Oki ES9466 MFP User manual

MULTIFUNCTIONAL DIGITAL COLOR SYSTEMS
Scanning Guide
ES9466 MFP/ES9476 MFP

©2016 Oki Data Corporation All rights reserved
Under the copyright laws, this manual cannot be reproduced in any form without prior written permission of Oki Data.

Preface 3
Preface
Thank you for purchasing OKI Multifunctional Digital Systems or Multifunctional Digital Color Systems.
This manual provides instructions on how to use the equipment for scanning.
Read this manual before using the functions.
Some models provide the scanning function as an option.
How to read this manual
Symbols in this manual
In this manual, some important items are described with the symbols shown below. Be sure to read these items
before using this equipment.
Optional equipment
For the available options, refer to the Quick Start Guide.
Screens in this manual
The details on the screens may differ depending on your model and how the equipment is used, such as the status
of the installed options, the OS version and the applications.
The illustration screens used in this manual are for paper in the A/B format. If you use paper in the LT format, the
display or the order of buttons in the illustrations may differ from that of your equipment.
Abbreviations in this manual
In this manual, “Dual Scan Document Feeder” (DSDF) and “Reversing Automatic Document Feeder” (RADF) are
collectively referred to as “Automatic Document Feeder” (ADF).
Trademarks
For trademarks, refer to the Safety Information.
Indicates a potentially hazardous situation which, if not avoided, could result in death, serious
injury, or serious damage, or fire in the equipment or surrounding objects.
Indicates a potentially hazardous situation which, if not avoided, may result in minor or
moderate injury, partial damage to the equipment or surrounding objects, or loss of data.
Indicates information to which you should pay attention when operating the equipment.
Describes handy information that is useful to know when operating the equipment.
Pages describing items related to what you are currently doing. See these pages as required.

4 Preface

CONTENTS 5
CONTENTS
Preface................................................................................................................................................. 3
How to read this manual ............................................................................................................................................ 3
Chapter 1 OVERVIEW
Scan Features ....................................................................................................................................... 8
Scan functions.............................................................................................................................................................. 8
Templates................................................................................................................................................................... 11
Chapter 2 SCANNING (BASIC OPERATION)
Viewing the Scan Menu on the Touch Panel ........................................................................................... 14
Default Settings .................................................................................................................................. 16
Saving Data in e-Filing Boxes................................................................................................................ 17
Saving Data in the Shared Folder .......................................................................................................... 18
Specifying the network folder................................................................................................................................... 21
Sending Data to an E-mail Address........................................................................................................ 24
Saving Data to a USB Storage Device..................................................................................................... 29
Scanning with Web Service Scan (WS Scan) ........................................................................................... 32
Using Saved Scan Data......................................................................................................................... 34
Using scan data saved as e-Filing documents.......................................................................................................... 34
Using scan data saved as files ................................................................................................................................... 34
Chapter 3 USEFUL FUNCTIONS
Changing Scan Settings ....................................................................................................................... 38
Specifying the color mode......................................................................................................................................... 39
Specifying the resolution........................................................................................................................................... 39
Selecting the original mode ...................................................................................................................................... 40
Changing the orientation .......................................................................................................................................... 40
Scanning 2-Sided originals........................................................................................................................................ 41
Specifying the original size........................................................................................................................................ 41
Changing the compression ratio............................................................................................................................... 42
Removing blank pages .............................................................................................................................................. 42
Erasing black frames around images........................................................................................................................ 43
Adjusting the exposure.............................................................................................................................................. 44
Adjusting the contrast ............................................................................................................................................... 44
Adjusting the background density............................................................................................................................ 44
Adjusting the sharpness ............................................................................................................................................ 45
Adjusting the color balance....................................................................................................................................... 45
Reducing the ADF scan noise .................................................................................................................................... 46
Settings for reading out original characters (OCR) .................................................................................................. 46
Previewing Scans ................................................................................................................................ 47
Specifying E-mail Addresses................................................................................................................. 48
Selecting from the address book .............................................................................................................................. 48
Selecting groups ........................................................................................................................................................ 49
Selecting from the address book with search conditions ....................................................................................... 50
Entering an e-mail address........................................................................................................................................ 51
Viewing/Deleting e-mail addresses in the destination list ...................................................................................... 53
Scanning With Dual Functions (Dual Agents).......................................................................................... 54
Encrypting Data When Saving It............................................................................................................ 56

6 CONTENTS
Chapter 4 SCANNING USING UTILITY TOOLS
Scanning Images Using the Remote Scan Driver..................................................................................... 60
Scanning Images Using the WIA Driver .................................................................................................. 61
INDEX .......................................................................................................................................................... 63

1.OVERVIEW
This chapter provides an overview of the scan features.
Scan Features ....................................................................................................................8
Scan functions........................................................................................................................................................8
Templates.............................................................................................................................................................11

8 Scan Features
0.Scan Features
With the equipment, originals placed in the ADF or on the original glass can easily be scanned as image data. The
image data can then be stored in the e-Filing boxes and/or the shared folder of the equipment and/or sent to e-mail
addresses.
Scan functions
This equipment has a “Simple Scan” function, with which you can scan images using only the minimum steps and a
“Scan” function, with which you can specify a saving destination and a file format. The “Scan” function supports 5
saving destinations; “Scan to e-Filing”, “Scan to File”, “Scan to E-mail”, “Scan to USB” and “Web Service Scan”. You
can save a scanned image as a PDF, XPS, TIFF, or JPEG file.
Some models provide the scanning function as an option.
If the forced encryption setting is enabled, PDF is the only available file format. To learn more about the forced
encryption setting, refer to the MFP Management Guide.
XPS files are supported only by the following operating systems:
-WindowsVista
-Windows7
-Windows8.1
-Windows10
- Windows Server 2008 SP1 or later versions
- Windows Server 2012
- Windows Server 2016
OCR Enabler
When OCR Enabler is supported, you can use the Optical Character Reader (OCR). This function can recognize the
characters written on your original and output them as text data. When you enable OCR, you can save the text data as
a PDF, XPS, DOCX, XLSX or PPTX file.
Depending on the conditions of your originals and the requirements for reading, OCR may not recognize characters
and figures properly.
When you select a PDF file as a saving format, data scanned with OCR is stored as transparent text data piled up on
your scans (Searchable PDF).
When you select a DOCX, XLSX or PPTX file, intricate layouts may not be recreated.
Accuracy of reading characters depends on reading resolution of scans. When your original includes fine prints,
increase the resolution. Recommended resolutions and font sizes are as follows:
* For each language and resolution, the maximum recognizable font size is 60 pt.
Meta Scan Enabler
When the Meta Scan Enabler is supported, you can attach meta data (XML files) to your scans and e-mail them and/or
store them in the equipment’s shared folder.
Language and size
Resolution
Languages in Europe and
the United States etc. Japanese Chinese (simplified Chinese and traditional Chinese)
200 dpi 14 pt or larger 16 pt or larger 18 pt or larger
300 dpi 9 pt or larger 10.5 pt or larger 12 pt or larger
400 dpi 7 pt or larger 8 pt or larger 9 pt or larger
600 dpi 6 pt or larger 6 pt or larger 6 pt or larger

1.OVERVIEW
Scan Features 9
OVERVIEW
Simple Scan
With this equipment, “Simple Scan”, which is an exclusive operation screen, is prepared so that you can scan images
using only the minimum steps.
To learn more about “Simple Scan”, refer to the Quick Start Guide.
Scan to e-Filing
Scan to e-Filing allows you to store your scans as e-Filing documents in the equipment. The stored e-Filing documents
can be managed by creating boxes and folders. With the e-Filing Web utility, you can print the e-Filing documents or
merge them to create a new document. With the TWAIN Driver / File Downloader, you can retrieve this data and load it
to your computer.
The maximum capacity in e-Filing differs depending on your model or operating environment. The total available
space in e-Filing and the shared folder can be checked on the [Device] tab in TopAccess.
Delete documents stored in e-Filing when they are no longer needed.
The e-Filing boxes can be accessed from a client computer running Windows OS.
To learn more about Scan to e-Filing, see the following section:
P.17 “Saving Data in e-Filing Boxes”
To learn more about e-Filing, refer to the e-Filing Guide.
Windows
computer
Managing e-Filing documents
using a Web browser
Scan an original
Windows
computer
Retrieving e-Filing documents
as images using the TWAIN Driver
or File Downloader
e-Filing
e-Filing
e-Filing

1.OVERVIEW
10 Scan Features
Scan to File
Scan to File allows you to store scans as PDF, XPS, TIFF or JPEG files in the shared folder in the equipment or in a
network folder. From these folders, you can copy the saved data and use it on your computer.
If you choose to store your scans in the network folder, the type of operating system, such as Windows or Mac OS,
does not matter; you can save the data in any network folder accessible by FTP, SMB, NetWare IPX, NetWare IP, or
FTPS.
Delete documents stored in the shared folder when they are no longer needed.
The maximum capacity in the shared folder differs depending on your model or operating environment. The total
available space in the shared folder and e-Filing can be checked on the [Device] tab in TopAccess.
To learn more about Scan to File, see the following section:
P.18 “Saving Data in the Shared Folder”
You can use copy and file function, with which you can copy and store files at the same time. For details, refer to the
Copying Guide.
Scan to E-mail
Scan to E-mail allows you to send your scans to specified e-mail addresses. The scanned image is converted to a PDF,
XPS, TIFF, or JPEG file and sent as an e-mail attachment.
To learn more about Scan to E-mail, see the following section:
P.24 “Sending Data to an E-mail Address”
Copying files from the shared
folder in the equipment
Scan an original
Copying files from the
network folder
Windows computer
or
Mac computer
Client
computer
Network FolderNetwork FolderNetwork Folder
Shared Folder
Shared FolderShared Folder
Internet
Send e-mail to the Internet
via SMTP server
SMTP server
Scan to E-mail

1.OVERVIEW
Scan Features 11
OVERVIEW
Scan to USB
Scan to USB allows you to save scanned images as PDF, XPS, TIFF, or JPEG files in a USB storage device.
To learn more about Scan to USB, see the following section:
P.29 “Saving Data to a USB Storage Device”
Web Service (WS) Scan
Web Service (WS) Scan uses the functions of Windows Vista / Windows 7 / Windows 8.1 / Windows 10 / Windows Server
2008 / Windows Server 2012 / Windows Server 2016 to scan images from a client computer through the network. The
images scanned on the equipment can be loaded to your client computer and viewed via an application supporting
the Windows Imaging Acquisition (WIA) Scan Driver.
To learn more about WS Scan, see the following section:
P.32 “Scanning with Web Service Scan (WS Scan)”
Templates
Once you register a template, you can easily perform scan operations by recalling pre-set scan settings. When the
Meta Scan Enabler is supported, you can register meta scan settings with a template and use the registered meta scan
template.
For instructions on how to register and use templates, refer to the Template Guide.
Scan an original
USB MediaUSB MediaUSB Media
Install the driver in advance.
Windows Vista
Windows 7
Windows 8.1
Windows 10
Windows Server 2008
Windows Server 2012
Windows Server 2016
Originals
Load a scanned image into
the WIA-compliant application.
Perform scanning from the control panel
or through remote operation using
a WIA-compliant application.

1.OVERVIEW
12 Scan Features

2.SCANNING (BASIC OPERATION)
This chapter describes the basic scanning operations.
Viewing the Scan Menu on the Touch Panel.........................................................................14
Default Settings ...............................................................................................................16
Saving Data in e-Filing Boxes.............................................................................................17
Saving Data in the Shared Folder .......................................................................................18
Specifying the network folder.............................................................................................................................21
Sending Data to an E-mail Address.....................................................................................24
Saving Data to a USB Storage Device..................................................................................29
Scanning with Web Service Scan (WS Scan).........................................................................32
Using Saved Scan Data......................................................................................................34
Using scan data saved as e-Filing documents....................................................................................................34
Using scan data saved as files .............................................................................................................................34

14 Viewing the Scan Menu on the Touch Panel
0.Viewing the Scan Menu on the Touch Panel
When you press [Scan] on the home screen, the Scan menu is displayed.
If the equipment is managed by the Department Management or User Management features, you need to enter a
department code or the user information, such as the user name and password.
You need to select the original size by yourself when placing the following originals whose sizes cannot be detected
correctly:
- Highly transparent originals (e.g. overhead transparencies, tracing paper)
- Totally dark originals or originals with dark borders
- Non-standard size originals (e.g. newspapers, magazines)
For details, refer to the Paper Preparation Guide.
1. Message Display Area
Operational instructions and the status of the equipment are displayed.
2. Function buttons
Press one of these buttons when you select the scan function. Pressing one of these buttons displays the set-up
screen specific to the selected scan function.
3. Destination Display Area
The scan jobs are displayed before their performance in the saving destinations or addresses.
4. Alert Message Display Area
Alert messages are displayed when the equipment needs a toner cartridge replacement, the waste toner box
needs cleaning, etc. For details on these messages, refer to the Hardware Troubleshooting Guide.
5. Date and Time
5
1
131415 12 11
10
9
2
3
46
7
8

2.SCANNING (BASIC OPERATION)
Viewing the Scan Menu on the Touch Panel 15
SCANNING (BASIC OPERATION)
6. [Job Status]
Press this button when you want to monitor your copy, fax, scan, and/or print jobs or view the job logs.
Pressing [Job Status] > [Jobs] > [Scan] displays the list of scan job statuses. You can delete jobs from the list as
required.
To learn more about how to view job statuses, refer to the Software Troubleshooting Guide.
7. [Scan]
Press this button to perform scanning.
8. [Preview]
Press this button when you want to preview your scans.
P.47 “Previewing Scans”
9. [Scan Setting]
Press this button to change scan settings applicable to “Scan to e-Filing”, “Scan to File”, “Scan to E-mail” and
“Scan to USB”.
P.38 “Changing Scan Settings”
10. Scan Settings Display Area
The selected scan settings are displayed. Pressing one of these buttons displays the set-up screen. For details on
the settings, see the following page.
P.38 “Changing Scan Settings”
11. [?] (Help) button
Press this button for descriptions on each function or button on the touch panel.
12. Language button
Press this button to switch languages. For details, refer to the MFP Management Guide.
13. Adding to Home screen button
Press this button to register job settings onto the home screen. For details, refer to the Template Guide.
14. [Template]
Press this button when you want to use a template. To learn more about the template features, refer to the
Template Guide.
15. [Settings]
Press this button to display a list of the selected options for scan settings.

16 Default Settings
0.Default Settings
A default refers to a setting selected automatically when you turn on the equipment, when the equipment wakes up
from Sleep Mode, or when the [RESET] button is pressed on the control panel. To scan your document, the default
settings can be used as they are whereas pressing [Scan Setting] during the scan operation allows you to select the
preferred settings for each scan job.
P.38 “Changing Scan Settings”
The available settings in the scan mode and their factory defaults are listed in the table below.
To display a list of the selected options for scan settings, press [Settings].
P.14 “Viewing the Scan Menu on the Touch Panel”
The default settings can be changed on the screen which is opened by pressing [Setting -User-] on the home screen.
For details, refer to the MFP Management Guide.
Settings Factory Defaults
Color Mode Black
Resolution 200dpi
Original Mode Text
Rotation 0 (degrees)
Single/2-Side Scan Single
Original Size Auto
Compress Mid
Omit Blank Page Off
Outside Erase Off
Range Adjustment ±0
Exposure Auto
Contrast ±0
Background Adjustment ±0
Sharpness ±0
Saturation ±0
RGB Adjustment
Red (R) ±0
Green (G) ±0
Blue (B) ±0
ADF Scan Noise Reduction None
OCR Setting - Language 1st English
2nd None
OCR Setting - Auto Rotation On

SCANNING (BASIC OPERATION)
Saving Data in e-Filing Boxes 17
0.Saving Data in e-Filing Boxes
Scan originals and store the scans in e-Filing boxes. You can scan 200 pages per job.
When saving your scans, you can specify a public box or one of the user boxes. The public box is a pre-defined box and
is used to store documents that any users of the equipment may need to work with. A user box is one created by the
user. If a password has been set for a user box, you need to enter the correct password to access it.
The stored data can be printed out any time from the touch panel. You can also manage the data using the e-Filing
web utility. With the e-Filing web utility, you can create user boxes and folders, print documents, and even merge
several documents to create a new one.
The maximum capacity in the e-Filing box differs depending on your model or operating environment. The total
available space in the e-Filing box and shared folder can be checked on the [Device] tab in TopAccess.
Before saving your scans in a user box, you need to set up the user box.
To prevent loss of data, we recommend that you back up the data saved in the equipment’s hard disk. You can back
up the data with the computer using File Downloader or e-Filing Backup/Restore Utility.
Delete documents stored in e-Filing when they are no longer needed.
1
Place the original(s) and press [e-Filing] on the Scan menu.
For help, refer to the Paper Preparation Guide.
For details on the Scan menu, see the following section:
P.14 “Viewing the Scan Menu on the Touch Panel”
For instructions on how to store your scans with Scan to e-Filing, create user boxes, and print e-Filing
documents, refer to the e-Filing Guide.

18 Saving Data in the Shared Folder
0.Saving Data in the Shared Folder
Send and store scans to a shared folder in the equipment’s hard disk or a specified network folder. The data stored in
the shared folder can be accessed directly from the computer via a network.
You can scan up to 1000 pages per job until the equipment's memory is full.
Approx. 300 pages (Color or Auto color mode) or approx. 1500 pages (Black) can be scanned and saved in the internal
memory.
The maximum capacity in the shared folder differs depending on your model or operating environment. The total
available space in the shared folder and e-Filing can be checked on the [Device] tab in TopAccess.
The shared folder in the equipment’s hard disk can contain a maximum of 2000 files.
The network administrator has to make settings for storing the scanned data to the client computers. For details,
refer to the TopAccess Guide.
We recommend that you back up the data stored in the shared folder.
Delete documents stored in the shared folder when they are no longer needed.
1
Place the original(s) and press [File] on the Scan menu.
For help, refer to the Paper Preparation Guide.
For details on the Scan menu, see the following section:
P.14 “Viewing the Scan Menu on the Touch Panel”
To scan 2-sided documents or change settings such as Color Mode and Resolution, press [Scan Setting].
P.38 “Changing Scan Settings”
To preview your scans, press [Preview] and then scan.
P.47 “Previewing Scans”
You can select and set [e-Filing], [E-mail] or [USB] as another scan function. (Dual Agents)
P.54 “Scanning With Dual Functions (Dual Agents)”

2.SCANNING (BASIC OPERATION)
Saving Data in the Shared Folder 19
SCANNING (BASIC OPERATION)
2
Select a file destination.
[MFP Local] — Press this button to store files in a shared folder of this equipment.
[Remote 1], [Remote 2] — Press this button to store files in a network folder, which is the shared folder of a
computer connected with this equipment by network.
Storing data in a network folder requires the administrator to set the equipment configuration. For details, refer
to the TopAccess Guide.
If saving data in a network folder is enabled by the administrator and if the file destination is specified by the
administrator, the network path for the destination is displayed on the right side of [Remote 1] or [Remote 2].
If the network path is not displayed, you need to specify a file destination. For details, see the following page.
P.21 “Specifying the network folder”
If saving data in a network folder is enabled by the administrator, you can select 2 file destinations from [MFP
Local], [Remote 1] and [Remote 2].
3
Define the settings for the new file.
Select an option for each of the [File Name], [File Format], [Multi/Single], [Security] and/or [OCR] settings.
Finally, press [OK].
File Name
The file name can consist of a maximum of 128 characters. The trailing characters in a file name (maximum 74)
may be deleted depending on the type of letters used.
File Format
Select a file format. If the forced encryption setting is enabled, PDF is the only available file format. To learn
more about the forced encryption setting, refer to the MFP Management Guide.
-[PDF] — Press this button to store your scan as a PDF file.
-[TIFF]— Press this button to store your scan as a TIFF file. The OCR function cannot be used in this file
format.
-[XPS] — Press this button to store your scan as an XPS file. The OCR function cannot be used in this file
format.

2.SCANNING (BASIC OPERATION)
20 Saving Data in the Shared Folder
-[Slim PDF] — Press this button to store your scan as a slim PDF file. This option is suitable when minimizing
the file size is more important than the image quality. This option is available only when [Full Color] or [Gray
Scale] is selected for the color mode setting.
-[JPEG] — Press this button to store your scan as a JPEG file. This option is available only when [Full Color]
or [Gray Scale] is selected for the color mode setting. The OCR function cannot be used in this file format.
-[PDF/A] — Press this button to store your scan as a PDF/A file.
-[DOCX] — Press this button to store your scan as a DOCX file. You can select it only when the OCR function is
enabled.
-[XLSX] — Press this button to store your scan as an XLSX file. You can select it only when the OCR function is
enabled.
-[PPTX] — Press this button to store your scan as a PPTX file. You can select it only when the OCR function is
enabled.
Multi/Single
-[Multi] — Press this button to store your scan as a multiple page file. When you scan several pages, the
equipment stores all the pages as a single file.
-[Single] — Press this button to store your scan as a single file for each page. When you scan several pages,
the equipment stores each page as a separate file.
Security
When PDF is selected for the file format, you can decide whether or not to encrypt the PDF file. To encrypt the
PDF file, press [On].
P.56 “Encrypting Data When Saving It”
OCR
Decide whether or not to enable OCR.
To clear the settings, press [RESET].
Pressing next to [File Name] adds a meaningful number, such as date and time, to the file name. The
number is assigned according to the format set by the administrator. For details, refer to the TopAccess Guide.
To use the OCR function, you need to support the OCR Enabler.
P.8 “OCR Enabler”
When you want to enable OCR and your original includes fine prints, increase the resolution.
P.39 “Specifying the resolution”
4
Press [Scan].