How to set up a Scanning Station

Setting up the Scan Device 1. Log into the ImageNow client. Go to Settings>Options. 2. Under “Scanning Profiles” click “Manage Device List.” 3. When the “Device Manager” opens click “Add.”

4. Select Kofax or Pixel (please refer your CaptureNow license if you are not sure

which one) and click Next.

Click here

5. Select which scanner you are using from the dropdown list then click Next.

Note: The list of scanners is pulled from the list in your Control Panel – KSM (32-bit) (Kofax Source Manager – shown below.) Typically you would have been prompted to set this up when you installed your scanner/SCSI card, but if nothing is shown, you will need to Create the source.

6. Your license has most likely already been entered during the upgrade and this screen will just notify you how many seats you have remaining. If there are seats remaining click Next. If there are no seats remaining, or 0 licenses left, this means you either need to purchase another license (you must have a license for every scanner, in every environment) or the license has not been entered, do so now by clicking “Enter License” then click Next.

7. Enter a name for the scanner and click Next.

8. You have successfully added the device, click Finished.

9. You will see the scanner listed in your “Device Manager” if it has been created

correctly.

Setting up the Scanning Profiles

1. Log into the ImageNow client. Go to Settings>Options. 2. Under “Scanning Profiles” click “Manage Profile List.” 3. When the “Scanning Profile Manager” opens click “Add.”

4. Name your scanning profile according to what you had in your previous version. Note: If you have filled out the Hardware Worksheet, recreate these profiles using that as a guide. If you did not fill out the Hardware Worksheet, you need to either consult your inscan.ini from your previous version (Scanning Profiles are listed under “Scanner Profiles” in this file.) or log into your old version of ImageNow to view the settings.

Click here

5. Click on the “Properties Tab” and fill out the form according to your Hardware Worksheet. If you do not have a Hardware Worksheet, typical settings are shown below in the screen shot.

6. The setting on the “Advanced Tab” will depend on whether or not you have Image Processing. If you do you will see the screen on the right and can click any setting you use. Typically this would be things like “Barcodes,” “Patchcodes,” “Despeckle” and “Deskew.” If you double click on the actual word, you will open the specific settings for each option. If you do not have Image Processing, you will see the screen on the left, and typically no changes need to be made.

No Image Processing With Image Processing

Note: This is what it looks like when you double-click on “Barcode Detection.”

Note: This is what it looks like when you double-click on “Deskew.”

7. The “Options” tab is where deletion thresholds are set. Typically, nothing should

be changed in the “Front Page” section. If you are scanning using the duplex option (double-sided sheets), the “Blank Page Detection (threshold)” setting in the “Back Page” section should be set typically between 2000-6000. Check your old settings.

8. Once you have edited all the settings you like, click “Ok” and your Scanning Profile is complete. You will now see it listed. Repeat these instructions for each Scanning Profile that needs to be recreated.

Importing the Capture Profiles Note: Have your pre5.4 inscan.ini file saved somewhere on your machine. 1. Log into the ImageNow client. Go to Settings>Options. 2. Under “Capture Profiles” click “Manage Profile List.” 3. When the “Capture Profiles” screen opens click “Import.”

4. Next to source, click the dropdown list and choose “ImageNow Capture Profile

(pre5.4).”

Click here

5. Next to location, click the browse button, and browse to where your inscan.ini file is located (typically C:\Program Files\ImageNow.) Click open.

6. Once you have browsed to the correct location of the inscan.ini, click Next.

8. The Capture Profiles will be listed as shown below. Click the checkbox next to each Profile that you want to import.

8. Once you have selected the Capture Profiles you would like to import, select the corresponding Scanning Profile (created previously) from the drop down list next to the Source (appears as “<None>” until you click on it.) Click Finish.

9. All the Capture Profiles will import and be shown in the list (as shown below). “Import from disk – Single,” “Import from disk – Batch,” and “ImageNow Printer” are default Capture Profiles, these are typically deleted to avoid confusion. Please keep in mind that Barcodes/Patchcodes and most checkboxes within a Capture Profile will need to be checked, as they do not import.

If you have any problems, please contact the Product Upgrade Engineer that performed your upgrade.