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INSTALL.md

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Setup Your HA Controller to work with Alexa-HA

Currently only OpenHAB is supported - others HA solutions to follow. These installation steps can carried out directly on your HA server or better yet a seperate server on the same network. Depending on your environment, it is best to create a restricted user that runs Alexa-HA and its dependencies rather than simply using a global root/administrator for everything. That is outside of the scope of the current installation documentation...

NOTE: These installation instructions are a bit rough, complex and UNDER CONSTRUCTION at the moment but should get the job done! It is assumed you are familiar with service/webserver configurations, SSL certificates, and firewall/router setup. This process will be greatly simplified in the future...

To begin:

  • Ideally provision a new machine/VM as a dedicated server to host Alexa-HA for enhanced security, but these services are lightweight and can be installed on existing servers as well (i.e. on the OpenHAB server)
  • Install node.js
  • Install npm
  • Install alexa-app
  • Install alexa-app-server
  • Install request
  • Install pm2 (optional, but very useful for setting Alexa-HA as a background service)
  • Apply a temporary patch to alexa-utterances (which was installed as a dependency for alexa-app), required to support the CUSTOM SLOT types - should not be necessary after the next release of alexa-app!

You now have all the dependencies met and can continue with configuring and starting the Alexa-HA Skill.

  • Checkout the code or just download the ZIP from Alexa-HA's github page to the Alexa-App-Server's /example/app/ directory (i.e. example/app/Alexa-HA)
  • Copy config_default.js to config.js
  • Edit config.js
  • Set the various AWS ASK related settings as needed - applicationId/userId values and more available from Amazon Developer Portal
  • If you want to use Wolfram Alpha with Alexa-HA (i.e. to have it 'research' stuff for you via voice, optional!), register and enter your API key
  • Open up your various OpenHAB configuration files (i.e. items/sitemaps/rules) for reference in another window; use these to setup the rest of config.js as desired. The most important part of configuring this is that beyond the General Configuration section, the mappings setup in the HA* & config.item/mode/metric sections in Alexa-HA's config.js are correctly pointed to the items/modes/devices in OpenHAB! Alexa-HA uses this to determine which items in your home do what, and where...
  • Create a few new items in your OpenHAB configuration/items/* file to be used by Alexa-HA. These are used only as a fallback for custom/arbitrary voice commands (which can trigger custom rules on the OpenHAB server):
String ECHO_VoiceCMD "ECHO CMD: [%s]"
String ECHO_Answer "ECHO Answer: [%s]"
Switch ECHO_Processed "ECHO Proc [%s]"
  • You may also need to create new groups on the HA server (especially for lighting) so Alexa-HA can control many items (i.e. in the same room) at a time.
  • The rest of the config.js file can be revisited/improved later (i.e. units/colors/utterances/etc sections may be further customized).
  • Save & Exit
  • Consider editing Alexa-App-Server 'example/server.js' and changing the service to use a non-standard port number
  • You can now start the Alexa-App-Server and Alexa-HA app in the foreground with 'node server.js' or keep it running in the background with 'pm2 start server.js' ('pm2 status' displays additional useful info)
  • Visit http://INTERNAL_IP:PORT/api/Alexa-HA/ - which should show the Alexa Tester page. This confirms that the service is up and listening.
  • You now have the option of exposing your internal Node.js/Express service directly to the public, or setting it up behind a webserver such as Apache or Nginx. In all cases an SSL certificate (trusted, or alternatively a self signed cert can be uploaded via Amazon Developer Portal) must be used for HTTPS. For example, assuming you already have a SSL-enabled Apache webserver, edit Apache's 'sites-available/default-ssl' config file and add the following inside of the VirtualHost configuration (proxied address/ports depend entirely on your network setup!):
    <Location /api>
        ProxyPass http://localhost:10000
        ProxyPassReverse http://localhost:10000
    </Location>
  • Setup a port forwarding rule to route external public requests to the new Node.js/Express internal service. If you have an public static IP address (from your ISP), use it. If not, consider a dynamic DNS service which will route a static FQDN to your dynamic IP. In both cases, we recommend selecting a 'high port' of 30000+ to use for the communication from the public to Alexa-HA. For example, a public static IP:Port of '123.123.123.123:30000' is forwarded (by the firewally/router) to an internal private IP:port of '192.168.1.50:10000'.
  • Restart all services (Alexa-App-Server & webserver) for the changes to take effect.
  • You should now be able to access 'https://MY_FQDN/api/Alexa-HA' and see the 'Alexa Tester' page from the ouside (which is required for the next steps work)! If not, you have a service or firewall config issue that needs to be addressed before continuing.

Setup Amazon Skills Kit

In order to continue setting up your Alexa-HA skill, you will need to define the 'Interaction Model' which encompasses the Amazon Skill Kits 'Intent Schema', 'Custom Slots' and 'Utterances' via the Amazon Developer Portal. Fortunately Alexa-HA takes care of generating most this for you automatically after properation configuration. For this, you must fully configure Alexa-HA via config.js and install Alexa-App-Server along with its dependencies.

Complete the INSTALL steps for your HA controller first. Then continue with the ASK setup below. For quick reference, see steps 3-4 in this tutorial which includes additional details and screenshots.

  • Sign in or create an account on the Amazon Developer Portal
  • Once you’ve signed in, navigate to Apps & Services > Alexa > Alexa Skills Kit
  • Click 'Get Started' under Alexa Skills Kit
  • Click 'Add a new Skill'
  • Give your skill a name - simply 'Alexa-HA' will do
  • Set your desired Invocation Name - for example 'OpenHAB' or 'Jarvis' - which you can then use to invoke the custom Skill on your Echo.
  • Set your endpoint - this is a URL to your publicly accessible Alexa-App-Server's skill endpoint. For example: 'https://MY_FQDN/api/alexa-ha?password=CONFIG_PASSWORD' or 'https://MY_PUBLIC_IP/api/alexa-ha?password=CONFIG_PASSWORD'. Lambda ARN's have not been tested yet...
  • Save and continue to the next step - 'Interaction Model'
  • At this point, once you have configured and started the Alexa-App-Server, you should be able to visit the endpoints URL to get a full 'dump' of the Interaction Model. These values ('intent schema' and 'utterances') should be copied into the AWS ASK Interaction Model page.
  • Define your 'custom slots'. These should match what you've within Alexa-HA's config.js file. For example, a custom slot of 'COLOR_TYPE' with values like:
white
red
orange
yellow
green
aqua
blue
purple
magenta
pink
black
  • A second custom slot for 'LOCATION_TYPE' should contain a list of rooms throughout your house. ASK uses these lists to automatically expand the utterances and build the interaction models on the ASK servers. For example:
all
house
living room
great room
kitchen
bedroom
bathroom
data center
garage
office
foyer
utility
outside

  • IMPORTANT! Save these changes, but you do not need to continue on to fully publishing the app! Your new custom Service & Skill is now setup to control ONLY YOUR HOME! Do not make it public.
  • Say 'Alexa, open Jarvis' (or whatever your 'Invocation Name' is) and get started!

NOTE: If you change the Alexa-HA files, including config.js, you need to restart the service(s) and re-upload the Interaction Model to the Amazon Developer Portal before all changes will take effect!

Additional considerations:

  • Avoid running everything on a single box! We do not recommend exposing your Home Automation controller directly to the Internet!
  • Lock down your webserver as much as possible, only allow the AWS ASK IP's to access Alexa-HA (which may vary)
  • Setup UFW to allow the Alexa-HA server to communicate ONLY with the gateway and the HA controller
  • Enable production server flags to hide version numbers for all services
  • Setup fail2ban, to pro-actively block clients by IP which make too many requests to the service in a short period of time