Download ProSystem fx® Scan User Guide - Support

Transcript
Contents
Chapter 1 - Overview and Installation
1
What Scan Does
1
Scan Processing Overview
1
ProSystem fx Scan Components
3
System Requirements for Scan Administrator
3
Suggestions for Achieving Optimal Performance with Scan Administrator 4
Recommendations for High-Volume Firms
4
System Requirements for ProSystem fx Scan Workstation
5
Recommended Workflow for Installing ProSystem fx Scan Components
5
Installing Scan Administrator
6
Running Services on a Scaled Server
7
Installing Scaled Server
7
Configuring Scaled Server
8
Installing Scan Workstation
9
Getting Help with ProSystem fx Scan
9
Chapter 2 - Administering Scan
11
Using Scan Administrator
11
Suggested Workflow for Administering Scan
12
Configuring Scan
12
Overview of Import, Archive, and Export Folders
13
Setting Up an Import Folder
13
Modifying Settings for an Existing Import Folder
16
Changing the Processing Order for Import Folders
16
Removing an Import Folder
17
Setting Scan Defaults
17
Monitoring Scan Processing with the Queue
18
Changing the Priority of a Job
19
Starting and Stopping a Job
19
Removing a Scan Job from the Queue
19
Refreshing the Queue
20
Viewing Job History Information
20
Verifying Successful Completion of a Scan Job
21
Accessing a Completed Scan Job
21
Exporting Job History to an Excel Spreadsheet
22
Managing Scan Services
22
Configuring Scan Services
23
Starting or Stopping Scan Services
24
Contents • iii