Veritas Alta™ SaaS Protection Administrator's Guide
- Section I. Introduction to Veritas Alta™ SaaS Protection
- Section II. Administration portal
- Section III. Manage users and roles
- Section IV. Manage searches/eDiscovery/cases
- Section V. Configure policies
- Section VI. Perform restores
- About restore
- Prerequisites for restore
- Restore dashboard
- Restore Exchange Online mailboxes
- Restore SharePoint Online Sites and data
- Restore SharePoint/OneDrive/Teams Sites and data
- Restore Teams chats and Teams Channel conversations
- Restore Audit logs
- Restore Box data
- Restore Google Drive data
- Restore Gmail data
- Restore Salesforce data and Metadata
- Restore Entra ID objects
- Restore Slack data
- Restore data to File server
- Restore options
- Section VII. Perform data share
- Section VIII. Perform data downloading
- Section IX. Add and configure connectors
- About connectors
- About connectors
- Overview of connectors
- Configuring the capture scope
- Configuring credentials
- Apps Consent Grant Utility
- Exchange Online connector
- Adding Exchange Online connectors
- Configuring the capture scope for Exchange connectors
- Configuring the capture scope for Exchange connectors
- SharePoint Online connector
- Teams Sites collections connector
- OneDrive connector
- Teams chat connector
- Audit log connector
- Google Drive connector
- Gmail connector
- Salesforce connector
- Entra ID (Azure AD) connector
- Box connector
- Slack connector
- EML connector
- Managing connectors
- About connectors
- Section X. Perform backups
- Section XI. Backup limitations
- Section XII. Events
- Section XIII. Manage Stors (Storages)
- Section XIV. Manage Scopes
- Section XV. Manage auditing
- Section XVI. Known Issues
Adding/updating Tagging policies
If the policy is configured to run in Production mode, the Tag is applied to all items meeting the selection criteria.
To add/update the Tagging policies
- Access the Administration portal.
The home page of the Administration portal is displayed.
- Click Tagging.
- On the left, click Tagging policies.
- Do one of the following:
To add a new policy, click New policy.
To update existing policy, click the name of the policy.
- On the Create policy page, do the following:
Enter a descriptive name for the policy. This name is displayed in policy drop-down lists on several pages.
From the Stor name drop-down list, select the Stor where you want to create the tier policy.
Select one of the following schedules to run the policy:
One time: Runs as per the policy interval settings, and then its schedule changes to Never.
Continuous: Runs as per the policy interval settings.
Date range: Lets you specify a From and To date range to run the policy.
Never: Set this option if you are not ready to run the policy or want to stop the policy from running. The schedule of the One time policies is converted to Never after its runs.
Select one of the following modes as required:
Preview: Lists the items for tagging.
To ensure that you understand fully the scope of data that will be tagged, run the policy in Preview mode initially.
Production: Tags the items as per policy.
By default, the policy is disabled; it is saved but cannot not run. Toggle the Status option to enable the policy.
As soon as the policy is enabled, it runs per the schedule set in the Schedule section.
Select the required tag from the drop-down list.
To filter data, do the following:
Click Add a filter.
From the drop-down list, select the required criteria such as Last accessed date, Data owner, and so on.
Select the operator from the drop-down list.
Enter values based on which you want to apply policy.
You can add multiple filters as required. The <Remove filter> icon next to the added filter helps remove the filter from this policy.
For Cool tier policies, it can be useful to add a clause for Archived At. It is the date when the file was uploaded to Veritas Alta SaaS Protection. The default or older than one month is typically sufficient as it ensures that the data has time for any post-processing, such as full-text indexing; while on the Hot tier where the data has the lowest access costs. Archive tier policies automatically exclude data based on the Stors storage tiering settings for the last accessed and items captured in the last N days. The policy runs according to the Policy Evaluation Interval for the selected Stor.
Click Create to add a policy.
While you editing the policy, the Update option is displayed. Click it to save the changes.
The policies are displayed on the
page under the Stor for which you have added the policy.Adding Location filter |
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The locations will be added based on the imported CSV file. |