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Metalogix ControlPoint 8.2 - for Office 365 Administration Guide

Getting Started with ControlPoint Using Discovery to Collect Information for the ControlPoint Database Cache Searching for SharePoint Sites Managing SharePoint Objects Managing Audit Settings 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

How New Sites and Site Collections Are Requested

An end user can request a new site or site collection as long as:

·the url for the Request Site or Site Collection page has been made available

AND

·the requester can be authenticated in Active Directory as a valid Office 365 user

AND

·the ControlPoint Application Administrator has specified the credentials to use for provisioning request submission.

When the Request Site or Site Collection page is launched, the user will be prompted for login credentials.  Once logged in,  the user can select from the available Profiles that were created via the ControlPoint Provisioning Profile Manager.

Provisioning Profile Tiles O365

Upon selecting a Profile, the Create Site (or Site Collection) page displays, prompting the requester for the following information:

·a Title and Description for the new site

·the Web Site Address that the requester wants to use for the new site

NOTE:  The requester must enter a full URL, including the name of the new site.  For example, if the requester wants to create a subsite called Blog under mycompany.sharepoint.com/sites/sales, a valid URL might be https://mycompany.sharepoint.com/sites/sales/blog.

The Requester Name and Requester Email address pre-populate with the login name and email address of the current user.  The Requester Email Address can, however be changed.  If the request is for a Site Collection, Primary Site Collection Administrator and Primary Site Collection Email Address fields are pre-populated with the current user's information, but they can also be changed.

·When the requester places the request, ControlPoint validates the information provided by the requester, including that the URL is valid and available.  If the validation fails, any error messages display at the top of the form.

Site Request ERROR

If the validation is successful, a confirmation number is generated and displays at the top of the form, and a confirmation email is automatically sent to the requester.

Site Request SUCCESS

NOTE:  Once a request is submitted, it is registered in the Site Creation Requests list on the ControlPoint Configuration Site.

 

Making Provisioning Profiles Available to End Users

After at least one Provisioning Profile has been created, the next step is to make the Request Site or Site Collection page available to end users so they can submit requests for new site collections and sites.  

The Request Site or Site Collection Request page is initially accessible via the ControlPoint home page dashboard, in the Resources section.

Site Provisioning Link DASHBOARD

For non-ControlPoint users, the Request Site or Site Collection page can be accessed via the following url:

http://<server_name>:<port_number>/_layouts/axceler/CPSiteProvisioning.aspx

(The server machine name is the name of the machine on which the ControlPoint Online application is installed.  2828 is the default port number for ControlPoint Online.)

Before a non-ControlPoint user can submit a site provisioning request, the ControlPoint Application Administrator must specify credentials that have the authority to access ControlPoint and to create site collections and sites in your SharePoint Online environment.  See Specifying Credentials to Use for Site Provisioning Requests.

 

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.

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