ChromQuest 5.0 Chromatography Data System Administrator Guide Revision A

ChromQuest 5.0 Chromatography Data System Administrator Guide Revision A
ChromQuest 5.0
Chromatography Data System
Administrator Guide
CHROM-97251 Revision A
March 2008
© 2008 Thermo Fisher Scientific Inc. All rights reserved.
Surveyor is a registered trademark of Thermo Fisher Scientific in the United States. ChromQuest is a
trademark of Thermo Fisher Scientific in the United States.
Microsoft and Windows are registered trademarks of Microsoft Corporation in the United States and other
countries.
All other trademarks are the property of Thermo Fisher Scientific and its subsidiaries.
Thermo Fisher Scientific Inc. provides this document to its customers with a product purchase to use in the
product operation. This document is copyright protected and any reproduction of the whole or any part of this
document is strictly prohibited, except with the written authorization of Thermo Fisher Scientific Inc.
The contents of this document are subject to change without notice. All technical information in this
document is for reference purposes only. System configurations and specifications in this document supersede
all previous information received by the purchaser.
Thermo Fisher Scientific Inc. makes no representations that this document is complete, accurate or errorfree and assumes no responsibility and will not be liable for any errors, omissions, damage or loss that might
result from any use of this document, even if the information in the document is followed properly.
This document is not part of any sales contract between Thermo Fisher Scientific Inc. and a purchaser. This
document shall in no way govern or modify any Terms and Conditions of Sale, which Terms and Conditions of
Sale shall govern all conflicting information between the two documents.
Software Version: ChromQuest 5.0
For Research Use Only. Not regulated for medical or veterinary diagnostic use by U.S. Federal Drug
Administration or other competent authorities.
C
Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v
About This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Safety and Special Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vi
Contacting Us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vi
Thermo Scientific
Chapter 1
Managing ChromQuest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Environments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
System Administration Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Enterprise Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Enterprise Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
System Administration Wizards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Enabling the System Administration Functions . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Chapter 2
Specifying the Enterprise Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Specifying the Workstation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Selecting the Enterprise Machine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Changing the Status Update Interval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Displaying Warnings and Confirmations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Specifying the Enterprise Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Selecting the Instrument Control Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Enabling Instrument Login and Project Management . . . . . . . . . . . . . . . . . . 10
Specifying E-Mail Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
General Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Specifying Whether ChromQuest Saves All the Analysis Results . . . . . . . . . . 19
Specifying the Logging Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Specifying the Security Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Chapter 3
Setting Up E-Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Setting Up the E-Mail Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Setting Up Automatic Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Setting Up Specific Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Chapter 4
Using the System Administration Wizards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
System Administration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
User Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
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Contents
Instrument Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Project Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Creating a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Assigning New Users/Groups to a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Change a Project's Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Remove a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Chapter 5
Configuring Instruments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Configuring the Enterprise, Instruments, and Detectors . . . . . . . . . . . . . . . . . . 57
Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Item Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Enterprise Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Interface Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Configuring Instruments and Detectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Configuring Instruments in ChromQuest and ChromQuest SI. . . . . . . . . . . 66
Extracting an Instrument Configuration from a Data File . . . . . . . . . . . . . . . 69
Configuring a Generic System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Viewing Instrument Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Configuring Detectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Configuring Valves and External Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Verification of Analog Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Using Preview to Verify Analog Connections . . . . . . . . . . . . . . . . . . . . . . . . 85
Starting an Instrument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
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Preface
About This Guide
Welcome to ChromQuest 5.0. The ChromQuest™ chromatography data system is a member
of the Thermo Scientific family of LC data systems.
This ChromQuest Administrator Guide describes the administrative tasks that you must
perform after you install the ChromQuest data system.
For information on configuring a SpectraSYSTEM LC or a Surveyor™ Plus LC, refer to the
ChromQuest User Guide for the SpectraSystem LC or the ChromQuest User Guide for the
Surveyor LC, respectively.
The ChromQuest SI data system for single instruments does not provide security or project
management features.
Related Documentation
In addition to this guide, Thermo Fisher Scientific provides the following documents for the
ChromQuest and ChromQuest SI chromatography data systems:
• ChromQuest 5.0 Installation Guide
• ChromQuest 5.0 User Guide
• ChromQuest 5.0 Reference Guide
• ChromQuest 5.0 Quick Reference Guide
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Preface
Safety and Special Notices
Make sure you follow the precautionary statements presented in this guide. The safety and
other special notices appear in boxes.
Safety and special notices include the following:
IMPORTANT Highlights information necessary to prevent damage to software, loss of
data, or invalid test results; or might contain information that is critical for optimal
performance of the system.
Note Highlights information of general interest.
Tip Highlights helpful information that can make a task easier.
Contacting Us
There are several ways to contact Thermo Fisher Scientific for the information you need.
Y To contact Technical Support
Phone
Fax
E-mail
Knowledge base
800-685-9535
561-688-8736
[email protected]
www.thermokb.com
Find software updates and utilities to download at www.mssupport.thermo.com.
Y To contact Customer Service for ordering information
Phone
Fax
Web site
800-532-4752
561-688-8731
www.thermo.com/ms
Y To copy manuals from the Internet
Go to mssupport.thermo.com and click Customer Manuals in the left margin of the window.
Y To suggest changes to documentation or to Help
• Fill out a reader survey online at www.thermo.com/lcms-techpubs.
• Send an e-mail message to the Technical Publications Editor at
[email protected]
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Managing ChromQuest
You can install the ChromQuest enterprise in a variety of configurations to satisfy the needs
of the your individual company:
• Single stand-alone data system computer with instruments attached
• Multiple stand-alone data system computers on a network without a domain controller
(non-Windows® 2000/XP network)
• Data system computers on a Windows 2000/XP network using a domain controller
• Client/server mode with multiple networked ChromQuest interfaces and ChromQuest
clients.
To maximize the security and efficiency of the data system, system administration functions
are available for all configurations.
Contents
• Environments
• System Administration Functions
• Enabling the System Administration Functions
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Managing ChromQuest
Environments
Environments
When systems are networked using a Windows 2000/XP computer as a domain controller,
the Windows XP system administrator grants security privileges to users and groups for
resources that are shared on the network through the domain controller. The ChromQuest
system administrator then configures the Enterprise, configures instruments, defines projects,
and assigns users or groups access privileges to projects and instruments within the enterprise.
Project definition and editing, and assignment of user and group access and privileges are
accomplished using the System Administration Wizards. See Figure 1.
Figure 1.
ChromQuest Windows 2000/XP environments
Windows XP
system
administrator
ChromQuest
system
administrator
User wizard
Assign access to
instruments/locations
per user/group
Instrument wizard
Assign user/group access
per instrument/location
Define users
Define groups
Define Enterprise
Configure instruments
Define/edit projects
Project wizard
Assign user/group access
to projects
Set privilege levels
System Administration Functions
The System Administration function includes setting up or modifying the system enterprise
(locations and laboratories), and adding and configuring instruments. It also involves defining
the access privileges that laboratory personnel have to specific areas of the data system.
This section contains the following topics:
• Enterprise Configuration
• Enterprise Options
• System Administration Wizards
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1 Managing ChromQuest
System Administration Functions
Enterprise Configuration
The Enterprise consists of all the ChromQuest workstations, ChromQuest interfaces, and
ChromQuest clients in your network. After you install the ChromQuest chromatography
data system, configure the Enterprise that consists of the data system computers running
ChromQuest. Configuring the Enterprise and the workstation computers within the
Enterprise is described in detail in Chapter 5, “Configuring Instruments.” Figure 2 shows the
Main Menu window of the ChromQuest data system.
Note The ChromQuest SI data system controls a single instrument and does not provide
the system administration features described in this chapter.
Figure 2.
Main Menu window with a view of the Enterprise shortcut menu
Enterprise Options
Once you have successfully logged on to the Enterprise, you have access to setting the
workstation, Enterprise, general, and e-mail options.
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Managing ChromQuest
System Administration Functions
System Administration Wizards
There are three System Administration Wizards:
• The User Wizard
• The Instrument Wizard
• The Project Wizard
Administrating the Enterprise with these wizards is described in detail in Chapter 4, “Using
the System Administration Wizards.”
The User Wizard
With the User Wizard you can do the following:
• Assign Administration functions to a user or group, including System Administration and
Instrument Administration.
• Select instruments or locations available to a user or group.
• Add or delete users (only for non-domain workstations).
The Instrument Wizard
With the Instrument Wizard you can do the following:
• Assign users or groups to an instrument on the domain.
• Assign users or groups to a location on the domain, granting access to all instruments in
that location.
The Project Wizard
With the Project Wizard you can do the following:
• Define new projects or editing existing projects. A project is comprised of a name,
location, description, and defined locations for data, method, template, and sequence
files.
• Select users and groups for a project.
• Set project privileges for each user (access to command functions such as method
development or instrument control).
• Remove projects from active use.
System Administration capabilities can be assigned to as many users as required. The System
Administration function is set as part of the User Wizard.
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1 Managing ChromQuest
Enabling the System Administration Functions
Enabling the System Administration Functions
To access the System Administration functions from the Main Menu window, the login
security feature must be enabled.
Y To log in to the Enterprise
1. Choose Tools > Enterprise Login. Or, click the Enterprise Login or Logout icon on
the command toolbar. Figure 3 shows the Tools menu.
Figure 3.
View of the Tools menu
The Login dialog box appears. See Figure 4.
Figure 4.
Thermo Scientific
Login dialog box
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Managing ChromQuest
Enabling the System Administration Functions
2. To log in, do the following:
a. In the User name box, type your assigned user name.
b. In the Password box, type your password.
c. In the Domain controller box, select the Windows 2000/XP domain you are using. If
your system does not use a domain controller, the Domain controller box does not
appear in the Login dialog box.
Once you have logged on, the System Administration functions and buttons on the menu
bar become active.
The first time you run the software after installation, you are presented with a dialog box
where you must designate the System Administrator.
Figure 5.
Select System Administrator dialog box
3. To select a single administrator, do the following:
a. Select the correct domain, and then select the Users option to view the users of the
domain.
b. Select a user from the list, and then click OK to establish this user as the System
Administrator.
Note You can give system administration capabilities to additional users through the
System Administration User Wizard.
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Specifying the Enterprise Options
Once you have enabled the System Administration mode and have successfully logged into
the system, you can specify the workstation, Enterprise, general, and e-mail options.
Contents
• Specifying the Workstation Options
• Specifying the Enterprise Options
• Specifying E-Mail Options
• General Options
Specifying the Workstation Options
To specify the workstation options, perform these tasks:
• Selecting the Enterprise Machine
• Changing the Status Update Interval
• Displaying Warnings and Confirmations
Selecting the Enterprise Machine
To use a network domain to supply user lists, you must designate the network computer that
supplies the network information. If you specified an Enterprise machine when you installed
ChromQuest, the name of this computer appears by default in the Enterprise machine box on
the Workstation page of the Options dialog box. You must also install ChromQuest on the
Enterprise machine.
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Specifying the Enterprise Options
Specifying the Workstation Options
Y To change the Enterprise machine
1. In the Main Menu window, choose Tools > Options. The Options dialog box appears.
See Figure 6.
Figure 6.
Options dialog box
2. Click the Workstation tab.
3. On the Workstation page, type the name of the computer in the Enterprise machine box
or browse to and select the computer from a list of Enterprise machines.
The Enterprise machine must be the same for all clients and servers in the enterprise.
Changing the Status Update Interval
When you choose View > Details in the Main Menu window, ChromQuest displays the
status of each instrument; for example, Idle, Available, or In Use.
Y To specify how often ChromQuest updates the instrument status display
In the Status update interval box on the Workstation page (see Figure 6), type or select
the number of seconds you want to have between status updates.
Displaying Warnings and Confirmations
Y To view warnings and confirmations when you close the applications
Select the Close the application check box on the Workstation page. (see Figure 6).
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Specifying the Enterprise Options
Specifying the Enterprise Options
Specifying the Enterprise Options
To specify the Enterprise options, perform these tasks:
• Selecting the Instrument Control Mode
• Enabling Instrument Login and Project Management
Selecting the Instrument Control Mode
You can use ChromQuest in the stand-alone mode or the client/server mode.
Y To select the instrument control mode
1. In the Main Menu window (see Figure 2), choose Tools > Options. The Options dialog
box appears.
2. Click the Enterprise tab. The Enterprise page appears. See Figure 7.
Figure 7.
Thermo Scientific
Enterprise page of the Options dialog box
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Specifying the Enterprise Options
Specifying the Enterprise Options
3. Select the instrument control mode:
• To select the stand-alone mode, select the Stand-Alone option.
• To select the client/server mode, select the Client/Server option.
Enabling Instrument Login and Project Management
If the Enable user logins and permissions check box on the Enterprise page of the Options
dialog box is cleared, ChromQuest users are not required to log in when accessing instrument
or administration functions. Normally, this check box is selected, except in single-user labs or
where instrument or project access security is not an issue.
Y To enable the security functions for logon and project management
1. In the Main Menu window (see Figure 2), choose Tools > Options. The Options dialog
box appears.
2. Click the Enterprise tab. The Enterprise page appears. See Figure 7 on page 9.
3. Select the Enable Instrument Login and Project Management check box.
4. Do one of the following:
• To obtain the user list from the data system computer, go to “Obtaining the User
List from the Data System Computer.”
• To obtain the user list from the domain controller, go to “Obtaining the User List
from the Domain Controller,” on page 12.
5. To allow users to log in without passwords after an initial login, select the Allow
Passwords to be Saved check box.
When users log in for the first time, ChromQuest saves their passwords and does not
require them to enter their passwords for subsequent logins. Because users are not
required to use passwords after their initial login, system security is decreased.
6. To allow users to log in to the entire Enterprise, select the Enable Single User Login
Mode check box. After users log into one instrument, for each subsequent instrument
they open, ChromQuest only requires them to select a project from the Select Project
dialog box.
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Specifying the Enterprise Options
Specifying the Enterprise Options
Obtaining the User List from the Data System Computer
Use this option if you are running a stand-alone workstation (not networked) or you are not
using a domain controller for your network.
Y To add users to the data system computer
1. Select the Data system option.
A list of currently defined users for your workstation appears in the Data system
users box.
2. To add a user, do the following:
a. Click Add User.
The User Information dialog box appears. See Figure 8.
Figure 8.
User Information dialog box
b. In the User name box, type a name for the user.
c. In the Password and Confirm password boxes, type a password for the user.
d. Click Save.
3. To delete a user, select the user name from the list and click Delete User.
4. Return to step 5 on page 10.
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Specifying the Enterprise Options
Specifying the Enterprise Options
Obtaining the User List from the Domain Controller
Use this option if the workstation is connected to a Windows XP network with a domain
controller.
Y To obtain the user list from the domain controller
1. Select the Domain Controller option.
A list of currently defined domains for your workstation appears in the Select domains to
be scanned box.
Figure 9.
Domain controller options
2. Select the check boxes next to the domains you want to scan for users or user groups.
3. To modify the list of domains to be scanned, do the following:
• Click Remove Domain to delete a domain from the list after highlighting it with the
mouse.
• Click Add Domain to add a domain to the list. The Domain Information dialog box
appears. Type a name in the Domain name box and click Save.
• Click Refresh to update the list of current domains.
4. To modify the number of bad logon attempts that a user can make before being locked
out of ChromQuest, do the following:
a. Click Lockout Setup. The Login Lockout dialog box appears (see Figure 10).
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Specifying the Enterprise Options
Specifying the Enterprise Options
Figure 10. Login Lockout dialog box
b. In the Lockout after bad logon attempts box, type the maximum number of login
attempts you want users to be able to make before ChromQuest locks them out.
5. To be notified by e-mail when ChromQuest locks users out of the system, do the
following:
a. Select the Enable E-mail notification check box.
b. In the Recipients box, type the e-mail addresses of the people or departments to be
notified. You can enter multiple e-mail addresses by separating them with a
semicolon.
c. In the Message text box, type the text that appears in the e-mail message.
The default message for e-mail notification is as follows: User <USER> locked out of
Data System on machine <MACHINE> due to failed login. This string is also used
for the subject line of the e-mail generated. You cannot modify the subject line.
d. Install a MAPI or SMTP-compatible e-mail address on the server. See “Specifying
E-Mail Options” on page 14.
e. Select the and E-Mail notifications must be enabled on the e-mail tab of the Options
dialog.
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Specifying the Enterprise Options
Specifying E-Mail Options
6. To launch a user program when a login lockout occurs, do the following:
a. Select the Enable user program check box.
b. In the User program box, type the UNC path and the filename of the user program
or browse to the user program and select it. The user program runs on the Enterprise
machine.
c. In the Additional parameters box, type any additional parameters required by the
program.
Specifying E-Mail Options
Use the E-mail page of the Options dialog box to set up the e-mail protocol for ChromQuest.
Y To specify the e-mail options for the ChromQuest data system
1. In the Main Menu window (see Figure 2), choose Tools > Options. The Options dialog
box appears. See Figure 6.
2. Click the E-mail tab. The E-mail page appears. See Figure 11.
Figure 11. E-mail page of the Options dialog box
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Specifying the Enterprise Options
Specifying E-Mail Options
3. Select the Enable check box.
When the Enable check box is clear, ChromQuest does not send e-mails.
4. Select the type of E-mail server used by your network, SMTP or MAPI.
5. If SMTP is to be used for
• SMTP (Simple Mail Transfer Protocol)
An SMTP server is a server that sits on a network port and receives connections. An
SMTP session involves the identification of the client (usually a machine running an
e-mail program), and the transmission of e-mail headers and content. When a session
ends, the SMTP server starts the process of sending the mail over the network.
Select the SMTP option if SMTP is to be used for e-mail.
−
Use this address in the ‘From’ field
Enter an e-mail address of a valid user.
−
Mail server address
This box is used to specify the SMTP compliant e-mail address of the local mail
server to whom the e-mail notification should be sent. This field can be a valid
TCP/IP address or a URL name understood by the network.
−
SMTP Port
This field is used to specify the TCP/IP port number used for SMTP mail.
−
Login Authentication
Select this check box to enable login authentication. Enter your user name and
password for login authentication.
• MAPI (Messaging Application Programming Interface)
MAPI is a system built into Microsoft™ Windows™ that enables different e-mail
applications to work together to distribute mail. As long as both applications are
MAPI-enabled, they can share mail messages with each other.
Select the MAPI option if MAPI is to be used for e-mail.
−
Profile box
This box is used to specify the MAPI Profile to be used for sending e-mail.
• Test
Clicking this button causes the system to attempt to connect to the e-mail server and
test the port (for SMTP) or checks if the profile exists on the server (for MAPI). This
function displays a message box indicating the success or failure of the connection
attempt.
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Specifying the Enterprise Options
Specifying E-Mail Options
E-mail notifications from ChromQuest (version 4.0 or higher) are done through a Messaging
Application Programming Interface (MAPI) on the Enterprise machine. To set this up, you
must know how to install the e-mail software and connect to the appropriate network server
for the organization. The specific settings are different for all organizations so it is generally
necessary to consult with a network administrator.
Y To set up e-mail notification
1. Verify or install e-mail software that supports the MAPI.
Windows Messaging Mail and Microsoft Outlook support MAPI but Microsoft Outlook
Express does not. If you use Microsoft Outlook, it must be configured for "Corporate or
Workgroup." The "Internet only" configuration does not support MAPI.
For Windows 2000, a separate MAPI-compatible e-mail program must be installed, as
one is not included with the operating system.
2. Send e-mail directly from the e-mail program on the Enterprise machine and verify it is
received as expected. If this is not working, ChromQuest cannot send e-mail.
3. From the Windows XP Control Panel, double-click Mail. The Mail Setup dialog box
appears. See Figure 12.
Figure 12. Mail Setup dialog box
4. Click Show Profiles.
The Mail dialog box appears. See Figure 13.
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Specifying E-Mail Options
Figure 13. Mail dialog box
5. On the E-mail page, click Test to verify the MAPI profile setting. See Figure 14.
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Specifying E-Mail Options
Figure 14. E-mail page
6. Click OK to close the message dialog box.
7. In the Login Lockout window (Tools > Options > Enterprise page with the Domain
Controller option selected) in ChromQuest, enter the profile name.
Note Be sure the e-mail software is set up so that there is no password or other response
required to send e-mail.
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General Options
General Options
Use the General page of the Options dialog box to specify the logging options, security
options, and whether the ChromQuest data system saves all the analysis results or just the
original and most recent analysis results.
Specifying Whether ChromQuest Saves All the Analysis Results
Y To specify that ChromQuest saves all the analysis results
1. In the Main Menu window (see Figure 2), choose Tools > Options. The Options dialog
box appears.
2. Click the General tab. The General page appears. See Figure 15.
Figure 15. General page
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General Options
3. To specify ChromQuest saves all the analysis results for a data file to the data file, select
the Save all analysis results check box.
Every time an analysis is made on a data file, the results are saved in the data file. The
results are tagged with the user name and date of analysis. This makes it possible to open
a specific result from the Open Data dialog box, using the Open with Results option. If
this check box is not selected, only the original and most recent results are saved in the
data file.
Specifying the Logging Options
The logging options control how the audit trail and activity logs are handled.
• Automatically enable method audit trail for all projects
When this check box is selected, the method audit trail is enabled whenever a method is
saved.
• Automatically enable sequence audit trail for all projects
When this check box is selected, the sequence audit trail is enabled whenever a sequence
is saved.
• Activity log purge authorized only after archive
When this check box is selected, the instrument activity log must be archived before it
can be purged.
• Enable system activity log
When this check box is selected, the system activity log is enabled. Once this is enabled, it
cannot be turned off.
Y To access the system activity log
In the Main Menu window, choose File > System Activity Log.
Y To archive the system activity log
Choose File > System Activity Log > Archive from the Main menu. A dialog box
appears where you can select the location for the archive file. A default name is assigned
with the .logarc extension. This file can be viewed using the Archived Log Viewer that
can be run from the Chromatography program group in Windows.
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General Options
Specifying the Security Options
In the Security options area of the General page, you have the following options:
• Extended security
When this check box is selected, a checksum is calculated whenever a data file is closed.
When the file is subsequently opened, its checksum is verified first. If the check fails (the
calculated checksum for the file does not match the one previously calculated for the file)
the file cannot be opened, and an error is posted in the instrument activity log. Checksum
verification is enterprise-wide.
Note Extended security does not affect Windows 2000/XP security settings in
non-networked environments (Stand-alone).
In addition, the Extended Security function provides additional security to the enterprise
in the following ways:
−
All system administrators have full access to everything.
−
All non-system administrators have read/execute rights to project directories for
which they have rights.
−
All non-system administrators have read/write/execute rights to project subfolders for
which they have rights. This means that users in the project without system
administrator rights cannot create subdirectories or files under the project directory,
and they cannot rename or delete files under the project subfolders. Directories can
still be created in project subfolders, but only through ChromQuest.
• Log out current user when idle for
When this check box is selected, enter a number of minutes. If no mouse or keyboard
activity is detected during the specified number of minutes in system administration
mode, the system:
−
Cancels any open dialog boxes
−
Cancels any wizard in progress
−
Log outs of Administrative Mode
• Renew instrument licenses every
Renewal of instrument licenses prevents license problems which might be caused by
unexpected disconnection of the server in the client/server mode. The default for this
value is 30 minutes, but when recovering from a network problem, you can temporarily
set the value to 1 minute.
• Cancel an in-progress electronic signature when idle for
If an electronic signature is in progress, it is cancelled if there is no input for the specified
number of minutes.
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Setting Up E-Mail
The ChromQuest data system includes the ability to automatically send e-mail notifications
when system events occur. E-mail notifications can be global or instrument specific.
Note If you are unfamiliar with the e-mail configuration of your network, consult your
network administrator to complete this setup.
Contents
• Setting Up the E-Mail Option
• Setting Up Automatic Notifications
• Setting Up Specific Notifications
Setting Up the E-Mail Option
Y To set up the e-mail notification feature
1. Start ChromQuest and log on as a user with system administration privileges.
2. From the Main menu, choose Tools > Options to open the Options dialog box.
3. Click the E-mail tab to open the E-mail page. See Figure 16.
4. On the E-mail page, select the e-mail interface that is supported by your network: SMTP
or MAPI. Then enter the appropriate parameters. For more information, refer to
ChromQuest Help.
5. Click Test.
This causes the system to attempt to connect to the e-mail server and test the port (for
SMTP) or checks if the profile exists on the server (for MAPI). This function displays a
message box indicating the success or failure of the connection attempt.
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Setting Up E-Mail
Setting Up Automatic Notifications
Figure 16. Options dialog box – E-mail page
Setting Up Automatic Notifications
Automatic notifications are e-mail messages that are sent every time a specific event occurs.
Automatic notifications are set up by a data system user with system administration privileges.
They can be set up for an individual instrument, for location/groups, or for the entire
Enterprise.
Note Automatic notifications for an instrument are inherited from the group and
Enterprise of which it is a member. For example, if you create an automatic notification
for hardware error for the Enterprise, that event automatically appears in the spreadsheet
for every instrument in the Enterprise.
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3 Setting Up E-Mail
Setting Up Automatic Notifications
Y To set up automatic notifications
1. Decide if the event is global to the Enterprise or specific to an instrument in the
Enterprise:
• If the event is global, from the Main Menu window, select the Enterprise icon and
choose File > Configure > E-mail to open the dialog box called Send e-mail for the
following events from The Enterprise.
• If the event is specific to an instrument in the Enterprise, right-click an instrument
icon in the Main Menu window. From the shortcut menu, choose Configure >
E-Mail to open the Send e-mail for the following events from The
Enterprise\Instrument dialog box. See Figure 17.
Figure 17. Send e-mail for the following events from the Enterprise\Accela LC dialog box
2. Fill in a row of the spreadsheet for each notification you want to occur.
• Select the event from the Event list. If this event occurs during a run, the custom
e-mail message is sent to the designated recipients.
• Specify a recipient in the E-Mail Recipient(s) box.
The recipients are listed in the “To” field of the message. This must be an SMTP
compliant e-mail address of a valid user. You can add multiple addresses separated by
a semi-colon.
• Click the down arrow to enter an optional custom text message for this event. The
Custom Message dialog box appears (see Figure 18). Type a custom text message to
be sent with an event e-mail. Click OK to close the Custom Message dialog box.
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Setting Up Automatic Notifications
Figure 18. Custom Message dialog box
• In the Assigned box, enter the origin of the event. Depending on the Enterprise
configuration, the origin of the event can be the Enterprise or the name of a
location/group. If you are using ChromQuest in the stand-alone mode, leave this box
blank.
3. Click OK to accept the settings and close the dialog box.
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3 Setting Up E-Mail
Setting Up Specific Notifications
Setting Up Specific Notifications
Specific notifications are one-time events that can be set up by any user of the ChromQuest
data system. An example of this type of event is a notification that an individual sequence has
completed.
A user activates a specific notification within the Instrument window by filling in the
information for that event in the dialog box initiating that action.
In this Run Sequence dialog box, the entries specify that the user (with a user name of
BACook) is to be notified by e-mail when the sequence stops or pauses due to an error.
Figure 19. Run Sequence dialog box
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Using the System Administration Wizards
This chapter describes how to use the system administration wizards to assign instrument and
system administration privileges and to create projects.
Contents
• System Administration Wizard
• User Wizard
• Instrument Wizard
• Project Wizard
System Administration Wizard
To require logins to specific projects, follow the instructions in “Enabling the System
Administration Functions” on page 5 and “Enabling Instrument Login and Project
Management” on page 10.
Y To start the System Administration Wizard
1. Do one of the following:
• Click the System Administration Wizard icon on the toolbar of the Main menu
• Choose Tools > System Administration Wizard.
The Select Administration Wizard page appears (see Figure 20).
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User Wizard
Figure 20. Select Administration Wizard page
2. Select the Restart selected wizard when finished check box if you want to continue
using the selected wizard after completing the current definition. For example, set up
multiple new projects without restarting the Project Wizard.
User Wizard
Use the User Wizard to modify system access for users and groups.
If you want to add or edit more than one user or group, select the Restart selected wizard
when finished check box. When this check box is selected, the User Wizard restarts when you
click Finish; you can then add or edit additional users or groups.
Note Users are defined through the Microsoft Windows 2000/XP domain controller
administration. See your network administrator or Microsoft Windows 2000/XP
documentation for details.
Y To set up access for users and groups
1. In the Select Administration Wizard page of the System Administration Wizard, select
the User Wizard option. Click Next to continue.
The options on the Select User page depend on whether you enable logins from a domain
controller or the data system. Logins are enabled by selecting the Enable Instrument
Logins and Project Management check box on the Tools > Options > Enterprise page.
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User Wizard
2. Do one of the following:
• If the Enterprise is set up to enable logins from a domain controller, go to step 3
• If the Enterprise is set up to enable logins from the data system computer, go to
step 4
3. If user and group lists are accessed from a domain controller, do the following:
a. Select a domain from the list of available domains (see Figure 21).
A domain is a functional portion of the network that has been set up by the
Windows 2000/XP Domain Controller. Once you have selected a domain, a list of
defined groups within that domain appears.
b. Select the Groups or Users option.
c. Select a user or a group.
d. Click Next to continue with setting administrative privileges for this user or group.
Figure 21. Select User page
Note If you plan to assign the same administration privileges, instrument privileges,
and project privileges to all users in a group, it is faster to perform this function based
on a Group selection, rather than assigning each user individually.
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User Wizard
4. If the users list is accessed from the data system, select the user that you would like to
modify (see Figure 22). Then click Next.
Figure 22. Select User page
5. In the Administrative Privileges page (see Figure 23), do the following:
a. Select the administrative privileges for this user:
• To allow access to System Administration functions, select the System
administration check box. These include access to the user wizard, instrument
wizard, and project wizard.
• To allow access to Instrument Administration functions, select the Instrument
administration check box. When this box is selected, the user has access to
adding, deleting, and configuring instruments.
b. Click Next.
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User Wizard
Figure 23. Administrative Privileges dialog box
6. In the Select Instruments page (see Figure 24), select the instruments that users or groups
can access, and then click Next.
From the list displayed in the Available instruments box, select the instruments for this
user (or group): either double-click the instrument, or click once to highlight the
instrument and then click the green arrow. The list of instruments to be accessed by this
user (or group) is displayed in the Selected instruments window. If no instruments appear
in the Available instruments window, expand the enterprise by double-clicking locations
until the desired instruments appear.
You can also assign all instruments within a laboratory or location to a user/group by
selecting the entire location from the Available instruments box. When a location (for
example, QC Lab) appears in the Selected instruments box, this means that all
instruments in that location are selected.
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User Wizard
Figure 24. Select Instruments dialog box
7. In the Select Projects page (see Figure 25), select the projects that the current user/group
can access. From the Available projects box, either double-click a project, or click to
highlight the project and then click the green arrow. The list of Selected projects are the
projects the current user/group can access. When you have completed assigning projects,
click Next.
Figure 25. Select Projects page
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User Wizard
8. In the Set User Privileges page (see Figure 26), for each selected project, assign privileges
by highlighting the privileges in the Unassigned privileges box, and then click the green
arrow to move them to the Assigned privileges box. You can also double-click the
privileges to quickly assign them. When you have completed assigning privileges for
desired projects, click Next.
Figure 26. Set User Privileges page
Note The “Calibrate” privilege allows the user to run a calibration sample to update
the method calibration. To create or modify the calibration parameters in a method,
the user must have the “Save Method” privilege assigned.
9. In the Set User Electronic Signature Role page (see Figure 27), select the electronic
signature roles for each project that the user has privileges to. When you are finished,
click Finish.
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Instrument Wizard
Figure 27. Set User Electronic Signature Role page
Instrument Wizard
Use the Instrument Wizard to assign Users/Groups to an instrument or to all instruments in a
given Enterprise location.
Y To assign users and groups to an instrument
1. In the Select Wizard page of the System Administration Wizard, select the Instrument
Wizard option.
2. In the Select Instrument page (see Figure 28) of the Instrument Wizard, select an
individual instrument or a location containing multiple instruments. To view individual
instruments within a location, double-click the location until the instrument names
appear. After you select the location or instrument, click Next.
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Instrument Wizard
Figure 28. Select Instrument page
3. In the Select Users page (see Figure 29), for the instrument or location selected, choose
the Groups/Users who will have access. First, select the Windows 2000/XP domain from
the Domain list. Then select either the groups or users (radio button-controlled) from the
list displayed. Double-click a user or group to add it to the list. Or, select multiple users or
groups, and then click the green arrow. (Highlight one entry followed by SHIFT + click
to highlight all selections in between, or use CTRL + click to highlight multiple
non-contiguous entries.) Use the red arrow to remove entries from the selected list. When
you have completed the list of users for this instrument/location, click Finish.
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Project Wizard
Figure 29. Select Users page
Project Wizard
Use the Project Wizard to define, edit, or delete system projects, and assign users and groups
to projects. A project consists of a set of directories for storage of Methods, Data, Sequences,
and Templates, along with a project description. Using Projects facilitates data management
by ensuring related data are stored in designated directories that are consistent for all users.
Use the Project Wizard to perform the following tasks:
• Creating a Project
• Assigning Users to a Project
• Changing a Project’s Settings
• Removing Projects
IMPORTANT When a project is removed using the wizard, access to the specified
directories is removed. The actual data directories defined for the project are not deleted.
Removal of data directories must be done by the Windows 2000/XP Administrator (if
desired) after proper backup has been performed.
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Project Wizard
Creating a Project
Y To create a project
1. In the Select Project Action page (see Figure 30) of the Project Wizard, select the Create a
New Project option, and then click Next.
Figure 30. Select Project Action page
2. In the General Project Settings page (see Figure 31), do the following:
a. Make the following entries and selections, and then click Next:
• In the Name box, type a name for the project.
• In the Location box, click
, and then browse to and select the location for
the project definition. The location entered in this box sets up default directories
for the project Method, Data, Sequences, and Templates directories.
• In the Description box, type a text description of the project.
File locations for your project are automatically created for you based on your entry
for the Location field. If you wish to change any of these, you may type in the new
location, or select it from available directories by clicking
.
b. Click Next.
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Project Wizard
Figure 31. General Project Settings page
3. In the General Project Settings - Audit Settings page (see Figure 31), select the auditing
options for the project as follows:
a. In the list box, select one of the following:
• All audit trails
• Advanced report audit trail
• Method audit trail
• Pretreatment audit trail
• Sequence audit trail
To view the audit trails, in the Instrument window, choose File > Data > Audit trail,
File > Method > Audit trail, File > Sequence > Audit trail, or File > Advanced
Report > Audit trail.
b. In the Predefined audit trail reasons area, add more reasons to the programs set of
predefined reasons. To add reasons, type a reason in the Reasons to be added box,
and then click Add. The reason appears in the List of reasons box. Use the Delete,
Move Up, and Move Down buttons to modify the list of reasons.
c. To allow users to type undefined reasons to the audit trail, select the Allow users to
type their own reasons check box.
d. Select the Automatically enable audit trail check box to enable auditing, and then
select one of the auditing options.
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Project Wizard
Figure 32. General Project Settings page
4. Click Next. The Define Electronic Signature Roles page appears (see Figure 33).
5. In the Define the electronic signature roles page, do the following:
a. In the Number of Levels box, type or select the number of signature roles for this
project. You add up to five signature roles to each project. You can change the names
of the roles and you can change the reasons for the signatures.
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Project Wizard
Figure 33. Define Electronic Signature Roles page
b. To change the signature reasons, click Modify to open the Modify Electronic
Signature Reasons dialog box (see Figure 34). Type a reason in the Reason to be
added box and click Add. The new reason appears in the List of Reasons box. Use the
Delete, Move Up, and Move Down buttons to modify the list. Click OK to close the
Modify Electron Signatures Reasons dialog box.
Figure 34. Modify Electronic Signature Reasons dialog box
c. Click Next. The Select Users page appears.
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Project Wizard
6. In the Select Users page of the Project Wizard, do the following:
a. Select the Windows 2000/XP domain from the list. Select either the groups or users
(radio button-controlled) from the list displayed.
b. Double-click a user or group to add it to the list. Or, select multiple users or groups,
and then click the green arrow. (Highlight one entry, followed by SHIFT + click to
highlight all selections in between, or use CTRL + click to highlight multiple
non-contiguous entries.) Use the red arrow to remove entries from the selected list.
Figure 35. Select Users page
7. Click Next to continue. The Set Project User Privileges page appears. See Figure 36.
Use the Set Project User Privileges page to assign software command access for the
selected users/groups with access to this project. Once you have set the user privileges for
a given project, the user/group has access only to the functional commands assigned for
the defined project. You may grant full functional privileges (including method
development and data acquisition control), or you may grant a subset of the software
commands to a given user/group.
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Project Wizard
Figure 36. Set User Privileges page
8. In the Set Project User Privileges page, do the following:
a. Assign privileges:
• To assign individual privileges, highlighting them and click the green arrow.
• To assign complete groups of related privileges (such as Data commands),
double-click the main privilege type (Methods, Data, Sequences). This
automatically selects all available commands for that functional area.
Note The “Calibrate” privilege enables the user to run a calibration sample to
update the method calibration. In order to create or modify the calibration
parameters in a method, the user must have the “Save Method” privilege
assigned.
b. Click Next to continue to the next page of the Project Wizard.
9. In the Set Electronic Signature Role page (see Figure 37), assign the electronic signature
roles for the user.
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Figure 37. Set User Electronic Signature Role page
10. When you have completed selection of project privileges, click Finish to complete the
project definition.
Assigning New Users/Groups to a Project
Once you have one or more projects defined for your system, you can add or change the
assigned users/groups using this option.
Y To assign new users or groups to a project
1. Select the Assign Users to a Project option (see Figure 38), and then click Next to
continue.
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Project Wizard
Figure 38. Select Project Action page
2. In the Select Project page (see Figure 39), select the project to work with, and then
click Next.
Figure 39. Select Project page
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3. In the Define Electronic Signature Roles page (see Figure 40), define the electronic
signature roles for this project. Then click Next.
Figure 40. Define Electronic Signature Roles page
4. In the Select Users page (see Figure 41), for the selected project, choose a
Windows 2000/XP domain from the list. Select the users/groups you want to have access
to this project from the available users/groups displayed. When a user/group is selected, it
appears in the Selected Users list on the right. Select a user/group by double-clicking it
with the mouse, or perform a multiple selection using SHIFT + click (to select
contiguous users/groups) or CTRL + click (to select multiple, non-contiguous
users/groups). Then click the green arrow.
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Project Wizard
Figure 41. Select Users page
5. When you have completed your selection, click Next to continue or Finish if you are
done.
6. In the Set User Privileges page (see Figure 42), do the following:
a. Assign software command access for the selected users/groups with access to this
project. Once you have set the user privileges for a given project, the user/group has
access only to the functional commands assigned for the defined project. You cam
grant full functional privileges (including method development and data acquisition
control), or you can grant a subset of the software commands to a given user/group.
To assign a privilege, highlight it with the mouse, and then click the green arrow. To
assign a complete group of related privileges (such as Data commands), double-click
the main privilege type (Methods, Data, Sequences). This automatically selects all
available commands for that functional area.
Note The “Calibrate” privilege enables the user to run a calibration sample to
update the method calibration. In order to create or modify the calibration
parameters in a method, the user must have the “Save Method” privilege
assigned.
b. Click Next.
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Project Wizard
Figure 42. Set User Privileges page
7. In the Set User Electronic Signature Role page (see Figure 43), assign the electronic
signature roles for the user or group.
Figure 43. Set User Electronic Signature Role page
8. When you have finished, click Finish.
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Project Wizard
Change a Project's Settings
Use this option to change the definition of an existing project in your Enterprise. You can
change the project description, user/groups assignment, and privilege assignments. You
cannot change a project’s location after it has been created, however.
Y To change a project’s settings
1. Select the Change a project’s settings option (see Figure 44). Then click Next to
continue.
Figure 44. Select Project Action page
2. In the Select Project page (see Figure 45), select the project to work with, and then
click Next.
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Figure 45. Select Project page
3. In the General Project Settings page (see Figure 46), review the current project settings
and change the project description if desired. When you have completed the project
setting changes, click Next to continue, or Finish if done.
Figure 46. General Project Settings page
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4. In the General Project Settings – Audit trail page (Figure 47), modify the audit settings,
and then click Next or Finish.
Figure 47. General Project Settings – Audit trail page
5. In the Define the Electronic Signature Roles page (Figure 48), define the electronic
signature roles for this project. Click Next to continue or Finish if done.
Figure 48. Define the Electronic Signature Roles page
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Project Wizard
6. In the Select Users page, do the following:
a. Change the users/groups who have access to the project. First, select the
Windows 2000/XP domain from the list. Then select either the groups or users from
the list displayed. Double-click a user or group to add it to the list. Or, select multiple
users or groups, and then click the green arrow. (Highlight one entry, followed by
SHIFT + click to highlight all selections in between, or use CTRL + click to
highlight multiple non-contiguous entries.) Use the red arrow to remove entries from
the selected list.
Figure 49. Select Users page
b. Click Next to continue or Finish if done.
7. In the Set User Privileges page (see Figure 50), do the following:
a. Change the assigned software command access for the selected users/groups with
access to this project. Once you have set the user privileges for a given project, the
user/group has access only to the functional commands assigned for the defined
project. You can grant full functional privileges (including method development and
data acquisition control), or you can grant a subset of the software commands to a
given user/group.
b. Click Next to continue or Finish if done.
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Project Wizard
Figure 50. Set User Privileges page
8. In the Set User Electronic Signature Role page, assign the electronic signature roles for
the user or group.
Figure 51. Set User Electronic Signature Role page
9. When you have completed selection of project privileges, click Finish to complete the
project definition changes.
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Project Wizard
Remove a Project
Use this option to remove a project from active use. The directories remain on the
Windows 2000/XP; however, access to the project from within are no longer possible.
Y To remove a project
1. Select the Remove projects option. Then click Next.
Figure 52. Select Project Action page
2. In the Select Project page (see Figure 53), select the project to be removed. Then click
Finish.
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Figure 53. Select Project page
The following dialog box appears (see Figure 54).
Figure 54. Warning message
3. Click OK to remove the project from the list of available projects.
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Configuring Instruments
This chapter contains general information about configuring the instruments in the
Enterprise. For specific information about configuring the SpectraSYSTEM LC and
Surveyor Plus LC modules, refer to the sections at the back of the ChromQuest 5.0 User Guide.
Contents
• Configuring the Enterprise, Instruments, and Detectors
• Interface Configuration
• Configuring Instruments and Detectors
• Verification of Analog Connections
Configuring the Enterprise, Instruments, and Detectors
Configuration of the Enterprise is the process of defining the system and its hardware. There
are main areas for configuration:
• Interface Configuration. This is where you set up the configurable options for the
SS420x analog to digital interface board.
• Instrument Configuration. Each instrument controlled from the ChromQuest data
system has cofigurable options. In ChromQuest, these options are specified from the
Main Menu window. In ChromQuest SI, the instrument configuration application is
opened by choosing Start > All Programs > Chromatography > ChromQuest SI
Config.
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Configuring Instruments
Configuring the Enterprise, Instruments, and Detectors
Main Menu
The Main Menu window is the first window that appears when you start the ChromQuest
data system. From this window, you can view the entire Enterprise, including any locations
and instruments that have been configured on the system.
Note ChromQuest SI does not have a Main Menu window.
Figure 55. ChromQuest Main Menu window
By default, the left pane of the Main Menu window displays the defined system enterprise
locations. The Enterprise is displayed as a hierarchy, where each location is displayed as a
“folder” containing locations or instruments configured within it.
Click a location in the left pane to display its contents on the right. Click the plus signs (+) to
display more locations. To change the size of either pane, drag the bar that separates the two
sides. To quickly open a location and display its contents, double-click the location in the left
pane.
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Instrument Access
To access an instrument for method development, sequence generation, and data acquisition;
double-click the icon of the instrument you wish to access.
Changing the View
By default, instruments configured on the system are displayed as icons (see Figure 56). You
can change how the Main menu appears using the commands located in the View menu.
Using these commands, you can turn the toolbar and status bar on and off, change the size of
the icons, or arrange the icons. Options for changing the icon sizes or viewing details are also
available as buttons on the toolbar.
Figure 56. Chromquest – View menu
You can view status details of instruments configured on the system in the Main Menu
window (see Figure 57). To view status, choose the View > Details command from the menu
bar, or click the Details icon. Instruments for the current location are displayed with status
information.
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Figure 57. ChromQuest Main Menu window with details
When you view a location in “details” mode, the right pane of the window displays the
instrument name, current instrument status (available, idle, running), and the current user of
that instrument. The status is updated periodically, as defined by the Status Update Interval
set in Tools > Options > Workstation.
You can also view the Main menu without the entire enterprise displayed. To remove the
Enterprise or Hierarchy pane, choose View > Hierarchy Pane. If this selection is not checked,
the Enterprise is not displayed.
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Item Properties
You can view details of an instrument by right-clicking the instrument icon, choosing
Properties from the shortcut menu. An information dialog box appears with current
instrument information. See Figure 58.
Figure 58. Instrument Properties dialog box
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Enterprise Configuration
When is first started, the Main Menu window has no Enterprise defined. The system
administrator must define the Enterprise before instruments can be configured and used.
You can rename the Enterprise by right-clicking the enterprise name and choosing Rename
from the shortcut menu. Type the new Enterprise name.
Adding an Enterprise Location
To add a location to your Enterprise, right-click the Enterprise pane, and choose New >
Location Group.
Figure 59. Adding a location or group
A new entry appears below the Enterprise. You can give the new location or group a name.
Continue adding locations or groups to the Enterprise until the Enterprise configuration
matches that of your company or group.
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Adding an Instrument to the Enterprise
Before you can configure an instrument, you must add it to the Enterprise definition. To add
an instrument, select the location where the instrument is found. Right-click and choose
New > Instrument from the shortcut menu (see Figure 60). An icon for the new instrument
appears in the right pane, and you can give it a name.
Figure 60. Adding an instrument
Continue to add locations and instruments until the system Enterprise matches your
company/laboratory configuration. Then configure each of the instruments as described in
“Configuring Instruments and Detectors” on page 66. You must also configure any A/D
interfaces you will use on your system as described in “Interface Configuration” on page 64.
Your completed Enterprise can be as simple as one lab with multiple instruments, or a
complex list of buildings, laboratories, and instruments.
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Interface Configuration
Interface Configuration
If you are using an SS420x analog to digital converter for data acquisition, you must set up
the interface configuration.
Note It is only necessary to perform interface configuration where the interface board is
actually installed.
Y To configure the data acquisition hardware
1. Depending on the data system, do one of the following:
• For ChromQuest, from the Main Menu window, choose Tools > Interface
Configuration.
• For ChromQuest, from the Windows desktop, choose Start > All Programs >
Chromatography > ChromQuest SI Config. The ChromQuest SI Configuration
dialog box appears. Click Interface Configuration.
The Board Configuration dialog box appears. See Figure 61.
Figure 61. Board Configuration dialog box
2. To configure the SS420x A/D converter:
a. Click the SS420x A/D icon to select it, and then click Properties.
The SS420x Configuration dialog box appears. See Figure 62.
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Figure 62. SS420x Configuration dialog box
b. In the Configure Box on Serial Port list, select the serial port on the data system
computer that the SS420x A/D converter is connected to.
c. Select the Installed check box.
d. Select the appropriate base frequency and channel ranges.
e. Click Advanced.
The Advanced SS420x Port Configuration dialog box appears.
Figure 63. Advanced - SS420x Port Configuration dialog box
f.
Click Auto Detect.
g. Click OK to close the Advanced SS420x Port Configuration dialog box.
h. Click OK to close the SS420x Configuration dialog box.
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3. Click OK to close the Board Configuration dialog box.
In ChromQuest, the Main Menu window appears. In ChromQuest SI, the ChromQuest
SI Configuration dialog box appears.
4. For ChromQuest SI, click Close to close the ChromQuest SI Configuration dialog box
and return to the Windows desktop.
Configuring Instruments and Detectors
If you are controlling instruments from the ChromQuest data system and the system
administrator has enabled user logins, you must have instrument administration privileges to
configure instruments. The ChromQuest SI data system does not provide the login security
feature.
This section contains the following topics:
• Configuring Instruments in ChromQuest and ChromQuest SI
• Extracting an Instrument Configuration from a Data File
• Configuring a Generic System
• Viewing Instrument Options
• Configuring Detectors
Configuring Instruments in ChromQuest and ChromQuest SI
Y To configure instruments
1. Do one of the following:
• For ChromQuest, go to step 2.
• For ChromQuest SI, choose Start > All Programs > Chromatography >
ChromQuest SI Config. The ChromQuest SI Instrument Configuration dialog box
appears. Click Instrument Configuration. Go to step 5.
2. In ChromQuest, choose Start > All Programs > Chromatography > ChromQuest.
The Main Menu window appears.
3. Right-click the icon for the instrument you want to configure.
4. From the shortcut men, choose Configure > Instrument. For instructions on extracting
an instrument configuration from a stored data file.
The Instrument Configuration dialog box appears.
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Figure 64. Instrument Configuration dialog box
Note If you are using an HP5890 with or without an HP7673 autosampler, and
want to use instrument and/or autosampler control features, you must select the
HP5890 + HP7673 type for the instrument. Details on how to configure HP
instruments and how to control them are located in a separate control manual that
comes with the instrument control option software.
5. Do one of the following:
• To configure a new instrument, select the instrument type from the Instrument Type
list. For the client/server mode, select the server. When you select an instrument type,
the following dialog box appears (see Figure 65). Click OK to select the instrument
type and close the warning dialog box.
Figure 65. Warning that appears when you select an instrument type
• To modify the configuration of an existing instrument, do not select the instrument
type, as doing so erases the current instrument configuration.
6. In the Instrument Configuration dialog box, click Configure.
A dialog box containing the available modules for the selected instrument type appears.
Figure 66 shows the dialog box for an Accela instrument.
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Figure 66. Accela dialog box.
7. In the Available modules list, double-click the icons for the modules of your instrument.
For a detector, double-click the Detector icon.
The modules appear in the Configured modules list.
8. Complete the configuration of each module in the Configured modules list.
9. Click Options to check the available options for the instrument.
The Configuration Options dialog box appears. See Figure 67. If the instrument
configuration contains a PDA detector or a UV3000 scanning wavelength detector,
ChromQuest selects the Spectral Analysis check box when you close the instrument
dialog box.
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Figure 67. Configuration Options dialog box
10. and then click OK to close the Configuration Options dialog box.
11. Click OK to close the Instrument (Accela, Thermo Surveyor LC, Thermo
SpectraSystem, and so on) dialog box.
12. For ChromQuest SI, click Close in the ChromQuest SI Configuration dialog box to
accept the configuration and return to the Windows desktop.
Extracting an Instrument Configuration from a Data File
Use the Extract From Data File command to extract an instrument configuration from a
stored data file.
Y To extract an instrument configuration from a stored data file
1. Depending on the data system, do one of the following:
• For ChromQuest, from the Main Menu window, right-click the icon for the
instrument you want to configure, and choose Configure > Extract From Data File.
See Figure 68.
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Figure 68. ChromQuest Main Menu window
• For ChromQuest SI, choose Start > All Programs > Chromatography >
ChromQuest SI Config. The ChromQuest SI Configuration dialog box appears (see
Figure 69). Click Extract Configuration from Data File.
Figure 69. ChromQuest SI Configuration dialog box
When you choose Extract from Data File, the following warning message appears. See
Figure 70.
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Figure 70. Warning dialog box
2. Click Yes to open the Select Data File dialog box. See Figure 71.
Figure 71. Select Data File dialog box
3. Select a stored data file and click Open.
4. The dialog box shown in Figure 72 appears.
Figure 72. Configuration extraction successful dialog box
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Configuring a Generic System
Use the Generic System Configuration dialog box (see Figure 73) to add and define detectors
and external events for your instrument.
Figure 73. Generic System Configuration dialog box
Y To create a generic instrument
1. Depending on the data system, do one of the following:
• For ChromQuest, open the Main Menu window. Right-click the Enterprise or
Location and choose New > Instrument. Right-click the new instrument and choose
Configure > Instrument.
• For ChromQuest SI, choose Start > All Programs > Chromatography >
ChromQuest SI Config. Double-click Instrument Configuration.
The Instrument Configuration dialog box appears.
2. In the Instrument Type list, select Generic Instrument. Then click Configure. The
Generic Instrument Configuration dialog box appears.
The Available Modules box contains one or more icons.
3. To add a detector to the configuration:
a. In the Available Modules box, click the Detector icon, and then click the green
arrow button.
The Analog icon appears in the Configured Modules box.
b. Double-click the Analog icon.
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The Detector Configuration dialog box appears. See Figure 74.
Figure 74. Detector Configuration dialog box
c. Type a name in the Detector Name box.
d. Select an acquisition source from the Acquisition Source list.
e. Click
.
A dialog box for the selected acquisition source appears. Figure 75 shows the dialog
box for the SS420x analog to digital board.
Figure 75. SS420x Channel Configuration dialog box
f.
Make the appropriate entries and selections in the dialog box for the selected
acquisition source, and then click OK.
g. Click OK to close the Detector Configuration dialog box and return to the Generic
Instrument Configuration dialog box.
4. To set up an event for the SS420x analog to digital converter:
a. In the Available Modules list, double-click the Event Configuration icon.
b. In the Configured Modules list, double-click the Event Configuration icon.
The Event Configuration dialog box appears. See Figure 76.
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Figure 76. Event Configuration dialog box
c. From the Name list, select Trigger or Ready.
d. In the Setup column, click the blue arrow.
The SS420x Input Setup dialog box appears. See Figure 77.
Figure 77. SS420x Input Setup dialog box
e. In the SS420x Input Setup dialog box, make the appropriate selections and entries.
Then click OK.
f.
Click OK to close the Event Configuration dialog box.
5. Click OK to close the Generic Instrument Configuration dialog box.
6. For ChromQuest SI, click Close in the ChromQuest SI Configuration dialog box to
accept the configuration and exit the configuration application program.
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Viewing Instrument Options
Y To view the available options
In the configuration dialog box for the selected instrument type, click Options.
The Configuration Options dialog box appears.
Figure 78. Options dialog box
If the instrument contains a PDA detector or a UV3000 scanning wavelength detector,
ChromQuest selects the Spectral Analysis check box when you close the configuration
dialog box for the instrument.
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Configuring Detectors
Y To complete the configuration of a detector
1. Double-click the Analog icon in the Configured modules list.
The Detector Configuration dialog box appears.
Figure 79. Detector Configuration dialog box
2. In the Detector Name box, type a descriptive name for the detector.
3. In the Detector Model list, select the detector type.
4. In the Acquisition Source list, select the type of A/D board or device you are using from
the list.
5. Click the
.
The configuration dialog box for the selected detector appears. See the following topics:
• “Configuring PE Nelson 760 Acquisition Source” on page 77
• “Configuring PE Nelson 941 Acquisition Source” on page 78
• “Configuring PE Nelson 960 Acquisition Source” on page 79
• “Configuring a Generic System” on page 72
6. Make the appropriate entries and selections, and then click OK to close the dialog box.
7. In the Y-Axis Units box, type in the units to be displayed on the Y-Axis of your
chromatogram. For example, microvolts or AU, depending on the detector units of
measurement. acquires your analog signal and stores it in microvolts. If you want to
display the signal in different units, you must use the correct multiplier. Consult the table
below for commonly used Y-axis labels and corresponding multipliers.
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8. In the Y-Axis Multiplier box, type the multiplier you want to use.
Y-Axis Label
Y-Axis Multiplier
Volts
0.000001
Millivolts
0.001
Microvolts
1
Other
Enter a number that, when multiplied by microvolts, gives you the
desired units.
9. Click OK to close the Detector Configuration dialog box.
Configuring PE Nelson 760 Acquisition Source
If you are using a PE Nelson 760 series interface to acquire your data, the following dialog box
appears.
Figure 80. PE Nelson 760 Configuration dialog box
Y To configure the PE Nelson 760 acquisition source
1. Select the GPIB Board number from the list. For most systems, select GPIB0.
2. Select the GPIB Device Address for the PE Nelson interface connected to this
instrument. This address should match the address set on the PE Nelson interface.
3. Select a range for the detector from the Input Range list.
4. Select the Channel for this detector: A or B. The detector should be connected to this
channel on the PE Nelson interface.
5. When you are done, click OK to return to the Detector Configuration dialog box.
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Configuring PE Nelson 941 Acquisition Source
If you are using a PE Nelson 940 or 941 interface to acquire your data, the following dialog
box appears.
Figure 81. PE Nelson 940/ 941 Configuration dialog box
Y To configure the PE Nelson 940 or 941 acquisition source
1. Select the Com Port from the list.
2. Select the Baud Rate the PE Nelson interface uses to communicate. This should match
the baud rate set on the PE Nelson interface.
3. Select the Parity used from the list.
4. Select the Input Range for this detector.
5. Select the Channel that matches the channel where the detector is connected: A or B.
6. When you are done, click OK to return to the Detector Configuration dialog box.
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Configuring PE Nelson 960 Acquisition Source
If you are using a PE Nelson 950, 960, or 970 interface to acquire your data and the interface
is set to communicate by way of GPIB, the following box appears.
Figure 82. PE Nelson 960 Configuration dialog box with GPIB communication
Y To set up the configuration for a PE Nelson box using a GPIB board
1. In the GPIB Board list, select the number. For most systems, select GPIB0.
2. In the GPIB Device Address list, select the number that corresponds to the address set on
the PE Nelson interface.
3. In the Input Range list, select an input range for the detector.
4. Select the Channel for this detector: A or B. The detector must be connected to this
channel on the PE Nelson interface.
5. When you are done, click OK to return to the Detector Configuration dialog box.
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Y To set up the configuration for a PE Nelson box using RS232 communication
1. Select RS232 Communication from the list, and complete the following dialog box.
Figure 83. PE Nelson950, 960, 970 Configuration dialog box for RS232 communication
2. Select the Com Port from the Com Port list.
3. Select the Baud Rate the PE Nelson interface uses to communicate. This must match the
baud rate set on the PE Nelson interface.
4. Select the Parity used from the Parity list.
5. Select the Input Range for this detector.
6. Select the Channel that matches the channel where the detector is connected.
7. When you are done, click OK to return to the Detector Configuration dialog box.
Configuring Valves and External Events
In order to configure a valve, trigger, or other external event, you must first make sure the
event is properly connected to the system. Configuring an external event involves specifying
which input lines are being used, so you must have this information available before you start
the configuration.
In ChromQuest, valve and external event configuration is done from the Instrument
Configuration dialog box.
Y To configure an external event in ChromQuest
1. Open the Instrument Configuration dialog box.
2. In the Instrument type list, select Generic Instrument. See Figure 84.
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Figure 84. Instrument Configuration dialog box
3. Click Configure.
4. In the System Configuration window, double-click the Events Configuration icon.
The Event Configuration icon appears in the Configured modules list. See
Figure 85. Generic System Configuration dialog box
5. Double-click the Event Configuration icon in the Configured modules box.
A spreadsheet appears where you can select the external events to configure.
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Event Configuration
When you double-click the Event Configuration icon, the following spreadsheet appears
where you configure the events:
Figure 86. Event Configuration dialog box
Y To configure events
1. In the Name list, do one of the following:
• To configure an event, click
and select either Trigger or Ready.
• To configure a valve or other external event, select the Name box and then type the
name of the event or valve.
2. In the Source list, select the source of the event (the hardware from which the event
comes). The PE Nelson selections are available for events that you have named. They are
not available for the Trigger or Ready events.
3. In the Setup list, click
.
A dialog box appears where you set up the appropriate information for the operation of
this event.
Continue the external event configuration until all events for this instrument are configured.
Programming of the external events into your method is done in the Instrument Setup section
of the method, and is described in the Method Development section.
Note
1. The external events tab in Instrument Setup is not available unless you have
configured your instrument with one or more external events.
2. It is possible to assign the same event to more than one instrument. Be careful to
assign events so that conflicts between instruments do not occur.
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PE Nelson 760 Output Setup
When you configure a valve or other external device, the Setup field opens the Output Setup
dialog box. Select the GPIB Board Number, GPIB Interface Address, and Output line to
which the event is tied.
Figure 87. PE Nelson 760 Output Configuration dialog box
When completed, click OK to exit the dialog box.
PE Nelson 941 Output Configuration
When you configure a valve or other external device, the Setup field opens the Output
Configuration dialog box.
Figure 88. PE Nelson 941 Output Configuration dialog box
Select the COM Port where the interface is configured from the COM Port list.
Select the Output from the Output list.
When completed, click OK to exit the dialog box. Once the events are configured, you can
program them from the Instrument Setup section of the methods.
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PE Nelson 960 Output Configuration
When you configure a valve or other external device, the Setup field opens the Output
Configuration dialog box.
If the interface uses GPIB to communicate, select this option from the list.
Figure 89. PE Nelson 960 Output Configuration dialog box
Select the GPIB Board to which the interface is connected.
Select the GPIB Address that matches the address set on the interface.
Select the Output to configure.
Click OK to exit the dialog box.
If the 960 Interface communicates via RS232, select this option from the list, and the
following dialog box appears.
Figure 90. PE Nelson 960 Output Configuration dialog box
Select the COM Port where the interface is configured.
Select the Output.
Click OK to exit the dialog box. Once the events are configured, you can program them from
the Instrument Setup section of the methods.
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Verification of Analog Connections
Verification of Analog Connections
Before attempting to inject samples on your chromatograph, ensure that the analog
connections and triggers you have made are correct by looking at the actual detector signals.
Using Preview to Verify Analog Connections
Y To do a quick preview of the signal without performing a run using the Preview
function
1. From the Main menu, click the icon that represents the instrument you wish to check,
and log on to start the instrument application.
2. Locate the Preview button on the toolbar and click it or choose Control > Preview Run.
The real time detector output from your instrument appears. If you inject a simple
sample (that is, a solvent) you should see a peak elute, oriented in the correct direction. If
you see no peaks, check to see if your connections and assignment of analog line numbers,
and configuration are correct. If the peaks are in the wrong direction, reverse your
detector signal lines and repeat.
3. When you are finished, click the Stop Run button. Note that in the Preview mode, the
data is not integrated or analyzed.
Once you have verified your analog signals and remote input lines are properly
connected, you can start acquiring actual data. If you are using for the first time, take a
few minutes to perform the Tutorial. This Tutorial takes you step-by-step through the
basics of using the system, and can increase the pace of learning.
Starting an Instrument
You can develop methods and sequences, create custom reports, and acquire data in the
Instrument window.
Y To access the Instrument window in ChromQuest
In the Main Menu window, double-click the instrument icon that represents your LC
system. You might be required to log on before you can access the instrument window
functions.
Y To access the Instrument window in ChromQuest SI
From the Windows desktop, choose Start > All Programs > Chromatography >
ChromQuest SI.
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Instrument Login
Whenever the instrument login and project management are enabled, you are required to
login whenever you attempt to start an instrument application.
Figure 91. Login – User name dialog box
Enter the information as prompted, and then click Login.
• User name
Enter the user name that has been assigned to you on the network.
• Password
Enter your assigned network password.
• Save Password
If the Save password option is enabled by your system administrator, a Save password
check box appears.
Figure 92. Login – Password dialog box
If you select this box, the password you type at login is saved when you click Login. Once the
password has been saved, whenever you log on to the instrument, the saved password is used.
Note The password is saved when you click Login, whether or not the login is successful.
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• Domain
Select the domain you have privileges on from the list, or type in the correct domain.
(The Domain list is not shown here, unless you are using a domain controller.)
• Project
Select a project to log on to. This project becomes the default project path for methods,
data, and sequences in the instrument. You can, however, create and save files in other
locations, or change the selected project later, even though you have logged on to a
designated project.
Once you have logged on to an instrument and selected a project, that project’s paths for
methods, data, sequences, and templates are used unless you designate a new project. To
change the selected project, use File > Select Project from the menu bar.
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I
Index
A
I
A/D configuration 64
analysis options 75
instrument access 59
instrument control mode, selecting 9
Instrument Wizard 36
B
Baseline Check feature, enabling 75
board configuration 64
L
locking users out of ChromQuest 12
Login Lockout dialog box 12
C
change project settings
set user privileges 53
configuration
board configuration 64
instruments and detectors 66, 66
PE Nelson Acquisition 78, 79
PE Nelson acquisition 77
valves and triggers 80
Configuration Options dialog box 75
E
electronic signatures 47, 52
Enable email notification check box 13
Enterprise configuration
adding an enterprise location 62
adding an instrument to the Enterprise 63
Enterprise machine 7
Event Configuration 82
G
General page of Options dialog box 19
Generic System Configuration 72
GPIB 77, 78, 79
H
Hierarchy Pane 60
Thermo Scientific
M
Main Menu 58
changing the view 59
instrument access 59
viewing instrument details 59
N
networked environments 2
New Instrument 63
O
obtain user list from 11
P
PE Nelson 760 Output Setup 83
PE Nelson 941 Output Configuration 83
PE Nelson 960 Output Configuration 84
PE Nelson Configuration 77, 78, 79
Preview signal 85
Project Wizard
Assign Users/Groups to a Project 45
Change a Project's Settings 50
General Project Settings Changes 51
Remove a Project 55
Select Project 46
Select Users 47
Set Project User Privileges 44
Set User Privileges 48
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R
remove a project 55
S
Save password 86
SEC feature, enabling 75
Set Project User Privileges 44
System Administration mode 5
System Administrator functions 2
System Suitability feature, enabling 75
T
trigger configuration 80
U
User Wizard 30
V
valve configuration 80
verification of analog connections 85
W
Workstation options 7
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