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Acquire the knowledge and skills to succeed with Kofax

Kofax Transformation 6.1

Objectives

By the end of training, attendees will be able to:

• Install KT 6
• Install the Search & Matching Server
• Install the Thin Client Server
• Design a simple KT project, identifying required classes, methods of separation, and extraction
• Build three basic projects (one for benchmarking, one for invoices and one for unstructured forms) using a logical sequence and best practices, setting up layout, instruction and adaptive feature classifier classification methods, scantime and basic separation and automatic extraction using basic locators:

   o Bar Code Locators
   o Advanced Zone Locator
   o A2iA Zone Locator
   o Database Locator
   o Trainable locators: IGL, OGL, AGL, TGL
   o Format Locator
   o Standard Evaluator
   o Table Locator

• Identify and train for “top” vendors for invoice projects
• Set up validation rules, methods and forms
• Configure database lookups
• Integrate KT with KC and process batches through all KT queues
• Test configuration using the extraction benchmark, separation benchmark and classification benchmark tools
• Describe the differences between generic and specific learning and knowledge bases
• Describe required knowledge base maintenance and build new knowledge bases from imported online learning samples.
• Build a project that uses trainable document separation using KTM’s auto-clustering feature
• Pass a certification exam with a score of 85% or higher.

Methodology: Illustrated lecture and discussion, demonstrations and hands-on lab exercises


Class Outline

Module 1 - Class Introduction

  • Duration, prerequisites and materials
  • Goals
  • Class structure and module overviews

Module 2 - Kofax Transformation (KT) Overview

  • What is Kofax Transformation?
  • When is KT the appropriate solution?
  • Examples: Structured / Semi-structured / Unstructured (free-form) documents
  • Basic definitions: Classification / Separation / Extraction
  • Kofax Transformation Modules licensing
  • Program Group components
  • Integration with Kofax Capture: Synchronization and batch workflow
  • Licensing
  • DEMO

Module 3 - Installing Kofax Transformation

  • Hardware requirements
  • System requirements
  • Standalone installation
  • Client/Server installation
  • Quiet mode installation
  • Service Configuration Tool
  • Activating
  • DEMO
  • LAB

Module 4 - The Project Builder GUI; Classification & Extraction Overview

  • Project Builder GUI orientation
  • XDoc Files
  • Classification Overview
  • Separation Overview
  • Selecting one or more Classification Methods
  • Extraction Overview: Locators / Fields / Formatters / Dictionary Files
  • Validation Overview
  • DEMO

Module 5 - Starting With the Familiar…

  • Fixed Form Extraction (Bar Code Locators / Advanced Zone Locators)
  • Mapping Locator Output to Fields
  • Kofax Capture Batch Class Creation
  • Synchronizing and Publishing
  • Processing a Batch
  • DEMO
  • LAB

Module 6 -The Power of KT – Handling Variety: Where do I Start?

  • Acquiring document knowledge (Classification / Extraction / Separation / Formatters / Dictionaries / Validation Rules & Methods)
  • DEMO
  • LAB

Module 7 - Document Sets

  • Test Sets
  • Training Sets
  • Selection List
  • New Samples
  • DEMO
  • LAB

Module 8 - Extracting Data Based on Format: Format Locators

  • Regular Expressions
  • Evaluation Keywords
  • DEMO
  • LAB – Extraction and Batch Processing

Module 9 - Using Trainable Locators for Invoice Processing

  • Generic Knowledge Bases
  • Training for specific learning for top vendors
  • Invoice Group Locators
  • Order Group Locators
  • Amounts Group Locators
  • Adding KT Verification
  • Batch processing
  • DEMO
  • LAB

Module 10 - Trainable Group Locators

  • Uses and limitations
  • Setup and training
  • Testing
  • DEMO
  • LAB

Module 11 - Knowledge Base Maintenance and Management

  • Extraction Level and Project Level Loops for Specific Knowledge Bases
  • Time Intervals for Maintenance
  • Handling New Samples
  • Importing Documents
  • Creating Specific Knowledge Bases
  • De-selecting “used” document samples
  • Retraining, resynchronizing and republishing
  • DEMO
  • LAB

Module 12 - Standard Evaluators

  • Uses
  • Setup and Testing
  • Output
  • DEMO
  • LAB

Module 13 - Database Locators and Lookups

  • Database Setup
  • The Search and Matching Server
  • Database Locator Properties
  • Database Fields
  • Fuzzy lookups during Validation
  • ODBC/SQL/Oracle lookups during Validation
  • Kofax Capture setup and processing
  • DEMO
  • LAB

Module 14 - Extracting Line Item Detail: Manual Mode Table Locators and Table Fields

  • Table locators
  • Table Settings
  • Manual Table setup vs. Automatic Table setup (an overview – automatic mode used for invoices only presented as a demo in this class)
  • Validation setup
  • Kofax Capture setup and processing
  • Manual Mode Processing – How to
  • Setting up KT Validation
  • Kofax Capture setup and processing
  • DEMO
  • LAB

Module 15 - Remote Thin Client Validation and Verification

  • Purpose
  • Features
  • Server requirements, installation and configuration
  • User Profiles
  • Operation
  • DEMO
  • LAB

Module 16 - Classifying by Matching Words or Phrases; Multiple Classification Methods; Standard Separation 

  • Instruction Classification Setup
  • Combining multiple classification methods
  • General settings for classification
  • Standard KT Document Separation
  • DEMO
  • LAB

Module 17 - Content Classification, Auto Clustering and Trainable Document Separation (TDS)

  • Classifying by Content – The Adaptive Feature Classifier
  • Creating a Training Set
  • Importing Folder Structure
  • Training
  • Auto clustering
  • Building a TDS configuration
  • Testing
  • Separation Benchmarking
  • DEMO
  • LAB

Module 18 - Additional Training Classes

  • Scripting for KTM 5 and KT 6

Module 19 - Review and Q&A

  • Review
  • Q & A

Module 20 - Certification and Testing

  • Certification requirements
  • The certification exam
  • Taking the exam
  • Receiving your certificate
Kofax Transformation 6.1  
Delivery method Ondemand
Duration 5 days
Part number TR-5000-0362
Price International USD 4730.00 USD
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