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2.A CoreView Product Overview

I. Overview

CoreView is the most advanced Microsoft Office 365 management framework, for enterprise.  Featuring highly scalable technologies, CoreView was designed to service the largest of organizations in their management, delegation, auditing, and reporting needs. As a constantly evolving platform, CoreView securely enforces management policies upon lower level admins, allowing them to perform their job functions in an efficient manner.

CoreView is a Microsoft Azure hosted application which serves as a proxy to Office 365, replacing the native Admin Portal. Sitting between the administrator and Office 365, CoreView leverages Azure AD single sign-on to securely control access to its product functions. At the heart of CoreView sits a sophisticated entitlement engine

which can be used to granularly control access to all its included functions.

The CoreView solution is cloud-based and therefore can be used by Office 365 administrators from their workplace, from home or, if necessary, using a mobile device such as a table or smartphone.  CoreView is optimized for use with Google's Chrome and Microsoft's Edge (Chromium version) web browsers.  While it's possible to use CoreView on other browsers, such as FireFox, Safari, Opera, Internet Explorer and so on, those browsers are not supported. 

II. Core Product Functions

Role Based Access Control (RBAC): CoreView allows you define access to information and actions based on the job function of the person accessing the console. This allows you to give the regional administrator in Chicago access to only the objects in that office, while the finance manager only has the ability to view licensing and service usage reports. Meanwhile a high level administrator is allowed to make only specific changes to defined users.

License Pool: Directly tie license allocation to specific agencies or business units. This allows you to ensure that the Taxation Agency is limited to using the 30 licenses allotted to them. Should they hire new employees, CoreView will show that their licenses have been consumed, preventing them from grabbing licenses not owned

by them. This helps to drive home the need to “true up” internally before new licenses are purchased.

Delegate Administration: By taking advantage of CoreView's RBAC capabilities, combined with the ability to segment your Office 365 data along business lines, organizations can delegate access to CoreView to local IT administrators, Human Resources, or any individual in your organization who may have a need to access Office 365 information.

Use Virtual Tenants to segment data along business lines: Define management and reporting tasks by automatically segmenting your enterprise based on specific groupings, such as agency, city, or department. Once segmented, address management and licensing concerns based upon the groupings.

Audit User Activity: Analyze user activity in detail as they interact with Office 365 on a daily basis. Narrow the scope of events either per user or per service to find access times, document names, and specific activities such as sharing access with external users.

Service Usage Reporting: these reports delving into all aspects of your Office 365 tenant. See in detail how your users are using Office 365 and see where your users need help in terms of consuming lesser used workloads.  Where needed, reallocate licensing to more appropriate tiers of service. Reports available for Exchange Online, SharePoint Online, Skype for Business, OneDrive for Business, Office Pro Plus, Mobile Devices, and Yammer.

Adoption Campaigns: Start by using targeted reporting to find which users are failing to use specific services.  Then create an automated education and tracking workflow to deliver training materials, track messages read & click through rates, and finally tie it all back to increases in adoption and service consumption. 

On Event Alerting: Send email alert notifications when events are generated pertaining to any auditable action.Send alerts when the Governor’s mailbox permissions are modified, or when a non-owner administrator accesses any content. Any activity audited within CoreView can be alerted on. Includes full support for both Office 365, and Azure AD events.

CoreLearning: We offer organizations a video-based Office 365 learning platform that your end-users can access to help them understand how to make the most of the Office 365 resources available to them.  Our inventory of over 2,500 short, focused videos cover all aspects of the Office 365 suite of products as well as Office desktop client software.  We also provide customers with the means to integrate CoreLearning directly into key services, such as Teams, SharePoint or Dynamics 365.  Do you need instruction in different languages?  We've got that covered too.  Finally, can upload any videos you may have produced (or purchased) to our CoreLearning portal for your employees to access.

III. Additional Capabilities

Customers can extend their ability to administer the enterprise by adding in any or all of the following additional components:

  • Automation (RPA) Add On (workflow): CoreView is the only unified management solution for Office 365 that can help organizations perform automated end-to-end process workflow for admin tasks, including account provisioning and deprovisioning. Different steps can be chained together so they are performed in the appropriate sequence. All management actions can be used in a workflow, including custom PowerShell scripts, opening the door to unlimited automation scenarios.
  • Multi tenant Add On: Multi tenant capabilities
  • Hybrid Add On:  Turn CoreView into a single pain of glass for both cloud-based and on-premises identity management (IAM). The cost to an enterprise to purchase and implement a full-featured Identity Access and Governance solution can be prohibitive and therefore, many organization go without.  Our CoreHybrid solution expands the management and reporting capabilities of CoreView to include identities and accounts that are on-premises only, providing you with IAM capabilities for a fraction of the cost.
  • Unlimited Retention Add On: an additional retention 
  • Unlimited Retention Add On*: an additional retention (1 year) for all the audit reports.

IV. Architecture Overview

CoreView accomplishes these functions through a multi-layered application interface designed to handle large numbers of users. 

Data collection is performed against Azure AD and Office 365 through a variety of methods and APIs. However, the vast majority of our calls have been migrated to the Graph API. As transient point in time meta-data is collected (for example mailbox size), CoreView maintains that information to provide historical analytics within our interface.

Some information is still only available via PowerShell, and in those cases we continue to leverage that interface to collect the required meta-data. If “management actions” have been activated within the CoreView portal to control changes made to user objects, such as changing mailbox permissions, creating/editing Office 365 Groups, or resetting a password, a remote PowerShell host instance is established in the background to execute the requested action. Policies defined within CoreView control the changes any given operator is allowed to make, the user objects they are allowed to modify, and the reports they are entitled to execute against those objects.

A more detailed architecture overview is available to customers upon request.


Published: 07/01/2018

Updated: 08/27/2020

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