How to Set up Synology Drive on a Synology NAS

  • Post author:WunderTech
  • Post published:January 14, 2021
  • Post last modified:November 30, 2023
  • Post category:Synology
  • Reading time:23 mins read

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This tutorial will show you how to set up Synology Drive (Client and Server) on a Synology NAS.

I’m writing about how to set up Synology Drive because it’s my favorite way of ensuring my documents get synced up to my NAS.

They are processed in real time, allow me to reclaim space on my local PC by storing them on my NAS, and give me an easy way to follow the 3-2-1 backup rule. If you set up a VPN on your NAS, you can even access your files anywhere in the world securely!

How to Set Up Synology Drive on a Synology NAS

We’ll look at a complete setup of Synology Drive below, including the server, client, and additional settings!

Step 1: Synology Drive Server Setup

We will look at how to set up Synology Drive below.

1. Open the Package Center and install the Synology Driver Server application.

how to set up synology drive - synology package center

2. If you are informed that there are dependencies that must be installed, select Yes.

synology drive server tutorial - package dependency install files for synology drive

3. After the package has been installed, select Open. You will be prompted to refresh the page. Select Yes.

synology drive server tutorial - refresh the page after Synology Drive is installed

4. Synology Drive Server is now installed!

Team Folders in Synology Drive

In Synology Drive Server, you can manage one folder shared amongst a team by using the Team Folder option. This will give users the ability to collaborate using a specific folder stored on the Synology NAS. Think of this option as the ability to give multiple users access to a central folder where they can all add/edit/delete files/folders with changes automatically syncing to all users.

My Drive, on the other hand, will sync a user’s local folders to a Synology NAS linked to their user account. This requires the User Home to be enabled but allows users to select folders from their local PC and automatically sync them to their PC.

My Drive in Synology Drive

1. Open Synology Drive Admin Console on your Synology NAS and select Team Folder. If the User Home is disabled (under Status), you’ll have to enable it.

team folder settings

2. Highlight My Drive and select Enable.

enable user home.

3. Select Yes to access the Control Panel.

How to Set up Synology Drive on a Synology NAS

4. Scroll to the bottom and Enable user home service. Since this will be used for documents, I suggest that you Enable Recycle Bin as well (Control Panel > Shared Folder > homes > Edit > Enable Recycle Bin > Save).

This will create two new shared folders on your Synology NAS named home and homes. Inside the homes folder, you will see that a folder is created for every user on your NAS.

enabling the user home.

5. Go back to the Synology Drive Admin Console and set up versions. These settings are personal preferences, but it’s probably a good idea to keep versioning on. This will allow you to retrieve each version of the file up to the maximum number of versions you specified.

versions for synology drive.

6. After you save, you will be informed that users with read-only permission to Team Folders will only sync files from the NAS, and not to the NAS. We will get into this a little later, but keep this in mind.

how synology drive handles permissions. in summary, users with read-only permissions can only sync files to their devices without changing them. edit permission must exist to edit the file.

7. My Drive is now set up! Every user will have an individual folder (inside of homes) where they can store their personal files and they will be the only ones that can access it!

Step 2: Configuring Team Folders

Enabling a Team Folder is a little easier than setting up My Drive since the folder already exists with the necessary permissions. As mentioned above, Team Folders are shared across users and allow multiple users to collaborate on individual documents.

When an item is created, modified, or deleted, the change is automatically synced to the NAS and all devices connected to the Team Folder will automatically sync the change as well. This ensures that all files, for all users, stay up to date with the version on the Synology NAS.

1. Open Synology Drive Admin Console on your Synology NAS. Select Team Folder.

2. Select a folder, then select Enable. This will enable the document and allow it to be used on clients that install Synology’s Drive Server application.

synology drive team folder enabling

3. Set up the versioning as you’d like. Since Team Folders are synced to multiple people, I highly recommend that you keep versioning on.

how to configure versions in synology drive

Step 3: Configuring the Synology Drive Client

The best part about Synology Drive Server is there are applications for all of your devices that allow you to access your files. You can find the version you need by downloading the correct version for your NAS here.

An easier way that I have found is by using the process below. This will download the application for the operating system you’re currently using. The Synology Drive Client is also available for mobile devices by using the App Store or Google Play store.

1. Open the Synology Drive application from your NAS.

synology drive icon

2. Click the link in the bottom right that says Get Synology Drive apps now.

synology drive application download link

3. Select the For Desktop button. This will automatically download the correct version for your operating system. If you’d like to download the application for your mobile device, you can select For Mobile.

downloading the drive client.

Step 4: Configuring a Sync Task with the Synology Drive Client

For this section, I will be using a Windows 11 PC. The options should be the same, but there might be slight differences when you configure the tool.

1. Launch the Synology Drive Client on the local device and install it.

2. Select Start Now.

synology drive main screen

3. Enter the IP Address of your Synology NAS and your username and password. If you keep Enable SSL data transmission encryption selected, Synology Drive will use your HTTPS port as opposed to the HTTP port. Select Next.

adding the ip address and user account of a synology drive user

4. Since we don’t have a certificate configured, you will receive a message stating that the SSL certificate is not trusted. Select Proceed Anyway.

ssl certificate trust - proceed if you trust the certificate

5. For now, we are going to create a Sync Task. You can also create a Backup Task at a later time if you’d like. Select Sync Task.

setting up either a sync task or backup task

6. You will be brought to the Folder Sync setup page. The Folder to Sync from your NAS section is the folder that you want to sync from your Synology NAS. This will either be a Team Folder or your individual drive. At the bottom, Local Folder is the folder which the data will sync to.

Synology Drive sync settings for the client.

I normally sync my data to the Documents folder on my PC, but the decision is up to you. This is the folder that you’ll be working out of, so make sure you select the correct location. If you’d like to change it, select the edit icon next to Local Folder.

select the folders that will sync from synology drive

NOTE: If you keep Create an empty “SynologyDrive” folder enabled, a folder named SynologyDrive will be created inside of the local folder you selected.

empty synology drive folder.

If you want it to sync to the root of that local folder, uncheck this option. You are only able to set up one folder sync initially. If you’d like to sync other Team Folders, follow these instructions after you finish setting this up.

7. If you’d like to change any options, select Advanced. The main setting to check here is the Sync mode. Two-way sync will sync files to and from this device.

If you only want to download remote changes, select Download data from Synology Drive server only. When you’re done, select Next to proceed.

the sync mode used. two way or one way. two-way syncs in both directions and one either downloads or uploads data only.

8. Select Done and Synology Drive Client is fully configured! You will be brought through a tutorial that shows you how to use the tool and you’ll see your task in the Sync Tasks section.

My Drive Sync Task.

9. Refer to the video above to learn how the tool automatically syncs data to your NAS and allows you to reclaim some of the space locally!

Step 5: Configuring On-Demand Sync for Windows & macOS

On-demand sync allows you to determine the files that will live on the local device. This means that you can leave all of the files on your NAS, and simply download them when needed (by double-clicking them). This process can be configured on Windows by keeping the checkbox enabled at the setup screen (and using two-way sync).

Synology Drive sync settings for the client.

However, on macOS, the process is different. When you configure a sync task, you must enable the Enable On-demand Sync to save disk space on your computer option as well, but you cannot select a Folder on your Mac (the option will grey out). Instead, you’ll enter a Task Name and then can continue creating the sync.

on-demand sync for MacOS.

After completing the sync task, you’ll see it in the Locations section of Finder.

synology drive syncing on macos.

From there, all of the functionality that exists on Windows will work the same on macOS, though the icons are slightly different.

sync icons on macos.

Step 6: Setting up Multiple Sync Folders

The initial setup of the Synology Drive Client only allows you to sync an individual folder. For this reason, you have the option of syncing the “My Drive” folder, or a “Team Folder”.

This is NOT to say that you can only sync one folder, it’s just that the initial setup only allows you to sync one. If you’d like to sync multiple, follow the instructions below.

1. Open the Synology Drive Client’s settings. Select Create under Sync Tasks.

synology drive sync tasks currently configured

2. Use your Connected Synology NAS or specify a different Synology NAS. Select Next.

which synology nas to connect to

3. The Synology Drive Server section is the folder that you’d like to sync FROM your Synology NAS. Select the My Drive folder or a Team Folder.

The Local Folder is the folder where you’d like to sync your data TO (this will be on the local device). Modify any Advanced settings you’d like, then select Done. The folder will now sync! Do this for as many folders as you’d like!

the folder you are syncing from and to on your synology nas

4. The new folder will now sync!

Step 7: Configuring a Backup Task

Synology Drive Client offers a way to back up your local files. This is not a bare-metal backup. The files will automatically back up to your NAS, but you won’t be able to do a bare-metal restore. If you’d like to back up your device and have bare metal restore capabilities, I’d suggest looking at Active Backup for Business.

For this reason, it’s a good idea to only back up your files and exclude the operating system files. You’re free to back up anything you’d like, but the idea is to back up your important files only.

1. From the Synology Drive application, select Settings.

synology drive windows task showing the file was uploaded properly

2. Select Backup Task, then Create Backup Task.

synology drive backup task creation

3. Select your connected NAS (or a different one if you’d like).

which synology nas to connect to

4. Select the files that you’d like to back up, along with the destination where you’d like it written. If you’d like to modify the Backup Rules, you can do that as well.

the files you'd like to upload to your nas

5. You will now select from three different backup modes. It’s hard to suggest one as being better than the other, so select your preferred option and select Next.

NOTE: If you select Schedule Backup, you will be required to enter the backup schedule.

continuous, manual, or scheduled backup for synology drive

6. Select Done. Your backup is now configured!

confirmation of synology drive backup settings

Conclusion & Final Thoughts

This tutorial covered how to set up the Synology Drive Server and Synology Drive Client. This tutorial hopefully shows why it is one of my favorite applications. When I create a file on my PC, it automatically syncs to my NAS, which automatically backs up to the cloud. This ensures that my data is backed up following the 3-2-1 backup rule and I don’t have to think about it.

If you’re in a position where you’d like to sync two Synology NAS devices together with Synology Drive ShareSync, you can do that as well!

As always, thank you for checking out how to set up Synology Drive Server and Synology Drive Client! If you have any questions on how to set up Synology Drive Server and Synology Drive Client, please leave them in the comments!