PaperStream Capture Pro Installation Guide

Transcription

1 PaperStream Capture Pro Installation Guide

2 PaperStream Capture PFU Limited. PaperStream IP PFU Limited. Portions of PaperStream Capture were created using the following third-party software components: Nuance PDF Engine. Nuance and the Nuance logo are trademarks and/or registered trademarks of Nuance Communications, Inc. and/or its affiliates in the United States and/or other countries. Foxit PDF SDK, 2014 Foxit Corporation, all rights reserved. ABBYY FineReader Engine 2013 ABBYY Production LLC. ABBYY and FineReader are trademarks of ABBYY Software, Ltd. which may be registered in some jurisdictions. PixTools RunTime 2007 EMC Corporation. libtiff Sam Leffler, Silicon Graphics, Inc. Apache log4net Apache Software Foundation. Apache DotCMIS Apache Software Foundation. Intel JPEG Library Intel Corporation. 2

3 Table of Contents Installation Guide... 1 Preface... 1 Getting Assistance... 1 Overview... 2 Supported Operating Systems... 3 System Requirements... 4 Installing PaperStream Capture Pro... 5 Installation Environment... 6 Installation Items and Flow... 8 Standalone Installation Multiple Station Installation Multiple Station Installation Steps How to Change Application Settings Licensing Removing PaperStream Capture Pro Profile Import and Export Importing an Operational Environment Exporting an Operational Environment Upgrading PaperStream Capture to PaperStream Capture Pro Backup Locations for PaperStream Capture Profiles Revert to PaperStream Capture from PaperStream Capture Pro Comparison Between PaperStream Capture Profiles and PaperStream Capture Pro Profiles License Management Activating a Software License Multiple Machines Activating a License at a Later Time Activating a License on Multiple Machines Deactivating a Software License Remove PaperStream Capture Pro Administrator Tool i

4 Table of Contents Deactivation Application Using PaperStream Capture without a License Evaluation Mode Activating a License with No Internet Access Evaluation Expired License Code Activate Buy Exit Application License Utility License Data File Location Activate Close ii

5 Installation Guide Preface This guide provides the information you need to install PaperStream Capture Pro and activate the product license. Getting Assistance The PaperStream Capture Pro website is regularly updated with the latest information about PaperStream Capture Pro. Go to 1

6 Installation Guide Overview PaperStream Capture Pro is an easy-to-use document capture application. PaperStream Capture Pro uses the well-known concept of a profile, which contains a collection of all parameters associated with scanning a batch of documents. Our comprehensive profile enables a user to initiate and complete all operations associated with capturing a batch of documents with one click. The following links give you information about installing PaperStream Capture Pro, activating a product license and removing PaperStream Capture Pro. Supported Operating System System Requirements License Management Removing PaperStream Capture 2

7 PaperStream Capture Installation Guide Supported Operating Systems Refer to the following table for details about the operating system versions that PaperStream Capture Pro supports. For each operating system version, the table lists the supported Internet Information Service (IIS) versions, the maximum number of connected workstations, and whether the operating system can be used as a storage server. Operating Systems (English, French and Spanish versions) Windows 7 Home Premium Windows 7 Professional Windows 7 Enterprise Windows 7 Ultimate (32-bit/64-bit) (Service Pack 1 or later) IIS Version Max No. Connected Workstations Storage Server OK Windows 8.1 Windows 8.1 Pro Windows 8.1 Enterprise Windows 8.1 Update1 Windows 8.1 Pro Update1 Windows 8.1 Enterprise Update1 (32-bit/64-bit) Windows 10 Education Windows 10 Home Windows 10 Pro Windows 10 Enterprise (32-bit/64-bit) OK 10 7 OK Windows Server 2008 R2 Standard (64-bit) OK Windows Server 2012 Standard Windows Server 2012 R2 Standard Windows Server 2012 R2 Standard with Update (64-bit) OK 3

8 Installation Guide System Requirements The following lists the minimum recommended hardware and operating system requirements to support scanner performance. CPU Memory Operating System Minimum requirement: Intel Core2Duo E GHz 2 GB Windows 7 Professional 32-bit Recommended requirement: Intel Core i5 2.5GHz or more 4 GB or more Windows 7 Professional 64-bit Note the following: PaperStream Capture Pro cannot be installed directly under a drive such as C:\ and D:\. If PaperStream IP is already installed, it is overwritten. Otherwise it is installed at the same time. When PaperStream Capture Pro is removed, the pre-installed PaperStream IP is kept. If PaperStream Capture is already installed, original profiles are converted to Pro version s profiles and original profiles are backed up under C:\ProgramData\PaperStreamCapture\InboxBackup. When you return back to PaperStream Capture, you can use these profiles. 2D Barcode option will be installed if not detected on the machine. When PaperStream Capture Pro is removed, the pre-installed 2D Barcode option is kept. 4

9 PaperStream Capture Installation Guide Installing PaperStream Capture Pro To perform a new installation, download PaperStream Capture Pro from the PaperStream Capture download web page to a local hard drive. Installation Environment Installation Items and Flow Standalone Installation Multiple Station Installation How to Change Application Settings Licensing Removing PaperStream Capture Pro Profile Import and Export Upgrading PaperStream Capture to PaperStream Capture Pro 5

10 Installation Guide Installation Environment When the installer is launched, it will detect the default system language as either English, Spanish, or French (Canada) and will install the proper version of the application. However, the selection can be overridden, for instance you can install Spanish version of the PaperStream Capture Pro on the English version of the Operating system. If you have a previous installation of PaperStream IP, Software Operation Panel or both, refer to the figure below and follow the instructions. If you have a previous installation of PaperStream IP and PaperStream Capture, refer to the figure below and follow the instructions.

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12 Installation Guide Installation Items and Flow The following lists the installation items and the order in which they are installed. Installation flow: 1. Install.Net Framework 4.5. If.Net Framework 4.5 is not installed in your computer before you install PaperStream Capture Pro, the following PaperStream Capture Setup message will appear. 2. Install PaperStream Capture Pro. 3. Install PaperStream IP. 4. Install Software Operation Panel. 5. Install Internet Information Service and Storage Server. These 2 items are installed regardless of whether you select Use as storage server. After you install PaperStream Capture Pro, you can confirm that these items are installed. On the Start menu, click Control Panel and then click System and Security, Administrative Tool, Internet Information Services (IIS) Manager (on Windows 7(R)) If you select Use as storage server, this storage server is started automatically. 8

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14 Installation Guide Standalone Installation Perform a standalone installation if you plan to use one computer for all PaperStream Capture Pro tasks such as administration, scan, index, and batch management. After you complete the installation, when you launch the application you will be prompted with options to either enter a license code to access full functionality or select the Evaluation option to use a temporary trial license for 30 days or 200 batches. To install PaperStream Capture: 1. Close all applications on your computer and ensure that you are logged in as a user with administrator rights. 2. Start the installer by double-clicking the PaperStream Capture Pro setup file. The PaperStream Capture Pro installer window appears. 3. Follow the instructions on your screen to install the software. Read each one carefully before proceeding to the next step. Note At some point in the installation process, you may have to restart your computer and log in again with the same user account. 10

15 PaperStream Capture Installation Guide 4. Activate PaperStream Capture Pro. Refer to License Management for more information. 5. Go to Start > All Programs > PaperStream Capture > Administrator Tool (on Windows(R) 7). 6. Click General. 7. Enter the Work folder location and then click Save. This is batch storage location. 8. Click Station. 9. Ensure that the Single station operation. No storage server used. option is selected. Note Change the Administrator Tool settings for each workstation. 11

16 Installation Guide Multiple Station Installation Perform a multiple station installation if you plan to use multiple computers for each PaperStream Capture Pro task such as administration, scan, index, and release separately. After you complete the installation, you can set the license to evaluation mode to use full functionality. Note You need to confirm Multiple Station s configuration following the table below before you start install. If you need to use 8 or more stations, contact Fujitsu support at us.fujitsu.com/fcpasolutions/contactus. Operating Systems Windows 7 Home Premium Windows 7 Professional Windows 7 Enterprise Windows 7 Ultimate (32-bit/64-bit) (Service Pack 1 or later) IIS Version Max No. Connected Workstations Storage Server OK Windows 8.1 Windows 8.1 Pro Windows 8.1 Enterprise Windows 8.1 Update1 Windows 8.1 Pro Update1 Windows 8.1 Enterprise Update1 (32-bit/64-bit) Windows 10 Education Windows 10 Home Windows 10 Pro Windows 10 Enterprise (32-bit/64-bit) OK 10 7 OK Windows Server 2008 R2 Standard (64-bit) OK Windows Server 2012 Standard Windows Server 2012 R2 Standard Windows Server 2012 R2 Standard with Update (64-bit) OK 12

17 PaperStream Capture Installation Guide Multiple Station Installation Steps To install PaperStream Capture Pro on multiple stations: 1. Close all applications on your computer and ensure that you are logged in as a user with administrator rights. 2. Start the installer by double-clicking the PaperStream Capture Pro setup file. The PaperStream Capture Pro installer window appears. 3. Do one of the following: Select Multi-station operation. This is the storage server if you plan to manage batches on the installation computer. Select Multi-station operation. This is the workstation if you plan to install as Station and refer to batches in the storage server from this computer. Note You must restart your computer and log on again with the same user account if you have to uninstall and reinstall the application. 4. Follow the instructions on your screen to install the software. Read each one carefully before proceeding to the next step. 5. Activate PaperStream Capture Pro. Refer to License Management for more information. 6. Go to Start > All Programs > PaperStream Capture > Administrator Tool (on Windows(R) 7). 7. Click General. 8. Enter the Work folder location and click Save. This is the batch storage location. 9. Do the following: For Release Service, click Start. This enables you to release batches to the back end. For Storage firewall, click Open to open the storage firewall as needed. In some cases, you may need to open the storage server firewall to give other stations access to the storage server. 10. Click Station. 11. Under Storage Server, select Multiple-station operation. Storage server address below. 12. In the Server Address box, enter the storage server s IP address or the storage server s name. Note Change the Administrator Tool settings for each workstation. 13

18 Installation Guide How to Change Application Settings After installing PaperStream Capture Pro, there are a few settings that you should become familiar with and change if desired. To change the logo: 1. On the PaperStream Capture Menu, click Administrator Tool. 2. On the Administrator Tool panel, click General. 3. Next to the Logo Image box, click Browse. 4. Browse to the image that you want to upload and then click Open. The file path to the image displays in the Logo Image box. 5. Click Save. To set password protection: When you set password protection, the Enter password box will appear for Configure Profiles and Administrator Tool. 1. On the PaperStream Capture Menu, click Administrator Tool and then click General. 2. Under Password Lock, select Use password. 3. Enter the password you want to use in the Password and Confirm boxes. 4. Click Save. Tip Write down your password and keep it in a safe place. If you forget your password, contact the support center. To hide sample profiles: PaperStream Capture includes 3 sample profiles. You can display or hide these profiles. 1. On the PaperStream Capture Menu, click Administrator Tool and then click General. 2. Select Display Sample Profiles to show the sample profiles. Clear the selection to hide the sample profiles. To show confirmation messages: When releasing batches, a message box displays that requires a confirmation to continue. You can choose to show or suppress these messages. 1. On the PaperStream Capture Menu, click Administrator Tool and then click General. 2. Select Show confirming message to show the confirming message. Clear the selection to suppress the confirming message. To use the scanner button to start scanning: 1. On the PaperStream Capture Menu, click Administrator Tool and then click Usability. 2. In Event Settings for scanner button, click an Event arrow to see more options: 14

19 PaperStream Capture Installation Guide Scan Send to 4. In the Document Profile list, choose the profile that you want to use for scanning. 5. Click Save. 6. On the Start menu, click Devices and Printers. 7. Right-click your scanner and select Properties. 8. On the Events tab, under Actions, select Start this program. 9. Select PaperStream Capture from the list. 10. Click OK. To show the next batch automatically: 1. On the PaperStream Capture Menu, click Administrator Tool and then click Station. 2. Select Show next batch automatically. Clear the selection to not show the next batch automatically. If you do not show the next batch, you must go to Batch Manager to select the batch that you want to process. 15

20 Installation Guide Licensing After you complete the installation and start PaperStream Capture Pro, the Welcome to PaperStream Capture Pro screen appears. Follow the instructions to continue. Refer to the figure below. Note If you have a Software license or a QC/Index Station Software license, input the license code to activate. For the Import Software license, input the code in the Administrator Tool.

21 PaperStream Capture Installation Guide Removing PaperStream Capture Pro Use the procedure below to remove PaperStream Capture Pro from your computer. If you activated a license, removing PaperStream Capture Pro will automatically deactivate it. To remove PaperStream Capture Pro: 1. In Control Panel, click Programs and Features. 2. On the list of currently installed programs, right-click PaperStream Capture. 3. Click Uninstall. 4. Click Yes in the confirmation prompt. 5. When you are notified that the uninstall process is complete, click Finish. 6. Restart the computer. Note the following: If PaperStream IP is already installed, it is overwritten. Otherwise it is installed at the same time. When PaperStream Capture Pro is removed, the pre-installed PaperStream IP is kept. If 2D Barcode option is installed, it is not installed. Otherwise it is installed at the same time. When PaperStream Capture Pro is removed, the pre-installed 2D Barcode option is kept. 17

22 Installation Guide Profile Import and Export If you want to back up and restore profiles or move profiles from one computer to another, you can use PaperStream Capture Pro's Importer and Exporter tools. You can access the Importer by clicking Start > All Programs > PaperStream Capture > Tools > Importer. You can access the Exporter by clicking Start > All Programs > PaperStream Capture > Tools > Exporter. Importing an Operational Environment Exporting an Operational Environment 18

23 PaperStream Capture Installation Guide Importing an Operational Environment Imports a PaperStream Capture operational environment from a folder on your computer's hard drive into PaperStream Capture. To import an operational environment: 1. Close PaperStream Capture. 2. Start the Importer from either the Start menu or from Windows Explorer. 3. Select the file to import. Do one of the following: Enter the file path in the File box. Click Browse. Drag and drop the file. 4. Select one of the following import methods: Replace All Add 5. Click Run. 6. Click Close. Tip When adding a document profile through importing, any events that are set in the exported operational environment will also be set in the added operational environment. 19

24 Installation Guide Exporting an Operational Environment Exports the PaperStream Capture operational environment to file folder location on your computer's hard drive. To export an operational environment: 1. Close PaperStream Capture. 2. Start the Exporter from either the Start menu or from Windows Explorer. 3. Select the document profiles that you want to export. 4. Click Run. 5. In the Save As window, type a file name with the file type.cab. 6. Browse to the folder on your hard drive where you want to save the file. 7. Click Save. 8. Click Close. 20

25 PaperStream Capture Installation Guide Upgrading PaperStream Capture to PaperStream Capture Pro PaperStream Capture can be upgraded to PaperStream Capture Pro by running the PaperStream Capture Pro installer. The PaperStream Capture profiles will be upgraded to work with PaperStream Capture Pro and the original profiles will be backed up to a location on the computer. Because PaperStream Capture can only be installed for single station operation, PaperStream Capture Pro will use that setting after the upgrade. To upgrade PaperStream Capture to PaperStream Capture Pro: 1. Close all applications on your computer and ensure that you are logged in as a user with administrator rights. 2. Start the installer by double-clicking the PaperStream Capture Pro setup file. The PaperStream Capture Pro installer window appears. 3. Follow the instructions on your screen to install the software. Read each one carefully before proceeding to the next step. Note At some point in the installation process, you may have to restart your computer and log in again with the same user account. 21

26 Installation Guide Note The Single station operation. No storage server used. option is selected automatically and cannot be changed. 4. Activate PaperStream Capture Pro. Refer to License Management for more information. 22

27 PaperStream Capture Installation Guide Backup Locations for PaperStream Capture Profiles and Suspended Batches When you upgrade PaperStream Capture to PaperStream Capture Pro, PaperStream Capture profiles are backed up in below folder automatically. If you revert back to PaperStream Capture, you can use the profiles. Backup location for profiles: C:\ProgramData\PaperStreamCapture\InboxBackup (On Windows 7) 23

28 Installation Guide Revert to PaperStream Capture from PaperStream Capture Pro If you have upgraded to PaperStream Capture Pro and need to work with PaperStream Capture profiles, you can revert to PaperStream Capture. 1. Uninstall PaperStream Capture Pro (PaperStream IP is left at its current version). 2. Install PaperStream Capture. 3. Update PaperStream Capture as needed. 4. Restore document profiles: Overwrite the files in C:\ProgramData\PaperStreamCapture with the files in C:\ProgramData\PaperStreamCapture\InboxBackup (On Windows 7). 24

29 PaperStream Capture Installation Guide Comparison Between PaperStream Capture Profiles and PaperStream Capture Pro Profiles Name Option PSC PSC Pro Converting PSC to PSC Pro Note Name OK Icon NO To set the icon correctly, edit the profile and then select the icon by double-clicking. Description OK Hot Key - Priority - Hide Profile - Source Option PSC PSC Pro Converting PSC to PSC Pro Note Scanner OK Resolution - Color Mode - Paper Size - Sides - Continuous Scan OK After Scan Correction - Scanner Driver Profile OK Mark Options - AIQC OK Mark Options - Multifeed OK Mark Options - Blank - 25

30 Installation Guide Display Options - Minimize App During Scan OK Behavior differs slightly between PSC and PSC Pro. Display Options - Exit App After Scan OK Behavior differs slightly between PSC and PSC Pro. Display Options - Enable Separate QC OK Display Options - Show Images During Scan Display Options - Release After Scan OK Behavior differs slightly between PSC and PSC Pro. OK Destination Option PSC PSC Pro Converting PSC to PSC Pro Note Overwrite if the same file name already exists OK Destination OK Delete any temporary images immediately after users upload NO After users upload, any temporary images are always deleted. Other App OK Application Path OK Work Folder - Use fixed file name - Parameters OK SharePoint OK URL OK ID OK 26

31 PaperStream Capture Installation Guide Password OK Library OK Content Types - Use Windows Authentication - Network Folder - User Name - Password - Use Windows Authentication - FTP OK Host OK Port OK Folder OK User Authentication OK User Name OK Password OK Anonymous OK OK Time Out OK Connecting OK Data Transfer OK 27

32 Installation Guide Batch Folder/Link to Imprinter NO Imprinter settings in PSC are not used in PSC Pro. Batch Folder NO Imprinter settings in PSC are not used in PSC Pro. Link to Imprinter NO Imprinter settings in PSC are not used in PSC Pro. Imprinter page counter NO Imprinter settings in PSC are not used in PSC Pro. Batch folder count NO Imprinter settings in PSC are not used in PSC Pro. Batch folder minimum count digit NO Imprinter settings in PSC are not used in PSC Pro. Batch folder (Manual Entry) NO Imprinter settings in PSC are not used in PSC Pro. File Name Rule OK Output index information OK File Format OK File Name OK Output by document - Delimiter (CSV case) - Index information PSC and PSC Pro have different output styles. PDF Option OK Quality OK High Color OK 28

33 PaperStream Capture Installation Guide Compression Searchable PDF OK Language OK Make only the first page searchable OK Add password OK Password OK JPEG Quality OK Meta Data Option PSC PSC Pro Converting PSC to PSC Pro Note Field Information - Separation Option PSC PSC Pro Converting PSC to PSC Pro Note Document Separation OK Blank Page - To set the icon correctly, edit the profile and then select the icon by double-clicking. Delete Separator - Page Count OK Page Count OK Zonal OCR OK Use Field - Use OCR value OK Delete OK 29

34 Installation Guide Separator Patch Code (Driver) OK Type OK Delete Separator OK Patch Code (Software) NO PSC Pro always uses the driver for patch codes. Type NO PSC Pro always uses the driver for patch codes. Delete Separator NO PSC Pro always uses the driver for patch codes. Barcode OK Type OK Delete Separator OK Hardware NO Hardware separation settings in PSC are not used in PSC Pro. Delete Separator NO Hardware separation settings in PSC are not used in PSC Pro. Batch Separation - 30

35 PaperStream Capture Installation Guide License Management PaperStream Capture Pro requires an active license to use its features. This guide includes the information that you need to activate a PaperStream Capture Pro license. You need a working Internet connection to activate or update your product license. The following information is included: Activating a software license Activating a license on multiple machines Activating a license with no Internet access Deactivating a software license Using PaperStream Capture without a license 31

36 Installation Guide Activating a Software License You can activate a PaperStream Capture Pro license to use all its features. Multiple Machines The administrator can activate a PaperStream Capture Pro license on multiple machines. Usually they will do a Silent installation from a remote location, which does not display the progress, features, or warning messages. However, errors will be displayed. See Activating a License on Multiple Machines for details. Activating a License at a Later Time You can purchase a PaperStream Capture Pro license and activate it at a later time in the following ways: Save the license code in a license.txt file located in the install folder. The next time you start the application and have an Internet connection, the application will automatically activate the license. Without an Internet connection, the License Utility will create a license data file that can be used for offline activation. Launch the License Utility on the target computer to activate and save the activation file. The next time you start the application, the license will automatically activate. Manually enter the license code in the Activation window. In the Administrator tool, on the Activate tab, click Activate. Enter the license code in the License Code box and then click Activate. 32

37 PaperStream Capture Installation Guide Activating a License on Multiple Machines Activating a license on multiple machines is done through a silent installation from a remote location. To activate a license on multiple machines: 1. Close all applications and ensure that you are logged on as a user with Administrator rights. 2. In the Command Prompt window, enter the following to run the License Utility on each machine: LicenseUtility.exe -s -a -Tw -log="c:\temp\pscinst\pscinst.log" The command will run silently and perform the activation using the Fujitsu license server for a workgroup license. A log file will also be created. The command line can include the following parameters: Command Description -s Denotes silent installation. If not specified, then a message window will display. -a Performs activation. -d Performs deactivation. -l Generates a log file. -c Uses license code for activation. -f Uses license code file for activation. The default is license.txt, located in the install folder. -svr Indicates the license server to access. The default is the Fujitsu license server. 33

38 Installation Guide Deactivating a Software License You can deactivate a PaperStream Capture Pro license as described below. Remove PaperStream Capture Pro If your computer is connected to the Internet and you remove PaperStream Capture Pro, the license is automatically deactivated. If a computer is not connected to the Internet and you remove PaperStream Capture Pro, a deactivation data file is created and stored on the computer. You can use this file on another Internet connected computer to deactivate the license using the License Utility. Administrator Tool In the Administrator tool, on the Activation tab, click Deactivate. The button will change to Activate. Deactivation Application Launch the Deactivation application to deactivate the license. 34

39 PaperStream Capture Installation Guide Using PaperStream Capture without a License If you do not activate a PaperStream Capture Pro license, you can use the application in the ways outlined below. Evaluation Mode You can use PaperStream Capture Pro in evaluation mode for a period of 30 days or 200 batches, whichever comes first. You can discontinue the evaluation license by activating a PaperStream Capture Pro license at any time during your evaluation period. When the evaluation period ends, you must purchase and apply a full PaperStream Capture Pro license if you decide to upgrade the application license. The Evaluation Expired window displays when you start the application. See Evaluation Expired for more details. 35

40 Installation Guide Activating a License with No Internet Access If you have no Internet access, you can still activate a PaperStream Capture Pro license. With no Internet access, the License Utility will create a license data file, located in the install folder. The machine ID will be included in the license data file. To complete the activity, the administrator must collect all of the license data files from each machine without an Internet connection and run the License Utility program on a machine with Internet access. 36

41 PaperStream Capture Installation Guide Evaluation Expired The evaluation period for PaperStream Capture Pro is 15 days or 200 batches scanned. You can choose how to proceed in the Evaluation Expired window. License Code To continue using the full functionality, you must purchase a license and activate it. Enter the License Code in the License Code box and then click Activate. Activate Activates the license when you enter a valid license code in the License Code box. Buy Allows you to easily purchase a license for PaperStream Capture Pro. Exit Application Exit PaperStream Capture Pro. 37

42 Installation Guide License Utility The PaperStream Capture Pro license utility is installed on the user's computer at the same time as the application. The License Utility performs license activation and license checks. License Data File Location Enter the location of the license data file. You can also navigate to the file location. Activate Activates the license according to the parameters in the license data file. Close Closes the window. 38