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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

Deleting Lists

The ControlPoint Delete Lists action lets you delete one or more sites from your SharePoint farm in real time.  You can also choose to:

·"back up" lists by exporting them to an external directory

NOTE:  For lists that have versioning enabled, you can also choose which version(s) of list items to export

·send deleted lists to the site collection's Recycle Bin or delete them permanently.

About Exporting Lists Before Deletion:

The ControlPoint Export Before Delete option uses the same options and export format as the stsadm command for exporting lists.  

ControlPoint allows you to specify:

·whether to include security

·whether to compress content into a CAB file

ControlPoint uses the following stsadm default options:

·includes all versions (current, last, major, last major, and minor)

·exports all content (not just changes)

Instead of auto-generating file names using stsadm parameters, ControlPoint generates a file name that consists of:

site_name (first 25 characters) site_guid time_stamp (dd_mm_yy_mm_ss format)

NOTE:  If you are planning to export the site(s) before deleting them, make sure the directory to which you want to export has been created and that you know the path to it.

To delete one or more lists from your SharePoint farm:

1Select the list(s) that you want to delete.

2Choose Content > Delete List.

Delete List

3If you want to export the list(s) before deletion, complete the  section as follows:

a)Make sure the Export Before Delete box is checked.  (If you do not want to export the site(s), uncheck this box and continue with Step 4.)

NOTE:  If you choose to Export Before Delete, the delete action will not be carried out unless the export is successful.

b)If you want the entire site to be compressed into a CAB file (with a .cmp extension), check the Content Compression Using CAB box.  

c)Enter the Export Path to the directory to which you want the lists to be exported.

d)Select the version(s) that you want to export:

§Last Major

§Current Version

§Last Major and its Minor

§All Versions

4For Delete Settings, specify whether you want to Send to recycle bin or Permanently delete.

Now you can either:

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

OR

·schedule the operation to run at a later time or on a recurring basis.

OR

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

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

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

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

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

See also Auditing ControlPoint Administrator Tasks.

 

Archiving Audit Log Data Before Moving or Deleting a Site Collection

Any audit log data associated with a site collection remains in the content database but becomes “orphaned” when one of the following operations is performed:

·move site collection

·move site collection to a different content database

·delete site collection.

If ControlPoint audit log archiving has been set up for the farm, you can archive the site collection's audit log data—and purge it from the source content database—before performing one of the actions listed above.

NOTE:  For detailed information on setting up an audit log data archive, refer to the ControlPoint Administration Guide.

To archive a site collection's audit log data:

1From the Manage ControlPoint tree, chose ControlPoint Management > Audit Log Archive.  

Archive Audit Log from UI

2Select the site collection(s) whose audit log data you want to archive.

3Enter the Number of Days to Keep in Audit Logs (that is, any audit log data that has been captured before this time period will be archived).  If you want to archive all audit log data before deleting or moving a site collection, enter 0.

Archive Audit Log NUMBER OF DAYS

Now you can either:

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

OR

·schedule the operation to run at a later time or on a recurring basis.

OR

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

 

Duplicating a Workflow Definition from one List or Site to Others

The Duplicate a (List or Site) Workflow action lets you copy a workflow that has been defined for one list or site to one or more other lists or sites.

NOTES:  

·This action is only valid for workflows that have been defined within SharePoint or SharePoint Designer.  Workflows created by other methods (for example, using Visual Studio Designer or third-party tools) cannot be copied using this action.

·This action is used to copy workflow definitions; not individual instances.

·Site-level workflows apply only for SharePoint Server 2010 farms.

·The workflow whose definition will be duplicated must already be activated on the target site.

To copy a workflow definition:

1Select the list (or site, if appropriate) that you want to copy the workflow definition from.

2Choose Change Management > Duplicate a Workflow Definition.

3From the Available Items list, select the objects to which you want the workflow duplicated and move them to the Selected Items list.

§In the case of a site workflow, all of the child sites within the selection will be included.

Duplicate Workflow TARGET SC

§In the case of a list workflow, you will have the opportunity to further define which lists within the selection will be included.

Duplicate Workflow TARGET

4When you have finished selecting target objects, click [Apply].

5Select the Parameters tab then select the workflow that you want to duplicate from the drop-down.

Note that the drop-down displays only workflows that have been added to source object.  If you want to examine workflow properties, click the View Workflow Settings link to open the SharePoint Workflow Settings page for the object.

View Workflow Settings DUPLICATE

6For list-level workflows only, you can choose to Limit target selection by any of the following criteria

§For Run on items with Content Type name: you can choose to have the workflow added only to items within the list(s) of the specified content type.

NOTE:  You can only specify a single content type using its full name.

§If the scope of your target selection includes more than one list, you can limit to lists:

§whose List name contains a specified text string

§One or more List type(s)

Duplicate Workflow LIST TYPE

When a combination of selection options is used, all lists specified through any of these criteria (though not necessarily all criteria) will be included in the operation.

EXCEPTION:  The ControlPoint Application Administrator may choose to exclude all lists with a specific name from the target selection of all Duplicate Workflow operations, regardless of the scope.  Details can be found in the ControlPoint Administration Guide.

Now you can either:

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

OR

·schedule the operation to run at a later time or on a recurring basis.

OR

·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.

 

Removing a Workflow from One or More Lists (or Sites)

The Remove a Workflow action lets you remove workflows from multiple lists or sites in a single operation.  The operation "matches" a workflow selected as the "source," to workflows within your "target" selection.  Workflows can be matched by name only, template only, or both.

TIP:  You can generate a ControlPoint Workflow Analysis.

NOTES:  

·This action will delete both the workflow definitions and all instances (including running instances).

·Site-level workflows apply only for SharePoint Server 2010 farms.

To remove a workflow:

1Select the list (or site, if appropriate) containing the workflow you want to use as the "source" (that is, a workflow that "matches" the workflow(s) you want to remove from target lists or sites).

2Choose Change Management > Remove a Workflow.

3From the Available Items list, select the objects from which you want workflows removed and move them to the Selected Items list.

NOTE:  The workflow will not be removed from the source object by default.  If you also want to remove the workflow from the source object, you must also include it in your Target Selection.

§In the case of a site workflow, all of the child sites within the selection will be included.

Duplicate Workflow TARGET SC

§In the case of a list workflow, you will have the opportunity to further define which lists within the selection will be included.

Remove Workflow TARGET

4When you have finished selecting target objects, click [Apply].

5Select the Parameters tab then select the workflow that you want to remove from the Target Selection from the drop-down.

Remove Workflow DROPDOWN

If you want to examine workflow properties, click the View Workflow Settings link to open the SharePoint Workflow Settings page for the object.

View Workflow Settings

6For list-level workflows only, you can choose to Limit target selection by any of the following criteria:

§For Run on items with Content Type name: you can choose to have the workflow removed only from items within the list(s) of the specified content type.

NOTE:  You can only specify a single content type using its full name.

§If the scope of your target selection includes more than one list, you can limit to lists:

§whose List name contains a specified text string

§One or more List type(s)

Duplicate Workflow LIST TYPE

When a combination of selection options is used, all lists specified through any of these criteria (though not necessarily all criteria) will be included in the operation.

Now you can either:

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

OR

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

OR

·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.

Note that the Task Audit will record the number of running instances of the workflow (if any) that were removed from an object.

Remove Workflow RUNNING INSTANCES

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