ControlPoint 8.9 - for Microsoft 365 User Guide

Analyzing Managed Metadata Usage

The Metadata Usage analysis lets you analyze the use of managed metadata as list/library columns in your SharePoint environment.  You can group results by site or by term set and you have the option to Include usage count and the individual items in lists or libraries that use the metadata.

To generate a Managed Metadata Usage analysis:

1Select the object(s) whose managed metadata usage you want to analyze.

2Choose Content > Managed Metadata Usage.

3Specify the parameters for your analysis.  Use the information in the following table for guidance.

Now you can:

·run the operation immediately (by clicking the [Run Now] button)

OR

·schedule the operation to run at a later time or on a recurring basis.

OR

·save the operation as XML Instructions that can be run at a later time.

If you chose to group results by site:

·The top level of the analysis shows each of the Web applications and sites within the scope of your analysis that use managed metadata

·When expanded, the following information displays each list that uses managed metadata, along with the following information:

§the name of the Column referencing the Metadata

§the Term Store, Term Group, and Term Set

§the Term specified for the list column (if applicable)

NOTE:  The Term column will also show item-level terms only if the Show items in list or library box.

§if the Item Usage count parameter was checked, the number of items for which the column has been populated with metadata.

If you chose to group results by TermSet:

·The top level of the analysis shows each Term Store providing the metadata, followed by each Term Group and Term Set.

·When expanded, the following information displays for each term set:

§the site that uses the metadata

§for each list that uses the metadata:

§the name of the Column Referencing the Metadata

§if the Item Usage count parameter was checked, the number of items for which the column has been populated with metadata.

§the Term specified for the column (if applicable)

NOTE:  The Term column will also show item-level terms only if the Show items in list or library box.

Note that if you have customized a term set for the site collection, SharePoint assigns the name of the Term Group.

To open the SharePoint site that uses the metadata, click on the site url.

To open SharePoint list settings page for a list, click on the list name.

Analyzing Content Types

The Content Type Analysis provides information about SharePoint content types within a selected scope, including

·the content type's parent object

·the site or list where the content type was defined.

You can specify additional parameters to include more detail (such as a count of items that use the content type and/or a list of the items themselves), and you can choose to group results by either content type or site.

Note About "Common" Content Types

A list of "common content types" is maintained in the file CommonContentTypes.xml, which is located on the Web front-end server where ControlPoint is installed, in the following SharePoint hive subdirectory: \TEMPLATE\LAYOUTS\Axceler\App_Data.

By default, this list includes default content types associated with SharePoint built-in templates.  The purpose of this list is to give you the option to "filter out" commonly used content types from analysis results.

You can customize this file to include "common" content types specific to your environment that you would like to have the option of excluding.  For example, you may want to filter out a company-specific content type that is used in every site in your farm.  You may also want to remove a default content type from the list.  

To generate a Content Type Analysis:

1Select the object(s) whose content types you want to analyze.

2Choose Change Management > Content Types.

3Specify the parameters for your analysis:

a)For Include sites where content types are, select one of the values described in the following table.

If you want to limit results to content types that contain a specific text string, enter that string in the Limit report to content types containing field.  (You can enter multiple text strings as a comma-separated list).

b)Specify the remaining checkbox criteria using the guidelines in the following table.

Now you can:

·run the operation immediately (by clicking the [Run Now] button)

OR

·schedule the operation to run at a later time or on a recurring basis.

OR

·save the operation as XML Instructions that can be run at a later time.

The analysis results header includes all of the parameters that you specified.

The top levels of the analysis shows either:

·all of the sites within the scope or your analysis, followed by the content types that are used within each site (if you chose to group results by site)

OR

·each of the content types within the scope of your analysis, followed by the sites that use it (if you chose to group results by content type).

When results are expanded, the following information displays for each content type:

·the name of the Content Type

·the content types Parent object (that is, the content type from which the content type was created)

·the content type's Source (that is, the site or list where the content type was defined)

·each of the Lists/libraries

·if selected in the Parameters section:  

§the item Count (that is, the number of items within each list or library using that content type )

§the content type's Column Names

§a list of the Items that use the content type.

NOTE:  If you chose Show item usage count  and/or Show items in list or library, an Item Count will be included.  If you chose neither of these parameters, the Item Count column header will not be visible.

Analyzing Web Parts

The Web Parts analysis provide detailed statistics about Web Parts used in your SharePoint environment.

To generate a Web Parts analysis:

1Select the object(s) on which you want to perform the analysis.

2Choose Change Management > Web Parts.

3Select the option you want to Group By: Parts or Sites.

4Specify additional parameters for your analysis.

In addition to the "standard" parameters, you can limit results to Web Parts that meet one or more specific criteria, as described in the following table.

Note that the option to Use cached data will be disabled if Web Parts have been excluded from the ControlPoint Discovery job.  The inclusion or exclusion of Web Parts can be managed by the ControlPoint Application Administrators.  Details can be found in the ControlPoint Administration Guide.

Now you can:

·run the operation immediately (by clicking the [Run Now] button)

OR

·schedule the operation to run at a later time or on a recurring basis.

OR

·save the operation as XML Instructions that can be run at a later time.

Within the context of the site, the following information displays for each Web Part:

·the Title of the Web Part—that is, the name assigned to that instance of the Web Part

NOTE:  If the same Web Part is used more than once on a page, the title of each instance is listed in a comma-separated list.  Web Parts that are hidden or closed are annotated.

·the Page on which the Web Part is used

·the following values, which are the same as those reported in the SharePoint Web Gallery:

§the user account that the Web Part was Created by, well as the user account it was Last Modified by

§the dates when the Web Part was both Created and Last Updated

NOTE:  The Created by, Last Modified by, Created, and Last Updated values refers to the Web Part itself, not its instance on a specific page.  Often, the Created date is the date that the Web Part was installed on the system.

·the Size of the Web Part in kilobytes (KB).

Note that some commonly-built Web Parts that display in analysis results (such as the List View Web Part) are not listed in the Web Parts Gallery and are not associated with a specific creator or created by/modified by dates.  Often, such Web Parts have names that begin with "Microsoft SharePoint."

Analyzing SharePoint Workflows

The Workflow Analysis provides information about the workflows that are associated with each list and library for sites within the scope of the selection.

NOTE:  This analysis only includes workflows that have been defined within SharePoint or SharePoint Designer.  Workflows created by other methods (for example, using Visual Studio Designer or third-party tools) will not be included in the analysis.

To generate a Workflow Analysis:

1Select the object(s) whose workflows you want to analyze.

2Choose Change Management > Workflow Analysis.

3If you want to limit results to specific lists, specify the appropriate parameters.  Use the information in the following table for guidance.

Now you can:

·run the operation immediately (by clicking the [Run Now] button)

OR

·schedule the operation to run at a later time or on a recurring basis.

OR

·save the operation as XML Instructions that can be run at a later time.

When a site is expanded, all of the lists with which workflows have been associated display.