Merge branch 'docs'

This commit is contained in:
James R. Barlow
2023-06-20 01:08:09 -07:00
7 changed files with 159 additions and 113 deletions

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@@ -310,16 +310,31 @@ stable user interface. They may be imported from
- The program was interrupted by pressing Ctrl+C.
.. _tmpdir:
Changing temporary storage location
===================================
OCRmyPDF generates many temporary files during processing.
To change where temporary files are stored, change the ``TMPDIR``
environment variable for ocrmypdf's environment. (Python's
``tempfile.gettempdir()`` returns the root directory in which temporary
files will be stored.) For example, one could redirect ``TMPDIR`` to a
large RAM disk to avoid wear on HDD/SSD and potentially improve
performance.
On Windows, the ``TEMP`` environment variable is used instead.
Debugging the intermediate files
================================
OCRmyPDF normally saves its intermediate results to a temporary folder
and deletes this folder when it exits, whether it succeeded or failed.
If the ``-k`` argument is issued on the command line, OCRmyPDF will keep
the temporary folder and print the location, whether it succeeded or
failed (provided the Python interpreter did not crash). An example
message is:
If the ``--keep-temporary-files`` (``-k```) argument is issued on the
command line, OCRmyPDF will keep the temporary folder and print the location,
whether it succeeded or failed. An example message is:
.. code-block:: none

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@@ -151,14 +151,14 @@ The watcher service is included in the OCRmyPDF Docker image. To run it:
.. code-block:: bash
docker run \
-v <path to files to convert>:/input \
-v <path to store results>:/output \
-v <path to store processed originals>:/archive \
-e OCR_OUTPUT_DIRECTORY_YEAR_MONTH=1 \
-e OCR_ON_SUCCESS_ARCHIVE=1 \
-e OCR_DESKEW=1 \
-e PYTHONUNBUFFERED=1 \
-it --entrypoint python3 \
--volume <path to files to convert>:/input \
--volume <path to store results>:/output \
--volume <path to store processed originals>:/archive \
--env OCR_OUTPUT_DIRECTORY_YEAR_MONTH=1 \
--env OCR_ON_SUCCESS_ARCHIVE=1 \
--env OCR_DESKEW=1 \
--env PYTHONUNBUFFERED=1 \
--interactive --tty --entrypoint python3 \
jbarlow83/ocrmypdf \
watcher.py
@@ -170,13 +170,13 @@ original to ``/archive``. The parameters to this image are:
:header: "Parameter", "Description"
:widths: 50, 50
"``-v <path to files to convert>:/input``", "Files placed in this location will be OCRed"
"``-v <path to store results>:/output``", "This is where OCRed files will be stored"
"``-v <path to store processed originals>:/archive``", "Archive processed originals here"
"``-e OCR_OUTPUT_DIRECTORY_YEAR_MONTH=1``", "Define environment variable ``OCR_OUTPUT_DIRECTORY_YEAR_MONTH=1`` to place files in the output in ``{output}/{year}/{month}/{filename}``"
"``-e OCR_ON_SUCCESS_ARCHIVE=1``", "Define environment variable ``OCR_ON_SUCCESS_ARCHIVE`` to move processed originals"
"``-e OCR_DESKEW=1``", "Define environment variable ``OCR_DESKEW`` to apply deskew to crooked input PDFs"
"``-e PYTHONBUFFERED=1``", "This will force ``STDOUT`` to be unbuffered and allow you to see messages in docker logs"
"``--volume <path to files to convert>:/input``", "Files placed in this location will be OCRed"
"``--volume <path to store results>:/output``", "This is where OCRed files will be stored"
"``--volume <path to store processed originals>:/archive``", "Archive processed originals here"
"``--env OCR_OUTPUT_DIRECTORY_YEAR_MONTH=1``", "Define environment variable ``OCR_OUTPUT_DIRECTORY_YEAR_MONTH=1`` to place files in the output in ``{output}/{year}/{month}/{filename}``"
"``--env OCR_ON_SUCCESS_ARCHIVE=1``", "Define environment variable ``OCR_ON_SUCCESS_ARCHIVE`` to move processed originals"
"``--env OCR_DESKEW=1``", "Define environment variable ``OCR_DESKEW`` to apply deskew to crooked input PDFs"
"``--env PYTHONBUFFERED=1``", "This will force ``STDOUT`` to be unbuffered and allow you to see messages in docker logs"
This service relies on polling to check for changes to the filesystem. It
may not be suitable for some environments, such as filesystems shared on a

87
docs/cloud.rst Normal file
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@@ -0,0 +1,87 @@
.. _ocr-service:
==================
Online deployments
==================
OCRmyPDF is designed to be used as a command line tool, but it can be
used in a web service. This document describes some considerations for
doing so.
A basic web service implementation is provided in the source code
repository, as ``misc/webservice.py``. It is only demonstration quality
and is not intended for production use.
OCRmyPDF is not designed for use as a public web service where a
malicious user could upload a chosen PDF. In particular, it is not
necessarily secure against PDF malware or PDFs that cause denial of
service. For further discussino of security, see :ref:`security`.
OCRmyPDF relies on Ghostscript, and therefore, if deployed
online one should be prepared to comply with Ghostscript's Affero GPL
license, and any other licenses.
Setting aside these concerns, a side effect of OCRmyPDF is that it may
incidentally sanitize PDFs containing certain types of malware. It
repairs the PDF with pikepdf/libqpdf, which could correct malformed PDF
structures that are part of an attack. When PDF/A output is selected
(the default), the input PDF is partially reconstructed by Ghostscript.
When ``--force-ocr`` is used, all pages are rasterized and reconverted
to PDF, which could remove malware in embedded images.
Limiting CPU usage
------------------
OCRmyPDF will attempt to use all available CPUs and storage, so
executing ``nice ocrmypdf`` or limiting the number of jobs with the
``--jobs`` argument may ensure the server remains responsive. Another option
would be to run OCRmyPDF jobs inside a Docker container, a virtual machine,
or a cloud instance, which can impose its own limits on CPU usage and be
terminated "from orbit" if it fails to complete.
Temporary storage requirements
------------------------------
OCRmyPDF will use a large amount of temporary storage for its work,
proportional to the total number of pixels needed to rasterize the PDF.
The raster image of a 8.5×11" color page at 300 DPI takes 25 MB
uncompressed; OCRmyPDF saves its intermediates as PNG, but that still
means it requires about 9 MB per intermediate based on average
compression ratios. Multiple intermediates per page are also required,
depending on the command line given. A rule of thumb would be to allow
100 MB of temporary storage per page in a file meaning that a small
cloud servers or small VM partitions should be provisioned with plenty
of extra space, if say, a 500 page file might be sent.
To change the temporary directory, see :ref:`tmpdir`.
On Amazon Web Services or other cloud vendors, consider setting your
temporary directory to `empheral
storage <https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/InstanceStorage.html>`__.
Timeouts
--------
To prevent excessively long OCR jobs consider setting
``--tesseract-timeout`` and/or ``--skip-big`` arguments. ``--skip-big``
is particularly helpful if your PDFs include documents such as reports
on standard page sizes with large images attached - often large images
are not worth OCR'ing anyway.
Document management systems
---------------------------
If you are looking for a full document management system, consider
`paperless-ngx <https://github.com/paperless-ngx/paperless-ngx>`__,
which is a web application that uses OCRmyPDF to automatically OCR and
archive documents.
Commercial OCR alternatives
---------------------------
The author also provides professional services that include OCR and
building databases around PDFs, and is happy to provide consultation.
Abbyy Cloud OCR is viable commercial alternative with a web services
API. Amazon Textract, Google Cloud Vision, and Microsoft Azure
Computer Vision provide advanced OCR but have less PDF rendering capability.

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@@ -20,7 +20,6 @@ image processing and OCR to existing PDFs.
introduction
release_notes
installation
optimizer
languages
jbig2
@@ -29,9 +28,11 @@ image processing and OCR to existing PDFs.
:maxdepth: 2
cookbook
optimizer
docker
advanced
batch
cloud
performance
pdfsecurity
errors

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@@ -70,13 +70,13 @@ This enables these languages for all packages (e.g. including aspell).
# Display a list of all Tesseract language packs
equery uses app-text/tessdata_fast
# Add English and German language support for Tesseract only
echo 'app-text/tessdata_fast l10n_de l10n_en' >> /etc/portage/package.use
# Add global English and German language support (the `l10n_` from equery has to be omitted)
echo L10N="de en" >> /etc/portage/make.conf
# update system to reflect changed USE flags
emerge --update --deep --newuse @world
@@ -101,7 +101,7 @@ derived Docker image as
Windows users
=============
The Tesseract installer provided by Chocolatey currently includes only English language.
To install other languages, download the respective language pack (``.traineddata`` file)
from https://github.com/tesseract-ocr/tessdata/ and place it in
The Tesseract installer provided by Chocolatey currently includes only English language.
To install other languages, download the respective language pack (``.traineddata`` file)
from https://github.com/tesseract-ocr/tessdata/ and place it in
``C:\\Program Files\\Tesseract-OCR\\tessdata`` (or wherever Tesseract OCR is installed).

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@@ -13,14 +13,33 @@ tuned. Optimization occurs after OCR, and only if OCR succeeded. It does not
perform other possible optimizations such as deduplicating resources,
consolidating fonts, simplifying vector drawings, or anything of that nature.
Optimization ranges from ``-O0`` through ``-O3``, where ``0`` disables
optimization and ``3`` implements all options. ``1``, the default, performs only
safe and lossless optimizations. (This is similar to GCC's optimization
parameter.) The exact type of optimizations performed will vary over time.
.. list-table:: Title
:widths: 33 6 60
:header-rows: 1
PDF optimization requires third-party, optional tools for certain optimizations.
If these are not installed or cannot be found by OCRmyPDF, optimization will not
be as good.
* - Optimization level
- Shorthand
- Description
* - ``--optimize 0``
- ``-O0``
- Disable most optimizations.
* - ``--optimize 1`` (default)
- ``-O1``
- Safe and lossless optimizations.
* - ``--optimize 2``
- ``-O2``
- Safe and lossy optimizations.
* - ``--optimize 3``
- ``-O3``
- Aggressive lossy optimizations.
The exact type of optimizations performed will vary over time, and depend on
the availability of third-party tools.
Despite optimizations, OCRmyPDF might still increase the overall file size,
since it must embed information about the recognized text, and depending on the
settings chosen, may not be able to represent the output file as compactly as
the input file.
Optimizations that always occurs
================================
@@ -37,12 +56,14 @@ Fast web view
OCRmyPDF automatically optimizes PDFs for "fast web view" in Adobe Acrobat's
parlance, or equivalently, linearizes PDFs so that the resources they reference
are presented in the order a viewer needs them for sequential display. This
reduces the latency of viewing a PDF both online and from local storage. This
actually slightly increases the file size.
reduces the latency of viewing a PDF both online and from local storage, in
exchange for a slight increase in file size.
To disable this optimization and all others, use ``ocrmypdf --optimize 0 ...``
or the shorthand ``-O0``.
Adobe Acrobat might not report the file as being "fast web view".
Lossless optimizations
======================

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@@ -54,84 +54,6 @@ into the existing PDF or it may essentially reconstruct ("re-fry") a
visually identical PDF that may be quite different at the binary level.
That said, OCRmyPDF is not a tool designed for sanitizing PDFs.
.. _ocr-service:
Using OCRmyPDF online or as a service
=====================================
OCRmyPDF is not designed for use as a public web service where a
malicious user could upload a chosen PDF. In particular, it is not
necessarily secure against PDF malware or PDFs that cause denial of
service. OCRmyPDF relies on Ghostscript, and therefore, if deployed
online one should be prepared to comply with Ghostscript's Affero GPL
license, and any other licenses.
Setting aside these concerns, a side effect of OCRmyPDF is that it may
incidentally sanitize PDFs containing certain types of malware. It
repairs the PDF with pikepdf/libqpdf, which could correct malformed PDF
structures that are part of an attack. When PDF/A output is selected
(the default), the input PDF is partially reconstructed by Ghostscript.
When ``--force-ocr`` is used, all pages are rasterized and reconverted
to PDF, which could remove malware in embedded images.
OCRmyPDF should be relatively safe to use in a trusted intranet, with
some considerations:
Limiting CPU usage
------------------
OCRmyPDF will attempt to use all available CPUs and storage, so
executing ``nice ocrmypdf`` or limiting the number of jobs with the
``-j`` argument may ensure the server remains available. Another option
would be to run OCRmyPDF jobs inside a Docker container, a virtual machine,
or a cloud instance, which can impose its own limits on CPU usage and be
terminated "from orbit" if it fails to complete.
Temporary storage requirements
------------------------------
OCRmyPDF will use a large amount of temporary storage for its work,
proportional to the total number of pixels needed to rasterize the PDF.
The raster image of a 8.5×11" color page at 300 DPI takes 25 MB
uncompressed; OCRmyPDF saves its intermediates as PNG, but that still
means it requires about 9 MB per intermediate based on average
compression ratios. Multiple intermediates per page are also required,
depending on the command line given. A rule of thumb would be to allow
100 MB of temporary storage per page in a file meaning that a small
cloud servers or small VM partitions should be provisioned with plenty
of extra space, if say, a 500 page file might be sent.
To check temporary storage usage on actual files, run
``ocrmypdf -k ...`` which will preserve and print the path to temporary
storage when the job is done.
To change where temporary files are stored, change the ``TMPDIR``
environment variable for ocrmypdf's environment. (Python's
``tempfile.gettempdir()`` returns the root directory in which temporary
files will be stored.) For example, one could redirect ``TMPDIR`` to a
large RAM disk to avoid wear on HDD/SSD and potentially improve
performance. On Amazon Web Services, ``TMPDIR`` can be set to `empheral
storage <https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/InstanceStorage.html>`__.
Timeouts
--------
To prevent excessively long OCR jobs consider setting
``--tesseract-timeout`` and/or ``--skip-big`` arguments. ``--skip-big``
is particularly helpful if your PDFs include documents such as reports
on standard page sizes with large images attached - often large images
are not worth OCR'ing anyway.
Commercial alternatives
-----------------------
The author also provides professional services that include OCR and
building databases around PDFs, and is happy to provide consultation.
Abbyy Cloud OCR is viable commercial alternative with a web services
API. Amazon Textract, Google Cloud Vision, and Microsoft Azure
Computer Vision provide advanced OCR but have less PDF rendering capability.
Password protection, digital signatures and certification
=========================================================