How playbooks work
Modified on Fri, 30 Jun 2023 at 11:56 AM
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- Release Information
- Getting Started with Customer Care
Getting Started with CoreView
- 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
- 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
- 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 (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
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
- 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
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
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
- Understanding CoreView - Quick Start Guides.
- CoreView Product Manual
- Health Check
- 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
- Out-of-the-Box playbooks
- Learning Platform
- Internal Customer Care Resources
- Webinars and Events
- Internal Support
TABLE OF CONTENTS
|Playbooks let you detect, identify and remediate misconfiguration and permissions issues automatically and continuously over time.|
The benefits of these policies are not limited to security; in fact, they can also impact employee productivity and cost.
How do policies work?
The policy process is organized into three key steps:
- Detection: the system automatically runs a large number of checks to identify any anomalies.
- Validation: all detected anomalies are evaluated and marked as either exceptions or something that must be managed.
This lets you easily address the settings that fall outside of your organization’s standard policies. Exceptions can be set at a granular level, down to individual users.
Remediation: anomalies are resolved quickly and consistently.
For each anomaly, you have two options:
a) have the anomaly resolved automatically;
b) handle the anomaly manually.
Other stakeholders, such as managers, can be involved to help address the problem.
Learn more about remediation settings and actions.
Watch the video below to get a clear understanding of the policy process in action:
Out-of-the-Box and Custom playbooks
What are they?
There are two different types of playbooks: Out-of-the-Box playbooks and Custom playbooks. Depending on your organization’s needs, you may want to implement one or the other.
They are pre-configured collections of policies that are beneficial to any organization. They are flexible, best-practice templates that automatically detect and resolve issues in your Microsoft 365 environment. With these Playbooks, you can easily stay ahead of policy violations and compliance issues, ultimately enhancing your security, cost-effectiveness, and productivity without the need for lengthy implementation processes.
They consist of tailored-made policies, designed to manage unique internal policies and remediate anomalies through a personalized and automated process. Their flexibility empowers you to implement practices that align with your specific needs, ensuring that you have complete control and peace of mind when it comes to your compliance posture.
When to use them?
- If you're unsure about which policies to manage, Out-of-the-Box playbooks offer a great starting point.
These ready-to-use solutions can be quickly and easily implemented, providing you with flexible policies based on industry best practices.
Out-of-the-Box playbooks cover a wide range of areas to help you improve your security, productivity, and compliance.
On the other hand, if you have specific internal policies or requirements that you need to manage, Custom playbooks are the way to go.
With these collections of tailored-made policies, you can personalize what to detect and how to remediate issues, while also automating the entire process.
The flexibility of Custom playbooks allows you to implement practices that align with your specific needs, giving you total control over your compliance posture and peace of mind.