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ControlPoint 8.7 - User Guide

Table of Contents

Preface Getting Started with ControlPoint

Launching ControlPoint The ControlPoint Home Page The ControlPoint Configuration Site The ControlPoint Interface

Icons ControlPoint Left Navigation Panels

SharePoint Hierarchy Manage ControlPoint Favorites

Customizing Your Favorites Adding and Editing Custom Items in a Menu

Search Menus for Site Admins

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

Making ControlPoint Available to Business Users (Site Administrators)

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

Selecting Individual Users Selecting Users Based on a Wildcard Selecting Users Based on a SharePoint User Profile Using a Combination of User Selection Options Operations that Include Two People Pickers

Using Discovery to Collect Information for the ControlPoint Database Cache

Running ControlPoint Discovery Interactively from the ControlPoint Application

Searching for SharePoint Sites

Performing a Simple or Advanced Search

Working with Simple or Advanced Search Results

Searching within the SharePoint Hierarchy

Managing SharePoint Objects

Accessing SharePoint Pages

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

Creating SharePoint Alerts Managing SharePoint Alerts

Setting ControlPoint Alerts Managing Metadata

Setting Metadata Values Creating a Managed Metadata Column from a Text Column (SharePoint Server)

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)

Using ControlPoint Policies to Control Your SharePoint Environment

Factors to Consider When Creating ControlPoint Policies Creating a ControlPoint Policy Managing ControlPoint Policies

Viewing/Editing a ControlPoint Policy Deleting ControlPoint Policies Re-Registering a New Site Collection for a Policy

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

Associating a SharePoint Group from One Site with Other Sites

Maintaining SharePoint Group Associations

Dissolving Group Associations and Deleting SharePoint Groups

Backing Up and Restoring Site Permissions

Backing Up Site Permissions Restoring Site Permissions from a Backup Deleting Permissions Backups

Duplicating Security from One Site to Others

Data Analysis and Reporting

Specifying Parameters for Your Analysis Analysis Results Display

Working with Data Analysis Results

Linking to SharePoint Pages and Other ControlPoint Analyses from Analysis Results

Acting on Search or Data Analysis Results

Generating a SharePoint Summary Report Analyzing Activity

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 Site Collection Properties Analyzing Site Properties Analyzing List 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

Events Captured in SharePoint Logs Analyzing Audit Log Contents Analyzing Change Log Contents

Analyzing SharePoint Alerts

Analyzing SharePoint Alerts by Site Analyzing SharePoint Alerts by User

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 ControlPoint Operation

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

Viewing/Editing a Scheduled Job Viewing a Scheduled Job's History Canceling or Deleting a Scheduled Job

Saving, Modifying and Running Instructions for a ControlPoint Operation

Saving Instructions Modifying Instructions Running Instructions

Configuring a URL for Running Saved Instructions from Outside ControlPoint

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

Creating, Editing, and Deleting Sensitive Content Manager Profiles

Managing Compliance Search Terms

Defining Compliance Action Rules Setting Sensitive Content Manager EndPoints and Managing Scanning Preferences Submitting Content to Sensitive Content Manager

Compliance Action Severity Levels How Embedded Files are Handled After a Compliance Scan

Managing Sensitive Content Manager Submissions

Managing Compliance Action Scan Results

Acting on Compliance Analysis Results

Reclassifying Items Returned as Unable to Classify

Managing Scanned Files

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

Using Custom Templates for 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

Contacting Quest Technical Support Resources

Activating your ControlPoint License

You must activate your ControlPoint license when installing ControlPoint for the first time or after performing an upgrade.

NOTE: After the initial license activation, you can manage your license from the ControlPoint application interface.

Summary of the ControlPoint License Activation Process

When you activate your ControlPoint license, the following actions are carried out:

·The ControlPoint license is activated, then recorded (which makes license information available to additional Web front end servers).

·The polices on all existing Web applications are set to grant the ControlPoint Service Account Full Control permissions.

·The ControlPoint Service Account is granted the db_owner role in all existing content databases:

·Final setup on the ControlPoint Configuration site is performed.

NOTE: If you do not complete the activation process, the following message will display in the ControlPoint application header: License not yet recorded.

The conventional way to activate ControlPoint is over the Internet, using the procedure for Activating Your License Online.

If the machine on which ControlPoint is installed does not have Internet access, you will need to request a license file from Metalogix. Continue with the procedure for Activating Your License Without Internet Access.

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