Data Governance Runbook Blueprint
1: INTRODUCTION
1.1 Document usage: Discover the purpose of this playbook and how it
serves as a blueprint for your data governance initiatives.
1.2 Glossary Of Terms: Familiarize yourself with the various tools and
generic data governance terms through a comprehensive glossary with
short descriptions.
2: DATA GOVERNANCE TOOLS
2.1 Azure Purview Data Governance overview: Gain insights into the
functions and capabilities of Azure Purview Data Governance, along with
an overview of the tasks it enables.
2.2 Data Catalog creation: Learn the process of creating a Metadata
Catalog to organize and manage metadata effectively.
2.3 Data Quality capabilities: Explore the capabilities offered by Azure
Purview Data Governance for ensuring data quality.
2.4 Notes On other Capabilities: Explore additional capabilities of Azure
Purview Data Governance beyond data cataloguing and data quality.
3: ROLES AND RESPONSIBILITIES
3.1 Stakeholder Roles Responsibilities: Understand the general roles and
responsibilities associated with data governance stakeholders.
3.2 User Profile, Stakeholders and License Users: Learn about the different
user types created in Azure Purview and their specific roles in data
governance.
3.3 Comparison Of Privileges: Compare the privileges and permissions
assigned to different user roles in a tabular form.
3.4 Stakeholder Roles and Permissions: Gain detailed insights into the
specific roles and responsibilities of stakeholders in Azure Purview Data
Governance. 3.5 Access To Tool: Discover the process for obtaining access
to the Azure Purview Data Governance tool.
4: USER ONBOARDING
4.1 Process flow for user onboarding: Follow the step-by-step process flow
to effectively onboard new users into the data governance ecosystem.
5: METADATA ATTRIBUTES MAPPING
5.1 What attributes to be added while creating terms: Understand the key
attributes to consider when creating terms within your data governance
framework.
6: TOOLS CONFIGURATION
6.1 Operating Model: Define the operating model for configuring and
utilizing Azure Purview Data Governance effectively.
6.2 Roles: Explore the different roles involved in administering and
managing Azure Purview Data Governance.
6.3 Role Permissions: Understand the specific permissions and access
levels associated with each role.
6.4 Org Units: Learn how to organize and structure your data governance
efforts using organizational units within Azure Purview.
6.5 Default Workflows: Explore the default workflows available in Azure
Purview Data Governance and their significance.
6.6 Metadata Model: Gain insights into the metadata model used in Azure
Purview and its importance in data governance.
6.7 Custom Fields: Understand the process of creating custom fields
within Azure Purview Data Governance.
6.8 Dropdown Configuration: Discover how to configure dropdowns in
Azure Purview to enhance data governance functionality.
7: CONTENT ONBOARDING
7.1 Content Onboarding: Follow the recommended steps for effectively
onboarding content into Azure Purview Data Governance.
7.2 Pre-Created Content Information: Explore the pre-created content
available within Azure Purview and its relevance to data governance.
7.3 GDE Content: Understand the concept of Generated Data Entry (GDE)
content and its role in data governance.
7.4 Template Preparation: Learn how to prepare templates for content
updates and modifications in Azure Purview.
7.5 Updating Content: Discover various methods for updating content
within Azure Purview Data Governance, including manual updates, bulk
updates using templates, and using exports to populate templates.
8: RESOURCE/SCANNER ONBOARDING
8.1 Scanner Setup Steps: Learn the step-by-step process for setting up
scanners within Azure Purview Data Governance.
8.2 Native Scanner Setup: Understand how to set up native scanners to
scan and monitor data assets within your organization.
8.3 Custom Scanner Setup: Explore the process of configuring custom
scanners to meet specific data governance requirements.
9: METADATA INTEGRATION
9.1 Tech-Business Metadata Association: Gain insights into the association
between technical and business metadata and how it enhances data
governance.
9.2 Exploring Tech Metadata Links: Discover how to explore and
understand the links between different technical metadata elements.
9.3 Linking Process: Learn how to establish links between technical
metadata elements to enable effective data governance.
9.4 De-Linking Process: Understand the process of removing or breaking
links between technical metadata elements.
9.5 Exploring Business Metadata Links: Explore the links between different
business metadata elements and their significance in data governance.
9.6 Linking Process: Learn how to establish links between business
metadata elements to enable effective data governance.
9.7 Tagging: Understand the importance of tagging data assets and
explore different tagging methods within Azure Purview Data Governance.
9.8 Manual Tagging: Discover how to manually tag data assets to
categorize and classify them effectively.
9.9 Bulk Upload Tagging: Learn how to perform bulk tagging of data
assets using predefined templates.
10: CHANGE REQUEST WORKFLOWS
10.1 Change Request Workflows: Gain an understanding of the workflows
involved in managing change requests within Azure Purview Data
Governance.
