Step by Step: 2-Tier PKI Lab
Purpose of this blog Public Key Infrastructure (PKI) is the backbone of secure digital identity management, enabling encryption, digital signatures, and certificate-based authentication. However, neither setting up a PKI nor management of certificates is something most IT pros do on a regular basis and given the complexity and vastness of the subject it only makes sense to revisit the topic from time to time. What I have found works best for me is to just set up a lab and get my hands dirty with the topic that I want to revisit. One such topic that I keep coming back to is PKI - be it for creating certificate templates, enrolling clients, or flat out creating a new PKI itself. But every time I start deploying a lab or start planning a PKI setup, I end up spending too much time sifting through the documentations and trying to figure out why my issuing certificate authority won't come online! To make my life easier I decided to create a cheatsheet to deploy a simple but secure 2-tier PKI lab based on industry best practices that I thought would be beneficial for others like me, so I decided to polish it and make it into a blog. This blog walks through deploying a two-tier PKI hierarchy using Active Directory Certificate Services (AD CS) on Windows Server: an offline Root Certification Authority (Root CA) and an online Issuing Certification Authority (Issuing CA). We’ll cover step-by-step deployment and best practices for securing the root CA, conducting key ceremonies, and maintaining Certificate Revocation Lists (CRLs). Overview: Two-Tier PKI Architecture and Components In a two-tier PKI, the Root CA sits at the top of the trust hierarchy and issues a certificate only to the subordinate Issuing CA. The Root CA is kept offline (disconnected from networks) to protect its private key and is typically a standalone CA (not domain-joined). The Issuing CA (sometimes called a subordinate or intermediate CA) is kept online to issue certificates to end-entities (users, computers, services) and is usually an enterprise CA integrated with Active Directory for automation and certificate template support. Key components: Offline Root CA: A standalone CA, often on a workgroup server, powered on only when necessary (initial setup, subordinate CA certificate signing, or periodic CRL publishing). By staying offline, it is insulated from network threats. Its self-signed certificate serves as the trust anchor for the entire PKI. The Root CA’s private key must be rigorously protected (ideally by a Hardware Security Module) because if the root is compromised, all certificates in the hierarchy are compromised. Online Issuing CA: An enterprise subordinate CA (domain-joined) that handles day-to-day certificate issuance for the organization. It trusts the Root CA (via the root’s certificate) and is the one actually responding to certificate requests. Being online, it must also be secured, but its key is kept online for operations. Typically, the Issuing CA publishes certificates and CRLs to Active Directory and/or HTTP locations for clients to download. The following diagram shows the simplified view of this implementations: The table below summarizes the roles and differences: Aspect Offline Root CA Online Issuing CA Role Standalone Root CA (workgroup) Enterprise Subordinate CA (domain member) Network Connectivity Kept offline (powered off or disconnected when not issuing) Online (running continuously to serve requests) Usage Signs only one certificate (the subordinate CA’s cert) and CRLs Issues end-entity certificates (users, computers, services) Active Directory Not a member of AD domain; doesn’t use templates or auto-enrollment Integrated with AD DS; uses certificate templates for streamlined issuance Security Extremely high: physically secured, limited access, often protected by HSM Very High: server hardened, but accessible on network; HSM recommended for private key CRL Publication Manual. Admin must periodically connect, generate, and distribute CRL. Delta CRLs usually disabled. Automatic. Publishes CRLs to configured CDP locations (AD DS, HTTP) at scheduled intervals. Validity Period Longer (e.g. 5-10+ years for the CA certificate) to reduce frequency of renewal. Shorter (e.g. 2 years) to align with organizational policy; renewed under the root when needed. In this lab setup, we will create a Contoso Root CA (offline) and a Contoso Issuing CA (online) as an example. This mirrors real-world best practices which is to "deploy a standalone offline root CA and an online enterprise subordinate CA”. Deploying the Offline Root CA Setting up the offline Root CA involves preparing a dedicated server, installing AD CS, configuring it as a root CA, and then securing it. We’ll also configure certificate CDP/AIA (CRL Distribution Point and Authority Information Access) locations so that issued certificates will point clients to the correct locations to fetch the CA’s certificate and revocation list. Step 1: Prepare the Root CA Server (Offline) Provision an isolated server: Install a Windows Server OS (e.g., Windows Server 2022) on the machine designated to be the Root CA. Preferably on a portable enterprise grade physical server that can be stored in a safe. Do not join this server to any domain – it should function in a Workgroup to remain independent of your AD forest. System configuration: Give the server a descriptive name (e.g., ROOTCA) and assign a static IP (even though it will be offline, a static IP helps when connecting it temporarily for management). Install the latest updates and security patches while it’s still able to go online. Lock down network access: Once setup is complete, disable or unplug network connections. If the server must remain powered on for any reason, ensure all unnecessary services/ports are disabled to minimize exposure. In practice, you will keep this server shut down or physically disconnected except when performing CA maintenance. Step 2: Install the AD CS Role on the Root CA Add the Certification Authority role: On the Root CA server, open Server Manager and add the Active Directory Certificate Services role. During the wizard, select the Certification Authority role service (no need for web enrollment or others on the root). Proceed through the wizard and complete the installation. You can also install the CA role and management tools via PowerShell: Install-WindowsFeature AD-Certificate -IncludeManagementToolsThis Role Services: Choose Certification Authority. Setup Type: Select Standalone CA (since this root CA is not domain-joined). CA Type: Select Root CA. Private Key: Choose “Create a new private key.” Cryptography: If using an HSM, select the HSM’s Cryptographic Service Provider (CSP) here; otherwise use default. Choose a strong key length (e.g., 2048 or 4096 bits) and a secure hash algorithm (SHA-256 or higher). CA Name: Provide a common name for the CA (e.g., “Contoso Root CA”). This name will appear in issued certificates as the Issuer. Avoid using a machine DNS name here for security – pick a name without revealing the server’s actual hostname. Validity Period: Set a long validity (e.g., 10 years) for the root CA’s self-signed certificate. A decade is common for enterprise roots, reducing how often you must touch the offline CA for renewal. Database: Specify locations for the CA database and logs (the defaults are fine for a lab). Review settings and complete the configuration. This process will generate the root CA’s key pair and self-signed certificate, establishing the Root CA.Post-install configuration: After the binary installation, click Configure Active Directory Certificate Services (a notification in Server Manager). In the configuration wizard: You can also perform this configuration via PowerShell in one line: Install-AdcsCertificationAuthority ` -CAType StandaloneRootCA ` -CryptoProviderName "YourHSMProvider" ` -HashAlgorithmName SHA256 -KeyLength 2048 ` -CACommonName "Contoso Root CA" ` -ValidityPeriod Years -ValidityPeriodUnits 10 This would set up a standalone Root CA named "Contoso Root CA" with a 2048-bit key on an HSM provider, valid for 10 years. Step 3: Integrate an HSM (Optional but Recommended) If your lab has a Hardware Security Module, use it to secure the Root CA’s keys. Using an HSM provides a dedicated, tamper-resistant storage for CA private keys and can further protect against key compromise. To integrate: Install the HSM vendor’s software and drivers on the Root CA server. Initialize the HSM and create a security world or partition as per the vendor instructions. Before or during the CA configuration (Step 2 above), ensure the HSM is ready to generate/store the key. When running the AD CS configuration, select the HSM’s CSP/KSP for the cryptographic provider so that the CA’s private key is generated on the HSM. Secure any HSM admin tokens or smartcards. For a root CA, you might employ M of N key splits – requiring multiple key custodians to collaborate to activate the HSM or key – as part of the key ceremony (discussed later). (If an HSM is not available, the root key will be stored on the server’s disk. At minimum, protect it with a strong admin passphrase when prompted, and consider enabling the option to require administrator interaction (e.g., a password) whenever the key is accessed.) Step 4: Configure CA Extensions (CDP/AIA) It’s critical to configure how the Root CA publishes its certificate and revocation list, since the root is offline and cannot use Active Directory auto-publishing. Open the Certification Authority management console (certsrv.msc), right-click the CA name > Properties, and go to the Extensions tab. We will set the CRL Distribution Points (CDP) and Authority Information Access (AIA) URLs: CRL Distribution Point (CDP): This is where certificates will tell clients to fetch the CRL for the Root CA. By default, a standalone CA might have a file:// path or no HTTP URL. Click Add and specify an HTTP URL that will be accessible to all network clients, such as: http://<IssuingCA_Server>/CertEnroll/<CaName><CRLNameSuffix><DeltaCRLAllowed>.crl For example, if your issuing CA’s server name is ISSUINGCA.contoso.local, the URL might be http://issuingca.contoso.local/CertEnroll/Contoso%20Root%20CA.crl This assumes the Issuing CA (or another web server) will host the Root CA’s CRL in the CertEnroll directory. Check the boxes for “Include in the CDP extension of issued certificates” and “Include in all CRLs. Clients use this to find Delta CRLs” (you can uncheck the delta CRL publication on the root, as we won’t use delta CRLs on an offline root). Since the root CA won’t often revoke its single issued cert (the subordinate CA), delta CRLs aren’t necessary. Note: If your Active Directory is in use and you want to publish the Root CA’s CRL to AD, you can also add an ldap:///CN=... path and check “Publish in Active Directory”. However, publishing to AD from an offline CA must be done manually using the following command when the root is temporarily connected. certutil -dspublish Many setups skip LDAP for offline roots and rely on HTTP distribution. Authority Information Access (AIA): This is where the Root CA’s certificate will be published for clients to download (to build certificate chains). Add an HTTP URL similarly, for example: http://<IssuingCA_Server>/CertEnroll/<ServerDNSName>_<CaName><CertificateName>.crt This would point to a copy of the Root CA’s certificate that will be hosted on the issuing CA web server. Check “Include in the AIA extension of issued certificates”. This way, any certificate signed by the Root CA (like your subordinate CA’s cert) contains a URL where clients can fetch the Root CA’s cert if they don’t already have it. After adding these, remove any default entries that are not applicable (e.g., LDAP if the root isn’t going to publish to AD, or file paths that won’t be used by clients). These settings ensure that certificates issued by the Root CA (in practice, just the subordinate CA’s certificate) will carry the correct URLs for chain building and revocation checking. Step 5: Back Up the Root CA and Issue the Subordinate Certificate With the Root CA configured, we need to issue a certificate for the Issuing CA (subordinate). We’ll perform that in the next section from the Issuing CA’s side via a request file. Before taking the root offline, ensure you: Back up the CA’s private key and certificate: In the Certification Authority console, or via the CA Backup wizard, export the Root CA’s key pair and CA certificate. Protect this backup (store it offline in a secure location, e.g., on encrypted removable media in a safe). This backup is crucial for disaster recovery or if the Root CA needs to be migrated or restored. Save the Root CA Certificate: You will need the Root CA’s public certificate (*.crt) to distribute to other systems. Have it exported (Base-64 or DER format) for use on the Issuing CA and for clients. Initial CRL publication: Manually publish the first CRL so that it can be distributed. Open an elevated Command Prompt on the Root CA and run: certutil -crl This generates a new CRL file (in the CA’s configured CRL folder, typically %windir%\system32\CertSrv\CertEnroll). Take that CRL file and copy it to the designated distribution point (for example, to the CertEnroll directory on the Issuing CA’s web server, as per the HTTP URL configured). If using Active Directory for CRL distribution, you would also publish it to AD now (e.g., certutil -dspublish -f RootCA.crl on a domain-connected machine). In most lab setups, copying to an HTTP share is sufficient. With these tasks done, the Root CA is ready. At this point, disconnect or power off the Root CA and store it securely – it should remain offline except when it’s absolutely needed (like publishing a new CRL or renewing the subordinate CA’s certificate in the far future). Keeping the root CA offline maximizes its security by minimizing exposure to compromise. Best Practices for Securing the Root CA: The Root CA is the trust anchor, so apply stringent security practices: Physical security: Store the Root CA machine in a locked, secure location. If it’s a virtual machine, consider storing it on a disconnected hypervisor or a USB drive locked in a safe. Only authorized PKI team members should have access. An offline CA should be treated like crown jewels – offline CAs should be stored in secure locations. Minimal exposure: Keep the Root CA powered off and disconnected when not in use. It should not be left running or connected to any network. Routine operations (like issuing end-entity certs) should never involve the root. Admin access control: Limit administrative access on the Root CA server. Use dedicated accounts for PKI administration. Enable auditing on the CA for any changes or issuance events. No additional roles or software: Do not use the Root CA server for any other function (no web browsing, no email, etc.). Fewer installed components means fewer potential vulnerabilities. Protect the private key: Use an HSM if possible; if not, ensure the key is at least protected by a strong password and consider splitting knowledge of that password among multiple people (so no single person can activate the CA). Many organizations opt for an offline root key ceremony (see below) to generate and handle the root key with multiple witnesses and strict procedures. Keep system time and settings consistent: If the Root CA is powered off for long periods, ensure its clock is accurate whenever it is started (to avoid issuing a CRL or certificate with a wrong date). Don’t change the server name or CA name after installation (doing so invalidates issued certs). Periodic health checks: Even though offline, plan to turn on the Root CA at a secure interval (e.g., semi-annually or annually) to perform tasks like CRL publishing and system updates. Make sure to apply OS security updates during these maintenance windows, as offline does not mean immune to vulnerabilities (especially if it ever connects to a network for CRL publication or uses removable media). Deploying the Online Issuing CA Next, set up the Issuing CA server which will actually issue certificates to end entities in the lab. This server will be domain-joined (if using AD integration) and will obtain its CA certificate from the Root CA we just configured. Step 1: Prepare the Issuing CA Server Provision the server: Install Windows Server on a new machine (or VM) that will be the Issuing CA. Join this server to the Active Directory domain (e.g., Contoso.local). Being an enterprise CA, it needs domain membership to publish templates and integrate with AD security groups. Rename the server to something descriptive like ISSUINGCA for clarity. Assign a static IP and ensure it can communicate on the network. IIS for web enrollment (optional): If you plan to use the Web Enrollment or Certificate Enrollment Web Services, ensure IIS is installed. (The AD CS installation wizard can add it if you include those role services.) For this guide, we will include the Web Enrollment role so that the CertEnroll directory is set up for hosting certificate and CRL files. Step 2: Install AD CS Role on Issuing CA On the Issuing CA server, add the Active Directory Certificate Services role via Server Manager or PowerShell. This time, select both Certification Authority and Certification Authority Web Enrollment role services (Web Enrollment will set up the HTTP endpoints for certificate requests if needed). For example, using PowerShell: Install-WindowsFeature AD-Certificate, ADCS-Web-Enrollment -IncludeManagementTools After installation, launch the AD CS configuration wizard: Role Services: Choose Certification Authority (and Web Enrollment if prompted). Setup Type: Select Enterprise CA (since this CA will integrate with AD DS). CA Type: Select Subordinate CA (this indicates it will get its cert from an existing root CA). Private Key: Choose “Create a new private key” (we’ll generate a new key pair for this CA). Cryptography: If using an HSM here as well, select the HSM’s CSP/KSP for the issuing CA’s key. Otherwise, choose a strong key length (2048+ bits, SHA256 or better for hash). CA Name: Provide a name (e.g., “Contoso Issuing CA”). This name will appear as the Issuer on certificates it issues. Certificate Request: The wizard will ask how you want to get the subordinate CA’s certificate. Choose “Save a certificate request to file”. Specify a path, e.g., C:\CertRequest\issuingCA.req. The wizard will generate a request file that we need to take to the Root CA for signing. (Since our Root CA is offline, this file transfer might be via secure USB or a network share when the root is temporarily online.) CA Database: Choose locations or accept defaults for the certificate DB and logs. Finish the configuration wizard, which will complete pending because the CA doesn’t have a certificate yet. The AD CS service on this server won’t start until we import the issued cert from the root. Step 3: Integrate HSM on Issuing CA (Optional) If available, repeat the HSM setup on the Issuing CA: install HSM drivers, initialize it, and generate/secure the key for the subordinate CA on the HSM. Ensure you chose the HSM provider during the above configuration so that the issuing CA’s private key is stored in the HSM. Even though this CA is online, an HSM still greatly enhances security by protecting the private key from extraction. The issuing CA’s HSM may not require multiple custodians to activate (as it needs to run continuously), but should still be physically secured. Step 4: Obtain the Issuing CA’s Certificate from the Root CA Now we have a pending request (issuingCA.req) for the subordinate CA. To get its certificate: Transport the request to the Root CA: Copy the request file to the offline Root CA (via secure means – e.g., formatted new USB stick). Start up the Root CA (in a secure, offline setting) and open the Certification Authority console. Submit the request on Root CA: Right-click the Root CA in the CA console -> All Tasks -> Submit new request, and select the .req file. The request will appear in the Pending Requests on the root. Issue the subordinate CA certificate: Find the pending request (it will list the Issuing CA’s name). Right-click and choose All Tasks > Issue. The subordinate CA’s certificate is now issued by the Root CA. Export the issued certificate: Still on the Root CA, go to Issued Certificates, find the newly issued subordinate CA cert (you can identify it by the Request ID or by the name). Right-click it and choose Open or All Tasks > Export to get the certificate in a file form. If using the console’s built-in “Export” it might only allow binary; alternatively use the certutil command: certutil -dup <RequestID> .\ContosoIssuingCA.cer or simply open and copy to file. Save the certificate as issuingCA.cer. Also make sure you have a copy of the Root CA’s certificate (if not already done). Publish Root CA cert and CRL as needed: Before leaving the Root CA, you may also want to ensure the Root’s own certificate and latest CRL are available to the issuing CA and clients. If not already done in Step 5 of root deployment, export the Root CA cert (DER format) and copy the CRL file. You might use certutil -crl again if some time has passed since initial CRL. Now take the issuingCA.cer file (and root cert/CRL files) and move them back to the Issuing CA server. Step 5: Install the Issuing CA’s Certificate and Complete Configuration On the Issuing CA server (which is still waiting for its CA cert): Install the subordinate CA certificate: In Server Manager or the Certification Authority console on the Issuing CA, there should be an option to “Install CA Certificate” (if the AD CS configuration wizard is still open, it will prompt for the file; or otherwise, in the CA console right-click the CA name > All Tasks > Install CA Certificate). Provide the issuingCA.cer file obtained from the root. This will install the CA’s own certificate and start the CA service. The Issuing CA is now operational as a subordinate CA. Alternatively, use PowerShell: certutil -installcert C:\CertRequest\issuingCA.cer This installs the cert and associates it with the pending key. Trust the Root CA certificate: Because the Issuing CA is domain-joined, when you install the subordinate cert, it might automatically place the Root CA’s certificate in the Trusted Root Certification Authorities store on that server (and possibly publish it to AD). If not, you should manually install the Root CA’s certificate into the Trusted Root CA store on the Issuing CA machine (using the Certificates MMC or certutil -addstore -f Root rootCA.cer). This step prevents any “chain not trusted” warnings on the Issuing CA and ensures it trusts its parent. In an enterprise environment, you would also distribute the root certificate to all client machines (e.g., via Group Policy) so that they trust the whole chain. Import Root CRL: Copy the Root CA’s CRL (*.crl file) to the Issuing CA’s CRL distribution point location (e.g., C:\Windows\System32\CertSrv\CertEnroll\ if that’s the directory served by the web server). This matches the HTTP URL we configured on the root. Place the CRL file there and ensure it is accessible (the Issuing CA’s IIS might need to serve static .crl files; often, if Web Enrollment is installed, the CertEnroll folder is under C:\Inetpub\wwwroot\CertEnroll). At this point, the subordinate CA and any client hitting the HTTP URL can retrieve the root’s CRL. The subordinate CA is now fully established. It holds a certificate issued by the Root CA (forming a complete chain of trust), and it’s ready to issue end-entity certificates. Step 6: Configure Issuing CA Settings and Start Services Start the Certificate Services: If the CA service (CertSvc) isn’t started automatically, start or restart it. On PowerShell: Restart-Service certsvc The CA should show as running in the CA console with the name “Contoso Issuing CA” (or your chosen name). Configure Certificate Templates: Because this is an Enterprise CA, it can utilize certificate templates stored in Active Directory to simplify issuing common cert types (user auth, computer auth, web server SSL, etc.). By default, some templates (e.g., User, Computer) are available but not issued. In the Certification Authority console under Certificate Templates, you can choose which templates to issue (e.g., right-click > New > Certificate Template to Issue, then select templates like “User” or “Computer”). This lab guide doesn’t require specific templates but know that only Enterprise CAs can use templates. Templates define the policies and settings (cryptography, enrollment permissions, etc.) for issued certificates. Ensure you enable only the templates needed and configure their permissions appropriately (e.g., allow the appropriate groups to enroll). Set CRL publishing schedule: The Issuing CA will automatically publish its own CRL (for certificates it issues) at intervals. You can adjust the CRL and Delta CRL publication interval in the CA’s Properties > CRL Period. A common practice is a small base CRL period (e.g., 1 week or 2 weeks) for issuing CAs, because they may revoke user certs more frequently; and enable Delta CRLs (published daily) for timely revocation information. Make sure the CDP/AIA for the Issuing CA itself are properly configured too (the wizard usually sets LDAP and HTTP locations, but verify in the Extensions tab). In a lab, the default settings are fine. Web Enrollment (if installed): You can verify the web enrollment by browsing to http://<IssuingCA>/certsrv. This web UI allows browser-based certificate requests. It’s a legacy interface mostly, but for testing it can be used if your clients aren’t domain-joined or if you want a manual request method. In modern use, the Certificate Enrollment Web Service/Policy roles or auto-enrollment via Group Policy are preferred for remote and automated enrollment. At this stage, your PKI is operational: the Issuing CA trusts the offline Root CA and can issue certificates. The Root CA can be kept offline with confidence that the subordinate will handle all regular work. Validation and Testing of the PKI It’s important to verify that the PKI is configured correctly: Check CA status: On the Issuing CA, open the Certification Authority console and ensure no errors. Verify that the Issuing CA’s certificate shows OK (no red X). On the Root CA (offline most of the time), you can use the Pkiview.msc snap-in (Microsoft PKI Health Tool) on a domain-connected machine to check the health of the PKI. This tool will show if the CDPs/AIA are reachable and if certificates are properly published. Trust chain on clients: On a domain-joined client PC, the Root CA certificate should be present in the Trusted Root Certification Authorities store (if the Issuing CA was installed as Enterprise CA, it likely published the root cert to AD automatically; you can also distribute it via Group Policy or manually). The Issuing CA’s certificate should appear in the Intermediate Certification Authorities store. This establishes the chain of trust. If not, import the root cert into the domain’s Group Policy for Trusted Roots. A quick test: on a client, run certutil -config "ISSUINGCA\\Contoso Issuing CA" -ping to see if it can contact the CA (or use the Certification Authority MMC targeting the issuing CA). Enroll a test certificate: Try to enroll for a certificate from the Issuing CA. For instance, from a domain-joined client, use the Certificates MMC (in Current User or Computer context) and initiate a certificate request for a User or Computer certificate (depending on templates issued). If auto-enrollment is configured via Group Policy for a template, you can simply log on a client and see if it automatically receives a certificate. Alternatively, use the web enrollment page or certreq command to submit a request. The request should be approved and a certificate issued by "Contoso Issuing CA". After enrollment, inspect the issued certificate: it should chain up to "Contoso Root CA" without errors. Ensure that the certificate’s CDP points to the URL we set (and try to browse that URL to see the CRL file), and that the AIA points to the root cert location. Revocation test (optional): To test CRL behavior, you could revoke a test certificate on the Issuing CA (using the CA console) and publish a new CRL. On the client, after updating the CRL, the revoked certificate should show as revoked. For the Root CA, since it shouldn’t issue end-entity certs, you wouldn’t normally revoke anything except potentially the subordinate CA’s certificate (which would be a drastic action in case of compromise). By issuing a test certificate and validating the chain and revocation, you confirm that your two-tier PKI lab is functioning correctly. Maintaining the PKI: CRLs, Key Ceremonies, and Security Procedures Deploying the PKI is only the beginning. Proper maintenance and operational procedures are crucial to ensure the PKI remains secure and reliable over time. Periodic CRL Updates for the Offline Root: The Root CA’s CRL has a defined validity period (set during configuration, often 6 or 12 months for offline roots). Before the CRL expires, the Root CA must be brought online (in a secure environment) to issue a new CRL. It’s recommended to schedule CRL updates periodically (e.g., semi-annually) to prevent the CRL from expiring. An expired CRL can cause certificate chain validation to fail, potentially disrupting services. Typically, organizations set the offline root CRL validity so that publishing 1-2 times a year is sufficient. When the time comes: Start the Root CA (ensuring the system clock is correct). Run certutil -crl to issue a fresh CRL. Distribute the new CRL: copy it to the HTTP CDP location (overwrite the old file) and, if applicable, use certutil -dspublish -f RootCA.crl to update it in Active Directory. Verify that the new CRL’s next update date is extended appropriately (e.g., another 6 months out). Clients and the Issuing CA will automatically pick up the new CRL when checking for revocation. (The Issuing CA, if configured, might cache the root CRL and need a restart or certutil -setreg ca\CRLFlags +CRLF_REVCHECK_IGNORE_OFFLINE tweak if the root CRL expires unexpectedly. Keeping the schedule prevents such issues.) Issuing CA CRL and OCSP: The Issuing CA’s CRLs are published automatically as it is online. Ensure the IIS or file share hosting the CRL is accessible. Optionally, consider setting up an Online Responder (OCSP) for real-time status checking, especially if CRLs are large or you need faster revocation information. OCSP is another AD CS role service that can be configured on the issuing CA or another server to answer certificate status queries. This might be beyond a simple lab, but it’s worth mentioning for completeness. Key Ceremonies and Documentation: For production environments (and good practice even in labs), formalize the process of handling CA keys in a Key Ceremony. A key ceremony is a carefully controlled process for activities like generating the Root CA’s key pair, installing the CA, and signing subordinate certificates. It often involves multiple people to ensure no single person has unilateral control (principle of dual control) and to witness the process. Best practices for a Root CA key ceremony include: Advance Planning: Create a step-by-step script of the ceremony tasks. Include who will do what, what materials are needed (HSMs, installation media, backup devices, etc.), and the order of operations. Multiple trusted individuals present: Roles might include a Ceremony Administrator (leads the process), a Security Officer (responsible for HSM or key material handling), an Auditor (to observe and record), etc. This prevents any one person from manipulating the process and increases trust. Secure environment: Conduct the ceremony in a secure location (e.g., a locked room) free of recording devices or unauthorized personnel. Ensure the Root CA machine is isolated (no network), and ideally that BIOS/USB access controls are in place to prevent any malware. Generate keys with proper controls: If using an HSM, initialize and generate the key with the required number of key custodians each providing part of the activation material (e.g., smartcards or passphrases). Immediately back up the HSM partition or key to secure media (requiring the same custodians to restore). Sign subordinate CA certificate: As part of the ceremony, once the root key is ready, sign the subordinate’s request. This might also be a witnessed step. Document every action: Write down each command run, each key generated, serial numbers of devices used, and have all participants sign an acknowledgment of the outcomes. Also record the fingerprints of the generated Root CA certificate and any subordinate certificate to ensure they are exactly as expected. Secure storage: After the ceremony, store the Root CA machine (if it’s a laptop or VM) and HSM tokens in a tamper-evident bag or safe. The idea is to make it evident if someone tries to access the root outside of an authorized ceremony. While a full key ceremony might be overkill for a small lab, understanding these practices is important. Even in a lab, you can simulate some aspects (for learning), like documenting the procedure of taking the root online to sign the request and then locking it away. These practices greatly increase the trust in a production PKI by ensuring transparency and accountability for critical operations. Backup and Recovery Plans: Both CAs’ data should be regularly backed up: For the Root CA: since it’s rarely online, backup after any change. Typically, you’d back up the CA’s private key and certificate once (right after setup or any renewal). Store this securely offline (separate from the server itself). Also back up the CA database if it ever issues more than one cert (for root it might not issue many). For the Issuing CA: schedule automated backups of the CA database and private key. You can use the built-in certutil -backup or Windows Server Backup (which is aware of the AD CS database). Keep backups secure and test restoration procedures. Having a documented recovery procedure for the CA is crucial for continuity. Also consider backup of templates and any scripts. Maintain spare hardware or VMs in case you need to restore the CA on new hardware (especially for the root, having a procedure to restore on a new machine if the original is destroyed). Security maintenance: Apply OS updates to the CAs carefully. For the offline root, patch it offline if possible (offline servicing or connecting it briefly to a management network). For the issuing CA, treat it as a critical infrastructure server: limit its exposure (firewall it so only required services are reachable), monitor its event logs (enable auditing for Certificate Services events, which can log each issuance and revocation), and employ anti-malware tools with caution (whitelisting the CA processes to avoid interference). Also, periodically review the CA’s configuration and certificate templates to ensure they meet current security standards (for example, deprecate any weak cryptography or adjust validity periods if needed). By following these maintenance steps and best practices, your two-tier PKI will remain secure and trustworthy over time. Remember that PKI is not “set and forget” – it requires operational diligence, but the payoff is a robust trust infrastructure for your organization’s security. Additional AD CS Features and References Active Directory Certificate Services provides more capabilities than covered in this basic lab. Depending on your needs, you might explore: Certificate Templates: We touched on templates; they are a powerful feature on Enterprise CAs to enforce standardized certificate settings. Administrators can create custom templates for various use cases (SSL, S/MIME email, code signing) and control enrollment permissions. Understanding template versions and permissions is key for enterprise deployments. (Refer to Microsoft’s documentation on Certificate template concepts in Windows Server for details on how templates work and can be customized.) Web Services for Enrollment: In scenarios with remote or non-domain clients, AD CS offers the Certificate Enrollment Web Service (CES) and Certificate Enrollment Policy Web Service (CEP) role services. These allow clients to fetch enrollment policy information and request certificates over HTTP or HTTPS, even when not connected directly to the domain. They work with the certificate templates to enable similar auto-enrollment experiences over the web. See Microsoft’s guides on the Certificate Enrollment Web Service overview and Certificate Enrollment Policy Web Service overview for when to use these. Network Device Enrollment Service (NDES): This AD CS role service implements the Simple Certificate Enrollment Protocol (SCEP) to allow devices like routers, switches, and mobile devices to obtain certificates from the CA without domain credentials. NDES acts as a proxy (Registration Authority) between devices and the CA, using one-time passwords for authentication. If you need to issue certificates to network equipment or MDM-managed mobile devices, NDES is the solution. Microsoft Docs provide a Network Device Enrollment Service(NDES) overview and even details on using a policy module with NDES for advanced scenarios (like customizing how requests are processed or integrating with custom policies). Online Responders (OCSP): As mentioned, an Online Responder can be configured to answer revocation status queries more efficiently than CRLs, especially useful if your CRLs grow large or you have high-volume certificate validation (VPNs, etc.). AD CS’s Online Responder role service can be installed on a member server and configured with the OCSP Response Signing certificate from your Issuing CA. Monitoring and Auditing: Windows Servers have options to audit CA events. Enabling auditing can log events such as certificate issuance, revocation, or changes to the CA configuration. These logs are important in enterprise PKI to track who did what (for compliance and security forensics). Also, tools like the PKI Health Tool (pkiview.msc) and PowerShell cmdlets (like Get-CertificationAuthority, Get-CertificationAuthorityCertificate) can help monitor the health and configuration of your CAs. Conclusion By following this guide, you have set up a secure two-tier PKI environment consisting of an offline Root CA and an online Issuing CA. This design, which uses an offline root, is considered a security best practice for enterprise PKI deployments because it reduces the risk of your root key being compromised. With the offline Root CA acting as a hardened trust anchor and the enterprise Issuing CA handling day-to-day certificate issuance, your lab PKI can issue certificates for various purposes (HTTPS, code signing, user authentication, etc.) in a way that models real-world deployments. As you expand this lab or move to production, always remember that PKI security is as much about process as technology. Applying strict controls to protect CA keys, keeping software up to date, and monitoring your PKI’s health are all part of the journey. For further reading and official guidance, refer to these Microsoft documentation resources: 📖 AD CS PKI Design Considerations: PKI design considerations using Active Directory Certificate Services in Windows Server helps in planning a PKI deployment (number of CAs, hierarchy depth, naming, key lengths, validity periods, etc.). This is useful to read when adapting this lab design to a production environment. It also covers configuring CDP/AIA and why offline roots usually don’t need delta CRLs. 📖 AD CS Step-by-Step Guides: Microsoft’s Test Lab Guide Test Lab Guide: Deploying an AD CS Two-Tier PKI Hierarchy walk through a similar scenario.Security as the core primitive - Securing AI agents and apps
This week at Microsoft Ignite, we shared our vision for Microsoft security -- In the agentic era, security must be ambient and autonomous, like the AI it protects. It must be woven into and around everything we build—from silicon to OS, to agents, apps, data, platforms, and clouds—and throughout everything we do. In this blog, we are going to dive deeper into many of the new innovations we are introducing this week to secure AI agents and apps. As I spend time with our customers and partners, there are four consistent themes that have emerged as core security challenges to secure AI workloads. These are: preventing agent sprawl and access to resources, protecting against data oversharing and data leaks, defending against new AI threats and vulnerabilities, and adhering to evolving regulations. Addressing these challenges holistically requires a coordinated effort across IT, developers, and security leaders, not just within security teams and to enable this, we are introducing several new innovations: Microsoft Agent 365 for IT, Foundry Control Plane in Microsoft Foundry for developers, and the Security Dashboard for AI for security leaders. In addition, we are releasing several new purpose-built capabilities to protect and govern AI apps and agents across Microsoft Defender, Microsoft Entra, and Microsoft Purview. Observability at every layer of the stack To facilitate the organization-wide effort that it takes to secure and govern AI agents and apps – IT, developers, and security leaders need observability (security, management, and monitoring) at every level. IT teams need to enable the development and deployment of any agent in their environment. To ensure the responsible and secure deployment of agents into an organization, IT needs a unified agent registry, the ability to assign an identity to every agent, manage the agent’s access to data and resources, and manage the agent’s entire lifecycle. In addition, IT needs to be able to assign access to common productivity and collaboration tools, such as email and file storage, and be able to observe their entire agent estate for risks such as over-permissioned agents. Development teams need to build and test agents, apply security and compliance controls by default, and ensure AI models are evaluated for safety guardrails and security vulnerabilities. Post deployment, development teams must observe agents to ensure they are staying on task, accessing applications and data sources appropriately, and operating within their cost and performance expectations. Security & compliance teams must ensure overall security of their AI estate, including their AI infrastructure, platforms, data, apps, and agents. They need comprehensive visibility into all their security risks- including agent sprawl and resource access, data oversharing and leaks, AI threats and vulnerabilities, and complying with global regulations. They want to address these risks by extending their existing security investments that they are already invested in and familiar with, rather than using siloed or bolt-on tools. These teams can be most effective in delivering trustworthy AI to their organizations if security is natively integrated into the tools and platforms that they use every day, and if those tools and platforms share consistent security primitives such as agent identities from Entra; data security and compliance controls from Purview; and security posture, detections, and protections from Defender. With the new capabilities being released today, we are delivering observability at every layer of the AI stack, meeting IT, developers, and security teams where they are in the tools they already use to innovate with confidence. For IT Teams - Introducing Microsoft Agent 365, the control plane for agents, now in preview The best infrastructure for managing your agents is the one you already use to manage your users. With Agent 365, organizations can extend familiar tools and policies to confidently deploy and secure agents, without reinventing the wheel. By using the same trusted Microsoft 365 infrastructure, productivity apps, and protections, organizations can now apply consistent and familiar governance and security controls that are purpose-built to protect against agent-specific threats and risks. gement and governance of agents across organizations Microsoft Agent 365 delivers a unified agent Registry, Access Control, Visualization, Interoperability, and Security capabilities for your organization. These capabilities work together to help organizations manage agents and drive business value. The Registry powered by the Entra provides a complete and unified inventory of all the agents deployed and used in your organization including both Microsoft and third-party agents. Access Control allows you to limit the access privileges of your agents to only the resources that they need and protect their access to resources in real time. Visualization gives organizations the ability to see what matters most and gain insights through a unified dashboard, advanced analytics, and role-based reporting. Interop allows agents to access organizational data through Work IQ for added context, and to integrate with Microsoft 365 apps such as Outlook, Word, and Excel so they can create and collaborate alongside users. Security enables the proactive detection of vulnerabilities and misconfigurations, protects against common attacks such as prompt injections, prevents agents from processing or leaking sensitive data, and gives organizations the ability to audit agent interactions, assess compliance readiness and policy violations, and recommend controls for evolving regulatory requirements. Microsoft Agent 365 also includes the Agent 365 SDK, part of Microsoft Agent Framework, which empowers developers and ISVs to build agents on their own AI stack. The SDK enables agents to automatically inherit Microsoft's security and governance protections, such as identity controls, data security policies, and compliance capabilities, without the need for custom integration. For more details on Agent 365, read the blog here. For Developers - Introducing Microsoft Foundry Control Plane to observe, secure and manage agents, now in preview Developers are moving fast to bring agents into production, but operating them at scale introduces new challenges and responsibilities. Agents can access tools, take actions, and make decisions in real time, which means development teams must ensure that every agent behaves safely, securely, and consistently. Today, developers need to work across multiple disparate tools to get a holistic picture of the cybersecurity and safety risks that their agents may have. Once they understand the risk, they then need a unified and simplified way to monitor and manage their entire agent fleet and apply controls and guardrails as needed. Microsoft Foundry provides a unified platform for developers to build, evaluate and deploy AI apps and agents in a responsible way. Today we are excited to announce that Foundry Control Plane is available in preview. This enables developers to observe, secure, and manage their agent fleets with built-in security, and centralized governance controls. With this unified approach, developers can now identify risks and correlate disparate signals across their models, agents, and tools; enforce consistent policies and quality gates; and continuously monitor task adherence and runtime risks. Foundry Control Plane is deeply integrated with Microsoft’s security portfolio to provide a ‘secure by design’ foundation for developers. With Microsoft Entra, developers can ensure an agent identity (Agent ID) and access controls are built into every agent, mitigating the risk of unmanaged agents and over permissioned resources. With Microsoft Defender built in, developers gain contextualized alerts and posture recommendations for agents directly within the Foundry Control Plane. This integration proactively prevents configuration and access risks, while also defending agents from runtime threats in real time. Microsoft Purview’s native integration into Foundry Control Plane makes it easy to enable data security and compliance for every Foundry-built application or agent. This allows Purview to discover data security and compliance risks and apply policies to prevent user prompts and AI responses from safety and policy violations. In addition, agent interactions can be logged and searched for compliance and legal audits. This integration of the shared security capabilities, including identity and access, data security and compliance, and threat protection and posture ensures that security is not an afterthought; it’s embedded at every stage of the agent lifecycle, enabling you to start secure and stay secure. For more details, read the blog. For Security Teams - Introducing Security Dashboard for AI - unified risk visibility for CISOs and AI risk leaders, coming soon AI proliferation in the enterprise, combined with the emergence of AI governance committees and evolving AI regulations, leaves CISOs and AI risk leaders needing a clear view of their AI risks, such as data leaks, model vulnerabilities, misconfigurations, and unethical agent actions across their entire AI estate, spanning AI platforms, apps, and agents. 90% of security professionals, including CISOs, report that their responsibilities have expanded to include data governance and AI oversight within the past year. 1 At the same time, 86% of risk managers say disconnected data and systems lead to duplicated efforts and gaps in risk coverage. 2 To address these needs, we are excited to introduce the Security Dashboard for AI. This serves as a unified dashboard that aggregates posture and real-time risk signals from Microsoft Defender, Microsoft Entra, and Microsoft Purview. This unified dashboard allows CISOs and AI risk leaders to discover agents and AI apps, track AI posture and drift, and correlate risk signals to investigate and act across their entire AI ecosystem. For example, you can see your full AI inventory and get visibility into a quarantined agent, flagged for high data risk due to oversharing sensitive information in Purview. The dashboard then correlates that signal with identity insights from Entra and threat protection alerts from Defender to provide a complete picture of exposure. From there, you can delegate tasks to the appropriate teams to enforce policies and remediate issues quickly. With the Security Dashboard for AI, CISOs and risk leaders gain a clear, consolidated view of AI risks across agents, apps, and platforms—eliminating fragmented visibility, disconnected posture insights, and governance gaps as AI adoption scales. Best of all, there’s nothing new to buy. If you’re already using Microsoft security products to secure AI, you’re already a Security Dashboard for AI customer. Figure 5: Security Dashboard for AI provides CISOs and AI risk leaders with a unified view of their AI risk by bringing together their AI inventory, AI risk, and security recommendations to strengthen overall posture Together, these innovations deliver observability and security across IT, development, and security teams, powered by Microsoft’s shared security capabilities. With Microsoft Agent 365, IT teams can manage and secure agents alongside users. Foundry Control Plane gives developers unified governance and lifecycle controls for agent fleets. Security Dashboard for AI provides CISOs and AI risk leaders with a consolidated view of AI risks across platforms, apps, and agents. Added innovation to secure and govern your AI workloads In addition to the IT, developer, and security leader-focused innovations outlined above, we continue to accelerate our pace of innovation in Microsoft Entra, Microsoft Purview, and Microsoft Defender to address the most pressing needs for securing and governing your AI workloads. These needs are: Manage agent sprawl and resource access e.g. managing agent identity, access to resources, and permissions lifecycle at scale Prevent data oversharing and leaks e.g. protecting sensitive information shared in prompts, responses, and agent interactions Defend against shadow AI, new threats, and vulnerabilities e.g. managing unsanctioned applications, preventing prompt injection attacks, and detecting AI supply chain vulnerabilities Enable AI governance for regulatory compliance e.g. ensuring AI development, operations, and usage comply with evolving global regulations and frameworks Manage agent sprawl and resource access 76% of business leaders expect employees to manage agents within the next 2–3 years. 3 Widespread adoption of agents is driving the need for visibility and control, which includes the need for a unified registry, agent identities, lifecycle governance, and secure access to resources. Today, Microsoft Entra provides robust identity protection and secure access for applications and users. However, organizations lack a unified way to manage, govern, and protect agents in the same way they manage their users. Organizations need a purpose-built identity and access framework for agents. Introducing Microsoft Entra Agent ID, now in preview Microsoft Entra Agent ID offers enterprise-grade capabilities that enable organizations to prevent agent sprawl and protect agent identities and their access to resources. These new purpose-built capabilities enable organizations to: Register and manage agents: Get a complete inventory of the agent fleet and ensure all new agents are created with an identity built-in and are automatically protected by organization policies to accelerate adoption. Govern agent identities and lifecycle: Keep the agent fleet under control with lifecycle management and IT-defined guardrails for both agents and people who create and manage them. Protect agent access to resources: Reduce risk of breaches, block risky agents, and prevent agent access to malicious resources with conditional access and traffic inspection. Agents built in Microsoft Copilot Studio, Microsoft Foundry, and Security Copilot get an Entra Agent ID built-in at creation. Developers can also adopt Entra Agent ID for agents they build through Microsoft Agent Framework, Microsoft Agent 365 SDK, or Microsoft Entra Agent ID SDK. Read the Microsoft Entra blog to learn more. Prevent data oversharing and leaks Data security is more complex than ever. Information Security Media Group (ISMG) reports that 80% of leaders cite leakage of sensitive data as their top concern. 4 In addition to data security and compliance risks of generative AI (GenAI) apps, agents introduces new data risks such as unsupervised data access, highlighting the need to protect all types of corporate data, whether it is accessed by employees or agents. To mitigate these risks, we are introducing new Microsoft Purview data security and compliance capabilities for Microsoft 365 Copilot and for agents and AI apps built with Copilot Studio and Microsoft Foundry, providing unified protection, visibility, and control for users, AI Apps, and Agents. New Microsoft Purview controls safeguard Microsoft 365 Copilot with real-time protection and bulk remediation of oversharing risks Microsoft Purview and Microsoft 365 Copilot deliver a fully integrated solution for protecting sensitive data in AI workflows. Based on ongoing customer feedback, we’re introducing new capabilities to deliver real-time protection for sensitive data in M365 Copilot and accelerated remediation of oversharing risks: Data risk assessments: Previously, admins could monitor oversharing risks such as SharePoint sites with unprotected sensitive data. Now, they can perform item-level investigations and bulk remediation for overshared files in SharePoint and OneDrive to quickly reduce oversharing exposure. Data Loss Prevention (DLP) for M365 Copilot: DLP previously excluded files with sensitivity labels from Copilot processing. Now in preview, DLP also prevents prompts that include sensitive data from being processed in M365 Copilot, Copilot Chat, and Copilot agents, and prevents Copilot from using sensitive data in prompts for web grounding. Priority cleanup for M365 Copilot assets: Many organizations have org-wide policies to retain or delete data. Priority cleanup, now generally available, lets admins delete assets that are frequently processed by Copilot, such as meeting transcripts and recordings, on an independent schedule from the org-wide policies while maintaining regulatory compliance. On-demand classification for meeting transcripts: Purview can now detect sensitive information in meeting transcripts on-demand. This enables data security admins to apply DLP policies and enforce Priority cleanup based on the sensitive information detected. & bulk remediation Read the full Data Security blog to learn more. Introducing new Microsoft Purview data security capabilities for agents and apps built with Copilot Studio and Microsoft Foundry, now in preview Microsoft Purview now extends the same data security and compliance for users and Copilots to agents and apps. These new capabilities are: Enhanced Data Security Posture Management: A centralized DSPM dashboard that provides observability, risk assessment, and guided remediation across users, AI apps, and agents. Insider Risk Management (IRM) for Agents: Uniquely designed for agents, using dedicated behavioral analytics, Purview dynamically assigns risk levels to agents based on their risky handing of sensitive data and enables admins to apply conditional policies based on that risk level. Sensitive data protection with Azure AI Search: Azure AI Search enables fast, AI-driven retrieval across large document collections, essential for building AI Apps. When apps or agents use Azure AI Search to index or retrieve data, Purview sensitivity labels are preserved in the search index, ensuring that any sensitive information remains protected under the organization’s data security & compliance policies. For more information on preventing data oversharing and data leaks - Learn how Purview protects and governs agents in the Data Security and Compliance for Agents blog. Defend against shadow AI, new threats, and vulnerabilities AI workloads are subject to new AI-specific threats like prompt injections attacks, model poisoning, and data exfiltration of AI generated content. Although security admins and SOC analysts have similar tasks when securing agents, the attack methods and surfaces differ significantly. To help customers defend against these novel attacks, we are introducing new capabilities in Microsoft Defender that deliver end-to-end protection, from security posture management to runtime defense. Introducing Security Posture Management for agents, now in preview As organizations adopt AI agents to automate critical workflows, they become high-value targets and potential points of compromise, creating a critical need to ensure agents are hardened, compliant, and resilient by preventing misconfigurations and safeguarding against adversarial manipulation. Security Posture Management for agents in Microsoft Defender now provides an agent inventory for security teams across Microsoft Foundry and Copilot Studio agents. Here, analysts can assess the overall security posture of an agent, easily implement security recommendations, and identify vulnerabilities such as misconfigurations and excessive permissions, all aligned to the MITRE ATT&CK framework. Additionally, the new agent attack path analysis visualizes how an agent’s weak security posture can create broader organizational risk, so you can quickly limit exposure and prevent lateral movement. Introducing Threat Protection for agents, now in preview Attack techniques and attack surfaces for agents are fundamentally different from other assets in your environment. That’s why Defender is delivering purpose-built protections and detections to help defend against them. Defender is introducing runtime protection for Copilot Studio agents that automatically block prompt injection attacks in real time. In addition, we are announcing agent-specific threat detections for Copilot Studio and Microsoft Foundry agents coming soon. Defender automatically correlates these alerts with Microsoft’s industry-leading threat intelligence and cross-domain security signals to deliver richer, contextualized alerts and security incident views for the SOC analyst. Defender’s risk and threat signals are natively integrated into the new Microsoft Foundry Control Plane, giving development teams full observability and the ability to act directly from within their familiar environment. Finally, security analysts will be able to hunt across all agent telemetry in the Advanced Hunting experience in Defender, and the new Agent 365 SDK extends Defender’s visibility and hunting capabilities to third-party agents, starting with Genspark and Kasisto, giving security teams even more coverage across their AI landscape. To learn more about how you can harden the security posture of your agents and defend against threats, read the Microsoft Defender blog. Enable AI governance for regulatory compliance Global AI regulations like the EU AI Act and NIST AI RMF are evolving rapidly; yet, according to ISMG, 55% of leaders report lacking clarity on current and future AI regulatory requirements. 5 As enterprises adopt AI, they must ensure that their AI innovation aligns with global regulations and standards to avoid costly compliance gaps. Introducing new Microsoft Purview Compliance Manager capabilities to stay ahead of evolving AI regulations, now in preview Today, Purview Compliance Manager provides over 300 pre-built assessments for common industry, regional, and global standards and regulations. However, the pace of change for new AI regulations requires controls to be continuously re-evaluated and updated so that organizations can adapt to ongoing changes in regulations and stay compliant. To address this need, Compliance Manager now includes AI-powered regulatory templates. AI-powered regulatory templates enable real-time ingestion and analysis of global regulatory documents, allowing compliance teams to quickly adapt to changes as they happen. As regulations evolve, the updated regulatory documents can be uploaded to Compliance Manager, and the new requirements are automatically mapped to applicable recommended actions to implement controls across Microsoft Defender, Microsoft Entra, Microsoft Purview, Microsoft 365, and Microsoft Foundry. Automated actions by Compliance Manager further streamline governance, reduce manual workload, and strengthen regulatory accountability. Introducing expanded Microsoft Purview compliance capabilities for agents and AI apps now in preview Microsoft Purview now extends its compliance capabilities across agent-generated interactions, ensuring responsible use and regulatory alignment as AI becomes deeply embedded across business processes. New capabilities include expanded coverage for: Audit: Surface agent interactions, lifecycle events, and data usage with Purview Audit. Unified audit logs across user and agent activities, paired with traceability for every agent using an Entra Agent ID, support investigation, anomaly detection, and regulatory reporting. Communication Compliance: Detect prompts sent to agents and agent-generated responses containing inappropriate, unethical, or risky language, including attempts to manipulate agents into bypassing policies, generating risky content, or producing noncompliant outputs. When issues arise, data security admins get full context, including the prompt, the agent’s output, and relevant metadata, so they can investigate and take corrective action Data Lifecycle Management: Apply retention and deletion policies to agent-generated content and communication flows to automate lifecycle controls and reduce regulatory risk. Read about Microsoft Purview data security for agents to learn more. Finally, we are extending our data security, threat protection, and identity access capabilities to third-party apps and agents via the network. Advancing Microsoft Entra Internet Access Secure Web + AI Gateway - extend runtime protections to the network, now in preview Microsoft Entra Internet Access, part of the Microsoft Entra Suite, has new capabilities to secure access to and usage of GenAI at the network level, marking a transition from Secure Web Gateway to Secure Web and AI Gateway. Enterprises can accelerate GenAI adoption while maintaining compliance and reducing risk, empowering employees to experiment with new AI tools safely. The new capabilities include: Prompt injection protection which blocks malicious prompts in real time by extending Azure AI Prompt Shields to the network layer. Network file filtering which extends Microsoft Purview to inspect files in transit and prevents regulated or confidential data from being uploaded to unsanctioned AI services. Shadow AI Detection that provides visibility into unsanctioned AI applications through Cloud Application Analytics and Defender for Cloud Apps risk scoring, empowering security teams to monitor usage trends, apply Conditional Access, or block high-risk apps instantly. Unsanctioned MCP server blocking prevents access to MCP servers from unauthorized agents. With these controls, you can accelerate GenAI adoption while maintaining compliance and reducing risk, so employees can experiment with new AI tools safely. Read the Microsoft Entra blog to learn more. As AI transforms the enterprise, security must evolve to meet new challenges—spanning agent sprawl, data protection, emerging threats, and regulatory compliance. Our approach is to empower IT, developers, and security leaders with purpose-built innovations like Agent 365, Foundry Control Plane, and the Security Dashboard for AI. These solutions bring observability, governance, and protection to every layer of the AI stack, leveraging familiar tools and integrated controls across Microsoft Defender, Microsoft Entra, and Microsoft Purview. The future of security is ambient, autonomous, and deeply woven into the fabric of how we build, deploy, and govern AI systems. Explore additional resources Learn more about Security for AI solutions on our webpage Learn more about Microsoft Agent 365 Learn more about Microsoft Entra Agent ID Get started with Microsoft 365 Copilot Get started with Microsoft Copilot Studio Get started with Microsoft Foundry Get started with Microsoft Defender for Cloud Get started with Microsoft Entra Get started with Microsoft Purview Get started with Microsoft Purview Compliance Manager Sign up for a free Microsoft 365 E5 Security Trial and Microsoft Purview Trial 1 Bedrock Security, 2025 Data Security Confidence Index, published Mar 17, 2025. 2 AuditBoard & Ascend2, Connected Risk Report 2024; as cited by MIT Sloan Management Review, Spring 2025. 3 KPMG AI Quarterly Pulse Survey | Q3 2025. September 2025. n= 130 U.S.-based C-suite and business leaders representing organizations with annual revenue of $1 billion or more 4 First Annual Generative AI study: Business Rewards vs. Security Risks, , Q3 2023, ISMG, N=400 5 First Annual Generative AI study: Business Rewards vs. Security Risks, Q3 2023, ISMG, N=400Secure 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 365PMPurEmpowering organizations with integrated data security: What’s new in Microsoft Purview
Today, data moves across clouds, apps, and devices at an unprecedented speed, often outside the visibility of siloed legacy tools. The rise of autonomous agents, generative AI, and distributed data ecosystems means that traditional perimeter-based security models are no longer sufficient. Even though companies are spending more than $213 billion globally, they still face several persistent security challenges: Fragmented tools don’t integrate together well and leave customers lacking full visibility of their data security risks The growing use of AI in the workplace is creating new data risks for companies to manage The shortage of skilled cybersecurity professionals is making it difficult to accomplish data security objectives Microsoft is a global leader in cloud, productivity, and security solutions. Microsoft Purview benefits from this breadth of offerings, integrating seamlessly across Microsoft 365, Azure, Microsoft Fabric, and other Microsoft platforms — while also working in harmony with complementary security tools. Unlike fragmented point solutions, Purview delivers an end-to-end data security platform built into the productivity and collaboration tools organizations already rely on. This deep understanding of data within Microsoft environments, combined with continually improving external data risk detections, allows customers to simplify their security stack, increase visibility, and act on data risks more quickly. At Ignite, we’re introducing the next generation of data security — delivering advanced protection and operational efficiency, so security teams can move at business speed while maintaining control of their data. Go beyond visibility into action, across your data estate Many customers today lack a comprehensive view of how to holistically address data security risks and properly manage their data security posture. To help customers strengthen data security across their data estate, we are excited to announce the new, enhanced Microsoft Purview Data Security Posture Management (DSPM). This new AI-powered DSPM experience unifies current Purview DSPM and DSPM for AI capabilities to create a central entry point for data security insights and controls, from which organizations can take action to continually improve their data security posture and prioritize risks. The new capabilities in the enhanced DSPM experience are: Outcome-Based workflows: Choose a data security objective and see related metrics, risk patterns, a recommended action plan and its impact - going from insight to action. Expanded coverage and remediation on Data Risk Assessments: Conduct item-level analysis with new remediation actions like bulk disabling of overshared SharePoint links. Out-of-box posture reports: Uncover data protection gaps and track security posture improvements with out-of-box reports that provide rich context on label usage, auto-labeling effectiveness, posture drift through label transitions, and DLP policy activities. AI Observability: Surface an organization’s agent inventory with assigned agent risk level and agent posture metrics based on agentic interactions with the organization’s data. New Security Copilot Agent: Accelerate the discovery and analysis of sensitive data to uncover hidden risks across files, emails, and messages. Gain visibility of non-Microsoft data within your data estate: Enable a unified view of data risks by gaining visibility into Salesforce, Snowflake, Google Cloud Platform, and Databricks – available through integrations with external partners via Microsoft Sentinel. These DSPM enhancements will be available in Public Preview within the upcoming weeks. Learn more in our blog dedicated to the announcement of the new Microsoft Purview DSPM. Together, these innovations reflect a larger shift: data security is no longer about silos—it’s about unified visibility and control everywhere data lives and having a comprehensive understanding of the data estate to detect and prevent data risks. Organizations trust Microsoft for their productivity and security platforms, but their footprint spans across third-party data environments too. That’s why Purview continues to expand protection beyond Microsoft environments. In addition to bringing in 3rd party data into DSPM, we are also expanding auto-labeling to three new Data Map sources, adding to the data sources we previously announced. Currently in public preview, the new sources include Snowflake, SQL Server, and Amazon S3. Once connected to Purview, admins gain an “at-a-glance” view of all data sources and can automatically apply sensitivity labels, enforcing consistent security policies without manual effort. This helps organizations discover sensitive information at scale, reduce the risk of data exposure, and ensure safer AI adoption all while simplifying governance through centralized policy management and visibility across their entire data estate. Enable AI adoption and prevent data oversharing As organizations adopt more autonomous agents, new risks emerge, such as unsupervised data access and creation, cascading agent interactions, and unclear data activity accountability. Besides AI Observability in DSPM providing details on the inventory and risk level of the agents, Purview is expanding its industry-leading data security and compliance capabilities to secure and govern agents that inherit users’ policies and controls, as well as agents that have their own unique IDs, policies, and controls. This includes agent types across Microsoft 365 Copilot, Copilot Studio, Microsoft Foundry, and third-party platforms. Key enhancements include: Extension of Purview Information Protection and Data Loss Prevention policies to autonomous agents: Scope autonomous agents with an Agent ID into Purview policies that work for users across Microsoft 365 apps, including Exchange, SharePoint, and Teams. Microsoft Purview Insider Risk Management for Agents: With dedicated indicators and behavioral analytics to flag specific risky agent activities, enable proactive investigation by assigning risk levels to each agent. Extension of Purview data compliance capabilities to agent interactions: Microsoft Purview Communication Compliance, Data Lifecycle Management, Audit, and eDiscovery extend to agent interactions, supporting responsible use, secure retention, and agentic accountability. Purview SDK embedded in Agent Framework SDK: Purview SDK embedded in Agent Framework SDK enables developers to integrate enterprise-grade security, compliance, and governance into AI agents. It delivers automatic data classification, prevents sensitive data leaks and oversharing, and provides visibility and control for regulatory compliance, empowering secure adoption of AI agents in complex environments. Purview integration with Foundry: Purview is now enabled within Foundry, allowing Foundry admins to activate Microsoft Purview on their subscription. Once enabled, interaction data from all apps and agents flows into Purview for centralized compliance, governance, and posture management of AI data. Azure AI Search honors Purview labels and policies: Azure AI Search now ingests Microsoft Purview sensitivity labels and enforces corresponding protection policies through built-in indexers (SharePoint, OneLake, Azure Blob, ADLS Gen2). This ensures secure, policy-aligned search over enterprise data, enabling agentic RAG scenarios where only authorized documents are returned or sent to LLMs, preventing oversharing and aligning with enterprise data protection standards. Extension of Purview Data Loss Prevention policies to Copilot Mode in Edge for Business: This week, Microsoft Edge for Business introduced Copilot Mode, transforming the browser into a proactive, agentic partner. This is AI-assisted browsing will honor the user’s existing DLP protections, such as endpoint DLP policies that prevent pasting to sensitive service domains, or summarizing sensitive page content. Learn more in our blog dedicated to the announcements of Microsoft Purview for Agents. New capabilities in Microsoft Purview, now in public preview, to help prevent data oversharing and leakage through AI include: Expansion of Microsoft Purview Data Loss Prevention (DLP) for Microsoft 365 Copilot: Previously, we introduced DLP for Microsoft 365 Copilot to prevent labeled files & emails from being used as grounding data for responses, therefore reducing the risk of oversharing. Today, we are expanding DLP for Microsoft 365 Copilot to safeguard prompts containing sensitive data. This real-time control helps organizations mitigate data leakage and oversharing risks by preventing Microsoft 365 Copilot, Copilot Chat, and Microsoft 365 Copilot agents from returning a response when prompts contain sensitive data or using that sensitive data for grounding in Microsoft 365 or the web. For example, if a user searches, “Can you tell me more about my customer based on their address: 1234 Main Street,” Copilot will both inform the user that organizational policies prevent it from responding to their prompt, as well as block any web queries to Bing for “1234 Main Street.” Enhancements to inline data protection in Edge for Business: Earlier this year, we introduced inline data protection in Edge for Business to prevent sensitive data from being leaked to unmanaged consumer AI apps, starting with ChatGPT, Google Gemini, and DeepSeek. We are not only making this capability generally available for the initial set of AI apps, but also expanding the capability to 30+ new apps in public preview and supporting file upload activity in addition to text. This addresses potential data leakage that can occur when employees send organizational files or data to consumer AI apps for help with work-related tasks, such as document creation or code reviews. Inline data protection for the network: For user activity outside of the browser, we are also enabling inline data protection at the network layer. Earlier this year, we introduced integrations with supported secure service edge (SSE) providers to detect when sensitive data is shared to unmanaged cloud locations, such as consumer AI apps or personal cloud storage, even if sharing occurs outside of the Edge browser. In addition to the discovery of sensitive data, these integrations now support protection controls that block sensitive data from leaving a user device and reaching an unmanaged cloud service or application. These capabilities are now generally available through the Netskope and iboss integrations, and inline data discovery is available in public preview through the Palo Alto Networks integration. Extension of Purview protection to on-device AI: Purview DLP policies now extend to the Recall experience in Copilot+ PC devices to prevent sensitive organizational data from being undesirably captured and retained. Admins can now block Recall snapshots based on sensitivity label or the presence of Purview sensitive information types (SITs) in a document open on the device, or simply honor and display the sensitivity labels of content captured in the Recall snapshot library. For example, a DLP policy can be configured to prevent recall from taking snapshots of any documents labeled “Highly Confidential,” or a product design file that contains intellectual property. Learn more in the Windows IT Pro blog. Best-in-class data security for Microsoft environments Microsoft Purview sets the standard for data security within its own ecosystem. Organizations benefit from unified security policies and seamless compliance controls that are purpose-built for Microsoft environments, ensuring sensitive data remains secure without compromising productivity. We also are constantly investing in expanding protections and controls to Microsoft collaboration tools including SharePoint, Teams, Fabric, Azure and across Microsoft 365. On-demand classification adds meeting transcript coverage and new enhancements: To help organizations protect sensitive data sitting in data-at-rest, on-demand classification now extends to meeting transcripts, enabling the discovery and classification of sensitive information shared in existing recorded meeting transcripts. Once classified, admins can set up DLP or Data Lifecycle Management (DLM) policies to properly protect and retain this data according to organizational policies. This is now generally available, empowering organizations to strengthen data security, streamline compliance, and ensure even sensitive information in data-at-rest is discovered, protected, and governed more effectively. In addition, on-demand classification for endpoints is also generally available, giving organizations even broader coverage across their data estate. New usage posture and consumption reports: We’re introducing new usage posture and consumption reports, now in public preview. Admins can quickly identify compliance gaps, optimize Purview seat assignments, and understand how consumptive features are driving spend. With granular insights by feature, policy, and user type, admins can analyze usage trends, forecast costs, and toggle consumptive features on and off directly, all from a unified dashboard. The result: stronger compliance, easier cost management, and better alignment of Purview investments to your organization’s needs. Enable DLP and Copilot protection with extended SharePoint permissions: Extended SharePoint permissions, now generally available, make it simple to protect and manage files in SharePoint by allowing library owners to apply a default sensitivity label to an entire document library. When this is enabled, the label is dynamically enforced across all unprotected files in the library, both new and existing, within the library. Downloaded files are automatically encrypted, and access is managed based on SharePoint site membership, giving organizations powerful, scalable access control. With extended SharePoint permissions, teams can consistently apply labels at scale, automate DLP policy enforcement, and confidently deploy Copilot, all without the need for manually labeling files. Whether for internal teams, external partners, or any group where permissions need to be tightly controlled, extended SharePoint permissions streamline protection and compliance in SharePoint. Network file filtering via Entra GSA integration: We are integrating Purview with Microsoft Entra to enable file filtering at the network layer. These filtering controls help prevent sensitive content from being shared to unauthorized services based on properties such as sensitivity labels or presence of Purview sensitive information types (SITs) within the file. For example, Entra admins can now create a file policy to block files containing credit card numbers from passing through the network. Learn more here. Expanded protection scenarios enabled by Purview endpoint DLP: We are introducing several noteworthy enhancements to Purview endpoint DLP to protect an even broader range of exfiltration or leakage scenarios from organizational devices, without hindering user productivity. These enhancements, initially available on Windows devices, include: Extending protection to unsaved files: Files no longer need to be saved to disk to be protected under a DLP policy. With this improvement, unsaved files will undergo a point-in-time evaluation to detect the presence of sensitive data and apply the appropriate protections. Expanded support for removable media: Admins can now prevent data exfiltration to broader list of removable media devices, including iPhones, Android devices, and CD-ROMs. Protection for Outlook attachments downloaded to removable media or network shares: Admins can now prevent exfiltration of email attachments when users attempt to drag and drop them into USB devices, network shares, and other removable media. Expanded capability support for macOS: In addition to the new endpoint DLP protections introduced above, we are also expanding the following capabilities, already available for Windows devices, to devices running on macOS: Expanded file type coverage to 110+ file types, blanket protections for non-Office or PDF file types, addition of “allow” and “off” policy actions, device-based policy scoping to scope policies to specific devices or device groups (or apply exclusions), and integration with Power Automate. Manageability and alert investigation improvements in Purview DLP: Lastly, we are also introducing device manageability and alert investigation improvements in Purview DLP to simplify the day-to-day experience for admins. These improvements include: Reporting and troubleshooting improvements for devices onboarded to endpoint DLP: We are introducing additional tools for admins to build confidence in their Purview DLP protections for endpoint devices. These enhancements, designed to maximize reliability and enable better troubleshooting of potential issues, include near real-time reporting of policy syncs initiated on devices and policy health insights into devices’ compliance status and readiness to receive policies. Enhancements to always-on diagnostics: Earlier this year, we introduced always-on diagnostics to automatically collect logs from Windows endpoint devices, eliminating the need to reproduce issues when submitting an investigation request or raising a support ticket. This capability is expanding so that admins now have on-demand access to diagnostic logs from users’ devices without intervening in their operations. This further streamlines the issue resolution process for DLP admins while minimizing end user disruption. Simplified DLP alert investigation, including easier navigation to crucial alert details in just 1 click, and the ability to aggregate alerts originating from a single user for more streamlined investigation and response. For organizations who manage Purview DLP alerts within their broader incident management process in Microsoft Defender, we are pleased to share that alert severities will now be synced between the Purview portal and the Defender portal. Expanding enterprise-grade data security to small and medium businesses (SMBs): Purview is extending its reach beyond large enterprises by introducing a new add-on for Microsoft 365 Business Premium, bringing advanced data security and compliance capabilities to SMBs. The Microsoft Purview suite for Business Premium brings the same enterprise-grade protection, such as sensitivity labeling, data loss prevention, and compliance management, to organizations with up to 300 users. This enables SMBs to operate with the same level of compliance and data security as large enterprises, all within a simplified, cost-effective experience built for smaller teams. Stepping into the new era of technology with AI-powered data security Globally, there is a shortage of skilled cybersecurity professionals. Simultaneously, the volume of alerts and incidents is ever growing. By infusing AI into data security solutions, admins can scale their impact. By reducing manual workloads, they enhance operational effectiveness and strengthen overall security posture – allowing defenders to stay ahead. In 2025, 82% of organizations have developed plans to use GenAI to fortify their data security programs. With its cutting-edge generative AI-powered investigative capabilities, Microsoft Purview Data Security Investigations (DSI) is transforming and scaling how data security admins analyze incident-related data. Since being released into public preview in April, the product has made a big impact with customers like Toyota Motors North America. "Data Security Investigations eliminates manual work, automating investigations in minutes. It’s designed to handle the scale and complexity of large data sets by correlating user activity with data movement, giving analysts a faster, more efficient path to meaningful insights,” said solution architect Dan Garawecki. This Ignite, we are introducing several new capabilities in DSI, including: DSI integration with DSPM: View proactive, summary insights and launch a Data Security Investigation directly from DSPM. This integration brings the full power of DSI analysis to your fingertips, enabling admins to drill into data risks surfaced in DSPM with speed and precision. Enhancements in DSI AI-powered deep content analysis capabilities: Admins can now add context before AI analysis for higher-quality, more efficient investigations. A new AI-powered natural language search function lets admins locate specific files using keywords, metadata, and embeddings. Vector search and content categorization enhancements allow admins to better identify risky assets. Together, these enhancements equip admins with sharper, faster tools for identifying buried data risks – both proactively and reactively. DSI cost transparency report and in-product estimator: To help customers manage pay-as-you-go billing, DSI is adding a new lightweight in-product cost estimator and transparency report. We are also expanding Security Copilot in Microsoft Purview with AI-powered capabilities that strengthen both the protection and investigation of sensitive data by introducing the Data Security Posture Agent and Data Security Triage Agent. Data Security Posture Agent: Available in preview, the new Data Security Posture Agent uses LLMs to help admins answer “Is this happening?” across thousands of files—delivering fast, intent-driven discovery and risk profiling, even when explicit keywords are absent. Integrated with Purview DSPM, it surfaces actionable insights and improves compliance, helping teams reduce risk and respond to threats before they escalate. Data Security Triage Agent: Alongside this, the Data Security Triage Agent, now generally available, enables analysts to efficiently triage and remediate the most critical alerts, automating incident response and surfacing the threats that matter most. Together, these agentic capabilities convert high-volume signals into consistent, closed-loop action, accelerate investigations and remediation, reduce policy-violation dwell time, and improve audit readiness, all natively integrated within Microsoft 365 and Purview so security teams can scale outcomes without scaling headcount. To make the agents easily accessible and help teams get started more quickly, we are excited to announce that Security Copilot will be available to all Microsoft 365 E5 customers. Rollout starts today for existing Security Copilot customers with Microsoft 365 E5 and will continue in the upcoming months for all Microsoft 365 E5 customers. Customers will receive advanced notice before activation. Learn more: https://aka.ms/SCP-Ignite25 Data security that keeps innovating alongside you As we look ahead, Microsoft Purview remains focused on empowering organizations with scalable solutions that address the evolving challenges of data security. While we deliver best-in-class security for Microsoft, we recognize that today’s organizations rarely operate in a single cloud, many businesses rely on a diverse mix of platforms to power their operations and innovation. That’s why we have been extending Purview’s capabilities beyond Microsoft environments, helping customers protect data across their entire digital estate. In a world where data is the lifeblood of innovation, securing it must be more than a checkbox—it must be a catalyst for progress. As organizations embrace AI, autonomous agents, and increasingly complex digital ecosystems, Microsoft Purview empowers them to move forward with confidence. By unifying visibility, governance, and protection across the entire data estate, Purview transforms security from a fragmented challenge into a strategic advantage. The future of data security isn’t just about defense—it’s about enabling bold, responsible innovation at scale. Let’s build that future together.
Transforming Security Analysis into a Repeatable, Auditable, and Agentic Workflow
Author(s): Animesh Jain, Vinay Yadav Shaped by investigations into the strategic question of what it takes for Windows to achieve world-leading security—and the practical engineering needed to explore agentic workflows at scale and their interfaces. Our work in Windows Servicing & Delivery (WSD) is shaped by two guiding prompts from leadership: "what does it take for Windows to achieve world-leading security", and "how do we responsibly integrate AI into systems as large and high-churn as Windows?". Reasoning models open new possibilities on both fronts. As we continue experimenting, one issue repeatedly surfaces as the bottleneck for scalable security assurance: variant vulnerabilities. They are subtle, recurring, and easy to miss—making them an ideal proving ground for the enterprise-grade workflow we present here. Security Analysis at Windows Scale Security analysis shouldn’t be an afterthought—it should be a continuous, auditable, and intelligence-driven process built directly into the engineering workflow. This work introduces an agentic security analysis pipeline that uses reasoning models and tool-based agents to detect variant vulnerabilities across large, fast-changing codebases. By combining automation with explainability, it transforms security validation from a manual, point-in-time task into a repeatable and trustworthy part of every build. Why are variants the hard part? Security flaws rarely occur in isolation. Once a vulnerability is fixed, its logical or structural pattern often reappears elsewhere in the codebase—hidden behind different variables, layers, or call paths. These recurring patterns are variants—the quiet echoes of known issues that can persist across millions of lines of code. Finding them manually is slow, repetitive, and incomplete. As engineering velocity increases, so does the likelihood of variant drift—the same vulnerability class re-emerging in a slightly altered form. Each missed variant carries a downstream cost: regression, re-servicing, or, in the worst cases, re-exploitation. Modern large systems like Windows are too large, too interconnected, and ship too frequently for manual vulnerability discovery to keep pace. Traditional static analyzers and deterministic class-based scanners struggle to generalize these patterns or create too much noise, while targeted fuzzing campaigns often fail to trigger the nuanced runtime conditions that expose them. To stay ahead, automation must evolve. We need systems that reason—not just scan—systems capable of understanding relationships between code regions and applying logical analogies instead of brute-force enumeration. Reasoning Models: A Turning Point in Security Research Recent advances in AI reasoning have demonstrated that large language models can uncover vulnerabilities previously missed by deterministic tools. For example, Google’s Big Sleep agent surfaced an exploitable SQLite flaw (CVE-2025-6965) that bypassed traditional fuzzers due to configuration-sensitive logic. Similarly, an o-series reasoning model helped identify a critical Linux SMB logoff use-after-free (CVE-2025-37899), proving that reasoning-driven automation can detect complex, context-dependent flaws in mature kernel code. These breakthroughs show what’s possible when systems can form, test, and refine hypotheses about software behavior. The challenge now is scaling that intelligence into repeatable, auditable, enterprise-grade workflows—where every result is traceable, reviewable, and integrated into the developer’s daily workflow. A Framework for Agentic Security Analysis To address this challenge, we’ve developed an agentic security analysis framework that applies reasoning models within structured, enterprise grade workflow pattern. It combines large language model agents, specialized analysis tools, and structured artifact generation to make vulnerability discovery continuous, explainable, and auditable. It is interfaced as a first-class Azure DevOps (ADO) pipeline and can be integrated natively into enterprise CI/CD processes. For security analysis, it continuously reasons over large, evolving codebases to identify and validate variant vulnerabilities earlier in the release cycle. Together, these components form a repeatable workflow that helps surface variant patterns with greater consistency and clarity. Core Technical Pillars Scale – Autonomous Code Reasoning Long-context models extend analysis across massive, evolving codebases. They infer analogies, relationships, and behavioral patterns between code regions, enabling scalable reasoning that adapts as systems grow. Tool–Agent Collaboration Specialized agents coordinate to perform semantic search, graph traversal, and both static and dynamic interpretation. This distributed reasoning approach ensures resilience and precision across diverse enterprise environments. Structured Artifact Generation Every step produces versioned, auditable artifacts that document the reasoning process. These artifacts help provide reproducibility, compliance, and transparency—critical for enterprise governance and regulated industries. Together, these pillars enable scalable, explainable, and repeatable vulnerability discovery across large software ecosystems such as Windows. Every stage—from reasoning to validation—is logged and traceable, designed to make each discovery reproducible and reviewable. Inside the framework Agent-Led, Human-Reviewed The system is agent-led from start to finish and human-reviewed only at decision boundaries. Agents form hypotheses from recent fixes or vulnerability classes, test them against context, perform validation passes, and generate evidence-backed reports for reviewer confirmation. The workflow mirrors how seasoned security engineers operate—only faster and continuously. n tasks based on templatized prompts. Tool Specialists as Agents Each analytical tool functions as a domain-specific agent—performing semantic search, file inspection, or function-graph traversal. These agents collaborate through structured orchestration, maintaining specialization without sacrificing coherence. Agentic Patterns and Orchestration The framework employs reusable reasoning patterns—reflective reasoning, actor–validator loops, and parallel tool dialogues—for accuracy and scale. A central conductor agent governs task coordination, context flow, and artifact persistence across runs. Auditability Through Artifacts Every investigation yields a transparent chain of artifacts: Analysis Notes – summarize candidate issues Critique Notes – document reasoning and counter-evidence Synthesis Reports – provide developer-ready summaries, diffs, call graphs, and exploitability insights Agentic Conversation Logs - provides conversation logs so developers can backtrack on reasoning and get more context This structure makes each discovery fully traceable and auditable. CI/CD-Native Integration The interface operates as a first-class Azure DevOps pipeline, attachable to pull requests, nightly builds, or release triggers. Each run publishes versioned artifacts and validation notes directly into the developer workflow—making reasoning-driven security a seamless part of software delivery. What It Can Do Today Seeded Variant Hunts: Start from a recent fix or known pattern to enumerate analogous cases, analyze helper functions, and test reachability. Evidence-First Reporting: Every finding includes reproducible evidence—code snippets, diffs, and caller graphs—delivered within the PR or work item. Scalable Coverage: Runs across servicing branches, producing consistent and auditable validation artifacts. Improved Precision: A reasoning-based validation pass has significantly reduced false positives in internal testing. Case Study: CVE-2025-55325 During a sweep of “*_DEFAULTS” deserializers, the agentic pipeline independently identified GetPoolDefaults trusting a user-controlled size field and copying that many bytes from a caller buffer. The missing runtime bounds check—guarded only by an assertion in debug builds—enabled a potential read access violation and information disclosure. The mitigation mirrored a hardened sibling helper: enforcing runtime bounds on Size versus BytesAvailable/Version before allocation and copy. The finding was later validated by the servicing teams, confirming it matched an issue already under active investigation—illustrating how the automated reasoning process can independently surface real-world vulnerabilities that align with expert analysis. Beyond Variant Analysis The underlying architecture of this framework extends naturally beyond variant detection: Net-new vulnerability discovery through cross-binary pattern matching Model-assisted fuzzing & static analysis orchestrated through CI/CD integration Regression detection via historical code comparisons Security Development Lifecycle (SDL) enforcement and reproducibility checks The agentic patterns and tooling can support net-new vulnerability discovery through cross-binary pattern matching, regression detection using historical code comparisons, reproducibility checks aligned with SDL requirements, and model-assisted fuzzing orchestrated through CI/CD processes. These capabilities open the door to applying reasoning-driven workflows across a broader range of security & validation tasks. The Road Ahead Looking ahead, this trajectory naturally leads toward autonomous cybersecurity pipelines powered by reasoning agents that apply reflective analysis, validation loops, and structured tool interactions to complex codebases. By structuring each step as an auditable artifact, the approach supports security & validation analysis that is both explainable and repeatable. These agents could help validate security posture, analyze historical and real-time signals, and detect anomalous patterns early in the lifecycle. References Google Cloud Blog – Big Sleep and AI-Assisted Vulnerability Discovery “A summer of security: empowering cyber defenders with AI.” https://blog.google/technology/safety-security/cybersecurity-updates-summer-2025 The Hacker News – Google AI ‘Big Sleep’ Stops Exploitation of Critical SQLite Flaw https://thehackernews.com/2025/07/google-ai-big-sleep-stops-exploitation.html NIST National Vulnerability Database – CVE-2025-6965 (SQLite) https://nvd.nist.gov/vuln/detail/CVE-2025-6965 Sean Heelan – “Reasoning Models and the ksmbd Use-After-Free” https://simonwillison.net/2025/May/24/sean-heelan The Cyber Express – AI Finds CVE-2025-37899 Zero-Day in Linux SMB Kernel https://thecyberexpress.com/cve-2025-37899-zero-day-in-linux-smb-kernel NIST National Vulnerability Database – CVE-2025-37899 (Linux SMB Use-After-Free) https://nvd.nist.gov/vuln/detail/CVE-2025-37899 NIST National Vulnerability Database – CVE-2025-55325 (Windows Storage Management Provider Buffer Over-read) https://nvd.nist.gov/vuln/detail/CVE-2025-55325 NVD Microsoft Security Response Center – Vulnerability Details for CVE-2025-55325 https://msrc.microsoft.com/update-guide/vulnerability/CVE-2025-55325Introducing Microsoft Security Store
Security is being reengineered for the AI era—moving beyond static, rulebound controls and after-the-fact response toward platform-led, machine-speed defense. We recognize that defending against modern threats requires the full strength of an ecosystem, combining our unique expertise and shared threat intelligence. But with so many options out there, it’s tough for security professionals to cut through the noise, and even tougher to navigate long procurement cycles and stitch together tools and data before seeing meaningful improvements. That’s why we built Microsoft Security Store - a storefront designed for security professionals to discover, buy, and deploy security SaaS solutions and AI agents from our ecosystem partners such as Darktrace, Illumio, and BlueVoyant. Security SaaS solutions and AI agents on Security Store integrate with Microsoft Security products, including Sentinel platform, to enhance end-to-end protection. These integrated solutions and agents collaborate intelligently, sharing insights and leveraging AI to enhance critical security tasks like triage, threat hunting, and access management. In Security Store, you can: Buy with confidence – Explore solutions and agents that are validated to integrate with Microsoft Security products, so you know they’ll work in your environment. Listings are organized to make it easy for security professionals to find what’s relevant to their needs. For example, you can filter solutions based on how they integrate with your existing Microsoft Security products. You can also browse listings based on their NIST Cybersecurity Framework functions, covering everything from network security to compliance automation — helping you quickly identify which solutions strengthen the areas that matter most to your security posture. Simplify purchasing – Buy solutions and agents with your existing Microsoft billing account without any additional payment setup. For Azure benefit-eligible offers, eligible purchases contribute to your cloud consumption commitments. You can also purchase negotiated deals through private offers. Accelerate time to value – Deploy agents and their dependencies in just a few steps and start getting value from AI in minutes. Partners offer ready-to-use AI agents that can triage alerts at scale, analyze and retrieve investigation insights in real time, and surface posture and detection gaps with actionable recommendations. A rich ecosystem of solutions and AI agents to elevate security posture In Security Store, you’ll find solutions covering every corner of cybersecurity—threat protection, data security and governance, identity and device management, and more. To give you a flavor of what is available, here are some of the exciting solutions on the store: Darktrace’s ActiveAI Security SaaS solution integrates with Microsoft Security to extend self-learning AI across a customer's entire digital estate, helping detect anomalies and stop novel attacks before they spread. The Darktrace Email Analysis Agent helps SOC teams triage and threat hunt suspicious emails by automating detection of risky attachments, links, and user behaviors using Darktrace Self-Learning AI, integrated with Microsoft Defender and Security Copilot. This unified approach highlights anomalous properties and indicators of compromise, enabling proactive threat hunting and faster, more accurate response. Illumio for Microsoft Sentinel combines Illumio Insights with Microsoft Sentinel data lake and Security Copilot to enhance detection and response to cyber threats. It fuses data from Illumio and all the other sources feeding into Sentinel to deliver a unified view of threats across millions of workloads. AI-driven breach containment from Illumio gives SOC analysts, incident responders, and threat hunters unified visibility into lateral traffic threats and attack paths across hybrid and multi-cloud environments, to reduce alert fatigue, prioritize threat investigation, and instantly isolate workloads. Netskope’s Security Service Edge (SSE) platform integrates with Microsoft M365, Defender, Sentinel, Entra and Purview for identity-driven, label-aware protection across cloud, web, and private apps. Netskope's inline controls (SWG, CASB, ZTNA) and advanced DLP, with Entra signals and Conditional Access, provide real-time, context-rich policies based on user, device, and risk. Telemetry and incidents flow into Defender and Sentinel for automated enrichment and response, ensuring unified visibility, faster investigations, and consistent Zero Trust protection for cloud, data, and AI everywhere. PERFORMANTA Email Analysis Agent automates deep investigations into email threats, analyzing metadata (headers, indicators, attachments) against threat intelligence to expose phishing attempts. Complementing this, the IAM Supervisor Agent triages identity risks by scrutinizing user activity for signs of credential theft, privilege misuse, or unusual behavior. These agents deliver unified, evidence-backed reports directly to you, providing instant clarity and slashing incident response time. Tanium Autonomous Endpoint Management (AEM) pairs realtime endpoint visibility with AI-driven automation to keep IT environments healthy and secure at scale. Tanium is integrated with the Microsoft Security suite—including Microsoft Sentinel, Defender for Endpoint, Entra ID, Intune, and Security Copilot. Tanium streams current state telemetry into Microsoft’s security and AI platforms and lets analysts pivot from investigation to remediation without tool switching. Tanium even executes remediation actions from the Sentinel console. The Tanium Security Triage Agent accelerates alert triage, enabling security teams to make swift, informed decisions using Tanium Threat Response alerts and real-time endpoint data. Walkthrough of Microsoft Security Store Now that you’ve seen the types of solutions available in Security Store, let’s walk through how to find the right one for your organization. You can get started by going to the Microsoft Security Store portal. From there, you can search and browse solutions that integrate with Microsoft Security products, including a dedicated section for AI agents—all in one place. If you are using Microsoft Security Copilot, you can also open the store from within Security Copilot to find AI agents - read more here. Solutions are grouped by how they align with industry frameworks like NIST CSF 2.0, making it easier to see which areas of security each one supports. You can also filter by integration type—e.g., Defender, Sentinel, Entra, or Purview—and by compliance certifications to narrow results to what fits your environment. To explore a solution, click into its detail page to view descriptions, screenshots, integration details, and pricing. For AI agents, you’ll also see the tasks they perform, the inputs they require, and the outputs they produce —so you know what to expect before you deploy. Every listing goes through a review process that includes partner verification, security scans on code packages stored in a secure registry to protect against malware, and validation that integrations with Microsoft Security products work as intended. Customers with the right permissions can purchase agents and SaaS solutions directly through Security Store. The process is simple: choose a partner solution or AI agent and complete the purchase in just a few clicks using your existing Microsoft billing account—no new payment setup required. Qualifying SaaS purchases also count toward your Microsoft Azure Consumption Commitment (MACC), helping accelerate budget approvals while adding the security capabilities your organization needs. Security and IT admins can deploy solutions directly from Security Store in just a few steps through a guided experience. The deployment process automatically provisions the resources each solution needs—such as Security Copilot agents and Microsoft Sentinel data lake notebook jobs—so you don’t have to do so manually. Agents are deployed into Security Copilot, which is built with security in mind, providing controls like granular agent permissions and audit trails, giving admins visibility and governance. Once deployment is complete, your agent is ready to configure and use so you can start applying AI to expand detection coverage, respond faster, and improve operational efficiency. Security and IT admins can view and manage all purchased solutions from the “My Solutions” page and easily navigate to Microsoft Cost Management tools to track spending and manage subscriptions. Partners: grow your business with Microsoft For security partners, Security Store opens a powerful new channel to reach customers, monetize differentiated solutions, and grow with Microsoft. We will showcase select solutions across relevant Microsoft Security experiences, starting with Security Copilot, so your offerings appear in the right context for the right audience. You can monetize both SaaS solutions and AI agents through built-in commerce capabilities, while tapping into Microsoft’s go-to-market incentives. For agent builders, it’s even simpler—we handle the entire commerce lifecycle, including billing and entitlement, so you don’t have to build any infrastructure. You focus on embedding your security expertise into the agent, and we take care of the rest to deliver a seamless purchase experience for customers. Security Store is built on top of Microsoft Marketplace, which means partners publish their solution or agent through the Microsoft Partner Center - the central hub for managing all marketplace offers. From there, create or update your offer with details about how your solution integrates with Microsoft Security so customers can easily discover it in Security Store. Next, upload your deployable package to the Security Store registry, which is encrypted for protection. Then define your license model, terms, and pricing so customers know exactly what to expect. Before your offer goes live, it goes through certification checks that include malware and virus scans, schema validation, and solution validation. These steps help give customers confidence that your solutions meet Microsoft’s integration standards. Get started today By creating a storefront optimized for security professionals, we are making it simple to find, buy, and deploy solutions and AI agents that work together. Microsoft Security Store helps you put the right AI‑powered tools in place so your team can focus on what matters most—defending against attackers with speed and confidence. Get started today by visiting Microsoft Security Store. If you’re a partner looking to grow your business with Microsoft, start by visiting Microsoft Security Store - Partner with Microsoft to become a partner. Partners can list their solution or agent if their solution has a qualifying integration with Microsoft Security products, such as a Sentinel connector or Security Copilot agent, or another qualifying MISA solution integration. You can learn more about qualifying integrations and the listing process in our documentation here.
Refining Attack Paths: Prioritizing Real-World, Exploitable Threats
Introduction Cybersecurity teams today face an overwhelming volume of potential threats, alerts, and hypothetical scenarios. The digital landscape is vast, dynamic, and ever-shifting, especially as organizations increasingly operate across complex cloud infrastructures. When every signal is treated with equal weight, security practitioners risk drowning in noise, losing sight of what truly matters: the most urgent, externally sourced threats poised to leave a meaningful impact. Our goal is simple: reducing risk. That’s why our focus stays on the core problem — not just listing misconfigurations but showing how attackers could actually exploit them. Over the past year, we’ve evolved our exposure management strategy so that security issues, from Defender (https://learn.microsoft.com/en-us/defender) are no longer viewed in isolation, but connected through attack paths to tell a complete story. It’s time to rethink how risk is defined and how defenses are prioritized, as this directly shapes the proactive security steps that follow. We’re excited to share important updates to our platform that bring more clarity and focus on how organizations understand, respond to, and mitigate real-world risks. This post will walk you through the key changes to attack paths, including enhancements for cloud environments, and explain what this means for security teams. What Is an attack path? An attack path represents how an attacker could move through your environment — from an entry point, across misconfigurations or vulnerabilities, toward critical assets. It highlights exploitable sequences across your cloud and on-prem architecture, showing how risks connect. Historically, attack paths also included many potential or low-probability scenarios, which, while thorough, sometimes distracted teams from urgent threats. Cloud Attack Paths: Enhanced Visibility and Precision The most significant changes in this release center on cloud environments, where the attack surface is vast and interconnected. Here’s what cloud security teams can expect: attack paths now surface only the most urgent, exploitable, and externally initiated threats, dramatically reducing informational noise and boosting operational efficiency. This change means that security teams can focus their efforts where it matters, defending the cloud assets most likely to be targeted and exploited in real attacks. The streamlined interface ensures that critical risks rise to the top, enabling rapid response and reducing the cognitive load on analysts. Under the Hood: How This New Model Exposes Real-World Cloud Risks This change is more than attack path triage refinement. It's a structural shift in how cloud threats are discovered and prioritized. Behind the scenes, we’ve expanded our detection logic to analyze a broad spectrum of cloud resource exposures across storage accounts, containers, serverless environments, unprotected repositories, unmanaged APIs, and even AI agents. These components often fall outside traditional scanning scopes, where scanning tools typically focus on virtual machines, known CVEs and perimeter services, yet they represent high-value entry points for attackers. By anchoring attack paths to externally observable signals—like exposed endpoints, misconfigured access controls, or leaked credentials—we ensure that each surfaced path begins with a demonstrable, exploitable weakness that an attacker could realistically use as a foothold. To support the passive analysis of cloud configurations, that is, inspecting resource metadata and configuration settings without sending traffic to the asset, we’ve launched an active scanning mechanism to validate the actual reachability of identified exposures. While passive analysis helps map potential misconfigurations across resources, active scans confirm whether exposures are truly reachable from an external attacker’s perspective. This dual-layered approach reduces noise and false positives, ensuring that the attack paths we surface reflect real-world, actionable threats, not just theoretical risks. On-Premises Attack Path Update: End Game Asset Termination While our main update is cloud-centric, we’ve also introduced a significant configuration change for on-premises attack paths. Attack routes are now configured to terminate automatically upon reaching any of the following asset types: Domain Admins Enterprise Admins Domain Controllers These assets are classified as “End Game”—if an adversary compromises any of them, they effectively gain full control over your domain. This automatic termination ensures consistency and clarity, helping defenders visualize high-impact scenarios and prioritize accordingly. Why This Matters: Operational Impact For security professionals, time and attention are precious resources. The difference between a theoretical risk and an actionable threat can mean the difference between prevention and breach. By sharpening the focus of attack paths, we empower defenders to: Respond more quickly to genuine risks. Allocate resources to the threats most likely to result in compromise. Reduce fatigue and cognitive overload. Build a clear, reliable process for detecting and responding to threats. This evolution isn’t just about filtering noise—it’s about enabling security teams to make strategic decisions with confidence, clarity, and speed. Looking Ahead: Future Research and Exploratory Experiences While this update narrows focus to urgent threats, we recognize the value of long-term planning. In future releases, we’ll introduce exploratory tools that allow teams to simulate scenarios like: What happens if this user is compromised? Which assets would be at risk if this service is breached? These tools will support strategic planning while keeping the main interface focused on real-time risk. Stay Focused, Stay Secure The attack path experience has always been about empowering defenders with the context and clarity needed to protect what matters most. With this update—especially the sharpened focus on cloud attack paths—we’re taking a step forward in helping organizations cut through the noise, visualize real risk, and act with purpose. Security teams can now stay focused on the most urgent, externally sourced threats—without losing sight of the broader strategic picture. As we move forward, research and community input will be vital in shaping the next generation of attack path intelligence, ensuring our solutions remain both actionable and adaptable. Stay tuned for more updates, and as always, stay focused—stay secure. To learn more: https://learn.microsoft.com/en-us/security-exposure-management/whats-new#refined-attack-path-experienceHacking Made Easy, Patching Made Optional: A Modern Cyber Tragedy
In today’s cyber threat landscape, the tools and techniques required to compromise enterprise environments are no longer confined to highly skilled adversaries or state-sponsored actors. While artificial intelligence is increasingly being used to enhance the sophistication of attacks, the majority of breaches still rely on simple, publicly accessible tools and well-established social engineering tactics. Another major issue is the persistent failure of enterprises to patch common vulnerabilities in a timely manner—despite the availability of fixes and public warnings. This negligence continues to be a key enabler of large-scale breaches, as demonstrated in several recent incidents. The Rise of AI-Enhanced Attacks Attackers are now leveraging AI to increase the credibility and effectiveness of their campaigns. One notable example is the use of deepfake technology—synthetic media generated using AI—to impersonate individuals in video or voice calls. North Korean threat actors, for instance, have been observed using deepfake videos and AI-generated personas to conduct fraudulent job interviews with HR departments at Western technology companies. These scams are designed to gain insider access to corporate systems or to exfiltrate sensitive intellectual property under the guise of legitimate employment. Social Engineering: Still the Most Effective Entry Point And yet, many recent breaches have begun with classic social engineering techniques. In the cases of Coinbase and Marks & Spencer, attackers impersonated employees through phishing or fraudulent communications. Once they had gathered sufficient personal information, they contacted support desks or mobile carriers, convincingly posing as the victims to request password resets or SIM swaps. This impersonation enabled attackers to bypass authentication controls and gain initial access to sensitive systems, which they then leveraged to escalate privileges and move laterally within the network. Threat groups such as Scattered Spider have demonstrated mastery of these techniques, often combining phishing with SIM swap attacks and MFA bypass to infiltrate telecom and cloud infrastructure. Similarly, Solt Thypoon (formerly DEV-0343), linked to North Korean operations, has used AI-generated personas and deepfake content to conduct fraudulent job interviews—gaining insider access under the guise of legitimate employment. These examples underscore the evolving sophistication of social engineering and the need for robust identity verification protocols. Built for Defense, Used for Breach Despite the emergence of AI-driven threats, many of the most successful attacks continue to rely on simple, freely available tools that require minimal technical expertise. These tools are widely used by security professionals for legitimate purposes such as penetration testing, red teaming, and vulnerability assessments. However, they are also routinely abused by attackers to compromise systems Case studies for tools like Nmap, Metasploit, Mimikatz, BloodHound, Cobalt Strike, etc. The dual-use nature of these tools underscores the importance of not only detecting their presence but also understanding the context in which they are being used. From CVE to Compromise While social engineering remains a common entry point, many breaches are ultimately enabled by known vulnerabilities that remain unpatched for extended periods. For example, the MOVEit Transfer vulnerability (CVE-2023-34362) was exploited by the Cl0p ransomware group to compromise hundreds of organizations, despite a patch being available. Similarly, the OpenMetadata vulnerability (CVE-2024-28255, CVE-2024-28847) allowed attackers to gain access to Kubernetes workloads and leverage them for cryptomining activity days after a fix had been issued. Advanced persistent threat groups such as APT29 (also known as Cozy Bear) have historically exploited unpatched systems to maintain long-term access and conduct stealthy operations. Their use of credential harvesting tools like Mimikatz and lateral movement frameworks such as Cobalt Strike highlights the critical importance of timely patch management—not just for ransomware defense, but also for countering nation-state actors. Recommendations To reduce the risk of enterprise breaches stemming from tool misuse, social engineering, and unpatched vulnerabilities, organizations should adopt the following practices: 1. Patch Promptly and Systematically Ensure that software updates and security patches are applied in a timely and consistent manner. This involves automating patch management processes to reduce human error and delay, while prioritizing vulnerabilities based on their exploitability and exposure. Microsoft Intune can be used to enforce update policies across devices, while Windows Autopatch simplifies the deployment of updates for Windows and Microsoft 365 applications. To identify and rank vulnerabilities, Microsoft Defender Vulnerability Management offers risk-based insights that help focus remediation efforts where they matter most. 2. Implement Multi-Factor Authentication (MFA) To mitigate credential-based attacks, MFA should be enforced across all user accounts. Conditional access policies should be configured to adapt authentication requirements based on contextual risk factors such as user behavior, device health, and location. Microsoft Entra Conditional Access allows for dynamic policy enforcement, while Microsoft Entra ID Protection identifies and responds to risky sign-ins. Organizations should also adopt phishing-resistant MFA methods, including FIDO2 security keys and certificate-based authentication, to further reduce exposure. 3. Identity Protection Access Reviews and Least Privilege Enforcement Conducting regular access reviews ensures that users retain only the permissions necessary for their roles. Applying least privilege principles and adopting Microsoft Zero Trust Architecture limits the potential for lateral movement in the event of a compromise. Microsoft Entra Access Reviews automates these processes, while Privileged Identity Management (PIM) provides just-in-time access and approval workflows for elevated roles. Just-in-Time Access and Risk-Based Controls Standing privileges should be minimized to reduce the attack surface. Risk-based conditional access policies can block high-risk sign-ins and enforce additional verification steps. Microsoft Entra ID Protection identifies risky behaviors and applies automated controls, while Conditional Access ensures access decisions are based on real-time risk assessments to block or challenge high-risk authentication attempts. Password Hygiene and Secure Authentication Promoting strong password practices and transitioning to passwordless authentication enhances security and user experience. Microsoft Authenticator supports multi-factor and passwordless sign-ins, while Windows Hello for Business enables biometric authentication using secure hardware-backed credentials. 4. Deploy SIEM and XDR for Detection and Response A robust detection and response capability is vital for identifying and mitigating threats across endpoints, identities, and cloud environments. Microsoft Sentinel serves as a cloud-native SIEM that aggregates and analyses security data, while Microsoft Defender XDR integrates signals from multiple sources to provide a unified view of threats and automate response actions. 5. Map and Harden Attack Paths Organizations should regularly assess their environments for attack paths such as privilege escalation and lateral movement. Tools like Microsoft Defender for Identity help uncover Lateral Movement Paths, while Microsoft Identity Threat Detection and Response (ITDR) integrates identity signals with threat intelligence to automate response. These capabilities are accessible via the Microsoft Defender portal, which includes an attack path analysis feature for prioritizing multicloud risks. 6. Stay Current with Threat Actor TTPs Monitor the evolving tactics, techniques, and procedures (TTPs) employed by sophisticated threat actors. Understanding these behaviours enables organizations to anticipate attacks and strengthen defenses proactively. Microsoft Defender Threat Intelligence provides detailed profiles of threat actors and maps their activities to the MITRE ATT&CK framework. Complementing this, Microsoft Sentinel allows security teams to hunt for these TTPs across enterprise telemetry and correlate signals to detect emerging threats. 7. Build Organizational Awareness Organizations should train staff to identify phishing, impersonation, and deepfake threats. Simulated attacks help improve response readiness and reduce human error. Use Attack Simulation Training, in Microsoft Defender for Office 365 to run realistic phishing scenarios and assess user vulnerability. Additionally, educate users about consent phishing, where attackers trick individuals into granting access to malicious apps. Conclusion The democratization of offensive security tooling, combined with the persistent failure to patch known vulnerabilities, has significantly lowered the barrier to entry for cyber attackers. Organizations must recognize that the tools used against them are often the same ones available to their own security teams. The key to resilience lies not in avoiding these tools, but in mastering them—using them to simulate attacks, identify weaknesses, and build a proactive defense. Cybersecurity is no longer a matter of if, but when. The question is: will you detect the attacker before they achieve their objective? Will you be able to stop them before reaching your most sensitive data? Additional read: Gartner Predicts 30% of Enterprises Will Consider Identity Verification and Authentication Solutions Unreliable in Isolation Due to AI-Generated Deepfakes by 2026 Cyber security breaches survey 2025 - GOV.UK Jasper Sleet: North Korean remote IT workers’ evolving tactics to infiltrate organizations | Microsoft Security Blog MOVEit Transfer vulnerability Solt Thypoon Scattered Spider SIM swaps Attackers exploiting new critical OpenMetadata vulnerabilities on Kubernetes clusters | Microsoft Security Blog Microsoft Defender Vulnerability Management - Microsoft Defender Vulnerability Management | Microsoft Learn Zero Trust Architecture | NIST tactics, techniques, and procedures (TTP) - Glossary | CSRC https://learn.microsoft.com/en-us/security/zero-trust/deploy/overviewUsing Copilot in Fabric with Confidence: Data Security, Compliance & Governance with DSPM for AI
Introduction As organizations embrace AI to drive innovation and productivity, ensuring data security, compliance, and governance becomes paramount. Copilot in Microsoft Fabric offers powerful AI-driven insights. But without proper oversight, users can misuse copilot to expose sensitive data or violate regulatory requirements. Enter Microsoft Purview’s Data Security Posture Management (DSPM) for AI—a unified solution that empowers enterprises to monitor, protect, and govern AI interactions across Microsoft and third-party platforms. We are excited to announce the general availability of Microsoft Purview capabilities for Copilot in Fabric, starting with Copilot in Power BI. This blog explores how Purview DSPM for AI integrates with Copilot in Fabric to deliver robust data protection and governance and provides a step-by-step guide to enable this integration. Capabilities of Purview DSPM for AI As organizations adopt AI, implementing data controls and Zero Trust approach is crucial to mitigate risks like data oversharing and leakage, and potential non-compliant usage in AI. We are excited to announce Microsoft Purview capabilities for Copilot in Fabric, starting with Copilot for Power BI, By combining Microsoft Purview and Copilot for Power BI, users can: Discover data risks such as sensitive data in user prompts and responses in Activity Explorer and receive recommended actions in their Microsoft Purview DSPM for AI Reports to reduce these risks. DSPM for AI Activity Explorer DSPM for AI Reports If you find Copilot in Fabric actions in DSPM for AI Activity Explorer or reports to be potentially inappropriate or malicious, you can look for further information in Insider Risk Management (IRM), through an eDiscovery case, Communication Compliance (CC), or Data Lifecycle Management (DLM). Identify risky AI usage with Microsoft Purview Insider Risk Management to investigate risky AI usage, such as an inadvertent user who has neglected security best practices and shared sensitive data in AI. Govern AI usage with Microsoft Purview Audit, Microsoft Purview eDiscovery, retention policies, and non-compliant or unethical AI usage detection with Purview Communication Compliance. Purview Audit provides a detailed log of user and admin activity within Copilot in Fabric, enabling organizations to track access, monitor usage patterns, and support forensic investigations. Purview eDiscovery enables legal and investigative teams to identify, collect, and review Copilot in Fabric interactions as part of case workflows, supporting defensible investigations Communication Compliance helps detect potential policy violations or risky behavior in administrator interactions, enabling proactive monitoring and remediation for Copilot in Fabric Data Lifecycle Management allows teams to automate the retention, deletion, and classification of Copilot in Fabric data—reducing storage costs and minimizing risk from outdated or unnecessary information Steps to Enable the Integration To use DSPM for AI from the Microsoft Purview portal, you must have the following prerequisites, Activate Purview Audit which requires user to have the role of Entra Compliance Admin or Entra Global admin to enable Purview Audit. More details on DSPM pre-requisites can be found here, Considerations for deploying Microsoft Purview Data Security Posture Management (DSPM) for AI | Microsoft Learn To enable Purview DSPM for AI for Copilot for Power BI, Step 1: Enable DSPM for AI Policies Navigate to Microsoft Purview DSPM for AI. Enable the one-click policy: “DSPM for AI – Capture interactions for Copilot experiences”. Optionally enable additional policies: Detect risky AI usage Detect unethical behavior in AI apps These policies can be configured in the Microsoft Purview DSPM for AI portal and tailored to your organization’s risk profile. Step 2: Monitor and Act Use DSPM for AI Reports and Activity Explorer to monitor AI interactions. Apply IRM, DLM, CC and eDiscovery actions as needed. Purview Roles and Permissions Needed by Users To manage and operate DSPM for AI effectively, assign the following roles: Role Responsibilities Purview Compliance Administrator Full access to configure policies and DSPM for AI setup Purview Security Reader View reports, dashboards, policies and AI Activity Content Explorer Content Viewer Additional Permission to view the actual prompts and responses on top of the above permissions More details on Purview DSPM for AI Roles & permissions can be found here, Permissions for Microsoft Purview Data Security Posture Management for AI | Microsoft Learn Purview Costs Microsoft Purview now offers a combination of entitlement-based (per-user-per-month) and Pay-As-You-Go (PAYG) pricing models. The PAYG model applies to a broader set of Purview capabilities—including Insider Risk Management, Communication Compliance, eDiscovery, and other data security and governance solutions—based on copilot for Power BI usage volume or complexity. Purview Audit logging of Copilot for Power BI activity remains included at no additional cost as part of Microsoft 365 E5 licensing. This flexible pricing structure ensures that organizations only pay for what they use as data flows through AI models, networks, and applications. For further details, please refer to this blog: New Purview pricing options for protecting AI apps and agents | Microsoft Community Hub Conclusion Microsoft Purview DSPM for AI is a game-changer for organizations looking to adopt AI responsibly. By integrating with Copilot in Fabric, it provides a comprehensive framework to discover, protect, and govern AI interactions—ensuring compliance, reducing risk, and enabling secure innovation. Whether you're a Fabric Admin, compliance admin or security admin, enabling this integration is a strategic step toward building a secure, AI-ready enterprise. Additional resources Use Microsoft Purview to manage data security & compliance for Microsoft Copilot in Fabric | Microsoft Learn How to deploy Microsoft Purview DSPM for AI to secure your AI apps 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 Considerations for deploying Microsoft Purview Data Security Posture Management (DSPM) for AI | Microsoft Learn Learn about Microsoft Purview billing models | Microsoft LearnHow 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 365
