What have we

been up to? Ephesoft Transact 4.5 Overview

New Features and Improvements

Unlock the power of Transact

4.5! Over 220 new features,

enhancements, improvements

and fixes.

Components of

Transact 4.5

1. New FeaturesSomething that is there but was not there

before!

2. Integrations Additional tools and features to connect to

other software platforms.

3. ImprovementsAdding additional functionality to an existing

feature.

4. UsabilityA feature that was created to specifically

improve the ease of use of the software.

5. Platform Extensibility Enhancements made for partners and end

users to extend the Transact platform.

1. New Features

Feature Capabilities: Auto table extraction will locate simple

table structures on a page and present them to a validation

operator

Feature Benefits: No extraction rule creation needed! Allows

validation operators to quickly capture data in tabular format

and manually filter out good data from bad data

NEW FEATURE: Auto Table Extraction

Feature Capabilities: Allows the user to train the

machine learning model to extract simple, organized

table structures

Feature Benefits: Lowers the configuration and setup

time of a batch class. Will not completely replace the

need to develop table extraction rules. This feature is

best used on fixed form or simple table structures.

NEW FEATURE: Machine Learning of Tables

Feature Capabilities: Magnify the data that has been

extracted off the document.

Feature Benefits: This allows the validation operator

to see clearly the data that Transact has extracted.

NEW FEATURE: Zoom Overlay

Feature Capabilities: Knowledge bases are libraries of patterns

and dictionaries of words such as US States, common names,

etc.

Feature Benefits: Knowledge bases are used to help aid

Transact’s machine learning algorithms in capturing

information from documents.

NEW FEATURE: Knowledge Bases

Text files of words

and phrases.

Patterns and

Dictionaries make up

the knowledge-base

Feature Capabilities: Ability to concatenate multiple

field types into a singular field type to support

machine learning extraction.

Feature Benefits: In cases where regular expressions

are limited or become extremely complex, composite

types alleviate the need for complex scripting rules

to combine multiple fields together.

NEW FEATURE: Composite Types

2. Integrations

Feature Capabilities: Ability to perform automated look ups into

other systems via inbound RESTful Web Services.

Feature Benefits: This feature allows the admin to integrate with

other systems via Web Services without writing any code.

INTEGRATION: API Look Up End Point

Feature Capabilities: Ability to export images and

metadata to any system via outbound RESTful Web

Services.

Feature Benefits: This feature allows the admin to

integrate with other systems via Web Services

without writing any code.

INTEGRATION: Export End Point

Feature Capabilities: Easily export images and

metadata to a Box repository.

Feature Benefits: Save time by configuring the Box

export plugin through the Transact UI.

INTEGRATION: Box Export

Feature Capabilities: Export images and metadata

directly into SAP.

Feature Benefits: Save time by configuring the SAP

export plugin via the Transact UI.

INTEGRATION: SAP Export

3. Improvements

Feature Capabilities: SharePoint export has been in previous

releases of Transact. In Transact 4.5 the SharePoint export

plugin now can support both on-premise and cloud versions of

SharePoint.

Feature Benefits: Easily export images and metadata out of

Ephesoft Transact and into a SharePoint repository.

IMPROVEMENT: SharePoint Export

Feature Capabilities: Extracts multiple side-by-side

tables on a page.

Feature Benefits: Allows batch class admins to build

extraction rules for documents that have side-by-side

tables.

IMPROVEMENT: Support for Side-by-

Side Table Layouts

Configure Table

Extraction rule to extract

tables side-by-side

Same table side-by-side

on the document

Feature Capabilities: A new user interface has been added to

help manage languages within a batch class.

Feature Benefits: Greatly simplifies and shortens language

configuration time within a batch class.

IMPROVEMENT: Multi-Language OCR User

Interface

Feature Capabilities: The installer has been improved to check

details such as UAC, IPV6 and other key environmental settings.

It will also allow for the configuration of other common ports

such as http or https.

Feature Benefits: Save time by configuring features from the

installer UI and checking environment details to prevent

common errors.

IMPROVEMENT: Windows Installer

Improvements

4. Usability

Feature Capabilities: Our two primary OCR engines,

RecoStar and Nuance, now have additional character

sets for Asian languages.

Feature Benefits: This allows users to process

documents containing Asian language character

sets.

CJKT = Chinese, Japanese, Korean and Thai

Usability: CJKT OCR Add-on

Feature Capabilities: Full and proper translations of

the Transact UI have been done for German, Dutch,

Spanish, French, and Italian.

Feature Benefits: Transact is now a more “Euro-

friendly” software product.

Usability: User Interface Translation

Improvements

Feature Capabilities: Changing the priority of a batch

is easily done in the Transact UI and through the Web

Service API.

Feature Benefits: You get higher-value or time-

sensitive work done faster by adjusting batch

instance priority on the fly.

Usability: On the Fly Priority Update

5. Platform Extensibility

Feature Capabilities: Allows document types to be hidden from

review/validation users.

Feature Benefits: Simplifies Document Type list drop-down for

operators by “removing the noise” and only showing them what

they need to do for their job.

Platform Extensibility: Hidden

Document Types

Mark Doc Type

as Hidden

Feature Capabilities: The ability to train the machine learning

algorithm for extraction of data via RESTful Web Services.

Feature Benefits: Allows developers and other applications

train and use Transact’s machine learning libraries.

Platform Extensibility: Machine Learning

Web Service APIs

Feature Capabilities: Changes to Transact’s Web Services were

made to improve the following features:

• Multidimensional Classification

• Automatic Classification

• Upload Batch (Advanced Upload Batch)

Feature Benefits: Developers now have a more comprehensive

set of Web Service APIs

Platform Extensibility: Web Service

Enhancements

Feature Capabilities: Custom JARs can now be deployed in one

central, shared location.

Feature Benefits: Previously, developers and admins would

spend time updating and deploying JAR files to each Transact

server. Now the developer can deploy the JAR files in one central

location and no longer needs to deploy to each server, thus

saving time.

Platform Extensibility: Centralized

Custom JAR Deployment

Other Notable Feature Enhancements

• Email Import – MS Exchange Web Services Support

• Line Item Matching - UI improvements, matching

algorithm has been improved

• UI Improvements - MS Edge browser support,

SharePoint configuration UI enhancements

• Reporting Optimizations - Specify/configure the

server on which you want to run reports, CPU and

memory consumption optimizations

Platform Support

Operating

Systems DatabasesBrowser

SupportECM

Certification

SSO

CertificationWindows

Windows Server 2012

Windows Server 2012 R2

Windows Server 2016

(4.1.2.0 or higher)

Windows 7 SP1

Windows 10

Linux

RHEL 6.8, 6.9, and 7.3 64-bit

CentOS 6.9 and 7.3 64-bit

Ubuntu 16.04 LTS (Clean

installation only)

Both Windows and Linux

Platforms:

MariaDB – 10.0.19

MySql – 5.5

Oracle -11.2.0.4 (Release

4.1 Onwards)

Oracle -12.1.0.2.0 (Release

4.1 Onwards)

Windows Only:

Microsoft SQL Server 2008

– All Versions

Microsoft SQL Server 2012

(x64) – All Versions

Microsoft SQL Server 2014

Microsoft SQL Server

2016 (4.1.2.0 or higher)

Chrome Version

43.0.2357.124 m and

above

Firefox Version 38.0.1

and above

Microsoft Edge Version

10 and above

Microsoft IE Version 10

and above

Alfresco 5.1

Alfresco 5.2

ADFS 6.3.0.0

Ping Federate

Okta

SSO Circle

CAS 3.5.1, 4.0.1 , 4.0.7,

4.1.10 and 4.2.7

* New Items Shown in Red

Thank You!

gary.allenbach@ephesoft.com