Overview of CoreView Workflow
Modified on Mon, 28 Mar 2022 at 09:56 AM
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- September 2022 Release Notes
- August 2022 Release Notes
- Release 22.06 Key Features
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- Release 22.03 Key Features
- Release 22.01 Key Features
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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
CoreView's Workflow provides organizations with process automation that allows you to work more efficiently. Workflow is an add-on solution that requires that a customer has purchased our CoreAdmin subscription. Both CoreAdmin and Workflow are part of CoreView’s full SaaS Management Platform.
Our Workflow feature allows IT administrators to turn repetitive management tasks into automated workflows. There are four elements that make up CoreView’s Workflow:
- Multi-Step Automation - allows the user to take several actions and apply them to an object-based event such as a user being provisioned or de-provisioned. Approvals allow you to gate check any Multi-Step Automation that occurs.
- Approvals - allow you to gate check any Multi-Step Automation that occurs.
- Bindings - refers to our ability to provide data transformation against the object a user is creating. This allows for any formatting or password requirements a user wants to use across their organization.
- Filters - determines which user objects workflows can be executed against. For example, this workflow only applies to USA workers.
CoreView’s workflow comes with three out of the box templates:
II. The Workflow User Interface
The user interface for Workflow is designed to guide an administrator through the required steps for any workflow.
The input tab allows you to type in your information for the object being created. It is possible to execute the workflow uploading the information from CSV. The workflow tab allows you to see each step of the multi-step automation in a workflow. The user can also add actions to these steps if they need something else besides the seven steps below by using the “add action” button.
For example, here is the multi-step process for the Onboarding workflow:
- Owner / Operator Approval - Allows you to start the following steps as long as certain criteria are true. You can choose the type of users this workflow runs against. A user can also define which operator or operators gets this notification to perform the workflow.
- Create OnCloud User - Creates the new user in the cloud-based on the inputs the user entered in the input tab. Users can configure any settings or formatting required in the Configure Settings tab.
- Manage Password - Sets password against the User Principal Name and then force the new user to change password at first login.
- Assign License - Allows you to choose the deployment that aligns with the user’s role. For example, the new user should get the full E3 license capabilities minus Yammer.
- Manage MFA - Allows you to enable or disable multi-factor authentication.
- Mailbox Grant Full Access to Manager - Allows the new user’s manager access to the new user’s mailbox.
- Send Welcome email - Sends an email saying the workflow process is complete.
Once these steps have taken place, the user will execute the workflows which entail configuring the input properties for each workflow.
After a workflow is executed, the user will be able to see the progress by looking at the status area. The status area is where he/she can drill down further into each step of the workflow to see which actions took place and make sure everything is in order.
In recent discussions with our current customers, many have stated that the new workflow automation capabilities within CoreView could reduce the weekly tasks for user provisioning and de-provisioning from 10 to 20 hours down to 10 minutes. This would save an organization approximately 1,000 hours a year in manual IT admin activities, while also improving quality of service and reducing human errors.