nodemcu-firmware/docs/modules/enduser-setup.md

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# enduser setup Module aka Captive Portal aka WiFi Manager
| Since | Origin / Contributor | Maintainer | Source |
| :----- | :-------------------- | :---------- | :------ |
| 2015-09-02 | [Robert Foss](https://github.com/robertfoss) | [Robert Foss](https://github.com/robertfoss) | [enduser_setup.c](../../app/modules/enduser_setup.c)|
This module provides a simple way of configuring ESP8266 chips without using a
serial interface or pre-programming WiFi credentials onto the chip.
After running [`enduser_setup.start()`](#enduser_setupstart), a wireless
network named "NodeMCU_XXXXXX" will start. This prefix can be overridden
in `user_config.h` by defining `ENDUSER_SETUP_AP_SSID` or by supplying the whole SSID to the
`enduser_setup.start` method. Connect to that SSID and captive portal detection on the client
should automatically open the configuration dialog. If not, then
navigate to the root of any website or to 192.168.4.1.
`http://example.com/` will work, but do not use `.local` domains because it
will fail on iOS. A web page similar to the one depicted below will load,
allowing the end user to provide their Wi-Fi credentials.
![enduser setup config dialog](../img/enduser-setup-captive-portal.png "enduser setup config dialog")
After an IP address has been successfully obtained, then this module will stop
as if [`enduser_setup.stop()`](#enduser_setupstop) had been called. There is a
10-second delay before teardown to allow connected clients to obtain a last
status message while the SoftAP is still active.
Alternative HTML can be served by placing a file called `enduser_setup.html` on
the filesystem. Everything needed by the web page must be included in this one
file. This file will be kept in RAM, so keep it as small as possible. The file
can be gzip'd ahead of time to reduce the size (i.e., using `gzip -n` or
`zopfli`), and when served, the End User Setup module will add the appropriate
`Content-Encoding` header to the response.
*Note: If gzipped, the file can also be named `enduser_setup.html.gz` for
semantic purposes. GZIP encoding is determined by the file's contents, not the
filename.*
### Additional configuration parameters
You can also add some additional inputs in the `enduser_setup.html` (as long as
you keep those needed for the WiFi setup). The additional data will be written
in a `eus_params.lua` file in the root filesystem of the ESP8266, which you can
then load in your own code. In this case, the data will be saved as a set of
variables with the name being the input name, and the value being a string
representing what you put in the form.
For instance, if your HTML contains two additional inputs:
```html
<input name=timeout_delay type=text placeholder="Delay in seconds" />
<input name=device_name type=text placeholder="Unique device name" />
```
Then the `eus_params.lua` file will contain the following:
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```lua
-- those wifi_* are the base parameters that are saved anyway
local p = {}
p.wifi_ssid="ssid"
p.wifi_password="password"
-- your own parameters:
p.timeout_delay="xxx"
p.device_name="yyy"
return p
```
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### How to use the eus_params.lua file
Eus channelfix (#1583) Squashed commits included: Bug fixes and final implementation - Added Content-Length: 0 to all headers - Endpoint name checks not using trailing space so cache-busting techniques can be used (i.e., append a nonce to the URL) - Track when connecting so APList scan doesn't take place during (which changes the channel) - More debugging output added to assist in tracking down some issues Added /status.json endpoint for phone apps/XHR to get JSON response Station Status caching for wifi channel workaround + AJAX/CORS - During checkstation poll, cache the last station status - Shut down the station if status = 2,3,4 and channel is different than SoftAP - Add Access-Control-Allow-Origin: * to endpoint responses used by a service - Add a /setwifi GET endpoint for phone apps/XHR to use (same parameters as /update endpoint). Returns a JSON response containing chip id and status code. - Add handler for OPTIONS verb (needed for CORS support) Wi-Fi Channel Issue Workaround - Do a site survey upon startup, set SoftAP channel to the strongest rssi's channel - Compare successful station connect channel to SoftAP's. If different, then defer the Lua success callback to the end. Shut down Station and start the SoftAP back up with original channel. - After the 10 second shutdown timer fires, check to see if success callback was already called. If not, then call it while starting the Station back up. HTTP Response and DNS enhancements - If DNS's UDP buffer fills up, keep going as non-fatal. It's UDP and not guaranteed anyways. I've seen this occur when connecting a PC to the SoftAP and every open program tries to phone home at the same time, overwhelming the EUS DNS server. - Support for detecting/handling pre-gzipped `enduser_setup.html` (and `http_html_backup`) payload. Nice for keeping the size of the `state->http_payload_data` as small as possible (also makes minimization not as critical) - Corrected misuse of HTTP 401 response status (changed one occurrence to 400/Bad Request, and changed another to 405/Method Not Allowed) * Normalized formatting (tabs-to-spaces) * Added documentation * Corrected misuse of strlen for binary (gzip) data. * Added NULL check after malloc
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Simply include the file by using the `dofile` function:
```lua
p = dofile('eus_params.lua')
-- now use the parameters in the Lua table
print("Wifi device_name: " .. p.device_name)
```
Eus channelfix (#1583) Squashed commits included: Bug fixes and final implementation - Added Content-Length: 0 to all headers - Endpoint name checks not using trailing space so cache-busting techniques can be used (i.e., append a nonce to the URL) - Track when connecting so APList scan doesn't take place during (which changes the channel) - More debugging output added to assist in tracking down some issues Added /status.json endpoint for phone apps/XHR to get JSON response Station Status caching for wifi channel workaround + AJAX/CORS - During checkstation poll, cache the last station status - Shut down the station if status = 2,3,4 and channel is different than SoftAP - Add Access-Control-Allow-Origin: * to endpoint responses used by a service - Add a /setwifi GET endpoint for phone apps/XHR to use (same parameters as /update endpoint). Returns a JSON response containing chip id and status code. - Add handler for OPTIONS verb (needed for CORS support) Wi-Fi Channel Issue Workaround - Do a site survey upon startup, set SoftAP channel to the strongest rssi's channel - Compare successful station connect channel to SoftAP's. If different, then defer the Lua success callback to the end. Shut down Station and start the SoftAP back up with original channel. - After the 10 second shutdown timer fires, check to see if success callback was already called. If not, then call it while starting the Station back up. HTTP Response and DNS enhancements - If DNS's UDP buffer fills up, keep going as non-fatal. It's UDP and not guaranteed anyways. I've seen this occur when connecting a PC to the SoftAP and every open program tries to phone home at the same time, overwhelming the EUS DNS server. - Support for detecting/handling pre-gzipped `enduser_setup.html` (and `http_html_backup`) payload. Nice for keeping the size of the `state->http_payload_data` as small as possible (also makes minimization not as critical) - Corrected misuse of HTTP 401 response status (changed one occurrence to 400/Bad Request, and changed another to 405/Method Not Allowed) * Normalized formatting (tabs-to-spaces) * Added documentation * Corrected misuse of strlen for binary (gzip) data. * Added NULL check after malloc
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### HTTP endpoints:
|Path|Method|Description|
|----|------|-----------|
|/|GET|Returns HTML for the web page. Will return the contents of `enduser_setup.html` if it exists on the filesystem, otherwise will return a page embedded into the firmware image.|
|/aplist|GET|Forces the ESP8266 to perform a site survey across all channels, reporting access points that it can find. Return payload is a JSON array: `[{"ssid":"foobar","rssi":-36,"chan":3}]`|
|/status|GET|Returns plaintext status description, used by the web page|
|/status.json|GET|Returns a JSON payload containing the ESP8266's chip id in hexadecimal format and the status code: 0=Idle, 1=Connecting, 2=Wrong Password, 3=Network not Found, 4=Failed, 5=Success|
|/setwifi|POST|HTML form post for setting the WiFi credentials. Expects HTTP content type `application/x-www-form-urlencoded`. Supports sending and storing additinal configuration parameters (as input fields). Returns the same payload as `/status.json` instead of redirecting to `/`. See also: `/update`.|
|/update|GET|Data submission target. Example: `http://example.com/update?wifi_ssid=foobar&wifi_password=CorrectHorseBatteryStaple`. Will redirect to `/` when complete. Note that will NOT update the `eus_params.lua` file i.e. it does NOT support sending arbitrary parameters. See also: `/setwifi`. |
Eus channelfix (#1583) Squashed commits included: Bug fixes and final implementation - Added Content-Length: 0 to all headers - Endpoint name checks not using trailing space so cache-busting techniques can be used (i.e., append a nonce to the URL) - Track when connecting so APList scan doesn't take place during (which changes the channel) - More debugging output added to assist in tracking down some issues Added /status.json endpoint for phone apps/XHR to get JSON response Station Status caching for wifi channel workaround + AJAX/CORS - During checkstation poll, cache the last station status - Shut down the station if status = 2,3,4 and channel is different than SoftAP - Add Access-Control-Allow-Origin: * to endpoint responses used by a service - Add a /setwifi GET endpoint for phone apps/XHR to use (same parameters as /update endpoint). Returns a JSON response containing chip id and status code. - Add handler for OPTIONS verb (needed for CORS support) Wi-Fi Channel Issue Workaround - Do a site survey upon startup, set SoftAP channel to the strongest rssi's channel - Compare successful station connect channel to SoftAP's. If different, then defer the Lua success callback to the end. Shut down Station and start the SoftAP back up with original channel. - After the 10 second shutdown timer fires, check to see if success callback was already called. If not, then call it while starting the Station back up. HTTP Response and DNS enhancements - If DNS's UDP buffer fills up, keep going as non-fatal. It's UDP and not guaranteed anyways. I've seen this occur when connecting a PC to the SoftAP and every open program tries to phone home at the same time, overwhelming the EUS DNS server. - Support for detecting/handling pre-gzipped `enduser_setup.html` (and `http_html_backup`) payload. Nice for keeping the size of the `state->http_payload_data` as small as possible (also makes minimization not as critical) - Corrected misuse of HTTP 401 response status (changed one occurrence to 400/Bad Request, and changed another to 405/Method Not Allowed) * Normalized formatting (tabs-to-spaces) * Added documentation * Corrected misuse of strlen for binary (gzip) data. * Added NULL check after malloc
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Module functions are described below.
Eus channelfix (#1583) Squashed commits included: Bug fixes and final implementation - Added Content-Length: 0 to all headers - Endpoint name checks not using trailing space so cache-busting techniques can be used (i.e., append a nonce to the URL) - Track when connecting so APList scan doesn't take place during (which changes the channel) - More debugging output added to assist in tracking down some issues Added /status.json endpoint for phone apps/XHR to get JSON response Station Status caching for wifi channel workaround + AJAX/CORS - During checkstation poll, cache the last station status - Shut down the station if status = 2,3,4 and channel is different than SoftAP - Add Access-Control-Allow-Origin: * to endpoint responses used by a service - Add a /setwifi GET endpoint for phone apps/XHR to use (same parameters as /update endpoint). Returns a JSON response containing chip id and status code. - Add handler for OPTIONS verb (needed for CORS support) Wi-Fi Channel Issue Workaround - Do a site survey upon startup, set SoftAP channel to the strongest rssi's channel - Compare successful station connect channel to SoftAP's. If different, then defer the Lua success callback to the end. Shut down Station and start the SoftAP back up with original channel. - After the 10 second shutdown timer fires, check to see if success callback was already called. If not, then call it while starting the Station back up. HTTP Response and DNS enhancements - If DNS's UDP buffer fills up, keep going as non-fatal. It's UDP and not guaranteed anyways. I've seen this occur when connecting a PC to the SoftAP and every open program tries to phone home at the same time, overwhelming the EUS DNS server. - Support for detecting/handling pre-gzipped `enduser_setup.html` (and `http_html_backup`) payload. Nice for keeping the size of the `state->http_payload_data` as small as possible (also makes minimization not as critical) - Corrected misuse of HTTP 401 response status (changed one occurrence to 400/Bad Request, and changed another to 405/Method Not Allowed) * Normalized formatting (tabs-to-spaces) * Added documentation * Corrected misuse of strlen for binary (gzip) data. * Added NULL check after malloc
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## enduser_setup.manual()
Controls whether manual AP configuration is used.
By default the `enduser_setup` module automatically configures an open access
point when starting, and stops it when the device has been successfully joined
to a WiFi network. If manual mode has been enabled, neither of this is done.
The device must be manually configured for `wifi.SOFTAP` mode prior to calling
`enduser_setup.start()`. Additionally, the portal is not stopped after the
device has successfully joined to a WiFi network.
#### Syntax
`enduser_setup.manual([on_off])`
#### Parameters
- `on_off` a boolean value indicating whether to use manual mode; if not
given, the function only returns the current setting.
#### Returns
The current setting, true if manual mode is enabled, false if it is not.
#### Example
```lua
wifi.setmode(wifi.STATIONAP)
wifi.ap.config({ssid="MyPersonalSSID", auth=wifi.OPEN})
enduser_setup.manual(true)
enduser_setup.start(
function()
print("Connected to WiFi as:" .. wifi.sta.getip())
end,
function(err, str)
print("enduser_setup: Err #" .. err .. ": " .. str)
end
)
```
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## enduser_setup.start()
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Starts the captive portal.
*Note: Calling start() while EUS is already running is an error, and will result in stop() to be invoked to shut down EUS.*
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#### Syntax
`enduser_setup.start([AP_SSID,] [onConnected()], [onError(err_num, string)], [onDebug(string)])`
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#### Parameters
- `AP_SSID` the (optional) SSID to use for the AP. This defaults to `NodeMCU_<device id>`.
- `onConnected()` callback will be fired when an IP-address has been obtained, just before the enduser_setup module will terminate itself
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- `onError()` callback will be fired if an error is encountered. `err_num` is a number describing the error, and `string` contains a description of the error.
Eus channelfix (#1583) Squashed commits included: Bug fixes and final implementation - Added Content-Length: 0 to all headers - Endpoint name checks not using trailing space so cache-busting techniques can be used (i.e., append a nonce to the URL) - Track when connecting so APList scan doesn't take place during (which changes the channel) - More debugging output added to assist in tracking down some issues Added /status.json endpoint for phone apps/XHR to get JSON response Station Status caching for wifi channel workaround + AJAX/CORS - During checkstation poll, cache the last station status - Shut down the station if status = 2,3,4 and channel is different than SoftAP - Add Access-Control-Allow-Origin: * to endpoint responses used by a service - Add a /setwifi GET endpoint for phone apps/XHR to use (same parameters as /update endpoint). Returns a JSON response containing chip id and status code. - Add handler for OPTIONS verb (needed for CORS support) Wi-Fi Channel Issue Workaround - Do a site survey upon startup, set SoftAP channel to the strongest rssi's channel - Compare successful station connect channel to SoftAP's. If different, then defer the Lua success callback to the end. Shut down Station and start the SoftAP back up with original channel. - After the 10 second shutdown timer fires, check to see if success callback was already called. If not, then call it while starting the Station back up. HTTP Response and DNS enhancements - If DNS's UDP buffer fills up, keep going as non-fatal. It's UDP and not guaranteed anyways. I've seen this occur when connecting a PC to the SoftAP and every open program tries to phone home at the same time, overwhelming the EUS DNS server. - Support for detecting/handling pre-gzipped `enduser_setup.html` (and `http_html_backup`) payload. Nice for keeping the size of the `state->http_payload_data` as small as possible (also makes minimization not as critical) - Corrected misuse of HTTP 401 response status (changed one occurrence to 400/Bad Request, and changed another to 405/Method Not Allowed) * Normalized formatting (tabs-to-spaces) * Added documentation * Corrected misuse of strlen for binary (gzip) data. * Added NULL check after malloc
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- `onDebug()` callback is disabled by default (controlled by `#define ENDUSER_SETUP_DEBUG_ENABLE` in `enduser_setup.c`). It is intended to be used to find internal issues in the module. `string` contains a description of what is going on.
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#### Returns
`nil`
#### Example
```lua
enduser_setup.start(
function()
print("Connected to WiFi as:" .. wifi.sta.getip())
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end,
function(err, str)
print("enduser_setup: Err #" .. err .. ": " .. str)
end,
print -- Lua print function can serve as the debug callback
)
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```
## enduser_setup.stop()
Stops the captive portal.
#### Syntax
`enduser_setup.stop()`
#### Parameters
none
#### Returns
`nil`