Create a Custom Device Sync Policy with SyncCollections

In most situations, choosing one of the Device Sync Policy Presets (such as SpaceSaver, Vault, etc.) will be suitable. However, if you need additional control over media quality (e.g., optimized or original quality) available on a specific device, you can create a Custom Device Sync Policy using SyncCollections.

TIP: SyncCollections are used in addition to a Sync Policy Preset. For example, if you want only specific files on a particular device, choose the Catalog Only preset and then use SyncCollections to add the files you want on that device.

A SyncCollection can be configured in many ways. Here are a few examples:

• Keep all 5-star photos of the people in your family on your phone as optimized quality Images so you always have a high-quality version to view and share.
• Back up your media marked with 4-Stars, 5-Stars, and Pick Flags at the original quality on Mylio Drive+.
• Keep all raw photos from a specific camera captured within the last 90 days on your laptop so you can edit and work with them, even offline.

Adding a SyncCollection

1. Click the Dashboard icon in the left sidebar, then choose Devices.
2. Select the device you want to manage, then click Device Sync Policies
3. Choose a Sync Policy Preset as a baseline (SpaceSaver or Catalog Only are good options).
4. In the Image Policies section, you can choose additional media under Originals to control original-quality files, and under Optimized to control optimized-quality files. This determines which files are stored on the selected device and the quality of those files.
   • Original-quality files are your full-resolution files and are often needed when making visual edits in external applications or for archival storage.
   • Optmized-quality files are smaller versions of your files (~5% the size of the original quality) and are ideal for browsing and sharing.
5. Click on the tab for Originals or Optimized, then click the Add SyncCollction button.
6. In the SyncCollection builder, use QuickFilters to isolate a group of files you want stored on the selected device. The view will update with each filter to show the files that will be synced. When you’re ready, click Done. Add a SyncCollection Name, then click Save.
7. You can add as many SyncCollections as you wish. SyncCollections are additive, meaning that each SyncCollection adds to the group of media to sync.

Example 1: Keep all 5-star photos of the people in your family on your phone as optimized quality Images so you always have a high-quality version to view and share

1. Click the Dashboard icon in the left sidebar, then choose Devices.
2. Select the device card for your phone, then click Device Sync Policies
3. Choose a Sync Policy Preset as a baseline. In this example, we’ll choose SpaceSaver.
4. In the Image Policies section, select the tab for Optimized, then click the Add SyncCollction button.
5. In the SyncCollection builder, pin QuickFilters for By Rating, Label, and Flag > 5-Star and By Category > Family and Family History to show only 5-star images in the Family and Family History categories.
6. Click Done, add a SyncCollection Name, then click Save. We’ll call it 5-Star Family.

Example 2: Back up your media marked with 4-Stars, 5-Stars, and Pick Flags at the original quality on Mylio Drive+

1. Click the Dashboard icon in the left sidebar, then choose Devices.
2. Select the device card for Mylio Drive+, then click Device Sync Policies
3. Choose a Sync Policy Preset as a baseline. In this example, we’ll choose Catalog Only.
4. In the Image Policies section, select the tab for Originals, then click the Add SyncCollction button.
5. In the SyncCollection builder, pin QuickFilters for By Rating, Label, and Flag > 4 and 5-Star
6. Click Done, add a SyncCollection Name, then click Save. We’ll call it 4/5-Star.
7. Click the Add SyncCollction button.
8. In the SyncCollection builder, pin QuickFilters for By Rating, Label, and Flag > Pick Flag
9. Click Done, add a SyncCollection Name, then click Save. We’ll call it Picks.

Example 3: Keep all raw photos from a specific camera captured within the last 90 days on your laptop so you can edit and work with them offline

1. Click the Dashboard icon in the left sidebar, then choose Devices.
2. Select the device card for your laptop, then click Device Sync Policies
3. Choose a Sync Policy Preset as a baseline. In this example, we’ll choose SpaceSaver.
4. In the Image Policies section, select the tab for Originals, then click the Add SyncCollction button.
5. In the SyncCollection builder, pin QuickFilters for By Date > By Date Range > Last 90 Days, and By File > By File Extension > raw format. In this example, we’ll select .CR2.
6. Click Done, add a SyncCollection Name, then click Save. We’ll call it Last 3 Months CR2.

View, Modify, or Delete a SyncCollection

SyncCollections can be easily adjusted or removed if no longer needed.

1. Click the Dashboard icon in the left sidebar, then choose Devices.
2. Select the device card for the device you wish to manage, then click Device Sync Policies
3. Scroll down to view any applied SyncCollections.
   • Click the disclosure arrow next to the SyncCollection name to view the QuickFilters used.
   • Click the eye icon to view the media contained in the SyncCollection.
   • Click the pencil icon to edit the SyncCollection.
   • Click the X icon to delete the SyncCollection.

Save a Custom Sync Policy Preset

Once you’ve created a group of SyncCollections, you may want to save it for use with other devices.

1. Click the Dashboard icon in the left sidebar, then choose Devices.
2. Select the device card for the device you wish to manage, then click Device Sync Policies
3. Click the Preset dropdown menu, then choose Save as New Preset.
4. Enter a name for your customer device present, then click Save.
5. Select a different device, click Device Sync Policies, then choose your custom preset from the preset list.

Manage Custom Sync Policy Presets

If you’ve created a custom sync policy preset you no longer need, you can easily delete it.

1. Click the Dashboard icon in the left sidebar, then choose Devices.
2. Select the device card for the device you wish to manage, then click Device Sync Policies
3. Click the Preset dropdown menu, then choose Manage Presets.
   • Click the pencil icon to rename a preset.
   • Click the trashcan icon to delete a preset.

*NOTE: If you downgrade the Sync Policy for a device or folder, you must clear the cache to free up disk space.