CoreView Data Imports for Microsoft 365 (New UX)
Modified on Fri, 10 Feb 2023 at 09:53 AM
Categories
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What's New
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Release Information
- CoreView Release Notes May 2023
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- Release 22.06 Key Features
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Release Information
- Getting Started with Customer Care
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Getting Started with CoreView
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Configuring
- Configuration Overview (New UX)
- Configuration Overview
- Creating CoreView Tenant Administrators (New UX)
- Creating CoreView Tenant Administrators
- CoreView Operator Uses Cases & Dependencies
- Creating a License Pool
- Understanding Virtual Tenants
- Frequently Asked Configuration Questions
- "Send As" DNS Requirements for CoreAdoption Campaigns (Optional)
- How to enforce MFA on CoreView service accounts
- Creating a License Pool
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A Quick Tour of CoreView
- A Quick Tour of the CoreView Interface
- Introducing the CoreView New User Experience
- CoreView New UX FAQ
- CoreView Dashboards
- Using CoreView Reports
- How to use CoreView Management Actions (New UX)
- How to use CoreView Management Actions
- Understanding CoreView Releases
- Creating your first Workflow - A Practical Exercise
- Introducing the new site for Partner customer management
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Configuring
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How to
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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
- How to convert a user mailbox to a shared mailbox in Exchange Online
- How to Create Microsoft 365 Groups for Improved Collaboration
- How To Create Shared Mailbox
- How To Create User Mailbox
- How To Grant Access To Mailbox
- How to List all the Mailboxes a User has access to in Microsoft 36
- How to remove delegates from Mailbox
- How to remove user access to Mailbox
- How to review and manage Exchange online mailbox permissions
- How to verify if a user has updated the Password
- Read Permission for Mailbox
- What are security groups and How to create it
- What is a Distribution Group and How to create it
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Exchange Online
- Custom Actions Library
- Getting Started with CoreHybrid
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Knowledge Resources
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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
- Understanding the CoreView Operator Profile
- Understanding CoreView Operator Roles
- Understanding CoreView Operator Delegation
- Understanding CoreView - Report Column Filtering
- Understanding CoreView - The User Interface
- Understanding CoreView Tenant Configuration - V-Tenant User Filters
- Understanding CoreAdoption – Templates and Campaigns
- Understanding CoreLearning - Content Hierarchy
- Understanding CoreView Tenant Configuration - Portal Information
- Understanding CoreView Tenant Configuration - CoreLearning
- Understanding CoreView Tenant Configuration Options
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Troubleshooting Common Issues
- Unable to see OneDrive, SharePoint and Exchange Data (New UX)
- 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?
- Error when attempting to perform a Management Action (New UX)
- Error when attempting to perform a Management Action
- Unable to modify the Assigned Licenses in my License Pool Report
- Enabling Permission for Endpoint Manager Actions (New UX)
- Enabling Permission for Endpoint Manager Actions
- How to enable permission for BitLocker keys report (New UX)
- How to enable permission for BitLocker keys report
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Tenant Administration
- How to recreate Admins Read-only (New UX)
- How to recreate Admins Read-only
- How to add an operator to the portal?
- How to enable and configure CoreView management session (New UX)
- How to enable and configure CoreView management session Current UX
- How to provide a consent to activate Azure AD Reports Feature and activate Partial Import?
- Tips & Tricks: Leverage Pivot Reports to Prototype License Pool Criteria Filter
- Tips & Tricks - How to manage email notifications for newly added Operators.
- Disable MFA from Read Only Service Accounts
- How To: Report on "Consumed Portal Licenses" (New UX)
- How To: Report on "Consumed Portal Licenses"
- How to Configure Allowed IP Addresses for CoreView Service Accounts
- Tips & Tricks: How to merge License Pools
- How to Use CoreView's Global Report Filters
- How to use the What If tool to check Azure AD conditional access policies
- How to Configure Allowed IP Addresses for CoreView Service Accounts
- How to Archive a Teams Group
- How to Restore a Teams Group
- On-demand Import for a Single Device in Endpoint Manager (Intune)
- Custom Actions using the Microsoft Graph API
- How to set up your tenant for the switch to Microsoft Graph API
- GraphAPI configuration: How to get Client ID and Client Secret
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Reporting and Analytics
- How do I Check and Manage Calendar Permissions for a User? (newUX)
- How CoreView can help you with your Microsoft 365 Chargeback Goals.
- New UX: Understanding the new License Centers
- Understanding the Savings Opportunities Dashboard
- Understanding the License Optimization center
- Understanding License Pool Snapshots report
- Understanding Call quality dashboard
- Understanding Call quality report
- Understanding User call quality report
- Understanding Teams groups activity report
- Understanding Teams Adoption Growth Report
- Understanding Endpoint Manager reports
- Understanding Teams dashboard
- Understanding Risky Users report
- Understanding KPI dashboard
- Understanding Storage Dashboard
- Troubleshoot Active Users (License Usage) data
- Legacy Protocol Management
- Report Columns: Is active 30/60/90
- Quarantined Messages Report - Understanding The Reports
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Managing and Administration
- Teams Voice: Direct Routing Support
- How to enable management function?
- CoreView Playbooks Overview
- CoreView Playbook Policy Overview
- Forward SMTP Address vs Forward Address management actions
- How to add the users in bulk while executing Users management actions?
- How to Create & Manage Custom Actions (New UX)
- How to Create & Manage Custom Actions
- How to schedule a report to be sent automatically, and how to modify its scheduling options?
- How to schedule an alert report for the License Count
- Tips & Tricks – How to read and modify license pool report?
- Overview of CoreView Workflow
- How to delegate Workflow management using roles
- How to configure CoreView and ServiceNow integration
- How to Enable Multi Factor Authentication for Operators and Admins who Access the CoreView Portal (New UX)
- How to Enable Multi Factor Authentication for Operators and Admins who Access the CoreView Portal
- How Can I Migrate from Group-Based Licenses to Direct Licenses Managed by CoreView?
- Naming convention rules
- Custom Actions: Forbidden and Warning Values
- How to add users to Distribution Group in bulk using via CSV
- Not able to manage licenses error (New UX)
- Not able to manage licenses error
- Using custom action json output as an input in the workflow
- Setting the Sensitivity Label on SharePoint as a Mandatory Field
- DistinguishedName vs OnPremisesDistinguishedName
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Customer Engineering Workshop
- Migrating from Azure Group Based Licensing to CoreView
- Customer Engineering Workshop - Teams Voice
- Customer Engineering Workshop - Playbooks – policy, perfected
- New UX Workshop - General Overview Session 2
- New UX Workshop - General Overview Session 1
- What’s new in License reporting – the new user interface and the License Center
- CoreView and ServiceNow – Integrating Workflows with ServiceNow
- Advanced Workflows & Custom Actions
- Customer Engineering Workshop: Reports, Dashboards, and Alerts
- Limiting M365 Admin Access with Permission Roles, V-tenants, and License Pools
- Customer Engineering Workshop Global - Group Licensing with CoreView
- Customer Engineering Workshop Global - Filters and Custom Actions
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Understanding CoreView - Quick Start Guides.
- Internal Customer Care Resources
- Service Issues
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CoreView Product Manual
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Analyze
- Dashboards
- KPI Dashboard
- Operational Reports
- License Reports
- User Reports
- Mail Traffic Reports
- Exchange Reports
- Skype for Business Reports
- Teams Reports
- Group Reports
- Device Reports
- Endpoint Manager Reports
- Security reports
- SharePoint Reports
- Aggregation Reports
- OneDrive Reports
- Yammer Reports
- Report Actions
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Analyze
- Getting Started with CoreLearning
- Getting Started with CoreScan
- Getting Started with CoreTag
- Getting Started with CoreSaaS
- Learning Platform
- Playbooks
This article will cover how CoreView collects information from your Microsoft 365 tenant.
CoreView imports data from your Microsoft 365 tenant using two different methods; Full and Partial Imports, each with its own unique timetable. Here is a brief description of each import method:
Full Import - A customer's CoreView tenant will receive a full import roughly every twenty-four hours. The actual execution of this import is performed after normal working hours, but the final timing of this is subject to Microsoft's data management practices. Therefore, we can't guarantee a specific time when the import runs or the import's time to completion. In addition, there isn't a way for a customer to force a full import.
Partial Import - The import is performed every minute and provides you with a near real-time update of key account information as well as any groups within your CoreView portal.
Note: Please refer to the attached exhibit for a list of Azure AD (and some Exchange) attributes that are currently included in the Partial Import, as well as any noteworthy limitations.
This article will detail what is included in Partial Imports, which are imported in near real-time. Anything else is imported once per day, including Usage Statistics.
You can confirm when the last import occurred by navigating to Settings > My Organization > Portal Information. On the right-hand side of the screen, you will see a textbox that contains the timestamp for your most recent import. See the example below:
Partial Import
Azure AD
The following Microsoft 365 Azure AD account object attributes are those whose values are updated for online users1 when a Partial Import2 is performed. A Partial Import is completed roughly every minute3 and provides you with a near real-time update of key account information.
Note: A Partial import will only be performed if data associated with any of the following attributes changed since the last successful Partial Import.
For more information and details please check Microsoft documentation here: https://docs.microsoft.com/en-us/graph/api/resources/user?view=graph-rest-1.0
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Licenses
Newly acquired licenses are updated during Partial Import so that if a new license is added, it will become available in near real time
For more information and details please check Microsoft documentation here: https://docs.microsoft.com/en-us/graph/api/resources/subscribedsku?view=graph-rest-1.0
Fields updated:
SkuId
SkuPartNumber
ConsumedUnits
PrepaidUnits
ServicePlans
Groups
Groups and member changes are retrieved in near real-time during Partial Import.
For more information and details please check Microsoft documentation here: https://docs.microsoft.com/en-us/graph/api/resources/group?view=graph-rest-1.0
Fields updated:
Description
DisplayName
MailEnabled
MailNickName
OnPremisesLastSyncDateTime
OnPremisesSecurityIdentifier
OnPremisesSyncEnabled
OnPremisesDomainName
OnPremisesNetBiosName
OnPremisesSamAccountName
ProxyAddresses
SecurityEnabled
Visibility
CreatedDateTime
RenewedDateTime
ResourceProvisioningOptions
Members
Owners6
Footnotes
- The changes for Microsoft 365 Azure AD account object attributes for online users are visible in the users and exchange reports as well as under the User card, but not in the reports not related to online users such as licenses reports, SharePoint, OneDrive, Teams, etc.
- A partial import is not available if a CoreView tenant has not been granted access to Microsoft GraphAPI.
- The time it takes for a Partial (or Full) Import may be subject to any data throttling Microsoft may have in place at that time.
- ¿ This icon identifies this attribute, which is available for use as a License Pool Filter Criteria , which is recalculated every 30 minutes.
- (E) This identifies attributes retrieved from Exchange .
- In case only the owner is modified, then this change won't be captured by the partial import but imported with the full import. In addition to the owners, any other properties can be changed (add a member and remove it). This way the partial import will import the change.