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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

Renewing or Changing the Terms of Your ControlPoint License

Use the following procedure if you need to:

·extend the period of an evaluation license

·update your ControlPoint license to include additional farms or SharePoint users

·upgrade from an evaluation version to a full version of ControlPoint, or

·reactivate a license that has expired or is about to expire.

To change the terms of a ControlPoint license:

1Contact Quest and request a license update.

2From the left navigation pane, choose LICENSE.

License Info

3Use the information in the table below to determine the appropriate action to take.

If the new terms apply to ....

Then ....

the existing license key

click [Refresh License].

a new license key

continue with the following procedure, "To activate a new license key."

To activate a new license key:

1Click the [Change] button to the right of the License Key field to display the Change License Key dialog.

NOTE:  If you are not a Site Collection Adminostrator for the site that hosts the ControlPoint Online Configuration site, the [Change] button will not be available.

2Enter the new License Key.

3Use the information in the following table to determine the appropriate action to take.

If ....

Then ...

you have internet access and want to activate your license updates online.

make sure the Activate Online radio button is selected.

you do not have internet access and/or want to activate your license offline

select the Activate Offline radio button and follow the instructions that display in the dialog to complete the activation process.

Activate Offline dialog

NOTE:  Because the request for the activation key file must be submitted via the Quest website, the request must be submitted from a machine that has internet access.

4Click [Activate].

 

Registering and Re-registering the ControlPoint Online App for Modern Authentication

As the last stage of the ControlPoint Online configuration process, the ControlPoint Online app must be registered in the Azure Active Directory to allow Modern Authentication.  

The app can also be registered after the installation, as a separate action.  However, ControlPoint Online cannot be run until the app is registered.  

App Registration from wizard CPO

NOTE:  Once the ControlPoint Online app is registered, It is only necessary to re-register it to change the tenant administrator and/or SSL certificate.  Re-registering essentially deletes the existing registration and replaces it with a new one.

To register the ControlPoint Online app in Azure Active Directory:

1.On the Azure AD Application Registration dialog, enter the Username and Password of the Global Administrator account that you want to use to register the ControlPoint Online app.

2.Select the SSL certificate that will allow ControlPoint users to authenticate with Microsoft, using one of the options described in the following table.

NOTE:  To allow Microsoft Modern Authentication to be used by all users, the certificate must be located in the Trusted Root store.  The Personal store of the ControlPoint installation account cannot be used.  You can use the same certificate that you used for IIS Configuration, but a copy must be located in the Root store.

If you want to ...

Then ...

use an existing certificate

·For the Store Name, make sure Root is selected from the drop-down.

The Use Existing Certificate drop-down will be populated with available certificates in the selected store.

·Make sure Use Existing Certificate is selected, then select a certificate from the drop-down.

CP Online Register Existing Certificate

NOTE:  If the ControlPoint Installer cannot find a Certificate in the Store, this option will be disabled.

create a new self-signed certificate (default option)

Select Create new Self Signed Certificate, and enter a Certificate Name.

CP Online Create IIS Certificate

The ControlPoint installer will create a .crt certificate file in the local machine Root store.

IMPORTANT:  Unlike a .pfx certificate file, which contains a private key, a .crt certificate file is less secure and will not be listed in the Certificate Manager in IIS.

 

CP Online Register App

3Click [Register].

You will be prompted to sign into the Microsoft Azure portal with the credentials you specified on the Azure AD Application Registration dialog, then accept Terms of Use, which grants ControlPoint Online permissions to access and operate on SharePoint Online data.  When registration is complete, you can close the browser.  The ControlPoint Installer will close automatically.

To re-register the ControlPoint Online app:

1.On the Azure AD Application Registration dialog, click [Registration].

2.Check the Re-Register Application box.

3.Specify a different tenant administrator and/or certificate as described in the procedure "To register the controlPoint Online app in Azure Active Directory."

Purging Historical Activity and Storage Data from the ControlPoint Services (xcAdmin) Database

The Purge Historical Data action lets you purge SharePoint activity and storage data—which is captured by the ControlPoint Discovery process and is used in analyzing historical data—from the ControlPoint Services (xcAdmin) database.

Data is purged from one farm per operation, and you can specify how many months' worth of data you want to retain.

Once data is deleted from the xcAdmin database it cannot be recovered and will no longer be available for inclusion in future ControlPoint activity and storage analyses.  Therefore, it is recommended that you back up the database before performing this operation.

To purge activity and storage data:

1From the Manage ControlPoint panel, choose ControlPoint Management > Purge Historical Data.

2Select the Farm from which you want to purge  historical data.

Purge Historical Data FARM DROPDOWN

3Enter the Number of Number of months to keep historical activity and storage data for.

CAUTION:  If you enter 0, all historical activity and storage data will be deleted from the database.

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.

Modifying ControlPoint Configuration Settings

ControlPoint Application Administrators can modify a number of ControlPoint configuration settings, including

·elements of the user interface

·environmental settings that can be "fine-tuned" to improve performance, and

·default security settings.

ControlPoint Application settings are modified via the ControlPoint Configuration Settings Manager page.

NOTE:  If you first installed ControlPoint prior to version 6.0 and prefer to modify settings using the ControlPoint Configuration Site's ControlPoint Settings list, you may continue to do so.  Be aware, however, that if you make changes directly to the list you will have to restart the application pool for the changes to take effect.

Configuration Settings That Apply to ControlPoint Online

All of the configuration settings that are relevant for ControlPoint Online are described in this section.  Settings that appear in the list but are not covered in this guide apply to the On Premises version of ControlPoint only.

To access the ControlPoint Settings list:

From the Manage ControlPoint panel, chose ControlPoint Configuration > ControlPoint Configuration Settings.

Edit ControlPoint Setting LEFT NAV

Permissions for this list are inherited from the ControlPoint Configuration site.  Therefore, members of ControlPoint Application Administrators group have full control access and can modify settings.  

Members of the Administrators group have read-access to the list, and therefore can view, but not modify, settings.

NOTE: ControlPoint Settings can also be edited via the ControlPoint Configuration Site - ControlPoint Settings list.  ControlPoint Application Administrators may prefer this option if they have been using ControlPoint prior to version 6.0 and are accustomed to editing settings this way.

Setting Classifications:

ControlPoint Settings fall into the following classifications:

Basic - Generally the most commonly-configured settings,.  Only Basic settings display in the ControlPoint Configuration Settings Manager page by default.

Advanced - Less commonly-used settings that you may want to modify to further customize ControlPoint to meet particular needs of your SharePoint environment or users. [

Created - Special-purpose settings that you can add to the ControlPoint Settings list if needed.  Generally, these settings should only be configured under special circumstances and with guidance from Quest Support.  

Filtering the ControlPoint Configuration Settings List

You can filter the ControlPoint Settings list using one or more of the following options:

·By choosing a Category

ControlPoint Settings CATEGORY

·By choosing to Include Advanced Settings

ControlPoint Settings INCLUDE ADVANCED

·If special-purpose settings have been created:

§Include Created Settings, or

§Show Only Created Settings

TIP:  You can view created settings Include Created Settings and selecting the Special Purpose category.

Showing Additional  Columns and Sorting by Column

By default, the ControlPoint Configuration Settings list displays the Setting Name and current Value, but you can also choose to Show Internal setting name and/or Show default values.  You can sort on any column.

For example, if you are a long-time ControlPoint user and are already familiar with internal setting names, you can sort by this column.

Config Setting SORT COLUMN

To search for a ControlPoint Setting by Setting Name:

Enter a full or partial text string in the search box, then click the magnifying glass icon Magnifying Glass icon.

ControlPoint Settings SEARCH

To edit a ControlPoint Setting:

1Check the box to the left of the setting that you want to edit.  

NOTE: You can edit only one setting at a time.  If you select more than one, the [Edit] button becomes disabled.

2Click [Edit].

3Update the Value field as appropriate.  (Descriptions of configurable settings, along with guidelines for changing parameter values, follow.)

ControlPoint Setting EDIT

4Click [Update].

Changes to ControlPoint Settings take effect immediately.

Deleting ControlPoint Settings

Only Created settings can be deleted.  

To restore ControlPoint Setting default values:

1Check the box to the left of each setting for which you want to restore the default value.  

NOTE:  For this operation, you may select multiple settings.

2Click [Reset].

Config Setting RESTORE DEFAULT

 

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