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
- Kofax
- Capture, What is it?
- Business Process Automation
- 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
- Prerequisites and System Requirements
- Terminal Services and VMware Support
- 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
- Configuring your input source with the Scanner Configuration Utility
- 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
- Batch Class setup
- 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
- 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
- Validation
- 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
- Copy and paste
- Rubber band OCR/ICR
- 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)
- High Performance recognition engines
- Image Cleanup profiles
- Panel and toolbar locking
- 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"
- Linking with active directory dialogues
- User Tracking and reporting using turnkey reports and the Report
Viewer
- Security Boost
- DEMONSTRATION - DBUtil.exe and Security Boost
- LAB - User Profiles and User Tracking
- Module 18 - Kofax Capture Import Connector -- Email
- Protocols
- Batch Class compatibility and limitations
- Installation
- Email Import Service account
- Service
- Administration plug-in
- Configuration
- DEMONSTRATION - Installing, configuring, and processing with the
Kofax Capture Import Connector -- Email
- LAB - Installing, configuring, and processing with the Kofax Capture
Import Connector -- Email
- 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
- Custom Scripting
- SBL and .NET scripting
- Release scripts
- Custom Elements
- Custom Extensions
- Custom Modules
- Workflow Agents
- Cusom Notes
- Limits.ini
- API Reference Guide
- .NET Samples
- LAB - Installing Xtrata Server and processing a batch
- 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
- Kofax Capture definition
- Installation adn configuration
- Licensing
- Document capture concepts
- Recognition engines
- Zones and image cleanup
- Processing queues
- Tables
- Foldering
- User Profiles and Tracking
- Customization
- 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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