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 configure and use Universal Document Automation for Ephesoft Transact. Universal Document Automation uses the Semantik Artificial Intelligence (AI) Engine to analyze any document,…

The following article provides instructions for adding additional file types in the Folder-Import module. Supported File Formats Transact can process the following file types. lucene-search-classification-sample (Folder Only) image-classification-sample (Folder Only) test-advanced-extraction (WebUI Upload Only) test-classification (Folder Only) test-extraction (Folder…

Introduction This document describes how to install Ephesoft Transact 2022.1.00 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft Transact 2022.1.00 follows this general…

Introduction This document describes how to upgrade Ephesoft Transact 2022.1.00 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 2022.1.00 is only supported for these Linux…

Introduction This document describes how to upgrade to Ephesoft Transact 2022.1.00 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 Known Issue: When upgrading Transact from version 2020.1.05 to version 2022.1.00,…

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 Update The CronUtil version in 2022.1.00 has been upgraded from 9.1.2 to 9.1.6. This removes the CVE-2021-41269 vulnerability. Log4j has been updated to version 2.17.1. See…

Introduction This document describes how to install Ephesoft Transact 2020.1.06 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft Transact 2020.1.06 follows this general…

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.06 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 Known Issue: When upgrading Transact from version 2020.1.05 to version 2020.1.06,…

Introduction As of November 9th, 2021, Ephesoft Transact 2020.1.06 is available. The following details the improvements and fixes available in this update. Availability Ephesoft Transact 2020.1.06 is available as a full installer and can be installed directly in the case of a fresh installation. For a direct upgrade to Ephesoft Transact 2020.1.06, your system must be running 2020.1 or above.…

Introduction Software updates provide enhancements to the latest version of Ephesoft Transact. This release includes compatibility enhancements and fixes for features. Software Updates Salesforce ID Category Issue 00021054 Batch Class Import Document Types Import Transact took excessive time with import and export operations where content included a large number of document…

The following is a list of known issues discovered in this release for which a workaround is provided. Category Known Issue Workaround Access Manager Roles may not be set by default in Access Manager when a fresh installation of Transact integrates with LDAP and Oracle. Set the user roles manually. Advanced Barcode Extraction Plugin for Linux Advanced Barcode Reader Plugin…

Installation, Upgrades, and Resources Ephesoft Transact 2020.1.06 offers the latest in Ephesoft Transact software compatibility, building upon the extensive features released in previous versions. Release Notes 2020.1.06 Linux Installation Guide 2020.1.06 Linux Upgrade Guide 2020.1.06 Windows Installation Guide 2020.1.06 Windows Upgrade Guide 2020.1.06 Known Issues and…

Introduction This document describes how to upgrade Ephesoft Transact 2020.1.06 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 2020.1.06 is only supported for these Linux…

Introduction This document describes how to use the Ephesoft Transact AI Table Rule Builder in Ephesoft Transact. With the Ephesoft Transact AI Table Rule Builder, operators can create extraction rules for invoice table line items during the Validation stage in Ephesoft Transact. This feature also provides improved extraction accuracy by excluding rows that are not needed. With AI Table Rule…

The Ephesoft Transact 2020.1.05 release provides several software updates and product enhancements. The Ephesoft Transact 2020.1.05 release also includes several compatibility enhancements and fixes for features. Consolidated List of Software Updates The following is an abreviated list of the software updates and product enhancements included in the Ephesoft Transact 2020.1.05 release. For an…

Introduction This document describes how to install Ephesoft Transact 2020.1.05 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft Transact 2020.1.05 follows this general…

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.05 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 2020.1.05 follows this general…

Introduction This document describes how to upgrade Ephesoft Transact 2020.1.05 in the following environments: Environments — single or multi-server Operating system — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.05 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer to…

Known Issues and Workarounds The following is a list of known issues discovered in this release for which a workaround is provided. Category Known Issue Workaround AI Table Rule Builder When using the Manual mode of the AI Table Rule Builder with the Microsoft Edge browser, the row separators do not render properly. Resize the manual mode pane or click somewhere else on the page.…

Introduction As of July 13th, 2021, Ephesoft Transact 2020.1.05 is available. The following details the improvements and fixes available in this update. Availability Ephesoft Transact 2020.1.05 is available as a full installer and can be installed directly in the case of a fresh installation. For a direct upgrade to Ephesoft Transact 2020.1.05, your system must be running 2020.1 or above. If…

Installation, Upgrades, and Resources Ephesoft Transact 2020.1.05 offers the latest in Ephesoft Transact software compatibility, building upon the extensive features released in previous versions. Release Notes 2020.1.05 Linux Installation Guide 2020.1.05 Linux Upgrade Guide 2020.1.05 Windows Installation Guide 2020.1.05 Windows Upgrade Guide 2020.1.05 Known Issues and…

Introduction Important: This document covers configuration of the RECOSTAR_HOCR plugin for Linux . Transact for Linux 2020.1.05 introduces the RECOSTAR_HOCR plugin for Page Processing. The RECOSTAR_HOCR plugin improves OCR accuracy for non-English languages. It also provides more pre-OCR image processing flexibility for non-English languages. This is the first part of a multi-phased…

This document describes how to configure a database connection in Ephesoft Transact using the Connection Manager. This information is intended for Transact administrators. Overview The Connection Manager is located under System Configuration and provides administrators with a way to connect their database to Transact. This is used to support the Fuzzy DB Lookup and DB Export options. The…