Continuing rst -> md

This commit is contained in:
James R. Barlow
2025-04-17 02:27:59 -07:00
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% SPDX-FileCopyrightText: 2025 James R. Barlow
% SPDX-License-Identifier: CC-BY-SA-4.0
{#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
[security](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 [tmpdir](advanced#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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.. SPDX-FileCopyrightText: 2023 James R. Barlow
..
.. SPDX-License-Identifier: CC-BY-SA-4.0
.. _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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% SPDX-FileCopyrightText: 2023 James R. Barlow
% SPDX-License-Identifier: CC-BY-SA-4.0
# Design notes
## Why doesn\'t OCRmyPDF use PyTesseract?
PyTesseract is a Python wrapper around the Tesseract OCR engine. When
OCRmyPDF was first written, PyTesseract used ABI bindings to call the
Tesseract library. This was not a good fit for OCRmyPDF because ABI
bindings can be fragile.
PyTesseract has since evolved calling the Tesseract executable,
abandoning the ABI approach and using the CLI instead, just like
OCRmyPDF does. If it were written from scratch today, OCRmyPDF might use
PyTesseract.
PyTesseract has more features don\'t particularly need PDF output, but
less features than OCRmyPDF\'s API for creating PDFs.
## What is `executor()`?
OCRmyPDF uses a custom concurrent executor which can support either
threads or processes with the same interface. This is useful because
OCRmyPDF can use either threads or processes to parallelize work,
whichever is more appropriate for the task at hand.
The interface is currently private and subject to change. In particular,
if experiments with asyncio and anyio are successful, the interface will
change.
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.. SPDX-FileCopyrightText: 2023 James R. Barlow
.. SPDX-License-Identifier: CC-BY-SA-4.0
============
Design notes
============
Why doesn't OCRmyPDF use PyTesseract?
=====================================
PyTesseract is a Python wrapper around the Tesseract OCR engine. When OCRmyPDF was
first written, PyTesseract used ABI bindings to call the Tesseract library. This
was not a good fit for OCRmyPDF because ABI bindings can be fragile.
PyTesseract has since evolved calling the Tesseract executable, abandoning the ABI
approach and using the CLI instead, just like OCRmyPDF does. If it were written from
scratch today, OCRmyPDF might use PyTesseract.
PyTesseract has more features don't particularly need PDF output, but less features
than OCRmyPDF's API for creating PDFs.
What is ``executor()``?
=======================
OCRmyPDF uses a custom concurrent executor which can support either threads or
processes with the same interface. This is useful because OCRmyPDF can use
either threads or processes to parallelize work, whichever is more appropriate
for the task at hand.
The interface is currently private and subject to change. In particular, if
experiments with asyncio and anyio are successful, the interface will change.
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% SPDX-FileCopyrightText: 2022 James R. Barlow
% SPDX-License-Identifier: CC-BY-SA-4.0
# Common error messages
## Page already has text
:::{code}
ERROR - 1: page already has text! aborting (use --force-ocr to force OCR)
:::
You ran ocrmypdf on a file that already contains printable text or a
hidden OCR text layer (it can\'t quite tell the difference). You
probably don\'t want to do this, because the file is already searchable.
As the error message suggests, your options are:
- `ocrmypdf --force-ocr` to
`rasterize <raster-vector>`{.interpreted-text role="ref"} all vector
content and run OCR on the images. This is useful if a previous OCR
program failed, or if the document contains a text watermark.
- `ocrmypdf --skip-text` to skip OCR and other processing on any pages
that contain text. Text pages will be copied into the output PDF
without modification.
- `ocrmypdf --redo-ocr` to scan the file for any existing OCR
(non-printing text), remove it, and do OCR again. This is one way to
take advantage of improvements in OCR accuracy. Printable vector
text is excluded from OCR, so this can be used on files that contain
a mix of digital and scanned files.
## Input file \'filename\' is not a valid PDF
OCRmyPDF checks files with pikepdf, a library that in turn uses libqpdf
to fixes errors in PDFs, before it tries to work on them. In most cases
this happens because the PDF is corrupt and truncated (incomplete file
copying) and not much can be done.
You can try rewriting the file with Ghostscript:
:::{code} bash
gs -o output.pdf -dSAFER -sDEVICE=pdfwrite input.pdf
:::
`pdftk` can also rewrite PDFs:
:::{code} bash
pdftk input.pdf cat output output.pdf
:::
Sometimes Acrobat can repair PDFs with its [Preflight
tool](https://helpx.adobe.com/acrobat/using/correcting-problem-areas-preflight-tool.html).
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.. SPDX-FileCopyrightText: 2022 James R. Barlow
..
.. SPDX-License-Identifier: CC-BY-SA-4.0
=====================
Common error messages
=====================
Page already has text
=====================
.. code-block::
ERROR - 1: page already has text! aborting (use --force-ocr to force OCR)
You ran ocrmypdf on a file that already contains printable text or a
hidden OCR text layer (it can't quite tell the difference). You probably
don't want to do this, because the file is already searchable.
As the error message suggests, your options are:
- ``ocrmypdf --force-ocr`` to :ref:`rasterize <raster-vector>` all
vector content and run OCR on the images. This is useful if a
previous OCR program failed, or if the document contains a text
watermark.
- ``ocrmypdf --skip-text`` to skip OCR and other processing on any
pages that contain text. Text pages will be copied into the output
PDF without modification.
- ``ocrmypdf --redo-ocr`` to scan the file for any existing OCR
(non-printing text), remove it, and do OCR again. This is one way
to take advantage of improvements in OCR accuracy. Printable vector
text is excluded from OCR, so this can be used on files that contain
a mix of digital and scanned files.
Input file 'filename' is not a valid PDF
========================================
OCRmyPDF checks files with pikepdf, a library that in turn uses libqpdf to fixes
errors in PDFs, before it tries to work on them. In most cases this happens
because the PDF is corrupt and truncated (incomplete file copying) and not much
can be done.
You can try rewriting the file with Ghostscript:
.. code-block:: bash
gs -o output.pdf -dSAFER -sDEVICE=pdfwrite input.pdf
``pdftk`` can also rewrite PDFs:
.. code-block:: bash
pdftk input.pdf cat output output.pdf
Sometimes Acrobat can repair PDFs with its `Preflight
tool <https://helpx.adobe.com/acrobat/using/correcting-problem-areas-preflight-tool.html>`__.
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% SPDX-FileCopyrightText: 2022 James R. Barlow
% SPDX-License-Identifier: CC-BY-SA-4.0
{#jbig2}
# Installing the JBIG2 encoder
Most Linux distributions do not include a JBIG2 encoder since JBIG2
encoding was patented for a long time. All known JBIG2 US patents have
expired as of 2017, but it is possible that unknown patents exist.
JBIG2 encoding is recommended for OCRmyPDF and is used to losslessly
create smaller PDFs. If JBIG2 encoding is not available, lower quality
CCITT encoding will be used for monochrome images.
JBIG2 decoding is not patented and is performed automatically by most
PDF viewers. It is widely supported and has been part of the PDF
specification since 2001.
JBIG encoding is automatically provided by these OCRmyPDF packages: -
Docker image (both Ubuntu and Alpine) - Snap package - ArchLinux AUR
package - Alpine Linux package - Homebrew on macOS
For all other platforms, you would need to build the JBIG2 encoder from
source:
:::{code} bash
git clone https://github.com/agl/jbig2enc
cd jbig2enc
./autogen.sh
./configure && make
[sudo] make install
:::
Dependencies include libtoolize and libleptonica, which on Ubuntu
systems are packaged as libtool and libleptonica-dev. On Fedora (35)
they are packaged as libtool and leptonica-devel. For this to work,
please make sure to install `autotools`, `automake`, `libtool` and
`leptonica` first if not already installed.
:::{code} bash
[sudo] apt install autotools-dev automake libtool libleptonica-dev
:::
{#jbig2-lossy}
## Lossy mode JBIG2
OCRmyPDF provides lossy mode JBIG2 as an advanced and potentially
dangerous feature. Users should [review the technical concerns with
JBIG2 in lossy mode](https://en.wikipedia.org/wiki/JBIG2#Disadvantages)
and decide if this feature is acceptable for their use case. In general,
this mode should not be used for archival purposes, should not be used
when the original document is not available or will be destroyed, and
should not be used when numbers present in the document are important,
because there is a risk of 6/8 and 8/6 substitution errors.
JBIG2 lossy mode does achieve higher compression ratios than any other
monochrome (bitonal) compression technology; for large text documents
the savings are considerable. JBIG2 lossless still gives great
compression ratios and is a major improvement over the older CCITT G4
standard.
To turn on JBIG2 lossy mode, add the argument `--jbig2-lossy`.
`--optimize {1,2,3}` are necessary for the argument to take effect also
required. Also, a JBIG2 encoder must be installed as described in the
previous section.
You can adjust the threshold for JBIG2 compression with the
`--jbig2-threshold`. The default is 0.85, meaning that if two symbols
are 85% similar, they will be compressed together.
*Due to an oversight, ocrmypdf v7.0 and v7.1 used lossy mode by
default.*
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.. SPDX-FileCopyrightText: 2022 James R. Barlow
..
.. SPDX-License-Identifier: CC-BY-SA-4.0
.. _jbig2:
============================
Installing the JBIG2 encoder
============================
Most Linux distributions do not include a JBIG2 encoder since JBIG2
encoding was patented for a long time. All known JBIG2 US patents have
expired as of 2017, but it is possible that unknown patents exist.
JBIG2 encoding is recommended for OCRmyPDF and is used to losslessly
create smaller PDFs. If JBIG2 encoding is not available, lower quality
CCITT encoding will be used for monochrome images.
JBIG2 decoding is not patented and is performed automatically by most
PDF viewers. It is widely supported and has been part of the PDF
specification since 2001.
JBIG encoding is automatically provided by these OCRmyPDF packages:
- Docker image (both Ubuntu and Alpine)
- Snap package
- ArchLinux AUR package
- Alpine Linux package
- Homebrew on macOS
For all other platforms, you would need to build the JBIG2 encoder from source:
.. code-block:: bash
git clone https://github.com/agl/jbig2enc
cd jbig2enc
./autogen.sh
./configure && make
[sudo] make install
Dependencies include libtoolize and libleptonica, which on Ubuntu systems
are packaged as libtool and libleptonica-dev. On Fedora (35) they are packaged
as libtool and leptonica-devel. For this to work, please make sure to install
``autotools``, ``automake``, ``libtool`` and ``leptonica`` first if not already
installed.
.. code-block:: bash
[sudo] apt install autotools-dev automake libtool libleptonica-dev
.. _jbig2-lossy:
Lossy mode JBIG2
================
OCRmyPDF provides lossy mode JBIG2 as an advanced and potentially dangerous
feature. Users should
`review the technical concerns with JBIG2 in lossy
mode <https://en.wikipedia.org/wiki/JBIG2#Disadvantages>`__
and decide if this feature is acceptable for their use case. In general,
this mode should not be used for archival purposes, should not be used when
the original document is not available or will be destroyed, and should
not be used when numbers present in the document are important, because
there is a risk of 6/8 and 8/6 substitution errors.
JBIG2 lossy mode does achieve higher compression ratios than any other
monochrome (bitonal) compression technology; for large text documents
the savings are considerable. JBIG2 lossless still gives great
compression ratios and is a major improvement over the older CCITT G4
standard.
To turn on JBIG2 lossy mode, add the argument ``--jbig2-lossy``.
``--optimize {1,2,3}`` are necessary for the argument to take effect
also required. Also, a JBIG2 encoder must be installed as described in
the previous section.
You can adjust the threshold for JBIG2 compression with the
``--jbig2-threshold``. The default is 0.85, meaning that if two symbols
are 85% similar, they will be compressed together.
*Due to an oversight, ocrmypdf v7.0 and v7.1 used lossy mode by
default.*
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% SPDX-FileCopyrightText: 2022 James R. Barlow
% SPDX-License-Identifier: CC-BY-SA-4.0
# Maintainer notes
This is for those who package OCRmyPDF for downstream use. (Thank you
for your hard work.)
## Known ports/packagers
OCRmyPDF has been ported to many platforms already. If you are
interesting in porting to a new platform, check with
[Repology](https://repology.org/projects/?search=ocrmypdf) to see the
status of that platform.
### Make sure you can package pikepdf
pikepdf, created by the same author, is a mixed Python and C++14 package
with much stiffer build requirements. If you want to use OCRmyPDF on
some novel platform or distribution, first make sure you can package
pikepdf.
### Non-Python dependencies
Note that we have non-Python dependencies. In particular, OCRmyPDF
requires Ghostscript and Tesseract OCR to be installed and needs to be
able to locate their binaries on the system PATH. On Windows, OCRmyPDF
will also check the registry for their locations.
Tesseract OCR relies on SIMD for performance and only has proper support
for this on ARM and x86\_64. Performance may be poor on other processor
architectures.
### Versioning scheme
OCRmyPDF uses hatch-vcs for versioning, which derives the version from
Git as a single source of truth. This may be unsuitable for some
distributions, e.g. to indicate that your distribution modifies OCRmyPDF
in some way.
You can patch the `__version__` variable in `src/ocrmypdf/_version.py`
if necessary, or set the environment variable
`SETUPTOOLS_SCM_PRETEND_VERSION` to the required version, if you need to
override versioning for some reason.
### jbig2enc
OCRmyPDF will use jbig2enc, a JBIG2 encoder, if one can be found. Some
distributions have shied away from packaging JBIG2 because it contains
patented algorithms, but all patents have expired since 2017. If
possible, consider packaging it too to improve OCRmyPDF\'s compression.
### Command line completions
Please ensure that command line completions are installed, as described
in the installation documentation.
### 32-bit Linux support
If you maintain a Linux distribution that supports 32-bit x86 or ARM,
OCRmyPDF should continue to work as long as all of its dependencies
continue to be available in 32-bit form. Please note we do not test on
32-bit platforms.
### HEIF/HEIC
OCRmyPDF defaults to installing the pi-heif PyPI package, which supports
converting HEIF (High Efficiency Image File Format) images to PDF from
the command line. If your distribution does not have this library
available, you can exclude it and OCRmyPDF will gracefully degrade
automatically, losing only support for this feature.
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.. SPDX-FileCopyrightText: 2022 James R. Barlow
..
.. SPDX-License-Identifier: CC-BY-SA-4.0
================
Maintainer notes
================
This is for those who package OCRmyPDF for downstream use. (Thank you
for your hard work.)
Known ports/packagers
=====================
OCRmyPDF has been ported to many platforms already. If you are interesting in
porting to a new platform, check with
`Repology <https://repology.org/projects/?search=ocrmypdf>`__ to see the status
of that platform.
Make sure you can package pikepdf
---------------------------------
pikepdf, created by the same author, is a mixed Python and C++14 package with
much stiffer build requirements. If you want to use OCRmyPDF on some novel platform
or distribution, first make sure you can package pikepdf.
Non-Python dependencies
-----------------------
Note that we have non-Python dependencies. In particular, OCRmyPDF requires
Ghostscript and Tesseract OCR to be installed and needs to be able to locate their
binaries on the system PATH. On Windows, OCRmyPDF will also check the registry
for their locations.
Tesseract OCR relies on SIMD for performance and only has proper support for this
on ARM and x86_64. Performance may be poor on other processor architectures.
Versioning scheme
-----------------
OCRmyPDF uses hatch-vcs for versioning, which derives the version from
Git as a single source of truth. This may be unsuitable for some distributions, e.g.
to indicate that your distribution modifies OCRmyPDF in some way.
You can patch the ``__version__`` variable in ``src/ocrmypdf/_version.py`` if
necessary, or set the environment variable ``SETUPTOOLS_SCM_PRETEND_VERSION``
to the required version, if you need to override versioning for some reason.
jbig2enc
--------
OCRmyPDF will use jbig2enc, a JBIG2 encoder, if one can be found. Some distributions
have shied away from packaging JBIG2 because it contains patented algorithms, but
all patents have expired since 2017. If possible, consider packaging it too to
improve OCRmyPDF's compression.
Command line completions
------------------------
Please ensure that command line completions are installed, as described in the
installation documentation.
32-bit Linux support
--------------------
If you maintain a Linux distribution that supports 32-bit x86 or ARM, OCRmyPDF
should continue to work as long as all of its dependencies continue to be
available in 32-bit form. Please note we do not test on 32-bit platforms.
HEIF/HEIC
---------
OCRmyPDF defaults to installing the pi-heif PyPI package, which supports converting
HEIF (High Efficiency Image File Format) images to PDF from the command line.
If your distribution does not have this library available, you can exclude it and
OCRmyPDF will gracefully degrade automatically, losing only support for this
feature.
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% SPDX-FileCopyrightText: 2022 James R. Barlow
% SPDX-License-Identifier: CC-BY-SA-4.0
# PDF optimization
OCRmyPDF includes an image-oriented PDF optimizer. By default, the
optimizer runs with safe settings with the goal of improving compression
at no loss of quality. At higher optimization levels, lossy
optimizations may be applied and 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.
:::{list-table} OCRmyPDF optimization settings
---
widths: 33 6 60
header-rows: 1
---
* - 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
OCRmyPDF will automatically replace obsolete or inferior compression
schemes such as RLE or LZW with superior schemes such as Deflate, and
convert monochrome images to CCITT G4. Since this is lossless, it always
occurs and there is no way to disable it. Other non-image compressed
objects are compressed as well.
## 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, 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
At optimization level `-O1` (the default), OCRmyPDF will also attempt
lossless image optimization.
If a JBIG2 encoder is available, then monochrome images will be
converted to JBIG2, with the potential for huge savings on large black
and white images, since JBIG2 is far more efficient than any other
monochrome (bi-level) compression. (All known US patents related to
JBIG2 have probably expired, but it remains the responsibility of the
user to supply a JBIG2 encoder such as
[jbig2enc](https://github.com/agl/jbig2enc). OCRmyPDF does not implement
JBIG2 encoding on its own.)
OCRmyPDF currently does not attempt to recompress losslessly compressed
objects more aggressively.
## Lossy optimizations
At optimization level `-O2` and `-O3`, OCRmyPDF will some attempt lossy
image optimization.
If `pngquant` is installed, OCRmyPDF will use it to perform quantize
paletted images to reduce their size.
The quality of JPEGs may be lowered, on the assumption that a lower
quality image may be suitable for storage after OCR.
It is not possible to optimize all image types. Uncommon image types may
be skipped by the optimizer.
OCRmyPDF provides `lossy mode JBIG2 <jbig2-lossy>`{.interpreted-text
role="ref"} as an advanced feature that additional requires the argument
`--jbig2-lossy`.
-100
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@@ -1,100 +0,0 @@
.. SPDX-FileCopyrightText: 2022 James R. Barlow
..
.. SPDX-License-Identifier: CC-BY-SA-4.0
================
PDF optimization
================
OCRmyPDF includes an image-oriented PDF optimizer. By default, the optimizer
runs with safe settings with the goal of improving compression at no loss of
quality. At higher optimization levels, lossy optimizations may be applied and
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.
.. list-table:: Title
:widths: 33 6 60
:header-rows: 1
* - 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
================================
OCRmyPDF will automatically replace obsolete or inferior compression schemes
such as RLE or LZW with superior schemes such as Deflate, and convert
monochrome images to CCITT G4. Since this is lossless, it always occurs and there
is no way to disable it. Other non-image compressed objects are compressed as
well.
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, 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
======================
At optimization level ``-O1`` (the default), OCRmyPDF will also attempt lossless
image optimization.
If a JBIG2 encoder is available, then monochrome images will be converted to
JBIG2, with the potential for huge savings on large black and white images,
since JBIG2 is far more efficient than any other monochrome (bi-level)
compression. (All known US patents related to JBIG2 have probably expired, but
it remains the responsibility of the user to supply a JBIG2 encoder such as
`jbig2enc <https://github.com/agl/jbig2enc>`__. OCRmyPDF does not implement
JBIG2 encoding on its own.)
OCRmyPDF currently does not attempt to recompress losslessly compressed objects
more aggressively.
Lossy optimizations
===================
At optimization level ``-O2`` and ``-O3``, OCRmyPDF will some attempt lossy
image optimization.
If ``pngquant`` is installed, OCRmyPDF will use it to perform quantize paletted
images to reduce their size.
The quality of JPEGs may be lowered, on the assumption that a lower quality
image may be suitable for storage after OCR.
It is not possible to optimize all image types. Uncommon image types may be
skipped by the optimizer.
OCRmyPDF provides :ref:`lossy mode JBIG2 <jbig2-lossy>` as an advanced feature
that additional requires the argument ``--jbig2-lossy``.
+47 -59
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@@ -1,15 +1,9 @@
.. SPDX-FileCopyrightText: 2022 James R. Barlow
..
.. SPDX-License-Identifier: CC-BY-SA-4.0
{#security}
.. _security:
# PDF security issues
===================
PDF security issues
===================
OCRmyPDF should only be used on PDFs you trust. It is not designed to
protect you against malware.
> OCRmyPDF should only be used on PDFs you trust. It is not designed to
> protect you against malware.
Recognizing that many users have an interest in handling PDFs and
applying OCR to PDFs they did not generate themselves, this article
@@ -18,89 +12,84 @@ themselves.
The disclaimer applies: this software has no warranties of any kind.
PDFs may contain malware
========================
## PDFs may contain malware
PDF is a rich, complex file format. The official PDF 1.7 specification,
ISO 32000:2008, is hundreds of pages long and references several annexes
each of which are similar in length. PDFs can contain video, audio, XML,
JavaScript and other programming, and forms. In some cases, they can
open internet connections to pre-selected URLs. All of these are possible
attack vectors.
open internet connections to pre-selected URLs. All of these are
possible attack vectors.
In short, PDFs `may contain
viruses <https://security.stackexchange.com/questions/64052/can-a-pdf-file-contain-a-virus>`__.
In short, PDFs [may contain
viruses](https://security.stackexchange.com/questions/64052/can-a-pdf-file-contain-a-virus).
If you do not trust a PDF or its source, do not open it or use OCRmyPDF
on it. Consider using a Docker container or virtual machine to isolate
an untrusted PDF from your system.
How OCRmyPDF processes PDFs
===========================
## How OCRmyPDF processes PDFs
OCRmyPDF must open and interpret your PDF in order to insert an OCR
layer. First, it runs all PDFs through
`pikepdf <https://github.com/pikepdf/pikepdf>`__, a library based on
`QPDF <https://github.com/qpdf/qpdf>`__, a program that repairs PDFs
with syntax errors. This is done because, in the author's experience, a
[pikepdf](https://github.com/pikepdf/pikepdf), a library based on
[QPDF](https://github.com/qpdf/qpdf), a program that repairs PDFs with
syntax errors. This is done because, in the author\'s experience, a
significant number of PDFs in the wild, especially those created by
scanners, are not well-formed files. QPDF makes it more likely that
OCRmyPDF will succeed, but offers no security guarantees. QPDF is also
used to split the PDF into single page PDFs.
Finally, OCRmyPDF rasterizes each page of the PDF using
`Ghostscript <http://ghostscript.com/>`__ in ``-dSAFER`` mode.
[Ghostscript](http://ghostscript.com/) in `-dSAFER` mode.
Depending on the options specified, OCRmyPDF may graft the OCR layer
into the existing PDF or it may essentially reconstruct ("re-fry") a
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.
Password protected PDFs
=======================
## Password protected PDFs
Password protected PDFs usually have two passwords, and owner and user
password. When the user password is set to empty, PDF readers will open
the file automatically and mark it as "(SECURED)". Password security can
also request certain restrictions on the PDF, but anyone can remove these
restrictions if they have either the owner *or* user password. Passwords
mainly present a barrier for casual users.
the file automatically and mark it as \"(SECURED)\". Password security
can also request certain restrictions on the PDF, but anyone can remove
these restrictions if they have either the owner *or* user password.
Passwords mainly present a barrier for casual users.
OCRmyPDF cannot remove passwords from PDFs. If you want to remove a
password from a PDF, you must use other software, such as ``qpdf``.
password from a PDF, you must use other software, such as `qpdf`.
If the owner and user password are set, a
password is required for ``qpdf``. If only the owner password is set, then the
password can be stripped, even if one does not have the owner password. To
remove the password from a using QPDF, use:
If the owner and user password are set, a password is required for
`qpdf`. If only the owner password is set, then the password can be
stripped, even if one does not have the owner password. To remove the
password from a using QPDF, use:
.. code-block:: bash
qpdf --decrypt --password='abc123' input.pdf no_password.pdf
:::{code} bash
qpdf --decrypt --password='abc123' input.pdf no_password.pdf
:::
Then you can run OCRmyPDF on the file.
In its default mode, OCRmyPDF generates PDF/A. Passwords may not be set on PDF/A
documents. If you want to set a password on the output PDF, you must
specify ``--output-type pdf``.
In its default mode, OCRmyPDF generates PDF/A. Passwords may not be set
on PDF/A documents. If you want to set a password on the output PDF, you
must specify `--output-type pdf`.
Signature images
================
## Signature images
Many programs exist which are capable of inserting an image of someone's
signature. On its own, this offers no security guarantees. It is trivial
to remove the signature image and apply it to other files. This practice
offers no real security.
Many programs exist which are capable of inserting an image of
someone\'s signature. On its own, this offers no security guarantees. It
is trivial to remove the signature image and apply it to other files.
This practice offers no real security.
Digital signatures
==================
## Digital signatures
Important documents can be digitally signed and certified to attest to
their authorship, approval or execution of a legal agreement. OCRmyPDF
will detect signed PDFs and will not modify them, unless the
``--invalidate-digital-signatures`` option is used, which will
invalidate any signatures. (The signature may still be present in the PDF
if opened, but PDF readers will not validate it.)
`--invalidate-digital-signatures` option is used, which will invalidate
any signatures. (The signature may still be present in the PDF if
opened, but PDF readers will not validate it.)
A digital signature adds a cryptographic hash of the document to the
document, so tamper protection is provided. That also precludes OCRmyPDF
@@ -108,20 +97,19 @@ from modifying the document and preserving the signature.
Digital signatures are not the same as a signature image. A digital
signature is a cryptographic hash of the document that is encrypted with
the author's private key. The signature is decrypted with the author's
the author\'s private key. The signature is decrypted with the author\'s
public key. The public key is usually distributed by a certificate
authority. The signature is then verified by the PDF reader. If the
document is modified, the signature will be invalidated.
Certificate-encrypted PDFs
==========================
## Certificate-encrypted PDFs
PDFs can be encrypted with a certificate. This is a more secure form of
encryption than a password. The certificate is usually issued by a
certificate authority. A certificate is used to encrypt the document using
the public key for the benefit of a specific recipient who possesses
the private key.
certificate authority. A certificate is used to encrypt the document
using the public key for the benefit of a specific recipient who
possesses the private key.
OCRmyPDF cannot open certificate-encrypted PDFs. If you have the
certificate, you can use other PDF software, such as Acrobat, to
decrypt the PDF.
certificate, you can use other PDF software, such as Acrobat, to decrypt
the PDF.