Exploring the Business Glossary
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In this course, users will explore the suite of tools available in Microsoft Purview for registering and scanning data sources, connecting a business glossary, searching the data catalog, and customizing metadata with enrichments and classifications. In addition, this course will review some of the management and administrative functionality in Purview, including creating roles, managing authorizations, and using the Apache Atlas API for custom implementations. This course will also review deployment best practices and network security considerations. By completing this course, users will have a strong understanding of the suite of functionality currently available in Purview and how these tools support a larger governance initiative within an organization.  

Learning Objectives

  • Provision and install Microsoft Purview
  • Create and manage a role
  • Register and scan data sources
  • Create a business glossary
  • Enrich metadata with classifications
  • Review data lineage tooling
  • Understand deployment best practices
  • Take network security considerations into account

Intended Audience

This course is designed for individuals who are responsible for setting up, monitoring, or exploring data catalog and governance programs within their organization.  


To get the most from this course, you should have some familiarity and experience with governance tooling as well as a basic understanding of the Azure portal.


Exploring the Business Glossary. A glossary provides vocabulary for business users. It consists of business terms that can be related to each other and allows them to be categorized, so that they can be understood in different contexts. These terms can then be mapped to assets like a database, tables, or columns. It helps in abstracting the technical jargon associated with the data repositories and allows the business user to discover and work with data in a vocabulary that is more familiar to them. 

A business glossary is a collection of terms. Each term represents an object in an organization and it is highly likely that there are multiple terms representing the same object. A customer could also be referred to as client, purchaser, or buyer. These multiple terms have a relationship with each other. The relationship between these terms could be one of the following: synonyms, which are different terms with the same definition, or related terms which have different names with similar definitions. The same term could also imply multiple business objects. It is important that each term is well defined and clearly understood within the organization. Microsoft Purview supports eight out-of-the-box attributes for any business glossary term. 

They are named definition, data stewards, data experts, acronym, synonyms, related terms, and resources. Term templates are a tool that allows for glossary custom attributes to be logically grouped together in the catalog. The feature allows us to group all relevant custom attributes together in a template and then apply the template while creating a glossary term. For example, all finance-related custom attributes like cost center, profit center, accounting code can be grouped in a term template, finance template, and the finance template can be used to create financial glossary terms. To create a new glossary term from the glossary terms page, select 'New term'. A page opens with the system default template selected. 

Choose the template we want to use to create the glossary term and then select 'Continue'. We give the new term a name which must be unique in the catalog. The term name is also case sensitive, meaning we could have two terms called sample, one with a capital S and one with a lower case s in the catalog. And add a definition and set the status for the term, add resources and acronyms, as well as association to any parent terms. Glossary terms can also be imported at scale by importing a term template CSV file. If workflows are enabled on a term, then any creates, updates, or deletes to the term will go through an approval before they're saved to the data catalog. Once created, glossary terms can be linked to data assets and will populate in the data catalog search results.


About the Author

Steve is an experienced Solutions Architect with over 10 years of experience serving customers in the data and data engineering space. He has a proven track record of delivering solutions across a broad range of business areas that increase overall satisfaction and retention. He has worked across many industries, both public and private, and found many ways to drive the use of data and business intelligence tools to achieve business objectives. He is a persuasive communicator, presenter, and quite effective at building productive working relationships across all levels in the organization based on collegiality, transparency, and trust.