Metadata quality in Microsoft Purview

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.

Metadata quality is a low-code/no code experience for data stewards and members of the Chief Data Officer’s office, to write any logic to test the metadata health and quality. Data stewards can write complex logic without worrying about coding, and immediately see results in the data catalog. Metadata quality comes with a set of predefined logic for each control, that you can read about in the health controls article. As a data steward, you can add more rules to the existing logic, and at the next refresh of the health controls, the new metadata quality logic will be applied to all the metadata, based on the scope (data product or governance domain or any other entity).

Prerequisites

• You need data health owner permissions to be able to update and manage metadata quality.

Access metadata quality

1. Open the Microsoft Purview governance portal and select the Data Catalog.

2. Select the Health management drop-down.

3. Select Metadata quality

   

Here on the main page you can see the full list of existing controls and the rules for the selected control.

Add a metadata quality control rule

1. On the metadata quality page, select any control to see its list of controls.

   

2. You can add a new rule by selecting the + Add rule button.

3. The add rule page opens with a list of all available rules for your current scope. (Example scope: Data product)

   

4. Select a rule, and select OK.

   

5. Select any more parameters required to complete the logic (For example, select the number of data assets with a classification count)

   

6. Select the checkmark button.

7. Select Save changes to save your updates.

   

Note

As the metadata quality rules run, all pass check contribute to health control scores, and all failed checks contribute to health control actions.

Edit a metadata quality control rule

1. On the metadata quality page, select any control to see its list of controls.

   

2. Hover over any existing rule and select the pencil icon to edit, or the trash can icon to delete.

3. If you edit, update any rule logic and select the check mark button.

4. Select Save changes to save your changes.

Combine rules

1. Select the checkbox next to more than one rule, then select the Combine rules button.
2. Select whether you want to combine the rules with the OR or AND operator.
3. Select Save changes to save your updates.

Reset all rules

At any time you can reset all rules back to their default using the Reset button. If you do, you'll lose any customizations you've made.

Set severity

You can set the severity of your controls, to edit how they'll appear in the health actions when there are rule failures.

1. Open the Microsoft Purview governance portal and select the Data Catalog.

2. Select the Health management drop-down.

3. Select Metadata quality.

4. Select Configure severity.

   

5. Select a control category, then select your control.

6. For each control you can set the severity to one of these options: Low, Medium, High

7. Select Save to save your changes.

8. When metadata quality rules are run, your health actions will be updated according to your new settings.

   

Default actions

Here's a list of the default actions that are available out of the box:

Finding type	Finding subtype	Finding Name	Severity
Access and use	Compliant data use	Missing terms of use on data products	Medium
	Self-serve access enablement	Missing access policy on data products	Medium
Discoverability	Data cataloging	Data product not linked to data assets	High
		Missing description on data products	High
		Missing published glossary terms on data products	High
		Missing use case on data products	High
	Data products connection	Data product not linked to data assets	Medium
Estate curation	Classification and labeling	Missing classification on data assets	Medium
Health observability	Health management monitoring, alerting, and insights
Metadata quality management	Data product usability	Governance domain description length is fewer than 100 characters	Medium
		Data product description length is fewer than 100 characters	Medium
		Published glossary term's description length is fewer than 25 characters	Medium
	Linked assets	Data product description length is fewer than 100 characters	Medium
		Missing published glossary terms on data product	High
Trusted data	Data product certification	Data product isn't endorsed	Low
	Data product ownership	Missing owners on data assets	High
		Missing owners on data products	High
	Data quality enablement	Missing data quality scores on data assets	Medium
Value creation	Business OKRs alignment	Missing OKRs on data products	Medium

Limitations

Currently you can edit and manage existing health control metadata quality, but can't create new controls.

Next steps

• Health actions