Licensing & Activation: Difference between revisions

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This section outlines some of the key components to a document scanning and indexing workflow and how SimpleIndex implements them. The actual settings screens will be easier to understand once the underlying concepts are explained.
All Simple Software applications share a common Activation screen. While this page refers to SimpleIndex, the activation process is the same for all.


= Demo/Registration Screen =
== Demo/Registration Screen ==


When SimpleIndex is first installed, it is automatically set to run in Demo Mode, with the expiration date set to 30 days after you first run the program. Demo Mode can run as SimpleIndex Full with all optional features enabled, or it can emulate the SimpleSearch view-only. You must restart SimpleIndex to switch between modes.
When SimpleIndex is first installed, it is automatically set to run in Demo Mode, with the expiration date set to 30 days after you first run the program. Demo Mode can run as SimpleIndex Full with all optional features enabled, or it can emulate the SimpleSearch view-only. You must restart SimpleIndex to switch between modes.
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== Starting in Demo Mode ==
== Starting in Demo Mode ==


To start SimpleIndex in demo mode, click Launch SimpleIndex. Click SimpleSearch Demo to emulate a search-only license. Close will exit the application.
To start SimpleIndex in demo mode, click Launch SimpleIndex.  
 
Click [[SimpleSearch]] Demo to emulate a search-only license.  
 
Close will exit the application.
 
While in demo mode, SimpleIndex will apply a watermark to any processed images and add the word "DEMO" to any generated filenames. Be sure to make a backup copy of any images you use for testing with the demo version.
 
== Starting in Freeware Mode ==
 
[[SimpleView Application|SimpleView]], [[SimpleCoversheet]], [[SimpleExport]] and [[SimpleSend]] each have a freeware version that allows partial functionality without a license or time limit. Click the "Use Free Version" button to launch the freeware version of these applications.


== License Activation ==
== License Activation ==


To register SimpleIndex, enter your serial number in the box and click Activate. If you are connected to the Internet, and no firewall is blocking it, SimpleIndex will connect to the activation server and register automatically.  
To activate SimpleIndex, enter your serial number in the box and click Activate. If you are connected to the Internet, and no firewall is blocking it, SimpleIndex will connect to the activation server and register automatically.  


If connectivity problems prevent communication with the activation server, you may activate offline by clicking the Offline Activation button and following the on-screen instructions.
If connectivity problems prevent communication with the activation server, you may activate offline by clicking the Offline Activation button and following the on-screen instructions.


= Processing Stages =
* [[Online Activation Instructions]]
* [[Offline Activation Instructions]]
 
<div class="center" style="width: auto; margin-left: auto; margin-right: auto;"><youtube>WFHgKE60MQA</youtube></div>
 
== License Deactivation ==
 
To deactivate a license from a computer the Serial Code needs to be transferred from the computer.  Once the Serial Code has been transferred and deactivated it can be activated on a new computer with the standard license activation process.
 
* [[Online Deactivation Instructions]]
* [[Offline Deactivation Instructions]]
 
== Concurrent Licenses ==
 
Concurrent user licenses must have an active internet connection to work. Each time you run the application, the activation server is contacted to "check out" the license. When the program is closed (or after a 2 hour timeout period), the license is "checked in" so another user can run the application.
 
== Firewall Settings ==


SimpleIndex is designed to process documents in the following stages, starting when the user clicks the Run Job button.
If firewalls prevent the connection to the activation server, enable connection to:


# [[Import]] images from the Input folder or scan new images (5.3.2)
* api.licensespring.com & saas.licensepring.com (version 9.2.52 or above)
#
* www.simpleindex.com (all previous versions)
# [[Process]] images, performing [[PDF Processing]], [[Auto-rotate]], [[OCR]], [[Barcode Recognition]], [[Despeckle]] and [[Deskew]].
* both use port 80/443 for the normal web traffic used internally
#
#
# [[Manually review images and index values]] from OCR and Barcode Recognition. Manually enter index values that are not populated automatically.
#
#
#
# [[Audit the batch]] (optional) to ensure all required documents are present and all index information is entered correctly.
#
#
#
#
# [[Export the images and index information]] to the Output folder. [[Subfolders and filenames]] are determined by the index options you select. <br><br>If enabled, [[Insert mode]] will create records in your database and populate them with the index values from this batch. <br><br>Index, batch, and audit [[log files]] are written to the Log folder and log files/database records are created.


SimpleIndex is unique because it performs all the enabled stages sequentially without user intervention. Other programs require a separate command to initiate each step, slowing productivity in single-workstation environments. When you click the [[Run Job]] button, SimpleIndex scans, processes, and exports the images automatically according to your configuration settings.
== Activation Issues ==


An even greater degree of automation can be achieved if all of the index values can be automated through [[Barcodes]], [[OCR]], or the [[Command Line Interface]]. Using [[Pre-Indexed]] batches, you can skip step 3 and perform scanning, processing, and export without any user intervention whatsoever. This allows you to run SimpleIndex by just double-clicking the job file, or by launching it from another program.
If using version 9.2.52 or later and there are issues with activation after opening the firewall to the website and port then two logs are needed. These logs should be sent to [mailto:support@simpleindex.com SimpleIndex Support]


When configuring SimpleIndex, keep these stages in mind and think about what your particular job requires at each step. This will help you make sense of the many options available to you.
Please follow these instructions for generating and sending the required log files:


= File Naming Schemes =
* Download the replacement registry file that enables logging - [http://www.scanstore.com/downloads/SimpleRegister-Test.zip SimpleRegister-Test.dll Zip File]
* Once downloaded, unzip the files from the SimpleRegister-Test.dll.zip file that were downloaded
* Move the "SimpleRegister.NET.dll" that was unzipped to this folder:  C:\Program Files (x86)\SimpleIndex
* Go through the Activation process with the Serial Code included with the order
* Locate the log file in this folder named "SimpleRegister.log":  C:\Temp
* Locate the log file in this folder named "LicenseSpringLog.txt":  C:\ProgramData\Simple Software\SimpleIndex
* Attached each of these two logs to an email and sent to [mailto:support@simpleindex.com SimpleIndex Support]


SimpleIndex’s file naming parameters allow you to organize scanned documents logically using folders and [[filenames]], making it easy for users to find the file they need using Windows Explorer. File naming conventions also allow you to link images to existing database records by assuming images are saved with a specific folder and filename, eliminating the need for data imports.
== [[Annual Maintenance]] ==


File naming conventions are how SimpleIndex combines pages in a multi-page document into a single file. If you are used to other document management applications, this may be a different way of doing things. SimpleIndex considers any set of images that have the same index values a single document. At the end of the job, the export file is determined by the index values, and matching images are combined into one multi-page file. This simplifies the indexing process and makes it possible for pages in a single document to occur non-consecutively in a batch. This also makes it possible to append pages  to previously scanned documents at a later date.
Keeping current on [[Annual Maintenance]] is necessary to receive technical support and software updates for all Simple Software products.


[[File:SimpleIndex SetUp File Naming Scheme Folders & Filenames Index Stage.png|300px|thumb|right|alt=SimpleIndex SetUp File Naming Scheme Folders & Filenames Index Stage|SimpleIndex SetUp File Naming Scheme Folders & Filenames Index Stage]]
All licenses except for subscription-based ones are perpetual and will continue to work even if maintenance is not renewed.


Each index field you define has the option to be used as a folder level or filename. When exporting, SimpleIndex goes through the index fields in order, creating folders for each field where Folder is checked, and creating the filename by linking the index values that have Filename checked. For the pictured example, if the Output folder is “c:\output” and the Field Separator is “-“ the files would be named:
== Related Knowledge Base Articles ==


C:\output\Account #\Order #-Company-Customer Order #-Sales Person.tif
* [https://www.simpleindex.com/knowledge-base/workstation-activation-in-the-concurrent-serial-number-field/ Workstation Activation in the Concurrent Serial Number Field]
* [https://www.simpleindex.com/knowledge-base/license-activation-issues/ License Activation Issues]
* [https://www.simpleindex.com/knowledge-base/start-up-issues-with-simpleindex/ Start up issues with SimpleIndex]
* [https://www.simpleindex.com/knowledge-base/how-to-activate-server-add-on-to-simpleindex/ How to activate any Add-on or Upgrade to SimpleIndex?]
* [https://www.simpleindex.com/knowledge-base/simpleindex-license-url-webpage-website/ SimpleIndex License Server URL]
* [https://www.simpleindex.com/knowledge-base/how-do-i-transfer-an-existing-simpleindex-license-to-another-computer/ How do I transfer an existing SimpleIndex license to another computer?]
* [https://www.simpleindex.com/knowledge-base/my-demo-expired-and-i-am-not-through-evaluating-can-i-extend-the-trial-period/ My demo expired and I am not through evaluating. Can I extend the trial period?]
* [https://www.simpleindex.com/knowledge-base/how-do-i-purchase/ How do I purchase, register and activate Simple Software products?]
* [https://www.simpleindex.com/knowledge-base/how-are-simple-software-products-licensed/ How are Simple Software products licensed?]

Latest revision as of 17:58, 31 January 2024

All Simple Software applications share a common Activation screen. While this page refers to SimpleIndex, the activation process is the same for all.

Demo/Registration Screen[edit | edit source]

When SimpleIndex is first installed, it is automatically set to run in Demo Mode, with the expiration date set to 30 days after you first run the program. Demo Mode can run as SimpleIndex Full with all optional features enabled, or it can emulate the SimpleSearch view-only. You must restart SimpleIndex to switch between modes.

SimpleIndex Simple Setup SimpleSoftware Demo Registration Screen Steps
SimpleIndex Simple Setup SimpleSoftware Demo Registration Screen Steps

Starting in Demo Mode[edit | edit source]

To start SimpleIndex in demo mode, click Launch SimpleIndex.

Click SimpleSearch Demo to emulate a search-only license.

Close will exit the application.

While in demo mode, SimpleIndex will apply a watermark to any processed images and add the word "DEMO" to any generated filenames. Be sure to make a backup copy of any images you use for testing with the demo version.

Starting in Freeware Mode[edit | edit source]

SimpleView, SimpleCoversheet, SimpleExport and SimpleSend each have a freeware version that allows partial functionality without a license or time limit. Click the "Use Free Version" button to launch the freeware version of these applications.

License Activation[edit | edit source]

To activate SimpleIndex, enter your serial number in the box and click Activate. If you are connected to the Internet, and no firewall is blocking it, SimpleIndex will connect to the activation server and register automatically.

If connectivity problems prevent communication with the activation server, you may activate offline by clicking the Offline Activation button and following the on-screen instructions.

License Deactivation[edit | edit source]

To deactivate a license from a computer the Serial Code needs to be transferred from the computer. Once the Serial Code has been transferred and deactivated it can be activated on a new computer with the standard license activation process.

Concurrent Licenses[edit | edit source]

Concurrent user licenses must have an active internet connection to work. Each time you run the application, the activation server is contacted to "check out" the license. When the program is closed (or after a 2 hour timeout period), the license is "checked in" so another user can run the application.

Firewall Settings[edit | edit source]

If firewalls prevent the connection to the activation server, enable connection to:

  • api.licensespring.com & saas.licensepring.com (version 9.2.52 or above)
  • www.simpleindex.com (all previous versions)
  • both use port 80/443 for the normal web traffic used internally

Activation Issues[edit | edit source]

If using version 9.2.52 or later and there are issues with activation after opening the firewall to the website and port then two logs are needed. These logs should be sent to SimpleIndex Support

Please follow these instructions for generating and sending the required log files:

  • Download the replacement registry file that enables logging - SimpleRegister-Test.dll Zip File
  • Once downloaded, unzip the files from the SimpleRegister-Test.dll.zip file that were downloaded
  • Move the "SimpleRegister.NET.dll" that was unzipped to this folder: C:\Program Files (x86)\SimpleIndex
  • Go through the Activation process with the Serial Code included with the order
  • Locate the log file in this folder named "SimpleRegister.log": C:\Temp
  • Locate the log file in this folder named "LicenseSpringLog.txt": C:\ProgramData\Simple Software\SimpleIndex
  • Attached each of these two logs to an email and sent to SimpleIndex Support

Annual Maintenance[edit | edit source]

Keeping current on Annual Maintenance is necessary to receive technical support and software updates for all Simple Software products.

All licenses except for subscription-based ones are perpetual and will continue to work even if maintenance is not renewed.

Related Knowledge Base Articles[edit | edit source]