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 Metadata
This procedure restores the Metadata such as profiles, roles, settings, and so on associated with the data. Before initiating Metadata restore, refer to the following topic:
See Key considerations for Salesforce Metadata restore.
To restore Salesforce Metadata
- Access the Cohesity Alta SaaS Protection Administration portal.
- On the home page, click Content.
- On the Content page, select the required Salesforce Metadata Stor from the upper left drop-down list.
Note:
Metadata for all the Salesforce organizations that is backed up through different connectors can be stored in one Stor (unlike Data which is captured in separate Structured Stors).
- On the left pane, do the following:
Note:
To view a specific connector, organization, or Metadata type, you can enter its name in the Filter by name field.
Expand the required connector.
The names of the associated Salesforce organizations are listed.
Expand the Salesforce organization name.
Click the Metadata folder.
The restore points available in the backup are displayed on the right pane.
Click the required restore point.
Click the unpackaged folder. It contains all the unmanaged Metadata type.
Click the Metadata type that is to be restored.
For example, applications.
- On the right pane, do the following:
Select checkbo(s) of the Metadata components that are to be restored.
Click Restore at the upper right of the page.
Note:
You can download a Metadata component by clicking Download if you want to review the contents of the Metadata component.
You are directed to the Restore page that displays the following details:
Restore Mode field
This field displays the value as Metadata as you have initiated the Metadata restore process.
Restore point field
This field displays the recovery point that you have selected using Step 3.
Restore to Salesforce organization field
This field displays the Export services configured for different Salesforce organizations.
Select the Export services for the destination organization.
- Expand Advanced options and do one of the following:
Select the Validate only check box to validate (pre-check) the selected Metadata type files for dependencies without restoring them.
Clear the Validate only check box to continue the restore.
- Click Next.
- 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.
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.