CDS_CS_SecureWS_install.pdf

Secure Workstation for OpenLab CDS

ChemStation Edition

Installation Guide

Secure Workstation for OpenLab CDS ChemStation Edition Installation

Notices

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Part No: M8313-90004 Rev. D

EDITION 05/2020

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Software Revision

This guide is valid for Secure

Workstation for OpenLab CDS

ChemStation Edition revision C.01.10.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 3

In this Guide ...

This installation guide provides instructions to install and configure Agilent Secure

Workstation for OpenLab CDS ChemStation Edition.

1 Prepare your PC

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

Agilent-delivered PC Bundle systems are delivered with the supported pre-installed

Windows operating system and are configured for optimum performance.

Non-Agilent PCs require some manual configuration changes in order to provide

optimum performance.

2 Install the Software

The installation is automated by the OpenLab CDS ChemStation Edition Installer.

This tool installs all components needed.

3 Post Installation Tasks

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

4 Optional Procedures

This chapter contains information on the Additional Drivers and Software wizard

and other helpful procedures.

Table 1 Terms and abbreviations used in this document

Term Description

AIC Agilent's Analytical Instrument Controller

CDS Chromatography Data System

ChemStation OpenLab CDS ChemStation Edition

Control Panel OpenLab Control Panel

Microsoft Control Panel Part of the Microsoft Windows operating system

Secure Workstation Secure Workstation for OpenLab CDS ChemSta-

tion Edition

Secure Workstation for OpenLab CDS ChemStation Edition Installation 4

5 Secure File I/O

This chapter describes how to protect your ChemStation folders with Secure File

I/O.

6 Secure Workstation for OpenLab CDS ChemStation Edition Licensing

This chapter describes the licensing of a Secure Workstation for OpenLab CDS

ChemStation Edition.

7 Configure Secure Workstation for OpenLab CDS ChemStation Edition

This chapter describes the configuration of Secure Workstation for OpenLab CDS

ChemStation Edition.

8 Upgrade Secure Workstation

This chapter describes the upgrade of Secure Workstation for OpenLab CDS

ChemStation Edition.

9 Uninstall the Software

This chapter contains information on the uninstallation by using the OpenLab

Uninstallation Wizard.

10 Troubleshooting

The chapter gives some troubleshooting hints.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 5

Contents

1 Prepare your PC 7

Install and Update Windows 8

Run the Site Preparation Tool 10

Install and Configure Third Party Tools 11

Configure a Printer 16

Before You Begin the Installation of ChemStation 18

Configure the Operating System 20

2 Install the Software 31

Prepare for Installation 32

Run the OpenLab CDS Installation Wizard 33

3 Post Installation Tasks 36

Run an Software Verification after Software Installation 37

Allow ChemMain Through Firewall 38

Configure the Antivirus Program 39

4 Optional Procedures 41

Install Additional Software and Drivers 42

Copy installation Files to a Centralized Folder for Installation 43

Add Shortcut to Public Folder 44

5 Secure File I/O 45

About Secure File I/O 46

Prepare Secure File I/O in Windows 47

Enable Secure File I/O in ChemStation 48

Check privileges for ChemStation users 49

Important Notes for Working with Secure File I/O 50

Limitations 51

Secure Workstation for OpenLab CDS ChemStation Edition Installation 6

6 Secure Workstation for OpenLab CDS ChemStation Edition

Licensing 52

About OpenLab Licensing 53

Obtain your Software License 54

7 Configure Secure Workstation for OpenLab CDS ChemStation

Edition 59

First Login 60

Add your License to the Control Panel 61

Add Users 62

Add Users to a Role 63

8 Upgrade Secure Workstation 64

Planning your Upgrade 65

Convert Classic Instrument Drivers to RC.NET 66

Preparations for the Upgrade 69

License Upgrade 71

Upgrade a Secure Workstation 73

9 Uninstall the Software 75

About Uninstallation 76

Run the OpenLab CDS Uninstallation Wizard 77

10 Troubleshooting 78

Reconfigure Instruments Using Classic Drivers After Upgrade to

ChemStation C.01.08 or Higher 79

11 Appendix 82

Change the PC Name 83

Sales and Support Assistance 84

Secure Workstation for OpenLab CDS ChemStation Edition Installation 7

1 Prepare your PC

Install and Update Windows 8

Run the Site Preparation Tool 10

Install and Configure Third Party Tools 11

Install and Configure Adobe Acrobat Reader 11

Install Keysight IO Libraries Suite 13

Install the .NET Framework 14

Configure a Printer 16

Add a Network Printer as a Local Printer 17

Before You Begin the Installation of ChemStation 18

Configure the Operating System 20

PC Configuration Checker 20

Manual Configuration Steps 21

Edit the Security Settings for LC/MS and CE/MS Systems 29

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

Agilent-delivered PC Bundle systems are delivered with the supported

pre-installed Windows operating system and are configured for optimum

performance. Non-Agilent PCs require some manual configuration changes in

order to provide optimum performance.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 8

1 Prepare your PC

Install and Update Windows

1 Install the Windows operating system from the Microsoft installation media

or qualified PC image media provided by your IT department. During the

setup, provide the computer name, administrator password and network

settings. Choose to either join an existing domain or set up the system in a

workgroup mode.

2 For Windows 10 Pro users: Update to the latest Windows 10 edition in

accordance to the guidelines of your local IT department.

3 To secure your system against viruses please install an antivirus program. Be

sure to open the firewall ports listed in the Firewall Settings in the OpenLab

CDS ChemStation Edition Requirements guide

(CDS_CS_HW-SW-Requirements.pdf), including the ports listed for OpenLab

Server in the tables 14 and 15..

4 In the Microsoft Control Panel under System> Windows activation, click

Change product key. Enter a valid value to activate Windows.

5 Under Windows Update, click Check for updates to check for updates and apply

all critical security patches. Make sure that all Windows updates have been

performed before installing ChemStation (update settings may be configured

centrally by your IT department).

6 Disable or defer Windows updates (update settings may be configured

centrally by your IT department):

• Windows 7:

a In the Microsoft Control Panel, select Windows Update.

b Select Change settings.

NOTE

Running antivirus programs might influence the behavior and performance of

your computer. Some virus scanners might cause issues when used with

OpenLab CDS. The application is tested with Symantec Endpoint Protection 14.0

MP2 and with Microsoft Security Essentials.

NOTE

This setting is important to avoid data loss due to system reboot during data

acquisition.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 9

1 Prepare your PC

Install and Update Windows

c In the Important updates section, select Never check for updates. Clear

the other update options.

d Restart the computer after update.

• Windows 10:

a Under Settings> Update & Security, select Advanced options.

b Enter the number of days by which the update should be deferred.

7 Windows 10 and Windows 7 only: To configure remote settings: In the

Microsoft Control Panel navigate to System> Remote settings. On the Remote

tab:

• In the Remote Assistance section, clear the check box Allow Remote

Assistance connections to this computer.

• In the Remote Desktop section, select Don't allow connections to this

computer.

8 In the Microsoft Control Panel under Date and Time: Choose the time zone of

your regional location.

9 In the Microsoft Control Panel under Region (Region and Language for

Windows 7):

a Regional format options should be set to English (United States) from the

drop-down list.

b If regional format other than English (United States) is used, the following

settings are mandatory. The settings can be defined by clicking on the

Additional settings... button:

• Decimal symbol = . (point)

• Digit grouping symbol = , (comma)

• List separator =, (comma)

10 In the Microsoft Control Panel under Region (Region and Language for

Windows 7), on the Administrative tab:

a In the Language for non-Unicode program section, click Change system

locale....

b From the drop down list, select English (United States).

NOTE

Do not change the system locale if you are using an English, Japanese or

Chinese Operating System.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 10

1 Prepare your PC

Run the Site Preparation Tool

1 Run the installer from the USB medium or from a centralized folder. From the

Planning screen, select System Configuration Checker.

2 The Site Preparation Tool opens. From the drop-down list, select: Secure

Workstation for OpenLab CDS ChemStation Edition.

3 Select OK.

4 Complete page 1 of the Contact Information—System details by typing in the

fields provided.

• System Location fields

• System Information fields

• Configuration fields

5 Review the system details and make any necessary entries. The system will

follow the paths specified.

6 Select the green check mark icon in the top left corner of the screen to begin

the software check. A summary report is displayed showing the results for

each check category. Results are expressed as Pass, Warning, Critical Warning,

or Fail.

Fail results must be corrected before continuing with the installation. Agilent

recommends investigating and correcting any Critical Warnings and Warnings

whenever possible before proceeding.

7 To view details of the report, select the appropriate link: System Hardware

Details, Operating System and Software Details, or Manual Verification Required.

8 To save the report, select the Save icon at the top left of the screen.

9 E-mail the saved report to your Agilent Service Representative for evaluation,

and for validation of your personal computer for Agilent Software Systems

Installs.

NOTE

If the firewall is controlled by security software, the Site Preparation Tool cannot

read the firewall settings because of security limitations and will display Status

"Fail" for the firewall settings.

In this case, make sure the firewall is disabled and enter the status in the Site

Preparation Tool report manually.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 11

1 Prepare your PC

Install and Configure Third Party Tools

Certain third party tools must be installed and configured on your PC. Some of

these tools can be installed directly from the Installation screen if you run the

OpenLab CDS ChemStation Edition Installer.

Install and Configure Adobe Acrobat Reader

Check if an existing Acrobat Reader version must be uninstalled

1 If Acrobat Reader is already installed, check its version number.

a Open Acrobat Reader.

b Select Help> About Adobe Acrobat Reader.

2 The version number has several ranges. The Continuous or Classic track is

indicated by the first two digits of the third range.

20 = Continuous track

30 = Classic track

NOTE

If an older version of Acrobat Reader (2016 or lower, XI or lower) or a Reader

version from the Continuous track (even with Acrobat Reader 2017) is installed

on your system, you must uninstall it first. Otherwise, the installation below

would result in an Acrobat Reader version that pushes automatic updates.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 12

1 Prepare your PC

Install and Configure Third Party Tools

Install Adobe Acrobat Reader 2017 (Classic Track):

1 Under Third Party Tools, select Adobe PDF Reader.

2 The Acrobat Reader setup screen appears. Click Install to continue.

3 If Acrobat Reader was successfully installed, click Finish to exist the setup

screen.

Alternatively, you can install Acrobat Reader from the ChemStation

installation medium. It is available under Disk1/Tools/Adobe Reader.

Run AcroRdr_MUI.bat and follow the instructions of the Adobe Reader Setup

wizard.

4 Open the newly installed Adobe Acrobat Reader to confirm the Adobe Reader

license agreement. You will be asked only this one time.

Configure Adobe Acrobat Reader in Windows:

1 Set Adobe Acrobat Reader as your default PDF viewer.

a Windows 7: In the Microsoft Control Panel, navigate to Default Programs>

Set default programs, select Adobe Acrobat Reader from the list, and click

Set this program as default.

Windows 10: Navigate to Settings> Apps> Default Apps, select Choose

default apps by file type. In the list, navigate to .pdf and select Adobe

Acrobat Reader as default.

b Select Adobe Acrobat Reader as default PDF viewer.

2 Disable the Adobe Update Service.

a In the Windows Start menu, search for Services. In the results, click the

Services Desktop app.

b Stop the Adobe Acrobat Update Service.

c In the service properties, set the startup type to Manual.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 13

1 Prepare your PC

Install and Configure Third Party Tools

Ensure correct Adobe Acrobat Reader settings:

1 Click Edit> Preferences in Acrobat Reader.

2 Select the General category.

a Ensure that the Open documents as new tabs in the same window check box

is cleared. If it is selected, Acrobat Reader may interfere with the

ChemStation Report Viewer feature.

b Clear the Show me messages when I launch Adobe Acrobat Reader check

box. If it is selected, Adobe messages may interfere with the ChemStation

software.

3 Select the Security (Enhanced) category.

a Ensure that the Enable Protected Mode at startup check box is selected.

b Ensure that the Enable Enhanced Security check box is selected.

4 Select the Tracker category.

Ensure that the Show notification icon in system tray check box is cleared.

Update Acrobat Reader regularly

1 Update Adobe Acrobat Reader on a regular basis to avoid push notifications

from Adobe.

We recommend to include Acrobat Reader updates in a regular update

schedule. Acrobat Reader updates usually come on a quarterly basis.

2 To update, open Acrobat Reader, and click Help> Check for Updates....

3 After an update, ensure that the Adobe Acrobat Update Service is still stopped.

Install Keysight IO Libraries Suite

IO Libraries are required only for LC/MS and CE/MS instruments.

To install IO Libraries:

1 From the installer, select Installation.

2 Under Third Party Tools, select Keysight IO libraries.The Keysight IO libraries

setup screen opens.

3 Click Install to continue.

4 When Keysight IO libraries have been successfully installed, click Finish to exit

the setup screen.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 14

1 Prepare your PC

Install and Configure Third Party Tools

Install the .NET Framework

Install .NET 3.5

If .NET 3.5 is not installed on your system, its installation will automatically be

triggered by the installation wizard. Follow the procedure below to install it in

advance.

1 Go to the Microsoft Control Panel.

In the Windows Start menu, enter "Control Panel" in the Search programs and

files field (alternatively, press [Win+R] and enter "Control panel"). To view all

items in the Control Panel view, select Small icons in the View by field.

2 Go to Programs and Features.

3 Go to Turn Windows features on or off.

4 Enable .NET 3.5 as follows:

This requires an internet connection.

• For Windows 10: Expand the .NET Framework 3.5 (includes .NET 2.0 and

3.0) node,

• For Windows 7: Expand the Microsoft .NET Framework 3.5.1 node,

in both cases select the Windows Communication Foundation Non-HTTP

Activation check box.

Figure 1 Enable .NET 3.5 (Win 10)

NOTE

If this does not work as expected, or the computer has no internet access, install

.NET 3.5 from the Windows installation media. For Windows 10, see details 10

under https://support.microsoft.com/en-us/kb/2734782.

If you do not have installation media, create them as described under

https://www.microsoft.com/en-us/software-download/windows10.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 15

1 Prepare your PC

Install and Configure Third Party Tools

Install .NET 4.7

If .NET 4.7.2 is not installed on your system, its installation will automatically be

triggered by the installation wizard. When manually installing .NET 4.7.2,

Windows requires write access to the installation files. Direct installation from

USB media is therefore not possible.

1 Copy the folder Disk1\Tools\DotNet4.7 to a local disk.

2 Run dotNetFx_Full_x86_x64.bat.

3 Follow the installation wizard.

4 Restart the computer.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 16

1 Prepare your PC

Configure a Printer

Physical Default Printer

Make sure that a default printer is configured in Windows. Every Windows user

who runs ChemStation needs a default printer configured in the user profile. The

printer driver must be for a physical printer, even if the printer is not connected.

Configuring a to-file printer such as a PDF or XPS writer is not sufficient.

This is done via the Microsoft Control Panel. If no default printer is configured the

following problems may occur:

• Printing of a report preview will fail

• the Copy To Clipboard menu will have an error

• the Custom Report View will have problems with new templates

PDF XChange printer

During the installation of ChemStation C.01.10, a PDF XChange 6 printer driver is

installed (revision 6.0.317.1).

Print Limitations

The maximum number of pages for one print job is 1500; for example, a

sequence summary report is one print job.

When printing Multi-Page chromatograms (specified in the Specify Reports dialog

box), the maximum number of pages that can be printed properly depends on the

resolution of the printer. 300 dpi allows ten pages per chromatogram, 600 dpi

allows up to six pages per chromatogram.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 17

1 Prepare your PC

Configure a Printer

Add a Network Printer as a Local Printer

Use physical printers to ensure correct function. Follow the steps below to add a

network printer as a local printer. In Secure Workstation for OpenLab CDS

ChemStation Edition, you will be able to choose this printer as a default printer

when configuring instruments.

1 In the Microsoft Control Panel, navigate to Devices and Printers.

2 Click Add a Printer.

3 Click The printer I want isn't listed, then select Add a local printer and click Next.

4 Select Create a new port, then select Local Port for the port type and click Next.

5 For Port Name, enter the network path to the printer. The network path

consists of two slashes, the computer name or local IP address of the PC

sharing the printer, and the share name of the printer. For example, \\

PTPRINT\PG5-B or \\192.168.1.100\hpprinter.

6 Select the appropriate printer driver and click Next. If the exact model is not

listed, try the closest model number or a generic printer.

7 Follow the rest of the wizard.

NOTE

The print quality of graphics and pictures depends on the printer hardware,

maintenance state, configuration, printing options, and paper quality. Resizing

pictures and graphics during the print process may lead to a reduced print

quality. Choose paper format and page margins that are suitable for your printer.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 18

1 Prepare your PC

Before You Begin the Installation of ChemStation

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

configuration options before you begin the actual software installation.

1 Decide on a computer name.

The computer name will be reflected in the instrument configuration. To avoid

considerable effort, it is recommend to keep the computer name unchanged

after installing Secure Workstation for OpenLab CDS ChemStation Edition.

2 Make sure that you use only the following characters for user names:

3 May sure you have administrator privileges for your workstation. Power user

privileges are not sufficient (the installation does not start).

4 Decide on a directory location to store all files related to the data system

software, including data, methods, sequences, and configurations.

5 Decide on the software delivery approach you want to use:

• Install directly from the USB medium — Insert the USB medium directly at

the workstation computer. (Recommended)

• Copy installation files to a centralized location — You can use the utility to

copy the installation files, for example, to a network share folder, and run

the installation from that location. However, some networks may interfere

with installation (see “Copy installation Files to a Centralized Folder for

Installation” on page 43).

NOTE

To make sure that a DNS server can resolve the computer name, follow the

internet standard for protocols(RFC952) and use only the following characters:

• Letters (a-z, A-Z)

• Digits (0-9)

• Hyphen (-)

Do not use an underscore.

A-Z, a-z, 0-9, _ (underscore), - (hyphen)

Secure Workstation for OpenLab CDS ChemStation Edition Installation 19

1 Prepare your PC

Before You Begin the Installation of ChemStation

6 Before you install the software, check that your computer meets all

requirements. You can access the OpenLab CDS ChemStation Edition

Requirements guide (CDS_CS_HW-SW-Requirements.pdf) from the

Documentation and Learning platform.

a On the installation media, go to Disk1\DOCS\ and open welcome.html to

access Documentation and Learning.

b Select your language.

c On the Welcome page, navigate to Site Preparation> Site Preparation and

Requirements, and select CDS ChemStation Edition Hardware and Software

Requirements.

Use this PDF to check that your settings comply with the network

requirements, and to determine whether your hardware and software will

support the system.

7 Install all required hardware, including any A/D connections, interfaces,

instrument detectors, and communication cables.

8 To allow the successful installation and activation of all components, make

sure that the LAN-cable is connected and a network is available. A local

network is sufficient. If you install the Secure Workstation without a network

cable, the Content Management activation will fail, and trying to access

Content Management will return an error.

9 Make sure that the antivirus software is disabled during the installation.

10 Ensure that the latest graphic card driver is installed. Install the latest

vendor-specific driver. Do not use any generic driver.

11 Disable hardware acceleration. Ensure that the following registry key is

present and correctly set:

[HKEY_CURRENT_USER\SOFTWARE\Microsoft\Avalon.Graphics]

"DisableHWAcceleration"=dword:00000001

12 Make sure .NET 3.5 and .NET 4.7 are activated as Windows features.

For installation instructions, see “Install .NET 3.5” on page 14 and “Install .NET

4.7” on page 15.

13 Check the Agilent Service Notes for software updates for your installation

package and software products. Service Notes are available from your Agilent

support representative.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 20

1 Prepare your PC

Configure the Operating System

PC Configuration Checker

The OpenLab CDS ChemStation Edition configuration check tool helps to prepare

or troubleshoot the Operating System configuration and to prevent computer

problems.

This tool offers two types of configuration checks:

• Mandatory: It checks and repairs all mandatory settings which should be

applied before installing OpenLab ChemStation Edition.

• Optional: It checks the settings for performance and usability. The

configuration settings are user-specific and must be set separately for each

user.

The tool comes as .diagcab file, which is a file format used with the Microsoft

Windows Troubleshooting Platform (WTP) program. The Microsoft Windows

Troubleshooting Platform (WTP) is a platform to locate and fix hardware and

software settings in Windows. It is used specifically for diagnosing and repairing

computer settings.

In general, .diagcab files are useful for deploying troubleshooting packs because

they are self-contained and require no installation. The .diagcab file name

extension is a registered file name extension that can be executed by WTP.

Depending on whether it is a configuration check for mandatory or optional

settings, different .diagcab files must be executed:

• To perform the configuration check for mandatory settings, you must use the

file Agilent.Wtp.ChemStation.WindowsConfiguration.diagcab. This file is

located in Disk1\Tools\Windows Configuration Tools\Mandatory Settings.

• To perform the configuration check for optional settings, you must use the file

Agilent.Wtp.ChemStation.WindowsConfiguration.diagcab. This file is located in

Disk1\Tools\Windows Configuration Tools\Optional Settings.

NOTE

If User Account Control (UAC) is switched on, some configuration steps will

require active confirmation to continue.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 21

1 Prepare your PC

Configure the Operating System

1 Before starting the configuration check, copy the .diagcab files to a local disk.

2 Run the tool as administrator to ensure all settings will be applied: On the start

page, select Advanced, then click Run as administrator.

After the settings have been applied, you can generate a report to see which

settings have been changed.

3 To create the report:

a On the Troubleshooting Complete page, click View details.

b Click on the print button to generate the report.

4 Reboot the PC after running the configuration tool.

Manual Configuration Steps

Some Windows changes within this document are mandatory for Secure

Workstation for OpenLab CDS ChemStation Edition to work properly on a

Windows system. Some changes will optimize application performance. Other

changes will have an impact on usability.

The configuration settings are grouped according to their relevance for the

Windows system in the Mandatory, Performance, and Usability categories.

Depending on your operating system, some special configuration steps may be

required.

The following sections describe the configuration steps for each category

separately. Configure your Windows system accordingly. Alternatively, run the

OpenLab CDS configuration check tool (see “PC Configuration Checker” on

page 20).

NOTE

While using the Configuration Checker:

• Ensure that this computer is not turned off by another user.

• Win 7: Ensure that the menu bar is enabled (click Organize> Layout, and select

Menu bar).

• It is very important that you reboot the PC after running the configuration tool.

NOTE

The following Windows 10 descriptions apply to Windows 10 Build 1809. The

settings for other builds may differ slightly.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 22

1 Prepare your PC

Configure the Operating System

Mandatory Configuration Steps

The procedures of this section contain all the configuration steps required for

installation and necessary to ensure proper installation and avoid data loss.

In the Microsoft Control Panel:

In the Windows Start menu, enter "Control Panel" in the Search programs and files

field (alternatively, press [Win+R] and enter "Control panel"). To view all items in

the Control Panel view, select Small icons in the View by field.

1 Administrative Tools: Configure security options:

a Double-click Local Security Policy.

b Navigate to Security Settings> Local Policies> Security Options.

c Double-click the following policy listed in the right hand panel: Network

Access: Sharing and security model for local accounts.

d In the displayed dialog select the following item from the drop-down list:

Classic - local users authenticate as themselves.

2 Network and Sharing Center:

a Select Change adapter settings. Right-click your Ethernet Adapter, then

select Properties. On the General tab, click Configure.

b On the Power Management tab, clear all check boxes.

3 Power Options:

a As preferred plan select High performance.

b Click Change Plan settings.

c Set the option Put the computer to sleep to Never.

d Click Change advanced power settings.

e Open the nodes for Hard disk> Turn off hard disk after.

f Set the Minutes to 0 (=Never).

NOTE

For Windows 7 users:

Ensure that Windows hotfix KB2999226 (Update for Universal C Runtime in

Windows) is installed on your system before installing ChemStation. See

https://support.microsoft.com/en-us/help/2999226/update-for-universal-c-ru

ntime-in-windows.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 23

1 Prepare your PC

Configure the Operating System

4 Programs and Features:

a Click Turn Windows features on or off.

b Select the Telnet Client check box.

c Select the TFTP Client check box.

d Reboot the PC if necessary.

5 Windows 7 only:

Administrative Tools: Disable Services.

• Double-click Services.

• For the following services, set the startup type to Disabled:

• Application Experience

• Desktop Window Manager Session Manager

Other Windows settings:

1 To configure Windows logon options, right-click Start, select Run from the

context menu, then type gpedit.msc in the Run field.

a Navigate to Local Computer Policy> Computer Configuration> Administrative

Templates> System> Logon.

b Set Hide entry points for Fast User Switching and Always use classic logon to

Enabled.

2 Windows 10 only: Start> Settings> Update & Security> Windows Security:

a Under App & browser control:

Turn off SmartScreen under Check apps and files, SmartScreen for

Microsoft Edge, and SmartScreen for Windows Store apps.

b Under Virus & threat protection:

Ensure that a protection tool is turned on.

If you want to use Windows Defender: Enable and configure it in the

Windows Control Panel under Windows Defender Firewall> Advanced

Settings.

3 Windows 10 only: Start> Settings> Devices> Printers & scanners: Choose

default printer.

a Turn off Let Windows manage my default printer.

b Click the printer that you want to set as default, then click Manage.

c In the printer settings, click Set as default.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 24

1 Prepare your PC

Configure the Operating System

4 Windows 10 version 1903 only:

If the Net.TCP Port Sharing Service is disabled, enable it by running the

PowerShell command:

Enable-WindowsOptionalFeature -online -All -FeatureName

WCF-TCP-Activation45

Performance Configuration Steps

The procedures of this section contain configuration steps that improve system

performance. These settings are optional.

In the Microsoft Control Panel:

1 System: Change system properties:

a Click Advanced system settings.

b On the Advanced tab under Performance, click Settings.

• Advanced tab > Virtual Memory: For optimum performance use the

Change button to adjust the paging file size to a value of 2 to 3 times of

the physical RAM on the PC. If possible locate the paging file on a drive

different from the system installation drive.

• Data Execution Prevention tab: Select Turn on DEP for essential Windows

programs and services only.

Click OK to close the Performance Options dialog.

c For Windows 10 and Windows 7 only: On the System Protection tab:

Make sure that Protection is turned off. If required, click Configure and

select Disable system protection.

2 Windows 10 and Windows 7 only: Indexing Options: Disable indexing.

Click the Modify button. Select Show all locations, and clear all drives and

locations.

Other Windows settings:

1 Windows 10 only: Start> Settings> Personalization> Colors: Turn Transparency

effects off.

Usability Configuration Steps

The procedures of this section contain configuration steps that improve the

usability of the Windows application. These settings are optional.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 25

1 Prepare your PC

Configure the Operating System

In the Microsoft Control Panel:

1 File Explorer Options (Folder Options for Windows 7): In the View tab:

• Select Always show menus.

• Select Display the full path in the title bar.

• Clear Hide extensions for known file types.

• Clear Use Sharing Wizard.

2 System: Change system properties:

a Click Advanced system settings.

b On the Advanced tab under Startup and Recovery, click Settings.

• In the System startup section:

Change both Time to display ... fields from 30 to 3 sec.

• For Windows 10 and Windows 7 only: In the System failure section:

a Select Automatically restart.

b In the Write debugging information subsection, select Kernel memory

dump from the drop-down list.

Click OK to close the Startup and Recovery dialog.

c On the Advanced tab under Performance, click Settings. On the Visual

Effects tab:

• Select Adjust for best performance, then click Apply.

Select Custom, then select the following check boxes for better

usability:

• Show shadows under mouse pointer

• Show shadows under windows

• Smooth edges of screen fonts

Click OK to close the Performance Options dialog.

Other Windows settings:

1 Enable the navigation pane:

• Windows 10: Open Windows Explorer, then select View> Navigation pane

from the ribbon and make sure that Navigation pane is selected.

• Windows 7: Open Windows Explorer, then select Organize> Details> Layout

and make sure that Navigation pane is selected.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 26

1 Prepare your PC

Configure the Operating System

2 Windows 7 only: Configure general layout of the Start Menu: (right-click Start>

Properties)

a Start Menu Tab: In the Privacy section select both items

b Start Menu Tab > Customize button: In Customize Start Menu dialog:

• Clear the following option:

• Favorites menu

• Select the following options:

• Computer Display as a link

• Connect To

• Control Panel: Display as a menu

• Default Programs

• Devices and Printers

• Documents: Display as a link

• Enable context menus and dragging and dropping

• Games: Don't display this item

• Help

• Highlight newly installed programs

• Music: Don't display this item

• Network

• Open submenus when I pause on them with the mouse pointer

• Personal folder: Display as a link

• Pictures: Display as a link

• Run command

• Search other files and libraries Search with public folders

• Search programs and Control Panel

• Sort All Programs menu by name

• System administrative tools: Display on the All Programs menu and in

the Start menu

• Use large icons

Secure Workstation for OpenLab CDS ChemStation Edition Installation 27

1 Prepare your PC

Configure the Operating System

3 Windows 10 and Windows 7 only: Configure Windows logon options:

Right-click Start, select Run from the context menu, then type gpedit.msc in

the Run field.

a Navigate to Local Computer Policy> Computer Configuration> Administrative

Templates> System> Logon.

b Set Don't display the Getting Started welcome screen at logon to Enabled.

4 Recycle Bin Properties: (right-click on desktop icon Recycle Bin, then select

Properties) Select the following options:

• Custom size: Select a size corresponding to approximately 10% of the

complete disk space for the drive.

• Select Display delete confirmation dialog.

Repeat these steps for all drives of your computer.

5 Select Internet Explorer as default Web browser:

• Windows 10 only:

a Under Start> Settings> Apps> Default Apps, select the Internet Explorer

as default Web browser.

• Windows 7 only:

a In the Microsoft Control Panel under Default Programs> Set your default

programs, select Internet Explorer from the list.

b Click Set this program as default.

6 Windows 10 only: Start> Settings> System> Tablet Mode:

a For When I sign in, select Use desktop mode.

b For When this device automatically switches tablet on or off, select Don't ask

me and don't switch.

7 Windows 10 only: Start> Settings> Apps> Offline Maps: Turn Metered

connections and Map updates off.

8 Windows 10 only: Start> Settings> Privacy:

a On the General page, turn off the following:

• Let apps use advertising ID to make ads more interesting to you based on

your app usage (turning this off will reset your ID)

• Let website provide locally relevant content by assessing my language list

• Let Windows track app launches to improve Start and search results

b On the Location page, make sure Location for this device is off. If not, click

Change to turn it off.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 28

1 Prepare your PC

Configure the Operating System

9 Windows 10 only: Start> Settings> Personalization: Disable advertising info:

a On the Lock screen page:

• Under Background, select Picture or Slideshow.

• Turn off Get fun facts, tips, tricks, and more on your lock screen.

• Turn off Show lock screen background picture on the sign-in screen.

b On the Start page:

Turn off Occasionally show suggestions in Start.

10 Windows 10 only: Start> Settings> Personalization: In the Taskbar tab, under

Taskbar buttons select Combine when taskbar is full.

This will simplify switching between open CDS instances.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 29

1 Prepare your PC

Configure the Operating System

Edit the Security Settings for LC/MS and CE/MS

Systems

The following sections summarize all security settings required for LC/MS and

CE/MS. All other security settings are set automatically by the OpenLab CDS

ChemStation Edition Installer.

OpenLab CDS ChemStation Edition needs to be installed using an operating

system Administrator user account. To run the system with the configured

options outlined in this document, all users and power users should use the

same settings.

Firewall

On PCs controlling LC/MS or CE/MS systems, it is recommended that you turn

off the firewall.

Advanced Network Settings

The communication with the MS is sensitive to the order NICs in the Adapters and

Bindings dialog.

1 Go to Start> Control Panel.

Go to Network and Sharing Center

2 Click Change adapter settings.

3 Press ALT to bring up the menu.

View the items by icon to see a list of all items.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 30

1 Prepare your PC

Configure the Operating System

4 Select Advanced Settings....

Figure 2 Advanced Settings dialog, Adapters and Bindings tab

5 In the Adapters and Bindings tab (see Figure 2 on page 30):

a Make sure that the Local Area Connection pertaining to the LC/MS or

CE/MS NIC is the first item in the list of connections

NOTE

The names of your LAN cards may differ from those shown in the example. You

can tell which LAN card is the Instrument LAN by comparing the IP addresses

assigned to the LAN cards.

The LAN pertaining to the company intranet > internet will typically have an IP

address assigned by organizations Static IP policy or by a DHCP server. Check

with your network administrator.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 31

2 Install the Software

Prepare for Installation 32

Manage Passwords 32

Run the OpenLab CDS Installation Wizard 33

License Agreement Screen 33

Installation Folder Screen 33

Installation Type Screen 34

Summary Screen 35

The installation is automated by the OpenLab CDS ChemStation Edition Installer.

This tool installs all components needed.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 32

2 Install the Software

Prepare for Installation

1 Make sure that the antivirus software is disabled during the installation.

2 Do not run the Windows Update Service during installation. Make sure that no

Windows updates are performed during the installation of ChemStation.

3 Make sure that no system reboot is pending.

Pending reboots are indicated both in the Configuration Checker (see “PC

Configuration Checker” on page 20) and in the Site Preparation Tool (see “Run

the Site Preparation Tool” on page 10).

4 To begin installation, navigate to \Disk1\Setup.bat. Right-click the file and run

it as administrator to proceed to the Planning screen.

Manage Passwords

During the installation, you will need to provide passwords for the following roles:

• Administration of PostgreSQL database

• Administration of Shared Services database

• Administration of Content Management database

Ensure that access to these passwords is restricted corresponding to your

company's password management policy.

These passwords are only required for advanced database administration. They

are not required for normal lab operation or lab administration. For normal lab

operation you only need a Control Panel login, which is initially provided by the

software (see “First Login” on page 60).

Secure Workstation for OpenLab CDS ChemStation Edition Installation 33

2 Install the Software

Run the OpenLab CDS Installation Wizard

License Agreement Screen

1 From the OpenLab CDS ChemStation Edition Installer, select Installation.

2 Select Secure Workstation for OpenLab CDS ChemStation Edition.

3 The OpenLab CDS Installation Wizard opens. Read the terms of the License

Agreement. The installer provides a printable PDF of the license agreement

under the Resources option of the main menu.

4 Select I agree with the terms and conditions. You cannot proceed with

installation unless you agree to these terms.

5 Select Next to proceed to the Installation Folder screen.

Installation Folder Screen

1 Type the folder name or browse to the directory where you want to store the

application components (typically this is in the programs folder). Folders

must have English names.

2 To install e-familiarization documents during installation, select Include

e-familiarization. This will extend the installation time considerably.

3 To run an installation verification as part of this installation, select Run

Software Verification. The Software Verification Tool provides documentary

evidence that your system has been built and installed correctly, and that all

design specifications have been met. You can run the Software Verification

Tool at a later time if you prefer (see “Run an Software Verification after

Software Installation” on page 37).

4 Select Next to proceed to the Installation type screens.

NOTE

Installations into the root of a drive may cause problems during operation and

are not supported.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 34

2 Install the Software

Run the OpenLab CDS Installation Wizard

Installation Type Screen

1 Under OpenLab CDS ChemStation Edition, provide the following folder paths:

• Installation folder: directory where you want to store the ChemStation

application components. Typically this is in the programs folder. Folder

names must be entered without spaces.

• Instrument data folder: Instrument specific data such as methods,

sequences, and results. The default data path is the public documents

folder. If you plan to activate the Secure File I/O feature, this folder must

not be shared at a later point in time. If your PC is equipped with a second

disk drive, it is recommended to change the default data path to this

alternative drive. Using a second disk drive increases the performance.

2 Select Next to proceed to the Additional items screen.

3 Under Content Management Content folder, Content Management Index Folder,

and Content Management Archive Path, type the required folder names or

browse to the directories. Folder names must be entered without spaces.

4 Under PostgreSQL, type the folder name or browse to the directory where you

want to store the PostgreSQL database files. For example, C:\PostgreSQL

Data.

Provide the password that will be set for the PostgreSQL administrator. Note

that the password must be at least eight characters and contain at least one

lower case letter, one upper case letter, one digit, and one special character.

5 Select Next to proceed with the Databases screen.

6 Under Shared Services and OpenLab Content Management, type the database

names or use the default names, and create user and administrator accounts

as required.

7 Select Next to proceed to the Summary screen.

NOTE

Use a drive with sufficient space for the Data Store content.

It is recommended that you use the same drives for the Content Management

Content folder and the Content Management Archive Path, but a different drive for

the Content Management Index Folder. For example:

• D:\DSContent

• C:\DSIndex

• D:\DSArchive

Secure Workstation for OpenLab CDS ChemStation Edition Installation 35

2 Install the Software

Run the OpenLab CDS Installation Wizard

Summary Screen

1 An installation summary is shown. Select Back as necessary to change

installation settings, or Cancel to cancel the installation.

Select Start to begin installation.

2 The system performs an automated system check before it proceeds with the

listed activities.

If a system check passed message appears, installation continues.

If a system check failed message appears, you can either:

• Decline to view the system report, and continue installation.

• Decline to view the system report and postpone installation.

• View the system report, and decide to continue installation.

• View the system report and postpone installation until the problem is fixed.

3 If an installation verification was completed as part of this installation, review

the Software Verification Report. If the report indicates failure, verify the

computer requirements and reinstall the data system. Do not use the system

until the Software Verification Report gives a ‘pass’ result.

4 Click Next to proceed to the Installed Features screen.

5 Click Finish to close the installation wizard.

6 Reboot the computer.

NOTE

To view the system report as PDF file, Adobe PDF Reader must be installed.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 36

3 Post Installation Tasks

Run an Software Verification after Software Installation 37

Allow ChemMain Through Firewall 38

Configure the Antivirus Program 39

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

Secure Workstation for OpenLab CDS ChemStation Edition Installation 37

3 Post Installation Tasks

Run an Software Verification after Software Installation

Run an Software Verification after Software

Installation

The Software Verification Tool (SVT) provides documentary evidence that your

system has been built and installed correctly, and that all design specifications

have been met. You do not need to run the software verification again if it has run

successfully at the end of the installation.

1 Using your Windows operating system, go to Start> All Programs> Agilent

Technologies> Software Verification Tool.

2 Select the components to qualify.

3 Select Qualify.

The system will run the application and generate a Software Verification

Report.

4 If the report indicates failure, verify the computer requirements and reinstall

the data system.

Do not use the system until the Software Verification Report gives a ‘pass’

result.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 38

3 Post Installation Tasks

Allow ChemMain Through Firewall

Carry out the following procedure to prevent ChemStation from functioning

incorrectly due to firewall restrictions. Consider using a second network card to

isolate the instrument's data traffic, and carry out the following procedure for that

second network card only.

Alternatively, ensure that all required firewall ports are open. For details, refer to

the OpenLab CDS ChemStation Edition Requirements guide

(CDS_CS_HW-SW-Requirements.pdf).

1 In the Microsoft Control Panel, click Windows Defender Firewall

2 Click Allow an app or feature through Windows Defender Firewall.

3 Click Change settings.

The Allow another app... button becomes active.

4 Click Allow another app....

5 Click Browse... and navigate to C:\Program Files (x86)\Agilent Technologies\

ChemStation\CORE.

6 Select ChemMain.exe and click Open.

7 Click Add.

8 In the list of allowed apps and features, find ChemStation ChemMain, and

select the check boxes for all three network types.

9 Confirm your changes.

10 Repeat the procedure for ChemMainAcq.exe.

View the items by icon to see a list of all items

Secure Workstation for OpenLab CDS ChemStation Edition Installation 39

3 Post Installation Tasks

Configure the Antivirus Program

Be sure to open the firewall ports listed in the Firewall Settings in the OpenLab

CDS ChemStation Edition Requirements guide.

In order for the OpenLab software to function correctly, you should configure any

antivirus real time protection software with the following folder exclusions. They

should only be scanned while the instruments are idle and no data acquisition

takes place. Refer to your specific antivirus software documentation on how to

configure folder exclusions.

NOTE

Running antivirus programs might influence the behavior and performance of

your computer. Some virus scanners might cause issues when used with

ChemStation. The application is tested with Symantec Endpoint Protection 14.0

MP2 and with Microsoft Security Essentials.

Process Directory File name

Data acquisition %public%\Documents\Chem-

Station

(or the corresponding folder for

instrument data that you pro-

vided during installation)

Data, methods, sequences,

reports etc.

Standard reports %temp% for Windows users

(=Users' temp directory)

~p3d*.tmp

~job*.tmp

Hpspl00.que

CDS intelligent reports %LOCALAPPDATA%

%APPDATA%

%PROGRAMDATA%

Files on:

• Agilent

• Agilent Technologies

• Agilent_Technologies,_Inc

• IsolatedStorage

• Temp

e.g.:

C:\Users\xxxxx\

AppData\Local\ Agilent

Technologies\Intelligent

Reporting\RawDataFile-

Cache

Secure Workstation for OpenLab CDS ChemStation Edition Installation 40

3 Post Installation Tasks

Configure the Antivirus Program

If your antivirus software includes program or executable deny execution

settings, ensure that the following program files are not denied execution. You

can use the windows search feature to find the specific folder each program file

is located in.

• agilentiolibrariesservice.exe

• chemmain.exe

• chemmainacq.exe

• apg_top.exe

• iprocsvr.exe

• iproc8491.exe

• msinsctl.exe

• httpdmsd.exe

• epcsetup.exe

• AcroRd32.exe

• Acrobat.exe

NOTE

Depending on your specific configuration, some of the listed folders or files may

not exist on your system.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 41

4 Optional Procedures

Install Additional Software and Drivers 42

Copy installation Files to a Centralized Folder for Installation 43

Add Shortcut to Public Folder 44

This chapter contains information on the Additional Drivers and Software wizard

and other helpful procedures.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 42

4 Optional Procedures

Install Additional Software and Drivers

OpenLab CDS ChemStation Edition offers a wizard to help you installing

additional software, such as the ADFExport Plug-in, or drivers for third-party

instruments. To open the wizard, go to Start> All programs> Agilent Technologies>

OpenLab Additional Software and Drivers. Follow the wizard to install the required

software.

Prepare Network Drives

If the additional software is located on a network drive, you must prepare the

network drive to make it accessible by the wizard. Without this preparation,

Windows security prevents the wizard from accessing those drives.

1 Map the drive to a letter.

For example, map the drive as Z: using the shared path "\\<machine-name>\

OpenLabCDS".

This maps the drive for the logged-in user.

2 Open the command prompt in elevated mode (run as administrator), and map

the drive using the net use command.

For example,

net use Z: "\\<machine-name>\OpenLabCDS"

This maps the drive for the local administrator account. The mapped drive is

now visible to both logged-in user and administrator, and can be selected in

the wizard.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 43

4 Optional Procedures

Copy installation Files to a Centralized Folder for Installation

Copy installation Files to a Centralized Folder for

Installation

Completing this step will enable you to run an installation from a network share.

1 From the installer Planning screen, select Installation from the sidebar menu.

2 Select Preparation of an Installation from Network Share.

3 At the Network Share screen, browse to a directory and create a destination

folder as follows:

a Select the button with the three dots.

b Navigate to the directory where you want to create the folder.

c Select Make New Folder.

d Type in the folder name.

e Select OK. The system will return you to the Network Share screen, with the

path displayed.

f Select the Include Secure Workstation Installation media check box.

g Select Start.

4 When processing is complete, copy the files to the local drive or map the

location to a network drive.

5 Close the application and navigate to the directory and folder you created.

Open the folder.

6 Select the Disk 1 folder, then execute Setup.bat to run the application.

The system will display the installer Planning screen.

NOTE

Installations into the root of a drive may cause problems during operations and

are not supported.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 44

4 Optional Procedures

Add Shortcut to Public Folder

By default, user data such as master methods, sequence templates, report

templates, raw data etc. is located in the public documents folder C:\Users\

Public\Documents\ChemStation. You define this folder during the installation.

The system creates a shortcut to the defined folder under Instrument Data in the

Windows Start menu.

In Windows 7, a shortcut to public documents is automatically available in the

Windows Explorer.

In Windows 10, the Windows Explorer is organized differently. To provide easy

access to that folder, we recommend that you pin the Instrument Data folder to

the Start menu.

Figure 3 Windows Start menu in Windows 10

1 Navigate to the Instrument Data shortcut in the Start menu.

2 Right-click the icon, then select Pin to Start.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 45

5 Secure File I/O

About Secure File I/O 46

Prepare Secure File I/O in Windows 47

Enable Secure File I/O in ChemStation 48

Check privileges for ChemStation users 49

Important Notes for Working with Secure File I/O 50

Limitations 51

This chapter describes how to protect your ChemStation folders with Secure File

I/O.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 46

5 Secure File I/O

About Secure File I/O

ChemStation metadata such as validated master methods or sequences

templates must be stored in secured locations in your content management

system. For usage with your instruments these methods or sequence templates

are also stored in various local folders. By default, the content of these folders is

not protected against modification or deletion from local file browsers or from

file dialogs within ChemStation.

To ensure data integrity, enable the Secure File I/O function for ChemStation. All

relevant local paths will then be protected. The relevant paths are set by default,

but can also be configured. The content of protected paths can no longer be

modified by Windows file operations because access is denied for members of

the Windows user group Interactive

. The protected folders can only be used

inside ChemStation. If user authentication is enabled, only users with sufficient

privileges can delete the locally stored data for housekeeping purposes. If those

methods or sequences have been actively used with your instrument, copies are

also stored along with results and their associated audit trails.

In Windows, all users who log on interactively are automatically assigned to the

Interactive group. The membership persists for the time the users remain logged in.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 47

5 Secure File I/O

Prepare Secure File I/O in Windows

1 Ensure that all relevant ChemStation folders are on an NTFS file system.

2 Do not use ChemStation folders on removable storage devices (for example,

external disks or USB media).

3 Create a standard user account (local or domain) with the same or fewer

privileges than a normal ChemStation user. Do not grant administration or

power user privileges. Make sure that this user is not a member of any group,

especially not the Interactive group.

This account will be used by the ChemStation for internal file operations. As

the user is not supposed to log on interactively, do not use the option Change

password at next logon.

NOTE

Consider using a password that never expires. If this is not possible due to your

security policy, plan a downtime for ChemStation while updating the password.

As long as the password for this user account is expired, do not use the

ChemStation. ChemStation will not work properly until you have updated the

password in the ChemStation Administration Tool.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 48

5 Secure File I/O

Enable Secure File I/O in ChemStation

1 Click Start> All Programs> Agilent Technologies> ChemStation Administration

Tool to open the ChemStation Administration Tool.

2 In the ChemStation Administration Tool, select the enable secure file IO check

box.

3 Provide the credentials of the special user account that you have prepared.

4 Click Apply.

5 A dialog lists all directories that are going to be protected. Click OK to confirm.

For all paths that are protected, a ProtectionInfo.xml file is stored in the root

folder. This protection information file contains the time stamp and the

Windows user who enabled protection - that is either the user who enabled

the path from the ChemStation Administration tool, or the user who

configured a new instrument.

The Protection Information file provides proof for a given folder when the last

activation was performed. Any period of time before that date is unspecified.

The file can be used to demonstrate the uninterrupted protection status of a

folder since it contains the date, time and user who last enabled protection.

Enabling or disabling secure file I/O is not logged to the OpenLab Control

Panel Activity Log or the Windows Event Logs (application or Security).

When the folder is unprotected, the ProtectionInfo.xml file is deleted. Note,

deleting this file will not unprotect the folder.

6 For administrative tasks, you can temporarily disable the protection of

specific folders:

a Shut down all ChemStation sessions.

b In the ChemStation Administration Tool, click Manage Secure File System.

c In the list of directories, find the relevant path and click Unprotect.

The protection information file is deleted to document the interruption of

the protection state.

d After finishing your tasks, click Protect All to restore protection for all

relevant folders.

New protection information files are created.

e Start ChemStation again.

ChemStation will only start if all folders are protected.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 49

5 Secure File I/O

Check privileges for ChemStation users

In the OpenLab Control Panel, specific privileges can be configured. Several

privileges are relevant for Secure File I/O. They handle occasions when data,

methods, or sequences need to be loaded from unprotected locations (which are

outside of the secure folders). These privileges are enabled in the default

ChemStation Roles to maintain the current workflows.

To ensure data integrity, it is recommended to uncheck these privileges when

Secure File I/O is enabled.

The relevant privileges are:

• ChemStation: Data> Load data from not configured path

Required for loading data from unprotected paths, or adding data paths that

are not empty to the ChemStation.

• ChemStation: Method> Load method from not configured path

Required for loading a method from an unprotected path, saving a method to

an unprotected path, or adding method paths to the ChemStation

(Preferences dialog).

• ChemStation: Sequence> Load sequence template from not configured path

Required for loading sequence templates from unprotected paths, saving

sequence templates to unprotected paths, or adding paths that are to the

ChemStation (Preferences dialog).

Secure Workstation for OpenLab CDS ChemStation Edition Installation 50

5 Secure File I/O

Important Notes for Working with Secure File I/O

When using Secure File I/O to protect your ChemStation folders:

• Do not share protected folders. Sharing a folder will break the protection.

If your data resides within the public documents folder (default setting), do

not turn on public sharing.

• Do not log in interactively with the user account provided in the ChemStation

Administration Tool.

If this user logs in interactively, you will not be able to save any changed data

in ChemStation until the user logs out again.

• If the password for this user account has expired, do not use the ChemStation

until you updated the password in the ChemStation Administration Tool.

ChemStation will not work properly as long as the password is outdated.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 51

5 Secure File I/O

Limitations

The following features are not supported when Secure File I/O is enabled:

• Import/Export eMethods

• Migration of non-container data to new result sets

• Download files (method, sequence, data) using the content management web

interface, and storing them to a protected folder

These files must be downloaded from within the ChemStation application.

• GC Backflush Wizard

• G2887BA SIMDIS

• M8350AA MatchCompare

• M8370AA OpenLab Data Analysis Add-on

• Easy SamplePrep

• G7818A Cirrus GPC Software

• A2Prep software

• Method Scouting Wizard

• G4218A Evaporative Light Scattering Detector

• 2D-LC Add-on

Since Secure File I/O protects the folders/directories containing methods,

sequences, data for OpenLab ChemStation, this prevents access from outside

applications as Explorer or Notepad from making edits to ChemStation produced

data, methods, etc. This also includes some of Agilent's Add-on programs such

as A2Prep as these programs need to access ChemStation folders/directories.

Any application that needs to access or write to a protected ChemStation

folder/directory will not be allowed and therefore cannot be used when Secure

File I/O is enabled.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 52

6 Secure Workstation for OpenLab CDS

ChemStation Edition Licensing

About OpenLab Licensing 53

License Types 53

License File 53

Obtain your Software License 54

Generate and download your software license 55

Other Ways to Obtain a License 57

This chapter describes the licensing of a Secure Workstation for OpenLab CDS

ChemStation Edition.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 53

6 Secure Workstation for OpenLab CDS ChemStation Edition Licensing

About OpenLab Licensing

License Types

The license file is a collection of Product, Instruments and Add-on licenses (or

activation keys), and is installed to your OpenLab CDS System.

The licenses or activation keys in the license file can either be Shared or Counted:

• Shared licenses — system computers and other components can have

shared, or add-on, licenses — because they share a core license.

• Counted licenses — these licenses are part of the Secure Workstation for

OpenLab CDS ChemStation Edition floating licensing strategy. They are not

permanently assigned to any one component. Instead they are automatically

assigned to components, such as AICs and instruments, while the

components are starting up. The licenses are automatically returned when

the component is closed. The license management program controls license

issuance and retrieval.

In this case, the only requirement is that a component is licensed while

running. You only need enough licenses for all components running

concurrently, rather than for each installed component.

A startup license for the system allows you to run OpenLab CDS for 60 days after

the installation. In order to run the data system software after the 60-day period,

you must install your license file.

License File

A license file will contain your software license. This file is installed on the

workstation. The license file is bound to this computer, and cannot be moved to

another workstation without regenerating the license in SubscribeNet.

Information in the license file defines the number of instruments and other

options that may be used concurrently with your system.

The most efficient way to manage and maintain your licensing is through the

Internet.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 54

6 Secure Workstation for OpenLab CDS ChemStation Edition Licensing

Obtain your Software License

The most efficient way to and manage and maintain your license is with

SubscribeNet.

Flexera

License

Manager

Secure Workstation for OpenLab CDS ChemStation Edition uses a 3rd party tool

called FlexNet Producer Suite from Flexera to manage the licenses. The required

Licensing server components are installed by default on the Secure Workstation

for OpenLab CDS ChemStation Edition.

License Management in OpenLab Shared Services requires an additional

Windows service to be running. This Windows service is called Agilent OpenLab

License Server. This service must be running on your Secure Workstation for

OpenLab CDS ChemStation Edition.

If you are lacking an Internet connection, see “Other Ways to Obtain a License” on

page 57. Gather the following information from the lavender envelope containing

your Software Entitlement Certificate:

• The authorization code label

• The URL for SubscribeNet

If you have not received a lavender envelope, contact your vendor or internal

support.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 55

6 Secure Workstation for OpenLab CDS ChemStation Edition Licensing

Obtain your Software License

Generate and download your software license

Use the following procedure to generate and download your license. In case you

do not have internet access, skip to the section “Other Ways to Obtain a

License” on page 57.

If you are a new user who has not registered with SubscribeNet, continue with the

section New Users.

If you have registered with SubscribeNet, skip to the section Users registered with

SubscribeNet.

Prerequisites To generate, download, and install a final license for your product, you will need:

• The authorization code label provided in the lavender envelope containing

your Software Entitlement Certificate.

If you have not received a lavender envelope for your product, contact your

vendor or internal support.

• The URL for SubscribeNet from the Software Entitlement Certificate.

• The host name of the computer where the Control Panel is running.

• The MAC address.

To retrieve your MAC address from a computer where Secure Workstation for

OpenLab CDS ChemStation Edition is already installed, open the Control Panel

and browse to the Administration> Licenses section. Use the Copy MAC

Address or Save MAC Address function to obtain the MAC address for license

generation.

During this process you will have to enter the MAC address of your license

server. For workstations, this is the local computer. For client/server systems,

this is the server.

NOTE

If any changes are made to the computer name or domain reference after the

license is installed, remove the license. A new license will need to be created in

SubscribeNet, downloaded, and installed.

NOTE

If the network adapter that provides the MAC address used during license

creation is removed from the machine, your license will no longer be valid. A new

license will need to be generated with a currently available MAC on the license

server.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 56

6 Secure Workstation for OpenLab CDS ChemStation Edition Licensing

Obtain your Software License

New Users

1 Go to https://agilent.subscribenet.com/control/agil/AgilRegisterToAccount

to register the product with SubscribeNet.

2 On the registration page, enter the authorization code from the label and

complete the profile information (required fields are marked with an asterisk

*).

The email address you enter will become your login ID.

3 Click Submit. The system will generate and display an account name for you.

SubscribeNet will send a welcome email with your login ID and password.

4 Log in to SubscribeNet using your login ID and password.

Once you log in, you can use the online user manual link for help with any

questions you have.

5 Select Generate or View licenses from the left navigation bar.

6 Follow the prompts to generate your new license.

You will be prompted for the HOST NAME of the computer. The host name

you enter must match with the network name of the computer where the

Control Panel is running. Do not include any DNS suffix (domain.com)

references in the entered machine name.

7 When the system generated the license, view its details, then click Download

License File. Save the license file to your computer and to a backup location

(such as a portable storage device).

Use your login ID and password when you revisit the Agilent SubscribeNet site

to regenerate a license file, add new authorization codes, or further configure

the license for your system.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 57

6 Secure Workstation for OpenLab CDS ChemStation Edition Licensing

Obtain your Software License

Users registered with SubscribeNet

1 If you already have a SubscribeNet account, use

https://agilent.subscribenet.com/.

Lost your SubscribeNet password? Use

https://agilent.subscribenet.com/control/agil/password to have it emailed

to you.

2 Select the SubscribeNet account associated with this authorization code, if

you have more than one account.

3 From the SubscribeNet navigation pane, select Register Authorization Code.

This will allow you to enter your new authorization code and make available

the new license entitlements.

4 Follow steps 5 through 7 in the previous procedure, New Users, to generate or

view your new licenses.

Other Ways to Obtain a License

If you are unable to generate a license, contact your nearest Agilent technical

support office. A representative will tell you how to submit an OpenLab CDS

License Generation Form in your location.

Offline Licensing

If an internet connection is not available in your laboratory:

You or your local on-site service engineer will collect the necessary information

from you to allow Agilent to create a license account on your behalf. For phone

support in your region, call the sales and service number for your region. See the

Appendix for contact information.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 58

6 Secure Workstation for OpenLab CDS ChemStation Edition Licensing

Obtain your Software License

Required Customer Information for Agilent License Support:

The following information must be provided to Agilent in order to enable us to

create a licensing account on your behalf.

1 Collect Account Information:

Your account name will be your company name and Lab name separated by a

comma. Employee information provided here will be used to define the first

administrator of your account for future access to the system as required.

Please prepare the following pieces of information prior to contacting your

local Agilent sales and service center in order to expedite service:

• Company Name

• Lab/Department Name

• First Name

• Last Name

• E-mail address

• Job Title

• Phone #

• Address, City, State/Province, Postal Code, Country

2 Collect Authorization Code(s):

The authorization code is an alpha-numeric code provided on a label which is

enclosed in a lavender envelope. If you have received more than one code you

must provide all codes to ensure that all ordered licenses are granted to your

account.

3 Receiving your license:

Once the above information is provided Agilent will then work on your behalf

to generate a license file through SubscribeNet. The license file will either be

sent to your shipping address (on a CD), or your local FSE will deliver it in

person (usually on USB media). Once your license is received follow the below

section on “Install your License” to finish installing your license on your CDS

system(s).

Secure Workstation for OpenLab CDS ChemStation Edition Installation 59

7 Configure Secure Workstation for OpenLab

CDS ChemStation Edition

First Login 60

Add your License to the Control Panel 61

Add Users 62

Add Users to a Role 63

This chapter describes the configuration of Secure Workstation for OpenLab CDS

ChemStation Edition.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 60

7 Configure Secure Workstation for OpenLab CDS ChemStation Edition

First Login

During the installation, internal authentication is automatically configured, and a

default user 'admin' is created with password ‘openlab'. For security and

compliance reasons, change the password before proceeding any further.

1 Start the OpenLab Control Panel shortcut on the desktop or go to Start> All

Programs> Agilent Technologies> OpenLab> OpenLab Control Panel.

2 Enter your login credentials for OpenLab Control Panel.

a In the Login field enter the user name

admin.

b In the Password field enter the password

openlab.

3 In the Administration view, select My Settings.

4 In the ribbon, click Change My Password.

5 Provide a new password that corresponds to your password policy, and

confirm your settings.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 61

7 Configure Secure Workstation for OpenLab CDS ChemStation Edition

Add your License to the Control Panel

The license must be added to your system using the Control Panel.

1 Start the Control Panel shortcut on the desktop or go to Start> All Programs>

Agilent Technologies> OpenLab Shared Services> Control Panel.

2 Navigate to Administration> Licenses.

3 In the ribbon, click Add License .

4 Choose to install the license by:

• Using the license file option to browse to and open the license file (.lic)

saved from the license generation process in SubscribeNet.

• Selecting the License Text option and copying the license text from a text

file received into the provided field.

5 Click OK.

The Administration interface in the Control Panel will now display the status of

installed licenses.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 62

7 Configure Secure Workstation for OpenLab CDS ChemStation Edition

Add Users

1 From the navigation pane, select Administration> Users.

2 In the Users toolbar, select Create.

3 In the Create User dialog box enter a Name and Description for the user.

4 Select the General tab and enter a Password for the user. Confirm the

password.

5 Under Security policy, set the minimum password length of at least five

characters.

6 Set the expiration period of 180 days or less.

7 Limit the number of allowed login attempts to three.

8 Enter the user's full name, email address, and contact information if desired.

The full name is used in activity log entries and the welcome message at the

lower right of the Control Panel.

9 Select password options:

• To prevent the user from changing the password assigned here, enable

the User cannot change password.

• To require the user to create a new password the next time they log on,

enable the User must change password at next logon.

• To allow the user to use the password assigned here or change it at any

time, disable both the User cannot change password and the User must

change password at next logon.

10 To create a user profile but prevent the user from logging on Control Panel,

enable User disabled.

11 Select OK.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 63

7 Configure Secure Workstation for OpenLab CDS ChemStation Edition

Add Users to a Role

1 From the navigation pane, select Administration> Roles.

2 In the roles window, select the role you want to assign to users.

3 In the roles toolbar, select Edit.

4 In the Edit Role dialog box, select the Members tab.

5 Select Add user or group.

6 In the Search Users and Groups dialog box, select Search to view a list of all

users and groups.

7 Under Search Results, select a user or group and select Add.

8 Select OK.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 64

8 Upgrade Secure Workstation

Planning your Upgrade 65

Convert Classic Instrument Drivers to RC.NET 66

Preparations for the Upgrade 69

License Upgrade 71

Get Upgraded License File 71

Add Upgraded License File to the System 72

Upgrade a Secure Workstation 73

This chapter describes the upgrade of Secure Workstation for OpenLab CDS

ChemStation Edition.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 65

8 Upgrade Secure Workstation

Planning your Upgrade

A direct upgrade, using the Upgrade Wizard, is supported from ChemStation

C.01.07 SR3 or higher. Older ChemStation revisions must be upgraded to C.01.07

SR3 in a first step. For details on the upgrade to C.01.07 SR3 or SR4, please refer

to the C.01.07 SR3 installation guide.

Note that C.01.10 is supported on Windows 7 SP1 64 bit or Windows 10 only. An

in-place upgrade from Windows 7 or 8.1 to Windows 10 on an existing

ChemStation Workstation is not supported. Before upgrading a Secure

Workstation, make sure that the Windows configuration meets all requirements.

See “Configure the Operating System” on page 20.

For information on restoring your old database into a new installation, see the

disaster recovery procedures in the Secure Workstation for OpenLab CDS

ChemStation Edition Maintenance Guide (CDS_CS-SecureWS_maintenance.pdf).

Classic instrument drivers, with exception of MSD instrument drivers, are no

longer supported. It is recommended that you convert the corresponding

instrument methods to RC.Net driver methods prior to the upgrade (see “Convert

Classic Instrument Drivers to RC.NET” on page 66).

If your system is configured to use one of the following ELSD drivers (G7102A,

G4261A/B or G4260A/B), refer to the current ELSD Release Note for upgrade

instructions. The version current at the release of ChemStation C.01.10is

available in the Documentation and Learning platform.

The functions related to ADF Export will be available as an Add-On for

ChemStation starting from revision C.01.10. To use the latest version, install the

ADFExport Add-On separately (see “Install Additional Software and Drivers” on

page 42). ADF Export functions have been included in ChemStation C.01.09.

Therefore, if you upgrade ChemStation from C.01.09, always install the latest

ADFExport Add-On on ChemStation revision C.01.10 in order to upgrade the

outdated ADF Export functions.

NOTE

As of C.01.08, the M8370AA OpenLab CDS Data Analysis Add-On is no longer

supported in combination with ChemStation.

Also as of C.01.08, OpenLab CDS ChemStation Edition does no longer control

Agilent 5890 GC instruments.

If you use either of them, do not upgrade to C.01.10. Use rev. C.01.07 SR3 or SR4

instead.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 66

8 Upgrade Secure Workstation

Convert Classic Instrument Drivers to RC.NET

With C.01.10, only RC.NET drivers are available (with exception of MSD

instrument drivers). Instruments using the classic driver must be reconfigured to

use the RC.net driver. Agilent recommends to do this before upgrading to

C.01.10.

To determine which instruments are using the classic driver, go to the OpenLab

Control Panel and select the instrument. Select Configure Instrument in the

ribbon. The instrument is using the classic driver if the Use classic drivers check

box is selected. Perform the following steps to reconfigure the instrument to use

RC.NET.

1 Record the IP address for each classic driver instrument.

2 Verify there is a backup of the methods and data to another location.

3 For your reference: Print the classic driver method settings or save the

method listing to disk.

4 To reconfigure the instrument, select the instrument in the OpenLab Control

Panel.

5 In the ribbon, click Configure Instrument.

6 In the configuration dialog, clear the Use classic drivers check box.

The instrument is moved from the Selected Modules panel to the Configurable

Modules panel.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 67

8 Upgrade Secure Workstation

Convert Classic Instrument Drivers to RC.NET

7 Select the instrument in the Configurable Modules panel, then click the arrow

to add the instrument to the Selected Modules panel again.

8 Double-click the instrument under Selected Modules, and configure the

previously recorded IP address. Click Get Serial Number and Firmware to get

the corresponding entries.

Figure 4 Example for 35900 configuration

9 Launch the newly configured instrument.

NOTE

• If a current RC.NET driver is not yet available, you must install it manually

before upgrading OpenLab CDS ChemStation.

• For example, follow these steps to install the 35900E ADC RC.NET driver:

a Run the installer.

b Go to Installation and open OpenLab Additional Software and Drivers.

c When asked for the Add-on software, browse to Disk3 of the installation

media, and to the Agilent 35900E RCNet folder to find the Agilent OpenLab

CDS ChemStation 35900 AtoD Drivers.msi file. The corresponding

software will then be listed in the installer.

d Select the software in the list, and continue to install. The installation

verification will automatically follow and should complete without errors.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 68

8 Upgrade Secure Workstation

Convert Classic Instrument Drivers to RC.NET

10 To convert a method to RC.NET driver, load the method. If a dialog like the

following opens, click OK.

Review the method, and if no updates are needed, add a comment such as

"Updated to RC.NET" to the method when saving it.

Methods are converted to RC.NET when loaded. After saving to disk,

converted methods have an additional Agilent folder and

RapidControl.InstrumentConfig file.

Only with RC.NET driver methods

Secure Workstation for OpenLab CDS ChemStation Edition Installation 69

8 Upgrade Secure Workstation

Preparations for the Upgrade

1 Perform a backup of your system by following the procedure described in the

maintenance guide (SecureWS_maintenance.pdf).

2 If not already present from a previous installation: Install .Net Framework

4.7.2 (see “Install .NET 4.7” on page 15).

3 Disable Windows Updates

a Go to Control Panel> Windows Update.

b Click Change settings. In the Important updates section, select Never check

for updates. Clear the other update options.

4 Verify that the locales defined in the postgreSQL database match the locales

defined in the operating system.

a Open the postgreSQL administration tool (pgAdmin)

Start> Postgres 9.x> pgAdminIII

b Right-click Postgres SQL 9.x, select Connect, and type the password for the

postgres user.

NOTE

This setting is important to avoid a system reboot during the upgrade process

NOTE

To perform this step you will need the password for the postgres user that has

been defined during the original installation. It should be part of your personal

documentation.

Contact your local Agilent support representative if you can’t retrieve the

password of the postgres user.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 70

8 Upgrade Secure Workstation

Preparations for the Upgrade

c Expand the Databases list by clicking on (+).

d Click on the different databases. In the Propertiestab, note the language for

Collation and Character Type.

e Open the Windows settings Start> Control Panel> Region and Language>

Format and compare with the language defined in the databases.

f Reboot the computer.

NOTE

Note down the settings in the ChemStation Administration Tool. After the

upgrade, check if the settings still match the original ones before the upgrade.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 71

8 Upgrade Secure Workstation

License Upgrade

Get Upgraded License File

You will need to upgrade your licenses in SubscribeNet prior to upgrading to the

next version of Secure Workstation for OpenLab CDS ChemStation Edition. We

strongly recommend upgrading your workstation licenses before upgrading the

core software. Standalone workstations which are upgraded to the new core

software version, without a new workstation license, will not work until the new

workstation licenses are added to the OpenLab Control Panel.

If you are under SMA subscription, proceed as follows to upgrade your licenses:

1 During the following process, you will be prompted in SubscribeNet for the

host name or MAC address of the workstation where Secure Workstation for

OpenLab CDS ChemStation Edition is already installed.

To retrieve this hostname and MAC address, open the Control Panel and

browse to the Administration> Licenses section. Note down the host name

and use the Copy MAC Address or Save MAC Address function to obtain the

MAC address.

2 Log into the Agilent Electronic Software and License Delivery

(https://agilent.subscribenet.com/).

3 Navigate to Manage Licenses by Host. In the Host ID field, enter the previously

noted MAC address, and click Search.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 72

8 Upgrade Secure Workstation

License Upgrade

If the relevant host name does not appear, you may be managing your

licenses in multiple SubscribeNet accounts. You will need to log into those

accounts to upgrade those licenses.

4 If your license(s) are eligible for an upgrade, you will see the Upgrade All

button. Otherwise you will need to contact your Agilent Sales Representative

to renew your Software Maintenance Agreement (see “Sales and Support

Assistance” on page 84). To proceed with generating your upgrade license,

click the button.

5 On the Upgrade All Licenses for License Host page, review the data, and

confirm by clicking Upgrade All.

This upgrades the license file to the most current version. SubscribeNet will

send you an email with a new license file.

6 Put the new license file on your system (see “Add Upgraded License File to the

System” on page 72.

If you have multiple standalone Workstations, repeat this step for each

individual workstation.

Note that each workstation's MAC address is the file name. This helps identify

the correct license file to import into the workstation's Control Panel.

Add Upgraded License File to the System

If you have purchased new options, such as additional instrument controls or

client license and regenerated your license in SubscribeNet, the upgraded license

file must be re-applied to the system.

1 Start the Control Panel from any machine connected to the system you want

to install the license for.

2 Navigate to Administration> Licenses.

3 Select a license, then click Remove License .

4 In the ribbon, click Add License .

5 Browse to and open the license file saved from the license generation process

in SubscribeNet.

NOTE

A full restart is required in order for any license to have an immediate effect.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 73

8 Upgrade Secure Workstation

Upgrade a Secure Workstation

Prerequisites You are using Secure Workstation for OpenLab CDS ChemStation Edition rev.

C.01.07 SR3 or higher.

Older versions must first be upgraded to C.01.07 SR3. Multiple upgrade steps

may be required.

1 If you protect your folders with Secure File I/O: disable Secure File I/O during

the upgrade.

a Shut down all ChemStation sessions.

b Click Start> All Programs> Agilent Technologies> ChemStation

Administration Tool to open the ChemStation Administration Tool.

c In the ChemStation Administration Tool, clear the enable secure file IO

check box.

2 Run the installer from the same media type (for example, USB or network

share) as you used to install the current version.

3 From the installer Planning screen, switch to the Installation screen.

4 Select Secure Workstation for OpenLab CDS ChemStation Edition.

If a Secure Workstation is already installed, this automatically opens the

upgrade wizard.

5 The workstation license must be upgraded, see “Get Upgraded License

File” on page 71.

Acknowledge that the license has been upgraded and click Next to continue.

6 Select I agree with the terms and conditions. You cannot proceed with the

upgrade unless you agree to these terms. Click Next.

7 In the OpenLab Shared Services Settings for Registration screen, enter the

username and password of a user with system administration privileges.

Click Next.

8 In the Summary screen of the Upgrade Wizard, the components for the

upgrade are listed. Click Start to proceed with the upgrade.

If an error occurs during the upgrade, an error message appears.

9 After the upgrade, check if the settings in the ChemStation Administration Tool

still match your original system settings before the upgrade.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 74

8 Upgrade Secure Workstation

Upgrade a Secure Workstation

10 If you disabled it before, enable Secure File I/O again after the upgrade is

finished.

a Click Start> All Programs> Agilent Technologies> ChemStation

Administration Tool to open the ChemStation Administration Tool.

b In the ChemStation Administration Tool, select the enable secure file IO

check box.

Existing instrument configuration can remain unchanged after the upgrade.

NOTE

The Classic drivers are not supported with ChemStation C.01.08 and later.

Please check “Convert Classic Instrument Drivers to RC.NET” on page 66 for

details.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 75

9 Uninstall the Software

About Uninstallation 76

Run the OpenLab CDS Uninstallation Wizard 77

This chapter contains information on the uninstallation by using the OpenLab

Uninstallation Wizard.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 76

9 Uninstall the Software

About Uninstallation

Like the installation, the uninstallation is automated by the OpenLab CDS

ChemStation Edition Installer.

For your convenience, the installer uses the same user interfaces for the

software uninstallation of all configurations (standalone or networked

workstation). The OpenLab Uninstallation Wizard is found under the Maintenance

section of the installer. It guides you through the uninstallation steps.

NOTE

Do not use the Windows uninstallation tool for uninstalling OpenLab CDS

ChemStation Edition!

NOTE

If the installer was not used for installation, any manually installed additional

software such as Headspace, PAL, or third party drivers must be uninstalled

using the Windows Control Panel before the core software can be uninstalled.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 77

9 Uninstall the Software

Run the OpenLab CDS Uninstallation Wizard

1 Select Start> All Programs> Agilent Technologies> Uninstall OpenLab CDS.

The OpenLab Uninstallation Wizard opens.

2 In the Shared Components screen, select the Uninstall Software Verification

and Uninstall PostgreSQL check box.

Note: Software Verification Tool needs to be uninstalled if you wish to

re-install OpenLab CDS ChemStation Edition at a later time.

3 In the Summary screen under Uninstallation of OpenLab CDS ChemStation

Components, there is a list of the components you want to uninstall.

4 Select Start to start the uninstallation.

If you want to abort the uninstallation, select Cancel. If you want to change

any settings, select Back.

All listed components are automatically uninstalled, one after another.

5 When the uninstallation has finished, click Finish to close the uninstallation

wizard.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 78

10 Troubleshooting

Reconfigure Instruments Using Classic Drivers After Upgrade to ChemStation

C.01.08 or Higher 79

The chapter gives some troubleshooting hints.

Secure Workstation for OpenLab CDS ChemStation Edition Installation 79

10 Troubleshooting

Reconfigure Instruments Using Classic Drivers After Upgrade to ChemStation

C.01.08 or Higher

Reconfigure Instruments Using Classic Drivers

After Upgrade to ChemStation C.01.08 or Higher

If you missed the recommendations from the driver preparation described in the

OpenLab CDS ChemStation Edition Upgrade Guide (CDS_CS-Upgrade.pdf),

ChemStation will start up, but instruments with the Classic driver will no longer

be available. You will receive a notice that you need to reconfigure your

instrument.

The classic driver instruments and methods are not updated to RC.NET

automatically. To adjust them, perform the following steps.

To check if a classic method is used, go to Windows Explorer and view the

contents of the corresponding method folder. The classic method will not have

the Agilent folder listed.

1 Record the IP address for each classic driver instrument.

2 Verify there is a backup of the methods and data to another location.

3 To reconfigure the instrument, select the instrument in the OpenLab Control

Panel.

4 In the ribbon, click Configure Instrument.

A message is displayed, requesting you to reconfigure your instrument.

Only with RC.NET driver methods

Secure Workstation for OpenLab CDS ChemStation Edition Installation 80

10 Troubleshooting

Reconfigure Instruments Using Classic Drivers After Upgrade to ChemStation

C.01.08 or Higher

5 Click OK.

The Configure Instrument panel opens. The Use classic drivers check box is no

longer shown.

6 To update the instrument to use the RC.net driver, select the instrument in the

Configurable Modules panel, then click the arrow to add it to the Selected

Modules panel.

7 Enter the IP Address. Only for 35900E A/D instrument: Click Get Serial Number

and Firmware to get the corresponding entries. For the example below the

serial number and firmware version are updated upon successful connection

to the 35900E A/D instrument.

This completes the setup of the instrument.

8 Click OK to load the instrument configuration.

9 Specify the Method Load on Startup option and select one of the following

options:

a Always ask the user to choose an option

b Download method to instrument on start up (select this option to match the

behavior of the classic driver)

c Upload method from instrument

d New method from instrument

Secure Workstation for OpenLab CDS ChemStation Edition Installation 81

10 Troubleshooting

Reconfigure Instruments Using Classic Drivers After Upgrade to ChemStation

C.01.08 or Higher

10 Click OK to complete.

11 Launch the newly configured instrument.

12 To convert a method to RC.NET driver, load the method. If a dialog like the

following opens, click OK.

Review the method, and if no updates are needed, add a comment such as

"Updated to RC.NET" to the method when saving it.

Methods are converted to RC.NET when loaded. After saving to disk,

converted methods have an additional Agilent folder and

RapidControl.InstrumentConfig file.

Only with RC.NET driver methods

Secure Workstation for OpenLab CDS ChemStation Edition Installation 82

11 Appendix

Change the PC Name 83

Sales and Support Assistance 84

Secure Workstation for OpenLab CDS ChemStation Edition Installation 83

11 Appendix

Change the PC Name

A change of the PC name may be scheduled to avoid duplicate names in a

network or can be due to a policy change. Internally, the software components

use localhost for the Workstation, so no additional action is required to continue

running the software. However, if you need to change a PC name after

installation, the license file for the PC will be no longer valid.

Instruments are licensed by installing files that are specifically created for a given

configuration. The text of the license files contains references to the computer

name and the hardware address of the network card. If one of the parameters is

changed, the license no longer applies.

You will need to generate and install a license file with the new PC name (host

name).

Secure Workstation for OpenLab CDS ChemStation Edition Installation 84

11 Appendix

Sales and Support Assistance

Please check the following web site for your local sales and support contact:

https://www.agilent.com/en/support

www.agilent.com



Agilent Technologies Inc. 2014-2020

Published in Germany

05/2020

M8313-90004*

Part No: M8313-90004 Rev. D

In This Book

This installation guide provides instructions

to install and configure Agilent Secure

Workstation for OpenLab CDS ChemStation

Edition.