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SEM Logo

Quick Start Guide

Get Solar Energy Management (SEM) v1.4.7 running in your Home Assistant in about 10 minutes.


Prerequisites

Complete these before installing SEM:

1. Home Assistant Energy Dashboard configured

Go to Settings > Dashboards > Energy. You must have at least a solar production sensor and a grid sensor set up. SEM reads all sensor configuration from here automatically.

2. HACS installed

SEM is distributed through HACS. If you have not installed HACS, follow the HACS installation guide first.

3. No EV charger? That is fine

EV charger setup is optional. SEM works as a monitoring and battery management system without one.


Step 1: Install SEM via HACS

  1. Open HACS in the Home Assistant sidebar.
  2. Go to Integrations.
  3. Click the 3-dot menu in the top-right corner and select Custom repositories.
  4. Enter the URL: https://github.com/traktore-org/sem-community and set the category to Integration. Click Add.
  5. Search for Solar Energy Management and click Download.
  6. When prompted, restart Home Assistant: Settings > System > Restart.

SEM on the HACS page

What you should see: After restart, "Solar Energy Management" appears as an available integration and HACS shows it as installed.


Step 2: Run the Setup Wizard

  1. Go to Settings > Devices & Services.
  2. Click + Add Integration and search for Solar Energy Management.
  3. Select it to open the setup wizard.

The wizard has 3 steps.

Step 2a: User (Observer Mode)

SEM displays a summary of the sensors it found in your Energy Dashboard — solar power, grid power, and battery power. Review them to confirm they look correct.

If you want SEM to monitor only and not control any hardware, enable Observer Mode. You can change this later.

Click Submit.

Step 2b: EV Charger (optional)

If you have an EV charger, select its sensors here:

Field What to select
Connected sensor Binary sensor that shows when the car is plugged in
Charging sensor Binary sensor that shows when charging is active
Power sensor Sensor showing current charging power in watts

Not sure which entities? Go to Developer Tools > States and type your charger brand name in the filter box.

If you have no EV charger, leave the fields empty and click Submit.

Step 2c: Hardware

Setting Default What it means
Battery capacity 10 kWh Your home battery size
Target peak limit 5 kW Maximum grid draw before SEM starts shedding load
Generate dashboard ON Auto-create the SEM dashboard — leave this on

Click Submit.

What you should see: A success message and the integration listed under Devices & Services.

SEM integration detail page


Step 3: Install Required Dashboard Cards

The SEM dashboard requires these HACS frontend cards. Without them, tabs will appear blank or broken.

Go to HACS > Frontend and install each one:

Card Why it is required
mushroom Used for chips, entity cards, and template cards throughout the dashboard
card-mod Applies the glass card styling -- without this, all tabs are blank
apexcharts-card Renders all power and energy charts
sankey-chart Energy flow diagram on the Energy tab
fold-entity-row Collapsible welcome section on the Home tab (optional but recommended)

After installing all cards, hard-refresh your browser: Ctrl+Shift+R (Windows/Linux) or Cmd+Shift+R (Mac).

What you should see: The SEM dashboard entry in the sidebar.


Step 4: Open the Dashboard

Click Solar Energy Management in the Home Assistant sidebar.

SEM Home tab

The dashboard has 7 tabs:

Tab What it shows
Home Live power flow diagram, solar summary, status chips
Energy Daily and historical energy flows and self-consumption
Battery Battery state, charge/discharge charts, SOC trends
EV EV charging session, daily progress, charging history
Control All switches, sliders, and device priority settings
Costs Financial breakdown — savings, feed-in revenue, costs
System Integration health, sensor status, coordinator info

What you should see: Live power values on the Home tab. The illustrated system diagram shows real-time energy flowing between solar panels, inverter, battery, grid, house, and EV charger with animated spark flow paths. The sun tracks its real position on the arc from sunrise to sunset, with golden energy particles flowing from sun to panels during production. Tap any component to open its HA statistics dialog.


Step 5: Verify the Integration is Working

Go to Developer Tools > States and type sem_ in the filter box.

What you should see: 200 or more entities with the sensor.sem_*, switch.sem_*, and number.sem_* prefix — all populated with values, not unavailable.

If sensors show unavailable, check the System tab on the SEM dashboard for diagnostic information.


What SEM Does Automatically

Once installed, SEM runs without manual intervention:

  • Solar surplus appears — EV charging current increases automatically to use it (6–32 A range)
  • Clouds roll in — EV charging reduces or pauses, resumes when surplus returns
  • Battery reaches priority SOC — surplus is redirected to EV charging
  • Evening — solar charging stops; system monitors overnight
  • Night chargingopt-in (off by default); when enabled, grid-charges the EV to your daily-target floor
  • Smart forecast — if tomorrow is sunny, tonight's grid charging is reduced or skipped

The controls that matter most (v1.6.3 — night_charging and smart_night_charging switches replaced by the per-charger Charge mode selector):

Entity Default Purpose
select.sem_charger_<id>_charge_mode Min + Solar Per-charger intent: Solar only / Solar + cheapest hours / Min + Solar / Always (max) / Off. The named mode carries the night-charging and tariff-window intent that used to live on separate switches.
switch.sem_observer_mode OFF Monitor-only, no hardware control

Everything else is automatic.


Language Support

SEM supports 15 languages. The integration follows your Home Assistant language setting automatically. Each user sees the dashboard in their own profile language.

For details, see the Dashboard Guide.


Troubleshooting

The dashboard is blank or shows white tabs

The card-mod HACS card is not installed or not loaded. Install it from HACS > Frontend and hard-refresh your browser (Ctrl+Shift+R).

Some tabs show an error card

A required HACS frontend card from Step 3 is missing. Check each card in the list and install any that are absent.

Sensors show unavailable

SEM reads sensors from your Energy Dashboard. Go to Settings > Dashboards > Energy and confirm your solar and grid sensors are configured and currently reporting values. Then open the SEM System tab and look for any red indicators.

The sidebar entry does not appear after install

Restart Home Assistant again (Settings > System > Restart), then hard-refresh your browser. The sidebar entry is registered on startup.

Energy Dashboard was not configured before installing SEM

Go to Settings > Dashboards > Energy and add your solar and grid sensors. Then go to Settings > Devices & Services > Solar Energy Management, click the 3-dot menu, and select Reconfigure to re-run the setup wizard.


Next Steps

  • Setup Guide — detailed configuration for EV charging strategy, tariffs, notifications, and multi-charger setups
  • Dashboard Guide — all 7 tabs explained, language support, customization options