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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

ControlPoint User Groups

When ControlPoint is installed for the first time:

·the six default user groups described in the table below are automatically created, and

·the ControlPoint Service Account is added to each group.

Group

Description

Default Site Permission(s)

ControlPoint Application Administrators

Individuals within IT responsible for the administration of the ControlPoint application,  as well as most or all of the farm.

Full Control access

NOTE:  You should also place administrators in this group into the Site Collection Administrators group to enable them to manage other ControlPoint groups.

Administrators

Individuals (generally within IT) with administrative responsibilities for most or all of the farm.

Read access

Business Administrators

It is imperative that the name assigned to this group match the parameter value for the BADMIN configuration setting.  If you change this group name, you will also need to update the BADMIN parameter value.  Refer to the ControlPoint Administration Guide for instructions.

Business users responsible for managing specific sites, but not most of the farm.  

See also Making ControlPoint Available to Business Users (Site Administrators).

Read access

Remote Service Account Administrators

It is imperative that the name assigned to this group match the parameter value for the RSAADMIN configuration setting.  If you change this group name, you will also need to update the RSAADMIN parameter value.  Refer to the Metalogix ControlPoint Administration Guide for instructions.

The Service Account of each farm involved in

·multi-farm installations, and

·cross-farm copy or move operations.

Read access

ControlPoint Compliance Administrators

If you are licensed for Compliance functionality:

Individuals permitted to access ControlPoint Compliance functionality.

Read access

ControlPoint Quarantine Administrators

If you are licensed for Compliance functionality:

Individuals permitted to manage quarantined content.

Read Access

You can add users to ControlPoint groups using either of the following methods:

·Use standard SharePoint procedures. You can open the ControlPoint Configuration Site directly or access People and Groups pages through the ControlPoint application interface as follows:

a)From the SharePoint Hierarchy, expand the Web Application that hosts the ControlPoint Configuration site, then ControlPoint Configuration Root Site > Groups.

b)Click on the group to which you want to add users.

OR

·Use the ControlPoint action Add Users to SharePoint Groups.

ControlPoint Application Administrators can create additional groups at any time, configure ControlPoint to automatically add users to a ControlPoint group based on security privileges, and even create custom ControlPoint menus for different groups of administrators.  See also Managing ControlPoint Users and Permissions in the ControlPoint Administration Guide.

 

Making ControlPoint Available to Business Users (Site Administrators)

ControlPoint Application Administrators can grant access to ControlPoint to business users who administer their own sites. To do so:

·make sure they have Full Control access (or any other permission level that includes the Manage Web Site permission) to any site they will be administering, and

·add them to the ControlPoint Business Administrators group in the ControlPoint Configuration site.  (See ControlPoint User Groups.)

Once the Full Discovery process has run, the SharePoint Hierarchy will show only Web applications and site collections that contain sites that the user has permissions to administer.

NOTE:  For the sake of performance, ControlPoint uses cached data to determine SharePoint sites to which Business Administrators have management permissions.  If you grant or deny permissions to a Business Administrator, the change will not be visible in the SharePoint Hierarchy until after the next Discovery is run.

 

ControlPoint Security

By default, ControlPoint is security-trimmed to enforce SharePoint permissions.  This means that administrators only have full access to site collections through ControlPoint if:

·they have been given site collection administrator privileges in SharePoint

·they have Full Control permissions granted to all zones in a Web application's policy.

EXCEPTION:  The security model for business users (also referred to as Site Administrators) is somewhat different.  See Making ControlPoint Available to Business Users (Site Administrators).

For users who are farm administrators, all of the site collections for which they are not the administrator may display in the SharePoint Hierarchy panel with a "disabled" icon.  As farm administrators, they can give themselves permissions to those site collections via the ControlPoint Set Site Collection Properties action, which displays when the site collection icon is double-clicked.

Site Collection GRAY

For users who are not farm administrators (or are farm administrators but ControlPoint has been configured to suppress "super user" privileges), only site collections for which they are administrator display.

NOTE:  The number that displays in parentheses represents the total number of site collections within the Web application, regardless of whether you have permissions for them.

Site Collection MISSING

ControlPoint users can also manage sites for which they have a permission level that includes the fine-grained permission ManageWebSite (which is part of the SharePoint built-in permission level Full Control).  Unless the user is a member of the Business Administrators group, these sites do not display in the SharePoint Hierarchy unless the user is also the administrator of the site collection.  Such sites would, however, be included in a ControlPoint operation if they are within the selected scope and can be selected via a simple, advanced, or hierarchical search.

ControlPoint Application Administrators can, however, choose to override ControlPoint default security.  Details can be found in the ControlPoint Administration Guide.

 

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 available functionality.  The right (workspace) pane is where the feature you choose is displayed.

If you are using ControlPoint with SharePoint 2013 or 2016 (non-Native installation), whenever you log into ControlPoint or refresh your browser, the right pane displays the SharePoint Summary Dashboard.  

Interface

For SharePoint 2010 and 2007 Standard and all Native installations, the right pane displays the Metalogix ControlPoint Cafe site, an online community where you can find announcements of new versions, critical patches, or other information that may be useful to users of ControlPoint.

Interface 2010

 

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