Install Goal
Configure a Synology NAS as OpenDiabeticVault: a local-first vault where diabetic records stay under user control, caregiver access is explicit, backups are tested, and iPhone/Apple Watch remain the real-time reminder layer.
NAS
Stores records, emergency sheet, supplies inventory, care plans, care packs, Apple Health exports, and caregiver updates.
Phone / Watch
Handles notifications, medication reminders, quick capture, scanning, and optional Health exports.
Backup
Hyper Backup creates encrypted, versioned recovery points to external storage, second NAS, or user-controlled cloud.
Step 1: Secure DSM First
- Sign in to DSM as owner/admin.
- Update DSM and installed packages.
- Create a named owner account.
- Disable guest access.
- Enable 2FA / Secure SignIn.
- Install and run Security Advisor.
- Disable unused services.
- Avoid exposing DSM directly to the public internet.
- Prefer VPN or private remote access over open DSM ports.
Step 2: Install Core Packages
Required
- Synology Drive Server
- Hyper Backup
- Security Advisor
- Secure SignIn / 2FA
Recommended
- Snapshot Replication if supported
- Synology Calendar
- Synology Contacts
- UPS support
Builder Tier
- Container Manager
- Local dashboard
- Vault indexer
- Receipt writer
Step 3: Create The Vault
Create one shared folder named OpenDiabeticVault.
OpenDiabeticVault/
00_README_START_HERE/
01_Emergency_Sheet/
02_Care_Plan/
03_Medications/
04_Supplies_Inventory/
05_Appointments/
06_Labs_and_Reports/
07_Insurance_and_Billing/
08_Foot_Care_and_Wound_Notes/
09_Food_and_Recipes/
10_Device_Exports/
11_Apple_Health_Exports/
12_Caregiver_Updates/
13_Care_Packs/
14_Local_Resources/
15_Research_Opt_In_Exports/
90_Inbox_To_Process/
99_Archive/
Step 4: Add Starter Files
01_Emergency_Sheet/emergency_sheet.md
02_Care_Plan/care_plan_overview.md
03_Medications/medication_list.md
04_Supplies_Inventory/supplies_inventory.csv
05_Appointments/appointment_prep.md
08_Foot_Care_and_Wound_Notes/foot_care_routine.md
09_Food_and_Recipes/steady_meals.md
12_Caregiver_Updates/caregiver_update_template.md
13_Care_Packs/care_pack_checklist.md
14_Local_Resources/local_resources.md
00_README_START_HERE/recovery.md
Each file should include owner, last reviewed date, source, review-needed flag, and a medical safety note.
Step 5: Set Permissions
vault_owner
Full control.
caregiver_admin
Read/write selected support folders.
caregiver_readonly
Read selected folders only.
emergency_readonly
Read 01_Emergency_Sheet only.
builder_service
Limited future service account.
research_export
Disabled by default. Opt-in only.
Step 6: Configure Synology Drive
- Enable Synology Drive for the vault folder.
- Install Synology Drive mobile app on the owner phone.
- Install desktop client if needed.
- Test upload into
90_Inbox_To_Process. - Enable versioning where appropriate.
- Disable public sharing by default.
Step 7: Configure Backup
- Open Hyper Backup.
- Choose external USB, second NAS, rsync server, or user-controlled encrypted cloud.
- Enable encryption.
- Set schedule and rotation.
- Enable integrity checks.
- Run first backup.
- Restore-test emergency sheet, one PDF, and supplies inventory.
- Document recovery in
00_README_START_HERE/recovery.md.
Step 8: Connect iPhone / Apple Watch
Use Apple Health and Apple Watch for reminders and logging where useful. The NAS remains the records and planning vault.
- Use Apple Health medication reminders if the user wants real-time medication logging.
- Mirror the medication list in the vault for appointment prep.
- Export Apple Health data manually only when the user chooses.
- Store Health exports in
11_Apple_Health_Exports/YYYY-MM-DD/. - Do not parse or share Health exports without explicit local consent.
First-Day Checklist
- DSM updated
- owner account created
- 2FA enabled
- guest disabled
- Security Advisor run
- Drive Server installed
- Hyper Backup installed
- OpenDiabeticVault created
- folder schema created
- permissions groups created
- emergency sheet started
- supplies inventory started
- Drive phone upload tested
- encrypted backup configured
- restore test completed
- caregiver access reviewed
Final Recommendation
For the Synology you already have online, start with the vault, permissions, Drive upload, encrypted backup, and restore drill. Add dashboard or local agents only after the human workflow works during a real week.