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Guides for noobs (ESPHome on Docker Desktop & Adding Devices) #4411

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@trip5 trip5 commented Nov 4, 2024

Description: Two guides added

  • Beginner’s Guide to Installing ESPHome on Docker Desktop
  • Beginner’s Guide to Adding Devices

They are step-by-step guides with waaay too many pictures that should help people get their feet wet in ESPHome.

I think there are more than a few people out there who would love to get into ESPHome but the documentation is a bit dense.

Related issue (if applicable): None.

Pull request in esphome with YAML changes (if applicable): N/A

Checklist:

  • I am merging into next because this is new documentation that has a matching pull-request in esphome as linked above.
    or

  • I am merging into current because this is a fix, change and/or adjustment in the current documentation and is not for a new component or feature.

  • Link added in /index.rst when creating new documents for new components or cookbook.
    Actually, I changed the link to "Getting Started with the ESPHome Command Line" to the new "Beginner’s Guide to Adding Devices" which contains links to the various methods of getting ESPHome running (just in case).

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Walkthrough

This pull request introduces two new beginner guides: one for adding devices to ESPHome and another for installing ESPHome on Docker Desktop. The first guide provides a step-by-step approach for beginners, covering device setup, Wi-Fi configuration, and YAML customization. The second guide details the installation and management of ESPHome within a Docker Desktop environment. Additionally, a hyperlink in the index.rst file has been updated to direct users to the new device-adding guide, enhancing navigation for new users.

Changes

File Change Summary
guides/beginners_guide_adding_devices.rst New document added providing a comprehensive guide for beginners on adding devices to ESPHome.
guides/beginners_guide_docker_desktop.rst New document added offering a guide for installing and using ESPHome on Docker Desktop.
index.rst Updated hyperlink in the "Getting started" section to point to the new beginner's guide for adding devices.

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Actionable comments posted: 2

🧹 Outside diff range and nitpick comments (9)
guides/beginners_guide_docker_desktop.rst (6)

4-7: Consider enhancing the SEO metadata.

The SEO description could be more descriptive to improve search engine visibility. Consider expanding it to include key benefits or the target audience.

 .. seo::
-    :description: Installing ESPHome On Docker Desktop (For Beginners)
+    :description: A step-by-step beginner's guide to installing and running ESPHome on Docker Desktop, with detailed instructions for Windows, Mac, and Linux users.
     :image: docker-mark-blue.svg

13-18: Add system requirements section.

Consider adding specific system requirements for running Docker Desktop effectively, such as:

  • Minimum CPU/RAM requirements
  • Supported Windows/Mac versions
  • Required disk space (beyond the general mention in later sections)

23-26: Add platform-specific path examples.

Consider using tabs to show recommended paths for different operating systems:

.. tabs::

    .. tab:: Windows
        
        Example path: ``D:\Docker\esphome``

    .. tab:: Linux
        
        Example path: ``/home/user/docker/esphome``

    .. tab:: MacOS
        
        Example path: ``~/docker/esphome``

34-37: Add common troubleshooting steps.

Consider adding a troubleshooting section addressing common installation issues:

  • WSL installation failures on Windows
  • Virtualization not enabled in BIOS
  • Common permission issues

75-80: Add security considerations.

Consider adding security best practices:

  • Avoid using default ports (6052) to reduce exposure
  • Mention firewall configuration if needed
  • Discuss the implications of volume mounting and file permissions

196-201: Enhance navigation section.

Consider adding:

  • A "Prerequisites" section at the start
  • A "Next Steps" section with more specific guides
  • Links to troubleshooting resources
guides/beginners_guide_adding_devices.rst (2)

24-26: Consider enhancing security recommendations

While the guide correctly emphasizes using secrets, consider adding:

  1. A note about not sharing YAML files with secrets
  2. Best practices for securing the web server component
  3. Recommendations for strong password policies

116-116: Update the future date reference

The note references November 4, 2024, which is a future date. Consider using a more current date or removing the specific date reference to avoid confusion.

index.rst (1)

31-32: Consider adding a link to the Docker Desktop guide.

Since the PR introduces both an "Adding Devices" guide and a "Docker Desktop" guide for beginners, consider adding a link to the Docker Desktop guide in the "Getting started" section as well. This would provide clear visibility to both beginner-friendly paths.

Example addition:

                    <a class="reference" href="/guides/beginners_guide_adding_devices.html">
                        adding devices (for beginners)
                    </a>
                </li>
                <li>
+                    <a class="reference" href="/guides/beginners_guide_docker_desktop.html">
+                        Docker Desktop (for beginners)
+                    </a>
+                </li>
+                <li>
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  • guides/beginners_guide_docker_desktop.rst (1 hunks)
  • index.rst (1 hunks)
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guides/beginners_guide_adding_devices.rst (1)

Pattern **: - Do not generate or add any sequence diagrams

guides/beginners_guide_docker_desktop.rst (1)

Pattern **: - Do not generate or add any sequence diagrams

index.rst (1)

Pattern **: - Do not generate or add any sequence diagrams

🪛 Gitleaks
guides/beginners_guide_adding_devices.rst

69-69: Detected a Generic API Key, potentially exposing access to various services and sensitive operations.

(generic-api-key)

🔇 Additional comments (3)
guides/beginners_guide_adding_devices.rst (2)

1-7: Well-structured documentation with clear organization!

The document follows RST best practices with proper headings, sections, and image formatting.


1-621: Excellent beginner-friendly guide with comprehensive coverage!

The guide successfully achieves its goal of providing clear, step-by-step instructions for beginners. It includes:

  • Well-structured content with clear explanations
  • Proper use of examples and images
  • Good security practices with secrets
  • Helpful troubleshooting tips

Minor improvements suggested above will further enhance the guide's quality.

🧰 Tools
🪛 Gitleaks

69-69: Detected a Generic API Key, potentially exposing access to various services and sensitive operations.

(generic-api-key)

index.rst (1)

31-32: LGTM! The link update improves navigation for beginners.

The change appropriately redirects users from the command-line guide to the new beginner-friendly guide for adding devices, which aligns well with making the documentation more accessible to new users.

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Actionable comments posted: 1

🧹 Outside diff range and nitpick comments (1)
guides/beginners_guide_docker_desktop.rst (1)

39-41: Consider highlighting disk space requirements.

The disk space requirements are important information that could be lost in the paragraph. Consider making this a note or warning block for better visibility:

-Please note that although Docker Desktop is not particularly large, containers like ESPHome can be. And the compilation of ESPHome binaries
-can take up a lot of space, too. You might be okay with 5GB free space but 10GB or more is highly recommended as a minimum since building
-binaries can also take up space.
+.. warning::
+
+    Ensure you have sufficient disk space:
+    - Docker Desktop installation: ~2GB
+    - ESPHome container and binaries: 5-10GB recommended minimum
+    - Additional space for compiled firmware
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🔇 Additional comments (4)
guides/beginners_guide_docker_desktop.rst (4)

27-46: LGTM!

The Docker Desktop installation instructions are clear and include appropriate links to official documentation for troubleshooting.


191-201: LGTM!

The navigation and reference links are well-organized and provide appropriate paths for users to continue their journey.


141-142: ⚠️ Potential issue

Add security warning for third-party container.

The recommendation to use adamus1red/ouroboros should include:

  1. Security implications:
    • Third-party container with access to Docker socket
    • Potential security risks of automatic updates
  2. Container verification steps:
    • Checking container signatures
    • Verifying source code
  3. Alternative update methods:
    • Manual updates
    • Using Docker's native watchtower

4-7: Verify the Docker logo image path and licensing.

Please ensure that:

  1. The image file docker-mark-blue.svg exists in the images directory
  2. We have appropriate rights to use the Docker logo

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Actionable comments posted: 0

🧹 Outside diff range and nitpick comments (3)
guides/beginners_guide_docker_desktop.rst (3)

25-26: Add OS-specific path examples for Linux and Mac users.

While the Windows path example is clear, consider adding examples for Linux and Mac users:

-I recommend something easy to find.  The example below uses ``D:\Docker\esphome`` but anything easy to find will be good.
+I recommend something easy to find. Here are examples for different operating systems:
+
+* Windows: ``D:\Docker\esphome``
+* Linux: ``~/docker/esphome`` or ``/home/username/docker/esphome``
+* Mac: ``~/docker/esphome`` or ``/Users/username/docker/esphome``
+
+Choose any location that's easy for you to find and remember.

76-78: Add note about potential port conflicts.

Consider adding a note about what to do if port 6052 is already in use:

Also, set the port to use to access the GUI.  The default is ``6052``.
+
+.. note::
+
+    If port 6052 is already in use on your system, you can use a different port number.
+    Just remember to use the new port number when accessing the ESPHome dashboard in your browser.

186-191: Enhance the warning note about automatic updates.

The current note could be more explicit about the potential risks:

-    It is not actually best practice to perform updates automatically like this but it is a good way to automate the process if you are only running one container.
-
-    You should probably check ESPHome's :doc:`Release Notes </changelog/index>` before, during, or after an update to see if there are any changes that affect your devices.
+    While automatic updates can be convenient, they come with risks:
+    
+    1. Breaking changes in new versions could affect your devices
+    2. Updates might occur at inconvenient times
+    3. Rollback might be needed if issues occur
+    
+    It's recommended to:
+    
+    * Review ESPHome's :doc:`Release Notes </changelog/index>` before updates
+    * Consider manual updates for better control
+    * Keep backups of your configuration
+    
+    If you choose automatic updates, monitor your devices after updates for any issues.
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guides/beginners_guide_docker_desktop.rst (1)

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📓 Learnings (1)
guides/beginners_guide_docker_desktop.rst (1)
Learnt from: trip5
PR: esphome/esphome-docs#4411
File: guides/beginners_guide_docker_desktop.rst:76-81
Timestamp: 2024-11-04T17:44:47.417Z
Learning: In the 'Beginner's Guide to Installing ESPHome on Docker Desktop' (`guides/beginners_guide_docker_desktop.rst`), when using Docker Desktop on Windows, it's unnecessary to add memory limits to the container, as Windows already handles resource limiting.

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trip5 commented Nov 9, 2024

The nitpick suggestions were pretty good. I'll put them in.

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Actionable comments posted: 0

🧹 Outside diff range and nitpick comments (3)
guides/beginners_guide_docker_desktop.rst (3)

15-15: Consider clarifying performance requirements.

The statement about performance on "under-powered machines" is vague. Consider providing specific minimum system requirements (CPU, RAM) for running Docker Desktop with ESPHome smoothly.

-Docker Desktop can run Linux containers like ESPHome very well, although it may be slow on under-powered machines like "just for work" notebooks.
+Docker Desktop can run Linux containers like ESPHome very well, although it may be slow on machines with less than 4GB RAM or dual-core processors. For optimal performance, we recommend at least 8GB RAM and a quad-core processor.

64-66: Add container image verification step.

Consider adding instructions to verify the official ESPHome image. This helps users ensure they're pulling the correct, secure image.

-Type ``esphome`` in the search box.  The official ESPHome image belongs to the DockerHub member ``esphome`` so it should appear at the top as ``esphome/esphome``.
+Type ``esphome`` in the search box. The official ESPHome image belongs to the DockerHub member ``esphome`` so it should appear at the top as ``esphome/esphome``. You can verify this is the official image by checking for the "Official Image" or "Verified Publisher" badge on Docker Hub.

-Next to that image, you can select the version but unless you have a specific problem, the ``latest`` is the best to use.  Click ``Pull`` to download the image.
+Next to that image, you can select the version but unless you have a specific problem, the ``latest`` is the best to use. Click ``Pull`` to download the image. The image will be verified automatically during download.

219-224: Add troubleshooting section.

Consider adding a "Troubleshooting" section before "See Also" to help users resolve common issues they might encounter, such as:

  • Container startup failures
  • Network access issues
  • Volume mounting problems
  • Common error messages and their solutions
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📓 Learnings (1)
guides/beginners_guide_docker_desktop.rst (1)
Learnt from: trip5
PR: esphome/esphome-docs#4411
File: guides/beginners_guide_docker_desktop.rst:76-81
Timestamp: 2024-11-04T17:44:47.417Z
Learning: In the 'Beginner's Guide to Installing ESPHome on Docker Desktop' (`guides/beginners_guide_docker_desktop.rst`), when using Docker Desktop on Windows, it's unnecessary to add memory limits to the container, as Windows already handles resource limiting.

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