Get started with the new data governance experience in Microsoft Purview (Preview)

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This guide will take you through technical steps to get started building your data governance solution in Microsoft Purview. You'll integrate data governance with your day-to-day business operations, leveraging the Microsoft Purview Data Map and your existing data experts. Not only to harness the value of your data, but to integrate data governance into your team's flow.

Prerequisites

  1. You need a Microsoft Purview Enterprise instance, either by:
    1. Upgrading an existing account to the new experience
    2. Upgrading from the free version of Microsoft Purview to enterprise
  2. Data sources registered and scanned in Microsoft Purview. (Here's the list of supported sources.)

Get started checklist

Basic setup

The data governance admin delegates the first level of access for data catalog users.

A business domain is a boundary that enables the common governance, ownership, and discovery of data products, and business concepts like glossary terms and OKRs. The goal is to empower a business domain owner to manage their data products, and establish rules for their access, usage, and distribution. Business domains can be aligned per the following examples:

  • Corporate / business areas (Human Resources, Sales, Finance, Supply Chain, etc.)
  • Overarching subject areas (Product, Parties)
  • Regulatory domains (SOX, PCI, Anti-Money Laundering)
  • Boundaries based on organizational functions (Customer Experience, Cloud Supply Chain, Business Intelligence).

A data product is a kit of data assets (such as tables, files, PBI reports, etc.), an offering to an enterprise that provides assets with proper use cases to be shared to data consumers. A business domain can house many data products, but a data product is managed by a single business domain and can be discovered across many business domains.

  1. Assign users to the Data Governance Admin role - Gives the admin permissions to grant users application-level-permissions like business domain creation.
  2. Build business domains:
    1. Assign users the business domain creator role
    2. Create at least one business domain
    3. Assign at least one business domain owner on each business domain. This user will be the point of support and decision authority for data being consumed in this business domain.
  3. Build data products:
    1. Assign data product owners to create data products in your business domains. These should be business and data experts who can pair data with day-to-day scenarios in their business domain.
    2. Create at least one data product in your business domains.
  4. Assign users data catalog reader permissions in your business domains so they can view and explore your data products in the data catalog.

Connect your data with business concepts

Glossary terms provide vocabulary for business users. These terms allow users to discover and work with data in the vocabulary that is familiar to them versus using abstract technical terminology inherited from physical data sources.

Connect action steps

  1. Assign users data steward permission in your business domains to create and manage glossary terms. These users should be data and business experts. They'll increase the value of data products by curating the information and attaching glossary terms to make the data understandable.
  2. Create at least one OKR in your business domain.
    1. Link your OKR to a data product to connect your data to your business goals.
  3. Assign users(s) data health reader permissions in your data catalog. These users will monitor data catalog use and current governance scores, and take actions to build trust in your data products.
  4. Publish some glossary terms in your business domain.
    1. Link a glossary term to a data product to improve discoverability.
  5. Assign users data steward permission in your business domains to create and manage OKRs. These users should be business strategy experts to ensure business leaders appreciate the value of their data, and the importance of data governance. They'll drive prioritization and strategize how teams build, maintain, and govern their data to create insights.
  6. Review health actions to start considering next steps for your data governance journey.

Quality action steps

  1. Assign users(s) data quality steward permissions to use all data quality features.
  2. Set up a data source connection to prepare your source for data quality assessment.
  3. Configure and run data profiling for an asset in your data source.
    1. When profiling is complete, browse the results for each column in the data asset to understand your data's current structure and state.
  4. Set up data quality rules based on the profiling results, and apply them to your data asset.
  5. Configure and run a data quality scan on a data product to assess the quality of all supported assets in the data product.
  6. Review your scan results to evaluate your data product's current data quality.

Reference model for planning

The following is a reference example to assist with planning the new Microsoft Purview data governance solution areas, scenarios, tasks, and personas with key stakeholders.

Week 1-2

Area Scenario Task Description/Outcomes Persona
Data management Catalog setup Set up first business domain Identify business domain scope, usage, and owners. Assign accountability to business domain owner, define/create your first business domain, description, and assign data owners. Capture feedback establishing the business domain. Business domain owner
Catalog curation Create data products in the business domain Identify scope of data to manage, publish, and owners. Create data products, descriptions, use cases, assign ownership, create and assign glossary terms to help increase usability for data consumers. Map data assets to data products, create access policies for data consumers to attest to when requesting access – capture feedback (ease of use for business unit to manage/understand/own curation) Data product owner/data steward
Publication Publish the business domain and data products Publish the business domain and associated data products to make available for discovery, understanding, and access through the data catalog experience. Assign data consumers permissions to access and view the first business domain by adding them to the data catalog reader role and capture feedback with publication. Business domain owner and data product owner
Operations Data governance and management operations Assess operational tasks, stakeholders, processes, and procedures to enable data governance and management, evaluate against current state data governance policies, practice, and culture to identify potential areas for improvement/change. Data governance office

Week 2-3

Area Scenario Task Description/Outcomes Persona
Data discovery, understanding, and access Discover and access Data catalog product search Exercise the data catalog product search experience to help data consumers and users discover and understand data products that are curated and developed for a specific business purpose. Assess data product metadata to determine proper usage, data quality, and applicability to data consumer business outcomes, and then request access. Assess ease of use to data products the user recently reviewed, and data products subscribed to – capture feedback on full data consumer experience. Data consumer
Data management Access management Access request management Review access requests for data products in the first business domain and approve or reject. Engage with IT owners for approvals (as appropriate) to data assets. Data product owner
Catalog curation Review data product discoverability Review discoverability and usability of published data products along with data consumer feedback to inform semantic knowledge improvement opportunities (for example, glossary terms, attention to attention items in the action center, etc.). Data product owner/data steward

Week 3-4

Area Scenario Task Description/Outcomes Persona
Data management Data quality Improve data quality and reduce data issues Assess top-level data quality by the first business domain, and evaluate/set up data quality for associated data assets by data product (via connections). Use data quality profiling data to inform quality rules and dimensions to establish key data assets in the data product. Run data quality scans (ad-hoc or scheduled), monitor data quality activity and scans, and setup alerts to be informed of changes with data asset health (via target thresholds). Capture feedback on overall data quality experience. Data quality steward
Operations Data governance and management operations Assess operational tasks, stakeholders, processes, and procedures to enable data quality in the context of data governance and management. Evaluate against current state data governance policies, practice, and culture to identify potential areas for improvement or change. Data governance office

Week 4-5

Area Scenario Task Description/Outcomes Persona
Data estate health Reports Manage data governance Review the controls with business data domain owners and setup regular review of reporting on those controls.  The goal of the meeting is to review issues and prioritize solutions or data products that are needed to meet business needs. Data governance office
Health actions Improve data governance Take actions based on the controls to improve data governance and ensure standards are being met. Data stewards/data product owners