Kofax Image Products VirtualReScan 4.0, Installation Manual

Page 1: ...VirtualReScan 4 0 Installation Guide 10300468 000 Revision A...

Page 2: ...emark of Kofax Image Products Inc ISIS is a registered trademark of Pixel Translations a division of Captiva Software Corporation TWAIN is a registered trademark of the TWAIN Working Group All other p...

Page 3: ...Support xi 1 Overview 1 Introduction 1 Using VRS with Your Scanner 2 VRS Plus Features 3 VRS Scanners Certified vs Non Certified 4 VRS Component Installers 5 Using VRS with the Adrenaline Image Proce...

Page 4: ...ments 11 PCI Slot Requirements 11 Supported Operating Systems 11 Peripheral Support 12 2 Installing VRS 13 Introduction 13 Installation Sequence 14 Install the VRS Software 15 Activating Your VRS Lice...

Page 5: ...esting Your VRS Installation 47 Introduction 47 Testing VRS with an ImageControls Application 48 Testing VRS with an ISIS Application 50 Testing VRS with a TWAIN Application 52 4 Installing an Adrenal...

Page 6: ...ternet Connection 76 A Creating or Configuring a Scan Source 79 Introduction 79 Creating a Scan Source 80 Updating Source Configuration Settings 87 B VRS Non Interactive Mode 89 Introduction 89 C Usin...

Page 7: ...c system requirements and gives you step by step procedures for installing and testing VRS Additionally the guide includes instructions for installing and testing an Adrenaline SCSI scanner controller...

Page 8: ...ontrols based application an ISIS application and a TWAIN application Chapter 4 Installing an Adrenaline SCSI Scanner Controller explains how to install a Kofax Adrenaline SCSI scanner controller and...

Page 9: ...anual is intended for all potential scan operators regardless of their scanning expertise This manual is available in PDF format from the VRS user interface and also from your installation CD If desir...

Page 10: ...ing Kofax offers both classroom and computer based training that will help you make the most of your Kofax solution Visit the Kofax Web site at www kofax com for complete details about the available t...

Page 11: ...any technical tips and an extensive searchable knowledgebase You can find VRS FAQs on the VRS Support pages The Kofax Web site also contains information that describes support options for Kofax produc...

Page 12: ...xii VRS Installation Guide...

Page 13: ...lation process Step by step instructions that walk you through the VRS installation procedure Procedures for testing VRS with your scanning application Additionally this guide includes the information...

Page 14: ...VRS Standard Supports standard VRS features used primarily with certified scanners with throughput up to 40 ppm VRS for Desktop Scanners Supports standard VRS features VRS Plus features and certified...

Page 15: ...who have a Desktop Workgroup Departmental or Production class license have access to VRS Plus features users with a Standard license have the option of previewing VRS Plus features by selecting Tools...

Page 16: ...capable of working with some non certified or compatible scanners if they have been configured with the Kofax Source Manager KSM It is important to be aware that you may experience less than optimal...

Page 17: ...which you can download from the Kofax Web site after completing the VRS installation process To locate the appropriate VRS Component Installer for your scanner refer to the Downloads Library which is...

Page 18: ...val and much more As an option Enhanced Bar Code recognition is also available with AIPE See the Enhanced Bar Code Engine appendix in the VRS User s Manual for more information on how to take full adv...

Page 19: ...tion Monitor resolution 1024 x 768 Note To check for additional information related to system requirements visit the Support pages on the Kofax Web site at www kofax com and select the Scanner Configu...

Page 20: ...ructions that apply to your scanner Refer to USB and FireWire Installations on page 38 for more information Certified Operating Systems VRS has been certified to work on the following operating system...

Page 21: ...ove all instances of Hardware VRS prior to installing VRS 4 0 You may install VRS 4 0 in conjunction with other Kofax products except as follows VRS 4 0 should not be installed on a system with Hardwa...

Page 22: ...urator can be used to determine if a particular combination of Kofax products is recommended The Scanner Configurator does not list installation order however Refer to the documentation that accompani...

Page 23: ...B of RAM Others as required by your scanner For specific computer requirements refer to your scanner documentation or the Scanner Configurator from the Support pages on the Kofax Web site at www kofax...

Page 24: ...perly supported by Kofax your scanner must be certified to work with the Adrenaline 450 650 650i SCSI scanner controller To determine if your scanner is a certified device use the Scanner Configurator...

Page 25: ...efer to Table 1 1 on page 2 You can check the label on the outside of your VRS product package to verify your VRS license category Before you start the VRS installation process gather the following VR...

Page 26: ...allation sequence in this order 1 Install the VRS software page 15 2 Install the SCSI scanner controller if applicable page 35 3 Attach the scanner if applicable page 37 4 Resolve the Found New Hardwa...

Page 27: ...rator permissions Note Although Administrator permissions are required for the user who performs the VRS installation no special permissions are required to use the VRS application 2 Insert the VRS in...

Page 28: ...stalled during the VRS installation process and you later cancel without completing the entire installation Microsoft NET Framework 1 1 will remain intact and the VRS components will be removed A succ...

Page 29: ...he installation options that includes the VRS software Install VRS only Install VRS and an Adrenaline SCSI Controller If you plan to install the Adrenaline SCSI scanner controller without the VRS soft...

Page 30: ...in demonstration mode you can click Next to bypass this screen For more information refer to Demonstration Mode on page 29 Figure 2 2 User Identification Screen Do the following Enter your name compan...

Page 31: ...VRS Installation Guide 19 5 The Product Information screen will display similar to Figure 2 3 Figure 2 3 Product Information Screen...

Page 32: ...ial number and product code as provided on the license label sheet in your product box refer to Figure 2 4 Click Next If you intend to install VRS in demonstration mode leave the entries blank and cli...

Page 33: ...system for the amount of space available on the default drive and lists the Space Required and Space Available values below the destination folder information Accept the default installation folder w...

Page 34: ...ation Folder screen c Click OK to close the screen and return to the VRS installation wizard Figure 2 6 Disk Space Settings 7 Click Next to confirm the installation folder If there is not enough disk...

Page 35: ...y scanner later check box if you plan to download a VRS Component Installer for a VRS certified scanner that does not appear on the list and then click Next For more information refer to VRS Component...

Page 36: ...n effect you cannot see or use VRS user interface while documents are being scanned For more information refer to Appendix B VRS Non Interactive Mode on page 89 9 You will be notified when the install...

Page 37: ...ure 2 8 click Continue Anyway to clear the message and proceed to the next step Figure 2 8 Windows XP Logo Compatibility Message Note If other windows are open while the installation is in progress yo...

Page 38: ...Figure 2 9 Activate VRS Dialog Box In the following cases the Activate VRS dialog box will not display during the installation process You have a VRS Standard license which does not support VRS Plus f...

Page 39: ...ge 30 d Click Activate A confirmation message will display if the activation is successful If the installer is unable to connect to the VRS license server the Activate No Internet Connection dialog bo...

Page 40: ...ified scanner that did not appear on the scanner list presented earlier in the VRS installation process You selected the I will configure my scanner later check box during the VRS installation procedu...

Page 41: ...ou start VRS VRS runs in demonstration mode if you have not purchased the product yet In demonstration mode you have full access to VRS functionality and the Kofax logo is stamped on all scanned image...

Page 42: ...expires VRS will switch to demonstration mode if the license has not been activated Figure 2 11 Activate VRS Reminder Dialog Box X To activate your license 1 Do one of the following From the Activate...

Page 43: ...s may be already filled in based on entries made during the VRS installation process If desired you can update the entries and select the check box if you do not want to receive Kofax product informat...

Page 44: ...working you will not be able to receive the code In that case the Activate No Internet Connection dialog box will display Refer to the next section for instructions on how to obtain the license code w...

Page 45: ...et Connection dialog box will display and list the options that are available to you Figure 2 13 Activate No Internet Connection Dialog Box X To activate your license without an Internet connection 1...

Page 46: ...wser and open to http activate kofax com vrs During the activation process you will need to copy information from the Activate txt file and paste it into the form on the Web site The path to the file...

Page 47: ...anner controller 1 Shut down your computer and unplug the power cord 2 Do one of the following If you are using a Kofax Adrenaline 450 650 or 650i SCSI scanner controller refer to Installing an Adrena...

Page 48: ...e open while you install the SCSI scanner controller you may need to minimize them to access the compatibility message 5 Right click on My Computer Select Properties Hardware Device Manager 6 Once the...

Page 49: ...the scanner and to the appropriate port SCSI USB or FireWire on your computer 3 Plug in the power cord for your scanner and start it 4 Plug in the power cord for your computer and then start it Windo...

Page 50: ...er Windows will detect the device and launch the New Hardware Found wizard 2 Follow the on screen instructions to locate the necessary driver on the installation CD supplied with your scanner 3 Verify...

Page 51: ...rom the list of installed devices and then right click to select Properties from the shortcut menu 3 From the scanner properties dialog box select the Events tab and then select a device event from th...

Page 52: ...k the scanner connection status 1 From the Windows desktop right click on My Computer 2 Select Manage 3 From the left pane of the Computer Management console double click the Device Manager icon The d...

Page 53: ...tem If your scanner is not listed as an imaging device check the USB FireWire cable connection or try restarting the computer Then check again to see if the device is listed If your scanner still is n...

Page 54: ...1 When the Found New Hardware Wizard appears as in Figure 2 16 select to install the software automatically and then click Next Figure 2 16 Windows Found New Hardware Wizard 2 If the wizard is unable...

Page 55: ...o Figure 2 16 insert the VRS installation CD in the appropriate drive select to install the software automatically and then click Next to search for a driver 2 Select the option to search CD ROM drive...

Page 56: ...that are included with every VRS installation For more information about VCDemo refer to Appendix C Using VCDemo on page 91 X To install the scanning application 1 Install your ImageControls based TWA...

Page 57: ...k for VRS product updates by selecting the Check for Updates function X To obtain VRS product updates 1 Do one of the following From the Windows Start menu select All Programs Kofax VRS Check for Upda...

Page 58: ...le should be copied to the installation directory for your scanning application and renamed to Scan application exe manifest If you do not rename the manifest file the Windows XP look and feel will no...

Page 59: ...good idea to test your installation You may use VRS with any scanning application that is based on ImageControls ISIS or TWAIN This chapter explains how to test VRS with three sample scanning applica...

Page 60: ...n about VCDemo refer to Appendix C Using VCDemo on page 91 X To select VRS from VCDemo 1 Power on your scanner and load the document that you want to scan 2 Turn on your computer 3 Start Kofax VCDemo...

Page 61: ...2 Figure 3 2 VRS Icon in Windows Taskbar 6 From VCDemo select Source Process Image or Ctrl I If the scan completes successfully you are ready to use VRS For more information refer to the VRS User s M...

Page 62: ...pplication X To select VRS from QuickScan Pro 1 Power on your scanner and load the document that you want to scan 2 Turn on your computer 3 Start QuickScan Pro 4 From the Scan menu click Select Scanne...

Page 63: ...lect New Batch 8 The Kofax VRS ISIS interface will be launched Once you have selected a profile and other preferences click Scan to proceed with the scanning session If the scanning process completes...

Page 64: ...r testing with VRS if you included them as part of your Microsoft Office XP installation Both are TWAIN applications If you have Windows 2000 you can test VRS with Microsoft Imaging for Windows which...

Page 65: ...box 5 Select the Kofax Software VRS TWAIN scan source and click OK 6 Click Scan 7 When the Launching Scanner Driver dialog box displays click OK The Kofax VRS TWAIN interface will launch 8 The VRS ico...

Page 66: ...t you want to scan 10 Click Scan to proceed with the scanning session As pages are scanned they will appear within the Microsoft Office Document Scanning application window For more information refer...

Page 67: ...3 3 Create or configure a source page 65 4 Test your installation page 68 If you intend to use the Adrenaline SCSI scanner controller with VRS you can bypass the procedure for installing the software...

Page 68: ...om the root folder of the installation CD If you do not have AutoPlay enabled select Start Run and do one of the following Type in D setup exe where D is the CD ROM drive Click OK Click Browse navigat...

Page 69: ...r without completing the installation Microsoft NET Framework 1 1 will remain intact and the other components related to your Adrenaline SCSI scanner controller will be removed 3 When the Welcome scre...

Page 70: ...es below the destination folder information Accept the default installation folder C Program Files Kofax Imgctls or click Change to select another destination Your default destination folder may diffe...

Page 71: ...ocess or When installing to a drive other than C you can verify disk space on the other drive before proceeding To check the disk space on an alternate drive a From the Destination Folder screen click...

Page 72: ...scanner from the list and click Next Select the I will configure my scanner later check box if your scanner does not appear on the list Then click Next Note When using a scanner that is not on the lis...

Page 73: ...Back to return to the previous screens Otherwise click Install to start the installation process A series of update messages will appear while the installation is in progress 9 If you have Windows XP...

Page 74: ...ption to restart your computer now and then click Finish Do not remove the installation CD until the computer has been restarted because it is possible that scanner drivers may be installed after the...

Page 75: ...ing package until installation Turn off and unplug your computer before installing the SCSI scanner controller Discharge static electricity from yourself and the work area by touching the metal chassi...

Page 76: ...Installing an Adrenaline SCSI Scanner Controller 4 Secure the computer shell back into place 5 Power on your computer 6 A message may appear notifying you that Windows has detected the new hardware an...

Page 77: ...use the Kofax Source Manager to update the configuration settings for this source For instructions refer to Appendix A Creating or Configuring a Scan Source on page 79 If your scanner did not appear...

Page 78: ...66 VRS Installation Guide...

Page 79: ...our Adrenaline SCSI Scanner Controller Introduction This chapter explains how to test your Adrenaline SCSI scanner controller configuration with VCDemo an ImageControls based demonstration application...

Page 80: ...emo an ImageControls based demonstration application that is included with your VRS installation X To start VCDemo 1 Select Start Programs Kofax VRS VCDemo The VCDemo application will display similar...

Page 81: ...e images 4 Use the toolbar and menus available on the sample application s main screen to select the desired options for your operation Then process your images as desired For example a If you are sca...

Page 82: ...70 VRS Installation Guide...

Page 83: ...how to use the Add or Remove Programs option in the Control Panel to remove VRS and related components from your computer During the VRS removal process you will be prompted to deactivate your VRS li...

Page 84: ...d programs 3 Click Change to launch the InstallShield wizard that will be used to remove VRS and related components Figure 6 1 Installation Wizard for Removing VRS Components 4 When the Welcome screen...

Page 85: ...t to each component that you want to remove and then click Next Note the following If you select the VRS 4 0 component from the list any existing VRS Component Installers will also be removed If you i...

Page 86: ...l process The installation wizard will remove each component that you specified on the previous screen Additionally you may be prompted to remove specific scanner drivers depending on the scanner that...

Page 87: ...ant to deactivate your license later you will need to double click on the file listed in the Deactivate VRS dialog box and then contact Kofax via the Internet email message or fax message to request d...

Page 88: ...contact the Kofax license server You may need to deactivate your license without an Internet connection in the following cases Your Internet connection is not available when you try to deactivate the...

Page 89: ...her computer with a working Internet connection send an email request to activatevrs_kfx kofax com You must attach the Deactivate txt file to the email message The path to the file is listed in the De...

Page 90: ...78 VRS Installation Guide...

Page 91: ...ble to your installation You are using VRS with a compatible scanner which is a scanner that has not gone through the VRS certification process For more information refer to VRS Scanners Certified vs...

Page 92: ...ers Certified vs Non Certified on page 4 or VRS Component Installers on page 5 Note To determine if a VRS Component Installer is available for your scanner refer to the Downloads Library link from the...

Page 93: ...VRS Installation Guide 81 2 When the Configured Source list displays click Create Refer to Figure A 1 Figure A 1 Kofax Source Manager...

Page 94: ...ation Typically the source name corresponds to the name of the scanner or source device along with a description of the source type An example source name might be Scanner XYZ with ISIS Scanning where...

Page 95: ...to VRS Scanners Certified vs Non Certified on page 4 b Select your scanner from the list and click OK If your scanner does not appear on the list click Refresh or if necessary reinstall the scanner dr...

Page 96: ...84 VRS Installation Guide 7 For import source types click OK when the Software Import Properties dialog box displays Figure A 5 Software Import Properties Dialog Box...

Page 97: ...ailable from your scanning application Figure A 6 Kofax Source Manager New Source Added 9 Click Next to continue Alternatively you can do the following To create another source repeat steps 3 7 To rem...

Page 98: ...es and then click Properties For details refer to the next section Updating Source Configuration Settings on page 87 To display advanced properties associated with options such as JPEG Compression cli...

Page 99: ...d for an existing source X To update source configuration settings 1 From the Windows Control Panel launch the Kofax Source Manager KSM and click Next when the KSM dialog box displays 2 When the Confi...

Page 100: ...88 VRS Installation Guide 3 Update the source properties as desired 4 Click Next to proceed to the Kofax contact information screen and then click Finish 5 Close the Control Panel...

Page 101: ...ou set VRS to run in non interactive mode you have the option of switching it back to interactive mode as explained below X To switch a scanner from non interactive mode to interactive mode 1 Right cl...

Page 102: ...90 VRS Installation Guide...

Page 103: ...nd perform image cleanup operations VCDemo is included in every VRS and Adrenaline SCSI scanner controller installation You can access VCDemo by selecting Start All Programs Kofax VRS VCDemo Note VCDe...

Page 104: ...ll display similar to the following Figure C 1 Main Screen for VCDemo 2 If you want to scan or import images from disk do the following a To scan make sure your scanner is connected and powered on Sel...

Page 105: ...esired options for your operation Then process your images as desired For example a If you are scanning you can select Source Properties to select various scanner settings Then load a batch of pages i...

Page 106: ...s quick access to some frequently used menu items Figure C 2 VCDemo Toolbar Open file Save file Display Scanner Properties dialog box Display Bar Code Properties dialog box Display Deskew Properties d...

Page 107: ...page destination document You can choose Overwrite Insert or Append Your storage filter must support multi page documents Use this option to select units for certain scan and image processing operatio...

Page 108: ...et properties for the operation Figure C 4 VCDemo Source Menu Use these options to select a source Use these options to process a single image or a batch or to stop an operation These options display...

Page 109: ...gure C 5 VCDemo View Menu Use these options to toggle the display of the toolbar and status bar Use these options to open two display windows and toggle between them Use this option to display a speci...

Page 110: ...ur images Doing so will improve OCR recognition and reduce your file sizes Note Items on the Imaging menu are available only when a source device configured for image processing is selected The Imagin...

Page 111: ...for some of the measurements that you can select are controlled by the preferences set with the Units option on the File menu Use this option to display the Batch Separate dialog box Use this option...

Page 112: ...100 VRS Installation Guide...

Page 113: ...ers 10 Certified vs non certified scanners 4 Checking for updates 45 Color patch code recognition 98 Compatible scanners 4 79 Component installers 5 23 80 Configurator scanner 7 10 12 Connection scann...

Page 114: ...applications with VRS 48 K Kofax Demo stamp 3 Kofax scanner configurator 10 12 Kofax Source Manager KSM 23 60 79 80 87 L License activation 26 29 categories 2 deactivation 74 76 demonstration mode 18...

Page 115: ...hnical support xi Testing Adrenaline SCSI scanner controller 67 Testing VRS with ImageControls applications 48 with ISIS applications 50 with TWAIN applications 52 Throughput scanner 2 Training x TWAI...

Page 116: ...ffice Document Imaging 52 using with Microsoft Office Document Scanning 52 using with TWAIN applications 52 VRS for Desktop Scanners 2 VRS for Production Scanners 2 VRS for Workgroup Departmental Scan...