Prepare your content for Copilot
AI summary
Before Copilot uses your content in answers, use Rencore Governance to find and fix common problems like oversharing, missing sensitivity labels, and outdated files. Built-in policy templates help you identify and prioritize cleanup work across SharePoint, OneDrive, and external sources, reducing risks to your data and security.
Get your content ready before Copilot finds it. Rencore Governance finds widely shared sites and links, sites without a sensitivity label and old or trivial files, so you can fix them first.
Applies to
CopilotMicrosoft 365 CopilotMicrosoft 365 Copilot is the AI assistant in the Microsoft 365 apps. Rencore Governance covers it with the Copilot connector, part of the AI & Agents module.Read more answers from what each user can open, so content that is shared too widely, has no sensitivity labelSensitivity labelA sensitivity label is a Microsoft Purview classification, such as Confidential or Internal, that an organization applies to content and to containers such as Teams and SharePoint sites.Read more or is long out of date ends up in answers.
Who it is for: the Copilot program lead, security and data protection teams, and the IT governance lead.
Steps
- Fix oversharing first. Follow Find and fix oversharing for links shared with everyone or anyone, and sites with broken permission inheritancePermission inheritanceSharePoint sites, lists, folders and files inherit their permissions from their parent by default.Read more.
- Find sites without a sensitivity label. Rencore Governance needs consent to scan sensitivity labels. Then turn on the label policy below: create a policy from a template.
- Find redundant, obsolete and trivial files by modified date, size and file type. File-level data needs the Files & Folders add-on. Create a custom report or a custom policy on these fields.
- Retire what nobody uses. See Archive or delete inactive workspaces.
Step by step: Find Sites and Groups with Missing Sensitivity Labels and Clean Up Redundant, Obsolete and Trivial Content.
Policy templates
- SharePoint policies: SharePoint site collection lacks sensitivity label, SharePoint site has broken permission inheritance, SharePoint file is older than 5 years, SharePoint site is inactive for more than 90 days, Unused SharePoint files.
- OneDrive policies: OneDrive file is older than 5 years, OneDrive file is shared with external users.
- Copilot policies: External Website Data Source Risk.
When you create a policy on files, exclude system files such as site icons, or they show up as violations too.
Limits
- Rencore Governance does not apply sensitivity labels to sites or files.
- Duplicate files are not detected by content, and there is no last-accessed date per file. Use the modified date.
- A single file cannot be deleted or moved by Rencore Governance.
Frequently asked questions
Which policy template finds sites without a sensitivity label?
Use the SharePoint policy template named SharePoint site collection lacks sensitivity label. Rencore Governance needs consent to scan sensitivity labels before it can find these sites.
How do I find old or trivial files before Copilot uses them?
Find redundant, obsolete and trivial files by modified date, size and file type. Then create a custom report or a custom policy on these fields. File-level data needs the Files & Folders add-on.
Can Rencore Governance apply sensitivity labels or delete files for me?
No. Rencore Governance does not apply sensitivity labels to sites or files, and it cannot delete or move a single file. It finds the content so you can fix it yourself.
Can Rencore Governance find duplicate files or show when a file was last accessed?
No. Duplicate files are not detected by content, and there is no last-accessed date per file. Use the modified date instead.
Why do system files show up as violations when I create a policy on files?
System files such as site icons show up as violations unless you exclude them. When you create a policy on files, exclude system files to avoid this.
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