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# Installation
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These instructions assume the software will run on a Raspberry Pi
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computer in conjunction with OctoPrint. It is recommended that a
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Raspberry Pi 2, 3, or 4 computer be used as the host machine (see the
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[FAQ](FAQ.md#can-i-run-klipper-on-something-other-than-a-raspberry-pi-3)
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for other machines).
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## Obtain a Klipper Configuration File
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Most Klipper settings are determined by a "printer configuration file"
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that will be stored on the Raspberry Pi. An appropriate configuration
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file can often be found by looking in the Klipper
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[config directory](../config/) for a file starting with a "printer-"
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prefix that corresponds to the target printer. The Klipper
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configuration file contains technical information about the printer
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that will be needed during the installation.
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If there isn't an appropriate printer configuration file in the
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Klipper config directory then try searching the printer manufacturer's
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website to see if they have an appropriate Klipper configuration file.
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If no configuration file for the printer can be found, but the type of
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printer control board is known, then look for an appropriate
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[config file](../config/) starting with a "generic-" prefix. These
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example printer board files should allow one to successfully complete
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the initial installation, but will require some customization to
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obtain full printer functionality.
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It is also possible to define a new printer configuration from
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scratch. However, this requires significant technical knowledge about
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the printer and its electronics. It is recommended that most users
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start with an appropriate configuration file. If creating a new custom
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printer configuration file, then start with the closest example
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[config file](../config/) and use the Klipper
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[config reference](Config_Reference.md) for further information.
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## Prepping an OS image
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Start by installing [OctoPi](https://github.com/guysoft/OctoPi) on the
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Raspberry Pi computer. Use OctoPi v0.17.0 or later - see the
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[OctoPi releases](https://github.com/guysoft/OctoPi/releases) for
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release information. One should verify that OctoPi boots and that the
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OctoPrint web server works. After connecting to the OctoPrint web
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page, follow the prompt to upgrade OctoPrint to v1.4.2 or later.
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After installing OctoPi and upgrading OctoPrint, it will be necessary
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to ssh into the target machine to run a handful of system commands. If
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using a Linux or MacOS desktop, then the "ssh" software should already
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be installed on the desktop. There are free ssh clients available for
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other desktops (eg,
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[PuTTY](https://www.chiark.greenend.org.uk/~sgtatham/putty/)). Use the
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ssh utility to connect to the Raspberry Pi (ssh pi@octopi -- password
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is "raspberry") and run the following commands:
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```
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git clone https://github.com/Klipper3d/klipper
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./klipper/scripts/install-octopi.sh
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```
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The above will download Klipper, install some system dependencies,
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setup Klipper to run at system startup, and start the Klipper host
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software. It will require an internet connection and it may take a few
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minutes to complete.
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## Building and flashing the micro-controller
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To compile the micro-controller code, start by running these commands
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on the Raspberry Pi:
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```
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cd ~/klipper/
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make menuconfig
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```
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The comments at the top of the
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[printer configuration file](#obtain-a-klipper-configuration-file)
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should describe the settings that need to be set during "make
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menuconfig". Open the file in a web browser or text editor and look
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for these instructions near the top of the file. Once the appropriate
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"menuconfig" settings have been configured, press "Q" to exit, and
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then "Y" to save. Then run:
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```
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make
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```
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If the comments at the top of the
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[printer configuration file](#obtain-a-klipper-configuration-file)
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describe custom steps for "flashing" the final image to the printer
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control board then follow those steps and then proceed to
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[configuring OctoPrint](#configuring-octoprint-to-use-klipper).
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Otherwise, the following steps are often used to "flash" the printer
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control board. First, it is necessary to determine the serial port
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connected to the micro-controller. Run the following:
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```
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ls /dev/serial/by-id/*
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```
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It should report something similar to the following:
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```
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/dev/serial/by-id/usb-1a86_USB2.0-Serial-if00-port0
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```
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It's common for each printer to have its own unique serial port name.
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This unique name will be used when flashing the micro-controller. It's
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possible there may be multiple lines in the above output - if so,
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choose the line corresponding to the micro-controller (see the
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[FAQ](FAQ.md#wheres-my-serial-port) for more information).
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For common micro-controllers, the code can be flashed with something
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similar to:
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```
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sudo service klipper stop
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make flash FLASH_DEVICE=/dev/serial/by-id/usb-1a86_USB2.0-Serial-if00-port0
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sudo service klipper start
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```
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Be sure to update the FLASH_DEVICE with the printer's unique serial
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port name.
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When flashing for the first time, make sure that OctoPrint is not
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connected directly to the printer (from the OctoPrint web page, under
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the "Connection" section, click "Disconnect").
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## Configuring OctoPrint to use Klipper
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The OctoPrint web server needs to be configured to communicate with
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the Klipper host software. Using a web browser, login to the OctoPrint
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web page and then configure the following items:
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Navigate to the Settings tab (the wrench icon at the top of the
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page). Under "Serial Connection" in "Additional serial ports" add
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"/tmp/printer". Then click "Save".
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Enter the Settings tab again and under "Serial Connection" change the
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"Serial Port" setting to "/tmp/printer".
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In the Settings tab, navigate to the "Behavior" sub-tab and select the
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"Cancel any ongoing prints but stay connected to the printer"
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option. Click "Save".
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From the main page, under the "Connection" section (at the top left of
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the page) make sure the "Serial Port" is set to "/tmp/printer" and
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click "Connect". (If "/tmp/printer" is not an available selection then
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try reloading the page.)
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Once connected, navigate to the "Terminal" tab and type "status"
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(without the quotes) into the command entry box and click "Send". The
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terminal window will likely report there is an error opening the
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config file - that means OctoPrint is successfully communicating with
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Klipper. Proceed to the next section.
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## Configuring Klipper
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The next step is to copy the
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[printer configuration file](#obtain-a-klipper-configuration-file) to
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the Raspberry Pi.
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Arguably the easiest way to set the Klipper configuration file is to
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use a desktop editor that supports editing files over the "scp" and/or
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"sftp" protocols. There are freely available tools that support this
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(eg, Notepad++, WinSCP, and Cyberduck). Load the printer config file
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in the editor and then save it as a file named "printer.cfg" in the
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home directory of the pi user (ie, /home/pi/printer.cfg).
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Alternatively, one can also copy and edit the file directly on the
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Raspberry Pi via ssh. That may look something like the following (be
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sure to update the command to use the appropriate printer config
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filename):
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```
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cp ~/klipper/config/example-cartesian.cfg ~/printer.cfg
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nano ~/printer.cfg
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```
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It's common for each printer to have its own unique name for the
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micro-controller. The name may change after flashing Klipper, so rerun
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these steps again even if they were already done when flashing. Run:
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```
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ls /dev/serial/by-id/*
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```
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It should report something similar to the following:
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```
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/dev/serial/by-id/usb-1a86_USB2.0-Serial-if00-port0
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```
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Then update the config file with the unique name. For example, update
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the `[mcu]` section to look something similar to:
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```
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[mcu]
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serial: /dev/serial/by-id/usb-1a86_USB2.0-Serial-if00-port0
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```
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After creating and editing the file it will be necessary to issue a
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"restart" command in the OctoPrint web terminal to load the config. A
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"status" command will report the printer is ready if the Klipper
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config file is successfully read and the micro-controller is
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successfully found and configured.
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When customizing the printer config file, it is not uncommon for
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Klipper to report a configuration error. If an error occurs, make any
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necessary corrections to the printer config file and issue "restart"
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until "status" reports the printer is ready.
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Klipper reports error messages via the OctoPrint terminal tab. The
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"status" command can be used to re-report error messages. The default
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Klipper startup script also places a log in **/tmp/klippy.log** which
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provides more detailed information.
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After Klipper reports that the printer is ready, proceed to the
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[config check document](Config_checks.md) to perform some basic checks
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on the definitions in the config file. See the main
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[documentation reference](Overview.md) for other information.
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