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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

Converting Governance Policies Created Prior to Version 5.4

Prior to version 5.4, a ControlPoint Governance Policy could have multiple "instances," each with its own schedule.  If you have Governance Policies that were created prior to version 5.4, they will display in the Governance Policy Manager with the option to [Convert Pre-5.4 Policies].  Note that you only run this conversion once, and the operation will convert all pre-5.4. policies.

NOTE:  You must convert pre-5.4 Governance Policies before you can edit or delete them.

Once policies are converted:

·all existing Instances will be combined into a single Scope

·the schedule for each instance will be removed

·the Type column will be removed from the grid

·the [Convert Pre-5.4 Policies] button will no longer be visible,

After completing the conversion, you will need to create a new schedule for the Governance Policy rule(s).

 

Creating a Governance Policy

To create a governance policy:

From the Governance Policy Manager main page, click [Create New].

1Enter a Governance Policy Name.

2Select the Policy Rule Type (Actions, Reports, or ControlPoint Policies and Alerts).

Governance Policy Manager SELECT TYPE

3Select a Governance Policy Category.

Governance Policy Manager SELECT CATEGORY2

Note that the categories correspond to the folders in the SharePoint Hierarchy right click menus and the tabs on the ribbon.

Ribbon and SP Hierarchy

4Select the operation that you want to add to your Governance Policy.

Governance Policy SELECT REPORT

5Specify the Parameters for the rule.

NOTE:  To access instructions for completing the applicable ControlPoint operation, click the Help icon (help) at the top right corner of the window or refer to the relevant section of the ControlPoint User Guide.

6Click the Schedule Policy Rule tab, and follow the instructions for Scheduling a ControlPoint Operation.

7To return to the Build Governance Policy window, click [Save and Close].

Note that the name of the rule (which is the Schedule Job Name) displays under Configured Rules.

Governance Policy CONFIGURED POLICY RULES

8If you want to define another rule for the Governance Policy, use the information in the following table to determine the appropriate action to take.

If you want to configure a rule ..

Then ...

in the same category

select the next operation for which you want to create a rule, then repeat Steps 6-8.

of the same type in a different category

click the Back to Categories link, then repeat Steps 4-8.

of a different type

click the Back to Rule Types link, then repeat Steps 3-8.

9When you are finished configuring rules, click [Save].

10Click [Close] to return to the Governance Policy Manager main page.

Note that, if you chose to save the policy before it was completed or have not yet created a scope, it will display in the grid on the Governance Policy Manager main page with the applicable status.

Governance Policy NO SCOPE

A policy scope can be created for incomplete policies, but they cannot be activated until the policy has been completed.

 

Governance Policy ACTIVATE INSTANCE

 

Creating a Governance Policy Scope and Activating the Governance Policy

Once a Governance Policy has been created, it must be applied to a specific scope (that is, one or more selected site collections or sites).

NOTE:  If a Governance Policy is applied to a Site Provisioning Template, the scope will automatically be updated to include any newly created sites based on that template.

To create a Governance Policy Scope:

1From the Governance Policy Manager main page, click the Create Scope icon for the applicable policy.

Governance Policy EDIT SCOPE

2From the Create scope for [Governance_Policy_Name] dialog

a)Select the objects that you want to include in the scope.

Governance Policy Instance SELECT

b)Click [Add Scope].

To activate a Governance Policy:

1Click the arrow in the left-most column to expand the policy and display the scope.

2Click the Activate icon.

Governance Policy ACTIVATE INSTANCE

Once a Governance Policy has been activated, you can view its status via the ControlPoint Schedule Monitor. Once a policy rule that performs an action has run, you can view a ControlPoint Task Audit for the action.

 

Editing and Deleting Governance Policies and Policy Scopes

To edit a Governance Policy:

1From the Governance Policy Manager main page, check the box to the left of the Governance Policy you want to edit.

2Click [Edit].

3Follow the instructions for Creating a Governance Policy.

To edit a Governance Policy Scope:

1From the Governance Policy Manager main page, check the box to the left of the Governance Policy whose Scope you want to edit

2Click [EditScope].

3Select the new scope.

To delete a Governance Policy:

1From the Governance Policy Manager main page, check the box to the left of the Governance Policy(ies) you want to delete.

2Click [Delete].

To delete a Governance Policy Scope:

1From the Governance Policy Manager main page, check the box to the left of the Governance Policy(ies) whose scope you want to delete.

2Click [Delete Scope].

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