Preface
Getting Started with ControlPoint
Launching ControlPoint
The ControlPoint Home Page
The ControlPoint Configuration Site
The ControlPoint Interface
Using Discovery to Collect Information for the ControlPoint Database Cache
Searching for SharePoint Sites
Managing SharePoint Objects
Icons
ControlPoint Left Navigation Panels
Farm Selection, Product Information, and Online Help
Refreshing the SharePoint Hierarchy
Reloading the Server-Side Hierarchy Cache
Opening a ControlPoint Workspace in a New Window or Tab
Signing Into ControlPoint as Another User
ControlPoint User Groups
ControlPoint Security
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
Accessing SharePoint Pages
Using ControlPoint Policies to Control Your SharePoint Environment
Accessing SharePoint Web Application Administrative 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
Creating Dashboards for Monitoring Statistics within Your SharePoint Farm
The GDPR Dashboard
Setting Object Properties
Setting Site Collection Properties
Setting Site Properties
Duplicating Site Properties
Setting List Properties
Duplicating List Properties
Managing Site Collection and Site Features
Managing Audit Settings
Creating and Managing SharePoint Alerts
Setting ControlPoint Alerts
Managing Metadata
Moving a Site Collection to Another Content Database
Deleting Sites
Deleting Lists
Archiving Audit Log Data Before Moving or Deleting a Site Collection
Duplicating a Workflow Definition from one List or Site to Others
Removing a Workflow from One or More Lists (or Sites)
Factors to Consider When Creating ControlPoint Policies
Creating a ControlPoint Policy
Managing ControlPoint Policies
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
Duplicating a Permissions Level
Cleaning Up User Permissions
Adding Users to SharePoint Groups
Setting SharePoint Group Permissions
Deleting SharePoint Group Permissions
Deleting SharePoint Groups
Managing Permissions Inheritance
Managing SharePoint Groups
Data Analysis and Reporting
Associating a SharePoint Group from One Site with Other Sites
Dissolving Group Associations and Deleting SharePoint Groups
Backing Up and Restoring Site Permissions
Duplicating Security from One Site to Others
Specifying Parameters for Your Analysis
Analysis Results Display
Generating a SharePoint Summary Report
Analyzing Activity
Scheduling a ControlPoint Operation
Variations in Activity Data
Analyzing Site Collection Activity
Analyzing Site Activity
Analyzing Most/Least Activity
Analyzing Activity by User
Analyzing Activity by Document
Identifying Checked Out Documents
Identifying Inactive Users
Analyzing Blog Post Activity
Analyzing Activity by Profile Property
Analyzing Object Properties
Analyzing Storage
Analyzing Most/Least Storage
Analyzing Site Collection Storage
Analyzing Site Storage
Analyzing Storage Used by a Site's Lists, Libraries, and Files
Analyzing Storage Used by Content Databases
Analyzing Storage by File Type
Analyzing Content of Recycle Bins
Finding Duplicate Files
Analyzing Content
Analyzing Managed Metadata Usage
Analyzing Content Types
Analyzing SharePoint Workflows
Analyzing Broken Links in SharePoint Lists
Generating a Solution Summary Analysis
Analyzing Web Parts
Generating a SharePoint Hierarchy Report
Analyzing Trends
Auditing Activities and Changes in Your SharePoint Environment
Analyzing SharePoint Alerts
Analyzing ControlPoint Policies
Analyzing Users and Permissions
Finding Orphaned Domain Users
Analyzing Site Permissions
Analyzing Site Lists Permissions
Analyzing Permissions by List Item
Analyzing Comprehensive Permissions
Analyzing Comprehensive Information About SharePoint Users
Analyzing SharePoint Groups
Analyzing Permissions Changes
Generating a User To Group Analysis
The ControlPoint Task Audit
Viewing Logged Errors
Scheduling a Recurring Analysis for Which a Specific Date Range or Time Period was Selected
How Scheduled Jobs are Handled
Creating a Scheduled Job
Generating a Scheduled Jobs Report
Monitoring Scheduled Jobs
Saving, Modifying and Running Instructions for a ControlPoint Operation
Using the ControlPoint Governance Policy Manager
Launching the ControlPoint Governance Policy Manager
Creating a Governance Policy
Creating a Governance Policy Scope and Activating the Governance Policy
Editing and Deleting Governance Policies and Policy Scopes
Using Sensitive Content Manager to Analyze SharePoint Content for Compliance
IMPORTANT: Before Using ControlPoint with Sensitive Content Manager
Compliance Administrators Group
Creating and Managing Sensitive Content Manager Profiles
Defining Compliance Action Rules
Setting Sensitive Content Manager EndPoints and Managing Scanning Preferences
Submitting Content to Sensitive Content Manager
Managing Sensitive Content Manager Submissions
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 Anomalous Activity Limits
Defining Anomalous Activity Rules
Preparing Your Environment for Using ControlPoint Sentinel
Reporting Anomalous Activity
Provisioning SharePoint Site Collections and Sites
Managing Site Provisioning Profiles
Making Provisioning Profiles Available to End Users
How New Sites and Site Collections Are Requested
Managing Site Provisioning Requests
Default Menu Options for ControlPoint Users
Farm-Level Default Menu Items
Web Application-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
Site Admin Menu Items
Manage ControlPoint Default Menu Items
About Us
Activating ControlPoint
The Manage ControlPoint Licenses dialog automatically displays at the conclusion of the installation and deployment process.
If you choose not to activate ControlPoint immediately, you can invoke this dialog from the Windows Start menu of the server on which the application was installed by choosing Start>All Programs>Metalogix>Manage ControlPoint Licenses.
IMPORTANT: If UAC is enabled, you will need to Run as Administrator. Otherwise, an error will occur when you attempt to record the license.
If you are activating ControlPoint at a later time, make sure that you log in using the same account that was used to install the application.
The procedure you follow depends on the type of installation you have performed. Use the information in the following table for guidance.
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If ... |
Then ... |
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·you have performed a single-farm installation of ControlPoint OR ·you have installed ControlPoint on the first farm in a multi-farm installation |
follow the procedure for Activating your ControlPoint License. |
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you have installed ControlPoint on an additional farm in a multi-farm installation |
follow the procedure for Activating ControlPoint for Additional Farms in a Multi-Farm Installation. |