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.This course is intended for technical professionals who need to understand how to install, configure, design, implement, and support the operation of capture enabled business process management solutions using Kofax TotalAgility. Learning is accomplished through presentations, demonstrations, and hands-on labs.
This course is designed to provide a comprehensive technical overview into the Kofax TotalAgility product, its functionality, configuration, and integration. During this course, the attendee will become familiar with process design features, case management concepts, and front end solution building.
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
Course Content:
DAY 1
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 Coloration 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
: 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
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
DAY 2
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
Classification Group
What is a Classification Group?
Create a Classification Group
Add an Extraction Group to a Classification Group
Folder Type
What is a Folder Type?
Create a Folder Type and create Folder Fields
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
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
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
DAY 3
Module 9 – Extraction
What is Extraction?
Document Sets
Availe 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
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
DAY 3
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)
Module 12 – Email Notifications and Document Creation
Activity and Email Notifications
Document Creation
Module 13 – Building Additional Forms, Navigation and Security
Building forms for the Loan Application Process
Changing Navigation
Navigation Security
Form Security
Module 14 – Formatting/Customizing Forms
Formatting/customizing Forms
Adding Images
Adding controls
Repositioning controls
DAY 4
Module 15 – Configuring end-to-end Capture Enabled Process
Connect the Capture Applications Process to the Loan Process
Loop Node
Create New Job Node
Module 16 – Configuring Email and Watched folders as Input Sources
Configuring Email Integration
Configuring Watched Folders Integration
Module 17 – Exporting to Systems of Record
Text Export Connector
Downloading and Installing the Connector
Configuring the Process
Configuring the Export Connector
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
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
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
Module 21 – Review and Testing
Class Review
Overview of the Exam Environment and Exam structure
DAY 5
Logging into the Exam Server
Certification Testing
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