User manual NUANCE OMNIPAGE WEB

OmniPage Web ® User's Manual Caere Corporation 100 Cooper Court Los Gatos, California 95032-7603 USA www.caere.com Caere GmbH Innere Wiener Strasse 5 81667 München, Germany Caere UK Information Centre 3 Catherine Place Westminster, London SW1E 6DX Caere France 72, rue Baratte-Cholet 94100 Saint-Maur, France Please Note To use this program, you should know how to work in the Microsoft Windows environment. Please refer to Windows documentation if you have questions about how to use menu commands, dialog boxes, scroll bars, edit boxes, and so on. OmniPage Web Version 1 Copyright© 1999 Caere Corporation. All rights reserved. The Caere logo, Caere®, OmniPage®, OmniPage Web®, PageKeeper®, Language Analyst®, 3D OCR®, AutoWeb ToolbarTM, and OCR Proofreader are trademarks of Caere Corporation All other trademarks are the property of their respective companies. ii 800-1308-030A1 Table of Contents Welcome Using This Manual ................................................................................................................2 Getting Online Help .............................................................................................................3 Help Menu ......................................................................................................................3 Context-Sensitive Help..................................................................................................3 Product Support ....................................................................................................................4 Chapter 1 Installation and Setup Minimum System Requirements.........................................................................................6 Installing OmniPage Web ...................................................................................................6 Setting Up Your Scanner with OmniPage Web ................................................................7 Starting OmniPage Web .......................................................................................................8 Registering OmniPage Web ................................................................................................9 Chapter 2 Introduction to OmniPage Web What Is Optical Character Recognition (OCR)?..............................................................12 What Is Outlining? ..............................................................................................................12 Basic Steps of Creating a Web Page..................................................................................13 The OmniPage Web Desktop ............................................................................................14 AutoWeb Toolbar ........................................................................................................16 Standard Toolbar..........................................................................................................17 Zone Toolbar.................................................................................................................17 Outline Toolbar ............................................................................................................18 Options Dialog Box ......................................................................................................18 HTML Options Dialog Box .........................................................................................19 Chapter 3 Processing Documents Ways to Process Documents ..............................................................................................22 Using the Web Wizard ................................................................................................22 Automatic Processing .................................................................................................23 Performing Multiple Tasks at Once...........................................................................24 Bringing Document Images into OmniPage Web .........................................................24 Scanning Pages .............................................................................................................24 Loading Image Files ....................................................................................................25 Creating Zones for OCR ....................................................................................................27 iii Creating Zones Automatically ...................................................................................27 Performing OCR on a Document .....................................................................................28 Proofreading OCR Results ................................................................................................29 Modifying Words.........................................................................................................30 Outlining a Document ........................................................................................................30 Editing Outline Results ......................................................................................................31 Selecting HTML Components ...........................................................................................33 Working with Documents .................................................................................................34 Resizing a Page View .................................................................................................35 Changing Pages ...........................................................................................................36 Reordering Pages ........................................................................................................37 Deleting Pages .............................................................................................................38 Printing a Document ..................................................................................................38 Closing a Document ...................................................................................................38 Saving a Document ............................................................................................................39 Testing Your HTML Document ........................................................................................41 Chapter 4 OmniPage Web Settings Setting AutoWeb Toolbar Commands.............................................................................44 AUTO Button Commands ..........................................................................................45 Image Button Commands ...........................................................................................46 Zone Button Commands.............................................................................................47 OCR Button Commands .............................................................................................48 Outline Button Commands.........................................................................................49 Export Button Commands ..........................................................................................50 Selecting Options ................................................................................................................51 Accuracy Settings.........................................................................................................52 Scanner Settings ...........................................................................................................53 Page Format Settings ...................................................................................................54 Language Settings ........................................................................................................55 Process Settings ............................................................................................................56 Selecting HTML Options....................................................................................................57 General Settings ...........................................................................................................58 Components Settings...................................................................................................59 Component Styles Settings .........................................................................................60 Chapter 5 Customizing Your Web Page Making Your Web Page More Effective...........................................................................62 Using Themes ......................................................................................................................64 Adjusting Page Images Before OCR.................................................................................66 Customizing Zones .............................................................................................................67 Zone toolbar..................................................................................................................67 Reordering Zones.........................................................................................................68 Modifying Zones..........................................................................................................68 Deleting Zones..............................................................................................................69 iv Changing Zone Properties..........................................................................................69 Creating User Dictionaries.................................................................................................72 Chapter 6 Technical Information General Troubleshooting Solutions .................................................................................74 Solutions to Try First ...................................................................................................74 Testing OmniPage Web...............................................................................................75 Low Memory Problems...............................................................................................76 Low Disk Space Problems ..........................................................................................76 Supported File-Format Types............................................................................................77 Scanner Setup Issues...........................................................................................................78 Scanner Drivers Supplied by the Manufacturer......................................................78 Scanner Drivers Supplied by Caere ..........................................................................79 Scan Manager is Needed with OmniPage Web ......................................................79 Problems Connecting OmniPage Web to Your Scanner ........................................80 Missing Scan Image Command ...................................................................................80 Scanner Message on Launch ......................................................................................81 System Crash Occurs While Scanning ......................................................................81 Scanner Not Listed in Supported Scanners List Box ..............................................81 Scanning Tips................................................................................................................82 OCR Problems .....................................................................................................................83 System Crash During OCR.........................................................................................83 Text Does Not Get Recognized Properly..................................................................83 Problems With Fax Recognition ................................................................................84 Index v vi Welcome Welcome to OmniPage Web, and thank you for using our software! The following documentation has been provided to help you learn about OmniPage Web. This User's Manual This manual introduces you to the basics of using OmniPage Web. It includes installation and setup instructions, an introduction to OmniPage Web, task-oriented instructions, ways to customize processing, settings guidelines, and technical information. OmniPage Web Online Help The online Help contains information on features, settings, and procedures. It has been designed for quick and easy information retrieval. Please see "Getting Online Help" on page 3 for more information. OmniPage Web Readme File The OmniPage Web Readme file contains last-minute information about the software. The Readme file has been provided to you in HTML format. To open the Readme file after installation, click Start in the Windows taskbar and choose Programs!Caere Applications!Caere Documents!OmniPage Web Readme. Scanner Setup Notes The Scanner Setup Notes is an HTML file that contains information about the Caere Scan Manager and supported scanners. To open this HTML file after installation, click Start in the Windows taskbar and choose Programs!Caere Applications!Caere Documents!Scanner Setup Notes. 1 Using This Manual Using This Manual This manual is written with the assumption that you know how to work in the Microsoft Windows environment. Please refer to your Windows documentation if you have questions about how to use dialog boxes, menu commands, scroll bars, drag and drop functionality, shortcut menus, and so on. The following conventions are used in this manual. Convention Italicized text Purpose · Emphasizes menu commands, dialog box options, labeled buttons, and file names For example: "Choose Open... in the File menu." · Emphasizes new terms the first time they are used · Emphasizes important words in a sentence monospaced text · Indicates physical file names and folder locations Introduces a tip or an item of note about the current topic Note symbol Warning symbol Introduces important information about the current topic 2 Getting Online Help Getting Online Help In addition to using this manual, you can use OmniPage Web's online Help to learn about features, settings, and procedures. Online Help is available after you install OmniPage Web. Choose How to Use Help... in OmniPage Web's Help menu to get information on using Windows Help. Help Menu One way to open OmniPage Web's online Help is to choose commands in the Help menu. OmniPage Web Help Topics is the first command in the Help menu. Choose it to get contents and index listings for all Help topics. Choose Caere on the Web ! OmniPage Web to connect to our Web site for the latest information on using OmniPage Web. Context-Sensitive Help You can get on-the-spot information about a particular OmniPage Web command, toolbar button, or dialog box option in the following ways: · Click the Help button in the Standard toolbar and then click any toolbar button, menu command, or area of the OmniPage Web desktop to display a Help topic explaining that item. · Click the question-mark button in the upper-right corner of a dialog box and then click an item in the dialog box to get a popup explanation for that item. 3 Product Support Product Support For the fastest and easiest way to get help, please look for solutions in this manual or in the online Help. See "General Troubleshooting Solutions" on page 74 for more information. If you need additional help, please use the following resources. · Caere on the World Wide Web To access Caere's corporate Web site for general product and company information, choose Caere on the Web !Caere Web site in the Help menu. Caere's Web site address is www.caere.com. To connect to the OmniPage Web site for the latest information on using OmniPage Web, choose Caere on the Web !OmniPage Web in the Help menu. To contact Product Support for common questions and answers, updates, patches, and troubleshooting procedures, choose Caere on the Web !Product Support in the Help menu. · OmniPage Web Readme file Read the OmniPage Web Readme file for last-minute information about the software. The Readme file has been provided to you in HTML format. This file is available after installing OmniPage Web. To open the file, click Start in the Windows taskbar and choose Programs!Caere Applications !Caere Documents !OmniPage Web Readme. · Caere Product Support document Read the Caere Product Support document to get a list of support telephone numbers, including ones for international product support. This document has been provided to you as an electronic document in HTML format. To open this document, click Start in the Windows taskbar and choose Programs!Caere Applications !Caere Documents !Product Support. 4 Chapter 1 Installation and Setup This chapter provides information on installing and starting OmniPage Web. Please continue reading for information on these topics: · Minimum System Requirements · Installing OmniPage Web · Setting Up Your Scanner with OmniPage Web · Starting OmniPage Web · Registering OmniPage Web 5 Minimum System Requirements Minimum System Requirements You need the following setup, at minimum, to install and run OmniPage Web: · Computer with a Pentium or higher processor · Microsoft Windows 95, Windows 98, or Windows NT 4.0 · 16MB of memory (RAM) for Windows 95 and 98 32MB of memory (RAM) for Windows NT 4.0 · 45MB of free hard disk space to install application files, the Scan Manager, and one language 55MB to install above files and all languages · SVGA or VGA monitor with 256 colors and 800 x 600 resolution · Windows-compatible pointing device · CD-ROM drive for installation · A compatible scanner if you plan to scan documents Please see the Scanner Setup Notes for a list of tested scanners. · A Web browser to view your HTML documents You may also want to use an HTML editor to make changes to the HTML code that is generated by OmniPage Web. Performance and speed will be enhanced if your computer's processor, memory, and available disk space exceed the minimum requirements. Installing OmniPage Web OmniPage Web's Setup program takes you through installation with instructions on the screen at every step. Before installing OmniPage Web: · If you are using a scanner with OmniPage Web, make sure it is connected, turned on, and compatible with your system. · Close all other applications, especially anti-virus programs. · Log into your computer with administrator privileges if you are installing on Windows NT. 6 Chapter 1 Setting Up Your Scanner with OmniPage Web To install OmniPage Web: 1 Insert OmniPage Web's CD-ROM in the CD-ROM drive. OmniPage Web's Setup program should start automatically. If it does not start, locate your CD-ROM drive in Windows Explorer and double-click the Setup.exe program at the toplevel of the CD-ROM. Follow the instructions on the screen to finish installation. By default, OmniPage Web installs all its program files in this folder location: c:\Program Files\Caere\OmniPageWeb10 2 Setting Up Your Scanner with OmniPage Web Caere Scan Manager is installed during OmniPage Web installation. This sets up your scanner (or another input device such as a digital camera) so you can use it with OmniPage Web. During installation, Caere Scan Manager prompts you to select your scanner manufacturer and model or other input device. Read the Scanner Setup Notes for more information on Caere Scan Manager and supported scanners. You can open the Scanner Setup Notes after OmniPage Web has been installed by clicking Start in the Windows taskbar and choosing Programs!Caere Applications!Caere Documents!Scanner Setup Notes. After installation, you can use Caere Scan Manager to set up additional scanners with OmniPage Web and change various scanner settings. Caere Scan Manager is located in the Windows Control Panel. To open Caere Scan Manager: 1 2 Click Start in the Windows taskbar and choose Settings!Control Panel. Double-click the Caere Scan Manager icon. Installation and Setup 7 Starting OmniPage Web Starting OmniPage Web To start OmniPage Web, click Start in the Windows taskbar and choose Programs!Caere Applications!OmniPage Web 1.0. Or, double-click the OmniPage Web icon on your Windows desktop. OmniPage Web's desktop appears when you open OmniPage Web. See "The OmniPage Web Desktop" on page 14 for an introduction to OmniPage Web's user interface. Standard toolbar Zone toolbar AutoWeb toolbar The thumbnail view displays the pages in an open document. The image view displays the current page's original image. The text view displays the current page's recognized text and retained graphics. 8 Chapter 1 Registering OmniPage Web Registering OmniPage Web Register your copy of OmniPage Web with Caere Corporation to receive access to product support, notification of special offers, and the best prices on product upgrades. To register OmniPage Web: 1 2 3 4 Click the Register menu to open the Register dialog box. Click Register Now. Fill out the information requested on the screen and then click Next. Follow the instructions on the screen. OmniPage Web will decide on the best method of registration according to your country and computer system. It may try using modem, FTP, or HTTP connections to transmit your registration information directly. Or, it may prompt you to call a phone number or print out and mail in your registration information. After registration is complete, you will be given a registration number. Be sure to write that number down and keep it handy in case you need to use it for reinstallation. To re-register OmniPage Web after reinstallation: 1 2 3 Click the Register menu to open the Register dialog box. Click Re-register. Type in your registration number and click OK. Installation and Setup 9 10 Chapter 1 Chapter 2 Introduction to OmniPage Web You probably have documents lying on your desk that you would like to share with the rest of your company, or, perhaps, the rest of the world. You could photocopy the information and mail it to anyone who might be interested, or you could retype it and hand-code it in HTML format. Neither of these is an appealing option. OmniPage Web offers a smart solution to increase your productivity and the visibility of your documents. OmniPage Web's optical character recognition (OCR) technology accurately and easily converts scanned paper documents and image files into editable text. Once you have converted your paper documents into electronic ones, OmniPage Web outlines the document structure and creates a complete, dynamic Web site with separate Web pages for each chapter or section. OmniPage Web even creates hypertext links, navigation tools, and a hyperlinked table of contents. Within minutes you have an HTML file that can be published to the World Wide Web, or your company's intranet, making your documents instantly available to anyone in the world. Please continue reading this chapter for information on these topics: · What Is Optical Character Recognition (OCR)? · What Is Outlining? · Basic Steps of Creating a Web Page · The OmniPage Web Desktop 11 What Is Optical Character Recognition (OCR)? What Is Optical Character Recognition (OCR)? Optical character recognition (OCR) is the process of turning an image into computer-editable text. An image is an electronic picture of text such as a scanned paper document or an electronic fax file. Images do not have editable text characters; they have many tiny dots (pixels) that together form a picture of text. During OCR, OmniPage Web analyzes an image and defines characters to produce editable text. After OCR, you can convert the resulting text to HTML format using OmniPage Web's outlining feature. What Is Outlining? Outlining is the process of examining the structure of a document, detecting original document elements (called objects in OmniPage Web), and creating hypertext links. OmniPage Web can recognize and outline these objects in the original document during outlining: · Headline (the title of the document) · Headings (levels 1 - 6) · Body text · Captions · Tables · Graphics · Headers and footers · URLs and e-mail addresses · Cross-references Once outlining is complete, the document outline appears in outline view where you can do the following: · Filter which objects appear in outline view · Change the hierarchy of the objects 12 Chapter 2 Basic Steps of Creating a Web Page Basic Steps of Creating a Web Page These are the basic steps of OmniPage Web's HTML-conversion process. 1 Bring a document image into OmniPage Web. You can scan a paper document or load an image file. The resulting image appears in OmniPage Web's image view. See "Bringing Document Images into OmniPage Web" on page 24 for more information. 2 Create zones to identify areas you want to recognize as text or retain as graphics. Zones are borders that enclose the areas of a document image that will get processed. You can create zones automatically, manually, or with a template. Any areas not enclosed by zones are ignored during OCR. See "Creating Zones for OCR" on page 27 for more information. 3 Perform OCR to convert text information into editable text characters. During OCR, OmniPage Web interprets text characters in an image. After OCR, you can check and correct errors in the text using the OCR Proofreader. See "Performing OCR on a Document" on page 28 for more information. 4 Outline the original document structure. During outlining, OmniPage Web examines the document structure and creates an outline of the original document objects based upon the zone order. See "Outlining a Document" on page 30 for more information. 5 Select additional HTML components and set output formatting options. After outlining, you can select how you want the objects formatted and include additional HTML components to make your Web page more interesting and effective. See "Selecting HTML Components" on page 33 for more information. 6 Save and test your Web page. Save your document and test it in more than one browser to be sure that the formatting is acceptable. You can choose Save and Launch... in the Export button's drop-down list to automatically launch your browser when you save the HTML document. See "Testing Your HTML Document" on page 41 for more information. Introduction to OmniPage Web 13 The OmniPage Web Desktop The OmniPage Web Desktop Before a document is outlined, OmniPage Web's desktop displays the pages of the open document in its thumbnail view, image view, and text view. You can use buttons in the Standard, AutoWeb, and Zone toolbars to perform various tasks on the document. Standard toolbar Zone toolbar AutoWeb toolbar The thumbnail view displays a picture of each page in the document. The current page is highlighted with a light border around it. The image view displays the current page's original image. Drag this splitter up or down to resize a view. The text view displays the current page's recognized text and retained graphics. Drag this splitter to the left or right to resize a view. 14 Chapter 2