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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

Analyzing Scanned Files

The Scanned Files by Search Term and Scanned Files by Scope analyses let you view all of the files that have been analyzed by SCM for sensitive content over a specified date range.

To generate a Scanned Files analysis:

1Select the object(s) you want to include in your analysis.

2Select the appropriate option, based on how you would like to have results grouped:

§Compliance > Scanned files by Scope


§Compliance >Scanned files by Search terms.

3Specify the parameters for your analysis.


§Currently, you can only Filter by Search Terms if you enter enter one complete search term (that is, you cannot filter by multiple or partial search terms).

Filter by Search Term

If you leave the Filter by Search Terms field blank, all search terms within the scope of your analysis will be included.

§If the Use cached data box is checked, results will include only files within the scope of your analysis that have been scanned.  If this box is not checked (that is, the analysis is run on real-time data), results will also include items within the scope of your analysis that have not been scanned.

Now you can either:

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


·schedule the operation to run at a later time or on a recurring basis.


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

If you chose to run the analysis on cached data, all of the files that have been scanned by Sensitive Content Manager within the specified date range are listed, grouped either by scope or search term (depending on the analysis selected).

Scanned Files by Search Term CACHED

Scanned Files by Scope CACHED

If you ran the analysis on real-time data, results will also include items within the scope of your analysis that were Not Scanned.

Scanned Files by Search Term NOT SCANNED

Scanned Files by Scope NOT SCANNED

Using ControlPoint Sentinel to Detect Anomalous Activity

ControlPoint Sentinel functionality enables you to detect deviations in document views and downloads from individual users' "typical" daily usage patterns.  ControlPoint Sentinel uses the following components in its anomalous activity determinations:

·Business Hours: Daily start and end time for each day of the work week.  

·The following Anomalous Activity Limits:

§Default daily activity limits: The limits for each (measured in terms of document views and downloads) to apply to any user whose personal activity limits have not yet been characterized.

§Personal daily activity limits:  The deviation from "typical" daily usage patterns characterized for each individual user on a given day of the week.

ControlPoint Sentinel relies on SharePoint Audit Log events.  Therefore, for this functionality to be effective, the auditing of Delete, Edit, and View/Download must be enabled for every site collection for which you want to collect activity data.

Provisioning SharePoint Site Collections and Sites

ControlPoint Site Provisioning functionality automates the management of end user requests for new site collections and sites, which are based on "Provisioning Profiles" that you define.  You can use ControlPoint's built-in functionality to associate specific site collection-, site-, and list-level properties with a particular Profile, and enforce their usage within the site collections or sites that use it.  You can even attach one or more ControlPoint Governance Policies to a Profile.

NOTE:  This feature is available for SharePoint 2010 and later Standard (not Native) Installations.


Managing Site Provisioning Profiles

Before an end user can request a new site collection or site, at least one Provisioning Profile must have been created.  Once created, the Provisioning Profile becomes available to end users when a request for a new site collection or site is initiated.

Provisioning Profile Tiles

To launch the ControlPoint Provisioning Profile Manager:

From the Manager ControlPoint panel, choose Governance Policy Manager and Provisioning > Provisioning Profile Manager.

Provisioning Profiles

To create a Provisioning Profile:

1From the Provisioning Profile Manager main page, choose [Create].

2Complete the fields on the Build New Provision Profile page as follows:

§Enter the Profile Name as you want it to display in the Provisioning Profile Manager list.

§Enter the End User Description as you want it to display in the Request a Site or Site Collection page.

§Enter the Profile Description as you want it to display in the Provisioning Profile Manager list.

§Select a Profile Type (Site Collection or Sub Site)

§Select a Base SharePoint Template.

Provisioning Proviles BUILD NEW

NOTE: If you want to be able to select a template based on a site definition (such as a Publishing site or a custom site definition that has been deployed to the farm), the feature for that site definition must be activated on the ControlPoint Configuration Site collection.

3If you want to Attach Additional Profile Settings:, you can

§Click the appropriate link—Set Site Collection Properties (if available), Set Site Properties, or Set List Properties—and complete the applicable window.

NOTE:  If you select Enforce Policy and schedule the operation to run on a recurring basis, it will be enforced for any site collection or site created using that Profile.

§If you want to attach one or more existing ControlPoint Governance Policies to the Provisioning Profile, select from the available Governance Polices

Provisioning Profiles ADDITIONAL SETTINGS

NOTE:  If the Governance Policy that you want to attach to the Profile does not appear in the list, click [Governance Policy Manager], and create a new Governance Policy.  When you return to the Build New Provision Profile page , click [Create], then edit the Profile see the new Governance Policy in the list.

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

4Click [Create].

To edit a Provisioning Profile:

1From the Provisioning Profile Manager main page, check the box to the left of the Profile that you want to edit.

2Click [Edit].

3Edit the fields on the Edit Provision Profile page as appropriate.

4Click [Update].

To delete one or more Provisioning Profiles:

1From the Provisioning Profile Manager main page, check the box to the left of the Profile(s) that you want to delete.

2Click [Delete]

You will be prompted to confirm your action before continuing.


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