Access & separation
Least-privilege roles, managed identities and environment separation ensure consumers never require direct source-system access.
Architecture blueprint 02
A controlled route from on-premise operational systems into a governed Azure analytics platform.
Designed outcome
Reliable insight without exposing source platforms or creating fragile point-to-point reporting connections.
Data architecture / hybrid flow
A one-way analytical flow from operational systems into a governed Azure data product. Validation happens at every boundary; raw history makes each movement observable and replayable.
Read left to right
Operational estate: On-prem ERP, Transactions, product, customer and financial records.; Warehouse systems, Inventory, pick, pack, dispatch and carrier events.; SQL platforms, Line-of-business databases and controlled reporting extracts.. Secure extraction: Self-hosted gateway, Outbound-only managed bridge between local and cloud services.; CDC & scheduled loads, Incremental movement with explicit windows and source impact limits.; Schema validation, Expected shape, volume and freshness checked before transfer.. Integration boundary: API & integration gateway, Managed connections, policy, retries and workload isolation.; Encrypted private routes, TLS in transit with restricted endpoints and network rules.; Managed identity & keys, No embedded credentials; rotation and access are centrally governed.. Azure landing zone: Governed subscription, Resource policy, budgets, roles, diagnostics and private endpoints.; Data lake staging, Immutable source-shaped history partitioned by time and domain.; Quarantine & replay, Invalid loads are isolated, diagnosed and safely reprocessed.. Transform & model: Transformation pipelines, Dependency-led processing with idempotent execution and retries.; Data quality rules, Completeness, validity, uniqueness and freshness thresholds.; Curated data model, Owned entities, conformed measures and documented semantics.. Insight & action: Governed measures, Reusable definitions, row-level security and certified datasets.; Power BI Embedded, Contextual insight presented inside secure business workflows.; Self-service reporting, Curated discovery for approved analysts and decision makers.
Systems of record stay protected and continue to serve operations.
Transactions, product, customer and financial records.
Inventory, pick, pack, dispatch and carrier events.
Line-of-business databases and controlled reporting extracts.
Change is collected without opening source platforms to consumers.
Outbound-only managed bridge between local and cloud services.
Incremental movement with explicit windows and source impact limits.
Expected shape, volume and freshness checked before transfer.
A governed route protects credentials, transport and contracts.
Managed connections, policy, retries and workload isolation.
TLS in transit with restricted endpoints and network rules.
No embedded credentials; rotation and access are centrally governed.
Policy and subscription boundaries contain the data workload.
Resource policy, budgets, roles, diagnostics and private endpoints.
Immutable source-shaped history partitioned by time and domain.
Invalid loads are isolated, diagnosed and safely reprocessed.
Quality and business meaning become explicit and testable.
Dependency-led processing with idempotent execution and retries.
Completeness, validity, uniqueness and freshness thresholds.
Owned entities, conformed measures and documented semantics.
Users access trusted models rather than operational sources.
Reusable definitions, row-level security and certified datasets.
Contextual insight presented inside secure business workflows.
Curated discovery for approved analysts and decision makers.
Least-privilege roles, managed identities and environment separation ensure consumers never require direct source-system access.
Run identifiers, source-to-model lineage, schema history and access logs provide evidence for every data movement and decision product.
Freshness, volume, quality and pipeline health are measured against service expectations, with failed loads recoverable from raw history.
The preferred path is incremental and outbound-only. Refresh frequency, retention, residency, classification and recovery requirements must be agreed per data domain.
Analytics never connects directly to ERP, WMS or operational SQL. Every extraction has a measured source-impact budget and approved window.
The integration bridge initiates outbound encrypted connections. Consumer access cannot become a return path into the operational estate.
Source-shaped history, watermarks, manifests and checksums make a load replayable. Quality failure enters quarantine rather than trusted data.
Freshness, volume, validity, completeness, lineage and access are service measures with named owners and retained evidence.
01 / Source-to-insight path
Each stage has an accountable owner, an explicit exit condition and a recovery position. The service only becomes trustworthy when every hand-off can be observed and replayed.
Select a stage to inspect its mechanism, decisions, controls, evidence and recovery stance.
Keyboard: arrow keys · Home · End
01 / Discover / On-premise operational trust zone
ERP, WMS, line-of-business SQL and controlled file exports remain systems of record. Every feed starts with a named business owner, classification, extraction contract and source-impact budget.
Read from supported APIs, reporting replicas, change tables or approved views. Inventory primary keys, change indicators, retention, peak windows and data sensitivity before a pipeline is designed.
An extraction query competes with operational workload or an undocumented source release changes the shape of the feed.
Stop at the source boundary, preserve the last trusted watermark, compare the contract with the new schema, and resume from the last confirmed position after owner approval.
02 / Capture / On-premise data integration enclave
A dedicated self-hosted integration runtime (SHIR) executes cloud-orchestrated copy work close to private sources without allowing inbound analytics access.
Run SHIR on hardened Windows hosts with outbound connectivity, monitored service health and sufficient disk, CPU and network capacity. Use an active-active node set for critical feeds and keep it separate from the Power BI on-premises data gateway.
A runtime node, local network route or service identity becomes unavailable midway through an extraction.
Fail work to a healthy node, retry only idempotent copy activity, and reconcile run manifests before advancing the watermark.
03 / Orchestrate / Cloud control plane / private execution boundary
Azure Data Factory or Fabric Data Factory owns schedules, dependency state and run metadata after an explicit platform decision, while execution remains isolated from consumers and source credentials.
Use metadata-driven pipelines, parameterised datasets and explicit linked services. Credentials resolve from Key Vault or managed identity; retry, timeout, concurrency and dependency rules are set by workload class.
A retry duplicates data, a dependency runs out of order, or a secret rotation breaks the linked service.
Pause downstream promotion, re-establish identity, replay the failed run with its original correlation ID, and prove idempotence through manifests and target counts.
04 / Transfer / Corporate egress / Azure private endpoint boundary
Data moves over encrypted, explicitly allowed routes. The route is designed as a one-way analytical path, not a new inbound doorway into the operational estate.
Use TLS with restricted egress, private endpoints and private DNS for Azure data services. Add site-to-site VPN or ExpressRoute where network policy or throughput requires it; allow only named destinations and ports.
A DNS change resolves a service publicly, a firewall rule expires, or available bandwidth cannot clear the ingestion backlog.
Block promotion, validate name resolution from each runtime node, restore the approved route, then drain the backlog in priority order while watching source load.
05 / Contain / Governed Azure data subscription
Subscription, resource-group and policy boundaries provide the workload with known ownership, residency, cost, diagnostic and network controls before data is admitted.
Deploy policy-compliant storage, orchestration, observability, Key Vault, private endpoints and identities through versioned infrastructure. Send platform diagnostics to a protected central workspace.
Configuration drift re-opens a public surface, removes diagnostics or deploys a resource outside the approved region.
Quarantine the change, redeploy the approved infrastructure baseline, verify policy and network posture, and document any data exposure assessment.
06 / Land / Bronze / raw data zone
Source-shaped data lands immutably with the context needed to reproduce, inspect and replay every load. Failed validation is isolated rather than hidden.
Partition by stable domain and ingestion time, retain source timestamps and keys, and write a manifest containing run ID, watermark, file list, counts and checksums. Publish completion atomically after all parts arrive.
A partial write looks complete, a duplicate batch is landed, or a malformed record bypasses schema validation.
Keep the run unpublished, compare manifest to actual objects, remove only the incomplete run scope, and replay from the source watermark or durable extract.
07 / Conform / Silver / validated data zone
Raw records become typed, deduplicated and conformed data with explicit treatment for bad, late and changing information. Quality gates decide whether data can progress.
Apply schema enforcement, reference-data validation, deterministic deduplication, standardised keys and timestamps, and late-arriving rules. Make processing idempotent by run or business key.
Schema drift, an incorrect deduplication rule or a late-arriving fact corrupts a conformed entity.
Hold the silver-to-gold gate, restore the last trusted rule version, replay affected bronze partitions, and reconcile corrected outputs against the incident scope.
08 / Model / Gold / governed data product zone
Conformed entities become business-ready facts, dimensions and measures with a named product owner, steward and contract for consumers.
Publish stable dimensional or domain models, conformed dimensions, declared grain, slowly changing history and certified calculation definitions. Version breaking contract changes and communicate deprecation windows.
A semantic change preserves schema but alters a KPI, breaking management confidence without a technical pipeline error.
Withdraw certification, restore the prior product version, quantify affected reports and decisions, then release the corrected definition with owner sign-off.
09 / Serve / Semantic and insight consumption zone
Reports, embedded experiences and approved self-service analysis consume certified cloud data products—not operational ERP or WMS connections.
Choose Import, DirectQuery or composite models from freshness, scale and functionality needs. Use incremental refresh where appropriate, reusable semantic models, certified measures, row-level security and controlled workspaces.
A refresh fails, an RLS role is mis-scoped, or a report bypasses the certified model and recreates a critical measure.
Disable or roll back the affected artifact, restore the last trusted model, validate roles with representative users, and reconcile impacted decisions or exports.
10 / Assure / Cross-cutting governance and operations plane
Identity, lineage, quality, service health and decision evidence span every stage. Access is group-based, time-bounded where appropriate and reviewed against real use.
Use Entra groups, Azure RBAC and storage ACLs at the correct scope; catalogue data products and lineage; centralise run, access and security logs; publish freshness and quality service dashboards.
A privileged identity persists after need ends, lineage has a blind spot, or a stale dataset appears healthy to consumers.
Revoke access, contain affected products, reconstruct lineage from run IDs and release records, notify owners, and complete an evidence-backed incident review.
02 / Network & security
The route starts inside the operational estate, crosses a dedicated execution enclave, lands in a private Azure data zone and ends at governed semantic access.
ERP, WMS, SQL, files and vendor APIs. Read-only contracts, source-safe windows and no analytical users.
Source ACLs · query budgets · classificationDedicated Windows hosts run SHIR close to private sources. Critical feeds use active-active nodes and monitored outbound HTTPS.
Hardened hosts · HA · egress allow-listOrchestration, lake and processing services use managed identities, private endpoints, private DNS and central diagnostics.
Policy · RBAC/ACL · Key Vault · logsCertified data products and semantic models serve embedded and self-service insight through controlled workspaces and roles.
Certification · RLS/OLS · access reviewRun it on dedicated, hardened Windows hosts. Critical feeds use multiple active-active nodes so maintenance or a host fault does not become a single point of failure.
SHIR and the Power BI on-premises data gateway have different operational jobs and should not share a machine. Prefer Power BI over curated cloud data; use a gateway only for a justified on-premises refresh or live-query path.
A private endpoint alone does not remove public access. Test DNS from each runtime host, restrict the public surface and retain the approved firewall, endpoint and flow evidence.
03 / Ingestion decisions
A domain can mix patterns. The important decisions are how a change is identified, how far back it can be replayed and what load the source can safely tolerate.
| Pattern | Use when | Primary trade-off | Replay stance | Source impact |
|---|---|---|---|---|
| Full snapshot | Initial loads or small, slow-changing reference entities. | Simple, but high source, network and reconciliation cost at scale. | Replace a versioned snapshot; never overwrite the only raw copy. | High and predictable |
| Watermark incremental | A reliable increasing timestamp or key identifies changed rows. | Portable, but misses in-place change when the watermark is unreliable. | Store low/high watermarks and overlap safely to catch late commits. | Low to medium |
| Change tracking / CDC | The engine exposes a supported, retained change stream. | Efficient deletes and updates, with retention and ordering dependencies. | Persist offsets and raw change history; rebuild before retention expires. | Low after setup |
| API or event feed | A vendor contract or low-latency event path is authoritative. | Clear contract, but throttling, paging, ordering and expiry need design. | Retain payload plus cursor or event offset; design dead-letter handling. | Contract-controlled |
| File drop / micro-batch | Partners or legacy systems publish complete extracts on a cadence. | Decoupled, but partial files and duplicate delivery must be detected. | Manifest, checksum and immutable receipt folder by delivery ID. | Low at ingestion time |
Treat orchestration as a current architecture decision. Keep Azure Data Factory where it is the established, supported estate; assess Fabric Data Factory for new integration work when its capacity, networking, governance and operating model fit.
04 / Quality & governance
Bronze, silver and gold are responsibilities rather than product names. A simpler implementation is valid if it preserves the same separation between receipt, validation and certified meaning.
Retain original payload, source time, ingestion time, run ID, watermark, file manifest and checksum. Invalid delivery is visible in quarantine.
Exit gateComplete run + source reconciliation + published manifestEnforce schema, standardise keys and types, deduplicate deterministically, resolve reference data and apply explicit late-arriving rules.
Exit gateContract tests + quality thresholds + rejected-record evidencePublish declared-grain facts, conformed dimensions, stable domain products and certified measures with versioned consumer contracts.
Exit gateOwner approval + lineage + semantic regression resultsCollect automated pipeline lineage where the platform supports it, then add the parts automation cannot infer: business rules, semantic measures, manual approvals, exports and the decision products that consume them. Run IDs connect operational proof to that logical story.
05 / Reliability model
Freshness, RPO and RTO belong to each data product. The targets below are starting points for discovery—not Microsoft service commitments or universal promises.
Inventory position, dispatch exceptions, urgent order flow
Trading, service, margin and warehouse performance
Finance close support, daily executive packs, slower master data
Recovery is complete only when data is reconciled and the next hand-off has not consumed a partial or untrusted state.
| Failure mode | Detection signal | Containment | Recovery & evidence |
|---|---|---|---|
| Source load or lock contention | Query duration, blocking or ERP/WMS latency crosses the agreed budget. | Cancel extraction; keep the last confirmed watermark. | Move to the approved window, replica or lower-concurrency plan; re-baseline. |
| SHIR node or route unavailable | Runtime heartbeat, copy queue or connection test fails. | Fail to a healthy node; prevent downstream completion. | Restore node or egress, replay the run, reconcile manifests and counts. |
| Private DNS or firewall drift | Name resolution, TLS handshake or network-flow alert changes. | Block transfer and public fallback; preserve queued work. | Redeploy approved DNS/rules, test from each node, drain by priority. |
| Schema drift or quality breach | Contract, null, uniqueness, volume or reference-data gate fails. | Quarantine the run; do not promote bronze to trusted layers. | Approve a compatible contract or fix the source/rule, then replay raw data. |
| Partial, late or duplicate batch | Manifest mismatch, missing completion marker or repeated delivery ID. | Keep the batch unpublished and isolate its run scope. | Complete or replay idempotently; deduplicate by run and business key. |
| Identity, key or permission failure | Authentication, authorisation or key-health alert fails a known path. | Do not broaden access as a workaround; halt the affected stage. | Restore the approved identity/key, verify least privilege, record rotation evidence. |
| Bad model or semantic release | Regression test, KPI reconciliation or consumer incident finds changed meaning. | Withdraw certification or route users to the last trusted version. | Roll back, replay affected products and publish an impact statement. |
| Power BI refresh or RLS failure | Refresh SLA, role test or access anomaly alert fails. | Disable the affected artifact or distribution route. | Restore last certified model, re-test representative identities and republish. |
06 / Rollout & evidence
Begin with one consequential but bounded domain. Each wave leaves behind reusable assets and passes an evidence gate before scope expands.
One domain, tier, owner, classification and target architecture agreed.
Evidence gateSigned data contract, threat model, service tier and cost envelope.One representative entity flows source → bronze → silver → gold → Power BI.
Evidence gateReconciled counts, measured source impact and a repeatable deployment.Resilient runtime, private route, incremental capture and replay are operational.
Evidence gateNode failover, network recovery and backlog tests meet the chosen tier.Medallion layers, contracts, quality thresholds and lineage are automated.
Evidence gateBad-data drill proves quarantine, rollback and deterministic replay.Certified semantic model, RLS, embedded or self-service experience reaches users.
Evidence gateOwner signs off measures, role tests, performance and adoption support.More domains onboard through templates, service dashboards and runbooks.
Evidence gateRecovery exercise, access review and SLO trend accepted into service.Store evidence with clear retention and ownership. A live dashboard is useful, but release records, manifests, reviews and recovery exercises must remain auditable after the screen changes.
07 / Design references
These are design inputs, not substitutes for workload testing, threat modelling or an agreed service model. Links open Microsoft Learn in a new tab.
Deployment, outbound connectivity, host guidance and multi-node scale-out.
Microsoft LearnExecution placement, network boundaries and runtime selection.
Microsoft LearnCurrent Microsoft data-integration capabilities for new platform decisions.
Microsoft LearnPrivate routing, public-access posture and blob/dfs endpoint considerations.
Microsoft LearnAzure RBAC, ABAC and POSIX-style ACL design for lake data.
Microsoft LearnBronze, silver and gold responsibilities in a layered lakehouse pattern.
Microsoft LearnSupported source, activity and output lineage plus current limitations.
Microsoft LearnWhen a gateway is required and how standard-mode clusters support resilience.
Microsoft LearnSemantic-model row filtering and role behaviour in the service.
Microsoft LearnArchitecture principles
Technology choices can evolve. These decision rules keep the architecture coherent as delivery moves from target state to transition and operation.
Sources remain operational systems of record
Every movement is observable and replayable
Data quality is explicit and measurable
Access is granted through governed models