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Cohesity Alta SaaS Protection 2.x.x Administrator's Guide

Last Published: 2025-05-06

Product(s): Alta SaaS Protection (1.0)

Introduction to Cohesity Alta SaaS Protection
1. About Cohesity Alta SaaS Protection
2. Features of Cohesity Alta SaaS Protection
3. Architecture of Cohesity Alta SaaS Protection
4. Operational workflow
5. Extra Data Backup (EDB)
API permissions
1. API permissions for Microsoft 365 workloads
2. API permissions for Gmail and Google Drive
3. System and API permissions for Salesforce
4. API permissions for Entra ID
5. App permissions of Web App
Administrator portal (Web UI)
1. About the Administration portal
2. Configure the Administration portal
3. View upgrade history
Manage users and roles
1. Role-based access control
2. Permissions tab
What is a connector?
1. What is a connector?
2. Supported SaaS workloads and backup capabilities
3. Workflow to protect data using Cohesity Alta SaaS Protection
4. Know your subscription details
5. About transient errors
6. Overview of adding connectors
7. Configure General settings
8. Configure Capture scope
9. Configure User filter
10. Configure Group filter
11. Configure Folder filter
12. Configure credentials
  1. Assign Microsoft 365 apps registration
  2. Microsoft 365 apps registration status
  3. Manually approve Microsoft 365 apps registration
  4. Approve Microsoft 365 apps using the App Consent Grant utility
  5. Microsoft 365 apps recovery
13. Configure Custom backup policy and guidelines
14. Configure Delete policy for SharePoint Online and guidelines
15. Configure Stubbing policy
16. Guidelines to configure Stubbing policy for SharePoint Online
17. Schedule a backup
18. Configure email addresses to get notifications
19. Review configuration and edit/save/initiate backup
20. Connectors page
21. Connector status
22. Edit connector configuration
23. Delete connectors
Pre-requisites for Microsoft 365 connectors
1. Pre-requisites for Microsoft 365 connectors
Protect Microsoft 365 Multi-Geo tenant
1. Considerations for adding SharePoint/Teams Sites/OneDrive connectors for Microsoft 365 Multi-Geo tenant
Protect Exchange Online data
1. Add Exchange Online connectors
2. Configure capture scope for Exchange connectors
Protect SharePoint sites and data
1. Add SharePoint (SPO) connectors
2. Configure capture scope for SharePoint connectors
3. Configure additional backup options for SharePoint/Teams site/ OneDrive connectors
4. Supported and unsupported SharePoint Settings and Types for backup and restore
5. Supported Sites and List templates for backup and restore
6. Supported SharePoint permission objects for backup and restore
7. End-user SharePoint data access in Cohesity Alta SaaS Protection
8. Run the Delete and Stubbing policies to the SharePoint Online environment
9. Limitations of SharePoint connector
Protect Teams sites
1. Add Teams site collections connectors
2. Configure capture scope for Team site collections connectors
3. Limitations of Teams site collections connector
Protect OneDrive data
1. Add OneDrive connectors
2. Configure capture scope for OneDrive connectors
Protect Teams chats
1. Add Teams chat connectors
2. Configure capture scope for Teams chat connectors
3. Limitations of Teams chat connector
Protect GoogleDrive data
1. Prerequisites to add Google Drive connectors
2. Add Google Drive connectors
3. Configure the Capture scope for Google Drive connectors to backup users data in your Google Drive environment
4. Limitations of Google Drive connector
5. FAQs
Protect Gmail data
1. Prerequisites to add Gmail connectors
2. Add Gmail connectors
3. Configure capture scope for Gmail connectors
Protect Audit logs
1. Add Audit log connectors
2. Audit log connector limitations
Protect Salesforce data and metada
1. About Salesforce protection
2. Key considerations and prerequisites for adding Salesforce connectors
3. Add Salesforce connectors
4. Limitations of Salesforce connectors
5. Salesforce Objects not supported for backup
Protect Entra ID objects
1. Add Entra ID (Azure AD) connectors
2. Limitations for Entra ID connector
Protect Box data
1. Prerequisites for Box connectors configuration
2. Add Box connectors
3. Configure capture scope for Box connector
4. Limitations of Box connector
Protect Slack data
1. Add Slack connectors
Protect Email/Message data
1. Prerequisite for Email/message connector
2. Add Email/Messages file
Configure Retention policies
1. About WORM policies
2. Ingestion WORM policies page
3. Add/edit Ingestion WORM retention policies and guidelines
4. Add/edit At-Rest WORM retention policies
5. Add/edit Deletion policies
6. View deletion history
7. How to edit the policy evaluation interval?
8. How to add a Location filter?
9. How to add a filter?
Perform backups
1. Perform on-demand/ad-hoc backup
2. Backup dashboard
3. Video tutorial for connector troubleshooting
4. View backup events
  1. About Event suppression
  2. Create event suppression rules
5. Viewing backup tasks details
View and share backed-up data
1. Browse backed-up data
2. Share data
3. Remove data sharing
Analytics
1. About analytics
2. Gain insights into storage utilization
3. Gain insights into storage utilization for Entra ID and Salesforce connectors
4. Gain insights into blocked activities, most active users, and more
5. Gain insights into data volume (size and item count) on legal hold
6. Gain insights into data volume (size and item count) saved in different Enhanced cases
7. Gain insights into data volume (size and count) under different policies
8. Gain insights into data volume (size and item count) under different Tags
9. Gain insights into data volume (size and item count) under different Tags behaviors
10. Gain insights into storage savings after deduplication and compression
11. Gain insights into data ingestion trends
Perform restores using Administration portal
1. About restore
2. Prerequisites for restore
3. Restore Exchange Online mailboxes
4. Restore SharePoint/OneDrive/Teams Sites and data
  1. Restore of OneDrive, Microsoft 365 Group, and Microsoft Teams sites
  2. Limitations of SharePoint sites and data restore
5. Restore Teams chat messages and Teams channel conversations
  1. Limitations of Teams chat data restore
6. Restore O365 audit logs
7. Restore Box data
  1. Limitations of Box data restore
8. Restore Google Drive data
  1. Overwrite restore behavior for Box/Google Drive data
9. Restore Gmail data
10. About Salesforce Data, Metadata, and CRM Content restore and Sandbox seeding
11. About Entra ID (Azure AD) objects and records restore
12. Restore Slack data
13. Restore data to File server
14. Set default restore point
15. Configure Restore all, Restore all versions, Point-in-time, and Specific range restore options
16. Configure email addresses for notifications
17. Downloading an item
Restore dashboard
1. About Restore dashboard
2. Restore job statuses
3. How to cancel a restore job?
4. View the restore events
Install services and utilities
1. About services and utilities
2. Pre-requisites to download and install services and utilities
3. Downloading services and utilities
4. Where to install the services and utilities
5. Installing or upgrading services and utilities
6. Configuring service accounts for services and utilities
7. About the Apps Consent Grant Utility
Discovery
1. About eDiscovery/searches
2. Add search templates
3. Add Discovery cases
4. Perform ad hoc search and add data to Discovery cases
5. View data in Discovery cases
6. Edit Discovery cases
7. DeleteDiscovery cases
8. Assign Discovery cases to users
Configure Tagging polices
1. About the Tagging policy
2. Add Tags
3. Add/edit Tagging policies
4. Adding regular expressions
  1. RegEx and query examples for PII detection
Configure Tiering policy
1. About the Tiering policy
2. Add/edit Tiering policies
Auditing
1. Auditing
Manage Stors (Storages)
1. Viewing Stors (Storages)
2. Requesting a new Stor
3. General tab
4. Version control settings
5. Metadata tab
6. Statistical policies tab
7. Location-Mapping tab
8. Backup tab
9. Custodian Groups tab
10. Advanced tab
11. Analytics tab

Add SharePoint (SPO) connectors

Before you begin:

Before you begin to add a SharePoint connector, consider the following points:

Perform the prerequisites.
See Pre-requisites for Microsoft 365 connectors.
Understand the backup capability of the SharePoint Online connector.
See Supported and unsupported SharePoint Settings and Types for backup and restore.
See Supported Sites and List templates for backup and restore.
See Supported SharePoint permission objects for backup and restore.
The SharePoint connector can only back up the site collections that are not associated with Microsoft 365 Groups and Teams (except Communication sites).
Using the SharePoint connector, you can back up all or specific SharePoint sites based on your backup requirements. You need to create separate connectors for these requirements.
To back up Microsoft 365 Groups and Teams, use the Teams Site Collection connector with the All group and team site collections option.
For Microsoft 365 Multi-Geo tenants, See Considerations for adding SharePoint/Teams Sites/OneDrive connectors for Microsoft 365 Multi-Geo tenant.
Understand the limitations of the SharePoint connector.
See Limitations of SharePoint connector.
Understand the limitations of SharePoint sites and data restore.
See Limitations of SharePoint sites and data restore.

Video tutorial to add a SharePoint connector:

To add a SharePoint Online connector, follow the step-by-step procedure outlined on this page or watch the following video tutorial:

Step-by-step procedure to add a SharePoint connector:

Each tab in the connector creation workflow includes a help icon (?) on the left. Click this icon to open the corresponding help topic for that tab, which guides you through the setup process step by step.

Procedure:

Access the Administration portal and select the connector type.
- Access the Administration portal.
- Click Connectors on the Backup card.
- Click New backup connector.
- Click SharePoint.
Configure the general settings.
On the General tab, set up the general configuration for the connector and click Next.
See Configure General settings.
Configure the capture scope.
On the Configure scope tab, configure the capture scope to define which SharePoint sites or content should be protected and click Next.
See Configure capture scope for SharePoint connectors.
Configure credentials.
On the Credentials tab, configure credentials to access the source workloads (the SharePoint data to be backed up) and click Next.
See Configure credentials.
Configure policies.
On the Policy configuration tab, do the following as per your backup requirements:
- Configure the appropriate backup policy for more granular backup needs.
  See Configure Custom backup policy and guidelines.
- Configure the Delete and Stubbing policies to free up SharePoint storage by removing unwanted items after backup.
  See Configure Delete policy for SharePoint Online and guidelines.
  See Configure Stubbing policy.
  See Guidelines to configure Stubbing policy for SharePoint Online.
Configure backup schedule.
On the Scheduling tab, schedule when the backup job should run.
See Schedule a backup.
Configure email address.
On the Email notifications tab, configure email addresses to receive notifications about backup activities.
See Configure email addresses to get notifications.
Save configuration.
On the Review tab, save the settings and initiate the backup.
See Review configuration and edit/save/initiate backup.