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Onboarding: refer to troubleshooting section (#33961)
* Onboarding: refer to troubleshooting - remove substeps and refer to troubleshooting section instead - implement some of the feedback from #32080 - add info that internet connection is required because HA Core needs to be downloaded * Apply suggestions from code review Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Apply suggestions from code review Co-authored-by: Stefan Agner <stefan@agner.ch> --------- Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: Stefan Agner <stefan@agner.ch>
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@ -3,57 +3,52 @@ title: "Onboarding Home Assistant"
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description: "Instructions to get Home Assistant configured."
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---
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Alright, you made it here. The tough part is done.
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After Home Assistant has been [installed](/installation/) on your device, there are 5 steps to complete setting up Home Assistant.
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- As the last step of the [installation procedure](/installation/) specific to your device, you entered the Home Assistant device's address in your browser's address bar.
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- Typically, this is `http://homeassistant.local:8123/`.
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- If you are running an older Windows version or have a stricter network configuration, you might need to access Home Assistant at <a href="http://homeassistant:8123" target="_blank">homeassistant:8123</a> or `http://X.X.X.X:8123` (replace X.X.X.X with your device's IP address).
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- **Result**: You now see the welcome screen. Depending on your hardware, preparation may take a while.
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1. Enter the following URL into the browser's address bar: [http://homeassistant.local:8123/](http://homeassistant.local:8123/).
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- **Result**: You now see the **Preparing Home Assistant** page. Depending on your hardware and internet connection, preparation may take a while.
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- Home Assistant downloads the latest version of {% term "Home Assistant Core" %} (about 700 MB).
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- If you ran into issues with this step, refer to the [installation troubleshooting](/installation/troubleshooting/).
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- Once preparation is finished, the welcome screen is shown.
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- Depending on the preinstalled software version, you might see a slightly different version of the welcome screen.
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- To view the log files, select the pulsing blue dot.
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With Home Assistant installed, it's time to set up the basics.
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We will now create the owner's account of Home Assistant. This account is an administrator account. It will always be able to change everything.
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1. If you want to restore from a backup of a previous installation, select **Restore from backup**.
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- Continue with the procedure on [restoring from backup](/common-tasks/os/#restoring-a-backup).
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- Ignore the rest of this procedure. The following steps describe how to create a new installation, not how to restore from backup.
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2. If this is your initial installation, select **Create my smart home**.
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3. Enter a name, username, and password.
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- Make sure the username is lowercase and doesn't contain white space.
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- Store the name, username, and password in a password manager. There is no way to recover the owner credentials.
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- Select **Create account**.
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2. You can either create a new installation or recover an existing installation from a backup:
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- **Option 1: new installation**: If this is your initial installation, we will now create the owner's account of Home Assistant.
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- {% icon "mdi:information-outline" %} This account is an administrator account. It will always be able to change everything.
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- Select **Create my smart home**.
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- Enter a name, username, and password.
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- Make sure the username is lowercase and contains no whitespace.
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- Store the name, username, and password somewhere safe. There is no way to recover the owner credentials.
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- Select **Create account**.
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4. Enter the location of your home.
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- The location is used to populate settings such as time zone, unit system, and currency.
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- It is also used for location-based information and automations: for example showing the weather-forecast, opening the shades at sunrise, or starting the vacuum when you leave the home.
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- If you'd rather not send your location, you can choose a location far away from where you live.
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- **Option 2: restore from backup**: If you want to restore a backup of a previous installation, select **Restore from backup**.
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- Ignore the rest of this procedure and continue with the procedure on [restoring from backup](/common-tasks/os/#restoring-a-backup).
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3. Enter the location of your home.
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- The location is used to configure the time zone, unit system, and currency.
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- It is also used for automations such as showing the weather, opening the shades at sunrise, or starting the vacuum when you leave the home.
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- You can always change this information later in the settings.
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- After finding your location, select **Next**.
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5. Select which information you are willing to share.
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4. Select which information you are willing to share.
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- Sharing is disabled by default. However, we would like to encourage you to share some of this data.
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- This information helps us to find out which platforms we need to support and where to focus our efforts.
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- This information helps us find out which platforms we need to support and where to focus our efforts.
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- The data is anonymized and aggregated. To see the charts we generate out of this data, take a look at our [analytics page](https://analytics.home-assistant.io/).
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- To confirm, select **Next**.
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6. Once you are done, select **Next**.
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- Home Assistant will then show any {% term devices %} it has discovered on your network.
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5. Check out the {% term devices %} Home Assistant has discovered on your network.
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- Don't be alarmed if you see fewer items than shown below; you can always manually add devices later.
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- Select **Finish**.
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7. Finally, select **Finish**.
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- Now you're brought to the Home Assistant web interface. If some of your devices were discovered and set up automatically, this default dashboard may already show some of your devices.
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6. {% icon "mdi:party-popper" %} You’ve now got Home Assistant up and running.
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- You now see the default [dashboard](/dashboards/).
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- If some of your devices were discovered and set up automatically, this shows those devices.
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{% include getting-started/next_step.html step="Concepts & Terminology" link="/getting-started/concepts-terminology/" %}
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