Nuance OMNIPAGE PRO FOR WINDOWS 95 User Manual

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OmniPage Pro

for Windows 95

CAERE CORPORATION

100 Cooper Court Los Gatos, California 95030

European Offices: Caere GmbH Innere Wiener Strasse 5 81667 Munich Germany

Please Note

In order to use this program, you should know how to work in the Microsoft Windows environment. Please refer to Windows documentation if you have questions about how to use menu commands, dialog boxes, scroll bars, edit boxes, and so on.

OmniPage Pro for Windows 95 Version 7.0

Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Such designations appearing in this manual have been printed in initial caps.

Product Serial Number:

_______________________________________________ (from Disk #1 label)

Welcome

Help Menu Commands....................................................................................................................vi

Context-Sensitive Help.....................................................................................................................vi

Chapter 1 Introduction to OmniPage Pro

What Is Optical Character Recognition (OCR)?..........................................................................1-2

What OmniPage Pro OCR Can Do ...............................................................................................1-2

Chapter 2 Installation and Setup

System Requirements .....................................................................................................................2-2

Installing OmniPage Pro ................................................................................................................2-2

Setting Up Your Scanner With OmniPage Pro ...........................................................................2-3

Starting OmniPage Pro...................................................................................................................2-5

Registering OmniPage Pro.............................................................................................................2-5

The OmniPage Pro Desktop ..........................................................................................................2-6

Chapter 3 Basic Procedures

The Basic Steps of OmniPage Pro OCR........................................................................................3-2

The AutoOCR Toolbar....................................................................................................................3-3

Setting Process Commands.....................................................................................................3-3

AUTO Button Commands ......................................................................................................3-3

Image Button Commands .......................................................................................................3-4

Zone Button Commands .........................................................................................................3-4

OCR Button Commands .........................................................................................................3-5

Export Button Commands ......................................................................................................3-6

Automatic Processing.....................................................................................................................3-6

Bringing Document Images into OmniPage Pro ........................................................................3-7

Scanning Pages.........................................................................................................................3-7

Loading Image Files.................................................................................................................3-8

Loading Exchange Faxes.........................................................................................................3-9

Creating Zones for OCR...............................................................................................................3-10

Creating Zones Automatically.............................................................................................3-10

Creating Zones Manually .....................................................................................................3-11

Table of Contents

iii

Creating Zones Using a Template.......................................................................................3-12

Deleting Zones........................................................................................................................ 3-13

Reidentifying Zone Types..................................................................................................... 3-13

Performing OCR on a Document................................................................................................ 3-14

Checking OCR Results ..........................................................................................................3-14

Verifying Text.........................................................................................................................3-16

Exporting Documents...................................................................................................................3-16

Saving a Document................................................................................................................ 3-16

Copying a Document to the Clipboard...............................................................................3-18

Sending a Document With Microsoft Exchange................................................................3-18

Chapter 4 Settings Guide

Selecting OmniPage Pro Settings..................................................................................................4-2

What Is the Quality of the Original Document?.........................................................................4-3

What Type of Document Are You Processing? .......................................................................... 4-4

How Much Original Formatting Do You Want to Keep? .........................................................4-6

Do You Want to Retain Graphics in Your Document?.............................................................. 4-7

How Many Languages Are in Your Document?........................................................................ 4-8

Are You Processing a Multiple-Page Document? ....................................................................4-10

Chapter 5 Technical Information

Troubleshooting Solutions.............................................................................................................5-2

General Troubleshooting Solutions.......................................................................................5-2

Setup Program Requests the Same Disk............................................................................... 5-3

Uninstalling the Software.......................................................................................................5-3

Testing OmniPage Pro in Safe Mode ....................................................................................5-4

Low Memory Problems...........................................................................................................5-4

Low Disk Space Problems ......................................................................................................5-5

Scanning Problems...................................................................................................................5-5

OCR Problems ..........................................................................................................................5-6

Scanner Setup Issues.......................................................................................................................5-8

Scanner Drivers Supplied by the Manufacturer..................................................................5-8

Scanner Drivers Supplied by Caere ......................................................................................5-8

Scanner Message on Launch ..................................................................................................5-8

Using Visioneer PaperPort with OmniPage Pro .................................................................5-9

Using TWAIN-Compliant Scanners......................................................................................5-9

Product Support ............................................................................................................................5-10

Product Support Services......................................................................................................5-10

International Product Support Numbers ........................................................................... 5-10

Information Product Support Needs From You................................................................ 5-10

Welcome

Welcome to OmniPage Pro for Windows 95. This manual introduces you to the basics of using OmniPage Pro. It includes installation instructions, basic procedures, settings guidelines, and troubleshooting information.

Please look in OmniPage Pro’s online help for detailed information on features and procedures. OmniPage Pro’s online help conforms to Windows 95 online help conventions and has been designed for quick and easy information retrieval.

Please continue reading this section to find out how to use OmniPage Pro’s online help. Topics include:

• Help Menu Commands

• Context-Sensitive Help

Help Menu Commands

After installing OmniPage Pro, you can open its online help by choosing commands in the Help menu.

• Choose listings of online help topics available for OmniPage Pro.

• Choose Pro.

• Choose features in OmniPage Pro that are similar to features used in OmniPage Limited Edition.

• Choose services for OmniPage Pro.

Context-Sensitive Help

You can get specific information about a particular OmniPage Pro command, toolbar button, or dialog box option in the following ways.

• Click the Help button in the Standard toolbar and then click any toolbar button, menu command, or area of the OmniPage Pro desktop to display information about that item.

• Click the question-mark button in the upper-right corner of a dialog box and then click an item in the dialog box to get an explanation of that item.

• Some dialog boxes have a information about that dialog box.

OmniPage Pro Help Topics

Getting Started

OmniPage Limited Edition Help

Product Support

to get introductory topics to OmniPage

to find out how to get product support

Help

to get contents and index

button. Click

to find out how to use

to get

Help

To learn more about using Windows 95 online help systems, please refer to Windows 95 documentation.

Chapter 1

Introduction to

OmniPage Pro

You probably do most of your business correspondence and other projects on your computer. Sometimes, however, information that you need cannot be used immediately on a computer.

For example, if you want to incorporate information from a magazine article into a document in your word processor, you somehow have to get the text from the article into your computer. Painstakingly retyping the article is not an appealing solution.

OmniPage Pro offers a smart solution to increase your work productivity. OmniPage Pro’s technology accurately and easily converts scanned paper documents and image files into editable text for use in your favorite computer applications. You do not have to retype anything — OmniPage Pro automatically does it for you.

optical character recognition (OCR)

Please continue reading this chapter for information on these topics:

• What Is Optical Character Recognition (OCR)?

• What OmniPage Pro OCR Can Do

Introduction to OmniPage Pro 1-1

What Is Optical Character Recognition (OCR)?

Optical character recognition (OCR

computer-editable text. An image is an electronic picture of text such as a scanned paper document or an electronic fax file. Images do not have editable text characters; they have many tiny dots ( form a picture of text.

During OCR, OmniPage Pro analyzes an image and defines characters to produce editable text. After OCR, you can export the resulting text to a variety of word-processing, page layout, and spreadsheet applications. See “The Basic Steps of OmniPage Pro OCR” on page 3-2 for an overview of the OCR process.

Please look in OmniPage Pro’s online help for detailed information on OmniPage Pro features, settings, and procedures.

) is the process of turning an

What OmniPage Pro OCR Can Do

In addition to text, OmniPage Pro can retain these other elements of a document during OCR:

•Graphics Photos, logos, and drawings are examples of graphics.

• Text formatting Font types, font sizes, and font styles (such as bold or italic) are

examples of text formatting.

• Page formatting Column structure, paragraph spacing, and placement of graphics

are examples of page formatting.

) that together

pixels

image

into

1-2 Introduction to OmniPage Pro

The graphics, text formatting, and page formatting elements that OmniPage Pro retains depend on the settings you select for your document. See Chapter 4, Settings Guide, for more information.

OmniPage Pro recognizes printed text characters only. However, it can retain handwritten text, such as a signature, as a graphic element.

Chapter 2

Installation and Setup

This chapter provides installation and setup information for OmniPage Pro and the Scan Manager. If you have any trouble during installation, look in Chapter 5, Technical Information, for troubleshooting solutions.

After installing OmniPage Pro, please look in the online help for detailed information on features, settings, and procedures.

Please continue reading this chapter for information on these topics:

• System Requirements

• Installing OmniPage Pro

• Setting Up Your Scanner With OmniPage Pro

• Starting OmniPage Pro

• Registering OmniPage Pro

• The OmniPage Pro Desktop

Installation and Setup 2-1

System Requirements

You need the following setup to install and run OmniPage Pro:

• Computer with an 80386 or higher processor

• Microsoft Windows 95 or Windows NT 3.51 Please see the

on features supported by Windows NT 3.51 and later versions.

• Windows-compatible mouse

• Total system memory of at least 8MB RAM for Windows 95 and 12MB RAM for Windows NT

• 15MB free hard-disk space

• SVGA or VGA monitor

• A compatible scanner if you plan to scan documents Be sure your scanner is connected, compatible with your system,

and runs with the software provided by the manufacturer you install OmniPage Pro.

To use OmniPage Pro, you should know how to work in the Microsoft Windows environment. Please refer to Windows 95 documentation or online help if you have any questions about working in Windows 95.

Release Notes

for the most up-to-date information

before

Installing OmniPage Pro

OmniPage Pro’s Setup program takes you through installation with onscreen instructions at every step. For best results, do not run any other programs — especially anti-virus programs — during installation.

To install OmniPage Pro on Windows 95:

1 Click

2 Double-click 3 Click the 4 Insert OmniPage Pro disk #1 in your computer’s floppy disk

5 Click

2-2 Installation and Setup

Start

Settings

drive and click The Setup program starts.

in the Windows 95 taskbar and choose

Control Panel



Add/Remove Programs

Install/Uninstall

to continue with installation

tab and click

Install...

Setting Up Your Scanner With OmniPage Pro

6 Follow the onscreen instructions and insert the other

installation disks as prompted.

To install OmniPage Pro on Windows NT 3.51:

1 Start Windows NT and open the Program Manager. 2 Insert OmniPage Pro disk #1 in your computer’s floppy disk

drive.

3 Choose 4Type a:\setup (or b:\setup) in the

and click OK.

5 Follow the onscreen instructions and insert the other

installation disks as prompted.

in the Program Manager’s File menu.

Run

Command Line

Setting Up Your Scanner With OmniPage Pro

You must install the Scan Manager and select your default scanner if you plan to scan with OmniPage Pro. You are prompted to install the Scan Manager during OmniPage Pro installation, but you can also install it at a later time.

Be sure your scanner is connected, compatible with your system, and runs with the software provided by the manufacturer with OmniPage Pro. See “Scanner Setup Issues” on page 5-8.

To install the Scan Manager at a later time:

1 Click

Settings

2 Double-click

in the Windows 95 taskbar and choose

Start

Control Panel



Add/Remove Programs

before

text box

you use it

3 Click the 4 Insert the Scan Manager disk in your computer’s floppy disk

drive and click The Setup program starts.

5 Click

select your default scanner. Once the Scan Manager is installed, you can change the default

scanner anytime.

Install/Uninstall

and follow the onscreen directions to install and

tab and click

Install...

Installation and Setup 2-3

Setting Up Your Scanner With OmniPage Pro

The default scanner will be used with OmniPage Pro.

Scanners that have installed drivers appear here.

To change your default scanner in OmniPage Pro:

1 Exit OmniPage Pro if it is running. 2 Click

Programs

in the Windows 95 taskbar and choose

Start

Caere ApplicationsScan Manager 2.0



The Scanner Setup dialog box appears.

3 Click

and insert the Scan Manager disk when prompted.

Add>>

The dialog box expands to show a list of available scanners. Some scanners are listed more than once because they have different driver options. If you are unsure about which scanner driver to use, see the

Scanner Setup Notes

4 Select your scanner in the

List of Scanners

booklet.

list box and click

Install.

The driver for that scanner is installed and the name of the scanner appears in the

Installed Scanners

5 Select your scanner in the

As Default Scanner

Installed Scanners

list box.

list box and click

Set

2-4 Installation and Setup

6 Click

If you use a Visioneer scanner or if your scanner is set up to work with Visioneer’s PaperPort software, see “Using Visioneer PaperPort with OmniPage Pro” on page 5-9.

Starting OmniPage Pro

Make sure your scanner is attached to your computer, turned on, and working before you start OmniPage Pro if you plan to scan.

To start OmniPage Pro:

• Windows 95 users: click

Programs

The OmniPage Pro launcher is located in the program folder you selected during installation;

• Windows NT 3.51 users: double-click the OmniPage Pro icon in the Caere Applications program group.

Caere ApplicationsOmniPage Pro for Windows 95



Registering OmniPage Pro

You are prompted to call in and register your copy of OmniPage Pro during installation if you are an unregistered user. Unregistered users can only use OmniPage Pro for 25 sessions without registering it. After 25 sessions, the Registration dialog box appears when OmniPage Pro is launched and the program exits if you do not register at that time.

You will not be prompted to register if you are already a registered user.

in the taskbar and choose

Start

Caere Applications

Starting OmniPage Pro

is the default.

To register OmniPage Pro:

1 Click the Register menu to open the OmniPage Pro Product

Registration dialog box. This dialog box also appears during installation and the first

time you start OmniPage Pro.

Installation and Setup 2-5

The OmniPage Pro Desktop

2 Click the

drop-down list and locate the phone number for

Call

your country.

3 Call the phone number and ask for a registration number.

You will be asked to provide the serial and key numbers listed in the dialog box.

4 Enter the registration number that is given to you in the

Registration Number

The Registration menu disappears from the menu bar after you register.

The OmniPage Pro Desktop

OmniPage Pro can display the pages of a document in its thumbnail viewer, image viewer, and text viewer. You can activate operations using toolbar buttons or menu commands. See Chapter 3, Basic Procedures, for more information.

Standard toolbar AutoOCR toolbar

text box and click

OK.

Zone toolbar

The thumbnail viewer displays miniature pictures of pages and puts a box around the current page.

2-6 Installation and Setup

The image viewer

displays the current

page’s original image.

The text viewer displays the

current page’s recognized

text and retained graphics.

Use the OCR Wizard if you want to be guided through the entire OCR process. Select

OCR Wizard

in the

button’s drop-down list and

AUTO

then click the button to activate the wizard. The OCR Wizard will ask you questions about your page and set the appropriate settings for you.

Chapter 3

Basic Procedures

This chapter gives an overview of processing documents in OmniPage Pro from start to finish. It describes the basic steps of OCR and provides instructions for each step.

There are different ways to accomplish the same tasks in OmniPage Pro. For example, you can use toolbar buttons or menu commands to start procedures. You can have OmniPage Pro perform all OCR steps automatically, or you can start each step individually.

For detailed information on all OmniPage Pro settings and procedures, please look in OmniPage Pro’s online help.

Please continue reading this chapter for information on these topics:

• The Basic Steps of OmniPage Pro OCR

• The AutoOCR Toolbar

• Automatic Processing

• Bringing Document Images into OmniPage Pro

• Creating Zones for OCR

• Performing OCR on a Document

• Exporting Documents

Basic Procedures 3-1

The Basic Steps of OmniPage Pro OCR

Optical character recognition

computer-editable text so you do not have to retype the text manually.

These are the basic steps of OmniPage Pro OCR:

1 Bring a document image into OmniPage Pro.

You can scan a paper document, load an image file, or load an Exchange fax. The resulting image appears in OmniPage Pro’s image viewer.

See “Bringing Document Images into OmniPage Pro” on page 3-7 for more information.

2 Create zones to identify the parts of the document you want to

recognize as text or retain as graphics. Zones are boxes that identify which areas of the document

image get processed. You can create zones on the image manually, automatically, or with a template. Any areas not enclosed by zones are ignored during OCR.

See “Creating Zones for OCR” on page 3-10 for more information.

3 Perform OCR to convert text information into editable text

characters. During OCR, OmniPage Pro defines text characters in an

image. After OCR, you can check for and edit unrecognizable characters, suspect characters, and misspelled words.

See “Performing OCR on a Document” on page 3-14 for more information.

(OCR) is the process of turning an image into

3-2 Basic Procedures

4 Export the document to the desired location.

You can save your document to a specified file format, send it as a mail attachment, or copy it to the Clipboard.

See “Exporting Documents” on page 3-16 for more information.

You can also initiate OCR outside OmniPage Pro in a variety of ways. For example, you can use the another application — recognized text will be pasted directly into your open document. Please see OmniPage Pro’s online help for more information on OCR Aware and other ways of initiating OCR.

OCR Aware

feature to initiate OCR from

The AutoOCR Toolbar

The AutoOCR toolbar buttons allow you to take a document through each step of the OCR process. Every toolbar button has different process commands that can be set for the operations you want to perform. OmniPage Pro can go through all steps automatically, or you can start each step individually.

The AutoOCR Toolbar

AUTO button

Image button

Setting Process Commands

You can set process commands in two locations:

• Click the down arrow next to each AutoOCR toolbar button and select a process command in the drop-down list.

• Choose

Process Settings...

commands in the Options dialog box.

The pictures in the AutoOCR toolbar buttons change as you set different process commands. The commands can be activated by clicking the AutoOCR toolbar buttons or choosing commands in the Process menu.

AUTO Button Commands

Use the AUTO button to process a document from start to finish. The AUTO button’s drop-down list contains the commands.

AutoOCR

Select

AutoOCR

to the selected process commands. See “Automatic Processing” on page 3-6.

to finish processing a new or open document according

Zone

button

OCR

button

Export button

in the Process menu and select process

AutoOCR

and

OCR Wizard

Select

OCR Wizard

OCR process.

to have the OCR Wizard guide you through the entire

Basic Procedures 3-3

The AutoOCR Toolbar

Image Button Commands

Use the Image button to bring a document image into OmniPage Pro’s image viewer. The Image button’s drop-down list contains the

Image, Load Image,

Scan Image

and

Load Exchange Fax

commands.

Scan

Select

Scan Image

command only appears in the drop-down list if you have installed the Scan Manager and have selected your default scanner. See “Scanning Pages” on page 3-7.

If you use a Visioneer scanner or if your scanner is set up to work with Visioneer’s PaperPort software (such as the HP ScanJet 4s scanner), see “Using Visioneer PaperPort with OmniPage Pro” on page 5-9.

Load Image

Select

Load Image

See “Loading Image Files” on page 3-8.

Load Exchange Fax

Select

Load Exchange Fax

command only appears in the drop-down list if you have Microsoft Exchange installed. See “Loading Exchange Faxes” on page 3-9.

to scan paper documents in your scanner. This

to load existing image files such as TIFF or PCX files.

Zone Button Commands

Use the Zone button to create zones on document images. Zones are boxes that specify what will be recognized as text or retained as graphics on an image. The Zone button’s drop-down list contains the and

Manual Zones

have created.

commands and the names of any zone templates you

to load faxes from Microsoft Exchange. This

Auto Zones

3-4 Basic Procedures

Auto Zones

Select

Auto Zones

zones on document images. If you use a scanner that supports HP AccuPage, you can select scanned pages. See “Creating Zones Automatically” on page 3-10.

to have OmniPage Pro automatically draw and order

HP AccuPage

as the auto zoning option for

Manual Zones

The AutoOCR Toolbar

Select

Manual Zones

images. See “Creating Zones Manually” on page 3-11.

Zone Templates

Select a zone template to create zones on document images using that template. See “Creating Zones Using a Template” on page 3-12.

OCR Button Commands

Use the OCR button to perform the selected OCR operation on document images. The OCR button’s drop-down list contains the

Perform OCR, OCR and Check, Train OCR,

Perform OCR

Select

Perform OCR

OmniPage Pro analyzes the image and defines characters to produce editable text. See “Performing OCR on a Document” on page 3-14.

OCR and Check

Select

OCR and Check

automatically start checking for errors after OCR. See “Checking OCR Results” on page 3-14.

to recognize text on document images. During OCR,

to draw and order your own zones on document

and

Defer OCR

to recognize text on document images and

commands.

Train OCR

Select

Tra in O CR

characters. These pre-recognized characters are saved in a character training file which OmniPage Pro can use to compare with the characters in document images during OCR. See OmniPage Pro’s online help for more information on training OCR.

Defer OCR

Select

Defer OCR

OmniPage Pro will process your document up to the point of OCR and then ask if you want to schedule the document to be finished later. See OmniPage Pro’s online help for information on scheduling OCR.

to teach OmniPage Pro how to recognize special

to delay text recognition during automatic processing.

Basic Procedures 3-5

Automatic Processing

Export Button Commands

Use the Export button to export recognized text and retained graphics to other applications. The Export button’s drop-down list contains the

As, Send, Copy to Clipboard,

Save As

and

Defer Export

Save

commands.

Select

Save As

format. See “Saving a Document” on page 3-16.

Send

Select message in a specified file format. See “Sending a Document With Microsoft Exchange” on page 3-18.

Copy to Clipboard

Select (Graphics and page formatting are not retained when you copy a document to the Clipboard.) See “Copying a Document to the Clipboard” on page 3-18.

Defer Export

Select after automatic processing. OmniPage Pro will process your document up to the point of export and then stop.

to attach a copy of a document to a Microsoft Exchange mail

Send

Copy to Clipboard

Defer Export

Automatic Processing

You can process a new document from start to finish or finish processing an open document by using the AUTO button.

to save a copy of a document to disk in a specified file

to place a copy of a document on the Clipboard.

if you do not want to export your document right

3-6 Basic Procedures

To process your document automatically:

1Set

2 Set the desired Image, Zone, OCR, and Export process

3 Choose

AutoOCR

down list.

commands. See “Setting Process Commands” on page 3-3.

appropriate for your document. See Chapter 4, Settings Guide, for more information.

as the command in the AUTO button’s drop-

Options...

in the Tools menu and check that settings are

Bringing Document Images into OmniPage Pro

4 Click AUTO or choose

• Each page of a new document is processed in order. OmniPage Pro pauses for you to create zones if you selected

Manual Zones

with the selected OCR and export operations.

• Each page of an open document is finished in order. OmniPage Pro creates zones on any unzoned pages automatically or with a currently selected template. It then continues with the selected OCR and export operations.

To process your document with the OCR Wizard:

1Set

2 Click AUTO or choose

OCR Wizard

down list.

The OCR Wizard asks you questions about your document and sets the appropriate settings for you during processing.

. After drawing zones, click AUTO to continue

as the command in the AUTO button’s drop-

AutoOCR

OCR Wizard

in the Process menu.

Bringing Document Images into OmniPage Pro

You can bring document images into OmniPage Pro by:

• Scanning Pages

• Loading Image Files

• Loading Exchange Faxes

Scanning Pages

You can scan a paper document to convert it to an electronic image. To scan in OmniPage Pro, you must install the Scan Manager and select your default scanner. See “Setting Up Your Scanner With OmniPage Pro” on page 2-3 for more information.

Basic Procedures 3-7

Bringing Document Images into OmniPage Pro

To scan pages into OmniPage Pro:

1 Place your page in your scanner.

You can scan a stack of pages if you have an automatic document feeder (ADF).

2Set

3 Choose

4 Click the Image button or choose

Scan Image

down list.

make sure the appropriate settings are selected. Select

at once. Otherwise, you must click the Image button to scan each subsequent page.

menu. Pages are scanned in order and combined into one working

document. If a document is already open, scanned images are inserted as new pages.

Loading Image Files

You can bring existing image files into OmniPage Pro. An image file is an electronic picture of text, such as a fax or scanned image, that is saved in an image file format such as PCX or TIFF. See OmniPage Pro’s online help for a complete list of supported file formats.

To load image files into OmniPage Pro:

1Set

2 Click the Image button or choose

Load Image

down list.

menu. The Load Image dialog box appears.

as the command in the Image button’s drop-

Options...

Scan Until Empty

in the Tools menu and click the

as the command in the Image button’s drop-

Scanner

if you want to scan all pages in an ADF

Scan Image

Load Image

in the Process

tab to

3-8 Basic Procedures

Bringing Document Images into OmniPage Pro

3 Select the folder location and file type of the file you want to

load. Files of that type in the selected location appear in the list box.

4 Select the files you want to load.

You can Shift-click or Ctrl-click to select multiple files in the same folder.

5 Click

6 Click

Advanced

• Select a file and click

• Click

Image files are loaded in the order selected and combined into one working document. If a document is already open, loaded image files are inserted as new pages.

Add All

when you have selected all the files you want to load.

Loading Exchange Faxes

You can bring Microsoft Exchange faxes into OmniPage Pro if you have installed Microsoft Exchange. For best results, ask senders to use

mode when they send you faxes.

Best

You can also launch OmniPage Pro directly from Microsoft Exchange. See OmniPage Pro’s online help for more information.

To load Exchange faxes into OmniPage Pro:

1Set

2 Click the Image button or choose

Load Exchange Fax

drop-down list.

Process menu. The Exchange dialog box appears.

if you want to select files in other folders

to put it in the

Add

to add all files from the current folder.

as the command in the Image button’s

Load Exchange Fax

Selected Files

in the

list.

Fine

Basic Procedures 3-9

Creating Zones for OCR

3 Select the folder location of the faxes you want to load. 4 Select the faxes you want to load.

You can Shift-click or Ctrl-click to select multiple faxes.

5 Click

Open

load. Exchange faxes are loaded in the order selected and combined

into one working document. If a document is already open, loaded faxes are inserted as new pages.

Creating Zones for OCR

Document images are displayed in OmniPage Pro’s image viewer where of a page that will be recognized as text or retained as graphics. Any part of an image not enclosed by a zone is ignored during OCR.

This section describes how to create and modify zones including:

• Creating Zones Automatically

• Creating Zones Manually

• Creating Zones Using a Template

• Deleting Zones

• Reidentifying Zone Types

Creating Zones Automatically

OmniPage Pro can create zones automatically for you.

To create zones automatically:

are created before OCR. Zones are boxes that identify areas

zones

when you have selected all the faxes you want to

3-10 Basic Procedures

1 Choose

tab.

2 Make sure the

your document. OmniPage Pro uses this as a guideline for determining the text

flow on a page. See “What Type of Document Are You Processing?” on page 4-4 for more information.

3Set

down list.

HP AccuPage

scanner was specified in the Scan Manager. You can select

Options...

Auto Zones

in the Tools menu and click the

Original Page Layout

as the command in the Zone button’s drop-

appears in the drop-down list if an HP AccuPage

selection is appropriate for

Page Format

Creating Zones for OCR

AccuPage

as the auto zoning command when you scan pages

with an HP AccuPage scanner.

4 Click the Zone button or choose

menu. OmniPage Pro automatically draws zones on the current page

in the image viewer. Each zone has a number indicating its order and a letter indicating its zone type.

Zone #1: alphanumeric

Zone #2: alphanumeric

You cannot move or resize zones that have been created automatically, but you can reorder them, delete them, and reidentify their zone type.

Creating Zones Manually

You can create zones manually using tools in the Zone toolbar.

Rotate Image tool

Auto Zones

Zone #3: graphic

in the Process

Zone Type drop-down list

Reorder Zones

tool

Draw Zones

tool

To draw zones manually:

1Set

Manual Zones

as the command in the Zone button’s drop-

down list.

2 Click the Draw Zones tool in the Zone toolbar if it is not

already selected. The mouse pointer in the image viewer becomes a drawing tool

when the Draw Zones tool is selected.

3 Select the appropriate zone type in the Zone Type drop-down

list in the Zone toolbar.

For example, select

Graphic

if you are going to draw a zone

around a graphic such as a photo.

Basic Procedures 3-11

Creating Zones for OCR

Creating Zones Using a Template

4 Enclose an area of the image you want as a zone by holding the

mouse button down and dragging the mouse to form a rectangular box.

Try to keep areas of text, such as paragraphs, together in the same zone. Each zone displays a number indicating its order and a letter indicating its zone type.

5 Repeat steps 3–4 until you have finished drawing zones around

each area that you want to recognize as text or retain as a graphic.

Do not overlap zones; areas on a page should not be enclosed by more than one zone. Any area of the page image that is not enclosed by a zone is ignored during OCR.

You can create zones by applying a previously created zone template. A zone template contains zone attributes such as size, position, order, and zone type. This is useful if you frequently process documents that have similar layouts and content.

To save a zone template:

1 Manually draw the desired zones on a page image.

(Automatically-drawn zones cannot be saved as a template.) See “Creating Zones Manually” on page 3-11.

3-12 Basic Procedures

2 Choose

The New Template dialog box appears.

3 Type a name for your file in the

The zone template file is saved in the data folder within your installation folder. It can be selected in the Zone button dropdown list.

To create zones with a template:

1 Select the zone template that you want to use in the Zone

button drop-down list.

2 Click the Zone button or choose the template name in the

Process menu. OmniPage Pro draws zones on the page image according to the

zone template.

Save Zone Template

... in the Tools menu.

File Name

text box and click OK.

Deleting Zones

You can delete the current zones if you want to create new zones or if you do not want to process a particular area of a page during OCR.

To delete zones:

1 Select the zone you want to delete by clicking inside it in the

Creating Zones for OCR

image viewer. You can Shift-click to select additional zones. Choose

in the Edit menu to select all zones on the current page. Selected zones are shaded.

Select All

2 Press the Delete key or choose

The selected zones disappear but the contents of the page image remain as is. Any part of a page image not enclosed by a zone will be ignored during OCR.

Reidentifying Zone Types

The letter in the upper-right corner of a zone indicates its zone type. This specifies characters or graphics that OmniPage Pro looks for within the zone during OCR.

OmniPage Pro is supplied with types.

Alphanumeric

labeled with a G. You can also create your own zone types. User-defined zone types are marked with a U. ( user-defined zone types because they are editable.) See OmniPage Pro’s online help for information on creating and editing zone types.

Make sure zones are identified correctly before OCR. For example, if a page contains three paragraphs of text and a company logo, the paragraphs should be

Graphic

To reidentify a zone type:

zone type.

zones are labeled with an A and

Alphanumeric, Graphic

Alphanumeric

in the Edit menu.

Clear

, and

Numeric

Graphic

Numeric

zone types are considered

zone types and the logo should be a

zone

zones are

1 Select the zone you want to reidentify by clicking it.

You can Shift-click to select multiple zones. Selected zones are

shaded. 2 Select the desired zone type in the Zone Type drop-down list. 3 Repeat steps 1 and 2 for any other zones you want to reidentify.

Basic Procedures 3-13

Performing OCR on a Document

Performing OCR converts an image to editable text. This is also referred to as

recognizing text

only, but it can retain handwritten text, such as a signature, as a graphic element.

You can also initiate OCR by using OCR Aware, OLE drag and drop, shortcut menus associated with image files, and other features. See OmniPage Pro’s online help for details.

To perform OCR:

. OmniPage Pro recognizes printed text characters

1 Choose

tab.

2Select an

OmniPage Pro uses this to determine the amount of formatting it keeps during OCR. See “How Much Original Formatting Do You Want to Keep?” on page 4-6 for more information.

3Set

down list. Set

prompted to check for errors right after OCR.

4 Click the OCR button or choose

menu. The page is recognized according to the current zones and

settings. If there are no zones on the page, zones are created automatically or with a currently selected zone template.

Options...

Perform OCR

OCR and Check

Checking OCR Results

After performing OCR, you can check for errors and misspellings in the recognized text. Error checking starts automatically if you chose

and Check

OmniPage Pro uses the currently selected main and user dictionaries to check for these possible errors:

as the OCR process command.

• Suspect words marked in green

• Language Analyst corrections marked in blue

in the Tools menu and click the

Output Format

as the command in the OCR button’s drop-

as the OCR command if you want to be

setting for your document.

Perform OCR

in the Process

Page Format

OCR

3-14 Basic Procedures

Performing OCR on a Document

• Unrecognizable characters marked by a red reject character (~ is

the default)

• Words not found in the main or user dictionary

To check and correct errors:

1 Click the Check Recognition button in the Standard toolbar or

choose

Check Recognition...

in the Tools menu.

The Check Recognition dialog box displays a possible error and its original image.

Click in this window to enlarge or reduce the image view.

2 Select one of these options for the word:

• Click

• Click edit box.

• Click

word in the

• Click

to allow the word to remain as is.

Ignore

Ignore All

Change

Change All

Add

to ignore all instances of the word.

to replace the word with the word in the

to replace all instances of the word with the

Change To

edit box.

to add the word to the current user dictionary.

After you choose an option for the word, OmniPage Pro automatically continues to find the next possible error.

Change

3 Click

to save all changes and exit the operation.

Done

Basic Procedures 3-15

Exporting Documents

Verifying Text

You can compare recognized text against the original image to make sure that text was recognized correctly.

To verify text against its original image:

1 Double-click any word in the text viewer or select a word and

choose The Verify Text window opens and shows a clear close-up of

the original word and its surrounding area in the image.

2 Click the standard Close button in the Verify Text window to

close it.

Exporting Documents

Verify Text

in the Tools menu.

Close button

Saving a Document

3-16 Basic Procedures

You can export a document to other applications by:

• Saving a Document

• Copying a Document to the Clipboard

• Sending a Document With Microsoft Exchange

You can save recognized text, retained graphics, and original images to disk in a variety of file formats.

Save your document as an OmniPage Document file or as an image file if you want to reopen it in OmniPage Pro again. OmniPage Documents retain all original images, zones, and recognized text. Image file formats retain only the original image.

To save recognized text:

Exporting Documents

1 Choose

Save As...

(You can also click the Export button with

in the File menu.

Save As

selected in

the drop-down list. The Save As dialog box appears.

2 Select a folder location and file type for your document. 3 Type in a file name and select a save option. 4 Click

Save

The document is saved to disk as specified. Retained graphics

are saved with the file only if the selected file format supports them. A copy of the document remains open in OmniPage Pro.

To save original images:

1 Choose

Save Image...

The Save Image dialog box appears.

in the File menu.

Basic Procedures 3-17

Exporting Documents

2 Select a folder location and file type for your document. 3 Type in a file name and select the desired save and image

options.

4 Click

The image is saved to disk as specified (zone borders and recognized text are not saved). A copy of the document remains open in OmniPage Pro.

Save

Copying a Document to the Clipboard

You can copy every page of a document’s recognized text to the Clipboard and then paste the text directly into another application. Graphics and page formatting are not retained when you copy a document to the Clipboard. To copy a graphic, select it and choose in the Edit menu.

To copy a document to the Clipboard:

1Set

2 Click the Export button or choose

Copy to Clipboard

drop-down list.

Process menu. All text in the document is copied to the Clipboard and a copy

of the document remains open in OmniPage Pro.

as the command in the Export button’s

Copy to Clipboard

Sending a Document With Microsoft Exchange

You can send a recognized document as a file attached to a Microsoft Exchange mail message if you have Microsoft Exchange installed.

in the

Copy

3-18 Basic Procedures

To send a document with Exchange:

1 Click the Send button in the Standard toolbar or choose

in the File menu. (You can also click the Export button with

drop-down list.) The Send dialog box prompts you to select a file format.

2 Specify a file format and attachment options for your

document and click OK. 3 Log into Exchange if you are prompted to do so. 4 Address your mail message as desired and click

The document is attached to the mail message and a copy of the

document remains open in OmniPage Pro.

Send

Send...

selected in the

Send

Chapter 4

Settings Guide

This chapter introduces you to settings in the Options dialog box and provides guidelines for selecting settings. The settings you select for processing documents can greatly affect the OCR results. You may have to experiment with different settings to get the results you want.

Please look in OmniPage Pro’s online help for detailed information on settings and procedures.

Answer these questions to get settings recommendations for your documents:

• What Is the Quality of the Original Document?

• What Type of Document Are You Processing?

• How Much Original Formatting Do You Want to Keep?

• Do You Want to Retain Graphics in Your Document?

• How Many Languages Are in Your Document?

• Are You Processing a Multiple-Page Document?

Settings Guide 4-1

Selecting OmniPage Pro Settings

Click the Options button or choose the Options dialog box. This is the central location for OmniPage Pro settings.

Click each tab in the Options dialog box to display different groups of settings:

• Click the

the most.

• Click the

formatting of a page is handled during OCR.

• Click the

different languages.

• Click the

feature. OCR Aware allows you to initiate OCR from another application. See OmniPage Pro’s online help for more information.

Accuracy

Page Format

Language

Process

Scanner

OCR Aware

tab to select settings that affect OCR accuracy

tab to select settings that determine how the

tab to select character sets and dictionaries for

tab to set process commands and settings.

tab to select settings for scanning pages.

tab to select settings for the OCR Aware

Options...

in the Tools menu to open

4-2 Settings Guide

Documents require different settings depending on their input attributes and your output goals. To get the best results, learn how to identify document attributes and make selections for them. You may have to experiment with different settings to get the results you want.

What Is the Quality of the Original Document?

Poor or Not Sure

Degraded copies, colored or shaded backgrounds, runtogether or broken text characters

thick, run-together text

characters

thin, broken text

characters

Recommendations for Scanning

• Select

• Experiment with the

• Try to scan original documents rather than copies.

3D OCR

have a grayscale scanner.

get a good scan if you have a black-and-white scanner. Lighten the setting for thick, run-together text characters and/or dark backgrounds. Darken the setting for thin, broken text characters.

in the

Accuracy

Manual Brightness

settings if you

setting to

Other Recommendations

• Select

• Draw zones manually to omit any smudges or

•Choose

• Ask senders to select

Use Language Analyst

settings. OmniPage Pro will evaluate words and make logical replacements for hard-to-recognize characters.

scribbles on the page.

Check Recognition...

locate possible errors after OCR.

Fine

send faxes that you plan to recognize.

in the

Accuracy

in the Tools menu to

Best

mode when they

Good

Clear, well-formed text characters on a clean, white background

well-formed text

characters

Recommendations

• Select

• Deselect

Manual Brightness

for the fastest processing if you are scanning. Use a setting near the middle of the slider box.

Use Language Analyst

settings for faster processing.

in the

Accuracy

in the

Settings Guide 4-3

Accuracy

settings

What Type of Document Are You Processing?

Magazine and Newspaper Pages

Recommendations

• Select

• Select the appropriate page size and

• Draw zones manually if auto zoning does

Multiple Columns

settings.

orientation in the scanning.

not successfully create zones around all page areas you want to process. Keep associated sections of text, such as paragraphs, together in one zone. Omit unnecessary parts of the page such as separator lines between columns.

Scanner

Memos and Letters Recommendations

• Select

• Select the appropriate page size and

• Identify graphics that you want to retain as

Single Column

settings.

orientation in the scanning.

Graphic

zone types.

in the

Scanner

in the

Page Format

settings if you are

Page Format

settings if you are

4-4 Settings Guide

Spreadsheets and Tables

Recommendations

• Select

• Select the appropriate page size and

• Select

• Identify graphics that you want to retain as

• Identify zones that only contain numbers as

Tab le

in the

orientation in the scanning.

Remove Frames on Export

Page Format

output format option.

Page

Graphic

Numeric

zone types.

Scanner

settings if you use the

Page Format

settings if you are

settings.

in the

True

What Type of Document Are You Processing?

Legal Documents Recommendations

• Select

• Select the appropriate page size and

• Draw zones manually to omit unnecessary

Multiple Columns

settings if text appears in two or more columns.

Single Column

one, page-wide text column.

orientation in the scanning.

parts of the page. For example, do not include line numbers in a zone if you plan to renumber lines in your word processor.

if the document has

Scanner

in the

Page Format

settings if you are

Mixed Formats or Not Sure

Recommendations

• Select

• Select the appropriate page size and

• Draw zones manually if auto zoning does

Multiple Columns

settings.

orientation in the scanning.

Scanner

in the

Page Format

settings if you are

Settings Guide 4-5

How Much Original Formatting Do You Want to Keep?

None

Keep plain text only

Some

Keep font characteristics and some paragraph formatting

As Much as Possible

Keep font characteristics, paragraph formatting, column formatting and graphic positioning

Recommendations

• Select

• Click

Remove Formatting

settings.

Font Mapping

and select one font and one font size to be used for all text.

in the

Page Format

settings

Recommendations

• Select

•Click

Retain Font and Paragraph Style

Page Format

and select the fonts you want mapped to various font types.

settings.

Font Mapping

in the

Page Format

in the

settings

Recommendations

• Select

•Click

• Make sure all parts of the page are included

• Save to a file format, such as Rich Text Format

True Page Remove Frames on Export

to flow between paragraphs and columns in your target application. The formatting may be less precise, but will be easier to edit.

Font Mapping

and select the fonts you want mapped to various font types.

within zones. Any part not enclosed within a zone is ignored during OCR and does not appear in the recognized document.

(RTF), that supports the formatting. Experiment with different file formats to see which one works best in your target application. Formatting is not retained if you copy a recognized document to the Clipboard or save to a format, such as ASCII, that doe not support formatting.

in the

Page Format

if you want text

Page Format

settings.

settings

4-6 Settings Guide

Do You Want to Retain Graphics in Your Document?

Yes

Keep graphics such as logos and photos during OCR processing

Ignore graphics such as logos and photos during OCR processing

Recommendations

• Select

• Make sure separate zones are drawn around

• Make sure graphic zones are identified as

• To save graphics separately after OCR, choose

3D OCR

settings if you are scanning with a grayscale scanner and you want grayscale graphics.

3D OCR

settings if you are loading a grayscale image file and want to retain grayscale graphics.

Manual Brightness

if you are scanning line-art drawings.

Retain Graphics

settings.

graphic areas and text areas.

Graphic

in the upper-right corner.

Save Image... Each Graphic Zone to a File

Auto Brightness

in the

zone types. These are marked with a G

in the File menu and select

in the

Accuracy

Page Format

Accuracy

settings

Save

Recommendations

• Do not draw any zones around graphic areas if you are drawing zones manually.

• Deselect settings if OmniPage Pro is creating zones automatically. Double-check that there are no zones around graphics.

Retain Graphics

in the

Page Format

Settings Guide 4-7

How Many Languages Are in Your Document?

More Than One Language

Recommendations for Faster Processing

Use this method if you have a dictionary for only one language.

1 Create zones around all areas that you want to

recognize.

2 Select the appropriate language character sets in

Language

the document.

3 Select the main and user dictionaries in the

Language

the most frequently.

4 Deselect

Accuracy

the dictionary information that will conflict with nonmatching languages.

5 Perform OCR on the document.

settings for all languages in the

settings for the language that appears

Use Language Analyst

settings. Both of these features use

and

3D OCR

Recommendations for More Accurate Processing

Use this method if you have dictionaries for all languages.

1 Create zones around areas of just one language. 2 Select the appropriate language character set and

main and user dictionaries for that language in the

Language

3 Perform OCR on the document and save the text in

the desired file format.

4 Repeat steps 1–3 for other language areas of the

document.

5 Combine all files together in your word processor.

settings.

4-8 Settings Guide

How Many Languages Are in Your Document?

One Language Recommendations

• Select the appropriate language character set in

Language

the

• Select the appropriate main and user dictionaries in the

• Deselect

Accuracy

the dictionary that matches the language in your document. Both of these features use dictionary information that will conflict with non-matching languages.

settings.

Language

settings.

Use Language Analyst

settings if you do not have a main

and

3D OCR

Settings Guide 4-9

Are You Processing a Multiple-Page Document?

Yes Recommendations if You Have an

Automatic Document Feeder (ADF)

• Select

• Insert blank pages to separate more than one job

Other Recommendations

• Set the desired process commands and click

• Create and use a zone template if all pages have

• Choose

• After OCR, choose

Scan Until Empty

scan a stack of pages at once. Otherwise, you must click the Image button to scan each subsequent page.

Double-Sided Pages

print on both sides. You will be prompted to turn the stack over.

within a stack of pages. You can save pages between blank pages as separate files after OCR.

AUTO

to automatically process each page of your

document in order.

similar zoning requirements.

Schedule OCR...

schedule processing for a specific time. Pick a time that you plan to be away from your computer.

You can select an option to save the recognized document as a single file, one file per page, or a new file after each blank page.

in the

Scanner

to scan pages with

in the Process menu to

Save As...

in the File menu.

settings to

4-10 Settings Guide

No Recommendations

• Set the desired process commands and click

AUTO

to automatically process the page.

• Click the Image button to add more pages to the document by scanning or loading images.

Chapter 5

Technical Information

This chapter provides troubleshooting and other technical information about using OmniPage Pro.

For detailed information on OmniPage Pro settings and procedures, please look in OmniPage Pro’s online help.

Please continue reading this chapter for information on these topics:

• Troubleshooting Solutions

• Scanner Setup Issues

• Product Support

Technical Information 5-1

Troubleshooting Solutions

Topics in this section include:

• General Troubleshooting Solutions

• Setup Program Requests the Same Disk

• Uninstalling the Software

• Testing OmniPage Pro in Safe Mode

• Low Memory Problems

• Low Disk Space Problems

• Scanning Problems

• OCR Problems

Please see your Windows documentation for information on optimizing your system and application performance.

General Troubleshooting Solutions

Try these possible solutions first if you experience problems with OmniPage Pro:

• Make sure that your system meets all requirements as listed in “System Requirements” on page 2-2.

• Restart your computer and make sure other applications are functioning properly.

• Use the software that came with your scanner to verify that the scanner works properly before using it with OmniPage Pro.

• Turn off your scanner, turn it back on, and then restart your computer. Make sure that your scanner is plugged in and that all cable connections are secure.

• Make sure you have the latest drivers for your scanner, printer, and video card by contacting their manufacturers.

• Run ScanDisk to check your hard disk for errors. See Windows 95 online help for more information.

• Defragment your hard disk. See Windows 95 online help for more information.

• Uninstall and reinstall OmniPage Pro and the Scan Manager.

5-2 Technical Information

Setup Program Requests the Same Disk

Try this solution if the Setup program repeatedly requests the same installation disk:

1 Exit the Setup program and eject the disk. 2 Restart your computer. 3 Run ScanDisk to check the installation disk for errors.

See Windows 95 online help for more information on ScanDisk. If any errors are detected, contact Product Support for a replacement disk. See “Product Support” on page 5-10.

4 Try installing again if ScanDisk detects no errors.

If problems with the disk persist, contact Product Support for a replacement disk.

If you are running Windows from the network, make sure that you have full privileges to the Windows folders.

Uninstalling the Software

Sometimes uninstalling and then reinstalling OmniPage Pro and the Scan Manager will solve a problem.

Troubleshooting Solutions

To uninstall OmniPage Pro:

1 Close OmniPage Pro. 2 Click

Settings

3 Double-click 4 Click the 5Select

Remove...

6 Click

You can uninstall the Scan Manager in the same way. Some icons and program files may remain on your system if they have been renamed, modified, or moved to different locations.

After uninstalling OmniPage Pro, reinstall it in Windows 95 safe mode. See Windows 95 online help for more information.

in the Windows 95 Taskbar and choose

Start

Control Panel



Add/Remove Programs

Install/Uninstall

OmniPage Pro for Windows 95

. to confirm that you want to remove OmniPage Pro.

Ye s

tab.

and then click

Technical Information 5-3

Add/

Troubleshooting Solutions

Testing OmniPage Pro in Safe Mode

Restarting Windows 95 in a simplified system. This is recommended when you cannot resolve crashing problems or if OmniPage Pro has stopped running altogether. See Windows online help for more information on safe mode.

Your scanner will not run with OmniPage Pro in safe mode, so do not test scanner problems in this configuration.

To test OmniPage Pro in safe mode:

1 Restart Windows in safe mode by pressing F8 immediately

after you see the “Starting Windows 95” message.

2 Launch OmniPage Pro and try performing OCR on an image.

Use an existing image file such as the Sample.tif file.

• If OmniPage Pro does not launch or run properly in safe mode, then there may be a problem with the installation. Uninstall OmniPage Pro and then reinstall it in safe mode.

• If OmniPage Pro runs in safe mode, then a device driver on your system may be interfering with OmniPage Pro operation. Troubleshoot the problem by restarting Windows in Step-by-Step Confirmation mode. See Windows online help for more information.

safe mode

allows you to test OmniPage Pro on

Low Memory Problems

5-4 Technical Information

OmniPage Pro may run poorly under low memory conditions. This may be indicated by out-of-memory messages or if OmniPage Pro works slowly and accesses the hard drive a lot. Try these solutions for low memory conditions:

• Restart Windows.

• Close other open applications to free up memory.

• Close unnecessary OmniPage Pro windows.

• Defragment your hard disk to free up contiguous blocks of memory. See Windows online help for instructions.

• Increase the amount of free hard disk space.

• Increase your computer’s physical memory (RAM). More memory optimizes OCR performance. 8MB of RAM is the

minimum required, but 12MB or more is recommended.

Low Disk Space Problems

Problems may occur if your system runs low on free disk space. Try these solutions for low disk space problems:

• Empty the Windows Recycle Bin.

• Delete the *.tmp files in the Temp folder. This folder is usually in your Win 95 folder.

• Run ScanDisk to check for errors that may be using up disk space. See Windows online help for instructions.

• Back up unneeded files onto floppy disks or other media and delete them from your hard disk.

• Remove Windows applications that you do not use.

• Defragment your hard disk. See Windows online help for instructions.

Scanning Problems

This section contains information and solutions for scanning problems. See also “Scanner Setup Issues” on page 5-8

Problems Connecting OmniPage Pro to Your Scanner

Try these solutions if you experience a problem between OmniPage Pro and your scanner or if you receive a scanner error message when you launch OmniPage Pro.

• Make sure the scanner is supported by OmniPage Pro. A list of tested scanners is provided in the

your scanner is not listed, call your scanner manufacturer to find out if it is supported.

• Make sure the Scan Manager is installed and that you selected the correct default scanner in the Scan Manager.

See “Setting Up Your Scanner With OmniPage Pro” on page 2-3.

• Make sure you have installed the latest scanner driver supplied by the scanner manufacturer.

• Make sure your scanner is turned on and connected securely. Some scanners drivers must be loaded at startup. In this case,

turn your scanner on and restart your computer.

• Make sure the scanner is not in use by another application.

• Uninstall and then reinstall the Scan Manager.

Troubleshooting Solutions

Scanner Setup Notes

. If

Technical Information 5-5

Troubleshooting Solutions

Missing

System Crash During Scan

Scan Image

The

Scan Image

down list in the following cases:

• You did not install the Scan Manager or select an appropriate default scanner in it. See “Setting Up Your Scanner With OmniPage Pro” on page 2-3 for instructions.

• Your scanner is not connected to your computer or is not functioning properly. See “Scanning Problems” on page 5-5.

• You use a Visioneer scanner or your scanner is set up to work with Visioneer’s PaperPort software such as the HP ScanJet 4s. See “Using Visioneer PaperPort with OmniPage Pro” on page 5-9 for more information.

Try these solutions if a crash occurs during a scan:

• Check your scanner setup. See “Scanner Setup Issues” on page 5-8 for more information.

•Check the scanmgr.ini file in the Win95\Caere32 folder for the appropriate settings if you are using a TWAIN scanner.

• Check with the scanner manufacturer to make sure you have the latest driver for your scanner.

• Resolve low memory problems. See “Low Memory Problems” on page 5-4 for more information.

• Resolve low disk space problems. See “Low Disk Space Problems” on page 5-5 for more information.

Command

command does not appear in the Image button’s drop-

OCR Problems

5-6 Technical Information

This section contains information and solutions for possible OCR problems.

System Crash During OCR

Try these solutions if a crash occurs during OCR:

• Break complex images (lots of text and graphics or elaborate formatting) into smaller jobs by performing OCR on one zone at a time.

• Resolve low memory problems. See “Low Memory Problems” on page 5-4 for more information.

• Resolve low disk space problems. See “Low Disk Space Problems” on page 5-5 for more information.

Troubleshooting Solutions

• Restart Windows in safe mode and test OmniPage Pro by

performing OCR on Sample.tif. See “Testing OmniPage Pro in Safe Mode” on page 5-4.

• Uninstall and reinstall OmniPage Pro.

Text Does Not Get Recognized Properly

Try these solutions if any part of the original document is not converted to text properly during OCR:

• Look at the original page image and make sure that all text areas are enclosed by text zones. If an area is not enclosed by a zone, it is ignored during OCR.

• Make sure text zones are identified correctly. Alphanumeric text zones are marked by an A. User-defined text zones are marked by a U. Graphic zones are marked by a G. Reidentify zones, if necessary, and perform OCR on the document again.

•Select

Use Language Analyst

in the Accuracy settings if your main dictionary matches the language of your document. The Language Analyst evaluates words and corrects likely errors during OCR.

• You can

OmniPage Pro to recognize text characters that are

train

not being recognized properly. Please see OmniPage Pro’s online help for instructions on training OCR.

•If you use

True Page

as the

Output Format

setting, recognized text gets put into frames (formatting boxes) in the text viewer. Some text may be hidden from view if a frame is too small. To view the text, place the cursor in the text frame and use the arrow keys on your keyboard to scroll to the top, bottom, left, or right of the frame.

Problems With Fax Recognition

Try these solutions to improve OCR accuracy on fax images:

• Ask senders to select

Fine

mode when they send you a fax.

Best

This produces a resolution of 200x200 dpi.

• Ask senders to transmit files directly to your computer via fax modem if you both have one. You can load Exchange faxes directly into OmniPage Pro. Or, you can save faxes as image files and then load them into OmniPage Pro.

• Ask senders to use clean, original documents if possible. Sans serif fonts are easier to recognize than serif fonts.

Technical Information 5-7

Scanner Setup Issues

Topics in this section include:

• Scanner Drivers Supplied by the Manufacturer

• Scanner Drivers Supplied by Caere

• Scanner Message on Launch

• Using Visioneer PaperPort with OmniPage Pro

• Using TWAIN-Compliant Scanners

Scanner Drivers Supplied by the Manufacturer

Many scanners are shipped with one or more software that allows your computer to communicate with your scanner. Some scanners do not require drivers and other scanners require more than one driver. Refer to your scanner documentation for information about installing any required scanner drivers.

Make sure that your scanner and scanner driver are properly installed and configured before installing OmniPage Pro. Like all software, scanner drivers are periodically updated. Make sure that you have installed the latest scanner driver supplied by the manufacturer.

scanner drivers

Scanner Drivers Supplied by Caere

OmniPage Pro is shipped with special scanner drivers that allow it to communicate with supported scanners. These scanner driver files are installed on your computer when you install the Caere Scan Manager. In order to use your scanner with OmniPage Pro, you must select the appropriate default scanner in the Scan Manager. See “Setting Up Your Scanner With OmniPage Pro” on page 2-3 for more information.

Scanner Message on Launch

You may get this message the first time you launch OmniPage Pro after installing or changing your default scanner in the Scan Manager:

scanner’s configuration is set using the system-level driver.

dialog box if it asks for no more information. You may also have the option to select:

• SCSI ID or scanner configuration information Consult your scanner documentation for the correct information.

• Page size information Enter the largest size page that your scanner supports

. This is

This

Click OK in the

5-8 Technical Information

Using Visioneer PaperPort with OmniPage Pro

OmniPage Pro automatically integrates with Visioneer’s PaperPort software. However, you cannot scan directly into OmniPage Pro if you use a Visioneer scanner or if your scanner is set up to work with PaperPort software (such as the HP ScanJet 4s). Instead, scan pages into PaperPort and then drag the page images onto the OmniPage Pro icon at the bottom of the PaperPort Desktop. The page images will be loaded into OmniPage Pro. See OmniPage Pro’s online help for more information.

Using TWAIN-Compliant Scanners

OmniPage Pro supports TWAIN-compliant scanners. Please consult the scanmgr.ini file located in the Win95\Caere32 folder for information about appropriate settings for various TWAIN sources. If your TWAIN source is not listed as a section in this file, please follow the instructions in the file to create an entry for your TWAIN source.

Make sure that you have installed the TWAIN software from your scanner manufacturer before setting up TWAIN with OmniPage Pro. Do not run other TWAIN-compliant applications while using or installing a TWAIN scanner with OmniPage Pro.

Scanner Setup Issues

To select a TWAIN scanner in OmniPage Pro:

1 Exit OmniPage Pro if it is running. 2 Click

Programs

If you have not installed the Scan Manager, see “Setting Up Your Scanner With OmniPage Pro” on page 2-3.

3 Click

Scan Manager disk when prompted.

4Select

Install.

5Select

Set As Default Scanner

The Select Source dialog box appears. 6 Select a TWAIN source and click 7 Click

in the Windows 95 Taskbar and choose

Start

Caere ApplicationsScan Manager



in the Scanner Setup dialog box and insert the

Add>>

TWAIN scanner

in the

List of Scanners

Installed Scanners

Select

list box and click

Technical Information 5-9

list box and click

Product Support

Please look first in OmniPage Pro’s online help or in this manual if you need help — you may be able to save yourself a phone call.

Product Support Services

Product support and information are available for registered users through these services.

Service How to Contact

World Wide Web home page http://www.caere.com common Q&A

Download Service (BBS) (408)-395-1631 patches, updates

Automated Fax Response Service (408)-354-8471 common Q&A

Phone Support in North America (fee-based)

(408)-395-8319 troubleshooting

International Product Support Numbers

These phone numbers, listed by language, are for registered users in the European Community.

German +(49) (0) 2208 94770

English +(49) (0) 2208 947714

French +(49) (0) 2208 947716

Italian +(49) (0) 2208 947721

Spanish +(49) (0) 2208 947718

Information Product Support Needs From You

Please have the following information ready and be near your computer when you call Caere Product Support:

• OmniPage Pro version and serial number

• The amount of RAM in your system

• A listing of the autoexec.bat and config.sys files

• The make and model of your computer system and peripheral devices (scanner, printer, monitor, and so on), if applicable

Service Provided

and product information

5-10 Technical Information

Index

Numerics

3D OCR

using for poor-quality

documents 4-3

when to deselect 4-8, 4-9

AccuPage 3-4, 3-10 Accuracy settings 4-2

see also OmniPage Pro’s online

help

Accuracy statistics

see OmniPage Pro’s online help Acquiring images 3-7 Adding pages to a document

loading Exchange faxes 3-9

loading image files 3-8

scanning pages 3-8 ADF settings 4-10 Adjusting page views

see OmniPage Pro’s online help Alphanumeric zone types 3-13 Applications and formatting 4-6 AUTO button

automatic processing 3-6

described 3-3

using the OCR Wizard 3-7 Auto Zones command 3-4 Auto zoning procedure 3-10 Automatic processing 3-6 AutoOCR toolbar

Export button 3-6

Image button 3-4

location of 2-6

OCR button 3-5

overview 3-3

setting process commands in

3-3

Zone button 3-4

Basic steps of OCR 3-2 BBS 5-10 Black-and-white scanners 4-3 Blank pages in multiple page

document 4-10 Blue text 3-14 Bringing images into OmniPage Pro

3-7

Caere Documents

see OmniPage Documents Caere Product Support 5-10 Canceling edits

see OmniPage Pro’s online help Changing pages in a document

see OmniPage Pro’s online help Changing toolbar views

see OmniPage Pro’s online help Character training file 3-5 Checking OCR results

checking for errors 3-14

verifying text 3-16 Clearing zones 3-13 Clipboard

copying an entire document to

3-18

Closing documents

see OmniPage Pro’s online help Colored backgrounds 4-3 Colored text 3-14 Comparing text with images 3-16 Convert To command

see OmniPage Pro’s online help Copying and pasting text 3-18

see also OmniPage Pro’s online

help Copying graphics 3-18 Creating new zone types

see OmniPage Pro’s online help

Creating zones

automatically 3-10 manually 3-11

with a template 3-12 Current document, finishing 3-6 Cutting and pasting text

see OmniPage Pro’s online help

Defer Export setting 3-6 Defer OCR setting 3-5 Degraded copies 4-3 Deinstalling the software 5-3 Deleting an entire page

see OmniPage Pro’s online help Deleting text

see OmniPage Pro’s online help Deleting zones 3-13 Desktop 2-6 Dictionaries 4-8, 4-9 Direct Input

see OCR Aware Disk space

increasing 5-5

required 2-2 Document

adding Exchange faxes to 3-9

adding images files to 3-8

adding scanned pages to 3-8

exporting 3-16

finishing 3-6

keeping graphics in 4-7

processing automatically 3-6

Index-1

processing multiple languages

in 4-8

processing multiple pages in

4-10 quality of original 4-3 types 4-4

Double-sided pages 4-10 Drag and Drop 3-14

see also OmniPage Pro’s online

help

Draw Zones tool 3-11 Drawing zones 3-11

Editing graphics

see OmniPage Pro’s online help

Editing training files

see OmniPage Pro’s online help

Editing zone types

see OmniPage Pro’s online help

Enlarging page views

see OmniPage Pro’s online help

Errors

checking for 3-14 possible reasons 5-7

Exchange

loading faxes from 3-9 sending a recognized

document with 3-18

Export button 3-6 Export file formats

see OmniPage Pro’s online help

Exporting documents

copying an entire document to

the Clipboard 3-18 saving original images 3-17 saving recognized text 3-17 sending a document with

Microsoft Exchange 3-18

Fax on demand 5-10 Faxes

improving recognition

accuracy of 5-7 loading from Exchange 3-9

File Formats

see OmniPage Pro’s online help Finishing the current document 3-6 Font mapping 4-6

see also OmniPage Pro’s online

help Foreign languages 4-8 Formats supported

see OmniPage Pro’s online help

Formatting

and target applications 4-6 retaining during OCR 4-6

Frames

removing on export 4-6 text hidden by 5-7

Getting accuracy statistics

see OmniPage Pro’s online help Getting images 3-7 Graphic editor

see OmniPage Pro’s online help Graphics

copying 3-18

grayscale 4-7

line-art 4-7

retaining during OCR 4-7

saving separately 4-7

specifying graphic zones 3-13 Grayscale scanners

brightness settings for 4-3

getting grayscale graphics with

4-7 Green text 3-14 Guidelines 4-1

for different types of

documents 4-4

for keeping original formatting

4-6

for processing different

languages 4-8

for processing multiple-page

documents 4-10

for retaining graphics during

OCR 4-7

for varying document quality

4-3

Handwritten text 1-2, 3-14 Hard-disk space required 2-2 Help, online vi Hidden text 5-7 HP AccuPage 3-4, 3-10 HP ScanJet 4s scanner 5-9

Identifying zone types 3-13 Ignoring graphics during OCR 4-7 Ignoring original formatting 4-6 Image button 3-4 Image editing

see OmniPage Pro’s online help

Image files

loading 3-8

saving 3-17 Image viewer 2-6 Images

bringing into OmniPage Pro

3-7 defined 1-2 loading Exchange faxes 3-9 loading image files 3-8 saving original 3-17 scanning pages 3-8

Import file formats

see OmniPage Pro’s online help

Initiating OCR outside OmniPage

Pro 3-2 see also OmniPage Pro’s online

help

In-place activation

see OmniPage Pro’s online help

Installing

OmniPage Pro 2-2 Scan Manager 2-3

Interface language

see OmniPage Pro’s online help

International support numbers 5-10

Keeping formatting during OCR 4-6

Index-2

Keeping graphics during OCR 4-7

Language Analyst

see also OmniPage Pro’s online

help

using for poor-quality

documents 4-3, 5-7

when to deselect 4-8, 4-9

Language settings 4-2

see also OmniPage Pro’s online

help

Languages

processing more than one 4-8

processing one 4-8 Legal documents 4-5 Letter documents 4-4 Letter markers in zones 3-13 Line-art drawings 4-7 Load Exchange Fax command 3-4 Load Image command 3-4 Loading

Exchange faxes 3-9

image files 3-8 Logos, retaining 4-7 Low disk space problems 5-5 Low memory problems 5-4

Magazine pages 4-4 Magnified view of original image

3-16 Main dictionaries 4-8, 4-9 Manual Brightness settings 4-3 Manual Zones command 3-5 Manually zoning a page 3-11 Memory

problems 5-4

requirements 2-2 Memos 4-4 Microsoft Exchange

loading a fax from 3-9

sending a recognized

document with 3-18 Missing Scan Image command 5-6 Mixed document formats 4-5

Modifying graphics

see OmniPage Pro’s online help

Modifying text

see OmniPage Pro’s online help

Moving zones

see OmniPage Pro’s online help Multiple Columns setting 4-4 Multiple-language documents 4-8 Multiple-page documents 4-10

New documents, automatically

processing 3-6 Newspaper pages 4-4 Numeric zone types 3-13

OCR

automatic processing 3-6

AutoOCR toolbar 3-3

basic steps of 3-2

defined 1-2

problems with 5-6 OCR Aware 3-2

see also OmniPage Pro’s online

help

selecting settings for 4-2 OCR button 3-5 OCR commands

Defer OCR 3-5

OCR and Check 3-5

Perform OCR 3-5

Train OCR 3-5 OCR Wizard 3-3

using 3-7 OLE 3-14

see also OmniPage Pro’s online

help OmniPage Documents 3-16 OmniPage Pro

basic steps of OCR 3-2 changing the default scanner

for 2-4

desktop 2-6 installing 2-2 overview of OCR 1-2

registering your copy 2-5 starting 2-5 system requirements 2-2

Opening documents

see OmniPage Pro’s online help

Optical character recognition

see OCR

Options dialog box 4-2

see also OmniPage Pro’s online

help Original document quality 4-3 Original formatting

specifying how much to keep

4-6 Original image

comparing to text 3-16 saving 3-17

Page Format settings 4-2

see also OmniPage Pro’s online

help Pages

loading Exchange faxes 3-9 loading images files 3-8 scanning 3-8

PaperPort

missing Scan Image command

5-6

using with OmniPage Pro 5-9

Pasting text

see OmniPage Pro’s online help Performing OCR 3-14 Phone numbers

for product support 5-10

for registering OmniPage Pro

2-6 Photos, retaining during OCR 4-7 Poor-quality documents 4-3 Printing text and images

see OmniPage Pro’s online help Procedures 3-2 Process commands

AUTO 3-3

Export 3-6

OCR 3-5

Index-3

setting 3-3 Zone 3-4

Process settings 3-3, 4-2

see also OmniPage Pro’s online

help

Product support

see also Troubleshooting information to provide 5-10 international support 5-10 support services 5-10

Quality of the original document 4-3

RAM requirements 2-2, 5-4 Recognizing text 3-14 Recommendations

for different types of

documents 4-4

for keeping original formatting

4-6

for processing different

languages 4-8

for processing multiple-page

documents 4-10

for retaining graphics during

OCR 4-7

for varying document quality

4-3 Red text 3-14 Reducing page views

see OmniPage Pro’s online help Register menu 2-5 Registering applications with OCR

Aware

see OmniPage Pro’s online help Registering your copy of OmniPage

Pro 2-5 Reidentifying zone types 3-13 Reject characters 3-14 Removing frames 4-6 Removing original formatting 4-6 Reorder Zones tool 3-11 Reordering zones

see OmniPage Pro’s online help

Repositioning zones

see OmniPage Pro’s online help

Resizing a page

see OmniPage Pro’s online help

Resizing zones

see OmniPage Pro’s online help

Retaining

graphics during OCR 4-7 original formatting 4-6

Reverting to last-saved document

see OmniPage Pro’s online help Rich Text Format 4-6 Rotate Image tool 3-11 RTF 4-6

Safe mode 5-4 Save Image command 3-17 Save Zone Template command 3-12 Saving

original images 3-17

recognized text 3-17

zone templates 3-12 Scan Image command 3-4

if missing 5-6 Scan Manager

changing your default scanner

2-4 drivers 5-8 installing 2-3 scanmgr.ini 5-9

scanmgr.ini 5-9 Scanner drivers

supplied by Caere 5-8 supplied by the manufacturer

5-8

Scanner settings 4-2

see also OmniPage Pro’s online

help

Scanner setup issues 5-8

changing the default scanner

2-4 installing the Scan Manager 2-3 missing Scan Image command

5-6

using TWAIN-compliant

scanners 5-9

Scanning

changing your default scanner

2-4

missing Scan Image command

5-6 pages into OmniPage Pro 3-8 system crash during 5-6 with Visioneer PaperPort 5-9

Scheduling OCR 4-10

see also OmniPage Pro’s online

help

Settings guide 4-1

see also OmniPage Pro’s online

help

Setup

installing OmniPage Pro 2-2 installing the Scan Manager 2-3 program requests same disk 5-3 scanner setup issues 5-8

Shaded backgrounds 4-3 Shortcut menus, initiating OCR with

see OmniPage Pro’s online help

Single Column setting 4-4 Specifying zone types 3-13 Spreadsheets 4-4 Standard toolbar, location of 2-6 Starting OmniPage Pro 2-5 Statistics on accuracy

see OmniPage Pro’s online help

Steps of OCR 3-2 Stripping formatting 4-6 Supported file formats

see OmniPage Pro’s online help

Supported scanners

see the Scanner Setup Notes

System requirements 2-2

Tables 4-4 Target applications and formatting

4-6

Technical support

see Product support

Templates

Index-4

saving 3-12

using 3-12 Testing in safe mode 5-4 Text characters

checking for errors 3-15

hidden from view 5-7

thick and run-together 4-3

thin and broken 4-3

verifying against image 3-16

well-formed 4-3 Text frames 5-7

removing 4-6

text hidden in 5-7 Text recognition

creating zones for 3-10

deferring 3-5

performing OCR 3-14

problems with 5-6 Text viewer 2-6 Text zones 3-13 The basic steps of OCR 3-2 Thick or run-together text characters

4-3 Thin or broken text characters 4-3 Thumbnail viewer 2-6 Toolbar views

see OmniPage Pro’s online help Toolbars

AutoOCR 3-3

Zone 3-11 Train OCR command 3-5 Training OCR for special characters

see OmniPage Pro’s online help Troubleshooting 5-2

5-7 general solutions 5-2 low disk space problems 5-5 low memory problems 5-4 OCR problems 5-6 product support services 5-10 scanning problems 5-5 setup program requests the

same disk 5-3 testing in safe mode 5-4 text does not get recognized 5-7 uninstalling the software 5-3

True Page

see also OmniPage Pro’s online

help frames in the text viewer 5-7 when to select 4-6

Tutorials

see OmniPage Pro’s online help

TWAIN scanners 5-9 Types of documents 4-4

Undoing edits

see OmniPage Pro’s online help

Uninstalling the software 5-3 Use Language Analyst setting 4-3 User dictionaries 4-8, 4-9 User interface language

see OmniPage Pro’s online help

Using online help vi

Viewing documents

see OmniPage Pro’s online help

Viewing original images 3-16 Visioneer scanners

missing Scan Image command

5-6 using with OmniPage Pro 5-9

Web page 5-10 Well-formed text characters 4-3 Windows NT

installing OmniPage Pro on 2-3 memory requirement for 2-2 starting OmniPage Pro on 2-5

Wizard, for OCR 3-3 Working with documents

see OmniPage Pro’s online help

Zone button 3-4 Zone markers 3-13 Zone template

creating and saving 3-12 creating zones with 3-12

Zone toolbar

Draw Zones tool 3-11

location of 2-6 Reorder Zones tool 3-11 Rotate Image tool 3-11 Zone type drop-down list 3-11

Zone types

described 3-13 reidentifying 3-13 Zone Type drop-down list 3-11

Zones

alphanumeric 3-13 and HP AccuPage 3-10 creating automatically 3-10 creating manually 3-11 creating with a template 3-12 deleting 3-13 drawing 3-11 graphic 3-13 reidentifying types 3-13 using templates 3-12

Zooming in or out on a page

see OmniPage Pro’s online help

Index-5

Index-6

Nuance OMNIPAGE PRO FOR WINDOWS 95 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Welcome

Help Menu Commands

Context-Sensitive Help

What Is Optical Character Recognition (OCR)?

What OmniPage Pro OCR Can Do

Installation and Setup

System Requirements

Installing OmniPage Pro

Setting Up Your Scanner With OmniPage Pro

Starting OmniPage Pro

Registering OmniPage Pro

The OmniPage Pro Desktop

Basic Procedures

The Basic Steps of OmniPage Pro OCR

The AutoOCR Toolbar

Setting Process Commands

AUTO Button Commands

Image Button Commands

Zone Button Commands

OCR Button Commands

Automatic Processing

Export Button Commands

Bringing Document Images into OmniPage Pro

Scanning Pages

Loading Image Files

Loading Exchange Faxes

Creating Zones for OCR

Creating Zones Automatically

Creating Zones Manually

Creating Zones Using a Template

Deleting Zones

Reidentifying Zone Types

Performing OCR on a Document

Checking OCR Results

Exporting Documents

Verifying Text

Saving a Document

Copying a Document to the Clipboard

Sending a Document With Microsoft Exchange

Settings Guide

Selecting OmniPage Pro Settings

What Is the Quality of the Original Document?

What Type of Document Are You Processing?

How Much Original Formatting Do You Want to Keep?

Do You Want to Retain Graphics in Your Document?

How Many Languages Are in Your Document?

Are You Processing a Multiple-Page Document?

Technical Information

Troubleshooting Solutions

General Troubleshooting Solutions

Setup Program Requests the Same Disk

Uninstalling the Software

Testing OmniPage Pro in Safe Mode

Low Memory Problems

Low Disk Space Problems

Scanning Problems

OCR Problems

Scanner Setup Issues

Scanner Drivers Supplied by the Manufacturer

Scanner Drivers Supplied by Caere

Scanner Message on Launch

Using Visioneer PaperPort with OmniPage Pro

Using TWAIN-Compliant Scanners

Product Support

Product Support Services

International Product Support Numbers

Information Product Support Needs From You

Numerics