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Configure Scanner for Perceptive Content

Scanning profiles and capture profiles define the behavior of the scanner in connection with the Perceptive Content (formerly known as ImageNow) client.


Introduction

You can configure a scanner for any Perceptive Content client computer. Scanning profiles and capture profiles define the behavior of the scanner in connection with the Perceptive Content client. You must have the Perceptive Content client installed before you can configure the scanner.

Release a Scanner Token

A scanner token associates a particular workstation with a particular scanner. You will need to release the scanner token in various situations: to move a scanner from one workstation to another, to use a different scanner on the workstation, or when a workstation is no longer in use.

To perform this procedure, the user will need to have management privileges, be a Manager, or be the Owner.

  1. On the Perceptive Content toolbar, from the Settings menu, select Options.
  2. In the Perceptive Content Options dialog box, in the left pane, click Capture.
  3. On the right, under Scanning Profiles, click Manage Device List
  4. In the Device Manager dialog box, select the device to be deleted, then click Delete
  5. The following message appears: "If you delete the device, the associated scanning profile will also be deleted. This may also cause problems with some Capture Profiles. Are you sure you want to delete the device?" Click Yes.
  6. The following message appears: "There are no more devices using the token for "CaptureNow - x". Would you like to release the token?" Click Yes.
    If the token does not release automatically, contact the IT Service Desk to have the token released using the INTool command.
  7. Log off Perceptive Content.

Install a Scanner

The scanner token from any previously installed scanner must be released before a new scanner is installed. See Release a Scanner Token above.

  1. Download the necessary PaperStream IP (TWAIN) driver you need: http://www.fujitsu.com/global/support/products/computing/peripheral/scanners/fi/software/
  2. Quit any other applications that are running on your computer.
  3. Run the file you downloaded in step 1. Installation usually starts automatically after self-extraction.
    If it does not start automatically, in your Downloads folder you'll find a Disk1 folder. Inside Disk1, double-click Setup.exe.
  4. Follow the instructions in the Installation Wizard to complete the installation.
  5. When the installation has completed, go to Windows Control Panel -> Programs and Features to confirm that the version of "PaperStream IP (TWAIN)" is correct.
  6. Connect the scanner into the workstation by plugging the USB cable into any available port.
  7. If the Found New Hardware wizard appears, follow the instructions on the wizard pages. (If you downloaded the newest driver successfully, the New Hardware Wizard will probably not appear. That's okay.)
  8. Use the Windows Device Manager to verify that the scanner name appears in the device list under imaging devices.
    • If it does not appear, make sure the scanner is turned on and check USB port connections.
    • If a yellow question mark appears next to the name of your scanners, the driver did not install properly. Check to be sure that you have the correct driver properly installed.
    • If the scanner name appears (without a yellow question mark), the scanner has been successfully installed.

Create a Scanning Profile

Scanning profiles store information about the type of scanner you are using along with scanner-specific features such as paper size, color mode, and image processing filters.

To create a scanning profile, you must have Write permission for the installation driver and the user's data folder.

  1. On the Perceptive Content toolbar, from the Settings menu, select Options.
  2. In the Perceptive Content Options dialog box, in the left pane, click Capture.
  3. On the right, under Scanning Profiles, click Manage Profile List.
  4. In the Scanning Profile Manager dialog box, click Create.
  5. You will be prompted to find and assign a token. Click Okay to permit a search. Click Yes to assign an available token.
    If no tokens are found, contact the IT Service Desk.
  6. In the Scanning Profile dialog box, on the General tab, perform the following steps to create a new scanning profile:
    • For Name, enter a unique profile name.
    • For Description, enter a short description.
    • From the Device list, select the desired scanner.
  7. On the Properties tab, choose the options you want.
    (Depending on the type of driver you are using, the Scanning Profile dialog box may have additional tabs.)
  8. Click OK three times to close all the dialog boxes.

Create a Capture Profile

Capture profiles are the bridge between the hardware and the software. They store information about how you want to bring the file in (from a file, scanner, or Perceptive Content printer) and where you want it to go (Application Plan).

Mode Choices in Step 5 Below

The two modes are Single and Batch.

Single is used for automatically linking student data to single documents imported with the Perceptive Content printer or one-off documents. An Application Plan ties Perceptive Content to another application, such as PeopleSoft. If you already have an Application plan, after step 5 below, select the department's plan on the Single tab. If you do not yet have an Application Plan, the unit's administrator should submit a Remedy ticket for SSIT Business Applications to have one designed.

Batch mode is used for processing a large number of documents that the user will link to student records sometime in the future.

To create a scanning profile, you must have Write permission for the installation driver and the user's data folder.

  1. On the Perceptive Content toolbar, from the Settings menu, select Options.
  2. In the Perceptive Content Options dialog box, in the left pane, click Capture.
  3. On the right, under Capture Profiles, click Manage Profile List.
  4. In the Capture Profile Manager dialog box, click Create.
  5. In the Capture Profile dialog box, on the General tab, perform the following steps to create a new capture profile:
    1. For Name, enter a unique profile name.
    2. For Description, enter a short description.
    3. From the Source list, select File, Scanner, or Perceptive Content Printer.
    4. For Mode, select either Batch or Single.
      (See Mode notes above.)
    5. If the user knows that their documents are to be placed automatically in a workflow, set Send To.
  6. Click OK, Close, and OK to save the Capture Profile and to close all the dialog boxes.

Assisted Scan and Custom Scanning Profiles for Better Scans

The PaperStream IP driver is used to customize the scan settings for Fujitsu 7000 series scanners, like the ones we use for Perceptive Content. The interface allows users to make use of "Assisted Scan," which walks them through rescanning problematic documents. It also provides tools for more experienced users, allowing them to create custom scanning profiles for regularly encountered problems, like colored backgrounds on documents, or very lightly printed documents.

Turn On the TWAIN Dialog for Users

This option may already be turned on, depending on what Properties you set when creating your scanning profile (step 7 in that section above).

Follow this procedure to check your setting and/or turn the TWAIN dialog on now.

  1. On the Perceptive Content toolbar, from the Settings menu, select Options.
  2. In the Perceptive Content Options dialog box, in the left pane, click Capture.
  3. On the right, under Scanning Profiles, click Manage Profile List.
  4. Select your scanning profile, then click Modify.
  5. Put a check next to Display TWAIN property dialog at scan time.
  6. Click OK to close all dialog boxes.

Check your settings by starting a test scan: From the Capture dropdown, select the profile for which you just turned on the TWAIN dialog.

Use IP TWAIN to Improve Scanning

Here's a video from PaperStream that does an excellent job of introducing the interface and features. The link below will start you at the relevant point and lasts only a minute.

https://www.youtube.com/watch?v=eVQXxNx92Fc&t=1m46s

This is the basic window that you will see when the TWAIN interface first launches. In the upper-left, users can, from the dropdown (which, in this image, reads 000: Current Setting), select any of the default or custom-saved scanning profiles.

Assisted Scan

When users get a problematic scan, the first option is Assisted Scan, which provides a preview on the left and several variations on the right from which the user can select a better version.

Advanced Options

If Assisted Scan couldn't correct the problem (such as a transcript with a colored background), click the two-arrows icon (next to the help icon) near the upper-left corner of the dialog box. This will display a number of advanced controls.

Click Preview to get a first look at the digital image. The preview will change as you modify the settings, so you can see if your adjustments are on the right track. This often takes a bit of trial-and-error experimenting. If the problem is one you run into with any frequency, click Save (the disk icon) when you are satisfied with your settings and choose a descriptive name (like "Yellow Backgrounds"). This new profile will now be a choice in the upper-left dropdown.

Example: Colored Backgrounds

After clicking the two-arrows icon at the upper-right, select Image from the list on the left. Detailed options will appear on the right.

Click Cleanup on the right. Increase the Background Pattern Removal.

Click Dropout Color on the right. Set the color as close to the background color of the original document as possible.

Click Cleanup on the right again. Add a point or two of Noise Removal.

Example: Patch Code Detection

Example: Page Configuration Settings

The help icon (question mark in a blue circle in the upper-right of the TWAIN dialog box) provides access to a robust set of vendor documentation with details on each setting.

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