Cohesity Alta SaaS Protection 2.x.x 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)
Users and groups page
The page lets you add, view, and manage user details, export user lists, and configure permissions.
See Permissions tab.
You can perform the following actions:
Table:
Actions | Description |
|---|---|
To see existing users. | Use the option. |
To search for a specific user. | Use the option for complex queries. |
To start the user creation process. | Click . |
When you click the option, you can perform the following:
Table:
To see existing users. | Use the option. |
To search for a specific user. | Use the option for complex queries. |
To start the user creation process. | Click . |
To export the list to CSV. | Click . |
To edit the user's details. | Click the name of the user. |
To view the user's details. | Click within the row of the user. |
To assign permissions to the user, follow the procedure outlined on this page or watch the video tutorial below.
Video tutorial to assign permissions
You can add users to Cohesity Alta SaaS Protection and assign roles to the users. You can use the following procedure to add users.
To add users and assign permissions
- Access the Administration portal.
- Click Administration.
- On the left, expand Permissions and click Users and groups.
- Click New User.
- On the New User page, do the following:
Enter a name for the user.
Toggle the State option to enable the user.
In the Identifier field, enter the Microsoft email address of the user.
Click Manage permissions.
On the Manage permission page, select the required permission, and then click Assign.
See Permissions tab.
Click + Assign permissions.
On the Assign permissions page, select the required Discovery case from the dropdown list, and provide the required permission on the selected case and click Assign.
Select the required roles for the user from the Roles dropdown list.
Assign the following permissions as required:
Stor Admin permissions
Enabling this permission allows Stor Admins to manage settings and policies for assigned Stors only. They can only manage Stors within this scope. This permission does not affect users' ability to browse or search content.
To allow this permission to the user:
Click Enable this feature.
From the Select one or more Stors, click the required Stors.
Custodian Group Admin permissions
To allow this permission to the user:
Click Enable this feature.
From the Select one or more Custodian Groups, click the required Stors.
Location permissions
Enabling Location permissions allows users to manage content only within assigned locations.
To allow this permission to the user:
Click Enable this feature.
Click Add locations.
On the Select locations page, select the locations to be assigned for the users, and click Select.
Click Save.