Getting Started

Getting Started

This guide will help you configure Asset Intelligence correctly from the start.

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Prerequisites

• Home Assistant installed and running
• Areas configured (rooms)
• Sensors available (temperature, humidity, etc.)

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Step 1: Understand the System (Required)

Before configuring, review:

Concepts → Assets, Labels, and Device Model

Key ideas:

• Assets are devices
• Rooms are Home Assistant Areas
• Labels are managed globally in Home Assistant

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Step 2: Configure Default Labels

Asset Intelligence allows you to define default labels used when creating assets. If defaults are set, they are automatically attached to every new asset you create. A label I use is 'Asset' so that when I look at my device listing, I can filter out my assets from my devices if needed.

These may include:

• Asset types (e.g., tv, artwork, wine)
• Categories (e.g., sensitive, high_value)

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Why This Matters

• Ensures consistency across assets
• Improves filtering and organization
• Enables future automation and advisory scenarios

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Where to Configure

Settings → Integrations → Asset Intelligence → Options

Set:

• Default labels for new assets
• Preferred label suggestions

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Step 3: Configure Document Storage (Required for Documents)

Asset Intelligence supports attaching documents to assets
(e.g., manuals, receipts, photos)

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Requirement

You must configure a connected storage location, such as:

• NAS (recommended)
• Network share (SMB)
• Mounted storage path

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Why External Storage?

• Documents can be large
• Keeps Home Assistant lightweight
• Ensures long-term persistence

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What You Configure

In integration options:

• Storage path
• Access permissions
• Folder structure (if applicable)

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Important

If storage is not configured:

• Document upload features will not function
• No fallback storage is used

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Step 4: Verify Areas

Ensure your rooms exist:

Settings → Areas

Asset Intelligence will automatically use them.

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Step 5: Add Your First Asset

Go to Asset Intelligence → Add Asset

Provide:

• Name
• Area
• Labels (defaults will appear)

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Step 6: Configure a Room Environment

Select a room and assign:

• Temperature sensor
• Humidity sensor
• (Optional) additional sensors

Then define acceptable ranges.

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Step 7: Save and Begin Monitoring

Once configured:

• Assets are created as devices
• Rooms begin evaluating conditions
• System starts building awareness

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What Happens Behind the Scenes

• Assets are created as Home Assistant devices
• Area and label assignments are written directly to HA
• Asset Intelligence stores only:
  • Environment configuration
  • Advisory data
  • Document references

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You're now ready to build an intelligent understanding of your home.