Microsoft Purview Integration

Integrating Microsoft Purview with Qualytics enables seamless metadata synchronization between the two platforms. Once connected, Qualytics can push quality scores, anomaly data, and metadata to your Purview catalog, providing a unified view of data quality across your organization.

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Prerequisites

Before you begin, ensure that:

• You already have a Microsoft Purview account

• You have permission to:

  • Create App Registrations in Microsoft Entra ID
  • Assign roles in the Purview governance portal (Collections)

Azure Setup

Before connecting Purview to Qualytics, you need to create a service principal in Azure and configure the necessary permissions.

Create a Service Principal

Qualytics uses a service principal to securely authenticate with Microsoft Purview APIs.

Step 1: Sign in to the Azure portal.

Step 2: Navigate to Microsoft Entra ID and select App registrations from the left sidebar.

Step 3: Click New registration.

Step 4: Fill in the registration form with the following details:

Field	Value
Name	Qualytics-Purview-Integration (or any descriptive name)
Supported account types	Accounts in this organizational directory only (Single tenant)

Step 5: Click Register. After registration, save the Application (client) ID — you will need this later.

Generate a Client Secret

Step 1: In the app registration, go to Certificates & secrets in the left sidebar.

Step 2: Click New client secret, provide a description, select an expiration period, and click Add.

Step 3: Copy the Value immediately and store it securely.

Important

The client secret value is shown only once. Store it securely. This value is your client_secret.

Configure API Permissions

Step 1: In the app registration, open API permissions from the left sidebar and click Add a permission.

Step 2: Search for and select Microsoft Purview, then add the following permissions:

Permission Type	Permission Name
Delegated permissions	Purview.DelegatedAccess
Application permissions	Purview.ApplicationAccess

Step 3: Click Add permissions, then click Grant admin consent and confirm the action.

Purview Setup

After creating the service principal, you need to assign the appropriate roles in the Purview governance portal.

Assign Collection Roles

Step 1: Open the Microsoft Purview governance portal.

Step 2: Select Data Map from the navigation, then click Collections.

Step 3: Select the root collection (the top-level collection with the same name as your Purview account).

Step 4: Open the Role assignments tab and assign the following roles to the service principal:

Role	Purpose
Data Curator	Access Catalog data plane
Data Source Administrator	Access Scanning data plane
Collection Admin	Access Account & Metadata policy data planes
Policy Author	Access DevOps policies API

Note

You may assign roles to a sub-collection instead of the root collection, but API access will be limited to that scope.

Gather Connection Details

Step 1: In the Azure portal, open your Purview account and go to Settings and properties.

Step 2: Copy the Atlas endpoint and remove /catalog from the end of the URL.

Example:

https://<purview-tenant-id>-api.purview-service.microsoft.com

Step 3: Copy the Managed Identity tenant ID from the same page.

Add Purview Integration

Now you can configure the integration in Qualytics using the credentials you gathered.

Step 1: Log in to your Qualytics account and click Settings on the left side panel.

Step 2: Click on the Integration tab.

Step 3: Click the Connect button next to Microsoft Purview.

A modal window titled Add Purview Integration appears. Fill in the connection properties:

REF.	Field	Description
1.	Purview Account URL	The Atlas endpoint without /catalog (e.g., https://your-account.purview.azure.com)
2.	Tenant ID	The Managed Identity tenant ID from your Purview account
3.	Client ID	The Application (client) ID from your app registration
4.	Client Secret	The client secret value you generated

Step 4: Click Save to create the integration.

Step 5: Once the integration is set up, it will appear in your integrations list.

Integration Complete

Your Microsoft Purview account is now successfully connected to Qualytics and ready for catalog, scanning, and governance operations.

Synchronization

After the integration is configured, you can synchronize metadata between Qualytics and Purview.

Step 1: Click the vertical ellipsis next to the Purview integration and select Sync from the dropdown.

Step 2: Select the synchronization options and click Start.

Troubleshooting

Issue	Solution
Authentication failed	Verify that the Client ID and Client Secret are correct and the secret has not expired
Insufficient permissions	Ensure all required roles are assigned to the service principal in Purview
Invalid endpoint	Confirm the Purview Account URL does not include /catalog at the end
Tenant mismatch	Verify the Tenant ID matches your Azure Active Directory tenant

Tip

If you encounter persistent issues, check the Azure portal for any error messages in the app registration's sign-in logs.