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)
Custom Object restore - post processing steps
The restore of a custom object may also require the restoration of some related dependencies (metadata components) because such dependencies are not evaluated and restored automatically. The list of dependencies to be restored after restoring custom object are as follows:
If the custom object is related to any other custom or standard object, the related objects need to be restored after restoring the custom object.
Add the custom object restored to any appropriate AppExchange packages that are referring to this custom object.
Restore a custom tab and any list views associated with the custom object restored.
Restore the workflow rules related to the custom object.
Restore any custom validation rules for the custom object.
Restore any approval processes associated with the custom object.
Open and save any custom formula fields on the custom object to enable them.
Restore any matching rules or duplicate rules for the custom object.
On the page layouts of other objects, add the custom object-related list, option, or link to any page layouts that have been edited while the object is deleted. Related lists, options, or links to this object are automatically restored if the page layout is not edited while the object is deleted.
For custom report types where the object is not the main object, add the reference to the custom object back to the custom report types. Reports based on the custom report type are automatically restored if not edited while the object is deleted. Recreate any reports that have been edited.
If the custom object was set to In Development mode, edit the object to change it to Deployed when all setup changes affected by the delete have been restored.