Sample Scheduler for OpenLab revision 2.1 - Site Preparation Checklist

Importance of the Topic

Effective scheduling of analytical samples is essential for laboratories to optimize instrument utilization, ensure reliable data acquisition, and minimize downtime. A well-prepared site accelerates deployment, reduces configuration errors, and supports seamless integration with existing laboratory information management systems (LIMS).

Objectives and Article Overview

This document provides a comprehensive site preparation checklist for installing Agilent’s Sample Scheduler for OpenLab version 2.1. It outlines required hardware, software, network settings, user credentials, and responsibilities necessary to achieve a successful implementation.

Methodology and Instrumentation

The checklist addresses the following components:

• Software Environment: OpenLab CDS 2.1 SR1 or higher, OpenLab CDS EZChrom A.04.07 SR1 or A.04.08 Update 2 with Server.
• Database: Microsoft SQL Server 2008 R2, 2012, 2014, or 2016, with TCP/IP enabled and appropriate ports open.
• LIMS Integration: Configuration via XML file drop or direct SQL connection for the Sample Scheduler LIMS Agent.
• Sample Scheduler Components: Scheduler agent, Acquisition agent, Client, Web interface, and LIMS agent roles installed on appropriate CDS servers or workstations.
• Hardware Requirements: Sufficient RAM allocation based on role and analysis load; CPU, disk space, and video resolution per OpenLab CDS guidelines.
• Network and Security: Open TCP/UDP port 6572 for controller services, port 7243/7244 for web interface, and SSL certificates for HTTPS connections.

Main Results and Discussion

The checklist breaks down customer responsibilities into site readiness steps:

• Verify software, hardware, and networking meet or exceed specified requirements.
• Plan electrical outlets and physical space for servers, clients, and peripherals.
• Prepare software authorization codes, installation media, and backup solutions.
• Preconfigure base CDS system and test all instruments with validated methods.
• Install and configure SQL database instance with proper authentication and access for Scheduler and LIMS agents.
• Ensure required personnel (LIMS expert, CDS expert, system administrator) and user credentials are available on installation day.

These measures ensure a streamlined installation process and reduce the risk of configuration conflicts.

Benefits and Practical Applications

Implementing the Sample Scheduler with thorough site preparation offers:

• Improved laboratory efficiency through automated sequencing and instrument control.
• Reduced setup time and fewer installation delays.
• Reliable integration with LIMS and CDS platforms for end-to-end sample tracking.
• Enhanced data integrity and audit readiness.

Future Trends and Applications

As laboratories move toward greater automation and digitalization, future developments may include cloud-based scheduling services, advanced predictive maintenance integration, and enhanced AI-driven workload balancing. Extended interoperability with diverse LIMS platforms and expanded support for emerging analytical techniques will further broaden application scope.

Conclusion

A methodical site preparation strategy is a critical first step to successfully deploy Agilent’s Sample Scheduler for OpenLab. By following the outlined checklist, laboratories can ensure compatibility, streamline installation, and maximize uptime.

Reference

No external literature references were provided in the source document.