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Skyward SkyScan v3.4 Install Guide

Skyward SkyScan v3.4 Install Guide...09.13.2019 Page 11 of 20 Configure SkyScan Client Settings 1. The SkyScan System Tray Menu is opened by right clicking on the Skyward icon in the

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Page 1: Skyward SkyScan v3.4 Install Guide...09.13.2019 Page 11 of 20 Configure SkyScan Client Settings 1. The SkyScan System Tray Menu is opened by right clicking on the Skyward icon in the

Skyward SkyScan v3.4 Install Guide

Page 2: Skyward SkyScan v3.4 Install Guide...09.13.2019 Page 11 of 20 Configure SkyScan Client Settings 1. The SkyScan System Tray Menu is opened by right clicking on the Skyward icon in the

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Table of Contents

GENERAL INFO ............................................................................................................................................................................... 3

WHAT IS SKYSCAN? ......................................................................................................................................................................... 3 WHAT IS NEEDED TO USE SKYSCAN? ............................................................................................................................................... 3 WHAT IS INCLUDED IN SKYSCAN? ................................................................................................................................................... 3 HOW DOES SKYSCAN PROCESS? ...................................................................................................................................................... 3 IS AN OLDER SKYSCAN CLIENT ALREADY INSTALLED ON THE SCANNER’S WORKSTATION(S)? ........................................................ 3

UNINSTALL OLDER SKYSCAN CLIENT ................................................................................................................................... 4

INSTALL THE SKYSCAN CLIENT............................................................................................................................................... 6

CONFIGURE SKYSCAN CLIENT SETTINGS .......................................................................................................................... 11

SUPPORTED WEB BROWSERS .................................................................................................................................................. 12

CONFIGURE BROWSER OPTIONS AND TEST SKYSCAN .................................................................................................. 12

INTERNET EXPLORER HTTPS SECURITY SETTINGS ....................................................................................................................... 12 FIREFOX SECURITY EXCEPTION SETTINGS ..................................................................................................................................... 13 MICROSOFT EDGE ENABLE INTRANET SETTING TO ALLOW USE OF LOCALHOST ............................................................................. 15 CHROME 58 OR HIGHER SET PRIVACY SETTING FOR LOCALHOST .................................................................................................... 16

TESTING THE SKYSCAN FILE UPLOAD IN SKYWARD ..................................................................................................... 17

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General Info

What is SkyScan?

The SkyScan Client software allows you to Scan attachments directly into the SMS 2.0 Web

Products. SkyScan v3.31 supports TLS 1.1 / 1.2 and became available in 11.7-June 2019 Release

Addendum 2. SkyScan v3.4 includes updates for Windows 10 computers using scanner twain driver.

What is needed to use SkyScan?

• A scanner is needed; example Scantron or Canon CanoScan.

• SkyScan requires Microsoft Full Versions of .NET Framework 4.5+

• SkyScan is a Windows Only Plugin and is supported on Windows 7 SP1 or newer (32-bit and 64-

bit)

• SkyScan requires the scanner to be TWAIN compatible and/or have Windows Image Acquisition

Drivers (WIA) and be included in the Windows Scanners list on the workstation to function.

What is included in SkyScan?

• SkyScan includes a Workstation Client named SkyScan.exe and a Windows Service named

SkyScan.Service.exe

How Does SkyScan Process?

• SkyScan will run a small web server on the user’s computer at the port specified by the

configuration option, SkyScan.Service.Httpserver.

• When the web server receives specific requests from the Skyward Web product it knows to

attempt the scanning of a document and delivers the result of that scan back to the Skyward Web

product.

Is an Older SkyScan client already installed on the scanner’s workstation(s)?

• If an older SkyScan Client is installed on the scanner’s workstation, it will have to be uninstalled

prior to running the SkyScan v3.4 Client Installer.

• The SkyScan https parameter is a part of the skyscan.service.exe.config file located in the

c:\skyward\skyscan folder.

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Uninstall Older SkyScan Client

Notes:

• Follow the steps in this section if an older SkyScan Client is installed on the workstation.

• The local administrator of the workstation needs to be logged in to the workstation for a successful

uninstall.

1. Navigate to Control Panel on the local workstation

2. Click Programs and Features

3. Highlight Skyward SkyScan Client in the Program list. Click Uninstall at the top of the listing.

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4. Choose Next.

5. Choose Finish.

6. Delete the C:\skyward\skyscan folder if it still exists after the uninstall process completes.

7. Reboot the workstation.

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Install the SkyScan Client

Notes:

• Log into workstation as the local administrator of the workstation for a successful install process.

1. Navigate to Product Setup\System Administration\Document Management\Document Viewer

(PS\SA\DM\DV) and choose the Test File Uploading button.

2. Download the ‘SkyScan Workstation Installer.exe’ by clicking on ‘Download installer for SkyScan

Client for scanning images’ link

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3. Save to the desktop of the workstation.

4. Double click on SkyScan v3.4 Workstation Install.exe. → Next.

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5. The Installation Drive window displays → Choose the local drive letter of the workstation → The

drop-down list box will indicate what drive letters are available on this workstation → Next.

6. The Ready to Install window will display → Next.

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7. An Installing SkyScan status screen will display. → The Install will detect 32-bit or 64-bit OS.

8. If .Net Framework needs to be installed, that status screen will display.

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9. Once the SkyScan Client software has been installed the Installation Successful screen will display →

Finish.

10. A log file has been created in the ?:\skyward\SkyScan folder on each workstation that the Skyward

SkyScan Install.exe is run on. The log file name is SkyScan Setup Log.txt. → The client SkyScan.exe is

started and will be displayed in the System Tray.

The install automatically adds the SkyScan.exe application to the Run registry key so it will start at Startup

of the workstation.

Note:

• HKML\Software\Microsoft\Windows\Current Version\Run or

HKLM\Software\Wow6232Node\Microsoft\Windows\CurrentVersion\Run keys are adjusted.

The install creates a Windows Service named SkyScan.Service.exe and sets it to automatically start.

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Configure SkyScan Client Settings

1. The SkyScan System Tray Menu is opened by right clicking on the Skyward icon in the System Tray

> Choose Properties.

Note: With this menu you can choose which scanner drivers to use while scanning via Skyward Web.

Skyward recommends using TWAIN drivers. Install the current twain drivers for the scanner connected to

the workstation.

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Supported Web Browsers

• Google Chrome, Firefox, Internet Explorer, Microsoft Edge will function with SkySerial v3

Client.

• Please contact Skyward IT Services at 1.800.236.0001 to ask for assistance, if needed.

Configure Browser Options and Test SkyScan

Internet Explorer HTTPS Security Settings

1. Open Internet Explorer and go to Tools → Internet Options → Security tab → Trusted sites →

Sites button

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2. In Add this website to the zone: field, type https://localhost → Add button → Close.

Note: You can remove http://localhost if this is an upgrade to SkyScan Client v3.

Firefox Security Exception Settings

1. Open Firefox > In Address bar add https://localhost:3002/test > This should return a “Test

Successful” message. If the Test is successful you are done with this section.

2. If the test was NOT successful, a page like the one below will display.

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3. Add the site as a permanent exception > Choose Advanced > Add Exception.

4. Add security exception > Edit Location field to https://localhost:3002 > Click Get Certificate >

Check box labeled Permanently store this exception > Choose Confirm Security Exception > Test

successful should now display.

5. Test successful should now display.

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Microsoft Edge enable Intranet setting to allow use of localhost

1. Open a command window as a local administrator. → Search for Command on local workstation →

Right click and Run as Administrator.

2. Type CheckNetIsolation LoopbackExempt -a -n=”Microsoft.MicrosoftEdge_8wekyb3d8bbwe” at the

command prompt → Enter

3. An ‘OK’ result will display. Edge browser does not need to be restarted and now allows use of

https://localhost

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Chrome 58 or higher set Privacy setting for localhost

1. Start Chrome → Type https://localhost:3002/test in address bar → Enter

2. A page will display stating the connection is not private. → Click Advanced on bottom left corner of

page.

3. Choose Proceed to localhost (unsafe) link at bottom left corner of page.

4. A Test Successful message will display once localhost has been updated to trusted sites in Chrome.

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Testing the SkyScan File Upload in Skyward

• Verify that SkyScan is started. It will be running in the System Tray on the workstation.

• There will also be a Windows Service named SkyScan. It should be in Started status.

• Verify that the physical scanner is properly installed on the workstation.

1. Log into Web URL and navigate to PS\SA\DM\DS – Document Setup.

2. Check the Maximum Attachment size area settings and allow a large enough size for scanned items.

3. Enable ‘Allow users to upload files directly from scanner (requires SkyScan client) → Save.

4. Navigate to PS\SA\DM\DV – Document Viewer.

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5. Click Test File Uploading button

6. Click Use Scanner button.

7. Select Scan as PDF or Scan as Image button.

Note: If a message displays ‘Scanning will only work if you have a scanner installed and the SkyScan

Service Running’, verify that SkyScan Windows Service is started.

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8. Select the ‘scanner device’ → OK.

9. Select the scanning options available from the installed scanner.

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10. The scanned file has been uploaded and can be Viewed and/or Saved to the Skyward database. →

View the file to make sure it would look ok to Save to the database. You can choose to not save the file as

this is a test.