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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

Linking to SharePoint Pages and Other ControlPoint Analyses from Analysis Results

When run interactively*, from the results of most ControlPoint analyses, you can:

·open relevant SharePoint pages

·generate applicable ControlPoint analyses for the same scope and parameters.

Links to SharePoint pages always open in a separate browser window or tab.

Analysis Results LINK TO SP Page

Links to ControlPoint analyses may either open in a separate browser window/tab or in the current workspace, depending on the value of the Open drill-downs in new window .

Analysis Results LINK TO REPORT

* Generally, these links are not functional in analysis results that have been exported, although in some cases they may be.

Acting on Search or Data Analysis Results

From ControlPoint search or data analysis results, you can open a SharePoint page or initiate a ControlPoint action or another analysis for selected objects.

This feature can facilitate the performance of a variety of administrative tasks.  For example, you can generate a Site Permissions analysis to identify the users who have been granted permissions directly, then initiate the appropriate action (such as Add User to SharePoint Group).

To select objects on which to perform a ControlPoint action or analysis:

1Click the Select link for the object on which you want to act.

Select Analysis Result for Action

NOTE: To select all objects in the results list, click the Select All link in the Results header.

Selection Builder ALL

The Selection Builder opens in a separate window.

Selection Builder

NOTE:  If you want the Selection Builder to remain open in a static location in the browser window, click the Pin On icon ( ) in the upper left corner of the Selection Builder window.  To disable this feature, click Pin Off ( ).

2If you want to select additional objects, either:

§click the Select All link in the analysis results Select column for each additional item you want to add to the Selection Builder.

OR

§from within the Selection Builder, use the procedure for Changing Your Selection.  

3Choose the applicable SharePoint page or ControlPoint operation from the Selection Builder menu.

§Note that the rules for selecting objects from the left navigation pane apply here as well.  For example, only options that are appropriate for the selected object(s) are available.

Selection Builder options

NOTE: The Selection Builder will appear minimized until you click Restore ().  If you close the Selection Builder, your current selection(s) will be cleared.

 

Working With Analysis Results Interactively

The ControlPoint Interactive Analysis functionality lets you work with raw data underlying a ControlPoint analyses in an interactive, tabular format.  You can:

·create customized interactive analysis configurations

·create charts using selected data points

·print/export results

·initiate a ControlPoint operation on selected rows of data.

NOTE:  This option is not available for farms running SharePoint 2013 or later.

Prerequisite

To use ControlPoint Interactive Analysis functionality, the appropriate version of Microsoft Silverlight must be installed locally. If it is not, you will be prompted to download it from the Microsoft Silverlight website.  Once it has been installed, you will have to restart your browser.

NOTE:  If you are prohibited by company policy from installing Silverlight on your machine, you will be unable to use Interactive Analysis functionality.  ControlPoint Application Administrators can also configure the application so that the Interactive Analysis link is hidden.

To access the Interactive Analysis functionality:

From the analysis results toolbar, click the Interactive Analysis link.

Interactive Analysis LINK

A drop-down from which to choose a data set displays.  The number of data sets available depends on the complexity of the analysis.  For example:

The Comprehensive User Report is a complex analysis with multiple sections and therefore, multiple datasets.

Interactive Analysis DATA SET 1

The Scheduled Jobs Report is a more simplified, "flat" analysis with a single data set.

Interactive Analysis DATA SET 2

Analyzing Data Sets in Tabular Format

By default, all of the data in the selected data set displays in the interactive analysis table.

Interactive Analysis TABLE

You can

·sort by any column (by clicking the column header)

Interactive Analysis SORT

·filter by values within a column (by clicking the icon then specifying filter criteria)

Interactive Analysis FILTER

·change the order of columns (by dragging/dropping a column header).

Interactive Analysis DRAG DROP

Customizing the Configuration of the Dataset

If you want to customize the configuration of the current dataset, click the [Customize] button.  You can then:

·select/deselect columns that you want to show/hide (including all Guids)

·change the names of column headers

Interactive Analysis CUSTOMIZE

To apply configuration changes (and close the customization panel), click [OK].

NOTE:  Changes to the data set display are analysis- and user-specific and are "sticky."  That is, the next time you launch an interactive analysis for an analysis of the same type, any customizations you made will be retained for your login. You can also save a custom configuration to share with other ControlPoint users.

To save a customized configuration for sharing with other ControlPoint users:

1From the Configurations: drop-down, select <Save as new configuration>.

2In the Save configuration as: field, enter the name you want to give to the configuration.

Interactive Analysis SAVE CONFIG

3Click [OK].

4The new configuration is added to the Configurations: drop-down for the selected analysis type and is available for selection by all ControlPoint users.

Printing or Exporting the Current Dataset Configuration

Click [Export/Print], then Select the appropriate option(s).

Interactive Analysis EXPORT PRINT

NOTE:  The dataset will print to a single page, but it cannot be automatically scaled or resized to fit within a specific print area.   You can adjust the configuration and column widths of the dataset, and you may be able to adjust your printer settings (paper size, orientation, and so on) to compensate.

Creating a Chart from the Current Dataset Configuration

You can create an ad-hoc pie, bar, or line charts to graphically represent selected data points.  The Values (y) column drop-down contains data points with numerical values; the Series (x) column drop-down contains data points with all other data types.

NOTE:  Remember that because both drop-downs are populated with raw data, not every dataset or combination of data points will produce a meaningful chart.

After selecting data points—and after making any changes to a chart—click [Show Chart] button to refresh the display.

The examples below compare the size of each content database in a SharePoint farm using a bar chart and a pie chart.

Interactive Analysis CHART 1

Interactive Analysis CHART 2

To print a chart, click [Print Chart (WYSIWYG)].

NOTE:  In this context, "WYSIWYG" means that the chart will not be automatically scaled or resized to fit within a specific print area.  You may be able to adjust your printer settings (paper size, orientation, and so on) to compensate.

To initiate a ControlPoint operation from an interactive analysis:

1Select each row of data containing the object that you want to include in the operation (by checking the corresponding Selected box).

2Select an operation from the appropriate menu.

Interactive Analysis OPERATE

 

Generating a SharePoint Summary Report

The SharePoint Summary report provides a comprehensive summary of the components (servers, services, Web applications, site collections, and sites) in the SharePoint farm  currently being managed in ControlPoint, along with various size and usage statistics.

You also have the option of including details about servers in your SharePoint farm—such as storage, performance, and usage statistics—which is collected from Windows Performance Monitor.  This option can, however, significantly increase the time it takes to generate the report.

NOTE:  For a server's details be included in report results, the ControlPoint Service account must have permissions to request status information from the server. Details can be found in the ControlPoint Administration Guide.

To generate a SharePoint Summary report:

1In the SharePoint Hierarchy, select the farm node, the choose SharePoint Summary.

2If different from the default values, specify the following parameters for your analysis:

Farm Summary Report PARAMETERS.

 

§Select a View Activity for date or time period from the drop-down.

NOTE:  If you are running a WSS-only environment, Cumulative Hits is the only available option.

§If you want to Show Servers Details, check this box.

§If you do not want to Display expanded results, uncheck the box.

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.

Farm Summary Report 1

The SharePoint Summary consists of the following sections:

·a summary of farm components

·Servers and Services

·Web Applications

·Service Application Association (SharePoint 2010 farms only)

Farm Components Summary

The top of the report displays the total number of servers, Web applications, site collections, and sites in the farm.

Farm Summary Report Top

Note that the Total # of Sites includes root sites (whereas in the SharePoint Hierarchy, the number that displays in parentheses beside a site collection excludes the root site).

Servers and Services

If you chose to Show Servers Details, the Servers and Services section lists all of the servers in the farm, as well as all of the services currently installed on each server.  Storage, performance, and usage details also display.

Farm Summary SERVER DETAILS

NOTE:  Information reported varies, depending on the nature of the server.  For example, Web Requests are not relevant for a SQL server.  Depending on how WMI captures the information, if a statistic is irrelevant for the server, the value will display as either N/A or  0.

Web Applications

In addition to the Web application name and url, the Web Applications section displays the following statistics for each individual Web application, as well as aggregated totals for the entire farm:

·the number of:

§Site Collections

§Sites - which includes root sites and any subsites that have been created

§Lists - which includes both user-created (visible) lists and internal (hidden) lists, such as galleries, that are necessary for the functioning of the site, and

§Files - which includes web pages as well as documents

·Size, (in MB) - the total size of the Web application's content, which:

§does not include elements such as metadata, logs, free space, and other overhead

§is not the disk size of the content database

·If all site collections within a Web application have quotas:

§Free Space

§% Usage

NOTE:  If there are site collections within a Web application that do not have quotas set, "N/A" will display in the Free Space and % Usage columns.

·Number of Requests for the specified date or date range.

EXCEPTION:  If you have WSS only installed, only cumulative data is available.  For more detail, see Variations in Activity Data.

When expanded, the following information about each Web application's content database(s) displays:

·the corresponding IIS application pool and the source account that runs the application pool

·the name of both the content database and the server on which it resides

·the current number of site collections in the database, and

·the maximum number of site collections allowed in the database.

Farm Summary Web Applications

Service Application Associations  (SharePoint 2010)

If you are running SharePoint 2010, two additional sections are included in report results:

The Service Application Associations per Web Application section lists each Web application, along with the application Proxy Group to which it is mapped.  When expanded, each Service Application associated with the Web application is listed along with its Status.

The Web Applications Associated With Service Applications section lists each of the Service Applications that have been associated with one or more Web applications.  When expanded, all of the Web applications with which the Service Application is associated are listed.

Farm Summary SERVICE APPLICATIONS

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