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Energy BI Governance, Good Practices: Establishing Azure Purview for Energy BI


Power BI Governance, Good Practices: Setting up Azure Purview for Power BI

Microsoft newly introduced a bit of very thrilling information that Azure Purview now helps Energy BI. That is large information from a knowledge governance perspective. Azure Purview is the subsequent era of Azure Information Catalog with extra metadata discovery energy and the flexibility to make use of sensitivity labels. After studying the information, I instantly determined to arrange my take a look at atmosphere and provides it a go. I adopted the steps talked about in this text on the Microsoft documentation web site however I confronted some difficulties to get it to work. And right here we’re, one other weblog put up that can assist you to arrange the Azure Purview for Energy BI.

Be aware: On this weblog put up I’m not intending to elucidate what Azure Purview is. You could find heaps of helpful info right here.

Creating an Azure Purview Useful resource

We first have to have an Azure subscription, if you happen to don’t have, don’t fear, you can begin your Azure free trial subscription right here. The next steps clarify tips on how to arrange Azure Purview for Energy BI:Login to the Azure Portal

  1. Click on Create a useful resource button
Creating Azure Purview resource in Azure Portal
Creating Azure Purview useful resource in Azure Portal

2. Sort in Purview within the search field

3. Click on Azure Purview

Searching for Purview resource in Azure Portal
Looking for Purview useful resource in Azure Portal

4. Click on the Create button

5. Choose your Subscription

6. Choose a Useful resource group or Create new if you happen to don’t have any

7. Sort in a reputation within the Purview account title textual content field

8. Choose the Location

9. Click on Assessment + Create (if you happen to require to do extra configurations click on Subsequent:Configuration > button)

Creating Azure Purview Account
Creating Azure Purview Account

At this level, Azure validates the configurations and necessities. You might get an error message like under:

Validation failed with error: The template deployment 'Microsoft.AzurePurviewGalleryPackage-purviewpurview' isn't legitimate based on the validation process. The monitoring id is 'xxx'. See internal errors for particulars.
Detailed error(s):
21005 - The useful resource suppliers Microsoft.Storage and Microsoft.EventHub will not be registered for subscription xxx.
Azure Purview validation failed
Azure Purview validation failed

If that’s the case as per the error message, you haven’t registered a Storage and an EventHub sources for the chosen subscription. In my case, it was a lacking EventHub registration solely. The Purview service requires a registered EventHub to have the ability to run scheduled scans. So we first have to register the lacking sources earlier than we will proceed with the Purview registration course of. If this isn’t the case, then go to step 10.

So, open one other tab in your browser and navigate to the Azure Portal once more and observe the steps under:

A. Click on Subscriptions

B. Choose the specified subscription

C. Click on Useful resource suppliers

D. Seek for EventHub

E. Choose Microsoft.EventHub

F. Click on the Register button

Registering EventHub in Azure Subscription
Registering EventHub in Azure Subscription

After registration is succeeded, return to your Purview web page in your browser and click on the Earlier button then click on Create as soon as once more. This time it’s a must to go the validation.

10. Click on the Create button

Purview validation passed
Purview validation handed

11. Now the Purview deployment course of begins. Await the deployment to finish then click on Go to useful resource button.

Purview deployment process completed
Purview deployment course of accomplished

We are actually efficiently created the Purview service. Earlier than we begin utilizing the service by clicking Open Purview Studio, we have to undergo another settings to make the Purview capable of uncover our Energy BI property.

Opening Purview Studio
Opening Purview Studio

Registering and Scanning Energy BI Tenant in Azure Purview

Up to now we efficiently created a brand new occasion of Azure Purview service. However the Purview service must entry our Energy BI tenant to have the ability to uncover the property. Part of the method of making a brand new occasion of Azure Purview is creating a brand new service principal. To guarantee that the Purview service can entry our Energy BI tenant we have to undergo some extra configuration steps:

  • Creating a brand new safety group in Azure Energetic Listing or throughout the M365 Admin Centre. Should you want to make use of an present safety group merely skip this step
  • Including the service principal created for the Purview to the safety group
  • Permitting service principals to make use of Energy BI APIs in Energy BI Admin Portal
  • Registering Energy BI Tenant inside Azure Purview and Scan

Create a brand new safety group in Azure Energetic Listing

As talked about above we will additionally create a brand new safety group from the M365 Admin Centre which you’ll select to make use of if you’re an M365 administrator. Once more, if you want to make use of an present safety group skip this part.

The next steps present tips on how to create a brand new safety group in Azure Energetic Listing:

  1. In Azure Portal click on Azure Energetic Listing
  2. Click on Teams
  3. Click on New group
  4. Choose Safety from the Group sort
  5. Sort in a Group title
  6. Click on Create
Creating a new security group in Azure Active Directory
Creating a brand new safety group in Azure Energetic Listing

Including the Purview Service Principal as a Member in a Safety Group

  1. After the safety group is created click on on it
  2. Click on Members
  3. Click on Add members
  4. Search for the service principal created for Purview; its title have to be the identical as your Purview occasion. In my case it’s purview-for-powerbi
  5. Click on to pick the service principal
  6. Click on the Choose button
Adding the Purview Service Principal as a Member in a Security Group
Including the Purview Service Principal as a Member in a Safety Group

Permitting service principals to make use of Energy BI APIs in Energy BI Admin Portal

Up to now we created a brand new safety group and added the Purview service principal as a member of the safety group. We now require to permit service principals to make use of Energy BI API. This can be a setting accessible throughout the Energy BI Admin Portal. You require to be a Energy BI administrator to have the ability to entry the Energy BI Admin Portal as defined under:

  1. Login to your Energy BI Service utilizing a Energy BI Administrator account then click on Settings
  2. Click on Admin portal
  3. Click on Tenant settings
  4. Scroll down to seek out Developer settings part
  5. Develop the Permit service principals to make use of Energy BI APIs
  6. Allow the toggle
  7. Click on Particular safety teams
  8. Enter the title of the brand new safety group created earlier
  9. Click on Apply
  10. Develop the Permit service principals to make use of read-only Energy BI Admin APIs
  11. Allow the toggle
  12. The Particular safety group is already chosen
  13. Enter the title of the brand new safety group created earlier
  14. Click on Apply
Allowing service principals to use Power BI APIs in Power BI Admin Portal
Permitting service principals to make use of Energy BI APIs in Energy BI Admin Portal

Registering Energy BI Tenant inside Azure Purview and Scan

Now that now we have come this far it’s time to use the Purview and register the Energy BI Tenant, get it scanned and see its discovery energy. Comply with the steps under to register and scan your Energy BI Tenant:

  1. From the Azure Portal click on the Purview useful resource
  2. Click on Open Purview Studio. This opens the Purview Studio in a brand new tab in your browser. You can even open the Purview Studio instantly within the browser utilizing the https://net.purview.azure.com/ URL
  3. Click on Register sources
Navigating to Purview Studio
Navigating to Purview Studio
  1. Click on Register (you possibly can click on a set by clicking the New assortment button)
  2. Choose Energy BI from the checklist
  3. Click on Proceed
Registering Power BI Tenant in Purview
Registering Energy BI Tenant
  1. Enter a Identify for the useful resource
  2. Be aware that your Energy BI Tenant ID is already detected
  3. Click on End (you possibly can choose a set if you have already got one or you possibly can create a set from the Choose a set dropdown. However this isn’t obligatory, so I depart it empty)
Registering Power BI Tenant in Purview
  1. This creates a Energy BI supply, click on New Scan
  2. Enter a Identify
  3. Be aware that the one Authentication methodology is Managed Id. It is because my Energy BI tenant exists in the identical Azure subscription
  4. Click on Proceed
Creating a new Scan for a Power BI source in Azure Purview
Creating a brand new Scan for a Energy BI supply in Azure Purview
  1. Now you can schedule a recurring scan or create a full scan by deciding on as soon as (I choose as soon as)
  2. Click on Proceed
Selecting scheduling options to trigger a Purview scan
Deciding on scheduling choices to set off a Purview scan
  1. Click on Save and Run
Save and run the Purview scan
Save and run the Purview scan

Now now we have to attend until the scan is accomplished. After completion:

  1. Click on House
  2. Click on Browse property
  3. Click on Energy BI
Browsing Assets in Purview
Searching Property in Purview
  1. You may see an inventory of all of your Workspaces, click on a Workspace
  2. Click on a dataset Asset to see the main points
Browsing a Power BI Workspace in Azure Purview
Searching a Energy BI Workspace in Azure Purview
  1. From right here you have got a few choices, you possibly can see the Lineage, which is my favorite, you possibly can see Contacts or Associated property by clicking a corresponding tab. The next picture exhibits the Lineage tab:
  2. You may click on the Open in Energy BI button to open the asset in Energy BI Service
Lineage view in Azure Purview
Lineage view in Azure Purview

Examine this out if you’re questioning how a lot Azure Purview prices you.

As at all times, I’m comfortable to learn your feedbacks, so share your ideas with me within the feedback part under.

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