coreview user manual - microsoft... · the most advanced office 365 management suite user manual ....

The most advanced Office 365 management suite

User Manual

THIS IS A WORKING DOCUMENT THAT WILL BE UPDATED AS THE PROJECT PROGRESSES, COMMENTS RECEIVED FROM

PROJECT TEAM SHOULD ONLY BE CIRCULATED AFTER COORDINATION WITH THE PROJECT MANAGER

1 CoreView User Manual | Lilia Stoyan | 2018/11/29 – Version 7.1.3

Contents

Preface ................................................................................................................................................................................. 5

Useful Email and Links ................................................................................................................................................... 5

Introduction....................................................................................................................................................................... 6

Login .................................................................................................................................................................................... 7

Trial/Subscription Activation .................................................................................................................................. 7

Account Login .............................................................................................................................................................. 9

Analyze ............................................................................................................................................................................. 10

Dashboards ................................................................................................................................................................ 10

OneDrive dashboard .......................................................................................................................................... 10

Consumption Dashboard ................................................................................................................................. 11

Exchange Dashboard ......................................................................................................................................... 11

Skype Dashboard ................................................................................................................................................ 11

Cost Dashboard ................................................................................................................................................... 11

Compliance Dashboard .................................................................................................................................... 11

Office 365 Activity Reports .................................................................................................................................. 12

Operational Reports ........................................................................................................................................... 12

Yammer Reports .................................................................................................................................................. 13

License reports ..................................................................................................................................................... 13

User Reports ......................................................................................................................................................... 15

Mail Traffic Reports ............................................................................................................................................ 16

Exchange Reports ............................................................................................................................................... 17

Skype for Business Reports ............................................................................................................................. 19

Group Reports ...................................................................................................................................................... 24

Device Reports ..................................................................................................................................................... 25

Security Reports .................................................................................................................................................. 26

SharePoint Reports ............................................................................................................................................. 26




OneDrive Reports ................................................................................................................................................ 27

Teams Reports ..................................................................................................................................................... 28

Aggregation Reports ......................................................................................................................................... 29

Report Actions ..................................................................................................................................................... 29

Administrative Functions ........................................................................................................................................... 31

Delegation .................................................................................................................................................................. 33

My Organization .................................................................................................................................................. 33

Organization Settings ........................................................................................................................................ 34

Manage Operators ............................................................................................................................................. 34

Manage V-Tenants ............................................................................................................................................. 36

Manage License Pools ....................................................................................................................................... 38

Manage Permissions .......................................................................................................................................... 43

Manage License Templates ............................................................................................................................. 43

User card ......................................................................................................................................................................... 45

Report Filters .................................................................................................................................................................. 47

Management .................................................................................................................................................................. 49

Enable Management Function............................................................................................................................ 49

Management Wizard .............................................................................................................................................. 50

Management Actions ............................................................................................................................................. 51

Audit .................................................................................................................................................................................. 60

Office 365 Reports .................................................................................................................................................. 60

Exchange Reports .................................................................................................................................................... 60

SharePoint Reports ................................................................................................................................................. 61

OneDrive Reports .................................................................................................................................................... 61

Threat Intelligence Reports .................................................................................................................................. 62

Teams Reports .......................................................................................................................................................... 62

PowerBI Reports ....................................................................................................................................................... 62

Security and Compliance Reports ..................................................................................................................... 62




Alerts Reports............................................................................................................................................................ 62

Compliance Reports ............................................................................................................................................... 63

Azure AD Reports .................................................................................................................................................... 65

Invoice .............................................................................................................................................................................. 67

Resellers ...................................................................................................................................................................... 67

Partners ................................................................................................................................................................... 67

Customers .............................................................................................................................................................. 67

CSP ................................................................................................................................................................................ 68

Distributors ............................................................................................................................................................ 68

Partners ................................................................................................................................................................... 69

Customers .............................................................................................................................................................. 69

Drive Campaigns .......................................................................................................................................................... 70

Manage Campaigns ................................................................................................................................................ 70

Manage Templates ................................................................................................................................................. 71

Create new template ......................................................................................................................................... 71

Monitoring ...................................................................................................................................................................... 73

Dashboard .................................................................................................................................................................. 73

Exchange and SharePoint ................................................................................................................................ 73

Geographic Service Performance .................................................................................................................. 73

Other reports ............................................................................................................................................................. 73

Outages .................................................................................................................................................................. 73

Health Checks ....................................................................................................................................................... 73

Monthly Health Checks ..................................................................................................................................... 73

Average Response Time ................................................................................................................................... 73

Overall Service Responsiveness ..................................................................................................................... 73

Overall Search Performance............................................................................................................................ 74

Geographic Service Performance .................................................................................................................. 74

Crawl latencies ..................................................................................................................................................... 74




Query latencies .................................................................................................................................................... 74

Daily Crawl latencies .......................................................................................................................................... 74

Daily Query latencies ......................................................................................................................................... 74

Monthly Crawl latencies ................................................................................................................................... 74

Monthly Query latencies .................................................................................................................................. 74

Geo Outages ......................................................................................................................................................... 74

Geo Availability .................................................................................................................................................... 75

Outages by Agent ............................................................................................................................................... 75

Availability by Agent .......................................................................................................................................... 75

Performance by Agent ...................................................................................................................................... 75

Monthly outages ................................................................................................................................................. 75




Preface

Document Version Control: it is the reader’s responsibility to ensure they have the latest version

of this document. The version shown in the header of each page corresponds to the portal release.

For more information about portal release notes, please consult Release notes sessions of

CoreView knowledge base. Questions regarding updates or the currency of this document should

be directed to this document’s owner, or the product manager.

Project Stage: The project is currently in progress.

Document Owner: the primary contact for questions regarding this document is:

Lilia Stoyan – CoreView Customer Care Specialist

Privacy Information

This document may contain sensitive information, including: staff names and phone numbers, and

e-mail addresses

Useful Email and Links

• Sales support: our sales team is happy to answer your questions by email at

[email protected].

• Technical support: If you have any problems or questions, send us an email:

[email protected]. Or, connect to one of the following resources:

o Knowledge Base: a database of our customers’ most frequently asked questions.

o CoreView Blog: find out the most recent news and updates regarding CoreView.

• Feedback/Support request: you can provide your comments

or ask for the support through the feedback button on the

portal.

• Chat with us: online support chat is available through the

CoreView chat feature appearing on the lower right corner of

the screen.

• Find CoreView on social media:

o LinkedIn

o Twitter

https://support.4ward365.com/index.php?/Knowledgebase/List/Index/18

https://support.4ward365.com/index.php?/Knowledgebase/List/Index/18

mailto:[email protected]


https://support.4ward365.com/index.php?/Knowledgebase/List

http://www.4ward365.com/blog/

https://www.linkedin.com/company/5200159?trk=tyah&trkInfo=clickedVertical%3Acompany%2Cidx%3A1-1-1%2CtarId%3A1427786285321%2Ctas%3A4ward365

https://twitter.com/4ward365




Introduction

CoreView™ is an advanced and cost-effective solution that enables cloud administrators, IT

managers, CIOs, and purchase managers to obtain unique and valuable information about all

aspects of Office 365™. With CoreView’s delegation feature, you can assign operators to work

with specific groups of users. It also allows you to tailor which management actions are available

to our operators. Moreover, CoreView helps you to identify underused Office 365 features, and

encourage your users to adopt them. Our aim is to help you drive the adoption of Office 365

in your organization while maximizing your ROI.

CoreView includes features that will enable you to:

• Easily manage and access all your Office 365 subscriptions through a single channel

• Stay up to date on your users’ acclimation to Office 365

• Optimize the license assignment by forming tailored plans for each user

• Immediately identify unused licenses (on average, 10% of assigned licenses go unused) to

maximize savings on your subscriptions

• Improve security by monitoring the activities of operators who manage groups of users

without having administrative rights in Office 365, and limiting the content (users, email,

etc.) available to them

• Use our User Card to offer first-class internal support service

• Perform administrative tasks without using traditional PowerShell (less senior admins are

easily able to perform operations against the subscription)




Login

Trial/Subscription Activation

To activate your CoreView subscription, please follow the steps described below:

Submit an activation request

Every customer needs to first submit their trial request at https://www.CoreView.com/free-trial

to start subscription process.

Sign in by entering the details for your Office 365 global admin account

Fill in the subscription form details

This information is related to the primary user account of the portal used to first configure the

tenant.

CoreView Information

First Name*: User First Name

Last Name*: User Last name

User Principal Name*: email that will be used as the

username in CoreView.

Email: notification email to which all notifications will be

sent

Data Center: choose either US or EU depending on your

location

Finally, accept the ‘Terms and Conditions’ and click the

‘Register Organization’ button to proceed to the next step.

* Those fields are currently blocked because they are directly

populated with information coming from the Azure AD

account.

https://www.4ward365.com/free-trial




Setup wizard steps:

Step 1. Admin Credentials

Please insert the global Admin credentials to create our Service User accounts. These credentials

will not be stored on our application as they are only used once. If you wish, you can even create

a temporary Global Admin account and then delete it after the first data import is completed.

Note: Admin accounts with MFA enabled cannot be used. If you have created a test tenant for trial

registration, please wait until the Global Admin account is synchronized on the Office 365 portal

and confirm that there is at least one E1 license assigned to the user on the Office 365 portal.

I want to be managed by my partner: choose this option if you would like a Partner to monitor

and manage your tenant data.

Note: the O365 Admin username and password are never saved into CoreView systems. They are

used to activate the management function for registered operators and enable the creation of service

accounts in your tenant.

Click ‘proceed’ to go to the next step.

Step 2. Credentials Verifications

During this next step, the application will verify the Global Admin account information provided

and then begin the registration process.

Step 3. Service Accounts Creation

During this step, we will create our service accounts that are needed to start the data import

process. This step, as well as data import, could take some time based on your tenant dimensions.

Import data & Enjoy

Once the third step finishes, the import of your Office 365 data will be started. This process may

take several hours depending on the amount of information. You will receive a confirmation email

as soon as everything is ready and you can begin to use the CoreView platform.

You will receive also other engagement emails helping you unleashing full potential of CoreView

portal.

Office 365 Admin User

Username O365: customer’s Office 365 admin account

Password O365: Office 365 admin password




Account Login

To log into CoreView, go to https://www.loginportal.online/login and fill in your login details.

If CoreView operators were added by using ‘Use Organization Account’ option, then they can

simply use existing Active Directory accounts for authentication within the CoreView Portal.

They should choose ‘Work or school account’ option during login, and they will be redirected to

https://login.microsoftonline.com/

While ‘Email’ option is to be used by operator who was added using ‘Email + password’ option.

When using the ‘Email’ authentication option, three failed logins will result in the following error:

‘Oops...This account is locked. Please try again in ...minutes and ...seconds.’

If you forgot your password, click ‘Forgot password?’

Note: In case of using of ‘Work or school account’ option, the forgotten password is managed by

Microsoft on https://login.microsoftonline.com/

https://www.loginportal.online/login






Analyze

Dashboards

Once logged into CoreView, you will see the page that was configured for you as a start page.

CoreView dashboard is set as a default start page. The dashboard provides an overview of all

Office 365 workloads over the past 30 days.

From here you can verify the last data import processing date & time as well as the subscription

version, expiration date and number of consumed portal licenses.

Moreover, if you are in trial you can try different SKUs to compare them and decide which ones

you would like to use. To try them click on ‘Try different SKU’ close to TRIAL.

For more information about the SKUs available and what they include, please consult this page:

https://www.CoreView.com/resources/

The colored boxes on the dashboard represent different categories of information. Click ‘view

more’ under the boxes to open detailed reports on that information.

The tables that appear on the dashboard are action-enabled, and you can click on them to see

additional details.

On the right side of the screen, under ‘Reports’, you can view the following dashboards:

OneDrive dashboard

The OneDrive dashboard provides an overview of your OneDrive usage over time, identifies

top OneDrive users, and shows your ratio of unassigned licenses to total licenses/services. To

see more details, click on the OneDrive Usage table.

The OneDrive Usage Over Time table is action-enabled and can be filtered by clicking the labels

in the legend to add and remove elements from the table.

https://www.4ward365.com/resources/




Consumption Dashboard

The Consumption dashboard provides an overview of users’ activity on various workloads. The

table shown below, for example, shows user activity per workload. This table is action-enabled,

and you can click on it to view additional details

By clicking the blue box in the upper right corner, you can adjust the time interval over which

to monitor user activity.

Exchange Dashboard

The Exchange dashboard provides an overview of your Exchange mailbox sizes, user activities,

and top senders/receivers. The Exchange dashboard’s tables are action-enabled, and you can

click on them to view additional details.

Skype Dashboard

The Skype dashboard provides an overview of your Skype peer-to-peer sessions, conferences,

and user activities. The Skype dashboard’s tables are action-enabled, and you can click on them

to view additional details.

Cost Dashboard

This dashboard provides you a detailed overview of the associated licensing Cost and Loss

across your tenants, considering all factors, including the assigned licenses which are not used

and the licenses which are unassigned. You can obtain a detailed view by Company, Country,

Department or Domain.

Conducting a cost analysis can help you discover oversubscribed license fees, to begin

optimizing your license inventory.

Compliance Dashboard

This dashboard shows a graphic representation of the results coming from the compliance

reports saved. They are grouped by a category chosen during the creation of compliance

reports. To see more details just click on view more.




Office 365 Activity Reports

Improving and optimizing your Office 365 account starts with understanding your Office 365 data.

CoreView gives you immediate access to integrated parameters that easily identify the status of

your account and licenses.

You can use your Office 365™ data to make smart, strategic decisions. CoreView reports give you

all the information you need to understand how your Office 365 tenant is performing and to

discover new business opportunities.

The reports within the CoreView Portal give you a precise snapshot of your subscriptions without

running PowerShell scripts or creating aggregate data with Excel. They also allow you to see and

navigate all active services in real time.

You can see all the following reports in the CoreView Portal:

Operational Reports

• Office 365 Service Health: provides information on the health of each Office 365 service.

If you see any Office 365 service in a state of alert, you can click on it to see any Microsoft

status alert messages you may have received. These messages will appear along a timeline.

• Office 365 Messages: provides a table of all Microsoft status messages received over a

given time interval. You can adjust the time interval in the top right corner of the table.

You can see more detail by hovering your mouse cursor over data points.

Some messages will require specific actions. These actions are flagged in the ‘Action

required’ column, along with the date by which the actions must be performed, and the

urgency level.

To filter the content that appears on a table, type your desired content into the blank

boxes above each column. You can also export, print, save, or schedule information to be

sent from the table. You can determine the time interval from which you want to send

information. You can send information with any desired filters applied.




Yammer Reports

• Yammer Activity: Provides a table of your top 5 Yammer users, and a table of all Yammer

users sorted by activity level over a given time interval. You can adjust the time interval in

the top right corner of the table. You can also alternate between viewing information on

Total, Liked, Messages Created, and Messages Viewed, as specified in the table’s title.

• Yammer Groups Activity: Showcase Yammer groups activity level over a given time

interval. You can adjust the time interval in the top right corner of the table. You can also

alternate between viewing information on Posted, Read and Liked Messages as specified

in the chart legend.

• Yammer Device Usage: Provides information about which devices users are accessing

Yammer on. You can alternate between viewing the users chart to see the number of daily

users by device type and the Distribution chart to see the number of users by device type.

The table provides details regarding user state, last activity date and the way the user

accessed Yammer. The reports usually reflect a 24 to 48-hour latency from time of activity.

License reports

• Subscription Overview: this table provides data about your purchased licenses. It

contains the numbers of your active, consumed, remaining, and suspended license units,

as well as any license units flagged with warnings. It also contains details regarding the

status of each of your licenses, purchase dates, your number of purchased licenses, and

the next bill date.




• Subscriptions List: shows the list of available subscriptions along with relative details such

as price per unit, active/consumed/remaining/warning and suspended units, etc.

• Subscription History: shows the history of subscriptions, including price and relative

status and .

• License by User: gives an overview of how your Office 365 licenses are distributed and

utilized across your users. It provides each user’s full name, login name, Subscription type,

and licenses for Office web apps such as the Exchange license, Skype license, SharePoint

license, and Office Professional Plus license.

• User Without License: displays a list of user mailboxes without Office 365 licenses.

• License Pool: allows you to review the total number of each type of license you have, your

consumed vs. assigned licenses, and your number of users based on the filter you have

chosen during the license pool configuration. This feature also allows you to assign or

remove licenses and services across the whole tenant with a single click. CoreView will take

care of applying requested changes.

• License Pool Costs: includes the costs per user, per License Pool, and the costs for

assigned and consumed SKUs.

• License Pool Snapshots: this report shows how the number of licenses for a particular

SKU has changed based on the source – Now (last month license pool) respect to Snapshot

(License pool of previous months) and vice versa.

• Service Usage by License Pool: provides a table illustrating active vs. inactive service

usage, grouped by license pool. The table is action-enabled. You can click on the values

that appear in blue to view more details.

• Service Usage: provides a table illustrating service consumption per workload.

• Software Licenses: provides a table illustrating software license allocation for Office 365

Pro Plus, and other Microsoft software licenses. This table is action-enabled, and you can

click on it to view additional details.

• Office Installations: provides a table with details regarding Machine OS, name, Office

major version, last license requested date, and the offer ID for each Login name.

• Office365 Active Users: shows two charts representing the number of active users per

different service over the time, and the number of active vs inactive users per service in

the chosen period.

• License history: helps customers to track active and consumed units over time in their

tenant by SKU.




User Reports

• Users: provides a table containing User Full Names, Login Names, Recipient Type, Account

Type, etc. By clicking ‘Columns’, you can add or remove information from the table. You

can also export, save, print, or schedule this report with applied changes and filters.

• Custom Report: you can use this section to create your own table by choosing from a set

of available fields. You can also apply filters to your table.

• Custom Pivot

These pivot tables provide an interactive data summarization tool to automatically

condense large datasets into a separate, concise table. This means that you can aggregate

your results and rotate rows into columns easily.

To modify the Pivot's groupings, you look for the menu on the right side of the display

and click on Fields. Once you click on the Fields button, the Fields dialog will display. This

is where you build the actual pivot. If you’re already familiar with Excel Pivot table, it will

be easy for you to build it.




Here are some pointers:

o To select a field for use in the pivot, click on the checkbox corresponding to the

associated attribute.

o Similarly, the reverse will remove the field from the pivot.

o Fields can be dragged and dropped between Report filters, Rows, Columns and

Values.

Once you are done, click on the grey Apply button to view your results. Make you can

make adjustments to the report by clicking on Fields button again and editing the pivot.

Once you are satisfied with the results, you can then save and/or export the results.

• Deleted Users: provides a table of Office 365 users who have been deleted via the

CoreView Portal.

• User Analyzer: an advanced dataset filter which allows you to search tables for any

attributes or properties. You can add new filter properties by clicking ‘Add Aggregation’.

It allows you to quickly filter through users by company, license pool, country, city, last

logon time and much more. As you select a filter you’ll be able to see live search results

with the most up-to-date user activity information displayed on the page.

• Multi Geo: helps our customers have a clear overview of how the Office 365 users are

distributed to multiple geographic regions within an existing tenant based on a specific

Office 365 datacenter region. This report is populated only if your tenant is Multi-Geo

enabled and PreferredDataLocation is configured in Azure AD Connect Sync. For more

information please consult this page.

Mail Traffic Reports

Mail traffic reports include the following:

https://docs.microsoft.com/en-us/azure/active-directory/connect/active-directory-aadconnectsync-feature-preferreddatalocation




• Mail Traffic: retrieves inbound and outbound mail traffic statistics by recipient for all

available dates.

• Spam & Malware Traffic: provides data on detected spam and malware, grouped by type

of spam filtering (inbound content filtered spam, outbound content filtered spam, inbound

malware, inbound IP blocked spam, and inbound envelope blocked spam).

• Top Senders & Receivers: provides data about top email senders and receivers over a

given time interval, grouped by the total number of messages sent or received.

• Mail Traffic by User: shows the total number of emails sent or received from different

users, as well as email addresses, recipient types, and inbound vs. outbound email.

• Low Traffic Mailboxes: lists the details for mailboxes that have the number of outbound

messages less than 3.

• Malware Detail: provides data on inbound/outbound malware, malware domains,

senders and receivers, subjects, and names of attached files.

• External vs Internal: provides data on internal and external messaging.

Exchange Reports

Exchange reports include the following:

• Exchange Inactive Mailboxes: provides data on active vs. inactive users, as well as details

on inactive users.

• Email Addresses: provides a table of users’ full names, login names, primary email

addresses, and other email addresses. You can export, print, or schedule this table. You

can also apply filters to this table.

• Mailbox Sizes: provides a table of the top 10 largest mailboxes, and a table of all

mailboxes sorted by size.

• Archive Sizes: provides a table of archive sizes (in MB) and archive item counts, sorted by

size.

• Recipients by Type: provides a table of mailbox information across all recipient types.

This table is action-enabled. You can also filter the table by recipient type.

• Recipient Over Time: provides a table of recipient types over a given time interval. You

can adjust the time interval in the top right corner of the table. You can see more details

by hovering your mouse cursor over data points or by clicking on them.

• User Audit Status: shows whether the auditing is enabled or disabled on the mailboxes

and which operations that mailbox delegate and admin perform are recorded.

• Users with Archiving: provides a list of users with archive mailboxes.

• Users with Forwarding: provides a table of users with forwarding enabled, including each

user’s Full Name, Login Name, and Forwarding to.




• Users with Auto Reply: provides a table of users with auto reply enabled, including each

user’s identity, auto reply state, start time, and end time.

• Message Trace: allows you to determine whether an email message was received,

rejected, deferred, or delivered by the service, and exactly when those events occurred. It

also shows exactly what routes the message took before reaching its final status.

You simply need to input your search criteria based on information about the sender,

recipients, date, time and subject of the message, submit a query the search results are

displayed quickly.

Note: to be able to consult this report an operator has to have ‘Audit’ role.

• Clutter Status: provides a list of users with Clutter (low priority message handling feature)

enabled on Exchange Online.

• Calendar Permissions: returns the sharing settings for a specified mailbox calendar folder.

This information includes the calendar folder name, the username of the user who has

access to the searched calendar and this user access rights.

Note: operator needs to be assigned management role and having management enabled to

run this report.

• Mailboxes without license report lists mailboxes that need a license from Microsoft’s

perspective.

• Users by Connection Type: provides a table of user connection types. You can export,

save, print, or schedule this table. You can also apply filters to this table.

• Exchange Email Activity: shows user email activity over a chosen period. You can

alternate between the Activity chart that enables you to view the split of email sent, read,

or received and the User chart that enables you to understand the trend of the number of

unique users performing different email activities. The table provides details on the

number of email sent, received and read per user in the chosen period.

• Exchange Email App Usage: shows how many email applications are connecting to

Exchange Online. You can alternate between:

o Users view that provides the number of unique users that connected to Exchange

Online using any email app,

o Apps view that shows the total count of unique users who used a specific app

during the reporting period,

o Versions view that provides the total count of unique users logging on from a

specific version of the Outlook desktop. If the report can't resolve the version

number of Outlook, the quantity will show as Undetermined.

You can filter the series you see on the chart by clicking on an item in the legend.

The table provides more details on which email apps are used by specific users during

the chosen period.




• Exchange Mailbox Usage: provides information about the level of activity for each user

based on the amount of email sent and read. It also provides information about how much

storage has been consumed by each user mailbox, and how many of them are approaching

storage quotas.

You can alternate between:

o Mailbox chart that shows you the total number of user mailboxes in your

organization, and the total number that are active on any given day during the

reporting period. A user mailbox is considered active if it has an email sent or read.

o Storage chart that showcases the amount of storage used in your organization

o Quota chart that shows the number of mailboxes in each of the four quota

categories:

▪ Good – number of users whose storage used is below the issue warning

quota

▪ Warning issued – number of users whose storage used is at or above the

issue warning limit, but below prohibit send quota

▪ Send prohibited – number of users whose storage used is at or above the

prohibit send quota, but below prohibit send/receive quota

▪ Send - receive prohibited – number of users whose storage used is at or

above prohibit send/receive quota.

You can filter charts you see by clicking on an item in the legend. The table shows you a

breakdown of mailbox usage at the per-user level. You can add additional columns to the

table as needed.

• User Mailbox Security: Displays a list of user mailboxes that have non-standard full access

permissions set. Non-standard equals any user other than 'Self'.

• Users by Retention Policy: a detailed chart that shows a breakdown of users by mailbox

retention policy.

• Users on Litigation Hold: provides a list of mailboxes and their Litigation settings.

Skype for Business Reports

The reports usually reflect a 24 to 48-hour latency from time of activity.

• Skype Activity report shows how much your users are leveraging peer-to-peer

communications, as well as participation in conferencing sessions.

The Skype for Business Activity report can be viewed for trends over the last 7 days, 30

days, 90 days, or 180 days.

You can get a view into your user's Skype for Business activity by looking at the Activity

and Users charts.

Use the interactive chart data on the Activity chart to understand usage trends and to see

the number of conference activities that are being held in your organization. It will show

you the total number and types of Peer-to-peer sessions, Organized and Participated in

conference sessions across your organization.




Use the interactive chart data on the Users chart to understand usage trends and to see

the number of unique users that are participating in conference activities that are being

held in your organization. It will show you the total number of users along with the types

of Peer-to-peer sessions, Organized and Participated in conference sessions.

You can filter the series you see on the chart by clicking on an item in the legend. For

example, on the Activity chart, click or tap, Peer-to-peer sessions, Organized or

Participated to see only the info related to each one. Changing this selection doesn’t

change the info in the grid table.

Each chart has an 'X' (horizontal) and 'Y' (vertical) axis.

• On the Activity chart, the Y axis is the total number of peer-to-peer, organized and

participated in conference sessions that are held.

• On the Users activity chart, the Y axis is the number of unique user's attending in

each type of peer-to-peer, organized and participated in conference.

• The X axis on both charts is the selected date range for this specific report.

The table shows you a breakdown of the all conferencing activities per user. This shows all

users that have Skype for Business assigned to them and their conferencing activities. You

can add additional columns to the table.

• P2P Activity report shows how your users are consuming Instant Messaging, audio, video,

and application sharing, plus the number of users who are transferring files within Skype

sessions.

The report can be viewed for trends over the last 7 days, 30 days, 90 days, or 180 days.

You can get a view into your Skype for Business peer-to-peer activity by looking

at Activity, Users, and Minutes charts.


the total number of sessions per session type being held in your organization. It will show

you the total number and types of IM, Audio, Video, Application sharing and File transfers

sessions across your organization.


the number of unique users that are participating in peer-to-peer activities that are being

held in your organization. It will show you the total number of users along with the types

of IM, Audio, Video, Application sharing and File transfers in peer-to-peer sessions.

Use the interactive chart data on the Minutes chart to understand usage trends and to

see the number of minutes that are used by users doing peer-to-peer activities using audio

and video. It will show you the total number of minutes of Audio and Video that is used in

peer-to-peer sessions.





• On the Activity activity chart, the Y axis is the total number of IM, audio, video,

application sharing and transferring files sessions that your users held in your

organization.

• On the Users activity chart, the Y axis is the total number users that held IM, audio,

video, application sharing and transferring files sessions.

• On the Minutes activity chart, the Y axis is the total number of minutes that users

across your organization spent using audio and video peer-to-peer sessions.


You can filter the series you see on the chart by clicking on an item in the legend. For

example, on the Activity chart, click or tap IM, Audio, Video, Application sharing and File

transfers to see only the info related to each one. Changing this selection doesn’t change

the info in the grid table.

The table shows you a breakdown of the peer-to-peer activities per user. This shows all

users that have Skype for Business assigned to them and their peer-to-peer activities. You


• Conference Organizer Activity report allows you to see how much your users are

organizing conferences that use IM, audio/video and application sharing.

The report can be viewed for trends over the last 7 days, 30 days, 90 days, or 180 days.

You can get a view into your Skype for Business conferences that were organized by

looking at the Activity, Users and Minutes charts.

Use the interactive chart and real-time data on the Activity chart to understand usage

trends and to see the total number of conferences that were organized and the type of

conferences that are being held in your organization.

Use the interactive chart and real-time data on the Users chart to understand usage trends

and to see the number of unique users that have organized conferences that are being

held in your organization.

Use the interactive chart and real-time data on the Minutes chart to understand usage

trends and to see the number of minutes that are used by users when they organize a

conference using audio/video, and dial-in and dial-out - Microsoft as their conferencing

provider. It will show you the total number of minutes of Audio/video and Dial-in Microsoft

minutes, and Dial-out Microsoft minutes that are used during conferences that were

organized.


• On the Activity activity chart, the Y axis is the total number of IM, audio/video,

application sharing, Web, dial-in/out- 3rd party, and dial-in/out Microsoft of

conferences that your users organized in your organization.




• On the Users activity chart, the Y axis is the total number users that held IM,

audio/video, application sharing, Web, dial-in/out - 3rd party, and dial-in/out -

Microsoft of conferences that your users organized in your organization.

• On the Minutes activity chart, the Y axis is the total number of minutes

audio/video, dial-in Microsoft minutes, and dial-out Microsoft minutes for

conferences that your users organized in your organization.


The table shows you a breakdown of the organized conference activities per user. This

shows all users that have Skype for Business assigned to them and conferences that they

organized. You can add additional columns to the table.

• Conference Participant Activity report shows how many IM, audio/video, application

sharing, Web and dial-in/out conferencing conferences are being participated in by users

in your organization.

You can get a view into your Skype for Business conferences that were participated in by

looking at the Activity, Users and Minutes charts.


the total number of conferences that were participated in and the type of conferences that

are being held in your organization. It will show you the total number and types

of IM, Audio/video, Application sharing, Web, and Dial-in/out - 3rd party conferences that

were participated in across your organization.


the number of unique users that have participated in conferences that are being held in

your organization. It will show you the total number of users along with the types of IM,

Audio/video, Application sharing, Web, and Dial-in/out - 3rd party of conferences that

were organized.

Use the interactive chart data on the Minutes chart to understand usage trends and to

see the number of minutes that are used by users when they organize a conference using

audio/video, and dial-in and dial-out - Microsoft as their conferencing provider. It will

show you the total number of minutes of Audio/video that are used during conferences

that were participated in.

Each chart has an 'X' (horizontal) and 'Y' (vertical) axis:

• On the Activity activity chart, the Y axis is the total number of IM, audio/video,

application sharing, Web, and dial-in/out 3rd party conferences your users in your

organization participated in.

• On the Users activity chart, the Y axis is the total number users that held IM,

audio/video, application sharing, Web, and dial-in/out 3rd party conferences your

users in your organization participated in.




• On the Minutes activity chart, the Y axis is the total number of minutes that

audio/video was used for conferences that your users in your organization

participated in.


The table shows you a breakdown of the participated in conference activities per user. This

shows all users that have Skype for Business assigned to them and conferences that they

participated in. You can add additional columns to the table.

• Device Usage report shows the devices including Windows-based operating systems and

mobile devices that have the Skype for Business app installed and are using it for IM and

meetings.

You can get a view into the clients that are using the Skype for Business app by looking at

the User and Distribution charts.


the number of users that are connected using the Skype for Business app that are used in

your organization. It will show you the total number of users and types of Windows,

Windows Phone, Android phone, iPhone and iPad devices that have the Skype for Business

client app installed and are being used across your organization.

Use the interactive chart data on the Distribution bar chart to understand usage to see

the number of users using unique devices in your organization. It will show you the total

number of Windows, Windows Phone, Android phone, iPhone and iPad users with a device

being used.


• On the Users chart, the Y axis is the total number of users connected with a device

that has the Skype for Business app installed.

• On the Distribution activity chart, the Y axis is the number of users that are

connected with a certain type of device with the Skype for Business app installed.


The table shows you a breakdown of the all conferencing activities per user. This shows all

users that have Skype for Business assigned to them and their conferencing activities. You


• Skype users shows the users who have Skype for Business and all the relative details such

as Usage Location, Line URL, On Premise Enterprise Voice Enabled, Interpreted User Type,

On Premise Hosting Provider, External Access Policy, Hosted Voice mail Policy, Hosting

Provider, On Premise SIP Enabled, On Premise Line URL, Audio Video Disabled, Enterprise

Voice Enabled, On Premise Line URL Manually Set, Conferencing Policy, Voice Policy, Sip

Address, Skype Enabled, On Premise Sip Address, PSTN Connectivity, Sip Domain, Skype

License State, Skype Number Location.




• Skype voice users provides the table showing the users with voice mail configured along

with the relative details such as User Principal Name, Display Name, Usage Location, Line

URL, On Premise Enterprise Voice Enabled, Interpreted User Type, On Premise Hosting

Provider, External Access Policy, Hosted Voice mail Policy, Hosting Provider, On

Premise SIP Enabled, On Premise Line URL, Audio Video Disabled, Enterprise Voice

Enabled, On Premise Line URL Manually Set, Conferencing Policy, Voice Policy, Sip

Address, Skype Enabled, On Premise Sip Address, PSTN Connectivity, Sip Domain, Skype

License State, Skype Number Location.

• Skype numbers: includes the associated access numbers for a selected account, including

their Bridge Number, Activation State, Calling Profile, and City Code

• Skype Locations: identifies the specific details related to Skype account, including the

Location, Validation Status, Number of Voice Users, Number of Telephone Numbers,

Company Name, House Number, Street Name, City, Postal Code, State Or Province,

Country Or Region

• Inactive Users: provides a table showing the number of active users vs. the number of

inactive users, as well as inactive users’ full names, login names, licenses, last logon times,

last activity, and days since last activity. You can export or print the content of this table.

You can also apply desired filtered to this table.

Group Reports

• Distribution Groups: provides a table of usernames, addresses, types, user mailboxes,

mail users, and users of distribution groups. You can export or print the content of this

table. You can also apply desired filters to this table.

• Distribution Group Size: provides a table showing the size of each distribution group.

This table contains the display name, primary email address, type, and member count of

each distribution group. You can export or print this table. You can also apply desired

filters to this table.

• Groups Accepting External Mail: provides a table of all your distribution groups that

receive emails from outside your organization. This table contains the display name,

primary email address, type, and member count of each distribution group. It also contains

information regarding from whom emails are accepted (Internal and External Senders).

You can export or print this table. You can also apply filters to this table.

• Distribution Group Members: provides a table of users in your company and their group

membership. This table contains each user’s full name, login name, recipient type, and

membership in distribution groups. You can export or print this table. You can also apply

filters to this table.

• Distribution Groups Inactive: shows all the inactive distribution groups, along with

relative information such as the total number of e-mails, inbound and outbound, and the

unique outbound e-mails in the chosen period. You can adjust the period time interval in

the top right corner of the table. You can export or print the content of this table.




• Office365 Groups: provides a table of all Office 365 groups and relative information such

as GroupId, total number of members, and access type, plus information showing if the

group requires sender authentication, and if it requires auto subscribe for new members.

• Office365 Group Members: shows which Office 365 groups a user is contained within

and their specific role: subscriber, member, owner.

• Office365 Groups Activity: shows information regarding the top 5 Office 365 Groups by

activities performed, or messages delivered, in a standard or logarithmic view. The pie

chart showcases which Active vs Inactive Office 365 Groups are action-enabled. You can

click on each section of the pie chart to view the detailed information provided in the table

under the charts.

• Office365 Deleted Groups: lists Office 365 groups being removed. You can refresh this

report by clicking ‘Refresh Data’ button as well as Restore Office 365 Deleted group

applying this action directly from the report once the management was activated.

• Security Groups: provides a listing of all Security groups along with related information

such as description, the date and time of the last directory synchronization, and the total

number of group members.

• Security Groups Members: shows information regarding security groups members: user

principal names and display names, group member type and security group name.

Device Reports

Mobile device reports include the following:

• Mobile Users: provides a list of users who access Office 365 using mobile devices. This list

includes each user’s name, and the manufacturer, model, and last synchronization of each

mobile device.

• Mobile devices: includes the list of users who access Office 365 using mobile devices, and

provides specific mobile device details, including their device policy and last

synchronization details.

• Quarantined Mobile Devices: shows the list of users who have quarantined mobile

devices that are still allowed to connect to the Exchange server, but are not allowed to

retrieve any content from the user’s mailbox.

• Mobile Devices by OS: provides a pie chart of mobile device operating systems in Office

365 environments. The chart is action-enabled. You can click on each section of the pie

chart to view information regarding OS versions and their users. To return to the original

OS summary report, click the red ‘Reset’ button.

• Mobile Devices by Manufacturer: provides a pie chart of mobile devices sorted by

manufacturer. The chart is action-enabled. You can click on each section of the pie chart

to view information regarding mobile device models and their users. To return to the

original manufacturer summary report, click the ‘Reset’ button.




• Mobile Devices by Policy: shows a breakdown of each mobile device’s ActiveSync policy,

login name, user principle name, device OS, device manufacturer, device model, mobile

policy, and last successful sync.

• Policy Application Status: shows a breakdown of applied device policies.

• Devices: shows a list of all devices registered on Azure AD. This report contains

information about device OS name, OS version, Machine Name, Approximate Last

Logon Time stamp, etc.

Security Reports

Security reports include the following:

• User Mailbox Security: provides a list of user mailboxes that have non-standard full

access permissions set (users with access, access type, access scope). ‘Non-standard’ refers

to any user other than ‘Self’.

• Users by Retention Policy: provides a table of users sorted by mailbox retention policy.

• Users on Litigation Hold: provides a list of mailboxes and their Litigation settings.

• User Password Settings: shows each user’s password configuration (password expiration,

strong password character requirements), as well as the date of each user’s password

change.

• Administrative Roles: provides a list of role groups, memberships, and member types for

users in your company with Administrative Rights.

• OneDrive with Multiple Owners shows whose OneDrive has more than one owners

(secondary administrators) and primary and secondary admin login names.

SharePoint Reports

SharePoint reports include the following:

• SharePoint Site Usage: provides a table of SharePoint sites, sorted by size. You can

alternate between viewing Document Count and Storage in the top right corner of the

table.

• SharePoint Site Activity: provides a table of SharePoint sites sorted by activity level

(ActionCount) over a given time interval. You can adjust the time interval in the top right

corner of the table.

• SharePoint Inactive Users: shows a list of Inactive SharePoint users in the selected

period.

• SharePoint Active Users: provides a table of users logged into SharePoint over a given

time interval. You can adjust the time interval in the top right corner of the table.




• SharePoint Activity: provides detailed information about how users interact with

SharePoint to store and collaborate on files. You can use the report to see which users are

active and engaged with files stored within SharePoint sites. You can also see which users

synchronize documents, and monitor if they share documents internally or externally.

You can alternate between the following data views:

o the Files view helps you understand the unique numbers of licensed users that

perform file interactions with files stored on SharePoint sites,

o the Users view shows the trend in the number of active users. A user is considered

active if he or she has executed a file activity (save, sync, modify, or share) or visited

a page within the specified period,

o the Pages view that shows you the number of unique pages visited by users.

• SharePoint Recycle Bin: you can view deleted site collections and see how many days are

left before each site collection is permanently deleted. You can refresh the list of deleted

SharePoint sites by clicking ‘Refresh Data’ button available above the table. You can restore

a deleted site collection from this report after activating management and applying

‘Restore Site From Recycle Bin’ action. For more information check Management

paragraph.

• SharePoint Owners: details all owners for each SharePoint site, this is not available on

Microsoft side out of the box.

OneDrive Reports

OneDrive reports include the following:

• OneDrive with Multiple Owners shows whose OneDrive has more than one owners

(secondary administrators) and primary and secondary admin login names.

• OneDrive Inactive Users: provides a table of OneDrive inactive users over a given time

interval. You can adjust the time interval in the top right corner of the table.

• OneDrive Activity Over Time: provides a table of daily OneDrive activity over a given

time interval. You can adjust the time interval in the top right corner of the table.

• OneDrive Owners: reports the username of the primary and secondary administrators.

• OneDrive Sizes: provides a table of OneDrive users, sorted by size.

• OneDrive Usage: provides a table showing the number of users with specific OneDrive

usage quotas (inactive, unused, -10MB, -1GB, -10GB, +10GB).

• OneDrive Usage Over Time: provides a table showing the number of users with specific

OneDrive usage quotas (inactive, Unused, -10MB, -1GB, -10GB, +10GB) over time. You can

choose monthly or daily graphical representation.

• OneDrive Shared with External Users: provides a list of users with whom OneDrive space

was shared, as well as each user’s email address, when the space was shared, and by whom

they were invited.




• OneDrive Activity: shows how many files a user has stored in OneDrive, and how many

of these files were edited, viewed, and shared internally or externally.


o the Files view that showcases the unique number of licensed users that performed

file interactions against any OneDrive account,

o the Users view that helps you understand the trend in the number of active

OneDrive users. A user is considered active if he or she has executed a file activity

(save, sync, modify, or share) within the specified period.

NOTE: A file activity can occur multiple times for a single file, but will only count as

one active file. For example, you can save and sync the same file multiple times over

a specified period, but it will only count as one single active file and one single

synchronized file in the data.

• OneDrive Statistics: gives you a high-level view of the total number of files and storage

used across all the OneDrive accounts in your organization.


o Accounts view that shows the trends of active OneDrive accounts vs the total

number of OneDrive accounts.

OneDrive accounts are considered active if the users have viewed, modified,

uploaded, downloaded, shared, or synced files.

o Files view that shows the number of files across all sites along with the number of

active files. A file is considered active if it has been saved, synced, modified or

shared within the specified period.

NOTE: A file activity can occur multiple times for a single file, but will count only as one

active file. For example, you can save and sync the same file multiple times over a specified

period, but it will count only as one single active file and one single synced file in the data.

If files were removed during the specified period for the report, the number of active files

shown in the report may be larger than the current number of files on the site.

Deleted users will continue to appear in all reports for 180 days.

Teams Reports

• Teams User Activity provides a view of the most common activities that your users

perform in Microsoft Teams, including how many people engage in team chat, how many

communicate via a private chat message, and how many participate in calls or meetings.

• Teams Device Usage provides you with information about how your users connect to

Microsoft Teams, including mobile apps. The report helps IT admins understand what

devices are most used within your organization and how many users work while they are

on the go.




Aggregation Reports

CoreView aggregation reports offer users a clear view of services across all devices, users, and

connections throughout the organization. In addition, users can see aggregation reports for any

tenants to which they are entitled. Because these reports are generated in real time, users can also

choose to view only some of their tenants.

Aggregation reports include the following:

• Mobile Devices by OS: provides a pie chart of mobile device operating systems in Office

365 environments using aggregate data from across all registered tenants. This pie chart

is action-enabled. You can click on each section of the pie chart to view additional version

and user information. To return to the original OS summary report, click the red ‘Reset’

button.

• Mobile Devices by Manufacturer: provides a pie chart of mobile devices by manufacturer

using aggregate data from across all registered tenants. This chart is action-enabled. You

can click on each section of the pie chart to view additional information on mobile device

models and users. To return to the original manufacturer summary report, click the red

‘Reset’ button.

• Licenses by Tenant: shows consumed vs. remaining license units using aggregate data

from across all registered tenants.

• Licenses by SKU: shows consumed vs. remaining license units using aggregate data from

across all SKU categories.

• OneDrive Usage: shows the number of users with specific OneDrive usage quotas

(inactive, unused, -10MB, -1GB, -10GB, +10GB) using aggregate data from across all

registered tenants.

• OneDrive Usage Over Time: provides a table of daily OneDrive activity over a given time

interval, using aggregate data from across all registered tenants. You can adjust the time

interval in the top right corner of the table.

• OneDrive Inactive Users: provides a table of inactive OneDrive users over a given time

interval, using aggregate data from across all registered tenants. You can adjust the time

interval in the top right corner of the table.

Report Actions

Some reports can be exported, saved, printed, sent by email, scheduled, added to your

favourites, or saved as a compliance report. Click on the report action list in the table header of

some reports to access report actions:




• CSV Export

Used to export table information in CSV or PDF

format.

CSV: Click ACTION, and then Export.

PDF: Click ACTION, and then PRINT.

• Saved

Used to save reports with temporary filters applied,

allowing you to recall the report easily without

reapplying filters.

You can set the saved report as ‘favorite’.

• Schedule reports

You can schedule a report to be sent by email by specifying the name of the report,

choosing recipients, inputting email text/comments, and selecting a time. You can also

decide whether the sending of the report occurs only once, or if it is recurring.

If a desired recipient’s name is already present in the tenant, it will be suggested to you.

Otherwise, you must enter the recipient’s full email address.

The reports are scheduled and saved with the filters you have applied. You can find your

saved reports under the ‘Saved reports’ menu.

• Add to favorites

You can add a report to your favorites by the clicking a star icon near the report title.

Reports in your favorites are static and will retain any filters you have applied. This will

allow you to recall the report more quickly when you want to view it.

• Save compliance report

See more information in paragraph Compliance Report.

• Drive Change

This function allows operator to execute drive campaign directly from the report. This

action is available only for the reports that contain users email so that the campaign

can be sent to them. You can modify ‘Free email’ used by adding images, links, tables,

quotes, and tags from the list of available tags to personalize your email and format

your text. You can also improve the effectiveness by linking Microsoft-produced

informational videos to your users who need them.




• Pivot table

Please check the Custom Pivot report description under the User Reports.

Administrative Functions

On the top header of the dashboard, you can see the following functions:

1. Multi-tenant function provides a list of all customers across multiple tenants to whom

you have given admin privileges, allowing you to easily manage multiple customer

subscriptions.

The customer list that appears is the starting point for viewing important information

about customers and for performing admin tasks on behalf of customers. The first tenant

that appears in the list is your organization’s master tenant.

Any actions you perform will only be applied to one tenant of your choice.

2. Global & License filters: find more details in the paragraph Report Filters.

V-tenants and permissions filters: find more details under Manage V-tenants and

Manage Permissions paragraphs.




3. Management (Optional): CoreView manages common Office 365™ operations through a

simple, intuitive web portal. No PowerShell scripts or advanced skills are needed. This

option is only visible to operators with management roles. You can find more information

on enabling management, management wizard and actions in the paragraph

Management.

4. Feedback/Support request: you can provide your

comments or ask for the support through the feedback

button on the portal.

5. Tasks and Notifications: shows all the task and

notifications within the system.

By clicking on the arrow close to tasks/notifications, you

can view all tasks/notifications and their statuses, as well

as information regarding relevant management

actions/notifications.

You can mark them all as read by clicking ‘Mark all as read’

envelopment icon.

6. Click the arrow near the profile icon to access the following functions:

• My profile: shows your personal information, account settings, your CoreView

roles as well as language settings. You can check your SKUs, V-Tenants, Permissions

and License Pools in the appropriate tabs.

• My Organization

• Organization Settings: this option occurs only in case of managing another

organization tenant

• Manage Operators*

• Manage V-Tenants*

• Manage License Pools*

• Manage Permissions*

• Manage License Templates*

• Audit Log*: saves and tracks all actions performed in CoreView.

• What’s new: shows new features released.

• Feature/Support: enables you to send us messages requesting support or

information about new features.

• User Manual

• Support Portal




• Third Party Note

• Log Out

• Log Out Azure

* Functions available only to the operators with Tenant admin role.

Find more details regarding these functions in the paragraph 3 Delegation.

Delegation

CoreView introduces administrator delegation. In the Office 365™ Portal, only global

administrators can execute common tasks like managing operators, licenses or groups. Global

operators can also administer and view all services and licenses. Thanks to the innovative

CoreView delegation function, you decide what your operators can do and see.

Also, with its comprehensive overview of the Office 365™ environment and multi-tenant

functionality, CoreView lets you manage your customers’ accounts through a single portal

conveniently and with maximal security.

If you are the tenant admin, you can click on click the arrow near the profile icon to access the

following functions:

My Organization

• Organization Info: allows you to review basic information about your organization. Here,

you can update the logo graphic image used to represent your organization within

CoreView.

• Settings allow you to:

- change the character used as the CSV Delimiter for any text files imported into

CoreView and skip Active Mail User (in a consumption dashboard if yes ->

won’t be considered). Moreover, you can decide whether the operators can see

only their own tasks.

- enable License pool V-tenants: this option allows you to enable your license

pools to be also V-tenants, so the operator who belong to specific license pool

will be able to see and manage only users from the assigned license pool.

- check mail settings (only for partners)

- check if the graph API is enabled or not

- change management type

- check if the SharePoint management is enabled. This option allows to see the

data in OneDrive owners report as well as perform OneDrive actions

- check Office 365 Monitoring Info if this feature is enabled

- Notify or not by email once a new operator will be added

• Portal Information: allows you to review details about your CoreView subscription. You can

verify your Subscription level, Expiration Date, and the Last Import Date of your tenant

details.




• Admins Read-Only: allows you to view any administrator accounts limited to a Read-Only

mode.

You can also re-create Read-Only Admin accounts here. For more information, see our KB

article: https://support.CoreView.com/index.php?/Knowledgebase/Article/View/12/0/how-

to-create-admins-readonly

Organization Settings

This function is available only for multi-tenant environment. You can find the same information

sections as you find under ‘My Organization’ but for the chosen managed tenant.

Manage Operators

CoreView enables you to view information on the chosen operators and their roles. You can also

add new operators and modify current operator accounts by changing their passwords, personal

information, roles and add or remove them from V-tenants, Permissions groups and/or License

Pools as well as delete the selected operator(s) and export the list of Operators in excel.

You can add a new operator by clicking ‘Add new Operator’. You will be asked to fill in the new

operator’s personal information, such as User principal name, First Name, last Name, and email

address. Operators can be selected from the tenant’s user list. Simply start to type the user

principal name and choose the correct one from the suggestion list provided:

https://support.4ward365.com/index.php?/Knowledgebase/Article/View/12/0/how-to-create-admins-readonly

https://support.4ward365.com/index.php?/Knowledgebase/Article/View/12/0/how-to-create-admins-readonly




If you choose the operator from the tenant users list, the personal information fields will be

populated automatically. Then you only need to specify the operator roles. The following roles

are available:

TenantAdmin – Administrator of the tenant. TenantAdmins can manage groups,

permissions, license pools and other operators. Moreover, they can see all the License Pools

available and all the tenant data. It is impossible to limit the data view or management

actions that can executed by a TenantAdmin.

Management – You can activate or deactivate operator’s management role using the

‘Management’ checkbox available through this function.

Global Stats – this role allows the operator to view aggregation reports and data used in

reports that cannot be filtered, for example aggregation, Yammer, OneDrive, License

History, Deleted Users reports.

GlobalLicense – the operators with this role can manage all the license pools and view all

license pool reports.

Audit - the operators with this role can see the audit reports (Audit activities, Message

Trace) and manage alerts in the portal.

If you do not choose any of any of these roles, the new operator will only be able to access

reports and use the following features: save, export, schedule, save to favorites.

Note: If you check ‘Use Organization Account’ the Single sign-on will be applied during login.

Otherwise, you must insert the password to be used by CoreView operator.

Also, here you can limit specific operator to see only to the functions of specific SKU among:

• SKU:SEC – audit tab will be visible

• SKU:LM – license management – some user management actions

• SKU:CM – change management – drive tab

• SKU:ADM – administration – manage tab




• SKU:MON – monitoring tab

Then, it’s possible to add a new operator to different V-tenants to limit the information the new

operator can see, permissions groups to limit the management actions the new operator can

perform and License Pools to be managed. You can find more information about creating V-

tenants, permissions groups and License Pools below.

Inherent group roles These roles refer to the roles chosen during adding operator using

‘Add new Group of Operators’.

So, another way to add new operator is using ‘Add New Group of Operators’. In this way you

can select a security group and assign the roles to the whole group of operators.

The security group members will become portal operators and will inherit the roles granted to

Security group. You can also assign additional operator roles by modifying the specific operator

profile.

The security group roles can be checked in the Roles column, while you can see which Security

Group an operator makes part of in the Security Group column.

Notes:* The use of security groups is not dynamic, so if you add or delete the operator to a security

group, this change won’t be reflected on CoreView portal.

*The group roles can’t be modified by now, but we already have it in our Product Backlog.

Manage V-Tenants

Create virtual-tenants (V-tenants) per user’s account properties (country, department, etc.),

domain or tenant, to limit business administrators to see only the objects they have responsibility

for, and only perform the actions and view the reports which they are authorized.

So, V-Tenant consists of a team of operators and a set of specific filters.

Operators inside the V-tenant will see all report data filtered by the rules applied.




To add a new V-tenant:

1. Click ‘Actions’, ‘Add new’

2. Fill in General Information: V-tenant name & description

3. Add operators or distribution group to the V-Tenant from the table titled ‘Select Operators’.

4. Add Domain, Delegation and Group filter for users.

Domain filters: deletes or adds domains from a list of available domains.

Delegation filters: filters by properties such as Company, Company ID, Country, City, Display

Name, phone number, etc.




Groups filters: deletes or adds groups from a list of available groups.

5. Add domain and/or delegation filters to distribution groups to limit what data they can view.

6. In a multi-tenant environment, you can use a domain filter to determine which tenants a

group can view.

7. Click ‘Save’ to save the group.

Note: if you add a delegation filter and then add Groups filter than the rules will be applied in mutual

inclusive way.

Manage License Pools

CoreView enables organizations to partition their Office 365 tenant into smaller, more

manageable, sub-tenants, segmented by specific parameter(s) using the ‘Manage License Pool

function’.

This function enables you to add new license pools, delete existing ones, or configure your license

pools based on principal attribute (pre-defined) and secondary attribute (any parameter) filters or

by

. Together, these double attributes create more specific sub-tenants to help customers segment

their Office 365 environment, control their license distribution, and assign administrators securely

to just that group of users.

This is very helpful as it enables simplified license management and the ability to perform more

accurate license and usage chargeback accounting by business unit, PLUS, geographic location;

or whatever combination of attributes you choose.

1. Manage License Pool

To configure your license pools, choose ‘Manage License pool’ among the administrative

functions, after you click ‘Actions’ – ‘Configure’:




There are two possible modes for license pools configuration:

1. Enforce mode allows to configure license pools based on certain discriminators

So, choose the first (and the second if necessary) discriminator attributes based on which you

would like to configure the license pool.

Moreover, you can add the SKUs and License costs that will be included in each license pool.

To add new SKUs the new license pool configuration is necessary.




After choosing the discriminator(s), the system will configure the license pools.

Note: the SKUs that were not chosen to be included in the license pools will be available to your

operators and these licenses can be managed by them in the whole quantity.

2. Assign mode introduces a new way to work with License Pools where the portal does not

enforce them but enables the operator to assign a user in a specific subset. In this way

customers can have the flexibility to define any kind of License Pools and assign end-

users for more granular reporting and license cost tracking.




So, define which Portal Attribute should be used and add allowed values for this attribute.

Then, you can assign the user to specific license pool by using management actions “Assign To

License Pool” or “Change User Properties” by modifying Portal Attribute used during License

Pools configuration under CoreView Properties.

Note: The system takes some time to configure or update the license pools. So please wait some

minutes based on your tenant dimensions before checking the results for each license pool and

the associated license reports.

2. Add new, edit, delete license pool:

To add new license pool or delete existing one select the relative

action under available Actions.

Note: ‘Add new’ action is available only in case you have available filter

to be used for creating a new license pool that is a license pool

discriminator used during initial configuration of your organization

license pools.

To edit the license pool, click the license pool name in the ‘Manage License Pools’ table or

open the License Pool report to update the number of assigned licenses.




You can change the name and description, assign different members from the defined

CoreView operators and the number of SKUs to be managed within. You can also delete the

license pool filter. Only operators who belong to the specific License pool can manage it, while

operators with the tenant admin role can see and manage all license pools. The new operator

role called ‘GlobalLicenses’ allows you to overcome this limit and to assign the management

of all license pools by an operator who is not a tenant admin.

By deleting the entire license pool, you could free this license pool filter and join it with another

one since it will appear as ‘available’.

For example, after a License Pool configuration we have these 2 license pools that we’d like to

join:

If we delete one of the license pools, we can add this free license pool filter to another license

pool we would like to keep.

Firstly, delete the license pool to be joined.

Then, edit the license pool you’d like to keep by adding the available filter:




To analyze the license data, check the License Pool report.

Manage Permissions

This function allows you to increase security by limiting which reports and management

actions operators can access.

To determine operator permissions, click ‘Add new’ under the ‘Actions’ list, then follow these

steps:

1. General info: fill in general information.

2. Operators: add operators to a group from the table titled ‘Select Operators’.

3. Start page: choose the start page (only one) that the operators of group will see once

accessed the portal

4. Menu: choose which menu items will be available to the operators added in Step 1

5. UserCard: choose which information will be visible to this permission group in the User Card

6. Management actions: choose which Management Actions will be available to operators

added in step 1

7. V-Licenses: choose the options for SKUs and service plans among:

• Sku not visibile, ServicePlan not editable;

• Sku visibile, ServicePlan mandatory if Sku is selected

• Sku and ServicePlan manageable

You can select also License Template to be applied for this permission group. For more

details on License template, consult a paragraph about License Template.

8. Click the Save button to save permissions granted to certain operators.

Manage License Templates

License Template allows CoreView Tenant Administrators to create unique “License Templates”

that can be leveraged to make license assignments easier.

License Templates allow you to:




• Enhance your license management by using the template to define what range of

licenses you want to make available to an operator to manage.

• More easily manage bundled licenses by preselecting the actual licenses you want to

include (or exclude) when the template is applied. This is very useful when assigning a

bundled SKU, such as an E3 or E5, where you may not want to include Yammer or Sway

by default.

• Avoid licensing dependency errors by accounting for any license dependencies in the

template. An example of this is where Office Online requires either SharePoint Online

Plan 1 or Plan 2.

To add new License Template, click ‘Add new’ under the ‘Actions’ list and fill in general

information, then define what licenses you want to exclude, include as optional or include as

mandatory.

Once a Template is created, you can then add that template to a Permission for the required

delegation.

Note: This is an initial release of License Templates and is currently limited to only one Template to

Permission.




User card

User cards are assigned to each of your users and allow you to easily access each user’s license

assignments. You can quickly search for user information by searching for the first 3 letters of the

user name or email address that appears on a user card.

The search will provide up to 10 context-sensitive suggestions regarding information about the

user you searched for.

If you use the user card to search for information about a specific online user, you will see a

complete overview of:

• Info - all in one unique view you see info about:

o Active Office 365 Services in the last 30 days

o User details: display name, email address, job role, address, department, etc.

o Licenses: active licenses and other licenses that could potentially be assigned

o Software Licenses

o Office Installations

o Mobile Devices information.

• Exchange:

o Details

o Stats

o Connection Types

o Custom Attributes

o Mailbox AutoReply Configuration

o Total mail sent and received over time

o Distribution Groups

o Users with access

o Mailbox rights

• OneDrive: shows a user’s daily and monthly OneDrive usage, as well as relative details

and stats data.

• Skype for Business: allows you to check a user’s Peer Sessions, Participate and Organize

Conferences, Message, Audio and Video Sessions and their durations, etc.




You can adjust the time interval over which you would like to view a user’s activity. You

have options to view activity from: last 7, 30, 90 and 180 days.

Note: this feature only shows information about Skype for Business Online, not on Premises.

• Audit: shows activities performed by a user within the last 30 days with Audit Analyzer

capabilities and a possibility to add additional columns as well as export the results in

Excel/PDF.

• SharePoint: shows SharePoint activities in the last 7, 30, 90 and 180 days

• Yammer: shows user last activity date and activities performed on Yammer in different

time periods in the 7, 30, 90 and 180 days.

• Notes: you can add notes at user or tenant level. Use Tenant Notes to take and share the

notes with all the users of your tenant. This function is useful for call center operators to

share notes regarding specific users.

Note: The management actions can be applied directly in the User card once management is

activated.




Report Filters

Global, License filters, V-tenant and Permissions filters are available at the top of the application:

Global filters are used to filter report tables with AND and OR conditions based on OnlineUsers

properties. Any operator can apply a global filter by setting parameters for how data appears in

reports.

To add or edit global filters, or to view global filters shared with you, click on GLOBAL

FILTERS and add a new query. Fill in each query with specific values.

To activate a filter, use the dropdown menu and select it. To remove a filter, click the X beside its

name.

Otherwise, global filters are permanent, meaning that they remain even if other alterations are

made to the report page.

License Pool Filters are configured using Manage License Pool. This function is visible only to

the operators configured as members of the license pool, who can use it to apply filters to reports.

Any new filters added will be saved to a list.

License pool filters are applied only to information that the operators who created them are

permitted to see. Operators can apply Column and Report filters in addition to filters described

above.

V-tenants and Permissions filters are very useful for Tenant admin who would like to check which

data, reports and management actions operators can access.




Column Filters are used for filtering tables that appear in reports. Click on the textbox above a

column and the filter that you want to apply. That filter will be applied only to that column.

Report Filters, however, will be applied to the entire table. Report filters are used to filter tables

with AND and OR conditions based on OnlineUsers properties. You can add new report filters by

clicking on FILTERS and adding new queries. Fill in each query with specific values. Then, click

‘apply’ to activate the filter.




Management

Enable Management Function

To enable the Management function, you will be asked to input an Office 365 Global Admin

username and password during signup. The Management function allows you to configure

permissions, manage licenses, share mailboxes, reset passwords, create new users, forward emails

to other mailboxes, create role-based access, remove users, schedule reports, etc.

Once logged into the portal, simply click on the management check box placed next to your

profile icon in upper right-side corner. You will be asked to activate the management setting

using an Office 365 Global Admin username and password:

There are three types of Management capabilities (none, basic and advanced). The last two create

a new Global Admin setting on your Office 365 tenant:

• None: this management type is set by default. To enable management the operator should

be in possess of Office 365 admin credentials. Moreover, Office 365 admin whose

credentials used to enable management session should have all set of permissions

necessary to execute management actions, otherwise these actions will fail. More

information available in the Knowledge base article: “Reasons why a Management action

fails”.

• Basic: this method enables a password with half of the eight characters defined by you.

These are shared amongst your CoreView operators to activate management at a later

time. The second half of the password, and associated username, are defined by CoreView

and stored encrypted within the system. This method achieves two goals:

o Operators do not know the full password; therefore, they cannot use PowerShell

or the Microsoft Portal to perform management actions

o CoreView stores only half of the password which cannot be used alone

• Advanced: using this method the full password is generated by CoreView and stored in

the Azure KeyVault for maximum security available in the cloud. This is the same vault used

to store Credit Card information or other important secrets. The password is changed often

to ensure maximum security. In future releases of CoreView we will enable customers to

use their own Azure KeyVault to maintain total control of the stored secret. When

management is activated by an operator, the password is retrieved from the Azure

KeyVault and all operations are audited by Microsoft Azure directly. This is the preferred

method because it removes the service user accounts and uses temporary user accounts

where needed, or by Management Operators where possible.

https://support.4ward365.com/index.php?/Knowledgebase/Article/View/83/8/reasons-why-a-management-action-fails

https://support.4ward365.com/index.php?/Knowledgebase/Article/View/83/8/reasons-why-a-management-action-fails




To change the management type once the management function is activated:

1. choose 'My Organization' or ‘Organizational Settings’ if you have to change it for chosen

managed tenant under your profile

2. Go to Settings tab and choose Management

3. Choose which management type should be used

4. Click Save

Once Management is enabled, a CoreView operator with a management role will see the ‘Actions’

menu available in the most reports, as well as in the User cards.

Management Wizard

The management wizard allows you to make bulk management decisions more quickly and

efficiently.




Choose which management action you would like to apply, and whether you would like to apply

it over a mailbox, users, mobile device users, distribution, Office 365 or security groups, mail

contact skype for business or you need to create a custom action. Then, select items an operation

and click ‘confirm’.

You can either select only items visualized on the current page or select all items across all pages.

To select all items, click on hamburger menu available over the select items table and choose

‘Select All’. You can also deselect all or load items using CSV from this menu.

Note: Management action that have ‘cloud’ icon close to their titles can be performed only for on

cloud objects.

Note: To access the Management Wizard, you need either Office 365 Admin credentials or a

management role with the management password provided in case of basic management type or

just management role in case of advanced management type.

Management Actions

The management actions available are:

1. Custom actions

These actions are available only for the organization which acquired SKU:ADM.

Using this action tenant admins are able to write custom PowerShell script covering

any management action on their tenant and distribute those scripts easily to other

operators who will be able to run them within their V-tenant without being a tenant

admin.

To create a new Custom Action, tenant admin needs to click Manage Custom Actions

under the Manage Tab. Click on Create to add a new Custom Action and follow the

steps described below:

▪ add a title and a brief description.

▪ select Custom Action target from the drop-down list:




• Distribution Group

• Mailbox

• Mail Contact

• Office 365 Group

• Security Group

• Skype For Business

• User

• None: using this target TenantAdmins have the flexibility to create

any PowerShell script, unbounded by the need to select a specific

Target.

Once you chosen a target, you can add columns to the table and filter them

by clicking on the textbox above columns and choosing the filter that you

want to apply.

Note: Operators will perform the custom action won't be able to change these

filters set by tenant admin during custom action configuration.

▪ set the Parameters coming from the previous table. They can easily be

added or deleted by clicking the icons next to the names. The parameters

will be automatically embedded in the PowerShell script.

Otherwise, you can create additional Variables choosing different types

(String, list, Boolean etc..), name and value. You can then decide whether it

is a required field or not.

▪ add your PowerShell script. Once it’s added, the parameters and variables

will be automatically embedded in your script.




After that, you can save it as a Draft and run a preview of the action. The preview

option is available only for the Admin who generates the Custom Action.

Once you're ready to submit the Custom Action, hit Submit under the Actions

button.

The action will be submitted for a review.

Our technical team will review the script only from a performance point of view.

Note: The script content/logic will be not reviewed. It's up to you have a look for

security purposes.

Once the action has been approved, you can publish it, and it’ll become available

in the management wizard under custom actions category.

You will be able to manage it in the same way as any other Management Action

by using Virtual Tenants and/or Manage Permissions.

Note: The connections currently supported are Exchange Online, Skype For Business,

MsolUser and Azure AD. Others will be implemented in the future.

2. Mailbox

2.1. Forward smtp Address: Specify which user you want to forward the new

messages. Checking the box to “Save Local Copy” will retain a copy in the

original mailbox and forward one to the new destination.

2.2. Forward Address: Specify the recipient you want to receive the forwarded email.

Checking the box to “Save Local Copy” will retain new messages in the original

mailbox and forward them to the new destination.

2.3. Grant Access to Users: Grant access for a specific mailbox(es) indicating the level

of access rights: full access, external account, delete item, read permissions,

change permissions, change owner with a possibility to configure auto

mapping.

2.4. Grant Access to Mailboxes: Grant access for specific user(s) indicating the type

of access right: full access, external account, delete item, read permissions,




change permissions, change owner with a possibility to configure auto

mapping.

2.5. Manage CAS: Enable or disable the following Client Access server parameters:

ActiveSync, OWA, Pop, Imap, Mapi, Ews.

2.6. Copy Permissions To: Choose a user you want to copy permissions to and

indicate the other user account by selecting the replace or merge permissions

option.

2.7. Copy Permissions From: Choose a specific user you want to copy permissions

from by selecting the replace or merge permissions option.

2.8. Remove Mailbox Permission: Remove access for other users to the selected

mailbox.

2.9. Remove Mailbox Permission Rights: Remove specific mailbox permission rights

(including mail send permissions) for the selected user.

2.10. Regional Settings: Manage user regional settings by choosing a language.

2.11. Manage Quota: Specify the send, send-receive and warning quota.

2.12. Create Mailbox: Create a mailbox specifying all the necessary user details.

2.13. Edit Mailbox: Edit mailbox properties such as general information, contact

information, email addresses, Organization, or Mailtip for the selected user and

specify if you want the user to reset their password on the next login.

2.14. Create Shared Mailbox: Create a shared mailbox specifying all the necessary

details.

2.15. Edit Shared Mailbox: Edit shared mailbox properties.

2.16. Create Resource Mailbox: Create a resource mailbox (either equipment or room

mailbox) after filling in the necessary information and specifying the type of

booking request while identifying whether it should be hidden from the

Address Lists.

2.17. Edit Equipment mailbox: Edit the properties for the selected equipment mailbox.

2.18. Edit Room mailbox: Edit the properties of the selected room mailbox.

2.19. Manage Calendar Permissions: Assign permissions to selected user(s) for a

specific user’s calendar.

2.20. Convert To Shared Mailbox: Convert the selected user mailbox(es) to a shared

mailbox.

2.21. Manage Clutter: Enable/disable clutter for all mailboxes, or select specific

mailboxes to update.

2.22. Remove Mailbox: Choose the mailboxes to be deleted.

2.23. Grant send on behalf to on mailbox: Grant ‘send on behalf of’ permissions for

selected mailboxes.




2.24. Manage Send As Permissions: Manage the “send as” permissions on a specific

mailbox.

2.25. Change Mailbox Type: Change the mailbox type for selected users from the

available option: SharedMailbox, EquipmentMailbox, RoomMailbox,

UserMailbox.

2.26. Assign Contacts Folder delegate: Assign Editor permissions for a user to access

the Contacts folder of a target Mailbox.

2.27. Remove Contacts delegate: Remove the delegate from the Contacts folder of a

target Mailbox.

2.28. Configure Auto Reply: Enable, disable or schedule an auto-reply message, along

with the specific text for both internal and external recipients.

2.29. Manage Quarantine Messages: View and release false positive quarantined

messages.

2.30. Manage archive: Create an archive mailbox to store additional messaging data.

2.31. Set archive name: Set the archive name for each selected user.

2.32. Manage Litigation Hold: Enable data retention for the mailboxes and

repositories of specific users.

2.33. Enable Mailbox Audit: Enable or disable mailbox audit logging for selected

mailboxes mailbox.

3. User

3.1. Manage Password: Change a user password specifying if you want the user to

immediately change it on their next login.

3.2. Password Never Expires: Enable/disable the option for the password never to

expire on selected user accounts.

3.3. Manage Licenses: Assign or Unassign licenses for selected users, and specify the

associated license pool to be used.

3.4. Change User Properties: Change a user’s personal information and licenses

assigned.

3.5. Create User: Add a new user account with the associated information, license

assigned, and other details.

3.6. Remove User: Delete selected users.

3.7. Rename User: Change a user’s principal name.

3.8. Revoke User Sessions: Invalidate the refresh tokens issued to applications for a

user.

3.9. Restore User: Restore a deleted user saved in the recycle bin.

3.10. Remove User From Recycle Bin: Eliminate a deleted user from the recycle bin.

3.11. Manage MFA: Set up multi-factor authentication for Office 365 users.




3.12. Assign to License Pool: Choose a value to assign a selected user to the license

pool configured using assign mode.

3.13. Edit User Properties in bulk: Change users information in bulk.

3.14. Edit Sign-In Status: Manage sign-in status parameters.

3.15. Manage Service Plans: allow to manage single service within a bundled SKU.

4. Mobile

4.1. Remove Mobile Device: Remove mobile devices from the mobile devices list.

4.2. Allow Quarantined Mobile Device: Allow a quarantined mobile device to access

the Tenant's Exchange server.

5. Distribution Groups

5.1. Create Distribution Group: Add a new distribution group along with all the

necessary information.

5.2. Update Distribution Group: Edit the selected distribution group information.

5.3. Remove Distribution Group: Delete selected distribution groups.

5.4. Add distribution group member: Add members to the selected distribution

group.

5.5. Remove distribution group member: Delete a user from the selected distribution

group.

5.6. Add Members To Distribution Group: Add members to a distribution group and

a mail-enabled security group.

6. Office365 Group

6.1. Create Office365 Group: Create a new Office365 group along with the necessary

information.

6.2. Update Office365 Group: Edit Office 365 group information.

6.3. Remove Office365 Group: Delete Office365 groups.

6.4. Add member to Office365 group: Add members to a selected Office 365 group.

6.5. Remove member from Office365 group: Remove members from a chosen Office

365 group.

6.6. Restore Office365 Deleted Group: retrieve (restore) a deleted Office 365

Group(s) in real time.

7. Mail Contact

7.1. Create Mail Contact: Create a new mail contact along with the necessary

information.

7.2. Edit Mail Contact: Edit the mail contact information for a specific user.

7.3. Remove Mail Contact: Delete a mail contact.

8. Security Group




8.1. Create Security Group: Create a new Security group along with the necessary

information.

8.2. Update Security Group: Edit a Security group’s information.

8.3. Remove Security Group: Delete Security groups.

8.4. Add Security Group Member: Add members to a selected Security group.

8.5. Remove Security Group Member: Add members to a security group.

9. Skype for Business

9.1. Manage Skype User Settings (Beta): Change the Skype User settings such as

Skype policy. These control different features such as allowing the recording

of conversations and meetings, as well as non-archived features for

compliance. In addition, these settings allow you to choose people outside

your organization that the user can communicate with, such as External Skype

for Business users, or External Skype users.

9.2. Manage International Skype Settings (Beta): Enable the permission for a specific

Skype User to make international calls.

9.3. Manage On-Premises Number: Clear the Skype for Business number assigned

to a Skype User, or modify the number as needed.

9.4. Manage Online Number: Update the information listed for a user’s online

number.

9.5. Manage Skype for Business Conferences: Edit the Audio Conferencing settings -

such as the provider, default toll or toll-free number, conference ID or PIN - for

a selected user.

9.6. Create Call Queue: Create a Phone System call queue including:

• An organizational greeting.

• Music while people are waiting on hold.

• Redirecting of calls to call agents in mail-enabled distribution lists and

security groups.

• Making settings for call queue maximum size, and call handling options.

9.7. Edit Call Queue: Modify a Phone System call queue including greeting, music

on hold, making settings for call queue maximum size, and call handling

options.

9.8. Delete Call Queue: Eliminate Phone System call queues.

10. OneDrive

10.1. Manage OneDrive Owners: Assign a secondary administrator to OneDrive For

Business (ODFB).

10.2. Add OneDrive Owners in Bulk: Assign secondary administrators to OneDrive For

Business (ODFB) in bulk.




10.3. Remove OneDrive Owners in bulk: Remove administrators to OneDrive For

Business (ODFB) in bulk.

10.4. Pre Provision OneDrive Sites: Pre provision a user OneDrive for Business storage

areas and site.

10.5. SetOneDriveQuota: Change OneDrive Quota (in bulk).

11. SharePoint

11.1. Manage SharePoint Owners: Manage owners per site collection.

11.2. Add SharePoint Owners in Bulk: Add owners to Site Collections in bulk.

11.3. Remove SharePoint Owners in Bulk: Remove owners to Site Collections in bulk.

11.4. Set SharePoint Quota: Change storage allocated and warning levels, user code

maximum and warning levels.

11.5. Create SharePoint Site: Create SharePoint Site Collection (with real time retrieval

of time zones, languages and available templates including custom ones).

11.6. Delete SharePoint Site: Move Site Collections to Recycle bin.

11.7. Remove Site From Recycle Bin: Delete site collections from recycle bin.

11.8. Restore Site From Recycle Bin: Restore site collections from recycle bin.

After you execute a management action, you can check its progress on the task board:

You will be notified when an executed action is complete. You may also receive warnings to remind

you of important information regarding the action:

If an action cannot be performed, you will see an error message:




To verify the detailed result message of failed action, click on Tasks arrow so that Tasks detailed

table will be opened, and you can control ‘Short Description’ and/or ‘Description’ column

containing Task Timestamp, parameters and Error description.

Note: Once the management session is opened it will be available to all operators with the

management role. The management session expires after 2 hours of the execution of the last

management action. Once the management session has expired, you will not be able to view the

flagged management box any longer.

Some actions can be performed in bulk by loading the items from a CSV file. The CSV file should

include the list of User Principal Names (UPN’s) in one column with each UPN in a separate row.

If the management action in a bulk takes more than 2 hours an automatic management session

will be opened to complete bulk action successfully.




Audit

You can activate this feature after you accept Microsoft API sharing when you activate your

subscription.

Audit Reports provide you with collected audit information on activities performed by users on

SharePoint, Exchange, OneDrive and Active Directory. This gives total control to tenant admins,

within boundaries defined by CoreView’s unique delegation feature.

You can view this data in real time. As Microsoft tracks activities and makes data on them available,

CoreView receives the data and tracks activities internally.

All CoreView audit reports are enriched by Audit Analyzer, a powerful analysis tool that allows you

to review audit logs in context. The Audit Analyzer uses a “faceted search” which is designed to

eliminate analytical dead ends. This faceted search to all existing Audit reports, with a set of

predefined categories for each workload. This unleashes the real power of Audit data, enabling an

extremely fast search of data in many business scenarios.

Office 365 Reports

• Audit Activities

You can select or deselect the service activity information on the graphs included in audit reports.

Click the service name in the legend to remove it from the graph or click on the data in the graph

to track information over a minimum time interval of 2 seconds (default 30 minutes). The details

will also be updated in the table below the graph. You can apply filters to the columns in the table

or user Audit Analyzer on the left side of table to drill down into the results for additional

investigation. The audit analyzer shows the Top 5 Aggregations on the left pane, and you can add

more aggregation in Audit reports.

These are different and separate from the Office 365 Activity Reports.

Exchange Reports

• Message Trace: Each operator can track message details in real-time within CoreView

within assigned V-Tenant boundaries.

• Exchange Audit Events contains information on the access and actions performed on a

mailbox by different users.

• Admin Mailbox Activities shows all actions performed by Admins on mailboxes.

• Non-Owner Mailbox Activities shows all the actions performed on a mailbox by a non-

owner. The report contains information about who accessed the mailbox, the actions they

performed, and whether or not the actions were successful.

• DLP Activities shows all Data Loss Prevention (DLP) related entries.

https://en.wikipedia.org/wiki/Faceted_search




• SendAs and SendOnBehalf shows the details on Send as and Send on Behalf actions

performed.

• Mailbox Rights Changes shows all changes performed on recipients’ mailboxes.

SharePoint Reports

• SharePoint Audit Events contains information on the access and actions taken by users

on SharePoint.

• External Invitations shows any activities related to external data sharing.

• External Access shows activities performed by external users on the selected tenant.

• Anonymous Invitations shows any anonymous invitation activity.

• SiteCollection Admin Changes shows changes in SiteCollection admins.


Below are some examples of the types of analysis you can perform using Audit Analyzer

feature under SharePoint reports:

o Filtering a SharePoint site, we can see list of elements filtered and aggregations by:

▪ number of most accessed files

▪ most active users

▪ most frequent operations

o Selecting SharePoint workload


▪ most user url

▪ most accessed extensions

o Filtering a file on SharePoint

▪ full history of the file


▪ most frequent operations

OneDrive Reports

• OneDrive Audit Events contains information on access and actions taken by users on

SharePoint.

• External Invitations shows any activities related to external data sharing.

• External Access shows activities performed by external users on a selected tenant.

• Anonymous Invitations shows any anonymous invitation activity.

• Site Provisioning shows an entry for each user that accesses OneDrive for the first time,

(useful to monitor if users are activating OneDrive or not).


Below are some examples of the types of analysis you can perform using Audit Analyzer

feature for OneDrive External access report:




o most active external users

o files accessed

o most frequent activities

Threat Intelligence Reports

• Audit Events shows real-time information about malware or other threats impacting your

tenant with the sender - recipient details.

Note: this report shows information only to customer with an E5 plan.

Teams Reports

• Teams Audit Events shows user and admin activity in Microsoft Teams

• Channel Operations shows information on channel added, channel deleted and channel

settings changes.

• Membership Operations shows information on members added, deleted and changed

member role.

• Team Operations shows information on team created, deleted and settings changes.

PowerBI Reports

• PowerBI Audit Events shows User and admin activity in Power BI for Office 365.

Security and Compliance Reports

• Audit Events shows security and compliance events across Security and Compliance

Center.

Alerts Reports

CoreView enables the configuration of automated alerts for any event activity reported in Office

365 log files. The simplified wizard UI to configure these alerts makes it easy for IT administrators

to choose the available log categories and associated events from available picklists and activities

to identify the exact security risks they want to monitor. The wizard UI walks the administrator

through a six-step process to identify the log event and select the recipients to alert. These alert

notifications are generated from the audit activities performed by CoreView on an almost real-

time basis. When a preconfigured security watchdog setting matches a known compliance breach,

an alert message is sent via e-mail to a specified distribution list. Administrators can then take

immediate action to rectify the situation and close the security concern.

To create, edit or delete Event Alert go to Audit – Alerts Reports – Manage Alerts.




Compliance Reports

Compliance report allows you to check the company compliance rules are respected or not.

For example, to create the specific company compliance rule to ensure that “the sales department

must have clutter disabled” follow these steps:

1. Select “User Custom Report” and add the specific parameters to be controlled: User

Principal Name, Department, Is clutter enabled.

2. Add the necessary filter to control which user accounts are managed by this rule:

Department equals Sales

3. Specify the Column Filter to set the Clutter Enabled column: False

4. Choose ‘Save Compliance Report’ from action menu




5. Add a report name, description and category

6. Finally, click ‘Proceed’ to save the compliance report

7. Check your compliance report under the Audit -> Compliance Reports -> Custom Baseline

view.

If your baseline report is not compliant it will be outlined in red, otherwise, you will see it outlined

in green.

You can also schedule to receive an alert once the report is not compliant any longer.

To schedule the compliance report, follow these steps:

• Choose the compliance report you would like to schedule by flagging a checkbox in the

first column in front of its name

• Choose "Schedule" from the report actions dropdown list

• Fill out the necessary details and click "Schedule"




The compliance reports are checked by our system every two hours for the compliance duration.

If the report is not compliant any longer, you will receive an alert. An alert is sent once every 24

hours even if there will be more new entries.

Note: you will receive an alert once the report is listed as compliant again.

Azure AD Reports

• Audit Report provides the audit record for the event name, the actor who performed the

action, the date and time (in UTC) when it was performed, the target resource affected by

the change as well as actor, target and role details.

• Sign-ins Events report gives a full detail on all sign-ins activities performed within your

tenant. You can easily check failed logins, locked account, accounts target by hackers’

attack and also who is using what within your tenant in extreme detail.

• Sign-ins External report allows easily to visualize who performed the external access,

when it happened, what content the external user has access to and from what geographic

location. This report was enhanced with geo representation for location mapping searches,

along with pivot point analysis from directly inside the report.

• Sign-ins failed report shows failed sign ins and the reasons for all users in a chosen period.

• Monthly Sign-ins by user report shows the number of total sessions for the current

month per user.

• Monthly Sign-ins stats by app report provides information about the usage of managed

applications and user sign-in activities.

• Sign-ins from anonymous IP addresses report indicates users who have successfully

signed in from an IP address that has been identified as an anonymous proxy IP address.

These proxies are used by people who want to hide their device’s IP address, and may be

used for malicious intent.

• Users with leaked credentials When the service acquires username / password pairs, they

are checked against Azure AD users’ current valid credentials. When a match is found, it

means that a user’s password has been compromised, and a leaked credentials risk event

is created.

• Sign-ins from Infected Devices identifies sign-ins from devices infected with malware.

This is determined by correlating IP addresses of the user’s device against IP addresses

that were in contact with a bot server.

• Sign-ins from IP addresses with suspicious activity report shows sign-ins from IP

addresses where suspicious activity has been detected. Suspicious activity in this case is

defined to be an unusually high ratio of failed sign-ins to successful sign-ins, which may

indicate that an IP address is being used for malicious purposes.

• Sign-ins from unfamiliar locations report considers past sign-in locations to determine

new / unfamiliar locations. The system stores information about previous locations used

by a user and considers these “familiar” locations. The risk event is triggered when the

sign-in occurs from a location that’s not already in the list of familiar locations.




• Impossible travel to atypical locations report is useful to identify suspicious from

locations that may be atypical for the user, given past behavior.

Moreover, by clicking ‘Columns’, you can add or remove information from the Audit reports.

You can also export, save, print, or schedule these reports with applied changes and filters and

adjust the time interval in the top right corner of the table.

The Audit Saved Report can be found in a dedicated section ‘Saved reports’ under Audit tab.




Invoice

The invoice feature allows you to manage CoreView subscriptions provided to your partners and

customers, tier 1 and tier 2 resellers, and final customers. It also enables invoicing when dealing

with Cloud Service Providers.

Resellers

Partners

Contains information about already registered and not-yet-registered CoreView partners

(in progress). This information includes each partner’s name, datacentre, notification email,

creation and expiration dates, subscription level, number of purchased Office 365 licenses,

portal used and purchased licenses used for registered partners. While you can check

partner’s display name, reference and notification emails, request activation date, Country

ISO and campaign codes, Last Event Log and if it’s in error for unregistered partners.

You can also access an action list that will allow you to execute the same actions as those

that appear in the customer sections of this manual.

Customers

This feature allows you to check CoreView-registered customers with paid subscriptions

as well as customers who have registered the trial version.

o Registered: allows you to manage any registered tenants with paid subscriptions

(Enterprise and Professional). Use the green Action Menu to send Activation Links.

o Trial: shows clients with the trial subscription level. Select a tenant and go to the

green Action Menu to send an Activation Link.

o Not assigned: all those clients who have registered using the website and do not

have associated reference email accounts. A reference email account is an email

address for the operator who sent an invitation link directly from the CoreView

portal.

o Leads: here you can find all the details regarding the trial sign ups.

You can check the customer information regarding Data Center, Display name, Notification

email, Creation and Expiration dates, Subscription level, number of Purchased Office365

and (used) Portal Licenses, Distributor and Reseller name.




Note: the expiration dates outlined in red have been exceeded, while the yellow ones are

about to be exceeded.

CSP

This feature is currently under development and is intended to help Cloud Solution

Providers manage their distributors (Tier 1), resellers (Tier 2), final customers, and related

invoices. You can manage all of the above using a simple interface.

Distributors

Distributors are organizations directly connected with Microsoft through Partner Center.

Tier 1 distributors are created by a top-level organization, (a Tier 0 organization) manually

configured by Administrators. The first time a distributor (Tier 1) opens the CoreView

Portal, they will be asked to proceed with CSP API integration that allows organization

customers and related information to be imported into the Portal.

Once integration is complete, the list of customers imported, as well as other related

information, will appear under the ‘Available’ tab of the menu ‘Customers’.

https://msdn.microsoft.com/en-us/library/partnercenter/mt634708.aspx




Partners

Resellers (Tier 2 organizations) must be added directly by distributors (Tier 1) by filling in

the form below:

Once a new reseller is added, they will receive an invitation to use the CoreView portal.

Resellers can see the list of available customers and all related information imported from

Partner Center. They can send invitation links so customers can be tracked under the ‘In

progress’ tab. Once a customer accepts an invitation, they will appear under the

‘Registered’ tab.

Customers

Customers are imported directly from Microsoft Partner Center. When they accept an

invitation, their Office365 data will be imported. This way, they can start using the

CoreView Portal as soon as they have been invited by a Tier 1 or Tier 2 organization.

If a customer does not receive an invitation link, it can be resent by using the ‘Copy link to

clipboard’ or ‘Re-send activation link’ functions.




Drive Campaigns

Manage Campaigns

From here you can create a new campaign, delete or copy an existing one, or monitor

the effectiveness of your campaigns by reviewing click-through rates and the number

of messages read. Measuring how effective your campaigns are at driving Office 365

adoption allows you to fine-tune your messaging to improve overall awareness.

To create a new campaign:

1. choose Create Campaign under the Actions menu:

2. Select a category among the existing entries (check paragraph Manage Template

to find out more about categories and how to add them)

3. Select a template (check paragraph Manage Template to find out more about

templates and how to add them)

4. Select recipients. You can add additional columns here to filter your results as

needed. To add additional columns, click the Columns button and choose the

columns to be added to the Recipients table.

5. During the ‘Start’ process step you can:

a. Review the target properties and change the aim functions

b. Review and change any of the general information data items: name,

description and subject

c. Review the total number of recipients for your campaign

d. Review and change the campaign email content

6. Send a test email

7. Once you are finished, click the Save button to activate your campaign.

To check your campaign effectiveness, go to the ‘Manage Campaigns’ menu and click

the ‘view’ button to review your campaign.

Here you can check on the general campaign settings and how well your campaign is

delivering your desired results.

Also, you can enforce campaign to repeat again. To do it, click Actions – Enforce

Campaign. The enforced campaign will be sent to the same recipients.




Manage Templates

In this section, you will learn how to create, delete, and edit different templates for your

campaigns.

The table view includes the default templates shared to you as well as your own templates

that were created previously.

Create new template

1. Click the actions button and choose “Add new” action. Create a new template wizard

will be opened.

2. Select the targets for the campaign among the available properties.

3. Choose the campaign recipients. You can add additional columns here to filter your

results. To add additional columns, click the Columns button and choose the columns

to be added to the Recipients table.

4. Here you can:

a. Review the targets selected and specify if it should be incremental

b. Specify General Information, such as the:

• Template name

• Description

• Categories used to group various templates

• Visibility:




o Tier 0: the template will be visible to Tier 0, distribution list, partner

and customer operators

o Distribution: the template will be visible to the distribution list,

partner and customer operators

o Partner: the template will be visible to partner and customer

operators only

o Customer: these templates will be visible to your company

operators

• Subject

c. Insert Template Text: you can add images, links, tables, quotes, and tags from

the list of available tags to personalize your email and format your text. You

can also improve the effectiveness by linking Microsoft-produced

informational videos to your users who need them. (You can also leverage

third-party training vendors. Please reach out to your account executive for

different options related to third-party training vendors.)

Once you have set your template you can test it by sending a test email. Click the

Test Mail button, insert an email address where the message should be sent, and

then click Proceed.

Once you have finished the template creation process, click Save button to store

your work.




Monitoring

Here you can find different types of reporting on the availability and performance of your Office

365 tenant. It can proactively monitor your tenant and track real SLA on Exchange and SharePoint

workloads.

Dashboard

Exchange and SharePoint

These reports provide an overview of SharePoint Online, Exchange Online, Skype for

Business, and SharePoint Online Search service.

The coloured boxes on the dashboard represent different categories of information. Click

‘view more’ under the boxes to open detailed reports on that information.

Geographic Service Performance

This report shows what the performance is like relative to other geographies across the

world. Simply hover over any of the data points to see the location and performance data.

Other reports

Outages

The basic outage report shows all outages that have occurred, grouped by resource.

Health Checks

The basic health checks report shows the results of the health checks against your tenant

for approximately the last 30 minutes.

Monthly Health Checks

The monthly health checks report shows you how many health checks were performed

against each resource each month. If a resource shows zero for a month that means it wasn't

monitored that month.

Average Response Time

The average response time report shows you the average response time of each monitored

resource each month. If a resource shows zero for a month that means it wasn't monitored

that month.

Overall Service Responsiveness

The overall service responsiveness report shows you the average response time across all

customers by resource type - meaning Exchange Online and SharePoint Online. You can use




this to see how the response time in your tenant compares to the average response time of

everyone else.

Overall Search Performance

The overall service search performance report shows you the average query latency and

average crawl time across all customers.

Geographic Service Performance

This report shows what the performance is like relative to other geographies across the

world. Simply hover over any of the data points to see the location and performance data.

Crawl latencies

This report shows you the latency experienced over the last several hours, in minutes, that

it has taken for Office 365 to get content crawled and search results returned for newly

added content.

Query latencies

This report shows you the latency experienced over the last hour, in seconds, that it took to

get search results returned.

Daily Crawl latencies

This report shows you the average latency experienced each day, in minutes, that it has

taken for Office 365 to get content crawled and search results returned for newly added

content.

Daily Query latencies

This report shows you the average latency, in minutes, experienced each day that it has


content.

Monthly Crawl latencies

This report shows you the average latency experienced each month, in minutes, that it has


content.

Monthly Query latencies

This report shows you the average latency, in seconds, experienced each month that it takes

to get search results returned.

Geo Outages

This report gives you a geographical heat map of outages for all the locations. You can see

what the number of outages is like relative to other geographies across the world.




Geo Availability

This report gives you a geographical heat map of all the locations. You can see what the

availability is like relative to other geographies across the world.

Outages by Agent

This report gives you how many outages you've had relative to other geographies across

the world.

Availability by Agent

This report shows you what the availability is like relative to other geographies across the

world.

Performance by Agent

This report lets you see what the performance is like relative to other geographies across

the world.

Monthly outages

The monthly downtime report shows you the amount of downtime, in seconds, recorded

for each resource for the month. If no outages were recorded that month, then no data is

shown for the month.




Headquarters

Italy

CoreView S.r.l.

USA

CoreView USA, Inc.

8000 Avalon Boulevard, Suite 100

Alpharetta, GA 30009

www.coreview.com

[email protected]

http://www.coreview.com/


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