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Metalogix ControlPoint 8.2 - User Guide

Preface Getting Started with ControlPoint Using Discovery to Collect Information for the ControlPoint Database Cache Searching for SharePoint Sites Managing SharePoint Objects
Accessing SharePoint Pages Viewing Properties of an Object within the SharePoint Hierarchy Creating Dashboards for Monitoring Statistics within Your SharePoint Farm Setting Object Properties Managing Site Collection and Site Features Managing Audit Settings Creating and Managing SharePoint Alerts Setting ControlPoint Alerts Managing Metadata Copying and Moving SharePoint Objects (Version 8.0 and Earlier) Moving a Site Collection to Another Content Database Deleting Sites Deleting Lists Archiving Audit Log Data Before Moving or Deleting a Site Collection Duplicating a Workflow Definition from one List or Site to Others Removing a Workflow from One or More Lists (or Sites)
Using ControlPoint Policies to Control Your SharePoint Environment Managing SharePoint User Permissions Data Analysis and Reporting
Specifying Parameters for Your Analysis Analysis Results Display Generating a SharePoint Summary Report Analyzing Activity Analyzing Object Properties Analyzing Storage Analyzing Content Generating a SharePoint Hierarchy Report Analyzing Trends Auditing Activities and Changes in Your SharePoint Environment Analyzing SharePoint Alerts Analyzing ControlPoint Policies Analyzing Users and Permissions The ControlPoint Task Audit Viewing Logged Errors
Scheduling a ControlPoint Operation Saving, Modifying and Executing Instructions for a ControlPoint Operation Using the ControlPoint Governance Policy Manager (SharePoint 2010 and Later) Using Sensitive Content Manager to Analyze SharePoint Content for Compliance Using ControlPoint Sentinel to Detect Anomalous Activity Default Menu Options for ControlPoint Users About Us

Viewing Properties of an Object within the SharePoint Hierarchy

From the SharePoint Hierarchy, you can access an at-a-glance summary of key properties for the farm, a Web application, a site collection, or a sitea site collection or a site.

You can also retrieve the following statistics for an object at any level of the hierarchy:

·the total number of unique users who have permissions, and

·the total number of users with activity over the past 30 days.

To view an object's properties:

1From the SharePoint Hierarchy, select the object whose properties you want to view.

NOTE:  You can only view properties for a single object at a time (that is, the multiple selection is unavailable).

2Right-click and select Properties.

Farm Properties

Farm-level properties are maintained in Operations section of the SharePoint Central Administration site .

Properties FARM

Web Application Properties

Web application-level properties are maintained in the Application Management section of the SharePoint Central Administration pages.

Properties WEB APP

Site Collection Properties

Site Collection properties are maintained in the SharePoint Site Collection Administration area.


Site Properties

Site-level properties are maintained in SharePoint Site Settings pages.

Properties SITE

To view user permissions and activity totals (for the selected level of the SharePoint Hierarchy):

Click [Calculate Totals].

When the values have been calculated, the following information displays at the top of the Properties dialog:

·Total Users with Permissions

·Total Active Users (last 30 days)

NOTE:  These totals reflect unique users. (That is, any user who has more than one set of permissions to a site is only counted once).

Properties USER TOTALS

·Total Users with Permissions includes:  

§Web application Service Accounts

§Users granted permissions through Web application policies

§Site Collection Administrators

§Users within Active Directory groups to which the ControlPoint Service Account has access (that is, within the same domain or forest, in a different domain/forest for which with a two-way trust exists, or in a different domain/forest with a one-way outgoing trust that ControlPoint can authenticate via the ControlPoint Manage Forest Access feature.  Disabled Active Directory accounts are included in this total.  If an Active Directory user has been renamed but still has permissions in SharePoint under the old name, each name will be counted as a separate user.

·Excluded from this total are built-in groups and special accounts, such as nt authority\authenticated users (or any account that begins with "nt authority") and sharepoint\system, and users granted permissions via augmented Claims or alternate authentication providers.

NOTE:  Total Users with Permissions uses data recorded in the ControlPoint Service Database (xcAdmin), and is current as of the last Discovery run. (The actual number of users within Active Directory groups is counted in real-time, however.)

Total Active Users uses 30 days worth of activity data that is collected by the SharePoint usage job(s), and is as current as the last time the job(s) ran.


Creating Dashboards for Monitoring Statistics within Your SharePoint Farm

The ControlPoint Configuration site contains the following custom lists that ControlPoint Application Administrators can use to create "dashboards" of Web Parts for monitoring statistics within a SharePoint farm:

·Farm Statistics - Individual farm-wide metrics that are typically presented individually.

Farm Statistics

·Web Application Statistics - Rows of data about each Web application.  Depending on your needs, you can present aggregate data (column sums, maximums, standard deviation, and so on).

Web App Statistics

·Site Collection Statistics - Rows of data about each site collection which, like Web Application Statistics, can be customized to present aggregate data as well as key performance indicators (KPIs).

SC Statistics

NOTE:  by default, the Site Collections Statistics list includes all site collections in the farm.  ControlPoint Application Administrators can, however, eliminate from the list groups of site collections that they do not want to monitor by excluding the Web applications that host them as described in the ControlPoint Administration Guide.  This may be useful, for example, if the number of site collections in your farm exceeds the SharePoint recommended maximum number of list items.

You can configure an additional list, the Web Statistics KPI/Status  List, to track key performance indicators for selected statistics if:

·for SharePoint 2010:

§you have a SharePoint Server Enterprise-based environment, and

§the feature "SharePoint Server Enterprise Site Features" has been activated on the ControlPoint Configuration root site.

·for SharePoint 2007:

§you have a MOSS Enterprise-based environment, and

§the feature "Office Services Enterprise Site Features" has been activated on the ControlPoint Configuration root site.

NOTE:  This list type has been deprecated as of SharePoint 2013.

How Statistics Lists are Populated

Statistics lists are populated as part of the nightly Full Discovery timer job.  When this job runs, the lists are cleared and re-populated with current data.

NOTE:  Because of the way in which they are populated, if any of these lists are copied or moved, statistics data will become static (that is, it will not be updated) in the new location.

To create a statistics dashboard on the ControlPoint Configuration root site main page:

NOTE:  The steps below are intended to provide introductory guidelines for creating dashboards on the ControlPoint Configuration root site main page.  Consult your SharePoint documentation and other available resources for more detailed instructions and/or guidance in using alternate tools and techniques.

1From the ControlPoint Configuration site main page, choose Site Actions > Edit Page.

2Click Add a Web Part, then choose the list(s) that you want to add as Web Parts to that area of the page.

EXCEPTION: The Web Statistics KPI List is configured and added to the page using a different method.  See "To configure the Web Statistics KPI, " following.

DashboardsADD WP

You can either use the default view that has been defined for the list or create a custom view.

You can, for example, change the display order of columns; display a subset of columns; display columns that are not included in the default view; add a calculated column; display column totals.

·Example:  Site Collection Statistics with calculated columns to track size and storage utilization.



SC Statistics CUSTOM


·Example:  Farm Statistics filtered to show only "high priority" metrics.


Farm Stats CUSTOM

To configure the Web Statistics KPI/Status List (SharePoint 2007 and 2010):

REMINDER:  To use KPI lists and Web Parts, you must have an Enterprise-based environment  with Enterprise Site Features activated on the ControlPoint Configuration root site.  This list type has been deprecated as of SharePoint 2013.

1Create a new Status list (or KPI list  as it is known in SharePoint 2007) entitled "Web Statistics KPI" (or another name of your choosing).

2Create indicators for the Web Statistics KPI List as follows:

a)In the ControlPoint Configuration root site, open the Web Statistics KPI List.


§New > Indicator using data in SharePoint list (SharePoint 2007)


§New > SharePoint List based Status Indicator (SharePoint 2010)

Dashboard KPI LIST

c)Complete the appropriate fields on the New Item page (including the List URL of the list containing the statistic for which you want to create an indicator).  Consult your SharePoint documentation for complete instructions.

Dashboard KPI CREATE

d)Complete substeps b and c for each indicator you want to create.

Once the list has been set up, add a KPI Web Part to the dashboard, specifying the Web Statistics KPI List as the Indicator List.

Dashboard KPI


Setting Object Properties

You can use ControlPoint to set properties for site collections, sites, and lists.

In a multi-farm environment, properties can be set across multiple farms; the user interface for the home farm is always used.  Therefore, if your multi-farm installation includes different SharePoint versions (for example, both 2010 and 2016) or variations (for example, ControlPoint Standard  and ControlPoint Online), which necessitates differences in the user interface, some options may be missing—or not valid—for the remote farm.  For example, in a SharePoint 2010 farm you have the option of performing a Visual Upgrade, a setting that is not available in—and therefore would be skipped for— a SharePoint 2016 farm.  Note that if a SharePoint 2016 farm were your home farm, the option to perform a Visual Upgrade would not be available.


Setting Site Collection Properties

Set Site Collection Properties is a ControlPoint action that lets you set the following properties for one or more site collections within a SharePoint farm:

·Site Collection Administrators

·Site Collection Quota

·Portal Site Connections

·Site Collection Audit Settings

·Site Collection Search Settings

·SharePoint Designer Settings (SharePoint 2010 Server of later)

·Audit Log Trimming

·For SharePoint 2010 Server farm, you can also modify

To set site collection properties:

1Select the site collection(s) for which you want to set properties.

2Choose Configuration > Set Site Collection Properties.

3In the Parameters section, specify each property you want to set as you would if you were performing Site Collection Administration via SharePoint Site Settings.

EXCEPTION:  Set Site Collection Audit Settings as you would if you were using the ControlPoint Manage Audit Settings action.

Set Site Collection Properties PARAMETERS

NOTE:  Changes to SharePoint Designer Settings will impact only users who are not Site Collection Administrators.  SharePoint maintains SharePoint Designer Settings for Site Collection Administrators at the Web application (not Site Collection) level.

Now you can either:

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


·complete the Enforce Policy section and schedule the operation to run at a later time.


·save the operation as XML Instructions that can be executed at a later time.

If you chose the Run Now, option, after the operation has been processed:

·a confirmation message displays at the top of the page, and

·a ControlPoint Task Audit is generated for the operation and displays in the Results section.

If you schedule the operation, a link to the Task Audit is included in the scheduled action notification email.

See also Auditing ControlPoint Administrator Tasks.


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