TraceFinder 3.3 Administrator Console User Guide Version A
Contents
1. Tip Highlights helpful information that can make a task easier vi TraceFinder Administrator Console User Guide Thermo Scientific Preface Contacting Us Contacting Us There are several ways to contact Thermo Fisher Scientific for the information you need You can use your smartphone to scan a QR code which opens your email application or browser Contact us Customer Service and Sales Technical Support U S 1 800 532 4752 U S 1 800 532 4752 U S 1 561 688 8731 U S 1 561 688 8736 us customer support analyze us techsupport analyze thermofisher com thermofisher com To find global contact information or customize your request K 1 Go to Thermoscientific com 2 Click Contact Us select the Using Servicing a Product option and then type the product name 3 Use the phone number email address or online form To find product support knowledge bases and resources Go to www thermoscientific com support gt To find product information Go to www thermoscientific com Ic ms Note To provide feedback for this document e Send an email message to Technical Publications techpubs lcms thermofisher com e Complete a survey at www surveymonkey com s PQM6P62 Thermo Scientific TraceFinder Administrator Console User Guide vil Preface Accessing the Administrator Console Accessing the Administrator Console The Administrator Console is available from the Tools menu in any2. Administrator Console User Guide Software Version 3 3 XCALI 97733 Revision A May 2015 DOCUMENTATION 2015 Thermo Fisher Scientific Inc All rights reserved TraceFinder is a trademark and Thermo Scientific and Xcalibur are registered trademarks of Thermo Fisher Scientific Inc in the United States NIST is a registered trademark of the National Institute of Standards and Technology in the United States The following are registered trademarks in the United States and other countries Windows Active Directory Excel and Microsoft are registered trademarks of Microsoft Corporation All other trademarks are the property of Thermo Fisher Scientific Inc and its subsidiaries Thermo Fisher Scientific Inc provides this document to its customers with a product purchase to use in the product operation This document is copyright protected and any reproduction of the whole or any part of this document is strictly prohibited except with the written authorization of Thermo Fisher Scientific Inc The contents of this document are subject to change without notice All technical information in this document is for reference purposes only System configurations and specifications in this document supersede all previous information received by the purchaser This document is not part of any sales contract between Thermo Fisher Scientific Inc and a purchaser This document shall in no way govern or modify any Terms and Conditions of Sale
3. Configuration af Adducts Be Custom Columns ia Custom Flags LF Defaults W Optional Features Peak Detection Defaults v Method Development a Method Development Access Lia Method Development Unknown Screening T Miscellaneous H Access To Instrument Method Editor i7 Instrument Method Per Sample WW Online Access HW Quick Acquisition Allowed sf Tools Menu Enabled Reports LF Edit Generation Rules W Report Selection Template Archiving Template Editing Thermo Scientific TraceFinder Administrator Console User Guide 13 1 Using the Security View Roles 2 Select the check box for each permission you want to assign to the selected role or clear the check box for each permission you do not want to assign to the role 3 To see additional information about a permission hold your cursor over the permission in the Permissions list Penmissions 7 Acquisition Wizard P Allow Sample Reinjection Gc Allows the user to reinject samples from an already acquired batch 4 To reset all the permissions that were specified before you made changes click Undo The applications discards all pending changes to all the roles 5 When you have made all your changes click Apply The application saves all pending changes to all the roles 14 TraceFinder Administrator Console User Guide
4. Security is currently disabled Please select an authentication source and enter a valid usemame and password Domain AMER Username jane user Password Login Cancel TraceFinder The Power to Know Note You must enter a valid user name and password before you can access the Security features b Select your domain either your Windows Active Directory domain or your local windows computer name c Type your user name d Type your password e Click Login The application authenticates your login and password and opens the TraceFinder Administrator Console If the authentication fails the application displays Incorrect Credentials Login Incorrect credentials The error might be with any of the login parameters Enter your user name and password again or contact your system administrator 3 To turn on user security requiring all users to log in each time they launch the TraceFinder application see To enable security on page 3 Thermo Scientific TraceFinder Administrator Console User Guide iX Preface Accessing the Administrator Console To log in to the Administrator Console when user security is enabled Do one of the following e Choose Start gt All Programs gt Thermo TraceFinder gt TraceFinder Administration Console e Choose Tools gt Administrator Console from the TraceFinder main menu so e Double click the TraceFinder Administration Console icon o
5. Preface Thermo Scientific This guide discusses the features of the Thermo TraceFinder Administrator Console This console is available to any user with Administrator permission If you are a member of the local administrator s group and are launching the TraceFinder application for the first time you will have Administrator permissions See Role Permission Defaults on page 16 Contents e Related Documentation e Special Notices e Contacting Us e Accessing the Administrator Console TraceFinder Administrator Console User Guide V Preface Related Documentation The TraceFinder application includes Help and these manuals as PDF files TraceFinder User Guide TraceFinder Administrator Console User Guide TraceFinder Acquisition Quick Reference Guide TraceFinder Analysis Quick Reference Guide TraceFinder Shortcut Menus Quick Reference Guide To view TraceFinder documents using the Start menu From the Microsoft Windows taskbar choose Start gt All Programs gt Thermo TraceFinder gt Manuals To open TraceFinder Administrator Console Help Click the Help icon le Special Notices This guide includes the following types of special notices IMPORTANT Highlights information necessary to prevent damage to software loss of data or invalid test results or might contain information that is critical for optimal performance of the system Note Highlights information of general interest
6. User Guide Thermo Scientific ITAdmin Supervisor Thermo Scientific 1 Using the Security View Roles In the default ITAdmin role you set security manage users into their roles and manipulate the various databases You are responsible for adding compounds into the compound databases An IT administrator is responsible for these tasks e Handling the databases e Applying roles to users e Understanding security users and groups e Creating local users and network groups In the default Supervisor role you are responsible for setting up the instrument samples and using previously built sequences and methods for processing and acquiring data You also develop and edit methods for processing and acquiring data review the data and distinguish between the need to rerun samples or pass reports up to the laboratory manager for final review On a daily basis you establish the priority for a list of samples to run and create the sequence of events A supervisor is responsible for these tasks e Submitting samples e Creating and submitting batches e Reporting the data to management e Creating or editing methods for new levels of detection or adding new compounds to the existing database e Reviewing data from the mass spectrometer e Understanding the results who ran the batch and who passed along the results before giving intermediate approval and sending the data to management e Modifying new compounds or adjusting methods for
7. Users on page 6 Users cannot access the application simply by being included in a local Windows security group or Active Directory To allow access without logging in 1 Select the Silent Authentication check box Note This feature is available only when you select the Enable Security check box 2 Click Apply Even when user security is enabled a user who is currently logged in to a local machine can access the raceFinder application without logging in again The TraceFinder application authenticates the user without requiring a user name and password 4 TraceFinder Administrator Console User Guide Thermo Scientific Thermo Scientific 1 Using the Security View Global Policy Security Global Policy Page From the Security Global Policy page you can set parameters for user security automatic logoff and access to the TraceFinder application Figure 1 Security Global Policy page Security Global Policy Enable Security After lockout the current user can E Lock client that has no interaction for Ta log back in or log out Authenticate only those users who C Authenticate explicit users only are explicitly listed under Users tab Use current Windows user C Silent authentication TraceFinder will not prompt to log in Table 1 Security Global Policy page parameters Function Description Enable Security Turns on the user security features in the Administrator Console Lock
8. an event map 26 delete a repository 23 edit an event map 26 enable automatic screen locking 3 enable plugins 33 enable security 3 export settings to a file 37 import settings from a file 38 open the Audit Administration page 26 open the Global Policy page 3 open the Repository Administration page 21 open the Role Mapping page 18 open the Roles page 11 open the Users page 6 open TraceFinder Administrator Console Help vi remove a role 12 remove a user 7 restrict access only to users created in TraceFinder 4 select the drives for storing data folders 24 specify how user authentication is implemented 1 verify a user s group membership 7 view TraceFinder documents using the Start menu vi Q QAQC role 10 Repository Administration page 21 Repository Domain Mapping page 24 TraceFinder Administrator Console User Guide 39 Index S role mapping 18 role permission defaults 16 role permissions default 16 roles ITAdmin 9 LabDirector 8 QAQC 10 Security 8 Supervisor 9 Technician 10 S screen locking automatic 3 Security Authentication Provider page 1 Security Global Policy page 5 Security Role Mapping page 18 Security Roles page 11 Security Users page 6 Security role 8 Supervisor role 9 T Technician role 10 U user security enabling 3 40 TraceFinder Administrator Console User Guide Thermo Scientific
9. and templates and manual integration As a user with Auditing permission you can configure the auditing service by specifying the events to be logged the events requiring confirmation and those that can have custom reasons In the TraceFinder application all users can use the Audit Viewer to view the resulting log files to track user access and modifications to the data Contents e Audit Logs e Event Maps The application creates the following audit trail log files e Application All user access such as starting or stopping the application logging in logging out or accessing data batches and methods The application saves the data in the following log file C Thermo TraceFinder 3 3 Logs AuditLog adb e Master Method All user interactions with master methods such as creating opening or editing The application saves the data in the following log file C TraceFinderData 3 3 Methods MasterMethodName AuditLog adb e Batch Template All user interactions with batch templates such as creating opening or editing The application saves the data in the following log file C TraceFinderData 3 3 Templates Batches Batch TemplateName AuditLog adb e Batch All user interactions with batches such as creating opening editing acquiring processing or reporting The application saves the data in the following log file C TraceFinderData 3 3 Projects SubFolder BatchName AuditLog adb TraceFinder Administrator Console Use
10. i The dialog box displays a progress bar until it finishes searching the Windows Active Directories and displays all the available groups defined for your organization Retrieving Groups es e A user in the default LabDirector role who also has administrator privileges on the local machine can create groups and assign users to those groups e A user in the default LabDirector role who also has administrator privileges on the network can create groups in the Windows Active Directories Select a role from the Roles list Select a group from the Available Groups list Tip This list can be very long To quickly jump to the group you want begin typing the group name in the text field The list scrolls to the first matching text string The search is not case sensitive Click Add The application immediately creates the mapping and closes the Add Role Mapping dialog box To leave the Role Mapping page click Close TraceFinder Administrator Console User Guide 19 Using the Repository View Use the features in the Repository view to specify repositories for batches methods and templates that you create Contents e Administration e Domain Mapping Administration Use the features on the Repository Administration page to create and manage fixed or network drives Follow these procedures e To open the Repository Administration page e To add an available repository e To create a ne
11. of available audit maps Selected Map Editable description of the currently selected map 28 TraceFinder Administrator Console User Guide Thermo Scientific 3 Using the Audit View Event Maps Table 4 Administration page parameters Sheet 2 of 2 Parameter Events Context Event Audit Confirm Custom Reason ESignature Default Reason 1 6 Description Events are grouped into application level batch level template level or method level contexts An action that triggers an entry in the audit log There are three types of events automatic immediate and queued For a detailed list of events that the application logs see Events e For automatic events the Confirm Custom Reason Default Reason and ESignature features are not available e For immediate events all Events features are available e Queued events unsaved edits to a batch or method that are recorded in the audit log require no confirmation reason or authorization Writes this event to the audit log Requires that the user enter a user name password and reason before completing this event Allows a custom reason for the event When prompted to confirm the event the user can select a reason from the list of default reasons or type a custom reason in the Confirm Changes dialog box Requires that the user authorize a sample with an electronic signature before completing this event This authorization and an associated time stamp appear on all reports f
12. Client that Has No Species the number of minutes before an idle TraceFinder Interaction session displays a password protected lock screen and unless the user enters a user name and password automatically logs off the user Range 1 through 999 minutes Default 5 minutes Authenticate Explicit Users Allows login access to only users listed in the Users list on the Only Users page See Users Silent Authentication With user security enabled allows a user who is currently logged in to a local machine to access the TraceFinder application without logging in again TraceFinder Administrator Console User Guide 5 1 Using the Security View Users Users When security is enabled use the features on the Security Users page to create users assign roles to users manage role permissions and map Active Directory groups to TraceFinder roles Follow these procedures e To open the Users page e To add a new user e To remove a user e To verify a users group membership To open the Users page Click Users in the navigation pane The Security Users page opens Security Users Users ea g Roles granted directly Roles via Group Membership jane user E Security No indirect role grants john user E LabDirector MAdmin E SUpervisor E Technician To add anew user 1 Click the Add User icon The Add User to Security List dialog box opens 2 Type the login name of the new user and cli
13. Data 2 Select a domain 3 In the Repository Selections area select the repository where you want to save batches methods and templates The dropdown lists display the default repository and all available repositories that you added See To add an available repository on page 22 or To create a new repository on page 22 By default the application saves batches methods and templates to the following folders C TraceFinderData 3 3 Projects C TraceFinderData 3 3 Methods C TraceFinderData 3 3 Templates When you create any of these items in the TraceFinder application the application creates Projects Methods and Templates folders in your specified repositories 24 TraceFinder Administrator Console User Guide Thermo Scientific Using the Audit View Audit Logs Thermo Scientific Use the features in the Audit view to specify the events that are audited that require confirmation or that require a sample authorization You can also specify a list of default reasons for a specific event and whether a user can submit a custom reason An event describes a specific action such as opening or saving a batch method or template Each event can include multiple actions For example an edit event includes all the changes to the data since the last time the user saved the data The TraceFinder application records all user access including logging in logging out data creation and editing batches methods
14. Default Audit Maps a Selected Map Active Name Modified Custom map used for Default 2013 08 01 01 39PM T m for Olympics project The selected map blue background is currently available Notes for the selected map for editing in the Selected Map pane and the Events pane Thermo Scientific TraceFinder Administrator Console User Guide 27 3 Using the Audit View Event Maps Administration Page Use the features on the Audit Administration page to specify which events are audited and which auditing parameters you want to use for each audited event Figure 4 Administration page Audit Administration E Enable auditing Active audit map Default Audit Maps a Selected Map The default audit event map that all TraceFinder systems start with Audit Confirm Custom Reason Default Reason 1 Adjust Retention Time mn faa a a SSN e a a f o ae Med Opere a oe wew a a a a Table 4 Administration page parameters Sheet 1 of 2 Parameter Description Enable Auditing Turns on the auditing features in the TraceFinder application Active Audit Map The name of the currently selected audit map Audit Maps Active Makes the selected map the currently used map Name Name of the audit map Modified The last date the audit map was edited Copy Copies this audit map to a new name The default name is OriginalName_1 Delete Removes the audit map from the list
15. Thermo Scientific Thermo Scientific 1 Using the Security View Roles Security Roles Use the features on the Security Roles page to create new roles change the permissions assigned to roles or delete roles Figure 2 Security Roles page Secunty Roles Permissions Mapped Security Groups F e Allow Sample Reinjection be Auto TSRM Update JF Extended Calibration HW Report Selection HE System Shutdown Method F System Startup Method Template Editing Administrator Hw Auditing g2 Plugins Director of the Lab Table 2 Roles page Function Description Roles Displays all available roles Role Description User defined description of the selected role Permissions Displays all permissions allowed for the selected role Mapped Security Groups Displays all Windows security groups that are mapped to the selected role The group inherits all permissions of the roles to which it is mapped To map a security group to a role see Role Mapping on page 18 TraceFinder Administrator Console User Guide 15 1 Using the Security View Roles Role Permission Defaults The following table shows the default permissions assigned to each of the default user roles Table 3 Permission defaults Sheet 1 of 2 Permission LabDirector Supervisor TAdmin QAQC Technician Acquisition Wizard Allow Sample Reinjection J Auto TSRM Update J J J Extended Calibration J J J Report Selection J J Syste
16. TraceFinder application window or from the Windows Start menu when you install the TraceFinder application Follow these procedures To log in to the Administrator Console when user security is not enabled e To log in to the Administrator Console when user security is enabled To log in to the Administrator Console when user security is not enabled 1 Do one of the following e Choose Start gt All Programs gt Thermo TraceFinder gt TraceFinder Administration Console e Choose Tools gt Administrator Console from the TraceFinder main menu O e Double click the TraceFinder Administration Console icon on your desktop z The TraceFinder Administrator Console window opens notifying you that user security is not enabled Security is not enabled at this time To enable security click the Login button above complete the login process and enable security in Global Policy Trace Finder The Power to Know You can proceed without enabling user security and still have access to all Administrator Console features except the Security features Vill TraceFinder Administrator Console User Guide Thermo Scientific Preface Accessing the Administrator Console 2 To access the Security features do the following a Click Login Go TraceFinder Administrator Console Database C TraceFinderData 33 Admin AdminConsole adb Login Import Export The User Login dialog box opens
17. a 3 5 in disk or a USB drive Note You cannot save data to a network or removable drive 3 Type a name for the new repository in the Name box 4 Click Add The Add Repository dialog box closes and the application adds the new repository to the repository list Repository Administration 5 When you have made all your changes click Apply To delete a repository Click the Remove Repository icon for the repository you want to delete The application immediately removes the repository There is no confirmation Note Using the Undo function does not necessarily return a deleted repository The Undo function returns the Repository Administration page to the state when you first opened it or to the state immediately after the last Apply Thermo Scientific TraceFinder Administrator Console User Guide 23 2 Using the Repository View Domain Mapping Domain Mapping Use the domain mapping features to change the drive where you store your data folders such as batches methods and templates the default location is C TraceFinderData You must use a fixed drive You cannot save data to a network or removable drive To select the drives for storing data folders 1 Click Domain Mapping in the Repository navigation pane The Repository Domain Mapping page opens Repository Domain Mapping Domain Repository Selections Batches C TraceFinderData CATraceFinderData Templates C TraceFinder
18. atures on the Security Authentication Provider page to select a method for authenticating user security To specify how user authentication is implemented 1 Click Authentication Provider in the navigation pane The Security Authentication Provider page opens Security Authentication Provider Authentication Provider E Active Directory authentication queries the local eae Active Directory to perform security authentication Active Directory Domain AMER operations Groups or users which are mapped to TraceFinder roles must exist as Active Directory user or group objects The application displays the current authentication provider e Local Windows Uses the local Windows user login and password to allow access to the TraceFinder application To be allowed access users must have a Windows user account on the local machine Thermo Scientific TraceFinder Administrator Console User Guide 1 1 Using the Security View Authentication Provider e Active Directory Domain Uses the selected Active Directory domain to allow access to the TraceFinder application To be allowed access users must be members of the selected domain To activate these options for user authentication you must enable security on the Security Global Policy page See Global Policy 2 To choose a different authentication provider click Select The User Login dialog box opens You must authenticate against this new provider before continuin
19. ck Add 3 The application adds the new unverified user to the Users list e A green check indicates verified users e AredX indicates unverified users 4 To verify that the users in the list are members of the current authentication group click the Verify Users icon Fal 6 TraceFinder Administrator Console User Guide Thermo Scientific Thermo Scientific Click the Refresh Groups icon 1 Using the Security View Users In the Roles Granted Directly area select the roles you want to assign to this user When you have completed all your changes click Apply To remove a user Select the user name in the Users list Click the Delete User icon The application immediately removes the selected user To verify a user s group membership Select the user name in the Users list FN at in the Roles Via Group Membership area The application displays all groups to which the selected user belongs TraceFinder Administrator Console User Guide 7 1 Using the Security View Roles Roles Security LabDirector Use the features on the Security Roles page to define the roles that are available for users and assign permissions to these roles This topic describes the default responsibilities for the following default user roles created in the TraceFinder application Security LabDirector TAdmin Supervisor Technician and QAQC Each role has default permissions See Role Perm
20. d As Clear Extended Calibration Extended Calibration Manual Integration Peak Added Manually Peak Removed Manually Select New Method Update Local Instrument Method 30 TraceFinder Administrator Console User Guide Description Makes an entry in the audit log each time a user modifies the retention time in the local method for any compound in any sample in the batch To modify the retention times for a single compound in a batch or to modify the retention times for all compounds in a local method This is an automatic event Makes an entry in the audit log each time a user associates a raw data file with a local method for a batch Makes an entry in the audit log each time a user creates a new batch This is an automatic event The Confirm Custom Reason Default Reason and ESignature features are not available for this event Makes an entry in the audit log each time a user exports a batch Makes an entry in the audit log each time a user saves a batch to a new project folder Makes an entry in the audit log each time a user opens a batch This is an automatic event The Confirm Custom Reason Default Reason and ESignature features are not available for this event Makes an entry in the audit log each time a user saves a batch Makes an entry in the audit log each time a user saves a batch to a new name This is not the same as the entry for Batch Moved in which a batch is saved to a different project folder
21. e active audit map is not necessarily the selected one See Distinguishing Active from Selected Maps 26 TraceFinder Administrator Console User Guide Thermo Scientific 3 Using the Audit View Event Maps 2 Select or clear the check box for each of the following parameters that you want to edit e Audit Available for all event types e Confirm Available for only immediate event types e Custom Reason Available for only immediate event types e ESignature Available for only immediate event types 3 In the Default Reason columns enter or change the text This parameter is available for only immediate event types 4 Click Apply The application saves your changes to the audit map When this map is selected as the Active map the application applies these audit parameter settings to all user interactions To be sure you know which audit map is the active one see Distinguishing Active from Selected Maps Distinguishing Active from Selected Maps When you work with event maps you can edit parameters for the selected map however the selected map is not necessarily the active map that the TraceFinder application is using A selected Active check box indicates an active map a blue background indicates a selected map Use the following graphic to be sure you know the difference Figure 3 Difference between active and selected maps The TraceFinder application uses the active map to create the audit logs Active audit map
22. e features on the Security Role Mapping page to assign Windows security groups to the default roles or the roles you defined for the TraceFinder application Follow these procedures To open the Role Mapping page e To create a new mapping To open the Role Mapping page Click Role Mapping in the navigation pane The Security Role Mapping page opens Security Role Mapping This screen enables TraceFinder role membership to be managed via Active Directory or local security Adding a user to an active directory or local group that amp mapped to a TraceFinder role places that user into the corresponding Tracefinder role likewise removing a user from an active directory or local group that amp mapped to a TraceFinder role removes any onvileges from that user that are associated with the corresponding TraceFinder role This process is Immediate You will not need to click the Apply button to make your changes Mappings TraceFinder Role Name TT Admin To create anew mapping 1 Click the Create Mapping icon H The Add Role Mapping dialog box opens Add Role Mapping E oles lab Available Groups _Lab Select a group Supervisor Technician Select a role 18 TraceFinder Administrator Console User Guide Thermo Scientific Thermo Scientific If the Available Groups list is not populated click the Retrieve Groups icon 1 Using the Security View Role Mapping ail
23. ectrometer Understanding the resulting data making integration changes and passing those changes up for further approval 10 TraceFinder Administrator Console User Guide Thermo Scientific 1 Using the Security View Roles Using the Roles Page Use the Security Roles page to create new roles change the permissions assigned to roles or delete roles Follow these procedures gt KS 2 L Thermo Scientific To open the Roles page To add a role To remove a role To change permissions for a role To open the Roles page Click Roles in the navigation pane The Security Roles page opens For detailed descriptions of all the parameters on the Roles page see Security Roles on page 15 To add a role Click Add Role in the Roles area The Add New Role dialog box opens Add New Role Role Name Descnption In the Role Name box type a name for the new role Optional In the Description box type a description for the new user role The application displays the description for a selected role below the Roles list on the Security Roles page as in this example Roles 5 _ LabDirector TT Admin SUpervisor Technician Role Description Permissions for quest chemists dunng August demos TraceFinder Administrator Console User Guide 11 1 Using the Security View Roles 4 Click OK 5 On the Security Roles page select the permissions for the new role 6 Wh
24. en you have made all your changes click Apply Note You cannot open a different page in the Administrator Console while these changes are pending Toremove a role IMPORTANT Be careful before deleting the LabDirector or TAdmin roles These are the only default roles that can control user security You must have at least one user role that can control security 1 Select the role in the Roles list 2 Click the Delete Role icon 3 When prompted to confirm this action click Yes The application immediately deletes the specified role There is no undo for this action 12 TraceFinder Administrator Console User Guide Thermo Scientific 1 Using the Security View Roles To change permissions for a role 1 Select the role in the Roles list The Permissions list indicates all the permissions assigned to the selected role The following example shows the default permissions for the LabDirector role Permissions Acquisition Wizard LU Allow Sample Reinjection Auto TSRM Update aaa x C a a a Extended Calibration Report Selection System Shutdown Method System Startup Method Template Editing T Administrator Hi Auditing E7 Plugins v E Analysis HE Active View Auto TSRM Update i Data Review W Edit HF Extended Calibration i Local Method Local Method Update From Master Method W Submit for acquisition W User Peak Detection Settings
25. even though it might also be saved to a new name in the new project folder Makes an entry in the audit log each time a user clears the Extend Calibration feature when submitting a batch Makes an entry in the audit log each time a user selects the Extend Calibration feature when submitting a batch Makes an entry in the audit log each time a user changes the manual integration settings on the Data Review page in the Analysis mode Makes an entry in the audit log each time a user adds a quantitation or confirming ion peak on the Data Review page in the Analysis mode Makes an entry in the audit log each time a user removes a quantitation or confirming ion peak on the Data Review page in the Analysis mode Makes an entry in the audit log each time a user selects a local method in the Batch View in the Analysis mode Makes an entry in the audit log each time a user updates a local instrument method from the master method Thermo Scientific Table 5 Events Sheet 3 of 3 Parameter Update Local Method from Master Method Update Master Instrument Method Update Master Method Template Template Created Template Opened Template Saved Method Adjust Retention Time Associate Rawfile Master Method Created Master Method Opened Master Method Saved Master Method Saved As Update Global Instrument Method Update Master Method Instrument Method Thermo Scientific 3 Using the Audit View Event Maps Descri
26. g Please enter a valid Username and Password Domain AMER Username Password TraceFinder The Power to Know 3 Select a domain 4 Type your user name and password for the selected domain 5 Click Login The application authenticates the specified domain user name and password If the authentication fails enter your user name and password again or click Cancel to remained logged in to the current domain 2 TraceFinder Administrator Console User Guide Thermo Scientific Global Policy Thermo Scientific 1 Using the Security View Global Policy Use the features on the Security Global Policy page for controlling user security automatic logoff and access to the TraceFinder application Follow these procedures gt KSA gt KS To open the Global Policy page To enable security To enable automatic screen locking To restrict access only to users created in TraceFinder To allow access without logging in To open the Global Policy page Click Global Policy in the navigation pane The Security Global Policy page opens For detailed descriptions of all the global policy parameters see Security Global Policy Page on page 5 To enable security Select the Enable Security check box The application enables the features in the Security view Click Apply When you enable user security users must log in with their user name and password The application uses the authentica
27. gin and click Configure Note You can configure only one plugin at a time Do not confuse an enabled plugin with a selected plugin A dialog box for the selected plugin opens To configure an email plugin see To configure an email plugin To configure a Sieve plugin see To configure a Sieve plugin on page 35 TraceFinder Administrator Console User Guide 33 4 Using the Plugins View oO N DW A In the configuration dialog box select the options you want to configure and then click Save Click Apply The enabled plugins become available the next time you start the TraceFinder application To configure an email plugin On the Plugins Administration page select the Thermo Email plugin and click Configure The Email Configuration dialog box opens C3 Email Configuration Outbound Server Sender Address Mail Server Password Domain Port 25 Use SSL TLS E Recipients In the Sender Address box type your complete email address For example jane user company com Click in the Mail Server box The application automatically fills in the server information In the Password box type your user password The application masks your password information In the Domain box type your domain In the Port box verify that the application automatically filled in the correct port number To encrypt the communication select the SSL TLS check box Click Save 34 TraceFinde
28. ission Defaults on page 16 If your team has changed these default permissions your access might be different You must also activate user security for these user roles to take effect A user in either the default LabDirector or TAdmin role assigns you to a role that gives you access to specific modes and features of the TraceFinder application When you log in the navigation pane displays links to only the modes interface areas and features that you have permission to access IMPORTANT User roles are in effect only when user security is activated When user security is not activated all users have access to all permissions except Security These are the default user roles e Security e LabDirector e TAdmin e Supervisor QAQC e Technician In the Security role you can access only the Security features on the Administrator Console you cannot access the TraceFinder application In the default LabDirector role you review graphically applicable data and manipulate data batches methods and instruments A laboratory director is responsible for these tasks e Creating or editing methods for new levels of detection or adding new compounds to the existing database e Reviewing data from the mass spectrometer e Running samples and reviewing data collected by others e Reporting the data e Understanding the results and giving final approval of the released data before archiving 8 TraceFinder Administrator Console
29. m Shutdown Method y J J System Startup Method 4 J J Template Editing J J Administrator Auditing J J Plugins J J J Analysis Active View J J J Auto TSRM Update J J J Data Review J J J J Edit J J J Extended Calibration J J J Local Method v v Local Method Update 4 4 from Master Method Submit for Acquisition J J J User Peak Detection A J J Settings Configuration Adducts J J Custom Columns 4 4 Custom Flags J J Defaults J J Optional Features v v 16 TraceFinder Administrator Console User Guide Thermo Scientific Thermo Scientific 1 Using the Security View Roles Table 3 Permission defaults Sheet 2 of 2 Permission LabDirector Supervisor TAdmin QAQC Technician Peak Detection Defaults J J Method Development Method Development J J Access Method Development J J Unknown Screening Access Miscellaneous Access to Instrument J J Method Editor Instrument Method Per J J J Sample Online Access J J J J Quick Acquisition J J Allowed Tools Menu Enabled J J J J Reports Edit Generation Rules J J Report Selection J J Template Archiving J J Template Editing J J IMPORTANT The Security role has access only to the security features on the Administrator Console Users who are assigned only to this role cannot access other features in the TraceFinder Administrator Console or in the main TraceFinder application TraceFinder Administrator Console User Guide 17 1 Using the Security View Role Mapping Role Mapping Use th
30. n your desktop The TraceFinder Administrator Console window opens to the User Login page Please enter a valid Username and Password Domain AMER Username Password TraceFinder The Power to Know Select your domain either your Windows Active Directory domain or your local windows computer name ype your user name Type your password Click Login The application authenticates your login and password and opens the TraceFinder Administrator Console If the authentication fails the application displays Incorrect Credentials Incorrect credentials The error might be with any of the login parameters Enter your user name and password again or contact your system administrator X TraceFinder Administrator Console User Guide Thermo Scientific Preface Accessing the Administrator Console Administrator Console C3 TraceFinder Administrator Console gt fete Database C TraceFinderData 33 Admin AdminConsole adb Login Import Export eo Y Security TraceFinder Administrator Console Authentication Provider Security is not enabled at this time To enable security click the Login button Global Policy above complete the login process and enable security in Global Policy Y Repository Administration Domain Mapping 7 Audit Y Plugins Administration TraceFinder The Power to Know Last update Thursday March 12 2015 11 17 33 AM F U
31. ndo Close You can access the following functions of the Administrator Console from the left navigation pane and the top menu bar Function Description Security Use the Security view to specify how the application manages authentication to create and manage users to map groups to roles and roles to users or to select specific permissions for all user roles See Using the Security View on page 1 Repository Use the Repository view to specify repositories for batches methods or templates that you create See Using the Repository View on page 21 Plugins Use the Plugins view to configure available plugins for the TraceFinder application See Using the Plugins View on page 33 Import Export Use the Export button to save your current security settings to a file Use the Import button to import saved security settings to your current Administrator Console See Importing and Exporting Administrator Settings on page 37 Thermo Scientific TraceFinder Administrator Console User Guide xi Using the Security View When security is enabled a user with Security permission can choose authentication providers specify how the application manages authentication create and manage users map groups to roles and roles to users and select specific permissions for all user roles Contents e Authentication Provider Global Policy e Users Roles Role Mapping Authentication Provider Use the fe
32. om Reason Default Reason and ESignature features are not available for this event Makes an entry in the audit log each time a user saves a master method Makes an entry in the audit log each time a user saves a master method to a new name Makes an entry in the audit log each time a user updates the global instrument method in the TraceFinderData 3 3 InstrumentMethods folder from the current master method Makes an entry in the audit log each time a user updates the current master method from the global instrument method in the TraceFinderData 3 3 InstrumentMethods folder TraceFinder Administrator Console User Guide 31 Using the Plugins View Thermo Scientific Use the features on the Plugins Administration page to configure available plugins for the TraceFinder application Follow these procedures e To enable plugins e To configure an email plugin e To configure a Sieve plugin To enable plugins 1 Click Administration in the Plugins navigation pane The Plugins Administration page opens listing all available plugins Plugins Administration Changes made to plugin configuration will take effect the next time you start TraceFinder Enabled Name Signed E Thermo BlogViewer 2 W Thermo Email Enabled plugins selected plugin For each plugin that you want to use in the TraceFinder application select the Enabled check box To configure a plugin select the plu
33. or this sample Reasons that you define for an event Users can select one of these default reasons when prompted to confirm the event in the Confirm Changes dialog box Table 5 Events Sheet 1 of 3 Parameter Application Application Start Description All Application events are automatic events The Confirm Custom Reason Default Reason and ESignature features are not available for these events Makes an entry in the audit log each time a user launches the TraceFinder application Application Stop Makes an entry in the audit log each time a user closes the TraceFinder application Cdb Database Updated Makes an entry in the audit log each time a user updates the compound database Security Security Changed Makes an entry in the audit log each time a user modifies the configuration security User Lockout User Login User Login Failed Thermo Scientific settings Makes an entry in the audit log each time the application locks out the user Makes an entry in the audit log each time a user logs in to the TraceFinder application Makes an entry in the audit log each time a user enters incorrect credentials when logging in to the TraceFinder application TraceFinder Administrator Console User Guide 29 3 Using the Audit View Event Maps Table 5 Events Sheet 2 of 3 Parameter Batch Adjust Retention Time Associate Rawfile Batch Created Batch Exported Batch Moved Batch Opened Batch Saved Batch Save
34. ption Makes an entry in the audit log each time a user updates a local method from a master method in the Batch View in the Analysis mode Makes an entry in the audit log each time a user updates a master instrument method from the local instrument method Makes an entry in the audit log each time a user updates a master method in the Local Method view in the Analysis mode Makes an entry in the audit log each time a user creates a new batch template in the Acquisition wizard This is an automatic event The Confirm Custom Reason Default Reason and ESignature features are not available for this event Makes an entry in the audit log each time a user opens a batch template This is an automatic event The Confirm Custom Reason Default Reason and ESignature features are not available for this event Makes an entry in the audit log each time a user saves a batch template Makes an entry in the audit log each time a user modifies the expected retention time for a single compound or for all compounds in the method Makes an entry in the audit log each time a user associates a raw data file with a master method Makes an entry in the audit log each time a user creates a new master method This is an automatic event The Confirm Custom Reason Default Reason and ESignature features are not available for this event Makes an entry in the audit log each time a user opens a master method This is an automatic event The Confirm Cust
35. r Administrator Console User Guide Thermo Scientific 4 Using the Plugins View To configure a Sieve plugin 1 On the Plugins Administration page select the Thermo Sieve plugin and click Configure The Sieve Runner Configuration dialog box opens LAJ Sieve Runner Configuration Detection Type Component Extraction D Chromatographic Alignment and Framing Identification A _ADDD pTT None _ ChemSpider DB Lookup Cancel _ 2 In the Detection Type area select one of the following methods for analyte detection e Component Extraction e Chromatographic Alignment and Framing 3 In the Identification area select one of the following methods for identifying the chemical structure None Uses no identification method e ChemSpider Uses the ChemSpider web based chemical structure database search to identify compounds Click Configure select a ChemSpider database and then specify the mass tolerance maximum number of frames to identify and the default ion charge Then click Save e DB Lookup Uses the selected database to identify compounds Browse to locate a Sieve library csv and click Open 4 Click Save in the Sieve Runner Configuration dialog box Thermo Scientific TraceFinder Administrator Console User Guide 35 Importing and Exporting Administrator Settings Use the Export button to save your current security settings to a file Use the Import button to import saved security
36. r Guide 25 3 Using the Audit View Event Maps Event Maps An event map defines which auditing parameters the application uses for each audited event Use the following procedures e To open the Audit Administration page gt KS gt KS To create an event map To edit an event map To open the Audit Administration page Click Administration in the Audit navigation pane The Audit Administration page opens For a detailed list of all parameters see Administration Page on page 28 To create an event map Do one of the following e Click the Create New Map icon l The application adds a new audit map named NewMap_1 to the audit map list The application sets all parameters in the new audit map to the default e Select an audit map and click the Copy icon The application copies the selected map and adds a new audit map named OriginalName_1 to the audit map list The application copies all parameter values from the selected map Optional Edit any of the following parameters e Select the audit map name in the Name column and rename the new audit map e In the Selected Map pane type information for the new audit map e In the Events pane edit the parameter values for the new audit map To edit an event map In the Audit Maps pane select the audit map that you want to edit The application displays the parameter values for the selected map in the Events pane Tip Th
37. settings to your current Administrator Console Follow these procedures e To export settings to a file e To import settings from a file To export settings to a file 1 Set and apply all the settings that you want to export 2 Click Export The Browse For Folder dialog box opens Browse For Folder Select a destination for your exported database Computer gt OSDisk C gt 3 DVD RW Drive D gt Ge share ussjo X Make New Folder 3 Locate the folder where you want to save the exported file and click OK The target folder can be on the local machine on a network drive or on a USB drive Tip To create a new folder for the saved data navigate to a higher level folder click Make New Folder type the name for the new folder and click OK The application writes the saved security information to the following file AdminConsole abd Thermo Scientific TraceFinder Administrator Console User Guide 37 A Importing and Exporting Administrator Settings To import settings from a file 1 Click Import The Import Database dialog box opens 2 Click Select and locate a saved administrator database file adb to import The database file can be on the local machine on a network drive or on a USB drive 3 Click Open The Import Database dialog box displays the imported records G Import Database CA TraceFinderDate 3 3 Admin ConfigConsole adb Import Started Roles 5 records impor
38. specific result sets TraceFinder Administrator Console User Guide 9 1 Using the Security View Roles QAQC In the default QAQC role you review graphically applicable data and interpret the data but you do not manipulate the data A QAQC technician is responsible for these tasks Reviewing data from the mass spectrometer Understanding the results and who ran and passed along the results before giving intermediate approval and sending the data to management Receiving instructions for new sets of samples for the TraceFinder application to analyze after finishing the current analysis Note In the QAQC role you have access only to the Analysis mode Technician In the default Technician role you are responsible for setting up the instrument samples and using previously built sequences and methods for processing and acquiring data You also edit existing methods for processing and acquiring data review collected data and distinguish between the need to rerun samples or pass reports up to the supervisor On a daily basis you are responsible for gathering the list of samples to run and creating the sequence of events A technician is responsible for these tasks Submitting samples Creating and submitting batches Creating data to be reviewed by management Receiving instructions for new sets of samples for the TraceFinder application to analyze after finishing the current analysis Reviewing data from the mass sp
39. ted Permissions 0 records imported Users 2 records imported Role Permission Mappings 67 records imported User Role Mappings 4 records imported Role Group Mappings 0 records imported Audit Maps 0 records imported Audit Map Events 0 records imported Audit Event Reasons 0 records imported Import Complete 4 Close the Import Database dialog box 5 To see the imported changes on your current page refresh the page 38 TraceFinder Administrator Console User Guide Thermo Scientific Index A Active Directory Domain authentication method 2 AdminConsole abd 37 authentication user security automatic screen locking 3 C contacting us vii D default role permissions 16 domain mapping 24 E exporting administrator settings 37 importing administrator settings 38 ITAdmin role 9 L LabDirector role 8 Local Windows authentication method 1 logging in when user security is enabled x logging in when user security is not enabled viii mapping roles 18 P parameters Authenticate Explicit Users Only 5 Enable Security 5 Lock Client that Has No Interaction 5 Silent Authentication 5 Thermo Scientific Plugins Administration page 33 procedures add a new user 6 add a role 11 add an available repository 22 allow a single access login 4 change permissions for a role 13 configure a Sieve plugin 35 configure an email plugin 34 create anew mapping 18 create a new repository 22 create
40. tion method you specify to authenticate the user name and password To enable automatic screen locking Select the Lock Client check box Note This feature is available only when you select the Enable Security check box In the Minutes box type the number of minutes of inactivity before the application locks the screen and prompts the user to reenter the password You can enter a number between 1 and 999 minutes 999 minutes is approximately 16 hours TraceFinder Administrator Console User Guide 3 1 Using the Security View Global Policy After the specified number of minutes elapses with no activity from a user the TraceFinder application displays a lock screen with this login box TraceFinder Is Locked TraceFinder is locked due to timeout User AMERY is currenthy logged in Username Password Logout While the password protected lock screen is active the TraceFinder application continues to perform all queued analysis acquisition processing or reporting functions 3 When you have completed all your changes to the Security Global Policy page click Apply To restrict access only to users created in TraceFinder 1 Select the Authenticate Explicit Users Only check box Note This feature is available only when you select the Enable Security check box 2 Click Apply The TraceFinder application allows access only to users listed in the Users list on the Users page See
41. w repository e To delete a repository To open the Repository Administration page Click Administration in the Repository navigation pane The Repository Administration page opens Repository Administration Thermo Scientific TraceFinder Administrator Console User Guide 21 2 Using the Repository View Administration To add an available repository 1 Click the Add Repository icon The Add Repository dialog box opens Fixed 2 Select a repository in the list 3 Click Add The Add Repository dialog box closes and the application adds the selected repository to the available repository list Repository Administration 4 Make sure the Enable check box is selected The application enables all added repositories by default 5 When you have made all your changes click Apply To create a new repository 1 Click the Add Repository icon The Add Repository dialog box opens 22 TraceFinder Administrator Console User Guide Thermo Scientific 2 Using the Repository View Administration 2 Select a drive from the Drive list CA Fired TA Network AA Network Drives can be any of the following e Fixed Directly connected to your computer e Network Either a remote box or a mapped drive A shared folder that is mapped to a drive letter might physically exist on your computer but because it is mapped it is considered a Network drive e Removable Temporary drives such as
42. which Terms and Conditions of Sale shall govern all conflicting information between the two documents Release history Revision A May 2015 Software version Microsoft Windows 7 Professional SP1 Thermo Foundation 3 1 Xcalibur 3 1 LC Devices 3 0 GC Devices 3 2 For Research Use Only Not for use in diagnostic procedures Contents Thermo Scientific Chapter 1 Chapter 2 Chapter 3 Chapter 4 Appendix A i ee ee ee ee eee V CO e e E E E E EO EEE vii Accessing the Administrator Console 0 0 0 cee eee eee eee viii Using the Security View 0 00 cece eee eee eee e eee e eens 1 Authentication Provider 420204460 0405560emecdeveddeawave dS ahane ews l EE el o E E E E E eouaeeuns 3 U ETETEN ENEN E ENEE TEENE TEE ETET EE 6 E e E EEE AE ee E E eo TEE E 8 Role Mapping creers bn cehe eee needa up ses ances cose ee e 18 Using the Repository View 0c ccc cece eee eee eens 21 A A OUS enon 6a bo hee oe Boh eee ed bees boa eas 21 Doman Wap pine 2 22500268 weer d neon aeeteos eens pear abe 24 Using the Audit View 0 0 cee cee cece teen eee 25 PUG IOGS oat ae cee tne ahoane su heeneeeeaneesse ss cee esse sees 25 Byent VidpS 2 ote ee deo eee de eee sas che nads eters E ese 26 Using the Plugins View 00 c cece eee eee eee eee eens 33 Importing and Exporting Administrator Settings 000005 37 UOR anaE EA 39 TraceFinder Administrator Console User Guide iii
Download Pdf Manuals
Related Search