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Home Assistant: Configuration - Main

Having done the initial installation of Home Assistant on Proxmox, it is time to do the initial configuration of Home Assistant. If migrating from a previous system then follow the first process. If starting from scratch then the second instructions.

Migrate Home Assistant from a previous instance

  • Migrate existing Home Assistant [optional]
    • Create a temporary account, to check issues with Restore if they occur
    • On donor server, go to Settings -> System -> Backups, click +Create Backup
      • Give it a name Full_Backup_for_Migration, click Create
      • Click on the new backup, three-dots, click Download Backup (to Downloads)
    • On new server, go to Settings -> System -> Backups, click three-dots at top RHS
      • Click Upload backup
      • Select file Full_Backup_for_Migration.tar from downloads
      • Click Restore
    • Additional fixes needed:
      • Some add-ons did not work properly after restore. Discussed here but found a reboot of the server in Proxmox sufficed to get them working again
      • Go to user profile and set theme to ios-dark-mode-light-blue-alternative
      • Update MQTT server addresses in any non-ESPHome devices [e.g. espGina & espSockets]
    • Update Home Assistant OS and other elements as required

Configure Home Assistant from scratch

  • Onboarding Home Assistant
    • Takes a few minutes to prepare Home Assistant
    • First account; Home Controller -> home_controller -> [STRONGBOX]
    • Set name for home, and location (drag home icon); GB / en-GB / Europe/London / Metric units / GBP
    • Skip share analytical data
    • Shows devices detected. Click Finish
  • Go to profile page (HC icon in bottom left), set Advanced Mode on

Install Home Assistant Community Store (HACS)

HACS allows downloading various custom items not part of the official Home Assistant build.

  • Add OpenSSH; allows remote access to Home Assistant host
    • Go to Settings -> Add-Ons, click Add-on Store
    • Find Terminal & SSH, select and click Install
    • Click Start
    • Enable Show in sidebar
  • Click Open Web UI, install HACS (HA Community Store):

    wget -O – https://get.hacs.xyz | bash –

  • Restart HASS: Settings -> System -> Restart Home Assistant at top right
  • Configure HACS (guide)
    • Settings -> Devices and Services -> Integrations tab
    • Click on +Add Integration
    • Search for hacs, and select
    • Accept all the items, click Submit
    • Copy device code, click on URL in dialogue box to GitHub login
      • Login to GitHub (used bbprojects-org login)
      • Paste device activation code
      • Click on Authorize HACS; should indicate success
    • Click on Submit, click on Finish

Configure Devices

  • Configure all discovered devices to enable entities
    • Go to Settings -> Devices & Services
    • If device has a Configure button, needs setting up for use
  • Might need to look at follow on sections if device needs extended config

Notes / Resources

  • TBD
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