Network Infrastructure

Basic Synology NAS Setup

Over the years, I’ve setup dozens of Synology Network Appliances for customers and friends. But I never thought of doing much writing in the NAS space, be it for ReadyNAS, Thecus, Buffalo, etc. The interfaces seemed to change too fast and my focus was always on the management and connectivity of Apple devices. Slowly, over the years, small business servers have gone from being something you could make a decent living to something that should probably be hosted in the cloud.

Unless you have a design requirement that just can’t work in the cloud. And for that, there are a ton of options. Today we’ll cover the basic setup of a Synology to fill one of those options. Synology has a number of models. There are those that have multiple drive bays that allow you to run a RAID 50 and there are those with just two drive bays, that allow you to run RAID 1, or 0. But most have a similar, and sleek setup process. Start by putting all the drives in the bays and then powering up your device.

When the device comes online, plug in your Ethernet cable (preferably to a gig or 10gig interface) and then open your web browser and go to http://find.synology.com. You’ll see a pretty basic screen with details about the device. Click Connect.


When prompted, click Set Up.

When prompted, install the latest security updates (note: you want to do this before you start sending sensitive credentials over the wire. It’s fast. )

This is important. Those drives you put in that Synology were empty, right? ‘Cause if you proceed here, they better be. Or they will be after. If they are empty, check the box and click OK.

At the “Create your administrator account” screen enter the hostname you want to be given to your server, a username, password, password a second time to make sure, and blood type. Wait, blood type goes on the next screen, so click Next.

Sike! No blood type required. At the superfluous Congratulations screen, click next again!

At the maintenance window, select a time that the device can install updates and reboot. Also, it’s a good idea to check both of the boxes at the bottom – S.M.A.R.T. tests don’t always save you from catastrophic data loss, but it does save you way more than if you don’t use it. And bad sector warnings aren’t good either. Click Next.

A QuickConnect account allows you to access your server remotely. That’s a great thing to have. If you have one, provide it here; otherwise, give Synology an email address and password and they’ll make it simple to manage your device remotely (which includes grabbing files off it when you’re at work, etc).

Copy that link (although it’s kinda’ easy to remember as it’s QuickConnect.to/<DEVICENAME>). 

I’m ok skipping the recommended packages, as I like to have more control of what’s installed on my devices, but if you’re just going to use a Synology as a basic file or Time Machine server and want as few steps as possible here, click Install. 

That’s it, click OK to be donezo. 

When you finally get into the main screen, notice that it’s kinda’ like a stripped down KDE interface. The main two things to know are Control Panel and Package Center. If you skipped installing some of the packages in the previous step, you’ll do that in Package Center. But first, let’s check out the global device settings by clicking on Control Panel.

At the Control Panel, the main things most users will want to do first are manage accounts and addresses (if you’re going to connect client computers to a file server, for example, you’re gonna’ want a static IP). So let’s click Network to configure a network interface. 

The General tab is for configuring your default gateway, upstream name servers, etc. Click Network Interface so we can enter a static address for a LAN interface. But before you do, take note that the Traffic Control tab provides the ability to do some basic traffic shaping if this box is going to run multiple services.
 
Let’s click on the LAN interface.

Here, you can enter the IP, subnet mask, gateway, and name server. Make sure the IP doesn’t overlap with an existing device or with a DHCP pool. I won’t go into configuring a Synology for VLAN tagging or to be a first class citizen on an 802.1x network, but note that both of those options are available here. Click OK to save your changes.

You didn’t pay good money for this thing for no reason. So next, let’s close these screens and go back to the main screen. Open Package Center. 

As you can see, there are a ton more services here than, for example, the built-in services on a macOS Server. And it’s as easy as clicking on the Install button to get started with each.