Connect to and manages an Azure Database for PostgreSQL in Microsoft Purview

This article outlines how to register an Azure Database for PostgreSQL deployed with single server deployment option, and how to authenticate and interact with an Azure Database for PostgreSQL in Microsoft Purview. For more information about Microsoft Purview, read the introductory article.

Supported capabilities

Metadata Extraction	Full Scan	Incremental Scan	Scoped Scan	Classification	Labeling	Access Policy	Lineage	Data Sharing	Live view
Yes	Yes	No	Yes	Yes	Yes	No	Limited**	No	No

** Lineage is supported if dataset is used as a source/sink in Data Factory Copy activity

Important

Microsoft Purview only supports single server deployment option for Azure Database for PostgreSQL. Versions 8.x to 12.x

Prerequisites

• An Azure account with an active subscription. Create an account for free.

• An active Microsoft Purview account.

• You'll need to be a Data Source Administrator and Data Reader to register a source and manage it in the Microsoft Purview governance portal. See our Microsoft Purview Permissions page for details.

Register

This section describes how to register an Azure Database for PostgreSQL in Microsoft Purview using the Microsoft Purview governance portal.

Authentication for registration

Currently, to be able to manage and interact with an Azure Database for PostgreSQL single server, only SQL Authentication is supported.

SQL Authentication

Connecting to an Azure Database for PostgreSQL database requires the fully qualified server name and login credentials. You can follow the instructions in CONNECT AND QUERY to create a login for your Azure Database for PostgreSQL if you don't have this available. You'll need username and password for the next steps.

1. If you don't have an Azure Key vault already, follow this guide to create an Azure Key Vault.
2. Navigate to your key vault in the Azure portal
3. Select Settings > Secrets
4. Select + Generate/Import and enter the Name and Value as the password from your Azure PostgreSQL Database
5. Select Create to complete
6. If your key vault isn't connected to Microsoft Purview yet, you'll need to create a new key vault connection
7. Finally, create a new credential of type SQL authentication using the username and password to set up your scan

Steps to register

To register a new Azure Database for PostgreSQL in Microsoft Purview Unified Catalog, do the following:

1. Open the Microsoft Purview governance portal by:

   • Browsing directly to https://web.purview.azure.com and selecting your Microsoft Purview account.
   • Opening the Azure portal, searching for and selecting the Microsoft Purview account. Selecting the the Microsoft Purview governance portal button.

2. Select Data Map on the left navigation.

3. Select Register

4. On Register sources, select Azure Database for PostgreSQL. Select Continue.

On the Register sources Azure Database for PostgreSQL screen, do the following:

1. Enter a Name for your data source. This will be the display name for this data source in your Catalog.
2. Select From Azure subscription, select the appropriate subscription from the Azure subscription drop-down box and the appropriate server from the Server name drop-down box.
3. Select Register to register the data source.

Scan

Follow the steps below to scan an Azure Database for PostgreSQL database to automatically identify assets and classify your data. For more information about scanning in general, see our introduction to scans and ingestion

Create and run scan

To create and run a new scan, do the following:

1. Select the Data Map tab on the left pane in the Microsoft Purview governance portal.

2. Select the Azure Database for PostgreSQL source that you registered.

3. Select New scan

4. Choose either the Azure integration runtime if your source is publicly accessible, a managed virtual network integration runtime if using a managed virtual network, or a self-hosted integration runtime if your source is in a private virtual network. For more information about which integration runtime to use, see the choose the right integration runtime configuration article.

5. Select the credential to connect to your data source.

   

6. You can scope your scan to specific folders or subfolders by choosing the appropriate items in the list.

   

7. Then select a scan rule set. You can choose between the system default, existing custom rule sets, or create a new rule set inline.

   

8. Choose your scan trigger. You can set up a schedule or run the scan once.

   

9. Review your scan and select Save and run.

View your scans and scan runs

To view existing scans:

1. Go to the Microsoft Purview portal. On the left pane, select Data map.
2. Select the data source. You can view a list of existing scans on that data source under Recent scans, or you can view all scans on the Scans tab.
3. Select the scan that has results you want to view. The pane shows you all the previous scan runs, along with the status and metrics for each scan run.
4. Select the run ID to check the scan run details.

Manage your scans

To edit, cancel, or delete a scan:

1. Go to the Microsoft Purview portal. On the left pane, select Data Map.

2. Select the data source. You can view a list of existing scans on that data source under Recent scans, or you can view all scans on the Scans tab.

3. Select the scan that you want to manage. You can then:

   • Edit the scan by selecting Edit scan.
   • Cancel an in-progress scan by selecting Cancel scan run.
   • Delete your scan by selecting Delete scan.

Note

• Deleting your scan does not delete catalog assets created from previous scans.

Next steps

Now that you've registered your source, follow the below guides to learn more about Microsoft Purview and your data.

• Data Estate Insights in Microsoft Purview
• Lineage in Microsoft Purview
• Search Unified Catalog