Release 21.09 Key Features
Modified on Wed, 20 Oct 2021 at 12:50 PM
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
The latest version of CoreView is now available for all datacenters as of October 21st. More than 20 bug fixes and tech improvements have been delivered, including:
- Endpoint Manager – New Actions for iOS devices
- Workflow – Password Input type now available
- Workflow – Failed workflow error available as Input
- Workflow – Retrieve data from Teams objects
- Workflow – Support for 5 new SharePoint Management Actions
- Workflow – OneDrive Management Actions
- Manager Field now available for GuestUsers
- Custom Fields now available for creating a Resource Mailbox
- User Experience – New design of the UserCard available on the info tab
Endpoint Manager – New Actions for iOS devices
You can now execute two new Management Actions for iOS devices via Endpoint Manager - “Disable lost mode” and “Shut down.”
Workflow – Password Input type now available
In the past, managing passwords through workflows required operators to enter passwords using the string input type. The new Password input type follows security best practices by hiding the password being entered and enforces complex rules for setting passwords on a user.
Workflow – Retrieve Data from Teams Objects
Data from Teams group objects can be retrieved using our 'Retrieve data from object' workflow action. This allows you execute new workflow actions like retrieving the number of external members on a Teams group. For security purposes and to control an organizations Teams sprawl, you can identify external members and remove them.
Workflow – Failed workflow error available as Input
Previously, we enabled alternate workflows to execute if a main workflow failed for some reason. However, the error of the main workflow was unknown. We now support an input that holds the reason for the error. This allows a workflow to send an email to an operator alerting them to the failure and explain the error in the message. You can even update a ServiceNow item with the error message within a workflow.
Workflow – Support for 5 new SharePoint Management Actions
All existing SharePoint management actions are now available within CoreView. These include:
- Create Teams site
- Create communication site
- Restore site from recycle bin
- Remove site from recycle bin
- Set SharePoint quota
Workflow – OneDrive Management Actions
We now support more actions for OneDrive and Mailboxes within workflow.
- Add OneDrive owners in bulk
- Remove OneDrive owners in bulk
- Forward address
Manager Field now available for GuestUsers
Manager information was not available to view or edit if a user was a guest user. This restricted the ability to manage users who were contractors or temporary employees. It is now visible in User Report and through Management Actions such as the Edit User Details. This allows CoreView operators to see the assigned managers for contractors or other users outside of the organization.
Custom Fields now available for creating a Resource Mailbox
Support of Custom Fields to the Create Resource Mailbox Management Action is now supported. In the past, this was not supported on this type of Mailboxes.
User Experience – New design of the UserCard available on the info tab
The new CoreView user experience is launching starting with the UserCard. The info tab has been totally redesigned and engineered for better usability. The most important data has been filtered into individual widgets where you can manage a user's details and take quick action from each.
The new UserCard allows for faster management with in-line action directly within the widgets. Remaining management actions are available in their own side tab.
A custom widget is available for you to select two additional points of data on a user that may be needed more frequently.
The new experience is currently only available on the info tab. You can still quickly switch to additional tabs using the drop-down.