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esp8266/doc/installing.rst

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Installing
==========
Boards Manager
--------------
This is the suggested installation method for end users.
Prerequisites
~~~~~~~~~~~~~
- Arduino 1.6.8, get it from `Arduino
website <https://www.arduino.cc/en/Main/OldSoftwareReleases#previous>`__.
- Internet connection
- Python 3 interpreter (Mac/Linux only, Windows installation supplies its own)
Instructions
~~~~~~~~~~~~
- Start Arduino and open Preferences window.
- Enter
``https://arduino.esp8266.com/stable/package_esp8266com_index.json``
into *Additional Board Manager URLs* field. You can add multiple
URLs, separating them with commas.
- Open Boards Manager from Tools > Board menu and find *esp8266*
platform.
- Select the version you need from a drop-down box.
- Click *install* button.
- Don't forget to select your ESP8266 board from Tools > Board menu
after installation.
For more information on the Arduino Board Manager, see:
- https://www.arduino.cc/en/guide/cores
Using git version
-----------------
This is the suggested installation method for contributors and library
developers.
Prerequisites
~~~~~~~~~~~~~
- Arduino 1.6.8 (or newer, current working version is 1.8.5)
- git
- Python 3.x (https://python.org)
- terminal, console, or command prompt (depending on your OS)
- Internet connection
- Uninstalling any core version installed via Board Manager
Instructions - Windows 10
~~~~~~~~~~~~~~~~~~~~~~~~~
- First, make sure you don't already have an ESP8266 core version installed
using the Board Manager (see above). If you do, uninstall it from the
Board Manager before proceeding. It is also advisable to erase the Arduino15
contents.
- Install git for Windows (if not already; see https://git-scm.com/download/win)
- Open a command prompt (cmd) and go to Arduino default directory. This is typically the
*sketchbook* directory (usually ``C:\users\{username}\Documents\Arduino`` where the environment variable ``%USERPROFILE%`` usually contains ``C:\users\{username}``)
- Clone this repository into hardware/esp8266com/esp8266 directory.
.. code:: bash
cd %USERPROFILE%\Documents\Arduino\
if not exist hardware mkdir hardware
cd hardware
if not exist esp8266com mkdir esp8266com
cd esp8266com
git clone https://github.com/esp8266/Arduino.git esp8266
You should end up with the following directory structure in
``C:\Users\{your username}\Documents\``
.. code:: bash
Arduino
|
--- libraries
--- hardware
|
--- esp8266com
|
--- esp8266
|
--- bootloaders
--- cores
--- doc
--- libraries
--- package
--- tests
--- tools
--- variants
--- platform.txt
--- programmers.txt
--- README.md
--- boards.txt
--- LICENSE
- Initialize the submodules
.. code:: bash
cd %USERPROFILE%\Documents\Arduino\hardware\esp8266com\esp8266
git submodule update --init
If error messages about missing files related to ``SoftwareSerial`` are encountered during the build process, it should be because this step was missed and is required.
- Download binary tools
.. code:: bash
cd esp8266/tools
python3 get.py
- Restart Arduino
- If using the Arduino IDE for Visual Studio (https://www.visualmicro.com/), be sure to click Tools - Visual Micro - Rescan Toolchains and Libraries
- When later updating your local library, goto the esp8266 directory and do a git pull
.. code:: bash
cd %USERPROFILE%\Documents\Arduino\hardware\esp8266com\esp8266
git status
git pull
Note that you could, in theory install in ``C:\Program Files (x86)\Arduino\hardware`` however this has security implications, not to mention the directory often gets blown away when re-installing Arduino IDE. It does have the benefit (or drawback, depending on your perspective) - of being available to all users on your PC that use Arduino.
Instructions - Other OS
~~~~~~~~~~~~~~~~~~~~~~~
- First, make sure you don't already have an ESP8266 core version installed
using the Board Manager (see above). If you do, uninstall it from the
Board Manager before proceeding. It is also advisable to erase the .arduino15 (Linux)
or Arduino15 (MacOS) contents.
- Open the console and go to Arduino directory. This can be either your
*sketchbook* directory (usually ``<Documents>/Arduino``), or the
directory of Arduino application itself, the choice is up to you.
- Clone this repository into hardware/esp8266com/esp8266 directory.
Alternatively, clone it elsewhere and create a symlink, if your OS
supports them.
.. code:: bash
cd hardware
mkdir esp8266com
cd esp8266com
git clone https://github.com/esp8266/Arduino.git esp8266
You should end up with the following directory structure:
.. code:: bash
Arduino
|
--- hardware
|
--- esp8266com
|
--- esp8266
|
--- bootloaders
--- cores
--- doc
--- libraries
--- package
--- tests
--- tools
--- variants
--- platform.txt
--- programmers.txt
--- README.md
--- boards.txt
--- LICENSE
- Initialize the submodules
.. code:: bash
cd esp8266
git submodule update --init
If error messages about missing files related to ``SoftwareSerial`` are encountered during the build process, it should be because this step was missed and is required.
- Download binary tools
.. code:: bash
cd esp8266/tools
python3 get.py
If you get an error message stating that python3 is not found, you will need to install it (most modern UNIX-like OSes provide Python 3 as
part of the default install). To install you will need to use ``sudo yum install python3``, ``sudo apt install python3``, or ``brew install python3``
as appropriate. On the Mac you may get an error message like:
.. code:: bash
python3 get.py
Platform: x86_64-apple-darwin
Downloading python3-macosx-placeholder.tar.gz
Traceback (most recent call last):
File "/Library/Frameworks/Python.framework/Versions/3.7/lib/python3.7/urllib/request.py", line 1317, in do_open
encode_chunked=req.has_header('Transfer-encoding'))
...
File "/Library/Frameworks/Python.framework/Versions/3.7/lib/python3.7/ssl.py", line 1117, in do_handshake
self._sslobj.do_handshake()
ssl.SSLCertVerificationError: [SSL: CERTIFICATE_VERIFY_FAILED] certificate verify failed: unable to get local issuer certificate (_ssl.c:1056)
This is because Homebrew on the Mac does not always install the required SSL certificates by default. Install them manually (adjust the Python 3.7 as needed) with:
.. code:: bash
cd "/Applications/Python 3.7/" && sudo "./Install Certificates.command"
- Restart Arduino
- When later updating your local library, goto the esp8266 directory and do a git pull
.. code:: bash
cd hardware\esp8266com\esp8266
git status
git pull