Installation-Update For Phoresis Core-PostgreSQL PDF

Phoresis Core / PostgreSQL - Installation or Update
Release 8.63 (and next)

Release 9.00 (and next)
1. PREAMBLE .......................................................................................................................................................... 2
2. MINIMUM PC REQUIREMENTS .......................................................................................................................... 3
3. INSTALLATION OF PHORESIS AND POSTGRESQL ............................................................................................... 4
4. INSTALLATION / UPDATE OF PHORESIS ONLY ................................................................................................. 10
5. PHORESIS SET UP ............................................................................................................................................. 13
5.1 – LANGUAGE ................................................................................................................................................. 13
5.2 – INSTRUMENT SET UP ................................................................................................................................. 13
5.3 – COMMUNICATION WITH THE INSTRUMENT ............................................................................................. 15
5.4 – COMMUNICATION WITH THE DATABASE .................................................................................................. 16
6. INSTALLATION / UPDATE OF POSTGRESQL ONLY ............................................................................................ 17
6.1 – BRAND NEW INSTALLATION OF POSTGRESQL ........................................................................................... 18
6.2 – UPDATE OF POSTGRESQL........................................................................................................................... 21
7. UNINSTALL PHORESIS OR A PATCH .................................................................................................................. 23
8. UNINSTALL POSTGRESQL ................................................................................................................................. 24
Appendix1 : Database Migration Tool ..................................................................................................................... 25

Appendix2 : Backup of the installation database .................................................................................................... 26
Appendix3 : Backup of the Phoresis files ................................................................................................................. 27
Revision Date : May 18th, 2017 Page 1/27

1. PREAMBLE
Since the release 8.61, the software release is common to several SEBIA instruments :
Capillarys2 Flex Piercing and Capillarys2, MiniCap Flex Piercing and MiniCap, GelScan (reading module
compatible only with Windows XP) and GelScan S (compatible with Windows XP and with Windows 7).
The PostgreSQL database is intended to be shared by several PC through the network.

Therefore, in case of several PC connected, the network administrator or the IT service people must
firstly insure the correct network connection between those PCs : administrator rights, restrictions, or
even create a L.A.N if necessary.
Important :
Always carefully verify that the Phoresis release is matching with the unit(s) prior any installation.
GLOSSARY
 Phoresis : software in charge to drive the instrument
(Minicap, Minicap FP, Capillarys2, Capillarys FP, GelScan / GelScan S reading module)
 PostgreSQL : open source object database system. It’s the structure (the format) of the database.
PostgreSQL is in charge of the database : save the records, update the worklist, make the automatic backup
of the records, for one (or more) instrument(s).
PostgreSQL is always installed on the Server_PC.
 PgAdminIII : interface administration tool of the PostgreSQL database (backup, maintenance, restore).
 PostgreSQL_ODBC : driver between programs and the PostgreSQL database.
 Multi_instruments configuration : several PC(s).

2 PC (or more) are managing 2 instruments (or more). As usual, there is one PC per instrument.
One PC is managing the database (this PC could also handle an instrument).
 Single_PC : only one PC. Phoresis and PostgreSQL are installed.

PC connected to an instrument and same PC managing also the PostgreSQL database.
PC connected to the L.I.S (if LIS is used).
 Client_PC : only Phoresis is installed. This PC does no manage the database.

PC connected to the Server_PC through the network. PC not connected to the L.I.S.
PC managing an instrument. Or PC running Phoresis offline for results validation.
 Server_PC : PostgreSQL is installed. PC not connected to an instrument (except if Single_PC).

PC connected to the others Client_PC (in case of Multi_instruments configuration) using a network
communication speed of 1 Gbits/sec (not less).
PC connected to the L.I.S (if L.I.S is used).

2. MINIMUM PC REQUIREMENTS
 Windows 7 Pro (32 bits or 64 bits).

Phoresis has not been validated for Windows® Vista, Windows® 8 or Windows® 10
 Powerful PC with a fast processor : 2 ,93 GHz (i.e Intel® Core I5 or next)
 Fast hard drive (minimum 7500 rpm) or SSD (Solid State Drive)
 RAM : 4 Gb.
 1 COM port RS232C
Do not use a USB to Serial adapter for the connection between Instrument and PC.
Note : if the L.I.S connection is using a RS232C link then an additional COM port is necessary on the PC.
(for the L.I.S connection, adapters might works fine).
 Monitor 17”
(4/3 format still recommended instead of a wide model, to respect the good proportions of the curves)
Recommendations for Multi_instruments configuration :

 Dedicated Server_PC with a fast/powerful processor (i.e Intel® Core I5 or next)
 RAID disks for the backup.
 Fast network link between Server_PC and Client_PC (s) : 1Gb/sec.
We strongly recommend to use only dedicated PCs : programs installed are related only to the correct
functioning of the instrument.
(L.I.S or middleware software, for example, is not installed on the instrument PC).
The set up of each PC used must follow the indications from the Technical Notes TN-2014-001.
TN-2014-001 Windows 7 setup for Phoresis installation
Important :
 Always use the Administrator session of Windows to install, update or uninstall a software.
 Disable the firewall and the antivirus during the installation.
 Set up the Antivirus as “no action” for the following folders : Phoresis , PostgreSQL and PostgreSQL_ODBC
(antivirus password could be required)
The folder Phoresis is located into C:\Program Files

The folder PostgreSQL is located into the C:\
The PostgreSQL_ODBC driver is located into C:\Program Files (folder “psqlODBC”)
 Antivirus must be set up as “no action” for the following communication ports : 5432 and 4532
Port 5432 : communication port of PostgreSQL
Port 4532 : local communication port of the Capillarys 3.

3. INSTALLATION OF PHORESIS AND POSTGRESQL
Launch the “Install Phoresis.exe” program (version 8.63 and next)
Same dialogue window as the former software revisions :
Click on Next
New dialogue window since the version 6.51 & 8.50 with 3 options :
- Install or upgrade Phoresis only : when it’s a Client_PC
- Install PostgreSQL only : when it’s a Server_PC
- Install or upgrade Phoresis and PostgreSQL : when it’s a Single_PC
Click on Next
 For a brand new installation of a Single_PC : select the option 3
Note : today, using the Phoresis

release 8.63, the version 8.3 of
PostgreSQL is installed.
If PostgreSQL database server has never been installed (automatic detection is made), select :
Yes, it’s not installed, perform a full installation and click on Next
If PostgreSQLdatabase server has been installed (for another software), select No, it’s already installed : perform
an upgrade and click on Next
Important
If PostgreSQL was already installed and the full installation is selected then, the previous database is totally
overwritten : previous results and data are lost !

Dialogue window to confirm the full installation of PostgreSQL or go back to the previous screen :
Click on Next
Dialogue window to agree the installation of PostgreSQLon the PC (installation without license) :
Click on Next
Dialogue window to confirm the PostgreSQL password by retyping the same :
 default password
46448630Sebia!
(since the Rel. 8.60)
 or enter a new one
Important :
if the password is lost for
any reason, there is no way
to recover it !
Note :
When a PC is connected to a domain, the passwords must meet the complexity requirements of this domain.
Specially about the password specifications : have a minimum length of N characters, it must contain characters
from three of the following four categories :
Uppercase and lowercase English characters : “A” through “Z”, and “a” through “z”
Base 10 digits (0 through 9) - Non alphanumeric characters (~!@#$%^&*_-+=`|\(){}[]:;”’<>,.?/
The new default password 46448630Sebia! is meeting those basic requirements.
if the password is lost for any reason, there is no way to recover it!
(this password being required to setup the Client_PC (s))
Click on Next

Dialogue window to create a program’s shortcut into the Start Menu folder :
Click on Next
Dialogue window to set up the purpose of the Server :

- In case of a Single_PC (alone PC),
please select : No
- In case of a PC not working alone

(so connected to Client_PC (s)),
please select : Yes
This is a possible in case of

Multi_instruments configuration
Click on Next
Dialogue window to set up the PostgreSQL_ODBC driver :
Select Yes (full installation of the ODBC driver), and click on Next
Dialogue window to set up the automatic backup of the database :
This backup is made on the Server_PC

as a background task of Windows.
Important :

Preferably make the backup using an external hard drive. If using a folder on the network as destination path,
then it’s necessary to set up manually the automatic task of Windows (experienced IT users).
Note :
The backup files (“Total_MM_DD_YYYY.backup”) are automatically created, at desired schedule and into the
indicated folder if the Server_PC is turned ON (no need to launch Phoresis for the backup).
Select Yes, and Click on Next
Dialogue boxes for the destination folder of the backup files, the schedule (day and hour), and the number of
working days saved :
Note : the Server_PC must be turned ON

at the backup moment (day and hour).
Preferably the instruments are not

running samples at this moment.
Set up the number of working days to be

created as backup file(s).
Dialogue box to set up the destination location of the installation of Phoresis :
Note : at least 5.7 MB of free disk space

is required for a correct installation of
Phoresis software.
Dialogue boxes to set up the shortcuts and the icons :

Click on Next
Click on Next
Dialogue window to launch the installation of Phoresis and PostgreSQL:
 Click on Install
Once the installation is done, the following dialogue box appears :

Start Migration wizard : See Appendix1
Select this option is necessary if the previous Phoresis release was running an Access database :
- MiniCap and MiniCap Flex Piercing instruments : Releases 7.4X and next
- Capillarys2 instruments : Rel 6.12
If not, then untick this option, click on Finish, and finally restart the computer.
Once the PC will has been restarted, launch Phoresis software by clicking on the Phoresis shortcut icon on the
desktop. When launching the release for the very first time, additional files are extracted.
This process can take few minutes
Click on OK
For more details about the set up of Phoresis, please refer to the section 5 : PHORESIS SET UP
Important :
As soon as the installation is done, and once the set up of Phoresis is finished, make a copy of the 2 folders :
“C:\PostgreSQL” and “C:\Program Files\Phoresis”
The copied folders could be saved into a folder “Installation – Backup”

4. INSTALLATION / UPDATE OF PHORESIS ONLY
This situation concerns a Single_PC or a Client_PC .
If the PC was previously running Phoresis releases (6.12, or 7.4X), then please refer to the section 3 (Installation
of Phoresis and PostgreSQL, on page 3).
Because in this case, it’s necessary to update Phoresis software and also install PostgreSQL.
The previous database will be updated from Access to SQL using the Migration Database Tool.
See Appendix1.
If the PC was previously running an SQL release (6.50, 8.50, 8.60 - or next), then PostgreSQL is already installed.
Only Phoresis will be updated. The HbA1c calibrations data are maintained. No need to re-run the calibrators.
Prior any update, launch Phoresis OFFLINE, and print the customized parameters.
Then, make a backup of Phoresis software by copying the folder “Phoresis” (located into C:\Program
Files\Phoresis) to another destination : network, or external drive.
It’s recommended to rename the copy in order to indicate the release and the date of this backup.
Note: when making a software update, you will have to use the initial PostgreSQL password.
The one which was defined during the very first installation.
Launch the “Install Phoresis.exe” program (version 8.63… or next)

Click on Next
For a software update

of Phoresis only :
select the option 1
Click on Next

The ODBC driver is detected into the folder C:\Program Files\psqlODBC

Select Yes (perform an upgrade of the ODBC driver).
Important : if selecting No (full installation), the previous driver is deleted and a new one is created.
Click on Next
Dialogue box to set up the destination location of the installation of Phoresis :
Note : at least 5.7 MB of free disk space is required for a correct installation of Phoresis .
The Phoresis folder is detected

(into C:\Program Files\Phoresis),
so it’s necessary to confirm that this
folder will be updated.
Dialogue boxes to set up the shortcuts and the icons :

Click on Install
Once the installation is finished, restart the computer.
Launch Phoresis software by clicking on the Phoresis shortcut icon on the desktop. When launching the
updated release for the very first time, additional files are extracted. This process can take few minutes
Note : if updating Phoresis with a Patch (only a Patch), then the Step3 will be displayed with red color.
It’s normal.
Final step : using Phoresis software, request to update the database :

5. PHORESIS SET UP
 First of all, modify the language. And only then, modify the instrument type.
5.1 – LANGUAGE
Launch Phoresis offline, using the service password 46448630.

The default set up is for the instrument Capillarys2 Flex Piercing, using the technic Protein(e) 6. It’s normal.
Reach the program configuration in order to select the desired language :
The line “Keep calibration data” must always be ticked.

If not, the HbA1c calibration is lost (!).
Confirm with “Oui”.
Finally, restart Phoresis .
5.2 – INSTRUMENT SET UP
Launch Phoresis using the service password 46448630, click on the double arrow icon (<< ) to select
the instrument connected to the PC : Capillarys 2 Flex Piercing (selected by default), or Capillarys 2,
or MiniCap, or MiniCap Flex Piercing.
The modification is applied after restarting Phoresis .

Note : if Phoresis is running for reading gels (GelScan, or scanner instruments) then :
- select one of the instruments when launching Phoresis
- reach the Program configuration and select the tab Instrument
- For Instrument param. select the empty space. For Scanner, select the desired model
- Finally close Phoresis and restart it.

5.3 – COMMUNICATION WITH THE INSTRUMENT
Important
if using a Windows 7 PC, then make sure that the set up of Windows is matching with the
TN-2014-001 Windows 7 setup for Phoresis installation
It’s possible to modify the COM port used for the communication between PC and instrument.
Reach C:\Program Files\Phoresis\Capillarys.
For Capillarys2 or Capillarys2 FP : open the text file Capillarys_2.ini
For MiniCap or MiniCap FP : open the text file Capillarys_3.ini
Reach the index [RS_232], modify the ComPort number and save the modification.

5.4 – COMMUNICATION WITH THE DATABASE
New setting window (from : Files \ Program configuration \ Database/Network)

Important : always respect the spelling and the uppercase (capital letter) and lowercase
 Type  Unicode
 Database name  Total
 User Name  postgres
 User Password  the one entered

previously during the installation
Default password is 46448630Sebia!
since the release 8.60.
 Server Port  5432

(by default with PostgreSQL)
 Server Name/IP : destination PC where the PostgreSQL database is installed.
- Multi_instruments configuration : name of the Server_PC on the network or IP address of the Server_PC
Important : IP address is used only if the IP of the Server_PC will never change.
If DHCP server is used then enter the name of the Server_PC (name as seen on the network).
- Single_PC configuration : enter localhost
 Button “Test connection” is used to verify the correct communication between Phoresis and PostgreSQL.
GOOD COMMUNICATION BAD COMMUNICATION

6. INSTALLATION / UPDATE OF POSTGRESQL ONLY
This situation concerns a Server_PC , and / or a Single_PC .
PostgreSQL is not installed on a Client_PC
Today, using the release 8.63, the version 8.3 of PostgreSQL is installed.
Launch the “Install Phoresis.exe” program (version 8.63 and next)
Click on Next
For an installation or an update of PostgreSQL only : select the option 2
Click on Next

6.1 – BRAND NEW INSTALLATION OF POSTGRESQL
Important
If PostgreSQL was already installed and the full installation is selected then, the previous database is totally
overwritten : previous results and data are lost.
Confirm the brand new installation of PostgreSQL
Click on Next
Click on Next
Click on Next
 default password
46448630Sebia!
(since the Rel. 8.60)
Important
if the password is lost for
any reason, there is no way
to recover it !

Note :
When a PC is connected to a domain, the passwords must meet the complexity requirements of this domain.
Specially about the password specifications : have a minimum length of N characters, it must contain characters
from three of the following four categories :
Uppercase and lowercase English characters : “A” through “Z”, and “a” through “z”
Base 10 digits (0 through 9) - Non alphanumeric characters (~!@#$%^&*_-+=`|\(){}[]:;”’<>,.?/
The new default password 46448630Sebia! is meeting those basic requirements.
Click on Next
Dialogue window to set up the purpose of the Server :

- In case of a Single_PC (alone PC),
please select : No
- In case of a Server_PC
(so connected to Client_PC (s)),
please select : Yes
It will be the case for a

Multi_instruments configuration
Click on Next

Select Yes (full installation). If there was a driver already installed, it’s deleted and a new one is created.
Note : if selecting No, the ODBC driver is upgraded (if there was a previous one, it’s not deleted).
Click on Next

Dialogue window to set up the automatic backup of the database :
This backup is made on the Server_PC as a background task of Windows.
Important :
Preferably make the backup using an external hard drive. If using a folder on the network as destination path,
then it’s necessary to set up the automatic task of Windows (experienced IT users).
Note :
The backup files (“Total_MM_DD_YYYY.backup”) are automatically created, at desired scheduled day and into
the indicated folder if the Server_PC is turned ON (no need to start up Phoresis for the backup).
Select Yes, and Click on Next
Dialogue boxes for the destination folder of the backup files, the schedule (day and hour), and the number of
working days saved :
1 2
The Server_PC must be turned ON at the

backup moment (day and hour).
Preferably the instruments are not running

samples at this moment.
3
4
Once the installation is done, restart the PC.

Finally, make a copy of the folder C:\PostgreSQL . The copy could be saved into a folder “Installation – Backup”

6.2 – UPDATE OF POSTGRESQL
 As usual, prior any update, make a backup of the database. Please refer to the Appendix2
In case of an update, firstly Stop the service PostgreSQL :
Confirm the update of PostgreSQL :
Click on Next
Click on Next

 default password is 46448630Sebia!
Note : a PC connected to a domain

must use passwords which meet the
requirements of this domain.
Important
if the password is lost for any reason,
there is no way to recover it !
Click on Next

Note :
- if selecting Yes, the ODBC driver is upgraded (if there was a previous one, it’s not deleted).
- if selecting No, the ODBC driver is installed (if there was a previous one, it’s deleted and a new one is created).
Select Yes, and click on Next
Confirm the update by clicking Install :
Once the update is done, restart the PC.

7. UNINSTALL PHORESIS OR A PATCH
 Prior deleting Phoresis , it’s mandatory to make a backup of the Phoresis files.
Refer to the Appendix3.
Launch the executable file, located into C:\Program Files\Phoresis
Confirm the uninstalling :
Once it’s finished the following message will appear :
If uninstalling Phoresis software If uninstalling only a patch
Finally delete manually the folder Phoresis Important

(into C:\Program Files), as long as another patch is not installed,
and then restart the PC. it’s not possible to restart Phoresis software
 file “Phoresis.exe” being deleted

8. UNINSTALL POSTGRESQL
 Prior deleting PostgreSQL, it’s mandatory to make a backup of the database.

Refer to the Appendix2. : it’s the exact same procedure but, here, the database contains results.
Once the backup has been made, stop the PostgreSQL service :
Using the Control Panel of Windows, delete the program PostgreSQL and the drivers PostgreSQL_ODBC .
Using Windows Explorer, delete the folders :

- PostgreSQL (located into C:\)
- psqlODBC (located into C:\Program Files\psqlODBC).
Finally restart the PC.

Appendix1 : Database Migration Tool
Dialogue window to launch the automatic database migration program when updating a system previously
running an Access database, tick the box Start migration wizard. Finally click on Finish.
Indicate the path to the file Total.mdb (located into C:\Program Files\Phoresis).
(former Access database containing all the samples data)
Warning: this database migration can take 1 hour or even more depending of the PC performances and
the size of the former Access database.
Note that this automatic database migration from an Access

database to PostgreSQL can be done later one by selecting
successively from Windows  Start\All
programs\Phoresis\Database migration Tool

Appendix2 : Backup of the installation database
Note : in case of a brand new installation, before running samples, perform a backup, using PgAdminIII .
This empty backup of the database contains the structure of the database : all the internals tables used by
Phoresis . This empty backup will be use in case of a complete re installation of PostgreSQL.
From the "Start" icon of Windows, go to "All Programs", "PostgreSQL 8.3" and start "pgAdmin III".
On the PgAdminIII software, double click on the server on the left.
When asked for the password, enter the one entered during the installation.
Develop the directory tree of PostgreSQL Database Server 8.3 (sign “+” on the left). On the line Database (2), the
database Total will be visible (it’s automatically created during installation).
Make a right-click on the line Total, and select the option “Backup…”.
Indicate the destination

path of the backup file.
It’s recommended to enter a name easy

to remember : “EmptyDatabase”, or
“DatabaseStructure” for instance.
Finally confirm with OK.
Process returned exit code 0 :

the backup is successfully done
Process returned exit code 1 :

the backup is not successfully done.
In this case, take a closer look the index “Messages”
(nearby the button “Help”)

Appendix3 : Backup of the Phoresis files
Files are located into C:\Program Files\Phoresis

- Daily.mdb : containing data about normal ranges, comments, HbA1c controls and calibrators
- Total.mdb : used during the advanced backup of Phoresis
- config.mdb : containing data about the set up of the controls
- Phoresys.ini : set up file of Phoresis (display of the curves for instance)
- fractionsRefs.xml : set up of the fraction names
- folder HOST : software used for the communication between Phoresis and the L.I.S
- folder Reports : containing all the report layout models.
- folder QC : containing the Levey Jennings graphics (statistics).
File located into C:\Program Files\Phoresis\Capillarys

- Modified Parameters.ini : backup file of the customized parameters (mechanical calibrations)
 Those files can be (re)used only if the exact same release of Phoresis is (re)installed.
……………………………..

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Phoresis Core / PostgreSQL - Installation or Update

Release 8.63 (and next)

Appendix1 : Database Migration Tool ..................................................................................................................... 25

Revision Date : May 18th, 2017 Page 1/27

The PostgreSQL database is intended to be shared by several PC through the network.

 PostgreSQL_ODBC : driver between programs and the PostgreSQL database.

 Multi_instruments configuration : several PC(s).

 Single_PC : only one PC. Phoresis and PostgreSQL are installed.

 Client_PC : only Phoresis is installed. This PC does no manage the database.

 Server_PC : PostgreSQL is installed. PC not connected to an instrument (except if Single_PC).

Revision Date : May 18th, 2017 Page 2/27

 Windows 7 Pro (32 bits or 64 bits).

Recommendations for Multi_instruments configuration :

The folder Phoresis is located into C:\Program Files

Revision Date : May 18th, 2017 Page 3/27

Launch the “Install Phoresis.exe” program (version 8.63 and next)

Same dialogue window as the former software revisions :

Note : today, using the Phoresis

Revision Date : May 18th, 2017 Page 4/27

Dialogue window to confirm the PostgreSQL password by retyping the same :

 or enter a new one

The new default password 46448630Sebia! is meeting those basic requirements.

Revision Date : May 18th, 2017 Page 5/27

Dialogue window to set up the purpose of the Server :

- In case of a PC not working alone

This is a possible in case of

Dialogue window to set up the PostgreSQL_ODBC driver :

Dialogue window to set up the automatic backup of the database :

This backup is made on the Server_PC

Revision Date : May 18th, 2017 Page 6/27

Select Yes, and Click on Next

Note : the Server_PC must be turned ON

Preferably the instruments are not

Set up the number of working days to be

Dialogue box to set up the destination location of the installation of Phoresis :

Note : at least 5.7 MB of free disk space

Dialogue boxes to set up the shortcuts and the icons :

Revision Date : May 18th, 2017 Page 7/27

Dialogue window to launch the installation of Phoresis and PostgreSQL:

Once the installation is done, the following dialogue box appears :

Revision Date : May 18th, 2017 Page 8/27

Revision Date : May 18th, 2017 Page 9/27

Launch the “Install Phoresis.exe” program (version 8.63… or next)

For a software update

Revision Date : May 18th, 2017 Page 10/27

The ODBC driver is detected into the folder C:\Program Files\psqlODBC

Dialogue box to set up the destination location of the installation of Phoresis :

The Phoresis folder is detected

Dialogue boxes to set up the shortcuts and the icons :

Revision Date : May 18th, 2017 Page 11/27

Once the installation is finished, restart the computer.

Final step : using Phoresis software, request to update the database :

Revision Date : May 18th, 2017 Page 12/27

Launch Phoresis offline, using the service password 46448630.

The line “Keep calibration data” must always be ticked.

Confirm with “Oui”.

Finally, restart Phoresis .

5.2 – INSTRUMENT SET UP

The modification is applied after restarting Phoresis .

Revision Date : May 18th, 2017 Page 13/27

- Finally close Phoresis and restart it.

Revision Date : May 18th, 2017 Page 14/27

For Capillarys2 or Capillarys2 FP : open the text file Capillarys_2.ini