As you sign up for FluentPro Backup, the onboarding wizard will be opened immediately. This wizard allows adding your first environment to FluentPro Backup and scheduling your first backup.
If the onboarding wizard was skipped or you already added another environment, click the Add Environment button on the right.
Please note: All information in this article also applies to both Project for the web and Planner (premium plans) environments.
On the first step, click the 'Add Environment' button.
To add your first Project for the web environment to FluentPro Backup and schedule your first backup, perform the following:
1. Select the Project for the web or Planner (premium plans) system.
2. A token is required to establish a connection to Project for the web/Planner (premium plans).
Сlick the P4W Token Generator button to download a token generator.
3. When the Token Generator is downloaded, open it and click Connect.
4. Log in to your Project for the web or Planner (premium plans) account.
Please refer to the Connection account requirements article to ensure your account has all the necessary permissions.
5. Copy the generated token.
6. Paste this token to the ‘Connect to Project for the web’ window in FluentPro Backup.
7. Then provide your environment URL and click Connect.
Please refer to the 'How to find the environment URL' article for more details.
Log in to your Project for the web or Planner (premium plans) account with the same credentials you used to generate a token and click Continue.
8. Select Backup content:
- Projects: All, Selected (select only the Projects you need to include in this backup), Ignored (is used to select the projects which should not be backed up. Other not selected projects in that list and newly created projects will be backed up).
- Microsoft 365 Groups: For Selected Projects.
- Resources: All.
Click Next.
If you need to include only specific projects in the backups instead of all, click Selected and then on the number link button.
On the Available Projects page, select the required projects. You can filter the project list by clicking on the names of the columns.
When you are ready with the selection, click the 'Add Selected' button.
9. Select how often backups should start and click Save.
To change the settings for how often the backup starts for modified entities, click the 'Actively modified backup data' option and select the required option from the list.
In the 'Unmodified data backup' field, you can select how often a backup starts for all selected unmodified entities.
10. Your first backup schedule will be launched. You can open the Operation Details page to track progress and review its status.
Further backups will be launched automatically by the created schedule.
As soon as the environment is added and the schedule is created, this information appears on the Backup Schedule page. If you open this page, you can review and change the information for your schedule and/or run the backup on demand.
