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    Onboarding wizard

    As you sign up to FluentPro Backup, the onboarding wizard will be opened at once. This wizard allows adding your first environment to FluentPro Backup and scheduling your first backup. 

    To add a new environment to FluentPro Backup click the 'Add Environment' button in the onboarding wizard.

    There are four types of environments you can add to FluentPro Backup: Project for the web, Planner, Asana, and Monday.com


    Project for the web environment

    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 system.

    2. Provide the Project for the web environment URL. Click Connect

    Please refer to the 'How to find the environment URL' article for more details. 

    3. Sign in to your Project for the web environment and click Continue.

    Please refer to the Connection account requirements article to make sure the account you are using has all the necessary permissions. 

    4. Select Backup content: 

    • Projects: All, Selected (select only the Projects you need to include in this backup), Ignored (is used to open the list of new projects or the ones that do not exist (were note previously selected) in the list of the selected ones).
    • Microsoft 365 Groups: For Selected Projects.
    • Resources: All. 

    Click Next

    If you need to include only specific projects to 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. 

    5. Select how often backups should start and click Save

    To change the settings for how often the backup starts for modified entities click the 'Backup Starts' option and select the required option from the list. 

    In the 'Force backup starts' field, you get to select how often a backup starts for all selected unmodified entities. 

    6. Your first backup schedule will be launched. You can open the Operation Details page to track progress and review its status. 


    Monday.com environment

    To add your first Monday.com environment to FluentPro Backup and schedule your first backup perform the following:

    1. Select the Monday.com system.

    2. To add the Monday.com environment to FluentPro Backup a token is required. Provide the Monday.com environment Token.

    Please refer to the 'How to get API token for Monday.com' article for more details. 

    3. Click Connect

    Click Continue if the connection was established successfully. 

    4. Select Backup content: 

    • Boards: All, Selected (select only the Boards you need to include in this backup), Ignored (is used to open the list of new boards or the ones that do not exist (were note previously selected) in the list of the selected ones).
    • Workspaces: For selected boards.
    • Users: All. 
    • Teams: All. 

    Click Next.

    If you need to include only specific boards to the backups instead of all, click the Selected button. 

    On the Available Boards page, select the required boards. You can filter the boards list by clicking on the names of the columns. 

    When you are ready with the selection, click the 'Add Selected' button. 

    5. Select how often backups should start and click Save

    To change the settings for how often the backup starts for modified entities click the 'Backup Starts' option and select the required option from the list. 

    In the 'Force backup starts' field, you get to select how often a backup starts for all selected unmodified entities. 

    6. Your first backup schedule will be launched. You can open the Operation Details page to track progress and review its status. 


    Microsoft Planner environment

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

    1. Select the Planner system.

    2. Click Connect

    3. Provide your credentials and log in to Planner using your Office 365 account. 

    4. Please refer to the Connection account requirements article to make sure the account you are using has all the necessary permissions. 

    Click Continue

    5. Select Backup content: 

    • Plans: All, Selected (select only the Plans you need to include in this backup), Ignored (is used to open the list of new plans or the ones that do not exist (were not previously selected) in the list of the selected ones).
    • Microsoft 365 Groups: For Selected Plans.

    Click Next

    If you need to include only specific plans to the backups instead of all, click the Selected button.

    On the Available Plans page, select the required plans. You can filter the plan list by clicking on the names of the columns. 

    When you are ready with the selection, click the 'Add Selected' button. 

    6. Select how often backups should start and click Save

    To change the settings for how often the backup starts for modified entities click the 'Backup Starts' option and select the required option from the list. 

    In the 'Force backup starts' field, you get to select how often a backup starts for all selected unmodified entities. 

    7. Your first backup schedule will be launched. You can open the Operation Details page to track progress and review its status.


    Asana environment

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

    1. Select the Asana system.

    2. Click Connect.

    3. Provide your credentials and log in to Asana. 

    4. Please refer to the Connection account requirements article to make sure the account you are using has all the necessary permissions. 

    Select workspace for backup and click Continue

    5. Select Backup content: 

    • Projects: All, Selected (select only the projects you need to include in this backup), Ignored (is used to open the list of new projects or the ones that do not exist (were not previously selected) in the list of the selected ones).
    • Users: All.

    Click Next

    If you need to include only specific plans to the backups instead of all, click the Selected button.

    On the Available Projects page, select the required plans. You can filter the plan list by clicking on the names of the columns. 

    When you are ready with the selection, click the 'Add Selected' button. 

    6. Select how often backups should start and click Save

    To change the settings for how often the backup starts for modified entities click the 'Backup Starts' option and select the required option from the list. 

    In the 'Force backup starts' field, you get to select how often a backup starts for all selected unmodified entities. 

    7. Your first backup schedule will be launched. You can open the Operation Details page to track progress and review its status.

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