Setting up SharePoint Online protection with Cohesity Alta SaaS Protection
To protect user's data and sites in your SharePoint Online environment using Cohesity Alta SaaS Protection, based on your backup requirements.
Consider the following points before adding a connector.
Using the SharePoint connector, you can back up all or specific SharePoint sites based on your backup requirements. You need to create separate connectors for these requirements.
The SharePoint connector can only back up the site collections that are not associated with Microsoft 365 Groups and Teams (except Communication sites). To back up Microsoft 365 Groups and Teams, use the Teams Site Collection connector with the option.
For Microsoft 365 Multi-Geo tenants, See Considerations for adding SharePoint/Teams Sites/OneDrive connectors for Microsoft 365 Multi-Geo tenant.
Custom backup policy: You can define specific data types, versions, permissions, columns, and content types to back up.
Delete policy: You can define a Delete policy to manage storage by removing unnecessary items from the source SharePoint Online environment while retaining backups in Cohesity Alta SaaS Protection.
See Configure Delete policy for SharePoint Online and guidelines.
Stubbing policy: you can define a Stubbing policy to replace original items with stubs (shortcuts) in the SharePoint Online environment, which helps reduce storage usage while maintaining access to data.
To add a SharePoint Online connector, follow the step-by-step procedure outlined on this page or watch the following video tutorial:
Each tab in the connector creation workflow includes a help icon (?) on the left. Click this icon to open the corresponding help topic for that tab, which guides you through the setup process step by step.
Procedure:
- Access the Administration portal.
- On the home page, click Connectors on the Backup card.
- Click New backup connector.
- Configure the general settings.
Click SharePoint.
- On the General tab, set up the general configuration for the connector and click Next.
- Configure the capture scope.
On the Configure scope tab, configure the capture scope to define which SharePoint sites or content should be protected and click Next.
- Configure credentials.
On the Credentials tab, configure credentials to access the source workloads (the SharePoint data to be backed up) and click Next.
- Configure policies.
On the Policy configuration tab, do the following as per your backup requirements:
Configure the appropriate backup policy for more granular backup needs.
Configure the Delete and Stubbing policies to free up SharePoint storage by removing unwanted items after backup.
See Configure Delete policy for SharePoint Online and guidelines.
See Configure Stubbing policy.
See Guidelines to configure Stubbing policy for SharePoint Online.
- Configure backup schedule.
On the Scheduling tab, schedule when the backup job should run.
See Schedule a backup.
- Configure email address.
On the Email notifications tab, configure email addresses to receive notifications about backup activities.
- Save configuration.
On the Review tab, save the settings and initiate the backup.