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.  
        Architecture of Veritas Alta™ SaaS Protection
      5.  
        Services and utilities
  2. Section II. Administration
    1. Administration portal
      1.  
        About the Administration portal
      2.  
        Analytics
      3.  
        System
    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 applications for backup and restore
      2. Overview for adding backup jobs (connectors)
        1.  
          Configuring the general settings
        2. Configuring the capture scope
          1.  
            Filtering users based on Entra ID (Azure AD) extended attributes
          2.  
            Filtering users based on Entra ID (Azure AD) group membership
          3.  
            Filtering folders
        3. Configuring credentials
          1.  
            Configuring credentials using the Manual mode
          2. Configuring credentials using the M365 App Registrations mode
            1. Assigning apps to connector
              1.  
                Statuses of the Microsoft 365 registered apps
            2.  
              Granting admin consent manually
            3.  
              Granting multiple admin consents using the App Consent Grant utility
          3.  
            Recovery of Microsoft 365 apps
        4.  
          Configuring the Custom backup policy
        5. Configuring Delete and Stub policies
          1.  
            Points to consider when configuring policies for SharePoint environments
        6.  
          Scheduling the 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
    2. Backup Exchange Online mailboxes
      1.  
        Supported Exchange Online data for backup and restore
      2. Adding connectors for Exchange Online data
        1. Configuring the capture scope for Exchange connectors
          1.  
            Configuring the capture scope to back up mailboxes of all users
          2.  
            Configuring the capture scope to back up mailboxes of all users using the Rolling mailbox scope option
          3.  
            Configuring the capture scope to back up the mailboxes of users using the Alphabetical mailbox scope option
          4.  
            Configuring the capture scope to back up the mailboxes of specific users only
          5.  
            Configuring the capture scope to back up mailboxes from specific domains only
          6.  
            Configuring the capture scope to back up Group/Teams mailboxes
          7.  
            Configuring the capture scope to back up Public folders
      3.  
        API permissions for the Exchange Online
    3. Backup SharePoint Online
      1. Supported SharePoint Online sites and data for backup and restore
        1.  
          Supported settings and column types at site collections, site, and list level
        2.  
          Supported sites and list templates
        3.  
          Supported permission objects
      2. Adding backup jobs (connectors) for SharePoint Online sites and data
        1. Configuring the capture scopes for SharePoint connectors
          1.  
            Configuring the capture scope to back up all SharePoint site collections
          2.  
            Configuring the capture scope to back up specific SharePoint sites only
          3.  
            Configuring the capture scope to back up only specific sites using the Rolling site collection scope option
      3.  
        API permissions for SharePoint, OneDrive for Business, and Teams Sites Collections
      4.  
        Limitations for SharePoint Online backup
    4. Backup Teams Sites collections
      1.  
        Supported Teams site collection data for backup and restore
      2. Adding backup jobs (connectors) for Teams site collections and data
        1. Configuring the capture scopes for Teams site connectors
          1.  
            Configuring the capture scope to back up all Team site collections
          2.  
            Configuring the capture scope to back up specific Team sites only
          3.  
            Configuring the capture scope to back up only specific Team sites using the Rolling site collection scope option
      3.  
        Limitations for Teams site collections 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 the capture scope for OneDrive for Business connectors
          1.  
            Configuring the capture scope to back up all OneDrive site collections
          2.  
            Configuring the capture scope to back up specific OneDrive sites only
          3.  
            Configuring the capture scope to back up only specific OneDrive sites using the Rolling site collection scope option
    6. Backup Teams chats
      1.  
        Supported Teams chat data for backup
      2. Adding a backup jobs (connectors) for Teams chats
        1.  
          Configuring the capture scope for Teams chat connectors
      3.  
        API permissions for Teams chat
      4.  
        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 to add Google Drive connector
      2.  
        API permissions for Gmail and Google Drive
      3.  
        Supported Google Drive data for backup and restore
      4. Adding backup jobs (connectors) for Google Drive data
        1.  
          Configuring the capture scope for Google Drive connectors
      5.  
        Limitation for Google Drive data backup
    9. Backup Gmail data
      1.  
        Supported Gmail data for backup and restore
      2. Adding backup jobs (connectors) for Gmail data
        1.  
          Configuring backup scopes for Gmail data
    10. Backup Salesforce data
      1.  
        About the Salesforce connector
      2.  
        Prerequisites to add Salesforce connectors
      3.  
        Adding connectors for Salesforce Data and Metadata
      4.  
        About the Salesforce connector backup process
      5.  
        Uploading a certificate to the Salesforce organization
      6.  
        Limitations of Salesforce data backup
      7.  
        Salesforce Objects not supported for backup
    11. Backup Entra ID (Azure AD) objects
      1.  
        Supported Entra ID objects for backup and restore
      2.  
        Adding backup jobs (connectors) for Entra ID (Azure AD)
      3.  
        Limitations for backup and restore
    12. Backup Box data
      1.  
        Prerequisites to add Box connectors
      2.  
        Supported Box data for backup and restore
      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 connectors
      5.  
        Deleting 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 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
        1.  
          Supported Item Class for restore
    5. Restore SharePoint Online data
      1.  
        Restore SharePoint/OneDrive/Teams site data and sites
      2.  
        Recovery process and restore location options
      3.  
        Recovery of OneDrive, Microsoft 365 Group, and Microsoft Teams sites
      4.  
        Stub restore behavior
      5.  
        Permissions restore
      6.  
        Restrictions for restore of SharePoint Online data and sites
      7.  
        Limitations for restore of SharePoint Online data and sites
    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 and Metadata
      1.  
        About the Salesforce Data, Metadata, and CRM Content restore
      2.  
        Restoring Standards and Custom objects (Structured data)
      3.  
        Custom Object restore - post processing steps
      4.  
        Restoring specific Records (Structured data) using Query filters
      5.  
        Restoring Salesforce CRM Content (Unstructured data)
      6.  
        Limitations of Salesforce Data restore
      7.  
        Considerations for Salesforce Metadata restore
      8.  
        Restoring Salesforce Metadata
      9.  
        Limitations of Salesforce Metadata backup and restore
      10.  
        Salesforce Objects not supported for restore
    12. Restore Entra ID objects
      1. About restoring Entra ID (Azure AD) objects and records
        1.  
          Permissions requirement
      2.  
        Best practices to restore Entra ID objects
      3.  
        Restoring an Entra ID object
      4.  
        Restoring specific records within 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.  
        Selecting items to restore (all items, all versions, or point-in-time)
      3.  
        Overwrite restore behavior for Exchange Online data
      4.  
        Overwrite restore behavior for SharePoint Online
      5.  
        Overwrite restore behavior for Box/Google Drive 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 an 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 the Tiering policy
        1.  
          Storage tiering and full-text search
        2.  
          User experience on storage tiering
        3.  
          Priority for storage tiering
      5.  
        About the Tagging policy
      6.  
        How to edit the policy evaluation interval?
    2. Configuring policies for data retention (WORM policies)
      1.  
        Adding or 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 permissions to 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.  
        Performing an ad hoc search and 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

Restore SharePoint/OneDrive/Teams site data and sites

You can restore various components, including site collections, sub-sites, lists, folders, items, and different versions of items. You can restore these components to the same location or another location.

Veritas Alta™ SaaS Protection restores the customizations that are made within site collections, sub-sites, list settings, columns, and content types. Veritas Alta™ SaaS Protection also restores permissions associated with these components.

See Supported settings and column types at site collections, site, and list level.

If a sub-site or list is missing at the destination where you want to restore the data, the structure of the missing sub-site or list gets created, and data gets restored within it.

You also have the option to restore the entire site collection to a new URL if needed; this can be useful for migrating or recovering data to a different location.

To restore SharePoint/OneDrive/Teams Sites data and sites

  1. Access the Administration portal.
  2. On the left, click Content.
  3. On the Content page, do the following:
    • From the upper-left drop-down list, select the Stor that holds the data that is to be restored.

    • From the drop-down list, which is next to the selected Stor, do one of the following:

      • Select All content to display all items.

      • Select a policy or Discovery case to view a specific item within.

    • On the left pane, expand the required folder.

    • On the right pane, do any of the following:

      • To restore a site collection along with any customizations and its child items, select the site collection.

      • To restore a sub-site along with its customizations and all the objects nested within it, select the sub-site.

      • To restore a list along with its customizations and child objects, select the list.

      • To restore a specific folder or item along with its different versions and associated metadata, select the folder or item.

    • On the upper-right, click Restore.

  4. On the Restore page, do the following:
    • From the Restore type drop-down list, select SharePoint/OneDrive.

    • From the Destination drop-down list, select the Export service that is configured for your tenant.

      For more details, contact Veritas Support.

      The destination site is populated in the Site collection URL field based on the item you selected for restore. Alternatively, you can enter the required URL if you want to restore it to an alternate location.

      If you choose to restore a site collection from a backup, the following behavior is observed:

      • If the site collection does not exist at the destination site collection URL, the restore process creates a new site collection.

      • If the site collection does exist at the destination site collection URL, the restore process overwrites or updates its content with the backup.

    • Click Browse and then select the location for restore.

      See Recovery process and restore location options.

    • Configure the following SharePoint settings:

      Overwrite settings, columns, content types for site collections, sites, and lists

      This check box is not selected by default.

      The restore operation includes restoring any missing columns and content types. It does not overwrite or restore the existing settings, columns, and content types that are already in place.

      If selected, the restore operation overwrites the existing settings, columns, and content types for an existing list or site.

      Restore permissions

      This check box is not selected by default.

      If the check box is selected:

      • Permission objects are restored only on the SharePoint/OneDrive sites, lists, folders, and items that are created during the restore process.

      • Role definitions and site admins are restored for the root site that are created during the restore.

      • SharePoint Groups are restored on the sites and sub-sites that are created during the restore.

      • During the restore process, role assignments are restored for sites, sub-sites, lists, folders, and items, except for stubs.

        See Stub restore behavior.

      If the check box is not selected:

      • Permissions not restored.

      • All objects inherit permissions.

      • Site admin not restored.

      • Site created with default permission objects.

      Suppress 'Removed from source' content

      This check box is selected by default. It does not restore the data, which is deleted from the source.

      Contact the Veritas Support team if you want to change the configuration.

      Exclude Destination System Lists

      Exclude Destination System Lists: When restoring system lists, like the master page, theme gallery, and taxonomy hidden lists, and so on, an Access denied error can occur if the destination site requires the Add and Customize Pages permission.

      When the check box is selected:

      • Any items from hidden lists or catalogs (except the Teams wiki list) are skipped from the restore.

      • The skipped items are recorded in the diagnostic logs.

      • If a system list or a folder within a system list is chosen as the destination, and the checkbox is enabled, the restore is failed with an error indicating that restoration to the selected system list is not possible.

      Restore only stubbed items

      Select the check box to restore only items that are stubbed at the destination.

      Overwrite items

      See Overwrite restore behavior for SharePoint Online.

      Restore all versions, Restore all, Point-in-time, Specific range

      See Selecting items to restore (all items, all versions, or point-in-time).

      Send notification to

      See Configuring email addresses for notifications.

  5. Click Restore.
  6. Navigate to the destination to confirm that the restore is completed successfully.

To restore SharePoint/OneDrive/Teams Sites data and sites

  1. On the left, click SaaS.
  2. Click the corresponding action menu of the SaaS asset group which you want to restore and click Restore.
  3. On the left pane, expand the SaaS asset group from which you want to restore data.
  4. On the right pane, select the check-boxes of the items that you want to restore:
    • To restore a site collection along with any customizations and its child items, select the site collection.

    • To restore a sub-site along with its customizations and all the objects nested within it, select the sub-site.

    • To restore a list along its customizations and child objects, select the list.

    • To restore a specific folder or item along with its different versions and associated metadata, select the folder or item.

  5. Click Restore.
  6. On the Restore page, do the following:
    • From the Restore type drop-down list, select SharePoint/OneDrive.

    • From the Destination drop-down list, select the Export service that is configured for your tenant.

      For more details, contact Veritas Support.

      The destination site is populated in the Site collection URL field based on the item you selected for restore. Alternatively, you can enter the required URL if you want to restore it to an alternate location.

      If you choose to restore a site collection from a backup, the following behavior is observed:

      • If the site collection does not exist at the destination site collection URL, the restore process creates a new site collection.

      • If the site collection does exist at the destination site collection URL, the restore process overwrites or updates its content with the backup.

    • Click Browse and then select the location for restore.

      See Recovery process and restore location options.

    • Configure the following SharePoint settings:

      Overwrite settings, columns, content types for site collections, sites, and lists

      This check box is not selected by default.

      The restore operation includes restoring any missing columns and content types. It does not overwrite or restore the existing settings, columns, and content types that are already in place.

      If selected, the restore operation overwrites the existing settings, columns, and content types for an existing list or site.

      Restore permissions

      This check box is not selected by default.

      If the check box is selected:

      • Permission objects are restored only on the SharePoint/OneDrive sites, lists, folders, and items that are created during the restore process.

      • Role definitions and site admins are restored for the root site that are created during the restore.

      • SharePoint Groups are restored on the sites and sub-sites that are created during the restore.

      • During the restore process, role assignments are restored for sites, sub-sites, lists, folders, and items, except for stubs.

        See Stub restore behavior.

      If the check box is not selected:

      • Permissions not restored.

      • All objects inherit permissions.

      • Site admin not restored.

      • Site created with default permission objects.

      Suppress 'Removed from source' content

      This check box is selected by default. It does not restore the data, which is deleted from the source.

      Contact the Veritas Support team if you want to change the configuration.

      Restore only stubbed items

      Select the check box to restore only items that is stubbed at the destination.

      Overwrite items

      See Overwrite restore behavior for SharePoint Online.

      Restore all versions, Restore all, Point-in-time, Specific range

      See Selecting items to restore (all items, all versions, or point-in-time).

      Send notification to

      See Configuring email addresses for notifications.

  7. Click Restore.
  8. Navigate to the destination to confirm that the restore is completed successfully.