System Configurations

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…

Importing Documents

This section will cover all the different methods and strategies for importing documents into the Transact Platform Upload Batch CMIS Import Plugin E-mail Configuration Web Scanner Set Up Watch / Drop Folders 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…

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.   Solution (for MSSQL database): 1. Stop the Ephesoft server. 2. Take backup of the Ephesoft database. 3. Extract the file below and save it in a temporary location. KVExtraction_Proc 4.…

Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 1 and Authorization using Tomcat

Ephesoft configuration with ADFS over SAML 2.0 with Authentication Type 1 and Authorization using Tomcat 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 Directory. In this…

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: This article focuses on how to enable CORS in Ephesoft Transact and resolve Access Control Allow Origin Exception with customer 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. Part of the CORS mechanism involves…

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

Download [2.07 MB] 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 prompted to log in again for each individual application. Conversely, single sign-off is a property mechanism…

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()…

Linux | Transact 4.5.0.0 – Installation Guide

Steps of execution 1. Run the update. RHEL/CentOS: sudo yum update Ubuntu: sudo apt-get update && sudo apt-get upgrade 2. Make a directory for the Ephesoft install files. This example uses the following directory: /home/user/Downloads/Ephesoft 3. Download the zip file for the installer. Extract the files from the Ephesoft_linux.zip to this folder: unzip…

Installing Ephesoft Transact 2019.1 – Single-server – Linux – Fresh Installation

Version 2019.1 Notes One or more Linux installation or upgrade documents will be subject to change immediately after the release of Ephesoft Transact 2019.1. Please check back soon. Performing the Upgrade 1. Run the update. RHEL/CentOS: sudo yum update Ubuntu: sudo apt-get update && sudo apt-get upgrade 2. Make a directory for the Ephesoft install files. This…

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…

Ephesoft Transact Property File Reference Guide

This document lists and describes the Ephesoft Transact properties files, to include the path in which each property file is located, with links to additional information. For additional information about Ephesoft Transact folders, refer to the following resource: Ephesoft Folder Structure https://ephesoft.com/docs/ephesoft-folder-structure Properties Files in Ephesoft Transact…

KB00021305: Email Import impacted and not executing any more

Applies to : v4.1.2.1 Issue Description: There are few issue observed where we see email import getting impacted due to the below exception message: 4.1.2.1 Windows Server 2008 R2 2018-02-10 23:25:08,000 ERROR org.springframework.scheduling.quartz.SchedulerFactoryBean#12_Worker-7 com.ephesoft.dcma.mail.service.MailReceiverServiceImpl - Not able to process the mail reading from…

What artefacts to provide to Support when seeing Performance Issues ?

This wiki article focuses on what all artefacts are required to be provided to support team in order to troubleshoot below reporting issues:  Observing Performance Issues ?  Observing Slowness on User Interface ?  Observing Low PPM Processing ?   In case you are observing any of the above reported issues then you can start by reporting the issue to ephesoft support team by…

KB00021791: Issue in configuring MSSQL Windows Authentication when connecting to Remote MSSQL

Issue Description: In case you are trying to configure MSSQL Windows Authentication Issue through web UI in connection Manager and you are connecting to remote MSSQL instance then there may be a possibility that you see below exception message either for some windows users or for some other username with which your Ephesoft service is running:   Applies to: ALL Ephesoft Versions……

SSO | CAS-Based SSO Framework

CAS-Based SSO Framework SSO (Single Sign-On) is a mechanism of access control that can be applied on multiple related but independent software systems. This way, a user logs in once and gains access to multiple systems without being prompted to log in again for each individual application. Previously, the SSO mechanism in Ephesoft Transact only supported integration of the SAML-enabled Spring…

Transact 4.5.0.0 — Upgrading on Windows

Overview This document provides a step-by-step procedure for upgrading Ephesoft Transact 4.5.0.0 on a Microsoft® Windows machine. Windows 7 SP1, Windows 10, Windows Server 2012, Windows Server 2012 R2, and Windows Server 2016 are supported and applies to both a fresh install and an upgrade install. These instructions should be referred to when users want to install Transact as an upgrade…

Upgrading to Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows

Introduction This article provides information about upgrading to Ephesoft Transact Version 2019.1 in the following method of deployment: • Environment — Single-server • Operating System — Windows® • Installation type — Upgrade IMPORTANT: This document has been updated to describe how to install the Ephesoft Transact 2019.1 Hotfix. For additional information about this Hotfix,…

Microsoft® Windows | Transact 4.5.0.0 – Installation Guide – Fresh

Microsoft® Windows Installation Transact 4.5.0.0 Overview A step by step procedure for installing Ephesoft Transact 4.5.0.0 on a Microsoft® Windows machine. Windows 7 SP1, Windows 10, Windows Server 2012, Windows Server 2012 R2, and Windows Server 2016 are supported and applies to both a silent install and an upgrade install. These instructions should be referred to when users want to install…

Machine Learning | Support for Multiple JSON Files

What’s New In Transact 4.5? Machine Learning | Support for Multiple JSON Files   Whenever you perform machine learning for a document, a new machine-learning-extraction subfolder is created in the Batch Class folder (SharedFolders/<Batch Class>) on the Ephesoft Transact server. This subfolder contains JSON files with machine learning data for each Document Type and Index…