Overview

It may be desired to configure the backup such that data that is not changing is backed up to a Basic account (where only the most recent version is kept), whereas data that is changing all the time is kept in a Select account. This can be accomplished by configuring one Select account and one Basic account to backup the same set of data, but use different policy rules for each to enforce data migration rules.

You should create the Basic account and the Select account within the same customer in the reseller web portal. To do this, in the web portal when you create the second account choose 'Use existing customer' but then change the 'Parent account' field to none so that you can change the service plan of the 2nd account. (For example, if you created the customer with a Select account, create the 2nd account by reusing the existing customer, change the parent account to none, and change the service plan to Basic.)

The easiest way to configure a Select account and Basic account to backup the same data but with different policies is to use the settings profile feature. Please see KB HERE for detailed instructions on how to configure multiple accounts on the same machine.

Instructions

Start by setting up both a Select account and a Basic account and have them backup the same set of data (see KB HERE). Then follow these steps:

• In the backup manager settings profile for the Select account:

1. Folders page. Right click on any folder in the list and choose Edit Policy.
2. Select the 'Apply rules in Default Policy' rule and then click the 'Edit Default Policy' button.
3. Add a new wildcard rule to the Default Policy that is configured as follows:
        Exclude Files whose relative pathname matches the wildcard *.*
        Older than X days
        (Any file that has not been modified in the last X days will be migrated to the Basic account)
4. Save all changes
5. Options page. Versioning tab. Set the 'Destroy Excluded Data' option to YES and save changes

• In the backup manager settings profile for the Basic account:

1. Folders page. Right click on any folder in the list and choose Edit Policy.
2. Select the 'Apply rules in Default Policy' rule and then click the 'Edit Default Policy' button.
3. Add a new wildcard rule to the Default Policy that is configured as follows:
        Exclude Files whose
             Relative pathname matches the wildcard *.*
        Newer than Y days
        (note that Y should be X minus 5 to give the Basic account 5 days to upload data that is expiring from the Select account)
        Also, when editing this rule, make sure to CHECK the rule option that says 'Destroy files excluded by this rule'
4. Add a new wildcard rule to the Default Policy that is below the rule you just created in the previous step, and that is configured as follows:
        Exclude Files whose 
   Relative pathname matches the wildcard *.* 
   Newer than 10 days
   Also, when editing this rule, make sure to UNCHECK the rule option that says 'Destroy files excluded by this rule'
   The reason for this rule is that if a file is stored into the Basic account, but then it changes, it gives the Select account a 10 day window to reupload the data before it is purged from the Basic account. 
5. Save all changes
6. Options page. Versioning tab. Set the 'Destroy Excluded Data' option to NO and save changes

Please be sure that your policy rules match exactly the rules described above unless you understand precisely what you are doing. Otherwise unexpected behavior may result. If you have questions about how to configure your backups, please contact us.