Veritas Alta™ SaaS Protection Administrator's Guide

Last Published:
Product(s): Veritas Alta SaaS Protection (1.0)
  1. Section I. Introduction to Veritas Alta™ SaaS Protection
    1. Introduction to Veritas Alta™ SaaS Protection
      1.  
        About Veritas Alta SaaS Protection
      2.  
        Features of Veritas Alta SaaS Protection
      3.  
        Tenant hosting methods
      4.  
        Architecture of Veritas Alta SaaS Protection
      5.  
        Services and utilities
  2. Section II. Administration portal
    1. Administration portal
      1.  
        About the Administration portal
      2.  
        Connectors page
      3.  
        Analytics
      4.  
        About the System page
    2. General administrative tasks
      1.  
        Configuring system
      2.  
        Configuring the Administration portal
      3.  
        Viewing upgrade history
      4. Viewing licensing details
        1.  
          License page - SKU based
        2.  
          License page - Usage based
  3. Section III. Manage users and roles
    1. Managing users and roles
      1.  
        About permissions
      2.  
        Adding users
      3.  
        Assigning the Default role to users
      4.  
        Adding roles
      5.  
        Searching for a specific user/group
      6.  
        Assigning permissions to users
      7.  
        The allowed list of the unrecognized retrieval users
  4. Section IV. Manage searches/eDiscovery/cases
    1. Manage searches/eDiscovey/cases
      1.  
        About eDiscovery/searches
      2.  
        Adding search templates
      3.  
        Adding Discovery cases
      4.  
        Performing an ad hoc search and adding data to Discovery cases
      5.  
        Viewing data in Discovery cases
      6.  
        Editing Discovery cases
      7.  
        Deleting Discovery cases
      8.  
        Assigning Discovery cases to users
  5. Section V. Configure policies
    1. About policies in Veritas Alta™ SaaS Protection
      1.  
        About policies in Veritas Alta SaaS Protection
      2.  
        About WORM policies
      3.  
        About the Deletion policy
      4. About the Tiering policy
        1.  
          Storage tiering and full-text search
        2.  
          User experience on storage tiering
        3.  
          Priority for storage Tiering
      5.  
        About the Tagging policy
      6.  
        How to edit the policy evaluation interval?
    2. Configuring policies for data retention (WORM policies)
      1.  
        Ingestion WORM policies page
      2.  
        Guidelines to add retention policies
      3.  
        Adding/updating ingestion WORM retention policies
      4.  
        Adding/updating At-Rest WORM retention policies
    3. Configuring policies for data deletion (Deletion policy)
      1.  
        Adding/updating Deletion policies
      2.  
        Viewing the deletion history
    4. Configuring policies for data tiering (Tiering policy)
      1.  
        Adding/updating Tiering policies
    5. Configuring Tagging polices
      1.  
        Adding Tags
      2.  
        Adding/updating Tagging policies
      3. Adding regular expressions
        1.  
          RegEx and query examples for PII detection
    6. Managing policies
      1.  
        Deleting policies
      2.  
        Analyzing the effect of policies
      3.  
        Analytics page for policies
  6. Section VI. Perform restores
    1. About restore
      1.  
        About restore
    2. Prerequisites for restore
      1.  
        Prerequisites for restore
    3. Restore dashboard
      1.  
        About the Restore dashboard
      2.  
        Restore job statuses
      3.  
        How to cancel the restore job?
      4.  
        View the restore events
    4. Restore Exchange Online mailboxes
      1. Restore Exchange Online mailboxes
        1.  
          Overwrite restore behavior for Exchange Online data
        2.  
          Supported Item Class for restore
    5. Restore SharePoint Online Sites and data
      1. Restore SharePoint/OneDrive/Teams Sites and data
        1.  
          Overwrite restore behavior for SharePoint Online
      2.  
        Recovery process and restore location options
      3.  
        Recovery of OneDrive, Microsoft 365 Group, and Microsoft Teams sites
      4.  
        Stub restore behavior
      5.  
        Permissions restore
      6.  
        Restrictions for SharePoint Online restore
      7.  
        Limitations of SharePoint Online data and sites restore
    6. Restore Teams chats and Teams Channel conversations
      1.  
        Restore Teams chats and Teams channel conversations
      2.  
        Limitations of Teams chat data restore
    7. Restore Audit logs
      1.  
        Restore O365 audit logs
    8. Restore Box data
      1.  
        Restore Box data
      2.  
        Limitations of Box data restore
    9. Restore Google Drive data
      1. Restore Google Drive data
        1.  
          About the overwrite restore behavior for Box/Google Drive data
    10. Restore Gmail data
      1.  
        Restore Gmail data
    11. Restore Salesforce data and Metadata
      1.  
        About the Salesforce Data, Metadata, and CRM Content restore
      2.  
        Restoring Standards and Custom objects (Structured data)
      3.  
        Custom Object restore - post processing steps
      4.  
        Restoring specific Records (Structured data) using Query filters
      5.  
        Restoring Salesforce CRM Content (Unstructured data)
      6.  
        Limitations of Salesforce Data restore
      7.  
        Considerations for Salesforce Metadata restore
      8.  
        Restoring Salesforce Metadata
      9.  
        Limitations of Salesforce Metadata backup and restore
      10.  
        Salesforce Objects not supported for restore
    12. Restore Entra ID objects
      1. About restoring Entra ID (Azure AD) objects and records
        1.  
          Permissions requirement
      2.  
        Best practices to restore Entra ID objects
      3.  
        Restoring an Entra ID object
      4.  
        Restoring specific records within Entra ID objects
    13. Restore Slack data
      1.  
        Restore Slack data
    14. Restore data to File server
      1.  
        Restore data to File server
    15. Restore options
      1.  
        Set the default restore point
      2.  
        Selecting items to restore (all items, all versions, or point-in-time)
      3.  
        Configuring email addresses for notifications
  7. Section VII. Perform data share
    1. Share data
      1.  
        Sharing data with other users
      2.  
        Removing admin shares
  8. Section VIII. Perform data downloading
    1. Download data
      1.  
        Downloading an item
  9. Section IX. Add and configure connectors
    1. About connectors
      1. About connectors
        1.  
          Supported SaaS applications for backup and restore
      2. Overview of connectors
        1.  
          Configuring the general settings
        2. Configuring the capture scope
          1.  
            Filtering users based on Entra ID (Azure AD) extended attributes
          2.  
            Filtering users based on Entra ID (Azure AD) group membership
          3.  
            Filtering folders
        3. Configuring credentials
          1.  
            Configuring credentials using the Manual mode
          2. Configuring credentials using the M365 App Registrations mode
            1. Assigning apps to connector
              1.  
                Statuses of the Microsoft 365 registered apps
            2.  
              Granting admin consent manually
            3.  
              Granting multiple admin consents using the App Consent Grant utility
          3.  
            Recovery of Microsoft 365 apps
        4.  
          Points to consider when configuring the Custom backup policy
        5.  
          Configuring Custom backup policy
        6.  
          Points to consider when configuring Delete policy for SharePoint environments
        7.  
          Configuring Delete policy
        8.  
          Points to consider when configuring Stubbing policies for SharePoint environments
        9.  
          Configuring Stub policy
        10.  
          Scheduling backup
    2. Apps Consent Grant Utility
      1.  
        About the Apps Consent Grant Utility
      2.  
        Prerequisites to download and install the Apps Consent Grant Utility
      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
    3. Exchange Online connector
      1.  
        What can be backed up and restore?
      2.  
        API permissions for the Exchange Online
      3. Adding Exchange Online connectors
        1. Configuring the capture scope for Exchange connectors
          1.  
            Configuring the capture scope to back up mailboxes of all users
          2.  
            Configuring the capture scope to back up mailboxes of all users using the Rolling mailbox scope option
          3.  
            Configuring the capture scope to back up the mailboxes of users using the Alphabetical mailbox scope option
          4.  
            Configuring the capture scope to back up the mailboxes of specific users only
          5.  
            Configuring the capture scope to back up mailboxes from specific domains only
          6.  
            Configuring the capture scope to back up Group/Teams mailboxes
          7.  
            Configuring the capture scope to back up Public folders
    4. SharePoint Online connector
      1. What can be backed up and restore?
        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
      2.  
        API permissions for SharePoint, OneDrive for Business, and Teams Sites Collections
      3. Adding SharePoint Online connectors
        1. 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. Teams Sites collections connector
      1.  
        What can be backed up and restore?
      2. Adding Teams site collections connectors
        1. Configuring the capture scopes for Teams site connectors
          1.  
            Configuring the capture scope to back up all Team site collections
          2.  
            Configuring the capture scope to back up specific Team sites only
          3.  
            Configuring the capture scope to back up only specific Team sites using the Rolling site collection scope option
    6. OneDrive connector
      1.  
        What can be backed up and restore?
      2. Adding OneDrive connectors
        1. Configuring the capture scope for OneDrive for Business connectors
          1.  
            Configuring the capture scope to back up all OneDrive site collections
          2.  
            Configuring the capture scope to back up specific OneDrive sites only
          3.  
            Configuring the capture scope to back up only specific OneDrive sites using the Rolling site collection scope option
    7. Teams chat connector
      1.  
        What can be backed up and restore?
      2.  
        API permissions for Teams chat
      3. Adding Teams chat connectors
        1.  
          Configuring the capture scope for Teams chat connectors
    8. Audit log connector
      1.  
        Adding Audit Log connectors
    9. Google Drive connector
      1.  
        Prerequisites to add Google Drive connector
      2.  
        What can be backed up and restore?
      3.  
        API permissions for Gmail and Google Drive
      4. Adding Google Drive connectors
        1.  
          Configuring the capture scope for Google Drive connectors
    10. Gmail connector
      1.  
        What can be backed up and restore?
      2. Adding Gmail connectors
        1.  
          Configuring backup scopes for Gmail data
    11. Salesforce connector
      1.  
        About the Salesforce connector
      2.  
        Prerequisites to add Salesforce connectors
      3.  
        Adding Salesforce connectors
      4.  
        About the Salesforce connector backup process
      5.  
        Uploading a certificate to the Salesforce organization
      6.  
        Limitations of Salesforce connector
      7.  
        Salesforce Objects not supported for backup
    12. Entra ID (Azure AD) connector
      1.  
        What can be backed up and restore?
      2.  
        Adding Entra ID (Azure AD) connectors
    13. Box connector
      1.  
        Prerequisites to add Box connectors
      2.  
        What can be backed up and restore?
      3. Adding Box connectors
        1.  
          Configuring backup scopes for Box data
    14. Slack connector
      1.  
        Adding Slack connectors
      2.  
        Limitations of Slack connector
    15. EML connector
      1. Add Email/Messages
        1.  
          Prerequisite
        2.  
          Adding EML/Messages connectors
    16. Managing connectors
      1.  
        Editing connectors
      2.  
        Deleting connectors
  10. Section X. Perform backups
    1. Managing backups
      1.  
        Modifying a backup schedule
      2.  
        Performing an on-demand/ad-hoc backup
      3.  
        Running Delete and Stub policies for SharePoint Online data
      4.  
        Browsing backed-up data
      5.  
        Getting backup status
      6.  
        Connector page
      7.  
        Viewing backup tasks details
  11. Section XI. Backup limitations
    1. Backup limitations
      1.  
        Limitations for SharePoint Online connector
      2.  
        Limitations for Teams site collections connector
      3.  
        Limitations for Teams chat connector
      4.  
        Limitation for Google Drive connector
      5.  
        Limitations for Entra ID connector
      6.  
        Limitations for Box data backup
  12. Section XII. Events
    1. Events
      1.  
        Viewing backup events
      2.  
        About Event suppression
      3.  
        Creating event suppression rules
  13. Section XIII. Manage Stors (Storages)
    1. 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
  14. Section XIV. Manage Scopes
    1. Managing Scopes
      1.  
        About Scopes
      2.  
        Enabling Scopes
      3.  
        Configuring Scopes
      4.  
        Using Scopes
  15. Section XV. Manage auditing
    1. Managing auditing
      1.  
        About auditing
  16. Section XVI. Known Issues
    1. Known Issues
      1.  
        Know Issues

Limitations of SharePoint Online data and sites restore

The limitations for the restore of SharePoint Online data and sites are described in the following table:

Table:

Limitations

Description

Point-in-time restore of metadata.

The point-in-time restore of metadata for site collections, sub-sites, and lists is not supported because it maintains a single copy of their metadata.

Exception: This limitation does not apply to individual items.

Point-in-time restore of permissions.

Point-in-time restores of permissions are not supported as it maintains a single copy of permissions.

Restore of site and site collection settings.

Backup and restore of the following site and site collection settings are not supported:

  • Site collection and Site search settings.

  • Sort order within Regional settings.

  • Workflow settings under Site Administration.

The language settings are restored only for the following scenarios:

  • If the Site collection is created during the restore.

  • If the Site collection already exists, at least one language is selected under the Language settings> Available languages section in the Site settings.

Restore of the order in Quick Launch links.

When a site or sub-site is restored to a new location, the order of links in the Look and Feel > Quick Launch settings is not retained.

Recreation of Visio sites.

Recreating Visio sites from scratch is not supported.

Restore of missing SharePoint Group descriptions.

SharePoint Group descriptions are not restored when a site collection is restored to a new location.

Restore of the Managed metadata and Lookup Columns.

When a list is recreated, Managed Metadata and Lookup column types are skipped, and the data for these columns is not restored.

If the original column exists in the destination list with identical customization and the same name as in the backup, the data for these columns can be restored to the list.

Backup and restore of the List view.

List views are not included in the backup and restore process. When lists are recreated, the columns that are displayed in the default view at the time of backup are retained.

Restore of the Column in List.

The order of columns is not maintained when a list is restored from scratch, especially for calculated columns.

Restore of User References in List items.

When restoring list items with fields containing user references, the SharePoint app is displayed instead of the original user. It occurs with fields like a document or item's Author/Editor field, the Reply By field of a discussion item, and so on. The following scenarios may occur:

  • If the original user is not available in the directory.

  • If the user is external, sharing is disabled at the restore destination site.

Backup and restore of the advanced settings of the Lists.

Backup and restore of the following advanced settings of Lists are not supported:

  • Opening Documents in the Browser

  • Dialogs

  • Order of Survey questions

Restore of Location-Related Columns.

All location-related columns (for example, state, city) are created during restore.

Restore of the Access permissions.

In the case of SharePoint and OneDrive, you can restore the direct-access permissions that are assigned to users but not the link-based access permissions.

The restore of link-based access is not supported.

Restore of Wiki and Web Part pages.

Wiki and Web Part pages are not supported for backup and restore. If they do not exist at the destination, they are restored as empty pages. Also, restoring the Web Parts of the Pages is not supported.

Restore of Home.aspx.

Restore of Home.aspx is not supported.

Restore of comment's versions.

Backup and restore of the versions of comments and approval comments in the document is not supported.

Restore of Workflow activation.

The restore process does not turn off workflows during restore, which means the restore can initiate unintended workflows.

Restore of the List items with the approval requirements.

NetBackup cannot maintain the original author and date when restoring items to lists that require approval. NetBackup adds a comment indicating the original author and date to resolve this scenario.

Restore of the redirected Lists, Folders, or items.

For the redirected lists, folders, or items being restored to another site, SharePoint default group roles are not applied to any SharePoint object.

Restore of the Discussion Board Reply.

On the Discussion board, when a response to a message or reply is restored, it appears as a reply to the original discussion thread.

Restore of the unchanged OneNote files.

Any new OneNote file that is not backed up earlier remains unchanged and is not removed, even if the Overwrite items option is selected.

Tenant-to-Tenant Restoration.

An Access denied message is displayed when restoring a site collection to a different tenant's location. To resolve this error, disable the DenyAddAndCustomizePages permission on SharePoint Online for the site collections. This allows the necessary customization and configuration of the restored site collection in the new tenant's environment.

Restore of the Web Part page access.

When restoring a Web Part Page to a destination location, an Access denied message can be displayed. To resolve this error, disable the DenyAddAndCustomizePages permission on SharePoint Online for the site collection.

Restore of the duplicate items in site collection.

When restoring a site collection to another site collection, duplicate items are created at the destination due to metadata mismatches with default items in the Reusable Content list.

Duplicate Values error.

When restoring a list item, the error can be displayed due to the Enforce unique values setting from one of the list columns.

To restore the item manually download the item to your local computer.

Sub-site and list creation errors.

Sub-site and list creation can fail with errors.

It may refer to a non-existent file or folder. It may also refer to a valid file or folder that is not on the current web.

When it happens, the location in which the error has occurred needs to be restored again.

Identically Named Lists and sub-sites conflicts.

Restoring the sites that have more than one list or sub-site with the same title is not supported. During the restore operation, all the identically named lists and sub-sites are placed onto a single list and sub-site at the destination.

Restore of the reserved Column Names.

SharePoint Online reserves specific column names for its internal use. The restore process may fail if the reserved names are used as custom column names in a list.

Restore of the Default Site page.

When restoring a default site page over an existing site, the first published version is created.

Restore of the Image Column.

The list is restored when you restore an individual list with an image column to an alternate location. The images within the list are not restored because they have a dependency on the Site Assets document library.

When you perform a complete site restore to an alternate location, the image columns within the sites are restored as expected.

SharePoint index.

The backup and restore of the SharePoint index is not supported. When restoring items the SharePoint indexer will index the restored items in the background.

Information Protection Management setting enabled items

The files with the Information Rights Management (IRM) setting enabled should be restored to the same library or list at the time of the backup.

The IRM setting of the library should be unchanged, otherwise the file cannot be opened after its restore.

Note:

The SharePoint files for which the IRM setting is enabled at the time of backup cannot be opened after their download.

Restore of Sensitivity labeled items

For the items with Sensitivity labels configured for encryption, only restores from scratch for a single version can be performed.

Restoring multiple versions and overwrite restores are not supported, as SharePoint does not allow the creation of a new version on top of such items.