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| .. _usb-persist:
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| 
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| USB device persistence during system suspend
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| ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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| 
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| :Author: Alan Stern <stern@rowland.harvard.edu>
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| :Date: September 2, 2006 (Updated February 25, 2008)
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| 
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| 
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| What is the problem?
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| ====================
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| 
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| According to the USB specification, when a USB bus is suspended the
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| bus must continue to supply suspend current (around 1-5 mA).  This
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| is so that devices can maintain their internal state and hubs can
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| detect connect-change events (devices being plugged in or unplugged).
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| The technical term is "power session".
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| 
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| If a USB device's power session is interrupted then the system is
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| required to behave as though the device has been unplugged.  It's a
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| conservative approach; in the absence of suspend current the computer
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| has no way to know what has actually happened.  Perhaps the same
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| device is still attached or perhaps it was removed and a different
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| device plugged into the port.  The system must assume the worst.
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| 
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| By default, Linux behaves according to the spec.  If a USB host
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| controller loses power during a system suspend, then when the system
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| wakes up all the devices attached to that controller are treated as
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| though they had disconnected.  This is always safe and it is the
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| "officially correct" thing to do.
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| 
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| For many sorts of devices this behavior doesn't matter in the least.
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| If the kernel wants to believe that your USB keyboard was unplugged
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| while the system was asleep and a new keyboard was plugged in when the
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| system woke up, who cares?  It'll still work the same when you type on
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| it.
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| 
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| Unfortunately problems _can_ arise, particularly with mass-storage
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| devices.  The effect is exactly the same as if the device really had
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| been unplugged while the system was suspended.  If you had a mounted
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| filesystem on the device, you're out of luck -- everything in that
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| filesystem is now inaccessible.  This is especially annoying if your
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| root filesystem was located on the device, since your system will
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| instantly crash.
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| 
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| Loss of power isn't the only mechanism to worry about.  Anything that
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| interrupts a power session will have the same effect.  For example,
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| even though suspend current may have been maintained while the system
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| was asleep, on many systems during the initial stages of wakeup the
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| firmware (i.e., the BIOS) resets the motherboard's USB host
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| controllers.  Result: all the power sessions are destroyed and again
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| it's as though you had unplugged all the USB devices.  Yes, it's
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| entirely the BIOS's fault, but that doesn't do _you_ any good unless
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| you can convince the BIOS supplier to fix the problem (lots of luck!).
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| 
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| On many systems the USB host controllers will get reset after a
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| suspend-to-RAM.  On almost all systems, no suspend current is
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| available during hibernation (also known as swsusp or suspend-to-disk).
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| You can check the kernel log after resuming to see if either of these
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| has happened; look for lines saying "root hub lost power or was reset".
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| 
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| In practice, people are forced to unmount any filesystems on a USB
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| device before suspending.  If the root filesystem is on a USB device,
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| the system can't be suspended at all.  (All right, it _can_ be
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| suspended -- but it will crash as soon as it wakes up, which isn't
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| much better.)
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| 
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| 
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| What is the solution?
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| =====================
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| 
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| The kernel includes a feature called USB-persist.  It tries to work
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| around these issues by allowing the core USB device data structures to
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| persist across a power-session disruption.
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| 
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| It works like this.  If the kernel sees that a USB host controller is
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| not in the expected state during resume (i.e., if the controller was
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| reset or otherwise had lost power) then it applies a persistence check
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| to each of the USB devices below that controller for which the
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| "persist" attribute is set.  It doesn't try to resume the device; that
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| can't work once the power session is gone.  Instead it issues a USB
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| port reset and then re-enumerates the device.  (This is exactly the
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| same thing that happens whenever a USB device is reset.)  If the
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| re-enumeration shows that the device now attached to that port has the
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| same descriptors as before, including the Vendor and Product IDs, then
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| the kernel continues to use the same device structure.  In effect, the
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| kernel treats the device as though it had merely been reset instead of
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| unplugged.
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| 
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| The same thing happens if the host controller is in the expected state
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| but a USB device was unplugged and then replugged, or if a USB device
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| fails to carry out a normal resume.
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| 
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| If no device is now attached to the port, or if the descriptors are
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| different from what the kernel remembers, then the treatment is what
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| you would expect.  The kernel destroys the old device structure and
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| behaves as though the old device had been unplugged and a new device
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| plugged in.
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| 
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| The end result is that the USB device remains available and usable.
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| Filesystem mounts and memory mappings are unaffected, and the world is
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| now a good and happy place.
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| 
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| Note that the "USB-persist" feature will be applied only to those
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| devices for which it is enabled.  You can enable the feature by doing
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| (as root)::
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| 
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| 	echo 1 >/sys/bus/usb/devices/.../power/persist
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| 
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| where the "..." should be filled in the with the device's ID.  Disable
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| the feature by writing 0 instead of 1.  For hubs the feature is
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| automatically and permanently enabled and the power/persist file
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| doesn't even exist, so you only have to worry about setting it for
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| devices where it really matters.
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| 
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| 
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| Is this the best solution?
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| ==========================
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| 
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| Perhaps not.  Arguably, keeping track of mounted filesystems and
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| memory mappings across device disconnects should be handled by a
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| centralized Logical Volume Manager.  Such a solution would allow you
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| to plug in a USB flash device, create a persistent volume associated
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| with it, unplug the flash device, plug it back in later, and still
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| have the same persistent volume associated with the device.  As such
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| it would be more far-reaching than USB-persist.
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| 
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| On the other hand, writing a persistent volume manager would be a big
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| job and using it would require significant input from the user.  This
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| solution is much quicker and easier -- and it exists now, a giant
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| point in its favor!
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| 
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| Furthermore, the USB-persist feature applies to _all_ USB devices, not
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| just mass-storage devices.  It might turn out to be equally useful for
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| other device types, such as network interfaces.
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| 
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| 
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| WARNING: USB-persist can be dangerous!!
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| =======================================
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| 
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| When recovering an interrupted power session the kernel does its best
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| to make sure the USB device hasn't been changed; that is, the same
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| device is still plugged into the port as before.  But the checks
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| aren't guaranteed to be 100% accurate.
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| 
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| If you replace one USB device with another of the same type (same
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| manufacturer, same IDs, and so on) there's an excellent chance the
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| kernel won't detect the change.  The serial number string and other
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| descriptors are compared with the kernel's stored values, but this
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| might not help since manufacturers frequently omit serial numbers
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| entirely in their devices.
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| 
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| Furthermore it's quite possible to leave a USB device exactly the same
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| while changing its media.  If you replace the flash memory card in a
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| USB card reader while the system is asleep, the kernel will have no
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| way to know you did it.  The kernel will assume that nothing has
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| happened and will continue to use the partition tables, inodes, and
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| memory mappings for the old card.
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| 
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| If the kernel gets fooled in this way, it's almost certain to cause
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| data corruption and to crash your system.  You'll have no one to blame
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| but yourself.
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| 
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| For those devices with avoid_reset_quirk attribute being set, persist
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| maybe fail because they may morph after reset.
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| 
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| YOU HAVE BEEN WARNED!  USE AT YOUR OWN RISK!
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| 
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| That having been said, most of the time there shouldn't be any trouble
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| at all.  The USB-persist feature can be extremely useful.  Make the
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| most of it.
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