Cohesity Alta SaaS Protection Administrator's Guide

To add/edit an At-Rest WORM retention policy

1. Access the Administration portal.

   The home page of the Administration portal is displayed.

2. Click Retention.
3. On the left, click At-Rest WORM retention policies.
4. Do any of the following:

   • To add a new policy, click New policy.

   • To update an 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 dropdown list, select the Stor for which the policy has to be added.

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

     • One time: This option runs the policy once, and after it has run, the schedule changes to Never.

     • Continuous: This option runs the policy every time the policy evaluation runs.

     • Date range: To schedule the policy, specify a From and To date range to run.

     • Never: Use this option if you are not ready to run the policy or want to stop the policy from running. The time-scheduled policies are converted to Never after they have run.

   • Select any of the following action 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 status of 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 any of the following criteria:

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

       If a policy is set for a retention period of one month, the item cannot be deleted or modified in the Stor for one month from the last modified date.

       Note:

       Last modified date: The date on which a user has performed a modification to the item.

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

       If a policy is set for a retention period of one month, the item cannot be deleted or modified in the Stor for one month from the archived date.

       Note:

       Archive date: The date on which the item was previously backed up to Cohesity Alta SaaS Protection.

     • 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 dropdown. To retain the item version, you can then specify the period beyond that given date.

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

   • Select the required retention period from the Retention period section. (In days, months, or years).

   • (Optional) Configure filters to include or exclude specific locations or data from having the policy applied.

     See How to add a Location filter?.

     See How to add a filter?.

   • Click Create to add a policy or click Update to save the changes.