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Control 3.6: Orphaned Agent Detection and Remediation - Portal Walkthrough

This playbook provides step-by-step portal configuration guidance for Control 3.6.


Prerequisites

  • Power Platform Admin role
  • SharePoint Admin role (for SharePoint agents)
  • M365 Admin role (for Integrated Apps)
  • Power Automate license for automated workflows

Step 1: Define Orphan Criteria

Orphan Categories:

Category Definition Risk Level
Owner Departed Business owner no longer with organization High
Environment Deleted Agent's environment removed Critical
No Activity Zero interactions for 90+ days Medium
License Expired Required licenses no longer assigned High
Maker Inactive Creator account disabled/deleted High
Connector Broken Key data connections failed Medium

Step 2: Configure PPAC Agent Inventory Export

Portal Path: Power Platform Admin Center > Resources > Power Apps/Copilot Studio

  1. Navigate to Power Platform Admin Center
  2. Go to Resources > Power Apps or Copilot Studio
  3. Export agent list with owner information
  4. Compare against Entra ID active users

Step 3: Set Up M365 Admin Center Agent Review

Portal Path: M365 Admin Center > Agents > All agents > Registry

  1. Navigate to M365 Admin Center
  2. Go to Agents > All agents > Registry tab
  3. Review "Missing an owner" metric on the summary bar
  4. Filter for agents without owner assignment

Step 4: Create SharePoint Orphan Tracking List

Create a SharePoint list to track orphaned agents:

Column Type Purpose
Agent ID Text Unique identifier
Agent Name Text Display name
Orphan Category Choice Classification
Discovery Date Date When identified
Last Owner Person Previous owner
Assigned Reviewer Person Current reviewer
Action Choice Reassign/Archive/Delete
Action Date Date When resolved
Justification Multi-line Reasoning

Step 5: Configure Automated Detection Flow

Portal Path: Power Automate > Create > Scheduled cloud flow

Create flow to detect orphaned agents weekly:

Trigger: Recurrence (Weekly - Sunday 2 AM)

Actions:
├── Get all agents from PPAC
├── Get all active users from Entra ID
├── For each agent:
│   ├── Check if owner exists in active users
│   ├── Check last activity date
│   ├── If orphan criteria met:
│   │   ├── Add to Orphan Tracking List
│   │   ├── Notify AI Governance Lead
│   │   └── Start remediation timer
└── Generate weekly orphan report

Step 6: Establish Remediation Workflow

Remediation Options:

Action When to Use Process
Reassign Agent still valuable Transfer to new owner; update metadata
Archive Uncertain value Disable agent; retain 90 days
Delete No business need Backup config; permanent removal
Consolidate Duplicate functionality Merge with another agent

Approval Requirements:

Action Zone 1 Zone 2 Zone 3
Reassign Team Lead Manager Director + Compliance
Archive Team Lead Manager Director
Delete Manager Director VP + Legal

Step 7: Configure Remediation SLAs

Orphan Category Review SLA Remediation SLA
Owner Departed 5 days 14 days
Environment Deleted Immediate 3 days
No Activity (90d) 14 days 30 days
License Expired 5 days 7 days
Maker Inactive 5 days 14 days
Connector Broken 7 days 14 days


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Updated: January 2026 | Version: v1.2