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Cohesity Alta SaaS Protection Administrator's Guide

Last Published: 2025-08-04

Product(s): Alta SaaS Protection (3.2.1)

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)
Cohesity Alta SaaS Protection Copilot (AI chatbot)
1. Cohesity Alta SaaS Protection Copilot (AI chatbot)
Cohesity Alta SaaS Protection Administrator portal (Web UI)
1. About Cohesity Alta SaaS Protection Administration portal
2. Configure Cohesity Alta SaaS Protection Administration portal
3. View upgrade history
Supported SaaS workloads
1. Supported SaaS workloads and backup capabilities
Workflow to protect data using Cohesity Alta SaaS Protection
1. Workflow to protect data using Cohesity Alta SaaS Protection
2. Know your subscription details
Manage users and roles
1. Role-based access control
2. Permissions tab
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
What is a connector?
1. What is a connector?
2. About transient errors
3. Overview of adding connectors
4. Configure General settings
5. Configure Capture scope
6. Configure User filter
7. Configure Group filter
8. Configure Folder filter
9. 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
10. Configure Custom backup policy and guidelines
11. Configure Delete policy for SharePoint Online and guidelines
12. Configure Stubbing policy
13. Guidelines to configure Stubbing policy for SharePoint Online
14. Schedule a backup
15. Configure email addresses to get notifications
16. Review configuration and edit/save/initiate backup
17. Connectors page
18. Connector status
19. Edit connector configuration
20. Delete connectors
Pre-requisites to setup protection for M365
1. Pre-requisites to setup protection for M365
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. Setting up Exchange Online data protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Exchange connectors
Protect SharePoint sites and data
1. Setting up SharePoint Online protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for SharePoint connectors
  2. Configure additional backup options for SharePoint/Teams site/ OneDrive connectors
2. Backup and restore support for SharePoint Online
3. End-user SharePoint data access in Cohesity Alta SaaS Protection
4. Run the Delete and Stubbing policies to the SharePoint Online environment
5. Backup limitations for SharePoint Online
Protect Teams sites
1. Setting up Teams Site protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Team site collections connectors
2. Backup limitations for Teams site collections
Protect OneDrive data
1. Setting up OneDrive protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for OneDrive connectors
Protect Teams chats
1. Setting up Teams chat protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Teams chat connectors
2. Backup limitations for Teams chat
Protect GoogleDrive data
1. Prerequisites to setup Google Drive protection with Cohesity Alta SaaS Protection
2. Setting up Google Drive protection with Cohesity Alta SaaS Protection
  1. Configure Capture scope Google Drive connectors
3. Backup limitations for Google Drive
4. FAQs
Protect Gmail data
1. Prerequisites to setup Gmail protection with Cohesity Alta SaaS Protection
2. Setting up Gmail protection with Cohesity Alta SaaS Protection
  1. 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. Setting up Entra ID protection with Cohesity Alta SaaS Protection
2. Backup and restore limitations for Entra ID
Protect Box data
1. Prerequisites for Box connectors configuration
2. Setting up Box protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Box connector
3. Backup limitations for Box data
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. Analytics page and refresh behavior
3. Aggregation buckets
4. Gain insights into storage utilization
5. Gain insights into storage utilization for Entra ID and Salesforce connectors
6. Gain insights into blocked activities, most active users, and more
7. Gain insights into data volume (size and item count) on legal hold
8. Gain insights into data volume (size and item count) saved in different Enhanced cases
9. Gain insights into data volume (size and count) under different policies
10. Gain insights into data volume (size and item count) under different Tags
11. Gain insights into data volume (size and item count) under different Tags behaviors
12. Gain insights into storage savings after deduplication and compression
13. 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. Restore limitations for SharePoint Online
5. Restore Teams chat messages and Teams channel conversations
  1. Restore limitations for Teams chat
6. Restore O365 audit logs
7. Restore Box data
  1. Restore limitations for Box
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

Permissions tab

Cohesity Alta SaaS Protection offers the capability to implement role-based access control (RBAC) for its tenants. RBAC lets you grant users access and permissions according to their specific organizational roles.

The following table describes the permissions in Cohesity Alta SaaS Protection.

Table: General settings permissions

General settings	Description
Access all items	It permits the user to access and restore all content of the tenant. Also, by selecting the following respective checkboxes, you can prevent the user from sharing, downloading, restoring, and restoring to an alternative location. Prevent administrative sharing. Prevent Item Preview and Download. Prevent restore. Prevent restore outside of original location.
Full admin	It permits the user with all permissions except Access All Items, Add Content, and API Impersonation. To mitigate the risks associated with the Full Admin account, provision this account only on-demand to prevent account sharing.
Add content	The assigned user can add new content to the tenant, typically the Service account.
View only	It permits the user to sign in to the Administration portal without the ability to add, modify, or delete anything.
Delete content	It permits the user to delete backed-up items.

Table: End-User permissions

End-User settings	Description
End-User SharePoint stubbing restore	It permits an end-user to restore a stubbed item by clicking on it using the End-User portal.
End-User retrieval and download	It permits an end-user to download a stubbed item by clicking on it using the End-User portal.
End-user portal	It permits an end-user to perform the following action on the End-User portal: Search for the required item. Share items internally and externally. Restore the items.

Table: Administration portal permissions

Administration portal settings	Description
Administration App	It permits the user to sign in to the Administration portal. You can select the following checkboxes for the permissions you want to grant the user. Manage permissions: It permits the user to manage permission and roles for other users. Provisioning: It permits the user to perform the initial provisioning operations (used by the Cohesity Alta SaaS Protection team only). View auditing: It permits the user to access the Auditing module and enable auditing as required. Manage connectors: It permits the user to add connectors. Important: A user who is a member of a Custodian group should not be assigned this permission.
Manage Scope	It permits the user to view and manage Scopes. If a user adds to a Scope and does not have Managed Scope permission, then the user can only see the connectors that are part of the Scope to which the user is added. If the user is assigned with the Managed Scope permission (it does not matter if the user has Scopes), then the user can see all connectors, including those created using a Scope.
Analytics App	It permits the user to access the Analytics module.
Tagging App	It permits the user to access the Tagging module.
Discovery app	It permits the user to access the Discovery module. You can select the following checkboxes for the permissions you want to grant the user: Create cases: It permits a user to create Discovery cases. All cases full admin: It permits a user to view and manage all Discovery cases with full rights.
Retention App	It permits the user to access the Retention module.
License App	It permits the user to access the License module.
System App	It permits the user to access the System module.
Chargeback App	It permits the user to access the Chargeback module.
Storage Tiering App	It permits the user to access the Tiering module.
Monitoring App	It permits the user to view the Monitoring module.

Table: API settings

API settings	Description
API	It permits the user to access a wide range of general API. This permission is required for all Service accounts.
API Blobless Archive	It permits the user to allow the Connector service to operate with the Blobless Archive option on a connector. It is advisable to grant and use this permission solely in a drive-shipping scenario.
API Impersonation	It permits the user to impersonate another user by the API.

API settings

Description

API

It permits the user to access a wide range of general API. This permission is required for all Service accounts.

API Blobless Archive

It permits the user to allow the Connector service to operate with the Blobless Archive option on a connector.

It is advisable to grant and use this permission solely in a drive-shipping scenario.

API Impersonation

It permits the user to impersonate another user by the API.

The Permissions tab lets you manage user access and roles, with options for user and group management, roles administration, managing unrecognized and external users.