Guidelines for Creating Customized Menus for Different Groups of Users
If there are groups of ControlPoint users that should have similar rights to SharePoint and ControlPoint functions, the ControlPoint Application Administrator should first define groups for these users from within the ControlPoint Configuration site. See Setting Up ControlPoint Users and Groups.
When setting up users and groups and granting access to the ControlPoint application, ControlPoint Application Administrators should consider the roles of various groups of users in the organization to determine the features to which they should have access.
Example 1: Adding Frequently-Used Items to a ControlPoint Menu
If there is a SharePoint function that is used often by administrators in your organization, you can add that item to a custom menu. For example, if Farm Administrators frequently need to check the health of the SharePoint farm, you can provide a menu item that links to the appropriate Central Administration page.
Example 2: Restricting Access to Advanced Functionality
If you do not want the majority of administrators to have access to ControlPoint Sentinel functionality for aomalous activity detection,, you may want to create a customized Manage ControlPoint menu from which these privileges have been removed, and then restrict their access to the original ControlPoint-ManageCP menu.
You could then use this menu as the "default" menu on which additional customized menus are based.
Example 3: Groups with Access to a Subset of Features
If there is a group of users in your organization primarily responsible for monitoring storage utilization, you may want to create a group for these users. You can then create a customized ControlPoint menu that contains only items they need (in this example, SharePoint Summary Report and Storage Analysis tools, while eliminating items that they might not need (such as Activity Analysis tools and additional Content Analysis tools) and/or should not have access to (such as tools for managing Configuration and Users and Security), by restricting their access to the original ControlPoint menu files.
You can also customize menus in this manner for the Business Administrators group if you want to "override" the security trimming imposed by ControlPoint original menus. (That is, you can create menus that give Business Users either more or less functionality than is provided by default.)
Additional Factors to Consider
By default, all custom menus inherit users and permissions from the ControlPoint Menus document library, which in turn inherits from the ControlPoint Configuration site collection. However, you can break this inheritance and assign unique permissions to individual menu files (that is, to restrict access to the original menus).
Additionally, if a user has permissions for more than one menu with the same target location (for example SharePoint Hierarchy- farm level), the menus are "merged" for display in the left navigation pane, with items unique to each menu preserved and duplicate items eliminated.
You should keep these factors in mind when planning and deploying customized menu. Use the information in the following table for guidance with some common scenarios.
|
If you want to ... |
Then ... |
|---|---|
|
include one or more additional items to which all users should have access |
·Create a custom menu file at the appropriate level. ·Add the item(s). ·Ensure that all users have read access to the menu file. |
|
restrict access by any group to either a ControlPoint original menu or a custom menu |
·Break the inheritance of the appropriate menu file(s) from the permissions of the ControlPoint site collection. ·Remove the group's permissions to the file(s). |
|
create a custom menu to which only some users should have access |
·Create a custom menu file. ·Set unique permissions for that file so that only certain users/groups have read access. |
Accessing the ControlPoint Menu Maintenance Page
To access the Menu Maintenance page:
From the Manage ControlPoint tree, choose ControlPoint Configuration > Menu Maintenance.
Note that, if custom menus have already been created, they will display in the Saved Menus grid.
Creating a Custom Menu
To create a custom menu:
1At the top of the Menu Maintenance page, click Create Custom Menu.
2Complete the Menu Details with a Menu Name and Description.
Note that the Menu Name cannot contain spaces or special characters.
3Select a Target Menu (that is the area of the ControlPoint left navigation pane that you want to customize). Use the information in the following table for guidance.
NOTE: The choice of target menu will determine which ControlPoint operations are available for selection and where they will display in the ControlPoint application interface.
|
If you want to customize the .... |
Select .... |
|---|---|
|
farm level right-click menu |
FARMActions. |
|
Web application level right-click menu |
WAPActions. |
|
site collection level right-click menu |
SITEActions. |
|
site or subsite level right-click menu |
WEBActions. |
|
list level right-click menu |
ListActions. |
|
Actions and Analysis menu items (if used as an alternative to the Manage ControlPoint panel) |
Tools. |
|
site admin menu (primarily for use by business administrators who are accessing ControlPoint from within a SharePoint site) |
SiteAdminActions. |
|
user-level right-click menu |
USERActions. |
|
Manage ControlPoint menu items |
ManageCP. |
IMPORTANT: Once you have saved a new menu, the Target Menu cannot be changed.
4Click [Update].
To add ControlPoint menu items to a custom menu:
NOTE: If you want to add links to SharePoint pages or custom items that do not currently exist in a ControlPoint menu (such as internal or external web sites or web-based applications), follow the procedure for Adding and Updating Custom Items in a Menu.
1From the Copy From drop-down, select the menu from which you want to copy items.
Note that this drop-down includes both the "original" language-specific menus provided by Quest and any custom menus that have been created for that target.
2In the list that displays in the left column, select each item that you want to add. 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, either:
§drag and drop the item(s) onto the item below which you want to nest it.
OR
§highlight the item below which you want to nest the new item(s) then click the [Add] button.
To change the placement of items:
1If you want to move multiple items at once, hold down the [Ctrl] or [Shift] key and highlight each item you want to move.
2Drag and drop the item(s) onto the item below which you want to nest it.
To remove items:
1In the right pane, highlight the item(s) you want to remove. (To select multiple items, hold down the [Ctrl] or [Shift] key.
2Do one of the following:
3drag and drop the item(s) to the left pane.
OR
§click the [Remove] button.
§To remove all items in the right pane, click the Clear All link.
To save the custom menu:
When you have finished adding items to the menu, click [Save Menu].
IMPORTANT: If you do not click [Save Menu], any changes you made will be lost when you navigate away from the page.
Now you can manage access to the customized menu.
Adding and Editing Custom Items in a Menu
From the ControlPoint Menu Maintenance or Favorites Maintenance page you can add and update custom items, such as frequently-accessed SharePoint pages, internal or external Web sites, or web-based applications, to a menu.
The procedure for adding an item to a ControlPoint menu is used by:
·ControlPoint Application Administrators who want to add custom items to a custom menuvia the Menu Maintenance page, and
·any administrator who wants to add custom items to his/her Favorites listvia the Favorites Maintenance page.
NOTE: The procedure below uses Favorites menu maintenance for illustration purposes. However, the procedural steps for ControlPoint application menu maintenance are identical.
To add custom item to a menu:
1Highlight the item below which you want to place the new item.
NOTE: Custom actions can be placed below the top node of the menu or below a folder. Custom folders can be placed below the top node of the menu only.
2Click [Add Custom Item]..
3From the Item Type drop-down, select the option that best characterizes your custom item.
CAUTION: Once a custom item has been saved the Item Type cannot be changed.
4Enter the Item Name and, unless the item is a folder, the URL.
5Click [Update].
To edit an existing custom item:
1Highlight the item you want to edit.
2Click [Edit Custom Item].
3Modify the Item Name and/or URL as appropriate.
NOTE: For existing items, the Item Type drop-down is disabled.
4Click [Update]