User manual VISIONEER PAPERPORT MX SCANNER

TA B L E O F C O N T E N T S Chapter 1: Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Before You Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 What's in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 User's Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Calibration Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Registering PaperPort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 What You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 If Your Computer Does Not Have an Available COM Port . . . . . . . 5 Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Contacting Visioneer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Chapter 2: Connecting Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . 7 The PaperPort mx Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Connecting the PaperPort mx Scanner . . . . . . . . . . . . . . . . . . . . . . 10 Chapter 3: Installing the PaperPort Software . . . . . . . . . . . . . . . . . . 13 Installing the Software for Your Computer . . . . . . . . . . . . . . . . . . . 13 If Your Computer Is Running Windows 95 or NT . . . . . . . . 14 If Your Computer Is Running Windows 3.1 or 3.11 . . . . . . . 15 Calibrating the PaperPort mx Scanner . . . . . . . . . . . . . . . . . . . . . . 16 Checking It Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Trying the One-Minute Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Installing Additional Applications . . . . . . . . . . . . . . . . . . . . . . . . . 19 Viewing the PaperPort 3.6 Software User's Guide . . . . . . . . . . . . . 19 Chapter 4: Setting Up the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Adjusting the Paper Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Testing the PaperPort Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Selecting Scan Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 iii iv TABLE OF CONTENTS Appendix A: Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Installation Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 PaperPort Scanner Not Found . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 PaperPort Scanner Will Not Scan . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Mouse or Modem Stops Responding . . . . . . . . . . . . . . . . . . . . . . . 29 Changing the COM Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Finding the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Recalibrating the PaperPort mx Scanner . . . . . . . . . . . . . . . . . . . . . 33 Appendix B: Maintenance and Technical Information . . . . . . . . . 35 Cleaning the PaperPort Scan Mechanism . . . . . . . . . . . . . . . . . . . . 35 PaperPort mx Scanner Specifications . . . . . . . . . . . . . . . . . . . . . . . 36 German Noise Declaration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 EC Declaration of Conformity . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Appendix C: Upgrading Your Software . . . . . . . . . . . . . . . . . . . . . 39 Before You Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40 If You Have a PaperPort Vx Scanner or an HP 4p, 4c, or 4s Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40 If You Have a PaperMax or PaperPort 2.0 Scanner . . . . . . . . . . . . 41 Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43 s ble nt Ta onte C of CHAPTER 1 Welcome Congratulations on your purchase of the PaperPort mx scanner, a desktop scanner with which you can quickly scan paper documents and get electronic images of those documents on your computer. The PaperPort scanner comes with Visioneer's award-winning software that you can use to annotate, organize, and find scanned items. With the document communication features, you can send scanned items electronically using links to other applications, such as electronic fax, electronic mail (e-mail), and word processing applications, without leaving PaperPort. Sharing items with others, even if they do not own the PaperPort scanner or software, is possible with PaperPort Viewer. PaperPort Viewer is available for Windows and for Macintosh computers. BEFORE YOU START Before installing the scanner and its software on your computer, please read this chapter. It contains important information about the necessary computer requirements, how to get assistance if you need it, and other helpful information. w NOTE: If you already own a PaperPort scanner or an HP scanner that runs with the PaperPort software, see Appendix C, "Upgrading Your Software." 1 s ble nt Ta onte C of 2 CHAPTER 1: WELCOME WHAT'S IN THE BOX Before you start the installation, check the contents of the box to make sure that all parts are included. If any items are missing or you notice any damage, contact the dealer where you purchased the scanner. HARDWARE The PaperPort scanner hardware consists of: PaperPort mx scanner Power adapter PaperPort serial cable 9-pin to 25-pin adapter w NOTE: Use the 9-pin to 25-pin adapter only if your computer's serial (COM) port has a 25-pin connector. REGISTERING PAPERPORT 3 s ble nt Ta onte C of SOFTWARE The box contains the PaperPort software CD (compact disc). The CD contains all the necessary software for setting up and using your scanner. w NOTE: If your computer does not have a CD-ROM drive, please see the card included with your scanner for ordering the software on disks from Visioneer. USER'S GUIDE User's Guide The PaperPort 4.0 Software Getting Started Guide provides information to get you started using the PaperPort 4.0 Software with Windows 95. If you are using your scanner with Windows 3.1 or Windows 3.11, see the PaperPort 3.6 Software User's Guide on the PaperPort CD. In addition, a file named README, located on the CD, contains information that was not available when the guide was printed. CALIBRATION PAGE Calibrating the scanner adjusts its internal scanning mechanism to produce the best possible scan image. The calibration page included with your PaperPort mx scanner is a plain white sheet of paper cut to the appropriate size. You can also use a regular clean white sheet of paper. REGISTERING PAPERPORT After you install the PaperPort software, a registration screen appears so you can easily register your scanner and software. Registration entitles you to information about product upgrades and other services from Visioneer. You can register electronically or by fax, phone, or mail. Information for registering is also on the PaperPort CD. s ble nt Ta onte C of 4 CHAPTER 1: WELCOME WHAT YOU NEED To use the scanner and software, you need the following: s IBM PC (or 100-percent compatible) 486 or higher for PaperPort 4.0; an IBM PC 386 or higher for PaperPort 3.6. Microsoft Windows 95, Windows 3.1, or Windows for Workgroups 3.11. 8 megabytes (MB) or more of internal memory (RAM), or 4 MB if you have your own OCR software and decide not to install the OCR software included with the PaperPort software. 20 MB of free hard disk space if your computer is running Windows 95; 12 MB of free hard disk space if your computer is running Windows 3.1. An available serial port (COM1, COM2, COM3, or COM4). If your computer does not have an available COM port, please read the section below. A VGA or SVGA monitor. Recommended settings for your monitor are 256 colors or more, and 640 by 480 resolution. A CD-ROM drive to install the software; however, if your computer does not have a CD-ROM drive, you can get disks from Visioneer. s s s s s s IF YOUR COMPUTER DOES NOT HAVE AN AVAILABLE COM PORT 5 s ble nt Ta onte C of IF YOUR COMPUTER DOES NOT HAVE AN AVAILABLE COM PORT You have several options if your computer does not have an available COM port to connect the scanner: s Use Visioneer's special parallel port adapter to connect the scanner to one of your computer's parallel ports. A card for ordering the adapter is included with your scanner. This is the recommended option. Install a serial I/O card into your computer. A serial I/O card adds more COM ports to your computer. Most computers have built-in ports for COM1 and COM2. When you install a serial card, the new ports are usually configured to be COM3 and COM4. Contact your computer dealer to purchase a serial I/O card. Use another type of mouse on your computer. Some computers use COM1 for the mouse connection, but you can also purchase a mouse (called a Bus mouse) that does not use a COM port, thereby making COM1 available for connecting the scanner. If your computer uses COM1 for the mouse, contact your computer dealer to purchase a Bus mouse. s s GETTING HELP If after installing the scanner and its software you still have questions or the scanner doesn't seem to work properly, see Appendix A, "Troubleshooting." It has additional answers to many common questions. PaperPort also has a complete help system to provide assistance and answer questions about the scanner and its software. To get help while running the PaperPort software: s Press the F1 key, or from the Help menu, choose PaperPort Help Topics to display the Help Topics window. s ble nt Ta onte C of 6 CHAPTER 1: WELCOME CONTACTING VISIONEER Visioneer provides support in a variety of ways: s You can have Tech Notes and other information sent directly to your fax machine from the Visioneer automated fax-on-demand center. You can also fax questions directly to the technical support staff. You can reach Visioneer on America Online and the World Wide Web. You can download Tech Notes, post questions, or chat with other PaperPort users. You can call the Visioneer Technical Support Hotline. s s For specific information and numbers to call, see the technical support card that you received with your scanner. s ble nt Ta onte C of CHAPTER 2 Connecting Your Scanner This chapter describes the scanner's features and shows how to connect it to your computer. w NOTE: The section, "Connecting the PaperPort mx Scanner" on page 10, assumes you are connecting the scanner to a COM port. If you are connecting the scanner to a parallel port, please see the instructions that you received with the Visioneer parallel port adapter. 7 s ble nt Ta onte C of 8 CHAPTER 2: CONNECTING YOUR SCANNER THE PAPERPORT MX SCANNER Front view 2 Page feed 1 PaperPort button 3 Page markers Top view 4 5 Paper return Paper return settings Pass straight through Return to front Rear view 6 Power jack 8 7 Serial jack Security connector THE PAPERPORT MX SCANNER 9 s ble nt Ta onte C of THE PAPERPORT MX SCANNER, CONTINUED 1 2 3 4 5 6 7 8 PaperPort button. Press to cancel a scan in progress. If the paper jams, press to back the paper out. Press before scanning to select new scan settings. Page feed. Insert an item to scan face up into the page feed. The feed mechanism will grab the item and pull it the rest of the way through. The PaperPort application will automatically start. Page markers. Insert items to scan between these two elevated tabs. Paper return. Rotate forward or backward to set the paper output path (straight-through or return-to-front). Use the straight-through setting for small items, such as business cards, or for thicker, heavier-weight paper. Paper return settings. Rotate the paper return to align either setting with the arrow on the PaperPort body. Power jack. Plug the power adapter into this jack. Serial jack. Plug the serial cable into this jack. Security connector. Plug a MicroSaver Security System cable into this connector and secure the scanner to your desk. (MicroSaver is available at major computer resellers.) w NOTE: The scanner does not have an on/off switch. Simply insert the paper into the scanner to start it. s ble nt Ta onte C of 10 CHAPTER 2: CONNECTING YOUR SCANNER CONNECTING THE PAPERPORT MX SCANNER The PaperPort scanner connects to any available serial (COM) port on the back of your computer. To connect the PaperPort scanner: 1. Turn off the power to your computer. (Remember to save any open files first.) 2. Plug the PC end of the serial cable into any available serial (COM) port on the back of your computer. If the serial port on your computer has a 25-pin connector, use the adapter included in the box. Connecting to a 25-pin serial port Adapter If the serial port on your computer is a 9-pin connector, do not use the adapter. Plug the 9-pin end of the cable directly into the serial port on the back of your computer. Connecting to a 9-pin serial port CONNECTING THE PAPERPORT MX SCANNER 11 3. Plug the other end of the serial cable into the round port on the back of the scanner. Note that the plug fits only one way. If it does not attach easily, make sure that you are plugging it in correctly. Do not force the plug into the connection. 4. Plug the power adapter into an AC (wall) outlet. 5. Plug the power cable into the power jack on the back of the scanner. s ble nt Ta onte C of Power cable Serial cable Listen for a short hum from the scanner. This sound indicates that the scanner is receiving power. 6. Place the scanner at a convenient place on your desk--for example, between your keyboard and monitor. SECURING YOUR PAPERPORT SCANNER Your PaperPort scanner has a built-in security connector to enable you to lock down and protect your valuable equipment. The security connector is located on the rear of the scanner and is identified by a small molded icon. The MicroSaver Security System is a cable and locking device custom designed to work with this connector. The locking device inserts into the connector, and the steel cable wraps around and secures to a desk leg or other immovable object. MicroSaver is available at major computer resellers. Or, call Kensington Microwave Limited at 1-415-572-2700 or 1-800-535-4242 (in the U.S. and Canada) for more information. s ble nt Ta onte C of 12 CHAPTER 2: CONNECTING YOUR SCANNER s ble nt Ta onte C of CHAPTER 3 Installing the PaperPort Software This chapter tells you how to: s s s s s Use the PaperPort CD to install the software on your computer. Calibrate the scanner. Check that both the scanner and the software are working correctly. Try the One-Minute Guide. Install additional applications. INSTALLING THE SOFTWARE FOR YOUR COMPUTER The PaperPort CD includes two versions of the PaperPort software. Please make sure that you install the correct version for your computer. If your computer is running... Windows 95 or Windows NT Windows 3.1 or Windows 3.11 Install this version of the PaperPort software PaperPort 4.0 PaperPort 3.6 13 s ble nt Ta onte C of 14 CHAPTER 3: INSTALLING THE PAPERPORT SOFTWARE To install the PaperPort software from the CD: 1. Before inserting the PaperPort CD into the CD-ROM drive, find the serial number printed on the CD. Write down the serial number. You will need it when installing the software. 2. Start Microsoft Windows and make sure that no other applications are running. 3. Insert the PaperPort CD into your computer's CD-ROM drive. 4. Please refer to the appropriate section for the steps to install the software on a computer running either Windows 95 or Windows 3.1 (or 3.11). w NOTE: To install on a notebook computer, you may have to turn on the COM port manually prior to installing the software. Please see your notebook computer user's manual for details. IF YOUR COMPUTER IS RUNNING WINDOWS 95 1. Insert the PaperPort CD into your computer's CD-ROM drive. The CD will automatically start. 2. Follow the instructions on the screen to install the PaperPort 4.0 Software on your computer. w NOTE: If the PaperPort CD does not automatically start, make sure the CD drive's door is completely shut. If the CD still doesn't start, click the Windows 95 icon named My Computer. The window shows the drives connected to your computer. Double-click the icon for your CDROM drive to see the list of files on the CD. Double-click the file named START.EXE. The CD will start. When the software installation is complete, a message asks you to calibrate the scanner. Please see "Calibrating the PaperPort mx Scanner" on page 16. INSTALLING THE SOFTWARE FOR YOUR COMPUTER 15 s ble nt Ta onte C of IF YOUR COMPUTER IS RUNNING WINDOWS 3.1 OR 3.11 1. From the Program Manager File menu, choose Run. The Run dialog box appears. 2. If your CD-ROM drive is designated as drive D, type D:\START in the Command Line box and click OK. If your CD-ROM drive is another drive, type the appropriate drive letter (such as E:\) followed by START, and click OK. The CD's installation screen appears. Follow the instructions to install the PaperPort 3.6 Software on your computer. After the files are copied to the hard drive, restart Windows. The following dialog box appears so the software can find the port where the scanner is connected. s ble nt Ta onte C of 16 CHAPTER 3: INSTALLING THE PAPERPORT SOFTWARE 3. Click Find Scanner. The setup program automatically finds the port where the PaperPort scanner is connected and makes any changes to the port settings that are necessary for the scanner to work properly. If the scanner and port are properly connected, the scanner makes a short humming sound. If the scanner is not connected correctly, a message tells you that the scanner was "Not Found." Make sure that each cable is connected correctly, and click Find Scanner again. 4. Click OK. A message tells you to restart Windows to accept the new settings for the port. 5. Click Restart. That completes the installation of the PaperPort 3.6 Software. You now need to calibrate the scanner. CALIBRATING THE PAPERPORT MX SCANNER Calibrating adjusts the scanner's internal scanning mechanism to produce the best possible scan image. To calibrate, use the calibration page included with the scanner. You can also use any plain white sheet of paper that is 9 inches (22.9 cm) wide and at least 6 inches (15.2 cm) long. To calibrate the scanner: s Insert the 9-inch edge (the wider edge) of the calibration page into the scanner. If you're using a regular white sheet of paper, insert it sideways, not lengthwise, into the scanner. The sheet should extend over the two page markers that you use as guides when inserting items. The scanner grabs the sheet and automatically feeds it through the scanner. Calibration only takes a few seconds. Do not pull the paper out of the scanner while calibration is in progress. When the calibration is complete, the paper will be free so you can remove it. That's it! Your scanner is now ready for you to scan. 17 You can scan many types of items, from small business cards to pages up to 30 inches (76.2 cm) long. The PaperPort software also has special settings for scanning photos and fine print (like the fine print on a contract). CAUTION: The PaperPort scanner can scan various types of items. However, you should not scan anything that can get stuck in or damage the feed mechanism, including items containing paper sticky notes, glue, white-out, wet ink, staples, or paper clips. After completing the installation and calibration process, you should try out your PaperPort mx scanner. To test the scanner and software: s Insert a test page, face up, into the page feed slot. The scanner starts as soon as you insert the page. 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Push the paper in until it begins to curl upward. s ble nt Ta onte C of 18 CHAPTER 3: INSTALLING THE PAPERPORT SOFTWARE The scanned image appears as a thumbnail on the PaperPort Desktop. This sample is from PaperPort 4.0 for computers running Windows 95. Thumbnail image TRYING THE ONE-MINUTE GUIDE Try the One-Minute Guide to quickly learn how to scan and how to use the PaperPort software. You can watch the One-Minute Guide by choosing One-Minute Guide from the PaperPort Help menu.