rockbox/manual/getting_started/installation.tex

% $Id$ %
\chapter{Installation}\label{sec:installation}

\opt{ipodnano}{
  \note{Rockbox presently runs only on the original Ipod Nano. Rockbox does
  \emph{not} run on the newer, second generation Ipod Nano (the all alumminum
  verion). For information on identifying which Ipod you own, see this page on
  Apple's website: \url{http://www.info.apple.com/kbnum/n61688}
  }
}

\section{Overview}
There are two ways of installing Rockbox: automated and manual. While the
manual way is older, more tested and proven to work correctly, the
automated installation is based on a nice graphical application that does
almost everything that's needed for you. It is still important that you have
an overview of the installation process to be able to select the correct
installation options.

\opt{MASCODEC}{Rockbox itself comes as a single package. There is no need
  to install additional software for running Rockbox.}
\opt{SWCODEC} {
  \opt{HAVE_RB_BL_ON_DISK}{There are three separate components,
    two of which need to be installed in order to run Rockbox.}
  \opt{HAVE_RB_BL_IN_FLASH}{There are two separate components of Rockbox
    that need to be installed in order to run Rockbox.}

\begin{description}
\opt{HAVE_RB_BL_ON_DISK}{
\item[The \playerman{} boot loader.]
  The \playerman{} boot loader is the program that tells your \dap{} how to boot
  and load the remaining firmware from disk. It is also responsible for the
  disk mode on your \dap{}.

  This boot loader is stored in special flash memory in your \playerman{}.
  It is already installed on your \dap{}, so it is never necessary to modify
  this in order to install Rockbox.}

\item[The Rockbox boot loader.] \index{Boot loader}
  \opt{HAVE_RB_BL_ON_DISK}{The Rockbox boot loader is loaded from disk by
  the \playerman{} boot loader. It is responsible for loading the Rockbox
  firmware and for providing the dual boot function. It directly replaces the
  \playerman{} firmware on the \daps{} disk.
  \opt{gigabeat}{\note{Dual boot does not currently work on the gigabeat.}}}

  \opt{HAVE_RB_BL_IN_FLASH}{
  The boot loader is the program that tells your
  \dap{} how to boot and load other components of Rockbox. This is the
  component of Rockbox that is installed to the flash memory of your
  \playerman.}

\item[The Rockbox firmware.]
  \opt{HAVE_RB_BL_IN_FLASH}{Unlike the \playerman{} firmware, which runs
  entirely from flash memory,}
  \opt{HAVE_RB_BL_ON_DISK}{Similar to the \playerman{} firmware,}
  most of the Rockbox code is contained in a
  ``build'' that resides on your \daps{} drive. This makes it easy to
  update Rockbox. The build consists of a directory called
  \fname{.rockbox} containing all of Rockbox' files, which is located in the
  root of your \daps{} drive.

\end{description}
}

\nopt{player} {
    Apart from the required parts there are some addons you might be interested
    in installing too.
    \begin{description}
    \item[Fonts.] Rockbox can load custom fonts. The fonts itself are
        distributed as separate package and thus needs to be installed
        separately. The fonts are not required to run Rockbox itself but
        a lot of themes require the fonts package to be installed.

    \item[Themes.] The view of Rockbox can be customized by themes. Depending
        on your taste you might want to install additional themes to change
        the look of Rockbox.
    \end{description}
}

\section{Prerequisites}\label{sec:prerequisites}
\index{Installation!Prerequisites}
Before installing Rockbox you should make sure you meet the prerequisites.
Also you may need some tools for installation. In most cases these will be
already available on your computer but if not you need to get some additional
software.

\begin{description}
\item[USB connection.] To transfer Rockbox to your \dap{} you need to
  connect it to your computer. To proceed you need to know where to access the
  \dap{}. On Windows this means you need to figure out the drive letter
  associated with the device. On Linux you need to know the mount point of
  your \dap{}.

  \opt{ipod}{
    Your \dap{} should enter disk mode automatically when connected to a
    computer via USB. If your computer does not recognise your \dap{}, you may
    need to enter the disk mode manually. Disconnect your \dap{} from the
    computer. Reset the \dap{} by pressing and holding the \ButtonMenu{} and
    \ButtonSelect{} buttons simultaneously. As soon as the \dap{} resets, press
    and hold the \ButtonSelect{} and \ButtonPlay{} buttons simultaneously. Your
    \dap{} should enter disk mode, and you can try reconnecting to the computer.
  }

  \opt{ipod3g,ipod4g,ipodcolor,ipodmini}{
    \note{\index{Firewire}Firewire detection is not supported in Rockbox at 
    the moment. Please use USB only.} 
  }
\end{description}
For manual installation and customization additional software is required.
\begin{description}
\item[ZIP utility.]\index{zip}
  Rockbox is distributed as an archive using the
  \fname{.zip} format. Thus you need a tool to handle that compressed
  format. Usually your computer should have a tool installed that can
  handle the \fname{.zip} file format. Windows XP has built-in support for
  \fname{.zip} files and presents them to you as directories unless you have
  installed a third party program that handles compressed files. For
  other operating systems this may vary. If the \fname{.zip} file format
  is not recognised on your computer you can find a program to handle them
  at \url{http://www.info-zip.org/} or \url{http://sevenzip.sf.net/} which
  can be downloaded and used free of charge.
\item[Text editor.] As you will see in the following chapters, Rockbox is
  highly configurable. In addition to saving configurations within Rockbox,
  Rockbox also allows you to create customised configuration files. If you
  would like to edit custom configuration files on your computer, you will
  need a text editor like Windows' ``Wordpad''.
\end{description}

\opt{ipod}{
  \note{In addition to the requirements described above, Rockbox only works on
  Ipods formatted with the FAT32 filesystem (i.e., Ipods initialized by iTunes
  for Windows). It does not work with the HFS+ filesystem (i.e. Ipods
  initialized by iTunes for the Mac). More information and instructions for
  converting an Ipod to FAT32 can be found on the
  \wikilink{IpodConversionToFAT32} wiki
  page on the Rockbox website.  Note that after conversion, you can still use
  a FAT32 Ipod on a Mac.
  }
}

\section{Installing Rockbox}\label{sec:installing_rockbox}\index{Installation}
\subsection{Automated Installation}
To automatically install Rockbox download the official installer and
housekeeping tool \textsc{Rockbox Utility}. It allows you to
\begin{itemize}
\item Automatically install all needed components for using Rockbox
        (``Small Installation'')
\item Automatically install all suggested components (``Full Installation'')
\item Selectively install any of all available parts of Rockbox
\item Install additional themes interactively
\item Install voice files and generate talk clips
\item Uninstall all components you installed using Rockbox Utility
\end{itemize}
Prebuilt binaries for Windows, Linux and MacOS~X are
available from \download{rbutil/}. As Rockbox Utility is still under
development more information including up-to-date download links can be
found at \wikilink{RockboxUtility}.

\warn{Upon the first start of Rockbox Utility you \emph{need} to set at least
the correct player and mountpoint in the configuration dialog. Autodetection
can detect most player types. If autodetection failed or was unable to detect
the mountpoint make sure to enter the correct values. The mountpoint indicates
the location of the \dap{} in your filesystem. On Windows, this is the drive
letter the \dap{} gets assigned, on other systems this is a path in the
filesystem.}
\opt{ipodvideo}{\warn{Autodetection is unable to distinguish between the
        \playerman{} 30~GB and 60~GB / 80~GB models and defaults to the
        30~GB model. This will usually work but you might want to check the
        detected value, especially if you experience problems with Rockbox.}}

\note{Rockbox Utility currently lacks some guiding messages. Please have a
        look at the manual installation instructions if you're stuck
        during installation.}

\subsection{Manual Installation}

\subsubsection{Choosing a Rockbox version}\label{sec:choosing_version}

There are three different types of firmware binaries from the Rockbox website:
\label{Version}
Release version, current build and daily build. You need to decide which one
you want to install and get the version for your \dap{}.

\begin{description}

\item[Release.]
  \opt{archos}{The release version is the latest stable release, free
      of known critical bugs. The current stable release of Rockbox, version
      2.5, is available at \url{http://www.rockbox.org/download/}.
  }
  \opt{SWCODEC}{
      There has not yet been a stable release for the \playername{}. Until
      there is a stable release for \playername{}, use a current build.
  }

\item[Current Build.] The current build is built at each source code change to
  the Rockbox SVN repository, and represent the current state of Rockbox
  development. This means that the build could contain bugs, but is most of
  the time safe to use. You can download the current build from  
  \url{http://build.rockbox.org/}.

\item[Archived Build.] In addition to the release version and the current build,
  there is also an archive of daily builds available for download. These are
  built once a day from the latest source code in the SVN repository. You can
  download archived builds from \url{http://www.rockbox.org/daily.shtml}.

\end{description}


Because current builds and daily builds are development versions which change
frequently, they may behave differently than described in this manual, or
they may introduce new (and maybe annoying) bugs. If you do not want to get
undefined behaviour from your \dap{} you should really stick to the current
stable release, if there is one for your \dap{}. If you want to help the
project development, you can try development builds and help by reporting
bugs. Just be aware that these are development builds that are highly
functional, but not perfect!

\subsubsection{Installing the firmware}\label{sec:installing_firmware}

\opt{sansa}{\warn{The following steps require you to change the setting in
  \setting{Settings $\rightarrow$ USB Mode} to \setting{MSC} from within the
  original firmware. Never extract files to your \dap{} while it is in
  recovery mode.}}
\opt{h10,h10_5gb}{\warn{The following steps require you to use UMS mode and so
  may require use of the UMS trick as described in the bootloader installation
  section.}}
\opt{gigabeat}{\warn{During installation, do not connect your \dap{}
  using the cradle but plug the USB cable directly to the \dap{}.}}
\opt{ipodvideo}{\warn{There are separate versions of Rockbox for the 30GB and 
  60GB/80GB models.  You must ensure you download the correct version for your 
  \dap{}.}}

\begin{enumerate}

\item Download your chosen version of Rockbox from the links in the
  previous section.

\item Connect your \dap{} to the computer via USB
  \opt{ipod3g,ipod4g,ipodmini,ipodcolor}{ or Firewire} as described in
  the manual that came with your \dap{}.

\item Take the file that you downloaded above, and use the ``Extract
  all'' command of your unzip program to extract the files in the
  \fname{.zip} file onto your \dap{}.

Note that the entire contents of the \fname{.zip} file should be
extracted directly to the root of your \daps{} drive. Do not try to
create a separate directory on your \dap{} for the Rockbox
files! The \fname{.zip} file already contains the internal
structure that Rockbox needs.

\end{enumerate}

\opt{archos}{
  \note{
    If the contents of the \fname{.zip} file are extracted correctly, you will
    have a file called \fname{\firmwarefilename} in the main directory of your
    \daps{} drive, and also a directory called \fname{/.rockbox}, which contains a
    number of other directories and system files needed by Rockbox. If you receive a
     ``-1'' error when you start Rockbox, you have not extracted the contents of
    the \fname{.zip} file to the proper location.
  }
}

% This has nothing to do with swcodec, just that these players need our own
% bootloader so we can decide where we want the main binary.
\opt{SWCODEC}{
  \note{
    If the contents of the \fname{.zip} file are extracted correctly, you will
    have a directory called \fname{/.rockbox}, which contains all the files needed
    by Rockbox, in the main directory of your \daps{} drive. If you receive a
    ``-1'' error when you start Rockbox, you have not extracted the contents of
    the \fname{.zip} file to the proper location.
  }
}

\nopt{player}{
  \subsubsection{Installing the fonts package}{\index{Installation!Fonts}\label{sec:installing_fonts}
    Rockbox has a fonts package that is available at
    \url{http://www.rockbox.org/daily.shtml} or from the \emph{extras} link in
    the menu on the Rockbox website. While the current builds and
    daily builds change frequently, the fonts package rarely changes. Thus,
    the fonts package is not included in these builds. (The release version, on
    the other hand, does not change, so fonts are included when you download a
    release). When installing Rockbox for the first time, you should install
    the fonts package.

  \begin{enumerate}

  \item Download the fonts package from the link above.

  \item Take the file that you downloaded above, and use the ``Extract
    all'' command of your unzip program to extract the files in the
    \fname{.zip} file onto your \dap{}. As with the firmware installation, the
    entire contents of the fonts \fname{.zip} should be extracted directly to the
    root of your \daps{} drive. Do not try to create a separate directory
    on your \dap{} for the fonts! The \fname{.zip} already contains the
    correct internal structure.

  \end{enumerate}
  }
}

\opt{SWCODEC}{
  \subsubsection{Installing the boot loader}
  \opt{h1xx,h300}{\input{getting_started/iriver_install.tex}}
  \opt{ipod}{\input{getting_started/ipod_install.tex}}
  \opt{m5,x5}{\input{getting_started/iaudio_install.tex}}
  \opt{h10,h10_5gb}{\input{getting_started/h10_install.tex}}
  \opt{gigabeat}{\input{getting_started/gigabeat_install.tex}}
  \opt{sansa}{\input{getting_started/sansa_install.tex}}
}

\subsection{Enabling Speech Support (optional)}\label{sec:enabling_speech_support}
\index{Speech}\index{Installation!Optional Steps}
If you wish to use speech support you will also need a voice file, english ones
are available from \url{http://www.rockbox.org/daily.shtml}. Download the
``voice'' for your player, rename it to \fname{english.voice}, copy it
into the \fname{langs} directory which is inside the \fname{/.rockbox} directory on
your \dap{} and reboot. Voice menus are turned on by default. See
\reference{ref:Voiceconfiguration} for details on voice settings.

\section{Running Rockbox}
Remove your \dap{} from the computer's USB port. %
\nopt{ipod,e200}{Unplug any connected power supply and turn the unit off. When
you next turn the unit on, Rockbox should load. }%
\opt{ipod}{Rebooting the Ipod by holding
  \opt{IPOD_4G_PAD}{\ButtonMenu{}+\ButtonSelect{}}%
  \opt{IPOD_3G_PAD}{\ButtonMenu{}+\ButtonPlay{}}
  for a couple of seconds until the \dap{} reboots. Now Rockbox should load.
} %
\opt{e200}{Your e200 will automatically reboot and Rockbox should load. }%
When you see the Rockbox splash screen, Rockbox is loaded and ready for
use.

\opt{ipod}{
  \note{
    Rockbox starts in the \setting{File Browser}. If you have loaded music onto
    your player using Itunes, you will not be able to see your music because
    Itunes changes your files' names and hides them in directories in the
    \fname{Ipod\_Control} directory. You can view files placed on your \dap{} by
    Itunes by initializing and using Rockbox's database. See
    \reference{ref:database} for more information.
  }
}

\section{Updating Rockbox}
Updating Rockbox is easy even if you don't use the Rockbox Utility.
Download a Rockbox build.
(The latest release of the Rockbox software will always be available from
\url{http://www.rockbox.org/download/}). Unzip the build to the root directory
of your \dap{} like you did in the installation step before. If your unzip
program asks you whether to overwrite files, choose the ``Yes to all'' option.
The new build will be installed over your current build.

\note{If you use Rockbox Utility be aware that it can not detect manually
        installed components.}

\section{Uninstalling Rockbox}\index{Installation!uninstall}
\subsection{Automatic Uninstallation}
You can uninstall Rockbox automatically by using Rockbox Utility. If you
installed Rockbox manually you can still use Rockbox Utility for uninstallation
but won't be able to do this selectively.

\opt{h1xx,h300}{\note{Rockbox Utility can't uninstall the bootloader due to
the fact that it requires a flashing procedure. To uninstall the bootloader
completely follow the manual uninstallation instructions below.}}

\subsection{Manual Uninstallation}
\opt{archos}{
  If you would like to go back to using the original \playerman{} software,
  connect the \dap{} to your computer, and delete the
  \fname{\firmwarefilename} file.
}
\nopt{gigabeat,m5,x5,archos}
  {
  \note{The Rockbox bootloader can start the original firmware on your \dap.
  (See \reference{ref:Dualboot} for more information.)}}

\opt{h10,h10_5gb}{
  If you would like to go back to using the original \playerman{} software,
  connect the \dap{} to your computer, and delete the
  \opt{h10}{\fname{H10\_20GC.mi4}}\opt{h10_5gb}{\fname{H10.mi4}} file and rename
  \fname{OF.mi4} to \opt{h10}{\fname{H10\_20GC.mi4}}\opt{h10_5gb}{\fname{H10.mi4}}
  in the \fname{System} directory on your \playertype{}. As in the installation,
  it may be necessary to first put your device into UMS mode.
}

\opt{e200}{
  If you would like to go back to using the original \playerman{} software,
  connect the \dap{} to your computer, and follow the instructions to install
  the bootloader, but when prompted by sansapatcher, enter 'u' for uninstall,
  instead of 'i' for install. As in the installation, it may be necessary to
  first put your device into UMS mode.
}

\optv{ipod}{
  If you would like to go back to using the original \playerman{} software,
  connect the \dap{} to your computer, and follow the instructions to install
  the bootloader, but when prompted by ipodpatcher, enter 'u' for uninstall,
  instead of 'i' for install.
}

\opt{m5,x5}{
  If you would like to go back to using the original \playerman{} software,
  connect the \dap{} to your computer, download the original \playername{}
  firmware from the \playerman{} website. And copy it to the \fname{FIRMWARE}
  directory on your \playername{}. Turn off the \dap{}, remove the USB cable
  and insert the charger. The original firmware will automatically be flashed.
}

\opt{h1xx,h300}{
  \note{
    If you want to remove the Rockbox bootloader, simply flash an unpatched
    \playerman{} firmware. Be aware that doing so will also remove the boot
    loader USB mode. As that mode can come in quite handy (especially when
    having disk errors) it is recommended to keep the boot loader. It also
    gives you the possibility of trying Rockbox anytime later by simply
    installing the distribution files.
    \opt{h1xx}{
      The Rockbox bootlaoder will automatically start the original firmware if
      the \fname{.rockbox} directory has been deleted.
    }%
    \opt{h300}{%
      Although if you retain the Rockbox boot loader, you will need to hold the
      \ButtonRec{} button each time you want to start the original firmware.
    }
  }
}

If you wish to clean up your disk, you may also wish to delete the
\fname{.rockbox} directory and its contents.
\nopt{m5,x5}{Turn the \playerman{} off.
  Turn the \dap{} back on and the original \playerman{} software will load.
}