I.R.I.S. IRISPOWERSCAN 9.0 User Manual Download

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Version

9.0

User Guide

Summary of Contents for IRISPOWERSCAN 9.0

Page 1: ...Version 9 0 User Guide ...

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Page 3: ...9 Software versions 10 Supported scanners 11 Chapter 2 Installation 13 System requirements 13 Installing IRISPowerscan 13 Installing your scanner 16 Uninstalling IRISPowerscan 17 How to get product support 18 How to register 19 Chapter 3 Starting up 23 Configuring your anti virus 23 Starting up 23 Start up window 25 Using a Quick Project 27 Using a Solution Package 29 ...

Page 4: ...anes 39 Toolbars 41 Viewer 42 Slider 42 Available workspaces 43 Chapter 4 Software Options 45 Software options 45 General options 46 User profiles 47 Workspaces 50 Shortcuts 52 Advanced 53 Chapter 5 Project setup 55 Project setup 55 General 56 Project options 56 Scanning 58 Scanning options 58 Barcode OCR 60 Barcode and OCR setup 60 ...

Page 5: ...es 77 Testing barcodes and OCR zones 78 Patch code 80 Defining and using patch codes 80 Testing the patch codes 81 Blank page 82 Defining and using blank pages 82 Testing blank pages 85 Image processing 85 Defining image processing operations 85 Indexing 89 Indexing 89 Defining batch document types 90 Defining index fields 92 Setting batch document names 95 Defining value formulas 96 DataLink 98 P...

Page 6: ...anning parameters 108 Page setup scanning parameters 108 Scanner settings 111 Image parameters 112 Automatic merge split 114 Scanning tasks 115 Scanning operations 115 Creating new batches documents 117 Attaching documents 118 Inserting pages 119 Rescanning pages 120 Chapter 7 Index validation 121 Index validation 121 Indexing tasks 122 Indexing operations 122 Indexing tools 123 Indexing tools 123...

Page 7: ... images 128 Editing images 128 Zooming and scrolling images 129 Selecting and filtering images 130 Rotating and flipping images 132 Erasing image zones 133 Cropping images 133 Adjusting images 134 Re organizing images 135 Re organizing images 135 Reordering images 137 Splitting and merging 138 Chapter 9 Output processing 139 Output processing 139 Index 141 ...

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Page 9: ...at agreement No part of this publication may be reproduced transmitted stored in a retrieval system or translated into another language without the prior written consent of I R I S This manual utilizes fictitious names for purposes of demonstration references to actual persons companies or organizations is strictly coincidental Trademarks The I R I S logo and IRISPowerscan are trademarks of I R I ...

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Page 11: ...e s contents The English version of this manual corresponds to the IRISPowerscan s complete User Guide The other language versions of the manual correspond to a Quick User Guide They cover the main start up steps for installing and using the software ...

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Page 13: ...perations such as document deskew cropping page orientation blank page deletion split merge etc The scanned documents are automatically distributed into a logical document structure of batches documents and pages Various types of separator can be used to separate the documents such as barcodes patch codes OCR zones blank pages etc After the scanning images can be easily manipulated and edited The ...

Page 14: ... as rotation cropping adjustment etc OCR and output formats IRISPowerscan is able to recognize 23 types of barcodes all standard 1D barcodes including the PDF 417 high density barcode It integrates the latest OCR Optical Character Recognition engine developed by I R I S and is able to recognize typewritten data in up to 125 languages All American and European languages are supported including Cent...

Page 15: ...eet is available on the I R I S website http www irislink com irispowerscan IRISDocumentTM user guide Also refer to the IRISDocument for IRISPowerscan user guide to get all instructions on how to use IRISDocumentTM HOW TO USE IRISPOWERSCAN 1 Choose the appropriate pre configured project IRISPowerscan is provided with 3 types of pre configured projects Quick Projects Solution Packages and Templates...

Page 16: ...ation See Starting up Using a Solution Package Templates If you wish to perform more specific tasks with IRISPowerscan you will preferably go for a template project The template projects offer to use a wide range of advanced features such as sorting indexing compression etc See Starting up Using a Template New project If no pre configured project fits your needs you can still create and set up a p...

Page 17: ... Here are the main processing steps that can be carried out in IRISPowerscan Depending on your project configuration you will launch one two or more of the described steps All processing steps can be launched from the user interface Scanning Before you start scanning you must make sure your scanner has been properly installed then set your scanner settings resolution color image pre processing etc...

Page 18: ...eorder them remove them split or merge them as well as carry out post processing operations such as rotation cropping adjustment etc See Post scanning operations Processing Once the images have been scanned and validated you can convert them into whatever output format TIFF JPEG 2000 PDF PDF iHQC XML etc and possibly send to the available connectors This is the Process operation Remember that the ...

Page 19: ...on SUPPORTED SCANNERS IRISPowerscan is able to communicate with all scanners equipped with a Twain driver with an Isis driver through an Add on to IRISPowerscan as well as with the scanners supported by Kofax Virtual Rescan 4 2 or higher This means that it supports all popular high speed scanners from Kodak Fujitsu Canon HP Epson Böwe Bell Howell Inotec Avision and many more TWAIN driver If your s...

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Page 21: ...MB free disk space for the software plus the space necessary for the image files Operating system Windows Vista Windows XP Windows 2000 INSTALLING IRISPOWERSCAN IRISPowerscan is delivered on a self running CD ROM To install the software simply insert the CD ROM in the CD ROM drive then follow the on screen instructions Caution You must log on as administrator or make sure you have the required adm...

Page 22: ...ftware Choose the language of the software user interface Choose the destination folder for the software Click Next to install to the default folder or click Change to install to a different folder Choose the setup type for the installation Complete is recommended ...

Page 23: ... number of images per minute of IRISPowerscan To increase the scanning speed please get in contact with your Value Added Reseller or contact I R I S at var opt irislink com The submenu IRISPowerscan under the Programs menu is created automatically by the installation program The same holds for a shortcut to IRISPowerscan on the Windows desktop You are thus able to start IRISPowerscan directly from...

Page 24: ...our hardware key Do not forget to plug the hardware key provided with your software package This key determines the maximum scanning speed in number of images per minute of IRISPowerscan Insert the key into the parallel or USB port of your PC Further steps Scanner selection When running IRISPowerscan you will be automatically prompted to confirm the scanner selection If you want to scan documents ...

Page 25: ... Scanning Page setup UNINSTALLING IRISPOWERSCAN There are only two correct ways of uninstalling IRISPowerscan using the IRISPowerscan uninstall program or using the Windows un install wizard You are strongly recommended not to uninstall IRISPowerscan or any of its components by manually erasing the program files To uninstall IRISPowerscan Use the IRISPowerscan uninstall program From the Windows St...

Page 26: ...ge additional fees for the services provided Once you have registered your product you are also entitled to product support from I R I S on all basic software functionalities Contact I R I S at Europe support pro irislink com Phone 32 10 45 13 64 USA support pro irisusa com Phone 800 447 4744 Asia Pacific support pro irislink com Phone 852 22646133 I R I S Software Maintenance and Support Services...

Page 27: ...2 10 48 75 72 USA irispowerscan irislink com Phone 1 800 447 4744 Asia Pacific irispowerscan irislink com Phone 852 22646133 Product features For any questions about the application s optional features modules technologies any updates or possible custom features please contact I R I S at Europe irispowerscan irislink com Phone 32 10 45 13 64 Ask for Sales Department USA irispowerscan irislink com ...

Page 28: ...istration window Secondly either Register via Internet this can be directly made on the I R I S Web site http www irislink com register Copy the message to clipboard to send an e mail to I R I S or phone I R I S during working hours and you will receive your software key Another way of registering your software is to send in or fax the registration card provided with your DVD box Once you have rec...

Page 29: ...egistration of software Add ons If you have acquired an Add on to IRISPowerscan you will also have to register it To register an add on From the Help menu select Add ons In the Add ons dialog box fill in the required software key ...

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Page 31: ... problem you must properly configure your anti virus and exclude from the process the list of folders into which your images are being placed This configuration depends on the anti virus used Please refer to your anti virus manual to define the required settings In IRISPowerscan the folder to be excluded is C IRISPowerscan STARTING UP To start IRISPowerscan Select IRISPowerscan in the IRISPowersca...

Page 32: ...gistration window see Installation How to register Once you have received your software key from I R I S introduce it in the required field of the Registration window and click OK This will unlock your software The scanner selection window pops up on your screen The scanner installed on your computer is automatically displayed if not click on Advanced and select the right source Select the scanner...

Page 33: ...g purposes The Emulation Mode is activated by default If you do not connect a scanner to IRISPowerscan the Emulation Mode remains activated START UP WINDOW The Start up window contains five windows Actions Help System Projects and About at the bottom ...

Page 34: ... the user interface The Movie that gives a short presentation of IRISPowerscan The Online support addresses and phone numbers The System window on the left The System window gives access to The Scanner selection window The Login window The IRISPowerscan s splashscreen The Projects window on the right The Projects window displays a Demo project five Quick Projects two Solution Packages a series of ...

Page 35: ...ectly scan and convert your files into one of the proposed output formats Word PDF PDF iHQC PDF A Excel The quick projects are pre configured as follows Check the About window in the Start Up window to get the detailed description of the settings Scan to Word Set to scan documents in color and black white and generate a Word file Resolution 200 dpi IRISDocument options OCR activated Scan to PDF Se...

Page 36: ...nning parameters Before you start scanning you must carefully check the scanning parameters This is done in the Page Setup window See Scanning Page Setup 2 Launch the scanning You can then launch the scanning put your documents in the scanner paper feeder and launch the scanning See Scanning Scanning operations 3 Process your documents Once the scanning is complete the application automatically pr...

Page 37: ...ION PACKAGE Two Solution Packages are available in the Start up window These solutions can be used as such You will thus be able to scan and convert your files into the needed formats The resulting files will be available for further use in the third party solution The solution packages are pre configured as follows Check the About window in the Start Up window to get the detailed description of t...

Page 38: ...ng Scanning operations 3 Process your documents Once the scanning is complete the application automatically prompts you to process the documents Click Yes in the displayed dialog box The output processing takes place What to do if the solution package does not exactly fit my needs Let s imagine for example that you want to separate your invoices using a blank page rather than a barcode In this cas...

Page 39: ...re provided with the application for demonstration and testing purposes The emulation images show good examples of the way indexing and sorting values can be set in the application The Emulation Mode is set by default in the application If you connect a scanner to IRISPowerscan the Emulation Mode is disabled You can revert to the Emulation Mode by selecting Scanner Setup from the Settings drop dow...

Page 40: ...a batch document be How should they be named The document separation method Do the documents bear a barcode an OCR zone or a patch code that could be used to separate them Could their layout be used Could blank pages be used as separators Should the separation be made according to page count The batch document indexing values What should be the indexing values of each type of batch document Should...

Page 41: ...ore you start scanning you must carefully check the scanning parameters This is done in the Page Setup window See Scanning Page Setup 4 Launch the scanning You can then launch the scanning put your documents in the scanner paper feeder and launch the scanning See Scanning Scanning operations 5 Carry out index validation if required If the application has been set to index your documents the index ...

Page 42: ...ed that you first create your own project based on the chosen project then change the settings Your project will thus have its own name and its own settings And the source project will still be available as such in the list of projects Once created your own project will appear at the top of the project list in the Projects section before the Demo project To create a project From the Start up windo...

Page 43: ... in IRISPowerscan IMPORTING EXPORTING A PROJECT Feature available in IRISPowerscan Full Version only The Import Export feature of IRISPowerscan will be used if you want to share the same project configuration with several people or if you want to import a project that was created with a previous version of IRISPowerscan or if you want to import a project that was created on another workstation It ...

Page 44: ... the previous version of IRISPowerscan Select the required options in the Project Export window and choose a destination folder for the export Export scan cache images select this option if you want the scan cache images to be exported this is necessary if you still need to work on the images Export emulation images select this option if you want to import the emulation images of IRISPowerscan Exp...

Page 45: ... Software is installed on the same workstation as IRISPowerscan To import a project From the Start up window click on Import in the Actions window If you import a project into an upgraded version of IRISPowerscan open the new version of IRISPowerscan and click on Import Browse your explorer for the exported ips file then click on Open The imported project is directly available in the Projects wind...

Page 46: ...r project s 2 Deinstall IRISPowerscan 3 Install the new version of IRISPowerscan 4 Import your project s USER INTERFACE Once a project is open you get to the actual user interface The user interface contains various resizable panes left part customizable toolbars an image viewer right part and a slider bottom right part ...

Page 47: ...ck on the Plus sign in the title bar to open a separate window The Tasks pane gives access to all main scanning and indexing tasks such as Start Attach Rescan Validate etc The Batches pane displays the hierarchical structure of the scanned objects batches documents pages From this pane you can delete cut copy paste an object drag drop objects split or merge them The Index pane lists the index fiel...

Page 48: ...several results are available the user can go from one result to the other by pressing the Search button IRISPowerscan will then position itself on the various documents containing the searched value The Properties pane displays the basic properties of the object selected in the explorer The Speedometer displays the medium speed with which IRISPowerscan is scanning the documents ...

Page 49: ... well as to the various workspaces first icon on the left The Scanner bar gives access to all main scanning parameters The other scanning parameters are defined in the Page Setup window choose Page Setup from the Settings menu The Browse bar top right part offers to navigate through the document structure batches documents pages You can get up and down a level or get to the next the last the previ...

Page 50: ...s etc A scroll bar on the right is available for browsing the images The image headers bear icons numbers flags Images displayed on a light grey background are front pages Images displayed on a dark grey background are rear pages Slider The slider offers to easily browse through the images of the object selected in the Batches pane It contains a navigation bar that corresponds to the Browse bar A ...

Page 51: ...dministrator through the user management features All workspaces are customizable To access the default workspaces Click the Workspaces button on the main toolbar or select Workspaces from the View drop down menu The list of default workspaces directly depends on the user s profile To customize a workspace The user can to a certain extend customize the workspace s to which he has access Full custo...

Page 52: ...ernatively from the View drop down menu select or deselect the toolbars to be displayed on screen the status bar the slider and choose the number of images to be displayed in the image viewer Save your customized workspace from the View menu select Workspaces the current workspace is selected in the list of workspaces then click on Save ...

Page 53: ... to the application s system administrator System administrators of IRISPowerscan can set the software options These include the software general options the user profiles workspaces shortcuts as well as more advanced features To set the software options Select Options from the Settings drop down menu either from the Start up window or from the user interface Introduce the required data in the var...

Page 54: ...ge the location of the application data files Workstation confirm or change the name of the workstation STATION_NAME Note In a multi station environment each station must be identified by means of a unique station name and station ID ID number confirm or change the application ID number STATION_ID Disk warning level confirm or change the maximum volume in Mb that the application may contain a warn...

Page 55: ...arry out actions on the various categories of objects batches documents pages to setup or select scanners to use tools and access certain projects and or workspaces A user will be given one or several roles Users can also be defined as part of user groups To access the user management module Select Options from the Settings drop down menu either from the Start up window or from the user interface ...

Page 56: ... language for the user Trace select an option in order to enable the generation of a log file containing information on the user s actions Medium Full refer to more or less detailed information Administrator check the box to give the user the System Administrator right Tip Only system administrators have access to the software options You must thus make sure that at least one user is qualified as ...

Page 57: ...one or several roles to the user Groups Assign one several groups to the user Creating and modifying groups Select the Groups tab use the Add Modify buttons and introduce the needed data Select deselect the needed options in the various tabs Name group s name Description describe the group Roles Select deselect the role s to be attributed to the group Users Select deselect the users who must be pa...

Page 58: ...hange the options in the various tabs General tab Display indicate the number of columns and rows of images to be displayed in the viewer Show title bars indicate whether the image title bars must be displayed in the viewer Slider indicate whether the slider must be hidden or not and where it must be positioned on your screen Show pages if you deselect this option the document pages will not be di...

Page 59: ...ag certain images front rear bitonal grayscale color matching certain conditions e g size is less than x etc When pressing on the Filter button in the viewer IRISPowerscan will apply the filter Match all enable the action if matches all the conditions Match any enable the action if matches at least one condition Advanced tab Deselect select or define the toolbars and panes to be made visible in th...

Page 60: ... the role to which you want to assign the new workspace then click on Modify In the chosen role s Properties window open the Workspace tab and select the new workspace then click on OK to save your settings All users having the given role will have access to the new workspace SHORTCUTS Features available for system administrators only System administrators of IRISPowerscan can confirm the list of ...

Page 61: ...he desired key on your keyboard To reset the shortcuts Click on Reset The default shortcuts definitions will be reloaded ADVANCED Features available for system administrators only System administrators of IRISPowerscan can set the necessary parameters to use the Shared Drive Add on to IRISPowerscan The Shared Drive Add on offers to set and locate on a shared drive ...

Page 62: ...re the Shared Drive Add on Get in contact with I R I S to receive the necessary documentation on the Shared Drive Add on to IRISPowerscan System administrators can also set a batch counter which is not linked to the projects To set the Batch counter Set the number of the first batch Once the maximum number is reached the counter is reset to the minimum number in this case 1 Tip A batch counter can...

Page 63: ...es not totally fit your needs you can refine or modify its settings in the Project Setup window To access the Project Setup window Open the chosen project Select Setup from the File menu or click the Project Setup button from the main toolbar The Project Setup window opens with the chosen project configuration ...

Page 64: ...t Setup tabs General Scanning Indexing Processing Security GENERAL Project options To set the project s general options select or fill in the required fields in the project setup General tab Name confirm your project name You may localize the name in the languages in which the application is available To do so select another interface language select Settings Language introduce ...

Page 65: ...he size limit Pages per Document determine the minimum and maximum number of pages within a document and ask the application to warn you whenever a document comes to its end in number of pages before reaching the size limit Batch counter enable this box if you want to use a separate counter for your particular project Introduce the number from which the numbering must start The number will be incr...

Page 66: ...her program to the application thanks to an API Refer to the white paper provided by I R I S on this subject to define your settings Setup button SCANNING Scanning options In the Scanning tab you can set the document separation procedure If you intend to use barcodes OCR ICR zones patch codes or blank pages to identify separate or index your documents or if you wish to set image processing operati...

Page 67: ... such separation processes select the corresponding modules in the right part of the Scanning tab and click on Setup Refer to Scanning Barcode OCR Setting barcode properties Setting OCR zone properties Defining and using patch codes Defining and using blank pages Tip The IRISFingerPrint add on to IRISPowerscan provides an additional separation process based on the general image layout Get in conta...

Page 68: ...n be used to separate the batches documents extract indexing values identify the type of batch document The reading takes place during the scanning process Manual data extraction On the Fly OCR will still be possible after the scanning see Indexing validation Indexing tools To access the Barcode and OCR Setup window Open your project Select Setup from the File menu or click the Project Setup butto...

Page 69: ...e or more template image This image is automatically displayed when opening the Barcode and OCR Setup window Capturing template images The template image to be used for barcode OCR zone definition must be in the Image drop down list before barcodes or OCR zones can be defined There are two ways to capture images for barcode OCR setup you can either scan an image directly from the Barcode and OCR S...

Page 70: ...in window and copy it to the Project Setup Select the template image in the application viewer right click on it and select Copy to Project Setup The image is directly available in the Project Setup window Image field Defining barcodes To define barcodes From the Project Setup Scanning tab select Barcode OCR to access the Barcode and OCR Setup window If your project already contains template zones...

Page 71: ...late image to be used for barcode definition in the Image drop down list Click the Barcode button at the top of the window Place your cursor at the top left corner of the barcode area Click the left mouse button and drag the cursor until a rectangle is drawn around the area of the barcode The barcode will be enclosed in a red box Tip Leave at least a 1 4 inch of space around a barcode to guarantee...

Page 72: ...image you can test it See Project setup Scanning Barcode OCR Testing barcodes and OCR zones Modifying the barcode zone You can always modify the barcode zone Simply click on the barcode zone and drag the whole rectangle or any of the red lines as you wish Deleting the barcode zone You can always delete any barcode zone Select the barcode zone and right click to access the context menu Click Delete...

Page 73: ...perties You may wish to simply modify them rather then start creating new zones from scratch You can for example use a template OCR zone and change any of its properties etc see Project setup Scanning Barcode OCR Setting the OCR zone properties Caution If you decide not to use the default template OCR zones delete them To create a new OCR zone select the template image to be used for the definitio...

Page 74: ...perties in the OCR Zone Properties window See Project setup Scanning Barcode OCR Setting the OCR zone properties Once the OCR has been properly defined on the template image you can test it See Project setup Scanning Barcode OCR Testing barcodes and OCR zones Modifying the OCR zone You can always modify the OCR zone Simply click on the OCR zone and drag the whole rectangle or any of the green line...

Page 75: ...separator for the batches documents if it must be used to create attachments etc To set the barcode properties Once you have drawn your barcode on the template image IRISPowerscan attempts to read the barcode in the zone and automatically displays the Barcode Zone Properties window Alternatively select the barcode zone and click on Barcode zone and OCR properties from the toolbar Select or fill in...

Page 76: ...l retain a barcode value of up to but not exceeding eight alphabetic characters Surgery will be retained Admission will not be retained See Project setup Scanning Barcode OCR Setting a mask syntax Minimum length indicate the minimum number of characters to be contained in the barcode If the barcode does not contain the minimum number it will not be returned by the software Properties Size if the b...

Page 77: ...r as the lead page containing the barcode zone Type select the barcode type s from the list The barcode to be read may be of different types Verify checksum tick this option to make the software automatically verify the barcode check character s if there are any Orientation indicate the barcode s orientation on the template image horizontal vertical etc If your barcodes are all in the same orienta...

Page 78: ...ck this option if you suspect the barcodes to be out of specs i e that they have been generated without respecting the barcodes specifications Minimum partial read enable this option if you want the software to generate a barcode value even if a barcode is incomplete This may be the case if the end of the barcode is unavailable or of insufficient quality etc If enabled enter the minimum number of ...

Page 79: ...his option to separate batches with the defined barcode Remember to fill in the Keep barcodes with mask and or Minimum length fields if you wish to restrict batch separation to a specific barcode value or mask Delete page check this option to delete the page containing the barcode that started the new batch Document separation check this option to separate documents with the defined barcode Rememb...

Page 80: ...ption to delete the page both front and rear containing the barcode and to use the next page as the attachment Remember to select Rotate based on barcode if you want to rotate the attachment both front and rear in the same orientation as the orientation of the barcode on the page Important The Create attachment option is only valid for one attachment page If multiple attachments are required then ...

Page 81: ...RACT 99 the value is valid if it starts with two alphabetic characters followed by the literal expression CONTRACT followed by two digits For each character you can also specify a counter i e the number of characters that must be present in the value E g 3 means up to 3 characters E g A 3 means up to 3 alphanumeric characters E g A 3 CONTRACT 99 the value is valid if it starts with up to three alp...

Page 82: ... be used as separator for the batches documents if it must be used to create attachments etc To set the OCR zone properties Once you have drawn your OCR zone on the template image IRISPowerscan attempts to read the information in the zone and automatically displays the OCR Zone Properties window Alternatively select the OCR zone and click on Barcode zone and OCR properties from the toolbar Select ...

Page 83: ...identify an index field All index fields must be defined in Project Setup Indexing Multi line OCR When the text in an OCR zone is on more than one line IRISPowerscan will insert a caret character between each line of data The result is a delimited string of OCR text that can be broken up into separate index fields Gap between words A gap between words on the same line that is greater than 5 16 of ...

Page 84: ...option to separate documents with the defined OCR zone Delete page check this option to delete the page containing the OCR zone that started the new document This is important when inserts are used for the purpose of document separation and do not contain any significant information The barcode however is still available for document level indexing Create attachment check this option to create an ...

Page 85: ...n is able to read handprinted numbers and handprinted capital letters in languages using the Latin alphabet as well as the dot comma and hyphen symbols Format Remove spaces select this option to remove spaces in the OCR result Remove format select this option to remove formatting characters e g carriage return in the OCR result General barcode and OCR properties You can provide properties that wil...

Page 86: ... activate the voting on barcode recognition results IRISPowerscan integrates several barcode recognition engines The voting system calls all the engines for every barcode zone then chooses the best result Tip Enabling the voting system means that you get better results but it takes more processing time The recognition becomes slower Number of extra barcodes OCR to search for specify a number if yo...

Page 87: ...e label and zone coordinates displayed Label label of the barcode OCR zone Type type of barcode found If the zone is an OCR zone the Type will be OCR Confidence confidence level in percentage of the barcode OCR value found Orientation orientation of the barcode with 0 degrees representing a horizontal right side up barcode Value value of the barcode OCR string X and Y are coordinates of the upper ...

Page 88: ...es to be detected on the images in order to separate the batches documents The reading will automatically take place during the scanning process To access the Patch Code Setup window From the Project Setup Scanning tab select the Patch Code icon on the right To define how to use a patch code From the Patch Code Setup window select the type of patch to be detected then the required options in the A...

Page 89: ... in case a page is scanned upside down If the patch code reading fails on a page the software will thus look for the zone after rotating the image by 180 degrees This slows down patch code reading Search also on rear images tick this option to make the software also look for the patch code on the rear sides of the images Testing the patch codes The Patch Code Setup window also enables to test your...

Page 90: ...cation viewer and select the image to be used Select the required image in the viewer right click on it and select Copy to Project Setup The image is directly available in the Project Setup window Image drop down list The type of path code is directly displayed at the bottom of the window Image is 180 rotated tick this option to also test a patch code after rotating the image by 180 Blank page Def...

Page 91: ...nly if both the front and the rear sides are blank To access the Blank Page Setup window From the Project Setup Scanning tab select the Blank Page icon on the right To define what is to be considered as a blank page In the Blank Page Setup window define what should by considered as a blank page by the application in the Detection method section then fill in the required options in the Actions sect...

Page 92: ...lank page is detected it should not be used as a separator Batch separation to make the software create a new batch when detecting a blank page Both front and rear images are blank Document separation to make the software create a new document when detecting a blank page Both front and rear images are blank Create attachment to make the software create an attachment when detecting a blank page Bot...

Page 93: ...an image available for project setup access the application viewer and select the image to be used Select the required image in the viewer right click on it and select Copy to Project Setup The image is directly available in the Project Setup window Image drop down list The test results are directly displayed in the Test results section at the of the window Image processing Defining image processi...

Page 94: ...age on which you want to test your processing operations Two versions of the image are displayed a small one and a large one The small image corresponds to the selected source image the large image automatically shows the result of the processing operations activated in the left part of the window Tip To make an image available for project setup access the application viewer and select the image t...

Page 95: ...the software always binarize the images according to the parameters defined in the Setup window see below and keep the bitonal images after the scanning When needed to make the software binarize the images according to the parameters defined in the Setup window see below only for the reading of barcodes OCR zones patch codes etc The software will automatically binarize the images before the readin...

Page 96: ...ur own thresholding If you want to your own binarization options deactivate Fast Binarize and set your own options Brightness Contrast Smooth Color Image For each option use the slider bar make a few tests and check the resulting images in the right part of the Image Processing window Color Dropout use this option to define colors to be dropped ...

Page 97: ...narize options on the images selected in the right part of the Image Processing window before you set the final parameters INDEXING Indexing The Indexing tab is used to define the indexing fields that will be automatically filled in by IRISPowerscan at batch and document level The validation of the indexing is handled by the user It can be done either during the scanning or after the scanning If y...

Page 98: ...of batch document In the Indexing tab choose the Batch or Document tab then open the Setup Index Types dialog box click the Setup button of the Type field In the Setup Index Types dialog box click on Add to add a new type In the Index type dialog box fill in the required information and click on OK to confirm Label type in the name of the batch document type this name that will appear in the Index...

Page 99: ...the extracted value will have to correspond exactly to one of the type values Complex formulas can also be used see 3rd example below E g 2 types Contracts Letters identifier is a barcode that contains either CONTRACT or LETTER E g 10 types 10 names of people identifier is an OCR zone that correspond to any of the persons defined as document types E g 12 types Contract 01 Contract 02 Contract 12 i...

Page 100: ...CR zones present on the documents or from system values e g name of the user who scanned the document scanning date etc To define index fields at batch level access the Batch tab within the Project Setup Indexing tab To define index fields at document level access the Document tab within the Project Setup Indexing tab To define an index field Choose the batch document type for which you want to de...

Page 101: ...change the value in the Index pane Check during Scanning always ticked in the case of batch fields tick the box if the scanning must stop when the software encounters an error during the indexing Default Value from the Setup button define the value formula type in a character string between quotes and or choose a system value from the list and or choose a barcode OCR formula these are set up using...

Page 102: ...anning Barcode OCR Setting a mask syntax Output mask define the format into which the value must be converted Advanced tab The options available in this tab are used to set multiple value fields with possible multi selection You can indeed connect a field with an external database or with a list of valid values If the data extracted from the documents does not correspond to one of the database val...

Page 103: ...e multi selection possible in the index field Separator select the separator that will be used to separate the values in the index field Setting batch document names The names you assign to your batches documents will appear in the explorer Batches pane while the documents are being scanned You can build up the names as you wish to Formulas can be made of custom character strings and or system val...

Page 104: ...CR formula these are set up using the Barcode OCR section To define the formula refer to Project setup Indexing Defining value formulas Defining value formulas Formulas are expressions that determine a value s contents They are evaluated by the software during the scanning or when a batch document is being created Formulas can be used to Re name a batch or a document see Project setup Indexing Set...

Page 105: ... the OCR zone any barcode value BC_label of the BCR zone E g The formula BC_Separator OCR_Language is the concatenation of an barcode zone a literal and an OCR zone E g Typically you can build unique batch identifier like this STATION_ID _ BATCH_ID DATE_MDY TIME_24 Tip LAST_VALUE is the latest value of a particular index field You can extract some part of the variable specifying the offset positio...

Page 106: ...r OR can be used to combine expressions in that case the first not empty expression will be kept E g BC_Value OR LAST_VALUE OR unknown DataLink The DataLink tab offers to establish a connection between IRISPowerscan and an external database The objective is to validate the index values extracted from the documents against a list of valid values defined in the external database See Project setup In...

Page 107: ...sed to define the output processing options You will be able to define and setup the service to be used for document creation as well as the connector used to export the data to another application or repository Tip The processing is launched by the user each time a batch is ready for processing i e when the user has checked that everything is fine in the batch ...

Page 108: ... complete and all index fields are valid Background processing if you select this option the processing will work in the background after being launched The user will not have to wait for the processing to finish before he starts to scan again Delete batch if you select this option the batch is deleted after processing and it disappears from the Batches pane If you do not select it the user will b...

Page 109: ...le in this version Display log file enables to have the service log file automatically displayed at the end of the processing Connector choose the connector that will export the data to a third party application or repository The IRISCapture Pro for Invoices Forms send documents directly to IRISCapture Pro Provided IRISFastLink is installed on your PC Configure each connector through the Setup but...

Page 110: ...vailable for system administrators only The Security tab gives an overview of the roles that can access the selected project Remember that all roles users and user groups are defined through the User Management module See Software options User profiles ...

Page 111: ... Scanner window You must select your scanner then click OK You can also access the scanner selection is window by selecting Scanner Select from the Settings drop down menu either from the Start up window or from the user interface If the scanner is not displayed in the list click Advanced and select the right source Universal Driver and scanner ...

Page 112: ...sion 1 9 or higher If you do have a Twain driver 1 9 or higher the Twain driver interface will be accessed via the application Page Setup window see Scanning Page Setup scanner icon on the right It is recommended to make a few scanning tests If your Twain driver version is prior to 1 9 or if the scanning does not seem to work properly e g the received images do not match the defined scanner settin...

Page 113: ...ime you want to start the scanning Be careful this will have to be done each time you want to start the scanning you must make sure your scanning parameters do match the settings introduced in the application Page Setup window see Scanning Page Setup To change the scanner communication method Access the Scanner Setup window select Scanner Setup from the Settings drop down menu either from the Star...

Page 114: ...de that enables to run these emulation images is activated by default If you connect a scanner however the Emulation Mode becomes disabled To reset the Emulation Mode Select Scanner Setup from the Settings drop down menu either from the Start up window or from the user interface Select Emulation Mode in the Scanner Setup dialog box To run the emulation images Make sure the application is set to ru...

Page 115: ...LES IRISPowerscan offers the possibility to scan already existing images This is the Scan from Files option To capture existing images From the Settings drop down menu select Scanner From Files or click on Scan on the main toolbar then From Files then browse for your image files The Scan icon on the main toolbar changes ...

Page 116: ... files The Image formats supported are BMP TIFF JPEG PNG Important note The images in the input folder must be consistent with the project scanner settings Page Setup E g If the scanner is configured for black white images only the input folder must contain black white images color images will be ignored PAGE SETUP SCANNING PARAMETERS Page setup scanning parameters The Page Setup window allows you...

Page 117: ...p from the Settings drop down menu either from the Start up window or from the user interface The scanner settings are disabled They must be introduced in the Twain user interface select the scanner icon at the top right of the window to access to the scanner Twain user interface Note If your scanner Twain driver version is prior to 1 9 the scanner icon will not be displayed and the scanner settin...

Page 118: ...te the link between the scanner and IRISPowerscan you will not be able to scan and the following message will appear on screen To define your settings in the Page Setup window Select an existing page setup configuration from the Page name field and modify it according to your needs set your scanner settings image parameters and required merge split operations If you change the scanner options in t...

Page 119: ...ow If your scanner Twain driver version is prior to version 1 9 your settings must be introduced in the Page Setup window Scanner tab Indicate the type of images to be generated color bitonal images etc as well as the resolution needed Also tell whether the document pages must be rotated cropped etc Color front to scan the document front pages in color Color rear to scan the document rear pages in...

Page 120: ...odule See Project Setup Scanning Image processing Defining image processing operations Flatbed select the option to use a flatbed scanner Delay set the number of seconds that the flatbed will wait before it starts scanning the next page so that the operator has the time to position the next page on the scanner Duplex Mode default Classic choose the Calendar mode if you want to rotate the rear imag...

Page 121: ...dimensions specified in this field will be dropped If necessary change the dimensions through the Setup button Check first page disable this option to ask the software not the check the first page of your documents This is useful when you scan e g envelopes as first pages the envelopes are scanned as headers Because of their larger size you do not want to check their size Auto delete images you ca...

Page 122: ...nned Automatic merge split To set an automatic merge slit of your documents In the Merge tab indicate whether the front and rear images of a page must be merged and in which conditions You may wish to merge two A4 pages to get an A3 The merge will be done only if the width or height of the images correspond to the dimensions set in 1 100 of inch Width indicate the minimum and maximum width Height ...

Page 123: ...te the minimum and maximum height SCANNING TASKS Scanning operations Important Before you start scanning documents remember to Make sure the hardware key provided with your software is properly plugged into your computer s USB port Make sure your scanner has been properly installed and connected to IRISPowerscan See Installation Installing your scanner Scanning Scanner selection Define your scanni...

Page 124: ...e Tasks pane Use any other scanning features available in the Tasks pane Use the Batches pane to organize the hierarchical structure of the scanned documents To interrupt the scanning Click on the Stop button blue square in the main toolbar or in the Tasks pane The blue square appears instead of the Start button blue arrow once the scanning has been launched ...

Page 125: ...cuments At any moment during the scanning you can manually create a new document or batch All the scanned pages will be integrated into the new object To create a new document Click on New on the main toolbar and select Document A new document is instantly created in the Batches pane You can now start the scanning Alternatively click on New document in the Tasks pane or press the Enter key of your...

Page 126: ...e Start scanning option if you want to automatically start the scanning just after the batch creation Attaching documents At any moment in time during the scanning you can attach a page to the object selected in the Batches pane To attach objects Click on the Attach button in the Tasks pane or press the F4 key of your keyboard The scanned documents will be attached to the object selected in the Ba...

Page 127: ... act as a separator Even if a document has been configured to contain x pages this is set at project setup level you will be able to attach one or more pages Inserting pages At any moment in time during the scanning you can insert a page before or after the object selected in the Batches pane To insert pages Click on Scan on the main toolbar and select the Insert option in the drop down menu Choos...

Page 128: ... directly be integrated at the right place in the hierarchical structure of documents To rescan pages Check that the page selection is activated in the viewer right click on the viewer or select the Tools menu from the toolbar then choose Select and Page Select the badly scanned page s in the viewer Introduce the page s again in the scanner paper feeder and click on Rescan ...

Page 129: ...g The index values are further displayed in the Index pane see Starting up User interface for verification If an indexing value does not match the validation rules set for that value in the project setup it is automatically highlighted in red To perform the index validation the user must modify the invalid values so as to make them valid See Index validation Indexing operations Index validation In...

Page 130: ...dexing tasks To validate an index value Once you have modified an index value in the Index pane you must directly validate it to make it valid for the application Once you have set the correct indexing value click on Validate on the main toolbar or on Validate in the Tasks pane The value becomes valid To undo the last modification At any moment in time you can remove the values that have just been...

Page 131: ...User interface Press the arrow to the left Previous invalid To get to the next invalid document or batch Press the arrow to the right Next invalid INDEXING TOOLS Indexing tools To modify an invalid index value displayed in the Index pane you can perform any of the following Manually re type the value in the field Select a value from the field s drop down list See Index validation Indexing tools Dr...

Page 132: ...gy the user can directly extract values from the document images The software reads the data converts it into editable text and transfers it directly to the required field This allows the user not to retype the data in the indexing field All he needs to do is to located the required data If your application is provided with the ICR module the user will also be able to extract hand printed data cap...

Page 133: ...ears in the indexing field Drop down lists An index field may contain a drop down list Multi value fields are set at project setup level they contain either a list of values or a link to an external database through DataLink see Project setup Indexing Defining index fields The user can thus easily select any value from the list If multi selection has been enabled for the field the user can select ...

Page 134: ...Last five values The software automatically remembers the values that were last introduced in the indexing fields If the value to be entered in the field is one of the last 5 values the user can select the value in the field list rather than retype it To select a value within the last five values Right click on the indexing field to access the list then select the required value ...

Page 135: ...s in the hierarchical structure that has been build you can reorder the files merge them split them etc You can also perform image editing in the viewer image rotation image binarization image cropping etc Right click in the viewer and in the Batches pane to access most post scanning operations For image editing also use the Image bar Image editing ...

Page 136: ...mage re organization EDITING IMAGES Editing images You can perform all sorts of post scanning operations on the images Those operations can be carried out from within the viewer They can be launched from the Image toolbar on the right ...

Page 137: ... details before editing the images Zoom To zoom an image click on the Zoom button position your cursor on the image zone to be magnified and keep your mouse pressed while moving your cursor within the zone Additional zoom options are available from the context menu right click Fit image to Window to make the image fit the viewer window ...

Page 138: ...ge to be scrolled and keep your mouse pressed while moving your cursor Additional scroll options are available from the context menu right click Selecting and filtering images Before you carry out post scanning operations on the images you can select or filter them in the viewer or in the Batches pane by using the and buttons or the context menu right click in the viewer Image selection To set the...

Page 139: ...time Flagged to make the software select only the flagged images Select All to select all the images Invert Selection to invert the last selection i e select the images that were last unselected To apply the image selection Click the Select button from the Image bar then get to the required pages images in the viewer Image filtering You can apply to the viewer the image filtering that has been set...

Page 140: ... filters the images Rotating and flipping images To rotate images select the images to be rotated in the viewer then click on the buttons Rotate 90 Rotate 180 and Rotate 270 from the image toolbar or select the required rotation option from the context menu Flip Page You can also flip pages i e invert the front and the rear sides of a page Select Flip Page from the context menu ...

Page 141: ...t from the image To erase an image zone Select the image from which you want to erase a zone Click on the Region button on the Image toolbar Draw a rectangle around the zone to be erased then click on Erase Cropping images You can select an image zone then keep it while cropping the rest of the image ...

Page 142: ...f you have scanned your images in dualstream i e that you have acquired bitonal images You can manually rebinarize any color image To binarize an image with IRISPowerscan Select the color image and click on Adjust image Select the required options in the Tool Binarize Setup window You will directly view the adjustment results in the viewer Smooth Color Image to smoothen the image Fast Binarize to ...

Page 143: ...erations can also be carried out in the viewer Tip Use the Collapse and Expand options from the Batches pane s context menu to view the contents of your document hierarchical structure You can delete objects rename objects merge objects Cut Copy Paste objects Drag Drop objects Some operations can be directly launched from the main toolbar or from the Tasks pane ...

Page 144: ...f the 3 hierarchical levels can be deleted batch document page Click on the Delete button on the main toolbar or on Delete in the Tasks pane To rename objects applies to batches and documents Select the object to be renamed in the Batches pane Right click to get access to the Properties window Modify the name in the Properties window ...

Page 145: ... you want to insert the object and click on Paste on the main toolbar or in the Tasks pane To perform a Copy Paste Select the object to be copied in the Batches pane Click on Copy on the main toolbar or in the Tasks pane then position your cursor at the place you want to copy the object and click on Paste on the main toolbar or in the Tasks pane To perform a Drag Drop Select the object to be dragg...

Page 146: ...ntext menu right click or click on Split on the main toolbar The software creates a new object gives it a number and introduces the required objects To merge objects Select the object to be merged with another one in the Batches window Select Merge from the context menu right click or click on Merge on the main toolbar then select Previous or Next according to what needs to be merged The software ...

Page 147: ...tion Tip If the Automatic processing option has been selected in the Project Setup or if you work with a project that is set with the automatic processing you will be automatically be prompted to launch the processing when needed To launch the output processing on one batch Click the Process button from the main toolbar or from the Tasks pane or simply click P or from the Edit menu select Process ...

Page 148: ...IRISPowerscanTM User Guide 140 Confirm the batches to be processed in the Process All dialog box and click OK to confirm ...

Page 149: ...er 53 batch name 95 batch size 57 batch types 90 binarize 87 134 bi tonal 111 112 black border removal 89 blank pages 82 blank zones 133 brightness 88 C color 111 112 configure anti virus 23 contrast 88 copy paste 137 create project 34 crop 133 cut paste 137 D datalink 98 deskew 89 despeckle 89 document name 95 document separation 59 document size 57 ...

Page 150: ...C 101 image edition 128 image filter 131 image filtering 131 image parameters 112 image processing 85 image rotation 132 image selection 130 import 35 index fields 92 index validation 121 indexing tasks 122 indexing tools 123 insert page 119 installation 13 invalid values 121 IRISDocument 101 IRISPowerscan 5 L link with external database 94 M manual indexing 121 manual merge 138 manual split 138 m...

Page 151: ...ng operations 127 product registration 19 product support 18 project creation 34 project list 25 project setup 55 project templates 7 31 Q quick project 27 R re organizing images 135 red value 121 register 19 rescan 120 resolution 111 roles 47 rotation 111 132 S scan 115 scan from files 107 scanner installation 16 scanner selection 103 scanner settings 111 scanner setup 104 scanners 11 scanning 11...

Page 152: ...tup 55 shortcuts 52 smoothening 88 software versions 10 solution package 29 split 114 138 start up window 25 system requirements 13 T template images 61 template project 31 U user interface 38 user profiles 47 V validate 121 value formula 96 W workflow 9 workspace 43 Z zoom 129 ...

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