Kodak Scan Station 730EX, Scan Station 720EX, Scan Station 710, Scan Station 700 User Manual

3rd Party Licenses

This software is based in part on the work of the Independent JPEG Group Copyright (C)2009-2013 D. R. Commander. All Rights Reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the

following conditions are met:

- Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.

- Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution.

- Neither the name of the libjpeg-turbo Project nor the names of its contributors may be use d to endorse or promote products derived from this software without specific prior written permission.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS", AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT HOLDERS OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

Safety .............................................................................................................................................v

Chapter 1 Overview ...................................................................................................................... 1

What’s in the box ........................................................................................................................1

Setting up the Scan Station ........................................................................................................ 2

Setting up configurations ............................................................................................................3

Scan Station components ..........................................................................................................5

Front view ..............................................................................................................................5

Inside view .............................................................................................................................6

Rear view ..............................................................................................................................7

Chapter 2 Pre-installation Checklist ...........................................................................................9

Network configuration details .....................................................................................................9

Best practices ............................................................................................................................. 9

Pre-installation checklist ........................................................................................................... 10

Chapter 3 Installation and Getting Started ...............................................................................15

Setup overview .........................................................................................................................15

Power saver mode and activating the Scan Station .................................................................15

Setup Wizard .......................................................................................................................16

Installing the

Kodak Scan Station 700 Series - Scanner Administration application .....................................21

The main screen ...................................................................................................................... 22

Menus ......................................................................................................................................24

File menu .............................................................................................................................24

Edit menu ............................................................................................................................25

Scanner menu ..................................................................................................................... 25

Help menu ........................................................................................................................... 28

Icons .........................................................................................................................................28

Chapter 4 Configure Device Settings .......................................................................................31

Device Settings ........................................................................................................................31

Configuring your device options ..........................................................................................33

Configuring email settings ...................................................................................................38

Configuring Active Directory Server settings .......................................................................41

Configuring Fax settings ......................................................................................................43

Chapter 5 Define Scan Settings ................................................................................................49

To define scan settings .............................................................................................................49

Scan Settings ...........................................................................................................................51

Black and White Settings .........................................................................................................52

Color Settings ...........................................................................................................................53

Advanced Settings ...................................................................................................................56

PDF Settings ............................................................................................................................61

Filename Settings .................................................................................................................... 62

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Chapter 6 Index Templates ........................................................................................................ 65

Creating an index template ......................................................................................................66

Setup Index Templates screen .................................................................................................68

Index Template Settings screen ...............................................................................................69

Index Template Settings (name) screen ...................................................................................72

Index Field Editor screen .........................................................................................................73

Barcode Field Properties screen ..............................................................................................74

OCR Field Properties screen ...................................................................................................77

Use cases ................................................................................................................................ 78

Chapter 7 Create Destinations ..................................................................................................81

Accessing the Destinations screen ..........................................................................................81

Destination layout and terminology ..........................................................................................82

Setting up a email destination ..................................................................................................83

Importing an email address book ........................................................................................85

Setting up a network destination ..............................................................................................87

Setting up a printer destination ................................................................................................89

Setting up a print server printer destination .........................................................................89

Setting up a shared workgroup printer destination ..............................................................91

Setting up a printer connected directly to the network ........................................................93

Setting up a FTP site ................................................................................................................95

Setting up a fax or email to fax destination ..............................................................................98

Adding a SharePoint group ......................................................................................................99

Adding a Kofax Front Office Server group .............................................................................101

Chapter 8 Add and Manage Groups ........................................................................................103

Assigning groups .................................................................................................................... 103

Adding Active Directory groups .........................................................................................105

Adding individual users .....................................................................................................107

Finishing your group configuration ....................................................................................108

Chapter 9 Create Jobs ..............................................................................................................109

Chapter 10 Monitor and Manage Your Scan Stations ............................................................ 115

Scanners tab ..........................................................................................................................115

The toolbar ........................................................................................................................ 115

Grid view ...........................................................................................................................117

Network configuration options ................................................................................................ 118

Adding a Scan Station ............................................................................................................ 118

Discovering devices ...............................................................................................................120

Modifying a Scan Station .......................................................................................................121

Deleting a Scan Station ..........................................................................................................122

Changing a remote access password ....................................................................................122

Configurations/configuration files ...........................................................................................123

Updating your Scan Station ...................................................................................................123

Method 1 ...........................................................................................................................124

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Method 2 ...........................................................................................................................126

Method 3 ...........................................................................................................................128

Method 4 ...........................................................................................................................129

Method 5 ...........................................................................................................................130

Scan Station Security .............................................................................................................131

Password protecting the Scan Station ..............................................................................132

Retrieving and clearing files ...................................................................................................133

Retrieving the Scan Station log file ...................................................................................133

Clearing a log file ...............................................................................................................135

Retrieving the Scan Station transaction log file .................................................................136

Clearing a transaction log file ............................................................................................137

Saving all log files ..............................................................................................................137

Scan Station details ...........................................................................................................138

Updating the Time/Date remotely ......................................................................................138

Turning off one or more Scan Stations ...................................................................................139

Restarting one or more Scan Stations ...................................................................................139

Moving one or more Scan Stations ........................................................................................140

Chapter 11 Maintenance ...........................................................................................................141

Opening the Scan Station cover ............................................................................................141

Cleaning procedures ..............................................................................................................142

Cleaning the rollers ...........................................................................................................142

Cleaning the separation module ........................................................................................143

Cleaning the feed module .................................................................................................144

Vacuuming the Scan Station .............................................................................................145

Cleaning the imaging area ................................................................................................146

Running a transport cleaning sheet ...................................................................................146

Replacement procedures .......................................................................................................147

Replacing the separation module and tires .......................................................................147

Replacing the pre-separation pad .....................................................................................149

Replacing the feed module and tires .................................................................................150

Adjusting the pre-separation roller tension .............................................................................152

Supplies and consumables ....................................................................................................153

Chapter 12 Troubleshooting ....................................................................................................155

Problem solving ...................................................................................................................... 155

Indicator lights ........................................................................................................................160

Saving error log files ..............................................................................................................160

Contacting Service .................................................................................................................160

Chapter 13 Glossary .................................................................................................................161

Appendix A Specifications .......................................................................................................165

System requirements .............................................................................................................166

Appendix B Supported Network Protocols ............................................................................167

Appendix C Warranty - US and Canada only .........................................................................169

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iv A-61796 June 2017

Safety

• Place the Kodak Scan Station 700 Series on a level work surface capable of supporting 9.97 kg (22 lbs.)

• When placing the Scan Station, make sure that the electrical power outlet is located within 1.52 metres (5 feet) of the Scan Station and is easily accessible.

• When relocating the Scan Station, it is recommended that two people lift the Scan Station and use safe lifting techniques.

• Do not install the Scan Station in a location subject to dust, humidity or steam. This may cause electrical shock or a fire. Only use the Scan Station indoors in a dry location.

• When disconnecting equipment from the electric socket, be sure to grasp the plug, not the cord.

• Never disassemble or modify the AC adapter, as this is dangerous.

• Do not use an AC adapter other than the one provided with the Scan Station. Do not use the AC adapter provided with the Scan Station for any other products.

• Be sure the power cord is securely plugged into the wall outlet. Failure to do so may cause electrical shock or fire.

• Do not damage, knot, cut or modify the power cord or use a damaged power cord. This may cause electrical shock or fire.

• The Scan Station requires a dedicated and properly grounded power outlet. Do not use an extension cord or power strip with the Scan Station.

• Leave sufficient space around the power outlet so it can be easily unplugged in case of an emergency.

• Do not use the Scan Station if it becomes inordinately hot, has a strange odor, emits smoke, or makes unfamiliar noises. Immediately stop the Scan Station and disconnect the power cord from the power outlet. Contact Kodak Alaris Service.

• Do not disassemble, service or modify the Scan Station except as explained in the Administrator’s Guide.

• Do not move the Scan Station with the power cord and interface cable attached. This may cause damage to the cord/cable. Remove the power cord from the wall outlet before moving or relocating the Scan Station.

• Follow the Kodak recommended cleaning procedures. Do not use air, liquid or gas spray cleaners. These cleaners displace dust, dirt and debris to other locations within the scanner, which may cause the Scan Station to malfunction.

• Material Safety Data Sheets (MSDS) for chemical products are available on the Kodak website at: www.kodakalaris.com/go/msds. When accessing the MSDSs from the website, you will be required to provide the catalog number of the consumable you want the Material Safety Data Sheet for.

Environmental information

•The Kodak Scan Station 700 Series is designed to meet worldwide environmental requirements.

• Guidelines are available for the disposal of consumable items that are replaced during maintenance or service; follow local regulations or contact Kodak locally for more information.

•The Kodak Scan Station 700 Series is Energy Star compliant and shipped from the factory with the default time set to 15 minutes.

• For recycling or reuse information, contact your local authorities, or in the USA, visit: www.kodakalaris.com/go/scannerrecycling.

• The product packaging is recyclable.

• Parts are designed for reuse or recycling.

European Union

This symbol indicates that when the last user wishes to discard this product, it must be sent to appropriate facilities for recovery and recycling. Please contact your local Kodak representative or refer to: www.kodakalaris.com/go/recycle for additional information on the collection and recovery programs available for this product.

Please consult www.kodakalaris.com/go/REACH for information about the presence of substances included on the candidate list according to article 59(1) of Regulation (EC) No. 1907/2006 (REACH).

Battery Information

This product contains a Lithium button cell battery. This battery can only be removed or replaced by a qualified Service Engineer.

CAUTION:

• Risk of explosion if the battery is replaced by an incorrect type.

• Dispose of used batteries according to the instructions.

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Taiwan :

設備名稱：掃描器　　　，型號（型式）：Scan Station 730EX / Scan Station 710 /

Equipment name Type designation (Type) Scan Station 700 / Scan Station 720EX

限用物質及其化學符號

單元Unit

鉛

Lead

(Pb)

Mercury

Restricted substances and their chemical symbols

汞

(Hg)

鎘

Cadmium

(Cd)

六價鉻

Hexavalent

chromium

(Cr

)

多溴聯苯

Polybrominated

biphenyls

(PBB)

多溴二苯醚

Polybrominated

diphenyl ethers

(PBDE)

AC適配器

AC Adapter

USB電纜

USB Cable

內存模塊

Memory Module

電源線

Power Cable

輸入/輸出托盤

Input / Output Trays

觸摸屏

Touchscreen

麥克風

Microphone

塑料蓋

Plastic Covers

紙張傳感器

Paper Sensors

滾筒

Rollers

－○○○○○

○○○○○○

電機

Motors

端口

Ports

○○○○○○

備考1.〝超出0.1 wt %〞及〝超出0.01 wt %〞係指限用物質之百分比含量超出百分比含量基準值。

Note 1：“Exceeding 0.1 wt %” and “exceeding 0.01 wt %” indicate that the percentage content of the restricted substance exceeds the reference percentage value of presence condition.

備考2.〝○〞係指該項限用物質之百分比含量未超出百分比含量基準值。

Note 2：“○” indicates that the percentage content of the restricted substance does not exceed the percentage of reference value of presence.

備考3.〝－〞係指該項限用物質為排除項目。

Note 3：The “–” indicates that the restricted substance corresponds to the exemption.

vi A-61796 June 2017

Acoustic emission

Maschinenlärminformationsverordnung – 3, GSGV Der arbeitsplatzbezogene Emissionswert beträgt <70 db(A).

[Machine Noise Information Ordinance — 3, GSGV The operator-position noise emission value is <70 dB(A).]

phase est de 230 V.

EMC statements

United States: 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 in a residential installation. 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. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of these measures:

• Reorient or relocate the receiving antenna.

• Increase the separation between the equipment and receiver.

• Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.

• Consult the dealer or an experienced radio/TV technician for additional suggestions.

Any changes or modifications not expressly approved by the party responsible for compliance could void the user’s authority to operate the equipment. Where shielded interface cables have been provided with the product or specified additional components or accessories elsewhere defined to be used with the installation of the product, they must be used in order to ensure compliance with FCC regulation.

Korea: As this equipment has obtained EMC registration for household use, it can be used in an area including residential areas.

Japan: This is a Class A product based on the standard of the Voluntary Control Council for interference by information Technology Equipment (VCCI). If this is used near a radio or television receiver in a domestic environment, it may cause radio interference. Install and use the equipment according to the instruction manual.

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viii A-61796 June 2017

Chapter 1 Overview

The Kodak Scan Station 710/730EX is designed as a walk-up device that requires no host PC or application software. It works with and uses an existing network and network shared services to communicate with other network devices or destinations. The Scan Station 710/730EX is a capture solution that allows you to quickly send your documents via email, network, networked printers, USB drives, fax, FTP, SharePoint and Kofax Front Office Server with a simple touch.

This Administrator’s Guide provides the information you need to setup and administer the Kodak Scan Station 710 and Kodak Scan Station 730EX. These models will be referred to as Kodak Scan Station 700 Series. Any differences between these models will be noted.

What’s in the box Before you begin open the box and check the contents:

• Kodak Scan Station 710/730EX

• Power cord bundle

• Welcome Folio which includes:

- Installation CD

- Registration sheets

- User Reference Guide, English

- Maintenance Reference Guide, English

- Installation Guide

- Country Contact sheet

- Miscellaneous flyers

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Setting up the Scan Station

Carefully unpack the Scan Station 710/730EX and place it on a clean, dry and level surface. Refer to the Installation Guide or the “Rear view” illustration later in this chapter for port locations.

1. Select the appropriate AC power cord. Plug the power adapter into the power port on the Scan Station. Plug one end of the power cord into the power adapter and plug the other end into the wall outlet.

2. Plug one end of the 10/100/1000 Base T network cable (customer provided) into the Ethernet port of the Scan Station and plug the other end of the network cable into the network port.

3. If you have a Scan Station 730EX with serial number earlier than 52190000, connect a phone line to the RJ-11 modem port.

4. When the Scan Station is properly connected, press the power button and wait a few moments for the Scan Station to start up and display the application.

5. Proceed to Chapter 2, Pre-installation Checklist to review and gather the necessary configuration information before installing the Kodak Scan Station 700 Series - Scanner Administration application and creating configurations.

6. After reviewing the Pre-installation Checklist, you can setup your configurations. See Chapters 3-9 for more information.

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Setting up configurations

You must configure the Scan Station using the Kodak Scan Station 700 Series - Scanner Administration application before you can use it. The application allows you to configure and manage your Scan Stations.

A Scan Station configuration consists of setting the following groups of options: Device Settings, Scan Settings, Index Templates, Destinations, Groups, and Jobs. These options are accessible via the Configuration tab on the Scan Station 700 Series - Scanner Administration application using the Edit menu.

• Device Settings — consists of the following configuration items. See

“Chapter 4 Configure Device Settings” on page 31 for more information.

- Device Options: used to configure the Scan Station (e.g., display language, date, time, etc.).

- Email Server: used to configure the Scan Station to use an SMTP server. Configuration of an email server is required if you will be sending documents to an email destination.

- Active Directory Server: used to configure the location of an Active Directory Server. This will be required if you want to define users and groups of users from your Active Directory Server.

- Fax: used to configure fax options. Fax configuration will be required if you will be sending scanned documents via fax.

• Scan Settings — allows you to define items that determine how a document will be scanned (e.g., black and white, two sided, 300 dpi, etc.), the output format (e.g., PDF, JPEG, XLS, etc.), any special processing, and how to name the scanned document. Multiple scan settings can be configured. For example, you can setup a scan setting configuration for scanning color documents, and another scan setting configuration for scanning black and white documents. After defining your scan setting configuration, you will be prompted to name your configurations for later use. See “Chapter 5 Define Scan

Settings” on page 49 for more information.

• Index Templates — an index template is used to classify, sort, or store the scanned documents in a particular order (referred to as indexing). See “Chapter 6 Index Templates” on page 65 for more

information.

• Destinations — allows you to define where the scanned image(s) is sent or stored. The Scan Station can send or store documents to email, a network folder, printer, FTP, fax, email to fax, SharePoint, and Kofax Front Office Server. See “Chapter 7 Create Destinations”

on page 81 for more information.

• Groups — groups are used to control access to jobs for specific users or groups of users. See “Chapter 8 Add and Manage Groups”

on page 103 for more information.

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• Jobs — jobs are a combination of Scan Settings, Index Templates, Destinations and Groups. A job is represented on the Scan Station user interface as a single button, such as Invoices. A job allows one touch scanning since a job will define how a document should be scanned and formatted (Scan Settings), where the document should be stored or sent (Destinations), and the users or groups of users that are allowed to use a particular job (Groups). See “Chapter 9

Create Jobs” on page 109 for more information.

It is suggested that scan settings, index templates, destinations and groups be defined before defining any jobs. Each Scan Setting, Index Template, Destination and Group configuration will have an associated name that will be used when defining a job.

The Scan Station can be configured to force a user to login. The login information is matched with the groups defined for each job. When a user logs into the Scan Station, the only buttons that will be displayed are jobs that the user has access to.

4 A-61796 June 2017

Scan Station

components

Front view

1 Input tray extender — pull this extender out to accommodate document

sizes over 8 1/2 x 11 inches (A4).

Input tray — holds up to 75 sheets of 80 g/m

3 Side guides — slide the guides back and forth to accommodate the width

of the documents you want to scan.

4 Touch screen — allows you to easily select a job or navigate through

optional selections with a simple touch. The touchscreen is the primary user interface for interacting with the Scan Station.

5 Output tray panel — covers the transport when not in use. This panel

must be open to scan documents. When opened, collects the scanned documents. The Scan Station cover cannot be opened when the output tray panel is closed.

6 Output tray extender — pull this extender out when scanning documents

longer than 11 inches (28 cm).

7 Microphone — used for creating voice annotation.

8Power — turns the power on. See “Indicator lights” on page 160 for more

information.

(20 lb.) paper.

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Inside view

1 Separation module release lever/separation module — push the

release lever down to remove the separation module for cleaning or replacement. The separation module provides smooth document feeding and separation of various sizes, thicknesses and textures of documents.

2 Gap release lever — allows you to manually adjust the space between

the feed module and separation module for documents that require special handling.

3 Scan Station cover release lever — opens the Scan Station to allow

access to the paper path for cleaning or clearing a document jam.

4 Feed module — provides smooth document feeding and separation of

various sizes, thicknesses and textures of documents.

5 Paper present sensor — detects the presence of documents in the input

tray.

6 Feed module cover — this cover needs to be removed when cleaning or

replacing the feed module or feed module tires.

7 Imaging guides — for optimum image quality, keep the upper and lower

imaging guides clean.

8 Multifeed detection sensor — detects if more than one document enters

the paper path at a time.

6 A-61796 June 2017

Rear view

1 Modem port — the RJ-11 port connects the fax modem to a phone line.

This port is present only for the Scan Station 730EX, and only for serial numbers earlier than 52190000.

2 Security lock port — connects a security lock to the Scan Station. You

can purchase a standard security lock at an office supply store. Refer to the instructions provided with the security lock for installation procedures.

3 Power port — connects the power cord/adapter to the Scan Station.

4 USB ports — connects peripheral devices (e.g., keyboard, mouse and

other accessories) to the Scan Station.

5 Ethernet port — connects the Scan Station to the network.

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8 A-61796 June 2017

Chapter 2 Pre-installation Checklist

Network configuration details

Because the Scan Station is a network device, a basic knowledge of networking principles and terminology is helpful. You should be familiar with the concept of creating user accounts (on domains), sharing folders, setting access privileges, the Universal Naming Convention (UNC), using IP addresses, fully qualified domain names (FQDNs) and creating user groups.

NOTE: Some of the concepts covered in this section assume

knowledge of Microsoft NT Domains and permissions. Refer to your documentation for Microsoft Windows Server 2003, 2008 or 2012 for more information.

Best practices Scan Station user groups — for network domain environments, you

should create a user group for all Scan Stations. This group will be used to hold account names that are assigned to each Scan Station. Minimally, there should be one account name that is assigned to each Scan Station. Optimally, each Scan Station should be assigned its own unique username and password and these accounts should be contained within a group that is reserved specifically for Scan Stations. These account names will be used when configuring the Scan Station’s network settings and entered into the Username, Password, and Network Domain fields.

NOTE: The Scan Station groups and login names must be given

appropriate privileges to access the network resources that the user will see as Destination selections at the Scan Station.

Workgroup environments — for network environments that use the Microsoft “Workgroup” configuration, you may be required to create an account name and password to be assigned to Scan Stations. These account names will be used when configuring the Scan Station’s network settings and entered into the Username and Password fields. The Network Domain field should be left blank in Workgroup environments.

Network folders — it is recommended that you create network folders, for either Destination or Automatic Configuration Schedule updates, that can be accessed (minimally read, write, change access) by any Scan Station login account or by the user group created for Scan Stations.

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UNC names for folders — you will need to know the fully qualified UNC name for each network folder that will be used by your Scan Station(s). When configuring network destinations, this will be the information entered into the Enter a complete directory path field on the Destinations screen. For example, you could create a folder called “scanfolder” on a server called “acmeserver” that would be reserved for Scan Station access. You would reference it by the following UNC name: \\acmeserver\scanfolder.

NETBIOS usage — in network environments that use routers it is common practice to block NETBIOS traffic on your router. You may need to know the IP address of the server where you want to scan documents. By substituting the IP address of the server instead of the NETBIOS computer name, you can bypass the network traffic restrictions that may cause network scanning to fail. For example, the previously defined network address: \\acmeserver\scanfolder should be replaced with something similar to: \\192.168.2.10\scanfolder.

Pre-installation checklist

It is recommended that you review this checklist before configuring the Kodak Scan Station 710/730EX. This information is needed to create the initial configuration file to complete the installation. Locate any information you are unsure of before creating the configuration file. See your system or network administrator if you have questions about this information.

Device Settings/IP Address

The following settings are found using the Scanner tab and by selecting Scanner>Modify Scanner.

Parameter Name Your Setting Chapter Reference

Automatic (DHCP) See “Modifying a Scan Station” on

page 121.

IP Address Settings — Static

Static (IPv4) IP Address

Subnet Mask

Default Gateway

Preferred DNS Server

Alternate DNS Server

Preferred WINS Server

Alternate WINS Server

Device Settings/Network Destination Credentials

The following settings are found using the Configuration tab and by selecting Edit>Device Settings.

Parameter Name Your Setting Chapter Reference

Username, Password, Domain • See “Best practices” on page 9 for

Automatic Configuration Schedule

creating an account for your Scan Station.

• See “Configuring your device options” on page 33.

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Device Settings/Email (SMTP) Server

The following settings are found using the Configuration tab and by selecting Edit>Device Settings.

Parameter Name Your Setting Chapter Reference

Email Server Address

Username, Password, Domain

Port

Authentication Scheme

Maximum Attachment Size

Security Type

Device Settings/Active Directory Server

The following settings are found using the Configuration tab and by selecting Edit>Device Settings.

Parameter Name Your Setting Chapter Reference

Server Address

Username, Password, Domain

Port

Base DN

Search Field Tag

Email Address Tag

Full Name Field Tag

Home Directory Tag

Fax Field Tag

Security Type

Device Settings/Fax

The following settings are found using the Configuration tab and by selecting Edit>Device Settings.

Parameter Name Your Setting Chapter Reference

Outside Line Prefix

Modem Country Code

LAN Fax Server Domain Name

Network Destination

The following settings are found using the Configuration tab and by selecting Edit>Destinations.

Parameter Name Your Setting Chapter Reference

Complete directory path (the folder where you will put the scanned documents).

See “Configuring email settings” on page 38.

See “Configuring Active Directory Server settings” on page 41.

See “Configuring Fax settings” on page 43.

See “Setting up a network destination” on page 87.

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The following settings are found using the Configuration tab and by selecting Edit>Destinations.

Parameter Name Your Setting Chapter Reference

Complete directory path (the directory path to the printer server queue)

Username, Password, Domain

Address (for direct connection to a printer)

Driver name (for direct connection to a printer)

Port name (for direct connection to a printer)

The following settings are found using the Configuration tab and by selecting Edit>Destinations.

Parameter Name Your Setting Chapter Reference

Server name and directory path

Username, Password

Protocol (FTP)

Port number

Passive (Enable/Disable)

Proxy

•Proxy Type

• Proxy Address

•Username

• Password

• Port Number

The following settings are found using the Configuration tab and by selecting Edit>Destinations.

Parameter Name Your Setting Chapter Reference

Server name and directory path

Username, Password

Protocol (FTPS)

Port number

Encryption

Passive (Enable/Disable)

SSL Server Certificate (Enable/ Disable)

Proxy

•Proxy Type

• Proxy Address

•Username

• Password

• Port Number

Printer Destination

Chapter 7, “Setting up a printer destination”.

FTP Destination

Chapter 7, “Setting up a FTP site”.

FTPS Destination

Chapter 7, “Setting up a FTP site”.

12 A-61796 June 2017

The following settings are found using the Configuration tab and by selecting Edit>Destinations.

Parameter Name Your Setting Chapter Reference

Server name and directory path

Username, Password

Protocol (SFTP)

Port number

Private Key File, Password

Proxy

•Proxy Type

• Proxy Address

•Username

• Password

• Port Number

The following settings are found using the Configuration tab and by selecting Edit>Destinations.

Parameter Name Your Setting Chapter Reference

SharePoint website URL

Username, Password

Document Path

Index Fields

Certificate, Password

Proxy

• Proxy Address

•Username

• Password

• Port Number

The following settings are found using the Configuration tab and by selecting Edit>Destinations.

Parameter Name Your Setting Chapter Reference

Kofax Front Office Server address

Port number

Username, Password

Client ID

Shortcut Type

Shortcut Name

Index Fields

Certificate, Password

SFTP Destination

Chapter 7, “Setting up a FTP site”.

SharePoint Destination

Chapter 7, “Adding a SharePoint group”.

Kofax Front Office Server Destination

Chapter 7, “Adding a Kofax Front Office Server group”.

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14 A-61796 June 2017

Chapter 3 Installation and Getting Started

Setup overview Following is a list of things you need to do to prepare for configuring

your Scan Station 710/730EX.

• Unpack your Scan Station(s) according to the unpacking instructions in the box that your Scan Station was packaged in.

• Setup the Scan Station and make the necessary connections. See the Installation Guide or “Setting up the Scan Station” on page 2.

• Review the pre-installation checklist in Chapter 2 and gather all of the information required to configure the Scan Station. Having this information available in advance will help ensure an easy Scan Station configuration.

• When the Scan Station is properly connected, press the power button and wait a few moments for the Scan Station to start up and display the application.

• Install the Kodak Scan Station 700 Series - Scanner Administration application on a separate PC. See “Installing the Kodak Scan Station 700 Series - Scanner Administration application” on page 21 for procedures.

Power saver mode and activating the Scan Station

By default, after 15 minutes of inactivity, the Scan Station will automatically enter into power saver mode.

To activate the Scan Station from power saver mode press the power button.

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Setup Wizard When the Scan Station is turned on for the first time, the setup wizard

automatically starts. It provides a step-by-step procedure allowing you to select configuration options (i.e., time, date, etc.) when connecting to the network.

Other configuration options are also required for Scan Station setup (i.e., email and fax configurations, etc.); however, these options are setup using the KSS700 - Scanner Administration application. Procedures regarding these additional settings are explained in more detail later in this chapter.

NOTES:

• The procedures that follow are only for the first time you turn on your Scan Station.

• For detailed information regarding any of the following settings, see the section entitled, “Configuring your Scan Station” later in this chapter.

• If Run the wizard at next boot-up is enabled, the wizard will start at the next power up.

1. Upon startup the Language screen will be displayed. Select the

language that you want the Scan Station user interface to be display in, then click Done.

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2. The following screen will be displayed. Select any of the options you

want to configure:

• Device Name: allows you to enter the device name.

• Date: allows you to set the date on the Scan Station.

• Time Zone: allows you to select the desired time zone.

• Time: allows you to set the time on the Scan Station.

• Local Access Password: allows you to set a password that provides access to the Scan Station. (See “Configuring your device options” on page 33 for more information about the Local Access Password.)

• Network Settings: allows you to configure the Scan Station’s network address.

After you select the options you want to configure, click Done and the screen associated with the first selected option will be displayed.

3. If you selected Device Name, a keyboard will be displayed. Enter the name of the device then click Next. .

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4. If you selected Date, the Date screen will be displayed. Enter the desired date and click Next.

5. If you selected Time Zone, the following screen will be displayed. Select the desired time zone and click Next.

6. If you selected Time, the following screen will be displayed. Enter the desired time and click Next.

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7. If you selected Local Access Password, the following screen will be displayed. Enter the desired password and click Next.

8. The password confirmation screen will be displayed. Enter the password again and click Next.

9. The following screen will be displayed. Select Obtain an IP Address automatically to use DHCP to obtain an IP address to connect to the network, or Assign an IP Address to enable you to enter the desired IP address. Click Next..

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10. The following screen will be displayed. Enter the required IP

Address, Subnet Mask, Default Gateway, and Preferred DNS Server information. Click Done.

11. The information will be processed. A screen summarizing your settings will be displayed. Click Yes to accept your selections.

12.When all desired setting have been made, continue with the Scan Station installation. See the next section, “Installing the Kodak Scan Station 700 - Scanner Administration application”.

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Installing the Kodak Scan Station 700 Series - Scanner Administration application

You must install the Kodak Scan Station 700 Series - Scanner Administration application on a host PC. The Kodak Scan Station 700 Series - Scanner Administration application allows you to properly setup, configure and manage Scan Station 700/710/720EX/730EX/500/ 520EX devices over a network in an efficient and productive manner. This application communicates with Kodak Scan Station 500 and 700 devices over the network; thereby minimizing the need for individual access to multiple Scan Stations.

1. Insert the Installation CD titled, “Scanner Administration and Supporting Documentation” in the CD-ROM drive on the computer where the Kodak Scan Station 700 Series - Scanner Administration application will be installed. The installation software starts up automatically.

NOTE: If .NET Framework 4.0 is not already installed, the Kodak

Scan Station 700 Series - Scanner Administration application installer will install them before installing the Kodak Scan Station 700 Series- Scanner Administration application.

2. Click Next when the Kodak Scan Station 700 Series splash screen is displayed.

3. Click Next when the Welcome screen is displayed.

4. Click I Agree after you have read and agreed with the terms of the Software License Agreement, then click Next.

The Ready to Install Program screen will be displayed.

5. Click Install to continue.

6. After the Kodak Scan Station 700 Series - Scanner Administration application has been installed, click Finish.

7. Remove the Installation CD from the CD-ROM drive.

8. After installing and running the application, the Kodak Scan Station 700 Series - Scanner Administration main screen will be displayed.

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The main screen The main screen provides two tabs:

• Scanners tab — allows you to monitor any Scan Stations that have

been discovered and configured. See “Chapter 10 Monitor and Manage Your Scan Stations” on page 115for more information.

NOTE: In addition to the Scan Station 710/730EX, the Kodak Scan

Station 500/520EX/700/720EX can be managed from the Scanner tab and the Scanner menu.

• Configuration tab — allows you to configure and set up your Scan

Stations. This screen will be displayed with a list of your previously created configurations.

NOTE: The Configuration tab and the File and Edit menus only apply

to the Scan Station 700/710/720EX/730EX.

The Scan Station 500/520EX must be configured using the Kodak Scan Station Configuration Organizer. See your Administrator’s Guide for the Kodak 500/520EX for more information.

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A configuration is a collection of Device settings, Scan settings,

Index Templates, Destinations, Groups, and Job settings. Configurations are stored on your PC in a configuration database and maintained by the Kodak Scan Station 700 Series - Scanner Administration application. Detailed procedures for configuring these settings are described in Chapters 4-9.

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Menus The File, Edit, Scanner and Help menus are available from the Kodak

Scan Station 700 Series - Scanner Administration main screen.

NOTE: When the Configuration tab is selected, only the File, Edit and

Help menus are available.

When the Scanners tab is selected, only the Scanner and Help menus are available.

File menu Following is a description of the menu options on the File menu.

Add — allows you to create a new configuration from the default or

from an existing configuration.

• From default configuration: when selected, displays the Device

Settings screen with a default configuration. For more information see “Device Settings” on page 31.

• From selected configuration: when selected, displays the

Configuration Name screen which allows you to name a new configuration which is based on the currently selected configuration. If you want to base a new configuration on an existing one (not the default), select an existing configuration, then select File>Add>From the selected configuration. If there are no configurations (other than the default), this option is grayed out.

Save — saves the selected configuration to the configuration database located on the PC running the Kodak Scan Station 700 Series Scanner Administration application. This option is only available for configurations that have changed (marked with an asterisk).

Rename — displays the Configuration Name screen allowing you to rename the selected configuration.

Delete — deletes the selected configuration.

Import — allows you to import a configuration file from any location to

the Kodak Scan Station 700 Series - Scanner Administration application.

Export — allows you to export a configuration file from the Kodak Scan Station 700 Series - Scanner Administration application to any location.

Exit — closes the Kodak Scan Station 700 Series - Scanner Administration application.

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Edit menu Following is a description of the menu options on the Edit menu.

Device Settings — allows you to configure the parameters that the

Scan Station needs to send emails, communicate with an Active Directory Server for security purposes, set Scan Station defaults and configure fax settings. For more information, see “Device Settings” on page 31.

Scan Settings — allows you to set basic image processing settings, such as, color/grayscale/black and white, output file format, compression, and advanced options like Hole Fill, Streak Filter, etc. For more information, see “Scan Settings” on page 51.

Index Templates — allows you to define bar code and OCR areas on a document that can then be used to dynamically construct a file path name for saving scanned documents. For more information, see “Chapter 6 Index Templates” on page 65.

Destinations — allows you to add or modify destinations (e.g., email, network folder, printer, FTP site, etc.) that define where the scanned output will be sent. For more information, see “Chapter 7 Create Destinations” on page 81.

Groups — allows you to create or modify a group of users from an Active Directory Server. Other users that are not in an Active Directory Server group can also be added. For more information, see “Chapter 8 Add and Manage Groups” on page 103.

Jobs — allows you to create or modify jobs which are a collection of scan settings, index templates, destinations and groups of users. For more information, see “Chapter 9 Create Jobs” on page 109.

Scanner menu Following is a description of the menu options on the Scanner menu.

Refer to “Chapter 10 Monitor and Manage Your Scan Stations” on page 115 for more information and procedures regarding these options.

Add Scanner — displays the Add Scanner dialog box, which allows you to register Scan Stations that you want to manage remotely.

Discover Devices — allows you to scan a range of IP addresses and automatically register any Scan Station within that range that responds to the request.

NOTE: Any Scan Station that has previously had its Remote Access

Password set will not respond to the discovery request. If this is the case, you will need to manually add the Scan Station by selecting Scanner>Add Scanner and enter the Scan Station’s name or IP address and the Scan Station’s password.

Modify Scanner — allows you to rename the selected Scan Station and configure network settings.

Delete Scanner — deletes the selected Scan Station(s) from the list of administered Scan Stations.

Upload configuration — sends the configuration to the selected Scan Stations.

NOTE: If the Scan Station is in power saver mode, you can select

Scanner>Upload configuration to wake up the Scan Station.

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Remote Access Password — displays the Remote Access Password dialog box which allows you to change the network connection password to the Scan Station.

This password is used by the Kodak Scan Station 700 Series - Scanner Administration to communicate with the Scan Station. An organization can have more than one instance of the Scanner Administration software running at one time. Only those instances that are aware of the password for a particular Scan Station can communicate with that Scan Station. If a Scan Station with a Remote Access Password is deleted from the grid view, the password will be required to add the Scan Station back to the grid view. For more information, see “Grid view” on page 117.

Refresh Status — displays the current state of the selected Scan Station(s):

• Idle — the Scan Station is currently active on the network; but not in

use.

NOTE: Any user interaction using the touch screen will put the

Scan Station into the In Use state (see below).

• Scanning — Scan Station is scanning.

• Processing images — the Scan Station is processing images (e.g.,

converting images to PDF).

• Sending email — the Scan Station is sending an email.

• Saving — images are being saved to a USB drive, network folder,

FTP site, or a SharePoint site.

• Printing — the Scan Station is printing images using a remote

printer.

• Scan Completed — the Scan Station has successfully completed

the scanning session. When Done is selected on the Scan Station, the Scan Station will go into the Idle state.

• Error — the Scan Station failed to complete the scanning session.

When Done is selected on the Scan Station, the Scan Station will go into the Idle state.

• Cancelled — the scanning session has been cancelled. After the

inactivity time period has been reached, the Scan Station will go into the Idle state.

• Preview — the Scan Station Preview feature is in use.

• Sending Fax — the Scan Station is sending a fax. This is only

displayed if the Scan Station is not currently scanning.

• Receiving Fax — the Scan Station is receiving a fax. This is only

displayed if the Scan Station is not currently scanning.

• Powering down — the Scan Station is in the process of a power-

down sequence.

• Rebooting — the Scan Station is in the process of being restarted.

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• Updating — the configuration file or firmware is currently being

updated.

•In Use — when a USB flash drive is inserted, a user is logging in or is

interacting with the Scan Station, this state is displayed.

• Not found — the Scan Station cannot be found on the network (e.g.,

power is turned off).

Refresh Rate — allows you to set the frequency that the application will try and communicate with all Scan Stations.

HTTP Timeout — allows you to adjust the amount of time (in seconds) that the HTTP commands have to complete. If some commands timeout and do not complete, adjust this to a higher value.

HTTPS — turning HTTPS on will encrypt data as it is communicated between the Kodak Scan Station 700 Series - Scanner Administration application and the Scan Station.

Device — provides the following options. Procedures on how to use these functions are described in Chapter 10, Monitoring and Managing Your Scan Stations.

• Retrieve Logs: allows you to save the log files retrieved from the

selected Scan Station.

• Clear Logs: when selected, the following message will be displayed,

Are you sure you want to clear the log files of the selected scanner? If you click Yes, the log files will be cleared.

• Retrieve Transaction Logs: allows you to save the transaction log

file retrieved from the selected Scan Station.

• Clear Transaction Logs: when selected, the following message will

be displayed, Are you sure you want to clear the transaction log files of the selected scanner? If you click Yes, the transaction log files will be cleared.

• Save All Logs: saves all available log files found on the selected

Scan Stations and saves them to the selected directory. The logs will be saved in the selected directory under the Device Name folder of the Scan Station.

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• Details: provides device information about the selected Scan

Stations including network configuration, software versions and page count.

• Update Time/Date: allows you to set the NTP time server for all

selected Scan Stations.

Power Options — provides options for restarting and turning off the selected Scan Stations.

Upload Firmware — displays the Open dialog box which allows you to upload new firmware updates to the Scan Station.

Remote Application Installation — allows you to download a third party application.

Help menu Following is a description of the menu options on the Help menu.

Contents — provides help topics for the Kodak Scan Station 700

Series - Scanner Administration.

Index — provides help topics for the Kodak Scan Station 700 Series - Scanner Administration.

About — displays the About screen for the Kodak Scan Station 700 Series - Scanner Administration application, which provides information about the current version of the software.

Icons The information in Chapters 4-9 outline a step-by-step procedure for

setting up your Scan Stations. Most screens have one or more of the following icons.

Creates a new entity.

Edits an existing entity.

Deletes the selected entity.

Displays the current state of the Scan Station:

•Idle

• Scanning

• Processing images

• Sending email

•Saving

•Printing

• Scan Completed

•Error

• Cancelled

•Preview

• Sending Fax

• Receiving Fax

• Powering down

• Rebooting

• Updating

•In Use

• Not found

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Retrieves, displays and allows the saving of the log file on the selected Scan Station.

Displays and allows the saving of the transaction log file on the selected Scan Station.

Displays detailed information about the selected Scan Station (e.g., software version, IP address, etc.).

Allows you to send the selected configuration to the Scan Station. This option is grayed out if no Scan Stations are accessible by the Kodak Scan Station 700 Series - Scanner Administration application.

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Chapter 4 Configure Device Settings

Device Settings The Device Settings option allows you to configure the Scan Station for

sending emails, sending and receiving faxes, communicating with the Active Directory Server for authentication purposes, creating index templates and setting up Scan Station defaults.

To set up a configuration:

1. Select the configuration that you want to apply settings to or create a new configuration (File>Add).

2. Select Edit>Device Settings.

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Check all options that you want to configure and click Next. The software will step you through each option.

• Device Options — allows you to set the following options:

- Language

- Local Access Password

- Network Destination Credentials

- Network Information

- Automatic Configuration Schedule

- Volume

- Configuration Options

- Date and Time

- Power Saver

• Email Server — for the Scan Station to send documents to email

recipients, you must define how the Scan Station will access your email server (e.g., SMTP, Return Email Address, etc.).

• Active Directory Server — allows you to configure your connection

to the Active Directory Server which allows the Scan Station to authenticate credentials and look up specific user information, such as their home directory on the network.

• Fax — allows you to configure the Scan Station to send and receive

faxes.

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Configuring your device options

This screen allows you to setup the following device options:

Language — click the down arrow to select the language that will be used on the Scan Station display.

Local Access Password — allows you to set a password that controls administrator access to the Scan Station.

Force User

On The user must login into the

Scan Station with their user name and password. The local access password is required to update the Scan Station if a user inserts a USB drive containing a configuration file.

Off Local access password is

required to apply a configuration file at the Scan Station with a USB flash drive containing a configuration file.

It is recommended that a local access password be set to guard against a nonprivileged user from gaining access to administrator functions.

Local Access

Password Set

Local Access Password

Blank (default)

The user will login into the Scan Station with their user name and password. No password is required to update the Scan Station if a USB drive containing a configuration file is inserted.

No access control.

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Network Destination Credentials — when selected, define the Username, Password and Domain required to access network

resources.

NOTE: This is only used for network folders when Force User Login

(on the Active Directory Server screen) is not enabled.

1. Enter the network user name assigned to the Scan Station. For more information see “Network configuration details” on page 9.

NOTE: If you want the Scan Station to have access to network

printers or network shared folders, the credentials provided must have sufficient privileges to access these resources.

2. Enter the password for the network user name in the Password field.

NOTE: This password is only used by the Scan Station and will

never be displayed in readable form. The password is stored in encrypted format.

3. Enter the Microsoft network domain name which the Scan Station will be connected to in the Domain field. In a workgroup environment, this field can be left blank.

Network Information — allows you to define DNS suffixes to search for name resolution.

Automatic Configuration Schedule — the Scan Station can be configured to look for firmware updates and an updated configuration on specific days and times. Select this option to allow your Scan Station to automatically look for an updated configuration.

1. Enter a network folder where the Scan Station will find updated configuration settings.

2. Select which day(s) of the week this operation will be performed.

3. Select the time of day you want your Scan Station to check for

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updates.

NOTE: When updating a configuration using this method, the fields

on the Add Scanner and Modify Scanner dialog boxes will not be updated: Scanner Name, IP Address and Remote Access Password.

Volume (SS500 only) — allows you to adjust the master volume of the Scan Station 500. This will affect the speaker sound from the FAX modem and voice annotation playback.

NOTE: If you do not hear the fax dial tone after changing the volume,

you may need to restart the Scan Station.

Configuration Options — provides the following options

• Allow File Naming — if enabled, allows a user to configure file name

options on both the Scan Station and the Kodak Scan Station 700 Series - Scanner Administration.

• Allow Saving to USB drive — allows you to enable scanning to a

USB drive. This may be useful in more secure environments where tighter control is required.

• Hide Network Folder location — enable this option to provide a

more secure environment by partially hiding the location of the network folder. If this option is enabled, only the end of the network folder path will be displayed on the Scan Station touchscreen. For example: \\server\myfolder will be displayed as: ...\myfolder.

• Fast Scanning (one button press scanning) — allows a user to

scan instantly without waiting for the 10-second delay, the Settings Review screen or the Destination Review screen to be displayed. A message will only be displayed if the scan session was unsuccessful.

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• Allow Voice Annotation — when enabled, allows a user to record a

voice annotation for each batch of scanned documents. By default, this option is enabled.

• Enable Restricted mode (users cannot select or change

destinations) — when enabled, will only allow users to select a predefined job from the Scan Station touchscreen. These jobs cannot be changed by the user.

• Allow SharePoint index field changes — when enabled, allows a

user to change existing index fields.

• Allow Kofax Front Office Server index field changes — when

enabled, allows a user to change existing index fields.

• Log all transactions — the Scan Station can log all transactions (all

activity related to login, scanning and saving to destinations) to a separate transaction file. This file is in XML format and can be downloaded from the Scan Station. This is useful in environments that are security-minded or where transactions are used for billing. By default, all transactions are logged (checked). You can disable transaction logging by unchecking the checkbox.

• Background processing — allows you to select how jobs are

processed. If background processing is selected, all jobs will be submitted to a queue and, by default, be processed in a first in, first out (FIFO) manner. This allows a user to start a second scan job immediately after the first job is scanned, even if the first scan job is still being processing.

• Run the Setup Wizard at next restart — when selected, the Setup

Wizard will run when the Scan Station restarts, which provides a step-by-step procedure allowing you to select configuration options (e.g., time, date, etc.) when the Scan Station is restarted.

NOTE: The Setup Wizard is run from the Scan Station (not the

Kodak Scan Station 700 Series - Scanner Administration application).

• Enable output metadata — with each document scanned, a .xml file

will be created and sent to the destination along with the scan file. A .xsd file that can be used for metadata verification is on the Installation CD.

• Allow email selection in Jobs mode — allows you to display all of

the email destinations that are configured for a Job along with the ability to add additional email destinations using an Active Directory search. This option only works in Jobs mode and appears after the Job begins.

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Date — allows you to set the date format on the Scan Station.

1. From the Date Separator drop-down list, select a symbol to use as a separator in the date format.

2. Select how you want the date displayed on the Scan Station touchscreen by selecting a format (year, month, day) from the Date Format drop-down list.

Time — allows you to set the time format on the Scan Station.

1. Select the Time Zone based on the Scan Station’s location.

NOTE: If Scan Stations are located in different time zones,

separate configuration files will be necessary.

2. If you want the Scan Station to automatically adjust for daylight savings time, check the Daylight Savings check box.

3. Select either 12 Hour or 24 Hour time format from the Clock dropdown list.

4. Select the desired separator symbol that will be displayed in the time format from the Time Separator drop-down list.

5. Select the hours, minutes, seconds of how you want the time format to be displayed: hh:mm:ss, h:mm:ss, hh:mm or h:mm.

Power Saver — use the up and down arrows to set the amount of time the Scan Station needs to be inactive before it goes into power saver mode. The default is 15 minutes.

Depending on the options you selected on the main Device Settings screen, you will have the option of clicking Next which will display the next device you want to configure, or Finish which will return you to the Configuration tab.

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Configuring email settings

For the Scan Station to send documents to email recipients, you must define how the Scan Station will access your email server.

1. Check Email Server and click Next.

2. Enter an IP address or a fully qualified domain name of your SMTP server in the Email Server Address field.

3. If your SMTP server requires it, enter a Username, Password and an optional Domain name for the email server account that the Scan Station will log into.

4. Most email servers communicate on port 25. If your email server communicates on a different port, select the desired port number.

5. Select Authentication Scheme to select the specific SMTP Authentication Scheme used by your email server. Select from the following options:

• Use Strongest

• None

•Plain

• Login

• MD5 Challenge Response

• NTLM

NOTE: Use Strongest will select the strongest available

authentication scheme reported by the email server. For more information on authentication schemes, consult your network administrator.

6. Use the up and down arrows to select the desired Maximum Attachment Size of an email attachment that can be sent successfully (1 to 99 MB in 1 MB increments).

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7. Enter the email address where you want a notification to be sent that an email could not be delivered by the Scan Station in the Return Email Address field. This email address will also be put in the From field on the email.

8. If you want the user to have the ability to enter an email address that is not currently in the address book, check the Allow custom Email Addresses checkbox.

9. If you want the user to have the ability to enter information in the subject line when scanning to email destinations, check the Allow custom Email Subject checkbox.

10.Select the security type to setup a secure connection to your email server. Selections are: None, SSL or Use StartTLS.

• SSL: select this option if your email server requires Secure

Socket Layer (SSL).

• Use StartTLS: select this option if you want to enable a secure

SMTP connection.

NOTE: If selected, make sure your email server is configured to

use StartTLS. If it is not, the Scan Station will fail to send an email.

11. If email notifications of success or failure are required, you can make a selection in the Destination Notification fields.

• Email Address: enter the email address for the destination

notifications. If there is an entry in this field, and the user also enters a notification email address before scanning, the notification will go to both email addresses.

• Prompt for Email Address: if checked, the user can enter a

notification email address before scanning.

• Success: if checked, an email notification will be sent whenever

a destination is successful.

• Failure: if checked, an email notification will be sent whenever a

destination was not delivered successfully.

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NOTES:

• Email destination notifications are sent only when Background

Processing is enabled.

• If Success and Failure are both unchecked, an email notification

will not be sent.

• If Success is checked and you are outputting to several

destinations, you will only receive a success notification if all the destinations were successful. If any one of them fails, a notification will not be sent.

•If Fast Scanning is enabled, the user cannot enter a notification

email address before scanning.

• If the Email Address field is set and the user enters a notification

email address before scanning, notifications will be sent to both email addresses.

• For email destinations, the notification message, “Email

message(s) have been queued” will be displayed.

• For fax destinations, the notification message, “Fax(s) have

been queued” will be displayed.

• Email destinations use the Return Email Address field in the

Email Server settings when an email cannot be delivered.

• Fax destinations use the Fax Notification Email Address field in

the Fax settings when a fax cannot be delivered.

12.Click Test Connection if you want to check to be sure your settings are correct. When finished, a Success or Failure message will be displayed. If the test connection failed, verify that all of your settings are correct and make any necessary changes, until a Success message is displayed.

NOTE: You may need to use the scroll bar to access the Test

Connection button.

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Configuring Active Directory Server settings

If you selected to configure the Active Directory Server, proceed with the following steps. If not, go to the section that describes the next device you want to configure.

The Active Directory Server allows you to setup a central location for network administration and security.

1. Enter an IP address or a fully qualified domain name in the Active Directory Server Address field.

2. If your server requires it, enter a Username, Password and an optional Domain name for the Active Directory Server account that the Scan Station will log into.

3. Most Active Directory Servers communicate on port 389. If your Active Directory Server communicates on a different port, select the desired port number.

4. The Base DN (Distinguished Name), Search Field Tag, Email Address Tag, and Full Name Field Tag are strings that define the search criteria for the Active Directory Server. See your network administrator for the specific format of these strings. When you have the correct format, enter the Base DN, Search Field Tag, Email Address Tag and Full Name Field Tag.

5. In the Home Directory Tag field enter the name of the tag in your Active Directory Server that defines where the user’s home directory is located. This requires the home directory to be defined in your Active Directory Server database.

If Force User Login is checked, when the user logs into the Scan Station, their home directory will automatically be used as their destination.

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6. Enter the Active Directory Server Fax Field Tag for the tag to use when searching the Active Directory Server for fax numbers. For more information, contact your network administrator for the exact string to use (e.g., facsimiletelephonenumber).

7. Select the maximum number of records to display when performing a search from the Search Results To Return field. Select a number from 1 to 1000.

NOTE: You may need to use the scroll bar to access the Security

Type, Force User Login and the Test Connection options.

8. Select the Security Type to setup a secure connection to your Active Directory Server. Selections are: None, SSL or TLS.

• If you select SSL or TLS, the Certificate and Certificate

Password fields will be displayed allowing you to select a certificate file.

• Some certificates require a password. If your certificate requires

a password, enter the password.

9. If you check Force User Login, it requires the user to login before beginning a scan session. At login, the user will have to enter a user name, password and domain. These credentials will be used to access network resources.

NOTE: A default administrator account is available for logging onto

the Scan Station after enabling Force User Login. Initially the Local Access password will be “blank” and it is up to you to set this password to prevent user access to administrative functions. For information on this Local Access password, see “Configuring your device options” on page 33.

10.Check User Home Directory to have the Scan Station automatically create a destination for the logged in user’s home directory (which is extracted from Active Directory). This can be enabled if Force User Login is checked.

11. Check User Email Address to have the Scan Station automatically create an email for the logged in user (which is extracted from Active Directory). This can be enabled if Force User Login is checked.

12.Check Allow Email Search to allow the user to do email searches on the Scan Station when sending to email destinations.

13.Click Test Connection if you want to check to be sure your settings are correct. When finished, a Success or Failure message will be displayed. If the test connection failed, verify that all of your settings are correct and make any necessary changes, until a Success message is displayed.

Depending on the options you selected on the main Device Settings screen, you will have the option of clicking Next which will display the next option you want to configure, or Finish which will return you to the Configuration tab.

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Configuring Fax settings Email to fax is available for all Scan Station 700 series scanners.

If you have a Scan Station 730EX with a modem1, fax settings can be configured to allow the Scan Station to send and receive faxes.

Email to fax If you use an email-to-fax service (e.g., Nextiva), fax settings can be

configured to allow the Scan Station to send email of scanned images to fax destinations over a Local Area Network (LAN).

1. Enter the LAN fax server domain name.

NOTE: This option works only for an email-to-fax service sending

to a fax number on a domain where no login is required.

1.Scan Station 730EX units with a serial number earlier than 52190000 are equipped with a modem. If the back panel of your scanner does not have a modem port, the scanner does not have a modem. See “Rear view” on page 7.

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2. If your Scan Station does not have a modem, click Next. The following screen will be displayed. Click No — you will not be receiving faxes if your scanner has no modem.

Sending faxes from the Scan Station 730EX

3. Click Finish.

NOTE: If your Scan Station does not have a modem, you should ignore

the remainder of this chapter. Configuration settings to send and receive faxes will work only for Scan Stations with modems.

1. In the Device Settings screen, enter a fax number in the Sender’s Fax Number field. This number will be displayed on the banner of outgoing faxes.

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2. If your phone system requires a number to get an outside line, enter the prefix that the user needs to enter, to access an outside line (e.g., 9 is frequently used and a comma “,” may be used to insert a pause) in the Outside Line Prefix field. Each comma pauses the dialing sequence for about 3 seconds. You can use multiple commas to increase the pause time, for example “9,,,”.

3. Select Modem Country Code to display a list of countries and the associated codes that configure the modem for use in the selected country.

4. Enter the number of times the Scan Station will attempt to send a fax in the Fax Failure Retries field.

5. Enter the number of minutes the Scan Station will wait between attempting to send a fax in the Delay Between Retries field.

6. If you want someone to be notified every time a fax is sent (Success or Failure), enter the email address of the person/group who should be notified in the Fax Notification Email Address field.

7. Check Allow Fax Notification if you want the user to be able to specify an email address, printer or both for Success and Failure notifications. Refer to the following table for how the Fax Notification Email Address and Allow Fax Notification work together.

Fax Notification

Email Address

field

If specified

If left blank

Allow Fax Notification

Checked

• Notification will be sent to the email address specified in the

Fax Notification Email Address field.

• The user will also be able to enter an email address on the Scan Station before scanning; if an email address is entered, a notification will be sent to the address as well.

• The user will be able to enter an email address on the Scan Station before scanning; if an email address is entered, a notification will be sent to the address.

Allow Fax Notification

Unchecked

• Notification will be sent to the email address specified in the Fax

Notification Email Address field.

• No notifications will be sent.

NOTE: Fax/Printer notifications can only be configured after

destinations have been defined and at least one printer has been defined. For information about setting up a printer see the section entitled, “Setting up a printer destination” in Chapter 7.

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8. Check Allow Custom Fax Numbers if you want the user to be able to enter a fax number on the Scan Station.

9. Select the Maximum Port Speed supported by your fax connection.

10.Check Wait for Dial tone before dialing if required.

11. When you have finished entering information on this screen, click Next. The following screen will be displayed. If you do not want to allow the Scan Station to receive faxes, click No.

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Receiving faxes at the Scan Station 730EX

1. If you want your Scan Station 730EX to receive faxes1, click Yes in the screen above, and then select Next. You will be able to enter settings for incoming faxes.

2. Enter the required information in the Incoming Fax Configuration fields. Enter one or more of the following destinations:

• a fully qualified path name to the Network folder where the

incoming fax will be saved.

•the Email address of the person/group where the incoming fax

will be delivered.

•the Printer name where the incoming fax will be sent for printing.

•the FTP site where the incoming fax will be saved.

NOTES:

• If you configure the Scan Station to receive incoming faxes, you

must define at least one of the above destinations; otherwise the faxes will not be delivered.

• In order for faxes to be routed to a printer, network folder or FTP

site, these destinations must be created in advance before they may be selected.

3. Check Save as PDF if the incoming fax will be saved as a PDF file.

4. Click Finish.

1.Available only for Scan Station 730EX units with a serial number

earlier than 52190000.

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48 A-61796 June 2017

Chapter 5 Define Scan Settings

Scan Settings provide basic image processing settings, such as, color/ grayscale/black and white, output file format, compression, and some advanced options like Hole Fill, Streak Filter, etc.

To define scan settings

1. Select Edit>Scan Settings.

The Setup Scan Settings screen will be displayed.

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2. Click the Add icon. The following screen will be displayed.

3. Make selections from any of the categories (e.g., Black and White Settings, Advanced Settings, etc.).

NOTE: For a detailed description about the options, see the

sections that follow.

4. When finished making selections, click Next.

5. Enter a name in the Scan Settings Name field that describes this scan setting.

6. Click Finish.

7. Click Finish.

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Scan Settings Scan Settings

Scan As — select how you want documents to be scanned. Selections are: Color, Grayscale, Black and White.

File Type — select one of the following options:

• JPEG: this option is only available for Color or Grayscale. If your

Scan As selection is Black and White and JPEG is selected, your Scan As selection will automatically change to Color.

• TIFF - Single Page: creates multiple files, one for each side of a

scanned page.

• TIFF - Multi Page: creates one file that contains all of the scanned

pages.

NOTE: The compression setting depends on the Scan As selection.

If the Scan As selection is Black and White, select a compression setting from the Black and White Settings. If the Scan As selection is Color or Grayscale, select a compression setting from the Color Settings.

• PDF: creates a PDF document. See “PDF Settings” on page 61 for

more information.

• DOC: creates a Microsoft Word document.

• RTF: creates a Rich Text Format file which can be read by a number

of applications.

• XLS: creates a Microsoft Excel spreadsheet.

NOTES:

• When scanning to DOC, RTF and XLS, optical character recognition

is performed on the scanned image. The .doc, .rtf or .xls file produced is based on the OCR results; therefore, the result may not be identical to the original.

• When you select DOC, RTF or XLS, the Language option will be

displayed. Select the language you want used to generate the file.

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Input Type — select one of the following options:

• Two Si ded: the Scan Station will scan the front and back in a single

pass.

• One-Sided - Face Down: if you select this option, the documents

must be put in the input tray face down (the side you want to scan facing the input tray).

• One-Sided - Face Up: if you select this option, the documents must

be put in the input tray face up (the side you want to scan facing toward you).

Resolution (DPI) — select 100, 150, 200, 240, 300, 400 or 600 dpi. Higher resolutions produce better quality images, but larger file sizes.

NOTE: If the Document Type is PDF, this resolution setting is ignored

because the PDF resolution setting is used.

Document Type — select one of the following options:

• Text with Graphics: the documents contain a mix of text, business

graphics (bar graphs, pie charts, etc.) and line art.

• Text: the documents contain mostly text.

• Photographs: the documents contain mostly photographs.

Black and White Settings

Cropping — select one of the following options:

• Automatic: automatically detects the border of an image and

straightens it if necessary.

• Aggressive: automatically detects the border of an image,

straightens it if necessary, and eliminates any residual black border on any image edges. In order to achieve this, there is a possibility that a small amount of image data from the edge of the document may be lost.

Post Scan Rotation — select None or Automatic. If you select Automatic, the Scan Station will analyze each document to determine

how it was fed and rotate the image to the proper orientation.

The Black and White settings will be grayed out, if your Scan As selection is Color or Grayscale.

Compression — you can select None or Group 4.

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Conversion Quality —allows you to select Best (iThresholding) or Normal (ATP).

• Best (iThresholding) — the Scan Station dynamically evaluates

each document to determine the optimal threshold value to produce the highest quality image. This allows scanning of mixed document sets with varying quality (such as faint text, shaded backgrounds, or color backgrounds) to be scanned using a single setting thus reducing the need for document sorting. When Best is selected, only Contrast can be adjusted.

• Normal (ATP) (Adaptive Threshold Processing) — separates the

foreground information in an image (e.g., text, graphics, lines, etc.) from the background information (i.e., white or non-white paper background). When Normal is selected, you can adjust both Threshold and Contrast.

Contrast — adjusts the amount of the image foreground which is kept or attenuated. Decreasing this setting will reduce the amount of noise at the expense of possibly losing faint text. Increasing this setting will help make faint text more visible at the expense of creating more noise.

Threshold — aids in controlling the level at which a pixel is considered black or white. Decreasing this setting will make the image appear lighter, and can be used to subdue background noise. Increasing this setting will make the image appear darker, and can be used to help pick up light information. This options range from 0 to 255.

Color Settings

Noise Filters — select one of the following options:

• Lone Pixel: reduces random noise by converting a single black pixel

to white when it is completely surrounded by white pixels or by converting a single white pixel to black when it is completely surrounded by black pixels.

• Majority Rule: sets each pixel based on its surrounding pixels. The

pixel will become white if the majority of the surrounding pixels are white and vice versa.

Image Filters — you can select None or Halftone Removal. Halftone Removal enhances dot matrix text and images with halftone screens (e.g., newspaper photographs).

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Compression — select JPEG, None or LZW. JPEG creates multiple files, one for the front and back of a page. If JPEG is selected, you can select a Quality option of: Draft, Good, Better, Best or Superior.

NOTE: LZW is only available if TIFF: Single Page or TIFF Multi Page

is selected for the File Type.

Quality — allows you to select a Draft, Good, Better, Best or Superior quality option. When saving a file as PDF, predefined

resolution settings will be used when selecting Good (150 dpi), Better (200 dpi), and Best (300 dpi). The Scan Station dpi settings will not be used when scanning in PDF mode.

NOTE: The quality settings impact the final size of the file (Draft

producing the smallest file size and Superior producing the largest file size).

Brightness and Contrast — you can select None, Automatic or Manual. If you select Automatic, the Scan Station will select the values

to use. If you select Manual, you can set specific values that will be used for all images:

• Brightness: changes the amount of white in the color or grayscale

image. The values range from 1 to 100.

• Contrast: enhances or diminishes the differences between light and

dark pixels.

NOTE: If you are scanning documents with faint text added for security

and dark text that you want to keep for OCR, decrease this setting.

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Color Balance — select one of the following options:

• None

• Automatic: adjusts the white background of each document to pure

white. This option compensates for the variations that occur between different weights and brands of paper. This is not recommended for use with photographs.

• Automatic - Advanced: for advanced users that want to further

adjust the Automatic option.

- Aggressiveness: allows you to adjust the extent of the variation.

Increasing this value can help with documents that have yellowed due to age. The values range from -2 to 2.

• Manual: allows you to set specific values that will be used for all

images:

- Red: changes the amount of red in the color image. The values

range from 1 to 100.

- Green: changes the amount of green in the color image. The

values range from 1 to 100.

- Blue: changes the amount of blue in the color image. The values

range from 1 to 100.

NOTE: Color Balance is not available for grayscale images.

Sharpen — controls the enhancement of edges in the document. Options include: None, Normal, High and Exaggerated.

Background Smoothing — using this option for documents or forms with a background color will help produce images with a more uniform background color. This option improves image quality and may reduce file size.

• None

• Automatic: smooths up to three background colors.

• Automatic - Advanced: for advanced users that want to further

adjust the Automatic option.

- Aggressiveness: allows you to adjust the extent to which the background(s) are determined. The values range from -10 to 10.

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Advanced Settings

Hole Fill: allows you to fill in the holes that are around the edges of

your document. The types of holes that are filled include: round, rectangular, and irregularly shaped (e.g., double-punched or those having a slight tear that could have occurred when the document was removed from a binder).

Blank Image Detection: used to detect blank pages (e.g., the back side of a document), so these pages can be discarded. If you select this option, you can select Based on Document Content where you can select an aggressiveness value where document images that fall below the value will be discarded.

Image Edge Fill: fills the edges of the final electronic image by covering the area with the selected color.

• None

• Automatic: the scanner will automatically fill the edges of the image using the surrounding color.

• Automatic - include tears: in addition to filling the edges, the Scan Station will also fill in tears along the edge of document.

• White: allows you to enter values for the Top, Bottom, Left and Right margins.

• Black: allows you to enter values for the Top, Bottom, Left and Right margins.

Streak Filter: allows you to configure the Scan Station to filter vertical streaks from your images. Streaks are lines which may appear on an image and are not part of the original document. Streaks may be caused by contaminants on your documents (e.g., dirt, dust or frayed edges) or by not following the recommended cleaning procedures for your Scan Station. Click Streak Filter to turn this option on where you can select an Aggressiveness value which allows you to adjust the extent at which the streaks are filtered. The values range from -2 to 2.

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Color Dropout — used to eliminate a form's background so that only the entered data is included in the electronic image (e.g., remove the form’s lines and boxes). For black and white images, these settings affect the grayscale version of the document which the Scan Station analyzes to produce that electronic image. This option is only applicable for grayscale and black and white images. Select one of the following options:

• None

• Multiple: drops colors other than dark shades (e.g., black or dark blue ink)

• Predominant: drops the predominant color

•Blue

• Green

•Red

NOTE: When you select Multiple or Predominant, you can adjust

the Aggressiveness value to the extent at which colors are dropped. The values range from -2 to 2. The default is 0.

Combine Front and Back Images — typically one image is created for a document the front side and another image is created for the back side. Turn this option on if you want one image that contains both the front side and back side of the document. Select one of the following options:

• None

• Front on Top: front side will be above the back side within the image.

• Front on Bottom: back side will be above the front side within the image.

• Front on Left: front side will be to the left of the back side within the image.

• Front on Right: back side will be to the left of the front side within the image.

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Auto Color Detection — the scanner can detect color pages and automatically save a color (or grayscale) image instead of black and white, for just the color pages.

• Low: image/page requires only a small amount of color to be saved as color/grayscale, e.g. primarily black text with small logos.

• Medium: image/page requires more color, as compared with the Low option, before being saved as color/grayscale.

• High: image/page requires more color, as compared with the Medium option, before being saved as color/grayscale. Used for distinguishing images containing medium- to large-size colorful photos from plain black text. Photos with neutral colors may require adjustments to the Color Threshold or Color Amount values in order to be captured correctly.

• Custom: allows you to manually adjust the Color amount and/or

Color threshold.

- Color amount — the amount of color that needs to be present in a page before it will be saved as either color/grayscale. As the value of Color Amount increases, more color pixels are required. Valid values are 1 to 200.

- Color threshold — the color threshold or saturation (i.e., pale blue vs. dark blue) at which a given color will be included in the color amount calculation. A higher value indicates that a more intense color is required. Valid values are 0 to 100.

NOTE: When setting Auto Color Detection values, it is suggested

that you start with the Medium option and scan a typical job set. If too many images were returned as color/grayscale vs. black and white, then change to the High option and re-run the job. If too few images were returned as color/grayscale vs. black and white, then change to the Low option and rerun the job. If none of these options provide the desired result, select Custom to manually adjust Color Amount and/ or Color Threshold.

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Multifeed Ultrasonic Detection — multifeed detection aids in document processing by detecting documents that may go through the feeder overlapped. Multifeeds can happen due to stapled documents, adhesives on documents, or electrostatically charged documents. Check this option if you want to enable a Multifeed Response when a multifeed is detected.

• Multifeed Sensitivity — controls how aggressively the scanner will work to determine if more than one document is fed into the scanner. Multifeeds are triggered by detecting air gaps between documents. This allows multifeed detection to be used with job sets containing documents with mixed thicknesses.

- Low: least aggressive setting and is less likely to detect labels, poor quality, thick or wrinkled documents as multi-fed documents.

- Medium: use if your job set has varying document thicknesses or labels attached to the document. Depending on the label material, most documents with labels should not be detected as a multi-fed document.

- High: the most aggressive setting. This is a good setting to use if all documents have a thickness no greater than 20-lb. bond paper.

NOTE: Regardless of the setting, “sticky” notes may still be detected

as multi-fed documents.

• Multifeed Response — select what action you want the Scan Station to take when a multifeed is detected. With all options, the condition will be logged in the Scan Station.

- Continue Scanning: the Scan Station will continue to scan.

- Stop Scanning: scanning will stop and you will have to option to continue scanning or cancel the batch. Verify that the paper path has been cleared and restart the scan session from the scanning application.

Maximum Document Length (in.) — allows you to select the maximum length of the documents in your job. If the Scan Station detects a document longer than this value, it will determine that a paper jam has occurred. The default is 14 inches. Maximum length is 160 inches; minimum length is 2.5 inches.

Reverse Page Order — if enabled, the Scan Station will reverse the order of the scanned images from the order in which the documents were scanned.

Allow Adding Pages To Scan Job — when enabled, the user can continue to add pages to a scan job. After all pages in the input tray have been scanned, a message will be displayed asking if they want to add more pages. If the user selects Yes, the additional pages will be scanned and the message will be displayed again until the user selects No, or the 30-second timeout has occurred.

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Barcode Type — select a barcode type.

Barcodes are read anywhere on the front and back of a document. The read order is left to right, top to bottom in both horizontal and vertical orientations. A maximum of 10 barcodes are read on each side of a document.

NOTES:

• Barcode accuracy is highly dependent on the quality of the scanned image. Higher resolution and larger barcodes will increase accuracy. Recommended scanner settings are 300 dpi, black and white or grayscale. If your output type is PDF, the Best quality setting should be used. Image compression may also affect accuracy. Choose the minimum compression, or uncompressed, to increase read accuracy.

• If you define an Index Template, the values set in the index template will override any options selected here. See “Chapter 6 Index Templates” on page 65 for more information.

Select the barcode type(s) from the Barcode Type list that match the barcodes on the documents to be scanned. Barcode data read when a document is scanned will be saved as metadata to a corresponding .xml file. A .xsd file has been provided on the Installation CD to validate the metadata file for integration into your back-end system.

NOTE: You must check Enable output metadata in Device Settings to

create the output metadata file.

Available barcode types are:

• Code 3 of 9

• CODABAR

• Interleaved 2 of 5

• Code 128

•UPC-A

•UPC-E

• EAN 8

• EAN 13

• PDF-417

NOTE: Selection of multiple barcode types may affect throughput

performance.

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PDF Settings

Quality — allows you to select a Good, Better or Best quality option.

When saving a file as PDF, predefined resolution settings will be used when selecting Good (150 dpi), Better (200 dpi), and Best (300 dpi). The Scan Station dpi settings will not be used when scanning in PDF mode.

Searchable — creates a single- or multi-page document that contains both text and image data. OCR (Optical Character Recognition) technology is used to extract text information from the scanned image data. When you select this option, the Language option is displayed. Select the language you want used to generate the PDF file.

NOTE: This option specifically turns on OCR. OCR can also be enabled

by selecting XLS, DOC and RTF output.

Single Pages — creates a PDF file for every page scanned. If scanning a two-sided document, a separate file will be created for both the front and back page.

Secure — allows the user to enter a password that will be used to encrypt the file before the file is delivered. The password will be sent in a separate email when Email is one of the destination selections.

Compatibility — this option is specialized for the digital preservation of electronic documents and is used if you want to generate a PDF that will be used for long term needs. Select the desired PDF option from the drop-down list.

NOTE: PDF/A and Secure are mutually exclusive.

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Filename Settings

File Name Settings allow you to define values that determine the locations (directories or subdirectories) and file name used when creating scanned documents. You might want to:

• Define a folder name where scanned documents will be placed when scanning to a network folder, FTP location or USB drive destination.

• Define a file name prefix that will be applied to every scanned document created. Scanned documents are created with this prefix.

• Allow user input of other text to include in the file name, based on the specific documents being scanned.

• Include a date and time stamp in the file name.

For example, if you define a prefix of receipts with a date and time stamp, and a folder name of 2012, the scanned document file name will have the format: receipts_20120117_092219.tif and is placed in a folder called 2012.

• Device Name — allows you to use the Scan Station name in the file name or as part of the file path.

• User Name — the user name of the person logged into the Scan Station. If Force User login is disabled (not required to login to the Scan Station), the User name will be blank.

• Job Name — the title that is displayed on the Job button selected when using the Jobs screen. If working with the walk-up Scan Station, the Job name will be blank. This is not a valid selection if you have not defined a job. For more information see “Chapter 9 Create Jobs” on page 109.

• Date — allows you to enter the date in the file name or as part of the file path.

• Time (hhmmssff) — allows you to add the time (hhmmssff) in the file name or as part of the file path.

• Sequence Number — allows you to use a sequence number in the file name or as part of the file path.

• Text — allows you to type in text that will be used in the file name or as part of the file path. This is limited to the maximum characters allowed by the target operating system.

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• User Input — causes the Scan Station to prompt for file name input when a user scans with this job; the value entered by the user becomes part of the file name.

• Directory Separator — allows you to use a separator in the file name or as part of the file path.

NOTES:

• Use the up and down arrows to reorder the items in the boxes.

• When entering values, the sample file name will be displayed in the text box at the bottom of the screen.

• When you select Text , Date or Sequence Number additional selections will be displayed on the right.

• At least one entry must always be in the File Name field.

• If you defined an Index Template, the values set in the index template will override any options selected here. For more information, see “Chapter 6 Index Templates” on page 65.

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Chapter 6 Index Templates

This chapter provides procedures for using the Index Template to define barcode and OCR regions and then use them to create a path and file name.

An index template is used to define index fields on a document to be scanned. The index fields contain information that can be used to classify, sort, or store the scanned documents in a particular order (referred to as indexing). The index fields will either be one or more barcodes and/or one or more areas of text (OCR data). The index template also allows you to specify how to use the index field from a defined region in a file name or directory path.

An index template allows you to specify where the barcode and OCR is on the document and where to use the information when creating the path and file name for the scanned document.

Index templates are used in conjunction with Jobs (see “Chapter 9 Create Jobs” on page 109 for more information). A Job will be set up to process each type of form along with any documents related to that form. For example, one job may be setup to process an insurance form, another job may be setup to process an invoice form, etc. An index template would be defined for each unique type of document (form) and then associated with the job configured to scan and process that form.

Each index template is associated with one form.

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Creating an index template

The steps below describe how to set up an index template. See the sections that follow for field and icon descriptions on each of the Index Template screens. There are two Index Template Settings screens: one screen is where you add, edit and delete index templates; the other screen is where you define the name of the index template.

1. Scan a representative document for each type of unique document

(form) that you want to define a barcode or OCR index.

2. Select Edit>Index Templates. The Setup Index Templates screen

will be displayed. If index templates have already been defined, they will be listed on this screen, otherwise the screen will be blank.

3. Click the Add icon . The Index Template Settings screen will be

displayed.

4. Select the Index Field Editor icon to create a barcode and/or

OCR index fields The Index Field Editor screen will be displayed.

5. Click the Open Image icon . The Select Image dialog box will

be displayed.

6. Select one of the scanned documents you scanned in Step 1 that

you want to apply an barcode/OCR region to. When the image is selected, it will be displayed in the image window on the Index Field Editor screen.

7. Determine if you want to create a barcode or OCR region.

• If you want to define a OCR region, click the OCR icon .

• If you want to define a barcode region, click the Barcode

icon .

When the icon is clicked, a cross hair is displayed. Move the cross hair to the area you want to select, click and hold the left mouse button, drag the cross hair across the part of the image you want and release the button. Depending on your selection the Barcode (or OCR) Field Properties screen will be displayed.

NOTES:

• If you want to change the location of the index field, click inside the field and drag it to a new location.

• If you need to change the size of an index field, click one of the red handles and drag it to adjust the size.

• If an index field is selected, the Barcode and OCR icons will be disabled. Click anywhere outside of an index field to enable these icons.

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8. Define the barcode or OCR region on the Barcode Field Properties screen or the OCR Field Properties screen and click Done. The Index Field Editor screen will be redisplayed with the index(es) and index field properties you set up. Click OK. The Index Template Settings screen will be displayed.

9. Define your File Name Settings by selecting the values from the drop-down list and click Next.

10.When the Index Template Setting screen is displayed, enter the desired template name in the Index Template Name field and click Finish to return to the Setup Index Templates screen. The index template you created will be displayed.

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Setup Index Templates screen

The Setup Index Templates screen displays any index templates that have been previously defined and allows you to add, edit and delete index templates.

Icon Description

Displays the Index Template Settings screen, which allows you to add an index template.

Allows you to view or edit the selected index template.

Allows you to delete the selected index template.

Index Template list — displays the index templates that have been created.

Cancel — closes the Setup Index Templates screen and returns you to the Kodak Scan Station 700 Series - Scanner Administration main screen.

Previous, Next, Finish — not available on this screen.

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Index Template Settings screen

The Index Template Settings screen allows you to create and maintain index fields.

Index Settings

Icon Description

Index Field Editor icon displays the Index Field Editor screen where you can create a barcode or OCR index field(s) for your index template.

Allows you to delete the selected index field.

Allows you to view or edit the selected index field.

• Index box — displays the index fields that have been created for your

index template.

• Page Count Separation — allows you to separate documents based

on number of pages. If page count separation is enabled then separation based on a barcode cannot be enabled.

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File Name Settings

Icon Description

Allows you to add the file name value that is currently displayed or selected in the File Name Settings drop-down list to your file name path. Any indexes that you have defined will also be displayed in the list.

Allows you to delete the selected index field.

File Name Settings field — allows you to define values that determine the locations (directories or subdirectories) and file name used when creating scanned documents. You can define a folder name where scanned documents will be placed when scanning to a network folder, FTP location or USB drive destination. Click the down arrow to display a list of values that you can add to your file name path. You must make at least one entry in this field.

• Device Name — uses the Scan Station name in the file name or part

of the file path.

• User Name — uses the logged-in user name in the file name or part

of the file path.

• Job Name — uses the job name in the file name or part of the file

path.

• Date — allows you to enter the date in the file name or part of the file

path.

• Time (hhmmssff) — adds the time (hhmmssff) in the file name or

part of the file path.

• Page — uses a page number in the file name or part of the file path.

• Sequence Number — uses a sequence number in the file name or

part of the file path.

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• Text — allows you to enter any text that will be used in the file name

or as part of the file path. This is limited to the maximum characters allowed by the target operating system.

• User Input — causes the Scan Station to prompt for file name input

when a user scans with this job; the value entered by the user becomes part of the file name.

• Directory Separator — uses a separator as part of the file path.

• Indexes — these are the names that you defined when you

configured your barcode and/or OCR regions which you can use in the file name or as part of the file path.

NOTES:

• Use the up and down arrows to reorder the items in the boxes.

• When entering values, the sample file name will be displayed in the text box at the bottom of the screen.

• When you select Te xt , Date or Sequence Number additional selections will be displayed on the right.

• At runtime, invalid file name characters will be replaced by a ‘’?’’.

• At runtime, file names cannot exceed 256 characters in length.

Cancel — closes the Index Template Settings screen and returns you to the Setup Index Templates screen.

Next — goes to the next Index Template Settings screen where you can enter a name for this index template.

Finish — saves your selections and returns to the Setup Index Templates screen.

NOTE: If you are setting up a new index template, Finish will not be

available, you must click Next to name your index template.

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Index Template Settings (name) screen

The Index Template Settings (name) screen will be redisplayed after you configure your index template values where you will enter an Index Template name.

Cancel and Finish — returns to the Index Setup Template screen.

Previous — returns to the previous screen.

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Index Field Editor screen

Use this screen to create barcode and/or OCR index fields.

Icons

Open Image: displays the Select Image dialog box where

you can select a JPEG or TIFF image to apply an OCR and/ or barcode region to.

View icons: select the Zoom In, Zoom Out or Actual 1:1 icon to view the image at the desired viewing size.

Edit: displays the OCR Field Properties or Barcode Field Properties screen where you can make changes to the selected index value.

Delete: deletes the selected index value.

Barcode: displays the Barcode Field Properties screen

where you can set up the properties of a barcode index field.

Index: displays the OCR Field Properties screen where you can setup the properties of an OCR index field.

Index box — displays any index fields that you have defined for this index template.

Viewer area — when an image is selected, it will be displayed in the Viewer area of the Index Field Editor screen where you can select an area to apply an OCR and/or barcode region to.

Properties box — displays the options that you selected on the Barcode Field Properties and/or OCR Field Properties screen.

OK — saves your changes and returns to the Index Template Settings screen.

Cancel — closes the Index Field Editor screen without saving any changes.

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Barcode Field Properties screen

The Barcode Field Properties screen allows you to set up a barcode index field and this screen can be accessed by releasing the mouse button after drawing the region around the desire barcode field or by selecting the Edit icon on the Index Field Editor screen.

• Field Name — the barcode field must have a name in order to save it. This name identifies the barcode field and is displayed in:

- the Index list in the Index Field Editor.

- the Index list in the Index Template Settings screen.

-the File Name Settings drop-down list.

• Default Value — the value entered in this field will be used if the barcode cannot be read or is missing.

• Type — lists the types of barcodes that are available. Only one barcode type can be selected. The following barcode types are supported:

Code 3 of 9 UPC-E

CODABAR EAN-8

Interleaved 2 of 5 EAN-13

Code 128 PDF-417

UPC-A

• Verify Checksum — check this box if the barcode contains a checksum character. Checksum characters help ensure the accuracy of barcode reading. Not all barcode types support checksum verification. Barcode types that optionally support checksum verification include: Code 3 of 9, CODABAR and Interleaved 2 of 5.

Some barcode types such as, PDF-417, UPC and EAN have a builtin checksum capability that cannot be disabled.

If Verify Checksum is not checked for barcodes containing a checksum, the checksum value (usually the last character of the barcode) will appear in the barcode value; otherwise, the check digit will remain hidden.

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If checksum verification fails during scanning, a barcode value is not generated. Some barcode types, such as Code 128, have mandatory checksum characters. The code is always present and must be correct for the value to be read. Other codes have optional checksum characters which then add an additional character when present.

To read invalid Code 128 symbols, you can select the Minimum Partial Length option. It will report the data characters even if checksum fails. The invalid checksum will not be returned. When the barcode has an optional checksum, it will not be validated by the software.

Selecting Minimum Partial Length for a barcode with an optional checksum will return what it finds, whether it is good or bad. Occasionally, a barcode will return the correct result but the checksum fails.

• Minimum Length — enter a minimum length of the barcode value in this field. The default minimum length is 6. It is recommended that the minimum length be set at 6 or less in order to retain barcode values in cases of a partial reading.

• Minimum Partial Length — enter a value in this field if you want to generate a barcode value, even if it is incomplete. This is useful for barcodes that are only used for document separation where the absolute value is less critical.

NOTE: Minimum Partial Length should not be used when Verify

Checksum is checked, as this may result in a barcode value being generated when checksum verification fails.

• Confidence — enter a number in this field to restrict what is considered to be a successful barcode read. For example, the higher the value that is entered, the chance of misreading barcodes will be reduced. Confidence values range from 0 (any confidence) to 100 (absolute certainty).

• Orientation — specify the orientation of the barcodes in the document. Selections are: Horizontal, Vertical and Horizontal and Horizontal.

• Filtering — when reading barcodes from fax machines or other devices that may have CCD pixel dropout, applying a filter may help the read rate if bars are missing pixels. Selecting Filter1 will fill a gap in a bar of 1 pixel. Filter2 will fill a gap of 2 pixels, etc.

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• Separation — allows you to use a barcode as an indicator to create a new document. This document is referred to as a “separator document”. Separation can only be selected for one index.

- None

- Create a new document — the separator document and all

following documents are separated into a new document.

- Delete Page — all documents following the separator document

are separated into a new document. The separator document is deleted. This is important when the separator document is used for the purpose of document separation and does not contain any significant information. The barcode, however, is still available for indexing. However, if Delete Page is enabled, and Enable output metadata (Device Settings/Configuration Options) is also enabled, the bar code from this deleted page will not show up in the xml file.

- Delete duplex page — deletes the separator document and the

following page when scanning two-sided documents. This is important when a separator document is used for the purpose of document separation and does not contain any significant information. The barcode, however, is still available for indexing. However, if Delete duplex page is enabled, and Enable output metadata (Device Settings/Configuration Options) is also enabled, the bar code from this deleted page will not show up in the xml file.

NOTE: Do not enable Blank Page Detection when using the

Delete duplex page option.

• Quality — If desired, select a quality setting between Worst and Best. The highest quality barcodes are printed by a laser printer or pre-printed with an offset printer. Lower quality barcodes are printed with inkjet or dot-matrix technology. Depending on the quality of barcodes being scanned, set the Quality level accordingly. The higher the quality setting, the faster the barcode read performance.

Done — saves your barcode index fields and returns to the Index Template Settings screen.

Cancel — closes the Barcode Field Properties screen and returns you to the Index Template Settings screen without saving your changes.

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OCR Field Properties screen

The OCR Field Properties screen allows you to set up an OCR index field. This screen can be accessed by releasing the mouse button after drawing the region around the desire OCR field or by selecting the Edit icon on the Index Field Editor screen.

• Field Name — enter the name of the OCR field. The OCR field must have a name in order to save it. This name identifies the OCR field and is displayed in:

• the Index list in the Index Field Editor.

• the Index list in the Index Template Settings screen.

•the File Name Settings drop-down list.

• Default Value — the value entered in this field will be used if the OCR index field cannot be read or is missing.

• Language — select the appropriate language from the drop-down list to ensure that special language-specific characters (e.g., ç or ü) will be recognized.

Done — saves your OCR index values and returns to the Index Template Settings screen.

Cancel — closes the OCR Field Properties screen and returns you to the Index Template Settings screen without saving your changes.

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Use cases Following are some use cases where barcode detection can be useful.

There could be many variations on these cases but these should be helpful in understanding how Scan Station uses barcode detection.

Car dealership

A car dealership has 20 locations and a key part of its business depends on processing car loan applications. The customer is usually waiting in the lobby for the approval. A car loan application is done on a standard paper form which contains a unique barcode. Supporting documentation such as a copy of a driver's license, taxes, proof of income or residence can also be provided.

Problem

The salesperson fills out the application with the customer and faxes it to the corporate office. The salesperson calls the corporate office to be sure it arrived and is being processed. The image quality of the fax is frequently poor and rescans are common because settings are not preset. Therefore, the salesperson spends their time trying to keep the customer from leaving the dealership and calling the corporate office to determine a decision on the loan.

Solution

Using a Scan Station a Car Loan job is configured to have the correct scan settings and destination. The salesperson walks up to the Scan Station with the loan application and supporting documentation, scans the document(s) in the correct order and selects the preconfigured Car Loan button. The job is setup to scan a region of interest on the image for a barcode. The barcode is scanned and the value is used to uniquely name the file (Car Loan Number).

The output filename is formatted such as:

Dealership1-Salesperson1-CarLoanNumber.pdf

The destination is an email address at Corporate Finance.

The salesperson sees the job is scanned and has completed successfully. They turn their attention to the customer and a few minutes later a text message from Corporate Finance arrives indicating the loan application is being processed and should be completed within 30 minutes.

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Shipping Company

Problem

A shipping company has hundreds of locations that accept packages for foreign shipment and needs to scan documents that accompany shipments for Customs. The scanned documents are sent to a central location which prepares bills of lading so when packages arrive, they can go directly on planes that will travel to foreign locations. In the past, the shipping company tried using multi-function printers (MFPs) but the interface was difficult to use, the image quality was poor and the MFP was not dedicated to this task.

The first page of each shipment request is a standard form the customer fills out and contains a unique barcode. Supporting Customs documentation is usually provided (letters of package description, ECCN, government mandated extras, etc.). When the form is filled out, a shipping company employee types in the destination address and contact information, then scans the barcode on the shipment request to associate it with the record they are creating. At this point, for example, the employee would know the package is going to Brazil.

The foreign shipment request and supporting documentation is scanned and the images are sent to the international desk. There, the paperwork will be processed to ensure it complies with foreign country customs and to create the bill of lading. The paperwork is sent with the physical package and will travel together to the destination country customs. On receipt of the package at the shipper’s hub, the paperwork is checked against the bill of lading that was sent ahead of the package. The goal is to have no exception processing in 95% of the cases so the packages can ship overnight.

Solution

Using a Scan Station a Foreign Shipment job is configured with the correct scan settings and destination. The destination will be a secure FTP server at the corporate office. The document will be saved as a multipage TIFF file.

The path and filename will be used to identify the document, for example:

ftps:\\corporateserver\ShippingCoLocation\ScanStationName\Date\Forei gnShip-[barcode].tif

The shipping company also requires an accompanying XML file to be created with the same file name prefix as the multipage TIFF file. This file will contain the barcode value, the final destination, the shipper's name, address and account number, the number of pages in the document and the creation timestamp of the multipage TIFF. The final destination, shipper’s name, address and account number derive from a database query using the barcode value as the search key.

On the server side, when the company sees the multipage TIFF and XML files in an SFTP directory, it knows that the copy operation is complete. The files are then copied to a different location, parsing the XML, comparing to the image document, logging the transaction and deleting the multipage TIFF and XML files from the SFTP directory.

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Hotel Management Company

Problem

A company owns over 100 hotels in 70 countries around the world. The manager of each hotel can authorize discounts on the services they provide to their guests but must record the discount for operations, tax and governance reasons. For each discount an invoice for the hotel's services is altered (in handwriting) by the general manager and signed by a customer. The invoice is then scanned and sent to accounting at the corporate office while a record of the transaction is recorded in the local hotel's daily ledger. By law, all discounts must be justified back to corporate and all books aligned in 24 hours or less.

Solution

The invoice is usually a one-page document with a unique barcode. The discount is written by hand, the customer signs acknowledgement of receipt of the discount, the altered invoice is scanned and the image is sent to the corporate office.

A single page JPEG is sent to an SFTP destination where the directory name needs to vary at the time of the scan, based on the hotel location, machine name, the user who is scanning and barcode value of the invoice and date/time.

Example:

sftp:\\corporate-server\discounts\country\hotellocation\machine-name\user\barcode value-datetime.jpg

In most cases, each invoice will be a single page. In 5% of the cases, the invoice may be two pages or more. In these cases, the file name should be the same as the first, but with a sequential suffix added.

Example:

sftp:\\corporate-server\discounts\country\hotellocation\machine-name\user\barcode value-datetime.jpg

sftp:\\corporate-server\discounts\country\hotellocation\machine-name\user\barcode value-date-time-

01.jpg

When the next barcode is read the filename is reset to:

sftp:\\corporate-server\discounts\country\hotellocation\machine-name\user\barcode value-datetime.jpg

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Chapter 7 Create Destinations

This chapter provides procedures for adding destinations (e.g., email, network folder, printer, FTP, etc.).

Accessing the Destinations screen

1. Select Edit>Destinations. The Setup Destinations screen will be

displayed.

2. Click the Add icon to display the Destinations screen. The

Destinations screen allows you to create destinations for: Email,

Network, Printer, FTP, Fax Front Office Server.

1.Fax is available only for Scan Station 730EX units with a serial number earlier than 52190000.

, Email to Fax, SharePoint and Kofax

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NOTE: You cannot define a Fax and Email to Fax destination in the

Destination type

Destination group

Destination

same configuration.

Destination layout and terminology

3. Select the destination type you want to create. When you select a

destination type, a recommended name for the destination will be displayed in the Destination Name field. You can change this name by entering a name that is meaningful to you. This is the name that will be displayed on the Scan Station touchscreen.

4. Click Next. The application will step you through each destination

configuration.

NOTE: For a detailed description about the different destination

types see the sections that follow.

After setting up a destination, a screen similar to the one below will list your destination types, destination groups and destinations.

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Setting up a email destination

1. Select Edit>Destinations. The Setup Destinations screen will be

displayed.

2. Click the Add icon to display the Destinations screen.

3. Select Email.

4. Click Next.

5. Enter a name in the Description field and an email address in the

Enter a complete email address field where you want the scanned documents to be sent.

• Search allows you to search the network address book for email addresses. Any addresses found while searching can be added to the currently selected email group.

NOTES:

- The network address book is the one associated with the SMTP server configured under Device Settings (Email server).

- If more than 20 addresses are found that match the search criteria, you may want to refine your search by adding more information, such as the first name of the person you are searching; for example, “smith joe” instead of just “smith”.

- Wildcards can be added before and after the search criteria.

- The Search function relies on the Active Directory Server device settings specified to function correctly. See “Configuring Active Directory Server settings” on page 41 for more information.

• Import allows you to import a CSV file. See “Importing an email address book” on page 85 for more information.

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6. Click Finish. The following screen will be displayed showing the email destinations and groups.

7. If you want to add more email destinations within the same email destination group, click the Add icon and repeat Steps 5 and 6.

8. To add another email destination group, select the email destination type and then click the Add icon, otherwise, click Finish.

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Importing an email address book

CSV files are data files that represent database information. Each row contains data values that are separated by a comma. Each comma found on a line of text represents a column of data from the original database. The example below shows typical data exported from Microsoft’s Outlook Express.

NOTE: The first row may contain the data column header information

and not actual data.

First Row

First Name,Last Name,Email Address

Smith,John,johnsmith@rochester.rr.com Tom,Brown,Tombrown123@yahoo.com William,Doe,wdoe@msn.com

Outlook Express allows you to export your email address book to a comma-separated file. When you export your email address book, you can select which data columns you want to export.

NOTE: Other email programs may not allow you to select which data

columns to export.

It is recommended that you only export the first name, last name, and email address.

1. Click Import. The Import Email Addresses dialog box will be displayed.

2. Enter the file name in the File field that contains the email addresses you want to import. If necessary, use the Browse button to locate the file.

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3. Many email client applications automatically export the column headings as the first row of data. If you do not want to import the column headings as the first row, check Skip first row of data.

NOTE: Some email applications also export the data with

additional quote characters surrounding the data. The quote characters will be removed while importing data.

4. Enter the column numbers where the First Name, Last Name and Email Address appear in the CSV file.

After selecting a CSV file and column locations, a preview will be displayed showing the results of the file Column Location selections. If the column selections are changed, the preview will reflect these changes.

For example, if the three File Column Location values are 1, 2, and 3 the preview would display the following:

First Name Last Name Email Address

The First Name and Last Name are combined to form the email address display name. The Email Address is used to create the email address.

If all three File Column Location values were set to 1, then the preview would look like this:

First Name First Name First Name

5. Click Import. The email addresses will be added to the selected email group.

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Setting up a network destination

1. Select Edit>Destinations. The Setup Destinations screen will be displayed.

2. Click the Add icon to display the Destinations screen.

3. Select Network.

4. Click Next.

5. Enter a network destination name that is meaningful to you in the Description field.

6. Enter a fully qualified folder path in the Enter a complete directory path field and click Finish.

NOTE: You must use a full network path if you are scanning to a

DFS based network.

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The following screen will be displayed showing the network destination and group.

7. If you want to add more network destinations within the same network destination group, click the Add icon and repeat Steps 5 and 6.

8. To add another network destination group, select the network destination type and then click the Add icon, otherwise, click

Finish.

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Setting up a printer destination

Before installing printers, be sure you have a Windows 7, 32-bit compatible driver for the Scan Station 700/720EX or a or Windows 8, 64-bit compatible driver for the Scan Station 710/730EX.

The Scan Station can connect to printers in the following ways:

• Connect to a printer that is connected to a print server on a network

domain. See “Setting up a print server printer destination” on page 89 for procedures.

• Connect to a printer that is shared by another computer on a network

workgroup. See “Setting up a shared workgroup printer destination” on page 91.

• Connect to a network printer that is directly connected to the network

via an Ethernet cable plugged directly into a router or hub. See “Setting up a printer connected directly to the network” on page 93.

In each of these scenarios, Microsoft Windows may also require login credentials for any device requesting access to a network printer.

Setting up a print server printer destination

If you want to connect to a printer through a print server on a network domain do the following.

1. Select Edit>Destinations. The Setup Destinations screen will be displayed.

2. Click the Add icon to display the Destinations screen.

3. Select Printer.

4. Click Next.

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5. Enter any text that describes the printer in the Description field.

6. Enter the fully qualified path to the print server and print queue (e.g., \\printservername\printqueue) in the Enter a complete directory path field.

7. If the network domain is configured to require authentication to connect to the printer, enter the Username, Password, and Domain names.

NOTES:

• If proper authentication is not provided, the printer and its driver may

not be installed on the Scan Station.

• Printer Driver Settings are not required for this configuration.

8. Click Finish.The following screen will be displayed showing the printer destination and group.

9. If you want to add more printer destinations within the same printer destination group, click the Add icon.

10.To add another printer destination group, select the printer destination type and then click the Add icon, otherwise click Finish.

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Kodak Scan Station 730EX, Scan Station 720EX, Scan Station 710, Scan Station 700 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Safety

Chapter 1 Overview

What’s in the box Before you begin open the box and check the contents:

Setting up the Scan Station

Setting up configurations

Front view

Inside view

Rear view

Chapter 2 Pre-installation Checklist

Network configuration details

Best practices Scan Station user groups — for network domain environments, you

Pre-installation checklist

Chapter 3 Installation and Getting Started

Setup overview Following is a list of things you need to do to prepare for configuring

Power saver mode and activating the Scan Station

Setup Wizard When the Scan Station is turned on for the first time, the setup wizard

Installing the Kodak Scan Station 700 Series - Scanner Administration application

The main screen The main screen provides two tabs:

Menus The File, Edit, Scanner and Help menus are available from the Kodak

File menu Following is a description of the menu options on the File menu.

Edit menu Following is a description of the menu options on the Edit menu.

Scanner menu Following is a description of the menu options on the Scanner menu.

Help menu Following is a description of the menu options on the Help menu.

Icons The information in Chapters 4-9 outline a step-by-step procedure for

Chapter 4 Configure Device Settings

Device Settings The Device Settings option allows you to configure the Scan Station for

Configuring your device options

Configuring email settings

Configuring Active Directory Server settings

Configuring Fax settings Email to fax is available for all Scan Station 700 series scanners.

Chapter 5 Define Scan Settings

To define scan settings

Scan Settings Scan Settings

Black and White Settings

Color Settings

Advanced Settings

PDF Settings

Filename Settings

Chapter 6 Index Templates

Creating an index template

Setup Index Templates screen

Index Template Settings screen

Index Template Settings (name) screen

Index Field Editor screen

Barcode Field Properties screen

OCR Field Properties screen

Use cases Following are some use cases where barcode detection can be useful.

Chapter 7 Create Destinations

Accessing the Destinations screen

Destination layout and terminology

Setting up a email destination

Importing an email address book

Setting up a network destination

Setting up a printer destination

Setting up a print server printer destination