IBM CM Plugin
Available: on-premises, cloud
Overview
This plugin is used to export batch XML in IBM content management schema format. Basically this plugin transforms batch xml to another XML acceptable by IBM Content Management.
Configuration
Steps for configuring the plugin
User can select the Export module and navigate to IBM CM plugin configuration page as shown below:
Users can edit the…
Docushare Export Plugin
Available: on-premises, cloud
Overview
This plug-in is used for exporting zipped file for a batch. It transforms the batch xml to another xml format acceptable by Docushare CMS and zips it along with multipage pdf to Docushare export folder location.
Steps of execution
This plug-in works in the export phase of the application when all the processing on the batch has been done and…
Document Assembler Plugin
Available: on-premises, cloud
Overview
The DOCUMENT_ASSEMBLER plugin is responsible for forming multi-page documents from single pages. This plugin reads all the pages present inside the "Unknown" document type and creates new documents on the basis of page-level fields. The DOCUMENT_ASSEMBLER plugin will review page level field results and use the page_level_index fields to determine the…
CSV File Creation Plugin
Available: on-premises, cloud
Overview
This plugin is used for exporting the CSV file for a batch. It transforms the batch.xml file to a CSV file format acceptable and exports it to the final CSV export folder location configured in the “CSV Creation Final Export Folder” property. The CSV file is created using the batch.xml file for the document level fields present. If the switch is ON then a…
Create Thumbnails Plugin
Available: on-premises, cloud
Overview
This plug-in is used to create the thumbnail image of the batch images. Two types of thumbnails will be generated by this plugin:
Display Thumbnails: These thumbnails are displayed in Review and Validate screen, where pages in the documents are shown as thumbnails under the document name.
Compare thumbnails: These thumbnails are used by classify…
Create OCR input Plugin
Available: on-premises, cloud
Overview
This plugin is used for generating PNG files corresponding to input files. These input files may be tiff files or multipage tiff files. These PNG files are used for further processing and OCRing. It uses ImageMagick for converting files to PNG which will be used for OCRing.
Configuration
Steps for configuring the plugin
Select the Page Process module…
Copy Batch XML Plugin
Available: on-premises, cloud
This page describes how to configure the Copy Batch XML plugin in Ephesoft Transact. These steps are intended for Transact administrators.
Overview
The Copy Batch XML plugin exports the batch.xml and batch files (multi-page PDFs and TIFs) files to the final drop folder. You can modify the names of the copied document files and to where these files will be copied…
Clean Up Plugin
Available: on-premises, cloud
This page provides an overview of the Cleanup plugin in Ephesoft Transact. This information is intended for Transact Administrators.
Overview
The Cleanup plugin is a default plugin in the Export module. This plugin removes all content associated with a batch instance after it has finished processing, including system files and UNC folder data.
Specifically,…
Barcode Reader Plugin
Available: on-premises, cloud
Overview
Barcode Reader Plugin is used to read barcode from the input images using zxing. Barcode Reader plugin is used to read the following barcode types:
CODE39
CODE93
CODE128
ITF
PDF417
QR
DATAMATRIX
CODABAR
EAN13
Any barcode detected on the images using barcode reader plugin then that barcode decoded value will be consider as…
Barcode Extraction Plugin
Overview
This BARCODE_EXTRACTION plugin extracts barcode data and populates the data in a configured index field. The plugin uses the barcode type that is assigned in the Barcode field for the Document Type. If there are any barcodes present on images, then the Transact will extract barcode data and populate it in the document level field.
Configuration
Add the BARCODE_EXTRACTION…
Automated Regex Validation Plugin
Available: on-premises, cloud
This page provides an overview of the Automated Regex Validation plugin in Ephesoft Transact. This information is intended for Transact administrators.
Overview
The Automated Regex Validation plugin is a part of the Automated Validation module. This plugin runs automatically in the workflow comparing the validation rules, set in each index field, against the…
4.0 Plugins documentation
Automated Regex Validation
Barcode Extraction
Barcode Reader Plugin
Clean Up Plugin
CMIS Export Plugin
Copy Batch XML
Create Display Image Plugin
Create Multipage Files Plugin
Create OCR input Plugin
Create Thumbnails Plugin
CSV File Creation Plugin
DB Export Plugin
Document Assembler Plugin
Docushare Export Plugin
Fuzzy DB Extraction Plugin
IBM CM…
RecoStar HOCR Plugin
Available: on-premises, cloud
Overview
The RecoStar HOCR plugin is a part of the Page Process module, by default. The following snapshot illustrates the plugins that are typical for the Page Process module:
RECOSTAR_HOCR plugin in the Page Process module
This plugin uses the RecoStar OCR (optical character recognition) engine for generating HOCR XML files. This plugin reads the image…
RecoStar Extraction Plugin
Available: on-premises, cloud
Overview of the RECOSTAR_EXTRACTION Plugin
The RECOSTAR_EXTRACTION plugin is a part of the Extraction module, by default. This plugin extracts data from the fields that are contained in a document. The RECOSTAR_EXTRACTION plugin extracts data values from document-level fields in the Extraction module. This plugin is typically used for extracting data from fixed…
Classify Images Plugin
Available: on-premises, cloud
The CLASSIFY_IMAGES plugin is responsible for classifying documents using the image comparison algorithm in ImageMagick. The plugin works on the two stages for classifying a document:
Learning: Learning is done by generating indexes for documents, which are used to classify documents. Refer to Learning Documents for more information.
Classification: Learnt…
Software Updates 2022.1.01
Introduction
Software updates provide enhancements to the latest version of Ephesoft Transact. This release includes compatibility enhancements and fixes for features.
Consolidated List of Software Updates
Several files were updated to resolve potential risks:
Upgraded to c3p0-0.9.5.5.5.jar (CVE-2018-20433).
Upgraded to geronimo-jta_1.1_spect-1.1.1.jar, which is part of geronimo-3.0.1…
Windows Upgrade Guide 2022.1.01
Introduction
This document describes how to upgrade to Ephesoft Transact 2022.1.01 in the following environments:
Environment types — single and multi-server
Operating System — Windows®
Important: Steps unique to a multi-server upgrade are identified where applicable in this document.
Upgrade Overview
The process of upgrading to Ephesoft Transact 2022.1.01 follows this general…
Linux Upgrade Guide 2022.1.01
Introduction
This document describes how to upgrade Ephesoft Transact 2022.1.01 in the following environments:
Environments — single or multi-server
Operating system — Red Hat Enterprise Linux (RHEL)
Refer to Platform Configurations and Third-Party Integrations for information on supported versions.
Note: Ephesoft Transact 2022.1.01 is only supported for these Linux distributions.…
Known Issues 2022.1.01
Known Issues
The following is a list of known issues discovered in this release for which there is not yet a workaround or fix.
Category
Known Issue
Table Extraction
Document type creation using Document Design Accelerator for table extraction fails because of incorrect table detection.
Cloud OCR Plugin
The previously saved API key is not cleared when the user switches…
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…
Known Issues 2022.1.0
Known Issues
The following is a list of known issues discovered in this release for which there is not yet a workaround or fix.
Category
Known Issue
Reporting
MariaDB
When using MariaDB as your database, data does not migrate from the Report database to the Report_Archive database due to collation differences between the two databases.
Document Design Accelerator……
Document Design Accelerator
Introduction
Applies to: Transact Version 2022.1.00 or newer. Table support applies to Transact versions 2022.1.01 or newer.
Availability: Windows and Linux on-premise or cloud.
This article describes how to use the Document Design Accelerator in Ephesoft Transact. The Document Design Accelerator feature is a batch class design tool that uses the Semantik Artificial Intelligence (AI)…
Semantik AI Engine
Introduction
Applies to: Transact version 2022.1.00 or newer.
Availability: Windows and Linux on-premise or cloud.
Semantik Artificial Intelligence (AI) Engine shortens batch class design time by reducing the number of steps required to create document type schemas and key-value extraction rules. Starting with Transact 2022.1.01, extraction includes tables. The Semantik AI Engine is a…
KB: When Opening PDF Generated by Recostar on Linux, Adobe Reader Displays “Cannot find or create the font FreeSans”
Applies to: Transact version 2020.1.06 and above
Affected operating systems: Linux
Issue
This issue occurs when opening a PDF file created by Recostar on Linux after exporting a PDF via the Multipage Export Plugin. When opening the file in Adobe Reader, the following error occurs:
Cannot find or create the font ‘FreeSans.’ Some characters may not display or print correctly.
Figure…
2022.1.00
Introduction
As of May 3, 2022, Ephesoft Transact 2022.1.00 is available. The following is an overview of the new features and improvements available in this release.
Installation
Ephesoft Transact 2022.1.00 is available on both Windows and Linux. Refer to the 2022.1.00 Install and Upgrade section of the Ephesoft documentation site for guides.
Transact 2022.1.00 is available as a full…