Return to

Kofax Education Services

Acquire the knowledge and skills to succeed with Kofax

Kofax TotalAgility 7.4 Essentials
Training & Certification

Course Overview - Please note this is a level 1 course.
The focus of this course is to provide product training for Kofax TotalAgility 7, utilizing instruction and hands-on labs to develop administration and operation skills for the software. The result will provide technical skills necessary to become certified in Kofax TotalAgility 7. Attendees will be able to build an advanced capture-enabled case process incorporating separation, classification, extraction, and validation capabilities.

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

This course is designed to provide a comprehensive technical overview into the Kofax TotalAgility product, its functionality, configuration, and integration. During this course, the attendee will become familiar with advanced process design features, case management concepts, and front end solution building.

At Course Completion
Upon completion of this course, students will be able to:
• Install and configure Kofax TotalAgility 7
• Describe the functional integration of Mobility Services, Capture Services, Transformation Services, Awareness and Collaboration Services, Analytics & BI Services and Data Integration Services into Kofax TotalAgility 7
• Describe the difference and understand when to use a standard process approach and when to use a case management approach
• Exhibit competency using Kofax TotalAgility Designer
• Design an advanced capture enabled case-based process with mandatory and optional fragments that will provide the ability to perform separation and classification, extraction , and validation
• Build re-usable processes
• Properly utilize integration features e.g. document creation and email nodes
• Handle exceptions and SLA breaches
• Use more advanced features e.g. scripting, web services, and .NET activities
• Build and customize a case-based forms solution
• Configure and use Export and Import solutions
• Pass a Certification Examination with a score of 85% or higher

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 Outline


Module 1- Introduction to the Kofax TotalAgility 7 Essentials Course
• Course Structure
• Classroom Environment
• Course Materials, Software, and Hardware
• Course Objectives
• Course Roadmap
• Exam Registration

Module 2 – Overview of Kofax, Inc. and Kofax TotalAgility 7
• Introduction to Kofax, Inc.
• What is Kofax TotalAgility 7?
• Platform Concept
• Single Platform for Smart Process Applications (SPA)
• Business Process Management
• Dynamic Case Management
• DEMO: Smart Process Application (process oriented)
• Single Platform for Multi-Channel Capture (MCC)
• Mobility Services
• Capture Services
• Transformation Services
• Awareness and Collaboration Services
• Analytics & Business Intelligence Services
• Data Integration Services 
• DEMO: Multi-Channel Capture (capture oriented)

Module 3 – Introduction to Kofax TotalAgility 7
• Kofax TotalAgility Architecture
• Kofax TotalAgility Designer
• Process Designer
• Form Designer
• Kofax TotalAgility Workspace
• Kofax TotalAgility 7 Software as a Service (SaaS)
• Licensing Overview
• DEMO: Loan Application (designer and workspace)


Module 4 – Installing Kofax TotalAgility 7
• Installation Prerequisites
• Hardware Requirements
• Software Requirements
• Server Operating System
• .NET Framework 4.0
• Silverlight 
• Microsoft Internet Information Services (IIS)
• MS SQL Server 
• TCP/IP Protocol
• Database User
• Transformation Server User
• Installation steps
• Confirming Services and Applications After Installation
• LAB: Installing Kofax TotalAgility 7


Module 5 – Case and Process Design Mapping (SPA)
• Working with the Kofax TotalAgility 7 User Interface
• Case and Process Design Components, Configuration, Implementation
• Modules
• Activities: Common, Capture, Microsoft, CMIS, HP TRIM, Script, Other
• Simple Business Process Management (BPM) Scenario
• Simple Case Management Scenario
• Importing and Exporting Maps
• Saving and Releasing Maps
• Loan Application Use Case Scenario
• DEMO: Creating a Loan Application Case Process
• LAB: Creating a Loan Application Case Process

Module 6 – Resources (SPA)
• Users and Groups
• Active Directory Synchronization
• Basic Workflow Rules
• Advanced Workflow Rules
• DEMO: Implementing Resources
• LAB: Implementing Resources

Module 7 – Variables and Work Types (SPA)
• Process Variables
• Server Variables
• System Variables
• Document Variables
• Folder Variables
• Work Types
• DEMO: Using Variables and Work Types
• LAB: Using Variables and Work Types

Module 8 – Branching Rules and Business Rules (SPA)
• Branching Rules
• Business Rules
• DEMO: Creating Branching and Business Rules
• Lab: Creating Branching and Business Rules


Module 9 – Notifications and Document Creation (SPA)
• Activity and Email Notifications
• Document Creation
• DEMO: Email Notification and Document Creating
• LAB: Email Notification and Document Creating

Module 10 – Creating a Site and Building Forms (SPA)
• Creating a Site
• Building the Logon Form
• DEMO: Creating a Site and Building a Form
• LAB: Creating a Site and Building a Form

Module 11 – Formatting Sites, Navigation, and Security (SPA)
• Formatting Sites
• Site Navigation
• Menu Security
• DEMO: Formatting Forms, Configuring Navigation and Menu Security
• LAB: Formatting Forms, Configuring Navigation and Menu Security

Module 12 – Document Capture Concepts (MCC)
• Classification, Separation, Extraction
• Page Registration
• Image Clean-Up
• Recognition & Extraction Capabilities
• DEMO: Capture-Related Activities in Kofax TotalAgility Designer


Module 13 – Creating a Capture Enabled Process (MCC)
• Defining a Folder Type/Variable
• Defining an Extraction Group
• Defining a Classification Group
• Configuring a Classification Activity
• Configuring a Document Review Activity
• Configuring an Extraction Activity
• Configuring a Validation Activity
• Configuring a Loop Activity
• Configuring an Expression Activity
• DEMO: Creating a Capture Enabled Process (Loan Application)
• LAB: Creating a Capture Enabled Process (Loan Application)

Module 14 – Configuring Capture in Kofax Transformation Designer (MCC)
• Setting Up Classification, Document Separation, and Document Test Set
• Train for Classification
• Setting Up Locators, Fields, and Document Test Set
• Testing Extraction
• DEMO: Using Kofax Transformation Designer to Configure Capture
• LAB: Using Kofax Transformation Designer to Configure Capture

Module 15 – Building the Forms for the Capture Enabled Process (MCC)
• Folder Form
• Document Form
• Scan Create New Job Form
• Take Activity Form
• DEMO: Using Kofax TotalAgility Form Designer to Build Forms
• LAB: Using Kofax TotalAgility Form Designer to Build Forms


Module 16 – Configuring Other “Capture Services” Input Methods (MCC)
• Scanners
• Folders, Email, FAX
• Multi-Functional Peripherals (MFPs)
• MFP Emulation
• Mobile Devices
• DEMO: Configuring Other “Capture Services” Input Methods
• LAB: Loan Application with End-To-End Processing

Module 17 – More to Learn About Kofax TotalAgility 7
• Durations and Service Level Agreements (SLAs)
• Events, Preconditions, Triggers, Exceptions
• Reporting and Monitoring
• Scripts, .NET Activities, Expressions, Web Services
• Customizing Forms, Form Validation, Events and Actions, Form Controls
• Calculation and Display Rules
• Form Import and Export, Case Inbox, Ad Hoc Fragments
• Integration
• Capture Related Topics – Classification, Document Separation, Extraction, Validation

Module 18 – Review and Testing
• Class Review
• Overview of the Exam Environment and Exam Structure
• Logging into the Exam Server
• Certification Testing

Kofax TotalAgility 7.4 Essentials
Delivery method Classroom
Duration 5 days
Part number TR-1200-0071
Price USD $3500
Buy online Online store
Quote Request quote
Scheduled classes List Classes
Print course details Print
Available delivery methods