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.  
      SaaS applications supported for data protection
    5.  
      Operational workflow
    6. Administration portal
      1.  
        Analytics
      2.  
        About the System page
  2. 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
  3. 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
  4. 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
  5. Add connectors
    1.  
      Features of connectors
    2. Overview of adding connectors
      1.  
        Configure General settings
    3.  
      Connectors page
    4.  
      Connector status
    5.  
      Support matrix for Microsoft 365 connectors
    6. 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
    7. 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
    8. 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
    9. 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
    10. Add Teams chat connectors
      1.  
        Configure the capture scope for Teams chat connectors
      2.  
        Teams chat connector limitations
    11.  
      Configure User filter
    12.  
      Configure Group filter
    13.  
      Configure Filter folder
    14.  
      Configure credentials using Manual mode
    15.  
      Assign M365 apps to M365 connectors
    16.  
      M365 apps status
    17.  
      M365 apps recovery
    18.  
      Approve M365 apps manually
    19.  
      Approve M365 apps using App Consent Grant utility
    20.  
      Configure Custom backup policy
    21. Add Audit Log connectors
      1.  
        Audit log connector limitation
    22.  
      Support matrix for Google connectors
    23.  
      Prerequisites to add Google Drive connectors
    24. Add Google Drive connectors
      1.  
        Configure the capture scope for Google Drive connectors
      2.  
        Google Drive connector limitations
    25. Add Gmail connectors
      1.  
        Configure Capture scopes for Gmail data
    26. 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
    27. Add Entra ID (Azure AD) connectors
      1.  
        Limitations for Entra ID connector
    28. Add Box connectors
      1.  
        Configure capture scope for Box data
      2.  
        Box connector limitations
    29.  
      Add Slack connectors
    30. Add Email/Messages
      1.  
        Prerequisite
      2.  
        Adding EML/Messages connectors
    31.  
      Edit connectors
    32.  
      Delete connectors
  6. Apps Consent Grant Utility
    1.  
      About the Apps Consent Grant Utility
    2.  
      Prerequisites to download and install the Apps Consent Grant Utility
    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
  7. 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?
  8. 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
  9. Manage backed-up data
    1.  
      Browse backed-up data
    2. Share data
      1.  
        Remove data sharing
  10. 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
  11. Perform restores using Export Utility
    1. 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
  12. Restore dashboard
    1.  
      About Restore dashboard
    2.  
      Restore job statuses
    3.  
      How to cancel a restore job?
    4.  
      View the restore events
  13. 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
  14. 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
  15. 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
  16. General administrative tasks
    1.  
      View upgrade history
    2.  
      Configure the Administration portal
    3.  
      Auditing
  17. 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
  18. Managing Scopes
    1.  
      About Scopes
    2.  
      Enabling Scopes
    3.  
      Configuring Scopes
    4.  
      Using Scopes
  19. Known Issues
    1.  
      Know Issues

How to add a filter?

An example to add a filter is described as follows:

  • Click Add a filter.

  • Select the Last modified option.

  • Set the required value on the calendar that is displayed on the screen.

  • Set the required operator, like equal, after, and so on.

  • Click Create.

  • A few operators for the Last modified filter are described as follows:

    • Before: The policy is applied to the data which is accessed before the specified date and time.

    • After: The policy is applied to the data which is accessed after the specified date and time.

    • Between: The policy is applied to the data which is accesses within a specified date and time range.

    • Then select the required retention period from the Retention period section as 1 month.

      This example retains the data last accessed with the specified date and time. No policy can delete or modify the specified data.