CoreView Release Notes May 2023
Modified on Thu, 25 May 2023 at 10:07 AM
Categories
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What's New
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Release Information
- CoreView Release Notes September 2023
- CoreView Release Notes August 2023
- CoreView Release Notes July 2023
- CoreView Release Notes June 2023
- 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
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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
May 24 Enhancements
- [HEALTH CHECK] A big welcome to Health Check: your CoreView's personal governance advisor! – With our new Health Check, you can now obtain a snapshot of your current governance posture in a flash, identify areas that need improvement, and gain a clear understanding of what you may be missing in your Microsoft 365 environment.
Our widget-based dashboards serve as a single pane of glass, providing a consolidated view of your enabled Out-of-the-Box policies.
Easily enhance your governance posture and keep your Microsoft 365 environment in top shape! - [PLAYBOOKS] Set timeout days for every Out-of-the-box policy – With the new update, you can configure timeout days of attestation for each policy. With this capability, you can now provide managers and stakeholders the right amount of time to review and approve remediation actions before their execution. This allows you to strike the perfect balance between automation and oversight, ensuring that every remediation aligns with the specific requirements of your organization.
May 10 Enhancements
- [CUSTOM ACTIONS] Execute Custom Actions from Reports and Cards – With our latest update, you can now execute custom actions from the "Manage" panel in reports or cards, making it easier to manage multiple objects at once. Say goodbye to manual and time-consuming tasks, and hello to improved efficiency!
- [POWERSHELL] Upgrade – Teams PowerShell Module upgraded to 5.1.0
- [PLAYBOOKS] “Exceptions” available in Full Report - Playbook's Full Report just got even better! With our latest update, you can easily switch between “Matched Items” and “Exceptions” using a new drop-down menu. No more confusion, no more wasted time. Enjoy a more streamlined experience today!
- [PLAYBOOKS] Improved Navigation for Matched Items and Exceptions - We've added a direct link to the respective full report in the modal window, so you don’t have to go back to the Monitoring Dashboard/Policy Library. Less clicking, more productivity - it's a win-win situation.
- [REPORTS] More Reports now support “Report Filters” - More reports now support the "Report filters" feature and pivot table:
- Security: User Mailbox
- Exchange: Users by Retention Policy
- Security: Users with Admin Roles
- Exchange: Users with Forwarding
- Teams: Inactive Users
- Teams: User Activity
- Security: Licensed Users with Admin Roles
- Security: Users on litigation hold
- Teams: Users
- Device: Users with Mobile devices
- Devices: Intune devices
- Exchange mailbox usage
- SharePoint owners
- OneDrive Statistics - [REPORTS] Enable Save Report for “Active subscriptions” report – We’ve added the ability to save custom reports on the Active Subscriptions report in the NewUX.
- [REPORTS] New V-Tenant indicator in Reports – We've added a new tag to the title bar of all reports that indicates if they're not affected by V-Tenant configuration. This makes it easy to see if a report is displaying unfiltered data at a glance!
- [SETTINGS] New centralized page for application consent – Our new feature makes managing application authorizations a breeze. Simply head to “Settings > My organization > Settings” to view a list of all applications and their consent status within CoreView. No more endless pop-ups: stay organized and save time with this centralized page!
- [PARTNER PORTAL] New Customer Management Portal for customers and distributors - The new portal, which will replace the "Invoice" module for partners, is now available at partnerapp.coreview.com. You can access it using the Microsoft 365 Work/school account you are using to access the "Invoice" tab in the LegacyUX.