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02-hassio-configuration

Smart Home Edge Systems

(smart-home-edge-systems.us)

Home Assistant Configuration Document

: A Home Assistant Smart Home Integration

Purpose

This document defines the initial configuration that provides the foundation for the sub level web pages (desktops) surrounding the Home Assistant installation.

The Home Assistant installation is implemented as a Home Assistant OS (HAOS) virtual machine hosted on the Home Lab Compute Module running Proxmox VE 9.2.3.

Home Assistant is intended to serve as the central home-automation platform and, over time, the primary local voice-assistant platform.

The architectural strategy is local-first and cloud-minimized. Services and integrations should operate locally whenever practical. Cloud services remain permitted where they provide required functionality, device compatibility, ecosystem integration, or capabilities that cannot reasonably be reproduced locally.

Figure 1: Home Assistant Smart Home Relationships

Home Assistant is hosted on the Compute Module, while centralized persistent storage and backup services are hosted on the separate Infotainment Module.

The Infotainment Module runs its own Proxmox VE 9.2.3 environment and provides centralized storage through Samba-NAS LXC 100. It also hosts media, document, photo, database, download, and other application services.

This creates a two-node system architecture:

  • Compute Module (This module)

    • Home automation, AI, voice, DNS, reverse proxy, and remote-access services.

  • Infotainment Module

    • Centralized storage, media, documents, photos, databases, backups, and supporting applications.

The configuration is defined by establishing a foundation then by applying categories of devices into a common desktop. This document establishes this foundation and will consist of setting up Areas Labels and Zones, Cloud Services, Voice Services, People, Networks, Specific Home Details, System Logs, Backups, Entity ID's, AI Tasks, Development Labs, System Storage.

HACs provides addon tools and cards and will be discussed in this document as an initial configuration, but the full HACs configuration will be discussed during each individual Dashboards as they are implemented.

The overall recommended system ecosystem will be discussed, and we will explain how to install and configure this base Eco-system. This includes the various tools used to manage Home Assistant and how these tools integrate within the system.

The Home Assistant architecture has the following primary goals:

Foundation

Home Assistant uses Areas, Labels, and Zones to organize devices, entities, and physical locations within your smart home. Areas represent specific rooms or spaces, Labels provide flexible ways to categorize and group items, and Zones define geographic locations such as home, work, or other places. Together, they provide the organizational foundation used by dashboards, automations, scripts, and voice commands.

In our home we have the Areas broken down as follows:

  • Master Bedroom 1

    • Contains 1 Fan, 3 smart Color Lights, 1 Smart Color Reading Light, 2 Outlets (Candle, Floorlamp), and a Color Accent Light String

    • In addition, the fan (z-wave) and 1 additional light are powered via wall switches

    • 3 window shock sensors, 1 Nvidia Multimedia Controller, 1 Vizio TV

  • Playroom Bedroom 3

    • Contains 1 Fan, 3 smart Color Lights, 1 Color Accent Light String

    • In addition, the fan (z-wave) and 1 additional light are powered via wall switches

    • 3 window shock sensors, 1 Vizio TV

  • Office Bedroom 2

    • Contains 1 Fan, 3 smart Color Lights, 1 Color Accent Light String

    • In addition, the fan (z-wave) and 1 additional light is powered only via wall switches

    • 3 window shock sensors, 1 Vizio TV

  • Diningroom

    • Contains 1 Color Accent Light String

    • In addition, 1 additional light is powered only via wall switches

    • 2 window shock sensors, Door Shock Sensor

    • 1 Surveillance Camera

  • Greatroom

    • Contains 1 Fan, 2 smart Color Lights, 1 Color Accent Light String

    • In addition, the fan (z-wave) and 2 additional lights are powered only via wall switches

    • 3 window shock sensors, 1 Motion Detector, 1 Nvidia Multimedia Controller, 1 Vizio TV

    • 1 Dennon Surround Sound System, 1 Apple TV

  • Kitchen

    • Contains 3 smart Color Lights, 1 Color Accent Light String

    • In addition, 2 additional lights are powered via wall switches

  • Entranceway

    • Thermostat, wall panel, DSC Security Panel

    • In addition, 2 additional lights are powered via wall switches

    • 1 window shock sensors, 1 Magnetic Door Sensor

Cloud Services provide Home Assistant with access to external platforms and services that cannot be operated entirely locally. These integrations can connect Home Assistant to vendor cloud accounts, remote services, online APIs, and other internet-based functionality. Where possible, a local alternative can be used to reduce cloud dependency while still allowing cloud services when they provide important functionality.

Voice Services allow Home Assistant to become a natural voice-controlled interface for the smart home. Voice functionality can be used to control devices, execute commands, retrieve information, and interact with Home Assistant using natural language. Voice services can be provided locally or through external platforms, depending on the desired balance between privacy, capability, and convenience.

The People system allows Home Assistant to associate users with their devices, presence information, and home location. This provides a way for Home Assistant to determine who is home, away, or otherwise present and use that information within automations and dashboards. Person tracking can combine multiple device trackers and presence sources into a single representation of an individual.

Networks define the communication infrastructure that allows Home Assistant and its connected devices and services to interact. This includes local IP networks, VLANs, Wi-Fi, Ethernet, DNS, gateways, and remote-access technologies. Proper network organization is essential for reliable device communication, security, discovery, and access to Home Assistant services.

Specific Home Details contain the information that describes the physical environment and unique characteristics of the home. This can include rooms, floors, equipment locations, network information, device assignments, naming conventions, and other site-specific configuration details. Maintaining this information provides a consistent reference for designing, documenting, troubleshooting, and expanding the Home Assistant installation.

System Logs provide diagnostic information about Home Assistant, integrations, devices, automations, and other system components. Logs are one of the primary tools used to identify errors, warnings, failed services, communication problems, and unexpected behavior. Reviewing logs regularly can help identify problems before they affect the reliability of the overall system.

Backups protect the Home Assistant configuration and the work invested in building the smart-home environment. A backup can contain configuration files, automations, integrations, dashboards, add-ons, and other important Home Assistant data. A properly designed backup strategy should include scheduled backups, appropriate storage locations, and an off-system or otherwise independent copy for disaster recovery.

Entity IDs are the unique identifiers Home Assistant uses to reference devices, sensors, controls, services, and other entities within the system. They are frequently used by automations, scripts, templates, dashboards, and integrations. A consistent and meaningful entity naming strategy makes the system easier to maintain, troubleshoot, automate, and document as the installation grows.

You can see that due to the large volume of sensors I came up with a naming scheme that works for Home Assistant and Google Home a like. For each device you need to provide a name line "Area name (1-3)" so an example would be Office Bedroom 2 Light 1. That way in Google home you could say, "Google turn on light" and it will turn all the lights in the room you are standing in. You could be more specific and say, "Google turn on lights" and it will turn on ALL the lights. Or you can say "Google turn on Bedroom 2 lights" or "Google turn on Office lights" which will turn on the Bedroom 2 lights no matter where you are standing. If you add keywords like light, it will create a group for all the lights in that area. Tis works for Fans and TVs as well. You can set sleep timers and change volume and colors the same way. Since all the accent lights are in their own Area we can treat them as a group separate from the rooms.

AI Tasks provide a framework for incorporating artificial intelligence into Home Assistant workflows. AI can be used to interpret natural-language requests, analyze information, generate responses, assist with automation logic, and perform other intelligent tasks. Depending on the architecture, AI processing can be performed locally using systems such as Ollama or through external AI services.

Development Labs provide a controlled environment for experimenting with new Home Assistant integrations, automations, scripts, dashboards, devices, and AI capabilities before introducing them into the production environment. This separation allows new ideas to be tested without unnecessarily affecting the stable smart-home system and provides a place to document and validate future improvements.

System Storage defines how Home Assistant's configuration, databases, media, backups, logs, and other persistent data are stored and managed. Understanding storage locations and requirements is important for system performance, backup planning, database maintenance, and long-term reliability. Proper storage management also helps prevent a growing database, logs, or media files from consuming the available system space.

Ecosystem Integrations

The current architecture includes or references the following applications:

Code 1: Services Example

Home Assistant automation
scripts
scenes
template sensors
command-line integrations
media-player integrations
Google Assistant integration
REST commands
utility meters
MQTT
Matter Server
ESPHome
local device integrations
SmartThings integration
Google Home integration
Envisalink integration
network/device monitoring
local AI/voice service integration

These are the integrations and components that provide Home Assistant's core operating environment, user interface, dashboards, and general system functions.

Integration Description
Home Assistant Supervisor Manages the Home Assistant operating environment, including add-ons, updates, backups, system health, and core services when running Home Assistant OS.
HACS Home Assistant Community Store. Provides access to community-developed integrations, frontend cards, themes, dashboards, and other custom components.
Lovelace Gen Provides tools or functionality for generating/managing Lovelace dashboard configuration and UI elements.
Mobile App Connects Android and iOS devices to Home Assistant, providing sensors, device tracking, notifications, actionable notifications, and remote control.
Browser Mod Extends Home Assistant's browser-based frontend with browser-specific controls, pop-ups, services, navigation, and device-level functionality.
Fully Kiosk Browser Integrates Android kiosk devices/tablets with Home Assistant, allowing Home Assistant dashboards to operate as dedicated wall-mounted control panels.
Android TV Remote Provides remote-control functionality for compatible Android/Google TV devices.

These form the device communication layer of the Home Assistant system.

Integration Description
MQTT Lightweight publish/subscribe messaging protocol commonly used to connect sensors, devices, automation systems, and other services to Home Assistant.
Matter Modern standardized smart-home protocol designed for interoperability between manufacturers and platforms.
Thread Low-power IPv6 mesh networking technology used by Matter and other smart-home devices.
Bluetooth Allows Home Assistant to discover and communicate with nearby Bluetooth devices, sensors, beacons, and accessories.
ESPHome Connects ESP32/ESP8266-based devices programmed with ESPHome, allowing custom sensors, switches, displays, relays, and other hardware to become native Home Assistant devices.
iBeacon Tracker Detects Bluetooth iBeacon transmitters and uses their presence/location information within Home Assistant.
Local Tuya Provides local control of compatible Tuya devices without relying exclusively on Tuya's cloud infrastructure.
SmartThings Connects Samsung SmartThings devices and ecosystems to Home Assistant.
VeSync Connects compatible VeSync smart-home products such as outlets, appliances, air-quality devices, and other IoT equipment.

These integrations control entertainment systems and media playback.

Integration Description
Apple TV Controls Apple TV devices and exposes media playback information and controls to Home Assistant.
Emby Connects Home Assistant to an Emby media server and provides information about media playback and server activity.
Denon AVR Network Receivers Controls compatible Denon network-connected AV receivers, including power, volume, source selection, and other receiver functions.
Denon HEOS Connects Home Assistant to the HEOS multi-room audio platform for controlling speakers, receivers, playback, and audio zones.
Google Cast Allows Home Assistant to control Chromecast and Google Cast-compatible devices and media players.
Samsung Smart TV Controls compatible Samsung televisions and provides media/player information.
VIZIO SmartCast Provides control and status information for compatible VIZIO SmartCast televisions.
Ring Provides access to Ring cameras, doorbells, sensors, and related security information.
Roborock Connects Roborock robot vacuums to Home Assistant for control, status, cleaning commands, maps, and sensors.

References and Authoritative Resources

Configuration.yaml Documentation

Secrets Management

Custom Components and Integrations

Home Assistant Operating System

Home Assistant Supervisor

  • Publisher: Home Assistant Project

System and Host Configuration

Official Add-on Repository

Add-on Development Guidelines

Network Ports Used by Home Assistant

DNS and mDNS Configuration

UPnP Device Discovery

Home Assistant Authentication System

Trusted Networks Configuration

SSL/TLS Configuration Guide

Recorder Configuration (Database)

Logger Configuration

Group and Entity Configuration

Snapshot and Backup System

  1. Publisher: Home Assistant Project

Automated Backups

System Logs and Diagnostics

Supervisor Logs

Resolution Center

Home Assistant Community Forum - Configuration Section

Home Assistant Docs - Getting Started Guide

Configuration Examples Repository

YAML Syntax Reference

Home Assistant Developer Documentation

Home Assistant Release Notes

Home Assistant Discord

Home Assistant YouTube Official Channel

Smart Home Wiring and Electrical Standards

IoT Device Security Fundamentals

Home Automation Protocols Comparison

ESPHome Documentation (for custom devices)

Node-RED Integration Guide

MQTT Broker Configuration Guide