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

Configuring the File copy utility

The File copy is used to support the migration of the data with stubs.

When migrating Seamless stubs from one server to another, it is recommended to install the File copy utility on the destination server.

Note:

It is recommended that you install and configure the Retrieval service before beginning to copy any stubbed data to avoid any interruptions with user retrievals.

Refer to the prerequisites and procedure to install the File copy utility.

See Installing or upgrading services and utilities.

File copy utility features:

  • Recreate the stubs, ensures that the tag on the data is correct, and prevents a restore during the process of stub recreation.

  • Preserve the dates and permissions of all files (stubbed and non-stubbed).

To configure the File copy utility

  1. Click Start > > File copy utility.
  2. In the File Copy utility, enter the source and the destination path to migrate the data.
  3. Optionally, perform the following steps:
    • Click Change Folder Exclusions to add the folders you want to exclude in the migration activity.

    • In the Configure folder exclusion window, add the exclusions, and then click OK.

    • Click Change Copy Options to review or change the options.

      • Existing Destination File Behavior: There are three options for Existing Destination File Behavior. When the utility runs, it will scan the source and destination for the same file. If it finds one, the default behavior is to skip it. However, it can be changed by using one of the two alternatives. A scenario where it can be useful is when running the tool multiple times against the same data set over a period of time. When it is finally time to make one last pass of the data, the most recent version of the file can be copied by using the last option.

      • Copy Folder Permissions: While this is a great feature, it is not recommended to be used as a continuous synchronization engine as its primary use case is server migrations. Even if the destination folder already exists, the permissions will be synchronized on each run, as long as the points below are met.

        • The synchronization of permissions is only additive, which means that ACEs that are missing in the destination are added, but ACEs that are in the destination but not in the sources are not taken away.

        • An ACE will always be created for the user running the tool.

        • ACEs for users that cannot be resolved will be skipped, and a warning will be output.

    • Threads: Adjust the number of threads used for the copy if needed.

    • Retries on Errors: Adjust the number of retries if needed.

    • Delay between Retries (Msec): Adjust the delay between retries if needed.

  4. After making the changes, click OK.
  5. Click Start copy.