Mastering Geofencing in Home Assistant with Proximity and Presence Detection: An Ultimate Guide
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- Опубликовано: 28 май 2024
- This is the new 2024 version that is fully compatible with the latest Proximity Integration of Home Assistant!
Welcome to this comprehensive tutorial on geofencing in Home Assistant with proximity and presence detection. In this video, we will delve into the concept of geofencing, demonstrate how to set it up, and show you the art of mastering it with proximity and presence detection features available in Home Assistant. Whether you are a seasoned Home Assistant user or new to the platform, understanding geofencing and leveraging its potential can greatly enhance your smart home automation experience. By the end of this tutorial, you will have a solid foundation to utilize the power of geofencing effectively. We will begin by explaining the fundamentals of geofencing, highlighting its significance in creating location-based automations for your home. Geofencing allows your smart devices to detect when family members or individuals enter and exit predefined virtual boundaries, triggering specific actions based on their proximity. Expanding upon this, we will demonstrate step-by-step instructions on configuring geofencing in Home Assistant using GPS-based tracking and various proximity detection methods. Furthermore, we will explore the concept of presence detection in Home Assistant, an essential companion to geofencing. Presence detection enables you to detect whether someone is currently at home or away, opening up countless possibilities for automating your smart devices based on occupancy. Throughout this tutorial, we will guide you through practical examples, showcasing how to set up automations that adjust climate settings, all through the perfect synergy of geofencing and presence detection. Don't miss out on the opportunity to master geofencing with proximity and presence detection in Home Assistant. Unlock the potential of unparalleled automation possibilities and ensure your smart home adapts to your lifestyle seamlessly. Watch this video now to revolutionize your home automation experience!
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00:00:00 Introduction
00:00:54 Exploring the scenarios
00:01:56 Enable remote access for Home Assistant
00:03:04 Assigning tracking devices to people
00:04:10 Installing the proximity Integration
00:05:46 Testing the Proximity Integration
00:06:28 Creating the automation for our use case
#homeassistant #geofencing #presencedetection #proximitydetection #smarthome #automation #tutorial #smarthome #homeautomation 
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⭐ You can download the blueprint that I created for this video at: ko-fi.com/s/c3de227059 ⭐
I have found your tutorials are some of hte best on RUclips. Simple without beign patronising. Aimed at people that want to learn, without treating us like we are idiots. It's really appreciated. This one is no different. Absolutely brilliant and easy to follow, without being too dumbed down :).
Thank you for continuing these tutorials, even when Home Assistant is changing so quickly that they get outdated quickly.
Hi Brendan,
Thank you so much for your kind words. Yes, I really like to help people grow. 🙏🏻
Been thinking about this for a while, so perfect timing that the Proximity integration was updated and you created this very thorough video 👌
I'm glad you like it! 🙏🏻
Another reason to use the person instead of the phone is that you can change the person's tracked devices. So if you get a new phone, you just change that in the person. No need to change automations (Node-RED or native).
Absolutely! Using the person instead of the phone provides so much flexibility when it comes to changing your tracked devices. It saves you the hassle of having to update all your automations. Smart move!
Very nice, thanks a bunch!
I’ve always considered doing this. Thank you for showing how.
Great to hear that it helps!
Thank you so much for sharing this with us.
Thank you for responding to my video. Appreciate it!
Thanks for another great tutorial Ed! You explain everything thoroughly, in an easy to follow format. I always pause/play to follow along using the HA companion app on my phone. Sometimes for testing and review, I'll replicate your automations exactly as you set them up in the visual editor, then go back & edit to add my devices. I like to review the YAML and traces to see what's going on behind the curtain. I've learned a lot from you and I'm still very grateful for the trigger ID tutorial as it's helped me consolidate and reduce the number of automations significantly. Thank you sir! 👏
Hey Scott! Thanks for commenting! I really appreciate comments like this. This keeps me going! 🙏🏻🙏🏻
I use strictly Node Red for my automations, but still I find these videos inspiring.
Thanks. I do not use Node Red. I don't think it's needed because you can do everything with stock automations. But, I get that people like to use Node Red when they are not so technical. Although Node Red can get pretty complicated as well when you create complex automations.
@@SmartHomeJunkie I actually love it and learn JavaScript while utilizing function nodes everywhere. Funny enough, I actually see stock automations being quite the opposite, while NR gives me freedom to write complicated automations.
I was wondering when someone would bring a video out about this! Thanks for this, I’ll probably try out tomorrow
Great! 👍🏻
Another great tutorial - it will improve my existing automation with the towards and departing states.
Awesome!
Great Video, very clearly explained, Thanks, I will surely download the blueprint to support you
Thank you so much for your kind words and support! 🙏🏻🙏🏻🙏🏻
Very well explanation, with creative idea for the automation
Thanks Ed
Thank you Sevag! I'm glad you like it!
Prima weergegeven... top uitleg zoals altijd... ik maak gebruik van Proximity voor het alarm. Werkt perfect.. gaat automatisch aan indien je buiten de zone komt en kom je er weer in dan gaat ie uit. Wel rekening houden met aantal personen. Ik raad iedereen met een Iphone deze automatisering aan..
Goed om te horen. Dank je wel voor je fijne reactie! 🙏🏻
Grats on 400 subs since filming this video :)
Thank you. Let's go for 100K!
Thanks your blueprint was really helpful. Could it be updated to have an option to use presets instead of temperatures? Thanks!
Brilliant video. I was able to get my rules setup the way I wanted. I did a test, I left my house and it turned off my heating. But when I returned to the house, it was still showing my location as away. To get it to update I had to turn location off on my phone and turn it back on. Then it instantly recognised that I was at home and turned my heating back on. I wonder if GPS is spotty in my area?
I must have a look at see if I can set the automation to turn on high accuracy mode while I am away, then turn it off while I am at home. But your video was awesome and really easy to understand and follow. Thank you for your hard work in putting it together.
Thank you for your kind words. As far as I understood from others, some phones refresh not that often. I also use my router as tracking device so that my status will be home as soon as I am connected to WiFi.
@@SmartHomeJunkie Thank you for the very fast response. I should have said I am using OnePlus 11 as my tracker running OS Android 14. One thing I have setup is only use high accuracy mode when my device is connected to my cars Bluetooth. That means I don't have to run high accuracy all the time.
I also have to zones setup home and work. I am currently at home. I have a rule setup for both home and work. I noticed that when I turned off the location and turned it back on, it kicked off the away routine for work as well. I am looking to see if I can edit it so for it to be applicable you have to be at work first, for it to run. If that makes sense!
I like the idea of using router based tracking as a fail safe, so when I am home it turns my heating back on. I am struggling to find a good up to date guide on how to do this. Would you have a guide for using a netgear router?
@@stephenjohnston8460 I'm not sure. I don't own a Netgear router myself
@@SmartHomeJunkie I was able to work out the router based rules and they seem to work well. Thank you so much for your help!
Good job en bedankt voor uw Feed-back
Thanks!!!
Top Video 👍👍👍
Thanks Manfred! 🙏🏻
Thank you. 😎
Thank you for watching and leaving a comment! Your support means the world to me.
Great video! is there a way to use the triggers in a script or helper so that the presence detection can be used in multiple automations, rather than having to create multiple automations with the same triggers?
Yeahhh brilliant matey has my wife contacted you to tell you to make a special tutorial for me telling you how much I have been driving her crazy trying to sort geofencing and Alarmo to work together 🤣 Thanks for this one matey its helped me massively !
Haha! Say hello to your wife from me! 😂😂😂
She said thank the lord you done this guide🤣@@SmartHomeJunkie
Hi Ed, Thanks for another great tutorial.
I'm starting to use the proximity integration to build an automation when I arrive home my Garage Door will open.
But I am facing a little issue, When I walk to the park that is 200m away of my home and going back, my garage door opens... So, is there any condition I can use to prevent the automation to run if I'm very close from home.
One again thanks a lot for your advice
Regards from Mexico!
I'm also using proximity to open my garage door. Not sure if my approach would work for you, but I've added a condition to only perform the action if the tracking device has a bluetooth connection to one of my vehicles. You have to enable BT connection on the companion app then you can find the BT ID and name in the phone entity in HA to use in the script.
The value template is like this:
{{ '00:00:AA:00:00:00 (My Bluetooth Device)' in state_attr('sensor.my_galaxy_phone_bluetooth_connection', 'connected_paired_devices')
or '00:AA:00:00:00:00 (My Other Bluetooth Device)' in state_attr('sensor.my_galaxy_phone_bluetooth_connection', 'connected_paired_devices')}}
Thanks a lot! Unfortunately, I cannot leave the number of thumbs up I would like to. Great explanation of a heating setup that I will adapt for my home assistant. Honestly, I think your home is quite freezing. Nevertheless, I'd rather choose higher temperatures in order to prevent some arguments with my wife. 😉
Haha! Yes, wifes want higher temperatures indeed!
Brilliant. This means i no longer need Life360 or owntracks
Great that it helps!
Bedankt, Ed! Ik heb een vraag over de nachtinstellingen voor de verwarming thuis. Houden jullie de verwarming 's nachts op 18 graden, naar mijn kennis en kunde zou dit wel zo zijn, mits er een andere automatisering mee draait.? Ik heb geprobeerd jouw instructies te volgen om mijn systeem zo in te stellen dat de temperatuur automatisch aangepast wordt wanneer mijn 2 tracking devices aangeven dat we in de zone zijn. Nu wil ik het systeem zo aanpassen dat na 22:30 de verwarming niet meer inschakelt en de temperatuur mag dalen naar 15 graden. Als beide tracking devices de volgende ochtend om 8:00 uur thuis zijn, moet de verwarming weer activeren naar de gewenste temperatuur. Is dit een goede instelling, en heb je misschien nog tips of aanwijzingen hoe dit het beste ingesteld kan worden?
PS blijf zo doorgaan!
Fantastic video and channel. Interestingly, this works perfectly when 'Arriving' and when 'Leaving' but fails to trigger when breaching the 5km threshold when travelling 'Towards' the house. I've tested thoroughly and it does not seem to trigger. No issues with proximity integration. Anyone else experienced similar results?
Is your Home Assistant remotely accessible?
@@SmartHomeJunkie Sure is. I'll test it over the weekend, and monitor the traces.
Great video. But all the entities shown in the proximity integration are 'unknown' in my HA. Do that have anything to do with the fact that I am not using any remote access(clouds) to HA? 😢
You need remote access to use the proximity integration.
i had no idea you could have multiple trigger ID's with the same name
Yeah, you can. Cool isn't it?
I was recently looking through my logs and noticed this. "Error initializing 'Home/Away Heating - Monday/Friday Weekdays Evenings' trigger: In 'numeric_state' condition: entity sensor.home_nearest_direction_of_travel state 'arrived' cannot be processed as a number"
Any ideas on this?
Does each, for example, iOS device need to have a unique naba casa login? or can I install the Home assistant companion app on each device in our family and use my same login on all of them?
You can use the same Nabu Casa login for all the devices that connect to your HA server.
So I have a scenario in my mind that keeps coming back to me since the Proximity was revamped. How difficult would it be to build in a "speed" parameter for the devices as well?
First of all, I start the high-accuracy mode (refresh every 5 sec) while within 500m of my house.
Imagine this - if you are in a car, with the speed the system could figure out, if you are travelling by a car or just returning on foot - and could automatically open a gate for you.
That would be a nice addition. You can calculate the speed yourself if you wish, using an automation that determines the speed based on measuring the difference in distance within, for example, one minute. However, it might still be inaccurate when you are standing still, such as at a traffic light.
@@SmartHomeJunkie true. I could do it as a template sensor but then again, it would be a super nice addition. Already posted a request on GitHub 😉
How do you cover a situation whereby the nearest device is moving further away, however there is another device within range that is moving towards but is not yet the nearest device? In this situation, you would surely want the heating to remain on - is there a way to cater for this without complex building blocks that reference each of the devices individually?
The scenarios in this video cover that. The hearing will be turned off for a short while, but in reality you wouldn't notice a temperature drop I think.
Slimme automatisering! Kijken of dit ook met Node-RED kan. Denk het wel.
Mja, ik gebruik geen Node Red.
I have been using a similar setup but i just created an expanded zone around my house and controll HVAC when somebody is within this zone.
The problem I have is that the approaching velocity is different, someone can be approach by car or on foot. Using one threshold doesn't work becase either you turn on the heat too early or too late. I tried to use the appraching speed sensor from the proximity integration, but that resulted in a ton of false positives as I was just driving atound the neighborhood. Ideally your want to connect ha to your navigation system and when it detects home as a destination calculates the ETA and turns on the heating or cooling accordingly.
Agree, that would be awesome.
I think you can determine the speed after a person enters the radius based on the difference in distance and time in between two measurements, but it still would not be perfect.
A great tutorial as ever! I was fooling around with geofencing, and everything works well with my own phone (a RedmiNote 10), but it doesn't work with my wife's Samsung S21. It only updates every 20 minutes or so, which is too slow to be useful. Do you have any tips?
No idea really. I use an iPhone which works well. I Also use my router as a tracking device to see if someone enters the house or leaves the house bars on if he's connected to my Wi-Fi. That is pretty accurate.
I want to use the proximity sensor to automate my garage door based on my Tesla's location. I think before I can do that safely I need to know two things - when the car is already in the garage and the state of the garage door (open or closed) - these require hardware but that shouldn't be too complicated. One thing I didn't understand was how does HA know (accurately) where "Home" is?
When you set up Home Assistant, the Home location is detected based on your location. You can change this in Settings>System>General>Edit Location.
One other question - how do you track individual devices using the proximity sensor when you only have 1 "Home". For example if add the Tesla location tracker to "Home" what happens if I then add myself and my partner to the proximity sensor. Does it just look for any sensor with nearest direction of travel or distance, because both these values seem to be tied to the "Home" value and not individual people or devices?
I've been using zones to accomplish this, but this is much better. I've been looking for a video with this instruction; thank you. Now, I need to rewrite a few automations.
One question that I’ve yet to figure out. I have two different settings for my home when I leave town for extended periods (I travel a lot) that activates when I enter/approach the airport. However, when I arrive back in town by landing at the airport, I am not entering, leaving, approaching, or departing a zone; I appear there when my telephone turns back on. How does one create an automation/trigger based on that?
Anyone? Anyone?
When you appear, the automation should detect that as well because the state changes at that moment.
I appreciate the time spent in creating this tutorial but I find the example a bit complex to implement. I am still struggling to understand it... 😞
Great tutorial well have to see if a can improve my am i in the pub monitoring
Hahaha, just add the pub as an ignored zone 😉
Tried a few weeks ago something similar, to turn on the outside lights when I get close to home (but using buildin zones). Don't know why it did not work.
I even reinstalled the app so I could give it all permissions, and adjusted it to submit my GPS data every minute.
Just tried to install the Proximity addon, but it won't let me, says something about the configuration.yaml file. I guess it needs to be installed through the browser instead of the app. Will try it later this week. Thanks for the tip!
Okay, let me know if you succeeded. I'm curious what the error in your configuration.yaml is.
I've got the same error. I think the problem is only that we are on an older version of HA. Will check this later some time.
@@vandorhangya Yep, you need HA 2024.2 or higher for this to work.
Thanks @@vandorhangya That was indeed the issue. I was running the second-last version of HA. After installing the update I was able to install Proximity without any errors. Also got the lights working. When I approach home, the outside lights turn On.
it would be nice to add temperature condition...turn on my heater only if the temperature is below to X °C
Yeah, no problem. Just add it to the conditions or create an extra condition in the action. But... Your thermostat won't turn on anyway if the temperature of your room is above the temperature that you are setting in the automation.
If it is a thermostat, the heating won't switch on if you set the temperature higher...
Does this require the Home Assistant cloud to work?
You need remote access yes. Home Assistant Cloud is one of the options to do that.
Like another commenter, I'm getting the error that the integration cannot be installed via the UI. I tried from both Settings -> Devices and by going to the Proximity doc page and clicking 'add integration'. Running 2024.1.6 so not the absolute latest but figured new enough.
You need 2024.2 or later for this.
What if one person arrives home (heating on) just before the other person leaves the radius (heating off)? Would the heating get lowered?
No, it stays on.
it only looks at the nearest person, right?
@@hhorstink Yup
I wish they would make zones able to have inner and outer diameters, like a donut shape.
That would be really difficult to implement imho.
@@SmartHomeJunkie wow, whys that? Seems like give a center point, an inner diameter and an outer diameter, other than that should be the same as far as automations go I think. My location seems to drift quite a bit at times so I had to make my home zone much bigger than I’d like to keep false zone changes. I’m probably not thinking about something right though.
@@waynenocton Ah yes, I thought you meant more of an egg shaped diameter. My mistake.
Do I need a Home Assistant Cloud account for each user?
No, just your HA instance (server)
No, just one for your server.
Bei HA in deutsch heißt die Integration Nähe. Nur so zur Info
We really need polygon ability in zones
We? 🤪
Yess! That would be incredibly useful, I live in a dense city environment and the circles really don't work that well for me...
Dies everyone in your house have a Nabu Casa subscription?
Hope they survive having nabu casa
No, and you only need one subscription for your HA server. So everyone can make use of it.
@GameOver556 Whahahaha
@@SmartHomeJunkie I just add them as non-admin accounts and they can use my subscription?
@@eberger02 The subscription is for your server, not for the people on your server. Everyone on the server makes use of the same subscription.
Now I understand why you're always wearing heavy sweaters. 18° C. Brrrrr!
Hahaha! I'm the ice-king!
And rooms should never be under 16 cause it favors mold.
We keep our house at 18 degrees too @SmartHomeJunkie
@bliblabl8149 Mould is a result of high humidity and poor ventilation, not temperature.
@@daveforrester61 Yeah, it saves some energy costs.
Home assistant has become a bit like a baby needing attention 24/7 constant care and bottle feeding, core and other updates every couple of days. I hope the child grows up soon. 😉
Not to be too sensitive, I need to say that - as a person who has lost too many dear friends and a few family to drug addiction and abuse - I hate the name "smart home junkie." I get that "junkie" is a term that's used far and wide to describe somebody that really into something, but I bet not by anybody who's paid a high price to addiction. Won't stop me from watching and learning from your stuff, but I think you deserve to know that the channel name wasn't the best possible choice. Carry on.
I'm sorry to hear that.