Sample Scheduler for OpenLab revision 2.3 – Site Preparation Checklist

Significance of the Topic

The preparation of a laboratory site for the installation of complex analytical software and instrumentation is foundational to ensure reliable long‐term operation. A comprehensive site checklist minimizes delays, prevents installation issues, and safeguards data integrity, operational efficiency and user safety.

Objectives and Overview of the Document

This document serves as a pre‐installation guide for Agilent’s Sample Scheduler with OpenLab CDS. It defines customer responsibilities, outlines software and hardware prerequisites, and provides a structured checklist to verify that the facility, network and personnel are ready for a timely and successful deployment.

Methodology and Instrumentation

The methodology is based on a systematic checklist approach. Key elements include:

• Computing environment and space planning for workstations, clients, AICs and servers.
• Electrical power, networking and firewall configurations.
• Software prerequisites: OpenLab CDS (2.1 SR1 or higher) or OpenLab CDS EZChrom (A.04.08 or higher).
• Database setup: Microsoft SQL Server 2008 R2 through 2017 (Express or Standard), TCP/IP enabled, port 1433 open.
• LIMS connectivity options: XML or direct SQL integration with appropriate access and folder permissions.
• Network ports for Sample Scheduler services (TCP/UDP 6572, HTTPS 7245, HTTP/HTTPS 7244/7243).
• User roles and credentials: system administrators, CDS experts, LIMS experts and PC database administrators present at installation.

Instrumentation Used

• OpenLab CDS software suite (server and client installations).
• Sample Scheduler LIMS Agent and Scheduler Agent modules.
• Microsoft SQL Server (supported versions).
• Laboratory instruments configured under OpenLab Control Panel (up to 20 per Scheduler agent).

Main Findings and Discussion

The document highlights several critical areas:

• Ensuring synchronous system clocks across all PCs to avoid scheduling conflicts.
• Allocating sufficient RAM based on the role of each PC and volume of scheduled analyses.
• Detailed port and protocol requirements to support remote service control and web interface functionality.
• Need for trusted SSL certificates to secure web connections and prevent browser warnings.
• Coordination with LIMS specialists to preconfigure data exchange workflows.

Benefits and Practical Applications

By adhering to the checklist, laboratories can achieve:

• Reduced installation time and fewer service interruptions.
• Improved software and instrument interoperability.
• Enhanced data security and network compliance.
• Streamlined training and handover procedures for end users.

Future Trends and Opportunities

Future developments may include:

• Cloud‐based scheduler services reducing on‐premises infrastructure demands.
• Enhanced LIMS integration through API‐driven data exchange.
• Automated self‐diagnostics for configuration validation prior to installation.
• Expansion of support for higher instrument counts and distributed laboratory networks.

Conclusion

Comprehensive site preparation is essential for the successful deployment of the Sample Scheduler for OpenLab. This checklist ensures that all technical, logistical and personnel requirements are met, paving the way for reliable operation and optimal utilization of analytical workflows.

Reference

No external literature references were provided in the source document.