A61735 UsersGuide CapturePro en
A61735 UsersGuide CapturePro en
A61735 UsersGuide CapturePro en
User’s Guide
A-61735
Contents
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Supporting documentation ........................................................................................................................ 1
Terminology .............................................................................................................................................. 2
Launching Capture Pro Software .............................................................................................................. 2
Selecting your scanner (non- Network Edition clients) ............................................................................. 3
Quick Start ................................................................................................................................................ 4
Batch Manager dialog box ........................................................................................................................ 5
Creating a new batch ................................................................................................................................ 6
Opening an existing batch ........................................................................................................................ 7
Deleting a batch ........................................................................................................................................ 7
Using a job ................................................................................................................................................ 8
Editing options ........................................................................................................................................ 10
Rotating images ................................................................................................................................. 10
Drawing a region ................................................................................................................................ 11
Cropping images ................................................................................................................................ 11
Blanking out part of an image ............................................................................................................ 12
Attaching pages ................................................................................................................................. 12
Rescanning images ........................................................................................................................... 12
Deleting images ................................................................................................................................. 12
Deleting a range of documents .......................................................................................................... 13
Removing blank images from a batch ............................................................................................... 13
Outputting (processing) your batch .................................................................................................... 15
Clearing errors ................................................................................................................................... 15
The User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Main window ........................................................................................................................................... 17
Menu bar ................................................................................................................................................. 19
File menu ........................................................................................................................................... 19
Setting up your workstation .......................................................................................................... 20
Batch menu ........................................................................................................................................ 21
View menu ......................................................................................................................................... 22
Capture menu .................................................................................................................................... 23
Document menu ................................................................................................................................ 24
Edit menu ........................................................................................................................................... 25
Tools menu ........................................................................................................................................ 26
The Intelligent QC Tool dialog box ................................................................................................ 27
Index menu ........................................................................................................................................ 29
Using Database Lookup ............................................................................................................... 30
Using Double Data Entry ............................................................................................................. 30
Entry Resolution ........................................................................................................................... 32
Help menu .............................................................................................................................................. 33
Toolbars .................................................................................................................................................. 34
Capture toolbar .................................................................................................................................. 34
Batch toolbar ...................................................................................................................................... 34
Document toolbar .............................................................................................................................. 34
View toolbar ....................................................................................................................................... 35
Navigation toolbar .............................................................................................................................. 35
Flag toolbar ........................................................................................................................................ 36
Edit toolbar ......................................................................................................................................... 36
Index toolbar ...................................................................................................................................... 37
Scanner Adjustments Toolbar ............................................................................................................ 37
Keyboard shortcuts ................................................................................................................................. 38
Batch Explorer ........................................................................................................................................ 39
Image Viewer .......................................................................................................................................... 40
Image context-sensitive menu ........................................................................................................... 40
Alaris Capture Pro Software is ideal for imaging, forms processing and
workflow applications, and as a standalone application. It manages one- and
two-sided scanning, indexing and batching in color, black and white, and/or
grayscale. Batches can be easily exported to many popular applications.
Capture Pro Software allows you to fully utilize your scanner capabilities for
maximum productivity. All functions are performed in the software; no special
hardware acceleration is required.
Capture Pro Software is designed for speed, accuracy, and ease-of-use. It
enables optimum scanner throughput and maximum productivity. A high-speed
multi-page display presents the images and optional index data as documents
are scanned. A complete set of icon-based tools is available to simplify
scanning management.
This guide provides the basic steps for creating a new batch, scanning your
documents, editing your scanning images and outputting a batch. In addition, a
description of windows, menus and tools is also described.
The Administrator's Guide for Alaris Capture Pro Software (A-61750) provides
in-depth information regarding job setups, page setups, bar code and OCR
setups, auto import, etc. Refer to the Administrator’s Guide for detailed
Capture Pro setup information.
Supporting In addition to this User’s Guide, the following documentation is also available:
documentation • On-line Help — provides product information including detailed product
setup, details about the user interface and many advanced features. To
locate information in the Help file you can use the table of contents, the
index, or the search feature.
To access Help, press F1, select the Help button on a dialog box or click the
? icon in the top right-hand corner of any window.
• Getting Started Guide — provides simple procedures for getting started
quickly including installing and launching Capture Pro Software. Procedures
are also provided for scanning using the default pre-defined job setups. A
PDF for this guide can be found on the Capture Pro Software DVD.
• Administrator’s Guide — provides detailed information about creating job
setups which will allow users the most efficient means of using Capture Pro
software. Also includes information about page setups, bar codes and patch
codes, auto import and more.
• Release Notes — contain information that may not have been available in
other supporting documentation. To view the Release Notes, go to
www.kodakalaris.com/go/kcsdownloads and select the Capture Pro
Software Upgrade for Version X.X link. The download page contains a link
to the latest Release Notes.
Launching Capture If you are not using the Index Only or Auto Import editions, be sure your
scanner is turned on and is attached properly to the PC. If you purchased an
Pro Software
optional hardware key, make sure it is inserted into a USB port on your
computer.
NOTES:
• Network Edition clients will alert you that they are obtaining a license.
• Capture Pro Software Network Edition clients will perform the initial
synchronization with the Capture Pro Server Software.
2. Select the scanner you have installed on your PC and click OK. The Quick
Start screen will be displayed.
3. Click OK on the Workstation Setup screen.
NOTE: Longer Job names will not fit on the button and will be truncated.
Moving the mouse over the button will display the full Job name. It is
recommended that the first few words of the Job name be unique and
descriptive.
Batch Manager — allows you to open existing document batches, create new
batches or view the status of any existing batch.
Main Menu — displays the Capture Pro Software main screen. You can
manually open or create a new batch, initiate document capture, edit job
setups, edit Users and Groups and perform many system configuration tasks.
Logout — logs out the current user.
Exit — exits the Capture Pro Software.
When you click on a Job tile, a new batch will be created and scanning will
begin as defined by the job setup. After outputting a job, the Quick Start screen
will be redisplayed.
NOTES:
• If you are an experienced user or you do not want to use the Quick Start Job
tiles, you can disable the Quick Start screen by unchecking the Quick Start
View on the Workstation Setup dialog box. To access the Workstation
Setup dialog box, select File>Workstation Setup from the main screen.
• The “Quick Start” icon found in the “View” toolbar may be used to navigate
back to the “Quick Start” screen from the “Main Menu”
• “Quick Start” is disabled for the Index Only or Auto Import editions.
Available jobs — lists all of your job setups. Select a batch from any of these
job setups.
Click to display all the batches in all of the job setups.
Batches of the selected job — displays the Job Name, Batch Name, Time
Created, Batch Status, and Locked By fields for the selected jobs.
Show Options — displays the Show Options dialog box, which allows you to
select what states (i.e., Available, Processing, etc.) to display in the Batch
Status field on the Batch Manager dialog box.
Open — displays the batch that you selected on the list. The Open command
will not open a batch listed as In Use. You must have read/write permission for
the scanned image location to open an existing batch.
New — displays the New Batch dialog box, which allows you to create a new
batch.
Rename — displays the Rename Batch dialog box, which allows you to
rename the selected batch.
Delete — deletes the selected batch. A confirmation box will be displayed to
confirm your deletion.
Output — sends the batch to be processed.
Creating a new batch When you want to scan documents, you need to create a new batch or open
an existing batch to scan the documents into. In most cases your system
administrator has already configured the jobs you will use. These jobs will be
listed in the Batch Manager dialog box.
To create a new batch:
1. Launch Capture Pro Software. The Batch Manager dialog box will be
displayed.
2. Select a job setup from the Job name drop-down list. Your new batch will
be captured and output as defined in this job setup.
3. If applicable, enter a new batch name in the Batch name field. By default,
Capture Pro Software suggests a new batch name based upon the last
batch name created for the job setup. For example, if the last batch name
is Health030, then the new batch name default will be Health031. You will
not be able to enter a value if Enable Job Level batch numbering is
unchecked on Workstation Setup dialog box.
NOTE: For Network Edition clients. When Enable Job Level Batch
Numbering is disabled in Workstation Setup and the batch name
includes <BATCH_COUNTER>, the batch name will say “Set by
System” and cannot be changed.
Deleting a batch Deleting a batch erases both the images and batch subdirectory structure of
the selected batch.
1. Select Batch>Open. The Batch Manager dialog box will be displayed.
Depending on your settings, the batches from all of your job setups will be
displayed.
2. Highlight the batch you want to delete and click Delete. The message, Are
you sure you want to delete the selected batch “XXXXX”? will be
displayed.
3. Click OK.
3. Select the desired job setup from the Job name drop-down box. The Batch
name and Starting document ID are automatically filled in. You may
change these if desired.
5. Place the stack of documents you want to scan in the input tray of your
scanner.
7. When your documents have been scanned, you can perform any
necessary editing options (i.e., remove blank pages, rotate images, crop
images, etc.). See “Editing options” on page 10 for a brief description of
some of the options available.
8. When your batch is how you want it, select Batch>Output. The batch
output task begins and the New Batch screen will be displayed allowing
you to start another scanning session while processing is being done in the
background.
NOTE: For group A and B licenses, a physical scanner must be attached
for Outputting batches. If you need to output a batch without a
scanner attached, then an indexing license can be purchased.
Your scanned images will be delivered to the designated location.
Rotating images Capture Pro Software allows you to automatically rotate your images as they
are being scanned or manually rotate them after they are scanned. Images are
rotated 90, 180 or 270° clockwise.
To manually rotate images in an existing batch:
1. Click on individual (or groups of) images, pages, or documents from the
Batch Explorer list or in the Image Viewer.
Cropping images You can crop an area outside a rectangular region that you create using the
Draw Region tool and using the Crop option.
1. Click on the image in Batch Explorer that you want to crop. The image you
selected will be outlined in red in the Image Viewer.
2. Select Tools>Draw Region.
3. Click and drag the draw region cursor to create a rectangle over the part of
your image that you want to save. Release the cursor; the rectangle is now
green.
4. Select Tools>Crop. The image area outside of the green rectangle will be
deleted and only the selected area will remain in the Image Viewer.
Attaching pages This option allows you to scan extra pages into an existing document.
1. In the Batch Explorer, select the document that is to receive the
attachment.
2. Click Document>Attach Page.
3. Scan the images. The new pages will be displayed at the end of the
selected document.
Rescanning images When reviewing your batch of scanned images, occasionally you may need to
rescan some documents.
2. Enter the beginning number of the document group you want to delete in
the From Document Number field.
3. Enter the ending number of the document group in the To Document
Number field.
4. Click OK.
Removing blank images This option allows you to remove the blank back or front images produced by
from a batch the scanner.
1. Select Batch>Remove Blank Images. The Remove Blank Images Setup
dialog box will be displayed.
2. Enter the beginning document number in the batch where you want to
search for blank images in the Start at document field. The default is the
currently active document.
3. Define the byte-size threshold of the images to be verified in the Show
Black and White images below and Show Color/Grayscale images fields. A
good setting for typical business documents is 3000 bytes in 200 dpi black
and white.
4. Click Check only back sides to remove only the blank back sides of the
images in a batch.
5. Click Pre-select all if all images are candidates for deletion.
Capture Pro Software allows you to output (or process) one batch at a time or
output all available batches at once.
To output the current batch in a job setup:
1. Select Batch>Output.
When your batch is queued for output, the New Batch dialog box will be
displayed allowing you to scan another batch of documents.
NOTE: For group A and B licenses, a physical scanner must be attached
for Outputting batches. If you need to output a batch without a
scanner attached, then an indexing license can be purchased.
2. Click OK to continue scanning images into the new batch. When you
output a batch, it is processed according to the System Output Destination
selected in the Output tab of the Job Setup dialog box. This typically
results in the batch being copied to an output subdirectory path.
To output all available batches in a current job setup:
• Select Batch>Output All. The Batch Manager dialog box will be displayed
where you can select one or more batches to be outputted.
To view the output progress:
• Select Batch>View Batch Output Status. The Capture Pro Batch Process
Status window will be displayed.
This window will update you on the progress of your batches as they are
outputted. When outputting in the background, scanning takes higher
priority. Output will be slowed until scanning is finished.
Clearing errors The Capture Pro Batch Status window provides information on batches that
you are preparing for output from Capture Pro Software.
To view the Batch Status window:
• Select Batch>View Batch Output Status.
8 Information tab — when you click the Information tab (located on the
right-hand side of the Main window) the Information window is displayed
which provides detailed statistics on the batch, document, page and
image.
Setting up your workstation When you select File>Workstation Setup, the Workstation Setup screen is
displayed. From this screen you can setup the workstation information and
choose the scanner you want to use.
Delete to End of Document — allows you to delete the selected image and
all subsequent images of a document. This command removes images from
your hard drive. You cannot undo this function.
Go to Document — allows you to select to go to the first, last, next or previous
document in the batch, or you can select a Document Number to go to a
specific document within a batch.
Go to Image — opens the Go to Image dialog box, which allows you to
navigate to a specific image in the current document. Keyboard shortcut: I.
The Intelligent QC Tool dialog Selecting the Intelligent QC icon in the Edit toolbar, will launch the Intelligent
box QC Tool. All selected images will be available for review and processing. If no
images have been selected, all flagged images will be available. The
Intelligent QC tool may also be launched by right clicking on an image in the
Image Viewer or Batch Explorer and selecting Intelligent QC in the selection
list.
The Intelligent QC tool is not available while scanning, rescanning or when
Auto Import is actively monitoring the Hot Folder for image files.
The second index operator will not see the values entered by the first index
operator.
If the value entered by the second index operator matches the first value, no
action is required and indexing continues.
If the first and second values do not match, the Entry Resolution dialog box will
be displayed and the correct entry is selected by the operator.
NOTES:
• If the scanning operator is also entering the first set of index values they will
need to select Index>Index1 followed immediately by selecting
Index>Index2 when scanning and the first index operation is complete.
• The comparison of the Index1 and Index2 values is case sensitive. For
example "UPPER CASE" is not a match to "Upper Case". Also leading
zeros are significant. For example, the value 123 is not a match to 0123.
• Double Entry index fields will have all leading and trailing white space
removed before the value is saved.
For example, if the value “ Shipment “ is entered, the value is saved as
“Shipment”. This means that if Index1 is entered as “ Shipment” and
Index2 is entered as “Shipment “ the values will be a match.
• Enter a new value in the New Entry field is neither entry is correct.
• Cancel and close the Entry Resolution dialog box if they do not want to
make a choice. If the decision is made to not resolve the mismatched index
value on one or more required index fields, the following message will be
displayed if an attempt is made to output the batch, One or more index
fields require Double Entry. You may not output the batch at this time.
Do you wish to enter Index Mode?
If none of the Double Entry fields are required, the Entry Resolution dialog
box will be displayed on output. All Double Entry index fields with entry
mismatches must be resolved before output.
NOTES:
• If a Double Entry field is not a required field then one or both of the index
entries may be left blank and the Entry Resolution dialog box will not be
displayed; there will be no error on output.
• If both Double Entry values are entered and do not match, the operator must
make a selection on the Entry Resolution dialog box before output.
• An index field enabled for Double Entry may not be used to perform a
Database Lookup or be a field verified or populated by Database Lookup.
Page Setup name — select a page setup name from the drop-down list that
best fits the job you are scanning.
New batch — displays the New Batch dialog box, which allows
you to create a new batch.
Open batch — displays the Batch Manager dialog box, which
allows you to open an existing batch.
Zoom Out— zooms out on all the images in the Image Viewer.
Scanner Adjustments The Scanner Adjustments Toolbar allows you to change the following scanning
Toolbar options directly from the Capture Pro Software Main window:
NOTES:
• The Scanner Adjustments Toolbar is only available and can only be used
with Kodak or Alaris Scanners.
• Any changes made to the settings are temporary and will not modify the
currently selected Page Setup that is being used for scanning.
• When a change is made to one of the settings on the toolbar, the setting will
be highlighted in yellow to indicate that a change has been made.
Keyboard shortcuts This section lists common keyboard shortcuts. Where available, the keyboard
shortcuts are shown on the menu item for the function.
+ Zoom in image display
- Zoom out image display
1, 2, 4, 8 Allows you to change the image display between 1, 2, 4 or 8
images
C Flag tool
E Edit index fields (enter Indexing Mode)
Enter New Document
F Fit image display size to the Image Viewer (best fit)
F1 Display on-line Help
F2 Display the Page Setup list (to select a different scanner settings
profile)
F3 Open a batch
F4 Attach a page to the current document
F5 Display the Page Setup dialog box
F6 Stop scanning
F7 Start scanning
F8 Delete the selected document
F9 Move to Next document in indexing mode
F10 Move to Previous document in indexing mode
F11 Move to Next Invalid document in indexing mode
F12 Save index values and exit Indexing mode
I Go to image
J Display the Job Setup dialog box
O Output the current batch and automatically displays the New Batch
dialog box
P Pan images
M Magnify tool (manual zoom tool)
R Rescan pages
S Selector tool (select images for post scan editing or for moving
images / pages)
Z Draw region
To delete an image:
1. Select an image.
2. Select Edit>Delete. The image will be deleted from the document.
NOTE: If you select Customize the Custom Layout Setup dialog box will
be displayed allowing you to enter the desired number of columns
and rows you want to display.
Image context-sensitive When you right-click on an image in the Image Viewer, a menu provides the
menu following options:
Selection Mode — select Image, Page, or Page Side.
• If you select Image, you can click on an image in the Image Viewer and just
the image will be selected.
• If you select Page, you can click on the image and the entire page, front and
back, black and white and color/grayscale, will be selected.
• If you are scanning multiple images for a side (dual-stream scanning), when
you select Page Side, and click on a front image, all front images will be
selected. If you click on a back image, all back images will be selected.
To magnify a thumbnail:
• Left-click on the image and hold it. You can move the magnified area by
continuing to hold.
Thumbnail Viewer When you right-click on a thumbnail image, the following menu options will be
context-sensitive menu displayed:
Front or Back — hides all the front or back thumbnails.
Black and White, Grayscale, or Color — hides all the black and white,
grayscale, or color thumbnails.
Thumbnail Image Size —- the Thumbnail Image Size Setup dialog box will be
displayed, allowing you to change the image size.
Intelligent QC tool Selecting the Intelligent QC tool from the Edit toolbar will launch the Intelligent
QC tool. All selected images will be available for review and processing. If no
images have been selected, all flagged images will be available. The
Intelligent QC tool may also be launched by right-clicking on an image in the
Image Viewer or Batch Explorer and selecting Intelligent QC in the selection
list.
NOTE: The Intelligent QC tool is not available while scanning, rescanning or
when Auto Import is actively monitoring the Hot Folder for image files.
When selecting the Intelligent QC tool, the first image will be displayed in the
left image panel. The left image panel will display the image as it would look if
no additional image processing is applied. The right image panel will display
what the image would look like after image processing is applied.
Index window For your convenience, the Index window on the right side of the Image Viewer
displays the index data for each batch and document that has indexes defined.
It is available as a pull-out tab on the right-hand side of the screen. The index
data can be either shown briefly (hover over the tab stop) or optionally pinned
to the Image Display to continuously view the index fields for all of your images
as they are being scanned into Capture Pro Software. You can use this feature
to view the index fields for a particular document or the entire batch and make
any necessary corrections to the content within each field.
Information in this window can be displayed for the batch, each document,
each page, or each image. Image information includes the image sequence
number, page ID, location on disk, compression, resolution, image size, and
print string.
To open the Information window:
1. Highlight an image, page or document from the Batch Explorer, or highlight
an image from the Image Viewer.
2. Click the Information window on the right side of the Image Viewer. To keep
the window from closing, click the Pin icon once in the top-right corner of
the window.
Status bar The Capture Pro Software status bar provides information about the current
batch, the current document, free disk space and if image viewing filters are on
or off. The status bar is located at the bottom of the screen and may be toggled
on and off by checking/unchecking Status bar from the View menu or using
the shortcut Ctrl + S.
The status bar will display the free disk space in M bytes, the number of
documents, pages and images in the currently open batch, the number of
images in the document currently shown in the Image Viewer window and the
status of the Image Filters.
If the Image Filter is on, this indicates that image types such as “image backs”
or “grayscale images” are not being shown as selected menu item
View>Image Viewer Filter.
The size of the images within the viewers can be set as required. The Image
Viewer can be set to a fixed size or remain at the Best Fit default which
displays the images at the best size for the screen.
The toolbars and image windows can be moved or hidden as desired. Capture
Pro Software remembers the settings for each job when exiting the job. This
means different jobs can be displayed the way you want each job displayed. At
any time you can select View>Layout>Classic (or Enhanced) and reset the
screen back to the default layout.
If you are using the Classic layout and want to add a window from the
Enhanced layout, display the View menu and select a window (i.e., Batch
Explorer, Index window). The additional window will be displayed in the Classic
layout.
Occasionally you may encounter a situation with Capture Pro Software. Use
the chart below as a guide to check possible solutions to help you resolve the
situation before calling Technical Support.
Technical support Support for Capture Pro Software can be found on the Alaris website:
www.kodakalaris.com/go/CaptureProSupport. The support pages provide
product-specific information such as access to product upgrade downloads,
drivers, accessories and access to the FAQs (Frequently Asked Questions)
and details of the support options available for Capture Pro Software available
in your country/region.
Problem solving Following is a list of messages and corrective actions you can take if one of the
following messages is encountered.
Question: If I have both Capture Pro Software and Smart Touch installed on
my PC, how can I configure my PC so that Capture Pro Software is always
used when a scanner button is pressed.
Answer: Follow the procedure below:
1. Login as an administrator.
2. Exit Smart Touch and uncheck Run application at Windows startup.
3. Launch Capture Pro Software.
4. Log off the administrator account.
5. Login as a non-administrator account.
NOTE: The same steps will work if you have Capture Desktop installed
instead of Capture Pro Software.
Question: How does configuring the scanner button from the Properties dialog
box differ from configuring the button from the system tray?
Answer: Each serves a different purpose. When using the scanner’s
Properties dialog box you are instructing the PC which application to activate
when the scanner’s button is pressed. The application activated can depend
on the scanner button number displayed on the scanner.
When using the system tray (by right-clicking on the application icon displayed
in the system tray) to configure the button setup for the application, you are
instructing the application what operation to perform when the button is
pressed (e.g., Scan to PDF, Scan to email, etc.). The operation performed
depends on the button number displayed on the scanner.
Question: Why is the scanner Properties Event dialog box displayed when I
press the scanner button?
Answer: The operating system displays this dialog box when the button is
pressed and none of the Alaris applications are running. Select an application
listed in the dialog box to associate the scanner button to that application.
Document index — the document index links search fields (up to 10 search
fields) with the document number of each document. The document index can
be built manually or automatically with bar codes, OCR values or default
values.
Output — the processing of the scanned images and delivering them, with any
index data, to the next stage in the document’s lifecycle. Other software
applications may call this the Release process whereby the scanned
documents are “released” to the next step.
Page — a page in paper form is part of a paper document. A page can
produce one image (single-sided page), two images (double-sided page), or
four images (both color and black and white) after scanning. An electronic
page associates all the images produced when the paper page was scanned.
Side — one page has two sides, front and rear. With single-sided pages, the
rear is blank.
Depending on where you are working in Capture Pro Software the following
shortcuts are available:
• F1-Help is available everywhere in Capture Pro Software.
Pan Right
Pan Down
Pan Left