Veritas Alta™ SaaS Protection Administrator's Guide

Last Published:
Product(s): Veritas Alta SaaS Protection (1.0)
  1. Section I. Introduction to Veritas Alta™ SaaS Protection
    1. Introduction to Veritas Alta™ SaaS Protection
      1.  
        About Veritas Alta™ SaaS Protection
      2.  
        Features of Veritas Alta™ SaaS Protection
      3.  
        Tenant hosting methods
      4.  
        Services and utilities
      5.  
        Architecture of Veritas Alta™ SaaS Protection
      6.  
        Authentication and authorization
  2. Section II. Administration
    1. Administration portal
      1.  
        About the Administration portal
      2.  
        System page
      3.  
        Analytics page
    2. General administrative tasks
      1.  
        Configuring system
      2.  
        Configuring the Administration portal
      3.  
        Viewing upgrade history
      4. Viewing licensing details
        1.  
          License page - SKU based
        2.  
          License page - Usage based
  3. Section III. Manage backups (connectors)
    1. Overview
      1. About backup jobs (connectors)
        1.  
          Supported SaaS application for backup
      2. Overview for adding backup jobs (connectors)
        1.  
          Configuring basic settings
        2. Configuring the capture scope
          1.  
            Filtering users based on Entra ID (Azure AD) extended attributes
          2.  
            Filtering users based on Microsoft Entra ID (Azure AD) group membership
          3.  
            Filtering folders
        3. Configuring credentials
          1.  
            Using the Manual mode for authentication
          2. Using M365 app registration method
            1.  
              Assigning M365 apps
            2.  
              Granting admin consent manually
            3.  
              M365 registered applications statuses
            4.  
              Recovery of M365 apps
            5.  
              Adding impersonation account for Exchange Online data
            6.  
              Assigning roles to the M365 apps for Exchange Online data
          3. API permissions for M365 App Registration mode
            1.  
              API permissions for the Exchange Online
            2.  
              API permissions for SharePoint, OneDrive for Business, and Teams Sites Collections back up and restore
            3.  
              API permissions for Teams chat
        4. Configuring or updating backup policies
          1.  
            About the Custom backup policy
        5. Configuring or updating Delete and Stub policies
          1.  
            About the Delete and Stub policies for SharePoint Online
        6.  
          Scheduling backup job
      3. Apps Consent Grant utility
        1.  
          Prerequisites to download and install the services and utilities
        2.  
          Post-installation activities for the Apps Consent Grant utility
        3.  
          Downloading services and utilities
        4.  
          Installing or upgrading services and utilities
        5.  
          Connecting the utility to M365 tenant
        6.  
          Granting multiple admin consents using the App Consent Grant utility
    2. Backup Exchange Online mailboxes
      1.  
        Supported Exchange Online data for backup
      2.  
        Adding backup jobs (connectors) for Exchange Online data
      3. Configuring backup scopes for Exchange Online data
        1.  
          Configure the capture scope to backup all users' mailboxes
        2.  
          Configure the capture scope to backup only specific users' mailboxes
        3.  
          Configure the capture scope to backup Group/Teams mailboxes
        4.  
          Configure the capture scope to backup Public Folders
    3. Backup SharePoint Online
      1. Supported SharePoint Online data for backup
        1.  
          Supported site collection, site settings, list settings, columns types, and content types
        2.  
          Supported site and list templates
        3.  
          Supported permission objects
      2. Adding backup jobs (connectors) for SharePoint Online sites and data
        1.  
          Configuring backup scopes for SharePoint Online sites and data
      3.  
        Limitations for SharePoint Online data backup
    4. Backup Teams Sites collections
      1.  
        Supported Teams site collection data for backup
      2. Adding backup jobs (connectors) for Teams site collections data
        1.  
          Configuring backup scopes for Team site collections data
      3.  
        Limitations for Teams site collection backup
    5. Backup OneDrive for Business
      1.  
        Supported OneDrive for Business data for backup
      2. Adding a backup jobs (connector) for OneDrive for Business data
        1.  
          Configuring backup scopes for OneDrive data
    6. Backup Teams chats
      1.  
        Supported Teams chat data for backup
      2. Adding a backup jobs (connectors) for Teams chats data
        1.  
          Configuring backup scopes for Teams chat data
      3.  
        Limitations for Teams chat backup
    7. Backup Audit logs
      1.  
        Adding backup jobs (connectors) for O365 Audit logs
    8. Backup Google Drive data
      1.  
        Prerequisites
      2.  
        API permissions for Gmail and Google Drive
      3. Supported Google Drive data for backup
        1.  
          Conversion formats after Google Drive data restore
      4. Adding backup jobs (connectors) for Google Drive data
        1.  
          Configuring backup scopes for Google Drive data
      5.  
        Limitation for Google Drive data backup
    9. Backup Gmail data
      1.  
        Supported Gmail data for backup
      2. Adding backup jobs (connectors) for Gmail data
        1.  
          Configuring backup scopes for Gmail data
    10. Backup Salesforce data
      1.  
        Adding backup jobs (connectors) for Salesforce data
      2.  
        Prerequisites to add Salesforce connectors
      3. Limitations
        1.  
          Salesforce objects not supported for backup
        2.  
          Salesforce objects not supported for restore
    11. Backup Microsoft Entra ID (Azure AD) objects
      1.  
        Supported Microsoft Entra ID objects for backup
      2.  
        Adding backup jobs (connectors) for Microsoft Entra ID (Azure AD)
      3.  
        Limitations for backup and restore
    12. Backup Box data
      1.  
        Prerequisites
      2.  
        Supported Box data for backup
      3. Adding backup jobs (connectors) for Box data
        1.  
          Configuring backup scopes for Box data
      4.  
        Limitations for Box data backup
    13. Backup Slack data
      1.  
        Adding backup jobs (connectors) for Slack data
      2.  
        Limitations
    14. Backup EML data
      1. Backup Email/Messages
        1.  
          Prerequisite
        2.  
          Adding backup jobs (connectors) for EML/Messages data
    15. Managing backup jobs (connectors)
      1.  
        Performing on-demand backup
      2.  
        Running Delete and Stub policies for SharePoint Online data
      3.  
        Scheduling a backup job
      4.  
        Editing backup jobs (connectors)
      5.  
        Deleting backup jobs (connectors)
    16. Backup jobs (connectors) statuses
      1.  
        Viewing backup jobs (connectors) statuses
      2.  
        Backup statuses
    17. Browsing the backed-up data
      1.  
        Browsing backed-up data
    18. Events
      1.  
        Viewing backup events
      2.  
        About Event suppression
      3.  
        Creating event suppression rules
  4. Section IV. Manage restores
    1. About restore
      1.  
        About Veritas Alta™ SaaS Protection restore
    2. Prerequisites for data restore
      1.  
        Prerequisites for data restore
    3. Restore dashboard
      1.  
        About the Restore dashboard
      2.  
        Restore job statuses
      3.  
        How to cancel the restore job?
      4.  
        View the restore events
    4. Restore Exchange Online mailboxes
      1.  
        Restore Exchange Online mailboxes
      2.  
        Supported Item Class for restore
      3.  
        Limitation
    5. Restore SharePoint Online data
      1.  
        Restore SharePoint/OneDrive/Teams site data
      2.  
        Recovery process and restore destination options
      3.  
        Recovery of OneDrive, Microsoft 365 Group, and Microsoft Teams sites
      4.  
        Stub restore behavior
      5.  
        Permissions restore
      6. Restrictions for restore
        1.  
          Limitations for restore
      7.  
        Limitations for restore
    6. Restore Teams chats and Teams Channel conversations
      1.  
        Restore Teams chats and Teams channel conversations
      2.  
        Limitations of Teams chat data restore
    7. Restore Audit logs
      1.  
        Restore O365 audit logs
    8. Restore Box data
      1.  
        Restore Box data
      2.  
        Limitations for Box data restore
    9. Restore Google Drive data
      1.  
        Restore Google Drive data
      2.  
        Limitation for Google Drive data restore
    10. Restore Gmail data
      1.  
        Restore Gmail data
    11. Restore Salesforce data
      1.  
        About Salesforce data restore
      2.  
        Restore entire object to the same or different organization
      3.  
        Restore specific records to the same or different organization
      4.  
        Restore specific records to same or different organization (using filters)
    12. Restore Microsoft Entra ID objects
      1. About restoring Microsoft Entra ID (Azure AD) objects and records
        1.  
          Permissions requirement
      2.  
        Best practices for restoring Entra ID objects
      3.  
        Restoring entire Microsoft Entra ID object
      4.  
        Restoring specific records within Microsoft Entra ID objects
    13. Restore Slack data
      1.  
        Restore Slack data
    14. Restore data to File server
      1.  
        Restore data to File server
    15. Restore options
      1.  
        Set the default restore point
      2.  
        Choosing items to restore (all or point-in-time)
      3.  
        Overwrite restore behavior for Exchange Online data
      4.  
        Overwrite restore behavior for SharePoint Online data
      5.  
        Overwrite restore behavior for Box data
      6.  
        Configuring email addresses for notifications
  5. Section V. Manage data sharing
    1. Share data
      1.  
        Sharing data with other users
      2.  
        Removing admin shares
  6. Section VI. Manage data downloads
    1. Download data
      1.  
        Downloading item
  7. Section VII. Manage Stors (Storages)
    1. Manage Stors (Storages)
      1.  
        Viewing Stors (Storages)
      2.  
        Requesting a new Stor
      3.  
        General tab
      4.  
        Metadata tab
      5.  
        Statistical policies tab
      6.  
        Location-Mapping tab
      7.  
        Backup tab
      8.  
        Custodian Groups tab
      9.  
        Advanced tab
      10.  
        Analytics tab
  8. Section VIII. Policies to manage the backed-up data
    1. About policies in Veritas Alta™ SaaS Protection
      1.  
        About policies in Veritas Alta™ SaaS Protection
      2. About WORM policies
        1.  
          Points to consider before adding retention policies
      3.  
        About the Deletion policy
      4. About Tiering policy
        1.  
          Storage tiering and full-text search
        2.  
          User experience on storage tiering
        3.  
          Priority for storage tiering
      5.  
        About Tagging policy
      6.  
        How to edit the policy evaluation interval?
    2. Confguring policies for data retention (WORM policies)
      1.  
        Adding and updating ingestion WORM retention policies
      2.  
        Adding or updating At-Rest WORM retention policies
    3. Configuring policies for data deletion (Deletion policy)
      1.  
        Adding or updating Deletion policies
      2.  
        Viewing the deletion history
    4. Configuring policies for data tiering (Tiering policy)
      1.  
        Adding or updating Tier policies
    5. Configuring Tagging polices
      1.  
        Adding Tags
      2.  
        Adding or updating Tagging policies
      3. Adding regular expressions
        1.  
          RegEx and query examples for PII detection
    6. Managing policies
      1.  
        Deleting policies
      2.  
        Analyzing the effect of policies
      3.  
        Analytics page for policies
  9. Section IX. Manage users and roles
    1. Managing users and roles
      1.  
        About user and roles
      2.  
        Assigning the Default role to users
      3.  
        Adding new roles
      4.  
        Searching for a specific user or group
      5.  
        Assigning or editing permissions for users
      6.  
        The allowed list of the unrecognized retrieval users
  10. Section X. Manage Discovery cases and searches
    1. Managing Discovery cases
      1.  
        About eDiscovery
      2.  
        Adding Discovery cases
      3.  
        Viewing data in Discovery cases
      4.  
        Editing Discovery cases
      5.  
        Deleting Discovery cases
      6.  
        Assigning Discovery cases to users
      7.  
        Ad hoc search and then adding data to Discovery cases
      8.  
        Adding Discovery case template
  11. Section XI. Manage Scopes
    1. Managing Scopes
      1.  
        About Scopes
      2.  
        Enabling Scopes
      3.  
        Configuring Scopes
      4.  
        Using Scopes
  12. Section XII. Manage auditing
    1. Managing auditing
      1.  
        About auditing

Adding or updating At-Rest WORM retention policies

You should contact Veritas Support before configuring this policy. To know more about retention policy, See About WORM policies .

To add or update the At-Rest WORM retention policies

  1. Open a web browser and access the Administration portal URL. The home page of the Administration portal is displayed.
  2. Click Retention.
  3. On the left, click At-Rest WORM retention policies.
  4. Do one of the following:
    • To add a new policy, click New policy.

    • To update existing policy, click the name of the policy.

  5. On the Create policy page, perform the following steps:
    • Enter an appropriate name for the policy.

    • From the Stor drop-down list, select the Stor for which the policy has to be added.

    • Select one of the following schedules to run the policy:

      • One time: Runs once, and then its schedule changes to Never.

      • Continuous: Runs every time policy evaluation runs.

      • Date range: Lets you specify a From and To date range to run the policy.

      • Never: Set this option if you are not ready to run the policy or want to stop the policy from running. The One time-scheduled policies are converted to Never after its runs.

    • Select one of the following modes as required:

      • Preview: Lists the items for retention.

        To ensure that you understand fully the scope of data that will be retained, run the policy in Preview mode initially.

      • Production: Retains the items as per policy.

    • By default, the policy is disabled; it is saved but will not run. Toggle the Status option to enable the policy.

      As soon as the policy is enabled, it runs as per the schedule that is set in the Schedule section.

    • Configure the policy based on one of the following criteria:

      • Last modified date: Select the option to create a policy based on the item's last modified date.

      • Archived date: Select the option to create a policy based on the item's archived date.

      • Date item: Select this option to retain the item for a certain period from when it starts meeting the policy.

      • Exact date: Select this option to set a specific date for the retention period. For times when you do not want the retention calculated, and you want items to expire on a specific date.

      • Metadata: Select the required metadata.

        When this option is selected, the available datetime or smalldatetime fields in the Stors metadata are displayed in the Metadata drop-down. You can then specify the period beyond that given date to retain the item version.

    • From the Retention period drop-down list, set the required retention period (in days, months, or years).

    • To filter data, do the following:

      • Click Add a filter.

      • From the drop-down list, select the required criteria such as Last accessed date, Data owner, and so on.

      • Select the operator from the drop-down list.

      • Enter values based on which you want to apply policy.

        You can add multiple filters as required. The <Remove filter> icon next to the added filter helps remove the filter from this policy.

      • Click Create to add a policy.

        While you editing the policy, the Update option is displayed. Click it to save the changes.

        The policy is displayed on the At-Rest WORM retention policies page under the Stor for which you have added the policy.

Example to add filter:

  • Click Add a filter.

  • Select the Last accessed option.

  • Set the required value on the calendar.

  • Set the required operator.

    A few operators for the Last accessed filter are described as follows:

  • Before: The policy is applied on the data which is accessed before the specified date and time.

  • After: The policy is applied on the data which is accessed after the specified date and time.

  • Between: Policy is applied on the data which is accesses within a specified date and time range.