Scan-IT to Office Add-In/Tools User Manual

Introduction

Scan-IT to Office is a platform independent solution that works with PCs and Macs. To use the Scan-IT to Office Add-In/Tools, you also need to install the Scan-IT to Office App on your mobile device.

Availability

The generic Smart Keyboard Wedge enables data acquisition with arbitrary applications on the following target systems:

• Microsoft Windows 10 (version 1803+)
• macOS (version 10.12+)

The Smart Database Connector enables data acquisition into databases accessible via ODBC (e.g. Microsoft Access, SQL Server, SQL Express, Oracle, etc.) on the following target system:

• Microsoft Windows 10 (version 1803+)

Optimized Scan-IT to Office Add-Ins are available for the following target applications:

• Microsoft Word/Excel 2013 / 2016 / 2019
• Microsoft Word/Excel 365 (desktop and online version)
• Google Sheets Add-In and Drive
• Google Chrome

In addition, TEC-IT offers developers the possibility to build their own target application (or add-in), which receives the data from the Scan-IT to Office App. A developer manual is available on request.

User Interface

The main menu of the Scan-IT to Office Add-In/Tools contains the following items:

• Phones
  Configured Phones lists all paired devices and its connection state. Devices can be removed (unpaired) or paused with the buttons on the right. Click the button Add Phone to pair additional devices - see Add Phone (Pairing). The Smart Database Connector additionally indicates Configured Targets.
• Log
  Logs communication with the server and possible errors.
• Options
  Here you will find Add-In options like Add-In Configuration (Add-In name, ID), Data Selection (device ID/name, timestamps...) and Advanced Settings.
• Info Button
  Provides further information about the Scan-It to Office Add-In/Tools: a short Introduction, a Video Tutorial, a link to the Scan-IT to Office FAQs, Version History, etc.
• Lock Button (Smart Database Connector)
  Locks all Options, hides the Connection Strings and the Configured Targets.

Add Phone (Pairing)

Pairing connects the target application on your desktop computer with the mobile Scan-IT to Office App. This is simple and done in just a few steps:

• Open Phones in the main menu of your Scan-IT to Office Add-In/Tool and click the button Add Phone below the list of configured phones.
• A QR code® for initial pairing is displayed.
• Open the Scan-IT to Office App on your smartphone, select Scan QR-Code and scan the displayed code.
• It is also possible to enter the pairing code manually: just enter the displayed number combination into your mobile app.
• If both instances (Scan-IT to Office App and Add-In) show an active connection (green icon / green state indicator), you are ready to start data acquisition.
• By clicking the button Add Phone you can add as many devices as you want.

Paired devices and their connection states are listed under Configured Phones. Connected devices can be managed directly in the device list by using the icons on the right. For more details, see Scan-IT to Office FAQ.

Connection Troubleshooting

• If the Scan-IT to Office Add-In indicates a connection error with an orange bar next to the device entry, make sure your computer has Internet access.
• If you are still having connection problems, please contact our support team!

Options

• Microsoft Word/Excel
• Google Sheets
• Google Chrome
• Smart Keyboard Wedge
• Smart Database Connector

Add-In Configuration

• Add-In Name
  The name of the Add-In as it will be displayed in the App (editable).
• Add-In ID
  The Add-In ID, which identifies the connection endpoint (read only).

Data Selection

Check the data fields you want to insert and use drag and drop to change the insertion order:

• Data
• Data (Raw JSON)
• Device Id
• Device Name
• Acquisition Timestamp
• Receive Timestamp

Server Configuration

The following two server settings can be changed, if needed:

• URL
  tecit-sto-demo00.azurewebsites.net
• Port
  443

We are working on the possibility for on-premise/private cloud installations of the Scan-IT to Office server. Please contact us for details.

Advanced

• Log received data
  If enabled, received data is stored in the Log.
• Insert at current selection
  If selected, captured data is inserted at the current selection, additionally the selection can be moved automatically to the next row or column after each record.
• Insert after last non-empty row
  If selected, captured data is inserted after the last non-empty row of the desired sheet.
• Resize cells to fit image size
  If enabled, cells are automatically resized to fit captured images.
• Split data at character(s)
  If active, data is split into separate fields at the specified character(s). For non printable characters you can use the following escape sequences:
  
  • \n = Line Feed
  • \r = Carriage Return
  • \t = Tab
  • \v = Vertical Tab
  • \f = Form Feed
  • \0 = Null Byte
  • \\ = Normal Backslash

Security

• End-to-End Encryption
  If enabled, all connections are protected with end-to-end encryption.
  
  Devices can only send the data encrypted if end-to-end encryption is supported and enabled in all their connected targets.

Add-In Configuration

• Add-In Name
  The name of the Add-In as it will be displayed in the App (editable).
• Add-In ID
  The ID, which identifies the connection endpoint (read only).

Data Selection

Check the fields you want to insert and use drag and drop to change the insertion order:

• Data
• Data (Raw JSON)
• Device Id
• Device Name
• Acquisition Timestamp
• Receive Timestamp

Server Configuration

The following two server settings can be changed, if needed:

• URL
  tecit-sto-demo00.azurewebsites.net
• Port
  443

We are working on the possibility for on-premise/private cloud installations of the Scan-IT to Office server. Please contact us for details.

Advanced

• Log received data
  If enabled, received data is stored in the Log.
• Select the next row automatically
  If checked, the selection moves automatically to the next row after inserting data.
• Select next cell automatically (horizontal)
  If enabled, the selection moves automatically to the next cell after inserting data.
• Split data at character(s)
  If active, data is split into separate fields at the specified character(s). For non printable characters you can use the following escape sequences:
  
  • \n = Line Feed
  • \r = Carriage Return
  • \t = Tab
  • \v = Vertical Tab
  • \f = Form Feed
  • \0 = Null Byte
  • \\ = Normal Backslash

Security

• End-to-End Encryption
  If enabled, all connections are protected with end-to-end encryption.
  
  Devices can only send the data encrypted if end-to-end encryption is supported and enabled in all their connected targets.

Add-In Configuration

Here you can adjust the Add-In name and turn on Logging. The Add-In ID is read only.

Insert Behavior

The following insert settings can be enabled/disabled:

• Replace data in input element
• Invoke submit action after insert
• Select next input element after insert
• Select first input element after insert
• Select first input element if none is selected yet
• Insert new line automatically

Form Insert Behavior

The following two form insert settings can be selected :

• Insert all form fields at once separated by ", "
• Select next input element after each form field

Security

• End-to-End Encryption
  If enabled, all connections are protected with end-to-end encryption.
  
  Devices can only send the data encrypted if end-to-end encryption is supported and enabled in all their connected targets.

Tool Configuration

Here you can adjust the Tool name, which is displayed in the App. The Tool ID is read only.

Server Configuration

Server URL and server port number can be changed, if needed.

We are working on the possibility for on-premise/private cloud installations of the Scan-IT to Office server. Please contact us for details.

Advanced

• Log received data
  If enabled, received data is stored in the Log.
• Prepend key(s) before data:
  If enabled, the specified keys are automatically inserted before each record.
  Click on the 🛈 icon next to the setting for more information about key codes.
• Append key(s) after data:
  If enabled, the specified keys are automatically inserted after each record.
  Click on the 🛈 icon next to the setting for more information about key codes.
• Insert key(s) between fields:
  If enabled, the specified keys are automatically inserted between each field.
  Click on the 🛈 icon next to the setting for more information about key codes.
• Split data at character(s)
  If enabled, data is split into separate fields at the specified character(s). Non printable characters can be specified with the following escape sequences.
  Click on the 🛈 icon next to the setting for more information about available escape sequences.

Security

• End-to-End Encryption
  If enabled, all connections are protected with end-to-end encryption.
  
  Devices can only send the data encrypted if end-to-end encryption is supported and enabled in all their connected targets.

Tool Configuration

Here you can adjust the Tool name, which is displayed in the App. The Tool ID is read only.

Server Configuration

The server URL can be changed, if needed.

We are working on the possibility for on-premise/private cloud installations of the Scan-IT to Office server. Please contact us for details.

Advanced

Log received data

• By default, received data is stored in the Log.
• Disable this function, if you do not want to store the received data.

Security

• End-to-End Encryption
  If enabled, connections are protected with end-to-end encryption.
  
  Devices can only send the data encrypted if end-to-end encryption is supported and enabled in all their connected targets.

Known Limitations

Due to technical reasons, not all features are available in all target applications, the following limitations may occur:

Limitations when using Microsoft Excel 2013:

• Collected data cannot be split into multiple columns, instead it is inserted into a single cell, separated by spaces (works with Microsoft Office 2016 or later).
• The selected cell does not change after inserting data. All data is inserted into the same cell (works with Microsoft Office 2016 or later, if all required updates are installed).

Inserting images is only possible with the following applications:

• Microsoft Word/Excel for Windows (2016 or later)
• Microsoft Word/Excel for Mac (Version 15.20 or later)
• Microsoft Word Online
• Google Sheets

The option Resize cells to fit image size is only supported in the following applications:

• Microsoft Excel for Windows (Version 1601 or later)
• Microsoft Excel for Mac (Version 15.22 or later)

Multiple Users / Targets

Multiple Users

Multiple mobile devices can be used to scan data into one single target document (Microsoft Word / Excel, Google Sheets or Google Chrome) simultaneously. To do this, pair each Scan-IT to Office App with a single Scan-IT to Office Add-In/Tool.

Multiple Targets

A single mobile device may send the scanned data to multiple target documents at the same time. To do this, pair the Scan-IT to Office App with multiple Add-Ins or Tools.

Private Cloud / On-Premise Installation

Scan-IT to Office may also be distributed by using a network share (a Microsoft account is not required for installation or operation in this scenario, details on request).

Your Feedback

TEC-IT appreciates your feedback and suggestions. Just let us know what you think and contact us.

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