==================================================================== Release Notes IntelliPort(tm) II STREAMS Driver 1.0.0 for UNIX(tm) SVR4 December 1, 1992 ==================================================================== ------------ Introduction ------------ This Release Note describes how to install IntelliPort II hardware and software on a UNIX SVR4.0 or SVR4.2 host system. Before you begin, review Chapter 1 of the Product User Guide for an overview of product features and operation. ----------------- Table of Contents ----------------- Hardware Installation System Dependencies Installing in an ISA System Installing in an EISA System Installing in a Micro Channel System Software Installation Using EasyInstall Starting Installation Setting Controller Parameters Setting Individual Port Parameters How Installation Affects the System Device Nodes (ttymon and getty) /etc/ttytype Entries (ttymon and getty) /etc/inittab Entries (ttymon and getty) System Administration Using IntelliView Changing Screens Hot-key Mapping Hot-key Scanning Profiles New IntelliSet Parameters Application Notes Scan Code Applications Flow Control Using uucp and cu Known Limitations We recommend that you install the IntelliPort II hardware before the IntelliPort II software. +--------------------------------------------------------------------+ | Important! To avoid damage to hardware, always turn off the power | | to the system before you plug or unplug IntelliPort II cables or | | components. | +--------------------------------------------------------------------+ Computone and IntelliPort are trademarks of Computone Corporation. All other company and product names are trademarks or registered trade- marks of their respective companies. --------------------- Hardware Installation --------------------- This section provides a brief version of the IntelliPort II hardware installation procedures. For more information, see the Product User Guide for your IntelliPort II product. System Dependencies The IntelliPort II STREAMS driver imposes the following dependencies: - You can install up to four controllers in one system. - All IntelliPort II controllers must share the same IRQ. - If you have an EISA system, you cannot install IntelliPort II ISA and IntelliPort II EISA controllers in one system. Installing in an ISA System To install an IntelliPort II controller in an ISA host, follow these steps: 1. Disconnect the power to the ISA host system and any connected peripheral devices. Remove the system cover and expansion slot cover. 2. Set the base I/O address DIP switches on the IntelliPort II controller, as described in Chapter 2 and Appendix B of the Product User Guide. This assigns a block of eight I/O addresses to the controller. Write down the selected base I/O addresses in the Hardware Reference Log in the Product User Guide. Note: You can install up to 4 IntelliPort II controllers in a host system. However, you must assign a unique base I/O address to each controller. 3. Secure the controller in a 16-bit expansion slot. Write down the slot number in the Hardware Reference Log in the Product User Guide. 4. Replace the system cover. 5. Connect external concentrators or expansion boxes to the IntelliPort II controller, if any. 6. Reconnect any other peripheral devices disconnected in step 1. 7. Power on the system and any attached devices. Proceed to the section "Software Installation" for instructions on installing the IntelliPort II software drivers. Installing in an EISA System This section describes how to install ISA or EISA IntelliPort II controllers in an EISA host system. Since EISA configuration steps vary slightly from one EISA system to another, consult your EISA system documentation if you require clarification or additional information. +----------------------------------------------------------------+ | Important: The IntelliPort II STREAMS drivers do not support | | a mix of IntelliPort II ISA and IntelliPort II EISA control- | | lers in the same system. | +----------------------------------------------------------------+ Installation in an EISA host is a two-part process: configuring the system and then installing the controller. Configuring the EISA System To configure the IntelliPort II controller into your EISA system, follow these steps: 1. Insert your working copy of the EISA Configuration Diskette in the floppy drive and power on the system. 2. When the EISA Configuration menu appears, select the "Manual Configuration" option. (Do not select "Automatic Configura- tion".) From the next menu, select the "Copy Files from a Configuration Diskette" (or similar) option. 3. When prompted to do so, insert the Computone Option/Configu- ration Diskette. If you have the option to copy a single configuration (.CFG) file, copy the file shown in the fol- lowing table whose description matches the controller that you have installed. Otherwise, the program copies all the files. The available files, and their descriptions, are as follows: File Controller ------------ -------------------------------------------- !CTN0204.CFG ISA 4-port !CTN0208.CFG ISA 8-port !CTN0263.CFG ISA 16-port or EXpandable, if configured for 8-bit I/O !CTN0264.CFG ISA 16-port or EXpandable, for normal 16- bit I/O operation !CTN0218.CFG EISA 8-port !CTN0281.CFG EISA 16-port or EXpandable 4. Remove the Computone Option/Configuration Diskette and insert the EISA Configuration Diskette. 5. Return to the EISA Configuration utility Main Menu and select the "Configure" (or similar) option, then select the "Advanced Configuration" (or similar) option. 6. If you are installing an ISA controller, do the following: - Select the "Add" option or "Add Board" option. - For each ISA controller, select the appropriate Intelli- Port II product name and associate it with the expansion slot in which it resides. - Save your selections. 7. Choose the IntelliPort II controller and its slot number from the list on the screen. The screen displays an IRQ assignment for the controller. If you are installing multiple IntelliPort II controllers in the system, they must share the same IRQ. You can change the IRQ if necessary. Write down the slot number and se- lected IRQ for the controller in the Hardware Reference Log in the Product User Guide. For ISA controllers, the screen should also display a unique base I/O address. Make sure the address matches the controller's DIP switch settings. If not, you need to either change the displayed base I/O address or power down the system and set the DIP switches on the ISA controller as necessary. 8. Save the configuration, exit the EISA Configuration utility, and reboot the system. The new configuration remains in effect until you change it or until the system battery is removed or replaced. Installing the EISA or ISA Controller To install the IntelliPort II controller in your EISA system, follow these steps: 1. Disconnect the power to the EISA host system and directly- connected peripheral devices. If you are installing an EISA controller, proceed to step 3. 2. If you are installing an ISA controller in your EISA system, you must assign each controller its own unique I/O address by setting DIP switches as described in Chapter 2 and Appendix B of the Product User Guide. Write down the se- lected I/O addresses in the Hardware Reference Log in the Product User Guide. 3. Remove the system cover and secure the controller in an ex- pansion slot. You can install up to four controllers in your system. Write down the slot number in the Hardware Reference Log in the Product User Guide. 4. Replace the system cover. 5. Connect external concentrators or expansion boxes to the IntelliPort II controller, if any. 6. Reconnect any other peripheral devices disconnected in step 1. 7. Power on the system and any attached devices. Proceed to the section "Software Installation" for instruc- tions on installing the IntelliPort II software drivers. Installing in a Micro Channel System This section describes how to install IntelliPort II hardware in a Micro Channel(tm) host system. Since configuration steps vary slightly from one Micro Channel system to another, consult your Micro Channel system documentation if you require additional information. Installation in a Micro Channel host is a two-part process: installing the controller and configuring the system. Installing the Micro Channel Controller To install the IntelliPort II controller in your Micro Channel system, follow these steps: 1. Make a working copy of your system's Micro Channel Refer- ence Diskette. Consult your system documentation for more information. 2. Disconnect the power to the Micro Channel system and any directly-connected peripheral devices. 3. Remove the system cover and/or expansion slot cover. 4. Insert the IntelliPort II controller in an expansion slot and secure it in place. You can install up to four control- lers in one system. 5. Replace the system cover. 6. Connect external concentrators or expansion boxes to the IntelliPort II controller, if any. 7. Reconnect any other peripheral devices disconnected in step 1. 8. Power on the system and any attached devices. Configuring the Micro Channel System To configure the IntelliPort II controller into your Micro Channel system, follow these steps: 1. Insert the working copy of the Micro Channel Reference Disk- ette in the floppy drive and power on the system. The system should display the following (or similar) status message: Error Code = 00016500 This means that the system has detected a configuration change. 2. Follow the directions to access the Main Menu of the Micro Channel Configuration program. Select the "Copy an Option Diskette" option. Do not select the "Automatic Configura- tion" option. 3. When prompted for the Source Option diskette, remove the Micro Channel Reference Diskette, insert the Computone Option/Configuration Diskette, then press ENTER. The Con- figuration program copies the configuration files @61F2.ADF (for 8-port products) and @61F3.ADF (for 16-port and EXpandable products) onto the system. 4. When the copy operation completes, remove the Computone Option/Configuration Diskette and insert the Micro Channel Reference Diskette. 5. Return to the Main Menu and select the "Set a New Configu- ration or Change a Configuration" option, then use the cursor to select the IntelliPort II product that you have installed. For each IntelliPort II controller, the screen displays an interrupt request vector (IRQ) and I/O address. 6. Make sure each IntelliPort II controller has a unique I/O address. If the system detects an I/O address conflict, the screen displays an asterisk (*) next to the conflicting address. If this occurs, select another I/O address. Write down the selected I/O addresses in the Hardware Ref- erence Log in the Product User Guide. 7. Make sure the assigned IRQ is used only by IntelliPort II controllers. If you are installing multiple IntelliPort II controllers in your system, they must all share the same IRQ. Write down the selected IRQ in the Hardware Reference Log in the Product User Guide. 8. Return to the Main Menu, save the configuration, exit the program, and reboot. The configuration remains in effect until you change it, or until the system battery is removed or replaced. Proceed to the section "Software Installation" for instruc- tions on installing the IntelliPort II software drivers. --------------------- Software Installation --------------------- This section describes how to install the IntelliPort II STREAMS soft- ware device drivers. Before you begin, make sure that a UNIX SVR4- compatible operating system is installed and active on your system. Using EasyInstall During IntelliPort II device driver software installation, you will encounter several EasyInstall menu screens. EasyInstall supports the following function keys: Key Function ----- ------------------------------------- F1 Help F2 List Choices F3 Save F4 Exit F5 Copy Line F6 Clear Field ENTER Next Field PgUp Next Screen (within current list) PgDn Previous Screen (within current list) These functions are context-sensitive, and may not be available at all times. When EasyInstall displays its menus, you can also use the arrow keys to move from one menu choice to another. Starting Installation The first phase of software installation is starting the Intelli- Port II driver installation program. You can install the Intelli- Port II drivers under either sysadm or pkgadd. Starting Under sysadm If you have the sysadm utility on your system, follow these steps. Otherwise, skip to the next section, "Starting Under pkgadd." 1. Log onto your system as root. Start up the system admin- istration program by entering: sysadm 2. From the System Administration Menu, select "software" and press [ENTER]. From the Software Installation Menu, select "install" and press [ENTER]. 3. Enter diskette1 or diskette2 in the Package Location field to indicate the diskette drive you intend to use for device driver installation, then enter ip2 as the package name. Do not change the values of any other fields. Press [F3] to put your selections into effect. 4. When prompted to do so, insert the IntelliPort II STREAMS Driver Diskette in the floppy drive. Follow the instruc- tions on the screen. Starting Under pkgadd If you do not have the sysadm utility on your system or wish to use the pkgadd utility instead, follow these steps: 1. Log onto your system as root. Enter the command: /usr/sbin/pkgadd -d diskettex where x is the diskette drive that you intend to use for IntelliPort II device driver installation. 2. When prompted to do so, insert the IntelliPort II STREAMS Driver Diskette in the floppy drive. Follow the instruc- tions on the screen. Setting Controller Parameters The next phase of driver installation is to set controller parameters and parameters that affect all ports on the con- troller. Follow these steps: 1. Choose the installation type you want. The available options are getty and ttymon; the default is ttymon. 2. Wait for the following message to appear: IntelliPort II Installation Program Press any key to continue. 3. When the first installation program screen appears, do the following: - Indicate the number (1 - 4) of IntelliPort II controllers installed in the system. - Indicate the IRQ that has been reserved for each Intelli- Port II controller. Remember that if multiple Intelli- Port II controllers are installed, they must share the same IRQ. - Press [F3] to continue. 4. When the next installation program screen appears, do the following for each controller: - Specify the type of IntelliPort II controller you are installing in the Board Type field (press [F2] to list choices). - Specify the unique I/O address that was assigned during hardware installation in the I/O Range field (press [F2] to list choices). You must assign a unique I/O address to each IntelliPort II controller. - Specify the maximum number of IntelliView screens to be accessible from attached terminals in the Max Screens/ Terminal field. The following table shows valid selec- tions. This selection applies to all terminals attached to this controller; see the Product User Guide for more information on the IntelliView feature. Press [F3] to put your selections into effect. (You can assign fewer screens to individual terminals by assigning different profiles to each terminal.) Number Enables IntelliView of Screens Main Screen plus ---------- --------------------------- 1 Zero (0) Alternate Screens 2 One (1) Alternate Screen 3 Two (2) Alternate Screens 4 Three (3) Alternate Screens 5 Four (4) Alternate Screens 6 Five (5) Alternate Screens 7 Six (6) Alternate Screens 8 Seven (7) Alternate Screens 5. If you are configuring an IntelliPort II EXpandable pro- duct, specify the number of ports (8 or 16) on each ex- ternal concentrator. The Box1 field indicates the concen- trator closest to the controller, the Box2 field indicates the next concentrator, and so on. Press [F3] to record your selections. 6. If you installed one or more ISA controllers, the screen displays the proper I/O address DIP switch settings. Note: Make sure that the DIP switch settings displayed on the screen match those on the controller(s). Press any key to continue. The installation program pro- cesses package and system information, and installs drivers and files. Setting Individual Port Parameters The last phase of driver installation is to set individual port parameters. Follow these steps: 1. Wait for the following message to appear: IntelliPort II Installation Program Press any key to continue. 2. Assign an intellicap profile to each port (press [F2] to list choices). The dumb setting specifies no IntelliFeatures. Press [F3] to put your selections into effect. 3. Specify the following parameters for each port (press [F2] to list choices for each parameter): - Choose the terminal type for each port in the Terminal Type field. The installation program writes terminal type selections to the file /etc/ttytype. - Choose the login type for each port in the Logins Enabled field. Choices are None (logins are disabled for the port), Main (logins are enabled only for the main screen), and All (logins are enabled for the main screen and all alternate screens). - Indicate whether a modem is connected to each port in the Modem field. Choices are Yes and No. - Indicate the terminal communications entry for each port in the Getty Code field (this field also applies to ttymon configurations). Press [F3] to save your selections and continue. The installation program lists the files created or changed, builds the configuration files, and relinks the kernel. 4. Press ENTER then exit the sysadm or pkgadd program. 5. Remove the IntelliPort II STREAMS Driver Diskette and shut down the system by entering: shutdown -g0 ----------------------------------- How Installation Affects the System ----------------------------------- This section describes devices and entries added to various system files. Device Nodes (ttymon and getty) The installation program creates a device node named /dev/ttys??, and a ttymon device named /dev/term/s??, for each port. Intelli- Print's transparent printer devices are named /dev/xlps??. (In each case, the ?? refers to the device number, which is a hexa- decimal number from 00 to ff.) /etc/ttytype Entries (ttymon and getty) The installation utility adds an entry to the /etc/ttytype file for each port, based on the terminal type specified in EasyInstall. The device names match the choices for the Modem field; for ex- ample, /dev/ttyS00 if this port is intended for a modem. For SVR4.2, these entries have no effect due to the added security features. /etc/inittab Entries (ttymon and getty) The installation utility adds one entry to the /etc/inittab file and its base, /etc/conf/init.d/ip2. The line is: ip2::sysinit:/sbin/autopush -f /etc/default/ip2.d/chan.conf This entry causes LDTERM and TTCOMPAT to be pushed onto the device stream whenever any IntelliPort II port is opened. No changes to the chan.conf file itself are necessary. ttymon Entries The installation program creates a ttymon port monitor for each IntelliPort II controller. The monitor for the first controller is named cton0, the monitor for the second con- troller is named cton1, and so on. The installation program also creates ttymon entries for each screen. Modem ports use the modem device names and use Connect-on-carrier. Non-modem devices turn off Connect-on- carrier. getty Entries The installation utility adds one getty entry to /etc/inittab for each screen (as is done in SVR3). --------------------- System Administration --------------------- After you have installed the IntelliPort II device driver, you can modify individual port settings by entering the command: /etc/ip2_sysadm See "Setting Individual Port Parameters" earlier in this release note for instructions. You can use ip2_sysadm for the following tasks: - Assigning intellicap profiles to each port - Setting the terminal type for each port - Setting the login type for each port - Indicating whether a modem is connected to the port - Setting the terminal communications entry for each port Note that you do not have to shut down the system after using ip2_sysadm. ----------------- Using IntelliView ----------------- Changing Screens It is best to not change screens unless the current screen is idle. For example, if an application sends escape sequences, they may become intermingled with the IntelliView screen-switch sequence. In this case, a terminal might misinterpret these sequences and display garbage on the screen. Hot-key Mapping If a Hot-Key is pressed and nothing happens, it may be because you pressed [CTRL-S]. Resist the temptation to keep pressing the Hot- Key until something happens; try pressing [CTRL-Q] instead. If you do not get any response after pressing a key, that key may be the first character of a Hot-Key sequence, and IntelliView is waiting for the rest of the sequence. For example, the ESC key may be the first key in a Hot-Key sequence. To resolve this situa- tion, you can assign a profile time-out value. If a time-out is set, and the user does not follow the initial key (e.g., [ESC]) with the rest of the sequence within the specified time-out period, IntelliView sends the key to the application. You can set a time-out by editing the file /etc/default/ip2.d/intellicap or /etc/default/ip2.d/icap.site (depending on where your profile has been defined). To set a time-out value, change or add the line: timeout = x where x represents tenths of a second in the range 1 to 255. (Note: If you set timeout=0, IntelliView waits indefinitely until the Hot-Key sequence is complete.) Hot-key Scanning Under certain conditions, you may need to temporarily disable Hot- Key scanning. To disable Hot-Key scanning, use the command: /etc/ip2_hot -b To enable Hot-Key scanning, use the command: /etc/ip2_hot -n To determine the current state of Hot-Key scanning, use the command: /etc/ip2_hot This command returns "blocked" to indicate that Hot-Key scanning is disabled, and "unblocked" to indicate that Hot-Key scanning is enabled. You should disable Hot-Key scanning under the following conditions: - File Transfers & Terminal Emulators. When using IntelliView in conjunction with terminal emulators, you should disable Hot-Key scanning before doing a file transfer. - PC-Scan Mode. If you use an application that places your ter- minal in PC-Scan mode, your terminal's keys will no longer send their normal ASCII codes. - Conflicts with Applications. If you are running an application that requires the use of a function key that is also being used within a Hot-Key sequence, you should disable Hot-Key scanning. If you use the application frequently, you may wish to redefine the Hot-Key sequence instead. Profiles The file /etc/default/ip2.d/intellicap defines Computone Intelli- Feature profiles. The file /etc/default/ip2.d/doc.intellicap defines profile parameters. You should place site-specific profiles in the file /etc/default/ip2.d/icap.site. Several utilities, including /etc/ip2_reinit, read this file immediately after the intellicap file. Note that if you create new profiles, you can refer to the profiles defined in intellicap. To prevent profiles from being accidentally erased, the icap.site file is left intact even if the IntelliPort II driver is removed or re-installed. New IntelliSet Parameters The following IntelliSet parameters are now supported: - If you set outflow=ixany! or outflow=xonxany!, the associated stty settings (ixon ixany) are locked. You can change the set- tings only by altering the profile. - If you set outflow=ixon! or outflow=xonxoff!, the associated stty settings (ixon -ixany) are locked. This prevents an appli- cation from setting ixon ixany, which could cause flow control problems if you type ahead. ----------------- Application Notes ----------------- Scan Code Applications If a PC application that uses PC scan codes sends double char- acters to the screen, make sure that you set up the terminal and getty or ttymon for 8-bit characters. Flow Control Most gettydefs and ttydefs entries default to ixany. This means that if [CTRL-S] is pressed to stop output, pressing any other key re-enables it. If the application is running so fast that the terminal cannot keep up, the terminal sends an XOFF to prevent buffer overflow. If the user is typing ahead, the incoming keys may re-enable out- put inappropriately, causing a loss of data. If this occurs, specify the gettydefs or ttydefs default value as -ixany. Users should be reminded that if they press [CTRL-S], they must then press [CTRL-Q] to re-enable output. Some applications may attempt to explicitly set ixany at startup. This can be over- ridden by using the IntelliSet outflow=ixon! or outflow=xonxoff! options, as described earlier. The IntelliPort II STREAMS driver supports two types of hardware flow control. The incoming signal CTS can provide output flow control, and the outgoing signal RTS can provide input flow con- trol. You can specify this type of flow control by using the IntelliSet entries inflow=rts! and outflow=cts!. (The stty com- mand also supports rtsxoff and ctsxon to enable this type of flow control.) Use input flow control for PCs making file transfers. Do not use input flow control for: - Terminals - PCs running terminal emulation software. Using uucp and cu This section discusses restrictions and tips for using IntelliPort II serial devices with the uucp and cu utilities. Device Assignments: Modem vs. Non-Modem Devices During device driver installation, each port on an IntelliPort II is assigned: - A modem device name, in uppercase (e.g., ttyS00) - A non-modem device name, in lowercase (e.g., ttys00). As described in the "Modem vs. Non-Modem Devices" section of the Product User Guide, modem devices report the true state of carrier detect, while non-modem devices act as though carrier detect is always asserted. As a result, processes on a modem port suspend themselves while waiting for carrier detect; pro- cesses on a non-modem port do not. Observe the following rules when assigning devices using uucp and cu: - Use a modem port (e.g., ttyS00) if: - You want to automatically log off whenever your terminal is powered off - The port is connected to a modem being used for dial-in and dial-out - The port is connected to a modem and enabled for uugetty login - Use a non-modem port (e.g., ttys00) if: - You do not want to automatically log off whenever your terminal is powered off - The port is being used as a direct serial connection between machines - The port is connected to a modem being used only for dial-out IntelliFeature Notes Use a dumb IntelliFeature profile for all uucp ports. Do not enable IntelliView and IntelliPrint on uucp ports, since uucp binary file transfers could conflict with IntelliPrint and IntelliView operations. Use IntelliSet to set RTS/CTS flow control or to lock in a baud rate only if both ends of the uucp or cu connection are set the same. Select a gettydefs or ttydefs entry that has ixon and ixoff enabled for dial-in/dial-out ports. uugetty and getty If you make any IntelliPort II-related changes to the /etc/inittab file, you must also make those changes in the file /etc/conf/init.d/ip2. If you do not change both files, the entries in /etc/conf/init.d/ip2 override the entries in /etc/inittab each time the /etc/ip2_sysadm utility runs. If you use uugetty, use the -r option to prevent race conditions from occurring. ----------------- Known Limitations ----------------- The following are known limitations of the IntelliPort II STREAMS Driver Version 1.0.0: - EasyInstall does not support a combination installation of getty and ttymon. - If you set istrip, the IntelliPort II controller automatically strips bit 8. Do not set istrip with hot-key codes that require bit 8, or the drivers cannot receive or act upon these codes. - When running IntelliView and using tab3 expansions, switching screens may interfere with the tab3 expansions. - Under extremely heavy load conditions, high speed input (e.g., 115,200 bps) may occasionally lose characters regardless of flow control settings. - If a user logs off a terminal with a transparent print job active, IntelliPrint transparent print data may be altered or lost. - If a user logs off a main port while an alternate screen is active, flow control may be lost on the alternate screen. This happens if the new login on the main screen makes changes to the tty definitions. - If an application turns off the cursor, some terminals may not restore the cursor when the user changes screens. This is a limita- tion of the terminal. - Since IntelliView and PC Term applications require 8-bit mode, the IntelliPort II driver includes gettydefs and ttydefs entries at fixed data rates prefixed with cton_8bit_ for this purpose. - The cton_8bit_ gettydefs and ttydefs entries do not set HUPCL. This makes these entries unsuitable for modem operation. - IntelliView "Hot-Key" sequences are limited to seven (7) characters in length. - IntelliSet tab and onlcr settings have no effect on IntelliView alternate screens. December 1, 1992