Installing Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows – Fresh Installation

Overview

This document provides information about installing Ephesoft Transact Version 2019.1 in the following scenario:

  • Environment — Single-server
  • Operating System — Microsoft Windows®
  • Installation type — Fresh
  • Installer Package — Ephesoft_2019.1

This step-by-step procedure describes how to install Ephesoft Transact 2019.1 on a Microsoft® Windows machine. Supported Windows versions include the following:

These Windows versions are also supported for silent installation and upgrade.

Use these instructions to install Transact as a fresh installation, using the Windows Installer package Ephesoft_2019.1.

Ephesoft Transact releases previous to Transact 4.0.0.0 are not supported for this upgrade to release 2019.1.

Installation Summary

Ephesoft Transact 2019.1 is installed in the following general sequence of steps:

1. Complete all prerequisites prior to installation. Refer to:

2. Download the Ephesoft_2019.1 installer package, as instructed by Ephesoft, LLC.

3. Run the installation wizard for Ephesoft Transact 2019.1.

4. Install or configure the database, which includes:

  • Select which server (that is, MariaDB, MS SQL, or Oracle database)
  • Configure the Open Office port
  • Select the authentication mode (Standard Form authentication or PKI authentication)
  • Select user connectivity settings (LDAP, Active Directory, or Tomcat)
  • Register with company details
  • Configure the Shared folder

5. Verify Ephesoft Transact 2019.1 is ready for installation

6. Perform the installation (which takes about 30 minutes)

7. Complete the post-installation instructions

8. Perform final verification

9. License installation (instructions not included in this guide)

10. Restart the system

Installation Procedure

1. Download Ephesoft_2019.1 as instructed by Ephesoft, LLC.

2. Initiate the Ephesoft installer and follow the onscreen instructions. Click Next.

3. The End-User License Agreement is displayed. Read and understand the terms of the license agreement and click Next if acceptable.

Ephesoft Prerequisites Check is displayed.

 

  • Click OK if the preliminary prerequisite check is acceptable. Click Next to continue.

Transact performs a preliminary check to see if .NET Framework 4.5.1 is installed.

    • If .NET Framework 4.5.1 is installed on the system, the Next button is enabled. Click Next to continue.
    • If .NET Framework 4.5.1 is not installed on the system, the Next button is disabled.
      • Instead, a Download button appears.
      • Click the Download button to navigate to the appropriate web link to download .NET Framework.
      • Download and install, then re-initiate the Transact installer.
      • Repeat step 6 by clicking Next once .NET Framework 4.5.1 has been successfully detected by the installer.

Transact performs a prerequisites check of Microsoft® Visual C++ Redistributables.

Note: These will install automatically if they are not present on your windows server.

4. Select the appropriate service log in account. Click Next once complete.

5. Select the database to install and configure. Click Next.

6. Follow the onscreen instructions for the appropriate database.

  1. There are two options for the MariaDB Server, installing a new instance or configuring an existing instance.

B. MariaDB Server Configuration

  • Enter the root password and confirm. Leave the default settings.

C. Microsoft SQL Server Configuration

  • Microsoft SQL Installation Information

The selections are disabled. Installing a new MS SQL instance is not currently supported.

The only option is to configure an existing MS SQL instance instructed in “Configuring Named Instance for Microsoft® SQL Server Prior to Installing Transact 2019.1. Refer to the following article:

7. Enable the Always-On Feature for MS SQL server version 2012 or later.

8. Click Next.

  1. Local/ Remote Microsoft SQL Installation Information

9. Enter configuration information. Click Next.  While performing multi server setup, make sure all the servers in a cluster use same database information. The Database Login Confirmation screen appears.

10. Enter the database login details. Click Next. The Open Office screen appears.

11. Use the default port number. Click Next.

12. Select the appropriate Authentication Mode.

13. Select the appropriate User Connectivity Settings.

14. Enter your Ephesoft Registration Information.

15. Select the appropriate Shared Folder Configuration.

Note: Ensure that the Shared Folder is already configured on the system, if selecting YES to continue with the installation process.

16. Select No if you are not creating a multi-server environment or do not have an existing folder. The Installer will install a Shared Folder along with Transact 2019.1.

Select Yes if you are creating a multi-server environment or have an existing shared folder. It will not install a shared folder. The shared folder path will be the parent directory of the Shared Folder directory (example: \\Ephesoft\share).

  • Do not map mapped drives of network drives that is, Z drive mapped to \\nas\share)
  • Do not reference hidden shares (that is \\nas\share$)
  • In a clustered environment, do not set a shared folder to be any of the nodes in the Ephesoft cluster

17. Accept the default directory for the Destination Folder or change it manually.

18. Ephesoft Transact 2019.1 is ready to install. Click Install.

The following snapshot illustrates the Installation screen.

The following snapshot illustrates the Installation Completion.

Ephesoft Transact 2019.1 setup is complete.

19. Click the “Restart my computer” checkbox in order to initiate the required restart to complete the installation. Click Finish

20. Once your Server has restart you can start up the Ephesoft Transact Service using the Services.msc

    • The following snapshot illustrates the Ephesoft Transact 2019.1 home page.

C:\Users\Rene.Hernandez\AppData\Local\Microsoft\Windows\INetCache\Content.Word\user_interface.pngc

21. Select Administrator or Operator to log in.

22. Enter the Username and Password.

23. The Application is ready for you to setup your Batch Classes and process your files. (See Our Getting Started Tutorial)