ControlPoint 8.10 - for Microsoft 365 User Guide

Selecting List Items on Which to Perform a ControlPoint Operation

Some ControlPoint operations can be performed on individual items within a list or library.  If the option to act on folders/items is available, a Choose link displays in the Include Children column for the list.  (If you do not select individual folders/items, the operation will be performed on the list itself.)

NOTE For a multi-farm operation, you can only choose items from lists in the home farm.  For lists in remote farms, the operation can only be performed on the list itself.

To include both the list itself and all of its child items:

In the Selection section, check the Include Children checkbox.

NOTE:  The Include Children checkbox will not be visible if the operation requires that you select items explicitly.  (Copy/Move List Items is a notable example).

To specify folders and items to include (with or without the list itself):

1Click the Choose link to display the List Item picker.

A pop-up window displays all of the items at the top level of the list hierarchy.  If you want to display items within folders and subfolders, click the folder in the tree in the left pane.  (You can drag the border between the left and right pane to resize, or click the arrow to open/close the left pane).

You can sort or filter list items by most of the column headers.

If more than one view has been defined for a list or folder, you can select a different view from the Select view drop-down.

2Use the information in the following table to determine the appropriate action(s) to take.

NOTE:  Normally, as you select items, the Total Selected Items value is updated automatically.  Exceptions are if you check the box in the header to select all items then deselect items individually or if you select items by highlighting rows instead of explicitly clicking checkboxes.  For both of these cases, you will need to click the Calculate Total link to update this value.

3If, after you have finished selecting items you want to trim the list to display only selected items, check the Show All Selected Items box.

4If you want to exclude the list itself (that is, perform the operation only on item(s) within the list, check the Remove Parent List from Selection box.

5When you have finished, click [Apply].

Adding Objects from the SharePoint Hierarchy to Your Selection

After you have initiated a ControlPoint operation from the SharePoint Hierarchy, you can easily add objects to your selection using the Add to Selection menu option.

EXCEPTIONS:

You cannot add an object to your selection if the operation:

·has not yet been chosen from the menu

·is already within the scope of your selection (for example, you are attempting to add a site collection within a Web application that has already been selected)

·is not relevant for the object (for example, you initiated a Site Permissions analysis then attempted to add a list to your selection)

·can only be performed on a single object.  

NOTE:  If you attempt to add an object to an operation that can only be performed on a single object, it will replace the object that was originally selected.  

Saving and Re-Using a SharePoint Object Selection

If you frequently perform ControlPoint operations on the same set of SharePoint objects, you can save your selection to a local drive or network file share as an XML file. You can then upload the file on an as-needed basis, and eliminate the need to select the same set of objects whenever you perform a ControlPoint operation.

Only objects that are valid for the current operation will be included in the scope.  For example:

·If your selection includes list items and you initiate an operation that is not valid for list items, those items will be excluded from scope.

·If you initiate an operation that can only be performed on a single object, the option to upload a selection from XML will not be available.

Generally, a selection saved on one farm cannot be uploaded to a different farm.  

EXCEPTION: In a multi-farm environment, if a saved selection include items from more than one farm and you have initiated a ControlPoint operation that can act on multiple farms, it can be uploaded to any farm involved in the operation.

Once you have initiated an operation then upload a selection from XML, you have the option of replacing the current selection with the selection in the XML file or adding to it.  It is important to note, however, that if you chose to add to the current selection and one group of objects is within the scope of the other (for example, the saved selection includes objects within the scope of the existing selection), the larger scope will be applied.  

To save a selection to an XML file:

1Initiate a ControlPoint operation for the selection you want to save.

2In the Selection pane, click the Save selection link.

The Download File dialog displays.

3Click [Download] to display the File Download dialog.

4Click [Save] then save the file to the local or network location of your choice.

NOTE:  It is recommended that you change the default file name, Selection.XML, to a name that is unique and descriptive.

5When the file has finished saving, click [Close] to dismiss the open dialogs.

To upload a selection from an XML file:

1Initiate the ControlPoint operation you want to perform.

2In the Selection section, click the Upload Selection link.

3Click [Browse] and navigate to the file you want to upload.

4The path to the file displays in the field to the left of the [Browse] button.

5Click [Upload] to move the file path to the field below.

6If you want the uploaded selection to Replace Existing Selection, check this box.

NOTE:  If you leave this box unchecked, the uploaded selection will be appended to the current selection.

7Click [Apply].

Selecting Users on Which to Perform a ControlPoint Action or Analysis

When you initiate a ControlPoint action or analysis that involves SharePoint users, the Parameters section of the workspace includes the standard SharePoint "People Picker" for selecting the user(s) you want to include.

If you initiate an operation by selecting one or more users from the SharePoint Hierarchy, the People Picker will be pre-populated with the selected user(s).

You can:

·perform the operation on all SharePoint users (by leaving the People Picker blank)

OR

·select one or more individual users.

M

IMPORTANT:  Currently the People Picker cannot resolve Microsoft 365 Groups (or the names of users whose permissions are granted only through an Microsoft 365 Group).  If the People Picker is left blank, Microsoft 365 Groups will be included in analysis results, but group membership cannot be expanded.  Only Security groups and their members can be resolved and expanded.