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
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