Cohesity Alta SaaS Protection Administrator's Guide
- Introduction to Cohesity Alta SaaS Protection
- Cohesity Alta SaaS Protection Copilot (AI chatbot)
- Cohesity Alta SaaS Protection Administrator portal (Web UI)
- Supported SaaS workloads
- Workflow to protect data using Cohesity Alta SaaS Protection
- Manage users and roles
- API permissions
- What is a connector?
- What is a connector?
- 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 to setup protection for M365
- Protect Microsoft 365 Multi-Geo tenant
- Protect Exchange Online data
- Protect SharePoint sites and data
- Setting up SharePoint Online protection with Cohesity Alta SaaS Protection
- Backup and restore support for SharePoint Online
- End-user SharePoint data access in Cohesity Alta SaaS Protection
- Run the Delete and Stubbing policies to the SharePoint Online environment
- Backup limitations for SharePoint Online
- 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
- Analytics page and refresh behavior
- Aggregation buckets
- 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)
Restore Salesforce files/documents in Public/Shared libraries (Unstructured data restore)
You can use this procedure to restore unstructured data such as files and documents that are not linked to structured data. It includes files and documents from Public/Shared libraries created using the tab.
See Salesforce Objects not supported for restore.
See Limitations of Salesforce Data restore.
To restore Salesforce CRM Content (Unstructured data)
- Access the Cohesity Alta SaaS Protection Administration portal.
- On the home page, click Content.
- On the Content page, do the following:
From the upper left dropdown list, select the Salesforce Data Stor that contains backup of your organization.
The associated recovery points are available in the dropdown list next to the selected Stor.
By default, the latest restore point is selected. You can select the required restore point from the dropdown list if you need to restore data from a previous restore point.
Note:
Always select the restore point marked with a green tick as it indicates that the corresponding backup job is completed successfully, without any error.
Note:
To set the other restore point as the default one, click the restore points dropdown list > Specific restore point link > on the Set to specific restore point page, select the restore point to be set as default, and then click Set.
Note:
You can filter the list to view specific object/record using the Filter by name field. Also, you can select the All check box to view all objects (including non-restorable objects).
The left pane lists all objects, and the right pane lists the records within the selected object.
- On the left pane, do any of the following:
To restore the documents within the Public/Shared libraries, in the Filter by name filed, type ContentDocument.
To restore the libraries within the Public/Shared libraries, in the Filter by name field, type ContentWorkspace.
- Click Restore at the upper right of the page.
You are directed to the Restore page that displays the following details:
Restore Mode field
This field displays the value as Data as you initiated the data restore process.
Restore point field
This field displays the recovery point that you have selected using step 3.
If you want to restore the data from another restore point, select the required one from the dropdown list.
Restore to Salesforce organization field
This field displays the Export services configured for different Salesforce organizations. By default, the same organization to which the data belongs is selected.
In case you want to restore the data to another Salesforce organization, refer to the Sandbox seeding topic in the See About Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding.
- (Optional) Expand the Advanced options options and select the Overwrite existing records check box to overwrite the content at the target organization.
If the check box is selected, the restore updates existing records and their fields in the target Salesforce organization with the records and field values captured in the selected restore point.
If this check box is not selected, the restore of the existing records is skipped.
Note:
The records are compared using the ID field.
- Click Next.
- Click Next.
During this step, Cohesity Alta SaaS Protection analyzes and prepares a list of nested child records related to the selected parent records for restoration. This phase identifies all related records, including Files, Attachments, and Documents associated with the parent records selected for the restore.
In Salesforce, when a parent record is deleted, nested child object records often get deleted too due to cascade delete operations. The Analyze phase addresses this by identifying all related records from the backup and selecting them for the restore by default.
The duration of the restore process may vary depending on the number and size of records and related nested child objects. At the end of the Analyze phase, all identified records for restoration are available for preview.
This lets you see which additional records will be restored alongside the selected parent object records. If the analyzed records are not satisfactory, you can abandon the restore at this stage.
- Click Next.
- On the Email notifications page, enter the email addresses of the users who need to be notified on the completion of the restore operation.
- Click Next.
- Verify the details and click Restore.
In case if you choose not to wait for the Analyze phase to finish, the restore operation gets queued and starts once the Analyzed operation is finished.
Depending upon the amount of the data Analyzed for the restore, the time required for restore operation can vary.
After the restore is initiated, you can go to the Restore dashboard to view the restore progress.
- Navigate to the destination Salesforce organization to confirm that the restore is completed successfully.