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Metalogix ControlPoint 8.2 - for Office 365 User 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

Getting Started with ControlPoint

Metalogix ControlPoint is a Web-based tool that runs as a SharePoint application and facilitates the management of multiple SharePoint objects (Web applications, site collections, sites, lists, libraries, and items) and users within a SharePoint farm.  In addition to enabling you to navigate throughout a SharePoint farm using a single interface, ControlPoint offers a number of powerful search and data analysis tools as well as value-added features not currently available in native SharePoint.

Launching ControlPoint Online

Use one of the following options to launch the ControlPoint Online application.

To log into ControlPoint you must be a Site Collection Administrator for the site collection that hosts the ControlPoint Online Configuration Site.

From your workstation browser:

Enter http://<machine_name>:<port_number>/_layouts/axceler/xcmain.aspx.

(The server machine name is the name of the machine on which the ControlPoint client application is installed.  2828 is the default port number for the MetalogixOnline application pool.

NOTE:  If you are a ControlPoint Application Administrator logging in for the first time, complete the login screen using the account that was designated as the ControlPoint Site Collection Administrator account at the time the ControlPoint Online application was installed.

From the machine on which ControlPoint Online has been installed:

1Log into the server using the account that was designated as the ControlPoint Service Account at the time the ControlPoint Online application was installed.

2From the Windows Start menu, choose Programs > Metalogix > ControlPoint_Online> Launch ControlPoint Online Application.

 

The ControlPoint Configuration Site

The ControlPoint Configuration site is a SharePoint site that is integral to your ControlPoint Online installation.

This site is used primarily for managing ControlPoint users and permissions and configuring menus that display in the ControlPoint left navigation pane.  To manage groups you either need direct rights to manage the groups or be a site collection administrator.

If you are a site collection administrator for the ControlPoint Configuration site collection, you can access the site's administration pages and ControlPoint value-added features from the SharePoint Hierarchy panel.  See "ControlPoint Security" for more detail.

If you have sufficient permissions (regardless of whether you are the site collection administrator), you can access the site's home page:

·from the SharePoint Hierarchy panel, by right clicking the ControlPoint Configuration Site - Root Site and choosing Open Site.

ControlPoint Configuration Cloud OPEN2

·from the Manage ControlPoint panel by choosing ControlPoint Configuration > ControlPoint Configuration Site.

ControlPoint Configuration OPEN 2

 

The ControlPoint Interface

The ControlPoint interface employs a two-pane design. From the left (navigation) pane, you can select the SharePoint object(s) on which you want to operate and initiate the operation.  The right (workspace) pane is where the feature you choose is displaye

Whenever you log into ControlPoint or refresh your browser, the right pane displays a dashboard which includes:

·statistical information about your SharePoint farm

NOTE:  This information is updated whenever you log in, as well as whenever the ControlPoint application pool is restarted.  Data stays cached for sixty minutes.  If you log in again after sixty minutes, the data is refreshed.

 

Data

Source

SharePoint Summary

If Discovery has been run, the data is taken from the ControlPoint Service (xcAdmin) database; if Discovery has not been run, the data is taken directly from SharePoint.

Sites Created in the Last 30 Days

The data is taken from SharePoint Search engine.

NOTE:  If for some reason Search engine is not configured to provide the data, the chart will not display.

Top Site Collections by Size

The data is taken from the SharePoint Search engine. ControlPoint security trimming applies.  That is, you will see the top ten site collections that you have access to regardless of whether they have been configured for ControlPoint.

·quick links to some of ControlPoint's most powerful functionality:

§the Site Permissions Analysis, which lets you examine the permissions that users have for selected sites

§the Audit Log Analysis, which lets you view selected events written to the SharePoint Audit Log

§the Site Collection Storage Analysis, which provides storage statistics for selected site collections

§the Set User Direct Permissions action, which lets you grant users direct permissions to one or more SharePoint sites, lists/libraries, and/or items

§the Duplicate User Permissions action, which lets you copy the permissions of one SharePoint user to one or more others

§the Delete User Permissions action, which lets you delete SharePoint user permissions from one or more site collections/sites

·links to the Quest Customer Portal as well as ControlPoint user documentation on the Quest website.

If a ControlPoint operation is launched from the dashboard,you must select the object(s) on which to perform the operation using the Change Selection option.

CP Online Interface

 

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