September 2022 Release Notes
Modified on Mon, 26 Sep 2022 at 06:42 PM
- 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
- Release 20.12 Key Features
- Release 20.11 Key Features
- Release 20.10 Key Features
- Release 20.09 Key Features
- Release Information
- Getting Started with Customer Care
Getting Started with CoreView
- 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
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
- Introducing the new site for Partner customer management
- 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 36
- 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
- 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
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
- 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
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
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
Customer Engineering Workshop
- Migrating from Azure Group Based Licensing to CoreView
- Customer Engineering Workshop - Teams Voice
- Customer Engineering Workshop - Playbooks – policy, perfected
- 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
- Understanding CoreView - Quick Start Guides.
- Internal Customer Care Resources
- Service Issues
CoreView Product Manual
- 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
- Getting Started with CoreLearning
- Getting Started with CoreScan
- Getting Started with CoreTag
- Getting Started with CoreSaaS
- Learning Platform
September 27 Enhancements
This release introduces a major new initiative by CoreView to introduce best practices for managing Microsoft 365 -- Playbooks. CoreView Playbooks take many of the capabilities of CoreSuite – reporting, workflow, KPIs, but assemble them into a pre-defined, out-of-the-box solution that detects problems in your M365 environment and then provides automated remediation.
Playbooks are composed of Policies that we define for our M365 environment. Example of policies include:
- Admins must have MFA
- Teams must have an owner
- Shared mailboxes must not be assigned a license
- Sharepoint sites shared externally must not have sensitive content
- Guest users must be reviewed and approved every 6 months
Each policy has an associated workflow to help moderate and manage those issues. The workflows are pre-defined but provide flexibility to configure for your organization needs. Workflows can be scheduled to run on a recurring basis or can be executed manually.
Playbooks also provide the ability to manage exceptions, either temporary or permanent, with easy oversight to manage those exceptions.
This release provides a Teams Governance Playbook which includes a number of policies related to helping control Microsoft Teams sprawl. You can read more details about Playbooks in the CoreView Playbooks Overview.
Note: Playbooks are only available within the New User Experience. Please switch to the New UX for guides and walkthroughs on using Playbooks.
New SharePoint Actions
There are two new SharePoint management actions available in this release -- Add SharePoint Admins in Bulk and Remove SharePoint Admins in Bulk. This makes it easier to manage SharePoint site administrators. These actions are also available to be added as steps in a workflow.
Note: These management actions can only be executed in the new UX, but can be configured in the workflow using the legacy UX.
Device Virtual Tenants
Devices that do not have a registered owner can now be filtered by virtual tenant. First, you can assign devices to security groups using the new Set CoreView Device tag management action. Second, virtual tenants for devices can now be configured by Security Group. By assigning devices to security groups and by setting up your virtual tenant to filter devices by Security Group, you can now control delegation of devices that do not have a registered owner. (UserVoice)
New UX Enhancements
The following capabilities have been migrated to the New User Experience.
- License Templates - Set up and manage your license templates
- Audit Reports - This is the first release of Audit reports in the New UX. The ability to create alerts will be coming in an upcoming release.
Password Rotation for Service Accounts
For some organizations, password rotation is a requirement for all accounts. This release allows customers to enable password rotation for CoreView service accounts. If enabled, this will trigger CoreView to generate new random passwords for service accounts every 90 days. It will also allow for manual trigger of password rotation. However, no humans are involved in the generation or rotation of these passwords, so the shortcomings of password patterns is avoided. To enable this feature, contact CoreView support.
September 14 Enhancements
Nested Groups for Virtual Tenants
With this release we have provided support for nested groups when defining virtual tenants. Now, when defining a virtual tenant by group, if there are nested groups within that group, they will automatically be added to the virtual tenant. As a result, all of the users belonging to the nested/subordinate groups will become members of the virtual tenant. This will cut down on the number of steps that it will take to define a virtual tenant by group and will ensure that subordinate groups can be managed by appropriate Operators. (UserVoice)
With this release we have provided support for nested permissions. Now when assigning a permission to operators by group, the permission will automatically persist to the members of the subordinate groups. This will cut down on the number of steps that it will take to assign the appropriate permissions to members of subordinate groups. (UserVoice)
September 5 Enhancements
New UX Enhancements
- We have released a number of new enhancements to the New User Experience.
- You can now copy text from tables and reports. We improved the feature so now it's easier to select a single cell or a range (and also see what has been selected).
- You can now search for groups and actions in the Global search. We added a widget that shows your most used management actions.
- In-line actions have been enabled in user and group cards.
- Default rows now shown in a table are 25. Your setting gets saved across sessions upon change.
- We updated the behavior of the management panel in report and cards. It now displays "ready-to-be-used-yellow" only if your management session is on (or you have advanced management). In case your management session is turned off, clicking on the panel opens the management session panel instead (so you can fill in the credentials and turn it on).
- Your latest choice in the management action filter assistant (By activity vs By category), gets now saved and set as default for you.
- You can now reset the search bar in the management actions list using the "X", other than manually deleting your entry.
- Clicking on "Logout Azure" now actually logs you out from Azure.
- You cannot set a value lower than consumed licenses, for licenses allocated to a license pool.
- Selecting a license pool in the License pool center, and clicking on "manage allocated licenses" now let you skip the license pool selection step. This is meant to speed up the management of license pools
- Friendly name for licenses is now shown when managing license pools from the license pool setting page