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

Configure capture scope for OneDrive connectors

You can use the following procedure to configure the capture scope to back up all OneDrive site collections.

You can use one of the following procedures as per your backup requirement:

  • To back up the data from all OneDrive sites.

  • To back up the data from specific OneDrive sites only.

  • To back up the data only from specific OneDrive sites using the Rolling site collection scope option.

To configure this connector for a Microsoft 365 Multi-Geo tenant, you must refer to the topic, See Considerations for adding SharePoint/Teams Sites/OneDrive connectors for Microsoft 365 Multi-Geo tenant.

To configure the capture scope for OneDrive connectors

  1. Do any of the following:

    To back up the data from all OneDrive sites...

    To back up the data from specific OneDrive sites only....

    To back up the data only from specific OneDrive sites using the Rolling site collection scope option....

    • Click OneDrive site collections.

    • Do the following to enter Admin Site URL and My Site / OneDrive collection base URL:

      • Click the Use default icon next to the respective fields.

        The default URL is populated.

      • Replace the <company> field with the name of the organization or tenant.

    • Click Specific site collections.

    • Click + Add specific site collection.

    • On the + Add specific site collection page, click the Use default icon next..

      The default URL is populated. Replace <company> with the name of the organization or tenant. Click Add.

    • Repeat the procedure to add more sites as per your backup required.

      The sites are displayed on the screen. You can use the Remove option to remove the selected site from the list.

    • Click OneDrive for business site collections.

    • Do the following to enter Admin Site URL and My Site / OneDrive collection base URL:

      • Click the Use default icon next to the respective fields.

        The default URL is populated.

      • Replace <company> with the name of the organization or tenant.

      • Click the Rolling site collection scope option and then enter the number of sites you want to map for this connector.

        Only the specified number of sites are backed up using this connector.

  2. Do the following:
    • To back up document libraries only, select the Process document libraries only check box.

      If this check box is selected, lists, blogs, and wikis are excluded from the backup.

    • To exclude SharePoint internal lists and catalog-based libraries, such as the master page gallery, preservation hold library, and style library from the backup, select the Exclude system lists check box.

    • To set the number of versions of the item that are to be backed up, select the Capture max__versions check box and enter the number of versions to be backed up.

      If the check box is not selected, all versions of the items are backed up. When the check box is selected, only the set number of versions is backed up. Any versions beyond the specified number are marked as Removed from source.

    • To back up the settings, columns, and content types, select the Capture settings, columns, content types check box.

      This check box is selected by default. If the check box is not selected, the backup does not include the settings, columns, and content types at the site collection, sub-site, and list levels. The site collections, sites, and lists are not recreated during restore.

      If the setting was enabled earlier and then disabled after a few backups, the permission information is removed from the backup.

      Subsequent backups capture the metadata again if there are any changes.

      For more details on when to select this option, See Supported and unsupported SharePoint Settings and Types for backup and restore.

    • To back up the SharePoint permission objects, select the Capture permissions check box.

      Subsequent backups recapture these settings if they have changed. Permission changes are only captured during full backups for items and their stub.

      If the setting was previously enabled and then disabled after a few backups, the permission information gets removed from the backup.

      See Supported SharePoint permission objects for backup and restore.

    • To restrict users from specific domain, select the Restrict to users with specific mail domains check box and enter the domain names.

  3. (Optional) Configure folder filters to limit the backup scope to specific folders.

    See Configure Folder filter.

  4. Click Next to configure credentials.

    See Configure credentials.