Instructions to Set-up Searching

These instructions will walk through the set-up for having SimpleIndex output data into the format required for searching and the interface to search for files in SimpleIndex/SimpleSearch for both indexes and full text searching. This requires that SimpleIndex output the index, full text and image information to a database of some kind.

SimpleIndex Database Output Set-up[edit | edit source]

Configure the SimpleIndex Job Configuration to output to a database
Open the Job Settings Wizard and select the Database step
Enable the Database Mode of Insert New Records to have new documents inserted into the database
Configure the connection to the database by selecting New Data Source...
Pick the column in the database that the path to the image file will be inserted into in the Output File Field
Pick the column in the database that the Revision Status will be inserted to in the Revision drop down
Pick the column in the database that the full text OCR information will be inserted to in the Full Text OCR field
Pick the column in the database that the total number of pages in the document will be inserted to in the Page Count drop down
If Default is selected in the Database step then a default Access Database will be created and all of the fields will be connected to the columns in the database, including the steps below in Set-up SimpleIndex Index Output to Database

SimpleIndex Index Output to Database Set-up[edit | edit source]

Configure the SimpleIndex Job Configuration to insert the index data to columns in the database
Open the Job Settings Wizard and select the Indexing & File Naming step
Select each field that you want to be inserted into the database one at a time and click the Edit button
Click Next to get to the Index Field Step
In the Database Matching section set the Field drop down to the column in the database that the data for that index field should be inserted into

SimpleIndex Full-page OCR Processing Set-up[edit | edit source]

If full text searching is required enabling Full Page OCR is required
Configure the SimpleIndex Job Configuration to convert all images to electronic text with Full Page OCR
Open the Job Settings Wizard and select the OCR step
Check the "Enable full-page OCR" option

SimpleSearch Job Configuration Creation & Set-up[edit | edit source]

Open the SimpleIndex Job Configuration that was set-up to insert the data into the database that you would like to search
Open the File Menu select Save As...
Select the folder to save the Searching Job Configuration file
Rename the file to something that indicates that it is a Searching Job Configuration
Open the Job Settings Wizard and select the Database step
Select the Database Mode of Retrieve and View Records to have the Job Configuration search for documents

SimpleIndex Full-page Text Searching Set-up[edit | edit source]

Open the SimpleIndex Job Configuration set-up for searching
Open the Job Settings Wizard and select the Indexing & File Naming step
Click the Add button to create a new Index Field for Full Text Searching
Pick Text in the Field Type drop down in the Field Type step and click Next
Name the field with something appropriate EX. Full Text Search
Click Next twice to get to the Template Control Step
Select the Full Text Column that was set in the Database step and click Add and Finish
Additional Full Text Search Fields can be created using the same process above with different index field names