Prior to starting an installation or upgrade, read the Release Notes, Installation Guide, and Upgrade Guide (system upgrades only). Some upgrades from older versions of Transact to newer versions, such as 2020.1 onward, may require a version “step upgrade” first. Failing to complete a step upgrade, if required, can cause installation issues.
Below are the links to our latest user guides for installing and upgrading your Ephesoft Transact service in a Windows or Linux environment.
System Requirements
Before starting an installation or upgrade, review the following articles:
- Platform Configurations and Third-Party Integrations
- Hardware Recommendations
- Licensing Requirements
Licensing and Downloads
License requests can be submitted through the Licenses page on the Customer Support Portal. Refer to Licensing Requirements for more information. Software installers for Transact are available on the Downloads page of the Customer Support Portal.
Articles
- Transact 2022.1.00
- Transact 2020.1.06
- Transact 2020.1.05
- Transact 2020.1.04
- Transact 2020.1.03
- Transact 2020.1.02
- Transact 2020.1
- Transact 2019.2
- Transact 2019.1
- Transact 4.5.0.0
- Transact 4.1.0.0
- 4.0 Plugins documentation
- Field Extraction | Wrapped Data Extraction
- Table Extraction | 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
- Additional Resources
- Linux
- Windows
- Best Practices for a Multi-Server Environment
- Prerequisites for Configuring Transact with Microsoft SQL Server
- Database Type Matching in Server.xml and Windows Registry
- Form Authentication and HTTPS Support
- How to Perform Routine Ephesoft Transact 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, Environment Variable, and IPv6 Prerequisite Checks in the Ephesoft Transact Windows Installer
- View Upgrade or Installation Logs Windows
- Transact Windows Uninstallation Guide