EZ-Homelab/docs/getting-started.md

Getting Started Guide

Welcome to your AI-powered homelab! This guide will walk you through setting up your production-ready infrastructure with Dockge, Traefik, Authelia, and 60+ services.

Getting Started Checklist

• Clone this repository to your home folder
• Configure .env file with your domain and tokens
• Run setup script (generates Authelia secrets and admin user)
• Log out and back in for Docker group permissions
• Run deployment script (deploys all core, infrastructure & dashboard services)
• Access Dockge web UI
• Set up 2FA with Authelia
• (optional) Deploy additional stacks as needed via Dockge
• Configure and use VS Code with Github Copilot to manage the server

Quick Setup (Recommended)

For most users, the automated setup script handles everything:

Prerequisites

• Fresh Debian/Ubuntu server (or existing system)
• Root/sudo access
• Internet connection
• VS Code with GitHub Copilot (for AI assistance)

Simple Setup

1. Connect to your server via SSH

   Tip: Use VS Code on your local machine to ssh
   in to your server for the easiest install!

2. Install git if needed

      sudo apt update && sudo apt upgrade -y && sudo apt install git
   

3. Clone the rep:

   git clone https://github.com/kelinfoxy/AI-Homelab.git
   cd AI-Homeb
   

4. Configure environment:

   cp .env.example .env
   nano .env  # Edit with your domain and tokens
   

   Required variables in .env:

   • DOMAIN - Your DuckDNS domain (e.g., yourdomain.duckdns.org)
   • DUCKDNS_TOKEN - Your DuckDNS token from duckdns.org
   • ACME_EMAIL - Your email for Let's Encrypt certificates
   • SURFSHARK_USERNAME and SURFSHARK_PASSWORD - If using VPN

   Note: The .env file stays in the repository folder (~/AI-Homelab/.env). The deploy script copies it to stack directories automatically. Authelia secrets (JWT, session, encryption key) are auto-generated by the setup script - leave them with default values for now.

5. Run the setup script:

   sudo ./scripts/setup-homelab.sh
   

   The script will:

   • Update system packages
   • Install Docker Engine + Compose V2 (if needed)
   • Configure user groups (docker, sudo)
   • Set up firewall (UFW)
   • Enable SSH server
   • Generate Authelia secrets (JWT, session, encryption key)
   • Prompt for admin username, password, and email
   • Generate argon2id password hash (30-60 seconds)
   • Create /opt/stacks/ directory structure
   • Set up Docker networks (homelab, traefik, dockerproxy, media)
   • Detect NVIDIA GPU and offer driver installation

   Important: If NVIDIA drivers were installed, reboot your system now before continuing.

6. Deploy homelab:

   sudo ./scripts/deploy-homelab.sh
   

   The deploy script automatically:

   • Creates Docker networks
   • Configures Traefik with your email and domain
   • Obtains wildcard SSL certificate (*.yourdomain.duckdns.org) via DNS challenge
   • Deploys core stack (DuckDNS, Traefik, Authelia, Gluetun)
   • Deploys infrastructure stack (Dockge, Pi-hole, monitoring)
   • Deploys dashboards stack (Homepage, Homarr)
   • Opens Dockge in your browser

   Note: Certificate generation may take 2-5 minutes. All services will use the wildcard certificate automatically.

   Login credentials:

   • Username: admin (default username - or the custom username you specified during setup)
   • Password: The secure password you created when prompted by the setup script

That's it! Your homelab is ready.
Access Dockge at https://dockge.yourdomain.duckdns.org

What the Setup Script Does

The setup-homelab.sh script is a comprehensive first-run configuration tool:

System Preparation:

• ✅ Pre-flight checks (internet connectivity, disk space 50GB+)
• ✅ Updates system packages
• ✅ Installs required packages (git, curl, etc.)
• ✅ Installs Docker Engine + Compose V2 (if not present)
• ✅ Configures user permissions (docker, sudo groups)
• ✅ Sets up firewall (UFW with SSH, HTTP, HTTPS)
• ✅ Enables SSH server

Authelia Configuration (Interactive):

• ✅ Generates three cryptographic secrets (JWT, session, encryption)
• ✅ Prompts for admin username (default: admin)
• ✅ Prompts for secure password with confirmation
• ✅ Prompts for admin email address
• ✅ Generates argon2id password hash using Docker (30-60s process)
• ✅ Validates Docker is available before password operations
• ✅ Saves credentials securely for deployment script

Infrastructure Setup:

• ✅ Creates directory structure (/opt/stacks/)
• ✅ Sets up Docker networks (homelab, traefik, dockerproxy, media)
• ✅ Detects NVIDIA GPU and offers driver installation

Safety Features:

• Skips completed steps (safe to re-run)
• Timeout handling (60s for Docker operations)
• Comprehensive error messages with troubleshooting hints
• Exit on critical failures with clear next steps

Manual Setup (Alternative)

If you prefer manual control or the automated script fails, see the Manual Setup Guide for step-by-step instructions on installing Docker, configuring services, and deploying the homelab manually.

Notes about SSL Certificates from LetsEncrypt with DuckDNS

How SSL Certificates Work in Your Homelab

Your homelab uses Let's Encrypt to automatically provide free SSL certificates for all your services. This ensures secure HTTPS connections without manual certificate management.

The Certificate Flow

1. Domain Registration: DuckDNS provides your dynamic domain (e.g., yourname.duckdns.org)
2. Certificate Request: Traefik requests a wildcard certificate (*.yourname.duckdns.org)
3. Domain Validation: Let's Encrypt validates you own the domain via DNS challenge
4. Certificate Issuance: Free SSL certificate is issued and stored
5. Automatic Renewal: Certificates renew automatically before expiration

DuckDNS + Let's Encrypt Integration

DuckDNS handles dynamic DNS updates, while Let's Encrypt provides certificates:

• DuckDNS: Updates your public IP → domain mapping every 5 minutes
• Let's Encrypt: Issues trusted SSL certificates via ACME protocol
• DNS Challenge: Proves domain ownership by setting TXT records

Wildcard Certificates Explained

Your setup uses a wildcard certificate (*.yourdomain.duckdns.org) that covers:

• dockge.yourdomain.duckdns.org
• plex.yourdomain.duckdns.org
• jellyfin.yourdomain.duckdns.org
• Any other subdomain automatically

Why wildcard? One certificate covers all services - no need for individual certificates per service.

Certificate Storage & Management

• Location: /opt/stacks/core/traefik/acme.json
• Permissions: Must be 600 (read/write for owner only)
• Backup: Always backup this file - contains your certificates
• Renewal: Automatic, 30 days before expiration

Testing vs Production Certificates

Staging Server (For Testing)

# In traefik.yml, add this line for testing:
caServer: https://acme-staging-v02.api.letsencrypt.org/directory

Staging Benefits:

• Unlimited certificates (no rate limits)
• Fast issuance for testing
• Not trusted by browsers (shows "Not Secure")

When to use staging:

• Setting up new environments
• Testing configurations
• Learning/development

Production Server (For Live Use)

# Remove or comment out caServer line for production
# certificatesResolvers:
#   letsencrypt:
#     acme:
#       # No caServer = production

Production Limits:

This is why you want to use staging certificates for testing purposes!!!
Always use staging certificates if you are running the setup & deploy scripts repeatedly

• 50 certificates per domain per week
• 5 duplicate certificates per week
• Trusted by all browsers

Certificate Troubleshooting

Check Certificate Status

# Count certificates in storage
python3 -c "import json; d=json.load(open('/opt/stacks/core/traefik/acme.json')); print(f'Certificates: {len(d[\"letsencrypt\"][\"Certificates\"])}')"

Common Issues & Solutions

"Certificate not trusted" or "Not Secure" warnings:

• Staging certificates: Expected - use production for live sites
• DNS propagation: Wait 5-10 minutes after setup
• Browser cache: Clear browser cache and try incognito mode

Certificate request fails:

• Check Traefik logs: docker logs traefik | grep -i certificate
• Verify DuckDNS token is correct in .env
• Ensure ports 80/443 are open and forwarded
• Wait 1+ hours between certificate requests

Rate limit exceeded:

• Switch to staging server for testing
• Wait 1 week for production limits to reset
• Check status at: https://letsencrypt.org/docs/rate-limits/

DNS Challenge Process

When requesting certificates, Traefik:

1. Asks DuckDNS to set TXT record: _acme-challenge.yourdomain.duckdns.org
2. Let's Encrypt checks the TXT record to verify ownership
3. If valid, certificate is issued
4. TXT record is cleaned up automatically

Note: DuckDNS allows only ONE TXT record at a time. Multiple Traefik instances will conflict.

Certificate Validation Commands

# Test certificate validity
echo | openssl s_client -connect yourdomain.duckdns.org:443 -servername dockge.yourdomain.duckdns.org 2>/dev/null | openssl x509 -noout -subject -issuer -dates

# Check if certificate covers wildcards
echo | openssl s_client -connect yourdomain.duckdns.org:443 -servername any-subdomain.yourdomain.duckdns.org 2>/dev/null | openssl x509 -noout -text | grep "Subject Alternative Name"

Best Practices

For Production

• Use production Let's Encrypt server
• Backup acme.json regularly
• Monitor certificate expiration (Traefik dashboard)
• Keep DuckDNS token secure

For Development/Testing

• Use staging server to avoid rate limits
• Test with different subdomains
• Reset environments safely (preserve acme.json if possible)

Security Notes

• Certificates are stored encrypted in acme.json
• Private keys never leave your server
• HTTPS provides encryption in transit
• Consider additional security headers in Traefik

Certificate Lifecycle

• Validity: 90 days
• Renewal: Automatic, 30 days before expiration
• Storage: Persistent across container restarts
• Backup: Include in your homelab backup strategy

Post-Setup Next Steps

Access Your Services

• Homepage: https://home.yourdomain.duckdns.org

  • Great place to start
  • After configuring your services come back and add widgets to the services with the api keys (optional)
  • Or ask the AI to find the api keys and add the widgets

• Dockge: https://dockge.yourdomain.duckdns.org

  • Deploy & Manage the stacks & services

• Authelia: https://auth.yourdomain.duckdns.org

  • Configure 2FA (optional)

• Traefik: https://traefik.yourdomain.duckdns.org

  • View/Edit your routing rules
  • Tip: Let the AI manage the routing

• VS Code: https://code.yourdomin.duckdns.org

  • Install GitHub Copilot Chat extension
  • Open the AI-Homelab repository
  • Use AI assistance for:
    • Adding new services
    • Configuring Traefik routing
    • Managing Docker stacks

• Monitoring services

  • Use Dockge to easily view live container logs
  • Configure Uptime Kuma to provide uptime tracking with dashboards

Debloat or add custom service

Tell the AI what service you want to install
give it a docker based github repository or docker hub image.
Use your imagination, the copilot instructions are configured with best practices and a framework to add new services.

To remove a stack

cd /opt/stacks/stack-name
docker compose down
cd ..
sudo rm -rf stack-name 

To remove the volumes/resources for the stack

# Stop stack and remove everything
cd /opt/stacks/stack-name
docker compose down -v --remove-orphans

# Remove unused Docker resources
docker system prune -a --volumes

Troubleshooting

Script Issues

• Permission denied: Run with sudo
• Docker not found: Log out/in or run newgrp docker
• Network conflicts: Check existing networks with docker network ls

Service Issues

• Can't access services: Check Traefik dashboard at https://traefik.yourdomain.duckdns.org
• SSL certificate errors: Wait 2-5 minutes for wildcard certificate to be obtained from Let's Encrypt
  • Check status: python3 -c "import json; d=json.load(open('/opt/stacks/core/traefik/acme.json')); print(f'Certificates: {len(d[\"letsencrypt\"][\"Certificates\"])}')"
  • View logs: docker exec traefik tail -50 /var/log/traefik/traefik.log | grep certificate
• Authelia login fails: Check user database configuration at /opt/stacks/core/authelia/users_database.yml
• "Not secure" warnings: Clear browser cache or wait for DNS propagation (up to 5 minutes)
• Check logs: Use Dozzle web interface at https://dozzle.yourdomain.duckdns.org or run docker logs <container-name>

Common Fixes

# Restart Docker
sudo systemctl restart docker

# Check service logs
cd /opt/stacks/stack-name
docker compose logs -f

# Rebuild service
docker compose up -d --build service-name

Next Steps

1. Explore services through Dockge
2. Configure backups with Backrest/Duplicati
3. Set up monitoring with Grafana/Prometheus
4. Add external services via Traefik proxying
5. Use AI assistance for custom configurations

Happy homelabbing! 🚀