ECMS - How to set up a scanner profile in ImageNow/Perceptive Content
This document explains how to set up a scanner profile in ImageNow/Perceptive Content.
About scanner configuration
You can configure a scanner for any ImageNow Client computer in your enterprise. Scanning profiles and capture profiles define the behavior of the scanner in connection with the ImageNow Client (thus you need the ImageNow client installed--see the left-side navigation on this KB site for a link to download and install the ImageNow client). You can create up to ten capture profiles and distribute them according to user names, groups, or computer names.
Install a scanner
You must log on to Windows using an account in the Windows Administrator Group to successfully install a scanner on your ImageNow system. The installation procedure varies depending on the type of scanner and drivers you install.
Install the drivers
We recommend that you obtain the latest version of the scanning drivers directly from the manufacturer and that you manually install them on the scanning computer, even if the Found New Hardware wizard installed the drivers during SCSI installation.
- Download the necessary scanner ISIS software driver you need.
- Install the driver according to manufacturer's instructions.
- Note the path to which the files are extracted. This path is typically C:\.
- Navigate to the path in the previous step and run the setup.exe, accepting the default settings.
- Connect the scanner into the workstation by doing one of the following:
- For USB scanners, plug the USB cable into any available port.
- For SCSI scanners, with the scanner and computer turned off, plug the scanner into an available SCSI port, turn on the scanner, and then turn on the computer.
- If the Found new hardware wizard appears, follow the instructions on the wizard pages. Note For Canon and some other scanners, you need to enter the location of the .inf file that you downloaded in step 1. Other models may require you to insert the manufacturers CD.
- Use the Windows Device Manager to verify that the scanner name appears in the device list under imaging devices.
- If it does not appear, make sure the scanner is turned on and check the SCSI card or USB port connections. If necessary, repeat this procedure.
- If a yellow question mark appears next to the name of your scanners, the .inf file associated with the scanner is missing. This error may appear for the Kofax DS2500 and other older scanners. For more information, refer to the Troubleshoot scanner configuration topic on the Perceptive Software website, in the Customer Portal, under Product Documentation.
Create a scanning profile
Scanning profiles store information about the type of scanner you are using, along with scanner-specific features such as paper size, color mode, and image processing filters. Before you can create a scanning profile, you must install and license the scanner and then configure it to work with CaptureNow using the Device Manager dialog box.
To create a profile that contains information about your scanning hardware, complete the following steps.
- On the ImageNow toolbar, on the Settings menu, click Options.
- In the ImageNow Options dialog box, in the left pane, click Capture.
- In the right pane, under Scanning Profiles, click Manage Profile List.
- In the Scanning Profile Manager dialog box, click Create.
- In the Scanning Profile dialog box, on the General tab, perform the following steps to create a new scanning profile:
- In the Name box, type a unique profile name.
- Description box, type a short description.
- In the Device box, select the device name you want. Note: Depending on the type of driver you are using, the Scanning Profile dialog box will display different tabs. Pixel drivers use the General, Properties, and ImageNow Processing tabs. Kofax drivers use General, Properties, Advanced, and Options tabs. TWAIN drivers use General and Properties tabs.
- On the Properties tab, under Properties, choose the options you want.
- Optional. If you are working with a flatbed scanner, under Flatbed Settings, choose the options you want. If your scanner does not support flatbed scanning, then the Flatbed Settings options are dimmed and unavailable.
- When using Kofax drivers, on the Advanced tab, under Options, choose one or more of the following options:
- In the Prescan box, specify the number of pages to be cached by the Kofax Accelerator.
- In the Timeout box, specify the time in seconds before the scanning process will stop after the last page is scanned.
- To delete blank pages from the scanning process by using a more advanced comparison, select the Calculate Blank Page Deletion check box.
- Click Advanced, and then choose the options you want. These vary based on the device you have installed.
- Click Units, and then specify what units of measurement you want for the current profile.
- When using Kofax drivers, on the Options tab, choose the options you want in order to scan part of a document, not all of it. If your scanning device supports duplex scanning, then you can specify a picking rectangle for both front and back pages.
- When using Pixel drivers, on the ImageNow Processing tab, select the filter you want and then add, remove, configure or move it up or down in the list. Before you configure a filter, first move it to the Selected Filters list.
- Click OK three times.
- To create a scanning profile, the user logged in to the local machine must have the Write permission for the [drive]:and SettingsUsersDatafolder.
- When using Pixel driver, to add filters quickly to the Selected Filters list, you can double-click on the one you want to add it, or select multiple filters at once by using the CTRL or SHIFT keys, and then click Add (or Remove).
- When you remove a filter from the Selected Filters list, that filter is not removed completely. It is returned to the Available Filters list.
- You can apply image processing filters to black and white, grayscale, and color images. The filters available to you depend on the driver type and scanning color.