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Metalogix ControlPoint 8.1 - Administration Guide

Preface Configuring the Environment in Which ControlPoint Will Run The ControlPoint Configuration Site Managing Your ControlPoint License Configuring Web Applications and Content Databases for ControlPoint Configuring ControlPoint Services Using Discovery to Collect Information for the ControlPoint Database Cache Using Sensitive Content Manager Services Managing ControlPoint Configuration and Permissions Modifying ControlPoint Configuration Settings
Changing Default Settings for Actions and Analyses
Supress "Item is inherited - no processing done" Message(SkipNotDoneMsg) Maximum Line Items in Real-time (REPCAP) "Use Cached Data" Default Value (CACHEDREP) Abort Report Processing on Error (ABORTREPORTONERROR) Display "Include users with AD group membership" Parameter (SHOWADGROUPS) Copy/Move Default Temporary Location (TEMPLOCATION) Time to Retain Page Data in Cache (CACHEREPORT4) Time to Retain Temporary UI Objects in Cache (UICACHEDURATION) Number of Reports to Keep in Memory After Drill-Down (RVSESSIONSKEPT) Exclude Web Application(s) from Statistics List (DASHBOARDWAPEXCLUDE) Number of List Items to Display in Selection Grid (DISPLAYSINGLELISTITEMS) Use Activity Min. Date as Start Date (UseActivityDbDate) Show unique permissions only" Default Value (SHOWUNIQUEPERMONLY) Duplicate Files Report Limit (DuplicateFilesReportLimit) Users to Exclude from Reports (EXCLUDEDUSERS) Eliminate Claims Prefix from Username in Reports (UseCleanedLoginNameInReports) Maximum Number of Orphaned Users to Delete Per Scheduled Batch (OrphanDeleteBatchSize) CSV Delimiter Character (CSVDELIMETER) Largest Active Directory Group to Expand in Reports (MAXMEMBERS) Maximum Number of Users to Act On (MAXUSERSFORACTION) Hide the "Set User Direct Permissions" Action in Permissions Management (PREVENTUSERPERMS) Prevent Set Site Collection Quotas (PreventSetSCQuota) Show Nested Active Directory Groups (PROCESSADHIERARCHY) Hide Interactive Analysis Link (RESTRICTSL) Use Minimum Activity Date as Start Date (USEACTIVITYDBDATES)
Changing Default Settings to Improve Application Performance Audit Log Configuration Settings Changing Settings for Anomalous Activity Detection Restricting Functionality for Members of the Business Administrators Group Changing Default Settings for ControlPoint User Groups Changing Settings to Improve Discovery Performance Changing Settings to Accommodate Special Environmental Factors Changing Default Settings for Navigation Changing Trace Switch Logging Levels Changing Default Settings for Compliance Managing Site Provisioning Settings Specifying Global Settings for ControlPoint Policies Setting Preferences for the ControlPoint Scheduler Miscellaneous and Custom Configuration Settings Special-Purpose Configuration Settings
Archiving SharePoint Audit Log Data Troubleshooting
ControlPoint Log Files Troubleshooting Configuration Errors Troubleshooting the ControlPoint Application Interface Troubleshooting Discovery Troubleshooting SharePoint Users and Permissions Troubleshooting Site Provisioning Troubleshooting ControlPoint Operations

Creating a Custom Menu

To create a custom menu:

1At the top of the Menu Maintenance page, click Create Custom Menu.

Menu Maintenance SELECT FILE NEW

2Complete the Menu Details with a Menu Name and Description.

Menu Maintenance NAME 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.

Menu Maintenance TARGET

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" menu provided by Quest and any custom menus that have been created for that target.

Menu Maintenance COPY FROM

Add Items to Menu

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] and receive a confirmation dialog, 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 menu—via the Menu Maintenance page, and

·any administrator who wants to add custom items to his/her Favorites list—via 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.

Favorites Maintenance CUSTOM ADD NEW

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.

Add Edit Custom Items

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.

Favorites Maintenance CUSTOM ADDED

5Click [Update].

Favorites Maintenance CUSTOM ADDED 3

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.

Menu Maintenance EDIT CUSTOM ITEM

NOTE:  For existing items, the Item Type drop-down is disabled.

4Click [Update]

 

Managing Access to ControlPoint Menus

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.

Axceler Menu List FROM LEFT NAV

within the ControlPoint Configuration site

navigate to the Axceler Menus document library.

the ControlPoint Menu Maintenance page

click the Go to the ControlPoint Menu List link

Axceler Menu List FROM MENU MAINTENANCE

Note that, if you are using the SharePoint 2007 user interface, the ControlPoint Original Menus view is selected by default.  You can, however, select a different view, including

§Custom Menus (to display only the menus customized for the farm), or

§All Documents (to display both original and custom menus).

ControlPoint Menus

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.

Axceler Menu List MANAGE 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.

 

Editing and Deleting Custom Menus

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 () to the left of the custom menu whose whose name and/or description you want to change.

Custom Menu EDIT NAME

2Update the Menu Name and/or Description, as necessary.

Menu Mainteance EDIT NAME DIALOG.gif

REMINDERS:

§The Menu Name cannot contain spaces or special characters.

§The Target Menu cannot be changed.

3Click [Update].

To modify the contents of a custom menu:

1In the grid at the top of the Menu Maintenance page, highlight the menu whose contents you want to modify.

2Add and remove items as needed, as described in the topic Creating a Custom Menu.

To edit a custom item in a menu:

1From the selected items list,  highlight the custom item that you want to edit.

2Click [Edit Custom Item].

3Update the Item Name and/or URL as described in the topic Adding Custom Items in a Menu.

NOTE: The Item Type cannot be changed.

 

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