Pearson 70 User Manual

Installation Guide
for the OpScan iNSIGHT™ 70 Scanner
Installation Guide
for the OpScan iNSIGHT™ 70 Scanner
Publication Number 203 737 002
5601 Green Valley Drive
Bloomington, MN 55437-1099
Copyright © 2005 NCS Pearson, Inc. All rights reserved.
Printed in the United States of America.
No part of this book may be reproduced in any form, or by any
means, without the written permission from the publisher.
For Users in the United States
This equipment complies with the requirements in part 15 of FCC Rules for a Class A computing device. Operation of the equipment in a residential area may cause unacceptable interference to radio and television reception requiring the operator to take whatever steps are necessary to correct the interference.
For Users in Canada
The digital apparatus does not exceed the Class A limit for radio noise emission from digital apparatus set in the Radio Interference Regulations of the Canadian Department of Communications.
Le présent appareil numérique n’émit pas de bruits radioélectriques dépassant les limites applicables aux appareils numériques de la classe A prescit dans le réglement sur le brouillage radioélectrique édicté par le Ministre des Communications du Canada.
Trademarks
ScanTools is a registered trademark and Dynamic deskew, Image Quality Sentry, OpScan iNSIGHT, Pearson NCS, the Pearson NCS logo, and Picture Perfect are trademarks of NCS Pearson, Inc.
IBM is a trademark of International Business Machines Corporation.
Microsoft, Windows, and Windows XP are registered trademarks of Microsoft Corporation in the United States and countries.
Tab Date Description
5/05 Manual Released
Revision Log
203 737 002
iii
iv Installation Guide for the OpScan iNSIGHT 70 Scanner
About This Manual
This manual describes how to set up and install the Pearson NCS OpScan iNSIGHT 70 scanner. This manual does not document how to install and configure the OpScan iNSIGHT 70 system software. OpScan iNSIGHT 70 scanner system software is pre-installed and configured at Pearson NCS.
The scanner is typically used with a computer, a color monitor, a printer, and can be connected to a server as part of a scanning network system.
This guide is intended for use by Pearson NCS-trained field engineers. It is assumed that the field engineers have had some training or experience in computer setup and installation, scanners and scanning technology, and networks.
For information on operating the scanner, refer to the Operator's Guide for the OpScan iNSIGHT™ 70 Scanner.
Contents of the Manual

Preface

Chapter 1 provides an overview of the OpScan iNSIGHT 70 scanner's features and parts.
Chapter 2 describes the process of unpacking and positioning the system components, setting up, and installing the OpScan iNSIGHT 70 scanner.
Chapter 3 provides information on installing the scanner computer and other peripherals.
Chapter 4 provides information on scanner checkout procedures, system software, system verification, and customer hand-off.
Note: Depending on when you purchased your OpScan iNSIGHT 70 scanning system, you
are most likely running Windows XP However, because of the possibility of different operating systems, this manual will reference the operating systems generically as the “Windows” operating system.
®
as the operating system on your host computer.
v
Related Documentation
Additional information can be found in the following manuals.
System Component Manual Title
OpScan iNSIGHT 70 Scanner
ScanTools ScanTools
Operator's Guide for the OpScan iNSIGHT™ 70 Scanner
Operator's Quick Reference Card for the OpScan iNSIGHT™ 70 Scanner
Quick Check Guide for the OpScan iNSIGHT™ 70 Scanner
Maintenance Manual for the OpScan iNSIGHT™ 70 Scanner
Parts Manual for the OpScan iNSIGHT ™ 70 Scanner
®
Contacting Customer Support
If you have difficulty installing, configuring, or operating your scanner, you will need our response as quickly as possible.
To speed our ability to help you, please have the following information available prior to contacting Pearson NCS:
Customer number - listed on the shipping documents
Serial number and model number - located on the back of the scanner
A description of the problem, including whether you can determine the
source of the problem based on its symptoms
Plus User’s Guide
Any pertinent information related to the problem such as error messages or
sample output
IMPORTANT: Services not covered under your maintenance program may be billable. Your customer support representative will inform you if you request a billable service.
Customer Support
Hours: Weekdays 8:00 a.m. to 5:00 p.m. Customer’s Local Time
(except for Alaska and Hawaii which is through 7:00 p.m. CST)
1-800-338-5544
Note: Customer support is not available on Pearson NCS holidays.
World Wide Web Access
We invite you to visit our Web site at http://www.pearsonncs.com.
vi Installation Guide for the OpScan iNSIGHT 70 Scanner
Table of Contents
Preface
About This Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Contents of the Manual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Contacting Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
World Wide Web Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Chapter 1 Scanner Overview
Overview of the Scanner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Typical Standalone Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Calling Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Calling Procedure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Chapter 2 Scanner Installation
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Installation Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Checking the Installation Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Installing the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Unpacking the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Spares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Checking the Voltage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Power Noise. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Grounding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Site Power Wiring Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Electrical Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Power Supply Check-out Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Logic Voltage Check-out Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
+12V Boost Power Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Location of the Power Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Chapter 3 Installation of Host Computer and Peripherals
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
vii
Standalone Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Host Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Cabling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Work Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Monitor and Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Keyboard and Mouse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Board/Connector Relationship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Network Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Cabling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Monitor and Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Cabling the Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Cabling the Keyboard and Mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Networking Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Connecting a Scanner to a Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Board/Connector Relationship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Internal Cable Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
Optional Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
System Printers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Standalone Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Network Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Bar Code Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Chapter 4 Scanner Checkout
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Scanner Checkout Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
System Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
System Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
OpScan iNSIGHT 70 Scanner System Software . . . . . . . . . . . . . . . . . . . . . . . 4-2
Customer Hand-off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
viii Installation Guide for the OpScan iNSIGHT 70 Scanner
This chapter presents an overview of the OpScan iNSIGHT 70 scanner and provides information on how to receive technical support for hardware and software problems.

Overview of the Scanner

The OpScan iNSIGHT 70 is a device that captures the image of a form and sends that image to a host computer for analysis. Figure 1-1 illustrates the parts of the scanner.
UPPER DEFLECTOR
INPUT DECK
INPUT HOPPER
READY SWITCH
LOWER DEFLECTOR COVER
OUTPUT HOPPER
OUTPUT DECK
POWER SWITCH
SELECT STACKER
Chapter 1

Scanner Overview

TURNAROUND
PRINTER COVER
SHUNT GATE
Figure 1-1 Scanner Parts
PRINTER DECK
In a typical scanning session, these components function as follows:
The power switch turns on the scanner and any other system components
that are plugged into the scanner's internal power strip.
The READY switch starts and stops the scanner.
1-1
Scanner Overview
Overview of the Scanner
The input hopper holds the forms that are ready to be scanned. When the
scanner is made READY, the input hopper raises; when the scanner stops, the hopper lowers, allowing you to load more documents. The input hopper accepts stacks of up to 750 forms, depending on the thickness and condition of the sheets.
The input hopper height adjustment switch allows you to adjust the height
of the input hopper so that the scanner can pick a sheet. Refer to the Operator's Guide for the OpScan iNSIGHT™ 70 Scanner for instructions on setting this
adjustment.
The output hopper receives the forms that are successfully scanned. When the
scanner starts, the output hopper is raised; when the scanner stops, the stacker is lowered, allowing you to remove the sheets. Before scanning, the output sheet stop adjustment knob should be set to the length of the scanned forms so they will stack properly. The output hopper height adjustment switch adjusts the height at which the hopper halts. Refer to the Operator's Guide for the OpScan iNSIGHT™ 70 Scanner for instructions on making these adjustments.
The scanner picks the forms from the input hopper one at a time. From there,
the form moves along the transport bed by rollers that continually drive the form into the rail to remove possible skew. The form then passes through the read heads where the cameras capture the image of the form.
The form now goes through the turnaround station where the form is turned
over and sent to the wait station. At this point the software application determines where the form should go. If the system includes the optional transport printer, then any information that needs to be printed on the form will be sent there. The form is imprinted as it passes over the print head. The form is then sent to one of two places:
The output hopper accepts up to 750 forms, depending on the thickness
and condition of the sheets. This hopper is reserved for forms that are read
with no errors.
The select stacker accepts up to 200 forms, depending on the thickness
and condition of the sheets. The software controls the stacker's use. It is
used for forms with correctable and non-correctable system errors. For
example, if the system detects a multiple response on a grid, it sends the
form to the select stacker. The operator can fix the form and scan it again;
or, if the wrong form was scanned, it could be sent to the select stacker.
1-2 Installation Guide for the OpScan iNSIGHT 70 Scanner

Typical Standalone Configuration

Figure 1-2 illustrates the components of a typical standalone OpScan iNSIGHT 70 scanner configuration. The form’s image is sent from the OpScan iNSIGHT 70 scanner to the computer for processing.
Scanner Overview
Typical Standalone Configuration
Figure 1-2 Scanner Standalone Configuration
1-3
Scanner Overview

Customer Support

Customer Support
If you have a problem, call Pearson NCS Customer Support. An analyst will respond to questions and concerns when they receive your call. Their only requirement is that you first provide them with the information that they need to help you.
IMPORTANT: Services no longer under warranty or covered under a service agreement, may be billable. Your customer support representative will inform you if you require a billable service.
This section tells you how to request and receive Customer Support assistance in two steps:
Calling requirements
Calling procedure

Calling Requirements

To respond to questions and concerns about your scanner, Pearson NCS requires that you provide certain information when you call for assistance. Pearson NCS cannot process your request for service unless you satisfy these calling requirements.
Read the list of requirements that follows. Check off each requirement as you complete it. To place a request for service, you must provide Pearson NCS with your:
1. Customer number
Your customer number is listed on the shipping documents that Pearson NCS shipped with your scanner. If you do not have access to these documents, ask the Customer Support operator for your customer number the first time you call to request assistance.
Record your customer number for future use: ____________________
2. Scanner serial number and model number
The label on the scanner that contains the serial and model numbers is located on the back of the scanner cabinet near the power cord and on the mechanism plate under the outer turnaround deflector.
Note: Verify the serial and model numbers each time you call.
Record your scanner serial and model numbers for future use.
Serial Number ________________________
Model Number ________________________
1-4 Installation Guide for the OpScan iNSIGHT 70 Scanner

Calling Procedure

The procedure used to request Customer Support assistance is simple and straightforward. All that's required is that you provide some basic information during your call. (Read the first part of this section for a list of the calling requirements.)
To call Customer Support, follow these seven steps:
1. Be familiar with the procedures described in this manual.
2. Write down a description of the problem you are having to ensure that you
address all of your concerns with the Customer Support analyst.
3. Write down a description of the action(s) you have taken to resolve the
problem.
4. Note any error messages that are displayed on your computer's screen.
5. Be ready to provide the scanner serial number, your customer number, and
any other relevant information.
Scanner Overview
Customer Support
!
6. Call the Customer Support number—1-800-338-5544 — and describe the
problem that you are having with your scanner to the Pearson NCS dispatcher.
7. A dispatcher transfers your call to a Customer Support analyst.
If an analyst is not available, you can ask to be put on hold or request a return call.
Customer Support typically returns the call within one hour and responds to your questions about the problem that you reported.
WARNING: Pearson NCS cannot process a request for service without receiving certain basic information from you. Your call cannot be accepted unless you can supply the scanner's serial number and your customer number. Satisfy the calling requirements described in this section before you call Pearson NCS!
Customer Support
Hours: Weekdays 8:00 a.m. to 5:00 p.m. Customer’s Local Time
(except for Alaska and Hawaii which is through 7:00 p.m. CST)
1-800-338-5544
Note: Customer support is not available on Pearson NCS holidays.
1-5
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