Cohesity Alta SaaS Protection Administrator's Guide
- 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)
Configure capture scope for Team site collections connectors
You can use one of the following procedures as per your backup requirement:
To back up all Team site collections.
To back up specific Team site collections only.
To back up only specific Team site collections using the Rolling site collection scope option.
To configure this connector for a , 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 Team site collections connectors
- Do any of the following:
To back up all Team site collections...
To back up specific Team site collections only...
To back up only specific Team site collections using the Rolling site collection scope option...
Click All group and team site collections.
Do the following to enter a URL of the Admin center:
Click the Use default icon next to the Admin site URL option.
The default URL is populated in the field as https://<company>-admin.sharepoint.com.
Replace the <company> field with the name of the organization or tenant.
Click Specific site collections.
Do the following to enter a URL of the Admin center:
Click the Use default icon next to the Admin site URL option.
The default URL is populated in the field as https://<company>-admin.sharepoint.com.
Replace <company> with the name of the organization or tenant.
Click + Add specific site collection and do the following:
On the + Add specific site collection page, click the Use default icon next to the Admin site URL option.
The default URL is populated in the field as https://<company>-admin.sharepoint.com. 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 that are added are displayed on the screen. You can use the Remove option to remove the selected site from the list.
Click All group and team site collections.
Do the following to enter a URL of the Admin center:
Click the Use default icon next to the Admin site URL option.
The default URL is populated in the field as https://<company>-admin.sharepoint.com.
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.
- 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 subsequently disabled after a few backups, the corresponding 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 enabled earlier and then disabled after a few backups, the permission information is removed from the backup.
See Supported SharePoint permission objects for backup and restore.
- Configure folder filters to limit the backup scope to specific folders.
- Click Next to configure credentials.