Introduction This document describes how to upgrade Ephesoft Transact 2020.1.02 in the following environments: Environments — single or multi-server Operating system — Red Hat Enterprise Linux (RHEL) 7.5 or 7.6 Note: Ephesoft Transact 2020.1.02 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer to…

Introduction This document describes how to install Ephesoft Transact 2020.1.02 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 2020.1.02 is only supported for these Linux distributions. Do not run the yum update command, as this updates RHEL to an unsupported version. Refer…

Available: on-premises, cloud Applies to: Ephesoft Transact 2020.1.02 and above Microsoft and Linux installations Introduction This article includes steps on how to configure the S3 Import plugin. An Amazon Web Services (AWS) S3 bucket operates as an additional ingestion point into Ephesoft Transact. Using the S3 Import plugin, your batch class can be configured to import files from an S3…

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…

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…

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 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 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…

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

Introduction This document describes how to upgrade Ephesoft Transact 2019.2 in the following environments: Environments — single or multi-server Installation types — normal or silent Upgrade Overview The process of upgrading to Ephesoft Transact 2019.2 follows this general sequence of tasks. Installation Task General Scope of Activity Prerequisites Prepare to upgrade…

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.…

Available: Cloud Introduction This document outlines the setup and configuration for the Ephesoft Cloud HyperExtender (CHE) plugin in Ephesoft Transact. CHE accommodates spikes in batch class volume by offloading document splitting and optical character recognition (OCR) to the Ephesoft Cloud. Global CHE service is centrally hosted in the following four locations. For best performance,…

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…

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,…

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…

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…

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…

Introduction Reporting consists of the following major functions: Data Migration Data Calculation Data Cleanup Ephesoft Transact Reporting also supports multiple languages as part of the User Interface. For more information, refer to Global Languages. Note: This document applies to Ephesoft Transact 2019.1 and above. Reporting Process – Cron Jobs A single master cron job…

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…

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 silent The silent-mode installation allows the user to define installation configuration only once and then use it to duplicate the installation on many machines. The config.properties…