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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.

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

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

Playbooks by Pillar

Pillar 1: Security (29 controls)

Control Portal PowerShell Testing Troubleshooting
1.1 Restrict Agent Publishing 1.1 Portal Walkthrough 1.1 PowerShell Setup 1.1 Verification & Testing 1.1 Troubleshooting
1.2 Agent Registry 1.2 Portal Walkthrough 1.2 PowerShell Setup 1.2 Verification & Testing 1.2 Troubleshooting
1.3 SharePoint Content Governance 1.3 Portal Walkthrough 1.3 PowerShell Setup 1.3 Verification & Testing 1.3 Troubleshooting
1.4 Advanced Connector Policies 1.4 Portal Walkthrough 1.4 PowerShell Setup 1.4 Verification & Testing 1.4 Troubleshooting
1.5 DLP and Sensitivity Labels 1.5 Portal Walkthrough 1.5 PowerShell Setup 1.5 Verification & Testing 1.5 Troubleshooting
1.6 DSPM for AI 1.6 Portal Walkthrough 1.6 PowerShell Setup 1.6 Verification & Testing 1.6 Troubleshooting
1.7 Audit Logging 1.7 Portal Walkthrough 1.7 PowerShell Setup 1.7 Verification & Testing 1.7 Troubleshooting
1.8 Runtime Protection 1.8 Portal Walkthrough 1.8 PowerShell Setup 1.8 Verification & Testing 1.8 Troubleshooting
1.9 Data Retention 1.9 Portal Walkthrough 1.9 PowerShell Setup 1.9 Verification & Testing 1.9 Troubleshooting
1.10 Communication Compliance 1.10 Portal Walkthrough 1.10 PowerShell Setup 1.10 Verification & Testing 1.10 Troubleshooting
1.11 Conditional Access 1.11 Portal Walkthrough 1.11 PowerShell Setup 1.11 Verification & Testing 1.11 Troubleshooting
1.12 Insider Risk 1.12 Portal Walkthrough 1.12 PowerShell Setup 1.12 Verification & Testing 1.12 Troubleshooting
1.13 Sensitive Information Types 1.13 Portal Walkthrough 1.13 PowerShell Setup 1.13 Verification & Testing 1.13 Troubleshooting
1.14 Data Minimization 1.14 Portal Walkthrough 1.14 PowerShell Setup 1.14 Verification & Testing 1.14 Troubleshooting
1.15 Encryption 1.15 Portal Walkthrough 1.15 PowerShell Setup 1.15 Verification & Testing 1.15 Troubleshooting
1.16 IRM for Documents 1.16 Portal Walkthrough 1.16 PowerShell Setup 1.16 Verification & Testing 1.16 Troubleshooting
1.17 Endpoint DLP 1.17 Portal Walkthrough 1.17 PowerShell Setup 1.17 Verification & Testing 1.17 Troubleshooting
1.18 RBAC 1.18 Portal Walkthrough 1.18 PowerShell Setup 1.18 Verification & Testing 1.18 Troubleshooting
1.19 eDiscovery 1.19 Portal Walkthrough 1.19 PowerShell Setup 1.19 Verification & Testing 1.19 Troubleshooting
1.20 Network Isolation 1.20 Portal Walkthrough 1.20 PowerShell Setup 1.20 Verification & Testing 1.20 Troubleshooting
1.21 Adversarial Input Logging 1.21 Portal Walkthrough 1.21 PowerShell Setup 1.21 Verification & Testing 1.21 Troubleshooting
1.22 Information Barriers 1.22 Portal Walkthrough 1.22 PowerShell Setup 1.22 Verification & Testing 1.22 Troubleshooting
1.23 Step-Up Authentication 1.23 Portal Walkthrough 1.23 PowerShell Setup 1.23 Verification & Testing 1.23 Troubleshooting
1.24 Defender AI-SPM 1.24 Portal Walkthrough 1.24 PowerShell Setup 1.24 Verification & Testing 1.24 Troubleshooting
1.25 MIME Type Restrictions 1.25 Portal Walkthrough 1.25 PowerShell Setup 1.25 Verification & Testing 1.25 Troubleshooting
1.26 File Upload Restrictions 1.26 Portal Walkthrough 1.26 PowerShell Setup 1.26 Verification & Testing 1.26 Troubleshooting
1.27 Content Moderation 1.27 Portal Walkthrough 1.27 PowerShell Setup 1.27 Verification & Testing 1.27 Troubleshooting
1.28 Policy-Based Publishing 1.28 Portal Walkthrough 1.28 PowerShell Setup 1.28 Verification & Testing 1.28 Troubleshooting
1.29 Global Secure Access 1.29 Portal Walkthrough 1.29 PowerShell Setup 1.29 Verification & Testing 1.29 Troubleshooting

Pillar 2: Management (27 controls)

Control Portal PowerShell Testing Troubleshooting
2.1 Managed Environments 2.1 Portal Walkthrough 2.1 PowerShell Setup 2.1 Verification & Testing 2.1 Troubleshooting
2.2 Environment Groups 2.2 Portal Walkthrough 2.2 PowerShell Setup 2.2 Verification & Testing 2.2 Troubleshooting
2.3 Change Management 2.3 Portal Walkthrough 2.3 PowerShell Setup 2.3 Verification & Testing 2.3 Troubleshooting
2.4 Business Continuity 2.4 Portal Walkthrough 2.4 PowerShell Setup 2.4 Verification & Testing 2.4 Troubleshooting
2.5 Testing & Validation 2.5 Portal Walkthrough 2.5 PowerShell Setup 2.5 Verification & Testing 2.5 Troubleshooting
2.6 Model Risk Management 2.6 Portal Walkthrough 2.6 PowerShell Setup 2.6 Verification & Testing 2.6 Troubleshooting
2.7 Vendor Risk Management 2.7 Portal Walkthrough 2.7 PowerShell Setup 2.7 Verification & Testing 2.7 Troubleshooting
2.8 Access Control & SoD 2.8 Portal Walkthrough 2.8 PowerShell Setup 2.8 Verification & Testing 2.8 Troubleshooting
2.9 Performance Monitoring 2.9 Portal Walkthrough 2.9 PowerShell Setup 2.9 Verification & Testing 2.9 Troubleshooting
2.10 Patch Management 2.10 Portal Walkthrough 2.10 PowerShell Setup 2.10 Verification & Testing 2.10 Troubleshooting
2.11 Bias Testing 2.11 Portal Walkthrough 2.11 PowerShell Setup 2.11 Verification & Testing 2.11 Troubleshooting
2.12 Supervision & Oversight 2.12 Portal Walkthrough 2.12 PowerShell Setup 2.12 Verification & Testing 2.12 Troubleshooting
2.13 Documentation 2.13 Portal Walkthrough 2.13 PowerShell Setup 2.13 Verification & Testing 2.13 Troubleshooting
2.14 Training Program 2.14 Portal Walkthrough 2.14 PowerShell Setup 2.14 Verification & Testing 2.14 Troubleshooting
2.15 Environment Routing 2.15 Portal Walkthrough 2.15 PowerShell Setup 2.15 Verification & Testing 2.15 Troubleshooting
2.16 RAG Source Validation 2.16 Portal Walkthrough 2.16 PowerShell Setup 2.16 Verification & Testing 2.16 Troubleshooting
2.17 Multi-Agent Orchestration 2.17 Portal Walkthrough 2.17 PowerShell Setup 2.17 Verification & Testing 2.17 Troubleshooting
2.18 Conflict of Interest Testing 2.18 Portal Walkthrough 2.18 PowerShell Setup 2.18 Verification & Testing 2.18 Troubleshooting
2.19 AI Disclosure 2.19 Portal Walkthrough 2.19 PowerShell Setup 2.19 Verification & Testing 2.19 Troubleshooting
2.20 Adversarial Testing 2.20 Portal Walkthrough 2.20 PowerShell Setup 2.20 Verification & Testing 2.20 Troubleshooting
2.21 AI Marketing Claims 2.21 Portal Walkthrough 2.21 PowerShell Setup 2.21 Verification & Testing 2.21 Troubleshooting
2.22 Inactivity Timeout Enforcement 2.22 Portal Walkthrough 2.22 PowerShell Setup 2.22 Verification & Testing 2.22 Troubleshooting
2.23 User Consent and AI Disclosure 2.23 Portal Walkthrough 2.23 PowerShell Setup 2.23 Verification & Testing 2.23 Troubleshooting
2.24 Feature Enablement Governance 2.24 Portal Walkthrough 2.24 PowerShell Setup 2.24 Verification & Testing 2.24 Troubleshooting
2.25 Agent 365 Governance Console 2.25 Portal Walkthrough 2.25 PowerShell Setup 2.25 Verification & Testing 2.25 Troubleshooting
2.26 Entra Agent ID Identity Governance 2.26 Portal Walkthrough 2.26 PowerShell Setup 2.26 Verification & Testing 2.26 Troubleshooting
2.27 Consumption-Entitlement Governance 2.27 Portal Walkthrough 2.27 PowerShell Setup 2.27 Verification & Testing 2.27 Troubleshooting

Pillar 3: Reporting (14 controls)

Control Portal PowerShell Testing Troubleshooting
3.1 Agent Inventory 3.1 Portal Walkthrough 3.1 PowerShell Setup 3.1 Verification & Testing 3.1 Troubleshooting
3.2 Usage Analytics 3.2 Portal Walkthrough 3.2 PowerShell Setup 3.2 Verification & Testing 3.2 Troubleshooting
3.3 Compliance Reporting 3.3 Portal Walkthrough 3.3 PowerShell Setup 3.3 Verification & Testing 3.3 Troubleshooting
3.4 Incident Reporting 3.4 Portal Walkthrough 3.4 PowerShell Setup 3.4 Verification & Testing 3.4 Troubleshooting
3.5 Cost Allocation 3.5 Portal Walkthrough 3.5 PowerShell Setup 3.5 Verification & Testing 3.5 Troubleshooting
3.6 Orphaned Agent Detection 3.6 Portal Walkthrough 3.6 PowerShell Setup 3.6 Verification & Testing 3.6 Troubleshooting
3.7 PPAC Security Posture 3.7 Portal Walkthrough 3.7 PowerShell Setup 3.7 Verification & Testing 3.7 Troubleshooting
3.8 Copilot Hub Dashboard 3.8 Portal Walkthrough 3.8 PowerShell Setup 3.8 Verification & Testing 3.8 Troubleshooting
3.9 Sentinel Integration 3.9 Portal Walkthrough 3.9 PowerShell Setup 3.9 Verification & Testing 3.9 Troubleshooting
3.10 Hallucination Feedback 3.10 Portal Walkthrough 3.10 PowerShell Setup 3.10 Verification & Testing 3.10 Troubleshooting
3.11 Centralized Inventory Enforcement 3.11 Portal Walkthrough 3.11 PowerShell Setup 3.11 Verification & Testing 3.11 Troubleshooting
3.12 Exception and Override Management 3.12 Portal Walkthrough 3.12 PowerShell Setup 3.12 Verification & Testing 3.12 Troubleshooting
3.13 Agent 365 Analytics and Reporting 3.13 Portal Walkthrough 3.13 PowerShell Setup 3.13 Verification & Testing 3.13 Troubleshooting
3.14 Agent 365 Observability SDK 3.14 Portal Walkthrough 3.14 PowerShell Setup 3.14 Verification & Testing 3.14 Troubleshooting

Pillar 4: SharePoint (9 controls)

Control Portal PowerShell Testing Troubleshooting
4.1 Information Access Governance 4.1 Portal Walkthrough 4.1 PowerShell Setup 4.1 Verification & Testing 4.1 Troubleshooting
4.2 Site Access Reviews 4.2 Portal Walkthrough 4.2 PowerShell Setup 4.2 Verification & Testing 4.2 Troubleshooting
4.3 Retention Management 4.3 Portal Walkthrough 4.3 PowerShell Setup 4.3 Verification & Testing 4.3 Troubleshooting
4.4 External User Controls 4.4 Portal Walkthrough 4.4 PowerShell Setup 4.4 Verification & Testing 4.4 Troubleshooting
4.5 Security Monitoring 4.5 Portal Walkthrough 4.5 PowerShell Setup 4.5 Verification & Testing 4.5 Troubleshooting
4.6 Grounding Scope 4.6 Portal Walkthrough 4.6 PowerShell Setup 4.6 Verification & Testing 4.6 Troubleshooting
4.7 M365 Copilot Data Governance 4.7 Portal Walkthrough 4.7 PowerShell Setup 4.7 Verification & Testing 4.7 Troubleshooting
4.8 Item-Level Permission Scanning 4.8 Portal Walkthrough 4.8 PowerShell Setup 4.8 Verification & Testing 4.8 Troubleshooting
4.9 Embedded File Content Governance 4.9 Portal Walkthrough 4.9 PowerShell Setup 4.9 Verification & Testing 4.9 Troubleshooting

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

Updated: May 2026 | Version: v1.6.2 | UI Verification Status: Current