Email Import

Overview This article describes the types of protocols and security configurations Ephesoft Transact supports to connect with email services. Email import is one of the various ways to provide input files for processing in Ephesoft Transact. An administrator can configure an email account for a batch class in Email Import. Ephesoft Transact monitors the configured email folder of that email…

Machine Learning | Support for Multiple JSON Files

Applies to: Ephesoft Transact 4.5.0.0 and above Whenever you perform machine learning for a document, a new machine-learning-extraction subfolder is created in the batch class folder on the Ephesoft Transact server. This subfolder contains JSON files with machine learning data for each document type and index field. Figure 1. Folder Structure (part one) If, for example, another user…

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.…

Fuzzy Search

Applies to: Ephesoft Transact 4.5.0.0 and above Fuzzy Search is a checkbox available in the Fuzzy Search Results window on the Validation screen. By default, Fuzzy Search is enabled. If the Fuzzy Search switch is used to look for multi-word records, all results relevant to the search argument will be fetched, irrespective of the Starts With, Ends With, Contains, Exact Match filters. If…

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

Applies to: Ephesoft Transact 4.5 and below Issue HTTP Status 400 - Invalid direct reference to form login page. You may observe an issue on the 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 the last requested resource and in this case, there is no defined…

How to Set SSL/TLS in Tomcat

This article explains the process to enable SSL/TLS authentication on Tomcat. Prerequisites You will need access to a trusted Certificate Authority (CA). If you do not have access to a trusted CA, you will need OpenSSL. You will need Perl. Create Self-Signed Certificates Using OpenSSL Note: If you have access to a trusted Certificate Authority (CA) and already have the…

Ephesoft Transact Configuration with ADFS over SAML 2.0

Ephesoft Transact Configuration with ADFS over SAML 2.0 This article provides details related configuring Ephesoft Transact 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 Transact service. Verify that the server is operable on…

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…

Ports Required by Transact

Applies to all versions of Ephesoft Transact. Ephesoft Transact requires certain ports to be open in order for Transact to function properly. The following table includes the port number, purpose, whether inbound or outbound rules must be created, and which network protocol the firewall exception must be created with. Transact Ports no Port # Purpose Inbound/Outbound Network…

Email Configuration

The purpose of the Email Configuration screen is to allow users to configure their email accounts with Ephesoft Transact. This screen works with the Email Import plugin to import documents from a user’s email account. This configuration is done per batch class. Multiple email accounts can be set up for each batch class. Prerequisites Complete the following steps in order to turn on the email…

Microsoft SharePoint 365 Export Plugin

Available: on-premises, cloud The "SHAREPOINT_365_EXPORT" plugin exports documents to an online SharePoint repository. User can configure the export for each Document Type and connection settings in both online and offline mode. But for exporting the documents, connection with the SharePoint account is required. The PDF and TIFF files are exported to the online SharePoint repository along with…

LDAP/AD Password Encryption

Follow the steps below to enable LDAP/AD password encryption in Ephesoft Transact. Note the following files will require changes: server.xml located at Ephesoft\JavaAppServer\conf\ user-connectivity.properties located at \Ephesoft\Application\WEB-INF\classes\META-INF\dcma-user-connectivity dcma-ftp.properties located at \Ephesoft\Application\WEB-INF\classes\META-INF\dcma-ftp…

Batch Execution Back-up XMLs

Overview A property has been added in ‘{Ephesoft-Home}/WEB-INF/classes/META-INF/dcma-util/dcma-backup-service.properties’ file by which user will be able to configure whether the batch xml backup needs to be taken after the execution of every plugin or after the execution of every module. backup.plugin_batch_xml_backup_switch=OFF The value of this property will be OFF by default stating…

KB0010617 Log ERROR: Database Failover Not Running in this Server

Applies to: Ephesoft Transact 4.0.4.0 or below Issue The following error appears in the logs: 4.0.4.0 Windows Server 2008 R2 2015-11-24 06:30:00,031 ERROR org.springframework.scheduling.quartz.SchedulerFactoryBean#5_Worker-5 com.ephesoft.dcma.workflows.service.alwayson.impl.AlwaysOnServiceImpl - Database Failover is not running under this server. Root Cause By default, the cron check for…

Creating Custom Plugins

Prerequisites Important: Before proceeding, read and agree to the Developer Disclaimer. To create a custom plugin for Ephesoft Transact, you will need the following installed on your system: Java JDK Apache Maven Eclipse Maven To install Maven, perform the following steps: Open Eclipse. Go to Help > Eclipse Marketplace. Search “Maven”. Click Install on “Maven…

Best Practices for a Multi-Server Environment

A multi-server environment involves two or more servers running simultaneously with a shared database and shared folders. This page describes best practices when deploying a multi-server Transact cluster. Database Install MSSQL or MySQL on a server that will not be a processing or UI server. This minimizes running processes, utilized RAM, and network requests sent to this server. Run a…

Batch.xml and XSD Schema for Developers

Introduction This reference document provides information for developers who want to add additional functionality or customize their solution beyond a regular installation of Ephesoft Transact. This document applies to Ephesoft Transact 2019.1 and above. Developer tasks could entail web services, scripting, interoperation between Ephesoft Transact and external applications, or other custom…

CMIS Import

Overview You can automatically download files from a CMIS-compliant repository and process them as batches in Ephesoft Transact using the CMIS Import feature. CMIS-compliant repositories include, but are not limited to: Alfresco Nuxeo Documentum SharePoint The CMIS Import monitors the CMIS-compliant repository using a cron job, which periodically checks a specified folder for…

Email Configuration

Overview You can configure email import from the Email Configuration screen is responsible for configuring the user mail accounts and E-mail Import plugin is responsible for importing the documents present in a defined form from the user's mail account. User is allowed to configure any mail account as well as the type of documents which the plug-in will support. This configuration is done per…

Support for batches executed of Encrypted Batch Classes.

Introduction Ephesoft 4.0.3.0 takes all Batch Instances into consideration while computing data for Reporting. This will help in more accurate reports than earlier. Changes in Configuration Filename: <Ephesoft Installation Directory>\Application\WEB-INF\classes\META-INF\dcma-reporting\etl-variables.properties The following two properties are added with respect to Encrypted Batch…

Automatic FuzzyDB Learning

Overview To use this feature with a given batch class, the batch class has to be added to the "fuzzydb.learndb.batchClassList" property in the fuzzy-db.properties file. This is located at Ephesoft\Application\WEB-INF\classes\META-INF\dcma-fuzzydb\fuzzy-db.properties. This feature is the automation of FuzzyDB learning. It performs the same function as is done by clicking on the Learn DB button.…

Mail-Import.properties

Filename: Mail-Import.properties Location: C:\Ephesoft\Application\WEB-INF\classes\META-INF\dcma-mail-import\ Purpose: Used to configure settings for importing batch instances from email (version 2022.1.01). dcma.importMail.cronExpression=0 0/1 * ? * * #multiple values separated by semi-colon(;) dcma.supported.attachment.extension=doc;xls;zip #Value indicating the threadpool size…

Transact Temporary Folder Automatic Cleanup

This page describes how to configure the automatic cleanup for Transact temporary folders. The Transact temporary folder cleanup feature helps to free the disc space that is consumed by the temporary folders created over time. Properties File Configuration Uncomment the following property from the applicationContext.xml to initiate the service. <import…