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Cohesity Alta SaaS Protection Administrator's Guide

Last Published: 2025-04-07

Product(s): Veritas Alta SaaS Protection (1.0)

Introduction to Cohesity Alta SaaS Protection
1. About Cohesity Alta SaaS Protection
2. Features of Cohesity Alta SaaS Protection
3. Architecture of Cohesity Alta SaaS Protection
4. Operational workflow
5. Extra Data Backup (EDB)
API permissions
1. API permissions for Microsoft 365 workloads
2. API permissions for Gmail and Google Drive
3. System and API permissions for Salesforce
4. API permissions for Entra ID
5. App permissions of Web App
Administrator portal (Web UI)
1. About the Administration portal
2. Configure the Administration portal
3. View upgrade history
Manage users and roles
1. Role-based access control
2. Permissions tab
What is a connector?
1. What is a connector?
2. Supported SaaS workloads and backup capabilities
3. Workflow to protect data using Cohesity Alta SaaS Protection
4. Know your subscription details
5. About transient errors
6. Overview of adding connectors
7. Configure General settings
8. Configure Capture scope
9. Configure User filter
10. Configure Group filter
11. Configure Folder filter
12. Configure credentials
  1. Assign Microsoft 365 apps registration
  2. Microsoft 365 apps registration status
  3. Manually approve Microsoft 365 apps registration
  4. Approve Microsoft 365 apps using the App Consent Grant utility
  5. Microsoft 365 apps recovery
13. Configure Custom backup policy and guidelines
14. Configure Delete policy for SharePoint Online and guidelines
15. Configure Stubbing policy
16. Guidelines to configure Stubbing policy for SharePoint Online
17. Schedule a backup
18. Configure email addresses to get notifications
19. Review configuration and edit/save/initiate backup
20. Connectors page
21. Connector status
22. Edit connector configuration
23. Delete connectors
Pre-requisites for Microsoft 365 connectors
1. Pre-requisites for Microsoft 365 connectors
Protect Microsoft 365 Multi-Geo tenant
1. Considerations for adding SharePoint/Teams Sites/OneDrive connectors for Microsoft 365 Multi-Geo tenant
Protect Exchange Online data
1. Add Exchange Online connectors
2. Configure capture scope for Exchange connectors
Protect SharePoint sites and data
1. Add SharePoint connectors
2. Supported and unsupported SharePoint Settings and Types for backup and restore
3. Supported Sites and List templates for backup and restore
4. Supported SharePoint permission objects for backup and restore
5. Configuring capture scope for SharePoint connectors
6. End-user SharePoint data access in Cohesity Alta SaaS Protection
7. Run the Delete and Stubbing policies to the SharePoint Online environment
8. Limitations of SharePoint connector
Protect Teams sites
1. Add Teams site collections connectors
2. Configure capture scope for Team site collections connectors
3. Limitations of Teams site collections connector
Protect OneDrive data
1. Add OneDrive connectors
2. Configure capture scope for OneDrive connectors
Protect Teams chats
1. Add Teams chat connectors
2. Configure capture scope for Teams chat connectors
3. Limitations of Teams chat connector
Protect GoogleDrive data
1. Prerequisites to add Google Drive connectors
2. Add Google Drive connectors
3. Configure capture scope for Google Drive connectors
4. Limitations of Google Drive connector
Protect Gmail data
1. Prerequisites to add Gmail connectors
2. Add Gmail connectors
3. Configure capture scope for Gmail connectors
Protect Audit logs
1. Add Audit log connectors
2. Audit log connector limitations
Protect Salesforce data and metada
1. About Salesforce protection
2. Key considerations and prerequisites for adding Salesforce connectors
3. Add Salesforce connectors
4. Limitations of Salesforce connectors
5. Salesforce Objects not supported for backup
Protect Entra ID objects
1. Add Entra ID (Azure AD) connectors
2. Limitations for Entra ID connector
Protect Box data
1. Prerequisites for Box connectors configuration
2. Add Box connectors
3. Configure capture scope for Box connector
4. Limitations of Box connector
Protect Slack data
1. Add Slack connectors
Protect Email/Message data
1. Prerequisite for Email/message connector
2. Add Email/Messages file
Configure Retention policies
1. About WORM policies
2. Ingestion WORM policies page
3. Add/edit Ingestion WORM retention policies and guidelines
4. Add/edit At-Rest WORM retention policies
5. Add/edit Deletion policies
6. View deletion history
7. How to edit the policy evaluation interval?
8. How to add a Location filter?
9. How to add a filter?
Perform backups
1. Perform on-demand/ad-hoc backup
2. Backup dashboard
3. Video tutorial for connector troubleshooting
4. View backup events
  1. About Event suppression
  2. Create event suppression rules
5. Viewing backup tasks details
View and share backed-up data
1. Browse backed-up data
2. Share data
3. Remove data sharing
Analytics
1. About analytics
2. Gain insights into storage utilization
3. Gain insights into storage utilization for Entra ID and Salesforce connectors
4. Gain insights into blocked activities, most active users, and more
5. Gain insights into data volume (size and item count) on legal hold
6. Gain insights into data volume (size and item count) saved in different Enhanced cases
7. Gain insights into data volume (size and count) under different policies
8. Gain insights into data volume (size and item count) under different Tags
9. Gain insights into data volume (size and item count) under different Tags behaviors
10. Gain insights into storage savings after deduplication and compression
11. Gain insights into data ingestion trends
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 sites and data 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 Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding
11. About Entra ID (Azure AD) objects and records restore
12. Restore Slack data
13. Restore data to File server
14. Set 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
Restore dashboard
1. About Restore dashboard
2. Restore job statuses
3. How to cancel a restore job?
4. View the restore events
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. About the Apps Consent Grant Utility
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
Configure 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
Configure Tiering policy
1. About the Tiering policy
2. Add/edit Tiering policies
Auditing
1. Auditing
Manage Stors (Storages)
1. Viewing Stors (Storages)
2. Requesting a new Stor
3. General tab
4. Version control settings
5. Metadata tab
6. Statistical policies tab
7. Location-Mapping tab
8. Backup tab
9. Custodian Groups tab
10. Advanced tab
11. Analytics tab

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.

What is supported?

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
Salesforce environment types:
- Production
- Sandbox
Support for commonly used AppExchange Apps

Feature of the Salesforce connector

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.

Incremental backup
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.
Restore to different organizations (Sandbox seeding)
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 support
Parallelism during backup operations to minimize the time required to complete the job.
SecureShield and other apps support
There is full support for additional features such as SecureShield and commonly used AppExchange apps within the Salesforce environment.
Recovery point-based backups
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.
Storage summary
The Analytics page enables you to view recovery points and the space occupied by the recovery points within the Stors of Cohesity Alta SaaS Protection.
Granular data restore
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.
Metadata validation options before restore
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.
Content browsing and restore
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.
- Complex Query filters for restore
  - 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.