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How to add Microsoft Planner environment (Onboarding wizard)

As you sign up to 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.

Connect to your Planner

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 ensure your account has all the necessary permissions. 

Click Continue

Choose which data to backup

  • Plans: All, Selected (select only the Plans 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 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. 

Select the backup frequency

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 get to 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.

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