Xerox XEScan Customer Training Guide

XEScan Customer Training Guide

October 5, 2001

701P37643

Customers Training Guide

XEScan 1.0

Trademark Acknowledgements

Microsoft Excel is a registered trademark of Microsoft Corporation.

XEROX®, XES™, XEScan, and The Document Company are trademarks of XEROX CORPORATION.

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Customers Training Guide	XEScan 1.0
Table of Contents
XESCAN OVERVIEW ........................................................................................................................................		5
MAKING THE FIRST SCAN .............................................................................................................................		6
THE SCANNER STATUS LED................................................................................................................................		6
THE PREVIEW WINDOW......................................................................................................................................		7
CONFIGURING THE SCANNER ..............................................................................................................................		8
CHOOSING THE LEVEL MODE ..............................................................................................................................		8
CHOOSING THE SINGLE MODE.............................................................................................................................		8
CHOOSING LENGTH AND WIDTH ..........................................................................................................................		8
CHOOSING THE FILE FORMAT ..............................................................................................................................		9
SELECTING THE DIRECTORY FOR SCANNED FILES................................................................................................		9
OUTPUT SIZE AND SCALING................................................................................................................................		9
OUTPUT DPI .......................................................................................................................................................		9
CHOOSING THE AUTOMATIC MODE .....................................................................................................................		9
PREVIEW...........................................................................................................................................................		10
PERFORMING THE SCAN ....................................................................................................................................		10
MAKING A GRAYSCALE SCAN ...................................................................................................................		11
THE SCANNER STATUS LED..............................................................................................................................		11
CHOOSING THE LEVEL MODE ............................................................................................................................		12
CHOOSING THE SINGLE MODE...........................................................................................................................		12
CHOOSING LENGTH AND WIDTH ........................................................................................................................		12
CHOOSING THE FILE FORMAT ............................................................................................................................		12
SELECTING THE DIRECTORY FOR SCANNED FILES..............................................................................................		12
STARTING THE FILTER EDITOR ..........................................................................................................................		13
CREATING AND OPTIMIZING THE FILTER ...........................................................................................................		13
USING THE EYEDROPPERS FOR SETTING THE BLACK AND WHITE POINTS ...........................................................		14
PERFORMING THE SCAN ....................................................................................................................................		15
A BLACK AND WHITE SCAN WITH BACKGROUND REMOVAL AND ACCOUNTING..................		16
THE SCANNER STATUS LED..............................................................................................................................		16
CHOOSING THE LEVEL MODE ............................................................................................................................		17
CHOOSING THE SINGLE MODE...........................................................................................................................		17
SETTING UP THE ACCOUNTING FUNCTION .........................................................................................................		17
SELECTING THE DESKEWING FUNCTION ............................................................................................................		18
CHOOSING LENGTH AND WIDTH ........................................................................................................................		19
CHOOSING THE FILE FORMAT ............................................................................................................................		19
SELECTING THE DIRECTORY FOR SCANNED FILES..............................................................................................		19
STARTING THE FILTER EDITOR ..........................................................................................................................		19
CREATING AND OPTIMIZING THE FILTER ...........................................................................................................		19
SAVING THE MANUAL FILTER FOR LATER USE ...................................................................................................		21

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Customers Training Guide	XEScan 1.0
CONFIGURATION OF A PRESET KEY ...................................................................................................................		21
PERFORMING THE SCAN ....................................................................................................................................		22
VIEWING THE ACCOUNT LOG FILE .....................................................................................................................		22
TURN ACCOUNTING OFF...................................................................................................................................		23
EMAIL SCANNING...........................................................................................................................................		24
THE SCANNER STATUS LED..............................................................................................................................		24
SETTING UP THE SMTP OR MAPI SERVICES.....................................................................................................		25
CHOOSING THE LEVEL MODE ............................................................................................................................		26
CHOOSING THE SINGLE MODE...........................................................................................................................		26
CHOOSING LENGTH AND WIDTH ........................................................................................................................		26
CHOOSING THE FILE FORMAT ............................................................................................................................		27
RECIPIENT AND SUBJECT...................................................................................................................................		27
OUTPUT SIZE AND SCALING ..............................................................................................................................		28
OUTPUT DPI .....................................................................................................................................................		28
CHOOSING THE AUTOMATIC MODE ...................................................................................................................		28
SETTING AN AOI ..............................................................................................................................................		28
SCANNING AND SENDING VIA EMAIL.................................................................................................................		29
CONFIGURATION OF A PRESET KEY ...................................................................................................................		29
MAKING BLACK AND WHITE SCANS USING SEVERAL FEATURES FROM XESCAN .................		31
THE SCANNER STATUS LED..............................................................................................................................		31
CHOOSING THE LEVEL MODE ............................................................................................................................		32
SETTING UP THE ACCOUNTING FUNCTION .........................................................................................................		32
SELECTING THE SCAN MODE .............................................................................................................................		33
Single...........................................................................................................................................................		33
Batch ...........................................................................................................................................................		33
Stream .........................................................................................................................................................		33
CHOOSING LENGTH AND WIDTH IN SCAN MODE ................................................................................................		33
CHOOSING THE FILE FORMAT ............................................................................................................................		34
SELECTING THE DIRECTORY FOR SCANNED FILES..............................................................................................		34
SELECTING THE DESKEWING FUNCTION ............................................................................................................		34
STARTING THE FILTER EDITOR ..........................................................................................................................		35
CREATING AND OPTIMIZING THE FILTER ...........................................................................................................		35
SAVING THE MANUAL FILTER FOR LATER USE ...................................................................................................		37
CONFIGURATION OF A PRESET KEY ...................................................................................................................		37
PERFORMING THE SCANS ..................................................................................................................................		38
MANAGING PRESETS .........................................................................................................................................		38
VIEWING THE ACCOUNT LOG FILE .....................................................................................................................		40
TROUBLESHOOTING .....................................................................................................................................		41

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Customers Training Guide

XEScan 1.0

XEScan Overview

This guide is intended to assist the customer in learning to use the XEScan software application by leading the customer through a number of scenarios. This guide is only a starting point. Other resources for information are the Operator Manual and the online Help files.

Scanner

LED

		Scanner
		Configuration
Level Mode
		Button

Scan Mode

Radio Buttons

Preview

Window

Scan Button

The XEScan Application Window

The figure shows the XEScan application. Several icons and menus are identified.

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Customers Training Guide

XEScan 1.0

Making the first scan

In this first section, the basic settings for making a scan are described. It is recommended that you read this section first.

The scanner status LED

On the XEScan application window, to the right of the scanner name, is a round circle that may be filled with any of these colors: green, yellow, red, or black. This shall be referred to as the scanner LED. It is the indication in the application of the scanner status. Before you can make your first scan, please check the scanner LED color.

Scanner LED Color	Status	Analysis
Green	The scanner is ready.	Continue to use the scanner.
Yellow	The scanner is busy.	The scanner is warming up or
		changing modes. Wait a minute for
		the scanner to be ready.
Red	The scanner is connected to	Wait a minute for the scanner to be
	the computer, but there is a	ready. Click on Info > Scanner help
	problem.	for help resolving this problem.
Black	The scanner is not connected	Check that the scanner is connected
	to the computer.	to the computer and that the scanner
		power is on.
		Click on Info > Scanner help for
		help resolving this problem.

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Customers Training Guide

XEScan 1.0

The Preview Window

The application window should appear as one big window. In the left half of the window are a lot of buttons and controls, in the right half of the window is the preview window, empty at this moment.

If you don't see the preview window or if the application is divided into two windows, proceed as follows:

1.Click on the menu item "View".

2.The menu item "Preview" appears, please click on this item.

3.The choices displayed are:

on off

Floating

4. Click on "on".

If the preview area is not empty, please proceed as follows:

1. Go to the menu item "File" and open it.

2.The choices displayed are: Scan into File

Scan into email mode Presets

Reset Exit

3.Please click on "Reset", the preview image will disappear. The preview area is empty.

Note: This solution only applies to the first preview. Subsequent previews do not disappear.

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Customers Training Guide

XEScan 1.0

Configuring the scanner

Please make sure that the scanner is correctly configured. To find the appropriate button for setting the configuration, hover on the button at the top of the left half of the window with the cursor. A note appears displaying, "Scanner configuration".

1.Click the "Scanner configuration" button.

2.Click in the box labeled "Centered" if it is not already selected.

3.Under Scan speed the "Max data rate" must be set to 5 MB/s.

4.Under Scan speed the "Max. speed" must be set to max ips.

Note: The maximum data rate settings may need to be decreased if the PC does not meet the minimum hardware requirements. Using the "Help" button in lower left of this window will open the "Scanner Help," where you can find further information.

Choosing the Level mode

At the left side of the "Scanner configuration" button, find a small dropdown menu.

Select in this menu whether to scan in grayscale mode or in black and white mode. Black and white mode is indicated by a black and white square, the grayscale square stands for the grayscale mode. We want to make a black and white scan. Please click on the black and white square.

Choosing the Single mode

On the left side of the window, under the four preset keys, find the settings for the Scan mode. We want to make a single scan. Please click on the "Single" radio button so it is selected.

Choosing length and width

Click the button under "Original Size". A popup window will appear, containing common sizes. In this case, assume the size of the original is unknown. Select "Automatic width detection". Click the "Original Size" button again and select "Automatic height detection". This makes it easy to scan if we do not know the original size.

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Customers Training Guide

XEScan 1.0

After selecting, under Original Size you will see "Auto" x "Auto", indicating that the automatic width and height detections are activated.

Choosing the file format

Under "File format and name" is a dropdown menu containing different file formats. Please click on "TIFF Tagged Image File Format", we want to use this file format in this case.

Selecting the directory for scanned files

In the "File format and name" section of the window you will find a button with a directory tree view. Upon hovering on this button with the cursor, you will see a hint,

saying "change directory and filename". Click this button and the "File save as" dialog appears. Choose the folder in which you want to save your scan, name the file "myscan", click "Save" and exit this window.

Output Size and Scaling

If you change the original size, the output size will change too. In the percentage field, we can enter a scaling factor to enlarge or reduce the output size. Please leave it unchanged, its value should be 100%.

Output DPI

The output DPI depends on your tasks. Please check that its value is 200. This is the proper value for all exercises.

Choosing the automatic mode

Check that the radio button to the left of "Automatic Filter" is marked.

Open the first dropdown menu. Choose the base type of your original; in this case please choose "Photo".

Once the first dropdown menu is selected, open the second drop down list. Choose the subdocument type; in this case choose "Normal".

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Customers Training Guide

XEScan 1.0

Preview

Insert the document so it is centered in the scanner. If a problem occurs, refer to the "Hardware Help".

Before scanning to a file, we want to preview the scan. Proceed as follows:

1.Go to menu item "Preview" and open it.

2.Here you can choose between:

Scan preview

Automatic deskew

Set AOI/Cropping

Edit AOI

Reset AOI Setting

Apply filtering

Zoom to AOI/Cropping

Zoom in

Zoom out

3.Click on the item "Scan preview".

4.The document is scanned and the result is shown in the right part of the window.

Performing the scan

After all this settings are made, we are ready for the first scan.

The big "Scan" button must be green, indicating that we can scan.

If the "Scan" button is red, hover over the Scan button with the cursor and a "hint" may indicate what is wrong. Until the Scan button is green, a scan cannot be performed.

Click on the green "Scan" button. The original is scanned and a file is created on the hard drive.

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Customers Training Guide

XEScan 1.0

Making a grayscale scan

In this section, we make a grayscale scan with background correction.

Please insert your document in the scanner. If problems occur, please refer to the "Hardware Help".

Please check the following:

The scanner status LED

On the XEScan application window, to the right of the scanner name, is a round circle that may be filled with any of these colors: green, yellow, red, or black. This shall be referred to as the scanner LED. It is the indication in the application of the scanner status. Before you can make your first scan, please check the scanner LED color.

Scanner LED Color	Status	Analysis
Green	The scanner is ready.	Continue to use the scanner.
Yellow	The scanner is busy.	The scanner is warming up or
		changing modes. Wait a minute for
		the scanner to be ready.
Red	The scanner is connected to	Wait a minute for the scanner to be
	the computer, but there is a	ready. Click on Info > Scanner help
	problem.	for help resolving this problem.
Black	The scanner is not connected	Check that the scanner is connected
	to the computer.	to the computer and that the scanner
		power is on.
		Click on Info > Scanner help for
		help resolving this problem.

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Customers Training Guide

XEScan 1.0

Choosing the Level mode

At the left side of the "Scanner configuration" button, find a small dropdown menu.

Select in this menu whether to scan in grayscale mode or in black and white mode. Black and white mode is indicated by a black and white square, the grayscale square stands for the grayscale mode. We want to make a grayscale scan. Please click on the grayscale square.

Choosing the Single mode

On the left side of the window, under the four preset keys, find the settings for the Scan mode. We want to make a single scan. Please click on the "Single" radio button so it is selected.

Choosing length and width

Click the button under "Original Size". A popup window will appear, containing common sizes. In this case, assume the size of the original is unknown. Select "Automatic width detection". Click the "Original Size" button again and select "Automatic height detection". This makes it easy to scan if we do not know the original size.

After selecting, under Original Size you will see "Auto" x "Auto", indicating that the automatic width and height detections are activated.

Choosing the file format

Under "File format and name" is a dropdown menu containing different file formats. Please click on " JPEG Joint Photographic Expert Group ", we want to use this file format in this case.

Selecting the directory for scanned files

In the "File format and name" section of the window you will find a button with a directory tree view. Upon hovering on this button with the cursor, you will see a hint,

saying "change directory and filename". Click this button and the "File save as" dialog appears. Choose the folder in which you want to save your scan, name the file " mygrayscan", click "Save" and exit this window.

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Customers Training Guide

XEScan 1.0

Starting the filter editor

1.Click the radio button to the left of "Manual Filter" is marked.

2.Hover the cursor over the left button under the list box. The hint "New" appears.

3.Click the "New" button.

4.The window for the black and white filter editor appears.

Creating and optimizing the filter

1.At the bottom of the window, there are four buttons. Click on the "Preview" button.

2.The original is scanned and in the preview window, the result is displayed.

3.In the histogram, the (horizontal) x-axis shows the brightness values and the (vertical) y- axis shows the frequency of occurrence of each grayscale value. The left side of the x- axis represents values of low intensity (black), and the right side represents values of high intensity (white).

4.Click on the up or down arrow at the top right corner to magnify the histogram.

5.Open the dropdown list beneath the item "Method".

6.Following methods are available:

Color Preservation

Contrast Enhancement

7.Select "Contrast Enhancement"

8.Leave the "Gamma Value" unchanged, its value should be 1.000.

9.Open the drop down list beneath the item "Special filter".

10.The following filters are available:

Descreen1

Descreen2

Soften

Soften more

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