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Introduction

CHARON-VAX / CHARON-PDP products are distributed in form of a zip file that contains the CHARON-VAX / CHARON-PDP installation executable ("InstallShell.exe"). The InstallShell procedure offers the possibility to select several modules to install. It is recommended to install all modules (the default).

CHARON-VAX / CHARON-PDP installation consists of the following steps:

Perform host system checks (hardware and software) to ensure the host platform meets minimum CHARON-VAX / CHARON-PDP installation requirements
Optionally, create a specific CHARON username with administrative privileges
Extract CHARON-VAX / CHARON-PDP installation procedure files from its archive
Install CHARON-VAX / CHARON-PDP by running "InstallShell.exe" installer and following the instructions
Install CHARON-VAX / CHARON-PDP license (hardware dongle or software license)
Configure CHARON-VAX / CHARON-PDP host system, for example, network adapter, host OS services, etc.

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Hardware Requirements

Number of CPU cores

Each CHARON-VAX / CHARON-PDP emulated CPU requires a corresponding physical core. So the total number of the host CPUs must exceed the number of emulated CPUs since some of the host CPUs must be dedicated to serving CHARON I/O operations and host operating system needs.

The following table shows the minimum and recommended number of CPUs required for each product:

CHARON-VAX / CHARON-PDP product	Minimal number of host CPU cores	Recommended number of host CPU cores
CHARON-PDP	2	2
CHARON-VAX/XM, XM Plus	2	2
CHARON-VAX/XL, XL Plus	2	2
CHARON-VAX/XK Plus	2	2
CHARON-VAX/6610	2	4
CHARON-VAX/6620	3	4
CHARON-VAX/6630	4	6
CHARON-VAX/6640	6	8
CHARON-VAX/6650	8	12
CHARON-VAX/6660	8	12

Hyperthreading must be switched off completely. Disable hyperthreading in the BIOS settings of the physical host or, for a VMware virtual machine, edit the virtual machine properties, select the Resources tab then select Advanced CPU. Set the Hyperthreaded Core Sharing mode to None.

CPU type and speed

Since CHARON-VAX / CHARON-PDP utilizes the LAHF instruction during VAX/PDP11 CPU emulation, please avoid using early (pre-2005) AMD64 and Intel 64 CPUs in CHARON host system since they lack this capability. AMD Athlon 64, Opteron and Turion 64 revision D processors from March 2005 and Intel Pentium 4 G1 stepping from December 2005 are LAHF instruction capable.

Concerning CPU speed, the general recommendation is that higher CPU frequency is better since it allows better emulated VAX/PDP11 performance. The minimal recommendation is at least 3 GHz.

Operative memory

The minimum host memory size depends on the amount of VAX/PDP11 memory to be emulated and on the number of CHARON-VAX / CHARON-PDP instances to be run on one host.
The minimum host memory is calculated according to the following formula:

The minimum host memory = (2Gb + the amount of VAX/PDP11 memory emulated) per CHARON-VAX / CHARON-PDP instance.

The maximum amount of VAX memory that can be created in the CHARON-VAX/66x0 products and supported by OpenVMS/VAX is 3584 Mb.
For details, see the memory size specification

Only in the case of a 32-bit host OS, when more than 1.5 GB VAX memory is configured, a 32 bit Windows host system must be configured for "large application memory". This is done by adding the /PAE and /3GB switches to the Windows boot.ini file.

To set the /PAE and /3GB startup switch in Windows:

Right-click My Computer and select Properties. The System Properties dialog box will appear.
Click the "Advanced" tab.
In the "Startup and Recovery" area, click "Settings". The "Startup and Recovery" dialog box will appear.
In the System startup area, click "Edit". This will open the Windows boot.ini file in Notepad.
In the [Operating Systems] section, add the following switches to the end of the startup line that includes the /fastdetect switch: /PAE and /3GB
Save the changes and close Notepad.
Click OK two times to close the open dialog boxes, and then restart the computer for the change to take effect.

Disk storage

The total amount of disk space required for CHARON-VAX / CHARON-PDP can be calculated as a sum of all the disk/tape image sizes plus 50 MB for the CHARON software plus space required for the normal host OS.

Ethernet adapters

CHARON-VAX / CHARON-PDP networking assumes dedicated host Ethernet adapters; their number must be equal to the emulated adapters to be configured in CHARON-VAX / CHARON-PDP11. One adapter (optionally) can be left to the host for TCP/IP networking etc.

In case of VMware-based CHARON host it is mandatory to use "E1000" virtual network adapter. Please avoid usage of "E1000E" adapter since it may lead to problems with some TCP/IP services!

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Software Requirements

Windows Server 2012 R2 Standard Edition, 64 bit version
Windows 7 Professional and Ultimate (SP1) Editions, 32 bit and 64 bit versions
Windows Server 2008 R2 (SP1) Standard and Enterprise Editions, 64 bit version
Windows 8.1 Pro and Enterprise Editions, 32 bit and 64 bit versions

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Host system preparation

All antivirus, screen saver, automatic (scheduled) backup and any other CPU consuming software as well as software that is able to temporarily lock CHARON files (such as automatic indexing) must be turned off, uninstalled and disabled.

The power scheme must be set to "High Performance" with all the "Sleep" and "Standby" modes turned off.

The automatic installation of Microsoft updates must be disabled. MS updates to the CHARON host must be done only in specific service maintenance periods established by the system administrator. Before applying new updates one must shutdown the operating system running on CHARON and stop all the running CHARON instances and services.

In case a network-wide license (red dongle or software license) is going to be used, the following operations have to be performed:

On server side (where network license will reside): open port 1947 for both TCP and UDP
On clients side: open UDP ports 30000-65535
Both on server and client sides: setup default gateway

Please consult with your Windows User's Guide on details.

If stricter firewall rules are required, it is possible to open the ports 30000-65535 and 1947 only for the "Sentinel HASP License Manager" (hasplms.exe) service (it will be installed by CHARON-VAX / CHARON-PDP11).

In case if any magneto-optical (MO) drive installed on host system is going to be used with CHARON (mapped as "\\.\PhysicalDrive<N>" to some of CHARON emulated disk controllers) the host "MediaChangeNotification" (MSN) service must be switched off manually for this drive according to the following procedure:

Type "regedit" in the search field under "Start" menu or press Windows+R and enter "regedit"; press Enter to run the found applet.

Find the "AlwaysDisableMCN" parameter in the following way:

HKEY_LOCAL_MACHINE
 + SYSTEM
    + CurrentControlSet
       + Enum
          + SCSI
             + Disk&Ven_DEC&Prod_RWZ53_____(C)DEC    <<< This one depends on Vendor and Model of your MO drive
                + 5&fd233cf&0&000500                 <<< This one depends on hardware connection (SCSI ID of MO drive, location of SCSI HBA on the host's mainboard, etc ...)
                   + Device Parameters
                      + MediaChangeNotification
                         + AlwaysDisableMCN = DWORD:00000000

Change the "AlwaysDisableMCN" parameter to "1", for example: "AlwaysDisableMCN = DWORD:00000001".
Reboot the host system.

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Before installation

Login as the local system administrator ("Administrator") on the host system.
Create a special user for running CHARON-VAX / CHARON-PDP (optionally). This user must have all the administrative privileges. Please consult with your Windows User's Guide on details.

For correct work of CHARON the installation procedure will create a special group called CHARON-GRP and the current user will be automatically included to this group. Do not remove this group and do not extract CHARON user from it, otherwise a problem with virtual memory allocation may appear on CHARON start.
The created user may belong to some domain, but please note that in this case you have to add this user to the CHARON-GRP manually as it is described in this article and then reboot CHARON host.
Stay logged in as local system administrator ("Administrator") or log off and login as the CHARON-VAX / CHARON-PDP user having administrative privileges (if this option has been chosen).
Create a special directory for the CHARON-VAX / CHARON-PDP distribution kit and copy the provided files there.
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Distribution preparation

Extract the content of the distribution archive to the current directory or copy the content of the provided distribution directory to the current directory.
Run the "InstallShell.exe" file:
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Installation

The following description assumes this is the first installation of CHARON-VAX / CHARON-PDP on the target host. Installation of additional CHARON products later follows the same procedure.

All the following examples are given for CHARON-VAX family of products. Installation of CHARON-PDP/11 is the same except the names of the products.

The first dialog lists the CHARON-VAX / CHARON-PDP products in this particular distribution:

Select the required products or all products by checking the corresponding box.

Some of the listed products may be highlighted with a red color. This indicates that the CHARON host configuration does not meet CHARON requirements for this particular product and cannot be installed. To see what requirements are not met, point the mouse cursor on that product and a pop-up box with details will appear.

Press the "Next" button.

Read the license, check "Agree" if you agree and press the "Next" button.

Select a directory to be used for CHARON installation or use the default. The path can either be entered manually or selected using the "Browse" button. Once done, press the "Next" button.

The CHARON installation procedure will install software packages required for CHARON-VAX / CHARON-PDP11, for example, Microsoft Visual C++ redistributives and Sentinel HASP Run-time:

Once the packages are installed, the setup procedure will display a dialog for the chosen CHARON product(s) components:

It is strongly recommended to leave the selection as it is unless you clearly understand what you're doing if you uncheck some modules. Once done, press the "Next" button to start the installation of the selected components.

During the CHARON installation procedure, you will have to confirm the installation of the CHARON-specific network driver. Press the "Install" button:

Once the installation if done, the following dialog will be displayed:

It is strongly recommended to reboot the CHARON host system immediately: leave the "Reboot computer now" box checked and press the "Finish" button.

Once the host system is up again, you will notice new shortcuts created on the desktop during the installation procedure. For example:

Once the CHARON-VAX / CHARON-PDP license is installed normally (see below) and the configuration file has been modified to map devices, clicking a shortcut will start the corresponding model of VAX/PDP11 emulator.

The CHARON installation procedure has created the following structure under the "Start" menu:

The programs in the "Utilities" subdirectory are discussed in detail, below.

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CHARON-VAX / CHARON-PDP home directory

By default CHARON is installed in the "C:\Program Files (x86)\CHARON" (x64) or "C:\Program Files\CHARON" (x86) directory. It has the following subdirectories:

Directory	Description
Auxiliary	Contains auxiliary material
Build_XXX\x86	Contains product executables, libraries and templates of configuration files
Chapi	Contains CHARON API files used for creating new emulated devices
Drivers	Contains CHARON drivers
HASP_X.XX	Contains Sentinel HASP Run-time installation (already installed)
InstallShell	Contains CHARON installation procedure executables
Logs	Contains CHARON installation log
Redistributables	Contains redistributables needed for CHARON running (already installed)
Utilities_X.X.XXXXX\x64	Contains CHARON utilities designed for Windows x64
Utilities_X.X.XXXXX\x86	Contains CHARON utilities designed for Windows x86
Virtual Disk Images	Contains CHARON virtual disk images, for example "idle_vms_pkg_v2.0"

The "Build_XXX\x86" directory contains template configuration files with examples of typical configuration parameters and commentaries. The template files are used to build the emulator instance. We will pay our attention to this subject in the next chapter.

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License installation

Regular HASP USB dongle

If the CHARON license is contained on a regular USB dongle, just connect it to the host USB port.

If the CHARON host is accessed remotely, please note that the contents of a regular HASP license cannot be displayed using RDP. ILO or iDRAC or some other console-capable program must be used.

Also, CHARON cannot be started manually from an RDP connection. In this case, a workaround is possible to install CHARON as a service. This procedure will be described later.

Network HASP USB dongle

If the CHARON license is a network license (red USB dongle), it is possible either to connect it to the host USB port (to use it locally providing it to other hosts on local network at the same time) or to install it on some local network "server" for remote access from this particular host.

In case of remote usage:

Copy "hasp_install\Sentinel_LDK_Run-time_cmd_line_X.XX.zip" file from CHARON distributive to the server in any directory, for example "C:\Temp"
Extract the content of this archive to the same directory.
Login as "Administrator" on the server and open "cmd.exe" from the "Start" menu.
Switch to that directory
Install the extracted file:
Example:
...> cd c:\temp
c:\temp> haspdinst.exe -fr -kp -nomsg
c:\temp> haspdinst.exe -install -cm

Connect the network HASP dongle to the server USB port.

Network HASP (red dongles) licenses have no restrictions with remote access

Software license

If the CHARON license is a software license (SL), install it on the host using the following procedure:

Press the Start button, select "All programs", "Charon" then the Charon product/version folder, "Utilities" and execute the "License Update Service" program:

The following default dialog window will appear:
Select the "Installation of new protection key" radio-box and press the "Collect Information" button. The following window will appear:

Specify the directory and name of the system "fingerprint" file to be created; press "Save".
The "License Update Service" will save the fingerprint file under the given name and report the status:
Send the resulting file to STROMASYS. In return STROMASYS will provide you with a "*.v2c" file, for example "Your License.v2c"
Copy the received v2c file to CHARON host in the folder of your choice and select the "Apply License File" tab:
Press the "..." button and browse for the received v2c file.
Example:

Press "Open" to apply the license.
Invoke the system default web browser and enter URL http://localhost:1947 to display "Sentinel Admin Control Center" (ACC) web interface. This interface allows you to view and manage CHARON licenses.
Ensure that the software license appears now in the "Sentinel Keys" menu of the ACC.

Network-wide software licenses have no restrictions with remote access, whereas regular software licenses cannot be displayed and used in this case

A so-called "Provisional" (demo) license does not require a collected fingerprint. For its installation, proceed directly with the action (5) of the sequence above

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License validity verification

Check available CHARON license validity. To do that invoke the "HASP View" utility to make sure that CHARON license is visible and looks Ok:

Text of the license is displayed correctly by the "HASP View" utility, no error messages are shown
Content of the license looks correct. For example license number, major and minor versions, minimum and maximum build numbers, CHARON-VAX / CHARON-PDP products and allowed hardware (CHARON-VAX / CHARON-PDP models) should be checked. More details on the license content can be found in the CHARON-VAX / CHARON-PDP Licensing chapter of this Guide.

Troubleshooting

If CHARON license content cannot be displayed by the "HASP View" utility or it is incorrect, check that the license is available and correctly used:

Invoke the system default web browser and enter URL http://localhost:1947 to display "Sentinel Admin Control Center" (ACC) web interface.
Click on "Sentinel Keys" link to open up "Sentinel Keys Section" page
Make sure that one and only one CHARON HASP or SL license is present.

If no license is displayed make sure that all the recommendations above about remote access to the host are fulfilled (if remote access is used), that the HASP USB key is not broken and its LED indicator is lit (meaning that it is used by the host).

If only one License key / SL is seen and its content is incorrect please contact STROMASYS as soon as possible.

If several License keys / SLs are displayed remove all of them and leave only the one provided by STROMASYS for the just installed version of CHARON.moving licenses can be done by physical disconnection of the corresponding USB HASP keys from CHARON host and physical disconnection of the network HASP keys from all hosts on a local network (or by disabling remote access to network licenses from CHARON host - see detailed explanations below).

Software licenses can also be uninstalled with the "License Update Service" utility (see above) in the following way:

Open up the "Transfer License" tab of the utility.
Press the "..." button beside "Save recipient information to" message and save the system fingerprint to some directory.
Select the software license you are going to delete.
Press the "..." button belonging to "Read the recipient information file from" message and specify the fingreprint file you have just collected.
Press the "..." button belonging to "Generate the license transfer file to" message and enter a name for the license transfer file.
Press "Generate License Transfer File"
Now the chosen software license is removed from CHARON host

It is also possible to disable access to network licenses if just a local license must be used: Click on "Configuration" link to open up "Configuration for Sentinel Manager" page. Uncheck "Allow Access to Remote Licenses" and "Broadcast Search for Remote Licenses" checkboxes from the "Access to Remote License Managers" tab, then press the "Submit" button to apply changes.

It is possible to have several licenses available to CHARON-VAX / CHARON-PDP at the same time. In this case you have to specify in the CHARON-VAX / CHARON-PDP configuration file what license must be used.

Example:

set session license_key_id[0]=1877752571

It is also possible to have one "main" and one "backup" license in case the main license becomes not accessible:

set session license_key_id[0]=1877752571 license_key_id[1]=354850588

CHARON-VAX / CHARON-PDP checks its licenses from time to time starting with the main license. If it is not accessible, CHARON tries to access the backup license.

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Network configuration

In most cases, CHARON will use a network. If so, CHARON requires a dedicated network interface cleared from any other protocols including TCP/IP.

Network configuration is done with the help of the "Network Control Center" (NCC) utility:

Start the "Network Control Center" utility and select "Configure NIC" in the first dialog window:

Press the "Next" button. The following dialog will appear:

Select the interface to be dedicated to CHARON (in our example it is Realtek PCIe GBE Family Controller with a name "Charon") and press the button "Dedicate adapter to CHARON".

CHARON supports VLAN adapters. If you are going to use them, proceed with their installation and configuration according to the network adapter vendor User's Guide and then select the VLAN interface in the dialog shown above - the same as you do for a regular network interface. There is no difference in configuration between a regular network adapter and a VLAN one, so all the provided instructions are fully applicable for VLAN adapters as well.

After few seconds the chosen interface will be assigned to CHARON:

Note that it is possible to release the interface back to the CHARON host. To do that, select the target interface and press the "Release adapter to HOST" button.

The next step displays text to be included in the CHARON configuration file for the interface dedicated to CHARON. Select the target interface and press the "Next" button. The following dialog will appear:

Selecting the target emulated network interface displays the configuration lines specific for the selected CHARON host network interface. Press the "Copy suggestions to clipboard" button to copy the suggested configuration lines. They can be pasted into the CHARON-VAX / CHARON-PDP configuration file during the next editing session by pressing "Ctrl-V".

Press the the "Cancel" button to exit from the "Network Control Center" utility.

The next step is disabling TCP chimney offload for CHARON-VAX. Refer to this article to get detailed information on how it can be done.

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After installation

If you plan to use local system administrator ("Administrator") or the CHARON-VAX / CHARON-PDP user having administrative privileges no other actions are required.

If the CHARON-VAX / CHARON-PDP user belongs to some domain you have to add this user to the CHARON-GRP group as it is described in this article and then reboot CHARON host.

Otherwise it is possible to use standard account (both local and domain) for running CHARON-VAX / CHARON-PDP:

Login as the local system administrator ("Administrator") on the host system.
Create a special user for running CHARON-VAX / CHARON-PDP. This user must have standard privileges. Please consult with your Windows User's Guide on details.
Add this user to the CHARON-GRP group as it is described in this article and then reboot CHARON host.
Login as the created user.

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