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Acquire the knowledge and skills to succeed with Kofax

Kofax Capture and Extraction for MarkView

Course Overview
The focus of this course is to provide product training for the integration of document capture and automatic extraction of data with the Kofax MarkView solution.

This course is designed to provide technical skills necessary to become certified in Kofax MarkView for capture enabled invoice processing.

Attendees will be able to install and configure Kofax Capture and the necessary product extensions to obtain the highest quality documents and data for delivery into a Kofax MarkView solution and configure the Kofax MarkView KTM project to facilitate efficient processing of invoices.

This course is intended for technical professionals who need to understand how to design, implement, and support the operation of capture enabled business process management solutions using Kofax MarkView. Learning is accomplished through presentations, demonstrations, and hands-on labs.

This course is designed to provide a comprehensive deep dive into the functionality, configuration, and integration of Kofax Markview with the Kofax Capture and Transformation Module products. During this course, the attendee will become familiar with optimizing efficiency and accuracy of automatic document categorization, data extraction and validation.

At Course Completion
Upon completion of this course, students will be able to:
• Describe the process of transforming paper documents to digital images.
• Explain the purpose of bar-code cover pages in the capture process and know how to generate them via Kofax MarkView Home.
• Create batches to capture documents via scan or by import and perform automatic data extraction.
• Install, configure, and maintain Kofax Capture and Kofax Transformation Modules for capturing and processing documents and data for accurate delivery into the Kofax MarkView solution.
• Install and configure Kofax Capture Network Server to provide for transfer of documents and data over a wide area network or the Internet.
• Install and configure Kofax Import Connector to optimize the import of documents to Kofax Capture from a variety of input sources (with special focus on email import).
• Leverage VRS and adjust settings to improve image legibility and overall quality
• Pass a Certification Examination with a score of 85% or higher

Prerequisites
To maximize the learning experience, it would be beneficial if the student had the following:
• Awareness of programming concepts (you do not have to write code in this course).
• Basic working knowledge of:
• SQL databases
• Microsoft Internet Information Services (IIS) Manager

Course Materials
• All course materials are provided


Course Outline

DAY 1

Module 1 – Introduction to Class
• Duration, prerequisites and materials
• Goals
• Class structure and module overviews

Module 2 – Kofax MarkView Overview
• Kofax Inc.
• Introduction to Capture Enabled BPM
• What is Business Process Management
• Review of common related terminology
• Capture and extraction defined
• BPM capture process
• Introduction to Kofax MarkView
• Introduction to Kofax Capture
• Introduction to Kofax Import Connector
• Introduction to Kofax Transformation Modules
• What is Kofax Transformation Modules?
• Structured, semi-structured and unstructured documents
• Definitions and Examples:
• Classification
• Separation
• Extraction
• KTM licensing
• KTM Program Group Components
• Integration with Kofax Capture
• Batch Workflow
• Synchronization
• Publishing
• Introduction to Kofax Capture Network Server
• Integration of extraction and capture into Kofax MarkView
• Licensing overview
• DEMO: End-to-end capture enabled BPM


Module 3 – Installation of Kofax Capture and Extensions
• Installing Kofax Capture
• Installing Kofax Import Connector
• Installing Kofax Transformation Modules
• Hardware & System requirements
• Standalone vs. client/server installation
• KTM Services
• Activating Project Builder
• LAB – Installing KTM
• Installing Kofax Capture Network Server
• Activating Licenses with the Kofax License Utility
• DEMO
• LAB

Module 4 - Installing Kofax MarkView Prerequisites and Components
• Installing Oracle Data Access Components (ODAC)
• Configuring tnsnames
• Configuring ODBC
• Installing Kofax MarkView Import API, custom Kofax Scan panel
• Installing Kofax MarkView Data Export Server
• DEMO
• LAB


DAY 2

Module 5 – Configuring Kofax Capture
• Configuring Kofax Capture
• Introduction to Kofax Capture
• Overview of the Administration Module
• User & Group permissions
• Understanding batch classes
• Hierarchy
• Importing Kofax MarkView batch classes
• Synchronize KTM Project
• Configuring the Kofax MarkView export connector
• Configuring database validation
• Publishing
• Configuring the Scan Module
• Basic document capture using the Scan module
• Understanding scanner profiles
• Discussion of Kofax VirtualRescan
• Introduction and Operation of Batch manager
• DEMO
• LAB

Module 6 – Configuring Kofax Capture Import Connector
• Configuring Kofax Import Connector
• Introduction to the Kofax Import Connector
• Setting up email import
• DEMO

Module 7 – Configuring Kofax Capture Network Server
• Configuring Kofax Capture Network Server
• Understanding KCNS profiles
• KCNS in operation
• DEMO

Module 8 – Optimizing the Scan Operation and Kofax VirtualReScan
• The Scan Module
• Scanner properties
• Image Concepts
• Introduction to Kofax VirtualReScan (VRS)
• Scanner profiles
• DEMO: Scanner Configuration Utility and VRS Test Application
• LAB: Scanner configuration and VRS Test Application

Module 9 – Intro to KTM -The Project Builder GUI; Classification and Separation
• The Project Builder GUI
• Toolbar and Menu Bar
• Panels
• Classification Hierarchy for Kofax MarkView
• Valid vs. invalid classes
• Differences between a Standard Project and an Invoice Project
• Project Settings relevant to Kofax MarkView Project
• General
• Classification
• Separation
• Formatting
• Validation
• Dictionaries
• Databases
• Recognition
• Tables
• XDoc Files
• What they are
• How they are created
• The XDoc Browser Tool
• Classification Methods Overview
• Automatic Layout Classification
• Automatic Content Classification
• Automatic Instruction Classification
• Scripted Classification via Page-level Barcode
• Manual Classification in Validation
• Selecting one or more classification methods
• DEMO
• Lab – Reviewing the Kofax MarkView project properties

Module 10 – Extraction in KTM
• The process of extraction
• Locator properties
• Inheritance
• Available locator methods and what they do
• Evaluators
• Fields
• Formatting
• Validation
• Output to Kofax Capture Index fields
• Output to Kofax Markview
• The Extraction Benchmark
• DEMO

DAY 3

Module 11 – Extraction for Kofax MarkView
• Invoice Processing
• What is a trainable field?
• Generic vs. Specific learning
• What is a Knowledge Base?
• Main Features of Knowledge Bases
• May be created from a trained project
• May be imported into new projects
• Examining Locators and Fields
• What locators are being used for extraction?
• Properties of locators and fields
• Adding a test folder and testing your setup
• Testing locators
• Testing extraction for fields
• Training the trainable locators using invoice samples
• Selecting suitable samples – training for your “top vendors”
• Number of samples and confidence scores
• Resolving conflicts
• Training and saving your project
• Resynchronizing with Kofax Capture
• Republishing your Batch Class
• DEMO
• Lab – Reviewing and modifying the Kofax MarkView project

Module 12 – Validating the Data
• What is KTM Validation?
• Field Properties
• Confidence and Distance thresholds
• Applying Formats
• Setting up Validation Methods and Rules
• Review KTM Validation Module GUI setup and testing
• Optional multiple instances of Validation
• Using the KTM Validation Module to add documents to the training set
• Automatic vs. manual tagging for additional training
• The Knowledge Base Learning Server
• Kofax Capture Setup, synchronization and batch processing
• Scan
• KTM Server
• KTM Validation
• KTM KB Learning Server
• Export
• DEMO
• LAB – Reviewing Validation setup

 


DAY 4

Module 13 – Online Learning and Specific Knowledge Base Maintenance
• 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 14 – Managing In-Process Batches
• Batches routed to Quality Control
• Batches received from multiple remote sites (Scan)
• Batches received via KIC
• DEMO
• LAB

Module 15 – Diagnosing and Resolving Issues
• KC Export fails during upload to MarkView application server
• Database errors during validation/publish of MarkView batch classes
• Vendor or vendor site exists in ERP but is not found during extraction/validation
• Log files
• I scanned a batch, where did it go?
• Resources (Knowledgebases, etc.)
• DEMO
• LAB

Module 16 – Additional Deployment Scenarios
• Datasource, DSN, ODBC
• Project file, folders, dictionaries, databases
• DEMO
• LAB

DAY 5

Module 17 – Review
• Review course materials – exam and certification preparation

Module 18 – Testing and Certification
• Certification requirements
• The Certification Exam
• Taking the exam
• Receiving your certificate
• CERTIFICATION EXAM

Kofax Capture and Extraction for MarkView
Delivery method Classroom
Duration 5 days
Part number TR-9000-0080
Price USD $4500
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