#Cloud Governance Integrated Management

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

*Note: A subscription to the Cloud Governance for Power Platform 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 .

For detailed instructions, refer to the following sections.

#Edit Cloud Governance Metadata

If you have a Cloud Governance for Power Platform subscription, you can manage the Cloud Governance metadata applied to the agents in EnPower. To add, remove, or edit the values of metadata of an agent, complete the following steps:

1. Select an agent and click Edit metadata on the ribbon.

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

   • Click Add metadata to apply new metadata to the agent. 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 agent.

   • Edit the metadata values.

3. Click Save.

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

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

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

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

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

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

   • Remove metadata and add new ones – Select to remove all existing metadata from the agents 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 agents. Then, select the metadata and enter their new values. If the specified metadata to update are not applied to the agents, the action will be skipped. Only agents with specified metadata can be updated.

3. Click Save.

#Specify Contacts

If you have a subscription to the Cloud Governance for Power Platform, you can specify the primary and secondary contacts of your agents in EnPower to allow specific users to manage the agents. To assign contacts to specific agents, complete the following steps:

1. Select the agents to specify contacts for.

2. Click Specify contacts on the ribbon.

3. In the Specify contacts panel, configure the following settings:

   • Primary contact – Enter the name of a user to be the primary contact.

     Select whether to Notify the contact when the agent is assigned. If selected, you need to select an email template for the notification email from the dropdown list.

   • Secondary contact – Enter the name of a user to be the secondary contact.

     Select whether to Notify the contact when the agent is assigned. If selected, you need to select an email template for the notification email from the dropdown list.

4. Click Save. The process will start to assign the agent to the contacts.

#Apply Contact Election Profile

To apply a contact election profile created in Cloud Governance to agents, complete the following steps:

1. Select one or more agents 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, refer to .

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

     • Do not apply the new profile to these agents

     • 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.

#Trigger Contact Election Task

To trigger contact election task of agents, complete the following steps:

1. Select one or more agents and click Trigger contact election task on the ribbon.

2. In the Trigger agents contact election task window, click Trigger.

3. A process will start to trigger the task. You can then check the process details in Process center.

#Renew Agents

Copilot Studio agent renewal allows users to periodically review and update the agent 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 agents, restart the renewal process, and reassign renewal tasks. Refer to the following sections for more details.

#Apply Renewal Profile

To apply renewal profile to agents, complete the following steps:

1. Select the agents 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 you would like to apply.

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

   • Do not apply the new profile to these agents – Select this option to skip all agents 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 agents, complete the following steps:

1. Select the agents 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. To send, select the email template to use.

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

#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 agents 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 reassign the task.

#Auto-Complete a Renewal

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

1. Select one or more agents.

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 agents 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 Agents from Cloud Governance

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

1. Select one or more agents to remove. The selected agents must have been registered in Cloud Governance. You can find them with the Registered filter under Governance details category.

2. Click 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 agents will be removed from AvePoint Cloud Governance. Then, click Remove. The process will start to remove the selected agents from Cloud Governance.

#Check and Export Timeline

To view all renewal audits, profile changing history, and metadata edits, click the name of an agent to go to the Agent 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 agents, complete the following steps:

1. On the Copilot Studio page, select the agents 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.