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Cohesity Alta SaaS Protection Administrator's Guide

Last Published: 2025-08-04

Product(s): Alta SaaS Protection (3.2.1)

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)
Cohesity Alta SaaS Protection Copilot (AI chatbot)
1. Cohesity Alta SaaS Protection Copilot (AI chatbot)
Cohesity Alta SaaS Protection Administrator portal (Web UI)
1. About Cohesity Alta SaaS Protection Administration portal
2. Configure Cohesity Alta SaaS Protection Administration portal
3. View upgrade history
Supported SaaS workloads
1. Supported SaaS workloads and backup capabilities
Workflow to protect data using Cohesity Alta SaaS Protection
1. Workflow to protect data using Cohesity Alta SaaS Protection
2. Know your subscription details
Manage users and roles
1. Role-based access control
2. Permissions tab
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
What is a connector?
1. What is a connector?
2. About transient errors
3. Overview of adding connectors
4. Configure General settings
5. Configure Capture scope
6. Configure User filter
7. Configure Group filter
8. Configure Folder filter
9. 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
10. Configure Custom backup policy and guidelines
11. Configure Delete policy for SharePoint Online and guidelines
12. Configure Stubbing policy
13. Guidelines to configure Stubbing policy for SharePoint Online
14. Schedule a backup
15. Configure email addresses to get notifications
16. Review configuration and edit/save/initiate backup
17. Connectors page
18. Connector status
19. Edit connector configuration
20. Delete connectors
Pre-requisites to setup protection for M365
1. Pre-requisites to setup protection for M365
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. Setting up Exchange Online data protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Exchange connectors
Protect SharePoint sites and data
1. Setting up SharePoint Online protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for SharePoint connectors
  2. Configure additional backup options for SharePoint/Teams site/ OneDrive connectors
2. Backup and restore support for SharePoint Online
3. End-user SharePoint data access in Cohesity Alta SaaS Protection
4. Run the Delete and Stubbing policies to the SharePoint Online environment
5. Backup limitations for SharePoint Online
Protect Teams sites
1. Setting up Teams Site protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Team site collections connectors
2. Backup limitations for Teams site collections
Protect OneDrive data
1. Setting up OneDrive protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for OneDrive connectors
Protect Teams chats
1. Setting up Teams chat protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Teams chat connectors
2. Backup limitations for Teams chat
Protect GoogleDrive data
1. Prerequisites to setup Google Drive protection with Cohesity Alta SaaS Protection
2. Setting up Google Drive protection with Cohesity Alta SaaS Protection
  1. Configure Capture scope Google Drive connectors
3. Backup limitations for Google Drive
4. FAQs
Protect Gmail data
1. Prerequisites to setup Gmail protection with Cohesity Alta SaaS Protection
2. Setting up Gmail protection with Cohesity Alta SaaS Protection
  1. 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. Setting up Entra ID protection with Cohesity Alta SaaS Protection
2. Backup and restore limitations for Entra ID
Protect Box data
1. Prerequisites for Box connectors configuration
2. Setting up Box protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Box connector
3. Backup limitations for Box data
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. Analytics page and refresh behavior
3. Aggregation buckets
4. Gain insights into storage utilization
5. Gain insights into storage utilization for Entra ID and Salesforce connectors
6. Gain insights into blocked activities, most active users, and more
7. Gain insights into data volume (size and item count) on legal hold
8. Gain insights into data volume (size and item count) saved in different Enhanced cases
9. Gain insights into data volume (size and count) under different policies
10. Gain insights into data volume (size and item count) under different Tags
11. Gain insights into data volume (size and item count) under different Tags behaviors
12. Gain insights into storage savings after deduplication and compression
13. 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. Restore limitations for SharePoint Online
5. Restore Teams chat messages and Teams channel conversations
  1. Restore limitations for Teams chat
6. Restore O365 audit logs
7. Restore Box data
  1. Restore limitations for Box
8. Restore Google Drive data
  1. 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 Data, Metadata, and CRM Content restore and Sandbox seeding

Here is the overview on the restore procedure for you need to perform for Salesforce Data, Metadata, CRM Content, and Sandbox seeding.

Salesforce Data, Metadata, and CRM Content restore

Table:

Restore of the Standard and Custom objects (Structured data)

This procedure restores structured data that includes standard and custom objects, its associated records, nested child objects and records, and linked files, attachments, documents, and notes.

You can restore the structured data in two ways:

Restore the whole object:
Restoring the whole object method is most suitable when restoring many or all records within the object. The process may take longer, as all records within the selected object are compared with records in the target Salesforce instance before the restore.
See Restore Standard and Custom objects (Structured data restore).
Restore specific records within the object :
If the records to be restored are known, you can select the exact records using queries. This method is faster compared to restoring the whole object.
See Restore specific Records (Structured data) using Query filters.

Restore of the Salesforce CRM Content (Unstructured data)

This procedure restores unstructured data, such as files and documents that are not linked to structured data. It includes files and documents from public/shared libraries created using the File tab tab. It also includes restoring all public/shared libraries.

See Restore Salesforce CRM Content (Unstructured data restore).

Restore of the custom Metadata

This procedure restores the metadata such as profiles, roles, settings, and so on associated with the data.

See Restore Salesforce Metadata.

Note:

Restoring the Connected app removes the ConsumerKey from the .zip file before restoring, as a new ConsumerKey is generated at the destination organization.

Sandbox seeding

You can restore the Salesforce data and metadata to the same or another Salesforce instance. Restoring data and metadata to another instance is also referred as Sandbox seeding. Cohesity Alta SaaS Protection supports the following configurations for Sandbox seeding:

Production to Sandbox
Sandbox to Sandbox

The following are the prerequisites to perform Sandbox seeding:

Configure a separate export location for the target Salesforce organization.
Note:
You are required to add a Salesforce connector for the target Salesforce organization. This process auto-creates an export location for it.

Note:

To restore an inactive owner, refer to the link: https://help.salesforce.com/s/articleView?id=000386875&type=1