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UPDD Version 4 - Software installation and general notes

Version 4.0.4

16^th April 2007

Welcome to UPDD version 4. Although the underlying driver is fundamentally the same as the version 3 driver this release addresses the issue of cross-platform compatibility of the driver’s utility programs therefore the same utility programs now run under all OS. A new calibration program has also been written to remove java dependency under Mac OS X and Linux. Over the coming months we will also be enabling a number of embedded touch utilities that have been written but are not sufficiently stable for release.

Not all version 4 programs are available in this release as it is necessary to release this driver to deliver support and functionality that is implemented in this version. Version 4.0.0 was the first cut for Windows and version 4.0.2 added support for Mac Intel processors along with the previously supported Mac Power PC processor. Version 4.0.4 supports Linux x86 and Power PC and Vista 32 and 64 bit.

4.0.6 will offer some useful touch utilities and other utility programs and new functionality will be release when available.

The intended UPDD suite of utility programs are as follows:

Program

Status

Description

User Console

Released

Driver’s control program aimed at general, non technical, users

Calibration

Released

New calibration program

Daemon process

Released

Handles UPDD background tasks including UPDD System Tray functions under Windows.

Extensions

Under test

Touch utilities, to be released under 4.0.6

Activator

Under development

Quick access utility to touch related functions

Advanced Console

Under development

Advanced driver and device settings for technical users

SDK assistance

Under development

UPDD SDK API programmers guide and example code

Language files

First release

Common language files are under construction and will be release as available. A completed language file will allow all utility programs to be localized to the language of the system.

The installation program will install the driver, calibration program and the new UPDD Console. It will normally be delivered by email. Touch-Base utilises virus detection software on all of our systems but recipients of the software should pass the files thought their own virus checking software before proceeding with installation.

Limitations

Release Status

This software is available in three states. Production, being the latest production software offered as the last know good stable release. Alpha – copy of production software undergoing changes and Beta – all alpha changes complete and undergoing final tests and acceptance before being placed into production. Alpha and beta release are sometime made available to test new functionality.

Evaluation software

If you are installing evaluation software then mouse clicks will be inactive after you have touched 100 times. A further 100 clicks are available after each reboot or calibration. This restriction is removed on licensed software.

Operating system specific installations

For standard desktop Windows the software will be delivered in the file UPDD.ZIP to avoid the rejection by many mail servers of .exe files. If the zip file is password protected the password is touchbase. UPDD will be supplied as a single setup.exe program. It can also be supplied as multiple files – setup.exe, maindir1.cab and sysdir1.cab files – created to allow installation from diskettes.

For Mac OS X the program is delivered as a single file macx.sit. We are aware this is an old Mac OS X compressed format but we use a Windows system to create the drivers and it is currently easier to create .sit files than the new format in our Windows application but we hope in a future release to deliver in the new format – sorry for any inconvenience this may cause.

We are not currently able to create a universal driver that supports both Power PC and Intel processors so we are shipping separate drivers. Please make sure you have the appropriate install for the processor.

Version 4 not yet available. Contact Touch-Base for version 3 and a separate installation guide.

For Windows CE UPDD the software can only be supplied in component form for Win CE 3.x through 5.x (.Net) with full embedding instructions. See Win CE embedded documentation.

Under Windows XPe the standard Windows installation files can be used on XPe systems. If UPDD is installed on an XPe system using the standard setup.exe file, typically to test the driver prior to embedding, UPDD installation has certain dependencies that need to be present for successful installation. One of the less obvious dependencies is the use of RegEdit during install to set up the registry. If RegEdit is not present all selections and dropdowns are blank.

If you are creating an XPe system from embedded components UPDD can be supplied in component form with full embedded instructions. See Win XPe embedded documentation.

UPDD is available for VxWorks real-time operating system. See VxWorks Integration guide.

System Requirements

Supports serial, USB and PS/2 devices. For serial and PS/2 devices Win 95 thro XP. For USB devices Win 98, 2000 and XP. Third party USB stacks are available for Windows NT but driver changes are required so this is not currently supported. We do not currently support Windows 64 bit processors.

Winzip or equivalent is required to decompress the software.

C++ run-time library shipped as standard with Mac OS x 10.4 (Mac Intel support started at OS X 10.4). Please contact Touch-Base for a separate 10.1, 10.2 or 10.3 (Power PC) driver if required. A user has installed with 10.3.9 so it is possible that the C++ libraries shipped with later versions of 10.3. When the libraries are missing the set up program bounces in the dock. Running setup from a terminal command line shows the actual system error which is not seen when running it from the desktop.

Supports serial and USB.

Stuffit is required to decompress the .sit file. This utility does not ship with latest Mac OS and can be downloaded from www.apple.com/downloads/macosx/system_disk_utilities/stuffitexpander.html. If using Mac Intel we highly recommend you use Stuffit 10.0.x (at the time of writing the link above is pointing to 10.0.2) 10.1 beta or above as this is the Intel native version of StuffIt. See http://www.stuffit.com/mac/expander/universalbeta.html for more details.

A few customers reported that a stuffit error was reported (using Stuffit 10.x) when trying to unpack the UPDD.sit file. The problem was overcome when they unchecked the preference “Continue to expand if possible”.

We are not currently able to create a universal driver that supports both Power PC and Intel processors so we are shipping separate drivers. Please make sure you have the appropriate driver for the processor.

Supports serial, USB and PS/2 devices. The driver is a user mode application an as such is not linked to a given kernel release. The driver has been tested under Linux kernel 2.4.x and 2.6.x.

The driver supports the XF86config-4, XF86config or Xorg.conf graphical interfaces. If not using a graphics interface the driver will load and work without X allowing for application API interface to driver. Window Manager issues are discussed further in the Linux specific documentation.

Unzip is required to decompress the software.

Many Linux distributions have been tested and found to work fine as long as they conform to the above system requirements. However, we are aware of some Linux distributions that have some issues and these are discussed in detail in the Linux specific documentation. Should the driver not work on your Linux distribution please contact Touch-Base and we will investigate further – often it is subtle file structure differences.

CD Distribution

The setup.exe program is placed on the CD along with a autorun.inf file (which ships with the driver). Insert the CD and the autorun file automatically invokes the setup.exe program. The autorun.inf file contains:

[autorun]

OPEN=.\Setup.exe

The contents of the .sit file are placed on the CD under directory structure /macx.pkg/ ensuring case of the files names is preserved. Insert the CD and it is automounted to the desktop. Double click the CD icon. This is as close as you get to auto-run with the MAC.

To follow.

Installation Procedures

Expand the .ZIP file and extract the setup.exe program. Double click the setup.exe program and select the controller from the list of supported controllers in this build. If you select a serial controller you will be shown a fixed list of serial ports to select the desired port. If the port is not listed this can be entered from the UPDD Console after installation.

Following installation the UPDD Console and calibration utilities will be placed in the UPDD applications folder c:\program files\updd, accessible via the Windows Program Manager, UPDD entry.

Copy the .sit file to your desktop. Double click the desktop icon - stuffit will run and create the setup program on the desktop. Double click the setup program and select the controller from the list of supported controllers in this build.

VERY IMPORTANT NOTES

1) Make sure the file created is called setup. If a previous setup file existed on the desktop the file created will be called setup.1 and this cannot be used to install the software.

2) If the list of controllers is empty DO NOT CONTINUE. Stuffit has failed to unstuff all the required files and the setup program has failed to locate its configuration file. Later versions of the software will issue the following message

Delete setup and use a later version of StuffIt. See System Requirements above.

If you select a serial controller you will be shown a list of serial ports found on your system, as in this example a virtual serial port created by a serial to USB adaptor and driver

If you are installing on a system that does not currently have a serial port installed or wish to define the port at a later time then select the None option. If your serial port is not listed, select None and then refer to the serial port section in the platform specific documents.

Following installation the software will be placed in /TBUPDDMX folder, with UPDD Console and calibration utilities shortcuts placed in the Utilities folder. Shortcut icons will also be placed on the desktop.

Important note: If installing on a Power PC and UPDD V3 is installed it is important that the previous version be uninstalled as per the uninstall instructions in the version 3 user guide.

To follow.

Installation Notes

Serial ports

Serial to USB adaptors: If you are using a serial device via a serial to USB adaptor (needed if the hardware does not have a native serial port) make sure the adaptor has a relevant OS adaptor driver to create the virtual serial port in the system. We use adaptors from Keyspan. Before installing the UPDD serial driver you need to ensure you can identify the virtual serial port in the system. See further serial port notes in platform specific documents.

Changing port: Following installation the UPDD Console – hardware dialog can be used to change or define the serial port in use.

Auto detection and Auto selection of serial controllers: Many serial devices can receive and respond to controller commands. These commands can be set up using UPDD’s macro language and the macro can be invoked automatically as part of UPDD’s controller initialisation procedure. See UPDD Advanced Console.

An example of a UPDD macro command is as follows:

[HEX]

01 55 FF

[ACK 1000]55 FF[END]

In this example UPDD will send 01 55 FF to the controller. If the controller is connected and functioning correctly it is expected to return 55 FF within 1000ms.

If a UPDD macro contains an [ACK] statement then the driver is able to automatically locate serially connected controllers. If an [ACK] statement has been defined for a controller then the install and serial port hardware dialog will show Auto-Detect and Auto-Select check boxes.

Auto-Detect - If this function is enabled then all serial ports are tested to locate the controller. The defined serial port is the first port tested. This should only be selected if it is known that there are no other serially connected devices that will not be unduly affected by the receipt of the macro command sequence.

Auto-Select - If this function is enabled then the defined serial port is the only port tested to locate the controller. This function is typically used when a customer may have more than one type of pointer device connected to the port and the driver is expected to automatically determine the type connected. In this scenario all possible controller types will be defined in UPDD but they will all be associated to the same port.

General Notes

1. Unless otherwise informed it should not be necessary to reboot the system after installation except when installing the Windows 64 bit driver. The Windows 64 bit driver requires a reboot after installation.

2. For USB HID devices it is recommended that the device is first connected to the system prior to installation. This allows the HID driver to load and take control of the device. During the installation procedure UPDD will register as the controller’s driver and take control of the device from HID. Once installed UPDD will then be associated with the device. Under Windows, should another driver, including HID, ever take control there is an option in the UPDD Console, Hardware dialog, Redetect PnP device to re-associate the device with UPDD.

3. The installation procedure is used to install the software for a single touch screen / UPDD supported pointer device. In a multi-touch screen or pointer device environment invoke the UPDD Console - Hardware dialog to add additional devices after installation.

4. If UPDD is installed on an XPe system using the standard setup.exe file, typically to test the driver prior to embedding, UPDD installation has certain dependencies that need to be present for successful installation. One of the less obvious dependencies is the use of RegEdit during install to set up the registry. If RegEdit is not present all selections and dropdowns are blank.

Installation Options – Windows only

Silent install mode: Running setup –s indicates that no UPDD install dialogs are to be shown. Default settings for the touch controller are used unless a clone file is found in which case the settings in the clone file are used.

Silent reinstall mode: The UPDD installer also supports a silent reinstall option (Setup –sr). The silent reinstall upgrades all software components but leaves all previous settings unchanged.

Clone settings: Once installed the driver can be configured via the UPDD Console. These setting can be replicated (cloned) to a file in the UPDD Console – Status dialog - Dump settings option. This process will create a .reg file. If this file is placed within a sub-folder called UPDD_EXT and renamed to upddclon.reg the install process will use the settings defined in the clone file.

Make INF file: Running Setup MAKEINF can be used to create an INF file to allow for an INF style installation. See separate WHQL documentation for further information.

Signed drivers – Windows only

Windows 2000 and XP will automatically show a warning dialog if an unsigned driver is installed. Some UPDD installs, that are installing an unsigned driver, have been configured to automatically handle the warning dialog. This results in a ‘dialog flash’ during install. Other UPDD installs have been configured to not handle the warning dialog, leaving the user to handle the dialog, as seen below;

Windows 2000 and XP can be configured to not allow the installation of unsigned drivers. Drivers have been identified as one of the major causes for the past instability of Windows. Drivers can be submitted to Microsoft to be approved and ‘digitally signed’ to show that they have passed specific driver acceptance tests. UPDD cannot on its own be submitted for approval. It can only be approved with the pointer device. Where UPDD has been submitted to Microsoft with appropriate hardware it has passed all tests and been approved and digitally signed. You may or may not be installing a signed version of this driver but you should not be unduly concerned if you are installing an unsigned version. For more information the WHQL and digital signature documentation.

Platform Specific Installation notes

Inevitably there are some issues that are platform specific and these issues are covered in platform specific documents distributed with this installation document. The files are supplied separately and are called WindowsPlatformNotes, MacOSXPlatformNotes and LinuxPlatformNotes.

Calibration

Calibration is a procedure used to align the pointer device with the graphically display area or desktop segment. When using the pointer device the mouse cursor should normally position itself under the stylus when it is in contact with the pointer device. If this is not the case then calibration will be required and this is described in full in the Calibration document. The UPDD driver also supports Toolbars, which also require calibrating, and this is covered in full in a separate Toolbar document.

Driver settings – the UPDD Console

The driver and device settings can be adjusted with the UPDD Console program and is described in full in the UPDD Console documentation.

On-line help

The Help option can be used at any time to invoke the context sensitive on-line help. See the Help document for more information

Mouse emulation

Most pointer devices emulate the actions of the mouse; cursor movement, left click, right click, double clicks etc. These actions have to be derived from the events generated from the pointer device. In the case of a touch screen these events are initial touch, movement, stationary and last touch.

The driver implements a number of different emulation methods to cater for the different ways mouse emulation is likely to be used. These emulation methods are shown in the UPDD Console, Click Mode dialog and described in full in the on-line help.

Emulation mode	Initial touch	Movement	Stationary for short period	Last touch	Default Primary Event	Default Secondary Event	UPDD Version 3 reference
Click and drag	Pen down	Move with pen down	None	Pen up	Left click	Right click	Touchdown Left / Touchdown Right
Drag then click	None	Move	None	Pen down/up	Left click	Right click	Liftoff Left / Touchdown Right
Point and click	Pen down	off	None	Pen up	Left click	Right click	N/A
Interactive Touch	Left Pen down	Move with pen down	Left Pen up Right pen down / up	Pen up or no action	Fixed	N/A	Interactive Touch

When the stylus is used, it will, by default, perform its primary event click emulation as shown above. However, in some circumstances it is required to perform the associated secondary event and this is achieved by using the Event Selector to switch between Primary and Secondary events.

Event Selector

The Event selector is a facility that allows for the Event State to be switched between Mouse emulation Primary and Secondary states. These states are normally set to Left and Right click emulation respectively.

Under Windows it can be invoked in various ways:

· Single click the UPDD System Tray Utility and select ‘Event Selector’ from the menu items;

· Directly calling the Event Selector from an application, desktop icon or, as shown below, the Windows Program Manager;

Switching Events

Clicking on either of the event selectors will toggle between the primary (left) and secondary (right) action. By default, the Event Selector automatically switches back to the primary setting after a single secondary action has been performed..

Event Selector Settings

Event Selector settings can be changed in the Event Selector menu. The menu can be viewed by clicking on the title bar mouse icon on the desktop Event Selector:

One hit: Indicates if the Event Selector automatically switches to the Primary setting after a single secondary use.

Icon: Indicates the size of the mouse icon displayed in the desktop event selector.

Text mode: Indicates that text be shown instead of a mouse icon.

Under all Operating Systems:

The Event Selector function is implemented as a Toolbar Action. A Toolbar is created with an action of ‘UPDD Action’ and the Action being Event Selector. Toolbar images are available to represent the Primary and Secondary states (mouse with left click and mouse with right click).

Once the toolbar and toolbar images are defined the Event Selector will be shown on the screen and will toggle between the two event states:

Primary

Secondary

The Event Selector settings are defined in UPDD Extensions, Event Selector dialog. The main setting, One Hit, indicates if the Event Selector automatically switches to the Primary setting after a single secondary use.

The Event Selector can be moved by touching the Event Selector for a short period of time and moving it to the desired position.

Manual Installation Instructions

To follow.

Uninstall

Automatically

The driver can be removed via the Windows Control Panel, Add/Remove Programs option:

Select the ‘Universal Pointer Device Driver’ entry in the Add/Remove Programs dialog.