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Metalogix ControlPoint 8.1 - User 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

Refreshing the SharePoint Hierarchy

Whenever you take an action that updates the SharePoint Hierarchy (such as adding or deleting a site, changing user permissions, and so on), you can immediately view changes in the SharePoint Hierarchy navigation tree by using the SharePoint Hierarchy menu option.

NOTE: This option is a faster, more efficient alternative to using the browser's refresh button if you want to update only the SharePoint Hierarchy navigation tree rather than the entire page or active workspace.  It is important to note, however, that when you refresh the SharePoint Hierarchy, the browser's cache of previously-accessed items will be cleared (that is, the next time you access an item, ControlPoint will have to take the time to reload it).

To refresh the SharePoint Hierarchy:

In the SharePoint Hierarchy panel, right-click on the farm name and choose Refresh SharePoint Hierarchy.

In a multi-farm environment, each SharePoint Hierarchy is refreshed independently, from its own menu.

NOTE: When you refresh the SharePoint Hierarchy, any changes to ControlPoint menus will be viewable as well.

 

Reloading the Server-Side Hierarchy Cache

If the ControlPoint Application Administrator has configured ControlPoint to load site collections in the SharePoint Hierarchy from a server-side cache rather than in real-time, you can reload the server-side cache on an as-needed basis (for example, if a site collection has just been added or deleted) as follows:

From the Manage ControlPoint tree, choose ControlPoint Management > Reload Server-side Hierarchy Cache.

CAUTION:  A reload of the server-side cache is a resource-intensive process that may affect application performance for all ControlPoint users.

This action will have no effect if the ControlPoint Configuration Setting PRELOADSITECACHE is set to false.

After reloading the server-side cache, you will need to refresh the SharePoint Hierarchy to clear the browser-side cache as well.

Searching for SharePoint Sites

The ControlPoint search functionality is designed to complement that used by native SharePoint.  

The SharePoint search focuses on content (documents, users, and so on) based on metadata and/or words within the content.  The ControlPoint search focuses on finding SharePoint sites based on their properties.

ControlPoint lets you:

·locate SharePoint sites by entering simple search terms or using an Advanced Search, and

·find a SharePoint site within the context of the ControlPoint SharePoint Hierarchy using the Search Hierarchy function.

A search can also be used to locate objects in the Change Selection pane and the various object pickers used throughout ControlPoint.

TIP:  For locating sites within a very large farm, consider using the ControlPoint search functionality as a time-saving alternative to browsing through the SharePoint Hierarchy.

Performing a Simple or Advanced Search

To locate sites within your SharePoint environment, you can perform either:

·a simple search (by entering a full or partial site name or url), or

·an advanced search (by selecting from a variety of criteria on which to base your search).

NOTE:  Simple and advanced searches use cached data collected by the Discovery job.  This means that it will take less time to process then a hierarchy search, which by default uses real-time data.  

To perform a simple search:

1From the left navigation frame choose Search.

2Enter a full or partial site name in the Simple Search Terms box.

Search terms

3Click the magnifying glass icon ().

NOTE:  Results will include sites that match any part of the text string that you entered.

Simple Search Results

To perform an advanced search:

1Use one of the following options:

§From the SharePoint Hierarchy or Search Hierarchy results, select the object(s) on which you want to perform your search.  Right-click and choose Advanced Search.

Advanced Search Left menu

§From the left navigation frame Search tab, choose Advanced Search.

Search Header

NOTE:  When you initiate your search from anywhere within the SharePoint Hierarchy, the scope of the search will be limited to sites within that level of the hierarchy.  When you initiate the search from the Search tab, the search will include all matching sites within the farm.  

2In the Parameters section, select/enter the criteria you want to use to narrow your search.

Advance Search CRITERIA Online

You can:

§enter a full or partial Site Name and/or Site URL

NOTE:  If you enter a Site URL, only the URLs of sites within the SharePoint farm for which you have management permissions will be included in the search.  Links from a page in the farm to other sites in the farm or content outside the farm will not be searched. In addition, unlike the simple search, if you enter more than one word in the name field, the full string as you typed it must occur within a site name for it to display in the results.

§select one or more site attributes:

§Site Template Used or Not Used

§Web Parts Used or Not Used

§System Master Page Used or Not Used, and/or

§Site Theme  Used or Not Used.

NOTE:  Because the search uses cached data, the drop-down lists for the above attributes are populated with items that are current as of the last time Discovery was run and contain values that have actually been used within the selected scope.

§specify one or more site parameters, by selecting the appropriate operator (>=, <=, or =) and entering a value for:

§Created date, and/or

§Last Modified date.

select a Security level that is currently in use in the site's "has permissions" field.

§select whether you want to find sites which have permissions that are either Inherited or Unique.

§find sites for which a specific user has permissions; by selecting a user.

You can, optionally, further narrow your search by locating only those sites for which the user or group has permissions at a specific level.

If you have a SharePoint Server farm and the ControlPoint Application Administrator has defined Custom Properties, you can locate sites that have been assigned specific Custom Properties via the Set Site Properties action. (This section does not display for SharePoint 2007 or for Foundation farms.)

NOTE:  The search will return only those sites that meet all of the criteria you specify, including Not Used criteria. For example if you are searching for sites that do not use the Team Site template and do not use the Cardinal theme, only sites which use neither will be included in results.

All of the sites that meet the criteria you specified display in the Search Results.

Advance search EXPANDED

If you want to initiate a new search or change search criteria, first click [Reset] to clear the contents of the Advanced Search window.

 

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