ControlPoint 8.7 - for Office 365 User Guide

Refreshing the SharePoint Hierarchy

The very first time you launch ControlPoint, the SharePoint Hierarchy is populated with real-time data. You can, however, choose to populate the SharePoint Hierarchy from the Controlpoint database cache, which is significantly faster, but is only current as of the last ControlPoint Discovery.  

NOTE: This option is a faster, more efficient alternative to using the browser's refresh button if you want to update only the SharePoint Hierarchy navigation tree rather than the entire page or active workspace.  It is important to note, however, that when you refresh the SharePoint Hierarchy, the browser's cache of previously-accessed items will be cleared (that is, the next time you access an item, ControlPoint will have to take the time to reload it).

To refresh the SharePoint Hierarchy:

In the SharePoint Hierarchy panel, right-click on the farm name and choose Refresh SharePoint Hierarchy , then choose either Real-time or From cache.

NOTE:  If Discovery has never been performed, the From cache option will not be available.

In a multi-farm environment, each SharePoint Hierarchy is refreshed independently, from its own menu, and the method you select is persistent until you change it.

NOTE: When you refresh the SharePoint Hierarchy, any changes to ControlPoint menus will be viewable as well.

Opening a ControlPoint Workspace in a New Window or Tab

You can create a dedicated workspace for a particular task by opening it in a separate window or tab (depending on your browser version).  This enables you to navigate to other areas of the ControlPoint interface without having to navigate away from a task in progress.  You can even create workspaces to manage multiple ControlPoint operations simultaneously.

NOTE:  You invoke the workspace after you have selected a function, but before you have entered data, taken an action, or displayed results.  (That is, the new workspace will only display a function in its initial state.)

To open a ControlPoint workspace in a new window or tab:

1Select the object(s) on which you want to perform an operation.

2Choose the applicable menu option.  

3From the ControlPoint application header, click the Clone Work Area icon ( ).

Selecting Objects on Which to Perform a ControlPoint Operation

Selecting Objects from the SharePoint Hierarchy, Favorites, or Search Hierarchy Panel

From the SharePoint Hierarchy, Favorites, or Search Hierarchy panel, you can select one or more objects on which to perform a ControlPoint search, action, or analysis.  You can select the entire farm, individual  site collections, sites, lists, and/or users.

To select multiple objects, hold down either the [Ctrl] or [Shift] key and left-click on each item you want to include in your selection.  (To clear all selected object(s), left-click on any item that is not currently selected.)

After selecting the object(s), right-click to display a menu from which you can choose the operation you want to perform.  

NOTE:  The options available and the scope of the operation depends on the following factors:

·The level of the hierarchy from which you select the object(s) .  For example, you can select objects at different levels of the hierarchy if the operation allows it.  If you attempt to select objects from different levels when an operation does not allow it (for example, you have selected both site collections and sites then try to initiate a Site Collection Property Report), only the relevant objects will apply.  Similarly, if you select multiple objects then choose an option that is only valid for a single object (such as copying or moving a site), only the object on which you right-click will apply.

·In a multi-farm environment involving different editions of ControlPoint (Standard, Non-Standard, and/or ControlPoint Online), whether the operation is valid for all editions in the selection.  For example, if you select site collections in both Standard and Online farms and invoke an Activity analysis, ControlPoint will exclude any Online farms from the selection when the operation is run, as activity analyses are currently not available for ControlPoint Online.

If you selected an operation that can be performed on items within a list, select the list(s), choose the operation, then follow the procedure for Selecting List Items on Which to Perform a ControlPoint Operation.

Selecting Items from Search or Data Analysis Results

You can also select one or more objects on which to perform an operation from simple/advanced search or data analysis results.  For details, see Acting on Search or Data Analysis Results.

The Workspace Selection Section

Once you have initiated a ControlPoint operation, the object(s) you selected display in the Selection section of the workspace.  Information that displays in the Selection table includes an icon identifying the item's Type (that is, farm, Web application, site collection, or site/subsite) and the URL

Generally, if you selected at the farm, Web application, or site collection level, all child items are included by default, as indicated by a check mark ( ) in the Include Children column. Because these items are simply "containers" for the actual sites and subsites on which you want to perform the operation (that is, for most operations you cannot act on these items themselves), the assumption is that if you selected at one of these levels you intended to include all children.