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Creating a New Power Platform Auto-Configuration Rule

Creating a New Auto Configuration Rule

This section defines the procedure for automating the protection of Power Platform resources through Auto-Configuration Rules.

System Constraints & Prerequisites

  • Single Rule Limitation: The Druva Console currently supports only one (1) active Auto-Configuration Rule per workload type.

  • Prerequisite: If a rule already exists for the same workload type, you must delete the existing rule before the "New Auto Configuration Rule" button becomes active.

  • Navigation: Go to Druva Cloud Platform Console > All Services > Microsoft Power Platform > Auto Configuration Rules.

Step 1: Overview and Deletion Behavior

Define the rule identity and how resources behave if the rule is removed in the future.

  • Name & Description: Provide a unique identifier.

  • Workload Type: Select Power BI or Power Apps.

  • Unmatched Resources (Logic Toggle):

    • Checked (Enabled): If this rule is deleted, backups for all resources managed by this rule will stop immediately.

    • Unchecked (Disabled): If this rule is deleted, backups for these resources will continue using the rule settings.

Step 1: Overview and Deletion Behavior

Step 2: Resource Discovery

Step 2: Resource Discovery

The Resources tab categorizes all detected Power Platform entities. For a Power Apps rule, the discovered resources are environments. For a Power BI rule, the discovered resources are workspaces.

  • Not Configured: New resources with no backup history.

  • Auto-Configured: Resources previously managed by a now-deleted rule.

  • Manually Configured: Resources explicitly configured by an administrator.

Step 3: Backup Settings

Step 3: Backup Settings

Backup Settings & Conflict Resolution

Select the destination and policy for the discovered resources.

  • Storage Region: Select a storage region from the dropdown menu.

  • Backup Profile: Select an existing profile or create a new one. See, Creating a Backup Profile.

Handling Manually Configured Conflicts

If the rule identifies resources that were previously configured manually, you must select a resolution:

  • Action - Skip: Keep the manual settings; the Auto-Configuration rule will not manage these resources. These remain manually configured.

  • Action - Override: Replaces manual settings with this rule’s Profile and Storage settings. These will be configured using this rule.

On Backup Settings, select Storage Region (storage once assigned cannot be changed) and Backup Profile, then Finish.


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