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.)
IMPORTANT: You can only multi-select within a single hierarchy (i.e., Online Site Collections OR Teams)
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 (
NOTE: Up to five items display in the selection list. If your selection contains more than five objects, you can use the scroll bar to view additional objects.
If you selected at the site or subsite level the Include Children column is unchecked by default. The assumption is that you have explicitly selected only those sites and subsites on which you want to act. You can however, Include Children by checking this box.
At the list level you may or may not be able to include children, depending on whether the operation can be performed on individual items. See also Selecting List Items on Which to Perform a ControlPoint Operation.
NOTE: Because the Central Administration Web application, site collection and site serve a special purpose, many ControlPoint operations cannot be performed on Central Administration. If Central Administration is within the scope of a selection (for example, you selected the entire farm), ControlPoint will automatically exclude it from the operation.
After you have made your selection, you can:
·see more detail about an object (specifically, the Name, number of immediate child objects, and Path, by expanding the row.
·remove one or more items from the Selection pane, by clicking the Remove icon (
·at the site level, explicitly select or de-select child objects, by checking/unchecking the Include Children box
·change the selected scope using the procedure for Changing Your Selection.
NOTE: If you originally selected one or more lists and the operation can be performed on individual items, the Selection section includes additional options. See Selecting List Items on Which to Perform a ControlPoint Operation.
Changing Your Selection
After selecting objects on which to perform a ControlPoint operation, you can add or remove objects using the Change Selection feature.
NOTE: If you chose an operation designed to work on a single object (such as Copy/Move), the Change selection option will not be available.
You can also add individual objects to your current selections using the Add to Selection menu item. See Adding Objects from the SharePoint Hierarchy to Your Selection.
To access the Change Selection pane:
In the Selection section of the work area, click the Change selection icon ( 
The Change Selection pane displays, which consists of two sections:
§the Available Items section lists all of the objects available for selection (as determined by the scope of your original selection)
§the Selected Items section lists currently-selected objects.
Typically, all child items (site collections, sites, and subsites) are included in the scope by default, as indicated by a check mark to the left of the item in the Selected Items section.
The level to which you can drill down in the Available Items list depends on the action that you want to perform.
EXAMPLES:
If you chose Set Site Collection Properties which, by definition, applies only to site collections, you cannot drill down beyond the site collection level.
·If you chose Set Site Properties, you can drill-down and select individual sites within the collection.
To modify the list of available items:
Use the information in the following table to determine the appropriate action to take.
|
If you want to ... |
Then ... |
|---|---|
|
expand the scope of available items to encompass the farm |
check the Expand Scope box.
NOTE: If you originally selected the farm, multiple Web applications, or site collections within multiple Web applications, Expand Scope is checked by default and all available items in the farm display. |
|
narrow the scope of available items |
·enter a full or partial site Name and/or URL , and ·click the magnifying glass icon ( NOTE: By default, ControlPoint uses real-time data for this type of hierarchical search. However, to enable faster searches in large environments, ControlPoint Application Administrators can configure the application to use cached data for hierarchical searches. |
).To modify the Selected Items list:
1Uncheck the "include all children" box to the left of each object whose scope you want to modify.
2In the Available Items list, select each object that you want to include. Use the information in the following table for guidance.
|
If you want to ... |
Then ... |
|---|---|
|
select multiple items individually |
hold down the [Ctrl] or [Shift] key and highlight each item you want to add. |
|
immediately add an item and all of its children to the Selected Items column |
highlight the item, then right-click and choose Add Item and All Children. |
|
select an item and its immediate children (for example, a site collection and its root site only) |
highlight the item, then right-click and choose Highlight Immediate Children. (If objects are grouped into a folder, you must first expand the folder.) TIP: You can use this option as a time-saver if you want to add most, but not all of the selected child items. After highlighting the item you can then individually de-select those that you want to exclude. |
3To add the highlighted item(s) to the selection list, do one of the following:
§drag and drop the item(s) to the Selected Items column. ControlPoint will automatically place them in the correct location in the tree.
OR
§click the [Add] button.
Note that if a checkbox displays to the left of a selected item (indicating that you want to include all child items), those child items do not display explicitly in the Selected Items list.
If you uncheck this box then add child items using the procedure above, however, each item you add will display explicitly in the list.
To remove items from the Selected Items list:
1In the Selected Items list, highlight each item that you want to remove. Hold down the [Ctrl] or [Shift] key to highlight multiple items individually.
2Either:
§drag and drop the items to the Available Items column.
OR
§click the [Remove] button.
Applying changes to the selection list:
When you have finished updating the Selected Items list, click [Apply].
The Customize Selection pane is closed and the Selection list is updated to reflect your changes.
