ControlPoint 8.9 - for Microsoft 365 User Guide

Executing Instructions

To run instructions for a ControlPoint operation:

1Use one of the following options:

§From the SharePoint Hierarchy select the farm node, then choose Run Saved Instructions.

§From the Manage ControlPoint panel, choose Run Saved ControlPoint Instructions.

2Click [Browse...] and locate the XML File with the instructions you want to run.

3Click [Upload].

Now you can either:

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

OR

·schedule the operation to run at a later time.

Provisioning SharePoint Site Collections and Sites

ControlPoint Site Provisioning functionality automates the management of end user requests for new site collections and sites, which are based on "Provisioning Profiles" that you define.  

Managing Site Provisioning Profiles

Before an end user can request a new site collection or site, at least one Provisioning Profile must have been created.  Once created, the Provisioning Profile becomes available to end users when a request for a new site collection or site is initiated.

To launch the ControlPoint Provisioning Profile Manager:

From the Manager ControlPoint panel, choose Governance Policy Manager and Provisioning > Provisioning Profile Manager.

To create a Provisioning Profile:

1From the Provisioning Profile Manager main page, choose [Create].

2Complete the fields on the Build New Provision Profile page as follows:

§Enter the Profile Name as you want it to display in the Provisioning Profile Manager list.

§Enter the End User Description as you want it to display in the Request a Site or Site Collection page.

§Enter the Profile Description as you want it to display in the Provisioning Profile Manager list.

§Select a Profile Type (Site Collection or Sub Site)

§Select a Base SharePoint Template.

NOTE:  The Custom template tab is intended for a future release.

3If you want to Attach Additional Profile Settings:, you can

§Click the appropriate link—Set Site Collection Properties (if available), Set Site Properties, or Set List Properties—and complete the applicable window.

NOTE:  If you select Enforce Policy and schedule the operation to run on a recurring basis, it will be enforced for any site collection or site created using that Profile.

NOTE:  To access instructions for completing the applicable ControlPoint operation, click the Help icon () at the top right corner of the window or refer to the relevant section of the ControlPoint User Guide.

4Click [Create].

To edit a Provisioning Profile:

1From the Provisioning Profile Manager main page, check the box to the left of the Profile that you want to edit.

2Click [Edit].

3Edit the fields on the Edit Provision Profile page as appropriate.

4Click [Update].

To delete one or more Provisioning Profiles:

1From the Provisioning Profile Manager main page, check the box to the left of the Profile(s) that you want to delete.

2Click [Delete]

You will be prompted to confirm your action before continuing.

Making Provisioning Profiles Available to End Users

After at least one Provisioning Profile has been created, the next step is to make the Request Site or Site Collection page available to end users so they can submit requests for new site collections and sites.  

The Request Site or Site Collection Request page is initially accessible via the ControlPoint home page dashboard, in the Resources section.

For non-ControlPoint users, the Request Site or Site Collection page can be accessed via the following url:

http://<server_name>:<port_number> or <host_header_name>/_layouts/axceler/CPSiteProvisioning.aspx

(The server machine name is the name of the machine on which the ControlPoint Online application is installed  2828 is the default port number for ControlPoint Online.)