ARDT

Kofax TotalAgility 7.5 MCC

Please note this is a Level 2 Course.

At Course Completion

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

  • Import a process that will drive the scan steps: Scan, Separate, Classify, Extract, Validate and Verify
  • Configure Separation profiles, Classification Groups and Sub Folders
  • Configure Formatters
  • Configure Validation
  • Configure Verification
  • Build a process to handle the contents of a single folder
  • Create a Format Locator
  • Create a Trainable Group Locator
  • Create a Knowledge Base
  • Learn how to improve automated extraction results
  • Configure a Database Locator and Alternative Search
    Learn how to Export extracted data
  • Learn how to pass data to a downstream line of business process
  • Understand and configure a Document Set
  • Learn how to Validate a folder
  • Use Content and Instruction based classification to classify documents
  • Configure Trainable Document Separation
  • Pass a Certification Examination with a score of 85% or higher
  • Self-Learning labs exist for Trailing Documents, Document Variants and more advanced Document Sets features.

Prerequisites

  • Completion of the Kofax TotalAgility 7 Essentials course and Certification Exam
  • 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 on this course)
    Understanding of Capture and SPA/BPM Concepts
  • Basic working knowledge of:
    SQL databases
    Microsoft Internet Information Services (IIS) Manager

Course Outline

DAY 1

Module 1 – Introduction to Class

  • Duration, prerequisites and materials
  • Import Package
  • Goals
  • Class structure and Module Overviews

Module 2 – Configure a Separation Profile and Folder Type

  • Overview
  • Data Designer Module
  • Separation Profiles
  • Document and Folder Level Separation
  • Modify a Separation Profile – Separate by Folder
  • Demo
  • Lab
  • Modify a Folder Type to include Sub Folders
  • Demo
  • Lab

Module 3 – Configure a Classification Group to have Multiple Extraction Groups

  • Overview
  • Classification Group
  • Modify a Classification Group to include Multiple Extraction Groups
  • Demo
  • Lab

Module 4 – Formatters

  • What are Formatters?
  • Kofax TotalAgility Designer
  • When Does Formatting Take Place?
  • Configure Field Formatters
  • Test Formatters
  • Demo
  • Lab

Module 5 – Validation

  • What is Validation?
  • Kofax TotalAgility Designer
  • Configure Field Validation
  • Standard, Regular Expression
  • Test Validation
  • Demo
  • Lab

Module 6 – User Verification

  • What is User Verification?
  • Kofax TotalAgility Designer
  • Add a Verification Node
  • Configure Field Verification
  • Confirmation and Double Keying
  • Test Verification
  • Demo
  • Lab

DAY 2

Module 7 – Create a Handler Process to Process a Folder

  • Overview
  • Loop Folder Contents
  • Design a Process to Handle a Single Folder
  • Loop Documents
  • Create New Job Node
  • Create an Instance of the Handler Process
  • Create an Instance of a Downstream Case Process
  • Test the Handler Process
  • Demo
  • Lab

Module 8 – Pass Extracted Data to Downstream Line of Business Process

  • What is a Line of Business Process?
  • Initialization Variables in Downstream Process
  • Using Expression node to cast DocumentID providing Access to Extracted Field Data
  • Map Initialization Variables in the Create New Job node
  • Test Passing Data to Downstream Process
  • Demo
  • Lab

Module 9 – Configuring a Format Locator

  • What is the Format Locator?
  • Configuration
  • Map the Locator to an Extraction Field
  • Test the Format Locator
  • Demo
  • Lab

Module 10 – Configuring a Trainable Group Locator

  • What is the Trainable Group Locator?
  • Configuration
  • Mapping Locator to Extraction Fields
  • Test the Trainable Group Locator
  • Marking Documents for Online Learning at runtime
  • Demo
  • Lab

Module 11 – Creating a Knowledge Base

  • What is a Knowledge Base?
  • Configuration
  • Assign a Knowledge Base to a Trainable Group Locator
  • Knowledge Base Maintenance
  • Demo
  • Lab

Module 12 – Database Locators, Alternative Search

  • What is a Database Locator?
  • What is Alternative Search
  • Configuration
  • Map the Locator to an Extraction Field
  • Test the Database Locator
  • Demo
  • Lab

Module 13 – Improving Project Extraction Results

  • Baseline Benchmark
  • Locator Confidence Thresholds
  • Validation Thresholds
  • Distance Between Results
  • Recognition Engines
  • Compare Benchmark Results
  • Standard Formatter
  • Business Rule Formatters
  • Demo
  • Lab

DAY 3

Module 14 – Export Extracted Data

  • Using the Data Access node to Integrate with an External SQL Server Database
  • Export Documents as Images using .NET
  • Test Exporting Data
  • Demo
  • Lab

Module 15 – Document Set

  • What is a Document Set?
  • Creating a Document Set
  • Adding Documents to a Document Set
  • Evaluating a Document Set
  • Configuring the Document Set Control
  • Test the Document Set at runtime
  • Demo
  • Lab

DAY 4

Module 16 – Folder Validation

  • Configure Folder Validation
  • Test Folder Validation
  • Advanced Folder Validation using Business Rules
  • Demo
  • Lab

Module 17 – Content Classification

  • Configure Content Classification
  • Instruction Based Classification
  • Test Content and Instruction Based Classification
  • Demo
  • Lab

Module 18 – Trainable Document Separatione

  • Configure Trainable Document Separation (TDS)
  • Test Configure Trainable Document Separation
  • Demo
  • Lab

Module 19 – Certification and Testing

  • Certification requirements
  • The Certification Exam
  • Taking the exam
  • Receiving your certificate
  • CERTIFICATION EXAM