“Achieving great data governance standards is not only a possibility, it is also a responsibility. Technology’s potential is, and always must be, rooted in the faith people have in it” – Tim Cook, CEO, Apple

Data is not only an invaluable source for organizations but can also be a liability if not handled well and protected from cyberattacks. While it has the potential to grow your business and amplify your revenue, it can even turn things upside down in the blink of an eye.

With the growing demand for data-driven decision making, businesses these days are collecting, and generating huge amounts of data. While this data can be extremely useful, it can also be a tough challenge to tackle it efficiently. This is where effective data governance plays a crucial role.

According to Gartner, 27% of data used by the largest corporations across the world is erroneous. It also stated that through 2023, 40% of all AI and ML projects will produce poor results due to inaccurate data, algorithms, and biases within the data.

Microsoft Purview, the current talk of the town, promises to be a highly advanced and efficient data governance solution which is being increasingly employed by organizations all over the world. Let’s learn about what actually this Microsoft Purview is, and how it is different and effective from other popular data governance tools and technologies in the market.



What is Microsoft Purview?


Microsoft Purview is a ground-breaking data governance solution that can help your organization govern, protect, and manage data. Even in this age of AI, Purview helps businesses safeguard their data. It aids in giving enterprises complete control over their data, allowing them to manage it efficiently while reducing potential security risks and meeting compliance requirements.


Data Governance


It is a unified suite for data governance, security, and risk management. Microsoft Purview enables you to discover, classify, and manage your data assets across your entire organization, whether they are located on-premises or in the cloud.  It also stands as a unique solution that’s inherently compatible with Microsoft Copilot within the Microsoft 365 ecosystem.

Purview provides integrated coverage and helps address data fragmentation problems across organizations. It is designed to give you visibility into assets across your entire data estate. And, help you leverage that visibility to manage end-to-end data risks and regulatory compliance in a new, more comprehensive, and simpler way.


Data Governance


Distinguishing Features of Microsoft Purview


Microsoft Purview is a data governance solution that helps organizations manage their data across on-premises, multi-cloud, and software-as-a-service (SaaS) environments. Some of the important features that distinguish Purview from other data governance solutions are as follows:

1. Data Governance

Microsoft Purview offers a comprehensive toolset for data governance, including automated data discovery, sensitive data classification, and policy management.

It allows you to create a holistic, up-to-date map of your data estate and make sure that your data is compliant with regulatory requirements.

2. Unified Data Discovery

Purview offers a unified approach to data discovery. It allows you to easily access and make sense of data across your entire data estate, saving you a lot of time and effort.

With Purview, you can find data from on-premises databases, cloud databases, SaaS data, and any other data source or platform.

3. Efficient Data Cataloging

Purview’s centralized data catalog allows you to easily manage and organize your data assets. One can create a business glossary, manage metadata, and track data lineage and impact analysis, with the help of Purview.


Microsoft Purview Features

4. Data Lineage and Impact Analysis

Another standout feature of Purview is its ability to provide end-to-end data lineage and impact analysis. This allows you to track data flow across your data estate.

Purview makes it easy to identify data source, trace its lineage, and comprehend its impact on downstream systems.

5. Risk and Compliance Management

Purview’s comprehensive set of tools for risk and compliance management include data classification, policy management, and data protection. 

These tools will ensure that your data is compliant with regulatory requirements and protect it from unauthorized access.


Microsoft Fabric case study


Use Cases of Microsoft Purview


1. Review Office Message Encrypted (OME) Emails 

Microsoft Purview allows legal, HR, or other professionals to review Office Message Encrypted (OME) emails within Purview eDiscovery. This involves leveraging the data discovery and classification capabilities of Purview to identify and catalog OME emails across various data sources, including Office 365 and other repositories. Once identified, Purview can apply automated classification to these emails based on sensitivity and compliance requirements, enabling organizations to enforce appropriate access controls and data protection measures.

2. Scan Documents in OneDrive

Microsoft Purview can be employed for scanning OneDrive as part of its data discovery and classification capabilities. By integrating with OneDrive, Purview can automatically scan and catalog the data stored within OneDrive accounts, providing organizations with a comprehensive view of their data assets. This is particularly beneficial for organizations seeking to gain visibility into the types of data stored in OneDrive, classify the data based on sensitivity, and enforce data governance policies

3. Comprehensive Metadata Management

Microsoft Purview’s metadata management capabilities enable organizations to automatically scan, catalog, and track metadata from diverse data sources. By doing so  businesses can gain comprehensive insights into data lineage, origins, and transformations. By standardizing and enriching metadata, Purview ensures consistency and accuracy, supporting data governance and compliance efforts. Additionally, effective metadata management facilitates data analysis and insights, empowering organizations to make informed decisions based on a clear understanding of data structures and relationships.

4. Design Communication Compliance Policies

Using Microsoft Purview, organizations can design communication compliance policies by leveraging its data discovery and classification capabilities to gain insights into communication data. This includes monitoring and enforcing policies for email, instant messaging, and collaboration platforms to ensure compliance with industry regulations. By aligning communication practices with data protection laws and internal governance standards, organizations can mitigate risks and safeguard sensitive information, thereby promoting secure and compliant communication practices.


Data quality and security


5 Benefits of Microsoft Purview


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Improved Data Collaboration

Microsoft Purview’s centralized data catalog helps enhance data collaboration by facilitating data access to different teams across your organization. This fosters better communication and collaboration between teams, leading to better decision-making and efficient workflows.

Real-time Insights and Monitoring

With its real-time insights and data monitoring capabilities, Microsoft Purview allows you to track data usage, identify potential issues, and take corrective actions. This feature ensures that your data is always up-to-date, accurate, and secure, all the time.

Workflow Automation

Microsoft Purview reduces manual efforts by automating various data management tasks, such as data discovery, classification, and lineage tracking. This saves time and allows your team to focus on more strategic tasks.

Scalability and Integration

Microsoft Purview is highly scalable and has the capability of large volumes of data efficiently. It also integrates with other Microsoft services, such as Azure Data Factory and Power BI, as well as third-party services, making it easy to incorporate into your existing data infrastructure.


Cost Effectiveness

By streamlining data management processes and automating many manual and redundant tasks. Microsoft Purview can minimize your operational costs significantly. It also eliminates the need for multiple data management tools, reducing licensing and maintenance costs.


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Best Practices for Deploying Microsoft Purview


1. Define Clear Objectives

Clearly define the objectives and goals of implementing Purview within your organization. Understand what you aim to achieve with data governance, data discovery, and data cataloging.

2. Establish Governance Policies

Develop and implement data governance policies that align with your organization’s regulatory requirements, security standards, and data management practices.

3. Data Classification and Tagging

Classify and tag your data assets to ensure consistent and accurate metadata management. Establish a taxonomy for organizing and categorizing data assets.

4. Data Source Integration

Integrate a wide range of data sources into Purview to enable comprehensive data discovery and cataloging. This includes Azure services, on-premises data sources, and other cloud services.

5. Data Lineage Tracking 

Leverage Purview’s data lineage capabilities to track the flow of data across your organization’s systems and understand data relationships.


Microsoft Purview Best Practices


6. Collaboration and Access Control

Implement collaboration features within Purview to facilitate teamwork and knowledge sharing. Define access controls to ensure that sensitive data is only accessible to authorized users.

7. Automation and Scheduled Scans

Set up automated scans and data catalog updates to ensure that your data assets are continuously monitored and cataloged.

8. Performance Monitoring and Optimization

Monitor the performance of Purview and optimize its configuration to ensure efficient data discovery and cataloging processes.


Data Governance vs Data Management


Getting Started with Microsoft Purview

With prior experience in leveraging Microsoft Fabric for many prestigious projects, and with guidance from our in-house Microsoft MVP,  the team at Kanerika can efficiently implement Microsoft Purview. Here are some crucial steps in getting started with the Microsoft Purview:

Prepare and Plan in Advance

Before you start implementing Microsoft Purview, you have to prepare and plan accordingly. This stage involves identifying your data governance requirements, defining your data governance policies, and determining the scope of your data governance program.

Set Up Your Infrastructure 

Before getting started with Purview, make sure that your infrastructure is all set. Verify your network, storage, and compute resources that are sufficient to support the solution. Ensure that your security and compliance policies are aligned with Microsoft Purview’s requirements.


Microsoft Purview


Get a User Subscription and License

To use Microsoft Purview, a valid subscription, and license are mandatory. Depending on your data governance requirements, you can choose either the free version or the paid version which has more advanced features.

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Access the Purview Portal

To access the Microsoft Purview portal, sign in to your Microsoft account using your credentials. After you sign in, you’ll be able to access the portal and start using the various data governance solutions provided by Microsoft Purview.


Data Governance


Connect the Data Sources

Connecting your data sources to the solution is essential to use Microsoft Purview. This involves configuring the necessary connectors and APIs to enable data discovery, classification, and tagging. Microsoft Purview supports a wide range of data sources, including Azure storage services, Power BI, SQL databases, and more.

Train Your Team

Make sure that your organization utilizes Microsoft Purview efficiently by giving the users all the necessary training they need. Educate them on the various data governance solutions provided by Microsoft Purview and encourage them to adopt best practices for data governance.

Also read: Exploring Data Governance in Banking: A Key to Success


Kanerika: Your Ideal Choice for Efficient Implementation of Microsoft Purview


Rely on Kanerika to take your data governance standards to new heights. Our innovative data solutions empower organizations to achieve excellence in data management. From meticulous data handling to stringent compliance measures, our data experts can tailor effective solutions that best suit your unique business needs. 

We are an ISO 27001 certified technology consulting firm that leverages advanced technologies and industry-leading expertise to optimize data quality, security, and regulatory adherence. With Kanerika as your trusted partner, you can not only unleash the full potential of your data assets but also mitigate risks and drive sustainable growth. 

Having successfully implemented many Microsoft Fabric solutions previously, Kanerika has earned a reputation for being the clients’ #1 choice when it comes to leveraging the most advanced and complex technologies. With a Microsoft MVP (Most valuable Professional) on board, and a team of seasoned data analytics experts, we assure efficient implementation of Microsoft Purview solutions.

Contact our Microsoft Experts!


Data Governance


Frequently Asked Questions

What is the use of Microsoft Purview?

Microsoft Purview is a data governance solution designed to help organizations manage and govern their data assets across apps, devices, and multi-cloud environments. It enables users to discover, catalog, and classify data, while also providing insights into data lineage and usage. Purview facilitates compliance with data regulations and enhances data security, thereby, empowering organizations to make informed decisions based on trusted data.

Is Microsoft Purview a SaaS or PaaS?

Microsoft Purview is a SaaS offering that provides a unified data governance experience across your entire data estate. It is a cloud-based data governance solution provided by Microsoft that users can access over the internet without needing to install or maintain any software locally.

Is Microsoft Purview a SaaS or PaaS?

Microsoft Purview is a SaaS offering that provides a unified data governance experience across your entire data estate. It is a cloud-based data governance solution provided by Microsoft that users can access over the internet without needing to install or maintain any software locally.

Who Should Consider Microsoft Purview?

Microsoft Purview can provide effective data governance solutions to organizations of all types and sizes. Businesses with large and complex data structures, strict compliance requirements, and those companies that prioritize data privacy and security must leverage the potential of Purview for better data management and security.

How is Microsoft Purview different from Azure Purview?

While Azure Purview was a data governance solution that was part of the Azure Data Platform, Microsoft Purview is the new unified data governance solution that combines the capabilities of Azure Purview and the former Microsoft 365 Compliance portfolio under one brand.

How to get a Microsoft Purview certification?

Microsoft offers a certification program for Microsoft Purview. The certification exam is designed to test your knowledge of data governance concepts and how to use Microsoft Purview to manage and govern data. Those who want to get this certification, must  prepare for the exam by taking online courses and studying the official Microsoft Purview documentation.

What is Purview portal?

The Purview portal is a web-based interface that provides a unified view of your data estate. You can use the portal to discover, understand, and manage your data assets across your entire data estate. The portal includes features like data discovery, data lineage, data classification, and more.

What is Microsoft purview DLP?

Microsoft Purview DLP (Data Loss Prevention) is a comprehensive solution designed to help organizations protect sensitive information and prevent its unauthorized disclosure. It leverages advanced technologies to identify, monitor, and safeguard sensitive data across various platforms and services. By utilizing machine learning and policy-driven controls, Microsoft Purview DLP enables organizations to establish and enforce data protection measures, ensuring compliance with regulations and mitigating the risk of data breaches.