match it! dna v1.1 software installation - immucor software...using a script provided to it...

MATCH IT! DNA V1.1

Software Installation

1.0 Table of Contents 1.0 Table of Contents ................................ 1

2.0 Revisions ............................................ 2

3.0 Installation Checklist ........................... 3

4.0 Prerequisites ...................................... 4

5.0 Database Configuration Options ......... 5

6.0 Software Installation ........................ 11

6.1 Full and Client Installation ................ 11

6.2 Upgrade Instructions ........................ 19

7.0 Services Installation ......................... 21

8.0 Post-installation Steps ...................... 29

9.0 Appendix A(Opening Firewall Port 7575)33

550 West Ave Stamford, CT 06902 888.329.0255

www.immucor.com of 47 LC1352.3 (05/13)

2.0 Revisions

Date Author Revision Description

10/11/12 C. Frangus 0 Creation

11/7/12 C. Frangus 1 Implemented CR4455 and CR4533 to

clarify installation details and add service pack installation directions in section 6, as

required for Service pack 1 (v1.0.0.1).

2/27/13 S. Boucher 2 Implemented CR4751, CR4805, CR4931 and CR4984.

5/15/13 S. Boucher 3 Implemented CR5535



3.0 Installation Checklist

3.1 Before installing MATCH IT! DNA V1.1 determine the following:

a. Do you have an existing MATCH IT! Antibody V1.0.0.x

database? If so, you must upgrade to MATCH IT! Antibody V1.1

before the MATCH IT! DNA client install. See MATCH IT! Antibody V1.1 Installation Instructions checklist.

b. Do you have an existing MATCH IT! Antibody V1.1 database?

If so, follow the Client only directions for MATCH IT! DNA

installation. c. Do you have an existing MATCH IT! DNA V1.0 database? If so,

follow the MATCH IT! DNA Upgrade instructions.-.

d. If you have no existing MATCH IT! database a full installation is required. Select a database configuration.

i. Server based - pg 4

ii. Dedicated workstation - pg 6 iii. Luminex system - pg 8

d. Is autobatch setup going to be used? iv. If the LIFECODES Services have already been setup for

MATCH IT! Antibody and are working, please update with the most current LIFECODES Services Service Pack.

Navigate to WWW.IMMUCOR.COM/LIFECODES and click the link for LIFECODES PRODUCT INFORMATION.

Navigate to the Services Release folder to update. i. If the LIFECODES Services have not been installed, then

installation of the LIFECODES Services is required. See page 21

1. Are the CSV file held on a network drive? a. If yes, request a service account with access

to that directory from your IT for the services to run under.

2. If a firewall is running on the system open port

7575 for TCPIP traffic. (directions can be found in

appendix A for Windows XP and Windows 7) 3.2 Administrative rights are required for installation of MATCH IT!

DNA v1.1 and LIFECODES Services.

http://www.immucor.com/LIFECODES



4.0 Prerequisites

Installation process will install these prerequisites as required.

4.1 Microsoft SQL Server 2008

4.2 Microsoft.NET Framework 3.5 with SP1

4.3 Microsoft SQL Server Management Objects 10.0



5.0 Database Configuration Options

Immucor’s MATCH IT! product supports a number of different network

topologies allowing it to be configured to meet the needs of the network and

IT policies.

5.1 Server Based Installation - Recommended The configuration assumes that the IT department has a dedicated server

running Microsoft SQL Server 2008 Standard edition or above.

Immucor will provide the customer’s IT department with a database script

which when run on their server will create the necessary database user along with necessary permissions as well as the default database.

Pros for this configuration

Database Server will be more efficient in processing data compared to a standard desktop database.

IT typically backs up their database systems nightly. More stable configuration for the system as a whole.

Database size is only limited by the amount of space available on hardware.

Cons for this configuration

Additional cost for Microsoft SQL Server if IT does not already have a dedicated Server.



Figure 1:

Server Based Installation – Recommended

Figure 1: Server Based Installation

Dedicated Database Server – MATCH IT! database is created on server using a script provided to IT department.

Lab PC 1, 2, N - Only the MATCH IT! Client is required on Lab PCs. Each PC connects to the MATCH IT! database on dedicated server.

Luminex System(s) – LIFECODES Services is required for auto batch

processing. The MATCH IT! client is optional on this machine.

Notes:

Connection between Lab PC(s) and Luminex System is over TCP/IP If Luminex System has a firewall running port 7575 must be opened for

communication between Lab PC(s) and the Luminex system(s).



5.2 Dedicated Desktop PC SQL Server Express Installation The configuration assumes the Lab has a dedicated Desktop machine that

will be used as the main SQL Server 2008 Express server.

Pros for this configuration Less cost than a dedicated database server (SQL Server Express is free

from Microsoft)

Better option than using Luminex system as the database server if a

dedicated database server is not available.

Cons for this configuration

Limited Database size of 10 GB. SQL Server Express would require intervention to create nightly backups

System performance could degrade as the system is database dependent



Figure 2: Dedicated Desktop PC SQL Server Express Installation

Figure 2: Dedicated Workstation Database

Dedicated PC Workstation – Full database installation of MATCH IT! is

required.

Lab PC 1, 2, N - Only the MATCH IT! Client is required on Lab PCs. Each PC

connects to the MATCH IT! database on dedicated PC workstation. Luminex System(s) - LIFECODES Services is required for auto batch

processing. The MATCH IT! client is optional on this machine.

Notes:

Connection between Lab PC(s) and Luminex System is over TCP/IP

If Luminex System has a firewall running port 7575 must be opened for




5.3 Luminex System with MATCH IT! Database (Not

recommended for high volume) The configuration assumes the Lab is using the Luminex System or another

client system to house their main MATCH IT! database.

This installation requires the full MATCH IT! database for the Luminex system. This will be accomplished in Step 5 of Section 6.

Pros for this configuration no cost as Luminex system is already available

Cons for this configuration System performance could degrade as now both the MATCH IT!

Database and the Luminex Database are both on the same system contend for resources.

User intervention required for nightly backups.



Figure 3:

Luminex System with MATCH IT! Database (Not recommended for high volume)

Figure 3: Luminex or other client computer serving as Database Server.

Lab PC 1, 2, N – Only the MATCH IT! Client is required on Lab PCs. Each PC

connects to the MATCH IT! database on Luminex PC. Luminex System(s) – Full installation of MATCH IT! is required. LIFECODES

Services is required for auto batch processing.

Notes: Connection between Lab PC(s) and Luminex System is over TCP/IP

If Luminex System has a firewall running port 7575 must be opened for




6.0 Software Installation

Insert the Installation CD into the CD Player on the target computer for

both a full installation and an upgrade. Open folder to view files. For a

full installation double click “MATCH IT DNA Installation” exe and follow

the directions below. For an upgrade double click “MATCH IT DNA Upgrade” exe and proceed to page 17.

6.1 MATCH IT! DNA v1.1 Installation –Full and Client 6.1.1. MATCH IT! 1.1 Install Shield Wizard – Click Install

6.1.2 After clicking Install, the installation process may ask if

Microsoft Backward Compatibility SQL 2005 should be installed. Select “NO”



Note: You may be prompted to reboot your computer at this

time. If prompted, reboot.

6.1.3 The installation process will ask if SQL Server 2008 Express should be installed.

6.1.3.1 Click Yes if this is a Full install of

MATCH IT! DNA v1.1 6.1.3.2 Click No if this is a Client install of

MATCH IT! DNA v1.1 6.1.4 Begin the MATCHIT! System Installation – Click Next



6.1.5 Step 4 End User License Agreement – Accept the terms and click Next

6.1.6 Database Server Connection

6.1.6.1 If this is a Full install of MATCH IT! DNA v1.1, leave all of the defaults as they are on the screen.

The database installation process created the EVOLUTION instance on the target system – Click Next

Note: Login ID: sa

Password: GenProbeS@L



6.1.6.2 If this is a Client install of MATCH IT! DNA v1.1,

check the “I do not want to configure the MATCHIT

database” – this will allow the installation to continue without

creating a database on the system.

6.1.7 Complete Installation – Click Install, then Finish



6.1.8 Check the website for any necessary software updates. Navigate to WWW.IMMUCOR.COM/LIFECODES and click the link for

LIFECODES PRODUCT INFORMATION. Navigate to the Software Update folder and perform any necessary software updates.

6.1.9 If this is Full or Client Install then before opening the software proceed to Database Management. (Start All Programs

Gen Probe Transplant Diagnostics MatchIT! DNA MatchIT!

Database Management)

6.1.9.1 Log into database management

Note: Login ID dbadmin

Password GenProbeS@L1

Click Choose Server.




6.1.9.2 In drop down choose available Sql Instance:

(local)EVOLUTION. Press connect. Highlight matchit under Available Databases and then press ok.

6.1.9.3 Highlight matchit under database management home screen. Press connect.



6.1.9.4 Close Database Management and then open software

to make sure database is connected.



Note for Non-administrator Users:

These steps are required prior to using the software for each

individual.

1. Navigate to: C:\Program Files\LIFECODES\Match IT DNA

2. Copy and paste and GenProbe folder into the following

location:

Windows 7:

C:\ Users\ User Name\ App Data\ Local

Windows XP:

C:\ Documents and Settings\ User Name\ Local Settings Application Data

3. If a SerologicalEquivalent.dat file exists it is necessary for

each individual user to delete this file prior to opening the

software for the first time or after a software upgrade has been performed. The file can be found in the following

locations:

Windows 7: C:\Users\(user id)\AppData\Local

Windows XP: C:\Documents and Settings\(user id)\Local Settings\Application Data



6.2 Upgrade to MATCH IT! v1.1 from v1.0

6.2.1 MATCH IT! 1.1 Install Shield Wizard – Click Next

6.2.2 Upgrade Install will begin.



6.2.3 Install Shield Wizard Completed – Click Finish.



7.0 Services Installation

SERVICE INSTALLATION

For the Auto batch processing to run the LIFECODES Service must be

installed on all Luminex Systems in the Lab. Insert the LIFECODES

Services Installation CD into the CD Player on the target computer. Open Windows Explorer browse to the CD Player and open the

ServicesInstallation.htm file manually. This will load the Installation

process in Internet Explorer. Follow the directions on the page to begin

the installation process.

7.1Service Installation Steps

7.1.1 Installation of Microsoft.NET Framework 3.5 sp1 If the target system does not have the .NET Framework

3.5 sp1 installed the first step in the process is to install

this component. Administrative Rights are required for this installation.

7.1.2 System Re-boot may be required. – Click Yes



7.1.3 Installation begins – Click Next

7.1.4 Read and Accept the End User License Agreement



7.1.5 Complete the Installation – Click Install Upon completion Click Finish

7.1.6 Download the most current LIFECODES Services Service Pack.

Navigate to WWW.IMMUCOR.COM/LIFECODES and click the link for LIFECODES PRODUCT INFORMATION. Navigate to the Services Release

folder to update.

7.1.7 Once downloaded, double click to execute and click Next.




7.1.8 Click Install



7.1.9 Click Finish

7.2 Configuration for Auto Import 7.2.1 Folder Structure on Luminex Machines

7.2.1.1 3 directories are required for the Lifecodes

Services to run correctly. These are set in the MATCHIT! Folder Watch Service Configuration

Manager. 7.2.1.1.1 Luminex Output Folder – this is the folder

location where upon assay completion Luminex puts the CSV file.

7.2.1.1.2 MATCHIT! XML Folder – The MATCHIT!

Software will place an XML file in this

location for each Auto-Batch Created and

sent to the Luminex System. 7.2.1.1.3 MATCHIT! Completed Folder – When

MATCHIT! has completed processing the

CSV file, the XML file associated with that CSV is moved to a completed folder.

Example folder locations for local directories:

C:\My Batches\Output

C:\My Batches\MatchIT! XML

C:\My Batches\MatchIT! XML\Completed



Example folder locations for network directories:

\\Stmlab-8vc73m1\My Batches\Output

\\Stmlab-8vc73m1\My Batches\ MatchIT! XML

\\Stmlab-8vc73m1\My Batches\ MatchIT! XML\Completed

7.2.2 Watch Service Configuration Manager – local

folders

Note: if folders created in 7.2.1 are on network

drive, skip to step 7.2.3

Once the folder structure has been setup run the Gen-

Probe Transplant Diagnostics/Lifecodes Services/MATCHIT Folder Watch Service Configuration Manager – accessed

from the start menu. In the Notification Icons area an Icon will appear, right mouse click and choose “Show Form” to load the

application form.

Watch Service Icon



Watch Service Configuration Manager

To set each Folder, First select the drive letter from the dropdown box

(typically this will be the “C” drive). Outlined in black above. Once the drive has been selected double click on the drive letter in the

list box to show the list of available folders. Outlined in red above 7.2.2.1 To set the Current Luminex Output Folder double

click on the “Output” folder in the list of available

folders and then click on the Set Luminex Output Watch Folder to set the value.

7.2.2.2 To set the Current MATCHIT! XML File Drop Folder

navigate to the MATCHIT! XML Folder created in step 7.2.1.1.2, double click on this folder to select

it, then click on the Set MatchIT! XML Drop

Folder to set the value.

7.2.2.3 To set the Current MATCHIT! Completed File Folder navigate to the MATCHIT! Completed Folder created

in step 7.2.1.1.3, double click on this folder to



select it, then click on the Set MatchIT! Completed File Folder to set the value.

7.2.2.4 Setting of a default database is an optional

parameter, as the MATCHIT! XML files will contain

the database in which the batch was created. The

default database is used if this value is missing.

This value can be set in 2 ways, type into the server.database text box the values and the

password text box (the default password for

MATCHIT! is lifematch#1). Or if the desired database is available in the Available Servers list

select the server then the database. This will

populate the server.database text box. Enter the password for this database. Upon completion click

the Set Default MatchIT! DB Server 7.2.3 Watch Service Configuration Manager – network

folders Note: if folders were set in 7.2.2, skip this section Once the folder structure has been setup, enter folder

locations in the WatchFolderConfigurator.exe.Config – accessed from the local C drive.

7.2.3.1 Navigate to the Lifecodes Services folder found in: C:\Program Files\Gen-Probe Transplant Diagnostics Or: C:\Application Data\Local Directory\Gen-Probe

7.2.3.2 Right click on WatchFolderConfigurator.exe.Config and select Open with | Notepad

7.2.3.3 Add folder locations created in step 7.2.1: OutFolder – Luminex Output directory

InFolder – MatchIT! XML directory Processed – Completed directory

Note: directories should be entered as UNC paths, not

lettered network drives. See example below.

7.2.3.4 Save WatchFolderConfigurator.exe.Config



8.0 Post-installation Steps

Several items are required to complete the installation process. Failure

to complete these steps may result in problems when printing reports

and using Auto Batch processing.

8.1 Lab Information

8.1.1 Open the MATCHIT! DNA software

8.1.2 From the toolbar open the Settings menu and chose the Preferences menu item.

8.1.3 The preferences window will open

8.1.4 Enter the pertinent lab information; this is used as the header

information in the system reports so it is important for this

information to be available.

8.1.5 Click the Save Settings button – the system will indicate that

the save has completed successfully



8.2 DNA Settings

8.2.1 In the DNA Typing group, set the Auto-Assign check box as

per lab specifications 8.2.2 Then choose the typing option used by the lab.

8.2.3 In the Common Well-Defined Allele Typing Options, choose the option used by the lab.

8.2.4 In the Merge Options group set the Auto merge check boxes as per the lab specifications.



8.3 Auto Batch

8.3.1 Set the Auto-Convert to Eye Readable format if the lab uses

the eye readable format for its sample IDs. 8.3.2 Set the columns that will are used by the lab for the patient

list.

8.4 Date Format Settings

8.4.1 From the Open Preferences window select the Date Format Setting tab.



8.4.2 Chose the display date for the system, this will format all dates within the system as the “Selected Date Format”

8.4.3 Next set the date format that your Luminex system uses. The

Run Date from the CSV file is captured by the MATCHIT!

System and thus it is necessary to know what format Luminex

is using to put the date in the output CSV file. If this does not

match the format upon importing of a CSV the system will ask the end user to specify the run date.

8.4.4 Click the Close Window button to close this form.

8.5 Report Settings

8.5.1 Choose the paper size

8.5.2 Choose the address format

8.5.3 Set the DNA Report Preferences for what is included in the reports.



9.0 Appendix A

Procedure for Opening Firewall Port 7575 in Windows 7

1. From the Start menu, open the Control Panel



2. In the Control Panel, click the link labeled Windows Firewall



3. In the Windows Firewall Control Panel page, click the link labeled

Advanced settings

4. Select Inbound Rules (on the left), then click on New Rule… (on the right)



5. On the first page of the New Inbound Rule Wizard, select Port; then click

Next



6. On the next page, click on Specific local ports: and type 7575 into the text

box; then click Next



7. On the next page, select Allow the connection; then click Next



8. Confirm Domain, Private, and Public networks are all selected. Click Next



9. Give the rule a name, and optionally a description (remembering the name you

choose here may make it easier to close the firewall port, if you decide to at

some later time); then click Finish



10. Select Outbound Rules (on the left), then click on New Rule… (on the right)

11. Repeat Steps 5 through 9.



Procedure for Opening Firewall Port 7575 in Windows XP

1. From the Start menu, open the Control Panel



2. In the Control Panel, click on the Security Center link (note: if your Control

Panel screen looks different from the image below, click on Switch to

Category View which should change your screen’s appearance so it matches

the image below)



3. In Windows Security Center, click on the Windows Firewall link



4. Select the Exceptions tab

5. Click on Add Port…



6. Make sure TCP is selected; then type a name for the port, type 7575 in the

Port number text box, and then click OK



7. Click OK