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Metalogix ControlPoint 8.1 - for Office 365 Administration Guide

Getting Started with ControlPoint Searching for SharePoint Sites Managing SharePoint Objects Managing Metadata Managing SharePoint User Permissions Data Analysis and Reporting Scheduling a ControlPoint Operation Saving, Modifying and Executing Instructions for a ControlPoint Operation Provisioning SharePoint Site Collections and Sites Using Sensitive Content Manager to Analyze SharePoint Content for Compliance Using ControlPoint Sentinel to Detect Anomalous Activity About Us

Specifying Credentials to Use for Site Provisioning Requests

Before a non-ControlPoint user can submit a site provisioning request, the ControlPoint Application Administrator must specify credentials that will be used to create site collections and subites in your SharePoint Online environment.

NOTE:  To create subsites, the account must be a Site Collection Administrator for every site collection in the tenancy where a site may be provisioned.  To create site collections, the account must be an Office 365 Global Administrator.

To specify credentials for Site Provisioning Request submission:

NOTE:  Only one one set of credentials can be saved per account type.

1From the Manage ControlPoint tree, choose Governance Policy Manager and Provisioning > Online Credentials Manager.

2Click [Create].

From the Add Account drop-down, select the appropriate Account Type:

Site Provisioning Credentials O365

·Site Collection Administrator (for creating new sites)

OR

·Global Administrator (for creating new site collections)

Enter the Account Name and Password, then click [Insert].

ControlPoint validates the credentials to ensure that the account name and password are correct and that the account has the appropriate permissions.

Managing Site Provisioning Requests

From the Manage Site Provisioning Requests page, you can:

·monitor incoming requests for site collections and sites

·approve or reject the requests, and

·edit request details, such as title, description or url.

To launch the Provisioning Requests Manager:

From the Manage ControlPoint tree, choose Governance Policy Manager and Provisioning > Provisioning Requests Manager.

Provisioning Request Manager

Note that you can filter your view based on the state of the request:

Site Provisioning FILTER VEW

·The Incomplete view, includes requests with a status of:

§Requested

§Approved

§In Process

§Error

·The Completed view shows all requests which have been processed and  for which site collections/sites have been created and all of the Additional Profile Settings (properties and Governance Policies) been applied.

·The Rejected view shows all Rejected requests.

To edit/view details of a Provisioning Profile:

1In the Manage Provision Requests grid, check the box to the left of the request that you want to view/edit.  

2Click [Edit].

Note that you can edit the Title, Description, and URL of the request.  You can also approve or reject the request by changing the Request Status.

If a request is Rejected, an email is automatically sent to the requester.  If a request is Approved, it automatically starts Processing and is Completed when the site collection or site is created.  Once the site or site collection is created, an email is automatically sent to the requester.

Note that you can edit the Title, Description, and URL of the request.  You can also approve or reject the request by changing the Request Status.

If a request is Rejected, an email is automatically sent to the requester.  If a request is Approved, it automatically starts Processing and is Completed when the site collection or site is created and all of the Additional Profile Settings (properties and Governance Policies) been applied per the new site collection or site.  Once the site or site collection is created, an email is automatically sent to the requester.

NOTE:  Additional Profile Settings are applied the next time the scheduled job that has been defined for the operation has run.

1Click [Update].

To approve one or more requests without viewing or editing details:

1From the Provisioning Request Manager main page, check the box to the left of each request you want to approve.

2Click [Approve].

To delete one or more requests:

1From the Provisioning Requests Manager main page, check the box to the left of the request(s) that you want to delete.

2Click [Delete]

You will be prompted to confirm your action before continuing.

Using Sensitive Content Manager to Analyze SharePoint Content for Compliance

If you have Metalogix Sensitive Content Manager (SCM) installed, you can scan content for sensitive content, then specify an action to take based on the type/severity of the information found.SCM Process Flow O365

Compliance Functionality Process Overview

The process for using Metalogix Sensitive Content Manager to implement ControlPoint Compliance functionality is described below.

A.ControlPoint Compliance Administrators define Compliance Action Rules.

B.ControlPoint Compliance Administrators submit content to Metalogix Sensitive Content Manager for analysis.

C.ControlPoint Compliance Administrators manage Compliance Actions.

Installing and Configuring Sensitive Content Manager Server

Before you can use ControlPoint to analyze content for compliance:

·Sensitive Content Manager must be installed on a server in your environment.  Refer to the Metalogix Sensitive Content Manager Server Installation Guide, which is available on the Metalogix ControlPoint Technical Documentation page.

AND

·The ControlPoint Application Administrator must enter the Compliance Endpoints.  Details can be found in the Metalogix ControlPoint Administration Guide.

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