CHARON-VAX and CHARON-PDP for Windows installation

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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 VAX/PDP11 models:

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.

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:

1. Right-click My Computer and select Properties. The System Properties dialog box will appear.

2. Click the "Advanced" tab.

3. In the "Startup and Recovery" area, click "Settings". The "Startup and Recovery" dialog box will appear.

4. In the System startup area, click "Edit". This will open the Windows boot.ini file in Notepad.

5. In the [Operating Systems] section, add the following switches to the end of the startup line that includes the /fastdetect switch: /PAE and /3GB

6. Save the changes and close Notepad.

7. 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.

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Software Requirements

• Microsoft Windows Server 2012 R2 Standard and Datacenter Editions, 64 bit version (please notice that only R2 revision is supported)
• Windows 10 Pro and Enterprise Editions, 64 bit version
• Microsoft Windows Server 2008 R2 (SP1)  Standard and Enterprise Editions, 64 bit version (please notice that only R2 revision is supported)
• Microsoft Windows 7 Professional and Ultimate (SP1) Editions, 32 bit and 64 bit versions
• Microsoft Windows 8.1 Professional Edition, 32 and 64 bit versions
• VMware ESXi 5.x and 6.0 (requires a supported Windows operating system on top of a ESXi virtual machine)
• Microsoft Hyper-V (requires a supported Windows operating system on top of a Hyper-V virtual machine)

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Host system preparation

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 the client side, if broadcast search for remote licenses is to be used, UDP traffic from port 1947 of the license server to ports 30000-65535 of the client must be permitted.
  
• Both on server and client sides: setup default gateway

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

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:

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

    

2. 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

    

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

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Before installation

1. Login as the local system administrator ("Administrator") on the host system.

2. 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.

3. 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).

4. Create a special directory for the CHARON-VAX / CHARON-PDP distribution kit and copy the provided files there.

5. Due to CHARON installation procedure update, it is required to uninstall all CHARON products before installing CHARON-VAX version 4.8

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Distribution preparation

1. Extract the content of the distribution archive to the current directory or copy the content of the provided distribution directory to the current directory.

2. 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.

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

Select the required product or all products by checking the corresponding box. Select the "Display components page" to include the products components page if you need it. Typically it is not required.

Press the "Next" button.

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

If "Display components page" option was selected the setup procedure will display a dialog for the CHARON-AXP product components:

 It is strongly recommended to leave the selection as it is unless you clearly understand what the impact is if you uncheck some modules.

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.

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 is 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 a new shortcut "CHARON Virtual Machine Manager" created on the desktop during the installation procedure:

Clicking a shortcut will start CHARON Virtual Machine Manager which is an essential utility for CHARON management. CHARON installation always keeps most up-to-date version of CHARON Virtual Machine Manager provided by all the installed kits.

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

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CHARON-VAX / CHARON-PDP home directory

By default CHARON is installed in the "C:\Program Files\CHARON" directory. It has the following subdirectories:

The "Virtual Machine Templates" directory contains template configuration files to build CHARON Virtual Machine with CHARON Virtual Machine Manager.  We will focus our attention on 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.

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 and provide it to other hosts on the local network at the same time) or to install it on a local network "license server" for remote access from this particular host.

If a remote license server is to be used:

• Copy the file "hasp_install\Sentinel_LDK_Run-time_cmd_line_X.XX.zip" from the CHARON distribution to any directory on the server, 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.

Software license

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

1. Double click the "CHARON Virtual Machine Manager" icon on desktop or select this utility in the tray menu; select "Host Information and Utilities" section and press "License Update Tool" button:
   
   

   
   

   
   The following default dialog window will appear:
   
   
   
   

2. 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".

   
   
3. The "License Update Service" will save the fingerprint file under the given name and report the status:
   
   
   
   
4. Send the resulting file to STROMASYS. In return STROMASYS will provide you with a "*.v2c" file, for example "Your License.v2c".
    

5. Copy the received v2c file to CHARON host in the folder of your choice and select the "Apply License File" tab:
   
   

   
   
6. Press the "..." button and browse for the received v2c file.
   Example:
   
   
   
   Press "Open" to apply the license. 
7. In the "CHARON Virtual Machine Manager" utility (see above) select "Host Information and Utilities" section and press "Sentinel Admin Control Center" button or (optionally) invoke the system default web browser and enter URL http://localhost:1947 to display the "Sentinel Admin Control Center" (ACC) web interface. This interface allows you to view and manage CHARON licenses.
8. Ensure that the software license is now visible in the "Sentinel Keys" menu of the ACC.

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License validity verification

Check the CHARON license validity. To do that, invoke the "Charon License Details" utility to make sure that the CHARON license is visible and is correct. Double click the "CHARON Virtual Machine Manager" icon on desktop or select this utility in the tray menu; select "Host Information and Utilities" section and press "HASP License Details" button:

• Text of the license is displayed correctly by the "CHARON License Details" 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 "CHARON License Details" utility or it is incorrect, check that the license is available and correctly used:

1. In the "CHARON Virtual Machine Manager" utility (see above) select "Host Information and Utilities" section and press "Sentinel Admin Control Center" button or (optionally) invoke the system default web browser and enter URL http://localhost:1947 to display the "Sentinel Admin Control Center" (ACC) web interface.
2. Click on the "Sentinel Keys" link to open up the "Sentinel Keys Section" page
3. Make sure that one and only one CHARON HASP or SL license is present.

Software licenses can also be uninstalled using the method, described in the "Removing CHARON-VAX Software Licenses" chapter of this Guide.

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.

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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 "Network Control Center" (NCC) utility. Double click the "CHARON Virtual Machine Manager" icon on desktop or select this utility in the tray menu; select "Host Information and Utilities" section and press "Network Control Center" button:

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".

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.

Restart the  "Network Control Center" utility again and select "Disable TCP chimney offload for CHARON":

Press the the "Next" button to apply the "offload" parameters settings.

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

When the NIC properties are configured in Windows, a reboot of the CHARON host is required for the changes, specifically "offload" parameters, to take effect.

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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.

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

1. Login as the local system administrator ("Administrator") on the host system.

2. 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.

3. Add this user to the CHARON-GRP group as it is described in this article and then reboot CHARON host.

4. Login as the created user.

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