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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

Web Application-Level Default Menu Items

Web Application-Level Item

Type

Multi-Farm

Advanced Search

Search

Home or Remote

Search Hierarchy

Search

Home Only

Add to Selection

Action

(Depends on operation)

Properties

Action

Home or Remote

Activity folder:

Most/Least Activity

Not available for WSS-only farms.

Analysis

Home Only

Site Collection Activity Analysis

Analysis

Multiple

Site Activity Analysis

Not available for WSS-only farms.

Analysis

Multiple

Trend Analysis for Activity

Not available for WSS-only farms.

Analysis

Home Only

Activity by Profile Property

Available for SharePoint 2010 and later Server farms.

Analysis

Home Only

Activity by User

Not available for WSS-only farms.

Analysis

Multiple

Activity by Document

Not available for WSS-only farms.

Analysis

Multiple

Checked Out Documents

Analysis

Multiple

Inactive Users

Not available for WSS-only farms.

Analysis

Multiple

Blog Post Activity

Available for SharePoint 2010 and later farms.

Analysis

Home Only

Social Activity Analysis

Available for SharePoint Server 2010 farms.

Analysis

Home Only

Audits and Alerts folder:

Manage Audit Settings

Action

Multiple

ControlPoint Alerts

Action

Home Only

Create SharePoint Alerts

Action

Home Only

Manage SharePoint Alerts

Action

Home Only

Audit Log Analysis

Analysis

Multiple

Change Log Analysis

Analysis

Multiple

SharePoint Alerts by Site

Analysis

Multiple

SharePoint Alerts by User

Analysis

Multiple

Automation folder:

Create ControlPoint Policy

Action

Home Only

Manage ControlPoint Policies

Action

Home Only

Set Metadata Value

Available for SharePoint Server 2010 and later farms.

Action

Home Only

Create Managed Metadata

Available for SharePoint Server 2010 and later farms.

Action

Home Only

Manage SharePoint Groups

Action

Home or Remote

ControlPoint Policies

Analysis

Home Only

Change Management folder:

Content Types

Analysis

Multiple

Web Parts by Part

Analysis

Multiple

Web Parts by Site

Analysis

Multiple

Workflow Analysis

Not available to members of the Business Administrators group.

Analysis

Multiple

Compliance folder:

Available for SharePoint 2010 and later farms, and not available to members of the Business Administrators group.

Analyze Content

Action

Home Only

Managing Quarantine Documents

Action

Home Only

Compliance Summary

Analysis

Home Only

Sensitive Content Activity

Analysis

Home Only

Scanned files by Scope

Analysis

Home Only

Scanned files by Search terms

Analysis

Home Only

Configuration folder:

Scanned files by Search terms

Action

Multiple

Set Site Properties

Action

Multiple

Set List Properties

Action

Multiple

Manage Site Collection Features

Action

Multiple

Manage Site Features

Action

Multiple

Alternate Access Mappings

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Configure Document Conversions

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Define Managed Paths

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Delete Web Application

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Extend Web Application to Another IIS Website

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Information Management Policy Usage Reports

Not available for WSS-only farms or to members of the Business Administrators group.

SharePoint

Home or Remote

Manage Content Databases

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Manage Web Application Features

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Remove SharePoint from IIS Web Site

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Web Application General Settings

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Web Application Outgoing E-Mail Settings

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

SharePoint Hierarchy

Analysis

Home Only

Site Collection Properties

Analysis

Home Only

Site Properties

Analysis

Multiple

List Properties

Analysis

Multiple

Content folder:

Managed Metadata Usage

Available for SharePoint Server 2010 and later farms.

Analysis

Multiple

Trend Analysis for Site Count

Analysis

Multiple

Broken Links

Analysis

Multiple

Solution Summary

Not available to members of the Business Administrators group.

Analysis

Multiple

Site Management folder:

Create Site Collection

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Site Use Confirmation and Deletion

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Storage folder:

Most/Least Storage Analysis

Not available in a WSS-only farm.

Analysis

Home Only

Site Collection Storage Analysis

Analysis

Multiple

Site Storage Analysis

Analysis

Multiple

Content Database Storage

Analysis

Multiple

Trend Analysis for Storage

Analysis

Home Only

Duplicate Files

Analysis

Home Only

Storage by File Type

Analysis

Home Only

Recycle Bins

Analysis

Multiple

Users and Security folder:

Set User Direct Permissions

Action

Multiple

Delete User Permissions

Action

Multiple

Duplicate User Permissions

Action

Multiple

Add User to SharePoint Group

Action

Home or Remote

Delete SharePoint Groups

Action

Home Only

Backup Permissions

Action

Home Only

Manage Permissions Backups

Action

Home Only

Manage Permissions Inheritance

Action

Multiple

Authentication Providers

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Policy for Web Application

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Self-Service Site Management

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Security for Web Part Pages

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

User Permissions for Web Applications

Not available to members of the Business Administrators group.

SharePoint

Home or Remote

Orphaned Domain Users

Analysis

Multiple

Site Permissions

Analysis

Multiple

Comprehensive Permissions

Analysis

Multiple

Comprehensive User Analysis

Analysis

Home Only

SharePoint Group Analysis

Analysis

Multiple

 

Site Collection-Level Default Menu Items

Site Collection-Level Menu Item

Type

Multi Farm

Settings

SharePoint

Home or Remote

Advanced Search

Search

Home or Remote

Search Hierarchy

Search

Home Only

Add to Selection

Action

(Depends on operation)

Properties

Action

Home or Remote

Activity folder:

Most/Least Activity Analysis

Not available for WSS-only farms.

Analysis

Home Only

Site Collection Activity Analysis

Analysis

Multiple

Site Activity Analysis

Not available for WSS-only farms.

Analysis

Multiple

Trend Analysis for Activity

Not available for WSS-only farms.

Analysis

Home Only

Activity by User

Not available for WSS-only farms.

Analysis

Multiple

Activity by Profile Property

Available for SharePoint 2010 and later Server farms.

Analysis

Home Only

Activity by Document

Not available for WSS-only farms.

Analysis

Multiple

Checked Out Documents

Analysis

Multiple

Blog Post Activity

Available for SharePoint 2010 and later Server farms.

Analysis

Home Only

Inactive Users

Not available for WSS-only farms.

Analysis

Multiple

Social Activity Analysis

Available for SharePoint Server 2010 farms.

Analysis

Home Only

Audits and Alerts folder:

Manage Audit Settings

Action

Multiple

ControlPoint Alerts

Action

Home Only

Create SharePoint Alerts

Action

Home Only

Manage SharePoint Alerts

Action

Home Only

Audit Log Analysis

Analysis

Home Only

Change Log Analysis

Analysis

Home Only

SharePoint Alerts by Site

Analysis

Home Only

SharePoint Alerts by User

Analysis

Home Only

Automation folder:

Create ControlPoint Policy

Action

Home Only

Manage ControlPoint Policies

Action

Home Only

Set Metadata Value

Available for SharePoint Server 2010 and later farms.

Action

Home Only

Create Managed Metadata

Available for SharePoint Server 2010 and later farms.

Action

Home Only

Clean-Up User Permissions

Action

Home Only

ControlPoint Policies Report

Analysis

Home Only

User to Group Analysis

Analysis

Home Only

Change Management folder:

Content Types

Analysis

Multiple

Web Parts by Part

Analysis

Multiple

Web Parts by Site

Analysis

Multiple

Workflow Analysis

Analysis

Multiple

Compliance folder:

Available for SharePoint 2010 and later farms, and not available to members of the Business Administrators group..  

Analyze Content

Action

Home Only

Managing Quarantine Documents

Action

Home Only

Compliance Summary

Analysis

Home Only

Sensitive Content Activity

Analysis

Home Only

Scanned files by Scope

Analysis

Home Only

Scanned files by Search terms

Analysis

Home Only

Configuration folder:

Set Site Collection Properties

Action

Home Only

Set Site Properties

Action

Multiple

Set List Properties

Action

Multiple

Manage Site Collection Features

Action

Multiple

Manage Site Features

Action

Multiple

Navigation Settings

Not available for WSS-only or Foundation farms.

SharePoint

Home or Remote

Search Settings

Not available for WSS-only or Foundation farms.

SharePoint

Home or Remote

Search Scopes

Not available for WSS-only or Foundation farms.

SharePoint

Home or Remote

Site Collection Administrators

SharePoint

Home or Remote

Site Collection Quotas and Locks

SharePoint

Home or Remote

SharePoint Hierarchy

Analysis

Home Only

Site Collection Properties

Analysis

Home Only

Site Properties

Analysis

Multiple

List Properties

Analysis

Multiple

Content folder:

Copy Site

Action

Home Only

Move Site

Action

Home Only

Move to Another Content DB

Action

Home Only

Create New Site

SharePoint

Home or Remote

Delete Site Collection

SharePoint

Home or Remote

Content and Structure

Not available for WSS-only or Foundation farms.

SharePoint

Home or Remote

Managed Metadata Usage

Available for SharePoint Server 2010 and later farms.

Analysis

Multiple

Trend Analysis for Site Count

Analysis

Home Only

Broken Links

Analysis

Multiple

Solution Summary

Not available at the site collection level for 2007 farms.

Analysis

Multiple

Storage folder

Most/Least Storage Analysis

Not available for WSS-only farms.

Analysis

Home Only

Site Collection Storage Analysis

Analysis

Multiple

Site Storage Analysis

Analysis

Multiple

Content Database Storage

Analysis

Multiple

Trend Analysis for Storage

Analysis

Home Only

Duplicate Files

Analysis

Home Only

Storage by File Type

Analysis

Home Only

Recycle Bins

Analysis

Multiple

Users and Security Folder

Set User Direct Permissions

Action

Multiple

Delete User Permissions

Action

Multiple

Duplicate User Permissions

Action

Multiple

Set SharePoint Group Permissions

Action

Home or Remote

Delete SharePoint Group Permissions

Action

Home or Remote

Add User to SharePoint Group

Action

Home Only

Delete SharePoint Groups

Action

Home Only

Duplicate Permission Levels

Action

Home Only

Backup Permissions

Action

Home Only

Manage Permissions Backups

Action

Home Only

Manage Permissions Inheritance

Action

Multiple

Orphaned Domain Users

Analysis

Multiple

Site Permissions

Analysis

Multiple

Comprehensive Permissions

Analysis

Multiple

Comprehensive User Analysis

Analysis

Home Only

SharePoint Group Analysis

Analysis

Multiple

 

 

Site-Level Default Menu Items

Site-Level Menu Item

Type

Multi-Farm

Settings

SharePoint

Home or Remote

Open Site

SharePoint

Home or Remote

Add to Selection

Action

(Depends on operation)

Properties

Action

Home or Remote

Activity folder:

Most/Least Activity Analysis

Not available for WSS-only farms.

Analysis

Home Only

Site Activity Analysis

Not available for WSS-only farms.

Analysis

Multiple

Inactive Users

Not available for WSS-only farms.

Analysis

Multiple

Activity by User

Not available for WSS-only farms.

Analysis

Multiple

Activity by Document

Not available for WSS-only farms.

Analysis

Multiple

Checked Out Documents

Analysis

Multiple

Blog Post Activity

Available for SharePoint 2010 and later farms.

Analysis

Home Only

Social Activity Analysis

Available for SharePoint Server 2010 farms.

Analysis

Home Only

Audits and Alerts folder:

Manage Audit Settings

Action

Home Only

Create SharePoint Alerts

Action

Home Only

Manage SharePoint Alerts

Action

Home Only

Audit Log Analysis

Analysis

Multiple

Change Log Analysis

Analysis

Multiple

SharePoint Alerts by Site

Analysis

Multiple

SharePoint Alerts by User

Analysis

Multiple

Automation folder:

Create ControlPoint Policy

Action

Home Only

Manage ControlPoint Policies

Action

Home Only

Set Metadata Value

Available for SharePoint Server 2010 and later farms.

Action

Home Only

Create Managed Metadata

Available for SharePoint Server 2010 and later farms.

Action

Home Only

ControlPoint Policies

Analysis

Multiple

Change Management folder:

Duplicate a Workflow Definition

Action

Multiple

Content Types

Analysis

Multiple

Web Parts by Part

Analysis

Multiple

Web Parts by Site

Analysis

Multiple

Workflow Analysis

Analysis

Multiple

Compliance folder:

Available for SharePoint 2010 and later farms, and not available to members of the Business Administrators group..  

Analyze Content

Action

Home Only

Managing Quarantine Documents

Action

Home Only

Compliance Summary

Analysis

Home Only

Sensitive Content Activity

Analysis

Home Only

Scanned files by Scope

Analysis

Home Only

Scanned files by Search terms

Analysis

Home Only

Configuration folder:

Set Site Properties

Action

Multiple

Duplicate Site Properties

Action

Home Only

Set List Properties

Action

Multiple

Manage Site Features

Action

Multiple

Navigation Settings

Not available for WSS-only or Foundation farms.

SharePoint

Home Only

SharePoint Hierarchy

Analysis

Home Only

Site Properties

Analysis

Multiple

List Properties

Analysis

Multiple

Content folder:

Copy Site

Action

Home Only

Move Site

Action

Home Only

Delete Site

Action

Home Only

Create

SharePoint

Home or Remote

Create SubSite

SharePoint

Home or Remote

Content and Structure

Not available for WSS-only or Foundation farms.

SharePoint

Home or Remote

Libraries and Lists

SharePoint

Home or Remote

Sites and Workspaces

SharePoint

Home or Remote

View All Site Content

SharePoint

Home or Remote

Managed Metadata Usage

Available for SharePoint Server 2010 later farms.

Analysis

Multiple

Content Types

Analysis

Multiple

Web Parts by Part

Analysis

Multiple

Web Parts by Site

Analysis

Multiple

Workflow Analysis

Analysis

Multiple

Broken Links

Analysis

Multiple

Storage folder

Most/Least Storage

Analysis

Home Only

Site Storage Analysis

Analysis

Multiple

Site Lists and Libraries Storage

Analysis

Home Only

Duplicate Files

Analysis

Home Only

Storage by File Type

Analysis

Home Only

Users and Security Folder

Set User Direct Permissions

Action

Multiple

Delete User Permissions

Action

Multiple

Duplicate User Permissions

Action

Multiple

Set SharePoint Group Permissions

Action

Home or Remote

Delete SharePoint Group Permissions

Action

Home or Remote

Add User to SharePoint Group

Action

Home Only

Delete SharePoint Groups

Action

Home Only

Duplicate Permission Levels

Action

Home Only

Duplicate Site Security

Action

Home or Remote

Backup Permissions

Action

Home Only

Manage Permissions Backups

Action

Home Only

Manage Permissions Inheritance

Action

Multiple

All People

SharePoint

Home or Remote

New Group

SharePoint

Home or Remote

Site Permissions

SharePoint

Home or Remote

Orphan Domain Users

Analysis

Multiple

Site Permissions

Analysis

Multiple

Site List Permissions

Analysis

Home Only

Comprehensive Permissions

Analysis

Multiple

Permissions Changes by Site

Analysis

Home Only

Permissions Changes by User

Analysis

Home Only

Comprehensive User Analysis

Analysis

Home Only

SharePoint Group Analysis

Analysis

Multiple

 

List-Level Default Menu Items

List-Level Menu Item

Type

Multi Farm

Open

SharePoint

Home or Remote

Settings

SharePoint

Home or Remote

Add to Selection

Action

(Depends on operation)

Activity folder:

Activity by User

Not available for WSS-only farms.

Analysis

Multiple

Activity by Document

Not available for WSS-only farms.

Analysis

Multiple

Checked Out Documents

Analysis

Multiple

Social Activity Analysis

Available for SharePoint Server 2010 farms.

Analysis

Home Only

Audit and Alerts folder:

Manage Audit Settings

Action

Multiple

Create SharePoint Alerts

Action

Multiple

Manage SharePoint Alerts

Action

Multiple

Audit Log Analysis

Analysis

Multiple

SharePoint Alerts by Site/List

Analysis

Multiple

SharePoint Alerts by User

Analysis

Multiple

Automation folder:

Create ControlPoint Policy

Action

Home Only

Manage ControlPoint Policies

Action

Home Only

Set Metadata Value

Available for SharePoint Server 2010 and later farms.

Action

Home Only

Create Managed Metadata

Available for SharePoint Server 2010 and later farms.

Action

Home Only

Change Management folder:

Duplicate a Workflow Definition

Action

Multiple

Workflow Analysis

Analysis

Multiple

Compliance folder:

Available for SharePoint 2010 and later farms, and not available to members of the Business Administrators group..  

Analyze Content

Action

Home Only

Managing Quarantine Documents

Action

Home Only

Compliance Summary

Analysis

Home Only

Sensitive Content Activity

Analysis

Home Only

Scanned files by Scope

Analysis

Home Only

Scanned files by Search terms

Analysis

Home Only

Configuration folder:

Set List Properties

Action

Multiple

Duplicate List Properties

Action

Home Only

List Properties

Analysis

Home Only

Content folder:

Copy List

Action

Home Only

Move List

Action

Home Only

Delete List

Action

Multiple

Copy List Item(s)

Action

Home Only

Move List Item(s)

Action

Home Only

Set Column Metadata

Available for SharePoint Server 2010 and later farms.

Action

Home Only

Managed Metadata Usage

Available for SharePoint Server 2010 and later farms.

Analysis

Multiple

Workflow Analysis

Analysis

Multiple

Users and Security folder:

Set User Direct Permissions

Action

Multiple

Delete User Permissions

Action

Multiple

Duplicate User Permissions

Action

Multiple

Set SharePoint Group Permissions

Action

Home or Remote

Delete SharePoint Group Permissions

Action

Home or Remote

Manage Permissions Inheritance

Action

Multiple

Permissions by List Item

Analysis

Home Only

SharePoint Group Analysis

Analysis

Multiple

 

 

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