UNIFI
UNIFI Installation and Configuration Guide
715004165 / Revision A
Copyright © Waters Corporation 2013
All rights reserved
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18 October, 2013, 715004165 Rev. A
General Information
Copyright notice
© 2013 WATERS CORPORATION. PRINTED IN THE UNITED STATES OF AMERICA AND IN IRELAND. ALL RIGHTS RESERVED. THIS DOCUMENT OR PARTS THEREOF MAY NOT BE REPRODUCED IN ANY FORM WITHOUT THE WRITTEN PERMISSION OF THE PUBLISHER. The information in this document is subject to change without notice and should not be construed as a commitment by Waters Corporation. Waters Corporation assumes no responsibility for any errors that may appear in this document. This document is believed to be complete and accurate at the time of publication. In no event shall Waters Corporation be liable for incidental or consequential damages in connection with, or arising from, its use. For the most recent revision of this document, consult the Waters Web site (waters.com).
Trademarks
ACQUITY, ACQUITY UPLC, UPLC, Xevo, “THE SCIENCE OF WHAT’S POSSIBLE.”, and Waters are registered trademarks of Waters Corporation. UNIFI, Empower, and MassLynx are trademarks of Waters Corporation.
Microsoft, DirectX, Internet Explorer, Windows, and Windows 7 are registered trademarks of Microsoft Corporation in the United States and/or other countries.
NVIDIA is a registered trademark of NVIDIA Corporation in the US and other countries.
Oracle is a registered trademark of Oracle Corporation and/or its affiliates.
Intel is a registered trademark of Intel Corporation in the U.S. and/or other countries.
Core and Xeon are trademarks of Intel Corporation in the US and other countries.
Tesla is a trademark of Corporation in the U.S. and/or other countries.
Other trademarks or registered trademarks are the sole property of their respective owners.
Customer comments
Waters’ Technical Communications organization invites you to report any errors that you encounter in this document or to suggest ideas for otherwise improving it. Help us better understand what you expect from our documentation so that we can continuously improve its accuracy and usability.
We seriously consider every customer comment we receive. You can reach us at tech_
comm@waters.com.
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Contacting Waters
Contact Waters® with enhancement requests or technical questions regarding the use, transportation, removal, or disposal of any Waters product. You can reach us via the Internet, telephone, or conventional mail.
Waters contact information:
Internet
The Waters Web site includes contact information for Waters locations worldwide. Visit www.waters.com
Telephone and From the USA or Canada, phone 800 252-4752, or fax 508 872 1990.
fax
For other locations worldwide, phone and fax numbers appear in the Waters Web site.
Conventional mail
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Waters Corporation
34 Maple Street
Milford, MA 01757
USA
18 October, 2013, 715004165 Rev. A
Preface
Audience and purpose
This guide is for those installing or upgrading UNIFI software. It provides the procedures required to install or upgrade and configure UNIFI software on a UNIFI workstation or a workgroup configuration.
Updated information
Refer to the Waters web site (Service & Support > Support > Support Library) for any updates to this guide.
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18 October, 2013, 715004165 Rev. A
Table of Contents
General Information
iii
Copyright notice
iii
Trademarks
iii
Customer comments
iii
Contacting Waters
iv
Preface
v
Audience and purpose
v
Updated information
v
1 Introduction to UNIFI
11
Waters UNIFI software
11
Identify workstation hardware and software requirements
13
Identify workgroup hardware and software requirements
16
2 Configuring the Hardware
23
Preparing for UNIFI software
23
Selecting the site
Environmental requirements
Space considerations
Power supply
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Installing the hardware
Install UNIFI workstation hardware
Install UNIFI workgroup hardware
Connect Ethernet instruments
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3 Installing a UNIFI Workstation
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Before you begin installing a workstation
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Install UNIFI software on a workstation
Before you begin
Configure the Windows firewall settings
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Install UNIFI software on a workstation
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Log on to the UNIFI portal
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Activate UNIFI licenses
Register and activate licenses
View active licenses
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Create a new administrator account
35
Install a Microsoft loopback network adapter
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Remove UNIFI software from a workstation
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4 Installing a UNIFI Workgroup
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Before you begin installing a workgroup server
Choose a database backup option
Configure disk drives
Create Windows application server role
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Install UNIFI software on a workgroup server
Before you begin
Verify Windows hosts file information
Enable the correct option for Windows updates
Configure network discovery and file and printer settings
Configure the network LAN
Confirm regional settings
Identify location for database backup copies
Install UNIFI software on a workgroup server
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Log on to the UNIFI portal
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Activate UNIFI licenses
Register and activate licenses
View active licenses
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Create a new administrator account
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Install UNIFI software on a client
Before you begin
Turn on MSMQ Server
Configure the power options
Turn on network discovery and file and printer sharing settings
Enable the correct option for Windows updates
Verify connectivity between the client and workgroup server
Install UNIFI software on a client
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Install UNIFI software on a laboratory network device
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Before you begin
Install UNIFI software on a custom laboratory network device
Enable the correct option for Windows updates
Turn on network discovery and file and printer sharing settings
Turn on the Microsoft Message Queue Server
Configure the power options
Configure the Instrument LAN
Configure the Windows firewall settings
Install UNIFI software on a laboratory network device
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Automate database backups to a network location
Create an OS user account with the correct permissions
Create a network share to store database backups
Add credentials to automatically access the network share
Create the OracleCRSToken Service and then manually set the password
Stop the database and Oracle listener
Stop services
Grant permissions to the named user
Start services
Modify the database backup tasks to run as the local or domain user account
Start the database and then restart the server
Verify backups are copied to network location
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Remove UNIFI software from a workgroup c onfiguration
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5 Managing the Database
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Back up the workstation database
Before you back up the workstation database
Windows user groups
Back up database to default location
Back up database to a specified location
Managing backup-related files
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Restore the workstation database
Before you restore the workstation database
Restore database from a specified location
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6 Verifying the installation
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Verify installed files on a workstation
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Verify installed files for a workgroup
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7 Troubleshooting
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Record a problem
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UNIFI Installation troubleshooting
A GMP Default Installations
x
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Default settings overview
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Data folders
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Global policies
Audit Trail Reasons global policy
Date and time global policy
Audit Trail global policy
Timeout global policy
User Account global policy
Qualification global policy
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Folder policies
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Roles
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Predefined reasons
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Predefined meanings and comments
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Custom fields
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User account
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Event properties
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1
Introduction to UNIFI
Contents:
Waters UNIFI software
Identify workstation hardware and software requirements
Identify workgroup hardware and software requirements
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Waters UNIFI software
The Waters UNIFI workstation configuration consists of the following components:
Workstation Purpose
components
UNIFI software
Control instruments and devices to acquire, analyze, process, and report data, and to perform other information management functions. Database
Stores the metadata or descriptive information about the samples run (processed results, sample identifiers, methods, and reports), in a relational database management system (RDBMS). Raw data are also stored in the database.
Runs on the Microsoft® Windows® 7 Professional SP 1, 64-bit operating Workstation
system (OS).
Waters instru- Groups of chromatographic instruments and mass spectrometers that you ment systems create to form an instrument system. These systems, which connect to a workstation, perform chromatographic (LC) and mass spectrometric (MS) analyses. For example, a UNIFI instrument system based on Waters UPLC technology can include solvent manager, sample manager, column manager, one or more detectors, chromatographic columns, and an e-SAT/IN module. For MS analyses, its configuration can include a Xevo mass spectrometer. The number of instrument systems supported by a UNIFI workstation depends on the type of detector included in the instrument system.
Number of instrument systems supported by a UNIFI workstation:
l One instrument system that contains a quadruple mass spectrometer, or
l One instrument system that contains a TOF (time of flight) mass spectrometer, or
l Two instrument systems that contain optical detectors, such as a PDA or TUV
The Waters UNIFI workgroup configuration consists of the following components:
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1 Introduction to UNIFI
Workgroup Purpose
components
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UNIFI software
Control instruments and devices to acquire, analyze, process, and report data, and to perform other information management functions. Workgroup server
Stores the metadata or descriptive information about the samples run (processed results, sample identifiers, methods, and reports), in a relational database management system (RDBMS). Raw data are also stored in the database. The Oracle Enterprise Manager (OEM) allows for monitoring and some management functions of the UNIFI database. UNIFI software also supports Oracle® Automatic Storage Management (ASM) for disk management (data files, redo logs, control files) on physical internal or external disks like a storage area network (SAN) disk.
Laboratory network devices
Collect all data acquired by Waters instrument systems. Recommendation: Procure a pre-configured LND from Waters. Doing so, is more efficient than performing the labor-intensive work of configuring a computer to serve as an LND.
The number of online instrument systems per LND depends on the type of detector included in the instrument system.
Maximum number of online instrument systems per LND:
l One instrument system that contains a quadruple mass spectrometer, or
l One instrument system that contains a TOF (time of flight) mass spectrometer, or
l Two instrument systems that contain optical detectors, such as a PDA or TUV
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Identify workstation hardware and software requirements
Workgroup Purpose
components
Waters instru- Groups of chromatographic instruments and mass spectrometers that you ment systems create to form an instrument system. These systems, which connect to laboratory network devices, perform chromatographic (LC) and mass spectrometric (MS) analyses. For example, a UNIFI instrument system based on Waters UPLC technology can include solvent manager, sample manager, column manager, one or more detectors, chromatographic columns, and an e-SAT/IN module. For MS analyses, its configuration can include a Xevo mass spectrometer. The number of instrument systems supported by a UNIFI workgroup depends on the type of detector included in the instrument system. Your instrument systems can include a combination of mass spectrometers and optical detectors such as PDAs or TUVs, but cannot include a combination of quadruple and TOF (time of flight) mass spectrometers. Number of instrument systems supported by a UNIFI workgroup:
l Four instrument systems that contains a quadruple mass spectrometer, or l Two instrument systems that contains a TOF (time of flight) mass spectrometer, or
l Six instrument systems that contain optical detectors, such as a PDA or TUV
Refer to the example below this table for the maximum number of instrument systems supported by a UNIFI workgroup.
Client computers
Access UNIFI software installed on the workgroup server.
Local area Interconnects all devices that comprise a workgroup. You cannot use a network (LAN) WAN (wide area network) configuration.
Identify workstation hardware and software requirements
The following table describes the recommended hardware, software, and operating system requirements for a UNIFI workstation that includes an instrument system comprised of a quadruple mass spectrometer or an optical detector, such as a PDA or TUV.
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1 Introduction to UNIFI
Recommended workstation configuration:
Component
Requirement
Application software
UNIFI v1.7 software
OS
Windows 7 Professional SP1 (64-bit) with MSMQ Server enabled.
Processor
Intel® Xeon® E5-2620 Processor (2.0 GHz)
Random-access memory (RAM)
16 GB
Hard disk drive
Two x 2 TB SATA 7.2K hard drives Tip: The installer requires a minimum of 40 GB.
Optical drive
DVD
Virtual memory
Let Windows manage the virtual memory.
Monitor
A minimum resolution of 1024 x 768, but the recommended resolution is 1900 x 1200.
Network adapter card
Two 10/100/1000 GB network adapter ports
Video card
Discrete video card, with a minimum of 1 GB of memory (DirectX 11 or higher compatible.)
The following table describes the minimum hardware, software, and operating system requirements for a UNIFI workstation that includes an instrument system comprised of a quadruple mass spectrometer or an optical detector, such as a PDA or TUV.
Minimum workstation configuration:
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Component
Requirement
Application software
UNIFI v1.7 software
OS
Windows 7 Professional SP1 (64-bit), with MSMQ Server enabled.
Processor
Intel® Xeon® E5507 (2.26 GHz)
Random-access memory (RAM)
12 GB
Hard disk drive
Two 1TB 7.2K SATA drive
Tip: The installer requires a minimum of 40 GB.
Optical drive
DVD
Virtual memory
Let Windows manage the virtual memory. Monitor
A minimum resolution of 1024 x 768, but the recommended resolution is 1900 x 1200.
Network adapter card
Two 10/100/1000 GB network adapter ports
Video card
Discrete video card, with a minimum of 512 MB of memory (DirectX 11 or higher compatible.)
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Identify workstation hardware and software requirements
The following table describes the recommended and minimum hardware, software, and operating system requirements for a UNIFI workstation that includes a TOF (time of flight)
mass spectrometer. Minimum and recommended workstation configuration:
Component
Requirement
Application software
UNIFI v1.7 software
OS
Windows 7 Professional SP1 (64-bit) with MSMQ Server enabled.
Processor
Dual Intel® Xeon® E5-2620 processors (2.0 GHz)
Random-access memory (RAM)
64 GB
Hard disk drive
One x 256GB 2.5-inch SATA Solid State disk
Two x 2TB SATA 3.5-inch 7.2K hard drives
Tip: The installer requires a minimum of 40 GB.
Optical drive
DVD
Virtual memory
Let Windows manage the virtual memory.
Monitor
A minimum resolution of 1024 x 768, but the recommended resolution is 1900 x 1200.
Network adapter card
Two 10/100/1000 GB network adapter ports
Video card
Discrete video card, with a minimum of 1 GB of memory (TESLA GPU card.)
GPU card
GPU-based processing is supported. Supported cards: NVIDIA Tesla GPU C2050, C2070, and C2075.
Recommended card: NVIDIA Tesla GPU C2075.
The following table describes the recommended h
ardware, software, and operating system configuration required for a process-only workstation.
Recommended process-only workstation configuration:
Component
Requirement
Application software
UNIFI v1.7 software
OS
Windows 7 Professional SP1 (64-bit) with MSMQ Server enabled.
Processor
Intel® Xeon® E5-2620 Processor (2.0 GHz)
Random-access memory (RAM)
16 GB
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1 Introduction to UNIFI
Component
Requirement
Hard disk drive
Two x 2 TB SATA 7.2K hard drives Tip: The installer requires a minimum of 40 GB.
Optical drive
DVD
Virtual memory
Let Windows manage the virtual memory.
Monitor
A minimum resolution of 1024 x 768, but the recommended resolution is 1900 x 1200.
Network adapter card
Two 10/100/1000 GB network adapter ports
Video card
Discrete video card, with a minimum of 1 GB of memory (DirectX 11 or higher compatible.)
The following table describes the minimum hardware, software, and operating system configuration required for a process-only workstation.
Minimum process-only workstation configuration:
Component
Requirement
Application software
UNIFI v1.7 software
OS
Windows 7 Professional SP1 (64-bit) with MSMQ Server enabled.
Processor
Intel® CoreTM i5
Random-access memory (RAM)
16 GB
Hard disk drive
A single 1 TB 7.2K SATA drive with a minimum of 250 GB free space on the C drive.
Tip: The installer requires a minimum of 40 GB.
Optical drive
DVD
Virtual memory
Let Windows manage the virtual memory.
Monitor
A minimum resolution of 1024 x 768, but the recommended resolution is 1900 x 1200.
Network adapter card
Single GB 10/100/1000 network adapter card
Video card
Discrete video card with a minimum of 512 MB of memory
Identify workgroup hardware and software requirements
A 100/1000, Ethernet high-speed network connection must connect the client, laboratory network device, and workgroup server in a local area network (LAN) configuration. Restriction: You cannot use a WAN (wide area network) configuration.
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Identify workgroup hardware and software requirements
The following table describes the recommended and minimum hardware, software, and operating system requirements for a UNIFI client in a workgroup configuration that includes a quadruple mass spectrometer or an optical detector, such as a PDA or TUV. Recommended and minimum configuration for a UNIFI client:
Component
Requirement
Application software
UNIFI v1.7 software
OS
Windows 7 Professional SP1 (64-bit)
Processor
Recommended: Intel® CoreTM i5 Processor (3.30 GHz)
Minimum: Intel® CoreTM Duo Processor (2.66 GHz)
Random-access memory (RAM)
Recommended: 8 GB Minimum: 4GB
Hard disk drive
A minimum of 250 GB free space.
Tip: The installer requires a minimum of 11 GB.
Optical drive
DVD
Virtual Memory
Let Windows manage the virtual memory.
Monitor
A minimum resolution of 1024 ×768, but the recommended resolution is 1900 × 1200.
Network adapter Card
One GB network adapter port
Video card
Embedded video card with a minimum of 512 MB of memory. The video card must be DirectX 11 or higher compatible.
The following table describes the recommended and minimum hardware, software, and operating system requirements for a UNIFI client in a workgroup configuration that includes a TOF (time of flight) mass spectrometer. Recommended and minimum configuration for a UNIFI client:
Component
Requirement
Application software
UNIFI v1.7 software
OS
Windows 7 Professional SP1 (64-bit)
Processor
Intel® CoreTM i5 Processor (3.30 GHz)
Random-access memory (RAM)
16 GB Hard disk drive
A minimum of 250 GB free space on the C drive.
Tip: The installer requires a minimum of 11 GB.
Optical drive
DVD
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1 Introduction to UNIFI
Component
Requirement
Virtual Memory
Let Windows manage the virtual memory. Monitor
A minimum resolution of 1024 ×768, but the recommended resolution is 1900 × 1200.
Network adapter Card
One GB network adapter card
Video card
Embedded video card with a minimum of 512 MB of memory. The video card must be DirectX 11 or higher compatible.
Recommended and minimum configuration for a UNIFI laboratory network device:
Component
Requirement
Application software UNIFI v1.7 software
OS
Windows 7 Embedded Standard SP1 (for the LND provided by Waters Corporation only).
Windows 7 Professional SP1 (64-bit) with MSMQ Server enabled
Processor
Intel® CoreTM 2 Duo Processor E8400 (3.0 GHz, 1333 MHz FSB)
Random-access memory (RAM)
8 GB
Virtual memory
Double the amount of physical RAM
Hard disk drive
A minimum of 250 GB of free space ensures enough space in the event data buffering occurs on the LND.
Tip: The installer requires a minimum of 11 GB.
Optical drive
DVD
Network adapter card
Two 10/100/1000 GB network ports
The following table describes the recommended and minimum hardware, software, and operating system requirements for a UNIFI workgroup server in a workgroup configuration that includes a quadruple mass spectrometer, or an optical detector, such as a PDA or TUV. Recommended and minimum configuration for a UNIFI workgroup server:
Component
Requirement
Application soft- UNIFI v1.7 software
ware
OS
Windows Server 2008 R2 Standard SP1 (64-bit) Processor
Two Intel Xeon E5640 Processor at 2.66 GHz
Random24 GB
access memory (RAM)
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Component
Requirement
Virtual memory Twice the amount of RAM.
Disk drives
Two 600 GB 10K SAS drives RAID 1 (mirrored) for the operating system.
Tip: The installer requires a minimum of 40 GB.
Server storage
Data drives:
l 900 GB 10K SAS drives
l RAID 1
l 1x hot spare
FRA (Fast Recovery Area) drives:
l 1 TB 7.2K NL SAS drives
l RAID 5 (striped with parity)
l 1x hot spare
Oracle Data Waters recommends: Group and FRA During software installation, select the Oracle ASM External Redundancy hard disk drives option.
For instrument systems that include quadruple mass spectrometers or optical detectors these drives:
l 6 data group drives, which provide 2.7 TB of usable space.
l 6 FRA drives, which provide 5 TB of usable space.
Tips: l The FRA storage size is based on the requirement that storage must be large enough to accommodate two full database backups. The old backup is not deleted until the new backup is complete.
l RMAN backups are compressed by approximately 33%. As your data group grows, the FRA storage location must grow accordingly. Calculation: Data group size x 2 database backups x 0.66 compression rate.
Optical drive
DVD - Read/Write
Monitor
A minimum resolution of 1024 × 768
Recommended: 1900 × 1200.
Network adapter card
Dual port gigabit, network server adapter, NIC card
The following table describes the recommended and minimum hardware, software, and operating system requirements for a UNIFI workgroup server in a workgroup configuration that includes a TOF (time of flight) mass spectrometer. 18 October, 2013, 715004165 Rev. A
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1 Introduction to UNIFI
Recommended and minimum configuration for a UNIFI workgroup server:
Component
Requirement
Application soft- UNIFI v1.7 software
ware
OS
Windows Server 2008 R2 Standard SP1 (64-bit) Processor
Two Intel Xeon E5640 Processor at 2.66 GHz
Random24 GB
access memory (RAM)
Virtual memory Twice the amount of RAM.
Disk drives
Two 600 GB 10K SAS drives RAID 1 (mirrored) for the operating system.
Tip: The installer requires a minimum of 40 GB.
Server storage
Data drives:
l 900 GB 10K SAS drives
l RAID 1
l 1x hot spare
FRA (Fast Recovery Area) drives:
l 1 TB 7.2K NL SAS drives
l RAID 5 (striped with parity)
l 1x hot spare
Oracle Data Waters recommends: Group and FRA During software installation, select the Oracle ASM External Redundancy hard disk drives option.
For instrument systems that include quadruple mass spectrometers or optical detectors these drives:
l 16 data group drives, which provide 7.2 TB of usable space.
l 12 FRA drives, which provide 11 TB of usable space.
Tips: l The FRA storage size is based on the requirement that storage must be large enough to accommodate two full database backups. The old backup is not deleted until the new backup is complete.
l RMAN backups are compressed by approximately 33%. As your data group grows, the FRA storage location must grow accordingly. Calculation: Data group size x 2 database backups x 0.66 compression rate.
Optical drive
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DVD - Read/Write
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Identify workgroup hardware and software requirements
Component
Requirement
Monitor
A minimum resolution of 1024 × 768
Recommended: 1900 × 1200.
Network adapter card
Dual port gigabit, network server adapter, NIC card
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1 Introduction to UNIFI
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Configuring the Hardware
Contents:
Preparing for UNIFI software
Selecting the site
Installing the hardware
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Preparing for UNIFI software
Except for a UNIFI workstation, all configurations require a pre-existing local area network (LAN), so that the Workgroups system can function. Waters personnel do not install network cables.
To install and activate Waters licenses and options, you must use a computer connected to the Internet. Note, however, that this computer need not be the one running UNIFI software.
Before installing any hardware or software, it is wise to perform a full backup of your hard drives (see instructions provided by the manufacturer of your computer). After the installation, back up UNIFI data regularly.
Selecting the site
Locate the UNIFI system in a clean area that is free from shock, vibration, and extremes of temperature and humidity.
Environmental requirements
Install theUNIFI system in a draft-free position protected, away from excessive amounts of dust. Protect equipment from direct sunlight and heating and air conditioning vents.
Temperature and humidity
The UNIFI system can operate within the following temperature and humidity ranges:
l Maintain an ambient temperature of between 15 and 28 °C
l Ensure the ambient humidity does not exceed 80% relative humidity, non-condensing
Acceptable temperature and humidity ranges vary according to the model of the computer and printer.
Vibration
Do not install the UNIFI system near heavy machines such as compressors and generators, which can create excessive floor vibration.
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2 Configuring the Hardware
Magnetic fields
If the UNIFI system includes a mass spectrometer, position the system away from strong magnetic fields such as those generated by NMR systems or magnetic-sector mass spectrometers.
Radio emissions
Install the UNIFI system in an environment where radio frequency (RF) emission from surrounding sources is minimal. Possible sources of RF emission include RF-linked alarm systems, mobile telephones, and hand-held transmitters.
Exhaust outlets
If a UNIFI system includes a chromatographic system or mass spectrometer, to avoid exposure to solvent vapors, refer to the system's site preparation guide for exhaust requirements.
Space considerations
Allow sufficient bench space for the UNIFI personal workstation, Workgroup, or client computers (keyboard, monitor, system unit, and printer), as recommended in the documentation supplied with the computer.
For workstation installations, place computers on a lab bench or a desktop near the system instruments to enable control and tuning of the chromatography or MS system. The total bench space you require depends on the number of devices you plan to configure (pumps, detectors, autosamplers, and so on).
For Workgroup installations, place the laboratory network device and the client computer on a lab bench or a desktop near the system modules. Locate the workgroup server in a separate server room managed by IT personnel. Other client computers can be located anywhere on the network or domain.
Ventilation
Ensure the ventilation slots on all system modules are not blocked. Allow at least 15 cm of space on all sides of each module to ensure adequate air flow.
Cable lengths
Arrange the components of a chromatographic system to minimize cable lengths. Use optimal lengths to ensure proper signal transmission.
All Waters instruments are shipped domestically with a 2.3-m power cord connected to the rear of the chassis. International power cords are 2.5 m. For the data system (computer, monitor, keyboard, mouse), if required, you can use extension cables from a PC vendor.
Instrument arrangement
Place the workstation or client computer (computer, monitor, keyboard, mouse) or the laboratory network device (computer only) on a laboratory bench close to the system modules. If 24
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Installing the hardware
the UNIFI system includes a mass spectrometer, locate the data system within 5 m of the mass spectrometer, to allow connection of the communication cables. For information on the best arrangement of your UNIFI system and connected instruments, consult your Waters technical service representative.
Power supply
All UNIFI system components require a dedicated, earthed (grounded) power source. Ensure that the power supply cables of the system modules easily reach the electrical outlets connected to a common ground.
Consider using a line conditioner or an uninterruptible power supply (UPS), for optimum long-term input-voltage stability.
If a UNIFIsystem includes a chromatographic system or a mass spectrometer, refer to its site preparation guide for the following power requirements:
l Power supply
l Electrical transformers
l Uninterruptible power supply
Installing the hardware
Install UNIFI workstation hardware
The UNIFI workstation supports an optional, second, interface card for Ethernet instruments.
If you install UNIFI software on a computer that is not included in a network, you must install a Microsoft loopback network adapter (see "Install a Microsoft loopback network adapter").
To set up a UNIFI workstation:
1. Unpack and place the workstation in its final location.
2. Connect the keyboard, mouse, and monitor to the workstation.
3. Ensure the voltage-selection switch on the PC tower is set to the correct voltage for the laboratory supply.
4. To install other computer peripherals, such as a printer, see the installation documentation supplied with the device.
5. Switch on the PC, monitor, and peripheral devices. 6. Login to the Microsoft Windows 7 desktop using the administrator account with the password "waters".
7. If required, change the PC name and domain, and then connect to your facility's network. 8. If applicable, connect the Ethernet devices (see "Connect Ethernet instruments").
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2 Configuring the Hardware
Install UNIFI workgroup hardware
The UNIFI workgroup system comprises a server, one or more clients, and one or more laboratory network devices. Each computer in the workgroup system requires at least one network interface card. Ethernet instruments in a UNIFI workgroup connect to a laboratory network device. To set up a UNIFI workgroup server:
1. Unpack and place the server in the desired location.
2. Connect the keyboard, mouse, and monitor to the server.
3. To install other computer peripherals, such as a printer, refer to the installation documentation supplied with the device.
4. Ensure that the network interface card is installed in the server.
To set up a UNIFI workgroup client:
1. Unpack and place the client in the desired location.
2. Connect the keyboard, mouse, and monitor to the client.
3. Ensure that the network interface card is installed in the client.
4. Repeat step 1 through step 3 for each client in the workgroup system.
5. Connect the client to the network.
To set up a UNIFI laboratory network device:
1. Unpack and place the laboratory network device in its final location.
2. Ensure that the network interface card is installed in the laboratory network and set up correctly.
3. Ensure that a second network interface card is present.
4. Connect the laboratory network device to the network.
5. Connect the Ethernet devices (see "Connect Ethernet instruments").
Connect Ethernet instruments
Ethernet instruments connect directly to a network interface card (NIC) installed in a workstation or laboratory network device. If you are connecting multiple Ethernet instruments, use a Waters-supplied switch to connect the Ethernet cable from the workstation or laboratory network device to the switch. Then plug each instrument into the switch.
The NIC used for instrument connections is separate and apart from the NIC used to communicate with your facility's network.
Multiple Ethernet connections require crossover cables to control a mass spectrometer through a network switch. In addition, resetting the link speed and duplex properties of an NIC to Auto Detect can be necessary. In both cases, if you are using more than one NIC, you can modify the settings for a second NIC using the DHCP wizard after you install UNIFI software.
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See the Ethernet Getting Started Guide for more information on connecting and configuring Ethernet devices.
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Installing a UNIFI Workstation
Contents:
Before you begin installing a workstation
Install UNIFI software on a workstation
Log on to the UNIFI portal
Activate UNIFI licenses
Create a new administrator account
Install a Microsoft loopback network adapter
Remove UNIFI software from a workstation
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Before you begin installing a workstation
Before you begin the installation, complete these tasks:
l Ensure the workstation meets the minimum requirements for hardware and software.
l Verify that the disk drive has enough space to install UNIFI software.
l If installing UNIFI software on a computer not included in a network, install the Microsoft loopback adapter.
l Close all other applications and restart the workstation. See also:
l Identify workstation hardware and software requirements
l Install a Microsoft loopback network adapter
Install UNIFI software on a workstation
The Waters UNIFI installation wizard guides you through the installation process. Allow approximately 30 minutes to complete the installation.
Caution: After you install UNIFI software on a workstation, Waters recommends that you do not change the IP address or computer name of the workstation. Changing either of these may render UNIFI software unusable. Before you begin
Before you install UNIFI software on a workstation, perform these tasks:
l Configure the instrument LAN
l Configure the Windows firewall settings
l Turn on MSMQ Server
l Enable the correct option for Windows updates
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l If you are using real-time virus scanning, exclude all UNIFI–related folders and their sub-directories. Some real-time virus scanners mistake normal UNIFI software functionality for virus activity, causing data buffering problems.
Configure the Instrument LAN
You must configure the power management settings and assign the IP address for the Instrument LAN to communicate with the instruments. Log on to the workstation as the local administrator. l Configure the power management settings and rename the connection to Instrument LAN
l Configure IP address
To configure the power management settings:
1. Click Start > Control Panel > Network and Internet > Network and Sharing Center > View network status and tasks > Change adapter settings.
2. Right-click on Local Area Connection, select Rename, and type Instrument LAN. 3. Right-click Instrument LAN, and then click Properties. If you are instructed to enter an administrator password or confirmation, do so.
4. On the Networking tab, click Configure.
5. On the Power Management tab, clear the "Allow the computer to turn off this device to save power" checkbox, and then click OK.
To configure the IP address:
1. Click Start > Control Panel > Network and Internet > Network and Sharing Center > View network status and tasks > Change adapter settings.
2. Right-click Local Area Connection, Instrument LAN, and then click Properties. 3. On the Networking tab, clear the Internet Protocol Version 6 (TCP/IPv6) checkbox.
4. Select Internet Protocol Version 4 (TCP/IPv4), and then click Properties.
5. In the Internet Protocol Version 4 (TCP/IPv4) Properties dialog box, click "Use the following IP address".
6. Assign the following IP address and Subnet mask, and then click OK: l IP address: 192.168.0.1
l Subnet mask: 255.255.255.0
Result: The assigned setting is saved for the local area connection, instrument LAN.
Configure the Windows firewall settings
For a laboratory network device, you must configure Windows firewall settings to turn off the Windows firewall for the Instrument LAN (public network). Tip: For the instruments to communicate with the LND, you must configure the LND's Windows firewall settings.
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To configure the Windows firewall settings:
1. Click Start > Control Panel > Network and Internet > Network and Sharing Center > Windows Firewall.
Alternative: Right-click Network from the desktop and then select Properties > Windows Firewall.
2. On the Windows Firewall page, click "Turn Windows Firewall on or off".
3. On the Customize Settings page, perform these tasks, and then click OK:
l Click "Turn on Windows Firewall" for the "Home or work (private) location settings".
l Click "Turn off Windows Firewall (not recommended)" for the "Public network location settings".
Turn on Microsoft Message Queue Server
You must turn on MSMQ Server to run the installation wizard. When you fail to do so, the wizard closes.
To turn on MSMQ:
1. Click Start > Control Panel > Programs > Programs and Features.
2. Click the option "Turn Windows features on or off".
3. In the Windows Features dialog box, expand Microsoft Message Queue (MSMQ) Server, and then expand Microsoft Message Queue (MSMQ) Server Core.
4. Select MSMQ HTTP Support and MSMQ Triggers.
Tip: Do not select MSMQ Active Directory Domain Services Integration and Multicasting Support.
5. Click OK, and then wait while the features are configured.
Enable the correct option for Windows updates
You must select the option "Check for updates, but let me choose whether to download them".
To specify the correct option for Windows updates on a client:
1. From Windows Control Panel, click "System and Security".
2. From the System and Security page, click "Windows Update".
3. From the Windows Update page, click "Change settings" page.
4. In the Important updates section of the Change Settings page, select "Check for updates, but let me choose whether to install them" option, and then click OK.
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Install UNIFI software on a workstation
When you install UNIFI software on a workstation, the language installed is based on the workstation's operating system language. If the workstation's operating system is English, the software is installed in English. You cannot install the Japanese version of UNIFI software, on an English workstation.
Requirement: You must have unrestricted local Windows administrator or equivalent privileges to install UNIFI v1.7 software.
To install the UNIFI software:
1. Insert the UNIFI DVD into your computer's DVD drive.
Tip: If the installer does not automatically open, open Window's Explorer, browse to the DVD drive, and double-click Setup.exe.
2. From the installation menu, click "Install UNIFI on a workstation".
3. On the Waters Software License Agreement page, read the agreement, click "I accept the terms of the license agreement", and then click Next.
4. On the Select an Installation Drive page, select a drive other than the OS (operating system) drive to install the software on.
5. On the Import Database page, perform one of these operations:
l If you are migrating the database to this computer, click Yes, and then specify the location of the database file that you previously exported.
l If you are performing a new installation, and not migrating the database, click Next.
6. On the Configure UNIFI policy and audit trail settings page, perform one of these operations:
l To comply with GxP guidelines and regulations, click "Configure settings for a regulated environment (GxP)".
l To configure settings for a unregulated environment, click "Configure settings for a non-regulated environment".
See also: Appendix A for system policy and audit trail settings for a regulated and unregulated environment.
7. On the Ready to Install page, click Install.
8. On the Confirmation page, click Finish Tip: If the installation failed, click the link to open the Waters Installation Summary. If the software was not successfully installed, submit a request for Waters technical support at this web address: http://www.waters.com/irequest. If you close the installation wizard and you want to open the installation log, browse to C:\Windows\WatersInstallationSummary.
See also: For instructions on how to qualify the software, see the Workstation Qualification Protocol which is available on the UNIFI Qualification media. For more information about qualification, refer to the "Qualification Overview" document on this media.
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Log on to the UNIFI portal
After you install UNIFI software on a workstation
After you install UNIFI software on a workstation, you can install a UNIFY print driver; however, you must install UNIFI software first and then the UNIFY print driver. For instructions on how to install the UNIFY print driver, see the NuGenesis 8 Installation and Configuration Guide.
Log on to the UNIFI portal
After you install UNIFI, you must log on to the UNIFI portal to register the software and activate your licenses.
Tip: When you restart the workstation, wait at least five minutes before logging on to UNIFI software to allow time for Waters Service Host to restart.
You can have 3 open Portal sessions open on a workstation.
To log on to UNIFI software:
1. On your desktop, double-click UNIFI Portal .
2. In the Login dialog box, type "administrator" in both the User name and password fields.
3. On the Welcome page, click Administration, and then click Licensing, where you register and activate product licenses.
Activate UNIFI licenses
Use the Waters Licensing Management System to activate or deactivate the purchased software's product licenses and options. Waters' licenses apply to a UNIFI system and user accounts. You can assign and revoke UNIFI named-user licenses to user accounts as needed.
Workstation license and options:
License Required Definition
type
System base
Yes
There are two types of system base licenses: workstation and process-only. Both licenses configure the database as a UNIFI workstation and include 5 named-user licenses, but the process onlybase license doesn't allow data acquisition.
UNIFI nameduser
No
If you want to support more than five active users, you can activate additional named-user licenses. Named-user licenses are required for users to log on to the software. Large No
molecule
If your instrument system includes a time of flight (TOF) mass spectrometer, this license is required to perform mass spectrometrybased analysis.
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License Required Definition
type
Small No
molecule
If you want to process the data using the Dealkylation, MassFragment and IsoScore tools, this license is required.
Waters No
scientific library If you want to import a Waters scientific library, the appropriate library license is required. Tip: You can import and export your own scientific library.
Qualification licenses:
License
type
Required
for qualification
Definition
Qualification- Yes
software
If you want to qualify the workstation, you must purchase a license for the workstation.
Qualification- Yes
instrument
To qualify instruments on a workstation, you must activate these licenses:
l The UNIFI Instrument Qualification Module license is required for each LC instrument included in an instrument system.
l The UNIFI Instrument Qualification Standard Technology MS license is required for each Xevo TQ , Xevo TQD, Xevo TQ-S mass spectrometer. l The UNIFI Instrument Qualification High Technology MS license is required for Xevo G2 TOF, Xevo G2 -S TOF, Xevo G2-S Q TOF mass spectrometers.
l The UNIFI Instrument Qualification Accessory license is required for each instrument accessory module.
After you install UNIFI software, you must register, activate, and assign UNIFI named-user licenses to users by using the licensing wizard in UNIFI software and the Internet as follows:
l Create a software registration file using the licensing wizard.
l Submit the software registration file to the Waters License Activation Center Web site, and receive a license activation file.
l Activate your licenses and options using the licensing wizard and the license activation file. Register and activate licenses
You must register and activate the UNIFI base license to access UNIFI software. You can activate licenses other than the base license at the same time or after activating the base license, but not before doing so.
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Create a new administrator account
Pre-requisite: To complete the licensing process, you must have purchased UNIFI licenses from Waters and obtained a serial number for each purchased license.
To register licenses:
1. On the Licensing Home page, click Register Software.
2. On the Request Software page, perform these tasks, and then click Next:
l Type a new name for the software registration file, or allow the default name to remain unchanged. The names of all registration files must include the *.lic extension. l Select the location of the license registration file. This file stores your license registration information.
3. When the Register Software page reappears, perform one of the actions in the following table, depending on whether your computer has Internet access:
Internet Action
access
Yes
Click the hyperlink to connect to the Waters License Activation Center web site. No
Move the software registration file that you just created to a computer with Internet access and then access http://www.waters.com/activate/licenseintro.htm. Follow the instructions to activate your licenses. After you receive the activation file, move the file to the computer on which UNIFI software is installed. 4. When you obtain a license activation file, return to the licensing home page, and click Activate Licenses. 5. On the Activate Licenses page, select the license activation file you downloaded from the Waters License Activation Center Web site, and then click Next.
6. On the Activate Licenses - License Activation Complete page, click Finish. Tip: If you are activating the base license, log out and then log back on to UNIFI software to access the software's complete functionality.
View active licenses
To view all activated licenses available for deactivation, click Deactivate Licenses from the Licensing home page. The Deactivate License page displays a list of all activated licenses and options, as well as, unused qualification licenses. To view Qualification licenses, access the Qualification center (Qualification and Maintenance > Manage > Administration > Licenses).
Create a new administrator account
n
Administration > Security > Users > Create > User Editor
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After you activate licenses, Waters recommends that you create a new administrator account, and disable the administrator account shipped with the software. In the event that your administrator account becomes locked, Waters provides a utility to unlock the default administrator account. See also: UNIFI System Administrator's Guide for information on the unlocking the default administrator account.
To create a new administrator account and assign it a license:
1. Log on to UNIFI Portal and then click Administration.
2. From the Security area, click Users.
3. From the Global User List page, click Create.
4. In the Account Settings tab of the User Editor, enter the information for the administrator account.
User settings:
Option
Description
User Name
Type a combination of your last name and first name. User account names must be unique. Because administrator is the default user name, you must type a user name other than "administrator", preferably a combination of your last and first name.
First Name
Type your first name.
Last Name
Type your last name.
Assigned Click System Administrator.
roles
Default role
Click Administrator.
Tip: There is no need to enter a password for this account. The first time you log on to UNIFI software with this account, the password defaults to your username and you must change the password.
5. Click Save.
6. Click Administration, and then click Assign Licenses from the Licensing section.
7. On the Assign License page, assign to the new administrator account a license.
Tip: When you assign a license, you do not need to confirm the action by clicking Save. After you create a new administrator account and assign it a license, you must revoke the license from the default administrator account, and then disable the user account.
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To revoke the administrator account license and then disable it:
1. Click Administration > Licensing > Assign Licenses.
2. On the Assign Licenses page, click "Administrator, UNIFI", and then right-click Revoke.
Result: The number of available licenses increases by 1.
3. Click Administration > Security > Users.
4. From the Global User list, click administrator (UNIFI, administrator) user account, and then click Modify.
5. In the Account Settings tab of the User Editor, select Disabled from the Current Status field.
6. Click Save.
See also:
l Activate UNIFI licenses
Install a Microsoft loopback network adapter
You must install a Microsoft loopback network adapter if you install UNIFI software on a computer that is not included in a network. By installing the network adapter and using the computer’s IP address, you simulate a networked computer. To install a Microsoft loopback adapter, do as follows:
l Add the loopback adapter hardware to your computer.
l Set up a network connection for the adapter.
To add the Microsoft loopback adapter hardware:
1. Click Start, enter "hdwwiz" in the Search box, and press Enter.
2. On the "Welcome to the Add Hardware Wizard - Welcome" page, click Next.
3. On the "Wizard can help you install other hardware" page, select "Install the hardware that I manually select from a list (Advanced)", and then click Next.
4. On the "From the list of hardware types" page, select Network adapters, and then click Next.
5. On the "Select Network Adapter" page, make the following selections, and then click Next:
l Manufacturer: Select Microsoft.
l Network Adapter: Select Microsoft Loopback Adapter.
6. On the "Wizard is ready to install your hardware" page, click Next.
7. On the "Completing the Add Hardware wizard" page, click Finish.
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To set up a connection to the Microsoft loopback adapter hardware:
1. From Control Panel, select Network and Sharing Center, and then click Change adapter settings.
2. Select the connection that was just created, which is usually named "Local Area Connection 2", and select Properties.
3. Select Internet Protocol (TCP/IPv4), and then click Properties.
4. In the Properties dialog box, verify that the options "Obtain an IP address automatically" and the "Obtain DNS server address automatically" are selected, click OK, and then close the dialog box.
5. Add a line to the DRIVE_LETTER:\WINDOWS\system32\drivers\etc\hosts file with the following format, after the localhost line:
IP_address hostname.domainname hostname
where
l 127.0.0.1 is the non-routable IP address
l hostname is the name of the computer
l domainname is the name of the domain
6. Open a command prompt, and ping the computer using only the host name specified in the host file.
Remove UNIFI software from a workstation
Perform these operations when you want to remove UNIFI software from a workstation. If you want to update the software to a newer version, refer to the UNIFI Upgrade and Configuration Guide.
Number Task
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Refer to
this
Help
topic
1
Export all data folders.
Export Rule: You must export data folders before you remove UNIFI soft- data from ware. If you do not export your data, the data will be irretrievably lost. UNIFI
2
Take all instrument systems offline.
Modify device status
3
Physically disconnect instrument systems from the workstation to prevent re-detection.
4
Remove all instruments and then all instrument drivers.
Delete devices
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Number Task
Refer to
this
Help
topic
5
Decommission and then delete all instrument systems.
Delete devices
Requirement: If you have qualification results and maintenance logs for an instrument system, you must export the results and then delete them from the Qualification Center before you can delete the instrument system.
6
Deactivate all licenses. If you have installed and used Qualification Activate licenses, contact Waters Technical Support to deactivate used Qual- and deacification licenses.
tivate licenses
7
Close Portal. 8
Uninstall the previous version of UNIFI software in either of the following ways:
l Run the UNIFI installer again for the workstation.
l Open the Microsoft Windows Control Panel, and use the Programs and Features option to uninstall a program.
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Installing a UNIFI Workgroup
Contents:
Before you begin installing a workgroup server
Install UNIFI software on a workgroup server
Log on to the UNIFI portal
Activate UNIFI licenses
Create a new administrator account
Install UNIFI software on a client
Install UNIFI software on a laboratory network device
Automate database backups to a network location
Remove UNIFI software from a workgroup configuration
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Before you begin installing a workgroup server
Before you begin installing UNIFI software on a workgroup server, you must complete these tasks:
l Choose a database backup option.
l Configure disk drives.
l Create Windows application server role.
Choose a database backup option
When you install UNIFI software on a workgroup server, you must choose one of three backup options:
l Daily online (hot) backups Tip: If you choose online hot backups as your database backup option, you can recover database in the event of database failure, no data are lost.
l Daily offline (cold) backups
l No backups
If you choose daily offline or online backups, the database backup runs automatically as a Windows scheduled task. You can modify the time in Windows Task Scheduler.
Online hot backups
If you select this option, these actions occur:
l A weekly full database backup plus daily incremental backups with archive log mode.
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l "At1" scheduled task performs a full online database backup every Monday morning at 2:59 a.m. (you can modify this time). It runs immediately after installing the database for first time. l "At2" scheduled task performs an incremental backup Tuesday through Sunday at 2:59 a.m. (you can modify this time).
l During database backups, the database is online and available for use (users can log on to the software and they can acquire data).
When you select online hot backups as your database backup option, you can recover database in the event of database failure, no data are lost.
Offline cold backups
If you select this option, these actions occur:
l A full database backup occurs daily without archive log mode.
l A Windows scheduled task named "At1" is automatically created to back up the database every day at 2:59 a.m. (you can modify this time).
l During database backups, the database is offline and unavailable (users cannot log on to the software and they cannot acquire data).
l The amount of time it takes to back up the database depends on the size of the data (the larger the volume of data, the longer it takes to back up the database).
When you select offline cold backups as your database backup option, you can recover the database up to the point of the last backup; data captured between backups is lost.
Fast Recovery Area size
If you chose online, hot backups during installation, the location for your database backups (FRA) must be able to accept data from two backups simultaneously: the software does not delete the obsolete backup until it confirms that the current one is completed. Online, hot backups also include archive logs.
A database backup causes the software to generate a time-stamped log file that includes details about individual steps of the backup process. You can find this log file in this location: [install drive]:\Waters\scripts\BackupRecoveryScripts\logs.
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Retention of database backups
UNIFI Backup and Recovery options:
Option
Description
Recovery options
Daily online (hot)
backups
A full online backup runs every Monday morning at 2:59 a.m. Incremental backups run Tuesday through Sunday at 2:59 a.m.
You can fully recover the database. In the event of database failure, no data are lost because the data are backed up in archive logs between backups.
Daily offline (cold) backup
A full offline backup runs every morning at 2:59 a.m. The database is not available during the backup process. You can recover the database to the point of the last backup. In the event of database failure, data captured since the last backup are lost.
No backup
The software does not install a backup option. You are responsible for backing up and restoring the database.
One full backup is kept in the Fast Recovery Area (FRA). Archive logs are removed when a new backup is made. When a new full database backup (level-0) is made, previous backups older than one week are removed from the FRA.
To recover the entire database, you must generate a second backup of the workgroup server, and then archive the contents of the Fast Recovery Area (FRA) to a network share or storage array.
The database is backed up and restored by using scripts that are installed on the workgroup server during installation. Only users with administrator and ora_dba privileges can backup and restore the database.
When the database is backed up, it typically compresses approximately 50 % compared to its original size.
Every time a database backup occurs, UNIFI software generates a log file that contains detailed information about the database backup process. The location of this log is: [install drive] waters\oracle\scripts\BackupRecoveryScripts\logs.
Configure disk drives
Before you install UNIFI software on a workgroup server, you must configure one or three disk drives for Oracle Automatic Storage Management (ASM). If you are using external storage, you can configure one disk, but it must be at least a 500 GB drive. The disk groups that you create become the default location for the files created in the database. The disk group type determines how Oracle ASM mirrors files. An ASM disk can be a disk device. To configure disk drives for Oracle ASM:
1. From the Windows Start menu on the workgroup server, right-click Computer, and then select Manage.
2. From the Computer Management dialog box, click Storage > Disk Management.
Important: Ensure all disks are online and unallocated.
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Tip: If a disk is online and has a drive letter assigned to it, right-click on the disk, select Delete Disk, and then Delete Volume. Right-click on the disk and select Delete Partition.
Disk Management:
Create Windows application server role
Before you install UNIFI software on a workgroup server, you must create a Windows application server role that automatically configures .NET Framework 3.5.1 Features and Microsoft Message Queue (MSMQ) Server.
To create a Windows application server role:
1. On the workgroup server, open Server Manager from Administrative Tools.
2. Right-click Roles, and then select Add Roles.
3. In the Add Roles wizard, click Next.
4. In the Select Server Roles page, select Application Server, and then click Next.
5. In the Add Roles wizard, click "Add Required Features".
6. In the Select Server Roles page, click Next.
7. In the Application Server page, click Next.
8. In the Select Role Services page, select these services:
l TCP Port Sharing
l Message Queuing Activation
Tip: When Windows prompts you to confirm your request for additional features or services, click "Add Required Features", and click Next.
9. In the Select Role Services page, select these services:
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l HTTP Activation
l TCP Activation
l Windows Process Activation Service Support
Tip: When Windows prompts you to confirm your request for additional features or services, click "Add Required Features", and click Next.
10. In the Select Role Services page, select these services, and then click Next:
l Named Pipes Activation
l Web Server (IIS) Support
Tip: When Windows prompts you to confirm your request for additional features or services, click "Add Required Features", and click Next.
11. In the Web server (IIS) page, click Next.
12. In the Select Role Services page, click Next.
13. In the Confirm Installation Selections page, confirm these selections, and then click Install.
Confirm Installation Selections:
Application Server
.NET Framework 3.5.1
Web Server (IIS) Support
TCP Port Sharing
Windows Process Activation Service Support
HTTP Activation
Message Queuing Activation
TCP Activation
Web Server (IIS)
Web Server
14. In the Installation Results page, click Close.
15. On the Server Manager page, click Close.
Install UNIFI software on a workgroup server
Waters recommends a domain-based network infrastructure, though a UNIFI workgroup configuration does not require it. If the workgroup server is in a different domain than the clients or laboratory network devices, you must ensure that the date and time-stamps are synchronized with a time server. In a Windows Server 2008 R2-based domain, the domain controllers are automatically configured as time servers for the domain.
Restriction: Do not install UNIFI software on the same machine as the domain controller.
To maximize uptime and minimize issues related to the network environment, Waters recommends that you follow these guidelines:
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l Organize all UNIFI–related accounts, computer and user, within the same domain.
l If you are using real-time virus scanning, exclude all UNIFI–related folders and their subdirectories. Some real-time virus scanners mistake normal UNIFI software functionality for virus activity, causing data buffering problems.
l Configure preferences in Oracle Enterprise Manager to notify you by email when disk space reaches a user-defined size. Doing so, helps you monitor database space usage. For more information, see the "Manage the server disk space" section in the UNIFI System Administrator's Guide.
Important: After you install UNIFI software, do not change the IP address of the workgroup server. It is important that the workgroup server maintains a static IP address.Changing either of these may render UNIFI software unusable. Before you begin
Before you install UNIFI software on a workgroup server, configure these Windows settings:
l Verify Windows hosts file information
l Enable the correct option is enabled for Windows updates (not the "Install updates automatically" option).
l Configure network discovery and file and printer functions
l Configure the network LAN
l Confirm regional settings
l Identify location for database backup copies (if applicable)
Verify Windows hosts file information
Before you install UNIFI software on the workgroup server, you must verify that the Windows hosts file information contains the correct IP address and server host name for the workgroup server.
To verify that the Windows hosts information is correct:
1. On the workgroup server, open the Windows hosts file (C:\Windows\System32\drivers\etc\hosts).
2. Verify that the file contains the correct IP address and the fully qualified domain name of the server. Tip: The fully qualified domain name of the server is required for OEM to install properly.
Enable the correct option for Windows updates
You must select the option "Check for updates, but let me choose whether to download them" for Windows updates.
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To specify the correct option for Windows updates on a client:
1. From Windows Control Panel, click "System and Security".
2. From the System and Security page, click "Windows Update".
3. From the Windows Update page, click "Change settings" page.
4. In the Important updates section of the Change Settings page, select "Check for updates, but let me choose whether to install them" option, and then click OK.
Configure network discovery and file and printer settings
On the workgroup server, you must enable the network discovery and the file and printer sharing functions so that clients can communicate with the server. To enable the network discovery on a server in a domain, you must start certain services.
To start the required services on the workgroup server:
1. From Control panel, select Administrative Tools > Services.
2. Change the startup type to Automatic and start these services:
l DNS Client
l Function Discovery Resource Publication
l SSDP Discovery
l UPnP Device Host
When all services are running, you can modify the network discovery settings on the server.
To turn on the network discovery and file and printer sharing functions:
1. From the Start menu, open Control Panel > Network and Internet > Network and Sharing Center.
2. Click "Change advanced sharing settings", and turn on these functions:
l Network discovery
l File and printer sharing
Configure the network LAN
You must configure the power management settings for the server to turn off the power saving feature and clear the Internet Protocol version 6 options.
To configure the network LAN settings:
1. Click Start > Control Panel > Network and Internet > Network and Sharing Center > View network status and tasks > Change adapter settings.
2. Right-click on Local Area Connection, select Rename, and type Instrument LAN.
3. Right-click on the instrument LAN, and then click Properties. Tip: If you are prompted for an administrator password or confirmation, type the password or provide the confirmation.
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4. On the Networking tab, click Configure.
5. On the Power Management tab, clear the "Allow the computer to turn off this device to save power" checkbox, and then click OK.
6. On the Networking tab, clear the Internet Protocol Version 6 (TCP/IPv6) checkbox.
Confirm regional settings
If you are installing UNIFI software on an English workstation, you must confirm that your Windows regional settings are configured for English (United States). The symbols for English (United States) use decimal, not comma formatting, which is important when displaying numeric values ("12.56", not "12,56").
To confirm that you have the correct regional settings:
1. From the Windows "Search programs and files" text box, type Regional Settings.
2. In the Region and Language dialog box, ensure "English (United States)" is selected as the format in the Formats tab.
Identify location for database backup copies
If you want to maintain a copy of your database backup external to the Oracle FRA location, you must identify a network storage device with sufficient space. Each time the database is backed up, a copy of the database backup is placed in this location. As a result, the storage space in this location diminishes quickly, and you must monitor the location to ensure that there is sufficient space to store the database backup copies.
Requirement: You must be able to access this location from the workgroup server because you browse to the location when you install the software.
Install UNIFI software on a workgroup server
The Waters UNIFI installation wizard guides you through the installation process. Allow approximately 40 minutes to complete the installation.
Requirement: You must have unrestricted local Windows administrator or equivalent privileges to install UNIFI v1.7 software.
When you install UNIFI software on a workgroup server, the language installed is based on the workgroup server's operating system language. If the workgroup server's operating system is English, the software is installed in English. You cannot install the Japanese version of UNIFI software, on an English application server.
See also: Before you install the workgroup server, refer to the UNIFI System Administrator's Guide to determine your database backup option and your company's redundancy options for Oracle ASM. 48
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To install the UNIFI software on a workgroup server:
1. Insert the UNIFI DVD into the computer's DVD drive.
Tip: If the installer does not automatically start, open Window's Explorer, browse to the DVD drive, and double-click Setup.exe.
2. From the installation menu, click "Install UNIFI Workgroup Server".
3. On the "What do you want to install?" page, click "Install the UNIFI Application Server".
4. On the License Agreement page, read the agreement, click "I accept the terms of the license agreement", and then click Next.
5. On the Select an installation drive page, select the location UNIFI application software, and the Oracle database files.
6. On the Import Database page, select No if you are not importing the database or Yes to import the database, and then click Yes.
7. On the Oracle ASM drive selection page, select all the disks that you previously configured to use for Oracle ASM, select an ASM Redundancy, and then click Next.
Tip: You can select one disk if you are using external redundancy, but it must be at least a 500 GB drive. If you previously selected one disk, the redundancy is automatically set to External.
Redundancy options:
Redundancy Description
High
3-way mirroring.
Normal
2-way mirroring (for most files by default), two copies of every data extent.
External
No mirroring by ASM and relies on the storage system to provide RAID functionality. 8. On the Database Backup Options page, select a database backup option, and then click Next.
l Daily backups without archive log mode. (A full offline backup runs every morning at 2:59 a.m. In the event of a database failure, data captured since the last backup are lost.)
l Weekly backups with a daily incremental with archive log mode. (A full offline backup runs every Monday morning at 2:59 a.m., and incremental backups run every morning. In the event of a database failure, no data are lost.)
l No database backup. (Not recommended.)
9. On the ASM Recovery Settings page, select a backup recovery option:
l "Skip backup recovery area". The database backup files are stored in the Oracle ASM DATA disk group.
l "Enable backup recovery area". The database backup files are stored in Oracle FRA (Flash Recovery Area) disk group. If you select only one disk, the 18 October, 2013, 715004165 Rev. A
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redundancy is external.
Tips:
l You can select a maximum of 20 hard drives.
l You cannot select the system drive, installation drive, ASM drives, or formatted data drives.
10. On the Fast Recovery Area (FRA) Offline Storage Settings page, select whether you want to enable FRA offline storage to store copies of the database backups to offline storage. If you choose "Enable FRA Offline Storage", specify the location in which to store the copy of the database backups.
Tip: If you choose "Enable FRA Offline Storage" and want to copy the database backups to a network location, you must perform this procedure "Automate database backups to a network location" after you install the software on the workgroup server.
11. On the UNIFI Application Server settings page, accept the defaults, and then click Next.
12. On the Configure UNIFI policy and audit trail settings page, perform one of these operations:
l To comply with GxP guidelines and regulations, click "Configure settings for a regulated environment (GxP)".
l To configure settings for a non-regulated environment, click "Configure settings for a non-regulated environment".
See also: Appendix A for system policy and audit trail settings for a regulated and non-regulated environment.
13. On the Ready to Install page, click Install.
14. On the Installation Wizard Completed page, a message indicates whether the installation was successful, and you can click the link to open the Waters Installation Summary. If the software was not successfully installed, submit a request for Waters technical support at this Web address: http://www.waters.com/irequest. To complete the installation, click Finish.
Tip: If you close the installation wizard, and you want to open the installation log, browse to C:\Windows\WatersInstallationSummary.
See also: For instructions on how to qualify the software, see the Workgroup Qualification Protocol which is available on the UNIFI Qualification media. For more information about qualification, refer to the "Qualification Overview" document on this media.
Log on to the UNIFI portal
After you install UNIFI, you must log on to the UNIFI portal to register the software and activate your licenses.
Tip: When you restart the workgroup server, wait at least five minutes before logging on to UNIFI software, to allow time for Waters Service Host to restart.
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To log on to UNIFI:
1. On your desktop, double-click UNIFI Portal .
2. In the Login dialog box, type "administrator" in both the User name and Password fields.
3. On the Welcome page, click Administration, and then click Licensing, where you can register and activate product licenses.
Activate UNIFI licenses
Use the Waters Licensing Management System to activate or deactivate the purchased software's product licenses and options. Waters' licenses apply to a UNIFI system and user accounts. You can assign and revoke UNIFI named-user licenses to user accounts as needed.
Workgroup license and options:
License
type
Required Definition
System base
Yes
Configures the database as a UNIFI workgroup. The base license includes no named-user licenses. UNIFI nameduser
Yes
You can activate a maximum of 10 named-user licenses to increase the number of users. Named-user licenses are required for users to log on to the software. Instrument Yes
control
One instrument control license is required for each online instrument system.
Large No molecule nameduser
If your instrument system includes a time of flight (TOF) mass spectrometer, this named-user license is required to perform Peptide Map and Intact Protein analysis and must be assigned to user accounts.
Small No
molecule nameduser
If you want to process the data using the Dealkylation, MassFragment and IsoScore tools, this named-user license is required and must be assigned to user accounts.
Waters scientific library If you want to import a Waters scientific library, the appropriate library license is required. Tip: You can import and export your own scientific library.
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Qualification licenses:
License
type
Required
for qualification
Definition
Qualification- Yes
software
If you want to qualify the workgroup configuration, you must purchase a license for each device: workgroup server, laboratory network device, and client. Qualification- Yes
instrument
To qualify instruments on a workgroup, you must activate these licenses:
l The UNIFI Instrument Qualification Module license is required for each LC instrument included in an instrument system.
l The UNIFI Instrument Qualification Standard Technology MS license is required for each Xevo TQ , Xevo TQD, Xevo TQ-S mass spectrometer. l The UNIFI Instrument Qualification High Technology MS license is required for Xevo G2 TOF, Xevo G2 -S TOF, Xevo G2-S Q TOF mass spectrometers.
l The UNIFI Instrument Qualification Accessory license is required for each instrument accessory module.
After you install UNIFI software, you must register, activate, and assign to users UNIFI named-user licenses by using the licensing wizard in UNIFI software and the Internet as follows:
l Create a software registration file using the licensing wizard.
l Submit the software registration file to the Waters License Activation Center Web site, and receive a license activation file.
l Activate your licenses and options using the licensing wizard and the license activation file. Register and activate licenses
You must register and activate the UNIFI base license to access UNIFI software. You can activate licenses other than the base license at the same time or after activating the base license, but not before doing so.
Pre-requisite: To complete the licensing process, you must have purchased UNIFI licenses from Waters and obtained a serial number for each purchased license.
To register licenses:
1. On the Licensing Home page, click Register Software.
2. On the Request Software page, perform these operations, and then click Next:
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l Type a new name for the software registration file, or allow the default name to remain unchanged. The names of all registration files must include the *.lic extension. l Select the location of the license registration file. This file stores your license registration information.
3. When the Register Software page reappears, perform one of the actions in the following table, depending on whether your computer has Internet access. Internet Action
access
Yes
Click the hyperlink to connect to the Waters License Activation Center web site. No
Move the software registration file that you just created to a computer with Internet access and then access http://www.waters.com/activate/licenseintro.htm. Follow the instructions to activate your licenses. After you receive the activation file, move the file to the computer on which UNIFI software is installed. 4. When you obtain a license activation file, return to the licensing home page, and click Activate Licenses. 5. On the Activate Licenses page, select the license activation file you downloaded from the Waters License Activation Center Web site, and then click Next.
6. On the Activate Licenses - License Activation Complete page, click Finish. Tips: l If you are activating the base license, log out and then log back on to UNIFI software to access the software's complete functionality.
l When you create an instrument system and bring it online, an instrument system license is automatically assigned it. You cannot bring instrument systems online if there are no instrument system licenses available.
View active licenses
To view all activated licenses and available for deactivation, click Deactivate Licenses from the Licensing home page. The Deactivate License page displays a list of all activated licenses and options, as well as, unused qualification licenses. To view Qualification licenses, access the Qualification center (Qualification and Maintenance > Manage > Administration > Licenses).
Create a new administrator account
n
Administration > Security > Users > Create > User Editor
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After you activate licenses, Waters recommends that you create a new administrator account, and disable the administrator account shipped with the software. In the event that your administrator account becomes locked, Waters provides a utility to unlock the default administrator account. See also: UNIFI System Administrator's Guide for information on the unlocking the default administrator account.
To create a new administrator account and assign it a license:
1. Log on to UNIFI Portal and then click Administration.
2. From the Security area, click Users.
3. From the Global User List page, click Create.
4. In the Account Settings tab of the User Editor, enter the information for the administrator account.
User settings:
Option
Description
User Name
Type a combination of your last name and first name. User account names must be unique. Because administrator is the default user name, you must type a user name other than "administrator", preferably a combination of your last and first name.
First Name
Type your first name.
Last Name
Type your last name.
Assigned Click System Administrator.
roles
Default role
Click Administrator.
Tip: There is no need to enter a password for this account. The first time you log on to UNIFI software with this account, the password defaults to your username and you must change the password.
5. Click Save.
6. Click Administration, and then click Assign Licenses from the Licensing section.
7. On the Assign License page, assign to the new administrator account a license.
Tip: When you assign a license, you do not need to confirm the action by clicking Save. After you create a new administrator account and assign it a license, you must revoke the license from the default administrator account, and then disable the user account.
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To revoke the administrator account license and then disable it:
1. Click Administration > Licensing > Assign Licenses.
2. On the Assign Licenses page, click "Administrator, UNIFI", and then right-click Revoke.
Result: The number of available licenses increases by 1.
3. Click Administration > Security > Users.
4. From the Global User list, click administrator (UNIFI, administrator) user account, and then click Modify.
5. In the Account Settings tab of the User Editor, select Disabled from the Current Status field.
6. Click Save.
See also:
l Activate UNIFI licenses
Install UNIFI software on a client
The Waters UNIFI installation wizard guides you through the installation process. Allow approximately 15 minutes to complete the installation.
Recommendations:
l If you are using DHCP, reserve the IP address for the client.
l After you install UNIFI software on a client, do not change the IP address or computer name of the client. When you install UNIFI software on a client, the language installed is based on the client's operating system language. If the client's operating system is English, the software is installed in English. You cannot install the Japanese version of UNIFI software, on an English client.
Before you begin
Before you install UNIFI software on a client, configure these Windows settings:
l Turn on Microsoft Message Queue (MSMQ) server
l Configure the power options
l Turn on the network discovery and file and printer settings l Ensure the correct option is enabled for Windows updates (not the "Install updates automatically" option).
l Verify connectivity between client and workgroup server
Turn on MSMQ Server
Before you install UNIFI software on a client, you must turn on MSMQ Server.
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To turn on MSMQ:
1. Click Start > Control Panel > Programs > Programs and Features.
2. Click the option to "Turn Windows features on or off".
3. In the Windows Features dialog box, expand Microsoft Message Queue (MSMQ) Server, and then expand Microsoft Message Queue (MSMQ) Server Core.
4. Select MSMQ HTTP Support and MSMQ Triggers.
Tip: Do not select MSMQ Active Directory Domain Services Integration and Multicasting Support.
5. Click OK, and then wait while the features are configured.
Configure the power options
You must configure the power management settings for the client to turn off the power saving feature.
To configure the power options:
1. From Windows Control Panel, click System and Security, and then Power Options.
Alternate: From the Search Programs and Files, type Power Options.
2. On the Power Options page, click Show additional plans, select High performance, and then click "Change plan settings".
3. On the Edit Plan Settings page, perform these tasks, and then click Save changes:
l Select Never from the "Turn off the display" field.
l Select Never from the "Put the computer to sleep" field.
4. On the Edit Plan Settings page, click "Change advanced power settings".
5. In the Power Options dialog box, complete these tasks, and then click OK.
Client power option settings:
56
Power options
Setting
Expand Hard Disk and "Turn off hard disk after"
Type Never in the Setting(Minutes) field
Expand Sleep settings:
Sleep after
Never
Allow hybrid sleep
Off Hibernate after
Never
Allow wake timers
Disable
Expand USB settings and "USB selective suspend"
Disabled
Expand Display and "Turn display after"
Never
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Turn on network discovery and file and printer sharing settings
Enable the Windows network discovery and file and printer sharing settings on the client.
To turn on Windows network discovery and file and printer sharing settings:
1. From Windows Control Panel, click "Network and Internet".
2. From the Network and Internet page, click "Network and Sharing Center".
3. From the Network and Sharing Center page, click "Change advanced sharing settings".
4. From the Change sharing options for different network profiles, expand one of the profiles, and then make these selections:
l From Network discovery, click "Turn on network discovery".
l From File and printer sharing, click "Turn on File and printer sharing".
5. Click Save changes.
Enable the correct option for Windows updates
You must select the "Check for updates, but let me choose whether to download them" option for Windows updates. Ensure that the "Automatic updates" option is disabled.
To specify the correct option for Windows updates on a client:
1. From Windows Control Panel, click "System and Security".
2. From the System and Security page, click "Windows Update".
3. From the Windows Update page, click "Change settings" page.
4. In the Important updates section of the Change Settings page, select "Check for updates, but let me choose whether to install them" option, and then click OK.
Verify connectivity between the client and workgroup server
Before you install UNIFI software on a client, ensure it can connect to the workgroup server by pinging the server.
To ping the workgroup server:
1. From Windows' Explorer "Search programs and files", type Run, and press Enter.
2. In the Run dialog box, type cmd.exe.
3. In the Command prompt window, type ping <IP Address>, where IP Address is the IP address of the server.
Install UNIFI software on a client
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Install UNIFI software from the product DVD
Requirement: You must have Windows administrator privileges to install UNIFI v1.7 software.
To install the UNIFI software on a client computer:
1. Insert the UNIFI DVD into your computer's DVD drive.
Tip: If the installer does not automatically start, open Window's Explorer, browse to the DVD drive, and double-click Setup.exe.
2. From the installation menu, click Install UNIFI Workgroup server.
3. On the "What do you want to install?" page, click "Install the UNIFI client".
4. On the License Agreement page, read the agreement, click "I accept the terms of the license agreement", and then click Next.
5. On the Select an installation drive page, perform one of the following tasks:
l Click Next to install the software on the C drive.
l Select a drive other than C to install the software on a different drive.
6. On the UNIFI Application Server Settings page, type the name or IP address of the workgroup server, and then click Next.
7. On the Ready to install page, click Install.
8. On the Installation Wizard Complete page, click Finish.
Tip: If the verification failed, click the link to open the installation log file. If the software was not successfully installed, submit a request for Waters technical support at this web address: http://www.waters.com/irequest. If you close the installation wizard and you want to open the installation log, browse to C:\Windows\WatersInstallationSummary.
After you install UNIFI software on a client
After you install UNIFI software on a client, you can install a UNIFY print driver; however, you must install UNIFI software first and then the UNIFY print driver. For instructions on how to install the UNIFY print driver, see the NuGenesis 8 Installation and Configuration Guide.
Install UNIFI software on a laboratory network device
Laboratory Network Devices (LNDs) control and collect data acquired from connected instrument systems. You can purchase one from Waters Corporation, or you can configure a custom LND. Waters recommends that you purchase an LND that is pre-configured to work with UNIFI software.
When you install UNIFI software on an LND, the language installed is based on the LND's operating system language. If the LND's operating system is English, the software is installed in English. You cannot install the Japanese version of UNIFI software, on an English LND.
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Recommendations:
l After you install UNIFI software on an LND, Waters recommends that you do not change the IP address or computer name of the LND. l If you are using DHCP, Waters recommends that you reserve the IP address for the LND.
l If you are using real-time virus scanning, exclude all UNIFI–related folders and their subdirectories. Some real-time virus scanners mistake normal UNIFI software functionality for virus activity, causing data buffering problems.
Before you begin
If you install UNIFI software on a Waters laboratory network device, ensure the correct option is enabled for Windows updates (not the "Install updates automatically" option).
Install UNIFI software on a custom laboratory network device
If you install UNIFI LND software on a computer other than the Waters UNIFI Laboratory Network Device, you must perform these tasks:
l Ensure the correct option is enabled for Windows updates (not the "Install updates automatically" option).
l If you are using real-time virus scanning, exclude all UNIFI–related folders and their subdirectories. Some real-time virus scanners mistake normal UNIFI software functionality for virus activity, causing data buffering problems.
l Turn on the network discovery function and file and printer sharing function.
l Turn on MSMQ server.
l Configure the power options.
l Configure the instrument LAN.
l Configure the Windows firewall settings.
Enable the correct option for Windows updates
You must select the option "Check for updates, but let me choose whether to download them" for Windows updates.
To specify the correct option for Windows updates on a client:
1. From Windows Control Panel, click "System and Security".
2. From the System and Security page, click "Windows Update".
3. From the Windows Update page, click "Change settings" page.
4. In the Important updates section of the Change Settings page, select "Check for updates, but let me choose whether to install them" option, and then click OK.
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Turn on network discovery and file and printer sharing settings
Enable the Windows network discovery and file and printer sharing settings on the laboratory network device.
To turn on Windows network discovery and file and printer sharing settings:
1. From Windows Control Panel, click "Network and Internet".
2. From the Network and Internet page, click "Network and Sharing Center".
3. From the Network and Sharing Center page, click "Change advanced sharing settings".
4. From the Change sharing options for different network profiles, expand one of the profiles, and then make these selections:
l From Network discovery, click "Turn on network discovery".
l From File and printer sharing, click "Turn on File and printer sharing".
5. Click Save changes.
Turn on the Microsoft Message Queue Server
Before you install UNIFI software on a computer other than the Waters UNIFI Laboratory Network Device, you must turn on the MSMQ server.
To turn on the server:
1. Click Start > Control Panel > Programs > Programs and Features.
2. Click the option "Turn Windows features on or off".
3. In the Windows Features dialog box, expand Microsoft Message Queue (MSMQ) Server, and then expand Microsoft Message Queue (MSMQ) Server Core.
4. Select MSMQ HTTP Support and MSMQ Triggers.
Tip: Do not select MSMQ Active Directory Domain Services Integration and Multicasting Support.
5. Click OK, and then wait while the features are configured.
Configure the power options
You must configure the power management settings for the LND to turn off the power saving feature.
To configure the power options:
1. From Windows Control Panel, click System and Security and then Power Options.
Alternate: From the Search Programs and Files, type Power Options.
2. On the Power Options page, click Show additional plans, select High performance, and then click "Change plan settings".
3. On the Edit Plan Settings page, perform these tasks, and then click Save changes:
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l Select Never from the "Turn off the display" field.
l Select Never from the "Put the computer to sleep" field.
4. On the Edit Plan Settings page, click "Change advanced power settings".
5. In the Power Options dialog box, do the following tasks, and then click OK.
LND power option settings:
Power options
Setting
Expand Hard Disk and "Turn off hard disk after"
Type Never in the Setting(Minutes) field
Expand Sleep settings:
Sleep after
Never
Allow hybrid sleep
Off Hibernate after
Never
Allow wake timers
Disable
Expand USB settings and "USB selective suspend"
Disabled
Expand Display and "Turn display after"
Never
Configure the Instrument LAN
You must configure the power management settings and assign the IP address for the Instrument LAN to communicate with the instruments. Log on to the LND as the local administrator. l Configure the power management settings
l Configure IP address
To configure the power management settings:
1. Click Start > Control Panel > Network and Internet > Network and Sharing Center > View network status and tasks > Change adapter settings.
2. Right-click Instrument LAN, and then click Properties. If you are instructed to enter an administrator password or confirmation, do so.
3. On the Networking tab, click Configure.
4. On the Power Management tab, clear the "Allow the computer to turn off this device to save power" checkbox, and then click OK.
To configure the IP address:
1. Click Start > Control Panel > Network and Internet > Network and Sharing Center > View network status and tasks > Change adapter settings.
2. Right-click Local Area Connection, Instrument LAN, and then click Properties. 3. On the Networking tab, clear the Internet Protocol Version 6 (TCP/IPv6) checkbox.
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4. Select Internet Protocol Version 4 (TCP/IPv4), and then click Properties.
5. In the Internet Protocol Version 4 (TCP/IPv4) Properties dialog box, click "Use the following IP address".
6. Assign the following IP address and Subnet mask, and then click OK: l IP address: 192.168.0.1
l Subnet mask: 255.255.255.0
Result: The assigned setting is saved for the local area connection, instrument LAN.
Configure the Windows firewall settings
For a laboratory network device, you must configure Windows firewall settings to turn off the Windows firewall for the Instrument LAN (public network). Tip: For the instruments to communicate with the LND, you must configure the LND's Windows firewall settings.
To configure the Windows firewall settings:
1. Click Start > Control Panel > Network and Internet > Network and Sharing Center > Windows Firewall.
Alternative: Right-click Network from the desktop and then select Properties > Windows Firewall.
2. On the Windows Firewall page, click "Turn Windows Firewall on or off".
3. On the Customize Settings page, perform these tasks, and then click OK:
l Click "Turn on Windows Firewall" for the "Home or work (private) location settings".
l Click "Turn off Windows Firewall (not recommended)" for the "Public network location settings".
Install UNIFI software on a laboratory network device
The Waters UNIFI installation wizard guides you through the installation process. You should allow approximately 30 minutes to complete the installation.
Requirement: You must have administrator privileges to install UNIFI v1.7 software.
To install the UNIFI software on a laboratory network device:
1. Insert the UNIFI DVD into your computer's DVD drive.
Tip: If the installer does not automatically start, open Window's Explorer, browse to the DVD drive, and double-click Setup.exe.
2. From the installation menu, click "Install UNIFI Workgroup server".
3. On the "What do you want to install?" page, click "Install the UNIFI laboratory network device".
4. On the License Agreement page, read the agreement, click "I accept the terms of the 62
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license agreement", and then click Next.
5. On the Select an installation drive page, perform one of these operations:
l Click Next to install the software on the C drive.
l Select a drive other than C to install the software on a different drive.
6. On the UNIFI Application Server settings page, type the name or IP address of the workgroup server, and then click Next.
7. On the UNIFI Database Settings page, click Next.
8. On the Ready to install page, click Install.
9. On the Installation Wizard Completed page, click Finish. Tip: If the verification fails, click the link to open the installation log. If the software was not successfully installed, submit a request for Waters technical support at this web address: http://www.waters.com/irequest. If you close the installation wizard and you want to open the installation log, browse to C:\Windows\WatersInstallationSummary.
Automate database backups to a network location
If you chose "Enable FRA Offline Storage" during software installation and want to automate the copying of database backups to a network location, you must modify the OracleServiceUNIFI and the OracleASM Listener services to include a named user account. The named user account can be local user account or domain user account. The domain user account is always referred as <domain name\user account>.
Tip: This procedure documents how to automate the copying of the database backups to a network location. It does not include data moved to an offline location by an offline storage management system.
To copy database backups to a network location using a named user account, you must perform these tasks:
l Create an OS or domain user account with the correct permissions
l Create a network share for stored database backups and provide access to the OS or domain user account
l Add credentials to access the network share to automatically access the network
l Create the OracleCRSToken Service and then manually set the password l Stop the database and Oracle listener
l Stop Oracles services, if necessary, and then specify that services can run with a local or domain user account
l Grant permission to the named user to use the Oracle resources
l Start services
l Start the database and then restart the server
l Verify backups are copied to network location by running the At1 or At2 database backup scheduled tasks
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4 Installing a UNIFI Workgroup
Create an OS user account with the correct permissions
The user can be a domain user or a local user. If the user is on a different domain than the server, a trust relationship must exist between the two domains. If you want to use a domain user account, you may want to create a new one, because this account's password will never expire and cannot be changed. You must exempt this domain user account from any policies that require password changes.
Requirement: The user must be part of the ORA_DBA and the local Administrators group.
Create local user accounts
To create an OS user on the local server with the correct permissions:
1. On the server, open Server Manager.
2. In the Server Manager window, expand Configuration > Local Users and Groups.
3. Click Action, and then New User.
4. In the New Action User dialog box, perform these tasks, and then click OK:
l Type the Full name and description of the user.
l Select these password settings: "User cannot change password" and "Password never expires".
5. Right-click the user you just created, and then select Properties.
6. In the Properties dialog box, select the Member Of tab, click Add to add the "Administrators" and "ora_dba" groups to this user account.
Create domain user accounts
If you are using a domain account, you must add the domain account to the local "Administrators" and "ora_dba" group.
To add domain account to required groups:
1. On the local server, open Server Manager.
2. In the Server Manager window, expand Configuration > Local Users and Groups > Groups.
3. Right-click on Administrators group > Properties.
4. In the Administrator’s properties dialog box, click Add.
5. in the Select Users, computers, service accounts, or groups dialog box, type <domain\username> in the "Enter the objects name to select" text box.
6. Click OK.
7. When prompted enter a user account and password for an account that contains the privilege to add to the group.
Create a network share to store database backups
To store database backups on a network share, you must perform these tasks:
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Automate database backups to a network location
l Identify the directory to store the database backups.
l Create a network share.
l Grant permissions to the local or domain user account to this network share.
To identify a database backup directory and create a network share:
1. Locate a directory to store the database backups.
2. Right-click Properties on the directory you are going to share.
3. On the Properties dialog box, click the Sharing tab, and then click Advanced Sharing.
4. In the Advanced Sharing dialog box, perform these tasks:
l Click “Share this folder”.
l Enter the share name (typically OfflineBackup$, but you can change the share name to anything you want).
l Click Permissions.
5. On the Share Permissions tab, click Add, type the domain or local user account in the "Enter the object names to select" text box, and then click OK.
6. On the Share Permissions tab, select your OS or domain user account, and then click Full Control.
7. Click Apply, and then click OK.
8. On the Advanced Sharing tab, click OK.
To grant permissions to the local or domain user account to this network share:
1. On the Properties dialog box, click the Security tab, and then Advanced.
2. On the Advanced Security settings page, click Change Permissions, and then click Add.
3. In the Select, User, computer, Service Account, or Group dialog box, type the domain or local user account in the "Enter the object name to select" text box and then click OK.
4. In the Permission Entry dialog box, click Allow Full Control, and then click OK.
5. In the Permissions tab of the Advanced Security Settings dialog box, click OK. 6. In the Security tab, click close.
Add credentials to automatically access the network share
You can add the credentials of the domain or local user account to automatically access the network share.
To add the credentials to automatically access the network share:
1. From Control Panel > User Accounts > Credential Manager, click Add a Windows Credential.
2. In the Add a Windows Credential page, perform these tasks, and then click OK:
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4 Installing a UNIFI Workgroup
l Type the computer name of where the network share resides in the "Internet or network address" text box.
l Type the <domain name\ user account> in the User Name text box.
l Type the password for this account. Result: The name of the network computer appears in the list under Windows Credentials.
Create the OracleCRSToken Service and then manually set the password
This service, also known as OSTS, simplifies access control and identity propagation across heterogeneous platforms.
See: Oracle Security Token Service 11gR2 document from Oracle.
To create the OracleCRSToken Service:
1. From the server, open a command prompt, and then type this command:
l Set Oracle_home= C:\Waters\oracle\asm
l Type crsuser add <domainname>\<username>
Tip: For a local user, specify the nodename\username
2. When prompted for the password, press [Enter] to leave the password blank.
Example:
C:\waters\oracle\asm\cruser add devtest\orauser
Enter the password for oracle domain\oracluster: [Press Enter].
To manually set the password for the OracleCRSToken Service:
1. On the server, open Server Manager.
2. Open services, right-click the OracleCRSToken service, and then select Properties.
3. In the OracleCRSTokenService dialog box, perform on these tasks:
l On the Log On tab, locate the OS user account you just created, and then type and confirm this user's password.
l On the General tab, set the Startup Type to Automatic, and then start the service.
Stop the database and Oracle listener
You must stop the database and then Oracle listener.
To stop the database and Oracle listener:
1. From the server, open a command prompt.
2. From the Command window, change the directory to C:\Waters\Oracle\ASM and then type these commands:
l C:\Waters\oracle\ASM>srvctl stop database -d <database name>
l C:\Waters\oracle\ASM>srvctl stop listener
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Tip: The default <database name> is UNIFI. Stop services
Confirm that the OracleServiceUNIFI and OracleASMTNSListener services are stopped. If for some reason these service are not stopped, you must stop them by using the Windows Manage Services feature. You must also set the services to run with the domain or local user account.
To specify that the Oracle services can run with the domain or local user account:
1. For the OracleServiceUNIFI service and OracleASMTNSListener service right-click Properties.
2. In the Properties dialog box, select the Log On tab, and then select the option to log on as "This account" and type the local or domain user account and password in the "This account" box.
Important: Do not browse to select the user account, you must type the domain\user account or local user account and password in the "This account" text box.
Grant permissions to the named user
You must grant permissions to the local or domain user account that you previously created to use Oracle resources.
From the server, open a command prompt, change the directory to C:\Waters\oracle\ASM\BIN, and then type these commands:
l C:\Waters\oracle\ASM\BIN>crsctl setperm resource ora.LISTENER.lsnr-o <domain name>\user account
l C:\Waters\oracle\ASM\BIN>crsctl setperm resource ora.unifi.db -o<domain name>\user account
Start services
You must start these services on the server: OracleASMTNSListenener and OracleServiceUNIFI. To start the services:
1. On the server, open Server Manager.
2. Open services, right-click the OracleServiceUNIFI and OracleASMTNSListener services, and select Start. Modify the database backup tasks to run as the local or domain user
account
You must modify the database backups tasks (At1 and At2) to run as the local or domain user account.
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4 Installing a UNIFI Workgroup
To modify the database tasks:
1. In Task Scheduler, open the Task Scheduler library.
2. Right-click At1 and select Properties.
3. In the General tab of the At1 Properties dialog box, select "Windows Vista, Windows Server2008" in the Configure for text, and then click "Change User or Group".
4. In the Select User or Group dialog box, type the <domain name\user account> in the "Enter the object name to select" text box, and then click OK.
5. In the Windows Security dialog box, type the user name and password of the domain or local account that has permissions to change the scheduled tasks on the local server, and then click OK. 6. When prompted type the password for the local or domain user account and then click OK.
7. Repeat all previous steps for At2 scheduled task.
Start the database and then restart the server
You must restart the database first to ensure that all the services are back online and then restart the server to refresh the environment.
To restart the database, open a command prompt from the server, and type the following: C:\Waters\oracle\ASM\>srvctl start database -d <database name>.
Restart the server.
Verify backups are copied to network location
You can verify that the database backups will be copied to the network location by manually running the At1 or At2 scheduled task. To manually run the database backup tasks:
1. In Task Scheduler, open the Task Scheduler library.
2. Right-click At1 or At2 and select Run.
Once completed, verify that the network share contains the database backup. To verify that the task is completed, click Actions > Display All Running Tasks in the Task Scheduler window.
Tip: If you didn't enable FRA Offline Storage during installation, you must edit the scheduled tasks for both hot and cold backups as outlined in the "Archive database backups" section of the UNIFI System Administrator's guide.
Remove UNIFI software from a workgroup configuration
When you must remove UNIFI software from a workgroup configuration, perform these operations in sequence:
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Remove UNIFI software from a workgroup configuration
Number
Task
1
Export all data folders.
Export Rule: You must export data folders before you remove data from UNIFI software. If you do not export your data, the data UNIFI
will be irretrievably lost. 2
Take all instrument systems offline.
Modify device status
3
Physically disconnect instrument systems from laboratory network devices, to prevent re-detection.
4
Decommission and then delete all instrument systems. Delete devices
Requirement: If you have qualification results for an instrument system, you must export the results and then delete them from the Qualification Center before you can delete the instrument system.
5
Remove all instruments and then all instrument drivers.
6
Change the status of all laboratory network devices from Modify online to offline, and then to decommissioned. device Important: Once decommissioned, do not restart labor- status
atory network devices because they will re-register on the workgroup server.
7
Change the status of clients from online to decommissioned. Important: Once decommissioned, do not restart the clients because they will re-register on the workgroup server.
Modify device status
8
Deactivate all licenses from the workgroup server. If you installed and used Qualification licenses, contact Waters Technical Support to deactivate used Qualification licenses.
Activate and deactivate licenses
9
Close Portal.
10
Uninstall UNIFI software in either of these ways:
l Run the UNIFI installation wizard again for each of these devices: client, laboratory network device, and workgroup server.
l Open the Microsoft Windows Control Panel, and user the Programs and Features option to uninstall a program.
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Refer to
this
Help
topic
Delete devices
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4 Installing a UNIFI Workgroup
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5
Managing the Database
Contents:
Back up the workstation database
Restore the workstation database
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Back up the workstation database
You can back up and restore the UNIFI workstation database using the following Backup and Restore scripts located in this folder:
<installation_directory>:\Waters\Oracle\Scripts\BackupRecoverScripts.
Workstation Scripts Purpose
Backup.bat
Performs a cold full backup of the database.
Rmanwarchlv0.cmd
Performs a hot full backup of the database.
Rmanwarch.cmd
Performs a hot incremental backup of the database.
Important: Make a copy of the BackupRecoverScripts folder, and put the copy in a secure location, retaining the original folder in the event you modify the backup scripts.
Before you back up the workstation database
Before you back up the UNIFI workstation database, complete these tasks:
l Confirm that the instrument system is idle.
l Ensure all Portal sessions are closed.
Windows user groups
When you install UNIFI software on a workstation, two user groups are automatically created: UNIFI operators and ora_dba. Do not modify or delete these user groups. The UNIFI operators group includes services that are required for UNIFI software to function properly.
The ora_dba group is created by Oracle and automatically includes the user name of the administrator who installs UNIFI software. Users who belong to this group can log on to the database locally and perform SYSDBA functions. Requirement: You must be a member of the ORA_DBA group on this workstation to perform a database backup. 18 October, 2013, 715004165 Rev. A
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5 Managing the Database
Back up database to default location
You can back up the database to the default location <installation drive>:\Waters \oracle\fast_recovery_area or to a specified location. To back up the UNIFI database:
1. From the Windows Start menu, type cmd in the Search programs and files.
2. Right-click cmd.exe, and then select Run as Administrator.
3. From within the command window, at the command prompt, type the following command to change directories:
cd C:\
<installation_drive>:\Waters\oracle\scripts\BackupRecoveryScripts
4. At the command prompt, type the following command "backup".
Result: The backup script runs in verbose mode, so that you can view its progress.
Important: When the backup process finishes, the command prompt appears, ready to receive another command.
To view the backup log file:
1. Open Windows Explorer, and navigate to this file system location:
<installation_drive>:\Waters > Oracle > Scripts > BackupRecoverScripts > logs
Tip: The backup script creates the log file using the following naming convention:
MonthDayYearHourMin.log: for example, May0220111105.log.
2. To view the log file content, open it in Notepad or another text editor.
Back up database to a specified location
You can back up the database to a specified location by editing the rmanbackup file.
To edit the rmanbackup file:
1. Open Windows Explorer, and navigate to this file system location:
<InstallationDirectory>:\Waters > Oracle > Scripts > BackupRecoverScripts.
2. Select rmandbackup and the right-click Edit. 3. In Notepad, after db_recovery_file_dest_size command, type this new command: SQL 'alter system set db_recovery_file_dest="<location>" scope=both'; Where location is the backup location (for example: D:\Backup).
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Restore the workstation database
4. Click Save and then close Notepad.
5. Run the Backup.bat file.
Result: A database backup is created in the location you specified.
Managing backup-related files
The Waters UNIFI workstation backup process keeps only the last two backups in the AUTORECOVERY and BACKUPSET folders. When you complete a third backup, the latest version (by date) backup is deleted.
The backup process creates and stores backup-related files in the following folders in the installation directory:
<installation_directory>WATERS > ORACLE > FLASH_RECOVERY_AREA > UNIFI folder
l AUTOBACKUP folder includes a sub-folder named Year_Month_Day: for example, 2011_05_02. This folder contains a *.BKP file, which contains a backup of your control files.
l BACKUPSET folder includes a sub-folder named Year_Month_Day. This folder contains a *.BKP file, which contains a backup of your database data files and table spaces.
Recommendation: Periodically back up the WatServiceHost logs and the portal folders contained in the C:\ProgramData\Waters\Logs folder.
To back up the WatServiceHost logs and portal folders:
1. From within a Windows Explorer window, show hidden folders.
2. Navigate to the C:\ProgramData folder, to view its content.
3. In the ProgramData folder > Waters > Logs folder, copy the oldest WatServiceHost logs and portal files into another folder to save as backup.
4. In the ProgramData > Waters > Logs folder, delete the oldest files, and keep only the newest files.
Requirement: Do not delete these files:
l Waters.Deployment.InstallUtil.exe.log
l Waters.UdfTypeScannerlog
l DetectInstrument.log
Restore the workstation database
You can back up and restore the UNIFI workstation database using the following Backup and Restore scripts located in this folder:
<installation_directory>:\Waters\Oracle\Scripts\BackupRecoverScripts.
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5 Managing the Database
Workstation
Scripts
Purpose
Backup.bat
Cold backup of the database and calls RManBackup.cmd which performs a full backup.
Rmanwarchlv0.cmd Performs a hot full backup of the database.
Rmanwarch.cmd
Performs a hot incremental backup of the database.
EXECLOG
Called in the RestoreDB.bat script.
When you restore the workstation database, it is recovered to the last backup only. No recovery occurs from REDO logs because the restore scripts contain a "noredo" option.
Tip: It is important that the computer name and IP address remain the same for the database restoration process to work correctly. If you are replacing the workstation with a new computer, you cannot restore the database on a new workstation with a different computer name and IP address.
Before you restore the workstation database
Before you restore the UNIFI workstation database, you must complete these tasks:
l Confirm that the instrument system is in an idle state.
l Close the UNIFI portal.
l Verify your Oracle sys account password and your Oracle SID because they are required to run the scripts. The default Oracle SID is UNIFI.
l Verify your database ID. You can find the database ID in the backup.log.files.
To restore the UNIFI workstation database:
1. From the Windows Start menu, type cmd in the Search programs and files.
2. Right-click cmd.exe, and then select Run as Administrator.
3. In a command window, at the command prompt, type the following command line to change directories:
cd <installation_directory>:\Waters\oracle\scripts\BackupRecoveryScripts
4. At the command prompt, type the following command, followed by your Oracle SID and your Oracle sys password:
restoredb.bat <Oracle SID> <your_Oracle_sys_password><database ID>
Example: C:\ RestoreDB.bat UNIFI Oracle 4282913195
See also: UNIFI System Administrator's Guide, "Record database information" for instructions on how to find the database ID. The database ID may be recorded on the Change information page in UNIFI software. To access this page, log on to Portal and then click Administration. From the Administration page, click Software Management and then UNIFI information.
Rule: The Restore script does not run in verbose mode. Depending on the size of your database, the restoration process can require several minutes.
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Restore the workstation database
Important: The restoration process replaces all data files, control files, and table spaces from the most recent backup. It does not restore changes made after your last backup. Any changes made since the last backup will be lost. When the restoration process ends, the command prompt appears, ready to receive another command.
To view the restore log:
1. Open Windows Explorer, and navigate to the this folder:
<InstallationDirectory>Waters > Oracle > Scripts > BackupRecoverScripts folder.
2. To view the content of the restore.log file, open it in Notepad or another text editor.
Tip: Each time you restore the database, the restoration process appends additional information to the restore.log file.
Restore database from a specified location
If you backed up the database from a specified location, rather than the default location (C:\Waters \oracle\fast_recovery_area), you must modify the DBRestoreWKSN.sql file to change the database recovery file destination location. To modify the DBRestoreWKSN sql file:
1. Open the DBRestoreWKSN sql file in Notepad.
2. Update the db_recovery_file_dest = '<new specified location>' in two places in this file. Where <new specified location> is the database backup location (for example: D:\Backup).
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6
Verifying the installation
Contents:
Verify installed files on a workstation
Verify installed files for a workgroup
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Verify installed files on a workstation
After you install the UNIFI software and licenses, you can generate a Verify Files report.
To generate the Verify Files report:
1. Click Administration > Qualification and Maintenance.
2. On the Qualification and Maintenance page, select Qualify > Qualify Software.
3. Select the workstation, and then click "Execute Verify Files for selected line" .
4. In the Configuration pane, select the History tab, and then click "Verify files report" or the "Extended Verify files report" link to open the report.
Tip: You can view and print two versions of the Verify files report: the Verify files report and the Extended Verify files report. The Verify files report lists the checksums at the folder level and the Extended Verify files report lists all files for all folders that are checked and verified during installation. The difference between these two reports is approximately 50 pages.
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6 Verifying the installation
Verify files report example:
Verify installed files for a workgroup
After you install the UNIFI software and licenses, you can generate a Verify Files report for each device that comprises a workgroup configuration. Tip: The Verify Files report can require several minutes to generate.
To generate the Verify Files report:
1. Click Administration > Qualification and Maintenance.
2. On the Qualification and Maintenance page, select Qualify > Qualify Software.
3. On the Qualify Software page, select Clients, Laboratory Network Devices, or Workgroup Servers, and then click the "Execute Verify Files for selected line" icon.
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Verify installed files for a workgroup
Tip: To select multiple LNDs and clients, press [Shift] and left-click . Qualify Software:
4. In the Configuration pane, select History tab, and then click the "Verify files report" or "Extended Verify files report" link to open the report.
Tip: You can view and print two versions of the Verify files report: the Verify files report and the Extended Verify files report. The Verify files report lists the checksums at the folder level and the Extended Verify files report lists all files for all folders that are checked and verified during installation. The difference between these two reports is approximately 50 pages.
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6 Verifying the installation
The Verify Files report displays in the Report Viewer page. You can print this report.
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7
Troubleshooting
Contents:
Record a problem
UNIFI Installation troubleshooting
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81
Record a problem
n
Start > Search programs and files > Problem Steps Recorder
To record your interactions with a software application when it encounters a problem, use the Microsoft Windows 7 utility called Problem Steps Recorder. The utility records the problem by creating step-by-step screen captures enhanced with descriptive text. It then saves the screen captures and text to a zip file, which you can email to experts for troubleshooting. To record a problem:
1. Click Start, and in the "Search programs and files" text box, type Problem Steps Recorder.
2. Click Start Record, and perform the actions that produce the problem.
Tips: l To pause the recorder, select Pause Record.
l To add a comment to the record, select the area of the window that you want to comment on, and then click Add Comment.
3. Click Stop Record.
4. In the Save As dialog box, type a name for the zip file, and then specify its location.
UNIFI Installation troubleshooting
This chapter provides solutions to problems you can encounter while installing the UNIFI software. It describes possible symptoms and corrective actions.
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7 Troubleshooting
Problem
Symptom
Solution
Cannot log on The error message: Verify that the Waters Service Host is started:
to UNIFI soft- “Cannot find Service…” 1. Right-click My Computer.
ware using the appears.
2. Click Services and Applications > Services.
administrator 3. In the Services area, select Waters Service account from a Host, and verify the status is Started, and the workstation or Startup Type is set to Automatic (delayed a workgroup start). If the service is not started, click Start server.
or Restart the service.
Tip: You cannot check Waters Service Host from a client computer.
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Cannot import files from other applications into UNIFI software.
The Waters UNIFI Printer does not appear in the Windows printer list.
If you did not install the Waters UNIFI printer when you installed UNIFI software, you cannot import files from other applications into UNIFI software. If you want to import files from other applications into UNIFI software, you must install the components required to import these two file types:
l Reports: Waters UNIFI printer
l Data files: Waters internal printer queue
Cannot log on to UNIFI portal using a client computer.
This error message Restart Waters Client services:
appears: "This UNIFI 1. From the Start menu, right-click My Comclient is not registered or puter > Manage.
it was decommissioned. 2. In the Computer Management dialog box, Please use a valid one click Services, and Applications > Services.
or contact your system 3. In the Services area, double-click WatCliadministrator".
entServiceHost and then click Start.
Cannot log on to UNIFI portal using a client computer.
The error message Contact your system administrator.
appears: "Portal session Determine if network is down. If the network is closed because the down, a UNIFI client cannot communicate with application server was the workgroup server.
offline or unavailable". If the workgroup server is not down, wait ten minutes and try again to log on to UNIFI.
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UNIFI Installation troubleshooting
Problem
Symptom
Cannot log on to UNIFI portal using a client computer.
The error message Complete one of these operations:
appears: "Downloading l Uninstall and then reinstall UNIFI software this file from server <IP on the client, and specify the server's host address> error name, not the IP Address needed to connect occurred."
to the workgroup server.
l Modify LAN settings as follows:
l In Internet Explorer, click Tools > Internet Options.
l On the Internet Options dialog box, click Connections, and then click LAN settings.
l On the Local Area Network (LAN) Settings dialog box, clear the check box "Use a proxy server for your LAN". Cannot perform database backup on a workstation.
Cannot qualify Server IQ stops at the software.
50 % mark and fails to create report.
Solution
You must be a member of the ORA_DBA group on this workstation to back up the database.
If you are installing UNIFI software on an English workstation or workgroup server, you must confirm that your Windows regional settings are configured for English (United States). The symbols for English (United States) use decimal, not comma formatting, which is important when displaying numeric values ("12.56", not "12,56").
To confirm that you have the correct
regional settings:
1. From the Windows "Search programs and files" text box, type Regional Settings.
2. In the Region and Language dialog box, ensure "English (United States)" is selected as the format in the Formats tab.
Cannot bring LND online after migrating or upgrading the workgroup server.
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You must upgrade UNIFI software on a laboratory network device after you upgrade or migrate the workgroup server.
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7 Troubleshooting
Problem
Symptom
Database backup did not run automatically.
Solution
If your workgroup server is located outside the US, you may need to create a database backup schedule tasks in Windows Task Scheduler. Refer to the UNIFI System Administrator's Guide for the procedure to create a database schedule task.
Cannot view Windows collapses all In Windows Devices and Printers, right click Waters printer. devices from the same Waters UNIFI printer to display all Waters' printmanufacturer in a single ers.
icon. The Waters Internal Print Queue sometimes only appears in Windows Devices and Printers.
Cannot select the ASM data disk drives during software installation.
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ASM data disk drives are not enabled on the Oracle ASM drive selection page of the installer.
The ASM data disk drives are allocated. They must be online and unallocated.
Tip: If a disk is online and has a drive letter assigned to it, right-click on the disk, select Delete Disk, and then Delete Volume. Right-click on the disk and select Delete Partition.
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UNIFI Installation troubleshooting
Problem
Symptom
Solution
Cannot download UNIFI license activation file from the Waters web site.
Windows Internet Explorer version 9 restricts an encrypted file from being downloaded.
Turn off the "Do not save encrypted pages to disk" option in the Internet Options dialog box.
To turn off this feature, do the following:
Cannot download UNIFI license activation file from Waters web site.
Windows Internet Explorer version 10 restricts an encrypted file from being downloaded.
Turn off the "Do not save encrypted pages to disk" option in the Internet Options dialog box.
To turn off this feature, do the following:
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1. In IE 9, click Tools (Alt-X) > Internet options.
2. In the Internet Options dialog box, click the Advanced tab.
3. On the Advanced tab, clear the "Do not save encrypted pages to disk" option in the Security section, and then click OK.
1. In IE 10, click Tools (Alt-X) > Internet options.
2. In the Internet Options dialog box, click the Advanced tab.
3. On the Advanced tab, clear the "Do not save encrypted pages to disk" option in the Security section, and then click OK.
4. On the Security tab, select Internet, click Custom level, and then click OK.
5. Scroll down to the Downloads option and then click Enable, and then click OK.
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GMP Default Installations
Contents:
Default settings overview
Data folders
Global policies
Folder policies
Roles
Predefined reasons
Predefined meanings and comments
Custom fields
User account
Event properties
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Default settings overview
When you install UNIFI software, you decide whether you want to configure policy and audit trail settings for a regulated (GxP) or non-regulated environment. If you chose "Configure settings for a regulated environment (GxP)", UNIFI software configures data folders, global policies, folder policies, roles, custom fields, event properties, an administrator user account, and predefined reasons to comply with GxP (Good Practice quality guidelines and regulations). You can change these settings at any time.
If you chose "Configure settings for a regulated environment (GxP)", UNIFI software configures these policies and settings.
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Default settings for a non-regulated environment:
Policy
Description
Global policies
Global policies establish rules for the entire system, such as how to display the time and date in the software.
Folder policies
UNIFI software applies the GMP data folder reason policy to the Company (root) data folder. This folder policy defines whether users are required to enter a reason and their passwords when they modify or delete objects such as, analysis injections, processing of analyses, reports, that reside in data folders. If you don't want to apply this policy to all folders, you can revoke it.
Predefined Reasons explain why users performed an action, such as, modified an analysis reasons
method, deleted a data folder, or approved a report. Reasons created in advance save users time because once they are created, users can select an appropriate reason from a list and do not need to create their own reason. Previously created reasons are called "predefined" and ensure that reasons recorded within the event log are consistent.
Roles
Roles are a set of permissions that control users' ability to perform tasks and functions in the software. Roles are based on users' job functions, such as a chemist or lab technician. Initially, the UNIFI software ships with the system administrator, chemist, analyst, guest, and field service engineer roles, but you can define as many roles to suit your company's needs. User accounts
UNIFI software is shipped with one default Administrator account. Custom fields
Custom fields track, manage, calculate, and report information about results, samples, extracted report information, and scientific applications. Initially, the UNIFI software ships with custom fields used by qualification, but you can define as many custom fields to suit your company's needs.
Event prop- The event log stores audit trail messages in the event browser, system audit erties
trail, and data audit trail view. Each message resides within a category; for example, Acquisition, Data Management, and Security and Administration, and contains a severity level and export requirement.
Predefined When users review items, such as reports, for approval or rejection, they must meanings provide a "meaning". Comments explain why users approve or reject an item, and such as a report or qualification results. Previously created meanings and comments comments are called "predefined".
If you chose "Configure settings for a non-regulated environment (non GxP)", UNIFI software configures these global policies.
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Data folders
Default global policy settings for non-regulated environment:
Policy
Settings
Description
Audit Trail Reasons
No reasons and passwords required. Users do not need to supply a reason and their password when they modify or delete a system object. Timeout
60 minutes for both inactive work sessions and Signoff dialog box.
The number of minutes that a work session can remain inactive before the application closes and users must enter their user names and passwords to log back on to the software.
The number of minutes that the Signoff dialog box can remain inactive before it closes.
User Account
No password or limit to the number of failed authentication attempts.
No user account password requirements and no limit to the number of times that users can enter their user name and password incorrectly before their account status is changed from active to disabled.
Qualification No qualification requirements
No tasks are required prior to performing a qualification.
The data folder policy "Non GxP" is applied to the Company data folder and users do not need to supply a reason and their password when modify or delete objects such as analysis injections and reports that reside in data folders.
Data folders
n
Administration > Security > Access Management > Data Folders
When you install UNIFI software, the software installs these default data folders:
The Company\Templates\Waters English folder contains the default templates and methods shipped with the software. After you install the software, you can import default projects, in the form of .uep files, from the product DVD. 18 October, 2013, 715004165 Rev. A
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Global policies
n
Administration > Security > Global Policies
Global policies establish rules for the entire system, such as how to display the time and date in the software. You can change these default settings anytime. Audit Trail Reasons global policy
Audit Trail Reasons global policy define whether users must supply a reason and their password when they modify or delete a system object, such as a data folders, role, or data folder policy.
Audit Trail Reasons policy default settings:
Global
policy
Reason
Password
required
Consumables Modify or delete solvents, columns, or sample trays.
Modify
User-defined
No Delete
User-defined
Yes
Data folder
Modify or delete data folders.
Modify User-defined
No
Delete
Predefined
Yes
Device folder Modify or delete a device folder, or change the status of a device from offline to decommissioned. In a workstation, this category only pertains to an instrument system when its status changes from offline to decommissioned.
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Modify User-defined
No
Delete
User-defined
Yes
Event Log
Delete or export and remove event log records.
Delete
Predefined
Yes
Fields
Modify or delete custom fields and formulas.
Modify
User-defined
No
Delete
User-defined
Yes
Folder policy Modify or delete data folder policies.
Modify User-defined
No
Delete
User-defined
Yes
Global policy Modify global policies.
Modify
User-defined
Yes
LIMS
Modify or delete a LIMS configuration.
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Global policies
Global
policy
Reason
Password
required
Modify
User-defined
No Delete
User-defined
Yes
Offline storModify or delete an offline storage configuration
age management
Modify
User-defined
No
Delete
User-defined
Yes
Qualification Modify or delete a qualification maintenance log entry. Maintenance log entry
Modify
User-defined
Yes
Delete
User-defined
Yes
Qualification Modify or delete a qualification method.
method
Modify
User-defined
Yes
Delete
User-defined
Yes
Qualification Delete a qualification result.
Result
Delete
User-defined
Yes
Roles
Modify or delete user roles.
Modify
User-defined
No
Delete
User-defined
Yes
Scientific library
Modify or delete compounds and structures in the scientific library.
Modify
User-defined
No
Delete
User-defined
Yes
UNIFI Software Change database password, and manage error log reporting
Modify
Predefined
Yes
User
Modify or delete user accounts.
Modify
User-defined
No
Delete
Predefined
Yes
Date and time global policy
The date and time global policy defines the display of the date and time format in the software.
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Date and time global policy:
Global
policy
Description
Option
selected
Include day The day of the week is abbreviated to three characters, such as No
of week
"Tue" for Tuesday and "Wed" for Wednesday and included with the date and time.
Display with 24hour time
The time is recorded in 24-hour intervals, not 12-hour intervals. Example: 22:26:19 instead of 10:26:19.
Yes
Include time zone name
The full, time-zone name is included with the date and time, not the Yes
abbreviated version of the time zone.
Example: Greenwich Mean Time, not GMT.
Show the time zone offset
The time-zone offset (the hour difference from the standard 24 time zones of the world) is included with the date and time. No
Audit Trail global policy
The Audit Trail global policy defines the number of users (one or two) who must approve exporting and removal of records from the event log.
Audit Trail global policy:
Global policy
Description
Option
selected
The number of users (one or two) who must give their approval to export and remove records from the event log.
When users export and remove event log records from the event browser, system audit trail, or imported events of the event log, specify the number of users who must approve this action by entering their user names and passwords in the Export and Remove Authorization dialog box:
l To require only one user to approve the removal of records, click "One user must authorize removal."
l To require two users to approve the removal of event log records, click "Two users must authorize removal."
One user must authorize removal
Timeout global policy
The Timeout global policy defines the number of minutes that sessions and the Signoff dialog box can remain inactive before closing, forcing users to enter their user names and passwords to reopen a session or continue the approval process.
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Global policies
Timeout global policy:
Global
Policy
Description
Minutes
Session The number of minutes that a work session can remain inactive before 15
Timeout the application closes and users must enter their user names and pass(GXP) words to log back on to the software. Other users can log on to UNIFI, but only an individual user can unlock a session.
Print The number of minutes that a print session can remain inactive before 6
Session users must log on the UNIFI printer again. This feature is not selected Timeout by default.
Signoff The number of minutes that the Signoff dialog box can remain inactive 8
Inactivity before it closes.
Timeout (ES)
User Account global policy
The User Account global policy defines the password requirements and number of times users can try to authenticate themselves (by entering their user names and passwords) before the software locks their account.
User Account global policy:
Global policy
Description
Settings
Enforce unique user passwords (GxP)
The number of times users must enter a unique password before a former password can be reused.
16
Set password expiration timeframe (GxP)
The number of days until user passwords expire. (Users are 90
prompted to change their passwords.)
Set minimum The minimum number of characters contained in users' password length passwords. You cannot modify this option.
(GxP)
8
Limit number of authentication attempts (GxP)
4
The maximum number of times that users can enter their user name and password incorrectly before their account status is changed from active to disabled.
Qualification global policy
You can specify the tasks required prior to performing a qualification run and whether users can electronically sign qualification reports.
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Qualification global policy:
Global policy
Description
Option
selected
Approved qualification methods
You can specify that approved qualification methods are required before performing a qualification run. Yes
Specify approvals required prior to qualification run
You can specify that approved installation qualification (IQ) Yes
tests are required prior to performing Operational or Performance Qualification (OQ/PQ) tests. Add performer train- You can specify that field service personnel must have a ing certificates
training certificate associated with their user accounts before they can perform a qualification run. Yes
Sign qualification reports using electronic signatures
Yes
You can specify that users can electronically sign qualification reports using electronic signatures.
Folder policies
n
Administration > Security > Access Management > Policies > Global folder policy list
When you define folder policies, you establish rules for the content items in the data folders. The data reason policy defines whether users are required to enter a reason and their passwords when they modify or delete objects that reside in data folders. The GMP folder policy is applied to the Company folder and all folders beneath it inherit this policy. When you install UNIFI software, you decide whether you want to configure policy and audit trail settings for a regulated (GxP) or non-regulated environment. If you chose "Configure settings for a regulated environment (GxP)", UNIFI software applies the GMP data folder reason policy to the Company (root) data folder. This folder policy defines whether users are required to enter a reason and their passwords when they modify or delete objects such as, analysis injections, processing of analyses, reports, that reside in data folders. If you don't want to apply this policy to all folders, you can revoke it. Policy name: GMP
Description: Waters provided settings - Review against your SOPs before using.
GMP folder reason policy:
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Data Policy
Action
Users must supply a reason
Password
required
Analysis injections
When they modify or delete injections from an analysis.
Modify
User-defined
No
Delete
User-defined
Yes
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Folder policies
Data Policy
Action
Users must supply a reason
Password
required
Analysis method
When they modify or delete an analysis method.
Modify
User-defined
No
Delete
Predefined
Yes
Change Channel When they modify the time-offset value for each detector Offset time
plumbed in series to automatically align the retention time of components eluting from each detector. Modify
User-defined
No
File data
When they delete file data stored in a data folder. Delete
User-defined
Yes
Manual calibration
Modify the calibration curve to ignore or not ignore points in an analysis.
Modify
User-defined
Manual integration
Modify the peak area of a chromatogram in an analysis. Delete a peak, baseline, or drop line of a chromatogram in an analysis.
Modify
User-defined
No
Delete
User-defined
No
Manual peak assignment
Modify, replace, or remove the component's peak assignment in a chromatogram within an analysis.
Modify
User-defined
No
Manual peptide assignment
Modify, replace, or remove the manual assignment of the peptide in a chromatogram within an analysis.
Modify
User-defined
No
No
Manually identify Modify, identify, or remove a component in a chrocomponent
matogram within an analysis.
Modify
User-defined
No
Printer method
When they modify or delete a printer method.
Modify
User-defined
No
Delete
User-defined
Yes
Processing of analyses
When they process an analyses.
Modify
No Reason
No
Report extraction When they modify or delete a report extraction method.
method
Modify
User-defined
No
Delete
User-defined
Yes
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Data Policy
Action
Users must supply a reason
Password
required
Report template When they modify or delete a report template or objects. and objects
Modify
User-defined
No
Delete
User-defined
Yes
Reports
When they delete a report.
Delete
User-defined
Yes
Sample set and analyses
When they modify or delete a sample set or analyses.
Modify
User-defined
No
Delete
User-defined
Yes
Signature method When they modify or delete a signature method.
Modify
User-defined
No
Delete
Predefined
Yes
Startup/shutdown When they modify or delete a startup or shutdown method. method
Modify
User-defined
No
Delete
User-defined
Yes
Roles
n
Administration > Roles > Roles Editor
Roles are a set of permissions that control users' ability to perform tasks and functions in the software. Roles are based on users' job functions, such as a chemist or lab technician. Initially, the UNIFI software ships with the system administrator, chemist, analyst, guest, and field service engineer roles, but you can define as many roles to suit your company's needs. Role name: Administrator
Description: UNIFI System Administrator
Permissions: All permissions are assigned to this role.
Recommendation: After you activate licenses, Waters recommends that you create a new administrator account and disable the administrator account that is shipped with the software. In the event that your administrator account becomes locked, Waters provides a utility to unlock the default administrator account. Role name: Analyst
Description: Default settings for analyst
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Roles
Default Analyst role permissions:
Permission category
Permissions assigned to this role
Acquisition
Access General Instrument Settings
Analysis Center
Access Review Mode
Create Analysis
Create Analysis Method
Modify Analysis Information
Modify Analysis Method
Modify Running Sample List
Save Analysis
Event Log
View Event Log
Export/Import
Export/Import data
Qualification and Maintenance View Maintenance Records
View Qualification Records
Reporting
Create Report Template/Object
Modify Report Template/Object
Role name: Chemist
Description: Default settings for chemist
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Default Chemist role permissions:
Permission category
Permissions assigned to this role
Acquisition
Access General Instrument Settings
Create Instrument System
Create Startup/Shutdown Method
Manage Instruments Drivers
Modify Instrument System
Modify Startup/Shutdown Method
Analysis Center
Access Investigate Mode
Access Review Mode
Create Analysis
Create Analysis Method
Lock/Unlock Analysis Method
Modify Analysis Information
Modify Analysis Method
Modify Running Sample List
Save Analysis
Custom Fields
Create custom field
Lock/unlock custom field
Modify custom field
Devices
Manage Laboratory Network Device
Modify Device
Event Log
Export events
Import and delete imported events
View Event Logs
Explorer
Modify additional information
Export/Import
Export/Import data
Restore File Data
Qualification and Maintenance View Maintenance Records
View Qualification Records
Reasons
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Create Predefined Reasons
Modify Predefined Reasons
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Roles
Permission category
Permissions assigned to this role
Reporting
Create Report Extraction Method
Create Report Template/Object
Electronically Sign Reports
Lock/Unlock Report Extraction Method
Modify Report Extraction Method
Modify Report template/Object
Scientific Library Configure Scientific Library
Role name: Field Service Engineer
Description: Default settings for FSE
Default FSE role permissions:
Permission category
Permissions assigned to this role
Acquisition
Access Advanced Instrument Settings
Access General Instrument Settings
Access Service Instrument Settings
Create Instrument System
Create Startup/Shutdown Method
Manage Instruments Drivers
Modify Instrument System
Modify Startup/Shutdown Method
Analysis Center
Access Investigate Mode
Access Review Mode
Add injection to analysis
Create Analysis
Create Analysis Method
Lock/Unlock Analysis Method
Modify Analysis Information
Modify Analysis Method
Modify Running Sample List
Remove injection from analysis
Save Analysis
Custom Fields
Create custom field
Lock/unlock custom field
Modify custom field
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Permission category
Permissions assigned to this role
Devices
Manage Laboratory Network Device
Modify Device
View Decommissioned Devices
Export/Import
Export/Import data
Qualification and Maintenance Add maintenance records links
Approve Maintenance Records
Can sign as Performer of Qualification Results
Create Maintenance Records
Import/Export Qualification Methods
Import/Export Qualification Results
Lock/Unlock Qualification Methods
Modify Qualification Methods
Qualify Instruments
Qualify Software
Remove maintenance records links
Schedule Instruments Qualification
Schedule Software Qualification
Schedule Maintenance
Take ownership Qualification run
View Maintenance Records
View Qualification Records
Reporting
Create Signature Method
Electronically Sign Reports
Modify Signature Method
Users
Add Training Certificates
Role name: Guest
Description: Minimal access for temporary guests
Permissions: No permissions are assigned to this role.
See also:
l Create a new administrator account
Predefined reasons
n
Administration > Security > Predefined Reason Editor
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Predefined reasons
Reasons explain why users performed an action, such as, modified an analysis method, deleted a data folder, or approved a report. Reasons created in advance save users time because once they are created, users can select an appropriate reason from a list and do not need to create their own reason. Previously created reasons are called "predefined" and ensure that reasons recorded within the event log are consistent. These tables lists the predefined reasons that are shipped with the software.
Global policies categories:
Select this
category:
To provide reasons why users perform
this task:
Examples
Consumables Modify or delete a solvent, changed columns, Modify:
or sample trays.
l Changed solvents
l Changed columns
Delete: No longer in use.
Data Folder
Modify or delete or data folders.
Modify: Folder status was changed from online to offline.
Delete: Folder was archived.
Device folder Modify device folders or move instrument Modify:
systems to another laboratory network device. l Folder was moved to a Delete device folders. new location.
l Folder was renamed.
Tip: You can delete only those device folders l Client status was created by users (facility/department and lab changed from online to device folders). You can move device folders.
decommissioned.
l Instrument system was moved to another LND.
Delete:
l Folder was archived.
l Client was removed.
l Laboratory network device was decommissioned and removed from this location.
Event Log
Delete or export and remove event log records.
Tip: You cannot modify event log records.
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Delete: Events were exported removed per SOP <xxxx>.
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Select this
category:
To provide reasons why users perform
this task:
Examples
Fields
Modify or delete custom fields.
Modify: Modified the formula of the custom field, or changed precision in custom field.
Delete:
l Custom field was obsolete.
Folder Policy: Modify or delete a data folder reason policy.
Data
Modify: Changed reason requirements.
Delete: Policy is obsolete.
Folder Policy: Modify or delete an offline storage folder Offline storpolicy.
age
Modify: Changed offline storage requirements.
Delete: Policy is obsolete.
Global Policy: Modify the Audit Trail global policy.
Audit Trail
Tip: You cannot delete global policies.
Modify: Changed the number of users required to export and remove the audit trail records.
Global Policy: Modify the Audit Trail Reason global policy.
Audit Trail Reason
Tip: You cannot delete global policies.
Modify: Changed the reason and password requirements for the <x> category.
Global Policy: Modify the Date and Time global policy.
Date and Time
Tip: You cannot delete global policies.
Modify:
l Removed the day of the week from the date format.
l Included time zone offset in the date format.
Global Policy: Modify the Qualification global policy.
Qualification Tip: You cannot delete global policies.
Modify:
l Changed the type of signature from handwritten to electronic for a qualification report per SOP <xxx>.
Global Policy: Modify the SMTP (email) global policy.
SMTP
Tip: You cannot delete global policies.
Modify: Changed the default email sender's address.
Global Policy: Modify the Timeout global policy.
Timeout
Modify: Session timeout was changed per SOP <xxx>.
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Predefined reasons
Select this
category:
To provide reasons why users perform
this task:
Examples
Global Policy: Modify the User Account global policy.
User Account Tip: You cannot delete global policies.
Modify: Password requirements were changed per SOP <xxx>.
LIMS
Modify: Modified the sample lists that are imported from LIMS.
Delete: LIMS configuration was obsolete.
Modify or delete a LIMS configuration.
Offline storModify or delete an offline storage configage manage- uration.
ment
Modify: Modified the offline storage system.
Delete: Offline storage system was obsolete.
Qualification: Modify or delete a maintenance log entry in the Modify: Entry <XXX> was Maintenance Qualification Center.
incorrect and therefore Log Entry
changed to entry <YYY>.
Delete: Entries were deleted because they were backed up and archived.
Qualification: Modify or delete a qualification method.
method
Modify:
l Replaced signature method
l Approved Qualification method
Delete:
l The Qualification project method was backed up and is no longer in use.
Qualification: Delete a qualification result.
Result
Tip: You cannot modify a qualification result.
Delete: The result was backed up and is no longer in use.
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Select this
category:
To provide reasons why users perform
this task:
Examples
Roles
Modify or delete user roles.
Modify:
l Changed permissions for Chemist role.
l Changed role description.
l Modified role by adding or deleting permissions.
Delete:
l Deleted role because it is no longer needed.
l Deleted role based on policy <xxx>.
Scientific Library
Modify or delete scientific library entities which Modify: New structures are not a library nor library item (uses, classes, were added to support synonym, types, amino acid modifiers, digest products <xxx>.
reagents). Delete scientific libraries.
Delete: Library <xxx> is no longer in use.
UNIFI software
Modify the properties of a database
Tips:
Modify: Changed database password per SOP <xxx>.
l You cannot delete the database.
l You can change the size of the database for workstation configurations only.
User
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Modify or delete user accounts.
Modify: New role was added based on additional job responsibilities.
Delete: User has left the company and the account status was changed to removed based on SOP <xxx>.
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Predefined reasons
Data folder categories:
Select this
category:
To provide reasons why users
perform this task:
Examples
Analysis injections
Modify or delete injections from an analysis.
Modify: Injections were added to the analysis
Delete: Injections were removed from the analysis
Analysis Method
Modify or delete an analysis method.
Modify: Method was not accurate, parameter <x> changed.
Delete: Method was backed up.
File Data
Delete items in a data folder.
Delete: Items were exported.
Manual Calibration
Modify the calibration curve to ignore or not ignore points in an analysis. Modify:
l Points ignored because the injection was bad
l Point included because ignore issue has been addressed
l Point ignored because there was interference with the component detection
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Select this
category:
To provide reasons why users
perform this task:
Examples
Manual integration
Modify the peak area of a chromatogram Modify: in analysis. Delete a peak, baseline, or l Matrix interference.
drop line of a chromatogram in an l Integration starts at analysis.
higher levels than baseline signal.
l Added peak because it was not integrated.
l Integration starts before peak starts.
l Integration stops before baseline signal level is reached.
l Two adjacent peaks are not integrated well.
l Excessive peak tailing.
l Integration starts after peak starts.
l Analyte peak shows tendency to split into two peaks.
Delete:
l Deleted peak is below the lower limit of quantitation.
l Deleted drop line because analyte peaks shows a tendency to split into two peaks.
l Deleted peak is not at the correct retention time.
Manual peak assignment
Modify, replace, or remove the componModify:
ent's peak assignment in a chromatogram l Peak manually within an analysis.
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Predefined reasons
Select this
category:
To provide reasons why users
perform this task:
Examples
Manual peptide assignment
Modify, replace, or remove the manual assignment of the peptide in a chromatogram within an analysis. Modify:
l Peptide manually assigned l Peptide assignment manually removed l Peptide assignment manually edited Manually identify Modify, identify, or remove a component in Modify:
component
a chromatogram within an analysis. l Component manually replaced l Component manually identified l Component identification removed Printer Method
Modify or delete a print method.
Modify: Method was not accurate, parameter <x> changed.
Delete: Method was backed up.
Processing of analyses
Reprocess analysis data.
Modify:
l Reprocessed analysis data
l Reprocessed analysis data with manual integration
l Reprocessed analysis data with discarded manual changes
Report Extraction Modify method parameters or delete a Method
report extraction method.
Modify: Method was not accurate, parameter <x> changed.
Delete: Method was backed up.
Reports
Delete: Report was backed up.
Delete a report.
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Select this
category:
To provide reasons why users
perform this task:
Examples
Report Template Modify or delete report template paraand Objects
meters and objects, and delete a report template and objects.
Modify: Template was not accurate, parameter <x> changed.
Delete: Template was backed up.
Sample Sets and Modify or delete a sample set or an Analyses
analyses.
Modify: Reprocessed data with updated method.
Delete: Sample set was backed up.
Signature Method Modify method parameters or delete a signature method.
Modify: Modify the signature method to add new signer.
Delete: The signature method was backed up.
Startup/shutdown Modify method parameters or delete a method
startup/shutdown method.
Modify: l Modify the flow rate in the startup method. l Changed temperature in shutdown method.
Delete: The startup and shutdown method was backed up.
Predefined meanings and comments
n
Administration > Signature method > Predefined Meanings and Predefined Comments
When users review items, such as reports, for approval or rejection, they must provide a "meaning" for the signature—what context they reviewed and signed the report. Comments explain why users approve or reject an item, such as a report or qualification results. Previously created meanings and comments are called "predefined". These tables lists the predefined meanings and comments that are shipped with the software.
Predefined meanings:
Type of action: Meanings
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Approve
Responsibility
Approve
Authorship
Approve
Review
Approve
Approve
Reject
Reject
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Custom fields
Predefined comments:
Type of action: Comments
Approve
Approve qualification results.
Approve
Report approved because it met SOP <xxx>.
Approve
Approve instrument IQ results.
Approve
Approve software IQ results.
Approve
Report approved for release.
Reject
Software IQ failed.
Reject
IQ failed. Software may need to be reinstalled.
Reject
Instrument IQ failed.
Reject
Report rejected because the data was incorrect.
Reject
Instrument qualification failed.
Reject
Report rejected because required information was missing.
Reject
Instrument qualification failed. Perform OOS investigation.
Custom fields
n
Administration > Manage Custom Fields and Formulas
Custom fields track, manage, calculate, and report information about results, samples, extracted report information, and scientific applications. Initially, the UNIFI software ships with custom fields used by qualification, but you can define as many custom fields to suit your company's needs.
Default custom fields and formulas:
Custom Fields
Description
Data type
Amount pass
Used by qualification Component
Qualification Amount
Used by qualification Sample Component
Qualification RT
Used by qualification Sample component
RT pass
Used by qualification Component
RMS Error mDa
Component
Root Mean Square PPM Component
User account
n
Administration > Security > Users
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Recommendation: After you activate licenses, create a new administrator account, and disable the administrator account that is shipped with the software. In the event that your administrator account becomes locked, Waters provides a utility to unlock the default administrator account. Default administrator account:
Account settings
Value
User name
administrator
First name
UNIFI
Last name
Administrator
Language
English
Assigned roles
System Administrator
Default role
Administrator
Status and password settings Current status
Active
See also:
l Create a new administrator account
Event properties
n
Administration > Event Log > Event Properties
The event log stores audit trail messages in the event browser, system audit trail, and data audit trail view. Each message resides within a category; for example, Acquisition, Data Management, and Security and Administration, and contains a severity level and export requirement. The tables below list the severity level for each action.
You can change the severity levels if your role include the Manage event properties permission.
The Acquisition table content depends on the instrument drivers installed on your UNIFI system.
Acquisition event properties:
110
Action
Severity
A Spectrum was added to item
Information
Acquisition Aborted
Alert
Acquisition list execution complete
Information
Acquisition list submitted
Information
Acquisition modified
Information
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Event properties
Action
Severity
Acquisition removed
Alert
Acquisition submitted
Information
Analytical Data Conversion Error
Alert
Analytical Data Conversion Result
Information
Buffer system created
Information
Buffer system deleted
Information
Buffer system modified
Information
Calibration values have been set
Warning
Calibration verification completed
Warning
Calibration verification has error
Warning
Characterize needle and loop volume failed
Warning
Characterize needle seal readiness failed
Warning
Characterize needle and loop volume failed
Warning
Communications failure
Alert
Copied Startup Shutdown method
Information
Create Instrument System
Information
Create Laboratory Network Device
Information
Created Startup Shutdown method
Information
Created amino acid modifier
Information
Created classifier
Information
Created column
Information
Created digest reagent
Information
Created item
Information
Created item class
Information
Created item use
Information
Created library
Information
Created modification.
Information
Created solvent definition
Information
Created synonym type
Information
Created tag
Information
Data Management Failure
Alert
Data Management Success
Information
Delete a capture item from the system
Alert
Delete Laboratory Network Device
Alert
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Action
Severity
Delete Library error
Alert
Delete Library finished
Information
Delete Library started
Information
Delete Library stopped
Information
Deleted amino acid modifier
Information
Deleted classifier
Information
Deleted column
Information
Deleted digest reagent
Information
Deleted Instrument System
Alert
Deleted item
Alert
Deleted item class
Information
Deleted item use
Information
Deleted library
Information
Deleted modification
Information
Deleted Startup Shutdown method
Information
Deleted solvent definition
Information
Deleted tag
Information
Device reset
Information
Erbium Calibration has been aborted
Warning
Erbium Calibration has been started
Warning
Export configuration of Scientific Library updated
Information
Exporting items job Finished
Information
Exporting items job Started
Information
Exporting items job Stopped
Information
Exporting items job error
Alert
File Data Conversion Failed Warning
Warning
File Data Import Error
Alert
File Data Import Summary
Information
File Data Import Warning
Warning
Imported file
Information
Importing items job error
Alert
Importing items job finished
Information
Importing items job started
Information
Importing items job stopped
Information
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Event properties
Action
Severity
Importing items job waiting
Information
Injection aborted
Alert
Instrument alignment offset changed
Information
Instrument Deleted
Alert
Instrument IP address conflict
Warning
Instrument Model is added Information
Instrument Model is deleted Information
Instrument Model is updated Information
Instrument System Decommissioned
Information
Instrument System Locked
Information
Instrument System Moved
Warning
Instrument System Offline
Information
Instrument System Online
Information
Instrument System Unlocked
Information
Instrument already exists in another LND
Warning
Instrument disabled
Alert
Instrument drivers not synchronised with the AppServer
Alert
Instrument enabled
Information
Instrument firmware loading
Information
Instrument skipped DHCP scan
Information
Invalid structure format
Alert
Item was moved to another library
Information
IP address has Changed
Information
Laboratory Network Device Decommissioned
Information
Laboratory Network Device Machine Restarted
Information
Laboratory Network Device Services Restarted
Information
Laboratory Network Device Status Changed
Information
Laboratory Network Device failed to update drivers
Alert
Library export failed
Alert
Library export success
Warning
LND forced offline
Information
LND initialization completed
Information
LND initialization failed
Alert
Locked Startup Shutdown method
Information
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Action
Severity
Low disk space warning
Warning
Mercury Calibration has been aborted
Warning
Mercury Calibration has been started
Warning
Modified amino acid modifier
Information
Modified synonym type
Information
Modified Column
Information
Modified digest reagent
Information
Modified instrument system
Information
Modified item
Information
Modified item class
Information
Modified item use
Information
Modified Laboratory Network Device
Information
Modified library
Information
Modified solvent definition
Information
Modified solvent name
Information
Modified Startup Shutdown method
Information
Modified structure creation job configuration
Information
Moved Startup Shutdown method
Information
MSMQ Error
Alert
New Flow Cell data has been updated.
Information
New Lamp Serial Number has been updated.
Information
New public search was created
Information
Printed Report
Information
Public search was updated.
Information
Read Energy operation has been aborted
Warning
Read Energy operation has been started
Warning
Reading calibration values is completed
Warning
Reinject Acquisition
Information
Renamed Startup Shutdown method
Information
Restore Summary
Information
Result properties reorganization job error
Alert
Result properties reorganization job finished
Information
Result properties reorganization job started
Information
Result properties reorganization job stopped
Information
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Event properties
Action
Severity
Rolled back to previous Startup Shutdown method version Information
Sample Set Aborted
Alert
Sample Set Completed
Information
Sample Set Paused
Information
Sample Set Resumed
Information
Sample Set Started
Information
Single Injection Completed
Information
Solvent Low Level reached
Warning
Start result properties reorganization job is scheduled
Information
Structure index creation job finished
Information
Structure index creation job started
Information
Structure index creation job has failed
Alert
Structure index creation job was stopped
Information
Synonym type is set to unavailable
Warning
The Acquisition List was aborted
Information
The Acquisition List was cleared
Information
The Acquisition List was moved down
Information
The Acquisition List was moved up
Information
The Acquisition List was paused
Information
The Acquisition List was started
Information
The Acquisition List was stopped
Information
The Document was added to database
Information
The document was deleted from item
Information
The public search was deleted
Information
The spectrum was deleted from item
Information
Transport Engine error
Alert
Unlocked Startup Shutdown method
Information
Updated classifier
Information
Updated modification
Information
Updated tag
Information
Validation failed
Alert
Wavelengths not calibrated
Warning
Z-axis Calibration Failed
Warning
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Data management event properties:
116
Action
Severity
Abort Samplelist Notification
Warning
Added note
Alert
Added public view/search category
Information
Added search keyword
Information
Analysis created
Information
Analysis saved
Information
Analysis saved with edits
Information
Analysis saved with faults
Alert
Analysis saved with manual changes
Alert
Analytical Data Export Error
Alert
Analytical Data Export Error Summary
Alert
Analytical Data Export Summary
Information
Analytical task aborted
Information
Analytical task created
Information
Analytical task completed
Information
Analytical task discarded
Information
Analytical task state is invalid
Alert
Analytical Task Submitted
Information
Approved Qualification method
Information
Assigned field
Information
Copied Analysis method
Information
Copied item to folder
Information
Copied Qualification method
Information
Created Analysis method
Information
Created custom field
Information
Created LIMS configuration
Information
Created public search
Information
Created public view
Information
Created Qualification method
Information
Created synonym group
Information
Critical Error
Alert
Critical Workflow Error Notification
Alert
Data moved successfully
Information
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Event properties
Action
Severity
Data remove from offline storage failed
Alert
Data removed successfully from offline storage
Alert
Delete Analysis Task Notification
Alert
Deleted Analysis method
Alert
Deleted custom field
Information
Deleted data type
Information
Deleted item Information
Deleted LIMS configuration
Information
Deleted note
Alert
Deleted public search
Information
Deleted public view
Information
Deleted public view/search category
Information
Deleted Qualification method
Alert
Deleted synonym group
Information
Document Export Error
Alert
Document Export Error Summary
Alert
Document Export Summary
Information
Export interrupted. Manual cleanup required.
Alert
Exported folder
Information
Exported items
Information
Failed check data integrity
Alert
Failed logon attempt
Information
General Workflow Notification
Information
Imported custom fields
Information
Imported folder
Information
Imported items
Information
Location not accessible
Alert
Locked custom field
Information
Locked Analysis method
Information
Locked Qualification method
Information
Locked Qualification result
Information
Modified Analysis method
Information
Modified custom field
Alert
Modified LIMS configuration
Information
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Action
Severity
Modified note
Alert
Modified public search
Information
Modified public view
Information
Modified public view/search category
Information
Modified Qualification method
Information
Modified synonym group
Information
Moved Analysis method
Information
Moved item to folder
Information
Moved Qualification method
Information
Moving data failed
Alert
No available space
Alert
No data at specified location
Alert
Ownership taken (after discard) for Analysis
Alert
Ownership taken (after save) for Analysis
Information
Problem with export custom field file
Alert
Problem with import custom field file
Alert
Processing Error
Alert
Qualification method unlocked
Information
Removed search keyword
Information
Renamed Analysis method
Information
Renamed Qualification method
Information
Restored data
Information
Restored item failed
Alert
Result export to LIMS
Information
Revoked field
Alert
Rolled back to previous Analysis method version
Alert
Rolled back to previous Qualification method version
Alert
Sample List Created
Information
Sample List Modified
Information
Save Warning
Warning
Saved data type
Information
Saved thumbnail
Information
Search item types
Information
System unlocked analysis
Information
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Event properties
Action
Severity
Take ownership Qualification result
Information
The offline storage configuration has empty UNC path Alert
The offline storage configuration is not active
Alert
Unable to export file
Alert
Unable to import file
Alert
Unlocked Analysis method
Information
Unlocked custom field
Information
Unlocked Qualification method
Information
Unlocked Qualification result
Information
WorkFlow has finished
Information
WorkFlow has started
Information
Reporting event properties:
Action
Severity
Annotated report
Alert
Canceled signature sequence
Information
Cannot find report for signature
Warning
Cannot sign due to an unknown problem
Warning
Copied Printer method
Information
Copied Report Extraction method
Information
Copied Report Template
Information
Copied Signature method
Information
Created Printer method
Information
Created Report Extraction method
Information
Created Report Object
Information
Created Report Template
Information
Created Report.
Information
Created Signature method
Information
Created Verification Report
Information
Deleted Printer method
Information
Deleted Report Extraction method
Information
Deleted Report Object
Information
Deleted Report Template
Information
Deleted Signature method
Warning
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Action
Severity
Duplicate signature
Warning
Exported report
Information
Generate Report
Information
Incorrect signature
Alert
Locked Printer method
Information
Locked Report Extraction method
Information
Locked Report Template
Information
Locked Signature method
Information
Modified Printer method
Information
Modified Report Extraction method
Information
Modified Report Object
Information
Modified Report Template
Information
Modified Signature method
Information
Modified signature sequence
Information
Moved Printer method
Information
Moved Report Extraction method
Information
Moved Report Template
Information
Moved Signature method
Information
No sign permission
Information
No Signature Sequence found
Information
Printed report
Information
Rejected signature sequence
Alert
Renamed Report Extraction method
Information
Renamed Report Template
Information
Renamed Signature method
Information
Report Extraction method unlocked
Information
Report is signed
Information
Report is signed (single sign-off)
Information
Report Object was moved from one folder to another
Information
Report template unlocked Information
Report unavailable for signature
Warning
Rolled back to previous Printer method version
Information
Rolled back to previous Report Extraction method version Information
Rolled back to previous Report Template version
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Information
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Event properties
Action
Severity
Rolled back to previous Signature method version
Information
Signature level due date expired
Warning
Signature level due reminder
Information
Signature method unlocked
Information
Signature required
Information
Signature sequence complete
Information
Signature sequence missing
Warning
Signed in another user’s session
Alert
Started signature sequence
Information
Unlocked Printer method
Information
Unlocked Report Extraction method
Information
Unlocked Report Template
Information
Unlocked Signature method
Information
Viewed report
Information
Security and administration event properties:
Action
Severity
Activated license
Information
Assigned folder policy
Information
Assigned license
Information
Assigned user access
Information
Changed user password
Alert
Cloned data folder
Information
Copied folder policy
Information
Created comment
Information
Created data folder
Information
Created device folder
Information
Created folder policy
Information
Created meaning
Information
Created offline storage configuration
Information
Created reason
Information
Created role
Information
Created user
Information
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Action
Severity
Database storage capacity increased
Tip: Workstation only
Information
Deactivated license
Information
Deleted comment
Alert
Deleted data folder
Alert
Deleted device folder
Alert
Deleted folder policy
Information
Deleted meaning
Information
Deleted offline storage configuration
Alert
Deleted reason
Information
Deleted role
Information
Deleted user
Alert
Device configuration changed
Alert
Device deleted
Alert
Device moved
Information
Duplicate credential error
Warning
Failed logon attempt
Information
Folder policy unlocked
Information
License expiration warning
Warning
License expired
Alert
Low Disk Space Warning 10%
Tip: Workstation only
Warning
Low Disk Space Warning 20%
Tip: Workstation only
Warning
Low Disk Space Warning 5%
Tip: Workstation only
Alert
Modified comment
Information
Modified data folder status
Information
Modified database password
Alert
Modified device status
Information
Modified folder policy
Information
Modified global policy
Information
Modified meaning
Information
Modified offline storage configuration
Information
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Event properties
Action
Severity
Modified reason
Information
Modified role
Information
Modified user access
Information
Modified user information
Information
Moved data folder
Information
Moved device folder
Information
New device registered
Information
Package Added To Database
Information
Package Failure On Device
Alert
Package Modified On Device
Information
Package Removed From Database
Alert
Queued task canceled
Information
Queued task stopped
Information
Queued task submitted
Information
Removed 1-time license
Warning
Renamed data folder
Information
Renamed device folder
Information
Renamed folder policy
Information
Reset password request
Alert
Revoked folder policy
Information
Revoked license
Alert
Revoked user access
Alert
Session locked
Information
Session unlocked
Information
Started folder policy inheritance
Information
Started user access inheritance
Information
Stopped folder policy inheritance
Information
Stopped user access inheritance
Information
Submission error
Alert
Successful logon
Information
Successfully logged out
Information
System unlocked Administrator account
Alert
Task schedule created
Information
Task schedule disabled
Information
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Action
Severity
Task schedule enabled
Information
Task schedule updated
Information
Unable to extend database
Tip: Workstation only
Alert
Unexpected error during DB Space evaluation
Tip: Workstation only
Alert
Upgraded instrument driver
Alert
Upgraded UNIFI
Alert
User account disabled
Alert
User session closed
Information
System event properties:
124
Action
Severity
A major maintenance operation has been performed
Information
Assigned qualification computer license
Information
Assigned qualification instrument license
Information
Assigned verification license
Information
Cancelled qualification
Alert
Created Event Filter
Information
Created verification result
Information
Deleted Event Filter
Information
Deleted Events
Alert
Deleted imported events
Information
Deleted qualification result
Alert
Deleted verification result
Alert
Exported and Removed Events
Alert
Exported events Warning
Imported Events
Information
IQ Completed
Information
Maintenance due date warning
Warning
Maintenance overdue
Warning
Maintenance record has been added for Qualification run
Information
Maintenance record has been created
Information
Maintenance record has been deleted
Alert
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Event properties
Action
Severity
Maintenance record has been modified
Information
Maintenance record has been removed for Qualification run
Alert
Maintenance Scheduled
Information
Modified diagnostic logging
Information
Modified Event Filter
Information
Modified Event Properties
Information
Modified System information
Information
Modified verification result status
Information
OQ/PQ Completed
Information
Problem With Export Event Log File
Alert
Problem With Import Event Log File
Alert
Qualification document imported
Information
Qualification due date warning
Warning
Qualification license revoked
Alert
Qualification OQ continued with a failed IQ
Alert
Qualification overdue
Warning
Qualification related document has been added for Qualification run
Information
Qualification related document has been removed for Qualification run Alert
Qualification result unlocked
Information
Qualification run completed
Information
Qualification run with unapproved qualification method
Alert
Qualification run without training certificates
Warning
Qualification Scheduled
Information
Qualification started without an IQ
Warning
Qualification test failed
Alert
Qualification test result rerun
Alert
Requalification recommended
Information
Started qualification
Information
Task exception
Alert
The calibration date is overdue
Warning
Thumbnail Creation Job Exception name
Warning
Unexpected database exception occurred
Alert
Unexpected exception
Alert
UNIFI software update
Information
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Action
Severity
Verification OQ result completed
Information
Verification license revoked
Alert
Verification result completed
Information
Verification result completed with unapproved qualification method
Alert
Verify files report generated
Information
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