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Acquire the knowledge and skills to succeed with Kofax

Kofax TotalAgility 7.3 MCC

Please note this is a Level 2 Course.

At Course Completion
Upon completion of this course, students will be able to:
• Import a process that will drive the scan steps: Scan, Separate, Classify, Extract, Validate and Verify
• Configure Separation profiles, Classification Groups and Sub Folders
• Configure Formatters
• Configure Validation
• Configure Verification
• Build a process to handle the contents of a single folder
• Create a Format Locator
• Create a Trainable Group Locator
• Create a Knowledge Base
• Learn how to improve automated extraction results
• Configure a Database Locator and Alternative Search
• Learn how to Export extracted data
• Learn how to pass data to a downstream line of business process
• Understand and configure a Document Set
• Learn how to Validate a folder
• Use Content and Instruction based classification to classify documents
• Configure Trainable Document Separation
• Pass a Certification Examination with a score of 85% or higher
• Self-Learning labs exist for Trailing Documents, Document Variants and more advanced Document Sets features.

Prerequisites
• Completion of the Kofax TotalAgility 7 Essentials course and Certification Exam
• 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 on this course)
    • Understanding of Capture and SPA/BPM Concepts
• Basic working knowledge of:
    • SQL databases
    • Microsoft Internet Information Services (IIS) Manager

 

Course Outline


DAY 1
Module 1 – Introduction to Class
• Duration, prerequisites and materials
• Import Package
• Goals
• Class structure and Module Overviews

Module 2 – Configure a Separation Profile and Folder Type
• Overview
• Data Designer Module
• Separation Profiles
• Document and Folder Level Separation
• Modify a Separation Profile – Separate by Folder
• Demo
• Lab
• Modify a Folder Type to include Sub Folders
• Demo
• Lab

Module 3 – Configure a Classification Group to have Multiple Extraction Groups
• Overview
• Classification Group
• Modify a Classification Group to include Multiple Extraction Groups
• Demo
• Lab

Module 4 – Formatters
• What are Formatters?
• Kofax TotalAgility Designer
• When Does Formatting Take Place?
• Configure Field Formatters
• Test Formatters
• Demo
• Lab

Module 5 – Validation
• What is Validation?
• Kofax TotalAgility Designer
• Configure Field Validation
• Standard, Regular Expression
• Test Validation
• Demo
• Lab

Module 6 – User Verification
• What is User Verification?
• Kofax TotalAgility Designer
• Add a Verification Node
• Configure Field Verification
• Confirmation and Double Keying
• Test Verification
• Demo
• Lab

DAY 2
Module 7 – Create a Handler Process to Process a Folder
• Overview
• Loop Folder Contents
• Design a Process to Handle a Single Folder
• Loop Documents
• Create New Job Node
• Create an Instance of the Handler Process
• Create an Instance of a Downstream Case Process
• Test the Handler Process
• Demo
• Lab

Module 8 – Pass Extracted Data to Downstream Line of Business Process
• What is a Line of Business Process?
• Initialization Variables in Downstream Process
• Using Expression node to cast DocumentID providing Access to Extracted Field Data
• Map Initialization Variables in the Create New Job node
• Test Passing Data to Downstream Process
• Demo
• Lab

Module 9 – Configuring a Format Locator
• What is the Format Locator?
• Configuration
• Map the Locator to an Extraction Field
• Test the Format Locator
• Demo
• Lab

Module 10 – Configuring a Trainable Group Locator
• What is the Trainable Group Locator?
• Configuration
• Mapping Locator to Extraction Fields
• Test the Trainable Group Locator
• Marking Documents for Online Learning at runtime
• Demo
• Lab

Module 11 – Creating a Knowledge Base
• What is a Knowledge Base?
• Configuration
• Assign a Knowledge Base to a Trainable Group Locator
• Knowledge Base Maintenance
• Demo
• Lab

Module 12 – Database Locators, Alternative Search
• What is a Database Locator?
• What is Alternative Search
• Configuration
• Map the Locator to an Extraction Field
• Test the Database Locator
• Demo
• Lab

Module 13 – Improving Project Extraction Results
• Baseline Benchmark
• Locator Confidence Thresholds
• Validation Thresholds
• Distance Between Results
• Recognition Engines
• Compare Benchmark Results
• Standard Formatter
• Business Rule Formatters
• Demo
• Lab

DAY 3
Module 14 – Export Extracted Data
• Using the Data Access node to Integrate with an External SQL Server Database
• Export Documents as Images using .NET
• Test Exporting Data
• Demo
• Lab

Module 15 – Document Set
• What is a Document Set?
• Creating a Document Set
• Adding Documents to a Document Set
• Evaluating a Document Set
• Configuring the Document Set Control
• Test the Document Set at runtime
• Demo
• Lab

DAY 4
Module 16 – Folder Validation
• Configure Folder Validation
• Test Folder Validation
• Advanced Folder Validation using Business Rules
• Demo
• Lab

Module 17 – Content Classification
• Configure Content Classification
• Instruction Based Classification
• Test Content and Instruction Based Classification
• Demo
• Lab

Module 18 – Trainable Document Separatione
• Configure Trainable Document Separation (TDS)
• Test Configure Trainable Document Separation
• Demo • Lab

Module 19 – Certification and Testing
• Certification requirements
• The Certification Exam
• Taking the exam
• Receiving your certificate
• CERTIFICATION EXAM

Kofax TotalAgility 7.3 MCC
Delivery method Ondemand
Duration 5 days
Part number TR-1200-0472
Price USD $3500
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Available delivery methods
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