Opex DS2200 User Manual Download

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Operating the System

2200 User Manual - OPEX Corporation use only - not for distribution

Using the Run screen

The Run screen will appear after you select a job. This is the main screen you
will use for scanning documents.

Figure 7:

Run screen buttons

Page types

Thumb-

Preview

Information

Rotate image buttons

Run buttons

window

View tabs

View snippets

Scroll thumbnails

nails

Press

to start the scanner.

Summary of Contents for DS2200

Page 1: ...USER MANUAL DS2200 AUGUST 2012...

Page 2: ...ed States of America No portion of this manual may be reproduced in any form or by any means or stored in a database or retrieval system without the express written permission of OPEX Corporation To r...

Page 3: ...iciency and transaction integrity are critical to payment processors The OPEX DS2200 is engineered as a single station solution that satisfies both of these key issues Its broad capabilities enable ou...

Page 4: ...ety precautions 16 Ergonomics 17 Controls and Components 19 Connections 22 Getting Started 24 Navigating the DS2200 CertainScan software 25 Running Jobs 27 Using the Run screen 29 Scanning documents 4...

Page 5: ...Removing Replacing the Printer Cartridge 66 Adjusting the Printer Carriage Position 68 Cleaning the System 69 Conveyor and transport assemblies 69 Contact image sensor 70 Feed assembly 72 Chapter 4 S...

Page 6: ...6 Table of Contents DS2200 User Manual OPEX Corporation use only not for distribution...

Page 7: ...User Manual DS2200 1 Overview 9 About this manual 10 DS2200 specifications 11 How the DS2200 Works 12 Software 12 Jobs 14 Page types 14 Introduction...

Page 8: ...poration use only not for distribution Integrated Workstation Desk optional Sort bins Touchscreen PC monitor In line recognition MICR OCR barcodes PC controller Drop feeder Audit trail mark detection...

Page 9: ...of confidential information being compromised is minimized Moreover the scanner s drop feeder reduces jams eliminates the need to jog and proficiently processes even the most damaged and prep intensiv...

Page 10: ...dge software binarizer Integrated workstation table About this manual The purpose of this manual is to instruct operators of the DS2200 in how to use the scanner to perform tasks For more information...

Page 11: ...ocessing requirements and job setup Imprinting Rear post scan Character Reading OCR OMR barcodes document type ID Document Separation 2 output sort trays Daily Duty Cycle Unlimited Dimensions H x W x...

Page 12: ...e applications which control the system INtime Controller The INtime Controller runs in the background of the CertainScan software and controls all machine related functions such as monitoring sensors...

Page 13: ...Introduction 13 DS2200 User Manual OPEX Corporation use only not for distribution...

Page 14: ...type is scanned out of sequence or if the system is expecting a certain page type the system will alert you In an unstructured job you can scan any of the expected page types in any sequence The only...

Page 15: ...User Manual DS2200 2 Overview 16 Controls and Components 19 Getting Started 24 Running Jobs 27 Clearing Paper Jams 60 Operating the System...

Page 16: ...sult in electric shock or death Do not set liquids such as drinks on the scanner that could spill into the machine Keep loose objects away from any exposed moving parts of the machine The moving parts...

Page 17: ...th the top of the work surface when your arms are near your sides and your feet are flat on the floor If this cannot be achieved with normal chair and scanner adjustments a footrest for shorter operat...

Page 18: ...it is operated correctly you should find your work experience comfortable and enjoyable Adjusting the optional workstation height You can raise or lower the height of the workstation desk to fit your...

Page 19: ...ribution Controls and Components Figure 1 Main components Conveyor Sort trays MICR reader audit trail printers CIS imagers and Data ports connections not shown See page 22 for more detail OpAssist sen...

Page 20: ...R such as checks can be sorted to a separate tray for easy secondary processing Ultrasonic multifeed detection The DS2200 s ultrasonic multifeed detection protects against double feeds by transmitting...

Page 21: ...results are then compared to ensure superior accuracy Audit trail printers The audit trail printers can be configured to automatically imprint sequence numbers batch numbers or other static informatio...

Page 22: ...d other peripherals Figure 2 DS2200 back panel connections COM Ethernet The ethernet port is for OPEX technical support use only HDMI The HDMI ports transfer data from the imagers to the Host PC Seria...

Page 23: ...or distribution Parallel The parallel port carries information back and forth from the scanner to the PC AC Power Insert the power cord here and connect the other end to an AC power outlet Main power...

Page 24: ...og in to Windows with your Windows network user name and password If your DS2200 is not connected to a network you may not have to log in to Windows first Proceed to step 4 Once the computer has finis...

Page 25: ...urrent operator and other pertinent information Click the DS2200 icon in the title bar to access the Windows functions Restore Move Size Minimize Maximize Close as well as the following menus The Diag...

Page 26: ...ions The menu options provide subcategories for the selections in the menu bar The menu options bar will change based on the current menu bar selection Main window View and adjust settings and paramet...

Page 27: ...and taken some time to familiarize yourself with the main controls and components you are ready to begin operating the machine This section will give you a general outline of how to use the CertainSc...

Page 28: ...use only not for distribution Note Depending on how the job is set up the Batch Information screen may appear Use the Batch Information screen to select a received date a processed date and the type...

Page 29: ...creen The Run screen will appear after you select a job This is the main screen you will use for scanning documents Figure 7 Run screen buttons Page types Thumb Preview Information Rotate image button...

Page 30: ...for more informa tion Delete a document from the batch The Delete buttons if enable in the current job are only available when the machine is stopped See Deleting documents from the batch on page 52 V...

Page 31: ...e was sorted to You can select one of the dual transaction or sequence views which display two thumbnails for each piece Note The dual transaction and dual sequence views will only work properly if th...

Page 32: ...use only not for distribution Sequence view The sequence view displays all of the pieces in the order they were scanned from left to right A new row will start after the fifth piece Bin view The bin...

Page 33: ...view The dual transaction view shows 2 thumbnails for each piece grouped by transaction The first row will show one snippet the following row will show the other Dual sequence view The dual sequence...

Page 34: ...splays job information such as the start time and operator name The General Information will not change depending on the document The Piece Information tab provides information about the selected thum...

Page 35: ...ejects Pieces that have been rejected during the current run Feed Rate Pages hour Active Job Time Total time for the current run Piece Information Page Name Page Type Selected in Job Setup Page Sub Ty...

Page 36: ...nter point to re center the zoom You can re center the zoom before or after enlarging or reducing the image Batch Information Batch File Format How the system stores batch information Batch Number Sys...

Page 37: ...distance from one place to another on the image Use the mouse to click the Ruler button then click and hold the left mouse button on one location while you drag the cursor to the other location Notice...

Page 38: ...not for distribution Press the Snippet buttons to view the snippets associated with the selected page type For example if you are scanning checks your system may be set up to capture images of specifi...

Page 39: ...anual OPEX Corporation use only not for distribution Figure 9 Viewing snippets Press Snippet 1 to view the entire front image of the check Press Snippet 2 to view the entire back image of the check Pr...

Page 40: ...o drop them in such a way as to have the documents fully justify to the side rail prior to entering the feeder The conveyor rollers are angled to assist in justifying the documents to the side rail as...

Page 41: ...t of LED transmit and receiver parts that detect when one sensor is uncovered for a while If the angle is greater than 2 degrees then the system will jam for too skewed If it jams for 5 degrees or mor...

Page 42: ...w window In this example the system recognizes 8 5 11 sheets of paper as belonging to the Portrait page type This is the default for any page of this size which contains no other significant identifie...

Page 43: ...g of the snippets 3 Place the next document you want to scan onto the conveyor In this example the document is a check The system recognizes the check by the presence of a MICR line at the bottom 4 Pl...

Page 44: ...g for reading MICR lines OCR lines and mark boxes the DS2200 will assume the documents are being fed face up with the bottom edge towards you As the DS2200 processes documents check to make sure Docum...

Page 45: ...or will stop to allow for the stack to pass through and will continue when the entire stack is fed You can place more stacks on the conveyor when it stops but keep in mind that the conveyor will only...

Page 46: ...strator or your OPEX Technician or Sales Engineer Scanning tips Make use of these techniques for properly handling paper and feeding documents Make sure documents are unfolded and place them on the co...

Page 47: ...necessary Checks and remits should be dropped in the same orientation as if you were reading them Other landscape pages can also be automatically detected if their page width or height is unique To sc...

Page 48: ...48 Operating the System DS2200 User Manual OPEX Corporation use only not for distribution...

Page 49: ...his page type In a structured job the page type buttons will also indicate which page types the system expects to see next For example if the job expects to see either a batch ticket or a stub to star...

Page 50: ...e type button For example if you are scanning cash into the system press the Cash page type button 2 Select from the available page sub types Figure 14 Assigning a page sub type 3 Scan the document No...

Page 51: ...ng To rescan a document 1 Select the document s thumbnail Table 1 Adjust Capture Parameters screen buttons Brightness Adjust the brightness of the document images from Light to Dark Press a button to...

Page 52: ...Delete button to delete a document image Note The Delete button will only be present if activated for the current job The action of the Delete button depends on the setting of the Allow Delete job par...

Page 53: ...record of the fact that a document was scanned into the system and later deemed invalid Note The Void buttons will only be present if activated for the current job To mark a document as void highligh...

Page 54: ...button will only be available if activated for the current job Ending the job When you have finished scanning documents press Stop to put the system in standby mode From standby mode you can restart t...

Page 55: ...atches are saved in folders by their batch number Open the folder for the batch you want to view and double click on the odi oxi or dat file to view the batch Note If you do not know the batch number...

Page 56: ...m the batch editor you can decide whether or not to mark the voided images in the resulting batch file by using the Mark Voids button Using Batch Editor to fix incomplete batches If there is a problem...

Page 57: ...sensor Automatic rotation of document Tell the system to rotate the resulting image automatically Page type determination requirement Use the OpAssist function to identify a page type This function is...

Page 58: ...tone will be heard notifying you that OpAssist was activated The document will be scanned and sorted according to job and page type parameters Note When using the Page Sub Type Select OpAssist functi...

Page 59: ...ot work with structured jobs as they require page types in a specific order Also you cannot use KeyAssist with Reference ID in the same job Use the keypad to activate many of the more common Run scree...

Page 60: ...hat the track is clear press the CONTINUE button Note The scanner may also reject documents that are misfed skewed or because the document was not properly identified In these cases the scanner will s...

Page 61: ...the scanner cover gently Slamming the cover down can damage the image sensors Clearing the bins When removing the paper from the output bins pull the piece from the side of the bins The trays have be...

Page 62: ...62 Operating the System DS2200 User Manual OPEX Corporation use only not for distribution...

Page 63: ...User Manual DS2200 3 Calibrating the Touchscreen Monitor 64 Removing Replacing the Printer Cartridge 66 Adjusting the Printer Carriage Position 68 Cleaning the System 69 Operational Maintenance...

Page 64: ...Monitor The monitor is calibrated for its touch sensitivity before it leaves OPEX However you may need to recalibrate especially if it is in use for an extended period of time To calibrate the monitor...

Page 65: ...click GO 4 Follow the calibration procedure as instructed using the stylus provided To ensure proper calibration make sure to hold the stylus on each center point for at least one full second Please d...

Page 66: ...e cartridge so it can be replaced properly When you install a new printer cartridge first check the expiration date of the new cartridge you plan to use In sealed containers the DS2200 printer cartrid...

Page 67: ...ance 67 DS2200 User Manual OPEX Corporation use only not for distribution Figure 23 Open the back printer access plate 1 Pull the tab on the rear of the printer cartridge and rotate outward as shown i...

Page 68: ...n on documents by moving the printer carriage The printer carriage is fixed to a shaft with detents that position the printer so it sprays ink through the holes in the paper guide A thumb screw holds...

Page 69: ...roperly with minimum downtime and maximum efficiency This maintenance procedure consists of debris dust removal and general cleaning Conveyor and transport assemblies 1 Stop all jobs and ensure that a...

Page 70: ...then it is likely there is a speck toner white out paper glue etc attached to the glass obstructing the view Wipe the glass clean and the line should not appear on the image when the piece is scanned...

Page 71: ...Operational Maintenance 71 DS2200 User Manual OPEX Corporation use only not for distribution...

Page 72: ...Black lines on the image can be caused by dirt toner ink white out glue etc transferred from the paper to the rollers and feeder Clean the feed mechanisms on a weekly basis Lift the tab on the top of...

Page 73: ...User Manual DS2200 4 DS2200 Statistics 74 Creating statistic reports 74 General Information statistics 78 Overall System Performance Measures statistics 79 Performance Details statistics 81 Statistics...

Page 74: ...run The DS2200 can generate Individual Reports Provide information on each job run When you select the criteria for generating individual reports if more than one job run fits the criteria a separate...

Page 75: ...ator s and or the shift for which you want to run a statistics report You can select several individual operators for a single report however if you click All Operators it automatically deselects the...

Page 76: ...ton 4 In the Summary section select one of the radio buttons All to generate a statistics report for every job run that matches the selected criteria Jobs to generate a statistics report sorted by job...

Page 77: ...ws Left Right Arrows use to move through the content of your report s If unneeded the arrows are disabled grey Printer button click to open the printer dialogue window where you can select a printer i...

Page 78: ...field Run Type Type of run determined by setting the Default Batch Type Batch parameter Can be Singles Multis Stub Only Check Only Multis With Pages Unstructured Transactions Page Only Structured Tran...

Page 79: ...un The formula for the Jam Rate is Rejects Number of pieces rejected Feed Rate Number of pieces per hour the DS2200 is currently feeding The formula for the Feed Rate is Output Rate Number of pieces p...

Page 80: ...essed by the DS2200 The formula for the Reference Output Rate is Reference Jam Clear Time Estimated time it takes to clear a jam This number is fixed at 20 seconds Table 3 Overall System Performance M...

Page 81: ...b Time is broken down by Run Time Jam Time Run Time Total run processing time Jam Time Total time the DS2200 was halted for a jam Idle Time Time the Operator was in the Run Job window but the DS2200 w...

Page 82: ...xpected Results when a piece is identified as something other than a stub when the system is expecting a stub Check Expected Results when a piece is identified as something other than a check when the...

Page 83: ...on track speed Could Not Detect Document Edges Results when image processing is unable to detect the edges of a document that has been scanned No Page Sub Type Selected Results when a piece is identif...

Page 84: ...owed and that required item is already present within the batch Structured batches only New Transaction Required Results when a new transaction must be started in order to add this item to the batch S...

Page 85: ...r but it has not within the time period that we are expecting it Bin 4 Gate Sensor Missing Results when the controller is expecting to see a piece pass by the bin 4 gate sensor but it has not within t...

Page 86: ...t fire properly usually causes this to occur Invalid Piece Complete Response Results when an invalid piece id is received from the host upon piece completion Piece Thickness Sensor Null Below Minimum...

Page 87: ...t other than Jamsorts is counted as a jam under this category The Job Parameter Stop Machines for Rejects must be set to something other than No for rejects to jam the machine Otherwise rejects will b...

Page 88: ...nsor is blocked Feed Entry RX Present Sensor Blocked The Feed Entry RX Present Sensor is blocked Fan Failure Detected A fan has stopped functioning Table 7 Reasons for stops Feeder Jammed Results when...

Page 89: ...when the bin 3 gate sensor is blocked by something when the system is attempting to start up Bin 4 Gate Sensor Blocked Results when the bin 4 gate sensor is blocked by something when the system is at...

Page 90: ...90 Statistics DS2200 User Manual OPEX Corporation use only not for distribution...

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