Search <book_title>...

Cohesity Alta SaaS Protection Administrator's Guide

Last Published: 2025-05-06

Product(s): Veritas 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)
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
Cohesity Alta SaaS Protection Copilot (AI chatbot)
1. Cohesity Alta SaaS Protection Copilot (AI chatbot)
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 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. Backup and restore support for Exchange Online
2. Setting up Exchange Online data protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Exchange connectors
Protect SharePoint sites and data
1. Backup and restore support for SharePoint Online
2. Supported and unsupported SharePoint Settings and Types for backup and restore
3. Supported Sites and List templates for backup and restore
4. Supported SharePoint permission objects for backup and restore
5. Setting up SharePoint Online protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for SharePoint connectors
6. Configure additional backup options for SharePoint/Teams site/ OneDrive connectors
7. End-user SharePoint data access in Cohesity Alta SaaS Protection
8. Run the Delete and Stubbing policies to the SharePoint Online environment
9. Backup limitations for SharePoint Online
Protect Teams sites
1. Backup and restore support for Teams Sites
2. Setting up Teams Site protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Team site collections connectors
3. Backup limitations for Teams site collections
Protect OneDrive data
1. Backup and restore support for OneDrive
2. Setting up OneDrive protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for OneDrive connectors
Protect Teams chats
1. Backup and restore support for Teams chat
2. Setting up Teams chat protection with Cohesity Alta SaaS Protection
  1. Configure capture scope for Teams chat connectors
3. Backup limitations for Teams chat
Protect GoogleDrive data
1. Backup and restore support for GoogleDrive
2. Prerequisites to add Google Drive connectors
3. Setting up Google Drive protection with Cohesity Alta SaaS Protection
  1. Configure the Capture scope for Google Drive connectors to backup users data in your Google Drive environment
4. Backup limitations for Google Drive
5. FAQs
Protect Gmail data
1. Backup and restore support for Gmail
2. Prerequisites to add Gmail connectors
3. 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. Backup and restore support for Entra ID
2. Setting up Entra ID protection with Cohesity Alta SaaS Protection
3. Add Entra ID (Azure AD) connectors
4. Backup and restore limitations for Entra ID
Protect Box data
1. Backup and restore support for Box
2. Prerequisites for Box connectors configuration
3. Setting up Box protection with Cohesity Alta SaaS Protection
4. Configure capture scope for Box connector
5. Backup limitations for Box
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

Cohesity Alta SaaS Protection Copilot (AI chatbot)

By default, this feature is enabled. To disable the feature, navigate to Administration > General settings. Clear the Enable Copilot (AI chatbot) check box.

The knowledge scope of this AI chatbot includes the Admin Guide and knowledge base articles created for this Cohesity Alta SaaS Protection.

The following features are now available:

Table: Cohesity Alta SaaS Protection available features

Features	Description
Get answers to your questions.	This Cohesity Alta SaaS Protection can help answer questions related to Cohesity Alta SaaS Protection. Alta Copilot generates step-by-step procedures in response to your queries, providing guidance on performing specific tasks. It also includes citations and references to the relevant product documentation for additional details. How do I set up a SharePoint connector or manage existing ones for backups? How do I create or manage retention and deletion policies for my data? How can I set up stubbing and archiving for my SharePoint environments?
Cohesity Alta SaaS Protection conversation history	Cohesity Alta SaaS Protection includes a chat history feature that lets you review past conversations. The chat history is displayed in chronological order and grouped by time. While you can view and reuse the same chat, note that Copilot does not retain memory of previous interactions within that chat. This feature lets you: Access historical conversations. Delete a specific or all conversation history or rename the title of the history. Clear the older chat and start a new conversation. You can also use the thumbs-up or thumbs-down options to let us know whether your question was answered correctly. This feedback helps us improve your experience with Cohesity Alta SaaS Protection.

Features

Description

Get answers to your questions.

This Cohesity Alta SaaS Protection can help answer questions related to Cohesity Alta SaaS Protection.

Alta Copilot generates step-by-step procedures in response to your queries, providing guidance on performing specific tasks. It also includes citations and references to the relevant product documentation for additional details.

How do I set up a SharePoint connector or manage existing ones for backups?
How do I create or manage retention and deletion policies for my data?
How can I set up stubbing and archiving for my SharePoint environments?

Cohesity Alta SaaS Protection conversation history

Cohesity Alta SaaS Protection includes a chat history feature that lets you review past conversations. The chat history is displayed in chronological order and grouped by time. While you can view and reuse the same chat, note that Copilot does not retain memory of previous interactions within that chat.

This feature lets you:

Access historical conversations.
Delete a specific or all conversation history or rename the title of the history.
Clear the older chat and start a new conversation.

You can also use the thumbs-up or thumbs-down options to let us know whether your question was answered correctly. This feedback helps us improve your experience with Cohesity Alta SaaS Protection.