pvw-cli 1.0.10

Microsoft Purview CLI with comprehensive automation capabilities

PURVIEW CLI v1.0.10 - Microsoft Purview Automation & Data Governance

LATEST UPDATE (October 2025):

• 🚀 NEW: Complete Data Product CRUD Operations - Full update and delete support with smart partial updates
• 🏥 NEW: Health Monitoring API - Automated governance health checks and recommendations
• 🔄 NEW: Workflow Management - Approval workflows and business process automation
• ✨ Enhanced ID Display - Full UUIDs now visible in all list commands (no truncation)
• 🚀 MAJOR: Complete Microsoft Purview Unified Catalog (UC) Support (see new uc command group)
• Full governance domains, glossary terms, data products, OKRs, and critical data elements management
• Feature parity with UnifiedCatalogPy project with enhanced CLI experience
• Advanced Data Product Management (legacy data-product command group)
• Enhanced Discovery Query/Search support

---

What is PVW CLI?

PVW CLI v1.0.10 is a modern, full-featured command-line interface and Python library for Microsoft Purview. It enables automation and management of all major Purview APIs including:

• NEW Unified Catalog (UC) Management - Complete governance domains, glossary terms, data products, OKRs, CDEs (NEW)
• Entity management (create, update, bulk, import/export)
• Glossary and term management
• Lineage operations
• Collection and account management
• Advanced search and discovery
• Data product management (legacy compatibility)
• Classification, label, and status management
• And more (see command reference)

The CLI is designed for data engineers, stewards, architects, and platform teams to automate, scale, and enhance their Microsoft Purview experience.

---

Quick Start (pip install)

Get started with PVW CLI in minutes:

1. Install the CLI

   pip install pvw-cli
   

2. Set Required Environment Variables

   # Required for Purview API access
   set PURVIEW_ACCOUNT_NAME=your-purview-account
   set PURVIEW_ACCOUNT_ID=your-purview-account-id-guid
   set PURVIEW_RESOURCE_GROUP=your-resource-group-name
   
   # Optional
   set AZURE_REGION=  # (optional, e.g. 'china', 'usgov')
   

3. Authenticate

   • Run az login (recommended)
   • Or set Service Principal credentials as environment variables

4. List Your Governance Domains (UC)

   pvw uc domain list
   

5. Run Your First Search

   pvw search query --keywords="customer" --limit=5
   

6. See All Commands

   pvw --help
   pvw uc --help
   

For more advanced usage, see the sections below or visit the documentation.

---

Overview

PVW CLI v1.0.10 is a modern command-line interface and Python library for Microsoft Purview, enabling:

• Advanced data catalog search and discovery
• Bulk import/export of entities, glossary terms, and lineage
• Real-time monitoring and analytics
• Automated governance and compliance
• Extensible plugin system

---

Installation

You can install PVW CLI in two ways:

1. From PyPI (recommended for most users):

   pip install pvw-cli
   

2. Directly from the GitHub repository (for latest/dev version):

   pip install git+https://github.com/Keayoub/Purview_cli.git
   

Or for development (editable install):

git clone https://github.com/Keayoub/Purview_cli.git
cd Purview_cli
pip install -r requirements.txt
pip install -e .

---

Requirements

• Python 3.8+
• Azure CLI (az login) or Service Principal credentials
• Microsoft Purview account

---

Getting Started

1. Install

   pip install pvw-cli
   

2. Set Required Environment Variables

   # Required for Purview API access
   set PURVIEW_ACCOUNT_NAME=your-purview-account
   set PURVIEW_ACCOUNT_ID=your-purview-account-id-guid
   set PURVIEW_RESOURCE_GROUP=your-resource-group-name
   
   # Optional
   set AZURE_REGION=  # (optional, e.g. 'china', 'usgov')
   

3. Authenticate

   • Azure CLI: az login

   • Or set Service Principal credentials as environment variables

4. Run a Command

   pvw search query --keywords="customer" --limit=5
   

5. See All Commands

   pvw --help
   

---

Authentication

PVW CLI supports multiple authentication methods for connecting to Microsoft Purview, powered by Azure Identity's DefaultAzureCredential. This allows you to use the CLI securely in local development, CI/CD, and production environments.

1. Azure CLI Authentication (Recommended for Interactive Use)

• Run az login to authenticate interactively with your Azure account.
• The CLI will automatically use your Azure CLI credentials.

2. Service Principal Authentication (Recommended for Automation/CI/CD)

Set the following environment variables before running any PVW CLI command:

• AZURE_CLIENT_ID (your Azure AD app registration/client ID)
• AZURE_TENANT_ID (your Azure AD tenant ID)
• AZURE_CLIENT_SECRET (your client secret)

Example (Windows):

set AZURE_CLIENT_ID=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
set AZURE_TENANT_ID=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
set AZURE_CLIENT_SECRET=your-client-secret

Example (Linux/macOS):

export AZURE_CLIENT_ID=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
export AZURE_TENANT_ID=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
export AZURE_CLIENT_SECRET=your-client-secret

3. Managed Identity (for Azure VMs, App Services, etc.)

If running in Azure with a managed identity, no extra configuration is needed. The CLI will use the managed identity automatically.

4. Visual Studio/VS Code Authentication

If you are signed in to Azure in Visual Studio or VS Code, DefaultAzureCredential can use those credentials as a fallback.

---

Note:

• The CLI will try all supported authentication methods in order. The first one that works will be used.
• For most automation and CI/CD scenarios, service principal authentication is recommended.
• For local development, Azure CLI authentication is easiest.

For more details, see the Azure Identity documentation.

---

Required Purview Configuration

Before using PVW CLI, you need to set three essential environment variables. Here's how to find them:

🔍 How to Find Your Purview Values

1. PURVIEW_ACCOUNT_NAME

• This is your Purview account name as it appears in Azure Portal
• Example: kaydemopurview

2. PURVIEW_ACCOUNT_ID

• This is the GUID that identifies your Purview account for Unified Catalog APIs

• ✅ Important: For most Purview deployments, this is your Azure Tenant ID

• Method 1 - Get your Tenant ID (recommended):

  Bash/Command Prompt:

  az account show --query tenantId -o tsv
  

  PowerShell:

  az account show --query tenantId -o tsv
  # Or store directly in environment variable:
  $env:PURVIEW_ACCOUNT_ID = az account show --query tenantId -o tsv
  

• Method 2 - Azure CLI (extract from Atlas endpoint):

  az purview account show --name YOUR_ACCOUNT_NAME --resource-group YOUR_RG --query endpoints.catalog -o tsv
  

  Extract the GUID from the URL (before -api.purview-service.microsoft.com)

• Method 3 - Azure Portal:

  1. Go to your Purview account in Azure Portal
  2. Navigate to Properties → Atlas endpoint URL
  3. Extract GUID from: https://GUID-api.purview-service.microsoft.com/catalog

3. PURVIEW_RESOURCE_GROUP

• The Azure resource group containing your Purview account
• Example: fabric-artifacts

📋 Setting the Variables

Windows Command Prompt:

set PURVIEW_ACCOUNT_NAME=your-purview-account
set PURVIEW_ACCOUNT_ID=your-purview-account-id
set PURVIEW_RESOURCE_GROUP=your-resource-group

Windows PowerShell:

$env:PURVIEW_ACCOUNT_NAME="your-purview-account"
$env:PURVIEW_ACCOUNT_ID="your-purview-account-id" 
$env:PURVIEW_RESOURCE_GROUP="your-resource-group"

Linux/macOS:

export PURVIEW_ACCOUNT_NAME=your-purview-account
export PURVIEW_ACCOUNT_ID=your-purview-account-id
export PURVIEW_RESOURCE_GROUP=your-resource-group

Permanent (Windows Command Prompt):

setx PURVIEW_ACCOUNT_NAME "your-purview-account"
setx PURVIEW_ACCOUNT_ID "your-purview-account-id"
setx PURVIEW_RESOURCE_GROUP "your-resource-group"

Permanent (Windows PowerShell):

[Environment]::SetEnvironmentVariable("PURVIEW_ACCOUNT_NAME", "your-purview-account", "User")
[Environment]::SetEnvironmentVariable("PURVIEW_ACCOUNT_ID", "your-purview-account-id", "User")
[Environment]::SetEnvironmentVariable("PURVIEW_RESOURCE_GROUP", "your-resource-group", "User")

🔧 Debug Environment Issues

If you experience issues with environment variables between different terminals, use these debug commands:

Command Prompt/Bash:

# Run this to check your current environment
python -c "
import os
print('PURVIEW_ACCOUNT_NAME:', os.getenv('PURVIEW_ACCOUNT_NAME'))
print('PURVIEW_ACCOUNT_ID:', os.getenv('PURVIEW_ACCOUNT_ID'))
print('PURVIEW_RESOURCE_GROUP:', os.getenv('PURVIEW_RESOURCE_GROUP'))
"

PowerShell:

# Check environment variables in PowerShell
python -c "
import os
print('PURVIEW_ACCOUNT_NAME:', os.getenv('PURVIEW_ACCOUNT_NAME'))
print('PURVIEW_ACCOUNT_ID:', os.getenv('PURVIEW_ACCOUNT_ID'))
print('PURVIEW_RESOURCE_GROUP:', os.getenv('PURVIEW_RESOURCE_GROUP'))
"

# Or use PowerShell native commands
Write-Host "PURVIEW_ACCOUNT_NAME: $env:PURVIEW_ACCOUNT_NAME"
Write-Host "PURVIEW_ACCOUNT_ID: $env:PURVIEW_ACCOUNT_ID" 
Write-Host "PURVIEW_RESOURCE_GROUP: $env:PURVIEW_RESOURCE_GROUP"

---

Search Command (Discovery Query API)

The PVW CLI provides advanced search using the latest Microsoft Purview Discovery Query API:

• Search for assets, tables, files, and more with flexible filters
• Use autocomplete and suggestion endpoints
• Perform faceted, time-based, and entity-type-specific queries

CLI Usage Examples

🎯 Multiple Output Formats

# 1. Table Format (Default) - Quick overview
pvw search query --keywords="customer" --limit=5
# → Clean table with Name, Type, Collection, Classifications, Qualified Name

# 2. Detailed Format - Human-readable with all metadata  
pvw search query --keywords="customer" --limit=5 --detailed
# → Rich panels showing full details, timestamps, search scores

# 3. JSON Format - Complete technical details with syntax highlighting (WELL-FORMATTED)
pvw search query --keywords="customer" --limit=5 --json
# → Full JSON response with indentation, line numbers and color coding

# 4. Table with IDs - For entity operations
pvw search query --keywords="customer" --limit=5 --show-ids
# → Table format + entity GUIDs for copy/paste into update commands

🔍 Search Operations

# Basic search for assets with keyword 'customer'
pvw search query --keywords="customer" --limit=5

# Advanced search with classification filter
pvw search query --keywords="sales" --classification="PII" --objectType="Tables" --limit=10

# Pagination through large result sets
pvw search query --keywords="SQL" --offset=10 --limit=5

# Autocomplete suggestions for partial keyword
pvw search autocomplete --keywords="ord" --limit=3

# Get search suggestions (fuzzy matching)
pvw search suggest --keywords="prod" --limit=2

**⚠️ IMPORTANT - Command Line Quoting:**
```cmd
# ✅ CORRECT - Use quotes around keywords
pvw search query --keywords="customer" --limit=5

# ✅ CORRECT - For wildcard searches, use quotes
pvw search query --keywords="*" --limit=5

# ❌ WRONG - Don't use unquoted * (shell expands to file names)
pvw search query --keywords=* --limit=5
# This causes: "Error: Got unexpected extra arguments (dist doc ...)"

# Faceted search with aggregation
pvw search query --keywords="finance" --facetFields="objectType,classification" --limit=5

# Browse entities by type and path
pvw search browse --entityType="Tables" --path="/root/finance" --limit=2

# Time-based search for assets created after a date
pvw search query --keywords="audit" --createdAfter="2024-01-01" --limit=1

# Entity type specific search
pvw search query --keywords="finance" --entityTypes="Files,Tables" --limit=2

💡 Usage Scenarios

• Daily browsing: Use default table format for quick scans
• Understanding assets: Use --detailed for rich information panels
• Technical work: Use --json for complete API data access
• Entity operations: Use --show-ids to get GUIDs for updates

Python Usage Example

from purviewcli.client._search import Search

search = Search()
args = {"--keywords": "customer", "--limit": 5}
search.searchQuery(args)
print(search.payload)  # Shows the constructed search payload

Test Examples

See tests/test_search_examples.py for ready-to-run pytest examples covering all search scenarios:

• Basic query
• Advanced filter
• Autocomplete
• Suggest
• Faceted search
• Browse
• Time-based search
• Entity type search

---

Unified Catalog Management (NEW)

PVW CLI now includes comprehensive Microsoft Purview Unified Catalog (UC) support with the new uc command group. This provides complete management of modern data governance features including governance domains, glossary terms, data products, objectives (OKRs), and critical data elements.

🎯 Feature Parity: Full compatibility with UnifiedCatalogPy functionality.

See doc/commands/unified-catalog.md for complete documentation and examples.

Quick UC Examples

🏛️ Governance Domains Management

# List all governance domains
pvw uc domain list

# Create a new governance domain
pvw uc domain create --name "Finance" --description "Financial data governance domain"

# Get domain details
pvw uc domain get --domain-id "abc-123-def-456"

# Update domain information
pvw uc domain update --domain-id "abc-123" --description "Updated financial governance"

📖 Glossary Terms in UC

# List all terms in a domain
pvw uc term list --domain-id "abc-123"

# Create a new glossary term
pvw uc term create --name "Customer" --domain-id "abc-123" --definition "A person or entity that purchases products"

# Get term details with relationships
pvw uc term get --term-id "term-456" --domain-id "abc-123"

# Link terms to data assets
pvw uc term assign --term-id "term-456" --asset-id "asset-789" --domain-id "abc-123"

📦 Data Products Management

# List all data products in a domain
pvw uc dataproduct list --domain-id "abc-123"

# Create a comprehensive data product
pvw uc dataproduct create \
  --name "Customer Analytics Dashboard" \
  --domain-id "abc-123" \
  --description "360-degree customer analytics with behavioral insights" \
  --type Analytical \
  --status Draft

# Get detailed data product information
pvw uc dataproduct show --product-id "prod-789"

# Update data product (partial updates supported - only specify fields to change)
pvw uc dataproduct update \
  --product-id "prod-789" \
  --status Published \
  --description "Updated comprehensive customer analytics" \
  --endorsed

# Update multiple fields at once
pvw uc dataproduct update \
  --product-id "prod-789" \
  --status Published \
  --update-frequency Monthly \
  --endorsed

# Delete a data product (with confirmation)
pvw uc dataproduct delete --product-id "prod-789"

# Delete without confirmation prompt
pvw uc dataproduct delete --product-id "prod-789" --yes

🎯 Objectives & Key Results (OKRs)

# List objectives for a domain
pvw uc objective list --domain-id "abc-123"

# Create measurable objectives
pvw uc objective create \
  --definition "Improve data quality score by 25% within Q4" \
  --domain-id "abc-123" \
  --target-value "95" \
  --measurement-unit "percentage"

# Track objective progress
pvw uc objective update \
  --objective-id "obj-456" \
  --domain-id "abc-123" \
  --current-value "87" \
  --status "in-progress"

🔑 Critical Data Elements (CDEs)

# List critical data elements
pvw uc cde list --domain-id "abc-123"

# Define critical data elements with governance rules
pvw uc cde create \
  --name "Social Security Number" \
  --data-type "String" \
  --domain-id "abc-123" \
  --classification "PII" \
  --retention-period "7-years"

# Associate CDEs with data assets
pvw uc cde link \
  --cde-id "cde-789" \
  --domain-id "abc-123" \
  --asset-id "ea3412c3-7387-4bc1-9923-11f6f6f60000"

🏥 Health Monitoring (NEW)

Monitor governance health and get automated recommendations to improve your data governance posture.

# List all health findings and recommendations
pvw uc health query

# Filter by severity
pvw uc health query --severity High
pvw uc health query --severity Medium

# Filter by status
pvw uc health query --status NotStarted
pvw uc health query --status InProgress

# Get detailed information about a specific health action
pvw uc health show --action-id "5ea3fc78-6a77-4098-8779-ed81de6f87c9"

# Update health action status
pvw uc health update \
  --action-id "5ea3fc78-6a77-4098-8779-ed81de6f87c9" \
  --status InProgress \
  --reason "Working on assigning glossary terms to data products"

# Get health summary statistics
pvw uc health summary

# Output health findings in JSON format
pvw uc health query --json

Health Finding Types:

• Missing glossary terms on data products (High)
• Data products without OKRs (Medium)
• Missing data quality scores (Medium)
• Classification gaps on data assets (Medium)
• Description quality issues (Medium)
• Business domains without critical data entities (Medium)

🔄 Workflow Management (NEW)

Manage approval workflows and business process automation in Purview.

# List all workflows
pvw workflow list

# Get workflow details
pvw workflow get --workflow-id "workflow-123"

# Create a new workflow (requires JSON definition)
pvw workflow create --workflow-id "approval-flow-1" --payload-file workflow-definition.json

# Execute a workflow
pvw workflow execute --workflow-id "workflow-123"

# List workflow executions
pvw workflow executions --workflow-id "workflow-123"

# View specific execution details
pvw workflow execution-details --workflow-id "workflow-123" --execution-id "exec-456"

# Update workflow configuration
pvw workflow update --workflow-id "workflow-123" --payload-file updated-workflow.json

# Delete a workflow
pvw workflow delete --workflow-id "workflow-123"

# Output workflows in JSON format
pvw workflow list --json

Workflow Use Cases:

• Data access request approvals
• Glossary term certification workflows
• Data product publishing approvals
• Classification review processes

🔄 Integrated Workflow Example

# 1. Discover assets to govern
pvw search query --keywords="customer" --detailed

# 2. Create governance domain for discovered assets
pvw uc domain create --name "Customer Data" --description "Customer information governance"

# 3. Define governance terms
pvw uc term create --name "Customer PII" --domain-id "new-domain-id" --definition "Personal customer information"

# 4. Create data product from discovered assets
pvw uc dataproduct create --name "Customer Master Data" --domain-id "new-domain-id"

# 5. Set governance objectives
pvw uc objective create --definition "Ensure 100% PII classification compliance" --domain-id "new-domain-id"

---

Entity Management & Updates

PVW CLI provides comprehensive entity management capabilities for updating Purview assets like descriptions, classifications, and custom attributes.

🔄 Entity Update Examples

Update Asset Descriptions

# Update table description using GUID
pvw entity update-attribute \
  --guid "ece43ce5-ac45-4e50-a4d0-365a64299efc" \
  --attribute "description" \
  --value "Updated customer data warehouse table with enhanced analytics"

# Update dataset description using qualified name
pvw entity update-attribute \
  --qualifiedName "https://app.powerbi.com/groups/abc-123/datasets/def-456" \
  --attribute "description" \
  --value "Power BI dataset for customer analytics dashboard"

Bulk Entity Operations

# Read entity details before updating
pvw entity read-by-attribute \
  --guid "ea3412c3-7387-4bc1-9923-11f6f6f60000" \
  --attribute "description,classifications,customAttributes"

# Update multiple attributes at once
pvw entity update-bulk \
  --input-file entities_to_update.json \
  --output-file update_results.json

Column-Level Updates

# Update specific column descriptions in a table
pvw entity update-attribute \
  --guid "column-guid-123" \
  --attribute "description" \
  --value "Customer unique identifier - Primary Key"

# Add classifications to sensitive columns
pvw entity add-classification \
  --guid "column-guid-456" \
  --classification "MICROSOFT.PERSONAL.EMAIL"

🔍 Discovery to Update Workflow

# 1. Find assets that need updates
pvw search query --keywords="customer table" --show-ids --limit=10

# 2. Get detailed information about a specific asset
pvw entity read-by-attribute --guid "FOUND_GUID" --attribute "description,classifications"

# 3. Update the asset description
pvw entity update-attribute \
  --guid "FOUND_GUID" \
  --attribute "description" \
  --value "Updated description based on business requirements"

# 4. Verify the update
pvw search query --keywords="FOUND_GUID" --detailed

---

Data Product Management (Legacy)

PVW CLI also includes the original data-product command group for backward compatibility with traditional data product lifecycle management.

See doc/commands/data-product.md for full documentation and examples.

Example Commands

# Create a data product
pvw data-product create --qualified-name="product.test.1" --name="Test Product" --description="A test data product"

# Add classification and label
pvw data-product add-classification --qualified-name="product.test.1" --classification="PII"
pvw data-product add-label --qualified-name="product.test.1" --label="gold"

# Link glossary term
pvw data-product link-glossary --qualified-name="product.test.1" --term="Customer"

# Set status and show lineage
pvw data-product set-status --qualified-name="product.test.1" --status="active"
pvw data-product show-lineage --qualified-name="product.test.1"

---

Core Features

• Unified Catalog (UC): Complete modern data governance (NEW)

  # Manage governance domains, terms, data products, OKRs, CDEs
  pvw uc domain list
  pvw uc term create --name "Customer" --domain-id "abc-123"
  pvw uc objective create --definition "Improve quality" --domain-id "abc-123"
  

• Discovery Query/Search: Flexible, advanced search for all catalog assets
• Entity Management: Bulk import/export, update, and validation
• Glossary Management: Import/export terms, assign terms in bulk

  # List all terms in a glossary
  pvw glossary list-terms --glossary-guid "your-glossary-guid"
  
  # Create and manage glossary terms
  pvw glossary create-term --payload-file term.json
  

• Lineage Operations: Lineage discovery, CSV-based bulk lineage
• Monitoring & Analytics: Real-time dashboards, metrics, and reporting
• Plugin System: Extensible with custom plugins

---

API Coverage and Support

PVW CLI provides comprehensive automation for all major Microsoft Purview APIs, including the new Unified Catalog APIs for modern data governance.

Supported API Groups

• Unified Catalog: Complete governance domains, glossary terms, data products, OKRs, CDEs management ✅
  • Health Monitoring: Automated governance health checks and recommendations ✅ NEW
  • Workflows: Approval workflows and business process automation ✅ NEW
• Data Map: Full entity and lineage management ✅
• Discovery: Advanced search, browse, and query capabilities ✅
• Collections: Collection and account management ✅
• Management: Administrative operations ✅
• Scan: Data source scanning and configuration ✅

API Version Support

• Unified Catalog: Latest UC API endpoints (September 2025)
• Data Map: 2024-03-01-preview (default) or 2023-09-01 (stable)
• Collections: 2019-11-01-preview
• Account: 2019-11-01-preview
• Management: 2021-07-01
• Scan: 2018-12-01-preview

For the latest API documentation and updates, see:

• Microsoft Purview REST API reference
• Atlas 2.2 API documentation
• Azure Updates for new releases

If you need a feature that is not yet implemented, please open an issue or check for updates in future releases.

---

Contributing & Support

• Documentation
• Issue Tracker
• Email Support

---

PVW CLI empowers data engineers, stewards, and architects to automate, scale, and enhance their Microsoft Purview experience with powerful command-line and programmatic capabilities.