# Control Implementation Playbooks

Implementation playbooks provide step-by-step portal walkthroughs, PowerShell scripts, verification procedures, and troubleshooting guidance for each control in the FSI Agent Governance Framework.

---

## How to Use These Playbooks

Each control in the [Control Catalog](../../controls/index.md) links to four implementation playbooks:

| Playbook | Purpose |
|----------|---------|
| **Portal Walkthrough** | Step-by-step configuration using Microsoft admin portals |
| **PowerShell Setup** | Scripts for automation and bulk configuration |
| **Verification & Testing** | Test cases, evidence collection, and validation procedures |
| **Troubleshooting** | Common issues, diagnostic steps, and resolutions |

### Navigation

Navigate to any control in the Control Catalog to find links to its implementation playbooks in the **Implementation Playbooks** section.

---

## Playbooks by Pillar

### Pillar 1: Security (29 controls)

| Control | Portal | PowerShell | Testing | Troubleshooting |
|---------|--------|------------|---------|-----------------|
| [1.1 Restrict Agent Publishing](../../controls/pillar-1-security/1.1-restrict-agent-publishing-by-authorization.md) | [Portal](1.1/portal-walkthrough.md) | [PS](1.1/powershell-setup.md) | [Test](1.1/verification-testing.md) | [Fix](1.1/troubleshooting.md) |
| [1.2 Agent Registry](../../controls/pillar-1-security/1.2-agent-registry-and-integrated-apps-management.md) | [Portal](1.2/portal-walkthrough.md) | [PS](1.2/powershell-setup.md) | [Test](1.2/verification-testing.md) | [Fix](1.2/troubleshooting.md) |
| [1.3 SharePoint Content Governance](../../controls/pillar-1-security/1.3-sharepoint-content-governance-and-permissions.md) | [Portal](1.3/portal-walkthrough.md) | [PS](1.3/powershell-setup.md) | [Test](1.3/verification-testing.md) | [Fix](1.3/troubleshooting.md) |
| [1.4 Advanced Connector Policies](../../controls/pillar-1-security/1.4-advanced-connector-policies-acp.md) | [Portal](1.4/portal-walkthrough.md) | [PS](1.4/powershell-setup.md) | [Test](1.4/verification-testing.md) | [Fix](1.4/troubleshooting.md) |
| [1.5 DLP and Sensitivity Labels](../../controls/pillar-1-security/1.5-data-loss-prevention-dlp-and-sensitivity-labels.md) | [Portal](1.5/portal-walkthrough.md) | [PS](1.5/powershell-setup.md) | [Test](1.5/verification-testing.md) | [Fix](1.5/troubleshooting.md) |
| [1.6 DSPM for AI](../../controls/pillar-1-security/1.6-microsoft-purview-dspm-for-ai.md) | [Portal](1.6/portal-walkthrough.md) | [PS](1.6/powershell-setup.md) | [Test](1.6/verification-testing.md) | [Fix](1.6/troubleshooting.md) |
| [1.7 Audit Logging](../../controls/pillar-1-security/1.7-comprehensive-audit-logging-and-compliance.md) | [Portal](1.7/portal-walkthrough.md) | [PS](1.7/powershell-setup.md) | [Test](1.7/verification-testing.md) | [Fix](1.7/troubleshooting.md) |
| [1.8 Runtime Protection](../../controls/pillar-1-security/1.8-runtime-protection-and-external-threat-detection.md) | [Portal](1.8/portal-walkthrough.md) | [PS](1.8/powershell-setup.md) | [Test](1.8/verification-testing.md) | [Fix](1.8/troubleshooting.md) |
| [1.9 Data Retention](../../controls/pillar-1-security/1.9-data-retention-and-deletion-policies.md) | [Portal](1.9/portal-walkthrough.md) | [PS](1.9/powershell-setup.md) | [Test](1.9/verification-testing.md) | [Fix](1.9/troubleshooting.md) |
| [1.10 Communication Compliance](../../controls/pillar-1-security/1.10-communication-compliance-monitoring.md) | [Portal](1.10/portal-walkthrough.md) | [PS](1.10/powershell-setup.md) | [Test](1.10/verification-testing.md) | [Fix](1.10/troubleshooting.md) |
| [1.11 Conditional Access](../../controls/pillar-1-security/1.11-conditional-access-and-phishing-resistant-mfa.md) | [Portal](1.11/portal-walkthrough.md) | [PS](1.11/powershell-setup.md) | [Test](1.11/verification-testing.md) | [Fix](1.11/troubleshooting.md) |
| [1.12 Insider Risk](../../controls/pillar-1-security/1.12-insider-risk-detection-and-response.md) | [Portal](1.12/portal-walkthrough.md) | [PS](1.12/powershell-setup.md) | [Test](1.12/verification-testing.md) | [Fix](1.12/troubleshooting.md) |
| [1.13 Sensitive Information Types](../../controls/pillar-1-security/1.13-sensitive-information-types-sits-and-pattern-recognition.md) | [Portal](1.13/portal-walkthrough.md) | [PS](1.13/powershell-setup.md) | [Test](1.13/verification-testing.md) | [Fix](1.13/troubleshooting.md) |
| [1.14 Data Minimization](../../controls/pillar-1-security/1.14-data-minimization-and-agent-scope-control.md) | [Portal](1.14/portal-walkthrough.md) | [PS](1.14/powershell-setup.md) | [Test](1.14/verification-testing.md) | [Fix](1.14/troubleshooting.md) |
| [1.15 Encryption](../../controls/pillar-1-security/1.15-encryption-data-in-transit-and-at-rest.md) | [Portal](1.15/portal-walkthrough.md) | [PS](1.15/powershell-setup.md) | [Test](1.15/verification-testing.md) | [Fix](1.15/troubleshooting.md) |
| [1.16 IRM for Documents](../../controls/pillar-1-security/1.16-information-rights-management-irm-for-documents.md) | [Portal](1.16/portal-walkthrough.md) | [PS](1.16/powershell-setup.md) | [Test](1.16/verification-testing.md) | [Fix](1.16/troubleshooting.md) |
| [1.17 Endpoint DLP](../../controls/pillar-1-security/1.17-endpoint-data-loss-prevention-endpoint-dlp.md) | [Portal](1.17/portal-walkthrough.md) | [PS](1.17/powershell-setup.md) | [Test](1.17/verification-testing.md) | [Fix](1.17/troubleshooting.md) |
| [1.18 RBAC](../../controls/pillar-1-security/1.18-application-level-authorization-and-role-based-access-control-rbac.md) | [Portal](1.18/portal-walkthrough.md) | [PS](1.18/powershell-setup.md) | [Test](1.18/verification-testing.md) | [Fix](1.18/troubleshooting.md) |
| [1.19 eDiscovery](../../controls/pillar-1-security/1.19-ediscovery-for-agent-interactions.md) | [Portal](1.19/portal-walkthrough.md) | [PS](1.19/powershell-setup.md) | [Test](1.19/verification-testing.md) | [Fix](1.19/troubleshooting.md) |
| [1.20 Network Isolation](../../controls/pillar-1-security/1.20-network-isolation-private-connectivity.md) | [Portal](1.20/portal-walkthrough.md) | [PS](1.20/powershell-setup.md) | [Test](1.20/verification-testing.md) | [Fix](1.20/troubleshooting.md) |
| [1.21 Adversarial Input Logging](../../controls/pillar-1-security/1.21-adversarial-input-logging.md) | [Portal](1.21/portal-walkthrough.md) | [PS](1.21/powershell-setup.md) | [Test](1.21/verification-testing.md) | [Fix](1.21/troubleshooting.md) |
| [1.22 Information Barriers](../../controls/pillar-1-security/1.22-information-barriers.md) | [Portal](1.22/portal-walkthrough.md) | [PS](1.22/powershell-setup.md) | [Test](1.22/verification-testing.md) | [Fix](1.22/troubleshooting.md) |
| [1.23 Step-Up Authentication](../../controls/pillar-1-security/1.23-step-up-authentication-for-agent-operations.md) | [Portal](1.23/portal-walkthrough.md) | [PS](1.23/powershell-setup.md) | [Test](1.23/verification-testing.md) | [Fix](1.23/troubleshooting.md) |
| [1.24 Defender AI-SPM](../../controls/pillar-1-security/1.24-defender-ai-security-posture-management.md) | [Portal](1.24/portal-walkthrough.md) | [PS](1.24/powershell-setup.md) | [Test](1.24/verification-testing.md) | [Fix](1.24/troubleshooting.md) |
| [1.25 MIME Type Restrictions](../../controls/pillar-1-security/1.25-mime-type-restrictions.md) | [Portal](1.25/portal-walkthrough.md) | [PS](1.25/powershell-setup.md) | [Test](1.25/verification-testing.md) | [Fix](1.25/troubleshooting.md) |
| [1.26 File Upload Restrictions](../../controls/pillar-1-security/1.26-agent-file-upload-and-file-analysis-restrictions.md) | [Portal](1.26/portal-walkthrough.md) | [PS](1.26/powershell-setup.md) | [Test](1.26/verification-testing.md) | [Fix](1.26/troubleshooting.md) |
| [1.27 Content Moderation](../../controls/pillar-1-security/1.27-ai-agent-content-moderation-enforcement.md) | [Portal](1.27/portal-walkthrough.md) | [PS](1.27/powershell-setup.md) | [Test](1.27/verification-testing.md) | [Fix](1.27/troubleshooting.md) |
| [1.28 Policy-Based Publishing](../../controls/pillar-1-security/1.28-policy-based-agent-publishing-restrictions.md) | [Portal](1.28/portal-walkthrough.md) | [PS](1.28/powershell-setup.md) | [Test](1.28/verification-testing.md) | [Fix](1.28/troubleshooting.md) |
| [1.29 Global Secure Access](../../controls/pillar-1-security/1.29-global-secure-access-network-controls.md) | [Portal](1.29/portal-walkthrough.md) | [PS](1.29/powershell-setup.md) | [Test](1.29/verification-testing.md) | [Fix](1.29/troubleshooting.md) |

### Pillar 2: Management (26 controls)

| Control | Portal | PowerShell | Testing | Troubleshooting |
|---------|--------|------------|---------|-----------------|
| [2.1 Managed Environments](../../controls/pillar-2-management/2.1-managed-environments.md) | [Portal](2.1/portal-walkthrough.md) | [PS](2.1/powershell-setup.md) | [Test](2.1/verification-testing.md) | [Fix](2.1/troubleshooting.md) |
| [2.2 Environment Groups](../../controls/pillar-2-management/2.2-environment-groups-and-tier-classification.md) | [Portal](2.2/portal-walkthrough.md) | [PS](2.2/powershell-setup.md) | [Test](2.2/verification-testing.md) | [Fix](2.2/troubleshooting.md) |
| [2.3 Change Management](../../controls/pillar-2-management/2.3-change-management-and-release-planning.md) | [Portal](2.3/portal-walkthrough.md) | [PS](2.3/powershell-setup.md) | [Test](2.3/verification-testing.md) | [Fix](2.3/troubleshooting.md) |
| [2.4 Business Continuity](../../controls/pillar-2-management/2.4-business-continuity-and-disaster-recovery.md) | [Portal](2.4/portal-walkthrough.md) | [PS](2.4/powershell-setup.md) | [Test](2.4/verification-testing.md) | [Fix](2.4/troubleshooting.md) |
| [2.5 Testing & Validation](../../controls/pillar-2-management/2.5-testing-validation-and-quality-assurance.md) | [Portal](2.5/portal-walkthrough.md) | [PS](2.5/powershell-setup.md) | [Test](2.5/verification-testing.md) | [Fix](2.5/troubleshooting.md) |
| [2.6 Model Risk Management](../../controls/pillar-2-management/2.6-model-risk-management-sr-26-2.md) | [Portal](2.6/portal-walkthrough.md) | [PS](2.6/powershell-setup.md) | [Test](2.6/verification-testing.md) | [Fix](2.6/troubleshooting.md) |
| [2.7 Vendor Risk Management](../../controls/pillar-2-management/2.7-vendor-and-third-party-risk-management.md) | [Portal](2.7/portal-walkthrough.md) | [PS](2.7/powershell-setup.md) | [Test](2.7/verification-testing.md) | [Fix](2.7/troubleshooting.md) |
| [2.8 Access Control & SoD](../../controls/pillar-2-management/2.8-access-control-and-segregation-of-duties.md) | [Portal](2.8/portal-walkthrough.md) | [PS](2.8/powershell-setup.md) | [Test](2.8/verification-testing.md) | [Fix](2.8/troubleshooting.md) |
| [2.9 Performance Monitoring](../../controls/pillar-2-management/2.9-agent-performance-monitoring-and-optimization.md) | [Portal](2.9/portal-walkthrough.md) | [PS](2.9/powershell-setup.md) | [Test](2.9/verification-testing.md) | [Fix](2.9/troubleshooting.md) |
| [2.10 Patch Management](../../controls/pillar-2-management/2.10-patch-management-and-system-updates.md) | [Portal](2.10/portal-walkthrough.md) | [PS](2.10/powershell-setup.md) | [Test](2.10/verification-testing.md) | [Fix](2.10/troubleshooting.md) |
| [2.11 Bias Testing](../../controls/pillar-2-management/2.11-bias-testing-and-fairness-assessment.md) | [Portal](2.11/portal-walkthrough.md) | [PS](2.11/powershell-setup.md) | [Test](2.11/verification-testing.md) | [Fix](2.11/troubleshooting.md) |
| [2.12 Supervision & Oversight](../../controls/pillar-2-management/2.12-supervision-and-oversight-finra-rule-3110.md) | [Portal](2.12/portal-walkthrough.md) | [PS](2.12/powershell-setup.md) | [Test](2.12/verification-testing.md) | [Fix](2.12/troubleshooting.md) |
| [2.13 Documentation](../../controls/pillar-2-management/2.13-documentation-and-record-keeping.md) | [Portal](2.13/portal-walkthrough.md) | [PS](2.13/powershell-setup.md) | [Test](2.13/verification-testing.md) | [Fix](2.13/troubleshooting.md) |
| [2.14 Training Program](../../controls/pillar-2-management/2.14-training-and-awareness-program.md) | [Portal](2.14/portal-walkthrough.md) | [PS](2.14/powershell-setup.md) | [Test](2.14/verification-testing.md) | [Fix](2.14/troubleshooting.md) |
| [2.15 Environment Routing](../../controls/pillar-2-management/2.15-environment-routing.md) | [Portal](2.15/portal-walkthrough.md) | [PS](2.15/powershell-setup.md) | [Test](2.15/verification-testing.md) | [Fix](2.15/troubleshooting.md) |
| [2.16 RAG Source Validation](../../controls/pillar-2-management/2.16-rag-source-integrity-validation.md) | [Portal](2.16/portal-walkthrough.md) | [PS](2.16/powershell-setup.md) | [Test](2.16/verification-testing.md) | [Fix](2.16/troubleshooting.md) |
| [2.17 Multi-Agent Orchestration](../../controls/pillar-2-management/2.17-multi-agent-orchestration-limits.md) | [Portal](2.17/portal-walkthrough.md) | [PS](2.17/powershell-setup.md) | [Test](2.17/verification-testing.md) | [Fix](2.17/troubleshooting.md) |
| [2.18 Conflict of Interest Testing](../../controls/pillar-2-management/2.18-automated-conflict-of-interest-testing.md) | [Portal](2.18/portal-walkthrough.md) | [PS](2.18/powershell-setup.md) | [Test](2.18/verification-testing.md) | [Fix](2.18/troubleshooting.md) |
| [2.19 AI Disclosure](../../controls/pillar-2-management/2.19-customer-ai-disclosure-and-transparency.md) | [Portal](2.19/portal-walkthrough.md) | [PS](2.19/powershell-setup.md) | [Test](2.19/verification-testing.md) | [Fix](2.19/troubleshooting.md) |
| [2.20 Adversarial Testing](../../controls/pillar-2-management/2.20-adversarial-testing-and-red-team-framework.md) | [Portal](2.20/portal-walkthrough.md) | [PS](2.20/powershell-setup.md) | [Test](2.20/verification-testing.md) | [Fix](2.20/troubleshooting.md) |
| [2.21 AI Marketing Claims](../../controls/pillar-2-management/2.21-ai-marketing-claims-and-substantiation.md) | [Portal](2.21/portal-walkthrough.md) | [PS](2.21/powershell-setup.md) | [Test](2.21/verification-testing.md) | [Fix](2.21/troubleshooting.md) |
| [2.22 Inactivity Timeout Enforcement](../../controls/pillar-2-management/2.22-inactivity-timeout-enforcement.md) | [Portal](2.22/portal-walkthrough.md) | [PS](2.22/powershell-setup.md) | [Test](2.22/verification-testing.md) | [Fix](2.22/troubleshooting.md) |
| [2.23 User Consent and AI Disclosure](../../controls/pillar-2-management/2.23-user-consent-and-ai-disclosure-enforcement.md) | [Portal](2.23/portal-walkthrough.md) | [PS](2.23/powershell-setup.md) | [Test](2.23/verification-testing.md) | [Fix](2.23/troubleshooting.md) |
| [2.24 Feature Enablement Governance](../../controls/pillar-2-management/2.24-agent-feature-enablement-and-restriction-governance.md) | [Portal](2.24/portal-walkthrough.md) | [PS](2.24/powershell-setup.md) | [Test](2.24/verification-testing.md) | [Fix](2.24/troubleshooting.md) |
| [2.25 Agent 365 Governance Console](../../controls/pillar-2-management/2.25-agent-365-admin-center-governance-console.md) | [Portal](2.25/portal-walkthrough.md) | [PS](2.25/powershell-setup.md) | [Test](2.25/verification-testing.md) | [Fix](2.25/troubleshooting.md) |
| [2.26 Entra Agent ID Identity Governance](../../controls/pillar-2-management/2.26-entra-agent-id-identity-governance.md) | [Portal](2.26/portal-walkthrough.md) | [PS](2.26/powershell-setup.md) | [Test](2.26/verification-testing.md) | [Fix](2.26/troubleshooting.md) |

### Pillar 3: Reporting (14 controls)

| Control | Portal | PowerShell | Testing | Troubleshooting |
|---------|--------|------------|---------|-----------------|
| [3.1 Agent Inventory](../../controls/pillar-3-reporting/3.1-agent-inventory-and-metadata-management.md) | [Portal](3.1/portal-walkthrough.md) | [PS](3.1/powershell-setup.md) | [Test](3.1/verification-testing.md) | [Fix](3.1/troubleshooting.md) |
| [3.2 Usage Analytics](../../controls/pillar-3-reporting/3.2-usage-analytics-and-activity-monitoring.md) | [Portal](3.2/portal-walkthrough.md) | [PS](3.2/powershell-setup.md) | [Test](3.2/verification-testing.md) | [Fix](3.2/troubleshooting.md) |
| [3.3 Compliance Reporting](../../controls/pillar-3-reporting/3.3-compliance-and-regulatory-reporting.md) | [Portal](3.3/portal-walkthrough.md) | [PS](3.3/powershell-setup.md) | [Test](3.3/verification-testing.md) | [Fix](3.3/troubleshooting.md) |
| [3.4 Incident Reporting](../../controls/pillar-3-reporting/3.4-incident-reporting-and-root-cause-analysis.md) | [Portal](3.4/portal-walkthrough.md) | [PS](3.4/powershell-setup.md) | [Test](3.4/verification-testing.md) | [Fix](3.4/troubleshooting.md) |
| [3.5 Cost Allocation](../../controls/pillar-3-reporting/3.5-cost-allocation-and-budget-tracking.md) | [Portal](3.5/portal-walkthrough.md) | [PS](3.5/powershell-setup.md) | [Test](3.5/verification-testing.md) | [Fix](3.5/troubleshooting.md) |
| [3.6 Orphaned Agent Detection](../../controls/pillar-3-reporting/3.6-orphaned-agent-detection-and-remediation.md) | [Portal](3.6/portal-walkthrough.md) | [PS](3.6/powershell-setup.md) | [Test](3.6/verification-testing.md) | [Fix](3.6/troubleshooting.md) |
| [3.7 PPAC Security Posture](../../controls/pillar-3-reporting/3.7-ppac-security-posture-assessment.md) | [Portal](3.7/portal-walkthrough.md) | [PS](3.7/powershell-setup.md) | [Test](3.7/verification-testing.md) | [Fix](3.7/troubleshooting.md) |
| [3.8 Copilot Hub Dashboard](../../controls/pillar-3-reporting/3.8-copilot-hub-and-governance-dashboard.md) | [Portal](3.8/portal-walkthrough.md) | [PS](3.8/powershell-setup.md) | [Test](3.8/verification-testing.md) | [Fix](3.8/troubleshooting.md) |
| [3.9 Sentinel Integration](../../controls/pillar-3-reporting/3.9-microsoft-sentinel-integration.md) | [Portal](3.9/portal-walkthrough.md) | [PS](3.9/powershell-setup.md) | [Test](3.9/verification-testing.md) | [Fix](3.9/troubleshooting.md) |
| [3.10 Hallucination Feedback](../../controls/pillar-3-reporting/3.10-hallucination-feedback-loop.md) | [Portal](3.10/portal-walkthrough.md) | [PS](3.10/powershell-setup.md) | [Test](3.10/verification-testing.md) | [Fix](3.10/troubleshooting.md) |
| [3.11 Centralized Inventory Enforcement](../../controls/pillar-3-reporting/3.11-centralized-agent-inventory-enforcement.md) | [Portal](3.11/portal-walkthrough.md) | [PS](3.11/powershell-setup.md) | [Test](3.11/verification-testing.md) | [Fix](3.11/troubleshooting.md) |
| [3.12 Exception and Override Management](../../controls/pillar-3-reporting/3.12-agent-governance-exception-and-override-management.md) | [Portal](3.12/portal-walkthrough.md) | [PS](3.12/powershell-setup.md) | [Test](3.12/verification-testing.md) | [Fix](3.12/troubleshooting.md) |
| [3.13 Agent 365 Analytics and Reporting](../../controls/pillar-3-reporting/3.13-agent-365-admin-center-analytics.md) | [Portal](3.13/portal-walkthrough.md) | [PS](3.13/powershell-setup.md) | [Test](3.13/verification-testing.md) | [Fix](3.13/troubleshooting.md) |
| [3.14 Agent 365 Observability SDK](../../controls/pillar-3-reporting/3.14-agent-365-observability-sdk.md) | [Portal](3.14/portal-walkthrough.md) | [PS](3.14/powershell-setup.md) | [Test](3.14/verification-testing.md) | [Fix](3.14/troubleshooting.md) |

### Pillar 4: SharePoint (9 controls)

| Control | Portal | PowerShell | Testing | Troubleshooting |
|---------|--------|------------|---------|-----------------|
| [4.1 Information Access Governance](../../controls/pillar-4-sharepoint/4.1-sharepoint-information-access-governance-iag-restricted-content-discovery.md) | [Portal](4.1/portal-walkthrough.md) | [PS](4.1/powershell-setup.md) | [Test](4.1/verification-testing.md) | [Fix](4.1/troubleshooting.md) |
| [4.2 Site Access Reviews](../../controls/pillar-4-sharepoint/4.2-site-access-reviews-and-certification.md) | [Portal](4.2/portal-walkthrough.md) | [PS](4.2/powershell-setup.md) | [Test](4.2/verification-testing.md) | [Fix](4.2/troubleshooting.md) |
| [4.3 Retention Management](../../controls/pillar-4-sharepoint/4.3-site-and-document-retention-management.md) | [Portal](4.3/portal-walkthrough.md) | [PS](4.3/powershell-setup.md) | [Test](4.3/verification-testing.md) | [Fix](4.3/troubleshooting.md) |
| [4.4 External User Controls](../../controls/pillar-4-sharepoint/4.4-guest-and-external-user-access-controls.md) | [Portal](4.4/portal-walkthrough.md) | [PS](4.4/powershell-setup.md) | [Test](4.4/verification-testing.md) | [Fix](4.4/troubleshooting.md) |
| [4.5 Security Monitoring](../../controls/pillar-4-sharepoint/4.5-sharepoint-security-and-compliance-monitoring.md) | [Portal](4.5/portal-walkthrough.md) | [PS](4.5/powershell-setup.md) | [Test](4.5/verification-testing.md) | [Fix](4.5/troubleshooting.md) |
| [4.6 Grounding Scope](../../controls/pillar-4-sharepoint/4.6-grounding-scope-governance.md) | [Portal](4.6/portal-walkthrough.md) | [PS](4.6/powershell-setup.md) | [Test](4.6/verification-testing.md) | [Fix](4.6/troubleshooting.md) |
| [4.7 M365 Copilot Data Governance](../../controls/pillar-4-sharepoint/4.7-microsoft-365-copilot-data-governance.md) | [Portal](4.7/portal-walkthrough.md) | [PS](4.7/powershell-setup.md) | [Test](4.7/verification-testing.md) | [Fix](4.7/troubleshooting.md) |
| [4.8 Item-Level Permission Scanning](../../controls/pillar-4-sharepoint/4.8-item-level-permission-scanning-agent-knowledge-sources.md) | [Portal](4.8/portal-walkthrough.md) | [PS](4.8/powershell-setup.md) | [Test](4.8/verification-testing.md) | [Fix](4.8/troubleshooting.md) |
| [4.9 Embedded File Content Governance](../../controls/pillar-4-sharepoint/4.9-embedded-file-content-governance.md) | [Portal](4.9/portal-walkthrough.md) | [PS](4.9/powershell-setup.md) | [Test](4.9/verification-testing.md) | [Fix](4.9/troubleshooting.md) |

---

## Playbook Format

Each playbook follows a consistent structure:

### Portal Walkthrough
- Prerequisites checklist
- Step-by-step portal configuration
- Configuration by governance level
- Screenshots and UI references
- Validation checkpoints

### PowerShell Setup
- Module requirements
- Configuration scripts with full documentation
- Validation scripts
- Complete automation examples

### Verification & Testing
- Manual verification steps
- Test case table
- Evidence collection checklist
- Automated validation scripts

### Troubleshooting
- Common issues table (Issue | Cause | Resolution)
- Detailed diagnostic steps
- Configuration confirmation methods
- Escalation path

---

## Related Sections

- [Control Catalog](../../controls/index.md) - Full control documentation
- [Framework](../../framework/index.md) - Governance principles and zones
- [Getting Started Playbooks](../getting-started/phase-0-governance-setup.md) - Initial setup sequence

---

*Updated: May 2026 | Version: v1.6.2 | UI Verification Status: Current*
