Cohesity Alta SaaS Protection 2.x.x Administrator's Guide
- Introduction to Cohesity Alta SaaS Protection
- API permissions
- Administrator portal (Web UI)
- Manage users and roles
- What is a connector?
- What is a connector?
- Supported SaaS workloads and backup capabilities
- Workflow to protect data using Cohesity Alta SaaS Protection
- Know your subscription details
- 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 for Microsoft 365 connectors
- Protect Microsoft 365 Multi-Geo tenant
- Protect Exchange Online data
- Protect SharePoint sites and data
- Add SharePoint connectors
- Supported and unsupported SharePoint Settings and Types for backup and restore
- Supported Sites and List templates for backup and restore
- Supported SharePoint permission objects for backup and restore
- Configuring capture scope for SharePoint connectors
- End-user SharePoint data access in Cohesity Alta SaaS Protection
- Run the Delete and Stubbing policies to the SharePoint Online environment
- Limitations of SharePoint connector
- 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
- 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 the Administration portal
The Administration portal is a web-based portal for administrators and other privileged users that is used to perform backups, perform restores, and other administrative tasks as follows:
Adding and managing connectors
Downloading the services and utilities.
Performing ad hoc backups.
Scheduling backups.
Performing restores.
Managing user roles and permissions.
Creating and applying policies.
Preforming data searches.
: The Cohesity Alta SaaS Protection Administration portal is available in English. The Cohesity Alta SaaS Protection End-User portal is available in English and French.
You get the Administration portal URL for your tenant in the Welcome email at the time for provisioning. You can access the URL on the supported web browser (Google Chrome and Microsoft Edge). Enter valid credentials to log on. After successful logon, the home page of the portal is displayed.
The customer with a fixed price model and full permissions can see the following modules on the home page:
Table:
Modules | Description |
|---|---|
This option lets you perform the following:
| |
It helps you view the data statistics. See About analytics . | |
It helps you manage tiering policies. | |
It helps you manage retention and deletion policies. See Add/edit Ingestion WORM retention policies and guidelines. | |
It helps you manage tagging policies. | |
It helps you manage searches, Discovery cases, and data under legal hold. | |
It helps you view the license of your tenant. | |
It helps you perform data restores. See About restore. | |
It helps you monitor overall health of your tenant. |
Note:
You can see fewer pages and options depending on permissions, the billing model, and enabled SKUs.
Two options are displayed at the upper right corner of the portal; one is the current user's name, and another takes you to the help document of Cohesity Alta SaaS Protection.
The option opens the Administrator's Guide for Cohesity Alta SaaS Protection. The link opens the support site, where you can see all the Knowledge Articles for Cohesity Alta SaaS Protection. The option opens the page with details such as the current version and details on the third-party licenses.