2020.1.02

Introduction As of July 28, 2020, Ephesoft Transact 2020.1.02 is available. The following details the new features and fixes available in this update. Availability Ephesoft Transact 2020.1.02 is available as a full installer and can be installed directly in the case of a fresh installation. For direct upgrade to Ephesoft Transact 2020.1.02, your system must be running 2020.1 or 2020.1.01. If…

Ephesoft Transact 2019.2 Service Pack

Summary A service pack has been deployed on November 19, 2019, that affects Ephesoft Transact 2019.2. The service pack has been deployed to help correct issues discovered by our customers using Ephesoft Transact 2019.2. The service pack has been created to simplify deployment and correct these issues. The deployment of this service pack benefits customers by resolving the issues outlined…

Quick Reference Guide

Introduction This quick reference guide provides a brief overview of Ephesoft Transact features and terminology, user roles, and main operating interfaces. Ephesoft Transact captures document data using context-driven productivity and open source technologies, and can operate both on-premises and in the cloud. Ephesoft Transact processes incoming documents and extracts data in the following…

Ephesoft Transact 4.5.0.2 Known Issues and Workarounds

Ephesoft Transact 4.5.0.2 Workarounds # Issue Workaround 1 The following error occurs during upgrade from Ephesoft Transact 4.5.0.0-4.5.0.2 on Ubuntu 16.04: “Error occurred while building dependency tree. Exiting from script...” This error occurs when packages from repositories are not updated. To update the packages from repositories, the following commands need to be…

Ephesoft Transact Property Files Reference Guide

This document lists and describes the most common property files in Ephesoft Transact. This also includes their location in the Ephesoft file directory, assuming Ephesoft Transact was installed to the C drive (C:). To use this page, use the shortcut Ctrl + F (Windows) or ⌘ + F (Mac) to search for the name of a properties file. application.properties (Transact properties) Folder:…

Enhanced Logging

Enhanced logging has been implemented at the application code level and is controlled by different logging levels. This approach ensures more robust logging across the application with special attention to the following areas: Active Directory (logging in, logging out, current user, connecting to AD server etc.) Folder Monitor (firing of jnotify or cron, file detection, folder creation,…

Ephesoft Folders with Customer-Specific Data

This page provides a list of folders within the Transact installation directory where Transact will store data and other processed information. Database: All information related to Transact and batch instances. UNC Folder / Drop Folder: Files or sample documents uploaded by users. ephesoft-system folder: Where most files are generated when a batch instance is in the RUNNING state. This…

4.5.0.0

Please see the latest release notes for Ephesoft Transact 4.5.0.0: Latest Ephesoft Transact 4.5.0.2 Ephesoft Transact 4.5.0.1 Ephesoft Transact 4.5.0.0 To obtain the Windows or Linux installer for Ephesoft Transact 4.5.0.0, visit the Customer Support Portal. Contact Ephesoft Support for credentials. Previous Releases Ephesoft Transact 4.1.3.0 Ephesoft…

2019.1

Ephesoft Transact Version 2019.1 Introduction This document introduces Ephesoft Transact v.2019.1, contains short descriptions of new features and enhancements to the Ephesoft Transact product, and cites specific bug fixes and workarounds for potential issues. Starting with Ephesoft Transact release 2019.1, the product versioning has changed, as follows Instead of major and minor…

2019.2

Introduction This document introduces Ephesoft Transact 2019.2 and contains a short description of new features and enhancements to the Ephesoft Transact product as well as specific bug fixes and workarounds for potential issues. Installation and Licensing Licensing If you are upgrading to Ephesoft Transact 2019.2 from a previous release, you may be required to obtain a new license file for…

Best Practices for a Multi-Server Environment

A multi-server environment involves two or more servers running simultaneously with a shared database and shared folders. This page describes best practices when deploying a multi-server Transact cluster. Database Install MSSQL or MySQL on a server that will not be a processing or UI server. This minimizes running processes, utilized RAM, and network requests sent to this server. Run a…

Batch.xml and XSD Schema for Developers

Introduction This reference document provides information for developers who want to add additional functionality or customize their solution beyond a regular installation of Ephesoft Transact. This document applies to Ephesoft Transact 2019.1 and above. Developer tasks could entail web services, scripting, interoperation between Ephesoft Transact and external applications, or other custom…

Password Masking

Overview This feature is responsible for masking the password fields across all the Ephesoft Transact application UI. It covers UI fields like passwords used in plugin configuration, E-mail configuration, CMIS repository configuration, and so on. The values of the identified password fields will be encrypted upon persistence in the database and these values will be masked from the UI. Areas…

How to Perform Routine Ephesoft Transact Backups

On a Daily Basis: Create a backup of the Ephesoft Transact system database by executing command:mysqldump -uephesoft -pephesoft ephesoft2 > ephesoft_daily_12082011.sql Note: In this example, the database is being saved to a file that reflects its status as a daily backup, and includes the date information (12/08/2011). For additional details, please review the Create a Full Database…

Auto Key-Value Learning Plugins

Certified for: Ephesoft Transact 2022.1.01 or above Introduction The Auto Key-Value (KV) set of plugins solve data drift, a common problem in document extraction where rules that once processed all data variations cannot adapt as new, unexpected data arrives. This solution addresses data drift by automatically deriving new rules from the validation corrections, so the new variants get processed…

2022.1.01

Introduction The following is an overview of the new features and improvements available in this release. Installation Ephesoft Transact 2022.1.01 is available on both Windows and Linux. Refer to the 2022.1.01 Install and Upgrade section of the Ephesoft documentation site for guides. Transact 2022.1.01 is available as a full installer and can be installed directly when performing a fresh…

dcma-telemetry.properties

Applies to: Ephesoft Transact 2020.1.04 and above This document describes the properties in the dcma-telemetry.properties file in Ephesoft Transact. This information is intended for Transact administrators running Transact with a consumption-based license. Note: You should not make any changes to this property file unless directed by Ephesoft Support, or to enable or disable automatic…

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…

Transact 2020.1.02

Installation, Upgrades, and Features Ephesoft Transact 2020.1.02 offers the latest in Ephesoft Transact software compatibility, building upon the extensive features released in previous versions. Release Notes 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 System Requirements…

Ephesoft Cloud HyperExtender Plugin 2020.1

Available: Cloud Introduction This document outlines the setup and configuration for the Ephesoft Cloud HyperExtender (CHE) plugin in Ephesoft Transact. CHE accommodates spikes in batch class volume by offloading document splitting and optical character recognition (OCR) to the Ephesoft Cloud. Global CHE service is centrally hosted in the following four locations. For best performance,…

Software Updates 2020.1

Software updates (previously known as bug fixes) provide enhancements to the latest version of Ephesoft Transact. This includes security and compatibility enhancements and fixes for features. In addition to the updates listed in Ephesoft Transact 2019.2 Service Pack, the following issues have now been resolved: Ticket ID EPHE: Axosoft SF: Salesforce Category Description…

Ephesoft Transact Workflow

Ephesoft Transact Overview Using context-driven productivity and open-source technologies, Ephesoft Transact scans and extracts data from documents that arrive in formats such as paper, fax, and email attachments. Ephesoft Transact automates the end-to-end document processing workflow with minimal operator interaction. Ephesoft Transact is a web-based application that can be installed…

Ephesoft Cloud HyperExtender Plugin 2019.1

For newer versions of this plugin, refer to: Ephesoft Cloud HyperExtender Plugin 2020.1 Ephesoft Cloud HyperExtender Plugin 2019.2 Introduction This document describes how to configure the Ephesoft Cloud HyperExtender plugin for Ephesoft Transact. The Ephesoft Cloud HyperExtender plugin addresses the heaviest processing needs of the Transact workflow by offloading document…

Ephesoft Cloud HyperExtender Plugin 2019.2

Available: on-premises, cloud Introduction This document describes how to configure the Ephesoft Cloud HyperExtender plugin for Ephesoft Transact, how to register for an Ephesoft Cloud account that is specific to the Ephesoft Cloud HyperExtender, and how to configure Ephesoft Transact to connect to that Ephesoft Cloud account. The plugin addresses the heaviest processing needs of the…