How to prepare for Copilot for M365
Why you should make sure your data is secure
When working with Copilot for M365, we need to remember that we are responsible for
the data security aspects of the implementation. Sure Microsoft has done what
they can from their end, making sure your data stays safe and that it is not
used to train the model. But we still have some obligations that we need to
fulfill internally.
This has been a long time coming and is not just something we need to do because of
copilot. This is something we need to do, because of several regulations set
out by governments to protect and secure data. Copilot has just made the issue
all the more pressing, because of a term I'll called obscurification. What I
mean by this is hiding something, in the mess of things.
A lot of organizations have a messy data infrastructure, and have little to no control
over access to their data. This however has not been as big of an issue because
people didn't necessarily know where to look for data. However copilot unravels
this, by being able to not only search for titles of documents, but also the
words within the documents. Let's take an example.
An IT administrator saves all their passwords, for server accounts in a document,
that they put into sharepoint site only for the internal it organization. Then
overtime, some people get added because they might need access to a document
for the phone system, people change departments but don't have their access
removed. And suddenly 20 people have access to this sharepoint site, but only 7
of them are currently in the internal IT department. Now the 20 people don't
need to have access to the password, and may not even know they are there. And
they will not find them because they are not looking for them.
But then John who is now working as a consultant for the same company, ask copilot for a
documents with passwords because he forgot the password to one of his
customers, and know he saved it in a document on his onedrive. Suddenly it will
tell him of the password document of the internal IT department.
How do we fix this?
First off,
we will have a quick discussion about IAM (Identity and Access Management). IAM
is an excellent solution to some of the problems of oversharing documents. If
you have a proper IAM setup, you can make access to documents automated, and
much more regulated and auditable.
We can use dynamic groups based on attributes such as departments, offices, countries and
so forth, to control access to sharepoint sites relevant only to people with
these attributes. This way, when people change roles or office, they will have
access automatically removed and not just be forgotten.
Furthermore, we can use features such as PIM and Access reviews to control if people need
short term access to documents or sites. This way we can make sure that it is
done in a certain time frame, and they will automatically loose access
afterward or have people weekly or monthly do access reviews to make sure only
relevant people have access.
At some point we will do a whole series of IAM, where we cover subjects such as Zero
trust, JEA, JIT and how we can implement these things with microsoft products.
Purview, Information Protection and Compliance.
When we are talking about data security, information protection and regulations, one of the
greatest tools we have available is microsoft Purview. This is the portal where
Microsoft have gathered all their data compliance and information protection
settings like Sensitivity labels, DLP, Retention policies, Communication
compliance and so forth. From here you will be able to secure your data, who
has access to it, how they are able to share it, and much more. Microsoft
Purview features are included in E5 licenses, and some features are included in
E3 as well, and is definitely something you should look into implementing.
Specifically for copilot, there is a section in the purview portal called "AI
Hub". Which is for now just a few policies focused on the usage of AI, and
the monitoring of these policies.
You will from here be able to activate Microsoft purview Audit. Which will enable you to
see interractions with copilot. You will be prompted to onboard devices to
purview, and install Microsoft purview browser extension (Which is done in the
intune portal).
You will also set up DLP policies which will help you monitor activities at third party
AI apps, and with the purview extension and onboarding, you will be able to use
DLP policies to make sure sensitive information is not shared with third party
AI. You will be able to monitor Unethical use of AI Aswell, set up through
communication compliance.
My next series will be focused on Microsoft Purview, and give you more in depth
knowledge of the different features, and how you can implement them.