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 Coplot 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 365PMPurHow to deploy Microsoft Purview DSPM for AI to secure your AI apps
Microsoft Purview Data Security Posture Management (DSPM for AI) is designed to enhance data security for the following AI applications: Microsoft Copilot experiences, including Microsoft 365 Copilot. Enterprise AI apps, including ChatGPT enterprise integration. Other AI apps, including all other AI applications like ChatGPT consumer, Microsoft Copilot, DeepSeek, and Google Gemini, accessed through the browser. In this blog, we will dive into the different policies and reporting we have to discover, protect and govern these three types of AI applications. Prerequisites Please refer to the prerequisites for DSPM for AI in the Microsoft Learn Docs. Login to the Purview portal To begin, start by logging into Microsoft 365 Purview portal with your admin credentials: In the Microsoft Purview portal, go to the Home page. Find DSPM for AI under solutions. 1. Securing Microsoft 365 Copilot Be sure to check out our blog on How to use the DSPM for AI data assessment report to help you address oversharing concerns when you deploy Microsoft 365 Copilot. Discover potential data security risks in Microsoft 365 Copilot interactions In the Overview tab of DSPM for AI, start with the tasks in “Get Started” and Activate Purview Audit if you have not yet activated it in your tenant to get insights into user interactions with Microsoft Copilot experiences In the Recommendations tab, review the recommendations that are under “Not Started”. Create the following data discovery policy to discover sensitive information in AI interactions by clicking into it. Detect risky interactions in AI apps - This public preview Purview Insider Risk Management policy helps calculate user risk by detecting risky prompts and responses in Microsoft 365 Copilot experiences. Click here to learn more about Risky AI usage policy. With the policies to discover sensitive information in Microsoft Copilot experiences in place, head back to the Reports tab of DSPM for AI to discover any AI interactions that may be risky, with the option to filter to Microsoft Copilot Experiences, and review the following for Microsoft Copilot experiences: Total interactions over time (Microsoft Copilot) Sensitive interactions per AI app Top unethical AI interactions Top sensitivity labels references in Microsoft 365 Copilot Insider Risk severity Insider risk severity per AI app Potential risky AI usage Protect sensitive data in Microsoft 365 Copilot interactions From the Reports tab, click on “View details” for each of the report graphs to view detailed activities in the Activity Explorer. Using available filters, filter the results to view activities from Microsoft Copilot experiences based on different Activity type, AI app category and App type, Scope, which support administrative units for DSPM for AI, and more. Then drill down to each activity to view details including the capability to view prompts and response with the right permissions. To protect the sensitive data in interactions for Microsoft 365 Copilot, review the Not Started policies in the Recommendations tab and create these policies: Information Protection Policy for Sensitivity Labels - This option creates default sensitivity labels and sensitivity label policies. If you've already configured sensitivity labels and their policies, this configuration is skipped. Protect sensitive data referenced in Microsoft 365 Copilot - This guides you through the process of creating a Purview Data Loss Prevention (DLP) policy to restrict the processing of content with specific sensitivity labels in Copilot interactions. Click here to learn more about Data Loss Prevention for Microsoft 365 Copilot. Protect sensitive data referenced in Copilot responses - Sensitivity labels help protect files by controlling user access to data. Microsoft 365 Copilot honors sensitivity labels on files and only shows users files they already have access to in prompts and responses. Use Data assessments to identify potential oversharing risks, including unlabeled files. Stay tuned for an upcoming blog post on using DSPM for AI data assessments! Use Copilot to improve your data security posture - Data Security Posture Management combines deep insights with Security Copilot capabilities to help you identify and address security risks in your org. Once you have created policies from the Recommendations tab, you can go to the Policies tab to review and manage all the policies you have created across your organization to discover and safeguard AI activity in one centralized place, as well as edit the policies or investigate alerts associated with those policies in solution. Note that additional policies not from the Recommendations tab will also appear in the Policies tab when DSPM for AI identifies them as policies to Secure and govern all AI apps. Govern the prompts and responses in Microsoft 365 Copilot interactions Understand and comply with AI regulations by selecting “Guided assistance to AI regulations” in the Recommendations tab and walking through the “Actions to take”. From the Recommendations tab, create a Control unethical behavior in AI Purview Communications Compliance policy to detect sensitive information in prompts and responses and address potentially unethical behavior in Microsoft Copilot experiences and ChatGPT for Enterprise. This policy covers all users and groups in your organization. To retain and/or delete Microsoft 365 Copilot prompts and responses, setup a Data Lifecycle policy by navigating to Microsoft Purview Data Lifecycle Management and find Retention Policies under the Policies header. You can also preserve, collect, analyze, review, and export Microsoft 365 Copilot interactions by creating an eDiscovery case. 2. Securing Enterprise AI apps Please refer to this amazing blog on Unlocking the Power of Microsoft Purview for ChatGPT Enterprise | Microsoft Community Hub for detailed information on how to integrate with ChatGPT for enterprise, the Purview solutions it currently supports through Purview Communication Compliance, Insider Risk Management, eDiscovery, and Data Lifecycle Management. Learn more about the feature also through our public documentation. 3. Securing other AI Microsoft Purview DSPM for AI currently supports the following list of AI sites. Be sure to also check out our blog on the new Microsoft Purview data security controls for the browser & network to secure other AI apps. Discover potential data security risks in prompts sent to other AI apps In the Overview tab of DSPM for AI, go through these three steps in “Get Started” to discover potential data security risk in other AI interactions: Install Microsoft Purview browser extension For Windows users: The Purview extension is not necessary for the enforcement of data loss prevention on the Edge browser but required for Chrome to detect sensitive info pasted or uploaded to AI sites. The extension is also required to detect browsing to other AI sites through an Insider Risk Management policy for both Edge and Chrome browser. Therefore, Purview browser extension is required for both Edge and Chrome in Windows. For MacOS users: The Purview extension is not necessary for the enforcement of data loss prevention on macOS devices, and currently, browsing to other AI sites through Purview Insider Risk Management is not supported on MacOS, therefore, no Purview browser extension is required for MacOS. Extend your insights for data discovery – this one-click collection policy will setup three separate Purview detection policies for other AI apps: Detect sensitive info shared in AI prompts in Edge – a Purview collection policy that detects prompts sent to ChatGPT consumer, Micrsoft Copilot, DeepSeek, and Google Gemini in Microsoft Edge and discovers sensitive information shared in prompt contents. This policy covers all users and groups in your organization in audit mode only. Detect when users visit AI sites – a Purview Insider Risk Management policy that detects when users use a browser to visit AI sites. Detect sensitive info pasted or uploaded to AI sites – a Purview Endpoint Data loss prevention (eDLP) policy that discovers sensitive content pasted or uploaded in Microsoft Edge, Chrome, and Firefox to AI sites. This policy covers all users and groups in your org in audit mode only. With the policies to discover sensitive information in other AI apps in place, head back to the Reports tab of DSPM for AI to discover any AI interactions that may be risky, with the option to filter by Other AI Apps, and review the following for other AI apps: Total interactions over time (other AI apps) Total visits (other AI apps) Sensitive interactions per AI app Insider Risk severity Insider risk severity per AI app Protect sensitive info shared with other AI apps From the Reports tab, click on “View details” for each of the report graphs to view detailed activities in the Activity Explorer. Using available filters, filter the results to view activities based on different Activity type, AI app category and App type, Scope, which support administrative units for DSPM for AI, and more. To protect the sensitive data in interactions for other AI apps, review the Not Started policies in the Recommendations tab and create these policies: Fortify your data security – This will create three policies to manage your data security risks with other AI apps: 1) Block elevated risk users from pasting or uploading sensitive info on AI sites – this will create a Microsoft Purview endpoint data loss prevention (eDLP) policy that uses adaptive protection to give a warn-with-override to elevated risk users attempting to paste or upload sensitive information to other AI apps in Edge, Chrome, and Firefox. This policy covers all users and groups in your org in test mode. Learn more about adaptive protection in Data loss prevention. 2) Block elevated risk users from submitting prompts to AI apps in Microsoft Edge – this will create a Microsoft Purview browser data loss prevention (DLP) policy, and using adaptive protection, this policy will block elevated, moderate, and minor risk users attempting to put information in other AI apps using Microsoft Edge. This integration is built-in to Microsoft Edge. Learn more about adaptive protection in Data loss prevention. 3) Block sensitive info from being sent to AI apps in Microsoft Edge - this will create a Microsoft Purview browser data loss prevention (DLP) policy to detect inline for a selection of common sensitive information types and blocks prompts being sent to AI apps while using Microsoft Edge. This integration is built-in to Microsoft Edge. Once you have created policies from the Recommendations tab, you can go to the Policies tab to review and manage all the policies you have created across your organization to discover and safeguard AI activity in one centralized place, as well as edit the policies or investigate alerts associated with those policies in solution. Note that additional policies not from the Recommendations tab will also appear in the Policies tab when DSPM for AI identifies them as policies to Secure and govern all AI apps. Conclusion Microsoft Purview DSPM for AI can help you discover, protect, and govern the interactions from AI applications in Microsoft Copilot experiences, Enterprise AI apps, and other AI apps. We recommend you review the Reports in DSPM for AI routinely to discover any new interactions that may be of concern, and to create policies to secure and govern those interactions as necessary. We also recommend you utilize the Activity Explorer in DSPM for AI to review different Activity explorer events while users interacting with AI, including the capability to view prompts and response with the right permissions. We will continue to update this blog with new features that become available in DSPM for AI, so be sure to bookmark this page! Follow-up Reading Check out this blog on the details of each recommended policies in DSPM for AI: Microsoft Purview – Data Security Posture Management (DSPM) for AI | Microsoft Community Hub Address oversharing concerns with Microsoft 365 blueprint - aka.ms/Copilot/Oversharing 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 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 Public roadmap for DSPM for AI - Microsoft 365 Roadmap | Microsoft 365Unleash the Future of Communication Compliance at Microsoft Ignite 2023
Embark on a transformative journey into the future of Communication Compliance at Microsoft Ignite 2023. In an era where data security and compliance are non-negotiable, Microsoft Purview Communication Compliance emerges as a strategic ally, armed with advanced AI capabilities. Join us as we unveil five groundbreaking features that revolutionize how organizations navigate communication risks, ensuring data security, compliance, and user privacy. From Microsoft Copilot for Microsoft 365 integration to Security Copilot intelligence and advanced AI for business conduct detection, these innovations will redefine your approach to communication compliance. Don't miss the opportunity to stay ahead of compliance challenges and secure your organization's future in the digital age.Rethinking Data Security and Governance in the Era of AI
The era of AI is reshaping industries, enabling unprecedented innovations, and presenting new opportunities for organizations worldwide. But as organizations accelerate AI adoption, many are focused on a growing concern: their current data security and governance practices are not effectively built for the fast-paced AI innovation and ever-evolving regulatory landscape. At Microsoft, we recognize the critical need for an integrated approach to address these risks. In our latest findings, Top 3 Challenges in Securing and Governing Data for the Era of AI, we uncovered critical gaps in how organizations manage data risk. The findings exemplify the current challenges: 91% of leaders are not prepared to manage risks posed by AI 1 and 85% feel unprepared to comply with AI regulations 2 . These gaps not only increase non-compliance but also put innovation at risk. Microsoft Purview has the tools to tackle these challenges head on, helping organizations move to an approach that protects data, meets compliance regulations, and enables trusted AI transformation. We invite you to take this opportunity to evaluate your current practices, platforms, and responsibilities, and to understand how to best secure and govern your organization for growing data risks in the era of AI. Platform fragmentation continues to weaken security outcomes Organizations often rely on fragmented tools across security, compliance, and data teams, leading to a lack of unified visibility and insufficient data hygiene. Our findings reveal the effects of fragmented platforms, leading to duplicated data, inconsistent classification, redundant alerts, and siloed investigations, which ultimately is causing data exposure incidents related to AI to be on the rise 3 . Microsoft Purview offers centralized visibility across your organization’s data estate. This allows teams to break down silos, streamline workflows, and mitigate data leakage and oversharing. With Microsoft Purview, capabilities like data health management and data security posture management are designed to enhance collaboration and deliver enriched insights across your organization to help further protect your data and mitigate risks faster. Microsoft Purview offers the following: Unified insights across your data estate, breaking down silos between security, compliance, and data teams. Microsoft Purview Data Security Posture Management (DSPM) for AI helps organizations gain unified visibility into GenAI usage across users, data, and apps to address the heightened risk of sensitive data exposure from AI. Built-in capabilities like classification, labeling, data loss prevention, and insider risk insights in one platform. In addition, newly launched solutions like Microsoft Purview Data Security Investigations accelerate investigations with AI-powered deep content analysis, which helps data security teams quickly identify and mitigate sensitive data and security risks within impacted data. Organizations like Kern County historically relied on many fragmented systems but adopted Microsoft Purview to unify their organization’s approach to data protection in preparation for increasing risks associated with deploying GenAI. “We have reduced risk exposure, [Microsoft] Purview helped us go from reaction to readiness. We are catching issues proactively instead of retroactively scrambling to contain them.” – Aaron Nance, Deputy Chief Information Security Officer, Kern County Evolving regulations require continuous compliance AI-driven innovation is creating a surge in regulations, resulting in over 200 daily updates across more than 900 regulatory agencies 4 , as highlighted in our research. Compliance has become increasingly difficult, with organizations struggling to avoid fines and comply with varying requirements across regions. To navigate these challenges effectively, security leaders’ responsibilities are expanding to include oversight across governance and compliance, including oversight of traditional data catalog and governance solutions led by the central data office. Leaders also cite the need for regulation and audit readiness. Microsoft Purview enables compliance and governance by: Streamlining compliance with Microsoft Purview Compliance Manager templates, step-by-step guidance, and insights for region and industry-specific regulations, including GDPR, HIPAA, and AI-specific regulation like the EU AI Act. Supporting legal matters such as forensic and internal investigations with audit trail records in Microsoft Purview eDiscovery and Audit. Activating and governing data for trustworthy analytics and AI with Microsoft Purview Unified Catalog, which enables visibility across your data estate and data confidence via data quality, data lineage, and curation capabilities for federated governance. Microsoft Purview’s suite of capabilities provides visibility and accountability, enabling security leaders to meet stringent compliance demands while advancing AI initiatives with confidence. Organizations need a unified approach to secure and govern data Organizations are calling for an integrated platform to address data security, governance, and compliance collectively. Our research shows that 95% of leaders agree that unifying teams and tools is a top priority 5 and 90% plan to adopt a unified solution to mitigate data related risks and maximize impact 6 . Integration isn't just about convenience, it’s about enabling innovation with trusted data protection. Microsoft Purview enables a shared responsibility model, allowing individual business units to own their data while giving central teams oversight and policy control. As organizations adopt a unified platform approach, our findings reveal the upside potential not only being reduced risk but also cost savings. With AI-powered copilots such as Security Copilot in Microsoft Purview, data protection tasks are simplified with natural-language guidance, especially for under resourced teams. Accelerating AI transformation with Microsoft Purview Microsoft Purview helps security, compliance, and governance teams navigate the complexities of AI innovation while implementing effective data protection and governance strategies. Microsoft partner EY highlights the results they are seeing: “We are seeing 25%–30% time savings when we build secure features using [Microsoft] Purview SDK. What was once fragmented is now centralized. With [Microsoft] Purview, everything comes together on one platform, giving a unified foundation to innovate and move forward with confidence.” – Prashant Garg, Partner of Data and AI, EY We invite you to explore how you can propel your organization toward a more secure future by reading the full research paper at https://aka.ms/SecureAndGovernPaper. Visit our website to learn more about Microsoft Purview. 1 Forbes, Only 9% Of Surveyed Companies Are Ready To Manage Risks Posed By AI, 2023 2 SAP LeanIX, AI Survey Results, 2024 3 Microsoft, Data Security Index Report, 2024 4 Forbes, Cost of Compliance, Thomson Reuters, 2021 5 Microsoft, Audience Research, 2024 6 Microsoft, Customer Requirements Research, 2024
Optimizing OneDrive Retention Policies with Administrative Units and Adaptive Scopes
A special thank you note to Ashwini_Anand for contributing to the content of this blog. In today's digital landscape, efficient data retention management is a critical priority for organizations of all sizes. Organizations can optimize their OneDrive retention policies, ensuring efficient and compliant data management tailored to their unique user base and licensing arrangements. Scenario: Contoso Org encountered a distinct challenge - managing data retention for their diverse user base of 200,000 employees, which includes 80,000 users with F3 licenses and 120,000 users with E3 and E5 licenses. As per Microsoft licensing, F3 users are allocated only 2 GB of OneDrive storage, whereas E3 and E5 users are provided with a much larger allocation of 5 TB. This difference required creating separate retention policies for these users' groups. The challenge was further complicated by the fact that retention policies utilize the same storage for preserving deleted data. If a unified retention policy were applied to all users such as retaining data for 6 years before deletion - F3 users’ OneDrive storage could potentially fill up within a year or less (depending on usage patterns). This would leave F3 users unable to delete or save new files, severely disrupting productivity and data management. To address this, it is essential to create a separate retention policy for E3 and E5 users, ensuring that the policy applies only to these users and excludes F3 users. This blog will discuss the process of designing and implementing such a policy for the large user base based on separate licenses, ensuring efficient data management and uninterrupted productivity. Challenges with Retention Policy Configuration for large organizations 1. Adaptive Scope Adaptive scopes in Microsoft Purview allow you to dynamically target policies based on specific attributes or properties such as department, location, email address, custom Exchange attributes etc. Refer the link to get the list of supported attributes: Adaptive scopes | Microsoft Learn. Limitation: Although Adaptive scopes can filter by user properties, Contoso, being a large organization, had already utilized all 15 custom attributes for various purposes. Additionally, user attributes also couldn’t be used to segregate users based on licenses. This made it challenging to repurpose any attribute for our filter criteria to apply the retention policy to a specific set of users. Furthermore, refinable strings used in SharePoint do not work for OneDrive sites. 2. Static Scope Static scope refers to manually selected locations (e.g., specific users, mailboxes, or sites) where the policy is applied. The scope remains fixed and does not automatically adjust. Limitation: Static scope allows the inclusion or exclusion of mailboxes and sites but is limited to 100 sites and 1000 mailboxes, making it challenging to utilize for large organizations. Proposed Solution: Administrative Units with Adaptive Scope To address the above challenges, it required utilizing Administrative Units (Admin Units - is a container within an organization that can hold users, groups, or devices. It helps us to manage and organize users within an organization more efficiently, especially in large or complex environments) with Adaptive Scopes for creation of a retention policy targeting E3 and E5 licensed users. This approach allows organizations to selectively apply retention policies based on user licenses, enhancing both efficiency and governance. Prerequisites For Administrative unit - Microsoft Entra ID P1 license For Retention policy - Refer to the link: Microsoft 365 guidance for security & compliance - Service Descriptions | Microsoft Learn Configuration Steps Step 1: Create Administrative Unit: Navigate to Microsoft Entra Admin Center https://entra.microsoft.com/#home Click on ‘Identity’ and then click on ‘Show more’ Expand ‘Roles & admins’ Proceed to ‘Admin units’ -> Add. Define a name for the Administrative unit. Click on ‘Next: Assign roles’ No role assignment required, click on 'Next: Review + create’) Click on ‘Create’. To get more information about creating administrative unit, refer this link: Create or delete administrative units - Microsoft Entra ID | Microsoft Learn Step 2: Update Dynamic Membership: Select the Administrative Unit which is created in Step1. Navigate to ‘Properties’ Choose ‘Dynamic User’ for Membership type. Click on ‘Add a dynamic query’ for Dynamic user members. Click on ‘Edit' for Rule syntax In order to include E3 and E5 licensed users who are using OneDrive, you need to include SharePoint Online Service Plan 2 enabled users. Use the query below in the code snippet to define the dynamic membership. user.assignedPlans -any (assignedPlan.servicePlanId -eq "5dbe027f-2339-4123-9542-606e4d348a72" -and assignedPlan.capabilityStatus -eq "Enabled") Click on 'Save' to update the Dynamic membership rules Click on 'Save' to update the Administrative unit changes. Open the Administrative Unit and click on the 'Users' tab to check if users have started to populate. Note: It may take some time to replicate all users, depending on the size of your organization. Please wait for minutes and then check again. Step 3: Create Adaptive Scope under Purview Portal: Access https://purview.microsoft.com Navigate to ‘Settings’ Expand ‘Roles & scopes’ and click on ‘Adaptive scopes’ Create a new adaptive scope, providing ‘Name’ and ‘Description’. Proceed to select the Administrative unit which was created earlier. (It takes time for the Admin/Administrative Unit to become visible. Please wait for some time if it does not appear immediately.) Click on ‘Add’ and ‘Next’ Select ‘Users’ and 'Next' Once the Admin unit is selected, we need to specify the criteria which allows to select users within the Admin unit (this is the second level of filtering available). However, in this case since we needed to select all users of the admin unit, hence the below criteria was used. Click 'Add attribute' and form the below query. Email addresses is not equal to $null Note: You can apply any other filter if you need to select a subset of users within the Admin Unit based on your business use case. Click on ‘Next’ Review and ‘Submit’ the adaptive scope. Step 4: Create Retention Policy using Adaptive Scope: Access https://purview.microsoft.com/datalifecyclemanagement/overview Navigate to ‘Policies’ and then go to ‘Retention Policies’. Create a ‘New Retention policy’, providing a ‘Name’ and ‘Description’. Proceed to select the Administrative unit created earlier. Click on ‘Add or remove admin units’ Choose ‘Adaptive’ and click on ‘Next’. Click on ‘Add scopes’ and Select the previously created Adaptive scope. the Adaptive scope and location at this point. Click on ‘Next’ to proceed and select the desired retention settings. Click Next and Finish Outcome By implementing Admin Units with adaptive scopes, organizations can effectively overcome challenges associated with applying OneDrive retention policies for distinguished and large set of users. This approach facilitates the dynamic addition of required users, eliminating the need for custom attributes and manual user management. Users are dynamically added or removed from the policy based on license status, ensuring seamless compliance management. FAQ: Why is it important to differentiate retention policies based on user licensing tiers? It is important to differentiate retention policies based on user licensing tiers to ensure that each user group has policies tailored to their specific needs and constraints, avoiding issues such as storage limitations for users with lower-tier licenses like F3. How many Exchange custom attributes are typically available? There are typically 15 Exchange custom attributes available, which can limit scalability when dealing with a large user base. What challenge does Adaptive Scoping face when including a large number of OneDrive sites? Adaptive Scoping faces the challenge of including a large number of OneDrive sites due to limitations in the number of custom attributes allowed. While these custom attributes help in categorizing and managing OneDrive sites, the finite number of attributes available can restrict scalability and flexibility. Why are refinable strings a limitation for Adaptive Scoping in OneDrive? Refinable strings are a limitation for Adaptive Scoping in OneDrive because their usage is restricted to SharePoint only. What are the limitations of Static Scoping for OneDrive sites? Static Scoping for OneDrive sites is limited by the strict limit of including or excluding only 100 sites, making it usage limited for larger environments. Do we need any licenses to create an administrative unit with dynamic membership? Yes, a Microsoft Entra ID P1 license is required for all members of the group.Select the 'Adaptive' retention policy typeElevating communication compliance with Microsoft Purview
Unlock the future of Communication Compliance with Microsoft Purview! Dive into our latest blog and discover how this powerful solution can protect your organization from costly penalties while ensuring a respectful and productive communication environment. Explore new features like Reporting Inappropriate Posts in Viva Engage, Adaptive Detection of Sensitive Information, and Policy Scope Insights that change the way you navigate compliance challenges.Enhance AI security and governance across multi-model and multi-cloud environments
Generative AI adoption is accelerating, with AI transformation happening in real-time across various industries. This rapid adoption is reshaping how organizations operate and innovate, but it also introduces new challenges that require careful attention. At Ignite last fall, we announced several new capabilities to help organizations secure their AI transformation. These capabilities were designed to address top customer priorities such as preventing data oversharing, safeguarding custom AI, and preparing for emerging AI regulations. Organizations like Cummins, KPMG, and Mia Labs have leveraged these capabilities to confidently strengthen their AI security and governance efforts. However, despite these advancements, challenges persist. One major concern is the rise of shadow AI—applications used without IT or security oversight. In fact, 78% of AI users report bringing their own AI tools, such as ChatGPT and DeepSeek, into the workplace 1 . Additionally, new threats, like indirect prompt injection attacks, are emerging, with 77% of organizations expressing concerns and 11% of organizations identifying them as a critical risk 2 . To address these challenges, we are excited to announce new features and capabilities that help customers do the following: Prevent risky access and data leakage in shadow AI with granular access controls and inline data security capabilities Manage AI security posture across multi-cloud and multi-model environments Detect and respond to new AI threats, such as indirect prompt injections and wallet abuse Secure and govern data in Microsoft 365 Copilot and beyond In this blog, we’ll explore these announcements and demonstrate how they help organizations navigate AI adoption with confidence, mitigating risks, and unlocking AI’s full potential on their transformation journey. Prevent risky access and data leakage in shadow AI With the rapid rise of generative AI, organizations are increasingly encountering unauthorized employee use of AI applications without IT or security team approval. This unsanctioned and unprotected usage has given rise to “shadow AI,” significantly heightening the risk of sensitive data exposure. Today, we are introducing a set of access and data security controls designed to support a defense-in-depth strategy, helping you mitigate risks and prevent data leakage in third-party AI applications. Real-time access controls to shadow AI The first line of defense against security risks in AI applications is controlling access. While security teams can use endpoint controls to block access for all users across the organization, this approach is often too restrictive and impractical. Instead, they need more granular controls at the user level to manage access to SaaS-based AI applications. Today we are announcing the general availability of the AI web category filter in Microsoft Entra Internet Access to help enforce access controls that govern which users and groups have access to different AI applications. Internet Access deep integration with Microsoft Entra ID extends Conditional Access to any AI application, enabling organizations to apply AI access policies with granularity. By using Conditional Access as the policy control engine, organizations can enforce policies based on user roles, locations, device compliance, user risk levels, and other conditions, ensuring secure and adaptive access to AI applications. For example, with Internet Access, organizations can allow your strategy team to experiment with all or most consumer AI apps while blocking those apps for highly privileged roles, such as accounts payable or IT infrastructure admins. For even greater security, organizations can further restrict access to all AI applications if Microsoft Entra detects elevated identity risk. Inline discovery and protection of sensitive data Once users gain access to sanctioned AI applications, security teams still need to ensure that sensitive data isn’t shared with those applications. Microsoft Purview provides data security capabilities to prevent users from sending sensitive data to AI applications. Today, we are announcing enhanced Purview data security capabilities for the browser available in preview in the coming weeks. The new inline discovery & protection controls within Microsoft Edge for Business detect and block sensitive data from being sent to AI apps in real-time, even if typed directly. This prevents sensitive data leaks as users interact with consumer AI applications, starting with ChatGPT, Google Gemini, and DeepSeek. For example, if an employee attempts to type sensitive details about an upcoming merger or acquisition into Google Gemini to generate a written summary, the new inline protection controls in Microsoft Purview will block the prompt from being submitted, effectively blocking the potential leaks of confidential data to an unsanctioned AI app. This augments existing DLP controls for Edge for Business, including protections that prevent file uploads and the pasting of sensitive content into AI applications. Since inline protection is built natively into Edge for Business, newly deployed policies automatically take effect in the browser even if endpoint DLP is not deployed to the device. : Inline DLP in Edge for Business prevents sensitive data from being submitted to consumer AI applications like Google Gemini by blocking the action. The new inline protection controls are integrated with Adaptive Protection to dynamically enforce different levels of DLP policies based on the risk level of the user interacting with the AI application. For example, admins can block low-risk users from submitting prompts containing the highest-sensitivity classifiers for their organization, such as M&A-related data or intellectual property, while blocking prompts containing any sensitive information type (SIT) for elevated-risk users. Learn more about inline discovery & protection in the Edge for Business browser in this blog. In addition to the new capabilities within Edge for Business, today we are also introducing Purview data security capabilities for the network layer available in preview starting in early May. Enabled through integrations with Netskope and iboss to start, organizations will be able to extend inline discovery of sensitive data to interactions between managed devices and untrusted AI sites. By integrating Purview DLP with their SASE solution (e.g. Netskope and iBoss), data security admins can gain visibility into the use of sensitive data on the network as users interact with AI applications. These interactions can originate from desktop applications such as the ChatGPT desktop app or Microsoft Word with a ChatGPT plugin installed, or non-Microsoft browsers such as Opera and Brave that are accessing AI sites. Using Purview Data Security Posture Management (DSPM) for AI, admins will also have visibility into how these interactions contribute to organizational risk and can take action through DSPM for AI policy recommendations. For example, if there is a high volume of prompts containing sensitive data sent to ChatGPT, DSPM for AI will detect and recommend a new DLP policy to help mitigate this risk. Learn more about inline discovery for the network, including Purview integrations with Netskope and iBoss, in this blog. Manage AI security posture across multi-cloud and multi-model environments In today’s rapidly evolving AI landscape, developers frequently leverage multiple cloud providers to optimize cost, performance, and availability. Different AI models excel at various tasks, leading developers to deploy models from various providers for different use cases. Consequently, managing security posture across multi-cloud and multi-model environments has become essential. Today, Microsoft Defender for Cloud supports deployed AI workloads across Azure OpenAI Service, Azure Machine Learning, and Amazon Bedrock. To further enhance our security coverage, we are expanding AI Security Posture Management (AI-SPM) in Defender for Cloud to improve compatibility with additional cloud service providers and models. This includes: Support for Google Vertex AI models Enhanced support for Azure AI Foundry model catalog and custom models With this expansion, AI-SPM in Defender for Cloud will now offer the discovery of the AI inventory and vulnerabilities, attack path analysis, and recommended actions to address risks in Google VertexAI workloads. Additionally, it will support all models in Azure AI Foundry model catalog, including Meta Llama, Mistral, DeepSeek, as well as custom models. This expansion ensures a consistent and unified approach to managing AI security risks across multi-model and multi-cloud environments. Support for Google Vertex AI models will be available in public preview starting May 1, while support for Azure AI Foundry model catalog and custom models is generally available today. Learn More. 2: Microsoft Defender for Cloud detects an attack path to a DeepSeek R1 workload. In addition, Defender for Cloud will also offer a new data and AI security dashboard. Security teams will have access to an intuitive overview of their datastores and AI services across their multi-cloud environment, top recommendations, and critical attack paths to prioritize and accelerate remediation. The dashboard will be generally available on May 1. The new data & AI security dashboard in Microsoft Defender for Cloud provides a comprehensive overview of your data and AI security posture. These new capabilities reflect Microsoft’s commitment to helping organizations address the most critical security challenges in managing AI security posture in their heterogeneous environments. Detect and respond to new AI threats Organizations are integrating generative AI into their workflows and facing new security risks unique to AI. Detecting and responding to these evolving threats is critical to maintaining a secure AI environment. The Open Web Application Security Project (OWASP) provides a trusted framework for identifying and mitigating such vulnerabilities, such as prompt injection and sensitive information disclosure. Today, we are announcing Threat protection for AI services, a new capability that enhances threat protection in Defender for Cloud, enabling organizations to secure custom AI applications by detecting and responding to emerging AI threats more effectively. Building on the OWASP Top 10 risks for LLM applications, this capability addresses those critical vulnerabilities highlighted on the top 10 list, such as prompt injections and sensitive information disclosure. Threat protection for AI services helps organizations identify and mitigate threats to their custom AI applications using anomaly detection and AI-powered insights. With this announcement, Defender for Cloud will now extend its threat protection for AI workloads, providing a rich suite of new and enriched detections for Azure OpenAI Service and models in the Azure AI Foundry model catalog. New detections include direct and indirect prompt injections, novel attack techniques like ASCII smuggling, malicious URL in user prompts and AI responses, wallet abuse, suspicious access to AI resources, and more. Security teams can leverage evidence-based security alerts to enhance investigation and response actions through integration with Microsoft Defender XDR. For example, in Microsoft Defender XDR, a SOC analyst can detect and respond to a wallet abuse attack, where an attacker exploits an AI system to overload resources and increase costs. The analyst gains detailed visibility into the attack, including the affected application, user-entered prompts, IP address, and other suspicious activities performed by the bad actor. With this information, the SOC analyst can take action and block the attacker from accessing the AI application, preventing further risks. This capability will be generally available on May 1. Learn More. : Security teams can investigate new detections of AI threats in Defender XDR. Secure and govern data in Microsoft 365 Copilot and beyond Data oversharing and non-compliant AI use are significant concerns when it comes to securing and governing data in Microsoft Copilots. Today, we are announcing new data security and compliance capabilities. New data oversharing insights for unclassified data available in Microsoft Purview DSPM for AI: Today, we are announcing the public preview of on-demand classification for SharePoint and OneDrive. This new capability gives data security admins visibility into unclassified data stored in SharePoint and OneDrive and enables them to classify that data on demand. This helps ensure that Microsoft 365 Copilot is indexing and referencing files in its responses that have been properly classified. Previously, unclassified and unscanned files did not appear in DSPM for AI oversharing assessments. Now admins can initiate an on-demand data classification scan, directly from the oversharing assessment, ensuring that older or previously unscanned files are identified, classified, and incorporated into the reports. This allows organizations to detect and address potential risks more comprehensively. For example, an admin can initiate a scan of legacy customer contracts stored in a specified SharePoint library to detect and classify sensitive information such as account numbers or contact information. If these newly classified documents match the classifiers included in any existing auto-labeling policies, they will be automatically labeled. This helps ensure that documents containing sensitive information remain protected when they are referenced in Microsoft 365 Copilot interactions. Learn More. Security teams can trigger on-demand classification scan results in the oversharing assessment in Purview DSPM for AI. Secure and govern data in Security Copilot and Copilot in Fabric: We are excited to announce the public preview of Purview for Security Copilot and Copilot in Fabric, starting with Copilot in Power BI, offering DSPM for AI, Insider Risk Management, and data compliance controls, including eDiscovery, Audit, Data Lifecycle Management, and Communication Compliance. These capabilities will help organizations enhance data security posture, manage compliance, and mitigate risks more effectively. For example, admins can now use DSPM for AI to discover sensitive data in user prompts and responses and detect unethical or risky AI usage. Purview’s DSPM for AI provides admins with comprehensive reports on user activities and data interactions in Copilot for Power BI, as part of the Copilot in Fabric experience, and Security Copilot. DSPM Discoverability for Communication Compliance: This new feature in Communication Compliance, which will be available in public preview starting May 1, enables organizations to quickly create policies that detect inappropriate messages that could lead to data compliance risks. The new recommendation card on the DSPM for AI page offers a one-click policy creation in Microsoft Purview Communication Compliance, simplifying the detection and mitigation of potential threats, such as regulatory violations or improperly shared sensitive information. With these enhanced capabilities for securing and governing data in Microsoft 365 Copilot and beyond, organizations can confidently embrace AI innovation while maintaining strict security and compliance standards. Explore additional resources As organizations embrace AI, securing and governing its use is more important than ever. Staying informed and equipped with the right tools is key to navigating its challenges. Explore these resources to see how Microsoft Security can help you confidently adopt AI in your organization. Learn more about Security for AI solutions on our webpage Get started with Microsoft Purview Get started with Microsoft Defender for Cloud Sign up for a free Microsoft 365 E5 Security Trial and Microsoft Purview Trial Learn more about the innovations designed to help your organization protect data, defend against cyber threats, and stay compliant. Join Microsoft leaders online at Microsoft Secure on April 9. [1] 2024 Work Trend Index Annual Report, Microsoft and LinkedIn, May 2024, N=31,000. [2] Gartner®, Gartner Peer Community Poll – If your org’s using any virtual assistants with AI capabilities, are you concerned about indirect prompt injection attacks? GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
