Imaging - PRODUCTION Web Client Silent Install Instructions

Image
PROD Web Client Silent Install Instructions

Contents
Set Up a Scanner ..................................................................................................................................................... 2 Install Kofax VirtualReScan ................................................................................................................................. 2 Fujitsu fi-6140, 6670, and 6770 ...................................................................................................................... 2 Fujitsu fi-6670A and fi-6770A ......................................................................................................................... 9 Connect the Scanner to Your Computer ........................................................................................................... 18 Resolve the Found New Hardware Wizard Event ......................................................................................... 19 Verify the Scanner Connection ..................................................................................................................... 19 Configure the Web Client ................................................................................................................................. 21 Test the Web Client .............................................................................................................................................. 28
Image PROD Web Client Silent Install Instructions, Version 0.1, 16-Mar-2010
pg. 1
Set Up a Scanner
Install Kofax VirtualReScan
The first step to set up a scanner is to install Kofax VirtualReScan. Before you start the Kofax VirtualReScan (VRS) installation process, gather the following: 1. Fujitsu setup CD or DVD (should have come with the fi-6670A scanner; might be red and white in color) 2. VRS installation CD or DVD (should have come with the fi-6140 scanner, might be yellow and grey in color) 3. VRS-certified scanner (Fujitsu fi-6140, 6670, 6670A, 6770 or 6770A) 4. Power and USB cords (should have come with the scanner)
Fujitsu fi-6140, 6670, and 6770 To install the VRS software for the fi-6140, 1.
6670, and 6770:
2.
Close all applications on the workstation. Make sure the scanner is NOT connected to the workstation. Insert the VRS installation CD (might be yellow and grey in color) in the appropriate drive. The CD supports AutoPlay, so the installation will automatically start (if it does
not start, run setup.exe from the root folder of the installation CD). The VRS installation will begin. 3. If you installed the Windows Client in the previous section, you may get the window below. Select Yes.
pg. 2
4. The welcome screen is displayed. Click the Next button.
5. The license agreement screen is displayed. Click the I Accept the Terms in the License Agreement option, then click the Next button.
pg. 3
6. The destination folder screen is displayed. Accept the default if the required space is available.
7. If you installed the Windows Client in the previous section, you may get the window below. Select Continue.
pg. 4
8. The certified scanners screen is displayed. below shows the 6140 selected.
Select your scanner from the list.
The example
9. You will be notified when the installation process is ready to begin (see below). If you want to revise any settings before proceeding with the installation, click Back to return to the previous screens. Otherwise, click Install to proceed with the installation process.
pg. 5
10. A confirmation message, followed by a series of update messages (see below), will display while the installation is in progress.
11. You will be notified when the VRS installation process is completed (see below). Click Finish to end the installation process and clear the notification message.
pg. 6
12. If
prompted, select the option to restart your computer now, and then click Finish. Do not remove the VRS installation CD until the computer has been restarted, because it is possible that scanner drivers may be installed from the CD after the computer is restarted. The scanner driver installation process may vary,
according to the scanner you selected earlier in the installation procedure.
13. Once the computer is restarted, the Register VRS dialog box is displayed.
Provide the user identification information requested, and select the Register Now button.
pg. 7
14. The VRS Update Manager dialog box is displayed next.
Select the Options button and the Options window will appear on top. Within the Options window select the Never option and then the Close button. You will be returned to the VRS Update Manager window. Select the Close button to skip the update process now.
15. Remove the setup CD and store it in a safe place. If you were not provided a Transocean DVD, map the network drive below to a drive letter if you had not done so previously.
\\hdcfnkofdev01\DeepwaterClientProd Select Start Run then enter {Your DVD or Mapped Drive Letter}:\PatchKofax
A window will appear and some but not all files will copy. Press any key to close the window.
16. Once you are logged back into Windows and the setup program is done, reboot one more time.
pg. 8
Fujitsu fi-6670A and fi-6770A To install the VRS software for the fi-6670A 1.
and fi-6770A:
2.
Close all applications on the workstation. Make sure the scanner is NOT connected to the workstation. Insert the Fujitsu setup CD (might be read and white in color) in the appropriate drive. The CD supports AutoPlay, so the installation will automatically start (if it does
not start, run install.exe from the root folder of the setup CD). The Fujitsu installation will begin.
3. The setup screen is displayed. Select the Install (Custom) option.
pg. 9
4. The install products screen is displayed.
Select the VRS option corresponding to the exact model of scanner you have. The exact model should be displayed on the scanner itself. The example below shows the 6670A selected. If you are asked whether or
not you want to register your scanner, you can decline for now and go to the website later, or you can complete the postcard included with the packing later and mail it in.
5. If you installed the Windows Client in the previous section, you may get the window below. Select Yes.
pg. 10
6. The welcome screen is displayed. Click the Next button.
7. The license agreement screen is displayed. Click the I Accept the Terms in the License Agreement option, then click the Next button.
pg. 11
8. The destination folder screen is displayed. Accept the default if the required space is available.
9. If you installed the Windows Client in the previous section, you may get the window below. Select Continue.
pg. 12
10. The certified scanners screen is displayed. below shows the 6670A selected.
Select your scanner from the list.
The example
pg. 13
11. You will be notified when the installation process is ready to begin (see below). If you want to revise any settings before proceeding with the installation, click Back to return to the previous screens. Otherwise, click Install to proceed with the installation process.
pg. 14
12. A confirmation message, followed by a series of update messages (see below), will display while the installation is in progress.
13. You will be notified when the VRS installation process is completed (see below). Click Finish to end the installation process and clear the notification message.
pg. 15
14. If
prompted, select the option to restart your computer now, and then click Finish. Do not remove the Fujitsu setup CD until the computer has been restarted, because it is possible that scanner drivers may be installed from the CD after the computer is restarted. The scanner driver installation process may vary,
according to the scanner you selected earlier in the installation procedure.
15. Once the computer is restarted, the Register VRS dialog box is displayed.
Provide the user identification information requested, and select the Register Now button.
pg. 16
16. The VRS Update Manager dialog box is displayed next.
Select the Options button and the Options window will appear on top. Within the Options window select the Never option and then the Close button. You will be returned to the VRS Update Manager window. Select the Close button to skip the update process now.
17. Remove the setup CD and store it in a safe place. If you were not provided a Transocean DVD, map the network drive below to a drive letter if you had not done so previously.
\\hdcfnkofdev01\DeepwaterClientProd Select Start Run then enter {Your DVD or Mapped Drive Letter}:\PatchKofax
A window will appear and some but not all files will copy. Press any key to close the window.
18. Once you are logged back into Windows and the setup program is done, reboot one more time.
pg. 17
Connect the Scanner to Your Computer

1. Make sure to turn off the scanner and computer and unplug the power cord for both. 2. Attach the scanners UBS cable to the appropriate port (USB) on your scanner and to the appropriate port (USB) on your computer. a. If you have the fi-6140, 6670 or 6770 scanner, there should be only one USB port on the back of scanner to plug into.
b. If you have the fi-6670A or 6770A scanner, there could be two USB ports on the back of scanner. One of the ports should be closest to a label titled, VRS Controller. Plug the USB cable into that scanner port.
3. Plug in the power cord for your scanner and start it. 4. Plug in the power cord for your computer and then start it. Windows may launch the Found New Hardware Wizard. If so, go to the Resolve the Found New Hardware Wizard Event section below and follow the instructions. If the Found New Hardware Wizard does not launch, VRS should be ready to use. Proceed to the Verify the Scanner Connection section below to make sure.
pg. 18
Resolve the Found New Hardware Wizard Event Use the procedure in this section to resolve the Found New Hardware Wizard event that may occur after you have attached the scanner to your computer. 1. If you are asked if Windows can connect to Windows Update to search for software, select No and then click on the Next button. 2. Select to install the software automatically and then click Next. If Windows displays a warning message about failure to pass Windows Logo testing, select the Continue Anyway button. 3. If Windows is able to detect the appropriate drivers and files, it will indicate so. Select the Finish button. 4. If the wizard is unable to detect the appropriate drivers and files, another screen will appear. In this case, select the option labeled Dont Prompt Me Again to Install This Software and click Finish. 5. Select the option to restart your computer. Verify the Scanner Connection Use this procedure to verify that your scanner is properly connected. To check the scanner connection status, do the following. 1. From your Windows Desktop, right-click My Computer and select Manage. 2. From the left pane of the Computer Management console, double-click the Device Manager icon. The devices on your system appear in the right pane. Expand the Imaging devices node. 3. If your scanner appears under Imaging devices, it has been properly connected to your system, and you can continue to the Set Up a Scanner Profile section below. If your scanner is not listed as an imaging device, check the USB cable connection, make sure the scanner is plugged in and turned on, and try restarting the computer. Then check again to see if the device is listed. If your scanner still is not listed, check the scanner to see if it is displaying any error codes and resolve. If the scanner is still not listed as an imaging device and is not displaying any error codes, your scanner may have been connected to the workstation when installing VRS. The below display is applicable to the 6140, 6670 and 6770 scanners. Uninstall all three Kofax TWAIN, VRS, and Fujitsu components (see below for the three components to uninstall), make sure the scanner is not connected to the workstation, and reinstall Kofax VRS. If you uninstall Kofax VirtualReScan 4.20 below, it will uninstall the TWAIN and Fujitsu components also.
pg. 19
If the scanner is still not listed as an imaging device and is not displaying any error codes, your scanner may have been connected to the workstation when installing VRS. The below display is applicable to the 6670A and 6770A scanners. Uninstall all three Kofax TWAIN, VRS, and SCSI components (see below for the three components to uninstall), make sure the scanner is not connected to the workstation, and reinstall Kofax VRS. If you uninstall Kofax VirtualReScan 4.20 below, it will uninstall the TWAIN and SCSI components also.
4. Close the Computer Management console.
pg. 20
Configure the Web Client
If you were not provided a Transocean DVD, map the network drive below to a drive letter if you had not done so previously.
\\hdcfnkofdev01\DeepwaterClientProd Select Start Run then enter {Your DVD or Mapped Drive Letter}:\SetupWeb
The resulting window should look similar to the below. Press any key to continue.
pg. 21
The Web Client is a browser-based scanning client and as such does not require software to be installed on the workstation. Go to http://kfs.deepwater.com/KFS/KFSWebClient/login.jsp and login with your Windows network user ID and password. Include HQ\ with your user ID.
pg. 22
Once logged in, select the Inbox Options button
Within the dialog window displayed, select the Scan with the Selected Scanner Connected to a Local Computer option, and from its associated pull down list, select Kofax button.
Software VRS-TWAIN, then click the OK
pg. 23
You should now be able to insert a document into the scanners sheet feeder and select the Scan All Pages button . The scanner should now scan the document although it may take a moment to initialize. If the below window appears after scanning the one or more pages you inserted, you may click the Cancel button (the scanner was just waiting to see if you were going to insert additional paper).
The document should appear within the Web Client user interface similar to the below. If so, congratulations!
pg. 24
Right click on the VRS icon in the system tray. Select Preview from the resulting popup menu. The VirtualReScan Interactive Viewer should appear. The settings should match the below examples with one possible exception. Contrast may fall within the range of 50 to 70.
pg. 25
pg. 26
Click Cancel to return to the Web Client. Select Log Off.
pg. 27
Test the Web Client

We are now going to test the functionality and performance of the Web Client. Youll need a stop watch or a watch with a second hand. Gather four documents of 3, 10, 25 and 50 pages each and three PO numbers. A spreadsheet has been provided separately to record the time values gathered (\\hdcfnkofdev01\DeepwaterClientProd\ImageCaptureWorkstationTestResults.xlsx). Perform the following 19 steps three times using a different PO number each time. 1. Go to http://kfs.deepwater.com/KFS/KFSWebClient/login.jsp and login with your Windows network user ID and password. Record (in column E) the time that elapses between when you select the Logon button and when you are completely logged in and the browser is finished downloading.
pg. 28
2. Insert the 3-page document into the scanners sheet feeder and select the Scan All Pages button . The scanner should now scan the document although it may take a moment to initialize. If the Out of Paper error window appears after scanning the document you inserted, you may click the Cancel button (the scanner was just waiting to see if you were going to insert additional paper). The document should appear within the Web Client user interface similar to the below. Record (in column F) the elapsed time between when you select the Scan All Pages button and when the browser is finished refreshing the Web Clients screen. View the pages in the bottom panel for readability.
3. Repeat step 2 for the 10-page document. View the pages. 4. Repeat step 2 for the 25-page document. View the pages. 5. Repeat step 2 for the 50-page document. View the pages.
pg. 29
6. Select the Get Next Document button. The first document scanned (3 pages) should be displayed in the bottom panel for purposes of indexing. Select a Destination Type of Purchase Order Document. The screen should refresh with additional fields. Select your location as the Source Location. Select Certification for Document Type. Type a valid PeopleSoft PO number including leading zeroes into the PO Number field and select the keyboards Tab key. Record (in column G) the elapsed time between when you select the Tab key and when the browser is finished refreshing the Web Clients screen.
pg. 30
7. If the resulting screen shows, Select from the values below, in the PO Number field, the PO number you entered was found more than once within PeopleSoft. View the multiple entries found within the PO Number pull-down list. Note that you can hold the mouse pointer over any one of the entries in the list to view all of the information about that entry. See the example below. Select the correct PO from within the PO Number pull-down list.
pg. 31
8. If your PO number was found once or after you selected a specific PO number from within the list provided, the remaining fields should automatically be filled in with data from PeopleSoft. Record the PO number you entered (in column H) and the Vendor Reference Number returned (in column I).
9. Select the Submit button. You should be returned to your Inbox which lists the remaining documents you previously scanned. Record (in column J) the elapsed time between when you select the Submit button and when the browser is finished refreshing the Web Clients screen. 10. Repeat steps 6-9 for the 10-page document. Use MVR for Document Type and the same PO. 11. Repeat steps 6-9 for the 25-page document. Use PO Backup for Document Type and the same PO. 12. Repeat steps 6-9 for the 50-page document. Use Receiving Documentation for Document Type and the same PO.
pg. 32
13. At this point four documents you scanned have been stored in FileNet according to the PO you used above. Log into PeopleSoft (i.e. FS9TST) and navigate to the vendors Summary page using the vendor reference number you recorded previously. Select the Vendor Documents link.
pg. 33
14. A new window or tab should appear, and you may be asked to log in. If so, use your Windows user ID and password. Once logged in, you should receive a window similar to the below. Record (in column K) the elapsed time between when you selected the Vendor Documents link and when the browser is finished displaying the window similar to the below. Navigate the list returned to the four Purchase Order documents you scanned using the PO number and document type you entered as references.
pg. 34
15. Within the window above, click on your Certification document to highlight it and click on the display icon . The document itself should display in a window or tab similar to the below. Record (in column L) the elapsed time between when you selected the display button and when the browser is finished displaying the window similar to the below. View the pages. Close the document window.
16. Repeat step 15 for your MVR document. 17. Repeat step 15 for your PO Backup document. 18. Repeat step 15 for your Receiving Documentation document. 19. Select Log Off and close all browser windows remembering to sign out of PeopleSoft first. 20. Repeat steps 1-19 for your second PO, and then again for your third PO. 21. Return
the completed spreadsheet as requested.
pg. 35

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PROD Web Client Silent Install Instructions

6670, and 6770:

4. The welcome screen is displayed. Click the Next button.

Select your scanner from the list.

according to the scanner you selected earlier in the installation procedure.

14. The VRS Update Manager dialog box is displayed next.

3. The setup screen is displayed. Select the Install (Custom) option.

4. The install products screen is displayed.

6. The welcome screen is displayed. Click the Next button.

Select your scanner from the list.

according to the scanner you selected earlier in the installation procedure.

16. The VRS Update Manager dialog box is displayed next.

Connect the Scanner to Your Computer

4. Close the Computer Management console.

Configure the Web Client

Once logged in, select the Inbox Options button

Software VRS-TWAIN, then click the OK

Click Cancel to return to the Web Client. Select Log Off.

Test the Web Client

the completed spreadsheet as requested.

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