User Manual Insight CSP Dashboard The most advanced office 365 management suite Maximize: Office 365 investment benefits by understanding real usage and driving adoptiom Improve: Security management with advanced user delegation, even in an hybrid environment Achieve: Full control by easily access all Office 365 information 11-05-2016
Table of content 1. INTRODUCTION 2 2. LOGIN 3 Trial/Subscription Activation 3 Login 4 3. DASHBOARD 5 4. DELEGATION 8 My organization 8 Manage Users 9 Manage Groups 10 Manage License Pool 11 Manage Permissions 12 5. USER CARD 14 6. MANAGEMENT WIZARD 15 7. REPORTING 16 Dashboards 16 Operational Reports 16 Yammer Reports 16 License reports 16 User Reports 17 Mail Traffic Reports 17 Exchange Reports 18 Skype for Business Reports 20 Distribution Group Reports 20 Mobile Device Reports 21 Security Reports 21 SharePoint Reports 21 Aggregation Reports 22 Report Actions 23 8. GLOBAL & LICENSE POOL FILTERS 25 9. MANAGEMENT 26 Enable Management Function 26 Management Actions 27 2
1. INTRODUCTION Insight CSP dashboard is an advanced and cost-effective solution that enables cloud administrators, IT managers, CIO and the purchase manager to obtain unique and valuable information about all aspects of Microsoft Office 365. With the delegation feature, you can assign operators a specific group of users in order to limit scope and tailor management actions available for them. Insight CSP dashboard helps you to identify users not using a specific Office 365 workload and so drive the adoption, monitor the ROI and optimize your costs. Insight CSP dashboard is a fast and simple solution to be used to: Manage easily and from a single point of access all your OFFICE 365 subscriptions; Stay up to date on the actual use of the OFFICE 365 services by users; Optimize the license assignment by identifying tailored plans for each user to be used in an effective way; Immediate evidence of unused licenses (on average 10% of licenses assigned) to ensure savings on the subscriptions; Improve security by limiting the content (users, email, etc.) visible to operators managing their assigned users without having administrative rights on Office 365, while monitoring the actions that they perform; Offer a first class rated internal support service, thanks to our User Card ; Perform administrative tasks without having to learn traditional PowerShell (junior level staff are easily able to perform operations on the subscription); Optimize the ROI from OFFICE 365 by driving service adoption in your company in the best way! 3
2. LOGIN Trial/Subscription Activation To activate your Insight CSP dashboard subscription click the activation link sent to you in the invitation email. To start the activation procedure login with an Office 365 user that will be set as the Insight CSP dashboard tenant admin. NOTE: The user you will used to perform the first login must have an email that Insight CSP dashboard will use to notify the activation status. In the subscription form the client has to insert following information: Insight CSP dashboard Information First Name: First Name (pre filled by the system) Last Name: Last name (pre filled by the system) Email: email that will be used as username in Insight CSP dashboard. (pre filled by the system) 4 Office 365 Admin User Username O365: customer Office 365 admin Password O365: Office 365 admin password During the sign-up process, you must supply the Office 365 administrator login, in order to allow the creation of the Insight CSP dashboard service account within your tenant. If the user you entered was not an admin, you will get an email notifying you about this error. Re-click the activation URL you received, in order to restart the signup process. Note: O365 Admin username and password are never saved into 4ward systems. It is used to activate the management function for registered users and allow creation of the service account on your tenant.
LOGIN System verifies activation code and starts registration process. Based on number of licenses available for the tenant, Insight CSP dashboard creates a variable number of read-only users, up to 10. These users do not require OFFICE 365 licensing and are used only during import procedure. They are members of the View Only Organization Admin group and cannot be used to perform changes in the system. Data is imported to a Insight CSP dashboard Azure Instance located in the North Europe Data Center. When import is completed, the client receives a confirmation email, and can begin to use the Insight CSP dashboard platform. Login To log into Insight CSP dashboard go to https://cspdashboard.insight.com, and insert your login details. Insight CSP dashboard users can select to use existing Active Directory accounts for authentication within the Insight CSP dashboard Portal. For those users who already have access to the Insight CSP dashboard Portal and would like to take an advantage of this feature, it is necessary to add the new user using the Manage users function and checking Use Organization Account. If the Insight CSP dashboard user chooses this option, he/she will redirect to https://login.microsoftonline.com/. When using the Email authentication option, three failed logins will result in the following error: Ops...This account is locked, please try again in...minutes and...seconds. 5 If you forgot your password, just click Forgot password? to get the correct one.
3. DASHBOARD Once you logged into Insight CSP dashboard, you see the Insight CSP dashboard dashboard that contains the general and the most important business information of the chosen tenant: top 5 senders/receivers, top 5 mailbox sizes, total user mailboxes, total mailbox size, primary domain, other accepted domains, Office 365 Version, etc. By clicking view more under each color box in the dashboard, you can open detailed report containing information named in the boxes. On the right side under Reports apart from generic Dashboard you can visualize as well: 1. OneDrive dashboard: overview of your OneDrive usage, plans, top users as well as Unassigned to total licenses/services ratios. To see more details just click View more or click on columns of One Drive Usage chart. OneDrive by Plan chart can be filtered by clicking the labels available in legend, and these options will be cancelled from the chart. 2. Consumption Dashboard: see here the most useful services, how many users activated for each service to understand if your users need special trainings on specific services to increase usage. 3. Service Health: shows the calendar with messages regarding Office 365 coming directly from Microsoft. By clicking the message in the calendar, the timeline with corresponding detail messages will be visualized. To come back to the Calendar, just click Back to Calendar. 6 4. Messages: the table shows messages regarding Office 365 coming directly from Microsoft. Some are required specific actions. These actions are marked with a symbol in the Action Required column and have a date specified in the Date column when this action has to be performed as well as the urgency level. To filter columns just type in the blank boxes the content by which you want to filter. You can also export, save or schedule the information to be sent with the filters applied and period chosen.
DASHBOARD On the top header of the dashboard, you can see the following functions: 1. Multi-tenant function which presents a list of all the customers for which you have delegated 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. All the actions you will do will be applied only on the selected tenant. 2. Global Filter (see paragraph 8 for more information) 3. Management (Optional): Insight CSP dashboard manages common Office 365 operations through a simple, intuitive web portal: no PowerShell scripts or advanced skills are needed. More information is available in the paragraph 9. Management. This option is visible only to the users with management roles activated. 4. Click the arrow to see more functions. 5. Notifications: this part shows all the notifications of the system. The notifications can be deleted. 6. Tasks: by clicking See all tasks, you can visualize all the tasks and their status done through management actions. 7 7. By clicking More you can see other features available, such as Settings where you can choose language.
DASHBOARD 8. Finally, under your email address you can see following functions: My profile: shows your personal information and your Insight CSP dashboard roles. The password section lets you to change your password. Moreover, the Groups section shows you which groups you are a member of. My Organization Manage Users Manage Groups Manage License Pool Manage Permissions Client Agents Audit Log: here all the actions done in Insight CSP dashboard are saved and tracked. What s new: new features released. Feature/Support: you can send us a message asking support or new feature. FAQ Log Out 8
4. DELEGATION Insight CSP dashboard introduces administrator delegation. In the Office 365 portal only global administrators can execute common tasks like managing users, licenses or groups. Actually, such users can administer all services, all licenses and see everything. Thanks to the innovative Insight CSP dashboard delegation function, you decide who can do what, and for which users or organizations. Even more: with its comprehensive overview of the Office 365 environment and multi-tenant functionality, Insight CSP dashboard lets you manage your customers accounts through a single portal conveniently and with the utmost security. If you are the tenant admin, click on your email inside the top header, for additional functions: My organization You can check here following aspects: My Profile: Personal Info: Modify the registered first name, last name, and email address of your logged in user account. Verify the registered name of your organization. Modify the roles associated with your account, choosing from TenantAdmin, User, Management, GlobalStats. Password: Insert the existing password allowing you to change your password to a new value. Groups: Review the Groups your user is a member of. Admin User My Organization Organization Info: Review basic information about your Organization. On this page you may update the logo graphic image used to represent your organization within Insight CSP dashboard. Settings: Change the character used as the CSV Delimiter for any text files imported into 42ward365. Insight CSP dashboard: Review details about your Insight CSP dashboard subscription. Verify your Subscription level, Expiration Date, and the Last Import Date of your tenant details. Admins Readonly: View any administrator accounts limited to a Readonly mode. Tenants Registered: Manage any tenants registered under your existing subscription. Select a tenant and go to the green Action Menu to send an Activation Link or Extend the Expiration Date. 9 Insight CSP dashboard This section contains information regarding your Insight CSP dashboard subscription. Admins ReadOnlyOffice 365 Admin details used to create Insight CSP dashboard account. Tenants In this section, you can see your registered tenants and those not activated yet under the In Progress Tab. You can also add new tenants, send a link to Managed Tenant, extend Expiration Date for an already registered tenant, or resend link to a managed tenant that is not yet activated under the Actions menu.
DELEGATION Customers This section provides a table with registered Customers and those that are in progress with their registration. For the registered customers you can check who is a partner and distributor of the customer. For not yet registered customers, you can see the activation request date. The same list of actions as for tenants is available. You can filter the columns by Name, Subscription Level and email address, and partner and distributor in Registered tab. 10 Partners Here you can find the information about already registered and not yet registered partners (in progress), in particular, name, distributor, subscription level, email, licenses used for registered partners and activation request date for un-registered ones. In addition, you have an action list with the same actions as in the tenant and customer sections. Manage Users This section shows the chosen tenant users with overall information regarding users roles and allows you to add new users, modify current ones by changing their passwords, personal information, and roles. By clicking Add new you will be asked to fulfill the personal information and specify which roles a user should have. The following roles are available:
DELEGATION TenantAdmin administrator of the tenant with a possibility to manage groups, permissions, users. User Default access level allowing reports to be viewed. Management Permits display of the management checkbox allowing to activate/deactivate the management function (for more information refer to paragraph 9). Global Stats this role allows the user to see the aggregation reports. Manage Groups Create collections of users within a group, and give each operator one or more groups to manage. Define which operations the operators can perform on their allocated groups. 11 To add a new group: 1. Click Actions, Add new 2. Insert General Information: Name & Description 3. Add users to a group by selecting them in the table Select Members and clicking select.
DELEGATION 4. Add Delegation filter. Delegation filter includes different properties, such as Company, CompanyId, Country, City, Display Name, phone number, etc. 5. Select domains and tenants (in case you have multi-tenant environment) to be visualized by this specific group by selecting the domain filter and specifying the tenants. 6. Click Save to save the group. Manage License Pool Using this function, you can add new license pools, delete existing ones or configure your license pools based on the filters created from the most used parameters during license distribution: city company country department state 12
DELEGATION Configure License Pool Add/edit license pool: Then, with an appropriate filter chosen, you can assign the type and number of SKU to be managed in each License Pool and choose members who can manage it. 13 Manage Permissions This function allows the selection of specific reports and management actions to be visualized by operators to increase security. To define user permissions click Add new under the Actions list, then follow these steps: 1. Insert General Information: Name & Description. 2. Add users to a group by selecting them in the table Select Members and clicking select. 3. Choose Menu items to be available to the users chosen during the first step:
DELEGATION 4. Choose Management Actions to be available to the users chosen during the first step: 5. Click Save to save permissions granted to certain users. 14
5. USER CARD Type the first 3 letters of the user name or the email address in the Insight CSP dashboard user card and find quickly the information you need. Using the user card and with just one click, you have a complete overview of: User detail info: all in one unique view you see all customers info: User details: display name, email, job role, address, department; Licenses: active licenses and the possibility to assign other licenses; Mailbox rights Browser Details: name, version and last used. OS Details: name, version and last used. Mobile Devices information. Exchange Info: in a single screen all Exchange information you need: Quota limit Retention policy Storage limit status Proxy Addresses Domains Last sync Distribution Groups Mailbox AutoReply Configuration CAS mailbox 15 Notes You can also 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. OneDrive: user s daily and monthly OneDrive usage presentation. Skype for Business: In this tab you can verify when the user did last logon and his last activity time as well as Total P2P Sessions, Total P2P IM Sessions, Total P2P Audio Sessions, Total P2P Application Sharing Sessions, Total Messages, Total Transferred Files, Total Organized IM Conferences, Total Participated Conferences, to name but a few. You can also choose the appropriate period: this month, last month, last 3 months or 6 months as well as print or download the chart in different formats available.
6. MANAGEMENT WIZARD Management wizard allows you to take bulk management actions smarter, better and faster. Just choose which management action you would like to apply massively over mailbox, groups, mobile or users, and then proceed with the next step by selecting items for a bulk operation, and finally, view your basket and confirm it. 16 Note: Management Wizard can be used only with activated management, so you need to have Office 365 Administrator credentials or the management role in 4ward465 Portal to be able to activate management.
7. REPORTING Improving and optimizing your Office 365 account starts with understanding your data. Insight CSP dashboard gives you immediate access to integrated parameters that easily identify the status of your account and licenses. Use your Office 365 data to make smart strategic decisions. Insight CSP dashboard reports give you all the information you need to understand how your Office 365 account is performing and discover new business opportunities. Report generation within the portal gives you a precise snapshot of customers subscriptions, without running PowerShell scripts or creating aggregate data with Excel. The graphical reports can be used in touch mode allowing you to navigate and see, in real time, all actually active services. Dashboards Dashboard: Overview of all workloads over past 30 days, featuring tenant details. Various charts are drillable, for additional details. OneDrive Dashboard: Overview of your OneDrive usage, usage over time, activity, top users as well as Unassigned to total licenses/services ratios. To see more details just click on the One Drive Usage chart. Consumption Dashboard: Overview of active vs. inactive utilization of various workloads. Chart below shows user status per workload. This chart is also drillable, for consumption detail per workload. Exchange Dashboard: Overview of your Exchange top mailbox sizes, senders/receivers, active vs. inactive, and logged in users. Various charts are drillable, for additional details. Skype Dashboard: Overview of your Skype peer to peer sessions, conferences, active vs. inactive, and top users. Various charts are drillable, for additional details. Operational Reports Service Health: Shows the health of each Office 365 service with any Microsoft generated status alert messages presented along a timeline. By clicking any service on the left in a state of alert, the timeline with corresponding detail messages will be displayed on the right. Messages: Shows all Microsoft generated status messages over a given period of time, specified in the top right corner above the chart. You can see more details by hovering the mouse over the data points. 17 Yammer Reports Yammer Activity: Displays a chart and table of SharePoint sites, sorted by activity level, over a given period of time, specified in the top right corner above the chart. Alternate between Total, Liked, Message Created, and Message Viewed, as specified in the chart title. License reports This category contains the following data: Subscription Overview: This table displays types of purchased licenses, number of active, warning, consumed, remaining and suspended license units with more details regarding the licenses status, purchase date, number of purchased licenses and the next bill date. License by User: Gives an overview of how your Office 365 licenses are distributed and utilized from different users (full name, login name, Subscription type, Exchange license, Skype license, SharePoint license, Office Professional Plus, Office web apps ). User Without License: Displays a list of user mailboxes without an Office 365 license. License Pool: Review total number of licenses of each type, with details of consumed vs assigned licenses and number of users based on the filter you have chosen during the license pool configuration. Service Usage by License Pool: Displays a chart and table illustrating active vs. inactive service usage, grouped by license pool. Service Usage: Displays charts and table illustrating service consumption per workload.
REPORTING Software Licenses: Displays a chart and table of software license allocation for Office 365 Pro Plus, and others. Charts is drillable, for additional details. User Reports Users: Users: Table containing User Full Name, Login Name, Recipient Type, Last Logon, etc. By clicking Columns you can add other information or deactivate the columns you do not want to be visualized. You can also export, save, print or email this report including the changes done to columns and 18 filters. Custom Report: use this section to create your own table by choosing fields among the available ones as well as specifying the filters to be applied to the table. Custom Report: Use this section to create your own table by choosing fields among the available ones, as well as specifying the filters to be applied to the table. Deleted Users: Table containing a listing of Office 365 users deleted via the Insight CSP dashboard portal. User Analyzer: Advanced dataset filter which allows table based searches across any available attribute or property. Insert new filter properties by clicking, Add Aggregation. Mail Traffic Reports This category contains the following information: Mail Traffic: Retrieves the inbound and outbound mail traffic statistics by recipient for all available dates. Spam & Malware Traffic: Displays the detected spam and malware, grouped by type of spam filtering (inbound content filtered spam, outbound content filtered spam, inbound malware, inbound IP blocked SPAM, inbound envelope blocked spam). Top Senders & Receivers: Provides data about the top email senders and receivers over a specific peri-
REPORTING od of time, grouped by the total number of messages sent or received. Mail Traffic By User: Displays the total number of email sent or received from different users including information such as: email address, recipient type, inbound, outbound and total email. Malware Detail: This report gives a picture of inbound/outbound malware, domain, its senders & receivers, subject and the name of attached file. External vs Internal: This report shows relative values for external vs. internal messaging. Exchange Reports 19 The email address table shows all users and their email addresses: Exchange Inactive Mailboxes: Presents information regarding Active vs Inactive Users and Inactive Users details. Connection by Type: Shows how users have connected to their mailboxes in a given period. Connection by Browser: Overview of which browsers users used to connect to Office 365 on the date when the data was lastly updated by Microsoft. While there is no option to choose the specific date, click any column or piece of chart to drill down showing version & user detail information. You can choose the graphic data presentation by clicking the chart type button and choosing pie or column chart type. Connection by Browser Over Time: Gives an overview of which browsers users used to connect to Office 365 over a given period of time. Change the period by specifying the range in the top right corner above the chart. This chart is also drillable, and it is possible to export it in PNG, JPEG, PDF and SVG formats and print it.
REPORTING Connection by OS: Gives an overview of which operating system Office 365 users used on the date when the data was lastly updated from Microsoft. While there is no option to choose the specific date, click any column or piece of chart to drill down showing version & user detail information. You can choose the graphic data presentation by clicking the chart type button and choosing pie or column chart type. To come back to OS summary report click the red Reset button by the table. Connection by OS Over Time: Gives an overview of which operating system Office 365 users used over a given period of time. Change the period by specifying the range in the top right corner above the chart. This chart is also drillable, and it is possible to download it in PNG, JPEG, PDF and SVG formats and print it. Email Addresses: Displays table containing information about users full name, login name, primary email address, other email addresses that can be filtered, exported, saved, print or sent by email. Mailbox Sizes: Displays a chart and table of mailboxes, sorted by size. Shared Mailbox Sizes: Displays a chart and table of unlicensed shared mailboxes, sorted by size. Archive Sizes: Displays a chart and table regarding archive size (MB) and archive item count, sorted by size. Recipients by Type: Displays mailbox information regarding all available recipient types. You can drill down into columns to see more detail that will be visualized in the users table below, or you can filter the data presented in the table by choosing the recipient type of your interest. Recipient Over Time: Gives information regarding recipient types over a given period of time, specified in the top right corner above the chart. You can see more details by hovering the mouse over the data points or clicking on them to see more details that will be visualized in the users table below. Mailbox Activity Over Time: Shows the total number of active, created, and deleted mailboxes per day over a given period of time, specified in the top right corner above the chart. You can see more details by hovering the mouse over the data points. Users with Archiving: Shows a list of users that have an archive mailbox. Users with Forwarding: Shows users with forwarding enabled. It displays a table with Full Name, 20
REPORTING Login Name and Forwarding to. Users with Auto Reply: Shows users with forwarding enabled (identity, auto reply state, start time and end time). Clutter Status: Shows users with Clutter, low priority message handling feature enabled on Exchange Online. Users by Connection Type: Table shows user connection types and can be filtered, exported, saved, print or sent by email; Users Logged in Over Time: Displays the total vs logged in number of users over a given period of time, specified in the top right corner above the chart. You can see more details by hovering the mouse over the data points. Skype for Business Reports Active Users: Shows the number of active Skype users per day over a given period of time, specified in the top right corner above the chart. You can see more details by hovering the mouse over the data points. Peer to Peer Sessions: Displays the number of Active Skype Users, Total Skype Sessions, IM Sessions, Audio Sessions, Video Sessions, Application Sharing Sessions, File Transfer Sessions over a given period of time, specified in the top right corner above the chart. You can see more details by hovering the mouse over the data points. Conferences: Displays the number of Active Skype Users, Total Skype Conferences, IM Conferences, Audio Conferences, Video Conferences, Application Sharing Conferences, File Transfer Conferences over a given period of time, specified in the top right corner above the chart. You can see more details by hovering the mouse over the data points Inactive Users: Displays the number of Active vs Inactive Users, Inactive users full names, login names, licenses, last logon time, last activity, days since last activity. The pie chat can be printed or downloaded in PNG, JPEG, PDF and SVG formats. The table with more details can be filtered, exported, saved, printed or sent by email. Top Users: Gives information regarding Top Skype Users, in particular User Principal Name, Last activity time, Total P2P sessions, Total messages, Last Logon Time, Total P2P IM sessions, Total P2P Audio sessions, to name, but a few. To visualize the whole list of columns available click on Columns button. The table with more details can be filtered, exported, saved, printed or sent by email. Connection by OS: Gives an overview of which operating system Skype users used on the date when the data was lastly updated from Microsoft. While there is no option to choose the specific date, click any column or piece of chart to drill down showing version & user detail information. You can choose the graphic data presentation by clicking the chart type button and choosing pie or column chart type. To come back to OS summary report click the red Reset button by the table. Connection by OS Over Time: Displays the number of Skype connections by Client over a given period of time, specified in the top right corner above the chart. The table with more details can be filtered, exported, saved, printed or sent by email. Traffic by User: This report shows you actual usage of Skype in your company, the most active users for each use case, for example, Total P2P IM, audio, video, applications sharing sessions, to name but a few. 21 Distribution Group Reports Distribution Groups: Table shows the name, address, type, number of user mailboxes, mail users and users of distribution groups. You can use the report filter or sort by column, as well as export or save this report.
REPORTING Distribution Group Size: The chart displays the size of each distribution group. It can be printed and downloaded in PNG, JPEG, PDF and SVG formats. The table provides more details about display name, primary email address, type, member count of each distribution group. You can filter some columns as well as export or save this table. Groups Accepting External Mail: Shows all your Distribution Groups that accept email from recipients outside your organization. The table provides more information regarding display name, primary email address, type, member count of distribution group as well as from whom emails are accepted (Internal and External Senders). You can filter some columns as well as export or save this table. Charts can be printed or downloaded in PNG, JPEG, PDF and SVG formats. Distribution Group Members: Listing of users in your company and their group membership. The table with more details regarding full name, login name, recipient type, member of distribution group can be filtered, exported or saved. Mobile Device Reports The email address table shows all users and their email addresses: Mobile Users: Displays a list of users in who access Office 365 using Mobile Devices (name of the owner, manufacturer, model, last synchronization). Inactive Mobile Devices: Shows the number of inactive mobile devices in a given period. Mobile Devices by OS: This chart shows mobile device operating system in Office 365 environments. The chart is drillable: click any piece of the pie chart and it will be drilled down showing you detail information regarding the OS versions and its users. To return to OS summary report click the red Reset button by the table. Mobile Devices by Manufacturer: Shows mobile devices by manufacturer. The chart is drillable: click any piece of the pie chart and it will be drilled down showing you detail information regarding the mobile device model and its users. To return to Manufacturer summary report click the red Reset button by the table. Mobile Devices by Policy: Shows a breakdown of devices by their ActiveSync Policy with more details regarding login name, user principal name, device OS, device manufacturer, device model, mobile policy, last successful sync. Policy Application Status: Shows a breakdown of devices policies applied. ActiveSyncs Per Day: Gives information about the number of mobile devices synchronized. 22 Security Reports This category contains the following data: User Mailbox Security: Displays a list of user mailboxes that have non-standard full access permissions set (full name, access type, access scope). Non-standard equals any user other than Self. Shared Mailbox Security: Displays a list of shared and room mailboxes and relative access permissions. Shared Mailboxes are typically unlicensed. 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. User Password Settings: Displays users password configuration (password never expires or strong password required settings) as well as password last change date. Administrative Roles: Displays a list of users in your company with Administrative Rights (role group, member, member type). SharePoint Reports
REPORTING SharePoint Site Usage: Displays a chart and table of SharePoint sites, sorted by size. Alternate between Document Count and Storage, as specified in the top right corner above the chart. SharePoint Site Activity: Displays a chart and table of SharePoint sites, sorted by activity level (ActionCount), over a given period of time, specified in the top right corner above the chart. SharePoint Active Users: Displays the number of users logged into SharePoint over a given period of time, specified in the top right corner above the chart. Team Site Deployed: Table displays team sites deployed over a given period of time, specified in the top right corner above the chart. Active vs Inactive metrics are also available. Team Site Storage: Table displays information about team site storage over a given period of time, specified in the top right corner above the chart. Tenant Storage Metric: Table displays information about tenant storage metric over a given period of time, specified in the top right corner above the chart. SharePoint Navigator: This report gives a picture of company SharePoint library, type, last modified date, number of items presented and permissions given. SharePoint Library Sizes: Displays which SharePoint sites have a greater size and number of items as well as its URL address and title. SharePoint Permissions: Verify the permission type of a specific site, its name and URL as well as groups and roles enabled for this site. SharePoint Activity: This report provides an overview of SharePoint activities such as when a particular site was modified, days since last modification and by whom it was modified. Aggregation Reports Insight CSP dashboard aggregated reports provides comprehensive data offering users a clear view of services across any device, user, connections throughout the organization. In addition, users have the opportunity to see the aggregate reports for all different tenants that they are entitled and decide to select only part of these tenants because reports are generated in real-time: 23 Mobile Devices by OS: This aggregate report across all registered tenants, shows mobile device operating system in Office 365 environments. The chart is drillable: click any piece of the pie chart and it will be drilled down showing you detail information regarding the OS versions and its users. To return to OS summary report click the red Reset button by the table. Mobile Devices by Manufacturer: This aggregate report across all registered tenants, shows mobile devices by manufacturer. The chart is drillable: click any piece of the pie chart and it will be drilled down showing you detail information regarding the mobile device model and its users. To return to Manufacturer summary report click the red Reset button by the table. Licenses by Tenant: This aggregate report across all registered tenants, shows consumed vs. remaining license units. Licenses by SKU: This aggregate report across all SKU categories, shows consumed vs. remaining license units. Connection by Client Browser: This aggregate report across all registered tenants, shows which browsers users used to connect to Office 365 on the date when the data was lastly updated by Microsoft. While there is no option to choose the specific date, click any column or piece of chart to drill down showing version & user detail information. Alternate between Clients and Connections, as specified in the top right corner above the chart. Connection by Client OS: This aggregate report across all registered tenants, shows which operating systems users used to connect to Office 365 on the date when the data was lastly updated by Microsoft. While there is no option to choose the specific date, click any column or piece of chart to drill down
REPORTING showing version & user detail information. Alternate between Clients and Connections, as specified in the top right corner above the chart. Service Health: This aggregate report across all registered tenants, shows the health of each Office 365 service with any Microsoft generated status messages presented along a timeline. By clicking any service on the left in a state of alert, the timeline with corresponding detail messages will be displayed on the right. OneDrive Usage: This aggregate report across all registered tenants, shows the number of users with specific OneDrive usage quota: inactive, unused, -10MB, -1GB, -10Gb, +10Gb. OneDrive Usage Over Time: This aggregate report across all registered tenants, shows the activity per day over a given period of time, specified in the top right corner above the chart. OneDrive Inactive Users: This aggregate report across all registered tenants, shows the OneDrive inactive users over a given period of time, specified in the top right corner above the chart. 7.14 OneDrive Reports OneDrive Inactive Users: Shows the OneDrive inactive users over a given period of time, specified in the top right corner above the chart. OneDrive Activity Over Time: Shows the activity per day over a given period of time, specified in the top right corner above the chart. OneDrive Business Deployed: Table displays the number of OneDrive deployed over a given period of time, specified in the top right corner above the chart. OneDrive Business Storage: Table displays OneDrive storage utilization over a given period of time, specified in the top right corner above the chart. OneDrive Sizes: Displays a chart and table of OneDrive users, sorted by size. OneDrive Usage: this table shows the number of users with specific OneDrive usage quota: inactive, unused, -10MB, -1GB, -10Gb, +10Gb. Please note that OneDrive Usage report presented here as well as the one under OneDrive Dashboard and Aggregation Reports has logarithmic scale on the left. This kind of scale allows covers a large range of data and makes its graphical representation easier. OneDrive Usage Over Time: this table shows the number of users with specific OneDrive usage quota: inactive, Unused, -10MB, -1GB, -10Gb, +10Gb over time. You can choose monthly or daily graphical representation. OneDrive Shared with External Users: List of users with whom OneDrive space was shared as well as their email, when and by whom they were invited. 24 Report Actions You can export, save, print, send by email, add to favorites or schedule some reports by clicking report action list in the table header of some reports: Schedule reports
REPORTING You can also schedule reports specifying its name, recipients, email text/comments, recurrence (one-time job/recurring job) and time. If the recipient s name is already presented in the tenant it will be suggested to you. Otherwise you have to enter the full recipient s email address. The reports are scheduled and saved with the filters you have applied. You can find your saved reports under Saved reports menu voice. Add to favorites Apart from using Save function that allows users to add the report with particular filters applied before saving it, you can also easily add a report as is to your favorites by simply clicking a star icon near the report title to recall it quicker. 25
8. GLOBAL & LICENSE POOL FILTERS The Global & License filters are available at the top of the application: Any user can apply Global filter by specifying the parameters that limit the data visualization in the reports. To see the Global filters created by you or shared with you, or to add a new Global Filter or edit the exited one, click Manage, then Actions and Add new : Fulfill the General Info: give your filter a name, description, choose if you want to share it with others by clicking the check box Shared or Selected to apply this filter immediately. Then, specify parameters and values to be used by Global Filter in the Filters section. Once inserted all information, save your Global Filter. 26 License Pool Filter configured using Manage License Pool (see paragraph 4.4 for more information) is visible only to the users configured as members of specific License Pool and can be applied by them for limiting the information visible in the reports. In addition, the user can also use filter by columns in the report, i.e. in the License by User report you can filter by Full Name, Login Name, Subscription Type, etc. While the report filter applies only for the page, you have applied it to. Once you change the report you are visualizing, the filter will be lost.
9. MANAGEMENT Enable Management Function To enable Management function that allows you to configure permissions, manage licenses, share mailboxes, reset passwords, create new users, forward emails to another mailbox, create role-based access, remove users, schedule reports, etc. during the sign up phase you will be asked to insert Office 365 Admin username and password. Once you entered in Insight CSP dashboard you will see the management box by checking which you will be asked again to enter Office 365 Username and password. To avoid using Office 365 Admin credentials you can also create a custom management password to activate the management function to any user who has enabled the management role. To create Management password: 1. Enter Office 365 Admin credentials after checking Management checkbox. It will take some time to validate the credentials entered, once the validation is completed you will see this symbol 2. Then, go to Manage Users, click Actions menu and choose Change management password. 27 In this case, by checking the management enable checkbox the user with management role will have two opportunities available:
MANAGEMENT 1. User can enter just management password created without entering username. It is just a piece of the whole password used in PowerShell for the security reasons; 2. If Use Different Account option is chosen, user has to enter Office 365 Admin credentials. Once Management is enabled, Insight CSP dashboard user will see Actions menu available in the most of reports presented as well as in User card. Management Actions The management actions available are: Mailbox Forward Mailbox: specify to which user you want to forward mailbox to specifying if you want to save its local copy; Grant Access: to grant access to specific mailbox indicating the type of access right: full access, external account, delete item, read permissions, change permissions, change owner. Manage CAS: enable/disable the following Client Access server parameters: Copy Permission To: you will be redirected to the Select Users table where you can choose a user to whom you want to copy selected user permissions. 28 Copy Permissions From: you will be redirected to the Select Users table where you can choose a user from whom you want to copy selected user permissions. Regional Settings: manage user regional settings by choosing a language. Manage Quota: specify send, send-receive and warming quota. This option is available only for User- Mailbox objects.
MANAGEMENT Create Mailbox: create mailbox and user specifying all the necessary details: Manage Calendar Permissions: give permissions to access specific user calendar indicating the type of access rights (owner, publishing editor, editor, publishing author, non-editing author, reviewer, contributor, availability only, limited details) and entering Admin Office 365 password. Convert To Shared Mailbox: convert selected user mailbox to a shared mailbox with the maximum size of 10GB. 29 User Manage Password: to change a user password specifying if you want a user to change it on the next logon or if this password should never expire. Password Never Expires: enable/disable the option of password never expires: Manage Licenses: to (un)assign licenses to user; Change User Properties: change user personal information, details and licenses assigned;
MANAGEMENT Add New User Remove User Rename User: change user principal name Restore Mobile Remove Mobile Device: remove mobile device from the mobile devices list Wipe: eliminate mobile device. 30 Groups Manage Once you proceed with management action execution, you can see its progress in the task board: You will be warned once an action is done as well as receive specific warnings to remember you important information about the action proceeding. In case an action cannot be performed the error message will appear, i.e. Note: The management session expires after 15 min of not surfing the page. You will receive a notification regarding the management session expiration.
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