Kendaks R&D guide

Manage and Govern Data in Azure (Microsoft Purview)

Category: Data Governance

Scenario: A company needs a searchable data catalog, lineage, and PII controls. Example: 'Kendaks Data Office' tracks datasets from ingestion to BI and enforces access rules.

Architecture diagram

High-level view of the main components and data/control flows.

Architecture diagram

Low-level architecture diagram (Visio-style)

Implementation view (networking, security, ops). Click to open full size.

Low-level architecture diagram

Low-level architecture details

(No low-level text provided.)

Step-by-step implementation

Step 1/6
Plan

Define governance operating model

Reference screenshot for Manage and Govern Data in Azure (Microsoft Purview) step 1
Reference portal screenshot (click to zoom). Replace with your tenant capture if needed.
  • Assign roles: data owners, stewards, custodians.
  • Define naming standards and glossary terms.
  • Define classification policy (PII, PCI, HR).
Validation checklist
  • Stakeholders have signed off the scope, SLAs, and data/security requirements.
  • You have documented naming standards, environments, and ownership (RACI).
Zoomed screenshot
Step 2/6
Deploy

Deploy Microsoft Purview account

Reference screenshot for Manage and Govern Data in Azure (Microsoft Purview) step 2
Reference portal screenshot (click to zoom). Replace with your tenant capture if needed.
  • Create Purview account and managed resources.
  • Set up private endpoints if required.
  • Configure permissions and data plane roles.
Validation checklist
  • Deployment completed; smoke tests passed; rollback plan confirmed.
Zoomed screenshot
Step 3/6
Data

Register sources and run scans

Reference screenshot for Manage and Govern Data in Azure (Microsoft Purview) step 3
Reference portal screenshot (click to zoom). Replace with your tenant capture if needed.
  • Register ADLS, SQL, Fabric/Databricks where supported.
  • Configure scan rulesets and schedules.
  • Validate classification results.
Validation checklist
  • The storage/lakehouse/warehouse resources are created and accessible via least privilege.
  • A sample dataset lands successfully and can be queried/read end-to-end.
  • Retention, encryption, and backup settings match requirements.
Zoomed screenshot
Step 4/6
Govern

Glossary, stewardship, and access workflows

Reference screenshot for Manage and Govern Data in Azure (Microsoft Purview) step 4
Reference portal screenshot (click to zoom). Replace with your tenant capture if needed.
  • Build glossary aligned to the business.
  • Assign owners and approve publishing.
  • Use access request workflows and audit trails.
Validation checklist
  • RBAC/roles are assigned to Entra groups (no direct user assignments).
  • Policies/labels/lineage settings are enabled as required.
  • Audit logs are enabled and flowing to the central workspace/SIEM.
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Step 5/6
Integrate

Integrate with analytics platforms

Reference screenshot for Manage and Govern Data in Azure (Microsoft Purview) step 5
Reference portal screenshot (click to zoom). Replace with your tenant capture if needed.
  • Enable lineage from ETL tools where available.
  • Link datasets to reports and dashboards.
  • Use tags to drive policy enforcement.
Validation checklist
  • Connections/authentication succeed and test messages/records flow through.
  • Retries/DLQ/error handling are configured and validated with a forced failure.
Zoomed screenshot
Step 6/6
Monitor

Measure adoption and compliance

Reference screenshot for Manage and Govern Data in Azure (Microsoft Purview) step 6
Reference portal screenshot (click to zoom). Replace with your tenant capture if needed.
  • Track catalog coverage and freshness.
  • Review classification accuracy and false positives.
  • Report governance KPIs monthly.
Validation checklist
  • Logs and metrics are flowing (check Log Analytics / Monitor).
  • Alerts trigger correctly (test alert path to email/Teams/ITSM).
Zoomed screenshot

Video tutorials

References