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Registering your Microsoft 365 Tenant for Copilot Agents

License Editions: For license details, see Plans & Pricing.

📝NOTE: The availability of this feature may be limited based on the license type, region, and other criteria. To access this feature, contact support.

To discover your Copilot agents, register your Microsoft 365 tenant in Copilot Agents. Registration installs the Cloud Platform Copilot Agents app in your tenant and grants it the required permissions.

Prerequisites

Before you begin, make sure you meet the following requirements:

  • Your Cloud Platform account has an Copilot Agents license.

  • You have the Microsoft 365 Global Administrator role, which you need to accept the app permissions.

  • You have reviewed Prerequisites for Copilot Agents protection. You complete the prerequisites after registration.

Register the Tenant

  1. In the Cloud Platform console, go to All Services > Copilot Agents.

  2. On the Get started with Copilot Agents Data Protection page, select Register Environment.

  3. From the drop-down list, select Microsoft 365.

  4. Click Install.

  5. On the Microsoft sign-in page, sign in with your Global Administrator account.

  6. Review the permissions that the Cloud Platform Copilot Agents app requests.

  7. Select Accept. The console reopens and displays the Cloud Key Management dialog.

Configure Cloud Key Management

After authentication, the Cloud Key Management configuration wizard appears. Scheduled backups of SaaS apps data require access to a data encryption key to encrypt the backed-up data. This requirement is part of the digital envelope encryption process. The service does not store your data encryption key and has no access to your data.

In the Cloud Key Management wizard, select one of the options described in the following table to generate the data encryption key.

Configure KMS popup

The following table describes the key options.

Option

Description

Cloud Key Management System (KMS) (recommended)

Uses AWS KMS services to encrypt and decrypt SaaS apps data. You cannot disable this setting after you save it. For more information, see Configure Key Management.

Bring Your Own Key (BYOK)

Gives you complete control over the encryption of backed-up data, which suits organizations whose policies require it. For more information, see Enterprise Key Management.

Important: Scheduled backups and discovery fail if you do not configure KMS.

Complete the prerequisites

After registration, the Overview page displays the message "Successfully connected to your Copilot Studio environment." The Agents Configuration Prerequisite dialog then opens.

  1. In the Agents Configuration Prerequisite dialog, complete the three prerequisites. For the full procedure, see Prerequisites for Copilot Agents protection.

  2. Select Done. The service checks the prerequisites, and the Microsoft 365 card displays "Checking for prerequisite completion."

Reinstall the app

If the Druva app is removed from your tenant, or its permissions change, reinstall it.

  1. In the Cloud Platform console, go to Overview.

  2. On the Microsoft 365 card, select the more options icon (⋮).

  3. Select Re-Install App.

  4. Follow the Microsoft sign-in prompts.

  5. Review and approve the Microsoft consent request.

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