Course Overview The focus of this course is to provide product training for Kofax TotalAgility 7 on how to take an existing Kofax Capture (KC) or a Kofax Transformation Module (KTM) solution and migrate to TotalAgility. You will complete the course utilizing instruction and hands-on labs to develop administration and operation skills for the software. The result will provide technical skills necessary to become knowledgeable in migrating projects to Kofax TotalAgility 7. Attendees will be able to build a capture enabled process incorporating separation, classification, extraction and validation capabilities and other standard components of a KC or KTM solution.
This course is intended for technical professionals who need to understand how to migrate a KC/KTM solution to 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.
At Course Completion Upon completion of this course, students will be able to:
Module 1- Introduction to KC/KTM migration to TotalAgility• Classroom Environment• Course Materials, Software, and Hardware• Course Roadmap• Course Objectives• Import TotalAgility Package
Module 2 – Import Kofax Capture Files• What components is part of a KC.cab file?• What components are converted automatically in TotalAgility?• Demo• Lab
Module 3 – Import and configure Capture Starter Pack• What is the Capture Starter Pack?• What components in it?• Configuring the Capture Starter Pack to work with the KC Imports• Configuration of manual activities (queues)• Resources• Forms• Scan/VRS, Separation Profiles• Export• Demo• Lab
Module 4 – Exception Handling and Quality Control• What is Exception Handling and Quality Control in TotalAgility?• The Rescan Activity• Rescan Configuration Settings• Branching• Demo• Lab
Module 5 – Import a KTM Project• What components are part of a KTM project?• What components are converted automatically in TotalAgility?• Import a basic KTM Project• Open Classification and Extractions Groups and re-configure• Test Transformation Designer project and release• Connect imported project to Capture Starter Pack Process• Demo • Lab
Module 6 – Overview of KC and KTM Projects• Walk-through of Kofax Capture project at design/runtime in Kofax Capture• Walk-through of KTM project at design/runtime in KTM• Discuss projects, what needs to be investigated after migration to TotalAgility • Demo
Module 7 – Simple routing to bypass Document Review• What is Folder Validation• Basic process steps to bypass Document Review• Building a Business Rule for Validation• Attaching Validation Rule to Folder Type• Demo • Lab
Module 8 – Advanced routing to bypass Document Review• What is advanced routing?• Splitting the Capture Starter Pack process (2 processes – Classification and Extraction)• Configuring the Capture Starter Pack – Classification• Configuring the Capture Starter Pack - Extraction• Import the example Split Process• Reconfigure the Split Process• Configure Split Process to work with Capture Starter Pack• Testing• Demo• Lab
Module 9 – Redaction in TotalAgility• What is redaction?• Different options for redaction• Annotations redaction• Locators redaction• Sample redaction dll• Demo • Lab
Module 10 – Creating a custom Document Validation Form• What are Document Forms• Building a Document Form• Customizing a Document Form by adding an Address Search Button• Demo • Lab
Module 11 – Reuse Custom Document Forms• Structure of Document Forms in the Extraction Group• Remapping a custom Document Form to use across different Document Types• Adding further customization to these Document Forms• Demo • Lab
Module 12 – Exporting Data using the Database Export Connector• What is Exporting in TotalAgility• The Export Node• Export Connector configuration Utility• Installing the Export Connector• Creating/configuring the Database• Configuring the Export for a specific process and Document Type• Demo • Lab