Manage data sources in Microsoft Purview

In this article, you learn how to register new data sources, manage collections of data sources, and view sources in Microsoft Purview.

Register a new source

Note

You'll need to be a Data Source Admin and one of the other Purview roles (for example, Data Reader or Data Share Contributor) to register a source and manage it in the Microsoft Purview governance portal. See our Microsoft Purview Permissions page for details on roles and adding permissions.

Use the following steps to register a new source:

  1. Open the Microsoft Purview governance portal, navigate to the Data Map, Sources, and select Register.

    Screenshot of the Microsoft Purview governance portal.

  2. Select a source type. This example uses Azure Blob Storage. Select Continue.

    Screenshot showing selecting a data source type in the Register sources page.

  3. Fill out the form on the Register sources page. Select a name for your source and enter the relevant information. If you chose From Azure subscription as your account selection method, the sources in your subscription appear in a dropdown list.

  4. Select Register.

Important

Most data sources have additional information and prerequisites to register and scan them in Microsoft Purview. For a list of all available sources, and links to source-specific instructions for registeration and scanning, see our supported sources article.

View sources

You can view all registered sources on the Data Map tab of the Microsoft Purview governance portal. There are two view types:

Map view

In Map view, you can see all of your sources and collections. In the following image we can see the root collection at the top, called ContosoPurview. Two sources are housed in the root collection: An Azure Data Lake Storage Gen2 source and a Power BI source. There are also five subcollections: Finance, Marketing, Sales, Development, and Outreach.

Screenshot of the Microsoft Purview data source map view.

Each of the subcollections can be opened and managed from the map view by selecting the + button. You can also register a new source by selecting the register source button, or view details by selecting View details.

Screenshot the map view showing the Root collection and the finance subcollection with its resource and subcollections expanded.

Table view

In the table view, you can see a sortable list of sources. Hover over the source for options to edit, begin a new scan, or delete.

Screenshot of the Microsoft Purview data source list view.

Manage collections

You can group your data sources into collections. To create a new collection, select + New collection on the Sources page of the Microsoft Purview governance portal. Give the collection a name and select None as the Parent. The new collection appears in the map view.

To add sources to a collection, select the Edit pencil on the source and choose a collection from the Select a collection drop-down menu.

To create a hierarchy of collections, assign higher-level collections as a parent to lower-level collections. In the following image, ContosoPurview is a parent to the Finance collection, which contains an Azure SQL Database source and two subcollections: Investment and Revenue. You can collapse or expand collections by selecting the circle attached to the arrow between levels.

Screenshot of a hierarchy of collections in the Microsoft Purview governance portal.

Tip

You can remove sources from a hierarchy by selecting None for the parent. Unparented sources are grouped in a dotted box in the map view with no arrows linking them to parents.

Next steps

Learn how to discover and govern various data sources: