Upgrading on Windows

Transact 4.5.0.0 – Installation Guide – Upgrade Overview 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…

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 This step-by-step procedure describes how to upgrade to Ephesoft Transact 2019.1 on a Microsoft® Windows machine. Supported Windows versions include the…

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…

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…

Installer | Installer Rollback Support

What’s New In Transact 4.5? Installer | Installer Rollback Support   Ephesoft Transact v.4.5.0.0 installer supports the full rollback, taking backup of the entire current application as well as the registry before installing a new version. Now, if any error occurs during the upgrade, the new installation will be completely rolled back, and the previous version will be reinstated.…

Installer Rollback Support

What’s New In Transact 4.5? Ephesoft Transact v.4.5.0.0 installer supports the full rollback, taking backup of the entire current application as well as the registry before installing a new version. Now, if any error occurs during the upgrade, the new installation will be completely rolled back, and the previous version will be reinstated. This feature is applicable only to upgrade cases.…

Extraction | Fuzzy Search Improvement

What’s New In Transact 4.5? Extraction | Fuzzy Search Improvement In Ephesoft Transact v.4.5.0.0, the Fuzzy Search functionality has been improved and finetuned. A new checkbox called Fuzzy Search has been added to the Fuzzy Search Results window on the Validation screen. By default, the Fuzzy Search is enabled. If the Fuzzy Search switch is used to look for multi-word records, all…

Extraction | Fuzzy Search Improvement

What’s New In Transact 4.5? Extraction | Fuzzy Search Improvement In Ephesoft Transact v.4.5.0.0, the Fuzzy Search functionality has been improved and finetuned. A new checkbox called Fuzzy Search has been added to the Fuzzy Search Results window on the Validation screen. By default, the Fuzzy Search is enabled. If the Fuzzy Search switch is used to look for multi-word records, all…

Import | Email Import Improvements

What’s New In Transact 4.5? Import | Email Import Improvements   Quick Reference Introduction Email Import Improvements Server/Security Types, Ports, and Dependencies Email Import Configuration Introduction With email import, you can configure an email account in the Batch Class to process the attachments in the mail or both, mail content and attachments. Once the mail…

Email Import Improvements

Quick Reference Introduction Email Import Improvements Server/Security Types, Ports, and Dependencies Email Import Configuration Introduction With email import, you can configure an email account in the Batch Class to process the attachments in the mail or both, mail content and attachments. Once the mail import configurations are done, the application will automatically start…

Custom Plugins

Ephesoft Plugin Development Creating Sample Plugin In order to create a new plugin, following steps need to be implemented: Download the plugin code sample Download Now 1. Click on “File -> New -> Other…” option. 2. Type “maven” and select “Maven project” from the list shown below. 3. Check the “Create a…

Custom Plugins

Ephesoft Plugin Development Creating Sample Plugin In order to create a new plugin, following steps need to be implemented: Download the plugin code sample Download Now 1. Click on “File -> New -> Other…” option. 2. Type “maven” and select “Maven project” from the list shown below. 3. Check the “Create a…

How to Migrate the Existing Transact Database to Another Server

Here are the steps you will need to take to successfully migrate your current MYSQL, MSSQL or Oracle database to a new server for Transact Version 4.x. All current data archived in the existing databases will be moved.   1. Stop the Transact Service 2. Make a backup of your entire Ephesoft folder directory and your current set of Ephesoft databases 3. Export the whole databases…

KB00013198 – Icons not displaying over HTTPS due to font awesome issue

Applies to: 4.0.x Issue: When enabling Ephesoft Transact to run over HTTPS, you may encounter a rendering issue with our icons in the Review and Validation pages for the display image and document functions.       Root Cause: Due security constraints the font-awesome references are not loading properly in Internet Explorer. This is mostly seen when the https…

HTTP Status 400 – Invalid direct reference to form login page

Known Issue#: HTTP Status 400 - Invalid direct reference to form login page Topic/Category: Tomcat Ephesoft version(s) Affected: Before Ephesoft Transact 4.5 Issue: You may observe an issue on browser after starting/restarting Transact Tomcat service stating "Invalid direct reference page seen, appears to happen". Root Cause: This happens since tomcat keeps track of…

How to set SSL/TLS in Tomcat

Introduction This wiki explains the process to enable SSL/TLS authentication on Tomcat. Pre-requisites In case the user has access to a trusted Certificate Authority (CA), then the user should go through the CA process to get a CA certificate, server certificate and server private key. In case user does not have a trusted Certificate Authority (CA), then they can create dummy CA…

Checklist : Ephesoft with ADFS over SAML 2.0

Ephesoft configuration with ADFS over SAML 2.0 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 Checklist components: Server.xml (http://tomcat.apache.org/tomcat-7.0-doc/ssl-howto.html) Configure connection port 8443 Comment connection port 8080 Restart the ephesoft service and verify…

KB0016632 FileLockValidator Missing PDF

KB Articles KB Article # 16632 Topic/Category: Scripting, Classification, Document Assembler, Web Services Ephesoft Version: 4x Issue: A 2017-05-10 10:48:11,802 [INFO] [org.springframework.scheduling.quartz.SchedulerFactoryBean#9_Worker-1] [com.ephesoft.dcma.util.FileUtils] - Exit Value Returned= -1 ; while Monitoring file \\server001\ephprod\WatchFolders\Mortgage\603834725.pdf……

How to disable next batch popup “Could not find a Batch Instance”

Question: How do I disable next batch popup as seen in screenshot below? Answer: 1. Edit application.properties file in <ephesoft installation>\Application\WEB-INF\classes\META-INF. 2. Change line rv.move_to_next_batch=ON (change this to OFF). 3. Restart Ephesoft Service. | Documentation Main Page | How To Articles | Downloads and Updates |

How to Encrypt Passwords in Ephesoft files

Brief Description: This tutorial deals with the steps on how to encrypt the plain text passwords in the Ephesoft files to increase security of the application.   Note: We manually have to replace the plain text passwords in the Ephesoft configuration files with the Encrypted password that gets generated with the Password Encryption Utility. The passwords can be encrypted in…

KB0013321 – Single Sign On Authorization Error

KB Article #: 13321 Topic/Category: SSO Applies to: v4.0.x Issue: After configuring SSO using the Authentication Type 1 or 2 in the Web.xml, some user will encounter a log in failure or an Error page in the web browser telling the user that “Access is Denied”.     Root Cause: The issue seems to be due to the incorrect ordering of the SSO Authentication filter in…

Ephesoft Reporting

Overview Ephesoft reporting feature enables the user to generate reports pertaining to the various components of Ephesoft. Reports can be generated of the following components: Batch Execution Information Server Status All reports can be filtered on the basis of Batch Class, Start Date of Batches and End Date of the Batches. The reports can also be configured to be calculated Per…

Ephesoft Reporting

Overview Ephesoft reporting feature enables the user to generate reports pertaining to the various components of Ephesoft. Reports can be generated of the following components: Batch Execution Information Server Status All reports can be filtered on the basis of Batch Class, Start Date of Batches and End Date of the Batches. The reports can also be configured to be calculated Per…