What is the Difference Between the Document Assembler and Advanced Document Assembler?

Applies to: Ephesoft Transact 4.5.0.0 and above When the Advanced DA Switch is enabled in the DOCUMENT_ASSEMBLER plugin, the plugin will run using the ADVANCED_DOCUMENT_ASSEMBLER algorithm. So what are the differences between the two algorithms? Separation Method The main difference between the two algorithms is their separation method: Document Assembler Algorithm: Looks at the highest…

Importing Windows Batch Class to Linux Environment

The following instructions describe how to migrate batch classes from Windows to Linux. Before proceeding, export your batches from the Windows environment and import them into the Linux one. The following changes should be made after importing the batch class to Linux. After Importing the Batch Class to Linux Follow the instructions below for each imported batch class. Page Process Module…

Transact Cloud

Transact Cloud transforms your physical documents into usable data by automatically identifying document types, extracting key information and delivering it directly to any type of repository or workflow. Transact Cloud uses AWS-hosted cloud infrastructure to extract data from documents in any format. The Ephesoft Technical Operations Team sets up the cloud environment and enables…

Windows Upgrade Guide 2020.1.02

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.02 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 2020.1.02 follows this general…

Windows Installation Guide 2020.1.02

Introduction This document describes how to install Ephesoft Transact 2020.1.02 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 2020.1.02 follows this general…

Transact 2020.1.02

Installation, Upgrades, and Features Ephesoft Transact 2020.1.02 offers the latest in Ephesoft Transact software compatibility, building upon the extensive features released in previous versions. Release Notes 2020.1.02 Linux Installation Guide 2020.1.02 Linux Upgrade Guide 2020.1.02 Windows Installation Guide 2020.1.02 Windows Upgrade Guide 2020.1.02 System Requirements…

Known Issues and Workarounds 2020.1.02

The following is a list of known issues for which a workaround is provided. Category Known Issue Workaround Batch Class Import If you are importing a batch class that creates or updates global document types in the global batch class, the import process will fail if there is a local document type in the Global Batch Class (BC0). Importing will succeed if all local document types…

Software Updates 2020.1.02

Software updates provide enhancements to the latest version of Ephesoft Transact. This includes security and compatibility enhancements, and fixes for features. In addition to the updates listed in the Ephesoft Transact 2020.1.01 Service Pack, the following issues have now been resolved: Salesforce ID Category Description 00011263 Batch Import After upgrading from 4.5.0.2 to…

2020.1.02

Introduction As of July 28, 2020, Ephesoft Transact 2020.1.02 is available. The following details the new features and fixes available in this update. Availability Ephesoft Transact 2020.1.02 is available as a full installer and can be installed directly in the case of a fresh installation. For direct upgrade to Ephesoft Transact 2020.1.02, your system must be running 2020.1 or 2020.1.01. If…

Known Issue: Error in Logs When Exporting a Batch Class

Applies to: Ephesoft Transact 2020.1 and above Issue The following error occurs in the dcma logs when exporting a batch class, even though the batch class exports successfully. “2020.1.02 Windows Server 2016 2020-06-16T09:46:04,412 ERROR http-nio-8080-exec-4 com.ephesoft.gxt.admin.server.ExportBatchClassDownloadServlet - unable to export CHE plugin configuration file while exporting…

Changing the DPI of an Output PDF File

Applies to: All versions of Ephesoft Transact This page includes instructions on how to change the dots per image (DPI) of an output PDF file. The instructions here are specific to the CREATEMULTIPAGE_FILES plugin of the Export module. The DPI of a PDF file can be read by either: Saving the PDF as a TIF and inspecting the properties. Using FineReader software. Changing the DPI…

Transact

Welcome to Transact Get Started New to Ephesoft Transact? Start here Install and Upgrade Find the latest installation instructions here Developers Want to know how to manage plugins and custom scripting? Click here Troubleshooting Can't find what you're looking for? Search our Knowledge Base

How to Update SharePoint Authentication for Ephesoft Transact

Applies to: All versions of Ephesoft Transact This article provides steps on how to update your Sharepoint account to configure the SHAREPOINT_355_EXPORT_PLUGIN in Ephesoft Transact. You may need to perform these steps if you are receiving an error for updated authentication when configuring the plugin. Instructions Perform the following steps to create a new App password for your Sharepoint…

Ephesoft Transact 2020.1.01 Service Pack

Summary As of March 31, 2020, a service pack is available for Ephesoft Transact 2020.1. The service pack helps to correct issues discovered by our customers using Ephesoft Transact 2020.1 and includes configuration changes to support the Cloud HyperExtender (CHE) plugin globally. To obtain the Ephesoft Transact 2020.1.01 service pack, contact Ephesoft Support for credentials to the Customer…

Linux Upgrade Guide 2020.1

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

Windows Upgrade Guide 2020.1

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1 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 follows this general sequence…

Known Issues and Workarounds 2020.1

  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…

Software Updates 2020.1

Software updates (previously known as bug fixes) provide enhancements to the latest version of Ephesoft Transact. This includes security and compatibility enhancements and fixes for features. In addition to the updates listed in Ephesoft Transact 2019.2 Service Pack, the following issues have now been resolved: Ticket ID EPHE: Axosoft SF: Salesforce Category Description…

2020.1

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,…

Administrator Role and Features

Administrators in 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. Administrator Overview Batch Class Management Batch Instance Management Screen Folder Management Importing Documents…

Linux Installation Guide 2020.1

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…

Windows Installation Guide 2020.1

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…

Transact 2020.1

Installation, Upgrades, and Features  Ephesoft Transact 2020.1 offers the latest in Ephesoft Transact software capability, building upon the extensive features released in previous versions.   Release Notes 2020.1 Linux Installation Guide 2020.1 Linux Upgrade Guide 2020.1 Windows Installation Guide 2020.1 Windows Upgrade Guide 2020.1 Additional Resources New Features and…

Licensing Requirements

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…

Ephesoft Transact Workflow

Ephesoft Transact Overview Using context-driven productivity and open-source technologies, Ephesoft Transact scans and extracts data from documents that arrive in formats such as paper, fax, and email attachments. Ephesoft Transact automates the end-to-end document processing workflow with minimal operator interaction. Ephesoft Transact is a web-based application that can be installed…