General configuration and how-to articles for SimpleIndex.
Viewer Reset for SimpleIndex
Please refer to the Wiki Documentation for the complete SimpleView Application reference.
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.
Access Database Connection String
Please refer to the Wiki Documentation for the complete Access reference.
If you would like to create a database string for an Access database that includes a password use this format:
Provider=Microsoft.Jet.OLEDB.4.0;Data Source=path\database.mdb;Jet OLEDB:Database Password=db_password;
MISSING file move with multiple files
Please refer to the Wiki Documentation for the complete File Output Settings reference.
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.
Crash During Image Display with Embedded SimpleView
Please refer to the Wiki Documentation for the complete SimpleView reference.
If SimpleIndex crashes when it tries to display the image file in the embedded SimpleView viewer right after the processing has finished then it might be that one of the SimpleView windows or settings is set to an incompatible position or option without giving you the chance to correct this issue.
You can reset the embedded SimpleView viewer by going to this location:
c:\users\”username”\appdata\local\simple_software
Then delete everything in this folder.
SimpleIndex License Server URL
Please refer to the Wiki Documentation for the complete Licensing & Activation reference.
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.
Can I split a PDF based on bookmark values?
Please refer to the Wiki Documentation for the PDF Bookmarking reference.
SimpleIndex can create PDF files with bookmarks based on the index data captured in your batch.
Going the other way–splitting an existing PDF file based on the bookmark value–is not a built-in feature of SimpleIndex. However there are inexpensive command line utilities that you can integrate with SimpleIndex in order to accomplish this.
For example, the CoolUtils PDFSplitter and A-PDF Split both offer this function starting around $35.
The command line to split the PDF can be integrated into the Pre-Process setting in SimpleIndex, found under the Advanced Settings section of the Configuration Wizard. An example pre-process using PDFSplitter to split based on the second level bookmark values would be:
PDFSplitter.exe “c:\Images\BookmarkFile.pdf” “%CONFIGFILEFOLDER%\Input” -em bookmarks -b 2
How do I limit the number of files pulled from the input folder?
Please refer to the Wiki Documentation for the complete batch processing reference.
The Max File/Batch setting on the Batch Options tab lets you limit the number of files to process in each batch.
In the wizard it can be found under the Advanced File Input Settings section.
- Published in Import
Is SimpleIndex for Windows only? I’m a Mac user.
Please refer to the Wiki Documentation for the complete Installation reference.
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
How do I delete an image and it’s database entry?
Please refer to the Wiki Documentation for the complete Global Settings Wizard
reference.
If your Job Settings Wizard configuration’s of Database mode setting is set to “Update Existing Records”, the database record and the image will be deleted when you delete an image from a batch. The Table Name must be an updateable query or table and you must have sufficient permissions for both the database record and the file.
You cannot delete files with SimpleSearch. To enable retrieval users to change indexes, rename or delete files, use a SimpleIndex Standard license.
- Published in Database & Retrieval
Can SimpleIndex integrate with Microsoft SharePoint?
Please refer to the Wiki Documentation for the complete SharePoint reference.
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 your Output folder to use this drive. SimpleIndex will create folders and name files automatically using your job settings.
In this configuration, only the Title tag is set. You can also use SimpleIndex‘s file property feature to set EXIF tags (images) or PDF file properties for the Title, Subject, Author and Keywords tags.
One thing to remember when configuring SimpleIndex jobs for SharePoint is the extra restrictions on filenames in SharePoint. For a detailed list please visit SharePoint File Name Restrictions. When using the integrated SharePoint feature with SharePoint 2010 these invalid characters are automatically replaced when exporting.
There are also several inexpensive or free applications that allow you to upload documents processed with SimpleIndex to SharePoint. These can be useful when you have a slow connection and need the files to upload in the background without slowing down production. Here are two of them:
SharePoint 2010 Bulk Document Importer
If your SharePoint integration has requirements not met by these solutions, our Professional Services department will be able to design a SharePoint interface to meet your specifications.
- Published in SharePoint Integration
Is it possible to search for and retrieve documents with Windows desktop search?
Please refer to the Wiki Documentation for the complete Searchable PDF reference.
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
What scanners does SimpleIndex work with?
Please refer to the Wiki Documentation for the complete Scanning reference.
SimpleIndex will work with both TWAIN and ISIS scanner drivers. TWAIN is more common and works with virtually all scanner models. ISIS is designed for high speed document scanners. Most sheetfed scanners support ISIS.
ISIS is much faster and has more features than TWAIN, and is the preferred way to scan documents. ISIS scanning is included with SimpleIndex Full or is available as an add-on for other versions.
- Published in TWAIN & ISIS Scanning
Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
Please refer to the Wiki Documentation for the complete SimpleQB reference.
SimpleQB enables you to scan and link documents to QuickBooks transactions through a custom menu. When you have an invoice, purchase order, work order, bank reconciliation or other transaction open, simply click the Scan menu to scan a document and save it with that transaction.
To view the documents for a transaction, just click the View menu.
You can also use SimpleSearch to find and view documents scanned with SimpleQB without the QuickBooks interface.
- Published in Database & Retrieval, SimpleQB
How do I use the Media Wizard to create searchable DVDs or thumb drives?
Please refer to the Wiki Documentation for the complete Send Menu reference.
To enable the Media Wizard, you must first create a job configuration that exports index information to an Access database. Once you have scanned all the documents for the CD or DVD and attached them to the database, create a second job that uses “Retrieve and View Records” to search and view these files.
The media wizard will be enabled in the Send menu whenever you have this configuration file open. The sample configurations included with SimpleIndex demonstrate scanning and searching with an Access database. Microsoft Access is not required to create the database.
The media wizard will copy the Access database and all of the files in your Output folder to a temporary folder, along with the SimpleSearch configuration and Autorun files needed to search the files from a CD or DVD. Simply burn all the files in this folder to create the searchable disc.
- Published in Database & Retrieval, Export
How much do Simple Software products cost?
Click here for the latest pricing and online ordering information. You can also purchase full service solutions from one of our Authorized Dealers.
Click here for a PDF version of the price list and a feature matrix that shows which features are included in each version.
All applications are activated online by entering a serial number in the demo. The serial is emailed to you once your order is processed.
- Published in Licensing & Installation, LoanStacker, SimpleCoversheet, SimpleExport, SimpleQB, SimpleSend, SimpleView
How do I export index data to a database?
Please refer to the Wiki Documentation for the complete Export reference.
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