Live view in Microsoft Purview (preview)

  • Article

Important

This feature is currently in preview. The Supplemental Terms of Use for Azure Previews include additional legal terms that apply to Azure features that are in beta, in preview, or otherwise not yet released into general availability.

Some Azure resources are available to be seen in live view.

Diagram showing live assets as a subset of data map assets.

In this article we'll cover:

Limitations

  • Live view for Microsoft Fabric limitations:
    • Personal workspaces aren't supported yet in live view.
    • Only Microsoft Fabric item level metadata are available in live view.
    • Power BI Datasets don’t support showing schema in live view if the item hasn’t been scanned.
    • Dataflow Gen2 (Preview) items are displayed as Dataflow items.

What resources have live view available?

Live view resources in the same tenant as your Microsoft Purview account are automatically accessible for users in your catalog. These resources have live view available:

Resource Level of view available
Azure Blob Storage Storage account, Azure Blob Service, Container
Azure Data Lake Storage Gen 2 Storage account, Azure Data Lake Storage Gen2 Service, File system
Azure SQL Database Server, Database, Schema, Tables, Columns
Azure Subscriptions Live view assets in the subscription
Microsoft Fabric Workspace, Item

Users with permissions can browse and search for these assets in the catalog without needing to set up a scan.

Metadata available in live view

Resources in live view in the catalog automatically have this metadata available:

  • Name
  • Properties
  • Schema
  • Lineage

Live view permissions

Users that have permissions on the available resources are automatically able to access these resources in the catalog as either data readers or data owners. No other permissions in Microsoft Purview are required.

Data readers

These are the permissions needed on the resources for a user to be able to see it as a reader in live view in Microsoft Purview.

Data source  Reader permission
Azure SQL Database  Reader, or these actions.
Azure Blob Storage  Reader, or these actions.
Azure Data Lake Storage Gen2  Reader, or these actions.
Azure Subscription Read permission on subscription, or these actions.

Data owners

These are the permissions needed on the resources for a user to be able to see it as an owner and curate its metadata in live view in Microsoft Purview.

Data source  Owner permission 
Azure SQL Database  "Microsoft.Sql/servers/write", "Microsoft.Sql/servers/databases/write", "Microsoft.Authorization/roleAssignments/write" 
Azure Blob Storage  "Microsoft.Storage/storageAccounts/write", "Microsoft.Authorization/roleAssignments/write" 
Azure Data Lake Storage Gen2  "Microsoft.Storage/storageAccounts/write", "Microsoft.Authorization/roleAssignments/write"

Update schedule

To update the schedule of a preset scan either:

  • Select Customize schedule before selecting the toggle. You'll set your scan schedule and then the preset scan will be automatically enabled.

    Screenshot of the preset scan menu, with the customize schedule button highlighted.

  • Select the Edit pencil next to the schedule label after enabling the preset scan

    Screenshot of the preset scan menu, with the scan enabled and the pencil icon highlighted next to the schedule label.

Then you can set your schedule to run monthly or weekly on specified days. Select Apply to apply the schedule to the scan.

Screenshot of the scan schedule menu, showing a calendar and a dropdown to select times to run either monthly or weekly.

Manage live view credentials

If you have extended live view permissions or run a preset scan your live view resource will have credentials that allow Microsoft Purview to access it.

If you need to update or remove those credentials, you can use the Source management window.

  1. Browse the catalog for the source where you want to run a preset scan to enhance the metadata.

  2. Select the data source.

  3. Under source management, you can see your credential and collection listed, and the buttons to edit or delete the credentials.

    Screenshot of the source management window, showing the credentials with the edit and delete buttons highlighted.

  4. Select the Edit pencil icon to update the credentials.

    Note

    You can't change the collection the source is mapped to.

  5. Select the Delete icon to remove the credentials.

    Note

    Deleting credentials will also disable extended live view permissions or preset scans.

Next steps