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UsersManual.md

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IotWebConf users manual template

This documentation is mainly for makers are about to came out with their own product, and prepare for that with a Users manual. Or for ones who are want to understand the basic functionality of IotWebConf.

This document can be used as a template, modify it with the actual product specific details. We will only cover the basic functionality (including status and reset), but will not talk about options like:

  • Firmware update (OTA),
  • Static IP option,
  • Multiply WiFi option,
  • Offline mode option,
  • Skip AP-mode option.

Hardware setup

The document assumes, that the device is equipped with the indicator LED and the "reset" button, just as it can be seen in example IotWebConf02StatusAndReset.

As mentioned above a "default" options-set is assumed as well.

Starting up the device at the first time

When you are starting up the device for the first time, the device will create its own WiFi Access Point with SSID testThing. The status indicator rapidly flashes (it is mostly on).

Use your smartphone (or tablet, or computer) to detect the created WiFi network, and connect to it by using the default password smrtThng8266. After a successful WiFi connection a configuration page is popped up in your smartphone's web browser.

Note, that at this point even if the network is not configured, the device is already ready to use with the factory defaults in an off-line manner.

Configuration page (Config portal)

After you have connected to the access point created by the device (as described above), you need to enter the configuration page on the web-browser of your smartphone. On the configuration page you will see some fields you can set.

Except for the password fields, you will see the item values previously set. (Or for first time setup, the factory default.)

For the password fields you will never see any previously set values, and typed values are also hidden. You can reveal the password text you have typed by double-clicking (double-tapping) on the password field. You can then double-click (double-tap) a second time to hide the text again. It is recommended to hide the passwords before submitting the configuration form, as browsers are likely to save non-password form values to use them as recommendation.

TODO: you can provide some more description on specific fields you are about to use.

When you are finished providing all the values of your need, please press the Apply button.

Some fields are protected with constraints, and a validation is performed. In case there is an error in the validation of any field none of them are saved. You even need to re-type values for filled-out passwords in this case.

Configuration options

After the first boot, there are some values needs to be set up. These items are maked with * (star) in the list below.

You can set up the following values in the configuration page:

  • Thing name - Please change the name of the device to a name you think describes it the most. It is advised to incorporate a location here in case you are planning to set up multiple devices in the same area. You should only use english letters, and the "_" underscore character. Thus, must not use Space, dots, etc. E.g. lamp_livingroom *
  • AP password - This password is used, when you want to access the device later on. You must provide a password with at least 8, at most 32 characters. You are free to use any characters, further more you are encouraged to pick a password at least 12 characters long containing at least 3 character classes. *
  • WiFi SSID - The name of the WiFi network you want the device to connect to. *
  • WiFi password - The password of the network above. Note, that unsecured passwords are not supported in your protection. *

TODO: add your own configuration here

Note, that in "First boot" mode you are free to save any partial data, but on-line mode will not enter until you have provided all mandatory data.

Connecting to a WiFi network

When you have successfully applied the mandatory configurations, the device will try to connect to the required WiFi network. While connecting, the indicator LED will alter between On/Off in a moderated speed.

If the WiFi connection is successfull, the indicator LED will turn off, and performes rapid blinks with long delays.

If the WiFi connection fails, the device will fall back to Access Point mode. This means, that the device will form its own WiFi network, on what you can connect to, and correct network connection setup.

This time you will see the Thing Name value as the access point name (SSID), and you need to use the AP password you have configured previously.

This also means, that if the configured WiFi network is not available, the device will fall back to Access Point mode, stays there for some seconds (so that you can perform changes if needed), and after some seconds it will retry connecting to the WiFi network.

The Access Point mode is indicated with rapid blinks, where the indicator LED is mostly on. Access Point mode will kept as long as any connection is alive to it. Thus, you need to disconnect from the Access Point for the device to continue its operation.

Second startup and rescue mode

In case you have already set up a WiFi network in the config portal, the device will automatically tries to (re)connect to it. However, when the device boots up it will always starts the Access Point mode as described in previous section.

In case you have lost the password you have configured, you need to enter the rescue mode. To enter the rescue mode, you need to press and hold the button on the device while powering it up. This time you can enter the Access Point provided by the device with the factory-default password, that is smrtThng8266. The rescue mode will not be release until you have connected to the access point, it will be released after you have disconnected from it.

Configuration in connected mode

After the device successfully connected to the configured WiFi network the temporary Access Point is terminated, but you can still connect to the device using its IP address. To determine the IP address of the device, you might want to consult with your WiFi router. (Devices are intented to be access by name as well, but this option is not reliable, thus, it cannot be recommended.)

When you want to access the Config Portal of the device via a WiFi network from your Web Browser, a login page will be displayed, where you need to enter:

  • User name: admin
  • Password: the password you have set up previously as AP Password.

Security notes connecting from WiFi network

While WiFi networks are known to be relatively safe by hiding its trafic from the public, it is not safe between parties connected to the network. And our device does not support secure Web connection.

This means, when enter the configuration page via WiFi network, other parties can monitor your traffic.

Recommendations to avoid compromisation:

  • Try to make your configurations in Access Point mode,
  • Set up a dedicated WiFi network to your IOT devices, where uncertain parties are not allowed to connect.

Blinking codes

Prevoius chapters were mentioned blinking patterns, now here is a table summarize the menaning of the blink codes.

  • Rapid blinking (mostly on, interrupted by short off periods) - Entered Access Point mode. This means the device create an own WiFi network around it. You can connect to the device with your smartphone (or WiFi capable computer).
  • Alternating on/off blinking - Trying to connect the configured WiFi network.
  • Mostly off with occasional short flash - The device is online.

Troubleshooting

I have turned on my device, but it blinks like crazy. What should I do?

  • Diagnose: Your device is not configured.
  • Solution: You need to turn on your smartphone, search for WiFi networks, and connect to testThing. Follow the instruction at Starting up the device at the first time

After I start up the device, the device just blinks as crazy and later chills. But while it is blinking I cannot connect to it. Is this intended?

  • Diagnose: This is an expected behaviour. At startup time you are able connect directly to the device directly via a temporary created access point to perform some configuration changes. (The idea here, is that you can change WiFi setting in case it was changed before trying to connect to it.)

My device is either blinks like crazy, or with an alternating pattern, but eventually it does not stop that. Why is that?

  • Diagnose: Your device cannot connect to the configured WiFi network. Your network setup was changed, you have miss-typed the settings, or the device is out of the network range.
  • Solution: At the time the device rapidly blinks, connect to it with your smartphone and alter the WiFi configuration (SSID and password). If this doesn't help try to provide stronger WiFi signal for the device.

I have forgot the password I have set. What should I do?

  • Solution: Turn off your device. Press and hold the button on the device while powering it up. The device will start up in Access Pont mode, you can connect to this temporary WiFi network with your smartphone using the initial password, that is smrtThng8266, and set up a new password for the device.