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Metalogix ControlPoint 8.5 - O365 User Guide

Getting Started with ControlPoint Using Discovery to Collect Information for the ControlPoint Database Cache Searching for SharePoint Sites Managing SharePoint Objects Managing Audit Settings Managing Metadata Managing SharePoint User Permissions Data Analysis and Reporting Scheduling a ControlPoint Operation Saving, Modifying and Executing Instructions for a ControlPoint Operation Provisioning SharePoint Site Collections and Sites Using Sensitive Content Manager to Analyze SharePoint Content for Compliance Using ControlPoint Sentinel to Detect Anomalous Activity Default Menu Options for ControlPoint Online Users About Us

Getting Started with ControlPoint

Metalogix ControlPoint for Office 365 (ControlPoint Online) is a Web-based tool that runs as a SharePoint application and facilitates the management of multiple SharePoint objects ( site collections, sites, lists, libraries, and items) and users within a SharePoint farm.  In addition to enabling you to navigate throughout a SharePoint Online tenant using a single interface, ControlPoint offers a number of powerful search and data analysis tools as well as value-added features not currently available in SharePoint.

Launching ControlPoint Online

To use ControlPoint Online, you must be a Site Collection Administrator for the site collection that hosts the ControlPoint Online Configuration Site.  Upon launching ControlPoint, you will first be prompted to authenticate with Microsoft Online using your O365 account credentials.  

MS Login

IMPORTANT: If you are using Internet Explorer or Edge and the Sign in dialog continually prompts for your account without proceeding to the Password prompt, refer to the topic "I am Continually Prompted to Log Into ControlPoint but the Login Never Completes" in the Troubleshooting section of the ControlPoint for Office 365 Administrator Guide for information on how to resolve the issue.

If that authentication is successful, a token will be returned to ControlPoint Online, which will then determine if the account is a valid ControlPoint Online user.

Use one of the following options to launch the ControlPoint Online application.

From your workstation browser:

Enter https://<machine_name>:<port_number>/_layouts/axceler/xcmain.aspx.

(The server machine name is the name of the machine on which the ControlPoint client application is installed.  2828 is the default port number for the MetalogixOnline application pool.)

From the machine on which ControlPoint Online has been installed:

1Log into the server using the account that was designated as the ControlPoint Service Account at the time the ControlPoint Online application was installed.

2From the Windows Start menu, choose Programs > Metalogix > ControlPoint_Online> Launch ControlPoint Online Application.



The ControlPoint Configuration Site

The ControlPoint Configuration site is a SharePoint site that is integral to your ControlPoint Online installation.

This site is used primarily for managing ControlPoint users and permissions and configuring menus that display in the ControlPoint left navigation pane.  

You can access the site's administration pages and ControlPoint value-added features from the SharePoint Hierarchy panel.

If you have sufficient permissions (regardless of whether you are the site collection administrator), you can access the site's home page:

·from the SharePoint Hierarchy panel, by right clicking the ControlPoint Configuration Site - Root Site and choosing Open Site.

ControlPoint Configuration Cloud OPEN2

·from the Manage ControlPoint panel by choosing ControlPoint Configuration > ControlPoint Configuration Site.

ControlPoint Configuration OPEN 2


The ControlPoint Interface

The ControlPoint interface employs a two-pane design. From the left (navigation) pane, you can select the SharePoint object(s) on which you want to operate and initiate the operation.  The right (workspace) pane is where the feature you choose is displaye

Whenever you log into ControlPoint or refresh your browser, the right pane displays a dashboard which includes:

·statistical information about your SharePoint farm

NOTE:  This information is updated whenever you log in, as well as whenever the ControlPoint application pool is restarted.  Data stays cached for sixty minutes.  If you log in again after sixty minutes, the data is refreshed.




SharePoint Summary

If Discovery has been run, the data is taken from the ControlPoint Service (xcAdmin) database; if Discovery has not been run, the data is taken directly from SharePoint.

Sites Created in the Last 30 Days

The data is taken from SharePoint Search engine.

NOTE:  If for some reason Search engine is not configured to provide the data, the chart will not display.

Top Site Collections by Size

The data is taken from the SharePoint Search engine. ControlPoint security trimming applies.  That is, you will see the top ten site collections that you have access to regardless of whether they have been configured for ControlPoint.

·quick links to some of ControlPoint's most powerful functionality

·links to the Quest Customer Portal as well as ControlPoint user documentation on the Quest website.

If a ControlPoint operation is launched from the dashboard,you must select the object(s) on which to perform the operation using the Change Selection option.

CP Online Interface


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