Cohesity Alta SaaS Protection Administrator's Guide
- Introduction to Cohesity Alta SaaS Protection
- Cohesity Alta SaaS Protection Copilot (AI chatbot)
- Cohesity Alta SaaS Protection Administrator portal (Web UI)
- Supported SaaS workloads
- Workflow to protect data using Cohesity Alta SaaS Protection
- Manage users and roles
- API permissions
- What is a connector?
- What is a connector?
- About transient errors
- Overview of adding connectors
- Configure General settings
- Configure Capture scope
- Configure User filter
- Configure Group filter
- Configure Folder filter
- Configure credentials
- Configure Custom backup policy and guidelines
- Configure Delete policy for SharePoint Online and guidelines
- Configure Stubbing policy
- Guidelines to configure Stubbing policy for SharePoint Online
- Schedule a backup
- Configure email addresses to get notifications
- Review configuration and edit/save/initiate backup
- Connectors page
- Connector status
- Edit connector configuration
- Delete connectors
- Pre-requisites to setup protection for M365
- Protect Microsoft 365 Multi-Geo tenant
- Protect Exchange Online data
- Protect SharePoint sites and data
- Setting up SharePoint Online protection with Cohesity Alta SaaS Protection
- Backup and restore support for SharePoint Online
- End-user SharePoint data access in Cohesity Alta SaaS Protection
- Run the Delete and Stubbing policies to the SharePoint Online environment
- Backup limitations for SharePoint Online
- Protect Teams sites
- Protect OneDrive data
- Protect Teams chats
- Protect GoogleDrive data
- Protect Gmail data
- Protect Audit logs
- Protect Salesforce data and metada
- Protect Entra ID objects
- Protect Box data
- Protect Slack data
- Protect Email/Message data
- Configure Retention policies
- Perform backups
- View and share backed-up data
- Analytics
- About analytics
- Analytics page and refresh behavior
- Aggregation buckets
- Gain insights into storage utilization
- Gain insights into storage utilization for Entra ID and Salesforce connectors
- Gain insights into blocked activities, most active users, and more
- Gain insights into data volume (size and item count) on legal hold
- Gain insights into data volume (size and item count) saved in different Enhanced cases
- Gain insights into data volume (size and count) under different policies
- Gain insights into data volume (size and item count) under different Tags
- Gain insights into data volume (size and item count) under different Tags behaviors
- Gain insights into storage savings after deduplication and compression
- Gain insights into data ingestion trends
- Perform restores using Administration portal
- About restore
- Prerequisites for restore
- Restore Exchange Online mailboxes
- Restore SharePoint/OneDrive/Teams Sites and data
- Restore Teams chat messages and Teams channel conversations
- Restore O365 audit logs
- Restore Box data
- Restore Google Drive data
- Restore Gmail data
- About Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding
- Guidelines for Schema changes in Salesforce organization to prevent restore failures
- Restore Standard and Custom objects (Structured data restore)
- Custom Object restore - post processing steps
- Restore specific Records (Structured data) using Query filters
- Restore Salesforce CRM Content (Unstructured data restore)
- Restore Salesforce files/documents in Public/Shared libraries (Unstructured data restore)
- Limitations of Salesforce Data restore
- Salesforce Objects not supported for restore
- Key considerations for Salesforce Metadata restore
- Restore Salesforce Metadata
- Limitations of Salesforce Metadata backup and restore
- About Entra ID (Azure AD) objects and records restore
- Restore Slack data
- Restore data to File server
- Set default restore point
- Configure Restore all, Restore all versions, Point-in-time, and Specific range restore options
- Configure email addresses for notifications
- Downloading an item
- Restore dashboard
- Install services and utilities
- About services and utilities
- Pre-requisites to download and install services and utilities
- Downloading services and utilities
- Where to install the services and utilities
- Installing or upgrading services and utilities
- Configuring service accounts for services and utilities
- About the Apps Consent Grant Utility
- Discovery
- Configure Tagging polices
- Configure Tiering policy
- Auditing
- Manage Stors (Storages)
Add/edit Ingestion WORM retention policies and guidelines
Before you implement retention policies on Cohesity Alta SaaS Protection, consider the following points:
Items that have a retention period assigned to them cannot be deleted.
Retention periods can only be extended, not shortened.
If an item has multiple retention periods, the longest one takes priority, except for when it is in WORM Pending status.
If an item falls under multiple retention policies, the policy that has WORM pending status plus the one based on the last modified or archival data takes priority.
Retention periods for existing item versions are applied by event-based retention, and new versions are verified periodically.
Item-level WORM policies apply retention periods to new items and versions during the writing process without affecting existing versions in storage (Stor).
Deleting a policy does not affect existing items under the retention period.
- Access the Administration portal.
The home page of the Administration portal is displayed.
- Click Retention.
- On the left, click Ingestion WORM retention policies.
- Do any of the following:
To add a new policy, click New policy.
To update an existing policy, click the name of the policy.
- On the Create policy page, do the following:
Enter an appropriate name for the policy.
From the Stor dropdown list, select the Stor for which the policy has to be added.
By default, the status of the policy is disabled; it is saved but will not run. Toggle the Status option to enable the policy.
Select any of the following options:
Last modified date: Select this option to create a policy based on the item's last modified date.
If a policy is set for a retention period of one month, the item cannot be deleted or modified in the Stor for one month from the last modified date.
Note:
Last modified date: The date on which a user has performed a modification to the item.
Archived date: Select this option to create a policy based on the item's archived date.
If a policy is set for a retention period of one month, the item cannot be deleted or modified in the Stor for one month from the archived date.
Note:
Archive date: The date on which the item was previously backed up to Cohesity Alta SaaS Protection.
Select the required retention period from the Retention period section. (In days, months, or years).
(Optional) Configure filters to include or exclude specific locations or data from having the policy applied.
See How to add a Location filter?.
See How to add a filter?.
Click Create to add a policy or click Update to save the changes.
The policy is displayed on the page under the storage (Stor) for which you have added the policy.
When a policy is configured and enabled it enforces retention periods during which items cannot be deleted or modified.