The Essentials offering equips you with robust reporting and a set of out-of-the-box Playbooks designed to facilitate the management of your tenant. This article aims to guide you in identifying the tools available to you and their locations within the CoreView app.
Interface and navigation
The side panel menu grants you access to the following items:
- Governance Center
- Favorite reports (if available)
- Reports
- Settings
Favorite reports
This section displays all reports you've starred for easy access. It becomes visible in the menu once you mark at least one report as a favorite.
Reports
Here, you'll find pre-built reports, which span a variety of topics and promote efficient organization. Each report includes a suite of standard features, allowing you to duplicate, save, or add it to your favorites.
For more information, please visit the “Reports” section.
Governance Center
The Governance Center is a set of widget-based dashboards that offer a comprehensive snapshot of the health and safety of your Microsoft 365 environment. Serving as a single pane of glass, it provides a consolidated view across all Playbooks and policies. For further details, please refer to the “Governance Center: interface and navigation” article.
Settings
This section contains the following sub-items:
- Organization settings
- Playbooks
- Operators
- Audit log
Continue reading to learn more about each setting.
Organization settings
In this section, you can manage or view details about your organization. For more information about the different tabs available in this section, please follow the links below:
- Organization info
- Settings
- Portal information
- Admin read only
- Consent management
- Graph management
- Support access
Playbooks
This section allows you to view your “Playbook Policy Library”. On the left side, the Filter Assistant lets you select the policies you wish to view. Each policy is displayed within a “Policy Box”.
Within this box, you can perform various actions, such as accessing full reports, enabling policies and remediations, setting policies as public, and editing policies.
Please be aware that with the Essentials package, you are limited to enabling and executing the remediation of predefined License management policies.
Operators
This section allows you to create, delete, and manage your operators. For more details, please visit the “Organize and manage operators” section.
Please note that in the Essentials solution, all operators have a Tenant Admin role. As such, no roles will be displayed on this page.
Audit log
Here, you'll find a list of all activities performed in CoreView. This enables you to track and monitor actions performed by every operator. For additional information, please refer to the “CoreView audit report” article.
Connectors
The add-ons listed below can be purchased separately and added to your Essentials plan:
- Delegated Administration
- Virtual Tenants
- License Pools
- License Templates
- Audit Connector
- Data Connector
Delegated Administration
- Virtual Tenants allow you to create specific boundaries that reflect the organizational structure. This way, you can determine the range of objects—such as users, groups, resources, and settings—that an operator can see and manage.
- License Pools allow you to distribute licenses to segments of your business, such as departments or countries, and to delegate responsibility for managing those licenses to local administrators.
- License Templates are pre-configured collections of licenses and service plans that you can delegate to operators for assignment, eliminating the need to select licenses and service plans individually.
Audit Connector
- Provides the ability to import the Microsoft Unified Audit log into CoreView.
- Offers dedicated reports of security activity (risky users, impossible travel, etc.)
- Allows you to trigger alerts based on log events with the ability to trigger Playbooks/Workflows.
Data Connector
- Creates a connection between a customer's CoreView tenant and a cloud-based repository, specifically an Azure SQL database.
- Allows you to extract and store data from CoreView in a format that enables more flexible use and integration with other systems or analytical tools such as PowerBI.