The document is an educational workshop notebook for the Cortana Intelligence Suite, focusing on Azure Data Factory (ADF) and its integration into the Cortana Intelligence platform. It provides guidelines for creating and managing ADF instances, components, and logical flows, highlighting data management, analytics, and machine learning capabilities. Additionally, it includes resources for further learning and practical examples related to data transformation and orchestration in the cloud.

1. Cortana Intelligence Suite Workshop Class Notebook
 Classified as Microsoft General
Key Concepts
This session is brought to you by Microsoft’s Analytics and Data
Science Team.
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2. Cortana Intelligence Suite Workshop Class Notebook
1. Understand how Azure Data Factory
(ADF) fits into the Cortana Intelligence
Suite
2. Understand the ADF logical flow
3. Create an ADF instance
4. An example of the ADF process
5. Understand and create the ADF
components
Agenda
At the end of this Module, you will:
1. Understand how Azure Data
Factory (ADF) fits into the
Cortana Intelligence Suite
2. Understand the ADF logical
flow
3. Create an ADF instance
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3. Cortana Intelligence Suite Workshop Class Notebook
4. An example of the ADF
process
5. Understand and create the
ADF components
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4. Cortana Intelligence Suite Workshop Class Notebook
This section of the course will cover:
• Cortana Intelligence in a sentence
• The team data science process
• The Cortana Intelligence platform
• Summarizing Cortana Intelligence
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5. Cortana Intelligence Suite Workshop Class Notebook
Cortana Intelligence is a Platform
and a Process to perform advanced
analytics from start to finish
1. What you can do with CIS: https://www.microsoft.com/en-us/server-cloud/cortana-intelligence-
suite/why-cortana-intelligence.aspx
2. More about the process: https://channel9.msdn.com/Blogs/Seth-Juarez/Understanding-Data-
Science-for-building-Predictive-Analytics-Solutions-by-Francesca-Lazzeri
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6. Cortana Intelligence Suite Workshop Class Notebook
For all of the technology that is available in Cortana Intelligence,
they can be categorized into the following areas:
• Information management
• Big data stores
• Machine learning and analytics
• Intelligence
• Dashboards and visualization
Azure SQL Data Warehouse is categorized as a big data store. It
is different to Data Lake in that it provides a relational big data
store for structured data, but it does have the capability to
interact with unstructured data as well.
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7. Cortana Intelligence Suite Workshop Class Notebook
This section of the course will cover:
• Cortana Intelligence in a sentence
• The team data science process
• The Cortana Intelligence platform
• Summarizing Cortana Intelligence
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8. Cortana Intelligence Suite Workshop Class Notebook
Azure Data Factory
Creates, orchestrates, & automates
the movement, transformation and/or
analysis of data through the cloud
1. Learning Path: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-introduction/
2. Developer Reference: https://msdn.microsoft.com/en-
us/library/azure/dn834987.aspx
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9. Cortana Intelligence Suite Workshop Class Notebook
Azure Data Factory Logical Flow
1. Learning Path: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-introduction/
2. Quick Example:
http://azure.microsoft.com/blog/2015/04/24/azure-data-
factory-update-simplified-sample-deployment/
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10. Cortana Intelligence Suite Workshop Class Notebook
This section of the course will cover:
• Cortana Intelligence in a sentence
• The team data science process
• The Cortana Intelligence platform
• Summarizing Cortana Intelligence
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11. Cortana Intelligence Suite Workshop Class Notebook
Create the Data Factory
AzurePortal
PowerShell
Visual Studio
ARM Templates
1. Setting Up: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-build-your-first-
pipeline/
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12. Cortana Intelligence Suite Workshop Class Notebook
Using the Portal
• Use in Non-MS Clients
• Use for Exploration
• Use when in demo/POC
1. Overview: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-build-your-first-
pipeline/
2. Using the Portal: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-build-your-first-
pipeline-using-editor/
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13. Cortana Intelligence Suite Workshop Class Notebook
Using PowerShell
• Use in MS Clients
• Use for Automation
• Use for quick set up
and tear down
1. Learning Path: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-introduction/
2. Full Tutorial: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-build-your-first-
pipeline/
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14. Cortana Intelligence Suite Workshop Class Notebook
Using Visual Studio
• Use in mature dev environments
• Use when integrated into larger development process
1. Overview: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-build-your-first-
pipeline/
2. Using the Portal: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-build-your-first-
pipeline-using-editor/
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15. Cortana Intelligence Suite Workshop Class Notebook
Azure Resource Manager Templates
• Use in multiple environment
• Dev, Test, UAT and Production
• Works well where there are similar patterns
• ARM templates can be parameterized.
https://docs.microsoft.com/en-us/azure/data-factory/data-
factory-how-to-use-resource-manager-templates
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16. Cortana Intelligence Suite Workshop Class Notebook
Create an ADF Instance
1. Open the ADF Student Workbook file from your
Resources folder
2. Follow the steps for Lab 1 to setup the lab environment
3. The follow the steps for Lab 2 to setup Azure Data
Factory
4. Note – There’s a useful JSON prettifier here:
http://www.jsoneditoronline.org/
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17. Cortana Intelligence Suite Workshop Class Notebook
This section of the course will cover:
• Cortana Intelligence in a sentence
• The team data science process
• The Cortana Intelligence platform
• Summarizing Cortana Intelligence
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18. Cortana Intelligence Suite Workshop Class Notebook
ADF Process
1. Define Architecture: Set up objectives and flow
2. Create the Data Factory: Portal, PowerShell, VS
3. Create Linked Services: Connections to Data and
Services
4. Create Datasets: Input and Output
5. Create Pipeline: Define Activities
6. Monitor and Manage: Portal or PowerShell, Alerts
and Metrics
1. Full Tutorial: https://azure.microsoft.com/en-
us/documentation/articles/data-factory-build-your-first-
pipeline/
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19. Cortana Intelligence Suite Workshop Class Notebook
Example - Churn
Call Log Files
Customer Table
Call Log Files
Customer Table
Customer
Churn Table
Azure Data
Factory:
Data Sources
Customers
Likely to
Churn
Customer
Call Details
Transform & Analyze PublishIngest
1. Video of this process: https://azure.microsoft.com/en-
us/documentation/videos/azure-data-factory-102-
analyzing-complex-churn-models-with-azure-data-
factory/
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20. Cortana Intelligence Suite Workshop Class Notebook
This section of the course will cover:
• Cortana Intelligence in a sentence
• The team data science process
• The Cortana Intelligence platform
• Summarizing Cortana Intelligence
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21. Cortana Intelligence Suite Workshop Class Notebook
Azure Data Factory Components
1. ADF Components: https://docs.microsoft.com/en-
gb/azure/data-factory/data-factory-
introduction#relationship-between-data-factory-entities
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22. Cortana Intelligence Suite Workshop Class Notebook
Linked Services
Compute resource
Data transformation
activity
Compute environment
Hive HDInsight [Hadoop]
Pig HDInsight [Hadoop]
MapReduce HDInsight [Hadoop]
Hadoop Streaming HDInsight [Hadoop]
Machine Learning
activities: Batch Execution
and Update Resource
Azure VM
Stored Procedure
Azure SQL, Azure SQL DW,
or SQL Server
Data Lake Analytics U-SQL Azure Data Lake Analytics
DotNet
HDInsight [Hadoop] or
Azure Batch
Category Data store
Supported as a
source
Supported as a
sink
Azure Azure Blob storage ✓ ✓
Azure Data Lake
Store
✓ ✓
Azure
DocumentDB
✓ ✓
Azure SQL
Database
✓ ✓
Azure SQL Data
Warehouse
✓ ✓
Azure Search
Index
✓
Azure Table
storage
✓ ✓
Databases Amazon Redshift ✓
DB2 ✓
MySQL ✓
Oracle ✓ ✓
PostgreSQL ✓
SAP Business
Warehouse
✓
SAP HANA ✓
SQL Server ✓ ✓
Sybase ✓
Teradata ✓
Other data sources are support. see the link in the notes for full details
Data Sources
AZURE SQL DATABASE EXAMPLE
{
"name": "AzureSqlLinkedService",
"properties": {
"type": "AzureSqlDatabase",
"typeProperties": {
"connectionString": "Server=tcp:ctosqldb.database.windows.net,1433;Database=EquityDB;User ID=ctesta-
oneill;Password=P@ssw0rd;Trusted_Connection=False;Encrypt=True;Connection Timeout=30"
}
}
}
AZURE BLOB STORE EXAMPLE
{
"name": "StorageLinkedService",
"properties": {
"type": "AzureStorage",
"typeProperties": {
"connectionString":
"DefaultEndpointsProtocol=https;AccountName=ctostorageaccount;AccountKey=087ubp097guh8*JON*&B*(97g9879"
}
}
}
1. Linked Services: https://docs.microsoft.com/en-
us/azure/data-factory/data-factory-introduction#linked-
services
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23. Cortana Intelligence Suite Workshop Class Notebook
Datasets {
"name": "<name of dataset>",
Dataset name "properties": {
Properties
"type": "<type of dataset: AzureBlob, AzureSql etc...>",
"external": <boolean flag to indicate external data. only for input datasets>,
"linkedServiceName": "<Name of the linked service that refers to a data store.>",
Type
External
LinkedServiceName
"structure": [
{
"name": "<Name of the column>",
"type": "<Name of the type>"
}
],
"typeProperties": {
"<type specific property>": "<value>",
"<type specific property 2>": "<value 2>",
},
Structure
Name
Type
"availability": {
"frequency": "<Specifies the time unit for data slice production. >",
"interval": "<Specifies the interval within the defined frequency.>"
},
Availability "policy":
{
}
}
}
Policy
AzureSqlLinkedService
StorageLinkedService
1. Datasets: https://docs.microsoft.com/en-us/azure/data-
factory/data-factory-create-datasets
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24. Cortana Intelligence Suite Workshop Class Notebook
Time Slicing Data
"availability": {
"frequency": "<Specifies the time unit for data slice production. >",
"interval": "<Specifies the interval within the defined frequency.>"
},
Availability
Offset
"availability":
{
"frequency": "Day",
"interval": 1,
"offset": "06:00:00"
}
anchorDateTime
"availability":
{
"frequency": "Hour",
"interval": 23,
"anchorDateTime":"2007-04-19T08:00:00"
}
{
"name": "AzureBlobOutput",
"properties": {
"published": false,
"type": "AzureBlob",
"linkedServiceName":
"AzureStorageLinkedService",
"typeProperties": {
"folderPath": "datacontainer/partitioneddata",
"format": {
"type": "TextFormat",
"columnDelimiter": ","
}
},
"availability": {
"frequency": "Month",
"interval": 1
}
}
}
Style
"availability":
{
"frequency": "Day",
"interval": 1,
"offset": "06:00:00“
"style": “EndOfInterval”
}
{
"name": "AzureBlobInput",
"properties": {
"published": false,
"type": "AzureBlob",
"linkedServiceName": "StorageLinkedService",
"typeProperties": {
"fileName": "input.log",
"folderPath": "datacontainer/inputdata",
"format": {
"type": "TextFormat",
"columnDelimiter": ","
}
},
"availability": {
"frequency": "Month",
"interval": 1
},
"external": true,
"policy": {}
}
}
1. Time Slicing: https://docs.microsoft.com/en-
us/azure/data-factory/data-factory-create-datasets
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25. Cortana Intelligence Suite Workshop Class Notebook
Linked Services and
Datasets
1. Open the ADF Student Workbook file from your
Resources folder
2. Follow the steps for Lab 1 to setup the lab environment
3. The follow the steps for Lab 2 to setup Azure Data
Factory
4. Note – There’s a useful JSON prettifier here:
http://www.jsoneditoronline.org/
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26. Cortana Intelligence Suite Workshop Class Notebook
Activities
Data transformation activities
Data transformation
activity
Compute environment
Hive HDInsight [Hadoop]
Pig HDInsight [Hadoop]
MapReduce HDInsight [Hadoop]
Hadoop Streaming HDInsight [Hadoop]
Machine Learning
activities: Batch Execution
and Update Resource
Azure VM
Stored Procedure
Azure SQL, Azure SQL DW,
or SQL Server
Data Lake Analytics U-SQL Azure Data Lake Analytics
DotNet
HDInsight [Hadoop] or
Azure Batch
Data movement activities
{
"name": "MyFirstPipeline",
"properties": {
"description": "My first Azure Data Factory pipeline",
"activities": [
{
"type": "HDInsightHive",
"typeProperties": {
"scriptPath": "adfgetstarted/script/partitionweblogs.hql",
"scriptLinkedService": "StorageLinkedService",
"defines": {
"inputtable": "wasb://adfgetstarted@ctostorageaccount.blob.core.windows.net/inputdata",
"partitionedtable": "wasb://adfgetstarted@ctostorageaccount.blob.core.windows.net/partitioneddata"
}
},
"inputs": [
{
"name": "AzureBlobInput"
}
],
"outputs": [
{
"name": "AzureBlobOutput"
}
],
"policy": {
"concurrency": 1,
"retry": 3
},
"scheduler": {
"frequency": "Month",
"interval": 1
},
"name": "RunSampleHiveActivity",
"linkedServiceName": "HDInsightOnDemandLinkedService"
}
],
"start": "2016-04-01T00:00:00Z",
"end": "2016-04-02T00:00:00Z",
"isPaused": false,
"hubName": "ctogetstarteddf_hub",
"pipelineMode": "Scheduled"
}
}
1. What is an activity: https://docs.microsoft.com/en-
gb/azure/data-factory/data-factory-create-
pipelines#what-is-an-activity
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27. Cortana Intelligence Suite Workshop Class Notebook
Pipelines
Pipeline is a grouping of logically related activities.
Pipeline can be scheduled so the activities within it get executed.
Pipeline can be managed and monitored.
1. Pipelines: https://docs.microsoft.com/en-gb/azure/data-
factory/data-factory-create-pipelines
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28. Cortana Intelligence Suite Workshop Class Notebook
Activities and Pipelines
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29. Cortana Intelligence Suite Workshop Class Notebook
 Classified as Microsoft General
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30. Cortana Intelligence Suite Workshop Class Notebook
 Classified as Microsoft General
ADF orchestrates other tech to move, transform or analyze data
Broad range of options to create an ADF instance
Linked Services can point to data sources or compute resource
Datasets can be structures or unstructured
Activities can transform and analyse data sets
Pipelines are used to schedule and monitor ADF pipelines
Summary
In this session, you have learned:
• Scale-out distributed query engine
• De-coupled storage from compute
• Fully managed
• Completely elastic
• Platform as a Service (PaaS)
• Petabyte scale
• Leveraging cloud ecosystem
• Broad range of connectivity options
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31. Cortana Intelligence Suite Workshop Class Notebook
 Classified as Microsoft General
Click on the graphics to explore more learning options from
your Advanced Analytics and Data Science team, including:
• Online training
• Videos
• Instructor Led training
• Blogs
• Cortana Intelligence Gallery
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32. Cortana Intelligence Suite Workshop Class Notebook
 Classified as Microsoft General
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33. Cortana Intelligence Suite Workshop Class Notebook
 Classified as Microsoft General
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