Files
EZ-Homelab/docs/getting-started.md
kelin f0a3907002 Round 4 improvements: automated config, relative paths, simplified deployment
- Automate Traefik email substitution in deploy script
- Auto-generate Authelia admin password (saved to ADMIN_PASSWORD.txt)
- Standardize all volume paths to use relative paths (./service/config)
- Switch Traefik to HTTP challenge by default (DNS challenge optional)
- Update documentation with improved setup instructions
- Enhance troubleshooting guide
- Update AGENT_INSTRUCTIONS with new conventions
- Simplify .env.example with clearer guidance

These changes reduce manual configuration steps and improve deployment reliability.
2026-01-13 18:30:06 -05:00

8.2 KiB

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 40+ services.

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

  2. Install git if needed

       sudo apt update && sudo apt upgrade -y && sudo apt install git
    
    
  3. Run the setup script:

    git clone https://github.com/kelinfoxy/AI-Homelab.git
    cd AI-Homelab
    sudo ./scripts/setup-homelab.sh
    
  4. Log out and back in (or run newgrp docker)

  5. Generate Authelia Secrets:

    # Generate three required secrets for Authelia (128 characters each)
    echo "AUTHELIA_JWT_SECRET=$(openssl rand -hex 64)"
    echo "AUTHELIA_SESSION_SECRET=$(openssl rand -hex 64)"
    echo "AUTHELIA_STORAGE_ENCRYPTION_KEY=$(openssl rand -hex 64)"
    
    # Copy these values and add them to your .env file
    
  6. Configure environment:

    cp .env.example .env
    nano .env  # Edit with your settings and paste the Authelia secrets
    

    Required variables in .env:

    • DOMAIN - Your DuckDNS domain (e.g., yourdomain.duckdns.org)
    • DUCKDNS_TOKEN - Your DuckDNS token
    • ACME_EMAIL - Your email for Let's Encrypt certificates
    • AUTHELIA_JWT_SECRET - Generated in step 6
    • AUTHELIA_SESSION_SECRET - Generated in step 6
    • AUTHELIA_STORAGE_ENCRYPTION_KEY - Generated in step 6
    • SURFSHARK_USERNAME and SURFSHARK_PASSWORD - If using VPN
  7. Deploy homelab:

    ./scripts/deploy-homelab.sh
    

    The deploy script automatically:

    • Creates Docker networks
    • Configures Traefik with your email
    • Generates Authelia admin password
    • Deploys core stack (DuckDNS, Traefik, Authelia, Gluetun)
    • Deploys infrastructure stack (Dockge, Pi-hole, monitoring)
    • Opens Dockge in your browser

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 automatically:

  • Updates system packages
  • Installs Docker (if not present)
  • Configures user permissions
  • Sets up firewall (UFW)
  • Enables SSH server
  • Installs NVIDIA drivers (if GPU detected)
  • Creates directory structure
  • Sets up Docker networks

It safely skips steps that are already completed, so it's safe to run on partially configured systems.

Manual Setup (Alternative)

If you prefer manual control or the script fails, follow these steps:

Step 1: System Preparation

# Update system
sudo apt update && sudo apt upgrade -y

# Install required packages
sudo apt install -y curl wget git ufw openssh-server

# Enable firewall
sudo ufw allow ssh
sudo ufw allow 80/tcp
sudo ufw allow 443/tcp
sudo ufw --force enable

Step 2: Install Docker

# Install Docker
curl -fsSL https://get.docker.com -o get-docker.sh
sudo sh get-docker.sh

# Add user to docker group
sudo usermod -aG docker $USER
sudo usermod -aG sudo $USER

# Log out and back in, or run: newgrp docker

Step 3: Clone Repository

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

Step 4: Configure Environment

cp .env.example .env
nano .env  # Edit all required variables

Step 5: Create Infrastructure

# Create directories
sudo mkdir -p /opt/stacks /mnt/{media,database,downloads,backups}
sudo chown -R $USER:$USER /opt/stacks /mnt

# Create networks
docker network create traefik-network
docker network create homelab-network
docker network create media-network

Step 6: Deploy Services

# Deploy core infrastructure
sudo mkdir -p /opt/stacks/core
cp docker-compose/core.yml /opt/stacks/core/
cp -r config-templates/traefik /opt/stacks/core/
cp -r config-templates/authelia /opt/stacks/core/
cp .env /opt/stacks/core/
cd /opt/stacks/core
docker compose up -d

# Deploy infrastructure stack
sudo mkdir -p /opt/stacks/infrastructure
cp ../docker-compose/infrastructure.yml /opt/stacks/infrastructure/
cp ../.env /opt/stacks/infrastructure/
cd /opt/stacks/infrastructure
docker compose up -d

Post-Setup Configuration

Access Your Services

  • Dockge: https://dockge.yourdomain.duckdns.org
  • Authelia: https://auth.yourdomain.duckdns.org
  • Traefik: https://traefik.yourdomain.duckdns.org

Configure Authelia

  1. Access https://auth.yourdomain.duckdns.org
  2. Set up your admin user
  3. Configure 2FA for security

Deploy Additional Stacks

Use Dockge to deploy stacks like:

  • dashboards.yml - Homepage and Homarr
  • media.yml - Plex, Jellyfin, Sonarr, Radarr
  • productivity.yml - Nextcloud, Gitea, wikis

Set Up Homepage Widgets

  1. Access Homepage dashboard
  2. Get API keys from services
  3. Configure widgets in /opt/stacks/dashboards/homepage/config/

VS Code Integration

  1. Install VS Code and GitHub Copilot
  2. Open the AI-Homelab repository
  3. Use AI assistance for:
    • Adding new services
    • Configuring Traefik routing
    • Managing Docker stacks

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)

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

Getting Started Checklist

  • Run setup script or manual setup
  • Configure .env file
  • Deploy core infrastructure
  • Access Dockge web UI
  • Set up Authelia authentication
  • Deploy additional stacks as needed
  • Configure Homepage dashboard
  • Install VS Code with Copilot

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! 🚀

Deployment Improvements (Round 4)

The repository has been enhanced with the following improvements for better user experience:

Automated Configuration

  • Email Substitution: Deploy script automatically configures Traefik with your ACME_EMAIL
  • Password Generation: Authelia admin password is auto-generated and saved to /opt/stacks/core/authelia/ADMIN_PASSWORD.txt
  • Network Creation: Docker networks are created automatically before deployment

Volume Path Standardization

  • All compose files now use relative paths (e.g., ./service/config) for portability
  • Stacks work correctly when deployed via Dockge or docker compose
  • Large shared data still uses absolute paths (/mnt/media, /mnt/downloads)

SSL Certificate Configuration

  • Default: HTTP challenge (simple setup, works immediately)
  • Optional: DNS challenge for wildcard certificates (see comments in traefik.yml)
  • Certificates are automatically requested and renewed by Traefik

What's Automated

Docker network creation
Traefik email configuration
Authelia password generation
Domain configuration in Authelia
Directory structure creation
Service deployment

What You Configure

📝 .env file with your domain and API keys
📝 DuckDNS token
📝 VPN credentials (if using Gluetun)
📝 Service-specific settings via Dockge