CoreView November 2022 Release Notes
Modified on Thu, 24 Nov 2022 at 03:16 AM
- 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
November 23 Enhancements
Create a custom policy from a custom report
It is now possible to create a custom policy directly from a custom report. This makes it easier to use existing custom reports as the basis of a policy and also provides more opportunities to experiment with creating the ideal report before creating a policy. There are two ways you can take advantage of creating a policy from a custom report.
- In the Policy creation wizard, during the Policy definition step, you can select Custom reports as the target and then select a pre-existing custom report.
- When you are in a custom report, you can select Actions > Create Custom Policy at which point you will launch the policy creation wizard and the report will be pre-selected in the policy definition step.
There are a few reports that do not yet support policy creation including Audit reports, Message Trace and a few additional reports.
Additional Playbook Improvements
- You can now create SharePoint related policies since SharePoint has been added as target in the Policy definition
- Users can now search for Playbooks from the global search. You can navigate to the Playbook Dashboard or directly to the Playbook configuration depending on your role.
New workflow actions
- For private and shared Teams channels, there is now a workflow action to remove users from those channels. This is not needed for standard Teams channels since removing the user from the Team removes them from the standard channels.
- A new workflow action allows you to set password policies, such as require strong password and Password never expires, for a given user.
Managing devices as part of security groups (UserVoice)
- Devices are now imported as part of security groups. Both the Security Groups and the Security Groups Members reports have been updated to display this information.
- In the Security Groups report, there are the following changes
- Devices total shows the count of devices in that group
- Members total reflects the sum of users, groups and devices, as in the AD admin center
- Users total shows the count of users that are not devices nor groups
- Groups total shows the count of groups that are not devices nor users
- In the Security group members report, there are the following changes
- Devices are shown as part of the group
- The group member type column reflects the fact that the member of the group is a device, user or group
- Mail-Enabled Security Groups can now be defined as a OneDrive owner. (UserVoice)
New UX Improvements
Report Filters for User Reports
- Reports filters are now available for User reports. Report filters have been enhanced by adding the ability to construct complex queries by using AND and OR criteria and by nesting sub-queries with parentheses. For example, if you were looking for all users in Italy in the Sales or Engineering departments, you could construct a query that said:
(Department = Sales OR Department=Engineering) AND Country=Italy
- The following operational reports have now been migrated to the new UX:
- Service usage Health
- Dirsync errors
- M365 messages
- Service health issues
- This provides the ability to provide access to this information to delegated administrators who wouldn’t otherwise have access to this information from Microsoft.
Show and execute workflow in Management Actions
- On the Management actions page, it is now possible to execute a workflow. If you filter By activity you can select Run a workflow to execute any active workflow. This provides the convenience of putting all actions in one place for delegated administrators.
- It is now possible to import a workflow into the workflow library in the new UX.
November 8 Enhancements
Teams Voice Enhancements
In this release, the PSTN Report has been renamed to the Voice Usage report. The updated report containing call records for direct routing numbers and teams calling plan numbers all in a single report. This allows users to delegate responsibility for monitoring call usage out to virtual tenants and delegated administrators.
Operators now have more flexibility in blocking numbers from being used. For example, if a sensitive individual leaves the organization, the company may choose to block that number from being assigned to a user or resource account for a period of time. The number can later be unblocked and re-added back into the population for assignment via management action. The “block status” can be seen as part of the Teams Voice Numbers report. (UserVoice)
Private and shared channel members report – The private and shared channel members report provides a list of all members for private and shared Teams channels. This provides a variety of uses. 1) it provides the ability to see all of the channels that a given user is a member or owner of 2) It provides the ability to easily identify guest and external users that are members of private and shared channels 3) It provides the ability to review all of the members of a given channel and to ensure each private channel has an owner. This report is coming in advance of a new management action to manage private channel members in a future release.
License Optimization Center
In the New UX, the License optimization center identifies three primary license savings opportunities -- Inactive users, disabled users, & over-licensed users. However, customers often want to deep dive into license usage and leverage their own inactivity criteria or search for opportunities without setting up license pools. The new "Licenses" tab of the License optimization center replaces the legacy License optimization report and provides robust capabilities for finding license savings and service utilization information.
With a cleaner and faster user experience, users can easily drill down by license type and service utilization in order to identify potential opportunities for license optimization.
Extension attributes as license pool criteria
In complex organizations, particularly those that have grown through acquisition and merged tenants, it can sometimes be difficult to use standard fields in AD as the basis for license management. For example, there could be multiple users in the “Marketing” department that for the sake of licensing and budgeting do not belong to the same department. In these circumstance, custom attributes are extremely helpful. They can allow for defining and categorizing employees in ways that are suited especially for budgeting purposes. In this release, we have made it possible to create license pools by extension attributes. This way, you can ensure that employees are assigned to the correct groups for licensing and budgeting purposes without having to go through the change management that would be required to clean up or harmonize Azure AD data. (UserVoice)
- In the Public Teams groups and Empty Teams groups policies, there is now an additional Remove Teams group remediation action that can be selected. This allows people to easily delete Teams that are no longer needed.
- In the Filters panel for configuring policies, there is a new “select all” checkbox that makes it easier to select and deselect the policies you want to review.
- In the Strategic dashboard, when I click to See details from the Current snapshot of matched items widget, the actions column is always displayed even when scrolling right to left.
Several new columns have been added to SharePoint reports SharePoint site usage, SharePoint site activity and SharePoint activity.
- Created By - The UPN of the account that created the site
- Created Date - The date the site was created
- Template title - the title of the site template
- Sites Type - Classic, Modern, Office 365 Group
Delete SharePoint site when belongs to M365 Group
For Modern Sites, there is no way in Microsoft to delete a SharePointpoint site when it belongs to an M365 group. However, previously CoreView allowed the user to take this action and would fail silently. Now, when the user attempts to delete a Modern SharePoint site, they will first be warned to delete the associated M365 Group first.
When configuring a workflow action, you may realize you need to create a new execution input. A new shortcut makes it possible to create a new execution input straight from the action, without having to close it and lose any of the changes already applied. This streamlines the creation of workflows.
New UX Improvements
Add "Active" column in the SKU view of the License pool center
In the New UX, in the License pool center it wasn’t possible to see the number of purchased licenses for each SKU. The information was available in the Subscription center only. The number of purchased licenses has now been added.
Export tasks report
We have added the ability to export excel, CSV or PDF from the Tasks progress report.
New UX toggle for all users
The toggle to access the New UX will be enabled for all users on November 9 except those customers with a custom New UX enablement plan.
Run a Workflow from a report
It is now possible to run a workflow from a report in the New UX. Workflow is now visible from the management panel of each report and you can select the workflow to be performed on one or multiple targets from the report.