Empower AutoArchive Software

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Empower AutoArchive

Software

Installation and Configuration Guide

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NOTICE

The information in this document is subject to change without notice and should not be construed as a commitment by Waters Corporation. Waters Corporation assumes no responsibility for any errors that may appear in this document. This document is believed to be complete and accurate at the time of publication. In no event shall Waters

Corporation be liable for incidental or consequential damages in connection with, or arising from, the use of this document.

© 2002 WATERS CORPORATION. PRINTED IN THE UNITED STATES OF AMERICA. ALL RIGHTS RESERVED. THIS DOCUMENT OR PARTS THEREOF MAY NOT BE REPRODUCED IN ANY FORM WITHOUT THE WRITTEN PERMISSION OF THE PUBLISHER.

Millennium and Waters are registered trademarks, and Empower is a trademark of Waters Corporation.

Microsoft and Windows are registered trademarks of Microsoft Corporation.

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Table of Contents 3

Preface

... 8

Chapter 1 AutoArchive and Information Tracking ... 13

Chapter 2 Installing AutoArchive ... 14

2.1 Hardware and Software Requirements ... 14

2.2 Installing the AutoArchive Option ... 15

Chapter 3 Archiving Projects ... 17

3.1 Choosing a Database ... 17

3.2 Logging In ... 18

3.3 Setting AutoArchive Properties ... 20

3.3.1 Selecting Projects to Track... 21

3.3.2 Specifying the Storage Location of Archived

Files ... 22

3.3.3 Tracking Custom Fields... 25

3.4 Creating Sample Archives... 28

3.5 AutoArchive Cycle ... 29

3.6 Performing an Archive... 30

3.6.1 Using the Windows Scheduler ... 30

3.6.2 Manually Archiving a Project ... 36

3.7 System Audit Trail Entries, Error Messages, and

AutoArchive Status Codes ... 37

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Table of Contents 4

3.7.1 System Audit Trail Entries ... 37

3.7.2 Error Messages ... 38

3.7.3 AutoArchive Status Codes ... 39

Chapter 4 Restoring Archived Projects Using the Wizard ... 43

Chapter 5 Archiving, Restoring, and Removing Records ... 48

5.1 Archiving Project and/or Sample Archive Records ... 48

5.2 Archiving and Removing Project and/or Sample

Archive Records ... 49

5.3 Restoring Archived Records ... 50

5.4 Removing Offline Records from the Table View... 51

Appendix A

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List of Figures 5

2-1

Setup Executable... 16

2-2

Empower Option Setup Dialog Box ... 16

3-1

Select the Archival Database Dialog Box ... 17

3-2

Empower Login Dialog Box... 18

3-3

Empower Pro Window ... 19

3-4

Configuration Manager ... 20

3-5

AutoArchive Properties Dialog Box... 21

3-6

Archival Media Tab... 23

3-7

Login New Archive Media Dialog Box ... 24

3-8

Archive Media Tab with Label and Comments... 25

3-9

Custom Fields Tab ... 26

3-10

Add Custom Field to be Tracked Dialog Box... 27

3-11

Custom Field Test Results Dialog Box... 28

3-12

Create Sample Archives ... 29

3-13

Sample Life Cycle Chart ... 30

3-14

Scheduled Task Wizard ... 31

3-15

Scheduled Task Wizard - Second Page... 31

3-16

Select Program to Schedule Dialog Box... 32

3-17

Name and Frequency Page ... 33

3-18

Time and Day Page ... 33

3-19

Name and Password Page ... 34

3-20

Finish Page ... 35

3-21

Scheduled Tasks in Windows Explorer ... 35

3-22

Manual AutoArchive... 36

3-23

System Audit Trail ... 37

3-24

Message Center ... 38

3-25

View Filter Editor... 40

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List of Figures 6

3-27

View Filter Editor - Sample Archives... 42

4-1

Restore Archive Wizard - Archive List Page ... 44

4-2

Project Name List Page ... 45

4-3

Media Page... 46

4-4

Progress Page ... 47

5-1

Save As Dialog Box ... 49

5-2

Archive and Remove Project/Sample Archive Dialog Box ... 50

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List of Tables 7

2-1

Requirements for AutoArchive Client ... 14

3-1

AutoArchive Options ... 22

3-2

Project AutoArchive Status Codes ... 39

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Preface

The Empower AutoArchive Software Installation and Configuration Guide is intended for system administrators or anyone who will be archiving projects or samples. This guide describes the basics of how to use the Empower™ AutoArchive software option. Using a standard set of data, this guide takes you through the steps of logging in, scheduling an archive, configuring AutoArchive parameters, archiving data, and restoring archived data.

Organization

This guide contains the following:

Chapter 1 provides an overview of the Empower AutoArchive software option and defines information tracking.

Chapter 2 describes how to install the AutoArchive option and defines hardware requirements and installation options.

Chapter 3 describes the AutoArchive process, including selecting an archival

database, configuring AutoArchive properties, scheduling an archive, and performing a manual archive.

Chapter 4 describes the AutoArchive retrieval process using the wizard. Chapter 5 describes archiving, removing, and restoring records. Appendix A describes sample and custom field tracking.

Printing This Electronic Document

Adobe Acrobat Reader lets you easily print pages, page ranges, or the entire document by selecting File > Print. For optimum print quantity, Waters recommends that you specify a PostScript® printer driver for your printer. Ideally, use a printer that supports 600 dpi print resolution.

Documentation Conventions

The following conventions can be used in this guide:

Convention Usage

Purple Purple text indicates user action such as keys to press, menu selec-tions, and commands. For example, “Click Next to go to the next page.”

Italic Italic indicates information that you supply such as variables. It also indicates emphasis and document titles. For example, “Replace file_name with the actual name of your file.”

Courier Courier indicates examples of source code and system output. For example, “The SVRMGR> prompt appears.”

Courier Bold Courier bold indicates characters that you type or keys you press in examples of source code. For example, “At the LSNRCTL> prompt, enter set password oracle to access Oracle.”

Underlined Blue Indicates hypertext cross-references to a specific chapter, section, subsection, or sidehead. Clicking this topic using the hand symbol brings you to this topic within the document. Right-clicking and selecting Go Back from the shortcut menu returns you to the origi-nating topic. For example, “Archived files can be stored on either a network drive or on some type of archive media as described in Section 3.3.2, Specifying the Storage Location of Archived Files.” Keys The word key refers to a computer key on the keypad or keyboard.

Screen keys refer to the keys on the instrument located immedi-ately below the screen. For example, “The A/B screen key on the 2414 Detector displays the selected channel.”

… Three periods indicate that more of the same type of item can optionally follow. For example, “You can store filename1, filename2, … in each folder.”

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Notes

Notes call out information that is helpful to the operator. For example:

Note: Record your result before you proceed to the next step.

Attentions

Attentions provide information about preventing damage to the system or equipment. For example:

Cautions

Cautions provide information essential to the safety of the operator. For example:

STOP

Attention: To avoid damaging the detector flow cell, do not touch the flow cell window.

Caution: To avoid burns, turn off the lamp at least 30 minutes before removing it for replacement or adjustment.

Caution: To avoid electrical shock and injury, turn off the detector and unplug the power cord before performing maintenance procedures.

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Chapter 1 AutoArchive and Information

Tracking

Empower™ AutoArchive software automates the project backup process and provides a mechanism to locate samples after they have been archived. You can easily retrieve archived data because samples are logged when they are generated and their location is tracked as they move through their life cycle. To simplify the search and retrieval process, additional project and sample archive views were added to Configuration Manager allowing tracking, searching, and retrieval of projects and their samples. You can either manually archive a project and samples, or schedule an archive task using the Windows® Scheduler.

AutoArchive is a separate option for Empower software and it is available for Empower Personal, Workgroup, and Enterprise configurations.

AutoArchive allows you to track project information, sample information, and sample custom fields. Tracking samples is the primary purpose of AutoArchive.

If archived samples are retrieved, the entire project is retrieved including: • All associated channels

• Injections • Methods

• A complete sample set • All results

• All result sets

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Hardware and Software Requirements 14

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Chapter 2 Installing AutoArchive

This chapter lists the hardware and software requirements for the AutoArchive option, and describes the software installation process.

Note: Before you install the AutoArchive option, ensure that the Empower software is installed.

2.1 Hardware and Software Requirements

Table 2-1 describes the AutoArchive client minimum hardware and software configuration. Table 2-1 Requirements for AutoArchive Client

Component Minimum

Computer with keyboard and mouse

Windows XP Professional: Intel

®

Pentium

®

II

(or equivalent), 333 MHz or Windows 2000

Professional

Random access memory (RAM)

256 MB

Hard disk drive

4 GB

Disk drive

3.5 inch, 1.44 MB

CD-ROM drive

Required

Monitor

Required

Graphics capability

Minimum: 800

×

600, 256 colors

Recommended: 1024

×

768, 64K colors

Printer

Any printer supported by Windows XP

Profes-sional or Windows 2000 ProfesProfes-sional

Operating system and graphical user

interface

Windows XP Professional or Windows 2000

Professional with Service Pack 2

Application software

Empower software

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Installing AutoArchive 15

2 Drive

The client must support at least one read/write drive that is designated as the AutoArchive drive. The AutoArchive program uses this drive to store the archived data. You can retrieve archived data from any read/write or read-only drive capable of reading the archive media except tape drives.

Archive Client Database Support

An archive client supports autoarchives for only one database. If you have more than one database, you must purchase a separate AutoArchive option.

2.2 Installing the AutoArchive Option

The AutoArchive option is on a disk.

To install the Empower AutoArchive option:

1. Insert the Empower AutoArchive disk into the disk drive. In Windows Explorer, the Setup executable appears (Figure 2-1).

STOP

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Installing the AutoArchive Option 16

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Figure 2-1 Setup Executable

2. Double-click the Setup file. As the Setup executable runs, a message informs you that the option is initializing. The Empower Option Setup dialog box appears (Figure 2-2).

Figure 2-2 Empower Option Setup Dialog Box

3. Select the database that the AutoArchive client will support. For Empower Personal configurations, select Local, then click OK. For Empower Enterprise configurations, select the AutoArchive database, then click OK. A success message appears and the AutoArchive option is now installed on the designated AutoArchive client.

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Choosing a Database 17

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Chapter 3 Archiving Projects

This chapter describes how to configure the AutoArchive option and archive a project and sample. It also explains the archive cycle.

3.1 Choosing a Database

You must first choose the database that the AutoArchive client will support. To choose the AutoArchive database:

1. Select Start > Programs > Empower > SetArchive Database. The Select the Archival Database dialog box appears (Figure 3-1).

Figure 3-1 Select the Archival Database Dialog Box

2. From the Database list, select the database where your project and sample data reside. For an Empower Personal workstation, select Local.

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Archiving Projects 18

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3. Select the Password Protect this Dialog check box.

4. Enter a password (minimum four characters).

5. Reenter the password for confirmation, then click OK.

The next time you run the Set Archive Database executable, the Please Enter Password dialog box appears and prompts you to enter a password.

3.2 Logging In

Note: This guide uses the Empower Pro interface. If you do not have access to this interface, see your system administrator.

To log in to Empower software:

1. Start Empower software, by selecting Start > Programs (for Windows XP, All Programs) > Empower > Empower Login. The Empower Login dialog box appears (Figure 3-2).

Figure 3-2 Empower Login Dialog Box

2. Enter your user name and password. If you do not know your user name or password, see your system administrator.

3. If you are using an Empower Enterprise or Workgroup system, select the correct database from the Database list. This list appears only when you are connected to an Enterprise or Workgroup system.

4. Click Advanced and verify that the Requested Interface field is set to Pro. If you cannot select the Empower Pro interface, see your system administrator.

STOP

Attention: Waters recommends that you password protect the Select the Archival Database dialog box. Password protection ensures that only one person designates the archival database.

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Logging In 19

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5. Click OK. The Empower Pro window appears (Figure 3-3).

Figure 3-3 Empower Pro Window

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Figure 3-4 Configuration Manager

Note: Four new views are added to Configuration Manager when the AutoArchive option is installed: Project Archives, Sample Archives, Offline Project Archives, and Offline Sample Archives. See Chapter 5, Archiving, Restoring, and Removing Records, for more information about these views.

3.3 Setting AutoArchive Properties

Before you can archive projects and samples, you must set these AutoArchive properties in the AutoArchive Properties dialog box:

• How to select projects to be tracked

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Setting AutoArchive Properties 21

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When a project is archived, the information stored on the archive media is the same information that is stored in an Empower project backup. The archive media contains a raw data tree that is similar to the Empower raw data tree, but contains a separate directory for each project archive performed on that media. When AutoArchive runs, the system performs the archive cycle as specified in the AutoArchive Properties dialog box, General Tab. AutoArchive archives the following files:

• .exp (a file copy of the database for a project)

• .inf file (the setup information required to restore a project back into the database) • .dat files (sample raw data files; e.g., d10004.dat, where 1004 is the channel ID)

Note: Not all projects contain raw data files.

The AutoArchive Properties dialog box has three tabs: General, Archival Media, and Custom Fields (Figure 3-5). To view this dialog box, in Configuration Manager, select View > AutoArchive Properties.

3.3.1 Selecting Projects to Track

The General tab (Figure 3-5) consists of a check box to turn AutoArchive on or off and the AutoArchive Options section.

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3 Enabling AutoArchive

To enable AutoArchive, select the Enable AutoArchive check box. If you clear this check

box and schedule an AutoArchive through the Windows Scheduler, the AutoArchive will not be performed. You must select this check box to perform both scheduled and manual archives.

Specifying AutoArchive Options

The AutoArchive Options section allows you to specify which projects are archived and how often they are archived. Table 3-1 describes each scenario.

Selecting Multiple Projects to AutoArchive

Note: Select the Enable AutoArchive check box to perform AutoArchives. You can perform AutoArchive on multiple projects by:

1. In Projects view of Configuration Manager, select the AutoArchive check box for the first project that you want to AutoArchive.

2. Press Ctrl-D, all projects below the selected row in the Projects table are selected for AutoArchive.

Note: To select multiple continuous rows of data, click the first row in the block, press Shift, then click the last row in the block. All rows in the block are highlighted. To select multiple noncontinuous rows of data, press Ctrl while clicking the number of each row. Each row is highlighted.

3.3.2 Specifying the Storage Location of Archived Files

Use the Archival Media tab (Figure 3-6) to designate the storage location of the archived data files. Archived files can be stored on either a network drive or on some type of archive media. If you store the archived project and samples file on local media, you should supply a volume label.

Table 3-1 AutoArchive Options

Archive Setting

Archive Projects

Setting Result

All Always Archives every project in that database.

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Figure 3-6 Archival Media Tab

To select the storage location for archived projects and samples:

1. From the Drive list, select the drive where the data will be stored. The Drive field identifies:

• The drive letter

• The type of device: media, local, or remote network location • The volume label

If you choose a media drive, and there is no media in the drive, the selection appears as “not ready” (e.g., E:\CD-RW not ready means the CD Read/Write drive on drive E is not ready because a CD is not in the disk drive).

Note: If you insert an unformatted CD into the disk drive, the drive does not appear in the list. Format the CD, insert it into the drive, and the drive will appear in the list. When you select a drive, the current volume label appears in two places: as part of the Drive path and in the Current Volume Label field (Figure 3-7). As the system reads the current volume label, it determines the space available on the media for writing and displays it as a percentage in the progress indicator.

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Figure 3-7 Login New Archive Media Dialog Box

Note: If the Current Volume Label field does not appear, the volume was not labeled. If archives have not been written to a media type archive drive and you want to label the volume, you can enter the new label in the Current Volume Label field. If you want to label the volume and this is not a media drive, you can label it using Windows Explorer. Select the drive, right-click Properties, and enter the volume label in the Label field.

3. Enter a current volume comment to describe the archived projects on the media (e.g., Aug. 02 Dissolution Projects).

Note: You must provide a comment for archive media. The volume label and comment cannot be changed in this dialog box after archives are written to the media.

4. Click OK. The Logged in Volume Label now matches the current volume label and the volume now contains a comment (Figure 3-8).

STOP

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‘

Figure 3-8 Archive Media Tab with Label and Comments

Archive Media and Progress Indicator

When you log in new media, the amount of free space is determined and displayed in the progress indicator. At the beginning of each project archive, the AutoArchive executable determines the amount of free space available on the archive media. If there is enough free space on the media for this project, (10 MB is added to the estimated requirement to ensure success), this project is AutoArchived. If there is not enough space on the media, the AutoArchive process for this project stops and a message is sent to the System Audit Trail. The AutoArchive process then continues and archives any project that fits on the archive media.

Refresh

If you click Refresh, the system rereads and redisplays the current volume comment, volume label, and the size.

3.3.3 Tracking Custom Fields

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Figure 3-9 Custom Fields Tab

Projects can contain sample custom fields. A sample custom field can be used in multiple projects and tracked. The Custom Fields tab shows all sample custom fields that are currently being tracked.

In this tab, you can add, remove, and test a custom field that is being tracked.

Note: You cannot remove the SampleName custom field from the list. To add a custom field:

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Figure 3-10 Add Custom Field to be Tracked Dialog Box

2. Select a project from the Project list. All sample custom fields associated with the project you specified appear.

3. Select a custom field from the Custom Fields in Selected Project list.

4. Click OK. The AutoArchive Properties dialog box reappears with the custom field you just added.

5. Click OK to close the AutoArchive Properties dialog box. The sample custom field will now be tracked and can be added to your customized Sample Archives view filter.

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Figure 3-11 Custom Field Test Results Dialog Box To remove a custom field and prevent it from being tracked:

1. In the Custom Fields tab of the AutoArchive Properties dialog box, select the custom field from the Custom Fields Being Tracked list.

2. Click Remove. It will no longer be tracked in the Sample Archives table.

3.4 Creating Sample Archives

After you install AutoArchive, samples that are created or processed will automatically appear in the Sample Archives view of Configuration Manager. You must capture the samples that were on your system before you installed AutoArchive by using Create Sample Archives.

To create sample archives:

1. From Configuration Manager, select the Projects view, then select the project(s) for which sample archives should be created.

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AutoArchive Cycle 29

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Figure 3-12 Create Sample Archives

3.5 AutoArchive Cycle

In an AutoArchive cycle, the system makes one pass to determine if a project requires archiving. When a project is archived, information is stored in a new subdirectory on the archive media. This subdirectory contains a database export file, a project information file, and raw data files.

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changes to archived. The sample’s data can be retrieved based on the information stored during the last archive. Figure 3-13 shows the life cycle of a sample.

Figure 3-13 Sample Life Cycle Chart

3.6 Performing an Archive

Two ways to perform an archive are:

• Scheduled, using a task in the Windows Scheduler • Manually, using the Manual Archive option

3.6.1 Using the Windows Scheduler

To access the Scheduler:

1. Select Settings > Control Panel > Scheduled Tasks > Add Scheduled Tasks. The Scheduled Task Wizard appears (Figure 3-14).

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Performing an Archive 31

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Figure 3-14 Scheduled Task Wizard

2. Click Next. The second page of the Scheduled Task Wizard appears (Figure 3-15).

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3. Click Browse and browse to the path that contains the Empower\Bin directory. The Select Program to Schedule dialog box appears (Figure 3-16).

Figure 3-16 Select Program to Schedule Dialog Box

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Figure 3-17 Name and Frequency Page

5. Enter autoarchive as the name of the task to be performed. Click the frequency (daily, weekly, monthly, etc.) that you want to run the AutoArchive executable, then click Next. The Time and Day page appears (Figure 3-18).

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6. Specify the Start time, how often to run the AutoArchive executable, and the day(s) of the week (depending on the frequency you chose on the previous page). Click

Next. The Name and Password page appears (Figure 3-19).

Figure 3-19 Name and Password Page

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Figure 3-20 Finish Page

8. Click Finish. The Windows Scheduler adds the AutoArchive task, which can be viewed in Windows Explorer (Figure 3-21).

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3 3.6.2 Manually Archiving a Project

You can manually archive a project at any time. To manually archive a project:

1. From Configuration Manager, select Projects, then click the row number to select the projects that you want to archive.

Note: To select multiple continuous rows of data, click the first row in the block, press Shift, then click the last row in the block. All rows in the block are highlighted. To select multiple noncontinuous rows of data, click the first row, press Ctrl, then click the next row. Continue Ctrl-clicking until the desired rows are selected. Selected rows are highlighted.

2. Right-click and select Manual Archive. AutoArchive archives the selected project(s) (Figure 3-22).

Note: To perform manual archives, you must have the Backup Projects privilege.

Figure 3-22 Manual AutoArchive

STOP

Attention: Before you perform a manual archive, ensure the archive media is properly logged in and available in the archive media drive. See

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System Audit Trail Entries, Error Messages, and AutoArchive Status Codes 37

3 3.7 System Audit Trail Entries, Error Messages, and

AutoArchive Status Codes

Every action in the archive process is audited: the start of the archive process, status of each project archive, and the end of the process. If the archive process fails, an error message does not appear during the archive process to inform you that something has gone wrong. To determine the success or failure of the archive process, check the System Audit Trail and Message Center.

3.7.1 System Audit Trail Entries

To determine if your archive was successful, from Configuration Manager, select System Audit Trail (Figure 3-23).

Figure 3-23 System Audit Trail

Each time AutoArchive is run, the system documents every action of the process. If the AutoArchive process succeeds, these messages appear in the System Audit Trail:

• Started AutoArchive Process

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Unsuccessful messages include these: • Unmatched Volume Labels • AutoArchive turned off

• User cancelled archive process • And so on

3.7.2 Error Messages

To determine if there was an error with the AutoArchive process, check the Message Center.

The Message Center starts, and appears as a blue icon in the system tray whenever an Empower application, such as QuickStart or Configuration Manager, starts.

Note: If an error message was logged, the color of the message Center icon will be red. To access the Message Center, double-click the Message Center icon in the system tray at the bottom of the window (Figure 3-24).

Figure 3-24 Message Center

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3 3.7.3 AutoArchive Status Codes

The codes in Table 3-2 describe the success or failure of the AutoArchive process. The Archive Status column is available in the Project Archives and Sample Archive views.

Table 3-3 describes the sample life cycle during the archive process.

View Filters

View filters allow you to control the display and sorting of information in a Configuration Manager view.

Installing the AutoArchive option provides access to new fields in the Projects view filter. To monitor the archival process, you must create a customized view filter for the Projects view. The default view filter in Configuration Manager does not show the archive status or any archival information.

To create a customized view filter, click Edit View in Configuration Manager while in the Projects view. The View Filter Editor appears (Figure 3-25).

Table 3-2 Project AutoArchive Status Codes

Status Code Definition

Completed

Successfully

An AutoArchive cycle completed successfully.

User Cancelled

During the AutoArchive cycle, the user selected Cancel.

Completed with

Errors

The AutoArchive cycle completed with errors which may be

listed in the System Audit Trail or in the Message Center.

In Process

An AutoArchive is currently in process.

Table 3-3 Sample Life Cycle Status Codes

Archive Status Definition

On-Line

The project containing this sample is currently online.

On-Line/Archived

The project containing this sample is currently online and has

gone through an AutoArchive cycle.

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Figure 3-25 View Filter Editor

The Type list has five view filter types that contain AutoArchival fields: Projects, Project Archives, Sample Archives, Offline Project Archives, and Offline Sample Archives. When you create a customized view filter, the fields you choose appear in Configuration Manager. Create a customized view filter for the Projects view to monitor the archival process. Project Archives and Sample Archives have a default view filter and do not require customizing.

For information about creating view filters, see the Empower Help.

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Figure 3-26 Last7Days View Filter

The Last7Days view filter displays projects archived within the last seven days in the Project Archives view and samples acquired (not archived) in the last seven days in the Samples Archives view. Last7Days view filter is an example of how to customize view filters by using conditions. For more information about creating conditions in a view filter, see Empower Help.

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Chapter 4 Restoring Archived Projects

Using the Wizard

After archiving a project, you can retrieve it whether or not it is an active project. A project must have an archive status (Project Archives view in Configuration Manager) of

Completed Successfully to be completely restored.

Samples associated with a project(s) can have the following archive status: • On-Line (before Archive)

• On-Line/Archived (after Archive) • Archived (project deleted)

If a sample has an Archive ID, it is an archived sample. You cannot archive and restore individual samples. You archive samples by archiving the project which archives all individual samples associated with the project. When you restore a project or sample, all individual samples from that project are also restored.

Note: You must have the Restore Archives privilege to restore archived projects or samples.

To restore archived projects or samples using the wizard:

1. From Configuration Manager, select the Project Archives or Sample Archives

view, then select the projects or samples to restore. Right-click and select Restore Project(s) from Archive or Restore Sample(s) from Archive. The Restore Archive Wizard - Archive List page appears and lists all stored media you will need in order to restore the selected data (Figure 4-1).

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Restoring Archived Projects Using the Wizard 44

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Figure 4-1 Restore Archive Wizard - Archive List Page

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3. Ensure that you have the archive media containing the projects and samples that you want to restore, then click Next. The Project Name List page appears (Figure 4-2).

Figure 4-2 Project Name List Page

This page allows you to rename the Retrieved Project Name. To rename the retrieved archive name, delete the current name and enter a new one.

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Restoring Archived Projects Using the Wizard 46

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4. Click Next. The Media page appears (Figure 4-3).

Figure 4-3 Media Page

The volume label and comment of the project you are restoring must match the volume label and comment on the current archival media. If the volume label and comment do not match, you cannot restore the project or samples until the proper media is selected and available.

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6. Click Next. The Progress page appears (Figure 4-4). This page displays the progress of each project restoration.

Figure 4-4 Progress Page

7. Click Finish when the process is complete. If there are more projects scheduled for retrieval, the remainder of the projects on this media are retrieved. If another drive or media is required, the Restore Archive Wizard - Media page appears to verify the next archive source and the restoration process continues. The projects are now available and can be viewed in the Projects view in Configuration Manager.

STOP

Attention: For a multiple-project restoration, AutoArchive retrieves each project one at time and displays which project it currently has open

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Archiving Project and/or Sample Archive Records 48

5

Chapter 5 Archiving, Restoring, and

Removing Records

The AutoArchive option creates these four Configuration Manager views: Project Archives, Sample Archives, Offline Project Archives, and Offline Sample Archives. The Records menu in Configuration Manager contains these commands:

• Project/Sample Archive > Archive

• Project/Sample Archive > Archive and Remove • Offline Project/Sample Archives > Clear

• Offline Project/Sample Archives > Restore Offline Archives

Using the Project/Sample Archive command, you can archive or archive and remove records. Over time the Sample Archives table can become quite lengthy with archived records. To clear the Project Archives and Sample Archives views, you can archive or archive and remove project and sample archives. Archiving backs up records in the project and sample archive views in a binary or text format. The Archive and Remove command removes project and sample records that were previously deleted from the database by a specified archive date.

From the Offline Project/Sample Archives command, you can clear or restore offline records. If you create an archive file of project and sample records in binary format, you can restore the archived records and view them in Offline Project Archives or Offline Sample Archives view in Configuration Manager. The records are offline because they are a snapshot of the records that were archived; they are not updated. Clearing offline records removes all entries from both the Offline Project Archives or Sample Archives view simultaneously.

5.1 Archiving Project and/or Sample Archive Records

Note: You must have the Remove Sample Archives privilege to perform this function. To archive project and/or sample archive records:

1. From Configuration Manager, select Records > Project/Sample Archive > Archive. Or in the Project Archives or Sample Archives view, right-click and select

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Archiving, Restoring, and Removing Records 49

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backed up archives as text files, select Text. The Save As dialog box appears (Figure 5-1).

Figure 5-1 Save As Dialog Box

Note: Only records stored in binary format can be restored to the Offline Project Archives and Offline Sample Archive view in Configuration Manager. Text files cannot be restored. Binary format is recommended.

2. Select the folder for the archived file. The default folder is Empower > Restore. Empower software supplies a file name for your archived file that includes today’s date. You can change this file name, but you cannot change the file extension. 3. Click Save.

5.2 Archiving and Removing Project and/or Sample

Archive Records

The Archive and Remove command removes project and sample records that were previously deleted from the database by a specified archive date.

Note: You need the Remove Sample Archives privilege to perform this function. To archive and remove project and sample archive records:

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Restoring Archived Records 50

5

Figure 5-2 Archive and Remove Project/Sample Archive Dialog Box

2. Select the type of file to create when archiving and removing the records: Binary or Text.

3. Specify the date to archive in order for the system to remove all records created before that date.

4. Click OK to access the Save As dialog box.

5. Select the folder for the archived file. Empower software supplies a file name for your archived file that includes today’s date. You can change this file name, but you cannot change the file extension.

6. Click Save. If you choose to save the archived records as text files, a message informs you that you should archive the text file information to a secure location. 7. Click OK.

5.3 Restoring Archived Records

Note: You need the Clear/Restore Offline Archives privilege to perform this function. To restore a project and sample archive records from a binary file:

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Archiving, Restoring, and Removing Records 51

5

Figure 5-3 Restore Offline Project Archives Dialog Box 2. Select the archived files that you want to restore, then click Open.

3. The offline archive file is restored and can be viewed in the Offline Project Archives or Offline Sample Archives view.

Note: You can restore a project from the Offline Project Archives or Offline Sample Archives view. Select project(s) or sample(s) from the Offline Project Archives or Offline Sample Archives table, right-click and select Restore Projects or Sample(s) from Archive. The Restore Archive wizard appears and allows you to restore the projects and samples, (see Chapter 4, Restoring Archived Projects Using the Wizard).

5.4 Removing Offline Records from the Table View

Note: You need the Clear/Restore Offline Archives privilege to perform this function. To remove all entries from the Offline Project Archives or Offline Sample Archives view:

1. From Configuration Manager, select Records > Offline Project/Sample Archives > Clear. Or in either the Offline Project Archives or Offline Sample Archives view, right-click and select Clear.

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Tracking Samples and Custom Fields 52

A

Appendix A

Tracking Samples and

Custom Fields

This appendix further describes the sample and custom fields tracking process in AutoArchive.

Samples

AutoArchive tracks samples, not injections, as they move through their life cycle. If you delete an injection from a sample set that contains multiple injections with the same name, the status of the sample appears as both Online/Archived and Archived. Normally the status of a sample would not be Archived until the sample is deleted. If you want to restore the deleted injection, you must restore the last autoarchive of the project.

Custom Fields

When you select a custom field to be tracked and later remove the custom field from the project, it will appear in the Sample Archives table until you remove it from the Custom Fields to be Tracked dialog box.

Changes to Custom Fields

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Index 53

I

N

D

E

X

A

Adding custom fields

26 Archival Media tab

22

progress indicator

25 Archive cycles

29 Archive media

current volume label

23 free space available

25 logging in new media

23 selecting

23 Archive process progress indicator

25 status codes

43 Archived samples definition

13 restoring

43 Archiving manually

36

project or sample archive records

48 using Windows 2000 Scheduler

30 AutoArchive custom fields

25 cycles

29 database

15 drive requirements

15 error messages

38 files archived

21 hardware requirements

14 information tracking

13 installing

14

,

15 logging in

18 options

22 process

17 properties

20 restoring projects

43 scheduling an archive

30 status codes

39 views

20

,

48

AutoArchive option, installing

15 AutoArchive properties

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Index 54

I

N

D

E

X

D

Database AutoArchive

15 choosing

17 Documentation conventions

11 related

8 Drive requirements

15

E

Empower Login dialog box

19 Empower Pro window

19 Enabling AutoArchive

22 Error messages

AutoArchive

38 System Audit Trail

37

H

Hardware requirements, AutoArchive client

14

I

Information tracking

13 Installing AutoArchive

14

,

15 AutoArchive option

15

L

Life Cycle chart

30

Logging in to AutoArchive

18 Login defaults

18

Login New Archive Media dialog box

23

M

Manually archiving projects

36 enabling

22

Message Center messages

37 Multiple projects, restoring

43 Multiple samples, restoring

43

O

Offline files, restoring

49 Options, AutoArchive

22

P

Password protection

18 Password, default

18 Progress indicator

25 Projects restoring

43 restoring multiple

43 Properties, AutoArchive

20

R

Refreshing the display

25 Related documentation

8 Removing

custom fields

28

projects or sample archives

49 Requirements

hardware

14 software

14

Restore Archive Wizard

43 Restoring

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Index 55

I

N

D

E

X

S

Sample archives, creating

28 Sample Life Cycle chart

30 Samples

restoring multiple

43 status

43

Scheduled archives

22 Scheduled Task Wizard

30 Selecting

archive media

23 database

17 Software

installing AutoArchive option

15 requirements

14

Space, available

25 Status codes

archive process

43 AutoArchive

39

System Audit Trail messages

37 System password

18

T

Tasks, scheduling

30 Testing custom fields

27

Tracking sample custom fields

25

,

52