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rencore.com
Tomislav Karafilov
Session 3
Power Platform
Governance
Make it your platform
rencore.com
Tomislav Karafilov
Microsoft Business Applications MVP
deroso Solutions GmbH, Köln / Bremen
@tkarafilov
Communities:
- MSCCCH (Microsoft Cloud &
Collaboration Community Hannover)
- Power Platform UserGroup Hannover
- …
Who am I?
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Power Platform Governance
Make it your platform
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Governance
Rules and procedures
Definitions and goals
Protection (Information protection)
Governance → Guidance, guidelines
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Governance
Customers
Company
Laws
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Governance
Customers
Company
Laws
Functions of a software
Informations / data
Documents
Interfaces
Employees
Service provider
Software vendor
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Governance
Customers
Company
Laws
Functions of a software
Informations / data
Documents
Interfaces
To be created by yourself!
Corporate guidelines
Employees
Service provider
Software vendor
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Governance
Find relevant data
Protect data
Prevent data loss
Control data
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Governance
1. Understand and plan
2. Implement
3. Check
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Power Platform
Make it your platform
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Power Platform
Power Apps
Power Automate
Power Virtual Agents
Power BI
Dataverse
Connetors
Azure
Can be used in
many places in
Microsoft 365!
rencore.com
Environments are containers that administrators use
to manage apps, flows, connections, and other assets
- along with permissions that allow users in the
organization to use the resources.
Power Platform – Main part: Environments
rencore.com
Power Platform Environments
Default -
Environment
Personal
productivity
Everyone is a
maker
Dev Test Prod
Dev Test Prod
Dev
Dedicated
Shared
1 team
(Microsoft 365 Group)
Environment
1 team
(Microsoft 365 Group)
Environment
ALM
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Create new environment
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• Production (This is intended to be used for permanent work in an organization.)
• Default (These are a special type of production environment. Each tenant has a default environment that's created
automatically.)
• Sandbox (These are non-production environments, which offer features like copy and reset. Sandbox environments are used
for development and testing, separate from production.)
• Trial (They expire after 30 days and are limited to one user or are subscription bases.)
• Developer (They're special environments intended only for use by the owner.)
• Microsoft Dataverse for Teams (Dataverse for Teams environments are automatically
created for the selected team when you create an app in Teams using the Power Apps app for the first time or install a Power
Apps app from the app catalog.)
Power Platform Environment Types
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Create new environment
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Create new environment
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Create new environment
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Create new environment
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Create new environment
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• Environments are tied to a geographic location that is configured at the
time the environment is created.
• Environments can be used to address different audiences and / or
different purposes such as development, testing and production.
• Data Loss Prevention (DLP) policies can be applied to individual
environments or the tenant.
• Each tenant has a standard environment in which all licensed Power Apps
and Power Automate users can create apps and flows.
• Non-standard environments can be created by licensed Power Apps,
Power Automate, and Dynamics users. The creation can only be restricted
to global administrators and service administrators via a tenant setting.
• An environment can have one or no Dataverse instances.
Power Platform Environments
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Environment Settings
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Environment Settings
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Environment Settings
Product
Business
Users + permissions
Audit and logs
Templates
Email
Integration
Data management
Encryptioin
Resources
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Environment Settings
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Environment
Power Platform Environments
DLP Policies
Env. Settings
Connectors
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Who can create an environment?
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Who can create an environment?
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Get-TenantSettings
walkMeOptOut : False
disableNPSCommentsReachout : False
disableNewsletterSendout : False
disableEnvironmentCreationByNonAdminUsers : False (*)
disablePortalsCreationByNonAdminUsers : False (!)
disableSurveyFeedback : False
disableTrialEnvironmentCreationByNonAdminUsers : False (*)
disableCapacityAllocationByEnvironmentAdmins : False
disableSupportTicketsVisibleByAllUsers : False
powerPlatform : @{search=; teamsIntegration=; powerApps=}
search : @{disableDocsSearch=False; disableCommunitySearch=False; disableBingVideoSearch=False}
teamsIntegration : @{shareWithColleaguesUserLimit=10000}
powerApps : @{disableShareWithEveryone=False; enableGuestsToMake=False}
$settings = @{ DisableEnvironmentCreationByNonAdminUsers = $true }
Set-TenantSettings $settings
PowerShell
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Who can create an environment?
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Who can create an environment?
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Gateways
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Managing /
Monitoring
Make it your platform
rencore.com
• Power Platform for admins
• Power Apps for admins
• Power Automate for admins
• Power Apps for maker
• Power Automate management
• PowerShell
5 important connectors (all standard )
and PowerShell
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• The Power Platform management connector
provides access to lifecycle management functions,
DLP policy management, and other administrative
functions from the BAP API for environments.
• API calls per connection - 100 calls in 60 seconds
Power Platform für Admins - Standard
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Power Platform für Admins - Standard
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• Power Apps management connector for
administrators
• API calls per connection - 1000 calls in 60 seconds
• Currently no triggers
Power Apps für Admins - Standard
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Power Apps für Admins - Standard
rencore.com
• Power Apps management connector for
administrators
• API calls per connection - 1000 calls in 60 seconds
• Currently no triggers
Power Automate für Admins - Standard
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Power Automate für Admins - Standard
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• Power Apps management connector for developers
• API calls per connection - 100 calls in 60 seconds
• Currently no triggers
Power Apps für Entwickler - Standard
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Power Apps für Entwickler - Standard
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• Power Automate Management connector enables
interaction with the Power Automate Management
service.
• Example: Flows are created, edited and updated.
Administrators who want to perform operations with
administrator rights should invoke actions with the suffix
“As administrator”.
• Connections per account - 50
• Currently no triggers
Power Automate Management - Standard
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Power Automate Management - Standard
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• PowerShell for Power Apps und Power Automate
• 2 modules – Administrator und Maker
• Get-PowerAppEnvironment # All environments.
• Get-AdminDlpPolicy # All DLP policies
• # Get all flows
• $flows = Get-AdminFlow
• $powerApps = Get-AdminPowerApp
PowerShell
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• https://protection.office.com/unifiedauditlog
Office 365 Security & Compliance
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• Contains Power BI reports, Dataverse, Power Automate
Flows, Power Apps, ...
• Building Blocks: Core, governance, nurture components
• Standalone add-ons: theming, application lifecycle,
Innovation Backlog components
• Documentation: https://docs.microsoft.com/en-
us/power-platform/guidance/coe/starter-kit
• On GitHub - https://github.com/microsoft/coe-starter-kit
CoE Starter Kit – Center of Excellence
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CoE Dashboard
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CoE Dashboard
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CoE Dashboard
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CoE Dashboard
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CoE Dashboard
Identify orphaned apps
Select Blank in the Owner drop-down list
on the rightmost filter pane to find
orphaned apps.
Orphaned apps, where the app owner has
left the organization, will still work for
users, but changes or bug fixes can only
be made by an owner. It's important,
therefore, to identify orphaned apps and
find a new owner for them, or work on a
retirement plan for those apps.
rencore.com
CoE Dashboard
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• Govern environment creation
• Monitoring Dataverse in Teams Capacity and Usage
• Managing Data Loss Prevention policies
• Teams Admin Center Controls (Block Apps)
• Admin and Governance Best Practices
• CoE Starter Kit - Center of Excellence
(https://powerapps.microsoft.com/en-us/blog/now-
available-coe-starter-kit-in-dataverse-for-teams-and-other-
improvements/)
Microsoft Dataverse for Teams
rencore.com
DLP
PowerShell
Admin and Maker connectors
PowerShell Scripts on GitHub
https://github.com/tomka75/PowerAdventKalender2020
Demo
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News
Make it your platform
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Ignite
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• Power Apps and Power Automate
• Usage reports
• Maker activity reports
• Inventory reporting
Power Platform Governance - Tenant-wide
analysis
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Power Platform Governance - Tenant Isolation
https://docs.microsoft.com/en-us/power-platform/guidance/adoption/tenant-isolation
rencore.com
Power Platform Governance - endpoint filtering
for connectors
https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power-platform-
governance-administration/data-loss-prevention-through-connector-endpoint-filtering
rencore.com
Power Platform Governance - Connector Action
Control
https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power-
platform-governance-administration/data-loss-prevention-through-connector-action-control
rencore.com
Finally, coming soon, Microsoft Information Protection sensitivity labels will
provide a simple way for your users to classify critical content in Microsoft
Power Platform without compromising productivity or the ability to
collaborate.
Update June 29, 2021, by Julie Strauss
https://cloudblogs.microsoft.com/powerplatform/2021/06/29/new-power-platform-
features-reinforce-end-to-end-security-management-monitoring-and-compliance/
rencore.com
Next steps
Make it your platform
rencore.com
• Work together: Central place for settings / logos / …
• Use of components in Power Apps
• Use of Power Automate Flows to automate tasks
• Document and share informations!
Remember: Maintain processing directory according
to GDPR for Power Apps and Power Automate Flows
when working with personal data!!!
Power Platform Governance / Best Practices /
How do we want to work?
rencore.com
• Level 100 – Initial
• Level 200 – Repeatable
• Level 300 – Defined
• Level 400 – Capable
• Level 500 – Efficient
Power CAT Adoption Maturity Model
https://powerapps.microsoft.com/en-us/blog/power-cat-adoption-maturity-model-
repeatable-patterns-for-successful-power-platform-adoption/
rencore.com
• Strategy and Vision
• Business Value
• Admin and Governance
• Support
• Nurture and Citizen Makers
• Automation
• Fusion Teams
Power CAT Adoption Maturity Model -
Details capabilities
https://powerapps.microsoft.com/en-us/blog/power-cat-adoption-maturity-model-
repeatable-patterns-for-successful-power-platform-adoption/
rencore.com
Level 100 Level 200 Level 300 Level 400 Level 500
• Environment
s are
creatable by
all
• No Data Loss
Prevention
policies
(DLP)
• Power Platform
Service Admin role
assigned to
specific
administrators
• Default
environment
covered by DLP
controls
• Tenant Isolation
configured
• CoE Starter Kit –
Core Module ado
pted to gain
tenant-wide
insights of
existing usage
• Defined environment, DLP,
and request management
strategies
• Monitoring of app usage and
adoption
• Monitoring of new
connectors, to update DLP
policies
• License, capacity and
consumption
monitoring informs decision
making
• Tiered approach to
productivity
environments based on maker
maturity
• Custom environments are
used for specific use cases
and ALM scenarios
• Overshared, unused and
orphaned resources are
identified and appropriate
actions are taken
• Reactive governance to
automatically gather business
and compliance information
• CoE Starter Kit – Governance
Module adopted to gain
compliance insights and
archive resources
• Telemetry helps identify
business-critical apps
• Power Platform Operations
team looks after tenant hygiene
• Maker responsibilities are clearly
defined and understood and
automatically communicated
• Further automation takes
place through chatbots
embedded in Teams –
through clear risk
profiles, tasks are auto-
approved or routed
through multi-step
approval processes (e.g.
line manager,
information security
department,
environment or tenant
admin)
• Practices that worked
in their organization are
shared externally at
Microsoft
or community events
Power CAT Adoption Maturity Model –
Admin and Governance
rencore.com
Take away
Make it your platform
rencore.com
• Think about YOUR governance and write thoughts
down!
• There are more setting options, keep an eye on
them!
• Also think about the development (share
components and ALM) and the usability for the end
users!
Take away
rencore.com
• Reading start: Governance considerations (Dezember 16, 2020)
https://docs.microsoft.com/en-us/power-platform/admin/governance-considerations
• Power CAT Adoption Maturity Model: Repeatable patterns for successful Power Platform
adoption(April 28, 2021) https://powerapps.microsoft.com/en-us/blog/power-cat-
adoption-maturity-model-repeatable-patterns-for-successful-power-platform-adoption/
• Administering a low-code development platform - Power Apps and Power Automate
Enterprise Deployment (May 2020) https://aka.ms/powerappsadminwhitepaper
• Microsoft Power Platform path on Microsoft Learn https://aka.ms/PowerUp
• New Power Platform features reinforce end-to-end security, management, monitoring,
and compliance https://cloudblogs.microsoft.com/powerplatform/2021/06/29/new-
power-platform-features-reinforce-end-to-end-security-management-monitoring-and-
compliance/
Links
M365 Governance Speedrun: Power Platform Governance

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M365 Governance Speedrun: Power Platform Governance

  • 1. rencore.com Tomislav Karafilov Session 3 Power Platform Governance Make it your platform
  • 2. rencore.com Tomislav Karafilov Microsoft Business Applications MVP deroso Solutions GmbH, Köln / Bremen @tkarafilov Communities: - MSCCCH (Microsoft Cloud & Collaboration Community Hannover) - Power Platform UserGroup Hannover - … Who am I?
  • 5. rencore.com Governance Rules and procedures Definitions and goals Protection (Information protection) Governance → Guidance, guidelines
  • 7. rencore.com Governance Customers Company Laws Functions of a software Informations / data Documents Interfaces Employees Service provider Software vendor
  • 8. rencore.com Governance Customers Company Laws Functions of a software Informations / data Documents Interfaces To be created by yourself! Corporate guidelines Employees Service provider Software vendor
  • 9. rencore.com Governance Find relevant data Protect data Prevent data loss Control data
  • 10. rencore.com Governance 1. Understand and plan 2. Implement 3. Check
  • 12. rencore.com Power Platform Power Apps Power Automate Power Virtual Agents Power BI Dataverse Connetors Azure Can be used in many places in Microsoft 365!
  • 13. rencore.com Environments are containers that administrators use to manage apps, flows, connections, and other assets - along with permissions that allow users in the organization to use the resources. Power Platform – Main part: Environments
  • 14. rencore.com Power Platform Environments Default - Environment Personal productivity Everyone is a maker Dev Test Prod Dev Test Prod Dev Dedicated Shared 1 team (Microsoft 365 Group) Environment 1 team (Microsoft 365 Group) Environment ALM
  • 16. rencore.com • Production (This is intended to be used for permanent work in an organization.) • Default (These are a special type of production environment. Each tenant has a default environment that's created automatically.) • Sandbox (These are non-production environments, which offer features like copy and reset. Sandbox environments are used for development and testing, separate from production.) • Trial (They expire after 30 days and are limited to one user or are subscription bases.) • Developer (They're special environments intended only for use by the owner.) • Microsoft Dataverse for Teams (Dataverse for Teams environments are automatically created for the selected team when you create an app in Teams using the Power Apps app for the first time or install a Power Apps app from the app catalog.) Power Platform Environment Types
  • 22. rencore.com • Environments are tied to a geographic location that is configured at the time the environment is created. • Environments can be used to address different audiences and / or different purposes such as development, testing and production. • Data Loss Prevention (DLP) policies can be applied to individual environments or the tenant. • Each tenant has a standard environment in which all licensed Power Apps and Power Automate users can create apps and flows. • Non-standard environments can be created by licensed Power Apps, Power Automate, and Dynamics users. The creation can only be restricted to global administrators and service administrators via a tenant setting. • An environment can have one or no Dataverse instances. Power Platform Environments
  • 25. rencore.com Environment Settings Product Business Users + permissions Audit and logs Templates Email Integration Data management Encryptioin Resources
  • 27. rencore.com Environment Power Platform Environments DLP Policies Env. Settings Connectors
  • 28. rencore.com Who can create an environment?
  • 29. rencore.com Who can create an environment?
  • 30. rencore.com Get-TenantSettings walkMeOptOut : False disableNPSCommentsReachout : False disableNewsletterSendout : False disableEnvironmentCreationByNonAdminUsers : False (*) disablePortalsCreationByNonAdminUsers : False (!) disableSurveyFeedback : False disableTrialEnvironmentCreationByNonAdminUsers : False (*) disableCapacityAllocationByEnvironmentAdmins : False disableSupportTicketsVisibleByAllUsers : False powerPlatform : @{search=; teamsIntegration=; powerApps=} search : @{disableDocsSearch=False; disableCommunitySearch=False; disableBingVideoSearch=False} teamsIntegration : @{shareWithColleaguesUserLimit=10000} powerApps : @{disableShareWithEveryone=False; enableGuestsToMake=False} $settings = @{ DisableEnvironmentCreationByNonAdminUsers = $true } Set-TenantSettings $settings PowerShell
  • 31. rencore.com Who can create an environment?
  • 32. rencore.com Who can create an environment?
  • 35. rencore.com • Power Platform for admins • Power Apps for admins • Power Automate for admins • Power Apps for maker • Power Automate management • PowerShell 5 important connectors (all standard ) and PowerShell
  • 36. rencore.com • The Power Platform management connector provides access to lifecycle management functions, DLP policy management, and other administrative functions from the BAP API for environments. • API calls per connection - 100 calls in 60 seconds Power Platform für Admins - Standard
  • 37. rencore.com Power Platform für Admins - Standard
  • 38. rencore.com • Power Apps management connector for administrators • API calls per connection - 1000 calls in 60 seconds • Currently no triggers Power Apps für Admins - Standard
  • 39. rencore.com Power Apps für Admins - Standard
  • 40. rencore.com • Power Apps management connector for administrators • API calls per connection - 1000 calls in 60 seconds • Currently no triggers Power Automate für Admins - Standard
  • 41. rencore.com Power Automate für Admins - Standard
  • 42. rencore.com • Power Apps management connector for developers • API calls per connection - 100 calls in 60 seconds • Currently no triggers Power Apps für Entwickler - Standard
  • 43. rencore.com Power Apps für Entwickler - Standard
  • 44. rencore.com • Power Automate Management connector enables interaction with the Power Automate Management service. • Example: Flows are created, edited and updated. Administrators who want to perform operations with administrator rights should invoke actions with the suffix “As administrator”. • Connections per account - 50 • Currently no triggers Power Automate Management - Standard
  • 46. rencore.com • PowerShell for Power Apps und Power Automate • 2 modules – Administrator und Maker • Get-PowerAppEnvironment # All environments. • Get-AdminDlpPolicy # All DLP policies • # Get all flows • $flows = Get-AdminFlow • $powerApps = Get-AdminPowerApp PowerShell
  • 48. rencore.com • Contains Power BI reports, Dataverse, Power Automate Flows, Power Apps, ... • Building Blocks: Core, governance, nurture components • Standalone add-ons: theming, application lifecycle, Innovation Backlog components • Documentation: https://docs.microsoft.com/en- us/power-platform/guidance/coe/starter-kit • On GitHub - https://github.com/microsoft/coe-starter-kit CoE Starter Kit – Center of Excellence
  • 53. rencore.com CoE Dashboard Identify orphaned apps Select Blank in the Owner drop-down list on the rightmost filter pane to find orphaned apps. Orphaned apps, where the app owner has left the organization, will still work for users, but changes or bug fixes can only be made by an owner. It's important, therefore, to identify orphaned apps and find a new owner for them, or work on a retirement plan for those apps.
  • 55. rencore.com • Govern environment creation • Monitoring Dataverse in Teams Capacity and Usage • Managing Data Loss Prevention policies • Teams Admin Center Controls (Block Apps) • Admin and Governance Best Practices • CoE Starter Kit - Center of Excellence (https://powerapps.microsoft.com/en-us/blog/now- available-coe-starter-kit-in-dataverse-for-teams-and-other- improvements/) Microsoft Dataverse for Teams
  • 56. rencore.com DLP PowerShell Admin and Maker connectors PowerShell Scripts on GitHub https://github.com/tomka75/PowerAdventKalender2020 Demo
  • 59. rencore.com • Power Apps and Power Automate • Usage reports • Maker activity reports • Inventory reporting Power Platform Governance - Tenant-wide analysis
  • 60. rencore.com Power Platform Governance - Tenant Isolation https://docs.microsoft.com/en-us/power-platform/guidance/adoption/tenant-isolation
  • 61. rencore.com Power Platform Governance - endpoint filtering for connectors https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power-platform- governance-administration/data-loss-prevention-through-connector-endpoint-filtering
  • 62. rencore.com Power Platform Governance - Connector Action Control https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/power- platform-governance-administration/data-loss-prevention-through-connector-action-control
  • 63. rencore.com Finally, coming soon, Microsoft Information Protection sensitivity labels will provide a simple way for your users to classify critical content in Microsoft Power Platform without compromising productivity or the ability to collaborate. Update June 29, 2021, by Julie Strauss https://cloudblogs.microsoft.com/powerplatform/2021/06/29/new-power-platform- features-reinforce-end-to-end-security-management-monitoring-and-compliance/
  • 65. rencore.com • Work together: Central place for settings / logos / … • Use of components in Power Apps • Use of Power Automate Flows to automate tasks • Document and share informations! Remember: Maintain processing directory according to GDPR for Power Apps and Power Automate Flows when working with personal data!!! Power Platform Governance / Best Practices / How do we want to work?
  • 66. rencore.com • Level 100 – Initial • Level 200 – Repeatable • Level 300 – Defined • Level 400 – Capable • Level 500 – Efficient Power CAT Adoption Maturity Model https://powerapps.microsoft.com/en-us/blog/power-cat-adoption-maturity-model- repeatable-patterns-for-successful-power-platform-adoption/
  • 67. rencore.com • Strategy and Vision • Business Value • Admin and Governance • Support • Nurture and Citizen Makers • Automation • Fusion Teams Power CAT Adoption Maturity Model - Details capabilities https://powerapps.microsoft.com/en-us/blog/power-cat-adoption-maturity-model- repeatable-patterns-for-successful-power-platform-adoption/
  • 68. rencore.com Level 100 Level 200 Level 300 Level 400 Level 500 • Environment s are creatable by all • No Data Loss Prevention policies (DLP) • Power Platform Service Admin role assigned to specific administrators • Default environment covered by DLP controls • Tenant Isolation configured • CoE Starter Kit – Core Module ado pted to gain tenant-wide insights of existing usage • Defined environment, DLP, and request management strategies • Monitoring of app usage and adoption • Monitoring of new connectors, to update DLP policies • License, capacity and consumption monitoring informs decision making • Tiered approach to productivity environments based on maker maturity • Custom environments are used for specific use cases and ALM scenarios • Overshared, unused and orphaned resources are identified and appropriate actions are taken • Reactive governance to automatically gather business and compliance information • CoE Starter Kit – Governance Module adopted to gain compliance insights and archive resources • Telemetry helps identify business-critical apps • Power Platform Operations team looks after tenant hygiene • Maker responsibilities are clearly defined and understood and automatically communicated • Further automation takes place through chatbots embedded in Teams – through clear risk profiles, tasks are auto- approved or routed through multi-step approval processes (e.g. line manager, information security department, environment or tenant admin) • Practices that worked in their organization are shared externally at Microsoft or community events Power CAT Adoption Maturity Model – Admin and Governance
  • 70. rencore.com • Think about YOUR governance and write thoughts down! • There are more setting options, keep an eye on them! • Also think about the development (share components and ALM) and the usability for the end users! Take away
  • 71. rencore.com • Reading start: Governance considerations (Dezember 16, 2020) https://docs.microsoft.com/en-us/power-platform/admin/governance-considerations • Power CAT Adoption Maturity Model: Repeatable patterns for successful Power Platform adoption(April 28, 2021) https://powerapps.microsoft.com/en-us/blog/power-cat- adoption-maturity-model-repeatable-patterns-for-successful-power-platform-adoption/ • Administering a low-code development platform - Power Apps and Power Automate Enterprise Deployment (May 2020) https://aka.ms/powerappsadminwhitepaper • Microsoft Power Platform path on Microsoft Learn https://aka.ms/PowerUp • New Power Platform features reinforce end-to-end security, management, monitoring, and compliance https://cloudblogs.microsoft.com/powerplatform/2021/06/29/new- power-platform-features-reinforce-end-to-end-security-management-monitoring-and- compliance/ Links