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How to add Dataverse environment (Onboarding wizard)

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.  

On the first step, click the 'Add Environment' button.

To add your first Dataverse environment to FluentPro Backup and schedule your first backup, perform the following:

Select the Dataverse system.

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 the Dataverse account and click Continue

Please refer to the 'Connection account requirements' article to ensure your account has all the necessary permissions.

Select Backup content: Tables:  

  • All;
  • Selected (select only the Tables you need to include in this backup);
  • Ignored (is used to select the tables which should not be backed up. Other not selected tables in that list and newly created tables will be backed up).

If you need to include only specific tables in the backups instead of all, click Selected and then on the number link button. 

On the Available Tables page, select the required tables. You can filter the tables list by clicking on the names of the columns. Click the Add Selected button.

Please note: The tables that can be only backed up and cannot be restored will be marked with a yellow triangle (this data is in read-only mode, but you can still back it up and then export it to Excel). The tables that cannot be backed up will be marked with a red triangle.

You can filter such tables by unclicking: Show not backupable/restorable tables: all tables that cannot be backed up/restored will not be listed. 

Click Next.

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.

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. 

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