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Kofax TotalAgility 7.3 Integration with CCM

 Course Overview

The focus of this course is to provide an understanding of the integration between Kofax Customer Communication Manager and Kofax TotalAgility 7.  The result will provide technical skills necessary to become certified in integrating Kofax TotalAgility 7 and CCM. Attendees will be able to build processes that can integrate with CCM.


This course is intended for technical professionals who need to understand how to design, implement, and support the operation of CCM 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 deep dive into the integration features of CCM with the Kofax TotalAgility product, its functionality, configuration, and integration.  During this course, the attendee will become familiar with how to run document templates, document template packs, and letter books. Note that this course does not teach how to install or configure CCM. Additional Kofax CCM courses are available if you wish to learn more about configuration and installation of the CCM product.


At Course Completion

Upon completion of this course, students will be able to:

  • Understand the basic Architecture
  • Import KTA processes and a CCM project
  • Configure CCM Integration in the KTA Integration module
  • Create and use data backbone variables
  • Use the Customer Communication control
  • Populate extraction data and other data sources into the data backbone
  • Test the Customer communication control in Compose, Re-Run, and Review modes
  • Run an interactive CCM form
  • Configure the non-interactive CCM nodes in a process
  • Generate Document Packs
  • Generate Letter Books
  • Understand and configure pack Distribution mechanisms
  • Change CCM Theme
  • Deploy CCM Project and KTA Package
  • Troubleshooting
  • Pass a Certification Examination with a score of 80% or higher




  • Completion of the Kofax TotalAgility 7 Essentials course
  • Completion of an introductory Kofax CCM course (this is not mandatory, but would greatly assist overall understanding)
  • Completion of Kofax TotalAgility 7 SPA course (this is not mandatory, but would greatly assist overall understanding)
  • Basic working knowledge of:
    • SQL databases
    • Microsoft Internet Information Services (IIS) Manager


Course Materials

  • All course materials are provided



  • Classroom: 8:30 to 4:30 each day for 2 days


Course Outline



 Module 1 – Introduction to Class

  • Duration, prerequisites and materials
  • Goals
  • Class structure and module overviews
  • Import training processes, site and forms using a package


Module 2 - Import Package and CCM Project

  • Import a package that contains capture and downstream processes, site, forms, and extraction project data
  • Import a CCM project that contains master templates, forms, text blocks, content wizards, document templates, document pack templates, letter books, and distribution scripts
  • DEMO
  • LAB


Module 3 - Configure CCM Integration

  • Register a CCM instance to the KTA Integration module
  • Select a CCM project
  • DEMO
  • LAB


Module 4  - Data Backbone Variables

  • Add a data backbone variable
  • Create Pack Id and Tracking Id variables
  • Populate a data backbone variable with extraction fields and TotalAgility variables
  • Assign variables as inputs/outputs to manual activities
  • DEMO
  • LAB


Module 5 – Customer Communication Form Control

  • Build Take Activity forms
  • Add a Customer Communication control to a form
  • Configure a Customer Communication control to compose an interactive document template
  • Add OnCompleted actions to the Customer Communication control
  • Modify Take Activity and Complete Activity actions
  • Configure a Customer Communication control to review a pack
  • Configure a Customer Communication control to re-run a pack
  • Test the Customer Communication control by creating a job
  • DEMO
  • LAB



 Module 6 – CCM Compose Node

  • Add a non-interactive CCM compose node to a process
  • Test the CCM compose node by creating a job
  • Review the composed document
  • Test states
  • DEMO
  • LAB


Module 7 – Document Pack Templates

  • Create a document pack compose node
  • Test document packs by creating a job
  • DEMO
  • LAB


Module 8 – Letter Books

  • Configure a Customer Communication control to compose a Letter Book
  • Test Letter Books by creating job
  • DEMO
  • LAB


Module 9 – Distribution

  • Configure archive and email distribution
  • Test archive and email distribution
  • DEMO
  • LAB


Module 10 – Document Template Revisions and CCM Project Updates

  • Understanding revisions
  • Test revisions by creating a job
  • Understanding updates to CMM projects and impact in KTA
  • DEMO
  • LAB


Module 11 – CCM Styling using Themes

  • Modifying the CCM theme
  • DEMO
  • LAB


Module 12 – Deployment

  • CCM Instance Id
  • Export CCM Project and KTA Package
  • Import CCM Project and KTA Package
  • DEMO
  • LAB


Module 13 – Troubleshooting

  • Find and troubleshoot suspended jobs
  • CCM log files
  • DEMO
  • LAB


Module 14 – Certification and Testing

  • Certification requirements
  • The Certification Exam
  • Taking the exam
  • Receiving your certificate
Kofax TotalAgility 7.3 Integration with CCM
Delivery method Ondemand
Duration 2 days
Part number TR-1200-0283
Price USD $2500
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