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

Copyright© 1996 Caere Corporation. All rights reserved. CAERE®, OmniPage®, Language Analyst®, 3D OCR®, True Page®, AnyPage, and AnyFax are trademarks of Caere Corporation

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)

ii

Table of Contents

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

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

iv

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

v

Help Menu Commands

Help Menu Commands

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

Choose OmniPage Pro Help Topics to get contents and index listings of online help topics available for OmniPage Pro.

Choose Getting Started to get introductory topics to OmniPage Pro.

Choose OmniPage Limited Edition Help to find out how to use features in OmniPage Pro that are similar to features used in OmniPage Limited Edition.

Choose Product Support to find out how to get product support 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 Help button. Click Help to get information about that dialog box.

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

vi

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 optical character recognition (OCR) 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.

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)?

What Is Optical Character Recognition (OCR)?

Optical character recognition (OCR) is the process of turning an image into 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 (pixels) that together 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.

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.

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.

1-2 Introduction to OmniPage Pro

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

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 Release Notes for the most up-to-date information 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 before 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.

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:

1Click Start in the Windows 95 taskbar and choose

Settings Control Panel.

2Double-click Add/Remove Programs.

3Click the Install/Uninstall tab and click Install....

4Insert OmniPage Pro disk #1 in your computer’s floppy disk drive and click Next.

The Setup program starts.

5Click Next to continue with installation.

2-2 Installation and Setup

Setting Up Your Scanner With OmniPage Pro

6Follow the onscreen instructions and insert the other installation disks as prompted.

To install OmniPage Pro on Windows NT 3.51:

1Start Windows NT and open the Program Manager.

2Insert OmniPage Pro disk #1 in your computer’s floppy disk drive.

3Choose Run in the Program Manager’s File menu.

4Type a:\setup (or b:\setup) in the Command Line text box and click OK.

5Follow the onscreen instructions and insert the other installation disks as prompted.

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 before you use it with OmniPage Pro. See “Scanner Setup Issues” on page 5-8.

To install the Scan Manager at a later time:

1Click Start in the Windows 95 taskbar and choose

Settings Control Panel.

2Double-click Add/Remove Programs.

3Click the Install/Uninstall tab and click Install....

4Insert the Scan Manager disk in your computer’s floppy disk drive and click Next.

The Setup program starts.

5Click Next and follow the onscreen directions to install and select your default scanner.

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

Installation and Setup 2-3

Setting Up Your Scanner With OmniPage Pro

To change your default scanner in OmniPage Pro:

1Exit OmniPage Pro if it is running.

2Click Start in the Windows 95 taskbar and choose

Programs Caere Applications Scan Manager 2.0. The Scanner Setup dialog box appears.

3Click Add>> and insert the Scan Manager disk when prompted. 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 booklet.

4Select your scanner in the List of Scanners list box and click

Install.

The driver for that scanner is installed and the name of the scanner appears in the Installed Scanners list box.

5Select your scanner in the Installed Scanners list box and click Set As Default Scanner.

The default scanner will be used with OmniPage Pro.

Scanners that have installed drivers appear here.

6 Click Close.

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.

2-4 Installation and Setup

Starting OmniPage Pro

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 Start in the taskbar and choose

Programs Caere Applications OmniPage Pro for Windows 95. The OmniPage Pro launcher is located in the program folder you selected during installation; Caere Applications is the default.

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

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.

To register OmniPage Pro:

1Click 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

2Click the Call drop-down list and locate the phone number for your country.

3Call 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.

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

Registration Number text box and click OK.

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

The OmniPage Pro Desktop

Standard toolbar AutoOCR toolbar

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

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.

Zone toolbar

The image viewer

The text viewer displays the

displays the current

current page’s recognized

page’s original image.

text and retained graphics.

Use the OCR Wizard if you want to be guided through the entire OCR process. Select OCR Wizard in the AUTO button’s drop-down list and 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.

2-6 Installation and Setup

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

The Basic Steps of OmniPage Pro OCR

Optical character recognition (OCR) is the process of turning an image into computer-editable text so you do not have to retype the text manually.

These are the basic steps of OmniPage Pro OCR:

1Bring 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.

2Create 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.

3Perform 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.

4Export 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 OCR Aware feature to initiate OCR from 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.

3-2 Basic Procedures

The AutoOCR Toolbar

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.

AUTO

Image

Zone

OCR

Export

button

button

button

button

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... in the Process menu and select process 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 AutoOCR and OCR Wizard commands.

AutoOCR

Select AutoOCR to finish processing a new or open document according to the selected process commands. See “Automatic Processing” on page 3-6.

OCR Wizard

Select OCR Wizard to have the OCR Wizard guide you through the entire

OCR process.

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 Scan Image, Load Image, and Load Exchange Fax commands.

Scan Image

Select Scan Image to scan paper documents in your scanner. This 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 to load existing image files such as TIFF or PCX files.

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

Load Exchange Fax

Select Load Exchange Fax to load faxes from Microsoft Exchange. This command only appears in the drop-down list if you have Microsoft Exchange installed. See “Loading Exchange Faxes” on page 3-9.

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 Auto Zones and Manual Zones commands and the names of any zone templates you have created.

Auto Zones

Select Auto Zones to have OmniPage Pro automatically draw and order zones on document images. If you use a scanner that supports HP AccuPage, you can select HP AccuPage as the auto zoning option for scanned pages. See “Creating Zones Automatically” on page 3-10.

3-4 Basic Procedures

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