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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

Selecting Objects on Which to Perform a ControlPoint Operation

Selecting Objects from the SharePoint Hierarchy, Favorites, or Search Hierarchy Panel

From the SharePoint Hierarchy, Favorites, or Search Hierarchy panel, you can select one or more objects on which to perform a ControlPoint search, action, or analysis.  You can select the entire farm, individual  site collections, sites, lists, and/or users.

To select multiple objects, hold down either the [Ctrl] or [Shift] key and left-click on each item you want to include in your selection.  (To clear all selected object(s), left-click on any item that is not currently selected.)

After selecting the object(s):

·if context menus are enabled, right-click to display a menu from which you can choose the operation you want to perform.  

Right Click Menu


·if the ribbon is enabled, select from the appropriate tab in the ribbon and choose the operation you want to perform.

NOTE: In a multi-farm environment, the ribbon-style menu will be unavailable.


Ribbon Menu

NOTE:  The options available and the scope of the operation depends on the following factors:

·The level of the hierarchy from which you select the object(s) .  For example, you can select objects at different levels of the hierarchy if the operation allows it.  If you attempt to select objects from different levels when an operation does not allow it (for example, you have selected both site collections and sites then try to initiate a Site Collection Property Report), only the relevant objects will apply.  Similarly, if you select multiple objects then choose an option that is only valid for a single object (such as copying or moving a site), only the object on which you right-click will apply.

·In a multi-farm environment involving different editions of ControlPoint (Standard, Native, and/or ControlPoint Online), whether the operation is valid for all editions in the selection.  For example, if you select site collections in both Standard and Online farms and invoke an Activity analysis, ControlPoint will exclude any Online farms from the selection when the operation is run, as activity analyses are currently not available for ControlPoint Online.

If you selected an operation that can be performed on items within a list, select the list(s), choose the operation, then follow the procedure for Selecting List Items on Which to Perform a ControlPoint Operation.

Selecting Items from Search or Data Analysis Results

You can also select one or more objects on which to perform an operation from simple/advanced search or data analysis results.  For details, see Acting on Search or Data Analysis Results.


The Workspace Selection Section

Once you have initiated a ControlPoint operation, the object(s) you selected display in the Selection section of the workspace.  Information that displays in the Selection table includes an icon identifying the item's Type (that is, farm, Web application, site collection, or site/subsite) and the URL

Generally, if you selected at the farm, Web application, or site collection level, all child items are included by default, as indicated by a check mark ( ) in the Include Children column. Because these items are simply "containers" for the actual sites and subsites on which you want to perform the operation (that is, for most operations you cannot act on these items themselves), the assumption is that if you selected at one of these levels you intended to include all children.

Selection list FARM

Changing Your Selection

After selecting objects on which to perform a ControlPoint operation, you can add or remove objects using the Change Selection feature.

NOTE:  If you chose an operation designed to work on a single object (such as Copy/Move), the Change selection option will not be available.

You can also add individual objects to your current selections using the Add to Selection menu item.  See Adding Objects from the SharePoint Hierarchy to Your Selection.

To access the Change Selection pane:

In the Selection section of the work area, click the Change selection icon ( ).

The Change Selection pane displays, which consists of two sections:

§the Available Items section lists all of the objects available for selection (as determined by the scope of your original selection)

§the Selected Items section lists currently-selected objects.

Typically, all child items (site collections, sites, and subsites) are included in the scope by default, as indicated by a check mark to the left of the item in the Selected Items section.

Customize WEB APP

The level to which you can drill down in the Available Items list depends on the action that you want to perform.  


If you chose Set Site Collection Properties which, by definition, applies only to site collections, you cannot drill down beyond the site collection level.

Set Site Collection selection

·If you chose Set Site Properties, you can drill-down and select individual sites within the collection.

Set Site Properties selection

To modify the list of available items:

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

If you want to ...

Then ...

expand the scope of available items to encompass the farm

check the Expand Scope box.


NOTE:  If you originally selected the farm, multiple Web applications, or site collections within multiple Web applications, Expand Scope is checked by default and all available items in the farm display.  

narrow the scope of available items

·enter a full or partial site Name and/or URL , and

·click the magnifying glass icon ().

NOTE:  By default, ControlPoint uses real-time data for  this type of hierarchical search.  However, to enable faster searches in large environments, ControlPoint Application Administrators can configure the application to use cached data for hierarchical searches.

To modify the Selected Items list:

1Uncheck the "include all children" box to the left of each object whose scope you want to modify.

2In the Available Items list, select each object that you want to include.  Use the information in the following table for guidance.

If you want to ...

Then ...

select multiple items individually

hold down the [Ctrl] or [Shift] key and highlight each item you want to add.

immediately add an item and all of its children to the Selected Items column

highlight the item, then right-click and choose Add Item and All Children.

select an item and its immediate children (for example, a site collection and its root site only)

highlight the item, then right-click and choose Highlight Immediate Children.  (If objects are grouped into a folder, you must first expand the folder.)

TIP:  You can use this option as a time-saver if you want to add most, but not all of the selected child items.  After highlighting the item you can then individually de-select those that you want to exclude.

3To add the highlighted item(s) to the selection list, do one of the following:

§drag and drop the item(s) to the Selected Items column.  ControlPoint will automatically place them in the correct location in the tree.


§click the [Add] button.

Note that if a checkbox displays to the left of a selected item (indicating that you want to include all child items), those child items do not display explicitly in the Selected Items list.

Selected items IMPLICIT

If you uncheck this box then add child items using the procedure above, however, each item you add will display explicitly in the list.

Selected Items EXPLICIT

To remove items from the Selected Items list:

1In the Selected Items list, highlight each item that you want to remove. Hold down the [Ctrl] or [Shift] key to highlight multiple items individually.  


§drag and drop the items to the Available Items column.


§click the [Remove] button.

Applying changes to the selection list:

When you have finished updating the Selected Items list, click [Apply].

The Customize Selection pane is closed and the Selection list is updated to reflect your changes.

Customzie Selection APPLIED


Selecting List Items on Which to Perform a ControlPoint Operation

Some ControlPoint operations can be performed on individual items within a list or library.  If the option to act on folders/items is available, a Choose link displays in the Include Children column for the list.  (If you do not select individual folders/items, the operation will be performed on the list itself.)

NOTE For a multi-farm operation, you can only choose items from lists in the home farm.  For lists in remote farms, the operation can only be performed on the list itself.

To include both the list itself and all of its child items:

In the Selection section, check the Include Children checkbox.


NOTE:  The Include Children checkbox will not be visible if the operation requires that you select items explicitly.  (Copy/Move List Items is a notable example).

To specify folders and items to include (with or without the list itself):

1Click the Choose link to display the List Item picker.

A pop-up window displays all of the items at the top level of the list hierarchy.  If you want to display items within folders and subfolders, click the folder in the tree in the left pane.  (You can drag the border between the left and right pane to resize, or click the arrow to open/close the left pane).

List Item Picker

You can sort or filter list items by most of the column headers.

List Picker FILTER

If more than one view has been defined for a list or folder, you can select a different view from the Select view drop-down.

List item Picker DROPDOWN

2Use the information in the following table to determine the appropriate action(s) to take.

If you want to include ...

Then ...

items with both inherited and non-inherited permissions

uncheck the Show items with unique permissions only box.

NOTE:  If you leave this box checked, only items with unique (non-inherited) permissions will display.

all items and folders

check the box in the header.

NOTE:  When you check this box and your selection includes folders, only the folder itself will be selected, not its children.

selected items and folders within the root of the list

check each item and folder that you want to include.

NOTE:  If you check a box immediately to the left of a folder, only the folder itself will be selected, not its children.

all items within a folder

check the Include Children box to the left of the folder.

individual items within a folder

in the left pane:

·expand the folder, and

·select the item(s) you want to include.

NOTE:  Normally, as you select items, the Total Selected Items value is updated automatically.  Exceptions are if you check the box in the header to select all items then deselect items individually or if you select items by highlighting rows instead of explicitly clicking checkboxes.  For both of these cases, you will need to click the Calculate Total link to update this value.

3If, after you have finished selecting items you want to trim the list to display only selected items, check the Show All Selected Items box.

4If you want to exclude the list itself (that is, perform the operation only on item(s) within the list, check the Remove Parent List from Selection box.

5When you have finished, click [Apply].


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