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Kofax TotalAgility 7 Online Training in Hyderabad India

Kofax TotalAgility 7

The focus of this course is to provide product training for Kofax TotalAgility 7, utilizing instruction and hands-on labs to develop administration and operation skills for the software. The result will provide technical skills necessary to become certified in Kofax TotalAgility 7. Attendees will be able to build a capture enabled case process incorporating separation, classification, extraction and validation capabilities.

Course Duration:  30 Hours

Prerequisites
  • To maximize the learning experience, it would be beneficial if the student had the following:
  • Awareness of programming concepts (you do not have to write code in this course)
  • Basic working knowledge of
  • SQL databases
  • Microsoft Internet Information Services (IIS) Manager



Kofax TotalAgility 7 Course Content


Module 1 -- Introduction to the Kofax TotalAgility 7 Essentials Course
  • Classroom Environment
  • Course Materials, Software, and Hardware
  • Course Roadmap
  • Course Objectives
  • Use Case Scenario
  • Exam Registration
  • Introduction to Kofax, Inc.
  • What is Kofax TotalAgility?
  • Single Platform for Smart Process Applications
    • Business Process Management
    • Dynamic Case Management
    • Mobility Services
    • Capture Services
    • Transformation Services
    • Awareness and Collaboration Services
    • Analytics & Business Intelligence Services
    • Data Integration Services
Module 2 – Installing Kofax TotalAgility 7
  • Installation Prerequisites
    • Hardware Requirements
    • Software Requirements
    • Server Operating System
    • .NET Framework 4.0
    • Silverlight
    • Microsoft IIS
    • MS SQL Server
    • TCP/IP Protocol
    • Database user
    • Transformation Server user
    • Installation steps
    • Confirming Services and Applications after Installation
    • LAB: Installing Kofax TotalAgility 7
Module 3 – Creating a Capture Workflow Process
  • Overview
  • Process Designer Module
  • Basic Process Features, Naming, Properties
  • Design a Process with Classification, Document Review, Extraction, Validation, and Verification Nodes
  • Moving nodes, Connecting Nodes
  • Auto Align a Process
  • Save, Release, and Close
  • Lock, Unlock a Process
  • Create a Category
  • Assign a Process to a Category
  • Search for a Process
  • Demo
  • Lab

Module 4 – Creating Resources
  • What are Resources?
  • Resources Designer Module
  • Create a Resource and Group Resource
  • Basic Workflow Rules
  • Assign a Resource to a Manual Activity
  • Demo
  • Lab
Module 5 – Configuring a Separation Profile, Extraction Group, Classification Group, and Folder Type
  • Overview
  • Data Designer Module
    • Separation Profiles
    • Document and Folder Level Separation
    • Create a Separation Profile – Document and Folder
  • Extraction Group
    • What is an Extraction Group?
    • Create an Extraction Group
    • Create Fields Groups and create Document Types
    • Demo
    • Lab
  • Classification Group
    • What is a Classification Group?
    • Create a Classification Group
    • Add an Extraction Group to a Classification Group
    • Demo
    • Lab
  • Folder Type
    • What is a Folder Type?
    • Create a Folder Type and create Folder Fields
    • Demo
    • Lab
Module 6 – Capture Process Properties, Process Variables, and Capture Node Configuration
  • What are Variables?
  • Configure Process Capture Properties – Initialize from Scan, Classification group, and Separation
  • Create Variables – Document and Folder
  • Classification Node Configuration
  • Document Review Node Configuration
  • Extraction Node Configuration
  • Validation Node Configuration
  • Configure an Activity SLA
  • Demo
  • Lab
Module 7 – Site, Forms and Navigation
  • Overview
  • Kofax TotalAgility Workspace
  • Form Designer Module
  • Create a Site (website)
  • Create a Manual Logon form
  • Create a Scan Create New Job Form
  • Create Take Activity Forms
  • Add Site Navigation
  • Access a Site and Forms
  • Demo
  • Lab
Module 8 – Introduction to Transformation Designer/Classification
  • Overview
  • Project Types - Classification, Extraction and Shared
  • Opening Projects
  • Connection to Kofax TotalAgility Extraction and Classification Groups
  • Classification
    • What is Classification?
    • Layout Classification and Configuration
    • Document Sets
    • Assign Sample Documents to Classes
    • Layout Classification Setup
    • Training
    • Test Classification
    • Demo
    • Lab
Module 9 – Extraction
  • What is Extraction?
  • Document Sets
  • Available Locator Methods
  • Locator Properties
  • Configure the Advanced Zone Locator
  • Cleanup Profiles and Anchors
  • OMR Group Zones
  • Map Locator Values to Extraction Fields
  • Anchors
  • View Extraction Results
  • Test Extraction
  • Demo
  • Lab
Module 10 – Create a Case Based Process
  • Case v Business Process
  • Case and Process Design Components, Configuration, Implementation
    • Categories
    • Node Types: Common, Capture, Microsoft, CMIS, HP TRIM, Script, Other
  • Loan Application Use Case scenario
  • Demo
  • Lab
Module 11 – Variables and Data Access
  • Process Variables
  • Server Variables
  • System Variables
  • Document Variables
  • Folder Variables
  • Data Access
    • Creating a real-time connection to an External Database
    • Different Types of Database access (Table, Stored Procedure, View)
  • Demo
  • Lab 
Module 12 – Email Notifications and Document Creation
  • Activity and Email Notifications
  • Document Creation
  • Demo
  • Lab

Module 13 – Building Additional Forms, Navigation and Security
  • Building forms for the Loan Application Process
  • Changing Navigation
  • Navigation Security
  • Form Security
  • Demo
  • Lab
 Module 14 – Formatting/Customizing Forms
  • Formatting/customizing Forms
    • Adding Images
    • Adding controls
    • Repositioning controls
  • Demo
  • Lab
Module 15 – Configuring end-to-end Capture Enabled Process
  • Connect the Capture Applications Process to the Loan Process
  • Loop Node
  • Create New Job Node
  • Demo
  • Lab
Module 16 – Configuring Email and Watched folders as Input Sources
  • Configuring Email Integration
  • Configuring Watched Folders Integration
  • Demo
  • Lab
Module 17 – Exporting to Systems of Record
  • Text Export Connector
    • Downloading and Installing the Connector
    • Configuring the Process
    • Configuring the Export Connector
  • Demo
  • Lab 
Module 18 – Configuring an MFP as an Input Source
  • Creating the Device Create New Job form
  • Configuring the process with a Precondition
  • Managing Devices
  • Download and install the Multi-Functional Peripherals (MFPs) Emulator
  • MFP Emulation
  • Demo
  • Lab
Module 19 – Optional – Configuring Mobile Integration as an Input Source
  • Configuring the Device Create New Job form
  • Mobile Devices and the Mobile App
  • App Settings: Connecting to the Kofax TotalAgility Server
  • Demo
  • Lab 
Module 20 – Optional – Configuring Scanner Integration as an Input Source
  • Scanners
    • Downloading and the Scanner Driver
    • Accessing the Scanner from the Scan Create New Job form
  • Demo
  • Lab
Module 21 – Review and Testing
  • Class Review
  • Overview of the Exam Environment and Exam structure
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