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 Smartsheet environment to FluentPro Backup and schedule your first backup, perform the following:
1. Select the Smartsheet system.
2. Select the Smartsheet region.
Smartsheet Automations Backup and Restore are supported in FluentPro Backup. To back up and restore workflows, a token is required.
If you do not need to back up and restore workflows, you can skip this step and click Connect, then proceed to step 7 of this article.
Click the Smartsheet Token Generator button.
3. Open the downloaded file and click Connect.
4. Provide your credentials and log in to Smartsheet.
5. Copy the token.
6. Paste the token to the FluentPro Backup connection window and click Connect.
7. Provide your credentials and log in to Smartsheet.
Please refer to the Connection account requirements article to ensure your account has all the necessary permissions.
8. Click Allow to give access to your Smartsheet account.
9. Click Continue.
10. Select Backup content:
Sheets:
- All
- Selected (select only the sheets you need to include in this backup).
- Ignored (is used to select the projects that should not be backed up. Other not selected sheets in that list and newly created sheets will be backed up).
- For Selected Workspaces (is used to include or ignore all sheets of the selected workspaces in the backup schedule. If this option is selected, the Selected and Ignored option will appear under the Workspaces section and you can select the workspaces where you need to backup all the sheets or ignore the workspaces where you don't need to backup the sheets).
Workspaces (depending on the Sheet selection):
- For selected sheets (if All, Selected, Ignored option is chosen for the sheets).
- Selected or Ignored (becomes available if the 'For selected workspaces' option is chosen for the sheets. In this case, all sheets of the selected workspaces will be included in the backup schedule. If the Ignored option is used to exclude some of the workspaces from the backup schedule, their sheets will be ignored as well).
Groups: All.
Users: All.
If you need to include only specific sheets to the backups instead of all, click the Selected button.
On the Available Sheets page, select the required sheets. You can filter the sheets list by clicking on the names of the columns.
When you are ready with the selection, click the 'Add Selected' button.
11. Click Next.
12. 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.
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.
