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Merge pull request #28854 from dancontoso/patch-4
create a purview document, fix links, and move some content to it, in addition to new content.
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microsoft-365/loop/cpcn-compliance-summary.md

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---
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ms.date: 06/10/2025
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ms.date: 07/02/2025
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title: "Summary of governance, lifecycle, and compliance capabilities for Copilot Pages and Copilot Notebooks"
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ms.reviewer: dancost, tonchan
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ms.author: jenz
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## Microsoft 365 retention and deletion
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- **[Retention policies](/purview/create-retention-policies?tabs=other-retention)** from Microsoft Purview Data Lifecycle Management configured for all SharePoint sites are enforced for all Copilot Pages and Copilot Notebooks.
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- For more information on how to configure specific Copilot Notebooks, see [Purview and SharePoint Embedded](cpcn-loop-spe-management.md#purview-and-sharepoint-embedded)
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- For more information on how to configure specific Copilot Notebooks, see [Purview and SharePoint Embedded](cpcn-loop-purview-management.md)
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- **[Retention labels](/purview/retention#retention-labels)** from Microsoft Purview Data Lifecycle Management and Microsoft Purview Records Management are supported for Copilot Pages (.loop files) and Copilot Pages in Copilot Notebooks by [applying published labels](/purview/create-apply-retention-labels?tabs=spo-onedrive) in OneDrive or SharePoint, or [automatically applying](/purview/apply-retention-labels-automatically) the labels. There's limited support for manually applying retention labels.
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- Retention labels cannot be viewed or applied directly from a Copilot Page. Instead, the user must [navigate to the Copilot Page within the Loop app](/purview/create-apply-retention-labels?tabs=loop%2Cdefault-label-for-sharepoint#manually-apply-retention-labels) to view or apply a retention label on a Copilot Page.
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- [Permissions](cpcn-loop-permission.md)
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- [Admin toggles](cpcn-admin-configuration.md)
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- [Managing SharePoint Embedded containers](cpcn-loop-spe-management.md)
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- [Purview and SharePoint Embedded containers](cpcn-loop-purview-management.md)
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- [Overview of Loop components in Microsoft 365](loop-components-teams.md)

microsoft-365/loop/cpcn-loop-permission.md

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ms.topic: article
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ms.service: loop
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ms.reviewer: michalbr, dancost
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ms.date: 06/03/2025
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ms.date: 07/02/2025
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ms.localizationpriority: medium
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search.appverid: MET150
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ms.collection:
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- [Copilot Pages and Notebooks Storage](cpcn-storage.md)
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- [Copilot Pages and Notebooks Admin toggles](cpcn-admin-configuration.md)
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- [Managing SharePoint Embedded containers](cpcn-loop-spe-management.md)
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- [Purview and SharePoint Embedded containers](cpcn-loop-purview-management.md)
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- [Loop, Summary of Compliance, Lifecycle, Governance](cpcn-compliance-summary.md)
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- [Loop Storage](cpcn-storage.md)
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- [Loop Admin toggles](loop-admin-configuration.md)
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---
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ms.date: 07/02/2025
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title: "Manage SharePoint Embedded containers in Purview for Copilot Notebooks, Copilot Pages, or Loop workspaces"
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ms.reviewer: dancost, tonchan, abisuresh
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ms.author: jenz
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author: jenzamora
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manager: jtremper
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recommendations: true
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audience: Admin
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f1.keywords:
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- NOCSH
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ms.service: loop
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ms.localizationpriority: medium
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ms.topic: concept-article
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ms.collection:
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- Strat_SP_admin
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- Microsoft 365-collaboration
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- Tier3
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- essentials-compliance
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- magic-ai-copilot
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search.appverid:
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- SPO160
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- MET150
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description: "Learn about Purview integration of SharePoint Embedded containers for Copilot Notebooks, Copilot Pages, or Loop workspaces."
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---
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# Purview integration of SharePoint Embedded containers for Copilot Notebooks, Copilot Pages, or Loop workspaces
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All SharePoint Embedded containers are targeted using the "All SharePoint Sites" scope in Microsoft Purview. For example, if configuring Retention Policies, the configuration you specify that targets All SharePoint Sites applies to every Copilot Pages and Copilot Notebooks container in SharePoint Embedded, and every Loop workspace in SharePoint Embedded. All SharePoint Sites includes all SharePoint Embedded container ownership types: user, group, and tenant-owned.
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## Retrieving the Container URL for Purview
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If you need to specify an the Copilot Pages and Copilot Notebooks container, or a specific Loop workspace container for a retention policy or another compliance feature, specify the workspace as you would a SharePoint site, by its URL. To locate this URL:
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1. Sign in to the SharePoint admin center with the [SharePoint Embedded administrator role](/sharepoint/dev/embedded/concepts/admin-exp/adminrole)
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1. Navigate to **Containers** > **Active containers** or **Deleted containers** where you can view the details of a selected Loop workspace or Copilot Pages and Copilot Notebooks container
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1. From the flyout pane, **General** tab
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1. Copy the container URL
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## Searching the Audit Logs
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These are the Loop application IDs:
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- Loop Web Application ID: `a187e399-0c36-4b98-8f04-1edc167a0996`
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- Loop Mobile Application ID: `0922ef46-e1b9-4f7e-9134-9ad00547eb41`
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- Copilot Pages and Copilot Notebooks containers are created using the Loop Application IDs.
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### Search and Export
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To search and export Microsoft 365 service events for all file related activity:
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1. In the [Purview audit logs search](https://purview.microsoft.com/auditlogsearch), search audit logs for "page" or "loop" or "loot" or "fluid" or for the Loop Application IDs in the **Keyword Search** filter
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1. Further filter exported results by "SourceFileExtension":"page" or "SourceFileExtension":"loop" or "SourceFileExtension":"loot" (templates) or "SourceFileExtension":"fluid" (deprecated)
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Loop workspaces create and update .pod files to manage content in the workspace.
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### Specific Loop workspace or Copilot Notebook
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To search for audit events related to a specific Loop workspace or a Copilot Pages and Copilot Notebooks container, follow these steps:
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1. [Retrieve the container URL](#retrieving-the-container-url-for-purview) for the Loop workspace or Copilot Notebook you want to audit.
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2. In the [Purview audit logs search](https://purview.microsoft.com/auditlogsearch), use the following filters:
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- **File, folder, or site**: Enter the full container URL and append `/*` to include all file and container audit events.
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- Example: `https://<your-tenant>.sharepoint.com/contentstorage/CSP_c33f9fa3-9cbe-4fac-ba1f-b8eeb9c30e23/*`
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- **Keyword Search**: To find all audit events related to the container, extract the GUID from the container URL and enter it in the Keyword Search filter.
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- In the example above, the GUID is `c33f9fa3-9cbe-4fac-ba1f-b8eeb9c30e23`.
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This approach ensures you capture all relevant audit events for the selected Loop workspace or the Copilot Pages and Copilot Notebooks container.
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<!--
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potential future examples
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- find all accessed or downloaded documents
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- find all edited items within a specific timeframe
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- find all keyword-based search queries
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-->
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<!--
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## eDiscovery export
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-->
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## Related articles
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- [Summary of Compliance, Lifecycle, Governance](cpcn-compliance-summary.md)
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- [Configuration Requirements](cpcn-loop-requirements.md)
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- [Copilot Pages and Notebooks Storage](cpcn-storage.md)
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- [Permissions](cpcn-loop-permission.md)
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- [Copilot Pages and Notebooks Admin toggles](cpcn-admin-configuration.md)
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- [Managing SharePoint Embedded containers](cpcn-loop-spe-management.md)
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- [Loop Storage](cpcn-storage.md)
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- [Loop Admin toggles](loop-admin-configuration.md)
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- [UX examples for admin toggle states](loop-ux-examples.md)
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- [Overview of Loop components in Microsoft 365](loop-components-teams.md)

microsoft-365/loop/cpcn-loop-requirements.md

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title: "Manage Copilot Pages, Copilot Notebooks, and Loop components in your organization"
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- [Permissions](cpcn-loop-permission.md)
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- [Copilot Pages and Notebooks Admin toggles](cpcn-admin-configuration.md)
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- [Managing SharePoint Embedded containers](cpcn-loop-spe-management.md)
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- [Purview and SharePoint Embedded containers](cpcn-loop-purview-management.md)
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- [Loop Summary of Compliance, Lifecycle, Governance](cpcn-compliance-summary.md)
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- [Loop Storage](cpcn-storage.md)
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- [Loop Admin toggles](loop-admin-configuration.md)

microsoft-365/loop/cpcn-loop-spe-management.md

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title: "Manage SharePoint Embedded containers for Copilot Notebooks, Copilot Pages, or Loop workspaces"
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# Manage SharePoint Embedded containers for Copilot Notebooks, Copilot Pages, or Loop workspaces
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IT admins can manage SharePoint Embedded containers like they manage SharePoint sites using either [SharePoint Admin Center](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctaux) or [PowerShell](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctapowershell), with the appropriate [SharePoint Embedded administrator role](/sharepoint/dev/embedded/concepts/admin-exp/adminrole). Install the [latest version of SharePoint PowerShell module](/powershell/sharepoint/sharepoint-online/connect-sharepoint-online). Storage and quota are combined with SharePoint in your organization. Use the Loop application IDs to filter to Loop in PowerShell and Audit Logs:
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IT admins can manage SharePoint Embedded containers like they manage SharePoint sites using either [SharePoint Admin Center](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctaux) or [PowerShell](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctapowershell), with the appropriate [SharePoint Embedded administrator role](/sharepoint/dev/embedded/concepts/admin-exp/adminrole). Install the [latest version of SharePoint PowerShell module](/powershell/sharepoint/sharepoint-online/connect-sharepoint-online). Storage and quota are combined with SharePoint in your organization. Use the Loop application IDs to filter to Loop containers in PowerShell:
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- Loop Web Application ID: `a187e399-0c36-4b98-8f04-1edc167a0996`
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- Loop Mobile Application ID: `0922ef46-e1b9-4f7e-9134-9ad00547eb41`
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Get-SPOContainer -OwningApplicationId 'a187e399-0c36-4b98-8f04-1edc167a0996' | WHERE OwnershipType -EQ 'UserOwned' | FT
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```
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## Purview and SharePoint Embedded
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All SharePoint Embedded containers are targeted using the "All SharePoint Sites" scope in Microsoft Purview. For example, if configuring Retention Policies, the configuration you specify that targets All SharePoint Sites applies to every Copilot Pages and Copilot Notebooks container in SharePoint Embedded, and every Loop workspace in SharePoint Embedded. All SharePoint Sites includes all SharePoint Embedded container ownership types: user, group, and tenant-owned.
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### Retrieving the Container URL for Purview
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1. Sign in to the SharePoint admin center with the [SharePoint Embedded administrator role](/sharepoint/dev/embedded/concepts/admin-exp/adminrole)
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1. Navigate to **Containers** > **Active containers** or **Deleted containers** where you can view the details of a selected Loop workspace or Copilot Pages and Copilot Notebooks container
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1. From the flyout pane, **General** tab
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1. Copy the container URL
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## Related articles
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- [Summary of Compliance, Lifecycle, Governance](cpcn-compliance-summary.md)
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- [Configuration Requirements](cpcn-loop-requirements.md)
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- [Copilot Pages and Notebooks Storage](cpcn-storage.md)
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- [Permissions](cpcn-loop-permission.md)
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- [Copilot Pages and Notebooks Admin toggles](cpcn-admin-configuration.md)
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- [Managing SharePoint Embedded containers](cpcn-loop-spe-management.md)
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- [Purview and SharePoint Embedded containers](cpcn-loop-purview-management.md)
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- [Loop Storage](cpcn-storage.md)
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- [Loop Admin toggles](loop-admin-configuration.md)
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- [UX examples for admin toggle states](loop-ux-examples.md)

microsoft-365/loop/cpcn-storage.md

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- [Permissions](cpcn-loop-permission.md)
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- [Admin toggles](cpcn-admin-configuration.md)
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- [Managing SharePoint Embedded containers](cpcn-loop-spe-management.md)
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- [Purview and SharePoint Embedded containers](cpcn-loop-purview-management.md)
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- [Overview of Loop components in Microsoft 365](loop-components-teams.md)

microsoft-365/loop/loop-admin-configuration.md

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- [Permissions](cpcn-loop-permission.md)
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- [UX examples for admin toggle states](loop-ux-examples.md)
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- [Managing SharePoint Embedded containers](cpcn-loop-spe-management.md)
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- [Purview and SharePoint Embedded containers](cpcn-loop-purview-management.md)
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- [Overview of Loop components in Microsoft 365](loop-components-teams.md)
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- [Use Loop components in Outlook](https://support.microsoft.com/office/9b47c279-011d-4042-bd7f-8bbfca0cb136)
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- [Use Loop components in OneNote](https://support.microsoft.com/office/use-loop-components-in-onenote-ed8a43d9-f6fd-4ad6-bc9d-8841db4da459)

microsoft-365/loop/loop-compliance-summary.md

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- **Version History** [export in Purview](/purview/ediscovery-export-search-results#step-1-prepare-search-results-for-export) or via [Graph API](/graph/api/driveitem-get-content-format) is available. Loop workspace content stored in SharePoint Embedded (See [storage](loop-storage.md) for more information), version history is configured to save 50 versions and no admin setting is available to change this configuration. Loop files in OneDrive or SharePoint follow the same file versioning settings as other files.
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- **Audit** logs exist for all events. They are retained, can be exported, and can be streamed to third party tools. To search and export Microsoft 365 service events for security and compliance investigations:
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1. Use the [Microsoft Purview portal](https://purview.microsoft.com/auditlogsearch)
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1. Search audit logs for "loop" or "loot" or "fluid" or for the Loop Application ID (listed in [Manage SPE containers](cpcn-loop-spe-management.md))
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1. Further filter exported results by "SourceFileExtension":"loop" or "SourceFileExtension":"loot" (templates) or "SourceFileExtension":"fluid" (deprecated)
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- Loop workspaces create and update .pod files to manage content in the workspace.
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- **Audit** logs exist for all events. They are retained, can be exported, and can be streamed to third party tools. For more information, refer to [Purview](cpcn-loop-purview-management.md#searching-the-audit-logs)
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## eDiscovery
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## Microsoft 365 retention and deletion
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- **[Retention policies](/purview/create-retention-policies?tabs=other-retention)** from Microsoft Purview Data Lifecycle Management configured for all SharePoint sites are enforced for all .loop files or alternatively can be [configured per Loop workspace](cpcn-loop-spe-management.md#retrieving-the-container-url-for-purview).
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- For more information on how to configure specific Copilot Notebooks, see [Purview and SharePoint Embedded](cpcn-loop-spe-management.md#purview-and-sharepoint-embedded)
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- **[Retention policies](/purview/create-retention-policies?tabs=other-retention)** from Microsoft Purview Data Lifecycle Management configured for all SharePoint sites are enforced for all .loop files or alternatively can be [configured per Loop workspace](cpcn-loop-purview-management.md#retrieving-the-container-url-for-purview).
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- For more information on how to configure specific Copilot Notebooks, see [Purview and SharePoint Embedded](cpcn-loop-purview-management.md)
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- **[Retention labels](/purview/retention#retention-labels)** from Microsoft Purview Data Lifecycle Management and Microsoft Purview Records Management are supported for Loop components by [applying published labels](/purview/create-apply-retention-labels?tabs=spo-onedrive) in OneDrive or SharePoint, or [automatically applying](/purview/apply-retention-labels-automatically) the labels. There's limited support for manually applying retention labels.
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- Retention labels cannot be viewed or applied directly from a Loop component. Instead, the user must [navigate to the Loop file within the Loop app](/purview/create-apply-retention-labels?tabs=loop%2Cdefault-label-for-sharepoint#manually-apply-retention-labels) to view or apply a retention label on a Loop component.
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- [Admin toggles](loop-admin-configuration.md)
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- [UX examples for admin toggle states](loop-ux-examples.md)
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- [Purview and SharePoint Embedded containers](cpcn-loop-purview-management.md)
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- [Overview of Loop components in Microsoft 365](loop-components-teams.md)

microsoft-365/loop/loop-storage.md

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- [Admin toggles](loop-admin-configuration.md)
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- [Purview and SharePoint Embedded containers](cpcn-loop-purview-management.md)
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- [Overview of Loop components in Microsoft 365](loop-components-teams.md)

microsoft-365/loop/loop-ux-examples.md

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- [Storage](loop-storage.md)
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- [UX examples for admin toggle states](loop-ux-examples.md)
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- [Managing SharePoint Embedded containers](cpcn-loop-spe-management.md)
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- [Overview of Loop components in Microsoft 365](loop-components-teams.md)
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- [Use Loop components in Outlook](https://support.microsoft.com/office/9b47c279-011d-4042-bd7f-8bbfca0cb136)
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- [Use Loop components in OneNote](https://support.microsoft.com/office/use-loop-components-in-onenote-ed8a43d9-f6fd-4ad6-bc9d-8841db4da459)

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