Versions: All Transact versions Users can configure users with a database using the JDBCRealm. 1. In the server.xml file, comment MemoryRealm for context path "/dcma". 2. Add a JDBCRealm as shown below. Using Windows Authentication <Realm className="org.apache.catalina.realm.JDBCRealm" driverName="net.sourceforge.jtds.jdbc.Driver"…

The purpose of the Email Configuration screen is to allow users to configure their email accounts with Ephesoft Transact. This screen works with the Email Import plugin to import documents from a user’s email account. This configuration is done per batch class. Multiple email accounts can be set up for each batch class. Prerequisites Complete the following steps in order to turn on the email…

The existing Web Scanner mechanism was not supported by all the browsers and required changes in the methodology. The Advanced Web Scanner Service provides a more secure and improved process of scanning the images. User can download the Advanced Web Scanner Service on their client machines. And can configure the switch for storing the scanned images on the local system or server (TIFF files will…

Available: on-premises, cloud The "SHAREPOINT_365_EXPORT" plugin exports documents to an online SharePoint repository. User can configure the export for each Document Type and connection settings in both online and offline mode. But for exporting the documents, connection with the SharePoint account is required. The PDF and TIFF files are exported to the online SharePoint repository along with…

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…

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…

Overview You can automatically download files from a CMIS-compliant repository and process them as batches in Ephesoft Transact using the CMIS Import feature. CMIS-compliant repositories include, but are not limited to: Alfresco Nuxeo Documentum SharePoint The CMIS Import monitors the CMIS-compliant repository using a cron job, which periodically checks a specified folder for…

Overview You can configure email import from the Email Configuration screen is responsible for configuring the user mail accounts and E-mail Import plugin is responsible for importing the documents present in a defined form from the user's mail account. User is allowed to configure any mail account as well as the type of documents which the plug-in will support. This configuration is done per…

Introduction Ephesoft 4.0.3.0 takes all Batch Instances into consideration while computing data for Reporting. This will help in more accurate reports than earlier. Changes in Configuration Filename: <Ephesoft Installation Directory>\Application\WEB-INF\classes\META-INF\dcma-reporting\etl-variables.properties The following two properties are added with respect to Encrypted Batch…

Filename: Mail-Import.properties Location: C:\Ephesoft\Application\WEB-INF\classes\META-INF\dcma-mail-import\ Purpose: Used to configure settings for importing batch instances from email (version 2022.1.01). dcma.importMail.cronExpression=0 0/1 * ? * * #multiple values separated by semi-colon(;) dcma.supported.attachment.extension=doc;xls;zip #Value indicating the threadpool size…

Filename: application.properties Location: C:\Ephesoft\Application\WEB-INF\classes\META-INF\ Purpose: Configures…   ephesoft.product.version=3.1.2.9 report.ant.buildfile.path=C:\\Ephesoft\\Report/ephesoft-reporting/build.xml enable.reporting=true enable.uploadBatch=true #default doc type view can be "dropdown_list" or "suggest_box" document.default_doc_type_view=suggest_box_view…

Available: on-premises, cloud The CMIS Export plugin is used to upload the final output of batch execution (PDF or TIFF files) to a CMIS-compliant repository as a “Document” object. Ephesoft Transact supports most CMIS-compliant repositories, including the following: Alfresco Nuxeo SharePoint IBM CM Documentum To upload documents and associated properties on the…

Configuring Silent installer What Is Silent Installation? Silent-mode installation allows user to define an installation configuration only once and then use the configuration to duplicate the installation on many machines. During installation in silent mode, the installation program reads the settings for user’s configuration from a config.properties file that user create before beginning the…

Overview This feature allows the user to specify a field that can be used to categorize the executed batches in a batch class. The batch class fields can be used to provide some user specific information. The field can be specified when uploading batches through Web Scanner and Upload Batch. The user can specify the validation pattern and the sample value for the defined batch class…

Introduction Samba is a file sharing service which is based on SMB/CIFS network file sharing protocols. SMB, stands for Server Message Block, is a protocol for sharing files, printers, serial ports, and communications abstractions such as named pipes and mail slots between computers. Samba primarily consists of two key programs plus few utilities. The two key programs are SMBD (Server…

Introduction Samba is a file sharing service which is based on SMB/CIFS network file sharing protocols. SMB, stands for Server Message Block, is a protocol for sharing files, printers, serial ports, and communications abstractions such as named pipes and mail slots between computers. Samba primarily consists of two key programs plus few utilities. The two key programs are SMBD (Server…

Prerequisites Following configuration is required for installing Ephesoft Transact on Linux machine using command line Single script Linux installer: RedHat 6.8 or Ubuntu 13.10 OS (Installer is specifically built and tested on RedHat v 6.8 and Ubuntu v 13.10). Make sure that sudo apt-get update and sudo apt-get upgrade have been run before running the installer. Internet connection is…

Prerequisites Following configuration is required for installing Ephesoft on Linux machine using command line Single script Linux installer: RedHat 6.8 or Ubuntu 13.10 OS (Installer is specifically built and tested on RedHat v 6.8 and Ubuntu v 13.10). Make sure that sudo apt-get update and sudo apt-get upgrade have been run before running the installer. Internet connection is required…

Question: Are there special steps necessary to  install Ephesoft on Ubuntu 14.10?   Answer: Like Ubuntu 14.04, Ubuntu 14.10 is supported by Ephesoft with some minor steps to take before installing Ephesoft. Before attempting an install of Ephesoft on Ubuntu 14.10, the user must first install MySQL Server and change the root password for MySQL as this will be needed during the install…

By default, MS Active Directory supports all LDAP connections using the Standard 389 port. You can configure Ephesoft to do the same by following the instructions below. Applicable Ephesoft versions: Ephesoft v4.x and up 1. First you have to configure the Active Directory to pull the groups so you can set the role(s) for the batch classes. To do this you will modify the…

Topic: Configuring your Ephesoft Installation to Authenticate with AD using the Global Catalog port. By using Global Catalog service you are able to simply use root domain (Domain components DC only) as user base and role base for authentication using LDAP/MS Active directory. This makes it so you simply have to use a single and convenient realm configuration to handle all authentication…