Get ready for the next enhancement in Microsoft Purview governance

The new governance experience is available in the Microsoft Purview portal (preview) for anyone that hasn't created a Microsoft Purview account in the Azure portal before, and our existing customers. You can follow the steps in this article to enable the new experience!

What is the new governance experience?

New Microsoft Purview portal (preview): https://purview.microsoft.com

The new Microsoft Purview experience is single, organization-wide instance of Microsoft Purview that's the next step towards unifying your organization's governance, policy, compliance, risk, and security. It's a prerequisite to a single platform used to manage and govern any data, both structured and unstructured, across your data estate. Including Azure, Microsoft 365, Azure, on-premises, or multicloud and SaaS applications in future.

• If you're a new Microsoft Purview customer, read about the new governance experience here.
• If you're an existing Microsoft Purview customer, read about the new governance experience here.

For information about all the governance and compliance features available in the new Microsoft Purview portal, see our overview of the Microsoft Purview portal.

How can you use our new experience?

If you're a new Microsoft Purview governance customer (if your organization doesn't have any Microsoft Purview accounts in any Azure subscriptions under your Microsoft Entra tenant), you can get started right away! Go to purview.microsoft.com, the new Microsoft Purview portal, to start your governance journey.

If your organization already has Microsoft Purview accounts in Azure, after your organization has been enabled, getting started with the new experience depends on your organization's current structure. Follow one of these guides:

• You only have one Microsoft Purview account
  • Your account region maps to your tenant region
  • Your account region doesn't match your tenant region
  • Your account has disabled all public access
• You have multiple Microsoft Purview accounts

If you have more questions, see our new experience FAQ.

One Microsoft Purview account

Your account has disabled all public network access

If your Microsoft Purview account had disabled all public network access and is using private endpoints, you can't upgrade it to the new experience at this time.

You can continue to use ingestion private endpoints, but not account or portal private endpoints.

We're working to be able to support other private endpoints in the new experience soon! To upgrade in the meantime, you can select a different account, or wait until this feature is available.

To check your public network settings:

1. Go to the Azure portal.
2. Search for your Microsoft Purview account.
3. Select Networking under the Settings menu.
4. If your firewall is set to Disabled from all networks, you can't upgrade at this time. If your firewall is set to Enabled from all networks or Disabled for ingestion only, you should be able to upgrade.

Your region maps to your tenant region

If your Microsoft Purview account's region matches your Microsoft Entra tenant region, and your networking settings are either "enabled from all networks" or "disabled for ingestion only", you can use the new experience! No upgrade required.

To access it, you can either:

• Select the note at the top of the Microsoft Purview accounts page.

• Select the toggle in the Microsoft Purview governance portal.

  

Your region doesn't map to your tenant region

1. Have a Purview Admin select the Upgrade button in the Azure portal, Microsoft Purview portal, or upgrade email.

   Note

   If you don't have access to the Microsoft 365 role groups to assign Purview Admins, contact support.

2. If your account is in a different region than your tenant, an admin needs to confirm setup.

   

3. After confirmation, the new portal will launch.

4. You can take the tour and begin exploring the new Microsoft Purview experience!

Multiple Microsoft Purview accounts

If you have multiple Microsoft Purview accounts in your tenant, and your network settings allow public network access, you can upgrade one to the new experience. The new experience requires a tenant-level/organization-wide account that is the primary account for your organization.

1. Have a Purview Admin select the Upgrade button in the Azure portal, Microsoft Purview portal, or upgrade email.

2. Select an existing account to upgrade it to be your organization-wide account. Not sure which to choose? You can follow our guide to choosing a primary account.

   Note

   This does not affect your other Microsoft Purview accounts, or their data. In the future, their information will also be made available in the primary account.

   If you don't have access to the Microsoft 365 role groups to assign Purview Admins, contact support.

   

3. If the account you select is in a different region than your tenant, an admin needs to confirm setup.

   

4. After confirmation, the new portal will launch.

5. You can take the tour and begin exploring the new Microsoft Purview experience!

Disabled all public network access

If your Microsoft Purview account has disabled all public network access and is using private endpoints, you can't upgrade it to the new experience at this time. We're working to support this in the new experience soon! You can select a different account, or wait until this feature is available.

To check your public network settings:

1. Go to the Azure portal.
2. Search for your Microsoft Purview account.
3. Select Networking under the Settings menu.
4. If your firewall is set to Disabled from all networks you won't be able to upgrade at this time. If your firewall is set to Enabled from all networks or Disabled for ingestion only you should be able to upgrade.

Why upgrade to the new experience?

If you're already using the classic Microsoft Purview governance portal, upgrading your Purview account to the enhanced experience offers several benefits, including the following:

• Prerequisites for unified experience: The upgrade is a prerequisite and one step to bring your environment closer to use data governance, security, risk, and compliance capabilities under the same platform.
• Improved User Experience: The new experience provides a more streamlined and intuitive user interface, making it easier for users to access and manage their data assets. The upgraded account provides you access to the new user experience on https://purview.microsoft.com.
• Enhanced Features: Upgrading unlocks new features and capabilities, such as live view, preset scans, and many more coming in next few months.
• Consolidated Management: The enhanced experience offers a centralized management interface for all your Microsoft Purview resources, simplifying administration tasks.
• Access to new capabilities: All Microsoft Purview new features are only available in the upgraded tenant level account.

What's next?

After you upgrade an existing account to the new experience, here's what's coming in the future:

• Account consolidation: All other Microsoft Purview accounts in your tenant will continue to be accessed via the classic portal. Be prepared to merge those accounts with the primary account when the feature becomes available. Microsoft will notify customers who require to perform other steps to merge these accounts.
• Roles and Permissions: Fine grained access control via roles and permissions at collection scopes will continue to function as-is after your accounts are upgraded. In addition, there are new tenant-level roles that can be managed in the new portal. For more information, see our tenant-level permissions documentation.
• Adapting to new features: Educate users within your organization on the new features and capabilities introduced in the upgraded account, enabling them to maximize the benefits of these enhancements. This includes understanding and using the following features:
  • Live view
  • Tenant-level permissions

Have more questions?

If you've got more questions, see our FAQ for the new governance experience.

Support

With the free version of Microsoft Purview governance solutions, you can't open support tickets for Microsoft Purview. You need to upgrade to enterprise access for support.

How to choose a primary account?

If you have a single Microsoft Purview account, it's likely your account is automatically upgraded. When you have multiple Microsoft Purview accounts under the same Microsoft Entra tenant, consider the following factors while selecting an account for the upgrade. We recommend selecting an account as primary tenant-level account by following guidelines below:

• Data Assets: Choose the account with the most valuable or frequently used data assets, as this will become the primary data map after the upgrade.
• Account Usage: Evaluate how each account is currently being used and its role within your organization. Accounts that are considered "production" would be most viable to select for this purpose.
• Permissions and Access Controls: Consider the existing permissions and access controls for each account, as they'll be carried over to the upgraded environment (as an isolated Domain)
• System Assigned Managed Identity(SAMI) and User Assigned Managed Identity(UAMI): The existing system and user assigned managed identities for the primary upgraded account can be used across all domains in the Microsoft Purview instance.

Other considerations

• The upgraded account can be accessible via current endpoints and new endpoints, therefore, there's no immediate effect if you use Microsoft Purview APIs. Any updates performed in the upgraded account will be also reflected in the classic portal for the same Microsoft Purview account.
• New Microsoft Purview features will be only available for the upgraded account.
• For other accounts in your tenant, you can continue to access through the classic portal.

Regions

For information regarding all available Microsoft Purview regions, see the Azure product by regions page.

These are the regions that are currently available for the new experience:

Next steps

Stay tuned for updates! Until then, make use of Microsoft Purview's other features:

• Frequently asked questions
• Share and receive data
• Data lineage
• Data owner policies
• Classification