Applied Biosystems QuantStudio 3 Operating instructions

QuantStudio™3 and 5 Real-Time PCR
Systems
Publication Number MAN0010405 Revision C.0
■Site preparation overview .............................................. 2
■Site preparation checklist ............................................... 3
■Customer responsibilities ............................................... 4
■Site requirements ...................................................... 5
■Instrument-to-computer connections .................................... 10
■Safety requirements .................................................. 12
■Receive and inspect the shipment ....................................... 13
■Move the instrument packages to the installation site ..................... 13
■Materials for installation and operation ................................. 14
■Download and install the desktop software .............................. 15
■Register to access the Thermo Fisher Cloud .............................. 16
■Documentation and support ........................................... 17
This guide contains the information needed to prepare your site for installation of the
QuantStudio™ 3 or 5 Real-Time PCR System.
SITE PREPARATION GUIDE
For Research Use Only. Not for use in diagnostic procedures.

Site preparation overview
Customers have the option to install the instrument themselves or purchase
installation service from the eld services team.
Note: Optional installation by a Thermo Fisher Scientic service representative
includes some basic operator training and a review of data during installation. If you
opt for a service representative to install the instrument, contact Thermo Fisher
Scientic to schedule the installation.
IMPORTANT! Thermo Fisher Scientic does not install, service, or repair instruments
in areas designated BioSafety Level 3 (BSL-3) or BioSafety Level 4 (BSL-4).
Before installing the instrument:
1. Review this guide.
2. Receive and inspect the shipment (page 13).
3. Ensure that the purchase order is complete.
4. Move the packaged instrument to the installation site (page 13).
5. Complete the site preparation checklist (page 3).
This task is required for a service representative to complete the installation.
After the instrument is unpacked, installation and verication take approximately
1 hour. For additional information, see the user documents that are provided with the
instrument.
Installation time
Site preparation overview
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Site preparation checklist
Complete all items in the following checklist before you install the instrument.
IMPORTANT! For installation by a Thermo Fisher Scientic service representative,
complete, date, and initial the following checklist before the scheduled installation
date. If the site preparation checklist is not complete when the service representative
arrives, the scheduled installation may be postponed.
3Date Initials Site preparation requirement See page
Customer responsibilities have been reviewed.
4
Personnel have been assigned tasks and responsibilities.
The installation site is identified and meets the following requirements:
Space and clearance 5
Environmental 7
Electrical 8
Instrument-to-computer connections 10
Safety 12
The instrument was received and inspected as follows: 13
All shipping list items are the items ordered at the time of purchase.
Any damage to shipping containers was reported to the shipping
company that delivered the instrument.
Any damage or mishandling was recorded on the shipping documents.
All reagents and plates are unpacked and stored as specified.
The installation site is cleared and ready for the instrument installation.
13
The packaged instrument and other shipping containers are moved to the
installation site.
All materials for installation and operation are available. 14
Register at thermofisher.com/cloud to access free analysis software and
10 GB of Thermo Fisher Cloud storage. 16
The
QuantStudio
™
3 and 5 Real-Time PCR Systems IT Checklist
(Pub. No. MAN0013738) has been completed and returned. —
Site preparation checklist
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3

Customer responsibilities
Personnel Responsibilities
Site preparation/
installation
coordinator
• Receives and inspects the instrument.
• Unpacks and stores the reagents and plates as specified.
• Reviews the site preparation guide for safety information and the instrument requirements.
• Coordinates personnel and tasks.
• Chooses the installation site.
• Reviews checklists with applicable personnel, then the service representative[1], to verify
that the site is properly prepared.
• Schedules the installation and informs personnel of the installation day.
• Ensures that the site is clear of unnecessary material on the installation day.
• Is available during installation to assist the service representative.[1]
Laboratory safety
representative
• Reviews the site preparation guide for safety information.
• Ensures that the required safety practices and equipment are in place.
• Is available at all times while the service representative is at the customer's facility.[1]
Laboratory
personnel/
primary users
• Reviews safety information.
• Ensures that all customer-provided materials for installation are present at the site.
• Ensures that primary users (responsible for training other users) are available during
installation, so that they can be trained on the instrument.[1]
Facilities
personnel
• Ensures that the installation requirements are met for:
– Space at the installation site
– Building clearances
– Humidity and temperature
– Waste collection
– Electrical supply
– Computer (optional)
– Safety and installation materials
• If possible, moves the instrument packages to the site before the installation date.
• Is available during installation to assist service representative and laboratory personnel.[1]
• Ensures that at least two people are available to help the service representative move and
position the instrument.[1]
Network or
IT specialist
(if the instrument
will be connected
to a network)
• Ensures that active, tested local area network (LAN) connections are in place.
• Ensures that network hardware is compatible with an RJ45-type connector.
• If necessary, supplies additional cables.
• Is available during installation to connect the instrument to the network.[1]
• If applicable, provides and installs a network or dedicated printer.
• Ensures that the QuantStudio
™
3 and 5 Real-Time PCR Systems IT Checklist
(Pub. No. MAN0013738) has been completed and returned.
[1] Required for service representative installation of the instrument.
Customer responsibilities
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Site requirements
Note: All measurements are rounded to the nearest whole- or half-unit.
Components (packaged)
WARNING! PHYSICAL INJURY HAZARD. The packages are heavy. Do not
aempt to lift or move the packages without professional assistance. Any
incorrect lifting or moving of the packages can cause serious injury.
Ensure the building clearances allow for the passage of the instrument packaging.
Package Height Length (depth) Width Weight
Instrument (on pallet) 63 cm (25 in.) 69 cm (27 in.) 42 cm (16.5 in.) 35 kg (77 lb)
Computer (laptop)[1] 22 cm (9 in.) 42 cm (16.5 in.) 59 cm (23 in.) 7 kg (15 lbs)
Computer (minitower)[1] 36 cm (14 in.) 47 cm (18.5 in.) 54 cm (21 in.) 14.5 kg (32 lb)
Monitor (with stand)[1] 18 cm (7 in.) 46 cm (18 in.) 41 cm (16 in.) 7 kg (15 lbs)
[1] Acomputer (laptop or minitower), monitor, and keyboard are optional equipment.
Components (unpacked)
Ensure that the installation site bench space can accommodate the dimensions and
support the weights of the purchased conguration.
Component Height Length (depth) Width Weight
Instrument 40 cm (16 in.) 50 cm (20 in.) 27 cm (10.5 in.) 26 kg (57 lbs)
Computer (laptop)[1] 4 cm (1.5 in.) 25 cm (10 in.) 38 cm (15 in.) 2.5 kg (5 lbs)
Computer (minitower)[1] 36 cm (14 in.) 42 cm (16.5 in.) 17.5 cm (7 in.) 9.5 kg (21 lbs)
Monitor (with stand)[1] 37 cm (15 in.) 18 cm (7 in.) 41 cm (16 in.) 5 kg (11 lbs)
Keyboard[1] 3 cm (1.5 in.) 14 cm (5.5 in.) 45 cm (18 in.) 1 kg (2.5 lbs)
[1] Acomputer (laptop or minitower), monitor, and keyboard are optional equipment.
During instrument installation and maintenance, it is necessary to access the back of
the instrument. If the back of the instrument faces a wall, ensure that there is sucient
clearance on the bench to rotate the instrument for access.
IMPORTANT! For safety, the power outlet for the instrument must be accessible.
Component Top Front Sides Back
Instrument 30 cm (12 in.) 30 cm (12 in.) 15 cm (6 in.) 15 cm (6 in.)
Computer[1] — 15 cm (6 in.) — 15 cm (6 in.)
[1] Co-locating the computer with the instrument is optional.
Dimensions and
weights
Instrument
clearances
Site requirements
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1
7
66
5
4
2
3
Figure 1 Instrument back panel
1USB ports
2WiFi USB port—Connect USB wireless
adapter for wireless network access
(ordered separately)
3Ethernet Port—RJ45 port for
100/1,000 Mbps Ethernet communication
with the instrument
4RS232 Port—For service use only
5Fuse Cover
6Power Switch
7Power Port—100 to 240 VAC
3
1 1
2
4
Figure 2 Instrument‑to‑computer connections (minitower configuration)
1Detachable power supply cord compatible with local power supply receptacle.
2Connection between the computer and the instrument.
3Connection between the computer and the monitor, keyboard, and mouse.
4Connection between the computer and the
(optional) handheld barcode scanner.
Instrument and
computer
connections
Site requirements
6
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Table 1 Environmental requirements
Condition Acceptable range
Installation site Indoor use only
Electromagnetic
interference
Do not use this device in close proximity to sources of strong
electromagnetic radiation (for example, unshielded intentional
RF sources). Strong electromagnetic radiation may interfere
with the proper operation of the device.
Altitude Between sea level and 2000 m (6500 ft.) above sea level
Operating conditions • Humidity: 15–80% relative humidity (noncondensing)
• Temperature: 15 to 30°C (59 to 86°F)
Note: For optimal performance, avoid rapid or extreme
fluctuations in room temperature.
Storage and transport
conditions
• Humidity: 20–80% relative humidity (noncondensing)
• Temperature: –30 to 60°C (–22 to 140°F)
Thermal output During operation, the net thermal output, based on the actual
current draw of the instrument, is expected to be
approximately 960 W (3275 Btu/h).
Vibration Ensure that the instrument is not adjacent to strong vibration
sources, such as a centrifuge, pump, or compressor. Excessive
vibration will affect instrument performance.
Pollution degree The instrument has a Pollution Degree rating of II. The
instrument may only be installed in an environment that has
nonconductive pollutants such as dust particles or wood chips.
Typical environments with a Pollution Degree II rating are
laboratories and sales and commercial areas.
The noise output of the instrument is £60 dB when running.
Other conditions Ensure the instrument is located away from any vents that
could expel particulate material onto the instrument
components.
Avoid placing the instrument and computer adjacent to
heaters, cooling ducts, or in direct sunlight.
Environmental
requirements
Site requirements
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WARNING! For safety, the power outlet used for powering the instrument
must be accessible at all times. See “Instrument clearances“ on page 5 for
information about the space needed between the wall and the instrument. In
case of emergency, you must be able to immediately disconnect the main power
supply to all the equipment. Allow adequate space between the wall and the
equipment so that the power cords can be disconnected in case of emergency.
• Electric receptacle with grounding capability
•Maximum power dissipation: ~960 W (not including computer and monitor)
• Mains AC line voltage tolerances must be up to ±10 percent of nominal voltage
Device Rated voltage Circuit
required
Rated
frequency
Rated
power
Instrument 100–240 ±10% VAC[1] 10 A 50/60 Hz 960 W
Computer (laptop) 100–240 ±10% VAC 10 A 50/60 Hz 90 VA
Computer (desktop)
100–240 ±10% VAC 10 A 50/60 Hz
125 VA
Monitor 65 VA
[1] If the supplied power fluctuates beyond the rated voltage, a power line regulator may be required. High or low
voltages can adversely affect the electronic components of the instrument.
Electrical
requirements
Site requirements
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We recommend the use of electrical protective devices to protect the system in
environments with large voltage and power uctuations.
Recommended devices
Power line regulator
• 1.5-kVA power line regulator
• Use in areas where the supplied power fluctuates in excess of ±10% of the normal voltage.
• Power fluctuations can adversely affect the function of the instrument and computer.
Note: A power line regulator monitors the input current and adjusts the power supplied to the instrument or
computer. It does not protect against a power surge or failure.
Surge protector
• 10-kVA surge protector (line conditioner)
• Use in areas with frequent electrical storms or near devices that are electrically noisy, such as refrigerators, air
conditioners, or centrifuges.
• Short-duration, high-voltage power fluctuations can abruptly terminate the function of, and thereby damage the
components of, the computer and the instrument.
Note: A dedicated line and ground between the instrument, computer, and the building’s main electrical service can
also prevent problems caused by power fluctuations.
Uninterruptible power supply (UPS)
• 1.5-kVA uninterruptible power supply (UPS)
• Use in areas prone to power failure.
• Power failures and other events that abruptly terminate the function of the instrument and computer can
corrupt data and possibly damage the system.
WARNING! PHYSICAL INJURY HAZARD. Do not attempt to lift the UPS unit without assistance of at least
two people. Improper lifting can cause painful and permanent back injury. Refer to the UPS manufacturer
user guide for more information.
IMPORTANT! A UPS provides power for a limited time. It is meant to delay the effects of a power outage, not to
serve as a replacement power source. In the event of a power loss, power off the instrument and computer unless
you expect to regain power within the battery life of the UPS.
Electrical
protective devices
Site requirements
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Instrument-to-computer connections
We support the following direct, networked (LAN– local area network), or Cloud
congurations. Congurations other than those listed are not recommended. Select a
conguration that meets the needs of your laboratory's instrument, software, and
workow requirements.
IMPORTANT! Do not connect both an Ethernet cable and the Wi-Fi module
(Cat. No. A26774) to the instrument. Conguring the instrument for both wired and
wireless connection can interfere with instrument operation.
Note: For detailed information about networking your instrument, see the
QuantStudio™ 3 and 5 Real-Time PCR Systems IT Checklist (Pub. No. MAN0013738).
Direct configuration option
• A computer provided by Thermo Fisher Scientific with the QuantStudio™Design and Analysis desktop Software
• Computer‑to‑instrument connection:
– Direct, wired connection between the computer and the instrument
using an Ethernet cable
IMPORTANT! A direct instrument‑to‑computer connection
cannot be combined
with the LAN or the Cloud configurations.
Networked configuration option
• A computer provided by Thermo Fisher Scientific with the QuantStudio™Design and Analysis desktop Software
• The computer and instrument must be on the same subnet mask.
• Computer‑to‑LAN connection (select an option) :
– Wired connection to the network using an Ethernet cable – or –
– Wireless connection to the network
LAN
LAN
• Instrument‑to‑LAN connection
(select an option) :
– Wired connection to the network using an Ethernet cable – or –
– Wireless connection to the network using the instrument Wi‑Fi module
Thermo Fisher Cloud configuration option
• Internet access and a computer with the Chrome™web browser to access the Cloud
• Computer‑to‑Cloud connection (select an option) :
– Wired connection to the internet using an Ethernet cable – or –
– Wireless connection to the internet
LAN
• Instrument‑to‑Cloud connection
(select an option) :
– Wired connection to the network using an Ethernet cable – or –
– Wireless connection to the network using the instrument Wi‑Fi module
Supported options
for instrument
and computer
connections
Instrument-to-computer connections
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Note: Networked (LAN) congurations can be internal congurations that do not
require internet access. However, if you are networking an instrument for Cloud
access, the LAN must have internet access.
IMPORTANT! For all wired congurations using an Ethernet cable, we support
DHCP or static IP only. Proxy servers are not supported.
• A networked computer can detect all instruments that are on the same network
and subnet mask.
However, the computer can only control one instrument at a time.
• All networked computers can detect each instrument that is on the same network
and subnet mask.
However, the instrument can only be controlled by one computer at a time.
Note: For detailed information about networking your instrument, see the
QuantStudio™ 3 and 5 Real-Time PCR Systems IT Checklist (Pub. No. MAN0013738).
The instrument:
• Is factory-congured for IPv4 TCP/IP communication and includes an Ethernet
adapter (100/1,000 Mbps) with an RJ45-type connector for integrating the device
into a local area network (LAN).
• Can alternatively be congured for wireless networking (High Power USB WiFi
Module required, sold separately as an optional accessory).
The instrument can be congured for either wired or wireless networking, not both.
If a Thermo Fisher Scientic service representative is to install the instrument:
• If the instrument will be connected to a LAN, an active, tested network jack must
be in place before the scheduled installation date.
• A representative from your information technologies department must be
available during the installation to help connect the instrument to your network.
Required materials to network the instrument:
• Wired—Ethernet cable of sucient length with RJ45 connectors
– CAT5 cable for a 100 Mbps network connection
– CAT5e or CAT6 cable for a 1,000 Mbps network connection
–or–
• Wireless—High Power USB WiFi Module (Cat. No. A26774, sold separately)
Ports Condition
80/443 Standard ports for
instrument-to-Cloud and computer-to-Cloud connections
mDNS, 7000 Instrument-to-computer connection
mDNS, 5353 Instrument discovery
Networked
(local area
network– LAN)
configuration
Network
requirements
Firewall ports that
must be open
Instrument-to-computer connections
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Safety requirements
A safety representative from your facility must ensure that:
• Personnel establish and follow all applicable safety practices and policies to
protect laboratory personnel from potential hazards.
• All applicable safety devices and equipment are available at all times.
Your laboratory has specic safety practices and policies designed to protect
laboratory personnel from potential hazards that are present. Follow all applicable
safety-related procedures at all times.
The following safety equipment and protection from hazards must be available at the
installation site:
• Protection from any sources of hazardous chemicals, radiation (for example,
lasers, radioisotopes, radioactive wastes, and contaminated equipment), and
potentially infectious biological material that may be present in the area where
the service representative will work.
• Appropriate re extinguisher:
– You are responsible for providing an appropriate re extinguisher for use on
or near the equipment.
– The types and sizes of re extinguishers shall be suitable for use on electrical
and chemical res as specied in current codes, regulations, and/or
standards, and with approval of the Fire Marshall or other authority having
jurisdiction.
– The installation of appropriate re extinguishers shall be in addition to other
re-protection systems and not as a substitute or alternative to them.
• Eyewash
• Safety shower
• Eye and hand protection
• Adequate ventilation, including vent line/fume hood, if applicable
• Biohazard waste container, if applicable
• First-aid equipment
• Spill cleanup equipment
• Applicable Safety Data Sheets (SDSs)
Safety practices
Required safety
equipment
Safety requirements
12
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Receive and inspect the shipment
1. Verify that the items on the shipping list are the same items that you ordered at
the time of purchase.
2. Carefully inspect the shipping containers. Report any damage to customer
support. Record any damage or mishandling on the shipping documents.
3. Unpack and store the reagents and plates as specied.
Move the instrument packages to the installation site
1. Clear the installation site of all unnecessary materials.
2. Move the instrument packages and other shipping containers to the installation
site.
CAUTION! Do not tip the packaged instrument on end. Tipping may
damage the instrument hardware and electronics.
3. Follow the pre-printed instructions on the instrument packaging to install the
instrument.
CAUTION! PHYSICAL INJURY HAZARD. Do not aempt to lift or move the
instrument without the assistance of others, the use of appropriate moving
equipment, and proper lifting techniques.
Improper lifting can cause painful and permanent back injury. Depending on
the weight, moving or lifting an instrument may require two or more people.
Note: After installation, keep the instrument packaging in case you need to relocate
the instrument.
Receive and inspect the shipment
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Materials for installation and operation
Ensure the following materials are available before installation of the instrument.
• Safety glasses, lab coats, and chemical-resistant, disposable gloves (powder-free)
• Easily accessible specied power outlet
•(Optional) Electrical protective devices (universal power supply unit, surge
protector, and/or power line regulator)
• (Optional) External network connection
• Refrigerator or cold-room (4°C)
• Freezer (–20°C)
• Lint-free tissues
• Water
Additional supplies and consumables are necessary for routine operation of the
instrument. For information about these additional supplies, see the user
documentation provided with the instrument. Use only supplies as specied by
Thermo Fisher Scientic.
Installation
materials
Operation
materials
Materials for installation and operation
14
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Download and install the desktop software
If you purchased a computer provided by Thermo Fisher Scientic, you can install the
desktop software and use it to control the instrument.
Thermo Fisher Scientic does not support the use of customer-provided computers to
control the instrument.
However, if desired, you can install the desktop software on a customer-provided
computer and use the software to create templates and analyze data. Minimum
requirements for a customer-provided computer are:
• Operating system—Windows™ 7 (32-bit or 64-bit)
• Processor—Pentium® 4 or comparable
• Memory—4 GB RAM
• Hard drive—500 GB
• Monitor—1280 × 1024 resolution
1. Sign in to your account at thermosher.com.
Note: If you do not have an account, create an account.
2. Go to thermosher.com/quantstudio3-5softwaredownloads.
3. Download the software and the example les.
1. Use a Windows™ Administrator account to log in to the computer on which you
are installing the desktop software.
2. Unzip the downloaded software and example les.
3. Double-click setup.exe.
4. Follow the InstallShield Wizard prompts to install the software.
5. Accept the License Agreement.
6. Select Typical as the setup preference, then click Next.
7. If you are installing the software on a computer provided by Thermo Fisher
Scientic, install the software on the D:\ drive. If you are installing on a
customer-provided computer, install the software in your preferred location.
8. Click Finish.
Before installing third-party software on the computer running the QuantStudio™
desktop Software, conrm that the third-party software will not:
•Restrict Ethernet communication.
• Interfere with instrument or computer operation.
Computer
requirements for
the desktop
software
Download the
desktop software
Install the desktop
software
Third-party
software
Download and install the desktop software
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No antivirus software is provided because customer preferences and network
requirements vary. You are responsible for installing antivirus software of your choice
to protect the computer against viruses.
The system supports USBs with formats: FAT, FAT32, and NTFS.
IMPORTANT! Do not use a USB with exFAT formaing. It may cause le corruption.
Register to access the Thermo Fisher Cloud
The Thermo Fisher Cloud is an online dashboard that provides data analytics
software applications and secure storage. Register online to access the analysis
applications and 10 GB of free data storage. The rst time you upload data from the
instrument to the Cloud, an additional 10 GB of storage is provided.
1. Go to thermosher.com/cloud.
2. Follow the instructions on the screen to either access an existing account or to
create a new account.
Antivirus
requirements
Compatible USB
formats
Register to access the Thermo Fisher Cloud
16
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Documentation and support
Document Pub. No.
QuantStudio
™
3 and 5 Real-Time PCR Systems Installation, Use, and Maintenance Guide MAN0010407
QuantStudio
™
Design and Analysis desktop Software User Guide MAN0010408
QuantStudio
™
3 and 5 Real-Time PCR Systems SAE Admin Console User Guide MAN0010410
Visit thermosher.com/support for the latest in services and support, including:
•Worldwide contact telephone numbers
• Product support, including:
– Product FAQs
– Software, patches, and updates
– Training for many applications and instruments
• Order and web support
• Product documentation, including:
– User guides, manuals, and protocols
–Certicates of Analysis
– Safety Data Sheets (SDSs; also known as MSDSs)
Note: For SDSs for reagents and chemicals from other manufacturers,
contact the manufacturer.
Life Technologies Corporation and/or its aliate(s) warrant their products as set forth
in the Life Technologies' General Terms and Conditions of Sale found on Life
Technologies' website at www.thermosher.com/us/en/home/global/
terms-and-conditions.html. If you have any questions, please contact Life
Technologies at www.thermosher.com/support.
Related documentation
Customer and
technical support
Limited product
warranty
Documentation and support
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Manufacturer's address: Life Technologies Holdings Pte Ltd | Block 33 | Marsiling Industrial Estate Road 3 | #07-06, Singapore 739256
The information in this guide is subject to change without notice.
DISCLAIMER: TO THE EXTENT ALLOWED BY LAW, LIFE TECHNOLOGIES AND/OR ITS AFFILIATE(S) WILL NOT BE LIABLE FOR SPECIAL, INCIDENTAL,
INDIRECT, PUNITIVE, MULTIPLE, OR CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING FROM THIS DOCUMENT, INCLUDING YOUR USE
OF IT.
Revision history: Pub. No. MAN0010405
Revision Date Description
C.0 14 April 2017
• Update general formatting for style and readability.
• Update component and component packaging dimensions.
• Update environmental requirements (operating and storage conditions), networking
requirements, and materials required for installation.
B.0 September 2015
• Add sections for software download, installation, and network configuration.
• Add reagent and plate storage at –20°C.
• Update firewall URLs.
A.0 April 2015 New document.
Trademarks: All trademarks are the property of Thermo Fisher Scientific and its subsidiaries unless otherwise specified. TaqMan is a registered
trademark of Roche Molecular Systems, Inc., used under permission and license. Cy is a registered trademark of GE Healthcare. Microsoft and Windows
are trademarks of Microsoft Corporation. Pentium is a trademark of Intel Corporation. Google and Chrome are trademarks of Google, Inc.
©2017 Thermo Fisher Scientific Inc. All rights reserved.
thermofisher.com/support | thermofisher.com/askaquestion
thermofisher.com
14 April 2017