Creating a License Pool
Modified on Fri, 11 Aug 2023 at 10:48 AM
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Release Information
- CoreView Release Notes September 2023
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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
Task: How to create one or more license pools.
1. Expand the Settings menu on the sidebar.
2. Select License Pools.
3. Click the Create pool configuration link.
Configuration Modes
There are two different configuration modes for creating your license pools: enforce or assign.
Enforce Option
The “enforce” option will define all License Pools. You will also get the ability to define a second level of Filter Criteria to add an additional layer of segmentation. All license pools will be created based on the criteria you select, and if there are licenses which do not meet your criteria, you will be able to manage them opening the “unassigned” license pool.
Assign Option
The “assign” option allows you to rely on the creation of license pools based on CoreView Portal Attributes versus an attribute that is associated with an account. These attributes are stored by CoreView within your CoreView Tenant and are typically used by customers who don’t feel that they can rely on an Azure AD attribute under Enforce.
Using the Enforce Configuration Mode
1. Configure filter criteria. In this example, we'll use the "Country" attribute as the pool filtering criteria. After selecting one or more criteria, click Next, located at the bottom right corner of the screen.
2. Select SKUs. Include the license SKUs you would like to assign to your license pool:
After you select the SKUs to include, you can click next to go to the next page where you can customize the price you would like to assign to the license pool. This feature is typically used by customers who need to show custom license prices to operators who will manage the license pool.
To update pricing:
a. Enable the Update pricing toggle
b. Fill in the values you would like to assign to your license pools.
c. Click Next.
d. Review the summary and make changes if necessary.
e. Click the green Submit button. The license pool will be created with the “Enforce” mode.
The new license pool will now be displayed in the License Pools list.
Using the Assign Configuration Mode
The “assign” option allows you to rely on the creation of license pools based on CoreView Portal Attributes versus an attribute that is associated with an account.
1. Select Assign as the Pool configuration mode.
2. Select Portal Attributes 1, 2, or 3.
3. Click Next.
4. Fill in the allowed values for your license pool’s creation.
Those values will be added to the existing values of the Portal Attribute you selected. That means, for example, if you have two values, such as LicensePool_1 and LicensePool_2 already filled in Portal Attributes 2, the values you add here will be the name of the additional license pools created.
5. Click Next.
Now that you have created your license pool using the “Assign” methodology, you can add objects and populate those license pools through the “Set Portal Attribute” management action.
Configuration Modes
- License Pools allow you to allocate licenses to specific business units. They also allow you to assign them to operators and limit the number of licenses for each department or business unit.
- There are two methods to creating license pools in CoreView: Enforce and Assign. The Enforce method creates license pools based on the criteria you select. Whereas the Assign method creates license pools based on the CoreView Portal Attributes and is somewhat more restrictive than the Enforce method.
- However, either can be assigned to Operators to help you manage your tenant more efficiently.
Please note, there is a 'Reporting only' option available during the creation of the License Pool. Selecting this option will generate a License Pool that is solely applicable to reports, ensuring that no license-related actions will be influenced by it.
Further Reading:
Related articles with links