data governance
29 TopicsGoverning Entra‑Registered AI Apps with Microsoft Purview
As the enterprise adoption of AI agents and intelligent applications continues to accelerate, organizations are rapidly moving beyond simple productivity tools toward autonomous, Entra‑registered AI workloads that can access, reason over, and act on enterprise data. While these capabilities unlock significant business value, they also introduce new governance, security, and compliance risks—particularly around data oversharing, identity trust boundaries, and auditability. In this context, it becomes imperative to govern AI interactions at the data layer, not just the identity layer. This is where Microsoft Purview, working alongside Microsoft Entra ID, provides a critical foundation for securing AI adoption—ensuring that AI agents can operate safely, compliantly, and transparently without undermining existing data protection controls. Lets look at the role of each solution Entra ID vs Microsoft Purview A very common misconception is that Purview “manages AI apps.” In reality, Purview and Entra serve distinct but complementary roles: Microsoft Entra ID Registers the AI app Controls authentication and authorization Enforces Conditional Access and identity governance Microsoft Purview Governs data interactions once access is granted Applies classification, sensitivity labels, DLP, auditing, and compliance controls Monitors and mitigates oversharing risks in AI prompts and responses Microsoft formally documents this split in its guidance for Entra‑registered AI apps, where Purview operates as the data governance and compliance layer on top of Entra‑secured identities. Lets look at how purview governs the Entra registered AI apps. Below is the high level reference architecture which can be extended to low level details 1. Visibility and inventory of AI usage Once an AI app is registered in Entra ID and integrated with Microsoft Purview APIs or SDK, Purview can surface AI interaction telemetry through Data Security Posture Management (DSPM). DSPM for AI provides: Visibility into which AI apps are being used Which users are invoking them What data locations and labels are touched during interactions Early indicators of oversharing risk This observability layer becomes increasingly important as organizations adopt Copilot extensions, custom agents and third‑party AI apps. 2. Classification and sensitivity awareness Purview does not rely on the AI app to “understand” sensitivity. Instead the Data remains classified and labeled at rest. AI interactions inherit that metadata at runtime Prompts and responses are evaluated against existing sensitivity labels If an AI app accesses content labeled Confidential or Highly Confidential, that classification travels with the interaction and becomes enforceable through policy. This ensures AI does not silently bypass years of data classification work already in place. 3. DLP for AI prompts and responses One of the most powerful but yet misunderstood purview capabilities is the AI‑aware DLP. Using DSPM for AI and standard Purview DLP: Prompts sent to AI apps are inspected Responses generated by AI can be validated Sensitive data types (PII, PCI, credentials, etc.) can be blocked, warned, or audited Policies are enforced consistently across M365 and AI workloads Microsoft specifically highlights this capability to prevent sensitive data from leaving trust boundaries via AI interactions. 4. Auditing and investigation Every AI interaction governed by Purview can be recorded in the Unified Audit Log, enabling: Forensic investigation Compliance validation Insider risk analysis eDiscovery for legal or regulatory needs This becomes critical when AI output influences business decisions and regulatory scrutiny increases. Audit records treat AI interactions as first‑class compliance events, not opaque system actions 5. Oversharing risk management Rather than waiting for a breach, Purview proactively highlights oversharing patterns using DSPM: AI repeatedly accessing broadly shared SharePoint sites High volumes of sensitive data referenced in prompts Excessive AI access to business‑critical repositories These insights feed remediation workflows, enabling administrators to tighten permissions, re‑scope access, or restrict AI visibility into specific datasets. In a nutshell, With agentic AI accelerating rapidly, Microsoft has made it clear that organizations must move governance closer to data, not embed it into individual AI apps. Purview provides a scalable way to enforce governance without rewriting every AI workload, while Entra continues to enforce who is allowed to act in the first place. This journey makes every organizations adopt Zero Trust at scale as its no longer limited to users, devices, and applications; It must now extend to AI apps and autonomous agents that act on behalf of the business. If you find the article insightful and you appreciate my time, please do not forget to like it 🙂23Views0likes0CommentsIntegrate MS Purview with ServiceNow for Data Governance
Hi team, We are planning to leverage Microsoft Purview for core Data Governance (DG) capabilities and build the remaining DG functions on ServiceNow. We have two key questions as we design the target‑state architecture: 1. What is the recommended split of DG capabilities between Microsoft Purview and ServiceNow? 2. How should data be shared and synchronized between Purview and ServiceNow to keep governance processes aligned and up to date? Thanks!Solved185Views0likes3CommentsPurview Lightning Talks | Presented by the Microsoft Security Community
Purview Lightning Talks Join the Microsoft Security Community for Purview Lightning Talks; quick technical sessions delivered by the community, for the community. You’ll pick up practical Purview gems: must-know Compliance Manager tips, smart data security tricks, real-world scenarios, and actionable governance recommendations all in one energizing event. Hear directly from Purview customers, partners, and community members and walk away with ideas you can put to work right immediately. Register now; full agenda coming soon! When: Thursday, April 30, 2026 | 8:00AM - 9:30AM (PT, Redmond Time) Where: Join Here: https://aka.ms/JOIN-WEBINAR-23-MICROSOFT-PURVIEW To stay informed about future webinars and other events, join our Security Community at https://aka.ms/SecurityCommunity. We hope you will join us! This event may be recorded and shared publicly with others, including Microsoft’s global customers, partners, employees, and service providers. The recording may include your name and any questions you submit to Q&A Fine print: This event is certified fluff-free. There will be no sales pitches, marketing, or recruitment during this compilation of lighting fast sessions proudly presented by members of the Microsoft Security Community.108Views0likes0CommentsAI‑Powered Troubleshooting for Microsoft Purview Data Lifecycle Management
Announcing the DLM Diagnostics MCP Server! Microsoft Purview Data Lifecycle Management (DLM) policies are critical for meeting compliance and governance requirements across Microsoft 365 workloads. However, when something goes wrong – such as retention policies not applying, archive mailboxes not expanding, or inactive mailboxes not getting purged – diagnosing the issue can be challenging and time‑consuming. To simplify and accelerate this process, we are excited to announce the open‑source release of the DLM Diagnostics Model Context Protocol (MCP) Server, an AI‑powered diagnostic server that allows AI assistants to safely investigate Microsoft Purview DLM issues using read‑only PowerShell diagnostics. GitHub repository: https://github.com/microsoft/purview-dlm-mcp The troubleshooting challenge When you notice issues such as: “Retention policy shows Success, but content isn’t being deleted” “Archiving is enabled, but items never move to the archive mailbox” The investigation typically involves: Connecting to Exchange Online and Security & Compliance PowerShell sessions Running 5–15 diagnostic cmdlets in a specific order Interpreting command output using multiple troubleshooting reference guides (TSGs) Correlating policy distribution, holds, archive configuration, and workload behavior Producing a root‑cause summary and recommended remediation steps This workflow requires deep familiarity with DLM internals and is largely manual. Introducing the DLM Diagnostics MCP Server The DLM Diagnostics MCP Server automates this diagnostic workflow by allowing AI assistants – such as GitHub Copilot, Claude Desktop, and other MCP‑compatible clients – to investigate DLM issues step by step. An administrator simply describes the symptom in natural language. The AI assistant then: Executes read‑only PowerShell diagnostics Evaluates results against known troubleshooting patterns Identifies likely root causes Presents recommended remediation steps (never executed automatically) Produces a complete audit trail of the investigation All diagnostics are performed under a strict security model to ensure safety and auditability. What is the Model Context Protocol (MCP)? The Model Context Protocol (MCP) is an open standard that enables AI assistants to interact with external tools and data sources in a secure and structured way. You can think of MCP as a “USB port for AI”: Any MCP‑compatible client can connect to an MCP server The server exposes well‑defined tools The AI can use those tools safely and deterministically The DLM Diagnostics MCP Server exposes Purview DLM diagnostics as MCP tools, enabling AI assistants to run PowerShell diagnostics, retrieve execution logs, and surface Microsoft Learn documentation. More information: https://modelcontextprotocol.io Diagnostic tools exposed by the server The server exposes four MCP tools. 1. Run read‑only PowerShell diagnostics This tool executes PowerShell commands against Exchange Online and Security & Compliance sessions using a strict allow list. Only read‑only cmdlets are permitted: Allowed verbs: Get-*, Test-*, Export-* Blocked verbs: Set-*, New-*, Remove-*, Enable-*, Invoke-*, and others Every command is validated before execution. Example: Archive mailbox not working Admin: “Archiving is not working for john.doe@contoso.com” The AI follows the archive troubleshooting guide: 1 Step 1 – Check archive mailbox status 2 Get-Mailbox -Identity john.doe@contoso.com | 3 Format-List ArchiveStatus, ArchiveState 4 5 Step 2 – Check archive mailbox size 6 Get-MailboxStatistics -Identity john.doe@contoso.com -Archive | 7 Format-List TotalItemSize, ItemCount 8 9 Step 3 – Check auto-expanding archive 10 Get-Mailbox -Identity john.doe@contoso.com | 11 Format-List AutoExpandingArchiveEnabled Finding The archive mailbox is not enabled. Recommended action (not executed automatically): 1 Enable-Mailbox <user mailbox> –Archive All remediation steps are presented as text only for administrator review. 2. Retrieve the execution log Every diagnostic session is fully logged, including: Command executed Timestamp Duration Status Output Admins can retrieve the complete investigation as a Markdown‑formatted audit trail, making it easy to attach to incident records or compliance documentation. 3. Microsoft Learn documentation lookup If a question does not match a diagnostic scenario – such as “How do I create a retention policy?” – the server falls back to curated Microsoft Learn documentation. The documentation lookup covers 11 Purview areas, including: Retention policies and labels Archive and inactive mailboxes eDiscovery Audit Communication compliance Records management Adaptive scopes 4. Create a GitHub issue (create_issue) create_issue lets the assistant open a feature request in the project’s GitHub repo and attach key session details (such as the commands run and any failures) to help maintainers reproduce and prioritize the request. Example: File a feature request from a failed diagnostic ✅ Created GitHub issue #42 Title: Allowlist should allow Get-ComplianceTag cmdlet Category: feature request Labels: enhancement URL: https://github.com/microsoft/purview-dlm-mcp/issues/42 Session context included: 3 commands executed, 1 failure Security and safety model Security is enforced at multiple layers: Read‑only allow list: Only approved diagnostic cmdlets can run No stored credentials: Authentication uses MSAL interactive sign‑in Session isolation: Each server instance runs in its own PowerShell process Full audit trail: Every command and result is logged No automatic remediation: Fixes are never executed by the server This design ensures diagnostics are safe to run even in sensitive compliance environments. Supported diagnostic scenarios The server currently includes 12 troubleshooting reference guides, covering common DLM issues such as: Retention policy shows Success but content is not retained or deleted Policy status shows Error or PolicySyncTimeout Items do not move to archive mailbox Auto‑expanding archive not triggering Inactive mailbox creation failures SubstrateHolds and Recoverable Items growth Teams messages not deleting Conflicts between MRM and Purview retention Adaptive scope misconfiguration Auto‑apply label failures SharePoint site deletion blocked by retention Unified Audit Configuration validation Each guide maps symptoms to diagnostic checks and remediation guidance. Getting started Prerequisites Node.js 18 or later PowerShell 7 ExchangeOnlineManagement module (v3.4+) Exchange Online administrator permissions Required permissions Option Roles Notes Least-privilege Global Reader + Compliance Administrator Recommended, covers both EXO and S&C read access. Single role group Organization Management Covers both workloads but broader than necessary. Full admin Global Administrator Works but overly broad, not recommended. Exchange Online (Connect-ExchangeOnline): cmdlets like Get-Mailbox, Get-MailboxStatistics, Export-MailboxDiagnosticLogs, Get-OrganizationConfig Security & Compliance (Connect-IPPSSession): cmdlets like Get-RetentionCompliancePolicy, Get-RetentionComplianceRule, Get-AdaptiveScope, Get-ComplianceTag Exchange cmdlets require EXO roles; compliance cmdlets require S&C roles. Without both, some diagnostics will fail with permission errors. Why both workloads? The server connects to two PowerShell sessions: The authenticating user (DLM_UPN) needs read access to both Exchange Online and Security & Compliance PowerShell sessions. MCP client configuration The server can be connected to IDE like Claude Desktop or Visual Studio Code (GitHub Copilot) using MCP configuration. Include this configuration in your MCP config JSON file (for VS Code, use .vscode/mcp.json; for Claude Desktop, use claude_desktop_config.json) { "mcpServers": { "dlm-diagnostics": { "command": "npx", "args": [ "-y", "@microsoft/purview-dlm-mcp" ], "env": { "DLM_UPN": "admin@yourtenant.onmicrosoft.com", "DLM_ORGANIZATION": "yourtenant.onmicrosoft.com", "DLM_COMMAND_TIMEOUT_MS": "180000" } } } } Summary The DLM Diagnostics MCP Server brings AI‑assisted, auditable, and safe troubleshooting to Microsoft Purview Data Lifecycle Management. By combining structured troubleshooting guides with read‑only PowerShell diagnostics and MCP, it significantly reduces the time and expertise required to diagnose complex DLM issues. We invite you to try it out, provide feedback, and contribute to the project via GitHub. GitHub repository: https://github.com/microsoft/purview-dlm-mcp Rishabh Kumar, Victor Legat & Purview Data Lifecycle Management Team1.3KViews2likes0CommentsHow to Unassign Assets from Data Products in Microsoft Purview at Once
Hello, I’ve assigned around 100 assets to a specific data product and would now like to unassign all of them at once, rather than removing them individually. Using the Purview REST API with Python, I was able to retrieve the list of my data products and successfully identify the target data product. However, I haven’t been able to fetch the list of assets currently assigned to it, which prevents me from performing a bulk unassignment. Could anyone please advise how to retrieve and unassign all assets from a data product programmatically?226Views1like3CommentsScaling Data Governance- Does a Purview in a Day Framework Exist?
Hello Purview Community, I’ve been exploring the available acceleration resources for Microsoft Purview, and one thing I noticed is a potential gap in the "In a Day" workshop series. While we have excellent programs like Power BI in a Day or Fabric in a Day, I haven't yet seen a formalized Purview in a Day framework designed to help organizations jumpstart their governance journey in a single, cohesive session. I am reaching out because my team is currently preparing something in this area that we believe will be very useful to the community and Microsoft in the future. Rather than working in isolation, we want to ensure we are aligned with the official roadmap. I wanted to reach out to the community and the Microsoft product team to ask: Is there an official "In a Day" initiative for Purview currently in the works? If not, who would be the best point of contact to discuss alignment? Looking forward to hearing your thoughts and seeing if we can build something impactful together!151Views2likes3CommentsWorkaround Enabling Purview Data Quality & Profiling for Cross-Tenant Microsoft Fabric Assets
The Challenge: Cross-Tenant Data Quality Blockers Like many of you, I have been managing a complex architecture where Microsoft Purview sits in Tenant A and Microsoft Fabric resides in Tenant B. While we can achieve basic metadata scanning (with some configuration), I hit a hard wall when trying to enable Data Quality (DQ) scanning. Purview's native Data Quality scan for Fabric currently faces limitations in cross-tenant scenarios, preventing us from running Profiling or applying DQ Rules directly on the remote Delta tables. The Experiment: "Governance Staging" Architecture rather than waiting for a native API fix, I conducted an experiment to bridge this gap using a "Data Staging" approach. The goal was to bring the data's "physicality" into the same tenant as Purview to unlock the full DQ engine. The Solution Steps: Data Movement (Tenant B to Tenant A): Inside the Fabric Workspace (Tenant B), I created a Fabric Data Pipeline. I used this to export the critical Delta Tables as Parquet files to an ADLS Gen2 account located in Tenant A (the same tenant as Purview). Note: You can schedule this to run daily to keep the "Governance Copy" fresh. Native Scanning (Tenant A): I registered this ADLS Gen2 account as a source in Purview. Because both Purview and the ADLS account are in the same tenant, the scan was seamless, instantaneous, and required no complex authentication hurdles. Activating Data Quality: Once the Parquet files were scanned, I attached these assets to a Data Product in the Purview Data Governance portal. The Results: The results were immediate and successful. Because the data now resides on a fully supported, same-tenant ADLS Gen2 surface: ✅ Data Profiling: I could instantly see column statistics, null distributions, and value patterns. ✅ DQ Rules: I was able to apply custom logic and business rules to the data. ✅ Scans: The DQ scan ran successfully, generating a Data Quality Score for our Fabric data. Conclusion: While we await native cross-tenant "Live View" support for DQ in Fabric, this workaround works today. It allows you to leverage the full power of Microsoft Purview's Data Quality engine immediately. If you are blocked by tenant boundaries, I highly recommend setting up a lightweight "Governance Staging" container in your primary tenant. Has anyone else experimented with similar staging patterns for Governance? Let's discuss below.Solved239Views2likes3CommentsData Security Posture Management for AI
A special thanks to Chris Jeffrey for his contributions as a peer reviewer to this blog post. Microsoft Purview Data Security Posture Management (DSPM) for AI provides a unified location to monitor how AI Applications (Microsoft Copilot, AI systems created in Azure AI Foundry, AI Agents, and AI applications using 3 rd party Large Language Models). This Blog Post aims to provide the reader with a holistic understanding of achieving Data Security and Governance using Purview Data Security and Governance for AI offering. Purview DSPM is not to be confused with Defender Cloud Security Posture Management (CSPM) which is covered in the Blog Post Demystifying Cloud Security Posture Management for AI. Benefits When an organization adopts Microsoft Purview Data Security Posture Management (DSPM), it unlocks a powerful suite of AI-focused security benefits that helps them have a more secure AI adoption journey. Unified Visibility into AI Activities & Agents DSPM centralizes visibility across both Microsoft Copilots and third-party AI tools—capturing prompt-level interactions, identifying AI agents in use, and detecting shadow AI deployments across the enterprise. One‑Click AI Security & Data Loss Prevention Policies Prebuilt policies simplify deployment with a single click, including: Automatic detection and blocking of sensitive data in AI prompts, Controls to prevent data leakage to third-party LLMs, and Endpoint-level DLP enforcement across browsers (Edge, Chrome, Firefox) for third-party AI site usage. Sensitive Data Risk Assessments & Risky Usage Alerts DSPM runs regular automated and on-demand scans of top-priority SharePoint/E3 sites, AI interactions, and agent behavior to identify high-risk data exposures. This helps in detecting oversharing of confidential content, highlight compliance gaps and misconfigurations, and provides actionable remediation guidance. Actionable Insights & Prioritized Remediation The DSPM for AI overview dashboard offers actionable insights, including: Real-time analytics, usage trends, and risk scoring for AI interactions, and Integration with Security Copilot to guide investigations and remediation during AI-driven incidents. Features and Coverage Data Security Posture Management for AI (DSPM-AI) helps you gain insights into AI usage within the organization, the starting point is activating the recommended preconfigured policies using single-click activations. The default behavior for DSPM-AI is to run weekly data risk assessments for the top 100 SharePoint sites (based on usage) and provide data security admins with relevant insights. Organizations get an overview of how data is being accessed and used by AI tools. Data Security administrators can use on-demand classifiers as well to ensure that all contents are properly classified or scan items that were not scanned to identify whether they contain any sensitive information or not. AI access to data in SharePoint site can be controlled by the Data Security administrator using DSPM-AI. The admin can specify restrictions based on data labels or can apply a blanket restriction to all data in a specific site. Organizations can further expand the risks assessments with their own custom data risk assessments, a feature that is currently in preview. Thanks to its recommendations section, DSPM-AI helps data security administrators achieve faster time to value. Below is a sample of the policy to “Capture interactions for enterprise AI apps” that can be created using recommendations. More details about the recommendations that a Data Security Administrator can expect can be found at the DSPM-AI Documentation, these recommendations might be different in the environment based on what is relevant to each organization. Following customers’ feedback, Microsoft have announced during Ignite 2025 (18-21 Nov 2025, San Francisco – California) the inclusion of these recommendations in the Data Security Posture Management (DSPM) recommendations section, this helps Data Security Administrators view all relevant data security recommendations in the same place whether they apply to human interactions, tools interactions, or AI interactions of the data. More details about the new Microsoft Purview Data Security Posture Management (DSPM) experience are published in the Purview Technical Blog site under the article Beyond Visibility: The new Microsoft Purview Data Security Posture Management (DSPM) experience. After creating/enabling the Data Security Policies, Data Security Administrators can view reports that show AI usage patterns in the organization, in these reports Data Security Administrators will have visibility into interaction activities. Including the ability to dig into details. In the same reports view, Data Security Administrators will also be able to view reports regarding AI interactions with data including sensitive interactions and unethical interactions. And similar to activities, the Data Security Administrator can dig into Data interactions. Under reports, Data Security Administrators will also have visibility regarding risky user interaction patterns with the ability to drill down into details. Adaption This section provides an overview of the requirements to enable Data Security Posture Management for AI in an organization’s tenant. License Requirements The license requirements for Data Security Posture Management for AI depends on what features the organization needs and what AI workloads they expect to cover. To cover Interaction, Prompts, and Response in DSPM for AI, the organization needs to have a Microsoft 365 E5 license, this will cover activities from: Microsoft 365 Copilot, Microsoft 365 Copilot Chat, Security Copilot, Copilot in Fabric for Power BI only, Custom Copilot Studio Agents, Entra-registered AI Applications, ChatGPT enterprise, Azure AI Services, Purview browser extension, Browser Data Security, and Network Data Security. Information regarding licensing in this article is provided for guidance purposes only and doesn’t provide any contractual commitment. This list and license requirements are subject to change without any prior notice and readers are encouraged to consult with their Account Executive to get up-to-date information regarding license requirements and coverage. User Access Rights requirements To be able to view, create, and edit in Data Security Posture Management for AI, the user should have a role or role group: Microsoft Entra Compliance Administrator role Microsoft Entra Global Administrator role Microsoft Purview Compliance Administrator role group To have a view-only access to Data Security Posture Management for AI, the user should have a role or role group: Microsoft Purview Security Reader role group Purview Data Security AI Viewer role AI Administrator role from Entra Purview Data Security AI Content Viewer role for AI interactions only Purview Data Security Content Explorer Content Viewer role for AI interactions and file details for data risk assessments only For more details, including permissions needed per activity, please refer to the Permissions for Data Security Posture Management for AI documentation page. Technical Requirements To start using Data Security Posture Management for AI, a set of technical requirements need to be met to achieve the desired visibility, these include: Activating Microsoft Purview Audit: Microsoft Purview Audit is an integrated solution that help organizations effectively respond to security events, forensic investigations, internal investigations, and compliance obligations. Enterprise version of Microsoft Purview data governance: Needed to support the required APIs to cover Copilot in Fabric and Security Copilot. Installing Microsoft Purview browser extension: The Microsoft Purview Compliance Extension for Edge, Chrome, and Firefox collects signals that help you detect sharing sensitive data with AI websites and risky user activity activities on AI websites. Onboard devices to Microsoft Purview: Onboarding user devices to Microsoft Purview allows activity monitoring and enforcement of data protection policies when users are interacting with AI apps. Entra-registered AI Applications: Should be integrated with the Microsoft Purview SDK. More details regarding consideration for deploying Data Security Posture Management for AI can be found in the Data Security Posture Management for AI considerations documentation page. Conclusion Data Security Posture Management for AI helps Data Security Administrators gain more visibility regarding how AI Applications (Systems, Agents, Copilot, etc.) are interacting with their data. Based on the license entitlements an organization has under its agreement with Microsoft, the organization might already have access to these capabilities and can immediately start leveraging them to reduce the potential impact of any data-associated risks originating from its AI systems.1.4KViews2likes1CommentCannot see Data Map and Unified Catalog in the free version of Microsoft Purview
Hey, I am trying to setup a data connection in the free version of Microsoft Purview. However, I cannot see the Data Map and Unified Catalog features. Is this the intended limitation of the free version? Or do I miss something?190Views0likes2Comments