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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
- API permissions
- Administrator portal (Web UI)
- Manage users and roles
- What is a connector?
- What is a connector?
- Supported SaaS workloads and backup capabilities
- Workflow to protect data using Cohesity Alta SaaS Protection
- Know your subscription details
- About transient errors
- Overview of adding connectors
- Configure General settings
- Configure Capture scope
- Configure User filter
- Configure Group filter
- Configure Folder filter
- Configure credentials
- Configure Custom backup policy and guidelines
- Configure Delete policy for SharePoint Online and guidelines
- Configure Stubbing policy
- Guidelines to configure Stubbing policy for SharePoint Online
- Schedule a backup
- Configure email addresses to get notifications
- Review configuration and edit/save/initiate backup
- Connectors page
- Connector status
- Edit connector configuration
- Delete connectors
- Pre-requisites for Microsoft 365 connectors
- Protect Microsoft 365 Multi-Geo tenant
- Protect Exchange Online data
- Protect SharePoint sites and data
- Add SharePoint connectors
- Supported and unsupported SharePoint Settings and Types for backup and restore
- Supported Sites and List templates for backup and restore
- Supported SharePoint permission objects for backup and restore
- Configuring capture scope for SharePoint connectors
- End-user SharePoint data access in Cohesity Alta SaaS Protection
- Run the Delete and Stubbing policies to the SharePoint Online environment
- Limitations of SharePoint connector
- Protect Teams sites
- Protect OneDrive data
- Protect Teams chats
- Protect GoogleDrive data
- Protect Gmail data
- Protect Audit logs
- Protect Salesforce data and metada
- Protect Entra ID objects
- Protect Box data
- Protect Slack data
- Protect Email/Message data
- Configure Retention policies
- Perform backups
- View and share backed-up data
- Analytics
- About analytics
- Gain insights into storage utilization
- Gain insights into storage utilization for Entra ID and Salesforce connectors
- Gain insights into blocked activities, most active users, and more
- Gain insights into data volume (size and item count) on legal hold
- Gain insights into data volume (size and item count) saved in different Enhanced cases
- Gain insights into data volume (size and count) under different policies
- Gain insights into data volume (size and item count) under different Tags
- Gain insights into data volume (size and item count) under different Tags behaviors
- Gain insights into storage savings after deduplication and compression
- Gain insights into data ingestion trends
- Perform restores using Administration portal
- About restore
- Prerequisites for restore
- Restore Exchange Online mailboxes
- Restore SharePoint/OneDrive/Teams Sites and data
- Restore Teams chat messages and Teams channel conversations
- Restore O365 audit logs
- Restore Box data
- Restore Google Drive data
- Restore Gmail data
- About Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding
- Guidelines for Schema changes in Salesforce organization to prevent restore failures
- Restore Standard and Custom objects (Structured data restore)
- Custom Object restore - post processing steps
- Restore specific Records (Structured data) using Query filters
- Restore Salesforce CRM Content (Unstructured data restore)
- Restore Salesforce files/documents in Public/Shared libraries (Unstructured data restore)
- Limitations of Salesforce Data restore
- Salesforce Objects not supported for restore
- Key considerations for Salesforce Metadata restore
- Restore Salesforce Metadata
- Limitations of Salesforce Metadata backup and restore
- About Entra ID (Azure AD) objects and records restore
- Restore Slack data
- Restore data to File server
- Set default restore point
- Configure Restore all, Restore all versions, Point-in-time, and Specific range restore options
- Configure email addresses for notifications
- Downloading an item
- Restore dashboard
- Install services and utilities
- About services and utilities
- Pre-requisites to download and install services and utilities
- Downloading services and utilities
- Where to install the services and utilities
- Installing or upgrading services and utilities
- Configuring service accounts for services and utilities
- About the Apps Consent Grant Utility
- Discovery
- Configure Tagging polices
- Configure Tiering policy
- Auditing
- Manage Stors (Storages)
Assign Discovery cases to users
To assign the Discovery cases to users
- Open a web browser and access the Administration portal URL.
- Click Discovery.
- On the left, click Cases.
- Click the required Discovery case.
- Click Permissions.
- Click + Assign permissions.
- On the Assign permissions page, add the users to whom to assign the Discovery case.
- From the Permissions section, assign one of the following permissions, and then click Assign.
Read: This permission allows the user to read the particular Discovery case and view its configuration details.
Modify: This permission allows the user to modify the particular Discovery case, including the ability to add search results to it.
Export Utility: This permission allows the user to run the Export Utility in the Case mode. The user still needs to have access to the items they want to restore (they will need permissions such as Access All Items or Read Case Items).
Read Case Items: This permission allows the user to read items in the assigned Discovery case.