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…
Open Office Issue org.artofsolving.jodconverter.office.OfficeException: could not load document in Ephesoft Transact 4.1.2.1
Affected Version: 4.1.2.1
Component:
Email Import
Issue Description:
An issue is observed in Ephesoft Transact 4.1.2.1 with Email Import where PNG images when embedded or inserted using outlook-client fails to get converted to PDF file with below exception thrown in Ephesoft log files:
4.1.2.1.2018-08-30 11:50:07,650 - Unable to convert Email into PDF file.…
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…
Installing Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows – Fresh Installation
Introduction
Overview
This document provides information about installing Ephesoft Transact Version 2019.1 in the following environment:
Environment — Single-server
Operating System — Microsoft Windows®
Installation type — Fresh
Ephesoft Transact 2019.1 supports the following Windows versions for fresh installation, silent installation, or upgrade:
Windows 7 SP1
Windows 10…
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…