How to integrate MS Purview with on prem File servers and with M365 services (SPO, EXO, OneDrive etc.)?

Question

How to integrate MS Purview with on prem File servers and with M365 services (SPO, EXO, OneDrive etc.)?

Rakesh Singh 415

Hi,

Need some clarification on below points:

1- How would we configure on prem file servers as data source for MS Purview? Would it be just the way we setup on prem SQL servers with Purview using Self hosted integration runtime? If not, can you explain a little on this? Share an article if possible that talks about this.

2- In general, it is being said or stated that purview also scans and manages the data plan for M365 services as well. However, I have not seen any article or anything that explains how is it setup and how it works? I also read it utilizes MIP (Microsoft information protection), however, couldn't find any article explain how they are connected and being used in this scenario.

Would request to provide some clarification and insight in this.

Harsh Gupta 0 Reputation points

2025-01-21T16:24:44.7766667+00:00
Configuring on-prem file servers as a data source for Microsoft Purview is similar to setting up on-prem SQL servers using a Self-Hosted Integration Runtime (SHIR). Here's how:

Prerequisites: Ensure you have the enterprise version of Microsoft Purview or an active account using the classic governance portal. You'll also need to be a Data Source Administrator and Data Reader to register a source in the Microsoft Purview Data Map ¹.

Set up Self-Hosted Integration Runtime: Create and configure a SHIR to connect your on-prem file servers to Microsoft Purview. This will enable data scanning and ingestion ¹.

Register File Server: Register your on-prem file server as a data source in Microsoft Purview. Provide a friendly name, server endpoint, and authentication details ¹.

Regarding your second question, Microsoft Purview does scan and manage data plans for M365 services. Here's how it works:

Microsoft Information Protection (MIP): MIP is a crucial component in Microsoft Purview, enabling data classification, labeling, and protection. MIP utilizes sensitivity labels to classify and protect data across M365 services ².

Data Connectors: Microsoft Purview uses data connectors to integrate with various data sources, including M365 services. These connectors enable data scanning, classification, and management ².

Data Map: The Microsoft Purview Data Map provides a unified view of your data landscape, including data from M365 services. This enables data discovery, classification, and governance across your organization ².

While I couldn't find a specific article explaining the setup and connection between Microsoft Purview, MIP, and M365 services, Microsoft's official documentation provides detailed information on these topics ² ¹.
Rakesh Singh 415 Reputation points

2025-01-22T18:05:37.81+00:00

Thanks Harsh and Chandra. This is really helpful.

I am not getting an option to mark any of these answers as "Accept answer" though.
Chandra Boorla 15,455 Reputation points Microsoft External Staff Moderator

2025-01-22T18:22:37.5466667+00:00

@Rakesh Singh

Glad to hear that you found it helpful. If this answers your query, do click Accept Answer and Yes for was this answer helpful. And, if you have any further query do let us know.

Answer accepted by question author

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Harsh Gupta 0 Reputation points

2025-01-21T16:24:44.7766667+00:00

Configuring on-prem file servers as a data source for Microsoft Purview is similar to setting up on-prem SQL servers using a Self-Hosted Integration Runtime (SHIR). Here's how:

Prerequisites: Ensure you have the enterprise version of Microsoft Purview or an active account using the classic governance portal. You'll also need to be a Data Source Administrator and Data Reader to register a source in the Microsoft Purview Data Map ¹.

Set up Self-Hosted Integration Runtime: Create and configure a SHIR to connect your on-prem file servers to Microsoft Purview. This will enable data scanning and ingestion ¹.

Register File Server: Register your on-prem file server as a data source in Microsoft Purview. Provide a friendly name, server endpoint, and authentication details ¹.

Regarding your second question, Microsoft Purview does scan and manage data plans for M365 services. Here's how it works:

Microsoft Information Protection (MIP): MIP is a crucial component in Microsoft Purview, enabling data classification, labeling, and protection. MIP utilizes sensitivity labels to classify and protect data across M365 services ².

Data Connectors: Microsoft Purview uses data connectors to integrate with various data sources, including M365 services. These connectors enable data scanning, classification, and management ².

Data Map: The Microsoft Purview Data Map provides a unified view of your data landscape, including data from M365 services. This enables data discovery, classification, and governance across your organization ².

While I couldn't find a specific article explaining the setup and connection between Microsoft Purview, MIP, and M365 services, Microsoft's official documentation provides detailed information on these topics ² ¹.
Rakesh Singh 415 Reputation points

2025-01-22T18:05:37.81+00:00

Thanks Harsh and Chandra. This is really helpful.

I am not getting an option to mark any of these answers as "Accept answer" though.
Chandra Boorla 15,455 Reputation points Microsoft External Staff Moderator

2025-01-22T18:22:37.5466667+00:00

@Rakesh Singh

Glad to hear that you found it helpful. If this answers your query, do click Accept Answer and Yes for was this answer helpful. And, if you have any further query do let us know.

Answer 1

Hi @Rakesh Singh

Greetings & Welcome to Microsoft Q&A forum! Thanks for posting your query!

Thank you for your questions about integrating Microsoft Purview with on-premises file servers and Microsoft 365 services. Here is a detailed explanation of how it works with on-premises file servers and Microsoft 365 services:

How would we configure on prem file servers as data source for MS Purview? Would it be just the way we setup on prem SQL servers with Purview using Self hosted integration runtime? If not, can you explain a little on this? Share an article if possible that talks about this.

To configure on-premises file servers as a data source for Microsoft Purview, you would indeed use a self-hosted integration runtime, similar to how you set up on-premises SQL servers. The self-hosted integration runtime allows Microsoft Purview to connect to your on-premises data sources securely and extract metadata.

For on-premises file servers, you will need to ensure that the integration runtime is properly configured to access the file shares. This involves setting up the necessary permissions and ensuring that the integration runtime can communicate with both the file server and Microsoft Purview.

For more details, please refer the following documentations that might help you.

In general, it is being said or stated that purview also scans and manages the data plan for M365 services as well. However, I have not seen any article or anything that explains how is it setup and how it works? I also read it utilizes MIP (Microsoft information protection), however, couldn't find any article explain how they are connected and being used in this scenario.

Microsoft Purview can integrate with both on-premises file servers and Microsoft 365 services such as SharePoint Online (SPO), Exchange Online (EXO), and OneDrive. The integration allows for data governance, compliance, and protection across different environments.

To set up Microsoft Purview with Microsoft 365 services, you typically utilize Microsoft Information Protection (MIP) capabilities. MIP provides a framework for classifying, labeling, and protecting sensitive information. The integration process generally involves the following steps:

Configuration of Sensitivity Labels - You need to create and configure sensitivity labels in Microsoft Purview. These labels can then be applied to documents and emails in Microsoft 365 services to enforce protection policies.

Integration with Defender for Cloud Apps - By integrating Microsoft Purview with Defender for Cloud Apps, you can automatically apply sensitivity labels to files stored in cloud applications. This integration enhances visibility and control over sensitive data.

Data Scanning and Classification - Microsoft Purview can scan data stored in on-premises file servers and classify it based on the sensitivity labels defined. This ensures that data governance policies are uniformly applied across both on-premises and cloud environments.

Monitoring and Compliance - Once the integration is set up, you can monitor the data and ensure compliance with organizational policies and regulatory requirements.

For additional information, please refer the following documents:

Create and configure sensitivity labels and their policies

Integrate with Microsoft Purview for information protection

I hope this information helps. Please do let us know if you have any further queries.

Kindly consider upvoting the comment if the information provided is helpful. This can assist other community members in resolving similar issues.

Thank you.

Fabio Santos 0 Reputation points

2025-04-11T12:00:16.9233333+00:00

hi @Chandra Boorla ,

I have some doubts regarding your answer.

I couldn’t find a way to register on-premises file servers as a data source in Purview. The only option I see is Azure Files, which doesn’t apply to on-premises file servers.

The link you provided as an example refers to Azure Files, not on-premises file servers.

So, how can I scan on-premises file servers using a self-hosted integration runtime? Is this supported? If not, is there a recommended workaround?

Thanks
Chandra Boorla 15,455 Reputation points Microsoft External Staff Moderator

2025-04-11T14:00:38.5+00:00

@Fabio Santos

Given that this thread is quite old, I recommend starting a new thread on the same forum with detailed information about your issue. This will help ensure better visibility for your problem within the community.

Thank you for your understanding.
Fabio Santos 0 Reputation points

2025-04-11T14:54:37.24+00:00

thanks @Chandra Boorla

Done. https://learn.microsoft.com/en-us/answers/questions/2247110/purview-scan-on-prem-file-server

Answer 2

Dear Microsoft Technical Support Team,

I would like to inform you that I have successfully set up the Integration Runtime on my Windows 11 Pro virtual machine. It is now connected to my Microsoft Purview portal, and I can see that the Integration Runtime is in a running state.

However, when I try to register a data source in Data Map → Data Sources, I am unable to see the option to add or browse my on-premises folders, data, or files.

Could you please guide me on how to register my on-premises folders or files in the Purview portal?

Thank you for your assistance.

Best regards,

Chetan

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How to integrate MS Purview with on prem File servers and with M365 services (SPO, EXO, OneDrive etc.)?

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