open-notebook/docs/getting-started/quick-start.md
2025-10-20 17:26:16 -03:00

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# Quick Start Guide - Get Open Notebook Running in 5 Minutes
Get up and running with Open Notebook in just a few minutes! This guide will get you from zero to your first AI-powered notebook quickly.
## Prerequisites
Before starting, ensure you have:
1. **Docker Desktop** installed and running
- [Download for Windows/Mac](https://www.docker.com/products/docker-desktop/)
- Linux: `sudo apt install docker.io docker-compose`
2. **OpenAI API Key** (recommended for beginners)
- Go to [OpenAI Platform](https://platform.openai.com/)
- Create account → API Keys → Create new secret key
- Add $5+ credits to your account for API usage
## Single Command Setup
### Step 1: Choose Your Setup Method
Are you installing on:
- **🏠 The same computer** you'll use to access Open Notebook? → Use **Local Setup**
- **🌐 A remote server** (Raspberry Pi, NAS, cloud server, Proxmox)? → Use **Remote Setup**
### Step 2: Create Your Configuration
Create a new folder called `open-notebook` and add these files:
#### For Local Machine (Same Computer):
**docker-compose.yml**:
```yaml
services:
open_notebook:
image: lfnovo/open_notebook:v1-latest-single
ports:
- "8502:8502" # Web UI
- "5055:5055" # API (required!)
env_file:
- ./docker.env
pull_policy: always
volumes:
- ./notebook_data:/app/data
- ./surreal_single_data:/mydata
restart: always
```
**docker.env**:
```env
# Replace YOUR_OPENAI_API_KEY_HERE with your actual API key
OPENAI_API_KEY=YOUR_OPENAI_API_KEY_HERE
# Database connection (required for single-container)
SURREAL_URL="ws://localhost:8000/rpc"
SURREAL_USER="root"
SURREAL_PASSWORD="root"
SURREAL_NAMESPACE="open_notebook"
SURREAL_DATABASE="production"
```
#### For Remote Server:
**docker-compose.yml**:
```yaml
services:
open_notebook:
image: lfnovo/open_notebook:v1-latest-single
ports:
- "8502:8502" # Web UI
- "5055:5055" # API (required!)
env_file:
- ./docker.env
pull_policy: always
volumes:
- ./notebook_data:/app/data
- ./surreal_single_data:/mydata
restart: always
```
**docker.env**:
```env
# Replace YOUR_OPENAI_API_KEY_HERE with your actual API key
OPENAI_API_KEY=YOUR_OPENAI_API_KEY_HERE
# CRITICAL: Replace YOUR_SERVER_IP with your server's actual IP address
# Example: API_URL=http://192.168.1.100:5055
API_URL=http://YOUR_SERVER_IP:5055
# Database connection (required for single-container)
SURREAL_URL="ws://localhost:8000/rpc"
SURREAL_USER="root"
SURREAL_PASSWORD="root"
SURREAL_NAMESPACE="open_notebook"
SURREAL_DATABASE="production"
```
> **⚠️ Finding Your Server IP:**
> On the server running Docker, use:
> - **Linux**: `hostname -I` or `ip addr show`
> - **Windows**: `ipconfig` (look for IPv4 Address)
> - **Mac**: `ifconfig | grep inet`
### Step 3: Start Open Notebook
Open terminal/command prompt in your `open-notebook` folder and run:
```bash
docker compose up -d
```
**That's it!** Open Notebook is now running.
**Access at:**
- **Local setup**: http://localhost:8502
- **Remote setup**: http://YOUR_SERVER_IP:8502 (replace with your actual IP)
## Basic Verification
1. **Check Services**: Visit http://localhost:8502 - you should see the Open Notebook interface
2. **API Health**: Visit http://localhost:5055/docs - you should see the API documentation
3. **No Errors**: Run `docker-compose logs` to ensure no error messages
## Simple Example Workflow
### 1. Configure AI Models
- Click **Models** in the sidebar
- Set these recommended models:
- **Language Model**: `gpt-5-mini`
- **Embedding Model**: `text-embedding-3-small`
- **Text-to-Speech**: `gpt-4o-mini-tts`
- **Speech-to-Text**: `whisper-1`
- Click **Save**
### 2. Create Your First Notebook
- Click **"Create New Notebook"**
- Name: "My Research"
- Description: "Getting started with Open Notebook"
- Click **"Create"**
### 3. Add a Source
- Click **"Add Source"**
- Choose **"Link"** and paste: `https://en.wikipedia.org/wiki/Artificial_intelligence`
- Click **"Add Source"**
- Wait for processing to complete
### 4. Generate Your First Note
- Go to the **Notes** column
- Click **"Create AI Note"**
- Enter prompt: "Summarize the key concepts of artificial intelligence"
- Click **"Generate Note"**
- Watch as AI creates a comprehensive summary!
### 5. Chat with Your Content
- Go to the **Chat** column
- Ask: "What are the main applications of AI mentioned in the source?"
- Get instant answers with citations from your content
## Next Steps
Now that you have Open Notebook running:
### Essential Features to Explore
- **📁 [Content Support](../content-support.md)** - Learn what file types you can add
- **🔍 [Search](../search.md)** - Master full-text and vector search
- **🎙️ [Podcast Generation](../features/podcasts.md)** - Create multi-speaker podcasts from your research
- **⚙️ [Transformations](../features/transformations.md)** - Extract insights and summaries
### Advanced Setup
- **🔧 [Development Setup](../development/)** - Run from source code
- **☁️ [Deployment](../deployment/)** - Deploy to cloud services
- **🤖 [AI Models](../features/ai-models.md)** - Add more AI providers beyond OpenAI
### Getting Help
- **💬 [Discord Community](https://discord.gg/37XJPXfz2w)** - Get help and share ideas
- **📖 [Full Documentation](../user-guide/)** - Complete feature guide
- **🐛 [Report Issues](https://github.com/lfnovo/open-notebook/issues)** - Found a bug?
## Common Issues
### ❌ "Unable to connect to server" Error
**This is the #1 issue!** The frontend can't reach the API.
**Quick Fix Checklist:**
1. **Are you accessing from a different computer than where Docker runs?**
- ✅ Yes → You MUST set `API_URL` in your `docker.env` (see Remote Setup above)
- ❌ No → Skip to step 2
2. **Is port 5055 exposed?**
```bash
docker ps
# Should show both: 0.0.0.0:8502->8502 AND 0.0.0.0:5055->5055
```
- ❌ Missing 5055? Add it to your `docker-compose.yml` ports section
3. **Restart after changes:**
```bash
docker compose down
docker compose up -d
```
**Still not working?** See the [complete troubleshooting guide](../troubleshooting/quick-fixes.md).
### API Key Errors
- Double-check your API key in `docker.env`
- Ensure you have credits in your OpenAI account
- Verify no extra spaces around the key
- Key should start with `sk-`
### Port Already in Use
```bash
docker compose down
docker compose up -d
```
### Container Won't Start
```bash
docker compose down -v
docker compose up -d
```
### Can't Access Interface
- Ensure Docker Desktop is running
- Check firewall isn't blocking ports 8502 and 5055
- Try: `docker compose restart`
## Stopping Open Notebook
To stop:
```bash
docker-compose down
```
To start again:
```bash
docker-compose up -d
```
---
**Congratulations!** You now have Open Notebook running and ready for your research workflow. Start by adding your own documents and see how AI can enhance your note-taking and research process.
**Next recommended read**: [Basic Workflow Guide](../basic-workflow.md) to learn effective research patterns.