Customer Onboarding Guidebook

Categories

• What's New
  • Release Information
    • 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:
  • Announcements
    • 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
    • Reporting an Issue's Priority
    • Understanding the Status of "Resolved"
    • Announcing UserVoice for Customer Feedback and Ideas
• 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
    • CoreView Data Imports for Microsoft 365 (New UX)
    • A Note About CoreView Security
    • CoreView's Use of Administrative Credentials
  • Enrolling
    • Common Enrollment Issues
    • How to Enable SharePoint Management and Import
    • Activating your CoreView Tenant
    • CoreView Enrollment Guide
    • How to set custom service accounts during CoreView onboarding
    • How to Enable CoreTeams Analytics
    • How to Retrieve Send As From Exchange
  • 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
  • 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
  • Exchange Online
    • 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
  • 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
    • MFA Enabled vs Enforced: what's the difference?
  • 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
    • How To Create Teams Call Queue
    • How to Find Empty Teams Groups in M365 Tenant: Step-by-Step Guide
  • SharePoint
    • How to check SharePoint Site External Access
    • How to know Site Template of a SharePoint Online Site
  • OneDrive
    • Grant/Revoke Admin Access to a User's OneDrive
• Custom Actions Library
  • Teams
    • Get list of guests/external users for a Teams
    • Archive Microsoft Teams Group - Custom Action
    • Get Group Owners - Custom Action
    • Get Team Owner Names - Custom Action
  • 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
    • Retrieve Distribution List Group Owner using PowerShell
  • 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 Enable Custom Properties and Attributes (Hybrid)
    • How to Edit Sync Users: Update Group Membership (Hybrid)
• 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
    • 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
  • 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
  • Security and Auditing
    • Audit Events - Event Availability Timing Reference
    • How it works: CoreView Admin Account
    • How to Create a KPI Exception and How to use it
    • Enabling Service Account Password Rotation
  • Standards and Best Practices
    • How to check My profile? (New U
    • 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? (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
• Internal Customer Care Resources
• Service Issues
  • Service Issues
    • Customer Guidance for Reported Zero-day Vulnerabilities in Microsoft Exchange Server
• CoreView Product Manual
  • Login
    • Account Login
  • 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
  • Delegation
    • Administrative Functions
    • My Organization
    • Organization Settings
    • Manage Operators
    • Manage V-Tenants
    • Manage License Pools
    • Manage Permissions
    • Recommended Permissions and Management Actions
    • Manage License Template
    • Manage Custom Dashboards
    • Manage KPIs
  • User Card
    • User Card
  • Reports
    • PSTN Usage Report
  • Management
    • Enable Management Function
    • Management Wizard
    • Management Actions
  • Audit
    • Audit
    • Microsoft 365 Reports
    • Exchange Reports
    • Threat Intelligence Reports
    • CRM Reports
    • Teams Reports
    • 7.7 Power BI Reports
    • Security and Compliance
    • SharePoint Reports
    • OneDrive Reports
    • Alerts Reports
    • Azure AD Reports
    • Power Apps Reports
  • CoreLearning
    • Libraries
    • Reports
    • Branding
    • Settings
  • Drive Campaign
    • Manage Campaigns
    • Manage Templates
• Getting Started with CoreLearning
• Getting Started with CoreScan
• Getting Started with CoreTag
• Getting Started with CoreSaaS
• Learning Platform
  • Troubleshooting
    • How To Troubleshoot Videos that Won't Start?