ProSystem fx® Scan Installation Guide - Support
Contents
1. 16 Chapter 4 Getting Help with ProSystem fx Scan 18 Contents iii Chapter 1 OVERVIEW AND INSTALLATION The paperless workflow can be a reality for your firm with ProSystem fx Scan Scan generates bookmarked PDF files from scanned client documents These files can then be stored in ProSystem fx Document ProSystem fx Document On Premise CCH Axcess Document or any other Microsoft Windows based document management system that includes the ability to access PDF files All the information needed to prepare tax returns is available in a digital form and can be stored in your document management system If your firm uses Tax Scan can also extract data from the PDF files and flow it into client tax returns dramatically reducing the amount of manual data entry that is required This guide provides information about installing the Scan components and performing the initial configuration for Scan For more detailed information about administering and using Scan see the ProSystem fx Scan User Guide ProSystem fx Scan Components Scan is a collection of services that work together to process your scanned documents The services are accessible through two major components Scan Administrator is the center of Scan processing When scans are submitted for processing Scan Administrator retrieves and optimizes them then converts them into editable text with OCR Finally Scan generates the bookmarked PDF files and a2. Wolters Kluwer CCH ProSystem fx Scan Installation Guide December 2014 2000 2014 CCH INCORPORATED a part of Wolters Kluwer All rights reserved Material in this publication may not be reproduced or transmitted in any form or by any means without prior written permission Requests for that permission should be directed to CCH INCORPORATED 20101 Hamilton Ave Suite 200 Torrance CA 90502 The contents of this publication are believed to be accurate However responsibility cannot be assumed for the information contained herein and the consequences resulting from the use thereof Material in this publication is subject to change without notice This User Manual and the computer software it describes are designed to provide accurate and authoritative information in regard to the subject matter covered They are distributed with the understanding that the publisher is not engaged in rendering accounting legal or other professional service If legal advice or other expert assistance is required the services of a competent professional should be sought ProSystem fx is a registered trademark of CCH INCORPORATED Global fx is a registered trademark of CCH INCORPORATED Windows is a registered trademark of Microsoft Corporation All other brand product or company names are trademarks or registered trademarks of their respective owners Chapter 1 Overview and Installation 1 Contents P ProSystem fx Scan Compo
3. Scan Catalog If selected newly extracted files can be emailed from the Scan Validation window La Note Your imported file can also be emailed directly to the CCH Scan Catalog team at scancatalog wkglobal com This file can be located in your Archive folder at C ProSystem fx Scan ProSystem fx Scan Shared Archive Select Submit AutoFlow Usage Statistics to automatically provide CCH with nonsensitive information about how your firm uses ProSystem fx Scan Choose an option in the Remove Blank Pages field to indicate which criteria to use when removing blank pages Select one of the following Disable Do not remove any blank pages Dirty Remove blank pages that are dirty white with speckles or dots Very Dirty Remove blank pages that are very dirty or have dark creases or staple marks Single Line Pages Remove blank pages if they contain one visible line of text reading This Page is intentionally left Blank Select an OCR method AFR OCR is the default and recommended method Select a Catalog The Catalog controls whether the file is bookmarked as a 1040 or 1041 return Select a Type The Type is displayed only for Catalog US 1040 This controls the bookmark structure of the PDF files generated from the Import folder Choose one of the following Original conforms to the original Scan bookmark structure of the 1040 tax return Organizer uses a bookmark structure that conforms to the Tax Organizer Select the number 0 for Au
4. and navigating to or entering a new location The default Import Archive and Export folders are added to the ProSystem fx Scan shared folder as part of the installation process Click Next Click Install and wait for the installation to complete Select the permission key option for this installation The options are as follows Evaluation version This option allows you to use Scan for a limited evaluation period If you have purchased a license for Scan you should not select this option Download permission key from the internet Select this option if you plan to access your permission key through the ProSystem fx Support Web site After clicking Next you will be asked to log in to the Single Sign On SSO Web page with your user ID ProSystem fx account number and password Use existing permission key If a permission key is detected on the server this option is selected by default and there is no need to select a different option If a permission key is not detected this option is disabled Use permission key from drive path Select this option to browse to a permission key that is stored in a folder on the network or on a disk drive Enter the location of the permission key or click the browse button d to locate the file Click Next Select Reboot now to complete the installation process You must restart your computer before you can configure Scan Administrator and before you can install Scan Workstation Click Finis
5. multiple Export folders Setting Up an Import Folder Scan picks up files for processing from the Import folders You must set up at least one Import folder when you configure Scan initially If needed you can add more Import folders at a later time in Scan Administrator When you set up the Import folder you also must identify the following The Data Extraction Setting Recognition Settings OCR and Catalog for source documents from this Import folder The Archive folder where the original scanned source documents from this Import folder will be stored after processing The Export folder where the PDF files generated from documents in this Import folder will be stored after processing Scan processes jobs in order of the priority assigned to the Import folders and then in the order that the folders display in on the Folder Settings tab You can move folders up or down in the list to set the order of processing To move an Import folder select an Import folder and then click Up or Down to position it in the list Chapter 3 Configuring ProSystem fx Scan 11 To add and configure an Import folder do the following 1 Open Scan Administrator on the server or workstation where Scan was installed 2 Select the Folder Settings tab 3 Click Add New 4 Enter a unique name for the folder that clearly identifies its priority or purpose 5 Select a priority level that will apply to files in this folder 6 Select a folder t
6. or not the border is printed on all four sides of the page if detected Multi splits individual pages into distinct documents and jobs based on cover pages It also splits single and multi page documents based on target sheets and deletes blank pages and target sheets from the batch It also deletes the entire batch when completed ScanSoft OCR is an alternative OCR service that performs optical character recognition OCR on each form It converts images to text and a single page PDF file for folders set to SS OCR AFR OCR performs optical character recognition on each form It converts images to text and a single page PDF file for folders set to AFR OCR Chapter 3 Configuring ProSystem fx Scan 15 Image Export converts images to a single page PDF file and exports them to the Pending folder for processing This service is used when neither Identify and Bookmark nor Create Searchable PDF are selected on the Folder Settings tab or in the event of an OCR error a Classification assigns each document to a predefined template for PDF bookmarking PDF Export creates the bookmarked PDF file from single page PDF files and creates bookmarks based on the classification It then exports the bookmarked PDF file to the designated export folder Configuring Scan Services Scan Services can run as local system services or as system admin services By default all services are set to run as local system services If the Import Archive and
7. support representative Telephone You can call our support representatives at 1 800 PFX 9998 option 6 La Note Normal business hours for our Support representatives are 8 a m to 7 p m CT Monday through Friday Extended business hours including some weekends are available at select times of the year Chapter 4 Getting Help with ProSystem fx Scan 18
8. Export folders are on the same computer with Scan Administrator the services should be run as local system services If the Import Archive and Export folders are located on a computer other than the one where Scan Administrator is installed then the Folder Monitor and PDF Export Scan services should be run from a system administrator account To change the user for the Folder Monitor and PDF Export services do the following Right click My Computer Select Manage Double click Services and Applications Double click Services Scroll down to the services listed for ProSystem fx Scan and then scroll to the right until you see a Log On As column Right click Folder Monitor and then select Properties Click the Log On tab Select This account Ob a Enter the user name and password for the administrative account that you want to use Click OK Repeat steps 6 through 10 this time selecting PDF Export instead of Folder Monitor ee oe a E 1 1 P Note You must stop and restart a service after a change has been made Configuring Scan Workstation and ProSystem fx PDFlyer After Scan Workstation and ProSystem fx PDFlyer are installed on the individual workstations the staff members who will use these programs can configure the programs for their needs Some of the configuration options in Scan Workstation include Setting the Scan Workstation window to be transparent or to always display on top of other windows Specifyi
9. click on the service you want to run from this server and select Properties Choose either Image Enhancement or OCR Select the Log On tab Select This account and enter the domain name and user name of an administrative user with rights to both the Scan Administrator computer and the computer where Scaled Server is installed The information should be in this format Domain User name Enter and confirm the password of the administrative user If you installed additional services on this computer repeat steps 1 through 7 to configure the other services Click OK La Note When using Scaled Server to run Image Enhancement or OCR services you may want to stop those same services from running on the Scan Administrator server so that more resources are available for running the remaining Scan services Installing Scan Workstation If you are updating from a previous version of Scan Workstation the installer will detect and remove the older version automatically P Note Microsoft NET Framework 2 0 and 4 0 must be installed on each workstation running Scan Workstation If you have not already installed NET Framework 2 0 and 4 0 they will be installed for you during the installation To install Scan Workstation do the following 1 sete a oO Browse to lt computer name gt Workstation and launch ProSystem fx Scan Workstation exe file The installation wizard displays Click Next Review the License Agreement and accept th
10. cuments and PDF files in three types of folders Import folders are the locations where Scan retrieves scanned documents for processing You can use a single default Import folder or you can create additional Import folders The following are examples of how you can categorize your firm s Import folders By scanner By priority By task By staff member a By type of client If you have more than one Import folder then Scan jobs are processed according to the priority levels assigned to the folders and then in the order that the folders display on the Folder Settings tab The system administrator can move Import folders up and down in the Folder Settings list as needed Upon installation Scan creates a Default 1040 folder and a Default 1041 folder P Note Two different Import folders are created but the Archive and Export folders are shared Archive folders hold the scanned source documents after they are processed by Scan An Archive folder must be assigned to each Import folder A single Archive folder can be assigned to all your Import folders If your firm processes a lot of scans you may want to create multiple Archive folders Export folders contain the bookmarked PDF files that are published by Scan Like Archive folders you must assign an Export folder for each Import folder A single Export folder can be assigned to all your Import folders If you want to keep the PDF files organized you may want to create
11. e terms of the agreement Click Next If needed change the destination folder where Scan Workstation will be installed by clicking Browse and navigating to or entering a new location Click Next Click Install Wait for the installation to complete Click Finish Chapter 2 Installation 8 After configuring Scan Administrator and installing Scan Workstation on at least one workstation you can use the 1040 or 1041 sample TIF test file in the ProSystem fx Scan Sample folder to verify that Scan is working properly The 1040 file is named John Smith 1040 Sample File TIF The 1041 file is named Rose Smith 1041 Sample File TIF After Scan Administrator is installed and configured copy and paste the test file into an Import folder Scan automatically detects and processes the import file then generates a bookmarked PDF file in the Export folder P Note If you process a sample file multiple times the first instance of the exported PDF file is named 2013 John amp Elizabeth Smith pdf and each additional instance increments by one for example 2013 John amp Elizabeth Smith 1 pdf To prevent this delete the sample file from the Export folder each time you process it Chapter 2 Installation 9 Chapter 3 CONFIGURING PROSYSTEM FX SCAN Opening Scan Administrator To open Scan Administrator do the following 1 Select ProSystem fx Scan Administrator from the Start menu 2 Enter the user name and password for the com
12. e with Scan Administrator For best results follow these guidelines for Scan Administrator Do not install Scan Administrator on a computer that houses other critical applications as it may cause degradation in performance to other applications Install and run Scan Administrator on multi core processor systems if possible This allows Scan Administrator and the Windows operating system to distribute processes equally The Import Archive and Export folders can be on a workstation fileshare or server that is separate from the Scan Administrator machine Recommendations for High Volume Firms If your firm processes a large number of Scan jobs we recommend the following additional measures to optimize performance Drives should be high RPM high capacity Ultra Wide SCSI 3 units Disk controllers should include hardware level support for RAID 0 1 provide on board disk caching of at least 32 MB allow for Write Back write to RAM caching and provide battery backup for the onboard cache Network bandwidth should be multiplied by a factor of three or four or more depending on your workflow to accommodate the image data that will be transferred Scan Administrator moves images and data across network connections Depending on the number of workstations and images you are processing the network bandwidth required can be significant Scan Administrator should be set up as a discrete sub network isolated from other LAN applica
13. formation for your installation of Scan There are no settings to modify in this section To modify the Scan general settings do the following 1 Open Scan Administrator on the server or workstation where Scan was installed 2 Select the General Settings tab 3 In the General Settings section change the settings as needed to meet your firm s needs Check Every ___ Seconds for New Files to Capture This field sets the time lapse before Scan checks for a new file in an Import folder Enter any value between 20 seconds and 600 seconds 10 minutes Update Jobs Every ___ Seconds This setting determines how often the job information displayed on the Queue tab and Scan Workstation is refreshed You can set any value between 20 seconds and 600 seconds 10 minutes Capture Wait Time ___ Seconds This setting is the minimum amount of time that a file must be in the Import folder before Scan processes it You can use the wait time to ensure that a file has not changed in the time that elapses before Scan processes the file If a file is modified during this wait period Scan will try to import the file after the wait time has elapsed again G amp L Excel Settings By default All Statements on One Tab is selected This selection imports all gain and loss statements to the Excel spreadsheet on one tab If you want each gain and loss statement to import on separate tabs select One Statement Per Tab Limit Capture to ___ Currently Processing F
14. h Chapter 2 Installation 6 Once installation completes you can configure Scan Administrator See Configuring Scan on page 10 for more information Running Services on a Scaled Server If your firm processes many tax returns using the Scaled Server installation can improve the overall performance of Scan With this installation Scan Administrator is run on one dedicated server while two of Scan s most processing intensive services optical character recognition OCR and image enhancement can be run on one or more separate computers Scan Administrator must be installed on a dedicated server before Scan Scaled Server can be installed Do not install Scan Scaled Server on the same server where Scan Administrator is installed The operating system requirements for Scan Scaled Server are the same as for Scan Administrator Installing Scaled Server If you are installing Scan Scaled Server for the first time do the following hWDN CON ODO U 9 10 11 12 13 14 15 16 17 Log into the computer that you will be using as the Scaled Server Browse to lt computer name gt Scaled Server and launch the Setup exe file Click Install ProSystem fx Scan Scaled Server The installation wizard displays Click Yes if you would like to continue the installation without disabling your antivirus Click No if you do not want to continue with the installation Click Next Review the License Agreement and accept the terms
15. iles This setting indicates the number of files Scan can process simultaneously You should set the capture limit high enough to process your normal workload If you set the number too low and have multiple Import folders jobs in low priority folders or in folders at the end of the Folder Settings list may be stalled since higher priority jobs are captured first e If you use this option reserve the top spot on the Import folder list in Folder Settings for rush jobs setting the priority level to High This will ensure that jobs in this folder are processed first Chapter 3 Configuring ProSystem fx Scan 14 4 Show Files Ready to Import Select this option if the files waiting to be captured should display in the Queue with a priority of Ready and a corresponding message of File Ready for Import This option works correctly if Limit Capture is set above zero Enable Files To Be Uploaded To CCH Select this to have the option of uploading problematic files to the CCH Scan Catalog team for possible inclusion in the ProSystem fx Scan Catalog If selected files can be uploaded from the Scan Workstation or the Scan Validation window Overwrite Default Issuer Information in Tax This option is selected by default and will overwrite the default issuer payer information in Tax If you do not want the issuer payer information to be overridden clear this box Note This option is also available in AutoFlow Wizard s Review Tax Forms w
16. indow This gives you the flexibility to make a different selection per form Overwrite Default Recipient Information in Tax Select this option if you want to overwrite the default recipient information in Tax Ld Note This option is also available in AutoFlow Wizard s Review Tax Forms window This gives you the flexibility to make a different selection per form Import 0 00 Wash Sales This option is selected by default and will import Wash Sales when they are reported as 0 00 on Brokerage Statements Clear this box if you do not want the 0 00 Wash Sales to import to Tax Click Save Managing Scan Services Scan is a collection of services that work together to process your scanned documents You can start or stop services on the Scan Administrator Services tab You can use this capability to troubleshoot problems or to temporarily suspend all Scan jobs if needed The services included in Scan are as follows Folder Monitor monitors Import folders for files to be processed It also updates batch statistics per the Import Status folder Quality Assurance detects rotation skew and noise in the image and other characteristics necessary for image enhancement prior to form classification Image Rotation rotates the images to an upright position prior to form classification Image Enhancement deskews despeckles and removes blank pages if detected Border Removal removes borders on the margins of the page regardless of whether
17. nents System Requirements for Scan Administrator 220cceeeeeeeeeees 2 Suggestions for Achieving Optimal Performance with Scan Administrator 3 Recommendations for High Volume Firms 2 02 2 2 eee eee eee eee 3 System Requirements for Scan Workstation c220ceeeeeeeeeeees 3 Chapter 2 Installation 5 Recommended Workflow for Installing ProSystem fx Scan Components 5 Installing Scan Administrator 000 0 eee e cee eee eee ee eee eee nennen enn 6 Running Services on a Scaled Server 2200cceeeceeeeeeeeeeeeeenceeees 7 Installing Scaled Server eee e cece c eee unearen ranerne eneren 7 Configuring Scaled Server 2 22 0 e cece eee eee cece cece ee eeeeees 8 Installing Scan Workstation 0 00 00 e cece ee eee ee ence eeeeees 8 Chapter 3 Configuring ProSystem fx Scan 10 Opening Scan Administrator 2 0 20 cece eee e cece cee eeeceeeeeeeeneeees 10 Configuring Scan 2 cece cece eee ee eee cece ee eee VEETEELT ArI EiS 10 Overview of Import Archive and Export Folders 22 11 Setting Up an Import Folder 0 2 2 0 occ e cece cece eens 11 Setting Scan Defaults 2 0002 oo eee eee eee eee eee eees 14 Managing Scan Services 00 0 0 eee ee cece eee cece ee eee eee e ee eee eeeeeees 15 Configuring Scan Services 0 2 0 0 eee cece eee ee eeeeees 16 Configuring Scan Workstation and ProSystem fx PDFlyer
18. ng how often the Scan Workstation window is updated with current job information Selecting the default printer that Scan uses to print cover pages and target sheets Chapter 3 Configuring ProSystem fx Scan 16 Some of the configuration options in ProSystem fx PDFlyer include Selecting ProSystem fx PDFlyer options that are available upon startup Customizing the way your calculator tapes stamps and sticky notes display Setting options that control when warning messages display Full instructions for configuring Scan Workstation and ProSystem fx PDFlyer are included in the ProSystem fx Scan User Guide Chapter 3 Configuring ProSystem fx Scan 17 Chapter 4 GETTING HELP WITH PROSYSTEM FX SCAN In addition to this guide you can get additional information about ProSystem fx Scan from the following resources Online Help files The ProSystem fx Scan help file can be accessed from within the program by selecting Help gt ProSystem fx Scan Help Topics from any Scan window or by pressing F1 on your keyboard Knowledge Base You can search for answers to specific questions in our CCH Support Knowledge Base at http support cch com answers Online chat Our Scan Support representatives are available to take your questions via live online chat To use online chat go to http support cch com chat taxtechsupport After entering your name email address and account number into the online form you will be connected to a
19. o use as the Import folder To set up an Import folder do the following a Click the browse button 1 beside the Import Folder field b Navigate to and select the folder where Scan should pick up files for processing Keep in mind the following Each Import folder must have a unique path Import folders must be a valid shared folder UNC with access granted to both the administrator and the workstation users who will need to use files in that Import folder c Click OK to return to the Folder Settings tab LJ Note If you chose an Import folder that is not a shared UNC folder an alert icon displays indicating that you must go back and choose a valid folder 7 Select a folder to use as the Archive folder for files after they are processed To set up an Archive folder do the following a Click the browse button 2 beside the Archive Folder field Navigate to and select the folder that Scan should use for archiving source documents from this Import folder after they are processed Keep in mind the following restrictions The Archive folder cannot be used as any other type of folder Import or Export If needed you can use the same Archive folder for all source documents regardless of which Import folder the documents came from c Click OK to return to the Folder Settings tab 8 Select Archive to Subfolders to create a subdirectory for archive storage If this option is selected the source file is m
20. of the agreement Click Next If needed change the destination folder where Scan Scaled Server will be installed by clicking Browse and navigating to or entering a new location Click Next Select the services to run on this scaled computer Click Next Enter the scan server log on and password where Scan Administrator is installed Click Next Click Install and wait for the installation to complete Select Reboot now to complete the installation process You must restart your computer before you can use the Scaled Server Click Finish to close the installation window Verify that the installed service or services will start La Note Depending on the processing capacity of the Scaled Server you may want to configure only one of the services on a single computer If needed you can add an additional Scaled Server to run one of the services as well Chapter 2 Installation 7 Configuring Scaled Server Use the procedure below to configure a Scaled Server to run the Image Enhancement and OCR services included with Scan Depending on the processing power of the Scaled Server and the volume of scanning your firm does you may only want to run one service on this Scaled Server and to run the other service on another computer hWDN ol 9 Select Administrative Tools from the Control Panel Select Services in the list Locate the service associated with the Scan components you installed on the Scaled Server Right
21. oved to a subdirectory in the Archive folder after processing 9 Select a folder to use as the Export folder This folder will hold the bookmarked PDF files that Scan generates To set up an Export folder complete the following a Click the browse button beside the Export Folder field b Navigate to and select the folder where Scan should store the final bookmarked PDF files Keep in mind the following restrictions for Export folders The Export folder cannot be used as any other type of folder Import or Archive If needed you can use the same Export folder for all source documents regardless of the Import folder they came from c Click OK to return to the Folder Settings tab 10 Select Export to Subfolders to create a subdirectory for export If selected once a Scan job completes the bookmarked PDF file will be moved to a subdirectory in the Export folder Chapter 3 Configuring ProSystem fx Scan 12 11 Select options for each folder a Select Identify and Bookmark if you want the PDF files created by Scan to be bookmarked automatically This option must be enabled if you plan to import data Select Border Removal to remove the borders on the margins of the page regardless of whether or not the border is printed on all four sides of the page Select Enable Files To Be Emailed to CCH to have the option to send problematic files to the CCH Scan Catalog team for possible inclusion in the ProSystem fx
22. puter where Scan Administrator is installed LJ Note When logging in to Scan Administrator you can use the IP address of the Scan Administrator computer or the Computer Name If you expect the IP address to change we recommend you log in using the Computer Name 3 Click Logon Configuring Scan After installing ProSystem fx Scan use Scan Administrator to configure Scan for your firm The two major configuration tasks for Scan are Setting up Import folders Import folders are the locations where Scan looks for scanned documents to process Scan monitors the Import folders on a continuous basis processing jobs according to priority levels that you assign Import folders are created and configured on the Folder Settings tab in Scan Administrator You must set up at least one Import folder Depending on your firm s needs you may need to create multiple Import folders to help organize Scan jobs Establishing general settings for Scan Scan s general settings allow you to control how often Scan checks for jobs as well as how quickly it begins processing If your firm processes a high volume of scans you also may want to use the Limit Capture function on the General Settings tab to control how many files are processed at once Chapter 3 Configuring ProSystem fx Scan 10 Overview of Import Archive and Export Folders The Folder Settings tab in the Scan Administrator window is where you manage Scan folders Scan stores source do
23. r Scan Administrator Scan Administrator is normally installed and run on a server but can be installed on a dedicated workstation that meets the system requirements Storage of the Import Archive and Export folders can be located anywhere on your network or on any workstation that you select as long as they are shared folders with write access granted to all the computers where Scan Administrator and Scan Workstation are installed Component Minimum Recommended Processor Pentium 4 Multi Core Processor RAM 2 GB 8 GB 1 GB for program files 2 GB for program files Disk Space i 1 GB for temporary data files 2 GB for temporary data files Monitor with resolution of 1024x768 Other Monitor with resolution of 1024x768 HIG SWappanie ac pac kplane tar Hardware multiple disk drives optimal Option for remote system management EDN h ORME WS 7 Dedicated Windows Server 2012 Professional The following environments are not supported Environments Microsoft Small Business Server Citrix Terminal Services Environments Peer to Peer Networks Server Environments with IIS installed A Internet Explorer ouier Adobe Reader Software Microsoft NET Framework Chapter 1 Overview and Installation 2 Component Minimum Recommended If Microsoft Office is installed the most recent service pack must be applied before you install Scan components Virtualization VMware and Hyper V are supported Suggestions for Achieving Optimal Performanc
24. rchives the original scanned file Scan Administrator is also where firm level Scan options are configured For this reason only staff members with system administrator privileges have access to Scan Administrator Scan Workstation is the component that most staff members will use on a daily basis Some of the tasks that you can perform in Scan Workstation include Generating cover pages and target sheets for Scan jobs Uploading files to be submitted to CCH for review Submitting jobs for processing Monitoring documents as they are processed by Scan Checking to see if you have the latest Catalog update installed Validating the accuracy of extracted data Flowing extracted data into Tax Chapter 1 Overview and Installation 1 Scan is also packaged with ProSystem fx PDFlyer a utility that gives you the ability to perform advanced manipulation of PDF files Some of the tasks you can perform with ProSystem fx PDFlyer include Inserting target sheets for easier digital file management before processing the file through Scan Exporting PDF files to multi page TIFF files Managing and manipulating bookmarks in the PDF file using multiple bookmark tools Using standard calculator and 10 key calculator that produce an electronic tape which can be placed on the PDF file Navigating through and marking up the PDF file with the use of connectors and tickmarks Creating user stamps using your own images System Requirements fo
25. t folders will be located on the same dedicated computer as Scan Administrator or if they will be installed on another server or fileshare 2 Identify how many Import folders will be needed When you install Scan Administrator a default Import folder is created for you Your firm can have multiple Import folders as needed See Overview of Import Archive and Export Folders on page 11 for more information 3 Identify the workstation or server where the Import folders will be located Import folders should be at a shared network location that Scan Administrator and all Scan Workstations can access Decide whether the Import Archive and Export folders will be located on the same dedicated computer as Scan Administrator or if they will be installed on another server or fileshare 4 Set aside time for installation Schedule installation for a time when you can make the transition without disrupting the office workflow This reduces the risk of lost work time at the office when you install 5 Install ProSystem fx Scan Administrator This component should be installed on a server or dedicated workstation See Installing Scan Administrator on page 6 for installation instructions 6 Configure Scan for your firm s use See Configuring Scan on page 10 for more information 7 Install ProSystem fx Scan Workstation and ProSystem fx PDFlyer to individual workstations These components should be installed on any workstation where any of the following
26. tasks will be performed Document scanning Submission of scanned files for Scan processing Validation of extracted data Sending extracted data to a tax return Chapter 2 Installation 5 Installing Scan Administrator We recommend that you install Scan Administrator on a dedicated server or workstation Scan Administrator cannot be installed on Citrix or Terminal Services environments due to allocation of memory resources If you install Scan Administrator on a multi processor server or workstation Scan distributes processes equally You must have administrator rights on the computer where you are installing Scan Administrator LJ Note If you are updating from a previous version of Scan the installer automatically detects the earlier version of Scan and removes it To install Scan Administrator do the following ee NS 10 0 10 11 12 13 14 15 Log into the server or dedicated workstation where you plan to install Scan Download and launch the ProSystem fx Scan 10 0 X 0 exe file Click Setup exe Click Install ProSystem fx Scan The installation wizard displays Click Yes if you would like to continue with the installation without disabling your antivirus Click No if you do not want to continue with the installation Click Next Review the License Agreement and accept the terms of the agreement Click Next If needed change the destination folder where Scan will be installed by clicking Browse
27. tion to accommodate system traffic System Requirements for Scan Workstation Scan Workstation is installed on workstations where Scan jobs are assigned Once installed use Scan Workstation to monitor the workstation s documents as they are processed Scan Workstation also allows you to do the following Generate cover pages and target sheets prior to the initial scanning of Scan jobs Upload files to be submitted to CCH for review Check to see if you have the latest Catalog update installed Chapter 1 Overview and Installation 3 Component Minimum Recommended 1 2 GHz Intel or AMD processor or 1 8 GHz Intel or AMD processor or Processor equivalent equivalent RAM 512 MB 512 MB 1 GB for program files 2 GB for program files Disk Space 1 GB for temporary data files 2 GB for temporary data files operating Windows 7 Professional Windows 7 Professional System Microsoft NET Framework 2 0 and 4 0 Operating i PSS Software If Microsoft Office is installed the most recent service pack must be applied before you install Scan components Chapter 1 Overview and Installation 4 Chapter 2 INSTALLATION Recommended Workflow for Installing ProSystem fx Scan Components For best results we recommend using the following workflow to install the ProSystem fx Scan components 1 Identify the server or dedicated workstation where Scan Administrator will be installed Decide whether the Import Archive and Expor
28. to Rotate if you do not want the documents in your file to be rotated 12 Select the extraction option to use for the Import folder Do Not Extract Data No data will be extracted Extract Data for AutoFlow If this option is selected you can extract and validate data from jobs scanned into this Import folder This option must be selected if you do not plan to use an extraction cover page or if you want to import extracted data into a tax return Extract Bookmark Names Only If this option is selected you will only be able to extract the bookmarks from the PDF files Chapter 3 Configuring ProSystem fx Scan 13 Note If you use a cover page the settings on the cover page will override the options selected here 13 Click Save P Note If you have multiple Import folders and you limit the number of files that Scan processes on the General Settings tab reserve the top Import folder for rush jobs This folder should be assigned the High priority level Jobs placed in this folder will be captured and processed first Setting Scan Defaults Scan continually monitors the Import folders and starts a new Scan job whenever a new scanned file is detected The General Settings tab in the Scan Administrator window allows you to control how often Scan checks for new files and how many files Scan captures at once The settings selected on this window apply to all Import folders P Note The License Settings section displays the license in
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