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IRISPowerscanTM – User Guide Table of Contents Copyrights ................................................................................................................ 1 About this guide....................................................................................................... 3 Chapter 1 About IRISPowerscan .............................................................................. 5 What is IRISPowerscan? .................................................................................
Table of Contents Using a Template Project ................................................................................ 29 Creating a project ........................................................................................... 32 Importing/exporting a project......................................................................... 33 User interface ................................................................................................. 35 Available workspaces ...........................
IRISPowerscanTM – User Guide Stamp ..................................................................................................................... 91 Indexing .......................................................................................................... 92 Indexing ................................................................................................................. 92 Defining batch/document types ............................................................................
Table of Contents Using the Configuration Wizards ......................................................................... 129 Security ........................................................................................................ 137 Chapter 6 Scanning .......................................................................................... 139 Scanner selection .......................................................................................... 139 Scanner setup .......................
IRISPowerscanTM – User Guide Indexing tools ............................................................................................... 161 Indexing tools ...................................................................................................... 161 Drag&Drop OCR ................................................................................................... 162 Drop down lists ....................................................................................................
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IRISPowerscanTM – User Guide Copyrights Copyrights ©2002-2012 I.R.I.S. All Rights Reserved. IPS9(b9.6)-adel/dgi13032012-02 I.R.I.S. detains the copyrights of the IRISPowerscan software, of the on-line help system and of this publication. The information contained in this document is the property of I.R.I.S. Its content is subject to change without notice and does not represent a commitment on the part of I.R.I.S.
IRISPowerscanTM – User Guide About this guide Important note about this guide's contents IRISPowerscan's complete user guide is available in English, French and German. A shorter version of the user guide is available in Dutch, Italian, Spanish, Portuguese, Finnish, Korean, Japanese, Simplified and Traditional Chinese. These versions are limited to the main start-up steps for installing and using the software.
IRISPowerscanTM – User Guide CHAPTER 1 ABOUT IRISPOWERSCAN WHAT IS IRISPOWERSCAN? IRISPowerscan is a powerful scanning and OCR software solution that offers to: - scan all your documents at an extremely high speed, - sort and index them, - enhance the document images, - convert them into fully searchable files, - generate a variety of output files : PDF files, highly compressed color iHQC PDF files, JPEG 2000, XML, HTML, etc., as well as index files in CSV or XML format.
Chapter 1 – About IRISPowerscan the document layout, etc. to identify the document types. The software not only sorts the documents but also indexes them. The indexing values are directly extracted from the documents (barcodes, type-written data (OCR), hand-written data (ICR), etc.), and/or picked up from the system data. The user validates the data on screen. He can easily modify, replace or complete the indexing fields, either manually or using the "On the Fly" OCR feature.
IRISPowerscanTM – User Guide Compression) technology that offers extremely high image compression. Output formats and connectors IRISPowerscan is able to generate a wide range of output formats via the IRISDocument Service. It generates PDF and hypercompressed PDF files, XPS and hyper-compressed XPS files, Word files (in doc, docx and rft), htm and xml files, and so on. Detailed information about the IRISDocument Service can be found in the IRISDocument for IRISPowerscan user guide.
Chapter 1 – About IRISPowerscan Quick Projects Quick projects offer to use some standard features of IRISPowerscan in just a few mouse clicks. You will simply open a project, scan your documents, and export them to whatever format proposed in the list (Word, PDF, Excel). (See: Starting up, Using a Quick Project). Solution Packages If you wish to use IRISPowerscan to further process your documents in a third party application, you will choose a project among the solution packages.
IRISPowerscanTM – User Guide 2. Refine or modify the default settings (Project Setup) If the pre-configured project you have chosen does not totally match your needs, you can refine or change some of its default settings. The project settings can be accessed from the user interface, in the Project Setup window. See: Project Setup. 3. Launch the required processing steps Once you have chosen a project and possibly refined its settings, your project is ready for use.
Chapter 1 – About IRISPowerscan As soon as the documents have been scanned (and automatically indexed), their index cards are ready for validation in the user interface. You will then be able to check the displayed index values, then correct them by means of the available indexing tools. See: Index validation. Post-scanning operations (if required) Once scanned, all documents appear in the explorer where they are divided up into documents and pages. Their corresponding images are displayed in the viewer.
IRISPowerscanTM – User Guide – Licensing dependent on the speed Demo version – Same as IRISPowerscan Full but without hardware key and the ability to scan or import files – Used in emulation mode with the in-built image sets – Allows the user to ‘experience’ IRISPowerscan™ for free Startup version – Software protected version for OEM bundling – Has many limitations that can be customized Site version – Special for “Site Licensing” (for large clients only) – Software protection through registration SUPPORT
IRISPowerscanTM – User Guide CHAPTER 2 INSTALLATION SYSTEM REQUIREMENTS Here is the minimum system configuration required to use IRISPowerscan: An Intel® Pentium® or equivalent. An Intel® Pentium® IV 2GHz or equivalent is recommended. 512 MB RAM. 1 GB RAM is recommended. 400 MB free disk space for the software, plus the space necessary for the image files. Operating system: Windows® 7, Windows® Vista, Windows® XP. INSTALLING IRISPOWERSCAN IRISPowerscan is delivered on a self-running CD-ROM.
Chapter 2 – Installation Click on Install IRISPowerscan Software. 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.
IRISPowerscanTM – User Guide Click on Install to actually launch the installation. Wait until the installation is complete, then click on Finish to close the installation program. The software is dongle protected. Once the installation is complete, you must insert the hardware key provided with the CD-ROM into the parallel or USB port of your PC. The hardware key determines the maximum scanning speed (in number of images per minute) of IRISPowerscan.
Chapter 2 – Installation INSTALLING YOUR SCANNER 1. Install your scanner driver Your scanner is provided with scanner drivers that must be installed on your computer. To install your scanner, you must first insert your scanner driver installation CD-ROM into your computer CD-ROM drive and run the installation. Once your scanner is installed, it is recommended to make a few scanning tests with a standard scanning application. Note: If your scanner is equipped with a Twain driver, note that version 1.
IRISPowerscanTM – User Guide Scanning parameters Before you start the actual scanning, you will have to define the scanning parameters. Refer to the section on Scanning operations, Page setup. Twain user interface When using a scanner equipped with a Twain driver 1.9 or higher for the first time, do not forget to configure the scanner Twain user interface. See: Scanning, Page setup.
Chapter 2 – Installation From the Windows Start menu, select Control Panel, and access the list of installed programs. Select IRISPowerscan from the list and click the Uninstall button to remove the software. Follow the on-screen instructions. HOW TO GET PRODUCT SUPPORT? To get technical support, please visit our website at www.irislink.com/support HOW TO REGISTER? You are automatically prompted to register your application when starting the application for the first time.
IRISPowerscanTM – User Guide "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 received your software key from I.R.I.S., introduce it in the Software key field and click OK.
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IRISPowerscanTM – User Guide CHAPTER 3 STARTING UP CONFIGURING YOUR ANTI-VIRUS The anti-virus installed on your PC scrutinizes all the files that are being written on your hard disk. This may dramatically slow down the writing speed of the images being scanned with IRISPowerscan. Your target production level may thus not be reached. In order to avoid such problem, you must properly configure your anti-virus and exclude from the process the list of folders into which your images are being placed.
Chapter 3 – Starting up Tip: You may also launch one of the Quick Projects available in IRISPowerscan and directly start the scanning. See: About IRISPowerscan, How to use IRISPowerscan, and Starting up, Using a Quick Project. If you start IRISPowerscan for the first time, you are automatically prompted to register the application. Fill in the required fields in the Registration window (see: Installation, How to register?). Once you have received your software key from I.R.I.S.
IRISPowerscanTM – User Guide START UP WINDOW The Start up window contains five windows: Actions, Help, System, Projects, and About (at the bottom) The Actions window (on the left) The Actions window offers to act on the project selected in the 23
Chapter 3 – Starting up Projects window. The available actions are: - Open a project, - Create a project, based on an existing project, - Delete a project, - Import a project, - Export a project. The Help window (on the left) The Help window gives access to: - The Tutorial - The user Manual (in the language chosen for the user interface), - The Movie that gives a short presentation of IRISPowerscan, - The Online support addresses and phone numbers.
IRISPowerscanTM – User Guide USING A QUICK PROJECT Five Quick Projects are available in the Start up window. These projects can be used as such. You will thus be able to directly scan and convert your files into one of the proposed output formats (Word, PDF, PDF/iHQC, PDF/A, Excel).
Chapter 3 – Starting up Scan to Excel: Set to scan documents in color and black&white and generate one SpreadsheetML file. Resolution : 200 dpi How to use a Quick Project? A quick project is set to be directly ready for use, without having to go through project configuration. To open it, simply double-click on it. The whole processing can be handled in 3 main steps: 1. Check the default scanning parameters Before you start scanning, you must carefully check the scanning parameters.
IRISPowerscanTM – User Guide for the chosen quick project. 2. Change its project setup In the new project, change the project settings according to your needs. See the chapter on Project setup. USING A SOLUTION 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.
Chapter 3 – Starting up 1. Check the default scanning 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 prompts you to process the documents.
IRISPowerscanTM – User Guide USING A TEMPLATE PROJECT A series of Template Projects are available in the Start up window. These projects offer to use the advanced features of IRISPowerscan such as: document sorting, automatic indexing, etc. Some of the projects can be used as such, but many will have to be refined if you want to make them fit your very particular needs. Emulation images A series of emulation images are provided with the application for demonstration and testing purposes.
Chapter 3 – Starting up The types of images to be generated... - Do you wish to generate color, bitonal or/and black&white images? - What should their resolution be? - What is the output format required: JPEG2000, PDF, PDF iHQC, etc.? The document identification method... - Do the documents bear a barcode or an OCR zone that can be used to identify them? - Could they alternatively be identified according to their layout? The document hierarchical structure...
IRISPowerscanTM – User Guide 1. Create a project based on the chosen template You must create your own project, rather than change the template itself. By doing so, the template will still be used as such. Your project will have its own name and configuration. See: Starting up, Creating a project. 2. Refine the project settings in the Project Setup Once your project is created, you can make tests with your own documents, then refine the project settings in the Project Setup window. See: Project Setup. 3.
Chapter 3 – Starting up CREATING A PROJECT Why create a new project? Most of the projects proposed in the Start up window can be used as such. You can simply open them and directly start with the scanning and processing. However, if you intend to change the default settings of a project, it is highly recommended 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.
IRISPowerscanTM – User Guide Open in the Actions window), check and refine its settings in the Project Setup window (see: Project setup), then start the actual production workflow in IRISPowerscan.
Chapter 3 – Starting up 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. - Export settings of scanners: select this option to import the scanner settings of your project. Click on Export.
IRISPowerscanTM – User Guide 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 window.
Chapter 3 – Starting up Panes The number of panes displayed on screen depends on the workspace chosen (see: Starting up, Workspaces). All panes are resizable: use the horizontal and vertical resize pointers to resize them. The panes can be minimized and restored by a simple click on their title bars. The panes' contents can be displayed in a separate window: click on the Plus sign in the title bar to open a separate window.
IRISPowerscanTM – User Guide 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 fields that are being filled out for the current batch and/or document. Fields that do not match the validation rules set for the indexing are highlighted in red.
Chapter 3 – Starting up 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. Toolbars All toobars are dockable. A tooltip appears each time the cursor slides over their icons. Toolbars can be either hidden or displayed: select Toolbars from the View menu, then select or deselect the required toolbars.
IRISPowerscanTM – User Guide 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 previous or the first object within a given level.
Chapter 3 – Starting up 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 red dotted line indicates the separation between documents.
IRISPowerscanTM – User Guide 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 customization of the workspaces can be handled by administrators only. See: Software Options, Workspaces. Select the workspace to be modified. Simply open, hide and/or customize the various user interface components (see: Starting up, User Interface).
IRISPowerscanTM – User Guide CHAPTER 4 SOFTWARE OPTIONS SOFTWARE OPTIONS Features available for system administrators only. Note: The default automatic login when starting IRISPowerscan for the first time is SysAdmin (case sensitive), which is assigned 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.
Chapter 4 – Software Options GENERAL OPTIONS Features available for system administrators only. System administrators of IRISPowerscan can set the software general options. To set the software general 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 General tab.
IRISPowerscanTM – User Guide Unit: choose the unit in which the dimensions of the images must be given in the application USER PROFILES Features available for system administrators only. System administrators of IRISPowerscan can define the users, user groups, and user profiles. In IRISPowerscan, user profiles are referred to as roles. A role corresponds to a generic class of users to whom a certain number of permissions are granted.
Chapter 4 – Software Options have access. Workspaces Select/deselect the workspaces to which the users having this role will have access. Creating and modifying users Select the Users tab, use the Add/Modify buttons, and introduce the needed data in the user's properties window. General Name: user's name (e.g.: fdupont). Description: describe the user (e.g.: François Dupont) Password: introduce the user's password Language: select the preferred user interface language for the user.
IRISPowerscanTM – User Guide If you do so, remember to make sure that this option is deactivated in the system administrator profile. Roles Assign 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.
Chapter 4 – Software Options WORKSPACES Features available for system administrators only. System administrators of IRISPowerscan can customize any of the workspaces available in the application, or even create new workspaces and assign them to the various users. To customize a workspace: From the Settings menu, select Options, then the Workspaces tab.
IRISPowerscanTM – User Guide Filter tab: This tab allows you to define a filter to be applied on the viewer. You can ask the application to show, hide, select, or flag 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).
Chapter 4 – Software Options Click on Add to add the new workspace, give it a name, a description, and select the required options in the 3 tabs (General, Filter, Advanced) (see above), then click OK to save the settings. In the Role tab, choose 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.
IRISPowerscanTM – User Guide Select the shortcut in the list, then press the 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.
Chapter 4 – Software Options 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 be set at project level. See: Project Setup, Project options.
IRISPowerscanTM – User Guide CHAPTER 5 PROJECT SETUP PROJECT SETUP If the configuration of the project chosen in the Start Up window does 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.
Chapter 5 – Project Setup in the following Project 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 General tab of the Project Setup window (see: Project Setup). Name: confirm your project name. You may localize the name in the languages in which the application is available.
IRISPowerscanTM – User Guide Location: folder name of the physical location of the project (in this case: C:\IRISPowerScan\Common\Apps\IRISproject) Size You can set a limit to the size of your batches/documents (in number of documents/pages). During the scanning, the software will automatically display a warning message each time it gets to the limit.
Chapter 5 – Project Setup Workspaces Determine the order in which the workspaces will appear in the user interface. Select the required and use the Move Up and Move Down buttons on the right. Event Handlers Use this option if you want to change the standard behavior of the application: you will then link another 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).
IRISPowerscanTM – User Guide Separation (based on batch or document counter) The batch/document separation procedure is based on the number of objects they contain. Batch Level: set the number of documents after which the software must automatically create a new batch. Reset document counter (default): if you check this box, the document counter is reset to 1 each time a new batch is being created. Document Level: set the number of pages after which the software must automatically create a new document.
Chapter 5 – Project Setup Seal document: tick this option to seal your documents as soon as the scanner stops scanning. If a document is sealed, you will no longer be able to scan new pages in it. To unseal a document: get to the main application window, Batches pane, and select the document to be unsealed. Right-click to access its Properties window, and deselect the Seal option. Reorder: tick this option to make the software reorder your pages according to the parameters set in the Reordering window.
IRISPowerscanTM – User Guide format, without taking into account what has been defined at scanner level. Never: select this option in order never to compress the images and thus produce BMP images. Caution: This will slow down the scanning. Barcode/OCR Barcode and OCR setup The Barcode/OCR Setup module is used to define the barcodes/OCR zones to be automatically read on the images.
Chapter 5 – Project Setup The Barcode and OCR Setup window allows you to scan an image and define general properties for all defined barcodes/OCR zones, as well as barcode/OCR zone-specific properties. You must first select your template image in the Image drop-down list before barcode/OCR zones can be defined. To create your own template images. See: Project Setup, Scanning, Barcode/OCR, Capturing template images.
IRISPowerscanTM – User Guide Enter a name in the Image name field. The image name should not contain the following special characters: ", ?, *, ., >, <, /, \ Position the document in the feeder and click on the Scan button. The image appears in the Scan Image window. (The current Page Setup will be used for the scanning (see: Scanning, Page Setup). Any auto-rotation, auto-cropping and deskew settings will be applied to the scanned image before it appears).
Chapter 5 – Project Setup already contains template zones, these will directly appear on screen. What to do with the default template barcodes? The template project that you have chosen when starting your project (see: Starting up, Creating a project) is provided with template images and default template zones. Before defining new barcodes, check whether the template zones can be useful to you: check their type, location and properties.
IRISPowerscanTM – User Guide Note Barcode zones are project-specific; not image-specific. Therefore, displaying a new image will continue to display the zones as defined. Define the barcode properties in the Barcode Zone Properties window. See: Project setup, Scanning, Barcode/OCR, Setting the barcode properties. Once the barcode has been properly defined on the template image, you can test it. See: Project setup, Scanning, Barcode/OCR, Testing barcodes and OCR zones.
Chapter 5 – Project Setup Defining OCR zones To define an OCR zone on a template image: From the Project Setup Scanning tab, select Barcode/OCR to access the Barcode and OCR Setup window. If your project already contains template zones, these will directly appear on screen. What to do with the default template OCR zones? The template project that you have chosen when starting your project (see: Starting up, Creating a project) is provided with template images and default template zones.
IRISPowerscanTM – User Guide Place your cursor at the top left corner of the OCR zone. Click the left mouse button and drag the cursor until a rectangle is drawn around the OCR zone. The barcode will be enclosed in a green box. Tip: For variable length and height, make sure that you draw the zone large enough to capture all the data. At the same time, be careful not to draw the zone too large so that stray data (e.g.: lines on a form) can accidentally be captured.
Chapter 5 – Project Setup Deleting the OCR zone You can always delete any OCR zone. Select the OCR zone and right-click to access the context menu. Click Delete Selected Barcode or OCR Zone. Setting barcode properties Once a barcode has been located on a document template, you can define its properties (size, type, name, etc.). You can also tell the software whether it must be used as separator for the batches/documents, if it must be used to create attachments, etc.
IRISPowerscanTM – User Guide barcode properties (see: Scanning, Barcode/OCR, General barcode and OCR properties). Label: name of the barcode*. This name identifies the barcode and, if the barcode is used as an index field, it will appear in the Index Setup as BC_[Label] (see: Indexing, Defining index fields). (*) The label will appear in the top left corner of the barcode zone (in red) by clicking on on the Barcode and OCR Setup window toolbar).
Chapter 5 – Project Setup Position: indicate the position of the barcode on the template image. Anywhere: if the barcode can appear anywhere on the image (the rectangle around the barcode will become blue). Zone: if the barcode is always positioned at the same place (the position is indicated by drawing the barcode on the template image (see: Project setup, Scanning, Barcode/OCR, Defining barcodes).
IRISPowerscanTM – User Guide Significant skew: enable this option if there is a possibility that barcodes could be skewed on a page. Significant skew means more that 15 degrees. Confidence: enter a confidence level if you want to restrict what the software will consider to be a successful reading. When reading a barcode, the software reader indicates how confident it was in correctly reading the barcode (see: Project setup, Scanning, Barcode/OCR, Testing barcodes and OCR zones).
Chapter 5 – Project Setup - Separate documents - Create attachments. No separation: if you choose this option, you must indicate what level the barcode is located on. Barcodes can be found at batch level or document level. Batch level: the barcode is located at batch level; barcodes that are located on the batch level or that separate batches are available for batch and document indexing.
IRISPowerscanTM – User Guide barcode 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). (Remember to select Rotate based on barcode if you want to rotate all the pages in the document in the in the same orientation as the orientation of the barcode of the document.
Chapter 5 – Project Setup Setting a mask syntax The barcode masks are defined according to a mask syntax. They are used to validate the values detected on the documents, such as, for example, the index field values. A mask is made of characters that correspond to different values: A = alphabetic character (from A to Z and a to z) X = alphanumeric character 9 = a digit (from 0 to 9) ? = any character E.g.
IRISPowerscanTM – User Guide M = alphabetic Y = alphanumeric H = any character m = minute s = second t = time E.g.: DDMMYY => 240309 D(2)M(2)Y(4) => 24032009 or 2439 H(2)”h”mm => 15h30 or 9h05, etc. Setting OCR zone properties Once an OCR zone has been located on a document template, you can define its properties (size, language, etc.). You can also tell the software whether it must be used as separator for the batches/documents, if it must be used to create attachments, etc.
Chapter 5 – Project Setup Label: enter a name for the OCR zone. This name identifies the OCR zone and will appear in the Index Setup as OCR_[Label] in the list of default values (see: Indexing, Defining index fields). (*) The label will appear in the top left corner of the barcode zone (in green) by clicking on on the Barcode and OCR Setup window toolbar). Note The OCR label does not define or identify an index field. All index fields must be defined in Project Setup, Indexing.
IRISPowerscanTM – User Guide - Separate documents - Create attachments. No separation: if you choose this option, you must indicate what level the OCR zone is located on. OCR zones can be found at batch level or document level. Batch level: OCR zones that are located on the batch level or that separate batches are available for batch and document indexing. Document level: OCR zones that are located on the document level or that separate documents are available for document indexing.
Chapter 5 – Project Setup Separation triggered by change of value: check this option if you want the separation to take place only if the OCR value changes. Properties Language: select the language of the OCR zone in the drop-down list. Character set: define the character set that must be supported by the OCR engine; any character outside the defined character set will be ignored. Keep OCR with mask: give the OCR zone a mask to make sure that only OCR zones with that mask are retained for the defined zone.
IRISPowerscanTM – User Guide From the Barcode and OCR Setup window (Barcode/OCR section), select the General Barcode and OCR Properties button and fill in the required options. Click OK to confirm. Extract barcodes/OCR from images between: enter values in the minimum and maximum fields. The values limit the images from which barcodes or OCR text will be read to only those whose size falls in between these values.
Chapter 5 – Project Setup Testing barcodes and OCR zones You can test the reading of your barcodes and OCR zones. The extracted values will be displayed in the Barcode and OCR values window. To test a selected barcode or OCR zone: Select the barcode or OCR zone on the template image and click on Test Selected Barcode or OCR Zone . To test all barcodes and OCR zones: Click on Test all Barcodes and OCR Zones .
IRISPowerscanTM – User Guide X and Y: are coordinates of the upper left corner of the barcode/OCR zone. The coordinates are in 1/100 of an inch and represent the distance of the zone from the upper left corner of the image. Width and Height: width and height of the barcode/OCR zone in units or 1/100 of an inch. Patch code Defining and using patch codes The Patch Code module is used to define the patch codes to be detected on the images in order to separate the batches/documents.
Chapter 5 – Project Setup Batch separation: to make the software create a new batch when detecting the selected patch code. Document separation: to make the software create a new document when detecting the selected patch code. Create attachment: to make the software create an attachment when detecting the selected patch code. Delete page: to make the software delete the page is the selected patch code is detected on the page.
IRISPowerscanTM – User Guide Testing the patch codes The Patch Code Setup window also enables to test your document patch codes. Simply select an image in the right part of the window (drop-down list) and IRISPowerscan will test whether the patch code can be properly detected. Tip: To make 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.
Chapter 5 – Project Setup Image is 180° rotated: tick this option to also test a patch code after rotating the image by 180°. Blank page Defining and using blank pages The Blank Page module is used to define the blank pages that will be used to separate the batches/documents. The detection will automatically take place during the scanning process. You must first define what should be considered as a blank page, then determine how the detected blank pages should be used in your project.
IRISPowerscanTM – User Guide Detection method Format: select the type of image for which you want to set up the detection method. (The detection method can be different for black&white and color/grayscale images). Image size is below: set the image size in number of bytes. Below the defined threshold, the page will be considered as blank. Image content is less than: set the percentage of content of the page. Below this content, the page will be considered as blank.
Chapter 5 – Project Setup Create attachment: to make the software create an attachment when detecting a blank page*. (*) Both front and rear images are blank Delete page: to make the software delete the detected blank pages*. (*) Both front and rear images are blank Delete image: to make the software delete the detected blank images. Flag: to display a flag in the application viewer on top of each detected blank image. Testing blank pages The Blank Page Setup window also enables to test your blank pages.
IRISPowerscanTM – User Guide Image processing Defining image processing operations The Image Processing module is used to define the image processing to be carried out on the images (contrast, binarization, deskew, despeckle, black border removal, etc.), either during the scanning, or after it. The image processing to be performed during the scanning is set at Project Setup level and is described below. The image processing to be performed after the scanning is referred to as image "adjustments".
Chapter 5 – Project Setup processing operation (see the Image Processing window below, right part of the window). Each IRISPowerscan project comes with a series of test images (click the drop-down arrow on the right), but you can also use your own test images. To import you own images in the Image Processing window: - scan them, - select them from the application main viewer, - right-click and copy them to the project setup (Copy to Project Setup).
IRISPowerscanTM – User Guide In the left part of the Image Processing window, define your processing settings. General tab Deskew: to have the software automatically deskew the images. Remove black borders: to have the software remove the image black borders. Autorotate: to have the software automatically rotate your images. This option is relevant only if your images contain text (the software uses the OCR technology to detect the page orientation).
Chapter 5 – Project Setup Despeckle: to have the software remove the noise (little dots) present on the images. Determine the dots' size with the slider. Remove lines: to remove the lines present on the images. Determine the lines' size (in inches) with the slider. Color tab (for color images only) Advanced Settings Contrast: to set the image contrast. Use the slider. Brightness: to set the image brightness. Use the slider.
IRISPowerscanTM – User Guide Binarize: if you want the software to binarize your images. (IRISPowerscan is able to work in dual-stream with any scanner, i.e. to produce bitonal images from color images). Always: to make the software always binarize the images and keep the bitonal images after the scanning. When needed: to make the software binarize the images only for the reading of barcodes, OCR zones, patch codes, etc. The software will automatically binarize the images before the reading.
Chapter 5 – Project Setup Tip: Test the Binarize options on the images selected in the right part of the Image Processing window before you set the final parameters. Click OK to confirm your settings. To save your image processing model: - In the General tab, click Save As. - Give your model a name in the Name field and click OK to confirm.
IRISPowerscanTM – User Guide Stamp Adding stamps on images The Stamp module is used to add stamps to be placed on the document images, e.g.: the user name and the scanning date. To access the Stamp window: From the Project Setup Scanning tab, select the Stamp icon on the right. To define a stamp: Introduce your settings in the Stamp window: Formula: determine the data to be contained in the stamp, using the Setup button on the right. Determine the stamp position, font, and background color.
Chapter 5 – Project Setup INDEXING Indexing The Indexing tab (of the Project Setup window, see: Project Setup) 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 your project contains documents/batches of different types, you will also define them in this tab.
IRISPowerscanTM – User Guide 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 pane. In the Setup Index Types dialog box, also define the type's identifier. The identifier is the same for all types. It is usually a barcode or an OCR zone.
Chapter 5 – Project Setup If the scanning date is January, the value extracted from the barcode is "Contract". The document corresponds to the first type (i.e.: Contract 01). To define the formula, refer to: Project setup, Indexing, Defining value formulas. Defining index fields For each type of batch or document to be processed in IRISPowerscan, you can define an unlimited number of index fields. The field values are extracted from barcodes or OCR zones present on the documents, or from system values (e.
IRISPowerscanTM – User Guide General tab Label: name of the field to be displayed in the Index pane. Description: describe the field's content. Type: type of the field (text, number, date). The Custom type can be used to extend the field type. This enables to specify a culture for the Date (Time) fields, the decimals for numbers, currency, etc. Show: tick the box if the field must be visible in the Index pane. Allow Change: tick this box to enable the user to manually change the value in the Index pane.
Chapter 5 – Project Setup the list, and/or choose a barcode/OCR formula (these are set up using the Barcode/OCR section). To define the formula, refer to: Project setup, Indexing, Defining value formulas. Minimum Length: define the minimum number of characters to be contained in the value. If the value does not contain the minimum number, it will be considered as invalid by the software and will be highlighted in red in the Index pane. It will thus not be possible to process (export) it.
IRISPowerscanTM – User Guide Values: define a list of possible values. In some cases, it is very useful to define values as pairs made of a CODE and a DATA. CODE is the value that will be stored (and exported), DATA is the value being displayed in the Index pane.
Chapter 5 – Project Setup Padding: numeric values can be automatically padded with leading zero's in order to match the number of characters specified. Introduce the total number of characters to be contained in the 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.
IRISPowerscanTM – User Guide 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.
Chapter 5 – Project Setup E.g.: Typically, you can build unique batch identifier like this: "_""("" "")" Tip: is the latest value of a particular index field. You can extract some part of the variable specifying the offset (position of the first character) and the length. [p,n] extracts n characters at offset p. [1;4] extracts the leading four characters. E.g.
IRISPowerscanTM – User Guide 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, Indexing, Defining index fields. To establish the connection: Install the ODBC driver under Windows.
Chapter 5 – Project Setup document creation, as well as the connectors to export your data to other applications or repositories. The service that is embedded in IRISPowerscan is IRISDocument 9.0. IRISDocument allows you to perform OCR (Optical Character Recognition) on your scanned documents, enhance and hypercompress them and convert them into a wide range of textsearchable output formats. Supported formats include PDF, hypercompressed PDF, PDF/A, XPS, hyper-compressed XPS, RTF, XML, HTML, etc.
IRISPowerscanTM – User Guide Path: confirm the proposed location path for the output files, or browse for another location. Options Automatic processing: if you check this option, the user will be prompted to launch the processing once the scanning is complete and all index fields are valid. Background processing: if you select this option, the processing will work in the background after being launched.
Chapter 5 – Project Setup 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 be able to see the processing results in the viewer. Create index file: tick this option to generate an index file containing all information about the processed batch (number of documents, images, etc.). Service: IRISDocument 9.
IRISPowerscanTM – User Guide Tip: If you activate both a service and a connector, the documents generated by the service will be available for the connector. CONNECTORS About the connectors IRISPowerscan offers several types of connectors: built-in connectors, extended connectors and IRISConnect connectors. Built-in connectors The built-in connectors can be subdivided into two categories: basic image format connectors The Basic image format connectors convert your scanned documents into image files.
Chapter 5 – Project Setup Extended connectors The extended connectors convert your scanned documents into image files and text-searchable documents (via the IRISDocument service) and offer advanced storage, indexing and export options.
IRISPowerscanTM – User Guide Note that IRISConnect connectors are to be acquired separately. To acquire any IRISConnect connectors, contact I.R.I.S. at irispowerscan@iriscorporate.com. Once you've acquired an IRISConnect Connector it must be registered. To register an IRISConnect connector: In the Help menu, click on Add-ons. Select the connector of your choice from the list. Copy the hardware key and send it to irispowerscan@iriscorporate.com. You will receive the software key in return.
Chapter 5 – Project Setup Important note: these Quick Project contain Configuration Wizards that allow you to set up a connection via IRISConnect in a few easy steps. If you want to have access to the Project Setup, however, to do a manual configuration of the connector, then you need to create a new Quick Project first, based on the IRISConnect Quick Project. To create a new Quick Project: Select the IRISConnect Quick Project that was created automatically.
IRISPowerscanTM – User Guide Then click New. Name the new Project and make sure to keep the default location. When you click OK, the Configuration Wizard will start. See the sections About the IRISConnect connectors and Using the Configuration Wizards for more information. Once the configuration is finished, you can access the connector via the Project Setup. To access the connectors: Click to enter the Project Setup. Click the Processing tab.
Chapter 5 – Project Setup Select the desired connector from the Connector list, then click Setup to configure it. EXTENDED CONNECTORS About the extended connectors Three pre-configured extended connectors are available in IRISPowerscan: Extended Multi-page TIFF, Extended Singlepage TIFF and Extended Uncompressed (BMP). These preconfigured connectors can be fully customized, however.
IRISPowerscanTM – User Guide Extended Multi-page TIFF converts your scanned documents into a single TIFF file per batch and stores it in the batch process path. By default, this starts with C:\IRISPowerscan\Batches\Batch 1.TIFF. An XML index file is created per batch. CSV index files are created containing information about the processed batches and documents. Extended Single-page TIFF converts each image of your scanned documents into a TIFF file and stores them in the batch process path.
Chapter 5 – Project Setup Click the Processing tab. Select the desired extended connector from the list and click Setup. The configuration of the extended connectors is divided over three tabs, in which the different options are grouped: o the General tab o the Indexing tab o the Advanced tab For more information on how to configure the extended connectors, refer to the corresponding sections below: Configuring the general options, Configuring the indexing options, Configuring the advanced options.
IRISPowerscanTM – User Guide In the Format lists, select which type of image file you want IRISPowerscan to generate for Bitonal and Color/Grayscale images. Click the Options buttons to configure the compression settings of the image formats.
Chapter 5 – Project Setup When you are done, click OK to close the image compression options. If you are using the IRISDocument service to convert your scanned documents into text-searchable output documents, select Document on the General tab. Click the Browse buttons to select the location where IRISPowerscan will store your image files and/or documents. Formulas are used to determine the location and file naming options.
IRISPowerscanTM – User Guide a single file per batch, document or image. A formula consists of variable fields and absolute values. The absolute values are put between double quotation marks. During the examination of a formula, IRISPowerscan replaces the variable fields by their absolute and maintains the absolute values (while leaving out the quotation marks). E.g. \"sub_folder" During the examination, the variable field BATCH_PROCESS_PATH will be replaced by its value.
Chapter 5 – Project Setup Examples of formulas Description A single image file will be created per batch Example C:\IRISPowerscan\Batches\Batch 01.TIFF Formula "\" Description An image file will be created per document Example C:\IRISPowerscan\Batches\Batch 02\Document 1_1_2.
IRISPowerscanTM – User Guide By means of the Browse button you can for instance select D:\Backup instead of the standard C:\IRISPowerscan\Batches. Other general options Counter The general options of the extended connectors contain a counter. It counts all the batches, documents, pages and images that are exported via the extended connector. By default, the counter starts at 1.1.1.0. To customize it, click the Options button.
Chapter 5 – Project Setup Rotate The images that are exported can be rotated by 90°, 180° and 270°. Stamp A stamp can be put on your documents. This stamp can identify the user who scanned the documents, the time of scanning, the document name, etc. To determine which content the stamp must contain, click the Setup button.
IRISPowerscanTM – User Guide Select the Fields you want to add to the stamp and then click Add. For instance: "\""\"" Click OK to close the settings. To determine where on your documents the stamp will be put, click the Options button. When you are done configuring the general options, click OK to close the options or move to the Indexing and Advanced tabs to configure those options.
Chapter 5 – Project Setup Example of XML index file To configure the indexing options: Click the Indexing tab of the connector you selected to access the Indexing options.
IRISPowerscanTM – User Guide To generate an XML index file: Select the option Produce XML index file. Note: the other 3 options generate CSV index files. Click the Browse button to determine in which location the XML index file will be stored. Formulas are used to determine the location of the index files. Based on the formula, the connector can, for instance: - generate 1 XML file per batch: "\".
Chapter 5 – Project Setup - generate 1 XML file per document: "\""\".XML For more information on how to use formulas, refer to the section Configuring the general options. Select the Text separators, Field delimiters and Character encoding you want to use, then click OK to close the settings. To generate a CSV index file: Select any of the three options: Produce batch index file, Produce document index file and Produce image index file.
IRISPowerscanTM – User Guide Select the Text separators, Field delimiters and Character encoding you want to use, then click OK to close the settings. When you are done configuring the indexing options, click OK to close the options or move to the Advanced tabs to configure those options. Configuring the advanced options The extended connectors offer several advanced options.
Chapter 5 – Project Setup documents and proves 2) that the documents have not been modified since the scanning, 3) that any content has been added or 4) removed since the scanning and 5) that the order of the images has not been changed. To configure the advanced options: Click the Advanced tab to access the Advanced options of the connecter you selected. Legal archiving Select Legal archiving if you want your documents to comply with the legal archiving regulations (see * above).
IRISPowerscanTM – User Guide Header Select Header to generate an index file per image. Click the Browse button to select in which location this index file will be stored. Then click Setup to determine the content it will contain. Note: formulas are used to define the location and the content. For more information on how to use formulas, refer to the section Configuring the general options (in Project Setup > Processing > Extended connectors).
Chapter 5 – Project Setup Select to which destination you want to export your documents. Note: the option Create File allows you to create customized index files. Note: the option Execute is actually the same as the Export option on the Advanced tab. Then type in an appropriate name for the rule. Click OK to return to the Advanced tab. Now click Setup to complete the configuration of each rule. When you are done, click OK to return to the Advanced tab.
IRISPowerscanTM – User Guide IRISearch Select the IRISearch option if you want your documents to be searchable by the IRISearch application. Select Indexing if you want to update the indexing of Windows search. IRISCONNECT CONNECTORS About the IRISConnect connectors The IRISConnect connectors allow you to connect IRISPowerscan to a wide range of Electronic Content Management Systems (ECM's) and Cloud systems.
Chapter 5 – Project Setup Example To use the connectors: Double-click the Quick Project to start the Configuration Wizard. The Configuration Wizard allows you to do a quick, basic configuration of the connector. You won't have access to the Project Setup afterwards to do any manual configurations. Or: Create a new Quick Project first, based on the existing Quick Project, then start the Configuration Wizard.
IRISPowerscanTM – User Guide Tip: Refer to the separate IRISConnect documentation to make full use of the IRISConnect Connectors. Refer to the section Using the Configuration Wizards for more information about the wizards. Using the Configuration Wizards The Configuration Wizards allow you to set up the connectors in a few easy steps. They guide you through the different steps of a quick, basic configuration.
Chapter 5 – Project Setup Enter the server link and your login credentials. The login credentials differ from one ECM system to another, so this screen also differs from one connector to another. Then click the Connect button. Note: in some case you need to click Connect twice: one time to establish the connection, and one time to connect to the underlying database/category/etc. Click Next to continue with Step 2 or click Finish to open the project and start processing documents.
IRISPowerscanTM – User Guide Example Suppose you selected Invoices at Step 1 of the Therefore Wizard. Then you will see the following available fields at step 2.
Chapter 5 – Project Setup The fields you see listed in Step 2 of the Wizard are the ones that are available in your ECM system - in this case Therefore. Select the document fields you want the Wizard to create in IRISPowerscan. By default, the Wizard creates them all. The document fields you select in step 2 of the Configuration Wizard appear in the Index section of IRISPowerscan after scanning a batch or document.
IRISPowerscanTM – User Guide If you keep the default option Use custom data types activated in step 2 of the Wizard, then you have to fill in the document types fields according to specific naming conventions in IRISPowerscan. The fields that are mandatory are marked in red. If you deactivate the option Use custom data types in the Wizard, then all document fields can be filled in as text in IRISPowerscan.
Chapter 5 – Project Setup Select the options of your choice: PDF o PDF Image-Text generates searchable PDF files that contain the original page image on top of the recognized text. o PDF Image generates image PDFs. They are not textsearchable. o PDF Text generates Text PDFs and creates graphic zones as images. o PDF Text-Image generates PDF files in which the recognized text is placed on top of the image. PDF/A compliant generates PDF/A files that are suitable for long-term archiving.
IRISPowerscanTM – User Guide o XPS-iHQC: generates highly-compressed XPS files using intelligent High-Quality Compression technology. RTF: generates RTF (Rich Text Format) files. Word: generates Microsoft Word files. WordML: generates WordML files (supported by Microsoft Word 2007 and 2003). SpreadSheetML: generates SpreadsheetML output (supported by Microsoft Excel 2007, 2003 and 2002). OpenDocument: generates OpenDocument files (XML-based open format). Multipage TIFF: generates Multipage TIFF files.
Chapter 5 – Project Setup Separation options blank pages barcodes Select the type of barcode that will be used to separate documents. Field: indicate the index field (of the Index Pane in IRISPowerscan) where the barcode values must be inserted. patch code Select the type of patch code that will be used to separate documents. page count Indicate after how many pages you want IRISPowerscan to start a new document. When you are done, click Finish to open the project and start processing documents.
IRISPowerscanTM – User Guide SECURITY Features available for system administrators only. The Security tab (of the Project Setup window, see: Project Setup) 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.
IRISPowerscanTM – User Guide CHAPTER 6 SCANNING SCANNER SELECTION When running IRISPowerscan, you are automatically prompted to confirm the scanner selection in the Select 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).
Chapter 6 – Scanning Once a scanner has been connected, the Emulation mode (which enables to run emulation images) is disabled and the scanning of document sheets can start. (You can access the Scanner Setup dialog box by selecting Scanner, Setup, from the Settings dropdown menu). SCANNER SETUP By default, the application is set to run with the Twain protocol which requires a Twain driver version 1.9 or higher. If you do have a Twain driver 1.
IRISPowerscanTM – User Guide If you choose any of the above options, all scanning parameters will be set in the application Page Setup window, Scanner tab. If the scanning still does not work properly, choose Show Scanner Dialog. By doing so, you will be able to introduce your scanner settings directly in your scanner interface each time you want to start the scanning.
Chapter 6 – Scanning RUNNING EMULATION IMAGES IRISPowerscan is also provided with emulation images. These can be used for demonstration or testing purposes. You can run the emulation images to make a few tests before you start with the actual production scanning process. The Emulation Mode that enables to run these emulation images is activated by default. If you connect a scanner, however, the Emulation Mode becomes disabled.
IRISPowerscanTM – User Guide CAPTURING EXISTING FILES The software offers to capture existing files, i.e. images of documents that were previously scanned. 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.
Chapter 6 – Scanning Select the necessary Page Setup: 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 color images contained in the input folder will be ignored. Default: corresponds to the current scanner settings (see: Scanning, Page setup (scanning parameters), Page setup) Simplex: to rapidly indicate that the folder only contains front pages.
IRISPowerscanTM – User Guide - Batch separation only: to convert the first hierarchical level in batches, all images will be placed one after the other in the batches - Batch separation + Document separation: to convert the first hierarchical level in batches, the second hierarchical level in documents, and all images will be placed one after the other in the documents.
Chapter 6 – Scanning Copy to: to make a copy of your files at another location. Delete: to delete the original files. File monitoring: to make the software automatically scrutinize the files of the selected folder. All new images available in the folder will automatically appear in the Scan from files window the next time you open the module. If images have already been captured, they will not appear in the list.
IRISPowerscanTM – User Guide 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 settings will be enabled in the Scanner tab.
Chapter 6 – Scanning 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 the Twain user interface, it is recommended to give the configuration a new name.
IRISPowerscanTM – User Guide options get automatically adapted in the Scanner tab of the Page Setup window. 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.
Chapter 6 – Scanning 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 images by 180° (this is useful if you scan a calendar).
IRISPowerscanTM – User Guide Check Length: select the document format required for the images. All the images that do not match the format (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).
Chapter 6 – Scanning 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.
IRISPowerscanTM – User Guide 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 scanning parameters in the Page Setup window. See: Scanning operations, Page setup.
Chapter 6 – Scanning 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. Alternatives 1. Scan emulation images (for capturing emulation images provided with the application) See: Scanning, Running emulation images. 2. 'Scan from Files' (for acquiring existing images into the application) See: Scanning, Capturing existing files.
IRISPowerscanTM – User Guide 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 keyboard). By doing so, you will not only create a new document, but also launch the scanning. To create a new batch: Click on New on the main toolbar and select Batch.
Chapter 6 – Scanning 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 Batches pane. Repeat the operation for each page to be attached. Tip: Attaching a page means that the page will always be appended at the end of the current document.
IRISPowerscanTM – User Guide Choose whether you want to insert before or after the selected object. The pages will be inserted in the Batches pane. Rescanning pages If some of your documents have been badly scanned, you can have them rescanned by the application. The newly scanned images will directly be integrated at the right place in the hierarchical structure of documents.
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IRISPowerscanTM – User Guide CHAPTER 7 INDEX VALIDATION INDEX VALIDATION Batch/document indexing is carried out automatically during the scanning process according to the parameters defined in the project setup (see: Project setup, Indexing). 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.
Chapter 7 – Index validation INDEXING TASKS Indexing operations All frequent commands related to index validation are available from the main toolbar or from the Tasks pane (if necessary, use the blue arrows to the right or to the left at the bottom of the pane to access the next indexing 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.
IRISPowerscanTM – User Guide Click on Undo Tasks pane. in the main toolbar or on Undo change in the To get to the previous invalid document (or batch): To easily get from one invalid document to the other, you can use the arrows to the left or to the right in the Tasks pane. Alternatively use the arrows of the Browse bar (see: Starting up, 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).
Chapter 7 – Index validation Use the shortcuts Use the shortcuts to easily get to the previous/next index field: To go to the next index field: Press the Tab key of your keyboard. To go to the previous index field: Press SHIFT + Tab key of your keyboard. Drag&Drop OCR Thanks to the OCR technology, 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.
IRISPowerscanTM – User Guide Position your cursor in the top left corner of the OCR zone to be extracted, then drag your cursor to the bottom right corner of the zone. The selected data instantly appears 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).
Chapter 7 – Index validation 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.
IRISPowerscanTM – User Guide CHAPTER 8 POST-SCANNING OPERATIONS POST-SCANNING OPERATIONS Once the scanning is complete on a certain number of documents, you can operate changes 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.
Chapter 8 – Post-scanning operations Image editing Image (re)organization 166
IRISPowerscanTM – User Guide Refer to full User Guide Also refer to the full User Guide for detailed instructions on: - Editing images - Zooming and scrolling images - Selecting and filtering images - Rotating and flipping images - Erasing image zones - Cropping images - Adjusting images - (Re)organizing images - Reordering images - Splitting and merging EDITING IMAGES Editing images You can perform all sorts of post-scanning operations on the images.
Chapter 8 – Post-scanning operations Zooming and scrolling images Zooming and scrolling options offer the user to better see the image 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.
IRISPowerscanTM – User Guide Zoom in: to magnify the image. Zoom out: to diminish the image size. Zoom Step: to determine the zoom step percentage. Scroll Once you have magnified the images, you can also scroll them. To scroll an image, click the Scroll button , position your cursor on the image to be scrolled and keep your mouse pressed while moving your cursor. Additional scroll options are available from the context menu (right-click).
Chapter 8 – Post-scanning operations Page: to make the software select one page at a time. Side: to make the software select one side of a page at a time. If you have scanned the front and the rear sides of a page, both in color and black&white, the front (or rear) sides will be selected. Image: to make the software select one image at a 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.
IRISPowerscanTM – User Guide To activate the image filtering: Click the Filter button from the Image bar or select Filter, Advanced from the context menu. The viewer automatically 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.
Chapter 8 – Post-scanning operations Erasing image zones You can select an image zone and erase it 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.
IRISPowerscanTM – User Guide To crop an image: Select the image to be cropped. Click on the Region button on the Image toolbar. Draw a rectangle on the image to determine where the image must be cropped, then click on Crop . Only the zone defined by the rectangle remains in the image. Adjusting images Once your documents have been scanned, you can still apply some adjustments on the scanned images (contrast, binarization, deskew, despeckle, black border removal, etc.
Chapter 8 – Post-scanning operations The Image Processing window pops up with a preview pane on the right in which you can view the first image of your selection. Two versions of the image are displayed: a small one and a large one. The small one corresponds to the selected source image, the large one dynamically shows the result of the processing activated in the left part of the window. In the left part of the Image Processing window, define your adjustments.
IRISPowerscanTM – User Guide (RE)ORGANIZING IMAGES (Re)organizing images The scanned images can be easily (re)organized from the Batches pane. Drag&Drop operations 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.
Chapter 8 – Post-scanning operations To delete objects: Select the object(s) to be deleted in the Batches pane or in the viewer. The objects of the 3 hierarchical levels can be deleted: batch, document, page. Click on the Delete button in the Tasks pane. on the main toolbar, or on Delete 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.
IRISPowerscanTM – User Guide Reordering images You can reorder the scanned images by using the Cut&Paste, Copy&Paste, and Drag&Drop features of IRISPowerscan. To perform a Cut&Paste: Select the object to be cut in the Batches pane. Click on Cut on the main toolbar or in the Tasks pane. The cut object becomes grayed out. Locate your cursor at the place you want to insert the object and click on Paste on the main toolbar or in the Tasks pane.
Chapter 8 – Post-scanning operations Select to object to be split in the Batches pane. Select Split from the context 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.
IRISPowerscanTM – User Guide CHAPTER 9 OUTPUT PROCESSING OUTPUT PROCESSING The output processing enables to convert or export the scanned images according to the settings introduced at project setup level (see full User Guide: Project Setup, Processing, Processing options). This processing can take place either on one batch - or on several batches of documents at a time - once all indexing fields are valid for the application.
Chapter 9 – Output processing Confirm the batches to be processed in the Process All dialog box and click OK to confirm.
IRISPowerscanTM – User Guide INDEX A black border removal ..87, 173 access rights ........................ 45 blank pages .........................82 adjust image ...................... 173 blank zones .......................172 anti-virus ............................. 21 brightness ....................88, 173 attach objects .................... 156 C auto-completion .................. 97 color ..........................149, 150 auto-format ......................... 97 color dropout ..........
Index document name ................... 98 FormIris connector............105 document separation ........... 57 formula ................................ 99 document size ..................... 55 front/rear ...................149, 150 document types ................... 92 drag&drop......................... 177 drag&drop OCR ............... 162 E G general settings .............53, 54 I iHQC .................................104 emulation images .............. 142 image edition ....................
IRISPowerscanTM – User Guide insert page ......................... 156 N installation .......................... 13 new batch ..........................154 invalid values .................... 159 new document ...................154 IRISCapture Pro connector .......................................... 105 O OCR 'on the fly' ................162 IRISConnect ..................... 127 OCR zone properties.....73, 76 IRISDocument .................. 104 OCR zones ..........................
Index project setup........................ 53 scanning ............................153 project templates ............. 7, 29 scanning parameters..........146 Q quick project ....................... 25 R scanning tasks ...................153 seal batch ............................57 seal batches .........................57 red value ........................... 159 security ................................ 45 register ................................ 18 service ...............................
IRISPowerscanTM – User Guide Therefore connector.......... 105 U value formula ......................99 W unseal .................................. 57 workflow ...............................9 user interface ...................... 35 workspace ...........................40 user profiles ........................ 45 V Z zoom .................................168 validate .............................
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