Microsoft SharePoint document scanning and metadata indexing. Automatically capture scanned images and electronic files like PDF and MS Office, automatically extract data, organize the files and upload them to the relevant SharePoint document libraries.
Troubleshooting SharePoint Permissions Issues
The problem was being caused by the fact that the root site on the server did not grant the users read access.
For example, imagine they are trying to upload to:
” http://server/sites/mysite/test.pdf ”
The user has full permissions on mysite, but if they try to access http://server/ they get permission denied. Even though the user can upload to mysite, they cannot upload with SimpleIndex because the client objects require permission on the root site.
Granting the users at least read access to the root site at http://server/ resolves the issue.
SharePoint Managed Metadata
Can SimpleIndex integrate with Microsoft SharePoint?
Any document processed with SimpleIndex can be uploaded directly to your SharePoint document library, and any custom columns or metadata tags can be set automatically using the SimpleIndex index field values. Find out more at our SharePoint Document Scanning page. Integrated custom metadata is only supported in SharePoint 2010 and above, including SharePoint Online / Office 365. Microsoft .NET 3.5 and the SharePoint 2010 Client Object Model are required and must be installed separately in version 7. Version 8 includes a download option in the Global Settings Wizard. Version 8.4 and above include them automatically. Version 7 users can Download the SharePoint 2010 Client Object Model here. To configure SharePoint export, go to the Advanced Options screen in your Job Options and enter the URL of your document library in the SharePoint Document Library URL setting. The easiest way to integrate with SimpleIndex is to simply map a network drive to the SharePoint document library and set you
- Published in SharePoint Integration
How do I export index data to a database?
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.
- Published in Database & Retrieval, Export
I have a duplex scanner how do I set up SimpleIndex to scan 2 sided documents automatically?
Simplex versus Duplex scanning is a function of your scanner driver. SimpleIndex uses both TWAIN and ISIS drivers. ISIS drivers are faster for high-speed scanners and are preferred. To configure duplex on an ISIS scanner: 1 Select “Use ISIS Driver” from the Scan menu if it is not selected 2 If this is your first time using ISIS, click “Select a Scanner” to select the driver for your scanner 3 Click Display Scanner Settings to display the ISIS driver settings 4 Find the setting for Simplex/Duplex and set appropriately. Each scanner model has a different driver interface. Refer to your scanner’s documentation if you cannot find the duplex setting. To set the scanner settings using TWAIN: 1 Select “Use TWAIN Driver” from the Scan menu 2 If this is your first time scanning with TWAIN, click “Select a Scanner” and select your scanner 3 If “Display Scanner Settings” is not checked in the Scan menu, click it to select it 4 When
- Published in TWAIN & ISIS Scanning
Is it possible to have the scanned image itself added to a database and not just the image path?
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.
- Published in Database & Retrieval, Export
What scanners are compatible with SimpleIndex? How do I find a list?
SimpleIndex is compatible with any device that has a TWAIN or ISIS driver. This includes virtually all makes and models of scanner, as well as many specialty scanners, digital cameras and other devices. In the few instances when a scanner has a proprietary driver, it can still be used with SimpleIndex by first scanning to a folder and setting SimpleIndex‘s input to “From Folder” on the Input tab. For many high-speed scanners (over 50 pages/minute), ISIS drivers provide improved throughput versus TWAIN. It is recommended you purchase the ISIS driver option with these scanners. ISIS drivers also let you save your scanner settings to a file that can be distributed with your SimpleIndex configuration. You can find more information on selecting the best scanner for your specific requirements on the ScanStore Scanners Guide, as well as a wide assortment of scanners available for purchase.
- Published in TWAIN & ISIS Scanning
How do you configure full text searching in Retrieval mode?
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
- Published in Database & Retrieval, OCR
I know nothing about databases. Can I still use the database and Retrieval Mode features?
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
- Published in Database & Retrieval
How do I configure SimpleIndex to scan documents?
First make sure that you scanner’s TWAIN driver (found on the included CD or manufacturer website) is installed and that the scanner shows up in the ‘Scanners and Cameras’ section of the ‘Control Panel’. On the Batch tab of Job Options change the Input Files From setting from Folder to Scanner. With this option set, the scanner automatically starts when you click the Run Job button to process a new batch. From the Scan menu you have the option to select your scanner, set compression settings, display or hide the scanner’s TWAIN settings interface or have SimpleIndex prompt the user when the feeder is empty. The Scan to Input Folder command in the Scan menu lets you separate the scanning from processing. Use this to scan a sample image to draw OCR zones. Images are scanned to numbered TIFF images in the designated Input Folder.
- Published in TWAIN & ISIS Scanning
TWAIN and ISIS Scanning
Affordable Document Management
SimpleIndex® is a great solution for small businesses and departments that need a quick and affordable way to scan, organize and view documents. SimpleIndex provides a wide variety of retrieval options, many of which require no special software to find and view documents. The most affordable solution uses Windows folders and filenames to organize and find documents on a shared network drive. SimpleIndex lets you use index field values to create folders and filenames automatically, automating the process with barcodes, OCR and database lookups where possible. Other applications force the user to create folders and name files manually, making ad-hoc document management too labor-intensive to be practical. You may also use SimpleIndex with SimpleSearch to create a keyword-searchable database that lets you find and view documents based on one or more index values. There are several advantages to using SimpleSearch instead of Windows folders: Find documents based on specific keywords or phr