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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

GDPR Dashboard

If your organization is subject to General Data Protection Regulation (GDPR) compliance, the GDPR dashboard provides an overview of how your organization is using ControlPoint to manage regulation-sensitive areas of your SharePoint environment.  

GDPR dashboard statistics are populated based on usage of the following functionality:

·SharePoint Audit Settings

·Sensitive Content Manager

·ControlPoint Policies

·Governance Policy Manager

·ControlPoint Sentinel

To access the GDPR Dashboard:

From the Dashboards panel, choose Dashboards > GDPR Dashboard.

GDPR Dashboard

The GDPR Dashboard displays the following information:

·the Number of Site Collections in your farm (excluding Central Administration) as of the last Full Discovery run.

·If your organization uses Sensitive Content Manager:

§Number of Active PII Audit Reports represents the number of Sensitive Content Manager jobs scheduled to be scanned and ControlPoint policies created to scan documents.  

§Sensitive Objects Scanned in SharePoint shows the number of documents determined to contain sensitive content compared to all items scanned within a given month.

§the Sensitive Content Manager: ENABLED donut graph shows the following percentages:

oThe light blue section represents the percentage of site collections containing content for which at least one scan has been performed PLUS site collections that have at least one Active PII Audit Report.

NOTE: This percentage is also the number that displays inside the donut graph.

oThe medium blue section represents the percentage of site collections containing content for which at least one scan has been performed.

othe dark blue section represents site collections that have had no Sensitive Content Manager activity.

If you have never used Sensitive Content Manager, this section will always display 0%.

GDPR Dashboard No SCM

·If your organization uses ControlPoint Sentinel, Anomalous Events Detected represents the number of deviations in document views and downloads from individual users' "typical" daily usage patterns

·Sites with Auditing Enabled represents the percentage of site collections within your SharePoint farm for which all audit settings are enabled.

NOTE:  If any of the site collection audit settings are not enabled or if audit settings are enabled at the site level or below (which is possible if you are using ControlPoint Manage Audit Settings functionality), the site collection will not be counted in this percentage.

·If your organization uses ControlPoint Governance Policy Manager, the bottom section lists all of the Governance Policies that currently exist for the farm.

GDPR Dashboard Governance Polices

SharePoint Hierarchy

When Hierarchy is selected in the left navigation frame, the SharePoint Hierarchy displays, providing access to the core functionality for managing your SharePoint environment.  The navigation tree is designed so that you can visualize the hierarchy of the farm, including:

·Web applications and associated site collections, sites, and sub-sites

·within each site, its associated lists, groups, and individual users

·servers on which SharePoint components are installed, and

·if you are a farm administrator, Shared Service Providers (SharePoint 2007) or Service Applications (SharePoint 2010 and later).

If a SharePoint component contains child items, a number displays in parentheses ().  For example, for a Web application, the number identifies the number of site collections it contains, for a site collection, the number of sites (excluding the root site), and so on.

Farm Hierarchy EXPANDED

NOTE:  Unless you are a Farm Administrator and ControlPoint is configured to allow "super user" privileges—or if the ControlPoint Application Administrator has chosen to override default security—only site collections for which you have permissions are visible.  (See ControlPoint Security.)

NOTE:  The number in parentheses represents all immediate child items for that object, even those for which you may not have permissions.

Once the number of child objects at any level of the hierarchy exceeds a configurable size (45 by default), the objects are organized and displayed in folders, to improve performance and facilitate navigation. ControlPoint Application Administrators can, however, change this number.  (See the ControlPoint Administration Guide for details.)

NAVCAP example

By default, ControlPoint displays site collection and site titles.  ControlPoint Application Administrators can, however, change this setting so that the site collection and site urls display instead. (See the ControlPoint Administration Guide for details.)

If a site collection has been locked, text displays to the right of the site collection name which identifies the type of lock that has been imposed.

Locked Site Collection

From most levels of the hierarchy you can access SharePoint pages and ControlPoint value-added features via:

·a right-click menu


·for a single-farm installation, a ribbon-style menu in the application header.

Special Considerations for Multi-Farm Environments

If all farms in a multi-farm environment have the same edition of ControlPoint (Standard, Native, or Online) installed, any one of the farms can be the home farm, and all farms will display in the SharePoint Hierarchy, which enables you to perform operations on multiple farms.  

However, for multi-farm environments that have different editions of ControlPoint installed, some limitations apply if you want to be able to display multiple farms in the SharePoint Hierarchy and perform multi-farm operations.  

If the multi-farm installation ...

Then ...

includes ControlPoint Standard along with Native and/or ControlPoint Online

a Standard farm must be the home farm.

consists of only Native and ControlPoint Online

a Native farm must be the home farm.

NOTE:  Regardless of whether or not all farms display in the SharePoint Hierarchy, you will always be able to change the active farm by selecting from the Available Farms drop-down.

Available Farms Mixed Editions

Additionally, in a multi-farm environment, the ribbon-style menu will be unavailable.


Manage ControlPoint

When the Manage tab is selected from the left navigation frame, the Manage ControlPoint tree displays, which contains:

·tools for executing and reporting on farm-wide ControlPoint operations, and

·depending on your permissions, tools for Managing ControlPoint Configuration and Permissions.

Manage ControlPoint Panel



From the Favorites panel you can quickly access frequently-used ControlPoint features, SharePoint sites, or any website or Web-based application.  Individual administrators can configure their own Favorites using the procedure for Customizing Your Favorites.

Favorites Menu Hierarchy

NOTE:  In a multi-farm installation, your Favorites is persistent across all farms.


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