Bio-Rad 10000135538 350-10 Series Digital Wheelchair Scales Software Revision 11439 Technical Manual

CFX Opus 96 Dx and CFX Opus 96 Dx and
CFX Opus 384 Dx CFX Opus 384 Dx
Real-Time PCR SystemsReal-Time PCR Systems

Operation Manual

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Manual revision: January 2021
Software revision: 2.0

CFX Opus 96 Dx and

CFX Opus 384 Dx

Real-Time PCR Systems

Operation Manual

Bio-Rad Technical Support

The Bio-Rad Technical Support department in the U.S. is open Monday through Friday, 5:00 AM to
5:00PM, Pacific Time.

Phone: [phone], option 2

Email: [e-mail] (U.S./Canada Only)

For technical assistance outside the U.S. and Canada, contact your local technical support office or click
the Contact us link at www.bio-rad.com.

Notice

No part of this publication may be reproduced or transmitted in any form or by any means, electronic or
mechanical, including photocopy, recording, or any information storage or retrieval system, without
permission in writing from Bio-Rad.

Bio-Rad reserves the right to modify its products and services at any time. This guide is subject to change
without notice. Although prepared to ensure accuracy, Bio-Rad assumes no liability for errors or
omissions, or for any damage resulting from the application or use of this information.

BIO-RAD, HARD-SHELL, and MICROSEAL are trademarks of Bio-Rad Laboratories, Inc. in certain
jurisdictions.

SYBR is a trademark of Thermo Fisher Scientific Inc. Bio-Rad Laboratories, Inc. is licensed to sell reagents
containing SYBR Green I for use in real-time PCR, for research purposes only.

All trademarks used herein are the property of their respective owner.

Copyright © 2020 by Bio-Rad Laboratories, Inc. All rights reserved.

Revision History

Document Date Description of Change

Revision History

CFX Opus Dx Real-Time

PCR System Operation

Manual

(Doc ID #10000135538)

January 2021 Ver A, Initial Release

Operation Manual | iii

iv | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Intended Use

The CFX Opus 96 Dx Real-Time PCR System or CFX Opus 384 Dx Real-Time PCR System with

CFXMaestro Dx SE Software is intended to perform fluorescence-based PCR to detect and quantitate

nucleic acid sequences. The systems and software are intended for in vitro diagnostic use by trained

laboratory technicians. The systems are intended to be used with third-party diagnostic nucleic acid

tests, which have been manufactured and labeled for diagnostic purposes.

Symbols Lexicon

Manufacturer Lot number

Intended Use

Use by For In Vitro Diagnostic Use

Temperature limit Catalog number

Consult instructions for use Number of tests

For use with Serial number

Prescription use only Contains latex

Operation Manual | v

Translations

Product documents may be provided in additional languages on electronic media.

vi | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Table of Contents

Revision History iii

Intended Use v

Symbols Lexicon v

Translations vi

Safety and Regulatory Compliance 11

Safety Warning Labels 11

Safety and Regulatory Compliance 13

Safety Compliance 13

Electromagnetic Compatibility (EMC) 15

EMC Warnings and Notes 15

Hazards 17

Biohazards 17

Chemical Hazards 18

Explosive or Flammability Hazards 18

Electrical Hazards 18

Transport 19

Battery 19

Disposal 19

Chapter 1 Introduction 21

Main Features 21

Performance Specifications 22

Reaction Module Performance Specifications 22

Optical Detection Performance Specifications 23

Finding Out More 23

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System 25

Site Requirements 25

Bench Space Requirements 25

Environment Requirements 26

Operation Manual | vii

Table of Contents

Power Requirements 26

Network Requirements 27

System Overview 28

Front View 28

Back View 31

Unpacking the System 32

Packaged Instrument Specifications 32

Unpacking the System 34

Connecting the Power and Communication Cables 38

Removing the Shipping Screw 39

Logging In to the CFX Opus Dx Real-Time PCR System 42

Starting the CFX Opus Dx Real-Time PCR System 43

Creating CFX Opus Dx Real-Time PCR System User Accounts 44

Logging In to the CFX Opus Dx Real-Time PCR System 46

Loading Sample Plates 47

Shutting Down the CFX Opus Dx Real-Time PCR System 49

Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem 51

Touch Screen Overview 52

Software Files 54

Tools Screen 55

User Tools Screen Options 55

Admin Tools Screen Options 57

Renaming the CFX Opus Dx Real-Time PCR System 59

Setting the Time Zone on the CFX Opus Dx Real-Time PCR System 60

Setting Up a Network Connection on the CFX Opus Dx Real-Time PCR System 62

Setting Up Email Service 66

Changing Email Servers 67

Connecting to a Computer Running CFXMaestro Dx SE Software 68

Managing Personal User Accounts 70

Setting User Passwords 70

Setting Up Your Email Address 72

Setting Up a Connection to a Shared Network Drive 73

Managing User Accounts 75

Setting the Admin Password 75

viii | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Table of Contents

Resetting User Passwords 76

Deleting CFX Opus Dx Real-Time PCR System User Accounts 77

Chapter 4 Creating Protocols 79

Parameters and Ranges for Protocol Steps 80

Creating a Protocol 82

Modifying the Settings in a Protocol Step 87

Changing Target Temperature and Hold Time 87

Adding or Removing a Temperature Gradient 89

Adding or Removing the Ramp Rate 90

Adding or Removing a Temperature Increment 91

Adding or Removing an Extend Time Option 92

Adding or Removing a Beep Alert 92

Changing Parameters in a Goto Step 94

Setting Sample Volume and Lid Temperature 95

Sample Volume and Temperature Control Modes 95

Lid Temperature 96

Editing a Protocol 97

Editing a Protocol 98

Adding a Protocol Step 101

Deleting a Protocol Step 102

Renaming a Protocol 102

Saving an Edited Protocol 102

Chapter 5 Running Protocols 105

Running a Protocol 106

Running a Saved Protocol 106

Running a Completed CFX Opus Dx Real-Time PCR System Run 110

Monitoring a Run 112

Pausing a Run 113

Skipping Steps in a Protocol 113

Stopping a Run 114

Extracting and Editing a Protocol from a Run 115

Chapter 6 Managing Files and Folders 117

The File Browser Screen 118

Operation Manual | ix

Table of Contents

Managing Files and Folders 120

Managing Files on the CFX Opus Dx Real-Time PCR System 121

Managing Folders on the CFX Opus Dx Real-Time PCR System 123

Backing Up and Restoring Files and Folders 125

Appendix A Bio-Rad’s Real-Time PCR Detection Systems and CFXMaestro Dx SE
Software Catalog Numbers 127

Warranty 128

Appendix B Recommended Plastic Consumables 129

Plastic Consumables for CFXOpus 384 Dx Systems 129

Plastic Consumables for CFXOpus 96 Dx Systems 129

Plate Seals and Plate Sealer 129

Appendix C Maintenance and Troubleshooting 131

Cleaning and Maintaining the CFX Opus Dx Real-Time PCR System 131

Maintaining Sufficient Airflow 136

Testing for Sufficient Airflow 136

Fixing Insufficient Airflow 136

Replacing Fuses 137

Upgrading CFX Opus Dx System Software and Firmware 141

Upgrading Software and Firmware on CFX Opus Dx Real-Time PCR Systems 141

Shutting Down the CFX Opus Dx Real-Time PCR System 143

Returning the CFX Opus Dx Real-Time PCR System to Bio-Rad 144

Installing the Shipping Plate and Screw 144

Troubleshooting CFX Opus Dx Real-Time PCR Systems 147

Viewing and Exporting Log Files 147

Troubleshooting Issues 149

Appendix D Bio-Rad Free and Open-Source Notices for PCR Products 151

Software Notices 152

M2Mqtt (paho.mqtt.m2mqtt) 152

Standard Open License Text 156

EPL 1.0 156

Appendix E References 163

x | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Safety and Regulatory Compliance

The CFX Opus Dx Real-Time PCR System (known in this guide as the CFX Opus Dx system) heats and

cools very quickly during operation. Bio-Rad strongly recommends that you follow the safety

specifications listed in this chapter and throughout this guide.

Note: Use only Bio-Rad–supplied USB cables (catalog #12012942) when using the CFX Opus

Dx Real-Time PCR System.

Safety Warning Labels

Warning labels posted on the CFX Opus Dx system and in this manual warn you about sources of

injury or harm. Table 1 defines each safety warning label.

Table 1. General safety warnings

Icon Meaning

Operating the CFX Opus Dx system before reading this manual can constitute a

personal injury hazard. The use of this instrument in a manner not specified in this

manual or by Bio-Rad may result in the protection features of the instrument

becoming impaired or disabled.

There are no biohazards or radioactive hazards associated with the CFX Opus Dx

system itself. These hazards only become a concern when they are introduced into

the system via the samples being tested. When handling biohazardous or

radioactive samples, adhere to the recommended precautions and guidelines

specific to your laboratory and location. These guidelines should include cleaning,

monitoring, and disposal methods for the hazardous materials you are using.

In addition, as identified above, there is a small risk of explosion, or of expulsion of

liquids or vapors from the sample containers. When working with hazardous

materials the risk of injury from expelled material is compounded with the risk that

the hazardous material themselves could be dispersed in and around the

instrument. Users should take appropriate precautions for such a situation.

Operation Manual | 11

Safety and Regulatory Compliance

Table 1. General safety warnings, continued

Icon Meaning

The CFX Opus Dx system operates at temperatures high enough to cause serious

burns. Always allow the reaction block to return to room temperature before opening

the lid and removing samples. Even after the reaction block has cooled, the

surrounding areas as well as the heater plate can remain hot for quite some time. In

situations where there is not sufficient time to allow the instrument to cool, the use of

protective equipment such as thermal gloves or “oven mitts” is recommended.

The safety and performance of any system incorporating a CFX Opus Dx system is

solely the responsibility of the assembler of the system.

The CFX Opus Dx system can become hot enough during the course of normal

operation to cause liquids in the samples to boil or vaporize, pressurizing the

sample containers. There is the possibility that the sample containers could fail;

leading to leaks, fluid spray, or explosive rupture and expelling vapors or liquids in

and around the instrument.

Users should always operate the instrument with the lid closed or wear safety

goggles, thermal gloves, and other personal protection equipment during operation

to avoid injury. Opening the instrument while samples are still hot, such as after

aborting a run, can allow pressurized containers to leak, spray, or spurt liquid.

Always allow the samples to cool before opening the lid.

Users should never run a reaction with a lid or seal that is open, loose, punctured,

or otherwise damaged because it will increase the likelihood of a dangerous

rupture or explosion.

Users should never run a reaction with volatile reagents that could increase the

likelihood of a dangerous rupture or explosion.

12 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Safety and Regulatory Compliance

The CFX Opus Dx system has been designed to be safely operated under the environmental

conditions listed in Table 2.

Table 2. Conditions for safe use

Usage Aspect Conditions for Safe Use

Rated input power 100–240 VAC ±10%, 50/60 Hz, 850 W Max

Overvoltage category II

Fuses 10 A, 250 V, 5 x 20 mm, fast blow (qty. 2)

Environment Indoor use only

Operating temperature 15–31°C (operation over the range of 5°C–40°C is safe, but the

instrument may not meet performance specifications)

Safety and Regulatory Compliance

Relative humidity Up to 80% (noncondensing)

Altitude Up to 2,000 meters above sea level

Pollution degree 2

Safety Compliance

The CFX Opus Dx system has been tested and found to be in compliance with all applicable

requirements of the following safety and electromagnetic standards:

n IEC 61010-1:2010 Safety requirements for electrical equipment for measurement, control, and

laboratory use, Part 1: general requirements

n IEC 61010-2-010:2019 Safety requirements for electrical equipment for measurement, control

and laboratory use — Part 2-010: Particular requirements for laboratory equipment for the heating

of materials

n IEC 61010-2-081:2019 Safety requirements for electrical equipment for measurement, control

and laboratory use — Part 2-081: Particular requirements for automatic and semi-automatic

laboratory equipment for analysis and other purposes

n IEC 61010-2-101:2018 Safety requirements for electrical equipment for measurement, control

and laboratory use — Part 2-101: Particular requirements for in vitro diagnostic (IVD) medical

equipment

Operation Manual | 13

Safety and Regulatory Compliance

n CAN/CSA-C22.2 NO. 61010-1-12:2018 Safety requirements for electrical equipment for

measurement, control, and laboratory use, Part 1: General Requirements

n CAN/CSA-C22.2 NO. 61010-2-010:19 Safety requirements for electrical equipment for

measurement, control, and laboratory use, Part 2-010: Particular requirements for laboratory

equipment for the heating of materials

n CAN/CSA-C22.2 NO. 61010-2-081:19 Safety requirements for electrical equipment for

measurement, control, and laboratory use, Part 2-081: Particular requirements for automatic and

semi-automatic laboratory equipment for analysis and other purposes

n CSA-C22.2 NO. 61010-2-101:19 Safety requirements for electrical equipment for measurement,

control and laboratory use — Part 2-101: Particular requirements for in vitro diagnostic (IVD)

medical equipment

n EN 61010-1:2010 Safety requirements for electrical equipment for measurement, control, and

laboratory use, Part 1: General requirements

n EN 61010-2-010:2014 Safety requirements for electrical equipment for measurement, control and

laboratory use — Part 2-010: Particular requirements for laboratory equipment for the heating of

materials

n EN 61010-2-081:2015 Safety requirements for electrical equipment for measurement, control and

laboratory use — Part 2-081: Particular requirements for automatic and semi-automatic laboratory

equipment for analysis and other purposes

n EN 61010-2-101:2017 Safety requirements for electrical equipment for measurement, control and

laboratory use — Part 2-101: Particular requirements for in vitro diagnostic (IVD) medical

equipment

n UL 61010-1:2012 Safety requirements for electrical equipment for measurement, control and

laboratory use — Part 1: General Requirements

n UL 61010-2-010:2019 Safety requirements for electrical equipment for measurement, control and

laboratory use — Part 2-010: Particular requirements for laboratory equipment for the heating of

materials

n UL 61010-2-081:2019 Safety requirements for electrical equipment for measurement, control and

laboratory use — Part 2-081: Particular requirements for automatic and semi-automatic laboratory

equipment for analysis and other purposes

14 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Safety and Regulatory Compliance

n UL 61010-2-101:19 Safety requirements for electrical equipment for measurement, control and

laboratory use — Part 2-101: Particular requirements for in vitro diagnostic (IVD) medical

equipment

Electromagnetic Compatibility (EMC)

The CFX Opus Dx system has been tested and found to be in compliance with all applicable

requirements of the following electromagnetic compatibility standards:

n IEC 61326-1:2012 Electrical equipment for measurement, control and laboratory use — EMC

requirements — Part 1: General requirements. Tested as a Class A device

n IEC 61326-2-6:2012 Electrical equipment for measurement, control and laboratory use — EMC

requirements — Part 2–6: Particular requirements – In vitro diagnostic (IVD) medical equipment

n EN 61326-1:2013 Electrical equipment for measurement, control and laboratory use — EMC

requirements — Part 1: General requirements. Tested as a Class A device

n EN 61326-2:-6:2013 Electrical equipment for measurement, control and laboratory use — EMC

requirements — Part 2–6: Particular requirements – In vitro diagnostic (IVD) medical equipment

n FCC Part 15, Subpart B, Sections 15.107 and 15.109. Tested as a Class A digital device

n CAN ICES-003v6:2019 Interference-causing equipment standard, information technology

equipment (including digital apparatus) — Limits and methods of measurement. Tested to Class

A limits

EMC Warnings and Notes

n Warning: Changes or modifications to this unit, not expressly approved by Bio-Rad, could void

the user’s authority to operate the equipment.

n Note: This equipment has been tested and found to comply with the limits for a Class A digital

device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable

protection against harmful interference when the equipment is operated in a commercial

environment. This equipment generates, uses, and can radiate radio frequency energy and, if not

installed and used in accordance with the instruction manual, may cause harmful interference to

radio communications. Operation of this equipment in a residential area is likely to cause harmful

interference, in which case the user will be required to correct the interference at their own

expense.

n Note regarding FCC compliance: Although this instrument has been tested and found to comply

with Part 15, Subpart B of the FCC Rules for a Class A digital device, please note that this

compliance is voluntary, for the instrument qualifies as an “exempted device” under 47 CFR

15.103(c), in regard to the cited FCC regulations in effect at the time of manufacture.

Operation Manual | 15

Safety and Regulatory Compliance

n Note regarding cables: This instrument was tested for EMCcompliance using specially designed

USB cables, which are supplied with the instrument. These cables, or Bio-Rad authorized

replacements, must be used with this instrument to ensure continued compliance with the EMC

emissions limits.

16 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Hazards

The CFX Opus Dx system is designed to operate safely when used in the manner prescribed by the

manufacturer. If the system or any of its associated components is used in a manner not specified by

the manufacturer, the inherent protection provided by the instrument may be impaired. Bio-Rad is not

liable for any injury or damage caused by the use of this equipment in any unspecified manner, or by

modifications to the instrument not performed by Bio-Rad or an authorized agent. Service of the CFX

Opus Dx system should be performed only by trained Bio-Rad personnel.

Biohazards

The CFX Opus Dx system is a laboratory product. However, if biohazardous samples are present,

adhere to the following guidelines and comply with any local guidelines specific to your laboratory

and location.

Note: No biohazardous substances are exhausted during normal operations of this instrument.

General Precautions

Hazards

n Always wear laboratory coat, laboratory gloves, and safety glasses with side shields or goggles.

n Keep your hands away from your mouth, nose, and eyes.

n Completely protect any cut or abrasion before working with potentially infectious materials.

n Wash your hands thoroughly with soap and water after working with any potentially infectious

material before leaving the laboratory.

n Remove wristwatches and jewelry before working at the bench.

n Store all infectious or potentially infectious material in unbreakable leak-proof containers.

n Before leaving the laboratory, remove protective clothing.

n Do not use a gloved hand to write, answer the telephone, turn on a light switch, or touch anything

that other people may touch without gloves.

n Change gloves frequently. Remove gloves immediately when they are visibly contaminated.

n Do not expose materials that cannot be properly decontaminated to potentially infectious material.

n Upon completion of an operation involving biohazardous material, decontaminate the work area

with an appropriate disinfectant (for example, a 1:10 dilution of household bleach).

Operation Manual | 17

Safety and Regulatory Compliance

Surface Decontamination

WARNING! To prevent electrical shock, always turn off and unplug the instrument

prior to performing decontamination procedures.

The following areas can be cleaned with any hospital-grade bactericide, virucide, or fungicide

disinfectant:

n Outer lid and chassis

n Inner reaction block surface and reaction block wells

n Control panel and display

To prepare and apply the disinfectant, refer to the instructions provided by the product manufacturer.

Always rinse the reaction block and reaction block wells several times with water after applying a

disinfectant. Thoroughly dry the reaction block and reaction block wells after rinsing with water.

Important: Do not use abrasive or corrosive detergents or strong alkaline solutions. These agents

can scratch surfaces and damage the reaction block, resulting in loss of precise thermal control.

Disposal of Biohazardous Material

Dispose of the following potentially contaminated materials in accordance with laboratory local,

regional, and national regulations:

n Clinical samples

n Reagents

n Used reaction vessels or other consumables that may be contaminated

Chemical Hazards

The CFX Opus Dx system contains no potentially hazardous chemical materials.

Explosive or Flammability Hazards

The CFX Opus Dx system poses no uncommon hazard related to flammability or explosion when used

in a proper manner as specified by Bio-Rad Laboratories.

Electrical Hazards

The CFX Opus Dx system poses no uncommon electrical hazard to operators if installed and operated

properly without physical modification and connected to a power source of proper specification.

18 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Transport

Before moving or shipping the CFX Opus Dx system, decontamination procedures must be performed.

Always move or ship the system in a separate container in the Bio-Rad-supplied packaging material,

which protects the system from damage.

For information about transporting the system and to request the appropriate packaging material,

contact your local Bio-Rad office.

Battery

The CFXMaestro Dx SE uses one 3 V lithium-metal coin cell battery to maintain time settings in the

event of ACpower loss. If the time does not remain set after the unit is turned off, it may be an

indication that the batteries are getting weak.

Transport

WARNING! Do not attempt to change the batteries, they are not user serviceable.
Instead, contact Bio-Rad Technical Support for assistance.

For the State of California, USA only

n Perchlorate material — Lithium batteries contain perchlorate material; special handling may

apply. See www.dtsc.ca.gov/hazardouswaste/perchlorate.

Disposal

The CFX Opus Dx system contains electrical materials; they should not be disposed of as unsorted

waste and must be collected separately, according to European Union Directive 2012/19/EU on waste

electrical and electronic equipment — WEEE Directive. Before disposal, contact your local Bio-Rad

representative for country-specific instructions.

Operation Manual | 19

Safety and Regulatory Compliance

20 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Chapter 1 Introduction

The CFX Opus Dx Real-Time PCR System (known in this guide as the CFX Opus Dx system) is a

real-time PCR system with an integrated 96-well or 384-well optical reaction module, depending on

the model.

This guide explains how to set up and use the CFX Opus Dx system to perform sensitive quantitative

PCR.

Main Features

The main features of the CFX Opus Dx Real-Time PCR System include:

n WLAN Ethernet network compatibility enables connectivity to your internal network for unlimited

data access and storage on shared network drives

n USB drive compatibility provides an optional medium for protocol transfer and data storage

n USB ports enable direct connectivity to a computer running CFXMaestro Dx SE Software

n Programmable temperature gradient to quickly and easily identify optimal annealing

temperatures

Operation Manual | 21

Chapter 1 Introduction

Performance Specifications

CFX Opus Dx system components provide sensitive detection for precise quantification and target

discrimination. The tables in this section list the reaction module and optical detection performance

specifications for both the CFX Opus 96 Dx and CFX Opus 384 Dx systems.

Reaction Module Performance Specifications

Table 3. CFX Opus Dx Real-Time PCR System reaction module specifications

Item Specification

CFXOpus 96 Dx systems CFXOpus 384 Dx systems

Volume

(10–50 µl Recommended)

Maximum ramp rate 5°C/sec 2.5°C/sec

Average ramp rate 3.3°C/sec 2.0°C/sec

Lid temperature 30–110°C

Heating and cooling method Peltier

Temperature range 4–100°C

Increment -10°C to 10°C/cycle

Gradient

Operational range

Programmable span

Temperature accuracy ±0.2°C of programmed target at 90°C

Temperature uniformity ±0.3°C well-to-well within 10 sec of arrival at 90°C

1–50 µl

1–30 µl

(5–30 µl Recommended)

30–100°C

1–24°C

22 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Optical Detection Performance Specifications

Table 4. CFX Opus Dx Real-Time PCR System optical detection specifications

Item Specification

CFXOpus 96 Dx systems CFXOpus 384 Dx systems

Finding Out More

Excitation

Detection

Range of excitation/emission

wavelengths

Multiplex analysis

Scan time

All channels

Single-channel fast scan

FRET

Sensitivity Detects 1 copy of target sequence in

Dynamic range 10 orders of magnitude

Finding Out More

The CFX Opus Dx Real-Time PCR System web site (bio-rad.com/CFXOpus) provides access to

technical notes, manuals, product information, and technical support. This site also provides many

technical resources on a wide variety of methods and applications related to real-time PCR.

6 filtered LEDs

6 filtered photodiodes 5 filtered photodiodes

450–730 nm 450–690 nm

5 targets per well 4 targets per well

12 sec <20 sec

3 sec 8 sec

Yes Yes

human genomic DNA

5 filtered LEDs

Operation Manual | 23

Chapter 1 Introduction

24 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Chapter 2 Setting Up the CFX Opus Dx Real-Time

PCR System

This chapter explains how to set up the CFX Opus Dx system at your site.

Tip: Before setting up the CFX Opus Dx system, familiarize yourself with the system and its

reaction module, ports, and accessories.

Site Requirements

The tables in this section list the room, environment, power, and networking requirements necessary

to successfully install and use the CFX Opus Dx system. For weight and dimensions of the packaged

instrument, see Unpacking the System on page 32.

Note: Install your CFX Opus Dx system on a flat, dry surface with sufficient cool airflow for it to run

properly.

Bench Space Requirements

Caution: The CFX Opus Dx Real-Time PCR System requires at least 10 cm

behind and at least 5 cm along one side or the top to allow exhaust air to

flow properly.

Additionally, ensure you provide sufficient space around the system to disconnect the power cord

or to access the power switch in case of an emergency.

Note: If you plan to connect the CFX Opus Dx system to the computer running CFXMaestro Dx

SE Software, ensure during setup that you have sufficient space near the system for the computer.

Operation Manual | 25

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

Table 5. CFX Opus Dx Real-Time PCR System bench space requirements

Item Specification

Dimensions W: 13 in; 33 cm

D: 22 in; 56 cm

H: 14 in; 36 cm

Weight 48 lb; 22 kg

Environment Requirements

Table 6. CFX Opus Dx Real-Time PCR System environment requirements

Parameter Range Humidity Range

Operating conditions 15 to 31°C

59 to 87.8°F

Transport and storage

conditions

–20 to 60°C

–4 to 140°F

0–80% RH, non-condensing

0–80% RH, non-condensing

Power Requirements

Power to the CFX Opus Dx system must be stable and within specifications to ensure proper

operation. The power cord connected to the power inlet port must be rated for 10 amps or more.

Table 7. CFX Opus Dx Real-Time PCR System power requirements

Item Specification

Input voltage 100–240 VAC ±10%; 50–60 Hz, single phase

Maximum power usage <850 watts

Number of power sockets

n 1 socket for the CFX Opus Dx system

n (Optional) 1 socket for the computer running CFXMaestro

Dx SE Software

26 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Network Requirements

The CFX Opus Dx system supports connectivity through USB.

Table 8. CFX Opus Dx Real-Time PCR System networking requirements

Item Specification

Ethernet port 10/100 BASE-T (RJ45)*

USB ports USB 2.0 type A (two on rear panel, one on front panel)

USB 2.0 type B (one on rear panel)

Site Requirements

USB barcode scanner

(optional)

Scanner must be compatible with Microsoft Windows 10

Operation Manual | 27

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

System Overview

The illustrations in this section display the main components of the CFX Opus Dx system.

Front View

LEGEND

1. Touch screen display 2. Reaction block

3. Retractable lid (partially retracted) 4. LEDsystem status bar

5. Air intake vents 6. USB A port

Details

n Touch screen display — provides access to all functions necessary to create and run protocols.

n Reaction block — holds the 96– or 384–well plate, depending on the instrument.

n Retractable lid — provides access to the reaction block.

Note: The CFX Opus Dx system does not have a manual open/close button on the lid. To

open or close the lid, use the button on the Home screen, Run Setup screen, or Run Status

screen, or use the lid control in CFXMaestro Dx SE Software.

28 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

n LEDsystem status bar — indicates system status:

o Green (constant) — run is in progress.

o Green (flashing) — run is paused.

o Blue (flashing) — lid is opening (flashes until lid is fully open); run has completed (flashes

until lid is opened).

o Red (flashing) — system error.

o OFF — system is idle (not executing a run, lid not moving) or system is shut down.

n Air intake vents — allow the system to heat and cool quickly.

Important: Keep all air vents clean and clear of obstruction. Do not insert

any object in the air vents while the system is operating. Fans or other

internal moving parts may collide with the object and cause personal injury

or damage the system. Conductive objects could contact internal circuitry

and cause damage to the system.

System Overview

n USBA port — connects the CFX Opus Dx system to a USBdrive, mouse, keyboard, or barcode

scanner.

Special Considerations Regarding the CFX Opus Dx Real-Time PCR System

Touch Screen

The following are special consideration regarding the CFX Opus Dx system’s touch screen. If you

have any questions regarding the touch screen, contact Bio-Rad Technical Support.

WARNING! If any liquid leaks out of a damaged glass cell and comes in contact with
your skin, wash thoroughly with soap and water.

Notes:

n A strong incident light shining on the touch screen for extended periods of time may degrade

the quality and performance of the display.

n Do not expose the touch screen to strong ultraviolet rays or direct sunlight for long periods of

time.

n Do not touch or scratch the surface of the touch screen with any hard object.

Operation Manual | 29

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

n The touch screen self-calibrates the first few seconds after turning on the instrument. During

this process, do not

o Touch the surface of the touch screen

o Place your hands near the surface of the touch screen

If it cannot successfully calibrate during system initialization, the touch screen might not work

properly for some time. If the problem persists, turn off and on the system or contact Bio-Rad

Technical Support for assistance.

30 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Back View

LEGEND

1. Power input 2. Power switch

3. Fuses 4. Cooling vents

5. USB Type A ports 6. USBType B port

System Overview

7. Ethernet port

Details

n Power input — connects to AC power.

n Power switch — turns on or off power to the CFX Opus Dx system.

n Fuses — provides access to the fuses.

n Cooling vents — cools the CFX Opus Dx system.

Important: Do not block the cooling vents. For optimal operation, ensure that air can circulate

behind the CFX Opus Dx system.

n USB type A ports — transfer data to and from a USB flash drive or connect a USB mouse,

keyboard, or barcode scanner.

n USB type B port — connects the CFX Opus Dx system to a computer running CFXMaestro Dx

SE software.

n Ethernet port — connects the CFX Opus Dx system to your network.

Operation Manual | 31

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

Unpacking the System

This section explains how to properly unpack the CFX Opus Dx system. Read this section before you

begin.

Caution: The packaged CFX Opus Dx system weighs approximately 57 lb (26 kg). Bio-Rad

strongly recommends that you use a pallet jack to move the instrument from the shipping dock to

the laboratory.

Important: Use proper lifting techniques when moving and lifting the instrument

to prevent damage to the instrument and personal injury. Bio-Rad recommends

that two or more people lift the instrument.

Packaged Instrument Specifications

Table 9 lists the specifications of the packaged CFX Opus Dx system. For information about bench

space specifications, see Site Requirements on page 25.

Table 9. Specifications for the packaged CFX Opus Dx Real-Time PCR System

Parameter Specification

Weight 57 lb; 26 kg

Dimensions Depth: 28 in; 71 cm

Width: 19 in; 48 cm

Height: 19 in; 48 cm

The image on page 33 depicts the CFX Opus Dx system inside its packaging.

32 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Unpacking the System

Operation Manual | 33

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

Unpacking the System

Install the CFX Opus Dx system on a flat, dry surface with sufficient cool airflow to run properly. The

ACpower cord is approximately 5’ in length. Ensure you have sufficient access to the power outlet

before you begin.

Note: Ensure that there is enough clear space on the lab bench for your instrument plus

additional space to maneuver it while installing cables and accessories. If you plan to operate the

system via CFXMaestro Dx SE software, ensure you have space on the lab bench for the

computer running the software.

Caution: When handling the instrument, do not grip the LCD screen or retractable lid. To lift the

instrument, position your hands underneath the right and left sides of the instrument.

To unpack the system

1. Ensure that the path from the shipping dock to the laboratory is clear of obstacles and can

accommodate the packaged CFX Opus Dx system and a pallet jack.

2. Using a pallet jack, move the instrument container from the shipping dock to the laboratory.

Important: Bio-Rad strongly recommends that you do NOT use a hand truck to move the

packaged instrument.

3. Release the instrument container next to the lab bench.

4. Using two people, lift and place container onto the lab bench.

5. With scissors or a box cutter, cut and remove the exterior straps that secure the container top to

the base.

Tip: The exterior straps are very tight. Hold the straps securely while cutting to prevent injury.

34 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Unpacking the System

6. Remove the plastic clips on the bottom corners by firmly pinching the tabs together and pulling

the clips straight out.

7. Lift the large container top up and out of the base and place it to the side.

You see the CFX Opus Dx system wrapped in plastic sheeting and inserted into the foam packing

structure.

Operation Manual | 35

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

8. Remove the top foam insert and place it to the side.

9. Standing in front of the instrument, fold down the front of the cardboard base.

36 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Unpacking the System

10. While another person holds the base, grasp the cardboard tray and slide the instrument

completely out of the base.

11. Using the lift points first on one side of the instrument and then the other, gently lift the instrument,

remove the foam inserts, and place them to the side.

12. Using two people, carefully lift the instrument and remove the cardboard tray.

13. Slide the plastic cover toward the back of the instrument to remove.

14. Inspect the instrument for any damage.

Important: If you observe any damage to the system, do not continue.

Instead, contact Bio-Rad Customer Support.

Operation Manual | 37

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

Connecting the Power and Communication Cables

After you unpack the CFX Opus Dx system and install it on the lab bench, you will need to connect the

power cord and (optionally) the communication cables. This section explains how to connect the

cables.

Tip: Before connecting the cables, familiarize yourself with the CFX Opus Dx system, its

accessory kit, and power switches.

Important: Ensure you have enough room on the lab bench to reach the power switch on the

back of the system after connecting the power cord and USB Type B and Ethernet cables. Use

only the Bio-Rad-supplied power cord and USB Type B and Ethernet cables.

To connect the CFX Opus Dx system power and communication cables

1. Locate the accessory kit that shipped with the CFX Opus Dx system.

2. Remove the AC power cord and the USB and Ethernet cables from the accessory kit.

Tip: Store the packing material for future use. If any item is missing or damaged, contact your
local Bio-Rad office.

3. Insert one end of the AC power cord into the power inlet port on back of the system.

4. Insert the other end of the ACpower cord into an available grounded, surge-protected AC outlet.

5. (Optional) If you plan to connect the CFX Opus Dx system to a computer running CFXMaestro Dx
SE, insert the male end of the supplied USB Type B cable into the USBType B port on the back of
the system.

6. (Optional)If you plan to connect CFX Opus Dx system to your internal network, insert the Ethernet
cable into the Ethernet port on the back of the system.

38 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Removing the Shipping Screw

Important: The CFX Opus Dx system ships with a red shipping screw inserted in the side of the

lid to stabilize it during transport. You must remove the shipping screw before you can operate the

system.

To remove the shipping screw

1. Locate the shipping screw plug that ships with the CFX Opus Dx system.

Tip: This might be located in a plastic sheath taped to the front or side of the instrument.

2. Ensure the power cord is properly inserted into the power input on the back of the instrument.

3. If you have not yet done so, insert the other end of the power cord into an available grounded,

surge-protected AC outlet.

4. Press the power switch on the back of the instrument to start the CFX Opus Dx system.

5. The system recognizes that the shipping screw is inserted and displays a message on the touch

screen instructing you to remove the screw. Tap OK.

Removing the Shipping Screw

The Remove Shipping Screw instructions appear.

Operation Manual | 39

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

6. To remove the shipping screw, turn it counter-clockwise and then pull it straight out of the access

hole. Set the screw in a safe place.

Caution: Do not insert the shipping screw or any other object in the shipping

screw hole while instrument is operating. Internal moving parts might collide

with the object, which can cause personal injury or damage the system.

7. Insert the shipping screw plug into the hole for the shipping screw.

Tip: The plug helps to prevent contamination of internal components.

8. On the Shipping Screw screen, tap Screw Removed to confirm the screw is removed.

9. Tap Open Lid to open the lid.

10. Remove the shipping plate from the reaction block and set it in a safe place.

Note: Save the screw and plate in a safe and accessible place. You must reinsert the

shipping screw and shipping plate should you need to return the system for any reason.

40 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

11. On the Shipping Screw screen, tap Close Lid to close the lid.

The CFX Opus Dx system is ready to use and displays the Login screen.

Removing the Shipping Screw

Operation Manual | 41

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

Logging In to the CFX Opus Dx Real-Time PCR System

CFX Opus Dx systems ship with three default users: Admin, Service, and Guest. Users also have the

option to create their own account when first logging in to the system.

Tip: Creating user accounts on the CFX Opus Dx system is optional.

Any user can log in as Guest and access all protocols and runs in the Public folder including the

qPCR files within the default Bio-Rad qPCR folder.

Any user, including the Guest account, can create folders and protocols, edit protocol templates, and

run protocols. When logged in as Guest, users can create subfolders in the Public folder and save

their protocols and run files into the selected folder.

Tip: All folders and files saved into the Public folder are available to all users of the CFX Opus Dx

system.

The CFX Opus Dx system automatically creates a personal folder for each user who creates their own

user account. When logged in, users can create subfolders within their personal folder and save their

protocols and run files into the selected folder.

Note: For the Admin or Service user, all such files are saved into the respective folders. These

folders are not accessible to any other user.

42 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Logging In to the CF X Opus Dx Real-Time PCR System

Starting the CFX Opus Dx Real-Time PCR System

To start the CFX Opus Dx Real-Time PCR System

u If you have not already done so, press the power switch on the back of the instrument to start the

CFX Opus Dx system.

You see the CFX Opus Dx Real-Time PCR System startup screen.

The system performs a series of initialization tests and then displays the Login screen.

Operation Manual | 43

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

Creating CFX Opus Dx Real-Time PCR System User Accounts

Tip: Creating user accounts on the CFX Opus Dx system is highly recommended.

When logged in to the CFX Opus Dx system, you can

n Create and manage a folder structure within a browser environment.

n Create and edit protocols and then save them to their personal folders.

n Run a protocol and save it to your personal folders.

n Delete protocols and runs in your personal folders.

n Copy a protocol or run file to a public folder or USB drive.

n Connect to a shared folder on the network to store or access protocol and run files.

n Create and change your password.

This section explains how to create user accounts on the CFX Opus Dx system.

To create a new user

1. Do one of the following:

n Turn on the CFX Opus Dx system.

n On the Home screen, tap Logout to log out a currently logged in user.

The Login list appears.

44 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Logging In to the CF X Opus Dx Real-Time PCR System

2. Tap the Create User icon:

3. Using the alphanumeric keypad that appears, type a user name and then tap OK.

The Password dialog appears.

4. Do one of the following:

n Enter and confirm a password using the alphanumeric keypad that appears, and then tap

Save Password.

CFX Opus Dx system passwords can be any combination of alphanumeric characters.

Passwords must be between 4–50 characters.

Tip: Passwords are case-sensitive.

n Tap Skip Password.

Tip: You can create a password some other time by accessing Tools > User Profile. See

Setting User Passwords on page 70 for more information.

The Home screen appears and displays your user name next to the Logout button.

Operation Manual | 45

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

Logging In to the CFX Opus Dx Real-Time PCR System

When the CFX Opus Dx system starts, the Login list appears and displays the existing users with the

most recent user at the top.

Important: By default, the Admin account does not have a password. When accessed for the first

time, Bio-Rad strongly recommends that you create a password for the Admin account and record

the password in a password safe. Resetting a forgotten Admin password requires a phone call to

Bio-Rad Technical Support. See Setting User Passwords on page 70 for more information.

To log in to the Admin account when the CFX Opus Dx system starts

1. In the Login list, locate and tap Admin.

2. When prompted, enter the Admin password using the alphanumeric keypad that appears and

then tap OK.

To log in to a User account when the CFX Opus Dx system starts

1. In the Login list, locate and tap your user name.

2. If prompted, enter your password using the alphanumeric keypad that appears and then tap OK.

Tip: After you create your user account, the keypad does not appear if you did not create a

password.

To log in to the Guest account when the CFX Opus Dx system starts

u In the Login list, locate and tap Guest.

Tip: The keypad does not appear because the Guest account does not have a password.

To change users

1. On the Home screen, tap Logout to log out the currently logged in user.

The Login list appears.

2. In the Login list, tap your user name.

3. If prompted, enter your password using the alphanumeric keypad that appears and then tap OK.

Tip: The keypad does not appear if the user account does not have a password.

To log out

u On the Home screen, tap Logout.

46 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Loading Sample Plates

Important: Bio-Rad strongly recommends that you use only low-profile plates and flat-cap tubes

with the CFX Opus Dx system. Using high-profile plates can crush tubes. Using domed-cap tubes

can negatively affect plate reads.

For a list of plates and tubes compatible with the CFX Opus Dx system, visit us at

www.bio-rad.com/cfxopus or contact your local Bio-Rad Sales representative.

To ensure uniform heating and cooling of samples, plates must be in complete contact with the

reaction block. To ensure adequate contact, do the following:

n Confirm that the reaction block is clean before loading samples.

n Firmly press the individual tubes, tube strips, or microplates into the block wells.

n When using one or a few tubes, use the tube frame or load at least one empty tube in each corner

of the block to ensure the lid exerts even pressure on individual tubes.

Loading Plates into the Optical Reaction Module

Loading Sample Plates

Caution: Never run a reaction with a lid or seal that is open, loose, punctured, or

otherwise damaged. Doing so will increase the likelihood of a rupture, which could

cause injury or contaminate the system.

Important: When running the CFX Opus Dx system, always balance the tube strips or add

capped tubes to the corner wells to ensure the heated lid applies even pressure across the block.

To load plates into the optical reaction module

1. To open the motorized lid, do one of the following:

n On the Home screen, tap Open Lid.

n On the Run Setup screen, tap Open Lid.

n In the Detected Instruments pane in CFXMaestro Dx SE Software, click Open Lid.

n On the Start Run tab in the software, click Open Lid.

2. Place the microplate, individual tubes, or tube strips with sealed lids in the block.

Important: Ensure that the tubes are completely sealed to prevent leakage.

Tip: For optimal results, load sample volumes of 10–50 µl for the CFX Opus 96 Dx system

and 5–30 µl for the CFX Opus 384 Dx system.

3. For accurate data analysis, verify that the orientation of reactions in the block is exactly the same

as the orientation of the well contents in the CFX Opus Dx system.

Operation Manual | 47

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

4. To close the motorized lid, do one of the following:

n On the Home screen, tap Close Lid.

n On the Run Setup screen, tap Close Lid.

n In the Detected Instruments pane in CFXMaestro Dx SE software, click Close Lid.

n On the Start Run tab in the software, click Close Lid.

Important: Ensure that nothing blocks the lid when it closes. Although there is a safety

mechanism to prevent the lid from closing if it senses an obstruction, do not place anything in

the way of the lid before closing.

48 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Shutting Down the CFX Opus Dx Real-Time PCR System

Shutting Down the CFX Opus Dx Real-Time PCR System

Important: Follow these instructions to safely and completely shut down the CFX Opus Dx

system.

To shut down the CFX Opus Dx system

1. Ensure that no protocol is running and the system is no longer in use.

2. If you have not already done so, remove the samples from the block.

a. On the Home screen, tap Open Lid to access the samples.

b. Remove the samples from the block and then tap Close Lid.

3. On the Home screen, tap Logout to log out of the system.

4. On the Login screen, tap Shut Down ( ) to perform a soft shutdown of the system.

5. When the CFX Opus Dx system has completed the soft shutdown process, press the power switch

on the back of the instrument to shut down the system.

Operation Manual | 49

Chapter 2 Setting Up the CFX Opus Dx Real-Time PCR System

50 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Chapter 3 Configuring the CFXOpus Dx

Real-Time PCRSystem

After successfully installing the CFX Opus Dx system, you can configure the system according to the

requirements at your site. Using the system’s touch screen, the Admin user can perform the following

tasks.

n Set the CFX Opus Dx system’s time zone and local time

n Enable or disable the system’s screen saver

n Rename the system

n Set up network communication

n Set up the email service

n Connect the system to a computer running CFXMaestro Dx SE Software

As a CFX Opus Dx system user, you can

n Create your own CFX Opus Dx system log-in account

n Set or change your password

n Set or change your email address

n Set or change connection to a shared network folder

As a CFX Opus Dx system Guest user, you can

n Set or change your email account

This chapter explains how to configure the CFX Opus Dx system.

Operation Manual | 51

Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Touch Screen Overview

This section provides an overview of the CFX Opus Dx system touch screen features.

LEGEND

1. Connectivity and software version 2. Primary activity menu

3. Instrument details 4. Current logged in user

5. Open/close lid

Details

n Connectivity and software version — displays the current software version and the type of

operational connection:

o Network connection — indicates operational connection to an Ethernet network:

– Ethernet network connection

o Software version — displays the touch screen software version. To manually install updates,

see Upgrading CFX Opus Dx System Software and Firmware on page 141.

n Primary activity menu — provides quick access to the primary activities required to create and

run protocols and manage the operation of the CFX Opus Dx system.

o New Protocol — opens the New Protocol screen in which you can create a new protocol. For

details, see Creating Protocols on page 79.

52 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Touch Screen Overview

o Files — opens the File Browser, where you can manage your files and execute runs. For

details on managing files, see Managing Files and Folders on page 117.

o Tools — accesses menus from which users and administrators can perform system

management operations.

o Run Status — opens the Run Status screen to view the status of the current run.

n Instrument status — identifies the system, its serial number, and current status.

n Logout action/status — identifies the currently logged in user and enables the user to log out of

the system

o Logout — tap this button to log out of the system. The system then displays the Login list.

Tip: To create a new user account, see Creating CFX Opus Dx Real-Time PCR System

User Accounts on page 44.

o Logged in user — identifies the user currently logged in to the system.

n Open/Close Lid — opens or closes the instrument lid.

If the lid is closed, the label is Open Lid. If the lid is open, the label is Close Lid. For details on

loading plates, see Loading Sample Plates on page 47.

Operation Manual | 53

Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Software Files

Table 10 lists the CFX Opus Dx system file types.

Table 10. CFX Opus Dx system file types

File Type Icon Details

Protocol Contains protocol setup details to perform a PCR run.

Data Contains the results of an experiment run and PCR analysis.

JSON A read-only file generated only by CFX Opus Dx systems,

this file contains the run file data that appear in the details

pane in the File Browser when a run file is selected. This file

is generated after a run completes. It is exported with the

.zpcr file and saved with the data files when the Save

Location is either a USB drive or a shared network folder.

54 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Tools Screen

From the Tools screen, users and administrators can access a variety of options. These options

control the system. All options available to users are also available to administrators. Only those who

log in with an administrator account have access to the Admin options.

User Tools Screen Options

Tip: You do not need to log in with a user account to access the User options. The Guest account

can also access options on the Tools screen.

To access the User Tools screen

1. On the Home screen, tap Logout, and then log in with your user credentials.

2. On the Home screen, tap Tools.

The User Tools screen appears.

Tools Screen

n About — view the current software version, serial number, disk space capacity and

availability, as well as total number of run hours and cycles the system has accumulated.

n User Profile — view user profile options for password, email address, and shared network

account information.

Note: The Guest user can set only their email address.

Operation Manual | 55

Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

n Run Reports — view the run report for each protocol run on the system. Users can export a

specific run report or all run reports to an attached USB drive.

Tip: In addition to exporting run reports, Admin users can trim the list of run reports to

remove older or invalid reports as well as recover the .zpcr file of selected runs.

n System Logs — view two types of logs:

o Messages Log — messages that occur during each run.

o Usage Log — all events that occur during each run.

Note: From this screen, logged in users can export all message and usage logs to an

attached USB drive. Admin users can export all logs as well as clear all logs from the

system.

n Real-Time PCR Demo — view a demonstration of a real-time 96-well or 384-well SYBR®or

multiplex PCR run on the touch screen.

n Shipping Screw — view instructions for removing or installing the shipping screw.

56 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Tools Screen

Admin Tools Screen Options

All options available to users are also available to administrators. Only those who log in as Admin

have access to the Admin options.

To access the Admin Tools screen

1. If necessary, on the Home screen tap Logout, and log in as Admin.

2. Tap Tools on the Home screen.

The Tools screen appears and displays the Admin options.

Tip: To view the standard User options, tap User on the bottom of the screen.

n System Settings — from this screen, Admin users can

o Set the time zone, date, and time on the system

o Enable or disable password requirement

Note: If a user creates a local user account without a password before you enable this

requirement, that user will be prompted to create a password at the next log-in attempt.

o Enable or disable the screen saver and set its idle time

Note: The screen saver appears after the system has been idle for a specified amount of

time. The screen saver does not appear while a run is in progress.

o Rename the system

Operation Manual | 57

Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

n Network Settings — view details about the current network connection; use this screen to

connect the system to the internal network via Ethernet connection.

n User Management — remove users and reset passwords.

n Email Settings — set email server information.

n System Updates — update the system software and firmware from an attached USB drive.

Note: The CFX Opus Dx system installer can include both software and firmware

updates. CFX Opus Dx system firmware updates are not distributed in a separate

package.

n Diagnostic Test — perform a series of diagnostic self tests on the system (for use when

servicing the system).

58 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Renaming the CFX Opus Dx Real-Time PCR System

Initially, each CFX Opus Dx system is given the name of the serial number. You can rename the

system for easy identification.

To rename a CFX Opus Dx system

1. On the Home screen, tap Logout, then log in as the Admin user.

2. On the Home screen, tap Tools to open the Tools menu.

3. In the Admin tools screen, tap System Settings to open the System Settings screen.

Tools Screen

4. Tap the Instrument name field and type a new name using the alphanumeric keypad that

appears.

5. Tap Apply to confirm the change in settings.

6. Tap Back to return to the Tools menu.

Operation Manual | 59

Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Setting the Time Zone on the CFX Opus Dx Real-Time PCR System

Initially, the time zone for each CFX Opus Dx system is set to (UTC-11:00) Coordinated Universal

Time-11. If your instrument is connected to the Internet, you can set the time zone according to your

lab’s best practices. You can then set the actual time on the system according to the time in which the

system resides.

The time zone changes are applied immediately to the System Settings Date and Time fields and

saved when you tap Apply. Any changes you made to the date and time prior to setting the time zone

are lost. Changes to Date and Time made after the time zone change are saved and applied in

addition to the time zone change when you tap Apply.

Run reports will display local time (that is, the time zone in which the instrument on which experiment

is run is located).

Important: Even if you set the time zone, you must set the correct time. The system does not

automatically detect the local time.

Tip: Time changes due to switching between daylight saving and standard time are performed

automatically when you set the Time zone.

To set the time zone on the CFX Opus Dx system

1. On the Home screen, tap Logout, then log in as the Admin user.

2. On the Home screen, tap Tools to open the Tools menu.

3. In the Admin tools screen, tap System Settings to open the System Settings screen.

60 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Tools Screen

4. Tap the Time zone field and select the target time zone from the dropdown list that appears.

5. Tap the Date field and set the date using the calendar that appears.

6. Tap the Time fields and set the hour, minute, and second fields using the keypads that appear.

Note: The Hour field is a 24-hour field.

7. Tap Apply to confirm the change in settings.

8. Tap Back to return to the Tools menu.

Operation Manual | 61

Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Setting Up a Network Connection on the CFX Opus Dx Real-Time PCR System

When establishing a connection between the CFX Opus Dx system and your internal network, a

DHCP server is required so that the system receives an IP address. The DHCP server should be

configured to always assign the same IP address to the system. See your network administrator for

more information.

By default, the CFX Opus Dx system’s IP address is dynamic. That is, the IP address can change each

time the system restarts. In these cases, the system must reestablish a connection to your internal

network each time it starts. A static IP address never changes; thus the system always reconnects to

the network each time it restarts.

This section explains how to set up a dynamic IP or static IP network connection on the CFX Opus Dx

system.

Setting Up a Dynamic IP Network Connection

Note: Before starting this procedure, ensure your CFX Opus Dx system is turned off.

To set up a dynamic IP network connection

1. If you have not already done so, insert the provided Ethernet cable into the Ethernet port on the

back of the CFX Opus Dx system.

2. Insert the loose end of the Ethernet cable into the network connection router or hub.

3. Turn on the system.

The CFX Opus Dx system automatically detects an available IP address and connects to your

network. The system displays the Ethernet icon in the lower left corner of the Home screen to

indicate successful Ethernet network communication.

4. To test the dynamic IP configuration, log into the CFX Opus Dx system as Admin and tap Tools on

the Home screen.

5. In the Admin Tools list, tap Network Settings.

62 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

6. On the Network Settings screen, tap IP Config.

The IP Config dialog box appears and displays the current dynamic IP configuration details, for

example:

Tools Screen

7. Tap Test to test the connection.

A message appears indicating an Internet connection has been found.

8. Tap OK to close the message and then tap Cancel to close the IP Config dialog box and return to

the Network Settings screen.

9. On the Network Settings screen, tap Back to return to the Tools screen.

10. If necessary, implement network security measures per your organization’s security and privacy

policies.

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Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Setting Up a Static IP Network Connection

Note: Before starting this procedure, ensure your CFX Opus Dx system is turned off.

When setting up a static IP network connection, you must provide the IPv4 address, subnet mask,

default gateway, and primary and alternate DNSserver details for your system. See your system

administrator for the appropriate settings.

Note: CFX Opus Dx systems support only IPv4 connectivity. Ensure the settings are appropriate

for your site.

To set up a static IP network connection

1. If you have not already done so, insert the provided Ethernet cable into the Ethernet port on the

back of the CFX Opus Dx system.

2. Insert the loose end of the Ethernet cable into the network connection router or hub.

3. Turn on the system.

The CFX Opus Dx system automatically detects an available IP address and connects to your

network.

4. To set up a static IP configuration, log into the CFX Opus Dx system as Admin and tap Tools on

the Home screen.

5. In the Admin Tools list, tap Network Settings.

6. On the Network Settings screen, tap IP Config.

The IP Config dialog box appears.

7. Tap Static IP and provide the IP address, subnet mask, default gateway, and primary and

alternate DNSserver details for your site.

n IP address — the specific numeric address for the CFX Opus Dx system

n IP subnet mask — the numeric filter used to define the subnet to which the IP address

belongs

n IP default gateway — (optional, required if you plan to access the CFX Opus Dx system from

CFXMaestro Dx SE software computers that are on another subnet) the IP address of the

node that allows communication between subnets

n Primary and alternate DNSservers — the IP address of the nodes that translate a server

name to its IP address

64 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

8. Tap Test to test the connection.

Tools Screen

A message appears indicating that an Internet connection has been found.

9. Tap OK to close the message and then tap Cancel to close the IP Config dialog box and return to

the Network Settings screen.

10. On the Network Settings screen, tap Back to return to the Tools screen.

11. The system displays the Ethernet icon in the lower left corner of the Home screen to indicate

successful Ethernet network communication.

12. If necessary, implement network security measures per your organization’s security and privacy

policies.

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Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Setting Up Email Service

You can connect the CFX Opus Dx system to your outgoing email server and have run notifications

and reports emailed directly to a specified user account. The CFX Opus Dx system saves the email

server connection parameters until you change them.

By default, the system ships with Gmail server settings saved. You can create a Gmail account and

have email sent to that account, or you can program the system to send email to a specific account on

your site’s email server.

This section explains how to connect the system to a custom email server.

Note: Before connecting the system to a custom email server, consult your system administrator

for site-specific email server requirements.

To connect the CFX Opus Dx system to a custom email server

1. On the Home screen, tap Logout and then log in as Admin.

2. On the Home screen, tap Tools to open the Tools screen.

3. In the Admin Tools screen, tap Email Settings to open the Email Setup dialog box.

The Email Setup dialog box displays the default Gmail server settings.

4. Provide the information for your company:

n Authentication — by default Authentication is selected (required for Gmail email servers)

and the Authenticated Account and Account Password fields are active. If your site does not

require account authentication, clear this checkbox.

66 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Tip: See your system administrator for the name of the authenticated account and its

password.

o Authenticated Account — the name of the authenticated account.

o Account Password — the password for the authenticated account.

5. Tap Save to save the changes.

6. (Optional) To verify that the SMTP server settings are correct:

a. Tap Test Email to open the Email Server dialog box.

b. Provide a valid email address and enter a sample attachment size.

The size limit for attachments is determined by your company’s server. Bio-Rad recommends

testing an attachment size between 0.5 and 5 MB.

Tip: Enter 0 to send a test email with no attachment.

c. Tap Send Email.

Tools Screen

The system sends a test email to the email account.

d. Tap Cancel to return to the Email Setup dialog box.

7. Tap Back to return to the Tools screen.

Changing Email Servers

The CFX Opus Dx system saves the connection parameters for one email server at a time. It retains

the most recent server connection until you change it.

To change to another email server

1. In the Email Setup dialog box, make the appropriate changes.

2. Tap Save and then tap Yes to save the changes.

3. Tap Back to return to the Tools screen.

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Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Connecting to a Computer Running CFXMaestro Dx SE
Software

During installation, the CFXMaestro Dx SE software installer automatically installs the instrument

drivers onto the computer. When you start the software, CFXMaestro Dx SE detects the connected

instruments.

Important: You must disconnect the CFX Opus Dx system from the CFXMaestro Dx SE computer

before you install the software. You do not need to turn off the system during the software

installation.

To detect connected instruments

1. If you have not yet done so, insert the square (male) end of the supplied USB Type B cable into

the USBType B port located on the back of the CFX Opus Dx system.

2. Insert the other (port) end into a USB port on the CFXMaestro Dx SE computer.

3. If the system is not already running, press the power switch on the back of the instrument to turn it

on.

4. Start CFXMaestro Dx SE software.

The software automatically detects the connected instrument and displays its name in the Detected

Instruments pane in the Home window.

68 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Tools Screen

Note: If the instrument does not appear in the Detected Instruments pane, verify that the USB

cable is properly installed. To reinstall drivers, select Tools > Reinstall Instrument Drivers in the

CFXMaestro Dx SE software Home window.

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Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Managing Personal User Accounts

As a logged in CFX Opus Dx system user, you can

n Set or change your password

n Set or change your email address

n Set or change your shared network drive

This section explains how to manage your personal account.

Important: Guest users can only set or change their email account.

Setting User Passwords

Bio-Rad recommends that you create a password at the time you create your user profile. You can

change your password at any time. The section explains how to set a password if you did not create

one at the time you created your user profile.

Note: If you plan to connect to a shared network drive you must have a password.

Tip: CFX Opus Dx system passwords can be any combination of alphanumeric characters.

Passwords must be between 4–50 characters and are case-sensitive.

To create a user password

1. From the Home screen, tap Tools, then in the Tools screen tap User Profile.

The User Profile screen appears.

2. In the CFX Opus Dx system Password section, tap to expand the dialog box and then tap

Change Password.

The Change Password dialog box appears.

70 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Managing Personal User Accounts

3. Type and confirm your password using the alphanumeric keyboard and then tap Save Password.

4. Tap Back to return to the Tools screen, and then tap Home to return to the Home screen.

To change your password

1. In the CFX Opus Dx system Password section on the User Profile screen, tap Change Password.

2. Type your current password using the alphanumeric keyboard that appears, and then tap OK.

The Change Password dialog box appears.

3. In the Change Password dialog box, type and confirm your password using the alphanumeric

keyboard that appears and then tap Save Password.

4. Tap Back to return to the Tools screen, and then tap Home to return to the Home screen.

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Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Setting Up Your Email Address

Adding an email address to your CFX Opus Dx system user account allows you to be notified by email

after a run is completed. This is an option in the Run Setup screen for executing runs. For details, see

Running Protocols on page 105.

Note: To receive email notifications from the CFX Opus Dx system, your site administrator must

configure the email service. For details, see Setting Up Email Service on page 66.

To add an email address to your user account

1. From the Home screen, tap Tools, then in the User screen tap User Profile.

The User Profile screen appears.

2. In the Email Notification section, tap to expand the dialog box.

3. Tap the Email Address field and type your email address using the alphanumeric keypad that

appears, and then tap OK.

4. Tap Back to return to the Tools screen, and then tap Home to return to the Home screen.

72 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Managing Personal User Accounts

Setting Up a Connection to a Shared Network Drive

Note: You must have a password on the CFX Opus Dx system in order to connect to a shared

network drive. See Setting User Passwords on page 70 for more information.

You can connect your CFX Opus Dx system user account to a shared drive on your internal network.

When connected, you can create protocols on your CFX Opus Dx system and save protocols and run

files to your network drive. You can also copy CFX protocol files from your network drive to a folder on

the CFX Opus Dx system.

To connect to a shared network drive

1. From the Home screen, tap Tools, then in the User screen tap User Profile.

The User Profile screen appears.

2. In the Network Folder section, tap to expand the dialog box.

3. In the Folder Path section, type the path to the shared network folder using the following format:

\\server_name\folder_name\...\target_folder

Note: You must type the two backslashes (\\) at the beginning of the path, and separate each

folder with a single backslash.

4. In the Connection section, type the global domain name and user name you use to connect to

that server in this format:

global_domain_name\user_name

You must include the backslash in the path, for example:

Global\Carln

Tip: This user name might be different than your CFX Opus Dx system user name.

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Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

5. (Optional) Tap Save User Password to save your network password on the CFX Opus Dx system.

You will not be prompted for a password the next time you log in to your CFX Opus Dx system

account.

6. Tap Connect.

7. Type the password you use to connect to that server using the alphanumeric keyboard that

appears and then tap OK.

When the connection is successful, the Network Folder status changes to Connected:

8. Tap Back to return to the Tools screen, and then tap Home to return to the Home screen.

Tip: The system informs you when the folder to which you are connected is read-only.

To disconnect the CFX Opus Dx system from your network drive

1. From the Home screen, tap Tools, then in the User screen tap User Profile.

The User Profile screen appears.

2. In the Network Folder section, tap the icon to expand the dialog box.

3. Tap Disconnect.

4. Tap Back to return to the Tools screen, and then tap Home to return to the Home screen.

74 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Managing User Accounts

The CFX Opus Dx system Admin user can perform limited user management tasks. From the User

Profile screen, the Admin user can create his own password. From the User Management screen, the

Admin user can

n Change a user’s password

n Delete a user account

This section explains how to set the Admin password and manage user accounts.

Setting the Admin Password

Important: The default Admin user does not have a password. Bio-Rad strongly recommends that

the user who assumes the Admin role immediately set a password and store that password in a

password safe. Resetting the Admin password requires a call to Bio-Rad Technical Support.

CFX Opus Dx system passwords can be any combination of alphanumeric characters. Passwords

must be between 4–50 characters and are case-sensitive.

Managing User Accounts

To add the Admin password

1. On the Home screen, tap Logout to log out any logged-in user then log in as the Admin user.

2. On the Home screen, tap Tools to open the Admin Tools screen.

3. Tap the User icon on the bottom of the screen to display the User Tools screen then tap User

Profile.

The User Profile screen appears.

4. In the CFX Opus Dx system Password section, tap the icon and then tap Change Password.

5. In the Change Password dialog box, type and confirm your password using the alphanumeric

keyboard that appears and then tap Save Password.

6. Tap Back to return to the Tools screen, and then tap Home to return to the Home screen.

To change the Admin password

1. In the CFX Opus Dx system Password section on the User Profile screen, tap Change Password.

2. Type your current password using the alphanumeric keyboard that appears, and then tap OK.

The Change Password dialog box appears.

3. Type and confirm your new password and then tap Save Password.

4. Tap Back to return to the Tools screen, and then tap Home to return to the Home screen.

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Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

Resetting User Passwords

In the event that a user forgets his password, the Admin user can reset the password for that user.

Users can change their password at any time and as often as they choose.

To change or add a password for another user

1. On the Home screen, tap Logout then log in as the Admin user.

2. From the Home screen, tap Tools then in the Admin Tools screen tap User Management.

The User Management screen appears.

3. Tap the targeted user name on the Users list.

4. Tap Reset Password on the bottom toolbar.

The Reset Password dialog box appears.

5. Type and confirm the new password using the alphanumeric keyboard that appears, and then tap

Save Password.

6. Tap Back to return to the Tools screen, and then tap Home to return to the Home screen.

76 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Managing User Accounts

Deleting CFX Opus Dx Real-Time PCR System User Accounts

WARNING! Deleting users accounts from the CFX Opus Dx system also permanently

deletes their protocols, run files, and user data. Take care when deleting users from
the system.

Note: You cannot delete the Admin, Guest, or Service user accounts.

To delete a user account

1. On the Home screen, tap Logout then log in as the Admin user.

2. From the Home screen, tap Tools then in the Admin Tools screen tap User Management.

The User Management screen appears.

3. Tap the targeted user name on the Users list.

4. Tap Remove User on the bottom toolbar.

A warning appears informing that removing a user permanently deletes their user data.

5. Tap Cancel to cancel the screen or tap Remove to remove the user account and permanently

delete their data.

6. Tap Back to return to the Tools screen and then tap Home to return to the Home screen.

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Chapter 3 Configuring the CFXOpus Dx Real-Time PCRSystem

78 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Chapter 4 Creating Protocols

Using the touch screen on the CFX Opus Dx Real-Time PCR System, you can create and edit

protocols, change step parameters, and set the sample volume and lid temperature.

For each protocol, you can add, edit, or remove any of the following parameters:

n Plate “read”

n Temperature gradients

n Temperature increments

n Ramp rate

n Extend time

n Alert beeps

n Goto steps

A protocol can contain the following types of steps:

n Temperature — ramps to a target temperature at specified ramp rate and holds that temperature;

can include a plate read at end of the step.

n Gradient — applies a temperature differential across the rows of the block; can include a plate

read at end of the step.

n Goto — creates a cycle of a specific number of repetitions between certain steps in the protocol.

n Melt Curve — collects fluorescence data at specified temperature intervals between a starting

temperature and an ending temperature; used to perform melt curve analysis. Includes a plate

read after each interval.

The section Parameters and Ranges for Protocol Steps on page 80 lists the options and ranges for

protocol steps. Review the information in this section before creating your protocol.

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Chapter 4 Cr eating Protocols

Parameters and Ranges for Protocol Steps

Use the information in Table 11 to modify the default settings for the steps in your protocol.

Temperature Steps

The target temperature is a value between 4.0 and 100.0 °C, set in tenths of a degree. The system

ramps up to this temperature and holds that value for a specified amount of time (the hold time).

Gradient Steps

The gradient range is the difference between the lower and upper temperatures in a gradient step.

The maximum allowed range is 24°C. The lower temperature is a value between 30.0 and 99.0°C, set

in tenths of a degree. The maximum upper temperature is 100°C. The thermal cycler ramps up to the

target temperature gradient across the block and holds that temperature for a specified hold time.

Important: The instrument calculates the gradient value. When you enter a value in the gradient

calculator’s top and bottom fields, the software automatically calculates and assigns the

temperatures for the remaining fields. When you enter a temperature in any field between the top

and bottom field, the instrument automatically calculates the remaining fields. You cannot

manually enter a temperature value in every field.

Table 11. Parameters and ranges for protocol steps

Parameter Range Description

Ramp rate

n For CFXOpus 96 Dx systems:

0.1–5°C per sec

n For CFXOpus 384 Dx systems:

0.1–5°C per sec

Increment A number from –10.0 to 10.0°C per

cycle in tenths of a degree

Instructs the thermal cycler to ramp to the

target temperature at the specified rate in

that step.

Available only to temperature steps.

Instructs the thermal cycler to change the

target temperature of a step with each

cycle, where a positive number increases

the temperature and a negative number

decreases the temperature.

Available only to temperature steps.

80 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Parameters and Ranges for Protocol Steps

Table 11. Parameters and ranges for protocol steps, continued

Parameter Range Description

Extend A time from –60 to 60 sec per cycle Instructs the thermal cycler to extend the

hold time with each cycle. A positive

number increases the hold time and a

negative number decreases the hold time.

Available to both temperature and gradient

steps.

Beep (No parameters) Instructs the thermal cycler to beep to

signal that the thermal cycler has reached

the target temperature for that step.

Available only to temperature steps.

Plate read (No parameters) Instructs the thermal cycler to add a plate

read to the selected step.

Available to both temperature and gradient

steps.

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Chapter 4 Cr eating Protocols

Creating a Protocol

Important: While creating your protocol, take care when setting the sample volume and lid

temperature. If the lid temperature is too high, the sample temperature might rise above the target

temperature. For more information about these settings, see Setting Sample Volume and Lid

Temperature on page 95.

To create a protocol

1. On the Home screen, tap New Protocol to open the New Protocol screen.

2. To set or change any of the following, tap its respective button or field and enter a value using the

alphanumeric keypad that appears:

n Name — the name of the protocol. The name can consist of up to 32 alphanumeric

characters.

Tip: Spaces are considered as a character.

n Volume — the sample/reaction volume in μl.

Note: The volume setting affects the control mode used to determine when the sample

reaches the target temperature. For details, see Sample Volume and Temperature

Control Modes on page 95.

n Lid temp — the temperature of the lid in °C.

82 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Creating a Protocol

n Temperature — the target temperature of the step. For example:

(target temperature set to 95°C)

n Time — the hold time of the step (between 1 sec and 17:59:59) in the format of HH:MM:SS.

For example:

(hold time set to 10 sec)

Tip: To set an infinite hold on a step, tap the key.

n Goto step number — (for Goto steps only) the step number to which the Goto cycle returns.

For example:

(Goto cycle returns to step 2 and repeats the succeeding steps.)

n Goto cycles — (for Goto steps only) the number of times to repeat cycle. For example:

(repeat the cycle 39 times)

3. (Optional) If your protocol requires a new temperature, gradient, melt curve, plate read, or Goto

step:

a. Select the step in the protocol that will precede the new step and tap Insert at the bottom of

the screen.

The Insert Step dialog appears.

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Chapter 4 Cr eating Protocols

b. Tap the type of step to insert.

The new step appears in the protocol, highlighted and to right of the selected step. The

default temperature of the new step is 50°C and the default time is 30 sec (0:30). Tap time or

temperature to edit the parameters in the new step.

4. (Optional) To delete a step, select the step and tap Remove at the bottom of the screen.

5. Tap Save to save the protocol.

The Save As dialog box appears:

If you have a local user account, the default save location is your personal folder, which appears

as My Files in the Save As dialog box. Protocols that are saved in that folder or any folder within

the My Files folder structure are visible only to you. Files within your My Files structure are not

available to or shareable with other users.

Alternatively, you can choose to save protocols to a shared network folder if you have enabled

this setting. You can also choose to save to an attached USB drive.

Finally, you can save protocols to a location in the Public folder. Files that are saved in that folder

or any folder within the Public folder structure are visible to and shareable with every CFX Opus

Dx system user in your organization.

Important: Files saved to an alternate location are not concurrently saved on the CFX Opus

Dx system. Consider this before selecting the location.

For Guest users, the default save location is the Public folder. Guest users can save protocols

only in the Public folder structure or to an attached USBdrive.

84 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Creating a Protocol

Tip: For more information about managing files and folders, see Chapter 6, Managing Files

and Folders.

6. In the Save As dialog box:

a. If you have not yet named the protocol, tap the Protocol Name field and type a name for the

protocol in the alphanumeric keyboard that appears.

b. Do one of the following to determine the file destination:

n Accept the default folder location.

n Tap the Folder Location link to open the Select Location dialog box and select the new

location. If necessary, tap Create Folder ( ) to create a new folder in the currently-

selected location. When you are finished, tap Select.

c. Tap Save to save the protocol or Cancel to return to the New Protocol screen.

7. In the New Protocol screen, tap Next to open the Run Setup dialog box.

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Chapter 4 Cr eating Protocols

8. Adjust the run settings as needed for your protocol:

n Sample volume

n Lid temperature

n Scan mode

n (Optional) Plate ID

n Run file name

Tip: This is the name for the run file, separate from the protocol name.

n Save location

Tip: The default location is the user’s personal folder (My Files), you can change this to

save into the same folder as the folder containing the saved protocol, to a shared

network drive, or to a USBdrive.

n Notifications after the run is completed

You can have the system beep and/or send email to a specified email account when the run

completes.

9. On the Run Setup screen, tap Run to start the run.

For more information, see Chapter 5, Running Protocols.

86 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Creating a Protocol

Modifying the Settings in a Protocol Step

While you create your protocol, you can modify the default settings for each step. You can add or

remove any of the following:

n Target temperature

n Hold time

n Temperature gradients

n Temperature increments

n Ramp rate

n Extend time

n Alert beeps

You can also modify the default settings of a Gotostep. These tasks are explained in the sections that

follow.

Changing Target Temperature and Hold Time

To change the target temperature and hold time

1. Select the target step and then tap Options on the bottom toolbar to open the Step Options dialog

box:

2. Tap the appropriate option and enter a new value in the keypad that appears.

3. Tap OK to confirm and close the keypad.

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Chapter 4 Cr eating Protocols

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

Tip: Alternatively, tap the appropriate field in the target step and enter a new value in the keypad

that appears. Tap OKto close the keypad and return to the protocol.

88 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Adding or Removing a Temperature Gradient

To add a temperature gradient

1. On the protocol, select the target step and tap Options.

The Step Options dialog box appears.

Creating a Protocol

2. In the Step Options dialog box, tap the Gradient checkbox. The gradient range appears to the

right in the Step Options dialog box.

3. To change the gradient range, tap either the higher or lower value and enter a new value in the

keypad that appears.

Important: The upper value of the gradient range must be within 24°C of the lower value.

Operation Manual | 89

Chapter 4 Cr eating Protocols

4. Tap OK to confirm and close the keypad.

5. Tap OK to close the Step Options dialog box.

6. Tap Save to save the changes.

To remove the temperature gradient

1. On the protocol, select the gradient step and then tap Options.

The Step Options dialog box appears.

2. Clear the Gradient checkbox.

3. Tap OK to confirm and close the keypad.

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

Adding or Removing the Ramp Rate

The ramp rate option instructs the thermal cycler to ramp to the target temperature at a specified rate in

that step.

To emulate a thermal cycler that runs at a slower ramp rate than the CFX Opus Dx system, change the

ramp rate of the appropriate protocol step.

To add a ramp rate

1. On the protocol, select the target step and tap Options.

The Step Options dialog box appears.

2. Tap Ramp Rate and enter a value using the keypad that appears.

3. Tap OK to confirm and close the keypad.

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

To remove a ramp rate

1. On the protocol, select the ramp rate step and tap Options.

2. In the Step Options dialog box, tap Ramp Rate and then tap Off to clear the entry.

3. Tap OK to confirm and close the keypad.

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

90 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Adding or Removing a Temperature Increment

An increment raises or lowers the target temperature of a step within each cycle.

To add a temperature increment

1. On the protocol, select the target step and tap Options.

The Step Options dialog box appears.

2. Tap Increment.

3. Enter an increment value using the keypad that appears.

Tip: A positive number increases the temperature, a negative number decreases the

temperature.

4. Tap OK to confirm and close the keypad.

5. Tap OK to close the Step Options dialog box.

6. Tap Save to save the changes.

Creating a Protocol

To remove a temperature increment

1. On the protocol, select the temperature increment step and tap Options.

2. In the Step Options dialog box, tap Increment and then tap 0 (zero) to clear the entry.

3. Tap OK to confirm and close the keypad.

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

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Chapter 4 Cr eating Protocols

Adding or Removing an Extend Time Option

The Extend option instructs the thermal cycler to extend the hold time with each cycle.

To add or modify an Extend option

1. On the protocol, select the target step and tap Options.

The Step Options dialog box appears.

2. Tap Extend and type a value using the keypad that appears.

3. Tap OK to confirm and close the keypad.

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

To remove an Extend option

1. On the protocol, select the extend step and tap Options.

2. In the Step Options dialog box, tap Extend and then tap 0 (zero) to clear the entry.

3. Tap OK to confirm and close the keypad.

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

Adding or Removing a Beep Alert

The CFX Opus Dx system can emit a beep sound when it reaches the target temperature of a protocol

step.

To add a beep alert

1. On the protocol, select the target step and tap Options.

The Step Options dialog box appears.

2. Tap the Beep checkbox to select it.

3. Tap OK to confirm and close the keypad.

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

92 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

To remove a beep alert

1. On the protocol, select the beep step and tap Options.

2. In the Step Options dialog box, tap Beep to clear the checkbox.

3. Tap OK to confirm and close the keypad.

4. Tap OK to close the Step Options dialog box.

5. Tap Save to save the changes.

Creating a Protocol

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Chapter 4 Cr eating Protocols

Changing Parameters in a Goto Step

The Goto step instructs the thermal cycler to return to a specific step in the protocol and repeat the

series of steps a specified number of times. This creates a cycle in the PCR experiment. The Goto step

in Step 4 in the following image instructs the thermal cycler to return to Step 2 and perform 34

additional repeats, for a total of 35 cycles.

To change parameters in a Goto step

1. To change the return-to step, tap Step in the Goto step and type the new step number using the

keypad that appears.

2. Tap OK to confirm and close the keypad.

3. To change the number of repeats, tap the repeat X on the Goto step and type a new value using

the keypad that appears.

4. Tap OK to confirm and close the keypad.

5. Tap OK to close the Step Options dialog box.

6. Tap Save to save the changes.

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Setting Sample Volume and Lid Temperature

Setting Sample Volume and Lid Temperature

Important: If the lid temperature is too high, the sample temperature might rise above the target

temperature.

Sample Volume and Temperature Control Modes

The CFX Opus Dx system uses one of two control modes to determine when the sample reaches the

target temperature:

n Calculated mode — when a sample volume setting is greater than zero, the CFX Opus Dx system

calculates the sample temperature based on the sample volume. Bio-Rad recommends using the

calculated mode because it most accurately represents the actual sample temperature.

n Block mode — when a sample volume setting is zero (0) µl, the CFX Opus Dx system assumes

that the sample temperature is the same as the measured block temperature.

To change the sample volume

1. On the New Protocol or Edit Protocol screen, tap Volume at the top of the screen and type a new

value using keypad that appears.

2. Tap OK to confirm and close the keypad.

To view the control mode setting for a saved protocol or run file

1. From the Home screen, tap Files to open the File Browser screen.

2. Tap the location and folder in which the protocol or run file resides, and then tap the file’s name to

view its details.

For example, the image that follows shows that the PCR2 protocol uses the CALC (calculated)

control mode:

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Chapter 4 Cr eating Protocols

Lid Temperature

Note: For the CFXOpus 96 Dx system, Bio-Rad recommends a lid temperature of 105°C. For the

CFXOpus 384 Dx system, Bio-Rad recommends a lid temperature of 95°C.

The CFX Opus Dx system’s adjustable heated lid allows you to control the lid temperature. Heating

the lid prevents condensation from forming inside the reaction wells. When the CFX Opus Dx system

is running, the heated lid maintains the temperature specified for the protocol being run. Without a

heated lid, water from the reagents can be lost to condensation, concentrating the reactants in the

tube or plate.

The default lid temperature of the CFX Opus Dx system is 105°C for 96-well reaction blocks and 95°C

for 384-well blocks.

Note: When the block is running an infinite hold at a temperature below 30.0°C, the lid heater

maintains 31.0°C.

To change the lid temperature

1. On the New Protocol or Edit Protocol screen, tap Lid temp at the top of the screen and type a new

value using keypad that appears.

2. Tap OK to confirm and close the keypad.

96 | CFX Opus 96 Dx and CFX Opus 384 Dx Real-Time PCR Systems

Editing a Protocol

You can edit any parameter within an existing protocol. You can then save it with the same name into

the same or a different folder, or you can rename the protocol and save it into any folder. A renamed

protocol does not overwrite the original protocol.

Tip: You can also open a completed run file, edit the original protocol, and save the protocol to

another folder or with another name. For details, see Extracting and Editing a Protocol from a Run

on page 115.

Caution: Saving a protocol with the same name in the same folder overwrites the original

protocol. You can have multiple protocols with the same name as long as they are saved in

different folders.

The CFX Opus Dx system provides two options with which to edit a protocol:

n Direct interaction with buttons that appear on the protocol:

o On temperature, gradient, and melt curve steps, tap the temperature and step time buttons to

set these parameters. More options are available in the Options dialog.

Editing a Protocol

o On Goto steps, tap the step number button to change the step at which the Goto cycle begins.

Tap the cycles button to change the number of cycles to repeat.

n Tap Options on the bottom toolbar to open the Step Options dialog box, which provides access to

all options available for the selected step.

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Chapter 4 Cr eating Protocols

Editing a Protocol

To edit a protocol

1. On the Home screen, tap Files to open the File Browser screen.

2. Tap the location and folder in which the protocol file resides, and then tap the file’s name to select

it.

3. Tap Edit to open the Edit Protocol screen. The protocol appears in a graphical format.

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