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Cohesity Alta SaaS Protection 2.x.x Administrator's Guide

Last Published: 2025-04-24

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 to backup users data in your Google Drive environment
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

Extra Data Backup (EDB)

Cohesity Alta SaaS Protection has the Extra Data Backup (EDB) feature, enabling customers to create an additional copy of their backed-up data for enhanced redundancy and disaster recovery. This secondary backup is stored in a geographically separated location, ensuring maximum data protection and isolation. Extra Data Backup is a paid service, with costs based on the front-end terabytes (FETB) of data copied.

EDB is a secure, isolated copy of your SaaS application data, separate from the primary backup. This secondary copy remains inaccessible under normal circumstances and can only be used when necessary for data recovery.

To enable EDB for your environment, contact Cohesity Support.

For more details on supported devices, refer to the following link:

Veritas Extra Data Backup Configuration Guide

Cohesity Alta SaaS Protection Extra Data Backup

Pre-requisites

The following are the pre-requisites to configure S3 bucket to support EDB:

Table:

Actions	Options
The options should be selected:	ACL enabled Bucket owner preferred
The check box and the other checkboxes under this section should be cleared:	Block all public access

EDB can be configured on a per-Stor-type basis, letting you select specific data for backup. All associated backup data for the selected Stor types will be copied.

EDB supports all the workloads supported by Cohesity Alta SaaS Protection for protection except Salesforce and Entra ID.

When EDB is enabled for a workload, a replica of the data stored in those Stors is copied to the designated target location.

For example, copying all Exchange data would involve replicating all Exchange Stors. Similarly, all Teams chat Stors and site collection Stors would be copied for Teams data.

Compliance EDB

The Compliance EDB feature provides the capability to recover your data from EDB (currently EDB compliance is supported only for S3 on-premises EDB), ensuring data redundancy outside the hosted cloud environment. This feature ensures compliance by enabling secure data storage and retrieval options, giving users control and flexibility over their data management.

To enable EDB for your environment, contact Cohesity Support.

Key pointers:

Self-service recoverability: You can recover data independently without needing to contact support.
Setup: You can initiate setup by opening a support ticket.
Licensing: An EDB license is required to access this feature.

For data recovery

You need to enter the required information in the JSON file with the following items:

InstanceID: A name to identify the application during run time.
AccessKeyID: The username / identity key for the application.
SecretAccessKey::The password for the application.
AWSRegion: The AWS Region associated with your EDB.
BucketName; The AWS bucket name associated with your EDB.
EndpointURL
UseHTTP: Specifies if HTTP should be used.
ForcePathStyle
IsOnPrem: Specifies if the application is on-premises.

Command line arguments

You can use the following command line argument:

configFileLocation
The file path for the configuration file.
Example: "C:\ComplianceCopyConfigFiles\s3SourceConfig.json"
agentType
The Corresponding HubStor Type
Example: "S3Bucket_OnPrem"
earliestModificationTime
The earliest file modification time needs to be considered for the retrieval.
Example: "2024-02-01"
This argument is optional and can be left as: ""
latestModificationTime
The latest file modification time needs to be considered for the retrieval.
Example: "2024-06-03"
This argument is optional and can be left as: ""
earliestAccessTime
The earliest file access time needs to be considered for the retrieval.
Example: "2024-02-01"
This argument is optional and can be left as: ""
latestAccessTime
The earliest file access time needs to be considered for the retrieval Example: "2024-02-01"
This argument is optional and can be left as: ""
earliestCreationTime
The earliest file creation time needs to be considered for the retrieval.
Example: "2024-02-01"
This argument is optional and can be left as: ""
latestCreationTime
The earliest file creation time needs to be considered for the retrieval.
Example: "2024-02-01"
This argument is optional and can be left as: ""
storSiteID
The storSite number where the files should be sourced from Example: "1"
storID
The StorID number where the files should be sourced from Example: "2"
destinationDirectory
The path to the folder where the files will be housed.
Example: "C:\MyComplianceCopy\Retrieval\Destination"
targetLocation
The location where the files should be sourced from. All files and folders beneath this directory will be considered for data retrieval.
Example: "Dan NewExchange Connector\admin@M365x04142374.onmicrosoft.com
fileName
A name similar to the files you want to retrieve.

Running the utility

To run the EDBCompliance Data Retrieval Utility specify the file path to the executable and follow that with a series of arguments, each separated by a space.

Example:

C:\Program Files\EDBComplianceDataRetriever.exe configFileLocation="C:\ComplianceCopyConfigFiles\s3SourceConfig.json" storSiteID="1" storID="2" agentType="S3Bucket_OnPrem" earliestModificationTime="" latestModificationTime="" earliestAccessTime="" latestAccessTime="" earliestCreationTime="" latestCreationTime="" fileName="My File Name" destinationDirectory="C:\Temp\EDBCompliacne Data Retrieval" targetLocation="Dan NewExchange Connector\admin@M365x04142374.onmicrosoft.com"