Use SimpleIndex to automate the process of assigning keyword index values to scanned documents and minimize data entry keystrokes and errors. SimpleIndex uses OCR with complex pattern matching to find index values anywhere on the page, or use bar codes to index scanned documents automatically.
Once captured, structured data can be used to populate a database, document management system, SharePoint and other repositories.
SimpleIndex can simultaneously process MS Office, PDF, text, HTML and other files using the same pattern matching technology. If the file already has text it SimpleIndex uses it for increased speed and accuracy, falling back on OCR for images and scanned document indexing.
Exclude Index Field from Index Log
Many times when outputting a Log file via CSV, XML, TXT, etc. there will be index fields that are required in the Job Configuration, but not desired to be output in the Index Log. In those cases those fields can be excluded from the Index Log with a “~” character at the end of the Index Field Name.
To do this go into the Job Options/Job Settings Wizard, go to the Index tab/step, find the Index field that you want to exclude from the Index Log and add this to the end of the field name: ~
EX. The original Index Name is “OCR Text” and that field should be excluded from the Index Log, so it doesn’t appear. This field should be changed to “OCR Text~”.
Change the Font Size of Index Fields
Index fields have a default 8 point font size, but this can be changed if required for visibility. You can change this by editing a registry file in the Registry Editor and set any font size you would like.
To make this change follow these instructions
- Close out of SimpleIndex entirely
- Open the Windows Registry by going to the Windows Search and searching for “RegEdit”
- Go to this location in the Registry Folder Tree: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc
- In this window you will see a key called “IndexFontSize”.
- Open this file and change the value to the font size you would like and then click OK.
- Close and reopen SimpleIndex to see the change in effect.
Export Issues and Missing Images after Export
If you are having issues with the files not exporting properly or you have missing images in the export folder that should have been saved, then a registry key needs to be added to correct this. This registry key changes the export process from the faster process that SimpleIndex uses by default, to a slower export process that will avoid these issues.
Instructions:
1. Search for
“regedit” on your computer.
2. Navigate to this
folder in the Registry Editor window:
Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc
3. In the right
pane of the Registry Editor window Right Click and select New>String Value
4. Set the name of
the file to this: EnableAtalaExport
5. Double click on
the “EnableAtalaExport” registry key, set the Value to “0”
(Zero) and click OK.
FastImport to Disable Automatic Processing During Import
SimpleIndex has a variety of processing functions that automatically happen behind the scenes when importing documents to improve the quality and functionality of the images and processing capabilities of the software.
On some occasions these extra processing functions cause delays and conflicts or aren’t needed at all. If these processing functions are causing SimpleIndex to crash or slow down the import processing too much for a particular Job Configuration that can be turned off with a registry setting.
Follow these instructions to add this registry setting:
- Close out of SimpleIndex entirely
- Open the Windows Registry by going to the Windows Search and searching for “RegEdit”
- Go to this location in the Registry Folder Tree: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc
- In the right section of the Registry window Right Click in the white space and select New>String Value
- Name the new key “FastImport”
- Open the “FastImport” Registry Key, set the value to “1” and then click OK
Large documents (>500 pg) Slow to Process – Workaround
When working with PDF image files containing a high number of pages (typically in excess of 500, but can vary by file and PC running the job) SimpleIndex may run into performance issues as it attempts to hold all of those pages in memory and perform the requested operations (full-text OCR in particular can tax a system in these circumstances).
A workaround in this scenario is to convert the large PDF to a folder of smaller PDFs files that can be managed more easily. In order to minimize the impact on production and tax the user(s) with extra steps, you can use a third-party splitting tool that can be called from the Command Line. One such option that has worked well is PDFSplitter from CoolUtils
One way to automate this process is to use PDFSplitter’s command line ability in conjunction with SimpleIndex’s Pre-processing function. For simplicity let’s consider a 600 page PDF with a filename generated at the time of scanning using indexes provided on a coversheet or keyed by an operator. The goal now is to take that large file and perform a full-text conversion on it.
Our SimpleIndex job, Full Page OCR.sic let’s say, launches and before getting to work calls PDFSplitter from the Pre-processing step with a command such as
PDFSplitter.exe C:\Images\Smith – John – Medical History.pdf C:\Images\Pages\ -cp 100
PDFSplitter will run and break that document every 100 pages creating 6 PDFs in the folder C:\Images\Pages. It maintains the original filename, simply adding “001-100” and so on to the name. After PDFSplitter is complete the Full Page OCR job begins its process and, given that the original filename is still part of the split files’ naming schema, it can produce one full-text PDF in the final output folder.
How to activate SimpleView?
Activation Instructions
SimpleView Option A – New SimpleIndex Installation:
If you are installing SimpleView on the Windows computer for the first time first download SimpleIndex from the SimpleIndex Demo Installation Link.
Once the SimpleIndex software has been downloaded install the software from the downloaded installation file.
During the installation process you will be asked to enter your Serial Code or Serial Codes.
Single Serial Code:
Multiple Serial Codes (separate with a comma):
After you have entered your Serial Code(s) click Next to move through the installation process.
Once the installation is complete you will receive the following Window:
SimpleView Option B – SimpleView Already Installed:
If you have already installed the SimpleView software then all you need to do is Activate the demo.
Click the SimpleView icon from the SimpleIndex software or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the Activate button to activate the license.
You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.
SimpleView Option C – SimpleView Installed on Computer Not Connected to the Internet:
If you would like to install SimpleView on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleView software without activation.
Click the SimpleView icon from the SimpleIndex software or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click OK in the “SimpleView Offline Activation” window, which asks you to call or email for an Offline Activation.
Select the license version that you ordered in the “SimpleView Version” drop down.
Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code. We will the provide you with the Activation Key.
Enter the Activation Key and then click the Offline Activation button.
Maintenance is optional, but covers tech support and upgrades for the software. Please consider purchasing maintenance if you haven’t already. Please refer to Simple Software Maintenance Agreement for more information.
How to activate any Add-on or Upgrade to SimpleIndex?
SimpleIndex Add-on Option A – New SimpleIndex Installation:
If you are installing SimpleIndex on the Windows computer for the first time first download SimpleIndex from the SimpleIndex Demo Installation Link.
Once the SimpleIndex software has been downloaded install the software from the downloaded installation file.
During the installation process you will be asked to enter your Serial Code or Serial Codes.
Single Serial Code:
Multiple Serial Codes (separate with a comma):
After you have entered your Serial Code(s) click Next to move through the installation process.
Once the installation is complete you will receive the following Window:
When you click Finish you will receive the Global Settings Wizard window to configure the general settings for SimpleIndex on the installed computer.
Move through the prompts to configure the Global Settings Wizard. Once complete you will receive a confirmation that the License was properly activated before the software opens.
SimpleIndex Add-on Option B – SimpleIndex Already Installed:
If you have already installed the SimpleIndex software then all you need to do is Activate the demo.
Click the SimpleIndex icon on your desktop or from your Windows Start menu.
Once SimpleIndex is open go to the Help menu and Select Activate/Transfer License.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the Activate button to activate the license.
You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.
SimpleIndex Add-on Option C – SimpleIndex Installed on Computer Not Connected to the Internet:
If you have installed SimpleIndex on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleIndex software without activation.
Once it has been fully installed click the SimpleIndex icon on your desktop or from your Windows Start menu.
Once SimpleIndex is open go to the Help menu and select Activate/Transfer License.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click OK in the “SimpleIndex Offline Activation” window, which asks you to call or email for an Offline Activation.
Select the license version that you ordered in the “SimpleIndex Version” drop down.
Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code. We will the provide you with the Activation Key.
Enter the Activation Key and then click the Offline Activation button.
TaxStacker: Sort & Classify Federal Tax Documents
This is a great way for accountants and tax preparers to organize complex tax returns in a way that makes it easy to find specific documents. It can also be used to ensure all required schedules and supporting documents are present in the finished return.
Use our out-of-the-box TaxStacker configuration to automatically identify all the forms and schedules that make up a U.S. federal income tax return. These can then be sorted into separate PDF files or combined into a single file that has bookmarks to indicate each section.
Enable Post-Process when Input Folder is Empty
When you have multiple Job Configurations running in tandem with the Post-Process command line running one after there other there can be occasions where a Job Configuration earlier in the chain doesn’t have any images in the Input folder. When this happens a prompt occurs that must be clicked to proceed to the the next Job Configuration. When running unattended this can cause issues when the process stops for this prompt. This can be turned off in the Job Configuration’s XML settings.
Instructions for suppressing prompt to continue when Input folder is empty:
- Right click on the Job Configuration file that you would like to suppress the prompt on and select Open With>Notepad
- Search the XML settings text open in Notepad for this term:
<POSTPROCEMPTY> - Set the value between from “True” to “False”. It should look like this:
<POSTPROCEMPTY>False</POSTPROCEMPTY> - Save and close the file.
Disable StopFile
If you have many different users running SimpleIndex on different computers saving to the same Output folder, the STOPFILE from one can cause another user to not be able to export to the folder while the original user is outputting to the folder. In this case the STOPFILE can be disabled, so this no longer happens.
This will not work if you have anyone that needs to add files to an existing file in the output folder, so make sure that won’t happen.
Instructions:
- Close SimpleIndex entirely
- Open the Windows Registry by going to the Windows Search and searching for “RegEdit”
- Go to this location in the Registry Folder Tree: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc
- In the right section of the Registry window Right Click in the white space and select New>String Value
- Name the new key “StopFile”
Index With Non-Latin Character Sets
By default SimpleIndex uses the ANSI character set to display and edit captured OCR data, index field values and full-text OCR. This works for all languages based on the Latin alphabet (English, French, Spanish, German, etc.)
To index documents in other languages like Chinese, Japanese, Russian, Arabic and other non-Latin alphabets, set the default character set using this registry key. If the key is not set correctly then Unicode text will show up as ??????????.
Use Notepad to edit the “Charset” value from the sample setting below and save it to a .reg file. Then double-click the .reg file to install (Administrator privileges required).
You can download the .reg file here but you still need to edit in Notepad to set the Charset value before installing.
If you are on a 32-bit operating system be sure to remove the extra “\WOW6432Node” from the registry path.
[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc]“Charset”=”1”
| Charset Name | Charset Value |
| ANSI_CHARSET (Latin) | 0 |
| DEFAULT_CHARSET | 1 |
| SYMBOL_CHARSET | 2 |
| SHIFTJIS_CHARSET (Japanese) | 128 |
| HANGUL_CHARSET (Korean) | 129 |
| GB2312_CHARSET (Simplified Chinese) | 134 |
| CHINESEBIG5_CHARSET (Chinese) | 136 |
| GREEK_CHARSET (Greek) | 161 |
| TURKISH_CHARSET (Turkish) | 162 |
| HEBREW_CHARSET (Hebrew) | 177 |
| ARABIC_CHARSET (Arabic) | 178 |
| BALTIC_CHARSET (Baltic) | 186 |
| RUSSIAN_CHARSET (Russian) | 204 |
| THAI_CHARSET (Thai) | 222 |
| EE_CHARSET | 238 |
| OEM_CHARSET | 255 |
The full list of values is at https://msdn.microsoft.com/en-us/library/cc194829.aspx.
Skip to Blank Index on Save Index
If you would like to have SimpleIndex automatically go to the next page with a blank field and highlight that field when the Save Index button or Enter a change to the XML text of the Job Configuration is needed. This can be useful to quickly move to the next document that has a blank Index field.
Instructions to set Skip to Blank index on Save Index:
- Right click on the Job Configuration file that you would like to suppress the prompt on and select Open With>Notepad
- Search the XML settings text open in Notepad for this term:
<SKIP_TO_NEXT_BLANK> - Set the value between from “False” to “True”
<SKIP_TO_NEXT_BLANK>True</SKIP_TO_NEXT_BLANK> - Save and close the file.
Stop Autorun When Double Clicking Configuration
SimpleIndex jobs can be launched from an icon, just like opening a Word document saved on your desktop. However when you do this the default behavior is to automatically run the job file once it opens in SimpleIndex. If you just want to open the job without running it, follow these instructions:
1. Create a shortcut to the configuration by right clicking on the configuration file and selecting “Create shortcut”
2. Right click on the Shortcut that was just created and saved and select “Properties”
3. In the “Target” field put the following:
“C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”<Full Path to Configuration file>” /m
Example:
“C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”C:\Images\test.sic” /m
Forward Blank Index Fields
To turn on the carry Forward when you blank out an index field do the following:
1. Right click on the configuration file and open with Notepad or another text editor.
2. Search for this XML value: FORWARD_BLANK
3. Set the value to true
Viewer Reset for SimpleIndex
If you have any issues with the SimpleView viewer within SimpleIndex not displaying properly or the grid size being off you can reset it by doing the following.
1. Go to the Registry by searching for regedit
2. Locate this folder path:
hkey_current_user\software\vb and vba applications\simpleindex
OR
hkey_current_user\software\vb and vba program settings\simpleindex
3. Delete the SimpleIndex folder from that path, which deletes all the saved user settings and reverts back to default.
Max List Size
If you have a field that has a list and it loads very slowly then the size of the list that it loads needs to be limited.
You first open the Registry or regedit. Then you find this location: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\SimpleIndex\Misc
Then you right click in the space to the right and select New>String Value
Then you name this new entry this: MaxListSize
Then you double click on it and set the size of the list that it loads. We suggest somewhere between 1000 and 5000
MISSING file move with multiple files
If you want to move the MISSING files from the Output folder to another folder and create multiple MISSING files then use this script for the .bat file:
ren “C:\Users\dgraves.META\Desktop\Folder1\Missing.pdf” Missing-%date:~10,4%%date:~7,2%%date:~4,2%_%time:~0,2%%time:~3,2%.PDF
Move “C:\Users\dgraves.META\Desktop\Folder1\Missing*.pdf” “C:\Users\dgraves.META\Desktop\Folder2”
This will rename the file to MISSING-DATE_TIME and then move it to another folder.
SimpleIndex License Server URL
Many corporate networks block traffic to all websites by default unless they have been specifically granted access. This is especially true in server environments.
If you are having licensing issues with SimpleIndex not having access/permission through the internet to activate the software online then this access needs to be granted by your corporate IT network managers.
This is the specific website URL that the activation server must access:
https://www.simpleindex.com/Authorize4/ChekPointService.asmx
You can just grant access to the full SimpleIndex.com domain as well.
For concurrent licenses it is necessary for the machine to be able to activate online. For workstation licenses you can work around this by doing a one-time Offline Activation instead. To do this click the Offline Activation button on the Activation screen and follow the instructions in the dialog box.
Is SimpleIndex for Windows only? I’m a Mac user.
Unfortunately SimpleIndex is for Windows only. This is true of most high speed document scanning applications, due to the fact that most document scanners only have Windows drivers.
However, SimpleIndex can output to databases and file shares on a Mac server. The fact that it does not have its own proprietary file system and database makes it a very good choice for Mac networks, since only the scanning workstation needs to be a PC.
Likewise, many users have reported great success running Parallels or Bootcamp on their Mac to allow the use of a Windows OS
- Published in Licensing & Installation
Is it possible to search for and retrieve documents with Windows desktop search?
Windows Search works great with SimpleIndex because all index data can be saved to the folder and file names as well as the file properties, and OCR text can be saved to hidden layers in PDF files. Windows Search will read all of these elements when building its index and will return any matching files when you search.
Using Windows Search on a file server allows for instantaneous searching across terabytes of documents and text for all of the users on your network.
IFilters allow Windows Search to search within file contents.
Here are three popular PDF IFilters that will enable text searching for PDF files:
- Foxit PDF IFilter (commercial)
- TET PDF IFilter (free/commercial)
- Adobe PDF IFilter (32-bit / 64-bit) (free)
If you have issues with PDF text searching in Windows 10, this article has detailed instructions for resolving PDF IFilter issues:
https://fixedit.itxpress.biz/2018/07/05/searching-pdfs-in-windows-10/
- Published in Database & Retrieval, Export, Office PDF Text Processing