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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

Submitting Content to Sensitive Content Manager

Members of the ControlPoint Compliance Administrators group can use the ControlPoint Analyze Content action to submit content to the Metalogix Sensitive Content Manager where it will be scanned for potentially sensitive content. ControlPoint submits the following types of content for scanning:

·files within Document Libraries with the following extensions:












·items within most types of lists (with or without attachments that have any of the file extensions listed above).

NOTE:  If a ControlPoint Policy has been created to "Scan item for sensitive data..." content will automatically be submitted when the policy is triggered.

To submit content to Metalogix Sensitive Content Manager for analysis:

1Select the object(s) containing the items that you want to submit for analysis.

2Choose Compliance > Analyze Content.

REMINDER:  Sensitive Content Manager must be installed and in your environment and you must be a member of the ControlPoint Compliance Administrators group to use this functionality.

3Enter a name and description for the scan.

4If different from the default (PII - Personal Identification Information), select a Profile for this scan from the drop-down.

See also Managing SCM Profiles.

5If you want to Resubmit files that have not changed since they were previously scanned, check this box.

NOTE:  If you leave this box unchecked, previously-scanned files that have not changed will be excluded.

6Include one or more list types from the list box.  (If you also want to Include attachments, check this box.)

7Now you can:

§run the operation immediately (by clicking [Analyze])


§schedule the operation to run at a later time or on a recurring schedule


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

A ControlPoint Task Audit is generated for the submission.  You can monitor the progress of the submission via the Sensitive Content Manager Submission Maintenance page.

Compliance Action Severity Levels

When content is analyzed by the Metalogix Sensitive Content Manager, it is evaluated against the following three severity levels, as defined in the Sensitive Content Manager Profile used for the content analysis.




Compliance Administrators specify the appropriate action to take for each severity level via the ControlPoint Compliance Actions page.

Managing Sensitive Content Manager Submissions

From the Sensitive Content Submission Maintenance page, ControlPoint Compliance Administrators can:

·monitor the progress of jobs that have been submitted to Metalogix Sensitive Content Manager for compliance scanning

·delete one or more Sensitive Content Manager jobs

·resubmit previously scanned jobs

·view a detailed analysis of compliance scan results

·manage compliance actions

To launch the Sensitive Content Submission Maintenance page:

From the Manage pane, choose Compliance > Sensitive Content Submission Maintenance.

Sensitive Content Submission Maintenance

In addition the current Status of each job (e.g., Crawling, Submitted, Analysis Completed), ControlPoint displays the number of items within each job that have been:

·Submitted by ControlPoint to the Sensitive Content Manger service for scanning

·Uploaded to Sensitive Content Manager

·Reviewed (scanned)

·Skipped (omitted from the scan; for example, if Sensitive Content Manager was unable to read an item's contents)

·are Unsupported by Sensitive Content Manager

NOTE:  For a list of supported file types, see Submitting Content to Sensitive Content Manager.

·are In Queue (waiting to be scanned).

Now you can:

·Delete selected jobs (as long as they are not currently being crawled or scanned)

·Resubmit selected jobs


§When you resubmit a job from this page, it will be submitted exactly as originally defined.  (For example, it will not include any files that have been added to a SharePoint list or library since the last scan.)  However, any items that have been quarantined since the last scan or have already been flagged "Unsupported" will not be included in the submission.

§Jobs with a status of "Compliance Actions Taken" cannot be resubmitted.  If you want a set of files for which actions have been taken to be rescanned, create and submit a new job for the same scope.

·link to:

§a Detailed Analysis of compliance scan results

§the Compliance Summary page, where you can manage compliance scan results

§the ControlPoint Task Audit for the job.

Managing Compliance Action Scan Results

Members of the ControlPoint Compliance Administrators group can view and take action on Content Analysis scan job results returned by the Metalogix Sensitive Content Manager via the Compliance Summary page.  You can:

·view the details of a Compliance Action job

·apply Compliance Actions

·view detailed information about scan results for individual items (and reclassify items that returned from Metalogix Sensitive Content Manager with a status of "Unable to Classify")

·if you are also a member of the ControlPoint Quarantine Administrators group, manage quarantined items

·save items of a particular severity level as a selection that can be used to perform ControlPoint operations.

To manage Compliance Action scan results:

1Select the object(s) containing the scan jobs you want to view/edit.

2Choose Compliance > Compliance Summary.

NOTE:  You can also access this page for a specific job from the Analyze Content page, via the Page View link

3If you want to view jobs for a different date range, change the Start and/or End dates and click [Find Scan Jobs].

4Select the type of scan jobs you want to view/edit.  Use the information in the following table for guidance.

If you want to view ...

Select ...

all jobs submitted to Metalogix Sensitive Content Manager via the ControlPoint Analyze Content action, regardless of whether Compliance Actions were applied

Real time scans.

all items submitted to Metalogix Sensitive Content Manager as a result of the enforcement of a ControlPoint Policy

ControlPoint Policy scans.

all jobs for which Compliance Actions have been applied.

Compliance Action jobs.

Click [Find scan jobs].

5Select the job whose details you want to view.

The following details about the selected job display beneath the grid:

·Classification Result Counts - The number of items that fall into each classification

·Scan information - Description of and metrics associated with the job itself

·Scan Results Summary - A pie chart that shows the distribution of items among classifications.


To save items of a selected severity as a ControlPoint selection:

1.Select a classification from the Download icon drop-down then click [Get Selection].

Compliance Summary Save Selection

2Follow the procedure for Saving and Re-Using a SharePoint Object Selection.

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