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Kofax Education Services

Acquire the knowledge and skills to succeed with Kofax

Kofax Insight 5.4

Course Overview

The focus of this course is to provide product training for the installation, configuration, and end-user operation of Kofax Insight.  Attendees will be able to install, configure, and interpret analytical results of Kofax Insight.  This course is intended for technical professionals who need to understand how to install Kofax Insight, configure dashboards, and interpret the results.  Learning is accomplished through presentations, demonstrations, and hands-on student lab exercises. At Course CompletionUpon completion of this course, students will be able to:

  • List the installation prerequisites and be able to install Kofax Insight and perform license activation.
  • Identify the product elements and components Kofax Insight and navigate within the product.
  • List and define terms and concepts relative to data capture and reporting using Kofax Insight.
  • Use Insight Studio to create projects, connect to and configure data sources, and configure metrics and records.
  • Use the Administration Tool to configure users and roles and set properties and permissions for accessing and using Kofax Insight.
  • Use the features of Dashboard Design to create new dashboards and modify existing ones.
  • Pass a certification exam with a score of 85% or better.
To maximize the learning experience, it would be beneficial if the student had the following:
  • Laptop with min Win7 Pro, IIS configured min 4GB RAM, 5GB Free Space, SQL or SQLExpress, .NET 4.5.2 & Silverlight
  • Windows administration and file management skills.
  • Knowledge of analytics concepts is helpful, but not required.
  • Understanding of pivot tables is helpful, but not required.
  • No programming or scripting experience is required.
Course Materials
  • Student Guide (includes copies of instructor slides)
  • Lab Guide (includes copies of student lab exercises)
  • Copy of Kofax Insight software
  • Evaluation license for the software
  • All course materials are provided

Course Duration
Three and a half days

Course Outline
Day 1
Module 1 – Introduction to Class
  • Duration, prerequisites and materials
  • Goals
  • Class structure and module overviews
Module 2 – Kofax Insight Overview
  • Introduction to Kofax Insight
  • Product Components
  • Data Mart
  • Basic Architecture
  • Records, Metrics, Dimensions
  • View Components
  • Chart Types
  • What’s New in Version 5.1
Module 3 – Installation
  • Installation Prerequisites
  • Installation Steps
  • Creating a Project
  • Activating the License
  • DEMO: Installing Kofax Insight
  • LAB: Installing Kofax Insight
Module 4 – Using the Administration Tool
  • The Administration Tool
  • Accessing the Administration Tool
  • Administration Tool Elements
  • Configuring Users
  • Configuring Roles
  • DEMO: Using the Administration Tool
  • LAB: Using the Administration Tool
Module 5 – Using Themes and Formats
  • Introduction to the Theme Manager
  • Accessing the Theme Manager
  • Elements of the Theme Manager
  • Creating and Editing Themes and Formats
Day 2
Module 6 – Using Insight Studio
  • Introduction to Insight Studio
  • Accessing the Insight Studio
  • Elements of the Insight Studio
  • Defining Data Sources
  • Defining Records
  • Defining Metrics
  • Loading Data
  • Designing Dashboards
  • Viewing Dashboards
  • Insight Studio Settings
  • DEMO: Developing a project in Insight Studio
  • LAB: Developing a project in Insight Studio
Module 7 – Using Dashboard Design
  • Introduction to Dashboard Design
  • Accessing Dashboard Design
  • Preview, Viewer and Design Modes
  • Elements of Dashboard Design
  • View Layout and Component Anchoring
  • View Navigation and Sharing
  • Transformation/filtering data series
  • Sorting and Drill Down Options
  • Conditional Formatting
  • Themes, Styles, and Custom Formatting
  • Import/Export of Views
  • DEMO: Using Dashboard Design
  • LAB: Using Dashboard Design
Module 8 – Extended Insight Studio Features
  • Aggregations/Transformations
  • Creating and Using Derived Fields
  • Derived Metrics
  • Translation Tables
  • DEMO: Creating derived fields
  • LAB: Creating derived fields
Day 3
Module 9 – Using Dashboard View
  • Dashboard View
  • Accessing Dashboard View
  • Elements of Dashboard View
  • Navigating within Dashboard View
  • Filtering
  • Changing Dates
  • Changing Views
  • Creating Pivot Tables
  • DEMO: Using Dashboard View
  • LAB: Using Dashboard View
Module 10 – Advanced Features
  • Introduction to the File Processor
  • Report Books/Grid Extracts Definition and Scheduling
  • Alerts Definition and Scheduling
  • Monitor Tasks Using Data Load Manager
  • Configuration / User Mapping for Active Directory / HTTP Authentication
  • User Scope Data Filtering
  • Calendars
  • Configuring and Using Geodatabase and Map Component
Module 11 – Process Intelligence
  • Terminology
  • Challenges facing Process Intelligence
  • Process Analysis
  • Process Definition
  • Loading Process Data
  • Process Dashboard Components
  • Creating a Process Metric / Filtering Process Data
  • Process Simulation
Day 4
Module 12 – Testing and Certification
  • Certification requirements
  • The Certification Exam
  • Taking the exam
  • Receiving your certificate
Kofax Insight 5.4
Delivery method Ondemand
Duration 4 days
Part number TR-1700-0004V
Price Domestic USD 3500 USD
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