CoreView Operator Uses Cases & Dependencies
Modified on Mon, 05 Dec 2022 at 08:08 AM
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- 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
- Introducing the new site for Partner customer management
- 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
- 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
- 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
- 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
This article will provide an overview of how CoreView operators are defined, use cases, and dependencies.
In CoreView, we define an Operator as anyone in your organization who has a need to log in to CoreView, regardless of the reason. The use of CoreView need not be limited only to what IT organizations view as a classic Delegated Administrator, but can also include individuals in other business roles, such as:
CIO/DCIO/CISO - Access to various CoreView dashboards and key performance metrics.
Legal Staff - Place individuals on/off litigation hold as needed.
Human Resources - Access to/or maintenance of employee demographic information.
Training/Organizational Development Staff - Access to CoreAdoption resources to augment their training and adoption goals.
The identity of an Operator is sourced from accounts in Office 365. This is known by CoreView as an Organizational Account. While you could create an Operator account for someone who does not have an Organizational Account, this is not a best practice. You create a CoreView Operator in the same manner as you created a TenantAdmin, following the instructions found in Create CoreView Tenant Administrators. However, the difference between the two is that generally, an organization doesn't create Operators unless they plan to implement some form of delegation.
An Operator's activities are logged into an Audit Log to which any TenantAdmin has access. Moreover, through Manage Operators, a Tenant Admin can see an inventory of all Operators and access the details of their operator account.
Operator Use Cases
Below are examples of when a CoreView Operator account might be assigned to someone in your organizations.
Office 365 Administrators
Creating Operators as TenantAdmins is a common practice to allow full management of Office 365.
Help Desk Staff
Help Desk staff may benefit from access to CoreView for a variety of reasons.
Delegated Exchange Administrators
If your organization's IT services are delegated, you may choose to delegate access to CoreView's exchange management capabilities.
You may provide members of your legal department access to CoreView to allow them to place or, or remove accounts from, legal hold.
Your CIO or CTO may desire access to CoreView to view the executive-level dashboards, license optimization or chargeback reports.
A CoreView Operator is an account that is created in CoreView by a Tenant Administrator which allows the individual associated with that account to log into CoreView to perform a technical or business activity. The Operator Types below are not formal CoreView types; rather, they are more along the lines of functional “use cases” and are provided for illustration purposes. Each customer can and should determine on their own how they want to manage their Operators.
Common Operator Types
A Tenant Administrator in CoreView is an Operator who has been granted the the specific TenantAdmin role in CoreView. This type is analogous to someone being a Global Admin in Office 365. Individuals in this type of role usually fall under one or more of an organization’s security policies pertaining to anyone who has been assigned elevated permissions.
A TenantAdmin usually does not need to be a Global Admin in Office 365 to use CoreView and perform the functions of a TenantAdmin.
A Delegated Administrator in CoreView is an Operator who is typically granted permission to execute Management Actions against Office 365 on behalf of the business unit to which they are assigned.
Individuals in this type of role may fall under one or more of an organization’s security policies pertaining to someone who has been assigned elevated permissions.
Examples would involve managing users, mailboxes, groups, and so on.
A Delegated Operator in CoreView is an Operator who is typically granted read-only permissions to view dashboards and/or run reports. This type of account is considered more business-oriented, meaning it would be issued to someone who isn’t a mainstream IT person.
Depending on the need, a Delegated Operator may be granted permission to run a limited set of Management Actions that are relevant to their business function. For example, granting an attorney permission to allow them to add or remove a Litigation Hold against a user’s mailbox or giving an Administrative Assistant permission to manage a business unit’s distribution lists.
Any implementation of an Operator account would typically depend on other aspects of your CoreView configuration. Your implementation of Operators depends on your looking at the whole of CoreView and how you want to take advantage of CoreView's power to achieve your organization's business goals.
Therefore, you may need to defer the creation of Operators until other configurations which may affect their permissions are set up:
Virtual Tenants - Virtual Tenants allow you to segment your business data and restrict an Operator's span of control to only a particular set of business data.
Permissions - The creation of role-based access controls (permissions) is essential to ensure that any Operator has the appropriate access to perform the activities required of them.
License Pools - An Operator's access to license pools allows them to manage the assignment or recovery of licenses, but only within the scope defined by the organization.
Please refer to the following article for more information on how to create and manage operators: Manage Operators