Instructions to Set-up Searching: Difference between revisions
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* Configure the [[SimpleIndex]] [[Job Configuration]] to output to a database | * Configure the [[SimpleIndex]] [[Job Configuration]] to output to a database | ||
* Open the [[Job Settings Wizard]] and select the [[Database Step]] | * Open the [[Job Settings Wizard]] and select the [[Database Step]] | ||
* Enable the [[Database Mode]] of Insert to have new documents inserted into the database | * 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...]] | * 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 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 [[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 | * 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 | * 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 | * 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 | ||
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* Click Next to get to the [[Index Field Step]] | * 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 | * 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 | ||
== Set-up SimpleIndex Full-page OCR Processing == | |||
* 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 | |||
== Create & Set-up SimpleSearch Job Configuration == | == Create & Set-up SimpleSearch Job Configuration == | ||
* Open the [[SimpleIndex]] [[Job Configuration]] that was set-up to insert the data into the database that you would like to search | * 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 | * 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 | |||
== Set-up SimpleIndex Full-page Text Searching == | |||
* 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 Types 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 | |||
Revision as of 16:08, 20 May 2022
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.
Set-up SimpleIndex Database Output[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
Set-up SimpleIndex Index Output to Database[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
Set-up SimpleIndex Full-page OCR Processing[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
Create & Set-up SimpleSearch Job Configuration[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
Set-up SimpleIndex Full-page Text Searching[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 Types 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