Fujitsu PFU Rack2-Filer User manual

Rack2-Filer
User's Guide
Exporting to a Cloud Service/Mobile Device (Page 301)
Support Added for Cloud/Mobile Link!
NEW!
NEW! Creating a Photo Album (Page 339)
Photo Album Function Added!
No part of a "Rack2 Binder with embedded Viewer (*.exe)"
file produced by the Rack2-Filer export function may be
reproduced (unless for personal use), or distributed in any
form via a network, without permission.

Rack2-Filer User's Guide |3
Preface
Thank you for buying Rack2-Filer.
Rack2-Filer is application software that makes the management and viewing of
document data on your computer possible.
This manual provides an overview and operation instructions of Rack2-Filer.
First of all, read "How to Use this Manual".
September, 2011
Microsoft, Windows, Windows Vista, Windows Server, Excel, and PowerPoint
are either registered trademarks or trademarks of Microsoft Corporation
in the United States and/or other countries.
Word is the product of Microsoft Corporation in the United States.
Adobe, the Adobe logo, Acrobat, the Adobe PDF logo, and Adobe Reader are
either registered trademarks or trade names of Adobe Systems Incorporated in
the United States and/or other countries.
Pentium is a trademark or registered trademark of Intel Corporation in the
United Sates and other countries.
ScanSnap, the ScanSnap logo, and Rack2-Filer are registered trademarks or
trademarks of PFU LIMITED in Japan.
ABBYYTM FineReaderTM Engine ©2011 ABBYY. OCR by ABBYY
ABBYY and FineReader are trademarks of ABBYY.
Evernote is a registered trademarks or trademarks of Evernote Corporation.
Google and Google Docs are registered trademarks or trademarks of Google
Inc.
Salesforce, the Salesforce logo, and Salesforce CRM are registered trademarks
or trademarks of salesforce.com, inc. in the United States and other countries.
Other company names and product names are the trademarks or registered
trademarks of the respective companies.

Preface
4|Rack2-Filer User's Guide
Screenshots reprinted with permission from Microsoft Corporation.
This product utilizes PFU's "EasyFlip" viewer technology.
© PFU LIMITED 2011

Rack2-Filer User's Guide |5
How to Use this Manual
This manual explains how to use Rack2-Filer.
Structure of this manual
The structure is as follows:
Chapter 1 Introduction to Rack2-Filer
An overview and the windows of Rack2-Filer are described.
Chapter 2 Operating Environment
This chapter describes the operating environment.
Chapter 3 Installation and Uninstallation
This chapter describes installation, uninstallation, and updates.
Chapter 4 Launching/Closing Rack2-Filer
This chapter describes the starting and closing methods for the
windows of Rack2-Filer (Rack2-Filer window/Rack2-Viewer
window/Rack2-WorkArea window).
Chapter 5 Using the ScanSnap with Rack2-Filer
This chapter describes how to enable the use of the ScanSnap
with Rack2-Filer. These steps only need to be performed once.
Chapter 6 Rack2-Filer Window Operations
This chapter describes the operations for the Rack2-Filer window.
Chapter 7 Rack2-Viewer Window Operations
This chapter describes the operations for the Rack2-Viewer
window.
Chapter 8 Exporting to a Cloud Service/Mobile Device
This chapter describes how to export Rack2-Filer data to a cloud
storage or mobile device as PDF files.
Chapter 9 Creating a Photo Album
This chapter describes the photo album function.

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6|Rack2-Filer User's Guide
Chapter 10 Other Functions
This chapter describes other functions.
Chapter 11 Rack2-Filer Backup & Restore Tool
This chapter describes Rack2-Filer Backup & Restore Tool.
Chapter 12 Troubleshooting
This chapter describes solutions to problems that may arise during
operation of Rack2-Filer.
Chapter 13 Messages
This chapter describes the messages displayed during the
operation of Rack2-Filer, and appropriate responses.
Read Chapter 1 - Chapter 11 to understand the operations of this application.
Also, read Chapter 12 and Chapter 13 as necessary.
Windows and images from Windows Vista®is used for the description of
operations in this manual.
Symbols used in this manual
The following symbols are used in this manual.
Symbols Descriptions
This symbol indicates points that require your attention, or
advice to be followed. Make sure to read the text which
follows this symbol.
This symbol indicates suggestions related to operations.
This symbol indicates procedure(s) of operations.

Rack2-Filer User's Guide |7
Abbreviations for the operating systems in this
manual
The abbreviations for the operating systems in the manual are listed below:
Windows Server 2008
Windows Server® 2008 Standard
Windows Server® 2008 Enterprise
Windows Server® 2008 Foundation
Windows Server 2003
Windows Server ® 2003 operating system (32-bit version)
Windows Server ® 2003 R2 operating system (32-bit version)
Windows 2000 Server
Windows® 2000 Server operating system
Windows 2000 Professional
Windows® 2000 Professional operating system
Windows XP Home Edition
Windows® XP Home Edition operating system
Windows XP Professional
Windows® XP Professional operating system (32-bit version)
Windows Vista Home Basic
Windows Vista® Home Basic operating system (32-bit and 64-bit version)
Windows Vista Home Premium
Windows Vista® Home Premium operating system (32-bit and 64-bit version)
Windows Vista Business
Windows Vista® Business operating system (32-bit and 64-bit version)
Windows Vista Enterprise
Windows Vista® Enterprise operating system (32-bit and 64-bit version)
Windows Vista Ultimate
Windows Vista® Ultimate operating system (32-bit and 64-bit version)
Windows 7 Starter
Windows® 7 Starter operating system (32-bit version)
Windows 7 Home Premium
Windows® 7 Home Premium operating system (32-bit and 64-bit version)
Windows 7 Professional
Windows® 7 Professional operating system (32-bit and 64-bit version)
Windows 7 Enterprise
Windows® 7 Enterprise operating system (32-bit and 64-bit version)
Windows 7 Ultimate
Windows® 7 Ultimate operating system (32-bit and 64-bit version)

Preface
8|Rack2-Filer User's Guide
The following operating systems are called Windows XP if there is no need to
distinguish between them.
• Windows XP Home Edition
• Windows XP Professional
The following operating systems are called Windows Vista if there is no need to
distinguish between them.
• Windows Vista Home Basic
• Windows Vista Home Premium
• Windows Vista Business
• Windows Vista Enterprise
• Windows Vista Ultimate
The following operating systems are called Windows 7 if there is no need to
distinguish between them.
• Windows 7 Starter
• Windows 7 Home Premium
• Windows 7 Professional
• Windows 7 Enterprise
• Windows 7 Ultimate
All the above systems are collectively called Windows.

Rack2-Filer User's Guide |9
Terms in this manual
• "Rack2-Viewer" is called "Rack2-Viewer window" in the manual.
• "Rack2-WorkArea" is called "Rack2-WorkArea window" in the manual.
• There is a distinction between "Page" and "Sheet" in this manual.
Page: Front or back of a sheet.
Sheet: Both the front and back page.
Pages in which the icons of applications associated with files appear at
the bottom, are referred to as "Pages with Source Files" ("Sheets with
Source Files").
• The following functions in "Rack2-Filer" are called "Annotation" in this
manual.
Sticky notes, highlights, stamps, and hyperlinks
• "Adobe® Acrobat®" is called "Adobe Acrobat" in this manual.
• "Adobe® Reader®" is called "Adobe Reader" in this manual.
• "Microsoft® Office®" is called "Microsoft Office" in this manual.
• "Microsoft® Word" is called "Microsoft Word" in this manual.
• "Microsoft® Excel®" is called "Microsoft Excel" in this manual.
• "Microsoft® PowerPoint®" is called "Microsoft PowerPoint" in this
manual.
• "Microsoft® .NET Framework" is called ".NET Framework" in this
manual.
• "Google DocsTM" is called "Google Docs" in this manual.
• The collection of cloud services (Evernote, Google Docs, Salesforce
Chatter, and SugarSync) is called "Cloud service" in this manual.
• Mobile devices such as the iPad/iPhone/iPod touch are called "Mobile"
and "Mobile device" in this manual.

Preface
10 | Rack2-Filer User's Guide
Screen examples in this manual
On the screen examples in this manual, icons of products from other companies
are shown in mosaic.
About the manuals
The manuals of Rack2-Filer include "Rack2-Filer Getting Started", "Rack2-Filer
Help", "Rack2-Viewer Help", and "WorkArea Help", in addition to this manual.
Instructions for all
Rack2-Viewer Window operations
Instructions for all
Rack2-WorkArea Window
User’s Guide
(This Manual)
(PDF)
Instructions for
Rack2-Filer operations
(HTML help)
WorkArea Help
(HTML help)
Rack2-Viewer Help
(HTML help)
Rack2-Filer Help
Getting Started
(Binder) (PDF)
Instructions for
installation and
basic operations
Instructions for all
Rack2-Filer Window
operations
operations

Rack2-Filer User's Guide |11
Choose the necessary manuals as follows:
Getting Started
Read this guide to learn about installation and basic operation workflow
of Rack2-Filer.
A "Rack2-Filer Getting Started" help file is provided in binder and PDF
formats in the \Rack2-Filer\Docs\ENU of the setup CD-ROM.You can
read "Rack2-Filer Getting Started" in binder format by starting Rack2-
Filer and double-clicking "Default Cabinet" under "Default Library".
Adobe Acrobat or Adobe Reader is necessary to read "Rack2-Filer
Getting Started" in PDF format.
User's Guide (this manual)
Read this manual to learn about the operations of Rack2-Filer.
The "Rack2-Filer User's Guide" is provided in PDF format.
You can read the "Rack2-Filer User's Guide" in PDF format by following
one of the steps below.
• Select [Start] - [All Programs] - [Rack2-Filer] - [User's Guide].
• Start Rack2-Filer, and select [Help] - [User’s Guide].
• Open the "UsersGuide.pdf" under the \Rack2-Filer\Docs\ENU of
the setup CD-ROM.
Adobe Acrobat or Adobe Reader is necessary to read "Rack2-Filer
User's Guide" in PDF format.
Rack2-Filer Help
Read this Help to learn about the operations of Rack2-Filer in the
Rack2-Filer window, and when you have questions about the operations
of the Rack2-Filer window.
Help is opened when the [Help] button in Rack2-Filer window is clicked.
Also, an explanation of the dialog box appears when you click the [Help]
button in the dialog box.

Preface
12 | Rack2-Filer User's Guide
Rack2-Viewer Help
Read this Help to learn about the operations of Rack2-Filer in the
Rack2-Viewer window, and when you have questions about the
operations of the Rack2-Viewer window.
Help is opened when the [Help] button in Rack2-Viewer window is
clicked.
Also, an explanation of the dialog box appears when you click the [Help]
button in the dialog box.
WorkArea Help
Read this Help to learn about the operations of Rack2-Filer in the
Rack2-WorkArea window, and when you have questions about the
operations of the Rack2-WorkArea window.
Help is opened when the [Help] button in Rack2-WorkArea window is
clicked.

Rack2-Filer User's Guide |13
Contents
Chapter 1 Introduction to Rack2-Filer 23
1.1 Features ............................................................................ 24
1.2 Data Management ............................................................. 25
1.3 Rack2-Filer Windows ........................................................ 27
1.4 The Window Structure of Rack2-Filer
(Rack2-Filer Window) ........................................................ 29
1.5 The Window Structure of Rack2-Filer
(Rack2-Viewer Window) .................................................... 31
1.6 The Window Structure of Rack2-Filer
(Rack2-WorkArea Window) ............................................... 35
1.7 Basic Operation Workflow ................................................. 38
Chapter 2 Operating Environment 39
2.1 Operating Environment ..................................................... 40
Hardware environment ................................................. 40
Software environment ................................................... 41
Scanner environment .................................................... 41
Software required for using a cloud service/mobile
device .......................................................... 42
Other notes ................................................................... 42
2.2 Limitations on Operations on Shared Data
in the Network ................................................................... 43
2.3 Limitation on WorkArea ..................................................... 45

Contents
14 | Rack2-Filer User's Guide
Chapter 3 Installation and Uninstallation 47
3.1 Installing Rack2-Filer ........................................................ 48
3.2 Uninstalling Rack2-Filer .................................................... 53
3.3 Upgrading Rack2-Filer ...................................................... 55
3.4 Updating Rack2-Filer ........................................................ 56
Chapter 4 Launching/Closing Rack2-Filer 59
4.1 Launching/Closing
the Rack2-Filer Window .................................................... 60
Launching the Rack2-Filer window ............................... 60
Closing the Rack2-Filer window ................................... 60
4.2 Opening/Closing
the Rack2-Viewer Window ................................................ 61
Opening the Rack2-Viewer window .............................. 61
Closing the Rack2-Viewer Window ............................... 61
4.3 Launching/Closing
the Rack2-WorkArea Window ........................................... 62
Launching the Rack2-WorkArea window ...................... 62
Closing the Rack2-WorkArea window .......................... 64
Chapter 5 Using the ScanSnap
with Rack2-Filer 65
5.1 Using S1100/S1300/S1500 with Rack2-Filer .................... 66
Specifying the application in ScanSnap Manager ........ 67
Using the Quick Menu .................................................. 70
5.2 Using S300/S510/S500 with Rack2-Filer .......................... 75
Specifying the application in ScanSnap Manager ........ 75
Using the Quick Menu .................................................. 78

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Chapter 6 Rack2-Filer Window
Operations 83
6.1 Setting a LibRoot Folder ................................................... 84
6.2 Rearranging the LibRoot Folders ...................................... 87
6.3 Creating a Library .............................................................. 88
6.4 Renaming a Library ........................................................... 89
6.5 Deleting a Library .............................................................. 91
6.6 Rearranging Libraries ........................................................ 93
6.7 Creating a Cabinet ............................................................ 94
6.8 Renaming a Cabinet ......................................................... 96
6.9 Deleting a Cabinet ............................................................. 98
6.10 Rearranging Cabinets ..................................................... 100
6.11 Switching the Cabinet Display Mode ............................... 101
6.12 Changing the Background Style of a Cabinet ................. 103
6.13 Creating a Binder ............................................................ 105
6.14 Creating a Card Binder ................................................... 106
6.15 Changing Binder Settings ............................................... 109
6.16 Adding an Image Imported from ScanSnap
to a Binder Spine ............................................................ 112
6.17 Adding an Image to a Binder Spine ................................ 115
6.18 Deleting a Binder ............................................................. 117
6.19 Moving a Binder .............................................................. 119
Moving a binder using drag and drop ......................... 119
Moving a binder using
the [Move Binder] dialog box ..................... 120
6.20 Copying (Duplicating) a Binder ....................................... 123
Copying a binder using drag and drop ........................ 123
Copying a binder using
the [Duplicate Binder] dialog box ............... 125

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16 | Rack2-Filer User's Guide
6.21 Arranging Binders in Order of Last Access ..................... 128
6.22 Running OCR on a Binder to Create Key Text Blocks .... 129
6.23 Checking Binder-Related Information ............................. 130
6.24 Exporting a Binder .......................................................... 132
6.25 Importing a Binder ........................................................... 134
6.26 Searching for a Binder .................................................... 136
6.27 Displaying Search Results in a Binder ............................ 140
6.28 Searching for a Page ...................................................... 145
6.29 Moving Pages to the WorkArea ...................................... 147
6.30 Copying Pages to the WorkArea ..................................... 148
6.31 Setting the Rack2-Filer Options ...................................... 149
[LibRoot Folders] tab settings ..................................... 150
[ScanSnap -> Rack2] tab settings .............................. 152
6.32 Data Backup ................................................................... 154
6.33 Moving Data to Another Computer ................................. 155
Chapter 7 Rack2-Viewer Window
Operations 157
7.1 Scanning Documents Using
an Image Scanner fi Series Scanner .............................. 158
7.2 Scanning Documents Using the ScanSnap .................... 161
7.3 Importing Source Files .................................................... 163
7.4 Flipping the Pages One by One ...................................... 170
7.5 Flipping Continuously ...................................................... 171
7.6 Turning a Page Upside-down ......................................... 172
7.7 Rotating a Page 90 Degrees ........................................... 173
7.8 Exchanging Opposite Pages ........................................... 174
7.9 Deskewing Page Contents .............................................. 175
7.10 Changing Page Window Mode ....................................... 176

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Changing the page window mode .............................. 176
Rotating a page display .............................................. 179
7.11 Changing Page Display Region ...................................... 181
7.12 Zooming a Selected Area ................................................ 182
7.13 Checking Unread Files Page .......................................... 184
7.14 Adding a Sticky Note to a Page ...................................... 185
7.15 Adding a Highlight to a Page ........................................... 187
7.16 Setting a Hyperlink to a Page .......................................... 189
7.17 Affixing a Stamp to a Page .............................................. 192
7.18 Editing the Contents List ................................................. 195
7.19 Creating Key Text Blocks by OCR .................................. 198
Run OCR on a specified region of a page .................. 202
Run OCR on a specified sheet ................................... 203
Run OCR when inserting files ..................................... 204
Run OCR via the ScanSnap S1100/S1300/S1500
marked keyword function ........................... 206
Run OCR on all pages of a binder .............................. 207
7.20 Searching for a Page ...................................................... 208
Setting a search string ................................................ 209
Searching for a page .................................................. 211
Highlighting search results .......................................... 212
7.21 Printing a Page ............................................................... 215
Printing a page ............................................................ 215
Printing in 2-page spread mode .................................. 217
Printing a contents page ............................................. 217
7.22 Overwriting a Binder ........................................................ 219
7.23 Saving All Pages in a Binder as a New File .................... 220
7.24 Saving Sheets as a New File .......................................... 223
Saving a single sheet as a new file ............................. 223
Saving multiple sheets as a new file ........................... 226

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18 | Rack2-Filer User's Guide
7.25 Adding Divider Sheets .................................................... 228
7.26 Displaying Thumbnails .................................................... 230
7.27 Rearranging the Order of Sheets .................................... 232
7.28 Rearranging the Order of Sheets in Units of Contents ... 234
7.29 Deleting Sheets ............................................................... 237
Deleting a single sheet ............................................... 237
Deleting multiple sheets .............................................. 238
Deleting sheets on one side all at once ...................... 240
7.30 Cutting Sheets ................................................................ 242
Moving sheets into another binder .............................. 242
Moving a single sheet to the clipboard ....................... 243
Moving multiple sheets to the clipboard ...................... 245
Moving to the WorkArea ............................................. 247
7.31 Copying Sheets ............................................................... 248
Copying a single sheet to the clipboard ...................... 248
Copying multiple sheets to the clipboard .................... 250
Copying a single sheet to the WorkArea .................... 251
Copying multiple sheets to the WorkArea ................... 251
7.32 Pasting Sheets ................................................................ 252
7.33 Specifying Multiple Sheets .............................................. 253
7.34 Allocating Sheets into One Page .................................... 258
Allocating two pages into one page ............................ 258
Allocated page display ................................................ 260
7.35 Copying Pages ................................................................ 265
Copying pages to the clipboard .................................. 265
Copying pages to the WorkArea ................................. 266
7.36 Pasting Pages ................................................................. 267
7.37 Emptying a Page (Making it Blank) ................................. 268
7.38 Deleting Pages ................................................................ 269
7.39 Adding Blank Pages ........................................................ 270

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7.40 Sending Mail with Page(s) .............................................. 271
7.41 Outputting Pages to
Microsoft Word/Excel/PowerPoint ................................... 274
7.42 Modifying a Source File ................................................... 279
7.43 Deleting a Source File ..................................................... 281
7.44 Creating a Card Sheet .................................................... 282
7.45 Turning a Card Upside-down .......................................... 283
7.46 Cutting a Card ................................................................. 284
7.47 Copying Cards ................................................................ 285
7.48 Pasting Cards .................................................................. 286
7.49 Deleting Cards ................................................................ 287
7.50 Saving Cards ................................................................... 288
7.51 Printing Cards ................................................................. 289
7.52 Sending Cards as e-Mail ................................................. 290
7.53 Configuring Viewer Settings ............................................ 291
Chapter 8 Exporting to a Cloud Service/
Mobile Device 301
8.1 Selecting Data to Be Exported ........................................ 302
Selecting a binder and exporting it ............................. 302
Exporting a page ......................................................... 303
Exporting a stack ........................................................ 304
8.2 Exporting to Cloud Service .............................................. 306
Exporting to Evernote ................................................. 306
Exporting to Google Docs ........................................... 309
Exporting to Salesforce Chatter .................................. 313
Exporting to SugarSync .............................................. 317
8.3 Exporting to Mobile ......................................................... 321
Presets ........................................................................ 321

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20 | Rack2-Filer User's Guide
Rack2 Mobile Link icons and the right-click menu ...... 324
Exporting to mobile ..................................................... 327
Solutions to problems ................................................. 331
When exporting data to a mobile device
from a computer where Rack2-Filer and
ScanSnap are installed .............................. 336
Chapter 9 Creating a Photo Album 339
9.1 Introduction to Photo Album Function ............................. 340
Features of photo album function ............................... 341
Workflow of creating a photo album ........................... 342
9.2 Creating a Photo Album .................................................. 346
Creating a photo binder .............................................. 346
Importing a photo and document ................................ 347
Editing a page ............................................................. 351
9.3 Exporting photos or documents from a photo binder ...... 363
Selecting a photo or document and saving it .............. 363
Selecting multiple photos or documents and
saving them ............................................... 364
9.4 Notes for Using Photo Binder ......................................... 366
Operations that require caution .................................. 366
Operations that cannot be performed ......................... 368
Chapter 10 Other Functions 371
10.1 Sending Data from Other Applications ............................ 372
10.2 Inserting Files using Rack2 Folder Monitor Software ..... 376
Installing Rack2 Folder Monitor Software ................... 377
Uninstalling Rack2 Folder Monitor Software .............. 380
Configuring Rack2 Folder Monitor Software ............... 380
Importing data ............................................................. 385