Frequently asked questions for the new Microsoft Purview portal

Article
09/24/2024

This article has a list of common questions and answers about the new Microsoft Purview portal and upgrading an existing account to the new Microsoft Purview experience

Where is the new portal?

https://purview.microsoft.com

How can I use the new portal experience?

The new portal experience is being made available to all organizations. If you're using Microsoft Purview for the first time, and you use Power BI or Microsoft Fabric, you'll automatically have access. If not, create a new account and you're automatically upgraded to the enterprise version of Microsoft Purview within a few weeks.

For existing Microsoft Purview users, if you only have one account, you'll have access within a few weeks. If you have multiple accounts, you'll also have access soon, but you'll need to see our account upgrades article for next steps.

Is there an extra cost to use the new portal experience?

No. There's no cost to use the new portal experience.

Is there a cost to use the enterprise version of Microsoft Purview?

Yes. Pricing for the enterprise version of Microsoft Purview uses the same pricing dimensions as the classic Microsoft Purview governance experience. For pricing information, see the pricing calculator.

Can I create new Microsoft Purview accounts in my subscription?

It depends:

If your organization created an account after August 1, 2023, you can't create more accounts.
If your organization hasn't created a Microsoft Purview account before, if you create an account it will automatically be reconciled to the new experience, and you can't create more accounts after.
If your organization has a single Microsoft Purview account that has already been reconciled to the new experience, you can't create more accounts.
If you're using the free version of Microsoft Purview governance solutions and haven't created a Microsoft Purview account, if you upgrade to the enterprise version, you can't create more accounts.
If you're using the free version of Microsoft Purview governance solutions and create an account, the newly created account will be automatically reconciled to the new experience and you can't create more accounts after that.
If your organization already has multiple Microsoft Purview accounts, currently you can create Microsoft Purview accounts up to the pre-existing quota, even if you have already reconciled an account to the new experience.

We already had a Microsoft Purview account, and are using the new portal experience. Is our account the free or enterprise version of Microsoft Purview?

If you're already using a Microsoft Purview account and have upgraded it to use the new portal experience, your organization is using the enterprise version of Microsoft Purview. You can check your organization's account type in the Microsoft Purview portal under the Settings gear icon, and View all settings.

When I get started with the new Microsoft Purview experience, does it create an account for my organization or just for me?

The new Microsoft Purview experience uses a single, organization-wide instance of Microsoft Purview.

What does this mean for my existing Microsoft Purview governance portal accounts?

One of your Microsoft Purview governance portal accounts will be elevated to be the primary tenant/organization level account with all its current metadata and information. If you have other Microsoft Purview accounts, in the future their information will also be made available in the primary account.

Can multiple accounts in the same tenant have access to the new experience?

Not currently. The new experience uses a single, primary Microsoft Purview account. If you have multiple accounts, you'll select a primary account when you upgrade to the new experience. In the future, the information in your other accounts will also be made available in this environment.

What is the impact of upgrading the production account to enhanced experience?

There's no impact on upgrading the account to enhanced experience. Users can navigate the capabilities through new portal and classic portal.

Note

If users browse Microsoft Purview governance portal from Azure portal, the upgraded account will provide two links to browse the portals.

How long does it take to upgrade?

If your account is eligible, upgrading to the new experience only takes a few minutes.

What if my organization has blocked new portal endpoints on the firewall?

You can still access Microsoft Purview through classic portal by launching the old endpoints through https://web.purview.azure.cn.

What should I do if my organization can't use public preview features?

Upgrading to enhanced experience doesn't change the status of GA features. Only the new portal is currently under public preview, therefore, even those accounts that are upgraded can use classic portal in general availability.

My primary Microsoft Purview instance has private endpoints enabled. Can I upgrade it to enhanced experience?

If your Microsoft Purview account had disabled all public network access and is using private endpoints, you can still upgrade to the new experience.

You can continue to use your ingestion private endpoints as is, but the new experience uses also uses a platform private endpoint.

After upgrading to the new experience, you can follow this guide to set up platform the private endpoint for governance solutions in the Microsoft Purview portal.

For more information, see what to do if your account has disabled all public network access.

What if I'm not a Power BI, Microsoft Fabric, Dynamics 365, or Power Apps user?

If you're an existing Microsoft Purview customer (your Microsoft Entra tenant already has a Microsoft Purview account), a Purview Admins can upgrade your instance to the new experience. When you do, you'll be prompted to confirm the upgrade. When you confirm your tenant will be added to the Microsoft Purview Discovery Plan. Administrators can find this plan under Your products in the admin center. This plan has no cost and simply grants access to the new experience.

If a global or billing admin attempts this upgrade, they'll receive an error. Currently you need to retry with a user that isn't a global or billing admin.

My organization wants to continue using the classic portal, what link can we use to access it?

Access to classic portal is available using this link.

If I continue to scan or curate assets in the existing classic portal, will the new or updated assets show up in the new portal?

Yes, meanwhile the upgraded account is accessible via both portals, changes in metadata and configurations are visible across classic and new portal.

Can I opt out of migration to the new experience?

Existing Microsoft Purview accounts will stay the same and remain operational in parallel with the new experience for a time. Eventually we'll encourage users to transition to the new experience.

Should I start the upgrade now?

We recommend all Microsoft Purview customers to start the upgrade as soon as possible. New features & capabilities would only be made available on the new portal.

What do I need to prepare before the upgrade and what are some areas of considerations to include in my plan?

Prepare your change request. Before upgrade: Microsoft Purview users can navigate Microsoft Purview governance portal only through legacy endpoints:

Portal: web.purview.azure.cn
Endpoint: https://[accountname].purview.azure.cn/

After upgrade: The upgraded account can be accessible via legacy experience and new experience, therefore, to use new experience, make sure your corporate firewalls allow outbound traffic to new endpoints:

Access to classic portal and endpoints
- Portal: web.purview.azure.cn
- Endpoint: https://[accountname].purview.azure.cn/
Access to new portal and endpoints:
- Portal: purview.microsoft.com
- Endpoint: api.purview-service.microsoft.com

Add new endpoints to your corporate firewalls. Even though the classic portal and endpoints are still available, as part of retiring these endpoints, Microsoft suggests planning to include new URLs and endpoints to your firewall. These updates make sure your users' access and applications aren't impacted when the legacy endpoints are retired.
Adjust permissions. The upgraded account can be accessed by users through Microsoft Purview roles, but also new roles are added to your Microsoft Purview account at tenant level. You can manage these roles in new portal:

Data Catalog Curators
Data Estate Insights Readers

What if my organization have multiple Microsoft Purview accounts?

Currently, you can upgrade your primary account. All other Microsoft Purview accounts in your tenant will continue to be accessed via the classic portal. Be prepared to merge those accounts with the primary account when the feature becomes available. Microsoft will notify customers who require to perform more steps to merge these accounts.

We have multiple Microsoft Purview accounts and want to upgrade to use the new portal, which of our accounts should we select as the "primary"?

We suggest that you select the production account, the account that is used by most of your end users, or the one that is the most critical to your daily operations. For more information, see our guide to choosing your primary account.

Now that I can't create a new account, what other options do I have?

Use collections and assign role-based access on those collections to provide granular access control.

How does Microsoft Purview choose the region for the enterprise version of Microsoft Purview?

If your tenant has no Microsoft Purview account: The free version of Microsoft Purview governance solutions is mapped to the same location as your Microsoft 365 instance, and if that's unavailable, then it falls back to using the location geographically closest to your Microsoft Entra ID region. When you upgrade from free to enterprise, the enterprise version will use the same location.
If your tenant has a Microsoft Purview account:
- If your Microsoft Purview account is already upgraded to the new experience, it's using the region it was created in, or the region that was selected during upgrade.
- If you haven't upgraded a Microsoft Purview account to the new experience, if you upgrade an existing account or create a new account to upgrade, the enterprise version will use that account's region.

Microsoft Purview's region is incidental; it doesn't affect your configurations or how you use your data, even if your sources are in another region. Microsoft Purview does all data processing local to your data sources, and doesn't move your data to its own region or store your data. Your data remains securely in its own location, and ingress and egress charges that other Azure products sometimes incur aren't applicable. Regardless of where your data sources are housed, you don't need to change the region your Microsoft Purview account is using to interact with your sources.

If you:

Are trying to create a first Microsoft Purview account in the Azure portal and can't create the account in the selected region due to security policy or data residency constraints, contact support