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®

eve
the bioprocess platform software
User Guide

We bring life to your laboratory.


One single solution to
unify all your equipment
and data.

eve® – 2021 H2
Bioprocess software
Version 1.123

Further information about the Infors AG


product can be found online at: Headoffice, Switzerland
https://www.infors-ht.com/en/eve Rittergasse 27
CH-4103 Bottmingen

T +41 (0)61 425 77 00

info@infors-ht.com
eveSupport@infors-ht.com
TABLE OF CONTENTS

Table of Contents
1 Getting Started 6

1.1 About this User Guide 7

1.2 Installation and Requirements 8

1.3 Login 8

1.4 Logout and Session Timeout 9

1.5 Compatibility of software releases 9

2 How to Work with eve® 10

2.1 Main Menus 13

2.2 Buttons 14

2.3 Menu Structure Appearance 15

2.4 Search and Filter Tables 16

3 DASHBOARD 17

4 PLAN & RUN 18

4.1 Plan and Run Single Batch 19

4.1.1 Basic Setup 20

4.1.1.1 Assign Project 21

4.1.1.2 Load and Apply Recipe 21

4.1.1.3 Select Device 22

4.1.1.4 Configure the Parameters 23

4.1.2 Organism Information 32

4.1.2.1 Select Organism 33

4.1.2.2 Add Inoculum Information 34

4.1.3 Culture Media Information 35

4.1.3.1 Select Culture Medium 36

4.1.3.2 Edit Culture Medium 37

4.1.4 Batch Strategy 40

4.1.4.1 Add a Phase 41

4.1.4.2 Delete a Phase 42

4.1.4.3 Edit the Phases 42

4.1.4.4 Set Transition Rules 43

4.1.4.5 Set Parameter Setpoints 45

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4.1.4.6 Use Predefined Functions 46

4.1.4.7 Define Custom Functions 57

4.1.5 Start a Single Batch 58

4.2 Plan and Run Multiple Batch 59

4.2.1 Configure Reference Batch 60

4.2.2 Modify and Start Batches 61

4.2.2.1 Change Device 62

4.2.2.2 Change Basic Setup 63

4.2.2.3 Change Organism Information 64

4.2.2.4 Change Culture Media Information 65

4.2.2.5 Change Strategy 66

4.2.2.6 Start, Open, Delete or Inoculate Batch(es) 67

5 MONITOR & ANALYSE 68

5.1 Batches Menu 69

5.1.1 Subscribe to E-Mail Alarm Notifications 70

5.2 Running Batches Menu 71

5.2.1 Show/Hide and Sort Parameters 72

5.2.2 Display of Alarms in the Batch Overview 73

5.3 Monitor, Adjust or Analyse Batch 74

5.3.1 Inoculate Batch 76

5.3.2 Take or Export Offline Samples 77

5.3.3 Add Log Book Entry 80

5.3.4 Change Parameter Setpoints 81

5.3.5 Change Strategy 82

5.3.6 Skip Phase Manually 82

5.3.7 Stop Batch 83

5.3.8 Compare Batches 84

5.4 Chart Management 88

5.4.1 Add or Delete Charts 89

5.4.2 Use Chart Templates 90

5.4.3 Export or Print Chart 92

5.4.4 Configure Chart 93

5.4.4.1 Configure Axis 94

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5.4.4.2 Change Parameter Appearance 96

5.4.4.3 Configure Axis Scale 99

5.4.4.4 Change Time Scale and Zoom 101

5.4.4.5 Change Tooltip Mode 104

5.4.4.6 Configure Data Loading 105

5.5 Alarms 106

6 LIBRARIES 108

6.1 Batches 109

6.1.1 Search and Filter Batch Data 110

6.1.2 Archive Batch Data 111

6.1.3 Import Batch Data 111

6.1.4 Export Batch Data 113

6.1.5 Create Report 114

6.2 Recipes 119

6.2.1 Create New Recipe 120

6.2.2 Import Recipe 120

6.2.3 Export Recipe 121

6.3 Organisms 122

6.3.1 Add New Organism 123

6.3.2 Edit Organism 124

6.3.3 Delete Organism 124

6.4 Culture Media 125

6.4.1 Add New Culture Medium 126

6.4.2 Edit Culture Medium 129

6.4.3 Delete Culture Medium 129

6.5 Compounds 130

6.5.1 Add New Compound 131

6.5.2 Edit Compound 132

6.5.3 Delete Compound 132

6.6 Soft-Sensors 133

6.6.1 Soft-Sensor Basics 134

6.6.2 Add New Soft-Sensor 137

6.6.3 Apply Soft-Sensor 143

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6.6.4 Edit Soft-Sensor 145

6.6.5 Delete Soft-Sensor 146

6.6.6 Import Soft-Sensor 147

6.6.7 Export Soft-Sensor 147

6.7 Scripting Methods 148

6.7.1 Add New Scripting Method 149

6.7.2 Edit Scripting Method 151

6.7.3 Update Scripting Method in Soft-Sensor/Custom Function 152

6.7.4 Delete Scripting Method 152

6.8 Audit Trail 153

6.8.1 Search and Filter Audit Trail 154

6.8.2 Export Audit Trail 156

6.8.3 Overview about Types of Actions and Event Types 158

7 RESOURCES 159

7.1 Equipment 160

7.1.1 Add New Device 161

7.1.2 Add and Bind External Device 162

7.1.3 Update Device 165

7.1.4 Edit Settings 166

7.1.4.1 Change Device Settings 167

7.1.4.2 Change Unit Settings 168

7.1.4.3 Change Module Settings 169

7.1.4.4 Change Parameter Settings 170

7.1.4.5 Configure Unknown Device Parameter 173

7.2 Projects 174

7.2.1 Create New Project 175

7.3 User Administration 176

7.3.1 User Roles and User Rights 177

7.3.2 User Names and Passwords 178

7.3.3 Add New User 179

7.3.4 Edit User 180

7.3.5 Reset Password 181

8 SETTINGS 182

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8.1 My Profile 182

8.2 Global 186

8.2.1 Default Batch Report Settings 188

8.2.2 Mandatory Information 190

8.2.3 Administrator E-Mail Address 191

8.2.4 Use Global Chart View Settings 192

8.2.5 Automatic User Log-Off 192

8.2.6 User Blocking after Failed Log-In 193

8.2.7 IP Whitelist 194

8.2.8 Password Aging 195

8.2.9 High Security Password 195

8.2.10 E-Mail Server Configuration 196

8.2.11 REST API Access 197

8.2.12 csv Export Settings 198

8.2.13 Custom Basic Setup Metadata 199

8.2.14 Custom Organism Metadata 200

8.2.15 Custom Culture Media Metadata 201

8.2.16 Backup 202

8.3 License 206

8.3.1 Software Maintenance License 207

8.3.2 Activate License Online 208

8.3.3 Activate License Offline 209

8.4 About 210

9 Contact 211

10 Glossary 212

Appendix A Installation Guide 218

eve Installation Guide 219

User Guide eve® | version 2021 H2 5


GETTING STARTED

1 Getting Started
eve® the bioprocess platform software is able to do more than just planning, controlling and analysing your biopro-
cesses. eve® integrates workflows, devices, bioprocess information and big data in a web-based platform that lets
you organise your projects - no matter how complex they are.

eve® integrates complex control strategies based on soft-sensors and phase transition techniques and makes it
accessible to non-expert users via a modern intuitive workflow. Online and offline data are seamlessly integrated
for comparison and graphical analysis in real time.

eve® is the platform for big data in bioprocesses. It uses cutting-edge NoSQL technology instead of traditional SQL.
eve® catapults your bioprocesses into the world of big data, making bioprocess information centralised, unlimited
and fast.

eve® embraces incubation shakers and bioreactors of all sizes and types and allows to connect and manage your
lab resources in an easy way.

License Structure

eve® has a modular structure and permits that only required capabilities need to be specified and each user can
build a tailored set of functionality to meet their precise needs. The basic software can be expanded with additional
licenses.

License Functions

Plan and monitor experiments, including data storage and export.

Workflow oriented planning and monitoring of at least 80 batches


Connect any number of bioreactors and shakers (number depends on server performance)
Save batch data in a central NoSQL database (Elastic)
eve® Basic Preconfigured, individually adjustable charts
Libraries for organising and administrating process data
Dynamic and fixed alarms
Data import: .csv, .xls, .xlsx, .eve, .iri
Data export: .csv, .eve
Supported OPC server: OPC XML DA, OPC DA, OPC UA

Design complex strategies, control mechanisms and expanded analysis.

Complete batch strategy system including preconfigured and programmable functions


Comparison charts: compare running with completed batches (Golden Batch)
eve® Time- and event-based comparison between running and completed batches in adaptable
Standard charts
Set control values manually or by means of a function (Strategy, etc.)
Create soft-sensors using integrated templates
Plan multiple batches simultaneously in a single experiment
Save batches as recipes to reuse the setup

Solution suitable for work in the validated environment according to FDA 21 CFR Part 11. The
premium license contains additional safety features as well as validation documents for the soft-
ware.
eve®
Automatic log-off
Premium High security password
Password aging
User lockout after failed log-ins
Declaration of conformity, IQ protocols and functional specification

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GETTING STARTED

1.1 About this User Guide


This user guide provides an introduction to the most important concepts and contains all the information you need
to use eve® the bioprocess platform software as efficiently as possible. Please note that this user guide provides the
information for all licenses (Basic, Standard and Premium). Depending on the license you have activated, not all
functions are available.

The following sections should help you to get familiar with the conventions used in this document.

Important or helpful notes

To highlight warnings, important information or application examples, they are presented as follows:

This symbol indicates a hazardous situation which could result in malfunction of the software and/or
data loss.

This symbol indicates further information about a function in the software.

This symbol indicates a simple application example for a function or setting in the software and indic-
ates an easy solution for a specific demand.

Text conventions

The following designations are used to indicate instructions, results and elements on the user interface:

Active (clickable) elements on the user interface of the software (e.g. buttons or tabs) are shown in bold
letters.
Passive (not clickable) elements on the user interface (e.g. menu titles) are shown in italic letters.
Actions to be carried out are indicated with a numbered list (1. 2. 3.).
Results of actions are indicated with an arrow ( ).

Images

All images showing the various menus, dialogue boxes and pages of eve® the bioprocess platform software reflect
the view of a user with the user role Manager with Premium software license. Please note that the images aid gen-
eral understanding. Due to potential changes in the software, these may differ from the actual graphical user inter-
face.

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GETTING STARTED

1.2 Installation and Requirements


All information on installation and hardware requirements for installation and use of eve® can be
found in the installation guide in the appendix ("Installation Guide" on page 218).

1.3 Login
After a successful installation of eve® the software can be started as follows:

1. Click on the Launch eve icon on your desktop.

The default web browser of your operating system starts and the eve® login screen appears. For inform-
ation regarding the supported web browsers, refer to the installation guide (see "Installation Guide" on
page 218).

Use the default username for the first login:

Username: Administrator
Password: Administrator

Note that administrators are only allowed to manage the equipment and user accounts (see "User
Administration" on page 176). Full feature access is exclusively activated for users with a role as a
Manager or User.

2. Enter your username and the corresponding password.


3. Click LOGIN.
The DASHBOARD screen appears.

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GETTING STARTED

1.4 Logout and Session Timeout


Manual logout

It is possible to log out at any time by clicking the icon on the top right. After logging out, the login screen
appears, where you can log in anew if required. If you close the browser window, you will be logged out as well.

Session timeout

If automatic user log-off is activated in the global settings (see "Automatic User Log-Off" on page 192), the session
will automatically expire after a defined waiting period. This means that you are automatically logged out if you are
not performing any interaction via keyboard or mouse during the waiting period. Please note that all data that
have not been saved will be lost when you are logged out.

Session timeouts will be announced 10 seconds in advance. After the session has been expired, the login screen
appears and you can log in anew if required.

1.5 Compatibility of software releases


With release 2020 Q2 the databases (RavenDB and Elasticsearch) have been upgraded. This must be considered
when updating the software or restoring backup data, as this means that not all eve® releases are compatible with
each other. Pay attention to the following:

It is not possible to update a release 2020 Q1 or older directly to a release newer than 2020 Q2 R1. In this
case, you first have to update eve® to 2020 Q2 R1 and then from 2020 Q2 R1 to the desired release newer
than 2020 Q2 R1.

After performing an update we strongly recommend to store a backup of the database. This is necessary, as
backups created with an older software version may no longer be usable after the software update.
Backup files created with version 1.73 or later can be restored in version 2020 Q1 or older. Backup files cre-
ated with version 2020 Q1 or older cannot be restored in version 2020 Q2 or later. Therefore, after updat-
ing to version 2020 Q2, it is strongly recommended to store a new backup file.

To
Backup and Restore Data
≤ 2020 Q1 ≥ 2020 Q2

From ≤ 2020 Q1 possible not possible

≥ 2020 Q2 not possible possible

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HOW TO WORK WITH EVE®

2 How to Work with eve®


Following are some concepts that are especially important to understand when you are starting to work with eve®.

Data structure

In eve®, the batch data can be organised in experiments and projects in order to ensure easy management, doc-
umentation and traceability of the data. Batch data can be structured as follows:

Project: Projects are the top level of the structure. A project contains one or more experiments. When cre-
ating a single batch or multiple batch experiment, these can be assigned to a project. New projects can be
added in the RESOURCES section.
Experiment: An experiment contains one or more batches. When creating a single batch or multiple batch,
the experiment is automatically created and gets the same name.
Batch: A batch is an individual bioprocess configured in an experiment and assigned to a unit (e.g. vessel A
of a bioreactor). Batches can either be created individually (single batch) or in parallel using a reference
batch (multiple batch).

Device components

To be able to work with eve®, especially to manage the equipment, it is important to know how the individual
parts of a device are represented in eve®. The following table provides an overview of the various device-related
terms used in eve®.

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HOW TO WORK WITH EVE®

Term Definition Example

A device is the physically present piece


of equipment. In eve® devices can be Bioreactor
Device added and managed in the EQUIPMENT (device) with 6
section. A device can have one or more vessels (units)
units.

A unit is the part of a bioprocess device


that can perform a bioprocess. In eve®,
Vessel A of a
each batch has to be assigned to one spe-
bioreactor
cific unit. A unit can have one or more
modules.

Unit OR

External humid-
A piece of equipment that can be bound
ifier (A) bound to
to another unit. A unit can have one or
vessel A of a
more modules.
bioreactor

A module is a measurement or control


Humidifier as a
element of an individual unit or a logical
Module logical grouping
grouping of parameters. A module can
of parameters
have one or more parameters.

A parameter is a measurement and/or


Parameter "Tem-
control circuit used for the bioprocess
perature" of an
Parameter consisting of a sensor and/or actor. In eve
external humid-
three different types of parameters are
ifier
used:

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HOW TO WORK WITH EVE®

Workflow

eve® provides a workflow to plan and run an experiment. Basically the workflow to plan and run an experiment
from scratch consists of the following steps:

1. Define the resources

a. Configure your equipment (e.g. bioreactor or shaker) "Equipment" on page 160

b. Create a project to organise the data (optional) "Projects " on page 174

2. Define the components in the libraries

a. Define the organisms you cultivate (optional) "Organisms" on page 122

b. Define the culture media you use (optional) "Culture Media" on page 125

c. Define the soft-sensors you want to use (optional) "Soft-Sensors" on page 133

3. Plan the experiment

a. Plan a single batch experiment "Plan and Run Single Batch" on page 19

I. Define the basic setup "Basic Setup" on page 20

II. Define the organisms (optional) "Organism Information" on page 32

III. Define the culture media (optional) "Culture Media Information" on page 35

IV. Define the batch strategy (optional) "Batch Strategy" on page 40

OR

b. Plan a multiple batch experiment "Plan and Run Multiple Batch" on page 59

I. Define a reference batch (same procedure as


"Configure Reference Batch" on page 60
for a single batch)

II. Modify the single batches of the multiple batch


"Modify and Start Batches" on page 61
experiment (optional)

"Monitor, Adjust or Analyse Batch" on


4. Run the batch(es) (monitor and adjust)
page 74

5. Analyse the completed batch(es)

a. Export the batch data (optional) "Export Batch Data" on page 113

b. Create a report (optional) "Create Report" on page 114

c. Export the chart (optional) "Export or Print Chart" on page 92

d. Compare the batches (optional) "Compare Batches" on page 84

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HOW TO WORK WITH EVE®

2.1 Main Menus


eve® comes with five different program parts, which can be opened by clicking on the corresponding menu in the
bar on the left side. The font of the currently active menu is displayed in orange. By clicking on the menu heading,
the submenus are expanded.

The main menus provide the following features:

Menu Functions

In the PLAN & RUN menu single and multiple batches can be
planned and started. The following functions are available:

Clean and intuitive workflow procedure for creating batches


Connection to a comprehensive organism, culture media and
soft-sensor library
Strategy design tool with integrated functions and soft-
sensors

In the MONITOR & ANALYSE menu all batches can be monitored,


controlled and analysed. The following functions are available:

Monitor and control batches


Overview about all running batches including their parameters
Post processing of batches
Comparison of live and historical batch data
Chart customisation

In the LIBRARIES menu all the information about batches, recipes,


organisms, culture media, soft-sensors, scripting methods and audit
trail can be accessed and managed. The following functions are avail-
able:

Access, import and export of batch data


Create and manage organisms, culture media and compounds
Built-in scripting engine for soft-sensors and custom functions
Audit trail on user actions

In the RESOURCES menu the configuration of devices, projects and


users can be managed. The following functions are available:

Quick and easy device connection


Project and data structuring
User management

In the SETTINGS menu user-specific and global settings can be


changed. In addition, information about the software and the license
configuration is provided. The following functions are available:

User profile customisation


Global system settings
Log-off and data export configuration
Software information
License configuration

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HOW TO WORK WITH EVE®

2.2 Buttons
The following table gives an overview about the icons used in the software.

Button Description Button Description

Help Expand

Full screen Minimise

Windowed screen Add

Log out Close

User profile Time

Open (planned) batch Skip phase

Open (completed and running) batch Filter table

Export Archive

Report Unarchive

Edit Binding (soft-sensor)

Update component (e.g. device or


Delete
soft-sensor)

Settings Get further information

Load

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2.3 Menu Structure Appearance


The menu structure on the left-hand side of the screen is by default minimised. The submenus can be displayed by
clicking on a menu tab. To expand the menu structure so that the submenus are always visible, click the small
arrow tab on the bottom of the menu section. To minimise the menu structure again, click the arrow tab anew.

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HOW TO WORK WITH EVE®

2.4 Search and Filter Tables


Every table in eve® can be sorted and some of them can be filtered. Filtering allows an easy and quick search for a
specific entry (e.g. Audit Trail entry on the dashboard).

The data libraries BATCHES and AUDIT TRAIL are provided with an advanced search function.
Detailed information on the search functions in these libraries can be found in the corresponding
chapter:
- "Search and Filter Batch Data" on page 110
- "Search and Filter Audit Trail" on page 154

Sort table
1. To sort a table in either ascending or descending order, click the heading of the column you want to sort by.

Filter table

Not all tables provide a filter function. If a filter function is available, the filter icon is displayed
next to the column header.

1. To filter a table by a specific entry, click the filter icon in the header.

The options for sort and filter appear.

2. Enter the search term and click Filter.

The entries of the table are filtered according to the entered search term.

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DASHBOARD

3 DASHBOARD
The dashboard is the main overview window of eve®. The widget-like tiles of running batches and planned exper-
iments support a fast and easy control and allow access to the experiments and batches. Furthermore, a list of the
most recent actions logged in the audit trail is provided.

The bar on the left side of the screen provides access to the various menus of the software. Depending on the user
rights of the logged in person, the menus are visible or hidden.

Number Function Number Function


Button to open the user profile of the logged
1 Display of current position in the menu 7
in person
Main menu structure to navigate between List of the most recent entries in the Audit
2 8
the different parts of the software trail
Overview about all running batches
Alarms tab. Click on the tab to show all active
3 9
Click the icon to show the chart view or inactive alarms.
of a batch.
Overview about all planned experiments
4 Button to open the eve® user guide 10
Click the icon to show the settings of an
experiment/batch.
Button to expand or minimise the main menu
5 Button to switch to full screen mode 11
structure
6 Button to log out of the software

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PLAN & RUN

4 PLAN & RUN


In the PLAN & RUN menu new bioprocesses (batches) can be defined and started. Bioprocesses can be conducted
either in parallel or one at a time. eve® the bioprocess platform software allows you to chose your desired work-
flow and then to plan and run experiments and batches easily.

The PLAN & RUN menu includes the following submenus:

Menu Function Example

Select SINGLE BATCH if you would like to


plan and run an experiment with one single
batch. A supportive workflow guides you
through the different steps of the setup of
"Plan and Run Single the batch. The organisms to be cultivated
Batch" on the facing and the culture media used can be selected
page from the library. A strategy design tool
allows you to define the different phases of
the bioprocess by allowing you to set the
parameter setpoints for each phase indi-
vidually.

Select MULTIPLE BATCH if you would like


to plan and run an experiment with two or
more batches with the same or similar set-
tings in parallel. The entire workflow to plan
a multiple batch experiment is almost the
"Plan and Run Mul-
same as for a single batch. However, at the
tiple Batch" on
beginning of the planning of a multiple
page 59
batch experiment, a reference batch has to
be configured, which defines a rough frame-
work for all the individual batches. Each indi-
vidual batch can then be modified as
required and started individually.

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PLAN & RUN

4.1 Plan and Run Single Batch


Plan and run a single batch

To plan and run a single batch, proceed as follows:

1. Go to PLAN & RUN > SINGLE BATCH.

The BASIC SETUP screen appears.

Workflow

The workflow to plan a single batch consists of four steps:

"Basic Setup" on the next page


"Organism Information" on page 32
"Culture Media Information" on page 35
"Batch Strategy" on page 40

The steps ORGANISM, CULTURE MEDIA and BATCH STRATEGY are optional. A quick start function allows you to
start the batch as soon as you have entered all mandatory information in the BASIC SETUP step. However, the
optional steps allow you to specify the batch more in detail by entering information concerning the organism to be
cultivated and the culture media used. This information can be used for documentation purposes for example. The
BATCH STRATEGY step allows you to partially or completely automate the cultivation process.

The batch including all changes made to the batch settings is automatically saved in the BATCHES library. If you
want to start or modify the batch at a later time, you can open the batch in the BATCHES library.

A navigation bar is provided to navigate between the different workflow steps. Note that at least the mandatory
information in the BASIC SETUP step must be entered so that the other workflow steps become active. The cur-
rently active step is displayed in orange in the navigation bar.

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PLAN & RUN

4.1.1 Basic Setup


In the BASIC SETUP section generic information about the batch can be configured. In addition, the assignment to
a project, loading of recipes and the selection of the device with the subsequent configuration of all the process
parameters can be managed. Only the name of the batch and the device selection are mandatory. All other inform-
ation and settings are optional.

Number Function Number Function


Selection of a recipe (see "Load and Apply
1 Current workflow position (BASIC SETUP) 5
Recipe" on the facing page)
Selection of the device (see "Select
2 Unique name of the batch (mandatory) 6
Device" on page 22)
Configuration of the parameters (see
3 Description of the batch 7
"Configure the Parameters" on page 23)
QUICK START button to start the batch
Assignment to a project (see "Assign Project"
4 8 without having to go through the further
on the facing page)
steps in the workflow

In addition to the metadata, that can be entered by default, further user-specific metadata can be
defined (see "Custom Basic Setup Metadata" on page 199).

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PLAN & RUN

4.1.1.1 Assign Project

To be able to assign a batch to a project, the project must first be created in the RESOURCES menu
(see "Projects " on page 174). If no project is selected, the batch is automatically assigned to a "no-
name" project.

To assign the batch to a project, proceed as follows:

1. Go to the In the BASIC SETUP section.


2. Click the icon to get a list of the stored projects.

3. Select your appropriate project.

The batch is assigned to the specific project.

4.1.1.2 Load and Apply Recipe

For information how to create a new recipe, see "Create New Recipe" on page 120.

To load and apply a recipe, proceed as follows:

1. Go to the In the BASIC SETUP section.


2. Click the icon in the LOAD RECIPE field to select the appropriate recipe for your batch.

The LOAD RECIPE pop-up screen appears.

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PLAN & RUN

3. Select the corresponding recipe and click OK.


Depending on your recipe parts of the workflow or the entire workflow is configured. If required you can
change the settings. This will not affect the recipe.

4.1.1.3 Select Device

For information how to add a new device, see "Add New Device" on page 161.

To select the appropriate device for your batch, proceed as follows:

1. Go to the In the BASIC SETUP section.


2. Click the icon in the SELECT DEVICE field.
The CHANGE DEVICE pop-up screen appears, where all your configured devices are listed.

3. Select any free device to continue with the configuration of the batch.

If you simply want to plan an experiment, it is also possible to select a device which is not con-
nected or in use. However, to start a batch, the device must be free.

4. Click OK at the bottom of the CHANGE DEVICE pop-up screen to save your settings and get back to the
BASIC SETUP screen.

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PLAN & RUN

If a recipe with an old device name was imported and assigned to a batch, the device must be
reselected. In this case, the message RESELECT DEVICE is shown.

4.1.1.4 Configure the Parameters


In the CONFIGURE PARAMETERS section three different kinds of parameters can be configured and selected:

Parameter type Description

Device parameter Parameter present on the device (e.g. temperature, pO2 etc.).

Parameter whose value is delivered by a device that is not connected to the software.
Offline parameter
The value is therefore entered manually by the user (e.g. when taking an offline sample).

Computer program that calculates new information based on acquired batch data. It
uses data from parameters (inputs) in order to create information in the form of new
Soft-sensors parameters (outputs). The signals are used for calculating additional actual process
information based on a specific algorithm. Soft-sensors can be added and edited in the
SOFT-SENSORS section and are available as parameter in the PARAMETERS section.

To be able to configure the parameters, you first have to select a device for the batch (see "Select
Device" on the previous page).

1. Go to the In the BASIC SETUP section.


2. Click the icon in the CONFIGURE PARAMETERS section to configure your parameters.

The CONFIGURE PARAMETERS pop-up screen appears. By default, the list of the parameters is expanded.

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A. Parameters (device parameters and soft-sensor parameters)

The PARAMETERS section allows you to set the following:

Number Function Number Function


Switch control parameter on or off (only
1 5 Select fixed alarm type
available for parameters with setpoint)
Select dynamic alarm type (only available for
2 Field for parameter setpoint value 6
parameters with setpoint)
3 Field for lower alarm value 7 Switch alarm on or off
4 Field for upper alarm value

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Switch control parameters on or off

All parameters that are required for the current batch must be activated. Proceed as follows:

1. Click on any control toggle button of a specific parameter.


The control of the specific parameter is switched on / off.

The control toggle button is disabled for all parameters that do not have a setpoint (e.g. sensor
parameters).

For some devices (e.g. INFORS HT shakers) it is not possible to switch the control parameters on or
off. In this case, the CONTROL column and the toggle buttons are not visible.

By clicking on the CONTROL column header itself you can switch all parameter controls either on
or off simultaneously.

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Set setpoint of device parameters

To change a setpoint of a specific parameter, proceed as follows:

1. Click into any setpoint field of a specific parameter.


2. Enter the new value.
The new setpoint of the parameter is set.

The touch screen software of the INFORS HT bioreactors provides the option of setting up a cas-
cade control of a process parameter. If a parameter is controlled by a cascade, no manual setpoint
can be set in eve® and the message CONTROLLED BY CASCADE is shown.

Set alarm type

For each parameter (device parameters and soft-sensors) it is possible to enable or disable the alarm. If enabled, an
alarm is triggered, if the actual value of the parameter is no longer within the set alarm limits. The alarm message is
shown in the ALARMS tab on the bottom of the screen. Furthermore it is possible to receive the alarm message by
e-mail (see "Alarms" on page 106).

You can choose between the following two alarm types:

Fixed alarm type: If you select FIXED, you can set absolute values as alarm limits. Example: An alarm is
triggered if the temperature falls below 35 °C or rises above 39 °C.
Dynamic alarm type: If you select DYNAMIC, you can define a range that moves with the setpoint. The
upper and lower alarm values will continuously be calculated in relation to the setpoint during the batch.
Note that dynamic alarms are only available for parameters that can be controlled and therefore can have a
setpoint. Example: An alarm is triggered if the temperature exceeds or falls below the setpoint by 2 °C.

To set the alarm type, proceed as follows:

1. Click either on the FIXED or DYNAMIC alarm type button.


The alarm type of the specific parameter is set and the lower and upper alarms can be configured.

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Set limit or range of an alarm

Depending on the selected alarm type, either a range or absolute limits can be set. To change the range or the limit
of a parameter alarm, proceed as follows:

1. Click into either the upper or lower alarm field of the parameter.
2. Change the value by entering a new value.
The new range or limit of the alarm is set.

Switch alarm on or off

By default, for each parameter the alarm is switched on. To disable the alarm of a specific parameter, proceed as
follows:

1. Click on the OFF button of the specific parameter.


The alarm of the specific parameter is switched off.

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B. Offline parameters

Each batch can have several configured offline parameters. The actual values for the offline parameters can be
entered when taking an offline sample (see "Take or Export Offline Samples" on page 77).

Configuring and adding an offline parameter can be helpful if you already know what kind of
samples you will take during the cultivation process. For example the definition of biomass (xt)- and
substrate concentration (st) may be useful for visualising the taken offline samples in the chart dis-
play.

Add an existing offline parameter

To add an offline parameter, proceed as follows:

1. Click OFFLINE PARAMETERS in the CONFIGURE PARAMETERS section.

2. Click ADD OFFLINE PARAMETER.

The ADD OFFLINE PARAMETER pop-up screen appears.

3. Select the offline parameter from your offline parameters library.


4. Click OK at the bottom of the pop-up screen.
The new offline parameter is added to the offline parameter list.

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Configure a new offline parameter

To configure a completely new offline parameter, proceed as follows:

1. Click CREATE in the ADD OFFLINE PARAMETER pop-up screen.


A new pop-up screen with the configuration of the offline parameter appears.

2. Enter any name for the offline parameter (mandatory).


3. Select a parameter type for the offline parameter (optional).
4. Select the unit for the offline parameter (optional).
5. Define the decimals for the offline parameter (mandatory).

When you take a sample and enter the value for the offline parameter, you will be forced to enter
the value with exactly the decimals defined here (e.g. 2 decimals = x.xx) (see "Take or Export Offline
Samples" on page 77).

6. Click SAVE to save your settings.

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C. Soft-sensors

For information how to configure a new soft-sensor, see "Add New Soft-Sensor" on page 137.

To select a soft-sensor for your batch, proceed as follows:

1. Click SOFT-SENSORS in the CONFIGURE PARAMETERS section.

2. Click ADD SOFT-SENSOR at the top of the soft-sensor parameters list.


The ADD SOFT-SENSOR pop-up screen appears.

3. Select the soft-sensor from your soft-sensor library.


4. Confirm with OK.

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The BIND SOFT-SENSOR INPUTS pop-up screen appears.

5. Bind the inputs of the soft-sensor to the corresponding parameters.


6. Confirm with OK.
The selected soft-sensor is added to the soft-sensor parameters list.

7. If necessary, click the icon to edit the constant values of the soft-sensor.

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4.1.2 Organism Information


The ORGANISM section allows you to specify the organism you cultivate with the batch. This information is
optional. However, the information can be linked to several other applications and allows easy storage of batch
information in one place.

Number Function Number Function


1 Current workflow position (ORGANISM) 4 Inoculum volume at inoculation time point
Button to add an organism (see "Select Inoculum concentration/OD at inoculation
2 5
Organism" on the facing page) time point
3 Specification of the selected organism

Inoculum volume and inoculum concentration/OD can also be specified during a running batch when
the batch is inoculated (see "Inoculate Batch" on page 76).

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4.1.2.1 Select Organism

For information how to create a new organism, see "Add New Organism" on page 123.

1. Go to the ORGANISM section.


2. Click the icon in the ADD ORGANISM section to select the appropriate organism for your batch.

The SELECT ORGANISM pop-up screen appears.

3. Select the appropriate organism for your batch.


4. Click OK to save your settings.
Information about the specific organism is displayed in the organism screen.

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4.1.2.2 Add Inoculum Information


Inoculum volume
1. Go to the ORGANISM section.
2. Enter any value in the INOCULUM VOLUME field for your inoculum volume.
3. Select the corresponding unit for your inoculum volume in the drop down menu next to it.
The inoculum volume with the corresponding unit is displayed.

Inoculum concentration
1. Go to the ORGANISM section.
2. Enter any value in the INOCULUM CONCENTRATION field for your inoculum concentration.
3. Select the corresponding unit for your inoculum concentration in the drop down menu next to it.
The inoculum concentration with the corresponding unit is displayed.

Specifying the inoculum concentration (x0) as an example enables the possibility to use this value for
a biomass growth model. Furthermore, any entered information in this section is saved to the batch
and always accessible.

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4.1.3 Culture Media Information


The CULTURE MEDIA section allows you to specify the culture media of the batch. This information is optional.
However, the information can be linked to several other applications and allows easy storage of batch information
in one place.

Number Function Number Function


Current workflow position (CULTURE
1 4 Button to delete specific culture media entry
MEDIA)
Button to select a culture medium from
2 the library (see "Select Culture 5 List of all added culture media
Medium" on the next page)
Button to edit specific culture media
3 entry (See "Edit Culture Medium" on
page 37)

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4.1.3.1 Select Culture Medium

For information how to create a new culture medium, see "Add New Culture Medium" on page 126.

1. Go to the CULTURE MEDIA section.


2. Click ADD CULTURE MEDIUM at the top of the culture media screen.

The ADD CULTURE MEDIUM pop-up screen appears.

3. Select the appropriate culture medium for your batch.


As soon as you click on a culture medium the list of the compounds appears.

4. Click OK to save your selection.

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4.1.3.2 Edit Culture Medium


1. Go to the CULTURE MEDIA section.
2. Click the icon on the right side of the culture medium you would like to edit.
The EDIT CULTURE MEDIUM pop-up screen appears.

Add a culture medium compound

1. Click into the enter a compound field at the top of the culture medium compound list.

2. Enter the new culture medium compound.

As you start to type any culture medium compound a list of proposed culture medium compounds
(synchronised from the culture medium compounds library) appears and allows you to select you
desired culture medium compound.

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Edit culture medium compounds

Simple changes of the culture medium compounds can be conducted by clicking into the corresponding fields.
Each amount and unit of a specific culture medium compound can be changed directly in the displayed list.

1. Click directly on the specific culture medium compound which you want to change and enter the new value.

2. Change the unit of the specific culture medium compound.

The changed value will turn immediately into orange as an indication of change.

By clicking on the icon you can easily delete a culture medium compound from the current cul-
ture medium compound list.

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Save changes of the selected culture medium

Changing any values or compounds of the selected culture medium results into two options for saving the altered
culture medium:

Save the altered culture medium as a new entry to the culture media library
Save the altered culture medium to the current batch
1. Click SAVE TO LIBRARY to save the altered culture medium to the culture media library.

A pop-up window to save the culture medium to the library appears.

2. Enter a new name for the altered culture medium.


3. Click SAVE to save the altered culture medium in the culture media library and continue in the PLAN & RUN
workflow.

Click OK if you simply want to save the altered culture medium to your batch and continue in the
PLAN & RUN workflow.

If you do not save the altered culture medium to your culture media library, the culture medium will
not be available for any further batches.

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4.1.4 Batch Strategy


The BATCH STRATEGY section is the source of every advanced batch strategy configuration. Each batch strategy
consists of one or more phases. For each phase the setpoints can be defined individually. The process parameters
can be controlled in three ways:

By setting fixed values (e.g. Temperature 30 °C)


By using functions (e.g. exponential feed rate)
By enabling (switching on) or disabling (switching off) a process parameter (e.g. activation of soft-sensor)

The different phases of a strategy are connected to each other via transition rules. The transition rules determine
which conditions must be met before the next phase can start.

Number Function Number Function


Current workflow position
1 List of all configured process parameters 6
(BATCH STRATEGY)
Button to add a phase (see "Add a Phase"
2 Name of the phase 7
on the facing page)
EDIT PHASES button to modify the phases
Button to delete a phase (see "Delete a
3 8 of the strategy (see "Edit the Phases" on
Phase" on page 42)
page 42)
Button to define the transition rule between
START button to start the batch (see "Start
4 two phases (see "Set Transition Rules" on 9
a Single Batch" on page 58)
page 43)
Visualisation of a configured function (see
5
"Use Predefined Functions" on page 46)

By default, every batch strategy starts with the phases "Preparation" and "Batch". The transition for
this two phases is triggered by inoculating the batch (see "Inoculate Batch" on page 76). However,
the two preconfigured phases can be renamed or deleted.

Defining the number of phases at the very beginning helps to build the frame work of the strategy.
As soon as all the phases are configured, it is easy to configure each parameter for every phase.

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For a simple fed-batch cultivation the pre-programmed function "exponential" can be used to get a
exponential feeding profile. The exponential feed profile is based on Ft = F0 ∙ eµ∙t where F0 and µ∙t
have to be defined.

The touch screen software of the INFORS HT bioreactors provides the option of setting up a cascade
control of a process parameter. If a parameter is controlled by a cascade, the message box
PARAMETER CONTROLLED BY CASCADE is shown. When you hover over the message box, the text
disappears and allows you to edit the setpoint or the function. Note that eve® doesn't send new set-
points to parameters that are cascaded in the touch screen software of the bioreactor.

4.1.4.1 Add a Phase


To add a new phase in the batch strategy, proceed as follows:

1. Click the PLUS icon on the right-hand side of the last phase container.

A new phase is attached to your strategy and connected by an unconfigured transition.

2. Click into the name of the phase and enter a new name.
The new phase is ready for the configuration of all process parameters.

With the PLUS icon, a phase can only be added at the end of the sequence. To add phases
between already existing phases or to change the order of the phases, click EDIT PHASES.

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4.1.4.2 Delete a Phase


To delete a not used phase in the batch strategy, proceed as follows:

1. Click the icon on the right-hand side of the phase container.

2. Confirm the deletion of the selected phase.


The entire phase is deleted immediately.

4.1.4.3 Edit the Phases


The EDIT PHASES section allows to change the order of the different phases. Furthermore you can delete not used
phases, add new ones and rename the phases.

To edit the phases in the batch strategy, proceed as follows:

1. Click EDIT PHASES.

The EDIT PHASES screen appears.

2. To change the order of the phases, move them to the desired position using drag and drop.
3. Click OK to save your settings.

It is not possible to replace a phase where a function is running over several other phases. Fur-
thermore it is not possible to place a phase in between two phases that are connected with a func-
tion.

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4.1.4.4 Set Transition Rules


Transition rules define the conditions that must be met for the next phase to become active. Each transition rule
operates as a trigger and starts the strategy for the next phase.

Overview transition rules

The following four different rules are available:

Rule Description Example

The next phase starts as soon as


The parameter - value rule is the standard trans-
the temperature reaches 30 °C.
Parameter - value ition rule where any defined parameter reaches a
certain value and triggers the transition.

The next phase starts as soon as


The parameter - parameter rule can be used to the optical density is higher than
Parameter - para- compare calculated and measured parameters the offline measured optical
meter (e.g. offline and online values) or any other similar density.
parameters.

The next phase starts as soon as


The event rule can be used to trigger the transition the batch has been inoculated.
Event
to the next phase when a particular event occurs.

The next phase starts after 12


The timeout rule can be used to define the dur-
hours.
Timeout ation of a phase. The next phase starts as soon as
the set time has expired.

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Combining transition rules

The transition rules can be combined using AND or OR functions. A transition rule also can be used multiple times.

Multiple transition rules can only be combined by one of the boolean connection buttons (either AND
or OR). It is not possible to mix AND and OR.

Example: The next phase starts as soon as the temp. is higher than 30 °C and the pH is higher than 7.

Set a transition rule

To set a transition rule, proceed as follows:

1. Add a new phase to the strategy (see "Add a Phase" on page 41).


2. Click the orange transition icon between the two phases.

The TRANSITION RULES screen appears.

3. Select the desired transition rule by clicking the corresponding button.


4. Enter the values for the rule.
5. Confirm with OK.

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To delete a transition rule, simply click on the icon on the right-hand side of the transition rule.

4.1.4.5 Set Parameter Setpoints


Defining different kind of phases allows you to change the setpoint of a parameter at a specific time point during
the process strategy.

1. Click in any parameter entry field to change the specific setpoint.

2. Enter a new value for the specific parameter setpoint.

The setpoint of a parameter continues as long as no other value/function is configured for this spe-
cific parameter (i.e. also for several process phases). This rule is also true for any configured function
which reaches a certain maximum/minimum at a specific time point. As long as no other specific set-
point is configured in the strategy, the parameter value will not change.

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4.1.4.6 Use Predefined Functions


For each parameter any function can be configured within a specific process phase or for several process phases. A
function is based on an equation which calculates a setpoint for the parameter. eve® provides a set of predefined
functions which can be applied to any parameter. The following predefined functions are available:

"Linear function" on the facing page


"Ramp function" on page 48
"Exponential function" on page 49
"Step function" on page 49
"Gravimetric feed" on page 51

To use a predefined function, proceed as follows:

1. Click the icon on the right-hand side of the parameter entry field to configure any function for a specific
parameter.

The CREATE FUNCTION screen appears.

2. Select any of the provided functions and click the corresponding icon.
The CONFIGURATION screen appears.

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Linear function

The preconfigured linear function consists of the two constants slope and offset (intercept). For each constant any
real number can be configured.

1. To configure the linear function, click LINEAR.

The linear function configuration screen appears.

2. Select to which phase the function should be applied to.


3. Enter any real numbers for the constants slope (a) and offset (b).
4. Click OK to save your settings.

If the configured function does not reach the planned end value (maximum/minimum) within the con-
figured phase, the setpoint of this specific parameter will no longer follow the configured function
and the last value will be applied (see "Set Transition Rules" on page 43).

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Ramp function

The preconfigured ramp function is based on the linear function but consists of a start and the end point and any
specified time interval. This function is especially applicable when no previous information function (i.e. calculation
and models) of the parameter is available.

1. To configure the ramp function, click RAMP.

The ramp function configuration screen appears.

2. Select to which phase the function should be applied to.


3. Enter any real number for the start and end setpoint.
4. Enter any real number for the time interval and select the corresponding time unit.
A live visualisation of the configured function is displayed.

5. Click OK to save your settings.

The time interval defines the slope of the ramp function and by that how fast the end setpoint is
reached. If the configured function does not reach the planned end value
(maximum/minimum) within the configured phase, the setpoint of this specific parameter will no
longer follow the configured function and the last value will be applied (see "Set Transition Rules" on
page 43).

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Exponential function

The preconfigured exponential function consists of the two constants factor and exponent. For each constant, any
real number can be configured.

1. To configure the exponential function, click EXPONENTIAL.

The exponential function configuration screen appears.

2. Select to which phase the function should be applied to.


3. Enter any real number for factor a (F0) and the exponent b (µ).
4. Click OK to save your settings.

If the configured function does not reach the planned end value (maximum/minimum) within the con-
figured phase, the setpoint of this specific parameter will no longer follow the configured function
and the last value will be applied (see "Set Transition Rules" on page 43).

Step function

The step function is a table that allows to configure a certain parameter value as setpoint for any given timepoint
(absolute).

1. To configure the step function, click STEP.

The step function configuration screen appears

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2. Select to which phase the function should be applied to.


3. Click ADD STEP to add an additional step to your table.
4. Within a step, configure the specific (absolute) timepoint (hh:mm:ss) when the setpoint change should be
applied.

The table is always ordered automatically as soon as you enter a new value.

5. Click into the setpoint entry field to configure any setpoint of the parameter for this specific step.

6. If necessary, you can tick the REPEAT checkbox to repeat the entire step function (all steps).

The repeat function within the step function is especially useful when a repetitive profile is applied.

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If the configured function does not reach the planned end value (maximum/minimum) within the con-
figured phase, the setpoint of this specific parameter will no longer follow the configured function
and the last value will be applied (see "Set Transition Rules" on page 43).

Gravimetric feed

Gravimetric functions are designed for feed pumps (although available for all parameter types). The evolution of
the setpoint will follow a feed rate profile in g h-1 based on the flow rate of the pump and controlled by the weight
of a specific balance.

There are two types of the gravimetric feed available:

Feed rate based: If this mode is selected, the feed is optimised for feed rate. The overall (absolute) weight
can drift due to interferences on the balance.
Weight based: If this mode is selected, the feed is optimised for feed integral. The feed rate will fluctuate
more.

When creating a gravimetric function you can choose between the exponential, polynomial and profile options.

Gravimetric exponential function

To configure the gravimetric exponential function, proceed as follows:

1. Click EXPONENTIAL.

The gravimetric exponential function configuration screen appears.

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2. Define to which phase the function should be applied to.


3. Enter the values for factor a (F0) and the exponent b (μ)
4. Click NEXT to continue with the configuration.
The advanced configuration screen appears.

5. Select the connected balance for your gravimetric feed.

6. Enter the maximal flow rate of the used pump at 100 % (INFORS HT equipment provides a built in calibration
function for that) in g h-1.

In the drop down selection of the balance, all parameters of type "Weight" and "Unknown" are
displayed.

7. Select the type of gravimetric feed control by clicking FEED RATE or WEIGHT.

8. Change the P-Term and I-Term for the controller if necessary.

Changing P- or I-Term or the window size will have influence on how the controller works.

9. Change the window size of the controller if necessary.


10. Click OK to save your settings.

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Gravimetric polynomial function

To configure the gravimetric polynomial function, proceed as follows:

1. Click POLYNOMINAL.

The gravimetric polynomial function configuration screen appears.

2. Define to which phase the function should be applied to.


3. Enter the values for your constants (up to 6). The polynomial equation will be displayed under the polynomial
equation field.
4. Click NEXT to continue with the configuration.
The advanced configuration screen appears.

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5. Select the connected balance for your gravimetric feed.

6. Enter the maximal flow rate of the used pump at 100 % (INFORS HT equipment provides a built in calibration
function for that) in g h-1.

In the drop down selection of the balance, all parameters of type "Weight" and "Unknown" are
displayed.

7. Select the type of gravimetric feed control by clicking FEED RATE or WEIGHT.

8. Change the P-Term and I-Term for the controller if necessary.

Changing P- or I-Term or the window size will have influence on how the controller works.

9. Change the window size of the controller if necessary.


10. Click OK to save your settings.

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Gravimetric profile function

To configure the gravimetric profile function, proceed as follows:

1. Click PROFILE.

The gravimetric profile function configuration screen appears.

2. Define to which phase the function should be applied to.


3. Select if the the profile should be interpolated LINEAR by a linear function or no interpolation NONE.

4. Click ADD STEP to add an additional step to your table.


5. Within a step, configure the specific (absolute) timepoint (hh:mm:ss) when the setpoint change should be
applied.
6. The table is always ordered automatically as soon as you enter a new value.
7. Click NEXT to continue with the configuration.
The advanced configuration screen appears.

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8. Select the connected balance for your gravimetric feed.

9. Enter the maximal flow rate of the used pump at 100 % (INFORS HT equipment provides a built in calibration
function for that) in g h-1.

In the drop down selection of the balance, all parameters of type "Weight" and "Unknown" are
displayed.

10. Select the type of gravimetric feed control by clicking FEED RATE or WEIGHT.

11. Change the P-Term and I-Term for the controller if necessary.

Changing P- or I-Term or the window size will have influence on how the controller works.

12. Change the window size of the controller if necessary.


13. Click OK to save your settings.

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4.1.4.7 Define Custom Functions


The custom functions allow you to program any function or script for parameters or advanced customised con-
trol strategies. This allows you to realise applications that are not possible using the predefined functions. The
scripts are based on the C# (C sharp) scripting language and are exactly the same as for soft-sensors (see "Soft-
Sensor Basics" on page 134).

Example

Sine function

//Setpoint as a Sine
var startValue = (output.MaximalValue - output.MinimalValue) / 2.0;
var sineRange = startValue * 0.7;
output.Setpoint = startValue + sine Range * Math.Sin(process.CurrentPhaseTime.TotalSeconds);

Define function

To define a custom function, proceed as follows:

1. Click CUSTOM.

The custom function configuration screen appears.

2. Optional: Add one or more predefined methods in the SCRIPTING METHODS section to use for your func-
tion or script. For information how to manage scripting methods, see "Scripting Methods" on page 148.
3. Enter any function or script in the editor window in the CONFIGURATION section.

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An automatic syntax checker will ensure the correct syntax. Syntax errors will be notified and displayed
with an error message in the corresponding script line.

4. Click OK to save your settings.

If the configured function does not reach the planned end value (maximum/minimum) within the con-
figured phase, the setpoint of this specific parameter will no longer follow the configured function
and the last value will be applied (see "Set Transition Rules" on page 43).

For a more detailed and more comprehensive description about the scripting in eve®, please refer to
the eve® scripting guide .

4.1.5 Start a Single Batch


When you have defined all the settings and entered all the necessary information, the batch can be started. Pro-
ceed as follows:

1. Go to the BATCH STRATEGY step.

2. Click START on the bottom right of the screen.

The batch is started and the MONITOR screen of the batch appears (see "Monitor, Adjust or Analyse
Batch" on page 74).

If you want to start the batch later on, just close the PLAN & RUN window. The batch is saved auto-
matically and can be opened again in the BATCHES library.

If you want to start a simple batch without any organism/culture media information or batch
strategy, a quick start function is available. All you need to do is define a name for the batch and
select the device in the BASIC SETUP step. To start the batch, click QUICK START on the bottom
right of the BASIC SETUP screen.

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4.2 Plan and Run Multiple Batch


Plan and run a multiple batch experiment

To plan and run a multiple batch experiment, proceed as follows:

1. Go to PLAN & RUN > MULTIPLE BATCH.

A generic setup screen for a multiple batch experiment appears.

Workflow

The workflow to plan a multiple batch experiment starts with the definition of the reference batch. The procedure
is similar to creating a single batch experiment (see the four workflow steps below). Afterwards, each batch of the
multiple batch experiment can be modified as required and started individually.

"Configure Reference Batch" on the next page


"Modify and Start Batches" on page 61

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4.2.1 Configure Reference Batch


The reference batch is the source configuration of every multiple batch experiment. The settings of the reference
batch will be applied automatically to all batches within the experiment. Each batch can be modified individually
once the reference batch has been defined. To define the reference batch, proceed as follows:

1. Click MULTIPLE BATCH on the left-hand side in the PLAN & RUN menu.

A setup screen for a multiple batch experiment appears.

2. Enter a name for the multiple batch experiment.

The name of the multiple batch experiment will be used both for the experiment and the single
batches within the experiment. Each batch gets the same name as the experiment with an ascend-
ing number. The name of the individual batches can be modified once the reference batch has
been defined.

3. Select a project (optional, see "Assign Project" on page 21).


4. Enter the amount of batches within the multiple batch experiment.
5. Click CONFIGURE REFERENCE BATCH at the bottom right-hand side of the screen.

The workflow to define the settings of the reference batch appears.

6. To define the settings of the reference batch, proceed the same way as when planning a single batch. For
details to the different workflow steps, refer to the corresponding chapters:
"Basic Setup" on page 20
"Organism Information" on page 32
"Culture Media Information" on page 35
"Batch Strategy" on page 40
7. When you have defined all the settings and entered all the necessary information, click
GENERATE EXPERIMENT at the bottom right-hand side of the BATCH STRATEGY screen.

The multiple batch overview table of all the planned batches appears.

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4.2.2 Modify and Start Batches


The reference batch is applied to the number of defined batches within the multiple batch experiment. As soon as
the experiment is generated, the following multiple batch overview table appears:

Number Function Number Function


Checkbox to select one or more batches.
The actions that can be executed with START button to start a single batch (see
1 the buttons in the footer (delete, start, 8 "Start, Open, Delete or Inoculate Batch(es)" on
inoculate and stop) are applied to all page 67)
selected batches.
Name of the single batch. By default,
each batch gets the same name as the DELETE button to delete a single batch (see
2 experiment with an ascending number. 9 "Start, Open, Delete or Inoculate Batch(es)" on
By clicking on the name the name can be page 67)
changed.
SELECT ALL / DESELECT ALL button to select
3 Name of the multiple batch experiment 10
or deselect all batches in the list
Button for selecting device, change basic
4a, 4b setup (see "Change Basic Setup" on 11 DELETE button to delete all selected batches
page 63)
Organism description, change organism
5a, 5b information (see "Change Organism 12 START button to start all selected batches
Information" on page 64)
Culture media description, change cul-
INOCULATE button to inoculate all selected
6a, 6b ture media information (see "Change 13
batches
Culture Media Information" on page 65)
Change strategy (see "Change Strategy"
7 14 STOP button to stop all selected batches
on page 66)

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4.2.2.1 Change Device


To change the device for a single batch, proceed as follows:

1. Click on the device name button in the BASIC SETUP column of the multiple batch overview table.

The CHANGE DEVICE pop-up screen appears.

2. Click on any free device.

3. Click OK to save your settings and get back to the multiple batch overview table.

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4.2.2.2 Change Basic Setup


To change the basic setup for a single batch, proceed as follows:

1. Click the icon in the BASIC SETUP column of the multiple batch overview table.

The BASIC SETUP screen of this specific batch appears.

2. Follow the instruction as for a single batch for editing the basic setup (see "Basic Setup" on page 20).
3. Click BACK TO OVERVIEW to get back to the multiple batch overview table.

If you just want to change the name of a single batch, you can also click directly into the name
column of the multiple batch overview table and change it.

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4.2.2.3 Change Organism Information


To change the organism information for a single batch, proceed as follows:

1. Click the icon in the ORGANISM column of the multiple batch overview table.

The ORGANISM screen of this specific batch appears.

2. Change the organism by clicking the icon next to the change organism option.

The SELECT ORGANISM pop-up screen appears.

3. Click on the appropriate organism for your single batch.


4. Click OK to save your settings.
5. Click BACK TO OVERVIEW to get back to the multiple batch overview table.

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4.2.2.4 Change Culture Media Information


To change the culture media information for a single batch, proceed as follows:

1. Click the icon in the CULTURE MEDIA column of the multiple batch overview table.

The CULTURE MEDIA screen of this specific batch appears.

2. Click ADD CULTURE MEDIUM on the top of the CULTURE MEDIA screen.

If you want to delete or edit an existing culture media, click the or icon on the right-hand
side of the culture media list.

The ADD CULTURE MEDIUM pop-up screen appears.

3. Follow the instruction as for a single batch for editing the culture medium (see "Edit Culture Medium" on
page 37).
4. Click OK to save your settings.
5. Click BACK TO OVERVIEW to get back to the multiple batch overview table.

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4.2.2.5 Change Strategy


To change the strategy for a single batch, proceed as follows:

1. Click the icon in the STRATEGY column of the multiple batch overview table.

The STRATEGY screen of this specific batch appears.

2. Follow the instructions as for a single batch to edit the strategy (see "Batch Strategy" on page 40).
3. Click BACK TO OVERVIEW to get back to the multiple batch overview table.

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4.2.2.6 Start, Open, Delete or Inoculate Batch(es)


The multiple batch overview table allows several different actions that can be applied either to one or multiple
batches at the same time:

Start a batch

1. To start a single batch, click START in the ACTION column of the multiple batch overview table. To start two
or more batches at the same time, select the batches and click START in the footer.
The batch is started and the MONITOR screen of the batch appears (see "Monitor, Adjust or Analyse
Batch" on page 74). If one or more batches cannot be started, a corresponding message appears.

Open a running batch

1. To open the chart view of a running batch, click OPEN in the ACTION column of the multiple batch overview
table.
The MONITOR screen of the specific batch appears.

The name of the multiple batch experiment is displayed at the top of the chart. Running/started
batches within the experiment are listed in a tab allowing fast switching between them.

Delete a batch

1. To delete a single batch, click the icon on the right-hand side of the ACTION column in the multiple batch
overview table. To delete two or more batches at the same time, select the batches and click DELETE in the
footer.
2. Confirm that you want to delete the specific batch(es).
The batch is deleted and removed from the multiple batch overview. If one or more batches cannot be
deleted, a corresponding message appears.

Inoculate a batch

Multiple batches can be inoculated simultaneously via the multi batch overview. This means that it is not necessary
to inoculate each batch individually (see "Inoculate Batch" on page 76). Proceed as follows:

1. Select all the batches you want to inoculate.


2. Click INOCULATE in the footer.
The selected batches are inoculated. If one or more batches cannot be inoculated, a corresponding mes-
sage appears.

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5 MONITOR & ANALYSE


In the MONITOR & ANALYSE menu, all your running and completed batches can be monitored and analysed.
This includes, among others, the following tasks:

Monitor all running batches (see "Running Batches Menu" on page 71)


Open and monitor/change/analyse a specific batch (see "Monitor, Adjust or Analyse Batch" on page 74)
View and confirm alarms (see "Alarms" on page 106)
Configure the chart (see "Configure Chart" on page 93)
Add new charts and general chart management (see "Add or Delete Charts" on page 89)
Save and load chart templates (see "Use Chart Templates" on page 90)
Print and save charts (see "Export or Print Chart" on page 92)
Compare batches of live and historical data (see "Compare Batches" on page 84

The MONITOR & ANALYSE menu contains following submenus:

Menu Function

The BATCHES section provides a list of all running and completed batches including
"Batches Menu" on batch start time. From the batches overview, you can access the chart view of each
the facing page batch, switch on or off the e-mail alarm notification, export the batch data and create
recipes.

The RUNNING BATCHES section allow you to monitor all running batches at once. The
"Running Batches
menu provides a customizable overview of all running batches including the actual val-
Menu" on page 71
ues of the parameters and alarm states.

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5.1 Batches Menu


The BATCHES section provides an overview about all running and completed batches.

Number Function Number Function


Subscribe to e-mail alarm notification (see
Open chart view of the batch (see "Monitor,
1 "Subscribe to E-Mail Alarm Notifications" 3
Adjust or Analyse Batch" on page 74)
on the next page
Export batch data (see "Export Batch
2 Data" on page 113) or create recipe (see
"Create New Recipe" on page 120)

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5.1.1 Subscribe to E-Mail Alarm Notifications


All running batches can be monitored additionally by e-mail alarm notifications. In the MONITOR & ANALYSE
batch library each user can subscribe (receiving e-mail alarm notifications) to certain batches.

To be able to subscribe to e-mail alarm notifications, an e-mail server must be configured (see "E-
Mail Server Configuration" on page 196) and e-mail alarm notification in the user profile must be
activated (see "My Profile" on page 182).

To subscribe to a batch, proceed as follows:

1. Go to MONITOR & ANALYSE > BATCHES.


2. Click on the toggle button in the EMAIL ALARM column of a specific batch.
You are subscribed/unsubscibed to the specific batch.

E-mail alarm notifications will be sent only once when a parameter is out of range.

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5.2 Running Batches Menu


The RUNNING BATCHES section provides an overview about all running batches including their parameters. It
allows you to monitor the parameters of all running batches in one overview. The following information is dis-
played for each running batch in the overview:

Device and batch name


Actual values of the batch parameters, including soft sensors and offline parameters
Information about active or inactive alarms

By default, the batches are listed after their creation time (most recent at the top). By clicking on the column
header, the table can be sorted by the device or batch name in ascending or descending order.

By clicking the icon next to the batch name, the chart view of the corresponding batch can be opened.

Number Function Number Function


1 Device on which the batch is running 5 Parameter with active alarm
List of all parameters including soft
2 Name of the batch 6
sensors and offline parameters
PARAMETER SETTINGS button to
Open chart view of the batch (see "Monitor, show/hide parameters or to sort the para-
3 7
Adjust or Analyse Batch" on page 74) meters in the overview (see "Show/Hide
and Sort Parameters" on the next page)
Parameter with inactive alarm (alarm can be
4
acknowledged, see "Alarms" on page 106)

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5.2.1 Show/Hide and Sort Parameters


By default, all parameters (device parameters, soft sensors and offline parameters) are displayed. You can modify
the overview according to your individual needs. Parameters that do not need to be monitored can be hidden. The
order in which the parameters are displayed in the table can be defined. The settings are saved user-specifically and
are reloaded the next time the overview is opened.

To show/hide a parameter or to sort the parameters in the overview, proceed as follows:

1. Click PARAMETER SETTINGS at the bottom of the overview display.


The PARAMETER SETTINGS screen opens.

2. To show or hide a parameter, mark the parameter and use the ADD or REMOVE button to move it to the cor-
responding window.
3. To change the position of a parameter, mark the parameter in the VISIBLE PARAMETERS window and use the
MOVE UP or MOVE DOWN button to set the position of the parameter.
4. Confirm with OK.
The settings are stored and are reloaded the next time the overview is opened.

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5.2.2 Display of Alarms in the Batch Overview


Parameter alarm

If there is an active or an inactive alarm for a parameter, the field of the corresponding parameter is highlighted as
follows:

Active alarm
If there is an active alarm for a parameter (actual value
is out of range), the field of the corresponding para-
meter is highlighted in red. The device and batch
names as well as the header of the parameter column
are highlighted in light orange.

Inactive alarm
If there is an inactive alarm for a parameter (actual
value was out of range but is within range again) and
the alarm has not yet been confirmed, the field of the
parameter is highlighted in orange. After acknow-
ledging the alarm in the ALARMS tab, the field is no
longer highlighted.

Device alarm

If there is an active or an inactive alarm for a device (e.g. connection loss), the field of the corresponding device is
highlighted as follows:

Active alarm

If the connection to a device is interrupted, the field of


the corresponding device highlighted in red. The
header of the device column is highlighted in light
orange.

Inactive alarm

If the connection to a device has been established


again, the field of the corresponding device is high-
lighted in orange. After acknowledging the alarm in
the ALARMS tab, the field is no longer highlighted.

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5.3 Monitor, Adjust or Analyse Batch


For each running or completed batch a chart view is available, that provides detailed information about the pro-
cess. Up to four different charts can be displayed per batch. Each chart can be individually modified, exported or
printed (see "Chart Management" on page 88). In addition, various functionalities are accessible within the chart
view, that allow you to modify or document a running batch.

Number Function Number Function


Tab of current batch or compare view. If
LOG BOOK tab where at any time point a com-
you open a multiple batch experiment,
1 9 ment can be entered (see "Add Log Book
you can use the tabs to switch between
Entry" on page 80)
the batches.
Button to switch between batch time and
batch time (since inoc.). If batch time
ALARM tab that indicates active alarms and
(since inoc.) is selected, the calculation of
2 10 allows you to view and acknowledge alarms
the batch time starts with the inoculation.
(see "Alarms" on page 106)
Button is only available, if batch has been
innoculated.
PARAMETERS button to access the list of para-
Button to skip the current phase manually
3 11 meter values (see "Change Parameter Set-
(see "Skip Phase Manually" on page 82)
points" on page 81)
BATCH INFORMATION tab providing
BATCH STRATEGY button to access the
4 information about the basic setup, organ- 12
strategy (see "Change Strategy" on page 82)
isms and culture media
OFFLINE SAMPLES tab where a meas-
COMPARE BATCHES button to compare two
ured sample can be entered with the
5 13 or more batches (see "Compare Batches" on
according time stamp (see "Take or
page 84)
Export Offline Samples" on page 77)
6 ADD CHART button (see "Add or Delete 14 INOCULATE /

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Number Function Number Function


INOCULUM INFORMATION button for inocu-
Charts" on page 89) lation or to show inoculum information (see
"Inoculate Batch" on the next page)
Chart settings (see "Chart Management" STOP BATCH button (see "Stop Batch" on
7 15
on page 88) page 83)
Export and print function (see "Export or
8
Print Chart" on page 92)

Open the chart view of a batch

There are different entry points to open the chart view of a batch:

Every running and completed experiment and its batches can be accessed through the BATCHES library or
the BATCHES section in the MONITOR AND ANALYSE menu.
Additionally, running experiments and its batches can be accessed through the DASHBOARD or the
RUNNING BATCHES section in the MONITOR AND ANALYSE menu.

The chart view of a batch can always be opened by clicking the icon.

When you open a batch that is part of a multiple batch experiment, all individual batches belonging
to this experiment are opened. Use the tabs on the top to switch between the batches.

To be able to analyse an archived batch, the batch first has to be unarchived (see "Archive Batch
Data" on page 111).

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5.3.1 Inoculate Batch


The INOCULATE function allows you to record the inoculation of the batch. Information about the inoculation is
saved to the database with the entered details and time stamp. Furthermore an audit trail entry is created. Once a
batch is inoculated, the inoculum information (i.e. inoculum time point, inoculum volume and inoculum con-
centration) can always be accessed by the INOCULUM INFORMATION button on the bottom of the chart display.

To inoculate a batch, proceed as follows:

1. Click INOCULATE at the bottom of the chart display.

The INOCULUM pop-up screen appears.

2. If available, enter the measured value of your inoculum concentration into the CONCENTRATION entry field.

The inoculum volume and inoculum concentration/OD (from the recipe) are pre-filled if this inform-
ation was provided in the organism workflow (see "Organism Information" on page 32). Note that
the expected concentration/OD based on the recipe and the volume cannot be changed anymore
after confirming. The measured concentration/OD, however, can be changed at any time later on.

3. Click INOCULATE BATCH at the bottom of the INOCULUM pop-up screen.

4. Click CANCEL to close the pop-up screen.


The batch is inoculated and a red line at the inoculation time point appears on the chart display. The
INOCULUM INFORMATION button becomes available.

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5.3.2 Take or Export Offline Samples


When you take a sample for offline measurement during the batch, you can log the offline sample in the
OFFLINE SAMPLES tab. When you enter a new offline sample, a time stamp is set and you can note the taken
volume as well as the measurement values of the predefined offline parameters.

To be able to enter a value for an offline parameter, the offline parameter must first be created in the
parameter section. This can either be done when planning a batch or during a running batch (see "B.
Offline parameters" on page 28).

Take offline sample

To take an offline sample during a running batch, proceed as follows:

1. Click OFFLINE SAMPLES on the right-hand side of the chart display.

The OFFLINE SAMPLES screen appears.

2. Click NEW SAMPLE on the top of the OFFLINE SAMPLES screen.

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The new sample appears in the offline sample list with the corresponding time stamp.

3. Click into the VOLUME field on the right-hand side of the sample entry to define the offline sample volume.
4. Click into the VALUE field on the right-hand side of the sample entry to enter the offline sample value.

When a measurement has been confirmed by clicking the icon, it cannot be changed anymore.
Note that confirming the measurement is only possible for users with user role Technician, User or
Manager.

5. Click the icon to confirm the measurement.


The offline sample is stored.

Export offline samples

Offline samples can be exported as a .xls file. The exported offline samples can be edited (e.g. with Microsoft Excel)
and imported again. To export the offline samples, proceed as follows:

1. Click EXPORT at the bottom of the OFFLINE SAMPLES screen to export your offline samples.

The .xls file will be downloaded automatically and can be opened e.g. with Microsoft Excel.

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You can add additional samples to the .xls file and import it again. However, as soon as a value is
confirmed in eve®, the value can no longer be changed.

Import offline samples

Offline samples can be imported from an .xls file. The imported offline samples will overwrite the existing sample
list. To import offline samples, proceed as follows:

1. Click IMPORT at the bottom of the OFFLINE SAMPLES screen to import your offline samples.

The browse screen of the local computer will appear.

2. Select the .xls file that should be imported.


The selected offline samples will be imported to the offline sample list.

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5.3.3 Add Log Book Entry


The LOG BOOK allows you to take notes during a running batch. Each log book entry is provided with a time
stamp. The log book can then be exported together with the report for further analysis or for archiving.

To add a log book entry, proceed as follows:

1. Click LOG BOOK on the top right-hand side of the chart display.

The LOG BOOK screen appears.

2. Enter any comment in the message field.


3. Click SUBMIT. Please note that once submitted, a log book entry cannot be changed or deleted anymore.

The entered comment is saved in the log book and appears in the log book list with the according time
stamp.

4. Click LOG BOOK again to close the log book.

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5.3.4 Change Parameter Setpoints


Parameter setpoints can be changed during a running batch. To do so, proceed as follows:

1. Click PARAMETERS at the bottom of the chart display.

A new pop-up window with the list of all recorded parameters appears.

2. To change any parameter setpoint or parameter alarm, proceed in the same way as setting the parameters
when planning a batch (see "Configure the Parameters" on page 23).

The parameter setpoint window can be displayed independently (e.g. on a second monitor) in
order to always have full access to the parameter setpoints.

If a function from the strategy is active on this particular parameter, the setpoint might immediately
be overwritten by the strategy again.

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5.3.5 Change Strategy


During a running batch the entire strategy can be changed. To change the strategy in a running batch, proceed as
follows:

1. Click BATCH STRATEGY at the bottom of the chart display.

A new pop-up window with the strategy screen appears. The active phase is marked with an orange rect-
angle.

2. To change or add a phase, transition or parameter function, proceed in the same way as when defining the
strategy when planning a batch (see "Batch Strategy" on page 40).
3. Click OK to save your settings.
The new strategy settings are saved.

5.3.6 Skip Phase Manually


In addition to time-, event- or parameter-based transition triggers, a phase can also be skipped manually. To skip a
phase of the strategy manually, proceed as follows:

1. Click the icon at the top of the chart display.

A confirmation pop-up screen appears.

2. Click OK to confirm the action.


The next phase is activated immediately and displayed in the chart display.

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5.3.7 Stop Batch


To stop a running batch, proceed as follows:

1. Click STOP BATCH at the bottom of the chart display.

A confirmation pop-up screen appears.

2. Click CONFIRM to stop the batch.


The batch is stopped and saved in the batches library.

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5.3.8 Compare Batches


The COMPARE BATCHES function allows you to compare two or more batches. The batch data is displayed in the
same graph, which allows quick and easy comparison of the data. Both historical (completed batches) and live data
(running batches) can be used for comparison. For example, you can compare two completed batches or a running
batch with a completed one. The compare function can be accessed from the batch chart view by clicking the
COMPARE BATCHES button.

To display only the information you need (e.g. to compare specific parameters), the comparison chart can be adap-
ted the same way as for a single batch (see "Configure Chart" on page 93). If two or more batches contain the
same parameter, each parameter gets a number in square brackets next to its parameter name (axis caption) and
batch name in the tabs. To be able to compare similar phases of two or more batches, the time lines of the batches
can be synchronised.

Example

In the example below, the parameter Generic Gas Analyser Exit CO2 of three batches is compared. Each batch and
each parameter receives a number as identifier. To improve the readability, the chart view is configured so that
each parameter has its own axis caption on the left side. To be able to easily distinguish the signals of the para-
meters, they are displayed in different colors. Tabs in the head allow to switch between the charts of the batches.

Accessibility

The compare views are accessible globally in the whole eve® system. This means that a compare view can not only
be used by the user that has created the compare view but by all users in the eve® system. The settings (e.g. chart
properties) defined by the creator are the initial settings for other users accessing the same chart for the first time.
The users can modify the compare view as desired. Changes are always saved user-specifically. This means that
when a user modifies the compare view, this will not affect the settings of the other users that work with the same
compare view.

When a compare view is deleted, the compare view is deleted globally. It is also possible to delete
compare views created by other users. Therefore, be carefull when deleting compare views and be
sure, that the compare view is no longer used by anyone.

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Select Batches

To select two or more batches for comparison, proceed as follows:

1. Open any batch, either a running batch or a completed batch from the library, by clicking the icon (see
"Monitor, Adjust or Analyse Batch" on page 74).
The chart display of the specific batch appears.

2. Click COMPARE BATCHES at the bottom right-hand side of the chart display.

A new table with all completed and running batches appears.

3. Select the batches for the comparison by activating the checkboxes on the left-hand side of the table.

4. Click COMPARE on the bottom right-hand side of the table.

A pop-up screen appears where you have to define a new name for the batch comparison.

5. Enter a new name for the batch comparison.


6. Click OK.

The chart display of all the compared batches appears.

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Synchronise Batches

To be able to compare similar phases of different batches, the chart view of the different batches can be syn-
chronised. With the synchronisation function, you can for example overlay parameter signals exactly on top of each
other for better comparison. For each batch in the compare view either a fixed synchronisation time or the inocu-
lation time can be selected. Proceed as follows:

1. Click SYNCHRONISATION at the bottom right-hand side of the compare chart display.

The SYNCHRONISATION pop-up screen appears.

Inoculated batches (see "Inoculate Batch" on page 76) can also be synchronised at the time point
where inoculation happened.

2. Enter the exact time point at the specific batch where the synchronisation should be applied to.

3. Click APPLY to accept and check the settings.


4. When you are happy with the synchronisation settings, click OK to save the settings.

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Switch Between Batches

The compare chart display shows all the compared batches as a tab at the top of the chart display. To switch to a
single batch, proceed as follows:

1. Click on any tab of the compared batches which are listed as a tab at the top of the chart display.

The chart display of the selected single batch appears.

2. Click on the compare view tab (name of your compare view) to get back to the compare view.
The chart display of the compare view appears.

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5.4 Chart Management


Each chart can be modified according to your preferences. To load the settings of a chart in order to configure
quickly the chart display, templates can be created. Charts can also be printed or exported. Note that changes to a
chart are stored either per user and batch or globally, depending on what is set in the global settings ("Use Global
Chart View Settings" on page 192).

Number Function Number Function


1 Tooltip 5 y-axis (parameters)
ADD CHART button (see "Add or Delete
2 6 x-axis (time)
Charts" on the facing page)
Chart settings:
Configure Axis (see "Configure Axis"
on page 94)
Save/Load Templates (see "Use Chart
Templates" on page 90) Zoom and navigation window (see
3 Configure Data Loading (see "Con- 7 "Change Time Scale and Zoom" on
figure Data Loading" on page 105) page 101)
Change Tooltip Mode (see "Change
Tooltip Mode" on page 104)
Delete Chart (see "Add or Delete
Charts" on the facing page)
Export and print function (see "Export or
4
Print Chart" on page 92)

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5.4.1 Add or Delete Charts


The chart display screen is capable of visualising up to four charts. Each of the charts can be configured, positioned
and scaled individually. This allows you for example to use individual charts for the most important parameters. Not
used charts can be deleted again.

Number Function Number Function


1 ADD CHART button to add a new chart 3 Second chart display with one parameter
Settings button with option to delete a
2 4 Third chart display with several parameters
chart
3 First chart display with one parameter

Add additional charts

To add an additional chart (max. up to four), proceed as follows:

1. Click ADD CHART on the top right-hand side of the chart display.

A new chart is added and the chart display appears in split screen.

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Delete not used chart

To delete a not-used chart, proceed as follows:

1. Click the icon on the right-hand side of the chart you want to delete.
A menu with setting options for the chart display appears.

2. Click Delete Chart.


The chart is deleted.

5.4.2 Use Chart Templates


The configuration of a chart display can be saved as a template. The templates are saved user-specifically and can
be applied to any chart of the same or of another batch.

To save or apply a template of the chart configuration, proceed as follows:

1. Click the icon on the right-hand side of the chart display.


A menu with setting options for the chart display appears.

2. Click Save/Load Templates.


The TEMPLATES pop-up screen appears.

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Save chart template

To save the current chart display as template, proceed as follows:

1. Click SAVE CURRENT CONFIGURATION AS TEMPLATE in the template pop-up screen.

A new input entry field appears where the name and a description of the template can be specified.

2. Enter any name for the template.

3. Enter any description for the template (optional).

4. Click OK to save the template.


The template is saved and can be applied to any other chart display.

Apply chart template

To apply a stored chart template, proceed as follows:

1. Click Apply on the right-hand side of the corresponding template.


The selected template is applied to the specific chart display.

Delete chart template

To delete a not used chart template, proceed as follows:

1. Click the delete icon on the right-hand side of the corresponding template.
2. Confirm the deletion of the selected template.
The selected template is deleted.

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5.4.3 Export or Print Chart


Each chart display can be printed. Furthermore, the data can be exported as raw .csv or eve file.

Number Function Number Function


Option to export raw data as .csv file (see
1 Icon for export settings 3
"Export Batch Data" on page 113)
Option to export data as eve file (only
Option for print chart display and/or download
2 4 available for completed batches, see
as pdf file
"Export Batch Data" on page 113)

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Print chart

To store the chart as PDF file or to print it, proceed as follows:

1. Click the icon on the right-hand side of the chart display.


A menu with export options for the chart display appears.

2. Click Chart - Print.


The print option screen of your running system appears.

3. Click Print on the left-hand side of the print screen.


The chart display is printed.

Depending on the operating system installed, the standard print option screen may look different.

5.4.4 Configure Chart


Each chart can be adapted and extended according to your individual preferences. This allows you to customise the
chart to present only the information you want, in the form you want.

You can define which parameters are displayed and how they are presented on the y-axis (see "Configure
Axis" on the next page).
You can customise the appearance of each parameter in the chart (e.g. changing the color or line size) (see
"Change Parameter Appearance" on page 96).
You can adjust the scale of each axis in y-direction (see "Configure Axis Scale" on page 99).
You can define which time period should be displayed on the chart (see "Change Time Scale and Zoom" on
page 101).
You can define how the tooltip should be displayed when hovering over a parameter-line (see "Change
Tooltip Mode" on page 104).
You can define how often the values on the chart should be updated (see "Configure Data Loading" on
page 105).

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5.4.4.1 Configure Axis


By default, all the parameters are visible and displayed on the first left axis (L1). To improve the readability of the
chart, you can move the parameters and hide not used parameters. To be able to define the axis scale of a para-
meter individually, the parameters can be assigned to a total of 6 axis.

It is recommended to position parameters with large differences in scale (e.g. stirrer and pH value) on
different axis. Otherwise, small changes in the measured value would not be visible in the chart.

To show, hide or move a parameter to another axis on the chart, proceed as follows:

1. Click the icon on the right-hand side of the chart display.


A menu with setting options for the chart display appears.

2. Click Configure Axis.


The AXIS pop-up screen appears.

Change parameter position

To change the position of a specific parameter, proceed as follows:

1. Click on any number to assign your parameter to one of the six axis (left 1-3 and right 1-3).

The specific parameter appears on the selected axis (second left in this case) on the chart display.

2. Click on the dash to hide a parameter.

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The specific parameter disappears from the chart display.

If two or more parameters have a similar axis scale it is also possible to combine them on one axis:

1. Click on the same number to assign your two parameters to the same axis.

Both of the parameters appear on the same axis on the chart display.

As soon as you assign a parameter to a specific axis, the parameter will appear on the selected axis
(live synchronisation in the background on the chart display).

Show and hide all parameters

Hide all parameters


1. Click Hide All Parameters at the top of the AXIS pop-up screen.

All the parameters disappear from the chart display.

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Show all parameters


1. Click Show All Parameters at the top of the AXIS pop-up screen.

All the parameters appear on the chart display on the first left axis.

5.4.4.2 Change Parameter Appearance


The style in which a parameter is displayed in the chart can be set individually for each parameter. Proceed as fol-
lows:

1. Click directly on the axis caption (parameter name) either on the left-hand side or right-hand side of the main
chart display.

The PARAMETER APPEARANCE pop-up screen appears.

Any change in the PARAMETER APPEARANCE pop-up screen has immediate effect and is visualised
live in the background on the chart display.

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Change axis

To define on which axis the parameter should be shown, proceed as follows:

1. Click on any number in the AXIS option to assign your parameter to one of the six axis (left 1-3 and right 1-3).

The specific parameter appears on the selected axis (first left in this case).

Change marker

Each data point of a parameter is represented by a marker in the chart. By default data points are represented by a
dash and are therefore not visible in the chart. To change the marker and to make the data points visible, proceed
as follows:

1. Click on the icon in the MARKER option to change the marker of your parameter appearance.

A drop-down list with different markers appears.

2. Select a new marker for the specific parameter.

The specific parameter appears with the new marker.

To improve both, the clarity and the performance of the chart, the markers are hidden when the
data is dense, and shown for more widespread data points.

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Change color

To be able to clearly distinguish the individual parameters in the chart, the colour of the lines can be changed. Pro-
ceed as follows:

1. Click on the icon in the COLOR option to change the color of your parameter appearance.

A drop-down list with different colors appears.

2. Select a new color for the specific parameter.

The specific parameter appears with the new color.

Change line size

To change the size of the lines and the markers of the data points, proceed as follows:

1. Click on the cursor of the scroll bar in the LINE SIZE option and move it to the right (thicker) or to the left (thin-
ner) to change the line size.

The specific parameter appears with the new line size.

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5.4.4.3 Configure Axis Scale


By default, the scale of an axis is adjusted automatically according to the minimum and the maximum values of all
the parameters on the axis. If required, the scale of an axis can be adapted individually. Proceed as follows:

1. Click on any number on the axis to change the scale of the axis.

The AXIS-RANGE pop-up screen appears.

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Change min. and max. value

By default, all the axis have the AUTO-SCALE option activated. To be able to change the axis scale, you have to
uncheck this option.

1. Uncheck the AUTO-SCALE checkbox.

The entry fields for min. and max. values are enabled.

2. Enter new values for the min. and max. values.


3. Click OK at the bottom of the pop-up screen.

The configured axis scale appears on the chart display.

Change decimals of the axis scale

1. Click on the cursor of the scroll bar in the DECIMALS option and move it to the right or to the left to change
the amount of decimals.

2. Click OK at the bottom of the pop-up screen.


The changed decimals of the axis scale appears on the chart display.

Each parameter has a set number of decimals. To change the decimals for the entire system, you
have to configure the specific device parameter (see "Change Unit Settings" on page 168).

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5.4.4.4 Change Time Scale and Zoom


Depending on how long a batch is running, either the batch time in hours or a date/time format time scale may be
more convenient. In addition, enlargement of a specific area can help to differentiate a behaviour of a specific para-
meter.

Change time scale

1. Click directly on a time point on the x-axis to change the time format.

The scale of the x-axis changes.

Example of a date/time format time scale:

Example of a batch time in hours:

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Change time since inoculation

During the monitoring, the chart can be configured so that the hours before the inoculation are negative and the
zero point shifts towards the incoulation timepoint:

1. Click the icon to switch from BATCH TIME to BATCH TIME (SINCE INOC.).

The batch time since inoculation is displayed next to the icon as well as on the axis itself (zero point is
moved towards the inoculation line).

Zoom Navigation

1. Click (and hold) anywhere on the chart display and drag the mouse pointer to the time point where you want
to end the zoom.
The area where the zoom is applied to gets a pale blue background.

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Navigation of the zoom window

At the bottom of the chart display a quick navigation toolbar is available. As soon as any zoom is applied to an area
on the chart display, the quick navigation toolbar can be used for navigation. To scroll on the time scale with the
selected zoom window, proceed as follows:

1. Drag on the edges of the pale blue zoom window at the bottom of the chart display or click directly into the
area and drag it to a specific time point.

The selected zoom area is applied to the chart display.

Reset the zoom


1. Click Full at the top left-hand side of the chart display.

The chart display immediately shows the full screen mode.

2. Click 1 hour or 1 day to show exactly 1 hour or 1 day.

The very top left of the chart displays if the data is "LIVE" (running process) or "HISTORY" (past).

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5.4.4.5 Change Tooltip Mode


A tooltip is available to provide information about a paramater at a specific time in the chart. The tooltip opens
when you hover the mouse cursor over the line of a parameter in the chart. Two different tooltip modes are avail-
able. Either the tooltip is displayed directly next to the mouse cursor (default) or in the upper left corner.

Example of the default tooltip mode:

Example of the second tooltip mode in the upper left corner of the chart display:

To change the tooltip mode, proceed as follows:

1. Click the icon on the right-hand side of the chart display.


A menu with setting options for the chart display appears.

2. Click Change Tooltip Mode.


The appearance of the tooltip mode changes.

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5.4.4.6 Configure Data Loading


To change the data loading behaviour, proceed as follows:

1. Click the icon on the right-hand side of the chart display.


A menu with setting options for the chart display appears.

2. Click Configure Data Loading.


The CONFIGURE DATA LOADING pop-up screen appears.

3. Modify the settings as required.


4. Click OK to save your settings.
The new settings are applied to the chart display.

Field Description Default

The refresh rate defines the time period between two chart
updates in seconds (e.g. an entry of 10 means, that the
REFRESH RATE 20
chart is updated every 10 seconds). Note that the refresh
rate can only be changed for running batches.

Defines the max. amount of datapoints that are displayed


per chart display. When changing the settings, the chart is
MAX DATAPOINTS being refreshed immediately. Note that the markers on the 15000
chart are hidden when the data is dense, and shown for
more widespread data points.

When the checkbox is activated and data has been aver-


SHOW DATA AVERAGING WARNING off
aged, a corresponding warning message appears.

Depending on if the checkbox is active or not, the settings


APPLY TO ALL are applied to a single chart display or to all the chart dis- on
plays on the monitor.

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5.5 Alarms
For information how to set alarm limits for the parameters, see "A. Parameters (device parameters
and soft-sensor parameters)" on page 24.

There are two different types of alarms:

Parameter alarms with upper and lower limits (fixed or dynamic)


Device alarms (e.g. communication to a device lost)

Alarm limits, consisting of an upper and lower alarm value, can be set for each parameter. The software checks the
actual values of the parameters against the alarm limits and triggers an alarm as soon as the actual value of a para-
meter exceeds the defined limits.

For visual notification in case an alarm occurs, each menu/submenu has an alarm tab on the bottom side. By click-
ing on the alarm tab, the list of the currently active and inactive alarms can be expanded. Depending on the alarm
state, the alarm tab appears in white or red:

white: no active and/or inactive alarms


red: at least one inactive alarm
red blinking: at least one active alarm

To assure traceability, alarms are also logged in the audit trail (see "Audit Trail" on page 153).

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Alarm states

An alarm can have the following states:

Active alarm: An alarm is active when the actual value of the parameter is out of range or the failure caus-
ing the alarm (e.g. loss of connection) is still present. You cannot acknowledge the alarm but only open the

batch by clicking the icon. When an alarm is active, the entry itself and the alarm notification tab
appears in red. The tab is additionally blinking.
Inactive alarm: An alarm is inactive when the actual value of the parameter has been out of range but is
within the range again or the failure causing the alarm has been fixed. When an alarm is inactive, the entry
itself appears in orange but the notification tab appears still in red.

Acknowledge alarm

If the condition that triggered an alarm is no longer present, and the alarm is thus inactive, the alarm can be
acknowledged. To do so, proceed as follows:

1. Open the alarms list by clicking on the ALARMS tab.


2. Click the icon in the row of the alarm to be acknowledged.
The alarm disappears from the alarms list and an audit trail entry is created.

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6 LIBRARIES
Libraries are a storage place for all different kinds of data and a very powerful tool to structure and link process
information. The library menu allows you to store any batch-related data and thus to prepare any batch in the
appropriate way. This includes, among others, the following tasks:

Import, export and archive batches (see "Batches" on the facing page)
Create reports (see "Create Report" on page 114)
Create and edit recipes (see "Recipes" on page 119)
Create and edit organisms (see "Organisms" on page 122)
Create and edit culture media (see "Culture Media" on page 125)
Create and edit compounds (see "Compounds" on page 130)
Create and edit soft-sensors (see "Soft-Sensors" on page 133)
Display and export audit trail (see "Audit Trail" on page 153)

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6.1 Batches
A batch is an individual bioprocess configured in an experiment and assigned to a unit (e.g. bioreactor vessel). The
batches library lists all planned, running and completed batches. By default, the batches are listed after their cre-
ation time (most recent at the top). By clicking on the column header, the table can be sorted by the selected
column in ascending or descending order. An extended search function allows you to search for entries in the
batches library (see "Search and Filter Tables" on page 16).

To access the batches library, proceed as follows:

1. Go to LIBRARIES > BATCHES.

A list of all planned, running and completed batches appears.

Number Function Number Function


Open chart view (running/completed
Create batch report (see "Create Report" on
1 batches) or batch settings (planned 4
page 114)
batches)
Delete (planned batches) or archive (com-
IMPORT BATCH button (see "Import Batch
2 pleted batches, see "Archive Batch Data" 5
Data" on page 111)
on page 111)
Export batch data (see "Export Batch Data" SEARCH button (advanced search function,
3 on page 113) or create recipe (see "Create 6 see "Search and Filter Batch Data" on the
New Recipe" on page 120) next page)

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6.1.1 Search and Filter Batch Data


The batches library is provided with an advanced search function. This search is a powerful full-text search function
and is capable of searching for the following:

Project name (e.g. EcoliGFP)


Experiment name (e.g. GrowthExp001)
Batch name (e.g. E_coli_001)
Batch description (e.g. "growth studies of EColi")
Device names (e.g. Labfors)
Unit name (e.g. "A")
Organism name (e.g. "Escherichia coli")
Clone name (e.g. K-12)
Culture medium name (e.g. BasalSaltMedia)
Culture medium compound name (e.g. Glucose)
Phase name (e.g. Fed-batch)
Function type (e.g. linear)
State (e.g. completed)
Batch creator (e.g. User1)
Creation date/time of a batch (format: 2009-06-15T13:45:30)
Start date/time of a batch (format: 2009-06-15T13:45:30)
Batch metadata name
Batch metadata value

Search operators and rules

The following search operators can be used to narrow down the search or to define the search string precisely:

AND: all terms must be present.


OR: at least one of the terms must be present. Note: The operator OR is optional. If no operator is set, OR is
automatically applied.
Quotation marks ("") can be used to search for the entire expression in the specified order.
Asterisks (*) can be used to replace zero or more characters.

The keywords are not case-sensitive, keywords can be written in uppercase or lowercase char-
acters.

Syntax
AND/OR operators must be capitalized.
AND/OR operators must be at first position.
It is recommended to replace whitespaces/blanks in search strings by an asterisks (*).

Examples

AND batch* device* user1 finds batch1, batch2, batchABCD {...} on device1, device2 {...} for user
'user1'.

2020-07-16* finds every batch that has been created or started on 16 July 2020.

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6.1.2 Archive Batch Data


Archive batch

Every completed batch can be archived. Archived batches are not visible anymore in the MONITOR & ANALYSE sec-
tion and cannot be opened or exported. With the corresponding filter settings, archived batches are still visible in
the batches library. To archive a batch, proceed as follows:

1. Go to LIBRARIES > BATCHES.


2. Click the icon in the row of the batch you want to archive.
The selected batch is archived.

Show archived batches

If you would like to see all batches inclusive the archived ones, proceed as follows:

1. Go to LIBRARIES > BATCHES.


2. Select All Batches at left bottom of the batches library.
The batch library list will show all batches inclusive the archived ones.

Unarchive batch

If an archived batch is unarchived again, it will have the same status as before the archiving procedure. This means
that the batch is visible again in the MONITOR & ANALYSE section and can be opened, exported or used to com-
pare batches.

1. Go to LIBRARIES > BATCHES.


2. Click the icon in the row of the batch you want to unarchive.
The selected batch in unarchived.

6.1.3 Import Batch Data


Supported import formats

The following file formats for importing batch data are supported:

eve files
Iris files
.csv files
Excel files

To import an excel or .csv file, you have to make sure that this file was created by eve® or at least has
exactly the same data structure and order.

Import batch data

To import batch data, proceed as follows:

1. Go to LIBRARIES > BATCHES.


2. Click IMPORT BATCH at the bottom of the batch library.

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The IMPORT BATCH pop-up screen appears.

3. Enter a name in the BATCH NAME field.


4. Click the corresponding import button depending on the file format you want to upload.
A windows browse pop-up screen appears to browse your batch data on the computer.

5. Select your batch data file and click Open at the bottom of the windows browse pop-up screen.
Your selected batch data file is saved in the batch library.

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6.1.4 Export Batch Data


Supported export formats

The following file formats for exporting batch data are supported:

eve files
.csv files

Export batch data

To export a batch, proceed as follows:

1. Go to LIBRARIES > BATCHES.


2. Click the icon in the row of the batch you want to export.
The EXPORT BATCH pop-up screen appears.

3. Click the corresponding export button depending on what kind of batch data file you want to create.
4. If you export the batch data as .csv file, select either AVERAGE or RAW.
RAW: All datapoints are exported.
AVERAGE: The .csv file is exported with a datapoint every x seconds/minutes/hours/days. The averaged data-
point is in the middle of the entered average interval (e.g. if you enter an interval of 10 seconds, the first data-
point is at 5 seconds, the second at 15 seconds and so on).
5. Select whether you would like to export the data since inoculation or the entire batch data. If the batch has
not been inoculated, the option SINCE INOCULATION is not available.

6. Click SAVE.
The exported batch data file appears as downloaded file at the bottom of your web browser.

If you want to display the exported .csv file in Microsoft Excel, do not open the .csv file directly but
import the file via the built in Excel import function - otherwise the format of the displayed data is
wrong.

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Note for .csv files: The exported batch data for a specific parameter (e.g. temperature, °C) are only
recorded when a change in the signal value is measurable. This can lead to gaps in the parameter
time series. To avoid gaps in the .csv file, the option FILL GAPS IN CSV EXPORT in the global settings
can be enabled (see "csv Export Settings" on page 198).

Depending on which web browser you are using, the download is displayed at the bottom of the
web browser (download folder) or a pop-up appears where you have to specify the download dir-
ectory.

6.1.5 Create Report


A report documents all relevant batch information in a digital record (e.g. pdf, ppt, etc.). Reports can be created for
completed, running and planned batches. To create a report of an experiment (or single batch), proceed as follows:

1. Go to LIBRARIES > BATCHES.


2. Click the icon in the row of the batch you want to create a report of.
The report batch pop-up screen (COMPONENTS) appears.

If a report is created from a multiple batch experiment, the first step of the workflow starts with
BATCHES. This step allows to select all the batches which will be included in the report.

For default batch report settings, please configure the batch report in global settings (see "Default
Batch Report Settings" on page 188).

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Report components

Report components are defined modules with specific information for the report (such as organism or culture
medium information). By default, all the components are selected and activated. A description of the components
is listed below:

Components Description

ORGANISM Information about the selected organism

CULTURE MEDIA Information about the selected culture media

BATCH STRATEGY Complete description of the batch strategy

LOGBOOK All logbook entries of the batch

SOFT-SENSORS Complete description of the soft-sensors

ALARMS All alarms which occurred during the batch

AUDIT TRAIL All actions (user/device) related to the batch

1. Select/deselect your desired components for the report.


2. Click NEXT.
The PARAMETERS matrix appears.

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Report parameters

For every monitored parameter different parameter specific information can be displayed. A description of the para-
meter options is listed below:

Parameter
Description
option

SETPOINTS Lists in a table the setpoint configuration of the parameter

SETTINGS Lists in a table the alarm configuration of the parameter

Displays a chart of the parameter with trend, standard deviation (blue) and min./max. value
CHARTS
(orange)

ALARMS Lists in a table the alarm events of the parameter

AUDIT TRAIL Lists in a table all the audit trail entries of the parameter

FUNCTIONS Lists in a table all relevant information about the functions of the parameter

Allows to display the data points in a averaged (every 30 data point) or raw (every second)
DATA POINTS
way

1. Select/deselect your desired parameters and parameter options for the report.

The selection of the parameters and parameter options can be executed for every row and column
by clicking on the name of the parameter (e.g. Temp) or parameter option (SETPOINTS). If you want
to deselect or select all parameters and parameter options, click in the empty cell on the upper left
corner.

2. Click NEXT.
The PREVIEW screen appears.

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Report preview

The preview creates the report. After creation, the report can be browsed and downloaded (different types of data
formats). Depending on what kind of report components were selected, the report consists of different parts.
However, the following modules are included in every report.

Report
Description
module

Title page of the report with: Creation date/time, creator (user), project name, experiment name,
Title page
experiment creation date/time

Index Index (clickable) of all modules within this report

Batch over-
Information about: Project, experiment, batch, state, device, batch time and inoculation time
view

Header Unique identifier of the report on every report page

To browse through the created report and download it afterwards, proceed as follows:

1. Click on the small arrows at the top of the preview pop-up screen.

The next page (index) of the report appears.

2. Click the download icon to download and save the report of the experiment/batch.

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3. Select the appropriate file format (e.g. pdf).


The report is downloaded and can be opened with any program which can read pdf files.

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6.2 Recipes
A recipe is a predefined configuration of a batch involving elements such as devices, organisms, culture media,
soft-sensors, setpoints and strategies. The function allows you to save the configuration of an existing batch and
apply it afterwards to a new batch (see "Basic Setup" on page 20). Recipes can also be exported or imported from
another eve® system. To access the library of created recipes, proceed as follows:

1. Go to LIBRARIES > RECIPES.

The recipe library list appears.

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6.2.1 Create New Recipe


Every batch can be exported as a recipe, regardless of whether the batch is planned, running or already completed.
Note that it is not possible to modifiy the settings (e.g. organism/culture media information or batch strategy)
when creating a recipe. The settings of the recipe will be exactly the same as those of the selected batch. However,
each time you use the recipe for a batch (see "Load and Apply Recipe" on page 21), the settings can be modified
for each individual batch.

To create a new recipe, proceed as follows:

1. Go to LIBRARIES > RECIPES.


2. Open either the BATCHES library or the BATCHES section in the MONITOR & ANALYSE menu.
3. Click the icon in the row of the batch you want to export as a recipe.
The EXPORT BATCH pop-up screen appears.

4. Click RECIPE.
A new pop-up screen appears where you have to enter a name for the recipe.

5. Enter a name for your recipe and click SAVE.


The recipe is saved and stored in the recipe library.

6.2.2 Import Recipe


Recipes can be imported into eve® and applied to any batch. To import a recipe, proceed as follows:

1. Go to LIBRARIES > RECIPES.


2. Click IMPORT RECIPE at the bottom of the recipe library.

The IMPORT RECIPE pop-up screen appears.

3. Define a new name for the recipe and click IMPORT.

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A windows browse pop-up screen appears to browse your batch data on the computer.

4. Select your recipe data file (.json) and click Open at the bottom of the windows browse pop-up screen.
Your selected recipe file is saved in the recipe library.

6.2.3 Export Recipe


Recipes can be exported and shared with other users. An exported recipe can also be imported at a later time point
(see "Import Recipe" on the previous page). To export a recipe, proceed as follows:

1. Go to LIBRARIES > RECIPES.


2. Click the icon in the row of the recipe you want to export.
The recipe is immediately downloaded.

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6.3 Organisms
The organisms library allows you to store all relevant information about a specific organism and to access the data
at any time. Organisms are defined by the cell type and the clone.

To access the organism library, proceed as follows:

1. Go to LIBRARIES > ORGANISMS.

The organism library list appears.

Number Function Number Function


Add new organism to the library (see "Add Delete organism from the library (see "Delete
1 3
New Organism" on the facing page) Organism" on page 124)
Edit existing organism in the library (see
2
"Edit Organism" on page 124)

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6.3.1 Add New Organism


In addition to the metadata, that can be entered by default, further user-specific metadata can be
defined (see "Custom Organism Metadata" on page 200).

To add a new organism to the organism library, proceed as follows:

1. Go to LIBRARIES > ORGANISMS.


2. Click ADD NEW ORGANISM at the top of the organism library.

The CREATE ORGANISM pop-up screen appears.

3. Enter the corresponding information into the mandatory fields, indicated by a * after the name.
4. Enter the corresponding information into the optional fields.

Pichia pastoris organism example:


Group: Yeast
Name: Pichia pastoris
Clone: GS115
Clone ID: A12
Description: P.pastoris strain for the production of recombinant insulin (Mut+)

5. Click SAVE at the bottom of the CREATE ORGANISM pop-up screen.


The new organism is added to the organism library list.

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6.3.2 Edit Organism


To edit an organism in the organism library, proceed as follows:

1. Go to LIBRARIES > ORGANISMS.


2. Click the icon in the row of the organism you want to edit.
The EDIT ORGANISM pop-up screen appears.

3. Edit any information of the organism.


4. Click SAVE at the bottom of the edit organism pop-up screen.
The changed organism information is saved to the organism and stored in the organism library list.

6.3.3 Delete Organism


To delete an organism, proceed as follows:

1. Go to LIBRARIES > ORGANISMS.


2. Click the icon in the row of the organism you want to delete.
3. Confirm the deletion of the selected organism.
The selected organism is deleted from the organism library list.

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6.4 Culture Media


The culture media library allows to create culture media that can be used and documented for batches and
recipes. A culture medium is composed of one or more compounds, which in their turn are organised in an own lib-
rary ("Compounds" on page 130). To access the library of culture media, proceed as follows:

1. Go to LIBRARIES > CULTURE MEDIA.

The culture media library list appears.

Number Function Number Function


Add new culture medium to the library (see
Delete culture medium from the library (see
1 "Add New Culture Medium" on the next 3
"Delete Culture Medium" on page 129)
page)
Edit existing culture medium in the library
2
(see "Edit Culture Medium" on page 129)

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6.4.1 Add New Culture Medium


In addition to the metadata, that can be entered by default, further user-specific metadata can be
defined (see "Custom Culture Media Metadata" on page 201).

To add a new culture medium to the culture media library list, proceed as follows:

1. Go to LIBRARIES > CULTURE MEDIA.


2. Click ADD NEW CULTURE MEDIUM at the top of the culture media library list.

The CREATE CULTURE MEDIUM pop-up screen appears with a predefined workflow to create a new cul-
ture medium. It starts with basic details about the culture medium.

3. Enter a name for the culture medium (mandatory).


4. Enter additional information into the optional fields.
5. Click NEXT to define the compounds of the newly-created culture medium.
The predefined workflow continues with the compound list of the culture medium.

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6. Click into the ENTER A COMPOUND NAME OR FORMULA field to add a compound to your culture medium.
As soon as you start to type a compound name or compound formula, a selection of your stored com-
pounds is proposed.

7. Click on the chosen compound.


The compound is added to your culture medium compound list.

8. Click into any concentration compound field to change the concentration of the compound.

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9. Click on any unit compound field to change the unit of the compound.

10. Click SAVE at the bottom of the CREATE CULTURE MEDIUM pop-up screen.


The new culture medium is added to the culture media library list.

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6.4.2 Edit Culture Medium


To edit a culture medium, proceed as follows:

1. Go to LIBRARIES > CULTURE MEDIA.


2. Click the icon in the row of the culture medium you want to edit.
The EDIT CULTURE MEDIUM pop-up screen appears.

3. Edit any information of the culture medium either in the DETAILS or the COMPOUNDS section.
4. Click SAVE at the bottom of the EDIT CULTURE MEDIUM pop-up screen.
The changed culture medium is saved and stored in the culture media library list.

6.4.3 Delete Culture Medium


Deleting a culture medium has no effect on batches already performed. Culture media already used
are not deleted from the batches.

To delete a culture medium, proceed as follows:

1. Go to LIBRARIES > CULTURE MEDIA.


2. Click the icon in the row of the culture medium you want to delete.
3. Confirm the deletion of the selected culture medium.
The selected culture medium is deleted from the culture media library list.

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6.5 Compounds
In eve® each culture medium consists of one or more compounds. The compounds library allows you to manage
these compounds, namely add new compounds, edit existing compounds or delete not used compounds. The com-
pounds library shows all compounds that are available when creating a new culture medium. eve® already
provides a comprehensive amount of standard culture media compounds, which can also be edited if required.

To access the culture media compounds library, proceed as follows:

1. Go to LIBRARIES > COMPOUNDS.

The compound library list appears.

Number Function Number Function


Add new compound to the library (see
Delete compound from the library (see
1 "Add New Compound" on the facing 3
"Delete Compound" on page 132)
page)
Edit existing compound in the library (see
2
"Edit Compound" on page 132)

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6.5.1 Add New Compound


To add a new compound to the culture media compounds library, proceed as follows:

1. Go to LIBRARIES > COMPOUNDS.


2. Click ADD NEW COMPOUND at the top of the compound library list.

The CREATE COMPOUND pop-up screen appears.

3. Enter a name for the compound (mandatory).


4. Enter additional information into the optional fields.

Glucose monohydrate example:

5. Click SAVE at the bottom of the CREATE COMPOUND pop-up screen.


The new compound is added to the compound library list.

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6.5.2 Edit Compound


To edit a compound, proceed as follows:

1. Go to LIBRARIES > COMPOUNDS.


2. Click the icon in the row of the compound you want to edit.
The EDIT COMPOUND pop-up screen appears.

3. Edit any information of the specific compound.


4. Click SAVE at the bottom of the EDIT COMPOUND pop-up screen.
The changed compound is saved and stored in the compound library list.

6.5.3 Delete Compound


If a compound that is already being used in a culture medium is deleted, the compound will still be
present in that specific culture medium. Deletion also has no effect on batches that have already
been executed.

To delete a compound, proceed as follows:

1. Go to LIBRARIES > COMPOUNDS.


2. Click the icon in the row of the compound you want to delete.
3. Confirm the deletion of the selected compound.
The selected compound is deleted from the compound library list.

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6.6 Soft-Sensors
Soft-sensors are virtual sensors that calculate new parameter values based on a mathematical model or a cor-
relation of already known parameter values. Basically soft-sensors are algorithms providing calculated values and
information which cannot be easily obtained from an in-process sensor, e.g. batch biomass prediction.

Soft-sensors can be added and managed in a dedicated library. To access the soft-sensors library, proceed as fol-
lows:

1. Go to LIBRARIES > SOFT-SENSORS.

The soft-sensors library list appears.

Number Function Number Function


Add new soft-sensor to the library (see Delete soft-sensor from the library (see
1 4
"Add New Soft-Sensor" on page 137) "Delete Soft-Sensor" on page 146)
Export soft-sensor (see "Export Soft- Import soft-sensor to the library (see "Import
2 5
Sensor" on page 147) Soft-Sensor" on page 147)
Edit existing soft-sensor in the library (see
3
"Edit Soft-Sensor" on page 145)

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6.6.1 Soft-Sensor Basics


The scripts are based on C# (C sharp) scripting language (CS-Script), which has a compiler built into every Windows
computer. Standard library classes and methods are used, where appropriate, along with specific methods added
relating to the bioreactor parameters. A syntax checker provides help in creating usable scripts and notification of
the successful saving of a script is always provided.

Access properties of any input parameter

Name Description

input1.Value Current value of a parameter, read only

input1.Setpoint Current value of a parameter, read only for inputs but writeable for output parameters

input1.MinimalValue Minimal value of a parameter, read only

input1.MaximalValue Maximal value of a parameter, read only

Access properties of any output parameter

Name Description

output1.Value Current value of a parameter, read only

Existing process variables

Name Type Description

process.ProcessTime TimeSpan Gets the elapsed time of the process

process.TimeSinceInoculation TimeSpan Gets the elapsed time of the process since inoculation

process.CurrentPhaseName string Gets the name of the current phase

process.CurrentPhaseTime TimeSpan Gets the elapsed time of the current phase

process.IsInoculated bool Gets the value if the process has been inoculated

process.IsStopped bool Gets the value if the process has been stopped

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Boolean operators and mathematical functions

Operator Description

+ Adds two operands

- Subtracts second operand from the first

* Multiples both operands

/ Divides first operand by the second

% Modulus: remainder after dividing first operand by the second

++ Increment: operand increases by one

-- Decrement: operand decreases by one

= Assigns value from right side operand to left side operand

+= Add and assign: it adds right operand to the left operand and assigns the result to left operand

Subtract and assign: it subtracts right operand from the left operand and assigns the result to the
-=
left operand

== Checks equality of two operands

!= Checks inequality of two operands

> Checks if first operand is greater than second

< Checks if first operand is less than second

>= Checks if first operand is greater or equal than second

<= Checks if first operand is less or equal than second

Logical AND operator: only if both given statements (a, b) are true, the result is true. Else the result
&&
is false

Logical OR operator: if one of the given statements (a, b) is true, the result is true. Else the result is
||
false

! Logical NOT operator: inverts the truth value of the following statement (true à false, false à true)

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Mathematical function Description

Math.Pow(Base,Power) Returns the base raised to the power

Math.Sqrt() Returns the square root

Math.Exp() Exponential function with base e

Math.Log() Logarithmic function to base e

Math.Max() Returns the largest value

Math.Min() Returns the smallest value

Math.Abs() Returns the absolute value

Math.Sin() Sine function

Math.Cos() Cosine function

Math.E Returns the value of the Euler’s number (e)

Math.PI Returns the value of the Archimedes’ constant (π)

A full list is available at: https://msdn.microsoft.com/en-us/library/system.math_methods(v=vs.110).aspx

Decisions and loops

Name Description

if(x Boolean y);


{
Simple IF (Then)
statement is executed if the conditions are met e.g. output = 30;
}

if(x Boolean y);


{
statement is executed if the conditions are met e.g. output =30;
}
Simple IF (Then) ELSE else
{

statement which is executed if the condition is false

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Examples

Monitoring a setpoint of a parameter

// Assuming the setpoint of temperature has to be monitored:

// Input: temp
// Output: tempSP

tempSP.Value = temp.Setpoint;

Basic Respiratory quotient (RQ) calculation

// Inputs: ExitO2, ExitCO2, AirFlow


// Outputs: RQ, OUR, CER

//Culture volume
var Wvol = 1.0;

// Specific rate
var specRate = AirFlow.Value / Wvol;

// Carbon Dioxide Evolution Rate


CER.Value = (ExitCO2.Value - 0.038) * specRate;

// Oxygen Uptake Rate


OUR.Value = (20.95 - ExitO2.Value) * specRate;

// RQ Value
RQ.Value = CER.Value / OUR.Value;

For a more comprehensive description about the scripting in eve®, please refer to the eve® scripting
guide.

6.6.2 Add New Soft-Sensor


To add a new soft-sensor to the soft-sensor library, proceed as follows:

1. Go to LIBRARIES > SOFT-SENSORS.


2. Click ADD NEW SOFT-SENSOR at the top of the soft-sensor library list.

The CREATE SOFT-SENSOR pop-up screen appears which has a predefined workflow to create a new
soft-sensor and starts with the basic details of the soft-sensor.

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3. Enter a name for the soft-sensor (mandatory).


4. Enter any description about the soft-sensor (optional).
5. Click NEXT to define the mandatory inputs of the soft-sensor.
6. Click ADD INPUT at the top of the input list.

A new input is added to the input list.

7. Click the NAME field to change the name of a specific input.

8. Click the PARAMETER TYPE field to change the parameter type of a specific input.

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The configured input appears in the input list.

9. Click NEXT to define the outputs of the soft-sensor.


10. Click ADD OUTPUT at the top of the output list.

A new output is added to the output list.

11. Click the NAME field to change the name of a specific output.

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12. Click the PARAMETER TYPE field to change the parameter type of a specific output.

13. Click the UNIT field to change the unit of a specific output.

The configured output appears in the output list.

14. Click NEXT to define the constants of the soft-sensor.


15. Click ADD CONSTANT at the top of the constant list.

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A new constant is added to the constant list.

16. Click the NAME field to change the name of a specific constant.

17. Click the UNIT field to change the unit of a specific constant.

18. Click NEXT.


19. Optional: Add one or more predefined methods in the SCRIPTING METHODS section that you would like to
use for your function or script. For information how to manage scripting methods, see "Scripting Methods"
on page 148.

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20. Click NEXT to define the expression of the soft-sensor.


21. Enter any script either directly into the box or copy/paste from a text file (see "Soft-Sensor Basics" on
page 134).
Any errors will be noticed and a description plus location of the error will be given at the top of the script
entry window. If no errors appear, the SAVE button is enabled.

22. Define the sampling time (calculation time) of the soft-sensor.


23. Define the values of the constants.
24. Click SAVE at the bottom of the CREATE SOFT-SENSOR pop-up screen.
The soft-sensor is added to the soft-sensor library list.

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6.6.3 Apply Soft-Sensor


Soft-sensors can be applied to running and completed batches.

Apply a soft-sensor to a running batch

To select a soft-sensor for your running batch, proceed as follows:

1. Click SOFT-SENSOR PARAMETERS in the CONFIGURE PARAMETERS section.

2. Click ADD SOFT-SENSOR at the top of the soft-sensor parameters list.


A new window ADD SOFT-SENSOR appears.

3. Click on the soft-sensor from your soft-sensor library.


4. Select which data should be used for the soft-sensor calculation.

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5. Click the edit button to change the constant values if necessary.


6. Click OK to save your selected soft-sensor parameter.
The selected soft-sensors are displayed in the parameter list.

Apply a soft-sensor to a completed batch

To select a soft-sensor for your completed batch, proceed as follows:

1. Open chart view of the completed batch (see "Monitor, Adjust or Analyse Batch" on page 74).
The chart view of the batch appers.

2. Click PARAMETERS at the bottom of the chart.


The device parameter window appears.

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3. Click ADD SOFT-SENSOR at the top of the window.


4. Select the soft-sensor from your soft-sensor library list.
The calculated parameters from the soft-sensor can now be displayed in the chart view.

6.6.4 Edit Soft-Sensor


Soft-sensors can be edited during the planning of a batch, in a batch or in the soft-sensor library itself.

Edit a soft-sensor in the library

To edit a soft-sensor in the library, proceed as follows:

1. Go to LIBRARIES > SOFT-SENSORS.


2. Click the icon in the row of the soft-sensor you want to edit.
The EDIT SOFT-SENSOR pop-up screen appears.

3. Edit any information of the specific soft-sensor in one of the sections (details, inputs, outputs, constants,
scripting methods or configuration).
4. Click SAVE at the bottom of the EDIT SOFT-SENSOR pop-up screen.
The changed soft-sensor is saved and stored in the soft-sensor library list.

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Edit a soft-sensor in a planned batch

As soon as the soft-sensor is selected from the soft-sensor library list, the specific outputs will be displayed as para-
meters:

1. Click the icon on the right-hand side of a soft-sensor output.


The EDIT SOFT-SENSOR pop-up screen appears where in the configuration tab the soft-sensor can be
edited (e.g. constants or sampling time).

2. Click the icon to redo the soft-senor input binding.


The BIND SOFT-SENSOR INPUTS pop-up screen appears where inputs can be bound to specific para-
meters.

6.6.5 Delete Soft-Sensor


To delete a soft-sensor, proceed as follows:

1. Go to LIBRARIES > SOFT-SENSORS.


2. Click the icon in the row of the soft-sensor you want to delete.
3. Confirm the deletion of the selected soft-sensor.
The selected soft-sensor is deleted from the soft-sensor library list.

If soft-sensors are applied on completed batches, they can be deleted as well directly from the para-
meter list.

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6.6.6 Import Soft-Sensor


Soft-sensors can be imported into eve® and applied to any batch. To import a soft-sensor, proceed as follows:

1. Go to LIBRARIES > SOFT-SENSORS.


2. Click IMPORT SOFT-SENSOR at the bottom of the soft-sensor library.

The IMPORT SOFT-SENSOR pop-up screen appears.

3. Define a new name for the soft-sensor and click IMPORT.


A windows browse pop-up screen appears to browse your data on the computer.

4. Select your soft-sensor file (.json) and click Open at the bottom of the windows browse pop-up screen.
Your selected soft-sensor is saved in the soft-sensor library.

6.6.7 Export Soft-Sensor


Soft-sensors can be exported and shared with other users. An exported soft-sensor can also be imported at a later
time point. To export a soft-sensor, proceed as follows:

1. Go to LIBRARIES > SOFT-SENSORS.


2. Click the icon in the row of the soft-sensor you want to export.
The soft-sensor is immediately downloaded.

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6.7 Scripting Methods


Scripting methods are predefined code blocks, that can be used either for scripting soft-sensors or custom func-
tions. Scripting methods have to be defined once and can then be used as often as needed. This allows you to build
the soft-sensors/custom functions in a modular way and to reuse already written program code. Scripting methods
can be called when defining the expression of the soft-sensor/custom function.

Scripting methods can be added and managed in a dedicated library. To access the scripting methods library, pro-
ceed as follows:

1. Go to LIBRARIES > SCRIPTING METHODS.

The scripting methods library list appears.

Number Function Number Function


Add new scripting method to the library
Delete scripting method from the library (see
1 (see "Add New Scripting Method" on the 3
"Delete Scripting Method" on page 152)
facing page)
Edit existing scripting method in the library
2
(see "Edit Scripting Method" on page 151)

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6.7.1 Add New Scripting Method


To add a new scripting method to the scripting method library, proceed as follows:

1. Go to LIBRARIES > SCRIPTING METHODS.


2. Click ADD NEW SCRIPTING METHOD at the top of the scripting method library list.

The CREATE SCRIPTING METHOD pop-up screen appears which has a predefined workflow to create a
new scripting method and starts with the basic details of the scripting method.

3. Enter a name for the scripting method (mandatory).


4. Enter any description about the scripting method (optional).
5. Click NEXT to define the inputs of the scripting method.
6. Click ADD INPUT at the top of the input list.

A new input is added to the input list.

7. Change the name of a specific input and select the type.


8. Click NEXT to define the output type of the scripting method.
9. Select the desired data type for the output (double or boolean).

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10. Click NEXT to define the expression of the scripting method.


11. Enter any script either directly into the box or copy/paste from a text file (see "Soft-Sensor Basics" on
page 134).
Any errors will be noticed and a description plus location of the error will be given at the top of the script
entry window. If no errors appear, the SAVE button is enabled.

12. Click SAVE at the bottom of the CREATE SCRIPTING METHOD pop-up screen.
The scripting method is added to the scripting method library list and can be used for any soft-sensor or
custom function.

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6.7.2 Edit Scripting Method


Scripting methods can be edited in the scripting methods library. Proceed as follows:

1. Go to LIBRARIES > SCRIPTING METHODS.


2. Click the icon in the row of the scripting method you want to edit.
The EDIT SCRIPTING METHOD pop-up screen appears.

3. Edit any information of the specific scripting method in one of the sections (details, inputs, output or con-
figuration).
4. Click SAVE at the bottom of the EDIT SCRIPTING METHOD pop-up screen.
The changed scripting method is saved and stored in the scripting methods library list.

Changes in a scripting method are not automatically applied to the soft-sensors and custom func-
tions referring the specific scripting method. Modified scripting methods have to be updated manu-
ally in the settings of the soft-sensor/custom function (see "Update Scripting Method" on page 1).

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6.7.3 Update Scripting Method in Soft-Sensor/Custom Function


Scripting methods in soft-sensors or custom functions are not updated automatically. If a scripting method has
been modified, the scripting method in the soft-sensors/custom functions concerned has to updated manually. Pro-
ceed as follows:

1. Open the settings of the soft-sensor/custom function that should use the modified scripting method.
2. Open the section SCRIPTING METHODS.
If one of the scripting methods in the list has been modified in the meantime, the update icon is enabled.

3. Click the update icon to update the corresponding scripting method.


4. Click CONFIRM.
The scripting method is updated, the update icon is disabled.

6.7.4 Delete Scripting Method


To delete a scripting method, proceed as follows:

1. Go to LIBRARIES > SCRIPTING METHODS.


2. Click the icon in the row of the scripting method you want to delete.
3. Confirm the deletion of the selected scripting method.
The selected scripting method is deleted from the scripting method library list.

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6.8 Audit Trail


The audit trail logs all user entries and actions that create, modify, or delete electronic records. Each of these
actions is stored as a row in the audit trail table with the date, time and the name of the logged in user and further
information about the action.

The audit trail cannot be turned off nor can entries in the audit trail be deleted. The software does not allow any
manipulations of the audit trail.

By clicking on the column header, the table can be sorted by the selected column in ascending or descending
order. An extended search function allows you to search for entries in the audit trail (see "Search and Filter Audit
Trail" on the next page). The complete audit trail or parts of it can be exported and saved in various file formats.

To access the audit trail, proceed as follows:

1. Go to LIBRARIES > AUDIT TRAIL.


The audit trail appears.

The audit trail comprises entries in the following categories:

Name Description

EVENT TIME Timestamp of the logged action

USER The user ID of the (logged) user responsible for this action

EVENT TYPE What kind of action the user has executed

ACTION Detailed description of the action (if required)

PROJECT Project associated to the action

EXPERIMENT Experiment associated to the action

BATCH Batch associated to the action

DEVICE Device associated to the action

UNIT Unit of the device associated to the action

The address of the local device the action was executed from or the gateway the request ori-
IP ADDRESS
ginated from

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6.8.1 Search and Filter Audit Trail


The audit trail is provided with an advanced search function. This search is a powerful full-text search function and
is capable of searching for the following:

Date of event (note: date has to be entered in format yyyy-mm-dd, e.g. 2020-07-16)
User name
Event type
Action
Project name
Experiment name
Batch name
Device name
Unit name
IP Addresse

Search operators and rules

The following search operators can be used to narrow down the search or to define the search string precisely:

+: the term must be present (e.g. +Manager means Manager must be present).
-: the term must not be present (e.g. -Service means Service must not be present).
AND: both terms must be present.
OR: one of the terms must be present.
NOT: the term must not be present.
Quotation marks ("") can be used to search for the entire expression in the specified order.
Question marks (?) can be used to replace a single character.
Asterisks (*) can be used to replace zero or more characters.

The keywords are not case-sensitive, keywords can be written in uppercase or lowercase char-
acters.

Examples

Escherichia OR coli states that Escherichia or coli has to be present.

Escherichia AND coli states that Escherichia and coli has to be present.

"Escherichia coli" states that the whole expression "Escherichia coli" has to be present.

Lab states that Lab (without any more characters) has to be present.

Lab* states that Lab has to be present and more characters can follow.

Lab? states that Lab has to be present and exactly one character must follow.

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Further information about the search operators

By default, all terms are optional, as long as one term matches. The preferred operators are + (this term must be
present) and - (this term must not be present). All other terms are optional. For example, this query:

Coli Labfors +K-12 -planned

states that:

- K-12 must be present


- Planned must not be present
- Coli and Labfors are optional - their presence increases the relevance

The familiar operators AND, OR and NOT are also supported. However, the effects of these operators can be more
complicated than is obvious at first glance. NOT takes precedence over AND, which takes precedence over OR.
While the + and - only affect the term to the right of the operator, AND and OR can affect the terms to the left and
right.

Rewriting the above query using AND, OR and NOT demonstrates the power and complexity of this function:

Coli OR Labfors AND K-12 AND NOT planned

This is incorrect because Labfors is now a required term.

(Coli OR Labfors) AND K-12 AND NOT planned

This is incorrect because at least one of coli or Labfors is now required and the search for those terms
would be scored differently from the original query.

((Coli AND K-12) OR (Labfors AND K-12) OR K-12) AND NOT planned

This form now replicates the logic from the original query correctly, but the relevance scoring bears
little resemblance to the original.

Execute an advanced search/filter query

To execute search/filter queries in the audit trail, proceed as follows:

1. Enter the search/filter term in the search entry field.


2. Click SEARCH or press ENTER.

The query result is a list of all library entries matching the search/filter.

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6.8.2 Export Audit Trail


The complete audit trail or parts of it can be exported and saved in various file formats. To reduce the export to spe-
cific entries, a filter can be set. When setting a filter, the same rules apply as for searching an entry in the Audit Trail
(see "Search and Filter Audit Trail" on page 154).

To export the audit trail entries, proceed as follows:

1. Go to LIBRARIES > AUDIT TRAIL.


2. Click EXPORT at the right bottom corner of the page.

The AUDIT TRAIL REPORT pop-up screen appears.

3. Optional: Specify a time period filter by entering dates in the FROM and TO fields or enter a customised filter
in the FILTER field.
4. Click PREVIEW.
The PREVIEW screen appears.

5. Click the download icon to download and save the report of the selected audit trail entries.

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6. Select the appropriate file format (e.g. pdf).


The report is downloaded and can be opened with any program which can read the selected file format.

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6.8.3 Overview about Types of Actions and Event Types


In the following list, all types of actions and event types allowed in eve® are listed. For a more comprehensive
description of each audit trail entry, see the eve® functional specification document (available with the Premium
license).

AlarmActivated Inoculate ReportGenerated


AlarmDeactivated InstallerBackupDeleted RestApiActivated
AlarmRangeChange LogOff RestApiDeactivated
AlarmyTypeSwitch LogOn RestoreFromBackup
BackupCreated LogOnFailed ScriptingMethodChanged
BasicSetupMetadataCreated LowerAlarmChange ScriptingMethodCreated
BasicSetupMetadataDeleted LowerAlarmRangeChange ScriptingMethodDeleted
BatchArchived MultiExperimentCreated ScriptingMethodUpdated
BatchCreated MultiExperimentDeleted SetpointChange
BatchDeleted OfflineParameterCreated SettingsChaged
BatchEmailAlarmSubscribed OfflineParameterDeleted SoftSensorAdded
BatchEmailAlarmUnsubscribed OfflineParameterValueCon- SoftSensorAddedInRunningBatch
BatchUnarchived firmed SoftSensorChanged
CommuncationLost OfflineParameterValueSub- SoftSensorExported
CommunicationRestored mitted SoftSensorImported
ControlActivated OfflineSampleListExported SoftSensorRemoved
ControlDeactivated OfflineSampleListImported Start
CultureMediaMetadata- OfflineSampleTaken StartStopSynchronisationActivated
Created OrganismMetadataCreated StartStopSynchronisationDeactivated
CultureMediaMetadataDe- OrganismMetadataDeleted Stop
leted ParameterAlarmAc- UpperAlarmChange
DefaultBatchRe- knowledged UpperAlarmRangeChange
portSettingsEdited ParameterAlarmInactive UseGlobalBatchViewSet-
DeviceAdded ParamererAlarmOutOfRange tingsActivated
DeviceAlarmAcknowledged ParameterNameChanged UseGlobalBatchViewSet-
DeviceNameChanged PasswordChanged tingsDeactivated
DeviceRemoved PhaseChanged UserActivated
EmailServerActivated PhaseSkipped UserDeactivated
EmailServerChanged ReadOnlyActivated UserEmailAdded
EmailServerDeactivated ReadOnlyDeactivated UserEmailAlarmNotificationActivated
FunctionChanged RecipeCreated UserEmailAlarmNo-
FunctionCreate RecipeDeleted tificationDeactivated
FunctionDelete RecipeExported UserEmailChanged
FunctionStart RecipeImported UserEmailRemoved
FunctionStop RefreshRateChanged UserRoleChanged

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7 RESOURCES
The RESOURCES menu is used to manage all the resources such as users, devices and projects. This includes,
among others, the following tasks:

Manage your equipment (see "Equipment" on the next page)


Create projects (see "Projects " on page 174)
Add or edit user (see "User Administration" on page 176)

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7.1 Equipment
The EQUIPMENT section allows you to manage your equipment, namely add or remove devices, change device set-
tings or connect external devices. eve® supports incubation shakers and bioreactors of all sizes and types, and lets
you connect and manage your equipment in a convenient way.

External devices

External devices such as balances, pumps or any other device (e.g. HPLC, mass spectrometer etc.) can be linked to
an existing device (e.g. bioreactor). To add an external device, eve® provides different drivers:

Balances (Ohaus, Mettler Toledo, Kern, Sartorius)


OPC (DA, XML-DA and UA)

After successful installation of the driver, the device can be added to the eve® device list (see "Add New Device"
on the facing page).

Acces the equipment section

To access the overview of the connected equipment, proceed as follows:

1. Go to RESOURCES > EQUIPMENT.

The overview page of the connected equipment appears.

If you connect a device to eve® the first time, the equipment overview is the landing page as soon as
you want to start a batch.

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7.1.1 Add New Device


The procedure for adding a bioprocess device (e.g. bioreactor or shaker) and for adding an external device (e.g.
laboratory balance) is the same. To add a new device, proceed as follows:

1. Go to RESOURCES > EQUIPMENT.


2. Click ADD NEW DEVICE on the top of the page.

The ADD DEVICE pop-up screen appears where the selection of all different kinds of bioreactors and
shakers is possible.

If you want to add a device that is not available in the CHOOSE DEVICE section, a specific driver
may be required. Contact INFORS HT in case you have any questions.

3. Click on the icon of your corresponding device.

You will be forwarded automatically to the CONFIGURATION step of the ADD DEVICE pop-up screen.

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4. Enter any name for the device.


5. Enter the IP address of the specific device.
6. Enter the corresponding port (usual 8080).
7. Click SAVE at the bottom of the ADD DEVICE pop-up screen.
The new device is added to the EQUIPMENT OVERVIEW.

The standard configuration for any INFORS HT equipment communicates via port 8080.

7.1.2 Add and Bind External Device


If you want to add an external device (e.g. laboratory balance) and use it with a specific bioprocess unit (e.g. biore-
actor vessel), the external device must first be added in eve®. Afterwards, the external device can be bound to the
desired bioprocess unit (bioreactor vessel) and thus used with it.

To add and bind an external device, proceed as follows :

1. Go to RESOURCES > EQUIPMENT.


2. Click ADD NEW DEVICE on the top of the page.

The ADD DEVICE pop-up screen appears where the selection of all the devices is possible.

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3. Select the external device (e.g. Ohaus Balance).


4. Enter the IP address of the specific device.
The external device appears in the device list.

5. Click the plus icon of the bioreactor unit (vessel) to which you want to connect the external device.

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The BIND ANALYTICAL DEVICE pop-up screen appears.

6. Select the external device by clicking the checkbox.


7. Click OK to save the configuration.
The selected external device is bound to the specific bioreactor unit. This linkage is displayed next to the
type of the external device.

A unit can only be connected to one other unit. To unbind the unit again, simply uncheck the check-
box.

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7.1.3 Update Device


The update function allows you to refresh a device without the need to remove and rebind it. By clicking the
update icon the device is updated using the information defined in the device settings (IP address, port, path).

Units and device parameters which were added on the physical device will be displayed in eve® after updating the
device. Changes made in eve® (e.g. device name, parameter name and refresh rate) will not be overwritten when
updating the device.

Note that the update function is only applicable for INFORS HT touchscreen devices (OPC XMLDA/UA) and devices
connected to eve® using an INFORS HT generic driver. Devices with XDDC protocol cannot be refreshed.

To be able to update a device, the device must not be in use, i.e. there must be no running batch on the device.

Proceed as follows to update a device:

1. Go to RESOURCES > EQUIPMENT.


2. Click the icon on the upper right corner of the device to be updated.

The device is updated.

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7.1.4 Edit Settings


Device-specific settings are made at different locations, depending on whether the setting affects the entire device
or only parts of it (e.g. a unit or a parameter).

To change the settings affecting the whole device (e.g. device name or communication settings), click the
icon on the right hand-side of the device name (see "Change Device Settings" on the facing page).

To open the overview of all modules associated to a specific unit (e.g. to change the settings of a module or

a parameter), click the icon next to the unit (see "Change Unit Settings" on page 168).

To change the settings affecting a module (e.g. enable or disable parameters), click the icon on the
right hand-side of the module name (see "Change Module Settings" on page 169).

To change the settings affecting a specific parameter (e.g. parameter name, unit or PID settings), click the
icon on the right hand-side of the parameter name (see "Change Parameter Settings" on page 170).

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7.1.4.1 Change Device Settings


A connected device can be renamed, the refresh rate can be changed, read only and start/stop can be syn-
chronised. To change the device settings, proceed as follows:

1. Go to RESOURCES > EQUIPMENT.


2. Click the icon on the right hand-side of the device name.
The EDIT DEVICE pop-up screen appears.

Setting Description

The name of the device that is shown in the equipment overview. The name of
the device can only be changed when the device is not in use (no running batch).
NAME
Furthermore, the new name is only applied to planned and running batches, not
to completed batches.

The refresh rate defines the minimal interval of time between two com-
munication cycles with a specific device. The refresh rate can be set from 1 to
999 seconds.
REFRESH RATE
By changing the refresh rate the entire communication with the
device is configured.

If only monitoring is necessary, the option READ ONLY is available. By activating


read only the entire communication with the device is limited to read. This means
READ ONLY
that eve® will not send any information, including setpoints, start/stop com-
mands etc. To activate read only, check the checkbox.

The synchronise start/stop function can be used to enable or disable the batch
SYNCHRONISE START/STOP
start/stop on the device. To activate this function, check the checkbox.

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Setting Description

Techfors and Techfors-S devices have by default the synchronise


start/stop function deactivated due to the sterilisation function on
the touchscreen.

7.1.4.2 Change Unit Settings


To edit the characteristics of a device unit, proceed as follows:

1. Click the icon of the unit.

The overview screen of the unit is displayed.

Number Function Number Function


1 Unit list of the specific device 4 Actor device
Edit device parameter appearance (see
Edit device parameter settings (see "Change
2 "Change Module Settings" on the facing 5
Parameter Settings" on page 170)
page)
3 Sensor device

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7.1.4.3 Change Module Settings


Some device parameters (e.g. pumps) can have several parameter information. To display or hide the additional
parameters, proceed as follows:

1. Click the icon at the top of a device.

The device parameter appearance screen appears.

Setting Description

NAME The name of the parameter is read from the equipment and can be changed if required.

DEVICE TYPE Type of the module.

Shows all the parameters that are associated to this module. For each parameter it can be
defined if the parameter is visible or not. Check the checkboxes of the parameters that should
appear for the specific device.

If a parameter is visible or not can also been seen in the module overview.

PARAMETERS

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7.1.4.4 Change Parameter Settings


In the device parameter settings the name, unit, decimals and the log precision can be configured. To change the
settings of a device parameter, proceed as follows:

1. Click the icon of the specific module to show the associated parameters.

2. Click the icon next to the specific device parameter.

The device parameter settings screen appears.

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Setting Description

NAME The name of the parameter is read from the equipment and can be changed if required.

UNIT The unit of the parameter is read from the equipment and can be changed if required.

Defines how many decimals are displayed of the specific parameter. The number of dis-
DECIMALS
played decimals must be equal or lower than the log precision.

The log precision defines the number of decimals that are saved into the database for the
configured parameter. The system writes a new value into the database as soon as a value
LOG PRECISION is within the specified decimals.The number of decimals is by default 0 for each parameter.
The entered value for the decimals must be between 0 and 8. Note that only users with
user roles Manager or System Administrator can change the log precision.

PARAMETER TYPE Predefined type that cannot be changed.

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PID settings

Inappropriate changes to the PID settings may have a negative effect on the batch or the device. Only
change the PID settings, if you are fully aware of the consequences or after consulting the man-
ufacturer.

PID controllers (Proportional Integral Derivative controller) are used for some of the parameters (e.g. Temperature
or pH). The PID function is based on a generic formula and where the individual terms can be described as:

P = proportional factor, proportional response to an error, used to reach a setpoint. The bigger the value,
the sharper the control.
I = integral factor, integration of the error in 1/second. A typical integral factor is < 0.05.
D = differential quotient, derivative of the error, set in seconds (mostly to 0).

PID settings can be accessed in the device parameter settings and in custom functions (see eve® scripting guide).

Term Description

Proportional factor: The greater the discrepancy between the setpoint value and the actual value
P (PTerm)
the greater the controller output.

The integral factor aggregates all errors over the time. If the setpoint is not achieved using the pro-
I (I Term, s-1) portional factor, the integral factor adjusts the output successively until the setpoint value is
achieved. An integral factor set too high will lead to oscillation of the control loop.

The differential quotient calculates the change in the actual value over the time and counteracts
D (DTerm, s)
this change to limit any overshoot.

The negative factor can be used to add weighting to two-sided control (+100 to -100 %) (e.g.
Negative heavy acid, light alkali). In the process 1 is the balance and 0.5 or 2 equate to the half or double
Factor the controller output accordingly. Example: Nitrogen influences the pO2 value less than oxygen,
thus a negative factor of 2 can compensate for the reaction of the controller.

If a deadband is entered, no control is implemented within this value at either side of the setpoint
Deadband
value (symmetrically, + / -). I.e. the controller output is = 0. The deadband is used for pH control.

I Limit The integral influence is used to ensure that the integral factor cannot increase over an indefinite
(Integ. period. This limits erroneous accumulation. The integral influence is set between 0 and 100 % of
Limit, %) the controller output.

Evaluation The evaluation time determines the intervals in seconds at which the PID value is recalculated. The
Time controller speed is defined this way. A scanning time of 10 seconds is a good average value.

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7.1.4.5 Configure Unknown Device Parameter


Some device parameters are not recognised instantly and marked with a question mark. Such parameters have to
be configured to define the specific behaviour (i.e. actor/sensor, units, default setpoints etc.).

1. Click the icon next to the specific device parameter.

The device parameter appearance screen appears.

2. Select the device type from the dropdown list (e.g. GenericBalance for any balance).

The settings of the unknown parameter will be changed according to the selected device type. If any spe-
cific settings need to be configured (e.g. unit change, log precision rate etc.), see "Change Parameter Set-
tings" on page 170.

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7.2 Projects
Projects are the top level of the experiment structure. A project can consist of one or more experiments with one
or more batches. Projects can be used within the entire system, i.e not only the owner, but every user can use the
project for his/her experiment.

1. Go to RESOURCES > PROJECTS.

The PROJECT screen appears.

Number Function Number Function


Number of planned experiments within the
1 Name (unique) of the project 5
project
Description of the project (max. 500 char- Number of running experiments within the
2 6
acters) project
Number of completed experiments within the
3 User that has created the project 7
project
Button to add a new project (see "Create Date and time when the project has been cre-
4 8
New Project" on the facing page) ated

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7.2.1 Create New Project


Please note that once a project has been created, it cannot be edited or deleted anymore.

To create a new project, proceed as follows:

1. Go to RESOURCES > PROJECTS.


2. Click ADD NEW PROJECT at the top of the project list.

A pop-up screen appears where the new project can be defined.

3. Enter a name for the project.


4. Enter a description to the project (max. 500 characters, optional).
5. Click OK at the bottom of the pop-up screen.
The project is created and listed in the project list.

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7.3 User Administration


The user administration allows users with user roles System Administrator or Manager to manage the users, their
accounts and user rights.

To access the user administration, proceed as follows:

1. Go to RESOURCES > USER ADMINISTRATION.

A list of all created users appears.

Number Function Number Function


Create new user (see "Add New User" on Reset password for the user (see "Reset
1 3
page 179) Password" on page 181)
Edit existing user (see "Edit User" on
2
page 180)

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7.3.1 User Roles and User Rights


The user administration allows the organisation of users and their dedicated user roles. Each user must be assigned
to one of the six specific roles. Each role is associated with a set of predefined rights to execute specific actions
within the software. The following six user roles are available:

System Administrator (IT role, has no access to batch-related functions)


Manager (full access to all functions)
User (access to all batch-related functions, but no administration rights)
Technician (has only limited access to the system, can plan batches, details see table below)
Operator (has only restricted access to the system, cannot plan batches, details see table below)
Guest (has read-only access)

User rights

System Admin-
Manager User Technician Operator Guest
istrator

Plan & Run

Create new batch x x x

Monitor & Analyse

Start/stop batch x x x x

Delete planned batch x x x

Monitor batch x x x x x

Compare batches x x x x x

Adjust running batch x x x (x)1

Acknowledge alarm x x x x

Archive/unarchive batch x x

Create reports, export batch


x x x x x
data

Libraries

Import batch data and


x x x x
recipes

Create recipes x x x

Create/edit organisms, cul-


x x x
ture media and compounds

Delete organisms, culture


x x
media and compounds

Create, edit and delete soft-


sensors and scripting meth- x x
ods

Open and export audit trail x x x x x

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System Admin-
Manager User Technician Operator Guest
istrator

Resources

Add and edit devices x x (x)2

Refresh devices x x x x

Create projects x x x x

Add and edit users x x

Settings

Change global system set-


x x
tings

Activate licenses x x

1. Operator is not allowed to add offline parameters and soft-sensors and confirm the measurement when taking an offline sample
2. User is not allowed to edit device type (Multifors 2) and log precision

7.3.2 User Names and Passwords


When a new user is added or an existing user is edited, some rules regarding user names and passwords have to be
considered.

Standard

The following rules apply by default, regardless of the eve® license and settings. These are fix and cannot be
changed.

A login with user name and password is required at each program start.
User names must be unique.
Once a user account has been created, the account cannot be deleted anymore. If an account is not needed
anymore, it can be set to inactive.
Password length must be at least 6 characters.
The password needs to be different from the 5 last passwords used by the user.

Optional (only with Premium license)

If FDA-compliance according to FDA 21 CFR Part 11 is required, advanced password security features can be indi-
vidually activated or deactivated in the settings. Please note that these functions are only available with the
Premium license.

If activated, the password length must be at least 8 characters and contain at least one numerical or non-
alpha-numerical character (see "High Security Password" on page 195).
If activated, the password expires after a defined time and must be changed (see "Password Aging" on
page 195).
If activated, the number of login attempts is limited. If the defined number of attempts is exceeded, the user
is automatically set to inactive. Only a user with user role System Administrator or Manager can reactivate
the user (see "User Blocking after Failed Log-In" on page 193).

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7.3.3 Add New User


To add a new user, proceed as follows:

1. Go to RESOURCES > USER ADMINISTRATION.


2. Click ADD NEW USER at the top of the user list.

A pop-up screen appears where the new user can be defined.

3. Fill in the fields as required.


4. Click OK at the bottom of the pop-up screen.
The new user is created and listed in the user list.

Field Description

The username must be unique. Note that the username is fixed and cannot be
USERNAME
changed later.

PASSWORD Password with min. 6 or, if high security password function is active, 8 characters.

CONFIRM PASSWORD The password has to be confirmed by entering it a second time.

Entering an e-mail address is required if the user wants to receive alarm notifications
EMAIL ADDRESS by e-mail (see "Subscribe to E-Mail Alarm Notifications" on page 70). Note that a user
can also add or change the e-mail address in his user profile.

Each user must be assigned to a user group. The user group defines which rights the
ROLE
user is assigned to (see "User Roles and User Rights" on page 177).

The complete deletion of any user account is not possible. However eve® allows you to
set a user account to inactive if the account is not used anymore. Users in inactive
ACTIVE
status can no longer log in. Users are automatically set to inactive status if the number
of login attempts defined in the global settings is exceeded (if activated).

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7.3.4 Edit User


To edit an existing user account, proceed as follows:

1. Go to RESOURCES > USER ADMINISTRATION.


2. Click the icon on the right-hand side of an user entry in the user list.
The edit user pop-up screen appears.

3. Fill in the fields as required. Refer to "Add New User" on the previous page for details.
4. Click OK at the bottom of the pop-up screen.
The new user is created and listed in the user list.

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7.3.5 Reset Password


To reset the password of a user, proceed as follows:

1. Go to RESOURCES > USER ADMINISTRATION.


2. Click RESET PASSWORD on the right-hand side of an user account.

The RESET PASSWORD pop-up screen appears.

3. Enter the new password for the specific user account.


4. Confirm the new password for the specific user account.
5. Click OK at the bottom of the pop-up screen.
The new password is saved.

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8 SETTINGS
In the SETTINGS menu, both user-specific and global settings can be set. The user-specific settings allow you to
customise your user profile while the global settings apply to the entire system. Among others, the following tasks
can be performed:

Edit your user profile (see "My Profile" below)


Change global settings (see "Global" on page 186)
Store a backup of the database (see "Backup" on page 202)
Activate licenses on- and offline (see "License" on page 206)
Get information about the software (see "About" on page 210)

8.1 My Profile
In the MY PROFILE menu you can modify your personal user profile. This includes changing the password and pro-
file picture as well as enabling or disabling the e-mail alarm notification. To access the user profile, proceed as fol-
lows:

1. Go to SETTINGS > MY PROFILE.

The MY PROFILE screen appears.

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Change password

Users of all user groups can change their own password (see "User Names and Passwords" on page 178 for details
regarding password rules). To change the password, proceed as follows:

1. Go to SETTINGS > MY PROFILE.


2. Click CHANGE PASSWORD.

The CHANGE PASSWORD pop-up screen appears.

3. Enter the old and new passwords in the corresponding fields.


4. Confirm the new password by entering it in the corresponding field.
5. Click SAVE at the bottom of the pop-up screen.
The new password has been saved successfully.

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Change profile picture

To change your profile picture, proceed as follows:

1. Go to SETTINGS > MY PROFILE.


2. Click the icon to change the profile picture.

The SELECT AND CROP PICTURE pop-up screen appears.

3. Click BROWSE COMPUTER at the bottom right-hand side of the pop-up screen.

The explorer window of your operating system appears.

4. Select the picture you would like to use as your profile picture.
5. To crop the picture, select the specific area of your profile picture by dragging the square with the mouse.

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6. Click OK to save the cropped profile picture.


The profile picture has been saved successfully.

If you want to delete a profile picture, click the icon and the profile picture will be deleted per-
manently.

Enable e-mail alarm notification

To be able to subscribe to e-mail alarm notifications, an e-mail address must be entered and E-
MAIL ALARM NOTIFICATION must be activated. You can then decide for each batch whether you want to receive
alarm notifications by e-mail or not (see "Alarms" on page 106). Note that to activate the e-mail alarm notification,
the e-mail server must be configured beforehand (see "E-Mail Server Configuration" on page 196).

1. Go to SETTINGS > MY PROFILE.


2. Enter the e-mail address you would like to use for e-mail alarm notifications.
3. Click the ON button to enable the e-mail alarm notification.

The e-mail alarm notification is enabled for the specified e-mail address.

When you start a batch that you have created yourself, e-mail alarm notifications are automatically
subscribed to you.

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8.2 Global
The GLOBAL menu contains settings that apply to the entire eve® system. Note that only users with the user level
Manager or System Administrator are able to change the global settings (see "User Roles and User Rights" on
page 177).

To access the global settings menu, proceed as follows:

1. Go to SETTINGS > GLOBAL.

The GLOBAL screen appears.

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The following settings are available:

Batch settings

Setting Description More information

Define which components and parameters "Default Batch


DEFAULT BATCH REPORT SETTINGS are preselected by default when defining Report Settings" on
the content of a report. the next page

Force the users to select at least one culture "Mandatory Inform-


MANDATORY CULTURE MEDIA
medium when planning a batch. ation" on page 190

Force the users to select at least one organ- "Mandatory Inform-


MANDATORY ORGANISM
ism when planning a batch. ation" on page 190

System settings

Setting Description More information

"Administrator E-
Enter the e-mail address of the responsible
ADMINISTRATOR E-MAIL ADDRESS Mail Address" on
system administrator.
page 191

"Use Global Chart


Select whether the chart settings should be
USE GLOBAL CHART VIEW SETTINGS View Settings" on
saved per user or globally.
page 192

"Automatic User
AUTOMATIC USER LOG-OFF (TIME Switch on/off automatic logoff of any user
Log-Off" on
INTERVAL) after a defined period of inactivity.
page 192

"User Blocking after


LOCKOUT ON FAILED LOGINS (NUMBER OF Switch on/off blocking user accounts after
Failed Log-In" on
FAILED LOGINS ALLOWED) a defined number of failed login attempts.
page 193

RESTRICT BATCH CHANGES TO


Restrict IP addresses that are allowed to "IP Whitelist" on
FOLLOWING IP ADDRESSES (WHITE LIST OF
start batches and modify running batches. page 194
IP ADDRESSES)

Force the users to change their password "Password Aging"


PASSWORD AGING (EXPIRATION TIME)
after a defined period. on page 195

"High Security Pass-


HIGH SECURITY PASSWORD Force the users to use strong passwords.
word" on page 195

"E-Mail Server Con-


Setup e-mail server for e-mail alarm noti-
CONFIGURE EMAIL SERVER figuration" on
fication.
page 196

ENABLE 3rd PARTY SOFTWARE ACCESS TO "REST API Access"


Activate/deactivate REST API interface.
EVE (REST API) on page 197

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Data settings

Setting Description More information

Avoid gaps in the csv export file. Empty


cells, which occur when there is no change "csv Export Set-
FILL GAPS IN CSV EXPORT
in the measured parameter, are filled with tings" on page 198
the last measured value.

Define custom metadata that can be "Custom Basic


CONFIGURE BASIC SETUP METADATA entered in the "Basic settings" section Setup Metadata" on
when planning a batch. page 199

"Custom Organism
Define custom metadata that can be
CONFIGURE ORGANISM METADATA Metadata" on
entered when adding a new organism.
page 200

Define custom metadata that can be "Custom Culture


CONFIGURE CULTURE MEDIA METADATA entered when adding a new culture Media Metadata"
medium. on page 201

Change path where the backup should be "Backup" on


BACKUP LOCATION
stored. page 202

Store backup of the database or restore the "Backup" on


CREATE / RESTORE BACKUP
database based on a backup. page 202

Depending on your active packages, some settings may not be available.

8.2.1 Default Batch Report Settings


Each time you create a report, you can select which components and parameters should be shown in the report.
The default batch report setting allows you to define which components and parameters are preselected by default
when creating a batch report (see "Create Report" on page 114). The setting applies to the entire eve® system.
Note that each report can still be configured individually, regardless of which options are selected here.

To configure the default batch report settings, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Click EDIT next to the default batch report settings.

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The EDIT BATCH REPORT SETTINGS wizard appears.

3. Select all component checkboxes that should be selected by default when creating a report.
4. Click NEXT.
The parameter option screen appears.

5. Select all parameter option checkboxes that should be selected by default when creating a report.
6. Click SAVE to save your default batch reporting settings.
The default batch report settings are applied to the entire eve® system.

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8.2.2 Mandatory Information


Mandatory culture media and organism information can be selected to force the users to select at least one
culture medium and/or organism when planning a new batch. To enable the function, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Select the MANDATORY CULTURE MEDIA / ORGANISM option.

The settings of the mandatory information are saved.

If a user wants to start a batch without filling out the necessary information, the execution is
blocked.

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8.2.3 Administrator E-Mail Address


In the ADMINISTRATOR E-MAIL ADDRESS field the e-mail address of the responsible system administrator can be
entered. The administrator e-mail address can be used for different purposes:

Password reset
Disc space monitoring

Password reset

The email address can be used for password requests in case a user cannot remember his/her password. The e-mail
address is shown when a user taps on the FORGOT PASSWORD? button on the login page.

Disc space monitoring

To prevent data loss, it is necessary that there is always enough free disc space. To prevent the disc space from
becoming too low, the system monitors the available space on a weekly basis. If remaining disc space is lower than
50 GB and lower than 25 GB, an e-mail is sent to the e-mail address of the administrator defined in the global set-
tings. If no administrator e-mail address is defined in the global settings, the e-mail is sent to all other admin-
istrators that are active and have a valid e-mail address.

Enter e-mail address

To define an administrator e-mail address, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Enter a valid E-Mail Address ind the ADMINISTRATOR E-MAIL ADDRESS field.

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8.2.4 Use Global Chart View Settings


By default, chart views are stored individually per user and per batch. Each user can modify the chart view of a
batch without affecting the chart views of the other users (see "Configure Chart" on page 93). If the option Use
Global Chart View Settings is enabled, chart views are not stored per user anymore, but globally. When a user
changes the settings of a chart view, the changed settings will also be applied for the other users in the system. If
the function is switched off again, the original state is restored. This means that all chart views are reset to the last
saved user-specific configurations.

Note that compare views are not affected by this setting. Even if the option is enabled, compare views can still be
modified and stored individually.

To enable the function, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Select the USE GLOBAL CHART VIEW SETTINGS option.

The settings are saved.

8.2.5 Automatic User Log-Off


Activation of automatic user log-off allows the automatic log-off of any user after a configurable period of
inactivity. With this feature activated, every user is logged off from the software after a defined time of inactivity.
The user is warned 10 seconds in advance before being logged out. The feature prevents anyone other than the
actual owner from using a user account.

1. Go to SETTINGS > GLOBAL.


2. Select the AUTOMATIC USER LOG-OFF checkbox.
3. Enter a time interval in seconds for the automatic log-off.

The settings for the automatic user log-off are saved.

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8.2.6 User Blocking after Failed Log-In


If lockout on failed logins is enabled, user accounts will be locked after a configurable number of failed login
attempts. Any attempt to use the software in an unauthorized manner by guessing the password of a user using
iterative procedures is prevented by this feature. Once a user has been locked out, a system administrator or a man-
ager can activate the user account again.

1. Go to SETTINGS > GLOBAL.


2. Select the LOCKOUT ON FAILED LOGINS checkbox.
3. Enter the number of failed log-ins before blocking the user.

The settings for the user blocking are saved.

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8.2.7 IP Whitelist
The IP whitelist is a list of IP addresses you define as approved to start a batch or to make changes within a run-
ning batch. If this feature is activated, no client with an IP address other than those on the IP whitelist can be used
to start a batch or modify a running batch.

Note that the whitelist only affects running batches. Users with IP addresses not on the whitelist can still add
batches and modify planned batches. Users with IP addresses not on the whitelist are not allowed to perform the
following tasks:

Start and stop a batch


Switch parameter control on or off in a running batch
Change a setpoint of a parameter in a running batch
Modify the alarm behavior of a parameter in a running batch (set alarm on/off, change the alarm type or
change the alarm limits)
Modify the batch strategy of a running batch
Manually switch to the next phase in a running batch
Inoculate a batch or change inoculation information

To add a client (computer of a user) to the IP whitelist, the IPv4 address of the client is used. However,
if the eve® server (computer where eve® is installed) should be added to the whitelist, it is not pos-
sible to use the IPv4 address. To add the eve® server, always use the IP address 127.0.0.1, which cor-
responds to "localhost".

Note that you must be logged in on the eve® server to configure the whitelist. It is not possible to con-
figure the whitelist via a connected client.

To activate the function and to add entries to the IP whitelist, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Select the RESTRICT BATCH CHANGES TO FOLLOWING IP ADDRESSES checkbox.
3. Click EDIT next to the checkbox.

The IP WHITELIST pop-up screen appears.

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4. Click ADD IP ADDRESS.
5. Enter the IP addresses from which changes should be possible (e.g. "192.168.1.15" or "127.0.0.1" for the
eve® server).
6. Confirm by clicking SAVE.
The changes in the IP whitelist are saved.

8.2.8 Password Aging


Password aging requires the users to change their password after a defined time period has expired. This allows
you to ensure that the users are regularly changing their password which will increase password security.

To activate password aging, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Select the PASSWORD AGING checkbox.
3. Enter the expiration time in days.

The settings for the password aging are saved.

8.2.9 High Security Password


With the activation of the high security password feature, the requirements concerning password security
according to current standards are met. Each new password created after activation of the feature has to be com-
posed of:

At least 8 characters
At least one upper and one lower case character
At least one non-alphanumerical or numerical character
1. Go to SETTINGS > GLOBAL.
2. Select the HIGH SECURITY PASSWORD checkbox.

The new passwords will need to meet the requirements as mentioned above.

In addition, users are not allowed to reuse the last five passwords used. This is set by default and can-
not be changed.

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8.2.10 E-Mail Server Configuration


Configuring an e-mail server allows eve® to send automatically e-mails to the user when a batch alarm (e.g. para-
meter out of range or connection problems) is active. After successful configuration of the e-mail server, each user
can enable the e-mail alarm notification by him- or herself and subscribe to specific batches (see "Alarms" on
page 106).

To ensure that the e-mail alarm function works correctly, the configuration setup should be tested by
sending a test e-mail before users can use the function.

To configure the e-mail server, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Select the CONFIGURE EMAIL SERVER checkbox.
3. Click EDIT to set up the e-mail server configuration.

The CONFIGURE EMAIL SERVER pop-up screen appears.

4. Enter the host of your e-mail server (e.g. outlook.office365.com).


5. Enter your e-mail user account credentials and the password.
6. Enter a valid e-mail address to test the entered settings.
7. Click SEND.
After successful configuration, an e-mail is sent to the specified address.

Please consider the General Data Protection Regulation (GDPR) according to the EU law when enter-
ing personal data (i.e. e-mail address).

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8.2.11 REST API Access


The REST API option activates an interface that allows you to exchange data with other software (e.g. MATLAB or
LIMS). Further information about the REST API interface can be found in the REST API documentation. The REST API
documentation is accessible in the software by clicking INFO.

To activate the REST API interface, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Select the ENABLE 3rd PARTY SOFTWARE ACCESS TO EVE (REST API) checkbox.

The REST API access is activated.

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8.2.12 csv Export Settings


If you export recorded batch data as .csv file, two different export options are available. By default, the exported
batch data for a specific parameter (e.g. temperature, °C) are only recorded when a change in the signal value is
measurable. This can lead to gaps in the parameter time series (see example below).

If you want to change the behaviour of data export and fill the data gaps with the last measured value, proceed as
follows:

1. Go to SETTINGS > GLOBAL.


2. Select the FILL GAPS IN CSV EXPORT option.

The settings for the csv export are saved.

As an example, the table below shows how the two different settings influence the csv data export of temperature
time series:

No fill of gaps in csv Fill of gaps in csv

process time [h] Temperature [°C] Temperature [°C]

0 29.37 29.37

0.2 29.62 29.62

0.4 29.90 29.90

0.6 30.03 30.03

0.8 30.03

1.0 30.03

1.2 30.03

1.4 30.03

1.6 30.03

1.8 31.21 31.21

2.0 31.19 31.19

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8.2.13 Custom Basic Setup Metadata


This function allows you to define custom metadata that can be entered in the basic setup section when planning a
batch (see "Basic Setup" on page 20). To add, change or delete any of the basic setup metadata, proceed as fol-
lows:

1. Go to SETTINGS > GLOBAL.


2. Click EDIT next to the CONFIGURE BASIC SETUP METADATA settings.
The CONFIGURE BASIC SETUP METADATA pop-up screen appears.

3. Click ADD to add a new metadata information.


A new line is added to the custom organism metadata list.

4. Enter the name of your metadata information and select (if required) the unit(s).
5. Click SAVE to save your configuration.

The selection of the value in the UNIT field has the following effects:

- Select (no unit): Any value (numbers or letters) without unit can be entered.
- None: Any value (only numbers) without unit can be entered.
- Unit (e.g. °C): Value (only numbers) can be entered with the selected unit.
- Two or more units (e.g. g and ml): The unit can be selected from a dropdown list.

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8.2.14 Custom Organism Metadata


This function allows you to define custom metadata that can be entered when adding a new organism in the
organism library (see "Add New Organism" on page 123). To add, change or delete any of the organism metadata,
proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Click EDIT next to the CONFIGURE ORGANISM METADATA settings.
The CONFIGURE ORGANISM METADATA pop-up screen appears.

3. Click ADD to add a new metadata information.


A new line is added to the custom organism metadata list.

4. Enter the name of your metadata information and select (if required) the unit(s).
5. Click SAVE to save your configuration.

The selection of the value in the UNIT field has the following effects:

- Select (no unit): Any value (numbers or letters) without unit can be entered.
- None: Any value (only numbers) without unit can be entered.
- Unit (e.g. °C): Value (only numbers) can be entered with the selected unit.
- Two or more units (e.g. g and ml): The unit can be selected from a dropdown list.

The custom organism metadata are available when creating a new organism as well as when editing
an existing one.

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8.2.15 Custom Culture Media Metadata


This function allows you to define custom metadata that can be entered when adding a new culture medium in the
culture media library (see "Add New Culture Medium" on page 126). To add, change or delete any of the culture
media metadata, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Click EDIT next to the CONFIGURE CULTURE MEDIA METADATA settings.
The CONFIGURE CULTURE MEDIA METADATA pop-up screen appears.

3. Click ADD to add a new metadata information.


A new line is added to the custom culture media metadata list.

4. Enter the name of your metadata information and select (if required) the unit(s).
5. Click SAVE to save your configuration.

The selection of the value in the UNIT field has the following effects:

- Select (no unit): Any value (numbers or letters) without unit can be entered.
- None: Any value (only numbers) without unit can be entered.
- Unit (e.g. °C): Value (only numbers) can be entered with the selected unit.
- Two or more units (e.g. g and ml): The unit can be selected from a dropdown list.

The custom culture media metadata are available when creating a new culture medium as well as
when editing an existing one.

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8.2.16 Backup
eve® allows to create backups of the database with all entered and acquired data at a specific date and time. The
backup can be used to restore the database at a later time. This action will overwrite all the data in the database at
the moment of restoring. The backup contains all the data relative to:

Batch data
Libraries (recipes, organisms, culture media, compounds and soft-sensors)
Audit trail
User accounts
Devices and projects
Global and user-specific settings

By default, the backup (and restore) path is set to C:\INFORS-HT\backup. The location of the backup can be
changed manually to a local drive or to an external disc (external hard disc / USB drive). It is not possible to store the
backup on a network drive.

If you store the backup on the local drive of your computer, we strongly recommend to create an
additional backup of the folder where the eve® backup is stored.

To avoid data loss, we strongly recommend to store a backup each time before updating eve® to a
newer version.

Please note that the compatibility of the backups between different eve® versions cannot be assured.
To avoid data loss, we strongly recommend to save a new backup after every eve® update. Refer to
"Compatibility of software releases" on page 9 for information regarding compatibility of the dif-
ferent eve® versions.

Create backup

To store a backup, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Click BACKUP.

3. Confirm the message. Note that depending on the size of the data, taking a backup can take several hours.
Once the success message appears, the backup has been created and is stored in the defined backup loc-
ation. The file name consists of the date and time of the backup in the following format: yyyymmdd-
hhmmss.

The system allows you to create backups of the complete database at any date and time if no batch
is running.

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Change backup path

To change the storage location of the backup, proceed as follows:

1. Go to SETTINGS > GLOBAL.


2. Click into the BACKUP LOCATION field.
3. Enter the path of the backup location (e.g. C:\MyeveBackup). Note that the path and folder must be avail-
able.

The new path is saved automatically and will be used for further backups.

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Restore backup

To restore a previously stored backup, proceed as follows:

Restoring a backup will erase all current data in the database and replace it with the backup data.
This cannot be undone!

1. Go to SETTINGS > GLOBAL.


2. Click RESTORE.

The SELECT BACKUP TO RESTORE pop-up screen appears.

3. Select the backup file from the dropdown list.


4. Click RESTORE at the bottom of the pop-up screen.
5. Confirm the action by clicking CONFIRM.
6. Reboot the eve® server to complete the restore process.
The backup has been restored.

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Restore backup taken on a different eve® server

Besides creating a backup and restoring it on the same server, it is also possible to restore a backup taken on a dif-
ferent server. If different eve® versions are installed on both servers, note that not all eve® releases are compatible
with each other. Refer to "Compatibility of software releases" on page 9 for details.

To restore a backup taken on a different server, proceed as follows:

1. Go to the folder where the backup has been stored (typically C:\INFORS-HT).
2. Copy the folder "Backup" (consisting of the backup files) to C:\INFORS-HT on the eve® server where the
backup should be restored.
3. Reboot the eve® server.
4. Restore the backup as described in "Restore backup" on the previous page.

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8.3 License
The LICENSE section allows you the activation of packages (i.e. additional features), devices and the Software Main-
tenance option. Each package can be activated using a unique activation ID which either can be perpetual or sub-
scription. After a successful purchase of eve® or any additional package of eve®, you will receive an activation ID
for the corresponding license. Note that only users with the user level Manager or System Administrator are able to
activate a license (see "User Administration" on page 176).

To get access to the currently active licenses or to activate a new license, proceed as follows:

1. Go to SETTINGS > LICENSE.

The LICENSE screen appears.

Number Function Number Function


1 Type of license 4 Activation date of the license
Add new license (activation ID) to the
system (see "Activate License
2 5 Expiration date of the license
Online" on page 208 and "Activate
License Offline" on page 209)
3 Amount of days left

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8.3.1 Software Maintenance License


With an agile release cycle, we provide new software versions on a regular basis. The Software Maintenance
license gives you access to all upgrades, updates and bug fixes as well as to preventive maintenance support.

Software upgrades, updates and bug fixes

We release up to four major software upgrades per year that include new features and suggestions received from
our customers. With the Software Maintenance license you are entitled to the upgrades, updates and all bug fixes
that are released during the maintenance period. This allows you to keep the system up to date and benefit from
the newest features. Furthermore, the updates allow to ensure compatibility with the most current Windows ver-
sion.

The full compatibility of older eve® versions with Windows builds newer than the release date of the
respective eve® version cannot be guaranteed. As such the functionality of older eve® versions might
be impaired due to future Windows updates. Therefore, it is strongly recommended to have a valid
Software Maintenance license (naming before 2020 Q1 release: Software Support and Assurance) to
update the eve® installation to the most current version, before performing a Windows update.

Preventive maintenance

Your eve® server is analyzed from remote (e.g. Team Viewer), a precautionary clean-up is performed, and repair
recommendations will be documented. In case you need to transfer your data from an existing eve® installation to
a new eve® installation this can be performed as a part of the annual maintenance. If you want to benefit from this
annual service a 30-day notice in advance is mandatory.

Preventive maintenance requires the full access to the software. Therefore, the following pre-
requisites must be met so that preventive maintenance can be provided:
- The eve® server must be connected to the internet.
- Remote access to the eve® server must be possible.
- Team Viewer (or similiar tool) must be installed on the eve® server.

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8.3.2 Activate License Online


If you have access to the internet, you can activate your licenses online. Proceed as follows:

1. Go to SETTINGS > LICENSE.


2. Click ADD NEW LICENSE at the top of the screen.

The LICENSE ACTIVATION pop-up screen appears.

3. Enter the activation ID from the e-mail or pdf-file (copy and paste) into the Enter Activation Id field.

4. Click NEXT at the bottom of the pop-up screen.


The activation ID is validated automatically by the system.

5. Follow the procedure in the license activation pop-up screen.

After the logout the new features will be activated with the next login.

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8.3.3 Activate License Offline


If you do not have access to the internet, you can activate your licenses offline. Proceed as follows:

1. Go to SETTINGS > LICENSE.


2. Click ADD NEW LICENSE at the top of the screen.

The LICENSE ACTIVATION pop-up screen appears.

3. Enter the activation ID from the e-mail or pdf-file (copy and paste) into the Enter Activation Id field.

4. Click NEXT at the bottom of the pop-up screen.


The activation ID is validated automatically by the system.

5. Follow the procedure in the license activation pop-up screen.

6. Send the file that has been created to licensing@infors-ht.com.


As soon as you receive the validated file, you can continue with the offline activation process.

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7. Click ACTIVATION at the bottom of the LICENSE screen.


The PENDING LICENSE ACTIVATION pop-up screen appears.

8. Click either BROWSE COMPUTER and select the received file from the e-mail or drag and drop the received
file directly into the pop-up screen.
The selected file appears in the PENDING LICENSE ACTIVATION pop-up screen.

9. Click ACTIVATE at the bottom of the pop-up screen.


After the logout the new features will be activated with the next login.

8.4 About
The ABOUT menu displays the current version of eve® the bioprocess platform software and further contact inform-
ation of INFORS HT. eve® the bioprocess platform software is a member of the "swiss made software" product
family.

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9 Contact
Our Customer Service is at your disposal for technical advice and specialist enquiries. Furthermore, we are always
interested in new information and experiences resulting from user’s applications for the software that may be valu-
able for the continued development of our products.

Infors AG

Headoffice, Switzerland
Rittergasse 27
CH-4103 Bottmingen

T +41 (0)61 425 77 00

eveSupport@infors-ht.com

Contact details of our subsidiaries and local dealers worldwide can be found on our website.

Whenever you have to contact any service and support, please specify the software version. The soft-
ware version can be found in menu SETTINGS > ABOUT.

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GLOSSARY

10 Glossary

Actor
In contrast to sensor parameters, which only deliver measurement values, actor para-
meters control a particular component of the device (e.g. temperature, stirrer). Actor
parameters therefore can have a setpoint.

Actual value
Current value of a parameter, which is measured by a sensor and for control compared
with the setpoint of the corresponding actor parameter.

Alarm
Alarms are triggered when either a parameter value is out of range or a problem with a
device occurs (e.g. loss of connection). The alarm range is defined by upper and lower
alarm values which can be defined as fixed or dynamic.

Audit trail
Log containing every user action performed (e.g. create, start and stop batch, log-in,
log-out etc.). The audit trail allows to control and record all changes made in the soft-
ware.

Batch
An individual bioprocess configured in an experiment and assigned to a unit (e.g. biore-
actor vessel).

Batch strategy
A serie of defined phases intended to provide process control, including changing and
shifiting setpoints of process parameters, transition conditions and functions.

Cascade control
Hierarchically nested control loops, where the value of a parameter in the chain affects
the following parameter (e.g. automatic control of pO2 by adjusting the stirrer speed
and air supply).

Chart
Graphical visualisation of the batch that allows you to monitor and analyse a batch and
its parameters.

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Client
A computer of a eve user that is connected to the eve server.

Compound
Ingredient of a culture medium (e.g. NaCl, KOH etc.).

csv
Comma-separated-values. File format typically used to exchange or store data. .csv files
can be opened with Excel, for example.

Custom function
The behaviour of the parameters can be affected and controlled by various predefined
mathematical functions. Besides the predefined functions, you can create your own cus-
tom functions using CS script.

Device
The physically present piece of equipment. In eve® devices can be added and managed
in the EQUIPMENT section. A device can have one or more units. Example: A Bioreactor
(device) with 6 vessels (units).

Device parameter
Parameter present on the device (e.g. temperature, pO2 etc.).

Dynamic alarm
Alarm whose limit values are dynamically adapted to the setpoint (e.g. alarm is triggered
when the temperature is ± 2 °C above/below the setpoint).

Equipment
General term for all devices that are connected to eve® and are used for carrying out
bioprocesses. This includes shakers, bioreactors, external pumps, scales, etc.

Experiment
Container that contains one or more batches. Each batch (single batch) or a group of
batches (multiple batch) is automatically assigned to an experiment.

FDA 21 CFR Part 11


Code of Federal Regulations Title 21 Part 11. Contains regulations for electronic records
and electronic signatures. The objective is to ensure that electronic records are always

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GLOSSARY

accurate, reliable, complete, and cannot be altered without trace.

Fixed alarm
Alarm whose limit values are fixed defined values, regardless of the set setpoint (e.g.
alarm is triggered when temperature falls below 35 °C or rises above 39 °C).

Function
A function is an algorithm that can be either in a phase or a soft-sensor and that defines
its behaviour.

Input
Input variables (also called independent variables) are the inputs to functions and can be
any rational number.

IPv4 address
Unique address of an individual computer, mobile device or network-enabled equip-
ment to identify the device in a network. An IPv4 address consists of four blocks with
numbers from 0 to 255 (e.g. 192.168.1.1).

License
The software license determines which features of the software you are allowed to use.
You can choose between the Basic, Standard and Premium license. In addition there is a
Software Maintenance license available, which gives you access to new software ver-
sions including new features and bug fixes as well as preventive maintenance support.
New licenses can be activated in the software using an activation ID.

Localhost
Domain name with which a locally installed internet server can be accessed. In this par-
ticular case, the localhost is the computer on which eve is installed. To address eve on
the eve server, the IP 127.0.0.1 is used.

Module
A measurement or control element of an individual unit or a logical grouping of para-
meters. A module can have one or more parameters. Example: Feed (module) with the
parameters "Duration", "Total volume" and "Pump factor".

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GLOSSARY

NoSQL
Database systems that follow a non-relational approach. NoSQL databases do not
require a fixed schema, are more flexible and easy to scale. NoSQL databases are there-
fore particularly suitable for big data applications.

Offline parameter
Parameter whose value is delivered by a device that is not connected to the software.
The value is therefore entered manually by the user (e.g. when taking an offline
sample).

OPC
Standard that specifies the communication of real-time plant data between control
devices from different manufacturers ( e.g. the communication between a local con-
troller (PLC) and a SCADA package).

Output
Output variables (also called dependent variable) are the output of functions and can be
any rational number.

Parameter
Measurement and/or control circuit used for the bioprocess consisting of a sensor
and/or actor. Example: Temperature or Air flow.

Parameter type
The parameter type represents a device and can generate multiple parameters (e.g. exit
gas analyser which generates the parameters Exit O2 and Exit CO2).

Phase
A phase is a parameter dependent process condition and consists of functions (1 func-
tion per parameter, consecutive phases can have the same function for the same para-
meter).

Phase transition
Transition from one phase of the strategy to an other phase triggered by one or more
predefined conditions (e.g. time-dependent or parameter/signal-dependent).

User Guide eve® | version 2021 H2 215


GLOSSARY

Project
A project contains one or more experiments. Experiments can be grouped into a project
to structure and organise the batch data. When creating a new experiment, this can be
assigned to a project.

Quick start
A function which allows the user to start a batch quickly without any advanced con-
figuration.

Recipe
A user-defined configuration of a process involving elements such as device, organism,
culture medium, setpoints, phases and control strategies etc.

Refresh rate
Chart: Defines how often the system updates the data on the chart display. Device set-
tings: The minimal interval of time between two communication cycles with a specific
device.

Scripting method
Code block that can be added and managed in a dedicated library and called when writ-
ing the script for a soft-sensor or custom function.

Sensor
A sensor records and delivers information about physical parameters. A sensor para-
meter therefore cannot have a setpoint.

Server
Computer on which eve is installed and which the various clients access via the web
browser.

Setpoint
The target value of a parameter which the control system will aim to reach.

Soft-sensor
Computer program that calculates new information based on acquired batch data. It
uses data from parameters (inputs) in order to create information in the form of new
parameters (outputs). The signals are used for calculating additional actual process

216 User Guide eve® | version 2021 H2


GLOSSARY

information based on a specific algorithm. It is used for process monitoring, fault dia-
gnosis, as well as control applications.

Transition rule
Part of the strategy that operates as a trigger for the start of the next phase of the
strategy.

Unit
The part of a bioprocess device that can perform a bioprocess. In eve®, each batch has
to be assigned to one specific unit. A unit can have one or more modules. Example: Ves-
sel A of a bioreactor. A unit can also be a piece of equipment that can be bound to
another unit. Example: External balance.

User Guide eve® | version 2021 H2 217


INSTALLATION GUIDE

Appendix A Installation Guide

218 User Guide eve® | version 2021 H2


®
eve
the bioprocess platform software
Installation Guide

We bring life to your laboratory.


One single solution to
unify all your equipment
and data.

eve® – 2021 H2
Bioprocess software
Version 1.123

Further information about the Infors AG


product can be found online at: Headoffice, Switzerland
https://www.infors-ht.com/en/eve Rittergasse 27
CH-4103 Bottmingen

T +41 (0)61 425 77 00

info@infors-ht.com
eveSupport@infors-ht.com
TABLE OF CONTENTS

Table of Contents
1 About this Installation Guide 2

2 System Requirements 3

2.1 Server Hard- and Software 3

2.2 Server Operating System 4

2.3 Antivirus Software 4

2.4 Client Hard- and Software 5

3 Operating System Configuration 6

3.1 eve® Installer 6

3.2 Windows Settings 7

3.2.1 eve® Directory Access 7

3.2.2 Time Settings 7

3.2.3 Sleep and Hibernate Mode 7

3.2.4 Automatic Windows Updates 7

3.3 Network Settings 8

4 Procedures 9

4.1 First Installation 9

4.2 First Login 13

4.3 Licensing 13

4.4 Update Software 14

4.5 Uninstall Software 15

5 Troubleshooting 16

5.1 MFA Whitelisting 16

5.1.1 Basic Azure AD MFA 16

5.1.2 Conditional Access Policy 16

6 Contact 18

Installation Guide eve® | version 2021 H2 1


ABOUT THIS INSTALLATION GUIDE

1 About this Installation Guide


This installation guide provides information that must be considered when you install eve® for the first time or
when you install an update of eve®.

The following sections give an overview about the conventions used in this user guide.

Important or helpful notes

To highlight warnings, important information or application examples, they are presented as follows:

This symbol indicates a hazardous situation which could result in malfunction of the software and/or
data loss.

This symbol indicates further information about a function in the software.

This symbol indicates a simple application example for a function or setting in the software and indic-
ates an easy solution for a specific demand.

Text conventions

The following designations are used to indicate instructions, results and elements on the user interface:

Active (clickable) elements on the user interface of the software (e.g. buttons or tabs) are shown in bold
letters.
Passive (not clickable) elements on the user interface (e.g. menu titles) are shown in italic letters.
Actions to be carried out are indicated with a numbered list (1. 2. 3.).
Results of actions are indicated with an arrow ( ).

Images

All images showing the various menus, dialogue boxes and pages of eve® the bioprocess platform software reflect
the view of a user with the user role Manager with Premium software license. Please note that the images aid gen-
eral understanding. Due to potential changes in the software, these may differ from the actual graphical user inter-
face.

2 Installation Guide eve® | version 2021 H2


SYSTEM REQUIREMENTS

2 System Requirements

2.1 Server Hard- and Software


For a successful installation and operation of eve® the bioprocess platform software the following minimal require-
ments have to be met:

Hard drive: SSD or SAS. Please consider 400 MB to 1 GB per batch per week for data storage capacity. The
volume of the batch depends on the number of parameters and logging rate of the device.

Please note that a minimum of 20 GB free space on the hard drive is required for installation and
update. Also, make sure there is always at least 20 GB of free space available while eve® is running
and being used. Otherwise the correct functioning of the software will be impaired.

Monitor resolution: 1280 x 1024 (1920 x 1080 recommended)


Network: Gigabit Ethernet LAN adapter

Additional system requirements for up to 6 devices

Category Requirements

Processor Intel i5 (at least 6th gen.)

Memory 16 GB RAM

64-bit, Windows 10 Pro/Enterprise, Windows 11 Pro/Enterprise, Windows 2016


Operating system
Server, Windows 2019 Server

Additional system requirements for up to 20 devices

Category Requirements

Processor Intel i7 (at least 6th gen.), i9 or Xeon with at least 4 cores / 8 threads

Memory 16 GB RAM (32 GB recommended)

Operating system 64-bit, Windows 2016 Server, Windows 2019 Server

Additional system requirements for up to 80 devices

Category Requirements

Processor Intel Xeon (at least 8 cores / 16 threads) or equivalent

Memory 32 GB RAM (64 GB recommended)

Operating system 64-bit, Windows 2016 Server, Windows 2019 Server

For simultaneous multiuser acces (approx. > 6 users/devices) industrial, endurance approved hard-
ware components are mandatory.

Installation Guide eve® | version 2021 H2 3


SYSTEM REQUIREMENTS

Please note that eve® is designed as a server application. Therefore certain processes are deployed as
a service and will be started automatically. To provide high performance to the hosted databases
RAM of the server is reserved for eve® only.

2.2 Server Operating System


To install and run eve® the bioprocess platform software, one of the following operating systems (64-bit) has to be
installed:

Windows 10 Pro/Enterprise
Windows 11 Pro/Enterprise
Windows 2016 Server
Windows 2019 Server

The target machine must be updated with the latest available Windows updates before installation.

For simultaneous multiuser access (approx. > 6 users/devices) Windows Server is mandatory. Fur-
thermore, please avoid any additional applications that are using a lot of resources (CPU, memory,
I/O, Bandwidth etc.).

2.3 Antivirus Software


If you are using an antivirus software the possibility of interferance with eve® is given. It is the customers responsab-
ility to adjust the settings of the antivirus software in a way that there is no interferance with eve®. It is recom-
mended to switch off real time scanning of the antivirus software.

Please mark at least the following processes as trusted processes and exclude them from antivirus scanning:

Raven.Server.exe
elasticsearch-service-x64.exe
w3wp.exe
inetinfo.exe
Microsoft shared\Web Server Extension\12\Data\Applications\
Microsoft shared\Web Server Extension\12\Logs\

Additionally, exclude the following folder from antivirus scanning:

C:\INFORS-HT

4 Installation Guide eve® | version 2021 H2


SYSTEM REQUIREMENTS

2.4 Client Hard- and Software


Monitor resolution: 1280 x 1024 (1920 x 1080 recommended)

Please note that the software is not compatible with touch monitors.

Recommended web browser: Google Chrome

eve® is tested and approved with Google Chrome. Technically any other web browser can be used.
However, for best performance we recommend the use of Google Chrome.

Installation Guide eve® | version 2021 H2 5


OPERATING SYSTEM CONFIGURATION

3 Operating System Configuration


On first time installation of eve® the bioprocess platform software please ensure that all the system requirements
are met. Furthermore, on first time installation the computer must have access to the internet and must not have
any preinstalled version of ElasticSearch or RavenDB.

3.1 eve® Installer


The eve® installer enables several Windows features which are mandatory for a successful installation of eve®.
However, all the features are automatically installed by the installer and should not be installed manually.

Windows 10 x64 and Windows Server (OSVersion 6.2- and higher):


PowerShell
NetFx4Extend-ASPNET45
WAS-WindowsActivationService
WAS-ProcessModel
WAS-NetFxEnvironment
WAS-ConfugrationAPI
IIS-WebServerRole
IIS-ASPNET45
IIS-NetFxExtensibility45
IIS-ApplicationInit
IIS-WebSockets
IIS-WindowsAuthentication

The installer also installs the prerequisites necessary to install and run eve® if they are not available:

.NET 4.7.2
Java
Windows PowerShell
Internet Information Service (IIS)
RavenDB as Windows Service
ElasticSearch as Windows Service

After successful installation the following folder will be installed on the computer:

C:\INFORS-HT

6 Installation Guide eve® | version 2021 H2


OPERATING SYSTEM CONFIGURATION

3.2 Windows Settings


Beside the necessary Windows features mentioned above, several Windows settings should be considered to be
changed in order to ensure a secure operation with eve®. However, these configuration are only necessary for the
eve® server installation but not for the clients.

3.2.1 eve® Directory Access


The entire directory of eve® is located under C:\INFORS-HT. Any unathorised access to this directory should be pro-
hibited.

Any mishandling of this directory can cause unrestorable data damage/loss.

To prevent any mishandling of the directory where the eve® data is stored, Windows login author-
isation is recommended.

3.2.2 Time Settings


eve® the bioprocess platform software always uses the UTC time of the computer where eve® is installed. Thus,
changing the local time settings should be prohibited once the software is installed.

To lock any configuration on the local time settings of Windows, restriction of changing the time by
any user is recommended.

3.2.3 Sleep and Hibernate Mode


Some Windows editions and certain computer manufacturers often have an automatic sleep and/or hibernate
mode configured. If the computer enters a sleep or hibernate mode the communication to any equipment is inter-
rupted.

Please ensure that all power saving, sleep and hibernate settings (and screen saver) are turned off in
Windows.

3.2.4 Automatic Windows Updates


Automatic Windows updates can cause the server to restart automatically. This can lead to data gaps if batches are
running during a restart. To avoid any interference with the software and to prevent data gaps, automatic Win-
dows updates should therefore be switched off. It is strongly recommended to perform Windows updates manu-
ally as maintenance routine when eve® is not in use.

Installation Guide eve® | version 2021 H2 7


OPERATING SYSTEM CONFIGURATION

3.3 Network Settings


eve® the bioprocess platform software uses several ports. However, the only mandatory ports which have to be
open and must not be occupied by any other application are 80 and 8080.

Port 80 (HTTP)
Port 8080 (OPC communication to devices)

Note that if you are going to add third party devices, the used ports of the respective device have to be opened in
addition to the mandatory ports mentioned above.

8 Installation Guide eve® | version 2021 H2


PROCEDURES

4 Procedures

4.1 First Installation


Before installing the software, please note the following remarks:

The installer needs elevated UAC access with administration rights.


Since version 1.92.492 the INFORS HT Multiron driver is needed to add a Multitron to eve®. Multitrons
added in previous versions will still work without driver. The driver is available in the ZIP file and must be
installed on the eve® server.
The target machine must have access to internet on a first-time installation. The Installer enables some spe-
cial Windows Features and Roles (e.g. IIS) that are typically not preinstalled by Microsoft on non-server
machines.

In order to install eve® the bioprocess platform software, proceed as follows:

1. Click on the eve® Setup.exe file.

The Welcome to the InstallShield Wizard screen appears.

2. Click Next at the bottom of the welcome screen.

Installation Guide eve® | version 2021 H2 9


PROCEDURES

The License Agreement screen appears.

3. Tick the I accept the terms in the license agreement checkbox and click Next at the bottom of the License
Agreement screen.
A warning screen appears, notifying you that it is strongly recommended to perform a backup before
updating eve®.

4. Click Next at the bottom of the screen.


The Custom Setup screen appears.

10 Installation Guide eve® | version 2021 H2


PROCEDURES

5. Click Install at the bottom of the Custom Setup screen.


All the program features are being installed.

Installation Guide eve® | version 2021 H2 11


PROCEDURES

When the installation is finished, the InstallShieldWizard Completed screen appears.

6. Click Finish at the bottom of the InstallShield Wizard Completed screen.


eve® the bioprocess platform software has been installed successfully.

12 Installation Guide eve® | version 2021 H2


PROCEDURES

4.2 First Login


After a successful installation of eve® the software can be started as follows:

1. Click on the Launch eve icon on your desktop.

The default web browser of your operating system starts and the eve® login screen appears.

For the first login please use the default username:

Username: Administrator
Password: Administrator

2. Enter your username and the corresponding password.


3. Click LOGIN.
The DASHBOARD screen appears.

Administrators are only allowed to manage the equipment and user accounts. Full feature access is
exclusively activated for users with a role as a Manager or User.

4.3 Licensing
For activating the purchased packages of eve® the bioprocess platform software, please follow the instructions in
the eve® User Guide.

Installation Guide eve® | version 2021 H2 13


PROCEDURES

4.4 Update Software


Compatibility of software releases

With release 2020 Q2 the databases (RavenDB and Elasticsearch) have been upgraded. This must be considered
when updating the software or restoring backup data, as this means that not all eve® releases are compatible with
each other. Pay attention to the following:

It is not possible to update a release 2020 Q1 or older directly to a release newer than 2020 Q2 R1. In this
case, you first have to update eve® to 2020 Q2 R1 and then from 2020 Q2 R1 to the desired release newer
than 2020 Q2 R1.

After performing an update we strongly recommend to store a backup of the database. This is necessary, as
backups created with an older software version may no longer be usable after the software update.
Backup files created with version 1.73 or later can be restored in version 2020 Q1 or older. Backup files cre-
ated with version 2020 Q1 or older cannot be restored in version 2020 Q2 or later. Therefore, after updat-
ing to version 2020 Q2, it is strongly recommended to store a new backup file.

To
Backup and Restore Data
≤ 2020 Q1 ≥ 2020 Q2

From ≤ 2020 Q1 possible not possible

≥ 2020 Q2 not possible possible

Prerequisites and important notes

Before updating the software, please note the following remarks:

If you perform an update, make sure that version 1.79 or later is installed. If you have an earlier version,
please contact eveSupport@infors-ht.com.
Once you have started the installation of eve®, do not try to install an earlier version, even if you deinstalled
the current version or if the installation was unsuccessful.
If you perform an update from 1.85.408 or earlier, it is recommended to delete all devices on the equip-
ment page and to reinstall them after the update to activate equipment specific features.
Since version 1.92.492 the INFORS HT Multitron driver is needed to add a Multitron to eve®. Multitrons
added in previous versions will still work without driver. The driver is available in the ZIP file and must be
installed on the eve® server.
The eve® installation must have a valid Software Maintenance license (naming before 2020 Q1 release: Soft-
ware Support and Assurance). Otherwise the installation process will be canceled automatically.
Make sure there is no batch running during the update procedure.

14 Installation Guide eve® | version 2021 H2


PROCEDURES

Update procedure

To avoid data loss in case something goes wrong during the update procedure, we strongly recom-
mend to store a backup of the databases before starting the update procedure. To do so, go to
SETTINGS > GLOBAL and select BACKUP. For details refer to the eve® User Guide.

In order to update eve® the bioprocess platform software, proceed as follows:

1. Click on the newly received eve® Setup.exe file.

2. Follow the same instructions as for the first installation (see "First Installation" on page 9).

4.5 Uninstall Software


The generated user data, the user’s licenses and the logs are not removed. eve® can be installed
again or in a newer version and the user can continue to work without losing any data.

In order to uninstall eve® the bioprocess platform software, proceed as follows:

1. Click on the eve® Setup.exe file which was originally used for the first installation.
The Program Maintenance screen appears.

2. Click on Remove and continue with the process.

Installation Guide eve® | version 2021 H2 15


TROUBLESHOOTING

5 Troubleshooting

5.1 MFA Whitelisting


When using email servers with multi-factor authentication (MFA) functionality, the email alarm function of eve®
may not work correctly. This can be recognized by the fact that automatically generated emails from eve® do not
reach the recipient.

To enable eve® to be able to use email accounts that require MFA, we recommend white-listing the IP range. This
will allow authentications from eve® to bypass MFA while preserving normal MFA functionality for authentication
requests not originating from eve®.

The following description uses as example Microsoft Azure to explain how the MFA exceptions can be defined. The
procedure for other cloud platform providers (e.g. Google Cloud) works similarly.

Please note that the procedure described below is as of November 2021 and may become outdated.

Configuration

Microsoft Azure has two levels of MFA configuration. Depending on your environment, you may need to configure
one or both to properly enable MFA white listing.

5.1.1 Basic Azure AD MFA


1. Login to https://portal.azure.com.
2. Select Azure Active Directory from the navigation pane.
3. Select Users from the Azure AD navigation pane.
4. Click Multi-Factor Authentication in the row of buttons at the top of the users list. If you do not see it in
the row, click ...More and select from the drop down.
5. Click service settings under the multi-factor authentication title.
6. Add "x.x.x.x" to the Skip multi-factor authentication for requests from following range of IP address sub-
nets textbox.
7. Click Save.

5.1.2 Conditional Access Policy


For the instructions below, we will assume that you already have a policy created that requires MFA for the
accounts you would like to use. We will exclude those accounts from the your standard MFA policy and create a
policy specifically for those accounts.

1. Login to https://portal.azure.com.
2. Select Azure Active Directory from the navigation pane.
3. Select Conditional Access under the Security heading on the Azure AD navigation pane.

If you do not have any policies enabled for MFA, you do not have to make any changes and can stop
here. If you still want to create a new policy and don’t have any existing MFA policies, skip the
Exclude Accounts from MFA Policy step. 

16 Installation Guide eve® | version 2021 H2


TROUBLESHOOTING

Create Named Location


1. Select the Named locations menu item under the Manage heading.
2. Select New location.
3. Enter "Eve Subnet" in the Name textbox.
4. Enter "x.x.x.x" in the IP ranges textbox.
Note: If there are any trailing or leading spaces, the interface will display an error.
5. Click the Create button at the bottom.

Exclude Accounts from MFA policy


1. Select the policy that requires MFA from the conditional access policy list.
2. Select Users and groups.
3. Select the Exclude tab.
4. Ensure that the Users and groups checkbox is selected.
5. Click Select excluded users.
6. Add the accounts that you would like to use with eve® and click Select, Done, and then Save.

Create New Policy


1. Click the New policy button at the top of the conditional access policy list.
2. Enter a name for the policy.
3. Select the Users and Groups action.
4. Select the Select users and groups radio button, then select the Users and groups checkbox.
5. Click the Select action below the checkboxes.
6. Add the accounts that you would like to use with eve® and click Select and then Done.
7. Select the Cloud apps or actions action.
8. Select the All cloud apps radio button and click Done.
9. Click the Conditions action.
10. Click the Locations action.
11. Select Yes on the Configure toggle and then, on the Include tab, select Any location.
12. Select the Exclude tab.
13. Select the Selected Locations radio button and click the Select action.
14. Select eve from the locations list and then click the Select button at the bottom.
15. Click Done on the Locations blade.
16. Click Done on the Conditions blade.
17. Click the Grant action under the Access controls heading.
18. Select the Grant access radio button and check the Require multi-factor authentication and any other
controls that were on the standard policy that we excluded these accounts from.
19. Click the Select button at the bottom.
20. Toggle Enable Policy to On.
21. Click Create.

Validate Policy
1. Click the What If button at the top of the conditional access policy list.
2. Click User and select the account you want to test.
3. Enter "x.x.x.x" in the IP Addresses textbox.
4. Select x from the Country dropdown.
5. Click the What If button.
6. If any policies display in the Policies that will apply tab, click on them and validate that they do not require
MFA.
7. Change the IP Addresses value to "x.x.x.x".
8. Click the What If button.
9. You should see the policy you created in the previous section in the Policies that will apply tab.

Installation Guide eve® | version 2021 H2 17


CONTACT

6 Contact
Our Customer Service is at your disposal for technical advice and specialist enquiries. Furthermore, we are always
interested in new information and experiences resulting from user’s applications for the software that may be valu-
able for the continued development of our products.

Infors AG

Headoffice, Switzerland
Rittergasse 27
CH-4103 Bottmingen

T +41 (0)61 425 77 00

eveSupport@infors-ht.com

Contact details of our subsidiaries and local dealers worldwide can be found on our website.

Whenever you have to contact any service and support, please specify the software version. The soft-
ware version can be found in menu SETTINGS > ABOUT.

18 Installation Guide eve® | version 2021 H2


© Infors AG 2021. All rights reserved. eve® is a registered
trademark of Infors AG. More information about the product at
www.infors-ht.com/eve 

Infors AG
Rittergasse 27
CH-4013 Bottmingen
www.infors-ht.com
info@infors-ht.com

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