SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

CREATE AN ACCOUNT FORGOT YOUR PASSWORD?

FORGOT YOUR DETAILS?

AAH, WAIT, I REMEMBER NOW!

CREATE ACCOUNT

ALREADY HAVE AN ACCOUNT?
QUESTIONS? CALL: 865-637-8986
  • SIGN UP
  • LOGIN

SimpleIndex - Document Scanning and OCR Recognition Software

SimpleIndex - Document Scanning and OCR Recognition Software

T (865) 637-8986
Email: info@simpleindex.com

SimpleIndex by SimpleSoftware
500 W Summit Hill Dr SW # 302, Knoxville, TN 37902

  • LEARN MORE
    • GENERAL INFO
      • Getting Started
      • How To Scan Documents
      • Barcode Scanning Guide
      • Searching & Viewing
      • Schedule a Web Demo
      • News & Updates
    • FEATURES
      • Streamlined Interface
      • TWAIN and ISIS Scanning
      • Dynamic OCR
      • Database Integration
      • Required Documents Check
      • Integrated & Unattended Processing
      • SharePoint Document Scanning
    • –
      • Document Classification
      • PDF & MS Office Text Parsing
      • Barcode Recognition
      • Optical Mark Recognition
      • Match Documents to Existing Data
      • Imprinting & Watermarking
      • Screenshot OCR
  • SOLUTIONS
    • General
      • All-In-One Scanning & Sorting Tool
      • Affordable Document Management
      • Instant Integration
      • Network Scanners & Copiers
      • Remote Document Capture
      • Reduce Click Charges for Data Capture
    • Specific
      • Mortgage & Loan Documents
      • Material Safety Data Sheets (MSDS)
      • Patent ID and Title Extraction
      • Federal Tax Returns
      • Invoice Processing
  • SUITE
    • SimpleCoversheet – Print Bar Codes
    • SimpleExport – Data File Converter
    • SimpleView – Search, View & Edit
    • SimpleQB – QuickBooks Integrator
    • SimpleOCR – Freeware OCR
    • Buy Suite Apps
    • Buy Suite Bundles
  • ORDER NOW
    • COMPARE VERSIONS
      • Versions & Feature
      • Price List (PDF)
    • SIMPLEINDEX WORKSTATION
      • Machine License
      • Concurrent User
      • Subscription License
    • SIMPLEINDEX SERVER
    • SUITE APPLICATIONS
    • SUITE BUNDLES
    • SUPPORT & MAINTENANCE
      • Annual Maintenance Renewals
    • FIND A DEALER
      • Dealer Locator
      • Become a Dealer
  • DEMOS
    • TRIAL DOWNLOADS
    • SCHEDULE A DEMO
    • COMPARE SOLUTIONS
    • VIDEO DEMOS
      • Zone OCR with Template Matching
      • Invoice Processing with Full Page OCR
      • PDF Invoice OCR Demo
      • Sort and Index MS Office Documents
    • SIMPLEINDEX UNIVERSITY
      • SimpleIndex University – 100 Series
      • SimpleIndex University – 200 Series
      • SimpleIndex University – 300 Series
  • CONTACT
    • Contact Us
    • Support
    • FAQ
    • Privacy Policy
  • My Account
    • Downloads
  • MY CART
    No products in cart.
HOME > Integration

Database Integration


Unprecedented Control of Database Interactions

Open database integration is a powerful feature of SimpleIndex® and one that furthers its interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map its index fields to cells in any database table. It can be configured to create new records, update existing ones or retrieve them for viewing. Using these three basic database functions, SimpleIndex is able to interface with and operate on any database.

Automatic Indexing Using Existing Data

The Autofill feature of SimpleIndex is an easy way to associate many index fields with one document without retyping data that already exists in another database. Autofill uses a database lookup to retrieve records that match a key value entered by the user. Blank index fields are then filled in automatically with the data from this lookup. The result is a document database with many different possible search fields, of which only one needed to be entered during scanning.

The key field may be typed by the user, or it may be read from the document automatically using barcode recognition or OCR. The lookup is performed either when the user changes this field or when the index values are saved. If the lookup finds multiple matching records, the user will be notified and the first set of values will be used by default.

Command Line Sample

Monday, 29 July 2019 by Simple Software

When using the Simple Software products it can be beneficial to run the software from a command line script. With this you can run other Simple Software Job configurations or Windows Batch Files (.bat) or Task Manager or other command line methods automatically.

You can find sample formats of the command lines for Simple Software products below.

​SimpleIndex:
“C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”Path to job file”

SimpleSend:
“C:\Program Files (x86)\SimpleIndex\SimpleSend.exe” “Path to job file” /hide /run

SimpleQB:
“C:\Program Files (x86)\SimpleIndex\qb\SimpleQB.exe” “Path to job file” /hide /run

/hide and /run in the SimpleSend and SimpleQB examples above hide any windows from being displayed and automatically runs the process respectively.

1-Click ProcessingCommand Line InterfaceCommand-LineIntegrationServerUnattended
Read more
No Comments

Command Line to Auto-close SimpleIndex

Monday, 29 July 2019 by Simple Software
This is used to closed SimpleIndex after the job has been completed automatically. This can be useful if you only run one batch in SimpleIndex at a time and don’t need it after that batch is complete. Instructions to Auto-close SimpleIndex when Batch is complete: Open the SimpleIndex Job Configuration that you would like to set to auto close when the batch is is complete.Open the Job Settings Wizard from the File menu.Go to the Advanced Settings step and expand Pre-Process & Post-Process options.In the Post-Process field put the following: taskkill -f -im simpleindex.exe Save the Job Configuration. Alternate Intructions: Open the Job Options from the File menuIn the Batch tab put the following in the “Post-Proc” field: taskkill -f -im simpleindex.exeClick OK and then Save from the File menu
1-Click ProcessingAutomationCommand Line InterfaceCommand-LineIntegrationServer
Read more
No Comments

Continue with Post Process Command Line if Input Folder is Empty

Monday, 29 July 2019 by Simple Software
When running multiple jobs in a row or chain with the Post Process Command Line it is possible that an earlier Job in the process won’t have any files. This will stop the Job before reaching the Post Process step and cause later jobs not to run. This can be corrected by adding an option directly to the XML text of the Job Configuration. This will tell it to keep going to the Post Process step even if there are no files to process in the Job. Instructions: Right click on the Job Configuration file (.sic file format) and select Open With..Select Notepad or some other text file opening software.Search for this in the text of the file: <POSTPROCEMPTY>false</POSTPROCEMPTY>Change the word “false” to the word “true” in that section.false = Stop immediately if there are no files to process.true = Run the Post Process Command Line even if there are no files to processSave the file and close it.
Command Line InterfaceCommand-LineImportIntegrationWorkflow
Read more
No Comments

Using alternate database schemas

Monday, 29 July 2019 by Simple Software

In SQL Server, Oracle and MySQL (among others) user logons are associated with a default “schema” that determines which tables and views they can see.

Users may have access to other tables and views that aren’t in their schema. When connecting to the database these tables will show up in the list, but when you try to get the list of fields you get an “Invalid object reference” error.

To reference these tables, use [Schema].[Table] for the table name to explicitly reference the table.

You can also change the user’s default schema on the server to the one matching the table.

A third option is to create a view under the user’s default schema that selects the necessary records.

At the present time you cannot enter [Schema].[Table] in the wizard, so if you need to use this workaround configure the job in the wizard and modify the table name in the old job options screen.

AutofillDatabaseDatabase & RetrievalExportIntegrationMS AccessMySQLODBCOracleServerSQL Server
Read more
No Comments

How do I export index data to a database?

Wednesday, 28 February 2018 by dwilder

There are a variety of ways to connect to your database. Detailed instructions are provided in the Manual (check the Help menu). Here is a brief overview of the steps involved: -Create a job configuration to scan and index files -On the database tab, set the “Database Mode” to “Insert New Records” -To use ODBC, enter the data source name or file in Data Source -To connect directly, select your database type under “Select a Data Source” and click Start. A series of dialogs will prompt you for database connection information. -Select destination Table or View and click Reload -For each index field, select the corresponding database field that will receive that field value -The “Output File Field” will receive the path to the exported file Once you have created records in your database in “Insert” mode, you can change to “Retrieve and View Records” and use SimpleIndex or SimpleSearch to search and view the files.

CSVDatabaseDatabase & RetrievalExportIntegrationMS AccessMySQLODBCOracleRecords ManagementScan to DatabaseServerSharePoint ScanningSQL ServerWorkflowXMLXSLT
Read more
  • Published in Database & Retrieval, Export
No Comments

Can SimpleQB be used to scan in receipts and invoices which are then matched to the files kept in the QuickBooks System?

Wednesday, 28 February 2018 by dwilder

Yes, That is exactly what SimpleQB was designed to do.

SimpleQB uses the information from your QuickBooks documents to file images under the appropriate customer/vendor, document type, document number and date. Simply pull up the corresponding file in QuickBooks and click scan!

IntegrationInvoice OCRInvoice Scanning SoftwareQuickBooks Document ManagementQuickBooks Invoice Scanning
Read more
  • Published in SimpleQB
No Comments

Is it possible to have the scanned image itself added to a database and not just the image path?

Wednesday, 28 February 2018 by dwilder

Yes. Image files can be inserted into binary fields in Access, SQL Server, Oracle, MySQL and other databases.

Check the “Store files as binary objects” option on the Database tab and the “Output File Field” setting can be mapped to a binary field.

If using PDF, MS Office or other non-image files, use the File Type Field to store the file extension of the stored file.

SimpleSearch mode will let you view files stored using this method as well.

DatabaseDatabase & RetrievalExportIntegrationMS AccessMySQLODBCOracleServerSharePoint ScanningSQL Server
Read more
  • Published in Database & Retrieval, Export
No Comments

When exporting to a database, I get the error “Multi-step operation generated errors”

Wednesday, 28 February 2018 by dwilder

This error is usually caused when the data you are trying to insert does not match the data type of the database field. This could be a text value being inserted into a number or date field, or a text value that is longer than the maximum length of the field.

To avoid this error, be sure to use the correct Field Type and/or Template on the Index tab to force the user to enter data in the correct format. You may also need to adjust the data types or lengths for your database fields.

DatabaseDatabase & RetrievalExportIntegrationMS AccessMySQLODBCOracleSQL Server
Read more
  • Published in Database & Retrieval
No Comments

How do you configure a field to select from a list of possible values?

Wednesday, 28 February 2018 by dwilder

List fields are populated using a text file or database field containing the values for that list. The text file scenario will be described first. To configure a list field, go to the Index tab in the Job Options. Create a list field by selecting “List” for the field type and give it a name. In the “List File/Field” setting for this field, put the full path or UNC to the text file containing the list or click “Set” to browse to the file. If you have not created a file, you can put the path where you want the file stored here and click the “Edit” button. This will open the file in Notepad; new files will prompt you to create them. On each line of the text file you will put one of the possible values that you want to be able to select from while you are indexing with SimpleIndex. You can copy this information from another source and paste it into the text file. Save the file in Notepad and close it. The List field is now configured! To use

AutofillAutomatic Indexing SoftwareAutomationCSVDatabaseDatabase & RetrievalExportFile IndexingIndexingIntegrationKeyword IndexingMetadataMS AccessMySQLODBCOffice PDF Document IndexingOracleRecords ManagementScanned Document IndexingServerSharePoint ScanningSQL ServerWorkflow
Read more
  • Published in Indexing & UI
No Comments

Is it possible to restrict user access to certain documents in Retrieval Mode?

Wednesday, 28 February 2018 by dwilder

If the database you use to store index information has security access features, you can use these to manage access to documents with SimpleIndex retrieval mode.

In your database, create user accounts and groups and assign them the appropriate permissions to records in your document database.

In SimpleIndex, check the “Require Logon” option on the Logging tab to force the user to logon to the database using the accounts you created. When they search and view documents, they will only be able to access records that the corresponding database user has been assigned access to.

DatabaseDatabase & RetrievalDocument Management SoftwareExportIntegrationMS AccessMySQLODBCOraclePaperless OfficeRecords ManagementServerSQL Server
Read more
  • Published in Database & Retrieval
No Comments

How do you configure full text searching in Retrieval mode?

Wednesday, 28 February 2018 by dwilder

On the Database tab there dropdown in the lower portion of the panel for Full Text OCR Field. Put the name of the field that will store the full-text data there. This must be configured both for Insert and Retrieval mode configurations. The database field needs to be sufficient length to store the entire text of your document. Of course, the Insert Mode configuration must have “Enable Full Page OCR” checked to generate full text data from images. Text from MS Office documents, PDF files and existing OCR text files can be used without setting this option. When designing your Retrieval Mode configuration, create a Text field to use for full text search queries. On the Database tab, set the corresponding “Database Field Name” to the full text database field. When searching on your full text field, SimpleIndex finds the text you enter no matter where it appears in the document. It is able to match partial words. It does not perform boolean or natural language search

ArchiveDatabaseDatabase & RetrievalDocument Management SoftwareExportFull Text IndexingIndexingIntegrationMS AccessMySQLOCROCR Form ProcessingOCR ScanningODBCOffice PDF Text ProcessingOraclePaperless OfficePDF Archive Scanning SoftwarePDF Data Extraction SoftwareQuickBooks Document ManagementRecords ManagementSearchSearchable PDF OCRServerSharePoint ScanningSQL ServerText ProcessingZone OCR
Read more
  • Published in Database & Retrieval, OCR
No Comments

What is “Match & Attach” mode?

Wednesday, 28 February 2018 by dwilder

Match & Attach mode lets you batch update multiple records in a database using the index data from your SimpleIndex job. For example, if you have a large backfile of documents that you want to scan and link to records in an existing database, you can use Match & Attach to find the corresponding record and set the Image Path field to the newly scanned file.

For details on how to configure Match & Attach mode, please refer to the manual.

AutofillAutomationDatabaseDatabase & RetrievalExportIntegrationMS AccessMySQLODBCOracleRecords ManagementSQL ServerWorkflow
Read more
  • Published in Database & Retrieval, Export
No Comments

How do you configure the Autofill feature?

Wednesday, 28 February 2018 by dwilder

The Autofill feature of SimpleIndex is an easy way to associate many index fields with one document without retyping data that already exists in another application. Autofill uses a database lookup to retrieve records that match a key value entered by the user. Blank index fields are then filled in automatically with the data from this lookup. The result is a document database with many different possible search fields, of which only one needed to be entered during scanning. To configure the Autofill feature first go to the Index tab and define the field that will be used to perform the lookup. Each value in this field should correspond to a single record in the database, usually defined as the “Primary Key”. This field can be any type, including Barcode and OCR for full automation. Next click “Configure Index Autofill” button. Here is where you will setup the database lookup. The “Match Data Source” is configured the same way as the “Data Sour

AutofillAutomationDatabaseDatabase & RetrievalExportIntegrationMS AccessMySQLODBCOracleRecords ManagementSQL ServerWorkflow
Read more
  • Published in Database & Retrieval, Indexing & UI
No Comments

How do I connect to an SQL Server database?

Wednesday, 28 February 2018 by dwilder

On the Database tab, choose “SQL Server” from the drop-down labeled “Configure Data Source”. Click the “Start” button.

You will be prompted to enter the SQL Server name and database name. Once selected, an OLE DB data source will be entered under “Data Source”.

You can add a default user to the “Data Source” using the conventions for OLE DB provider strings. With this configuration, all users will use the same SQL Server login. To configure individual logins, check “Require Logon” on the Logging tab. If you would like the users to select their name from a list, add each user ID using the “Add User” button.

AutofillDatabaseExportIntegrationSQL Server
Read more
  • Published in Database & Retrieval
No Comments

How do I connect to an existing Access database?

Wednesday, 28 February 2018 by dwilder

To connect to an existing Access database go to Options then the Database tab. There is a drop-down list next to the “Start” button. Click the arrow and select “MS Access” then click “Start”.

An Open Database dialog will be displayed. Select the Access MDB you want to use then click “Open”.

Select the table or query you want to use from the “Table Name” list and click “Reload”.

The field selectors will now be populated with the list of fields from the table/query you selected. The Image Path stores the path to the image file for each record. Each entry in Database Fields list maps the corresponding Field # from the Index tab to the selected field in the database.

Click apply and your Access Database will be configured.

The Log Field, Log Table, Revision Field/Level and the Full Text and PageCount fields on the Advanced tab are option. See the manual for a description of what these items do.

AutofillDatabaseExportIntegrationMS AccessODBC
Read more
  • Published in Database & Retrieval
No Comments

I know nothing about databases. Can I still use the database and Retrieval Mode features?

Wednesday, 28 February 2018 by dwilder

Yes! We’ve made it simple to create a database that you can use to store index information and perform searches with SimpleIndex Retrieval Mode. Once you have configured a SimpleIndex job to scan and store documents on your network, use these steps to create a database to store index information for searching: 1. On the database tab, make sure “Create Generic Access DB” is selected in the drop-down and click “Start”. 2. Save the Access database in a location accessible to all SimpleIndex users. All the settings on this form will be filled in automatically after you save the database. 3. Change the “Database Mode” to “Insert New Records”. This means that when the job is run, new records will be added to the database as new files are processed. 4. Save the this configuration. 5. To create a configuration for searching and viewing, simply change the “Database Mode” setting to “Retrieve and View Records”. You may

DatabaseDatabase & RetrievalIntegrationMS AccessMySQLODBCOracleRecords ManagementServerSharePoint ScanningSQL Server
Read more
  • Published in Database & Retrieval
No Comments

Instant Integration With Any Application

Tuesday, 30 January 2018 by Simple Software
SimpleIndex® provides a great alternative to “reinventing the wheel” using a document imaging SDK to implement scanning in your custom application. SimpleIndex uses a command line interface to enable developers to execute customized scanning workflows from another application. This lets you take advantage of SimpleIndex‘s TWAIN/ISIS scanning, zone OCR, barcode recognition and database export features without having to re-code them all yourself. Whether you are an IT consultant creating an application for internal company use or a software developer looking to add scanning features to your application, SimpleIndex provides the easiest solution available. To use SimpleIndex as a scanning front-end for your application, simply: Create a SimpleIndex job file configured to scan, index and save files the way you want (Optional) configure the database export to create/update document records in your DB Use a “Shell” command to execute the job file from your progr
1-Click ProcessingAutomationBar Code ScanningCommand Line InterfaceDatabaseDocument ImagingFront End ScanningIntegrationOCROffice PDF Text ProcessingRPATWAIN & ISIS Scanning
Read more
No Comments

Automated Processing & 1-Click Interface

Friday, 26 January 2018 by Simple Software
 Your browser does not support the video tag.SimpleIndex® 1-click scanning and indexing is enabled with its command line interface. SimpleIndex job files can be saved and opened just like a Word document. When you open a job file, SimpleIndex begins processing a new batch automatically. Scanning, processing (OCR, barcodes, database autofill, etc) and export happen in sequence with no further input from the user. For unattended processing, the command line interface lets you use Windows services and scheduled tasks to automate OCR, barcode recognition and database export tasks. The Command Line Interface also allows SimpleIndex to be integrated with custom software applications with minimal to no programming required. Field values, processing folders and other settings can be passed as command line parameters Any SimpleIndex option can be set using XML job files Database export links processed files to your app automatically Control application behavior (display window, exit after proc
1-Click ProcessingAutomationCommand Line InterfaceDatabaseIntegrationServerUnattended
Read more
No Comments

Database Integration

Tuesday, 03 October 2017 by dwilder
Unprecedented Control of Database Interactions Open database integration is a powerful feature of SimpleIndex® and one that furthers its interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map its index fields to cells in any database table. It can be configured to create new records, update existing ones or retrieve them for viewing. Using these three basic database functions, SimpleIndex is able to interface with and operate on any database. Automatic Indexing Using Existing Data The Autofill feature of SimpleIndex is an easy way to associate many index fields with one document without retyping data that already exists in another database. Autofill uses a database lookup to retrieve records that match a key value entered by the user. Blank index fields are then filled in automatically with the data from this lookup. The result is a document database with many different possible search fields, of which only one needed to be entered
AutofillAutomationCSVDatabaseDatabase & RetrievalDocument Management SoftwareExportIndexingIntegrationMS AccessMySQLODBCOracleRecords ManagementServerSharePoint ScanningSQL ServerWorkflowXMLXSLT
Read more
No Comments

Contact Us Today!

Search Knowledge Base

Recent KB Articles

  • SimpleIndex - Affordable document scanning and OCR
  • SimpleIndex Standard Workstation
  • SimpleIndex v9.2
  • SimpleIndex v9.2 Announcement
  • SimpleIndex Upgrades
  • SimpleIndex Trial Download
  • SimpleIndex v9.1
  • SimpleIndex Trial Download - Appointment Requested

Feature Cloud

SharePoint Scanning Activation PaperVision TWAIN & ISIS Scanning Barcode Recognition Software Paperless Office Automation Bates Numbering Software Contentverse SQL Server Licensing XSLT Optical Mark Recognition Command-Line Bookmark RegEx Image Scanning Keyword Indexing Indexing Microsoft Word Data Extraction Remote Capture Workstation Automatic Indexing Software Zone OCR Screenshot OCR Licensing & Installation Classification Export SimpleIndex Bar Code Scanning Bar Codes RPA Metadata Import Unattended Automatic Data Capture Archive Coversheet Command Line Interface 1-Click Processing Wilder Concurrent SimpleView QR Code Invoice OCR

Online Support Options

Simple Software provides an interactive Frequently Asked Questions database and Live Support chat system, as well as free Training Videos.

How to Buy

Solutions start at just $500! Buy SimpleIndex online or from an Authorized Dealer in your area. Price List (PDF).

Authorized Dealers

Authorized DealersSimpleIndex is a great addition to any system integrator's product line. Become an Authorized Dealer.

Get a Web Demo

Get a free online demo with a scanning specialist who can configure SimpleIndex on your computer remotely.
Sign up for a demo now!

Download a Trial

SimpleIndex TrialFully functional 30-day demos are available for all Simple Software applications.
Download Now!

SimpleIndex Applications

SimpleIndex Applications See how SimpleIndex can be used in your business.
"Out-of-the-Box" Solutions
Case Studies
Common Applications
Industry-Specific Applications

© 2020 All rights reserved. SimpleIndex by SimpleSoftware.

TOP });