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Data health controls in Microsoft Purview (Preview)

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Note

The Microsoft Purview Data Catalog is changing its name to Microsoft Purview Unified Catalog. All the features will stay the same. You'll see the name change when the new Microsoft Purview Data Governance experience is generally available in your region. Check the name in your region.

Data health controls allow your team to analyze and track your health management. Track your journey to complete data governance by monitoring your governance health, and use the provided health controls to track your progress. Data Health Controls are specific measures, processes, and tools implemented to monitor, maintain, and improve the quality, security, and overall health of an organization's data. These controls are part of a broader data governance framework and are essential for ensuring that data remains accurate, consistent, and usable across the organization.

Importance of Data Health Controls:

  • Improved Data Quality: Ensures that data remains accurate, consistent, and reliable for decision-making.
  • Enhanced Security: Protects sensitive data from breaches, unauthorized access, and corruption.
  • Regulatory Compliance: Helps organizations adhere to legal and industry standards for data management.
  • Operational Efficiency: Reduces the time and resources spent on correcting data issues and ensures that data is readily available and usable.
  • Risk Mitigation: Prevents costly errors and data-related risks that can arise from poor data management.

In summary, data health controls are essential components of a comprehensive data governance strategy, helping organizations maintain the integrity, security, and usability of their data assets.

Prerequisites

  • You need data health reader permissions to be able to view Data Estate Health information.
  • You need data health owner permissions to be able to update or edit any health controls.

Limitations

  • Currently, custom controls can't be created.

Access data health controls

  1. Open the Microsoft Purview governance portal and select the Data Catalog.
  2. Select the Health management drop-down.
  3. Select Controls

Now you're on the main data health controls page. This shows your governance scores at the domain level, so you can understand your organization's progress at a glance.

Health controls are rolled up into several categories that can be opened to view their parts. Category scores are an aggregate of the controls underneath them, and show their current score and their target, to pinpoint areas for growth.

Select any category or individual health control for a detailed view.

Available health controls

The currently available health controls are:

Control grouping Control Description
Access and use Self-serve access enablement Percentage of data products that have self-serve policies and workflows enabled.
Compliant data use Percentage of data subscriptions with a provided data use purpose.
Discoverability Data cataloging Percentage of data products that are published by a data product owner in the governance domain.
Data products connection Percentage of data products that have data assets mapped.
Estate Curation Classification and labeling Percentage of data products and governance domains that are classified and labeled.
Health observability Health management monitoring, alerting, and insights
Value creation Business OKRs' alignment Percentage of data products aligned with one or more business OKRs.
Trusted data Data product ownership Percentage of data products that have owners assigned.
Data quality enablement Percentage of data products with a data quality score.
Data product certification Percentage of data products certified by an authorized data product owner in the governance domain.
Metadata quality management Data product useability Percentage of data products that have: a description greater than 100 characters, a parent domain with a description of over 100 characters, and a glossary term with at least a 25 character description.
Linked assets Percentage of data products with at least one linked asset and published glossary term.

Edit health controls

If you're a data health owner you can edit your health controls to:

To edit a control from a control group:

  1. Select the control from a control group or hover over the control and select the Edit pencil button.

    Screenshot of the edit controls in the Microsoft Purview portal.

  2. Add owner name, control description, and domain names.

  3. Select the Save button to save your changes.

    Screenshot of the edit controls details.

Edit a control's domains

  1. Select the control from a control group or hover over the control and select the Edit pencil button.
  2. In the details tab, select the Domains drop-down.
  3. Select all domains you want to include in the score, and deselect any domains you don't want to include.
  4. When you're satisfied, select Save to save your updates.

Activate or deactivate a control

You can deactivate any control so that new scores are no longer included in the roll up to a control group.

  1. Select the control from a control group or hover over the control and select the Edit pencil button.
  2. Select the Active toggle to switch the control to the active or inactive state.
  3. Select Save to save your changes.

Screenshot of the activate or deactivate control.

Configure control thresholds

You can adjust your health control's target score status (Threshold) to reflect your business's goals.

  1. Select the control from a control group or hover over the control and select the Edit pencil button.

  2. Select the Thresholds tab.

    Set threshold

  3. Here are some of the adjustments you can make:

    1. set the overall target score to reflect your goals.
    2. Adjust existing threshold conditions to show any of these statuses:
      • Undefined
      • Health
      • Fair
      • Not Healthy
      • Critical
    3. Add and remove conditions on existing rules to calculate status based on score.
    4. Add or remove Threshold to calculate your status based on score.

    Tip

    If you want to return to the saved calculation before your edits, select the Refresh button in the edit control window.

  4. Once you've made your adjustments, select Save.

Configure control rules

Add rules to the controls to measure the performance of the controls.

  1. Select the control from a control group or hover over the control and select the Edit pencil button.

  2. From the Edit Control page, select Add rule tab to add rules

    Add rule

  3. Search rule from the Data Product rules list and select the rule to add.

  4. select rule and select the OK tab.

  5. Add needed parameter and accept it by selecting the check symbol.

    Rules added

  6. Save changes.

Schedule control refresh

Tip

Default control refresh is daily. The schedule control refresh is triggered only when there is a published data product, not as per the schedule.

The schedule of the control refresh will affect your health management actions and reports, as the controls provide the basis for many of these values. Consider how often you want to evaluate your overall health, and time your refresh accordingly.

  1. From the top left corner of the control page select Schedule refresh.

    Screenshot of the health controls page in health management.

  2. Add Start date

  3. Select refresh frequency Days, Weeks, Months

  4. Set the end date Until this schedule is valid.

  5. Save the configured schedule