Mettler Toledo Easy Direct PAM Operating instructions

EasyDirect™ Pipette Asset Management

v2.2

Installation Instructions

30409431E8/12/2019 7:34 AM- Schema ST4 PDF engine -Layout by Victor Mahler

EasyDirect™ Pipette Asset Management

Table of Contents

1 Introduction 3

1.1 Audience..................................................................................................................... 3

1.2 Purpose of this Document............................................................................................. 3

1.3 Related Documents...................................................................................................... 3

1.4 End User License Agreement (EULA) and disclaimer ........................................................ 3

1.5 Use of third party licenses............................................................................................. 3

2 EasyDirect PAM System Overview 4

3 Preparing the installation 6

3.1 System Requirements................................................................................................... 6

3.1.1 Computer ..................................................................................................... 6

3.1.2 Supported Operating Systems ......................................................................... 6

3.1.3 Supported SQL Server .................................................................................... 7

3.1.4 Additional Requirements ................................................................................ 7

3.1.5 Additional Software installed........................................................................... 7

3.1.6 Readers ....................................................................................................... 7

3.1.7 Virtualized Environments................................................................................ 7

3.1.8 Supported Languages.................................................................................... 7

3.2 Pipettes ...................................................................................................................... 8

3.3 Pipette verification (Quickcheck).................................................................................... 8

3.3.1 Balances...................................................................................................... 8

3.3.2 Smart tags ................................................................................................... 8

3.3.3 Method Cards ............................................................................................... 8

3.4 System Backup............................................................................................................ 9

4 Installation 10

4.1 Standalone system....................................................................................................... 11

4.2 Distributed system ....................................................................................................... 13

4.2.1 SQL Server Instance Installation ...................................................................... 13

4.2.2 Database Maintenance Tool Installation........................................................... 14

4.2.3 Business Server Installation............................................................................ 16

4.2.4 Client Component Installation ......................................................................... 18

4.3 Updating an existing EasyDirect PAM Installation (v1.0 / v1.1 to v2.x) .............................. 21

4.4 Updating EasyDirect PAM Installation (v2.0 to v2.x)........................................................ 21

4.5 Logging in for the first time............................................................................................ 21

5 Separate Driver Installations 22

5.1 USB Drivers................................................................................................................. 22

5.1.1 SmartStand .................................................................................................. 22

5.1.2 FlexScan Reader ........................................................................................... 22

5.1.3 BT Dongle .................................................................................................... 22

6 License activation and management 23

6.1 License management ................................................................................................... 23

6.2 License types .............................................................................................................. 23

6.2.1 License editions ............................................................................................ 23

6.2.2 First time vs renewal license........................................................................... 24

6.2.3 Distributed vs standalone............................................................................... 24

6.2.4 Upgrading or downgrading license editions...................................................... 24

6.2.5 Combining or reassigning licenses.................................................................. 26

6.3 How to access the (re)activation process?...................................................................... 27

6.4 License activation during first time installation................................................................. 27

6.4.1 Activating a License using Automatic method ................................................... 28

6.4.2 Activating a License using Manual method....................................................... 31

6.5 License renewal........................................................................................................... 34

6.5.1 License renewal using Automatic method......................................................... 34

6.5.2 License renewal using Manual method ............................................................ 37

6.6 License activation errors and resolutions ........................................................................ 41

Table of Contents 1EasyDirect™ Pipette Asset Management

7 Known behavior 44

7.1 RFID Reader not detected.............................................................................................. 44

7.2 FlexScan Reader not detected........................................................................................ 44

7.3 SQL Server Installation Issues........................................................................................ 44

Table of Contents2 EasyDirect™ Pipette Asset Management

Introduction 3EasyDirect™ Pipette Asset Management

1 Introduction

1.1 Audience

This document is intended for users who are responsible for running system administration operations. We

recommend that only persons with the necessary knowledge and corresponding training perform the system

installation.

Please read this manual thoroughly and carefully before starting installation of EasyDirect PAM. Make sure, you

are familiar with all components within the system. It is particularly important that you are familiar with the

database tools and hardware components.

1.2 Purpose of this Document

This document provides installation and maintenance information for EasyDirect PAM. We recommend that

prior to installation, upgrade or maintenance of the software you read the related chapters in this document.

1.3 Related Documents

For more information please visit http://www.mt.com/rainin-sstanddocs. Here you will find more tutorials and

other documentation or videos.

▶ http://www.mt.com/rainin-sstanddocs

1.4 End User License Agreement (EULA) and disclaimer

The applicable EULA agreement, which has to be accepted upon installing EasyDirect PAM, can be found on

http://www.mt.com/eula. The applicable disclaimer is part of the EULA and can be found under section 5

Warranties and disclaimer.

▶ http://www.mt.com/eula

1.5 Use of third party licenses

EasyDirect PAM does use standard components from third parties. An overview of third party licenses can be

found on http://www.mt.com/licenses.

▶ http://www.mt.com/licenses

EasyDirect PAM System Overview4 EasyDirect™ Pipette Asset Management

2 EasyDirect PAM System Overview

EasyDirect PAM can be installed within your organization either as standalone or as a distributed system. When

installed as a distributed system, all the asset details are stored in a centralized location (database) and all the

EasyDirect PAM clients available in the network can view and share all the assets.

EasyDirect PAM software consists of four main components:

• Client UI Application (User Interface Component).

• Background Application (Windows Service Component).

• Business Server (Windows Service Component).

• Database Server (Microsoft SQL Server).

EasyDirect Pipette Asset Management

Client Application

The Client application is the main interface through which you can view the assets and other instruments

connected to your PC. You can configure the way EasyDirect PAM behaves using this application.

Background application

The background application resides with the client application on your PC and automatically runs even when

the PC is not logged in. The status will be indicated with an in the Windows taskbar. The background appli-

cation maintains the connection to the RFID readers and to the database through the Business Server. It logs

data received from the connected readers regardless of whether you are logged in or not. To view data stored in

the database, Client Application has to be started and depending on your user rights, information can be looked

at. The collected data are shown in different views and tables.

• Assets

• Readers

EasyDirect PAM System Overview 5EasyDirect™ Pipette Asset Management

• QuickCheck balances

• Method Cards and

• Methods

Business Server

Business Server runs automatically in the background when the PC is running. This component runs either on

the same PC (Standalone) or on a different PC (Distributed system). It acts as a broker/bridge between the

database server and the Client applications installed across the network.

Business Server periodically connects to the GPSS server and retrieves

• new pipette models available in the market,

• certificates of pipettes for which service/calibration is done through Rainin along with other details.

Business Server also validates your license subscriptions.

Preparing the installation6 EasyDirect™ Pipette Asset Management

3 Preparing the installation

3.1 System Requirements

EasyDirect PAM can be installed either as a Standalone system, where all the components along with the

database are available on the same PC or as a Distributed system, where each components resides on a

different PC. EasyDirect PAM clients can be installed in multiple PCs connected to a Business Server.

3.1.1 Computer

The following tables show the minimal and the optimal hardware requirements for running EasyDirect PAM.

However, the hardware requirements depend heavily on the number of connected readers / type of readers and

the operating rate of the readers along with the network capabilities.

If the CPU supports Hyper Threading, you can double the available cores when calculating the hardware

requirements. A Dual Core CPU would therefore be counted as a Quad Core.

Database Server

Computer Minimum Optimum

CPU 2 GHz Dual Core 3 GHz Quad Core

RAM 4 GB 16 GB

Display Resolution 1280 × 800 1280 × 1024

Hard Disk 30 GB free space 100 GB free space

Operating system Windows 7 SP1 Windows Server 2016

SQL Server MS SQL Server 2008 R2 SP3 MS SQL Server 2016

EasyDirect PAM Business Server

Computer Minimum Optimum

CPU 2 GHz Dual Core 3 GHz Quad Core

RAM 4 GB 8 GB

Display Resolution 1280 × 800 1280 × 1024

Hard Disk 3 GB free space 10 GB free space

Operating system Windows 7 SP1 Windows Server 2016

Installed Components MS SQL Server 2008 R2 SP3 MS SQL Server 2016

EasyDirect PAM Client

Computer Minimum Optimum

CPU 2 GHz Dual Core 3 GHz Quad Core

RAM 4 GB 8 GB

Display Resolution 1280 × 800 1920 × 1080

For Distributed systems, we recommend installing the Business Server on a PC that is always on, as it will be

constantly polling the GPSS server to synchronize asset and service data.

3.1.2 Supported Operating Systems

The following list shows the supported operating systems of EasyDirect PAM.

Operating systems

Service Pack Editions 32bit 64bit

Windows 7 SP1 Ultimate, Professional, Enterprise •

Windows 10 Pro, Enterprise •

Windows 10 Long Term Service Branch LTSB •

*Windows 8.1 is not officially supported.

*Windows 10.0 Build 1511 or below is not officially supported.

Preparing the installation 7EasyDirect™ Pipette Asset Management

3.1.3 Supported SQL Server

EasyDirect PAM will install an instance of Microsoft SQL Server 2012 Express Edition to create database if your

PC does not have any SQL Server installed earlier or does not contain an Instance EASYDIRECT.

The users can also connect to an already existing Microsoft SQL Server. Details on how to connect to an

existing database server is listed under Distributed system section.

3.1.4 Additional Requirements

You need to disable "Hibernate" and or "Standby" option of your PC running Business server, as EasyDirect

PAM does not support "Hibernate" and "Standby" mode. You will find more information, on how to deactivate

the "Hibernate" and "Standby" mode under: http://support.microsoft.com/kb/920730/en

3.1.5 Additional Software installed

The following third party software are required by EasyDirect PAM to run. The installation will install the

necessary components automatically.

Additional Software

Name Version Installed by EasyDirect PAM

.Net Framework 4.6.1 •

SQL Server Express 2012 2012 •

3.1.6 Readers

EasyDirect PAM supports the following RFID Readers with the corresponding configuration. The Readers have to

fulfill the requirements to operate with EasyDirect PAM.

RFID Reader Devices

Firmware USB Serial Bluetooth

SmartStand 1.0.0.10 •*) •

RFID Reader •

FlexScan Reader 1.0.0.0 •

*) Driver installation required (Creating Virtual COM)

3.1.7 Virtualized Environments

EasyDirect PAM is not tested in virtualized environments. However, if rules are followed on how to connect/

redirect USB/Bluetooth devices in such an environment EasyDirect PAM is supposed to run. Please note that if

the Business server is installed on a virtual environment, then unless it runs, Business server will not be able to

connect to METTLER TOLEDO Rainin Server and retrieve any asset details.

3.1.8 Supported Languages

EasyDirect PAM and SmartStands support their individual list of languages. Mixed languages does not harm the

overall system from its intended operation. The following languages are supported:

Languages

Language EasyDirect PAM SmartStand

English • •

German •

French •

Spanish •

Portuguese •

Japanese •

Korean •

Chinese (simplified) •

Chinese (traditional) •

Preparing the installation8 EasyDirect™ Pipette Asset Management

3.2 Pipettes

EasyDirect PAM supports Rainin RFID pipettes (manual, electronic, single/multichannel) as well as non-RFID

pipettes (any brand).

3.3 Pipette verification (Quickcheck)

Please refer to the table below to set yourself up for a Quickcheck verification station.

XPE analytical balance XPR analytical balance*

Balance**

≤10ul 30105893 XPE26 (0.0015mg)

30105897 XPE26DR

(0.01-0.005mg)

30355476 XPR26 (0.001mg)

30355530 XPR26DR

(0.01-0.001mg)

>10-10’000ul 30087653 XPE205 (0.01mg)

30087700 XPE205DR

(0.1-0.01mg)

30355411 XPR205 (0.01mg)

30355415 XPR205DR

(0.1-0.01mg)

Cables and accessories

USB-RS232 Converter cable incl f/f

converter

30364315 N/A

Optional LAN port for balance 11132515 N/A

Evaporation trap

SmartCheck trap 50 mL (for XPE/

R205)

30215436 30215436

Evaporation trap 10mL (for XPE/

R26)

11140041 11140041

RFID reader (desktop model)

EasyScan Flex Reader RS232 30215407 N/A

EasyScan Flex Reader USB N/A 30416173

RFID tags / cards

Smart Tag RFID labels 50pcs 30101517 30101517

Smart Tag RFID labels 200pcs 30101518 30101518

Method Card 5pcs 30300929 30300929

Method Card 25pcs 30300930 30300930

* Available from 2020 onwards

** Balance recommendation according to ISO8655-6 2002(E), section 4.1

3.3.1 Balances

EasyDirect PAM supports retrieving QuickCheck reports from XPE and XSE balances connected through network.

Support for a RS232/Serial connection directly from the balance is not available.

3.3.2 Smart tags

EasyDirect PAM supports Smart tags to be affixed to non-RFID pipettes (both Rainin and non-Rainin) to

simulate the pipette to behave like a RFID pipette.

3.3.3 Method Cards

EasyDirect PAM supports Rainin Method Cards for the usage in conjunction with non-RFID pipettes to store

Quick Check method parameters.

Preparing the installation 9EasyDirect™ Pipette Asset Management

3.4 System Backup

You are solely responsible for an adequate backup mechanism of all aspects of EasyDirect PAM. Important is

to have a backup of the SQL database as well as the certificate folder, which can be found under

C:\Users\Public\Mettler Toledo\EasyDirect PAM\Certificates

EasyDirect PAM does have a simple database utility that comes pre-installed. Read more about this in the

manual, which can be found on

▶ http://www.mt.com/rainin-sstanddocs

Installation10 EasyDirect™ Pipette Asset Management

4 Installation

EasyDirect PAM can be installed as a Standalone System where all the components are installed and made

available in the same PC or as a Distributed System where every component can be installed in different PC

based on your requirement.

You need to run the EasyDirect PAM installation EasyDirectPAMsetup.exe as an administrator.

Installation will first check for pre-requisites and try to install all the required and missing 3

rd

-party components

and windows services which are necessary for EasyDirect PAM to run. During this process your PC may be

restarted and takes several minutes to complete.

After the pre-requisites have been installed, the installation starts automatically. In case of the installation does

not start automatically (after a restart), please run the setup again.

You will be welcomed with the following wizard to start installing EasyDirect PAM.

And then with the EULA information which you need to accept in order to install EasyDirect PAM.

Installation 11EasyDirect™ Pipette Asset Management

Once accepted, you can select the type of system (Standalone or Distributed) you wish to have.

Where choosing Standalone system, lets you install all the components on to the same PC and make you self-

sustained and choosing Distributed system, lets you spawn across the network.

4.1 Standalone system

Standalone system lets you install all the components on to the same PC. On clicking next, installation will then

proceed to install the SQL Server and other components as shown below:

If your PC already has SQL Server installed, then the installation will not create an instance for EasyDirect PAM.

All the components (Business Server, Client…) are installed on to the same PC.

Installation12 EasyDirect™ Pipette Asset Management

Associated data and log files will be created and updated in C:\Users\Public\METTLER TOLEDO\EasyDirect PAM.

After successful installation, please restart your PC (if prompted).

Installation 13EasyDirect™ Pipette Asset Management

4.2 Distributed system

4.2.1 SQL Server Instance Installation

First, you have to select the SQL Server instance option if you wish to create a database.

The following screen is shown where you can enter the Instance name to be created:

Once selected, the database instance is installed on to the PC.

Installation14 EasyDirect™ Pipette Asset Management

4.2.2 Database Maintenance Tool Installation

The Database Maintenance tool is used to perform a backup and restore of your database along with other

features.

Note

• the tool has to be installed on to the same PC where the database is installed to take the most of it.

• the Database Maintenance tool will also work for the user with

– 'DBOWNER' access for the database

– 'DBCREATOR', 'Alter any login' and 'View Server state' accesses for the instance

Installation 15EasyDirect™ Pipette Asset Management

The installer checks for a valid Database instance before you can install the tool. You can chose the database

instance from the list provided.

Once the database instance and the database are selected, the installer proceeds with installing the Database

Maintenance tool on to your PC.

Installation16 EasyDirect™ Pipette Asset Management

4.2.3 Business Server Installation

For the distributed setup, we strongly recommend to get an IT admin with domain knowledge involved as it

could require domain admin rights to setup the server.

Note

• a Business Server installation is possible without the "SYSADMIN" access to the service account user

• the permissions below should be available for the user running the business server

– 'DBCREATOR' to establish connection between Business service and DB Service

– 'DBOWNER' to Backup and restore the database using third party tools

– 'Alter Any Login' to modify/repair the business service installation

To install the Business Server, select the corresponding option from the Component Selection screen.

The following screen is displayed where you

• can enter the domain user details that has Admin privileges in order to make the Business Server run

seamlessly

• connect with the Database server or

• select "NTAUTHORITY\NETWORK SERVICE" (default) in the Service Account field.

Once the Service account is chosen, the installer proceeds with the database installation where you have to

choose the SQL Server instance or edit the Instance name if the SQL Server instance is installed in a different

Installation 17EasyDirect™ Pipette Asset Management

subnet with the help of PC name or IP address. If the SQL Server instance is installed with SQL Authentication,

you have to provide the SQL Authentication details that have full access to the database.

(Or)

Installation18 EasyDirect™ Pipette Asset Management

The installer then proceeds with installing the Business server and the database instance on to the specified

location.

4.2.4 Client Component Installation

To install EasyDirect PAM Client on to your PC, choose Client option from the Component Selection screen.

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Mettler Toledo Easy Direct PAM Operating instructions

Mettler Toledo Easy Direct PAM Operating instructions

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