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Acquire the knowledge and skills to succeed with Kofax

Kofax TotalAgility 7.2 Administration

Course Outline

DAY 1

Course Pre-requisites

Module 1- Introduction to Kofax TotalAgility 7 Administration Course

  • What is Kofax TotalAgility 7?
  • Underlying Technology
  • Architecture
  • Designers and Workspace
  • Terminology
  • Case and Business Process
  • Import Package
  • Overview of Imported Processes, Forms, and Site
  • Categories Recap

Module 2 - Packages

  • Package Elements
  • Package Comparison
  • Package Import/Export
  • Import Non-Versioned Items

Module 3 - Manage Resources, User Accounts Policy

  • What are Resources?
  • Creating Resources
  • Adding Resources
  • Account Settings
  • Updating and Deleting Resources
  • Assigning Resources
  • System Account Settings
  • Multifactor Authentication

Module 4 - Create a Job and use the Repository Browsers

  • Create A Job/Case
  • Using the Repository Browser

Module 5 - Administration using the Workspace

  • Key Administrative Features of the Workspace
  • Workspace Administration Menu
  • Administering Resources
  • Resource Delegation
  • Administering Resource Skill Levels and Availability
  • Administering Activities
    • Reassign Activities
    • Reset Taken Activities
  • Job Upgrader
  • Troubleshoot Jobs

 Module 6 - Housekeeping

  • Housekeeping
  • Logged on Users
  • Removing Finished Jobs
  • Removing Audit Entries
  • API’s and Job Schedule
  • Retention Policy 

Module 7 - Access Permissions and Menu Security

  • Access Permissions
  • Category Access Permissions
  • Workspace Menu Security

Module 8 - Troubleshoot Triggers and Exceptions

  • Escalation Handling
  • Triggers & Pre-emptive escalation
  • Exceptions
  • Exception Handling

 

Module 9 - Database Troubleshooting

  • What is SQL Profiler?
  • Creating a Trace
  • Events Selection

Module 10 - Serial Number, License Information, and Product Version

  • Locate Product Serial Number
  • Identify License Information
  • Identify Product and Database Version

Module 11 - Kofax Technical Support

  • Technical Support Offices
  • Contact Methods & Operating Times
  • Severity, Response Times & Escalation Path
  • Software Downloads – Major / Minor / Service Pack / Fix Pack

Module 12 - Review and Testing

  • KTA 7 Courses – What Next?
  • Review
  • Certification and Testing
Kofax TotalAgility 7.2 Administration
Delivery method Classroom
Duration 2 days
Part number TR-1200-0279
Price USD $1500
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Available delivery methods
Classroom
Ondemand