Ephesoft Transact 2019.1 Upgrade Guide – Single-Server – for Linux

Overview This document provides information on how to install Ephesoft Transact 2019.1 in the following environment: Environment — single-server Operating system — Linux Installation type — upgrade The following tasks describe how to upgrade to Ephesoft Transact 2019.1: # Installation Task General Scope of Activity 1 Complete the Prerequisites Check Prepare for…

Linux Fresh Normal Install 2019.1

Overview This document provides information on how to install Ephesoft Transact 2019.1 in the following environment: Environment — single-server Operating System — Linux Installation type — fresh normal The following tasks describe how to install Ephesoft Transact 2019.1 for Linux: # Installation Task General Scope of Activity 1 Complete the Prerequisites Check…

Install Ephesoft Transact 2019.2 – Single and Multi-Server

Introduction This document describes how to install Ephesoft Transact 2019.2 in the following environments: Environment types — single and multi-server Operating System — Windows® Installation Overview The process of installing Ephesoft Transact 2019.2 follows this general sequence of tasks. Installation Task General Scope of Activity Prerequisites Prepare for…

KB00027825 – Is there a way to disable HTTP after we have enabled SSL

KB00027825 - Is there a way to disable HTTP after we have enabled SSL Question: I have enabled SSL following this doc - https://ephesoft.com/docs/enable-ssl/. Is there a way that we can disable HTTP since we have HTTPS running successfully? Answer: Certainly yes. There are a few steps required, which are listed below. 1.  Web.xml (<Ephesoft Installation…

Machine Learning Improvements: Machine Learning for Invoices and Enhanced Machine Learning

Introduction Core Machine Learning for Invoices Enhanced Machine Learning Troubleshooting Web Services Introduction In previous versions of Transact, machine learning heavily relied on the input/rules provided by the operator. The system learned and saved the values entered on the Validation screen based on the anchors after the user specified the corresponding regex, dictionary or…

EText Support – Leveraging Existing Text Layer in PDF Documents

Introduction EText Functionality Page Process Module Learn File(s) / Test Classification / Test Extraction Extraction Configuration Screens Batch.xml File Export Module Web Services Use Cases EText Mode – Automatically EText Mode – Always EText Mode – Never Introduction Ephesoft Transact fully leverages the text embedded in computer generated PDFs (also referred to by RecoStar as…

System Configuration

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…

Security Configuration

This section includes information about security configuration in Ephesoft Transact. Password Masking Security: Restricting access to certain Ephesoft Web Pages Ephesoft Encryption Framework – Continued How to: Configure Batch Class Encryption Support for batches executed of Encrypted Batch Classes. LDAP/AD Password Encryption How to Encrypt Passwords in Ephesoft files…

Export Module

The Export Module defines how documents are exported in Ephesoft Transact. This section includes information about the Export Module and its related plugins. Box Export Plugin Export to Microsoft SharePoint 365 Create Multipage Files Plugin Clean Up Batch Instance(s) DB Export Configuration Tabbed PDF Plugin Key Value Learning Plugin IBM CM Plugin Docushare Export…

Importing Documents

This section will cover all the different methods and strategies for importing documents into the Transact Platform Supported File Types for Import Web Scanner E-mail Configuration CMIS Import Plugin Upload Batch Web Scanner Caching Improvement

Operator Overview

Operator User Interface and Tasks Section 4.0 Overview of Operator Screens and Tasks Section 4.1 This chapter presents a summary of the following 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…

Contact Support

Phone Support Americas (USA, Canada and Latin America) – 949-335-5335, Opt. 3 EMEA (Europe, Middle East and Africa) – +44 118 466 5000, Opt. 3 Germany - +49 6126 5503510, Opt. 3 APAC (Asia, South Pacific) - +61 2 8415 9840, Opt. 3 Note: All regions service hours are 9 AM- 5 PM local time. Ephesoft Web Portal To set up an Ephesoft Web Portal account, please email…

Issue: Transact operations slowness due to corrupted KV extraction entries in the database

Issue: In some cases, KV extraction entries in the database might get corrupted, which causes the slowness of Ephesoft Transact operations, including execution of web services. Important: Before executing this query, contact Ephesoft Technical Support. Solution (for MSSQL database): 1. Stop the Ephesoft server. 2. Take backup of the Ephesoft database. 3. Extract the file below…

Configuring Ephesoft Transact with ADFS over SAML 2.0 using Apache Tomcat

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…

Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 2 and Multiple group Support

Ephesoft configuration with ADFS over SAML 2.0 with Authentication Type 2 and Multiple Group Support 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 2. Authentication Type 2 means we are authentication and authorizing using SSO when users are associated with more than one group.……

Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 2

Ephesoft configuration with ADFS over SAML 2.0 with Authentication Type 2 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 2. Authentication Type 2 means we are authentication and authorizing using SSO.   Understanding Authentication Type 2 Integrating Ephesoft with…

KB00023267: How to Enable CORS in Ephesoft Transact

Issue: In this article, you will learn how to enable Cross-origin resource sharing (CORS) in Ephesoft Transact and resolve Access Control Allow Origin Exception with your web application. What is CORS? CORS is a security feature that uses HTTP Headers that can be sent from the web server and interpreted by the browser to allow the browser to decide if it should proceed with a request or not.…

Quick Reference Guide

Introduction This quick reference guide provides a brief overview of Ephesoft Transact features and terminology, user roles, and main operating interfaces. Ephesoft Transact captures document data using context-driven productivity and open source technologies, and can operate both on-premises and in the cloud. Ephesoft Transact processes incoming documents and extracts data in the following…

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,…

Manually Configuring SAML 2.0 SSO for Ephesoft Transact 4.5.0.x and 2019.1

[embeddoc url="https://ephesoft.com/docs/wp-content/uploads/2019/04/Transact_450X_Manual_SAML_SSO-20_Config_1-1b.pdf" download="all"] Introduction SSO Overview Section 1.1 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…

KB00023358: How to manually upgrade from Apache v2.2.X to v2.4.28

KB Article #: KB0023358 Topic/Category: Apache Applies to: Prior to v4.5.0.0 Issue: Security vulnerabilities fixes. Following is the list of security vulnerabilities related to Apache which would be fixed by upgrading to 2.4.28:  S No   Title   Severity  1  Apache HTTPD: mod_mime Buffer Overread (CVE-2017-7679)  Critical  2  Apache HTTPD: ap_get_basic_auth_pw()…

Error Uploading Images Remotely

Error Uploading Images Remotely Last updated on April 28, 2020 Important: To resolve this issue, you will need administrator permissions. Issue: When uploading supported images (PDF or TIFF) to KV Extraction or KV Page Process remotely (from the web interface), you may receive the following error, “Error while uploading image. Please try again.” This issue only occurs when accessing…

Linux | Transact 4.5.0.0 – Installation Guide

Revision 2 — March 12, 2020 Steps of execution 1. Do not run the sudo yum update (RHEL/CentOS) or sudo apt-get update && sudo apt-get upgrade (Ubuntu) command, as this will take the operating system to an unsupported version. Refer to Platform Configurations and Third-Party Integrations 4.5.0.0 for more information on supported versions. 2. Make a directory for the Ephesoft install…

Error 2 File Not Found when Starting Ephesoft Transact

Issue: Error 2 File Not Found when Opening Ephesoft Transact UI Affects: Ephesoft 4.x versions   Users may have issues opening the Ephesoft Transact UI after successfully starting the Ephesoft Transact UI and will see a 404 Error like below,   Examining the Ephesoft logs may show an Error 2 written to the log like below:   4.5.0.0 Windows 10…