Sample Scheduler for OpenLab revision 2.2 – Site Preparation Checklist

Importance of the Topic

The Sample Scheduler for OpenLab is a critical component in laboratory automation workflows. Proper site preparation ensures reliable scheduling, data integrity and seamless integration with chromatography data systems and LIMS. By meeting hardware, software and networking prerequisites in advance, laboratories can minimize installation delays and optimize instrument uptime.

Objectives and Overview of the Document

This checklist outlines the customer responsibilities and technical specifications required before installing Sample Scheduler revision 2.2. It summarizes space, power, computing, network and software requirements to support a successful deployment.

Methodology and Instrumentation Used

This document was developed by reviewing Agilent’s installation procedures and synthesizing key prerequisites. The following instrumentation and software components are referenced:

• OpenLab CDS (version 2.1 SR1 or higher) or OpenLab CDS EZChrom Editions
• Agilent Sample Scheduler components (LIMS Agent, Scheduler Agent, Web Interface)
• Microsoft SQL Server 2008 R2, 2012, 2014 or 2016
• Laboratory Information Management System (LIMS) integration via XML or SQL
• Standard laboratory desktops, clients, AICs and servers meeting OpenLab hardware requirements

Main Findings and Discussion

Preparation covers four key domains:

• Computing environment: adequate disk space, synchronized system clocks and required RAM, accounting for OpenLab CDS plus Sample Scheduler roles
• Software and licensing: availability of installation media, authorization codes, valid SSL certificates and backup solutions
• Network configuration: opening and mapping required TCP/UDP ports (default 1433, 6572, 7243–7245) for database access, service control and web interface
• User credentials and roles: administrator-level accounts on PCs, SQL authentication or mixed mode, OpenLab CDS admin user and Agilent SubscribeNet access

Detailed RAM guidelines depend on the number of instruments and analyses. A Scheduler agent requires at least 150 MB plus additional memory per instrument. The LIMS Agent needs 120 MB. Client RAM scales with stored analyses.

Benefits and Practical Applications

By following this checklist, laboratories will achieve:

• Reduced installation time and fewer service call-backs
• Reliable integration of chromatography systems and LIMS for sample tracking
• Consistent software performance and predictable scheduling operations
• Enhanced compliance with QA/QC workflows through automated sample management

Future Trends and Possibilities

Advancements in laboratory informatics will drive:

• Cloud-based scheduling services with centralized updates and analytics
• AI-driven workload optimization to balance instrument utilization
• Deeper LIMS and ERP integration for end-to-end sample lifecycle management
• Enhanced cybersecurity measures such as zero-trust network segmentation

Conclusion

Comprehensive site preparation is the foundation for a successful Sample Scheduler deployment. Addressing computing, networking, software and personnel requirements in advance streamlines installation and ensures stable, long-term operation of automated sample scheduling within OpenLab environments.