Kofax Training

• Duration, prerequisites and materials
• Goals
• Class structure and module overviews

• Kofax Inc
• Document capture
• The Solution: kofax capture
• Image cleanup, recognition, extraction
• The production capture process
• Setup and processing with kofax capture
• Extensions to kofax capture: KFS, KCNS, import connectors
• Customizing kofax capture
• How kofax capture fits into the solution
• New features in kofax capture 10
• Licensing
• Enterprise features
• Demo: batch class setup and processing

• Prerequisites and system requirements
• Terminal services and VMware support
• Network considerations & configuration
• Installation – server or standalone
• Site name, site ID and station ID
• Folders and files installed
• Attended and unattended queues
• Unattended queues as windows services
• Multiple system administrators
• Upgrading
• The license Utility
• Kofax deployment utility
• Msi installation
• Lab: installing and licensing kofax capture

• The scanner configurator
• Connecting a scanner
• Using the scanner configuration utility
• Image concepts
• Introduction to kofax virtualrescan (VRS)
• Properties and profiles
• Introduction to VRS test application
• Demo: scanner configuration utility and VRS test application
• Lab: scanner configuration

• Administration module
• Online help
• Batch class setup
• Processing queues
• Separation and form identification
• Document class setup
• Form type setup
• Export connector setup
• Batch class publishing
• Scan module
• Creating and processing a batch
• Demo: Administration module, batch class setup, scan and process a batch
• Lab: batch class setup and batch processing

• Fields and field types
• Adding processing queues
• Queue properties
• Fixed page separation
• Automatic batch naming
• Document class fields and properties
• Sample pages
• Setting up data or index zones
• Page level bar code setup
• Export connector setup for exporting data
• Validation module
• Validating captured data
• Demo: introduction to data capture and zone setup
• Lab: introduction to data capture and zone setup

• Additional methods of document separation
• Patch codes
• Bar codes
• Kofax separator sheets
• Adding field types
• Adding fields to the document class
• Setting up index zones for automatic extraction
• Recognition engines and recognition profiles
• Testing zones
• Verification
• Recognition server
• Demo: automatic zonal data extraction
• Lab: setting up automatic zonal data extraction

Automatic separation and form identification

• Full page topology
• Adding form types
• Adding sample pages
• Zone types
• Modifying recognition profiles
• Image cleanup profiles
• Copy and paste
• Rubber band OCR/ICR
• Demo: automatic form identification
• Lab: multi form type setup

• Batch Fields
• Batch totaling
• Optical Mark Recognition (OMR) setup
• Setting the threshold and return values
• Tips, tricks and testing
• Setting up group zones
• High performance recognition engines
• DEMO: OMR, zone testing and image cleanup
• LAB: Batch totaling, OMR and processing group data

• Advanced batch class properties -- partial batch export, sorting
• options, eDocuments, single document processing and routing
• Database validation setup
• Export connector -- database
• Export connector -- email
• Export connector – fax
• Multiple export
• Using batch manager
• Batch listing & refreshing the list
• Batch manager tools and menus
• Help topics and system info
• Managing batches in-progress
• Batch class update
• Demo: database lookup, partial batch export and multiple export
• Lab: database lookup, database export, partial batch and multi batch
• export

• Kofax capture network server (KCNS)
• Kofax front office server (KFS)
• Kofax capture import connector – web services
• Kofax capture import connector – folder
• Kofax capture import connector – XML
• Functions and setup
• Creating batches
• Licensing requirements
• Demo: kofax capture import connector – XML
• Lab: kofax capture import connector

• Overview of KCIC – advanced email and fax
• Introduction to KCIC -- email
• Batch class compatibility and limitations
• Installation
• Setting up the KCIC -- email service account
• KCIC -- email service
• Administration plug-in
• Configuration
• Demo: installing, configuring, and processing with the kofax capture
• import connector – email
• Lab: kofax capture import connector – e-mail

• Ocr full text definition
• Ocr full text configuration
• Batch class setup
• Document class setup
• Export setup
• Pdf properties and output
• Pdf configuration
• Batch class setup
• Document class setup
• Export setup
• Demo: ocr full text and pdf setup and processing
• Lab: ocr full text

• Exception or explicit queue
• Reviewing images and verifying documents
• Qc station options views, filters, performance and preferences
• Vrs Qc later
• Unattended scanning
• Demo: quality control setup, Vrs and Vrs QC Later
• Lab: quality control, reviewing images and documents

• Enabling User Profiles
• Setting up groups & limiting or allowing access to batch classes &
• queues
• Setting user profiles & rights
• Copying groups and users
• Login and password setup
• Single sign-on
• Linking with Active Directory
• User tracking and reporting using turnkey reports and the Report
• Viewer
• Security Boost
• DBUtil
• DEMO: DBUtil and Security Boost
• LAB: User Profiles and Tracking

• Reference material
• Sample source code
• Developers guide
• Api reference guide
• Api reference guide
• Custom scripting with SBL and VB.NET
• Export connectors
• Custom elements
• Custom extensions
• Custom modules
• Workflow agents
• Batch workflow
• Customization deployment
• Custom notes
• Demo: batch workflow and cmsplit, using a workflow agent, using a
• validation script
• Lab: batch workflow and cmsplit, using a workflow agent, using a
• validation script

• Creating and exporting a cabinet file
• Importing a cabinet file
• Best practices for import
• Designing and analyzing forms for document capture
• Demo: batch class export and import
• Lab: additional form setup, cabinet file export and import

• Benefits
• Requirements
• Setup
• Running kofax capture from the browser

• Benefits
• Requirements
• Setup
• Running kofax capture from the browser

• The kofax web site
• Reseller partner benefits
• Software maintenance and support
• Additional value-add services – professional services and education
• services
• Class resources

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