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$Id: README.usb,v 1.14 2007/02/16 18:26:41 desrod Exp $
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======================================================================
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README.usb
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Author: David A. Desrosiers
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Updated: Sun Feb 4 16:10:15 EST 2007
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----------------------------------------------------------------------
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TODO:
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- Create README.porting as referenced in this HOWTO
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======================================================================
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This README will describe in detail, the process and programs required
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to get pilot-link 0.12.0 and later working with standard usb
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connectivity on Linux and Mac OS X machines.
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Since the release of version 0.10.99 of pilot-link, USB-based Palm
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handheld devices are fully supported by the entire suite of pilot-link
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tools, conduits and bindings.
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To get this working may require a few things to be configured on your
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desktop or server machine first, and you should verify a few items to
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make sure that it is working properly.
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Currently (as of 2/4/2007), USB connections are supported on Mac OS X,
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Linux and BSD-based operating systems on several hardware different
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architectures.
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Porting it to work with Win32 or and any other POSIX-compliant
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environment (such as OS/2 or BeOS) should not be much harder. Please
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see README.porting in the pilot-link docs subdirectory for more details
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on how to help with these efforts.
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Mac OS X USB Configuration
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--------------------------
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There is nothing specific to do at all. No really, its just
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that easy.
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When you compile pilot-link on Mac OS X, the darwinusb driver
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code under ./libpisock/ is detected and built and supports USB
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handhelds as well as the PalmConnect USB serial adapter.
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All pilot-link command line tools take a special port "name" as
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their sole port argument. This is different from Linux where
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there is a very specific entry in /dev to manage, depending on
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your particular handheld (more on this point later).
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In OS X, there is no /dev filesystem, so we use a magic port
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designation which talks to the bus directly.
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On OS X, use the port designation of "-p usb:" if your Palm
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handheld is connected through a USB cradle, cable or a
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PalmConnect serial-to-USB adapter. That's it.
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Note that USB support on OS X requires Mac OS X 10.2 or later,
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and will not work on MacOS 9 or earlier versions.
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If you are running Mac OS X, you can ignore all the rest of
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this document, your job is done here; It Should "Just
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Work(tm)".
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Linux USB Configuration
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-----------------------
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Roll up your sleeves, this could get a bit confusing... but
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don't fret, I'm thorough and I'll walk you through every single
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step.
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First, in order to get USB working with your Palm device, your
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desktop machine must support the USB subsystem. Depending on
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your machine's configuration, this may require enabling USB in
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the machine's BIOS, or in your Linux kernel configuration, or
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perhaps just as simple as loading the required modules for your
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USB subsystem. Many of these are supported by current Linux
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kernels and recent Linux distributions (as of 2/2007).
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If you should find that your kernel is older than 2.4.21 (as of
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the date of this README), you will need to do a kernel upgrade
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to something more recent.
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Using kernels older than 2.4.21 are not recommended and may not
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work for newer Palm devices, as the kernel-level visor module
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that is required may not have support for your newer Palm
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device. In short, the kernel was released before your Palm
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device was released, so it doesn't know how to speak to it.
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With each new Palm device that is released, the vendor and
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product identifiers in the hardware have to be added to the
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visor module to allow it to recognize the device at connect
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time. See the "Loading visor" section below for more detail.
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First, verify that you have USB functioning properly on your
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system. If you're using a USB-based keyboard or a USB mouse and
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it works properly, you already have functioning USB support in
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your linux kernel, which was probably provided through your
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Linux distribution by default.
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If you are not using a USB device already, you can try to probe
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for the USB host controller that your system supports (you do
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have a system with USB ports on it, right? =) with the
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following syntax, as the 'root' user (only root can load and
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unload kernel modules in Linux):
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For 2.4.xx kernels
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-----------------------
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# /sbin/modprobe usb-ohci
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or..
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# /sbin/modprobe usb-uhci
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or..
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# /sbin/modprobe usb
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For 2.6.xx kernels
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-----------------------
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# /sbin/modprobe uhci_hcd
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or..
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# /sbin/modprobe ehci_hcd
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Each motherboard will have a specific chipset that one of these
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modules should support. You will only need one, so please don't
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be alarmed if you try to modprobe one of the above, and receive
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errors. If you do, it simply means that the host controller
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isn't what the module expects; try one of the others.
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Once you have that working (verified to be loaded with
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lsmod(1), you can then try loading the USB serial support
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layer, using:
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# /sbin/modprobe usbserial
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If this is successful, you should see the following in the
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system logs (usually /var/log/messages):
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kernel: usb.c: registered new driver serial
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kernel: usbserial.c: USB Serial support registered for Generic
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kernel: usbserial.c: USB Serial Driver core v1.4
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Then on top of that, load the visor module.
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The name of the module is called "visor" for historical
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reasons, here's why: The very first Palm device to support USB
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was a Handspring Visor.
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Since then, many vendors such as Sony, Palm, and others have
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provided Palm handhelds with USB support, and this "visor"
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module should contain the proper code to sync and communicate
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with them as well; the code is still inside the module but it
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retains its legacy name.
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# /sbin/modprobe visor
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If successful, you should see the following entries in the
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logs:
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kernel: usbserial.c: USB Serial support registered for Handspring Visor / Treo / Palm 4.0 / Cli<6C> 4.x
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kernel: usbserial.c: USB Serial support registered for Sony Cli<6C> 3.5
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kernel: visor.c: USB HandSpring Visor, Palm m50x, Treo, Sony Cli<6C> driver v1.7
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Don't be alarmed if your version does not show these exact
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strings. As long as you see the usbserial and visor module
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load successfully, without reporting any errors or unresolved
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symbols, the system is ready for the next step.
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Now if you do an '/sbin/lsmod' you should see something similar to this:
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Module Size Used by Tainted: PF
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visor 9036 0 (unused)
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usbserial 19904 0 [visor]
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usb-ohci 18080 0 (unused)
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usb-uhci 23012 0 (unused)
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Loading visor dynamically with custom device ids
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------------------------------------------------
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If you're running Linux kernel 2.4.22 or higher, you can add
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your vendor_id and product_id at module load time by passing
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the values to modprobe(1) as follows:
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modprobe visor product=0x70 vendor=0x80
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If you do not know the values that your device requires, you
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can check your system logs in /var/log/messages after you
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hit HotSync on your Palm device. It should show something
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like this:
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usb.c: USB device 11 (vend/prod 0x830/0x61)
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is not claimed by any active driver.
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In that case, you know you want to pass the following values
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to modprobe:
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modprobe visor product=0x61 vendor=0x830
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Or you can put it in your /etc/modules.conf file as well,
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using a similar syntax as follows:
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options visor vendor=0x54c product=0x144
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Simple, right? Yes.
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Verifying device inode creation (non-udev)
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------------------------------------------
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Next we must verify that the actual USB devices are created
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and registered in /dev for you.
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In your kernel source directory, under the kernel source
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directory Documentation/usb/usb-serial.txt, is an overview
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of how to create the proper USB devices on your system.
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For Palm devices, you will need no more than two of these
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devices, dev/ttyUSB0 and /dev/ttyUSB1, depending on your
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Palm device manufacturer (as of the time of this README, two
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Sony models use dev/ttyUSB0, and the rest of the Sony and
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Palm models seem to be using /dev/ttyUSB1)
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# /bin/mknod /dev/ttyUSB0 c 188 0
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# /bin/mknod /dev/ttyUSB1 c 188 1
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If you are using devfs (currently not recommended for
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security reasons), the devices supported will show up as
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/dev/usb/tts/0 and /dev/usb/tts/1 respectively. More on
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devfs issues will be covered later in this README.
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Also, make sure your user has read and write permissions to
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those device nodes:
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# the '?' used below is a wildcard and will chmod all
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# ttyUSB* devices with a single digit (USB1, USB2,
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# USB3, and so on).
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# /bin/chmod 0666 /dev/ttyUSB?
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..or
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# /bin/chmod a+rw /dev/ttyUSB?
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Configuring udev to create inodes dynamically for you
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-----------------------------------------------------
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With the newer Linux distributions, you can take advantage
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of udev(1), which will create and name devices for you
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dynamically. Using udev, you don't have to create the
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devices in /dev manually, nor do you have to create symlinks
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to /dev/pilot if you want to use that interface.
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Configuring udev is fairly straightforward:
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1. Install the latest udev package for your Linux distribution
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2. Create a file in /etc/udev/rules.d called
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pilot.rules, with the following information in it
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(all on one line, and do not make a typo or it will
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not work properly):
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BUS=="usb", SYSFS{product}=="Palm Handheld*|Handspring *", KERNEL=="ttyUSB*", NAME="ttyUSB%n", SYMLINK="pilot", GROUP="usb", MODE="0666"
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Yep, that's it.
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3. Restart udev using whatever service restart tools
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your distribution provides. You do not have to
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reboot for this to take effect.
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Linux Kernel Configuration
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---------------------------
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If your distrubution-supplied Linux kernel does not have native
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USB support, you will have to build it into your kernel first.
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Building a Linux kernel is not as hard or as daunting as it
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seems, and is in fact, quite rewarding. Not only do custom
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kernels perform better, but they tend to be faster, because
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they only include support for hardware _on_ your system, and
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not hardware you don't. You wouldn't build a kernel for SCSI
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support, if you didn't have SCSI drives in your system, would
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you?
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There is a very comprehensive and concise kernel-building-HOWTO
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which will walk you through the entire process, in
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non-confusing language, found here:
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http://howto.gnu-designs.com/kernel-HOWTO
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Once you have built a kernel, and tested it, you can easily add
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the necessary support for USB devices and USB host controller
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support into it afterwards.
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After configuring your Linux kernel, you will find in your
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kernel source directory, is a file called .config ("dot
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config"). In this file, are several parameters you will need to
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add/change to enable proper USB support.
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CONFIG_USB=y
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CONFIG_USB_DEBUG=y
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CONFIG_USB_DEVICEFS=y
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CONFIG_USB_UHCI=m
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CONFIG_USB_UHCI_ALT=m
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CONFIG_USB_OHCI=m
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CONFIG_USB_SERIAL=m
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CONFIG_USB_SERIAL_GENERIC=y
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CONFIG_USB_SERIAL_VISOR=m
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If you would like to support for other USB devices (such as a
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USB-based digital camera, or scanner) you can add it here as
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well.
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Rebuild your kernel as specified in your favorite kernel HOWTO,
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and then proceed to the previous section to verify that all
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required USB bits are functioning.
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Talking to your Palm over USB
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-----------------------------
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To now "speak" to these devices you've created, using the
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drivers you loaded, you must hit the HotSync button on your
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cradle first, before launching any of pilot-link's various
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utilities, if your version of pilot-link is earlier than
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0.11.8.
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When you hit the HotSync button on the cradle or by tapping on
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your HotSync icon on the Palm itself, you should see something
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similar to the following in the system logs (/var/log):
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kernel: Manufacturer: Palm, Inc.
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kernel: Product: Palm Handheld
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kernel: SerialNumber: L0JH14R12345
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kernel: usbserial.c: Handspring Visor / Palm 4.0 / Cli<6C> 4.x converter detected
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kernel: visor.c: Handspring Visor / Palm 4.0 / Cli<6C> 4.x: Number of ports: 2
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kernel: visor.c: Handspring Visor / Palm 4.0 / Cli<6C> 4.x: port 1, is for Generic use and is bound to ttyUSB0
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kernel: visor.c: Handspring Visor / Palm 4.0 / Cli<6C> 4.x: port 2, is for HotSync use and is bound to ttyUSB1
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kernel: usbserial.c: Handspring Visor / Palm 4.0 / Cli<6C> 4.x converter now attached to ttyUSB0 (or usb/tts/0 for devfs)
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kernel: usbserial.c: Handspring Visor / Palm 4.0 / Cli<6C> 4.x converter now attached to ttyUSB1 (or usb/tts/1 for devfs)
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kernel: usb.c: serial driver claimed interface c76aa160
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If you received errors or see a message similar to the following:
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kernel: usb.c: USB device 28 (vend/prod 0x54c/0x95) is not claimed by any active driver
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...see the "Loading visor dynamically with custom ids" section
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above.
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Once your module is loaded, and you see the successful message
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when you hit HotSync, you can now launch any of pilot-link's
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various conduits such as:
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$ pilot-dlpsh -p /dev/ttyUSB1
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..or
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$ pilot-dlpsh -p /dev/pilot
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export PILOTPORT=/dev/ttyUSB1
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$ pilot-xfer -l
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It should connect and allow you to talk to your Palm device.
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The PILOTPORT environment variable will be read if the '-p'
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option is not specified. If you do not specify either,
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/dev/pilot will be used if it exists. Substitute ttyUSB1 for
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your port, based on the DeviceMatrix above.
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FreeBSD USB Configuration
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-------------------------
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This information copyright 2002 Anish Mistry & David A.
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Desrosiers. All rights reserved. Written by Anish Mistry of AM
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Productions (http://am-productions.yi.org)
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Configuring FreeBSD to speak to your Palm device over USB is a
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bit different from Linux and OSX. Here are the quick steps:
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1. Create a small shell script to be executed from your
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usbd.conf.
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#!/bin/sh
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# export the following enviornmental variables to enable full
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# logging of a connection
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#
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# export PILOT_LOGFILE=$HOME/.pilot/pilot-link.log
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# export PILOT_LOG=1 # set to 0 to disable logging
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# export PILOT_DEBUG="DEV SLP CMP PADP NET SOCK"
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# export PILOT_DEBUG_LEVEL="DEBUG"
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/usr/local/bin/pilot-xfer -p usb:/dev/$1 --sync $HOME/.pilot/
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2. You will need to su to root and add the following to your
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/etc/usbd.conf before the passthrough entry. Your entry may
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vary depending on your handheld.
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In order to find out what your particular Palm handheld
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requires for 'vendor' and 'product' below, make sure your
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kernel has support for 'ucom' and 'uvisor', and run 'usbdevs
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-v' AFTER hitting HotSync on your Palm device. The fields
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will be displayed, simply copy them into the appropriate
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places as shown below.
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##########################
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## Handspring visor (PDA)
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device "Handspring Visor"
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devname "ugen0"
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vendor 0x082d
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product 0x0100
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release 0x0100
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# pilot-link
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# attach "/home/dir/.pliot/pilot-sync.sh ${DEVNAME}"
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3. Kill and restart the usbd daemon with the following (as
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root)
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# killall usbd && usbd
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Verify that usbd properly restarted with:
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# ps ax | grep usbd
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4. Press the HotSync button again on your cradle.
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5. Launch the application of your choice to syncronize with
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your Palm handheld. 'pilot-xfer' and 'dlpsh' are two common
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ones to try. The correct syntax is:
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$ /usr/local/bin/pilot-xfer -p /dev/ucom0 -b $HOME/.pilot/
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$ /usr/local/bin/dlpsh -p /dev/ucom0
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The first sync can take a while, so please be patient.
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Alternately, you can uncomment the 'attach' line in
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/etc/usbd.conf above and restart usbd as explained in
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step 3 above.
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6. You're done. Enjoy! (This is the most important item.)
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USB Palm Handheld Device Kernel Matrix
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--------------------------------------
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Many thanks go to Greg Kroah for his tireless work supporting
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these new devices as they come out. The matrix of which kernels
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support which Palm handheld device can be found at the
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pilot-link wiki, at the following URL:
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http://www.pilot-link.org/DeviceMatrix
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If you see your Palm in this list, you must be running the
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corresponding kernel version to be able to use it with
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pilot-link or ColdSync using the USB interface.
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If you don't see your Palm device there, feel free to add your
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entry so others can benefit from the vendor and product
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information you've added.
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None of this is working! Where do I go for help now?
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--------------------------------------------------------------------------
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There are mailing lists and an irc channel that can help. You
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can find those at the following places:
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General discussion, problems, configuration issues
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------------------------------------------------------
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http://www.pilot-link.org/mailman/listinfo/pilot-link-general
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Development-related issues and discussion, i.e. "code"
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------------------------------------------------------
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http://www.pilot-link.org/mailman/listinfo/pilot-link-devel
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pilot-link irc channel
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------------------------------------------------------
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We can also be found on irc, at irc.pilot-link.org in the
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channel #pilot-link
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If your irc client supports SSL, you can point to port 994 on
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irc.pilot-link.org and have a secured session (no cleartext).
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If you cannot use SSL, use port 6667 for "normal" irc.
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Lastly, I can be reached directly at desrod@gnu-designs.com if
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nothing else works for you. Try the mailing lists and irc first
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though, as I might be hard to reach at times.
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Donating to pilot-link
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--------------------------------------------------------------------------
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Do you like our work? Do you rely on the code we release for
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your daily work or for your own commercial or OSS project?
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Please consider donating to keep the project going. We're 100%
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self-funded, and we see a LOT of traffic from users and
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downloads. Every contribution helps, whether to pay for
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bandwidth or to buy devices for testing.
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You can help support us by visiting the pilot-link.org site and
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clicking on the "Donate" button on the left side of the page.
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We thank you for your contributions, whatever you can offer.
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Thanks go to...
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--------------------------------------------------------------------------
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Justin Paulsen, "Petaris" on irc, for his tireless testing
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efforts, mirroring pilot-link releases, helping out users on
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irc, and keeping things lively in general.
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Florent Pillet, "fpillet" on irc, for helping fix up libpisock
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to work on OSX and doing testing on newer devices to work out
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the various Heisenbergs found in there. His work has been
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invaluable over the last year or two with usb, devices and OS X
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support.
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Zephania Hull, "Mercury" on irc for spending the time and
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effort to get libusb worked out on the Linux side. Without his
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effort, libusb wouldn't be where it is today.
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Other thanks go to Knghtbird, Nicholas Piper, Adriaan de Groot,
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John Marshall, Kenneth Albanowski and many others through the
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years for helping bring this to where it is today. If I've
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forgotten to mention you, just let me know.
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