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

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Summary of Contents for I.R.I.S. IRISPOWERSCAN 9.0

  • Page 1     Version 9.0  User Guide...

  • Page 3: Table Of Contents

    Table of Contents   Copyrights  ..............................  1   About this guide ............................  3 Chapter 1 About IRISPowerscan  .................... 5   What is IRISPowerscan?........................  5   How to use IRISPowerscan?  ......................  7   IRISPowerscan processing steps  ......................  9   Software versions  .........................  1 0  Supported scanners  ........................  1 1  Chapter 2 Installation  ...................... 13  ...
  • Page 4 IRISPowerscan - User Guide Using a Template Project ......................  3 1  Creating a project .........................  3 4  Importing/exporting a project ......................  3 5  User interface  ..........................  3 8    Panes ................................  3 9   Toolbars ..............................  4 1   Viewer...............................  4 2   Slider  .................................  4 2 Available workspaces ........................  4 3  Chapter 4 Software Options .................... 45  ...
  • Page 5 Table of Contents   Capturing template images ........................  6 1   Defining barcodes  .............................  6 2   Defining OCR zones...........................  6 5   Setting barcode properties ........................  6 7   Setting a mask syntax ..........................  7 2   Setting OCR zone properties  ........................  7 4   General barcode and OCR properties  .......................  7 7   Testing barcodes and OCR zones  ......................  7 8  ...
  • Page 6 IRISPowerscan - User Guide   Processing options  ............................  9 9 Security ............................  1 02  Chapter 6 Scanning ...................... 103   Scanner selection ........................  1 03  Scanner setup  ..........................  1 04  Running emulation images ......................  1 06  Capturing existing files .......................  1 07  Page setup (scanning parameters) ....................  1 08    Page setup (scanning parameters) .......................  1 08   Scanner settings ............................  1 11  ...
  • Page 7 Table of Contents   Drag&Drop OCR  ............................  1 24   Drop down lists  .............................  1 25   Last five values..............................  1 26 Chapter 8  Post‐scanning operations .................. 127   Post‐scanning operations ......................  1 27  Editing images ..........................  1 28    Editing images ..............................  1 28   Zooming and scrolling images ........................  1 29   Selecting and filtering images  ........................  1 30  ...

  • Page 9: Copyrights

    Copyrights Copyrights ©2002-2009 I.R.I.S. All Rights Reserved. IPS9.0-adel090602-01 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.

  • Page 11: About This Guide

    About this guide Important note about this guide's contents The English version of this manual corresponds to the IRISPowerscan's complete User Guide. The other language versions of the manual, correspond to a Quick User Guide. They cover the main start up steps for installing and using the software.

  • Page 13: Chapter 1 About Irisp Owerscan

    HAPTER IRISP BOUT OWERSCAN IRISP HAT IS OWERSCAN 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...
  • Page 14 IRISPowerscan – User Guide 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.
  • Page 15 Chapter 1 - About IRISPowerscan Compression) technology that offers extremely high image compression. Batch Output Formats IRISPowerscan offers a wide variety of output formats, among which IRISDocument which converts the document images into fully searchable files. IRISPowerscan’s full list of features The full list of IRISPowerscan’s features is detailed in the IRISPowerscan datasheet.
  • Page 16 IRISPowerscan – User Guide 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).
  • Page 17 Chapter 1 - About IRISPowerscan 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.

  • Page 18: Software Versions

    IRISPowerscan – User Guide 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.

  • Page 19: Supported Scanners

    Chapter 1 - About IRISPowerscan – Hardware key required to run the application – 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 –...

  • Page 21: Chapter 2 Installation

    HAPTER NSTALLATION YSTEM 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 •...
  • Page 22 IRISPowerscan – User Guide 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.
  • Page 23 Chapter 2 - Installation • 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.

  • Page 24: Installing Your Scanner

    IRISPowerscan – User Guide NSTALLING 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.

  • Page 25: Uninstalling Irispowerscan

    Chapter 2 - Installation 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.

  • Page 26: How To Get Product Support

    IRISPowerscan – User Guide 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. OW TO GET PRODUCT SUPPORT If you have purchased your product through an I.R.I.S.

  • Page 27: How To Register

    Chapter 2 - Installation basic/advanced support, end-user/partner/on-site support, level of support reaction time, etc. (**) Minor version software maintenance: gives access to all relevant software updates. Major version software maintenance: gives access to all relevant software updates and upgrades. To obtain the I.R.I.S. Software Maintenance and Support Services Program application form, please contact your Valued Added Reseller or I.R.I.S.
  • Page 28 IRISPowerscan – User Guide your are: - kept informed of future product developments and related I.R.I.S. products; - entitled to free product support on all basic functionalities; - entitled to special offers on I.R.I.S. products. To register: Fill in the required fields in the IRISPowerscan Registration •...
  • Page 29 Chapter 2 - Installation Registration of software Add-ons If you have acquired an Add-on to IRISPowerscan, you will also have to register it. To register an add-on: • From the Help menu, select Add-ons. In the Add-ons dialog box, fill in the required software key. •...

  • Page 31: Chapter 3 Starting Up

    HAPTER TARTING UP ONFIGURING 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.
  • Page 32 IRISPowerscan – User Guide 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.

  • Page 33: Start Up Window

    Chapter 3 - Starting up demonstration and testing purposes. The Emulation Mode is activated by default. If you do not connect a scanner to IRISPowerscan, the Emulation Mode remains activated. TART UP WINDOW The Start up window contains five windows: Actions, Help, System, Projects, and About (at the bottom)
  • Page 34 IRISPowerscan – User Guide The Actions window (on the left) The Actions window offers to act on the project selected in the 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.

  • Page 35: Using A Quick Project

    Chapter 3 - Starting up The About window displays the detailed settings and objectives of any shortcut/template selected in the Projects window. SING A UICK ROJECT 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).
  • Page 36 IRISPowerscan – User Guide • Scan to PDF/iHQC: Set to scan documents in color and black&white and generate one PDF/iHQC file. Resolution : 200 dpi • Scan to PDF/A: Set to scan documents in color and black&white and generate one PDF/A file. Resolution : 200 dpi •...

  • Page 37: Using A Solution Package

    Chapter 3 - Starting up (*) The default settings of each project are described in the About window of the Start up window. You must thus: 1. Create a new project You must create a new project based on the chosen quick project. See: Starting up, Creating a project.
  • Page 38 IRISPowerscan – User Guide How to use a Solution Package? A solution package 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.

  • Page 39: Using A Template Project

    Chapter 3 - Starting up In the new project, change the project settings according to your needs. See the chapter on Project setup. SING A EMPLATE ROJECT 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.
  • Page 40 IRISPowerscan – User Guide The types of documents to be processed... - Are there several types of documents to be dealt with? - Do they contain blank pages? - Should the document types be sorted automatically? - Should there be any image pre-processing such as image adjustment, image rotation, cropping, page merge or split? The types of images to be generated...
  • Page 41 Chapter 3 - Starting up Select the project in the list and click on Create in the Actions window or on New in the context menu. Here are the main steps to follow when using a template project: 1. Create a project based on the chosen template You must create your own project, rather than change the template itself.

  • Page 42: Creating A Project

    IRISPowerscan – User Guide 7. Process your documents Once all the required processing steps have been completed on the images, these are ready for the output processing. Refer to the section on Output processing. REATING A PROJECT Why create a new project? Most of the projects proposed in the Start up window can be used as such.

  • Page 43: Importing/Exporting A Project

    Chapter 3 - Starting up Your project becomes listed at the top of the Projects window. • You can now open it (either double-click or select it and click on 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.
  • Page 44 IRISPowerscan – User Guide (*) This is only possible if Kodak Capture Software is installed on the same workstation as IRISPowerscan. ! Any project must first be exported before it can be imported into the application. To export a project: From the Start up window*, first select the project to be •...
  • Page 45 Chapter 3 - Starting up Tip: If the project to be imported into IRISPowerscan was created with Kodak Capture Software 6*, you must also make an export/import using the IRISPowerscan interface. In the Project Export window, select the tab From Kodak Capture Software., then click on Export. (*) This is only possible if Kodak Capture Software is installed on the same workstation as IRISPowerscan.

  • Page 46: User Interface

    IRISPowerscan – User Guide project(s) to be kept for the new version before you desintall the application: 1. Export your project(s) 2. Deinstall IRISPowerscan 3. Install the new version of IRISPowerscan 4. Import your project(s) SER INTERFACE Once a project is open, you get to the actual user interface. The user interface contains various resizable panes (left part), customizable toolbars, an image viewer (right part), and a slider (bottom right part).

  • Page 47: Panes

    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.
  • Page 48 IRISPowerscan – User Guide The Search pane enables you to carry out searches on the • document index values. The searches cover all the batches of documents of the open project. If several results are available, the user can go from one result to the other by pressing the Search button.

  • Page 49: Toolbars

    Chapter 3 - Starting up 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. The main toolbar (top left part) gives access to all frequent •...

  • Page 50: Viewer

    IRISPowerscan – User Guide The Image bar (right part) gives access to all operations to be • carried out on the scanned images (selection, rotation, cropping, adjustments, etc.). Viewer The viewer displays the images that have been selected in the Batches pane.

  • Page 51: Available Workspaces

    Chapter 3 - Starting up VAILABLE WORKSPACES The application is provided with various default workspaces (four in total), i.e. various versions of the user interface. These workspaces are made available to the different users according to their particular user profile*. (*) Access to the workspaces is defined by the application's system administrator through the user management features.
  • Page 52 IRISPowerscan – User Guide Simply open, hide and/or customize the various user interface • components (see: Starting up, User Interface). Alternatively, from the View drop-down menu, select or deselect the toolbars to be displayed on screen, the status bar, the slider, and choose the number of images to be displayed in the image viewer.

  • Page 53: Chapter 4 Software Options

    HAPTER OFTWARE PTIONS OFTWARE 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.

  • Page 54: General Options

    IRISPowerscan – User Guide ENERAL 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). •...

  • Page 55: User Profiles

    Chapter 4 - Software Options Theme: select your preferred theme (user interface color) Unit: choose the unit in which the dimensions of the images must be given in the application SER PROFILES Features available for system administrators only. System administrators of IRISPowerscan can define the users, user groups, and user profiles.
  • Page 56 IRISPowerscan – User Guide Select/deselect the projects to which the users having this role will 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.
  • Page 57 Chapter 4 - Software Options to create a generic user having a given role on a given workstation). 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.

  • Page 58: Workspaces

    IRISPowerscan – User Guide ORKSPACES 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 •...
  • Page 59 Chapter 4 - Software Options - Form: if you select this option, the index values will be displayed in a form rather than a grid in the Index pane. 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.

  • Page 60: Shortcuts

    IRISPowerscan – User Guide To create a new workspace: From the Settings menu, select Options, then the Workspaces • tab. • 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.

  • Page 61: Advanced

    Chapter 4 - Software Options To clear a shortcut: Select the shortcut in the list, then click on Clear. • To set a shortcut: • Select the shortcut in the list, then press the desired key on your keyboard. To reset the shortcuts: Click on Reset.
  • Page 62 IRISPowerscan – User Guide a certain configuration of the application (corresponding to the software options). Each time the configuration is being changed by the administrator, that same configuration is updated for all the connected workstations. To configure the Shared Drive Add-on: Get in contact with I.R.I.S.

  • Page 63: Chapter 5 Project Setup

    HAPTER ROJECT SETUP ROJECT 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.

  • Page 64: General

    IRISPowerscan – User Guide You must carefully analyze your documents and the work to be performed in IRISPowerscan, then check and refine the parameters in the following Project Setup tabs: General Scanning Indexing Processing Security ENERAL Project options To set the project's general options, select or fill in the required fields in the project setup General tab.
  • Page 65 Chapter 5 - Project setup the localized name in the Project Setup window, then click OK. 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).

  • Page 66: Scanning

    IRISPowerscan – User Guide 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.
  • Page 67 Chapter 5 - Project setup 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.

  • Page 68: Barcode/Ocr

    IRISPowerscan – User Guide scanner level. Never: select this option in order never to compress the images and thus produce BMP images. 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. These zones can be used to: - separate the batches/documents, - extract indexing values,...

  • Page 69: Capturing Template 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.

  • Page 70: Defining Barcodes

    IRISPowerscan – User Guide 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).
  • Page 71 Chapter 5 - Project setup template zones. Before defining new barcodes, check whether the template zones can be useful to you: check their type, location and properties. You may wish to simply modify them rather then start creating new zones from scratch.
  • Page 72 IRISPowerscan – User Guide 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.

  • Page 73: Defining 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.
  • Page 74 IRISPowerscan – User Guide 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. • Define the OCR zone properties in the OCR Zone Properties window.

  • Page 75: Setting Barcode Properties

    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.).
  • Page 76 IRISPowerscan – User Guide 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).
  • Page 77 Chapter 5 - Project setup 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).
  • Page 78 IRISPowerscan – User Guide 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).
  • Page 79 Chapter 5 - Project setup 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.

  • Page 80: Setting A Mask Syntax

    IRISPowerscan – User Guide 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. Note: Rotate based on barcode is not available if the barcode separator page is deleted).
  • Page 81 Chapter 5 - Project setup 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.: if the value mask is AA99: the value is valid if it starts with two alphabetic characters followed by two digits.

  • Page 82: Setting Ocr Zone Properties

    IRISPowerscan – User Guide 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.
  • Page 83 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).
  • Page 84 IRISPowerscan – 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.

  • Page 85: General Barcode And Ocr Properties

    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.

  • Page 86: Testing Barcodes And Ocr Zones

    IRISPowerscan – User Guide 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. Alternatively search for barcodes/OCR on rear side: enable this option if you want to search for the barcode/OCR text on the rear side of the document.
  • Page 87 Chapter 5 - Project setup 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 •...

  • Page 88: Patch Code

    IRISPowerscan – User Guide 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.

  • Page 89: Testing The Patch Codes

    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.

  • Page 90: Blank Page

    IRISPowerscan – User Guide To test a patch code on a template image: From the Project Setup Scanning tab, select the Patch Code • icon on the right to access the Patch Code Setup window. • In the left part of the window, select the type of patch to be detected, and on the right side, select the template image on which the patch code must be read.
  • Page 91 Chapter 5 - Project setup 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. Caution: A page is considered blank only if both the front and the rear sides are blank. To access the Blank Page Setup window: From the Project Setup Scanning tab, select the Blank Page •...
  • Page 92 IRISPowerscan – 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.

  • Page 93: Image Processing

    Chapter 5 - Project setup Testing blank pages The Blank Page Setup window also enables to test your blank pages. Simply select an image and IRISPowerscan will test whether the page is considered as blank according to the parameters that have been set.
  • Page 94 IRISPowerscan – User Guide You can create various image processing models, then later activate the one that fits your needs. You can display your images and directly test the processing operations. To access the Image Processing window: • From the Project Setup Scanning tab, select the Image Processing icon on the right.
  • Page 95 Chapter 5 - Project setup if you wish to, you can create a model: give it a name (in the above example: "Adjustments1"). Advanced settings Click on Setup and set the brightness and contrast of your scanned images. Binarize IRISPowerscan is able to work in dual-stream with any scanner, i.e. to produce bitonal images from color images.
  • Page 96 IRISPowerscan – User Guide General Fast Binarize: to activate the default fast binarization. Threshold: select the automatic threshold or set your own thresholding. If you want to your own binarization options, deactivate Fast Binarize and set your own options: Brightness Contrast Smooth Color Image For each option, use the slider bar, make a few tests and check the...

  • Page 97: Indexing

    Chapter 5 - Project setup Deskew: to deskew the images Remove black borders: to remove the image black borders Despeckle: to remove the noise (little dots) present on the images. Determine the dots' size. Remove lines: to remove the lines present on the images. Determine the lines' size.

  • Page 98: Defining Batch/Document Types

    IRISPowerscan – User Guide Defining batch/document types To define various types of batches/documents, you must give them a name and define their identifiers (barcodes and/or OCR zones). To define a type of batch/document: • In the Indexing tab, choose the Batch or Document tab, then open the Setup Index Types dialog box (click the Setup button of the Type field).
  • Page 99 Chapter 5 - Project setup • 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. Get to the Formula field and click on Setup, then choose the formula that contains the required barcode/OCR zone (the barcode/OCR values are defined in the Barcode/OCR section - see: Barcode/OCR).

  • Page 100: Defining Index Fields

    IRISPowerscan – User Guide 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.
  • Page 101 Chapter 5 - Project setup 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). 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.
  • Page 102 IRISPowerscan – User Guide 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. Input mask: define the format of the value.

  • Page 103: Setting Batch/Document Names

    Chapter 5 - Project setup 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 teh Index pane. The CODE and the DATA must be separated by semi-columns (;) E.g.: BE;Belgium...

  • Page 104: Defining Value Formulas

    IRISPowerscan – User Guide corresponds to the clients name which is picked up from the document. To define a batch/document name: • In the Indexing tab, access the Batch or Document tab, then get to the Name section at the bottom. Click on Formula Setup and introduce the required formula: •...
  • Page 105 Chapter 5 - Project setup An expression is made of variables and a literal part. Variables are predefined values that are computed by IRISPowerscan at runtime. They can be: • The username (<USER_NAME>) • the id (<STATION_ID>) or the name (<STATION_NAME>) of the station •...

  • Page 106: Datalink

    IRISPowerscan – User Guide <BC_Value >[-4;2] extracts two characters; 4 position before the E.g.: BC_Value = 12345678 <BC_Value >[-4;2] = 56 Sometimes barcode contains many values delimited by a separator You can extract a particular value specifying the index and the separator.

  • Page 107: Processing

    Chapter 5 - Project setup • In the Indexing tab, access the concerned index field and establish the connection. ROCESSING Processing options The Processing tab is used to define the output processing options. You will be able to define and setup the service to be used for document creation, as well as the connector used to export the data to another application or repository.
  • Page 108 IRISPowerscan – 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.
  • Page 109 Chapter 5 - Project setup Create index file: tick this option to generate an index file containing all information about the processed batch (number of documents, images, etc.). Service: enable the service if you want to activate IRISDocument* for document creation in many possible formats. Click the Setup button to fill in the required options for document creation, as well as image pre-processing, OCR, compression (iHQC), etc.

  • Page 110: Security

    IRISPowerscan – User Guide ECURITY Features available for system administrators only. The Security tab gives an overview of the roles that can access the selected project. Remember that all roles, users and user groups are defined through the User Management module. See: Software options, User profiles.

  • Page 111: Chapter 6 Scanning

    HAPTER CANNING CANNER 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).

  • Page 112: Scanner Setup

    IRISPowerscan – User Guide 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 drop- down menu).
  • Page 113 Chapter 6 - Scanning 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.

  • Page 114: Running Emulation Images

    IRISPowerscan – User Guide UNNING 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.

  • Page 115: Capturing Existing Files

    Chapter 6 - Scanning Click on Scan, then Start in the drop-down menu to scan the • emulation images. APTURING EXISTING FILES IRISPowerscan offers the possibility to scan already existing images. This is the Scan from Files option. To capture existing images: •...

  • Page 116: Page Setup ( Scanning Parameters )

    IRISPowerscan – User Guide Tip: Next time you will launch the scanner (by using Start/New Document (ENTER)/Insert/Attach/Rescan), you will be prompted to browse for the folder containing the images. • Click the Scan icon on the main toolbar, then select Start, and browse for your files.
  • Page 117 Chapter 6 - Scanning - the scanning parameters - the image parameters - the automatic merge of documents - the automatic split of documents To access the Page Setup window: • Click on the Page Setup button on the main toolbar, or select Page, Setup from the Settings drop-down menu (either from the Start up window, or from the user interface).
  • Page 118 IRISPowerscan – User Guide Important: Enable communication between your scanner and IRISPowerscan The first time you intend to scan with your scanner, you must first activate the link between the scanner and IRISPowerscan. To do so, simply access the Twain user interface, if necessary confirm or set your settings, then click OK in the Twain interface.

  • Page 119: Scanner Settings

    Chapter 6 - Scanning Scanner settings To set the scanner settings: Access the Twain user interface (press the scanner icon at the top • right of the Page Setup window) and introduce your scanner settings. Click OK to confirm your settings in the Twain user interface window.

  • Page 120: Image Parameters

    IRISPowerscan – User Guide Bi-tonal resolution: select the required resolution for black and white images. Force to Grayscale: to ask grayscale images to the scanner rather than color images (the "Color" option must be selected) • Introduce the other scanning parameters: Software Rotation: select the required automatic rotation operation.
  • Page 121 Chapter 6 - Scanning Filters Set the brightness and contrast values in the required fields. JPEG Quality: JPEG quality controls the amount of file compression performed by the scanner when producing JPEG images. If you increase the image compression (smaller file size), you decrease the image quality.

  • Page 122: Automatic Merge/Split

    IRISPowerscan – User Guide available in the application. It can be set at project setup level. See: Project setup, Scanning, Blank page, Defining and using blank pages. Mask Scan mask: this is used to define the region of the image to be scanned.

  • Page 123: Scanning Tasks

    Chapter 6 - Scanning • In the Split tab, indicate whether the front and rear images must be split into 2 or 3 parts, and in which conditions. (You may wish to split an A3 image into two A4 images). The split (into 2 or 3) will be done only if the width or height of the image correspond to the dimensions set in 1/100 of inch.
  • Page 124 IRISPowerscan – User Guide To scan your documents: Insert the documents in the scanner feeder. • Click on the Scan button in the main toolbar or on Start in • the Tasks pane. Use any other scanning features available in the Tasks pane.

  • Page 125: Creating New Batches/Documents

    Chapter 6 - Scanning 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. Creating new batches/documents At any moment during the scanning, you can manually create a new document or batch.

  • Page 126: Attaching Documents

    IRISPowerscan – User Guide To create a new batch: Click on New on the main toolbar and select Batch. A new batch • is instantly created in the Batches pane. • Confirm the batch name and numbering of the documents in the batch creation window and click OK.
  • Page 127 Chapter 6 - Scanning Tip: Attaching a page means that the page will always be appended at the end of the current document. No document separation will be handled. Examples: - Even if the attached page contains a barcode set as a separator in the application (this is set at project setup level), the barcode will not act as a separator.
  • Page 128 IRISPowerscan – User Guide 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. To rescan pages: Check that the page selection is activated in the viewer: right- •...

  • Page 129: Chapter 7 Index Validation

    HAPTER NDEX VALIDATION NDEX 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.

  • Page 130: Indexing Tasks

    IRISPowerscan – User Guide NDEXING 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).

  • Page 131: Indexing Tools

    Chapter 7 - Index validation Click on Undo in the main toolbar or on Undo change in the • Tasks pane. 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.

  • Page 132: Drag&Drop Ocr

    IRISPowerscan – User Guide Extract a value from a document image and drag it to the • indexing field, using the Drag&Drop OCR tool (see: Index validation, Indexing tools, Drag&Drop OCR). Use the shortcuts Use the shortcuts to easily get to the previous/next index field: To go to the next index field: •...

  • Page 133: Drop Down Lists

    Chapter 7 - Index validation • Position your cursor on the indexing field to be modified/filled Click on the button Drag&Drop OCR in the Image toolbar • (right side of the viewer). Position your cursor in the top left corner of the OCR zone to be •...

  • Page 134: Last Five Values

    IRISPowerscan – User Guide To select several values from the drop-down list: Click the icon at the right end of the field. • • Select the values in the Edit dialog box and click OK. Last five values The software automatically "remembers" the values that were last introduced in the indexing fields.

  • Page 135: Chapter 8 Post - Scanning Operations

    HAPTER SCANNING OPERATIONS 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.).

  • Page 136: Editing Images

    IRISPowerscan – User Guide Image (re)organization DITING IMAGES Editing images You can perform all sorts of post-scanning operations on the images. Those operations can be carried out from within the viewer. They can be launched from the Image toolbar (on the right).

  • Page 137: Zooming And Scrolling 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.

  • Page 138: Selecting And Filtering Images

    IRISPowerscan – 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.
  • Page 139 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.

  • Page 140: Rotating And Flipping Images

    IRISPowerscan – 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°...

  • Page 141: Erasing Image Zones

    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.

  • Page 142: Adjusting Images

    IRISPowerscan – 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.

  • Page 143: (Re)Organizing Images

    Chapter 8 - Post-scanning operations 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.
  • Page 144 IRISPowerscan – User Guide 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 on the main toolbar, or on Delete in the Tasks pane.

  • Page 145: Reordering Images

    Chapter 8 - Post-scanning operations 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.

  • Page 146: Splitting And Merging

    IRISPowerscan – User Guide Splitting and merging You can split one object into different objects, or on the conversely, merge various objects and make it one object. To split objects: • Select to object to be split in the Batches pane. •...

  • Page 147: Chapter 9 Output Processing

    HAPTER UTPUT PROCESSING UTPUT PROCESSING The output processing enables to convert or export the scanned images according to the settings introduced at project setup level (see: 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.
  • Page 148 IRISPowerscan – User Guide Confirm the batches to be processed in the Process All dialog • box and click OK to confirm.
  • Page 149 NDEX A  blank zones ....... 133 access rights ........ 47 brightness ........88 adjust image ......134 C  anti-virus ........23 color ........111, 112 attach objects ......118 configure anti-virus ....23 automatic indexing ...... 89 contrast ........88 copy&paste .......
  • Page 150 IRISPowerscan – User Guide document types ......90 image rotation ......132 drag&drop ......... 137 image selection ......130 drag&drop OCR ....... 124 import ......... 35 E  index fields ......... 92 emulation images ...... 106 index validation ......121 emulation mode ......106 indexing tasks ......

  • Page 151: Index

    Index project templates ..... 7, 31 N  new batch ........117 Q  new document ......117 quick project ....... 27 O  R  OCR 'on the fly' ......124 re)organizing images ....135 OCR zone properties ..... 74, 77 red value ........121 OCR zones ........
  • Page 152 IRISPowerscan – User Guide scanning tasks ......115 template project ......31 security ........47 U  settings ........55 user interface ......38 setup ..........55 user profiles ........ 47 shortcuts ........52 V  smoothening ....... 88 validate ........121 software versions ......

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