Skip to main content
All CollectionsProtectCopilot Readiness Assessment
Copilot Readiness Assessment overview
Copilot Readiness Assessment overview
Updated this week

ShareGate's Copilot readiness assessment analyzes a tenant and provides statistics and recommendations to help you prepare it for Copilot success by maximizing data relevance and security.

Prerequisites

Licensing

The Copilot Readiness Assessment is available for any customer with a ShareGate Protect, Migrate Pro, or Migrate Enterprise subscription.

Permissions

A global or privileged role admin must once consent to a set of Microsoft 365 permissions.

The admin can then grant access to any user through an Assessor role for ShareGate Protect in Entra ID.

To learn how to set access to the assessment, see Assign the Assessor role in Entra ID.

Running an assessment

You can access the assessment from ShareGate Protect in ShareGate Home.

If this is your first time connecting to your tenant with the assessment, you'll be prompted to request access.

After access is granted, the assessment starts automatically.

The Copilot Readiness Assessment page displays the most recent assessment date (MM/DD/YYYY). Hover your pointer over the info icon to see the currently connected tenant ID.

Note: To run a new assessment of the connected tenant or to assess a different tenant, click New assessment.

ShareGate Protect saves the last assessment of each connected tenant.

Overview

The Overview tab displays a summary of the Copilot Readiness Assessment results.

  • SharePoint sites - The number of SharePoint sites in your tenant.

  • Groups - The total number of groups, including Teams, in your tenant.

  • OneDrive accounts - The number of OneDrive accounts.

  • Users - The number of users.

  • Licenses eligible for Copilot - The number of licenses eligible for the Copilot add-on.

  • Assigned Copilot licenses - The number of assigned and total Copilot licenses.

  • Tenant size - The total tenant size.

The Overview also includes key points found during the assessment that may need attention. Click See details next to each key point to open a window that includes details about the potential risks and suggested actions.

Data security

The Data security tab displays information about public groups, links, and permissions that could put your data at risk.

  • Oversharing - The number of public groups in your tenant.

  • Sharing settings - The SharePoint external sharing setting.

  • Links - The number of shareable Anyone links, People in your organization links, and Specific people links. The totals include links for SharePoint and OneDrive for Business combined.

  • Permissions - The number of privileged site users.

  • Sensitivity labels - The number of Microsoft sensitivity labels created.

Data security results that show potential risks include a Needs attention link that you can click to see details and suggested actions you can take.

Data quality

The Data quality tab displays information about inactive groups, sites, and users in your tenant, which can result in outdated or irrelevant data.

  • Inactivity - The number of Microsoft 365 inactive groups, SharePoint inactive sites, and total inactive users.

Understanding the results

Some data points on each page of the Copilot Readiness Assessment include a Needs attention link. Click the link to open a modal that contains:

  • Data related to the result. For example, 32 inactive sites, 89% are inactive, etc.

  • The potential risk. This explains how the result may reduce the accuracy and relevance of Copilot's responses.

  • Suggestions, including one or more actions to improve your tenant's Copilot readiness.

Did this answer your question?