Sample Scheduler for OpenLab

Revision 2.9
Release Notes
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This guide is valid for the 2.9 revision The hardware and/or software
of Agilent Sample Scheduler for described in this document are
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 Contents

Table of Contents

Introduction 6
For our Regulated Customers 6

1 Revision 2.9 of Sample Scheduler for OpenLab 7

Infrastructure 7
Compliance 7
Installation & Migration 7
Web Interface 8
General changes 9

2 Revision 2.8 of Sample Scheduler for OpenLab 10

Infrastructure 10
Compliance 10
Installation & Migration 10
Web Interface 10
General changes 11

3 Revision 2.7 of Sample Scheduler for OpenLab 12

Infrastructure 12
Compliance 12
Installation & Migration 12
Web Interface 12
General changes 13
The sequence name for a sequence created by the LIMS can be defined in
the LIInfrastructure 13
Compliance 13

Sample Scheduler for OpenLab - Release Notes 3

 Contents

Installation & Migration 13

Web Interface 14
General changes 15

4 Revision 2.6 of Sample Scheduler for OpenLab 16

Infrastructure 16
Compliance 16
Installation & Migration 16
Web Interface 17
General changes 18
Licensing 18

5 Revision 2.5 of Sample Scheduler for OpenLab 19

Infrastructure 19
Compliance 19
Installation & Migration 19
Web Interface 19
General changes 20

6 Revision 2.4 of Sample Scheduler for OpenLab 21

Infrastructure 21
Support of compliant environments with OpenLab CDS 21
Roles & Privileges 22
Installation & migration 22
Web Interface – Miscellaneous changes 22
General changes 22

7 Revision 2.3 of Sample Scheduler for OpenLab 23

Time Scheduling 23

Sample Scheduler for OpenLab - Release Notes 4

 Contents

Infrastructure 23
Review View 23
Roles & Privileges 23
Web Interface - Sequence Support 24
Web Interface - Merge & split analyses 24
Web Interface – Miscellaneous changes 24
General changes 25
Improved failure resilience & housekeeping 25

8 Revision 2.2 of Sample Scheduler for OpenLab 26

General 26
Sample Scheduler Licensing 26
Instrument Groups 27
Web Interface - Usability 27
Web Interface - Editing 28
Supportability 28

9 Revision 2.1 of Sample Scheduler for OpenLab 29

Analysis Table 29
Result Review 29
Configuration 29
Web Interface 30
Instrument Support 30
General 31
Infrastructure Support 31
Migration 32
User Information 32

Sample Scheduler for OpenLab - Release Notes 5

 Introduction

Introduction

This document provides a listing of the major feature modifications made in each
release of Sample Scheduler for OpenLab software.

For our Regulated Customers

When any change is made to Agilent software, the validation status of the software
needs to be re-established by the user/customer.
Whenever software is changed, a validation analysis should be conducted not just
for the validation of an individual change, but also to determine the extent and
impact of that change on the entire software system.

The installation of Sample Scheduler for OpenLab on a client/server system with

OpenLab CDS will not alter the OpenLab CDS installation. Agilent Technologies
confirms that after the installation of Sample Scheduler for OpenLab the
functionality of OpenLab CDS is not adversely impacted as a result of the
installation.
The transfer of information between an external system and Sample Scheduler for
OpenLab needs to be configured, verified, and validated by the user/customer as per
defined intended use.

Sample Scheduler for OpenLab - Release Notes 6

 Revision 2.9 of Sample Scheduler for OpenLab

1 Revision 2.9 of Sample Scheduler for OpenLab

Infrastructure
 Added support of Advanced Sample Linking Solution with Sample Linking
software v1.0
 Dropped support of OpenLab CDS v2.7
 Cloud Services supported in connection with OpenLab ECM XT v2.8,
Dropped support with OpenLab ECM XT v2.6 and v2.7.
 Dropped support for SLIMS 6.8 and 6.9,
added support for SLIMS 7.1 and 7.2
 Support of Safari iOS version 18

Compliance
 For all REST API requests, the source machine name from where the
request was send is documented as Source PC in the System Activity Log
 The following items related to the interactive LIMS submission have been
changed:
 Sign-off columns in the Review view of the Sample Scheduler client are
renamed from Sign-off to Review(ed).
 In the Sample Scheduler configuration, on the LIMS tab the subsection
Sign-off for LIMS has been renamed to Review for LIMS
 The terms are replaced accordingly in the related Activity log entries for
changes

Installation & Migration

 Sample Scheduler for OpenLab 2.9 will be deployed via SubscribeNet.

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 Revision 2.9 of Sample Scheduler for OpenLab

Web Interface
Fraction Collection
• Fraction collection fields for UV-based and mass-based fraction collection
are available for viewing and editing
• UV fraction collection fields can be imported from LIMS

Sample Custom Parameters in Analyses view

• Sample customer parameters can be displayed in Analysis View with the
parameter name as column header

Sorting in Analyses view

 The Analyses view can be sorted by any parameter by clicking the column
header, sorting depends on the data type.
 A Clear sorting button indicates that the Analyses view is sorted and allows
to reset the sorting

Improved Sorting in Sequence view

When a user sorts the sequence table by a parameter in the table:
 Buttons are hidden while the table is sorted if they are disabled by the
sorting
 Sorting can be reset with a Clear sorting button, which re-enables the
hidden buttons

Sequence View Enhancements

• Since a review is possible in the Analyses view, a sequence automatically
launches in edit mode in the Sequence view if the user of record has the
Edit sequence structure privilege
• A sequence can be saved and scheduled in one step, if all mandatory
parameters are completed

CSV Sequence import function

• Sequences can be imported from a CSV file via drag and drop or by using
the CSV import function from the toolbar
• Users must have Add analyses and Create sequence privileges to import a
sequence from a CSV file

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 Revision 2.9 of Sample Scheduler for OpenLab

• The CSV format matches the format used in OpenLab CDS, examples are
provided as part of the user documentation

Data Review
 The report selection dropdown list on the Report tab in the Analysis details
contains csv and txt files in addition to pdf files. The report viewer can
display a selected file in csv or txt format.

General
• All column configurations in Analyses and Sequence view are permanently
stored centrally and per user.

General changes
 The web configuration can be launched from the Sample Scheduler
configuration client
 Start menu entries from Sample Scheduler are localized
 A restart of the Sample Scheduler agent on an AIC is only needed if
 the instrument assignment on the AIC has changed, or
 when an instrument assigned to the AIC is deleted in CDS, or
 an instrument assigned to the AIC is in an undefined state (e.g.
crashed)

Sample Scheduler for OpenLab - Release Notes 9

 Revision 2.8 of Sample Scheduler for OpenLab

2 Revision 2.8 of Sample Scheduler for OpenLab

Infrastructure
 Cloud Services supported in connection with OpenLab ECM XT v2.6 or
higher
 SQL database deployment supported together with OpenLab CDS
 Support for write-protected LIMS databases when using a SQL connection

Compliance
 Automatic system actions can be distinguished from user actions
 Full username of currently logged-on user is visible on main menu

Installation & Migration

 DB Migration: in-place migration of an existing Sample Scheduler version
2.7 database to the new version
 With the DB migration tool an older Postgres database (version <2.8) can be
migrated to a new MSSQL database

Web Interface
Sequences
 Apply a different sequence creation template to an existing sequence
 Schedule a sequence directly from the Sequence view
 Instrument state is now visible in the Sequence view (new iconography)

New Sequence Editing Capabilities

 Fill down sequence columns with copy or increment
 Copy/add/insert/delete sequence lines
 Reorder sequence lines
 Add a single analysis from the queue to an existing sequences

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 Revision 2.8 of Sample Scheduler for OpenLab

Barcode Support
 Barcode reader usage can now be enabled from Sample Scheduler

Data Review
 Ability to view pdf reports of ended analyses in the web interface
 Launch OpenLab Data Analysis from the web interface (if installed on the
same computer)

Analyses view
 Customizable display – users can freely choose the columns displayed in
the Analyses. Besides some fixed items, they can adjust number, order,
and width of all columns. The changes are persistent per user
 Input validation during editing of single runs
 Create sequence without project and/or instrument preselected
 Enlarged Create Sequence dialog for better overview and easy reordering
 Analysis view filtered by a single instrument (instrument queue) is now
labeled as filtered by the instrument

Editing analyses or sequences

 Method search function during editing: A list of matching methods from all
subfolders is provided when the user starts typing the method name.
 Improved readability of methods with long method paths in any selection
panel by applying the format: <method name> (<method path>)
 New Datetime input fields for Sample Custom Parameters of type date

General
 Prevent data loss: When the user closes the browser tab or the entire
browser window, a warning is provided that unsaved changes will be lost.
 New iconography for instruments and analyses revealing more information

General changes
 Support for multiple projects of the same name (in different project groups)
 Autofill table in Configuration is now sortable
 Improved Stability and Resilience:
 Recover run queue after connection interrupt
 Improved handling of analysis errors, e.g., missing vial

Sample Scheduler for OpenLab - Release Notes 11

 Revision 2.7 of Sample Scheduler for OpenLab

3 Revision 2.7 of Sample Scheduler for OpenLab

Infrastructure
 Windows 10 (64-bit). 21H1 or greater (Enterprise or Professional)
 Windows 11 (64-bit): 21H2 (Enterprise or Professional)

Compliance
 Standardized and unambiguous display of usernames within the application
in the format “Full Name (userid)” (requires OpenLab CDS 2.7)

Installation & Migration

 Automatic upgrade of Sample Scheduler with the upgrade of OpenLab CDS
to the latest version 2.7
 Reduced IT effort by routing all traffic from or to the acquisition controller
through port 443 (requires OpenLab CDS 2.7)

Web Interface
 Digital transfer of weighing results from a balance to OpenLab CDS for
different sample types using Sample Scheduler
 Optional batch ID as binding element for samples
 Sample amount mapping for samples
 Per level compound concentration mapping for calibration samples
 Documentation of amount, volume and concentration for control and
calibration samples
 Full traceability from weighing to final result New sample barcode field
in Sample Scheduler for use of barcode readers in sample registration
and identification
 Barcode submission from the LIMS or a balance (barcode-driven
balance workflow), or

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 Revision 2.7 of Sample Scheduler for OpenLab

 Manual entry of the barcode in Sample Scheduler

 Sequence enhancements for creation and retrieval:
 Analyses can be viewed and sorted before sequence creation
 Sequence name is available as a token for use in result name, result
path and sample name (sequence only)
 The default result name includes the sequence name for sequences

General changes
 Overall improved speed and responsiveness of Sample Scheduler in daily
use

The sequence name for a sequence created by the LIMS

can be defined in the LIInfrastructure
 Cloud Services supported in connection with OpenLab ECM XT v2.6 or
higher
 SQL database deployment supported together with OpenLab CDS
 Support for write-protected LIMS databases when using a SQL connection

Compliance
 Automatic system actions can be distinguished from user actions
 Full username of currently logged-on user is visible on main menu

Installation & Migration

 DB Migration: in-place migration of an existing Sample Scheduler version
2.7 database to the new version
 With the DB migration tool an older Postgres database (version <2.8) can be
migrated to a new MSSQL database

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 Revision 2.7 of Sample Scheduler for OpenLab

Web Interface
Sequences
 Apply a different sequence creation template to an existing sequence
 Schedule a sequence directly from the Sequence view
 Instrument state is now visible in the Sequence view (new iconography)

New Sequence Editing Capabilities

 Fill down sequence columns with copy or increment
 Copy/add/insert/delete sequence lines
 Reorder sequence lines
 Add a single analysis from the queue to an existing sequences

Barcode Support
 Barcode reader usage can now be enabled from Sample Scheduler

Data Review
 Ability to view pdf reports of ended analyses in the web interface
 Launch OpenLab Data Analysis from the web interface (if installed on the
same computer)

Analyses view:
 Customizable display – users can freely choose the columns displayed in
the Analyses. Besides some fixed items, they can adjust number, order,
and width of all columns. The changes are persistent per user
 Input validation during editing of single runs
 Create sequence without project and/or instrument preselected
 Enlarged Create Sequence dialog for better overview and easy reordering
 Analysis view filtered by a single instrument (instrument queue) is now
labeled as filtered by the instrument

Editing analyses or sequences:

 Method search function during editing: A list of matching methods from all
subfolders is provided when the user starts typing the method name.
 Improved readability of methods with long method paths in any selection
panel by applying the format: <method name> (<method path>)
 New Datetime input fields for Sample Custom Parameters of type date

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 Revision 2.7 of Sample Scheduler for OpenLab

General:
 Prevent data loss: When the user closes the browser tab or the entire
browser window, a warning is provided that unsaved changes will be lost.
 New iconography for instruments and analyses revealing more information

General changes
 Support for multiple projects of the same name (in different project groups)
 Autofill table in Configuration is now sortable
 Improved Stability and Resilience:
 Recover run queue after connection interrupt
 Improved handling of analysis errors, e.g., missing vial

Sample Scheduler for OpenLab - Release Notes 15

 Revision 2.6 of Sample Scheduler for OpenLab

4 Revision 2.6 of Sample Scheduler for OpenLab

Infrastructure
 Support for Windows 10 20H2
 Updated browser support :
 Removed Microsoft Internet Explorer support
 Added Microsoft Edge (Chromium based) support (minimum version
89) replacing IE

Compliance
 Renamed privilege Is a Sample Scheduler user to Edit analysis (affects
only new installations)
 Allow login to Sample Scheduler web interface without Sample Scheduler
privilege (viewing only)

Installation & Migration

 Integrated Sample Scheduler into the OpenLab Installer (with OpenLab CDS
2.6).
 All Client/Server OpenLab CDS installations will include Sample
Scheduler for OpenLab.
 The database is installed into the OpenLab Data Repository (OLDR).
 Upgrades to OpenLab CDS 2.6 will install Sample Scheduler if it was not
previously installed.
 Sample Scheduler web server is always installed on the OpenLab server
 For Sample Scheduler upgrades the installer must be launched
separately.
 Automated creation of Installation logs
 Added optional migration of older Sample Scheduler database into the
OpenLab Data Repository “OLDR”
 New Sample Scheduler activation:
 All installations and upgrades require a central activation step before
they can be used productively.

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 Revision 2.6 of Sample Scheduler for OpenLab

 This activation step is done within a browser using the Sample

Scheduler web interface.
 Without activation Sample Scheduler can be used for monitoring
purposes, but not for sample management (create/edit analyses,
submit analyses to instruments etc.).
 Sample Scheduler installation log files are now accessible in OpenLab
Control Panel under Administration > Diagnostics

Web Interface
 New instrument dashboard monitor function: For viewing purposes, the web
interface can be accessed without Sample Scheduler privileges.
 "Transferred" state is now reflected in the web interface
 Improved user guidance with tooltips, context-sensitive online help, and
additional information for novice users.
 Updated address of Sample Scheduler web interface to:
https://<hostname>:52088/openlab/samplescheduler
 A sequence can be created from any set of selected analyses including
different sample types
 Updated sequence view:
 Updated sequence table to enable default set of table columns. This
selection can be modified and is persistent per computer and user.
 Added input validation, to prevent users from making invalid entries
while editing a sequence:
 A wrong entry is highlighted in red (cell background color),
 Information on the actual limits or invalid characters is provided for
each field (tooltip)
 Mandatory parameters are marked with an asterisk ( * )
 Modified parameters are marked with a bullet ( • ) during sequence
editing.

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 Revision 2.6 of Sample Scheduler for OpenLab

General changes
 Opening data in OpenLab CDS 2.6 Data Analysis for reprocessing always
opens in the same session of OpenLab DA if
 The user is the same, and
 The current DA session is not locked or busy.
 Updated Sample Scheduler Database Access Reconfiguration Tool to only
install with the Sample Scheduler database
 Sample Scheduler for OpenLab (web interface) can be now launched
directly from the Windows start menu
 New Icon in the OpenLab CDS Acquisition client to launch the Sample
Scheduler for OpenLab web interface.

Licensing
 The Sample Scheduler LIMS connection license is no longer bundled with
the main product. It is now available separately.

Sample Scheduler for OpenLab - Release Notes 18

 Revision 2.5 of Sample Scheduler for OpenLab

5 Revision 2.5 of Sample Scheduler for OpenLab

Infrastructure
 Support for Windows 10 1909
 Most recent browser versions of:
Google Chrome, Internet Explorer, Safari MacOS, Safari iOS

Compliance
 Audit trail logging can be enabled from the Sample Scheduler configuration.
 By default, audit logging is disabled. Once enabled it cannot be disabled.
 Breaking a session lock in Sample Scheduler provides a confirmation dialog
that unsaved changes are lost before closing the session.

Installation & Migration

 Sample Scheduler can be deployed into the OpenLab Data Repository as an
alternative to a SQL server database instance.

Web Interface
 A My Analyses filter is added to the Start Page.
 A new Sequence view for viewing and editing sequences is introduced. It is
opened from the Analyses view and displays the selected sequence.
 In the Sequence view the sequence header parameters and the
sequence line parameters (including custom parameters) can be edited
and saved before scheduling the sequence.
 A sequence can be created by applying an OpenLab CDS sequence
template to one or more analysis requests. This requires at least revision
2.5 of OpenLab CDS.
 Applying the template creates a sequence as defined by the sequence
template. It adds blanks, system suitability samples, control samples,
calibration samples etc. in the structure (including bracketing) and with
the parameters specified in the template (methods, injection source
etc.).

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 Revision 2.5 of Sample Scheduler for OpenLab

 Parameters that were predefined by the LIMS or a user before applying

the template are not overwritten (exception: number of injections as
this may conflict with bracketing).

General changes
 In order to connect to multiple LIMS instances Sample Scheduler can be
configured to:
 Receive analysis requests from more than one LIMS and route back
results to the same LIMS the requests came from
 Manage data from multiple LIMS in one Sample Scheduler database
instance
 Show and manage requests from multiple LIMS databases in a single
user interface
 Each LIMS connection requires a license
 Per LIMS only one distinct method for submitting analysis requests is
possible (either XML or SQL), not both
 Single-Sign On with Windows credentials:
 If enabled in OpenLab control panel, the Sample Scheduler client and
configuration will not request credentials on startup if the current
Windows user has the appropriate privileges to access the application.

Sample Scheduler for OpenLab - Release Notes 20

 Revision 2.4 of Sample Scheduler for OpenLab

6 Revision 2.4 of Sample Scheduler for OpenLab

Infrastructure
 Support for Windows Server 2019
 Support for Windows 10 1903
 Most recent browser versions of: Google Chrome, Internet Explorer, Safari
MacOS, Safari iOS
 Support of OpenLab ECM 3.5 and 3.6 backend

Support of compliant environments with OpenLab CDS

This revision is made to support users and their organizations in implementing the
use of Sample Scheduler for OpenLab with OpenLab CDS in environments regulated
by 21 CFR Part 11 and Annex 11.
A prerequisite for implementing Sample Scheduler for OpenLab in regulated
environments is at least revision 2.4 of OpenLab CDS.
The following features were implemented:
 All relevant changes and activities are logged in the System Activity log in
OpenLab Control Panel. The entries can be grouped into the following
categories:
 Automatic changes to analyses or sequences received from a LIMS
(e.g. autofill, instrument groups, defaults)
 Interactive creation of, or changes to an analysis or sequence
 Changes to the Sample Scheduler configuration
 Security-relevant activities such as login to or exit the application,
session locking and unlocking
 Login ID is replaced by full username in areas visible to the users
 Unique identifiers for sequences (to enable audit trails)

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 Revision 2.4 of Sample Scheduler for OpenLab

Roles & Privileges

 Analyses can only be assigned to users that have the Is a user (Sample
Scheduler) privilege
 Privilege to view report in the review view of the Sample Scheduler client

Installation & migration

 Scripted installation
 Upgrade installation from revision 2.0 or higher
 Updated DB migration tool includes instrument groups and notifications

Web Interface – Miscellaneous changes

 New Quick Start guide is available in the Online Help
 Full text search on all analysis parameters
 Single selection mode is now default. Multi-selection can be easily
enabled/disabled as needed
 Counter for selected analyses in Multi-selection mode
 Keep the focus on visible analyses during refresh
 Interactive session lock

General changes
 Analyses cannot be assigned to an instrument that is locked in OpenLab
Control Panel
 New client notification system on configuration changes (if a restart of the
Sample Scheduler client is required to become effective)
 Sample Scheduler Service user requires only a minimum set of privileges

Sample Scheduler for OpenLab - Release Notes 22

 Revision 2.3 of Sample Scheduler for OpenLab

7 Revision 2.3 of Sample Scheduler for OpenLab

Time Scheduling
 Schedule single run or sequence with planned start time & date
 At time of execution time-scheduled analyses get precedence
 Configurable optional time buffer (in minutes) for time-scheduled
analyses, where no other analysis is submitted to the instrument to
ensure a timely execution

Infrastructure
 Support for SQL Server 2017
 Support for OpenLab CDS 2.4

Review View
 Contextual ribbon tab for injection results enables filtering of injection
results table (display options for identified, unidentified peaks and missing
compounds)

Roles & Privileges

 New Sample Scheduler roles:
 Sample Scheduler for OpenLab Operator
 Sample Scheduler for OpenLab Technician
 Update to existing Sample Scheduler roles (new installations only):
 Sample Scheduler for OpenLab Administrator is only responsible for
configuration tasks instead of everything
 Sample Scheduler for OpenLab Analyst is empowered to have an
administrative lab manager role

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 Revision 2.3 of Sample Scheduler for OpenLab

Web Interface - Sequence Support

 Analyses view lists both, single samples, and sequences in the queue.
 Sequence viewing and vial editing in the Analyses View
 Collapsed sequence: Sequence header with global parameters
 Expanded sequence: sequence lines with line-specific parameters and
vial position editor
 Sequence header and sequence line details panel (read-only)
 Sequence Info tab for sequence headers
 Analysis Info, Acquisition, Quantitation and Variables tab for sequence
lines
 Favorites tab for both, sequence header and lines.
 Sequence actions for sequences are: schedule, stop, wait, restart, reset and
delete sequence
 The numbers shown on the start page item Analyses Workload Overview
include sequence line counts
 The instrument queues in the Instrument view include sequence line counts
 A sequence progress bar is shown in Analyses view while the sequence is
running

Web Interface - Merge & split analyses

 Merge single injections
 Split dual simultaneous injections

Web Interface – Miscellaneous changes

 Lab queue dashboard (locked state) includes sequence headers
 Sorting function to sort sequences by State, Instrument name, User, Project,
None
 Bulk assignment of analyses to a user
 New action: Reset analysis or sequence in case of abnormal failure
 Autofill for adhoc samples
 Better readability of injection source in Analyses view
 Show/hide Analyses view toolbar

Sample Scheduler for OpenLab - Release Notes 24

 Revision 2.3 of Sample Scheduler for OpenLab

 Simple user interface: user only sees analyses action buttons he/she has
the respective privilege for
 Stop instrument button removed from actions toolbar in Analyses view

General changes
 Priority field is continuously updated
 Token resolution for result name after merging analyses
 Ended date and last modification date displayed in local time

Improved failure resilience & housekeeping

 Minimize time in-between single runs by submitting two at a time to the
instrument queue (parallel validation)
 Incompatible Scheduler Agents (wrong version) cannot be activated
remotely
 Support of mixed mode projects that can link to both, OpenLab CDS 2.x and
EZChrom instruments
 Housekeeping: delete old archived logfiles older than 4 weeks
 Analyses View - Provide error information for single sample analyses in
Error state
 Updated DB migration tool

Sample Scheduler for OpenLab - Release Notes 25

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8 Revision 2.2 of Sample Scheduler for OpenLab

General
 Sequence creation via SQL interface:
LIMS SQL connection query supports file-less sequence submission
 Review & Submit:
Results without LIMS ID (adhoc samples) cannot be sent to LIMS
 Autofill can be applied to priority (adhoc) samples that do not come from
the LIMS

Sample Scheduler Licensing

 Sample Scheduler for OpenLab now includes access to 1 LIMS and up to 10
instruments
 An Expansion Pack adds access to up to 10 additional instruments. Multiple
Expansion Packs can be added
 A LIMS Expansion adds access to an additional LIMS. Multiple LIMS
Expansions can be added

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 Revision 2.2 of Sample Scheduler for OpenLab

Instrument Groups

A new backwards compatible concept replaces the existing alternative instrument /

method concept:
 Grouping of Instruments for a certain type of analysis
 Instrument groups are defined in the Sample Scheduler configuration or
by the LIMS
 Each instrument line in a group consists of the instrument, a project, an
injection source, an acquisition method and optionally a processing
method
 Users can easily switch between instruments of a group before scheduling
the analysis. Parameters are adjusted automatically as defined in the
instrument line.
 Instrument groups can be used for single runs and sequences

Web Interface - Usability

 Start page:
 Link to Instrument view filtered by selected instrument status (idle,
running, error)
 “My instruments” link to Instrument view filtered by the instruments I
have scheduled or pending analyses on

 Instrument view:
 Instruments can be filtered by locations defined in OpenLab Control
Panel
 The operator can see the overall queue of an instrument in addition to
his own queue of analyses

 Analysis view:
 Queue status at a glance: better visibility of analysis states
when the user interface is locked
 Sorting and Select all / Deselect all functions

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 Revision 2.2 of Sample Scheduler for OpenLab

Web Interface - Editing

 Adding new analysis requests
 New analyses can be created using add or copy function
 User-friendly editing of all parameters from the Analysis details
 Parameters are organized in five tabs:
Favorites, Analysis Info, Acquisition, Quantitation, Variables
 Analyses in edition mode cannot be edited by another user
 User-specific quick access to favorite parameters (Favorites tab)
 Initially populated with meaningful default parameters
 Centrally stored and managed per user in the Sample Scheduler
database
 Favorites can be centrally defined by the administrator or by the users
(based on user privileges)
 Lab wide restriction of editable parameters for operators: restricted
access to Favorites only

Supportability
 Documented upgrade procedure:
The lab can continue to work during the upgrade (non-disruptive upgrade)
 Scheduled analyses in old database are processed
 New analyses can be submitted by the LIMS to the new database
 Database migration tool supports new database
 XML tool to easily create XML sets for demos or testing purposes
 Scheduler agent with no instruments assigned cannot be started

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 Revision 2.1 of Sample Scheduler for OpenLab

9 Revision 2.1 of Sample Scheduler for OpenLab

Analysis Table
 For Incomplete analysis requests missing values are highlighted
 Dual simultaneous injections coming from a LIMS can be split
 The result path can be specified using tokens
 During editing the Analysis Table sorting, grouping or filtering is not applied
until the user has finished editing
 A sequence marker "S" indicates that a row in the Analysis Table
corresponds to a sequence
 A user can assign an unassigned analysis to himself or release an analysis
that was assigned to him to other users by setting the user to "unassigned"
 Only the instruments that are assigned to a Scheduler Agent are shown in
the instrument dropdown list in the Analysis Table of the Sample Scheduler
client
 Use of default values for sample custom parameters as defined in OpenLab
Control Panel

Result Review
 In Result Review analyses can be opened in the Data Analysis via context
menu or Ribbon toolbar
 Sign-Off workflow: Results can be reviewed in the Sample Scheduler Result
Review view before they are submitted to a LIMS
 Review of pdf reports in Result Review view

Configuration
 The Sample Scheduler Configuration has a new function "collect and zip
local log files" to collect all Sample Scheduler client log files automatically
 Remote reconfiguration of Sample Scheduler agents from Sample
Scheduler configuration (update database location and credentials)
 The Sign-off for LIMS is enabled in the Sample Scheduler configuration

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 Revision 2.1 of Sample Scheduler for OpenLab

Web Interface

 The Analysis view is a list view of all or a subset of single run analyses
 The vial position of a single run analysis can be edited in Waiting state
 All analysis and acquisition parameters of a single run can be viewed in
a Details panel
 The following actions can be applied to one or more analyses (single
runs): Schedule, Wait, Restart, Stop, Stop Instrument, Delete
 The Instrument view is a concise view on all instruments and their states in
the lab (lab at glance)
 The instrument tile in collapsed mode shows: instrument name,
instrument type (icon), instrument status, minimized half-circle radar
 In "Running State" the following information is shown in addition:
Elapsed runtime, expected runtime, run progress bar
 The instrument tile in expanded mode shows an enlarged half-circle
radar and a status-related colored information area with instrument
status details
 From the Start page the user can navigate to a filtered queue of analyses
 A Lab Manager Start page provides a numerical overview of the
workload of all instruments in the lab and a graphical overview (half-
circle radar) of the queue of analyses for the entire lab
 An Operator Start page shows the current workload of the logged in
user in a graphical overview (half-circle radar)
 The half-circle radar graphically shows today’s workload and is the
access point to the daily work filtered by pending analyses that require
a user action, queued analyses and analyses in error state.
 Responsive Web Design - The Sample Scheduler Web UI can be viewed on a
mobile device as well as on a desktop PC

Instrument Support
 GC/MS and LC/MS support: same functionality as for GC and LC data, no
SQ MS data analysis functionality in Sample Scheduler Result Review

Sample Scheduler for OpenLab - Release Notes 30

 Revision 2.1 of Sample Scheduler for OpenLab

General
 Seeing analyses assigned to other users is protected by a new user privilege
 Increased robustness of Sample Scheduler services, if they fail to start
during system startup, the system will retry the start
 See elapsed and remaining runtime of a running sample in the Sample
Scheduler client to estimate when the instrument will be available again
 Sample Scheduler user matches CDS user
 The user that schedules a run in Sample Scheduler automatically becomes
the user of record

Infrastructure Support
 SQL Server 2014 & 2016 support
 OpenLab CDS 2.2 support
 Supported configurations with Sample Scheduler for OpenLab revision 2.1:
 OpenLAB CDS 2.1 SR1 Client Server System
 EZChrom A.04.07 SR1 and SR2 Distributed System with Filesystem
backend
 EZChrom A.04.08 Distributed System with Filesystem backend
 EZChrom A.04.08 Update 2 with OpenLab Server 2.1 SR1 as backend
 OpenLAB CDS 2.2 Client Server System
 OpenLAB CDS 2.1 SR1 Client Server System + EZChrom A.04.08 Update
2 Distributed System with a single OpenLab Server backend
 Changes for EZChrom Users
 The following new features will become available for EZChrom users:
 Review of results from within Sample Scheduler
 Sample name and Sample Scheduler ID (required to maintain an
analysis in Sample Scheduler and ensure uniqueness) are now separate
parameters (like for OpenLAB CDS 2.x)
 Separate sample names for front and back injection in dual
simultaneous injection
 No need to update the LIMS - support for both, old XML schema from
Sample Scheduler for EZChrom A.02.0x and new XML schema from
Sample Scheduler for OpenLAB 2.x

Sample Scheduler for OpenLab - Release Notes 31

 Revision 2.1 of Sample Scheduler for OpenLab

 Merge GC front and back injection analyses in Waiting state to be

executed as dual simultaneous injections
 Splitting dual simultaneous injections that were previously merged
 Use of multiple methods in a sequence
 Open EZChrom data files in EZChrom Client Review Mode (only first of
multiple injections)
 The following features are no longer available:
 Quickstart is replaced by the "Add analysis" function
 Mixed Mode
 A project is dedicated to one CDS type "EZChrom" or "OpenLab CDS"
 New Analysis table column "CDS type" differentiates between
"EZChrom" and "OpenLab CDS" analyses
 Mixed mode is only possible with an OpenLab server backend, no
Advanced File System support
 One Shared Services backend (revision 2.1 or higher) for common user,
project, instrument management etc.
 The Sample Scheduler configuration and Sample Scheduler client can
be installed and used either on an EZChrom or OpenLAB CDS client
 The installation supports installing the Sample Scheduler components
on both OpenLAB CDS and EZChrom AICs and Shared Services
originating from an EZChrom or and OpenLAB CDS Distributed System

Migration
 Migration path for an EZChrom A.04.0x / Sample Scheduler A.02.0x C/S
system to Sample Scheduler for OpenLab revision 2.1 and a supported CDS
system

User Information
 New configuration online help is integrated into the Sample Scheduler
Configuration client as HTML help
 Backup & restore procedure for SQL server database described in the
Installation & Configuration Guide
 New user manual: Guide for former Sample Scheduler for EZChrom Edition
User with mapping table of old and new XML commands and SQL queries

Sample Scheduler for OpenLab - Release Notes 32

In This Book

The manual provides the feature updates

introduced with each revision of Sample
Scheduler for OpenLab

www.agilent.com
© Agilent Technologies, Inc. 2017 –2025
Edition 7/2025
D0030580