Thermo Fisher Scientific Chromeleon-PA Analyzer User guide

Chromeleon-PA Analyzer

User’s Guide

Document No. 031964

Revision 01

October 2003

Printed in the United States of America.

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may be copied or distributed, transmitted, transcribed, stored in a retrieval system, or

transmitted into any human or computer language, in any form or by any means,

electronic, mechanical, magnetic, manual, or otherwise, or disclosed to third parties

without the express written permission of Dionex Corporation, 1228 Titan Way,

Sunnyvale, California 94088-3603 U.S.A.

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HEREINOF WITHOUT OBLIGATION OF DIONEX CORPORATION TO

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TRADEMARKS

Chromeleon is a registered trademark of Dionex Corporation.

OPC is a trademark of the OPC Foundation.

PRINTING HISTORY

Revision 01, October 2003

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Contents

1 • Introducing Chromeleon-PA

1.1 Introducing Chromeleon-PA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

1.2 About the Chromeleon Datasource . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.2.1 Datasource Folder Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.2.2 Changing the Current Datasource . . . . . . . . . . . . . . . . . . . . . . . 6

1.3 About the Analyzer Program User Interface . . . . . . . . . . . . . . . . . . . . . . 7

1.3.1 Program Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

1.3.2 Window Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

1.3.3 Alert Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

1.3.4 Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

1.4 About the Event Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.4.1 Filtering the Event Monitor List . . . . . . . . . . . . . . . . . . . . . . . . 10

1.4.2 Resizing the Event Monitor Window and Column . . . . . . . . . 10

2 • Configuring Analyzers

2.1 About Configuring Analyzers and Systems . . . . . . . . . . . . . . . . . . . . . 11

2.2 About Creating Instrument Control Programs . . . . . . . . . . . . . . . . . . . 12

2.2.1 Example Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

2.3 About Creating Method (QNT) Files . . . . . . . . . . . . . . . . . . . . . . . . . . 13

2.4 Adding Analyzers and Assigning Systems . . . . . . . . . . . . . . . . . . . . . . 14

2.4.1 About the Configuration Tree . . . . . . . . . . . . . . . . . . . . . . . . . 14

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2.4.2 Guidelines for Adding Analyzers . . . . . . . . . . . . . . . . . . . . . . .15

2.4.3 How to Add a New Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . .15

2.5 Removing Analyzers and Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

2.6 Renaming Analyzers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

2.7 Configuring Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

2.8 Configuring Streams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

2.8.1 How to Configure a Stream . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

2.8.2 How to Override the Default Sample Prep Parameters . . . . . . .21

2.9 Creating and Editing Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

2.9.1 How to Create or Edit a Sequence . . . . . . . . . . . . . . . . . . . . . . .23

2.9.2 How to Override the Current Sample Prep Parameters . . . . . . .24

2.9.3 How to Delete a Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

2.10 Assigning Default Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

2.10.1 How to Assign Default Sequences to an Analyzer . . . . . . . . . .26

2.11 Defining Result-Based Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

2.11.1 How to Define a Result-Based Event . . . . . . . . . . . . . . . . . . . .27

2.12 Configuring Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

2.12.1 About Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

2.12.2 Alarm Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

2.12.3 Alarm Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

2.12.4 How Alarm Lights and Relays are Cleared . . . . . . . . . . . . . . .32

2.12.5 Configuring Hardware Alarms . . . . . . . . . . . . . . . . . . . . . . . . .33

2.12.6 Bypassing Streams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

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3 • Analyzing (Running) Sample Streams

3.1 About Analyzing (Running) Sample Streams . . . . . . . . . . . . . . . . . . . . 35

3.2 About Sequence Runs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

3.3 About Sample Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

3.4 About Sample Preparation Overlap . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

3.5 Creating Sequence Batches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

3.6 Running Sample Streams Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

3.7 Controlling Analyzer Runs (Start, Stop, Standby, and Resume) . . . . . 42

3.8 About Operating Individual Systems Offline . . . . . . . . . . . . . . . . . . . . 44

3.9 Taking Systems Offline and Online . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

3.9.1 How to Take a System Offline if the Analyzer is Stopped . . . 45

3.9.2 How to Take a System Offline if the Analyzer is Running . . . 45

3.9.3 How to Bring a System Back Online (Resume) . . . . . . . . . . . . 46

3.10 Running a System Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

3.11 About Processing Result-Based Events . . . . . . . . . . . . . . . . . . . . . . . . 47

3.11.1 Result-Based Event Flow Diagrams . . . . . . . . . . . . . . . . . . . . . 48

3.12 Viewing Chromatograms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

4 • Reporting

4.1 About Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

4.2 About Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

4.3 Enabling and Disabling End-of-Run Reports . . . . . . . . . . . . . . . . . . . . 70

4.4 Scheduling Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

4.5 Suspending a Scheduled Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

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4.6 Modifying a Scheduled Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

4.7 Printing Reports Immediately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

5 • Trending

5.1 About Trending . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

5.2 Defining New Trend Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

5.3 Editing a Trend Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77

5.4 Defining the Trend Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78

5.5 Working with Trend Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

5.6 About the Trend Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

5.7 Changing the Trend Chart Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

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1 • Introducing Chromeleon-PA

1.1 Introducing Chromeleon-PA

Dionex Chromeleon-PA is a client/server-based chromatography data system that

provides software control of the DX-800 Process Analyzer.

Chromeleon-PA is an extended version of the Dionex Chromeleon

chromatography data system. Chromeleon-PA adds process monitoring functions

to the Chromeleon chromatography functions. These functions include sample

stream selection, sample preparation and analysis, configuration of alarms and

conditional responses, and component data trending.

The following sections provide an overview of Chromeleon-PA's main features.

Chromeleon-PA Components

These are the Chromeleon-PA main components:

•Chromeleon Server Configuration program: This program contains

configuration information about the chromatography instrument systems that

are in the DX-800 Process Analyzer. This program is a standard component of

the Chromeleon chromatography data system.

•Chromeleon instrument server: The server controls the data exchange

between the DX-800 Process Analyzer and the Chromeleon-PA computer.

•Chromeleon Server Monitor program: This program is required for starting

and monitoring the chromatography server. This program is a standard

component of the Chromeleon chromatography data system.

•Chromeleon program: This program is the Chromeleon client user interface

for accessing chromatography data and for controlling individual

chromatography instruments. This program is a standard component of the

Chromeleon chromatography data system.

•Analyzer program: This program is the user interface for accessing process

analytical functions. This includes all analyzer-level configuration, control,

results display, and results reporting. This program is unique to

Chromeleon-PA.

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•Datasource: This is the database in which Chromeleon-PA data is stored.

•Chromeleon-PA OPC Interface (Optional): The Chromeleon-PA OPC

(OLE for Process Control) Server allows access to, and limited control of, one

or more DX-800 Process Analyzers by an external OPC-compatible program

(the client). The OPC client uses DX-800 data and/or alarm and event

information for custom applications. The Chromeleon-PA OPC interface

specifications are based on the Axeda FactorySoft OPC™ Toolkit. Refer to

Setting Up Chromeleon-PA (Document No. 031970) for details about the

Chromeleon-PA OPC interface.

The above programs, as well as the datasource and instrument server can be

installed on a single computer or on separate computers, as in the following

example:

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Instrument Configuration

Before Chromeleon-PA can operate the DX-800 Process Analyzer, it needs to

know what instruments are to be controlled and how they are connected. The

Chromeleon Server Configuration program is used to define the instruments in

your analyzer systems. A typical system consists of a CC80 Component

Controller, an analytical pump, and a detector.

After the systems are configured, they are assigned to analyzers. A typical

analyzer consists of one or more systems combined to operate in parallel. An

analyzer is configured to sequentially monitor from 1 to 21 samples. If more than

one sample will be monitored, an optional SS80 Sample Selector is installed on

one of the systems. Chromeleon-PA can control a total of four systems configured

in up to four analyzers. The example in the figure below shows four systems

configured into two analyzers.

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Instrument Control and Data Acquisition

The individual systems handle all low-level instrument control and data

acquisition functions. Programs (created in Chromeleon) contain the commands

required for controlling instrument functions. Sample analysis sequences (created

in the Analyzer program) define the order in which samples are analyzed.

Chromeleon-PA coordinates all instrument control, sample selection and

preparation, injection, and data acquisition functions, as shown in the figure

below:

Data Processing and Trending

At the end of each analysis, Chromeleon-PA processes the data as specified in the

quantification (QNT) method assigned to the system. In addition, Chromeleon-PA

allows data trending (monitoring of data over time). Trend data is displayed

graphically on the trend plot.

Unlike Chromeleon, which can be connected to multiple datasources,

Chromeleon-PA can be attached to only one Chromeleon datasource at a time. All

data from the configured analyzers is stored and retrieved from this single

datasource. The datasource contains all sample data as well as all other

information related to the analyzer: the Chromeleon Audit Trail, Analyzer Event

Log, report templates, alarm configurations, and so on. Chromeleon-PA

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determines the folder structure of the datasource where sample data and other

types of data is stored.

Reporting

Chromeleon-PA provides several reporting and printing options. Individual

sample reports can be printed after each sample run is completed. Summary

reports can also be scheduled to print at specified intervals (for example, daily or

weekly). Scheduled summary reports can be created for individual analyzers,

streams, and/or systems.

Report definition files that define what information to include in the report and

how to organize the report are created in Chromeleon. The schedule for when a

report should be printed is specified in the Analyzer program.

1.2 About the Chromeleon Datasource

Chromeleon-PA can be attached to only one datasource at a time. All data

(including sample data, the Audit Trail, the Analyzer program Event Log, report

templates, alarm configurations, and so on) is stored and retrieved from this

datasource. Chromeleon-PA creates the folder structure of the datasource.

1.2.1 Datasource Folder Structure

When timebases (systems) are created in the Server Configuration

program, Chromeleon creates a top-level folder in the datasource for each

configured system. All programs (PGM files), methods (QNT files), and

report templates (RDF files) for a system must be stored in this top-level

folder. These files are used as templates during daily operation, as

described below.

During daily operation, when the analyzer begins the first sequence of the

day, Chromeleon-PA creates a new folder under the system top-level

folder and names it with the current year, month, and day. All sequences

started on that day are then placed in this subfolder. Each sequence is

named with a 6-digit number to ensure uniqueness. Output PGM and

QNT files, which are copied from the template versions located in the

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top-level folder, are also stored in the sequence folder. You can view the

datasource structure in the Chromeleon Browser.

1.2.2 Changing the Current Datasource

1. To change the current datasource, select Datasource from the

Administration menu. This opens the Datasource dialog box.

2. In the Available Datasources box, select the desired datasource and

click Make Current.

The Available Datasource box contains all of the datasources currently

connected in Chromeleon. If a particular datasource does not appear in

the available list, check to see if it is connected in Chromeleon.

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1.3 About the Analyzer Program User Interface

The Analyzer program user interface is designed to let you easily access program

functions.

The following sections describe the main features of the user interface.

1.3.1 Program Tabs

Clicking one of the three tabs on the Analyzer program window

(Configuration, Run, or Trending) displays a page with controls for the

selected program function.

•Use the Configuration page to configure analyzers and systems before

starting sample processing.

•Use the Run page to control processing of sample streams on the

configured analyzers and systems.

•Use the Trending page to view a graphical display of selected data

over time.

1.3.2 Window Panes

Each program page is divided into left and right panes.

•On the Configuration and Run pages, use the left pane to configure

analyzers. On the Trending page, use the left pane to define trend

lines. The settings selected on the left pane determine the information

displayed on the right pane. For example, on the left pane of the

Configuration page, select an analyzer name to display configuration

properties for the analyzer, or select a system name to display

configuration properties for the system.

•The right pane provides access to most Analyzer program functions.

Use the right pane of the Configuration page to configure streams,

sequences, and result-based events. Use the right pane of the Run

page to control analyzer sequence batch and manual sample runs, and

to control runs on individual systems. Use the right pane of the

Trending page to view plots of the trend lines defined on the left pane.

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1.3.3 Alert Bar

Whenever an event occurs in the Analyzer program (for example, a

sequence is started or an error occurs), the information is displayed across

the alert bar above the program tabs.

After the event is displayed in the alert bar, it is added to the Event

Monitor (see Section 1.4).

1.3.4 Status Bar

Status information for the analyzers and systems is listed across the

bottom of the program window. You can allow the status to scroll through

the analyzers and systems, pausing at each one to briefly display status

information, or you can lock the display to view only a selected analyzer

and/or system.

To lock the status bar display, select the analyzer or system that you want

to view and then click the unlocked icon . The icon changes to locked

. The status bar will now display status for only the selected (locked)

analyzer or system.

In the example status bar shown below, Analyzer 2 is running Sample 1.

The system status is locked on System_A, which is currently running a

program named CC84.

Notes:

•To hide the left pane, click . To show the left pane when it is

hidden, click the vertical bar on the left side of the page.

•To change the width of the left pane, point to the right edge of the pane.

The cursor changes to left and right arrows . Drag the pane to the

desired size.

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1.4 About the Event Monitor

Whenever an event occurs in the Analyzer program (for example, a sequence is

started or a report is printed), the Analyzer program displays the event in the alert

bar at the top of the window. The information is displayed across the alert bar and

then added to the list of events in the Event Monitor window. A notice next to the

Show Event Monitor button displays the number of new items in the list.

Clicking Show Event Monitor opens the Event Monitor window.

The Event Monitor lists all Analyzer program events that have occurred in the

past 7 days.

Notes:

•If an analyzer or system is removed from the configuration, events

generated for the analyzer or system before it was removed will remain

on the list for 7 days after they were generated.

•The items listed in the Event Monitor are separate from and supplemental

to the Audit Trail in Chromeleon. Items shown in the Audit Trail do not

appear in the Event Monitor and vice versa. For example, when running a

sequence, the Event Monitor lists events related to the analyzer (analyzer

started, stream in use, analyzer run completed, etc.), while the Audit Trail

lists messages related to individual system control (start of sample, inject,

autozero, acquisition on, etc.).

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1.4.1 Filtering the Event Monitor List

Each entry in the Event Monitor List indicates the following details:

•The event type ( error, warning, or information)

•The event category (hardware, software, report, or component).

•The analyzer and system that generated the event.

You can filter the list using one or more of these conditions. If filter

conditions are not currently displayed in the window, click Show Filter

Conditions. Then, select or clear the check boxes to view the desired set

of events.

1.4.2 Resizing the Event Monitor Window and Column

To resize the Event Monitor window, position the mouse at the lower right

corner of the window and drag. To change the width of a column, position

the cursor on the right border of the column and drag.

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2 • Configuring Analyzers

2.1 About Configuring Analyzers and Systems

Use the Configuration page to configure analyzers and systems before starting

sample processing.

Analyzer configuration consists of the following basic steps:

•Assigning one or more chromatography instrument systems to the analyzer

The systems assigned to an analyzer configuration operate synchronously to

analyze a series of process sample streams.

•Configuring each system

Each system in the analyzer configuration is assigned default control

programs, a quantification method, a confidence interval, a report format, and

alarm parameters.

•Defining the streams to be analyzed

An analyzer can include definitions for up to 100 streams. These include the

SS80 valve positions (either 7, 14, or 21) and one or more non-valve streams

(these are typically, calibration and check standards). Each stream is assigned

a name and a type (calibration, check standard, sample stream, blank, or

matrix). Optionally, each stream can be assigned sample preparation

parameters (program, injection volume, and internal standard amount), which

override the default parameters assigned to each system.

•Defining sequences

The sequences defined for an analyzer can be used for various functions, such

as running sample analyses, calibrating the analyzer, or running check

standards. The samples in the sequence can also optionally be assigned

sample preparation parameters, which will override parameters assigned to

the stream and the system.

•Assigning default sequences to the analyzer

There are four analyzer functions to which you can assign default sequences:

(1)routine analyzer runs, (2)startup, (3)calibration, and (4)check standards.

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•Defining result-based events

After each sample is run, the results can be compared against pre-defined

conditions. If the results meet at least one of the conditions, an event is

triggered. For example, if the amount of chloride in a sample exceeds a pre-

defined maximum, the check standard sequence is triggered to run.

2.2 About Creating Instrument Control Programs

Instrument control programs are created in Chromeleon with the Program Wizard.

This section provides an overview of the types of programs needed for an

analyzer, guidelines for creating the programs, and example programs. For details

about how to create a program with the Program Wizard, refer to the Chromeleon

Help.

The Analyzer program lets you assign the following four types of programs to a

system:

The Chromeleon Program Wizard is designed primarily for creating programs for

sample analyses (default). Default programs include commands for injection and

data acquisition, which are not used with the Standby, Shutdown, and Overlap

Flush programs.

When you use the Program Wizard to create a Standby, Shutdown, or Overlap

Flush program, delete the following commands from the program after

completing the Wizard:

•Autozero

•ECD_1.AcqOn

•ECD_1.AcqOff

Program Type Used For

Default Running sample analyses.

Standby Placing a system in standby.

Shutdown Shutting down a system.

Overlap Flush Flushing when a sequence is interrupted (for example, if an

alarm occurs).

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2.2.1 Example Programs

Chromeleon-PA provides example program files, which you can refer to

when creating programs for your analyzer. Because every program is

created for a specific system and application, the examples will not work

“as is” with your analyzer, but the principles behind the types of

commands included and the order in which they are listed can be applied

to many systems.

Refer to Setting Up Chromeleon-PA (Document No. 031970) for printouts

and descriptions of the example programs.

The example programs are included in the CM-PA Example datasource

on the Chromeleon-PA installation CD. To connect to the datasource and

view the examples, insert the CD in the drive, go to the Chromeleon

Browser, and select File>Mount Datasource>Browse.

2.3 About Creating Method (QNT) Files

Quantification method files are created in Chromeleon using the QNT Editor and

stored in each system's top-level folder in the Chromeleon datasource. These files

are used as templates during daily operation as described below.

During daily operation, when the Analyzer program runs a sequence, it copies the

template method (QNT) file from the system’s top-level program and saves it with

the sequence. If a sequence includes calibration standards, both the sequence copy

of the method and the template method are updated. This ensures that the updated

calibration information is used for all subsequent sequence runs on that system.

The steps below provide an overview of how to create a method file for

Chromeleon-PA. For detailed instructions, refer to Chromeleon Help. In the

Chromeleon Help keyword index, select QNT Editor>Actions.

Complete the following steps in the Chromeleon client.

1. Create a new method file (select File>New>Method File) or copy one of the

example files included in the Dionex Templates>IC Applications folders

and modify it as required for your system.

2. In the QNT Editor, select the General tab page, and select the Fixed Mode

under Global calibration settings.

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3. Create a sequence that runs the desired number of levels and replicates of the

calibration standards.

4. Run the standards.

5. In the QNT editor, select the Calibration tab and add the standards to

the table (right-click and select Insert Standard).

6. On the Amount Table tab page, enter the amounts of the components

in the standard.

7. On the General tab page, click the Calibrate button to generate the

calibration curve and parameters.

8. Save the calibrated method file in the top-level folder for the system.

2.4 Adding Analyzers and Assigning Systems

Analyzers are added from the configuration tree (the left pane on the

Configuration page). To go to the Configuration page, select the Configuration

tab. If the configuration tree is hidden, click the vertical bar on the left side of the

page.

2.4.1 About the Configuration Tree

The first time the Analyzer program is started, the configuration tree

contains a single branch labeled Unassigned Systems. This branch lists

systems that were configured in the Chromeleon Server Configuration

program and that are not yet assigned to an analyzer.

Note: An analyzer’s configuration cannot be changed while it is running.

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Thermo Fisher Scientific Chromeleon-PA Analyzer User guide

Thermo Fisher Scientific Chromeleon-PA Analyzer User guide

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