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Prerequisites for Copilot Agents Backup and Recovery

📝NOTE: The availability of this feature may be limited based on the license type, region, and other criteria. To access this feature, contact support.

Overview

Druva Copilot Agents needs three prerequisites in your Microsoft tenant before it can discover, back up, and restore Copilot agents. Two are completed once at the tenant level. One is completed in each Power Platform environment that hosts agents that you want to back up.

Copilot Agents is a standalone product on the Druva Cloud Platform, separate from Microsoft 365 and Power Platform protection. Configure the Copilot Agents app first, then complete these prerequisites before discovery starts.

Druva checks the prerequisites on the Copilot Agents overview page and again before every restore. A missing step is reported before a job starts, not after it fails.

Prerequisites at a glance

Prerequisites 1 and 2 are completed once per tenant and unlock discovery. Prerequisite 3 is completed in each environment and unlocks backup and restore there.

Prerequisite 1: Agent 365 license

The tenant must have a valid Microsoft Agent 365 license from the list below, and the license must be assigned to the Global Administrator who installs the app during registration.

  • Why: Druva relies on Microsoft APIs that are available only to licensed tenants, and it uses their responses to discover, back up, and restore agents.

  • Scope: Tenant

  • Frequency: Once, and kept active

  • Blocks if missing: Discovery and every downstream workflow

The following license combinations give access to the Microsoft Agent 365 APIs:

  • Microsoft 365 E7

  • Microsoft 365 E5 + Agent 365

  • Microsoft 365 A5 + Agent 365

  • Microsoft 365 Business Premium + Agent 365

  • Microsoft 365 E3 + Defender Suite + Purview Suite + Agent 365

  • Office 365 E3 + EMS E3 + Defender Suite + Purview Suite + Agent 365

  • Microsoft 365 A3 + Defender Suite Edu + Purview Suite Edu + Agent 365

  • Office 365 A3 + EMS A3 + Defender Suite Edu + Purview Suite Edu + Agent 365

  • Microsoft 365 F1/F3 + Defender and Purview Suite FLW + Agent 365

  • Office 365 F3 + EMS E3 (K) + Defender and Purview Suite FLW + Agent 365

For more information, see Microsoft licensing documentation.

Prerequisite 2: Register the Druva app with Power Platform

  • Why: When you install Druva Copilot Agent app, it registers the app with Microsoft Entra ID. However, Microsoft Power Platform does not automatically recognize this registration. You must therefore register the app with Power Platform to enable Druva to discover environments and perform backups.

  • Scope: Tenant

  • Frequency: One time. Repeat only if the tenant configuration changes after setup.

  • Blocks if missing: Discovery, backup, and restore

  • Who can complete it: A Global Administrator or Power Platform Administrator

  • How to do it: After you install the Druva app for Copilot Agents, the prerequisites wizard opens and displays all three prerequisites. In Step 2, the wizard provides a PowerShell script to register the Druva app with Microsoft Power Platform. You can also complete this registration using the Power Platform APIs. Before you begin, locate your Tenant ID and Application ID using the procedure described below. The PowerShell script prompts you to enter these IDs to complete the registration.

Before you begin: Find your tenant ID and application ID

Objective: Collect the M365 Tenant ID and the Application ID (Druva Application ID). The PowerShell script in Power Apps prompts for both values, so keep them ready before you run it.

Value

Where to find it

M365 Tenant ID

Microsoft Entra admin center Home page, tenant card

Application ID (Druva Application ID)

Enterprise applications > Druva PowerPlatform > Overview

Find the M365 Tenant ID

  1. Sign in to the Microsoft Entra admin center.

  2. On the Home page, locate the card displaying your organization name.

  3. Under Tenant ID, click the Copy icon to copy the Tenant ID.

Find the Application ID

  1. Navigate to Entra ID > Enterprise applications.

  2. In the All applications search box, enter Druva PowerPlatform.

  3. Select Druva PowerPlatform from the search results.

  4. On the app's Overview page, locate Application ID under Properties.

  5. Copy the Application ID.

To register the app using the PowerShell script:

  1. Install the Druva app for Copilot Agents. The prerequisite wizard opens.

  2. Under Step 2: Register the Druva application with Power Platform, select the copy icon to copy the PowerShell script.

  3. Run the downloaded PowerShell script as an administrator. When prompted, provide:

    • M365 Tenant ID

    • Application ID (Druva Application ID)

    For steps to find these values, see Before you begin: Find your tenant ID and application ID. The script registers the application with Microsoft Power Platform. You can also perform the registration using the Power Platform APIs.

  4. After the registration completes successfully, return to the Druva console and refresh the Overview page.

Prerequisite 3: Add the Druva app to each environment

  • Why: In every Power Platform environment that hosts agents you want to protect, add the Druva app and assign it the System Administrator role. This grants Druva the Dataverse access it needs to read and write agent data in that environment.

  • Scope: Each environment

  • Frequency: Once per environment. Complete it again for every new environment created after setup.

  • Required for: Backup and restore of agents in that environment

  • If missing: Agents are still discovered, but their knowledge sources, topics, external triggers, and custom GPTs are not. Backups of these agents capture only metadata. The Prerequisites status on the Microsoft 365 card shows a yellow indicator. Restores are blocked at the pre-check stage.

Procedure to add Druva app to an environment

  1. Sign in to the Power Platform admin center and go to Manage > Environments.

  2. Open the environment and go to Settings > Users + permissions > Application users.

  3. Click + New app user in the top navigation bar.

  4. In the Create a new app user dialog box, click + Add an app.

  5. Enter the Druva Application ID in the search box, select the app from the results, and click Add.

    • Enter the business unit in the Business unit field.

    • In the Security roles section, click Edit, select the System Administrator role, and save your changes.

  6. Click Create to complete the registration.

  7. Repeat these steps for each environment.

How Druva validates prerequisites

Druva checks prerequisites at two points: continuously on the overview page, and live each time an admin starts a restore.

📝 Note: Cloud Platform does not check prerequisite 1 (Microsoft Agent 365 license). The prerequisites list shows it for your information only. Make sure the license is active before you start.

1. On the Copilot Agents overview page

Prerequisite state

What the admin sees

1 or 2 not met

Blocking screen. Discovery does not run and no agent cards appear until both are complete.

1 and 2 met, 3 not met in some environments

Overview stats display normally, and the Prerequisites status shows a yellow indicator. Hover over Prerequisites to see how many environments are not configured.

All met

Prerequisites show green; no warning.

2. Before every restore

Restore pre-checks run in the background each time the restore screen opens. They confirm the prerequisites are still in place, because tenant or environment configuration can change after initial setup.

  1. The admin selects a snapshot and chooses In-place restore or Restore as copy.

  2. Druva runs a live check of the Power Platform access (tenant level) and Dataverse access (environment level) prerequisites.

  3. Each prerequisite shows green if met or red if not.

  4. If either is red, Proceed to restore is unavailable. The admin completes the missing step and selects Rerun pre-checks.

  5. When both are green, the admin proceeds and monitors the job under Jobs > Ongoing.

For more information on restore, see Restore.

FAQ and troubleshooting

The Druva app already has permissions in Entra ID. Why are more steps needed? Entra ID registration does not carry over to Power Platform. The app must also be registered with Power Platform (prerequisite 2) and added to each environment with the System Administrator role (prerequisite 3).

I completed the prerequisites at setup, but the restore pre-check is red. The tenant or environment configuration has changed since setup, for example the app's role was removed. Complete the step again, then select Rerun pre-checks.

The overview page shows that some environments are not configured. Which ones? The overview currently shows only the number of unconfigured environments, not their names. Check each environment that hosts agents for the Druva app and its System Administrator role.

I created a new environment. Do I need to do anything? Yes. Complete prerequisite 3 in the new environment before backing up or restoring its agents.

The overview page shows no agents. Prerequisite 1 or 2 is not complete. Discovery does not run until both are met.

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