Veritas Alta™ SaaS Protection Administrator's Guide

To add a SharePoint Online connector

1. Access the Administration portal.

   The home page of the Administration portal is displayed.

2. Click Administration.
3. On the left, click Connectors.
4. Click + New Connector.
5. Click SharePoint.
6. Do the following to configure the general settings for the connector:

   • In the Connector name field, enter a name for a connector.

     The Type field displays the connector type.

   • The Stor dropdown list shows the designated storage for storing the backed-up data. If you want to change the Stor, you must contact Veritas Support.

   • The Machine field displays the Connector service to host this connector. If required, you can select the appropriate one from the list.

     You must contact Veritas Support for this change.

   • Optionally, enable the Enable email notification option if you want to receive notifications when the predefined error count threshold is exceeded during the backup process. Enabling this option adds an additional tab, Email notification, to the job creation workflow.

   • Click Next.

7. Configure the capture scope.

   • See Configuring the capture scope to back up all SharePoint site collections.

   • See Configuring the capture scope to back up specific SharePoint sites only.

   • See Configuring the capture scope to back up only specific sites using the Rolling site collection scope option.

8. Configure credentials.

   • If you want to use the Manual mode.

     See Configure credentials using the Manual mode.

   • If no or less number of apps are displayed on the page when you use the M365 App Registration mode.

     See Assign M365 apps to M365 connectors .

   • If the status of the assigned app is displayed as Inactive.

     See Approve M365 apps manually.

     See Approve M365 apps using the App Consent Grant utility.

9. Configure the custom backup policy.

   See Configuring Custom backup policy .

10. If you want to configure the Delete policy, click Enable this feature and on the Delete policy section, do the following:

    Important: Before enabling the Delete policy, you must read the SharePoint Delete policy guidelines to understand its implications. See Points to consider when configuring Delete policy for SharePoint environments .

    • Select the Items <Last modified> date older than <--> days check box.

    • Enter the number of days to specify the modified items that must be backed up.

      Note:

      This option is applied regardless of the items' size and type.

    • Select the Items size larger than __<--> check box to back up the items that are larger than the specified size.

      Note:

      This option is applied regardless of the items' last modified date and type.

    • Select the <Include/Exclude>items of type <Enter a file extension> check box and enter the extensions that should be included or excluded.

      Note:

      This option is applied regardless of the items' Last modified status and size.

      Note:

      This option is not applicable to the Google Drive connector.

    • Use the Locations to exclude option to exclude specific folders.

      Any folder that matches the provided name is excluded from the backup with its subfolders. The matching process is case-insensitive, and wildcards can be used.

      The exclusion criteria that is set in the Folder filter section for this connector take precedence over the criteria that is set here.

      • Click +Add location.

      • On the Location name page, enter the name of the folder that is to be excluded.

      • Click Add.

      The folders to be excluded are listed at the bottom of this section.

11. If you want to configure the Stubbing policy, on the Stubbing policy section, do the following:

    Important: Before enabling the Stubbing policy, you must read the SharePoint Stubbing policy guidelines to understand its implications. See Points to consider when configuring Stubbing policies for SharePoint environments.

    • Select the Items <Last modified> date older than <--> days check box.

    • Enter the number of days to specify the modified items that must be backed up.

      Note:

      This option is applied regardless of the items' size and type.

    • Select the Items size larger than __<--> check box to back up the items that are larger than the specified size.

      Note:

      This option is applied regardless of the items' last modified date and type.

    • Select the <Include/Exclude> items of type <Enter a file extension> check box and enter the extensions that should be included or excluded.

      Note:

      This option is applied regardless of the items' Last modified status and size.

      Note:

      This option is not applicable to the Google Drive connector.

    • Use the Locations to exclude option to exclude specific folders.

      Any folder that matches the provided name is excluded from the backup with its subfolders. The matching process is case-insensitive, and wildcards can be used.

      The exclusion criteria that is set in the Folder filter section for this connector take precedence over the criteria that is set here.

      • Click +Add location.

      • On the Location name page, enter the name of the folder that is to be excluded.

      • Click Add.

      The folders to be excluded are listed at the bottom of this section.

12. Click Next.
13. (Optional) Do the following to configure the next backup schedule:

    • Click + Add task.

    • On the Add task page, do the following:

      • Enter the time to start the backup in the Local start time field.

      • Enter the time duration in hours in the Duration in hours field. The backup stops if it exceeds the allotted time.

        In such a case, on the next backup, the remaining items from the previous backup and the new items are backed up.

      • Set the recurrence option for the backup schedule Recurrence section.

      • Click Add.

14. Click Next.

    (Optional) If you have enabled the Enable email notification options option while configuring the general settings to receive notifications, do the following:

    • Click Enable this feature > enter the email address.

    • Select the Send an email when error count exceeds check box > enter the number.

    • Click Next.

15. Do any of the following:

    • Click the corresponding Edit option to edit the configuration.

    • Click Save & Backup to save the connector and initiate the backup.

      After the backup starts, you can go to the Connectors page to view the progress of the backup. The status of the connector must be displayed as Running.

    • Click Save to save the connector. You can go to the Connectors page to view the status of the connector. The status must be displayed as Created.

      If the assigned apps are not active, the status is displayed as Pending app activation, and you cannot run backups using this connector. You are required to grant the admin consent for the assigned apps.

      See Approve M365 apps manually.

      See Approve M365 apps using the App Consent Grant utility.