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ControlPoint 8.9 - User Guide

Preface Getting Started with ControlPoint Using Discovery to Collect Information for the ControlPoint Database Cache Searching for SharePoint Sites Managing SharePoint Objects Using ControlPoint Policies to Control Your SharePoint Environment Managing SharePoint User Permissions Data Analysis and Reporting
Specifying Parameters for Your Analysis Analysis Results Display Generating a SharePoint Summary Report Analyzing Activity Analyzing Object Properties Analyzing Storage Analyzing Content Generating a SharePoint Hierarchy Report Analyzing Trends Auditing Activities and Changes in Your SharePoint Environment Analyzing SharePoint Alerts Analyzing ControlPoint Policies Analyzing Users and Permissions The ControlPoint Task Audit Viewing Logged Errors
Scheduling a ControlPoint Operation Saving, Modifying and Running Instructions for a ControlPoint Operation Using the ControlPoint Governance Policy Manager Using Sensitive Content Manager to Analyze SharePoint Content for Compliance Using ControlPoint Sentinel to Detect Anomalous Activity Provisioning SharePoint Site Collections and Sites Default Menu Options for ControlPoint Users About Us

SharePoint Hierarchy

When Hierarchy is selected in the left navigation frame, the SharePoint Hierarchy displays, providing access to the core functionality for managing your SharePoint environment.  The navigation tree is designed so that you can visualize the hierarchy of the farm, including:

·Web applications and associated site collections, sites, and sub-sites

·within each site, its associated lists, groups, and individual users

·servers on which SharePoint components are installed, and

·if you are a farm administrator, Service Applications

If a SharePoint component contains child items, a number displays in parentheses ().  For example, for a Web application, the number identifies the number of site collections it contains, for a site collection, the number of sites (excluding the root site), and so on.

Farm Hierarchy EXPANDED

NOTES:  

·Unless you are a Farm Administrator and ControlPoint is configured to allow "super user" privileges—or if the ControlPoint Application Administrator has chosen to override default security—only site collections for which you have permissions are visible.  (See ControlPoint Security.)

·The number in parentheses represents all immediate child items for that object, even those for which you may not have permissions.

Once the number of child objects at any level of the hierarchy exceeds a configurable size (45 by default), the objects are organized and displayed in folders, to improve performance and facilitate navigation. ControlPoint Application Administrators can, however, change this number.  (See the ControlPoint Administration Guide for details.)

NAVCAP example

By default, ControlPoint displays site collection and site titles.  ControlPoint Application Administrators can, however, change this setting so that the site collection and site urls display instead. (See the ControlPoint Administration Guide for details.)

If a site collection has been locked, text displays to the right of the site collection name which identifies the type of lock that has been imposed.

Locked Site Collection

From most levels of the hierarchy you can access SharePoint pages and ControlPoint value-added features via right-click context menus.

Special Considerations for Multi-Farm Environments

If all farms in a multi-farm environment have the same edition of ControlPoint (Standard, Non-Standard, or Online) installed, any one of the farms can be the home farm, and all farms will display in the SharePoint Hierarchy, which enables you to perform operations on multiple farms.  

However, for multi-farm environments that have different editions of ControlPoint installed, some limitations apply if you want to be able to display multiple farms in the SharePoint Hierarchy and perform multi-farm operations.  

If the multi-farm installation ...

Then for multiple farms to display in the SharePoint Hierarchy ...

includes ControlPoint Standard along with Non-Standard and/or ControlPoint Online

a Standard farm must be the home farm.

consists of only Non-Standard and ControlPoint Online

a Non-Standard farm must be the home farm.

NOTE:  Regardless of whether or not all farms display in the SharePoint Hierarchy, you will always be able to change the active farm by selecting from the Available Farms drop-down.

Available Farms Mixed Editions

Additionally, if you log into a multi-farm environment that includes both ControlPoint on premises and ControlPoint Online, you will be prompted to log into ControlPoint Online using your Microsoft 365 credentials.  

CP Online Multi-Farm Login

If you want to load on-premises farms only, you can dismiss the dialog by clicking [Ignore Cloud Farms].

 

Manage ControlPoint

When the Manage tab is selected from the left navigation frame, the Manage ControlPoint tree displays, which contains:

·tools for running and reporting on farm-wide ControlPoint operations, and

·depending on your permissions, tools for Managing ControlPoint Configuration and Permissions.

Manage ControlPoint Panel

 

Favorites

From the Favorites panel you can quickly access frequently-used ControlPoint features, SharePoint sites, or any website or Web-based application.  Individual administrators can configure their own Favorites using the procedure for Customizing Your Favorites.

Favorites Menu Hierarchy

NOTE:  In a multi-farm installation, your Favorites is persistent across all farms.

Customizing Your Favorites

Each individual administrator can customize his or her own ControlPoint Favorites list to include frequently-used items, including SharePoint sites and ControlPoint actions and analyses.

When you add Web applications, site collections and sites to your Favorites list, you have access to all of the right-click menu options for which you have permissions.

Favorites Right Click Menu

Custom items—such as links to SharePoint pages, internal or external web sites and web-based applications—can also be added.

NOTE:  If you use ControlPoint to manage multiple farms, your Favorites will be carried over to every farm.

To access the Favorites Maintenance page:

From the Manage ControlPoint panel, choose ControlPoint  Configuration > Favorites Maintenance.  

Favorites Maintenance page

To add items to your Favorites:

1Use the information in the following table to determine the appropriate action to take.

If you want to ...

Then ...

browse the SharePoint Hierarchy for site collections and sites*

from the Copy From drop-down, select Farm.

Favorites COPY FROM FARM

Note that menus can be selected for the languages ControlPoint supports: English, German (de) and French (fr).

copy ControlPoint actions and analyses

from the Copy From drop-down, select a menu (.xml) file.

Note that Tools.xml (and any customized versions of that file) contains the menu items that display only if ControlPoint is configured to display the Actions and Analysis tree as an alternative to Manage ControlPoint.

search for the site collections and sites that you want to add*

enter the site Name and/or URL and search within the SharePoint Hierarchy

add a custom menu item

follow the procedure for Adding and Updating Custom Items in a Menu.

*NOTE:  In a multi-farm environment, you can only select items from the home farm (that is, the farm whose URL you used to launch ControlPoint).  You can add objects from multiple farms to your Favorites, as long as the farm you select them from is currently the home farm.

Favorites PICKER

2Use the information in the following table to determine the appropriate action to take.

If you want to ...

Then ...

select multiple items individually

hold down the [Ctrl] or [Shift] key and highlight each item you want to add.

immediately add an item and all of its children to the Selected Items column

highlight the item, then right-click and choose Add Item and All Children.

select an item and its immediate children (for example, a site collection and its root site only)

highlight the item, then right-click and choose Highlight Immediate Children.  (If objects are grouped into a folder, you must first expand the folder.)

TIP:  You can use this option as a time-saver if you want to add most, but not all of the selected child items.  After highlighting the item you can then individually de-select those that you want to exclude.

3To add the highlighted item(s) to the selection list, either:

§drag and drop the item(s) onto the item below which you want to nest it.

OR

§highlight the item below which you want to nest the new item(s) then click the [Add] button.

To change the placement of items:

1If you want to move multiple items at once, hold down the [Ctrl] or [Shift] key and highlight each item you want to move.

2Drag and drop the item(s) onto the item below which you want to nest it.

To remove items:

1In the right pane, highlight the item(s) you want to remove.  (To select multiple items, hold down the [Ctrl] or [Shift] key.

2Do one of the following:

§drag and drop the item(s) to the left pane.

OR

§click the [Remove] button.

§To remove all items in the right pane, click the Clear All link.

To save changes to your Favorites:

When you have finished adding items to your Favorites, click [Save Favorites].  

IMPORTANT:  If you do not click [Save Favorites], any changes you made will be lost when you navigate away from the page.  

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