IRIS Explorer, Release 5.0

                                   IEH9750NB

                     Hewlett Packard PA-RISC 2.0 (HP-UX 11.00)

                                Installer's Note

              

                                    Contents

1. General Information

   1.1. Introduction
   1.2. Hardware Requirements
   1.3. Software Requirements
   1.4. Distribution Medium
   1.5. IRIS Explorer Subsystems
   1.6. IRIS Explorer Disk Space Requirements

2. Installation

   2.1. Installation Method
   2.2. Environment Variables
   2.3. License Management

        2.3.1. Installing an Uncounted License
        2.3.2. Installing a Counted License and FLEXlm on Unix
        2.3.3. Installing a Counted License and FLEXlm on Windows NT/2000

   2.4. Quick Test

3. Further Information

   3.1. Online Documentation
   3.2. Configuration Files
   3.3. Network OpenGL Issues
   3.4. Other Installation Information
   3.5. Known Problems with this Release

4. Support from NAG

5. User Feedback


1. General Information

1.1. Introduction

     This document is essential reading for the NAG Site Contact responsible
     for installation and maintenance of the IRIS Explorer implementation
     specified in the title. The installer will be provided with a printed copy
     of this document (Installer's Note).

     The use of all supplied software must be in accordance with the terms and
     conditions of the Software Licence signed by NAG and each site. Any
     request to use NAG software on a computer other than the one licensed must
     be referred to NAG (see Section 4). 

1.2. Hardware Requirements

     To run this software you need an Hewlett Packard workstation which 
     supports HP's PA-RISC 2.0 architecture. Information on appropriate HP 
     hardware model numbers can be obtained from the list in the file at 
     /opt/langtools/lib/sched.models on HP machines. You will also need a 
     colour monitor.
 
     For best results, you will also need a graphics system which is supported 
     by HP's implementation of the OpenGL(tm) graphics library. These include 
     the Visualize fx series of graphics accelerators. In addition, most X 
     displays are supported by HP's OpenGL using either 3D hardware 
     acceleration or software rendering; see Section 3.3 below for further
     details.

     The recommended minimum configuration for the working system is:
 
     - 32Mb real memory
     - 170Mb disk space (see Section 1.6, below)

1.3. Software Requirements

     This system has been developed under HP-UX 11.00. It will not work with
     earlier versions of HP-UX.

     The following system software is required:

     - HP-UX 11.00 or compatible
     - OpenGLRunTime 
     - ACXX

     OpenGLRunTime and ACXX are HP software products, obtainable from HP. They
     comprise, respectively, the OpenGL runtime environment and the HP ANSI C++
     compiler.

     An HTML browser such as Netscape Navigator is required to read the on-line
     documentation (see Section 3.1, below).

1.4. Distribution Medium
     
     The implementation is distributed as a set of tar files on a CD-ROM, 
     which also contains an installation script, unless otherwise indicated on 
     the medium and accompanying despatch note.
  
1.5. IRIS Explorer Subsystems

     The IRIS Explorer distribution includes the following subsystems. 

     explorer.tar  IRIS Explorer base system, modules, example maps, sample 
                   data, module development environment and module source. 
 
                   This release includes 386 modules, of which 90 have been 
                   contributed by users and are provided as-is without support 
                   from NAG. This release also contains 179 maps demonstrating 
                   the use of many of the supplied modules. Finally, the source 
                   to 479 modules, which you can use as the starting point for 
                   your own module development, is also included.

     unixdoc.tar   An introductory tutorial, plus a four volume manual set 
                   (IRIS Explorer User's Guide, Reference Pages, Module 
                   Writer's Guide, Collaborative User's Guide) in HTML format.
                   The documentation also includes external links to NAG's 
                   IRIS Explorer Center website, which contains newsletters, 
                   user stories and example images.

     flexlm.tar    IRIS Explorer license management daemons and associated 
                   files.

     notes.tar     Installer's Note (this file) and Release Note, giving a 
                   short description of IRIS Explorer 5.0 and its new features.

1.6. IRIS Explorer Disk Space Requirements
     
     Subsystem Name                     Subsystem Size
                                           (Mbytes)
     explorer.tar                            133.5
     unixdoc.tar                              19.3
     flexlm.tar                               16.2
     notes.tar                                 0.1
                                             -----
     Total                                   169.1

2. Installation

2.1. Installation Method

     The distribution on the CD consists of the following files:
     
     install.sh   - installation script

     explorer.tar
     unixdoc.tar
     flexlm.tar
     notes.tar

     To install the software you should execute the install.sh script in 
     the hpux110 subdirectory on the CD. For example, if the CD is mounted 
     at /cdrom you should do the following:

     cd /cdrom/hpux110
     ./install.sh

     This script will install IRIS Explorer into a single directory which you
     will be prompted for. 

2.2. Environment Variables

     Several environment variables - including EXPLORERHOME, the location of 
     the IRIS Explorer installation - need to be set for IRIS Explorer users. 
     These are all set in the file sample.cshrc, which can itself be found 
     in the EXPLORERHOME directory. Before running IRIS Explorer, a user must
     'source' this file, (preferably) by copying the appropriate command to 
     the end of their .cshrc file. 

     Thus, for example, if IRIS Explorer has been installed in 
     /usr/local/explorer, the following command must be added to the end of 
     each user's .cshrc file:

     % source /usr/local/explorer/sample.cshrc
 
     When building modules, there is a set of variables which may be used
     to control the operation: EXPLORERUSERHOME, CXINST_STRIPPED and
     CXINST_SYMBOLIC. See $EXPLORERHOME/sample.cshrc for a discussion of 
     these.

     Sourcing this file also causes the maximum number of open file 
     descriptors per process to be set to 512.  This is necessary because 
     the default value for this resource (around 60) is too low for some of
     the IRIS Explorer maps (specifically, those that contain a large number 
     of modules) to run properly.  If not enough file descriptors are
     available, modules will fail to start, returning error messages like:

     "GenLat": failure in executing the module
     Operating system returned: Too many open files

     Other errors (including scrambled colors in geometry) are associated 
     with insufficient file descriptors.

2.3. License Management

     The use of IRIS Explorer is controlled by the FLEXlm network license 
     management system (FLEXlm is a registered trademark of GLOBEtrotter 
     Software Inc). This release of IRIS Explorer uses version 7.0e of FLEXlm. 
     The remainder of this section describes how a FLEXlm license key should be 
     installed to enable the use of IRIS Explorer. Further details about FLEXlm 
     and how it may be configured to suit your local circumstances are included 
     in the FLEXlm End User Manual and FAQ supplied in the directory
     $EXPLORERHOME/license/htmlman.

     NAG usually provides a license key of one of two types; uncounted and
     counted licenses.

     Uncounted licenses which expire after a short period are issued to
     potential users of IRIS Explorer who wish to try out the product before
     buying it; these are sometimes called DEMONSTRATION or EVALUATION
     licenses. Uncounted licenses are also issued if you have bought IRIS 
     Explorer for use on a specific machine.

     An uncounted license key consists of one FEATURE or INCREMENT line for
     each product licensed, for example:

        FEATURE IRIS_Explorer NAG 5.000 31-oct-2001 0 \
                       CBDA2041DC1BC45D2B68 "ANY" 80896b27

     This enables an unlimited number of instances of version 5.0 of the
     application IRIS_Explorer until the date specified on the system with
     hostid 80896b27 only. Note that the line is continued by escaping the
     newline character with '\'.

     Counted licenses are suitable for networks of machines. Such networks may
     consist of machines which are all the same type, or some machines may be
     different. A counted license allows you to run a number of IRIS Explorer
     sessions concurrently on any computer on the network. When IRIS Explorer 
     starts it communicates with the FLEXlm daemon (lmgrd) running on some 
     computer on the network (the license server). lmgrd requests an IRIS 
     Explorer license from the NAG daemon. Depending on the license details and 
     the number of IRIS Explorer sessions that are already running on the 
     network, the request is granted or denied. Due to the complexity of the 
     installation you are advised to have counted licenses installed by your 
     system administrator. Counted licenses are sometimes referred to as 
     NETWORK licenses.

     A counted license key specifies the license server and the location of
     the NAG daemon in addition to one FEATURE or INCREMENT line for each
     product licensed, for example:

        SERVER derwent 55001341 7312
        DAEMON NAG /usr/local/flexlm/naglm/bin/NAG
        FEATURE IRIS_Explorer NAG 5.000 31-oct-2001 7 \
                       CBDA2041DC1BC45D2B68 "H97,"

     This nominates the license server with hostname derwent, hostid 55001341
     using communications 'port number' 7312. The full path to the NAG
     daemon is specified on the second line. Up to 7 concurrent IRIS Explorer
     sessions are allowed. Note that the FEATURE line is continued by
     escaping the newline character with '\'.

     The server hostname, port number and path to the NAG daemon are the
     only items that may be changed. The port number should be chosen so
     that it does not conflict with other applications (not mentioned in this
     license file) managed by FLEXlm.

     For uncounted licenses it is sufficient to install the license; no other
     licensing software is required and these licenses are therefore easy to
     install.

     Counted licenses also require the installation of the license daemon,
     the NAG daemon and the FLEXlm utility programs.

     Only one license daemon and NAG daemon are required per network. They must
     both be installed on the license server. Any machine on the network may
     be the license server. You need to consider which machine is most suitable.
     It should be a machine that is always up and running when anyone on the 
     network is likely to be running IRIS Explorer. It also needs to have an 
     architecture and operating system that is supported by FLEXlm. The 
     following are supported:

        alpha_u3  - DEC Alpha AXP Digital UNIX [Compaq Tru64 UNIX]
        hp700_u9  - Hewlett Packard 9000/700 series HP-UX
        i86_g2    - Intel 80x86 Linux (RedHat 5 and equivalents)
        i86_l1    - Intel 80x86 Linux (RedHat 4 and equivalents)
        i86_n3    - Intel 80x86 Microsoft Windows (NT/2000 and 95/98)
        i86_r6    - Intel 80x86 Linux (RedHat 6 and equivalents)
        rs6000_u3 - IBM RISC System/6000 AIX
        sgi32_u5  - Silicon Graphics IRIX version 5 
        sgi32_u6  - Silicon Graphics (n32 ABI) IRIX version 6
        sgi64_u6  - Silicon Graphics (64-bit ABI) IRIX version 6 
        sun_u5    - Sun 4 (SPARC) SunOS version 5 (Solaris)

     An uncounted license may be a simple time expiring or demonstration license
     or it may be bound to a specified computer through the hostid. If you have
     negotiated a time expiring demonstration license you will not need to
     supply the hostid. NAG will provide the license key which should be
     installed as described in Section 2.3.1.

     For a longer term uncounted or counted license you will have to inform NAG
     of the hostname and hostid. To obtain the hostid, locate the FLEXlm
     utility program 'lmutil' in the appropriate subdirectory of
     $EXPLORERHOME/license/bin, and run it with argument 'lmhostid'.

2.3.1. Installing an Uncounted License

       Store the text of the license key in a file, say 
       /usr/local/lib/nag/license.demo

       The location of this file must be made known to the NAG application by
       setting the environment variable LM_LICENSE_FILE to the full pathname
       of the file before the application is invoked.

       For example, in the C-shell, type:
       
          setenv LM_LICENSE_FILE /usr/local/lib/nag/license.demo

       or in the Bourne shell, type:

          LM_LICENSE_FILE=/usr/local/lib/nag/license.demo
          export LM_LICENSE_FILE

       No other actions are required to install an uncounted license,
       and you may skip to Section 2.4.

2.3.2. Installing a Counted License and FLEXlm on Unix

       If your license server is already running FLEXlm v7.0e or later for a
       NAG product, add the FEATURE line for IRIS Explorer to your existing 
       license file and use the lmreread utility. The only other action 
       required in this case is to ensure that the environment variable 
       LM_LICENSE_FILE is set as described below. Apart from this, the 
       remainder of this section may be skipped.

       Store the text of the license key in a file on the license server, say
       /usr/local/flexlm/naglm/license.dat, ensuring that the word after SERVER
       is the network name of the license server and the path on the DAEMON
       line is /usr/local/flexlm/naglm/bin/NAG.

       On the system(s) where IRIS Explorer is to be run, set the environment
       variable LM_LICENSE_FILE to "port@host", where port is the port number 
       on the SERVER line and host is the hostname of the license server.

       For example, in the C-shell, type:

          setenv LM_LICENSE_FILE 7312@derwent

       or in the Bourne shell, type:

          LM_LICENSE_FILE=7312@derwent
          export LM_LICENSE_FILE

       If IRIS Explorer is to be used on the license server only, 
       LM_LICENSE_FILE may be set to the full pathname to the license file.

       Copy the FLEXlm daemons and utilities from the appropriate sub-directory
       of $EXPLORERHOME/license/bin into /usr/local/flexlm/naglm/bin on the
       license server (this should be on a local filesystem, not NFS). With
       /usr/local/flexlm/naglm/bin as the current directory, execute the script
       $EXPLORERHOME/license/bin/mklinks to make links from lmutil to the
       FLEXlm utility command names that are used in the documentation.
       Ensure that the SERVER line in the license file is the same as that
       printed by mklinks.

       Set the environment variable LM_LICENSE_FILE to the full path of the
       license file and enter the command ./lmgrd to start the license manager.
       If any problems are reported, rectify them using the information in the
       FLEXlm End User Manual and FAQ. Stop the license manager with the
       command ./lmdown.

       lmgrd should be started on the license server whenever the run level
       changes into multi-user mode. You need to be 'root' to arrange this,
       but lmgrd does not have to be run as root so you should set up a
       non-privileged username, for example flexrun. An appropriate entry
       in /etc/passwd would be:

          flexrun:*:22:22:Runs FLEXlm lmgrd only:/nonexistent:/bin/sh

       This example places flexrun in group 22, which should be lmadmin. The
       entry in /etc/group is:

          lmadmin:*:22:root,flexrun

       In the scripts executed by init, lmgrd should be started with a
       command like:

          su flexrun -c "umask 022; /usr/local/flexlm/naglm/bin/lmgrd \
               -c /usr/local/flexlm/naglm/license.dat -2 -p \
               -l /usr/local/flexlm/naglm/lmgrd.log"

       Refer to the FLEXlm End User Manual for a full description of the
       possible arguments to lmgrd.

2.3.3. Installing a Counted License and FLEXlm on Windows NT/2000

       In this subsection, we assume that drive C: is the Windows system drive.
       If your WINNT directory is on another drive, use the proper drive letter
       in all paths.

       If your license server is already running FLEXlm v7.0e or later for a
       NAG product, add the FEATURE line for IRIS Explorer to your existing 
       license file and use the Reread option of the lmtools utility. The only 
       other action required in this case is to ensure that the environment 
       variable LM_LICENSE_FILE is set as described below. Apart from this, 
       the remainder of this section may be skipped.

       Store the text of the license key in a file on the license server, say
       C:\FLEXLM\NAGLM\LICENSE.DAT, ensuring that the word after SERVER
       is the network name of the license server and the path on the DAEMON
       line is C:\FLEXLM\NAGLM\BIN\NAG.EXE. The file must be saved as a simple
       text file.

       On the system(s) where IRIS Explorer is to be run, set the environment
       variable LM_LICENSE_FILE to "port@host", where port is the port number 
       on the SERVER line and host is the hostname of the license server. 

       For example, in the C-shell, type:

          setenv LM_LICENSE_FILE 7312@derwent

       or in the Bourne shell, type:

          LM_LICENSE_FILE=7312@derwent
          export LM_LICENSE_FILE

       Copy the contents of $EXPLORERHOME/license/bin/i86_n3 into 
       C:\FLEXLM\NAGLM\BIN on the license server. 

       Open an MS-DOS Command Prompt window, change directory to
       C:\FLEXLM\NAGLM and type the command:

          bin\lmgrd -app -c C:\FLEXLM\NAGLM\LICENSE.DAT

       This will start the license manager and report its success or failure.
       If any problems are reported, rectify them using the information in the
       FLEXlm End User Manual and FAQ. To terminate the license manager, change 
       directory to C:\FLEXLM\NAGLM and type the command:

          bin\lmutil lmdown -c C:\FLEXLM\NAGLM\LICENSE.DAT

       The license manager is most easily controlled by the "Configuration 
       using Services" facility of the lmtools program, as described in Chapter 
       7.15 of the FLEXlm End User Manual. Use the Service Name "FLEXlm License 
       Manager for NAG".

2.4. Quick Test

     Assuming that you have installed in /usr/local/explorer and completed the
     installation procedure detailed in the previous section, you can test some 
     basic functionality as follows: 

     % source /usr/local/explorer/sample.cshrc
     % explorer -map $EXPLORERHOME/maps/simple.map

     This draws a simple 3D model which you can rotate with the mouse. 
     Try any other maps in the $EXPLORERHOME/maps directory. 

3. Further Information

3.1. Online Documentation

     A full set of documentation in online hypertext format is provided
     with this release of IRIS Explorer. The root of the online
     distribution is at

     $EXPLORERHOME/doc/html/index.htm

     The documentation can be viewed by any suitable HTML browser such as
     Netscape Navigator. For example, if you are using Netscape Navigator
     from your shell window, type 
 
     netscape $EXPLORERHOME/doc/html/index.htm

     The documentation set comprises an introductory tutorial, plus a
     four volume manual set for the system:
            
        IRIS Explorer User's Guide
        IRIS Explorer Reference Pages
        IRIS Explorer Module Writer's Guide
        IRIS Explorer Collaborative User's Guide 

     together with a list of Frequently Asked Questions (with pointers 
     to interactive demos).  The documentation also contains external 
     links to case studies, training course information, an on-line user 
     newsletter and a module repository; use of these external links 
     requires your computer to be connected to the Internet.

3.2. Configuration Files

     The default preferences file for IRIS Explorer is
     $EXPLORERHOME/Explorer.config. It contains the default locations of
     modules and maps, establishes module categories, and sets the shared
     memory arena size. You can customize your own preferences by editing the
     sample.explorerrc file in $EXPLORERHOME and saving the updated copy under
     the name .explorerrc in your home directory. 

3.3. Network OpenGL Issues

     This release uses HP's implementation of OpenGL for rendering. The modules
     which use OpenGL are ColorEditor, Render, RenderRemote, TransformGen, 
     ViewGeom and VolumeRender. Some noteworthy issues are:

     (a) HP's OpenGL will interrogate the X display and choose a suitable 
         rendering mode. If the X server has the GLX extension, the OpenGL will 
         render in a mode that takes advantage of 3D hardware acceleration 
         wherever possible. If the GLX extension is not present, the OpenGL 
         will automatically switch to using the so-called Virtual Memory Driver 
         (VMD), a mode which uses software rendering. This works on a wider 
         variety of displays, but has a comparative performance penalty because 
         hardware acceleration is not used. 

         Although the OpenGL will automatically choose the most suitable 
         rendering mode for the display, the software rendering mode can be 
         selected explicitly using an environment variable:

         % setenv HPOGL_FORCE_VGL=1

     (b) On some displays with minimal OpenGL support the OpenGL modules cannot
         display any graphics at all (even using software rendering). This 
         problem is signalled by an error message such as:

         Render: Inventor error in SoXtGLWidget::buildNormalGLXWidget(): could
         not create visual

     (c) For some values of the DISPLAY variable, an OpenGL module will 
         exit with an error message like:

         Render: Inventor error in SoXtGLWidget::ginitCB(): could not create 
         main context

         DISPLAY values which appear to suffer from this problem include :0 and 
         :0.0. One way of solving this is to change the value of DISPLAY to an 
         alternate though equivalent value, for example 0:0.0 or localhost:0.

3.4. Other Installation Information

     Most modules built under IRIS Explorer version 4.0 will require 
     recompilation and relinking before they will work in IRIS Explorer 
     5.0. In addition, changes to the source may be required for 
     modules which use routines in the IRIS Explorer API which have been 
     updated or replaced (see the IRIS Explorer 5.0 Release Notes in 
     $EXPLORERHOME/docs/relnotes.txt, and Chapter 3 of the IRIS 
     Explorer Reference Pages for more details on these routines).

     Module resource files, map files, DataScribe script files, and saved
     lattice or pyramid files have not changed in structure between versions
     4.0 and 5.0. The control panels for some modules have been changed 
     (usually by replacing an option menu widget with a check box widget) which
     will generate a warning message when a map containing the old version of
     that module control panel is loaded into the Map Editor. To update the 
     control panel in the map file, simply save the map from the Map Editor.
     All of the demo maps shipped with IRIS Explorer have been updated in this
     fashion.
 
3.5. Known Problems with this Release

     The group compilation process has been tested extensively and has been
     found to work with several groups of modules, but it cannot be guaranteed
     to behave correctly with every combination of modules. In particular, 
     problems may occur for groups that include multiple instances of modules 
     which are statically linked to libraries containing global or static 
     data. Examples of these types of modules include those that use the 
     NAG Graphics Library, LatFunction-based modules and ImageVision modules
     on some platforms.

4. Support from NAG

   (a) Contact with NAG

       Queries concerning this document or the implementation generally should
       be directed initially to your local Advisory Service. If you have
       difficulty in making contact locally, you can contact NAG directly at
       one of the addresses given in the Appendix. Users subscribing to the 
       support service are encouraged to contact the IRIS Explorer Centers (see 
       below). The NAG Response Centres are available for general enquiries 
       from all users. 

   (b) IRIS Explorer Centers

       The IRIS Explorer Centers are available for technical queries from sites
       with an annually licensed product or support service. 

       The IRIS Explorer Centers are open during office hours, but contact is
       possible by fax, email and phone (answering machine) at all times. 

       When contacting the IRIS Explorer Centers please quote your NAG site
       reference and NAG product code (in this case IEH9750NB)

       The locations are:

       IRIS Explorer Center (Europe)
       Wilkinson House
       Jordan Hill Road
       OXFORD  OX2 8DR
       United Kingdom
       Tel:   +44 (0)1865 516377
       Fax:   +44 (0)1865 516388
       email: support@nag.co.uk
       WWW:   http://www.nag.co.uk/Welcome_IEC.html

       IRIS Explorer Center (North America)
       1431 Opus Place, Suite 220
       Downers Grove
       IL 60515-1362
       USA
       Tel:   +1 630 971 2367
       Fax:   +1 630 971 2706
       email: explorer@nag.com
       WWW:   http://www.nag.com/

       IRIS Explorer Center Japan (IECJ)
       Yaesu Nagaoka Building No. 6
       1-9-8 Minato
       Chuo-ku
       Tokyo
       Japan
       Tel:   +81 (0)3 5542 6311 
       Fax:   +81 (0)3 5542 6312 
       email: help@nag-j.co.jp
       WWW:   http://www.nag-j.co.jp/

   (c) NAG Websites

       The NAG websites are an information service providing items of interest 
       to users and prospective users of NAG products and services. The 
       information is reviewed and updated regularly and includes 
       implementation availability, descriptions of products, downloadable 
       software, product documentation and technical reports. The NAG websites 
       can be accessed at

       http://www.nag.co.uk/   or

       http://www.nag.com/     (in North America) or
 
       http://www.nag-j.co.jp/ (in Japan)
 
   (d) NAG Electronic Newsletter

       If you would like to be kept up to date with news from NAG you may want
       to register to receive our electronic newsletter, which will alert you
       to special offers, announcements about new products or product/service
       enhancements, case studies and NAG's event diary. To register visit one 
       of our websites or contact us at nagnews@nag.co.uk. 

5. User Feedback

   Many factors influence the way NAG's products and services evolve and your 
   ideas are invaluable in helping us to ensure that we meet your needs. If you 
   would like to contribute to this process we would be pleased to receive your 
   comments by email at feedback@nag.co.uk. Alternatively contact the 
   appropriate NAG Response Centre who will be happy to record your comments.


Appendix - Contact Addresses

NAG Ltd
Wilkinson House
Jordan Hill Road
OXFORD  OX2 8DR                         NAG Ltd Response Centre
United Kingdom                          email: support@nag.co.uk

Tel: +44 (0)1865 511245                 Tel: +44 (0)1865 311744
Fax: +44 (0)1865 310139                 Fax: +44 (0)1865 310139

NAG Inc
1431 Opus Place, Suite 220
Downers Grove
IL 60515-1362                           NAG Inc Response Center
USA                                     email: infodesk@nag.com

Tel: +1 630 971 2337                    Tel: +1 630 971 2345
Fax: +1 630 971 2706                    Fax: +1 630 971 2706



Nihon NAG KK
Yaesu Nagaoka Building No. 6
1-9-8 Minato
Chuo-ku
Tokyo
Japan
email: help@nag-j.co.jp

Tel: +81 (0)3 5542 6311 
Fax: +81 (0)3 5542 6312 

[NP3587/IN - Revised]