CoreView Product Overview
Modified on Tue, 06 Dec 2022 at 07:53 AM
- CoreView Release Notes March 2023
- CoreView Release Notes February 2023
- CoreView Release Notes January 2023
- CoreView December 2022 Release Notes
- CoreView November 2022 Release Notes
- CoreView October 2022 Release Notes
- September 2022 Release Notes
- August 2022 Release Notes
- Release 22.06 Key Features
- Release 22.05 Key Features
- Release 22.04 Key Features
- Release 22.03 Key Features
- Release 22.01 Key Features
- Release 21.12 Key Features
- Release 21.11 Key Features
- Release 21.10 Key Features
- Release 21.09 Key Features
- Release 21.08 Key Features
- Release 21.07 Key Features
- Release 21.05 Key Features
- Release 21.04 Key Features
- Release 21.03 Key Features
- Release 21.02 Key Features
- Release 21.01 Key Features
- Release 20.12 Key Features
- Release 20.11 Key Features
- Release 20.10 Key Features
- Release 20.09 Key Features
- Release 20.08: Key Features:
- Release 20.07: Key Features:
- Release Information
- Getting Started with Customer Care
Getting Started with CoreView
- 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
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
- How to check and analyze the Message Trace
- How To Configure Email Forwarding
- 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 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
- Exchange Online
- Custom Actions Library
- Getting Started with CoreHybrid
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
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
- 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
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
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
Customer Engineering Workshop
- 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
- Understanding CoreView - Quick Start Guides.
- Internal Customer Care Resources
- Service Issues
CoreView Product Manual
- 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
- Getting Started with CoreLearning
- Getting Started with CoreScan
- Getting Started with CoreTag
- Getting Started with CoreSaaS
- Learning Platform
CoreView is the most advanced Microsoft Office 365 management framework for enterprises. 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 efficiently.
CoreView is a Microsoft Azure-hosted application that 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 control access to all its included functions granularly.
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 tablet or smartphone. CoreView is optimized for use with Google's Chrome and Microsoft's Edge (Chromium version) web browsers.
Note: While it's possible to use CoreView on other browsers, such as Firefox, Safari, Opera, and so on, those browsers are not supported.
Core Product Functions
Role Based Access Control (RBAC): CoreView allows you to 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. At the same time, the finance manager only can view licensing and service usage reports. Meanwhile, a high-level administrator can only make 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 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 daily. 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 delve into all aspects of your Office 365 tenant. See how your users are using Office 365 and see where your users need help in consuming lesser-used workloads. Where needed, reallocate licensing to more appropriate tiers of service. Reports are 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 fail 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 about 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. This includes full support for both Office 365 and Azure AD events.
CoreFlow: 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 de-provisioning. 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.
Customers can extend their ability to administer the enterprise by adding in any or all of the following additional components:
Multi-tenant Add On: Multi-tenant capabilities.
Hybrid Add On: Turn CoreView into a single pane of glass for 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 organizations 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.
SQL Connector Add On: this add-on provides you with the ability to download your CoreView data into an Azure SQL Server you should provision in your Azure subscription. Thanks to this add-on, you will have the change to build up custom reports by your own integrating a number of additional data sources and leverage the information collected by CoreView integrating data with many different sources, such as SAP, or HR tools.
Teams Advanced Add On: Teams Advanced adds to the already powerful Teams features of CoreSuite to deliver even more information about Teams usage and user experience. This solution provides trending data of Teams usage and quality over time. From these reports and metrics, admins can easily drill down and view user problems for diagnosis.Teams Advanced has insight Microsoft can’t provide, with detailed information on every call so you can track quality of voice, video and sharing. You also get reports by department or group on how Teams services are being utilized.All this insight is available from the CoreSuite management interface that handles all M365 Services.
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, most 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 can 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.