OpenLab CDS Workstation Plus (with Content

Management)
Installation and Configuration

OpenLab CDS Workstation Plus Installation and Configuration

Notices
Document Information Warranty Safety Notices
Document No: D0007073 Rev. A The material contained in this document
Edition: 04/2021 is provided “as is,” and is subject to being C AUTI ON
changed, without notice, in future edi-
A CAUTION notice denotes a
Copyright tions. Further, to the maximum extent
permitted by applicable law, Agilent dis- hazard. It calls attention to an
© Agilent Technologies, Inc. 2015-2021 claims all warranties, either express or operating procedure, practice, or
No part of this manual may be repro- implied, with regard to this manual and the like that, if not correctly per-
duced in any form or by any means any information contained herein, includ- formed or adhered to, could result
(including electronic storage and retrieval ing but not limited to the implied warran- in damage to the product or loss
or translation into a foreign language) ties of merchantability and fitness for a
of important data. Do not proceed
without prior agreement and written con- particular purpose. Agilent shall not be lia-
sent from Agilent Technologies, Inc. as ble for errors or for incidental or conse- beyond a CAUTION notice until
governed by United States and interna- quential damages in connection with the the indicated conditions are fully
tional copyright laws. furnishing, use, or performance of this understood and met.
document or of any information con-
Agilent Technologies, Inc.
5301 Stevens Creek Blvd.
tained herein. Should Agilent and the user WARN IN G
have a separate written agreement with
Santa Clara, CA 95051, warranty terms covering the material in A WARNING notice denotes a
USA this document that conflict with these hazard. It calls attention to an
terms, the warranty terms in the separate operating procedure, practice, or
agreement shall control.
the like that, if not correctly per-
Technology Licenses formed or adhered to, could
result in personal injury or death.
Software Revision The hardware and/or software described Do not proceed beyond a WARN-
in this document are furnished under a
This guide is valid for revision 2.6 of ING notice until the indicated
license and may be used or copied only in
Agilent OpenLab CDS. accordance with the terms of such conditions are fully understood
license. and met.

Restricted Rights Legend

U.S. Government Restricted Rights. Soft-
ware 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 Soft-
ware and technical data pursuant to FAR
12.211 (Technical Data) and 12.212
(Computer Software) and, for the Depart-
ment of Defense, DFARS 252.227-7015
(Technical Data - Commercial Items) and
DFARS 227.7202-3 (Rights in Commer-
cial Computer Software or Computer
Software Documentation).

OpenLab CDS Workstation Plus Installation and Configuration

 In this Guide ...

This document provides instructions for installation, configuration, administration,

and maintenance of an OpenLab CDS Workstation with Content Management
(OpenLab CDS Workstation Software Plus). It includes information on the license
generation with SubscribeNet and operating system configuration.
Table 1 Terms and abbreviations used in this document

Term Description

Content Management Component of OpenLab Server used to manage

your analytical data, including a database.
Always used in Client/Server systems, optional
for Workstations.

AIC Agilent's Analytical Instrument Controller

Control Panel Control Panel for Agilent OpenLab software

Microsoft Control Panel Part of the Microsoft Windows operating system

Shared Services 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 Prepare your PC
This chapter describes how to configure a non-Agilent-delivered PC.
Agilent-delivered PC Bundle systems are delivered with the supported pre-installed
Windows operating system and are configured for optimum performance.
Non-Agilent PCs require some manual configuration changes in order to provide
optimum performance.

2 Install an OpenLab CDS Workstation with Content Management

This chapter describes the installation of the software.

3 Post Installation Tasks

This chapter describes tasks that are relevant after finishing the installation.

OpenLab CDS Workstation Plus Installation and Configuration 3

 4 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.

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.

6 Configure OpenLab CDS Workstation with Content Management

This chapter describes the initial configuration steps after installing the software.
All configuration tasks are performed in the Control Panel. For more details, refer
to the Control Panel section in OpenLab Help & Learning.

7 About the OpenLab CDS Software

This chapter contains an overview of the basic software features.

8 System Setup and Maintenance

This chapter contains information on the Control Panel and Shared Services
Maintenance. In addition, it describes various maintenance procedures.

9 Upgrade OpenLab CDS

This chapter describes the upgrade of the software.

10 Uninstall OpenLab CDS With All of its Components

This chapter describes the uninstallation of the software.

OpenLab CDS Workstation Plus Installation and Configuration 4

Contents

1 Prepare your PC 7
Install and Update Windows 8
Install the .NET 3.5 and 4.x Framework 9
Before You Begin the Installation of OpenLab CDS 10
Run the System Preparation Tool 11

2 Install an OpenLab CDS Workstation with Content Management 18

Installation Workflow Overview 19
Prepare for Installation 20
Run the OpenLab Installer 21
Silent Installation 31
Install or Upgrade Driver Software 34

3 Post Installation Tasks 36

Run a Software Verification after Software Installation 37
Create Account for Network Access and Printing 38
Configure the Antivirus Program 41

4 Optional Procedures 44
Install OpenLab Help and Learning Only 45
Improve Performance on Offline Machines 46

5 Licensing 47
About OpenLab CDS Licensing 48
Get a License 50
Install Your License 54

6 Configure OpenLab CDS Workstation with Content Management 55

Configure Authentication 56

OpenLab CDS Workstation Plus Installation and Configuration 5

 Configure Security Policy 57
Configure users, roles, and privileges 58
Configure Initial Project 62
Configure Initial Instrument 62
Other settings in the Control Panel 63

7 About the OpenLab CDS Software 64

Software Architecture 65
21 CFR Part 11 Compliance 68
Customization 70

8 System Setup and Maintenance 72

Control Panel 73
Shared Services Maintenance 78
Backup and Restore Procedures 79
Routine Maintenance 93

9 Upgrade OpenLab CDS 94

License Upgrade 95
Upgrade OpenLab CDS Workstation to Latest Version 97

10 Uninstall OpenLab CDS With All of its Components 99

Uninstall OpenLab CDS 100
Uninstall OpenLab Help and Learning Only 101
Troubleshooting Tips 102

11 Appendix 103
Privileges in the Control Panel 104
Sales and Support Assistance 113

OpenLab CDS Workstation Plus Installation and Configuration 6

1 Prepare your PC

Install and Update Windows 8

Install the .NET 3.5 and 4.x Framework 9
Before You Begin the Installation of OpenLab CDS 10
Run the System Preparation Tool 11
Reference of SPT Checks 16

This chapter describes how to configure a non-Agilent-delivered PC.

Agilent-delivered PC Bundle systems are delivered with the supported
pre-installed Windows operating system and are configured for optimum
performance. Non-Agilent PCs require some manual configuration changes in
order to provide optimum performance.

OpenLab CDS Workstation Plus Installation and Configuration 7

1 Prepare your PC
Install and Update Windows

Install and Update Windows

1 Install the Windows operating system from the Microsoft installation media
or qualified PC image media provided by your IT department. During the
setup, provide the computer name, administrator password and network
settings.
For the computer name, do not use underscores; installation is not possible if
the computer name contains an underscore.
Choose to either join an existing domain or set up the system in a workgroup
mode
2 In the Microsoft Control Panel under System > Windows activation, click
Change product key. Enter a valid value to activate Windows.
3 Update to the recommended version of Windows 10 (also known as a
semi-annual Feature Update). See the FAQ section of the OpenLab CDS page
at https://www.agilent.com/.
4 Check for Windows quality updates, and apply all critical security patches. Do
not choose to install a newer version of Windows 10 (see previous step).
Make sure the Windows quality updates have finished installing before
proceeding to install OpenLab CDS.
5 Check that your computer meets all requirements. You can access the
Requirements and Supported Instruments for Instrument Controllers, Clients,
or Workstations guide (CDS_Requirements.pdf) from the Setup\Docs folder
on the installation medium.
Use this PDF to check that your settings comply with the network
requirements, and to determine whether your hardware and software will
support the system.
6 To secure your system against viruses please install an antivirus program. Be
sure to open the firewall ports listed in the Firewall Settings in the
Requirements and Supported Instruments for Instrument Controllers, Clients,
or Workstations guide (CDS_Requirements.pdf).
7 To configure remote settings: In the Microsoft Control Panel navigate to
System > Remote settings. On the Remote tab. In the Remote Desktop section,
select Don't allow connections to this computer.
8 In the Microsoft Control Panel under Date and Time: Choose the time zone of
your regional location.

OpenLab CDS Workstation Plus Installation and Configuration 8

1 Prepare your PC
Install the .NET 3.5 and 4.x Framework

Install the .NET 3.5 and 4.x Framework

If .NET 3.5 and .NET 4.x are not installed on your system, their 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.
1 Go to the Microsoft Control Panel.
In the Windows Start menu, enter "Control Panel" in the Search programs and
files field (alternatively, press [Win+R] and enter "Control panel"). To view all
items in the Control Panel view, select Small icons in the View by field.
2 Go to Programs and Features.
3 Go to Turn Windows features on or off.
4 Enable .NET 3.5 as follows:
a Expand the .NET Framework 3.5 (includes .NET 2.0 and 3.0) node.
b Select the Windows Communication Foundation Non-HTTP Activation check
box.

Figure 1 Enable .NET 3.5 (Win 10)

This requires an internet connection. If it does not work as expected, or the

NOT E computer has no internet access, install .NET 3.5 from the Windows installation
media. For Windows 10, see details 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.

5 Select the .NET Framework 4.8 Advanced Services check box. Use the default
values for sub items.

OpenLab CDS Workstation Plus Installation and Configuration 9

1 Prepare your PC
Before You Begin the Installation of OpenLab CDS

Before You Begin the Installation of OpenLab

CDS

To simplify installation of the software, it is helpful to decide on some

configuration options before you begin the actual software installation.
1 Decide on a computer name.
The computer name will be reflected in the license. To avoid effort, it is
recommend to keep the computer name unchanged after installing OpenLab
CDS.
To make sure that a DNS server can resolve the computer name, follow the
NOT E internet standard for protocols(RFC952) and use only the following characters:
• Letters (a-z, A-Z)
• Digits (0-9)
• Hyphen (-)
Do not use an underscore. 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 Prepare an account with administrative privileges to run the installation.
4 To allow the successful installation and activation of all components, make
sure that the LAN-cable is connected and a network is available. A local
network is sufficient. If you install the workstation without a network cable,
the activation of the Content Management component will fail, and trying to
run the database will return an error.
5 Make sure that the antivirus software is disabled during the installation.
6 Check the Agilent Service Notes for software updates for your installation
package and software products. Service Notes are available from your Agilent
support representative.
7 If you use Trend MicroTM as an antivirus software, turn off Web Reputation to
allow the installation of all components.
8 If you plan to upgrade from a previous version of OpenLab CDS please refer to
the Upgrade OpenLab CDS chapter.

OpenLab CDS Workstation Plus Installation and Configuration 10

1 Prepare your PC
Run the System Preparation Tool

Run the System Preparation Tool

The System Preparation Tool (SPT) checks and applies Windows settings on
your machine. The settings are also applied automatically when you run the
OpenLab installer. Running the SPT in advance helps you to shorten the
installation process. For an overview of both mandatory and recommended
settings, see Table 2 on page 16.
1 If you want to keep your setting in the System Preparation Tool from one run
to the next: Copy the entire content of the USB media to a local drive or
centralized folder, then remove the USB media from the PC.
2 To open the installer, right-click the setup.exe file, and run it as administrator.
If User Account Control (UAC) is switched on, this step requires active
NOT E confirmation to continue.

OpenLab CDS Workstation Plus Installation and Configuration 11

1 Prepare your PC
Run the System Preparation Tool

3 On the start screen, select OpenLab CDS, and click OK.

4 From the Planning tab, select System Preparation Tool.

The System Preparation Tool window opens.

OpenLab CDS Workstation Plus Installation and Configuration 12

1 Prepare your PC
Run the System Preparation Tool

5 Select the product configuration OpenLab CDS~2.6~WorkstationPlus~Win10

from the drop-down list, and click Continue.

The installer automatically applies all mandatory Windows settings to ensure

proper installation.
6 Select which recommended settings to apply to the system.
There are several settings that are recommended that can improve the
performance and stability of your system, but do not need to be completed to
deploy the application. The recommended settings are listed after the
mandatory settings.
You can clear the check boxes for recommended settings. Mandatory
settings cannot be cleared. Recommended actions are selected by default
and will be applied unless they are cleared.
For more information on mandatory and recommended settings, see Table 2
on page 16.

OpenLab CDS Workstation Plus Installation and Configuration 13

1 Prepare your PC
Run the System Preparation Tool

7 Click Apply Fixes to apply the correct settings.

The System Preparation Tool attempts to fix the selected settings and
displays the new status on the Update Configuration page. All actions are
saved to a log file.
8 Click Next to proceed to the System Preparation Report page.
The System Preparation Report is displayed. It lists the new status for all
selected settings.
The System Preparation Report for each run is saved separately to disk. Its
location is shown at the top of the page.

OpenLab CDS Workstation Plus Installation and Configuration 14

1 Prepare your PC
Run the System Preparation Tool

9 Click Print Report to print the System Preparation Report.

You may print to a file, for example, using the Adobe PDF printer, and add
comments.
10 The System Preparation Report lists any mandatory or recommended
settings that are not automatically updated by the System Preparation Tool.
Follow the instructions provided in the System Preparation report to manually
update operating system settings.
11 Click Finish.
12 Reboot your system if requested to do so.

OpenLab CDS Workstation Plus Installation and Configuration 15

1 Prepare your PC
Run the System Preparation Tool

Reference of SPT Checks

Table 2 Checks and Setting updates by the System Preparation Tool

Name Workstation Client OpenLab Server AIC

Workstation Plus CM Services ECM XT
OLSS Server for
ECM 3.x

Mandatory

Check Minimum Memory

Check CPU

Check OS Compatibility

Check OS Version

Check OS Architecture (64 bit)

Check Screen Resolution

Check language compatibility for OpenLab

Network Availability - Verify active network

adapter

Ports Check

Programs and Features - Enable/deploy .NET

Framework 3.5

Programs and Features - Tcp Port Sharing And

Activation

Programs and Features - Windows

Communication Foundation Non-HTTP Activation

Programs and Features - .NET Framework 4.X

Advanced Services

Programs and Features - Telnet Client

Programs and Features - TFTP Client

System - Local Group Policy Requirements1

Power options - Disable Quick Start

System HTTP service

OpenLab CDS Workstation Plus Installation and Configuration 16

1 Prepare your PC
Run the System Preparation Tool

Table 2 Checks and Setting updates by the System Preparation Tool

Name Workstation Client OpenLab Server AIC

Workstation Plus CM Services ECM XT
OLSS Server for
ECM 3.x

Mandatory, manual

Windows Update - Apply pending updates

Windows Activation

System domain membership

Region - Change system locale

Indexing options: Disable indexing Options for all

drivers and locations

Recommended

System - Startup and Recovery Settings

System - Turn off system protection (restore

points) for all drives

Windows Update - Disable Windows Update

service

Personalization - Disable advertising info

Personalization - Combine Taskbar Buttons

Recommended, manual

File Explorer - Display Settings

Recycle Bin - Set Recycle Bin properties

System - Performance Settings

Privacy - Set privacy settings

Apps - Default browser

Personalization - Turn off show lockscreen

background picture

1 Local Group Policy Requirements for OpenLab: - Set "Hide entry points for Fast User Switching" to Enabled - Adds “Users” group to
“Access this computer from the network” setting

OpenLab CDS Workstation Plus Installation and Configuration 17

2 Install an OpenLab CDS Workstation with
Content Management

Installation Workflow Overview 19

Prepare for Installation 20
Run the OpenLab Installer 21
Silent Installation 31
Export Properties File 31
Run Installation 32
Parameters and Return Codes 33
Logging and Tracing 33
Install or Upgrade Driver Software 34
Register driver software with OpenLab CDS 35

This chapter describes the installation of the software.

OpenLab CDS Workstation Plus Installation and Configuration 18

2 Install an OpenLab CDS Workstation with Content Management
Installation Workflow Overview

Installation Workflow Overview

• Running the System Preparation Tool

before starting the installation is
Prepare recommended. Running it helps to
reduce or avoid reboots during the
• Check OpenLab CDS Requirements installation. See “Run the System
Guide for details Preparation Tool” on page 11.
• Run System Preparation Tool • If you plan scripted installations, see
“Silent Installation” on page 31.

• See “Install an OpenLab CDS

Workstation with Content
Install Management” on page 18
1. Run Installation wizard, • See “Post Installation Tasks” on
incl. software verification page 36
2. Post Installation: • See “Optional Procedures” on page 44
Set Account to Enable Automatic Printing
3. Optional:
Improve performance on offline machines

See “Licensing” on page 47

Get Licenses
1. Obtain licenses via SubscribeNet
2. Install your license

See “Configure OpenLab CDS Workstation

with Content Management” on page 55.
Configure All configuration tasks are performed in the
• Authentication administrative and management center of
• Projects, incl. audit trail settings OpenLab, the Control Panel.
• Instruments For more details, refer to the Control Panel
section in OpenLab Help & Learning.

OpenLab CDS Workstation Plus Installation and Configuration 19

2 Install an OpenLab CDS Workstation with Content Management
Prepare for Installation

Prepare for Installation

1 Make sure that the antivirus software is disabled during the installation.
2 Do not run the Windows Update Service during installation. Make sure that no
Windows updates are performed during the installation.
3 Make sure that no system reboot is pending.
Pending reboots are indicated in the System Preparation Tool (see “Run the
System Preparation Tool” on page 11).

OpenLab CDS Workstation Plus Installation and Configuration 20

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

Run the OpenLab Installer

This section describes a new installation of the software. For information on

upgrading an existing OpenLab CDS installation, see “Upgrade OpenLab CDS” on
page 94.
1 To open the installer, right-click the setup.exe file, and run it as administrator.

2 On the start screen, select OpenLab CDS, and click OK.

OpenLab CDS Workstation Plus Installation and Configuration 21

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

3 From the Installation tab, select Install/Upgrade.

4 License Agreement: Read and confirm Agilent terms and conditions.

OpenLab CDS Workstation Plus Installation and Configuration 22

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

5 Installation Type: Select Standalone Workstation.

6 Installation Folder: Provide an installation folder for OpenLab CDS. Do not use
the root folder of any drive.

OpenLab CDS Workstation Plus Installation and Configuration 23

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

7 Storage Type: Choose Content Management.

8 Content Management:
Content Management Storage Path: Provide a folder for the content and
archive files.
We recommend using a disk drive different from the one used for the main
installation. Do not use the root folder of any drive.
'Admin' user's password: Password to log in to the Control Panel as
administrator (user admin).
Content Management database user's password: Password to log in directly to
the database as administrator (user admin).

OpenLab CDS Workstation Plus Installation and Configuration 24

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

Make sure to document the two passwords at a secure location.

NOT E

9 Data Repository: Provide a password for Data Repository accounts. In case of

an upgrade the new password will reset an existing password.

Make sure to document the password at a secure location.

NOT E

OpenLab CDS Workstation Plus Installation and Configuration 25

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

The Data Repository is an internal storage infrastructure for diagnostic and

topology related information.
10 System Preparation: The installer shows the list of recommended settings for
the system. You may unselect items that you do not want to apply on the
system. Other mandatory settings will be applied automatically during
installation. For an overview of both mandatory and recommended settings,
see Table 2 on page 16.
Click Next to proceed to the Review page. The settings will be applied as part
of the installation.

OpenLab CDS Workstation Plus Installation and Configuration 26

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

11 Review: All components (with their version numbers) that will be installed, and
all settings that will be applied are listed here.
• To save a properties file for a future silent installation (see “Silent
Installation” on page 31), click Save to config File.
• To start the installation, click Install.

OpenLab CDS Workstation Plus Installation and Configuration 27

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

12 If there are still manual actions required before installation, a warning is

shown.

Options to proceed
• Recommended: Click Open SPT Report to view instructions to complete
these actions. After completing the operations, click Resume Installation.
• Cancel Installation: Installation is aborted. Make necessary updates and
restart installation.
• Resume Installation: The dialog is closed, and installation continues with
the installation of the CDS components even if a setting was not applied,
or the Operating System does not meet requirements.

13 Install: After the installation has completed, click Next.

OpenLab CDS Workstation Plus Installation and Configuration 28

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

14 Configure: Configuration tools run in the background to configure Content

Management. This takes about 10 min. When finished, click Next.

In case of registration problems, a potential conflict may be a blocked firewall

port. For example, check if port 80 is open. If it is blocked by the World Wide
Web Publishing service, stop this service.

OpenLab CDS Workstation Plus Installation and Configuration 29

2 Install an OpenLab CDS Workstation with Content Management
Run the OpenLab Installer

15 Finish:
• To view the report of the applied Windows settings, click the link under
System Preparation. If you still need to apply settings manually, a warning
will be displayed. You will find details in the linked report.
• 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.

16 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 34.

1 To start the tool separately at a later point in time, select Start > Agilent Technologies > Software
Verification Tool.

OpenLab CDS Workstation Plus Installation and Configuration 30

2 Install an OpenLab CDS Workstation with Content Management
Silent Installation

Silent Installation

OpenLab CDS supports a command-line mode for installation, also referred to as

silent installation. This mode supports installation, upgrade, 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.
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 Plus Installation and Configuration 31

2 Install an OpenLab CDS Workstation with Content Management
Silent Installation

Run Installation
Prerequisites • You have prepared a properties file for silent installation. See “Export
Properties File” on page 31.
• .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.

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 Plus Installation and Configuration 32

2 Install an OpenLab CDS Workstation with Content Management
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.
• -uninstall
Uninstall the currently installed CDS.

Return Codes
After installation, uninstallation, or upgrade in the command-line mode, the
system will return a number code which is explained below.
Table 3 Return codes

Error/return code Return value

Success. You can see all of the information in the 0

log file.

Reboot required. After reboot you need to 3010

execute installation command again. 1641
350

Failure. Verify against the log file to see what any other number
failed.

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 Plus Installation and Configuration 33

2 Install an OpenLab CDS Workstation with Content Management
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 Requirements and
Supported Instruments Instrument Controllers, Clients, or Workstations guide
(CDS_Requirements.pdf).
• 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 packages can be found on the installation media under
Setup\Packages\Add-Ons.
The latest Agilent drivers are available in SubscribeNet. To manage software
entitlements and download software, log in to SubscribeNet by pasting this link in
your browser: http://agilent.subscribenet.com. In the Product List, select
OpenLab Software > OpenLab Agilent Instrument Drivers.

Install or upgrade add-on driver software

1 Run the driver 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 35.
The OpenLab Configuration tool 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 Plus Installation and Configuration 34

2 Install an OpenLab CDS Workstation with Content Management
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 localhost as a server hostname.

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.
A Registration Results dialog will be shown.
7 Reboot the PC.

OpenLab CDS Workstation Plus Installation and Configuration 35

3 Post Installation Tasks

Run a Software Verification after Software Installation 37

Create Account for Network Access and Printing 38
Set up the domain user account 38
Enable automatic printing 40
Configure the Antivirus Program 41

This chapter describes tasks that are relevant after finishing the installation.

OpenLab CDS Workstation Plus Installation and Configuration 36

3 Post Installation Tasks
Run a Software Verification after Software Installation

Run a Software Verification after Software

Installation

The Software Verification Tool (SVT) provides documentary evidence that your
system has been built and installed correctly, and that all design specifications
have been met. You do not need to run the software verification again if it has run
successfully at the end of the installation.
1 Using your Windows operating system, go to Start > All Programs > Agilent
Technologies > Software Verification Tool.
2 Select the components to qualify.
3 Select Qualify.
The system will run the application and generate a Software Verification
Report. Reports are automatically saved to C:\SVReports.
4 If the report indicates failure, verify the computer requirements and reinstall
the data system.
Do not use the system until the Software Verification Report gives a ‘pass’
result.

OpenLab CDS Workstation Plus Installation and Configuration 37

3 Post Installation Tasks
Create Account for Network Access and Printing

Create Account for Network Access and Printing

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 or Running. If not, right-click and select Start.
3 Right-click Agilent OpenLab Instrument Service and select Properties.

OpenLab CDS Workstation Plus Installation and Configuration 38

3 Post Installation Tasks
Create Account for Network Access and Printing

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 Plus Installation and Configuration 39

3 Post Installation Tasks
Create Account for Network Access and Printing

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.

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.

Prerequisites You have set up a domain user account (see “Set up the domain user account” on
page 38).

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 Plus Installation and Configuration 40

3 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 Workstation Requirements and Supported Instruments guide
(CDS_Requirements.pdf).
2 The following folders should be excluded from Antivirus scan. If you want to
have these folders scanned, you should do this while the system is not
acquiring or doing data Analysis as scanning may cause slowness and runs
to be aborted due to concurrent access to the same file by the AV program
and the CDS Application.
• [C:\]DsData\DsArchive
• [C:\]DsData\DsContent
• [C:\]DsData\DsIndex
• [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 If your version of Trend Micro has 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.

OpenLab CDS Workstation Plus Installation and Configuration 41

3 Post Installation Tasks
Configure the Antivirus Program

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.
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.
• OpenLab\Services\Distributed Transaction Coordinator Service\
Agilent.OpenLab.DistributedTransactionCoordinator.Rest.exe
• OpenLab Backup Utility\Monitoring Service\
Agilent.OpenLab.BackupRestore.BackupMonitoringService.exe
• OpenLab Backup Utility\Notification Service\
Agilent.OpenLab.BackupRestore.NotificationService.exe
• OpenLab Backup Utility\Task Status Cache Service\
Agilent.OpenLab.BackupRestore.TaskStatusCacheService.exe
• OpenLab\Services\Electronic Signature Service\
Agilent.OpenLab.ESignature.Rest.exe
• 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\
Agilent.OpenLab.DataAnalysis.Api.ApplicationService.exe
• OpenLab Data Analysis\Bin\Reporting\
Agilent.OpenLab.Reporting.RdlDescriptor.exe
• OpenLab Data Analysis\Bin\Reporting\
Agilent.OpenLab.Reporting.RdlDescriptorContextMenu.exe

OpenLab CDS Workstation Plus Installation and Configuration 42

3 Post Installation Tasks
Configure the Antivirus Program

• OpenLab Data Analysis\Bin\Reporting\

IntelligentReporting.RenderServiceHost.exe
• OpenLab Data Analysis\Bin\Reporting\TemplateDocumentation.exe
• OpenLab Platform\Data Repository\Data Repository\Base\BaseService\
Agilent.OpenLab.DR.BaseService.exe
• OpenLab Reverse Proxy Configuration Service\ConfigurationService\
Agilent.OpenLab.ReverseProxy.ConfigurationService.exe
• OpenLab Services\Distributed Transaction Coordinator Service\
RegistrationTool\Agilent.OpenLab.DataRepository.RegistrationTool.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
• Test Services\Agilent.TestServices.WebService.exe
• Test Services\Central Management Service\
Agilent.TestServices.Server.Main.exe
C:\Program Files (x86)\Agilent Technologies\...
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 Plus Installation and Configuration 43

4 Optional Procedures

Install OpenLab Help and Learning Only 45

Improve Performance on Offline Machines 46

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.

OpenLab CDS Workstation Plus Installation and Configuration 44

4 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 In the OpenLab CDS Installer, click Documentation.
4 Click Install OpenLab Help and Learning Only.
5 Select your language, and click Next.
6 Accept the terms on the License agreement page, and click Next.
7 On the welcome screen, click Next.
8 Review the installation directory. If desired, click Change... to specify a
different directory.
9 Click Install.
10 When the installation is complete, click Finish.
11 If you plan to use Internet Explorer to view the content, make the following
settings to ensure that OpenLab Help and Learning is opened without
showing a confirmation prompt. No configuration is required for Google
Chrome or Edge.
a In Internet Explorer, click Tools > Internet Options.
b Select the Advanced tab.
c Under Security, select Allow active content to run in files on My Computer.
d Confirm your settings.
e Reboot the computer to make the settings effective.
Without these settings, you will need to click Allow blocked content when
opening the help.
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 101).

OpenLab CDS Workstation Plus Installation and Configuration 45

4 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 or add 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 Plus 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.

OpenLab CDS Workstation Plus Installation and Configuration 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 to 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.

OpenLab CDS Workstation Plus Installation and Configuration 48

5 Licensing
About OpenLab CDS Licensing

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.

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 Plus Installation and Configuration 49

5 Licensing
Get a License

Get a License

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.

Prerequisites 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
NOT E license is installed, remove the license. A new license will need to be created in
SubscribeNet, downloaded, and installed.

If the network adapter that provides the MAC address used during license
NOT E 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 Plus 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 generates 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.

OpenLab CDS Workstation Plus Installation and Configuration 51

5 Licensing
Get a License

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.

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 contact information.
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:

OpenLab CDS Workstation Plus Installation and Configuration 52

5 Licensing
Get a License

• 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.
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 Plus 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.
A full restart is required in order for any license to have an immediate effect.
NOT E

OpenLab CDS Workstation Plus Installation and Configuration 54

6 Configure OpenLab CDS Workstation with
Content Management

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 Initial Project 62
Configure Initial Instrument 62
Other settings in the Control Panel 63

This chapter describes the initial configuration steps after installing the software.
All configuration tasks are performed in the Control Panel. For more details, refer
to the Control Panel section in OpenLab Help & Learning.

OpenLab CDS Workstation Plus Installation and Configuration 55

6 Configure OpenLab CDS Workstation with Content Management
Configure Authentication

Configure Authentication

OpenLab CDS supports the following authentication providers:

• 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.
After the installation, internal authentication is configured by default. If you want
to use internal authentication, nothing needs to be done. The following procedure
describes how to configure domain authentication instead.
1 Launch the Control Panel. Log in with the username admin and the password
you provided during installation.
2 Navigate to Administration.
3 In the navigation pane, select System Configuration.

4 In the ribbon, click Edit System Settings .

5 Select the authentication provider Windows Domain from the drop-down list,
then click Next.
Do not change the storage type.
NOT E

6 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.
7 Confirm your settings. When complete, the Control Panel will restart.

OpenLab CDS Workstation Plus Installation and Configuration 56

6 Configure OpenLab CDS Workstation with Content Management
Configure Security Policy

Configure Security Policy

If you need to comply with specific standards (for example, 21 CFR Part 11),
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 set the
inactivity time or enable single sign-on; 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.
4 Set the parameters as required, and confirm your changes.
Restart the Control Panel to apply your changes.
To meet 21 CFR Part 11 requirements, set the Password expiration period to 180
NOT E days or less. Do not change the other default values, they comply with 21 CFR
Part 11.

OpenLab CDS Workstation Plus Installation and Configuration 57

6 Configure OpenLab CDS Workstation with Content Management
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. When you set up a
customized role, it is therefore recommended starting from a lower role (that is,
with fewer privileges) and adding specific required privileges, rather than
removing privileges from a higher role.
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

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 Plus Installation and Configuration 58

6 Configure OpenLab CDS Workstation with Content Management
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 User.
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 to 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.
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

OpenLab CDS Workstation Plus Installation and Configuration 59

6 Configure OpenLab CDS Workstation with Content Management
Configure users, roles, and privileges

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 4 Description of role types

Role Type Description

Administrative privileges 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.

Instrument privileges 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.

Project privileges 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 Plus Installation and Configuration 60

6 Configure OpenLab CDS Workstation with Content Management
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 project:
1 Select the relevant project.
2 In the ribbon, click Edit Privileges.
3 In the Edit Privileges dialog, clear the Inherit privileges from parent check box.
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 Plus Installation and Configuration 61

6 Configure OpenLab CDS Workstation with Content Management
Configure Initial Project

Configure Initial Project

1 Launch the Control Panel and navigate to Projects.

2 Click Create in the ribbon to create a new 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.
To access the data from outside the OpenLab software, use the local FTP host
(ftp://localhost/).
For more details, refer to the Control Panel section in OpenLab Help & Learning.

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: 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.

OpenLab CDS Workstation Plus Installation and Configuration 62

6 Configure OpenLab CDS Workstation with Content Management
Other settings in the Control Panel

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
For more details, refer to the Control Panel section in OpenLab Help & Learning.

OpenLab CDS Workstation Plus Installation and Configuration 63

7 About the OpenLab CDS Software

Software Architecture 65
Components on a Workstation Plus 66
OpenLab Platform Services and Components 67
21 CFR Part 11 Compliance 68
Data Security 68
Data Integrity 68
Audit traceability 69
Customization 70
Customization via custom calculations 70
Customization via report templates 70
Customize application to start external programs 71
Export raw data and results 71

This chapter contains an overview of the basic software features.

OpenLab CDS Workstation Plus Installation and Configuration 64

7 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
On a Workstation Plus (with Content Management), all components are installed
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. The system supports up to four instrument connections.

Workstation

OpenLab CDS Workstation Plus Installation and Configuration 65

7 About the OpenLab CDS Software
Software Architecture

Components on a Workstation Plus

Workstation Plus

Acquisition Client Control Panel

Data Analysis Client OpenLab Platform

Instrument Server Content Management

Figure 2 Components on a Workstation Plus

Acquisition client Acquire raw data with a configured instrument.

Data Analysis Client Analyze acquired data.

Instrument Server Control connections to all configured

instruments.

Control Panel User interface to access Shared Services control

features.

OpenLab Platform Provides services and tools that run in the

background.

Content Management Secure storage for your analytical data.

OpenLab CDS Workstation Plus Installation and Configuration 66

7 About the OpenLab CDS Software
Software Architecture

OpenLab Platform Services and Components

The following services and components are installed as part of the OpenLab
Platform:
• Audit Trail Service
Service that encapsulates the retrieval and display of Audit Trail content.
Currently not used by OpenLab CDS.
• Certificate Service and Tool
Serves as a solution to secure network traffic in case commercial certificates
are not available. Installed and running, even though not used on a
Workstation.
• Data Collection Service and Agent
Service to collect system and topology related information in distributed
systems.
• Data Repository
Storage infrastructure to store diagnostic and topology related information.
• Shared Services
Set of services and tools that offer system configuration, security, application
configuration, licensing, logging, and notification capabilities.
• Data Analysis Service
Manages Data Analysis instances for improved performance.
• Distributed Transaction Coordinator Service
Handles transaction coordination between microservices. Ensures that all
connected actions succeed or fail as one unit.
• ECM XT Backup services
For systems with Content Management or ECM XT: Services to monitor the
backup on a schedule, send notifications, and customize the notification
process.
• Electronic Signature Service
Provides document signing as a service. To achieve this, ES is based on a
centralized storage of electronic signatures.
• Proxy Configuration Service
Provides access to OpenLab components to software applications through
an Apache reverse proxy.
• Test Services
Former QualA. Communicates with the Data Repository.

OpenLab CDS Workstation Plus Installation and Configuration 67

7 About the OpenLab CDS Software
21 CFR Part 11 Compliance

21 CFR Part 11 Compliance

To fulfill the FDA rules and guidelines for compliant electronic records and
computerized systems, it is important to understand the basic aspects of secure
data handling.
• Data security: physical protection of data by limiting access to the system and
preventing unauthorized access.
• Data integrity: protecting raw data and metadata and preventing these from
unauthorized modification, and linking raw data and results to reproduce the
original results at any time, for example, in an audit situation, and document
each new result copy.
• Audit traceability: documenting who did what to the results and when, and
tracing the user adding new reanalyzed versions to the original raw data.

Data Security
The Shared Services functionality related to security includes the following (see
“Control Panel” on page 73 for details):
• System Activity Log
• Selection of authentication provider
• Management of users, groups, roles, and privileges
• Security Policy

Data Integrity
OpenLab CDS stores data in a manner that ensures compliance with 21 CFR Part
11. It provides secure data storage with access control and an audit trail. Data
files are versioned to ensure data integrity and traceability. In addition, OpenLab
CDS provides electronic signatures allowing users to sign off on data.

OpenLab CDS Workstation Plus Installation and Configuration 68

7 About the OpenLab CDS Software
21 CFR Part 11 Compliance

Audit traceability
There are different types of audit trails:
• The sequence audit trail is a record of changes made to the sequence when
acquiring the data.
• The method audit trail provides a detailed list of modifications to a sample
preparation method, an acquisition method, or a processing method.
• The injection audit trail is the record of a single injection that lists all
modifications during the run and in Data Analysis.
• The result set audit trail is a superset of injection audit trails for all injections
that are contained in a sequence/result set.
The specific behavior of an audit trail depends on the project settings in the
Control Panel.

OpenLab CDS Workstation Plus Installation and Configuration 69

7 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 Calculation Editor 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 Plus Installation and Configuration 70

7 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 2.x raw data and peak results as netCDF format
(revision 3.4) according to AIA Chromatography Data Standard Specification
V1.0)
• ASR Export (OpenLab CDS 2.x raw data as an ASR (Analytical Studio
Reviewer) file format)
• OpenLab CDS 2.x raw data export (native .dx files for ACE)
• CSV export (OpenLab CDS 2.x raw data as comma separated values in .csv
file format)
Other plug-ins such as the Allotrope Data Format (ADF) plug-in are available via
SubscribeNet.

OpenLab CDS Workstation Plus Installation and Configuration 71

8 System Setup and Maintenance

Control Panel 73
Instrument Management / Lab Status at a Glance 73
License Management 74
System Activity Log 75
Diagnostics 76
Administrative Reports 76
Authentication Provider 77
Security Policy 77
User Management 77
Shared Services Maintenance 78
Backup and Restore Procedures 79
Important Information about Backup and Restore 79
Create a Disaster Recovery Plan 80
Backup OpenLab CDS 81
Restore OpenLab CDS 81
Routine Maintenance 93

This chapter contains information on the Control Panel and Shared Services
Maintenance. In addition, it describes various maintenance procedures.

OpenLab CDS Workstation Plus Installation and Configuration 72

8 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.
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

OpenLab CDS Workstation Plus Installation and Configuration 73

8 System Setup and Maintenance
Control Panel

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.
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

OpenLab CDS Workstation Plus Installation and Configuration 74

8 System Setup and Maintenance
Control Panel

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
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.

OpenLab CDS Workstation Plus Installation and Configuration 75

8 System Setup and Maintenance
Control Panel

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.

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.

OpenLab CDS Workstation Plus Installation and Configuration 76

8 System Setup and Maintenance
Control Panel

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 OpenLab CDS. 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 Plus Installation and Configuration 77

8 System Setup and Maintenance
Shared Services Maintenance

Shared Services Maintenance

The Shared Services Maintenance program is automatically installed with your

OpenLab software to help administrators manage the system.
To open the utility, select Start > Agilent Technologies > Shared Services
Maintenance. A user must have Windows administrator rights to access this
utility.
Windows In this utility, the Windows Domain tab is relevant if you use windows domain
Domain tab 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.
Server Settings The Server Settings tab can be used to manage different server connections. In a
tab workstation configuration, there is typically only the connection to the local
machine.
Backup and The settings on this tab do not apply to a workstation with Content Management.
Restore tab

OpenLab CDS Workstation Plus Installation and Configuration 78

8 System Setup and Maintenance
Backup and Restore Procedures

Backup and Restore Procedures

Important Information about Backup and Restore

The Backup and Restore Utilities are tools that make it easy to back up and
restore your OpenLab CDS Workstation Plus. Agilent recommends using the
Backup and Restore utilities whenever possible. These backups are the only way
to restore a Workstation Plus if a hardware or software failure occurs.
It is also recommended that the restore procedures are tested to ensure that the
backups are performed properly, and can be used for a restore. To do an
effective restore, a disaster recovery plan must be created. See “Create a Disaster
Recovery Plan” on page 80.

The backup only reduces the amount of data loss if a catastrophic system failure
occurs. Performing backups guarantees that any data that was committed at the
time of the backup can be restored. Data that was queued for upload and not yet
committed or was added or updated in the system after the backup was
performed will not be recoverable by restoring a backup.
Workstation Plus stores files and indexes on your local file system. The location
of this folder is determined when the product is installed. Other data, such as
folder information, audit trails, and signatures are stored in a database.
A full backup captures a complete set of data, including database and files. An
incremental backup contains changes that have occurred since the last full
backup. The incremental backup process is faster than the full backup because
only the changed elements are backed up.
If you are upgrading OpenLab CDS Workstation Plus, perform the following
procedures on your machine after the upgrade. The restore procedure will
restore only committed data captured by the successful backup procedure.

OpenLab CDS Workstation Plus Installation and Configuration 79

8 System Setup and Maintenance
Backup and Restore Procedures

Create a Disaster Recovery Plan

Prepare a recovery plan for the unlikely case that OpenLab CDS becomes
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 - if necessary, to a physically different machine. Ensure 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
• If applicable, usernames and passwords for the database
• Software information: OS version, Patch level.
• Installation parameters:
• Installation folder
• Installation log file
• Content Management content folder
• Content Management indexes folder
• Shared Services language
• Shared Services database name
• Installed licenses
• Registered applications
• 3rd party software information: applications and their revisions and install
paths.
• Backup procedures (see “Backup OpenLab CDS” on page 81).
• Backup media location and organization details.
• Restore procedures (see “Restore OpenLab CDS” on page 89).

OpenLab CDS Workstation Plus Installation and Configuration 80

8 System Setup and Maintenance
Backup and Restore Procedures

Backup OpenLab CDS

Use the Backup Utility to perform immediate or scheduled backups for supported
topologies. The backup captures a complete set of data, including:
• Configuration file
• Databases for Shared Services, Content Management, and Data Repository
• Solr Indexes
• Content and Archive storage locations
• Alfresco cache
• Certificate server

Space required
The free space required for the backup procedure depends on different factors,
including the system configuration, backup location, and database backup size.
In the most resource-intensive case, free space should be twice as much space
as is stored on-perm (local or network share) or bigger in the most demanding
case. This is needed to avoid rewriting a previous successful backup with a
backup that finished in the middle for any reason.

Configure an Incremental Backup for PostgreSQL

Cumulative incremental backup is a process that saves data files and objects
that have been modified since the last full backup. It is a data backup technique
that only updates modified data rather than the complete data.
PostgreSQL doesn't have such a tool that performs incremental backup but has
an incremental backup strategy (Continuous Archiving). With Continuous
Archiving enabled, PostgreSQL records every change made to the database's
data files in a log (process called Write Ahead Log). You can combine a
file-system-level backup with a backup of the WAL files.
To recover successfully using Continuous Archiving (also called online backup by
many database vendors), you need a continuous sequence of archived WAL files
that extends back at least as far as the start time of your backup. So to start, set
up and test your procedure for archiving WAL files before you make your first
base backup.

OpenLab CDS Workstation Plus Installation and Configuration 81

8 System Setup and Maintenance
Backup and Restore Procedures

To enable Continuous Archiving, you need to edit the relevant postgresql.conf

files:
• Set the wal_level configuration parameter to replica or higher (by default it has
a replica value)
• Set archive_mode to on, and specify the shell command to use in the
archive_command configuration parameter
• Set 0 for the archive_timeout configuration parameter
Paths in the examples are based on a default installation of the OpenLab CDS
NOT E WorkStation Plus.

1 Stop the olcm-postgresql-x64-11 and the postgresql-x64-11-dr services.

2 Edit the postgresql.conf files under the following folders:
• For Content Management:
C:\ProgramData\Agilent\PostgreSqlData-11-OLCM\
• For Data Repository:
C:\ProgramData\Agilent Technologies\OpenLab Platform\Data
Repository\postgresql\11\data\

3 Remove the # in front of the following lines:

wal_level = replica
archive_mode = on
archive_timeout = 0

4 Edit the archive_command:

• For Content Management:
archive_command = 'IF exist "C:\\ProgramData\\Agilent\\
Backup\\PgWalArchives\\System" (copy "%p" "C:\\
ProgramData\\Agilent\\Backup\\PgWalArchives\\System\\
%f" ) ELSE (mkdir "C:\\ProgramData\\Agilent\\Backup\\
PgWalArchives\\System" && copy "%p" "C:\\ProgramData\\
Agilent\\Backup\\PgWalArchives\\System\\%f")'

• For Data Repository:

archive_command = 'IF exist "C:\\ProgramData\\Agilent\\
Backup\\PgWalArchives\\DR" (copy "%p" "C:\\ProgramData\
\Agilent\\Backup\\PgWalArchives\\DR\\

OpenLab CDS Workstation Plus Installation and Configuration 82

8 System Setup and Maintenance
Backup and Restore Procedures

%f" ) ELSE (mkdir "C:\\ProgramData\\Agilent\\Backup\\

PgWalArchives\\DR" && copy "%p" "C:\\ProgramData\\
Agilent\\Backup\\PgWalArchives\\DR\\%f")'

%p is replaced by the path name of the file to archive, while %f is replaced by

only the file name. The path name is relative to the current working directory.
Use %% if you need to embed an actual % character in the command.

5 Save the postgresql.conf files.

6 Start the olcm-postgresql-x64-11 and the postgresql-x64-11-dr services.

OpenLab CDS Workstation Plus Installation and Configuration 83

8 System Setup and Maintenance
Backup and Restore Procedures

Use the Backup Utility

Prerequisites System administrator privileges are required to run and execute the Backup
Utility.

Anti-virus scanning during backup can prevent successful completion of the

C AUTI ON backup. Make sure that the backup location is excluded for both
regular/scheduled scans and real-time protection. If the backup location
cannot be excluded from real-time protection and real-time protection cannot
be turned off, it is possible the final backup tasks might not finish
successfully.
If you have an anti-virus running during backup, you can verify that the backup
finished successfully with these steps:
 After the backup completes, check that the backup location contains only
"Current" (or "Current" and "Incremental") sub-folder(s).
 Check that the log file corresponding to the backup time contains an entry
stating "The backup has completed" at the end. Backup logs are placed in
the "C:\ProgramData\Agilent\LogFiles\Backup" folder.

1 Start Backup Utility from Start > Agilent Technologies > Backup Utility. If a
request for User Account Control access appears, click Yes.
The Status page displays the date and time of the latest successful backup.
If a backup is scheduled, the page displays the current backup status and the
next backup start date and time.
If a backup is currently running, the status shows Running. If a scheduled
backup has failed, the status shows Failed.
The Last successful backup shows the date/time when the latest successful
backup was taken, and its location. The link points to the backup location. It
will contain information right after the first successful backup.

2 On the Backup option page, select one of the following options:

• Set backup schedule
Use this option as part of an automatic backup procedure. Scheduling
automatic backups is recommended.

OpenLab CDS Workstation Plus Installation and Configuration 84

8 System Setup and Maintenance
Backup and Restore Procedures

• Backup now
Back up will start immediately.
There is no impact on a scheduled backup.
This option can be helpful for checking the correctness of the backup
settings, how much disc space and how much time a single backup
requires. In addition, this option can be a part of the testing of the whole
recovery procedure.

3 On the Configure page, configure your backup settings.

For backup schedule

• Enable the backup schedule. To disable automatic backups during
maintenance periods, clear the Enable backup schedule check box.
Clearing the Enable backup schedule check box turns the scheduled
backup off. Be sure to enable the scheduled backups again when
maintenance is completed.
• Provide the backup type:
• Hot backup: System remains operational during backup.
• Cold backup: Requires stop of all OpenLab CDS operations. The Backup
Utility does this automatically.
• Provide the schedule settings. The schedule time uses a 24-hour format.
• Select Incremental Backup to enable incremental backups. Enter the time
and days for incremental backups. When full and incremental backups are
scheduled on the same day, the full backup will be performed. Incremental
backups require at least one full backup performed first.
In order to use Incremental Backup, prostgreSQL needs a manual
configuration. See “Configure an Incremental Backup for PostgreSQL” on
page 81

For backup now:

• Provide the backup type:
• Hot backup: System remains operational during backup.
• Cold backup: Requires stop of all OpenLab CDS operations. The Backup
Utility does this automatically.

OpenLab CDS Workstation Plus Installation and Configuration 85

8 System Setup and Maintenance
Backup and Restore Procedures

4 On the Backup location page, provide a path to the local file system.Network
drive is not supported.
The backup can be configured to a folder without permissions for the current
Windows user. The backup executes from the System user, which allows
archive of a successful backup. In this case of scheduled backup, the backup
will be executed, but the current Windows user will not be able to view the
results without the appropriate privileges.

5 If you scheduled a backup: On the Notifications page, enable and set up

backup notifications.
Use a From address that is configured in the Control Panel. For information on
how to set up email addresses, see the Control Panel online help.
Use a comma to separate multiple To addresses. Each address can be
represented in long-form (name and email) or in short-form (only email).
Under Subject starts with, specify a prefix in the notification e-mail subject.
Use Send test message to ensure that the notification settings are correct.

6 On the Review page: Review your settings, and click Apply to start the backup
or save the backup schedule.
Progress is tracked on the Processing page.

7 When backup is complete, click Done.

Backup folders are created in the location specified when you run the Backup
utility.

In the event of a failed backup, the partial backup is saved in a Temp folder in
your backup location.

OpenLab CDS Workstation Plus Installation and Configuration 86

8 System Setup and Maintenance
Backup and Restore Procedures

Backup verification
The backup verification step verifies the backed-up data after the completion of
the backup procedure. This step generates two reports. Both reports are located
in the Verification sub folder.
• VerificationReport.xml - This file contains the technical information about the
backed-up entities such as files, their hashes, databases' entities, and so on.
In case of restoration, this report will be used for comparison of the files and
databases' entities.
• VerificationReport.html - This report contains information about backup,
number of verified files, information about failed file verification, and database
entity verification results in a human-readable view.
The verification step checks that main entities (files, database entities) are
backed up properly. The number of files for verification is specified in the
configuration file after backup configuration (10 % by default). Files will be
verified and included in the report after the backup procedure. In case of
restoration, all entities which have been included in the report will be verified. Any
entity (or its version) modified after the backup start time will not be included in
the reports and will not be verified during the restoration procedure.

Verification Logic
For the verification, the following logic is used:
• The Backup Utility first counts all files in Content Management and randomly
takes 10 % of the amount of the files. The taken percent of the files for the
verification is always rounded up, for example, for 3 files 10% is 0.3, and this
value rounded to 1. It is useful for a small number of files in Content
Management, the tool guarantees that at least 1 file will be verified.
• Then the utility takes a random version of the file for each of the chosen files.
For example, if a file in Content Management has three revisions (1.0, 2.0, and
3.0), the utility will randomly take one of them.
• The Verify procedure compares the checksum and size of backed up files
with file information from Content Management. If the checksums are equal,
the verification is passed. Otherwise, the verification is failed.

OpenLab CDS Workstation Plus Installation and Configuration 87

8 System Setup and Maintenance
Backup and Restore Procedures

By default, the percentage of the verified files is set to 10. The percentage of files
verified can be modified by changing the PercentFilesVerification property in the
Backup section of the configuration.xml file, located in the %ProgramData%\
Agilent\Installation folder. Only a user with System Administrator privileges can
update this file. Acceptable values are in the range from 1 to 100. Negative,
fractional, and values above 100 are not accepted.
A new value will be applied during a backup; for Backup now at the Processing
Page before the first step, for Backup by schedule when a backup is started.

Troubleshooting
The Backup Utility collects logs in the %ProgramData%\Agilent\LogFilesBackup
folder. During the backup procedure, all steps are checked, and the procedure will
stop on the first failed step. A link with the failed step opens the current backup
log file to help identify the issue. In case of a failed backup, the partial backup is
stored in a Temp folder in the backup location.

OpenLab CDS Workstation Plus Installation and Configuration 88

8 System Setup and Maintenance
Backup and Restore Procedures

Restore OpenLab CDS

Use the Restore Utility to restore your Workstation Plus from an existing backup
if it becomes inoperable due to a hardware or software failure.
The Restore Utility can restore a system from cold and hot backups created with
NOT E the Backup Utility. The Restore Utility can be run on systems with OpenLab CDS
installed or on clean systems.

The restore procedure will restore only committed data captured by the
successful backup procedure. Any data that was created or updated after the
backup was performed are not recovered by restoring a backup. Re-configuration
and restore procedure from AWS S3 backup location are not supported for
Workstation Plus

Restore Utility is not installed by the OpenLab CDS Workstation Plus package.
You have two options when using it:
• Run without installation, directly from the installation media. Find it in the
directory Setup\Tools\RestoreTool and launch RestoreUtility.exe.
• Install the Restore Utility: Find it in the installation media in the directory
Setup\OpenLab Restore Utility and launch RestoreTool.msi

OpenLab CDS Workstation Plus Installation and Configuration 89

8 System Setup and Maintenance
Backup and Restore Procedures

Restore on an existing OpenLab System

Use the following procedure to restore to an existing OpenLab CDS Workstation
Plus system. If you are upgrading your Workstation Plus, perform the following
procedure on your machine after the upgrade.

Prerequisites • You must have System Administrator privileges to run and execute the
Restore Utility.
• To successfully access the folder with the backup, the application must be
launched by a user with reading rights in this folder.

OpenLab CDS Workstation Plus should not be operational during the restore
process.
1 Make sure that any instruments or other parts of the system are not using the
system during the restore process.
2 From the OpenLab CDS installation media, go to Setup > Tools > RestoreTool
and launch RestoreUtility.exe.
For information on how to download and unzip your software installation
media, see the Workstation Plus Installation and Configuration guide
(CDS_WorkstationPlusGuide.pdf).
3 Select File system as the Backup Location. AWS S3 backup location is not
supported for Workstation Plus.
Restore and Verify is selected by default. For normal recovery, select Restore
only.
Click Next.
4 On the Review page, review the settings and click Apply.
The restore procedure progress is tracked on the Processing page.
5 When the restore procedure is complete, click Done.
If you selected Restore and Verify you will see all normal steps plus the
verification step. You can open a report by clicking Done.

Verification
When restoring to an existing installation, you can verify the restoration was
performed correctly. Verification reports are saved at C:\ProgramData\Agilent\
Restore\Verification.
The Restore Utility collects logs in the %ProgramData%\Agilent\LogFiles\Restore
folder.

OpenLab CDS Workstation Plus Installation and Configuration 90

8 System Setup and Maintenance
Backup and Restore Procedures

During the restore procedure, validations on each page prevent possible errors,
such as incorrect credentials, no access to content and archive locations,
incorrect formats, and other common configuration issues. The procedure will
stop on the first failed step. A link with the failed step opens the current restore
log file to help identify the issues.

Restore on a clean machine

If you want to restore to a system that never had OpenLab CDS Workstation Plus
installed, use the following procedure.
1 From the OpenLab CDS installation media, go to Setup > Tools > RestoreTool
and launch RestoreUtility.exe.
For information on how to download and unzip your software installation
media, see the Workstation Plus Installation and Configuration guide
(CDS_WorkstationPlusGuide.pdf).
2 Select File system as the Backup Location. AWS S3 backup location is not
supported for Workstation Plus.
3 Restore only is selected by default.
When restoring to a machine where OpenLab CDS is not installed, verification is
NOT E not available.

Click Next.
4 On the Review page, review the settings and click Apply.
The restore procedure progress is tracked on the Processing page.
5 After the restore, you can run Restore Utility with the option Verify only to
check data and get a verification report.
6 After a successful restore procedure, proceed with standard installation of
OpenLab CDS. All the values reviewed and configured during restore
procedure will be automatically captured during the installation and should
not be changed during the process.

OpenLab CDS Workstation Plus Installation and Configuration 91

8 System Setup and Maintenance
Backup and Restore Procedures

Troubleshooting the restore procedure

The Restore Utility collects logs in the %ProgramData%\Agilent\LogFiles\Restore
folder. During the restore procedure, all steps are checked and the whole restore
procedure stops on the first failed step. A link with the failed step opens the
current restore log file to help identify the root cause of the problem.There are
validations on each page during restore configuration to prevent possible errors
with incorrect credentials, no access to content and archive locations, incorrect
format, and other common configuration issues.

OpenLab CDS Workstation Plus Installation and Configuration 92

8 System Setup and Maintenance
Routine Maintenance

Routine Maintenance

Routine maintenance procedures should be carried out on a regular basis. They

are related to the Content Management database, the OLShared Services, and
the DataRepository databases. They are also provided by OpenLab Server.
Please refer to the Agilent OpenLab Server and OpenLab ECM XT Administration
Guide (ECM_XT_AdministrationGuide.pdf) for more information on the following
topics:
• Monitor resource usage
• Update database statistics
• Additional best practices

OpenLab CDS Workstation Plus Installation and Configuration 93

9 Upgrade OpenLab CDS

License Upgrade 95
Get Upgraded License File 95
Add Upgraded License File to the System 96
Upgrade OpenLab CDS Workstation to Latest Version 97

This chapter describes the upgrade of the software.

OpenLab CDS Workstation Plus Installation and Configuration 94

9 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 licenses.

OpenLab CDS Workstation Plus Installation and Configuration 95

9 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 113). 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 96.
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 Select a license, then 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.
A full restart is required in order for any license to have an immediate effect.
NOT E

OpenLab CDS Workstation Plus Installation and Configuration 96

9 Upgrade OpenLab CDS
Upgrade OpenLab CDS Workstation to Latest Version

Upgrade OpenLab CDS Workstation to Latest

Version

You can upgrade an OpenLab CDS standalone workstation to the latest version
using the OpenLab CDS Installation Wizard. A direct upgrade is supported from
OpenLab CDS rev. 2.3 or higher.

Uninstallation of ADFExport for OpenLab 1.2 after an upgrade may cause the
C AUTI ON Data Analysis application to fail to start
Rev. 1.2 of ADFExport for OpenLab is not compatible to OpenLab CDS 2.6 or
higher. Uninstallation of ADFExport for OpenLab 1.2 after an upgrade (e.g.
during its own upgrade) may remove vital files from OpenLab CDS. This may
cause the Data Analysis application to fail to start. Automated processing and
data analysis during acquisition may fail. A re-installation of OpenLab CDS
might become necessary.
 If Rev. 1.2 of ADFExport for OpenLab is installed with your OpenLab CDS
version, uninstall it before upgrading to OpenLab CDS to Rev. 2.6, or
upgrade to the next revision of ADFExport for OpenLab.

1 Run the setup.exe file from the installation media 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 In the License Agreement screen, read and confirm Agilent terms and
conditions. Click Next.
6 In the Server Information screen, click Connect. If your previous installation
required user authentication, provide the OpenLab Control Panel login
credentials of an administrator. Click Next.
7 In the Data Repository screen, provide a password for Data Repository
accounts. The new password will reset an existing password. Click Next.
Make sure to document the password at a secure location.
NOT E

OpenLab CDS Workstation Plus Installation and Configuration 97

9 Upgrade OpenLab CDS
Upgrade OpenLab CDS Workstation to Latest Version

8 In the System Preparation screen, the upgrade wizard shows the list of
recommended settings for the system. You may unselect items that you do
not want to apply on the system. Other mandatory settings will be applied
automatically during the upgrade. For an overview of both mandatory and
recommended settings, see Table 2 on page 16.
Click Next to proceed to the Review page. The settings will be applied as part
of the installation.
9 In the Review screen, click Upgrade to start the upgrade.
10 If there are still manual actions required before installation, a warning is
shown.

Options to proceed
• Recommended: Click Open SPT Report to view instructions to complete
these actions. After completing the operations, click Resume Installation.
• Cancel Installation: Installation is aborted. Make necessary updates and
restart installation.
• Resume Installation: The dialog is closed, and installation continues with
the installation of the CDS components even if a setting was not applied,
or the Operating System does not meet requirements.
11 In the Configure screen, click Next.
12 On the Finish page, click Run Software Verification.
13 On the Finish page, keep the Reboot check box selected, and click Finish.
14 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 2.6.
For more information on driver upgrades, see “Install or Upgrade Driver
Software” on page 34.
It is recommended that you reconfigure the instrument in the Control Panel.
After the upgrade completes, the Activity Log Index will be rebuilt. The time
NOT E required to rebuild the index depends on the number of Activity Log records. It
and can take up to a few hours. During this interim period, Activity Log searches
in the application provide a user-friendly message about indexing.

OpenLab CDS Workstation Plus Installation and Configuration 98

10 Uninstall OpenLab CDS With All of its
Components

Uninstall OpenLab CDS 100

Uninstall OpenLab Help and Learning Only 101
Troubleshooting Tips 102

This chapter describes the uninstallation of the software.

OpenLab CDS Workstation Plus Installation and Configuration 99

10 Uninstall OpenLab CDS With All of its Components
Uninstall OpenLab CDS

Uninstall OpenLab CDS

1 Log in as an administrator.
2 In the Windows Settings, open Apps > Apps and features.
3 Select Agilent OpenLab CDS, and confirm uninstallation.

The OpenLab CDS Uninstallation Wizard opens1. In the wizard, click Uninstall,
and follow the wizard.
4 In the Windows Settings under Apps > Apps and features, continue the
uninstallation by removing the following features:
• Agilent Software Verification Tool
• PostgreSQL - OLCM
When uninstalling PostgreSQL, a warning will be shown that the data
directory has not been removed. If you want to remove it, manually delete
the folder that you defined during installation (for example, C:\DSData).
• Instrument drivers
Drivers installed by OpenLab CDS are uninstalled automatically. If you
installed other drivers, uninstall them manually.
5 Reboot.

1 The Uninstallation wizard can also be started from the Installation Wizard used to install the
software.

OpenLab CDS Workstation Plus Installation and Configuration 100

10 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 From the installation media, right-click the setup.exe file, and run it as
administrator.
2 On the start screen, select OpenLab CDS, and click OK.
3 On the Documentation page, select Install OpenLab Help and Learning Only.
The Agilent OpenLab CDS Help and Learning wizard opens.
4 Click Remove.
The wizard removes OpenLab Help and Learning from your system.
5 After completion of the uninstallation, click Finish to close the wizard.

OpenLab CDS Workstation Plus Installation and Configuration 101

10 Uninstall OpenLab CDS With All of its Components
Troubleshooting Tips

Troubleshooting Tips

Required Disk Space

For upgrading an OpenLab CDS application to revision 2.6, a minimum of 10 GB
of free disk in the C:\ drive is required, as all installed packages will be copied to
C:\ProgramData\Package Cache. If you copy the content of the USB to your
computer, you will need additional 10 GB of free disk space.

Failure due to low disk space

If there is insufficient free disk space, the installation fails midway, and the logs
indicate failure due to low disk space.

How to recover
If there is not enough space for installation, proceed as follows:
1 Uninstall the OpenLab CDS Application, and delete the content of C:\
ProgramData\Package Cache.
2 Run the installation of OpenLab CDS 2.6 again

OpenLab CDS Workstation Plus Installation and Configuration 102

11 Appendix

Privileges in the Control Panel 104

Project Privileges 104
Instrument Privileges 111
Administrative Privileges 112
Sales and Support Assistance 113

OpenLab CDS Workstation Plus Installation and Configuration 103

11 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 • Chemist
• System Administrator • Archivist
• Instrument Administrator • Content Management Approver
• Project Administrator • Content Management Contributor
• Project Content Deletion • Content Management Reader
• Instrument User • Content Management PDF Template
• Technician Manager
• Content Management Administrator

In the Control Panel under Administration > Roles, you can view or change the
associated privileges, or create your own roles.

Project Privileges
Table 5 Project Management

Name Description

Manage project or project group User can create or edit project properties and can
move the project but cannot view or edit the
project access settings.

Manage project or project group access User can view and edit the project access
settings.

View project or project group User can see a project and project details but
cannot edit.
Note: This privilege is required for all users.

Access content using web client User can view the data via the Content
Management web interface.

OpenLab CDS Workstation Plus Installation and Configuration 104

11 Appendix
Privileges in the Control Panel

Table 5 Project Management

Name Description

Edit content of project User can create new versions of documents (e.g.
data, methods, or templates).

Delete content of project If using OpenLab CDS with Content

Management:
• Required to move and delete project files or
folders (e.g. data, methods, or templates) via
the Content Management web interface.
• Required to delete templates and methods in
the Data Selection view of Data Analysis.
Note: To move or delete files and folders in the
Content Management database that are outside
of a project, this privilege is not sufficient; the
administrative privilege Manage security must be
granted!

Table 6 E-Signature

Name Description

E-Signature Sign Data Files User can sign data files

Revoke E-Signature User can revoke the e-signature.

Change method status User can change the status (Generic, Approved,
Obsoleted) of sample prep methods, acquisition
methods and processing methods.

Table 7 Sample Prep

Name Description

Create and modify sample prep View, edit, and save an autosampler sample prep
file

Use generic sample prep methods Use sample prep methods that have the status
Generic.

OpenLab CDS Workstation Plus Installation and Configuration 105

11 Appendix
Privileges in the Control Panel

Table 8 Acquisition Method

Name Description

Create and modify acquisition method Create, edit and save an acquisition method file
(*.amx)

Use generic acquisition methods Use acquisition methods that have the status
Generic.

Table 9 Processing Method

Name Description

Create processing method Create a new processing method (*.pmx), or

save a method under a new name.

Save master method Save changes to a processing method in the

Methods folder.

Save result set method Save changes to a processing method in the

result set folder.

Edit integration parameters View and edit the parameters in the Integration
Events section of a method.

Edit identification parameters View and edit the parameters in the

Compounds > Identification section of a method.

Edit chromatogram extraction parameters View and edit the parameters in the Extraction >
Chromatogram section of a method.

Edit spectrum extraction parameters View and edit the parameters in the Extraction >
Spectrum section of a method.

Edit MS library search parameters View and edit the parameters in the MS Library
Search > Properties section of a method.

Edit calibration parameters View and edit the parameters in the

Compounds > Calibration section of method.

Edit spectra parameters View and edit the parameters in the

Compounds > Spectra section of method.

Edit system suitability parameters View and edit the parameters in the
Compounds > System Suitability section of
method.

Edit custom calculation parameters View and edit the parameters in the Tools >
Custom Calculation section of a method.

Edit signal parameters View and edit the parameters in the General >
Signals section of a method.

OpenLab CDS Workstation Plus Installation and Configuration 106

11 Appendix
Privileges in the Control Panel

Table 9 Processing Method

Name Description

Edit sample purity parameters View and edit the parameters in the MS Sample
Purity section of a method.

Edit reporting parameters View and edit the parameters in the Reports >
Injection Report section of a method.

Edit general parameters View and edit the parameters in the General >
Properties section of a method.

Load older master method With Content Management, load an older version
of a master method.

Edit Post Processing Plugins parameters View and edit the parameters in the Post
Processing Plugins section of a method.

Use generic processing methods Use processing methods that have the status
Generic.

Table 10 Report Template

Privilege Description

Unlock/lock report template items Lock and unlock report template items (tables,
chromatograms, groups of items, ...) to control
who is allowed to modify those.

Validate report template Confirm usage of report templates that have

been modified outside OpenLab CDS.

Create report template Create and edit report templates in the Reporting
view.

Table 11 Sequence Template

Name Description

Create and modify sequence template Create, edit and save sequence creation
templates (*.stx).

OpenLab CDS Workstation Plus Installation and Configuration 107

11 Appendix
Privileges in the Control Panel

Table 12 Sequence

Name Description

Edit any users running sequence Edit any user's running sequence (status
Acquiring in the Run Queue).

Create and modify sequence Create, edit and save sequences (*.sqx)

Edit users own running sequences Edit your own running sequences (status
Acquiring in the Run Queue).

Edit method override parameters Override parameters in a predefined acquisition

method.

Table 13 Audit Trail

Name Description

Change method audit trail settings Edit and save method audit trail settings (project
properties in the Control Panel).

Review audit trail Confirm that you reviewed a changed audit trail.

Add manual audit trail entry Add a manual entry to document your own
actions in the audit trail.

Table 14 Control

Name Description

Abort any running sample Abort any running sequence or single run.

Manual control (in run) Access manual control functions while the
instrument is running.

Manual control (only when instrument idle) Access manual control functions while the
instrument is idle.

MS autotune and manual tuning Access all MS tune and maintenance

functionality, including manual tune, autotune,
and check tune.

MS autotune Perform MS autotune and check tune.

Delete any pending run Delete pending runs in the run queue submitted
by any user. No privilege is required for a user to
delete own pending runs

OpenLab CDS Workstation Plus Installation and Configuration 108

11 Appendix
Privileges in the Control Panel

Table 14 Control

Name Description

Reorder pending runs Reorder pending run queue items in the run
queue. Moving items around in the run queue.

Run priority sample Submit Priority single samples.

Table 15 Data Processing

Name Description

Create new result set Combine single samples or sequences from

different sources in a new, self-assembled result
set.

Disable/enable calibration points Disable or enable individual points of a

calibration curve.

Do manual compound identification Manually assign a compound to a peak.

Do manual chromatogram extraction Manually extract MS (TIC-SIM/TIC-SCAN)

chromatograms from your data.

Do manual integration Activate manual integration in the

Chromatograms window.

Do manual MS library search Manually search for matches in an MS library.

Do manual spectrum extraction Manually extract UV or MS spectra from your

data.

Integration Optimizer: Display peak results Show the retention time, area, and area % for
each integrated peak in the Integration
Optimizer.

Launch Custom Calculation Editor Start the Custom Calculation Editor from Data
Analysis.

Update master processing method Save changes from a result set method to the
corresponding master processing method in the
Methods folder.

Use Integration Optimizer Edit parameters for the integration optimizer,

step through the wizard, and use functions
offered by the wizard.

Reprocess data Reprocess injections or result sets.

Print results reports Create reports for your methods or results.

OpenLab CDS Workstation Plus Installation and Configuration 109

11 Appendix
Privileges in the Control Panel

Table 16 File and Folder Operations

Name Description

Delete report templates Delete report templates (*.rdl) in the Data

Selection view of Data Analysis (requires also the
Project Management > Delete content of project
privilege).

Delete sequence templates Delete sequence templates (*.stx) files in the

Data Selection view of Data Analysis (requires
also the Project Management > Delete content of
project privilege).

Delete methods Delete processing methods (*.pmx) or

acquisition methods (*.amx) in the Data Selection
view of Data Analysis (requires also the Project
Management > Delete content of project privilege).

Table 17 Data

Name Description

Export data Export data into an OpenLab archive (*.olax).

Import data Import data from OpenLab archives (*.olax) into

the OpenLab system.

Save reports to disk Save or export a report to a location on a disk or

network share.

Edit sample information Edit information in the Injection List window.

Table 18 Lock

Name Description

Lock Results Lock a result set to protect it from being

changed.

Unlock Results Unlock a locked result set.

Table 19 Custom Tools

Name Description

Access Custom Tools section Start external programs that were added to the
application via the customization tool

OpenLab CDS Workstation Plus Installation and Configuration 110

11 Appendix
Privileges in the Control Panel

Table 20 Snapshot

Name Description

Review snapshot results From Acquisition, open a currently running

sample in Data Analysis.

Instrument Privileges
Table 21 Instrument Management

Name Description

View instrument or location User can view and access a location in the tree,
but not edit access security, can view properties.

Manage Instrument or location User can create and move locations and edit
properties (name, description, etc).

Manage instrument or location access User can view and edit the location access
settings.

Run instrument User can start an instrument session.

Service instrument User can lock or unlock an instrument (to service

it).

OpenLab CDS Workstation Plus Installation and Configuration 111

11 Appendix
Privileges in the Control Panel

Administrative Privileges
Table 22 System Administration

Name Description

Manage printers Can add/remove printers and print server.

Edit activity log properties Can change the Activity log Settings in the
Control Panel (that is, can turn logging on for the
System Activity Log).

Create administrative reports Can create any of the system admin reports.

Manage system components Can install/remove components (applications).

Manage security Can change security settings and assign security

roles.
Can edit (add, change etc) users, groups and
roles.
In the Content Management web interface: Can
move and delete files and folders outside of a
project.
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.

Manage instrument controllers Can edit Instrument Controllers in the Control

Panel.

Unlock any locked UI Can log in to another user's locked session.

Table 23 Content Management

Name Description

Archive content User can archive the content of the Content

Management data repository.

Manage Templates View, create, update and delete PDF templates.

OpenLab CDS Workstation Plus Installation and Configuration 112

11 Appendix
Sales and Support Assistance

Sales and Support Assistance

Please check the following web site for your local sales and support contact:
https://www.agilent.com/en/support

Agilent Community
https://community.agilent.com/ To get answers to your questions, join over
10,000 users in the Agilent Community. Review curated support materials
organized by platform technology. Ask questions to industry colleagues and
collaborators. Get notifications on new videos, documents, tools, and webinars
relevant to your work.

OpenLab CDS Workstation Plus Installation and Configuration 113

In This Book

This document provides instructions for

installation, configuration, administration,
and maintenance of an OpenLab CDS
Workstation with Content Management
(OpenLab CDS Workstation Software Plus).

It includes information on the license

generation with SubscribeNet and operating
system configuration.

The manual describes the following:

• Install OpenLab CDS Workstation with
Content Management
• Generating and Downloading Your
Software License
• Configure OpenLab CDS Workstation with
Content Management
• Optional Procedures
• Customization
• About the OpenLab CDS software
• System Setup and Maintenance

www.agilent.com
Agilent Technologies Inc. 2015-2021
Edition: 04/2021
Document No: D0007073 Rev. A