How to upgrade from free to enterprise

  • Article

Note

If you already had a Microsoft Purview account and have enabled the new Microsoft Purview portal experience, you are using the enterprise version of Microsoft Purview. You can check your account type in the Microsoft Purview portal under the Settings gear icon, and View all settings.

Screenshot of the settings page in the Microsoft Purview portal.

When you upgrade from the free version of Microsoft Purview governance solutions to the enterprise version, the data in the free version will automatically be available in the enterprise version within minutes. Your experience in the portal remains the same, and you gain access to all Microsoft Purview's governance applications and capabilities. Including:

For more information about Microsoft Purview's governance applications, see our data catalog overview article.

Important

If you create a classic Microsoft Purview instance for the first time in your organization, the instance will automatically be upgraded to the enterprise version of Microsoft Purview.

Upgrade

You can upgrade to the enterprise version of Microsoft Purview using these steps:

  1. Open the Microsoft Purview portal

  2. Select the upgrade button in the ribbon menu, or select the Settings gear icon and then select View all settings.

    Screenshot of upgrade button and the View all settings button highlighted in the ribbon menu.

  3. Select Upgrade

    Screenshot of inline upgrade menu with the upgrade button highlighted.

    Screenshot of the account settings menu with the upgrade button highlighted.

  4. Your region is the same region as the free version of your Microsoft Purview account. For more information, see the FAQ.

  5. Select the Azure subscription where you would like to house the Azure linked Microsoft Purview resource.

  6. Select the resource group where you would like to house the Azure linked resource.

  7. Select the check box to acknowledge terms and conditions.

  8. Select Upgrade

    Screenshot of the upgrade to Microsoft Purview Enterprise menu with the upgrade button highlighted.

  9. You've upgraded! Select Use default settings to get started, or Continue with setup to manage settings.

Protect your account

In order to protect your Microsoft Purview account from accidental deletion, we recommend creation of the Azure Policy 'DenyAction'

{
  "if": {
    "allOf": [
      {
        "field": "type",
        "equals": "Microsoft.Purview/accounts"
      },
      {
        "field": "tags.environment",
        "equals": "Production"
      }
    ]
  },
  "then": {
    "effect": "denyAction",
    "details": {
      "actionNames": [
        "delete"
      ],
      "cascadeBehaviors": {
        "resourceGroup": "deny"
      }
    }
  }
}

Settings

Governance settings in the new Microsoft Purview portal include:

  • Account type - enterprise. The enterprise version of Microsoft Purview includes all available governance applications and sources.
  • Kafka configurations - configure Microsoft Purview to be able to send and receive Atlas Kafka topics events with Azure Event Hubs

Possible exceptions

When you're upgrading to the enterprise version of Microsoft Purview, there are a few possible exceptions you can encounter. These guides address them.

Private endpoints

If your Microsoft Purview account had disabled all public network access and is using private endpoints, you can still upgrade to the new experience.

You can continue to use your ingestion private endpoints as is, but the new experience also uses a platform private endpoint.

After upgrading to the new experience, you can follow this guide to set up platform the private endpoint for governance solutions in the Microsoft Purview portal.

For more information, see what to do if your account has disabled all public network access.

Resource providers

Before upgrading to the enterprise version of Microsoft Purview, you need to have these resource providers registered in Azure:

  • Microsoft.Purview
  • Microsoft.Storage
  • Microsoft.EventHub

If all of them aren't already registered, you might receive an error.

Default name isn't allowed

It's possible that default names have been disallowed in your organization, and you need to enter a new resource name.

To resolve, enter a new resource name and then complete the upgrade process.

Region

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

Nonadmin request

If a user who isn't a Purview Admin selects the upgrade button, a request to upgrade is sent to an administrator. The administrator can update from directly within the request email, or they can upgrade using the above steps.

Switch back to classic portal

Even after upgrading to the enterprise version of Microsoft Purview, you can switch back to the classic portal at any time using the toggle.

Screenshot of the portal experience toggle.

Billing

Note

The enterprise version of Microsoft Purview uses the same pricing dimensions as the classic Microsoft Purview governance portal experience. You can check your account type in the Microsoft Purview portal under the Settings gear icon, and View all settings.

Billing for the enterprise version of Microsoft Purview is pay-as-you-go.

For more information, see these articles:

Linked resource

The enterprise version of Microsoft Purview is hosted by a linked resource in the Azure portal. If you delete this linked resource in the Azure portal, you lose all your Microsoft Purview information.

After deletion, you can reinstate the free version for your environment if it's been enabled for your organization by going to the Microsoft Purview portal. But you're starting your environment from scratch.

Next steps