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)
Setting up Exchange Online data protection with Cohesity Alta SaaS Protection
To protect user's data in your Exchange Online environment using Cohesity Alta SaaS Protection, you need to based on your backup requirements.
You must consider the following points before adding a connector.
Mailboxes
User mailboxes
Group mailboxes
Teams mailboxes
Public Folders
Archive mailboxes
Shared mailboxes
Contacts and calendars
Tasks and notes
Mailbox Rules
Junk Email and Deleted Items: Junk email and deleted items folders to restore accidentally deleted or wrongly categorized emails.
Soft deleted mailboxes: This option can be configured using Connector service.
Recoverable items folder: An option to back up the Recoverable Items folder, which stores items recoverable after deletion.
Archived mailboxes: An option to back up archived mailboxes, ensuring that all user data, including archived content, is backed up.
Public folders: An option to back up Public folders.
Groups created using the Role assigned and Dynamic users options.
:
The emails in the EWS environment are backed as
.emlfiles. Cohesity Alta SaaS Protection receives these .eml files from Exchange, containing the original email as an encrypted attachment and a message body indicating that the email is encrypted. To view these .eml files, they must be downloaded/restored from Cohesity Alta SaaS Protection and opened in Outlook by a user with the necessary permissions.:
Flexible mailbox backup options
Back up all user mailboxes or selectively back up specific mailboxes (granular backup) based on backup requirements.
Rolling Mailbox Scope to distribute the backup load across jobs.
Alphabetical Mailbox Scope to back up mailboxes based on alphabetical name ranges.
Back up mailboxes belonging to specific email domains.
Back up all or selected Microsoft 365 Group and Teams mailboxes.
Back up Public folders in the Exchange Online environment.
Note:
The emails in the EWS environment are backed as .eml files. Cohesity Alta SaaS Protection receives these .eml files from Exchange, containing the original email as an encrypted attachment and a message body indicating that the email is encrypted. To view these .eml files, they must be downloaded/restored from Cohesity Alta SaaS Protection and opened in Outlook by a user with the necessary permissions.
To add an Exchange connector, follow the procedure outlined on this page or watch the video tutorial below:
- Access the Administration portal.
The home page of the Administration portal is displayed.
- Click Connectors on the Backup card.
- Click New backup connector.
- Click Exchange.
To make the setup process easier and more intuitive, each tab in the connector creation workflow includes a help icon (?) at the left. You can click this icon to open the respective help topic for that tab, which can guide you through the setup step by step.
- On the General tab, set up the basic configuration for the connector and click Next.
- On the Configure scope tab, configure the capture scope to define which data to be protected and click Next.
- On the Credentials page, configure credentials to access the source workloads (the SharePoint data to be backed up) and click Next.
- On the Policy configuration tab, configure the appropriate backup policy for more granular backup needs.
- On the Scheduling tab, schedule when the backup job should run.
See Schedule a backup.
- On the Email notifications tab, configure email addresses to receive notifications about backup activities.
- On the Review tab, save the settings and initiate the backup.