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Molecular Devices Complete Imaging Solution IT Requirements to Set Up: MetaXpress® Software MetaXpress® PowerCore™ Software AcuityXpress™ Software MDCStore™ Data Management Solution Revision J (August 2011) This document is provided to customers who have purchased Molecular Devices, LLC (“Molecular Devices”) equipment, software, reagents, and consumables to use in the operation of such Molecular Devices equipment, software, reagents, and consumables. This document is copyright protected and any reproduction of this document, in whole or any part, is strictly prohibited, except as Molecular Devices may authorize in writing. Equipment, software, reagents, and consumables that may be described in this document are protected under one or more patents filed in the United States, Canada, and other countries. Additional patents are pending. Software that may be described in this document is furnished under a license agreement. It is against the law to copy, modify, or distribute the software on any medium, except as specifically allowed in the license agreement. Furthermore, the license agreement may prohibit the software from being disassembled, reverse engineered, or decompiled for any purpose. Portions of this document may make reference to other manufacturers and/or their products, which may contain parts whose names are registered as trademarks and/or function as trademarks of their respective owners. Any such usage is intended only to designate those manufacturers' products as supplied by Molecular Devices for incorporation into its equipment and does not imply any right and/or license to use or permit others to use such manufacturers' and/or their product names as trademarks. Molecular Devices makes no warranties or representations as to the fitness of this equipment for any particular purpose and assumes no responsibility or contingent liability, including indirect or consequential damages, for any use to which the purchaser may put the equipment described herein, or for any adverse circumstances arising therefrom. For research use only. Not for use in diagnostic procedures. The trademarks mentioned herein are the property of Molecular Devices, LLC or their respective owners. These trademarks may not be used in any type of promotion or advertising without the prior written permission of Molecular Devices, LLC. Product manufactured by Molecular Devices, LLC. 1311 Orleans Drive, Sunnyvale, California, United States of America 94089. Molecular Devices, LLC is ISO 9001 registered. © 2011 Molecular Devices, LLC. All rights reserved. PAGE 2 OF 14 IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION Contents 1.1. 1.2. 1.3. 1.4. 1.5. 1.6. 1.7. 1.8. 1.9. ABOUT THIS GUIDE .......................................................................... 3 DEFINITIONS ................................................................................... 3 TYPICAL CONFIGURATIONS FOR MULTI-USER ENVIRONMENTS ............... 4 NOTE ON THE INSTALLATION PROCESS ............................................... 5 REQUIREMENTS BEFORE THE ON-SITE INSTALLATION OF MOLECULAR DEVICES INSTRUMENTATION BY MOLECULAR DEVICES PERSONNEL........ 6 DURING ON-SITE INSTALLATION OF MOLECULAR DEVICES INSTRUMENTATION BY MOLECULAR DEVICES PERSONNEL ..................... 8 POST-INSTALLATION REQUIREMENTS ................................................. 9 Table 1: IT Network Ports and Protocols............................................. 13 Table 2: Customer Pre-Install Checklist.............................................. 14 1.1. ABOUT THIS GUIDE This guide contains critical information for Molecular Devices customers, customer service engineers, applications scientists, and others who need to properly prepare for the installation and use of software components of the Complete Imaging Solution. 1.2. DEFINITIONS The computer that is connected to the Molecular Devices imaging hardware is referred to as the instrument workstation (it is also sometimes referred to as the acquisition computer). Any computers running the MetaXpress® Software, the MetaXpress® PowerCore™ Software, or the AcuityXpress™ Software that are not connected to the Molecular Devices imaging hardware are referred to as personal workstations (they are sometimes also referred to as offline workstations). Both instrument workstations and personal workstations are considered clients of the database. The figure in section 1.3 describes the computer configuration of a multi-user environment of Molecular Devices complete imaging solution, which combines the instrument workstation (provided with the Molecular Devices imaging hardware) and multiple personal workstations and servers. Depending on the needs of your organization, Molecular Devices suggests a variety of computer configurations for multi-user environments. A typical configuration for a multi-user environment is described in the next section. Before attempting the installation of any component of the Molecular Devices Complete Solution for HCS, it is critical that the customers have been provided with an overview of the IT environment. Please have your Molecular Devices sales representatives put you in touch with an application scientist or support to schedule an overview of the document entitled Molecular Devices Complete Solution HCS IT Presentation. Go to the knowledge base on the Molecular devices support page (http://www.moleculardevices.com/support.html) or call our help line at 1-800-635-5577 (toll-free, US only) or 1-408-747-1700. IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION PAGE 3 OF 14 1.3. TYPICAL CONFIGURATIONS FOR MULTI-USER ENVIRONMENTS HCS generates vast amounts of data. Below is an example of configuration for a Core Facility lab or a medium throughput facility with 2 instruments, multiple screens per year, generating 100 GB per day, 5 days per week (~500 GB per week; ~20 to 30 TB per year) and requiring multiple databases and file storage locations. This configuration is given as an example. Your throughput might be different, and you might not be using the MetaXpress PowerCore Software technology altering your specific configuration. Note: Virtual computer configurations are not supported. PAGE 4 OF 14 IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION 1.4. NOTE ON THE INSTALLATION PROCESS The installation of the ImageXpress® instrument and the Instrument Workstation will be performed by Molecular Devices service engineers. The installation and maintenance of all software on other clients and servers, including Molecular Devices software and the database software, such as Oracle or MS SQL Server, should be performed by the customer. CAUTION: To get the best performance from Molecular Devices Complete Solution for Cellular Imaging, customers must seek professional help with installation, configuration, and optimization of database server and client products. In particular, a database administrator with the proper expertise must configure and optimize, or tune, your database for your facility. If you do not have a database administrator, contact Molecular Devices for a list of consultants. The instructions provided with Molecular Devices documentation for Oracle database and Microsoft SQL are offered for guidance only as Oracle and Microsoft SQL are not products of Molecular Devices. For more information about database installation, security, operation, and optimization, contact the appropriate software vendor. IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION PAGE 5 OF 14 1.5. REQUIREMENTS BEFORE THE ONSITE INSTALLATION OF MOLECULAR DEVICES INSTRUMENTATION BY MOLECULAR DEVICES PERSONNEL 1. The customer is responsible for purchasing and pre-installing all necessary software licenses for database client personal workstations. Computers, operating systems and database server software used to run the Molecular Devices Complete Solution should at least meet the minimum specifications outlined in the document entitled Molecular Devices Complete Solution HCS Computer Specifications available on Molecular Devices website or through your Molecular Devices Technical Support. 2. Installation of Molecular Devices software and software updates will require administrator privileges on all applicable computers. 3. If the customer elects to install Molecular Devices software with connection to an existing MDCStore database on a remote server the customer must pre-install that server and open the firewall ports per Molecular Devices requirements (see Table 1: IT Network Ports and Protocols), to ensure proper communication with the instrument workstation. 4. The network connection between the instrument workstation and an existing customer database server or file server requires that all firewalls and routers be configured to allow data transfer between all of the applicable computers. Default ports for the database and file server manager are listed in Table 1: IT Network Ports and Protocols. 5. The customer must assign a routable IP address and DNS resolvable name path for the database and file server. 6. The customer will have the option of configuring connections by computer name (preferred) or IP address. If the customer elects to use IP addresses, it is recommended that they be static. If DHCP is required to be enabled, then a constant IP address must be assigned to each database and file server. 7. If configuring connections by computer name, first verify that you can ping the database and file server computers from the location where the instrument workstation will be installed, using the computer names. Note: Changing the computer name after establishing connections will cause errors, and information will need to be updated in the database. 8. The customer will be responsible for installation and maintenance of database software, such as Oracle or MS SQL Server, on their database server. PAGE 6 OF 14 IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION 9. The database software employed, such as Oracle or MS SQL Server, must be of a version compatible with the MetaXpress Software, the MetaXpress PowerCore Software, or AcuityXpress Software as outlined in the document entitled Molecular Devices Complete Solution HCS Computer Specifications available on Molecular Devices website or through your Molecular Devices Technical Support. 10. Both the database server software as well as the operating system should be installed with U.S. English as the language setting. MDCStore database will not work with other language settings. 11. For optimum performance the computer hosting the MDCStore database should be dedicated to the Molecular Devices application. 12. To install MDCStore on a database server will require the use of the “sa” (MS SQL Server) or “system” (Oracle) user login. After the MDCStore database schema is installed, Molecular Devices strongly recommends to create an MDCStore Lab Head account with administrative privileges and remove “sa” or “system” accounts from the MDCStore user list. Details of this procedure are described in the “Managing User Accounts and Groups” chapter of the MDCStoreTools Data Management Utility User Guide. The script needed for the MDCStore database installation is available on the installation CD or from the knowledge base on the Molecular Devices support site at www.moleculardevices.com/support.html. 13. If the customer elects to use an Oracle database, the appropriate client software should be pre-installed and tested on each of the applicable computers. A license for the database software should be purchased from the manufacturer prior to installation of MetaXpress Software or AcuityXpress Software, and should be available for installation on the instrument workstation at the time of system installation. Instrument workstations supplied by Molecular Devices include a single license of the MS SQL Server client. 14. The customer should establish ODBC system data source connections to the MDCStore database on all applicable computers. 15. Instrument workstations supplied by Molecular Devices are equipped with gigabit Ethernet cards. In order to ensure the full capability of data transfer, we highly recommend gigabit-capable firewalls, routers, and cabling (cat 6) for use with all applicable computers. Unreliable, nondedicated networks and communication across sub-networks will greatly affect the performance of data transfer. Consult with our support team to determine the optimal set-up for your infrastructure 16. The customer is responsible for account management and user access control between the instrument workstation and any database or file server computers. IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION PAGE 7 OF 14 1.6. DURING ON-SITE INSTALLATION OF MOLECULAR DEVICES INSTRUMENTATION BY MOLECULAR DEVICES PERSONNEL 1. At the time of system installation, the customer is required to supply Molecular Devices with the information requested in Table 2: Customer Pre-Install Checklist, to ensure the proper communication with the database server. 2. The customer must ensure that persons who will be responsible for database or file server installation and maintenance will be available at the time of system install and during scheduled training sessions. 3. Some IT departments require that computer names conform to corporate standards. If the name of the instrument workstation must be changed, for any reason, it should be changed during system installation. This will allow the on-site Molecular Devices representative to properly configure computer connections with the new computer name. IMPORTANT: If the computer name is changed, the customer risks loss of database connectivity, data corruption, and data loss. 4. The customer is responsible for purchasing and pre-installing all necessary software licenses for database client personal workstations. For minimum and recommended personal workstation specifications, please refer to the document entitled Molecular Devices Complete Solution HCS Computer Specifications available on Molecular Devices website or through your Molecular Devices Technical Support. 5. The instrument workstation provided by Molecular Devices is supplied with licenses for several different software applications (for example, Windows 7 OS, MS Excel, MS SQL Server, and so on). During on-site installation, installation disks and license documentation for these software applications will be handed over to the customer. It is the responsibility of the customer to keep all of these supplied items in a safe place, and to make them available to Molecular Devices personnel if software re-installation is required for servicing the system. If the customer is unable to make these items available to Molecular Devices personnel when required for servicing the system, a replacement fee might be charged. 6. Create a dedicated drive or partition for data storage. Do not use the drive on which the computer OS is installed for image file storage or installation of the database. PAGE 8 OF 14 IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION 7. Some IT departments require that users not have administrative rights on client computers. If this is the case the IT department must give full control (read, write, and modify) to all users for the following folders: x:\MX (or whatever folder MX is installed in) x:\Analysis x:\Assay x:\Backup 8. Molecular Devices recommends having an Internet connection available on the instrument workstation during installation. An Internet connection enables Molecular Devices personnel to download the latest version of the MetaXpress Software, and obtain software registration codes required for the system installation. The installation process might be prolonged if an Internet connection is not available. The Internet connection can be removed after system installation is complete. 1.7. POST-INSTALLATION REQUIREMENTS 1. The customer is responsible for installing the MetaXpress Software, MetaXpress PowerCore Software, and AcuityXpress Software on all personal workstations. Please refer to the appropriate Installation Procedures for instructions. CAUTION: To get the best performance from Molecular Devices Complete Solution for Cellular Imaging, customers must seek professional help with installation, configuration, and optimization of database server and client products. In particular, a database administrator with the proper expertise must configure and optimize, or tune, your database for your facility. If you do not have a database administrator, contact Molecular Devices for a list of consultants. The instructions provided with Molecular Devices documentation for Oracle database and Microsoft SQL are offered for guidance only as Oracle and Microsoft SQL are not products of Molecular Devices. For more information about database installation, security, operation, and optimization, contact the appropriate software vendor. 2. The instrument workstation provided by Molecular Devices ships with antivirus software installed. It is the customer’s responsibility to keep the anti-virus software configuration up-to-date, in order to avoid security risks and virus threats to the computer. Molecular Devices will not be held responsible for viruses or security attacks on the computer. Updating the virus definitions while the instrument workstation is in use can result in performance issues and should be avoided. IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION PAGE 9 OF 14 IMPORTANT: Stringent anti-virus settings may affect the rate of data transfer or operation of the imaging instrument, the instrument workstation, the MDCStore database, or any client of the database. After setting the anti-virus software, verify that the anti-virus settings do not change the performance of the overall system (that is, without anti-virus software). 3. To run the MetaXpress PowerCore Software, firewalls must permit UDP and TCP communications on the ports in use. Antivirus software needs to be configured to allow UDP and TCP transmissions on the ports in use. Please refer to Table 1: IT Network Ports and Protocols for details. 4. Molecular Devices support personnel might request third-party software to be uninstalled from MetaXpress Software, MetaXpress Power Core Software, or AcuityXpress Software computers for troubleshooting purposes. In general, Molecular Devices highly recommends using the Instrument workstation for MetaXpress Software acquisition and analysis only. Running other applications concurrently with MetaXpress Software should be avoided. 5. The customer is responsible for installing database client software (Oracle or MS SQL Server) on personal workstations. The customer is also responsible for configuring database connections on such computers. For instructions on configuring database connections, see the MDCStore Database Schema Installation and Update Guide. Note: Avoid installation of both Oracle and MS SQL on the same server. 6. The customer is responsible for maintaining and regulating user access between personal workstations, database servers, and file servers. Note: Security login errors, such as domain updates should be checked for validity and the windows event should be monitored 7. The person responsible for updating and maintaining the MetaXpress Software, databases, and file servers must have administrator-level privileges on all applicable computers. 8. Database maintenance such as, but not limited to, removing deleted data, re-indexing, and backing up will diminish performance and should not be performed concurrently with acquisition or analysis. PAGE 10 OF 14 IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION 9. Molecular Devices recommends that all Windows user accounts on all computers running the imaging software (MetaXpress Software, MetaXpress PowerCore Software, or AcuityXpress Software) should be given full access to any UNC path configured as a file server. The customer is responsible for any IT issues resulting from not following this recommendation. If the customer IT department configures multiple UNC paths with different permissions, they must attempt to configure the permissions hierarchy of the database and Windows users similarly. 10. All users must have full read/write/modify privileges to all the folders created during MetaXpress Software installation: C:\assay, C:\backup, C:\analysis, and the MetaXpress directory (such as, C:\MX; C:\MX2, C:\MX3, or C:\MX4.) 11. Windows workstations, analysis clients, and servers should be configured to never go into sleep, standby, or hibernate mode. The option to automatically restart the computer after a windows update should be disabled. 12. Molecular Devices recommends turning off automatic Windows updates on all acquisition computers, since this might cause a restart of the computer during the middle of an acquisition. 13. It is the sole responsibility of the customer to back up system data. The instrument workstation supplied by Molecular Devices includes a license of Norton Ghost (drive-imaging software), for the purpose of creating a backup file of the instrument workstation hard drive only. This software needs to be configured to your specifications. This type of backup file is useful in the event of computer or hard drive failure, allowing faster restoration of system operation. IMPORTANT: A back-up of the system should be performed only when the instrument workstation or personal workstation are not in use. 14. It is the sole responsibility of the customer to backup data from all of computers running Molecular Devices software, including the instrument workstation supplied with the Molecular Devices imaging hardware. 15. It is the sole responsibility of the customer to monitor a space available for storage of data (database and file systems) and make sure that amount of free space always corresponds with recommended criteria. 16. Customers who want to integrate the MDCStore database into their own corporate database, can request an open API document from their Molecular Devices sales representative. Database integration is the sole responsibility of the customer, and Molecular Devices cannot be held responsible for data corruption, loss, or failure caused by this process. IMPORTANT: Molecular Devices is not responsible for backing up data, and cannot be held responsible for data loss or corruption, due to computer failure or any other cause. IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION PAGE 11 OF 14 If you experience any problems with an installation, please submit an online help ticket on the Molecular devices support page (http://www.moleculardevices.com/support.html), or call our help line at 1-800-635-5577 (toll-free, US only) or 1-408-747-1700. PAGE 12 OF 14 IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION 1.8. Table 1: IT Network Ports and Protocols Connection Between MetaXpress® or AcuityXpress™ Client(s) and File Server Protocol Port Function TCP / IP 9200 (Default) Image / File Transfer Note: One port needs to be made available for each fileserver. Each fileserver needs a dedicated port. Connection between MetaXpress Client(s) and Database Server Protocol Port Function TCP / IP 1433 MS SQL Sever Database TCP / IP 1521 Oracle Database Connection between MetaXpress® PowerCore™ Servers and Clients All firewall software on the MetaXpress PowerCore server, including Windows Firewall and other firewall applications, must be configured to permit the license key driver (spnsrvnt.exe) to send and receive TCP/IP communications on port 6002 The default port for MetaXpress PowerCore clients is 20000 Note: Ports are defaults claimed by those respective database software packages and are not guaranteed by Molecular Devices IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION PAGE 13 OF 14 1.9. Table 2: Customer Pre-Install Checklist Please fill out the following information and have it available during on-site installation and training. Full computer name of acquisition computer IP address of acquisition computer (static recommended) Internet connection established on the acquisition computer Yes No Database installed Yes No Database program being used MS SQL Server Oracle Yes No Version of the database server application installed Version of the ODBC driver Full computer name and path of database computer IP address of database computer (static recommended) File server installed Full computer name and path of file server IP address of file server computer (static recommended) Port number assigned for file server (9200 or higher suggested) PAGE 14 OF 14 IT REQUIREMENTS TO SET UP: METAXPRESS® SOFTWARE, METAXPRESS® POWERCORE™ SOFTWARE, ACUITYXPRESS™ SOFTWARE,AND MDCSTORE™ DATA MANAGEMENT SOLUTION