What should I do if I want to deploy a high-availability solution but my Synology NAS is set up with SHR?

What should I do if I want to deploy a high-availability solution but my Synology NAS is set up with SHR?

Purpose

Synology High Availability (SHA) does not support Synology NAS implemented with SHR (Synology Hybrid RAID). If you have already set up SHR on a Synology NAS server, please remove the SHR storage space before you proceed to create a high-availability cluster with two Synology NAS servers. This article offers the following methods to help you transfer data on an SHR volume and guides you through creating a high-availability configuration.

Notes:

  1. This article does not apply to Synology dual controller NAS and Unified Controller models.

Contents

Transfer your data to a non-SHR volume:

Environment

  • Before you proceed to create a high-availability cluster, make sure both of your Synology NAS servers meet the other requirements set out in this article.
  • Use two identical Synology NAS servers to set up a high-availability cluster. If you are unable to obtain the same Synology NAS models, please refer to this article for compatible model combinations.

Resolution

On the same Synology NAS

To create a non-SHR volume on the same Synology NAS and move the data from the SHR-volume to the newly created volume:

  1. Go to Storage Manager to set up a non-SHR storage pool and create a new volume. Make sure the size of the new volume is larger than the SHR-volume.
  2. Go to Control Panel > Shared Folder, select the folder to move and click Edit.
  3. In the General tab, select the Location drop-down menu to specify the volume you wish to move the folder to.
  4. Click OK (for DSM 6.2) or Save (for DSM 7.0). Depending on the size of the folder, the process may take some time to complete.
  5. Go to Storage Manager > Storage Pool > Remove (for DSM 6.2) or Storage Manager > Storage > Storage Pool to Remove (for DSM 7.0) the SHR storage space.

You can also use File Station to move the data from one volume to another (Tutorial).

After you have completed the steps above, you can proceed with the deployment of Synology High Availability:

  1. Use network cables to connect the two Synology NAS servers to the network and each other (Tutorial).
  2. Use an account belonging to the administrators group to sign in to the Synology NAS with the transferred data.
  3. Launch Synology High Availability on the Synology NAS with the transferred data. This server will assume the role of the active server.
  4. Click Create high-availability cluster to start the cluster creation wizard.
  5. Follow the wizard instructions to complete the setup.

For detailed instructions on creating a high-availability configuration, please refer to this tutorial.

On a different Synology NAS

You can move the data from the Synology NAS with SHR-volume to a non-SHR storage space on a different Synology NAS. To distinguish between two Synology NAS servers, The server containing the data to be transmitted is referred to as the "source server", while the other server is referred to as the "destination server". As an example, we’ll look into Shared Folder Sync.

  1. Set up the destination server and make sure not to:
    • implement SHR.
    • create any user accounts: only the admin and the guest accounts should be available.
    • create shared folders with the same name as the ones that are on the source server.
  2. On the destination server, go to Control Panel > File Services > rsync to enable rsync service:
    1. Tick the Enable rsync service and the Enable rsync account checkboxes.
    2. Click the Edit rsync Account button to add an admin account and password.
    3. Click Apply.
  3. On the source server, go to Control Panel > Shared Folder to make sure the folders do not need to be converted to Windows ACL (Access Control List). Select the folders to be transferred, click Action, and check if Convert to Windows ACL is grayed out.
    You can skip this step if your Synology NAS is running on DSM 5.0 or above, as the shared folders' access permissions are already based on Windows ACL by default.
  4. On the source server, go to Control Panel > Shared Folder Sync (for DSM 6.2) or Control Panel > File Services > Advanced > Shared Folder Sync (for DSM 7.0) to create and run a sync task:
    1. Click Task List > Create to create a new sync task.
    2. Enter a task name and follow the wizard instructions.
    3. Select Run sync manually when prompted to decide when to sync from the source to the destination.
    4. Click Apply (for DSM 6.2) or Done (for DSM 7.0) to complete the setup.
    5. Click Full Sync to sync all data.
  5. Once the sync task is complete, go to Control Panel > Shared Folder on the destination server. Undo the Read-only access permission of the transferred folders:
    1. Select the transferred folders and click Edit.
    2. Go to the Advanced Permissions tab.
    3. Untick the Enable advanced share permissions (for DSM 6.2) or Advanced Share Permissions > Enable advanced share permissions (for DSM 7.0) checkbox.
    4. Click OK (for DSM 6.2) or Save (for DSM 7.0).
  6. On the source server, go to Control Panel > Update & Restore > Configuration Backup > Back up configuration (for DSM 6.2) or Control Panel > Update & Restore > Configuration Backup > Manual Export > Export (for DSM 7.0) to export the system configurations as a .dss file onto your client computer.
  7. On the destination server, go to Control Panel > Update & Restore > Configuration Backup > Restore configuration (for DSM 6.2) or Control Panel > Update & Restore > Configuration Backup > Restore DSM configurations > Restore (for DSM 7.0) to import the .dss file from your client computer. Make sure not to select the Users, Groups, and Shared Folders option when restoring configurations.

You can also use Hyper Backup, Snapshot Replication, or Synology Drive to back up your data. However, system configurations can only be backed up via Hyper Backup or the Configuration Backup feature at Control Panel > Update & Restore.

After you have completed the above steps, you can proceed to create a high-availability cluster with the two servers:

  1. Use network cables to connect the two Synology NAS servers to the network and each other (Tutorial).
  2. Use an account belonging to the administrators group to sign in to the destination server and launch Synology High Availability. This server will assume the role of the active server.
  3. Click Create high-availability cluster to start the cluster creation wizard.
  4. Follow the wizard instructions to complete the setup. The active server will synchronize its data over to the passive server, and all existing data on the passive server (including the SHR volumes) will be removed in this process.

Please refer to this tutorial for detailed instructions on creating a high-availability configuration.

Purpose
Contents
Environment
Resolution
On the same Synology NAS
On a different Synology NAS
Further reading