Set up the default environment

 To set up the default environment, you need to have, at least, a Security Administrator role.

During the setup of Security Copilot, you're prompted to configure settings. These include:

  • SCU capacity - Select the capacity of SCUs previously provisioned. Each workspace must have its own capacity.

  • Data storage - When an organization onboards to Copilot, one of the available settings determines where your customer data will be stored. Configuration of the data storage location applies at a workspace level. Microsoft Security Copilot operates in the Microsoft Azure data centers in the European Union (EUDB), the United Kingdom, the United States, Australia and New Zealand, Japan, Canada, and South America.

  • Decide where your prompts are evaluated - You can restrict the evaluation within your geo or allow evaluation anywhere in the world.

  • Logging audit data in Microsoft Purview - As part of the initial setup and listed under Owner settings in the standalone experience, you can choose to allow Microsoft Purview to process and store admin actions, user actions, and Copilot responses. This includes data from any Microsoft and non-Microsoft Integrations. If you opt in and you already use Microsoft Purview, no further action is needed. If you opt in but aren't already using Purview, you need to follow the Microsoft Purview guides to set up a limited experience. This configuration applies to all workspaces in a tenant.

  • Your organization's data - The admin must also opt in or opt out of data sharing options. These options are part of the initial setup and also listed under Owner settings in the standalone experience and can be configured per workspace. Turn the toggles on or off for any of the following options:

    • Allow Microsoft to capture data from Security Copilot to validate product performance using human review: When turned on, customer data is shared with Microsoft for product improvement. Prompts and responses are evaluated to understand whether the right plugins were selected, if the output is what was expected, how responses, latency, and output format can be improved.

    • Allow Microsoft to capture and human review data from Security Copilot to build and validate Microsoft's security AI model: When turned on, customer data is shared with Microsoft for Copilot AI improvement. Opting in does NOT allow Microsoft to use customer data to train foundational models. Prompts and responses are evaluated to enhance responses and to ensure they're what's expected and useful to you.

  • Plugin settings - The admin manages plugins and configures whether to allow Security Copilot to access data from your Microsoft 365 services. These settings are configured per workspace.

    • Configure who can add and manage their own custom plugins and who can add and manage custom plugins for everyone in the organization.

    • Manage plugin availability and restrict access. When enabled, admins decide which new and existing plugins will be available to everyone in your organization, and which will be restricted to owners only.

    • Allow Security Copilot to access data from your Microsoft 365 services. If this option is turned off, your organization won't be able to use plugins that access Microsoft 365 services. Currently, this option is required for use of the Microsoft Purview plugin. Setting and/or changing this setting requires a user with a Copilot owner role or a global Microsoft Entra administrator role.



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