Agilent EZChrom Elite

Installation Guide
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Contents
1 Using This Guide .................................................................... 7
Introduction........................................................................................ 7

Who Should Read This Guide?....................................................... 7

Documentation Conventions .......................................................... 7

2 Installation .............................................................................. 9
Definitions .......................................................................................... 9
Enterprise Path............................................................................... 9

Enterprise File Server.................................................................... 9

Enterprise Machine ....................................................................... 9

EZServers ........................................................................................ 9

Agilent Instrument Controller (AIC) ......................................... 10

Client PCs...................................................................................... 10

Enterprise Service Account ....................................................... 10

Enterprise Service Group............................................................ 10

Installation Notes............................................................................ 11

3 Before You Begin a New Installation................................ 13

4 Instrument Folders ............................................................... 16

5 Advanced File Security........................................................ 17

Common Folder ............................................................................ 18
AFS Requirements....................................................................... 19

AFS Notes ..................................................................................... 19

EZChrom Elite Installation Guide iii

 6 Workstation Installation ......................................................21
Setup Worksheet ............................................................................ 21

Workstation Step 1: Setup the Enterprise Path ....................... 22

Workstation Step 2: Setup the Data System PC ....................... 22

Workstation Step 3: Install the Software Licenses.................. 23

Installation of a Hardware License Key................................... 23

Workstation Step 4: Activating Advanced File Security.......... 23

Workstation Step 5: Configure the Enterprise........................... 26

Workstation Step 6: Configure Interfaces.................................. 27

Workstation Step 7: Configure Instruments .............................. 27

Workstation Step 8: What to Do Next ........................................ 29

7 Client/Server Installation....................................................31
Setup Worksheet ............................................................................ 31

Client/Server Step 1: Setup the Enterprise Path ...................... 32

Client/Server Step 2: Setup the Enterprise Machine............... 32

Client/Server Step 3: Setup the Instrument Controllers ......... 34

Client/Server Step 4: Setup the EZServers................................ 35

Client/Server Step 5: Setup the Client PCs ............................... 37

Client/Server Step 6: Install the Software Licenses................ 38

Installation of a Hardware License Key................................... 38

Client/Server Step 7: Activating Advanced File Security........ 38

Client/Server Step 8: Configure the Enterprise......................... 42

Client/Server Step 9: Configure Interfaces................................ 43

Client/Server Step 10: Configure Instruments .......................... 43

Client/Server Step 11: What to Do Next.................................... 45

iv EZChrom Elite Installation Guide

 8 Installation on a Citrix Server or Windows Terminal
Server..................................................................................... 47
Notes for Running Elite as a Single Session on Citrix............. 49

9 Installation Qualification..................................................... 51

10 Software License Installation ............................................ 51

Installing a Software-Based License Key................................... 52

License Installation Wizard........................................................... 55

Select Template File.................................................................... 56

Request Code ............................................................................... 56

Uninstall License Wizard............................................................... 57

Output File..................................................................................... 58

Key Program..................................................................................... 60

Reinstalling a License Key ............................................................ 62

Repairing a Software License Key ............................................... 63

Creating a License Backup File .................................................... 64

11 Installation of an Evaluation License ................................ 67

12 Upgrade Software Installations ......................................... 69

Before You Begin an Upgrade ...................................................... 69

Upgrading EZChrom Elite Workstations ..................................... 70

Upgrading EZChrom Elite Client/Server Installations.............. 70

Upgrading an Existing Software License.................................... 71

13 Enterprise Setup – Activating AFS .................................... 75

Enterprise Service Account Password........................................ 77

EZChrom Elite Installation Guide v

 DCOM Server Settings Options .................................................... 78

14 Hardware Installation ..........................................................81

SS420X A/D Interface Installation .............................................. 81

GPIB Board Installation ................................................................. 81

CIO/DIO ............................................................................................ 81

15 Network Printers ..................................................................83

16 Setting up E-mail Notification ............................................83

Step 1: Configuring Mail Services ............................................ 83

Step 2: Setting up E-Mail Notifications................................... 86

vi EZChrom Elite Installation Guide

1 Using This Guide
Introduction
This Installation Guide provides details on how to install the
Agilent EZChrom Elite data system for Workstation and
client/server environments.

Who Should Read This Guide?

This document is designed for the system administrator
who will install the Agilent EZChrom Elite data system.

Documentation Conventions
The following conventions are used in this guide.
Convention Description
Bold Database names, table names, column
names, menus, commands, dialog box
options, and text that must be typed
exactly as shown.
Italic Placeholders for information you must
provide. For example, if you are instructed
to type ServerName, then you must type
the actual name of the server instead of
the italicized term.
Monospace Programming code samples and display
text.
ALL CAPITALS The keys you press on the keyboard. If
combined with a plus sign (+), press and
hold the first key while you press the
remaining key(s). For example, press
SHIFT+TAB.

Using This Guide 7

8 Using This Guide
2 Installation
This document is designed to step you through the
installation procedure as quickly as possible. After you
install the hardware as described in this chapter, you will be
ready to install the EZChrom Elite software. You must then
configure the data acquisition hardware and the
instruments installed (detectors, external events) in order
to use the data system for data acquisition. Follow the steps
provided to install the software in a Workstation
environment or Client/Server environment.

Definitions
Enterprise Path
The Enterprise Path is a shared folder that is used to store
all of the files (methods, data, sequences, configurations,
settings, etc.) used by the software.

The following definitions apply only to Client /Server

installations of EZChrom Elite.

Enterprise File Server

The Enterprise File Server is a PC on the network that is
used to store all of the files (methods, data, sequences,
configurations, settings, etc.) used by the software. These
files are stored in a shared folder on this PC known as the
Enterprise Path.

Enterprise Machine
The Enterprise Machine is a PC on the network that is used
to perform overall data system management tasks such as
logins to the data system and file access.

EZServers
An EZServer is a PC that is used to provide control and data
acquisition to one or more LC or GC systems. In general,
users do not interact directly with the software on

Installation 9
 EZServers. Rather, Client PCs are used to connect to
EZServers and provide user control.

Agilent Instrument Controller (AIC)

The AIC is an instrument control and data acquisition
network appliance. It performs all the functions of the older
EZServer, without the limitations and validation issues
inherent in using a standard PC.

Client PCs
Client PCs provide the user interface and interactive
environment for users of the data system. Client PCs are
used to set up runs, monitor instrument activity, review
data and perform other interactive tasks.

The following definitions apply only to installations using

Advanced File Security.

Enterprise Service Account

This special domain user account is used internally by the
data system to access the Enterprise. This account should
not be the account of a normal domain user. Because of the
nature of its usage, if at all possible, this account should be
given a secure password with no expiration date.

Enterprise Service Group

When Advanced File Security is activated, members of this
group will have complete access to the Enterprise Path. This
group should contain the Enterprise Service Account, as
well as any other accounts that will be permitted full access
to the files in the Enterprise Path. This may include
accounts such as domain administrators, accounts used by
network back systems, and so on. It should not contain the
accounts of normal data system users.

10 Installation
 Installation Notes
• Microsoft .NET version 2.0 must be installed prior to
installation of the EZChrom Elite software. To
install .NET 2.0, run the executable program located
on the Elite installation CD, in the Updates\Net 2.0
folder.
• Certain memory leaks are a known issue with
Microsoft XP SP2. For an available patch and
workaround, see the following Microsoft website
article:
http://support.microsoft.com/default.aspx?scid=kb;
en-us;319740.
• Make sure the Enterprise Machine is rebooted either
before or immediately after EnterpriseSetup.exe is
run to enable the Advanced File Security.
Otherwise, the postings to the Instrument Activity
log will be interrupted.
• Do not install EZChrom Elite in the \Program Files
folder. If it is installed there, only a system
administrator will be able to start EZChrom Elite.

Installation 11
12 Installation
3 Before You Begin a New Installation
To simplify installation of the data system software, it is
helpful to decide on some configuration options before you
begin the actual software installation.
Please review the points below and fill in your choices on
the Setup Checklist included in the Workstation or Client/
Server Installation sections. If you need more information,
please refer to the “Definitions” section of this manual.

Note: For installations NOT using AFS, because Windows XP

assigns user rights differently than earlier operating
systems, please ensure that all Elite users have been
granted 'Full Control' Security Permissions in the Enterprise
path.

! Review the Hardware and Software Requirements

For ANY new installation, you must make sure your
computer meets ALL of the requirements for this version.
Please see the EZChrom Elite Hardware and Software
Requirements document for details.

• Decide if Advanced File Security Will be Used

Advanced File Security (AFS) is a feature wherein the data
system software modifies the Active Directory permissions
on the Enterprise so that only members of a special domain
users group can access the files. While Advanced File
Security greatly increases the level of security for your data,
it also imposes restrictions on access to the files within as
well as outside of the data system. Once AFS has been
implemented for an Enterprise, it cannot be turned off.
For more information about the requirements and issues
related to AFS, please review the Advanced File Security
topic in the EZChrom Elite Installation Guide or in the
online help.

Before You Begin a New Installation 13

 Note: Although it is easiest to activate Advanced File Security at
the time of software installation, an Enterprise may be
converted to Advanced File security at any time, by running
the EnterpriseSetup Utility.

! Decide Where the Enterprise Path Will Be

The Enterprise Path is the location used to store all files
related to the data system software, including data,
methods, sequences, configurations, and so on.
The Enterprise path must always be accessible to all PCs
running the data system.
In a Client/Server environment, the Enterprise Path must be
a shared folder on a Microsoft Network. Typically, it is
located on a Windows Active Directory File Server.
For Workstation installations, the Enterprise Path may be a
shared network folder or a folder on the local PC.

! Decide Which PC will be the Enterprise Machine

In a client/server installation, the Enterprise Machine is
used to perform tasks such as managing logins and user
permissions.
The Enterprise Machine must always be accessible to all PCs
running the data system.
The Enterprise Machine can be an EZServer, a separate PC
or even the Enterprise File Server (though many
organizations have limitations on the software that may be
installed and run on File Servers).
For Workstation installations, there is no Enterprise
Machine.

! Review the Requirements for the Enterprise File Server and the
Enterprise Machine
Refer to the EZChrom Elite Hardware and Software
Requirements document to confirm that the Enterprise File
Server and the Enterprise Machine meet the system
requirements.

14 Before You Begin a New Installation

 ! Decide How User Logins will be Managed
The data system software can be configured to work in one
of three ways:
• With user lists obtained from a Windows Active
Directory domain.
• With user lists created internally with the data
system software
• With logins disabled
For both simplicity and security, it is strongly recommended
to use Windows Active Directory domain users.

! Create the Domain Groups and Users Used by the Data System
If you will be using Windows Active Directory domain user
lists, this task must be performed by your domain
administrator.
If you will not be running with domain user lists, you may
skip these steps.

Note: When defining domain groups for use with the data system,
please be sure the groups are Domain Global groups and not
Domain Local groups.

! Create a Data System Users Group

This group should contain the accounts of all of the users of
the data system.

! Create an Enterprise Service Account

This account will be used internally by the data system to
access the Enterprise. This account should not be the
account of a normal domain user. If at all possible, this
account should be given a secure password with no
expiration date.

! Create an Enterprise Service Group

This group should contain the Enterprise Service Account,
as well as any other accounts that will be permitted full
access to the files in the Enterprise Path. This may include
accounts such as domain administrators, accounts used by

Before You Begin a New Installation 15

 network back systems, and so on. It should not contain the
accounts of normal data system users.
When Advanced File Security is activated, only members of
this group will have complete access to the Enterprise Path.

! Install Required Hardware

Make sure all hardware devices, including any A/D boards,
cables, GPIB boards, etc. that may be required for your
system are installed. You should also connect instrument
detectors and communication cables that may be required
for control of your instruments. See the Hardware
Installation section for details on installation of supported
acquisition hardware, or documentation provided with your
instrument.

4 Instrument Folders
When you install the software, instrument subfolders will be
created. These folders are used to provide a temporary
location for the data file during C/S connection. These
subfolders will be named: instrument.10XYZ, where 10XYZ
is the instrument ID.
In a new installation, these instrument folders will normally
be created in C:\Documents and Settings\All
Users\Application Data\ChromatographySystem\Recovery
Data. The folders will be used to store temporary files.

16 Before You Begin a New Installation

5 Advanced File Security
Advanced File Security (AFS) is an Enterprise security
model that further protects files from unauthorized access.
AFS replaces the security system used in versions prior to
version 3.1 of EZChrom Elite with a model that is more
tightly integrated with Windows Active Directory security.
AFS is activated by running the EnterpriseSetup.exe utility
as part of the software installation. This utility modifies the
NTFS permissions on the entire EZChrom Elite Enterprise
so that only members of a special domain users group have
access to the files, and once AFS has been activated, it
cannot be turned off. See the “Enterprise Setup” section for
details on running this utility.
The Network Administrator must create a domain users
group and a domain user account to be used by AFS for this
purpose. This special user account will be used internally by
EZChrom Elite to access files in the protected Enterprise.
The following diagram shows the Enterprise folder structure
under the EZChrom Elite security scheme.

Advanced File Security 17

 Common Folder
To facilitate legitimate transfers and sharing of files
between projects, a Common folder is under the Enterprise
path. All logged in users with proper credentials will have
access to this folder. While running an instrument, a logged
in user with the proper credentials will have equal access to
the Common folder and the logged in project.
The ability to access the Common folder feature will be
controlled by the EZChrom Elite System Administrator

18 Advanced File Security

 through a permission, which can be granted on a user-by-
user basis, to access the Common directory.

AFS Requirements
• All PCs used with EZChrom Elite AFS must be
members of a Windows Active Directory domain.

AFS Notes
• The file security model used prior to EZChrom Elite
3.1 has been discontinued and replaced by AFS. The
old security model is no longer available.
• If you are running with the old file security model,
you must run the EnterpriseSetup utility to activate
AFS. If you do not, project permissions assigned
within EZChrom Elite (using the System
Administration Wizard) will still apply to users
logging into the data system. However, the
Enterprise will not be secured to prevent access by
users running programs outside of EZChrom Elite.
• Once AFS has been activated for an Enterprise, it
cannot be turned off.
• Enterprise files may only be archived and managed
by logging in to the domain as a member of the
Enterprise Service Group.
• Once AFS has been activated for an Enterprise, any
third party User Programs will only get access to a
copy of the data file during analysis. The original
file is kept securely in the Enterprise path and is
not accessible to external programs.

Advanced File Security 19

20 Advanced File Security
6 Workstation Installation
Setup Worksheet
This worksheet is designed to guide you through the
steps required to perform a new installation for a
Workstation installation of the data system software.
For each step below, please refer to the corresponding
section in this chapter for details on the process.
For easier reference, during the course of the
installation, please fill in the following fields as they
become available:
Enterprise Path: ___________________________
Enterprise Machine: ___________________________
Please perform the following steps in this order:

" Perform the preliminary tasks outlined in the

section entitled Before You Begin
" Step 1: Setup the Enterprise Path
" Step 2: Setup the Data System PC
" Step 3: Install the Software Licenses
" Step 4: Activate Advanced File Security, if
desired
" Step 5: Configure the Enterprise
" Step 6: Configure Interfaces
" Step 7: Configure Instruments
" Step 8: What to Do Next

Workstation Installation 21
 Workstation Step 1: Setup the Enterprise Path
The files used by the data system software (methods, data,
sequences, configurations, settings, etc.) are stored in a
folder on the PC known as the Enterprise Path.
1. Create a folder on the data system PC to be the
Enterprise Path.
2. File permissions on this folder should be set to “Full
Control” for the Data System Users Group
3. Enter the folder name in the space provided for the
Enterprise Path in the Setup Worksheet.

Note: When Advanced File Security is activated, (see below), the

permissions on the Enterprise folder will be modified to
restrict access to its contents.

Workstation Step 2: Setup the Data System PC

1. Confirm that the EZServer PC is a member of your
Windows Active Directory domain and has TCP/IP
installed.
2. Confirm that the Enterprise Service Group is a
member of the Local Administrators group of the
EZServer PC.
3. Confirm that the Enterprise Service Group and the
Data System Users Group have been granted the
Windows Active Directory permissions called “Log on
Locally” and “Act as Part of the Operating System”.
4. Login into the PC using the name and password of
with an account that has local administration rights.
5. Install the data system software by inserting the data
system software CD and following the instructions
displayed. The installation menu should start
automatically. If the installation menu does not open,
browse the CD and run CDInstaller.exe.
During installation, leave the name of the Enterprise
Machine blank and enter the folder name of the

22 Workstation Installation
 Enterprise Path from the Setup Worksheet. Reboot
the computer when prompted.
6. Install any optional control software you might have
purchased after you install the EZChrom Elite
software. To install the optional software, insert the
Options CD provided. The installation menu should
start automatically. If the installation menu does not
open, browse the CD and run CDInstaller.exe. Be
sure to follow the installation instructions provided
on the Options CD for the particular software you are
installing.
7. Reboot the computer.

Workstation Step 3: Install the Software Licenses

In order to control instruments and perform data
acquisition, a hardware license key must be physically
installed, or a software license key must be installed in the
Enterprise Path.

Installation of a Hardware License Key

If you have a USB license key, simply plug the key into the
appropriate slot. It is not necessary to run any additional
programs to install the key. For Client/Server installations,
the license key must be installed on the Enterprise Machine.

Note: Do not connect the USB License Key until the EZChrom Elite
software has been completely installed. Otherwise, incorrect
USB drivers may be loaded and your license will not
function.

If you are using a software-based license key, refer to the

“Installing a Software-based License Key” section and follow
the instructions for installing the license key.

Workstation Step 4: Activating Advanced File Security

If you decide not to activate Advanced File Security, you
may skip this step.

Workstation Installation 23
 When Advanced File Security (AFS) is activated, the
Windows Active Directory permissions on the entire
Enterprise Path are modified so that only members of a
special domain users group have access to the files.

Note: Once you have enabled the advanced file security by setting
an Enterprise Service Account, the change will be
permanent. All dialogs for file opening, saving, etc. will
reflect this change and will limit access to Enterprise
locations only. In addition, file permissions for the
Enterprise will be modified so that no users other than
members for the Enterprise Service Group will have access
to the contents of the Enterprise outside of the data system
software.

1. Reboot the PC and log in using the name and

password of an account with administration rights.
2. Copy the program EnterpriseSetup.exe from the
\Elite\Enterprise Setup folder of the Software
Installation CD into the data system installation
folder, and run it.
3. When the program starts, log in using the name and
password of an account with administration rights.
4. The Enterprise Service Account Dialog will be
displayed. Make the following entries:
• Enter the name and password of the Enterprise
Service Account.
• Enter the domain to which the Enterprise Service
Account belongs.
• Enter the name of the Enterprise Service Group.

24 Workstation Installation
 5. After the entries have been made, click OK.
6. Delete the EnterpriseSetup.exe file from the data
system installation directory.
After running EnterpriseSetup.exe, the directory structure
for the enterprise will be established. The NTFS rights will
be set so that users other than the members of the
Enterprise Service Group cannot view the project
directories from Windows Explorer. These users will be
able to access the projects and files from the data system
software if they are given those rights inside the data
system software.

Note: For additional information about the purpose and options of

the EnterpriseSetup program, please refer to the ”Enterprise
Setup – Activating AFS” section.

Workstation Installation 25
 Workstation Step 5: Configure the Enterprise
1. Run the data system software by selecting the
EZChrom Elite item from the Start>All
Programs>Chromatgraphy menu.
2. Select Tools followed by Options.
3. Click the Enterprise tab.
4. Select Stand-alone in the Instrument control mode
group box.

26 Workstation Installation
 5. If you will be requiring users to log in to the data
system, check Enable instrument login and project
management.
6. If you are enabling logins, select the source of the user
lists. To use Windows Active Directory domain based
user lists, select Domain controller and specify the
name(s) of your domain(s).
7. Click OK and exit the data system software.

Workstation Step 6: Configure Interfaces

Interfaces are special boards and devices used to
communicate with your chromatographic hardware.
Interfaces include the following:
• SS420x A/D Acquisition Boxes
If you have any of these devices, you must specify to the
software how they are connected to the PC.
For each interface device, perform the following steps on
the PC to which the device is attached:
1. Run the data system software by selecting the
EZChrom Elite item from the Start>All
Programs>Chromatgraphy menu.
2. Select Tools followed by Interface Configuration.
3. For each interface device attached to the computer,
double click on the icon. Please refer to the on-line
help or the appropriate section of the documentation
provided for details on completing the interface
configuration of each device.

Workstation Step 7: Configure Instruments

Before the software can control and acquire data from
instruments, you must supply the software with details
about the components comprising the hardware and how
the hardware will communicate with the PC. This
information is known as configuration.
For each instrument connected to the PC, perform the
following steps:

Workstation Installation 27
 1. Run the data system software by selecting the
EZChrom Elite item from the Start>All
Programs>Chromatgraphy menu.
2. From the File menu, click New followed by Instrument.
A new icon will appear in the right pane of the main
window with the title highlighted for editing. Type a
descriptive name of the instrument.
3. Do a right mouse click on the instrument you want to
configure, and then click Configure followed by
Instrument.

4. Fill in the fields in the dialog box that appears:

Instrument Name
This is the descriptive name of the
instrument. It appears next to the icon on the
main Enterprise screen of the software.
Instrument Type
Select the type of instrument from the list
Server
This field is disabled for non client/server
installations and should be left blank.
5. Click the Configure button. This will display a dialog
box allowing you to perform model-specific

28 Workstation Installation
 configuration of the instrument. Please refer to the on-
line help or documentation provided for details on
completing the configuration of the specific instrument.

Workstation Step 8: What to Do Next

The basic installation of the data system software is
complete.
At this point, you should proceed with the following tasks to
prepare your data system for operation by your end users:
• Define Projects
• Setup User Permissions
Please refer to the appropriate sections of the online help or
Reverence Guide for details on performing these tasks.

Note: In order for EZChrom Elite to function as a stand-alone

Workstation, the user must be logged in as a local
administrator.

Workstation Installation 29
30 Workstation Installation
7 Client/Server Installation
Setup Worksheet
This worksheet is designed to guide you through the
steps required to perform a new installation of the
Client/Server version of the data system software. For
each step below, please refer to the corresponding
section in this chapter for details on the process.
For easier reference, during the course of the
installation, please fill in the following fields as they
become available:
Enterprise Path: ___________________________
Enterprise Machine: ___________________________
Please perform the following steps in this order:
" Perform the preliminary tasks outlined in the
section entitled Before You Begin
" Step 1: Setup the Enterprise Path
" Step 2: Setup the Enterprise Machine
" Step 3: Setup the Agilent Instrument Controllers
" Step 4: Setup any Data Acquisition PCs
(EZServers)
" Step 5: Setup the Client PCs
" Step 6: Install the Software Licenses
" Step 7: Activate Advanced File Security, if
desired
" Step 8: Configure the Enterprise
" Step 9: Configure Interfaces
" Step 10: Configure Instruments
" Step 11: What to Do Next

Client/Server Installation 31
 The following steps describe how to install EZChrom Elite
in a Client/Server environment.

Client/Server Step 1: Setup the Enterprise Path

The Enterprise File Server is a PC on the network that is
used to store all of the files (methods, data, sequences,
configurations, settings, etc.) used by the software. These
files are stored in a shared folder on this computer known
as the Enterprise Path.
In a client/server environment, the Enterprise Path typically
resides on a file server in the Windows Active Directory
domain.
1. Create a folder on the Enterprise File Server
machine to be the Enterprise Path.
2. File permissions on this folder should be set to “Full
Control” for the Data System Users Group
3. Share this folder, giving “Full Control” to Everyone
for the Share.
4. Enter the share name in the space provided for the
Enterprise Path in the Setup Worksheet. Note that
the Enterprise Path must be in UNC format (i.e.
\\ComputerName\ShareName )
5. Confirm that the Enterprise Service Group and the
Data System Users Group have been granted the
Windows Active Directory permission called Access
this Computer from the Network.

Note: When Advanced File Security is activated, the permissions

on the Enterprise folder will be modified to restrict access to
its contents.

Client/Server Step 2: Setup the Enterprise Machine

1. Confirm that the Enterprise Service Group and the
Data System Users Group have been granted the
Windows Active Directory permission called "Log on
Locally". The Enterprise Service Account/Group
needs the "Access this computer from the network"

32 Client/Server Installation
 privilege on the machine containing the Enterprise
Path.
2. Login into the Enterprise Machine using the name
and password of any account that has local
administration privileges. In a mixed NT and Active
Directory network environment, the Enterprise
Machine user must be an Active Directory user.
3. Install the data system software by inserting the
data system software CD and following the
directions presented. The installation menu should
start automatically. If the installation menu does
not open, browse the CD and run CDInstaller.exe.
During installation, leave the field labeled
Enterprise Machine blank, and specify the share
name from the Setup Worksheet as the Enterprise
Path. Reboot the computer when instructed.
4. Install any optional software you might have
purchased after you install the EZChrom Elite
software. To install the optional software, insert the
Options CD provided. The installation menu should
start automatically. If the installation menu does
not open, browse the CD and run CDInstaller.exe.
Be sure to follow the installation instructions
provided on the Options CD for the particular
software you are installing.
5. Reboot the computer after the installation of the
data system software and login using the name and
password of an account with local administration
privileges.
6. Run the data system software by selecting the
EZChrom Elite item from the Start>All
Programs>Chromatgraphy menu. This will create
the necessary folder structure in the Enterprise
path, as required by the data system. (Running
Key.exe will also do this.) When the main screen
appears, select the File > Exit menu item.
7. Run the program DCOMServerSettings.exe, which is
found in the main data system installation folder.
Make the following entries:

Client/Server Installation 33
 • Select Auto Logon for the Run As selection
• Enter the name and password of an account that
has local Administrative privileges.
• After the entries have been made, click the Set
button.

Note: For additional information about the purpose and options of

the DCOMServerSettings program, please refer to
the”DCOM Server Settings Options” section.

7. Reboot the computer.

Client/Server Step 3: Setup the Instrument Controllers

The Agilent Instrument Controller (AIC) network appliances
must be installed and configured according before you
continue.
1. Please refer to the Agilent EZChrom Elite
Instrument Controller Installation and
Configuration Guide included with the device for
details on setting up these devices. This manual is
also provided as a PDF file in the

34 Client/Server Installation
 \\Manual\Optional Software Manuals\ folder of the
EZChrom Elite software distribution CD.
2. Confirm that the Enterprise Service Group has been
granted the Windows Active Directory permissions
called “Log on Locally” and “Act as Part of the
Operating System”.

Client/Server Step 4: Setup the EZServers

EZServers are PC’s that are used to provide control and
data acquisition to one or more LC or GC systems. In
general, users do not interact directly with the software on
EZServers. Rather, Client PCs are used to connect to
EZServers and provide user control.
Once configured, EZServers may be run without a monitor,
keyboard or mouse attached. If you do not have any
EZServers, skip this step.
For each EZServer PC perform the following steps:
1. Confirm that the EZServer PC is a member of your
Windows Active Directory domain and has TCP/IP
installed.
2. Confirm that the Enterprise Service Group has been
granted the Windows Active Directory permissions
called “Log on Locally” and “Act as Part of the
Operating System”.
3. Login into the EZServer using the name and password
of an account with local administration rights.
4. Install the data system software by inserting the
software CD and following the instructions. During
installation, enter the name of the Enterprise Machine
and the share name of the Enterprise Path from the
Setup Worksheet. Reboot the computer when
prompted.
5. Install any optional software you might have
purchased after you install the EZChrom Elite
software. To install the optional software, insert the
Options CD provided. The installation menu should

Client/Server Installation 35
 start automatically. If the installation menu does
not open, browse the CD and run CDInstaller.exe.
Be sure to follow the installation instructions
provided on the Options CD for the particular
software you are installing.
6. Reboot the computer after the installation of the data
system software and login using the name and
password of a local administration account.

Note: Though it is not the preferred configuration, EZServers can

be installed for use as both a server and a client
workstation.

7. Run the program DCOMServerSettings.exe, which is

found in the main data system installation folder.
If the EZServer will be dedicated to data acquisition,
make the following entries:
• Select Auto Logon for the Run As selection
• Enter the name and password of an account
that has local Administrative privileges
If the EZServer will function as both a data
acquisition station and a client PC, make the
following entries:
• Select Interactive User for the Run As selection
• After the entries have been made, click the Set
button.

36 Client/Server Installation
 Note: For additional information about the purpose and options of
the DCOMServerSettings program, please refer to the
“DCOM Server Settings Options” section.

8. Reboot the computer.

Client/Server Step 5: Setup the Client PCs

For each PC that will serve as a client on the Enterprise,
perform the following steps:
1. Confirm that the Enterprise Service Group and the
Data System Users Group have been granted the
Windows Active Directory permission called Log on
Locally.
2. Confirm that the Data System Users Group has been
granted the Windows Active Directory permission
called Act as Part of the Operating System.
3. Login into the Client PC using the name and password
of a user with local administrator rights.

Client/Server Installation 37
 4. Install the data system software by inserting the
software CD and following the instructions. During
installation, enter the name of the Enterprise Machine
and the share name of the Enterprise Path from the
Setup Worksheet. Reboot the computer when
prompted.
5. Install any optional software you might have
purchased after you install the EZChrom Elite
software. To install the optional software, insert the
Options CD provided. The installation menu should
start automatically. If the installation menu does
not open, browse the CD and run CDInstaller.exe.
Be sure to follow the installation instructions
provided on the Options CD for the particular
software you are installing.
6. Reboot the computer.

Client/Server Step 6: Install the Software Licenses

In order to control instruments and perform data
acquisition, a hardware license key must be physically
installed, or a software-based license key must be installed
in the Enterprise Path.
In Client/Server installations, the license key is a pool of
software licenses that must be installed in the Enterprise
Path. As clients connect to the Enterprise, the count of the
remaining available licenses is maintained by the software.

Installation of a Hardware License Key

If you have a USB license key simply plug the key into the
appropriate slot. It is not necessary to run any additional
programs to install the key. For Client/Server installations,
the license key must be installed on the Enterprise Machine.
If you are using a software-based license key, refer to the
Installing a Software-based License Key section.

Client/Server Step 7: Activating Advanced File Security

If you decide not to activate Advanced File Security, you
may skip this step.

38 Client/Server Installation
 This version of the data system software introduces a new
Enterprise security model called Advanced File Security
(AFS) to further protect files from unauthorized access. AFS
replaces the security system used in previous versions of
the software with a model that is more tightly integrated
with Windows Domain security. When AFS is activated, the
Windows Active Directory permissions on the entire
Enterprise Path are modified so that only members of a
special domain users group have access to the files.

Note: Once you have enabled the advanced file security by setting
an Enterprise Service Account, the change will be
permanent. All dialogs for file opening, saving, etc. will
reflect this change and will limit access to Enterprise
locations only. In addition, file permissions for the
Enterprise will be modified so that no users other than
members for the Enterprise Service Group will have access
to the contents of the Enterprise outside of the data system
software.

Activation of Advanced File Security may be performed

from the Enterprise Machine or any other PC with the data
system software installed.
1. Reboot the PC and log in using the name and
password of the Enterprise Service Account.
2. Copy the program EnterpriseSetup.exe from the
\\Elite\Enterprise Setup\ folder of the software
installation CD to the main data system installation
folder, and run it.
3. When the program starts, log in using the name and
password of an account that has the authority to
change the folder/file rights on the enterprise file
server.

Client/Server Installation 39
 4. The Enterprise Service Account Dialog will be
displayed. Make the following entries:
• Enter the name and password of the Enterprise
Service Account
• Enter the domain to which the Enterprise Service
Account belongs
• Enter the name of the Enterprise Service Group
5. After the entries have been made, click OK.

40 Client/Server Installation
 6. Delete the EnterpriseSetup.exe file from the data
system installation directory.
7. After running EnterpriseSetup.exe, the NTFS rights
will be set so that users other than the Enterprise
Administrator cannot view the project directories
from Windows Explorer. These users will be able to
access the projects and files from the data system
software if they are given those rights inside the
data system software.

Note: For additional information about the purpose and options of

the EnterpriseSetup program, please refer to the ”Enterprise
Setup – Activating AFS” section.

Client/Server Installation 41
 Client/Server Step 8: Configure the Enterprise
Configuration of the Enterprise may be performed from the
Enterprise Machine or any other PC with the data system
software installed.
1. Run the data system software by selecting the
EZChrom Elite item from Windows Start>All
Programs>Chromatography.
2. In the Main Menu, click Tools followed by Options.
3. Click on the Enterprise tab.
4. Select the Client/Server option in the Instrument
control mode box.

5. If you will be requiring users to log in to the data

system, check the Enable instrument login and
project management box.

42 Client/Server Installation
 6. If you are enabling logins, select the source of the
user lists. To use Windows Active Directory domain
based user lists, select Domain controller and
specify the name(s) of your domain(s).
7. Click OK and exit the data system software.

Client/Server Step 9: Configure Interfaces

Interfaces are special boards and devices used to
communicate with your chromatographic hardware.
Interfaces include the following:
• SS420x A/D Acquisition Boxes
• CIO/DIO Boards
If you have any of these devices, you must specify to the
software how they are connected to the PC.
Interface configuration must be performed directly from the
PC, server, or AIC to which the interface device is attached.
They cannot be configured from a remote computer on the
network.
For each interface device, perform the following steps on
the PC to which the device is attached:
1. Run the data system software by clicking Windows
Start>All Programs>Chromatography and then select
EZChrom Elite.
2. From the Tools menu, click Interface Configuration.
3. For each interface device attached to the computer,
double click on the icon. Please refer to the on-line
help or the appropriate section of the hard copy
instructions for details on completing the interface
configuration of each device.

Client/Server Step 10: Configure Instruments

Before the software can control and acquire data from
instruments, you must supply the software with details
about the components comprising the hardware and how
the hardware will communicate with the PC. This
information is known as configuration.

Client/Server Installation 43
 Unlike interface configuration, instrument configuration
may be performed from any PC in the Enterprise.
For each instrument, perform the following steps:
1. Run the data system software by clicking Windows
Start>All Programs>Chromatography and then
select EZChrom Elite.
2. From the File menu, click New followed by
Instrument. A new icon will appear in the right
pane of the main window with the title highlighted
for editing. Type a descriptive name of the
instrument.

Note: In a larger Enterprise, it may be convenient to organize your

instruments by location. Locations may be created within
the Enterprise hierarchy by selecting the File > New >
Location/Group menu item from the main menu.

3. Do a right mouse click on the instrument icon and

then select Configure followed by Instrument.

4. Fill in the fields in the dialog that appears:

Instrument Name
This is the descriptive name of the
instrument. It appears next to the icon on the
main Enterprise screen of the software.
Instrument Type

44 Client/Server Installation
 Select the type of instrument from the drop
down list
Server
This field must contain the UNC name of the
PC or Agilent Instrument Controller to which
the instrument is physically attached.
Clicking the button to the right of the field
will allow you to browse to the proper
location.
5. Click the Configure button. This will display a
dialog allowing you to perform model-specific
configuration of the instrument. Please refer to the
on-line help or printed documentation for details on
completing the configuration of the instrument.

Client/Server Step 11: What to Do Next

The basic installation of the data system software is
complete.
At this point, you should proceed with the following tasks to
prepare your data system for operation by your end users:
• Define Projects
• Setup User Permissions
Please refer to the appropriate sections of the instructions
for details on performing these tasks.

Client/Server Installation 45
46 Client/Server Installation
8 Installation on a Citrix Server or Windows
Terminal Server
In a client/server installation, data system clients may be
served to end users using a Citrix MetaFrame XP Server or
Windows Terminal Server. In this scenario, the client
software is installed on the Citrix Server or Windows
Terminal Server. To use the software with Citrix MetaFrame
or Windows Terminal Server, perform the following steps:
1. Confirm the hardware requirements for running the
data system software on a Citrix MetaFrame XP Server
or Windows Terminal Server. (Refer to the EZChrom
Elite Hardware and Software Requirements
document for details.)
2. Confirm that Citrix MetaFrame XP or Windows
Terminal Server has been properly installed and
configured.
3. Confirm that the Enterprise Service Group is a member
of the Local Administrators group of the Citrix Server
or Windows Terminal Server PC.
4. Confirm that the Enterprise Service Group has been
granted the Windows Active Directory permissions
called "Log on Locally" and the Data System Users
Group has been granted the "Act as Part of the
Operating System" privilege.
5. From Explorer, check that the following DLLs in the
System32 folder have Read (RX) privileges granted to
Everyone:
oleaut32.dll
odbc32.dll
odbcint.dll
6. Login into the Citrix Server or Windows Terminal
Server PC using the name and password of an account
with local administration rights.

Installation on a Citrix Server 47

 7. Use the Add/Remove programs functions to install the
data system software on the Citrix server or Windows
Terminal Server from the data system CD. Do NOT
install by running the Install option of the CD auto-run
menu. During installation, enter the name of the
Enterprise Machine and the share name of the
Enterprise Path from the Setup Worksheet.
8. Reboot the computer after the installation of the data
system software and login using the name as password
of an account with local administration rights.
9. Run the program DCOMServerSettings.exe, which is
found in the main data system installation folder. Make
the following entry:
• Select Citrix/Terminal Server for the Run As selection

10. Click the Set button.

48 Installation on a Citrix Server

 Note: For additional information about the purpose and options of
the DCOMServerSettings program, please refer to the
“DCOM Server Settings” section.

11. Reboot the computer.

12. For Windows 2000 Citrix Servers with SP4,
Run regedit on the Citrix server and go to
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet
\Control\Session Manager and add a new DWORD value
called ObjectSecurityMode. Set its value to 0. Reboot
the Citrix server.
13. After the installation is complete, you must publish the
application in the Citrix Neighborhood before Citrix
ICA clients can access the software.
For additional information on the installation and use of the
software in a Citrix MetaFrame or Windows Terminal
Server environment, please review the software release
notes and contact your local support representative.

Note: When using Citrix clients, printer name (including path)

should be no longer than 50 characters long.

If you are running Elite as a single session on Citrix, see

“Notes for Running Elite as a Single Session on Citrix”.

Notes for Running Elite as a Single Session on Citrix

When you launch EZChrom Elite and close it,
SSIPlatformNT.exe stays resident in memory. This means
that when you launch EZChrom Elite as a published Citrix
application, and then close CSMain, the Citrix client session
remains open on the Citrix Server.
If your published app is configured to restrict it to a single
session at a time, this may cause problems. If this is an
issue, there is a Citrix Knowledge Base article that
addresses this:
http://support.citrix.com/article/entry.jspa?entryID=2086
In summary, you need to add the following registry key:

Installation on a Citrix Server 49

 HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\
Citrix\wfshell\TWI
Value Name: LogoffCheckSysModules
Type: REG_SZ
String: SSIPla~1.exe,SSIPlatformNT.exe (be sure there
are no spaces after the comma)

Note: Wait about a minute after closing Elite for the session to end.

50 Installation on a Citrix Server

9 Installation Qualification
To verify that all data system files were successfully
installed, run the Installation Qualification program. This
program verifies the integrity of the software by calculating
a checksum on each of the program files and comparing
them to the known proper values. To run the Installation
Qualification program, from Windows Start select
Programs followed by Chromatography and then select
Installation Qualification (IQ).
The IQ program will generate an Installation Qualification
Report that should have the result "PASSED". If it does not
pass, you need to check that all the computer requirements
and preparations were done properly and then re-install the
data system. Do not proceed with using the system if IQ
does not pass.

10 Software License Installation

In order to run the data system software, you must install a
"software key" or "hardware license key" that enables
operation of the software on your computer. The key is your
software license. It contains your data system serial number
and determines the number of instruments and other
options that may be used with your system.
Most systems ship with a hardware license key. If you
have a USB license key, simply plug the key into the
appropriate slot. It is not necessary to run any additional
programs to install the key. If you are installing a software-
based license key, see the Installation of a Software-Based
License Key section.
If you have requested a software-based license, a license key
disk containing a file with all the purchased options (for
example, number of instruments, system suitability, PDA,
and other options) was provided with your shipment. This
disk has no copy protection and should be saved for
uninstalling and reinstalling the software.

Installation Qualification 51
 To install the license, or upgrade an existing license, you
must run the key installation wizard from the Key.exe
program. This program will be located in the program folder
following software installation. The wizard will request user
information and serial number, then will provide a Request
Code. You must contact your vendor with this number to
obtain a valid Enable Code for your system. Once this code
is entered in the Key Installation Wizard, the key
installation will be completed and your software will
become fully functional.
If you require more instruments or other options than your
license allows, contact your sales representative for upgrade
information.

Note: You must uninstall the evaluation license before installation

of your final software license.

Installing a Software-Based License Key

The data system is normally shipped with a hardware-based
license key that plugs into a USB port on the computer. If
you have requested a software-based license, you should
follow the instructions below to install it.
1. Run the Key program by clicking Windows Start>All
Programs>Chromatography and then select Key.
2. From the Key program, seect Tools followed by Install
License Options. Read the introductory screen of the
Wizard and then click Next.
3. Insert the license floppy disk and click the Browse
button to specify the path to the license. Your list of
purchased options will be displayed. Click Next.

Note: The license diskette can only be used once to install the
license key. Therefore, it is very important that you choose
to create a License Repair Disk when prompted and store it
in a secure place.

4. Enter your name and the software serial number in the

spaces provided and then click Next. (The software

52 Software License Installation

 serial number can be found on the CD envelope, or on
the CD itself.)

5. If your PC has access to the Internet, click the Online

Activation button to obtain the Enable Code for the
software and click Finish.
If your PC does not have access to the Internet, click the
Contact Info button to display other methods of obtaining
the Enable Code for the software. When the code has been
entered, click Finish.

Software License Installation 53

 Note: If you are installing an evaluation license for the software,
you may enter the evaluation code in the field labeled
Enable Code and click the Finish button. See Installation of
Evaluation License for details on using the Evaluation Code.

6. Click the Create License Backup button when

prompted and specify the floppy drive letter or folder
where you want to create the License Backup.

Note: It is very important to create a license backup. This backup

will be required if you need to re-install the license for any
reason.

Note: For additional information about the purpose and options of

the Key program, please refer to the ”Key Program” section.

54 Software License Installation

 License Installation Wizard
The License Installation Wizard is started when you execute
the Tools/Install License Options… from the Key.exe
program. This command is used to install the initial license
key as well as to update an existing key with additional
options you have purchased.

Note: You must uninstall the evaluation license before installation

of your final software license.

Software License Installation 55

 Select Template File
This step in the Wizard prompts you to locate and select
your .LKT file that describes the software and options you
have purchased for this system.

When you select the .LKT file, the license options to be

installed will be displayed in the window at the bottom of
the dialog. If these options do not match the options you
purchased, contact Agilent Technologies, Inc. immediately.

Request Code
In order to continue installation of the software licenses,
you must supply a name to be used for system registration
(Customer Name), and the serial number of your software.

56 Software License Installation

 The serial number should be located on the CD case, or on
the CD itself.

Uninstall License Wizard

To uninstall a software license, run the Key.exe program,
and select the Tools/Uninstall Licenses… command. This
will start the Uninstall License Wizard.

Software License Installation 57

 When you complete this wizard, all licenses will be removed
from your system, an .LKR file will be created for use in
reinstalling the licenses, and you will be provided with an
"Uninstall Code" which must be used to obtain a new Enable
Code for reinstalling the licenses.

Note: You must have the disk with the .lkt file on it in order to re-
install the license or move it to another location. Keep this
disk in a safe place. You should uninstall the license if you
are going to re-name your computer, then re-install after the
computer has been re-named.

Output File
In this screen, you should select the location where you
want to have the .LKR file created. In most cases, this would
be a floppy, but you can choose another location.

58 Software License Installation

 Make sure the location for creation of the .LKR file is
accessible from the computer where you intend to reinstall
the licenses.
When you click the Finish button, the licenses will be
removed from your computer, an .LKR file will be created in
the designated location, and you will receive an Uninstall
Code.

Save the information provided. It will be required to obtain

an Enable Code for reinstallation of the software licenses on
another computer.

Software License Installation 59

 Key Program
The Key program is used to display the status of the licenses
available on a software license key. Once you have your
software license key installed, you can view its options by
running the Key.exe program located in the software
program folder.
This program allows you to view your key status, and also
provides a means for creating a License Backup file.

File
Exit
Exit the key program.

View
Auto Refresh
This automatically updates the status of the network
key, and sets the number of seconds between
refresh.
Refresh
Use this to update the status of the network key.
Toolbar
This toggles the display of toolbar icons.
Status Bar
This will toggle the display of the Status line.
Key Status
This displays information about the key, including
current enterprise path and program directory.

60 Software License Installation

 Tools
Install License Options…
Use this to install license or update current license
with new options.
Uninstall Licenses
Use this to uninstall current licenses from the
current machine.
Contact Information
Displays contact information for your software.
Create License Backup File
This command creates a license repair file to be
used to recover an existing license that has been
damaged.
Repair Licenses
This command uses the License Backup file for the
current computer to restore the existing license to
its original state.

Software License Installation 61

 Reinstalling a License Key
After you have uninstalled a license key, you should have a
disk with the .LKR file created during the uninstall, and the
uninstall code provided during the uninstall process. This
uninstall code is required for you to obtain a new enable
code when you re-install the license.
To reinstall the license key after an uninstall, click Tools
followed by Install License Options from the Key.exe
program dialog box and follow the installation wizard as if
you were installing the license for the first time. However,
the enable code for a reinstallation must come from the
reinstallation web page. Select Reinstall when you go to the
main web page at //ChromatographyKey.com/scisw/.
Enter the Serial Number, the Uninstall Code provided when
you uninstalled your license, and the Request Code
provided by your installation wizard, and then click the
Submit button.

62 Software License Installation

 Copy the Enable Code into the license installation wizard
and step through the final wizard screens to complete the
key installation.

Repairing a Software License Key

Should you for some reason lose access to your software

license key, you can restore it to its original location using
your License Backup file. (See “Creating a License Backup
File”.) To repair your software license, insert the License
Repair Disk in your floppy drive, and then run the Key
program in your data system program folder.

Software License Installation 63

 Select the Tools/Repair Licenses command. The program
will restore your license to its original location. Note that
the repair licenses command will not overwrite an existing
license key.

Creating a License Backup File

Once you have installed your software license key, you

should create a License Backup File. This is highly
recommended. This will create a License Backup File on a
formatted floppy disk, on another location on your hard
drive or on the network, and contains your software license

64 Software License Installation

 information. If you need to restore your software license
because of an unexpected error in your system, this file will
recover it for you.

Note: You can only use the License Backup File to re-install your
software license to its original location. It cannot be used to
install your license to another machine or location.

The License Backup File is created by running the Key.exe

program, located in your data system program directory.
Select the /Tools/Create License Backup File command.
Enter the drive letter for the floppy drive or folder location,
or click the Browse... button to browse to a location where
you want to save the Backup File and click OK to continue.

Your software license information will be transferred to the

License Backup File.
Save this disk in a secure location, or note the location of
the Backup File should you need it to repair your software
license. If you have more than one data system, be sure to
note the correct computer name and enterprise path so you
can identify the correct license backup file if needed.

Software License Installation 65

66 Software License Installation
11 Installation of an Evaluation License
Evaluation licenses are available that enable full use of the
software and options for a limited time. These licenses are
designed to aid customers in evaluation of the software or
for demonstration of the software.

Note: Be sure to UNINSTALL the evaluation license prior to

installation of the final purchased software.

The process of installing an evaluation license is the same as

that for installing a regular license. The evaluation license
.LKT file is provided on a floppy disk. If the Evaluation
Enable Code is entered during license installation, the
software and options will be operational for a designated
period of time.
1. Run he Key program by clicking Windows Start>All
Programs>Chromatography and then select Key..
2. From the Key program, select Tools followed by Install
License Options. Read the introductory screen of the
Wizard and click Next.
3. Insert the license CD and click the Browse button to
specify the path to the license. Your list of purchased
options will be displayed. Click Next.
4. Enter your name and the software serial number in the
spaces provided and then click Next. (The software
serial number may be found on the CD envelope, or on
the CD itself.)
5. For a 7-day evaluation only, enter the enable code
when prompted. This code is good for the version you
are installing only. The evaluation code can be found
in the Release Notes.
When the code has been entered, click Finish.

Installation of an Evaluation License 67

 Note: If you are installing an evaluation license for the software,
you may enter the evaluation code in the field labeled
Enable Code and click the Finish button. The evaluation
license will grant you full access to the software for the
evaluation period. The evaluation code can only be used
once.

68 Installation of an Evaluation License

12 Upgrade Software Installations
Please review the following prior to upgrading your existing
data system installation to a new version:
• For Client / Server installations, the entire
enterprise, including all clients, EZServers, AICs
and the Enterprise Machine must be upgraded. Do
not try to work with data or communicate with
instruments until the entire Enterprise has been
upgraded to the new version.
• The upgrade process will preserve your license and
all of your instrument configurations, user and
project permissions, and other system settings.
Newer versions of are always able to read methods,
data, sequences and other files generated by older
versions of the software. Note however, that once a
file has been modified (including recalibration or
reanalysis) by a newer version, that file will no
longer be readable in an older version of the
software.
• For the above reasons, once you upgrade to a newer
version of the software, you cannot revert back to
the older version of the software and retain access
to your existing Enterprise.
• The enterprise default template folder is created
only once, when the enterprise is first set up, and
not overwritten with new versions of software. This
is to prevent over-writing templates that may have
been changed by the user. If you want to re-install
the default templates provided with a new build, the
folder will have to be updated manually.

Before You Begin an Upgrade

Before you start a software upgrade, please review the
following:

Upgrade Software Installations 69

 • Make sure your system meets the requirements for
this version. Please see the EZChrom Elite
Hardware and Software Requirements document
for details.
• Review the entire Installation Instructions
document provided to identify any specific issues
that apply to you.
• Review the Release Notes for this version of the
software to identify any specific issues that apply to
you.
• If you are upgrading from a software version prior
to 2.7, contact Agilent Technologies for additional
information before performing the upgrade.
• Backup all the files in your enterprise folder. For
Workstation systems, this is a folder inside the
installation folder for the software (“C:\EZChrom
Elite\Enterprise” by default). For client/server
systems, this is the shared Enterprise Path folder on
the Enterprise File Server.

Upgrading EZChrom Elite Workstations

1. First, uninstall your existing EZChrom Elite
software, using Add/Remove Programs in the
Windows Control Panel.
2. Then, proceed to the “Workstation Step 2 “section
and follow the procedures for a new installation of
the data system. Make sure you specify the same
Enterprise path that you used before.

Upgrading EZChrom Elite Client/Server Installations

When upgrading a client/server enterprise, every Client PC,
AIC, EZServer and The Enterprise Machine must be
upgraded before attempting to work with data or
communicate with instruments.

70 Upgrade Software Installations

 Upgrade Procedure for Client PCs, EZServers and the
Enterprise Machine
1. First, uninstall your existing EZChrom Elite
software, using Add/Remove Programs in the
Windows Control Panel.
2. Then, proceed to the “Client/Server Step 2” section
and follow the procedures for a new installation of
the data system. Make sure you select the same
Enterprise path as you used before.
Upgrade Procedure for AICs

Refer to the Agilent EZChrom Elite Instrument

Controller Installation and Configuration Guide
provided for details on how to upgrade the Agilent
Instrument Controllers.

Upgrading an Existing Software License

If you are updating your software from a previous version,
or if you are adding instruments or options to your existing
software, you will have to update your software license key.
To install new software options after you have installed
your software license key, you must run the license wizard
again. This will upgrade your license for the options you
have purchased. Run the Key.exe program from the data
system program directory. Select the Tools>Install License
Options… command.

Upgrade Software Installations 71

 The license wizard will recognize your existing software key
and start the upgrade wizard. The upgrade license key is
provided on a CD.

72 Upgrade Software Installations

 Follow the instructions to upgrade your license. This is
similar to the initial installation of your license. You will
need to obtain an Enable Code from Agilent Technologies in
order to complete the upgrade of your license.

Upgrade Software Installations 73

74 Upgrade Software Installations
13 Enterprise Setup – Activating AFS
When working in a multi-user environment, the enterprise
can be set up so that only qualified users of the data system
have access to data system files (methods, sequences, data
files, etc.) This is accomplished by running the
EnterpriseSetup.exe program. Once AFS has been
activated, it cannot be turned off. To prepare to run the
utility, copy the EnterpriseSetup.exe program from the
\Elite\Enterprise Setup folder of the Software Distribution
CD to your Elite installation folder.

Note: Make sure the Enterprise Machine is rebooted either before

or immediately after EnterpriseSetup.exe is run to enable
the Advanced File Security. Otherwise, the postings to the
Instrument Activity log will be interrupted.

Preparing to Run Enterprise Setup

Prior to running this program, your network
administrator should create a group that contains a
special service account (called the Enterprise
Service Account), and the account used for
automated data backups on the network, if any.
Your normal data system users should not be
members of this group. Only members of this group
will have access to the Enterprise when outside of
the data system. The Enterprise Service Account
will be used internally by the software to access the
data system files in the protected Enterprise.
When you run this program for the first time, you
will be asked to log in with the credentials of a user
who has the rights to modify permissions on the
Enterprise path.

Enterprise Setup – Activating AFS 75

 Enter the name and password of the Enterprise
Service Account. Next, you will be presented with
an Enterprise Service Account dialog. In this dialog,
re-enter Enterprise Service Account name and
password, then confirm the password and enter the
domain and group of this account.

76 Enterprise Setup – Activating AFS

 Note: Once you have enabled the advanced file security by setting
an Enterprise Service Account, the change will be
permanent. All dialogs for file opening, saving, etc. will
reflect this change and will limit access to Enterprise
locations only. In addition, file permissions for the
Enterprise will be modified so that no users other than
members of the Enterprise Service Group will have access
to the contents of the Enterprise outside of the data system.

Enterprise Service Account Maintenance

Once the Enterprise Service Account has been set
up, running EnterpriseSetup.exe will take you to the
Enterprise Service Account Maintenance screen.
From here you can view and update the account
password or group name.

Enterprise Service Account Password

The Enterprise Service account should be managed by
network administrators just like other service accounts on
their network. This is not an account intended for user
logons, but primarily for the data system to access the
secure file storage area. Only the system administrator
should have the password.
Use the following procedure to change enterprise service
account password:
1. Stop all running instruments in the enterprise.
2. Change the enterprise service account password.

Enterprise Setup – Activating AFS 77

 3. Run EnterpriseSetup to enter the new password.
4. Resume normal operations.
If any instruments were not stopped, the enterprise service
account password used by the running instrument will not
be updated and the enterprise service account may become
locked out.

DCOM Server Settings Options

The DCOMServerSettings program is a utility used to
designate how machines in the Enterprise log in when
rebooted. Using this program, the data system
administrator can specify the name of a service account
used internally by the software to gain access to the
Enterprise files.
This utility must be run on each machine that performs
unattended access to the Enterprise, including the
Enterprise Machine, EZServers and Agilent Instrument
Controllers. It should not be run on client PCs.
DCOMServerSettings is found in the main folder into which
the data system software was installed. When this utility is
run, the following dialog box is displayed:

78 Enterprise Setup – Activating AFS

 The following options are available for this utility:

Specific User
Select this option if you are going to use the
EZServer without a keyboard and monitor as a
dedicated data acquisition machine.

Note: When Specific User is selected, only 3 instruments can be

opened at one time. This limit is imposed by the Windows
Workstation software and its 10 simultaneous connections.

This option requires you to enter the username

and password of a domain account that can
access the Enterprise. Typically, this is the name
and password of an account that has local
Administrative privileges. The software uses the
specified account “in the background" to run the
application
The Enterprise Machine will use this account to
authenticate users to the domain controller.
EZServers and Agilent Instrument Controllers
will use this account to access the Enterprise.

Interactive User
Select this option if you are going to use the
EZServer with a keyboard, mouse, and monitor to
serve as both a data acquisition server and as a
client workstation. A user will have to log-in to
use the software.

Auto Logon
This is the recommended option for Enterprise
Machine, EZServers and Agilent Instrument
Controllers (AICs).
Select this option if you want Windows to
automatically log on when the machine is turned
on.

Enterprise Setup – Activating AFS 79

 Note: The Autologon user should not have a password with an
expiration, as this may cause problems with automatic login.
If the password expires, you will need to reset the password
to re-enable the Agilent Instrument Controller.

Citrix/Terminal Server
Select this option if you are going to use the
EZServer as a Citrix/Terminal Server. Click the Set
button to apply the selections.

Note: Improper use of this utility can disable access to the

Enterprise and/or prevent instrument data acquisition. Only
data system and network administrators should use this
program.

80 Enterprise Setup – Activating AFS

14 Hardware Installation
Make sure all hardware devices, including any A/D boards,
cables, GPIB boards, etc. that may be required for your
system are installed. You should also connect instrument
detectors and communication cables that may be required
for control of your instruments. See the Hardware
Installation section for details on installation of supported
acquisition hardware, or documentation provided with your
instrument.
Agilent Instrument Controllers should be installed when
instructed in the “Client/Server Installation” section. For
complete details on how to install the Agilent Instrument
Controllers, see the “Agilent EZChrom Elite Instrument
Controller Installation and Configuration Guide”

SS420X A/D Interface Installation

For details on installing and using the SS420x A/D
Interface, refer to the separate documentation and help
provided with that product.

GPIB Board Installation

If you are using a device that requires the use of a GPIB
interface, install the GPIB card in an available slot. Follow
the instructions supplied with the GPIB card for installation
of required drivers.

CIO/DIO
Install the CIO/DIO card according to the manufacturer's
instructions. The card must be configured before it can be
used. See the CIO/DIO Boards configuration section for
details.

Hardware Installation 81
82 Hardware Installation
15 Network Printers
A network printer is a printer that is set up on clients,
EZServers, and AICs through a UNC path, not a through a
local LPT port.
When the user logged into the computer is not a local
administrator and the printer is shared with only Print
permission, the software will require the user to select the
printer every time they open an instrument. This is due to
the logged user having insufficient rights to query for
information about the printer.
To solve the problem, simply set the permissions for
Everyone to Full Control rather than Print. This is done on
the sharing computer as follows: log onto each computer as
a local administrator, select the properties for the printer,
on the Security tab click Permissions, and in the
Permissions dialog change Everyone from Print rights to
Full Control rights.

Note: When running as Specific User (see DCOM Server Settings),

there is no default printer. To print during data collection,
you must 1) first log into the EZServer as the user logged as
Specific User and install the printer to be used according to
the requirements for printer installation for client/server
(see TCP/IP Printer Installation), and 2) select the printer in
the Instrument window rather than letting the software try
to use the default printer.

16 Setting up E-mail Notification

The data system software includes the ability to
automatically send e-mail notifications when system events
occur.

Step 1: Configuring Mail Services

Before any notifications can be sent, the data system
administrator must specify the Mail Server name, protocol

Setting up E-mail Notification 83

 and other information needed to send e-mail on your
system.
Note: If you are unfamiliar with the e-mail configuration of
your network, you will need to consult your network
administrator to complete this setup.
1. Start the EZChrom Elite data system.
2. Login as a user with system administration privileges.
3. Select the Tools > Options menu item and click on
the E-mail tab.

4. The data system supports two types of mail

interfaces. Select the one that your network
implements and supply the necessary parameters.

84 Setting up E-mail Notification

 SMTP
SMTP is a universal mail protocol supported by
almost all mail servers. The following fields relate to
SMTP Mailing:
Use this address in the ‘From’ field
To deter spam, some e-mail systems will not send
mail without a valid address in the ‘From’ field. If
necessary, supply the name of a valid e-mail account
on your mail server.
Mail Server Name
Enter the URL computer name of the mail server
(e.g. mail.earthlink.net). This name cannot be the
UNC or PC name used internally by your LAN
(\\MailServer).
SMTP Port
Enter the TCP port used for outgoing mail. In
general, the default (port 25) is used.
Login Authentication
To deter spam, some main servers require a login to
send mail. This is especially true if you use a mail
server on a different network (e.g. Earthlink) than
your internal LAN.
MAPI
MAPI is a popular mail system protocol used by
many corporate LANs.
Profile
MAPI requires a valid sender name before sending
an e-mail message. Enter the MAPI profile to be
used when e-mail messages are sent.
5. When the E-Mail server setting have been entered,
click the Test button. This will cause the system to
attempt to connect to the e-mail server and test the
port (for SMTP) or will check if the profile exists on
the server (for MAPI). This function will display a

Setting up E-mail Notification 85

 message box indicating the success or failure of the
connection attempt.

Step 2: Setting up E-Mail Notifications

Automatic Notifications
Automatic Notifications are e-mail messages that
are sent every time a specific event occurs.
Automatic notifications are setup by a data system
user with system administration privileges. They
can be setup for an individual instrument, for
location/groups or for the entire Enterprise.
To set up global e-mail events, from the main data
system software window, right-click on the
instrument, location/group or Enterprise icon and
select Configure E-mail or Configure > E-mail
menu item.
Fill in a row of the spreadsheet for each notification
you want to occur. Please consult the on-line help if
you need more details in setting up notifications.
Note that automatic notifications for an instrument
are inherited from the group and Enterprise of
which it is a member. For example, if you create an
automatic notification for a hardware error for the
Enterprise, that event will automatically appear in
the spreadsheet for every instrument in the
Enterprise.
Specific Notifications
Specific Notifications are one-time events that can
be setup by any user of the data system. An example
of this type of event is a notification that an
individual sequence has completed.
A user activates a Specific Notification within the
main instrument window by filling in the fields for
that event in the dialog initiating that action (for
example the Sequence Run dialog). Please consult
the on-line help if you need more details in setting
up these notifications

86 Setting up E-mail Notification