Transact

• Announcements
  • Product Announcements
    • Product Support Version Policy
    • Ephesoft Transact 2020.1 Launch
    • Ephesoft Transact 2019.2 Launch
    • Ephesoft Transact switch from Oracle JDK to OpenJDK: Frequently Asked Questions
    • Transact Web Scanner Java Applet – 2017 End of Life Announcement
  • Release Notes
    • Release Notes 2020.1.04
      • Software Updates 2020.1.04
      • Known Issues and Workarounds 2020.1.04
    • Release Notes 2020.1.03
      • Software Updates 2020.1.03
      • Known Issues and Workarounds 2020.1.03
    • Release Notes 2020.1.02
      • Software Updates 2020.1.02
      • Known Issues and Workarounds 2020.1.02
    • Release Notes 2020.1
      • Software Updates 2020.1
      • Known Issues and Workarounds 2020.1
    • Release Notes 2019.2
      • Ephesoft Transact Release Support
      • Ephesoft Transact 2019.2 Known Issues & Workarounds
    • Release Notes 2019.1
      • Machine Learning Improvements: Machine Learning for Invoices and Enhanced Machine Learning
      • Ephesoft Cloud HyperExtender Plugin 2019.1
      • Expedite Export
      • EText Support – Leveraging Existing Text Layer in PDF Documents
      • Ephesoft Transact Release Support
      • Ephesoft Transact 2019.1 Known Issues & Workarounds
    • Release Notes 4.5.0.0
      • Ephesoft Transact v.4.5.0.2 Known Issues and Workarounds
      • Transact Release Support
    • Release Notes 4.1.3.0
  • Service Packs
    • Ephesoft Transact 2020.1.01 Service Pack
    • Ephesoft Transact 2019.2 Service Pack
    • Ephesoft Transact 2019.1 Hotfix
• Get Started
  • Ephesoft Transact Workflow
  • Ephesoft Transact Tutorial
  • Quick Reference Guide
  • Global Languages
  • Getting Started with Ephesoft Transact Using Automation Anywhere
  • Getting Started with Ephesoft Transact and UiPath
  • Additional Transact Training
• Downloads
• Install and Upgrade
  • Transact 2020.1.04
    • Linux Installation Guide 2020.1.04
    • Linux Upgrade Guide 2020.1.04
    • Windows Installation Guide 2020.1.04
    • Windows Upgrade Guide 2020.1.04
  • Transact 2020.1.03
    • Linux Installation Guide 2020.1.03
    • Linux Upgrade Guide 2020.1.03
    • Windows Installation Guide 2020.1.03
    • Windows Upgrade Guide 2020.1.03
  • Transact 2020.1.02
    • Linux Installation Guide 2020.1.02
    • Linux Upgrade Guide 2020.1.02
    • Windows Installation Guide 2020.1.02
    • Windows Upgrade Guide 2020.1.02
  • Transact 2020.1
    • Linux Installation Guide 2020.1
    • Linux Upgrade Guide 2020.1
    • Windows Installation Guide 2020.1
    • Windows Upgrade Guide 2020.1
  • Transact 2019.2
    • Install and Upgrade – Single and Multi-Server
      • Installing on Windows Single and Multi-Server
        • Install Ephesoft Transact 2019.2 – Single and Multi-Server
      • Upgrading on Windows Single and Multi-Server
        • Upgrade to Ephesoft Transact 2019.2 – Single and Multi-Server
      • Installing on Linux Single and Multi-Server
        • Linux dependencies for Ephesoft Transact
        • Ephesoft Linux Multi-Server Installation guide
      • Upgrading on Linux Single and Multi-Server
        • Ephesoft Linux Multi-Server Upgrade Installation Guide
  • Transact 2019.1
    • Installing on Windows
      • Prerequisites & Preparation – Windows
      • Installing Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows – Fresh Installation
      • Installing Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows – Silent Installation
    • Upgrading on Windows
      • Upgrading to Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows
    • Installing on Linux
      • Linux Silent Install 2019.1
      • Linux Fresh Normal Install 2019.1
    • Upgrading on Linux
      • Ephesoft Transact 2019.1 Upgrade Guide – Single-Server – for Linux
  • Transact 4.5.0.0
    • Downloads
      • Updates and Downloads – Ephesoft v4.5.0.1 for v4.5.0.0
      • Updates and Downloads – Ephesoft v4.5.0.2 for v4.5.0.0
    • Install & Upgrade – Single Server
      • Installing on Windows
        • Microsoft® Windows | Transact 4.5.0.0 – Installation Guide – Fresh
        • Microsoft® Windows | Transact 4.5.0.0 – Installation Guide – Silent
      • Upgrading on Windows
        • Upgrade Procedure: Windows
      • Installing on Linux
        • Linux | Transact 4.5.0.0 – Installation Guide
        • Linux Installer Update – Silent
        • Linux Silent Installer
      • Upgrading on Linux
    • Install & Upgrade – Multi-Server
      • Installing on Linux
        • Ephesoft Linux Multi-Server Installation Guide
        • Ephesoft Linux Multi-Server Upgrade Installation Guide
  • Transact 4.1.0.0
    • 4.0 Plugins documentation
    • Field Extraction | Wrapped Data Extraction
    • Table Extraction | Cross Section Extraction
      • What’s new in Transact 4.1 – Cross Section Extraction
    • Batch Instance Manager | Next Batch Selection
    • RSP files must reside in their own subfolder
    • Batch Instance Management | Auto Refresh
    • Connectivity | Linux – Silent installation as non root user
    • Scripting | Batch Level Field Change Script
    • Security & Compliance | HTML5 Web Scanner
    • Windows 4.1.3.0 Release and Earlier
    • Productivity | Table Export-Import
    • Productivity | Automatic Regex Suggestion and Creation
    • Productivity | Line Item Matching
    • Connectivity | Microsoft SharePoint 365
    • Accuracy | Machine Learning Extraction
    • Accuracy | Machine Learning of Document Types
    • Suspend Batch
    • Accuracy | Multidimensional classification
    • Accuracy | Keyword Based Classification
  • System Requirements
    • Platform Configurations and Third-Party Integrations
    • Hardware Recommendations
    • Licensing Requirements
      • Additional Resources
        • Licensing Policy Changes – Ephesoft Transact 4.5.0.0 or Above
        • Ephesoft Transact Licensing – Core allocation
        • License Server Failover
        • Failover service and configuration tables
        • License Validation
        • 32-Core RecoStar License for OCR on Windows
        • How to Set up the Ephesoft Transact License Server
  • Additional Resources
    • Linux
      • Transact Linux Uninstallation Guide
      • Installing Ephesoft on CentOS 6.6 on Ephesoft 4.0.x
      • Installing Ephesoft on Ubuntu 14.10
      • Install and Migrate to MariaDB for Linux
      • Linux Installer Update – Silent
      • PKI Authentication for Linux
      • Ubuntu Multi-Server Installation
      • View Upgrade or Installation Logs Linux
      • Samba Share
        • Create Samba Share
        • Create Samba Share on RHEL 6.5 or Higher
        • Create Samba Share on Ubuntu 13.10
        • Samba Share Configuration in Multi-Cluster Environment on Red Hat
        • Samba Share Configuration in Multi-Cluster Environment on Ubuntu
    • Windows
      • Best Practices for a Multi-Server Environment
      • Configuring Named Instance for Microsoft SQL Server
      • Database Type Matching in Server.xml and Windows Registry
      • Form Authentication and HTTPS Support
      • How to Perform Routine Ephesoft Backups
      • Install and Migrate to MariaDB for Windows
      • Installer Rollback Support
      • Log-On Service User Credentials
      • Multi-Server Deployment
      • Multi-Server Deployment over Multiple Regions
      • OpenLDAP: Separate Installation
      • PKI Authentication for Windows
      • UAC, IPv6, Environment Variables Check
      • View Upgrade or Installation Logs Windows
      • Transact Windows Uninstallation Guide
• Features and Functions
  • Administrator Role and Features
    • Administrator Overview
    • Batch Class Management
      • Batch Class
        • Batch Class Features
        • Batch Class Field
        • Batch Class Tree Navigation
        • Importing and Exporting Batch Classes
        • Premium Batch Classes
          • Mortgage Batch Class
      • Document Types
        • Add New Document Type
        • Copy Document type
        • Document Type Additional Configurations
        • Delete Document Type
        • Global Document Types
        • Importing and Exporting Document Types
        • Learning Documents
        • View Test Classification Learned Files
      • Ephesoft Encryption Framework
      • Index Fields
        • Add New Index Field
        • Copying Index Fields
        • Deleting Index Fields
        • Function Keys
        • Format Conversion
        • Importing and Exporting Index Fields
        • Validation Rules
      • Line Item Matching
      • Table Extraction
        • Configuring Currency Settings for Tables
        • Configuring Table Extraction
        • Hidden Table Column Feature
        • Semi-Automated Table Extraction
        • Table Extraction for 2-Column Layout
        • Table Validation Rules
      • Test Classification
      • Test Extraction
        • Viewing Test Extraction Results
      • Paragraph Extraction
    • Batch Instance Management Screen
      • Batch Instance Progress Bars
      • Batch Instance Delete
      • Batch Instance Management Charts
      • Batch Instance Unlock
      • Batch Instance Status
      • Batch Instance Restart
      • Batch Instance Priority
      • Batch Instance Description Customization
      • Batch Instance Custom Columns
      • Troubleshoot Artifact Collection
      • Batch Instance Grid
    • Folder Management
      • Edit from the Folder Management screen
    • Importing Documents
      • Supported File Types for Import
      • Web Scanner
        • Web Scanner Installation Guide
        • Web Scanner User Guide
        • Web Scanner | Encryption of Temporary Files for Web Scanner
        • Web Scanner Caching Improvement
      • Email Configuration
        • Access Email Headers in Batch XML
        • Configuring Microsoft Email Services with OAuth2
        • Email Configuration
        • Email Import
      • CMIS Import
      • Upload Batch
        • Upload Batch Charts
    • Modules and Plugins
      • Automated Validation Module
        • Automated Regex Validation Plugin
      • Document Assembly Module
        • Classify Images Plugin
        • Document Assembler Plugin
          • Change Unknown Documents to Document Type
          • Document Assembly: File Boundary Classification
          • What is the Difference Between the Document Assembler and Advanced Document Assembler?
        • Barcode Reader Plugin
          • Barcodes supported by Ephesoft
          • How to Use Barcode Plugins
      • Extraction Module
        • Advanced Barcode Extraction Plugin
        • Advanced Fixed Form Extraction
        • Barcode Extraction Plugin
        • Default Index Field Value Plugin
        • Fuzzy DB Extraction
          • How to Perform Multiple FuzzyDB Lookups
          • How to configure Field Fuzzy with separate index fields pointing to different Database
          • Automatic FuzzyDB Learning
        • Identification Extraction Plugin
        • Key-Value Extraction Plugin
          • Automatic Regex suggestion and creation
        • Nuance Extraction plugin
          • Form Data Extraction Using Nuance
          • Nuance Form Template Editor
        • RecoStar Extraction Plugin
        • Regular Regex Extraction Plugin
        • Create Fixed-Form Projects with RecoStar Design Studio
        • REST API Lookup Plugin
        • Scripting Plugin
        • Table Extraction Plugin
        • Fuzzy Search
        • Machine Learning | Machine Learning for Tables
        • Machine Learning | Custom Dictionary Support
        • Extraction | LIM Improvements
        • Extraction | Hidden Document Type Feature
        • Extraction | Copy Table Extraction Rules
        • Machine Learning | Support for Multiple JSON Files
        • Machine Learning | Role-Based Table Machine Learning
        • Machine Learning | Machine Learning Classification and Extraction Roles
        • Machine Learning | Machine Learning of Global Document Types
        • Machine Learning | Support for Multilingual Files
      • Export Module
        • Beta: Multipage Export Plugin
        • Box Export Plugin
        • Microsoft SharePoint 365 Export Plugin
        • Create Multipage Files Plugin
        • Clean Up Batch Instance(s)
        • Custom Export Plugin
        • DB Export Plugin
        • Tabbed PDF Plugin
        • Key Value Learning Plugin
        • IBM CM Plugin
        • Docushare Export Plugin
        • CSV File Creation Plugin
          • How do you configure the CSV Export plugin?
        • Copy Batch XML Plugin
        • Clean Up Plugin
          • Import and Export | Cleanup Plugin for the Folder Import and Export Modules
        • CMIS Export Plugin
          • CMIS EXPORT – Supported Data Types
        • Export to Web Service Plugin
        • Export | Support of Export to SharePoint 2013 and 2016
        • Export | SharePoint Plugin Improvements
        • TABBED_PDF Plugin and Ordering Doc Types
        • Export | Export of Values into “Multiple” Fields via CMIS Export Function
      • Folder Import Module
        • Create OCR input Plugin
        • Create Thumbnails Plugin
        • Ephesoft Cloud HyperExtender Plugin 2020.1
        • Ephesoft Cloud HyperExtender Plugin 2019.2
        • Import Batch Folder Plugin
        • Import Multipage Files Plugin
          • GraphicsMagick
        • S3 Import Plugin
      • Page Process Module
        • Create OCR Input Plugin
        • Create Display Image Plugin
        • Key Value Page Process
        • Nuance HOCR Plugin
        • Image Enhancement Support
        • Tesseract HOCR Plugin
        • Search Classification Plugin
        • RecoStar HOCR Plugin
          • OCR Languages Selection from the UI
          • Fraud Detection Using OCR Font Switch
        • Multidimensional Classification Plugin
      • Review Document Module
        • Review Document
      • Validate Document Module
        • Validate Document Plugin
    • Reporting
      • Ephesoft Transact Reporting and Workflow
      • Dashboard and Throughput Reports
      • Advanced Reports
    • System Configuration
      • Connection Manager – Oracle Configuration
      • What do all of the service_type mean in the service_status table?
      • Linux Catalina.out gets too big to Open in Text Editors
      • Communication
  • Operator Role and Features
    • Operator Overview
    • Batch List
      • Batch List
      • Batch List Charts
    • Review and Validation
      • Validating Documents
      • Magnification Mode
      • Page Indicator
      • Splitting and Merging Documents
      • Using Keyboard Shortcuts and Country Codes
      • Zoom Overlay for Extracted Content
• Developer Documentation
  • Custom Plugins
    • Creating Custom Plugins
    • Importing Custom Plugins
    • Removing Custom Plugins
  • External Applications
  • Regular Expressions
  • Scripting Resources
    • Scripting Guide
    • Scripting Plugin
    • Application Level Script
    • Batch Instance Group
    • Batch.xml and XSD Schema for Developers
    • Client Side Scripting
    • Display Error Cause for Default Scripts
    • Enabling Logging Custom Scripts
    • JDOM Script Configuration
    • Testing Scripts
    • Trigger Field Value Change Script for Table Data Fields
  • Transact Web Services API
    • Web Services Explorer (Swagger UI)
    • Web Service Definitions and Code Samples
    • Web Services Requests
• System Configuration
  • Cron Expressions
  • Database
    • MSSQL Windows Authentication: Setup Ephesoft Database without SQL Server Authentication
    • How to configure JDBC Realm in Ephesoft
    • Connectivity | Oracle
    • Connecting to MSSQL database over SSL
    • Database Permissions – Can non-DB Owner permissions be assigned for successful operation?
  • Setup a Disaster Recovery Server
  • Ephesoft Transact Property Files Reference Guide
    • Auto-cleanup for Ephesoft Temporary Folders
    • dcma-telemetry.properties
    • Pickup Service
    • Ephesoft Logo URL redirection
    • concurrent.scanner.operators in dcma-twain-settings
    • Batch Execution Back-up XMLs
    • Mail-Import.properties
    • Application.properties
  • How to Restore Ephesoft Transact
  • Integration
    • Email Import Best Practices Multiserver
    • E-mail Configuration
    • How To Add additional File types in Folder-Import
  • License Consumption Report
  • Logging
    • License Logging
    • License Monitoring Codes
    • Enhanced Logging
    • Log Monitoring Tool
  • Security Configuration
    • Password Masking
    • Security: Restricting access to certain Ephesoft Web Pages
    • Ephesoft Encryption Framework – Continued
    • How to: Configure Batch Class Encryption
    • Support for batches executed of Encrypted Batch Classes.
    • LDAP/AD Password Encryption
    • How to Encrypt Passwords in Ephesoft files
    • Apache Server SSL setup with Ephesoft on Linux
    • Enable SSL in Ephesoft
    • How to Set SSL/TLS in Tomcat
    • Certificate error while using web scanner module – EphesoftTransactScannerService
    • How to encrypt DB connections with Ephesoft Transact
  • Theme Customization
  • User Connectivity
    • Active Directory Resources
      • Checklist: ADFS Configurations Requirements
      • Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 1 and Authorization using Active Directory
      • Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 2
      • Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 2 and Multiple group Support
      • Configuring Ephesoft Transact with ADFS over SAML 2.0 using Apache Tomcat
      • Ephesoft Transact Configuration with ADFS over SAML 2.0
      • Examples of Active Directory Connection User Names
      • How to Configure Active Directory
      • How to Configure Active Directory Using the Global Catalog Service Port
      • How to Configure Active Directory Using the Standard LDAP Service Port
      • How to Setup and Configure SSO with Azure ADFS
      • Integrating Ephesoft with Active Directory
      • Multiple Groups as Roles in Active Directory
    • LDAP and OpenLDAP Resources
      • Add Users to LDAP Using Java
      • Common LDAP Errors
      • How to Create a User in OpenLDAP
      • How To Configure OpenLDAP
      • Integrating Ephesoft with LDAP
    • Single Sign-On Resources
      • 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
    • Default Authentication Method in Ephesoft Transact
    • How to Administer Ephesoft Users and Groups
    • How To Configure Apache Tomcat Users and Groups
    • User Management
• Troubleshooting
  • How To Articles
  • Knowledge Base (KB) Articles
  • Known Issues
• Transact Cloud
• Ephesoft Mobile
  • Administrator Guide
  • Ephesoft Mobile SDK Guide
• EOL Archive
• Contact Support
• Feedback