Category Issue Workaround Batch Class Management Using Chrome, the “Document Type” menu options in the drop-down do not follow consistent format This issue occurs when the operator clicks anywhere on the drop-down bar to view the list. The workaround for this issue is to click directly on the drop-down symbol (▼). Installer In some instances, the Silent Installer may…

Introduction This document introduces Ephesoft Transact 2020.1 and provides a short description of new features and enhancements, as well as software updates and workarounds for known issues. Installation Ephesoft Transact 2020.1 is available on both Windows and Linux. Refer to Transact 2020.1 for links to the installation guides. Licensing For customers requesting a new license file,…

Administrators using Ephesoft Transact are responsible for managing batch classes and batch instances. They also create regular expressions to identify what information in the documents is extracted and validated for the operator to process and review. Overview of Administrator Navigation Menu This navigation menu contains the same options as the login screen, with additional access to System…

Introduction This document describes how to install Ephesoft Transact 2020.1 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 is only supported for these Linux distributions. Do not run the sudo yum update command, as this updates RHEL to an unsupported version. Refer…

Introduction This document describes how to install Ephesoft Transact 2020.1 in the following environments: Environment types — single and multi-server Operating System — Windows® Installation types — normal and silent Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft…

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…

Applies to: All versions of Ephesoft Transact Overview The licensing model for Ephesoft Transact is based on either a core or consumption-based sales model. Additional Transact features can be purchased as add-ons to a core-based license, or are available for consumption-based licenses depending on the bundle you have purchased. The following table provides additional details on add-ons and…

Introduction Reporting consists of the following major functions: Data Migration Data Calculation Data Cleanup Ephesoft Transact Reporting also supports multiple languages as part of the User Interface. For more information, refer to Global Languages. Note: This document applies to Ephesoft Transact 2019.1 and above. Reporting Process – Cron Jobs A single master cron job…

Introduction The following article describes Dashboard and Throughput Reports in Ephesoft Transact. These reports provide information to administrators about the performance of their instance. Note: This document applies to Ephesoft Transact 2019.1 and above. Accessing Reports Access reports from either of the following methods: If you have already logged into Ephesoft Transact, expand…

Introduction Important: Access to Advanced Reports requires an additional license. Contact tickets@ephesoft.com more information. Advanced Reports are informative tools that assist administrators in analyzing and optimizing the parameters used by Ephesoft Transact in the Document Assembly and Extraction modules. Note: This document applies to Ephesoft Transact 2019.1 and above. Ephesoft…

Introduction This document describes how to use Ephesoft Transact using Automation Anywhere. Allow for at least 30 minutes to complete this procedure. Prerequisites To complete the steps in this document, ensure that you have the following prerequisites: Ephesoft Transact 4.5.0.2 or a later version installed and licensed. Basic understanding of Ephesoft Transact batch class…

Available: on-premises, cloud Introduction This document describes the concepts, configuration, and additional information about using the Custom Export plugin with Ephesoft Transact. This plugin can be used with other export module plugins to maximize the desired outcome. Benefits of the Custom Export Plugin The Custom Export plugin includes significant flexibility for data and metadata…

Introduction This document describes how to start using Ephesoft Transact inside UiPath. What You Need To complete the tasks in this document, ensure that you have the following prerequisites in place: Installation and licensing of Ephesoft Transact 4.5.0.2 or a later release Ephesoft Webservice/API license Basic understanding of Ephesoft Transact batch class administration…

Perform the following steps to restore Ephesoft Transact: 1. Install the Ephesoft Transact version that needs to be restored. 2. Request and install the Ephesoft Transact license. 3. Log in to Ephesoft Transact. 4. Stop all Ephesoft Transact services. 5. Delete the following databases: Ephesoft Report Report_Archive 6. Restore the latest backup of the three databases…

Overview This document provides information on how to install Ephesoft Transact 2019.1 in the following environment: Environment — single-server Operating System — Linux Installation type — fresh silent The silent-mode installation allows the user to define installation configuration only once and then use it to duplicate the installation on many machines. The config.properties…

Overview This document provides information on how to install Ephesoft Transact 2019.1 in the following environment: Environment — single-server Operating system — Linux Installation type — upgrade The following tasks describe how to upgrade to Ephesoft Transact 2019.1: # Installation Task General Scope of Activity 1 Complete the Prerequisites Check Prepare for…

Overview This document provides information on how to install Ephesoft Transact 2019.1 in the following environment: Environment — single-server Operating System — Linux Installation type — fresh normal The following tasks describe how to install Ephesoft Transact 2019.1 for Linux: # Installation Task General Scope of Activity 1 Complete the Prerequisites Check…

Introduction This document provides information on important changes related to MariaDB and MySQL on Windows. The following changes affect Ephesoft Transact 2019.2 or above: The Ephesoft Transact installer no longer installs any database management systems (DBMS). Ephesoft Transact no longer supports MySQL databases. Refer to Install and Upgrade and reference the Platform…

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

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…

Prerequisites Following configuration is required for installing Ephesoft on Linux machine using command line Single script Linux installer: RedHat 6.5 or Ubuntu 13.10 OS (Installer is specifically built and tested on RedHat v 6.5 and Ubuntu v 13.10). Internet connection is required as some software need to be updated or installed from OS’s repository during Ephesoft’s installation.…

Page Content Ephesoft Transact Release Schedule — Release 2019.2 Operating System and Database Support Notices — Release 2019.2 View the Ephesoft Transact 2019.2 Release Notes for additional information Ephesoft Transact Release Schedule As of April 2019, Ephesoft follows the product lifecycle policy available at the following location: Ephesoft Product Lifecycle Policy End…

Ephesoft Transact Release Schedule End of Life (EOL) for a software release entails the following policies: When a software release reaches the end of life: Ephesoft does not provide new software licenses for that release. Ephesoft does not provide support services for that release. Ephesoft can provide upgrade compatibility for releases that reach EOL. Ephesoft may provide…

Page Content Ephesoft Transact Release Schedule — Release 2019.1 Operating System and Database Support Notices — Release 2019.1 View the Ephesoft Transact 2019.1 Release Notes for additional information Ephesoft Transact Release Schedule As of April 2019, Ephesoft follows the product lifecycle policy available at the following location: • Ephesoft Product Lifecycle Policy…