Training

Computer-Based Training and Certification for Ascent Capture 7

Kofax's computer-based training and certification programs provide a way to be trained and officially certified in Ascent Capture without leaving your home or office. This program is designed specifically for those individuals who, because of time, job requirements or travel inconveniences and economics, find it difficult to attend our regular 5-day classroom course. This program uses CD-based audio/visual components, manuals and job aids to optimize the learning experience. Certification requires passing a final exam with a score of 80% or better.

Course Duration: approximately 30 hours to complete

Computer Based Training Kofax's Computer-Based Training and Certification for Ascent Capture 7 uses our standard classroom training materials coupled with instructor presentations, demonstrations (presented on compact discs) and hands-on labs to give technical professionals the training they need to design, implement and support component-based document imaging and forms processing solutions.

This course is designed to provide a suitable alternative for those who because of time, job commitments or travel economics, would prefer to participate in training from their desktops rather than coming to our standard 5-day course. The "training kit" is complete with everything you need to be trained and certified.

Contents include:

Kofax Computer Based Training & Certification briefcase
Training Quick Reference Sheet
Technical Training binder
Installation guide, release notes, etc.
All technical manuals
Limited evaluation license
Kofax Presentation Folder with data sheets and white papers
Kofax highlighter pen
Floppy diskette for Export Lab
Kofax CD case including:
- Introduction, Demonstration & Resources CD (includes appropriate software)
- Class Training CD(s) including presentations and module reviews
- Demonstration CD(s)
Handout package
Miscellaneous materials required for lab completion
Certification Package including exam and return envelope

Certification packages are available as separate purchases to allow you to reuse the training materials and train more than one individual.

This intensive hands-on course is designed to provide a thorough and complete understanding of the Ascent Capture product, its functionality, configuration, integration, and customization. During this course, the attendee will become familiar with installing and configuring using the product for which he/she is being trained.

At course completion

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

Describe and understand the capture process
Install and configure Ascent Capture 7
Confidently demonstrate Ascent Capture, ACIS or ACS to their customers or other end users
Understand the functions, capabilities, and features of the software
Upgrade previous versions of the software to the current version
Be able to demonstrate the administration and operation of Ascent Capture
Pass a certification examination on the specific product 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 previous versions of Ascent Capture (helpful, but not necessary)

Hardware and System Requirements

NOTE: You may install Ascent Capture (for the hands-on labs) on the same machine you use to view your CBT.

Hardware:

Pentium 4 processor
256+ MB RAM
1 GB+ disk space
1024x768 SVGA display, 24 or 32-bit color, small fonts
USB port (required for hardware license key)
A sound card
Speakers or headphones

System:

Windows XP Professional SP2, or
Windows 2000 Professional or Server SP4
Internet Explorer 6
Microsoft Access 2000 or XP (to view user tracking files)
Microsoft Word and Excel 2000 or XP (to view e-documents)

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 – Ascent Capture 7 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 Ascent Capture 7
- 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 - Ascent Installation and License Utility
- DEMONSTRATION - Ascent Administration
Module 4 – Scanner Configuration and Hardware Install
- The Scanner Configurator
- 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
  - kscan.ini
- 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
  - Database requirements
- Multiple release
- Using Batch Manager
  - Batch listing & refreshing the list
  - Match 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
- Ascent Capture COM Interface (ACCI)
- Custom Notes
- XML and Custom Modules
  - Custom Modules as queues
- 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 part numbers and retail costs for the Computer Based Training Kits and additional Certification Packages are as follows:

Ascent Capture 7 CBT (TR-1000-0702) - $3000
Ascent Capture 7.5 CBT (TR-1000-07.502) - $3000
Additional Certification Package - $250

Each CBT includes one Certification Package. You must have purchased the kit to purchase additional certification packages.

NOTE: CBT for Ascent Capture 6.x (Part Number TR-1000-6001) is still available. The retail cost is $2000. Additional Certification Packages (Part Number TR-1000-6002) may be purchased for $250. Click the "Buy Now" link above to purchase.

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