Introduction
Modified on Wed, 31 May 2023 at 11:12 AM
Categories
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What's New
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Release Information
- CoreView Release Notes September 2023
- CoreView Release Notes August 2023
- CoreView Release Notes July 2023
- CoreView Release Notes June 2023
- CoreView Release Notes May 2023
- CoreView Release Notes April 2023
- 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
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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
- Creating CoreView Tenant Administrators
- CoreView Operator Uses Cases & Dependencies
- Creating a License Pool
- Understanding Virtual Tenants
- "Send As" DNS Requirements for CoreAdoption Campaigns (Optional)
- How to enforce MFA on CoreView service accounts
- Creating a License Pool
- How to ensure security for CoreView service accounts
- Disabling MFA for CoreView service accounts
- Set Conditional Access to grant access only inside the CoreView data center
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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 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 365
- 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
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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 (New UX)
- Understanding CoreView Operator Roles
- Understanding CoreView Operator Delegation
- Understanding CoreView - Report Column Filtering
- Understanding CoreView Tenant Configuration - V-Tenant User Filters
- Understanding CoreView Tenant Configuration - Portal Information
- Understanding CoreView Tenant Configuration Options
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Troubleshooting Common Issues
- 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
- Unable to modify the Assigned Licenses in my License Pool Report
- Enabling Permission for Endpoint Manager Actions
- How to enable permission for BitLocker keys report
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Tenant Administration
- How to recreate Admins Read-only
- How to add an operator to the portal?
- How to enable and configure CoreView management session
- 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"
- 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
- How to provide consent to import exchange information
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Reporting and Analytics
- How do I Check and Manage Calendar Permissions for a User?
- 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 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?
- 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
- 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
- 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
- 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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Understanding CoreView - Quick Start Guides.
- CoreView Product Manual
- Health Check
- Actions
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Playbooks
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Out-of-the-Box playbooks
- Introduction
- Overview
- Configuring predefined policies
- Edit policy settings: Set and monitor thresholds
- Edit remediation settings: Manual and automatic remediation
- Edit remediation settings: Configure attestation
- Remediation settings: Security & Identity policies
- Remediation settings: Teams Management policies
- Remediation settings: License Management policies
- Remediation settings: SharePoint & OneDrive Management policies
- Remediation settings: Exchange Management policies
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Out-of-the-Box playbooks
- Workflows
- Learning Platform
- Internal Customer Care Resources
- Archive
- PowerShell
- Webinars and Events
- CoreVoice
- Internal Support
Out-of-the-Box playbooks are pre-configured collections of policies that are beneficial to any organization. They are flexible, best-practice templates that automatically detect and resolve issues in your Microsoft 365 environment. With these playbooks, you can easily stay ahead of policy violations and compliance issues, ultimately enhancing your security, cost-effectiveness, and productivity without the need for lengthy implementation processes.
When to use them
If you're unsure about which policies to manage, Out-of-the-box playbooks offer a great starting point.
These ready-to-use solutions can be quickly and easily implemented, providing you with flexible templates based on industry best practices.
Categories
These policies allow you to implement components to develop a comprehensive security strategy. They are a simple and effective solution for enhancing security, particularly in protecting sensitive information against attacks such as phishing, brute force, and other forms of unauthorized access, preventing account takeovers, and increasing security for cloud-based services.
- User without MFA
- Admin without MFA
- Users without default MFA method
- Admin on cloud without strong password
- Inactive last 60 days but not blocked Users
- Inactive Guests in the last 90 days
- Admin with password not changed in the last 90 days
From a security perspective, new teams and channels can be created effortlessly, files and other data can be added without ensuring proper user access, guest users can be added indefinitely, and there is little motivation to clean up unused resources.
Moreover, from a productivity standpoint, the accumulation of files and data in Teams can make it challenging for employees to locate the correct and most relevant information.
Teams policies provide recommended practices to enhance both security and productivity.
- Empty Teams Groups
- Inactive Teams Groups
- Inactive Guest Users in the last 90 days
- External User(s) in security groups
- External User(s) in Microsoft 365 Groups
- Teams Groups with Guest Users
- Teams Channels with External UsersTeams with Guest Users
- Teams with guest users that have a certain sensitivity label
- Inactive Teams users with 'Audio conferencing' license
These policies provide recommended practices for identifying and preventing license waste, while also ensuring the protection of valuable data.
- Inactive Office 365:
E1, E3, E5, F3, G1, G3, G5 Plans
- Inactive Microsoft 365:
E3, E5, F1, F3, F5 Plans - Licenses Assigned to Guest Users
- Licenses Assigned to basic Shared Mailboxes
- Unused Teams Audio conferencing license
- Unused Teams Voice license (PSTN)
- Disabled Users with Assigned Licenses