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docs: add installing and configuring guide for first deployment#329

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mason5052 wants to merge 2 commits into
vxcontrol:mainfrom
mason5052:codex/issue-61-install-config-guide
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docs: add installing and configuring guide for first deployment#329
mason5052 wants to merge 2 commits into
vxcontrol:mainfrom
mason5052:codex/issue-61-install-config-guide

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Summary

Add examples/guides/installation_configuration.md, a concise ordered walkthrough that takes a new user from installation to a configured, verified first run, and link it from the README Quick Start section. Docs only.

Problem

Issue #61 asked for a proper guide on how to start using PentAGI. A first-use guide (How to Use PentAGI After Login) already covers what to do after login. However, the maintainer kept the issue open with:

I left this issue open until the article about installing and configuring the product is published, I will add a comment here once it is published.

The README does contain detailed installer, manual-install, per-provider, and tester sections, but there is no single ordered "install -> configure -> test -> first run" article that threads them together. New users have to assemble that path themselves.

Solution

Add a standalone guide under examples/guides/ (matching the existing worker_node.md / vllm-qwen35-27b-fp8.md convention) that walks through, in order:

  1. Choosing the interactive installer vs manual Docker Compose.
  2. Setting the core server variables (PUBLIC_URL, CORS_ORIGINS, listen IP/port, COOKIE_SIGNING_SALT, DB passwords).
  3. Configuring and testing an LLM provider with ctester.
  4. Configuring and testing the embedding provider with etester.
  5. Optionally configuring search providers.
  6. Optionally enabling Graphiti / Langfuse / observability stacks.
  7. Starting and verifying the stack (logs, ctester/etester/ftester, changing the default admin password).

It ends with a first-run checklist and links forward to the existing post-login usage guide. The guide links to the relevant README reference sections rather than duplicating them, and a single pointer link is added at the top of the README Quick Start section for discoverability.

User Impact

  • New users get one ordered article that connects installation and configuration, addressing the exact gap the maintainer flagged on issue [Enhancement]: Proper guide how to start #61.
  • The guide reuses and links existing reference sections, so it stays small and does not fork the documentation.
  • No behavior change: existing deployments are unaffected.

Test Plan

  • git diff --check clean.
  • Docs-only diff: README.md (+2 lines) and the new examples/guides/installation_configuration.md. No runtime, installer, schema, or env-var changes.
  • Verified all 34 environment variables named in the guide exist in .env.example and/or backend/pkg/config/config.go.
  • Verified the 14 README section anchors the guide links to resolve to real headings (installer, manual install, external networks, per-provider config, ctester/etester/ftester, after-login, web settings coverage).
  • Confirmed the three tester invocations match the README (ctester, etester test, ftester).
  • No unrelated files included.

Refs #61

Issue vxcontrol#61 asked for a proper guide on how to start using PentAGI. A
first-use guide (How to Use PentAGI After Login) already covers what to
do after login, but the maintainer kept the issue open until an article
about installing and configuring the product is published.

Add examples/guides/installation_configuration.md, a concise ordered
walkthrough that connects the existing detailed README sections into a
single path: choose installer vs manual Docker Compose, set core server
variables (PUBLIC_URL, CORS_ORIGINS, security vars), configure and test
an LLM provider with ctester, configure and test the embedding provider
with etester, optionally add search providers and the Graphiti/Langfuse/
observability stacks, then start and verify the stack and change the
default admin password. It ends with a quick checklist and links forward
to the existing post-login usage guide.

The guide links to the relevant README reference sections rather than
duplicating them. A single pointer link is added at the top of the
README Quick Start section for discoverability.

Docs only. No installer behavior, runtime code, env vars, or schema
changes. Every environment variable named in the guide already exists in
.env.example and backend/pkg/config/config.go.
Copilot AI review requested due to automatic review settings June 4, 2026 02:50

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Pull request overview

Note

Copilot was unable to run its full agentic suite in this review.

Adds a concise installation/configuration walkthrough and links it from the README to bridge setup → provider testing → first login.

Changes:

  • Added a new step-by-step guide for installation, core .env settings, provider configuration/testing, and validation steps.
  • Linked the new guide from the README “Quick Start” section.

Reviewed changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated 4 comments.

File Description
examples/guides/installation_configuration.md New end-to-end setup checklist-style guide (install → configure → test → first login).
README.md Adds a pointer to the new guide from Quick Start to improve discoverability.

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Comment thread examples/guides/installation_configuration.md Outdated
Comment thread examples/guides/installation_configuration.md Outdated
Comment thread examples/guides/installation_configuration.md Outdated
Comment thread README.md Outdated
- Use the package-path form for the tester utilities
  (go run ./cmd/ctester, go run ./cmd/etester test) instead of shell
  glob / single-file invocations, which are more portable and avoid the
  multi-file compile pitfall.
- Add -verbose to the container etester example so it matches the local
  example.
- Wrap the new README Quick Start pointer across multiple lines; rendered
  Markdown is unchanged.
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2 participants