Windows 4.1.3.0 Release and Earlier
Ephesoft Transact Release Platform - 4.1.3.0 and Earlier
Server Environments
Operating System
Windows 7 SP1
Windows Server 2008 R2
Windows Server 2012
Windows Server 2012 R2
Windows Server 2016 (4.1.2.0 or higher)
Databases
Microsoft SQL Server 2008 - All Versions
Microsoft SQL Server 2012 (X64) - All Versions
Microsoft SQL Server 2014
Microsoft SQL…
Security: Restricting access to certain Ephesoft Web Pages
Applies to: v3.0.x to v4.0.2.0
Administrators can authorize access to these URLs using group/role names defined in Tomcat, LDAP and MS Active Directory. Web.xml can be found here: *{EPHESOFT_ROOT_DIR}\Application\WEB_INF\web.xml By Default all URLs authorized by all groups by using "*" in the auth-constrain node:
<auth-constraint>…
How To Configure Apache Tomcat Users and Groups
Please follow the below steps to setup Apache Tomcat authentication for your Ephesoft application. Apache Tomcat configuration is enabled in four different files:
1. user-connectivity.properties located in Ephesoft Installation Folder\Application\WEB-INF\classes\META-INF\dcma-user-connectivity\user-connectivity.properties
This file contains the settings necessary to populate…
User Management
Overview
This module is responsible for handling the user's connectivity to the application. It handles authentication as well as authorization process for the user.
Configuration
Login configuration
For a user to login into Ephesoft, we need to configure “server.xml” file located in the <Ephesoft installation path>\JavaAppServer\conf folder.
The admin will configure a tag named…
Single Sign On
Overview
Single sign-on (SSO) is a mechanism of access control that can be applied on multiple related, but independent software systems. With this mechanism a user logs in once and gains access to multiple systems without being prompted to log in again for each individual application. Conversely, single sign-off is property mechanism whereby a single action of signing out terminates access to…
Upgrade Procedure: Windows
Upgrade Procedure:
1. Stop Ephesoft
2. Take a backup of the Ephesoft Installation Folder, SharedFolders and database.
3. Shutdown all Ephesoft related services and processes (e.g. soffice.bin)
4. Check that UAC is off and that the file is unblocked.
5. Run command prompt as administrator and run Ephesoft MSI Installer through following command.
msiexec.exe /i “<Path to Ephesoft…
How to Create a User in OpenLDAP
You can create new accounts in LDAP using jexplorer located in the following location Ephesoft\Dependencies\OpenLDAP\ldap-client\jxplorer-3.2.1
Run the jexplorer.bat and load the preset connection info. The password for the manager account is "secret".
Ephesoft can also be integrated with Active Directory.
If you are creating new user accounts you will also have to add them to…
How to Administer Ephesoft Users and Groups
Ephesoft supports Tomcat, OpenLDAP and Microsoft Active Directory protocols for maintain a roster of users and groups. OpenLDAP is the default management system that is enabled and configured following a clean installation of Ephesoft Transact. There are two main configuration files:…
Cloud OCR (Advanced HOCR) Plugin
Introduction
Applies to: Transact version 2022.1.00 or newer. (Windows/Linux). Microsoft Azure Computer Vision support applies to Transact versions 2022.1.01 or newer.
This document describes how to install and configure the Cloud OCR (ADVANCED_HOCR) plugin in Ephesoft Transact.
With the Cloud OCR plugin, Transact will extract OCR content from document images to create HOCR files for use…
Transact Licensing Error
Applies to: All versions of Transact.
Issue
After licensing Ephesoft Transact, you may see the following licensing error when logging into the Transact UI:
Figure 1. Error message: "Either some internal error has occured at Ephesoft License server side or the License server is down. Please contact administrator to fix the problem.
You may also see the following errors written in the…
TABBED_PDF Plugin and Ordering Doc Types
This document describes how to add and configure the TABBED_PDF plugin in Transact Release 4.5.0.0, and contains these topics.
Plugin Overview for Transact 4.5.0.0
Adding the TABBED_PDF Plugin to the Batch Class
Configuring the TABBED_PDF Plugin
For additional information about using the TABBED_PDF plugin, refer to Tabbed PDF Plugin
TABBED_PDF Plugin Overview, Transact 4.5.0.0
The…
KB0013321: Single Sign-On Authorization Error
Applies to: Ephesoft Transact 4.0.0.0
Issue
After configuring SSO using Authentication Type 1 or 2 in the web.xml, you may encounter the following error when logging in to Transact: “You are not authorized to view this page. Forbidden: Access is denied”.
Figure 1. Access Denied Error
Root Cause
The issue may be due to incorrect ordering of the SSO Authentication filter in the web.xml…
Pickup Service
Introduction
This page provides an overview of the pickup service feature and its recommended settings in Ephesoft Transact.
Overview
Pickup service refers to the automatic services that feed the Activiti framework to execute a batch. The workflow for this feature varies by version:
2020.1.02 and below
New documents are uploaded into the system and converted to batch instances.
Batch…
How to Set up the Ephesoft Transact License Server
Overview
This article describes how an Ephesoft Transact administrator can set up one or more license servers according to the deployment requirements:
A license server is part of a standard Ephesoft Transact installation. A license server for Ephesoft Transact is not a separate application.
The license server can be enabled or disabled according to requirements.
Configuration…
Linux Silent Installer
Configuring Silent installer
What Is Silent Installation?
Silent-mode installation allows user to define an installation configuration only once and then use the configuration to duplicate the installation on many machines. During installation in silent mode, the installation program reads the settings for user’s configuration from a config.properties file that user create before beginning the…
Ephesoft Transact Linux Multi-Server Installation Guide
Prerequisites
Following configuration is required for installing Ephesoft Transact on Linux machine using command line Single script Linux installer:
RedHat 6.8 or Ubuntu 13.10 OS (Installer is specifically built and tested on RedHat v 6.8 and Ubuntu v 13.10).
Make sure that sudo apt-get update and sudo apt-get upgrade have been run before running the installer.
Internet connection is…
Ephesoft Linux Multi-Server Installation guide
Prerequisites
Following configuration is required for installing Ephesoft on Linux machine using command line Single script Linux installer:
RedHat 6.8 or Ubuntu 13.10 OS (Installer is specifically built and tested on RedHat v 6.8 and Ubuntu v 13.10).
Make sure that sudo apt-get update and sudo apt-get upgrade have been run before running the installer.
Internet connection is required…