AI assistants: this page is available as Markdown at https://documentation.cluedin.net/solutions/purview/sync-purview-glossaries-to-cluedin-glossaries.md. The index of the whole documentation, with instructions for AI assistants, is at https://documentation.cluedin.net/llms.txt.

Sync Purview glossaries to CluedIn glossaries

how-to Steps to accomplish one task

On this page

• Preparation
  • Preparation in Purview
  • Preparation in CluedIn
• Feature demonstration

In this article, you will learn how to sync Purview glossaries to CluedIn glossaries.

Preparation

This section contains the steps required to prepare for syncing glossaries from Purview to CluedIn glossary categories and terms.

Preparation in Purview

Make sure you have the existing classic type glossaries that contain some terms. In the following screenshot, we have 2 glossaries: CluedIn and Data Synchronization.

Preparation in CluedIn

1. In CluedIn, go to Administration > Settings, and then scroll down to find the Purview section.

2. Turn on the toggle in Sync Purview glossaries to CluedIn glossaries.

   

3. Select Save.

Feature demonstration

Once you enable synchronization of Purview glossaries to CluedIn glossaries, you will receive a notification when the glossary term is created in CluedIn.

To find terms in CluedIn

• On the navigation pane, go to Management > Glossary.

  On the terms page, you can find the categories (a) and terms (b). The category in CluedIn corresponds to the glossary in Purview.