Microsoft Copilot Capture Integration

The Arctera Microsoft Copilot connector is an API-based integration that captures, preserves, and supervises Copilot interactions, including user prompts, AI responses, and contextual metadata, for regulatory compliance, audit, and eDiscovery. It is designed for compliance, legal, and IT teams that require a complete and reviewable record of AI-assisted activity in Microsoft 365.

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What Is the Arctera Microsoft Copilot Integration?

The Arctera Microsoft Copilot integration uses Microsoft Graph API and SharePoint API with Microsoft Entra ID application permissions to retrieve Copilot interaction data from Microsoft 365 environments. It performs scheduled and ad hoc collection, captures prompts, responses, and contextual metadata, and transforms them into standardized, archive-ready output for supervision, retention, and eDiscovery workflows.

This integration is used by compliance, legal, and IT teams to capture and govern AI-assisted activity in a consistent and reviewable format.

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Technical Specifications

The following technical details summarize how the Arctera Microsoft Copilot connector operates within enterprise environments and how AI interaction data is collected, processed, and delivered for governance workflows.

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Attribute
1. Integration Type
2. Data Ingestion Method
3. Authentication Method
4. Deployment Model
5. Archive Destination
6. Supported Editions
7. Captured Scope Summary
8. Policy Enforcement Stage
9. Regulatory Alignment
Detail
1. API-based integration using Microsoft Graph API and SharePoint API
2. Scheduled and ad hoc API-based collection
3. Microsoft Entra ID application permissions with X.509 certificate authentication
4. Private cloud or self-hosted Capture deployment
5. Configured archive target within Arctera Unified Platform
6. Requires active Microsoft Copilot license
7. Prompts, responses, contextual metadata, session threading
8. Applied during ingestion pipeline before archive commit
9. Supports AI governance, compliance, audit, and investigation workflows

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What the Microsoft Copilot Connector Captures

check-circle: User Prompts: Captures prompts submitted by users during Copilot interactions across Microsoft 365 applications.

check-circle: AI Responses: Captures generated Copilot responses used in drafting, summarization, and task execution.

check-circle: Contextual Metadata: Captures metadata associated with interactions, including session context and activity details.

check-circle: Session Threading: Preserves per-session interaction flow to maintain context across prompts and responses.

check-circle: Attachment References: Captures attachment links associated with Word and PowerPoint interactions where available.

check-circle: Optional Original Data Attachments: Captures original interaction data as attachments for detailed review when configured.

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How the Microsoft Copilot Connector Works

The Microsoft Copilot connector operates as a scheduled ingestion pipeline that retrieves AI interaction data from Microsoft APIs, normalizes records, and delivers them into the Arctera Unified Platform archive for supervision, retention, and eDiscovery workflows.

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Step 1: Entra ID Application Configuration

Register a Microsoft Entra ID application, configure required Microsoft Graph and SharePoint permissions, and grant admin consent.

Step 2: Certificate Authentication Setup

Configure X.509 certificate authentication and associate it with the Entra ID application for secure API access.

Step 3: Authentication and Collector Configuration

Enter tenant ID, application ID, and certificate details in Capture. Configure monitored users and retrieval scope.

Step 4: Scheduled and Ad Hoc Data Collection

Capture executes scheduled or ad hoc API collection to retrieve prompts, responses, and contextual metadata without interacting with live user sessions.

Step 5: Normalization, Filtering, and Archive Delivery

Transform Copilot interactions into standardized formats, apply filters and policies, and deliver records to the configured archive target.

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Supported Environments

The Microsoft Copilot integration operates across Microsoft 365 cloud and government cloud environments with Capture deployed in private or self-hosted infrastructure.

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Microsoft 365 and Government Cloud Environments

The integration connects to Microsoft 365 and supported government cloud environments using Microsoft APIs and Entra ID authentication. It retrieves Copilot interaction data based on configured permissions and monitored users.

Private Cloud and Self-Hosted Capture Deployment

Capture is deployed within a private cloud or self-hosted environment. It securely connects to Microsoft APIs, performs scheduled ingestion, and processes Copilot interaction data before delivering it to the archive target.

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Compliance & Regulatory Use Cases

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Retain Copilot interactions for AI governance

Compliance and Risk Teams

When employees use Copilot for business tasks, the Arctera Microsoft Copilot connector captures prompts, responses, and metadata and preserves them in the Arctera Unified Platform. Teams can retain AI interactions for governance and compliance review.

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Investigate AI-assisted decision-making

Compliance, Legal, and Risk Teams

When reviewing how AI is used in workflows, the Arctera Microsoft Copilot connector captures interaction data and session context. Teams can reconstruct usage patterns and review generated outputs for investigation.

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Apply legal hold and eDiscovery to AI content

Legal and eDiscovery Teams

When legal matters require review of AI-generated content, the Arctera Microsoft Copilot connector captures prompts, responses, and metadata. Legal teams can search, hold, and produce records for eDiscovery workflows.

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Provide audit trail of AI usage

Compliance and Audit Teams

When auditors require visibility into AI activity, the Arctera Microsoft Copilot connector captures interaction records and contextual metadata. Teams can provide a structured audit trail for governance and review.

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Frequently Asked Questions

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What Microsoft Copilot content does the integration capture?

The integration captures user prompts, AI responses, and contextual metadata from Microsoft Copilot interactions. It preserves session context and can include attachment references for supported applications. Some API limitations apply, including transient messages and certain repeated or system-generated content.

Does the integration capture Microsoft Copilot data in real time?

No. The integration uses scheduled or ad hoc API-based collection runs. It does not intercept or monitor live Copilot sessions, ensuring no impact to user experience or performance.

How quickly is Microsoft Copilot data available in the archive?

Data is captured based on configured collection schedules and API availability. Copilot history can be retrieved within defined time windows, and longer lookbacks require multiple retrieval sessions.

How is access to Microsoft Copilot data secured?

Access is configured using Microsoft Entra ID application permissions with OAuth 2.0 and X.509 certificate authentication. Admin consent and scoped permissions ensure controlled access to Copilot data.

How does this support compliance and audits?

The integration preserves Copilot interaction data as normalized archive-ready records. These records support supervision, retention, investigation, and audit workflows related to AI usage.

How is the connector deployed?

The connector is configured by registering an Entra ID application, granting permissions, uploading a certificate, and configuring Capture with tenant and application details. Scheduled or ad hoc collection runs then retrieve and process data.

How does this differ from native Microsoft Copilot retention?

Microsoft tools retain Copilot data within the platform. The Arctera integration retrieves interaction data, normalizes it, and delivers it to a centralized archive, enabling consistent governance across systems.

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