Metalogix ControlPoint 8.2 - for Office 365 User Guide

Modifying Instructions

Depending on the operation, you may be able to modify some or all of the parameters of XML Instructions with valid values.  For example, while the Migrate User action only permits one user to be migrated via the ControlPoint application interface, you can run the operation on multiple users by adding them to the XML instructions.

You should not attempt to change any part of the instructions apart from modifiable parameters.   It is strongly recommended that you make a copy of the XML file before editing it, as it is possible that unintended changes can be made to tags or unmodifiable portions of the file.

Executing Instructions

To execute Instructions for a ControlPoint operation:

1Use one of the following options:

§From the SharePoint Hierarchy select the farm node, then choose Execute Saved Instructions.

§From the Manage ControlPoint panel, choose Execute Saved Instructions.

2Click [Browse...] and locate the XML File with the instructions you want to execute.

3Click [Upload].

Now you can either:

·run the operation immediately (by clicking the [Run Now] button)

OR

·schedule the operation to run at a later time.

Provisioning SharePoint Site Collections and Sites

ControlPoint Site Provisioning functionality automates the management of end user requests for new site collections and sites, which are based on "Provisioning Profiles" that you define.  

Managing Site Provisioning Profiles

Before an end user can request a new site collection or site, at least one Provisioning Profile must have been created.  Once created, the Provisioning Profile becomes available to end users when a request for a new site collection or site is initiated.

To launch the ControlPoint Provisioning Profile Manager:

From the Manager ControlPoint panel, choose Governance Policy Manager and Provisioning > Provisioning Profile Manager.

To create a Provisioning Profile:

1From the Provisioning Profile Manager main page, choose [Create].

2Complete the fields on the Build New Provision Profile page as follows:

§Enter the Profile Name as you want it to display in the Provisioning Profile Manager list.

§Enter the End User Description as you want it to display in the Request a Site or Site Collection page.

§Enter the Profile Description as you want it to display in the Provisioning Profile Manager list.

§Select a Profile Type (Site Collection or Sub Site)

§Select a Base SharePoint Template.

NOTE:  The Custom template tab is intended for a future release.

3If you want to Attach Additional Profile Settings:, you can

§Click the appropriate link—Set Site Collection Properties (if available), Set Site Properties, or Set List Properties—and complete the applicable window.

NOTE:  If you select Enforce Policy and schedule the operation to run on a recurring basis, it will be enforced for any site collection or site created using that Profile.

4Click [Create].

To edit a Provisioning Profile:

1From the Provisioning Profile Manager main page, check the box to the left of the Profile that you want to edit.

2Click [Edit].

3Edit the fields on the Edit Provision Profile page as appropriate.

4Click [Update].

To delete one or more Provisioning Profiles:

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

2Click [Delete]

You will be prompted to confirm your action before continuing.