Quick Install Guide: Installing the Synology Server

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Overview

This article will guide administrators into installing the Synology Firmware onto the Synology Disk Station using the Synology Assistant.


Recommendation

Please make sure that the computer being used to install the Synology Firmware has a local wired network connection to the Synology Disk Station. Using a wireless or remote connection to install the Synology Firmware may result in communication errors - these errors will cause complications in finding and installing the Synology firmware correctly.

Step 1:

When the Synology Assistant has been successfully installed and detects the Synology Disk Station, it will present the window as displayed on the right. This window is requesting the location of the ".pat" file, which is the Synology Firmware to the Synology Disk Station. The Synology Disk Station cannot be used until the Synology Firmware has been installed.

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Step 2:

Select the browse button on the menu, and find the ".pat" file, which is available on the Install CD, or can be downloaded from the download center .

You will actually not find a listing in the download center with the ".pat" file nor will you find a listing for "Firmware". The firmware is the Disk Station Manager. In the download center the Disk Station Manager is abbreviated "DSM". The Disk Station Manager is a placeholder in one for both the basic firmware and the native programs on the NAS. The Disk Station Manager represents the ".pat" file, so to aquire the newest ".pat" file, follow the DSM download link.

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Step 3:

Select One-Click or Step-by-step setup. With One-Click setup, all default values are entered into the Synology Disk Station, and finishes with relative ease. Step-by-step setup allows for customization of basic network, time, admin password settings. All of these settings can be later changed within the Disk Station Manager - which is accessible after the Synology firmware has been installed.

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Step-by-Step: 1

Enter a name for the Synology Disk Station
  • Default names are "DiskStation", "CubeStation" or "RackStation"
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Step-by-Step: 2

Enter the administrative password to access the management menu of the Synology server. By default, the password field is left "blank"
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Step-by-Step: 3

Enter the Network Settings to be used by the Synology Disk Station, the default network setting is DHCP
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Step-by-Step: 4

Enter the data and time settings of the Synology server; the default setting is to use the same setting as the date, time, and time-zone of the computer installing the Synology Firmware
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Step-by-Step: 5

Review all settings and proceed with the install.
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Step 4:

After finishing One-Click Setup or Step-by-Step Setup, the Synology Assistant will begin programming the requested settings for the Synology Disk Station. It will also begin to format the System Partition and upload the Firmware that was selected in Step 2. Note, for single-bay models, the Synology Assistant will format the data volume to get started, for multi-bay models, the volume will have to be formatted from the Web Management Menu

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Step 5:

After uploading the firmware, the Synology Assistant will instruct the Synology Disk Station to reboot, and it can take upwards of 600 seconds to have the system restart and initialize itself.

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Step 6:

After the reboot is finished, and the Synology Assistant regains communication with the Synology Product, it will finish the final settings of the Disk Station.

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Step 7:

When the Disk Station is finished being installed, the Synology Assistant will present the following screen denoting that it is finished.

  • For single-bay models, the data volume will already be created, with the root folder "public" created. Also, the Synology Assistant will map a connection to the public folder
  • For multi-bay models, a volume will have to be created before the server can be used.
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Step 8:

Pressing "OK" from the previous step and ask the Synology Assistant to launch the default web-browser and load the Web Management Menu. The Synology Disk Station is now ready for use.

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Common problems during initial setup

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The Synology Assistant will display the above error if it cannot communicate with the Synology Server, or if it doesn't detect any Synology Server. Please make sure of the following to insure proper communications between your computer and the Synology Product

  • Network Suggestions
    • Please make sure you are using a wired network, and all wireless communications have been disabled on your computer.
    • Make sure that your computer is connected to the network, and that you have the ability of accessing Network Resources
    • Make sure that the Synology Product is connected to the network and is on. Please make sure that the LAN LED on the Synology product is active.
    • If the Synology Server does not get an IP address from a DHCP Server (i.e. if you connect your computer directly to the Synology Server), the Synology Server will use a 169.254.x.x IP address. You might need to change your computer's network settings to be able to see the Synology Server.
  • Security/Software suggestions
    • Make sure that no other programs are using ports 9997, 9998, 9999. These ports are used by the Synology Assistant to perform the the initial communications between the Synology Assistant and Synology product. It is noted that computers that are built by Acer and possibly Dell have proprietary programs which use the above listed ports
      • The following article can be used to aid in determining which ports are in use.
    • Make sure that the Synology Assistant is not being blocked by Anti-malware programs, such as Windows-Firewall, Windows User Account Control, Norton Anti-Virus, Norton Internet Security, and others
      • Windows Firewall is located under Start -> Control Panel -> Windows Firewall
      • Mac OX 10.5 Firewall is located under System Preferences -> Personal -> Security -> Firewall
  • Windows Specific Suggestions
    • Please make sure that Client for Microsoft Networks, and File and Printer Sharing Services are installed in the LAN Properties
    • Make sure that File and Printer Sharing Services are enabled via Windows Firewall, Windows UAC, and Anti-malware software.
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