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IRISPOWERSCAN 9.0
User Manual
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Iris IRISPOWERSCAN 9.0 User Manual

Version9.0
User Guide
Table of Contents
Copyrights...................................................................................................................................................1
Aboutthisguide.........................................................................................................................................3
Chapter1AboutIRISPowerscan..............................................................................................5
Softwareversions.........................................................................................................................10
Supportedscanners......................................................................................................................11
Chapter2Installation...........................................................................................................13
Systemrequirements...................................................................................................................13
Installingyourscanner..................................................................................................................16
Howtogetproductsupport?........................................................................................................18
Chapter3Startingup...........................................................................................................23
Configuringyouranti‐virus...........................................................................................................23
Startingup...................................................................................................................................23
UsingaSolutionPackage..............................................................................................................29
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IRISPowerscanTM - User Guide
UsingaTemplateProject..............................................................................................................31
Importing/exportingaproject......................................................................................................35
Userinterface...............................................................................................................................38
Panes........................................................................................................................................................39
Toolbars............................................................................................................................... .....................41
Viewer.......................................................................................................................................................42
Slider.........................................................................................................................................................42
Chapter4SoftwareOptions.................................................................................................45
Shortcuts......................................................................................................................................52
Chapter5Projectsetup........................................................................................................55
Projectsetup................................................................................................................................55
Projectoptions...............................................................................................................................................56
Scanningoptions............................................................................................................................................58
Barcode/OCR..................................................................................................................................................60
BarcodeandOCRsetup............................................................................................................................60
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Table of Contents
Capturingtemplateimages...................................................................................................................... 61
Definingbarcodes.....................................................................................................................................62
DefiningOCRzones...................................................................................................................................65
Settingbarcodeproperties....................................................................................................................... 67
Settingamasksyntax...............................................................................................................................72
SettingOCRzoneproperties.....................................................................................................................74
GeneralbarcodeandOCRproperties....................................................................................................... 77
TestingbarcodesandOCRzones..............................................................................................................78
Patchcode......................................................................................................................................................80
Definingandusingpatchcodes................................................................................................................80
Testingthepatchcodes............................................................................................................................81
Blankpage......................................................................................................................................................82
Definingandusingblankpages................................................................................................................82
Testingblankpages..................................................................................................................................85
Imageprocessing............................................................................................................................... .............85
Definingimageprocessingoperations......................................................................................................85
Indexing.......................................................................................................................................89
Indexing..........................................................................................................................................................89
Definingbatch/documenttypes..................................................................................................................... 90
Definingindexfields.......................................................................................................................................92
Settingbatch/documentnames.....................................................................................................................95
Definingvalueformulas..................................................................................................................................96
DataLink..........................................................................................................................................................98
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IRISPowerscanTM - User Guide
Processingoptions..........................................................................................................................................99
Security......................................................................................................................................102
Chapter6Scanning............................................................................................................103
Scannersetup.............................................................................................................................104
Pagesetup(scanningparameters)...............................................................................................................108
Scannersettings...........................................................................................................................................111
Imageparameters........................................................................................................................................112
Automaticmerge/split..................................................................................................................................114
Scanningoperations.....................................................................................................................................115
Creatingnewbatches/documents................................................................................................................117
Attachingdocuments....................................................................................................................................118
Insertingpages.............................................................................................................................................119
Rescanningpages.........................................................................................................................................120
Chapter7Indexvalidation..................................................................................................121
Indexingtasks.............................................................................................................................122
Indexingoperations............................................................................................................................... .......122
Indexingtools...............................................................................................................................................123
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Drag&DropOCR............................................................................................................................................124
Dropdownlists.............................................................................................................................................125
Lastfivevalues..............................................................................................................................................126
Chapter8Post‐scanningoperations..................................................................................127
Editingimages..............................................................................................................................................128
Zoomingandscrollingimages......................................................................................................................129
Selectingandfilteringimages.......................................................................................................................130
Rotatingandflippingimages........................................................................................................................132
Erasingimagezones.....................................................................................................................................133
Croppingimages............................................................................................................................... ............133
Adjustingimages..........................................................................................................................................134
(Re)organizingimages..................................................................................................................................135
Reorderingimages........................................................................................................................................137
Splittingandmerging....................................................................................................................................138
Chapter9Outputprocessing..............................................................................................139
Outputprocessing......................................................................................................................139
Index..................................................................................................................................141
vii
Copyrights
Copyrights ©2002-2009 I.R.I.S. All Rights Reserved.
IPS9.0-adel090602-01
I.R.I.S. detains the copyrights of the IRISPowerscan software, of the on-line help system and of this publication.
The information contained in this document is the property of I.R.I.S. Its content is subject to change without notice and does not represent a commitment on the part of I.R.I.S. The software described in this document is furnished under a license agreement which states the terms for use of this product. The software may be used or copied only in accordance with the terms of that agreement. No part of this publication may be reproduced, transmitted, stored in a retrieval system, or translated into another language without the prior written consent of I.R.I.S. This manual utilizes fictitious names for purposes of demonstration; references to actual persons, companies, or organizations is strictly coincidental.
Trademarks
The I.R.I.S. logo and IRISPowerscan are trademarks of I.R.I.S. OCR ("Optical Character Recognition"), Linguistic technology, ICR ("Intelligent Character Recognition") technology, MICR ("Magnetic Ink Character Recognition") technology, BCR ("Bar Code Reading") technology, and iHQC ("intelligent High Quality Compression) technology by I.R.I.S.
All other products mentioned in this user's guide are trademarks or registered trademarks of their respective owners.
1
About this guide Important note about this guide's contents
The English
version of this manual corresponds to the
IRISPowerscan's complete User Guide. The other language versions of the manual, correspond to a Quick
User Guide. They cover the main start up steps for installing and using the software.
3
CHAPTER 1
BOUT IRISPOWERSCAN
A
WHAT IS IRISPOWERSCAN?
IRISPowerscan is a powerful scanning and OCR software solution that offers to:
- scan all your documents at an extremely high speed,
- sort and index them,
- enhance the document images,
- convert them into fully searchable files,
- generate a variety of output files : PDF files, highly compressed
TM
color iHQC index files in CSV or XML format.
PDF files, JPEG 2000, XML, HTML, etc., as well as
High-Speed Scanning The scanning is fully automatic and handles pre-processing operations such as document deskew, cropping, page orientation, blank page deletion, split & merge, etc. The scanned documents are automatically distributed into a logical document structure of "batches", "documents" and "pages". Various ty pes of separator can be used to separate the documents such as: barcodes, patch codes, OCR zones, blank pages, etc. After the scanning, images can be easily manipulated and edited. The user can rescan the documents, rotate them, rename them, etc., and he can freely reorder them by using common commands such as splitting, merging, Drag&Drop, Cut&Paste, etc.
Sorting & Indexing The software handles the automatic sorting of documents. It uses pre-defined identifiers such as barcodes, type-written data (OCR),
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IRISPowerscanTM – User Guide
the document layout, etc. to identify the document types. The software not only sorts the documents but also indexes them. The indexing values are directly extracted from the documents (barcodes, type-written data (OCR), hand-written data (ICR), etc.), and/or picked up from the system data. The user validates the data on screen. He can easily modify, replace or complete the indexing fields, either manually or using the "On the Fly" OCR feature.
Quality Control and Validation A full range of tools are available for post-scanning operations. All scanned documents directly appear in the application explorer where they are divided up into batches, documents and pages. The corresponding images are displayed in the viewer. The operator can act on the displayed objects: he can reorder them, remove them, split or merge them, and carry out post-processing operations such as: rotation, cropping, adjustment, etc.
OCR and output formats IRISPowerscan is able to recognize 23 types of barcodes (all standard 1D-barcodes), including the PDF 417 high density barcode. It integrates the latest OCR (Optical Character Recognition) engine developed by I.R.I.S. and is able to recognize typewritten data in up to 125 languages. All American and European languages are supported, including Central-European languages. Greek, Turkish, the Cyrillic ("Russian") and the Baltic languages are also supported. Optionally, IRISPowerscan reads 4 Asian languages (Japanese, Simplified Chinese, Traditional Chinese, Korean), as well as Hebrew and Arabic. The recognition of hand-printed data (ICR) covers handprinted numbers and handprinted capital letters in languages using the Latin alphabet, as well as the dot, comma and hyphen symbols. The MICR (Magnetic Ink Character Recognition) technology (optional) offers to read banking fonts such as OCR-A, OCR-B, E13B and CMC7.
High Compression IRISPowerscan is able to produce highly compressed files,
TM
including the unrivalled iHQC
6
(intelligent High Quality
Chapter 1 - About IRISPowerscan
Compression) technology that offers extremely high image compression.
Batch Output Formats IRISPowerscan offers a wide variety of output formats, among
TM
which IRISDocument
which converts the document images into
fully searchable files.
IRISPowerscan’s full list of features
The full list of IRISPowerscan’s features is detailed in the IRISPowerscan datasheet. This datasheet is available on the I.R.I.S. website: http://www.irislink.com/irispowerscan
IRISDocumentTM user guide
Also refer to the IRISDocument for IRISPowerscan user guide to get all instructions on how to use IRISDocumentTM.
HOW TO USE IRISPOWERSCAN?
1. Choose the appropriate pre-configured project
IRISPowerscan is provided with 3 types of pre-configured projects: Quick Projects, Solution Packages and Templates. The first thing to do when starting IRISPowerscan is to have a look at these projects and check whether any of them fits your particular needs. The available projects are listed in the Start up window:
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IRISPowerscanTM – User Guide
Quick Projects Quick projects offer to use some standard features of IRISPowerscan in just a few mouse clicks. You will simply open a project, scan your documents, and export them to whatever format proposed in the list (Word, PDF, Excel). (See: Starting up, Using a Quick Project). Solution Packages If you wish to use IRISPowerscan to further process your documents in a third party application, you will choose a project among the solution packages. These projects have been set to perfectly fit the requirements of the third party application. (See: Starting up, Using a Solution Package). Templates If you wish to perform more specific tasks with IRISPowerscan, you will preferably go for a template project. The template projects offer to use a wide range of advanced features such as sorting, indexing, compression, etc. (See: Starting up, Using a Template). New project If no pre-configured project fits your needs, you can still create and set up a project from scratch. In this case, the Demo project must be used as a starting point. (See: Starting up, Creating a project)
Once you have opened your project in the Start up window, you proceed to the actual user interface from which you can launch any of the required processing. See: Starting up, User interface.
2. Refine or modify the default settings (Project Setup)
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Chapter 1 - About IRISPowerscan
If the pre-configured project you have chosen does not totally match your needs, you can refine or change some of its default settings. The project settings can be accessed from the user interface, in the
Project Setup window. See: Project Setup.
3. Launch the required processing steps
Once you have chosen a project and possibly refined its settings, your project is ready for use. You can then launch any of the required processing operations from the user interface. See: About IRISPowerscan, IRISPowerscan processing steps.
IRISPOWERSCAN PROCESSING STEPS
Here are the main processing steps that can be carried out in IRISPowerscan. Depending on your project configuration, you will launch one, two or more of the described steps. All processing steps can be launched from the user interface.
Scanning
Before you start scanning, you must make sure your scanner has been properly installed, then set your scanner settings (resolution, color, image pre-processing, etc.). You will then put your documents in the scanner feeder then start scanning. Your scanned documents will directly appear in the image viewer as well as in the explorer. See: Scanning: Scanning operations. If some automatic indexing has been set for the project, it will take place during the scanning. This automatic step is totally transparent for the user.
Index validation
(if required)
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IRISPowerscanTM – User Guide
As soon as the documents have been scanned (and auto matically indexed), their index cards are ready for validation in the user interface. You will then be able to check the displayed index values, then correct them by means of the available indexing tools. See: Index validation.
Post-scanning operations
(if required)
Once scanned, all documents appear in the explorer where they are divided up into documents and pages. Their corresponding images are displayed in the viewer. At this stage, you can act on the objects: you can reorder them, remove them, split or merge them, as well as carry out post-processing operations such as: rotation, cropping, adjustment, etc. See: Post-scanning operations.
Processing
Once the images have been scanned and validated, you can convert them into whatever output format (TIFF, JPEG 2000, PDF, PDF iHQC, XML, etc.) and possibly send to the available connectors. This is the "Process" operation. Remember that the settings related to the output processing are defined at Project Setup level. See: Output processing
SOFTWARE VERSIONS
IRISPowerscan is available in several versions. Please visit the I.R.I.S. web site to get more information about those versions (http://www.irislink.com/irispowerscan)
Full version – Full version giving all functionalities of the product
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Chapter 1 - About IRISPowerscan
– Hardware key required to run the application – Licensing dependent on the speed Demo version – Same as IRISPowerscan Full but without hardware key and the ability to scan or import files – Used in emulation mode with the in-built image sets – Allows the user to ‘experience’ IRISPowerscan for free Startup version – Software protected version for OEM bundling – Has many limitations that can be customized Site version – Special for “Site Licensing” (for large clients only) – Software protection through registration
SUPPORTED SCANNERS
IRISPowerscan is able to communicate with all scanners equipped with a Twain driver, with an Isis driver (through an Add-on to IRISPowerscan), as well as with the scanners supported by Kofax Virtual Rescan 4.2 or higher. This means that it supports all popular high-speed scanners from Kodak, Fujitsu, Canon, HP, Epson, Böwe Bell&Howell, Inotec, Avision, and many more.
TWAIN driver If your scanner is equipped with a Twain driver, note that version
1.9 or higher is highly recommended. Version 1.9 actually offers a
dedicated user interface and provides profile management options as well as a series of advanced settings. Please check with your scanner manufacturer whether version 1.9 of your scanner driver is available.
11
CHAPTER 2
NSTALLATION
I
SYSTEM REQUIREMENTS
Here is the minimum system configuration required to use IRISPowerscan:
• An Intel® Pentium® or equivalent. An Intel® Pentium® IV
2GHz or equivalent is recommended.
• 512 MB RAM. 1 GB RAM is recommended.
• 400 MB free disk space for the software, plus the space necessary
for the image files.
• Operating system: Windows® Vista, Windows® XP, Windows®
2000.
INSTALLING IRISPOWERSCAN
IRISPowerscan is delivered on a self-running CD-ROM. To install the software, simply insert the CD-ROM in the CD-ROM
drive, then follow the on-screen instructions.
Caution: You must log on as administrator or make sure you have the required administration rights to install the software.
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IRISPowerscanTM – User Guide
• Click on Install IRISPowerscan Software.
• Choose the language of the software user interface.
• Choose the destination folder for the software. Click Next to
install to the default folder, or click Change to install to a different folder.
• Choose the setup type for the installation: Complete is
recommended.
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Chapter 2 - Installation
• Click on Install to actually launch the installation. Wait until the
installation is complete, then click on Finish to close the installation program.
The software is dongle protected. Once the installation is complete, you must insert the hardware key provided with the CD-ROM into the parallel or USB port of your PC. The hardware key determines the maximum scanning speed (in number of images per minute) of IRISPowerscan. To increase the scanning speed, please get in contact with your Value Added Reseller or contact I.R.I.S. at var.opt@irislink.com
The submenu "IRISPowerscan" under the "Programs" menu is created automatically by the installation program. The same holds for a shortcut to IRISPowerscan on the Windows desktop. You are thus able to start IRISPowerscan directly from your desktop.
Should this be necessary, install the Adobe Reader software required to access the software documentation.
The electronic version of the user guide is by default copied to your hard disk.
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IRISPowerscanTM – User Guide
INSTALLING YOUR SCANNER
1. Install your scanner driver
Your scanner is provided with scanner drivers that must be installed on your computer. To install your scanner, you must first insert your scanner driver installation CD-ROM into your computer CD-ROM drive and run the installation. Once your scanner is installed, it is recommended to make a few scanning tests with a standard scanning application (e.g.: Microsoft Office Document Imaging).
Note: If your scanner is equipped with a Twain driver, note that version 1.9 or higher is highly recommended. See About IRISPowerscan, Supported scanners.
2. Plug in your hardware key
Do not forget to plug the hardware key provided with your software package. This key determines the maximum scanning speed (in number of images per minute) of IRISPowerscan. Insert the key into the parallel or USB port of your PC.
Further steps
Scanner selection
When running IRISPowerscan, you will be automatically prompted to confirm the scanner selection. If you want to scan documents, do not forget to confirm the selection. This will disable the Emulation Mode* that is set to run by default in the application. See: Scanning, Scanner selection
(*) A series of emulation images are provided with the application for demonstration and testing purposes. The Emulation Mode that enables to run these emulation images is activated by default. If you do not connect a scanner to IRISPowerscan, the Emulation Mode remains activated.
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Chapter 2 - Installation
Scanning parameters
Before you start the actual scanning, you will have to define the scanning parameters. Refer to the section on Scanning operations, Page setup.
Twain user interface
When using a scanner equipped with a Twain driver 1.9 or higher for the first time, do not forget to configure the scanner Twain user
interface. See: Scanning, Page setup.
UNINSTALLING IRISPOWERSCAN
There are only two correct ways of uninstalling IRISPowerscan: using the IRISPowerscan "uninstall" program or using the Windows (un)install wizard. You are strongly recommended not to uninstall IRISPowerscan or any of its components by manually erasing the program files.
To uninstall IRISPowerscan: Use the IRISPowerscan uninstall program:
• From the Windows Start menu, select Programs,
IRISPowerscan, Uninstall to start the "uninstall" program and
follow the on-screen instructions.
Or: Use the Windows (un)install wizard:
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IRISPowerscanTM – User Guide
• From the Windows Start menu, select Control Panel, and access
the list of installed programs.
• Select IRISPowerscan from the list and click the Uninstall button
to remove the software.
• Follow the on-screen instructions.
HOW TO GET PRODUCT SUPPORT?
If you have purchased your product through an I.R.I.S. Value Added Reseller (VAR), said reseller will offer software support*,
as he is in the best position to do so.
(*) The I.R.I.S. Value Added Reseller, at his sole discretion, may charge additional fees for the services provided.
Once you have registered your product, you are also entitled to product support from I.R.I.S. on all basic software functionalities. Contact I.R.I.S. at:
Europe: support.pro@irislink.com Phone: +32-10-45 13 64 USA: support.pro@irisusa.com Phone: +800 447 4744 Asia-Pacific: support.pro@irislink.com
Phone: +852 22646133
I.R.I.S. Software Maintenance and Support Services In addition to (or included into) any Support and Maintenance
contract signed with a Value Added Reseller, you can benefit from the I.R.I.S. Software Maintenance and Support Services program. The program offered varies according to the type of
services needed: Minor/Major** version software maintenance,
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Chapter 2 - Installation
basic/advanced support, end-user/partner/on-site support, level of support reaction time, etc.
(**) Minor version software maintenance: gives access to all relevant software updates. Major version software maintenance: gives access to all relevant software updates and upgrades.
To obtain the I.R.I.S. Software Maintenance and Support Services Program application form, please contact y our Valued Added Reseller or I.R.I.S. at:
Europe: irispowerscan@irislink.com Phone: +32-10-48 75 72 USA: irispowerscan@irislink.com Phone: +1-800 447 4744 Asia-Pacific: irispowerscan@irislink.com Phone: +852 22646133
Product features
For any questions about the application's optional features, modules, technologies, any updates, or possible custom features, please contact I.R.I.S. at:
Europe: irispowerscan@irislink.com Phone: +32-10-45 13 64 - Ask for Sales Department USA: irispowerscan@irislink.com Phone: +1-800 447 4744 - Ask for Sales Department Asia-Pacific: irispowerscan@irislink.com Phone: +852 22646133 - Ask for Sales Department
HOW TO REGISTER?
You are automatically prompted to register your application when starting the application for the first time. Once you have registered,
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IRISPowerscanTM – User Guide
your are:
- kept informed of future product developments and related I.R.I.S. products;
- entitled to free product support on all basic functionalities;
- entitled to special offers on I.R.I.S. products.
To register:
• Fill in the required fields in the IRISPowerscan Registration
window.
• Secondly, either "Register via Internet" (this can be directly made
on the I.R.I.S. Web site: http://www.irislink.com/register), "Copy the message to clipboard" to send an e-mail to I.R.I.S., or phone I.R.I.S. during working hours, and you will receive your software key*.
(*) Another way of registering your software is to send in or fax the registration card provided with your DVD box.
• Once you have received your software key from I.R.I.S.,
introduce it in the Software key field and click OK.
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Chapter 2 - Installation
Registration of software Add-ons
If you have acquired an Add-on to IRISPowerscan, you will also have to register it.
To register an add-on:
• From the Help menu, select Add-ons.
• In the Add-ons dialog box, fill in the required software key.
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