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Onboarding Flow

Guided Setup

After Marketplace redirects you to Lineage Advisor, the setup flow collects only the information needed to provision your tenant and validate the connector.

Setup Stages

StageWhat HappensOutcome
Marketplace resolutionLineage Advisor resolves the purchase token.Subscription is mapped to a tenant.
Entra sign-inCustomer admin signs in.User identity and tenant are confirmed.
Purview connectionCustomer selects the target Purview account and collection.Data Map write path is validated.
Databricks connectionCustomer enters the Databricks workspace/account details.Unity Catalog metadata access is validated.
First syncLineage Advisor publishes the first scoped Databricks lineage dataset.Assets and relationships appear in Purview.

Completion Criteria

Onboarding is complete when:

  • Subscription status is active.
  • Required connections show healthy.
  • The first sync finishes without blocking errors.
  • A generated collection or scoped asset set is visible in Microsoft Purview.