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Kofax Customer Communications Manager 5.1 Content, Installation and Integration

This course provides a thorough and complete understanding of Customer Communication Management. This training covers content creation and management, installation, system administration and maintenance and integration for Customer Communications Manager (CCM).

At the conclusion of the course, participants will be given the opportunity to complete an examination leading to certification. This course is intended for everyone who wants to gain the knowledge to successfully use, manage, install, manage and integrate with Customer Communications Manager.


Course Objectives:

Upon completion of this course, students will be able to:

• Describe and explain the working of Customer Communications Manager

• To create new content and maintain existing content

• To extend and create master templates and document templates

• Understand how the Data Backbone can be used and extended

• Perform application management on the content repository

• Install Customer Communications Manager components

• Configure Customer Communications Manager components

• Develop, modify, and test CCM Core Scripts

• Set up integration with other systems and databases

• Assess and solve problems



• Basic knowledge of Microsoft Word

• Basic programming skills

• Basic knowledge of managing the Windows Server Operating System

• Basic knowledge of managing Internet Information Services

• Basic knowledge of scripting languages

• Basic knowledge of SQL based databases

• To enter the class it is advised to have taken the e-learning modules on the Kofax website (


Course Materials

All course materials are provided.


Course Outline


Module 1 – Introduction to Class

• Duration, prerequisites and materials

• Goals

• Class structure and module overview


Module 2 – Customer Communications Manager Overview

• Areas to address

• Customer Communications Manager can create every word processor document

• Functionality of the


Module 3 – Architecture

• 5 layer model

• Role of Customer Communications Manager in the infrastructure of the client

• Generation of documents

• Runtime components


Module 4 – Content Creation and Maintenance

• Get to know the repository

• Use text blocks

• Content wizards

• Document templates

• Forms and qforms

• Views

• Data Backbone

• Field sets

• Content Lifecycle Management


Module 5 – Content Management

• Repository Application Management using the CCM Designer for Windows

• Managing Corporate Identity

• Organizing content

• Managing Users including roles and permissions

• Installing licenses

• Export and import content projects

• Create and use publications

• Content Lifecycle Management extended



Module 6 – Master Templates

• Instruction language

• Data Backbone

• Conditions and loops

• Use content wizards

• Field sets

• Functions and procedures, libraries and includes

• Forms

• Implementation of corporate identity


Module 7 – System Administration and Maintenance

• Concepts and Architecture

• Configuration

• Integration

• Scripts

• Scripting Language

• Error handling

• Logging

• Trouble shooting



Module 8 – Installation

• CCM Core Server component, Web service IIS application & Directory Watch service, Verification of an installation with the test tool and saclient

• CCM Repository and CCM Designer Server, Database connection, Create model package, REST API, CCM Designer for Windows

• CCM ComposerUI

• CCM ContractManager


Module 9 – Configuration

• File locations

• Physical servers

• Licenses

• Start and stop services

• Document Processors

• Services

• Run model settings

• Environments and Server constants

• Monitoring system resources



Module 10 – Integration

• API’s

• Submitting Requests

• Delivering Result Documents

• Support content lifecycle

• Runtime environment settings


Module 11 – Scripts & Scripting Language

• Purposes for scripts

• Locate scripts

• Invoking Customer Communications Management document templates

• Hooks and endpoints

• Script commands

• Parameters

• Vaiables

• Local and Global Constants



Module 11 – Scripts & Scripting Language (Continued)

• Filename manipulation

• Functions

• Control structures

• Generating PDF files


Module 12 – Error handling

• Preparation

• Configuration settings

• Implement your own error handling

• Recurring problems


Module 13 – Logging and Trouble shooting

• Different log files

• Log file settings

• Reading and interpreting log files

• Solve a number of predefined problems


Module 12 – Certification and Testing

• Certification requirements

• The Certification Exam

• Taking the exam

• Receiving your certificate


Kofax Customer Communications Manager 5.1 Content, Installation and Integration
Delivery method Classroom
Duration 5 days
Part number TR-7600-1300V
Price Domestic USD 4000 USD
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