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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

Configuring the ControlPoint Application and Deploying SharePoint Solutions

After ControlPoint file are installed the application must be configured.  

Summary of ControlPoint Configuration Process

The ControlPoint Configuration Wizard carries out the following tasks:

A.Validates License:  Checks the validity of the license key you enter as well as the terms of the license.

B.Creates ControlPoint Service database: Creates the ControlPoint Service database (xcAdmin) on the selected database server.  This database is where administrative information and cached data used for analysis and reporting is collected.  (Note that in a multi-farm installation, this database is shared among farms.)

C.Creates ControlPoint Web application (if applicable):  If you choose to have the installer create a new Web application to host the ControlPoint Configuration site collection, installs the ControlPoint Web application within SharePoint, which includes the creation of a content database for the Web application.

EXCEPTION:  For SharePont 2007, the Web application is called Axceler.

D.Creates ControlPoint Site Collection:  Creates the ControlPoint Configuration Site Collection within the ControlPoint Web application or an existing Web application (depending on the option you choose), and assigns an initial Site Collection Administrator.

NOTE:  If you changed the host name in a SharePoint 2013 or 2016 environment, the Configuration Wizard also creates the bindings in IIS, creates alternate access mappings in Central Administration, and updates the ControlPoint Setting 'Inbound ControlPoint Url' to use the host header.

E.Deploys ControlPoint WSPs to your SharePoint farm:  Installs the ControlPoint application features, which includes:

§installation of ControlPoint menus and the ControlPoint Settings list into the ControlPoint Configuration Site, and

§creation of the IIS Virtual Directory on the Web front-end server.

NOTE:  As is the case with other SharePoint Solution deployments, upon completion all running application pools will be recycled.

F. Activates License: Activates your ControlPoint license.

G. Windows Service Configuration (optional):  If you elect to use server-side Windows Services as an alternative to the default jobs performed in SharePoint Central Administration, installs and configures the service(s) you selected.

To configure the ControlPoint application:

1Use the information in the following table to determine the appropriate action to take.

If ...

Then ...

you are starting directly from the ControlPoint installer (that is, after performing the install you chose to Launch ControlPoint Configuration

go to the next step.

after installing ControlPoint you chose to configure at a later time (that is, after performing the install you chose not to Launch ControlPoint Configuration.

double-click the ControlPoint Configuration desktop icon.

The installer checks your environment for the presence of installed components.

NOTE:  For a first time installation, once the compononents check is complete only the Fetching ControlPoint Configuration Data box should be checked (Installer Checkmark).  All other options will appear with a right-facing arrow.  (Installer Arrow)

Installer Checking for Components

2Click [Continue].

3Enter the license key provided by Quest.

Installer License Validation

4.Use the information in the following to determine the appropriate License Validation option to select.

NOTE:  Most systems can use the Online activation method as long as the system has internet access. If you are unable to use the online activation method due to security settings or lack of internet access, the Offline activation option can be used. This option will still require some internet access, but allows for the authentication to be done from another machine that is not as restricted by security or has a connection to the internet.

If you want to validate the license...

Then ...

online

accept the default option (Activate Online).

offline

a)Select Activate Offline.

Installer License Validation OFFLINE

The Offline Activation window displays.  You can either Copy Activation Data To Clipboard or use the Save Activation Data To File option to save the key into a text file (in case it needs to be copied to another machine).

b)From a machine that has internet access, go to https://support.quest.com/offline-activation.

c)Follow the instructions on the Offline Activation web page to activate your license, using the Upload activation data option.

NOTE:  Remember to save the Activation File to a location that is accessible by the machine on which you are installing ControlPoint.

d)Return to the ControlPoint Installer License Validation dialog.

e)Use the Step 3:  Browser Activation Response File option to select the file retured by Quest.

5Click [Validate].

If the license is validated successfully a License Validation pop-up displays the terms and current status of the license.

6Dismiss the pop-up and click [Next].

The System Prerequisite check begins. Any item that  fails the check is identified by a red X.

Installer System Check FAIL

NOTE:  If you fix the problem immediately, you can then Rerun the System Check.  If you choose to Quit and fix the problem at a later time,  the next time you launch the ControlPoint Configuration Wizard, it will start from the beginning.

7When all system prerequisites checks have completed successfully, click [Next] to display the Create the ControlPoint Service (xcAdmin) Database dialog.

8Specify the Database Server where you want to place the ControlPoint Service (xcAdmin) database:

§enter the server name

OR

§click [Browse] to choose a different database server

If you are installing on an additional farm in a multi-farm installation, make sure you specify the server on which the xcAdmin database has been created for the first farm. (If the database you specified has already been created, you will be asked whether you want to use it.)

Installer xcAdmin DATABASE CREATION

NOTE:  If you are using SQL Express for development or evaluation purposes, the Database Server instance name is typically entered as <server_machine_name>\SQLExpress.

9Specify the authentication method you want to use.  (If you select SQL Server authentication, you will be prompted to enter the Account and Password.)

10After the installer has created the new database (or updated an existing database), click [Next].

11.Use the information in the following table to determine the appropriate action to take to Choose where the ControlPoint Configuration Site will be hosted.

Installer CHOOSE WAP

NOTE:  It is recommended that you always Create a new Web Application, unless special circumstances apply.  

If you want to ...

Then ...

create a new Web application to host the ControlPoint Configuration Site Collection

 

a)Select Create a new Web Application.

b)For Host Name, if different from the default (the machine name), enter the host header (alias) that is used used for the server.

NOTE:  If a host header is entered, the installer will create both the alternate access mappings in Central Administration and bindings in IIS.

c)For Port, either

§accept the default value (1818)

OR

§enter a different, unused Port number.  (It is strongly recommended that you not install ControlPoint on Port 80, as you will encounter complications during setup.  If you are using host headers and want to redirect ControlPoint to a port that is currently in use (including Port 80), you can do so after completing the installation.

d)If different than the default (the currently logged in account), specify the Service Account under which you want the ControlPoint Web application to run.

REMINDER: If your databases reside on a different server, then the Service Account must be a domain account.

e)For Content Database Name, either

§accept the default value (WSS_CONTENT_CONTROLPOINT)

OR

§enter a different content database name  

f)Specify a ControlPoint Configuration Site Collection Administrator account and Service Account, and enter the Service Account Password.

g)If the server is configured for SSL and you want it  to be used to access ControlPoint,  for Use SSL? select Yes, then select a Trusted Certificate.

Configure WAP NEW

(For SharePoint 2007 installations, both the Web Application and Application Pool are named Axceler.)

create the ControlPoint Configuration Site Collection in an existing Web application

a)Select Choose an existing Web Application.

b)Select an existing Web application from the list, then click [Proceed].

Configure WAP Existing

The Configure Web Application dialog is populated with the configuration settings for the selected server.  (Note that ControlPoint uses the selected Web application's Application Pool identity acount as the Service Account).

c)Specify a ControlPoint Configuration Site Collection Administrator account.

d)If the server is configured for SSL and you want it  to be used to access ControlPoint,  for Use SSL? select Yes, then select a Trusted Certificate.

Configure WAP New Completed

12Click [Next].

13Click [Start Deployment].

Installer DEPLOY CONTROLPOINT

14When the deployment has completed, click [Finish].-

If you are installing ControlPoint for SharePoint 2010 or later, the Configure Services dialog displays, asking if you want to configure services.

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