Merge 58f283f6ae into 696a828156
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Keith Burzinski
GitHub
commit
58ae960d90
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OTA Update Component
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====================
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ESPHome OTA Updates
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===================
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.. seo::
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:description: Instructions for setting up Over-The-Air (OTA) updates for ESPs to upload firmwares remotely.
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:description: Instructions for setting up ESPHome's Over-The-Air (OTA) platform to allow remote updating of devices.
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:image: system-update.svg
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.. _config-ota:
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With the OTA (Over The Air) update component you can upload your
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firmware binaries to your node without having to use a USB cable for
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uploads. ESPHome natively supports this through its ``run`` and
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``upload`` helper scripts.
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ESPHome's Over-The-Air (OTA) platform allows you to remotely install modified/updated firmware binaries onto your
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ESPHome devices over their network (Wi-Fi or Ethernet) interface.
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ESPHome also has an "OTA safe mode". If for some reason your
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node gets into a boot loop, ESPHome will automatically try to detect
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this and will go over into a safe mode after the configured unsuccessful boot
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attempts (Defaults to ``10``). In that mode, all components are disabled and only Serial
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Logging + Network(WiFi or Ethernet) + OTA are initialized, so that you can upload a new
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binary. You can trigger entering safe mode by either configuring a dedicated button or
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switch to do that or by pressing the reset button on the board for ``num_attempts`` times.
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This platform is used by both the ESPHome dashboard as well as the command line interface (CLI) (via
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``esphome run ...``) to install firmware onto supported devices.
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In addition to updates, ESPHome also supports a "safe mode" to help recover from boot failures/reboot loops. After a
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specified number (the default is ten) of boot failures, the safe mode may be invoked; in this mode, all components are
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disabled except serial logging, network (Wi-Fi or Ethernet) and the OTA component, allowing you to attempt to upload a
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new binary. You can also force the invocation of safe mode by configuring a dedicated
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:doc:`button</components/button/safe_mode>` or :doc:`switch</components/switch/safe_mode>` component and/or by pressing
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the reset button on the board for ``num_attempts`` times (see below).
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.. code-block:: yaml
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# Example configuration entry
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ota:
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safe_mode: true
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password: !secret ota_password
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- platform: esphome
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safe_mode: true
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password: !secret ota_password
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Configuration variables:
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------------------------
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- **safe_mode** (*Optional*, boolean): Whether to enable safe mode.
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Defaults to ``true``.
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- **safe_mode** (*Optional*, boolean): Whether to enable safe mode. Defaults to ``true``.
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- **password** (*Optional*, string): The password to use for updates.
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- **port** (*Optional*, int): The port to use for OTA updates.
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Defaults:
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- **port** (*Optional*, int): The port to use for OTA updates. Defaults:
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- ``3232`` for the ESP32
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- ``8266`` for the ESP8266
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- ``2040`` for the RP2040
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- **id** (*Optional*, :ref:`config-id`): Manually specify the ID used for code generation.
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- **reboot_timeout** (*Optional*, :ref:`config-time`): The amount of time to wait before rebooting when in
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safe mode. Defaults to ``5min``.
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- **num_attempts** (*Optional*, int): The number of attempts to wait before entering safe mode. Defaults to ``10``.
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- **on_begin** (*Optional*, :ref:`Automation<automation>`): An action to be
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performed when an OTA update is started. See :ref:`ota-on_begin`.
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- **on_progress** (*Optional*, :ref:`Automation<automation>`): An action to be
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performed (multiple times) during an OTA update. See :ref:`ota-on_progress`.
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- **on_end** (*Optional*, :ref:`Automation<automation>`): An action to be
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performed after a successful OTA update. See :ref:`ota-on_end`.
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- **on_error** (*Optional*, :ref:`Automation<automation>`): An action to be
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performed after a failed OTA update. See :ref:`ota-on_error`.
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- **on_state_change** (*Optional*, :ref:`Automation<automation>`): An action to be
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performed when an OTA update state change happens. See :ref:`ota-on_state_change`.
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- **version** (*Optional*, int): Version of OTA protocol to use. Version 2 is more stable.
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To downgrade to legacy ESPHome, the device should be updated with OTA version 1 first.
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Defaults to ``2``.
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- **reboot_timeout** (*Optional*, :ref:`config-time`): The amount of time to wait before rebooting when in safe mode.
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Defaults to ``5min``.
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- **num_attempts** (*Optional*, int): The number of failed boot attempts which must occur before invoking safe mode.
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Defaults to ``10``.
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- **on_begin** (*Optional*, :ref:`Automation<automation>`): An action to be performed when an OTA update is started.
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See :ref:`ota-on_begin`.
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- **on_progress** (*Optional*, :ref:`Automation<automation>`): An action to be performed (approximately each second)
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while an OTA update is in progress. See :ref:`ota-on_progress`.
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- **on_end** (*Optional*, :ref:`Automation<automation>`): An action to be performed after a successful OTA update.
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See :ref:`ota-on_end`.
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- **on_error** (*Optional*, :ref:`Automation<automation>`): An action to be performed after a failed OTA update.
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See :ref:`ota-on_error`.
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- **on_state_change** (*Optional*, :ref:`Automation<automation>`): An action to be performed when an OTA update state
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change happens. See :ref:`ota-on_state_change`.
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- **version** (*Optional*, int): Version of OTA protocol to use. Version 2 is more stable. To downgrade to legacy
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ESPHome, the device should be updated with OTA version 1 first. Defaults to ``2``.
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.. note::
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Please be aware that ESP8266 modules must be reset after a serial
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upload before OTA can work.
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When you are trying to conduct an OTA update and receive an error message
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``Bad Answer: ERR: ERROR[11]: Invalid bootstrapping`` the reason is
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very likely that power-cycling the ESP module is required once after
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the serial upload.
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After a serial upload, ESP8266 modules must be reset before OTA updates will work. If you attempt to perform an OTA
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update and receive the error message ``Bad Answer: ERR: ERROR[11]: Invalid bootstrapping``, the ESP module/board
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must be power-cycled.
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OTA Automation
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--------------
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OTA Automations
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---------------
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The OTA component provides various automations that can be used to provide feedback
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during an OTA update. There are a few things to consider when making use of the
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provided automation triggers:
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The OTA component provides various automations that can be used to provide feedback during the OTA update process.
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When using these automation triggers, note that:
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- An OTA update blocks the main loop during its operation. This means that you
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won't be able to represent state changes using components that update their
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output only from within their ``loop()`` method. Explained differently: if you
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try to display the OTA progress using component X, but the update only appears
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after the OTA update finished, then component X cannot be used for providing
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OTA update feedback.
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- Make sure that your automation actions do not take too much time, to prevent
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them from blocking the OTA update code for too long.
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- OTA updates block the main application loop while in progress. You won't be able to represent state changes using
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components that update their output only from within their ``loop()`` method. Explained differently: if you try to
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display the OTA progress using component X, but the update only appears after the OTA update finished, then component
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X cannot be used for providing OTA update feedback.
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- Your automation action(s) must not consume any significant amount of time; if they do, OTA updates may fail.
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.. _ota-on_begin:
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@ -103,9 +94,8 @@ This automation will be triggered when an OTA update is started.
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``on_progress``
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***************
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Using this automation, it is possible to report on the OTA update progress.
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It will be triggered multiple times during the OTA update. You can get the actual
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progress percentage (a value between 0 and 100) from the trigger with variable ``x``.
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Using this automation, it is possible to report on the OTA update progress. It will be triggered repeatedly during the
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OTA update. You can get the actual progress percentage (a value between 0 and 100) from the trigger with variable ``x``.
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.. code-block:: yaml
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@ -121,13 +111,12 @@ progress percentage (a value between 0 and 100) from the trigger with variable `
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``on_end``
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**********
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This automation will be triggered when an OTA update has completed successfully,
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right before the device is rebooted.
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This automation will be triggered when an OTA update has completed successfully, immediately before the device is
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rebooted.
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Because the update has completed, you can safely use an automation action that
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takes some time to complete. This can for example be useful if you want to flash
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a LED or so, in which case a pause would be required to make the LED light up
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for long enough, before the reboot turns it off.
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Because the update has completed, you can safely use (an) automation action(s) that takes some time to complete. If,
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for example, you want to flash an LED, multiple pauses/delays would be required to make the LED blink a few times,
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before the reboot. The OTA update can't fail at this point because it is already complete.
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.. code-block:: yaml
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@ -141,11 +130,10 @@ for long enough, before the reboot turns it off.
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``on_error``
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************
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This automation will be triggered when an OTA update has failed. You can get
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the internal error code with variable ``x``.
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This automation will be triggered when an OTA update has failed. You can get the internal error code with variable ``x``.
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Just like for :ref:`ota-on_end`, you can safely use an automation that
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takes some time to complete, because the OTA update is no longer busy.
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Just like for :ref:`ota-on_end`, you can safely use an automation that takes some time to complete as the OTA update
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process has already finished.
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.. code-block:: yaml
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@ -161,12 +149,11 @@ takes some time to complete, because the OTA update is no longer busy.
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``on_state_change``
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*******************
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This automation will be triggered on every state change. You can get the actual
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state with variable ``state``, which will contain one of values for the OTAState
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enum. These values are:
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This automation will be triggered on every state change. You can get the actual state with variable ``state``, which
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will contain one of values for the ``OTAState`` enum. These values are:
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- ``ota::OTA_STARTED``
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- ``ota::OTA_IN_PROGRESS`` (will be called multiple times during the update)
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- ``ota::OTA_IN_PROGRESS`` *(will be called repeatedly during the update)*
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- ``ota::OTA_COMPLETED``
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- ``ota::OTA_ERROR``
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@ -181,15 +168,14 @@ enum. These values are:
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then:
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- logger.log: "OTA start"
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Updating the password:
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----------------------
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Updating the Password
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---------------------
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Changing an existing password:
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******************************
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Changing an Existing Password
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*****************************
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Since the password is used both for compiling and uploading the regular ``esphome <file> run``
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won't work of course. This issue can be worked around by executing the operations separately
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through an ``on_boot`` trigger:
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Since the configured password is used for both compiling and uploading, the regular ``esphome run <file>`` command
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won't work. This issue can be worked around by executing the operations separately with an ``on_boot`` trigger:
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.. code-block:: yaml
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@ -197,15 +183,19 @@ through an ``on_boot`` trigger:
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on_boot:
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- lambda: |-
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id(my_ota).set_auth_password("New password");
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ota:
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password: "Old password"
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id: my_ota
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- platform: esphome
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id: my_ota
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password: "Old password"
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Adding a password:
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******************
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After this trick has been used to change the password, the ``on_boot`` trigger may be removed and the old password
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replaced with the new password in the ``ota:`` section.
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If OTA is already enabled without a password, simply add a ``password:`` line to the existing
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``ota:`` config block.
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Adding a Password
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*****************
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If OTA is already enabled without a password, simply add a ``password:`` line to the existing ``ota:`` config block.
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See Also
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--------
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