Control Implementation Playbooks

Implementation playbooks provide step-by-step portal walkthroughs, PowerShell scripts, verification procedures, and troubleshooting guidance for each control in the FSI Agent Governance Framework.

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How to Use These Playbooks

Each control in the Control Catalog links to four implementation playbooks:

Playbook	Purpose
Portal Walkthrough	Step-by-step configuration using Microsoft admin portals
PowerShell Setup	Scripts for automation and bulk configuration
Verification & Testing	Test cases, evidence collection, and validation procedures
Troubleshooting	Common issues, diagnostic steps, and resolutions

Navigation

Navigate to any control in the Control Catalog to find links to its implementation playbooks in the Implementation Guides section.

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Playbooks by Pillar

Pillar 1: Security (28 controls)

Control	Portal	PowerShell	Testing	Troubleshooting
1.1 Restrict Agent Publishing	Portal	PS	Test	Fix
1.2 Agent Registry	Portal	PS	Test	Fix
1.3 SharePoint Content Governance	Portal	PS	Test	Fix
1.4 Advanced Connector Policies	Portal	PS	Test	Fix
1.5 DLP and Sensitivity Labels	Portal	PS	Test	Fix
1.6 DSPM for AI	Portal	PS	Test	Fix
1.7 Audit Logging	Portal	PS	Test	Fix
1.8 Runtime Protection	Portal	PS	Test	Fix
1.9 Data Retention	Portal	PS	Test	Fix
1.10 Communication Compliance	Portal	PS	Test	Fix
1.11 Conditional Access	Portal	PS	Test	Fix
1.12 Insider Risk	Portal	PS	Test	Fix
1.13 Sensitive Information Types	Portal	PS	Test	Fix
1.14 Data Minimization	Portal	PS	Test	Fix
1.15 Encryption	Portal	PS	Test	Fix
1.16 IRM for Documents	Portal	PS	Test	Fix
1.17 Endpoint DLP	Portal	PS	Test	Fix
1.18 RBAC	Portal	PS	Test	Fix
1.19 eDiscovery	Portal	PS	Test	Fix
1.20 Network Isolation	Portal	PS	Test	Fix
1.21 Adversarial Input Logging	Portal	PS	Test	Fix
1.22 Information Barriers	Portal	PS	Test	Fix
1.23 Step-Up Authentication	Portal	PS	Test	Fix
1.24 Defender AI-SPM	Portal	PS	Test	Fix
1.25 MIME Type Restrictions	Portal	PS	Test	Fix
1.26 File Upload Restrictions	Portal	PS	Test	Fix
1.27 Content Moderation	Portal	PS	Test	Fix
1.28 Policy-Based Publishing	Portal	PS	Test	Fix

Pillar 2: Management (24 controls)

Control	Portal	PowerShell	Testing	Troubleshooting
2.1 Managed Environments	Portal	PS	Test	Fix
2.2 Environment Groups	Portal	PS	Test	Fix
2.3 Change Management	Portal	PS	Test	Fix
2.4 Business Continuity	Portal	PS	Test	Fix
2.5 Testing & Validation	Portal	PS	Test	Fix
2.6 Model Risk Management	Portal	PS	Test	Fix
2.7 Vendor Risk Management	Portal	PS	Test	Fix
2.8 Access Control & SoD	Portal	PS	Test	Fix
2.9 Performance Monitoring	Portal	PS	Test	Fix
2.10 Patch Management	Portal	PS	Test	Fix
2.11 Bias Testing	Portal	PS	Test	Fix
2.12 Supervision & Oversight	Portal	PS	Test	Fix
2.13 Documentation	Portal	PS	Test	Fix
2.14 Training Program	Portal	PS	Test	Fix
2.15 Environment Routing	Portal	PS	Test	Fix
2.16 RAG Source Validation	Portal	PS	Test	Fix
2.17 Multi-Agent Orchestration	Portal	PS	Test	Fix
2.18 Conflict of Interest Testing	Portal	PS	Test	Fix
2.19 AI Disclosure	Portal	PS	Test	Fix
2.20 Adversarial Testing	Portal	PS	Test	Fix
2.21 AI Marketing Claims	Portal	PS	Test	Fix
2.22 Inactivity Timeout Enforcement	Portal	PS	Test	Fix
2.23 User Consent and AI Disclosure	Portal	PS	Test	Fix
2.24 Feature Enablement Governance	Portal	PS	Test	Fix

Pillar 3: Reporting (12 controls)

Control	Portal	PowerShell	Testing	Troubleshooting
3.1 Agent Inventory	Portal	PS	Test	Fix
3.2 Usage Analytics	Portal	PS	Test	Fix
3.3 Compliance Reporting	Portal	PS	Test	Fix
3.4 Incident Reporting	Portal	PS	Test	Fix
3.5 Cost Allocation	Portal	PS	Test	Fix
3.6 Orphaned Agent Detection	Portal	PS	Test	Fix
3.7 PPAC Security Posture	Portal	PS	Test	Fix
3.8 Copilot Hub Dashboard	Portal	PS	Test	Fix
3.9 Sentinel Integration	Portal	PS	Test	Fix
3.10 Hallucination Feedback	Portal	PS	Test	Fix
3.11 Centralized Inventory Enforcement	Portal	PS	Test	Fix
3.12 Exception and Override Management	Portal	PS	Test	Fix

Pillar 4: SharePoint (7 controls)

Control	Portal	PowerShell	Testing	Troubleshooting
4.1 Information Access Governance	Portal	PS	Test	Fix
4.2 Site Access Reviews	Portal	PS	Test	Fix
4.3 Retention Management	Portal	PS	Test	Fix
4.4 External User Controls	Portal	PS	Test	Fix
4.5 Security Monitoring	Portal	PS	Test	Fix
4.6 Grounding Scope	Portal	PS	Test	Fix
4.7 M365 Copilot Data Governance	Portal	PS	Test	Fix

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Playbook Format

Each playbook follows a consistent structure:

Portal Walkthrough

• Prerequisites checklist
• Step-by-step portal configuration
• Configuration by governance level
• Screenshots and UI references
• Validation checkpoints

PowerShell Setup

• Module requirements
• Configuration scripts with full documentation
• Validation scripts
• Complete automation examples

Verification & Testing

• Manual verification steps
• Test case table
• Evidence collection checklist
• Automated validation scripts

Troubleshooting

• Common issues table (Issue | Cause | Resolution)
• Detailed diagnostic steps
• Configuration confirmation methods
• Escalation path

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Related Sections

• Control Catalog - Full control documentation
• Framework - Governance principles and zones
• Getting Started Playbooks - Initial setup sequence

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Updated: January 2026 | Version: v1.2