Kofax Capture 8
Course Duration: 5 Days - 8:30-4:30 Monday through Thursday and 8:30-2:00 Friday
This course is intended for experienced technical professionals who are
participating in the design, implementation, and support of component-based
document imaging and forms processing solutions using Kofax Capture. This
course is also appropriate for consultants engaged in related solution
customization and development.
This intensive hands-on course is designed to provide a thorough and
complete understanding of the Kofax Capture product, its functionality,
configuration, integration, and customizability. Passing a final examination
with a score of 80% or higher results in certification as an Kofax
Capture Technical Solutions Specialist.
During this course, the attendee will become familiar with installing
and configuring Kofax Capture, batch class setup, operations
and integrating Kofax Capture with other document and data management
solutions.
At class completion
Upon completion of this course, students will be able to:
- Describe and understand the capture process
- Install and configure Kofax Capture
- Confidently demonstrate Kofax Capture to their customers
or other end users
- Be able to use the functions, capabilities, and features of
Kofax Capture
- Upgrade previous versions of Kofax Capture to the current
version
- Be able to demonstrate the administration and operation of
Kofax Capture
- Be able to pass a certification examination with a score of
80% or better
Prerequisites
To maximize your learning experience, interested students should
have the following prerequisites:
- Understanding of the Windows 32-bit environment and its GUI
conventions (2000, XP or Server 2003)
- Working knowledge of Client/Server
- Experience using Windows-based applications (eg. Microsoft
Office Suite)
Course Materials
All books, documentation, software, licenses and other course
materials are provided.
Course Outline
- Module 1 - Seminar Overview
- Duration, Prerequisites and Materials
- Goals
- Class Structure and Module Overviews
- Module 2 Kofax Capture 8 Overview
- Business process automation
- Compliance
- Capture, What is it?
- Collect, Process and Deliver
- Business applications and solutions
- Foundation: AIPE, Image Controls and VRS
- Production capture process and processing modules
- Recognition engines - OCR, ICR, OMR and bar code
- Scalability, customizability and extensibility
- New feature overview
- Licensing
- Module 3 - Installing Kofax Capture 8
- Prerequisites and System Requirements, Network Considerations
& Configuration
- Installation Server or Standalone
- Site Name, Site ID and Station ID
- Scanner Adapter Support
- Folders & files installed
- Attended and unattended queues
- Unattended queues as Windows services
- Upgrading
- The License Utility
- LAB - Kofax Capture Installation and License Utility
- DEMONSTRATION - Kofax Capture Administration
- Module 4 Scanner Configuration and Hardware Install
- The Scanner Configuration
- Reviewing Recommended Configurations
- Adrenaline Information
- Virtual ReScan (VRS)
- The Installation Guide
- Installing and updating drivers
- Using the Kofax Source Manager (KSM 32-bit)
- Scanner properties & profiles
- LAB - Scanner Configurator and using KSM
- DEMONSTRATION - KSM Source setup and VC Demo
- Module 5 - Basic Capture
- Scan to archive
- Batch definition
- Setup levels: Batch Class, Document Class & Form
type
- Online help
- Processing Queues
- Separation to create document structure
- Document Class setup
- Form Type setup
- Release setup
- Publishing
- Scan and Release queues
- DEMONSTRATION - Scan and Release
- LAB - Basic capture processing
- Module 6 - Introduction to Data Capture
- Fields and Field Types
- Field values
- Batch priority, Images directory, and Batch Fields
- Adding processing queues
- Queue properties
- Fixed page separation
- Document Class fields and properties
- Setup for releasing data
- Defining Form Type number of pages
- Confidence Level, thresholds percent and page-level bar
codes
- Sample pages
- Linking a bar code to a field
- Publishing
- DEMONSTRATION - Page level bar codes and Validation
- LAB - Capturing documents and data
- Module 7 - Expanding data capture and PDF output
- Additional methods of separation
- Patch Codes
- Bar Codes
- Kofax Separator Sheets
- Adding fields to a Document Class
- Adding Field Types
- PDF properties and output
- Setting up index zones
- Testing using "Quick Zones"
- Recognition engines
- Recognition profiles
- DEMONATRATION - PDF setup, recognition & testing;
the Validation and Verification queues
- LAB - Data capture, PDF output, Validation and Verification
- Module 8 - Separation and Form Identification Profiles;
Multiple Form Types
- Automatic form identification
- Full-page topology
- Form ID zones
- Adding Form Types
- Adding sample pages
- Zone Types
- Data or Index
- Registration
- Shape Registration
- Separator
- Form Identification
- Index Group
- Recognition profiles
- Image Cleanup profiles
- DEMONSTRATION - Automatic form identification
- LAB - Multiple Form Types
- Module 9 - Batch totaling, OMR and Smart Groups
- Batch Fields
- Batch totaling
- Optical mark Recognition (OMR) properties
- Setting the threshold and return values
- Tips, tricks and testing
- Setting up group zones (Smart Groups)
- Advanced recognition engines
- Image Cleanup profiles
- DEMONSTRATION - OMR, zone testing and image cleanup
- LAB - Batch totaling, OMR and Smart Groups
- Module 10 - Database lookup, partial batch release
and multiple release
- Advanced Batch Class properties
- Partial batch release
- Sorting options
- eDocuments
- Database Validation setup
- Database release setup
- Multiple release
- Using Batch Manager
- Batch listing & refreshing the list
- Batch Manager tools & menus
- Help topics and system info
- Partial batch release listing
- Managing batches in progress
- ACI Server setup & options
- DEMONSTRATION - Database lookup, partial batch release and
multiple release
- LAB - Database lookup, partial batch release and multiple
release
- Module 11 - Tables and multiple field values
- Using a TABLE Field Type
- Table fields and structure
- Table field zonal setup
- Release script setup
- Released data structure
- DEMONSTRATION - Table setup and processing
- LAB - Tables and multiple field values
- Module 12 - Folders and Folder Classes
- Folder Class definition and application
- Creating a Folder Class
- Adding index fields
- Inserting a Folder Class
- Batch Class foldering properties
- Auto-foldering options
- Release setup for Folder index fields
- DEMONSTRATION - Folder setup and processing
- LAB - Folders, Folder fields and data output
- Module 13 - XML Auto Import
- XML Auto Import functions
- Creating batches using XML Auto Import
- LAB - XML Auto Import
- Module 14 - OCR Full Text
- Batch Class setup
- Document Class OCR Full Text properties
- Dictionary files
- Output options
- Release setup
- DEMONSTRATION - OCR Full Text setup and OCR Full Text queue
- LAB - OCR Full Text setup and processing
- Module 15 - Unattended scanning
- Unattended scan setup
- Separator Sheet Utility
- Unattended scanning
- DEMONSTRATION - Unattended scan setup and processing
- Module 16 - Quality Control (QC) module
- Exception or explicit queue
- Reviewing Pages and verifying Documents
- QC station options, views, filters, performance and preferences
- Setting up a VRS source
- VRS QC Later
- DEMONSTRATION - QC setup, VRS and VRS QC Later
- LAB - The Quality Control queue
- Module 17 - User Profiles and User Tracking
- Enabling User Profiles
- Setting up groups and limiting or allowing access to Batch
Classes & processing queues
- Setting User Profiles and rights
- Copy for Users and Groups
- Login and password setup
- "Single Sign-on"
- User Tracking and the stats.mdb database
- "Security Boost"
- DEMONSTRATION - DBUtil.exe and "Security Boost"
- LAB - User Profiles and User Tracking
- Module 18 - Email Import
- Email Import definition and application
- Protocols and Batch Class limitations
- Installation
- Email Import Service account
- Service
- Administration plug-in
- Configuration
- DEMONSTRATION - Email Import and processing
- LAB - Email Import and processing
- Module 19- Batch Class export and import
- Creating a cabinet file
- Selecting Batch Class(es)
- Setting file name and location
- Exporting
- Importing a cabinet file
- Selecting a file
- Import options
- Importing
- Reviewing Batch Class setup
- Publishing
- LAB - Cabinet file export and import
- Module 20 - Customization tools
- SBL scripts
- Field Type macros
- Field Type macros and external functions
- Document Class Validation scripts
- Folder Class Validation scripts
- Recognition Scripts
- Kofax Capture COM Interface (ACCI)
- Custom Notes
- XML and Custom Modules
- Workflow Agents
- Release scripts - Architecture overview
- Module 21 - Available resources
- Technical Support options
- for Certified Solutions Providers (CSPs)
- for end users
- Kofax Resources
- Getting Started and Install Guides and Release Notes
- Kofax Professional Services Group
- Kofax Sales Engineers
- Kofax Web site
- Online Knowledgebase
- Scanner Configurator
- Training info
- Downloads
- Etc.
- Contact names & numbers
- Module 22 - Review
- Installation
- The capture process
- Administration & Batch Class setup
- Operations & processing
- Release & integration
- User Profiles and User Tracking
- Customizing
- "The Imaging Galaxy"
- Module 23 - Certification and testing
- Obtaining Kofax Technical Solutions Specialist Certification
- The Certification exam
- Timed exam - 120 minutes
- Grading of exams
- Receiving your KTSS Certificate
- CERTIFICATION EXAM
General Information
The retail cost of the course for end-users is $3,000 per person.
Please note that transportation and lodging are not included
in this price.
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