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Standard Toolchain Setup for Linux and macOS

:link_to_translation:zh_CN:[中文]

Installation Step by Step

This is a detailed roadmap to walk you through the installation process.

Setting up Development Environment

These are the steps for setting up the ESP-IDF for your {IDF_TARGET_NAME}.

  • get-started-prerequisites
  • get-started-get-esp-idf
  • get-started-set-up-tools
  • get-started-set-up-env
  • get-started-start-a-project

Step 1. Install Prerequisites

In order to use ESP-IDF with the {IDF_TARGET_NAME}, you need to install some software packages based on your Operating System. This setup guide will help you on getting everything installed on Linux and macOS based systems.

For Linux Users

To compile using ESP-IDF you will need to get the following packages. The command to run depends on which distribution of Linux you are using:

  • Ubuntu and Debian:

    sudo apt-get install git wget flex bison gperf python3 python3-pip python3-venv cmake ninja-build ccache libffi-dev libssl-dev dfu-util libusb-1.0-0

  • CentOS 7 & 8:

    sudo yum -y update && sudo yum install git wget flex bison gperf python3 cmake ninja-build ccache dfu-util libusbx

CentOS 7 is still supported but CentOS version 8 is recommended for a better user experience.

  • Arch:

    sudo pacman -S --needed gcc git make flex bison gperf python cmake ninja ccache dfu-util libusb

Note

- CMake version 3.16 or newer is required for use with ESP-IDF. Run "tools/idf_tools.py install cmake" to install a suitable version if your OS versions doesn't have one. - If you do not see your Linux distribution in the above list then please check its documentation to find out which command to use for package installation.

For macOS Users

ESP-IDF will use the version of Python installed by default on macOS.

  • Install CMake & Ninja build:

    • If you have HomeBrew, you can run:

      brew install cmake ninja dfu-util

    • If you have MacPorts, you can run:

      sudo port install cmake ninja dfu-util
    • Otherwise, consult the CMake and Ninja home pages for macOS installation downloads.
  • It is strongly recommended to also install ccache for faster builds. If you have HomeBrew, this can be done via brew install ccache or sudo port install ccache on MacPorts.

Note

If an error like this is shown during any step:

xcrun: error: invalid active developer path (/Library/Developer/CommandLineTools), missing xcrun at: /Library/Developer/CommandLineTools/usr/bin/xcrun

Then you will need to install the XCode command line tools to continue. You can install these by running xcode-select --install.

Apple M1 Users

If you use Apple M1 platform and see an error like this:

WARNING: directory for tool xtensa-esp32-elf version esp-2021r2-patch3-8.4.0 is present, but tool was not found
ERROR: tool xtensa-esp32-elf has no installed versions. Please run 'install.sh' to install it.

or:

zsh: bad CPU type in executable: ~/.espressif/tools/xtensa-esp32-elf/esp-2021r2-patch3-8.4.0/xtensa-esp32-elf/bin/xtensa-esp32-elf-gcc

Then you will need to install Apple Rosetta 2 by running

/usr/sbin/softwareupdate --install-rosetta --agree-to-license

Installing Python 3

Based on macOS Catalina 10.15 release notes, use of Python 2.7 is not recommended and Python 2.7 will not be included by default in future versions of macOS. Check what Python you currently have:

python --version

If the output is like Python 2.7.17, your default interpreter is Python 2.7. If so, also check if Python 3 isn't already installed on your computer:

python3 --version

If the above command returns an error, it means Python 3 is not installed.

Below is an overview of the steps to install Python 3.

  • Installing with HomeBrew can be done as follows:

    brew install python3

  • If you have MacPorts, you can run:

    sudo port install python38

Step 2. Get ESP-IDF

To build applications for the {IDF_TARGET_NAME}, you need the software libraries provided by Espressif in ESP-IDF repository.

To get ESP-IDF, navigate to your installation directory and clone the repository with git clone, following instructions below specific to your operating system.

Open Terminal, and run the following commands:

inc/git-clone-bash.inc

ESP-IDF will be downloaded into ~/esp/esp-idf.

Consult /versions for information about which ESP-IDF version to use in a given situation.

Step 3. Set up the tools

Aside from the ESP-IDF, you also need to install the tools used by ESP-IDF, such as the compiler, debugger, Python packages, etc, for projects supporting {IDF_TARGET_NAME}.

cd ~/esp/esp-idf
./install.sh {IDF_TARGET_PATH_NAME}

or with Fish shell

cd ~/esp/esp-idf
./install.fish {IDF_TARGET_PATH_NAME}

The above commands install tools for {IDF_TARGET_NAME} only. If you intend to develop projects for more chip targets then you should list all of them and run for example:

cd ~/esp/esp-idf
./install.sh esp32,esp32s2

or with Fish shell

cd ~/esp/esp-idf
./install.fish esp32,esp32s2

In order to install tools for all supported targets please run the following command:

cd ~/esp/esp-idf
./install.sh all

or with Fish shell

cd ~/esp/esp-idf
./install.fish all

Note

For macOS users, if an error like this is shown during any step:

<urlopen error [SSL: CERTIFICATE_VERIFY_FAILED] certificate verify failed: unable to get local issuer certificate (_ssl.c:xxx)

You may run Install Certificates.command in the Python folder of your computer to install certificates. For details, see Download Error While Installing ESP-IDF Tools.

Alternative File Downloads

The tools installer downloads a number of files attached to GitHub Releases. If accessing GitHub is slow then it is possible to set an environment variable to prefer Espressif's download server for GitHub asset downloads.

Note

This setting only controls individual tools downloaded from GitHub releases, it doesn't change the URLs used to access any Git repositories.

To prefer the Espressif download server when installing tools, use the following sequence of commands when running install.sh:

cd ~/esp/esp-idf
export IDF_GITHUB_ASSETS="dl.espressif.com/github_assets"
./install.sh

Customizing the tools installation path

The scripts introduced in this step install compilation tools required by ESP-IDF inside the user home directory: $HOME/.espressif on Linux. If you wish to install the tools into a different directory, set the environment variable IDF_TOOLS_PATH before running the installation scripts. Make sure that your user account has sufficient permissions to read and write this path.

If changing the IDF_TOOLS_PATH, make sure it is set to the same value every time the Install script (install.bat, install.ps1 or install.sh) and an Export script (export.bat, export.ps1 or export.sh) are executed.

Step 4. Set up the environment variables

The installed tools are not yet added to the PATH environment variable. To make the tools usable from the command line, some environment variables must be set. ESP-IDF provides another script which does that.

In the terminal where you are going to use ESP-IDF, run:

. $HOME/esp/esp-idf/export.sh

or for fish (supported only since fish version 3.0.0):

. $HOME/esp/esp-idf/export.fish

Note the space between the leading dot and the path!

If you plan to use esp-idf frequently, you can create an alias for executing export.sh:

  1. Copy and paste the following command to your shell's profile (.profile, .bashrc, .zprofile, etc.)

    alias get_idf='. $HOME/esp/esp-idf/export.sh'
  2. Refresh the configuration by restarting the terminal session or by running source [path to profile], for example, source ~/.bashrc.

Now you can run get_idf to set up or refresh the esp-idf environment in any terminal session.

Technically, you can add export.sh to your shell's profile directly; however, it is not recommended. Doing so activates IDF virtual environment in every terminal session (including those where IDF is not needed), defeating the purpose of the virtual environment and likely affecting other software.

Step 5. First Steps on ESP-IDF

Tip: Updating ESP-IDF

It is recommended to update ESP-IDF from time to time, as newer versions fix bugs and/or provide new features. Please note that each ESP-IDF major and minor release version has an associated support period, and when one release branch is approaching end of life (EOL), all users are encouraged to upgrade their projects to more recent ESP-IDF releases, to find out more about support periods, see ESP-IDF Versions <../versions>.

The simplest way to do the update is to delete the existing esp-idf folder and clone it again, as if performing the initial installation described in get-started-get-esp-idf.

Another solution is to update only what has changed. The update procedure depends on the version of ESP-IDF you are using <updating>.

After updating ESP-IDF, execute the Install script again, in case the new ESP-IDF version requires different versions of tools. See instructions at get-started-set-up-tools.

Once the new tools are installed, update the environment using the Export script. See instructions at get-started-set-up-env.

Related Documents

establish-serial-connection ../api-guides/tools/idf-monitor