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How do I automatically archive static data to a Basic account?

Overview

You may want 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. To do this, 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.)

This article assumes that the Select account is setup on the computer with the data, while the Basic account is setup on another computer that has a network-mapped drive pointing to the data to be backed up. To setup a Select account and a Basic account on the same machine, please see our other KB article on this subject.

Instructions

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

In the backup manager 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. Check the 'Destroy Excluded Data' option and save changes

In the backup manager 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)
   
4. Save all changes
5. Options page. Versioning tab. Check the 'Destroy Excluded Data' option and save changes