Secure and govern AI apps and agents with Microsoft Purview
The Microsoft Purview family is here to help you secure and govern data across third party IaaS and Saas, multi-platform data environment, while helping you meet compliance requirements you may be subject to. Purview brings simplicity with a comprehensive set of solutions built on a platform of shared capabilities, that helps keep your most important asset, data, safe. With the introduction of AI technology, Purview also expanded its data coverage to include discovering, protecting, and governing the interactions of AI apps and agents, such as Microsoft Copilots like Microsoft 365 Copilot and Security Copilot, Enterprise built AI apps like Chat GPT enterprise, and other consumer AI apps like DeepSeek, accessed through the browser. To help you view, investigate interactions with all those AI apps, and to create and manage policies to secure and govern them in one centralized place, we have launched Purview Data Security Posture Management (DSPM) for AI. You can learn more about DSPM for AI here with short video walkthroughs: Learn how Microsoft Purview Data Security Posture Management (DSPM) for AI provides data security and compliance protections for Copilots and other generative AI apps | Microsoft Learn Purview capabilities for AI apps and agents To understand our current set of capabilities within Purview to discover, protect, and govern various AI apps and agents, please refer to our Learn doc here: Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Here is a quick reference guide for the capabilities available today: Note that currently, DLP for Copilot and adhering to sensitivity label are currently designed to protect content in Microsoft 365. Thus, Security Copilot and Copilot in Fabric, along with Copilot studio custom agents that do not use Microsoft 365 as a content source, do not have these features available. Please see list of AI sites supported by Microsoft Purview DSPM for AI here Conclusion Microsoft Purview can help you discover, protect, and govern the prompts and responses from AI applications in Microsoft Copilot experiences, Enterprise AI apps, and other AI apps through its data security and data compliance solutions, while allowing you to view, investigate, and manage interactions in one centralized place in DSPM for AI. Follow up reading Check out the deployment guides for DSPM for AI How to deploy DSPM for AI - https://aka.ms/DSPMforAI/deploy How to use DSPM for AI data risk assessment to address oversharing - https://aka.ms/dspmforai/oversharing Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing Explore the Purview SDK Microsoft Purview SDK Public Preview | Microsoft Community Hub (blog) Microsoft Purview documentation - purview-sdk | Microsoft Learn Build secure and compliant AI applications with Microsoft Purview (video) References for DSPM for AI Microsoft Purview data security and compliance protections for Microsoft 365 Copilot and other generative AI apps | Microsoft Learn Considerations for deploying Microsoft Purview AI Hub and data security and compliance protections for Microsoft 365 Copilot and Microsoft Copilot | Microsoft Learn Block Users From Sharing Sensitive Information to Unmanaged AI Apps Via Edge on Managed Devices (preview) | Microsoft Learn as part of Scenario 7 of Create and deploy a data loss prevention policy | Microsoft Learn Commonly used properties in Copilot audit logs - Audit logs for Copilot and AI activities | Microsoft Learn Supported AI sites by Microsoft Purview for data security and compliance protections | Microsoft Learn Where Copilot usage data is stored and how you can audit it - Microsoft 365 Copilot data protection and auditing architecture | Microsoft Learn Downloadable whitepaper: Data Security for AI Adoption | Microsoft Explore the roadmap for DSPM for AI Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365PMPurSocial Media Connections: Let's Network!
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Announcing support for custom sensitive information types in the Security & Compliance Center
Wesley Holley is a program manager on the Office 365 team. Core to protecting your organization’s data is identifying which data is sensitive and creating policies to govern its use. We include over 80 sensitive information types out of the box to detect commonly used data types in regions around the globe; however, some information is proprietary in nature and is specific to your organization. For example, your organization may need to protect employee ID numbers or other data with unique characteristics. To better help you meet your data protection needs, we’re pleased to announce that you can now create your own custom sensitive information types for use in your Security & Compliance Center policies. Where can I use custom sensitive types? Previously only available for Exchange Online, this capability is now available across Exchange Online, SharePoint Online, OneDrive for Business, Outlook (2013+), OWA, Office Clients (ProPlus/2016), and supported mobile apps. Now you can define the kinds of data you want to detect by creating your own sensitive types or modifying any of our out-of-box definitions. Once defined in XML and uploaded to the Security & Compliance Center, your custom sensitive information types can be used in any of your DLP or Retention policies or eDiscovery queries, where we’ll automatically identify and protect your data across Office 365. While managed in the Security & Compliance Center, custom sensitive types will still be available for use in Exchange Transport rules (ETRs) which are created in the Exchange Admin Center (EAC). What kinds of data can I protect? We provide a rich set of capabilities for you to detect your sensitive information including regular expressions, keyword lists, and built-in functions, along with a robust framework in which define your detection requirements. To help you balance user productivity and risk of data exposure, we also allow you to create different versions of your sensitive types, varying in strictness, and trigger off them separately in your policy rules. For example, a pattern alone might be a false positive, but if you’re risk averse, you may want to at least log the match or get a report when detected; however, if the pattern is found with other evidence like keywords or other patterns, you may want to take a more strict action such as encrypting the content. We’ve designed this feature to give you the maximum flexibility possible. What about my existing custom sensitive types in Exchange? Any custom sensitive information types you’ve created in Exchange Online have been automatically migrated to the Security & Compliance Center. Your existing policies or Exchange Transport Rules that use those custom sensitive types will continue to function normally. Going forward you can manage all custom sensitive types in the Security & Compliance Center. We’re excited to bring this powerful capability to the Security & Compliance Center and can’t wait for you to try it out! For more information, check out this article.Getting started with the eDiscovery APIs
The Microsoft Purview APIs for eDiscovery in Microsoft Graph enable organizations to automate repetitive tasks and integrate with their existing eDiscovery tools to build repeatable workflows that industry regulations might require. Before you can make any calls to the Microsoft Purview APIs for eDiscovery you must first register an app in the Microsoft’s Identity Platform, Entra ID. An app can access data in two ways: Delegated Access: an app acting on behalf of a signed-in user App-only access: an app action with its own identity For more information on access scenarios see Authentication and authorization basics. This article will demonstrate how to configure the required pre-requisites to enable access to the Microsoft Purview APIs for eDiscovery. This will based on using app-only access to the APIs, using either a client secret or a self-signed certificate to authenticate the requests. The Microsoft Purview APIs for eDiscovery have two separate APIs, they are: Microsoft Graph: Part of the Microsoft.Graph.Security namespace and used for working with Microsoft Purview eDiscovery Cases. MicrosoftPurviewEDiscovery: Used exclusively to download programmatically the export package created by a Microsoft Purview eDiscovery Export job. Currently, the eDiscovery APIs in Microsoft Graph only work with eDiscovery (Premium) cases. For a list of supported API calls within the Microsoft Graph calls, see Use the Microsoft Purview eDiscovery API. Microsoft Graph API Pre-requisites Implementing app-only access involves registering an app in Azure portal, creating client secret/certificates, assigning API permissions, setting up a service principal, and then using app-only access to call Microsoft Graph APIs. To register an app, create client secret/certificates and assign API permissions the account must be at least a Cloud Application Administrator. For more information on registering an app in the Azure portal, see Register an application with the Microsoft identity platform. Granting tenant-wide admin consent for Microsoft Purview eDiscovery API application permissions requires you to sign in as a user that is authorized to consent on behalf of the organization, see Grant tenant-wide admin consent to an application. Setting up a service principal requires the following pre-requisites: A machine with the ExchangeOnlineManagement module installed An account that has the Role Management role assigned in Microsoft Purview, see Roles and role groups in Microsoft Defender for Office 365 and Microsoft Purview Configuration steps For detailed steps on implementing app-only access for Microsoft Purview eDiscovery, see Set up app-only access for Microsoft Purview eDiscovery. Connecting to Microsoft Graph API using app-only access Use the Connect-MgGraph cmdlet in PowerShell to authenticate and connect to Microsoft Graph using the app-only access method. This cmdlets enables your app to interact with Microsoft Graph securely and enables you to explore the Microsoft Purview eDiscovery APIs. Connecting via client secret To connect using a client secret, update and run the following example PowerShell code. $clientSecret = "<client secret>" ## Update with client secret added to the registered app $appID = "<APP ID>" ## Update with Application ID of registered/Enterprise app $tenantId = "<Tenant ID>" ## Update with tenant ID $ClientSecretPW = ConvertTo-SecureString "$clientSecret" -AsPlainText -Force $clientSecretCred = New-Object System.Management.Automation.PSCredential -ArgumentList ("$appID", $clientSecretPW) Connect-MgGraph -TenantId "$tenantId" -ClientSecretCredential $clientSecretCred Connecting via certificate To connect using a certificate, update and run the following example PowerShell code. $certPath = "Cert:\currentuser\my\<xxxxxxxxxx>" ## Update with the cert thumbnail $appID = "<APP ID>" ## Update with Application ID of registered/Enterprise app $tenantId = "<Tenant ID>" ## Update with tenant ID $ClientCert = Get-ChildItem $certPath Connect-MgGraph -TenantId $TenantId -ClientId $appId -Certificate $ClientCert Invoke Microsoft Graph API calls Once connected you can start making calls to the Microsoft Graph API. For example, lets look at listing the eDiscovery cases within the tenant, see List ediscoveryCases. Within the documentation, for each operation it will list the following information: Permissions required to make the API call HTTP request and method Request header and body information Response Examples (HTTP, C#, CLI, Go, Java, PHP, PowerShell, Python) As we are connected via the Microsoft Graph PowerShell module we can either use the HTTP or the eDiscovery specific cmdlets within the Microsoft Graph PowerShell module. First let’s look at the PowerShell cmdlet example. As you can see it returns a list of all the cases within the tenant. When delving deeper into a case it is important to record the Case ID as you will use this in future calls. Then we can look at the HTTP example, we will use the Invoke-MgGraphRequest cmdlet to make the call via PowerShell. First we need to store the URL in a variable as below. $uri = "https://graph.microsoft.com/v1.0/security/cases/ediscoveryCases" Then we will use the Invoke-MgGraphRequest cmdlet to make the API call. Invoke-MgGraphRequest -Method Get -Uri $uri As you can see from the output below, we need to extract the values from the returned response. This can be done by saving the Value elements of the response to a new variable using the following command. $cases = (Invoke-MgGraphRequest -Method Get -Uri $uri).value This returns a collection of Hashtables; optionally you can run a small bit of PowerShell code to convert the hash tables into PS Objects for easier use with cmdlets such as format-table and format-list. $CasesAsObjects = @() foreach($i in $cases) {$CasesAsObjects += [pscustomobject]$i} MicrosoftPurviewEDiscovery API You can also configure the MicrosoftPurviewEDiscovery API to enable the programmatic download of export packages and the item report from an export job in a Microsoft Purview eDiscovery case. Pre-requisites Prior to executing the configuration steps in this section it is assumed that you have completed and validated the configuration detailed in the Microsoft Graph API section. The previously registered app in Entra ID will be extended to include the required permissions to achieve programmatic download of the export package. This already provides the following pre-requisites: Registered App in Azure portal configured with the appropriate client secret/certificate Service principal in Microsoft Purview assigned the relevant eDiscovery roles Microsoft eDiscovery API permissions configured for the Microsoft Graph To extend the existing registered apps API permissions to enable programmatic download, the following steps must be completed Registering a new Microsoft Application and service principal in the tenant Assign additional API permissions to the previously registered app in the Azure Portal Granting tenant-wide admin consent for Microsoft Purview eDiscovery APIs application permissions requires you to sign in as a user that is authorized to consent on behalf of the organization, see Grant tenant-wide admin consent to an application. Configuration steps Step 1 – Register the MicrosoftPurviewEDiscovery app in Entra ID First validate that the MicrosoftPurviewEDiscovery app is not already registered by logging into the Azure Portal and browsing to Microsoft Entra ID > Enterprise Applications. Change the application type filter to show Microsoft Applications and in the search box enter MicrosoftPurviewEDiscovery. If this returns a result as below, move to step 2. If the search returns no results as per the example below, proceed with registering the app in Entra ID. The Microsoft.Graph PowerShell Module can be used to register the MicrosoftPurviewEDiscovery App in Entra ID, see Install the Microsoft Graph PowerShell SDK. Once installed on a machine, run the following cmdlet to connect to the Microsoft Graph via PowerShell. Connect-MgGraph -scopes "Application.ReadWrite.All" If this is the first time using the Microsoft.Graph PowerShell cmdlets you may be prompted to consent to the following permissions. To register the MicrosoftPurviewEDiscovery app, run the following PowerShell commands. $spId = @{"AppId" = "b26e684c-5068-4120-a679-64a5d2c909d9" } New-MgServicePrincipal -BodyParameter $spId; Step 2 – Assign additional MicrosoftPurviewEDiscovery permissions to the registered app Now that the Service Principal has been added you can update the permissions on your previously registered app created in the Microsoft Graph API section of this document. Log into the Azure Portal and browse to Microsoft Entra ID > App Registrations. Find and select the app you created in the Microsoft Graph API section of this document. Select API Permissions from the navigation menu. Select Add a permission and then APIs my organization uses. Search for MicrosoftPurviewEDiscovery and select it. Then select Application Permissions and select the tick box for eDiscovery.Download.Read before selecting Add Permissions. You will be returned to the API permissions screen, now you must select Grant Admin Consent.. to approve the newly added permissions. User.Read Microsoft Graph API permissions have been added and admin consent granted. It also shows that the eDiscovery.Download.Read MicrosoftPurviewEDiscovery API application permissions have been added but admin consent has not yet been granted. Once admin consent is granted you will see the Status of the newly added permissions update to Granted for... Downloading the export packages and reports Retrieving the case ID and export Job ID To successfully download the export packages and reports of an export job in an eDiscovery case, you must first retrieve the case ID and the operation/job ID for the export job. To gather this information via the Purview Portal you can open the eDiscovery Case, locate the export job and select Copy support information before pasting this information into Notepad. , case ID, job ID, job state, created by, created timestamp, completed timestamp and support information generation time. To access this information programmatically you can make the following Graph API calls to locate the case ID and the job ID you wish to export. First connect to the Microsoft Graph using the steps detailed in the previous section titled "Connecting to Microsoft Graph API using app-only access" Using the eDiscovery Graph PowerShell Cmdlets you can use the following command if you know the case name. Get-MgSecurityCaseEdiscoveryCase | where {$_.displayname -eq "<Name of case>"} Once you have the case ID you can look up the operations in the case to identify the job ID for the export using the following command. Get-MgSecurityCaseEdiscoveryCaseOperation -EdiscoveryCaseId "<case ID>" Export jobs will either be logged under an action of exportResult (direct export) or ContentExport (export from review set). The name of the export jobs are not returned by this API call, to find the name of the export job you must query the specific operation ID. This can be achieved using the following command. Get-MgSecurityCaseEdiscoveryCaseOperation -EdiscoveryCaseId "<case ID>" -CaseOperationId “<operation ID>” The name of the export operation is contained within the property AdditionalProperties. If you wish to make the HTTP API calls directly to list cases in the tenant, see List ediscoveryCases - Microsoft Graph v1.0 | Microsoft Learn. If you wish to make the HTTP API calls directly to list the operations for a case, see List caseOperations - Microsoft Graph v1.0 | Microsoft Learn. You will need to use the Case ID in the API call to indicate which case you wish to list the operations from. For example: https://graph.microsoft.com/v1.0/security/cases/ediscoveryCases/<CaseID>/operations/ The name of the export jobs are not returned with this API call, to find the name of the export job you must query the specific job ID. For example: https://graph.microsoft.com/v1.0/security/cases/ediscoveryCases/<CaseID>/operations/<OperationID> Downloading the Export Package Retrieving the download URLs for export packages The URL required to download the export packages and reports are contained within a property called exportFileMetaData. To retrieve this information we need to know the case ID of the eDiscovery case that the export job was run in, as well as the operation ID for the export job. Using the eDiscovery Graph PowerShell Cmdlets you can retrieve this property use the following commands. $Operation = Get-MgSecurityCaseEdiscoveryCaseOperation -EdiscoveryCaseId "<case ID>" -CaseOperationId “<operation ID>” $Operation.AdditionalProperties.exportFileMetadata If you wish to make the HTTP API calls directly to return the exportFileMetaData for an operation, see List caseOperations - Microsoft Graph v1.0 | Microsoft Learn. For each export package visible in the Microsoft Purview Portal there will be an entry in the exportFileMetaData property. Each entry will list the following: The export package file name The downloadUrl to retrieve the export package The size of the export package Example scripts to download the Export Package As the MicrosoftPurviewEDiscovery API is separate to the Microsoft Graph API, it requires a separate authentication token to authorise the download request. As a result, you must use the MSAL.PS PowerShell Module and the Get-MSALToken cmdlet to acquire a separate token in addition to connecting to the Microsoft Graph APIs via the Connect-MgGraph cmdlet. The following example scripts can be used to as a reference when developing your own scripts to enable the programmatic download of the export packages. Connecting with a client secret If you have configured your app to use a client secret, then you can use the following example script for reference to download the export package and reports programmatically. Copy the contents into notepad and save it as DownloadExportUsingApp.ps1. [CmdletBinding()] param ( [Parameter(Mandatory = $true)] [string]$tenantId, [Parameter(Mandatory = $true)] [string]$appId, [Parameter(Mandatory = $true)] [string]$appSecret, [Parameter(Mandatory = $true)] [string]$caseId, [Parameter(Mandatory = $true)] [string]$exportId, [Parameter(Mandatory = $true)] [string]$path = "D:\Temp", [ValidateSet($null, 'USGov', 'USGovDoD')] [string]$environment = $null ) if (-not(Get-Module -Name Microsoft.Graph -ListAvailable)) { Write-Host "Installing Microsoft.Graph module" Install-Module Microsoft.Graph -Scope CurrentUser } if (-not(Get-Module -Name MSAL.PS -ListAvailable)) { Write-Host "Installing MSAL.PS module" Install-Module MSAL.PS -Scope CurrentUser } $password = ConvertTo-SecureString $appSecret -AsPlainText -Force $clientSecretCred = New-Object System.Management.Automation.PSCredential -ArgumentList ($appId, $password) if (-not(Get-MgContext)) { Write-Host "Connect with credentials of a ediscovery admin (token for graph)" if (-not($environment)) { Connect-MgGraph -TenantId $TenantId -ClientSecretCredential $clientSecretCred } else { Connect-MgGraph -TenantId $TenantId -ClientSecretCredential $clientSecretCred -Environment $environment } } Write-Host "Connect with credentials of a ediscovery admin (token for export)" $exportToken = Get-MsalToken -ClientId $appId -Scopes "b26e684c-5068-4120-a679-64a5d2c909d9/.default" -TenantId $tenantId -RedirectUri "http://localhost" -ClientSecret $password $uri = "/v1.0/security/cases/ediscoveryCases/$($caseId)/operations/$($exportId)" $export = Invoke-MgGraphRequest -Uri $uri; if (-not($export)){ Write-Host "Export not found" exit } else{ $export.exportFileMetadata | % { Write-Host "Downloading $($_.fileName)" Invoke-WebRequest -Uri $_.downloadUrl -OutFile "$($path)\$($_.fileName)" -Headers @{"Authorization" = "Bearer $($exportToken.AccessToken)"; "X-AllowWithAADToken" = "true" } } } Once saved, open a new PowerShell windows which has the following PowerShell Modules installed: Microsoft.Graph MSAL.PS Browse to the directory you have saved the script and issue the following command. .\DownloadExportUsingApp.ps1 -tenantId “<tenant ID>” -appId “<App ID>” -appSecret “<Client Secret>” -caseId “<CaseID>” -exportId “<ExportID>” -path “<Output Path>” Review the folder which you have specified as the Path to view the downloaded files. Connecting with a certificate If you have configured your app to use a certificate then you can use the following example script for reference to download the export package and reports programmatically. Copy the contents into notepad and save it as DownloadExportUsingAppCert.ps1. [CmdletBinding()] param ( [Parameter(Mandatory = $true)] [string]$tenantId, [Parameter(Mandatory = $true)] [string]$appId, [Parameter(Mandatory = $true)] [String]$certPath, [Parameter(Mandatory = $true)] [string]$caseId, [Parameter(Mandatory = $true)] [string]$exportId, [Parameter(Mandatory = $true)] [string]$path = "D:\Temp", [ValidateSet($null, 'USGov', 'USGovDoD')] [string]$environment = $null ) if (-not(Get-Module -Name Microsoft.Graph -ListAvailable)) { Write-Host "Installing Microsoft.Graph module" Install-Module Microsoft.Graph -Scope CurrentUser } if (-not(Get-Module -Name MSAL.PS -ListAvailable)) { Write-Host "Installing MSAL.PS module" Install-Module MSAL.PS -Scope CurrentUser } ##$password = ConvertTo-SecureString $appSecret -AsPlainText -Force ##$clientSecretCred = New-Object System.Management.Automation.PSCredential -ArgumentList ($appId, $password) $ClientCert = Get-ChildItem $certPath if (-not(Get-MgContext)) { Write-Host "Connect with credentials of a ediscovery admin (token for graph)" if (-not($environment)) { Connect-MgGraph -TenantId $TenantId -ClientId $appId -Certificate $ClientCert } else { Connect-MgGraph -TenantId $TenantId -ClientId $appId -Certificate $ClientCert -Environment $environment } } Write-Host "Connect with credentials of a ediscovery admin (token for export)" $connectionDetails = @{ 'TenantId' = $tenantId 'ClientId' = $appID 'ClientCertificate' = $ClientCert 'Scope' = "b26e684c-5068-4120-a679-64a5d2c909d9/.default" } $exportToken = Get-MsalToken @connectionDetails $uri = "/v1.0/security/cases/ediscoveryCases/$($caseId)/operations/$($exportId)" $export = Invoke-MgGraphRequest -Uri $uri; if (-not($export)){ Write-Host "Export not found" exit } else{ $export.exportFileMetadata | % { Write-Host "Downloading $($_.fileName)" Invoke-WebRequest -Uri $_.downloadUrl -OutFile "$($path)\$($_.fileName)" -Headers @{"Authorization" = "Bearer $($exportToken.AccessToken)"; "X-AllowWithAADToken" = "true" } } } Once saved open a new PowerShell windows which has the following PowerShell Modules installed: Microsoft.Graph MSAL.PS Browse to the directory you have saved the script and issue the following command. .\DownloadExportUsingAppCert.ps1 -tenantId “<tenant ID>” -appId “<App ID>” -certPath “<Certificate Path>” -caseId “<CaseID>” -exportId “<ExportID>” -path “<Output Path>” Review the folder which you have specified as the Path to view the downloaded files. Conclusion Congratulations you have now configured your environment to enable access to the eDiscovery APIs! It is a great opportunity to further explore the available Microsoft Purview eDiscovery REST API calls using the Microsoft.Graph PowerShell module. For a full list of API calls available, see Use the Microsoft Purview eDiscovery API. Stay tuned for future blog posts covering other aspects of the eDiscovery APIs and examples on how it can be used to automate existing eDiscovery workflows.New White Paper - Office 365 empowers Microsoft employees and enables Microsoft IT
As Microsoft has moved users, teams, and documents to the cloud with Office 365, the company's IT department has been transforming from server and systems management to organization empowerment. Formerly MSIT and now called Core Services Engineering (CSE), the teams are focused on delivering technology based services that enhance the company's ability to achieve our mission: to empower every person and every organization on the planet to achieve more. Software-as-a-service solutions like Office 365 delivered from the cloud are always up to date and constantly improving. Rather than spend time racking and stacking servers, deploying patches, and planning costly upgrade projects, CSE resources are freed to develop solutions to business problems and enable a productive and collaborative - yet secure and protected - workforce. To learn more about MSIT's transformation aided by Office 365, check out the new white paper: http://aka.ms/MSITservers2servicesFurther Streamlining the eDiscovery Review Process
In our new world of hybrid work, organizations continue to empower people to work effectively by being flexible in where and how work gets done. This flexibility has further accelerated digital transformation, resulting in an explosion of new types of data. These new data types are more dynamic than email and more complex to discover.
