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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

Displaying ControlPoint Menus in a Ribbon

By default, ControlPoint is configured to allow menus to be displayed as right-click context menus in the left navigation frame and, for a single-farm installation, ribbon-style menus in the application header.  (ControlPoint Application Administrators can, however, configure the application to allow only one or the other.)

NOTE:  Whenever you change how menus are displayed, the ControlPoint application will automatically restart.

To display (hide) the ribbon:

If you are using Internet Explorer 8 or 9, turn Compatibility View OFF to ensure the ribbon will render properly.

From the SharePoint Hierarchy farm node, right-click and choose Refresh with Ribbon On (Off).

IMPORTANT:  For a multi-farm installation, this option will be unavailable.

Navigation TURN RIBBON OFF

To display (hide) context menus:

From the ribbon Home tab, choose Refresh with Context Menus On (Off).

Navigation TURN CONTEXT OFF

 

The ControlPoint Application Header

The bottom of the left navigation frame contains:

·The Available Farms drop-down that identifies the farm currently being managed and, in a multi-farm installation, lets you select a different farm to administer.

Note that only farms that share the same ControlPoint Service database will be available from the drop-down.

NOTE:  Initially, the list includes the names of all farms that have been configured to share the same ControlPoint Service database. However, after the first server interaction (for example, when a ControlPoint action or analysis is initiated), the list may be trimmed to display only farms that are currently active.

 

·Access to information About (info) the ControlPoint application, including version information

 

About dialog

NOTE: Last Patch reflects the date of the last software update provided. Last Install reflects the last full build of that version released.

·A link to ControlPoint online Help (help).

Opening a ControlPoint Workspace in a New Window or Tab

You can create a dedicated workspace for a particular task by opening it in a separate window or tab (depending on your browser version).  This enables you to navigate to other areas of the ControlPoint interface without having to navigate away from a task in progress.  You can even create workspaces to manage multiple ControlPoint operations simultaneously.

NOTE:  You invoke the workspace after you have selected a function, but before you have entered data, taken an action, or displayed results.  (That is, the new workspace will only display a function in its initial state.)

To open a ControlPoint workspace in a new window or tab:

1Select the object(s) on which you want to perform an operation.

2Choose the applicable menu option.  

3From the ControlPoint application header, click the Clone Work Area icon ( ).

 

Signing Into ControlPoint as Another User

If you have sufficient permissions, you can sign into ControlPoint as a different user, with the access levels and menu permissions that have been set up for that user on the ControlPoint Configuration site.  This feature is useful if you want to log into ControlPoint from a workstation other than your own.

To sign into ControlPoint as a different user:

1From the user name drop-down in the ControlPoint application header, choose Sign in as Different User.

Sign In as Diff User

2Enter the new log in credentials in the Connect to [server] dialog.Log in Another User CP Online

3Use the information in the following table to determine the appropriate action to take.

If you ...

Then ...

check Remember my password

the new account credentials will:

·display in the ControlPoint application header, and

·be used for:

§all ControlPoint functionality (searches, actions, and analyses), and

§SharePoint pages accessed from within ControlPoint.

WARNING:  If you use this option to log into another user's workstation, remember to ensure that the password is properly cleared when you are finished, either by logging in as the workstation user with "Remember my password" checked, or by using browser functions to clear saved passwords.

leave Remember my password unchecked

·the new account credentials will:

§display in the ControlPoint application header, and

§be used for all ControlPoint functionality (searches, actions, and analyses), and

·the account credentials associated with the original workstation login may continue to be used for SharePoint pages accessed from within ControlPoint.

If you use this option and want to access a SharePoint page under the new account credentials, you can, of course, use the Sign In as a Different User option from within the SharePoint page.

 

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