Ephesoft Transact 2019.1 Known Issues & Workarounds
Ephesoft Transact 2019.1 Hotfix
April 15, 2019: Ephesoft releases Transact 2019.1 Hotfix
This Ephesoft Transact 2019.1 Hotfix resolves issues with saving changes to the batch class and other issues discovered after the initial software release on January 31. For more information, refer to the following article:
Ephesoft Transact 2019.1 Hotfix
Issues and Workarounds
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Ephesoft Transact 2019.2 Known Issues & Workarounds
Category
Issue
Workaround
Installation and Upgrade:
Windows
After upgrading from Ephesoft Transact 2019.1 to version 2019.2 on a Windows system, the Windows Service account for Ephesoft Transact reverts back to the Local System account, and not to the Transact Windows Service.
The workaround for this issue is to run the Upgrade Wizard for Ephesoft Transact 2019.2,…
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:…
How to Perform Multiple FuzzyDB Lookups
Applies to: Ephesoft 4.5
Issue: How to Perform Multiple FuzzyDB Lookups on the same Batch Class
The scenario may arise where you need to perform a Field FuzzyDB search on a previously returned FieldFuzzy lookup value and use that first value to pull the related index field values from that first Fuzzy return.
Consider the below example:
In the below setup, we…
Machine Learning | Support for Multilingual Files
What’s New In Transact 4.5?
Machine Learning | Support for Multilingual Files
In Ephesoft Transact v.4.5.0.0, machine learning functionality has been enhanced to provide multilingual support. Now, you can use machine learning to extract data from documents written not only in English but in any language supported by the underlying Transact OCR engine (RecoStar for Microsoft Windows and Nuance…
Export Multiple Index Fields to Alfresco CMIS
Ephesoft Transact offers data export into multiple Alfresco index fields. This is useful for exporting multiple values at once, such as multiple invoice numbers.
Supported Data Types
The following table shows the data types that Ephesoft Transact can export into Alfresco.
Transact Data Type
Alfresco Data Type
Multi-Property Support
STRING
d:text
Yes
INTEGER
d:int
Yes……
Machine Learning | Machine Learning Classification and Extraction Roles
What’s New In Transact 4.5?
Machine Learning | Machine Learning Classification and Extraction Roles
In previous versions of Transact, the administrator managed permissions for machine learning classification and machine learning extraction using a single configuration on the Document Types screen. The required roles were selected from the column “Roles of Machine Learning” and were…
Machine Learning | Role-Based Table Machine Learning
What’s New In Transact 4.5?
Machine Learning | Role-Based Table Machine Learning
In Ephesoft Transact v4.5.0.0, table machine learning is performed on the basis of assigned roles, same as machine learning of document level fields (DLF). This means that Extraction Roles defined at the Document Type level apply to both index fields and tables.
In general, the application allows you to…
Hidden Table Column Feature
The Hidden feature allows you to hide any specific column or columns from the Validation screen. This option is available in the Additional Configurations dropdown list on the Table Columns screen. By default, this field is left unchecked so that all table columns will be visible on the Validation screen.
Once you mark any column as hidden:
It will not be displayed on the Validation…
Configuring Currency Settings for Tables
Applies to: Ephesoft Transact 4.5.0.0 and above
This article describes how to configure currency settings for table extraction. These steps are intended for Transact administrators.
Prerequisites
To create and configure currency settings for tables, the following prerequisites must be in place:
You will need a batch class with a document type configured. For detailed steps, refer to Add…
Fraud Detection Using OCR Font Switch
The Font Recognition switch has been introduced to detect potential fraud and tampering with processed documents. The HOCR file reflects the font style (Bold, Italics, and Underline) and font size if the Font switch is turned ON in the RECOSTAR_HOCR or NUANCE_HOCR plugins. This allows the user to detect any data that has been manually altered or added to the documents. By default, the Font switch…
Export | Support of Export to SharePoint 2013 and 2016
What’s New In Transact 4.5?
Export | Support of Export to SharePoint 2013 and 2016
In previous versions of Transact, the user could configure the application to export the files to SharePoint Online (Office 365).
Ephesoft Transact v.4.5.0.0 supports the export to SharePoint 2013 and SharePoint 2016 as well. You can configure the export for each Document Type and connection settings in…
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…
Table Extraction for 2-Column Layout
In previous versions of Transact, table extraction was allowed for tables with a single column layout. If the data was wrapped into multiple columns with repeating headers on the same page or extending from one page to another, table extraction failed to extract all data.
In Ephesoft Transact v4.5.0.0, table extraction in a 2-column layout is supported. For this purpose, a checkbox called…
Document_Type_Desc Option not working in Review Screen
Applies to: Ephesoft Transact 4.1.2.0
Resolved in: Ephesoft Transact 4.5.0.0
Issue
“Document_Type_Desc” option is not functioning on the Review screen. This same property option is working as expected in the Validation screen.
When selected, the “Document_Type_Desc” option should display the document description instead of the default, document system name. This Document Display Property…
How to Assign a Batch Instance
Overview
This article describes how to assign batch instances to specific groups or users using custom scripts in Ephesoft Transact to support a particular business workflow. This is different from the Suspend Batch feature. Batch instances cannot be assigned from the Ephesoft Transact UI. This is managed in the ScriptDocumentAssembler.java file.
Prerequisites
To perform the instructions in…
Scripting Resources
This section includes resources related to scripting in Ephesoft Transact.
Important: Before proceeding, read and agree to the Developer Disclaimer.
Scripting Guide
Scripting Plugin
Application Level Script
Batch Instance Group
Batch.xml and XSD Schema for Developers
Client Side Scripting
Display Error Cause for Default Scripts
Enabling Logging Custom Scripts
JDOM…
KB0016499 Format Conversion Using EMPTY Option Works During Test, not at Runtime
Applies to: Ephesoft Transact 4.0 and below
Issue
When attempting to use the Format Conversion plugin to remove any Alphabetic characters and replace them with EMPTY. This feature doesn’t work.
Root Cause
This is a bug and is fixed in Transact 2020.1.
Solution
Use ScriptExtraction.java script for this functionality. cleanUpFields() is the method in the script to replace characters with…
How predefined and unknown classification works
Applies to: All versions of Ephesoft Transact
A main part of the Transact workflow is classification. Transact algorithms learn document types and their content to correctly classify input files in their respective document type based on a user-defined minimum confidence level.
Confidence levels should be updated regularly if you have new documents coming in the input file.
Normal…
Form Data Extraction Using Nuance
This page describes how to install, activate, and configure Fixed Form Extraction using Nuance. To integrate with Nuance, you will need to use the Nuance Extraction plugin. These instructions are intended for Transact administrators.
Overview
The NUANCE_EXTRACTION_PLUGIN is part of the Extraction module. You can use the NUANCE_EXTRACTION_PLUGIN to extract:
Text data
Checkbox data
OCR…
Trigger Field Value Change Script for Table Data Fields
Summary
This feature helps the user to run custom script while changing the table data on the validation screen. System triggers a validation script if you change any table field. The system control defaults to the 1st invalid entry on the table view if the script is ON. This feature works the same way as the field value change script works for document level fields.
Steps to Run the…
Communication
Ephesoft Transact is a thin-client application so there is no client-side software that needs to be installed. It is designed so that centralized access can be achieved for administrators and operators, regardless of their location. Proper firewall routing, port-forwarding and DNS configurations are necessary if communication with remote administrators or operators is needed.
Client / Server…
Nuance Form Template Editor
Nuance Form Template Editor allows you to create templates that can be used to extract data using Nuance_Extraction_Plugin present in the Extraction module.
Start the Application
To start the application, launch Form Template Editor Application from the Windows start menu. Alternatively, double-click Template.exe from the installation directory. When you start the Form Template Editor…
Security & Compliance | HTML5 Web Scanner
What's New in Transact 4.1?
Security & Compliance | HTML5 Web Scanner
Ephesoft Transact browser based scanning tool.
Addressing the phasing out of ActiveX and NPAPI plugins used by the browsers.
Supports http and https protocol.
Supports all TWAIN & PAPER STREAM driver scanners.
Supports Automatic/Manual installation modes.
Documentation
Link to…
Connectivity | Microsoft SharePoint 365
What's New in Transact 4.1
Connectivity | Microsoft SharePoint 365
A new plugin “SHAREPOINT_365_EXPORT” is introduced for exporting the 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…