Oms-100 User Manual

Transcript

Vol. 1 Introduction OMS-100 User Manual Publishing version: V2.2 Publishing version: V2.2 1 OMS-100 – User Manual Table of Contents I Vol. 1 Introduction 1 Foreword .................................................................................................................5 1.1 1.2 1.3 2 Typographical Conventions ..................................................................................................................... 5 Symbols ...................................................................................................................................................... 6 How to Use This Manual ............................................................................................................................ 7 Overview OMS-100 ............................................................................................... 11 2.1 2.2 II Features of OMS-100 ............................................................................................................................. 12 Modules of OMS-100 .............................................................................................................................. 13 Vol. 2 Installation 1 2 15 System Requirements ......................................................................................... 15 Installing OMS-100 .............................................................................................. 16 2.1 2.2 2.3 2.4 2.5 III Installation Procedure ........................................................................................................................... 16 Removing OMS-100 ................................................................................................................................ 21 Repairing OMS-100................................................................................................................................. 23 Upgrade OMS-100 ................................................................................................................................... 25 Cancel the Installation ........................................................................................................................... 27 Vol. 3 Operating 1 2 29 Theory of Operation ............................................................................................. 29 Handling of the Application ................................................................................. 30 2.1 2.2 2.3 2.4 2.5 2.6 2.7 3 Start OMS-100 ......................................................................................................................................... 30 Appearance ............................................................................................................................................. 30 Document and Page Handling .............................................................................................................. 32 OMR Code Information ........................................................................................................................... 34 Tabs .......................................................................................................................................................... 34 Menu ......................................................................................................................................................... 35 Settings Area ........................................................................................................................................... 40 Configuration Wizard ........................................................................................... 42 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 3.9 3.10 4 Welcome Screen ..................................................................................................................................... 42 Step 1 - Input ........................................................................................................................................... 46 Step 2 - Identify Documents ................................................................................................................. 49 Step 3 - Page Settings ............................................................................................................................ 53 Step 4 - Enclosures................................................................................................................................. 55 Step 5 - Print Batches ............................................................................................................................ 57 Step 6 - Inserter Control......................................................................................................................... 62 Step 7 - Optical Marks ............................................................................................................................ 64 Step 8 - Print ............................................................................................................................................ 73 Exit OMS-100 ........................................................................................................................................... 77 Optical Mark Settings........................................................................................... 77 4.1 4.2 4.3 2 5 Optical Mark Profiles .............................................................................................................................. 78 Optical Mark Types ................................................................................................................................. 81 Unlock OMR Editing ................................................................................................................................ 82 Vol. 1 Introduction 4.4 4.5 4.6 IV OMR Coding Schemes ............................................................................................................................ 84 Optical Mark Features: BCR Barcode ................................................................................................... 89 Optical Mark Features: 2D Datamatrix................................................................................................. 91 Vol. 4 Reference Manual 1 93 Error Handling / Exceptional Behaviour .............................................................. 93 1.1 1.2 2 Text Extraction Exception...................................................................................................................... 93 Data Base Log File and Config File Location ....................................................................................... 94 Additional / Detailed Information ........................................................................ 95 2.1 2.2 2.3 2.4 2.5 Optical Marks........................................................................................................................................... 95 OMR Function Table ................................................................................................................................ 98 User Defined Criteria ............................................................................................................................ 101 Multiple Print Batches and Criteria Rules ......................................................................................... 103 Reverse Print ......................................................................................................................................... 103 V OMS-100 Glossary of Terms 104 VI Index 117 Publishing version: V2.2 3 Vol. 1 Introduction I Vol. 1 Introduction This manual provides all needed information about OMS-100 for people who want to get an overview of the software. It guides through the installation process, gives all information about how to configure the print output of files and how to operate the software in daily business. In addition it provides a reference manual with error / exception handling and a glossary. 1 Foreword This volume gives a high level overview of OMS-100, its features and modules. In addition it describes how to use this manual, including the typographical conventions and the symbols used herein. 1.1 Typographical Conventions Before you start using this guide, it is important to understand the terms and typographical conventions used in the documentation. For more information on specific terms used please refer to the glossary at the end of this document. The following kinds of formatting in the text identify special information: Formatting Convention Type of Information Special Bold Items of the graphical user interface, such as menu items, command buttons, labels or list items Arrow ( / ) Menu sequence [MyForm] Customized items which are defined by the user, e.g. Forms, Definitions, etc. Names of keys on the keyboard. for example, _, , or . Monospace Used to show listings, e.g. scripts, program code, contents of .ini-files etc. This format includes also text as it has to be entered e.g. in a text field. Publishing version: V2.2 5 OMS-100 – User Manual 1.2 Symbols In order to ease reading and understanding of this manual the following symbols are used: The text herein is to clarify a topic or provide additional information for the reader. The text herein is important for correct understanding of the topic. It contains information the reader might keep in mind to avoid errors. The text herein represents a rule and may also apply in other topics. The text herein refers to the tooltip text as it appears in the software and helps to identify the topic and what the help refers to. The text herein represents a hint concerning specific topics within Windows XP. The text herein represents a hint concerning specific topics within Windows 7. 6 Vol. 1 Introduction 1.3 How to Use This Manual This manual provides a part with general information about the product and the manual, a part with more detailed information about operating OMS-100 and a part with references, detailed information on a widespread scope and the error handling. If the manual is in PDF or printed form, it comes with an index and a table of figures. The page numbers are indicated and if the manual is not printed out, a hyperlink to the referred topic is provided. An additional glossary explains the common expressions used in and around OMS-100. The glossary has no page reference. The manual is divided into four volumes: Volume 1 Introduction An introduction to OMS-100, its architecture, features and modules. This volume is written for readers who want to get an overview, but not necessarily install, configure or operate OMS-100. Volume 2 Installation (p. 15) Description of the procedures to install successfully OMS-100 and its components. This chapter gives also an overview about the requirements to run OMS-100. Volume 3 Operation (p. 29) Describes in detail the configuration of OMS-100 and its operation. Volume 4 Reference Manual (p. 93) Gives additional detailed information about specific topics related to OMS-100. In this manual the Reference chapter provides information about Optical Mark settings, the OMR implementation in OMS-100and detailed information about specific concepts of OMS-100. OMS-100 Built-in Help System Inside OMS-100 the Help Icons in the settings area provide mouseover-tooltips. Click on the help icon or hit the key to open the help topic of the current context. You can also access the entire manual in CHM-format by clicking on the Help Menu located inside the Main Menu next to the Tools Menu. Here you also find a link to the Quick Start Guide. Figure 1: Help menu Publishing version: V2.2 7 OMS-100 – User Manual Navigation Inside OMS-100 Manual The very first topic of the built-in manual gives a short overview of OMS-100 with hyperlinks to important topics of the manual: Figure 2: Step into OMS-100 At the top of the window a toolbar with icons provides the following functions: • Hide / Show the navigation tab located on the left Figure 3: Toolbar side of the window; • Go Back to the last visited topic; • Select if you want to Print the current topic or all topics; • Configure some Options and also have some additional navigation functions. The left side of the window contains the Navigation Tab with two further tabs. The Contents tab provides an overview of the help topics where you can navigate directly to them. A click on a Book icon displays the chapter in the main area and provides a list of Topics (question mark icon) inside the navigation tab. A click on the Topic icon displays the subchapter in the main area. Figure 4: Contents tab 8 Vol. 1 Introduction The Index tab provides a list of all chapters in an alphabetic order. Type in the topic-name as a keyword to search for specific topic. Figure 5: Index tab The Search tab provides a search functionality with several options. After typing in the search text you get a list with all topics of the manual containing the search string. If you click on the small arrow next to the search form, which is pointing to the right, you have some advanced search options: • AND (search only for topics which contains all items) • OR (search for topics which contains at least one item) • NEAR (search with spelling tolerance) • NOT (search for topics that does not contain the item) You can also enter these operators directly in the text field. A double click on a topic in the list will display the topic in the main area. Figure 6: Search tab At the bottom there are check boxes with more search options. HTML navigation elements (main area) With the up button you get to the parent chapter of the current topic. With the back button you reach the topic which is situated before the current topic in the navigation tree. With the next button you reach the topic which is situated after the current topic in the navigation tree. Publishing version: V2.2 9 OMS-100 – User Manual The chapter topic also lists all topics within the current chapter as hyperlinks. Figure 7: Content of the current chapter 10 Vol. 1 Introduction 2 Overview OMS-100 Purpose OMS-100 is an easy to install, easy to use application which allows to print optical marks on a document or series of documents in order to control an inserter where the documents are inserted into envelopes. Several criteria allow to control the data input and the desired way of processing, and with the possibility to set the Optical Mark settings accordingly the documents will be prepared to be processed with the selected inserter. OMS-100 • works with several document types; • adds optical marks such as bar codes or OMR codes; • handles multi-size, multi-page jobs with varying page count; • provides full mail piece integrity; • allows to store and reuse job templates. Architecture OMS-100 can be run local on a computer or server. It is designed to configure a template for the print output of single or multiple input files. This template may be designed for printing purpose only or may in addition be designed to add some information for the print output to be processed in an inserter. Every printer which is installed on the computer or server is suitable as an output device, so you can use local printers, network printers or virtual printers (e.g. to create PDF-files). Figure 8: Overview of the architecture of OMS-100 Publishing version: V2.2 11 OMS-100 – User Manual 2.1 12 Features of OMS-100 OMS-100 Provides the Following Configuration Features: For More Information Please Go To: Select an Optical Mark Profile to use with the current template Step 1 - Input (p. 45) Load one or multiple input files. Step 1 - Input (p. 45) Identify documents depending on user-defined criteria (e.g. changing customer ID, "page 1 of", ...). Step 2 - Identify Documents (p. 48) Scale / move original content. Step 3 - Page Settings (p. 52) Use Duplex or Simplex mode. Step 3 - Page Settings (p. 52) Separate sheets for first / last page. Step 3 - Page Settings (p. 52) Add enclosures to all documents or depending on user-defined criteria. Choose from a list of Feeder Stations according to your inserter model. Step 4 - Enclosures (p. 54) One or multiple print batches depending on sheet range or user-defined criteria (print batches are only available if the Multi-Envelope Print Batches module has been activated). Step 5 - Print Batches (p. 57) Trigger inserter functions depending on user-defined criteria. Choose from a list of functions which are supported by your inserter model. Step 6 - Inserter Control (p. 62) Add and format optical marks containing document identifying data with customizable integrity level (OMR, BCR and DataMatrix). Step 7 - Optical Marks (p. 64) Remove legacy optical marks from original content. Step 7 - Optical Marks (p. 64) Print barcode configuration sheet or OMR Settings Info sheet for most inserter models. Step 8 - Print (p. 72) Print a banner sheet for each print batch. Step 8 - Print (p. 72) Print one or all print batches. Step 8 - Print (p. 72) Print a single document. Step 8 - Print (p. 72) Choose a different paper source for first / last sheet, depending on printer driver options. Step 8 - Print (p. 72) Save, copy or edit a template of your configuration. Step 8 - Print (p. 72) Welcome Screen (p. 42) Print a saved template with 2 clicks. Welcome Screen (p. 42) Vol. 1 Introduction 2.2 Modules of OMS-100 Some advanced options are only available if a specific module is activated. It depends on the license, which modules are activated on a system. The following modules are available: Module Description DataMatrix This module enables the DataMatrix (2D) code, an optical mark type in addition to the standard barcode. The advantages of DataMatrix is that it needs less space than the barcode and can contain more data. For further information about DataMatrix please refer to Step 7 - Optical Marks (p. 64). Multi-Envelope Print Batches The Multi-Envelope Print Batches module allows to use print batches. Print batches provide a sophisticated optional feature that allows to categorize and group documents. Depending on the number of sheets in a document or other criteria defined by the user, the document is allocated to a specific print batch. A typical use of print batches is to collect all documents which fit into a specified envelope size or where a special envelope is needed. Each print batch is printed in a separate print job, thus enabling the operator to change the settings of the inserter. If printed to a PDF-file, each print batch creates a new document. For further information about print batches please refer to Step 5 - Print Batches (p. 57). Publishing version: V2.2 13 Vol. 2 Installation II Vol. 2 Installation This chapter covers all topics concerning installation, repair and removal of OMS-100. It is designed for people used to work in an IT environment. It is very helpful to have a good understanding of Windows operating systems. To know about the permissions system and user accounts will be useful to successfully install and operate OMS-100. The chapter gives also an overview about the requirements to run OMS-100. 1 System Requirements These are the minimum system requirements: Item Description Operating system: OMS-100 can be used with the following operating systems: • Windows XP 32-bit (x86) with SP3 • Windows 7 32-bit/64-bit (x64) (on a 64-bit system OMS-100 will run in 32-bit mode) Processor: A 2 GHz or faster 32-bit or 64-bit processor is recommended. Memory: 2 GB RAM (32-bit) or 4 GB RAM (64-bit) are recommended. Disk storage: 16 GB available hard disk space (32 bit) or 20 GB (64-bit) are recommended. Graphics: DirectX 9 graphics device with WDDM 1.0 or higher driver needs to be installed Printer: At least one printer / Windows printer driver has to be installed. For the Advanced Options in Step 5 - Print Batches (p. 57)  Print the Print Batch in Reverse Order, the printer / Windows printer driver needs to support a Face-Up Straight-Through Output Bin. Connectivity: Internet Access SSL communication enabled (TCP/IP Port 443) Please note that the processing of large documents may require more powerful hardware than defined by the minimum system requirements herein. Publishing version: V2.2 15 OMS-100 – User Manual 2 Installing OMS-100 Follow the instructions provided in this chapter to successfully install OMS-100. The user account used to install the OMS-100 needs to be part of the local "Administrators" group. The software (after installation) will work fine with an account which is part of the "Users" group. Navigation The following navigation buttons are used during the installation: Go to the Next screen. Go back to the Previous screen. Cancel the installation. Change the folder where OMS-100 shall be installed. Start the installation. Close the Setup Wizard. 2.1 Installation Procedure The DVD or the downloaded package includes a setup.exe file to start the installation: Figure 9: OMS-100 content of download package 16 Vol. 2 Installation After executing the setup.exe, the User Account Control dialog may be displayed, providing information about the software and the Publisher. Click on Yes to confirm the installation. Figure 10: User Account Control The User Account Control dialog appears only if User Account Control settings are configured accordingly on your system. Otherwise, the InstallShield Wizard will start the installation immediately. The following screen is displayed: Select the language OMS-100 will be installed. Figure 11: Select language If the .NET Framework 4.0 is not yet installed on your system, the installation of the framework will start first. If it is already installed, the setup will continue directly with the installation of OMS-100. OMS-100 requires the Microsoft .NET Framework 4.0 Client. If not yet installed, it will be installed on the system prior to the start of the OMS-100 setup. • Click on the Install button to continue. Please note that the .NET Framework installation may take several minutes to complete. Figure 12: License agreement for .NET Framework 4 Please use Windows Update to check for any critical updates to the .NET Framework. Publishing version: V2.2 17 OMS-100 – User Manual When setup is started, the InstallShield Wizard pops up with the welcome screen. Click on Next > to continue with the setup procedure. Figure 13: InstallShield wizard welcome screen Read the terms in the license agreement and accept them before continuing with the installation. If necessary it is possible to print-out the license agreement by clicking on the Print button. When the license agreement is accepted click on Next > to continue. Figure 14: Software license agreement Fill in the Customer Information form. Enter a User Name and the Organization you are working for. Click on Next > to continue. Figure 15: Enter customer information 18 Vol. 2 Installation The folder where to install OMS-100 is displayed. Change installation folder as follows: • Click on the Change... button and follow the instruction in the opening screen. Figure 16: Select installation folder The InstallShield Wizard is now ready to install OMS-100. Select Anyone who uses this computer (all users) or Only for me (OMS User) to continue. Figure 17: Ready to install OMS-100 Publishing version: V2.2 19 OMS-100 – User Manual The InstallShield Wizard will now install the software on the computer. The state of the installation process is displayed in a progress bar. At the end of the installation the following screen is displayed: Options: • Check the Launch OMS-100 box to start the software immediately. Figure 18: Setup completed Click on the Finish button to terminate the setup and exit the wizard. Please use Windows Update to check for any critical updates to the .NET Framework. 20 Vol. 2 Installation 2.2 Removing OMS-100 Start setup to remove OMS-100. The setup wizard will detect that OMS-100 is already installed and will display the following screen: Figure 19: InstallShield wizard welcome screen Click on Next > to proceed with the removing procedure. In the following screen select Remove and Click on Next > to continue. Figure 20: Remove OMS-100 Publishing version: V2.2 21 OMS-100 – User Manual The InstallShield Wizard prompt if you really want to remove OMS-100. Click on Remove to continue with the removal process. Figure 21: Ready to remove OMS-100 InstallShield Wizard will now remove OMS-100 from the computer. The state of the process is displayed in a progress bar. When the wizard is completed, the following screen is displayed. Figure 22: Remove completed Click on Finish to terminate setup and exit the wizard. If setup is not available use the uninstall function provided with Windows. 22 Vol. 2 Installation 2.3 Repairing OMS-100 If OMS-100 is not working properly, you have the possibility to repair it by starting the setup. The setup wizard will detect that OMS-100 is already installed and will display the following screen: Figure 23: InstallShield wizard welcome screen Click on Next > to proceed with the repairing procedure. In the following screen select Repair and Click on Next > to continue. Figure 24: Repair OMS-100 Publishing version: V2.2 23 OMS-100 – User Manual The InstallShield Wizard prompt if you really want to repair OMS-100. Click on Install to continue with the repairing process. Figure 25: Ready to repair OMS-100 InstallShield Wizard will now repair the OMS-100 installation. The state of the process is displayed in a progress bar. When the wizard is completed, the following screen is displayed. Figure 26: Repair completed Click on Finish to terminate the setup and exit the wizard. If the repair procedure ends up with an error message then it is recommended to remove OMS-100 and install it again. 24 Vol. 2 Installation 2.4 Upgrade OMS-100 When upgrading OMS-100 previously created templates will remain as they are. For more information about template compatibility, please consult chapter Templates (p. 44). To upgrade OMS-100 run the setup of the new version. The User Account Control dialog is popping up, providing information about the software and the Publisher. Click on Yes to confirm the upgrade. Figure 27: User Account Control The User Account Control dialog appears only if User Account Control settings are configured accordingly on your system. Otherwise, the InstallShield Wizard will start the confirmation screen to upgrade. Confirm to upgrade by clicking on Yes: Figure 28: Confirm upgrade The InstallShield Wizard pops up with the Resume screen. Click on Next > to continue with the upgrade procedure. Figure 29: Resume upgrade Publishing version: V2.2 25 OMS-100 – User Manual The InstallShield Wizard will now upgrade the software on the computer. The state of the upgrade process is displayed in a progress bar. At the end of the upgrade the following screen is displayed: Figure 30: Upgrade completed Click on the Finish button to terminate the setup and exit the wizard. 26 Vol. 2 Installation 2.5 Cancel the Installation The installation of OMS-100 is completely guided. Nevertheless there may be some reason to cancel the installation. While files are written to the hard drive, the installation procedure itself cannot be interrupted. This will avoid the risk of resulting in a corrupted file system and in illegible files on the hard drive. Click on the Cancel button to cancel the installation. The following dialog box will be opened: Click on the Yes button to cancel the installation. Click on the No button to disregard the cancel command and continue the setup program. Figure 31: Confirm cancellation If the cancel command has been confirmed the InstallShield Wizard indicates that no changes have been made to the system and it is now ready to be closed: Figure 32: Installation cancelled Click on Finish to terminate setup and exit the wizard. Publishing version: V2.2 27 Vol. 3 Operating III Vol. 3 Operating This part of the manual covers all topics concerning configuration and operating of OMS-100. It is designed for operators of OMS-100. 1 Theory of Operation Operation of OMS-100 is divided into the following phases: Step 1: Input As a first step select one or several input files to be processed by OMS-100. The file format is defined to be either a PDF, PCL5/6 or XPS file. Select also the Optical Mark profile to be used with this template. The Optical Mark Profile includes the definitions for the optical marks according to the functions configured in the inserter. Step 2: Identify Documents The input file(s) may contain one or more documents with each one or more pages. Define criteria to divide the input file(s) into documents and their pages in order to have them prepared for processing through the inserter. Step 3: Page Settings The optical mark requires some space on the page. This step allows to define whether and how the pages need to be scaled and whether and what kind of an offset needs to be defined. Step 4: Enclosures Define in this step whether a feeder of the inserter shall be activated and which one of them, in order to add enclosures to the envelopes. Step 5: Print Batches Use different envelopes with a (limited) number of sheets per envelope in order to get mail pieces with the most favorable mailing costs. Define the possible print batches and assign document sets to the print batches. Have the batches printed separately and adjust the inserter to make sure the mail is processed correctly. Step 6: Inserter Control Define criteria which trigger special inserter functions. Add multiple criteria for multiple functions. The availability of the various functions may differ depending on the inserter used. Step 7: Optical Marks Define the properties of the optical marks to be applied to the documents. Adjust position and dimension, include customer ID to the optical marks and show the stored information as text if required. Step 8: Print Define the output indication for the printer to be used, the print options and the paper source and set to print the output to a PDF file or by a physical printing device. Publishing version: V2.2 29 OMS-100 – User Manual 2 Handling of the Application This chapter describes the various elements and shows how to operate successfully OMS-100. 2.1 Start OMS-100 Select one of the following options to start OMS-100: • Double-click on the OMS-100 desktop item; • Browse to the program folder of OMS-100 in the start menu of Windows and click on the OMS  OMS-100 entry. 2.2 Appearance OMS-100 is a wizard based application. Each step provides the necessary control elements to the user to select the settings as needed for the specific task. Figure 33: OMS-100 configuration wizard The application window is divided into the following main parts: The Title Bar contains the Menu (Tools Menu, Help Menu), the Main and Configuration tabs and the Step-Tabs which indicate the current step of the configuration wizard. Depending on where in the configuration process the user is, it is also possible to use the Step Tabs to navigate directly to a specific step. In the Preview Pane the current page is displayed. in this preview the user may draw areas which determine the location to extract data from the input file(s). In some steps this data is used to set user defined criteria. The Toolbar on top of the preview pane allows to navigate through the imported file(s) and its documents and provides tools for zooming in and out the current page. The Settings Area provides the elements needed to configure the current step. The elements in the settings area are grouped by topics. Hover over the Help Icon (?) to open a tooltip with additional information about the specific topic and its elements. Click on the help icon to open the manual with the topic of the current context. 30 Vol. 3 Operating The Navigation Bar is located at the bottom of the window with the buttons to navigate to the Next or Previous step or to Run the template. Navigation (Steps) The buttons of the navigation bar allow to navigate to specific steps: Go back to the Previous step of the configuration wizard. Proceed to the Next step of the configuration wizard. Proceed directly to Step 8 - Print (p. 72) of the configuration wizard to Run the configuration and print out the processed documents (whether or not the button is active depends on where the user is, in the process of the configuration wizard). Publishing version: V2.2 31 OMS-100 – User Manual 2.3 Document and Page Handling Navigation (Preview Pane) The toolbar provides the following tools: Figure 34: Toolbar An input file contains one or several Documents, where a document is an amount of pages with a common attribute (e.g. a recipient). In order to allow document navigation and scrolling through Pages separate control elements have been provided. Figure 35: Navigate between documents Next to the text-field to enter a document / page number, the total amount is displayed. The print batch tool is explained in Step 5 - Print Batches (p. 57). Figure 36: Navigate between pages If multiple print batches are activated, the total amount displays the total amount of documents / pages inside the current print batch. Print batches are only available if the Multi-Envelope Print Batches module has been activated. Navigation per document will display the first page within the document, which is then e.g. the third page in the file. Documents and pages have been identified in Step 2 - Identify Documents (p. 48). Document: Jump to the first page of the next document Page: Jump to the next page in the file Document: Jump to the first page of the previous document Page: Jump to the previous page in the file Type the desired page / document number directly into the corresponding text field to jump to. Note that navigating through the file will adjust the document number accordingly. Sheet Side If duplex print was selected in Step 3 - Page Settings (p. 52) the side of the currently displayed page (Front / Back) is indicated here: Figure 37: Toolbar: Page side indication 32 Vol. 3 Operating Zoom Adjust the display of the current page inside the preview pane according to the needs. Enter a zoom factor or select one of the predefined factors out of the drop-down list: In addition the preview may be zoomed when using the mouse wheel while pressing the key. Figure 38: Select zoom factor Increase or decrease the zoom factor as follows: Zoom-in: the zoom factor will be increased by a value of 10% (e.g. from 85% to 95%) Zoom-in: the zoom factor will be decreased by a value of 10% (e.g. from 85% to 75%) The following additional zooming tools are provided: Zoom to fit the page size into the preview pane Zoom to fit the page width into the preview pane Hand Tool When the hand tool is activated you can move the page inside the display pane by pressing the left mouse button. Use the mouse wheel to zoom in and out simultaneously. Processing Status Menu When running a test or going to another step the data is calculated according the new configuration. During this process a pop-up menu is displayed which provides the following items: • Dynamic status of calculating the according step • Step name • Forward button • Stop button The forward and stop buttons can be useful if you have templates with a huge amount of data to make changes on this templates without calculating (all) steps. Figure 39: Display processing status When a template is edited and the input file(s) contain a huge amount of data, it may be reasonable to cancel the calculation and continue editing. Use the cancel option inside the calculation menu if needed. Publishing version: V2.2 33 OMS-100 – User Manual 2.4 OMR Code Information Sometime it is useful to see what function is allocated to a specific mark (line) in the OMR code. To see the functions click on the OMR information button. The following window is displayed, with the function name and the according mark. Figure 40: OMR code values The OMR information button is active from Step 7 - Optical Marks (p. 64) and only in case OMR is used. 2.5 Tabs There are two Tabs in OMS-100. The Main tab contains the welcome screen and the template section. The Configuration tab contains the configuration wizard. Figure 41: Configuration tab Inside the configuration tab the name of the current template is displayed as well. Additionally there are are two command buttons to close and to save the current configuration. 34 Figure 42: Template name Vol. 3 Operating The Save button provides the possibility to save the current configuration as a template. If the configuration was never saved before, a pop-up window is opened. Define a Template Name for the configuration to be saved. If the name entered already exists, the text field is colored red and the OK button is disabled. Figure 43: Save button If an existing template was edited the changes are saved directly. Figure 44: Save new template dialog At any step, it is possible to cancel the wizard by clicking on the x button in the configuration tab. Figure 45: Close configuration 2.6 Menu The Menu of OMS-100 in the top right corner is always accessible. The following menu items are provided: Figure 46: Main menu Tools: displays the options; Select Options... to set measurement units, the language and internet options. Select Manage License... to activate your copy of OMS-100 by entering the License Key. Figure 47: Tools menu Help: displays the Help; With the Help Menu the user can access the OMS-100 Help and the Quick Start Guide Please find here the information About OMS-100. Figure 48: Help menu The Remaining Volume symbol indicates the volume left for processing. The remaining print volume is displayed by a small progress bar. 2.6.1 Options The Options window can be used to customize the OMS-100 user interface. The following options are available: Publishing version: V2.2 35 OMS-100 – User Manual General Tab • Select a language for the user interface • Select the measurement unit to be used in the user interface Figure 49: Language and measurement options Advanced Tab • Reinstall the license driver if any issues with the license information occur. • Configure a proxy if needed. For further details about the proxy settings, please contact your system administrator. Figure 50: Advanced options Activate the proxy only if instructed to do so by the system administrator. 36 Vol. 3 Operating 2.6.2 Manage License At first start of OMS-100, a green textbox is displayed in the upper right corner of the window. Per default the demo version of OMS-100 is active. The status message indicates that the software can be used for 90 days and a volume package of 3000 pages is provided. Figure 51: Current license status To activate a productive license, please go to:  Tools menu  Manage License... Figure 52: Manage license in the options menu In the Manage License window, all information about the current and former licenses are provided. See explanation for Volume Blocks and History below. Figure 53: License information Enter the Activation Code provided on the back side of the DVD case and click on Activate License. Please refer to your sales contact for your activation code if installed from a download package. Figure 54: Sticker on the DVD back side When the activation code is validated, the following screen is displayed. Click on OK to return to the Manage License window. Figure 55: Activating license complete Publishing version: V2.2 37 OMS-100 – User Manual In the upper right corner, a green textbox shows the new license status: • License expiry date • Remaining volume If the expiry date is near or if the remaining pages reach a certain low level, the message box changes the color to red. Figure 56: New license status The Manage License window will now display as follows: Figure 57: Updated license information The license has to be renewed every year. Please make sure to order a new license key when it is indicated in the status message. Figure 58: License expired A check for license update or the update of the recurring volume is normally done at start of OMS-100, but you can force the check for updates any time by clicking on the Check for License Update button. 38 Figure 59: Check for license update Vol. 3 Operating OMS-100 is then connecting to the license server over the internet. When the license update was successful, the following message is displayed. Figure 60: Update successful By clicking on the radio button for Volume Blocks, a list of the purchased volume blocks is displayed. The Core volume Block contains 1000 pages and does never expire. Other blocks depend on the license which was purchased. Figure 61: License volume blocks By clicking on the radio button for History, a log is displayed with entries of all license relevant actions. The log entries are grouped by date. The log entries of a specific date can be displayed by clicking on the circled button next to the date. Figure 62: License history events 2.6.3 About OMS-100 In the About OMS-100 the following information is provided: Figure 63: About OMS-100 Publishing version: V2.2 39 OMS-100 – User Manual 2.7 Settings Area Overview Configuration is mainly done in the Settings area, located on the right side of the application window: Figure 64: Settings area (Optical mark settings) This topic explains how the settings area is built and its general handling. The settings depend on the step where the configuration currently is and gives examples of how to make best use of the elements provided in the various steps. Groupings Inside the settings area the control elements are grouped by topics. The topic / group name is displayed as subtitle. The groupings are surrounded by a shaped box. Figure 65: Groupings inside the settings area For each grouping a small help button is provided. By hovering the help button a tooltip with useful information about the current topic and its control elements is displayed. By clicking on the help button, the main manual is opened directly at the content of the current topic. Figure 66: Help button provided for each grouping Test Document Recognition / Print Batches In Step 2 - Identify Documents (p. 48) and Step 5 Print Batches (p. 57), a test feature allows to test the current settings before going to the next step. A list is displayed with page information about the documents. Figure 67: List of documents in an input file By clicking into a cell of the From page and To page columns, the preview jumps directly to the according page. 40 Vol. 3 Operating Advanced Options For some settings Advanced Options can be configured. By clicking on the circled arrow button the settings appear as a roll-out menu underneath the button. The settings are saved and remain valid until they are changed again when the menu is collapsed. Please note that the menu does not expand automatically if a setting is checked. Publishing version: V2.2 Figure 68: Roll up and down the advanced options 41 OMS-100 – User Manual 3 Configuration Wizard The configuration wizard guides you through the configuration of OMS-100. In 8 steps you are able to configure the output data in a user-friendly way. The steps are ordered reasonable but it is not necessary to go through all steps. Skip some of them by clicking on the Next button or go directly to Step 8 – Print (p. 72) by clicking on the Run button, when enough information is entered. 3.1 Welcome Screen The welcome screen provides links to the Quick Start Guide and is the starting point for the Configuration Wizard and the Optical Mark Settings. If there are saved Templates, the user interface for managing the templates is also displayed. 42 Vol. 3 Operating 3.1.1 Initial Start At initial start of OMS-100 the welcome screen is presented providing the possibility to open the Quick Start Guide or to Start Wizard: Figure 69: Welcome screen (initial start) The following options are provided: The Quick Start Guide provides the installation guide and an example of a typical configuration for OMS-100; In the Optical Mark Settings OMS-100 can be adjusted to work smoothly with the inserter. Optical Mark settings should only be adjusted by a technician with knowledge about the inserter configuration; The Start Wizard button will create a new template and start with Step 1 - Input (p. 45) of the configuration. Publishing version: V2.2 43 OMS-100 – User Manual 3.1.2 Templates If templates have already been created, an additional part is added to the right of the welcome screen with the list of the templates, their description and the control elements. Figure 70: Welcome screen with saved templates The following buttons are provided: Opens the template with the explorer dialog to select the input file(s). After this selection the process starts and ends in Step 8 Print where you can print your documents. Add a new template. The wizard starts with the first step of the configuration. Opens the selected template. You can access the settings you want to edit via the step tabs. A double click on the template will have the same effect. Copy a specific template and edit the new one if you want to create a new template with similar settings.. Rename a specific template. Delete a template which is not longer needed. Notes When Opening a Template The functions defined in a template are related to settings such as input file, Optical Mark settings etc. If some of the settings are changed, the template may have to be adapted. If a template is opened which has defined an input file that does no longer exist, the configuration wizard is opened with Step 1 - Input (p. 45) and all other steps remain inactive until a new input file is defined. 44 Vol. 3 Operating If a template is opened with a feature which is not available in the current license the following error message will be displayed: Please make sure to update your license accordingly. Figure 71: License error: module missing If a template is opened with a inserter function which is not defined in the Optical Mark settings the step is grayed out and the following message will be displayed (here: enclosures not defined): Figure 72: Inserter function not defined Publishing version: V2.2 45 OMS-100 – User Manual 3.2 Step 1 - Input First select and open the input file(s) to be processed and select the Optical Mark profile to be used within the template. 3.2.1 Input File or Folder The wizard will start with an empty screen with no input file displayed yet: Figure 73: Main screen: choose file or folder The right side contains the area to define the input file or input folder and the area to select the inserter features profile. If no input file or folder is selected, the text fields are red. Click on Choose File... to open a browser window where a single input file can be selected. Click on Choose Folder... to select a folder that contains multiple files to be processed. The files will be imported in alphabetical order and merged to one file. Figure 74: Load input file(s) If a template is loaded and the selected input file is not accessible in the specified folder, the field is red as well and the other steps are not available. 46 Vol. 3 Operating Supported Input File Formats The following file formats are supported by OMS-100: • PDF (Portable Document Format) • PCL5/6 (Printer Command Language) • XPS (XML Paper Specification) If an input file cannot be opened or is password-protected, the process is stopped and an error message is displayed, indicating which file has caused the problem and what the problem is. Preview OMS-100 will calculate the total number of pages in the file and then display the first page in the preview pane: Figure 75: Input file opened For browsing through the documents / pages and for preview options please refer to Document and Page Handling (p. 31). Pages in landscape format are rotated 90° counter-clockwise and displayed in portrait format, the feed direction of the inserter. This way it is easier to position the optical marks. All interactive functions inside the preview pane work correctly also in landscape mode. Click on Next to proceed to Step 2 - Identify Documents (p. 48). Publishing version: V2.2 47 OMS-100 – User Manual 3.2.2 Select Profile As default the first profile in the list is selected. • Open the list and click on the desired profile to select it: Figure 76: List of available profiles The Profile is selected now and the inserter settings defined in the profile will apply. Figure 77: Profile selected Make sure to select the profile that fits your inserter functions. Please refer to your technician if the needed profile is not available. Creation of new profiles is described in Optical Mark Settings (p. 77). 48 Vol. 3 Operating 3.3 Step 2 - Identify Documents The input file(s) may contain one or more documents with each one or several pages. Define criteria to identify the documents within the input file(s) in order to be prepared for processing through the inserter. The Identify Documents tab displays as follows: Figure 78: Main screen: Identify document • The left side displays the preview of the loaded document; • The right (configuration) side displays the document recognition area. 3.3.1 Document Recognition In the settings area you have to add at least one Identification Criterion to identify documents in the input file(s). By clicking on Add, a pop-up menu is opened to define Identification Criteria. You can add criteria and link them with the relational operators AND and OR. Figure 79: Step 2 - Identify documents Publishing version: V2.2 49 OMS-100 – User Manual Once the pop-up-window is opened, draw the area in the preview pane where the identification criterion is placed. Use the mouse to draw the area. The content of the selection is extracted and shall be processed according the identification criterion. It is then displayed in the preview area of the pop-up window. Figure 80: Identification criteria When page settings are adjusted (scaled / moved), this graphical element will also be adjusted accordingly. In the dialog box first enter a Name for the criterion. Secondly select the Type of the criterion to be Text or Image (usually set automatically). In the drop-down field select the logical comparator for the criterion, where the following options are available: • changes: compares to the previous contents; • contains: compares to a given editable text (does not apply to images); • is equal to: compares to be equal with a given content; • is not equal to: compares to be unequal to a given content. Finally, if text type is chosen above, the text value that is extracted from the document can be edited in the text area. For a detailed description how to define criteria please consult the chapter User Defined Criteria (p. 100). Figure 81: Identification criteria The selection area represents the position where the text or the image for a specific criterion is located in the documents. It is necessary for a correct identification that the text is located in all documents inside this area. After clicking on OK the pop-up window is closed and a new entry is added to the Identification Criteria list. By selecting an entry, it can be deleted or edited with the buttons on the right. Figure 82: List of identification criteria 50 Vol. 3 Operating Multiple criteria can be defined. Multiple Identification Criteria are logically combined with AND or OR conjunction in the And/Or column via the drop-down menu on the left. If several criteria are listed, they are compared top-down. For each page always two criteria are compared, the Figure 83: Combine multiple criteria result of each comparison is stored and reused for the comparison with the next criterion below. For each page this process goes on until all criteria are evaluated. For information on how to browse through documents and pages and preview functions please refer to Document and Page Handling (p. 31). The Run button is now active. If no more adjustments have to be made, from now on the configuration can be run with this button (goes directly to Step 8 - Print (p. 72)). 3.3.2 Test Document Recognition By clicking on Test the input file(s) will be analyzed and information about the identified documents are displayed below. The number of identified documents is provided in the text directly following the button. There is also displayed a table below with additional information about the split made: Figure 84: Test the identification criteria Sorting and Document Navigation By clicking on a column header of the table the documents are sorted by the corresponding value. Figure 85: Sort list of documents Publishing version: V2.2 51 OMS-100 – User Manual Click on the page numbers indicated in the "From page" and "To page" row and the selected page will be displayed in the preview pane. Figure 86: Navigate to a specific page Please be aware of the differences between Sheet count (which is used in the Print Batches test) and Page count (which is used in the Document Recognition test in Step 2 - Identify Documents (p. 48)). Click on Next to proceed to Step 3 - Page Settings (p. 52), Run to go directly to Step 8 - Print (p. 72) or Previous to go back to Step 1 - Input (p. 45). 52 Vol. 3 Operating 3.4 Step 3 - Page Settings Scaling a document may be necessary if the original content does not provide the needed space to add an optical mark. This step provides the possibility to scale and place the original content. In addition settings for printing on one or both sides of the sheets and special settings for the first and last page can be configured. The Page Settings tab displays as follows: Figure 87: Main screen: Page settings 3.4.1 Scale & Move By checking the Scale / move the original content check box in the settings area the following options are displayed: Scale: enter a value in percentage of the original size Vertical Offset: enter a value the shrunken content is moved from the top border Horizontal Offset: enter a value the shrunken content is moved from the left border Figure 88: Scale and move the original content The measurement units can be customized in the Main Menu  Tools  Options... Publishing version: V2.2 53 OMS-100 – User Manual The settings are calculated and displayed in real time inside the preview pane. The size and position of the original content is marked with thin red lines. Figure 89: Scale and move the original content After removing legacy optical marks (Step 7 - Optical Marks (p. 64)), or drawing a selection area for a criterion, and adjustments are made for scaling / moving, these graphical elements are scaled / moved accordingly. A newly added optical mark is not scaled accordingly as it has it's own limitation in size and format. Please adjust this settings manually if necessary. 3.4.2 Double-Sided Print By checking the Print pages on both sides of the sheets check box in the settings area the output is printed on both sides of the sheets. If this option is selected, it may be reasonable to use a separate sheet and not to apply this setting to the first or the last page. If so, click on the Advanced Options arrow to set this Figure 90: Print on one or both sides of the sheets options. If Print Pages on Both Sides of the Sheets is selected long-edge binding is used for all pages. Figure 91: Long-edge binding Click on Next to proceed to Step 4 - Enclosures (p. 54), Run to go directly to Step 8 - Print (p. 72) or Previous to go back to Step 2 - Identify Documents (p. 48). 54 Vol. 3 Operating 3.5 Step 4 - Enclosures You may want the inserter to add enclosures to documents. In this step you can configure OMS-100 to add enclosures either to all documents or to documents which match user defined criteria. The Enclosures tab displays as follows: Figure 92: Main screen: Enclosures • The right (configuration) side displays the Enclosures definition area. The number of feeders is defined according to the settings in the profile. The settings made in this step will be stored in the optical marks which can be configured in Step 7 Optical Marks (p. 64). 3.5.1 General Enclosures In the upper part of the settings area up to 8 feeder stations can be selected, to add enclosures to the document. If you select a station here, the enclosures will be added to all documents. Figure 93: Add enclosures from specific feeder Publishing version: V2.2 55 OMS-100 – User Manual 3.5.2 Criterion Specific Enclosures In the lower part there is an option where you can add enclosures more precisely. If you want to add enclosures depending on user-defined criteria (e.g. language dependent) check the Add an enclosure to certain documents based on a specific criterion check box. In the display which appears you can Add, Edit or Delete enclosure criteria with the buttons on the right. Figure 94: Add, edit or delete enclosure criteria For a detailed description on how to define criteria please consult the Specific Criteria (p. 100) chapter. Add a criterion as follows: In the dialog box first enter a Name for the criterion. In the second step, select the feeder used for this criterion; In the third step, select the Type of the criterion to be Text or Image (usually set automatically). Then in the drop-down field select the trigger position for the criterion, where the following options are available: • every page; • first page; • last page; • middle page (any page but not first nor last page); • all except first page; • all except last page. Now add the logical comparator, where the following are available: • contains: compares to a given editable text (does not apply to images); • is equal to: compares to be equal with a given Figure 95: Add a specific enclosure content; • is not equal to: compares to be unequal to a given content. Finally, if text type is chosen above, the text value that is extracted from the document can be edited in the text area. For a detailed description how to define criteria please consult the chapter User Defined Criteria (p. 100). Click on Next to proceed to Step 5 - Print Batches (p. 57), Run to go directly to Step 8 - Print (p. 72) or Previous to go back to Step 3 - Page Settings (p. 52). 56 Vol. 3 Operating 3.6 Step 5 - Print Batches Print batches are only available if the Multi-Envelope Print Batches module has been activated. If you have not purchased the Multi-Envelope Print Batches module however the Advanced Print Order Options are still available. The use of print batches is a sophisticated way to separate mail pieces according to various criteria, i.e., the number of sheets per envelope, where document sets with less than a specific amount of sheets will be inserted into small envelopes and document sets with a higher amount of sheets will be inserted into large envelopes. Of course the separation may be defined according to print batch criteria which can be defined as necessary. In the work flow the printing of each print batch will be done in a separate print job, thus enabling the operator to change the settings of the inserter. If printed to a PDF-file, each print batch creates a new document. This step offers the possibility to edit the print batches and to add print batch criteria for each print batch. The Print Batches tab displays as follows: Figure 96: Main screen: Print batches The right (configuration) side displays the Print Batches definition area. 3.6.1 Print Batch Options When you check the Create multiple print batches check box, the list of preconfigured print batches is displayed, separated by the number of sheets per document: Name of Print Batch Default Setting Sheet Limit Description Standard Envelopes 8 Documents with up to 8 sheets are assigned to the Standard Envelope print batch; Large Envelopes 25 Documents from 9 to 25 sheets are assigned to the Large Envelopes print batch; Default - This setting is chosen, if the sheet limit exceeds all other settings. Publishing version: V2.2 57 OMS-100 – User Manual When multiple print batches are defined, a new drop-down menu Print Batch is provided to switch between the print batches. The drop-down list shows all print batches containing at least one document. They are ordered by sheet limit in ascending order. Figure 97: Navigate between print batch In addition to the print batches there are the following entries: Entry Description All - input order This is a virtual print batch that contains all documents, in the same order as in the input file(s); All - print order This virtual print batch contains also all documents, but in the same order as they will be printed. You can Edit the print batch settings with the button on the right. If needed you may Add print batches and Delete the print batches you don't need any more: The number of print batches is limited to 20. Figure 98: Edit print batches If multiple print batches and criteria are defined, there is a set of priority rules handling the allocation of a document to a print batch. For information about this rules please consult Multiple Print Batches and Criteria rules (p. 102). 58 Vol. 3 Operating Advanced Print Order Options (No Multiple Print Batches) If no multiple print batches are selected, you can expand the Advanced Print Order Options to select the print order: • Normal Print Order • Reverse Print Order By setting the reverse order option, the print batch is prepared for inserters which support a reverse order feed. Figure 99: Advanced print order options For more information about reverse order please consult the Reverse Print (p. 103) chapter. Advanced Print Order Options are available globally if Create multiple print batches is not selected in the main settings area. If multiple print batches are defined, the print order is defined for each print batch separately. 3.6.2 Criterion Specific Print Batches If you check the Assign Documents to a print batch based on a specific criterion check box you can add a print batch criterion for assigning documents to print batches based on specific data in the document (e.g. a country code). Figure 100: Add, edit or delete criteria specific print batches Manage your own print batches by adding, editing or deleting print batches. Please note that the default print batch cannot be deleted but edited only. Add a print batch as follows: Click on the Add button. The following dialog box will be displayed: • Enter the name of the print batch; • Select or enter the sheet limit per envelope; Open the Advanced Print Order Options to define the print order (normal or reverse). Click on the OK button to save and close the dialog box. Figure 101: Add a Print Batch Select a print batch and click on the Edit button to change the settings of the print batch. Select the print batch and click on the Delete button to delete a print batch (does not apply to the Default print batch). Publishing version: V2.2 59 OMS-100 – User Manual Add a criterion as follows: In the dialog box first enter a Name for the criterion. In the second step, select the print batch used for this criterion (the list will display all print batches except the default print batch); In the third step, select the Type of the criterion to be Text or Image (usually set automatically). Then in the drop-down field select the Trigger position for the criterion, where the following options are available: • every page; • first page; • last page; • middle page (any page but not first nor last page); • all except first page; • all except last page. Now add the logical comparator, where the following are available: • contains: compares to a given editable text (does not apply to images); Figure 102: Define criterion specific print batches • is equal to: compares to be equal with a given content; • is not equal to: compares to be unequal to a given content. Finally, if text type is chosen above, the text value that is extracted from the document can be edited in the text area. For a detailed description how to define criteria please consult the chapter User Defined Criteria (p. 100). If multiple print batches and criteria are defined, there is a set of priority rules handling the allocation of a document to a print batch. For information about this rules please consult Multiple Print Batches and Criteria rules (p. 102). 60 Vol. 3 Operating 3.6.3 Test Print Batches By clicking on the Test button OMS-100 analyzes the document and displays a summary in a table below with all needed information about what documents were identified in Step 2 - Identify Documents (p. 48) and how they are assigned to print batches. Figure 103: Test the print batches Sorting and Print Batch Navigation Click on a column header of the table to sort the documents by the corresponding value (e.g by number of sheets). Figure 104: Sort list of print batches Click on the page numbers indicated in the "Doc # (Out)" row and the selected page will be displayed in the preview pane. Figure 105: Navigate to a specific page Please be aware of the differences between Sheet count (which is used in the Print Batches test) and Page count (which is used in the Document Recognition test in Step 2 - Identify Documents (p. 48)). Click on Next to proceed to Step 6 - Inserter Control (p. 62), Run to go directly to Step 8 - Print (p. 72) or Previous to go back to Step 4 - Enclosures (p. 54). Publishing version: V2.2 61 OMS-100 – User Manual 3.7 Step 6 - Inserter Control Sometimes it is necessary to stop the inserter at a specific document or to perform other inserter functions. In this step you can configure which of these functions are performed at which occasion. The Inserter Control tab displays as follows: Figure 106: Main screen: Inserter control The right (configuration) side allows to define the triggers for the inserter functions. The settings made in this step will be stored in the optical marks which can be configured in Step 7 Optical Marks (p. 64). 3.7.1 Trigger Inserter Functions By checking the Trigger customized inserter functions based on a specific criterion box you can Add an inserter function criterion. The inserter function settings are stored in the optical marks. Figure 107: Add a criteria to trigger inserter function Add a criterion as follows: 62 Vol. 3 Operating In the dialog box first enter a Name for the criterion. In the second step, select the Inserter Function to be triggered with this criterion (see below); In the third step, select the Type of the criterion to be Text or Image (usually set automatically). Then in the drop-down field select the Trigger position for the criterion, where the following options are available: • every page; • first page; • last page; • middle page (any page but not first nor last page); • all except first page; • all except last page. Now add the logical comparator, where the following are available: • contains: compares to a given editable text (does not apply to images); • is equal to: compares to be equal with a given content; Figure 108: Define criterion to trigger inserter function • is not equal to: compares to be unequal to a given content. Finally, if text type is chosen above, the text value that is extracted from the document can be edited in the text area. For a detailed description how to define criteria please consult the chapter User Defined Criteria (p. 100). Select Inserter Function: In the Function drop-down list select the inserter function which shall be triggered: Figure 109: Select an inserter function The drop-down list shall contain only functions which were defined in the selected inserter configuration profile in the Optical Mark Settings (p. 77). For more information about the specific inserter functions and their effects please consult the inserter user guide, the service manual or contact your local Service Organization. Click on Next to proceed to Step 7 - Optical Marks (p. 64), Run to go directly to Step 8 - Print (p. 72) or Previous to go back to Step 5 - Print Batches (p. 57). Publishing version: V2.2 63 OMS-100 – User Manual 3.8 Step 7 - Optical Marks Optical marks contain information about a document in a machine readable format, in order to process documents automatically according to the desired workflow with an inserter. As an example you can add information about the position of a sheet inside a print batch and the inserter will recognize if the documents are not in the correct order. The Optical Marks tab displays as follows: Figure 110: Main Screen: Optical marks The right (configuration) side allows to define the Optical Mark options. The available options depend on the type of optical marks: • OMR Type and Options; • BCR Type and Options; • DatMatrix (2D) Type and Options.. Please select the options according to the optical mark type used in your template. 64 Vol. 3 Operating 3.8.1 Optical Marks Options Appearance OMR The OMR type optical mark is built with lines where either presence or absence of one or several lines on a certain position defines the function of the inserter to be addressed. Figure 111: OMR mark Please note that the thickness of the OMR bar element is defined in the Optical Mark settings. Barcode (Vertical / Horizontal) The barcode orientation is defined in the Optical Mark Settings. • For vertical barcode the width can be adjusted. • For horizontal barcode the height can be adjusted. Figure 112: BCR mark 2D Datamatrix The datamatrix properties are defined in the Optical Mark Settings. Figure 113: 2D Datamatrix mark Publishing version: V2.2 65 OMS-100 – User Manual Position and Height OMR: Adjust the position of the optical marks with numeric values in the related form in the settings area: The width of optical marks can be adjusted here. Figure 114: OMR: adjust position and width Barcode (Vertical / Horizontal) Adjust the position of the optical marks with numeric values in the related form in the settings area: The height of optical marks can be adjusted here. Figure 115: BCR: adjust position and height 2D Datamatrix Adjust the position of the optical marks with numeric values in the related form in the settings area: The size of optical marks can be adjusted in the Optical Mark Settings (p. 77) solely. Figure 116: 2D Datamatrix: adjust position Please open the options in Main Menu  Tools  Options... to adjust the measurement units. Move / Rotate Optical Mark OMR You may move the optical mark directly inside the preview pane: The blue arrow at the top of the optical mark indicates the expected reading direction with the start mark. Right-click on the optical mark to rotate it by 90 degree. 66 Vol. 3 Operating Barcode (Vertical / Horizontal), 2D Datamatrix Move the optical mark directly inside the preview pane: Figure 117: Positioning per drag and drop Figure 118: Datamatrix position Available Area Inside the preview pane there is a gray shaded border. The position of the optical marks is limited in OMS-100 to the remaining white area. The reason for this border is, that inserters have limitations for the area wherein the optical marks can be read by the camera. OMS-100 does not allow to position optical marks inside this shaded area. Figure 119: Positioning limits for optical marks This limitation of the area where optical marks can be added in OMS-100 is a reasonable value which fits most inserter models. However it does not fit all models. To make sure you do not place the optical marks outside this limitations please consult the inserter User Guide. Publishing version: V2.2 67 OMS-100 – User Manual Advanced Optical Mark Options (OMR) By clicking on the expand button for Advanced Optical Mark Options the following setting for the optical marks can be defined: • Show content of optical marks as text Click on the check box to display the content of the optical mark: Figure 120: OMR advanced options • The character string that is stored in the optical marks is displayed at the lower right corner of the page. Figure 121: Optical mark: display content • The text box can be moved around using the mouse and rotated by a right-click. Figure 122: Optical mark: move and rotate displayed content Orientation: Select the orientation of the optical mark as follows: • Portrait: top-down reading direction; • Landscape: right to left reading direction; • Portrait/Inverted: bottom up reading direction; • Landscape/Inverted: left to right reading direction. Figure 123: OMR: select orientation Direction of paper travel: Select the direction of paper travel as follows: • Portrait; • Landscape. Figure 124: OMR: select paper travel direction 68 Vol. 3 Operating Advanced Optical Mark Options BCR (Horizontal / Vertical) and 2D Datamatrix Open the Advanced Optical Mark Options by clicking the circled options button. It will allow you to define the following additional settings, which are available for BCR and 2D Barcodes only: • Show content of optical mark as text; • Select direction of paper travel; • Define the integrity level of the optical marks. Figure 125: BCR & 2D Datamatrix: advanced options Please refer to Advanced Optical Mark Options (p. 70) for detailed description. Include Customer ID The customer ID can be inserted to the optical mark.. Please refer to Advanced Optical Mark Options (p. 70) for detailed description. Figure 126: BCR & 2D Datamatrix: include Customer ID Additional information about optical marks and integrity level is provided in the reference part of the manual: • Optical Marks (p. 95) • Integrity Level After setting optical marks when page settings are adjusted (scaled / moved), the newly added optical marks are not adjusted accordingly as they have their own limitation in size and format. Please adjust this settings manually if necessary. Publishing version: V2.2 69 OMS-100 – User Manual 3.8.2 Advanced Optical Mark Options The description herein are applicable to BCR and 2D Datamatrix optical marks only. Additional information about optical marks and integrity level are provided in the reference part of the manual: • Optical Marks (p. 95) • Integrity Level Enable the Advanced Optical Mark Options Activate the checkbox to enable the advanced options: Figure 127: Enable advanced optical mark options Show Content of Optical Mark Activate the checkbox to show the content of the optical mark as a text: Figure 128: Enable display of the content of the optical mark • The character string stored in the optical mark is displayed at the lower right corner of the page. Figure 129: Optical mark: display content • The textbox can be moved using the mouse and rotated by a right-click. Figure 130: Optical mark: move and rotate displayed content Select the Direction of Paper Travel Select the paper travel direction from the list. Please ensure that the selection corresponds to the paper travel direction of your inserter. 70 Figure 131: Select direction of paper travel Vol. 3 Operating Define Integrity Level of Optical Mark Select the integrity functions from the list: Please note that Accumulate / Insert is active if no other integrity function is selected. So first enable another integrity function before disabling Accumulate / Insert. Figure 132: Integrity function with default settings (minimum integrity level) There are four levels of integrity as follows: • Minimal: only one function is activated (e.g. Sequence Check): Figure 133: Minimum integrity level (example) • Basic: two functions ar activated; • Medium: three functions are activated; • Maximum: all functions activated. Figure 134: Maximum integrity level (example) Include Customer ID You may include the Customer ID to the optical mark: Figure 135: BCR & 2D Datamatrix: include Customer ID By checking the Include Customer ID check box, a pop-up menu is opened and a selection area can be drawn with the mouse directly inside the preview pane. The value displayed in the text area is added to the optical mark of the current sheet. As customer ID numbers (0-9) or normal text (A-Z, a-z) can be added. Special characters are limited to the following: "-" "." "$" "%" "/" "+" The length of the customer ID can be manually changed. The maximum size is limited to 16 characters for BCR and 25 characters for 2D-Datamatrix. Publishing version: V2.2 Figure 136: Define customer ID to include 71 OMS-100 – User Manual The settings will be displayed as follows: You may edit the customer ID settings any time by clicking on the Edit button. Figure 137: Customer ID included to optical mark 3.8.3 Remove Area This option is available for any type of optical mark. It may be necessary to remove optical marks which already existed in the original content. Proceed as follows to remove the optical mark: • Check the Remove legacy optical marks box in the lower part of the settings area. Figure 138: Remove legacy optical mark • Mark the position of the existing optical mark with the mouse directly in the preview pane. The new optical marks can be placed over this area. Only one area for removing legacy optical marks can be defined. Figure 139: Select the legacy optical mark area for removal After setting the selection area for removing legacy optical marks, and the page settings are adjusted (scaled / moved), this selection area is also adjusted accordingly. Click on Next or Run to proceed to Step 8 - Print (p. 72) or Previous to go back to Step 6 - Inserter Control (p. 62). 72 Vol. 3 Operating 3.9 Step 8 - Print In this step you can enter the settings concerning the printing of the documents. The Print tab displays as follows: Figure 140: Main Screen: Print The right (configuration) side allows to define the printing options. The available options depend on the printer functions. 3.9.1 Printer Select the Printer At the top of the settings area you can Select the printer for printing the configured documents. If the user does not change anything here, the default printer of the system will be used. Figure 141: Select a printer device Paper Source Below you can Select the paper source of the printer. The list of the drop-down menu is generated dynamically from the driver of the selected printer. Figure 142: Select the paper source of the printer If the user does not change anything here, the default paper source of the selected printer will be used. Please note that the options will depend on the selected printing device. If you select PDF Output no source selection and no advanced options are available. Publishing version: V2.2 73 OMS-100 – User Manual Advanced Paper Source Options By clicking on the Advanced Paper Source Options button some more options are displayed. For the first and / or the last sheet a separate paper source can be selected (e.g. the first sheet is printed on a different sort of paper). Figure 143: Advanced paper source options 3.9.2 Print Range Select if you want to print All print batches or just One print batch. If One print batch is selected, please Select the print batch to be printed from the drop-down list, too. If the user does not change anything here, the Default print batch will be used for print. There is also the possibility to choose just one document to be printed. Select All Documents to print the hole print batch or select Document and enter the document number. Figure 144: Define the print range To make a selection easier for the user, the amount of documents and sheets is displayed for the various print batches. When Open or Run a template, please note, that the print range is not saved in the template, but is per default set to print All print batches. Adjust the settings if another print range is needed. 74 Vol. 3 Operating 3.9.3 Print Additional Sheets Barcode Configuration Sheet Some inserter models are able to read a barcode sheet that contains information about how the optical marks of the following job should be interpreted. If this function is not supported, the inserter has to be configured manually. Even then the barcode sheet provides information to make this configuration as easy as possible. Figure 145: Print additional sheets Check the Barcode configuration sheet check box to add this sheet to the print job. Figure 146: Barcode configuration sheet OMR Info Sheet For OMR it is not possible to configure the inserter automatically. But it is possible to print out an info sheet, which makes it easier to configure the inserter. Figure 147: Print OMR info sheet Check the Print OMR info sheet check box to add this sheet to the print job. Figure 148: OMR info shee Publishing version: V2.2 75 OMS-100 – User Manual Banner Sheet The banner sheet provides the name of the print batch and separates the different print batches. Check the Banner sheet for each print batch check-box to add a banner sheet on top of every print batch. Figure 149: OMS-100 banner sheet Print batches are only available if the Multi-Envelope Print Batches module has been activated. 3.9.4 Start Printing Click on Print to start the printing process. After a moment the printer dialog appears including a progress bar and information about which print batch is momentarily printed. Figure 150: Printing progress bar 76 Vol. 3 Operating 3.10 Exit OMS-100 Click on the x sign in the configuration tab to return to the Welcome Screen (p. 42). Figure 151: Close configuration Click on the Windows close icon in the upper right corner of the program window, to close OMS-100 without returning to the welcome screen. If the template has not been saved until now, a dialog box is displayed asking the user whether or not to save the template. Figure 152: Prompt leaving without saving 4 Optical Mark Settings Scope The Optical Marks can be configured according to the needs within the production. All the setting options available are explained in this chapter. Please note that some know-how about Optical Marks is very useful in order to select the correct settings. The settings are stored in Profiles which include all needed options. For BCR 1D / 2D some default profiles are loaded when OMS-100 is starting up the first time. The settings in the default profiles can be adjusted herein to adjust the OMS-100 functions to the available inserter functions. For OMR, there are no default profiles available. If OMR is used, it is mandatory to create a new profile and to configure the Optical Mark settings manually by a technician. Open Optical MarkSettings • start OMS-100 and open the Main Tab: Figure 153: Select Main to open optical mark settings • Click on the Optical Mark Settings button to open the windows to edit the settings: Figure 154: Open optical mark settings Publishing version: V2.2 77 OMS-100 – User Manual 4.1 Optical Mark Profiles Optical Mark Profiles are used to include all necessary definitions of the optical marks for usage in a given configuration (template). This chapter explains the profiles and how to create a new one. When opening the Optical Mark Settings, the screen with the profiles is displayed: s The following procedures are available: • Select a profile from the list and open it by clicking on the Next button or double-click on the profile to open. • Create a new profile by clicking on the New button. The New Profile dialog box will open. If a new profile is to be created enter a unique name for the profile and click on OK to continue: Figure 155: Create new optical mark profile Please note that always the name of the selected profile is displayed in the subsequent screen. Rename a profile: Rename by clicking on the Rename button: Figure 156: Rename or delete a profile 78 Vol. 3 Operating Delete a profile: Delete a profile by clicking on the Delete to continue: Figure 157: Delete a profile A profile which is in use in any template cannot be deleted: Figure 158: Profile cannot be deleted when in use Import/Export Profiles: Click on the Import/Export icon to import or export your profiles: Figure 159: Import - Export profiles Export Profiles: The profiles will be written to a transfer package file. Select the location and if needed change the file name in the following dialog box: Click on the Save button to export the profiles. Figure 160: Export profiles to package file Publishing version: V2.2 79 OMS-100 – User Manual Import Profiles: Import profiles from an existing package file. Select the location and file and click on the Open button to import the profiles: Figure 161: Import profiles If a profile already exists the following message will be displayed: Select to ignore, to overwrite or to keep both profiles. Check the "Apply selected option..." to perform the same for the following conflicts. Figure 162: Duplicate profiles when importing When the profiles have been successfully imported, a confirmation message will be displayed as follows: Figure 163: Import successful 80 Vol. 3 Operating 4.2 Optical Mark Types Select the optical mark type(s) according to the inserter type and configuration. • Click on Next to continue with configuring the Optical Mark settings. Figure 164: Select optical mark type OMR - Line marks is not active per default. Activating OMR settings is only possible if OMR editing is unlocked. Please refer to Unlock OMR Editing (p. 82) for further information. Publishing version: V2.2 81 OMS-100 – User Manual 4.3 Unlock OMR Editing Per default the OMR - Line marks button is locked in the Optical Mark Technology screen. Only the Expert Mode allows to change these settings. The Expert mode is available as soon as OMR editing is unlocked. • On the bottom of the screen a lock sign indicates if the Expert Mode is locked or not. Click on the lock sign to unlock and activate the expert mode: Figure 165: OMR editing locked The expert mode should only be activated by a technician, who knows exactly how the inserter is configured. The Expert mode is password protected. • Enter the password and click on OK to continue. Figure 166: Enter the service password 82 Vol. 3 Operating The Expert Mode is now unlocked and the Optical Mark settings for OMR are now accessible. For more information about how to configure the Optical Mark settings please consult chapter Optical Mark Settings (p. 77). Figure 167: OMR editing unlocked, expert mode activated When the changes in the Optical Mark settings are done, the Expert mode should be locked again by clicking on the lock sign. At every start the Optical Mark settings have to be unlocked prior to making any changes. Publishing version: V2.2 83 OMS-100 – User Manual 4.4 OMR Coding Schemes Select OMR Coding Schemes Select one of the following coding schemes and click on Next to continue: Note: As the OMR coding schemes are quite similar the Neopost OMR coding scheme is discussed here representing all available schemes. The same applies to the other schemes as well, whereas some of the functions may not be available for a scheme. Figure 168: OMR coding schemes Use the Back button to go back to the previous screen if needed. License Type Select the inserter license type you have. Choose between basic and advanced license. The list of inserter features is updated, according to the selection of the license type. Figure 169: Select license type 84 Vol. 3 Operating Optical Mark Features In this screen the OMR features available in OMS-100 can be configured. Some features can be activated by clicking on the checkbox, other features have options which can be configured by using the drop-down list. If a feature with a specific quantity is selected, it can be defined in more details in the next step. As an example if 3 feeders are defined, in the next step it is even possible to activate only feeder 1 and 3 in OMS-100. With this two-step configuration it is possible to configure OMR on a very detailed level. Click on Next to continue. Please refer to OMR Function Table (p. 97) for detailed information about the OMR functions. Figure 170: OMR features: Advanced license The following table gives a short description of every possible feature: Feature Description Diverts The number of document / page exits of the inserter before the folding step Feeders The number of feeders for adding enclosures Envelope types The number of possible envelope types that can be loaded in parallel Present on deck Special document exit before insertion (envelope is not sealed) Sealing control Automated system that initiates the lift of the moisture brushes or the activation of the moisture bumper Exits The Number of envelope exits Grouping mark's position Position where the insertion mark is placed: either at the beginning or at the end of the document (NTL only). Publishing version: V2.2 85 OMS-100 – User Manual Optical Mark Options Define the OMR options according to the definitions of your inserter. • Click on the appropriate check box to enable or disable the option. Notes: • If a feature has been disabled in the previous screen, the corresponding option will not appear herein; • you can select either 'Insert on mark' or 'Insert on space', but not both (toggle switch); • Feeder 1..x may be selected independently, but only to the max. feeder defined in the previous screen; Figure 171: OMR mark settings (1/2) • Depending on the type of OMR you may select up to 5 Sequence check bits. If you enable bit 1 a check box for the next bit will be added. Figure 172: OMR mark settings (2/2) 86 Vol. 3 Operating Preview The Preview mode displays the OMR as defined. • Click on the Preview button to display the OMR option in the preview mode: Figure 173: OMR mark settings: preview Back to Default Values You may set the default values again. • Click on the Back to default values button to display the OMR option in the preview mode: Figure 174: OMR mark settings: reset to default values Click on Next to continue: Publishing version: V2.2 87 OMS-100 – User Manual Mark Position Adjustment The optical mark position screen defines the detailed position of the mark on the page, including the quite zone and the mark thickness and line spacing. • use the 'up' and 'down' buttons to set the desired value or type the needed value directly into the text box; • click on the Back to default values button to set the default values. Every setting has a question mark to the right with an explanation of the field. Simply hover over the question mark to display the tooltip. Figure 175: OMR mark positioning Click on Finish to complete: 88 Vol. 3 Operating 4.5 Optical Mark Features: BCR Barcode License Type Select the inserter license type you have. Choose between basic and advanced license. The list of inserter features is updated, according to the selection of the license type. Figure 176: Select license type Optical Mark Features In this screen the BCR optical mark features available in OMS-100 can be configured: Some features can be activated by clicking on the check box, other features have options which can be configured by using the drop-down list. Click on Next to continue. Figure 177: BCR features The following table gives a short description of each possible feature: Feature Description Diverts The number of document / page exits of the inserter before the folding step Feeders The number of feeders for adding enclosures Envelope types The number of possible envelope types that can be loaded in parallel Sealing control Automated system that initiates the lift of the moisture brushes or the activation of the moisture bumper Exits The Number of envelope exits Publishing version: V2.2 89 OMS-100 – User Manual Mark Position Adjustment The optical mark position screen defines the detailed position of the mark on the page, including the quite zone and the mark thickness and line spacing. • unlock the settings (p. 82) prior to change any value; • use the 'up' and 'down' buttons to set the desired value or type the needed value directly into the text box; • click on the Back to default values button to set the default values. The button is active even if the settings are locked. Note: The thickness of line setting applies to the narrow line. The thick line and the space will be adjusted according to the definitions of the BCR 3of9 standard. Every setting has a question mark to the right with an explanation of the field. Simply hover over the question mark to display the tooltip. Figure 178: BCR mark positioning Back to Default Values You may set the default values again. • Click on the Back to default values button to display the OMR option in the preview mode: Figure 179: Reset to default values Click on Finish to complete the settings.: 90 Vol. 3 Operating 4.6 Optical Mark Features: 2D Datamatrix License Type Select the inserter license type you have. Choose between basic and advanced license. The list of inserter features is updated, according to the selection of the license type. Figure 180: Select license type Optical Mark Features In this screen the Datamatrix optical mark features available in OMS-100 can be configured: Some features can be activated by clicking on the check box, other features have options which can be configured by using the drop-down list. Click on Next to continue. Figure 181: 2D-Datamatrix features The following table gives a short description of each possible feature: Feature Description Diverts The number of document / page exits of the inserter before the folding step Feeders The number of feeders for adding enclosures Envelope types The number of possible envelope types that can be loaded in parallel Sealing control Automated system that initiates the lift of the moisture brushes or the activation of the moisture bumper Exits The Number of envelope exits Publishing version: V2.2 91 OMS-100 – User Manual Mark Position Adjustment The optical mark position screen defines the detailed position of the mark on the page, including the quite zone and the mark thickness and line spacing. • unlock the settings (p. 82) prior to change any value; • use the 'up' and 'down' buttons to set the desired value or type the needed value directly into the text box; • click on the Back to default values button to set the default values. The button is active even if the settings are locked. Every setting has a question mark to the right with an explanation of the field. Simply hover over the question mark to display the tooltip. Figure 182: 2D Datamatrix positioning Back to Default Values You may set the default values again. • Click on the Back to default values button to display the OMR option in the preview mode: Figure 183: Reset to default values Click on Finish to complete the settings.: 92 Vol. 4 Reference Manual IV Vol. 4 Reference Manual This chapter provides additional detailed information about specific topics related to OMS-100. 1 Error Handling / Exceptional Behaviour This part of the manual provides information and solutions to known errors or exceptional behaviour that might appear while working with OMS-100. 1.1 Text Extraction Exception Where can the exception occur? Which Step? Where Inside Step? Step 2 - Identify Documents By adding or editing Identification Criteria inside the pop-up menu. (p. 48) Step 4 - Enclosures (p. 54) By adding or editing a Criteria Specific Enclosure inside the pop-up menu. Step 5 - Print Batches (p. 57) By adding or editing a Criteria Specific Print Batch inside the pop-up menu. Step 6 - Inserter Control (p. 62) By adding or editing Divert Criteria inside the pop-up menu. Step 7 - Optical Marks (p. 64) By Including a Customer ID in the optical marks. By adding or editing a Inserter Function inside the pop-up menu. Description If you want to set criteria in OMS-100, depending on data from the input file(s), it might happen that the text which is displayed properly inside the selection area of the preview pane is not properly displayed in the text area of the specific criteria pop-up window. There are two possible mismatches: Symptom of the Mismatch Possible Reason for the Mismatch The text is not displayed at all in the pop-up window. The text displayed in the pop-up-window is garbled. Publishing version: V2.2 • The text marked in the preview pane was primarily scanned as image or was converted to a raster image by an application or printer driver. Therefore it is not possible for OMS-100 to display the originally used character. • The primarily used font is a bitmapped font. If the font is embedded to the PCL-file the character can be displayed, but not recognized as the specific character because in bitmapped fonts the character is translated into a graphical element. Only with an OCR software (Optical Character Recognition) it is possible to find out which character is displayed. OMS-100 does not provide OCR. • The printer driver which was used to create the PCL-file used non-standard encoding (ASCII / ANSI / UNICODE standard) therefore it is not possible for OMS-100 to display the primarily used character. 93 OMS-100 – User Manual Possible Work Around In some cases it is however possible to work around this issue by setting the Type-field inside the pop-up-window from Text to Image to use the text as a graphical reference. If it is not possible to specify a criterion by an image you can do as follows: • Use printer resident fonts for creating input files Avoid font embedding • If the printer driver has a TrueType Font option set it to Substitute with Device Font. • Install the embedded font on the system where OMS-100 is running, and don't embed it anymore. • In general, the PDF format is better suited for the use of embedded Use PDF instead of PCL fonts and for text extraction. If the text is displayed garbled because of a font which uses a non-standard code, it does not solve the problem to install the font locally, because only the code is used for text extraction. 1.2 Data Base Log File and Config File Location If you have to report an error to the support service you may be asked to provides some additional files. The following files can be found in the following directories: Files: File Full Name Data base file: OMS.db Log files: OMS-100-

.log.txt Transform.Trace.txt Transform.TraceOrFormula.txt

stands for the date, the log file was created. Directories: Operating System Path Windows 7 C:\ProgramData\OMS\OMS-100\ Windows XP* C:\Documents and Settings\All Users\Application Data\OMS\OMS-100\ *Part of the path name can be localized depending on the OS language. The ProgramData and the Application Data directory is hidden per default. To unhide it, administration rights are necessary. Please refer to your system administrator if you cannot access it. 94 Vol. 4 Reference Manual 2 Additional / Detailed Information As the place for detailed explanations is limited when describing a specific feature, this section gives additional detailed information which might be useful to the operator or technician. The topics herein are referenced in the user manual where needed. 2.1 Optical Marks BCR BCR stands for BarCode Reading. The barcode is a set of bars in a row (horizontal) or in a column (vertical). Figure 184: BCR mark DataMatrix (2D) An alternative way is the DataMatrix (2D) code. The information is here encoded in a pattern of small squares. The advantage of the DataMatrix is that it needs less space and can store more data than the Figure 185: Example of a 2D DataMatrix barcode. DataMatrix (2D) is only available if the DataMatrix module has been activated. BCR Code This is an example of BCR-coded information for a sheet with high integrity level, included customer ID and information about added enclosures and preconfigured inserter functions. Depending on the configuration more or less information is stored in the optical mark. Sheet N/M, Sheet Sequence, Group Sequence and Insert Code are explained in Integrity Level. Figure 186: Example of data stored in an optical mark The Enclosure code is a 2-digit hex code which carries information about how enclosures should be added. The Inserter Function is a 2-digit hex code which carries information about when criteria specific inserter functions should be executed. Customer ID is explained below. Not all inserter models support all inserter functions. Also the number of feeder stations depends on the type of the inserter. Please ensure the configuration is compatible to the used inserter model. Publishing version: V2.2 95 OMS-100 – User Manual Customer ID (BCR) It is possible to store a customer ID in the optical mark. This is useful, for example if a document is returned after shipping, to quickly identify the customer. Some types of inserter models also store a log file with the information stored in the optical marks. Like that it can be used as a tool to reconstruct the way of documents sent to one specific customer. As customer ID numbers (0-9) or normal text (A-Z, a-z) can be added. Special characters are limited to the following characters: "-" "." "$" "%" "/" "+" Figure 187: Optical marks: customer ID The customer ID should not be used as a criterion for integrity. For more information about Integrity please consult Integrity Level. OMR OMR stands for Optical Mark Reading. This is the less complex code available in OMS-100. As OMR is simpler, as the other optical marks, it is easier to read for some inserters and it is also readable for humans with according knowledge of the code. Disadvantages of OMR are the missing integrity features and there is also no possiblity to configure Figure 188: OMR mark the inserter automatically with a configuration sheet. 96 Vol. 4 Reference Manual OMR Code This is an example of OMR-coded information for an inserter supporting all features that are available in OMS-100. For more information about what when a specific mark is set, please consult the Technician Manual. Figure 189: OMR code example Not all inserter models support all inserter functions. Also the number of feeder stations depends on the type of the inserter. Please ensure the configuration is compatible to the used inserter model. Enclosures In Step 4 - Enclosures (p. 54) enclosures can be added to documents. As soon as a criterion is defined for a specific feeder station, the function for adding an enclosure to this station is created. This function has also access to positions in the optical mark code to store information for the inserter. When after that moment the Add an enclosure to certain documents based on a specific criterion check box is unchecked the function is not deleted, but disabled. The positions in the optical mark code Figure 190: Add enclosures from specific feeder do remain as well but with the 'disabled'-value stored at that position. Figure 191: Add, edit or delete enclosure criteria Publishing version: V2.2 97 OMS-100 – User Manual 2.2 OMR Function Table The following tables gives an overview about each feature, its available options and the details will be displayed to configure. Additionally a short description is given for each feature detail for better understanding about how the feature is intended to be used for the inserter. Diverts Feature Options Detail None 1 Description Divert 1 and stop  Divert 1 and continue  The inserter diverts the document and stops processing further documents The inserter diverts the document and continues to insert further documents Feeders Feature Options Detail None Feeder 1 1 ... 8 Description The inserter supports the additional feeder 1 for adding enclosures to documents  Feeder ... The inserter supports the additional feeder ... for adding enclosures to documents  Feeder 8  The inserter supports the additional feeder 8 for adding enclosures to documents If several feeders where selected in the feature options, they can be checked completely independent in the detail view. E. g. it is possible to check feeder 1, 3, 6 and 8 only. Only these feeders then will be available in the OMS-100 configuration wizard to be chosen from. Envelope Types Feature Options Detail Unique 2 Types  Envelope type Description The inserter can handle several envelope types in parallel Present On Deck Feature Options Detail Present on deck and continue Present on deck and stop Active Inactive   Description The folded document will leave the inserter on a special exit. The inserter will continue with the inserting process The folded document will leave the inserter on a special exit. The inserter will stop with the inserting process Depending on the inserter model, only the mail piece (folded document with enclosures) or the inserted mail piece is exited. 98 Vol. 4 Reference Manual Sealing Control Feature Options Detail Active Inactive Not Seal  Description Indicates that the envelope should not be sealed Exits Feature Options Detail Unique Exit 2 Description  The inserter supports a second regular exit Insert/Accumulate The following table provides some OMR details concerning the insertion/accumulation feature. Depending on the settings made in the previous screen, various options are available: Feature Options Detail 1-track Insert on mark  Insert on space  Insert (First of group)  Insert Accumulate Publishing version: V2.2 2-track Description This mark indicates to the inserter that the document in the accumulator has to be inserted (if 'Insert on space' is selected, this box is unchecked) This mark indicates to the inserter that the page has to be accumulated (if 'Insert on mark' is selected, this box is unchecked) This mark indicates to the inserter that this page starts a new document and the previous document has to be inserted. This mark is similar to 'Insert on mark'.   This mark indicates to the inserter that the document in the accumulator has to be inserted. When the Insert and Accumulate boxes are checked, the 'Insert' marks are the opposite of the 'Accumulate' marks. If only this box is checked, the mark is similar to 'Insert on mark'. This mark indicates to the inserter that the page has to be accumulated. When the Insert and Accumulate boxes are checked, the 'Accumulate' marks are the opposite of the 'Insert' marks. If only this box is checked, the mark is similar to 'Insert on space'. 99 OMS-100 – User Manual The following table provides some OMR details that can be configured independently of any inserter feature: Detail Description Start mark This mark will be present on every sheet to indicate optically where the OMR code begins Stop inserter Stops the inserter if the mark is present Sequence check (bit 1) ... (bit 5) 5 marks can be used for sheet sequence control. I. e., sheet sequence can be controlled for up to 32 sheets Parity check This mark can be added for code integrity purpose. Even parity is used, i. e. if the mark is present, the number of marks (including parity mark) is even Safety mark This mark will be present on every sheet to mark optically where the OMR code ends Please note, that the 'Start mark', the 'Safety mark' and the 'Parity check' are not available when using a 2-track OMR. 100 Vol. 4 Reference Manual 2.3 User Defined Criteria In Step 2 - Identify Documents (p. 48), Step 4 - Enclosures (p. 54), Step 5 - Print Batches (p. 57) and Step 6 - Inserter Control (p. 62), there can be set user defined criteria for different functions. Read this topic for a detailed description about how these criteria can be defined and how they will be processed: When adding a new criterion, a pop-up menu will open where you have to fill in a form with different entries. With the mouse there can be drawn a selection area directly inside the preview pane to select the position, where text or an image will be extracted for the logical comparison. Figure 192: Identification criteria The pop-up windows differs depending on the current step and function. The following Items should be available for all user defined criteria. Menu Item Description Name Name of the criterion, can be selected. Type Choose between Text or Image type for the extraction of the data. The default type is Text. The text selected inside the preview pane with the mouse is displayed inside the text area at the bottom of the pop-up menu. By choosing Image a preview of the part which is inside the selection area is displayed. This type can be used to identify documents on graphical criteria (e.g. a logo which is displayed only on the first page of a document). If no text could be recognized inside the selection area, the type is changed automatically to Image type. If the type is Image, the image has to be on exactly the same place on every page, otherwise document separation may be erroneous. Logical Comparator Publishing version: V2.2 In the drop-down list a logical comparator can be selected. Depending on the current step and the type selected above, some of the following logical comparators can be selected: Logical Comparator Description changes True, if the value of the previous page differs to the value of the current page. Contains True if the input value contains the criterion value. is equal to True, if both input value and criterion value are the same. is not equal to True, if the input value and criteria value are not the same 101 OMS-100 – User Manual Preview area At the bottom of the pop-up menu there is a preview area, where either the text or the image inside the selection area is displayed. If the extracted value is text, it is possible to adjust the value inside the preview area. There are two kind of comparators: • Absolute comparators • Relative comparators The only relative comparator is changes. The other comparators (contains, is equal to, is not equal to) are absolute comparators. Relative Comparator (Changes) If a relative comparator is selected, the value (text / image) at the position of the selection area of the current page is compared to the value at the same position on the previous page. If the value changes, the logical comparison results positive. This comparator can be used only to identify documents. When the logical comparison is positive, OMS-100 identifies a new document beginning with the current page. Absolute Comparator (Contains, is Equal To, is Not Equal To) If an absolute comparator is selected, the value (text / image) at the position of the selection area of the current page is compared to the value inside the preview area at the bottom of the pop-up window. Like this the extracted values from the different pages are compared always with a fix value. When the selection area is drawn, as default for this value is entered the value inside the selection area on the current page. If Text type is selected, this default value can be adjusted by clicking inside the text area. In some cases it might be possible that the text extracted from the document is not displayed properly in the text area. More information about this issue are provided in Text Extraction Exception (p. 93). If you find no way to extract the text, in some cases it is however possible to work around this issue by setting the type inside the pop-up-window from "Text" to "Image". If multiple criteria are defined the criteria are logically OR connected. Exception: for multiple identification criteria the user can choose the logical comparator himself (OR/AND). 102 Vol. 4 Reference Manual 2.4 Multiple Print Batches and Criteria Rules If multiple print batch criteria are defined, it may be difficult to see how they are handled and prioritized by OMS-100. Read this topic to get a detailed description about that rules. Documents are assigned to a print batch following this rules: • A document must not have more sheets than the sheet limit defined in the print batch. • Sheet limit "0" or "-" means: No limitation. • Documents are assigned to the print batch with the smallest possible sheet limit. • If a user defined criterion matches, the document is assigned to the selected print batch. Exception: if the document exceeds the sheet limit of the selected print batch, it is assigned to the print batch with the smallest possible sheet limit. • Multiple criteria specific print batches are OR-linked. • If one document matches several criteria which allocates it to different print batches, the print batches are prioritized in alphabetical order. • The Default print batch has always the lowest priority. 2.5 Reverse Print In Step 5 - Print Batches (p. 57) the following advanced options are provided: • Prepare the Print Batch for Normal Print Order • Prepare the Print Batch for Reverse Print Order Different inserter have different requirements for the print order of the batches in the input feeder. The following pictures visualize how the print output is generated for Normal Print Order and Reverse Print Order: Figure 193: Normal vs. reverse print order Normal print order means that the documents are dropped into the printer output bin with the back side upwards, by selecting reverse print, with the front side upwards. So in normal print order the first page is printed first, in reverse print order the last page is printed first. To use the reverse print order option the printer must have a Face-up Straight-through Output Bin in order to process the output correctly. Publishing version: V2.2 103 OMS-100 – User Manual V OMS-100 Glossary of Terms A Additional Sheets In Step 8 - Print (p. 72) a barcode sheet and/or a banner sheet can be added to the printout.. All - Input Order In the toolbar the various print batches can be selected. In addition to the defined print batches two virtual print batches can be selected. One of them is All - input order which means that all pages are displayed in the order they are in the input file(s). All - Print Order In the toolbar the various print batches can be selected. In addition to the defined print batches two virtual print batches can be selected. One of them is All - print order which means that all pages are displayed in the order they are configured for print output. ANSI The American National Standards Institute has defined the 8-bit character set which is the standard character set used in Windows computers. A character set contains all possible characters such as symbols, numerals etc. which are recognized and processed by the computer. ASCII The American Standard Code for Information Interchange is a character-encoding scheme based on the ordering of the English alphabet. ASCII includes definitions for 128 characters: 33 are non-printing control characters (now mostly obsolete) that affect how text and space is processed; 94 are printable characters, and the space is considered an invisible graphic. B Banner Sheet An additional sheet, that can be added to the print output. It is added before a new print batch begins to separate print batches and to provide the name of the following print batch. Barcode Barcode is a type of optical marks, where data is represented in the widths (lines) and the spacings of parallel lines. Barcode is also used as an umbrella term for OMR, 1d barcodes and 2d barcodes. 2d barcodes are barcodes where the patterns are arranged in two dimensions. DataMatrix, which is used in OMS-100, also is a barcode in this context. Barcode Sheet An additional sheet, that can be added to the print output which can be used for some inserter models to prepare the inserter for the following print batch(es) and configures it with the settings of the optical marks used in the print batch(es). Bitmap Bitmap (also Raster Image) is a type of file format used to store digital images, usually named with the file extension of .BMP. C Cell Size If DataMatrix (2D) is selected, the cell size of the DataMatrix can be ajusted. The DataMatrix has a virtual grid. Inside the cells of this grid the little squares are drawn. By increasing the cell size, also the size of the little squares and the hole DataMatrix is increased. Configuration Wizard The configuration wizard is a wizard which guides the user step by step through the configuration of OMS-100. 104 OMS-100 Glossary of Terms Criteria Specific Enclosures In Step 4 - Enclosures (p. 54) there can be added enclosures dependent on user defined criteria. Criterion During the configuration process there can be set several times user defined criteria to influence the output dependent on data that are extracted out of the input file(s). Customer ID In Step 7 - Optical Marks (p. 64) there can be added a customer ID to the data that is stored in the optical marks. The customer ID is user defined and is extracted out of the input file(s). D DataMatrix (2D) DataMatrix is a type of optical mark where the data is encoded in a pattern of small black and white squares which are situated inside a bigger square. DataMatrix belongs to the family of 2d barcodes. The patterns are arranged in two dimensions. Default Default is one of the preconfigured print batches. The others are: Standard envelope and Large envelope. The default print batch is used, if the document could not be allocated to any other print batch. Divert Documents Some inserter models have the possibility to exit a document without inserting it in an envelope (divert it). The information to do so can be added to the optical mark. Document A document in OMS-100 is a number of pages which are recognized by user defined criteria to belong together. One document together with optional enclosures are one document set which is to be inserted in one envelope. Document Recognition In Step 2 - Identify Documents (p. 48) there has to be set user defined criteria to identify the begin of a new document, depending on data extracted out of the input file(s). This process is named document recognition. Document Set A document set in OMS-100 is a set of one document and optional a number of enclosures. Double Sided Print Print the output on both sides of the sheets. Duplex Duplex is a commonly used expression for double sided print. E Embedded Font In some document types fonts may be embedded in the file to make sure the characters are displayed correctly on every computer even if the font is not installed locally. Enclosure Criteria Enclosures can be added depending on user defined criteria. Enclosures Enclosures are additional sheets (e.g. with advertisement) that can be added to a document set by the inserter. F Face-up Straight-through A printer output bin, where the sheets are dropped with the Face side upwards and the paper has not changed direction inside the printer engine. Output Bin Feature A feature in OMS-100 is one or more functionalities that serve a specific need a user might have. Feeder Station Every inserter has one or more feeder stations where the sheets are loaded into the machine. Publishing version: V2.2 105 OMS-100 – User Manual G General Enclosures General enclosures are add to all documents. They don't depend on on user defined criteria. Graphical Criteria When setting user defined criteria, the data will be extracted from of the input file(s). The user can select one of the following two types: • • Text Image If Image is selected, the content inside the selection area is extracted as an image. Therefore, this is a graphical criterion in contrast to a text criterion. Group Sequence In Step 7 - Optical Marks (p. 64) some integrity features can be added to the optical marks, where Group sequence is one of these integrity features. H Horizontal Offset In Step 3 - Page Settings (p. 52) the original content of the input file(s) can be sized and moved. When the original content is sized, it can be moved horizontally to the right. I Identification Criteria In Step 2 - Identify Documents (p. 48) the user has to define criteria how the begin of a new document is identified. Identify Documents The input file(s) may contain one or more documents with each one or more pages. In Step 2 - Identify Documents (p. 48), criteria can be added to define where a new document starts. Depending on the structure and the data of the input file(s) many different ways to identify documents are possible. Image Type When creating user defined criteria, the data is extracted out of the input file(s). The user can select one of the following two types: • • Text Image If Image is selected, the content inside the selection area is extracted as an image which is displayed in the preview area at the bottom of the pop-up window and is also the data that will be logically compared. Input In Step 1 - Input (p. 45) the input file(s) are defined. Input File An input file is a raw-data source file that is used as input for OMS-100. The data from the input file are processed by OMS-100 and printed out. As input files the following document types are supported by OMS-100: • • • PDF (Portable Document Format) PCL5/6 (Printer Command Language) XPS (XML Paper Specification) Input Folder Alternatively to a single input file also a folder can be set as raw-data source. If an input folder is selected, all compatible files are merged and handled as one big input file. Inserter A shortened name for folding and inserting machine. An inserter is a machine that is able to collect, fold and insert paper to envelopes. Dependent on the model there are some additional functions that can be accessed by OMS-100 via optical marks. 106 OMS-100 Glossary of Terms Inserter Control In Step 6 - Inserter Control (p. 62) some inserter control functions can be configured. For the configured functions OMS-100 adds control codes for the inserter to the optical marks. Inserter Functions See inserter control. Integrity Level The optical marks can be used as an integrity feature to ensure, the documents are inserted correctly. There can be configured different integrity levels from none up to high. For detailed information please consult the Integrity Level chapter. L Large Envelope Large envelope is one of the preconfigured print batches. The others are: Standard envelope and Default. Legacy Optical Marks Optical marks, that are already part of the input file(s) before altered in OMS-100. In Step 7 - Optical Marks (p. 64) it is possible to remove one legacy optical mark per page. License Key To activate a specific license, the license key has to be entered in the Main menu  Tools  Manage license.... Logical Comparator In different steps it is possible to configure user defined criteria. For processing these criteria, OMS-100 makes a logical comparison between data which is extracted from the raw data and a user defined value. One of several logical comparators can be selected. M Mail Piece A mail piece contains all sheets combined and inserted to an envelope (including enclosures) and the envelope itself. Main Menu The menu located in the upper right corner of the OMS-100 window containing following items: • • • Module Save Tools Help Some features are only available if the according module has been activated. The following modules are available: • • Multi-Envelope Print Batches DataMatrix N Narrow Barcode Element Smallest element of the barcode. The width of the narrow barcode element can be set in Step 7 - Optical Marks (p. 64). Navigation Bar The navigation bar is located at the bottom edge of the configuration wizard window and contains the buttons to navigate to the Next or Previous Step and to Run the template. Normal Order In Step 5 - Print Batches (p. 57) it is possible to configure the output to be printed in normal or reverse order. For more information please consult Reverse Print (p. 103). Publishing version: V2.2 107 OMS-100 – User Manual O OMR OMR (Optical Mark Recognition) is a dedicated optical mark which may be used e.g. for inserters which are equipped with a barcode reader. In contrast to BCR (Barcodes) OMR provides single sized marks which are read and evaluated by the inserters' scanner. OMS Output Management Software. Operator The person who operates OMS-100 in daily business. Optical Mark Type There are three types of optical marks in OMS-100: • • • Optical Marks OMR Barcode DataMatrix (2D) An optical mark is an optical, machine-readable representation of data. Originally, optical marks represented data in the widths (lines) and the spacings of parallel lines and may be referred to as linear or as 1D barcodes. But they also come in patterns of squares, dots, hexagons and other geometric patterns within images termed 2D barcodes. DataMatrix is a specific type of these barcodes. In OMS-100 optical marks are printed on each sheet and carry information for the inserter, which reads them with a camera. There are different inserter related functions in OMS-100 that store information for the inserter in the optical marks. Barcodes can be used with all types of licenses. For using DataMatrix (2D), an additional module is necessary. Original Content The content of the input file(s) before altered by OMS-100. Output Device A printer / Windows printer driver which is used for the output of the configured input file(s). It can be a physical printer device or a virtual (e.g. PDF printer driver). P Page A page is the content which can be printed on one side of a sheet. Page Settings Page Settings can be configured in Step 3 - Page Settings (p. 52). Scaling, moving and single- or double-sided print are possible. PCL Printer Command Language, more commonly referred to as PCL, is a Page Description Language (PDL) developed by HP as a printer protocol. PDF Portable Document Format (PDF) is a file format created by Adobe Systems in 1993 for document exchange. PDF is used for representing two-dimensional documents in a manner independent of the application software, hardware, and operating system. Preview Area Preview area is not the same as the preview pane. In different steps there can be configured user defined criteria. By adding one, a pop-up window is opened and with the mouse there can be drawn a selection area inside the preview pane to extract data from that position on the page. The result of that extraction is displayed in a small preview area at the bottom of the pop-up window. Preview Pane Preview pane is not the same as preview area. The preview pane is a sub-frame of the configuration wizard window. It displays a preview of one page of the input file(s) including the configured changes. 108 OMS-100 Glossary of Terms Print Step 8 - Print (p. 72) allows to configure the print-out of the content processed by OMS-100. Set the options concerning the printer, the print range and additional sheets. Print Batches In Step 4, print batches can be defined. Per default one print batch contains all documents. If Create multiple print batches is selected, a print batch is a partition of documents that contain a pre-defined range of sheets. For example, one print batch contains all documents between 1 to 8 sheets which is the range of sheets that fits into a specific envelope type, another print batch contains all other documents, which needs a bigger envelope type. Alternatively to the sheet range a user-defined criterion can be used to allocate a document to a print batch. Print batches are printed each one in a separate print job. Print Output The physical output created by the printer or one or more files which are created by a virtual printer device (e.g. PDF file). Print Range In Step 8 - Print (p. 72) the print range can be configured. Either all print batches at the same time, only a single print batch or even one specific document can be printed. Q Quick Start Guide In Welcome Screen (p. 42) there is a link to the quick start guide. The quick start guide explains a useful example of a configuration / template which should help to understand often used features of OMS-100. R Raw Data In Step 1 - Input (p. 45) an input file / folder can be defined. The raw data are these, not yet altered files. The following file formats are suitable as raw data input file(s): • • • Reverse Order PDF (Portable Document Format) PCL5/6 (Printer Command Language) XPS (XML Paper Specification) In Step 5 - Print Batches (p. 57) it is possible to configure the output to be printed in normal or reverse order. For more information please consult Reverse Print (p. 103). S Save Button The button in the tab header to save the current configuration as a template. Scale & Move In Step 3 - Page Settings (p. 52) the size of the original content can be altered. It can be scaled and moved to the right and downwards. Selection Area In different steps it is possible to configure a feature which depends on data extracted out of the raw data. The user can draw a rectangle in the preview pane with the mouse. This rectangle is the selection area. Separate Sheet When Print pages on both sides of the sheet is selected it may be useful to print the first and last page of a document on a separate sheet (only on one side). Settings Area A sub-frame in the right part of the configuration wizard window, where all settings are located. Publishing version: V2.2 109 OMS-100 – User Manual Setup Wizard The wizard which guides the user through the setup process. Sheet One piece of paper. One or two pages can be printed on one sheet. Sheet Limit Print batches have defined sheet limits, which is the maximum number of sheets that can be inserted in the envelope type, the print batch is configured for (except enclosures). Sheet Sequence The sheet sequence is one feature of the integrity. For thsi reason every sheet has its own number regardless of the document or print batch it is part of. The inserter will stop if one sheet is missing or the order of the sequence is mixed up. Simplex Simplex is a commonly used expression for the printing mode, when each page is printed on one single sheet. Standard Envelope Standard envelope is one of the preconfigured print batches. The others are: Large envelope and Default. Step The configuration wizard of OMS-100 is divided into 8 steps. Each one of them is dedicated to a specific topic. Step-Tab At the top of the window, right below the main menu, there is a bar with the steps of the configuration wizard displayed as an interactive flow diagram. Depending on step the user is in, it may be possible to jump to a specific step by clicking on the according step arrow. T Text Extraction In several steps it is possible to set criteria depending on data extracted out of the input file(s). When text is used as type for a criterion, OMS-100 is capable to use the content of the extracted text for the processing of the criteria. Text Type In several steps it is possible to set criteria depending on data extracted out of the input file(s). The content of the extracted data can be interpreted as text by OMS-100 or as image. The user can select if he likes to use the text type or the image type for extraction. Title Bar The title bar is situated at the top of the window and contains the Main Menu and the Step-Tabs. Toolbar At the top of the preview pane there is a toolbar with control buttons. The tools provided are: • • • Tools Menu Switching the preview between pages, documents and print batches Several tools for zoom in / out the preview of the current page Navigation through the document. In the Main Menu at the upper right corner, there is a menu item displayed by a cog wheel which is named Tools Menu. The Tools Menu provides Options... and Manage License.... U Unicode Unicode is a computing industry standard for the consistent encoding, representation and handling of text expressed in most of the world's writing systems. Developed in conjunction with the Universal Character Set standard and published in book form as The Unicode Standard. User-Defined Criteria In several steps it is possible to configure the output depending on data extracted out of the input file(s). The user is able to configure criteria to define which part of the data should be extracted and how the extracted data is processed in the configuration process. 110 OMS-100 Glossary of Terms V Vertical Offset In Step 3 - Page Settings (p. 52) the size of the original content can be altered. It then might be useful to adjust the position of it on the new page. Therefore it is possible to set a vertical and horizontal offset. W Welcome Screen When OMS-100 is started, the welcome screen is displayed. The welcome screen provides links to the Quick Start Guide and is the starting point for the Configuration Wizard. If Templates were created, the user interface for managing the templates is displayed as well. X XML The eXtensible Markup Language (XML) is a general-purpose specification for creating custom markup languages. It is classified as an extensible language, because it allows the user to define the mark-up elements. XML's purpose is to aid information systems in sharing structured data, to encode documents and to serialize data. XPS XML Paper Specification. Publishing version: V2.2 111 OMS-100 – User Manual Table of Figures Figure 1: Help menu ................................................................................................................................................................ 7 Figure 2: Step into OMS-100 .................................................................................................................................................. 8 Figure 3: Toolbar ...................................................................................................................................................................... 8 Figure 4: Contents tab ............................................................................................................................................................ 8 Figure 5: Index tab .................................................................................................................................................................. 9 Figure 6: Search tab ................................................................................................................................................................ 9 Figure 7: Content of the current chapter.......................................................................................................................... 10 Figure 8: Overview of the architecture of OMS-100 ........................................................................................................ 11 Figure 9: OMS-100 content of download package .......................................................................................................... 16 Figure 10: User Account Control ........................................................................................................................................ 17 Figure 11: Select language ................................................................................................................................................. 17 Figure 12: License agreement for .NET Framework 4 .................................................................................................... 17 Figure 13: InstallShield wizard welcome screen ............................................................................................................ 18 Figure 14: Software license agreement ........................................................................................................................... 18 Figure 15: Enter customer information ............................................................................................................................ 18 Figure 16: Select installation folder .................................................................................................................................. 19 Figure 17: Ready to install OMS-100................................................................................................................................. 19 Figure 18: Setup completed ............................................................................................................................................... 20 Figure 19: InstallShield wizard welcome screen ............................................................................................................ 21 Figure 20: Remove OMS-100 .............................................................................................................................................. 21 Figure 21: Ready to remove OMS-100 .............................................................................................................................. 22 Figure 22: Remove completed ........................................................................................................................................... 22 Figure 23: InstallShield wizard welcome screen ............................................................................................................ 23 Figure 24: Repair OMS-100 ................................................................................................................................................. 23 Figure 25: Ready to repair OMS-100 ................................................................................................................................. 24 Figure 26: Repair completed .............................................................................................................................................. 24 Figure 27: User Account Control ........................................................................................................................................ 25 Figure 28: Confirm upgrade ................................................................................................................................................ 25 Figure 29: Resume upgrade ............................................................................................................................................... 25 Figure 30: Upgrade completed........................................................................................................................................... 26 Figure 31: Confirm cancellation......................................................................................................................................... 27 Figure 32: Installation cancelled ....................................................................................................................................... 27 Figure 33: OMS-100 configuration wizard........................................................................................................................ 30 Figure 34: Toolbar ................................................................................................................................................................ 32 Figure 35: Navigate between documents ........................................................................................................................ 32 Figure 36: Navigate between pages ................................................................................................................................. 32 Figure 37: Toolbar: Page side indication .......................................................................................................................... 32 Figure 38: Select zoom factor ............................................................................................................................................ 33 Figure 39: Display processing status ............................................................................................................................... 33 Figure 40: OMR code values ............................................................................................................................................... 34 Figure 41: Configuration tab............................................................................................................................................... 34 Figure 42: Template name .................................................................................................................................................. 34 Figure 43: Save button ........................................................................................................................................................ 35 112 OMS-100 Glossary of Terms Figure 44: Save new template dialog ................................................................................................................................ 35 Figure 45: Close configuration ........................................................................................................................................... 35 Figure 46: Main menu .......................................................................................................................................................... 35 Figure 47: Tools menu ......................................................................................................................................................... 35 Figure 48: Help menu .......................................................................................................................................................... 35 Figure 49: Language and measurement options ........................................................................................................... 36 Figure 50: Advanced options.............................................................................................................................................. 36 Figure 51: Current license status ...................................................................................................................................... 37 Figure 52: Manage license in the options menu ............................................................................................................. 37 Figure 53: License information.......................................................................................................................................... 37 Figure 54: Sticker on the DVD back side ........................................................................................................................... 37 Figure 55: Activating license complete ............................................................................................................................ 37 Figure 56: New license status............................................................................................................................................ 38 Figure 57: Updated license information ........................................................................................................................... 38 Figure 58: License expired ................................................................................................................................................. 38 Figure 59: Check for license update ................................................................................................................................. 38 Figure 60: Update successful ............................................................................................................................................ 39 Figure 61: License volume blocks ..................................................................................................................................... 39 Figure 62: License history events..................................................................................................................................... 39 Figure 63: About OMS-100 .................................................................................................................................................. 39 Figure 64: Settings area (Optical mark settings) ........................................................................................................... 40 Figure 65: Groupings inside the settings area ................................................................................................................ 40 Figure 66: Help button provided for each grouping........................................................................................................ 40 Figure 67: List of documents in an input file ................................................................................................................... 40 Figure 68: Roll up and down the advanced options ....................................................................................................... 41 Figure 69: Welcome screen (initial start) ........................................................................................................................ 43 Figure 70: Welcome screen with saved templates ........................................................................................................ 44 Figure 71: License error: module missing ....................................................................................................................... 45 Figure 72: Inserter function not defined .......................................................................................................................... 45 Figure 73: Main screen: choose file or folder................................................................................................................... 46 Figure 74: Load input file(s)............................................................................................................................................... 46 Figure 75: Input file opened ............................................................................................................................................... 47 Figure 76: List of available profiles ................................................................................................................................... 48 Figure 77: Profile selected .................................................................................................................................................. 48 Figure 78: Main screen: Identify document..................................................................................................................... 49 Figure 79: Step 2 - Identify documents ............................................................................................................................ 49 Figure 80: Identification criteria ........................................................................................................................................ 50 Figure 81: Identification criteria ........................................................................................................................................ 50 Figure 82: List of identification criteria ............................................................................................................................ 50 Figure 83: Combine multiple criteria................................................................................................................................. 51 Figure 84: Test the identification criteria......................................................................................................................... 51 Figure 85: Sort list of documents ...................................................................................................................................... 51 Figure 86: Navigate to a specific page ............................................................................................................................. 52 Figure 87: Main screen: Page settings ............................................................................................................................. 53 Figure 88: Scale and move the original content ............................................................................................................. 53 Figure 89: Scale and move the original content ............................................................................................................. 54 Figure 90: Print on one or both sides of the sheets ....................................................................................................... 54 Publishing version: V2.2 113 OMS-100 – User Manual Figure 91: Long-edge binding ............................................................................................................................................ 54 Figure 92: Main screen: Enclosures .................................................................................................................................. 55 Figure 93: Add enclosures from specific feeder ............................................................................................................. 55 Figure 94: Add, edit or delete enclosure criteria ............................................................................................................. 56 Figure 95: Add a specific enclosure .................................................................................................................................. 56 Figure 96: Main screen: Print batches .............................................................................................................................. 57 Figure 97: Navigate between print batch ........................................................................................................................ 58 Figure 98: Edit print batches.............................................................................................................................................. 58 Figure 99: Advanced print order options .......................................................................................................................... 59 Figure 100: Add, edit or delete criteria specific print batches ..................................................................................... 59 Figure 101: Add a Print Batch............................................................................................................................................. 59 Figure 102: Define criterion specific print batches........................................................................................................ 60 Figure 103: Test the print batches .................................................................................................................................... 61 Figure 104: Sort list of print batches ................................................................................................................................ 61 Figure 105: Navigate to a specific page ........................................................................................................................... 61 Figure 106: Main screen: Inserter control........................................................................................................................ 62 Figure 107: Add a criteria to trigger inserter function ................................................................................................... 62 Figure 108: Define criterion to trigger inserter function ............................................................................................... 63 Figure 109: Select an inserter function ............................................................................................................................ 63 Figure 110: Main Screen: Optical marks ........................................................................................................................... 64 Figure 111: OMR mark ......................................................................................................................................................... 65 Figure 112: BCR mark .......................................................................................................................................................... 65 Figure 113: 2D Datamatrix mark ....................................................................................................................................... 65 Figure 114: OMR: adjust position and width .................................................................................................................... 66 Figure 115: BCR: adjust position and height ................................................................................................................... 66 Figure 116: 2D Datamatrix: adjust position ..................................................................................................................... 66 Figure 117: Positioning per drag and drop ...................................................................................................................... 67 Figure 118: Datamatrix position ........................................................................................................................................ 67 Figure 119: Positioning limits for optical marks ............................................................................................................. 67 Figure 120: OMR advanced options .................................................................................................................................. 68 Figure 121: Optical mark: display content....................................................................................................................... 68 Figure 122: Optical mark: move and rotate displayed content .................................................................................... 68 Figure 123: OMR: select orientation ................................................................................................................................. 68 Figure 124: OMR: select paper travel direction ............................................................................................................... 68 Figure 125: BCR & 2D Datamatrix: advanced options ................................................................................................... 69 Figure 126: BCR & 2D Datamatrix: include Customer ID................................................................................................ 69 Figure 127: Enable advanced optical mark options....................................................................................................... 70 Figure 128: Enable display of the content of the optical mark .................................................................................... 70 Figure 129: Optical mark: display content....................................................................................................................... 70 Figure 130: Optical mark: move and rotate displayed content .................................................................................... 70 Figure 131: Select direction of paper travel .................................................................................................................... 70 Figure 132: Integrity function with default settings (minimum integrity level) ...................................................... 71 Figure 133: Minimum integrity level (example) ............................................................................................................. 71 Figure 134: Maximum integrity level (example) ............................................................................................................ 71 Figure 135: BCR & 2D Datamatrix: include Customer ID................................................................................................ 71 Figure 136: Define customer ID to include ...................................................................................................................... 71 Figure 137: Customer ID included to optical mark ......................................................................................................... 72 114 OMS-100 Glossary of Terms Figure 138: Remove legacy optical mark......................................................................................................................... 72 Figure 139: Select the legacy optical mark area for removal ....................................................................................... 72 Figure 140: Main Screen: Print ........................................................................................................................................... 73 Figure 141: Select a printer device ................................................................................................................................... 73 Figure 142: Select the paper source of the printer......................................................................................................... 73 Figure 143: Advanced paper source options ................................................................................................................... 74 Figure 144: Define the print range .................................................................................................................................... 74 Figure 145: Print additional sheets .................................................................................................................................. 75 Figure 146: Barcode configuration sheet ........................................................................................................................ 75 Figure 147: Print OMR info sheet ....................................................................................................................................... 75 Figure 148: OMR info shee .................................................................................................................................................. 75 Figure 149: OMS-100 banner sheet .................................................................................................................................. 76 Figure 150: Printing progress bar ..................................................................................................................................... 76 Figure 151: Close configuration ........................................................................................................................................ 77 Figure 152: Prompt leaving without saving ..................................................................................................................... 77 Figure 153: Select Main to open optical mark settings ................................................................................................. 77 Figure 154: Open optical mark settings ........................................................................................................................... 77 Figure 155: Create new optical mark profile.................................................................................................................... 78 Figure 156: Rename or delete a profile ............................................................................................................................ 78 Figure 157: Delete a profile ................................................................................................................................................ 79 Figure 158: Profile cannot be deleted when in use ........................................................................................................ 79 Figure 159: Import - Export profiles .................................................................................................................................. 79 Figure 160: Export profiles to package file ...................................................................................................................... 79 Figure 161: Import profiles ................................................................................................................................................. 80 Figure 162: Duplicate profiles when importing............................................................................................................... 80 Figure 163: Import successful ........................................................................................................................................... 80 Figure 164: Select optical mark type ................................................................................................................................ 81 Figure 165: OMR editing locked ......................................................................................................................................... 82 Figure 166: Enter the service password .......................................................................................................................... 82 Figure 167: OMR editing unlocked, expert mode activated .......................................................................................... 83 Figure 168: OMR coding schemes ..................................................................................................................................... 84 Figure 169: Select license type ......................................................................................................................................... 84 Figure 170: OMR features: Advanced license .................................................................................................................. 85 Figure 171: OMR mark settings (1/2)............................................................................................................................... 86 Figure 172: OMR mark settings (2/2)............................................................................................................................... 86 Figure 173: OMR mark settings: preview ......................................................................................................................... 87 Figure 174: OMR mark settings: reset to default values ............................................................................................... 87 Figure 175: OMR mark positioning .................................................................................................................................... 88 Figure 176: Select license type ......................................................................................................................................... 89 Figure 177: BCR features .................................................................................................................................................... 89 Figure 178: BCR mark positioning ..................................................................................................................................... 90 Figure 179: Reset to default values .................................................................................................................................. 90 Figure 180: Select license type ......................................................................................................................................... 91 Figure 181: 2D-Datamatrix features ................................................................................................................................. 91 Figure 182: 2D Datamatrix positioning ............................................................................................................................ 92 Figure 183: Reset to default values .................................................................................................................................. 92 Figure 184: BCR mark .......................................................................................................................................................... 95 Publishing version: V2.2 115 OMS-100 – User Manual Figure 185: Example of a 2D DataMatrix .......................................................................................................................... 95 Figure 186: Example of data stored in an optical mark ................................................................................................. 95 Figure 187: Optical marks: customer ID ........................................................................................................................... 96 Figure 188: OMR mark ......................................................................................................................................................... 96 Figure 189: OMR code example ......................................................................................................................................... 97 Figure 190: Add enclosures from specific feeder ........................................................................................................... 97 Figure 191: Add, edit or delete enclosure criteria........................................................................................................... 97 Figure 192: Identification criteria ................................................................................................................................... 101 Figure 193: Normal vs. reverse print order .................................................................................................................... 103 116 Index VI Index A About OMS-100 • 39 Additional / Detailed Information • 95 Additional Sheets • 104 Advanced Optical Mark Options • 69, 70 All - Input Order • 104 All - Print Order • 104 ANSI • 104 Appearance • 30 ASCII • 104 B Banner Sheet • 104 Barcode • 104 Barcode Sheet • 104 Bitmap • 104 C Cancel the Installation • 27 Cell Size • 104 Configuration Wizard • 42, 104 Criteria Specific Enclosures • 105 Criterion • 105 Criterion Specific Enclosures • 56 Criterion Specific Print Batches • 59 Customer ID • 105 D Data Base Log File and Config File Location • 94 DataMatrix (2D) • 105 Default • 105 Divert Documents • 105 Document • 105 Document and Page Handling • 32, 47, 51 Document Recognition • 49, 105 Document Set • 105 Double Sided Print • 105 Double-Sided Print • 54 Duplex • 105 E Embedded Font • 105 Enclosure Criteria • 105 Enclosures • 105 Error Handling / Exceptional Behaviour • 93 Exit OMS-100 • 77 F Face-up Straight-through Output Bin • 105 Feature • 105 Features of OMS-100 • 12 Feeder Station • 105 Foreword • 5 Publishing version: V2.2 G General Enclosures • 55, 106 Graphical Criteria • 106 Group Sequence • 106 H Handling of the Application • 30 Horizontal Offset • 106 How to Use This Manual • 7 I Identification Criteria • 106 Identify Documents • 106 Image Type • 106 Initial Start • 43 Input • 106 Input File • 106 Input File or Folder • 46 Input Folder • 106 Inserter • 106 Inserter Control • 107 Inserter Functions • 107 Installation Procedure • 16 Installing OMS-100 • 16 Integrity Level • 107 L Large Envelope • 107 Legacy Optical Marks • 107 License Key • 107 Logical Comparator • 107 M Mail Piece • 107 Main Menu • 107 Manage License • 37 Menu • 35 Module • 107 Modules of OMS-100 • 13 Multiple Print Batches and Criteria Rules • 58, 60, 103 N Narrow Barcode Element • 107 Navigation Bar • 107 Normal Order • 107 O OMR • 108 OMR Code Information • 34 OMR Coding Schemes • 84 OMR Function Table • 85, 98 OMS • 108 Operator • 108 Optical Mark Features 2D Datamatrix • 91 BCR Barcode • 89 117 OMS-100 – User Manual Optical Mark Profiles • 78 Optical Mark Settings • 48, 63, 66, 77, 83 Optical Mark Type • 108 Optical Mark Types • 81 Optical Marks • 69, 70, 95, 108 Optical Marks Options • 65 Options • 35 Original Content • 108 Output Device • 108 Overview OMS-100 • 11 P Page • 108 Page Settings • 108 PCL • 108 PDF • 108 Preview Area • 108 Preview Pane • 108 Print • 109 Print Additional Sheets • 75 Print Batch Options • 57 Print Batches • 109 Print Output • 109 Print Range • 74, 109 Printer • 73 Q Quick Start Guide • 109 R Raw Data • 109 Remove Area • 72 Removing OMS-100 • 21 Repairing OMS-100 • 23 Reverse Order • 109 Reverse Print • 59, 103, 107, 109 S Save Button • 109 Scale & Move • 53, 109 Select Profile • 48 Selection Area • 109 Separate Sheet • 109 Settings Area • 40, 109 Setup Wizard • 110 Sheet • 110 Sheet Limit • 110 Sheet Sequence • 110 Simplex • 110 Standard Envelope • 110 Start OMS-100 • 30 Start Printing • 76 Step • 110 Step 1 - Input • 12, 43, 44, 46, 52, 106, 109 Step 2 - Identify Documents • 12, 32, 40, 47, 49, 52, 54, 61, 93, 101, 105, 106 Step 3 - Page Settings • 12, 32, 52, 53, 56, 106, 108, 109, 111 118 Step 4 - Enclosures • 12, 54, 55, 61, 93, 97, 101, 105 Step 5 - Print Batches • 12, 13, 15, 32, 40, 56, 57, 63, 93, 101, 103, 107, 109 Step 6 - Inserter Control • 12, 61, 62, 72, 93, 101, 107 Step 7 - Optical Marks • 12, 13, 34, 54, 55, 62, 63, 64, 93, 105, 106, 107 Step 8 - Print • 12, 31, 42, 51, 52, 54, 56, 61, 63, 72, 73, 104, 109 Step-Tab • 110 Symbols • 6 System Requirements • 15 T Tabs • 34 Templates • 25, 44 Test Document Recognition • 51 Test Print Batches • 61 Text Extraction • 110 Text Extraction Exception • 93, 102 Text Type • 110 Theory of Operation • 29 Title Bar • 110 Toolbar • 110 Tools Menu • 110 Trigger Inserter Functions • 62 Typographical Conventions • 5 U Unicode • 110 Unlock OMR Editing • 81, 82, 90, 92 Upgrade OMS-100 • 25 User Defined Criteria • 50, 56, 60, 63, 101 User-Defined Criteria • 110 V Vertical Offset • 111 Vol. 1 Introduction • 5 Vol. 2 Installation • 7, 15 Vol. 3 Operating • 7, 29 Vol. 4 Reference Manual • 7, 93 W Welcome Screen • 12, 42, 77, 109, 111 X XML • 111 XPS • 111