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

• 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

• 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

• 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

• 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

• 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