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docs: add comprehensive INSTALL.md guide#262

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ZaynJarvis wants to merge 10 commits intovolcengine:mainfrom
ZaynJarvis:docs/installation-guide
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docs: add comprehensive INSTALL.md guide#262
ZaynJarvis wants to merge 10 commits intovolcengine:mainfrom
ZaynJarvis:docs/installation-guide

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@ZaynJarvis ZaynJarvis commented Feb 23, 2026

Summary

Adds a comprehensive installation guide at the root of the repository to help both humans and agents quickly set up and verify their OpenViking installation.

What's Included

Installation Instructions

  • Python Package: pip install openviking with verification steps
  • Rust CLI: Quick install script and cargo install options

Configuration

  • Server config (ov.conf): Minimal and full configuration templates
  • CLI config (ovcli.conf): Connection settings for the ov CLI
  • Environment variable setup for both configs

Verification

  • Python package verification commands
  • Server startup and health check verification
  • CLI connectivity tests
  • Full integration test example

Example Skills

  • Overview of the three example skills in examples/skills/:
    • adding-memory (ovm trigger)
    • adding-resource (ovr trigger)
    • searching-context (ovs trigger)
  • Reference to examples/skills/tests.md for test cases

Troubleshooting

Common issues and solutions for:

  • Import errors
  • Connection problems
  • API key errors
  • Embedding model configuration
  • CLI PATH issues

Why This Helps

  1. For Humans: Single source of truth for installation steps
  2. For Agents: Clear, structured instructions that can be followed programmatically
  3. Verification: Each component has explicit verification steps
  4. Discoverability: Located at root level for immediate visibility

Add installation guide covering:
- Python package installation and verification
- Rust CLI (ov) installation options
- Server configuration (ov.conf) with examples
- CLI configuration (ovcli.conf) setup
- Step-by-step verification for each component
- Example skills overview (adding-memory, adding-resource, searching-context)
- Troubleshooting section for common issues

This guide helps both humans and agents quickly set up and verify
their OpenViking installation.
Major updates to installation guide:
- Emphasize ov CLI is REQUIRED (not optional) for fast skill execution
- Emphasize server mode is REQUIRED for skills (faster performance)
- Add architecture diagram showing multi-client deployment
- Add hint that server can run anywhere (cloud, VM, container, local)
- Skills moved to Step 3 (core component, not just examples)
- Detailed skill descriptions: adding-memory, adding-resource, searching-context
- Include trigger keywords (ovm, ovr, ovs) and what each skill does
- Add multi-client deployment options table
- Reorder: Installation → Skills → Config → Running → Verification → Troubleshooting
- Add skill functionality verification section
- Add Step 1: Install uv with instructions for macOS/Linux/Windows
- Update expected version numbers: openviking 0.1.18, ov 0.1.0
- Add workspace field to full configuration template
- Add OPENVIKING_CONFIG_DIR as alternative config method
- Expand skills section with usage guide and chat trigger examples
- Show how ovm/ovr/ovs keywords trigger skills during chat
- Remove pip as an alternative - uv is now the one and only way
- Emphasize uv automatically manages virtual environments
- Update all commands to use uv (uv pip install, uv run python, etc.)
- Remove 'recommended' qualifiers - uv is required, not optional
Major restructuring for clarity:

INSTALLATION.md (Quick Guide):
- Focus only on essential steps to get skills running
- Use uv tool install for clean, standalone installation
- Include nohup command for background server execution
- Simple 6-step process: uv -> server -> ov CLI -> config -> start -> skills
- Add skill usage examples with ovm/ovr/ovs keywords
- Quick test section for immediate verification
- Reference advanced guide for detailed options

INSTALLATION_ADVANCED.md (New):
- Full configuration reference with all fields
- Alternative installation methods (pip, dev, manual venv)
- Cloud deployment guides (Volcengine ECS, AWS/GCP/Azure)
- Docker and Kubernetes examples
- Multiple model provider configs (OpenAI, Anthropic, vLLM)
- Authentication, security, HTTPS setup
- Systemd service configuration
- Performance tuning and troubleshooting
@ZaynJarvis ZaynJarvis marked this pull request as ready for review February 24, 2026 01:21
@ZaynJarvis ZaynJarvis marked this pull request as draft February 24, 2026 01:46
@ZaynJarvis ZaynJarvis changed the title docs: add comprehensive INSTALLATION.md guide docs: add comprehensive INSTALL.md guide Feb 24, 2026
- Rename INSTALLATION.md → INSTALL.md
- Rename INSTALLATION_ADVANCED.md → INSTALL_ADVANCED.md
- Simplify README installation section to point to INSTALL.md
- Add 'Building from Source' section to INSTALL_ADVANCED.md with Go/AGFS details
- Remove build-from-source details from quick install guide
- Remove unsupported storage.workspace field
- Use working storage.vectordb/agfs.backend format
- Add note about data directory location
@ZaynJarvis ZaynJarvis force-pushed the docs/installation-guide branch 3 times, most recently from 8cd533f to 2ddf242 Compare February 25, 2026 11:11
…anges

- Guide users to say 'remember this' and similar phrases
- Keep keyword triggers in skill files for agent detection
- Change default ports to 11933 (server) and 11944 (agfs)
- Remove export OPENVIKING_CONFIG_DIR since default is ~/.openviking
- Support OpenClaw, Claude Code, and other agents in skills section
- Move Rust CLI build instructions to advanced doc
- Fix data dir note to reference storage.workspace
- Remove migration guide from advanced doc
@ZaynJarvis ZaynJarvis force-pushed the docs/installation-guide branch from 2ddf242 to ed6e612 Compare February 25, 2026 11:45
- Default ports: 1933 (server) and 1833 (agfs)
- 11933/11944 mentioned only in port conflict section as alternatives
- Docker/Compose/K8s examples use standard 1933 port
"api_key": "your-api-key",
"api_base": "https://ark.cn-beijing.volces.com/api/v3"
},
"storage": {
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need to add workspace

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@ZaynJarvis ZaynJarvis Feb 28, 2026

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刚看到 readme PR 正准备评论。ov cli 和readme 合入之后会改一版再resolve draft. Readme 减少改动 尽可能不改。会人工 review

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