Resources
Practical notes from our Microsoft Purview projects, and free tools you can use today. No sign-up.
Articles
Catalogued
Who sees what, and why: Purview roles by personaPick one of eight people, from business user to Purview administrator, and follow their roles through the tenant, Unified Catalog and the Data Map.Agent-readyOne AI governance operating model for the EU, UK and AustraliaOne AI governance operating model that satisfies the EU AI Act, the UK's principles-based regime and Australia's guidance, with the dates and duties that matter in each.CataloguedImplementing Microsoft Purview Unified CatalogA practical rollout plan for Purview Unified Catalog: readiness, a phased implementation from foundation to enrichment, and the KPIs that show adoption.Agent-readyThree Leading AI Frameworks. One Common Goal.How the EU AI Act, the NIST AI Risk Management Framework and ISO/IEC 42001 compare, where they converge, and how to build one approach that satisfies all three.
Guides
Practical guides from our Microsoft Purview projects.
ProtectedFiles Stuck on the Default Sensitivity Label After MigrationWhy migrations leave thousands of files on the default sensitivity label, how to find them in Content Explorer, and how to relabel them at scale in Microsoft Purview.ProtectedYour data has a posture. Is it strong?What Data Security Posture Management does and doesn't do, the nine building blocks, the real licence costs, and the order to roll it out in.CataloguedMicrosoft Purview Data Quality: A Comprehensive Technical GuideProfiling, rule design, thresholds and scan scheduling in Purview Data Quality, with worked rules for common data types and sectors.CataloguedMicrosoft Purview Data Map – Data Source Onboarding RunbookThe standard procedure for registering and scanning a new data source in the Purview Data Map, from prerequisites to sign-off.CataloguedGovernance Domain vs. Data DomainWhen to use each in Unified Catalog, how they relate, and the best practices that keep domains manageable as you scale.CataloguedMicrosoft Purview Unified Catalog and Data MapPractical guidance on governance domains, glossary terms, OKRs, critical data elements and roles.CataloguedMicrosoft Purview Data Governance: Comprehensive Term Definitions and Industry MappingA reference glossary of Purview data governance terms, with how each maps to industry frameworks.CataloguedData Product ToolkitA framework for designing, evaluating and managing data products that deliver measurable business value.CataloguedFinance Data Product Discovery Workshop: Pre-Workshop GuideHow to prepare finance teams for a data product discovery workshop: candidate data products, current data use and stewardship.CataloguedData Products in Microsoft Purview: Transforming Energy Sector Data ManagementHow the data product lifecycle in Purview supports regulatory oversight and operational reporting in the energy sector.CataloguedServiceNow Connector in Microsoft PurviewWhat the ServiceNow connector brings into the Data Map, how to set it up, and where it bridges IT service management and governance.CataloguedMICROSOFT PURVIEW MIGRATION ARCHITECTURE: SANDBOX TO PRODUCTIONArchitecture patterns, constraints and the recommended approach for moving a Purview configuration from sandbox to production.CataloguedA Data Catalog Is Not Data GovernanceWhy documenting data assets isn't the same as making them trustworthy, and what governance adds on top of a catalog.ProtectedMigrating AD RMS to Azure RMS: A Step-by-Step GuideMoving from on-premises Active Directory Rights Management Services to Azure Rights Management without breaking protected content.
Free tools
They run in your browser. Your data stays on your device.
Load your Purview Content Explorer export, see which sites and folders are stuck on the default label after a migration, pick the right label per folder, and download the relabel plan and Graph script.
Score your tenant against 28 checks in five pillars, from identity to adoption, and get a go or no-go for a Copilot pilot. It runs in your browser and exports a CSV for your project team.
Product demos
Click through our Unified Catalog products with sample data for a fictional company.
DemoRadiusSee which sensitive files Copilot could show to the wrong people at a sample company, and apply the fixes.
DemoKeystone StudioBrowse a sample Unified Catalog and assign roles across several governance domains at once.
DemoDataPulseSee your Purview catalog inside a Microsoft Teams channel: glossary approvals, search and sharing.
DemoPurview Accelerator StudioWalk through a simulated deployment, from sign-in to a finished Purview environment.
Not sure where to start?
Book a 30-minute call and tell us what worries you about Microsoft 365: oversharing, an audit, or a Copilot rollout. Or email us and we'll reply within one working day.