#Auto Discovery for Agents

To manage scan profiles for scanning your Microsoft Azure agents into AvePoint Online Services, navigate to Auto discovery > Scan profiles. On the Scan profiles page, you can create and edit scan profiles. For details on the other actions of managing scan profiles, see Manage Scan Profiles.

To create/edit a scan profile, refer to the following steps to configure settings in the Create scan profile / Edit scan profile wizard:

1. Choose object types – In the Tenant drop-down list, select a tenant for which the scan profile is created. Then, select the object types to be included in a scan profile.

   The table below lists the services and apps which can scan Microsoft Azure agents:

Click Next to proceed.

2. Profile settings – Refer to the information below to configure the profile settings:

   • Name – Enter a name for the profile.

   • Description – Enter an optional description for the profile.

   • Auto-grant system administrator role to all your Power Platform environments (for Copilot Studio only) – By default, it is disabled. Once enabled, during the scan job, users who consented to related apps will be granted the system administrator role for all your Power Platform environments.

     Additional configurations are required after enabling this option. For details, refer to Additional Operations after You Enable the Auto-Grant System Administrator Role Option.

   • Enable daily scan – If you want to run this scan profile every day, turn on this toggle. The default start time of the daily scan job is displayed, and you can customize the start time when necessary.

   • Notify recipientsvia email when objects are moved or removed – Objects will be automatically moved to other containers when they match the containers’ rules. If you want to enable this notification, turn on the toggle. Then, select an email recipient profile from the Notification profile drop-down list. Whenever objects are moved to other containers or removed from AOS containers, the recipients in the selected profile will receive email notifications. If necessary, click Create email recipient profile to create one. For more instructions on configuring email recipient profiles, refer to Email Recipient Profile.

   Click Next to proceed or click Previous to go back to the previous page.

3. Configure containers and rules – Refer to the information below to choose a scan mode:

   • Express mode will scan objects into default containers. This mode is the simplest way to get started.

   • Advanced mode will scan objects dynamically to containers defined by business rules you configure. If you select the advanced mode, follow the instructions below to configure containers and rules for each object type:

     1. To add a rule, click Add. The Add rule pane appears on the right of the page.

     2. Select a container – Select a container from the drop-down list. If necessary, click Create container to create one. For details on configuring containers, refer to Manage Containers.

     3. Rule – Select All objects in one container or Specified objects in one container as the rule for this container.

        NOTE

        If you have configured criteria for the Specified objects in one container rule, you can click Rule for excluded objects to configure an additional rule for the objects that do not meet the criteria. If you select the All objects in one container rule, you will not be allowed to add other rules.

     4. Rule criteria and values – If you select Specified objects in one container, follow the instructions below to configure Rule criteria and values to define specified objects.

        • To set a criterion, select an option from the drop-down list, and then configure values in the textbox. For more information on the supported criteria, refer to Supported Criteria in Auto Discovery Rules.

        • To add a criterion, click the add () button; to delete a rule, click the delete () button.

        • With multiple criteria, you must select And (objects that meet all criteria will be scanned into the container) or Or (objects that meet any of the criteria will be scanned into the container) as the logic for the criteria.

          NOTE

          The rules are executed sequentially from top to bottom, for example, ((1 And 2) Or 3).

     5. Click Add at the bottom of the Add rule right pane to add the configured rule.

     6. If you add multiple containers, set a container’s priority by selecting a number from the Priority drop-down list.

     7. If you select the Specified objects in one container option, for the condition when the scan profile discovers objects that don’t meet the criteria configured in rules, you can click Rule for excluded objects to configure an additional rule. The default option of the additional rule is Do not add them to any containers. If you change the rule to Add them to one container, select a container from the drop-down list. Then, click Save.

     8. If you want to edit or remove a rule, hover the mouse on the rule, click the more options () button, and then click Edit or Remove.

   Click Next to proceed, or click Previous to go back to the previous page.

4. Have an overview of the settings in the scan profile, and take one of the following actions:

   • If you want to save your configurations in the scan profile, click Save.

   • If you want to run the scan profile immediately, click Save and run.

   • If you want to go back to the previous page, click Previous.