Optimize Ephesoft Transact
Folder Import
Page Process
Document Assembly
Plugin Name | Notes | Can I remove this? |
---|---|---|
DOCUMENT_ASSEMBLER | This plugin decides where the documents start and end based on classification methods used in Page Processing i.e. Barcode, Search/Content, Image Classification. Do not remove this plugin. | |
DOCUMENT_ASSEMBLER_SCRIPTING_PLUGIN | This can be removed if there is no scripting needed at the Document Assembly level. |
Review
Remove this module and plugin in it ONLY if there is no reason to review documents after classification. We recommend keeping this module and plugin if the client is using Search Classification.
Extraction
Plugin Name | Notes | Can I remove this? |
---|---|---|
BARCODE_EXTRACTION | This can be removed if barcode extractions not used or is handled by Recostar Extraction Plugin. | |
RECOSTAR_EXTRACTION | This can be removed if there are no fixed form projects assigned to any document type. | |
REGULAR_REGEX_EXTRACTION | This can be removed if there are no Patterns defined at each Index fields. | |
KEY_VALUE_EXTRACTION | This can be removed if there are no Free Form Extraction, Key Value Extraction, defined for any field. | |
FUZZYDB | This can be removed if there are no document type configured to match content to database. | |
TABLE_EXTRACTION | This can be removed if no document type is configured to capture line items. | |
EXTRACTION_SCRIPTING_PLUGIN | This can be removed if there is no scripting needed at the Extraction level. |
Automated Validation
Plugin Name | Notes | Can I remove this? |
---|---|---|
AUTOMATED_REGEX_VALIDATION | This plugin decides if the document should go to Validation or not based on index field validation rules/regular expressions. This can be removed if there are no document index fields for any document type. | |
AUTOMATED_VALIDATION_SCRIPTING_PLUGIN | This can be removed if there is no scripting needed at the Automated Validation level. |
- If both plugins are removed, the module itself can also be removed.
Validation
Remove this module and plugin in it only if there are no document-level fields for any of the document types.
Export
Plugin Name | Notes | Can I remove this? |
---|---|---|
EXPORT_SCRIPTING_PLUGIN | This can be removed if there is no scripting needed at the Export level. | |
CREATEMULTIPAGE_FILES | Do not Remove this Plugin. It creates multi-page files (PDF/TIF) for each document. | |
CSV_FILE_CREATION_PLUGIN | This can be removed. It creates a special CSV file export. | |
TABBED_PDF | This can be removed, it creates a PDF with Tabs. Needs to be configured. Used in Mortgage solutions. | |
IBM_CM_PLUGIN | This can be removed if the client is not exporting documents to IBM Content Manager. | |
COPY_BATCH_XML | This plugin exports PDFs and TIFFs and XML files to the final drop folder. It can be removed if documents are exported to another repository using other export plugins such as CMIS/Alfresco. | |
DOCUSHARE_EXPORT | This can be removed if the client is not exporting documents to Xerox Docushare. | |
CMIS_EXPORT | This can be removed if the client is not exporting documents to the CMIS Compliant repository. | |
FILEBOUND_EXPORT | This can be removed if the client is not exporting documents to Filebound Repository. | |
NSI_EXPORT | This can be removed if the client is not exporting documents to NSI Auto Store. | |
KEY_VALUE_LEARNING_PLUGIN | This can be removed if the client does not want Transact to create a Key-Value Extraction rule based on Validation users input. | |
DB_EXPORT | This can be removed if the client is not exporting documents fields to the Database table. | |
CLEANUP | Do not Remove. It cleans the BI and Import folders after successful export. |
Notes
- Once all the desired plugins and modules are removed, one must click on Validate and Deploy Workflow buttons for changes to take effect for all the new batch instances.
- Some plugins cannot be removed because they may have dependencies on each other. Dependencies can be modified by going to Workflow Management Tab. Once the dependencies are removed, Plugins can also be removed from the batch class.
- CREATE_THUMBNAILS Plugin creates two thumbnail size images one for display and one for image classification. If Image Classification is not used, The switch can be turned on which will prevent thumbnails to be created for image classification.
- When a plugin is in the workflow but it is turned off, it is still executed. Removing unnecessary plugins from the Transact capture workflow will allow the workflow to be executed faster.
In regards to processing a single batch at a time
You can control how many batches Transact will process at the same time in the dcma-workflow.properties file. It is called Pickup Service because it picks the batches up and processes it. We recommend keeping the Pickup settings in this file to be 3 or 4. Having said that in the same file, you will also find a CronJob for the pickup. The default value is to pick up and process batches every minute on the 45th second. This means that if a batch is imported at the 46th second, it is possible that Transact will wait 59 seconds to process this batch. To shorten the time, you can configure this cron job to pick up batches every 10 seconds using dcma.pickup.cronjob.expression=0/10 0/1 * ? * *