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Kofax Education Services

Acquire the knowledge and skills to succeed with Kofax

Kofax RPA 10 Essentials

To get the most from this class, trainees should…

  • Have some coding experience (recommended but not absolutely necessary).
  • Be able to read and interpret HTML and javascript code. Some experience with XML, JSON and AJAX would also be helpful.
  • Have experience in writing regular expressions
  • Have read the “Kofax RPA Software Training Preparation” document and visited and reviewed material listed on the referenced websites that contained unfamiliar content.


Illustrated lecture, demonstrations and hands-on lab exercises. Knowledge retention and ability to look up what is not recalled will be measured by a 50-question certification examination.


At the conclusion of training, attendees will be able to

  • Describe typical solutions Kofax RPA software provides including:
    • Use cases
    • As a component of a Kofax solution
  • Define and explain the application of a “synthetic API.”
  • Describe and comprehend the software’s basic components and architecture including:
    • “RoboServer”
    • “Management Console”
    • Running on Tomcat server
    • Using LDAP support
    • “Design Studio”
    • “Robots”
    • “Kapplets”
    • Device Automation Agent
  • Download, install, license and configure Kofax RPA in a standalone configuration. Also be able to describe how to do the same in a live company network environment.
  • Access and use online help and other releated product documentation
  • Use Design Studio to configure and add attributes to simple and complex data “Types”, create and test Robots (both simple and more complex ones with branching), set up database mapping and create and store “Snippets.”
  • Create robots to import data from web sites and pages.
  • Create robots to import data from existing databases
  • Describe Robot “States.”
  • Set up data “Converters” using patterns and regular expressions
  • Configure “Steps” and identify valid and invalid Steps. Set up “Tagfinders.” Identify and correct errors
  • Manage database tables
  • Use the Management Console to manage clusters, branch Robot runs, access API, REST and SOAP-based services and create Kapplets
  • Use “Kappzone” to run Kapplets
  • Install and configure the Device Automation Agent
  • Create and run robots that contain Device Automation Steps
  • Pass a certification exam with a score of 85% or higher.


Class Outline

Module 1 - Class Introduction

  1. Duration, prerequisites and materials
  2. Goals
  3. Class structure and module overviews

Module 2 - Kofax Kapow Enterprise Overview

  1. What is Kofax RPA? What does it do?
  2. Kofax RPA solutions
  3. How RPA might fit into your other Kofax solutions
  4. Synthetic APIs
  5. Robots
    • What they are
    • What they do
    • Typical use cases
    • How they are deployed
    • Methods and support resources for Robot execution
  6. Kofax RPA Architecture
    • Kapplets
    • Kapplet Zone
    • Roboserver
    • Design Studio
    • Management Console
  7. Synthetic APIs
  8. DEMO

Module 3 - Installing Kofax RPA

  1. Downloading software
  2. Hardware and software prerequisites
  3. Installation
    • Windows
    • Linux
  4. Licensing
    • Non-Production
    • Production
    • Developer
    • KCUs
    • Starting RoboServer and Management Console for Licensing
  5. DEMO
  6. LAB

Module 4 - Prerequisite Knowledge, Online Help and Tutorials

  1. Prerequisite Knowledge Review
    1. What’s a Robot?
    2. HTTP, HTML (Tags, elements, attributes and structure)
    3. Cascading Style Sheets
    4. JavaScript and AJAX
    5. XML and JSON
    6. CSV Files
    7. String Concatenation
    8. Regular Expressions
    9. SOAP and REST Web Services
  2. Help Content
    1. Getting Started
    2. Online tutorials
    3. Product documentation
  3. DEMO

Module 5 - Your First Robot

  1. An Overview of the Design Studio GUI
  2. Prerequisite Work
    • What do I need to extract?
    • Where is that data available?
    • How do I get to that data?
  3. Setting up Complex Types and Attributes
  4. Creating a Robot
  5. Setting up Variables
  6. Load Page Step
  7. Extract Data Step
  8. Testing
  9. Debug Pane
  10. DEMO
  11. LAB

Module 6 - An Introduction to Patterns

  1. Adding Attributes to a Type
  2. Converters
  3. Locating Data Using Patterns
  4. Groups
  5. Snippets
  6. Testing
  7. Debugging
  8. DEMO
  9. LAB

Module 7 - Basic Loops

  1. Going to a page listing multiple items
  2. Looping through multiple items on a page
  3. Using Snippets
  4. Extracting Data
  5. Returning Results
  6. Testing and Debugging
  7. DEMO
  8. LAB

Module 8 - Input Variables/More Loops

  1. Creating a New Complex Type for Input
  2. Creating a New Robot
  3. Creating an Input Variable
  4. Entering Text as a Variable Value
  5. Looping through Lines and Pages
  6. Branches
  7. Extracting Values
  8. Try Steps
  9. Returning and Logging Error Text
  10. Returning Values
  11. DEMO
  12. LAB

Module 9 - The Development Database & Management Console

  1. An Overview of the Development Database
  2. Starting the Development Database
  3. Storing Data in the Database
  4. Disabling Steps for Testing
  5. Uploading Robots to the Management Console
  6. The Management Console: An Overview
  7. Running a Robot in Management Console
  8. Scheduling Robots
  9. DEMO
  10. LAB

Module 10 - Advanced Repeat/Next Loops

  1. Repeat/Next Loops
  2. An Introduction to Branching
  3. The Development Database
  4. Outputting to a Database
  5. Uploading Robot to the Management Console
  6. A Brief Introduction to the Management Console
  7. Manually Running a Robot from the Management Console
  8. Scheduling a Robot to Automatically Run
  9. Reviewing the Data Stored by the Robot
  10. DEMO
  11. LAB

Module 11 - Working with Excel

  1. Load Excel Spreadsheet
  2. View in Excel
  3. Loop in Excel
  4. Extract Data
  5. Store in Database
  6. DEMO
  7. LAB

Module 12 - RESTful Web Services

  1. Creating a New Robot
  2. Input Variables
  3. External Web Sites
  4. Uploading Robots to the Management Console
  5. RESTful Web Service
  6. >
  7. Creating a Kapplet
  8. Publishing a Kapplet
  9. Running a Kapplet
  10. DEMO
  11. LAB

Module 13 - Calling a Web Service

  1. Looping through a Database
  2. Automatic Input and Submission
  3. Looping through Tags
  4. XML Variables
  5. Calling a Web Service
  6. Opening a Variable
  7. Setting Content
  8. Extracting from XML
  9. Querying and Looping through a database
  10. Storing Results in another Database
  11. DEMO
  12. LAB

Module 14 - Introduction to Desktop Automation

  1. Windows apps
  2. Java apps
  3. Terminal emulators (IBM 3270 and AS400)
  4. SAP
  5. System prerequisites review
  6. Testing connectivity
  7. Installing and configuring Desktop Automation
    • JRE
    • Java Access Bridge
    • Universal C Runtime
    • Server.conf file configuration
  8. Device registration in Managment Console
  9. Running Desktop Automation on a single system
  10. Device mapping in Design Studio
  11. Device Automation States
  12. DEMO
  13. LAB

Module 15- Creating a Desktop Automation step

  1. Creating a robot with Desktop Automation
  2. Mapping a Device
  3. Connecting to a Device
  4. Launching a Windows application
  5. Interacting with the remote device desktop
  6. Desktop Automation steps and states
  7. Closing a Windows application
  8. DEMO
  9. LAB

Module 16 - More Advanced Desktop Automation

  1. Using data from another robot
  2. Looping through a database table
  3. Populating a document
  4. Saving a file
  5. Closing the application
  6. DEMO
  7. LAB

Module 17 - Deploying and Running a Desktop Automation robot

  1. Uploading a robot to the Management Console
  2. Scheduling a robot to run in the Management Console
  3. Creating a Kapplet
  4. Running Desktop Automation with a Kapplet
  5. DEMO
  6. LAB

Module 18 - Review and Q&A

  1. Installing Kofax RPA
  2. Prerequisite Knowledge
  3. Your First Robot
  4. An Introduction to Patterns
  5. Basic Loops
  6. Input Variables/More Loops
  7. The Development Database and Management Console
  8. Advanced Repeat/Next Loops
  9. Working With Excel
  10. RESTful Web Services
  11. Calling a Web Service
  12. Intro to Device Automation - Purpose, installation and configuration
  13. Simple Device Automation robot
  14. More advanced Device Automation robot
  15. Running a Device Automation robot

Module 19 - Certification Exam

  1. How to sign in and take exam
  2. Receiving your certificate
Kofax RPA 10 Essentials
Delivery method Classroom
Duration 4 days
Part number TR-3500-0001V
Price Domestic USD 3500 USD
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