Windows Upgrade Guide 2020.1.05

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.05 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server upgrade are identified where applicable in this document. Upgrade Overview The process of upgrading to Ephesoft Transact 2020.1.05 follows this general…

Linux Upgrade Guide 2020.1.05

Introduction This document describes how to upgrade Ephesoft Transact 2020.1.05 in the following environments: Environments — single or multi-server Operating system — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.05 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer to…

Linux Upgrade Guide 2020.1.04

Introduction This document describes how to upgrade Ephesoft Transact 2020.1.04 in the following environments: Environments — single or multi-server Operating system — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.04 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer to…

Linux Installation Guide 2020.1.04

Introduction This document describes how to install Ephesoft Transact 2020.1.04 in the following environments: Environment types — single or multi-server Operating System — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.04 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer…

Windows Upgrade Guide 2020.1.04

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.04 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server upgrade are identified where applicable in this document. Upgrade Overview The process of upgrading to Ephesoft Transact 2020.1.04 follows this general…

Windows Installation Guide 2020.1.04

Introduction This document describes how to install Ephesoft Transact 2020.1.04 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft Transact 2020.1.04 follows this general…

Single Sign-On Resources

This section includes resources for configuring single sign-on (SSO) with Ephesoft Transact. Articles in this section: Manually Configuring SAML 2.0 SSO for Ephesoft Transact 4.5.0.x and 2019.1 SAML SSO | Multiple Groups Support SSO | CAS-based SSO Framework Single Sign-On Additional articles related to SSO can be found under Active Directory Resources.

How to Setup and Configure SSO with Azure ADFS

This page describes how to configure and enable SSO in Ephesoft Transact when using Active Directory Federation Services (ADFS) in Azure. Prerequisites Before performing the steps on this page, ensure that you have created custom Users and Groups in Azure AD that will be used with your SSO configuration. Configure Azure Active Directory To configure SSO in Azure AD, perform the following…

Linux Installation Guide 2020.1.03

Introduction This document describes how to install Ephesoft Transact 2020.1.03 in the following environments: Environment types — single or multi-server Operating System — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.03 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer…

Windows Upgrade Guide 2020.1.03

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.03 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server upgrade are identified where applicable in this document. Upgrade Overview The process of upgrading to Ephesoft Transact 2020.1.03 follows this general…

Windows Installation Guide 2020.1.03

Introduction This document describes how to install Ephesoft Transact 2020.1.03 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft Transact 2020.1.03 follows this general…

Linux Upgrade Guide 2020.1.03

Introduction This document describes how to upgrade Ephesoft Transact 2020.1.03 in the following environments: Environments — single or multi-server Operating system — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.03 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer to…

Linux Upgrade Guide 2020.1.02

Introduction This document describes how to upgrade Ephesoft Transact 2020.1.02 in the following environments: Environments — single or multi-server Operating system — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.02 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer to…

Linux Installation Guide 2020.1.02

Introduction This document describes how to install Ephesoft Transact 2020.1.02 in the following environments: Environment types — single or multi-server Operating System — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.02 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer…

Configuring Microsoft Email Services with OAuth2

This article describes how to register an application for email import configuration in Ephesoft Transact using Office 365 with OAuth2 as an authentication type. This will generate a client secret and client ID to be used in Email Configuration. Register App on Azure AD Follow the steps below to register an App to allow email ingestion in Ephesoft Transact using OAuth2: Note: The permissions…

Windows Upgrade Guide 2020.1.02

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.02 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server upgrade are identified where applicable in this document. Upgrade Overview The process of upgrading to Ephesoft Transact 2020.1.02 follows this general…

Windows Installation Guide 2020.1.02

Introduction This document describes how to install Ephesoft Transact 2020.1.02 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft Transact 2020.1.02 follows this general…

Combined Realm for AD/LDAP Limitations to Service

Applies to: All versions of Ephesoft Transact Issue In some cases, the group and users search in LDAP can’t find users and groups unless there are specific context paths entered in the configuration. This required listing all organizational units (OU) that contain the authorized users and groups. Combined realms are used particularly when you have multiple OUs that need to be looked at to…

Platform Configurations and Third-Party Integrations

This page lists the operating systems, databases, and third-party integrations supported for each version of Ephesoft Transact. Other environments that have not been tested may still be compatible. Contact our Support team through the Customer Support Portal for more information. Refer to your version of Ephesoft Transact for detailed information. For minor versions, refer to the associated major…

PKI Authentication for Windows

Introduction This page describes how to configure PKI (Public Key Infrastructure) authentication as the authentication type when installing Ephesoft Transact for Windows. You can select the PKI authentication type and import your PIV/CAC certificates during installation. All provided data will be saved, updated, and mapped automatically in the following files: server.xml located…

PKI Authentication for Linux

Introduction This page describes how to configure PKI (Public Key Infrastructure) authentication as the authentication type when installing Ephesoft Transact for Linux. You can select the PKI authentication type and import your PIV/CAC certificates during installation. All provided data will be saved, updated, and mapped automatically in the following files: server.xml located in…

Installing on Linux Single and Multi-Server

Introduction This document describes how to install Ephesoft Transact 2019.2 in the following environments: Environment types — single or multi-server Installation types — normal or silent Installation Overview The process of installing Ephesoft Transact 2019.2 follows this general sequence of tasks. Installation Task  General Scope of Activity  Prerequisites  Prepare…

Upgrading on Linux Single and Multi-Server

Introduction This document describes how to upgrade Ephesoft Transact 2019.2 in the following environments: Environments — single or multi-server Installation types — normal or silent Upgrade Overview The process of upgrading to Ephesoft Transact 2019.2 follows this general sequence of tasks. Installation Task General Scope of Activity Prerequisites Prepare to upgrade…

Linux Upgrade Guide 2020.1

Introduction This document describes how to upgrade Ephesoft Transact 2020.1 in the following environments: Environments — single or multi-server Operating system — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1 is only supported for these Linux distributions. Do not run the sudo yum update command, as this updates RHEL to an unsupported version.…

Windows Upgrade Guide 2020.1

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server upgrade are identified where applicable in this document. Upgrade Overview The process of upgrading to Ephesoft Transact 2020.1 follows this general sequence…