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ControlPoint 8.6.1 - for Office 365 User Guide

Table of Contents

Getting Started with ControlPoint

Launching ControlPoint Online

The ControlPoint Configuration Site

The ControlPoint Interface

Icons ControlPoint Left Navigation Panels

SharePoint Summary Dashboard GDPR Dashboard

SharePoint Hierarchy Manage ControlPoint Search

The ControlPoint Application Header

Opening a ControlPoint Workspace in a New Window or Tab Signing Into ControlPoint as Another User

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

Nightly Full Discovery Running Discovery from the ControlPoint Application Interface

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 Web Parts by Part Analyzing Web Parts by Site

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 Full Discovery and Scheduler Windows Jobs

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

Saving Instructions

To save Instructions for a ControlPoint operation:

1After specifying the parameters for the operation, click [Save As].

Save as xml

2Click [Download] to display the File Download dialog.

3Click [Save] then save the file to the local machine that is, the machine where the browser is runningor network location of your choice.

TIP: You may want to change the default file name to one that is more unique and descriptive.

4When the file has finished saving, click [Close] to dismiss the open dialogs.

Modifying Instructions

Depending on the operation, you may be able to modify some or all of the parameters of XML Instructions with valid values. For example, while the Migrate User action only permits one user to be migrated via the ControlPoint application interface, you can run the operation on multiple users by adding them to the XML instructions.

You should not attempt to change any part of the instructions apart from modifiable parameters. It is strongly recommended that you make a copy of the XML file before editing it, as it is possible that unintended changes can be made to tags or unmodifiable portions of the file.

xml instructions

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.

Run Saved Instructions HIERARCHY

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

Run Saved 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.

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