SimpleSoftware Manual Simple 7.5 User

2013-01-24

• 1 Introduction
  • 1.1 Welcome to SimpleIndex!
  • 1.2 Conventions Used in This Manual
  • 1.3 Who Should Read This Manual?
  • 1.4 New Features in Version 7
  • 1.5 Unique Features
    • 1.5.1 1-Click Processing
    • 1.5.2 Template & Dictionary Matching OCR
    • 1.5.3 MS Office and PDF Processing
    • 1.5.4 Command Line Interface
    • 1.5.5 Document Presence Auditing
    • 1.5.6 Distributed Document Capture
    • 1.5.7 Open Database Integration
    • 1.5.8 OMR and OCR Document Separation
• 2 Designing Your Imaging Solution
  • 2.1 SimpleSearch
  • 2.2 Windows Folders & Filenames and SimpleView
  • 2.3 Using a Document Management System
  • 2.4 Using a Database or Spreadsheet
  • 2.5 Custom Application Integration
  • 2.6 Distributed Document Capture
    • 2.6.1 Advantages of Distributed Capture
    • 2.6.2 Implementation of Distributed Capture
    • 2.6.3 Centralized Administration of Job Configurations
• 3 Automating Document Capture
  • 3.1 Using Barcode Recognition
  • 3.2 Using OCR
  • 3.3 Using Index Autofill
  • 3.4 Using Pre-Indexed Batches
• 4 Installing SimpleIndex
  • Imaging Suite Applications
    • 4.2.1 PDF Viewers
    • 4.2.2 PDF Editors
    • 4.2.3 Office Applications
  • 4.3 Upgrading from Previous Versions
  • 4.4 Uninstall Notes
  • 4.5 Running the SimpleIndex Installer Wizard
    • 4.5.1 Setup Prerequisites
    • 4.5.2 Setup Wizard Start
    • 4.5.3 Destination Folder
    • 4.5.4 Setup Type
    • 4.5.5 Setup Complete
    • 4.6.1 Setup Type Selection
    • 4.6.2 License Activation
    • 4.6.3 Default Job Folder
      • 4.6.3.1 Default Job Configuration Folder
      • 4.6.3.2 Copy sample jobs to Config folder
      • 4.6.3.3 Show Open Config when SimpleIndex starts
    • 4.6.4 FineReader OCR Engine
      • 4.6.4.1 FineReader OCR Engine
      • 4.6.4.2 Language Pack
      • 4.6.4.3 Silent Install
    • 4.6.5 File Association
      • 4.6.5.1 Open TIFF files with SimpleView
      • 4.6.5.2 Open PDF files with SimpleView
      • 4.6.5.3 Add 'Browse with SimpleView' to Explorer right-click menu
      • 4.6.5.4 Add SimpleIndex jobs to Explorer right-click menu
    • 4.6.6 Default Data Folders
    • 4.6.7 Security Settings
      • 4.6.7.1 Admin Password
      • 4.6.7.2 Disable Print, E-Mail, and Export features
      • 4.6.7.3 Annotation Privacy Settings
    • 4.6.8 Automatic Processing
    • 4.6.9 Download Automatic Configuration
  • 4.7 Demo/Registration Screen
    • 4.7.1 Starting in Demo Mode
    • 4.7.2 License Activation
• 5 Job Options
  • 5.1 Overview – How to Setup SimpleIndex Jobs
    • Processing Stages
    • 5.1.2 File Naming Schemes
    • 5.1.3 Linking Jobs
  • 5.2 Job Settings Wizard
  • 5.3 Batch Options
    • 5.3.1 Folder Settings
      • 5.3.1.1 Input Folder
      • 5.3.1.4 Backup Folder
    • 5.3.2 Pre-Process and Post-Process
    • 5.3.3 Image Processing
      • 5.3.3.1 Deskew
      • 5.3.3.2 Despeckle
      • 5.3.3.3 Erase Black Borders
      • 5.3.3.4 Auto-Rotate
      • 5.3.3.5 Invert Colors
      • 5.3.3.6 Rotate Odd (Front) Pages
      • 5.3.3.7 Rotate Even (Back) Pages
      • 5.3.3.8 Minimum File Size
    • 5.3.4 Input Options
      • 5.3.4.1 Source
      • 5.3.4.2 Max files/batch
      • 5.3.4.3 Keep input files
      • 5.3.4.4 Backup input files
      • 5.3.4.5 Process subfolders
      • 5.3.4.6 Split multi-page input files
      • 5.3.4.7 Convert files to PDF
      • 5.3.4.8 PDF Conversion
        • 5.3.4.8.1 No Conversion
        • 5.3.4.8.2 Save Embedded Images
        • 5.3.4.8.3 Convert to B&W TIFF
        • 5.3.4.8.4 Convert to Color TIFF
      • 5.3.4.9 PDF Resolution (X,Y)
      • 5.3.4.10 Last batch time
      • 5.3.4.11 Input file types or mask
    • 5.3.5 Output Options
      • 5.3.5.1 Existing Files
        • 5.3.5.1.1 Numbered 1-Page Files
        • 5.3.5.1.2 Append to End
        • 5.3.5.1.3 Append to Start
        • 5.3.5.1.4 Replace Existing Files
      • 5.3.5.2 Image File Type
      • 5.3.5.3 Max pages per file
      • 5.3.5.4 File/page number length
      • 5.3.5.5 Number first file
  • 5.4 Index Options
    • 5.4.2 Number of Fields
      • 5.4.2.1 Max Fields
      • 5.4.2.2 Display Fields
      • 5.4.2.3 Default Field
    • 5.4.3 Index Field Parameters
      • 5.4.3.1 Type
        • 5.4.3.1.1 Autofill
        • 5.4.3.1.2 Autonumber
        • 5.4.3.1.3 Barcode
        • 5.4.3.1.4 Date
        • 5.4.3.1.5 Filename
        • Fixed
        • 5.4.3.1.7 List
        • 5.4.3.1.8 Numbers
        • 5.4.3.1.9 OCR
        • 5.4.3.1.10 OMR
        • 5.4.3.1.11 Template
        • 5.4.3.1.12 Text
        • 5.4.3.1.13 Unused
      • 5.4.3.2 Name
      • 5.4.3.3 Template
        • 5.4.3.3.1 Barcode, OCR and Template fields
        • 5.4.3.3.2 Text, Numbers and Date fields
        • 5.4.3.3.3 List fields
        • 5.4.3.3.4 Autofill fields
        • 5.4.3.3.5 Autonumber fields
        • 5.4.3.3.6 Fixed fields
      • 5.4.3.4 Required
      • 5.4.3.5 Folder
      • 5.4.3.6 Filename
      • 5.4.3.7 Forward
    • 5.4.4 Autofill Settings
    • 5.4.5 Other Indexing Options
      • 5.4.5.1 Display images while processing
      • 5.4.5.2 Use Regular Expressions in templates
      • 5.4.5.3 Set file properties on export
      • 5.4.5.4 Add bookmarks to PDF files
      • 5.4.5.5 Show Index Grid After Processing
      • 5.4.5.6 Field Separator
    • 5.4.6 Autonumber Settings
      • 5.4.6.1 Increment Event
        • 5.4.6.1.1 Every Page
        • 5.4.6.1.2 Blank Pages
        • 5.4.6.1.3 Barcodes
        • 5.4.6.1.4 End of Batch
        • 5.4.6.1.5 Every Max Pages
        • 5.4.6.1.6 First OMR Field
        • 5.4.6.1.7 First OCR Field
      • 5.4.6.2 Skip deleted pages
      • 5.4.6.3 Save seed value after batch
      • 5.4.6.4 Reset seed value after batch
  • 5.5 Barcode Options
    • 5.5.1 Barcode Engine
    • 5.5.3 Delete barcode page
    • 5.5.4 Require exact match on template
    • 5.5.5 Require checksum
    • 5.5.6 Enhanced analysis
    • 5.5.8 Minimum Confidence
    • 5.5.9 Low Confidence Barcodes
    • 5.5.10 Setting Barcode Coordinates
  • 5.6 Zones & OCR Options
    • 5.6.1 Select Field to Edit
    • 5.6.2 Field Coordinates
      • 5.6.2.1 Use full-page text for this field
      • 5.6.2.2 X and Y Coordinates, Width, and Height
      • 5.6.2.3 Page
      • 5.6.2.4 Set Field Coordinates
    • 5.6.3 Lists and Dictionary Files
      • 5.6.3.1 List File/Field
      • 5.6.3.2 Only allow values in list
      • 5.6.3.3 Max Errors
    • 5.6.4 Advanced OCR Options
      • 5.6.4.1 Pages to Process
      • 5.6.4.2 Case Fixing
      • 5.6.4.3 Strip spaces from result
      • 5.6.4.4 Strip fixed characters in front of OCR template
      • 5.6.4.5 Strip fixed characters at end of OCR template
      • 5.6.4.6 Strip Characters from Result
      • 5.6.4.7 Replace Character
      • 5.6.4.8 Character Substitution
    • 5.6.5 Global OCR Options
      • 5.6.5.1 Fast OCR
      • 5.6.5.2 Enable full-page OCR
      • 5.6.5.3 Output full-page OCR files
      • 5.6.5.4 Full-page OCR file type
      • 5.6.5.5 OCR Language
      • 5.6.5.6 Disable zoom locking
      • 5.6.5.7 Append during OCR to Field
      • 5.6.5.8 Page Break Text
      • 5.6.5.9 Spaces to Strip
    • Enable imprinting
    • 5.7.2 Imprint Text
    • 5.7.3 Imprint Field Value
    • 5.7.4 Imprint Separator
    • 5.7.5 X, Y Coordinates
    • 5.7.6 Font Size
    • 5.7.7 Imprint image filename
    • 5.7.8 Imprint current date
    • 5.7.9 Imprint page numbers
    • 5.7.10 Page # Length
    • 5.7.11 Measure X, Y from bottom-right
    • 5.7.12 Imprint first page only
    • 5.7.13 Use annotations when imprinting
  • 5.8 Logging Options
    • 5.8.1 Log File Naming Scheme
      • 5.8.1.1 Enable Index Log
      • 5.8.1.2 Enable Batch Log
      • 5.8.1.3 File Extensions
      • 5.8.1.4 Date Intervals
      • 5.8.1.5 ID Field
      • 5.8.1.6 Source
      • 5.8.1.7 Log File Examples
    • 5.8.2 Database Batch Logging
      • 5.8.2.1 Batch ID Field
      • 5.8.2.2 Batch Log Table
    • 5.8.3 Index Log Format
      • 5.8.3.1 Column Separator
      • 5.8.3.2 Output field names on first line
      • 5.8.3.3 Put “quotes” around field values
      • 5.8.3.4 Output full path to exported files
    • 5.8.4 Advanced Log Formatting
      • 5.8.4.1 Strip leading slash \ from path
      • 5.8.4.2 Use forward slashes / in file paths
      • 5.8.4.3 Include File Path field
      • 5.8.4.4 Include Page Count & Batch ID fields
      • 5.8.4.5 Output File Path, Page Count & Batch ID first
    • 5.8.5 Show Log After Batch
    • 5.8.6 Edit Users
  • 5.9 Database Options
    • 5.9.1 Design Overview for Database Connectivity
    • 5.9.2 Select a Data Source
      • 5.9.2.1 Create Generic Access Database
      • 5.9.2.2 Configure ODBC
      • 5.9.2.3 MS Access
      • 5.9.2.4 SQL Server
      • 5.9.2.5 Oracle
      • 5.9.2.6 MySQL
      • 5.9.2.7 Select ODBC File DSN
    • 5.9.3 Database Mode
      • 5.9.3.1 Disabled
      • 5.9.3.2 Insert New Records
      • 5.9.3.3 Update Existing Records
      • 5.9.3.4 Retrieve and View Records
      • 5.9.3.5 Match and Attach Records
    • 5.9.4 Table Name
    • 5.9.5 Output File Field
    • 5.9.6 File Type Field
    • 5.9.7 Rename files in Update mode
    • 5.9.8 Skip Insert if output file exists
    • 5.9.9 Store files as binary objects
    • 5.9.10 Database Field Name
    • 5.9.12 Filter
    • 5.9.13 Revision Field/Level
    • 5.9.14 Full Text OCR Field
    • 5.9.15 Page Count Field
  • 5.10 Advanced Indexing Options
    • 5.10.1 Batch & Indexing
      • 5.10.1.1 Run job until input folder is empty
      • 5.10.1.2 Remove empty subfolders after processing
      • 5.10.1.3 Sort subfolders by date modified
      • 5.10.1.4 Sort files by date modified
      • 5.10.1.5 Save job file after each batch
      • 5.10.1.6 Stop pre-index batch if required field is missing
      • 5.10.1.7 Stop forwarding values at end of each input file
      • 5.10.1.8 Go to first file on Save All
      • 5.10.1.9 Required documents Auditing Field
      • 5.10.1.10 Format all valid dates using this pattern
      • 5.10.1.11 Forward this field value to next batch
    • 5.10.2 File Naming
      • 5.10.2.1 Substitute this value when a field is empty
      • 5.10.2.2 Saved Region Filename
      • 5.10.2.3 Prompt before appending to existing files
      • 5.10.2.4 Export Zone OCR data to text files
      • 5.10.2.5 Replace invalid filename characters
    • 5.10.3 PDF Encryption/Decryption
      • 5.10.3.1 Password
      • 5.10.3.2 Use password from user logon
      • 5.10.3.3 Encrypt PDF on Export
    • 5.10.4 Custom Export
      • 5.10.4.1 Simple XML/HTML Reports
      • 5.10.4.2 Export to Document Management Systems
    • 5.10.5 Screen Shot OCR
      • 5.10.5.1 Screen Shot OCR Window
      • 5.10.5.2 Use clipboard/screen shot OCR only
    • 5.10.6 SharePoint 2010 Integration
      • 5.10.6.1 SharePoint Document Library URL
      • 5.10.6.2 SharePoint Login
      • 5.10.6.3 Remove local files after upload
    • 5.10.7 Database Compatibility
      • 5.10.7.1 Allow spaces in field names
      • 5.10.7.2 Disable max rows in database queries
      • 5.10.7.3 Use streams for binary database objects
      • 5.10.7.4 Insert new record if no match
      • 5.10.7.5 Date delimiter
• 6 How to Section
  • 6.1 Creating a document management system with SimpleIndex and SimpleSearch
  • 6.2 How to create searchable CDs and DVDs
  • 6.3 How to use barcodes or blank pages to separate documents automatically
• 7 Running Jobs
  • 7.1 Start Screen
  • 7.2 Batch Processing Stages & Options
    • 7.2.1 Start batch
    • 7.2.2 Input files
    • 7.2.3 Automatic processing
    • 7.2.4 Manual indexing & image verification
      • 7.2.4.1 Menu and Toolbar Options
      • 7.2.4.2 Rotate Left, Right and Auto
      • Document Navigation
      • 7.2.4.4 Page Navigation
      • 7.2.4.5 Save Index
      • 7.2.4.6 Save All
      • 7.2.4.7 Image File Name / Browse / Open
    • 7.2.5 Grid View
    • 7.2.6 Mouse Action Options
      • 7.2.6.1 Zoom In
      • 7.2.6.2 Hand Pan
      • 7.2.6.3 OCR to Field
      • 7.2.6.4 Set Field Coordinates
      • 7.2.6.5 Annotate
      • 7.2.6.6 Crop
    • 7.2.7 Document presence auditing
    • 7.2.8 Export batch
      • 7.2.8.1 Create export files
      • 7.2.8.2 Imprint files
      • 7.2.8.3 Move files
  • 7.3 Toolbar Options
    • 7.3.1 New /
    • 7.3.2 Save As… /
    • 7.3.3 Open /
    • 7.3.4 Options /
    • 7.3.5 Run Job /
    • 7.3.6 Help /
    • 7.3.7 Rescan /
    • 7.3.8 Duplicate /
    • 7.3.9 Deskew /
    • 7.3.10 Despeckle /
    • 7.3.11 Delete /
    • 7.3.12 Undo /
    • 7.3.13 Print /
    • 7.3.14 E-Mail /
    • 7.3.15 Fit Page /
    • 7.3.16 Fit Width /
    • 7.3.17 Zoom In /
    • 7.3.18 Zoom Out /
    • 7.3.19 Thumbnails /
    • 7.3.20 Image Grid /
    • 7.3.21 OCR Text /
    • 7.3.22 SimpleCoversheet /
    • 7.3.23 SimpleView /
    • 7.3.24 SimpleSend /
  • 7.4 Menu Options
    • 7.4.1 File Menu
      • 7.4.1.1 New Job Configuration
      • 7.4.1.2 Open
      • 7.4.1.3 Open URL
      • 7.4.1.4 Open Recent
      • 7.4.1.5 Save
      • 7.4.1.6 Save As…
      • 7.4.1.7 Close
      • 7.4.1.8 File Viewer
      • 7.4.1.9 Run Job
      • 7.4.1.10 End Job
      • 7.4.1.11 Resume Job
      • 7.4.1.12 Schedule Job
      • 7.4.1.13 Job Options
      • 7.4.1.14 Job Settings Wizard
      • 7.4.1.15 Global Settings Wizard
      • 7.4.1.17 SimpleView
      • 7.4.1.18 SimpleSend
      • 7.4.1.19 Exit
    • 7.4.2 Scan Menu
      • 7.4.2.1 Use TWAIN Driver
      • 7.4.2.2 Use ISIS Driver
      • 7.4.2.3 Select Scanner
      • 7.4.2.4 Display Scanner Settings
      • 7.4.2.5 Compression
        • 7.4.2.5.1 Recompress Images
        • 7.4.2.5.2 Black & White Pages
        • 7.4.2.5.3 Color & Grayscale Pages
        • 7.4.2.5.4 JPEG Quality
      • 7.4.2.6 Set # of Page Windows
      • 7.4.2.7 Display Settings Before Scan
      • 7.4.2.9 Manually Duplex
      • 7.4.2.10 Split Pages Vertically
      • 7.4.2.11 Split Pages Horizontally
      • 7.4.2.12 Magazine Scan
      • 7.4.2.14 Scan to Input Folder
      • 7.4.2.15 Add Pages to Batch
      • 7.4.2.16 Rescan Page
      • 7.4.2.17 Scan This File
    • 7.4.3 Process Menu
      • 7.4.3.1 Process Selected Files
      • 7.4.3.2 Reprocess Batch
      • 7.4.3.3 OCR to Word/HTML/PDF
      • 7.4.3.4 OCR the Clipboard
      • 7.4.3.5 Test Barcodes
      • 7.4.3.6 Rotate Left
      • 7.4.3.7 Rotate Right
      • 7.4.3.8 Auto-Rotate
      • 7.4.3.9 Deskew Page
      • 7.4.3.10 Despeckle Page
      • 7.4.3.11 Enable Processing Log
      • 7.4.3.12 View Processing Log
    • 7.4.4 Index Menu
      • 7.4.4.1 Save Index Values
      • 7.4.4.2 Save All with Current Values
      • 7.4.4.3 Find in List
      • 7.4.4.4 Refresh Lists
      • Edit Text
      • 7.4.4.6 Mark/Unmark for Deletion
      • 7.4.4.7 Duplicate Page
      • 7.4.4.8 Undo Changes
    • 7.4.5 View Menu
      • 7.4.5.1 Actual Size
      • 7.4.5.2 Full Page
      • 7.4.5.3 Page Width
      • 7.4.5.4 Image Thumbnails
      • 7.4.5.5 Batch Thumbnails
      • 7.4.5.6 Image Grid
      • 7.4.5.7 OCR Text
      • 7.4.5.8 Reset Grid Columns
      • 7.4.5.9 Input Folder
      • 7.4.5.10 Processing Folder
      • 7.4.5.11 Output Folder
      • 7.4.5.12 Log Folder
      • 7.4.5.13 Backup Folder
      • 7.4.5.14 Annotation Toolbar
      • 7.4.5.15 Enable Zoom Locking
    • 7.4.6 Navigate Menu
      • 7.4.6.1 Next Empty Field
      • 7.4.6.2 Next Deleted Page
      • 7.4.6.3 Next Unsaved Page
      • 7.4.6.4 Jump to Document
    • 7.4.7 Send Menu
      • 7.4.7.1 Select All Files
      • 7.4.7.2 E-Mail Selected Files
      • 7.4.7.3 Print Selected Files
      • 7.4.7.5 Export Index Values
      • 7.4.7.6 Media Wizard
    • 7.4.8 Help Menu
      • 7.4.8.1 Manual
      • 7.4.8.2 Getting Started
      • 7.4.8.3 Setting Field Coordinates
      • 7.4.8.4 Activate/Transfer License
      • 7.4.8.5 Download Updates
      • 7.4.8.6 Visit SimpleIndex.com
      • 7.4.8.7 About SimpleIndex
  • 7.5 Running jobs in SimpleSearch
• 8 Command Line Execution
  • 8.1 Command Line Parameters
  • 8.2 Implementing the command line interface
    • 8.2.2 Integrating scanning with custom applications
  • 8.3 Unattended Processing
    • 8.3.1 Run Jobs on a Timer
    • 8.3.2 Run Jobs with Windows Task Scheduler
    • 8.3.3 Configure Service Options
• 9 Run Jobs as a Windows Service
  • 9.1 Service Installation
  • 9.2 Job Configuration Files List
    • 9.2.1 Adding and Removing Jobs
    • 9.2.2 Monitoring Job Progress
      • 9.2.2.1 Status
      • 9.2.2.2 Path
      • 9.2.2.3 Step
      • 9.2.2.4 Last Batch
      • 9.2.2.5 Last Run
      • 9.2.2.6 PID
  • 9.3 Scheduling Jobs to Run
    • 9.3.1 Schedule a Time to Run
    • 9.3.2 Run on a Timed Interval
  • 9.4 Advanced Service Options
  • 9.5 Web Service Interface
    • Installing the Web Service
      • 9.5.1.1 IIS Installation
      • 9.5.1.2 Connecting to the Web Service
    • 9.5.2 Using the Web Service
      • 9.5.2.1 Using the Web Service Sample Client
      • 9.5.2.2 Referencing the Web Service
      • 9.5.2.3 Launching Jobs with the Web Service
• 10 Glossary
• 11 Contacting Simple Software