% $Id: installation.tex 14843 2007-09-24 20:12:17Z bluebrother $ %
\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 web site: \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 for you. It is still important that you have an overview of the installation process to enable you 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{} bootloader is the program that tells your \dap{} how to boot
  and load the 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 takes the place of the
  \playerman{} firmware in the \daps{} boot sequence..
  \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 the Rockbox files. This directory 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 are distributed as a package which 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 appearance of Rockbox can be customized with 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.
You may also 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. For manual installation/uninstallation, or should autodetection fail during automatic installation, you need to know where to access the
  \dap{}. On Windows this means you need to figure out the drive letter associated with the \dap{}. 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 a compressed archive using the
  \fname{.zip} file format. You need a tool capable of handling this. Most computers will have one already installed. 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, you can also 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 web site.  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 available parts of Rockbox
\item Install additional themes
\item Install voice files and generate talk clips
\item Uninstall all components you installed using Rockbox Utility
\end{itemize}
Pre-built binaries for Windows, Linux and Mac OS X are available from \download{rbutil/}. As \textsc{Rockbox Utility} is still under
development more information including up-to-date download links can be
found at \wikilink{RockboxUtilityQt}.

\warn{When first starting \textsc{Rockbox Utility} run ‘Autodetect’, found in the configuration dialog (File > Configure). Autodetection
can detect most player types. If autodetection fails or is 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, defaulting 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 are stuck during installation.}

\subsection{Manual Installation}

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

There are three different types of firmware binaries available 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 appropriate 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 one, use a current build.
  }

\item[Current Build.] The current build is built at each source code change to the Rockbox SVN repository, and represents the current state of Rockbox development. This means that the build could contain bugs but most of the time is 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}

\nopt{player}{
  \note{\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. The fonts package is therefore not included in these builds. When installing Rockbox for the first time, you should install the fonts package. The release version, on the other hand, does not change, so fonts are included when you download a release.
  }
}

\warn{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 stick to the current stable release if there is one for your \dap{}. If you want to help with 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} to the computer via USB, as described in the manual that came with your \dap{}.

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

\note{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 or folder on your \dap{} for the Rockbox
files! The \fname{.zip} file already contains the internal directory
structure that Rockbox needs.}

\end{enumerate}

\opt{archos}{
  \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 found in the bootloader

    \daps{} drive, and also a folder called \fname{/.rockbox}, which contains a
    number of other folders 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 folder called \fname{/.rockbox}, which contains all the files needed
    by Rockbox, in the main folder 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.
  }
}

\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}.

\begin{enumerate}
\item Download the “voice” for your \dap{}.
\item Rename it to \fname{english.voice}.
\item Copy it into the \fname{langs} directory inside the \fname{.rockbox} directory on your \dap{}.
\item Reboot.
\end{enumerate}

\note{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}{Reboot the Ipod by holding
  \opt{IPOD_4G_PAD}{\ButtonMenu{}+\ButtonSelect{}}%
  \opt{IPOD_3G_PAD}{\ButtonMenu{}+\ButtonPlay{}}
  for a couple of seconds or so. 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 \dap{} using Itunes, you will not be able to see your music. This is because Itunes changes your files’ names and hides them in directories in the \fname{Ipod\_Control} directory. Files placed on your \dap{} using Itunes can be viewed by initializing and using Rockbox’s database. See section \reference{ref:database} for more information.
  }
}

\section{Updating Rockbox}
It is easy to update Rockbox, even without using 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{}, as you did in the installation stage. 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 cannot 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 allows you to choose between both Rockbox and the original firmware.
  (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}{
  To uninstall Rockbox and go back to using just the original Ipod 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{} web site. 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} folder 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, delete the \fname{.rockbox} directory.
}