How to set custom service accounts during CoreView onboarding
Modified on Thu, 22 Dec 2022 at 08:57 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
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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.
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- Understanding License Pool Snapshots report
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Managing and Administration
- Teams Voice: Direct Routing Support
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- 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
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- 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
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The following guide will provide you with instructions on how to use custom service accounts during CoreView onboarding.
Overview
With Dec 21st product release is possible to manually enter service accounts in the onboarding flow, other than providing permission to CoreView to create them automatically.
Walkthrough
Once you received the unique enrollment link, paste it into the Incognito browser's session. You will be presented
with the new onboarding flow and you can choose between the following two methods:
Automatic - CoreView will automatically create all the service accounts needed. For that to happen CoreView will require permission to create users on your Microsoft tenant.
Custom - You can manually enter previously created service accounts, without granting CoreView any extra permission.
For this guide purpose, we’re going to select “Custom” and click “Next”.
In the next screen, you'll be asked to provide the integration API consent. You will be prompted with the list of permissions requested.
Once you have granted all the permission required, you will be brought back to the CoreView onboarding flow. In order to proceed click on 'Set service account'.
In the panel that will open enter the credentials for the service accounts. Based on your tenant size we recommend creating a number of service accounts between 2 and 10.
All the service accounts require the admin role “Global reader and ”Reports Reader" permission. To see how to properly create and grant the correct permission check the steps at the end of this guide.
Once the information is filled in, click on “Validate” to check if the credentials are correct and the service accounts have the correct permissions.
Once all the service accounts have been validated, you can click on “Submit” to proceed.
The onboarding is now completed and the import of data in CoreView will begin.
How to create a service account in the Microsoft Admin Center
- Navigate to your Microsoft Admin center https://admin.microsoft.com
- Go to Users > Active Users, and select Add Users
- In the pane, fill in the basic user information, and then select Next (No license is required).
- In the Optional Settings tab, expand the 'Roles' dropdown and add 'Global Reader' and 'Report Reader'
- Select Next, review your new user's settings, then select Finish adding, then Close.