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Networkbandwidthshouldbemultipliedbyafactorofthreeorfourormore(dependingon
yourworkflow)toaccommodatetheimagedatathatwillbetransferred.ScanAdministrator
movesimagesanddataacrossnetworkconnections.Dependingonthenumberof
workstationsandimagesyouareprocessing,thenetworkbandwidthrequiredcanbe
significant.
ScanAdministratorshouldbesetupasadiscretesub-networkisolatedfromotherLAN
applicationtoaccommodatesystemtraffic.
System Requirements for ProSystem fx Scan Workstation
ScanWorkstationisinstalledonworkstationswhereScanjobsareassigned.Onceinstalled,use
ScanWorkstationtomonitortheworkstation’sdocumentsastheyareprocessed.ScanWorkstation
alsoallowsyoutodothefollowing:
GeneratecoverpagesandtargetsheetspriortotheinitialscanningofScanjobs
UploadfilestobesubmittedtoCCHforreview
ChecktoseeifyouhavethelatestCatalogupdateinstalled
Component
Minimum
Recommended
Processor
1.2GHzIntelorAMDprocessoror
equivalent
1.8GHzIntelorAMDprocessoror
equivalent
RAM
512MB
512MB
DiskSpace
1GBforprogramfiles
1GBfortemporarydatafiles
2GB forprogramfiles
2GB fortemporarydatafiles
Operating
System
Windows7Professional
Windows7Professional
Operating
Software
Microsoft.NET Framework2.0and4.0
IfMicrosoftOfficeisinstalled,themostrecentservicepackmustbeapplied
beforeyouinstallScancomponents.
Recommended Workflow for Installing ProSystem fx Scan
Components
Forbestresults,werecommendusingthefollowingworkflowtoinstalltheProSystem fxScan
components:
1. IdentifytheserverordedicatedworkstationwhereScanAdministratorwillbe
installed.DecidewhethertheImport,Archive,andExportfolderswillbelocatedonthe
samededicatedcomputerasScanAdministrator,oriftheywillbeinstalledonanotherserver
orfileshare.
2. IdentifyhowmanyImportfolderswillbeneeded.WhenyouinstallScanAdministrator,a
defaultImportfolderiscreatedforyou.YourfirmcanhavemultipleImportfoldersas
Chapter1-OverviewandInstallation•5
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needed.SeeOverviewofImport,Archive,andExportFoldersonpage13formore
information.
3. IdentifytheworkstationorserverwheretheImportfolderswillbelocated.Import
foldersshouldbeatasharednetworklocationthatScanAdministratorandallScan
Workstationscanaccess.DecidewhethertheImport,Archive,andExportfolderswillbe
locatedonthesamededicatedcomputerasScanAdministrator,oriftheywillbeinstalledon
anotherserverorfileshare.
4. Setasidetimeforinstallation.Scheduleinstallationforatimewhenyoucanmakethe
transitionwithoutdisruptingtheofficeworkflow.Thisreducestheriskoflostworktimeat
theofficewhenyouinstall.
5. InstallProSystem fxScanAdministrator.Thiscomponentshouldbeinstalledonaserveror
dedicatedworkstation.SeeInstallingScanAdministratoronpage6forinstallation
instructions.
6. ConfigureScanforyourfirm’suse.SeeConfiguringScanonpage12formoreinformation.
7. InstallProSystem fxScanWorkstationandProSystem fxPDFlyertoindividual
workstations.Thesecomponentsshouldbeinstalledonanyworkstationwhereanyofthe
followingtaskswillbeperformed:
Documentscanning
SubmissionofscannedfilesforScanprocessing
Validationofextracteddata
Sendingextracteddatatoataxreturn
Installing Scan Administrator
WerecommendthatyouinstallScanAdministratoronadedicatedserverorworkstation.Scan
AdministratorcannotbeinstalledonCitrixorTerminalServicesenvironmentsduetoallocationof
memoryresources.IfyouinstallScanAdministratoronamulti-processorserverorworkstation,
Scandistributesprocessesequally.
YoumusthaveadministratorrightsonthecomputerwhereyouareinstallingScanAdministrator.
Note:IfyouareupdatingfromapreviousversionofScan,theinstallerautomaticallydetects
theearlierversionofScanandremovesit.
ToinstallScanAdministrator,dothefollowing:
1. LogintotheserverordedicatedworkstationwhereyouplantoinstallScan.
2. DownloadandlaunchtheProSystem fxScan10.0.X.0.exefile.
3. ClickSetup.exe.
4. ClickInstallProSystemfxScan.Theinstallationwizarddisplays.
5. ClickYesifyouwouldliketocontinuewiththeinstallationwithoutdisablingyourantivirus.
ClickNoifyoudonotwanttocontinuewiththeinstallation.
6. ClickNext.
7. ReviewtheLicenseAgreementandacceptthetermsoftheagreement.
8. ClickNext.
Chapter1-OverviewandInstallation•6
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9. Ifneeded,changethedestinationfolderwhereScanwillbeinstalledbyclickingBrowseand
navigatingtoorenteringanewlocation.ThedefaultImport,Archive,andExportfoldersare
addedtotheProSystem fxScansharedfolderaspartoftheinstallationprocess.
10. ClickNext.
11. ClickInstall,andwaitfortheinstallationtocomplete.
12. Selectthepermissionkeyoptionforthisinstallation.Theoptionsareasfollows:
Evaluationversion.ThisoptionallowsyoutouseScanforalimitedevaluation
period.IfyouhavepurchasedalicenseforScan,youshouldnotselectthisoption.
Downloadpermissionkeyfromtheinternet.Selectthisoptionifyouplantoaccess
yourpermissionkeythroughtheProSystemfxSupportWebsite.AfterclickingNext,
youwillbeaskedtologintotheSingleSign-On(SSO)WebpagewithyouruserID
(ProSystemfxaccountnumber)andpassword.
Useexistingpermissionkey.Ifapermissionkeyisdetectedontheserver,this
optionisselectedbydefault,andthereisnoneedtoselectadifferentoption.Ifa
permissionkeyisnotdetected,thisoptionisdisabled.
Usepermissionkeyfromdrivepath.Selectthisoptiontobrowsetoapermission
keythatisstoredinafolderonthenetworkoronadiskdrive.Enterthelocationof
thepermissionkey,orclickthebrowsebutton(
)tolocatethefile.
13. ClickNext.
14. SelectRebootnowtocompletetheinstallationprocess.Youmustrestartyourcomputer
beforeyoucanconfigureScanAdministratorandbeforeyoucaninstallScanWorkstation.
15. ClickFinish.
Onceinstallationcompletes,youcanconfigureScanAdministrator.SeeConfiguringScanonpage
12formoreinformation.
Running Services on a Scaled Server
Ifyourfirmprocessesmanytaxreturns,usingtheScaledServerinstallationcanimprovethe
overallperformanceofScan.Withthisinstallation,ScanAdministratorisrunononededicated
server,whiletwoofScan'smostprocessing-intensiveservices,opticalcharacterrecognition(OCR)
andimageenhancement,canberunononeormoreseparatecomputers.
ScanAdministratormustbeinstalledonadedicatedserverbeforeScanScaledServercanbe
installed.DonotinstallScanScaledServeronthesameserverwhereScanAdministratoris
installed.TheoperatingsystemrequirementsforScanScaledServerarethesameasforScan
Administrator.
InstallingScaledServer
IfyouareinstallingScanScaledServerforthefirsttime,dothefollowing:
1. LogintothecomputerthatyouwillbeusingastheScaledServer.
2. Browseto\\<computername>\ScaledServerandlaunchtheSetup.exefile.
3. ClickInstallProSystem fxScanScaledServer.Theinstallationwizarddisplays.
4. ClickYesifyouwouldliketocontinuetheinstallationwithoutdisablingyourantivirus.Click
Noifyoudonotwanttocontinuewiththeinstallation.
Chapter1-OverviewandInstallation•7
5. ClickNext.
6. ReviewtheLicenseAgreementandacceptthetermsoftheagreement.
7. ClickNext.
8. Ifneeded,changethedestinationfolderwhereScanScaledServerwillbeinstalledby
clickingBrowseandnavigatingtoorenteringanewlocation.
9. ClickNext.
10. Selecttheservicestorunonthisscaledcomputer.
11. ClickNext.
12. Enterthescanserver,logon,andpasswordwhereScanAdministratorisinstalled.
13. ClickNext.
14. ClickInstall,andwaitfortheinstallationtocomplete.
15. SelectRebootnowtocompletetheinstallationprocess.Youmustrestartyourcomputer
beforeyoucanusetheScaledServer.
16. ClickFinish.
17. Verifythattheinstalledserviceorserviceswillstart.
Note:DependingontheprocessingcapacityoftheScaledServer,youmaywanttoconfigure
onlyoneoftheservicesonasinglecomputer.Ifneeded,youcanaddanadditionalScaled
Servertorunoneoftheservicesaswell.
ConfiguringScaledServer
UsetheprocedurebelowtoconfigureaScaledServertoruntheImageEnhancementandOCR
servicesincludedwithScan.DependingontheprocessingpoweroftheScaledServerandthe
volumeofscanningyourfirmdoes,youmayonlywanttorunoneserviceonthisScaledServer,
andtoruntheotherserviceonanothercomputer.
1. SelectAdministrativeToolsfromtheControlPanel.
2. SelectServicesinthelist.
3. LocatetheserviceassociatedwiththeScancomponentsyouinstalledontheScaledServer.
4. Right-clickontheserviceyouwanttorunfromthisserver,andselectProperties.Choose
eitherImageEnhancementorOCR.
5. SelecttheLogOntab.
6. SelectThisaccount,andenterthedomainnameandusernameofanadministrativeuser
withrightstoboththeScanAdministratorcomputerandthecomputerwhereScaledServeris
installed.Theinformationshouldbeinthisformat: Domain\Username.
7. Enterandconfirmthepasswordoftheadministrativeuser.
8. Ifyouinstalledadditionalservicesonthiscomputer,repeatsteps1through7toconfigure
theotherservices.
9. ClickOK.
Note: WhenusingScaledServertorunImageEnhancementorOCRservices,youmaywantto
stopthosesameservicesfromrunningontheScanAdministratorserversothatmoreresources
areavailableforrunningtheremainingScanservices.
Chapter1-OverviewandInstallation•8
Installing Scan Workstation
IfyouareupdatingfromapreviousversionofScanWorkstation,theinstallerwilldetectand
removetheolderversionautomatically.
Note:Microsoft.NETFramework2.0and4.0mustbeinstalledoneachworkstationrunning
ScanWorkstation.Ifyouhavenotalreadyinstalled.NETFramework2.0and4.0,theywillbe
installedforyouduringtheinstallation.
ToinstallScanWorkstation,dothefollowing:
1. Browseto\\<computername>\WorkstationandlaunchProSystem fxScanWorkstation.exe
file.Theinstallationwizarddisplays.
2. ClickNext.
3. ReviewtheLicenseAgreementandacceptthetermsoftheagreement.
4. ClickNext.
5. Ifneeded,changethedestinationfolderwhereScanWorkstationwillbeinstalledbyclicking
Browseandnavigatingtoorenteringanewlocation.
6. ClickNext.
7. ClickInstall.Waitfortheinstallationtocomplete.
8. ClickFinish.
AfterconfiguringScanAdministratorandinstallingScanWorkstationonatleastoneworkstation,
youcanusethe1040or1041sampleTIFtestfileintheProSystemfxScan\Samplefoldertoverify
thatScanisworkingproperly.The1040fileisnamedJohnSmith–1040SampleFile.TIF.The1041
fileisnamedRoseSmith-1041SampleFile.TIF.
AfterScanAdministratorisinstalledandconfigured,copyandpastethetestfileintoanImport
folder.Scanautomaticallydetectsandprocessestheimportfile,thengeneratesabookmarked
PDFfileintheExportfolder.
Note: Ifyouprocessasamplefilemultipletimes,thefirstinstanceoftheexportedPDFfileis
named2013John& ElizabethSmith.pdf,andeachadditionalinstanceincrementsbyone(for
example,2013John& ElizabethSmith-1.pdf).Topreventthis,deletethesamplefilefromthe
Exportfoldereachtimeyouprocessit.
Getting Help with ProSystem fx Scan
Inadditiontothisguide,youcangetadditionalinformationaboutProSystem fxScanfromthe
followingresources:
OnlineHelpfiles.TheProSystem fxScanhelpfilecanbeaccessedfromwithintheprogram
byselectingHelp>ProSystem fxScanHelpTopicsfromanyScanwindow,orbypressing
F1onyourkeyboard.
KnowledgeBase.YoucansearchforanswerstospecificquestionsinourCCHSupport
KnowledgeBaseathttp://support.cch.com/answers.
Chapter1-OverviewandInstallation•9
Onlinechat.OurScanSupportrepresentativesareavailabletotakeyourquestionsvialive
onlinechat.Touseonlinechat,gotohttp://support.cch.com/chat/taxtechsupport.After
enteringyourname,emailaddress,andaccountnumberintotheonlineform,youwillbe
connectedtoasupportrepresentative.
Telephone.Youcancalloursupportrepresentativesat1-800-PFX-9998,option6.
Note:NormalbusinesshoursforourSupportrepresentativesare8a.m.to7p.m.CTMonday
throughFriday.Extendedbusinesshours,includingsomeweekends,areavailableatselect
timesoftheyear.
Chapter1-OverviewandInstallation•10
Chapter 2
Chapter2-AdministeringScan
Using Scan Administrator
Althoughitispackagedasasingleentity,ProSystemfxScanisactuallyacollectionofseveral
services.TheseservicesaremanagedbythesystemadministratorinScanAdministrator.
ScanAdministratorincludesfivetabs,eachofwhichallowstheadministratortoperformdifferent
tasks.Themainadministrativedutiesincludethefollowing:
Configuringfoldersettingsforyourfirm.UsetheFolderSettingstabtodothefollowing:
Manageyour1040and1041folders.
SelectyourDataExtractionSetting.
SetupyourImport,Archive,andExportfolders.
EnableimageenhancementssuchasBorderRemovalandAutoRotate.
AllowFilestobeemailedtoCCH.
Selectthetypeofblankpagestoberemoved.
SelecttheOCRtouse.
SelecttheCatalogtouse.
ConfiguringGeneralSettingsforyourfirm.UsetheGeneralSettingstabtodothe
following:
Sethowoftenfilesarecheckedtoprocess.
Sethowoftenjobsareupdated.
Sethowmanyfilestocaptureatonce.
Selecthowyouwantgain&losstransactionstoimporttoTax.Theselectionsare:
AllStatementsonOneTabandOneStatementperTab.AllStatementsonOneTabis
selectedasadefault.
Allowtoshowwhichfilesarereadytoimport.
AllowFilestobeuploadedtoCCH.
AllowtooverwritedefaultIssuerInformationinTax.
AllowtooverwritedefaultRecipientInformationinTax.
AllowtoimportWashSaleswhentheyarereportedas"0.00"onBrokerage
Statements.
Chapter2-AdministeringScan•11
A
DMINISTERING 
S
CAN
MonitoringScanjobsthatareinprocess.UsetheQueuetabtomonitorandadminister
Scanjobs.WhenyouopentheScanAdministratorwindow,theQueuetabdisplaysbydefault.
Thisgivesyouquickaccesstoinformationaboutjobsinthequeue.
VerifyingthestatusofcompletedScanjobs.UsetheHistorytabtoverifyScanjobs.You
canalsoaccessthefilesfromacompletedScanjobandexportjobhistoryfromthistab.
ManagingtheservicesthatarepartofScan.UsetheServicestabtostoporstartanyof
theScanservicesusedtoprocessScanjobs.
ToopenScanAdministrator,dothefollowing:
1. SelectScanAdministratorfromtheStartmenu.
2. EntertheusernameandpasswordforthecomputerwhereScanAdministratorisinstalled.
3. ClickLogon.
Suggested Workflow for Administering Scan
YoucanusethefollowingworkflowtoguideyouinadministeringScan:
1. InstallScanAdministrator.SeetheInstallationGuideforinstructions.
2. SetupImportfoldersforthefirm.
3. Configuregeneralfirm-levelsettingsforProSystemfxScan.
4. InstallScanWorkstationandProSystem fxPDFlyeronindividualworkstations.Seethe
InstallationGuideforinstructions.
5. Whenyourfirmbeginsprocessingdocuments,youcanperformthefollowingtasksasneeded:
Monitorthestatusofjobsthatareinprocess.
Verifythestatusofcompletedjobs.
Exportjobhistoryinformation.
ControlScanprocessingservices,asneeded,fortroubleshootingorproject
managementpurposes.
Configuring Scan
AfterinstallingProSystemfxScan,useScanAdministratortoconfigureScanforyourfirm.The
twomajorconfigurationtasksforScanare:
SettingupImportfolders.ImportfoldersarethelocationswhereScanlooksforscanned
documentstoprocess.ScanmonitorstheImportfoldersonacontinuousbasis,processing
jobsaccordingtoprioritylevelsthatyouassign.Importfoldersarecreatedandconfigured
ontheFolderSettingstabinScanAdministrator.YoumustsetupatleastoneImportfolder.
Dependingonyourfirm'sneeds,youmayneedtocreatemultipleImportfolderstohelp
organizeScanjobs.
EstablishinggeneralsettingsforScan.Scan'sgeneralsettingsallowyoutocontrolhow
oftenScanchecksforjobs,aswellashowquicklyitbeginsprocessing.Ifyourfirmprocesses
ahighvolumeofscans,youalsomaywanttousetheLimitCapturefunctionontheGeneral
Settingstabtocontrolhowmanyfilesareprocessedatonce.
Chapter2-AdministeringScan•12
Overview of Import, Archive, and Export Folders
TheFolderSettingstabintheScanAdministratorwindowiswhereyoumanageScanfolders.Scan
storessourcedocumentsandPDFfilesinthreetypesoffolders:
ImportfoldersarethelocationswhereScanretrievesscanneddocumentsforprocessing.
YoucanuseasingledefaultImportfolder,oryoucancreateadditionalImportfolders.The
followingareexamplesofhowyoucancategorizeyourfirm'sImportfolders:
Byscanner
Bypriority
Bytask
Bystaffmember
Bytypeofclient
IfyouhavemorethanoneImportfolder,thenScanjobsareprocessedaccordingtothe
prioritylevelsassignedtothefolders,andthenintheorderthatthefoldersdisplayonthe
FolderSettingstab.ThesystemadministratorcanmoveImportfoldersupanddowninthe
FolderSettingslistasneeded.
Uponinstallation,ScancreatesaDefault1040folderandaDefault1041folder.
Note:TwodifferentImportfoldersarecreated,buttheArchiveandExportfoldersare
shared.
ArchivefoldersholdthescannedsourcedocumentsaftertheyareprocessedbyScan.An
ArchivefoldermustbeassignedtoeachImportfolder.AsingleArchivefoldercanbe
assignedtoallyourImportfolders.Ifyourfirmprocessesalotofscans,youmaywantto
createmultipleArchivefolders.
ExportfolderscontainthebookmarkedPDFfilesthatarepublishedbyScan.LikeArchive
folders,youmustassignanExportfolderforeachImportfolder.AsingleExportfoldercan
beassignedtoallyourImportfolders.IfyouwanttokeepthePDFfilesorganized,youmay
wanttocreatemultipleExportfolders.
SettingUpanImportFolder
ScanpicksupfilesforprocessingfromtheImportfolders.YoumustsetupatleastoneImport
folderwhenyouconfigureScaninitially.Ifneeded,youcanaddmoreImportfoldersatalater
timeinScanAdministrator.
WhenyousetuptheImportfolderyoualsomustidentifythefollowing:
TheDataExtractionSetting,RecognitionSettings,OCR,andCatalogforsourcedocuments
fromthisImportfolder
TheArchivefolderwheretheoriginalscannedsourcedocumentsfromthisImportfolderwill
bestoredafterprocessing.
TheExportfolderwherethePDFfilesgeneratedfromdocumentsinthisImportfolderwillbe
storedafterprocessing.
ScanprocessesjobsinorderofthepriorityassignedtotheImportfolders,andthenintheorder
thatthefoldersdisplayinontheFolderSettingstab.Youcanmovefoldersupordowninthelist
Chapter2-AdministeringScan•13
TomoveanImportfolder,selectanImportfolder,andthenclickUporDowntopositionitinthe
list.
ToaddandconfigureanImportfolder,dothefollowing:
1. OpenScanAdministratorontheserverorworkstationwhereScanwasinstalled.
2. SelecttheFolderSettingstab.
3. ClickAddNew.
4. Enterauniquenameforthefolderthatclearlyidentifiesitspriorityorpurpose.
5. Selectaprioritylevelthatwillapplytofilesinthisfolder.
6. SelectafoldertouseastheImportfolder.TosetupanImportfolder,dothefollowing:
a. Clickthebrowsebutton(
)besidetheImportFolderfield.
b. NavigatetoandselectthefolderwhereScanshouldpickupfilesforprocessing.Keep
inmindthefollowing:
EachImportfoldermusthaveauniquepath.
Importfoldersmustbeavalidsharedfolder(UNC),withaccessgrantedtoboth
theadministratorandtheworkstationuserswhowillneedtousefilesinthat
Importfolder.
c. ClickOKtoreturntotheFolderSettingstab.
Note: IfyouchoseanImportfolderthatisnotasharedUNC folder,analert
icon(
)displays,indicatingthatyoumustgobackandchooseavalidfolder.
7. SelectafoldertouseastheArchivefolderforfilesaftertheyareprocessed.Tosetupan
Archivefolder,dothefollowing:
a. Clickthebrowsebutton(
)besidetheArchiveFolderfield.
b. NavigatetoandselectthefolderthatScanshoulduseforarchivingsourcedocuments
fromthisImportfolderaftertheyareprocessed.Keepinmindthefollowing
restrictions:
TheArchivefoldercannotbeusedasanyothertypeoffolder(Importor
Export).
Ifneeded,youcanusethesameArchivefolderforallsourcedocuments,
regardlessofwhichImportfolderthedocumentscamefrom.
c. ClickOK toreturntotheFolderSettingstab.
8. SelectArchivetoSubfolderstocreateasubdirectoryforarchivestorage.Ifthisoptionis
selected,thesourcefileismovedtoasubdirectoryintheArchivefolderafterprocessing.
9. SelectafoldertouseastheExportfolder.ThisfolderwillholdthebookmarkedPDFfiles
thatScangenerates.TosetupanExportfolder,completethefollowing:
a. Clickthebrowsebutton(
)besidetheExportFolderfield.
b. NavigatetoandselectthefolderwhereScanshouldstorethefinal,bookmarked
PDF files.KeepinmindthefollowingrestrictionsforExportfolders:
TheExportfoldercannotbeusedasanyothertypeoffolder(Importor
Archive).
Ifneeded,youcanusethesameExportfolderforallsourcedocuments,
regardlessoftheImportfoldertheycamefrom.
c. ClickOKtoreturntotheFolderSettingstab.
Chapter2-AdministeringScan•14
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