Creating a License Pool
Modified on Wed, 15 Jun 2022 at 08:13 AM
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- Release Information
- Getting Started with Customer Care
Getting Started with CoreView
- 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
- 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
- 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 (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
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
- 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
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
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
- Understanding CoreView - Quick Start Guides.
- CoreView Product Manual
- Health Check
- 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
- Out-of-the-Box playbooks
- Learning Platform
- Internal Customer Care Resources
- Webinars and Events
- Internal Support
A License Pool is an organizationally-defined segmentation of data that is designed specifically to enable the fine-grained administration of an organization's Office 365 subscriptions and services. The ability to create and maintain License Pools is part of the following CoreView subscription plans. Subscription plans tagged as "Deprecated" are no longer being sold as of January 2019.
- Enterprise (Deprecated)
- Professional (Deprecated)
- Full Suite (Deprecated)
- Delegated Administration (Deprecated)
- License Management (Deprecated)
You can access the License Pool management feature by clicking on the Management Menu and then on Manage License Pools. When you first enter Manage License Pools, the page will be empty. To initialize your License Pools, you will need to click on the Manage drop down menu on the right side of the Manage License Pools page and then select Configure.
The Configure License Pool User Interface
The Configure License Pool user interface is quite simple and consist of three key areas.
- The Configure License Pool web page. This represents the entirety of your working area when configuring License Pools.
- License Pool Filter Criteria Mode. This is where you select the Filter Criteria you feel is best suited to define your License Pools. Please note that the set of available Filter Criteria is fixed to a subset of account attributes and those most likely to be used to define a License Pools. Please see Section II, below for additional information.
- Configuration Options tabs. You access these tabs to add the licenses you want to manage as well as where you can define any overhead costs for License Management, should this be needed for the purposes of chargeback.
A License Pool is defined by one of two Filter Criteria . The type of Filter Criteria can be selected one of the two Modes. below. The Mode selection is identified by B above.
Enforce - This Filter Criteria will define all License Pools. You also have the ability to define a second level Filter Criteria to add an additional layer of segmentation.
Assign - Allows you to rely on CoreView Portal Attributes versus an attribute that is associated with an account. These attributes are stored by CoreView within your CoreView Tenant and these are typically used by customers when, for any reason, an organization doesn't feel that they can rely on an Azure AD attribute under Enforce.
The quality of the data associated with any account attribute selected as a Filter Criteria under Enforce is critically important. License Pools will be created based on individuals who are assigned licenses and the value found in the Filter Criteria attribute. Therefore, any data quality issues will be quickly apparent once CoreView has resolved all the Pool names.
At the moment, License Pool names are case sensitive. While CoreView does offer a maintenance method to work around data quality issues, we strongly recommend that any data quality issues be addressed at their source, to avoid any ongoing issues.
III. Configuring License Pools
To configure a License Pool, you simply select the appropriate Filter Criteria, then click on the SKUs tab and add to the Pool collection all SKUs that you wish to manage. Please not that you need to select all SKUs that are relevant across all of the Pools. Once you do that , click on the blue check button and the Pool creation will begin. The time it takes to build the Pools depends on your user population.
IV. Microsoft SKU Friendly Names
CoreView provides a translation within the application between the official Office 365 Product Name (SKU), which is in format ENTERPRISEPACK to its corresponding Friendly Name, such as Office 365 E3. CoreView maintains this translation to benefit all CoreView customers. If you happen to notice a missing Friendly Name or where you might see a Friendly Name isn't consistent with what you see in Office 365, please open a Support Case and we will get that quickly corrected.
V. More on Office 365 Licenses
For additional information on Microsoft Office 365 subscriptions and licensing, please click on the links below.