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Cloud Governance Integrated Management

EnPower integrates with Cloud Governance to provide the lifecycle management of your Teams. With Cloud Governance subscription, you can edit the Cloud Governance metadata applied, manage contacts, perform renewal, and configure the Cloud Governance registration.

Note the following:

- A subscription to the Cloud Governance for Microsoft 365 is required for lifecycle management. If you would like to subscribe to Cloud Governance, contact your AvePoint account manager. For more information on Cloud Governance, refer to the . - To perform Cloud Governance operations in EnPower, the target Teams need to be imported into Cloud Governance first. For details on importing the Teams, refer to .

For detailed instructions, refer to the following sections.

Edit Cloud Governance Metadata

If you have a Cloud Governance for Microsoft 365 subscription, you can manage the Cloud Governance metadata applied to the Teams in EnPower. To add, remove, or edit the values of metadata of a Team, complete the following steps:

  1. Select a Team and click Edit metadata on the ribbon.

  2. In the Edit metadata panel, all existing Cloud Governance metadata applied to the Team are listed. You can:

    • Click Add metadata to apply new metadata to the Team. In the Add metadata panel, select the metadata to add and click Add in the lower-right corner.

    • Click Remove to remove certain metadata from the Team.

    • Edit the metadata values.

  3. Click Save.

To edit metadata of multiple Teams at a time, complete the following steps:

  1. Select multiple Teams and click Edit metadata on the ribbon.

    *Note: You can only bulk edit metadata for Teams in the same tenant.

  2. In the Edit metadata panel, select the bulk operation:

    • Add metadata – Select to apply new metadata to the Teams. Then, select the metadata to add and enter their values.

    • Remove metadata – Select to remove certain metadata from the Teams. Then, select the metadata to remove.

    • Remove metadata and add new ones – Select to remove all existing metadata from the Teams and add new ones. Then, select the metadata to add and enter their values.

    • Update metadata with new values – Select to update values of certain metadata applied to the Teams. Then, select the metadata and enter their new values. If the specified metadata to update are not applied to the Teams, the action will be skipped. Only Teams with specified metadata can be updated.

  3. Click Save.

Manage Teams’ Contacts

In EnPower, you can specify primary and secondary contacts for the Teams’ lifecycle management in both Cloud Governance and EnPower. You can also apply contact election profiles here to enable an automated contact nomination process when the original primary and secondary contacts are deactivated.

Specify Contacts

To specify primary and secondary contacts of the Teams, complete the following steps:

  1. Select one or more Teams and click Specify contacts on the ribbon. If you cannot see the action on the ribbon, click the Icon: Action list to expand the action list.

  2. In the Specify contacts panel, search and select users for Primary contact and Secondary contact. You can also select Notify the contact when the Team is assigned checkbox to send notifications to the specified contacts.

  3. Click Save. A process will start the contact assignment.

Apply Contact Election Profile

To apply a contact election profile to Teams, complete the following steps:

  1. Select one or more Teams and click Apply contact election profile on the ribbon.

  2. In the Apply contact election profile panel, complete the following configurations:

    • Contact election profile – Select a contact election profile to apply. For details on creating contact election profiles in Cloud Governance, refer to .

    • How do you want to handle Teams that have ongoing contact election tasks – When you are applying profile to Teams in the Preparing renewal report, Renewal completed with exception, Renewal in progress, Renewal overdue, or Renewal pending phases, select one of the following options:

      • Do not apply the new profile to these Teams

      • Cancel all ongoing contact election tasks, escalation tasks, and apply the new profile

  3. Click Save. The process will start to apply the contact election profile.

Renew Teams

Microsoft Teams renewal allows users to periodically review and update the Team contacts, permissions, and metadata all in one task. In EnPower, you can apply the renewal profiles you have created in AvePoint Cloud Governance to your Teams, restart the renewal process, and assign renewal tasks. Refer to the following sections for more details.

Apply a Renewal Profile

To apply a renewal profile to Teams, complete the following steps:

  1. Select the Teams to apply the renewal profile to. For details on creating renewal profiles in Cloud Governance, refer to .

  2. Click Apply renewal profile on the ribbon.

  3. In the Apply renewal profile panel, select the renewal profile to apply.

  4. Select how you want to handle Teams that have ongoing renewal tasks from one of the following actions:

    • Do not apply the new profile to these Teams – Select this option to skip all apps that have ongoing tasks.

    • Cancel ongoing renewal tasks, escalation tasks, and apply the new profile – Select this option to cancel all the ongoing tasks before the new profile is applied. If selected, you can also select a checkbox to Send a cancellation email to the task assignees and select the email template to use.

  5. Click Save to update the changes.

Restart Renewal

To restart the renewal process of Teams, complete the following steps:

  1. Select the Teams to restart the renewal process.

  2. Click Restart renewal on the ribbon.

  3. In the confirmation window, select whether to Send a cancellation email to the task assignees. If you want to send, select the email template to use.

  4. Click Apply. The process will start to restart the renewal process for the selected Teams.

Assign Renewal Tasks

Apart from the existing renewal task assignees, you can also specify a user to assign the renewal task to and let the newly assigned user become the task assignee. To assign renewal tasks, complete the following steps:

  1. Select the Teams whose renewal tasks are to be assigned.

  2. Click Assign renewal tasks on the ribbon.

  3. In the Assign renewal tasks panel, specify the user to add as the assignee.

  4. Click Save. The process will start to assign the task.

Auto-Complete a Renewal

To complete the renewal process using auto-complete, follow the steps below:

  1. Select one or more Teams.

  2. Click Auto-complete renewal on the ribbon.

  3. The Auto-complete renewal window appears, providing two-phase statuses. When the renewal process is completed, the phase will be changed upon your selection. You can select:

    • In compliance

    • Renewal canceled

    If one or more selected Teams have renewal tasks, you can choose to send a cancellation email to the task assignees and select the email template to use.

  4. Click Save.

Remove Teams from Cloud Governance

To remove registered Teams from AvePoint Cloud Governance, complete the following steps:

  1. On the Teams page, select one or more Teams to remove. The selected Teams must have been registered in Cloud Governance. You can find them with the Registered filter under Governance details category.

  2. Click Button: More actions. on the ribbon to expand the action list and click Remove from Cloud Governance.

  3. In the confirmation window, select I agree that everything related to the selected Teams will be removed from AvePoint Cloud Governance. Then, click Remove. The process will start to remove the selected Teams from Cloud Governance.

Check and Export Timeline

To view all renewal audits, profile changing history, and metadata edits, click the name of a Team to go to the Team details page. In the Governance details tab, all changing history and predicted changes are listed in the Timeline section.

You can filter certain action logs by using the Action type and Date range filters above the table.

To export the timeline of Teams, complete the following steps:

  1. In Teams, select the Teams whose timeline you want to export.

  2. Click Export selected objects and then click Export timeline.

  3. On the Export renewal timeline panel, select the content to export:

    • Details to export – Select the timeline components. You can select from Renewal audits and Metadata log.

    • Time range – Select the time range within which the records will be exported.

  4. Click Export. A process will start to export the report. You can then download the report in Process center.