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…

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,…

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 contains plugins that define how documents and the extracted data are distributed to external storehouses or other forms of output after all document processing and workflow operations are complete. The following plugins belong to the Export module: Beta: Multipage Export Plugin Box Export Plugin Clean Up Plugin CMIS Export Plugin Copy Batch XML Plugin…

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 Email Configuration CMIS Import Plugin Upload Batch

Operator Overview

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…

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…

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

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…

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…

Submitting Support Tickets: Required Artifact to View Performance Issues

This article focuses on what artifacts 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 If you are observing any of the reported issues listed above, then you can report the issue by creating a new ticket at tickets@ephesoft.com. To speed up…

SSO | 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 Security framework. For…

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, refer to…

Upgrade to Ephesoft Transact 2019.2 – Single and Multi-Server

Introduction This document describes how to upgrade to Ephesoft Transact 2019.2 in the following environments: Environment types — single and multi-server* Operating System — Windows® 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 for upgrade…

Transact 4.5.0.0 Fresh Installation on Microsoft® Windows

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 Transact as a fresh install using the Windows…