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Metalogix ControlPoint 8.5 - User Guide

Preface Getting Started with ControlPoint Using Discovery to Collect Information for the ControlPoint Database Cache Using ControlPoint Dashboards Searching for SharePoint Sites Managing SharePoint Objects 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 Running Instructions for a ControlPoint Operation Using the ControlPoint Governance Policy Manager 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

Viewing/Editing a ControlPoint Policy

From the Manage ControlPoint Policies interface you can access a ControlPoint policy whose details you want to view or edit.

To access a ControlPoint policy's details:

From the Manage ControlPoint Policies table, click the policy's Edit icon ().

The Update ControlPoint Policy page opens in a separate browser window.

To edit the policy:

1Modify the appropriate fields as you would for Creating a ControlPoint Policy.

Update CP Policy

2To save changes click [Update].


Deleting ControlPoint Policies

From the Manage ControlPoint Policies page you can delete one or more ControlPoint policies.  

NOTE:  If you delete a policy, it will no longer be included in the ControlPoint Policies Report.  You can, alternatively, deactivate a policy—which would also give you the option of reactivating it at a later time—via the Update ControlPoint Policy page.

To delete one or more selected ControlPoint policies:

1In the ControlPoint Policies table, check the Selected box for each policy you want to delete.  

If you want to delete all policies, click Select All.  (Note that, if the ControlPoint Policies table contains more than one page, policies on all pages will  be selected).

2Click [Delete selected policies].

Delete CP Policies


Re-Registering a New Site Collection for a Policy

Whenever you add a Web application or site collection to the scope covered by a policy, you must "re-register" the policy so that the new objects will be assigned to the SharePoint event handlers that watch for the actions covered by the policy.  

You can either:

·re-register one or more policies in real time (for example, as soon as a new site collection or subsite is added)


·schedule the re-registration of all policies to run either one time or on a regular basis (such as nightly) to ensure that new site collections/subsites will always be added to policies.

Manage CP Policies

To Re-register Selected Policies:

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

If you want to re-register ...

Then ...

selected policies immediately*

·Check the Select box each policy you want to re-register.

·Click [Re-register Selected Policies].

all policies immediately*

click [Re-register All Polices].

all policies on a one-time or recurring schedule

·Open the Schedule Re-Register All panel.

·Schedule the re-registration to run at a later time and/or on a recurring basis.

Reregister Policies SCHEDULE

*CAUTION: Depending on the number and scope of the policies you are re-registering, the process may be time- and resource-intensive.  


Managing SharePoint User Permissions

ControlPoint includes a variety of value-added actions that facilitate the management of SharePoint users, groups, and permissions:

These actions are accessible from various levels of the hierarchy, enabling you to act on a single site collection or site, multiple site collections, sites, and/or lists within a Web application, or across the entire farm.  

EXCEPTION:  You cannot use these actions to manage user permissions for the SharePoint Central Administration site.

From the ControlPoint left navigation pane, you can also link directly to SharePoint pages for managing users and permissions.


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