Cohesity Alta SaaS Protection 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)
Add Teams chat connectors
To know the backup capability of the Teams chat connector, See Supported SaaS workloads and backup capabilities.
You can set up an individual connector for each backup requirement, like one-on-one chats, group chats, and channel conversations. Alternatively, you can configure a single connector that covers all your backup requirements.
What are the Teams Export API filtering? | Starting with the 2.33.1 release, Cohesity Alta SaaS Protection supports Teams Export API filtering. This feature retrieves only sent messages for each user by the API, then combines them to create a complete view of both sent and received messages. This method reduces API costs while still offering a full conversation overview. |
Conditions for Teams Export API filtering to work | The new enhancements in the Teams Chat connector for using Export API filtering are applicable only with the following conditions:
For all conditions other than those mentioned above, Export API filtering will not be applicable, and the backup will be performed without API filtering, following the same method used in previous releases. |
Messages for users deleted before the backup will not be captured. |
You can use the following procedure to add a Teams chat connector.
- Access the Administration portal.
The home page of the Administration portal is displayed.
- Click Connectors on the Backup card.
- Click New backup connector.
- Click Teams chat.
To make the setup process easier and more intuitive, each tab in the connector creation workflow includes a help icon (?) at the left. You can click this icon to open the respective help topic for that tab, which can guide you through the setup step by step.
- On the General tab, set up the basic configuration for the connector and click Next.
- On the Capture scope tab, configure the capture scope and click Next.
- On the Credentials tab, do any of the following to configure credentials:
To use Microsoft Graph Teams Export APIs, do the following:
To use the 365 App registration mode, do the following:
Click Manual.
Enter the Tenant ID, Client ID, and Client Secret.
These details are generated while adding an application to your Cohesity Alta SaaS Protection tenant.
For more information on registering an app for the Teams chat connector using Export API, follow the link:
Registering Azure Active Directory (AAD) Application for Teams Chat Connectors using Export API
Teams Export APIs are the meter APIs by Microsoft. The connector can invoke Export APIs successfully only after the metering is set up. For more information on setting up the billing for Export APIs, refer to the following link:
When using the 365 App registration mode, refer to the following topics:
If no or less number of apps are displayed on the page when you use the M365 App Registration mode.
If the status of the assigned app is displayed as Inactive.
Important: To use Microsoft 365 app registrations mode for Teams chat connector, you need to have the AddOnM365TeamsChat SKU. Export API filtering benefits can be availed only in this mode of authentication.
- On the Scheduling tab, schedule when the backup job should run.
See Schedule a backup.
- On the Email notifications tab, configure email addresses to receive notifications about backup activities.
- On the Review tab, save the settings and initiate the backup.