EncartaLabs

Kofax

( Duration: 4 Days )

In Kofax training course attendees will learn about using Robotic Automation Process to automate the business process as well as tasks.

By attending Kofax workshop, attendees will learn to:

  • Automating Business Processes
  • Capture Appropriate Information from the database
  • Extract data from important documents
  • Digitalization of Documents

  • Awareness of programming concepts
  • Fundamentals of SQL databases
  • Microsoft Internet Information Services (IIS) Manager
  • Business Process Employees
  • Analysts
  • IT Professionals
  • End Users

COURSE AGENDA

1

Introduction to Kofax

  • Course Objectives
  • Use Case Scenario
  • 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
2

Installing Kofax TotalAgility

  • Installation Prerequisites
  • 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
3

Creating a Capture Workflow Process

  • 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
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
5

Configuring Kofax

  • 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
6

Classification Group

  • What is the Classification Group?
  • Create a Classification Group
  • Add an Extraction Group to a Classification Group
7

Folder Type

  • What is a Folder Type?
  • Create a Folder Type and create Folder Fields
8

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
9

Site, Forms and Navigation

  • Kofax TotalAgility Workspace
  • Form Designer Module
  • Create a Site (website)
  • Create a Manual Login form
  • Create a Scan Create New Job Form
  • Create Take Activity Forms
  • Add Site Navigation
  • Access a Site and Forms
10

Introduction to Transformation Designer/Classification

  • 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
11

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
  • Text Extraction
12

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
13

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)
14

Email Notifications and Document Creation

  • Activity and Email Notifications
  • Document Creation
15

Building Additional Forms, Navigation and Security

  • Building forms for the Loan Application Process
  • Changing Navigation
  • Navigation Security
  • Form Security
16

Formatting/Customizing Forms

  • Formatting/customizing Forms
  • Adding Images
  • Adding controls
  • Repositioning controls
17

Configuring end-to-end Capture Enabled Process

  • Connect the Capture Applications Process to the Loan Process
  • Loop Node
  • Create New Job Node
18

Setting Email and Watched folders as Input Sources

  • Setting Email Integration
  • Configuring Watched Folders Integration
19

Exporting to Systems of Record

  • Text Export Connector
  • Downloading and Installing the Connector
  • Configuring the Process
  • Configuring the Export Connector
20

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
21

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 4,000 Modules on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting http://encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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