System Configuration

Overview This screen is enabled only for super-admin role. It contains following features: 1. Application Regex Pool Generate Key Regex Builder 2. Workflow Management It contain plugins and their respective dependencies needed by any workflow and criteria on which these plugins will be working. 3. Connection Manager 4. License Details Below screenshot shows an…

Developer Documentation

This area is designed for developers that are looking to add additional functionality or customize their solution beyond a regular installation. This includes web service API guides, scripting guides, external applications, custom integrations and more.  This section includes the following topics: Custom Plugins External Applications Regular Expressions Scripting Resources…

Additional Resources

This section provides additional resources about licensing for Ephesoft Transact: Licensing Policy Changes – Ephesoft Transact 4.5.0.0 or Above Ephesoft Transact Licensing – Core allocation Failover service and configuration tables License Validation 32-Core Recostar License for OCR on Windows

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…

Linux | Transact 4.5.0.0 – Installation Guide

Revision 2 — March 12, 2020 Steps of execution 1. Do not run the sudo yum update (RHEL/CentOS) or sudo apt-get update && sudo apt-get upgrade (Ubuntu) command, as this will take the operating system to an unsupported version. Refer to Platform Configurations and Third-Party Integrations 4.5.0.0 for more information on supported versions. 2. Make a directory for the Ephesoft install…

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:…

Steps to generate new details.properties in Linux environment

To create a new details.properties file and delete the old license file: 1. Stop ephesoft 2. navigate to /opt/Ephesoft/Dependencies/licensing/ 3. delete the details.properties file. (sample command: sudo rm -rf ./details.properties) 4. run this command while in the licensing directory after the details.properties file has been deleted: sudo ./license-info ./ Do not forget the ./ at the end…

How to Regenerate the details.properties for Licensing and MAC Address Changes

Applies to: All versions Topic/Category: Licensing Issue If you need a new Transact license and your server MAC address has changed, you will need to submit the request along with the new details.properties file for the server (or all nodes in a cluster) to tickets@ephesoft.com. This procedure will create a new details.properties file with the latest mac address information. Solution Follow…

Batch Instances Staying Locked when Web Scanner is OFF

Applies to: Ephesoft Transact 4.5.0.0 Resolved in: Ephesoft Transact 4.5.0.1 Issue If you have upgraded from an earlier version to Ephesoft Transact 4.5.0.0 and your Web Service License is turned off, you may see an issue with batch instances in which closing the browser tab does not unlock the batch instances. Workaround Manually unlock the stuck batch instances by clicking Unlock.…

Submitting Support Tickets: Required Artifact to View Performance Issues

This article focuses on what artifacts are required to be provided to support team in order to troubleshoot below reporting issues:  Observing Performance Issues  Observing Slowness on User Interface  Observing Low PPM Processing If you are observing any of the reported issues listed above, then you can report the issue by creating a new ticket at tickets@ephesoft.com. To speed up…

Box Export Plugin

Introduction This document describes how to configure Ephesoft Transact to export batch files and metadata to the Box repository from Ephesoft Transact, with the following elements of deployment: Prerequisites for using the Box Export plugin Setting up the Box repository application Configuring the BOX_PLUGIN plugin in Transact Executing a batch with files exported to the Box…

Upgrading on Windows

Overview This document provides a step-by-step procedure for upgrading Ephesoft Transact 4.5.0.0 on a Microsoft® Windows machine. Windows 7 SP1, Windows 10, Windows Server 2012, Windows Server 2012 R2, and Windows Server 2016 are supported and applies to both a fresh install and an upgrade install. These instructions should be referred to when users want to install Transact as an upgrade…

Upgrading to Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows

Introduction This article provides information about upgrading to Ephesoft Transact Version 2019.1 in the following method of deployment: Environment — Single-server Operating System — Windows® Installation type — Upgrade IMPORTANT: This document has been updated to describe how to install the Ephesoft Transact 2019.1 Hotfix. For additional information about this Hotfix, refer to…

Upgrade to Ephesoft Transact 2019.2 – Single and Multi-Server

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

Transact 4.5.0.0 Silent Installation on Microsoft® Windows

Overview This article provides a step-by-step procedure for installing Ephesoft Transact 4.5.0.0 silently on a Microsoft® Windows machine. Windows 7 SP1, Windows 10, Windows Server 12, Windows Server 12 R2, and Windows Server 2016 are supported and applies to both a fresh install and an upgrade install. Use these instructions to install Transact silently using the Windows Installer package…

Transact 4.5.0.0 Fresh Installation on Microsoft® Windows

Overview A step-by-step procedure for installing Ephesoft Transact 4.5.0.0 on a Microsoft® Windows machine. Windows 7 SP1, Windows 10, Windows Server 2012, Windows Server 2012 R2, and Windows Server 2016 are supported and applies to both a silent install and an upgrade install. These instructions should be referred to when users want to install Transact as a fresh install using the Windows…

Licensing Policy Changes – Ephesoft Transact 4.5.0.0 or Above

Revision 2 — March 12, 2020 Previously, the same Ephesoft Transact license could be used for both Microsoft® Windows and Linux. Starting from Ephesoft Transact 4.5.0.0, the licensing policy has changed. There are three license types: Type 1: Microsoft® Windows Type 2: Linux Type 3: Microsoft® Windows and Linux For information about licensing in Ephesoft Transact, refer to…

OCR Languages Selection from the UI

Ephesoft Transact supports the OCR engines Recostar (for Windows systems) and Nuance (for Linux systems). Transact also offers the option for Tesseract. The user can select any one of them depending on preference and system requirements. In Transact versions prior to Release 4.5.x.x or 2019.1, to define OCR languages for Recostar/Nuance, the user had to find the required backend folders on the…

Ephesoft Transact Licensing – Core allocation

Topic: How Ephesoft license service allocates cores in Transact Applicable Ephesoft versions: All This article explains how the Ephesoft license service allocates cores in a Transact system. Ephesoft Transact on a standalone installation In this case, the license service will check how many cores the installed license is for and will take that exact number, provided that the machine has…

Failover service and configuration tables

Overview This document describes the relationship between server_registry, service_status, and failover_service table. These tables hold information and status of all the servers as well as the services running on a standalone server, or on a specific server in a cluster. Ephesoft’s failover mechanism provides high-availability support for services across servers and helps recover servers from…

How to Migrate the Existing Transact Database to Another Server

Here are the steps you will need to take to successfully migrate your current MYSQL, MSSQL or Oracle database to a new server for Transact Version 4.x. All current data archived in the existing databases will be moved.   1. Stop the Transact Service 2. Make a backup of your entire Ephesoft folder directory and your current set of Ephesoft databases 3. Export the whole databases…

What do all of the service_type mean in the service_status table?

Question: What do all of the service_type mean in the service_status table? Answer: app_script This feature provides user with an option to execute a script repeatedly at some configurable interval of time to get some application level work done. For more details, please see wiki article below. https://ephesoft.com/docs/application-level-script etl_service This feature will provide reporting to…