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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

Executing Instructions

To execute Instructions for a ControlPoint operation:

1Use one of the following options:

§From the SharePoint Hierarchy select the farm node, then choose Execute Saved Instructions.

Execute XML Instructions HIERARCHY

§From the Manage ControlPoint panel, choose Execute Saved Instructions.

Execute XML Instructions

2Click [Browse...] and locate the XML File with the instructions you want to execute.

3Click [Upload].

Now you can either:

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

OR

·schedule the operation to run at a later time.

Configuring a URL for Executing Saved Instructions from Outside ControlPoint

You can create a url from which you can invoke the execution of saved ControlPoint instructions from outside the ControlPoint application.  This technique makes it possible for ControlPoint users to run a ControlPoint operation from anywhere a URL can be placed, including:

·an electronic document

·a Links Web Part on a SharePoint site

·within an email to another ControlPoint user.

The instructions can be saved to a file share or posted to a document library that has been created within the ControlPoint Configuration site.

When the URL is launched, the Execute Saved ControlPoint Instructions page opens in a standalone window and the instructions begin executing automatically.  

User Account Requirements

In order to execute saved instructions from a URL:

·the ControlPoint user must have permissions to perform a ControlPoint operation on the SharePoint object(s) within the scope of the saved instructions, and

·the ControlPoint Service Account must have access to the file share or document library to which the instructions have been saved.

NOTE:  One of the advantages of posting to the ControlPoint Configuration site is that the appropriate permissions to the  document library are automatically granted (through inheritance from the parent site) by default.

Parts of the URL

·http://<server_name>:<port_number>/_layouts/axceler/xcexecutexml.aspx

The path to the ControlPoint application Execute Saved ControlPoint Instructions page

·Either

§XMLFILEURL=[directory]\[file_name.xml]

The path to the saved instructions on the file share.

NOTE:  If you specify a local drive (for example, C:\), ControlPoint assumes that the drive is local to the server on which ControlPoint is installed (not the current user's machine).  

OR

§XMLLISTNAME=[library_name]&XMLFILENAME=[file_name]

The path to the saved instructions in the document library on the ControlPoint Configuration site.

Example: Instructions saved to a file share

Execute from URL FILESHARE

URL = http://qa2010farmvm1:1818/_layouts/axceler/xcexecutexml.aspx?XMLFILEURL=\\Operations\SharePoint Reports\Site Permissions for Publishing Portal.xml

Example:  Instructions Saved to a ControlPoint Configuration Site Document Library

Note that the document library to which you post the saved instructions must have been created within the ControlPoint Configuration site.

Instructions URL LIBRARY

URL=http://qa2010farmvm1:1818/_layouts/axceler/xcexecutexml.aspx?XMLLISTNAME=Customized Reports&MLFILENAME=Site Permissions for Publishing Portal.xml

Using the ControlPoint Governance Policy Manager (SharePoint 2010 and Later)

The ControlPoint Governance Policy Manager allows you to define standard governance polices or best practices consisting of one or more ControlPoint operations, each scheduled to run at a specified time or interval, and applied to a selected scope.  

NOTE:  Governance Policies cannot be applied to the scope of an entire farm.

For example, you may want to both monitor and enforce security for some of your most mission-critical SharePoint sites.  You could create a Governance Policy that will enable you to:

·generate a weekly Site Permissions report and have it sent to each of the site owners.

·back up site permissions on a regular basis

·create ControlPoint Policies to control the types of permissions changes that can be made to sites within the selected scope

To manage the size of site collections within your environment, you could create a Governance Policy that will enable you to:

·create ControlPoint Policies to control:

§the size of files uploaded to lists and libraries within the selected scope

§the creation of subsites at a specified depth

·use the Set Site Collection Properties action to set and enforce the same quota across all site collections within the scope

·run a weekly Most/Least Storage analysis to identify and monitor the site collections and sites within the scope using the most storage

You can also apply Governance Policies to Site Provisioning templates.

This feature is not available for farms that are running SharePoint 2007.

Launching the ControlPoint Governance Policy Manager

To launch the ControlPoint Governance Policy Manager:

·From the SharePoint Hierarchy Farm node, choose Automation > Governance Policy Manager.

OR

·From the Manage ControlPoint panel choose Governance Policy Manager and Provisioning > Governance Policy Manager.

Governance Policy Manager LAUNCH

NOTE:  All Governance Policies can be viewed/edited by all ControlPoint users (for example, other ControlPoint users can add sites that they manage to the scope of an existing policy).

 

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