ECM XT Installation Guide

Agilent OpenLAB 
ECM XT
Installation Guide
Agilent Technologies
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Contents
1 Introduction
About This Guide 6
The Agilent OpenLAB Content Management Software 6
Before You Begin 6
2 Set Up the Windows Server

Configure Windows Server 10
Configure Windows Server Settings 13
Configure Windows updates 13
Set local security policy 14
Set region and language options 16
Set time zone 17
Enable .NET Framework 3.5 18
Prepare Your Microsoft SQL Server for OpenLAB Content Management 20
Prepare Your Oracle Server for OpenLAB Content Management 21
3 Install the OpenLAB Content Management Software

Start the OpenLAB Installer 24
Run the System Configuration Checker 25
Run OpenLAB Content Management Installer 27
Install or upgrade software prerequisites 27
Create or update database schema 31
Install or Upgrade the OpenLAB Content Management 38
Configure OpenLAB Content Management 41
Tune the Java Virtual Machine (JVM) 43
4 Configure the Control Panel for OpenLAB Content Management

Access the Control Panel 46
Create Users 46
Add users (Internal authentication only) 46
Import users (Windows Domain authentication only) 48
Add users to a role 49
Obtain Your License 52
Obtain your software license online 52
OpenLAB ECM XT Installation Guide 3

Create a SubscribeNet account (new users only) 53
Generate your license 53
Obtain Your License Software Offline 54
Install Your License 55
5 Install the OpenLAB Content Management Client

Prepare Third Party Tools 58
Install Adobe PDF Reader 58
Disable Compatibility View in Internet Explorer 59
Run the OpenLAB Content Management Installer 60
6 Install the OpenLAB ECM XT Add-ons

Install the PDF Template Plug-In for Adobe Acrobat 64
Install Import Scheduler 64
Install Import Services 65
7 Run an Installation Verification after Software Installation

About the Software Verification Tool 68
Run the Software Verification Tool 68
8 Uninstall the Software

About Uninstallation 72
Run the OpenLAB Uninstallation Wizard 72
9 Repair the Software

Run the OpenLAB Repair Wizard 76
4 OpenLAB ECM XT Installation Guide

Agilent OpenLAB ECM XT
Installation Guide
1
Introduction
About This Guide 6
The Agilent OpenLAB Content Management Software 6
Before You Begin 6
This chapter gives you an overview of the OpenLAB Content Management

software and the pre-installed requirements.
Agilent Technologies 5
1 Introduction
About This Guide

This installation guide is designed to help system administrators and other
users install the Agilent OpenLAB Content Management software.
The Agilent OpenLAB Content Management Software

The Agilent OpenLAB Content Management centrally stores Agilent OpenLAB
CDS or ICP-MS MassHunter data. It is designed for easy deployment and use
and to accommodate common laboratory workflows.
Before You Begin

1 Acquire administrator privileges for all server and client computers. Power
user privileges are not sufficient (the installation will not start).
2 Decide on a server and directory location to store files related to OpenLAB
Content Management content and indexes. Agilent recommends a dedicated
server for OpenLAB Content Management.
3 Obtain the OpenLAB Content Management server information.
• Database name
• Database administrator user name and password
• Authentication mode - Windows domain and internal authentication are
supported. If you are upgrading and used Windows local authentication
in your last configuration, you must reconfigure your server to use
internal or Windows domain authentication before beginning this
upgrade.
• Administrator user credentials (domain, user name, password)
4 Remove any PostgreSQL server that you have installed outside of the
OpenLAB software.
OpenLAB Content Management cannot use an existing PostgreSQL server
that was installed independently of the OpenLAB software. Only a
PostgreSQL server previously installed by the OpenLAB software can be
used.
5 If upgrading the software, all uploads from the client must be stopped and
the File Upload Queue on the client must be empty before upgrading.

Introduction 1
6 Run the OpenLAB Content Management Installer, and review the PDFs in
the Installer Planning and Resources menus before you install the software.
Under the Installer Planning menu:
• Hardware and Software Requirements - Use this PDF to determine if your
hardware and software will support the system.
• Installation Guide - Use this PDF to review the procedure for installing and
setting up OpenLAB Content Management Server systems as well as
OpenLAB Content Management Client systems.
• Release Notes (readme) - Use this PDF to review the release notes for the
current release of OpenLAB Content Management.
Under the Installer Documentation menu:
• License Agreement - Use this PDF to review the license terms.
• Declaration of Software Quality - Use this PDF to review the Declaration of
Software Validation for OpenLAB Content Management.
• Hardware and Software Requirements - Use this PDF to review the hardware,
software, and network requirements for installing OpenLAB Content
Management.
• Release Notes (readme) - Use this PDF to review the release notes for the
current release of OpenLAB Content Management.
• Installation Guide - Use this PDF to review the procedure for installing and
setting up OpenLAB Content Management Server systems as well as
OpenLAB Content Management Client systems.
• Administration Guide - Use this PDF as a guide for system administrators. It
provides information about administration procedures for your OpenLAB
Content Management system.
• Import Scheduler Installation Guide - Use this PDF to review the procedure
for installing and setting up ECM XT Import Scheduler.

1 Introduction

Installation Guide
2
Set Up the Windows Server
Configure Windows Server 10
Configure Windows Server Settings 13
Prepare Your Microsoft SQL Server for OpenLAB Content
Management 20
Prepare Your Oracle Server for OpenLAB Content Management 21
This chapter describes the necessary installation and configuration of the

Windows Server to prepare it for the installation of the OpenLAB Content
Management server.
Agilent recommends a dedicated server for OpenLAB Content
Management.
Configure Windows Server

Keep your computers disconnected from the Internet until you have installed
the appropriate security patches and hot fixes.
Agilent strongly recommends installation of the latest security fixes and virus
protection prior to connecting to a network.
1 Install Windows Server software. Agilent supports the use of Windows
Server 2012 R2. During the installation of Windows Server, record the
computer name, administrator password, and network settings.
2 Check for Windows updates and apply all critical security updates.
3 Join an existing domain or set up the system in workgroup mode. Changing
the server domain after the installation requires direct consultation with
Agilent Support.
4 Install an antivirus program. To guard your systems against viruses, Agilent

recommends the installation of an antivirus program. Running anitvirus
programs can influence the behavior and performance of your computer.
OpenLAB Content Management was tested to run with Symantec’s Norton
AntiVirus, Trend MicroTM, and McAfee.

Set Up the Windows Server 2
Settings for Trend MicroTM antivirus software

If you use Trend MicroTM as your antivirus software, the following tasks are
recommended to optimize system performance.
Pre-installation task
Turn off Web Reputation. The risk of turning off Web Reputation is that web
traffic through browsing from the machine will not be checked.
Ensure that there is another URL/web scanner on the gateway level to
protect the endpoint, or ensure that the endpoints have limited access to
Internet. These production machines should not have access to Internet
websites, where most of the infections are coming from.
Post-installation tasks
a Real time scan: Add exclusions, and modify the scan direction from
Created/Modified/Retrieved to Created/Modified.
Exclusions ensure that the working directory of Agilent Technologies will
not be scanned. The risk is that only files that are created and changed on
this machine are scanned. Files that are only accessed will be bypassed.
Dormant files that were infected without being noticed at the time they
were created or written to the machine will not be scanned.
Increase the scheduled scan to run daily to ensure all files on the machine
are checked for infections that are dormant or not moving.

b Behavior Monitoring: Add the following list of programs to Approved programs.

C:\Program Files (x86)\Agilent Technologies\...
• OpenLAB Services\UI\Agilent.OpenLab.ControlPanel.exe
• OpenLAB Services\Automation\AutomationServerHost.exe
• OpenLAB Services\Diagnostics\DiagnosticsToolsServiceHost.exe
• OpenLAB Services\Licensing\Flexera\lmadmin.exe
• OpenLAB Services\Licensing\Licensing.Service.Host.exe
• OpenLAB Services\Server\SharedServicesHost.exe
The risk is that if any of the excluded files get infected, it will not be
detected. Trigger a schedule on a daily basis to cover these files.
c Realtime monitoring: Add the following folder to the exclusion list of
Realtime Monitoring settings: C:\Program Files (x86)\Agilent
Technologies
d Confirm that no server role or feature is installed.

Configure Windows Server Settings

These settings optimize the application performance.
Configure Windows updates

1 Click Start > Control Panel > System and Security > Windows Update > Check for
updates.
2 Apply updates.
3 Click Change settings. For Important updates, select Never check for updates.
Disable the other update options.
4 Click OK.

Set local security policy

1 Open Start > Control Panel > Administrative Tools > Local Security Policy.
2 Navigate to Security Settings > Local Policies > Security Options.

3 Double-click Network Access: Sharing and security module for local accounts
listed in the right panel.

4 In the displayed dialog, select Classic - local users authenticate as themselves

from the drop-down list.

Set region and language options

1 Click Start > Control Panel > Region and Language.
2 From the Formats tab, Format list, select English (United States), Chinese
(Simplified PRC), or Japanese (Japan).
3 Click OK.

Set time zone

1 Click Start > Control Panel > Date and Time.
2 From the Date and Time tab, click Change time zone.
3 Select your time zone from the Time zone list, and click OK.
4 Click OK.

Enable .NET Framework 3.5

1 Click Start > Control Panel > Programs and Features.
2 Click Turn Windows features on or off.

3 Enable .Net 3.5 by selecting Microsoft .NET Framework 3.5 (includes .NET 2.0
and 3.0).
This option requires an Internet connection. If the computer has no Internet
access, .NET Framework 3.5 will not install. For more details, see:
http://support.microsoft.com/kb/2785188.
To ensure that all the net.tcp components are properly initialized, non-http
activation must be enabled. Expand .NET Framework 3.5, and select Windows
Communication Foundation Non-HTTP Activation.

Prepare Your Microsoft SQL Server for OpenLAB Content Management

If you plan to use a Microsoft SQL server as your OpenLAB database, complete
these procedures before installing the OpenLAB Content Management
software.
Agilent OpenLAB supports Microsoft SQL Server 2012 Standard or Enterprise
(64-bit) SP4 and Microsoft SQL Server Standard or Enterprise 2014 SP2.
1 Install the Microsoft SQL server.
2 During installation, change the server authentication to mixed mode. See

your Microsoft documentation for additional details on your SQL server
software.
a Click SQL Server Management Studio.
b In the Object Explorer, right-click the server name, and select Properties
from the context menu.
c In the Server Properties dialog, select the Security page.
d Under Server authentication, select SQL Server and Windows Authentication
mode.
e Click OK.
3 Enable the login for user sa.
a In the Object Explorer, navigate to Security > Logins.
b Right-click the user sa, and select Properties from the context menu.
c In the Login Properties dialog, select the General page.
d Provide a strong password.
e Select the Status page.
f Under Login, select Enabled.
g Click OK.
4 Restart the SQL Server service, and log in with SQL Server Authentication.
5 Disable the Reporting Services feature. These services use port 80 and will
conflict with the OpenLAB Content Management web server. See the SQL
user information for details.

Prepare Your Oracle Server for OpenLAB Content Management

If you plan to use an Oracle server for your OpenLAB Content Management
database, it must be installed and configured before installing the OpenLAB
Content Management software. Agilent OpenLAB ECM XT supports 
Oracle 12c R1.
1 Install the Oracle server. During the installation:
a For Oracle 12c R1, do not select Create as Container Database.
b Configure Oracle with the AL32UTF8 database character set.
c Set the password for the SYS & SYSTEM users.
2 Change the server configuration. Unlock the CTXSYS account used for text
indexing, and provide a password.


Installation Guide
3
Install the OpenLAB Content
Management Software
Run the System Configuration Checker 25
Run OpenLAB Content Management Installer 27
Tune the Java Virtual Machine (JVM) 43
The installation is automated by the included OpenLAB Master Installer.

This tool installs the various components of OpenLAB Content
Management.
Use these procedures to install ECM XT or upgrade from OpenLAB Server.

If upgrading, the OpenLAB Installer will be pre-configured with the
OpenLAB Server settings.
Before upgrading, all uploads from the client must be stopped and the File
Upload Queue on the client must be empty.
Start the OpenLAB Installer

To start the OpenLAB Installer,
1 Insert the USB drive and run setup.exe.
2 Select OpenLAB Server, and click OK.

Install the OpenLAB Content Management Software 3
Run the System Configuration Checker

1 From the Planning screen, click System Configuration Checker.
2 Select the OpenLAB Content Management software that you want to install
from the list.
3 Click OK.
4 Enter the Contact Information.
• System Location fields
• System Information fields
• Configuration fields

5 Select Go > Start to begin the software check. A summary report is displayed
showing the results for each check category. Results are expressed as Pass,
Warning, Critical Warning, or Fail.
Fail results must be corrected before continuing with the installation.
Agilent recommends investigating and correcting any Critical Warnings and
Warnings whenever possible before proceeding.
To view details of the report, select the appropriate link: System Hardware
Details or Operating System and Software Details.
6 Select Go > Save Report.
7 Select File > Exit, and click Yes.
8 Click Cancel.
9 Send the saved report to your Agilent Service Representative for evaluation
and validation of your personal computer for Agilent Software Systems
Installs.

Run OpenLAB Content Management Installer

From the OpenLAB Content Management Installer, select Server Installation.
Record and store the selections that you use during this installation in
CAUTION
a different physical location. This information is needed to restore your
system in the unlikely case of your system becoming inoperable due to
a hardware or software failure.
Install or upgrade software prerequisites

1 Click Step 1 - Install or Upgrade Software Prerequisites.

2 Oracle Database Server and Microsoft SQL Server must be installed prior to
the OpenLAB Content Management installation.
If you plan to install the database on a separate server, ensure that the
required ports are open on the firewall and that the users have the required
access and privileges. See Oracle, SQL Server, or PostgreSQL support
documentation for configuring Windows Authentication for these
databases.
Only a PostgreSQL version previously installed by OpenLAB software can
be used. If PostgreSQL is not currently installed or was not installed by
OpenLAB software, you can install it through the OpenLAB Content
Management Prerequisite Installer.
Select the database type, and click Next.
If you select PostgreSQL Server, continue to step 3 on page 29.
If you select Oracle Database Server or Microsoft SQL Server, continue to step 4
on page 30.

3 Enter the Server Name and Port and click Next.

The OpenLAB Content Management software will not install to a server that
uses an underscore character in its name.
Enter the Installation and Database location paths, enter and confirm the
superuser password, and click Next.

4 Click Install.
5 When the installation is complete, click Next.
6 Click Finish.

Create or update database schema

If upgrading, make sure the database schemas are created by a System
Administrator user for SQL Server.
1 Click Step 2 - Create or Update Database Schema.
2 Select the type of database to use for OpenLAB Content Management, and
click Next. By default, the database you chose in “Install or upgrade software
prerequisites" on page 27 will be selected.
If you select PostgreSQL Server, see “For a PostgreSQL Server" on page 32.
If you select Oracle Database Server, see“For an Oracle database server" on
page 34.

If you select Microsoft SQL Server, see “For a Microsoft SQL server" on
page 36.

For a PostgreSQL Server

By default, the information you entered in “Install or upgrade software
prerequisites" on page 27 will be displayed.
1 Select whether you are creating a new database for OpenLAB Content
Management or are connecting to an existing one, and click Next.
2 Click Next.

3 The Schema Information screen displays the databases that are going to be
created for OpenLAB Shared Services and OpenLAB Content Management.
It is recommended that you keep the default Database User.
Click Next.
4 Review the information and click Create Database.

Continue to “Install or Upgrade the OpenLAB Content Management" on
page 38.
5 Click Finish.

For an Oracle database server

1 Select whether you are creating a new database for OpenLAB Content
Management or are connecting to an existing one, and click Next.
2 Click Next.

3 The Schema Information screen displays the databases that are going to be
Click Next.

page 38.

For a Microsoft SQL server

1 Enter the server name, and select Connect to Default Instance or Connect to
Named Instance, and click Next.
The OpenLAB Content Management software will not install to a server that
uses an underscore character in its name.
2 Select the authentication mode. If you select SQL authentication, complete the
Super User and Password fields. Click Next.

3 The Schema Information screen displays the database that are going to be
Click Next.

page 38.

Install or Upgrade the OpenLAB Content Management

If upgrading the software, all uploads from the client must be stopped and the
File Upload Queue on the client must be empty before upgrading.
1 Click Step 3 - Install or Upgrade the OpenLAB Content Management.
2 Review and agree to the license terms and click Next.

3 Select the Installation Folder and click Next.
4 Review the components to be installed and click Install.
During installation, a local Windows user, AgtSfsUser, is created is and

assigned a password that is used in Windows and OpenLAB. AgtSfsUser is
used by OpenLAB for securing local files in OpenLAB Acquisition and
OpenLAB Data Analysis programs.

If your system is under a Windows domain policy that affects passwords

(for example, if it is required that passwords for local users be changed
every 30 days), then the AgtSfsUser password must be updated in Windows
and OpenLAB to comply with the policy. For more information, please see
the Agilent OpenLAB ECM XT Administration Guide.
6 Click Finish.

Configure OpenLAB Content Management

Use the OpenLAB Content Management Server Configuration utility to 
configure or reconfigure an OpenLAB Content Management server in a stand-
alone or clustered configuration.
1 Click Step 4 - Configure OpenLAB Content Management.
2 If you have previously gone through the OpenLAB Content Management

installation and have saved your settings as a configuration file, you can
reuse those settings by importing the configuration file on the Welcome
screen. Click Next.

3 Select the type of database to use for OpenLAB Content Management and
click Next.
4 If prompted, enter your Shared Services credentials, and click OK.
The OpenLAB Installer displays the configuration options for the Database
Type selected in the previous step.
5 Enter the Server Information for your configuration, and click Next.
6 Enter the Schema Information for your configuration, and click Next.
7 Provide path information and access credentials on the Content Paths page.
• The Content Management Storage Path must be a disk or volume with a
large free disk space to meet your requirements.
• The Content Management Index Path should be placed on a fast disk for the
best performance.
8 Click Validate to check your entries. If UNC paths are used, you must
manually validate your path. Validate will not check if the user has read and
write access to the UNC path.
9 Review the server configuration summary, and click Apply.
10 When the configuration is complete, click Done.

Tune the Java Virtual Machine (JVM)

1 From the OpenLAB Server, open an Administrator: 
Command Prompt.
2 Go to C:\Program Files (x86)\Agilent Technologies\OpenLAB Data Store
\tomcat\bin.
3 From the command line, type: 
tomcat7w.exe //ES//AlfrescoTomcat.
4 From the alfrescoTomcat properties window, select the Java tab.
5 Under Java Options, update the -Xmx value based on your server memory.
Required memory settings for server memory configuration:
Server memory GB Memory setting
12 -Xmx4096m
16 -Xmx8192m
24 -Xmx12288m
32 -Xmx16384m
48 -Xmx24576m
64 -Xmx32768m
> 64 Configure half of available memory
WA R N I N G Customers subject to regulations from US FDA or similar

organizations are cautioned that FTP services are enabled by default.
This may be considered as a data integrity risk, and impacted
customers are advised to disable or block FTP services when not
needed. Please refer to the section “Disable the OpenLAB ECM XT
server as an FTP server” in the OpenLAB ECM XT Administration
Guide.

Installation Guide
4
Configure the Control Panel for
OpenLAB Content Management
Access the Control Panel 46
Create Users 46
Obtain Your License 52
Obtain Your License Software Offline 54
Install Your License 55
During the installation, the OpenLAB Content Management server is

automatically activated and configured using internal authentication with
a default user, admin, and password, openlab.
Access the Control Panel

1 Start the Control Panel shortcut on the desktop or go to Start > All Programs >
Agilent Technologies > OpenLAB > OpenLAB Control Panel.
2 Log in with the user, admin, and password, openlab.

On first login, the system requires the user to change this password before
proceeding. You may now change the authentication mode, if required. 
See the Control Panel online Help for more information
Create Users
Add users (Internal authentication only)

1 Click Administration > Users > Create User.
2 Enter a Name and Description for the user.

3 Enter a Password for the user. Confirm the password. Password length is set
under Security Policy.

Configure the Control Panel for OpenLAB Content Management 4
4 Enter the user’s Full Name, Email, and Contact Information if desired. The full
name is used in activity log entries and the welcome message at the lower
right of the Control Panel.
5 Select password options.

• To prevent the user from changing the assigned password, select User
cannot change password.
• To require the user to create a new password the next time they log on,
select User must change password at next logon.
• To allow the user to use the assigned password or change it at any time,
clear User cannot change password and User must change password at next
logon.
• To set the password to never expire, select Password never expires.
6 To create a user profile, but prevent the user from logging onto the Control
Panel, select Account is disabled.
7 Click OK.

Import users (Windows Domain authentication only)

To import users to your system, you must have privileges to obtain user and
group information from the domain.
1 Click Administration > Users > Import.
2 Search within your domain or local computer, and add users to the list of
authenticated OpenLAB users. The user's domain password will be required
to log in to Control Panel.
3 Click OK.

Add users to a role

Use the Control Panel to manage the roles and privileges that affect OpenLAB
Content Management users. You can create custom roles, or assign one or
more of the predefined OpenLAB Content Management roles listed below to
give users varying degrees of OpenLAB Content Management access.

Privileges Content Management Roles
Project: View project or project group • Content Management Reader

View projects in Control Panel; view, preview, download Content • Content Management Contributer
Management content
• Content Management Approver
• Archivist
• System Administrator
• Everything
Project: Edit content of project • Content Management Contributer
Create, update, and copy files and folders • Content Management Approver
• System Administrator
• Everything
Project: E-Signature sign data files • Content Management Approver
Apply electronic signatures to files • System Administrator
• Everything
Operations: Manage PDF Templates • Content Management PDF Template
Apply PDF templates to folders Manager
• Everything
Administrative: Archive content • Archivist
Online archive, Offline archive, and de-archive files and folders • Everything
Administrative: Manage security • System Administrator
Create users, groups, and roles; assign security roles; move and • Everything
delete files and folders in Content Management

1 Click Administration > Roles.

2 Select the role you want to assign to users and click Edit Role.
3 Click Add user or group.
4 Enter a search value and click Search to view a list of users and groups in
your system.

5 Select a user or group, and click Add.
6 Click OK.

Obtain Your License

The license file contains your software license. This file is installed to the
license server, the workstation computer, or the Shared Services Server where
your product was installed. The license file is ‘bound’ to this server address
and cannot be moved to another server.
Information in the license file defines the number of instruments that may be
used concurrently with your system.
Obtain your software license online

The most efficient way to manage and maintain your license is through the
Internet; however, if you lack an Internet connection, see “Obtain Your License
Software Offline" on page 54.
Gather the following information from the lavender envelope containing your
Software Entitlement Certificate. If you have not received a lavender envelope,
contact your vendor or internal support.
• The authorization code label
• The URL for SubscribeNet

Create a SubscribeNet account (new users only)

If you are a new user who has not registered with SubscribeNet, you must first
create an account.
If you are already registered with SubscribeNet, skip to the section, Generate
your license.
1 From any computer with Internet access, enter the SubscribeNet URL in an
Internet browser.
2 Click click HERE to register.
3 Enter the authorization code from the label, and complete the profile
information. The email address you enter will be your login ID.
4 Click Submit.
An account name is generated and displayed. The system will also send an
email message with the following information:
• Account name
• Login ID
• Password
• A link to access your license pool at the SubscribeNet site
Generate your license

1 From your OpenLAB Content Management server, use the link to open the
SubscribeNet site.
2 Log into SubscribeNet using your login ID and password.
3 Select the SubscribeNet account associated with this authorization code, if
you have more than one account.
4 Click Generate licenses from the left navigation bar and follow the prompts to
generate your new license.
• The computer HOST NAME you enter must match the network name of the
computer where the Control Panel is running. Do not include any DNS
suffix (domain.com) references in the entered machine name. If the
computer name or domain are changed after the license is installed, this
license must be removed and a new license must be created in
SubscribeNet, downloaded, and installed.
• The MAC address is that of the Shared Services server. To retrieve your
MAC address, see the Control Panel online Help topic, Manage license
server > To copy MAC address. If the network adapter that provides that
MAC address used during license creation is removed from the machine,
your license will no longer be valid. A new license will need to be
generated with a currently available MAC on the license server.

5 When the system generates the license, click Download License File and save
the license file to your computer and to a backup location (such as a
portable storage device).
Obtain Your License Software Offline

If you lack an Internet connection, you or your local on-site service engineer
can collect the necessary information from you to allow Agilent to create a
license account on your behalf.
1 Collect the required Customer Information.
• Company name
• Lab/department name
• First and last name
• E-mail address
• Phone number
• Address, city, state/province, postal code, country
• The authorization code label provided in the lavender envelope
containing your Software Entitlement Certificate.
2 Contact your local Agilent sales and service center.
Once the required information is provided, Agilent will work on your behalf
to generate a license file through SubscribeNet. The license file will either be
sent to your shipping address on a CD or delivered by your local FSE on a
USB stick.

Install Your License

For your system to be fully operational, you must add your license to the Con-
trol Panel.
1 Start the Control Panel shortcut on the desktop, or go to Start > All Programs >
Agilent Technologies > OpenLAB > OpenLAB Control Panel.
2 Click Administration > Licenses > Add.
3 Click Browse.
4 Navigate to and select the license file (on CD, USB, or network folder), and
click Open.
5 Click OK.


Installation Guide
5
Install the OpenLAB Content
Management Client
Prepare Third Party Tools 58
Run the OpenLAB Content Management Installer 60
Use these procedures to install the software to any number of clients

connected to the server.
The OpenLAB Content Management Client does not need to be installed
when using Agilent OpenLAB CDS.
If upgrading the software (see“Install or Upgrade the OpenLAB Content
Management" on page 39), all uploads from the client must be stopped
and the File Upload Queue on the client must be empty before upgrading.

To start the OpenLAB Installer, insert the USB drive and run setup.exe.
Prepare Third Party Tools

The OpenLAB Installer offers a list of tools that can be installed directly from
the Recommended Software screen before or after the OpenLAB Content
Management installation.
Install Adobe PDF Reader

Adobe Reader is not required for the system to function correctly; however,
Adobe Reader or a similar PDF reader is required to open and review 
documentation available on this installation media.
1 Select Recommended Software, and click Adobe Reader XI.
2 Follow the instructions in the Adobe Reader XI - Setup program to install.

Install the OpenLAB Content Management Client 5
Disable Compatibility View in Internet Explorer

When Compatibility View is turned on, the website you are viewing will be 
displayed as if you were using an earlier version of Internet Explorer.
1 Open Internet Explorer.
2 Select Tools > Compatibility View settings.
3 Clear the Display intranet sites in Compatibility View check box.

Run the OpenLAB Content Management Installer

1 Select Client Installation > Install OpenLAB Content Management Client.
2 Read the terms of the License Agreement. The Client Installation Wizard
provides a printable PDF of the license agreement under the Documentation
option of the main menu.
3 Select I agree with the terms and conditions. You cannot proceed with the
installation until you agree to these terms.
4 Click Next.

Install the OpenLAB Content Management Client 5
5 Type the folder name or browse to the folder where you want to store the
application components, and click Next.
6 Enter your server name and click Test Connection, and then click Next.
After a successful installation, you can access the OpenLAB Content

Management web interface by going to the following URL:
http://<<server>>/datastore/
where <<server>> is the server address on which OpenLAB ECM XT has
been installed.


Installation Guide
6
Install the OpenLAB ECM XT Add-ons
Install the PDF Template Plug-In for Adobe Acrobat 64
Install Import Scheduler 64
Install Import Services 65
Use these procedures to install the OpenLAB ECM XT Add-ons.

The Add-ons can only be installed on a system running OpenLAB Server
with an ECM XT license with Content Management Client installed.

To start the OpenLAB Installer, insert the USB drive and run setup.exe.
Install the PDF Template Plug-In for Adobe Acrobat

Use the PDF Template Plug-In to create PDF templates that can be applied to
files and folders in OpenLAB Content Management. Please refer to the Agilent
OpenLAB ECM XT Hardware and Software Requirements Guide.
A supported version of Adobe Acrobat Professional must be installed prior to
installing the PDF Template Plug-In.
1 From the Add-ons Installation screen, click Install PDF Template Plug-In for Adobe
Acrobat.
3 Keep the default Installation Folder, or type the folder name or browse to the
folder where you want to store the application components, and click Next.
4 Review the Installation Preview, and click Install.
6 Agilent recommends that you reboot your system after the installation is
completed. Select Reboot the computer now, and click Finish to exit the
installer.
Install Import Scheduler

The Import Scheduler add-on program automates the transfer of analytical
data within your laboratory to OpenLAB Content Management.
For information on installing this add-on, please refer to the Agilent OpenLAB
ECM XT Import Scheduler Installation Guide.

Install the OpenLAB ECM XT Add-ons 6
Install Import Services

Use the Import Services program to easily import files from local folders into
OpenLAB Content Management directly from your desktop.
1 On the Add-ons Installation page, click Install Import Services.
3 Keep the default Installation Folder, or type the folder name or browse to the
folder where you want to store the application components, and click Next.
4 Review the Installation Preview, and click Install.
6 Agilent recommends that you reboot your system after the installation is
completed. Select Reboot the computer now, and click Finish to exit the
installer.


Installation Guide
7
Run an Installation Verification after
Software Installation
About the Software Verification Tool 68
Run the Software Verification Tool 68
The Software Verification Tool provides documentary evidence that your

system has been built and installed correctly and that all design
specifications have been met.
About the Software Verification Tool

Because there is a separate installation procedure for each client computer in
your system, you may choose to run the Software Verification Tool during
installation or sometime after your system is completely installed.
Use this procedure if your system is completely installed, and you want to
verify that your system has been built and installed correctly and that all
design specifications have been met.
Run the Software Verification Tool

1 Go to Start > All Programs > Agilent technologies > Software Verification Tool.

Run an Installation Verification after Software Installation 7
2 Select products to qualify, and click Qualify. The system will run the
application and generate a Software Verification Report. If the report
indicates failure, verify the computer requirements, and reinstall the data
system. Do not use the system until the Software Verification Report gives a
pass result.


Installation Guide
8
Uninstall the Software
About Uninstallation 72
Uninstall OpenLAB Content Management 72
This chapter contains information on the uninstallation by using the

OpenLAB Content Management Uninstaller.
8 Uninstall the Software
About Uninstallation
The uninstallation of OpenLAB Content Management is automated by the
OpenLAB Content Management Uninstaller.
To uninstall OpenLAB Content Management, you need to have administrator

privileges for all servers and clients. Power user privileges are not sufficient
(the uninstallation does not start).
If you plan to reinstall OpenLAB Content Management, do not remove
PostgreSQL/Microsoft SQL/Oracle; keep the database intact. Upon
re-installation, select the existing server and OpenLAB Shared Services
database and content directory as the previously installed version of
OpenLAB Content Management.
Uninstall OpenLAB Content Management

1 From the Windows Control Panel, select Programs and Features.
2 Select Agilent OpenLAB Content Management, and click Uninstall. 
The OpenLAB Content Management Uninstaller opens.
3 Click Uninstall to start the uninstallation.
All listed components are automatically uninstalled.
When a component is uninstalled correctly, the status shown in the Status
field of the Uninstall screen changes from Detected to Uninstalled.
To abort the uninstallation, click Cancel.
4 When the uninstallation has finished, click Finish to close the uninstaller.
5 Reboot the system to complete the uninstallation.

Installation Guide
9
Repair the Software
Run the OpenLAB Repair Wizard 76
This chapter contains information on repairing your OpenLAB Content

Management system using the OpenLAB Installer.
The repair of OpenLAB Content Management is automated by the
OpenLAB Content Management Installer.
To repair OpenLAB Content Management, you need to have administrator
privileges for all servers and clients. Power user privileges are not
sufficient (the uninstallation does not start).
Run the OpenLAB Repair Wizard

1 Insert the USB drive and run setup.exe.
2 Select OpenLAB Server, and click OK.
3 From the Server Installation screen, click Step 3 - Install or Upgrade the 
OpenLAB Content Management.

Repair the Software 9
4 Click Repair to start the repair. All listed components are automatically
repaired. To abort the repair, click Cancel.
5 When the repair has finished, click Finish to close the Repair Wizard.
6 Reboot the system to complete the repair.


Agilent Technologies
© Agilent Technologies, Inc.

Printed in USA, March 2018
*M8640-90030*
M8640-90030

ECM XT Installation Guide

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Agilent OpenLAB 

2 Set Up the Windows Server

3 Install the OpenLAB Content Management Software

4 Configure the Control Panel for OpenLAB Content Management

OpenLAB ECM XT Installation Guide 3

5 Install the OpenLAB Content Management Client

6 Install the OpenLAB ECM XT Add-ons

7 Run an Installation Verification after Software Installation

8 Uninstall the Software

9 Repair the Software

4 OpenLAB ECM XT Installation Guide

This chapter gives you an overview of the OpenLAB Content Management

About This Guide

The Agilent OpenLAB Content Management Software

Before You Begin

6 OpenLAB ECM XT Installation Guide

OpenLAB ECM XT Installation Guide 7

8 OpenLAB ECM XT Installation Guide

This chapter describes the necessary installation and configuration of the

Configure Windows Server

4 Install an antivirus program. To guard your systems against viruses, Agilent

10 OpenLAB ECM XT Installation Guide

Settings for Trend MicroTM antivirus software

OpenLAB ECM XT Installation Guide 11

b Behavior Monitoring: Add the following list of programs to Approved programs.

12 OpenLAB ECM XT Installation Guide

Configure Windows Server Settings

Configure Windows updates

OpenLAB ECM XT Installation Guide 13

Set local security policy

2 Navigate to Security Settings > Local Policies > Security Options.

14 OpenLAB ECM XT Installation Guide

4 In the displayed dialog, select Classic - local users authenticate as themselves

OpenLAB ECM XT Installation Guide 15

Set region and language options

16 OpenLAB ECM XT Installation Guide

Set time zone

OpenLAB ECM XT Installation Guide 17

Enable .NET Framework 3.5

2 Click Turn Windows features on or off.

18 OpenLAB ECM XT Installation Guide

OpenLAB ECM XT Installation Guide 19

Prepare Your Microsoft SQL Server for OpenLAB Content Management

2 During installation, change the server authentication to mixed mode. See

20 OpenLAB ECM XT Installation Guide

Prepare Your Oracle Server for OpenLAB Content Management

OpenLAB ECM XT Installation Guide 21

22 OpenLAB ECM XT Installation Guide

The installation is automated by the included OpenLAB Master Installer.

Use these procedures to install ECM XT or upgrade from OpenLAB Server.

Start the OpenLAB Installer

24 OpenLAB ECM XT Installation Guide

Run the System Configuration Checker

OpenLAB ECM XT Installation Guide 25

26 OpenLAB ECM XT Installation Guide

Run OpenLAB Content Management Installer

Install or upgrade software prerequisites

OpenLAB ECM XT Installation Guide 27

28 OpenLAB ECM XT Installation Guide

3 Enter the Server Name and Port and click Next.

OpenLAB ECM XT Installation Guide 29

5 When the installation is complete, click Next.

30 OpenLAB ECM XT Installation Guide

Create or update database schema