From the ControlPoint Configuration Site, ControlPoint Application Administrators can manage access to ControlPoint menus (that is, determine which menus will be visible to specific administrators or groups of administrators).
To access the ControlPoint Configuration Site Menus list:
Use the information in the following table to determine the appropriate action to take.
If you are starting from ... |
Then ... |
---|---|
the left navigation pane |
from the Manage ControlPoint panel, choose ControlPoint Configuration > ControlPoint Menu List. |
within the ControlPoint Configuration site |
navigate to the ControlPoint Menus document library. |
the ControlPoint Menu Maintenance page |
click the Go to the ControlPoint Menu List link |
Remember that, by default, all menus inherit users and permissions from the menu document library, which in turn inherits from the ControlPoint Configuration site collection. However, you can assign unique permissions to individual menus. Consult your SharePoint documentation for details on managing user permissions.
REMINDER: If an administrator has permissions for more than one menu with the same target location (for example SharePoint Hierarchy menu - farm level), the menus are "merged" for display in the left navigation pane, with items unique to each menu preserved and duplicate items eliminated. Remember to restrict access to any menus (including Quest-provided original menus) that contain items that you do not want certain users/groups to see.
Once a custom menu has been created you can:
·change the menu's Name and/or Description
·modify the contents of the menu
·edit custom items
·delete the menu from ControlPoint.
To change a menu's Name and or Description:
1In the grid at the top of the Menu Maintenance page, click the Edit link.
Each individual administrator can customize his or her own ControlPoint Favorites list to include frequently-used items, including SharePoint sites and ControlPoint actions and analyses.
When you add Web applications, site collections and sites to your Favorites list, you have access to all of the right-click menu options for which you have permissions.
Custom itemssuch as links to SharePoint pages, internal or external web sites and web-based applicationscan also be added.
NOTE: If you use ControlPoint to manage multiple farms, your Favorites will be carried over to every farm.
To access the Favorites Maintenance page:
From the Manage ControlPoint panel, choose ControlPoint Configuration > Favorites Maintenance.
To add items to your Favorites:
1Use the information in the following table to determine the appropriate action to take.
If you want to ... |
Then ... |
---|---|
browse the SharePoint Hierarchy for site collections and sites* |
from the Copy From drop-down, select Farm. Note that menus can be selected for the languages ControlPoint supports: English, German (de) and French (fr). |
copy ControlPoint actions and analyses |
from the Copy From drop-down, select a menu (.xml) file. Note that Tools.xml (and any customized versions of that file) contains the menu items that display only if ControlPoint is configured to display the Actions and Analysis tree as an alternative to Manage ControlPoint. |
search for the site collections and sites that you want to add* |
enter the site Name and/or URL and search within the SharePoint Hierarchy |
add a custom menu item |
follow the procedure for Adding and Updating Custom Items in a Menu. |
*NOTE: In a multi-farm environment, you can only select items from the home farm (that is, the farm whose URL you used to launch ControlPoint). You can add objects from multiple farms to your Favorites, as long as the farm you select them from is currently the home farm.
2Use the information in the following table to determine the appropriate action to take.
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:
§drag 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 changes to your Favorites:
When you have finished adding items to your Favorites, click [Save Favorites].
IMPORTANT: If you do not click [Save Favorites], any changes you made will be lost when you navigate away from the page.
For SharePoint Server farms that are subscribed to the Managed Metadata Service Application, ControlPoint Application Administrators can use Managed Metadata to define "Custom Properties" which can be applied to SharePoint sites via the ControlPoint Set Site Properties action. Unlike SharePoint, which allows Managed Metadata to be applied only to a list column, ControlPoint allows you to" tag" a site with Managed Metadata, for use as parameters in ControlPoint Advanced Searches.
NOTE: For Custom Properties to be definable, the Web application that hosts ControlPoint Configuration Site Collection must be associated with the relevant Managed Metadata Service Application(s).
To define Custom Properties:
1Open the Settings page for the ControlPoint Configuration Site's Custom Properties list.
2Under Columns, click Create column.
3Enter a Column name (that is, the name you want to assign to the Custom Property), and for column type, select Managed Metadata.
4For Term Set Settings, either:
§select Use a managed term set, then select the term set you want to use.
OR
§select Customize your term set, then create the term set you want to use.
NOTE: Although list-specific term sets are not available to other lists in the farm when used within SharePoint, term sets created within this list can be used as ControlPoint Custom Properties by all sites throughout the farm.
NOTE: Additional settings, such as Allow multiple values, Allow Fill-in, and Default value are not valid for Custom Properties
5To save the custom property, click [OK].
Custom Properties defined within this list will be available for selection in the Set Site Properties user interface.
NOTE: If you delete a Managed Metadata column from the Custom Properties list, it will no longer be selectable as a Custom Property, and any existing site associations will be lost.
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