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
    1. Administration portal
      1.  
        About the Administration portal
      2.  
        System page
      3.  
        Analytics 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 backups (connectors)
    1. Overview
      1. About backup jobs (connectors)
        1.  
          Supported SaaS applications for backup and restore
      2. Overview for adding backup jobs (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.  
          Configuring the Custom backup policy
        5. Configuring Delete and Stub policies
          1.  
            Points to consider when configuring policies for SharePoint environments
        6.  
          Scheduling the backup job
      3. Apps Consent Grant utility
        1.  
          Prerequisites to download and install the services and utilities
        2.  
          Post-installation activities for the Apps Consent Grant utility
        3.  
          Downloading services and utilities
        4.  
          Installing or upgrading services and utilities
    2. Backup Exchange Online mailboxes
      1.  
        Supported Exchange Online data for backup and restore
      2. Adding connectors for Exchange Online data
        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
      3.  
        API permissions for the Exchange Online
    3. Backup SharePoint Online
      1. Supported SharePoint Online sites and data for backup and restore
        1.  
          Supported settings and column types at site collections, site, and list level
        2.  
          Supported sites and list templates
        3.  
          Supported permission objects
      2. Adding backup jobs (connectors) for SharePoint Online sites and data
        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
      3.  
        API permissions for SharePoint, OneDrive for Business, and Teams Sites Collections
      4.  
        Limitations for SharePoint Online backup
    4. Backup Teams Sites collections
      1.  
        Supported Teams site collection data for backup and restore
      2. Adding backup jobs (connectors) for Teams site collections and data
        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
      3.  
        Limitations for Teams site collections backup
    5. Backup OneDrive for Business
      1.  
        Supported OneDrive for Business data for backup
      2. Adding a backup jobs (connector) for OneDrive for Business data
        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
    6. Backup Teams chats
      1.  
        Supported Teams chat data for backup
      2. Adding a backup jobs (connectors) for Teams chats
        1.  
          Configuring the capture scope for Teams chat connectors
      3.  
        API permissions for Teams chat
      4.  
        Limitations for Teams chat backup
    7. Backup Audit logs
      1.  
        Adding backup jobs (connectors) for O365 Audit logs
    8. Backup Google Drive data
      1.  
        Prerequisites to add Google Drive connector
      2.  
        API permissions for Gmail and Google Drive
      3.  
        Supported Google Drive data for backup and restore
      4. Adding backup jobs (connectors) for Google Drive data
        1.  
          Configuring the capture scope for Google Drive connectors
      5.  
        Limitation for Google Drive data backup
    9. Backup Gmail data
      1.  
        Supported Gmail data for backup and restore
      2. Adding backup jobs (connectors) for Gmail data
        1.  
          Configuring backup scopes for Gmail data
    10. Backup Salesforce data
      1.  
        About the Salesforce connector
      2.  
        Prerequisites to add Salesforce connectors
      3.  
        Adding connectors for Salesforce Data and Metadata
      4.  
        Uploading a certificate to the Salesforce organization
      5.  
        Limitations of Salesforce data backup
      6.  
        Salesforce Objects not supported for backup
    11. Backup Entra ID (Azure AD) objects
      1.  
        Supported Entra ID objects for backup and restore
      2.  
        Adding backup jobs (connectors) for Entra ID (Azure AD)
      3.  
        Limitations for backup and restore
    12. Backup Box data
      1.  
        Prerequisites to add Box connectors
      2.  
        Supported Box data for backup and restore
      3. Adding backup jobs (connectors) for Box data
        1.  
          Configuring backup scopes for Box data
      4.  
        Limitations for Box data backup
    13. Backup Slack data
      1.  
        Adding backup jobs (connectors) for Slack data
      2.  
        Limitations
    14. Backup EML data
      1. Backup Email/Messages
        1.  
          Prerequisite
        2.  
          Adding backup jobs (connectors) for EML/Messages data
    15. Managing backup jobs (connectors)
      1.  
        Performing on-demand backup
      2.  
        Running Delete and Stub policies for SharePoint Online data
      3.  
        Scheduling a backup job
      4.  
        Editing connectors
      5.  
        Deleting connectors
    16. Backup jobs (connectors) statuses
      1.  
        Viewing backup jobs (connectors) statuses
      2.  
        Backup statuses
    17. Browsing the backed-up data
      1.  
        Browsing backed-up data
    18. Events
      1.  
        Viewing backup events
      2.  
        About Event suppression
      3.  
        Creating event suppression rules
  4. Section IV. Manage restores
    1. About restore
      1.  
        About restore
    2. Prerequisites for data restore
      1.  
        Prerequisites for data 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.  
          Supported Item Class for restore
    5. Restore SharePoint Online data
      1.  
        Restore SharePoint/OneDrive/Teams site data and sites
      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 restore of SharePoint Online data and sites
      7.  
        Limitations for restore of SharePoint Online data and sites
    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 for Box data restore
    9. Restore Google Drive data
      1.  
        Restore Google Drive data
      2.  
        Limitation for Google Drive data restore
    10. Restore Gmail data
      1.  
        Restore Gmail data
    11. Restore Salesforce data and Metadata
      1.  
        About the Salesforce Data/Metadata restore and Sandbox seeding
      2.  
        Restore Standard and Custom objects (Structured data)
      3.  
        Restore specific Records to the same or another organization
      4.  
        Restore specific Records using query filters
      5. Restore Salesforce Metadata
        1.  
          Limitations of Salesforce Metadata backup and restore
      6.  
        Sequence for manual restoration of deleted custom object attributes
      7.  
        Limitations of Salesforce data restore
      8.  
        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 or point-in-time)
      3.  
        Overwrite restore behavior for Exchange Online data
      4.  
        Overwrite restore behavior for SharePoint Online
      5.  
        Overwrite restore behavior for Box data
      6.  
        Configuring email addresses for notifications
  5. Section V. Manage data sharing
    1. Share data
      1.  
        Sharing data with other users
      2.  
        Removing admin shares
  6. Section VI. Manage data downloads
    1. Download data
      1.  
        Downloading an item
  7. Section VII. 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
  8. Section VIII. Policies to manage the backed-up data
    1. About policies in Veritas Alta™ SaaS Protection
      1.  
        About policies in Veritas Alta™ SaaS Protection
      2. About WORM policies
        1.  
          Points to consider before adding retention 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.  
        Adding or updating ingestion WORM retention policies
      2.  
        Adding or updating At-Rest WORM retention policies
    3. Configuring policies for data deletion (Deletion policy)
      1.  
        Adding or updating Deletion policies
      2.  
        Viewing the deletion history
    4. Configuring policies for data tiering (Tiering policy)
      1.  
        Adding or updating Tier policies
    5. Configuring Tagging polices
      1.  
        Adding Tags
      2.  
        Adding or 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
  9. Section IX. Manage users and roles
    1. Managing users and roles
      1.  
        About user and roles
      2.  
        Assigning the Default role to users
      3.  
        Adding new roles
      4.  
        Searching for a specific user or group
      5.  
        Assigning permissions to users
      6.  
        The allowed list of the unrecognized retrieval users
  10. Section X. Manage Discovery cases and searches
    1. Managing Discovery cases
      1.  
        About eDiscovery
      2.  
        Adding Discovery cases
      3.  
        Viewing data in Discovery cases
      4.  
        Editing Discovery cases
      5.  
        Deleting Discovery cases
      6.  
        Assigning Discovery cases to users
      7.  
        Performing an ad hoc search and adding data to Discovery cases
      8.  
        Adding Discovery case template
  11. Section XI. Manage Scopes
    1. Managing Scopes
      1.  
        About Scopes
      2.  
        Enabling Scopes
      3.  
        Configuring Scopes
      4.  
        Using Scopes
  12. Section XII. Manage auditing
    1. Managing auditing
      1.  
        About auditing

Restore Standard and Custom objects (Structured data)

You can use this procedure to restore standard and custom objects.

See About the Salesforce Data/Metadata restore and Sandbox seeding.

To restore Standard and Custom objects (Structured data)

  1. Access the Veritas Alta™ SaaS Protection Administration portal.
  2. On the home page, click Content.
  3. On the Content page, do the following: .
    • From the upper left drop-down list, select the Salesforce Data Stor that contains backup of your organization.

    The associated recovery points are available in the drop-down list next to the selected Stor.

    By default, the latest restore point is selected. You can select the required restore point from the drop-down list if you need to restore data from a previous restore point.

    Note:

    Always select the restore point marked with a green tick as it indicates that the corresponding backup job is completed successfully, without any error.

    Note:

    To set the other restore point as the default one, click the restore points drop-down list > Specific restore point link > on the Set to specific restore point page, select the restore point to be set as default, and then click Set.

    Note:

    You can filter the list to view specific object/record using the Filter by name field. Also, you can select the All check box to view all objects (including non-restorable objects).

    The left pane lists all objects, and the right pane lists the records within the selected object.

  4. On the left pane, select the object you want to restore.
  5. Click Restore at the upper right of the page.

    After you click Restore, you are directed to the Restore page that displays the following details:

    Restore Mode field

    Displays Data as you have initiated data restore.

    Restore point field

    Displays the recovery point that you have selected using step 3.

    If you want to restore the data from other restore point, select the required one from the drop-down list.

    Restore to Salesforce organization field

    Displays the export service configured for different Salesforce organizations. By default the same organization is selected from where the data belongs to.

    In case you want to restore the data to a another Salesforce organization, refer to the Sandbox seeding topic on the See About the Salesforce Data/Metadata restore and Sandbox seeding.

  6. From the Restore type section, click Object.

    By default, the object that is selected on the Content page (step 4) is displayed in the Object drop-down list.

    If you want to change the object, click the drop-down list and select the required one.

  7. (Optional) Expand the Advanced options options and select the Overwrite existing records check box to overwrite the content at the target organization.

    If the checkbox is selected, the restore updates existing records and their fields in the target Salesforce organization with the records and field values captured in the selected restore point.

    If this checkbox is not selected, the restore of the existing records is skipped.

    Note:

    The records are compared using the ID field.

  8. Click Next.

    All records are displayed.

  9. Click Next.

    You can view a nested hierarchy of Records. This view will help you identify which Records in the related nested child Objects will be restored. The duration of the restore process may vary depending on the number and size of Records and the related nested child Objects.

  10. Click Next.
  11. On the Email notifications page, enter the email addresses of the users who need to be notified on the completion of the restore operation.
  12. Click Next.
  13. Verify the details and click Restore.

    The restore operation gets queued and starts once the Analyze operation finishes.

    Depending upon the amount of the data selected for restoration, the required time can vary.

    After the restore is initiated, you can go to the Restore dashboard to view the restore progress.

    See Restore job statuses.

    See How to cancel the restore job?.

    See View the restore events.

  14. Navigate to the destination to confirm that the restore has happened successfully.