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…

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…

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…

Applies to: on-premises, cloud This document describes how to configure the Validate Document plugin in Ephesoft Transact. These steps are intended for Transact administrators. For information on the Validation screen for operators, refer to Reviewing and Validating Documents. Overview When a batch reaches the READY_FOR_VALIDATION state in Transact, it needs to be manually validated by an…

This section includes articles related to configuring and managing document types in Ephesoft Transact. Add New Document Type Copy Document Type Document Type Additional Configurations Delete Document Type Global Document Types Importing and Exporting Document Types Learning Documents View Test Classification Learned Files

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…

Introduction This document provides user instructions for the Ephesoft Transact Web Scanner. The Web Scanner securely scans images into Ephesoft Transact from your client machine and supports both HTTP and HTTPS protocols. Images can be stored on the local system or on the server. Ephesoft Transact Web Scanner is certified to function with TWAIN-compliant scanners and their drivers.…

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…

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,…

Operators import documents into the system and review the data that is extracted. Operator Overview Batch List Review and Validation Operator Navigation Menu This navigation menu contains the same options as the login screen. This menu appears: Figure 1. Operator Menu The following table provides a brief overview of each operator page and its functions. Page…

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…

Introduction The following article describes Dashboard and Throughput Reports in Ephesoft Transact. These reports provide information to administrators about the performance of their instance. Note: This document applies to Ephesoft Transact 2019.1 and above. Accessing Reports Access reports from either of the following methods: If you have already logged into Ephesoft Transact, expand…

Introduction Important: Access to Advanced Reports requires an additional license. Contact tickets@ephesoft.com more information. Advanced Reports are informative tools that assist administrators in analyzing and optimizing the parameters used by Ephesoft Transact in the Document Assembly and Extraction modules. Note: This document applies to Ephesoft Transact 2019.1 and above. Ephesoft…

Introduction This document describes how to use Ephesoft Transact using Automation Anywhere. Allow for at least 30 minutes to complete this procedure. Prerequisites To complete the steps in this document, ensure that you have the following prerequisites: Ephesoft Transact 4.5.0.2 or a later version installed and licensed. Basic understanding of Ephesoft Transact batch class…

Introduction This document describes how to start using Ephesoft Transact inside UiPath. What You Need To complete the tasks in this document, ensure that you have the following prerequisites in place: Installation and licensing of Ephesoft Transact 4.5.0.2 or a later release Ephesoft Webservice/API license Basic understanding of Ephesoft Transact batch class administration…

Introduction Typically, an operator is required to validate all documents in a batch to move the batch to the next step in the batch processing workflow. This includes documents with index fields whose extraction confidence scores fell below the specified confidence threshold and need to be validated manually, as well as documents whose index fields were extracted with confidence scores above…

Overview This screen is enabled only for super-admin role. It contains following features: 1. Application Regex Pool Generate Key Regex Builder 2. Workflow Management It contain plugins and their respective dependencies needed by any workflow and criteria on which these plugins will be working. 3. Connection Manager 4. License Details Below screenshot shows an…

Scripting functionality in Ephesoft is supported where a custom requirement can be handled. Ephesoft includes power to perform custom functionality during different stages of batch processing. This functionality is supported through the scripts present inside the batch class folder in Scripts folder. These scripts are Java scripts which access batch.xml through two techniques: DOM Parser and JDOM…

Operator User Interface and Tasks Operator Screens and Tasks The following is a summary of the Operator screens and their controls. In many cases, this document provides links to additional information. The navigation available during initial access is as follows: Administrator Navigation from the Landing Page at Login Once you navigate into the user interface, you can expand the…

Ephesoft configuration with ADFS over SAML 2.0 with Authentication Type 1 and Authorization using Active Directory This wiki provides you details related to what all configuration needs to be taken care of when configuring Ephesoft with ADFS over SAML 2.0 with Authentication Type 1. Authentication Type 1 means we are authenticating using SSO but authorizing using Tomcat, LDAP or Active…

This article describes how to configure Ephesoft Transact with Active Directory Federation Services (ADFS) over SAML 2.0 using Authentication Type 1. Authentication Type 1 means we are authenticating using SSO but authorizing using Apache Tomcat, LDAP, or Active Directory. In this article, we will focus on authorization with Apache Tomcat using port 8443. Overview How does authentication with…

SSO Overview Single sign-on (SSO) is a mechanism of access control that can be applied on multiple related, but independent software systems. With this mechanism, a user logs in once and gains access to multiple systems without being prompted to log in again for each individual application. Conversely, single sign-off is a property mechanism whereby a single action of signing out terminates…

What’s New In Transact 4.5? Machine Learning | Machine Learning of Global Document Types   The default Batch Class list in Ephesoft Transact includes a Global Batch Class. Here, you can create and configure Global Document Types which can then be inherited (along with all configuration details) by any other Batch Class. Global Document Types can be configured and modified only in the…