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Metalogix ControlPoint 8.5 - O365 Administration Guide

Preface The ControlPoint Configuration Site Managing Your Farm List Setting Up ControlPoint Services Using Discovery to Collect Information for the ControlPoint Database Cache Updating Full Discovery and Scheduler Windows Jobs Using Sensitive Content Manager Services Setting Sensitive Content Manager End Points and Managing Scanning Preferences Managing Your ControlPoint License Registering and Re-registering the ControlPoint Online App for Modern Authentication Purging Historical Activity and Storage Data from the ControlPoint Services (xcAdmin) Database Modifying ControlPoint Configuration Settings
Changing Default Settings for Actions and Analyses Changing Default Settings to Improve Application Performance Changing Settings to Improve Discovery Performance Changing Default Settings for Navigation Changing Trace Switch Logging Levels Changing Default Settings for Compliance Managing Site Provisioning Settings Setting Preferences for the ControlPoint Scheduler Changing Settings for Anomalous Activity Detection Miscellaneous and Custom Configuration Settings Special-Purpose Configuration Settings ControlPoint Online-Specific Settings
Troubleshooting

Preface

This guide contains detailed information about configuring, managing, and troubleshooting the ControlPoint application.

Audience

The Metalogix ControlPoint Administration Guide is intended for ControlPoint Application Administrators (that is, SharePoint administrators who also have responsibilities for managing ControlPoint configuration and permissions).

 

The ControlPoint Configuration Site

The ControlPoint Configuration site is a SharePoint site that is integral to your ControlPoint installation.  This site is used primarily by ControlPoint Application Administrators for managing ControlPoint configuration and settings.

To access the ControlPoint Configuration Site home page:

·from the SharePoint Hierarchy panel, by right clicking the ControlPoint Configuration Site - Root Site and choosing Open Site.

ControlPoint Configuration Cloud OPEN

·from the Manage ControlPoint panel by choosing ControlPoint Configuration > ControlPoint Configuration Site.

ControlPoint Configuration Cloud OPEN 2

 

Managing Your Farm List

If you have permissions to manage the ControlPoint farm list, you can:

·edit one of the following attributes:

§the name that displays in the SharePoint Hierarchy and selection trees, and/or

§in a multi-farm environment, the url used when switching farms from the ControlPoint application header.

·delete farms that you have decommissioned or no longer manage through ControlPoint.

Note that when you choose the delete a farm from the list, you can also choose whether or not to delete farm-related data (log files and cached data).

To Manage Your Farm List:

1From the Manage ControlPoint panel, choose Manage Farm List.

Manage Farm List

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

If you want to ...

Then ...

change the Farm Display Name and/or url

·Check the box to the left of the farm you want to edit, then click [Edit].

Manage Farm List EDIT

·Update the applicable field(s).

·Click [Update].

NOTE:  If the Farm Display Name is left blank, ControlPoint will  always display "Online Site Collections" for SharePoint Online tenants.

delete the farm

·Click [Delete].

A pop-up dialog displays, asking you to delete the farm.

To delete the farm, click [Yes].

A second pop-up dialog displays, asking whether you want delete farm-related data from the ControlPoint database.

·Click the appropriate option.

Changes will be visible the next time the browser is refreshed.

 

Setting Up ControlPoint Services

Toward the end of ControlPoint configuration process you have the option to configure the following Windows service(s):

·The ControlPoint Discovery Service is an alternative to the (default) FullDiscoveryJob, which runs as a Windows scheduled task.  The ControlPoint Discovery Service runs as a Windows Service, and is especially suited to very large SharePoint environments as it can significantly reduce Discovery run time.

AND/OR

·If Sensitive Content Manager is installed in your environment, ControlPoint Sensitive Content Manager (SCM) Services will allow you to use it within ControlPoint:

§as a means of checking for:

oContent Analysis (CA) jobs ready to be uploaded from ControlPoint to Sensitive Content Manager for scanning.

AND

oScan results ready to be downloaded from Sensitive Content Manager to ControlPoint for further action.

AND

§Because they support multi-threading, SCM Services are especially suited to very large content analysis jobs.

NOTE:  If you want to configure services at a later time, you can do so by launching the Configuration Wizard from the server on which ControlPoint is installed (using the same login account that was used to install the ControlPoint application).  After the Wizard has finished checking installed components, select Configure Services.

Configure Services from wizard CPO

To configure ControlPoint Services:

1On the Configure Services dialog, select the service(s) you want to configure.

Installer Configure Services

IMPORTANT:  

§The Service Account must meet all of the requirements of the ControlPoint Service Account, as well as permission to Run as a Service.

§Keep in mind that the latest version of ControlPoint Sensitive Content Manager Service will only work with version 2.0 or later of Metalogix Sensitive Content Manager.

2Select the service(s) you want to configure.

3Click [Continue].

4Click [Start Deployment].

The installer deploys the selected Windows service(s).

Installer Services Deployed

5When the services have been successfully deployed, click [Finish].

Additional Setup Requirement for the ControlPoint Discovery Service

Before you can use the ControlPoint Discovery Service for the first time, you must also perform the following configuration tasks on the General tab of the Discovery Setup application (located, by default, in the folder C:\Program Files\Metalogix\ControlPointOnline\ControlPointFeatures\Services\Discovery):

·For Configure Discovery to run under, select SharePoint Local, and

·Add the SQL Server Connection String for xcAdmin Database.

NOTE:  You can copy the Connection String from the file CPConfiguration.exe.config, located, by default, in the folder C:\Program Files\Metalogix\ControlPointOnline\ControlPointFeatures. Use the portion of the string that starts with the words Data Source and ends with Integrated Security = <value>.

CP Discovery Connection String

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