OTA docs update for esphome/esphome#6459 (#3782)

Co-authored-by: Jesse Hills <3060199+jesserockz@users.noreply.github.com>
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OTA Update Component
====================
ESPHome OTA Updates
===================
.. seo::
:description: Instructions for setting up Over-The-Air (OTA) updates for ESPs to upload firmwares remotely.
:description: Instructions for setting up ESPHome's Over-The-Air (OTA) platform to allow remote updating of devices.
:image: system-update.svg
.. _config-ota:
With the OTA (Over The Air) update component you can upload your
firmware binaries to your node without having to use a USB cable for
uploads. ESPHome natively supports this through its ``run`` and
``upload`` helper scripts.
ESPHome's Over-The-Air (OTA) platform allows you to remotely install modified/updated firmware binaries onto your
ESPHome devices over their network (Wi-Fi or Ethernet) interface.
ESPHome also has an "OTA safe mode". If for some reason your
node gets into a boot loop, ESPHome will automatically try to detect
this and will go over into a safe mode after the configured unsuccessful boot
attempts (Defaults to ``10``). In that mode, all components are disabled and only Serial
Logging + Network(WiFi or Ethernet) + OTA are initialized, so that you can upload a new
binary. You can trigger entering safe mode by either configuring a dedicated button or
switch to do that or by pressing the reset button on the board for ``num_attempts`` times.
This platform is used by both the ESPHome dashboard as well as the command line interface (CLI) (via
``esphome run ...``) to install firmware onto supported devices.
In addition to updates, ESPHome also supports a "safe mode" to help recover from boot failures/reboot loops. After a
specified number (the default is ten) of boot failures, the safe mode may be invoked; in this mode, all components are
disabled except serial logging, network (Wi-Fi or Ethernet) and the OTA component, allowing you to attempt to upload a
new binary. You can also force the invocation of safe mode by configuring a dedicated
:doc:`button</components/button/safe_mode>` or :doc:`switch</components/switch/safe_mode>` component and/or by pressing
the reset button on the board for ``num_attempts`` times (see below).
.. code-block:: yaml
# Example configuration entry
ota:
safe_mode: true
password: !secret ota_password
- platform: esphome
safe_mode: true
password: !secret ota_password
Configuration variables:
------------------------
- **safe_mode** (*Optional*, boolean): Whether to enable safe mode.
Defaults to ``true``.
- **safe_mode** (*Optional*, boolean): Whether to enable safe mode. Defaults to ``true``.
- **password** (*Optional*, string): The password to use for updates.
- **port** (*Optional*, int): The port to use for OTA updates.
Defaults:
- **port** (*Optional*, int): The port to use for OTA updates. Defaults:
- ``3232`` for the ESP32
- ``8266`` for the ESP8266
- ``2040`` for the RP2040
- ``8892`` for Beken chips
- **id** (*Optional*, :ref:`config-id`): Manually specify the ID used for code generation.
- **reboot_timeout** (*Optional*, :ref:`config-time`): The amount of time to wait before rebooting when in
safe mode. Defaults to ``5min``.
- **num_attempts** (*Optional*, int): The number of attempts to wait before entering safe mode. Defaults to ``10``.
- **on_begin** (*Optional*, :ref:`Automation<automation>`): An action to be
performed when an OTA update is started. See :ref:`ota-on_begin`.
- **on_progress** (*Optional*, :ref:`Automation<automation>`): An action to be
performed (multiple times) during an OTA update. See :ref:`ota-on_progress`.
- **on_end** (*Optional*, :ref:`Automation<automation>`): An action to be
performed after a successful OTA update. See :ref:`ota-on_end`.
- **on_error** (*Optional*, :ref:`Automation<automation>`): An action to be
performed after a failed OTA update. See :ref:`ota-on_error`.
- **on_state_change** (*Optional*, :ref:`Automation<automation>`): An action to be
performed when an OTA update state change happens. See :ref:`ota-on_state_change`.
- **version** (*Optional*, int): Version of OTA protocol to use. Version 2 is more stable.
To downgrade to legacy ESPHome, the device should be updated with OTA version 1 first.
Defaults to ``2``.
- **reboot_timeout** (*Optional*, :ref:`config-time`): The amount of time to wait before rebooting when in safe mode.
Defaults to ``5min``.
- **num_attempts** (*Optional*, int): The number of failed boot attempts which must occur before invoking safe mode.
Defaults to ``10``.
- **on_begin** (*Optional*, :ref:`Automation<automation>`): An action to be performed when an OTA update is started.
See :ref:`ota-on_begin`.
- **on_progress** (*Optional*, :ref:`Automation<automation>`): An action to be performed (approximately each second)
while an OTA update is in progress. See :ref:`ota-on_progress`.
- **on_end** (*Optional*, :ref:`Automation<automation>`): An action to be performed after a successful OTA update.
See :ref:`ota-on_end`.
- **on_error** (*Optional*, :ref:`Automation<automation>`): An action to be performed after a failed OTA update.
See :ref:`ota-on_error`.
- **on_state_change** (*Optional*, :ref:`Automation<automation>`): An action to be performed when an OTA update state
change happens. See :ref:`ota-on_state_change`.
- **version** (*Optional*, int): Version of OTA protocol to use. Version 2 is more stable. To downgrade to legacy
ESPHome, the device should be updated with OTA version 1 first. Defaults to ``2``.
.. note::
Please be aware that ESP8266 modules must be reset after a serial
upload before OTA can work.
When you are trying to conduct an OTA update and receive an error message
``Bad Answer: ERR: ERROR[11]: Invalid bootstrapping`` the reason is
very likely that power-cycling the ESP module is required once after
the serial upload.
After a serial upload, ESP8266 modules must be reset before OTA updates will work. If you attempt to perform an OTA
update and receive the error message ``Bad Answer: ERR: ERROR[11]: Invalid bootstrapping``, the ESP module/board
must be power-cycled.
OTA Automation
--------------
OTA Automations
---------------
The OTA component provides various automations that can be used to provide feedback
during an OTA update. There are a few things to consider when making use of the
provided automation triggers:
The OTA component provides various automations that can be used to provide feedback during the OTA update process.
When using these automation triggers, note that:
- An OTA update blocks the main loop during its operation. This means that you
won't be able to represent state changes using components that update their
output only from within their ``loop()`` method. Explained differently: if you
try to display the OTA progress using component X, but the update only appears
after the OTA update finished, then component X cannot be used for providing
OTA update feedback.
- Make sure that your automation actions do not take too much time, to prevent
them from blocking the OTA update code for too long.
- OTA updates block the main application loop while in progress. You won't be able to represent state changes using
components that update their output only from within their ``loop()`` method. Explained differently: if you try to
display the OTA progress using component X, but the update only appears after the OTA update finished, then component
X cannot be used for providing OTA update feedback.
- Your automation action(s) must not consume any significant amount of time; if they do, OTA updates may fail.
.. _ota-on_begin:
@ -104,9 +94,8 @@ This automation will be triggered when an OTA update is started.
``on_progress``
***************
Using this automation, it is possible to report on the OTA update progress.
It will be triggered multiple times during the OTA update. You can get the actual
progress percentage (a value between 0 and 100) from the trigger with variable ``x``.
Using this automation, it is possible to report on the OTA update progress. It will be triggered repeatedly during the
OTA update. You can get the actual progress percentage (a value between 0 and 100) from the trigger with variable ``x``.
.. code-block:: yaml
@ -122,13 +111,12 @@ progress percentage (a value between 0 and 100) from the trigger with variable `
``on_end``
**********
This automation will be triggered when an OTA update has completed successfully,
right before the device is rebooted.
This automation will be triggered when an OTA update has completed successfully, immediately before the device is
rebooted.
Because the update has completed, you can safely use an automation action that
takes some time to complete. This can for example be useful if you want to flash
a LED or so, in which case a pause would be required to make the LED light up
for long enough, before the reboot turns it off.
Because the update has completed, you can safely use (an) automation action(s) that takes some time to complete. If,
for example, you want to flash an LED, multiple pauses/delays would be required to make the LED blink a few times,
before the reboot. The OTA update can't fail at this point because it is already complete.
.. code-block:: yaml
@ -142,11 +130,10 @@ for long enough, before the reboot turns it off.
``on_error``
************
This automation will be triggered when an OTA update has failed. You can get
the internal error code with variable ``x``.
This automation will be triggered when an OTA update has failed. You can get the internal error code with variable ``x``.
Just like for :ref:`ota-on_end`, you can safely use an automation that
takes some time to complete, because the OTA update is no longer busy.
Just like for :ref:`ota-on_end`, you can safely use an automation that takes some time to complete as the OTA update
process has already finished.
.. code-block:: yaml
@ -162,12 +149,11 @@ takes some time to complete, because the OTA update is no longer busy.
``on_state_change``
*******************
This automation will be triggered on every state change. You can get the actual
state with variable ``state``, which will contain one of values for the OTAState
enum. These values are:
This automation will be triggered on every state change. You can get the actual state with variable ``state``, which
will contain one of values for the ``OTAState`` enum. These values are:
- ``ota::OTA_STARTED``
- ``ota::OTA_IN_PROGRESS`` (will be called multiple times during the update)
- ``ota::OTA_IN_PROGRESS`` *(will be called repeatedly during the update)*
- ``ota::OTA_COMPLETED``
- ``ota::OTA_ERROR``
@ -182,15 +168,14 @@ enum. These values are:
then:
- logger.log: "OTA start"
Updating the password:
----------------------
Updating the Password
---------------------
Changing an existing password:
******************************
Changing an Existing Password
*****************************
Since the password is used both for compiling and uploading the regular ``esphome <file> run``
won't work of course. This issue can be worked around by executing the operations separately
through an ``on_boot`` trigger:
Since the configured password is used for both compiling and uploading, the regular ``esphome run <file>`` command
won't work. This issue can be worked around by executing the operations separately with an ``on_boot`` trigger:
.. code-block:: yaml
@ -198,15 +183,19 @@ through an ``on_boot`` trigger:
on_boot:
- lambda: |-
id(my_ota).set_auth_password("New password");
ota:
password: "Old password"
id: my_ota
- platform: esphome
id: my_ota
password: "Old password"
Adding a password:
******************
After this trick has been used to change the password, the ``on_boot`` trigger may be removed and the old password
replaced with the new password in the ``ota:`` section.
If OTA is already enabled without a password, simply add a ``password:`` line to the existing
``ota:`` config block.
Adding a Password
*****************
If OTA is already enabled without a password, simply add a ``password:`` line to the existing ``ota:`` config block.
See Also
--------