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Common Prerequisites

These prerequisites are shared across most solutions. Individual solutions may have additional requirements documented in their own prerequisites pages.

Microsoft 365 & Power Platform

Requirement Details
Microsoft 365 E5 (or equivalent) Required for Purview, Defender, and advanced compliance features
Power Platform Premium Required for Dataverse, custom connectors, and cloud flows
Copilot Studio Required for agent management and configuration auditing
Power BI Pro (or Premium) Required for compliance dashboards and analytics

Azure Services

Service Purpose Solutions
Azure App Registration Service principal authentication Most solutions
Azure Key Vault Secret and certificate management All production deployments
Azure Log Analytics Centralized logging and KQL queries Agent Observability Foundation, Deny Event Correlation
Azure Automation (optional) Scheduled runbook execution Solutions with PowerShell automation

Permissions

Power Platform Admin

  • Environment administrator or System Administrator security role
  • Power Platform Service Admin (for tenant-level operations)
  • Dataverse table create/read/write permissions

Microsoft Graph

  • Organization.Read.All — Tenant configuration
  • Directory.Read.All — User and group lookups
  • Policy.Read.All — Conditional access policies (for CA Automation)

Purview & Compliance

  • Compliance Administrator or equivalent for audit log access
  • eDiscovery permissions for evidence export scenarios

Dataverse Setup

All solutions that store governance data use Dataverse with a shared publisher prefix:

Setting Value
Publisher prefix fsi
Solution name Per-solution (e.g., AgentAccessMonitor)
Environment Dedicated governance environment recommended

Each solution includes a create_*_dataverse_schema.py script to deploy its tables. Run with --output-docs to generate schema documentation.

Shared Utilities

Two shared utilities in scripts/shared/ are used across solutions:

  • dataverse_client.py — Python Dataverse Web API client with MSAL authentication, retry logic, and dry-run mode
  • Get-ZoneClassification.ps1 — PowerShell function to determine governance zone (1/2/3) for an environment

See Shared Utilities for details.

Network Requirements

Endpoint Port Purpose
login.microsoftonline.com 443 Microsoft Entra ID authentication
*.crm.dynamics.com 443 Dataverse API
graph.microsoft.com 443 Microsoft Graph API
management.azure.com 443 Azure Management API
*.api.powerplatform.com 443 Power Platform API