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  1. Home
  2. Cohesity Alta SaaS Protection Administrator's Guide
  3. Configure Retention policies
  4. Add/edit Ingestion WORM retention policies and guidelines
Cohesity Alta SaaS Protection Administrator's Guide

Add/edit Ingestion WORM retention policies and guidelines

Before you begin:

Before you implement retention policies on Cohesity Alta SaaS Protection, consider the following points:

  • Items that have a retention period assigned to them cannot be deleted.

  • Retention periods can only be extended, not shortened.

  • If an item has multiple retention periods, the longest one takes priority, except for when it is in WORM Pending status.

  • If an item falls under multiple retention policies, the policy that has WORM pending status plus the one based on the last modified or archival data takes priority.

  • Retention periods for existing item versions are applied by event-based retention, and new versions are verified periodically.

  • Item-level WORM policies apply retention periods to new items and versions during the writing process without affecting existing versions in storage (Stor).

  • Deleting a policy does not affect existing items under the retention period.

Step-by-step procedure to add/edit an ingestion WORM retention policy:
  1. Access the Administration portal.

    The home page of the Administration portal is displayed.

  2. Click Retention.
  3. On the left, click Ingestion WORM retention policies.
  4. Do any of the following:
    • To add a new policy, click New policy.

    • To update an existing policy, click the name of the policy.

  5. On the Create policy page, do the following:
    • Enter an appropriate name for the policy.

    • From the Stor dropdown list, select the Stor for which the policy has to be added.

    • By default, the status of the policy is disabled; it is saved but will not run. Toggle the Status option to enable the policy.

    • Select any of the following options:

      • Last modified date: Select this option to create a policy based on the item's last modified date.

        If a policy is set for a retention period of one month, the item cannot be deleted or modified in the Stor for one month from the last modified date.

        Note:

        Last modified date: The date on which a user has performed a modification to the item.

      • Archived date: Select this option to create a policy based on the item's archived date.

        If a policy is set for a retention period of one month, the item cannot be deleted or modified in the Stor for one month from the archived date.

        Note:

        Archive date: The date on which the item was previously backed up to Cohesity Alta SaaS Protection.

    • Select the required retention period from the Retention period section. (In days, months, or years).

    • (Optional) Configure filters to include or exclude specific locations or data from having the policy applied.

      See How to add a Location filter?.

      See How to add a filter?.

    • Click Create to add a policy or click Update to save the changes.

The policy is displayed on the Ingestion WORM retention policies page under the storage (Stor) for which you have added the policy.

When a policy is configured and enabled it enforces retention periods during which items cannot be deleted or modified.

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