Get Started

[中文]

This document is intended to help you set up the software development environment for the hardware based on Espressif ESP32.

After that, a simple example will show you how to use ESP-IDF (Espressif IoT Development Framework) for menu configuration, then how to build and flash firmware onto an ESP32 board.

Note

This is documentation for the master branch (latest version) of ESP-IDF. This version is under continual development. Stable version documentation is available, as well as other ESP-IDF Versions.

Introduction

ESP32 is a system on a chip that integrates the following features:

  • Wi-Fi (2.4 GHz band)
  • Bluetooth 4.2
  • Dual high performance cores
  • Ultra Low Power co-processor
  • Several peripherals

Powered by 40 nm technology, ESP32 provides a robust, highly integrated platform, which helps meet the continuous demands for efficient power usage, compact design, security, high performance, and reliability.

Espressif provides basic hardware and software resources to help application developers realize their ideas using the ESP32 series hardware. The software development framework by Espressif is intended for development of Internet-of-Things (IoT) applications with Wi-Fi, Bluetooth, power management and several other system features.

What You Need

Hardware:

  • An ESP32 board
  • USB cable - USB A / micro USB B
  • Computer running Windows, Linux, or macOS

Software:

  • Toolchain to build the Application for ESP32
  • ESP-IDF that essentially contains API (software libraries and source code) for ESP32 and scripts to operate the Toolchain
  • Text editor to write programs (Projects) in C, e.g., Eclipse
Development of applications for ESP32

Development of applications for ESP32

Development Board Overviews

If you have one of ESP32 development boards listed below, you can click on the link to learn more about its hardware.

Installation Step by Step

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

Step 1. Set up the Toolchain

The toolchain is a set of programs for compiling code and building applications.

The quickest way to start development with ESP32 is by installing a prebuilt toolchain. Pick up your OS below and follow the provided instructions.

windows-logo linux-logo macos-logo
Windows Linux Mac OS

Note

This guide uses the directory ~/esp on Linux and macOS or %userprofile%\esp on Windows as an installation folder for ESP-IDF. You can use any directory, but you will need to adjust paths for the commands respectively. Keep in mind that ESP-IDF does not support spaces in paths.

Depending on your experience and preferences, you may want to customize your environment instead of using a prebuilt toolchain. To set up the system your own way go to Section Customized Setup of Toolchain.

Step 2. Get ESP-IDF

Besides the toolchain, you also need ESP32-specific API (software libraries and source code). They are provided by Espressif in ESP-IDF repository.

To get a local copy of ESP-IDF, navigate to your installation directory and clone the repository with git clone.

Open Terminal, and run the following commands:

cd ~/esp
git clone --recursive https://github.com/espressif/esp-idf.git

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

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

Note

This command will clone the master branch, which has the latest development (“bleeding edge”) version of ESP-IDF. It is fully functional and updated on weekly basis with the most recent features and bugfixes.

Note

GitHub’s “Download zip file” feature does not work with ESP-IDF, a git clone is required. As a fallback, Stable version can be installed without Git.

Note

Do not miss the --recursive option. If you have already cloned ESP-IDF without this option, run another command to get all the submodules:

cd esp-idf
git submodule update --init

Step 3. Set Environment Variables

The toolchain uses the environment variable IDF_PATH to access the ESP-IDF directory. This variable should be set up on your computer, otherwise projects will not build.

These variables can be set temporarily (per session) or permanently. Please follow the instructions specific to Windows , Linux and MacOS in Section Add IDF_PATH to User Profile.

Step 4. Install the Required Python Packages

The python packages required by ESP-IDF are located in IDF_PATH/requirements.txt. You can install them by running:

python -m pip install --user -r $IDF_PATH/requirements.txt

Note

Please check the version of the Python interpreter that you will be using with ESP-IDF. For this, run the command python --version and depending on the result, you might want to use python2, python2.7 or similar instead of just python, e.g.:

python2.7 -m pip install --user -r $IDF_PATH/requirements.txt

Step 5. Start a Project

Now you are ready to prepare your application for ESP32. You can start with get-started/hello_world project from examples directory in IDF.

Copy get-started/hello_world to the ~/esp directory:

Linux and MacOS

cd ~/esp
cp -r $IDF_PATH/examples/get-started/hello_world .

Windows

cd %userprofile%\esp
xcopy /e /i %IDF_PATH%\examples\get-started\hello_world hello_world

There is a range of example projects in the examples directory in ESP-IDF. You can copy any project in the same way as presented above and run it.

It is also possible to build examples in-place, without copying them first.

Important

The esp-idf build system does not support spaces in the paths to either esp-idf or to projects.

Step 6. Connect Your Device

Now connect your ESP32 board to the computer and check under what serial port the board is visible.

Serial ports have the following patterns in their names:

  • Windows: names like COM1
  • Linux: starting with /dev/tty
  • macOS: starting with /dev/cu.

If you are not sure how to check the serial port name, please refer to Establish Serial Connection with ESP32 for full details.

Note

Keep the port name handy as you will need it in the next steps.

Step 7. Configure

Navigate to your hello_world directory from Step 5. Start a Project and run the project configuration utility menuconfig.

Linux and MacOS

cd ~/esp/hello_world
make menuconfig

Windows

cd %userprofile%\esp\hello_world
make menuconfig

If the previous steps have been done correctly, the following menu appears:

Project configuration - Home window

Project configuration - Home window

In the menu, navigate to Serial flasher config > Default serial port to configure the serial port, where project will be loaded to. Confirm selection by pressing enter, save configuration by selecting < Save > and then exit menuconfig by selecting < Exit >.

To navigate and use menuconfig, press the following keys:

  • Arrow keys for navigation
  • Enter to go into a submenu
  • Esc to go up one level or exit
  • ? to see a help screen. Enter key exits the help screen
  • Space, or Y and N keys to enable (Yes) and disable (No) configuration items with checkboxes “[*]
  • ? while highlighting a configuration item to display help about that item
  • / to find configuration items

Note

If you are Arch Linux user, navigate to SDK tool configuration and change the name of Python 2 interpreter from python to python2.

Attention

If you use ESP32-DevKitC board with the ESP32-SOLO-1 module, enable single core mode (CONFIG_FREERTOS_UNICORE) in menuconfig before flashing examples.

Step 8. Build and Flash

Build and flash the project by running:

make flash

This command will compile the application and all ESP-IDF components, then it will generate the bootloader, partition table, and application binaries. After that, these binaries will be flashed onto your ESP32 board.

If there are no issues by the end of the flash process, you will see messages (below) describing progress of the loading process. Then the board will be reset and the “hello_world” application will start up.

esptool.py v2.0-beta2
Flashing binaries to serial port /dev/ttyUSB0 (app at offset 0x10000)...
esptool.py v2.0-beta2
Connecting........___
Uploading stub...
Running stub...
Stub running...
Changing baud rate to 921600
Changed.
Attaching SPI flash...
Configuring flash size...
Auto-detected Flash size: 4MB
Flash params set to 0x0220
Compressed 11616 bytes to 6695...
Wrote 11616 bytes (6695 compressed) at 0x00001000 in 0.1 seconds (effective 920.5 kbit/s)...
Hash of data verified.
Compressed 408096 bytes to 171625...
Wrote 408096 bytes (171625 compressed) at 0x00010000 in 3.9 seconds (effective 847.3 kbit/s)...
Hash of data verified.
Compressed 3072 bytes to 82...
Wrote 3072 bytes (82 compressed) at 0x00008000 in 0.0 seconds (effective 8297.4 kbit/s)...
Hash of data verified.

Leaving...
Hard resetting...

If you’d like to use the Eclipse IDE instead of running make, check out the Eclipse guide.

Step 9. Monitor

To check if “hello_world” is indeed running, type make monitor.

This command launches the IDF Monitor application:

$ make monitor
MONITOR
--- idf_monitor on /dev/ttyUSB0 115200 ---
--- Quit: Ctrl+] | Menu: Ctrl+T | Help: Ctrl+T followed by Ctrl+H ---
ets Jun  8 2016 00:22:57

rst:0x1 (POWERON_RESET),boot:0x13 (SPI_FAST_FLASH_BOOT)
ets Jun  8 2016 00:22:57
...

After startup and diagnostic logs scroll up, you should see “Hello world!” printed out by the application.

...
Hello world!
Restarting in 10 seconds...
I (211) cpu_start: Starting scheduler on APP CPU.
Restarting in 9 seconds...
Restarting in 8 seconds...
Restarting in 7 seconds...

To exit IDF monitor use the shortcut Ctrl+].

If IDF monitor fails shortly after the upload, or if instead of the messages above you see a random garbage similar to what is given below, your board is likely using a 26MHz crystal. Most development board designs use 40MHz, so ESP-IDF uses this frequency as a default value.

e���)(Xn@�y.!��(�PW+)��Hn9a؅/9�!�t5��P�~�k��e�ea�5�jA
~zY��Y(1�,1�� e���)(Xn@�y.!Dr�zY(�jpi�|�+z5Ymvp

If you have such a problem, do the following:

  1. Exit the monitor.
  2. Go back to menuconfig.
  3. Go to Component config –> ESP32-specific –> Main XTAL frequency, then change CONFIG_ESP32_XTAL_FREQ_SEL to 26MHz.
  4. After that, build and flash the application again.

Note

You can combine building, flashing and monitoring into one step by running:

make flash monitor

See also IDF Monitor for handy shortcuts and more details on using IDF monitor.

That’s all that you need to get started with ESP32!

Now you are ready to try some other examples, or go straight to developing your own applications.

Environment Variables

Some environment variables can be specified whilst calling make allowing users to override arguments without the need to reconfigure them using make menuconfig.

Variables Description & Usage
ESPPORT

Overrides the serial port used in flash and monitor.

Examples: make flash ESPPORT=/dev/ttyUSB1, make monitor ESPPORT=COM1

ESPBAUD

Overrides the serial baud rate when flashing the ESP32.

Example: make flash ESPBAUD=9600

MONITORBAUD

Overrides the serial baud rate used when monitoring.

Example: make monitor MONITORBAUD=9600

Note

You can export environment variables (e.g. export ESPPORT=/dev/ttyUSB1). All subsequent calls of make within the same terminal session will use the exported value given that the variable is not simultaneously overridden.

Updating ESP-IDF

You should update ESP-IDF from time to time, as newer versions fix bugs and provide new features. 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 Step 2. Get ESP-IDF.

If downloading to a new path, remember to Add IDF_PATH to User Profile so that the toolchain scripts can find ESP-IDF in its release specific location.

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