Classes are filled on a first-come, first-served basis. If a particular class is full, we can add your name to the priority list and call you if a space becomes available. Class times are 9:00 AM to 4:30 PM (please plan to arrive by 8:45 AM). For more information, please call (800) 956-9000.

Kofax Capture
Course Duration: 5 Full Days 9:00 AM - 5:00 PM each day

Description
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 customization. Passing a final examination with a score of 80% or higher results in certification as an Kofax Capture Technical Solutions Specialist.

Objectives
During this course, the attendee will become familiar with installing and configuring Kofax Capture, batch class setup, operations and integrating Kofax with other document and data management solutions.

Schedule
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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 or XP)
• Working knowledge of Client/Server
• Experience using previous versions of Kofax Capture (helpful, but not necessary)

Course Materials
All books, documentation and other course materials are provided.

 

Course Outline
I. Seminar Overview

·
Duration, Prerequisites and Materials
·
Goals
·
Class Structure and Module Overviews

II. Kofax Capture Overview

·
DDI Architecture, Terms and Definitions
·
Image Controls Platform & AIPE
·
The Capture Process & Processing Modules
·
Recognition Engines - OCR, ICR, OMR & Bar Code = Power with Purpose
·
Scalability
·
Licensing

III. Installing Capture

·
Prerequisites and System Requirements, Network Considerations & Configuration
·
Installation – Server or Standalone
·
Site Name, Site ID and Station ID
·
Scanner Adapter Support
·
Files installed – Paths
·
Upgrading
·
The Kofax Source Manager & Scanner setup
·
The License Utility
·
LAB: Ascent Installation
·
DEMO: Ascent Demonstration

IV. Scanner Configuration and Hardware Install

·
The Scanner Configurator
·
Reviewing Recommended Configurations
·
Adrenaline Information
·
The Install Guide
·
Installing and Updating Drivers
·
Using the Kofax Source Manager (KSM)
·
LAB: Scanner Configurator and Using KSM

V. Administration, Field Types and Help

·
Administration, User Interface
·
Tool Bar & Menus
·
Field Types, Names, Descriptions & Dictionary files
·
SQL Data Type & Number of Characters
·
Values and options
·
Field Macros and External Functions
·
Ascent online help & context sensitive help
·
Knowledge Hubs in help
·
System info and file versions
·
LAB: Field Types and On-line Help

VI. Batch Classes

·
General Properties - Name, Description, Image Folder & Priority
·
Batch Field setup – Name, Filed Type, Default Values and True/False choices
·
Queues - Modules, Processes & Properties
·
Custom Modules as Queues
·
Separation & Form Identification & Custom setup
·
Advanced Setup – Partial Batch Release, Sort Options, eDocuments & Color
·
LAB: Batch Classes

VII. Document Classes & Form Types

·
Names and Descriptions
·
Fields - Names, Types & Default Values, Processing choices
·
OCR Full Text choices
·
PDF Generation setup
·
Form Type - General information, Name, Description, Fixed Pages
·
Image Cleanup Setup and Profiles
·
Confidence Level, Thresholds % & Page Level Bar Codes
·
LAB: Document Classes & Form Types

VIII. Sample Pages and Zones

·
Adding Sample Pages, Scanner Setup and Kscan.ini
·
Zone functions & Recognition Profiles
·
Creating Zones & linking Fields
·
Setting up Profiles
·
Testing zone setup (QuickZones)
·
Setting up SmartGroups
·
LAB: Sample Pages and Zones

IX. User Profiles & Tracking

·
Enabling User Profiles
·
Setting up Groups & Limiting or allowing access to Batch Classes & Queues
·
Setting User Profiles & Rights
·
Copy for Users and Groups
·
Login and Password setup
·
User Tracking and the stats Database
·
LAB: User Profiles and Tracking


X. Batch Manager

·

Batch listing & Refreshing the list

·

Creating Batches

·

Batch Properties and History

·

Partial Batch Release listing

·

Moving Batches, Processing Batches & Deleting Batches

·

Changing Priorities and Status

·

Sorting and Search functions

·

ACI Server Setup and Options

·

LAB: Using Batch Manager
XI. Scan Module

·
Creating Batches
·
Loading Scanner Profiles
·
Software Import
·
Document Separation
·
Tool Bar and Menus, Navigation Icons
·
Scanning Duplex documents with a Simplex scanner
·
Importing eDocuments
·
Scan Station Options, Views, Filters and Performance Options
·
Unattended Scan Mode and Separator Sheet Utility
·
XML Auto Import
·
Creating Batches using XML Auto Import
·
LAB: Processing Documents

XII. QC (Quality Control) Module

·
Review Image Quality, Verify Forms
·
Zoom, Rotate & select Custom views
·
Reject/Replace Pages and Documents
·
Insert Pages and Documents
·
Reviewing Images and Verifying Documents
·
QC Station Options Views, filters, Performance and Preferences

XIII. Recognition and OCR Full Text Servers

·
User interface, Batch information & Confidence Levels
·
Automatic operation & setting Polling interval
·
Tools and Log Files
·
LAB: Recognition Server & OCR Full Text Processing

XIV. Validation and Verification Modules

·
User Interface, Accepting, Entering and Verifying data
·
Zone Confidence and Frame Color
·
Tool Bars and Menu Options
·
Display, Filter and Font Options
·
Flexibility of Views and Zone Font sizes
·
Batch Edit mode
·
LAB: Validation and Verification

XV. PDF Generation and Release Modules

·
Automatic operation
·
Status and Event windows
·
Polling Timer and Setup Options
·
PDF File Creation - Logs
·
Batch Release Timing
·
Automatic operation
·
Batch Processing Information & Event Log
·
Polling Timer & Setup options
·
Multiple Batch Release
·
LAB: PDF Generation and Release Modules Operation

XVI. Multiple Forms, Database Validation, Exporting and Importing

·
Definitions and Choices
·
When are Multiple Batch Classes, Document Classes and Form Types Required
·
Adding Form Types & Setting up mixed forms
·
Database Validation (lookup)
·
Connecting to the Database
·
Fields to Validate and Auto fill
·
Trigger Timing
·
Advanced Options
·
Multiple Matches (working with a complex database)
·
Batch Class Export & Import
·
Creating a CAB file
·
LAB: Mixed forms, Database Lookup
·
LAB: Challenging Forms Setup
·
LAB: More Challenging Forms
·
LAB: Exporting and creating CAB files

XVII. Ascent, Adrenaline and VRS

·
VRS Technology
·
Adrenaline Image Accelerators
·
VRS Benefits
·
VRS Hardware & Software installation
·
Using the VRS Interactive Interface
·
DEMO: VRS

XVIII. Customization Tools

·
SBL Scripts
·
Ascent Capture COM Interface (ACCI)
·
XML and Custom Modules
·
Release Scripts – Architecture overview

XIX. Certification and Testing

·
Obtaining Kofax Technical Solutions Specialist Certification
·
The Certification Exam
·
Certification Exam: Timed Exam – 90 minutes
·
Grading of Exams
·
Receiving your KTSS Certification

XX. Available Resources

·
Kofax Support – Solutions Providers & End Users
·
Technical support & Kofax.com/support
·
Kofax Resources
·
Certified Solutions Provider Program
·
TAP Program
·
Kofax Professional Services Group
·
Contact Names and Numbers
·
The Imaging Galaxy