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ControlPoint 8.7 - for Office 365 User Guide

Getting Started with ControlPoint Using Discovery to Collect Information for the ControlPoint Database Cache The GDPR Dashboard Searching for SharePoint Sites Managing SharePoint Objects Managing Audit Settings Managing Metadata Managing SharePoint User Permissions Data Analysis and Reporting Scheduling a ControlPoint Operation Saving, Modifying and Executing Instructions for a ControlPoint Operation Provisioning SharePoint Site Collections and Sites Using Sensitive Content Manager to Analyze SharePoint Content for Compliance Using ControlPoint Sentinel to Detect Anomalous Activity Default Menu Options for ControlPoint Online Users About Us

Setting Site Collection Properties

Set Site Collection Properties is a ControlPoint action that lets you set the following properties for one or more site collections within a SharePoint farm:

·Site Collection Administrators

·Site Collection Quota

·Site Collection Audit Settings

·SharePoint Designer Settings

·Audit Log Trimming

This feature is not available at the farm (tenant) scope.

To set site collection properties:

1Select the site collection(s) for which you want to set properties.

2Choose Configuration > Set Site Collection Properties.

3In the Parameters section, specify each property you want to set as you would if you were performing Site Collection Administration via SharePoint Site Settings.

EXCEPTION:  Set Site Collection Audit Settings as you would if you were using the ControlPoint Manage Audit Settings action.

Set Site Collection Properties ONLINE

NOTE:  Changes to SharePoint Designer Settings will impact only users who are not Site Collection Administrators.  

Now you can:

·run the operation immediately (by clicking the [Run Now] button)

OR

·complete the Enforce Policy section and schedule the operation to run at a later time.

OR

·save the operation as XML Instructions that can be run at a later time.

If you chose the Run Now, option, after the operation has been processed:

·a confirmation message displays at the top of the page, and

·a ControlPoint Task Audit is generated for the operation and displays in the Results section.

If you schedule the operation, a link to the Task Audit is included in the scheduled action notification email.

See also The ControlPoint Task Audit.

 

Setting Site Properties

You can use the ControlPoint Set Site Properties action to set the following properties of one or more sites within a SharePoint farm:

·icon (that is, the logo used for the site)

·site access settings

·site navigation settings

·the left navigation panel (tree view)

·regional settings

For SharePoint Server farms running the Managed Metadata Service Application, you can also "tag" sites with Custom Properties that have been defined by the ControlPoint Application Administrator, for use as parameters in ControlPoint Advanced Searches.  The procedure for defining Custom Properties is covered in the ControlPoint Administration Guide.

This feature is not available at the farm (tenant) scope.

To set site properties:

1Select the object(s) for which you want to set site properties.

2Choose Configuration > Set Site Properties.

3In the Parameters section, expand the node for the category of properties you want to set.

4Check the box that describes the property you want to set.

Set Site Properties

NOTE:  If you do not check the applicable property box, ControlPoint will not carry out that action.

5Specify the parameter(s) for the selected property as you would if you were setting it via SharePoint Site Settings.  Consult your SharePoint documentation for detailed instructions.

If you have a SharePoint Server farm running the Managed Metadata Service Application and the ControlPoint Application Administrator has defined Custom Properties, they are selectable from within the Custom Properties section.  (This section is not included for Foundation farms.)

6Complete Steps 2-5 for each category of properties you want to set.

Now you can:

·run the operation immediately (by clicking the [Run Now] button)

OR

·complete the Enforce Policy section and schedule the operation to run at a later time.

OR

·save the operation as XML Instructions that can be run at a later time.

If you chose the Run Now, option, after the operation has been processed:

·a confirmation message displays at the top of the page, and

·a ControlPoint Task Audit is generated for the operation and displays in the Results section.

If you schedule the operation, a link to the Task Audit is included in the scheduled action notification email.

See also The ControlPoint Task Audit.

Setting List Properties

Use the ControlPoint Set List Properties action to set the following properties of one or more lists within a SharePoint farm:

·name, description, and navigation

·version settings

·audience targeting

·validation settings and default column values

·advanced settings.

You can also specify the list type(s) to which you want to apply the properties.

To set list properties:

1Select the object(s) for which you want to set list properties.

2Choose Configuration > Set List Properties.

3In the Parameters section, expand the node for the category of properties you want to set.

Set List Properties PARAMETERS

4Check the box that describes the property you want to set.

NOTE:  If you do not check the applicable property box, ControlPoint will not carry out that action.

5Specify the parameter(s) for the selected property as you would if you were setting it via SharePoint List Settings.  Consult your SharePoint documentation for detailed information.

Set List Properties VERSIONS

NOTE:  The icon displays beside any property that does not apply to all list types.  Click this icon for a summary of exceptions for which the property either will or will not be set.

6Complete Steps 3-5 for each category of properties you want to set.

7If you want to limit the operation to one or more specific list types, Select List Types to Process.

Set list Properties TYPES

If you chose the Run Now, option, after the operation has been processed:

·a confirmation message displays at the top of the page, and

·a ControlPoint Task Audit is generated for the operation and displays in the Results section.

If you schedule the operation, a link to the Task Audit is included in the scheduled action notification email.

See also The ControlPoint Task Audit.

 

Deleting Sites

The ControlPoint Delete Sites action lets you delete one or more sites from your SharePoint farm.  

If you delete an entire site collection (by deleting its root site) from the source content database, any activity  associated with it remains but becomes "orphaned."   The site collection in the source content database will display as a deleted site collection in Site Collection Activity results only if it was active during the period covered by the analysis.  A deleted site will continue to be included in activity and storage analysis results if it was active during the period covered by the analysis.

To delete one or more sites from your SharePoint farm:

1Select the site(s) that you want to delete.

NOTE: If you want to delete a an entire site collection—and have permissions to do so— select the root site (which, by extension, includes all of its subsites).

2Choose Content > Delete Site.

Now you can:

·run the operation immediately (by clicking the [Run Now] button)

OR

·schedule the operation to run at a later time or on a recurring basis.

OR

·save the operation as XML Instructions that can be run at a later time.

If you chose the Run Now, option, after the action has been processed:

·a confirmation message displays at the top of the page, and

·a ControlPoint Task Audit is generated for the action and displays in the Results section.

If you schedule the action, a link to the Task Audit is included in the scheduled action notification email.

See also The ControlPoint Task Audit.

 

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