Release 21.04 Key Features
Modified on Thu, 10 Jun 2021 at 11:06 AM
Categories
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What's New
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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:
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Release Information
- Getting Started with Customer Care
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Getting Started with CoreView
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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
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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
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Configuring
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How to
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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
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Exchange Online
- Custom Actions Library
- Getting Started with CoreHybrid
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Knowledge Resources
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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
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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
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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
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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
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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
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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
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Understanding CoreView - Quick Start Guides.
- Internal Customer Care Resources
- Service Issues
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CoreView Product Manual
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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
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Analyze
- Getting Started with CoreLearning
- Getting Started with CoreScan
- Getting Started with CoreTag
- Getting Started with CoreSaaS
- Learning Platform
CoreView 21.04 was released May 27, 2021. With this release, we continue our focus on platform enhancements, as well as adding important features that boost CoreView Adoption, Microsoft 36S Governance, and Automation.
Here’s a list of all the main new features:
Added Management Actions to User Card
Management Actions have been added to the User Card (user information). Now when you open a User Card you’ll see a list of 10 of the most common Management Actions and the ability to see all Management Actions by clicking on “View all actions”. This should reduce the number of clicks required when managing users. The “Manage” drop-down is still available in each section of the User Card.
Top 10 Management Actions in User Card:
View All Actions:
New roles for workflow creation (RBAC)
There are 2 new roles for CoreView Operators – Workflow Editor and Workflow Publisher available under “Manage Operators”.
NOTE: Any operator who has the “Manage” role and has permissions to Workflow(s) can still execute workflows and use them in scheduling but will need to be given the editor role to create NEW workflows.
Roles and permissions:
Delegate Groups in Virtual Tenant by owner
A new option in “My Organization\Settings\Virtual Tenant\ Groups: Filter groups by owner” allows you to select if you want to include groups in the Virtual Tenants if a user in the Virtual Tenant is the owner of a group. With this option selected, if a user in the Virtual Tenant scope is the owner of a group, that group will automatically be included in the Virtual Tenant without having to set group filters for the Virtual Tenant.
Filter Users by Group Membership
In the Users report there’s a new filter option for groups. You can filter the report by users in (or not in) a particular group. This can be very useful when used with scheduling and workflows. You can now setup a filter to return users where department=Sales and Users are not a member of the Sales Group. This can then be scheduled, and a workflow created to add users to the Sales Group.
UI update for using Workflows for scheduling reports and alerts
When scheduling a report or setting up an alert, there’s now a button for +Add Workflow which then shows the list of available workflows. The previous UI had both search and “Add” which was confusing.
Create Modern Sites in SharePoint
There’s a new Management Action for SharePoint, “Create SharePoint Modern Site”. This action will create a new site based on Microsoft’s Modern Experience.
ServiceNow Integration Phase 1
- ServiceNow Integration in CoreSuite
ServiceNow integration has been moved from the Multi-SaaS Add-On to the CoreSuite Platform directly. This initial integration allows you to configure the ServiceNow connection in the organization settings (My Organization\Settings\ServiceNow Configuration). The ServiceNow Configuration option can be added to your organization’s settings by reaching out to our Customer Care Team. To make this request, please log into the CoreView Customer Care portal and open a General Support Case.
- ServiceNow Change Incident Status
Once the connection is established, you will see ServiceNow as an option in Workflow. Initially you can update the status of a ServiceNow ticket. You can call the Workflow from ServiceNow which can pass the ticket number to the workflow, complete the workflow, and update the ticket status accordingly.
Bugs and Tech improvements:
- More than 50 Bug Fixes and Tech improvements have been delivered in this release!