ARDT

Kofax Import Connector 2.0

Course Overview

The focus of this course is to provide product training for Kofax Import Connector–Electronic Documents (KIC–Electronic Documents) 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 KIC–Electronic Documents version 2.0 and qualified personnel to install, administrate and operate KIC–Electronic Documents for importing messages and document attachments into Kofax Capture for further processing as part of a Business Process Management solution.

This course is intended for experienced technical professionals who are participating in the design, implementation, support and operation of component-based document imaging and forms processing solutions that might encompass elements of email, fax, networking, telecommunications, web services, XML, and Kofax Capture. The course will provide a product learning experience and hands-on operation through the use of skill development labs and presentation techniques

This intensive hands-on course is designed to provide a thorough and complete understanding of the KIC–Electronic Documents product, its functionality, configuration, integration and customization. During this course, the attendee will become familiar with the administration and operation of KIC–Electronic Documents and develop skills necessary for integrating KIC–Electronic Documents with Kofax Capture. A Certification Exam is included with the course and the goal of the class is to provide knowledge so that a score of 85% or better will be achieved on the Exam and Certification awarded.

At Course Completion

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

  • Identify features and benefits of KIC–Electronic Documents.
  • escribe the requirements for using KIC–Electronic Documents in a production environment.
  • Configure KIC–Electronic Documents for achieving efficient retrieval and processing of electronic documents in conjunction with and as part of Kofax Capture.
  • Prepare the student to pass a certification exam to attain KIC–Electronic Documents product certification.

Prerequisites

To maximize your learning experience, interested students should have the following prerequisites:
  • Access to a computer with Kofax Capture 9 or 10 installed
  • Access to the KIC–Electronic Documents software.
  • Access to appropriate licensing (a Kofax Capture Evaluation license will be adequate).
  • It is recommended that individuals responsible for installing and configuring KIC–Electronic Documents have prior experience and/or training in telecommunications, network configuration and administration, XML file format, web services, and Kofax Capture.
  • All course materials are provided.


Course Format and Duration

  • Self-paced on-demand or computer-based training.
  • Combination of prerecorded presentations and demonstrations and hands-on student lab exercises
  • Estimated duration to complete: eight hours.

    • Course Outline

    Module 1 – Course Overview

    • Introduction to class
    • Course description
    • Course format and duration
    • Teaching methodology
    • Course prerequisites
    • Course goals
    • Course materials
    • Course contents

    Module 2 - Introduction to KIC–Electronic Documents

    • KIC–Electronic Documents definition
    • Features and benefits
    • Document normalization and conversion
    • Components of KIC–Electronic Documents
    • Operational overview, basic configuration
    • Retrieving and processing documents
    • Message Connector
    • Message Connector Monitor
    • KC Plug-In
    • Licensing

    Module 3 - Installing KIC–Electronic Documents

    • Requirements for installation
    • Deployment options
    • Installation
    • Windows Failover Clustering
    • Network Load Balancing
    • Accessing log files
    • DEMO: Installing KIC–Electronic Documents
    • LAB: Installing KIC–Electronic Documents

    Module 4 - Configuring Email Import

    • Configuring IMAP and POP3 message import
    • Configuring document normalization and conversion
    • Configuring Message Connector as an SMTP server
    • Configuring HTTP options
    • Configuring SSL connections
    • Retrieving and processing email messages
    • Reviewing Message Connector Monitor
    • DEMO: Configuring KIC–Electronic Documents for email import, processing a batch
    • LAB: Configuring KIC–Electronic Documents for email import, processing a batch

    Module 5 - Configuring Fax Import

    • Configuring fax and FoIP message import
    • Configuring Message Connector
    • Configuring rules
    • Retrieving and processing fax messages
    • Reviewing Message Connector Monitor
    • DEMO: Configuring KIC–Electronic Documents for fax import, processing a batch
    • LAB: Configuring KIC–Electronic Documents for fax import, processing a batch

    Module 6 - Configuring Folder Import

    • Configuring message import from a folder
    • Configuring Message Connector
    • Retrieving and processing folder messages
    • Reviewing Message Connector Monitor
    • DEMO: Configuring KIC–Electronic Documents for import from a watched folder, processing a batch
    • LAB: Configuring KIC–Electronic Documents for import from a watched folder, processing a batch

    Module 7 - Configuring Web Services Import

    • Configuring message import via web services
    • Configuring Message Connector
    • Retrieving and processing web services messages
    • Reviewing Message Connector Monitor
    • DEMO: Configuring KIC–Electronic Documents for import via Web services, processing a batch
    • LAB: Configuring KIC–Electronic Documents for import via Web services, processing a batch

    Module 8 – XML Conversion and Advanced Topics

    • XML import, XML types
    • Adding XML types
    • XML mapping
    • Configuring XML mapping
    • XSL transformation
    • Rendering XML documents
    • Scripting overview
    • Scripting functionality
    • Sample scripting project provided
    • DEMO: Configuring KIC–Electronic Documents using XML mapping, processing a batch
    • LAB: Configuring KIC–Electronic Documents using XML mapping, processing a batch

    Module 9 – Certification and Testing

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