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docs/getting-started/install.md

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1---
2title: Installing HVE-Core
3description: Choose the right installation method for your environment
4author: Microsoft
5ms.date: 2025-12-02
6ms.topic: how-to
7keywords:
8 - installation
9 - setup
10 - github copilot
11 - devcontainer
12 - codespaces
13estimated_reading_time: 5
14---
15
16HVE-Core provides GitHub Copilot customizations (custom agents, instructions, and prompts) that enhance your development workflow. This guide helps you choose the right installation method for your environment.
17
18## Recommended: VS Code Extension ⭐
19
20**For most users**, the simplest method is to install directly from the VS Code Marketplace:
21
22```text
23VS Code → Extensions → Search "HVE Core" → Install
24```
25
26**Or visit:** [HVE Core on Marketplace](https://marketplace.visualstudio.com/items?itemName=ise-hve-essentials.hve-core)
27
28**Why choose the extension:**
29
30* ✅ Zero configuration required
31* ✅ Automatic updates via VS Code
32* ✅ Works everywhere (local, devcontainers, Codespaces)
33* ✅ No project files needed
34* ✅ Instant availability
35
36**When to use alternatives:**
37
38* ❌ You need to customize components → Use custom installation methods below
39* ❌ Team needs version control → Use [Submodule](methods/submodule.md)
40* ❌ Contributing to HVE-Core → Use [Peer Clone](methods/peer-clone.md)
41
42See [Extension Installation Guide](methods/extension.md) for complete documentation.
43
44## Custom Installation Methods
45
46If you need customization or version control of HVE-Core, choose from the methods below.
47
48## Quick Start
49
50> **Starter prompt:** "Help me choose how to install this library"
51
52Open 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.
53
54## Help Me Choose
55
56Answer these questions to find your recommended installation method:
57
581. **What's your development environment?**
59 * Local VS Code (no devcontainer)
60 * Local devcontainer (Docker Desktop)
61 * GitHub Codespaces
62 * Both local and Codespaces
63
642. **Solo or team development?**
65 * Solo: Just you, no version control of HVE-Core needed
66 * Team: Multiple people, need reproducible setup
67
683. **Update preference?**
69 * Auto: Always get latest HVE-Core
70 * Controlled: Pin to specific version, update explicitly
71
72### Decision Matrix
73
74| Environment | Team | Updates | Recommended Method |
75|---------------------------|------|------------|-----------------------------------------------|
76| **Any** (simplest) | Any | Auto | [VS Code Extension](methods/extension.md) ⭐ |
77| Local (no container) | Solo | Manual | [Peer Directory Clone](methods/peer-clone.md) |
78| Local (no container) | Team | Controlled | [Submodule](methods/submodule.md) |
79| Local devcontainer | Solo | Auto | [Git-Ignored Folder](methods/git-ignored.md) |
80| Local devcontainer | Team | Controlled | [Submodule](methods/submodule.md) |
81| Codespaces only | Solo | Auto | [GitHub Codespaces](methods/codespaces.md) |
82| Codespaces only | Team | Controlled | [Submodule](methods/submodule.md) |
83| Both local + Codespaces | Any | Any | [Multi-Root Workspace](methods/multi-root.md) |
84| Advanced (shared install) | Solo | Auto | [Mounted Directory](methods/mounted.md) |
85
86⭐ **VS Code Extension** is the recommended method for most users who don't need customization.
87
88### Quick Decision Tree
89
90```text
91┌─────────────────────────────────────────────────────────────────┐
92│ │
93│ Want the simplest setup? │
94│ └─ Yes ──────────────────────────────► VS Code Extension ⭐ │
95│ │
96│ Need to customize HVE-Core? │
97│ ├─ Local VS Code only ──────────────► Peer Directory Clone │
98│ ├─ Local devcontainer only ─────────► Git-Ignored Folder │
99│ ├─ Codespaces only ─────────────────► GitHub Codespaces │
100│ └─ Both local + Codespaces ─────────► Multi-Root Workspace │
101│ │
102│ Working in a team? │
103│ └─ Yes, need version control ───────► Submodule │
104│ │
105└─────────────────────────────────────────────────────────────────┘
106```
107
108## Installation Methods
109
110### Simplest Method (Recommended for Most Users)
111
112| Method | Best For | Complexity |
113|---------------------------------------------|----------------------------------|------------|
114| [VS Code Extension](methods/extension.md) ⭐ | Anyone wanting zero-config setup | Minimal |
115
116### Consumer Methods (Customization + Version Control)
117
118These methods are for projects that want to use and potentially customize HVE-Core's components:
119
120| Method | Best For | Complexity |
121|-----------------------------------------------|-------------------------------|------------|
122| [Multi-Root Workspace](methods/multi-root.md) | Any environment, portable | Low |
123| [Submodule](methods/submodule.md) | Teams needing version control | Medium |
124
125### Developer Methods
126
127These methods are for HVE-Core contributors or advanced scenarios:
128
129| Method | Best For | Complexity |
130|-----------------------------------------------|-------------------------------|------------|
131| [Peer Directory Clone](methods/peer-clone.md) | Local VS Code, solo | Low |
132| [Git-Ignored Folder](methods/git-ignored.md) | Local devcontainer, solo | Low |
133| [Mounted Directory](methods/mounted.md) | Advanced devcontainer sharing | High |
134| [GitHub Codespaces](methods/codespaces.md) | Codespaces-only projects | Medium |
135
136## Using the Installer Agent
137
138The `hve-core-installer` agent automates any installation method:
139
1401. Open GitHub Copilot Chat in VS Code (`Ctrl+Alt+I`)
1412. Select `hve-core-installer` from the agent picker
1423. Answer the environment detection questions
1434. The agent executes your chosen method
144
145The agent handles:
146
147* Environment detection (Local VS Code, Devcontainer, Codespaces)
148* Repository cloning or configuration
149* VS Code settings updates
150* Devcontainer configuration
151* Validation of the installation
152
153## Validation
154
155After installation, verify everything works:
156
1571. Open GitHub Copilot Chat (`Ctrl+Alt+I`)
1582. Click the agent picker dropdown
1593. Verify HVE-Core agents appear (task-planner, task-researcher, prompt-builder)
1604. Select an agent and submit a test prompt
161
162Run the installer in validation mode:
163
164> "Validate my HVE-Core installation"
165
166## Post-Installation: Update Your .gitignore
167
168HVE-Core agents 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.
169
170**Add this line to your project's `.gitignore`:**
171
172```text
173.copilot-tracking/
174```
175
176> [!IMPORTANT]
177> 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.
178
179**What gets stored there:**
180
181* Research documents from `task-researcher`
182* Implementation plans from `task-planner`
183* PR review artifacts from `pr-review`
184* Work item planning files for ADO workflows
185* Temporary prompt files used by agents
186
187These artifacts are useful during your workflow session but are ephemeral by design. They help agents maintain context across sessions without polluting your repository history.
188
189## MCP Server Configuration (Optional)
190
191Some HVE-Core agents use MCP (Model Context Protocol) servers to integrate with Azure DevOps, GitHub, or documentation services. These are optional enhancements; agents work without MCP configuration.
192
193If you use agents like `ado-prd-to-wit` or `github-issue-manager`, see [MCP Server Configuration](mcp-configuration.md) for setup instructions. That guide includes:
194
195* Which agents require which MCP servers
196* Complete configuration templates
197* Method-specific placement notes (extension, submodule, Codespaces, etc.)
198* Troubleshooting for common issues
199
200## Next Steps
201
202* [Your First Workflow](first-workflow.md) - Try HVE-Core with a real task
203* [RPI Workflow](../rpi/README.md) - Research, Plan, Implement methodology
204* [Contributing](../contributing/README.md) - Contribute to HVE-Core
205
206---
207
208<!-- markdownlint-disable MD036 -->
209*🤖 Crafted with precision by ✨Copilot following brilliant human instruction,
210then carefully refined by our team of discerning human reviewers.*
211<!-- markdownlint-enable MD036 -->
212