Cohesity Alta SaaS Protection Administrator's Guide
- Introduction to Cohesity Alta SaaS Protection
- API permissions
- Administrator portal (Web UI)
- Cohesity Alta SaaS Protection Copilot (AI chatbot)
- Manage users and roles
- What is a connector?
- What is a connector?
- Supported SaaS workloads and backup capabilities
- Workflow to protect data using Cohesity Alta SaaS Protection
- Know your subscription details
- 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
- Backup and restore support for SharePoint Online
- Supported and unsupported SharePoint Settings and Types for backup and restore
- Supported Sites and List templates for backup and restore
- Supported SharePoint permission objects for backup and restore
- Setting up SharePoint Online protection with Cohesity Alta SaaS Protection
- Configure additional backup options for SharePoint/Teams site/ OneDrive connectors
- 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)
Configure Folder filter
When configuring the capture scope for a connector, you can limit the backup scope to specific folders within the source workload. This filter helps in targeting only the relevant data for backup.
Folder filters work based on:
Exact match
Wildcard match
Regular expressions
- In the Folder Filters section, click Enable this feature.
- Click + Add Folder Filter.
- On the Folder Filter Properties page, do any of the following:
Actions:
To include folders:
To exclude folders:
Steps:
Select Include.
In the Pattern Type box, enter the item using wild card or regular expression type.
Click Add.
First, you need to include the folder from which you want to filter a specific folder.
Select Exclude.
In the Pattern Type box, enter the item using wild card or regular expression type.
Click Add.
Behaviors:
The connector backs up the included folders.
The connector excludes the folder from the backup.
To exclude a folder within an already included folder, ensure that you first include the parent folder and then exclude the specific subfolder.
The connector backs up only the folders included in the filter.
The connector excludes folders marked with the exclude filter.
Use and to prioritize filters in the list.
Use the option to delete any selected filter.
You can also use the following filters to refine the backup scope further:
to filter users based on Entra ID (Azure AD) extended attributes.
to filter by group membership.