Understanding CoreView Tenant Configuration – Management

Modified on Mon, 05 Dec 2022 at 02:13 PM

CoreView management session allows operators to execute management actions, custom actions, and workflows. The management session needs to be active when performing actions. The management session needs to be enabled using Microsoft 365 administrator credentials. 


There are 2 possible configurations for CoreView management sessions:


  • Default - Microsoft Global Admin without MFA enabled credentials required
    CoreView creates an interactive PowerShell session with Office 365. As there isn't a good way to feed the token value into this session the Global Admin account used to activate management session must NOT have MFA enabled.

  • Advanced - No credentials required. Service account needed.
    This feature enables lower-level admins and help-desk operators to make delegated changes to defined user accounts, as no Microsoft credentials are used to enable this type of management session.


How to enable CoreView management session


The management session can be enabled by every operator with the ‘Management’ role.

Enabling CoreView management session ‘Default’ and ‘Advanced’ configuration is quite similar, the difference for delegated operators is the need to enter credentials when using the ‘Default’ configuration.

When the username and password have been filled in (or the ‘Advanced’ management session is enabled), operators can start the management session clicking on the ‘Turn on management session’ button.



Enabling the management session can require some time, normally a few minutes. Once it is enabled, the header will show the ‘Management ON’ message. Clicking on that, operators can view further details and turn it off.

 


Changes to any tenant-level configuration(s) will require that Operators log off CoreView and then log back in to ensure the change properly inherited by each Operator. Please refer to this article for more details: How to change management type: default vs advanced?


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