Veritas Alta™ SaaS Protection Administrator's Guide

Last Published:
Product(s): Veritas Alta SaaS Protection (1.0)
  1. Introduction to Veritas Alta™ SaaS Protection
    1.  
      About Veritas Alta SaaS Protection
    2.  
      Features of Veritas Alta SaaS Protection
    3.  
      Architecture of Veritas Alta SaaS Protection
    4.  
      Supported SaaS workloads
    5.  
      Operational workflow
    6. Administration portal
      1.  
        Analytics
      2.  
        About the System page
  2. EDB and EDB compliance
    1.  
      Extra Data Backup (EDB)
  3. Active Directory synchronization
    1.  
      About Active Directory (Entra ID) synchronization
    2.  
      Prerequisite
    3.  
      Features required Active Directory (Entra ID) synchronization
    4.  
      Limitations if Active Directory (Entra ID) synchronization is not enabled
    5.  
      How to enable Active Directory (Entra ID) synchronization
  4. Manage users and roles
    1.  
      Role-based access control
    2.  
      User permissions
    3. Permissions tab
      1.  
        Users and groups page
      2.  
        Roles page
      3.  
        Unrecognized users page
      4.  
        Settings page
  5. API permissions
    1.  
      API permissions for Exchange Online
    2.  
      API permissions for SharePoint, OneDrive for Business, and Teams Sites Collections
    3.  
      API permissions for Teams chat
    4.  
      API permissions for Gmail and Google Drive
  6. Add connectors
    1.  
      Features of connectors
    2. Overview of adding connectors
      1.  
        Configure General settings
    3.  
      Connectors page
    4.  
      Connector status
    5. Add Exchange Online connectors
      1. Configure the capture scope for Exchange connectors
        1.  
          Configure the capture scope to back up mailboxes of all users
        2.  
          Configure the capture scope to back up mailboxes of all users using the Rolling mailbox scope option
        3.  
          Configure the capture scope to back up the mailboxes of users using the Alphabetical mailbox scope option
        4.  
          Configure the capture scope to back up the mailboxes of specific users only
        5.  
          Configure the capture scope to back up mailboxes from specific domains only
        6.  
          Configure the capture scope to back up Group/Teams mailboxes
        7.  
          Configure the capture scope to back up Public folders
    6. Add SharePoint Online connectors
      1.  
        Supported and unsupported SharePoint Settings and Types for backup and restore
      2.  
        Supported Sites and List templates for backup and restore
      3.  
        Supported SharePoint permission objects for backup and restore
      4. Configuring the capture scopes for SharePoint connectors
        1.  
          Configuring the capture scope to back up all SharePoint site collections
        2.  
          Configuring the capture scope to back up specific SharePoint sites only
        3.  
          Configuring the capture scope to back up only specific sites using the Rolling site collection scope option
      5.  
        Delete policy for SharePoint environments
      6.  
        Stubbing policy for SharePoint Online
      7.  
        Run Delete and Stubbing policies to the SharePoint Online environment
      8.  
        SharePoint Online connector limitations
    7. Add Teams site collections connectors
      1. Configure the capture scope for Teams site connectors
        1.  
          Configure the capture scope to back up all Team site collections
        2.  
          Configure the capture scope to back up specific Team sites only
        3.  
          Configure the capture scope to back up only specific Team sites using the Rolling site collection scope option
      2.  
        Teams site collections connector limitations
    8. Add OneDrive connectors
      1. Configure the capture scope for OneDrive for Business connectors
        1.  
          Configure the capture scope to back up all OneDrive site collections
        2.  
          Configure the capture scope to back up specific OneDrive sites only
        3.  
          Configure the capture scope to back up only specific OneDrive sites using the Rolling site collection scope option
    9. Add Teams chat connectors
      1.  
        Configure the capture scope for Teams chat connectors
      2.  
        Teams chat connector limitations
    10.  
      Configure User filter
    11.  
      Configure Group filter
    12.  
      Configure Filter folder
    13.  
      Configure credentials using Manual mode
    14.  
      Assign M365 apps to M365 connectors
    15.  
      M365 apps status
    16.  
      M365 apps recovery
    17.  
      Approve M365 apps manually
    18.  
      Approve M365 apps using App Consent Grant utility
    19.  
      Configure Custom backup policy
    20. Add Audit Log connectors
      1.  
        Audit log connector limitation
    21.  
      Prerequisites to add Google Drive connectors
    22. Add Google Drive connectors
      1.  
        Configure the capture scope for Google Drive connectors
      2.  
        Google Drive connector limitations
    23. Add Gmail connectors
      1.  
        Configure Capture scopes for Gmail data
    24. About the Salesforce connector
      1.  
        Prerequisites to add Salesforce connectors
      2.  
        Add Salesforce connectors
      3.  
        Upload a certificate to the Salesforce organization
      4.  
        Limitations of Salesforce connector
      5.  
        Salesforce Objects not supported for backup
    25. Add Entra ID (Azure AD) connectors
      1.  
        Limitations for Entra ID connector
    26. Add Box connectors
      1.  
        Configure capture scope for Box data
      2.  
        Box connector limitations
    27.  
      Add Slack connectors
    28. Add Email/Messages
      1.  
        Prerequisite
      2.  
        Adding EML/Messages connectors
    29.  
      Edit connectors
    30.  
      Delete connectors
  7. Apps Consent Grant Utility
    1.  
      About the Apps Consent Grant Utility
    2.  
      Pre-requisites to download and install services and utilities
    3.  
      Downloading the Apps Consent Grant Utility
    4.  
      Installing or upgrading the Apps Consent Grant Utility
    5.  
      Post-installation activities for the Apps Consent Grant Utility
  8. Add Retention policies
    1.  
      About WORM policies
    2.  
      Ingestion WORM policies page
    3.  
      Points to consider before adding retention policies
    4.  
      Add/edit Ingestion WORM retention policies
    5.  
      Add/edit At-Rest WORM retention policies
    6.  
      About Deletion policy
    7.  
      Add/edit Deletion policies
    8.  
      View deletion history
    9.  
      How to edit the policy evaluation interval?
    10.  
      How to add a Location filter?
    11.  
      How to add a filter?
  9. Perform backups
    1.  
      Perform on-demand/ad-hoc backup
    2. View backup events
      1.  
        About Event suppression
      2.  
        Create event suppression rules
    3.  
      Viewing backup tasks details
  10. Manage backed-up data
    1.  
      Browse backed-up data
    2. Share data
      1.  
        Remove data sharing
  11. Perform restores using Administration portal
    1.  
      About restore
    2.  
      Prerequisites for restore
    3.  
      Restore Exchange Online mailboxes
    4. Restore SharePoint/OneDrive/Teams Sites and data
      1.  
        Restore of OneDrive, Microsoft 365 Group, and Microsoft Teams sites
      2.  
        Limitations of SharePoint Online data and sites restore
    5. Restore Teams chat messages and Teams channel conversations
      1.  
        Limitations of Teams chat data restore
    6.  
      Restore O365 audit logs
    7. Restore Box data
      1.  
        Limitations of Box data restore
    8. Restore Google Drive data
      1.  
        About the overwrite restore behavior for Box/Google Drive data
    9.  
      Restore Gmail data
    10. About the Salesforce Data, Metadata, and CRM Content restore
      1.  
        Restore Standard and Custom objects (Structured data)
      2.  
        Custom Object restore - post processing steps
      3.  
        Restore specific Records (Structured data) using Query filters
      4.  
        Restore Salesforce CRM Content (Unstructured data)
      5.  
        Limitations of Salesforce Data restore
      6.  
        Considerations for Salesforce Metadata restore
      7.  
        Restore Salesforce Metadata
      8. Limitations of Salesforce Metadata backup and restore
        1.  
          Salesforce Objects not supported for restore
    11. About Entra ID (Azure AD) objects and records restore
      1.  
        Permissions requirement
      2.  
        Best practices to restore Entra ID objects
      3.  
        Restore an Entra ID object
      4.  
        Restore specific records within Entra ID objects
    12.  
      Restore Slack data
    13.  
      Restore data to File server
    14.  
      Set the default restore point
    15.  
      Configure Restore all, Restore all versions, Point-in-time, and Specific range restore options
    16.  
      Configure email addresses for notifications
    17.  
      Downloading an item
  12. Perform restores using Export Utility
    1.  
      Standard guidelines for Export Utility
    2. Restoring the SharePoint site data and Discovery case
      1.  
        Configure a SharePoint connection using the Basic authentication
      2.  
        Configure a SharePoint connection using the Modern/OAuth authentication
      3.  
        Configure a SharePoint connection using the App Registration authentication
  13. Restore dashboard
    1.  
      About Restore dashboard
    2.  
      Restore job statuses
    3.  
      How to cancel a restore job?
    4.  
      View the restore events
  14. Install services and utilities
    1.  
      About services and utilities
    2.  
      Pre-requisites to download and install services and utilities
    3.  
      Downloading services and utilities
    4.  
      Where to install the services and utilities
    5.  
      Installing or upgrading services and utilities
    6.  
      Configuring service accounts for services and utilities
    7.  
      Configuring the Export service
    8.  
      Configuring the Export utility
    9.  
      Configuring the File copy utility
  15. Discovery
    1.  
      About eDiscovery/searches
    2.  
      Add search templates
    3.  
      Add Discovery cases
    4.  
      Perform ad hoc search and add data to Discovery cases
    5.  
      View data in Discovery cases
    6.  
      Edit Discovery cases
    7.  
      DeleteDiscovery cases
    8.  
      Assign Discovery cases to users
  16. Add Tagging polices
    1.  
      About the Tagging policy
    2.  
      Add Tags
    3.  
      Add/edit Tagging policies
    4. Adding regular expressions
      1.  
        RegEx and query examples for PII detection
  17. Add Tiering policy
    1. About the Tiering policy
      1.  
        Storage tiering and full-text search
      2.  
        User experience on storage tiering
      3.  
        Priority for storage Tiering
    2.  
      Add/edit Tiering policies
  18. General administrative tasks
    1.  
      View upgrade history
    2.  
      Configure the Administration portal
    3.  
      Auditing
  19. Manage Stors (Storages)
    1.  
      Viewing Stors (Storages)
    2.  
      Requesting a new Stor
    3.  
      General tab
    4.  
      Metadata tab
    5.  
      Statistical policies tab
    6.  
      Location-Mapping tab
    7.  
      Backup tab
    8.  
      Custodian Groups tab
    9.  
      Advanced tab
    10.  
      Analytics tab
  20. Managing Scopes
    1.  
      About Scopes
    2.  
      Enabling Scopes
    3.  
      Configuring Scopes
    4.  
      Using Scopes
  21. Known Issues
    1.  
      Know Issues

Limitations of SharePoint Online data and sites restore

The limitations for the restore of SharePoint Online data and sites are described in the following table:

Table:

Limitations

Description

Point-in-time restore of metadata.

The point-in-time restore of metadata for site collections, sub-sites, and lists is not supported because it maintains a single copy of their metadata.

Exception: This limitation does not apply to individual items.

Point-in-time restore of permissions.

Point-in-time restores of permissions are not supported as it maintains a single copy of permissions.

Restore of site and site collection settings.

Backup and restore of the following site and site collection settings are not supported:

  • Site collection and Site search settings.

  • Sort order within Regional settings.

  • Workflow settings under Site Administration.

The language settings are restored only for the following scenarios:

  • If the Site collection is created during the restore.

  • If the Site collection already exists, at least one language is selected under the Language settings> Available languages section in the Site settings.

Restore of the order in Quick Launch links.

When a site or sub-site is restored to a new location, the order of links in the Look and Feel > Quick Launch settings is not retained.

Recreation of Visio sites.

Recreating Visio sites from scratch is not supported.

Restore of missing SharePoint Group descriptions.

SharePoint Group descriptions are not restored when a site collection is restored to a new location.

Restore of the Managed metadata and Lookup Columns.

When a list is recreated, Managed Metadata and Lookup column types are skipped, and the data for these columns is not restored.

If the original column exists in the destination list with identical customization and the same name as in the backup, the data for these columns can be restored to the list.

Backup and restore of the List view.

List views are not included in the backup and restore process. When lists are recreated, the columns that are displayed in the default view at the time of backup are retained.

Restore of the Column in List.

The order of columns is not maintained when a list is restored from scratch, especially for calculated columns.

Restore of User References in List items.

When restoring list items with fields containing user references, the SharePoint app is displayed instead of the original user. It occurs with fields like a document or item's Author/Editor field, the Reply By field of a discussion item, and so on. The following scenarios may occur:

  • If the original user is not available in the directory.

  • If the user is external, sharing is disabled at the restore destination site.

Backup and restore of the advanced settings of the Lists.

Backup and restore of the following advanced settings of Lists are not supported:

  • Opening Documents in the Browser

  • Dialogs

  • Order of Survey questions

Restore of Location-Related Columns.

All location-related columns (for example, state, city) are created during restore.

Restore of the Access permissions.

In the case of SharePoint and OneDrive, you can restore the direct-access permissions that are assigned to users but not the link-based access permissions.

The restore of link-based access is not supported.

Restore of Wiki and Web Part pages.

Wiki and Web Part pages are not supported for backup and restore. If they do not exist at the destination, they are restored as empty pages. Also, restoring the Web Parts of the Pages is not supported.

Restore of Home.aspx.

Restore of Home.aspx is not supported.

Restore of comment's versions.

Backup and restore of the versions of comments and approval comments in the document is not supported.

Restore of Workflow activation.

The restore process does not turn off workflows during restore, which means the restore can initiate unintended workflows.

Restore of the List items with the approval requirements.

NetBackup cannot maintain the original author and date when restoring items to lists that require approval. NetBackup adds a comment indicating the original author and date to resolve this scenario.

Restore of the redirected Lists, Folders, or items.

For the redirected lists, folders, or items being restored to another site, SharePoint default group roles are not applied to any SharePoint object.

Restore of the Discussion Board Reply.

On the Discussion board, when a response to a message or reply is restored, it appears as a reply to the original discussion thread.

Restore of the unchanged OneNote files.

Any new OneNote file that is not backed up earlier remains unchanged and is not removed, even if the Overwrite items option is selected.

Tenant-to-Tenant Restoration.

An Access denied message is displayed when restoring a site collection to a different tenant's location. To resolve this error, disable the DenyAddAndCustomizePages permission on SharePoint Online for the site collections. This allows the necessary customization and configuration of the restored site collection in the new tenant's environment.

Restore of the Web Part page access.

When restoring a Web Part Page to a destination location, an Access denied message can be displayed. To resolve this error, disable the DenyAddAndCustomizePages permission on SharePoint Online for the site collection.

Restore of the duplicate items in site collection.

When restoring a site collection to another site collection, duplicate items are created at the destination due to metadata mismatches with default items in the Reusable Content list.

Duplicate Values error.

When restoring a list item, the error can be displayed due to the Enforce unique values setting from one of the list columns.

To restore the item manually download the item to your local computer.

Sub-site and list creation errors.

Sub-site and list creation can fail with errors.

It may refer to a non-existent file or folder. It may also refer to a valid file or folder that is not on the current web.

When it happens, the location in which the error has occurred needs to be restored again.

Identically Named Lists and sub-sites conflicts.

Restoring the sites that have more than one list or sub-site with the same title is not supported. During the restore operation, all the identically named lists and sub-sites are placed onto a single list and sub-site at the destination.

Restore of the reserved Column Names.

SharePoint Online reserves specific column names for its internal use. The restore process may fail if the reserved names are used as custom column names in a list.

Restore of the Default Site page.

When restoring a default site page over an existing site, the first published version is created.

Restore of the Image Column.

The list is restored when you restore an individual list with an image column to an alternate location. The images within the list are not restored because they have a dependency on the Site Assets document library.

When you perform a complete site restore to an alternate location, the image columns within the sites are restored as expected.

SharePoint index.

The backup and restore of the SharePoint index is not supported. When restoring items the SharePoint indexer will index the restored items in the background.

Information Protection Management setting enabled items

The files with the Information Rights Management (IRM) setting enabled should be restored to the same library or list at the time of the backup.

The IRM setting of the library should be unchanged, otherwise the file cannot be opened after its restore.

Note:

The SharePoint files for which the IRM setting is enabled at the time of backup cannot be opened after their download.

Restore of Sensitivity labeled items.

For the items with Sensitivity labels configured for encryption, only restores from scratch for a single version can be performed.

Restoring multiple versions and overwrite restores are not supported, as SharePoint does not allow the creation of a new version on top of such items.

Publishing and approval of items

The Restore all versions option must be selected in Veritas Alta SaaS Protection.

The following list level settings should be configured:

  • The Create major and minor (draft) versions option must be enabled in SharePoint Online.

  • The version number of the item must be a major version.

If all these conditions are met, the item will be published.

The item will be approved if the Content Approval option is enabled.