Opex DS2200 User manual

USER MANUAL
DS2200
AUGUST 2012

If you find errors, inaccuracies, or any other issues or concerns with this
document, please contact the OPEX Technical Writers via email at:
[email protected]
Part number 95000XX
Copyright © 2012 OPEX®Corporation
All rights reserved. Printed in the United States of America.
No portion of this manual may be reproduced in any form or by any means, or
storedinadatabaseorretrievalsystem,withouttheexpress,writtenpermission
of OPEX®Corporation.
To request permission, contact:
OPEX®Corporation
ATTN: Legal Department
305 Commerce Dr.
Moorestown, NJ 08057-4234
Revision Tracking
Date Chapter(s) Notes Rev
Aug. 2012 The DS2200 User Manual was completely restruc-
tured for better viewing on a Tablet-style reader.
A

From the President of OPEX Corporation
The DS2200 scanner offers an extremely flexible, efficient and ergonomic
method for capturing images and data
Efficiency and transaction integrity are critical to payment processors. The
OPEX DS2200 is engineered as a single station solution that satisfies both of
these key issues. Its broad capabilities enable our clients to minimize document
prep, thereby reducing labor and improving throughput and accuracy.
Sincerely,
OPEX CORPORATION
Dave Stevens
President/CEO

4 Table of Contents
DS2200 User Manual - OPEX Corporation use only - not for distribution
Table of Contents
Chapter 1
Introduction
Overview .............................................................................................................. 9
About this manual ......................................................................................... 10
DS2200 specifications .................................................................................. 11
How the DS2200 Works .................................................................................... 12
Software ........................................................................................................ 12
Jobs .............................................................................................................. 14
Page types .................................................................................................... 14
Chapter 2
Operating the System
Overview ............................................................................................................ 16
Safety precautions ........................................................................................ 16
Ergonomics ................................................................................................... 17
Controls and Components ................................................................................. 19
Connections .................................................................................................. 22
Getting Started .................................................................................................. 24
Navigating the DS2200 CertainScan software .............................................. 25
Running Jobs ..................................................................................................... 27
Using the Run screen ................................................................................... 29
Scanning documents .................................................................................... 40
Assigning a page type ................................................................................... 49
Adjusting image quality ................................................................................. 51
Rescanning documents ................................................................................ 51
Deleting documents from the batch .............................................................. 52
Voiding documents and transactions ............................................................ 53
Starting a new batch ..................................................................................... 54
Ending the job ............................................................................................... 54
Viewing/editing the batch .............................................................................. 54
OpAssist ........................................................................................................ 57
KeyAssist ...................................................................................................... 59
Clearing Paper Jams ......................................................................................... 60
Scanner area ................................................................................................ 60

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DS2200 User Manual - OPEX Corporation use only - not for distribution
Clearing the bins ........................................................................................... 61
Chapter 3
Operational Maintenance
Calibrating the Touchscreen Monitor ................................................................. 64
Removing/Replacing the Printer Cartridge ........................................................ 66
Adjusting the Printer Carriage Position ......................................................... 68
Cleaning the System ......................................................................................... 69
Conveyor and transport assemblies ............................................................. 69
Contact image sensor ................................................................................... 70
Feed assembly .............................................................................................. 72
Chapter 4
Statistics
DS2200 Statistics .............................................................................................. 74
Creating statistic reports ............................................................................... 74
General Information statistics ....................................................................... 78
Overall System Performance Measures statistics ........................................ 79
Performance Details statistics ....................................................................... 81

6 Table of Contents
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User Manual
DS2200
1
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About this manual. . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
DS2200 specifications . . . . . . . . . . . . . . . . . . . . . . . . 11
How the DS2200 Works . . . . . . . . . . . . . . . . . . . . . . . . 12
Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Page types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Introduction

8 Introduction
DS2200 User Manual - OPEX Corporation use only - not for distribution
Integrated Workstation Desk
(optional)
Sort bins Touchscreen PC monitor
In-line recognition
(MICR, OCR, barcodes,
PC controller
Drop feeder
Audit trail
mark detection)
Printer(s)
Uninterruptible Power Supply
(UPS)

Introduction 9
DS2200 User Manual - OPEX Corporation use only - not for distribution
Overview
With the DS2200, intermixed, different-sized documents can be scanned
together without adjustment to the scanner feed. In a single step, the DS2200
can scan, capture, read MICR, print an audit ID, and sort transactions
containing checks and other documents.
The DS2200 is a single-operator workstation that greatly reduces document
preparation. With a single operator in contact with documents, opportunities to
misplace or damage documents are reduced and the risk of confidential
information being compromised is minimized. Moreover, the scanner’s drop
feeder reduces jams, eliminates the need to jog, and proficiently processes
even the most damaged and prep-intensive documents.
Standard features include:
• CertainScan™ Image Capture Application
• Ultrasonic multifeed detection
• OpAssist™ input sensor
• Two sort trays
• Bottom audit ID printer with ink level indicator
• Optical MICR read
• Mark detection software
• OPEX standard barcode package
• OPEX OCR font set
• External PC w/Windows 7
• 17” touch screen monitor
Optional features include:
• ImageTools w/VRS Technology image enhancement
• Magnetic Ink Character Recognition (MICR)
• Top audit ID printer with ink level indicator
• 1-D & 2-D barcode recognition
• KeyAssist™ integrated keypad

10 Introduction
DS2200 User Manual - OPEX Corporation use only - not for distribution
• Reference ID software feature
• Image Edge software binarizer
• Integrated workstation/table
About this manual
The purpose of this manual is to instruct operators of the DS2200 in how to use
the scanner to perform tasks. For more information on how to set up jobs, page
types, audit trails and other functions of the machine, consult the DS2200
CertainScan Manual.

Introduction 11
DS2200 User Manual - OPEX Corporation use only - not for distribution
DS2200 specifications
Document Feeding Auto feed
Continuous drop feed
Packet feed
Document Width 2.0" - 12.25"
Document Length 3.5" up to 18.25" in length
Scanning Speed 110 ppm / 220 ipm (Throughput speeds may vary depending on the specific application
processing requirements and job setup)
Imprinting Rear post-scan
Character Reading OCR, OMR, barcodes, document type ID
Document Separation 2 output sort trays
Daily Duty Cycle Unlimited
Dimensions (H x W x D) 17" x 54" x 23"
(49” x 86” x 32” with optional, integrated
Workstation)
Operator/Service
clearance 3' all around
Sound level Below 72 dB
AC requirements 100 - 240 VAC, 1.75 - 0.75 A, 47 - 63 Hz
Temperature requirements Non-Operating: 0°F to 110°F
Operating: 10°F to 100°F
Relative Humidity Non-Operating: 0% to 85%
Operating: 14% to 85% not to exceed 90%

12 Introduction
DS2200 User Manual - OPEX Corporation use only - not for distribution
How the DS2200 Works
The DS2200 scanner is controlled by a single, Windows 7 driven PC. The
operator interacts with the system via the CertainScan software and simply
drops documents onto the drop feeder. The system scans the items based on
the current job parameters. The scanner can capture MICR and OCR informa-
tion, print audit trails on the documents, and sort them to a specified bin.
Software
The DS2200 uses two software applications which control the system:
INtime Controller The INtime Controller runs in the background of the
CertainScan software and controls all machine related functions, such as
monitoring sensors, triggering gates, and turning motors on and off. The INtime
Controller runs in its own real-time operating system, called INtime. You do
not need to access the INtime controller and should never close the
INtime window.
CertainScan The CertainScan software interfaces with the Controller and
manages the non-machine related functions performed by the scanner.
CertainScan provides an interface for setting up jobs, page types, and audit
trails, and for running jobs. This is the main interface with the machine.

Introduction 13
DS2200 User Manual - OPEX Corporation use only - not for distribution

14 Introduction
DS2200 User Manual - OPEX Corporation use only - not for distribution
Jobs
A job is a collection of parameters the DS2200 use for scanning documents.
The jobs you set up allow you to process documents in a similar manner from
run to run.
The scanner captures images of documents and stores the information it
collects in batches, which consist of one or more transactions. The definition of
a transaction can vary from customer to customer, and even from job to job. A
transaction may consist of several page types. For example, a check, a stub
(or remittance piece), and an envelope.
Structured vs. Unstructured jobs
Structured jobs require you to scan documents in a particular order. For
example, when running a structured job, the machine may prompt you to scan
a batch ticket first, then a stub, then a check, and/or another document, and
finally an envelope to signify the end of the transaction. If a page type is
scanned out of sequence or if the system is expecting a certain page type, the
system will alert you.
In an unstructured job, you can scan any of the expected page types in any
sequence. The only restriction is that the transaction boundary, in most cases
an envelope, is scanned last in the transaction. The transaction boundary tells
the system the current transaction is complete and the next transaction will
begin.
Page types
The term “page type” is used to specify a collection of criteria that a piece must
meet to be classified as a certain type of document, such as: length, height,
barcode, mark detect, MICR, etc. The system uses the page type parameters
set up by your System Administrator to classify documents that come into the
system. When the scanner processes documents in a job, it gathers data (such
as length and width) on each item and compares the item to the page types
you have designated for that job. This is how the system identifies each
document scanned into the system. The system then collects the appropriate
data from the document and sorts it according to the current job parameters.

User Manual
DS2200
2
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Controls and Components . . . . . . . . . . . . . . . . . . . . . . 19
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Running Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Clearing Paper Jams. . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Operating the System

16 Operating the System
DS2200 User Manual - OPEX Corporation use only - not for distribution
Overview
This chapter provides basic information on how to process documents with the
DS2200. It covers safety precautions, user interface information, and how to
run the machine.
Safety precautions
Follow these safety precautions to avoid injury when operating the DS2200.
Failure to follow these precautions may result in severe personal injury or
damage to the machine.
• Be careful when working with AC power. Electrical wiring can be hot any
time the machine is plugged in. Failure to use caution may result in electric
shock or death.
• Do not set liquids (such as drinks) on the scanner that could spill into the
machine.
• Keep loose objects away from any exposed, moving parts of the machine.
The moving parts of the DS2200 can become jammed and/or damaged by
foreign objects. Also, keep hands, hair, loose clothing or jewelry away from
the moving parts.
• Do not attempt to clean the machine while it is running. A cloth (or similar
material) should never be used to clean moving parts such as belts or
rollers. The use of such material on moving mechanisms can result in
damage to the machine or severe personal injury.
• Do not use flammable, high pressure, “canned air” to clean paper scraps and
dust from the machine.
• Do not move the machine while the power is on. Unplug the machine from
the power source first.

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DS2200 User Manual - OPEX Corporation use only - not for distribution
Ergonomics
As in any occupation which requires you to perform the same motion
repeatedly during the course of you work, it is important to consider how you
perform your task. Always use proper operating procedures when operating
the DS2200. Follow the directions for using and adjusting your chair and
scanner. Using improper procedure can result in a potentially serious injury.
The DS2200 scanner has been designed for safe operation by over 95% of the
user population. Operation by individuals with limited reach capability or who
cannot follow the suggestions listed should be avoided or limited in duration.
To reduce possible risks, we strongly urge you to follow these suggestions:
• Maintain an upright body posture.Avoid the tendency to slump in your chair.
The angle between your torso and thighs should always be close to 90
degrees.
• Adjust the seat height on your chair or the height of the scanner so that your
elbow is approximately even with the top of the work surface when your
arms are near your sides and your feet are flat on the floor. If this cannot be
achieved with normal chair and scanner adjustments, a footrest for shorter
operators or scanner leg extensions for taller operators should be used.
• Adjust your chair position to allow your torso to touch the front edge of the
scanner work surface. Chairs with arm rests that prevent this body position
should not be used.
• If the touch screen is used frequently during processing, adjust the touch
screen position to minimize your reach movements to the frequently touched
areas.
• Your position should allow you to comfortably reach the frequent work pick-
up area(s) and the frequently touched areas of the screen without extending
either arm fully or changing your posture.
• Occasionally change the angle of your posture and, if possible, vary your
tasks to create short breaks from the most repetitive motions.
• If possible, avoid operating the machine for longer than a single 8-hour shift.
While no suggestions can guarantee completely against work-related injuries,
you will certainly increase your comfort and safety while operating the DS2200
if you put these suggestions into practice. The scanner has been designed with

18 Operating the System
DS2200 User Manual - OPEX Corporation use only - not for distribution
you in mind. If it is operated correctly, you should find your work experience
comfortable and enjoyable.
Adjusting the (optional) workstation height
You can raise or lower the height of the workstation desk to fit your needs. Use
the crank stored in the right front side of the desk to adjust the height of the
workstation.

Operating the System 19
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Controls and Components
Figure 1: Main components
Conveyor
Sort trays
MICR reader,
audit trail printers
CIS imagers and
Data ports/connections (not shown)
See page 22 for
more detail
OpAssist
sensor
Described in detail on page 47
Feed mode knob
are located inside the scanner

20 Operating the System
DS2200 User Manual - OPEX Corporation use only - not for distribution
Conveyor
The DS2200 allows for quick and easy feeding of mixed size documents - from
business cards to documents as large as 12” x 25”. Place documents onto the
drop feeder for scanning into the DS2200. The DS2200’s unique drop feed
technology can handle the widest range of documents without fear of double
feeds or document damage. Simply drop documents onto the conveyor, and it
automatically aligns and flattens them regardless of variable sizes. Checks,
invoices, correspondence, envelopes, and other documents can all be
scanned intermixed with little or no preparation.
Sort trays
Documents are scanned and sorted into one of two selectable output trays.
Pieces with magnetic MICR (such as checks) can be sorted to a separate tray
for easy secondary processing.
Ultrasonic multifeed detection
The DS2200’s ultrasonic multifeed detection protects against double-feeds by
transmitting a sound wave from one side of the paper path and receiving it on
the other. Overlapped documents are identified by changes in the sound
waves and the system stops the conveyor when a double feed is detected.
OpAssist
The OpAssist feature allows you to perform certain functions on pieces, such
as dropping out colors or rotating images. Trigger OpAssist by waving the
document (or your hand) over the OpAssist sensor before scanning it.
CIS
The DS2200 uses two contact image sensors (CIS) to scan pieces. Each CIS
scans a side of the document and can save images in either color or grayscale.
The CIS is in near direct contact with the object to be scanned in order to scan
to the proper focus. The CIS can scan up to 12” wide documents in either
portrait or landscape mode.