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copilot/employee-self-service/customize.md

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|Role |Activities to perform |Configuration area |
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|-----|----------------------|-------------------|
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|Environment Maker </br>Service owner of ESS agent |- Set up user context </br>- Customize ESS agent |Microsoft Copilot Studio |
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|Environment Maker </br>Owner of ESS agent |- Set up user context </br>- Customize ESS agent |Microsoft Copilot Studio |
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|ISV Administrators </br>Service owners of specific applications |Provide configuration inputs such as URLs, OAUTH tokens, and more |ISV configuration |
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|HR </br>IT </br>Legal </br>Privacy |-Identify knowledge sources </br>-Provide frequent queries </Identify sensitive queries> | N/A |
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## Understanding components
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Before continuing with configuring the ESS Agent, the service owner who will manage the ESS agent going forward must have a thorough understanding of its architecture.
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Before continuing with configuring the ESS Agent, the agent owner who will manage the ESS agent going forward must have a thorough understanding of its architecture.
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The ESS agent is built with the following components:
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### Topics

copilot/employee-self-service/deploy-overview-alm.md

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The ESS Agent has three distinct persona experiences:
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1. Administrator: Prepare the tenant to deploy, configure, and operate the ESS agent with the correct roles assigned to identified service owners.
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1. Administrator: Prepare the tenant to deploy, configure, and operate the ESS agent with the correct roles assigned to identified administrators.
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2. Environment maker: Install, configure, and publish the agent, including third-party ISV packages.
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copilot/employee-self-service/prepare.md

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1. Sign in as a Global admin to your [admin center](https://admin.microsoft.com).
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1. Select **Roles**, then choose **Role assignments**.
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1. In the **Microsoft Entra ID** section, find the **Power Platform Administrator** role.
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1. Add the users you've chosen as service owners for the ESS agent in the **Assigned** section.
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1. Add identified users in the **Assigned** section.
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## Set up your Power Platform environment and assign the Environment Maker role
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1. Add a **Dataverse data store**.
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1. Under **Access**, select **Security roles**.
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1. From the list of security roles, select **Environment Maker**. Choose **Members** in the top ribbon.
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1. Select **Add people** in the ribbon to add the designated person who can configure and publish the ESS agent. This person is typically the service owner in your organization.
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1. Select **Add people** in the ribbon to add the designated person who can configure and publish the ESS agent. This person is typically the agent owner in your organization.
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>[!NOTE]
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>Environment Makers can't install new agents. Only the environment administrators can install new agents.

copilot/employee-self-service/prerequisites.md

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|-----|------------|---------------------|-------------------|
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|Global admin |User who has permissions to configure and delegate other roles |Assign user roles |Microsoft admin center |
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|Power Platform administrator |User who has power to configure Power Platform environments and assign roles within Power Platform |- Create environments </br> - Assign user roles </br> - Install ESS agent |- Power Platform </br> - Microsoft Copilot Studio |
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|Power Platform maker |User who has permission to make changes in a specific Power Platform environment. It’s recommended to have the service owner for this agent perform this role. |Configure ESS agent |- Power Platform </br> - Microsoft Copilot Studio |
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|Power Platform maker |User who has permission to make changes in a specific Power Platform environment. It’s recommended to have the agent owner for this agent perform this role. |Configure ESS agent |- Power Platform </br> - Microsoft Copilot Studio |
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|ISV administrators |Users who manage third-party solutions |Provide configuration inputs for ISV applications |ISV application's administration and configuration interface |
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|Information security |Infrastructure team who manage and control enterprise application security policies |- Allowlist inbound requests for ISV endpoints </br> - Manage single sign-on configurations |- Network firewall policies </br> - Signle sign-on applications |
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|Change control board |Team that manages changes in an organization relating to deploying an enterprise application |- Approve technical architecture </br> - Approve data security, compliance, and governance policies </br> - Approve responsible AI polices |N/A |

copilot/employee-self-service/publish.md

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|Role |Activities to perform |Configuration area |
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|-----|----------------------|-------------------|
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|Environment Maker/ Service owner of the ESS agent |- Deploy customization solution to target environment</br> - Set up authentication</br> - Publish ESS agent |Microsoft Copilot Studio |
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|Environment Maker/ Owner of the ESS agent |- Deploy customization solution to target environment</br> - Set up authentication</br> - Publish ESS agent |Microsoft Copilot Studio |
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|Administrator |- Approve the ESS publish request</br> - Deploy it to selected users |Microsoft admin center |
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|Business stakeholders/ champions |Identify test users |N/A |
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copilot/employee-self-service/usage-analytics.md

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You can use different intefaces to monitor ESS agent usage depending on the role in your organization that is in charge of monitoring analytics.
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As an application or service owner with the Environment Maker role, you can view analytics in Copilot Studio by navigating to the **Analytics** tab.
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As an application or agent owner with the Environment Maker role, you can view analytics in Copilot Studio by navigating to the **Analytics** tab.
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For advanced reporting requirements, you can integrate Azure Application Insights with Copilot Studio to gather more telemetry.
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