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docs/getting-started/install.md

200lines · modepreview

---
title: Installing HVE-Core
description: Choose the right installation method for your environment
author: Microsoft
ms.date: 2025-12-02
ms.topic: how-to
keywords:
  - installation
  - setup
  - github copilot
  - devcontainer
  - codespaces
estimated_reading_time: 5
---

HVE-Core provides GitHub Copilot customizations (chat modes, instructions, and prompts) that enhance your development workflow. This guide helps you choose the right installation method for your environment.

## Recommended: VS Code Extension ⭐

**For most users**, the simplest method is to install directly from the VS Code Marketplace:

```text
VS Code → Extensions → Search "HVE Core" → Install
```

**Or visit:** [HVE Core on Marketplace](https://marketplace.visualstudio.com/items?itemName=ise-hve-essentials.hve-core)

**Why choose the extension:**

* ✅ Zero configuration required
* ✅ Automatic updates via VS Code
* ✅ Works everywhere (local, devcontainers, Codespaces)
* ✅ No project files needed
* ✅ Instant availability

**When to use alternatives:**

* ❌ You need to customize components → Use custom installation methods below
* ❌ Team needs version control → Use [Submodule](methods/submodule.md)
* ❌ Contributing to HVE-Core → Use [Peer Clone](methods/peer-clone.md)

See [Extension Installation Guide](methods/extension.md) for complete documentation.

## Custom Installation Methods

If you need customization or version control of HVE-Core, choose from the methods below.

## Quick Start

> **Starter prompt:** "Help me choose how to install this library"

Open Copilot Chat, select the `hve-core-installer` agent, and use this prompt. The agent will ask three questions about your environment and recommend the best method.

## Help Me Choose

Answer these questions to find your recommended installation method:

1. **What's your development environment?**
   * Local VS Code (no devcontainer)
   * Local devcontainer (Docker Desktop)
   * GitHub Codespaces
   * Both local and Codespaces

2. **Solo or team development?**
   * Solo: Just you, no version control of HVE-Core needed
   * Team: Multiple people, need reproducible setup

3. **Update preference?**
   * Auto: Always get latest HVE-Core
   * Controlled: Pin to specific version, update explicitly

### Decision Matrix

| Environment               | Team | Updates    | Recommended Method                              |
|---------------------------|------|------------|-------------------------------------------------|
| **Any** (simplest)        | Any  | Auto       | [VS Code Extension](methods/extension.md) ⭐     |
| Local (no container)      | Solo | Manual     | [Peer Directory Clone](methods/peer-clone.md)   |
| Local (no container)      | Team | Controlled | [Submodule](methods/submodule.md)               |
| Local devcontainer        | Solo | Auto       | [Git-Ignored Folder](methods/git-ignored.md)    |
| Local devcontainer        | Team | Controlled | [Submodule](methods/submodule.md)               |
| Codespaces only           | Solo | Auto       | [GitHub Codespaces](methods/codespaces.md)        |
| Codespaces only           | Team | Controlled | [Submodule](methods/submodule.md)                 |
| Both local + Codespaces   | Any  | Any        | [Multi-Root Workspace](methods/multi-root.md)     |
| Advanced (shared install) | Solo | Auto       | [Mounted Directory](methods/mounted.md)           |

⭐ **VS Code Extension** is the recommended method for most users who don't need customization.

### Quick Decision Tree

```text
┌─────────────────────────────────────────────────────────────────┐
│                                                                 │
│  Want the simplest setup?                                       │
│  └─ Yes ──────────────────────────────► VS Code Extension ⭐   │
│                                                                 │
│  Need to customize HVE-Core?                                    │
│  ├─ Local VS Code only ──────────────► Peer Directory Clone    │
│  ├─ Local devcontainer only ─────────► Git-Ignored Folder      │
│  ├─ Codespaces only ─────────────────► GitHub Codespaces       │
│  └─ Both local + Codespaces ─────────► Multi-Root Workspace    │
│                                                                 │
│  Working in a team?                                             │
│  └─ Yes, need version control ───────► Submodule               │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘
```

## Installation Methods

### Simplest Method (Recommended for Most Users)

| Method                                        | Best For                           | Complexity |
|-----------------------------------------------|------------------------------------|------------|
| [VS Code Extension](methods/extension.md) ⭐   | Anyone wanting zero-config setup   | Minimal    |

### Consumer Methods (Customization + Version Control)

These methods are for projects that want to use and potentially customize HVE-Core's components:

| Method                                            | Best For                      | Complexity |
|---------------------------------------------------|-------------------------------|------------|
| [Multi-Root Workspace](methods/multi-root.md)     | Any environment, portable     | Low        |
| [Submodule](methods/submodule.md)                 | Teams needing version control | Medium     |

### Developer Methods

These methods are for HVE-Core contributors or advanced scenarios:

| Method                                        | Best For                      | Complexity |
|-----------------------------------------------|-------------------------------|------------|
| [Peer Directory Clone](methods/peer-clone.md) | Local VS Code, solo           | Low        |
| [Git-Ignored Folder](methods/git-ignored.md)  | Local devcontainer, solo      | Low        |
| [Mounted Directory](methods/mounted.md)       | Advanced devcontainer sharing | High       |
| [GitHub Codespaces](methods/codespaces.md)    | Codespaces-only projects      | Medium     |

## Using the Installer Agent

The `hve-core-installer` agent automates any installation method:

1. Open GitHub Copilot Chat in VS Code (`Ctrl+Alt+I`)
2. Select `hve-core-installer` from the agent picker
3. Answer the environment detection questions
4. The agent executes your chosen method

The agent handles:

* Environment detection (Local VS Code, Devcontainer, Codespaces)
* Repository cloning or configuration
* VS Code settings updates
* Devcontainer configuration
* Validation of the installation

## Validation

After installation, verify everything works:

1. Open GitHub Copilot Chat (`Ctrl+Alt+I`)
2. Click the agent picker dropdown
3. Verify HVE-Core agents appear (task-planner, task-researcher, prompt-builder)
4. Select an agent and submit a test prompt

Run the installer in validation mode:

> "Validate my HVE-Core installation"

## Post-Installation: Update Your .gitignore

HVE-Core chatmodes create ephemeral workflow artifacts in a `.copilot-tracking/` folder within your project. These files include research documents, implementation plans, PR review tracking, and other machine-generated content that should typically not be committed to version control.

**Add this line to your project's `.gitignore`:**

```text
.copilot-tracking/
```

> [!IMPORTANT]
> This applies to all installation methods (extension, submodule, peer clone, etc.). The `.copilot-tracking/` folder is created in your project directory, not in HVE-Core itself.

**What gets stored there:**

* Research documents from `task-researcher`
* Implementation plans from `task-planner`
* PR review artifacts from `pr-review`
* Work item planning files for ADO workflows
* Temporary prompt files used by chatmodes

These artifacts are useful during your workflow session but are ephemeral by design. They help chatmodes/custom agents maintain context across sessions without polluting your repository history.

## Next Steps

* [Your First Workflow](first-workflow.md) - Try HVE-Core with a real task
* [RPI Workflow](../rpi/README.md) - Research, Plan, Implement methodology
* [Contributing](../contributing/README.md) - Contribute to HVE-Core

---

<!-- markdownlint-disable MD036 -->
*🤖 Crafted with precision by ✨GitHub Copilot following brilliant human instruction,
then carefully refined by our team of discerning human reviewers.*
<!-- markdownlint-enable MD036 -->