Synology Setup DSM 6.2.2 in a Virtual Synology DS3617xs using VMWare

Here is a step by step "How-To create a Virtual Machine to emulate a DS3617xs running DSM 6.2.2" using VMWare and Xpenology

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Xpenology is a bootloader for Synology’s operating system which is called DSM. It can be used to setup DSM on a PC or in a Virtual Machine like VirtualBox or VMWare.

I am using VMWare 15. But any version from VMWare 11 should work.

 

1: Download and unzip this package, containing:

  • the configuration of the virtual machine (dsm.ovf, dsm.vmx, disk.vmdk and synoboot.vmdk),
  • the xpenology boot file for DS3617xs (synoboot.img) and
  • the image of the DSM 6.2.2 for DS3617xs (DSM_DS3617xs_23739.pat)

Notice that only the image “23739” is compatible with the boot file (Jun’s loader 1.03b).

2: Open VMWare Workstation. If you never configured the default location where you want to create your Virtual Machines, press CTRL-P to open the “Preferences” panel. There, set this default location (I am using D:\VMWare).

3: Go next to "Windows Explorer", in the folder where you have unzipped the package, and double click dsm.ovf. This is going to import the VM into VMWare. Type a name for the new virtual machine (I am using DSM3617 6.2.2) and click “Import”.

4: Here is the outcome to the importation. You can now click on “Power on this virtual machine”. But first, be ready to type F2 in the console to enter the Bios. You will have only 2 seconds to do so!

5: As soon as you have run the VM, click into it to capture the keyboard, and press “F2”. If you missed it, the VM will try to boot from the network. In such a case restart the VM and try again! Once in the Bios, go to the Boot tab and swap the SATA Hard Disk with  the SCSI Hard disk. The VM has indeed to boot with the SATA disk containing the boot loader. Finally, Save and Exit the Bios. The VM will reboot.

6: Again, quickly click into it to capture the keyboard and press the “down arrow” to select the loader for “VMWARE/ESXI” (attention, you don’t have a lot of time to start the selection). Press next Enter and the boot will load. The VM is ready to install the DSM image.

7: Open the “Synology Assistant”, which is more efficient than the page http://find.synology.com to find your VM, and after 1 minute click on “Search”. If you didn’t wait long enough, you will see an Error message (In such a case, click Search “Again”. I never had to do this more than 3 times).

8: Finally, the Assistant will find your VM. A webpage should automatically open (Otherwise, right click on the VM and select “Install”). Click on “Set up” in that page.

9: Click next on the link “Manual Install”.

10: Click on Browse to select the image of the DSM 6.2.2 for DS3617xs and select the file “DSM_DS3617xs_23739.pat” in the folder when you unzipped the package downloaded here previously.

11: Finally, click on “Install Now” and confirm that the installation can override the disk… it’s the virtual SCSI Hard Disk member of the VM. No worry ;)

12: The installation will take a few minutes and once completed, you will see in the VMWare Workstation that the VM is rebooting.

13: On the installation page, you see a count down. If you want to check the status of the VM, you can go back to the Synology Assistant and Click Search. You should see that it’s restarting, etc… and is finally ready. At that moment, you can select the VM and click Connect.

14: You will now be able to login into the VM and configure it. DO NOT select “Install the latest DSM version automatically” or “Install the important updates of DSM automatically”!!! The image 37739 is the latest compatible with the loader used by this VM. Upgrading your DSM will break the VM.

 

15: You have now a DS3617xs with the DSM 6.2.2-23739.

16: DO NOT upgrade or the disk will disappear and the VM won’t work anymore (Someone mentions that mounting the Disk on a SATA controller instead of a SCSI one helped… See here. But it didn’t work for me). Looking into the Synology Assistant, you would see that the Virtual Synology is not configured.

17: It’s now time to use the SCSI Hard Disk to create a first Volume. Open the DSM Main Menu and start the Storage Manager. Go to “Storage Pool” and click “Create”. Use the HDD of 20GB. Next, go to “Volume” and click “Create”. Use the “Storage Pool” created previously.

18: Now, you can upgrade the VM to your version of VMWare. Shutdown the DSM Properly (via the menu on the Buddy Icon in the top-right corner). The VM will soon stop.

 

19: Once the VM stopped, upgrade it by clicking on “Upgrade this virtual machine”.

Et voilà !

[EDIT] Here are the package to setup:

Synology Setup DSM 6.2.2 in a Virtual Synology DS918 using VMWare

Here is a step by step "How-To create a Virtual Machine to emulate a DS918 running DSM 6.2.2" using VMWare and Xpenology

Click to Read More

Xpenology is a bootloader for Synology’s operating system which is called DSM. It can be used to setup DSM on a PC or in a Virtual Machine like VirtualBox or VMWare.

I am using VMWare 15. But any version from VMWare 11 should work.

 

1: Download and unzip this package, containing:

  • the configuration of the virtual machine (dsm.ovf, dsm.vmx, disk.vmdk and synoboot.vmdk),
  • the xpenology boot file for DS918+ (synoboot.img) and
  • the image of the DSM 6.2.2 for DS198+ (DSM_DS918+_24922.pat)

2: Open VMWare Workstation. If you never configured the default location where you want to create your Virtual Machines, press CTRL-P to open the “Preferences” panel. There, set this default location (I am using D:\VMWare).

3: Go next to "Windows Explorer", in the folder where you have unzipped the package, and double click dsm.ovf. This is going to import the VM into VMWare. Type a name for the new virtual machine (I am using DSM918 6.2.2) and click “Import”.

4: Here is the outcome to the importation. You can now click on “Power on this virtual machine”. If you want, you may also first increase the Memory, the Processors or the size of the SCSI Hard Disk (Do not touch the SATA Hard Disk which contains the boot loader).

5: As soon as you have run the VM, click into hit to let it capture the keyboard, and press the “down arrow” to select the loader for “VMWARE/ESXI” (attention, you don’t have a lot of time to start the selection). Press next Enter and it will boot.

6: Open the “Synology Assistant”, which is more efficient than the page http://find.synology.com to find your VM, and after 1 minute click on “Search”. If you didn’t wait long enough, you will see an Error message (In such a case, click Search “Again”. I never had to do this more than 3 times).

7: Finally, the Assistant will find your VM. A webpage should automatically open (Otherwise, right click on the VM and select “Install”). Click on “Set up” in that page.

8: Click next on the link “Manual Install”.

9: Click on Browse to select the image of the DSM 6.2.2 for DS918+ and Select the file “DSM_DS919+_24922.pat” in the folder when you unzipped the package downloaded here previously.

10 Finally, click on “Install Now” and confirm that the installation can override the disk… it’s the virtual SCSI Hard Disk member of the VM. No worry ;)

11: The installation will take a few minutes

12: Once the installation complete, you will see in the VMWare Workstation that the VM is rebooting. On the installation page, you see a count down. If you want to check the status of the VM, you can go back to the Synology Assistant and Click Search. You should see that it’s restarting, installing patches, reconnecting and finally ready. At that moment, you can select the VM and click Connect.

13: You will now be able to login into the VM and configure it.

14: It’s now time to us the SCSI Hard Disk to create a first Volume. Open the DSM Main Menu and start the Storage Manager.

15: Go to Volume and click Create. Select the HDD of 20GB, etc...

16: You have now a brand new DS918+ with the DSM 6.2.2-24922 Update 3.

17: Now, you can upgrade the VM to your version of VMWare. Shutdown the DSM Properly (via the menu on the Buddy Icon in the top-right corner). The VM will soon stop.

18: Once the VM stopped, upgrade it by clicking on “Upgrade this virtual machine”.

Et voilà !

Synology Expand a Synology RAID 0 Volume with bigger disks using VMWare...

I had 2 x 2TB disks in a RAID 0 Volume on my DS713+ and wanted to replace them with 2 x 3TB... My first idea was quite simple: move the 2TB disks from the DS713+ into my PC, next to the 3TB disks, clone those 2TB onto the 3TB disks and resize the data partition... Unfortunately, googling for users' feedback on such an operation, I finally felt that it could possibly be no such a real piece of cake... So, I used my second idea: "Backup" the DS713+ into a Virtual Synology, replace the 2TB with the 3TB in the DS713+ and "Restore".

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I decided to not try the "partition resizing" approach because it seems that expanding next the Volume to use the free space on the partition could be difficult (if possible at all). I will for sure try that idea later with dummy data. But for now, I wanted a peace-of-mind-solution. So, I did:

  1. Create a Virtual Synology (a DS3612xs with DSM 5.0-4528) with enough space,
  2. Enable the Network Backup Service on that DS3612xs
  3. Clean-up as much as possible on the DS713+ (DSM 5.0-4528 update 1)
    1. Disabled the camera in Surveillance Station and  deleting all the recordings
    2. Stopping Plex, Video Station, Audio Station and Photo Station
    3. Deleting all the movies from \\<DiskStation>\video (As those are anyway backuped on my main server)
    4. Deleting all the musics from \\<DiskStation>\music (As those are anyway backuped on my main server)
    5. Keeping however the photos to not loose albums' settings and thumbnails (as those would require days to be recreated!)
  4. Backup as much as possibly from the DS713+
    1. Using the native "Backup & Replication" feature, but also
    2. "Exporting" the Configuration of the "Surveillance Station" and Copying the extra licences (not the default one)
    3. "Exporting" all the complete zones' settings from the "DNS Server"
    4. Taking note of the information not backuped:
      1. "QuickConnect"
      2. "External Access"
      3. "Network"
      4. "Security"
      5. "Notification"
      6. "Application Portal alias"
    5. Taking note of:
      1. All the Packages installed:
      2. The custom "Package sources" configured in the settings of the Package Center
    6. Backuping Wordpress
      1. Stopping first WordPress
      2. Taking a Backup of the database wordpressblog via a full "Export" with phpMyAdmin
    7. In addition, to be 100% safe,I also took a full copy of
      1. the Plex's configuration & settings: \\<DiskStation>\Plex\Library\Application Support\Plex Media Server
      2. the WordPress installtion: \\<DiskStation>\web\wordpress
      3. All my "customized" stuff
  5. Replace the 2 x 2TB with the 2 x 3TB in the DS713+
  6. Reinstall DSM 5.0 on the DS713+ with the same name and admin's password as previously
  7. I reinstalled WordPress, Plex, DNS Server and PhotoStation, but I did not configure them and stopped them! (Actually, I don't know yet if installing them before the restore was required... -- to be checked).
  8. Enable the Telnet Service in "Terminal & SNMP"
  9. Restore manually the information for
    1. "QuickConnect"
    2. "External Access"
    3. "Network"
    4. "Security"
    5. "Notification"
  10. Restore the Backup made on the DS3612xs. It included:
    1. All the Shared Folders selected to be backuped
      1. Shared Folders recreated when installing a Packages are renamed!
    2. The "File Services" settings
    3. The "Users"
    4. The "Groups"
    5. (I don't use the Directory Services)
    6. The "Regional Options"
    7. The "Task Scheduler"
    8. The "Application Portal" alias
  11. Reinstall the other Packages.
  12. Import manually the DNS zones exported previously (via "Create" > "Import zone").
  13. Fix issues with "Surveillance Station" if any.
    1. I had to delete the camera restored with the Backup in "Surveillance Station" (weird as I successfully restored such backups in the past...)
    2. Add manually my extra licences
    3. Import manually the Configuration settings I exported previously.
  14. Restore manually the database of WordPress via phpMyAdmin and start next WordPress. It should not prompt you anymore to configure it.
  15. Check that the expected content has been restore in the various Shared Folders: photo, Plex (music and video if not cleaned-up), etc...
  16. Delete all Plex's plugins (hidden folder \\<DiskStation>\Plex\Library\Application Support\Plex Media Server\Plug-ins). They will be reinstalled automatically when you will start Plex. I have indeed noticed that various features do not run fine anymore in the Administration site otherwise. Ex.: choose language when editing libraries or fixing incorrect match, choosing providers, etc...
  17. Start all Packages currently stopped.

Here after, the steps to create a Virtual Synology:

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  1. Take the latest Boot Image iso available to start a "DSM" in a VMWare (Nanoboot-5.0.3.2 DSM 5.0-4528 x64) here.
  2. Take next the latest DSM pat Image (DSM 5.0-4528) here.
  3. Get the Synology Assistant from here and install it.
  4. Use VMWare Workstation 10 to create a new VM (You may create a Shared one to be able to run it remotely if you want):
    1. Create a "Custom (Advanced)" virtual machine
    2. Linux, version "Other Linux 2.6.x kernel 64-bit"
    3. With 1 processor, 2 cores
    4. 1024MB Memory
    5. Using a Bridged network
    6. LSI Logic Controller
    7. SCSI Disk Type
    8. And a large new virtual disk fully allocated (for performance reason)
  5. Instead of starting the new machine immediately, edit the settings: the CD/DVD must be changed to use the Iso Boot Image donwloaded at step 1.
  6. Next, edit the ".vmx" file created by VMWare next to the VM: Add this line just after the first one: bios.bootOrder = "cdrom"
  7. Now start the VM. It shows a menu with various entries named "Nanoboot-5.0-4528 xxx". Pick the one to "Install/Upgrade".
  8. Run next the Synology Assistant. It will find a "DiskStation" not yet installed. Select that one and right-click to "Install" it.
  9. When prompted for the Installation File, pick the pat file downloaded at step 2.
  10. Proceed until the installation is completed (Give a name to you new Synology. No need however to setup a QuickConnect ID).
  11. Enable the Backup https://www.synology.com/en-us/support/downloadService via the Start Menu > Backup & Replication > Backup Service > Enable Backup Network Service.

You are now ready to backup your actual Synology.

And icing on the cake, here is how to access the DSM and data still available in the old RAID 0 Volume (I.e.: on the two old 2TB):

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I did create a second Virtual Synology with the RAID 0 volume still available on the two old 2TB! Doing so, I will still be able to access all my data and settings if by any chance some have not been correctly restored.

  1. Take the latest Boot Image iso available to start a "DSM" in a VMWare (Nanoboot-5.0.3.2 DSM 5.0-4528 x64) here.
  2. Get the Synology Assistant from here and install it.
  3. Use VMWare Workstation 10 to create a new VM (You may NOT create a Shared as those do not support physical disks. Also you better have to run VMWare as Administrator otherwise adding physical disks could be disabled):
    1. Create a "Custom (Advanced)" virtual machine
    2. Linux, version "Other Linux 2.6.x kernel 64-bit"
    3. With 1 processor, 2 cores
    4. 1024MB Memory
    5. Using a Bridged network
    6. LSI Logic Controller
    7. SCSI Disk Type
    8. And add the two old physical disks. Notice: the order is important. If they are not in the correct order, the DSM won't start and report a disk access failure. No panic: simply swap the disks and retry ;)
  4. Instead of starting the new machine immediately, edit the settings: the CD/DVD must be changed to use the Iso Boot Image donwloaded at step 1.
  5. Next, edit the ".vmx" file created by VMWare next to the VM: Add this line just after the first one: bios.bootOrder = "cdrom"
  6. Now start the VM. It shows a menu with various entries named "Nanoboot-5.0-4528 xxx". Pick the one to "Install/Upgrade".
  7. Run next the Synology Assistant. It will find your old Synology "Migratable". Select that one and right-click to "Migrate". The RAID 0 Volume is detected automatically and the DSM should load. If it fails around 50%, swap the physical disks and restart the VM. They are probably not in inserted in the correct order (I did swap them physically in my PC - as using bays- but I could have removed them from the VM configuration and re-added them in the right order).
  8. NB: installing with the option to download the latest DSM version failed. I had to download and use the pat file DSM 5.0-4528 available here.
  9. Give this new Synology a unique name and disable any service that would conflict with one already running somewhere else.