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ControlPoint 8.8 - for Office 365 User Guide

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Getting Started with ControlPoint

Launching ControlPoint Online The ControlPoint Home Page The ControlPoint Configuration Site The ControlPoint Interface

Icons ControlPoint Left Navigation Panels

SharePoint Hierarchy Manage ControlPoint Search

The ControlPoint Application Header

Farm Selection, Product Information, and Online Help Refreshing the SharePoint Hierarchy Opening a ControlPoint Workspace in a New Window or Tab

Selecting Objects on Which to Perform a ControlPoint Operation

The Workspace Selection Section Changing Your Selection Selecting List Items on Which to Perform a ControlPoint Operation Adding Objects from the SharePoint Hierarchy to Your Selection Saving and Re-Using a SharePoint Object Selection

Selecting Users on Which to Perform a ControlPoint Action or Analysis

Selecting Individual Users Operations that Include Two People Pickers

Refreshing the SharePoint Hierarchy Reloading the Server-Side Hierarchy Cache

Using Discovery to Collect Information for the ControlPoint Database Cache

Running Discovery Interactively from the ControlPoint Application

The GDPR Dashboard Searching for SharePoint Sites

Performing a Simple or Advanced Search

Working with Simple or Advanced Search Results

Searching within the SharePoint Hierarchy

Managing SharePoint Objects

Accessing SharePoint Pages

Accessing SharePoint Site Collection Administration Pages Accessing SharePoint Site Administration Pages Opening a SharePoint Site in ControlPoint Accessing SharePoint Pages for Managing Libraries and Lists

Viewing Properties of an Object within the SharePoint Hierarchy Setting Object Properties

Setting Site Collection Properties Setting Site Properties Setting List Properties

Deleting Sites Deleting Lists

Managing Audit Settings Managing Metadata

Setting Metadata Values Creating a Managed Metadata Column from a Text Column (SharePoint Server)

Managing SharePoint User Permissions

Accessing SharePoint Pages for Managing User Permissions Accessing SharePoint Pages for Managing Groups Setting User Direct Permissions Deleting User Permissions Duplicating a User's Permissions Adding Users to SharePoint Groups Setting SharePoint Group Permissions Deleting SharePoint Group Permissions Deleting SharePoint Groups Backing Up and Restoring Site Permissions

Backing Up Site Permissions Restoring Site Permissions from a Backup Deleting Permissions Backups

Managing Permissions Inheritance

Data Analysis and Reporting

Specifying Parameters for Your Analysis Analysis Results Display

Working with Data Analysis Results

Linking to SharePoint Pages and Other ControlPoint Analyses from Analysis Results Acting on Search or Data Analysis Results

Generating a SharePoint Summary Report Generating a SharePoint Hierarchy Report Analyzing Site Collection Activity Analyzing Storage

Analyzing Site Collection Storage Analyzing Storage by File Type

Analyzing Trends Analyzing Content

Analyzing Managed Metadata Usage Analyzing Content Types Analyzing Web Parts

Analyzing Object Properties

Analyzing Site Collection Properties Analyzing Site Properties Analyzing List Properties

Analyzing Users and Permissions

Finding Orphaned Domain Users Analyzing Site Permissions Analyzing Site Lists Permissions Analyzing Permissions by List Item Analyzing Comprehensive Permissions Analyzing SharePoint Groups

Auditing Activities and Changes in Your SharePoint Environment

Events Captured in SharePoint Logs Analyzing Audit Log Contents Analyzing Change Log Contents

Analyzing SharePoint Alerts

Analyzing SharePoint Alerts by Site Analyzing SharePoint Alerts by User

Generating a OneDrive Summary Report The ControlPoint Task Audit Viewing Logged Errors

Scheduling a ControlPoint Operation

Scheduling a Recurring Analysis for Which a Specific Date Range or Time Period was Selected How Scheduled Jobs are Handled Creating a Scheduled Job Monitoring Scheduled Jobs

Viewing/Editing a Scheduled Job Viewing a Scheduled Job's History Canceling or Deleting a Scheduled Job Updating the Scheduler Windows Job

Generating a Scheduled Jobs Report

Saving, Modifying and Executing Instructions for a ControlPoint Operation

Saving Instructions Modifying Instructions Executing Instructions

Provisioning SharePoint Site Collections and Sites

Managing Site Provisioning Profiles Making Provisioning Profiles Available to End Users How New Sites and Site Collections Are Requested Managing Site Provisioning Requests

Using Sensitive Content Manager to Analyze SharePoint Content for Compliance

IMPORTANT: Before Using ControlPoint with Sensitive Content Manager Compliance Administrators Group Managing Sensitive Content Manager Profiles

Creating, Editing, and Deleting Sensitive Content Manager Profiles

Managing Compliance Search Terms

Defining Compliance Action Rules Setting Sensitive Content Manager EndPoints and Managing Scanning Preferences Submitting Content to Metalogix Sensitive Content Manager

Compliance Action Severity Levels

Managing Sensitive Content Manager Submissions Managing Compliance Action Scan Results

Acting on Compliance Analysis Results

Reclassifying Items Returned as Unable to Classify

Managing Scanned Files

Analyzing Scanned Files Auditing Compliance Actions Reporting on Sensitive Content Activity

Using ControlPoint Sentinel to Detect Anomalous Activity

How Personal Daily Activity is Determined Defining Business Hours for Anomalous Activity Detection Defining Base Line Rules for Anomalous Activity Detection Defining Anomalous Activity Rules Preparing Your Environment for Using ControlPoint Sentinel Reporting Anomalous Activity

Default Menu Options for ControlPoint Online Users

Tenant (Farm)-Level Default Menu Items Site Collection-Level Default Menu Items Site-Level Default Menu Items List-Level Default Menu Items User-Level Default Menu Items Manage ControlPoint Default Menu Items

Contacting Quest Technical Support Resources

Managing SharePoint Objects

From the SharePoint Hierarchy panel, you can access a variety of SharePoint administration pages and ControlPoint value-added actions for managing SharePoint objects.

Accessing SharePoint Pages

From the SharePoint Hierarchy panel, you can

·access the relevant SharePoint administration page for managing a SharePoint object, and

·open a SharePoint site or list.

One of the advantages of using ControlPoint over SharePoint to access these pages is that you can link directly to the appropriate page, within the relevant context, and without having to enter a url. In a multi-farm environment, you can access SharePoint pages for either the home farm or a remote farm.

Consult your SharePoint documentation for information on using SharePoint administration features to manage SharePoint objects.

Accessing SharePoint Site Collection Administration Pages

From a site collection's right click menu, you can access a variety of SharePoint pages for managing the site collection, including

·Site Settings (for the root site)

Site Settings ROOT SITE

·Configuration pages for operations that include setting site properties such as quotas and administrators

Site Collection Configuration options

·Pages for managing a site collection's Content, including Content and Structure and site creation and site collection deletion.

Site Collection Content and Structure

Accessing SharePoint Site Administration Pages

From a site's right click menu, you can access a variety of SharePoint pages for managing the site, including:

·Site Settings

Site Settings option

·options for managing site Content, including creating and deleting subsites

Site Content and Structure

·options for managing Users and Security, including users, groups, and permissions for the site.

Site Users options

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