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Kofax Capture Customization 10.0
Training & Certification

Summary:
This class is intended for those certified in Kofax Capture 10 who have limited experience with a software development environment. Students will learn the basic methods for customizing Kofax Capture using preconfigured files and Visual Basic 2008/2010 projects and VB .NET scripting. Some programming experience is helpful but not required.

Objective:
Students will learn the different ways that Kofax Capture can be customized which includes Validation scripting, modifying the user interface, changing the workflow, and creating custom modules and Export Connectors.

Module 1 - Course Overview
• Duration, prerequisites and materials
• Goals
• Class structure and module overviews

Module 2 – Introduction to Softbridge Basic Language
• What is SBL?
• Validation Script Process
• SBL Functions
• SBL Dialog Boxes
• Creating a Validation script
• Adding code to the script
• Compiling the script
• Using hidden fields
• ** LAB 2-1 Copying class files, using hidden fields and Index Values based on fields in SBL**

Module 3 – SBL Editors
• SBL Editors
• Standalone editing
• Variable Scope in SBL
• Save and Skip Document
• Save and Skip Field
• Available Help
• Debugging in SBL
• ** LAB 3-1 – Using SBLDemo, Save and Skip Field **

Module 4 – Advanced SBL
• SBL Scripting Tips
• Creating Reusable Code for SBL

  • Field Macros
  • SBL Header Sections
  • SBL Header Files
  • SBL Library Files

• KES_Utils.NET DLL

• ** Demonstration – SBL and Reusable Code, Code Review KES_Utils.NET DLL **
• ** Lab 4-1 – SBL Coding and KES_Utils.dll **

Module 5 – VB .NET Scripting
• Introduction to VB .NET Scripting
• Why use .NET scripts?
• VB .NET Scripting

  • Publishing
  • Folder Locations
  • Deployment 

• VB .NET Terminology
• VB .NET Field Type Scripts
• ** Demonstration: VB .NET Field Type Script Creation **
• ** LAB 5-1: Creating a VB .NET Field Type Script **

Module 6 – VB .NET Validation Scripts
• Creating VB .NET Validation Scripts
• VB .NET Validation Script Events
• VB Documents Script Example
• VB .NET Error Handling 
• VB .NET Script Debugging
• Introduction to Development Help: Developer’s Guide / API Reference Guide
• API Reference Guide – .NET Scripting Library
• ** Demonstration: VB Documents Validation Script Review **
• ** LAB 6-1: Creating, Compiling, and Debugging a VB .NET Validation Script **

Module 7 – Workflow Agents – Sample Agent
• What are Workflow Agents?
• Installing a Workflow Agent
• Registering the Agent
• Inserting into a Batch Class
• Workflow Agent Properties
• Batch processing with a workflow agent
• Introduction to Development Help: Developer’s Guide / API Reference Guide
• ** Demonstration: Review of the Validation Workflow Agent source code **
• ** LAB 7-1: Installing, configuring, and processing with a workflow agent

Module 8 – Workflow Agents – Batch to QC
• Defining the workflow agent
• Steps for developing an agent
• API Reference Guide – objects, methods, and properties
• Using Visual Basic 2008
• Project settings and code review
• Debugging a workflow agent
• ** Demonstration: Code Review of a .NET workflow agent **
• ** LAB 8-1: Coding & Compiling the RejectToQC Workflow Agent .NET **


Module 9 – Kofax Capture Custom Modules
• Custom Modules Overview
• Steps for developing custom modules
• Custom module libraries used for development
• Custom Module Resources: Developer’s Guide / API Reference Guide
• KES Delete Forms Custom Module: Project Review / Code Review
• Visual Basic Coding Tips
• Custom module registration
• ** Code Review of the KES Delete Custom Module **
• ** LAB 9-1: Coding, compiling, and processing the KES Delete Forms Custom Module **

Module 10 – Custom Panels
• Kofax Capture Panel Interface
• Steps for developing custom panels
• Custom Panel References: Developer’s Guide / API Reference Guide
• Custom Panel Events
• Big Green Button Scan Panel: Code review / Registering a custom panel / Finalizing the Big Green Button
• ** Demonstration: Code Review of the Big Green Button Scan Panel **
• ** LAB 10-1: Coding, compiling, and processing the Big Green Button Scan Panel **

Module 11 – Custom Menus
• Module Type Library Review
• Steps for developing custom menus
• Custom menu functionality
• Custom menu programming
• Module Type Library objects
• Custom menu registration files
• KES Doc Copy Validation Menu: Code review / Registering the custom menu / Features
• ** Demonstration: Code Review of the KES Doc Copy Validation Menu **
• ** LAB 11-1: Coding, compiling, and processing the KES Doc Copy Validation Menu **

Module 12 – Custom Batch Naming & Menu Blocking
• Kofax Capture – Batch Naming
• Custom Batch Naming: Functionality / Module Type Library enumerations / KES Batch Name Generate Review
• Kofax Capture – Lock Toolbars
• Custom Menu Blocking: Functionality / Module Type Library objects / KES Delete Rights Review
• ** Demonstration: Code review of the batch naming and menu blocking panels **
• ** LAB 12-1: Installing and registering the Batch Name Generate and Delete Rights Panels **

Module 13 – Export Connectors
• Release Script Overview
• Steps for developing Export Connectors
• Release Script Functions
• API Reference Guide: Kofax Capture Release Type Interop Library 
• KES XML Release Script: Features / Review / Registering the Export Connector / Export Connector Configuration 
• ** Demonstration: Code review of the KES XML Export Connector **
• ** LAB 13-1: Coding, compiling, and processing with the KES XML Export Connector **

Module 14 – New Kofax Customization Features
• Multiple Simultaneous System Administration
• Batch Class Update
• Document Routing
• Customization Deployment
• ** Demonstration: Batch Class Update and Document Routing **

Module 15 – Batch Class Import Tips
• Batch Class import with a missing release script
• Batch Class import from a newer version of Kofax Capture
• Batch Class import with a missing workflow agent
• ** LAB 15-1: Importing and Exporting Batch Classes **

Module 16 – Additional Class Resources
• Documentation
• Source Code
• Additional Class Materials

Module 17 – Class Review
• SBL Review
• SBL Field Type & Validation scripts
• VB .NET field type scripts
• VB .NET validation scripts
• Workflow Agents
• Custom Modules
• Custom Panels
• Custom Menus
• Export Connectors

 
Kofax Capture Customization 10.0
Delivery method Classroom
Duration 3 days
Part number TR-8000-0110
Price USD $3500
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Available delivery methods
CBT
Classroom
Ondemand