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)
About Salesforce protection
Cohesity Alta SaaS Protection supports protecting the following data in the Salesforce organization using the Cohesity Alta SaaS Protection Salesforce connector. It supports the backup and restore of the following:
Data
File/attachments/Salesforce CRM
Metadata
Salesforce data includes objects, records, files, attachments, documents, and Salesforce CRM Content. Salesforce metadata includes layouts, profiles, object schemas, permission sets, Apex classes, workflows, reports, dashboards, and more.
By default, the connector backs up all objects except Feed, History, and Share objects. The connector supports the backup and restore of shared libraries. Cohesity Alta SaaS Protection supports the backup and restore of encrypted data in Salesforce using SecureShield or any other third-party encryption product.
The Salesforce connector supports various Salesforce clouds, editions, organizations, and environment types, ensuring seamless integration and functionality across multiple use cases. It also supports SecureShield and commonly used AppExchange Apps. Cohesity Alta SaaS Protection also supports backup and restore for Salesforce's Summer 2024 release.
Salesforce clouds:
Sales
Service
Field Services
Salesforce Industries - Manufacturing (formerly known as Vlocity)
Salesforce editions:
Enterprise
Unlimited
Performance
Salesforce organizations:
Enterprise
Partner Enterprise (Structured data and Metadata only)
Salesforce environment types:
Production
Sandbox
Support for commonly used AppExchange Apps
The Salesforce connector includes features such as incremental backups for most standard and all custom objects, and sandbox seeding for testing and development scenarios. With support for granular data backup and restore, point-in-time restores, and content browsing, the Salesforce connector ensures efficient and precise data recovery.
Additionally, it supports SecureShield, commonly used AppExchange apps, parallelism for faster backups, and provides robust data validation options and permission management.
After the first full backup, all subsequent backups are incremental for the majority of the standard and all the custom objects.
Note:
Metadata backup is always a full backup.
The creation of sandbox environments by seeding them with backed-up data allows for realistic testing and development scenarios. Cohesity Alta SaaS Protection supports restore of common use cases, such as:
Production to sandbox
Sandbox to sandbox
Parallelism during backup operations to minimize the time required to complete the job.
There is full support for additional features such as SecureShield and commonly used AppExchange apps within the Salesforce environment.
There is support for point-in-time restore letting you restore records and objects for the selected recovery points along with nested child and parent object records.
This ensures integrity between records after the restore.
The page enables you to view recovery points and the space occupied by the recovery points within the Stors of Cohesity Alta SaaS Protection.
There is supports for selectively restoring specific elements of Salesforce, such as individual records or objects. You can also use advanced filters to select the required data.
The following metadata validations are supported before deployment:
Validate and Restore (Deploy): Validate the selected metadata-compressed components for dependencies and perform the restore.
Validate Only: Validate only the selected metadata-compressed components for dependencies.
The support for content browsing and restore includes:
Point-in-time views for accessing historical data.
Ability to view backed-up objects, each having its own schema.
Ability to view and download metadata.
Ability to view and restore specific objects or records.
Ability to select records for the restore using filter criteria. You can preview child object data records before running the actual restore.
Wizard-based data and metadata restores.