Knowledge base

What's New

Release Information

• CoreView Release Notes September 2023
• CoreView Release Notes August 2023
• CoreView Release Notes July 2023

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Announcements

• Introducing the CoreView New User Experience
• Introducing CoreView office hours
• Update to the Exchange Online Powershell module

Getting Started with Customer Care

Essential Information and Service Levels

• How to Open a Support Case
• CoreView Support Service Levels
• CoreView Incident and Problem Response

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Getting Started with CoreView

Welcome Aboard!!

• Greetings from our CEO
• Customer Onboarding Guidebook

Prerequisites

• CoreView Product Overview
• CoreView Application URL and IP Addresses
• Preparing for Onboarding

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Enrolling

• Common Enrollment Issues
• How to Enable SharePoint Management and Import
• Activating your CoreView Tenant

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Configuring

• Configuration Overview
• Creating CoreView Tenant Administrators
• CoreView Operator Uses Cases & Dependencies

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A Quick Tour of CoreView

• A Quick Tour of the CoreView Interface
• CoreView New UX FAQ
• CoreView Dashboards

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Customer management portal

• How to onboard a customer as an MSP

How to

Exchange Online

• How to check and analyze the Message Trace
• How To Configure Email Forwarding
• How to convert a Shared Mailbox to a User Mailbox

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Azure AD

• How to check who changed a User License
• How to enable MFA
• How to get List of all Azure AD Users based on certain filter conditions

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MS Teams

• How to get Owners of any Teams Group
• How to get list of all inactive Teams Group
• How to view and create Teams Private Channels

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SharePoint

• How to check SharePoint Site External Access
• How to know Site Template of a SharePoint Online Site
• How To Manage SharePoint External Sharing Settings

OneDrive

• Grant/Revoke Admin Access to a User's OneDrive

General

• How to Configure Microsoft Loop
• How to find all users with different Admin Role in M365
• How to generate HAR file

Custom Actions Library

Teams

• Get list of guests/external users for a Teams
• Archive Microsoft Teams Group - Custom Action
• Get Group Owners - Custom Action

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Exchange

• How to Grant SendAs/SendOnBehalf on M365 Groups using PowerShell
• Retrieve M365 Group Owner using PowerShell
• Remove a User from all M365 Groups using PowerShell

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Azure AD

• Create OnCloud User for Specific Domain- Custom Action
• How To Check Multi Factor Authentication (MFA) of a User

On-Premises AD

• Add Computer to Group(On-Prem) - Custom Action
• On-Premise AD: Copy Group Memberships- Custom Action
• ActiveDirectory: Create Security Group & Mail Enable using PowerShell

SharePoint

• How to Set User Profile Picture using PowerShell

On-Premise Exchange

• On-Premise: Grand SendAs- Custom Action

Active Directory

• Remove Users from all AD Groups

Getting Started with CoreHybrid

Prerequisites

• Overview of the CoreView Hybrid Feature
• Essential Prerequisites

Deployment

• CoreView Hybrid Deployment Agent
• How to Edit Sync Users: Update Group Membership (Hybrid)
• Hybrid Agent Technical Requirements

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Knowledge Resources

Understanding CoreView - Quick Start Guides.

• CoreView Quick Start Guide Overview and Index - Tenant Admins
• CoreView Quick Start Guide Overview and Index - Operators
• Understanding CoreView Tenant Configuration – Management

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Troubleshooting Common Issues

• Unable to see OneDrive, SharePoint and Exchange Data
• Remote Office 365 PowerShell session can Conflict CoreView Management Actions
• Why I cannot save the changes on existing License pool?

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Tenant Administration

• How to recreate Admins Read-only
• How to add an operator to the portal?
• How to enable and configure CoreView management session

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Security and Auditing

• Audit Events - Event Availability Timing Reference
• How it works: CoreView Admin Account
• Enabling Service Account Password Rotation

Standards and Best Practices

• How to check My profile?
• Ways to Automate the Workflow
• Connecting Microsoft PowerApps to CoreView Workflows

Reporting and Analytics

• How do I Check and Manage Calendar Permissions for a User?
• How CoreView can help you with your Microsoft 365 Chargeback Goals.
• New UX: Understanding the new License Centers

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Managing and Administration

• Teams Voice: Direct Routing Support
• How to enable management function?
• Forward SMTP Address vs Forward Address management actions

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CoreView FAQ

• CoreView Frequently Asked Questions

CoreView Product Manual

Delegation

• Manage V-Tenants
• Recommended Permissions and Management Actions

Reports

• Reports that do not support Custom policies
• Using CoreView Reports
• Forwarding inbox rules

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Management

• Management Wizard
• Management Actions

Health Check

Get started

• Introduction
• Interface and navigation
• Threshold

Monitor and manage the Health Check

• Configuration of dashboard and widgets
• Score and Overview dashboards
• Policy monitoring

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Actions

Management actions

• Introduction
• Monitor Management Actions execution
• Users

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Workflow management actions

• Manual actions

Playbooks

Get started

• Overview
• How playbooks work
• Interface and navigation

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Roles and permissions

• Roles and duties
• Delegate playbooks and policies

Manage and monitor playbooks

• Dashboards and monitoring
• Enable and run policies
• Manage exceptions

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Remediation

• Introduction
• Remediation settings and actions
• How remediation is performed

Out-of-the-Box playbooks

• Introduction
• Overview
• Configuring predefined policies

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Workflows

Roles and permissions

• Roles and duties

Learning Platform

Troubleshooting

• How To Troubleshoot Videos that Won't Start?

CoreVoice

CoreVoice

• CoreVoice Feedback Policy