implied, with regard to this manual and any information contained herein, includ-ing but not limited to the implied warran-ties of merchantability and fitness for a particular purpose. Agilent shall not be lia-ble for errors or for incidental or conse-quential damages in connection with the furnishing, use, or performance of this
Agilent OpenLab CDS Workstation Installation and Configuration OpenLab CDS Workstation Installation and Configuration Notices Manual Part Number M8413-90002 Rev. C EDITION 07/2019 Copyright © Agilent Technologies, Inc. 2016-2019 No part of this manual may be reproduced in any form or by any means (including electronic storage and retrieval or translation into a foreign language) without prior agreement and written consent from Agilent Technologies, Inc. as governed by United States and international copyright laws. Agilent Technologies Hewlett-Packard-Strasse 8 76337 Waldbronn Software Revision This guide is valid for revision 2.4 of Agilent OpenLab CDS. Warranty The material contained in this document is provided "as is," and is subject to being changed, without notice, in future editions. Further, to the maximum extent permitted by applicable law, Agilent disclaims all warranties, either express or implied, with regard to this manual and any information contained herein, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. Agilent shall not be liable for errors or for incidental or consequential damages in connection with the furnishing, use, or performance of this document or of any information contained herein. Should Agilent and the user have a separate written agreement with warranty terms covering the material in this document that conflict with these terms, the warranty terms in the separate agreement shall control. Technology Licenses The hardware and/or software described in this document are furnished under a license and may be used or copied only in accordance with the terms of such license. Restricted Rights Legend U.S. Government Restricted Rights. Software and technical data rights granted to the federal government include only those rights customarily provided to end user customers. Agilent provides this customary commercial license in Software and technical data pursuant to FAR 12.211 (Technical Data) and 12.212 (Computer Software) and, for the Department of Defense, DFARS 252.227-7015 (Technical Data - Commercial Items) and DFARS 227.7202-3 (Rights in Commercial Computer Software or Computer Software Documentation). Safety Notices CAUTION A CAUTION notice denotes a hazard. It calls attention to an operating procedure, practice, or the like that, if not correctly performed or adhered to, could result in damage to the product or loss of important data. Do not proceed beyond a CAUTION notice until the indicated conditions are fully understood and met. m WARNING A WARNING notice denotes a hazard. It calls attention to an operating procedure, practice, or the like that, if not correctly performed or adhered to, could result in personal injury or death. Do not proceed beyond a WARNING notice until the indicated conditions are fully understood and met. OpenLab CDS Workstation Installation and Configuration In this Guide ... This document provides instructions for installation, configuration, administration, and maintenance of an OpenLab CDS Workstation. It includes information on the license generation with SubscribeNet and operating system configuration. Table 1 Terms and abbreviations used in this document Term Control Panel Microsoft Control Panel Shared Services Description Control Panel for Agilent OpenLab software Part of the Microsoft Windows operating system Set of administrative services that control, for example, the security policy and the central configuration of OpenLab CDS. Shared services are accessed via the Control Panel. 1 Introduction This chapter describes the installation workflow and the preparatory steps. 2 Set Up the Windows Operating System This chapter describes the operating system configuration. 3 Install OpenLab CDS Workstation This chapter describes the installation of the software. 4 Post Installation Tasks This chapter describes tasks that are relevant after finishing the installation. 5 Licensing This chapter provides basic information on OpenLab licensing. It describes how you generate a license file with SubscribeNet and install the license in the Control Panel. OpenLab CDS Workstation Installation and Configuration 3 6 Configure OpenLab CDS Workstation This chapter describes the initial configuration steps after installing the OpenLab CDS software. All configuration tasks are performed in the Control Panel. For more details, refer to the Control Panel section in OpenLab Help & Learning. 7 Optional Procedures This chapter describes the installation or upgrade of additional software. It also contains information on the installation of OpenLab Help and Learning only, and on performance improvement on offline machines. 8 About the OpenLab CDS Software This chapter contains an overview of the software architecture and customization options. 9 System Setup and Maintenance This chapter contains information on the Control Panel and Shared Services Maintenance. In addition, it describes various maintenance procedures. 10 Upgrade OpenLab CDS This chapter describes the upgrade from OpenLab CDS 2.0 or higher to the current version of OpenLab CDS. 11 Uninstall OpenLab CDS With All of its Components This chapter describes the uninstallation of the software. 12 Repair the Software This chapter contains information on repairing your OpenLab CDS system using the OpenLab Installer. OpenLab CDS Workstation Installation and Configuration 4 Contents 1 Introduction 7 Installation Workflow Overview 8 Before you Begin 9 2 Set Up the Windows Operating System 10 Configure Windows 10 11 Configure Windows 7 16 3 Install OpenLab CDS Workstation 21 Run the OpenLab Installer 22 Silent Installation 33 Install or Upgrade Driver Software 36 4 Post Installation Tasks 38 Create Account to Access Network Share 39 Configure the Antivirus Program 42 Configure Internet Explorer for OpenLab Help and Learning 44 Local Windows Group for Secure Projects Root Folder 45 Disable Windows 10 Updates 46 5 Licensing 47 About OpenLab CDS Licensing 48 Get a License 50 Install Your License 54 6 Configure OpenLab CDS Workstation 55 Configure Authentication 56 Configure Security Policy 57 Configure users, roles, and privileges 58 OpenLab CDS Workstation Installation and Configuration 5 Configure the Storage Location 62 Enable File System Security 63 Configure Initial Project 63 Configure Initial Instrument 64 Other settings in the Control Panel 64 7 Optional Procedures 65 Install OpenLab Help and Learning Only 66 Improve Performance on Offline Machines 67 Install or Uninstall Add-ons 68 8 About the OpenLab CDS Software 69 Software Architecture 70 Customization 73 9 System Setup and Maintenance 75 Control Panel 76 Shared Services Maintenance 81 Maintenance Procedures 83 10 Upgrade OpenLab CDS 99 License Upgrade 100 Upgrade OpenLab CDS Workstation to Latest Version 102 11 Uninstall OpenLab CDS With All of its Components 103 Uninstall OpenLab CDS 104 Uninstall OpenLab Help and Learning Only 105 12 Repair the Software 110 13 Appendix 114 Privileges in the Control Panel 115 Migration guides 123 Sales and Support Assistance 123 OpenLab CDS Workstation Installation and Configuration 6 1 Introduction Installation Workflow Overview 8 Before you Begin 9 This chapter describes the installation workflow and the preparatory steps. 7 1 Introduction Installation Workflow Overview Installation Workflow Overview 3UHSDUH &KHFN2SHQ/DE&'65HTXLUHPHQWV *XLGHIRUGHWDLOV 6HW8S:LQGRZV 5XQ6\VWHP&RQILJXUDWLRQ&KHFNHU IURPWKH2SHQ/DE&'6,QVWDOOHU WRHQVXUHWKDWDOOUHTXLUHPHQWVDUHPHW >chiVaa 1. Run Installation wizard, incl. software verification 2. Post Installation: Set Account to Enable Automatic Printing 3. Optional: Improve performance on offline machines · See "Set Up the Windows Operating System" on page 10 · If you plan scripted installations, see "Silent Installation" on page 33. · See "Install OpenLab CDS Workstation" on page 21 · See "Post Installation Tasks" on page 38 · See "Optional Procedures" on page 65 Get Licenses 1. Obtain licenses via SubscribeNet 2. Install your license See "Licensing" on page 47 Configure · Authentication · Projects, incl. audit trail settings · Instruments OpenLab CDS Workstation Installation and Configuration See "Configure OpenLab CDS Workstation" on page 55. All configuration tasks are performed in the administrative and management center of OpenLab, the Control Panel. For more details, refer to the Control Panel section in OpenLab Help & Learning. 8 1 Introduction Before you Begin Before you Begin 1 Decide on a computer name. Do not use underscores. Installation is not possible if the computer name contains an underscore. 2 Install all required hardware, including any cables, instrument detectors, and communication cables. GPIB interfaces may be required for some non-Agilent instruments. 3 Run the System Configuration Checker from the OpenLab CDS Installer to make sure that the PC matches all requirements. For details, refer to the OpenLab CDS Workstation Requirements and Supported Instruments Guide.. 4 Update Adobe Reader DC to the most recent version. The OpenLab CDS installation medium contains version 2018 of Adobe Reader DC. To benefit from the latest software improvements, especially related to the software stability, Adobe Reader 2018 must be updated to the most recent version (2018.x.x). 5 Switch off the Adobe Updater. a In Adobe Reader, click Edit > Preferences. b On the Updater page, select Do not download or install updates automatically. If you need to update Adobe Reader, update it manually when the machine is not busy. 6 If .NET 4.7.2 or higher is not installed on your system, its installation will automatically be triggered by the installation wizard. However, this may require a system reboot. To avoid the system reboot during installation, install .NET in advance. 7 Prepare an account with administrative privileges to run the installation. 8 If you use Trend MicroTM as an antivirus software, turn off Web Reputation to allow the installation of all components. 9 If you plan to upgrade from a previous version of OpenLab CDS please refer to "Upgrade OpenLab CDS" on page 99. OpenLab CDS Workstation Installation and Configuration 9 2 Set Up the Windows Operating System Configure Windows 10 11 Configure Windows 7 16 This chapter describes the operating system configuration. 10 2 Set Up the Windows Operating System Configure Windows 10 Configure Windows 10 NOTE The following descriptions apply to Windows 10 Build 1703. The settings for higher builds may differ slightly. [MUST] [MUST] [MUST] [MUST] [MUST] In the Microsoft Control Panel (View the items by icon to see a list of all items): 1 System: Under Windows activation, click Change product key. Enter a valid value to activate Windows. 2 File Explorer Options: In the View tab: · Select Always show menus. · Select Display the full path in the title bar. · Clear Hide extensions for known file types. · Clear Use Sharing Wizard. 3 Indexing Options: Disable indexing. Click the Modify button. Select Show all locations, and clear all drives and locations. 4 Power Options: a As preferred plan select High performance. b Click Change Plan settings. c Set the option Put the computer to sleep to Never. d Click Change advanced power settings. e Open the nodes for Hard disk > Turn off hard disk after. f Set the Minutes to 0 (=Never). 5 Administrative Tools: Configure security options: a Double-click Local Security Policy. b Navigate to Security Settings > Local Policies > Security Options. c Double-click the following policy listed in the right hand panel: Network Access: Sharing and security model for local accounts. d In the displayed dialog select the following item from the drop-down list: Classic - local users authenticate as themselves. OpenLab CDS Workstation Installation and Configuration 11 2 Set Up the Windows Operating System Configure Windows 10 [MUST] [MUST] [MUST] 6 Date and Time: Choose the time zone of your regional location. 7 Network and Sharing Center: a Select Change adapter settings. Right-click your Ethernet Adapter, then select Properties. On the General tab, click Configure. b On the Power Management tab, clear all check boxes. 8 Programs and Features: a Click Turn Windows features on or off. b Enable .NET 3.5 by selecting the .NET Framework 3.5 (includes .NET 2.0 and 3.0) check box. This option requires an internet connection. NOTE If this procedure does not work as expected, or the computer has no internet access, install .NET 3.5 from the Windows installation media (see details for Windows 10 under https://support.microsoft.com/en-us/kb/2734782). If you do not have installation media, create them as described under https://www.microsoft.com/en-us/software-download/windows10. [PERFORMANCE] c To make sure that all the net.tcp components are properly initialized, Non-HTTP activation must be enabled. Expand the .NET Framework 3.5 (includes .NET 2.0 and 3.0) node and select the Windows Communication Foundation Non-HTTP Activation check box. d Select the .NET Framework 4.7 Advanced Services check box. Use the default values for sub items. e Select the Internet Explorer 11 check box. f Select the Telnet Client check box. g Select the TFTP Client check box. h Reboot the PC if necessary. 9 System (Microsoft Control Panel): Change performance options: a Click Advanced system settings. b On the Advanced tab > Performance click Settings. c On the Visual Effects tab, select Custom. d Under Custom, select the following check boxes for better usability: · Smooth edges of screen fonts · Show shadows under mouse pointer · Show shadows under windows OpenLab CDS Workstation Installation and Configuration 12 2 Set Up the Windows Operating System Configure Windows 10 [PERFORMANCE] [OPTIONAL] NOTE e On the Advanced tab, select Virtual Memory. For optimum performance use the Change button to adjust the paging file size to a value of 2 to 3 times of the physical RAM on the PC. If possible, locate the paging file on a drive different from the system installation drive. f On the Data Execution Prevention tab, select Turn on DEP for essential Windows programs and services only. 10 System (Microsoft Control Panel): Change system properties. a Click Advanced system settings. b On the Advanced tab > Startup and Recovery, click Settings. In the System startup section: Change both Time to display ... fields from 30 to 3 sec. In the System failure section: Select Automatically restart. In the Write debugging information section: Select Kernel memory dump from the drop-down list c On the System Protection tab, in the Protection Settings section: Make sure that Protection is turned off for all drives. If required, click Configure and select Disable system protection. d On the Remote tab, in the Remote Assistance section: Clear the Allow Remote Assistance connections to this computer check box. 11 Region: Language for non-Unicode programs: On the Administrative tab, click Change system locale.... From the drop down list, select English (United States). Do not the change system locale if you are using an English, Portuguese, Japanese or Chinese Operating System. [MUST] [MUST] In the Windows Settings: 1 Start > Settings > Update & security: Click Check for updates to check for updates and apply all patches. Before proceeding, ensure that all updates are downloaded and installed. Ensure that there is no reboot pending. 2 Start > Settings > Update & security > Windows Defender: a Click Turn on Windows Defender Antivirus. b Click App & browser control. Turn off SmartScreen under Check apps and files, SmartScreen for Microsoft Edge, and SmartScreen for Windows Store apps. OpenLab CDS Workstation Installation and Configuration 13 2 Set Up the Windows Operating System Configure Windows 10 [MUST] [MUST] [MUST] [PERFORMANCE] [OPTIONAL] [OPTIONAL] [MUST] 3 Start > Settings > System > Tablet Mode: a For When I sign in, select Use desktop mode. b For When this device automatically switches tablet on or off, select Don't ask me and don't switch. 4 Start > Settings > Apps > Offline Maps: Turn Metered connections and Map updates off. 5 Start > Settings > Apps > Default apps: For best user experience in OpenLab Help and Learning, select Internet Explorer or Google Chrome as default Web browser. 6 Start > Settings > Personalization > Colors: Turn Transparency effects off. 7 Start > Settings > Personalization: Disable advertising info: a On the Lock screen page: · Under Background, select Picture or Slideshow. · Turn off Get fun facts, tips, tricks, and more on your lock screen. · Turn off Show lock screen background picture on the sign-in screen. b On the Start page: Turn off Occasionally show suggestions in Start. 8 Start > Settings > Personalization: In the Taskbar tab, under Taskbar buttons select Combine when taskbar is full. This will simplify switching between open CDS instances. 9 Start > Settings > Privacy: a On the General page, turn off the following: · Let apps use advertising ID to make ads more interesting to you based on your app usage (turning this off will reset your ID) · Let website provide locally relevant content by assessing my language list · Let Windows track app launches to improve Start and search results b On the Location page, make sure Location for this device is off. If not, click Change to turn it off. OpenLab CDS Workstation Installation and Configuration 14 2 Set Up the Windows Operating System Configure Windows 10 [MUST] [MUST] [MUST] [OPTIONAL] [OPTIONAL] [OPTIONAL] Other Windows settings: 1 Disable Windows Update service. a In the Windows Start menu, enter Windows Administrative Tools in the Type here to search field, then choose the Administrative Tools Control panel; Click Component Services. b Select Console Root > Services (Local). c Double click Windows Update. d On the General tab, set the Startup type to Disabled. Confirm your settings. 2 Disable Compatibility View in Internet Explorer. a Open Internet Explorer. b Click the Tools icon, and then click Compatibility View Settings. c Clear the Display intranet sites in Compatibility View check box. 3 Enable the navigation pane: Open Windows Explorer, then select View > Navigation pane from the ribbon and make sure that Navigation pane is selected. 4 Right-click Start, select Run from the context menu, then type gpedit.msc in the Run field. a Navigate to Local Computer Policy > Computer Configuration > Administrative Templates > System > Logon. b Set Don't display the Getting Started welcome screen at logon to Enabled. c Set Hide entry points for Fast User Switching to Enabled. 5 Recycle Bin Properties: (right-click on desktop icon Recycle Bin, then select Properties) Select the following options: · Custom size: Select a size corresponding to approximately 10% of the complete disk space for the drive. · Select Display delete confirmation dialog. Repeat these steps for all drives of your computer. OpenLab CDS Workstation Installation and Configuration 15 2 Set Up the Windows Operating System Configure Windows 7 Configure Windows 7 [MUST] [MUST] [MUST] In the Microsoft Control Panel (View the items by icon to see a list of all items): 1 System: Under Windows activation, click Change product key. Enter a valid value to activate Windows. 2 Folder Options: In the View tab, · Select Always show menus. · Select Display the full path in the title bar. · Clear Hide extensions for known file types. · Clear Use Sharing Wizard. 3 Windows Update (Microsoft Control Panel): Click Check for updates to check for updates and apply all critical security patches. NOTE Install Windows update 401990 if your system does not contain .NET 4.7 yet. You need this update to install .NET 4.7 from the CDS installer. [MUST] 4 Windows Update (Microsoft Control Panel): Change the settings for updates: Click Change settings. In the Important updates section, select Never check for updates. Clear the other update options. NOTE This setting is required during installation of OpenLab CDS. On clients in a client/server system, you may activate automatic updates again after finishing the installation. On Agilent Instrument Controllers (AIC) or standalone workstations, keep the Never check for updates setting. This setting is important to avoid data loss due to system reboot during data acquisition. [MUST] [MUST] 5 Indexing Options: Disable indexing. Click the Modify button. Select Show all locations, and clear all drives and locations. 6 Power Options: a As preferred plan select High performance. b Click Change Plan settings. OpenLab CDS Workstation Installation and Configuration 16 2 Set Up the Windows Operating System Configure Windows 7 [MUST] [MUST] [MUST] [MUST] [PERFORMANCE] c Set the option Put the computer to sleep to Never. d Click Change advanced power settings. e Open the nodes for Hard disk > Turn off hard disk after. f Set the Minutes to 0 (=Never). 7 Administrative Tools: Configure security options: a Double-click Local Security Policy. b Navigate to Security Settings > Local Policies > Security Options. c Double-click the following policy listed in the right hand panel: Network Access: Sharing and security model for local accounts. d In the displayed dialog select the following item from the drop-down list: Classic - local users authenticate as themselves. 8 Date and Time: Choose the time zone of your regional location. 9 Network and Sharing Center: a Select Change adapter settings. Right-click your Ethernet Adapter, then select Properties. On the General tab, click Configure. b On the Power Management tab, clear all check boxes. 10 Programs and Features: a Click Turn Windows features on or off. b Expand the Microsoft .NET Framework 3.5.1 node and select the Windows Communication Foundation Non-HTTP Activation check box. c Select the Internet Explorer 11 check box. d Select the Telnet Client check box. e Select the TFTP Client check box. f Reboot the PC if necessary. 11 System (Microsoft Control Panel): Change performance options: a Click Advanced system settings. b On the Advanced tab > Performance click Settings. c On the Visual Effects tab, select Adjust for best performance. d Under Custom, select the following check boxes for better usability: · Smooth edges of screen fonts · Show shadows under mouse pointer · Show shadows under windows OpenLab CDS Workstation Installation and Configuration 17 2 Set Up the Windows Operating System Configure Windows 7 [PERFORMANCE] [OPTIONAL] NOTE e On the Advanced tab, select Virtual Memory. For optimum performance use the Change button to adjust the paging file size to a value of 2 to 3 times of the physical RAM on the PC. If possible, locate the paging file on a drive different from the system installation drive. f On the Data Execution Prevention tab, select Turn on DEP for essential Windows programs and services only. 12 System (Microsoft Control Panel): Change system properties: a Click Advanced system settings. b On the Advanced tab under Performance, click Settings. · Visual Effects tab: Select Adjust for best performance, then click Apply. Select Custom, then select the following check boxes for better usability: · Show shadows under mouse pointer · Show shadows under windows · Smooth edges of screen fonts · Advanced tab > Virtual Memory: For optimum performance use the Change button to adjust the paging file size to a value of 2 to 3 times of the physical RAM on the PC. If possible locate the paging file on a drive different from the system installation drive. · Data Execution Prevention tab: Select Turn on DEP for essential Windows programs and services only. Click OK to close the Performance Options dialog. c On the Advanced tab under Startup and Recovery, click Settings. · System startup section: Change both Time to display ... fields from 30 to 3 sec. · System failure section: Select Automatically restart. In the Write debugging information subsection, select Kernel memory dump from the drop-down list. Click OK to close the Startup and Recovery dialog. 13 Region and Language (Microsoft Control Panel): Set the language for non-Unicode programs. On the Administrative tab, click Change system locale.... From the drop down list, select English (United States). Do not the change system locale if you are using an English, Portuguese, Japanese or Chinese Operating System. OpenLab CDS Workstation Installation and Configuration 18 2 Set Up the Windows Operating System Configure Windows 7 [MUST] [MUST] [OPTIONAL] [MUST] [OPTIONAL] Other Windows settings: 1 Windows logon options: Right-click Start, select Run from the context menu, then type gpedit.msc in the Run field a Navigate to Local Computer Policy > Computer Configuration > Administrative Templates > System > Logon. b Set Hide entry points for Fast User Switching and Always use classic logon to Enabled. c Set Don't display the Getting Started welcome screen at logon to Enabled. 2 Disable Compatibility View in Internet Explorer. a Open Internet Explorer. b Click the Tools icon, and then click Compatibility View Settings. c Clear the Display intranet sites in Compatibility View check box. 3 General Layout: (right-click Start > Properties) a Start Menu Tab: In the Privacy section select both items b Start Menu Tab > Customize button: In Customize Start Menu dialog: · Clear the following option: · Favorites menu · Select the following options: · Computer Display as a link · Connect To · Control Panel: Display as a menu · Default Programs · Devices and Printers · Documents: Display as a link · Enable context menus and dragging and dropping · Games: Don't display this item · Help · Highlight newly installed programs · Music: Don't display this item · Network · Open submenus when I pause on them with the mouse pointer · Personal folder: Display as a link · Pictures: Display as a link OpenLab CDS Workstation Installation and Configuration 19 2 Set Up the Windows Operating System Configure Windows 7 [OPTIONAL] [OPTIONAL] [OPTIONAL] [OPTIONAL] · Run command · Search other files and libraries Search with public folders · Search programs and Control Panel · Sort All Programs menu by name · System administrative tools: Display on the All Programs menu and in the Start menu · Use large icons 4 Right-click Start, select Run from the context menu, then type gpedit.msc in the Run field. a Navigate to Local Computer Policy > Computer Configuration > Administrative Templates > System > Logon. b Set Don't display the Getting Started welcome screen at logon to Enabled. c Set Hide entry points for Fast User Switching to Enabled. 5 Recycle Bin Properties: (right-click on desktop icon Recycle Bin, then select Properties) Select the following options: · Custom size: Select a size corresponding to approximately 10% of the complete disk space for the drive. · Select Display delete confirmation dialog. Repeat these steps for all drives of your computer. 6 If HTTPS is set up, you must enable TLS 1.2 in order to log in to the OpenLab software. To enable TLS 1.2, set the following registry keys: · [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\ SecurityProviders\SCHANNEL\Protocols\TLS 1.2] · [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\ SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client] "Enabled"=dword:00000001 "DisabledByDefault"=dword:00000000 · [HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\ SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Server] "Enabled"=dword:00000001 "DisabledByDefault"=dword:00000000 OpenLab CDS Workstation Installation and Configuration 20 3 Install OpenLab CDS Workstation Run the OpenLab Installer 22 Silent Installation 33 Export Properties File 33 Run Installation 34 Parameters and Return Codes 35 Logging and Tracing 35 Install or Upgrade Driver Software 36 Register driver software with OpenLab CDS 37 This chapter describes the installation of the software. 21 3 Install OpenLab CDS Workstation Run the OpenLab Installer Run the OpenLab Installer 1 Copy the entire content of the USB media to a local drive, then remove the USB media from the PC. Right-click the setup.exe file, and run it as administrator. NOTE If User Account Control (UAC) is switched on, this step requires active confirmation to continue. NOTE 2 The OpenLab Installer checks if the Microsoft .NET Framework 3.5 SP1 is present and enabled. If it is not, the installer automatically tries to install and activate it. If .NET 3.5 cannot be enabled, for example, because the computer has no internet access, install .NET 3.5 from the Windows installation media (see Method 3 under https://support.microsoft.com/en-us/kb/2734782). If you do not have installation media, create them as described under https://www.microsoft.com/en-us/software-download/windows10. OpenLab CDS Workstation Installation and Configuration 22 3 Install OpenLab CDS Workstation Run the OpenLab Installer 3 On the start screen, select OpenLab CDS, and click OK. 4 Click Install/Upgrade. OpenLab CDS Workstation Installation and Configuration 23 3 Install OpenLab CDS Workstation Run the OpenLab Installer 5 The OpenLab Installer checks if correct version of Microsoft .NET Framework is available. If it is not, you will be prompted to install it. 6 License Agreement: Read and confirm Agilent terms and conditions. OpenLab CDS Workstation Installation and Configuration 24 3 Install OpenLab CDS Workstation Run the OpenLab Installer 7 Installation Type: Select Standalone Workstation. 8 Installation Folder: Provide an installation folder for OpenLab CDS. Do not use the root folder of any drive. OpenLab CDS Workstation Installation and Configuration 25 3 Install OpenLab CDS Workstation Run the OpenLab Installer 9 Select Storage Type: Choose Local File System. OpenLab CDS Workstation Installation and Configuration 26 3 Install OpenLab CDS Workstation Run the OpenLab Installer NOTE 10 Storage Configuration: Provide a folder for storing the project data. Do not use the root folder of any drive. The maximum file path length is 256 characters. The characters of project folder names and file names (for example, sequences files or report templates) will also contribute to the maximum numbers of characters. If you want allow access to the projects root path only from within OpenLab CDS, select Secure 'Projects Root Path'. OpenLab CDS Workstation Installation and Configuration 27 3 Install OpenLab CDS Workstation Run the OpenLab Installer 11 Migration Settings: The Migration tool helps you to migrate data from ChemStation or EZChrom. If you want to import data prepared by the Migration tool, select Migrate Database, and provide the required paths. For details, refer to Agilent Migration Tools for OpenLab - OpenLab CDS ChemStation and EZChrom Edition to OpenLab CDS Workstation (OpenLabMigrationTool.pdf, located in the Migration folder Setup\Tools\Migration) on the installation media. OpenLab CDS Workstation Installation and Configuration 28 3 Install OpenLab CDS Workstation Run the OpenLab Installer 12 Prerequisite Check: Mandatory settings in the operating system are checked1. The report is located in C:\ProgramData\Agilent\InstallLogs\<date and time>. Note that ProgramData is a hidden folder. In case of errors, see the following hints: · Is the name of the installation folder still applicable? · Is there enough space available on the hard disk? For details, refer to the OpenLab CDS Requirements Guide (OpenLabCDSRequirements.pdf). 1 To run the site preparation tool separately before installing: Start the OpenLab Installer, select the Planning page, and click System Configuration Checker. OpenLab CDS Workstation Installation and Configuration 29 3 Install OpenLab CDS Workstation Run the OpenLab Installer 13 Review: All components that will be installed are listed with their version numbers. · To save a properties file for a future silent installation (see "Silent Installation" on page 33), click Save to config File. · To start the installation, click Install. OpenLab CDS Workstation Installation and Configuration 30 3 Install OpenLab CDS Workstation Run the OpenLab Installer 14 Install: After the installation has completed, click Next. 15 Configure: Configuration tools run in the background to configure the local file system. This takes about 10 min. When finished, click Next. OpenLab CDS Workstation Installation and Configuration 31 3 Install OpenLab CDS Workstation Run the OpenLab Installer 16 Finish: · To confirm everything has been installed correctly, click Run Software Verification1. · To complete the installation, select the Reboot the computer now check box, and click Finish. 17 In case of errors during the installation: Check the installation log files under C:\ProgramData\Agilent\InstallLogs\[date and time]. Note that ProgramData is a hidden folder. The installation includes a set of standard instrument drivers. If you need other instrument driver software, install it in a separate step. See "Install or Upgrade Driver Software" on page 36. 1 To start the tool separately at a later point in time, select Start > Agilent Technologies > Software Verification Tool. OpenLab CDS Workstation Installation and Configuration 32 3 Install OpenLab CDS Workstation Silent Installation Silent Installation OpenLab CDS supports a command-line mode for installation, also referred to as silent installation. This mode supports installation, upgrade, repair, and uninstallation. You can execute silent installations either manually or as part of software management systems such as LANDesk or HP CM. Export Properties File The OpenLab Installer supports a feature to export the installation parameters into a properties file which you can then use for the silent installation. 1 Launch the OpenLab Installer. 2 Follow the instructions of the wizard. If an error is shown about missing redistributable packages, install the required packages from the installation medium (Setup\redist folder), and reboot. 3 When you have reached the Review screen, click Save to config file. Save the file to a suitable location. The file will automatically be saved as a .properties file. You can now use the properties file for the silent installation. OpenLab CDS Workstation Installation and Configuration 33 3 Install OpenLab CDS Workstation Silent Installation Prerequisites Run Installation · You have prepared a properties file for silent installation. See "Export Properties File" on page 33. · .Net Framework is present on your system. If it is not present, it will automatically be installed. You must then manually select Accept to agree with the license agreement. · All required redistributable packages are installed. An error on missing packages is shown when running the wizard, but it is hidden in the silent mode. Therefore, if packages are missing, the silent installation will fail without notice. Redistributable packages are available on the installation medium in the Setup\redist folder. 1 Copy the content of the USB media to a centralized folder. 2 Copy the properties file to the same directory as the CDSInstaller.exe. 3 Right-click the executable of the command prompt or Power shell prompt, and run it as administrator. 4 Navigate to the location where you have saved the installation files. For example: C:\CDS 5 To start the installation, call CDSInstaller.exe with the following syntax: CDSInstaller.exe -s -c <PropertiesFile> For example: CDSInstaller.exe -s -c Silent.Properties With this command, you start the OpenLab Installer without a user interface. 6 Wait about 5 minutes while the installation takes place. To check the process of installation, look at the log files under %ProgramData%\Agilent\ InstallLogs. If a required installable is missing, the OpenLab Installer will create an entry in a log file, and, depending on the component type, will continue or roll back the installation. An error code will be returned in such scenarios. 7 After the installation has finished, reboot the PC. OpenLab CDS Workstation Installation and Configuration 34 3 Install OpenLab CDS Workstation Silent Installation Parameters and Return Codes Parameters Use the following parameters when calling CDSInstaller.exe in command-line mode: · -s Silent mode - no user interface will be shown. · -c Configuration file - a properties file contains all parameters. · <PropertiesFile> The properties file contains all required inputs for the installer. Replace <PropertiesFile> with the correct file path and file name. The file must be located in the same directory as the CDSInstaller.exe. Return Codes After installation, uninstallation, upgrade, or repair in the command-line mode, the system will return a number code which is explained below. Table 2 Return codes Error/return code Success. You can see all of the information in the log file. Failure. Verify against the log file to see what failed. Return value 0 any other number Logging and Tracing All exceptions, errors and information messages are logged under C:\ ProgramData\Agilent\InstallLogs\<date and time>. Note that ProgramData is a hidden folder. OpenLab CDS Workstation Installation and Configuration 35 3 Install OpenLab CDS Workstation Install or Upgrade Driver Software Install or Upgrade Driver Software The following driver software packages are automatically installed and configured with OpenLab CDS. For details, refer to the OpenLab CDS Workstation Requirements and Supported Instruments guide. · Agilent GC & GC/MS · Agilent LC & LC/MS · Agilent 35900 A/D · Agilent SS420x · Agilent Data Player (Virtual Instruments) Other instrument driver software, add-on software, or upgrades to existing driver software, must be installed and configured manually. Instrument driver software and add-on software can be found on the installation media under Setup\ Packages\Add-Ons. The latest Agilent drivers are available in SubscribeNet. In the Product List, select OpenLab Software > OpenLab Agilent Instrument Drivers. Install or upgrade driver software 1 Run the installer package, and follow the installation wizard. For details on the installation or upgrade procedures, refer to the respective driver documentation. 2 Register driver software with OpenLab CDS. See "Register driver software with OpenLab CDS" on page 37. The OpenLab Configuration will find all newly installed or updated instrument drivers and register them with the Shared Services. New instrument types will be available in the Control Panel. OpenLab CDS Workstation Installation and Configuration 36 3 Install OpenLab CDS Workstation Install or Upgrade Driver Software Register driver software with OpenLab CDS The following procedure must be carried out after installing drivers other than the ones listed above, and after upgrading any driver. With these steps you make the new drivers available in OpenLab CDS. 1 In Windows, select Start > All Programs > Agilent Technologies > OpenLab Configuration. 2 In the OpenLab Configuration tool, enter one of the following strings as a server hostname: · The IP address of the workstation, for example 192.x.x.x To look up your IP address, open the Windows Command Prompt and enter ipconfig. This returns an IPv4 address. · The IP address of the localhost, 127.0.0.1 · The computer name 3 Click Connect to enable the input boxes for the user credentials. 4 Under Step 2 - Authentication, enter your user credentials. 5 Make sure the Register as Instrument Controller check box is cleared. 6 Click Register. OpenLab CDS Workstation Installation and Configuration 37 4 Post Installation Tasks Create Account to Access Network Share 39 Set up the domain user account 39 Enable automatic printing 41 Configure the Antivirus Program 42 Configure Internet Explorer for OpenLab Help and Learning 44 Local Windows Group for Secure Projects Root Folder 45 Disable Windows 10 Updates 46 This chapter describes tasks that are relevant after finishing the installation. 38 4 Post Installation Tasks Create Account to Access Network Share Create Account to Access Network Share OpenLab CDS allows you to automatically process your data during acquisition, without opening Data Analysis. During this processing specific domain user privileges to access a network share/network printer and log on as a service are required: · You can generate reports and print them to printer or save them as files. Exporting the reports to a network share is a typical way how they are sent to an external system (for example, LIMS). · You can export raw data or results during a run, and save the files to a network share. Set up the domain user account 1 Log in as Windows domain user who has local administrative privileges. 2 Go to Control Panel > All Control Panel Items > Administrative Tools and double-click Services. Make sure the status of Agilent OpenLab Instrument Service is Started. If not, right-click and select Start. 3 Right-click Agilent OpenLab Instrument Service and select Properties. OpenLab CDS Workstation Installation and Configuration 39 4 Post Installation Tasks Create Account to Access Network Share 4 Click the Log On tab, select This account and enter the login credentials of a domain user who has network printing privileges. Click OK. 5 The Services window confirms that the account has been granted the Log On As A Service right. Click OK. 6 Click OK in the Services window to acknowledge that The new logon name will not take effect until you stop and restart the service. OpenLab CDS Workstation Installation and Configuration 40 4 Post Installation Tasks Create Account to Access Network Share 7 Restart the PC. This will enable the Log On user specified in Instrument Service to automatically print reports in Data Acquisition. 8 After the PC reboots, log in using the same domain user account (for example, agilent\ppadmin) specified in the Log On tab of Agilent OpenLab Instrument Service Properties window. Prerequisites Enable automatic printing If you plan to acquire a single sample or a sequence that specifies a processing method that has Printer report destination, add a default printer to the PC to enable automatic printing of reports. You have set up a domain user account (see "Set up the domain user account" on page 39). 1 Go to Control Panel > All Control Panel Items > Devices and Printers and click Add a printer. 2 Select Add a network, wireless or Bluetooth printer and browse or type a shared printer name that you want to add. Once the printer is added, print a test page and set it as a default printer. OpenLab CDS Workstation Installation and Configuration 41 4 Post Installation Tasks Configure the Antivirus Program Configure the Antivirus Program 1 Be sure to open the firewall ports listed in the Firewall Settings in the OpenLab CDS Requirements guide. 2 For best performance, consider the following folder exclusions. These folders should only be scanned while the instruments are idle, and no data acquisition or data analysis takes place. · [C:\]CDSProjects · [C:\]Program Files (x86)\Agilent Technologies · [C:\]ProgramData\Agilent · [C:\]ProgramData\Agilent IPB Files · [C:\]ProgramData\Agilent Technologies · [C:\]ProgramData\ChromatographySystem · [C:\]ProgramData\Firebird · [C:\]ProgramData\IsolatedStorage Refer to your specific antivirus software documentation on how to configure folder exclusions. Settings for Trend MicroTM antivirus software OpenLab CDS can be used with other antivirus programs as well. If you use Trend MicroTM, the following settings are recommended to optimize system performance. 1 Web Reputation: Turn off to maximize performance. The risk of turning off Web Reputation is that web traffic through browsing from the machine will not be checked. Ensure that there is another URL/web scanner on the gateway level to protect the endpoint, or ensure that the endpoints have limited access to Internet. These production machines should not have access to Internet websites where most of the infections are coming from. 2 Real time scan: Add exclusions, and modify scan direction from Created/Modified/Retrieved to Created/Modified. Exclusions ensure that the working directory of Agilent Technologies will not be scanned, thus improving performance. OpenLab CDS Workstation Installation and Configuration 42 4 Post Installation Tasks Configure the Antivirus Program The risk is that only files that are created and changed on this machine are scanned. Files that are just accessed will be bypassed. Dormant Files that got infected without being noticed at the time they were created or written to the machine will not be scanned. Increase scheduled scan to daily to ensure all files on the machine are being checked for infections that are dormant or not moving. 3 Behavior Monitoring: Add below list of programs to Approved programs. C:\Program Files (x86)\Agilent Technologies\... · OpenLab Acquisition\ Agilent.OpenLab.Acquisition.AcqInstrumentService.exe · OpenLab Acquisition\Agilent.OpenLab.AcquisitionClient.exe · OpenLab Data Analysis\Bin\ Agilent.Chromatography.DataAnalysis.Processing.ProcessingServer.exe · OpenLab Data Analysis\Bin\ Agilent.Chromatography.DataAnalysis.UI.CustomCalculationDesigner.exe · OpenLab Data Analysis\Bin\Agilent.OpenLab.DataAnalysis.exe · OpenLab Data Analysis\Bin\Reporting\ Agilent.OpenLab.Reporting.RdlDescriptor.exe · OpenLab Data Analysis\Bin\Reporting\ Agilent.OpenLab.Reporting.RdlDescriptorContextMenu.exe · OpenLab Data Analysis\Bin\Reporting\ IntelligentReporting.RenderServiceHost.exe · OpenLab Data Analysis\Bin\Reporting\TemplateDocumentation.exe · OpenLab Services\Automation\AutomationServerHost.exe · OpenLab Services\Diagnostics\DiagnosticsToolsServiceHost.exe · OpenLab Services\Licensing\Flexera\lmadmin.exe · OpenLab Services\Licensing\Licensing.Service.Host.exe · OpenLab Services\Server\SharedServicesHost.exe · OpenLab Services\UI\Agilent.OpenLab.ControlPanel.exe The risk is that if any of the excluded files get infected, it will not be detected. For example, trigger a schedule on a daily basis to cover these files. 4 Realtime monitoring: Add below folder to the exclusion list of Realtime Monitoring setting: C:\Program Files (x86)\Agilent Technologies\ OpenLab CDS Workstation Installation and Configuration 43 4 Post Installation Tasks Configure Internet Explorer for OpenLab Help and Learning Configure Internet Explorer for OpenLab Help and Learning If you use Google Chrome or Edge, no further settings are required. If you use Internet Explorer as your default browser: Make the following settings to ensure that OpenLab Help and Learning is opened without showing a confirmation prompt. 1 In Internet Explorer, click Tools > Internet Options. 2 Select the Advanced tab. 3 Under Security, select Allow active content to run in files on My Computer. 4 Confirm your settings. 5 Reboot the computer to make the settings effective. OpenLab CDS Workstation Installation and Configuration 44 4 Post Installation Tasks Local Windows Group for Secure Projects Root Folder Local Windows Group for Secure Projects Root Folder CAUTION If you installed OpenLab CDS using the Secure 'Projects Root Path' option, your projects folder (by default, C:\CDSProjects) and anything within this folder is locked. Only the local Windows system user and the local Windows group AgtSfsGroup are able to browse this folders. The AgtSfsGroup group is created during installation. To ensure that the system is working properly do not delete the AgtSfsGroup group. The application may become unusable If you change file access privileges, Windows 10 removes the default ownership. As a result, OpenLab CDS will be unable to access your data. Request Agilent's support if you need to change privileges on file system level. OpenLab CDS Workstation Installation and Configuration 45 4 Post Installation Tasks Disable Windows 10 Updates Disable Windows 10 Updates NOTE Your company's security policy may require that Windows updates are not applied automatically. With Windows 10, automatic updates cannot be turned off in the Windows settings as in earlier Windows versions. Instead, you must disable the Windows Update service. As this service is required during installation, you can only disable it after finishing the installation. 1 In the Start menu, search for services.msc and press Enter to open the Services window. 2 Double-click the Windows Update service. 3 Set the startup type to Disabled. The computer is no longer automatically updated. Make sure you keep the computer up to date by other means. OpenLab CDS Workstation Installation and Configuration 46 5 Licensing About OpenLab CDS Licensing 48 Software subscriptions and Software Maintenance Agreement (SMA) 48 License Types 48 License File 49 Get a License 50 Obtain a License with SubscribeNet 50 Other Ways to Obtain a License 52 Install Your License 54 This chapter provides basic information on OpenLab licensing. It describes how you generate a license file with SubscribeNet and install the license in the Control Panel. 47 5 Licensing About OpenLab CDS Licensing About OpenLab CDS Licensing Software subscriptions and Software Maintenance Agreement (SMA) Bundled into OpenLab CDS is a one-year software subscription which provides access via SubscribeNet to new software updates, product upgrades, familiarization and media. As a best practice, we recommend customers renew subscriptions annually so as to maintain their licenses and have full access to the newest updates, upgrades, media and familiarization. To manage software entitlements and download software, log in to SubscribeNet by pasting this link in your browser: http://agilent.subscribenet.com/ Software subscriptions do not include installation services. Installation or upgrade services must be purchased by contacting your sales representative in your region. License Types The license file is a collection of Product, Instruments and Add-on licenses (or activation keys), and is installed to your OpenLab CDS System. The licenses or activation keys in the license file can either be Shared or Counted: · Shared licenses -- system computers and other components can have shared, or add-on, licenses -- because they share a core license. · Counted licenses -- these licenses are part of the OpenLab CDS floating licensing strategy. They are not permanently assigned to any one component. Instead they are automatically assigned to components, such as AICs and instruments, while the components are starting up. The licenses are automatically returned when the component is closed. The license management program controls license issuance and retrieval. In this case, the only requirement is that a component is licensed while running. You only need enough licenses for all components running concurrently, rather than for each installed component. A startup license for the system allows you to run OpenLab CDS for 60 days after the installation. In order to run the data system software after the 60-day period, you must install your license file. OpenLab CDS Workstation Installation and Configuration 48 5 Licensing About OpenLab CDS Licensing License File A license file will contain your software license. This file is installed on the workstation. The license file is bound to this computer, and cannot be moved to another workstation without regenerating the license in SubscribeNet. Information in the license file defines the number of instruments and other options that may be used concurrently with your system. The most efficient way to manage and maintain your licensing is through the Internet. OpenLab CDS Workstation Installation and Configuration 49 5 Licensing Get a License Get a License Prerequisites NOTE Obtain a License with SubscribeNet Use the following procedure to generate and download your license. In case you do not have internet access, skip to the section "Other Ways to Obtain a License" on page 52. If you are a new user who has not registered with SubscribeNet, continue with the section New Users. If you have registered with SubscribeNet, skip to the section Users registered with SubscribeNet. To generate, download, and install a final license for your product, you will need: · The authorization code label provided in the lavender envelope containing your Software Entitlement Certificate. If you have not received a lavender envelope for your product, contact your vendor or internal support. · The URL for SubscribeNet from the Software Entitlement Certificate. · The host name of the computer where the Control Panel is running. · The MAC address. To retrieve your MAC address from a computer where OpenLab CDS is already installed, open the Control Panel and browse to the Administration > Licenses section. Use the Copy MAC Address or Save MAC Address function to obtain the MAC address for license generation. During this process you will have to enter the MAC address of your license server. For workstations, this is the local computer. For client/server systems, this is the server. If any changes are made to the computer name or domain reference after the license is installed, remove the license. A new license will need to be created in SubscribeNet, downloaded, and installed. NOTE If the network adapter that provides the MAC address used during license creation is removed from the machine, your license will no longer be valid. A new license will need to be generated with a currently available MAC on the license server. OpenLab CDS Workstation Installation and Configuration 50 5 Licensing Get a License New Users 1 Go to https://agilent.subscribenet.com/control/agil/AgilRegisterToAccount to register the product with SubscribeNet. 2 On the registration page, enter the authorization code from the label and complete the profile information (required fields are marked with an asterisk *). The email address you enter will become your login ID. 3 Click Submit. The system will generate and display an account name for you. SubscribeNet will send a welcome email with your login ID and password. 4 Log in to SubscribeNet using your login ID and password. Once you log in, you can use the online user manual link for help with any questions you have. 5 Select Generate or View licenses from the left navigation bar. 6 Follow the prompts to generate your new license. You will be prompted for the HOST NAME of the computer. The host name you enter must match with the network name of the computer where the Control Panel is running. Do not include any DNS suffix (domain.com) references in the entered machine name. 7 When the system generated the license, view its details, then click Download License File. Save the license file to your computer and to a backup location (such as a portable storage device). Use your login ID and password when you revisit the Agilent SubscribeNet site to regenerate a license file, add new authorization codes, or further configure the license for your system. Users registered with SubscribeNet 1 If you already have a SubscribeNet account, use https://agilent.subscribenet.com/. Lost your SubscribeNet password? Use https://agilent.subscribenet.com/control/agil/password to have it emailed to you. 2 Select the SubscribeNet account associated with this authorization code, if you have more than one account. 3 From the SubscribeNet navigation pane, select Register Authorization Code. This will allow you to enter your new authorization code and make available the new license entitlements. 4 Follow steps 5 through 7 in the previous procedure, New Users, to generate or view your new licenses. OpenLab CDS Workstation Installation and Configuration 51 5 Licensing Get a License Other Ways to Obtain a License If you are unable to generate a license, contact your nearest Agilent technical support office. A representative will tell you how to submit an OpenLab CDS License Generation Form in your location. Offline Licensing If an internet connection is not available in your laboratory: You or your local on-site service engineer will collect the necessary information from you to allow Agilent to create a license account on your behalf. For phone support in your region, call the sales and service number for your region. See the Appendix for a list of numbers for various countries. Required Customer Information for Agilent License Support: The following information must be provided to Agilent in order to enable us to create a licensing account on your behalf. 1 Collect Account Information: Your account name will be your company name and Lab name separated by a comma. Employee information provided here will be used to define the first administrator of your account for future access to the system as required. Please prepare the following pieces of information prior to contacting your local Agilent sales and service center in order to expedite service: · Company Name · Lab/Department Name · First Name · Last Name · E-mail address · Job Title · Phone # · Address, City, State/Province, Postal Code, Country 2 Collect Authorization Code(s): The authorization code is an alpha-numeric code provided on a label which is enclosed in a lavender envelope. If you have received more than one code you must provide all codes to ensure that all ordered licenses are granted to your account. OpenLab CDS Workstation Installation and Configuration 52 5 Licensing Get a License 3 Receiving your license: Once the above information is provided Agilent will then work on your behalf to generate a license file through SubscribeNet. The license file will either be sent to your shipping address (on a CD), or your local FSE will deliver it in person (usually on USB media). Once your license is received follow the below section on "Install your License" to finish installing your license on your CDS system(s). OpenLab CDS Workstation Installation and Configuration 53 5 Licensing Install Your License Install Your License The license must be added to your system using the Control Panel. 1 Start the Control Panel shortcut on the desktop or go to Start > All Programs > Agilent Technologies > OpenLab Shared Services > Control Panel. 2 Navigate to Administration > Licenses. 3 In the ribbon, click Add License . 4 Choose to install the license by: · Using the license file option to browse to and open the license file (.lic) saved from the license generation process in SubscribeNet. · Selecting the License Text option and copying the license text from a text file received into the provided field. 5 Click OK. The Administration interface in the Control Panel will now display the status of installed licenses. OpenLab CDS Workstation Installation and Configuration 54 6 Configure OpenLab CDS Workstation Configure Authentication 56 Configure Security Policy 57 Configure users, roles, and privileges 58 Create or import users 58 Groups 59 Roles and Privileges 59 Add users or groups to a role 61 Specific Roles for Individual Instruments or Projects 61 Configure the Storage Location 62 Enable File System Security 63 Configure Initial Project 63 Configure Initial Instrument 64 Other settings in the Control Panel 64 CAUTION This chapter describes the initial configuration steps after installing the OpenLab CDS software. All configuration tasks are performed in the Control Panel. For more details, refer to the Control Panel section in OpenLab Help & Learning. This chapter is not applicable if you are migrating from OpenLab CDS ChemStation Edition or OpenLab CDS EZChrom Edition. If you are upgrading from OpenLab CDS ChemStation Edition or EZChrom Edition, be sure to refer to the corresponding migration guide (see Appendix) prior to configuring OpenLab CDS ("Migration guides" on page 123). 55 6 Configure OpenLab CDS Workstation Configure Authentication Configure Authentication NOTE NOTE OpenLab CDS supports the following authentication providers: · None (default setting after installation) In this mode, no login screen is shown when you access the Control Panel. The user is automatically logged in to the application with security disabled. All log entries record the user as "Anonymous". With the authentication provider None, the Security Policy and User Management nodes are unavailable in the Control Panel. With the authentication provider None, any activity logs will display a generic System operator with no additional identification. This is not recommended for compliant setups. · Internal In this mode, the user's credentials are stored in the OpenLab CDS system. You are asked to create an administrator account for OpenLab CDS before setting up other users. This is the only mode in which you can create new users within the system; in all other modes you can only map to users that exist in a different system. · Windows Domain You import existing Windows users into OpenLab CDS system. The authentication is done either by Windows Active Directory domain or NT 4.0 Domain within the Enterprise. OpenLab CDS only uses the identity and password of the mapped users; roles and privileges for OpenLab CDS are still configured in the Control Panel. 1 Launch the Control Panel. 2 Navigate to Administration. 3 In the navigation pane, select System Configuration. 4 In the ribbon, click Edit System Settings . 5 Select the required authentication provider from the drop-down list, then click Next. Do not change the storage type. OpenLab CDS Workstation Installation and Configuration 56 6 Configure OpenLab CDS Workstation Configure Security Policy 6 Provide user credentials: a For Windows Domain: Select the check box to use a domain user, and provide user credentials with the rights to obtain user and group information. Then click Select Account to open the Search Users dialog and select an administrator account. b For Internal: Click Create Account to create a new administrator account for OpenLab CDS. 7 Confirm your settings. When complete, the Control Panel will restart. Configure Security Policy If you need to comply with specific standards, adjust the security policy as required. With the authentication provider Internal, you can set all parameters in the Control Panel. With an external authentication provider (Windows Domain), you can only set the inactivity time in the Control Panel; all other parameters are defined by the external system. 1 Launch the Control Panel and navigate to Administration. 2 In the navigation pane, select Security Policy. 3 In the ribbon, click Edit Security Policy. OpenLab CDS Workstation Installation and Configuration 57 6 Configure OpenLab CDS Workstation Configure users, roles, and privileges Configure users, roles, and privileges With internal authentication, you create the required users in the Control Panel. With Windows domain as an external authentication system, you import the Windows domain users. To define what users are allowed to view or do, OpenLab CDS offers predefined roles and allows you to define your own specific roles. Roles are equipped with numerous specific privileges. Each user can be member of multiple groups. You must assign one or more specific roles to each group. You can also assign roles to single users; however, for the sake of clarity, it is strongly recommended to assign roles only on the group level. Every member of a group automatically has all roles of this group. 1 Launch the Control Panel and navigate to Administration. 2 In the navigation pane, select Users, Groups, or Roles. 3 Create new items, or edit the existing ones. Create or import users Use the Control Panel to manage the roles and privileges. You can create custom roles, or assign one or more of the predefined roles to give users varying degrees of access. Add users (Internal Authentication only) 1 From the navigation pane, click Administration > Users. 2 In the ribbon, click Create User. 3 In the Create User dialog, provide the relevant parameters: · Enter the name and password for the new user. · By default, the new user will need to change the password at next logon. If this is not required, clear the User must change password at next logon check box. · In the Role Membership tab, assign the user to an appropriate role. You can use the default roles, or prepare your own roles in the Control Panel under Administration > Roles. 4 Click OK. OpenLab CDS Workstation Installation and Configuration 58 6 Configure OpenLab CDS Workstation Configure users, roles, and privileges Import users (Windows Domain Authentication only) To add users to your system, you must have privileges to obtain user and group information from the domain. 1 From the navigation pane, click Administration > Users. 2 In the ribbon, click Import. 3 In the Search Users dialog box, enter search string for the Windows domain username. 4 From the Search Results list, select the user you want to import, and click Add. The user is added to the Selected Users list. 5 Repeat steps 2 through 4 until you have added all the user names that you want to import to the Selected Users list, then click OK. Groups If you use an external authentication provider, you can either import the names of groups that exist in the external system, or create new internal groups. There is no limit on the number of groups that can be mapped or created. Assign users to groups either in the external system or in the Control Panel. If you need additional user assignments that are relevant only for OpenLab CDS, create them in the Control Panel. Otherwise it is sufficient to only import the groups and assign the required roles to the groups. If you delete or unmap a group, the users who were members in this group remain unchanged. Roles and Privileges Roles are used to assign privileges to a user or a user group globally or for a specific instrument, project, project group or location. The system contains a list of predefined roles which are installed as part of the system installation (for example, Instrument Administrator, Instrument User, or Everything). Each role has certain privileges assigned. OpenLab CDS Workstation Installation and Configuration 59 6 Configure OpenLab CDS Workstation Configure users, roles, and privileges Privileges are grouped according to the three main role types (Project role, Instrument role, and Administrative role). When you assign privileges to a role, you first select the required role type and then select the privileges related to this role type. Each role can only have privileges of one specific role type; the only exception is the predefined role Everything, which has all privileges of all role types. Users or groups may require multiple roles to perform system functions. For example, a user with the role Chemist may need another role such as Instrument User with the privilege to run an instrument. You can create a tree of different locations in the Control Panel, and add instruments to the relevant locations. For each instrument or instrument group, you can assign different Instrument roles (see also "Specific Roles for Individual Instruments or Projects" on page 61). For example, a user can have the role Instrument Administrator for one instrument, and Instrument User for another instrument. You can also create a tree of different projects or project groups in the Control Panel, and assign different Project roles for different projects (see also "Specific Roles for Individual Instruments or Projects" on page 61). For example, a user can have the role Project Administrator in one project, so that he can manage the settings in the Control Panel. In a second project, he may have a role that allows him to edit the content of a project, but not to change the project settings. For more information on privileges, see the Appendix. Table 3 Description of role types Role Type Administrative privileges Instrument privileges Project privileges Description These privileges are globally assigned to a user or group and cannot be changed on the instrument/location level. They are the typical administration privileges such as Backup and restore, Manage security, Manage printers, etc. These privileges can be assigned globally or on the instrument/location level. Privileges for instruments are, for example, View instrument or location and Run instrument. Users need the View instrument or location privilege on the global level to see the locations and instruments tree in the Control Panel. Privileges for accessing or modifying different levels of data. You can assign these privileges globally or on project or project group level. OpenLab CDS Workstation Installation and Configuration 60 6 Configure OpenLab CDS Workstation Configure users, roles, and privileges Add users or groups to a role 1 From the navigation pane, click Administration > Roles. 2 In the Roles window, select the role you want to assign to users or groups. 3 In the ribbon, click Edit Role. 4 In the Edit Role dialog box, click the Members tab. 5 Click Add user or group. 6 In the Search Users and Groups dialog box, enter the name of a user or group, and click Search to view a list of all users and groups that meet the search criteria. 7 Under Search Results, select a user or group, and click Add. 8 Click OK. Specific Roles for Individual Instruments or Projects By default, the roles of users or groups are globally set for all locations, instruments, project groups, or projects. The role settings are inherited from the root node Instruments or Projects, respectively. In order to assign a different role to a user or group for one specific node, you can deselect the Inherit privileges from parent check box in the Edit Privileges dialog for the required node. Afterwards, you can assign a different role that will be valid only for the specific node. You can assign Instrument roles to individual locations or instruments. If you use projects, you can assign Project roles to individual project groups or projects. Administrative roles are always set globally. OpenLab CDS Workstation Installation and Configuration 61 6 Configure OpenLab CDS Workstation Configure the Storage Location Configure the Storage Location Prerequisites NOTE All project data is stored on the local file system. Each project has its own project folder, but all project folders are located in the Projects Root Path. The following procedure explains how to change Projects Root Path. To be able to change the Projects Root Path, the directory must be empty. You have not yet created any projects. If you already created projects, move the data away temporarily, then delete the project. After you have set the correct path, create the projects again and move the data back. 1 Launch the Control Panel. 2 Navigate to Administration. 3 In the navigation pane, select System Configuration. 4 In the ribbon, click Edit System Settings . 5 Select the storage location File System from the drop-down list, then click Next. 6 Provide the new Projects Root Path. 7 Confirm your settings. When complete, the Control Panel will restart. OpenLab CDS Workstation Installation and Configuration 62 6 Configure OpenLab CDS Workstation Enable File System Security Enable File System Security With File System Security, you prevent users from modifying OpenLab files outside OpenLab CDS. File System Security may have been enabled already during installation, but you can enable it at any time. File System Security is optional. 1 Launch the Control Panel. 2 Navigate to Administration. 3 In the navigation pane, select System Configuration. 4 In the ribbon, click Edit System Settings . 5 Select the storage location File System from the drop-down list, then click Next. 6 Select the Secure project folder check box, then click Next. 7 Confirm your settings. Configure Initial Project 1 Launch the Control Panel and navigate to Projects. 2 Create and configure a project: On the CDS Settings tab: · Enter the locations for Methods, Sequences, Results, Sequence Templates and Report Templates. · Consider the required audit trail settings for this project. For more details, refer to the Control Panel section in OpenLab Help & Learning. OpenLab CDS Workstation Installation and Configuration 63 6 Configure OpenLab CDS Workstation Configure Initial Instrument Configure Initial Instrument 1 Launch the Control Panel and navigate to Instruments. 2 Click Create in the ribbon to create a new instrument. 3 Select the new instrument, and click Configure Instrument in the ribbon. 4 It is recommended that you use Auto Configuration (if available) to configure your instruments: Select a module, click Auto Configuration, and provide the instrument's IP address or hostname. For more details, refer to the Control Panel section in OpenLab Help & Learning. Other settings in the Control Panel Consider also other settings in the Control Panel, such as: · Changing the instrument status reporting frequency · Changing audit trail settings for a project · Editing signature levels for a project (only accessible from an OpenLab CDS Workstation or Client For more details, refer to the Control Panel section in OpenLab Help & Learning. OpenLab CDS Workstation Installation and Configuration 64 7 Optional Procedures Install OpenLab Help and Learning Only 66 Improve Performance on Offline Machines 67 Install or Uninstall Add-ons 68 ADF Export Plug-In 68 This chapter describes the installation or upgrade of additional software. It also contains information on the installation of OpenLab Help and Learning only, and on performance improvement on offline machines. 65 7 Optional Procedures Install OpenLab Help and Learning Only Install OpenLab Help and Learning Only Use this option to install OpenLab Help and Learning content without installing OpenLab CDS applications. Do not use this option on a machine where OpenLab CDS is, or will be, installed. 1 Insert the USB media, right-click the setup.exe file, and run it as administrator. 2 On the start screen, select OpenLab CDS, and click OK. 3 Click Install OpenLab Help and Learning Only. 4 Select your language, and click Next. 5 On the welcome screen, click Next. 6 Confirm Agilent terms and conditions, and click Next. 7 Review the installation directory. If desired, click Change... to specify a different directory. 8 Click Install. 9 When the installation is complete, click Finish. 10 If you plan to use Internet Explorer to view the content, set the Internet Options as described under "Configure Internet Explorer for OpenLab Help and Learning" on page 44 . Without these settings, you will need to click Allow blocked content when opening the help. No settings are required for Google Chrome or Edge. You can uninstall or repair OpenLab Help and Learning from the same link in the installer (see "Uninstall OpenLab Help and Learning Only" on page 105). OpenLab CDS Workstation Installation and Configuration 66 7 Optional Procedures Improve Performance on Offline Machines Improve Performance on Offline Machines Computers running OpenLab CDS may exhibit slow performance when they are not connected to the Internet. The windows operating system has routines built into its operation that causes it to continuously search for an online connection in order to update to all the latest Windows security certificates when using secure software. Use the following system settings on all workstations to remedy this problem. 1 Open Internet Explorer and select Tools > Internet Options. In the Advanced tab, clear the following check boxes: · Security > Check for publisher's certificate revocation · Security > Check for server certificate revocation 2 Change the following registry keys: · [HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\ SystemCertificates\AuthRoot] "DisableRootAutoUpdate"=dword:00000001 · [HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Policies\ Microsoft\SystemCertificates\AuthRoot] "DisableRootAutoUpdate"=dword:00000001 3 Document that you turned off the Root Certificates, as this can prevent users from installing other applications. OpenLab CDS Workstation Installation and Configuration 67 7 Optional Procedures Install or Uninstall Add-ons Install or Uninstall Add-ons Prerequisites ADF Export Plug-In · The Allotrope Data Format (ADF) plug-in is not delivered with the OpenLab CDS installation medium. Download Data Export Add-on for OpenLab CDS from SubscribeNet. · You have installed OpenLab CDS. 1 To install the plug-in: a Run the installer MSI file as administrator. b Follow the wizard. c Install the required license. 2 To uninstall the plug-in, run the installer MSI file again as an administrator; click Remove and follow the wizard. OpenLab CDS Workstation Installation and Configuration 68 8 About the OpenLab CDS Software Software Architecture 70 Local File System 72 Customization 73 Customization via custom calculations 73 Customization via report templates 73 Customize application to start external programs 74 Export raw data and results 74 This chapter contains an overview of the software architecture and customization options. 69 8 About the OpenLab CDS Software Software Architecture Software Architecture OpenLab CDS is a data system solution for analytical workflows that controls a wide variety of instruments including the industry-leading GC and GC/MS-SQ instruments, along with best-in-class LC and LC/MS-SQ. By combining chromatography and single-quad mass spectrometry into a single scalable solution with centralized system administration, you can streamline your laboratory workflows and maximize productivity. A tailored and simplified user interface with a new state-of-the-art user experience, along with e-learning tools, to help you to get up to speed and productive as fast as possible. The Agilent OpenLab CDS software is provided on read-only USB media that contains all required executable files and documents. This includes: · Acquisition · Data Analysis and Reporting · Shared Services · Content Management · Custom Calculation Editor · Help and Learning Platform · User documentation · Instrument driver software for Agilent LC, GC, LC/MS, GC/MS, or A/D · Instrument driver software for virtual instruments (Data Player) · Agilent Parts Finder · Third party tools OpenLab CDS Workstation Installation and Configuration 70 8 About the OpenLab CDS Software Software Architecture Workstation: All components on a single PC; results are stored in the local file system; the system supports up to four instrument connections. WorkStation Intranet/Internet (optional) Figure 1 OpenLab CDS Workstation and Workstation Plus OpenLab CDS Workstation Installation and Configuration 71 8 About the OpenLab CDS Software Software Architecture Workstation Plus (with Content Management): All components on a single PC; results are stored in a database provided by the Content Management component; Users have no access to the data via the local file system; supports up to four instrument connections. Workstation Plus Data Analysis Client Control Panel Acquisition Client Instrument Server Shared Services Content Management Database 1 to 4 Instruments Figure 2 Components on a Workstation Plus Local File System All project data such as methods, raw data, results, templates, or reports are stored in the local file system. Each project has its own folder. All project folders are located in one specific Projects Root Folder. By default, the content of the Projects Root Folder is not protected against modification or deletion from local file browsers. To ensure data integrity, select Secure project folder during installation, or select Secure project folder in the system settings of a ready installed Workstation. When the project folder is secured, normal windows file operations are restricted to only members of the AgtSfsGroup user group. For more information, see "Local Windows Group for Secure Projects Root Folder" on page 45. OpenLab CDS Workstation Installation and Configuration 72 8 About the OpenLab CDS Software Customization Customization OpenLab CDS can be customized to support various workflows and applications. Customizing capabilities are available via different approaches. For more information on how to use the different tools, refer to OpenLab Help & Learning. Customization via custom calculations Data Analysis can be enriched by calculating additional values. The calculations are done with the Custom Calculator Designer and referenced by or embedded in a processing method. These calculations can be quite complex. The calculation results are directly visible in Data Analysis, no report generation is needed. Custom calculations are processed on result set level. They are only computed if all injections of the result set are processed together. Customization via report templates In a report template you can call calculation results from a method-specific custom calculation, or define additional, template-specific calculation expressions. The template-specific values are only visible in the report preview or the final report. Reports are generated on either injection level, result set level, or across multiple result sets. Reports can be used for automated result evaluation on all the mentioned levels. Example report templates for typical petrochemical or pharmaceutical applications are provided with the application and can be imported in Data Analysis (see Import default templates in OpenLab Help & Learning). OpenLab CDS Workstation Installation and Configuration 73 8 About the OpenLab CDS Software Customization Customize application to start external programs The customization capabilities allow to add ribbon groups and icons in the Data Selection and Data Processing views of OpenLab Data Analysis. It is possible to start an external program via an icon and to hand over the project data path and the path of the current injection as parameters to the program. The customization is based on a file CustomToolsConfiguration.xml at C:\ ProgramData\AgilentTechnologies\OpenLab DataAnalysis\ that needs to be created by the user. An example CustomToolsConfiguration.xml file is included on the media at Setup > Tools > Support > UCL > Customization folder. For more information, refer to OpenLab Help & Learning. Export raw data and results Data Analysis offers the possibility to execute post processing plug-ins as part of the processing method. These post processing plug-ins allow to export raw data or results as part of the processing routine of single runs as well as sequence runs, also in unattended mode. Scripts are available for the export in the following formats: · ChemStation Export (.D/.ch format) · AIA Export (OpenLab CDS v2 raw data and peak results as netCDF format (revision 3.4) according to AIA Chromatography Data Standard Specification V1.0) · OpenLab CDS 2 raw data export (native .dx files for ACE) Other plug-ins such as the Allotrope Data Format (ADF) plug-in are available via SubscribeNet. OpenLab CDS Workstation Installation and Configuration 74 9 System Setup and Maintenance Control Panel 76 Instrument Management / Lab Status at a Glance 76 License Management 77 System Activity Log 78 Diagnostics 79 Administrative Reports 79 Authentication Provider 80 Security Policy 80 User Management 80 Shared Services Maintenance 81 Maintenance Procedures 83 Introduction 83 Software backup procedure 85 Data Backup Procedure 91 Software Restore Procedure 94 Data Recovery Procedure 95 This chapter contains information on the Control Panel and Shared Services Maintenance. In addition, it describes various maintenance procedures. 75 9 System Setup and Maintenance Control Panel Control Panel Using the Control Panel, you can access Shared Services control features such as security policy, central configuration, or lab status at a glance. Instrument Management / Lab Status at a Glance The Instruments view in the Control Panel offers an overview of all instruments in the network or on the workstation. You can see the following information for all instruments, summarized on one page: · Status of the instrument with related color code · Instrument name · Instrument location · Instrument type · Last change of configuration Depending on the configuration, this information may be accessed from a single workstation PC or from multiple clients in a network. You can create a tree of different locations in the Control Panel, and add instruments to these locations. Using locations, you can organize your instruments for example by department, by laboratory, or by lab bench. For each instrument, you can provide basic information such as the name, description, and instrument type. OpenLab CDS Workstation Installation and Configuration 76 9 System Setup and Maintenance Control Panel Depending on your privileges in OpenLab CDS, you can perform several operations on the instruments: · View instrument information (instrument status, instrument details, activity log) · View the locations and instruments tree · Edit the instrument information · Configure the instrument The instrument configuration is stored in the Shared Services database. You access the configuration tool from the Control Panel. · Launch the instrument On a Workstation, you can only launch instruments that are configured on this PC. With a Client/Server system, you can launch instruments remotely from any OpenLab CDS client in the network. Your privileges can differ for the different locations and instruments (see "Specific Roles for Individual Instruments or Projects" on page 61). License Management This service includes the administration of all licenses that are required for your system. Before adding a license file, you must first purchase the license and generate the license file using SubscribeNet. For more information on generating new license files, see "Obtain a License with SubscribeNet" on page 50. License Management in the Control Panel provides the following functions: · You can add license files to the license server. · You can navigate to the license monitor and view the properties of all licenses installed on a given license server. · You can remove license files from the license server. This may be useful if an invalid license file has been added. · You can view or change the license server. · You can view, copy, or save the MAC Address of the license server. · You can navigate to the Agilent Electronic Software and License Delivery web page to obtain a license. OpenLab CDS Workstation Installation and Configuration 77 9 System Setup and Maintenance Control Panel The following properties are shown for installed licenses: · Feature: This indicates the type of license used. · Version: If a license is versioned, you can see the version number. For licenses that are not versioned, the version is always shown as 1.0. · In Use (Available): This indicates the number of licenses that are currently in use and, in brackets, the total number of licenses. With the OpenLab CDS licensing strategy, a license is only in use as long as a software instance is running (see "License Types" on page 48). · Expiration: If the license is only valid for a certain period of time, the expiration date is displayed. In the Alerts pane, you are informed if the number of available licenses has gone down to zero for a specific feature, or if you have started a software instance which requires a license that is unavailable. For more information on adding license files and viewing the license properties, refer to the Control Panel section in OpenLab Help & Learning. System Activity Log The System Activity Log allows you to centrally access all system activities. It contains information on the various events associated with Shared Services or with specific instruments. You can filter the list in order to view only events of a specific type, in a specific time range, created by a specific user, or containing a specific description. The following types of events are recorded: · System · Instrument Management · Instrument · Project Management · Instrument Controller · User · Group · Security · Printer · License OpenLab CDS Workstation Installation and Configuration 78 9 System Setup and Maintenance Control Panel The messages can come from other components, such as the user management, or from an instrument module. Instrument messages include error messages, system messages, or event messages. The System Activity Log records these events irrespective of whether you have been alerted to them or not. To get more information on an event, expand the line of interest in the activity logbook viewer. Diagnostics The Diagnostics view allows you to access several reports and tools for diagnostic purposes: · Ping the server. · Create a report, either for the local system or for the server, with information on the operation system, processors, disk drives, processes, network, and connections. · Centrally access and download all the log files, trace files, etc. that are created by the registered modules. Administrative Reports In the Administrative Reports view, you can additionally create and export various XML or PDF reports related to the system configuration: Instrument Controllers Report Detailed information of all Instrument Controllers. When this report is generated on a Workstation, the information presented relates to the local system. When this report is generated on a client-server system, all Instrument Controllers are included. Instruments Report Provides detailed information about configuration and access privileges for all instruments on the system. On client-server systems, this report includes all instruments on all Instrument Controllers. OpenLab CDS Workstation Installation and Configuration 79 9 System Setup and Maintenance Control Panel Projects Report Provides detailed information about configuration and access privileges for all projects on the system. Roles and Privileges Report Describes all roles defined on the system, including details of all privileges included in each role. System Report This report provides a consolidated view of the system, which includes all information about instrument controllers, instruments, projects, roles, users, and groups. User's and Group's Role Assignment Report This report provides an overview of all users and groups with their assigned roles. Authentication Provider The authentication provider is described under Configure an OpenLab CDS File System Workstation. For details, see "Configure Authentication" on page 56. Security Policy The security policy is described under Configure OpenLab CDS. For details, see "Configure Security Policy" on page 57. User Management The user management is described under Configure OpenLab CDS. For details, see "Configure users, roles, and privileges" on page 58. OpenLab CDS Workstation Installation and Configuration 80 9 System Setup and Maintenance Shared Services Maintenance Shared Services Maintenance Windows Domain tab Server Settings tab Activity Log Export tab Backup and Restore tab The Shared Services Maintenance program is automatically installed with your OpenLab software to help administrators manage the system. To open the utility, select Start > All Apps > Agilent Technologies > OpenLab Shared Services > Shared Services Maintenance1. A user must have Windows administrator rights to access this utility. In this utility, the Windows Domain tab is relevant if you use windows domain authentication to identify your OpenLab users. OpenLab CDS must be given access to the server where these credentials are stored. In the Windows Domain tab, you specify or change the credentials that OpenLab CDS will use to access your windows domain server. For client/server systems: This feature can only access credentials that are stored on the computer where you launched the Shared Services Maintenance program. To specify or change the Domain, User name, or Password for the windows account that will be used to access your windows domain server, use the Shared Services Maintenance program that is installed on the server. The Server Settings tab can be used to manage different server connections. In a workstation configuration, there is typically only the connection to the local machine. Activity log databases can become large over time and affect performance of activity log related operations. Use the Export and Purge functions on the Activity Log Export tab to export the activity log entries to an XML file and purge them from the Activity Log database. The Shared Services database contains information that is accessed by the Control Panel (such as users, roles, permissions, projects, instruments etc.). In order to simplify backup and restore tasks for the Shared Services database, the Backup and Restore tab provides a simple interface for performing these tasks. 1 In Windows 7: Start > All Programs >... OpenLab CDS Workstation Installation and Configuration 81 9 System Setup and Maintenance Shared Services Maintenance NOTE To perform a Shared Services database backup: 1 Specify the backup directory and retention time. The retention time is used to delete any files older than specified. 2 Click Backup. The backup is placed in the specified backup directory. Backups older than the retention time are deleted. The tool automatically generates filenames for the backup files. Never change these filenames, as the tool relies on a specific naming convention. To restore to the selected Shared Services backup in the list: 1 Verify that all connections to the system are shut down before performing a restore. 2 Select the backup that you want to restore, then click Restore. For more information on a backup of data files, see "Data Backup Procedure" on page 91. OpenLab CDS Workstation Installation and Configuration 82 9 System Setup and Maintenance Maintenance Procedures Maintenance Procedures Introduction Disaster Recovery Planning Prepare a recovery plan for the unlikely case of OpenLab CDS becoming inoperable due to a hardware or software failure. This plan must include information and procedures for completely restoring the operating system, the software, and data. Make sure that the disaster recovery plan has been tested and confirmed to be working. The Disaster Recovery Plan must include the following: · Hardware information: CPU, Memory, and Hard disk configuration information. · Computer identity: Name, IP, domain, URI, etc. · Computer administrator information: username and passwords for logging in to the server · Software information: OS version, Patch level. · Installation parameters: · Installation folder · Project folder · Installation log files · Shared Services language · Installed licenses · Registered applications · 3rd party software information: applications and their revisions and install paths. · Backup procedures (see "Software backup procedure" on page 85, "Data Backup Procedure" on page 91) · Backup media location and organization details. · Restore procedures (see "Software Restore Procedure" on page 94, "Data Recovery Procedure" on page 95) OpenLab CDS Workstation Installation and Configuration 83 9 System Setup and Maintenance Maintenance Procedures Backup and Restore Procedure Overview The backup procedure for an OpenLab CDS Workstation with local file system includes all software and data. It describes how to create an image of the current system on a portable USB hard drive and a Windows system repair disc. The USB drive and repair disc are used together to restore your system to the original state, if needed. It is mandatory that every workstation is backed up regularly. Periodic full backups and differential backups between the full backups must be created by administrators. These backups are the only way to restore a system in the event of a hardware or software failure. It is also mandatory that a disaster recovery plan and restore procedures are tested to confirm that the backups are sufficient to restore your system. The data backup procedure does not cover other products or databases, such as the GC Column Database. Create a new system image after changing other products or databases. This procedure requires that the user has administrative rights on the workstation. OpenLab CDS Workstation Installation and Configuration 84 9 System Setup and Maintenance Maintenance Procedures Software backup procedure Before the backup, make sure that the Run Queue on all active instruments is in idle state (no active run items in the queue) and all Acquisition client application are closed. Use Close Connection in the Control Panel to close any acquisitions that may still be running. Stop Windows Services Open Windows Services and Stop the following services in the order listed below. See Microsoft Management Console help for more information on stopping these services. 1 Agilent OpenLab Shared Services 2 Agilent OpenLab Instrument Service Figure 3 Stop Services OpenLab CDS Workstation Installation and Configuration 85 9 System Setup and Maintenance Maintenance Procedures NOTE Create an Image of the Current System Create a new system image after any change in your instrument configuration. 1 Connect a portable USB drive to a (blue) 3.0 USB port on the computer. The AutoPlay window displays the first time the drive is connected to the PC. Close the AutoPlay window. 2 Use the appropriate Windows program to create a system image. See Windows Help for more information. · In Windows 7, click Backup and Restore in the Microsoft Control Panel. Figure 4 Windows 7 Backup and Restore OpenLab CDS Workstation Installation and Configuration 86 9 System Setup and Maintenance Maintenance Procedures · In Windows 10, click File History in the Microsoft Control Panel, then click System Image Backup. Figure 5 Windows File History OpenLab CDS Workstation Installation and Configuration 87 9 System Setup and Maintenance Maintenance Procedures Figure 6 Windows System Image Backup 3 Click Create a system image. 4 Click Next. 5 Select the drives you want to include in the backup. If the OpenLab product was installed in a location other than C:\ drive, you must select that particular drive when asked Which drives do you want to include in the backup? OpenLab CDS Workstation Installation and Configuration 88 9 System Setup and Maintenance Maintenance Procedures 6 Click Next. Figure 7 Drives included in the backup 7 Click Start backup. OpenLab CDS Workstation Installation and Configuration 89 9 System Setup and Maintenance Maintenance Procedures 8 If you are using Windows 7, create a system repair disc according to the Windows instructions. Figure 8 Create a system repair disc If you are using Windows 10, use the Recovery program from the Microsoft Control Panel and create a recovery drive according to the Windows instructions. 9 Close all remaining windows. 10 Eject the newly created Windows Recovery disc. 11 Disconnect the USB drive. 12 Complete the backup Solution Checklist. 13 Keep the USB drive, Windows Recovery disc, completed Backup Solution checklist, Backup Guide, and Backup Solution Recovery checklist in a safe place. Start Windows Services Open Windows Services (services.msc) and Start the services in the order listed below. See Services Microsoft Management Console help for more information. 1 Agilent OpenLab Shared Services 2 Agilent OpenLab Instrument Service You might need to wait a couple of minutes for the services to fully start. OpenLab CDS Workstation Installation and Configuration 90 9 System Setup and Maintenance Maintenance Procedures Data Backup Procedure Before the backup, make sure that the Run Queue on all active instruments is in idle state (no active run items in the queue) and all Acquisition client application are closed. Use Close Connection in the Control Panel to close any acquisitions that may still be running. Stop Windows Services Open Windows Services and Stop the following services in the order listed below. See Microsoft Management Console help for more information on stopping these services. 1 Agilent OpenLab Shared Services 2 Agilent OpenLab Instrument Service Figure 9 Stop Services OpenLab CDS Workstation Installation and Configuration 91 9 System Setup and Maintenance Maintenance Procedures Database Backup 1 Launch the Shared Services Maintenance utility and select the Backup and Restore tab. NOTE Figure 10 Backup utility 2 Specify the backup directory and retention time.?When a new backup is performed, the currently set retention time is used to delete any files older than specified. It is recommended that you use a safe location as the backup directory (for example, a thumb drive, a network location, or an external storage device). 3 Click Backup. The backup is placed in the specified backup directory. Backups older than the retention time are deleted. OpenLab CDS Workstation Installation and Configuration 92 9 System Setup and Maintenance Maintenance Procedures NOTE Content Backup 1 Copy the contents of the project folder specified during installation into a safe location (for example, a thumb drive, a network location, or an external storage device). If you are using Secure Storage, either run the backup as the Windows system user, or add your current Windows user to the AgtSfsGroup local group. NOTE Start Windows Services Open Windows Services (services.msc) and Start the services in the order listed below. See Services Microsoft Management Console help for more information. 1 Agilent OpenLab Shared Services 2 Agilent OpenLab Instrument Service You might need to wait a couple of minutes for the services to fully start. Scheduled Backup To automate the data backup procedure, you can create a batch file performing all of the steps above and schedule it to run regularly using Windows Task Scheduler. For your convenience, there is an example provided in the installation folder (for example, C:\Program Files (x86)\Agilent Technologies) under \BackupScripts. Please examine it carefully and adjust according to your system configuration. The script needs to be run with administrative privileges and as a user who has access to the project folder. If the project folder is secure, the user must be a member of the AgtSfsGroup local group. OpenLab CDS Workstation Installation and Configuration 93 9 System Setup and Maintenance Maintenance Procedures Software Restore Procedure Use this procedure to restore your system from an existing backup system image. See the Windows Installation documentation for detailed information. 1 Connect the recovery USB drive to a (blue) USB 3.0 port and insert the Windows Recovery DVD in the DVD drive. 2 Start or restart the PC and watch the PC monitor carefully during the restart process for the message Press any key to boot from CD or DVD.... Press the space bar or any other key when the message appears. The PC will boot from the DVD. 3 Enter the appropriate information to start the Install Windows program. 4 Select Repair your computer. 5 Specify system recovery options. If you are using Windows 7, select the system recovery options according to the Windows instructions. Figure 11 System recovery options 6 In the Select a system image backup screen, Use the latest available system image is selected by default. · If the auto-filled information is correct, click Next. · If no image match is found, a Select Select a system image and click Next b Select the appropriate image and click Next. c Select the date and time and click Next. OpenLab CDS Workstation Installation and Configuration 94 9 System Setup and Maintenance Maintenance Procedures 7 Select Format and repartition disks and click Next. 8 Click Finish. 9 When the re-image process is complete, restart the system to finish the restoration. Data Recovery Procedure Stop Windows Services Open Windows Services and Stop the following services in the order listed below. See Microsoft Management Console help for more information on stopping these services. 1 Agilent OpenLab Shared Services 2 Agilent OpenLab Instrument Service Figure 12 Stop Services OpenLab CDS Workstation Installation and Configuration 95 9 System Setup and Maintenance Maintenance Procedures NOTE Content Restore 1 Copy the contents of previously preserved project folder to the location used at the moment of backup. 2 To restore a system with secured project folder: a Your current Windows user needs to be a member of the AgtSfsGroup local group. b Open an Administrative command prompt (type cmd into the Windows Start Menu search, right click cmd.exe, then select Run as administrator). c Execute the following commands: cd C:\Program Files (x86)\Agilent Technologies\OpenLab Services\Server SecureFolder.exe /group C:\CDSProjects In case of a non-default installation, replace C:\Program Files (x86)\Agilent Technologies and C:\CDSProjects with the OpenLab CDS installation path and project folder selected during installation. NOTE Incorrect usage of the SecureFolder.exe utility (specifying folder other than the Project Root) can harm other applications or even your operating system, and potentially prevent it from starting up. OpenLab CDS Workstation Installation and Configuration 96 9 System Setup and Maintenance Maintenance Procedures Database Restore 1 Launch the Shared Services Maintenance utility and select the Backup and Restore tab. NOTE Figure 13 Backup utility 2 Click Browse to select the folder with previously created backups. Backups older than the retention time will not to be shown. 3 Select the backup you want to restore, and click Restore. OpenLab CDS Workstation Installation and Configuration 97 9 System Setup and Maintenance Maintenance Procedures NOTE Start Windows Services Open Windows Services (services.msc) and Start the services in the order listed below. See Services Microsoft Management Console help for more information. 1 Agilent OpenLab Shared Services 2 Agilent OpenLab Instrument Service In case of a successful restore, the Shared Services service will start automatically. OpenLab CDS Workstation Installation and Configuration 98 10 Upgrade OpenLab CDS License Upgrade 100 Get Upgraded License File 100 Add Upgraded License File to the System 101 Upgrade OpenLab CDS Workstation to Latest Version 102 CAUTION This chapter describes the upgrade from OpenLab CDS 2.0 or higher to the current version of OpenLab CDS. This chapter is not applicable if you are migrating from OpenLab CDS ChemStation Edition or OpenLab CDS EZChrom Edition. If you are upgrading from OpenLab CDS ChemStation Edition or EZChrom Edition, be sure to refer to the corresponding migration guide (see Appendix) prior to configuring OpenLab CDS ("Migration guides" on page 123). 99 10 Upgrade OpenLab CDS License Upgrade License Upgrade Get Upgraded License File You will need to upgrade your licenses in SubscribeNet prior to upgrading to the next version of OpenLab CDS. We strongly recommend upgrading your workstation licenses before upgrading the core software. Standalone workstations which are upgraded to the new core software version, without a new workstation license, will not work until the new workstation licenses are added to the OpenLab Control Panel. If you are under SMA subscription, proceed as follows to upgrade your licenses: 1 During the following process, you will be prompted in SubscribeNet for the host name or MAC address of the workstation where OpenLab CDS is already installed. To retrieve this hostname and MAC address, open the Control Panel and browse to the Administration > Licenses section. Note down the host name and use the Copy MAC Address or Save MAC Address function to obtain the MAC address. 2 Log into the Agilent Electronic Software and License Delivery (https://agilent.subscribenet.com/). 3 Navigate to Manage Licenses by Host. In the Host ID field, enter the previously noted MAC address, and click Search. If the relevant host name does not appear, you may be managing your licenses in multiple SubscribeNet accounts. You will need to log into those accounts to upgrade those workstation licenses. OpenLab CDS Workstation Installation and Configuration 100 10 Upgrade OpenLab CDS License Upgrade 4 If your license(s) are eligible for an upgrade, you will see the Upgrade All button. Otherwise you will need to contact your Agilent Sales Representative to renew your Software Maintenance Agreement (see "Sales and Support Assistance" on page 123). To proceed with generating your upgrade license, click the button. 5 On the Upgrade All Licenses for License Host page, review the data, and confirm by clicking Upgrade All. This upgrades the license file to the most current version. SubscribeNet will send you an email with a new license file. 6 Put the new license file on your system (see "Add Upgraded License File to the System" on page 101. If you have multiple standalone Workstations, repeat this step for each individual workstation. Note that each workstation's MAC address is the file name. This helps identify the correct license file to import into the workstation's Control Panel. Add Upgraded License File to the System If you have purchased new options, such as additional instrument controls or client license and regenerated your license in SubscribeNet, the upgraded license file must be re-applied to the system. 1 Start the Control Panel from any machine connected to the system you want to install the license for. 2 Navigate to Administration > Licenses. 3 In the ribbon, click Remove License . 4 In the ribbon, click Add License . 5 Browse to and open the license file saved from the license generation process in SubscribeNet. 6 Restart the following Windows services: · Agilent OpenLab License Server · Agilent OpenLab Licensing Support OpenLab CDS Workstation Installation and Configuration 101 10 Upgrade OpenLab CDS Upgrade OpenLab CDS Workstation to Latest Version Upgrade OpenLab CDS Workstation to Latest Version NOTE You can upgrade an OpenLab CDS standalone workstation to the latest version using the OpenLab CDS Installation Wizard. 1 Run the Setup.exe file from the installation medium as a user with administrative rights. 2 Select OpenLab CDS. 3 In the OpenLab CDS Installer, select the Installation screen. 4 Click Install/Upgrade. 5 Provide your OpenLab CDS credentials. 6 Click Upgrade. 7 In the Upgrade screen, click Next to start the reconfiguration. 8 In the Configuration screen, click Next to start the upgrade. 9 On the Finish page, keep the Reboot check box selected, and click Finish. 10 If you use a GC/MS instrument: Upgrade the GC/MS firmware to the latest revision. The upgrade is required for the GC/MS software to work properly with OpenLab CDS 2.4. The supported GC/MS firmware is available after installation of OpenLab CDS in Program Files (x86)\Agilent Technologies\OpenLab Acquisition\GCMS\ Firmware. Open the appropriate MS folder (5977 or 5975) and run msupdate.exe to upgrade the MS firmware. For more information on driver upgrades, see "Install or Upgrade Driver Software" on page 36. It is recommended that you reconfigure the instrument in the Control Panel. Upgrading a OpenLab CDS 2.2 system with GPC/SEC Software ver 1.0 installed (G7860AA) If upgrading a OpenLab CDS 2.2 system with GPC/SEC Software ver 1.0 installed, the GPC/SEC software must also be upgraded to Ver 1.1 after completing the upgrade process of the CDS. If the GPC upgrade is not updated the Data Analysis program will crash on loading. OpenLab CDS Workstation Installation and Configuration 102 11 Uninstall OpenLab CDS With All of its Components Uninstall OpenLab CDS 104 Uninstall OpenLab Help and Learning Only 105 This chapter describes the uninstallation of the software. 103 11 Uninstall OpenLab CDS With All of its Components Uninstall OpenLab CDS Uninstall OpenLab CDS 1 Log in as an administrator. 2 In the Microsoft Control Panel, open Programs and Features. 3 To uninstall OpenLab CDS, double-click Agilent OpenLab CDS. The Agilent Uninstallation Wizard opens. In the wizard, click Uninstall. The OpenLab CDS instrument drivers are automatically uninstalled together with OpenLab CDS. 4 Double-click Agilent OpenLab Shared Services. Confirm uninstallation. 5 Double-click Agilent OpenLab Shared Services (64 bit). Confirm uninstallation. 6 Double-click Agilent OpenLab Storage Client Services. Confirm uninstallation. 7 After uninstalling OpenLab CDS, reboot. OpenLab CDS Workstation Installation and Configuration 104 11 Uninstall OpenLab CDS With All of its Components Uninstall OpenLab Help and Learning Only Uninstall OpenLab Help and Learning Only If you installed OpenLab Help and Learning only, follow this procedure to uninstall it. 1 Insert the USB media, right-click the setup.exe file, and run it as administrator. Alternatively, copy the content of the USB media to a network share, and run the setup.exe file from there. NOTE If User Account Control (UAC) is switched on, this step requires active confirmation to continue. OpenLab CDS Workstation Installation and Configuration 105 11 Uninstall OpenLab CDS With All of its Components Uninstall OpenLab Help and Learning Only 2 On the start screen, select OpenLab CDS, and click OK. OpenLab CDS Workstation Installation and Configuration 106 11 Uninstall OpenLab CDS With All of its Components Uninstall OpenLab Help and Learning Only 3 On the Documentation page, select Install OpenLab Help and Learning Only. The Agilent OpenLab CDS Help and Learning wizard opens. OpenLab CDS Workstation Installation and Configuration 107 11 Uninstall OpenLab CDS With All of its Components Uninstall OpenLab Help and Learning Only 4 Select the correct language, then click Next. OpenLab CDS Workstation Installation and Configuration 108 11 Uninstall OpenLab CDS With All of its Components Uninstall OpenLab Help and Learning Only 5 Click Remove. The wizard removes OpenLab Help and Learning from your system. OpenLab CDS Workstation Installation and Configuration 109 12 Repair the Software Prerequisites This chapter contains information on repairing your OpenLab CDS system using the OpenLab Installer. The Repair Wizard can repair installations that are broken due to corrupted or missing files, registry entries, and Window shortcuts. It cannot replace or recreate any files or items that were created after the original installation. Ensure that you run the Repair Wizard with the exact same version as the installed product. 1 Log in as an administrator. 2 Copy the entire content of the USB media to a local drive, then remove the USB media from the PC. Right-click the setup.exe file, and run it as administrator. NOTE If User Account Control (UAC) is switched on, this step requires active confirmation to continue. 110 12 Repair the Software Uninstall OpenLab Help and Learning Only 3 On the start screen, select OpenLab CDS, and click OK. 4 Click Repair. OpenLab CDS Workstation Installation and Configuration 111 12 Repair the Software Uninstall OpenLab Help and Learning Only 5 Click Repair to start the repair. All listed components are automatically repaired. To abort the repair, click Cancel. 6 When the repair has finished, click Next. OpenLab CDS Workstation Installation and Configuration 112 12 Repair the Software Uninstall OpenLab Help and Learning Only 7 Click Finish to close the Repair Wizard. 8 Reboot the system to complete the repair. OpenLab CDS Workstation Installation and Configuration 113 13 Appendix Privileges in the Control Panel 115 Project Privileges 115 Instrument Privileges 121 Administrative Privileges 121 Migration guides 123 Sales and Support Assistance 123 114 13 Appendix Privileges in the Control Panel Privileges in the Control Panel The privileges described in the following can be associated with different roles in the Control Panel. The following roles are available: Everything System Administrator Instrument Administrator Project Administrator Instrument User Technician Chemist In the Control Panel under Administration > Roles, you can view or change the associated privileges, or create your own roles. Project Privileges Table 4 Project Management Name Manage project or project group Manage project or project group access View project or project group Access content using web client Edit content of project Description User can create or edit project properties and can move the project but cannot view or edit the project access settings. User can view and edit the project access settings. User can see a project and project details but cannot edit. Note: This privilege is required for all users. User can view the data via the Content Management web interface. User can create new versions of documents (e.g. data, methods, or templates). OpenLab CDS Workstation Installation and Configuration 115 13 Appendix Privileges in the Control Panel Table 5 E-Signature Name E-Signature Sign Data Files Revoke E-Signature Table 6 Sample Prep Name Create and modify sample prep Table 7 Acquisition Method Name Create and modify acquisition method Table 8 Processing Method Name Create processing method Save master method Save result set method Edit integration parameters Edit identification parameters Edit chromatogram extraction parameters Edit spectrum extraction parameters Edit MS library search parameters Description User can sign data files User can revoke the e-signature. Description View, edit, and save an autosampler sample prep file Description Create, edit and save an acquisition method file (*.amx) Description Create a new processing method (*.pmx), or save a method under a new name. Save changes to a processing method in the Methods folder. Save changes to a processing method in the result set folder. View and edit the parameters in the Integration Events section of a method. View and edit the parameters in the Compounds > Identification section of a method. View and edit the parameters in the Extraction > Chromatogram section of a method. View and edit the parameters in the Extraction > Spectrum section of a method. View and edit the parameters in the MS Library Search > Properties section of a method. OpenLab CDS Workstation Installation and Configuration 116 13 Appendix Privileges in the Control Panel Table 8 Processing Method Name Edit calibration parameters Edit spectra parameters Edit system suitability parameters Edit custom calculation parameters Edit signal parameters Edit sample purity parameters Edit reporting parameters Edit general parameters Load older master method Description View and edit the parameters in the Compounds > Calibration section of method. View and edit the parameters in the Compounds > Spectra section of method. View and edit the parameters in the Compounds > System Suitability section of method. View and edit the parameters in the Tools > Custom Calculation section of a method. View and edit the parameters in the General > Signals section of a method. View and edit the parameters in the MS Sample Purity section of a method. View and edit the parameters in the Reports > Injection Report section of a method. View and edit the parameters in the General > Properties section of a method. With Content Management, load an older version of a master method. Table 9 Report Template Privilege Unlock/lock report template items Validate report template Create report template Description Lock and unlock report template items (tables, chromatograms, groups of items, ...) to control who is allowed to modify those. Confirm usage of report templates that have been modified outside OpenLab CDS. Create and edit report templates in the Reporting view. Table 10 Sequence Template Name Create and modify sequence template Description Create, edit and save sequence creation templates (*.stx). OpenLab CDS Workstation Installation and Configuration 117 13 Appendix Privileges in the Control Panel Table 11 Sequence Name Edit any users running sequence Create and modify sequence Edit users own running sequences Edit method override parameters Table 12 Audit Trail Name Change method audit trail settings Review audit trail Add manual audit trail entry Table 13 Control Name Abort any running sample Manual control (in run) Manual control (only when instrument idle) MS autotune and manual tuning MS autotune Delete any pending runs Reorder pending runs Description Edit any user's running sequence (status Acquiring in the Run Queue). Create, edit and save sequences (*.sqx) Edit your own running sequences (status Acquiring in the Run Queue). Override parameters in a predefined acquisition method. Description Edit and save method audit trail settings (project properties in the Control Panel). Confirm that you reviewed a changed audit trail. Add a manual entry to document your own actions in the audit trail. Description Abort any running sequence or single run. Access manual control functions while the instrument is running. Access manual control functions while the instrument is idle. Access all MS tune and maintenance functionality, including manual tune, autotune, and check tune. Perform MS autotune and check tune. Remove pending runs from the Run Queue. Change order of pending runs in the run queue. OpenLab CDS Workstation Installation and Configuration 118 13 Appendix Privileges in the Control Panel Table 14 Data Processing Name Reprocess data Do manual compound identification Do manual integration Do manual chromatogram extraction Do manual spectrum extraction Do manual MS library search Update master processing method Create new result set Print results reports Launch Custom Calculation Editor Description Reprocess injections or result sets. Manually assign a compound to a peak. Activate manual integration in the Chromatograms window. Manually extract MS (TIC-SIM/TIC-SCAN) chromatograms from your data. Manually extract UV or MS spectra from your data. Manually search for matches in an MS library. Save changes from a result set method to the corresponding master processing method in the Methods folder. Combine single samples or sequences from different sources in a new, self-assembled result set. Create reports for your methods or results. Start the Custom Calculation Editor from Data Analysis. Table 15 File and Folder Operations Name Delete report templates Delete sequence templates Delete methods Description Delete report templates (*.rdl) in the Data Selection view of Data Analysis. Delete sequence templates (*.stx) files in the Data Selection view of Data Analysis. Delete processing methods (*.pmx) or acquisition methods (*.amx) in the Data Selection view of Data Analysis. OpenLab CDS Workstation Installation and Configuration 119 13 Appendix Privileges in the Control Panel Table 16 Data Name Export data Import data Save reports to disk Edit sample information Table 17 Lock Name Lock Results Unlock Results Table 18 Custom Tools Name Access Custom Tools section Table 19 Snapshot Name Review snapshot results Description Export data into an OpenLab archive (*.olax). Import data from OpenLab archives (*.olax) into the OpenLab system. Save or export a report to a location on a disk or network share. Edit information in the Injection List window. Description Lock a result set to protect it from being changed. Unlock a locked result set. Description Start external programs that were added to the application via the customization tool Description From Acquisition, open a currently running sample in Data Analysis. OpenLab CDS Workstation Installation and Configuration 120 13 Appendix Privileges in the Control Panel Instrument Privileges Table 20 Instrument Management Name View instrument or location Manage Instrument or location Manage instrument or location access Run instrument Service instrument Description User can view and access a location in the tree, but not edit access security, can view properties. User can create and move locations and edit properties (name, description, etc). User can view and edit the location access settings. User can start an instrument session. User can lock or unlock an instrument (to service it). Administrative Privileges Table 21 System Administration Name Manage printers Edit activity log properties Create administrative reports Manage system components Manage security Description Can add/remove printers and print server. Can change the Activity log Settings in the Control Panel (that is, can turn logging on for the System Activity Log). Can create any of the system admin reports. Can install/remove components (applications). Can change security settings and assign security roles. Can edit (add, change etc) users, groups and roles. Can move and delete files and folders in the Content Management database. Note: A user with this privilege can grant himself access to all settings in Shared Services. Be careful who you grant the Manage Security privilege. OpenLab CDS Workstation Installation and Configuration 121 13 Appendix Privileges in the Control Panel Table 21 System Administration Name Manage instrument controllers Unlock any locked UI Description Can edit Instrument Controllers in the Control Panel. Can log in to another user's locked session. Table 22 Content Management Name Archive content Manage Templates Description User can archive the content of the Content Management data repository. View, create, update and delete PDF templates. OpenLab CDS Workstation Installation and Configuration 122 13 Appendix Migration guides Migration guides The following guides provide instructions for migrating data, instrument information, and user information. For migration from OpenLab CDS, the Migration Tool simplifies the migration process. You find these guides on the installation medium under \Setup\Tools\Migration\User Guides and Setup\ Tools\Migration\Linked PDF docs. · Agilent Migration Tools for OpenLab - OpenLab CDS ChemStation and EZChrom Edition to OpenLab CDS Workstation (OpenLabMigrationTool_en.pdf) · Migrating from OpenLab CDS ChemStation Edition to OpenLab CDS Version 2.3 Workstation to Workstation (MigrationGuide_OpenLabCDSChemStnToCDS2.3.pdf) · Migrating from OpenLab CDS EZChrom Edition to OpenLab CDS Version 2.3 Workstation to Workstation (MigrationGuide_OpenLabCDSEZChromToCDS2.3.pdf) · Migrating from ChemStation B to OpenLab CDS Version 2.3 Workstation to Workstation (MigrationGuide_ChemStationBToCDS2.3.pdf) · Migrating from EZChrom Elite to OpenLab CDS Version 2.3 Workstation to Workstation (MigrationGuide_EZChromEliteToCDS2.3.pdf) Sales and Support Assistance Please check the following web site for your local sales and support contact: http://www.agilent.com/en-us/contact-us/page OpenLab CDS Workstation Installation and Configuration 123 In This Book This document provides instructions for installation, configuration, administration, and maintenance of an OpenLab CDS Workstation. It includes information on the license generation with SubscribeNet and operating system configuration. The manual describes the following: · Install OpenLab CDS Workstation with Local File System · Generating and Downloading Your Software License · Configure OpenLab CDS Workstation · Optional Procedures · Customization · About the OpenLab CDS software · System Setup and Maintenance www.agilent.com © Agilent Technologies 2016-2019 Printed in Germany 02/2019 M8413-90002* M8413-90002 Rev. CAcrobat Distiller 11.0 (Windows)