Windows Desktop Installation

Revision 1.4, 9^th Apr 2008

Installation Notes

Installation

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Welcome to UPDD Windows Desktop platform specific installation instructions and related notes.

These notes should be followed to install the UPDD 4.x.x pointer device driver on Windows Desktops running Windows 2000, 2003, XP, Windows 64 bit, Vista 32 and Vista 64 bit. The driver has not been tested on Win 95, 98 or NT as these operating systems are supported with old UPDD version 3.x.x driver.

Windows driver build history

Release	Date	Change
4.0.0	April 2006	Initial release
4.0.2	Aug 2006	General bug fixes and stabilisation of new system
4.0.4	April 2007	Vista 32 and 64 bit support
4.0.6	Oct 2007	Bug fixes and improved EEPROM calibration support
4.1.0	Dec 2007	Redesigned to better integrate with OS PNP mechanisms and Vista user access control.
4.1.1	Mar 2008	Minor changes to PnP, improved serial support under Vista, multi-monitor calibration function

Deliverables

The software will be delivered in one of three ways:

As an email attachment. The software is attached as a compressed WinZip 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.

Delivered to an FTP folder for manual download. The FTP link, user name and password details will be sent in an email.

Automatically downloaded from a HTTP download link as sent in an email.

The UPDD software comprises:

setup.exe	The installation program
readme.txt	The readme file with any latest information
tbbundle.h	The UPDD header files defining the API calls to the driver if writing applications to interface with the driver. Obsolete in UPDD 4.1.x
autorun.inf	For use when installing the driver on media that can be utilize the Windows auto run feature

System Requirements

Winzip or equivalent is required to decompress the software if received as a .zip file.

The driver supports Serial, USB and PS/2 devices.

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

Installation Notes

1. HID issues with 4.0.x (these issue do not apply to UPDD 4.1.x)
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. 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.

2. 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. See the Multi monitor and multi device documentation for further information.

3. 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.

4. Vista issues with 4.0.4/4.0.6 (these issues do not apply to UPDD 4.1.x under Vista and use this release if possible):

a) During our extensive tests we found a consistent problem when installing the driver for the support of a serial device only in that we could not get the OS to load the driver after install and therefore a reboot was required to complete installation. We have made a change for Vista systems that requires the Device Manager to be loaded during the installation process which may be seen for a second as it is loaded and is then placed in the background.

b) Under Vista you can enable User Account Control (Control panel/ Security Center/ User Account Control (UAC)) such that the user is informed, via alerts, of certain system events that might compromise Security. The UPDD install (setup.exe) program will perform certain tasks such that an UAC Alert is shown informing the user that Setup is requesting permission to proceed. Proceed to complete installation or turn off UAC prior to UPDD install.

5. Very important 64 bit note:
The UPDD 4.1.x install process calls a 64bit specific install module at 29% of the UPDD install and in some circumstances the install fails at this point. Further investigation has revealed that some 64 bit systems do not have the runtime components of Visual C++ Libraries required to run 64-bit applications developed with Visual C++. Should an install fail on a 64 bit system please install the 64 bit C++ libraries available here and rerun the install.

6. The driver will take control of USB devices configured in the package. However, if another driver is installed to control the device the UPDD entry will show an error in the device manager as UPDD will not automatically try and remove an existing driver. This is normally shown in the Device Manager with a yellow exclamation mark, as shown:

To rectify this problem remove the device created in the device manager by the other driver and reinstall UPDD.

A yellow exclamation will also be shown if there is an error on the system preventing access to the device.

Installation Procedures

Installation of the driver must been performed whilst logged on as a user with Administration rights.

Expand the .ZIP file and extract and run the setup.exe program. The program initially checks that the OS is supported e.g.Win 95, 98, ME is not supported by 4.1.x and will issue a notice and cease installation. It then checks that the driver has support for the OS. E.g. installing a driver only built for 32 bit OS will not install on a 64 bit OS. In the latter case you need to request a setup with the required support.

If the OS is supported the standard install (running setup.exe without any parameters) will show a list of supported controllers in this build. If installing for a non PnP touch device, such as a serial device, you need to select the controller from the list. PnP devices will be automatically discovered by UPDD driver so there is no need to select. If you select a serial controller you will be able to define the serial port. If the port is not listed this can be entered from the UPDD Console after installation. Additional non-PnP devices can also be added after install as required.

During install, keyboard hotkeys, via the Alt key, can be used to control the install dialog. Up and down arrow keys can be used to traverse the controller list, Alt C to cancel and Alt I to continue with install.

Important note: 4.1.x cannot be installed over an old version so please uninstall and reboot before installing. If 4.1.x install detects that an older version exists or has been deleted without a reboot the install will halt and issue a request to uninstall/reboot as appropriate.

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

Installation Options

-s

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.

-sr

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.

-f

Operating system check override

Depending on the target OS the install will perform different installation tasks. At various stages of the install the software checks what OS is in use and issues a failure if the OS is unknown or unsupported. In some cases this check will fail, especially if installing UPDD as part of an OS image creation where the service called to check the OS returns erroneous data because of the state of the image build process. This option can be used to inform the setup of the target OS, being 2 (2000) X (XP) or V (Vista). If UPDD is installed too early in the OS image build process other OS services calls may fail preventing successful installation.

Clone

Duplicate (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 (4.0.x) or .ini file (4.1.x) which, for cloning purposes, should be renamed to upddclon.reg (UPDD version 4.0.x) or tbupdd.ini (UPDD version 4.1.x)

To use this file during UPDD setup, create a folder to hold the updd setup program (setup.exe) and a sub-folder UPDD_EXT within this folder to hold the clone file.

E.g. To perform a 4.1.x clone install:

C:\temp

Setup.exe

C:\temp\UPDD_EXT

Tbupdd.ini

When setup is invoked it will find the clone file and perform a silent install using the settings within the clone file. The setup.exe should not be in a folder called c:\program files\updd

INF

Make INF file (under review for 4.1.x)

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 2000, XP and Vista 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, XP and Vista 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.

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.

Serial port issues

Change serial port connection

The UPDD Console - Hardware tab allows the COM port name to be reassigned after installation.

Serial to USB adaptors

If using a serial to USB adaptor, select the appropriate name in the COM port selector.

Serial port testing

Should the serial port connection not be working there are a number of procedures to follow to help identify the problem as described in the knowledge base article here.

Uninstall

The driver can be removed via the Windows Control Panel, ‘Add/Remove Programs’ or ‘Programs and Features – Change/Remove’ option:

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

Manual uninstall can be achieved by calling the program …\updd\uninstall.exe. For Silent uninstall, with no user dialogs being shown, pass the parameter UNINSTALLS i.e …\updd\uninstall.exe UNINSTALLS

Multi-monitor and multi-device support

Multi-monitor and multi pointer devices are supported with this driver and this functionality is covered in full in the multi monitor and device document, Windows section.

Display rotation considerations

Under Windows there are various methods for rotating the desktop and UPDD will work with most rotate implementations as explained in detail in the separate rotate documentation.

System Setting

Certain system settings may affect the functionality of the pointer device. This section highlights some of the settings that may need to be changed as required.

Mouse settings

Double click capabilities are affected by the system’s Mouse settings. To achieve a double click using the pointer device these settings need to cater for the type of device in use. A touch screen may well require different settings to that required by a mouse. The main setting that affects the ability to double click is the double click speed. If this is set too fast it may be impossible to produce a double click. Ensure this is set to an appropriate value in the mouse settings to allow for double clicks via a stylus.

The UPDD Console, Click Mode dialog, System Mouse settings will invoke the Windows Mouse settings as shown in the following example:

Standby settings

Some touch devices can be used to bring a system out of standby. If the device is capable of this you also need to specify in the Device Manager (Start, Control Panel, System, Hardware tab, Device Manager) that the device can be used for this purpose, as shown below:

In the Device Manager, identify the UPDD device entry, right click to bring up the device menu, select Properties, Power Management and set accordingly.

Touch Utilities

Virtual Keyboards
A number of Virtual keyboards are available on the Web for Windows as detailed in the UPDD Virtual keyboard documentation.

Mouse Cursor

A Windows cursor scheme settings program called TBcursor is shipped with UPDD and installed in the UPDD Application folder which can also be configured from within the UPDD Console, Extensions, Cursor tab.

Contact

For further information or technical assistance please email the technical support team at technical@touch-base.com