29 April 2025

🏭🗒️Microsoft Fabric: Purview [Notes]

Disclaimer: This is work in progress intended to consolidate information from various sources for learning purposes. For the latest information please consult the documentation (see the links below)! 

Last updated: 29-Apr-2025

[Microsoft Purview] Purview
  • {def} comprehensive data governance and security platform designed to help organizations manage, protect, and govern their data across various environments [1]
    • incl. on-premises, cloud & SaaS applications [1]
    • provides the highest and most flexible level of functionality for data governance in MF [1]
      • offers comprehensive tools for 
        • data discovery
        • data classification
        • data cataloging
  • {capability} managing the data estate
    • {tool} dedicated portal
      • aka Fabric Admin portal
      • used to control tenant settings, capacities, domains, and other objects, typically reserved for administrators
    • {type} logical containers
      • used to control access to data and capabilities [1]
      • {level} tenants
        • settings for Fabric administrators [1]
      • {level} domains
        • group data that is relevant to a single business area or subject field [1]
      • {level} workspaces 
        • group Fabric items used by a single team or department [1]
    • {type} capacities
      • objects that limit compute resource usage for all Fabric workloads [1]
  • {capability} metadata scanning
    • extracts values from data lakes
      • e.g. names, identities, sensitivities, endorsements, etc. 
      • can be used to analyze and set governance policies [1]
  • {capability} secure and protect data
    • assure that data is protected against unauthorized access and destructive attacks [1]
    • compliant with data storage regulations applicable in your region [1]
    • {tool} data tags
      • allows to identity the sensitivity of data and apply data retentions and protection policies [1]
    • {tool} workspace roles
      • define the users who are authorized to access the data in a workspace [1]
    • {tool} data-level controls
      • used at the level of Fabric items
        • e.g. tables, rows, and columns to impose granular restrictions.
    • {tool} certifications
      • Fabric is compliant with many data management certifications
        • incl. HIPAA BAA, ISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27001, ISO/IEC 27701 [1]
  • {feature} OneLake data hub
    • allows users to find and explore the data in their estate.
  • {feature} endorsement
    • allows users to endorse a Fabric item to identity it as of high quality [1]
      • help other users to trust the data that the item contains [1]
  • {feature} data lineage
    • allows users to understand the flow of data between items in a workspace and the impact that a change would have [1]
  • {feature} monitoring hub
    • allows to monitor activities for the Fabric items for which the user has the permission to view [1]
  • {feature} capacity metrics
    • app used to monitor usage and consumption
  • {feature} allows to automate the identification of sensitive information and provides a centralized repository for metadata [1]
  • feature} allows to find, manage, and govern data across various environments
    • incl. both on-premises and cloud-based systems [1]
    • supports compliance and risk management with features that monitor regulatory adherence and assess data vulnerabilities [1]
  • {feature} integrated with other Microsoft services and third-party tools 
    • {benefit} enhances its utility
    • {benefit} streamlines data access controls
      • enforcing policies, and delivering insights into data lineage [1]
  • {benefit} helps organizations maintain data integrity, comply with regulations, and use their data effectively for strategic decision-making [1]
  • {feature} Data Catalog
    • {benefit} allows users to discover, understand, and manage their organization's data assets
      • search for and browse datasets
      • view metadata
      • gain insights into the data’s lineage, classification, and sensitivity labels [1]
    • {benefit} promotes collaboration
      • users can annotate datasets with tags to improve discoverability and data governance [1]
    • targets users and administrator
    • {benefit} allows to discover where patient records are held by searching for keywords [1]
    • {benefit} allows to label documents and items based on their sensitiveness [1]
    • {benefit} allows to use access policies to manage self-service access requests [1]
  • {feature} Information Protection
    • used to classify, label, and protect sensitive data throughout the organization [1]
      • by applying customizable sensitivity labels, users classify records. [1]
      • {concept} policies
        • define access controls and enforce encryption
        • labels follow the data wherever it goes
        • helps organizations meet compliance requirements while safeguarding data against accidental exposure or malicious threats [1]
    • allows to protect records with policies to encrypt data and impose IRM
  • {feature} Data Loss Prevention (DLP)
    • the practice of protecting sensitive data to reduce the risk from oversharing [2]
      • implemented by defining and applying DLP policies [2]
  • {feature} Audit
    • user activities are automatically logged and appear in the Purview audit log
      • e.g. creating files or accessing Fabric items
  • {feature} connect Purview to Fabric in a different tenant
    • all functionality is supported, except that 
      • {limitation} Purview's live view isn't available for Fabric items [1]
      • {limitation} the system can't identify user registration automatically [1]
      • {limitation} managed identity can’t be used for authentication in cross-tenant connections [1]
        • {workaround} use a service principal or delegated authentication [1]
  • {feature} Purview hub
    • displays reports and insights about Fabric items [1]
      • acts as a centralized location to begin data governance and access more advanced features [1]
      • via Settings >> Microsoft Purview hub
      • administrators see information about their entire organization's Fabric data estate
      • provides information about
        • Data Catalog
        • Information Protection
        • Audit
    • the data section displays tables and graphs that analyze the entire organization's items in MF
      • users only see information about their own Fabric items and data

References:
[1] Microsoft Learn (2024) Purview: Govern data in Microsoft Fabric with Purview[link]
[2] Microsoft Learn (2024) Purview: Learn about data loss prevention [link]
[3] Microsoft Learn (2024) [link]

Resources:

Acronyms:
DLP - Data Loss Prevention
M365 - Microsoft 365
MF - Microsoft Fabric
SaaS - Software-as-a-Service

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