Installation and configuration epoScan Summary This document gives details of epoScan installation and configuration Page 1 of 79
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Document information Document title Installation and Configuration epoScan Document number INS1.0D epoScan B.doc Contact point in case of questions or problems Person Location Room Extension Document history Document version Date Changes Author 0.1 09 DEC 04 Document created P.G.Dedman 0.2 22 DEC 04 Updated P.G.Dedman 0.3 14 JAN 05 Updated P.G.Dedman 1.0 01 MAR 05 Updated P.G.Dedman Reviews Version being reviewed Reviewed by (Position in CAPITALS) 1.
Table of contents Copyright notice .............................................................................................................................. 2 Document information ..................................................................................................................... 2 Table of contents............................................................................................................................. 4 Table of figures .............................................
10 Batch ....................................................................................................................................... 43 10.1 Scanning mode ............................................................................................................................................................. 45 10.2 Scanning configuration ................................................................................................................................................. 45 10.2.
13 Database batch status.............................................................................................................. 75 Glossary........................................................................................................................................ 77 Index.............................................................................................................................................
Table of figures Figure 1: change destination location ...........................................................................................................12 Figure 2: setup type .....................................................................................................................................13 Figure 3: setup type .....................................................................................................................................14 Figure 4: select components .....
Figure 39: completed Firebird server name for system database ..................................................................35 Figure 40: Firebird databases setting ...........................................................................................................35 Figure 41: Firebird databases setting ...........................................................................................................36 Figure 42: select epoScan features ..................................................
Figure 79: image enhancement while scanning ............................................................................................70 Figure 80: image enhancement while generating CD....................................................................................70 Figure 81: set scanning area ........................................................................................................................71 Figure 82: epoScan initial screen ....................................................
1 Introduction This documents describes the steps to set up and configure epoScan. To operate the scanning software refer to the ePhoenix Document Capture manual. 1.1 Audience The intended audience is people need to know the installation and configuration parameters of epoScan.
2 General information epoScan has been developed by the European Patent Office (EPO) to allow the scanning of patent applications, trademark registrations, and related documents for ePhoenix systems as well as published IP documents for patent dissemination systems like BNS and espacenet. ePHOENIX is also a product developed by the European Patent Office. It is a Java-based patent dossier management system.
3 epoScan installation Note: • Full administrator rights are required on the PC in order to install epoScan otherwise certain DLLs cannot be installed. • If it is intended for Firebird, Oracle, or MaxDB to be the management database for epoScan it is necessary to install it. • Installation of the ASPI32 drivers (version 7.1) is required for scanning . (Read the readme.txt file on the CD for installation instructions).
Figure 2: setup type Note Switching between the different types of document scanning by the user is still possible.
4 Database installation The epoScan database is needed in order to manage the scanning process and needs to be installed. A system database is also required, to store the program settings, such as • • • 4.1 authorisation users databases. System database type selection The type of system database has to be chosen before installation of the epoScan software.
4.1.2 Installation with Firebird Firebird is an open source database and has been selected by the EPO for several of its epoline products. To view the database tables and the contents of these tables install the Firebird user interface found on the CD in \EPOSCAN\Firebird\GUI. Before installing epoScan, Firebird must be installed on the scan server and on scanning workstation(s). Note: The order of installation on the client workstation is important, first Firebird and then epoScan.
4.1.3 Installation with Oracle When using the Oracle database the National Office (NO) must purchase the required Oracle license. Note: Only those sufficiently qualified and experienced should attempt to install Oracle There are installation instructions in the epoScan/Oracle directory. The installer must read the documents Readme.txt and EpoDB.doc before attempting an installation. 4.1.
5 Scanning database installation decision chart Select epoScan features Select compnts. Select program folöder Review settings before copying Installing files InstalShield wizard complete GROUP 1 Choose a database type Select epoScan fearures YES 2 GROUP 2 YES 1 Access system database setting Select compnts. Select program folder Review settings before installing Installing files. InstalShield wizard complete Keep current settings? Keep Access ? NO 2 NO 1 Firebird sys.
6 Group 1 6.1 Access Select the database type you want to use with epoScan: Access Firebird Oracle MaxDB Figure 6: setup type Click on the radio button to select the database type you want to use with epoScan. Click on Next. The Select epoScan features screen is displayed. Figure 7: select epoScan features Click on the radio button to select the features you want to use with epoScan. Click on Next. Choose Scan, view and image enhancements, and click on Next.
The Select components screen is displayed. Figure 8: select components Note: the ticked components are the default settings. these should not be changed except by an expert user. Click on Next. The Select Program Folder screen is displayed. Figure 9: select program folder Click on Next.
The Review settings before copying files screen is displayed. Figure 10: review settings before copying files Click on Next. The Installing files screen is displayed. Figure 11: installing files Click on Next. The setup commences. The blue bar and the percentage of setup completed is displayed.
Once the installation has completed the InstallShield Wizard Complete screen is displayed. Select the required option and click on Finish.
7 Group 2 7.1 Firebird, Oracle, and MaxDB database options The installation and configuration are almost identical for all three options, so Firebird has been used as an example. Select the database type you want to use with epoScan: Access Firebird Oracle MaxDB Figure 13: setup type Click on the radio button to select the database type you want to use with epoScan. Click on Next. The Keep Access: Yes screen will be displayed. Figure 14: keep Access: yes Select Yes or No.
7.1.1 Yes selected (YES 1) Depending upon your local system environment, the database path will either be displayed and highlighted in blue, or the field will be blank. Leave the path as it is, or correct it, or enter a database path, as required. Figure 15: Access system database setting Click on Next. The Keep current settings screen is displayed. Figure 16: keep current settings Select Yes or No and click on Next. If Yes was selected, go to 7.1.2 Yes selected (YES 2) If No was selected, go to 7.1.
7.1.2 Yes selected (YES 2) Figure 17: select epoScan features View only is used for quality control, and so is never normally selected. Chose Scan, view and image enhancements, and click on Next. The Select components screen is displayed. Figure 18: select components Note: the ticked components are the default settings. these should not be changed except by an expert user. Click on Next.
The Select Program Folder screen is displayed. Figure 19: select program folder Click on Next. The Review settings screen is displayed. Figure 20: review settings Click on Next.
The Installing files screen is displayed. Figure 21: installing files Click on Next. The setup commences. The blue bar and the percentage of setup completed is displayed. Once the installation has completed the InstallShield Wizard Complete screen is displayed. Select the required option and click on Finish.
7.1.3 No selected (NO 2) An empty Firebird server name for system database screen is displayed. Figure 23: empty Firebird server name for system database Figure 24: completed Firebird server name for system database Click on Next. Note: Installing production database from here on.
The Firebird databases setting screen is displayed. Figure 25: Firebird databases setting Enter the server databases paths. These paths are defined from the Firebird server`s point of view. Note Each path is different. Figure 26: Firebird databases setting Click on Next.
The Select epoScan features screen is displayed. Figure 27: select epoScan features View only is used for quality control, and so is never normally selected. Chose Scan, view and image enhancements, and click on Next. The Select components screen is displayed. Figure 28: select components Note: the ticked components are the default settings. these should not be changed except by an expert user. Click on Next.
The Select Program Folder screen is displayed. Figure 29: select program folder Click on Next. The Review settings screen is displayed. Figure 30: review settings Click on Next..
The Installing screen is displayed. Figure 31: installing files Click on Next. The setup commences. The blue bar and the percentage of setup completed is displayed. Once the installation has completed the InstallShield Wizard Complete screen is displayed. Select the required option and click on Finish.
7.1.4 No selected (NO 1) Figure 33: keep Access: no Click on Next. Because Firebird was selected in the Setup Type screen to provide this example (see Figure 13: setup type), the Firebird server setting for system database screen is displayed. Figure 34: Firebird server name for system database Complete the blank field by entering the server name where Firebird is running. Click on Next.
The Firebird Sys. DB (server name) screen is displayed Figure 35: Firebird sys. db. (server name) Click on Next. An empty Firebird database settings (system) screen is displayed. Figure 36: empty Firebird database settings (system) Complete the blank field by entering the server databases path.
Figure 37: Firebird database settings (system) Click on Next. An empty Firebird server name for system database screen is displayed. Figure 38: empty Firebird server name for system database Complete the blank field by entering the server names.
Figure 39: completed Firebird server name for system database Click on Next. Note: Installing production database from here on The Firebird databases setting screen is displayed. Figure 40: Firebird databases setting Enter the server databases paths. These paths are defined from the Firebird server`s point of view. Note Each path is different.
Figure 41: Firebird databases setting Click on Next. The Select epoScan features screen is displayed. Figure 42: select epoScan features View only is used for quality control, and so is never normally selected. Chose Scan, view and image enhancements, and click on Next.
The Select components screen is displayed. Figure 43: select components Note: The ticked components are the default settings. These should not be changed except by an expert user. Click on Next. The Select Program Folder screen is displayed. Figure 44: select program folder Click on Next.
The Review settings screen is displayed. Figure 45: review settings Click on Next. The Installing screen is displayed. Figure 46: installing files Click on Next. The setup commences. The blue bar and the percentage of setup completed is displayed. Once the installation has completed the InstallShield Wizard Complete screen is displayed. Select the required option and click on Finish.
Figure 47: installation complete Page 39 of 79
8 Login Double click on the epoScan icon on the desktop to start epoScan. The login window will be displayed. Figure 48: epoScan login Enter the UserID and Password, and select the database. Login UserID and Password Field Default UserId admin Password ADMIN (Case sensitive) These values can be changed by the user. In order to use epoScan the settings have to be configured.
9 epoScan initial screen Note: The scanner is configured and set up by the administrator. Any changes made to these settings may cause image quality problems. Menu bar Figure 49: eposcan initial screen The menu bar gives access to all of the available functions.
EPOScan functions Function Meaning Image View Availability Print Print Setup Uploading Not available for applications Downloading Not available for applications Cleaning Not available for applications Send Email Transfer by FTP For use with "Flowport"™ Automatic post-indexing Not available for applications Manual post-indexing Not available for applications Indexing correction Not available for applications Batch image enhancement Clipping Not available for applications Test incrustatio
10 Batch Batch Figure 50: epoScan initial screen Click on Batch. The batch drop-down menu will be displayed. Select Scan, and the Batch ID Entry screen will be displayed. Figure 51: batch id entry Click on Setup.
The Batch ID Entry screen is displayed. Figure 52: batch id entry Enter information and adjust the settings as required. Click on Setup << to return to the initial screen. Note A scanner must have already been set up. See 11.2.2 Supported ISIS® scanners.
10.1 Scanning mode Options Option Result Stop Index file is used during scanning. Scanning will stop if a mismatch between pages indexed and pages scanned is found. Scan operator is able to correct scan/index errors immediately. Non stop Index file is used during scanning but scanning doesn’t stop. When scanning is complete an automatic index process will run. During this process the comparison between pages indexed and pages scanned is made.
10.4 Colour scanning Colour scanning is available in all scanning modes, for all document types. Please see 10.1. During application scanning, automatic switching between black white and colour is executed based on a flag in the DMS file. Please see ePHOENIX Document Capture User Manual, section 3.8.1. 10.4.1 Automatic colour detection Automatic Color detection causes an image to be processed as colour once the set threshold has been reached.
10.5 Auto-start Checking the auto start means that the scanner will start scanning after a delay of five seconds. Figure 55:auto-start If the scanner which is connected to a single PC or on several machines connected to a central server does not support automatic starting of the scanner when starting batch Scanning the Autostart” check box must be unchecked. • • • Select Batch à Scan Select Setup Uncheck Auto-start.
11 Setup Setup Figure 56: epoScan initial screen Click on Setup. The setup drop-down menu will be displayed. Figure 57: setup screen Select Options.
An alternative is to select Options from the menu bar. Figure 58: setup screen: options 11.1 Options 11.1.
Configuration options: general Item Explanation Setting Language GUI language English or Spanish Type of Workstation Related to installed licenses and purpose of workstation. See 1.1 Scanning, CD generation, Quality Control Type of Scanner ISIS: ISIS driver used. See list under ISIS Tab, Select scanner to select/Setup your scanner. ISIS or Kodak KODAK: Kodak Twain drivers used. See list under Kodak Tab Barcode Reading First Document Separator Sheet (DSS) present.
11.1.2 Kodak If Kodak is selected as Type of scanner then the Kodak tab will become available. Figure 60: configuration options: Kodak 11.1.3 ISIS If ISIS® is selected as Type of scanner then the ISIS tab will become available. Figure 61: configuration options: ISIS epoScan is delivered with PIXTOOL® licenses required to control the scanning process. ISIS® drivers are also available to allow epoScan to communicate with the scanner. Please refer to 11.2.
Figure 62: scanner selection It is better to select the scanner setting later. Please refer to section 11.2.1 Scanner The latest Kodak models (I series) are delivered with ISIS® drivers. 11.1.4 Databases Select a database type from the drop-down menu within the Database type field. 11.1.4.1 Access database Note It is recommended to rename the database to, for example, 200603_app.mdb because it is a requirement to start with an empty database at regular intervals, suggested as once per month.
11.1.4.2 Firebird database Note It is recommended to rename the database to, for example, 200603_app.gdb because it is a requirement to start with an empty database at regular intervals, suggested as once per month. The database templates (.gdb) must be copied to the server before proceeding with the configuration. Figure 64: configuration options: databases: Firebird Firebird is normally installed on a (scan) server, where the name of the scan server is entered during installation of epoScan.
11.1.4.3 Oracle database Figure 65: configuration options: databases: Oracle Oracle is normally installed on a (scan) server. Data Source name is created during execution of the installation scripts. Click on OK. 11.1.5 System databases Figure 66: configuration options Note Please obey the instruction shown at the base of the screen.
11.1.6 Magnifier Figure 67: magnifyer default zoom The Default zoom (%) can be changed in this field. The magnifier is used during image viewing and document correction.
11.2 Barcode reading Select Setup à Barcode Reading. The Barcode Reader Configuration screen will be displayed. Use region Figure 68: barcode reader configuration In this window the region, where barcodes are located on the different barcode sheets, can be configured. To assist in this process a previously scanned barcode sheet can be selected to define this area. The size of the region will have an influence on the barcode reading performance and slows down the scanning process. 11.2.
11.2.2 Supported ISIS® scanners • Select Scanner • Select the scanner from the list If the scanner is not in the list then it is necessary to ® purchase the ISIS drivers license for the scanner. Note: See http://www.pixtran.com/scanner_list.asp for the latest additions. Supported scanner list Scanner ISIS® driver used Agfa Duoscan T1200 AGFADUO.PXN Any Bell & Howell (duplex) with Kofax Kipp 2.1 KOFAXBIC.PXN Any Bell & Howell (simplex) with Kofax Kipp 2.1 KFSIMPLX.
Supported scanner list Scanner ISIS® driver used Bell and Howell 2000 FB BH2000.PXN Bell and Howell 730DC FB BH730DC.PXN Bell+Howell 2135 w/Adrenaline KOFAXIC3.PXN Bell+Howell 2137 w/Adrenaline KOFAXIC3.PXN Bell+Howell 2138A w/Adrenaline KOFAXIC3.PXN Bell+Howell 3338 World Trade w/Adrenaline KOFAXIC3.PXN Bell+Howell 3338A w/Adrenaline KOFAXIC3.PXN Bell+Howell 6338 Duplex w/Adrenaline KOFAXIC3.PXN Bell+Howell 8080D/8125D Video w/Adrenaline KOFAXIC3.PXN Canon CanoScan 300 w/ASPI CANON.
Supported scanner list Scanner ISIS® driver used Canon RFS 1000 CANONRFS.PXN Epson ES-1000C EPSON.PXN Epson ES-1000C with Transparency EPSONT.PXN Epson ES-1200C EPSON.PXN Epson ES-1200C with Transparency EPSONT.PXN Epson ES-1400C EPSON.PXN Epson ES-1400C with Transparency EPSONT.PXN Epson ES-300C EPSON.PXN Epson ES-300C with Transparency EPSONT.PXN Epson ES-300GS EPSON.PXN Epson ES-300GS with Transparency EPSONT.PXN Epson ES-600C EPSON.PXN Epson ES-600C with Transparency EPSONT.
Supported scanner list Scanner ISIS® driver used Epson Scanner (Generic Model) with Transparency EPSONT.PXN Fujitsu 3093DE w/Adrenaline KOFAXIC3.PXN Fujitsu 3093E w/Adrenaline KOFAXIC3.PXN Fujitsu 3096E w/Adrenaline KOFAXIC3.PXN Fujitsu 3096E+ w/Adrenaline KOFAXIC3.PXN Fujitsu 3096EX w/Adrenaline KOFAXIC3.PXN Fujitsu 3097DE w/Adrenaline KOFAXIC3.PXN Fujitsu 3097E/E+ w/Adrenaline KOFAXIC3.PXN Fujitsu 3097EX w/Adrenaline KOFAXIC3.PXN Fujitsu 3099A w/Adrenaline KOFAXIC3.
Supported scanner list Scanner ISIS® driver used Fujitsu M3097DG FUJIGINE.PXN Fujitsu M3097DG (extended resolutions) FUJIGINX.PXN Fujitsu M3097E with Kofax Kipp 2.1 KFSIMPLX.PXN Fujitsu M3097EX with Kofax Kipp 2.1 KFSIMPLX.PXN Fujitsu M3097G FUJIGINE.PXN Fujitsu M3097G (extended resolutions) FUJIGINX.PXN Fujitsu M3099A (duplex) with Kofax Kipp 2.1 KOFAXBIC.PXN Fujitsu M3099A (simplex) with Kofax Kipp 2.1 KFSIMPLX.PXN Fujitsu M3099G FUJI3099.PXN Fujitsu M3099GH FUJI3099.
Supported scanner list Scanner ISIS® driver used HP Scanjet 5100c (extended resolutions) SCANJETX.PXN HP Scanjet 5200c SCANJET.PXN HP Scanjet 5200c (extended resolutions) SCANJETX.PXN HP Scanjet 5p SCANJET.PXN HP Scanjet 5p (extended resolutions) SCANJETX.PXN HP Scanjet 5s HP5S.PXN HP Scanjet 6100c SCANJET.PXN HP Scanjet 6100c (extended resolutions) SCANJETX.PXN HP Scanjet 6200c SCANJET.PXN HP Scanjet 6200c (extended resolutions) SCANJETX.PXN HP Scanjet 6250c SCANJET.
Supported scanner list Scanner ISIS® driver used KODAK i60 EKI50I60.PXN Microtek ScanMaker X6EL MT636EL.PXN Minolta PS7000 MIN7PS.PXN Nikon SCANTOUCH Scanner NIKON.PXN Panasonic KV-S Series KVSSCAN.PXN Panasonic KV-S2025C/S2045C KVS2025.PXN Panasonic KV-S2055B w/SCSI PANA2055.PXN Panasonic KV-S2055L w/SCSI PANA2055.PXN Panasonic KV-S2055W w/SCSI PANA2055.PXN Panasonic KV-S6040W w/SCSI PANA6045.PXN Panasonic KV-S6045W w/SCSI PANA6045.
Supported scanner list Scanner ISIS® driver used Ricoh IS-430 RICOH420.PXN Ricoh IS-450 RICOH450.PXN Ricoh IS-50 RICOH560.PXN Ricoh IS-50 (with extended resolutions) RICOH56X.PXN Ricoh IS-510 and IS-520 RICOH520.PXN Ricoh IS-60 RICOH560.PXN Ricoh IS-60 (with extended resolutions) RICOH56X.PXN Ricoh RS-2200 RS2200.PXN Scan-Optics 5xxx/9xxx w/Adrenaline KOFAXIC3.PXN TDC/Banctec 2610 (duplex) with Kofax Kipp 2.1 KOFAXBIC.PXN TDC/Banctec 2610 (simplex) with Kofax Kipp 2.1 KFSIMPLX.
Figure 70: advanced settings colour • • select automatic cropping click on OK. For Mode Color 24 bits: • select Mode: color 24 bits. • select dither: • none. • select DPI: • 300. • select Paper Size: • A4 (210 x 297 mm). • click on More Figure 71: advanced settings black and white • • select automatic cropping click on OK.
11.2.3 For a Kodak scanner Figure 72: Kodak scanner configuration To configure settings • • • 11.3 select Model select Resolution: • 300 DPI select Paper Size: • A4. Image enhancement During or after scanning the need to improve image quality may become apparent. With image enhancement epoScan provides a range of tools which can improve the quality of scanned images.
The Setup of Image Enhancement screen is displayed. Move one option item Move all option items Figure 73: setup of image enhancement Note EPO experience has shown that the order of the options is important; the options selected in the window above, Border Removal and Deskew, are normally used and added in that order. Click on OK. The image enhancement configuration screen is displayed. 11.3.
11.3.2 Image enhancement image rotation Click on Image Rotation. Figure 75: image rotation Rotation Degree should be set to 180° by clicking on that radio button. This allows rotating individual pages during Document Correction, which are scanned up side down. 11.3.3 Image enhancement colour settings Click on Black Overscan Removal. There are no settings which can be modified by the user.
Click on Deskew2. The default settings, which can be modified, are displayed. Figure 77: deskew2 Both Black Overscan Removal and Deskew2 must be set in order to perform colour scanning. 11.3.4 Image enhancement preview To preview the results of the selected image enhancement options select Image à Batch Image Enhancement à Select a Batch à Select Setup à Select Preview in the main Window. In the left window the image is displayed as scanned and in the right window the image is displayed after enhancement.
11.3.5 While scanning The decision to apply image enhancement during scanning is dependent on several factors such as • • • • • the capacity of scan work station the performance of scan work station the type of scanner the page orientation (rotation) selected the type of documents (simplex or duplex). because all these factors influence and can slow down the scan process. Select Batch àScanàSetup in the main window and select by clicking on the radio buttons.
Figure 81: set scanning area Use the batch terminator sheet as a calibration sheet.
12 Administration Admin Figure 82: epoScan initial screen Click on Admin. The administration drop-down menu will be displayed.
12.1 Users Click on Users. The Security screen will be displayed. Figure 84: security Click on a field to display further information. 12.1.1 Adding a new user Figure 85: blank line Enter the details in each column in order to define the new user. Figure 86: add profile and confirm Either type in the profile designation code or use the drop down menu which will appear. Click on any field in the following line to confirm the user definition that has just been entered.
12.2 Permissions Click on Admin. The Allow Operations screen will be displayed. Figure 87: allow operations Check or uncheck boxes to grant or remove permissions.
13 Database batch status If the scanning operator reports that a batch is no longer available for CD generation this is due the fact that the status of this batch is such that it no longer appears in the list of batches available for generation. To correct this problem an operator with administration rights can correct or change the status of affected batches by resetting the status back to - 1 - (Scanned). The list indicating which error status can be set back to 1 can be configured in the Patentes.
Figure 90: batches to be modified Click on Modify batch status.
Glossary Glossary Abbreviation Meaning ASPI driver An ASPI driver is a software driver or program that uses the Advanced SCSI Programming Interface (ASPI) protocol to interface with the Small Computer System Interface (SCSI) bus.
Index A Access.............................................................. 18 Access system database setting ....................... 23 Admin ............................................................... 72 administration drop-down menu ........................ 72 advanced settings black and white .................... 65 advanced settings colour................................... 65 allow operations................................................ 74 automatic colour detection ...........................
setup type ......................................................... 22 supported ISIS® scanners ................................. 57 system database type selection......................... 14 group 1 ................................................................14 group 2 ................................................................14 T type of documents............................................. 12 U userID ...............................................................40 users ..................
