Cohesity Alta SaaS Protection Administrator's Guide

Last Published:
Product(s): Veritas Alta SaaS Protection (1.0)
  1. 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)
  2. 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
  3. Administrator portal (Web UI)
    1.  
      About the Administration portal
    2.  
      Configure the Administration portal
    3.  
      View upgrade history
  4. Manage users and roles
    1.  
      Role-based access control
    2. Permissions tab
      1.  
        Users and groups page
      2.  
        Roles page
      3.  
        Unrecognized users page
      4.  
        Settings page
  5. 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
  6. Pre-requisites for Microsoft 365 connectors
    1.  
      Pre-requisites for Microsoft 365 connectors
  7. Protect Microsoft 365 Multi-Geo tenant
    1.  
      Considerations for adding SharePoint/Teams Sites/OneDrive connectors for Microsoft 365 Multi-Geo tenant
  8. Protect Exchange Online data
    1.  
      Add Exchange Online connectors
    2.  
      Configure capture scope for Exchange connectors
  9. 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
  10. 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
  11. Protect OneDrive data
    1.  
      Add OneDrive connectors
    2.  
      Configure capture scope for OneDrive connectors
  12. Protect Teams chats
    1.  
      Add Teams chat connectors
    2.  
      Configure capture scope for Teams chat connectors
    3.  
      Limitations of Teams chat connector
  13. 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
  14. Protect Gmail data
    1.  
      Prerequisites to add Gmail connectors
    2.  
      Add Gmail connectors
    3.  
      Configure capture scope for Gmail connectors
  15. Protect Audit logs
    1.  
      Add Audit log connectors
    2.  
      Audit log connector limitations
  16. 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
  17. Protect Entra ID objects
    1.  
      Add Entra ID (Azure AD) connectors
    2.  
      Limitations for Entra ID connector
  18. 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
  19. Protect Slack data
    1.  
      Add Slack connectors
  20. Protect Email/Message data
    1.  
      Prerequisite for Email/message connector
    2.  
      Add Email/Messages file
  21. 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?
  22. 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
  23. View and share backed-up data
    1.  
      Browse backed-up data
    2.  
      Share data
    3.  
      Remove data sharing
  24. 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
  25. 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
      1.  
        Guidelines for Schema changes in Salesforce organization to prevent restore failures
      2.  
        Restore Standard and Custom objects (Structured data restore)
      3.  
        Custom Object restore - post processing steps
      4.  
        Restore specific Records (Structured data) using Query filters
      5.  
        Restore Salesforce CRM Content (Unstructured data restore)
      6.  
        Restore Salesforce files/documents in Public/Shared libraries (Unstructured data restore)
      7.  
        Limitations of Salesforce Data restore
      8.  
        Salesforce Objects not supported for restore
      9.  
        Key considerations for Salesforce Metadata restore
      10.  
        Restore Salesforce Metadata
      11.  
        Limitations of Salesforce Metadata backup and restore
    11. About Entra ID (Azure AD) objects and records restore
      1.  
        Permissions requirement
      2.  
        Best practices to restore Entra ID objects
      3.  
        Restore an Entra ID object
      4.  
        Restore specific records within Entra ID objects
    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
  26. Restore dashboard
    1.  
      About Restore dashboard
    2.  
      Restore job statuses
    3.  
      How to cancel a restore job?
    4.  
      View the restore events
  27. 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
      1.  
        Downloading the Apps Consent Grant Utility
      2.  
        Installing or upgrading the Apps Consent Grant Utility
      3.  
        Post-installation activities for the Apps Consent Grant Utility
  28. 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
  29. 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
  30. Configure Tiering policy
    1. About the Tiering policy
      1.  
        Storage tiering and full-text search
      2.  
        User experience on storage tiering
      3.  
        Priority for storage Tiering
    2.  
      Add/edit Tiering policies
  31. Auditing
    1.  
      Auditing
  32. 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

System and API permissions for Salesforce

To enable Salesforce protection in Cohesity Alta SaaS Protection, a dedicated 'ASP Backup Admin' user must be created by cloning the 'Salesforce System Administrator' profile. This is the recommended approach to ensure comprehensive protection of the Salesforce organization. The 'ASP Backup Admin' user must be assigned a Salesforce license, as Cohesity Alta SaaS Protection does not currently support the Salesforce API Integration License, which has limited access to objects and features.

If an organization's security policies prohibit cloning the 'System Administrator' profile, a set of required permissions can be assigned to a permission set linked to the 'ASP Backup Admin' user created with a Standard user profile. It is strongly recommended to enable all the permissions listed here. If permission(s) are skipped, Cohesity will assume that customer fully understands its implications of the same and may not be able to help with issues arising out of such exclusions.

When using the Permission Set based approach to assign permissions, the ASP Backup Admin user must be assigned the Permission Set containing all the permissions listed herein before assigning the user to the Connected App created for Cohesity Alta SaaS Protection. In this case, instead of using System Admin Profile, use a Standard User profile. Refer to the KB article for Connected App creation, Setting up a Connected App in Salesforce for use by Cohesity Alta SaaS Protection. You need to assign the new Permission Set to the 'ASP Backup Admin' user instead of creating the user using 'System Administrator' profile. and provide the following:

  • Object permissions: 'Modify All' and 'Create' for all objects in the Salesforce organization (Standard and Custom).

  • Field permissions: 'Read Access' and 'Edit Access' for all fields in all objects (Standard and Custom).

  • Record Type permissions: 'Read' and 'Edit' access for all record types across all objects (Standard and Custom).

Ensure that all necessary feature licenses (for AppExchange products installed, if any) and feature PermissionSets are also assigned to the user.

Some permissions, such as 'Modify All Data,' will automatically enable other permissions. Additionally, other permissions not listed here may also be auto-enabled and must remain active for Cohesity Alta SaaS Protection to function properly.

Table:

Permissions

Data/Metadata

Salesforce description

Used by Cohesity Alta SaaS Protection for

System Permissions

Access Activities.

Data

Access tasks, events, calendar, and email.

Protection (backup and restore) of Tasks, Events, Calendar, and Email.

Access Libraries.

Data

Access libraries.

Protection of Libraries.

Apex REST Services

Data

Allow access to Apex REST services.

Access to Salesforce APIs

API Enabled.

Data and Metadata

Access any Salesforce.com API.

To access Salesforce APIs for backup and restore of Data and Metadata.

Assign Topics.

Data

Assign existing topics to feed items. Remove topics from feed items.

Restore of FeedItem (while assigning a topic to FeedItem)

Author Apex.

Metadata

Create Apex classes and triggers.

Restore of Apex classes and Triggers.

Change Dashboard Colors.

Metadata

Choose a dashboard color theme and palette.

Restore of Dashboards.

Chatter Internal User.

Data

Use all Chatter features.

Protection of Chatter Objects.

Create and Own New Chatter Groups.

Data

Create and own new Chatter groups.

Restore of Chatter Groups (CollationGroup Standard object).

Create Content Deliveries.

Data

Create content delivery links to share files that aren't managed by a library. To let a user create content deliveries for files in a library, enable Deliver Content for that user in the library.

Protection of Salesforce Orgs where the Content Delivery feature is enabled. Restore of public link Field for the Document/Attachment requires this.

Create Folders for Lightning Email Templates.

Metadata

Create Folders for Lightning Email Templates.

Restore of Email Template (in Folder).

Create Public Links.

Data

Let users create links to share files externally. Unlike content deliveries, public links can't be password protected. To let a user create links to files in a library, enable Deliver Content for that user in the library.

Restore of Public Links of Documents / Attachments / Files.

Create Topics.

Data

Create new topics by assigning them to feed items.

Restore of FeedItem (while assigning a topic to FeedItem).

Customize Application.

Metadata

Customize the organization using App Setup menu options.

'Required for 'Connected App' backup. Restore of various Metadata types, for example Custom Fields, Page Layout, and so on.

Edit HTML Templates.

Metadata

Edit Classic HTML Email Templates.

Restore of Email Templates.

Edit Read-Only Fields.

Data

Edit fields that are read only due to page layouts or field-level security.

Restore values back into some fields that are read-only due to page layout or field-level security.

Edit Tasks.

Data

Create, edit, and delete tasks.

Restore of Tasks.

Edit Topics.

Data

Edit topic names and descriptions.

Restore of Topics.

Manage All Private Reports and Dashboards.

Metadata

Allows full access to reports and dashboards in all other users' private folders (API only).

Restore to reports and dashboards in all other users' private folders (API only).

Manage Auth. Providers.

Metadata

Create and edit Auth. Providers.

Restore of Auth Providers.

Manage Certificates.

Metadata

Ability to manage certificates.

Protection of Certificates.

Manage Chatter Messages and Direct Messages.

Data

Access all users' messages sent in Chatter.

Protection of Chatter data.

Manage Connected Apps.

Metadata

Manage, create, edit, and delete connected applications.

Restore of Connected Apps.

Manage Custom Permissions.

Metadata

Create, edit, and delete custom permissions.

Restore of PermissionSets and Profiles.

Manage Custom Report Types.

Metadata

Create, edit, and delete custom report types.

Restore of Custom Reports.

Manage Dashboards in Public Folders.

Metadata

Create, edit, delete dashboards, and manage their sharing in all public folders.

Restore of Custom Dashboards.

Manage Data Categories.

Metadata

Create, edit, and delete data categories.

Protection of 'DataCategoryGroup' backup.

Manage Data Integrations.

Data

Monitor or abort Bulk API jobs.

Bulk API management (during backup and restore).

Create Libraries.

Data

Create libraries.

Restore of Library.

Manage Letterhead.

Data and Metadata

Create, edit, and delete letterheads for HTML emails.

Protection of Email Letterheads.

Manage Multi-Factor Authentication in API.

Metadata

Use the API to manage user identity verification methods for multi-factor authentication.

Required for Metadata Backup.

Manage Public Classic Email Templates.

Metadata

Create, edit, and delete text emails, mail merge templates, and folders for public email templates.

Restore of Email Template in Folder.

Manage Public Documents.

Data

Create, edit, and delete folders for public documents.

Restore of Folders for Documents.

Manage Public List Views.

Metadata

Create, edit, and delete public list views.

Restore of List Views.

Manage Reports in Public Folders.

Metadata

Create, edit, delete reports, and manage their sharing in all public folders.

Restore of Reports in Public Folder.

Manage Unlisted Groups.

Data

View and moderate unlisted Chatter groups.

Protection of Unlisted Groups.

Manage Users.

Metadata

Create, edit, and deactivate users, and manage security settings, including profiles and roles.

Restore of Users.

Modify All Data.

Data

Create, edit, and delete all organization data, regardless of sharing settings.

Needed for auto-inclusion of new objects and related objects. Third-party product objects, custom objects as and when they get added to the Org, they will get picked up by ASP only if this permission is given. Some objects (TopicAssignment, FeedRevision, FeedAttachment, Announcement, FeedComment, EntitySubscription) require this permission for query. A few other objects require this permission for Metadata restore.

Modify Metadata through Metadata API Functions.

Metadata

Create, read, edit, and delete org metadata. Users must have appropriate access rights to the metadata they're trying to modify. Be careful if delegating this permission. Some metadata runs in a system context, when object permissions, field-level security, and sharing rules that apply to the user are ignored. For example, Apex runs in a system context.

Metadata restores.

Update Email Messages.

Data

Modify certain email message-related records.

Restore of EmailMessages.

View All Custom Settings.

Metadata

Let users view all custom setting data directly and by the API.

Protection of Custom Settings.

View All Lookup Record Names.

Data

View the record names in lookup fields regardless of sharing settings. Lookup fields include system fields, such as Created By and Last Modified By.

Backup of System Fields.

View All Profiles.

Metadata

View all user profiles, regardless of profile filtering setting.

Backup of Profiles.

View All Data.

Metadata and Data

View all organizational data, regardless of sharing settings.

Backup of Data and Metadata.

View And Edit Converted Leads.

Data

View and edit converted lead records.

Restore of Converted Leads.

View Developer Name

Data

View the DeveloperName field by the API.

Backup of Developer Name field.

View Encrypted Data

Data

View the value of encrypted fields in plain text.

Protection of Encrypted Fields.

App permissions

Edit Case Comments.

Data

Edit their own case comments but not other user's comments.

Restore of CaseComment.

Import Solutions

Data

Import solutions for the organization.

Protection of Solutions.

Manage Cases.

Data

Administer case settings, including Email-to-Case and mass transfer of cases.

Protection of Cases.

Manage Categories.

Data

Define and modify solution categories settings.

Define and modify solution categories settings.

Manage Entitlements.

Data

Enable, create, and update entitlement management items.

Enable, create, and update entitlement management items.

Manage Content Permissions.

Data

Create, edit, and delete library permissions in Salesforce CRM Content.

Create, edit, and delete library permissions in Salesforce CRM Content.

Manage Content Properties.

Data

Create, edit, and delete custom fields in Salesforce CRM Content.

Create, edit, and delete custom fields in Salesforce CRM Content.

Manage Flow.

Data

Allow users to view, create, edit, delete, and activate all flows and flow types in Lightning Experience apps and Setup.

Protection of Workflows

Manage record types and layouts for Files.

Data and Metadata

Create, edit, and delete content types in Salesforce CRM Content.

Create, edit, and delete content types in Salesforce CRM Content.

Manage Salesforce CRM Content.

Data

Create, edit, and delete libraries and library memberships.

Create, edit, and delete libraries and library memberships.

Query All Files

Data

Allows View All Data users to SOQL query all files in the org.

Protection of Documents / Attachments / Files / Salesforce CRM Content.