Installation Guide VeritiLink™ Remote Management Software Version 1.0 Installation Guide Getting Started VeritiLink™ Remote Management Software Version 1.0 Setting Up the Veriti™ Thermal Cyclers Setting Up VeritiLink™ Software Managing VeritiLink™ Software Troubleshooting © Copyright 2008, Applied Biosystems. All rights reserved. General Laboratory Use. Information in this document is subject to change without notice. Applied Biosystems assumes no responsibility for any errors that may appear in this document. APPLIED BIOSYSTEMS DISCLAIMS ALL WARRANTIES WITH RESPECT TO THIS DOCUMENT, EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THOSE OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL APPLIED BIOSYSTEMS BE LIABLE, WHETHER IN CONTRACT, TORT, WARRANTY, OR UNDER ANY STATUTE OR ON ANY OTHER BASIS FOR SPECIAL, INCIDENTAL, INDIRECT, PUNITIVE, MULTIPLE OR CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING FROM THIS DOCUMENT, INCLUDING BUT NOT LIMITED TO THE USE THEREOF. TRADEMARKS: Applera, Applied Biosystems, and AB (Design) are registered trademarks, and Veriti and VeritiLink are trademarks of Applera Corporation or its subsidiaries in the U.S. and/or certain other countries. All other trademarks are the sole property of their respective owners. Part Number 4388492 Rev. B 01/2008 Contents Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v How to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v How to Obtain More Information . . . . . . . . . . . . . . . . . . . . . . . . . vi How to Obtain Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii Chapter 1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 About VeritiLink™ Remote Management Software . . . . . . . . . . . . . 2 Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Network Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Chapter 2 Setting Up the Veriti™ Thermal Cyclers . . . . . . . . 7 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Instructions for Thermal Cyclers Already in Use . . . . . . . . . . . . . . . 8 Upgrading the Firmware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Physically Connecting Thermal Cyclers to the Network . . . . . . . . 14 Setting Up the Thermal Cycler . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Chapter 3 Setting Up VeritiLink™ Software . . . . . . . . . . . . 21 Installing the VeritiLink™ Software . . . . . . . . . . . . . . . . . . . . . . . . 22 Using the VeritiLink™ Software Setup Wizard . . . . . . . . . . . . . . . . 28 Identifying Veriti™ Thermal Cyclers on the Network . . . . . . . . 30 Managing Groups (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . 33 Setting Up Security and User Accounts . . . . . . . . . . . . . . . . 37 Setting Up Verification Reminders . . . . . . . . . . . . . . . . . . . . . 41 Setting Up Email Notifications . . . . . . . . . . . . . . . . . . . . . . . . 43 Additional Setup Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 VeritiLink™ Remote Management Software Installation Guide iii Contents Making Changes Without the Setup Wizard . . . . . . . . . . . . . . . . 46 Using the VeritiLink™ Software Client . . . . . . . . . . . . . . . . . . . . . . 47 Chapter 4 Managing VeritiLink™ Software . . . . . . . . . . . . . 51 Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Stopping the VeritiLink™ Software Server . . . . . . . . . . . . . . . . . . 52 Maintaining the VeritiLink™ Software . . . . . . . . . . . . . . . . . . . . . . 53 Other Administrative Functions . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Chapter 5 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . 61 Troubleshooting Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Appendix A Software Warranty Information . . . . . . . . . . . . . 67 Computer Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Applied Biosystems End User Software License Agreement . . . 68 Limited Warranty and Limitation Of Remedies . . . . . . . . . . . . . . . 72 Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 iv VeritiLink™ Remote Management Software Installation Guide Preface How to Use This Guide Audience Assumptions Text Conventions This guide is intended for users who install the VeritiLink™ Remote Management Software and set up the connections between computers and Veriti™ Thermal Cyclers. This guide assumes that you have a working knowledge of the Microsoft® Windows® XP operating system and an Internet-based browser. This guide uses the following conventions: • Bold text indicates user action. For example: Type 0, then press Enter for each of the remaining fields. • Italic text indicates new or important words and is also used for emphasis. For example: Before analyzing, always prepare fresh matrix. • A right arrow symbol ( ) separates successive commands you select from a drop-down or shortcut menu. For example: Select File Open Spot Set. Right-click the sample row, then select View Filter View All Runs. VeritiLink™ Remote Management Software Installation Guide v Preface How to Obtain More Information User Attention Words Two user attention words appear in Applied Biosystems user documentation. Each word implies a particular level of observation or action as described below: Note: – Provides information that may be of interest or help but is not critical to the use of the product. IMPORTANT! – Provides information that is necessary for proper instrument operation, accurate chemistry kit use, or safe use of a chemical. Examples of the user attention words appear below: Note: You cannot upgrade the firmware while a run is in progress. IMPORTANT! You must upgrade the Veriti Thermal Cycler firmware in order to use all of the features of the VeritiLink Remote Management Software. How to Obtain More Information Related VeritiLink™ Software Documentation vi The following related documents are shipped with the software: • VeritiLink™ Remote Management Software Quick Reference Card (PN 4390856) – Provides brief, step-by-step procedures for creating and editing run methods and performing thermal cycler runs. It is designed to help you quickly learn to use the VeritiLink Software. • VeritiLink™ Remote Management Software Help – Describes the VeritiLink Software and provides procedures for common tasks. VeritiLink™ Remote Management Software Installation Guide Preface How to Obtain More Information A portable document format (PDF) version of this guide is also available on the VeritiLink Remote Management Software CD. Note: To open the user documentation included on the VeritiLink Remote Management Software software CD, use the Adobe® Acrobat® Reader® software available from www.adobe.com. Note: For additional documentation, see “How to Obtain Support” on page viii. Information About the Veriti™ Thermal Cycler Additional information is available in these documents, shipped with the Veriti Thermal Cycler: Obtaining Information from the Help System The VeritiLink Remote Management Software has a Help system that describes how to use each feature of the user interface. Access the Help system by clicking Help in the upper right corner of the VeritiLink Software window. • Applied Biosystems Veriti™ Thermal Cycler User Guide (PN 4375799) – Provides detailed instructions for using the thermal cycler to perform thermal cycling runs, along with information about installation, maintenance, and supplies. • Applied Biosystems Veriti™ Thermal Cycler Quick Reference Card (PN 4376863) – Provides a summary of information about the thermal cycler, its installation, and accessories. It is designed to help you quickly learn to use the Veriti Thermal Cycler. • Veriti Thermal Cycler Help – Provides procedures for common tasks on the Veriti Thermal Cycler. You can use the Help system to find topics of interest by: • Reviewing the table of contents • Searching for a specific topic • Searching an index VeritiLink™ Remote Management Software Installation Guide vii Preface How to Obtain Support Send Us Your Comments Applied Biosystems welcomes your comments and suggestions for improving its user documents. You can e-mail your comments to: [email protected] IMPORTANT! The e-mail address above is only for submitting comments and suggestions relating to documentation. To order documents, download PDF files, or for help with a technical question, go to www.appliedbiosystems.com, then click the link for Support. (See “How to Obtain Support” below). How to Obtain Support For the latest services and support information for all locations, go to www.appliedbiosystems.com, then click the link for Support. At the Support page, you can: • Search through frequently asked questions (FAQs) • Submit a question directly to Technical Support • Order Applied Biosystems user documents, MSDSs, certificates of analysis, and other related documents • Download PDF documents • Obtain information about customer training • Download software updates and patches In addition, the Support page provides access to worldwide telephone and fax numbers to contact Applied Biosystems Technical Support and Sales facilities. viii VeritiLink™ Remote Management Software Installation Guide Chapter 1 Getting Started Chapter 1 This chapter covers: ■ About VeritiLink™ Remote Management Software . . . . . . . . . 2 Getting Started ■ Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 ■ Network Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Chapter 3 Setting Up VeritiLink™ Software Chapter 4 Managing VeritiLink™ Software Chapter 5 Troubleshooting VeritiLink™ Remote Management Software Installation Guide 1 Chapter 1 Getting Started About VeritiLink™ Remote Management Software About VeritiLink™ Remote Management Software VeritiLink™ Software Features VeritiLink™ Remote Management Software (VeritiLink Software) is a web-based application that allows you to use your web browser to: • Create and edit run methods stored on a computer or a thermal cycler. • Perform and monitor thermal cycling runs on one or more networked Veriti™ Thermal Cyclers. In addition, VeritiLink Software can: • Monitor the verification status of your thermal cyclers and remind you when verifications are due. • Send email notifications when various run and instrument events occur on the thermal cyclers. System Components Hardware Components (Supplied by the User) All components must be connected to a network (see “Network Configuration” on page 3). • A NAT-enabled router or switch. • Computers, including at least one server. The server computer can also act as a client. • One or more Veriti Thermal Cyclers. • Ethernet cables to connect the hardware components to the network. • A network printer (optional). Software Components • VeritiLink Software. This software includes the following: – Apache Derby Database Server v10.2.2 – Memcache Cache Server v1.2.1 – Java Runtime Environment (JRE) v1.5 – Optionally, for systems with many clients and/or thermal cyclers, Apache Web Server v2.2 • Web browser on the server and each client computer 2 VeritiLink™ Remote Management Software Installation Guide Chapter 1 Getting Started Installation Overview Installation Overview The following steps are required to set up the VeritiLink Software system. See the corresponding page number for detailed instructions. • Set up the network for the thermal cyclers and server computer (see page 3) • Set up the thermal cyclers and connect them to the network (see page 7) • Install the VeritiLink Software server (see page 25) • Set up the VeritiLink Software with the Setup Wizard (see page 28) Network Configuration Suggested Configurations The suggested network configuration for VeritiLink Remote Management Software isolates the VeritiLink Software server and the thermal cyclers on their own mini-network. The router for this mini-network is connected to the company-wide network (see Figure 1). This configuration minimizes interference to: • The thermal cyclers and the server computer from other network traffic and/or attacks from external sources. • The company-wide network from the high volume of broadcast traffic from the thermal cyclers. Set up the router to allow http and https services on the server to be exposed to the external network through the router's IP address on the company network. VeritiLink™ Remote Management Software Installation Guide 3 Chapter 1 Getting Started Network Configuration VeritiLink™ Software server computer Router External (company) network Client computer Client computer Client computer Client computer Printer Figure 1 Suggested network configuration, with connectivity to the company network An alternative configuration is to connect the client PCs to the same router that the server and the thermal cyclers are connected to as shown in Figure 2. If only a few thermal cyclers are present, the server computer can also act as a client. Note: In this configuration, the VeritiLink Software cannot send email, unless a mail server is also installed on the server computer. 4 VeritiLink™ Remote Management Software Installation Guide Chapter 1 Getting Started Network Configuration Router Client computer Client computer VeritiLink™ Software server computer Printer Figure 2 Alternative configuration, with client PCs connected to mini-network, isolated from the company-wide network Other configurations are possible, but describing them is beyond the scope of this document. In general, be sure your configuration: • Assigns the server and the thermal cyclers to the same subnet. The server cannot locate and monitor the thermal cyclers unless they are all on the same subnet. • Meets your network’s security requirements. The communication between the thermal cyclers and the VeritiLink Software is unencrypted. • Allows the server computer to be available as required. (You may want to set up a redundant server in case the primary server fails unexpectedly. See the Apache documentation at www.apache.org for instructions.) IMPORTANT! Using VeritiLink Software on a server or client computer that is connected to a virtual personal network (VPN) is not supported. Using Previously Networked Thermal Cyclers You may have previously connected one or more Veriti Thermal Cyclers together by way of a switch in order to allow one thermal cycler to start a run on another thermal cycler. VeritiLink™ Remote Management Software Installation Guide 5 Chapter 1 Getting Started Network Configuration If this is true, connect a computer to the same switch to act as the server. Install the VeritiLink Software on this computer and connect the switch to your external network as shown in Figure 1. Using a Secure Network VeritiLink Software uses the http protocol by default. You can set up your system to use the https protocol instead. Note: When you are installing VeritiLink Software, choose the Apache web server. You will need to acquire an SSL certificate and set up the Apache server using instructions available at httpd.apache.org/docs/2.0/ssl. Setting the Server Name VeritiLink Software is accessed via a URL entered in the client’s web browser. The URL format is http://server.domain:port_num. Ensure the server is configured on your network so that it is accessible using DNS. By default, the port number is 80, but your system administrator can change this number as needed. Setting Up Email for the Server The VeritiLink Software Server can send email messages about instrument events to users if the mail server on your network uses SMTP. In addition, the server uses email to send information such as user names and passwords to users. Ask you system administrator for the IP address (or name) and port number for the outgoing mail server. If your outgoing mail server requires authentication, you may also need a user name and password. You also need an email address for the server. You can either: • Use the email address of the user who will act as the VeritiLink Software administrator. or • Use an email account created specifically for the VeritiLink Software server. Ask your system administrator to create an account for the server. You need the email address for this account when you set up the software. 6 VeritiLink™ Remote Management Software Installation Guide Chapter 2 Setting Up the Veriti™ Thermal Cyclers Chapter 1 Getting Started This chapter covers: ■ Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 ■ Instructions for Thermal Cyclers Already in Use. . . . . . . . . . . 8 ■ Upgrading the Firmware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 ■ Physically Connecting Thermal Cyclers to the Network . . . . 14 ■ Setting Up the Thermal Cycler . . . . . . . . . . . . . . . . . . . . . . . . 15 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Chapter 3 Setting Up VeritiLink™ Software Chapter 4 Managing VeritiLink™ Software Chapter 5 Troubleshooting VeritiLink™ Remote Management Software Installation Guide 7 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Overview Overview This chapter describes how to set up a Veriti™ Thermal Cycler so that it can be managed by VeritiLink™ Remote Management Software. For new Veriti Thermal Cyclers, follow these instructions: • “Upgrading the Firmware” on page 11 • “Physically Connecting Thermal Cyclers to the Network” on page 14 • “Setting Up the Thermal Cycler” on page 15 If you already use a Veriti Thermal Cycler, please read “Instructions for Thermal Cyclers Already in Use” on page 8. Instructions for Thermal Cyclers Already in Use If you already use one or more Veriti Thermal Cyclers in your lab, perform the following actions before you attempt to manage them with VeritiLink Software. • Update the firmware to version 1.2.0 (or greater) (see “Upgrading the Firmware” on page 11). • If the thermal cycler(s) are not already connected to the network, connect them (see page 14). • Change the setting in the Security screen to allow VeritiLink Software access (see page 19). In addition, read the sections below for important information about existing security and user accounts, if any. 8 VeritiLink™ Remote Management Software Installation Guide Chapter 2 Setting Up the Veriti™ Thermal Cyclers Instructions for Thermal Cyclers Already in Use About Existing Security Settings Both the Veriti Thermal Cycler and VeritiLink Software can be set up to require users to log in. Allowing VeritiLink Software to control a thermal cycler already in use does not change the security settings on the thermal cycler. Table 1 explains how the two security settings interact with private run methods stored on the Veriti Thermal Cycler. Table 1 Run method availability from VeritiLink™ Software for different “Login Required” settings Is Login is Required for the... Private Run Methods Available to VeritiLink™ Software ‡? Veriti™ Thermal Cycler? VeritiLink™ Software? Yes Yes Yes Yes No No No Yes No (initially no private run methods exist) Yes, after run methods have been created using VeritiLink Software § No No No All run methods are shared in this scenario. ‡ Assumes that the same user account is present in the software and on the thermal cycler. § To access these private run methods from the Veriti Thermal Cycler touchscreen, change the Require Login setting to Yes on the thermal cycler. About Existing User Accounts and Settings Allowing VeritiLink Software to control a thermal cycler already in use: • Does not change custom folders, any methods in the custom folders, or any shared run methods. • Disables user account management on the thermal cycler. Any changes to user accounts must be made using the VeritiLink Software. • Updates the user accounts as described below. VeritiLink™ Remote Management Software Installation Guide 9 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Instructions for Thermal Cyclers Already in Use User Account Interactions When a thermal cycler is added to VeritiLink Software, the software compares the user accounts on the thermal cycler to the user accounts in VeritiLink Software and reconciles them as described in Table 2, below. IMPORTANT! If you want the VeritiLink Software to have access to run methods stored in a user account on a Veriti Thermal Cycler, create a user account with the same user name in VeritiLink Software. Table 2 User account interactions for VeritiLink™ Software and Veriti™ Thermal Cyclers Is the Same User Account Present on the... Then... Veriti™ Thermal Cycler? VeritiLink™ Software? Yes Yes • VeritiLink Software user account overwrites the thermal cycler user account. • The user’s custom folders and the associated run methods on the thermal cycler are not changed. No Yes • VeritiLink Software user account is added to the thermal cycler. • After account is added, the user can create custom folders and run methods directly on the thermal cycler or using VeritiLink Software. Yes No • User account is not visible from VeritiLink Software. • The user’s custom folders and the associated run methods on the thermal cycler are not visible from VeritiLink Software. 10 VeritiLink™ Remote Management Software Installation Guide Chapter 2 Setting Up the Veriti™ Thermal Cyclers Upgrading the Firmware Upgrading the Firmware IMPORTANT! You must upgrade the Veriti Thermal Cycler firmware to version 1.2.0 or later in order to use all of the features of VeritiLink Remote Management Software. About the Upgrade You need a USB drive and, if your thermal cycler requires login, Administrator access to upgrade the firmware. Note: You cannot upgrade the firmware while a run is in progress. Obtaining the Veriti™ Thermal Cycler Firmware 1. On the thermal cycler, determine the version number of the existing firmware from the About the Instrument screen. a. Open the About the Instrument screen: • Touch Log Off to return to the Login Options screen, then touch About the Instrument. or • In the Main Menu screen, touch Settings Menu, then About the Instrument. The About the Instrument screen opens: VeritiLink™ Remote Management Software Installation Guide 11 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Upgrading the Firmware b. In the About the Instrument screen, find the version number of the firmware then touch About the Instrument screen. (Close) to close the 2. If the version of the firmware on the thermal cycler is less than 1.2.0, follow the steps below to download a new version of the firmware to a USB drive. Note: If the version of the firmware is 1.2.0 or greater, you may still want to download a newer version. The release notes (available from the Release Notes link) describe the changes in the firmware. a. In a web browser on a computer connected to the Internet, go to www.appliedbiosystems.com. b. Click Support, then Software Downloads. c. Select Veriti Thermal Cycler in the list, then click Firmware. d. Find the appropriate file. e. Insert the USB drive into the USB port on the computer. f. Click in the Software column to download the file. Select the USB drive as the location for the saved file. g. Remove the USB drive from the computer when the download is complete. Upgrading the Veriti™ Thermal Cycler Firmware 1. Insert the USB drive with the new firmware in the USB port on the front of the Veriti Thermal Cycler. 2. Log in to the thermal cycler as a user with administrative privileges. 3. In the Main Menu screen, touch Settings Menu. 4. In the Settings Menu screen, touch Admin Menu. 12 VeritiLink™ Remote Management Software Installation Guide Chapter 2 Setting Up the Veriti™ Thermal Cyclers Upgrading the Firmware 5. In the Admin Menu screen, touch Upgrade Firmware. The Firmware Upgrade screen opens: 6. Touch Source File to display a list of the files on the USB drive. Veriti system firmware files end with “.update”: 7. Touch the name of the file with the new firmware, then touch Select. VeritiLink™ Remote Management Software Installation Guide 13 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Physically Connecting Thermal Cyclers to the Network 8. Touch Upgrade, then Yes. When the upgrade process is complete, the message “Upgrade is completed. Please remove your USB device and reboot your instrument.” is displayed. 9. Remove the USB drive and power off the thermal cycler, using the switch on the back of the instrument. 10. Power on the instrument. Physically Connecting Thermal Cyclers to the Network To connect thermal cyclers to the network, you need one Ethernet cable for each thermal cycler. Connect the Ethernet cable to the Ethernet port on the back of the thermal cycler and connect the other end of the cable to the network. Ethernet port Figure 3 Rear view of Veriti™ Thermal Cycler 14 VeritiLink™ Remote Management Software Installation Guide Chapter 2 Setting Up the Veriti™ Thermal Cyclers Setting Up the Thermal Cycler Setting Up the Thermal Cycler Set Up Overview For each thermal cycler in the system, perform the following: • • • • Set the instrument name – page 15 Set the IP address – page 16 Set the date and time – page 18 Enable VeritiLink Software access – page 19 Note: You can print the run history, run reports, verification results, and/or a run method from the VeritiLink Software. If you also want to print directly from the thermal cycler, see the touchscreen help on the Veriti Thermal Cycler for instructions to set up a printer. Setting the Instrument Name In VeritiLink Software, the thermal cycler name appears in many places. By default the name is set to the thermal cycler serial number. You can change the name to something more descriptive so it will be easier to identify. To set the instrument name: 1. Log in to the thermal cycler as a user with administrative privileges. 2. In the Main Menu screen, touch Settings Menu. 3. In the Settings Menu screen, touch Admin Menu. VeritiLink™ Remote Management Software Installation Guide 15 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Setting Up the Thermal Cycler 4. In the Admin Menu screen, touch Set Instrument Name to open the Instrument Name screen: 5. Touch the field to display an editor. In the editor, enter the new name. Names cannot contain spaces and cannot be more than 24 alphanumeric characters or, for numeric-only names, 10 characters. 6. Touch Done, then OK to save your changes and return to the Admin Menu screen. Setting the IP Address The thermal cycler must have an IP address to be recognized on the network. You can choose to have a computer on the network dynamically assign the IP address or you can set a static IP address. Note: Ask your system administrator if the IP address is assigned statically or dynamically. For static addresses, you need to know the IP address for the thermal cycler, the subnet mask, and the default gateway. To set the IP address: 1. Log in to the thermal cycler as a user with administrative privileges. 16 VeritiLink™ Remote Management Software Installation Guide Chapter 2 Setting Up the Veriti™ Thermal Cyclers Setting Up the Thermal Cycler 2. In the Main Menu screen, touch Settings Menu. 3. In the Settings Menu screen, touch Admin Menu. 4. In the Admin Menu screen, touch Set IP Address. 5. In the IP Settings screen, set the IP address: • To assign the IP address dynamically – Touch Assign IP address dynamically (using DHCP). A check mark appears when DHCP is selected. or • To assign a static IP address – Touch Static, then enter the appropriate IP addresses for the thermal cycler, the subnet mask, and, optionally, the default gateway using the numeric editor. Addresses are in the form of X.X.X.X, where each X is a 3-digit number, from 001 to 255. For example: 192.166.001.100. 6. Touch Done, then OK to save your changes and return to the Admin Menu screen. VeritiLink™ Remote Management Software Installation Guide 17 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Setting Up the Thermal Cycler Setting the Date and Time The VeritiLink Software uses the date and time from the thermal cycler when reporting events and when determining if verifications are due. Because some lists are sorted by date and time in VeritiLink Software, if the date or time is not set correctly on the thermal cycler, information may not appear where you expect it. To set the date and time: 1. Log in to the thermal cycler as a user with administrative privileges. 2. In the Main Menu screen, touch Settings Menu. 3. In the Settings Menu screen, touch Admin Menu. 4. In the Admin Menu screen, touch Set Date & Time. 5. To set the date, touch Date, then enter today’s date, using the format YYYY-MM-DD. The thermal cycler automatically enters the “-”. 6. To set the time, touch Time, enter the current time using the format HH:MM, then touch AM or PM. The thermal cycler automatically enters the “:”. 7. Touch Done, then OK to save your changes and return to the Admin Menu screen. 18 VeritiLink™ Remote Management Software Installation Guide Chapter 2 Setting Up the Veriti™ Thermal Cyclers Setting Up the Thermal Cycler Enabling VeritiLink Software Control To allow VeritiLink Software to control the thermal cycler: 1. Log in to the thermal cycler as a user with administrative privileges. 2. In the Main Menu screen, touch Settings Menu. 3. In the Settings Menu screen, touch Admin Menu. 4. In the Admin Menu screen, touch Security. If you do not see the Allow VeritiLink Software Control option in the Security screen, the thermal cycler does not have the correct version of the firmware. Follow the instructions on page 11 to upgrade the firmware on the thermal cycler. 5. Touch Yes next to Allow VeritiLink Software Control to allow VeritiLink Software to manage this thermal cycler. VeritiLink™ Remote Management Software Installation Guide 19 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Setting Up the Thermal Cycler 6. As desired, reset the other options. These options apply only when the thermal cycler is accessed directly using the touchscreen. • To require each user to log in when using the instrument, touch Yes next to Require Login. Note: When Allow VeritiLink Software Control is Yes, user account management is disabled on the thermal cycler. Any changes to user accounts must be made using the VeritiLink Software. • To allow anyone to log in as a guest, touch Yes next to Enable Guest Account. A guest user can perform runs, view and print run methods, and run tests. Also, for run methods stored on a USB drive, a guest can create, view, edit, delete, save, and print run methods. A guest user cannot manage users or set instrument preferences. • To require users to enter a password when logging in, touch Yes next to Require Password. 7. Touch Done, then Yes in the dialog box asking you to restart the instrument. Power off the thermal cycler, using the switch in the back, then power on. The thermal cycler restarts, using the new security settings. 20 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Chapter 1 Getting Started This chapter covers: ■ Installing the VeritiLink™ Software. . . . . . . . . . . . . . . . . . . . 22 ■ Using the VeritiLink™ Software Setup Wizard. . . . . . . . . . . . 28 ■ Additional Setup Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 ■ Making Changes Without the Setup Wizard. . . . . . . . . . . . . . 46 ■ Using the VeritiLink™ Software Client. . . . . . . . . . . . . . . . . . 47 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Chapter 3 Setting Up VeritiLink™ Software Chapter 4 Managing VeritiLink™ Software Chapter 5 Troubleshooting VeritiLink™ Remote Management Software Installation Guide 21 Chapter 3 Setting Up VeritiLink™ Software Installing the VeritiLink™ Software Installing the VeritiLink™ Software Minimum Requirements The minimum requirements for the server depend on the number of clients and thermal cyclers that are connected to the network. Use the table below to identify your laboratory’s configuration and the appropriate requirements. Table 3 Software and hardware requirements for the VeritiLink™ Software server Minimum Requirements for Different Configurations Fewer than 5 users Average of 10 users Average of 20 users Up to 25 thermal cyclers 25 to 50 thermal cyclers 25 or more cyclers Computer • Intel Dual Core processor, 2.0 GHz • 1 GB RAM • 40 GB Hard Drive • Pentium D processor, 3.0 GHz • 2 GB RAM • 40 GB Hard Drive • Intel Xeon processor, 3.0 GHz • 2 GB RAM • 160 GB Hard Drive, with RAID 1 support Monitor 1024 × 768 pixels Operating System Microsoft Windows® XP operating system with Service Pack 2 or greater ‡ Web Browser • Microsoft Internet Explorer, v7.0 or greater § or • Mozilla Firefox, v2.0 or greater Component Microsoft Windows Server 2003 Operating System Note: Follow the instructions in “Web Browser Settings” on page 23, to unblock cookies and allow pop-up windows for VeritiLink Software. ‡ The VeritiLink Software server is not supported on Microsoft Windows® Vista operating system. § VeritiLink Software is not supported on Internet Explorer v6.0. 22 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Installing the VeritiLink™ Software Web Browser Settings Accepting Cookies VeritiLink™ Software requires that your browser accept cookies. By default both Internet Explorer and Mozilla Firefox accept cookies. If your browser is set to block cookies, use the browser’s online Help to find instructions to unblock cookies for VeritiLink Software. To selectively unblock cookies only for VeritiLink Remote Management Software, you need the URL for the VeritiLink Software server. Unblocking Pop-Up Windows VeritiLink Software requires that your browser allow pop-up windows. By default, both Internet Explorer and Mozilla Firefox block pop-up windows. To selectively unblock pop-up windows only for VeritiLink Remote Management Software, follow the instructions for your web browser. To unblock pop-up windows for Mozilla Firefox: 1. Click Tools Options. 2. In the Options dialog box, click Content. 3. Next to “Block pop-up windows”, click Exceptions. VeritiLink™ Remote Management Software Installation Guide 23 Chapter 3 Setting Up VeritiLink™ Software Installing the VeritiLink™ Software 4. In the Allowed Sites - Popups dialog, indicate the server: a. Enter the URL for the VeritiLink Software server in the Address of web site field. b. click Allow, and then Close. 5. In the Options dialog box, click OK. 24 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Installing the VeritiLink™ Software To unblock pop-up windows for Internet Explorer: 1. Click Tools Pop-up Blocker Pop-up Blocker Settings. 2. In the Pop-up Blocker Settings dialog box, indicate the server: a. Enter the URL for the VeritiLink Software server in the “Address of website to allow” field. b. Click Add, then Close. Installing the VeritiLink™ Software Server Note: To install the VeritiLink Software, you must be a member of the Administrators group on the server computer. To determine if you are an Administrator, click Start Control Panel User Accounts. Look for your user name in the list. 1. Insert the VeritiLink Remote Management Software CD into the CD drive. VeritiLink™ Remote Management Software Installation Guide 25 Chapter 3 Setting Up VeritiLink™ Software Installing the VeritiLink™ Software 2. Follow the instructions that appear on the screen. In the Select Features window of the installer, if you want to use https protocol and/or your laboratory has many clients or thermal cyclers, select Apache Web Server. Note: You can install Apache Web Server later by inserting the CD and selecting Modify in the Welcome screen. During the installation process, several command windows open and then close. When the installation is complete, the server starts automatically. To verify the server is running: 1. If needed, open your web browser. 2. Follow the instructions on “Web Browser Settings” on page 23 to unblock pop-up windows and accept cookies. 3. In the URL field, enter the server IP address or URL and press Enter. The initial screen opens. You can view the VeritiLink Software version number at the bottom of this screen. 26 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Installing the VeritiLink™ Software If the initial screen does not open, verify that the server is installed and running in the Services window: a. Click Start Control Panel Performance Maintenance and then double-click Services. Administrative Tools b. In the Services window that opens, verify that VRMS Database Server and VRMS Web Server are present in the list and their status is Started. If you installed the Apache Web Server, verify that it is also present in the list and its status is Started. If the VeritiLink Software services are not listed, restart the computer and check the Services window again. If they are still not shown, reinstall the software. If the server is installed but not running, follow the instructions in “Starting the VeritiLink™ Software Server” on page 27 to start the server. IMPORTANT! Only one instance of the VeritiLink Software should be running on the network at a time. 4. Go to “Using the VeritiLink™ Software Setup Wizard” on page 28 and use the Setup Wizard to set up the system. The server should remain running at all times. To stop the server, see “Stopping the VeritiLink™ Software Server” on page 52. Starting the VeritiLink™ Software Server The server is installed as a service that starts automatically, so you do not need to start it manually. If the server computer is rebooted, the server automatically restarts. If you need to manually start the server, follow these instructions. To manually start the server: Click Start All Programs Applied Biosystems VeritiLink Remote Management Software Start VRMS Services. The server is started. VeritiLink™ Remote Management Software Installation Guide 27 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard Using the VeritiLink™ Software Setup Wizard VeritiLink Remote Management Software provides a Setup Wizard to allow you to easily set up the software. You can also accomplish the same steps by following the instructions in “Making Changes Without the Setup Wizard” on page 46. Before You Use the Setup Wizard Ensure you can answer “Done” to each of the questions below before starting the Setup Wizard. Table 4 Setup Wizard Checklist Required Step See Is the VeritiLink™ Software installed? page 25 Is the VeritiLink Software server running? page 27 Have the required changes for cookies and pop-up windows been made to the web browser settings? page 23 Have all the steps in Chapter 2, “Setting Up the Veriti™ Thermal Cyclers,” been completed for each thermal cycler? page 7 Are the Veriti Thermal Cyclers connected to the network and are they turned on? page 14 Done? Do you have a list of all users (and their email addresses) who want to use VeritiLink Software? If you have existing user accounts on the Veriti Thermal Cycler for users who want to use VeritiLink Software, do you have their user names and their email addresses? page 9 Do you have the following information from your system administrator? page 6 • IP address and port of the email server • User name and password for the VeritiLink Software server 28 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard Starting the Setup Wizard 1. Open your web browser and enter the server IP address or URL in the URL field and press Enter. 2. In the initial screen, enter admin in the user name field and password in the password field, then click Log In. The Setup Wizard opens, with the Discover Instruments tab frontmost. Note: The Setup Wizard appears each time the default administrator user logs in to the software until the Finish button has been clicked. VeritiLink™ Remote Management Software Installation Guide 29 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard Identifying Veriti™ Thermal Cyclers on the Network In the Discover Instruments tab of the Setup Wizard, instruct the software to locate all Veriti Thermal Cyclers on the network and indicate which of them will be managed by VeritiLink Software. Note: Only Veriti Thermal Cyclers with Allow VeritiLink Software Control set to Yes can be managed by VeritiLink Remote Management Software. Figure 4 Discover Instruments tab in the Setup Wizard To identify thermal cyclers for monitoring with VeritiLink Software: 1. Click Discover Instruments and wait for VeritiLink Software to survey the network and identify the available thermal cyclers. 30 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard All thermal cyclers on the network are displayed in the window: Each thermal cycler shows a symbol in the upper left corner indicating its status: • – a stand-alone thermal cycler (one with Allow VeritiLink Software Control set to No). Stand-alone thermal cyclers cannot be managed by VeritiLink Software. • – a thermal cycler that can be managed by VeritiLink Software. By default this box is checked, indicating it is selected to be added to the system for monitoring. • – a thermal cycler with incompatible firmware. You must update the firmware and set Allow VeritiLink Software Control to Yes before this thermal cycler can be managed. VeritiLink™ Remote Management Software Installation Guide 31 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard For any thermal cycler that does not appear in this window: a. Verify the thermal cycler is powered on. b. Verify that the IP address for the thermal cycler is correct. c. Verify that the Allow VeritiLink Software Control setting (in the Security screen on the thermal cycler) is Yes (see “Enabling VeritiLink Software Control” on page 19). d. Verify the Ethernet cables are connected to the missing thermal cycler and the network. e. Restart the missing thermal cycler. f. Click Discover Instruments again. 2. For any thermal cycler you do not want to manage with VeritiLink Software, deselect the check box in the upper left corner. 3. When you are done, click Next Step to go to the Manage Groups tab. 32 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard Managing Groups (Optional) What is a Group? A group is a way to organize your instruments in VeritiLink Software. You can create groups based on application, thermal cycler location, lab manager, or any other criteria. After you have created groups and assigned thermal cyclers to them, you can view a single group at a time. In the Manage Groups tab of the Setup Wizard, you can create groups and assign thermal cyclers to them. Figure 5 The Manage Groups tab in the Setup Wizard Note: Groups are optional in VeritiLink Software. You are not required to create groups or to assign a thermal cycler to groups in order to use VeritiLink Software. VeritiLink™ Remote Management Software Installation Guide 33 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard To create one or more groups: 1. Enter the number of new groups to create, then click Add Group(s). 2. Optionally, edit the Group Name field and/or the # of Instruments in Group field as desired. Click Update Groups to display the changes on the right. To delete a group: 1. Click (Delete). 2. In the dialog box that opens, click Delete Group. The group is deleted. 34 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard To assign thermal cyclers to a group: 1. Click the Assign Instruments to Group tab. The thermal cyclers that are not assigned to a group are shown on the left and the available groups are shown on the right. 2. Click one of the unassigned thermal cyclers. The selected thermal cycler and the empty spaces in the groups are outlined in orange. 3. Click the desired position in the group for the thermal cycler. The thermal cycler is removed from the list of unassigned thermal cyclers, and it appears in the group. 4. Repeat steps 2 and 3 for all thermal cyclers that you want to assign to a group. VeritiLink™ Remote Management Software Installation Guide 35 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard 5. To move a thermal cycler from one group to another, click thermal cycler, then click an empty spot in the other group. 6. When you are done, click Next Step to go to the Set Up Security and User Accounts tab. To remove a thermal cycler from a group: 1. Click the thermal cycler you want to remove. Ctrl-click to select more than one instrument. 2. Click Unassign Instrument(s). The thermal cycler appears in the Unassigned Instruments list on the left. To remove a space from a group: Click the space you want to remove, then click Remove Space. 36 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard Setting Up Security and User Accounts In the Set Up Security and User Accounts tab of the Setup Wizard, you enter information about the email server, and indicate if VeritiLink Software will require users to log in to use the software and create user accounts. Figure 6 The Set Security & Create User Accounts tab in the Setup Wizard Setting Up Security and User Accounts About the Email Settings The VeritiLink Software server can send email if there is an email server accessible to the computer running the VeritiLink Software server. The email server must support SMTP. To set up the email server and security, you need: • The IP address (or name) and port for the mail server VeritiLink™ Remote Management Software Installation Guide 37 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard • If the outgoing email server requires authentication, the user name and password for the email server. • The email address for the VeritiLink Software sever. All user account and password requests are sent to this address. This email address is also used as the return address for any message sent to the user from the software. Use the email address of: – the person who will administer the software. or – a specific email address for the server, as described in “Setting Up Email for the Server” on page 6. About Security and User Accounts By default, security settings for VeritiLink Software are enabled, requiring users to have a user name and password to log in. The Setup Wizard allows you to create user accounts for the system users. You can also create user accounts later, in the Admin tab. See Table 1, “Run method availability from VeritiLink™ Software for different “Login Required” settings,” on page 9 to understand how the security settings in VeritiLink Software interact with the security settings on the thermal cyclers. To set up email settings, security, and user accounts: 1. Enter the email server information: • Enter the IP address and port for the outgoing mail server. • Indicate if the mail server requires authentication, and if so, enter the user name and password for the VeritiLink Software server. • Indicate if the mail server requires a secure connection. 2. Enter the security settings: • To require each user to log in when using the instrument, touch Yes next to Require Login. You must create a user account for each user. 38 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard • To allow anyone to log in as a guest, click Yes next to Allow Guest Login. A guest user can perform runs and view and print run methods. • To allow users to log in without entering a password, touch No next to Require Password. 3. Edit the email address for the VeritiLink Software server. a. Click the row in the table for the user named “admin”, then click Edit User. b. In the Edit User dialog box, enter the email address for the VeritiLink Software server and then click Save New User. 4. For each new user account to add, enter user information: IMPORTANT! If you want the VeritiLink Software to have access to run methods stored in a user account on a Veriti Thermal Cycler, you must create a user account with the exact same user name in VeritiLink Software. a. Click Create New User. b. Enter the user name, access level (see Table 5 on page 40), and email address for the new user. c. Optionally, edit the password. The software automatically generates a password. You can edit the password. VeritiLink™ Remote Management Software Installation Guide 39 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard d. Optionally, enter a telephone number. e. When you are done, click Save New User. 5. When you have created user accounts, click Next Step to go to the Set Up Verification Reminders tab. User Access Levels When login is required, each VeritiLink Software user is assigned an access level. All types of users can perform thermal cycling runs, but other permissions depend on the user’s access level. Table 5 User access levels in VeritiLink™ Software Access Level Available Functions Limited User • Logs in with user name and password • Edits run methods, but cannot save them • Performs thermal cycling runs User • • • • • Administrator All User functions and: • • • • • • • • Guest Logs in with user name and password Creates, edits, saves, and deletes run methods Performs thermal cycling runs Configures notification and verification settings for themselves Configures the default view of the Instruments tab for themselves Manages thermal cyclers in the system by adding or removing Creates, edits, and deletes groups; assigns thermal cyclers to them Configures email settings and security settings for all users Configures notification and verification settings for all users Configures automatic export of verification information and run history Configures the default view of the Instruments tab for the system Receives email requests for user accounts Creates, edits, and deletes user accounts Note: Guest login is only available when “Allow Guest Login” is Yes in the Security settings. • Logs in without a user name or password • Edits run methods, but cannot save them • Performs thermal cycling runs 40 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard Setting Up Verification Reminders What are Verifications? Verifications are tests you perform on the Veriti Thermal Cycler. The VeritiLink Software keeps track of the results and, optionally, reminds you when the verification is next due. In the Set Up Verification Reminders step of the Setup Wizard, indicate the verifications that you want to be reminded of (if any), the interval between verifications, and when reminders appear. Figure 7 The Set Up Verification Reminders tab in the Setup Wizard VeritiLink™ Remote Management Software Installation Guide 41 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard To enable verification reminders: 1. Click Enable Verification Settings to indicate that you want VeritiLink Software to display reminders for verifications. 2. For each verification, set the reminder and expiration intervals: a. Check the check box to select the verification. b. Enter the number of days between verifications. The default interval is one year. c. Enter the number of days before the verification’s expiration to display a reminder. The default is one week. 3. When you are done, click Next Step to go to the Set Up Notifications tab. 42 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard Setting Up Email Notifications What are Notifications? Notifications are email messages sent to users and administrators by VeritiLink Software. These messages can contain information about a run in progress or other information about the instrument. In the Set Up Notifications step of the Setup Wizard, you indicate which messages are sent and to whom. Figure 8 The Set Up Notifications tab of the Setup Wizard VeritiLink™ Remote Management Software Installation Guide 43 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard To set up email notifications for instrument events and verifications: 1. Click Enable Notification Settings to indicate that you want VeritiLink Software to send email notifications for various events. 2. Check each event for which you want to send notifications. Optionally, click Check All or Uncheck All to quickly change the setting for all events. 3. Select to whom the notifications are sent: • From the list of users, click Add. The list of email addresses comes from the list of users created in the Set Up Security and Users tab. and/or • Manually enter up to five email addresses (separated by commas) in the field to the right to send messages to someone who is not in the list. Note: Each user can set up email notifications in addition to those set up by the administrator. The VeritiLink Software checks to ensure duplicate messages are not sent. 4. When you are done, click Finish. All information is saved. Any new user account information is sent to the thermal cyclers as described in Table 2, “User account interactions for VeritiLink™ Software and Veriti™ Thermal Cyclers,” on page 10. If a thermal cycler is not available, the account information is sent to the thermal cycler the next time the thermal cycler is available. 44 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Setup Wizard The VeritiLink Software main window opens, with all of the thermal cyclers in the system displayed. VeritiLink™ Remote Management Software Installation Guide 45 Chapter 3 Setting Up VeritiLink™ Software Additional Setup Options Additional Setup Options After completing the Setup Wizard you may want to change some additional settings. • Automatic export of verification results – By default, a week’s worth of records are retained in the system. See page 56 for instructions on changing the number of days records are retained. • Automatic export of the run history – By default, a week’s worth of records are retained in the system. See page 57 for instructions on changing the number of days records are retained. • The image used to represent a thermal cycler in the software – You can customize the image used for each thermal cycler in the system. See page 58 for instructions. Making Changes Without the Setup Wizard This table describes how you can access various Setup Wizard functions from the VeritiLink Software client. If your system requires login, you must have administrative privileges to access most of these settings. Table 6 Setup Wizard functions available from the VeritiLink™ Software client Setup Wizard Function Equivalent Function Discover Instruments Click Manage Instruments Discover Instruments on Network. Manage Groups Click Setting Up Security and User Accounts Security and email settings: Click Administration tab. Manage Instruments Manage Groups. Preferences, then click the User Accounts: Click the Admin tab. 46 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Client Table 6 Setup Wizard functions available from the VeritiLink™ Software client (continued) Setup Wizard Function Equivalent Function Setting Up Verification Reminders In the Instruments tab, select one or more thermal cyclers, then click Settings Verification Settings. (The reminders apply only to the selected instruments.) Setting Up Email Notifications In the Instruments tab, select one or more thermal cyclers, then click Settings Notification Settings. (The notifications apply only to the selected instruments,) Using the VeritiLink™ Software Client Minimum Requirements The following table lists the minimum requirements for computers accessing the VeritiLink Software as clients. Table 7 Software and hardware requirements for the VeritiLink™ Software client Component Minimum Requirements Computer • • • • Pentium 4 processor 512 MB RAM 10/100 NIC with RWU (internal) 1 GB Hard Drive Monitor 1024 × 768 pixels Operating System Microsoft Windows® XP operating system with Service Pack 2 or greater ‡ Web Browser • Internet Explorer, v7.0 or greater § or • Mozilla Firefox, v2.0 or greater Note: Follow the instructions in “Web Browser Settings” on page 23 to unblock cookies and allow pop-up windows for VeritiLink™ Software. ‡ The VeritiLink Software client is not supported on Microsoft Windows® Vista operating system. § VeritiLink Software is not supported on Internet Explorer v6.0. VeritiLink™ Remote Management Software Installation Guide 47 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Client Starting the VeritiLink™ Software Client 1. Start the VeritiLink Software client from an open web browser. In the URL field, enter the server IP address or URL and press Enter. The VeritiLink Software opening screen is displayed. There are two versions of the screen, depending upon whether or not login is required for the software. Figure 9 Opening screen, when login is required 48 VeritiLink™ Remote Management Software Installation Guide Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Client Figure 10 Opening screen, when no login is required 2. Open VeritiLink Software: • If login is required and you have a user name and password, enter them and click Log In. • If login is required and you need an account, enter information in the Request Account area and click Request. The VeritiLink Software administrator will contact you when your account has been created. • If login is not required, click Launch. VeritiLink™ Remote Management Software Installation Guide 49 Chapter 3 Setting Up VeritiLink™ Software Using the VeritiLink™ Software Client 50 VeritiLink™ Remote Management Software Installation Guide Chapter 4 Managing VeritiLink™ Software Chapter 1 Getting Started This chapter covers: ■ Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 ■ Stopping the VeritiLink™ Software Server . . . . . . . . . . . . . . . 52 ■ Maintaining the VeritiLink™ Software . . . . . . . . . . . . . . . . . . 53 ■ Other Administrative Functions . . . . . . . . . . . . . . . . . . . . . . . 55 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Chapter 3 Setting Up VeritiLink™ Software Chapter 4 Managing VeritiLink™ Software Chapter 5 Troubleshooting VeritiLink™ Remote Management Software Installation Guide 51 Chapter 4 Managing VeritiLink™ Software Logging Out Logging Out In the upper right corner of the browser window, click . The login window comes to the front. The server continues running and any run in process continues. Note: If you close the browser with , instead of logging out, it is possible for someone else to connect to VeritiLink™ Software using the browser on your computer without logging in. Stopping the VeritiLink™ Software Server IMPORTANT! If you stop the VeritiLink Software Server while a run is in process, the run continues but no status messages or run information will be available for viewing in VeritiLink Software. 1. If you are logged in, click . 2. Click Start All Programs Applied Biosystems VeritiLink Remote Management Software Stop VRMS Services. The server is stopped. Any thermal cycling runs in progress continue. When you restart the server, it continues monitoring any runs in progress. 52 VeritiLink™ Remote Management Software Installation Guide Chapter 4 Managing VeritiLink™ Software Maintaining the VeritiLink™ Software Maintaining the VeritiLink™ Software Backing Up System Data Back up your data regularly, using whatever method your system administrator suggests. Table 8 VeritiLink™ Software files you may want to back up File Contents User information and system settings Stored on... VeritiLink Software server Path C:\Applied Biosystems\VRMS\vrmsweb\db ‡ Exported verification results C:\Applied Biosystems\VRMS\Export\ VerificationReports‡ Exported run reports C:\Applied Biosystems\VRMS\Export\ RunReports‡ Run methods Any computer Any directory Run methods, instrument settings and user information Veriti Thermal Cycler Use the Back Up Methods & Settings function in the Admin menu to back up information from the thermal cycler to a USB drive. ‡ Assumes VeritiLink Software is installed in the default location. Managing User Accounts You can add, edit or delete user accounts in the Admin tab. When users request an account, their name and email address appears in the area above the table of users. Note: If your system is not set up to require login, the Admin tab is not visible. 1. Log in as a user with administrative privileges. 2. Click the Admin tab. VeritiLink™ Remote Management Software Installation Guide 53 Chapter 4 Managing VeritiLink™ Software Maintaining the VeritiLink™ Software The Admin tab comes to the front: 3. To add a user account: a. Click Create New User in the upper left corner of the window or Create Account in the white message area above the table of users. b. Enter the user name, access level (see Table 5 on page 40), and email address for the new user. c. Optionally, edit the password and/or enter a telephone number. d. When you are done, click Save New User. The new account is created and is sent to all thermal cyclers managed by VeritiLink Software. If a thermal cycler is not immediately available, the account information is written to the thermal cycler the next time the thermal cycler is available. 54 VeritiLink™ Remote Management Software Installation Guide Chapter 4 Managing VeritiLink™ Software Other Administrative Functions 4. To deny an account request: a. Click Deny Request in the white message area above the table of users. b. In the dialog box that opens, click Deny. The software sends the user an email message informing them their account request was denied. 5. To edit a user account: a. Click the row in the table to select the user to be edited, then click Edit User. b. In the window that opens, edit the information as desired and then click Save User. The changes are saved and sent to all thermal cyclers managed by VeritiLink Software. 6. To delete a user account: a. Click the row in the table for the user account to be deleted. Ctrl-click to select more than one account. b. Click Delete User. c. In the dialog box that opens, click Delete. The user account is deleted from VeritiLink Software. The user account and any custom folders and their associated run methods are also deleted on all thermal cyclers managed by VeritiLink Software. Any notifications set up for that user are also deleted. Other Administrative Functions The following VeritiLink Software functions are only available to users with administrative privileges. See the corresponding page for more information: • Changing the settings for the automatic export of: – Verification results – page 56 – Run reports – VeritiLink™ Remote Management Software Installation Guide 55 Chapter 4 Managing VeritiLink™ Software Other Administrative Functions • Changing the image used to represent a thermal cycler in the Instruments tab – page 58 • Removing thermal cyclers from the system – page 59 Automatically Exporting Verification Results VeritiLink Software is set up so verification results for the past seven days can be viewed in the Verification History tab. Any verification results older than seven days are exported and, optionally, deleted from the Verification History. You can change the number of days that the verification results are retained in the system. To change the settings for retaining verification results: 1. Log in as a user with administrative privileges. 2. If needed, click (the pane separator) to display the Status Messages pane, then click Verification History to bring the tab to the front. 3. Click Automated Export Settings. 4. In the Automated Export Settings window that opens, change the interval: a. Enter the number of days the verification results should be retained in the Maintain records for X days field. b. Optionally, check Delete verification results from Verification History after successful export to delete the results from VeritiLink Software after the export. c. Click Save. Verification results that are older than the number of days in the Maintain records for X days field are exported once a day, at midnight. The exported results are text files named VerificationReport_InstrumentName_TestName_YYYYMMDDhhmm ss.txt, where YYYYMMDDhhmmss is the date and time of the export. By default, the files are exported to the folder C:\Applied Biosystems\VRMS\Export\VerificationReports (unless the VeritiLink Software is installed in another location). 56 VeritiLink™ Remote Management Software Installation Guide Chapter 4 Managing VeritiLink™ Software Other Administrative Functions Automatically Exporting Run Reports VeritiLink Software is set up so run reports for the past seven days can be viewed in the Run History tab. Any run reports older than seven days are exported and, optionally, deleted from the Run History. You can change the number of days that the run reports are retained in the system. To change the settings for retaining the run reports: 1. Log in as a user with administrative privileges. 2. Click the Run Reports tab, then click Settings. Automated Export 3. In the Set Automated Export Parameters window that opens, change the length of time that the record are kept: a. Enter the number of days the run reports should be retained in the Maintain records for X days field. b. Optionally, check Delete run reports from Run History after successful export to delete the run reports from VeritiLink Software after the export. c. Click Save. Records that are older than the number of days in the Maintain records for X days field are exported once a day, at midnight. The exported run reports are text files, named InstrumentName_RunID_MethodName.txt. By default, the files exported to the folder C:\Applied Biosystems\VRMS\Export\RunReports (unless the VeritiLink Software is installed in another location). VeritiLink™ Remote Management Software Installation Guide 57 Chapter 4 Managing VeritiLink™ Software Other Administrative Functions Customizing the Image for a Thermal Cycler Various views in VeritiLink Software display an image for each thermal cycler in the system. By default, the image in Figure 11 is used for all thermal cyclers. If you want, you can use a different image for each thermal cycler. You can also choose to use no image. Figure 11 Default thermal cycler image in VeritiLink Software To edit the thermal cycler image: 1. Log in as a user with administrative privileges. 2. Click the thermal cycler to select it in the Instruments tab. Manage Instruments Edit Selected Instrument to 3. Click display the Edit Instrument dialog box. 4. In the Edit Image dialog box, choose one of the following: • To display no image, click No image. • To use the default image, click System Default. • To use a custom image, click Custom Image, then Browse. In the File Open dialog box that opens, find the image file you want to use, then click Open. Note: The image must be 1 MB or smaller. Small and simple images work best. 5. Click Save. 58 VeritiLink™ Remote Management Software Installation Guide Chapter 4 Managing VeritiLink™ Software Other Administrative Functions Removing a Thermal Cycler from Monitoring You can remove a thermal cycler from being managed by VeritiLink Software. To remove a thermal cycler from being monitored: 1. Log in as a user with administrative privileges. 2. In the Instruments tab, click the thermal cycler to select it. Ctrlclick to select more than one thermal cycler. 3. In the menu bar, click Manage Instruments Selected Instrument(s). Delete 4. In the dialog box that opens, click Delete Instruments. The selected thermal cycler is deleted from the Instruments tab and is no longer monitored by VeritiLink Software. Any user accounts and their private methods remain on the thermal cycler. If you want to monitor a thermal cycler that you have removed, click Manage Instruments Discover Instruments on Network and then check the check box in the upper left corner for the thermal cycler. VeritiLink™ Remote Management Software Installation Guide 59 Chapter 4 Managing VeritiLink™ Software Other Administrative Functions 60 VeritiLink™ Remote Management Software Installation Guide Chapter 5 Troubleshooting Chapter 1 Getting Started This chapter covers: ■ Troubleshooting Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Chapter 2 Setting Up the Veriti™ Thermal Cyclers Chapter 3 Setting Up VeritiLink™ Software Chapter 4 Managing VeritiLink™ Software Chapter 5 Chapter 5 Troubleshooting VeritiLink™ Remote Management Software Installation Guide 61 Chapter 5 Troubleshooting Troubleshooting Table Troubleshooting Table Observation Possible Cause Recommended Action Allow VeritiLink Software Control setting not shown in Security screen on Veriti™ Thermal Cycler Firmware has not been upgraded Upgrade the firmware (see “Upgrading the Firmware” on page 11) After entering the VeritiLink™ Software URL in the browser window: The server computer is turned off or disconnected from the network In a command window, use the “ping” command to verify the server computer can be accessed over the network. (You need the IP address or name of the computer.) • “This page cannot be displayed” message (for Internet Explorer users) • “Unable to connect” message (for Firefox users) If not, restart the server computer and check the Ethernet cables. The VeritiLink Software server is not running Check the Processes tab in the Windows Task Manager on the sever computer for wrapper.exe (should be listed twice), memcached.exe, and httpd.exe to verify the VeritiLink Software is running. If not, restart the server (see “Starting the VeritiLink™ Software Server” on page 27). Web browser timed out waiting for server response • Verify that server computer is not busy with non-VeritiLink Software tasks • Improve network traffic Server computer’s IP address has changed Use the “ipconfig” command to determine the server IP address and use it as the VeritiLink Software URL. To permanently remedy the problem, verify that the server computer IP address is static so it does not change when the computer is restarted. Ports required by VeritiLink Software in use by other software 62 VeritiLink Software uses ports 80 and 1527. Contact your system administrator for help resolving this issue. VeritiLink™ Remote Management Software Installation Guide Chapter 5 Troubleshooting Troubleshooting Table Observation Possible Cause Recommended Action After entering the VeritiLink Software URL in the browser window, an empty browser window opens Pop-up windows blocked Follow the instructions in “Unblocking Pop-Up Windows” on page 23 for your browser Cookies blocked Follow the instructions in “Accepting Cookies” on page 23 for your browser After entering the VeritiLink Software URL in the browser window, page for a different software program appears Ports required by VeritiLink Software in use by other software VeritiLink Software uses ports 80 and 1527. Layout of windows in client seems incorrect Using Microsoft Internet Explorer v6.0 • Install Internet Explorer v7.0 • Install Mozilla Firefox v2.0 Browser shows scroll bars after logging into VeritiLink Software Screen resolution less than 1280 × 1024 Change the screen resolution to 1280 × 1024 or greater. Thermal cycler not shown in Discover Instruments step Cables loose, disconnected or bad • Check that cables are connected • In a command window, use the “ping” command to verify that the thermal cycler can be accessed over the network Router off or hung • Check that router is powered on • Power off router, wait 10 seconds, then power on router Thermal cycler is powered off Power on thermal cycler Virtual Personal Network (VPN) running on server or client computer Disconnect from VPN and try again Thermal cycler not on same subnet as server Follow the instructions in “Setting the IP Address” on page 16” and assign the thermal cycler an IP address in same subnet as the server Contact your system administrator for help resolving this issue. VeritiLink™ Remote Management Software Installation Guide 63 Chapter 5 Troubleshooting Troubleshooting Table Observation Can’t see thermal cycler in previously present in Instruments tab of VeritiLink Software Possible Cause Cables loose or disconnected Check that cables are connected Router off or hung • Check that router is powered on • Power off router, wait 10 seconds, then power on router Allow VeritiLink Software Control no longer set to Yes on thermal cycler Change Allow VeritiLink Software Control setting on thermal cycler to Yes (see “Enabling VeritiLink Software Control” on page 19), then follow instructions to identify instruments Thermal cycler powered off Power on thermal cycler Two or more thermal cyclers with same name in Instruments tab of VeritiLink Software No email notifications received 64 Recommended Action Rename one of the thermal cyclers (see “Setting the Instrument Name” on page 15) Email server settings incorrect • In a command window, use the “ping” command to verify the email server computer can be accessed over the network. (You need the IP address or name of the computer.) If not, restart the server computer and check the Ethernet cables. • Check email server settings in VeritiLink Software. • Verify with your system administrator that the VeritiLink Software server has an email account. • Verify that the VeritiLink Software server user name and password are correct in VeritiLink Software. Email address incorrect for user who should receive messages Check user’s email address in the Admin tab in the VeritiLink Software Email program considers VeritiLink Software spam Add the VeritiLink Software server as a trusted email address VeritiLink™ Remote Management Software Installation Guide Chapter 5 Troubleshooting Troubleshooting Table Observation Possible Cause Recommended Action No notifications for “Verification Due” or “Verification Expired” received, but other notifications are correct Verification Reminders not set up correctly • Verify expiration dates are correct • Verify date and time on thermal cycler and computer are both correct Entries missing in Status Messages table or Verification History table Date and time incorrect on thermal cycler • To view the entries, try clicking Prev Week or Next Week in the Status Reports tab or searching for the thermal cycler by name • To permanently remedy the problem, set the date and time on the thermal cycler (see “Setting the Date and Time” on page 18) to match the date and time on the server computer Can’t log in to Veriti Thermal Cycler User information on thermal cycler overwritten with user information from VeritiLink Software • When creating a user on VeritiLink Software, ensure that the user name exactly matches user name for existing thermal cycler user account • Use the password from VeritiLink Software Can’t change password or other user information from Veriti Thermal Cycler When Allow VeritiLink Software Control is set to Yes, the Manage Users button on the Admin Menu screen is not shown Make changes to user information using VeritiLink Software Can access VeritiLink Software without logging in even though system is set to require log in Web browser closed with the close button instead of logging out Always click Software. VeritiLink™ Remote Management Software Installation Guide to leave VeritiLink 65 Chapter 5 Troubleshooting Troubleshooting Table 66 VeritiLink™ Remote Management Software Installation Guide Appendix A Software Warranty Information This appendix covers: ■ Computer Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 ■ Applied Biosystems End User Software License Agreement 68 ■ Limited Warranty and Limitation Of Remedies . . . . . . . . . . . 72 VeritiLink™ Remote Management Software Installation Guide 67 Appendix A Software Warranty Information Computer Configuration Computer Configuration Applied Biosystems supplies or recommends certain configurations of computer hardware, software, and peripherals for use with its instrumentation. Applied Biosystems reserves the right to decline support for or impose extra charges for supporting nonstandard computer configurations or components that have not been supplied or recommended by Applied Biosystems. Applied Biosystems also reserves the right to require that computer hardware and software be restored to the standard configuration prior to providing service or technical support. For systems that have built-in computers or processing units, installing unauthorized hardware or software may void the Warranty or Service Plan. Applied Biosystems End User Software License Agreement NOTICE TO USER: PLEASE READ THIS DOCUMENT CAREFULLY. THIS IS THE CONTRACT BETWEEN YOU AND APPLERA CORPORATION, ACTING THROUGH ITS APPLIED BIOSYSTEMS GROUP, REGARDING THIS SOFTWARE PRODUCT. THIS AGREEMENT CONTAINS WARRANTY AND LIABILITY DISCLAIMERS AND LIMITATIONS. YOUR INSTALLATION AND USE OF THIS APPLIED BIOSYSTEMS SOFTWARE IS SUBJECT TO THE TERMS AND CONDITIONS CONTAINED IN THIS END USER SOFTWARE LICENSE AGREEMENT, AND YOU WILL BE BOUND BY THESE TERMS AND CONDITIONS IF YOU INSTALL AND USE THE SOFTWARE. IF YOU DO NOT AGREE TO THESE TERMS AND CONDITIONS, YOU SHOULD PROMPTLY RETURN THIS SOFTWARE, TOGETHER WITH ALL PACKAGING, TO APPLIED BIOSYSTEMS AND YOUR PURCHASE PRICE WILL BE REFUNDED. This Applied Biosystems End User License Agreement accompanies an Applied Biosystems software product (“Software”) and related explanatory materials (“Documentation”). The term “Software” also includes any upgrades, modified versions, updates, additions and copies of the Software licensed to you by Applied Biosystems. The term “Applied Biosystems,” as used in this License, means Applera Corporation, acting through its Applied Biosystems Group. The term “License” or “Agreement” means this End User Software License Agreement. The term “you” or “Licensee” means the purchaser of this license to the Software. 68 VeritiLink™ Remote Management Software Installation Guide Appendix A Software Warranty Information Applied Biosystems End User Software License Agreement Title Copyright License Title, ownership rights and intellectual property rights in and to the Software and Documentation shall at all times remain with Applera Corporation and its subsidiaries, and their suppliers. All rights not specifically granted by this License, including Federal and international copyrights, are reserved by Applera Corporation or their respective owners. The Software, including its structure, organization, code, user interface and associated Documentation, is a proprietary product of Applera Corporation or its suppliers, and is protected by international laws of copyright. The law provides for civil and criminal penalties for anyone in violation of the laws of copyright. Use of the Software 1. Subject to the terms and conditions of this Agreement, Applied Biosystems grants the purchaser of this product a non-exclusive license only to install and use the Software on a single computer (or in a single network, if your Software is designated as a network version). You may transfer the Software to another single computer (or network, if a network version), but the Software may never be installed on more than one computer (or more than one network, if a network version) at any one time. 2. If the Software uses registration codes, access to the number of licensed copies of Software is controlled by a registration code. For example, if you have a registration code that enables you to use three copies of Software simultaneously, you cannot install the Software on more than three separate computers. 3. You may make one copy of the Software in machine-readable form solely for backup or archival purposes. You must reproduce on any such copy all copyright notices and any other proprietary legends found on the original. You may not make any other copies of the Software. Third Party Products This Software uses third-party software components from several sources. Portions of these software components are copyrighted and licensed by their respective owners. Various components require distribution of source code or if a URL is used to point the end-user to a source-code repository, and the source code is not available at such site, the distributor must, for a time determined by the license, offer to provide the source code. In such cases, please contact your Applied Biosystems representative. As well, various licenses require that end-user receive a copy of the license. Such licenses may be found on the distribution media in a folder called “Licenses”. In order to use this Software, the end-user must abide by the terms and conditions of these third-party licenses. After installation, the licenses may also be found in a folder named “Licenses” located in the Software installation's root directory. VeritiLink™ Remote Management Software Installation Guide 69 Appendix A Software Warranty Information Applied Biosystems End User Software License Agreement Restrictions 1. You may not copy, transfer, rent, modify, use or merge the Software, or the associated documentation, in whole or in part, except as expressly permitted in this Agreement. 2. You may not reverse assemble, decompile, or otherwise reverse engineer the Software. 3. You may not remove any proprietary, copyright, trade secret or warning legend from the Software or any Documentation. 4. You agree to comply fully with all export laws and restrictions and regulations of the United States or applicable foreign agencies or authorities. You agree that you will not export or reexport, directly or indirectly, the Software into any country prohibited by the United States Export Administration Act and the regulations thereunder or other applicable United States law. 5. You may not modify, sell, rent, transfer (except temporarily in the event of a computer malfunction), resell for profit, or distribute this license or the Software, or create derivative works based on the Software, or any part thereof or any interest therein. Notwithstanding the foregoing, if this Software is instrument operating software and if this Software does not include Oracle Corporation products, you may transfer this Software to a purchaser of the specific instrument in or for which this Software is installed in connection with any sale of such instrument, provided that the transferee agrees to be bound by and to comply with the provisions of this Agreement. Oracle Corporation prohibits any transfer of Oracle Corporation products embedded in the Software. If this Software includes Oracle Corporation products, please contact Applied Biosystems to obtain replacement operating software in connection with any sale of the instrument. A re-licensing fee may be charged for any such replacement operating software. (See “Third Party Products” above to determine if the Software includes Oracle Corporation products. If Oracle Corporation is not listed, the Software does not include Oracle Corporation products.) Trial If this license is granted on a trial basis, you are hereby notified that license management software may be included to automatically cause the Software to cease functioning at the end of the trial period. 70 VeritiLink™ Remote Management Software Installation Guide Appendix A Software Warranty Information Applied Biosystems End User Software License Agreement Termination You may terminate this Agreement by discontinuing use of the Software, removing all copies from your computers and storage media, and returning the Software and Documentation, and all copies thereof, to Applied Biosystems. Applied Biosystems may terminate this Agreement if you fail to comply with all of its terms, in which case you agree to discontinue using the Software, remove all copies from your computers and storage media, and return the Software and Documentation, and all copies thereof, to Applied Biosystems. U.S. Government End Users The Software is a “commercial item,” as that term is defined in 48 C.F.R. 2.101 (Oct. 1995), consisting of “commercial computer software” and “commercial computer software documentation,” as such terms are used in 48 C.F.R. 12.212 (Sept. 1995). Consistent with 48 C.F.R. 12.212 and 48 C.F.R. 227.7202-1 through 227.7202-4 (June 1995), all U.S. Government End Users acquire the Software with only those rights set forth herein. European Community End Users If this Software is used within a country of the European Community, nothing in this Agreement shall be construed as restricting any rights available under the European Community Software Directive, O.J. Eur. Comm. (No. L. 122) 42 (1991). Research Use Only You acknowledge that the Software has not been cleared, approved, registered or otherwise qualified (collectively, “Approval”) by Applied Biosystems with any regulatory agency for use in diagnostic or therapeutic procedures, or for any other use requiring compliance with any federal or state law regulating diagnostic or therapeutic products, blood products, medical devices or any similar product (hereafter collectively referred to as “federal or state drug laws”). The Software may not be used for any purpose that would require any such Approval unless proper Approval is obtained. You agree that if you elect to use the Software for a purpose that would subject you or the Software to the jurisdiction of any federal or state drug laws, you will be solely responsible for obtaining any required Approvals and otherwise ensuring that your use of the Software complies with such laws. VeritiLink™ Remote Management Software Installation Guide 71 Appendix A Software Warranty Information Limited Warranty and Limitation Of Remedies Limited Warranty and Limitation Of Remedies Limited Warranty Applied Biosystems warrants that for a period of ninety days from the beginning of the applicable warranty period (as described below) the Software will function substantially in accordance with the functions and features described in the Documentation delivered with the Software when properly installed, and that for a period of ninety days from the beginning of the applicable warranty period (as described below) the tapes, CDs, diskettes or other media bearing the Software will be free of defects in materials and workmanship under normal use. The above warranties do not apply to defects resulting from misuse, neglect, or accident, including without limitation: operation outside of the environmental or use specifications, or not in conformance with the instructions for any instrument system, software, or accessories; improper or inadequate maintenance by the user; installation of software or interfacing, or use in combination with software or products not supplied or authorized by Applied Biosystems; and modification or repair of the products not authorized by Applied Biosystems. Warranty Period Commencement Date THE APPLICABLE WARRANTY PERIOD FOR SOFTWARE BEGINS ON THE EARLIER OF THE DATE OF INSTALLATION OR THREE (3) MONTHS FROM THE DATE OF SHIPMENT FOR SOFTWARE INSTALLED BY APPLIED BIOSYSTEMS’ PERSONNEL. FOR SOFTWARE INSTALLED BY THE PURCHASER OR ANYONE OTHER THAN APPLIED BIOSYSTEMS, THE WARRANTY PERIOD BEGINS ON THE DATE THE SOFTWARE IS DELIVERED TO YOU. THE APPLICABLE WARRANTY PERIOD FOR MEDIA BEGIN ON THE DATE THE MEDIA IS DELIVERED TO THE PURCHASER. APPLIED BIOSYSTEMS MAKES NO OTHER WARRANTIES OF ANY KIND WHATSOEVER, EXPRESS OR IMPLIED, WITH RESPECT TO THE SOFTWARE OR DOCUMENTATION, INCLUDING BUT NOT LIMITED TO WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE OR MERCHANTABILITY OR THAT THE SOFTWARE OR DOCUMENTATION IS NON-INFRINGING. ALL OTHER WARRANTIES ARE EXPRESSLY DISCLAIMED. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, APPLIED BIOSYSTEMS MAKES NO WARRANTIES THAT THE SOFTWARE WILL MEET YOUR REQUIREMENTS, THAT OPERATION OF THE LICENSED SOFTWARE WILL BE UNINTERRUPTED OR ERROR FREE OR WILL CONFORM EXACTLY TO THE DOCUMENTATION, OR THAT APPLIED BIOSYSTEMS WILL CORRECT ALL PROGRAM ERRORS. APPLIED BIOSYSTEMS’ SOLE LIABILITY AND RESPONSIBILITY FOR BREACH OF WARRANTY RELATING TO THE SOFTWARE OR DOCUMENTATION SHALL BE LIMITED, AT APPLIED BIOSYSTEMS’ SOLE OPTION, TO (1) CORRECTION OF ANY ERROR IDENTIFIED TO APPLIED BIOSYSTEMS IN A WRITING FROM YOU IN A SUBSEQUENT RELEASE OF THE SOFTWARE, WHICH SHALL BE SUPPLIED TO YOU FREE OF CHARGE, (2) ACCEPTING A RETURN OF THE PRODUCT, AND REFUNDING THE PURCHASE PRICE UPON RETURN OF THE PRODUCT 72 VeritiLink™ Remote Management Software Installation Guide Appendix A Software Warranty Information Limited Warranty and Limitation Of Remedies AND REMOVAL OF ALL COPIES OF THE SOFTWARE FROM YOUR COMPUTERS AND STORAGE DEVICES, (3) REPLACEMENT OF THE DEFECTIVE SOFTWARE WITH A FUNCTIONALLY EQUIVALENT PROGRAM AT NO CHARGE TO YOU, OR (4) PROVIDING A REASONABLE WORK AROUND WITHIN A REASONABLE TIME. APPLIED BIOSYSTEMS SOLE LIABILITY AND RESPONSIBILITY UNDER THIS AGREEMENT FOR BREACH OF WARRANTY RELATING TO MEDIA IS THE REPLACEMENT OF DEFECTIVE MEDIA RETURNED WITHIN 90 DAYS OF THE DELIVERY DATE. THESE ARE YOUR SOLE AND EXCLUSIVE REMEDIES FOR ANY BREACH OF WARRANTY. WARRANTY CLAIMS MUST BE MADE WITHIN THE APPLICABLE WARRANTY PERIOD. Limitation of Liability IN NO EVENT SHALL APPLIED BIOSYSTEMS OR ITS SUPPLIERS BE RESPONSIBLE OR LIABLE, WHETHER IN CONTRACT, TORT, WARRANTY OR UNDER ANY STATUTE (INCLUDING WITHOUT LIMITATION ANY TRADE PRACTICE, UNFAIR COMPETITION OR OTHER STATUTE OF SIMILAR IMPORT) OR ON ANY OTHER BASIS FOR SPECIAL, INDIRECT, INCIDENTAL, MULTIPLE, PUNITIVE, OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE POSSESSION OR USE OF, OR THE INABILITY TO USE, THE SOFTWARE OR DOCUMENTATION, EVEN IF APPLIED BIOSYSTEMS IS ADVISED IN ADVANCE OF THE POSSIBILITY OF SUCH DAMAGES, INCLUDING WITHOUT LIMITATION DAMAGES ARISING FROM OR RELATED TO LOSS OF USE, LOSS OF DATA, DOWNTIME, OR FOR LOSS OF REVENUE, PROFITS, GOODWILL OR BUSINESS OR OTHER FINANCIAL LOSS. IN ANY CASE, THE ENTIRE LIABILITY OF APPLIED BIOSYSTEMS’ AND ITS SUPPLIERS UNDER THIS LICENSE, OR ARISING OUT OF THE USE OF THE SOFTWARE, SHALL NOT EXCEED IN THE AGGREGATE THE PURCHASE PRICE OF THE PRODUCT. Some states, countries or jurisdictions limit the scope of or preclude limitations or exclusion of remedies or damages, or of liability, such as liability for gross negligence or willful misconduct, as or to the extent set forth above, OR do not allow implied warranties TO BE EXCLUDED. In such states, countries or jurisdictions, the limitation or exclusion of warranties, remedies, damages or liability set forth above may not apply to you. However, although they shall not apply to the extent prohibited by law, they shall apply to the fullest extent permitted by law. YOU MAY ALSO HAVE OTHER RIGHTS THAT VARY BY STATE, COUNTRY OR OTHER JURISDICTION. General This Agreement shall be governed by laws of the State of California, exclusive of its conflict of laws provisions. This Agreement shall not be governed by the United Nations Convention on Contracts for the International Sale of Goods. This Agreement contains the complete agreement between the parties with respect to the subject matter hereof, and supersedes all prior or contemporaneous agreements or understandings, whether oral or written. If any provision of this Agreement is held by a court of competent jurisdiction to be contrary to law, that provision will be enforced to the maximum extent permissible, and the remaining provisions of this VeritiLink™ Remote Management Software Installation Guide 73 Appendix A Software Warranty Information Limited Warranty and Limitation Of Remedies Agreement will remain in full force and effect. The controlling language of this Agreement, and any proceedings relating to this Agreement, shall be English. You agree to bear any and all costs of translation, if necessary. The headings to the sections of this Agreement are used for convenience only and shall have no substantive meaning. All questions concerning this Agreement shall be directed to: Applied Biosystems, 850 Lincoln Centre Drive, Foster City, CA 94404-1128, Attention: Legal Department. Unpublished rights reserved under the copyright laws of the United States. Applera Corporation, 850 Lincoln Centre Drive, Foster City, CA 94404. 74 VeritiLink™ Remote Management Software Installation Guide Glossary Glossary group A way to organize your instruments in VeritiLink™ Software. notification An email message from VeritiLink Software concerning an event during a thermal cycling run, or information about a verification or other events that occur during normal operation of the software. run method A file with instructions specifying how the Veriti™ Thermal Cycler heats and cools your sample during a thermal cycling run. The run method contains the temperature, time, ramp for each step, the number of cycles for each stage, and the reaction volume and cover temperature. run report A report, created at the end of each run, that contains information about the run method and run parameters, the thermal cycler, events that occurred during a run, and the verification status of the thermal cycler. stand-alone A term referring to a Veriti™ Thermal Cycler with the Allow VeritiLink Software Control set to No. Stand-alone thermal cyclers are seen by the Discover Instruments function in VeritiLink Software, but they cannot otherwise be managed. verification Tests you perform on the Veriti Thermal Cycler. VeritiLink Software can be configured to remind you when you should repeat the verification. VeritiLink™ Remote Management Software Installation Guide 75 Glossary 76 VeritiLink™ Remote Management Software Installation Guide Index A About the Instrument screen 11 adding groups 34 thermal cyclers 46 thermal cyclers in Setup Wizard 30 user accounts 54 user accounts in Setup Wizard 39 administrator default user name and password 29 permissions 40 Applied Biosystems contacting viii Technical Support viii assumptions for using this guide v B backing up server data 53 Veriti Thermal Cycler data 53 bold text, when to use v bold text v for describing menu commands v IMPORTANTS! vi in this guide v italic text v Notes vi user attention words vi cookies, accepting 23 custom image for thermal cycler 58 D data, backing up 53 date and time, setting 18 default administrator user name 29 deleting groups 34 thermal cyclers 59 user accounts 55 denying user account requests 55 documentation, related vi E C client hardware requirements 47 logging out 52 starting 48 computer configuration requirement 68 technical support for altered configuration 68 conflicting ports 62 conventions VeritiLink™ Remote Management Software Installation Guide editing image for thermal cycler 58 user accounts 55 email problems 64 server settings 46 setting the server in Setup wizard 38 VeritiLink Software server 6 exporting run reports 57 verification results 56 77 Index F L firmware required version for VeritiLink Software 11 upgrading 11 version number 11 layout on screen, problems with 63 limited user, permissions 40 logging in 48 logging out 52 G glossary 75 groups adding 34 assigning a thermal cycler 35 definition 33 deleting 34 managing 46 removing a thermal cycler 36 removing spaces 36 guest user allowing on system 39 permissions 40 M menu commands, conventions for describing v MSDSs, obtaining viii N network configuration 3 notifications about 43 definition 75 editing settings 47 none received 64 not received for verifications 65 setting in Setup Wizard 44 H hardware requirements client 47 server 22 Help system, accessing vii https 6 I images for thermal cyclers 58 installing thermal cycler firmware 12 VeritiLink Software server 25 IP address email server 37 thermal cycler 16 ipconfig 62 italic text, when to use v 78 O online Help. See Help system P ping 62, 63, 64 pop-up windows, unblocking 23 ports for VeritiLink Software 62 printer set up 15 processes in Windows Task Manager 62 R run reports definition 75 exporting 57 location of file containing 53 location of folder containing 53 VeritiLink™ Remote Management Software Installation Guide Index S security setting 46 setting in Setup Wizard 38 setting on thermal cycler 19 server backing up data 53 hardware requirements 22 installing 25 settings for email 38 starting 27 stopping 52 services for VeritiLink Software 27 Setup Wizard alternative access to functions 46 Discover Instruments tab 30 Manage Groups tab 33 prerequisites checklist 28 Set Up Notifications tab 43 Set Up Security tab 37 Set Up Verification Reminders tab 41 starting 29 stand-alone thermal cyclers 31 starting Setup Wizard 29 VeritiLink Software server 27 stopping the VeritiLink Software server 52 T Task Manager 62 Technical Support, contacting viii technical support, for computers with altered configuration 68 text conventions v thermal cyclers adding 46 adding in Setup Wizard 30 allowing VeritiLink Software control 19 assigning to a group 35 backing up data 53 customizing images 58 VeritiLink™ Remote Management Software Installation Guide definition of stand-alone 31 naming 15 removing from a group 36 removing from monitoring 59 security settings 19 setting date and time 18 setting IP address 16 user account management 9 training, information on viii troubleshooting 62 U upgrading firmware 11 URL for VeritiLink Software 26 user permissions 40 user accounts access levels 40 adding 54 adding in Setup Wizard 39 can’t manage on thermal cycler 65 deleting 55 denying account request 55 editing 55 location of file containing 53 managing 53 managing on thermal cycler 9 overwriting on thermal cycler 10 user attention words, described vi V verification reminders editing settings 47 setting in Setup Wizard 42 verification results exporting 56 location of file containing 53 location of folder containing 53 verifications about 41 definition 75 79 Index VeritiLink Software processes 62 required ports 62 services 27 URL 26 version number thermal cycler firmware 11 VeritiLink Software 26 web browser 22 VPN 5 W web browser cookies 23 pop-up windows 23 required settings 23 supported versions 22 Windows Task Manager 62 wizard. See Setup Wizard 80 VeritiLink™ Remote Management Software Installation Guide Worldwide Sales and Support Applied Biosystems vast distribution and service network, composed of highly trained support and applications personnel, reaches 150 countries on six continents. For sales office locations and technical support, please call our local office or refer to our Web site at www.appliedbiosystems.com. Applera is committed to providing the world’s leading technology and information for life scientists. Applera Corporation consists of the Applied Biosystems and Celera Genomics businesses. Headquarters 850 Lincoln Centre Drive Foster City, CA 94404 USA Phone: +1 650.638.5800 Toll Free (In North America): +1 800.345.5224 Fax: +1 650.638.5884 01/2008 www.appliedbiosystems.com Part Number 4388492 Rev. B
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