I.R.I.S. IRISPOWERSCAN 9.0 User manual

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Version9.0
User Guide

iii
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.........................................................................................................................10
Supportedscanners......................................................................................................................11
Chapter2Installation...........................................................................................................13
Systemrequirements...................................................................................................................13
InstallingIRISPowerscan...............................................................................................................13
Installingyourscanner..................................................................................................................16
UninstallingIRISPowerscan...........................................................................................................17
Howtogetproductsupport?........................................................................................................18
Howtoregister?...........................................................................................................................19
Chapter3Startingup...........................................................................................................23
Configuringyouranti‐virus...........................................................................................................23
Startingup...................................................................................................................................23
Startupwindow...........................................................................................................................25
UsingaQuickProject....................................................................................................................27
UsingaSolutionPackage..............................................................................................................29

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UsingaTemplateProject..............................................................................................................31
Creatingaproject.........................................................................................................................34
Importing/exportingaproject......................................................................................................35
Userinterface...............................................................................................................................38
Panes........................................................................................................................................................39
Toolbars....................................................................................................................................................41
Viewer.......................................................................................................................................................42
Slider.........................................................................................................................................................42
Availableworkspaces...................................................................................................................43
Chapter4SoftwareOptions.................................................................................................45
Softwareoptions..........................................................................................................................45
Generaloptions............................................................................................................................46
Userprofiles.................................................................................................................................47
Workspaces..................................................................................................................................50
Shortcuts......................................................................................................................................52
Advanced.....................................................................................................................................53
Chapter5Projectsetup........................................................................................................55
Projectsetup................................................................................................................................55
General........................................................................................................................................56
Projectoptions...............................................................................................................................................56
Scanning.......................................................................................................................................58
Scanningoptions............................................................................................................................................58
Barcode/OCR..................................................................................................................................................60
BarcodeandOCRsetup............................................................................................................................60

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Capturingtemplateimages......................................................................................................................61
Definingbarcodes.....................................................................................................................................62
DefiningOCRzones...................................................................................................................................65
Settingbarcodeproperties.......................................................................................................................67
Settingamasksyntax...............................................................................................................................72
SettingOCRzoneproperties.....................................................................................................................74
GeneralbarcodeandOCRproperties.......................................................................................................77
TestingbarcodesandOCRzones..............................................................................................................78
Patchcode......................................................................................................................................................80
Definingandusingpatchcodes................................................................................................................80
Testingthepatchcodes............................................................................................................................81
Blankpage......................................................................................................................................................82
Definingandusingblankpages................................................................................................................82
Testingblankpages..................................................................................................................................85
Imageprocessing............................................................................................................................................85
Definingimageprocessingoperations......................................................................................................85
Indexing.......................................................................................................................................89
Indexing..........................................................................................................................................................89
Definingbatch/documenttypes.....................................................................................................................90
Definingindexfields.......................................................................................................................................92
Settingbatch/documentnames.....................................................................................................................95
Definingvalueformulas..................................................................................................................................96
DataLink..........................................................................................................................................................98
Processing....................................................................................................................................99

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Processingoptions..........................................................................................................................................99
Security......................................................................................................................................102
Chapter6Scanning............................................................................................................103
Scannerselection.......................................................................................................................103
Scannersetup.............................................................................................................................104
Runningemulationimages.........................................................................................................106
Capturingexistingfiles...............................................................................................................107
Pagesetup(scanningparameters)..............................................................................................108
Pagesetup(scanningparameters)...............................................................................................................108
Scannersettings...........................................................................................................................................111
Imageparameters........................................................................................................................................112
Automaticmerge/split..................................................................................................................................114
Scanningtasks............................................................................................................................115
Scanningoperations.....................................................................................................................................115
Creatingnewbatches/documents................................................................................................................117
Attachingdocuments....................................................................................................................................118
Insertingpages.............................................................................................................................................119
Rescanningpages.........................................................................................................................................120
Chapter7Indexvalidation..................................................................................................121
Indexvalidation..........................................................................................................................121
Indexingtasks.............................................................................................................................122
Indexingoperations......................................................................................................................................122
Indexingtools.............................................................................................................................123
Indexingtools...............................................................................................................................................123

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Drag&DropOCR............................................................................................................................................124
Dropdownlists.............................................................................................................................................125
Lastfivevalues..............................................................................................................................................126
Chapter8Post‐scanningoperations..................................................................................127
Post‐scanningoperations...........................................................................................................127
Editingimages............................................................................................................................128
Editingimages..............................................................................................................................................128
Zoomingandscrollingimages......................................................................................................................129
Selectingandfilteringimages.......................................................................................................................130
Rotatingandflippingimages........................................................................................................................132
Erasingimagezones.....................................................................................................................................133
Croppingimages...........................................................................................................................................133
Adjustingimages..........................................................................................................................................134
(Re)organizingimages................................................................................................................135
(Re)organizingimages..................................................................................................................................135
Reorderingimages........................................................................................................................................137
Splittingandmerging....................................................................................................................................138
Chapter9Outputprocessing..............................................................................................139
Outputprocessing......................................................................................................................139
Index..................................................................................................................................141

1
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. The software described in this document is furnished under a license
agreement which states the terms for use of this product. The software may be used
or copied only in accordance with the terms of that agreement. No part of this
publication may be reproduced, transmitted, stored in a retrieval system, or translated
into another language without the prior written consent of I.R.I.S.
This manual utilizes fictitious names for purposes of demonstration; references to
actual persons, companies, or organizations is strictly coincidental.
Trademarks
The I.R.I.S. logo and IRISPowerscan are trademarks of I.R.I.S.
OCR ("Optical Character Recognition"), Linguistic technology, ICR ("Intelligent
Character Recognition") technology, MICR ("Magnetic Ink Character Recognition")
technology, BCR ("Bar Code Reading") technology, and iHQC ("intelligent High
Quality Compression) technology by I.R.I.S.
All other products mentioned in this user's guide are trademarks or registered
trademarks of their respective owners.

3
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.

5
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 iHQCTM PDF files, JPEG 2000, XML, HTML, etc., as well as
index files in CSV or XML format.
High-Speed Scanning
The scanning is fully automatic and handles pre-processing
operations such as document deskew, cropping, page orientation,
blank page deletion, split & merge, etc. The scanned documents are
automatically distributed into a logical document structure of
"batches", "documents" and "pages". Various types of separator can
be used to separate the documents such as: barcodes, patch codes,
OCR zones, blank pages, etc. After the scanning, images can be
easily manipulated and edited. The user can rescan the documents,
rotate them, rename them, etc., and he can freely reorder them by
using common commands such as splitting, merging, Drag&Drop,
Cut&Paste, etc.
Sorting & Indexing
The software handles the automatic sorting of documents. It uses
pre-defined identifiers such as barcodes, type-written data (OCR),

IRISPowerscanTM – User Guide
6
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.
Quality Control and Validation
A full range of tools are available for post-scanning operations. All
scanned documents directly appear in the application explorer
where they are divided up into batches, documents and pages. The
corresponding images are displayed in the viewer. The operator can
act on the displayed objects: he can reorder them, remove them,
split or merge them, and carry out post-processing operations such
as: rotation, cropping, adjustment, etc.
OCR and output formats
IRISPowerscan is able to recognize 23 types of barcodes (all
standard 1D-barcodes), including the PDF 417 high density
barcode. It integrates the latest OCR (Optical Character
Recognition) engine developed by I.R.I.S. and is able to recognize
typewritten data in up to 125 languages. All American and
European languages are supported, including Central-European
languages. Greek, Turkish, the Cyrillic ("Russian") and the Baltic
languages are also supported. Optionally, IRISPowerscan reads 4
Asian languages (Japanese, Simplified Chinese, Traditional
Chinese, Korean), as well as Hebrew and Arabic. The recognition
of hand-printed data (ICR) covers handprinted numbers and
handprinted capital letters in languages using the Latin alphabet, as
well as the dot, comma and hyphen symbols. The MICR (Magnetic
Ink Character Recognition) technology (optional) offers to read
banking fonts such as OCR-A, OCR-B, E13B and CMC7.
High Compression
IRISPowerscan is able to produce highly compressed files,
including the unrivalled iHQCTM (intelligent High Quality

Chapter 1 - About IRISPowerscan
7
Compression) technology that offers extremely high image
compression.
Batch Output Formats
IRISPowerscan offers a wide variety of output formats, among
which IRISDocumentTM 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. This datasheet is available on the I.R.I.S. website:
http://www.irislink.com/irispowerscan
IRISDocumentTM user guide
Also refer to the IRISDocument for IRISPowerscan user guide to get all
instructions on how to use IRISDocumentTM.
HOW TO USE IRISPOWERSCAN?
1. Choose the appropriate pre-configured project
IRISPowerscan is provided with 3 types of pre-configured projects:
Quick Projects, Solution Packages and Templates. The first thing
to do when starting IRISPowerscan is to have a look at these
projects and check whether any of them fits your particular needs.
The available projects are listed in the Start up window:

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8
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. These projects have been set to perfectly fit the
requirements of the third party application. (See: Starting up, Using a
Solution Package).
Templates
If you wish to perform more specific tasks with IRISPowerscan, you
will preferably go for a template project. The template projects offer to
use a wide range of advanced features such as sorting, indexing,
compression, etc. (See: Starting up, Using a Template).
New project
If no pre-configured project fits your needs, you can still create and set
up a project from scratch. In this case, the Demo project must be used
as a starting point. (See: Starting up, Creating a project)
Once you have opened your project in the Start up window, you
proceed to the actual user interface from which you can launch any
of the required processing. See: Starting up, User interface.
2. Refine or modify the default settings (Project Setup)

Chapter 1 - About IRISPowerscan
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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. You can then launch any of the
required processing operations from the user interface. See: About
IRISPowerscan, IRISPowerscan processing steps.
IRISPOWERSCAN PROCESSING STEPS
Here are the main processing steps that can be carried out in
IRISPowerscan. Depending on your project configuration, you will
launch one, two or more of the described steps. All processing steps
can be launched from the user interface.
Scanning
Before you start scanning, you must make sure your scanner has
been properly installed, then set your scanner settings (resolution,
color, image pre-processing, etc.). You will then put your
documents in the scanner feeder then start scanning. Your scanned
documents will directly appear in the image viewer as well as in the
explorer. See: Scanning: Scanning operations.
If some automatic indexing has been set for the project, it will take
place during the scanning. This automatic step is totally transparent
for the user.
Index validation
(if required)

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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. At this stage, you can act on the
objects: you can reorder them, remove them, split or merge them, as
well as carry out post-processing operations such as: rotation,
cropping, adjustment, etc. See: Post-scanning operations.
Processing
Once the images have been scanned and validated, you can convert
them into whatever output format (TIFF, JPEG 2000, PDF, PDF
iHQC, XML, etc.) and possibly send to the available connectors.
This is the "Process" operation. Remember that the settings related
to the output processing are defined at Project Setup level. See:
Output processing
SOFTWARE VERSIONS
IRISPowerscan is available in several versions. Please visit the
I.R.I.S. web site to get more information about those versions
(http://www.irislink.com/irispowerscan)
Full version
– Full version giving all functionalities of the product

Chapter 1 - About IRISPowerscan
11
– 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
– 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
SUPPORTED SCANNERS
IRISPowerscan is able to communicate with all scanners equipped
with a Twain driver, with an Isis driver (through an Add-on to
IRISPowerscan), as well as with the scanners supported by Kofax
Virtual Rescan 4.2 or higher. This means that it supports all
popular high-speed scanners from Kodak, Fujitsu, Canon, HP,
Epson, Böwe Bell&Howell, Inotec, Avision, and many more.
TWAIN driver
If your scanner is equipped with a Twain driver, note that version
1.9 or higher is highly recommended. Version 1.9 actually offers a
dedicated user interface and provides profile management options
as well as a series of advanced settings.
Please check with your scanner manufacturer whether version 1.9 of
your scanner driver is available.