Syngistix Installation
Syngistix Installation
Installation Guide
Syngistix™ for AA Installation
Guide
Release History
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Table of Contents
Syngistix I nstallation
The Syngistix for AA software package is designed to control PerkinElmer's AAnalyst family and PinAAcle
family, as well as FIMS, of atomic absorption instruments and manage the data that they produce. The
main Syngistix software package, the Data Manager, the User Setup utility, ES Tools (ES version only) the
Syngistix Offline, and the Reconfigure utility are installed together. You must also ensure that Adobe®
Acrobat® viewer is installed, so that you can read documents in the Syngistix Document Pack. If Adobe
Acrobat is not installed on your computer, you can install it from the Utilities CD that is shipped with the
Syngistix software package.
Note: If you have an older system that uses IEEE-488, it is also necessary to install a driver for the IEEE-488
interface that the computer uses to communicate with the spectrometer and/or accessories.
This document provides instructions for installing Syngistix and Syngistix Enhanced Security (ES) on a
Windows 7 and Windows 10 operating system. For information regarding the software operation, refer
to the Syngistix On-Line Help.
2 . Syngistix™ for AA Installation Guide
Options:
1. No – Continues the install without importing the methods and results databases.
2. Yes –Then the install will copy the methods and results databases and files from
the old default directory to new default directory. If a database is not in default
directory it will not be moved.
Then the install will show the following message:
“Warning: Data Verification Signatures will be recalculated on all databases
imported from WinLab to Syngistix. Please run Check Signatures in WinLab Data
Manager before installing Syngistix. For more information see the install
instructions.”
“Winlab for AA version (7.0 or newer) will now be uninstalled. This will remove
all data in your shared folders. Please back up any data that has not been
migrated to Syngistix. Do you want to continue?”
After installation, as you run Syngistix and import databases from WinLab to Syngistix the
software will display a warning dialog that states:
Do you want to import this database from WinLab?
“Warning: Data Verification Signatures will be recalculated on all databases imported from
WinLab. Do you want to continue? For more information see the install instructions available
on the install CD.”
Options:
1. Make backup copy and continue (recommended) – Make a backup copy of the
data in the archive folder. Software will create a backup copy and put it in the
archive folder.
2. Continue without backup – Continue without a backup copy of the data.
3. Cancel
4 . Syngistix™ for AA Installation Guide
This needs to be done by the Local PerkinElmer Service Engineer. Please contact your local
PerkinElmer Field Service Engineer.
• Units file (.inix) - The user will have to recreate this file if using custom units or it has
previously been modified.
Syngistix™ for AA Installation Guide . 5
When upgrading from Syngistix 1.0 through 3.0 to Syngistix 4.0 please note the following:
• During an upgrade delete any icons or shortcuts that lead to the old UserSetup.exe as it has
been renamed. The name of this application will still display as UserSetup, however the path of
the file it points to is; AAUserAdministration.exe.
• All databases in Syngistix 4.0 ES are now hardcode password protected (EventLogAudit,
FileVersionAudit, MethodsHistory, Methods, Results).
• On Syngistix 4.0 ES, the MethodsArchiveMMDDYY.zip file contains the selected Methods along with
the FileChangeAudit (FileChangeLog/FCL) and MethodsHistory for those methods.
• Administrators Only: It is the responsibility of the customer’s IT Administrator/processes or
SOP’s to deny deletion of the directory:
“C:\ProgramData\PerkinElmer\SecuritySystem” especially the database “users.mdb”.
Upgrading Databases
• There is no support for going from WinLab to Syngistix 4.0 as there was significant database
changes. It is recommended to upgrade from WinLab to Syngistix 1.0 before installing Syngistix 4.0
or Syngistix 4.0 ES.
CheckSums - (Previously called Verify Signatures) must be verified on all pre-Syngistix 4.0 data and
methods before installing 4.0. Syngistix 4.0 will automatically upgrade all databases with new checksums
for the new system therefore overriding any bad checksums.
Syngistix™ for AA Installation Guide . 7
Note: Syngistix should be installed on a hard disk using the NTFS file structure. If your computer is not using
the NTFS file structure consult your Windows software guide or Help file for information regarding using
the convert program to change your file structure.
W indow s 7
1. Click the Start button then navigate to Control Panel > Clock, Language, and Region.
2. On the Region and Language dialog click on the Change the date, time, or number
format text.
Windows 7: Right-click anywhere on an open space of the Windows 7 desktop and select
Screen Resolution from the menu that appears.
Set the Resolution to the recommended resolution for your monitor.
Syngistix™ for AA Installation Guide . 11
12 . Syngistix™ for AA Installation Guide
Note: Install Syngistix or Syngistix Enhanced Security to the drive which was formatted as NTFS, as well as to
the drive and directories where the current version of AA Syngistix software is installed. Configure the
instrument according to instrument type and accessory type.
Configuring the Com puter and Spectrom eter for TCP / I P Operation
For users requiring a separate network connection (Local Area Connection 2), follow the complete
procedure for installing the Ethernet network adapter card.
Note: If the Ethernet network adapter card is not to be used, skip to steps 6 through 14 in the section
Configuring the Com puter and then continue with the remainder of the procedure.
I m portant: Ensure that the Ethernet cable from the primary Ethernet port located on the motherboard of the PC
is connected directly to the PinAAcle 900 Ethernet connection. This is the Local Area Connection. The
secondary adapter Local Area connection (Local Area Connection 2) should be used for the customer’s
network connection.
The PinAAcle 500 has an internal PC. For use with an external PC, disconnect the jumper Ethernet
cable and plug a separate Ethernet CAT5 cable to the bottom Ethernet port that goes to the
Instrument Control PCB Ethernet port.
1. Obtain the Ethernet network adapter card.
2. Power down the PC and plug the adapter card into an empty PCI/PCIe slot on the computer.
3. Connect the Ethernet cable with Internet access from the user’s LAN into the TP-Link Adapter.
4. Power on the PC.
Refer to the installation instructions that came with the TP-Link Adapter.
Where (x) is a number assigned by the system and can vary. The Ethernet for the TP-LINK card is
the Gigabit PCI Express Network Adapter. The on-board Ethernet Adapter that you configure
the static IP Address for in the Intel(R) Ethernet Connection.
3. There are two TCP/IP options, choose/highlight the one that says Internet Protocol Version 4
(TCP/IPv4) and click Properties.
Both the onboard Network Adapter port and the TP-LINK Gigabit PCI Express Card are identified
on the Dell Windows 10 PC as: Realtek PCIe GBE Family Controller #2. Ethernet 2 is the
onboard Network port, and Ethernet 3 is the TP-LINK Gigabit PCI Express Card. There is
Windows 10 support of the TP-LINK Gigabit PCI Express Card, so no need to download Windows
10 drivers for this card.
4. Verify the Obtain an IP address automatically radio button is selected unless the user
requires a certain IP address.
14 . Syngistix™ for AA Installation Guide
5. Click OK to close the Internet Protocol Version 4 window, and click Close to close the
Ethernet Properties window to get back to the Network Connections window.
6. From the Network Connections window, right-click on Local Area Connection for the on-
board Ethernet Connection is Intel(R) Ethernet Connection- and select Properties.
The name of the onboard Ethernet Port connection is: Realtek PCIe GBE Family Controller.
7. Highlight the Internet Protocol Version 4 (TCP/IPv4) option and click Properties.
8. Click the Use the following IP address radio button.
The firewall controls can be accessed by right-clicking on the Start button and select
Control Panel > System and Security.
12. Click the option on the left labelled Turn Windows Firewall on or off and make sure the
Windows Firewall for Home or Work (private) network location settings set to off as in the
picture below.
Note: If the instrument is to be connected to the customer network, then the firewall should be turned on. If
the firewall is turned on, then configure the Windows Firewall settings to add the AA program files
Syngistix -AA.ex e and AATucson.ex e as exceptions by clicking the Allow an app or feature
through W indow s firew all (shown on the left side of screen).
16 . Syngistix™ for AA Installation Guide
1. Click the Start button > Control Panel > Network and Sharing Center > Click change
adapter settings on the left side of the screen.
There will be 2 Local Area Connections present if the TP-Link adapter is installed.
2. Set the Local Area Connection Properties by right-clicking on the Local Area Connection (x) and
select Properties.
Where (x) is a number assigned by the system and can vary. The Local Area Connection for the TP-
LINK card is the Gigabit PCI Express Network Adapter. The on-board Ethernet Adapter that you
configure the static IP Address for in the Intel Ethernet Connection – 1217-LM.
3. There are two TCP/IP options, choose/highlight the one that says Internet Protocol Version 4
(TCP/IPv4) and click Properties.
4. Verify the Obtain an IP address automatically radio button is selected unless the user
requires a certain IP address.
Syngistix™ for AA Installation Guide . 17
5. Click OK to close each of the two windows to get back to the Network Connections window.
6. From the Network Connections window, right-click on Local Area Connection for the on-board
Ethernet Connection is Intel(R) Ethernet Connection- 1217-LM and select Properties.
7. Highlight the Internet Protocol Version 4 (TCP/IPv4) option and click Properties.
8. Click the Use the following IP address radio button.
12. Click the option on the left labeled Turn Windows Firewall on or off
13. Make sure the Windows Firewall for Home or Work (private) network location settings set
to off as in the picture below.
Note: If the instrument is to be connected to the customer network, then the firewall should be turned on. If
the firewall is turned on, then configure the Windows Firewall settings to add the AA program files
Syngistix -AA.ex e and as exceptions from the Allow a P rogram or Feature Through the Firew all
(shown on the left side of screen).
Installing the software on this system requires that you first install the GPIB board drivers, the GPIB
board, then the Syngistix software.
4. Leave the default Unzip to folder: which creates a National Instruments Directory on your C:
drive, then click Unzip.
A progress bar displays, and when done the following message appears.
Syngistix™ for AA Installation Guide . 21
5. Click OK, then the first screen of the driver install appears.
12. Click Shut Down if you are installing the GPIB board next.
Back of
computer
Note: If during the GPIB driver configuration, you find resource conflicts or communication problems, it is a
good idea to try another PCI/PCIe slot.
3. Screw the mounting bracket of the PCI/PCIe-GPIB board to the back-panel rail of the computer.
4. Check the installation.
5. Reassemble the cover of the PC.
6. Power up the PC.
Syngistix™ for AA Installation Guide . 23
2. Expand the My System > Devices and Interfaces folders to see the label NI PCle-GPIB “GPIB0”
3. Left-click once on NI PCle-GPIB “GPIB0” and the device properties should appear in the
window frame to the right.
4. Make sure the properties are set as shown in the screen below:
24 . Syngistix™ for AA Installation Guide
4. Leave the default Unzip to folder: which creates a National Instruments Directory on your C:
drive, then click Unzip.
A progress bar displays, and when done the following message appears.
5. Click OK, then the first screen of the driver install appears.
6. Click Install Software and follow the instructions on each install screen. Accept the defaults by
clicking Next to go to the next screen.
7. When the Product Notifications screen appears, you can uncheck this check box.
26 . Syngistix™ for AA Installation Guide
8. Continue clicking Next on each screen. When you come to the last screen click Finish.
9. Click Shut Down if you are installing the GPIB board next.
2. Insert the PCI-GPIB board into an unused 32-bit PCI slot (do not use shared PCI/ISA slot!),
with the GPIB connector sticking out of the opening on the back panel. A PCIe-GPIB board may
also be used in a PCI express slot.
It might be a tight fit, but do not force the board into place. Make sure that the GPIB plug fits.
Note: The Graphic Card PCI-e slot shown above should be avoided.
Do not use this blue
shared PCI/ISA slot.
Back of
computer
Note: If during the GPIB driver configuration, you find resource conflicts or communication problems, it is a
good idea to try another PCI/PCIe slot.
3. Screw the mounting bracket of the PCI/PCIe-GPIB board to the back-panel rail of the computer.
4. Check the installation.
5. Reassemble the cover of the PC.
6. Power up the PC.
2. Expand the My System >Devices and Interfaces folders to see a label GPIB0 (PCI-GPIB).
28 . Syngistix™ for AA Installation Guide
3. Left click once on GPIB0 (PCI-GPIB) and the device properties should appear in the window
frame to the right.
4. Make sure the properties are set as in the screen below:
2. Right-click on cmd.
3. When the letters cmd pop up under the program window, select Run as Administrator.
4. From the command prompt, type in “hdwwiz.exe” and press the Enter key.
5. When the Welcome to the Add Hardware Wizard screen launches, click Next.
30 . Syngistix™ for AA Installation Guide
6. Select the radio button next to Install the hardware that I manually select from a list
(Advanced) and click Next.
7. From the list of Common hardware types, scroll down and select Network Adapters and click
Next. Refer to screen below.
Syngistix™ for AA Installation Guide . 31
8. Under the Manufacturer pane on the left, select Microsoft and then select Microsoft Loopback
Adapter under the Network Adapter pane on the right.
9. Click Next twice to start the installation of the Microsoft KM-TEST Loopback Adapter as shown
below.
10. The screen below should appear if the installation was successful. Click Finish to complete the
installation.
11. Check that the Microsoft KM-TEST Loopback Adapter has installed by opening the Device
Manager and then expanding the Network Adapter folder.
32 . Syngistix™ for AA Installation Guide
NOTE: PCIe to High Speed Serial Port (COM1 & COM5) is the 2 Port PCI Express RS232 Serial Adapter Card
installed. If the Tower PC is placed on its side, the top port manually configured for COM1 corresponds
to the bottom port on the actual card installed. If the second port (COM5) is used instead, and manually
configured for COM1, then the top port on the card should be used. If the Tower PC is placed upright,
the port on the left side of the card corresponds to the first port in Device Manger manually configured
for COM1.
When manually changing the Com port from Com5 and you get a message that states that it is in use,
ignore the message and change it then reboot to accept the change.
Syngistix™ for AA Installation Guide . 33
4. Connect one end of the RS232 Serial Communication cable (P/N 09410063), to the SERIAL 1
port on the Instrument EBOX.
5. Connect the other end of the Serial RS232 cable to the serial port on the computer you are
configuring.
6. Click on Start button > click on Control Panel.
7. In the View by: Category drop-down menu in the upper right-hand corner, select Large
Icons.
8. Click on the Phone & Modem icon.
9. If an area code has not already been entered, enter the 3-digit area code in the Location
Information window. Select your country and area code as required and click Ok.
34 . Syngistix™ for AA Installation Guide
10. On the Phone and Modem window, select the Modems tab and select the Add button.
11. Click in the check box next to Don’t detect my modem and click Next.
The Install new Modem page appears.
Syngistix™ for AA Installation Guide . 35
12. Select (Standard Modem Types) in the left box (the default), and select Communications
cable between two computers (the first option) in the right box, then click Next.
The next screen of the Install new Modem page appears.
13. Select the Selected ports radio button, then select COM 1, then click Next.
14. When the final page of the Install new Modem appears click Finish.
15. On the Phone and Modem window select the Communications cable between two
computers item that was just added.
16. Click the Properties button (or right-click on Communications cable between two
computers and select Properties).
36 . Syngistix™ for AA Installation Guide
21. Click on Start button > Control Panel > Network and Sharing Center.
22. Click Change adapter settings on the left side of the screen.
23. In the Network Connections screen you should see a Local Area Connection for the Loopback
Adapter.
24. From the File menu select New Incoming Connection… to create a new Incoming
Connection.
38 . Syngistix™ for AA Installation Guide
If the File menu is not visible, click on the Organize pull down box and select Layout, then
Menu Bar.
The Allow connections to this computer screen appears, with the Who may connect to
this computer? page displayed.
Note: Press on ALT on the keyboard if the File menu option is not present on the toolbar.
25. Select all the User accounts shown above to allow the selected users access to this computer
and the Incoming Connection about to be created on this network, then click Next.
The How will people connect? page appears.
26. Click the check box next to Through a dial-up modem and the Communications cable
between two computers (COM1) selections, then click Next.
The Networking software allows this computer to accept connections from other
kinds of computers page appears.
Syngistix™ for AA Installation Guide . 39
27. Highlight Internet Protocol Version 4 (TCP/IPV4) and click the Properties button.
The Incoming IP Properties dialog appears.
28. Select the Specify IP Address radio button to enable the From and To address boxes. Type in
the From and To IP addresses shown above and click OK.
The Networking software allows this computer to accept connections from other
kinds of computers page appears.
29. Click the Allow access button to allow selected user access to the computer.
40 . Syngistix™ for AA Installation Guide
The Computer name of the local computer where user access was granted will be displayed in
the screen shown below.
32. Select the General tab and then click the Properties button in the dialog above.
The following dialog appears.
Syngistix™ for AA Installation Guide . 41
33. Verify the Port Speed is set to 57600 from the pull-down tab, and then click OK.
The Incoming Connections Properties dialog appears.
34. Select the Users tab shown above and make sure the Always allow directly connected
devices such as handheld computers to connect without providing a password option
is checked.
35. Click OK to save all Incoming Connection settings and close out any windows still open.
36. Close all open windows except the Network Connections window. There should be a
Incoming Connections Network Connection displayed in the screen below if successful setup is
achieved.
42 . Syngistix™ for AA Installation Guide
Note: You may need to refresh the Network Connections window to view the recently created Incoming
Connections network. Only when communication is established between the computer and the AAnalyst
200/400 will 1 client connected be displayed as shown below. Right mouse click and select Refresh to
view the I ncom ing Connections just created.
37. If Incoming Connections does not show “1 client connected” you need to reinstall it again
and reconfigure it. Refer to steps below to reinstall and reconfigure the Incoming Connections.
38. Delete the Incoming connection by right mouse clicking on the connection and selecting Delete
from the pop-up menu. See below.
To install the Document Pack information, insert the Syngistix for AA Document Pack CD into
your computer CD drive, then browse the contents of the CD via Windows Explorer.
Copy any file or directory that you wish to reference to your computer or computer desktop.
44 . Syngistix™ for AA Installation Guide
Note: Install Syngistix/Syngistix Enhanced Security to the drive which was formatted as NTFS, as well as to the
drive and directories where the current version AA Syngistix software is installed. Configure the
instrument according to instrument type and accessory type.
1. Use the Windows Explorer (or Windows 10 File Explorer) to view the Syngistix disk contents and
double-click on the file setup.exe located in the root directory of the CD.
The Syngistix Login dialog appears.
This initial dialog is where you create a system administrator account to initially set up Syngistix
for AA so that it communicates with the Global Security Component (GSC). This administrator
User name and Password will be used for not only Syngistix for AA but any software that uses
the GSC on this computer. Examples of a typical User Name can be admin, administrator, etc.
I m portant: Keep a record of this administrator User Nam e and Password. It CANNOT be recovered.
2. Type a User name and Password then click OK.
The InstallShield Wizard starts.
Syngistix™ for AA Installation Guide . 45
4. Click Yes to accept the terms of the license agreement; the Setup Type dialog appears.
5. Select your Setup Type (Instrument Control or Simulator) and click Next.
The above example shows Instrument Control was selected.
6. Select your instrument series then click Next.
8. Select Yes or No if your instrument has a Camera unit then click Next.
10. Select the type of interface between the computer and FIAS then click Next.
Syngistix™ for AA Installation Guide . 47
12. Select the communication port to use for the serial interface to the autosampler then click Next.
15. Select the interface between the computer and the diluter then click Next.
16. Select Yes or No if your instrument has an MHS-10 or MHS-15 unit then click Next.
Syngistix™ for AA Installation Guide . 49
17. Select the paper size you will use then click Next.
18. Select the language pack you will use then click Next.
19. Review the settings. If you want to review them click Back if they are OK then click Next.
50 . Syngistix™ for AA Installation Guide
When it is done copying the program files the Radian Remote Services Terms & Conditions
dialog appears.
21. After reading the Terms & Conditions, if you agree, click I Agree.
The following dialog appears to install Radian Remote Services.
22. Select your instrument model and enter its Serial Number then click Install.
Syngistix™ for AA Installation Guide . 51
Windows 7: From the Windows Start button menu select All Programs > PerkinElmer
Syngistix for AA > User Setup.
If a single user will only operate the instrument, or if you have no desire to control the actions of various
users, then when you install the software you must be logged into Windows as a user with administrative
privileges (administrator and lab manager permissions). This will frequently be as the user Administrator.
As long as you always log into the operating system with the same user name that you used to install
Syngistix or Syngistix Enhanced Security, the software will perform fine without following the procedures
below.
However, if you want to differentiate among users and control the privileges of some, then it is necessary
to set up a user account for each user with a Windows password or PerkinElmer users password and then
follow the steps outlined in this guide.
If the PerkinElmer Login Type is selected (starting on page 60), the security features in the Syngistix
User Setup utility are used to provide password support and to prevent certain users from making
changes to critical files.
If the Windows Login Type is selected, the security features of Microsoft® Windows are used to
provide password support and to prevent certain users from making changes to critical files.
1. In Windows 10 right-click on the Start button then navigate to the Control Panel.
3. In the directory tree on the left of the dialog drill down select System Tools > Local Users
and Groups > Users.
4. Click on Action menu and select Users > More Actions > New User.
5. Fill in the New User dialog completely with the User Name, Full Name, Description, Password,
and password options. For example, create UserA by entering the User Name, Full Name and
description as follows:
Syngistix™ for AA Installation Guide . 55
Enter UserA for the user name, UserAdmin for the User’s full name and Syngistix High
Access User for the description in this example.
Note: All windows users must have a password, or they will not be able to access Syngistix.
6. It is suggested that a User must change password at next logon is selected as the password
option. This will allow the User's password to be unknown to anyone other than that User.
You do not need to enter a password for this orientation although the Administrator should be
made aware that a temporary password should be used which will be changed by the user during
the next logon. P lease note that the passw ord options should be determ ined by the
standard operating procedures of the laboratory .
It is also important to provide the full name of each user. The Enhanced Security software uses
the full name to identify the user in all of its logging features
7. Select Create to finish creating the New User.
8. Repeat for each user you wish to use and when finished click Close.
9. Click Close when finished creating the Users.
10. Log out of Administrator
11. Log back in for each user just created in step 1. (This action will actually create Windows user
account folders.)
In Windows 7 click on the Start button > Control Panel, double-click Administrative
Tools > Computer Management.
The Computer Management dialog appears.
2. In the directory tree on the left of the dialog select System Tools > Local Users and Groups
> and click on Users.
The list of users is displayed.
56 . Syngistix™ for AA Installation Guide
3. Right-click on the user name you want to add to Syngistix (in this example we will use Guest)
and select Properties from the pop-up menu.
The Guest Properties dialog appears.
The following Select Groups dialog appears containing the PKIUsers group.
Note: If you are prompted for an administrator password or confirmation, type the password or provide
confirmation.
2. In the Navigation pane, double-click Account Policies, and then click Password Policy.
3. Double-click the item in the Policy list that you want to change.
Syngistix™ for AA Installation Guide . 59
4. Specify password and account lockout options according to your laboratory operating procedures.
60 . Syngistix™ for AA Installation Guide
The Windows login allows users logging into the Security Component to be authenticated using their
Windows ID and password. This saves the user from having to remember a different ID and password
for the Security Component.
1. Windows 10: From the Windows Start button menu navigate to PerkinElmer Syngistix
for AA > User Setup.
Windows 7: From the Windows Start button menu select All Programs > PerkinElmer
Syngistix for AA > User Setup.
The Syngistix Login dialog box appears.
2. Type in the User name (This is the admin name you set when you installed Syngistix. This user
must have OS administrator privileges.) and corresponding admin Password, then click OK.
The User Setup window appears depending on your version. The difference between the ES
and Non-ES version is the ES version has an Electronic Signature setting.
Syngistix™ for AA Installation Guide . 61
ES Version
Non-ES Version
3. Click Users & Groups then click the Password Control tab.
4. Click the Login Type dropdown, select Windows Login, then click OK.
The following Load Windows Users dialog appears.
62 . Syngistix™ for AA Installation Guide
5. Click OK.
The Choose Administrator message appears.
Note: There are two types of users who can use Syngistix and they are differentiated based upon how they are
authenticated by the operating system. A user can be authenticated by being a user on the local
computer, or they can be authenticated by being a domain user.
Windows 7: From the Windows Start button menu select All Programs > PerkinElmer
Syngistix for AA > User Setup.
The Syngistix Login dialog box appears.
Syngistix™ for AA Installation Guide . 63
2. Type in your User name (the user must have administrator privileges) and Password, then
click OK.
The User Setup window appears.
This window contains the following sections, which allow you to manage various parts of the system:
• Users & Groups
• Data Folders
• Electronic Signature (Syngistix ES version only)
• Email Setup
• Notifications
• Settings
Note: If a local user has been deleted from the User Accounts list in Windows, after being used in Syngistix,
then User Setup will not remove the user from the User Setup User List. The list of users that appear on
this tab contain all users on the local PC (or Domain that are in the PKI user group.
64 . Syngistix™ for AA Installation Guide
Note: If using the Windows Login, User Setup obtains a list of users from the Operating System by User ID. If a user
ID has been renamed via the Operating System it is equivalent to deleting an existing user and creating a new
one.
Users Tab
When the software is installed, a user with administrator privileges and a group called Administrators is
already created for you. You can log in as the administrator (using the user ID specified during
installation) to create other users. You can add other users to the Administrators group so that they can
also manage your security settings.
The Users tab page is used to identify those individuals who will be able to use Syngistix by allowing you
to associate users with groups. There are two types of users who can use Syngistix and they are
differentiated based upon how they are authenticated by the operating system. A user can be
authenticated by being a user on the local computer, or they can be authenticated by being a domain user.
Note: The Adm inistrators group is set up to allow for administrative tasks only and does not grant any
specific permissions for working with the software.
To apply the changes you make and continue working in this dialog box, click Apply. To apply changes
and close the dialog box, click OK.
Note: Under both PerkinElmer login and Windows login, the administrator controls user accessible functions.
• Each user is assigned to a user group before they have access to use the AA software.
• If using Windows login, the list of users are populated from the Windows user group “PKI Users” as
described in the section “Setting up New Windows User Accounts” on page 53.
• If using PKI login, the administrator is able to create/add new users as described below.
To add a user
When a new person needs to use the software, you must create a user name for them. After you create
a user name, you must assign the user to a group and assign at least one project folder.
1. On the Users tab, click New. The New User dialog box appears.
Syngistix™ for AA Installation Guide . 65
2. Enter a User name, Full name, and Password for the user. Re-enter the password in the
Confirm Password field. You can specify the minimum length of passwords when you manage
password settings in the Password Control tab.
3. Specify whether the user is Enabled or Disabled . You disable a user if you do not want them to
use the software (for example, if they leave your laboratory).
Note: The Enhanced Security software requires all new users to change their passwords when they first log in.
As a result, the User must change password at next login check box is selected and unavailable.
4. When you are finished, click OK. The new user is created and appears in the Name drop-down
list.
5. When you have added new users and you click OK in the Users, Groups, Password Control and
Summary dialog box, a message box appears reminding you that you must assign the user to a
group before they can use the software.
To edit a user
If you need to change settings for an existing user, such as a password, you can edit a user's profile.
1. On the Users tab, select a user from the Name drop-down list, and then click Edit. The Edit User
dialog box appears.
2. If desired, change the Full name or Password (and re-enter the password in the Confirm
Password field), and specify whether or not the User must change password at next login.
Note: You cannot change the User name. You can specify the minimum length of passwords when you manage
password settings in the Password Control tab.
3. You can choose to enable or disable the user by clicking Enabled or Disabled. You might disable a
user if they will no longer be using the Syngistix software. For instance, you might want to keep
track of user IDs for former employees. If you enable a previously disabled user, you must
change that person's password.
Note: You cannot disable all users in the Administrator group; there must always be at least one enabled
Administrator.
4. When you are finished, click OK.
To delete a user
When a particular user ID is no longer required, you can delete it. Note that a deleted user ID cannot be
used again for a new user.
1. On the Users tab, select a user from the Name drop-down list, and then click Delete.
2. When prompted to confirm the deletion, click Yes.
The user is removed from the Name drop-down list.
To assign users to groups
After you have created a user, you must assign that user to one or more groups so that their permissions
are defined. For more information about groups, see Groups tab.
1. In the User section select a user name in Name dropdown list.
2. In the Group membership section select a group from the list of Available groups for user
and Add it to the list a User is a member of.
The groups appear in the User is a member of list.
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3. To remove a user from a group, click it in the User is a member of list, and then click
Remove. The group disappears from the list.
Note: You cannot delete all users from the Administrator group; there must always be at least one active
Administrator.
Groups Tab
In the Syngistix software, groups are categories to which users belong that give them certain
permissions. You can add, edit, and delete groups according to your policies. After creating a user, you
assign the user to one or more groups. When the Syngistix software is installed, an Administrators group
is automatically created — it cannot be modified or deleted, it does not appear on the Groups tab, and
should only be given to software administrators.
The Groups tab allows you to associate permissions to a specific group name.
• Administrator group permissions are locked.
• Administrator group permissions are only associated with the administrators’ group.
• To have administrator rights a user is required to be added to the administrator group.
The Groups tab displays in the Group section a Name drop-down list of groups that are set up
on your computer.
• There are six pre-setup groups.
• You can add New groups or Delete an existing group.
• Selecting a group name from the Name drop-down list displays a list of Permissions
associated with the group selected.
• Click the check box to select the permissions you want to set and click Apply.
Syngistix™ for AA Installation Guide . 67
To add a group
When you need to assign a particular set of permissions to a set of users, you can add a group.
1. In the User Setup dialog box, double-click Users & Groups. The Users, Groups, Password
Control, Login History, Audit Trail and Summary dialog box appears.
2. Select the Group tab and click New. The New Group dialog box appears.
3. Enter a Group name for the group, and then click OK. The new group appears and is selected
in the Name drop-down list.
To edit a group
You change the properties of a group in the Permissions section of the Groups tab. Members of that
group will be able to perform the actions that you specify.
1. On the Groups tab, select a group from the Name drop-down list.
The Members of this group are able to box displays the permissions associated with that
group in a tree structure.
2. In the Members of the group are able to box, set permissions for the group as follows:
• Select the check boxes of the permissions you want to assign to members of this group.
• To remove a permission from a group's capabilities, clear the corresponding check box.
• To select all of the permissions within a group/branch, click the check box beside the
parent of that group/branch.
• To expand a branch, click the plus sign icon. To collapse it, click the minus sign icon.
Note: The number that appears in square brackets after each permission is how that permission is referenced
in the audit trail. If the permission is referenced in the Audit Trail tab, it is this number that appears, not
a text description of the permission. To determine which permission is being referenced in the Audit Trail,
you must look at this list.
Note: If you delete a group that a particular user only has access to, that user cannot use the Enhanced
Security software until you assign that user another group. Ensure that any affected users belong to a
group.
1. On the Groups tab, select a group from the Name drop-down list, and then click Delete.
2. You are prompted to confirm the deletion. If the group you are trying to delete has users
assigned to it, the confirmation dialog box informs you of this. To confirm deletion, click Yes.
The group disappears from the Name drop-down list.
68 . Syngistix™ for AA Installation Guide
In the Syngistix software, if your corporate security policies require it, you can specify how users manage
their passwords for PerkinElmer Login Type users. Windows Login Type users use the Windows settings
set up by their IT administrator and information in the Password Control tab will be blank except for the
message:
“Password controls for Windows are set by the Windows Administrator. Logins for
the Login Type will require a Windows userid and password.”
• Minimum password length: Specify the minimum number of characters in the password.
Users shall be restricted to the the default minimum of 6 characters. The default maximum is
16 characters.
• Password uniqueness: Specify the number of past passwords to remember so that the
user cannot repeat recently used passwords.
• Account Lockout button: Click this button to display the Account Lockout dialog box
where you can specify the number of failed logon attempts allowed before a user is locked
out of the system. Also, you can specify the Lockout duration by setting whether the lockout
is permanent or limited to the specified number of minutes.
Lockout: The number of failed login attempts allowed before a user account is locked
out.
The administrator receives an email/text notification (if set up) when a user reaches the
maximum number of failed login attempts.
Lockout Duration: The time for which a user remains locked out.
Note: Never select a P erm anent Lockout duration for an administrator, as there is a risk that the
administrator will be locked out of the software indefinitely. You may choose this option for a user if
desired.
4. To apply the changes and continue working in this dialog box, click Apply. To apply changes and
close the dialog box, click OK.
Note: The settings on this tab apply to all users. You cannot define different password control settings for
different users.
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Print button: This button prints the displayed information to the selected default printer.
Export button: This button exports this summary to a comma-separated or raw text file.
The location of the Event Log data is located in either All or Select user Base path locations of the
Reports data folder located in the Data Folders section of User Setup.
Data Folders
On the Data Folders tab page, you specify where Syngistix data types are stored. In the ES software,
data folders are locations where users store all files used in a specific Syngistix session. They are initially
displayed in the default Data sub-folder of the AA folder location. You can set a new Base path then click
the Set base path button to store your data at a different location then the default. You could always
return to the default location settings by clicking the Defaults button.
Note: Data folders are editable only by the Adm inistrator account or users in the Adm inistrators group.
72 . Syngistix™ for AA Installation Guide
To select Users
You can select All Users to have access to the Data Folders or Select user (then select a user from the
drop-down list) to have access to the Data Folders.
When you have identified where you want data folders to be stored, you can specify their locations for
each user by clicking on the folder browse icon selecting the appropriate folder for each user.
2. For example, in the Base path line, click the browse button to open the Browse for
Folder dialog box.
Syngistix™ for AA Installation Guide . 73
Note: If you delete a default folder, the software will add that default folder back automatically when you reset
the base path; however, user data that was located in the deleted folder will remain deleted.
74 . Syngistix™ for AA Installation Guide
Managing electronic signatures at signature points is handled through the Electronic Signatures dialog.
Update All will set the Signature and Prompt for comments Signature Points requirements for all
names the same. Clicking “Apply” will only set the Signature and Prompt for comments box
selection for the Name selected only. Update All is a global update, whereas Apply is
singular.
To apply the change and continue working in this dialog box, click Apply. To apply changes and close
the dialog box, click OK.
Syngistix™ for AA Installation Guide . 75
Em ail Setup
To access Email Setup from the User Setup window, click Email Setup.
Note: When adding an Email/Text address in this User Setup application, the main Syngistix application reads it as
a new Email so you will need to re-select it under Notifications. Always make sure to try a test Email first.
Notifications
In the Syngistix software, Event Notifications are individually or multi-selectable by each user to notify
a person or persons by email or text message. Some examples that trigger events can be; the maximum
number of failed login attempts reached, or when the password is reset.
Select each Event and select/de-select the available Email or Text addresses from the Email/Text selections
and click OK to update. These selected addresses should get an Email/Text notification for any user Login
failure and/or Password reset instance.
Settings
The Administrator can set the lockout time from 1 to 999 minutes. The Application lockout box needs to
be checked to enable lockout. Each Syngistix application monitors the specified idle time, and all
applications will lock when the specified idle time has been reached by inactivity on the entire Syngistix
application by mouse or keyboard. After lockout, authentication of sign in credentials is required.
After a lockout:
• PerkinElmer login dialog displays automatically.
• The original user remains logged-in.
• If the maximum number of unsuccessful login tries is reached, the admin notification email is
triggered.
• Upon successful authentication, access will be regained for all applications.
INconX:
If you have the INconX application, the Administrator controls access to this function by checking the box
Enable InconX.