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Course Outline

This document outlines the modules of a Kofax Transformation certification training course. The course covers topics such as installing and configuring Kofax Transformation, using different types of locators for extraction, maintaining knowledge bases, validation, classification, separation, and more. It involves lectures, demos and hands-on labs to help students learn how to use Kofax Transformation and prepare for the associated certification exam.

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steph9stoner
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60 views5 pages

Course Outline

This document outlines the modules of a Kofax Transformation certification training course. The course covers topics such as installing and configuring Kofax Transformation, using different types of locators for extraction, maintaining knowledge bases, validation, classification, separation, and more. It involves lectures, demos and hands-on labs to help students learn how to use Kofax Transformation and prepare for the associated certification exam.

Uploaded by

steph9stoner
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Module 1 - Class Introduction

 Duration, prerequisites and materials


 Goals
 Class structure and module overviews

Module 2 - Kofax Transformation (KT) Overview

 What is Kofax Transformation?


 When is KT the appropriate solution?
 Examples: Structured / Semi-structured / Unstructured (free-form)
documents
 Basic definitions: Classification / Separation / Extraction
 Kofax Transformation Modules licensing
 Program Group components
 Integration with Kofax Capture: Synchronization and batch
workflow
 Licensing
 DEMO

Read More ...


Module 3 - Installing Kofax Transformation

 Hardware requirements
 System requirements
 Standalone installation
 Client/Server installation
 Quiet mode installation
 Service Configuration Tool
 Activating
 DEMO
 LAB

Module 4 - The Project Builder GUI; Classification & Extraction Overview

 Project Builder GUI orientation


 XDoc Files
 Classification Overview
 Separation Overview
 Selecting one or more Classification Methods
 Extraction Overview: Locators / Fields / Formatters / Dictionary Files
 Validation Overview
 DEMO
Module 5 - Starting With the Familiar…

 Fixed Form Extraction (Bar Code Locators / Advanced Zone


Locators)
 Mapping Locator Output to Fields
 Kofax Capture Batch Class Creation
 Synchronizing and Publishing
 Processing a Batch
 DEMO
 LAB

Module 6 -The Power of KT – Handling Variety: Where do I Start?

 Acquiring document knowledge (Classification / Extraction /


Separation / Formatters / Dictionaries / Validation Rules & Methods)
 DEMO
 LAB

Module 7 - Document Sets

 Test Sets
 Training Sets
 Selection List
 New Samples
 DEMO
 LAB

Module 8 - Extracting Data Based on Format: Format Locators

 Regular Expressions
 Evaluation Keywords
 DEMO
 LAB – Extraction and Batch Processing

Module 9 - Using Trainable Locators for Invoice Processing

 Generic Knowledge Bases


 Training for specific learning for top vendors
 Invoice Group Locators
 Order Group Locators
 Amounts Group Locators
 Adding KT Verification
 Batch processing
 DEMO
 LAB

Module 10 - Trainable Group Locators

 Uses and limitations


 Setup and training
 Testing
 DEMO
 LAB

Module 11 - Knowledge Base Maintenance and Management

 Extraction Level and Project Level Loops for Specific Knowledge


Bases
 Time Intervals for Maintenance
 Handling New Samples
 Importing Documents
 Creating Specific Knowledge Bases
 De-selecting “used” document samples
 Retraining, resynchronizing and republishing
 DEMO
 LAB

Module 12 - Standard Evaluators

 Uses
 Setup and Testing
 Output
 DEMO
 LAB

Module 13 - Database Locators and Lookups

 Database Setup
 The Search and Matching Server
 Database Locator Properties
 Database Fields
 Fuzzy lookups during Validation
 ODBC/SQL/Oracle lookups during Validation
 Kofax Capture setup and processing
 DEMO
 LAB
Module 14 - Extracting Line Item Detail: Manual Mode Table Locators and
Table Fields

 Table locators
 Table Settings
 Manual Table setup vs. Automatic Table setup (an overview –
automatic mode used for invoices only presented as a demo in this
class)
 Validation setup
 Kofax Capture setup and processing
 Manual Mode Processing – How to
 Setting up KT Validation
 Kofax Capture setup and processing
 DEMO
 LAB

Module 15 - Remote Thin Client Validation and Verification

 Purpose
 Features
 Server requirements, installation and configuration
 User Profiles
 Operation
 DEMO
 LAB

Module 16 - Classifying by Matching Words or Phrases; Multiple


Classification Methods; Standard Separation 

 Instruction Classification Setup


 Combining multiple classification methods
 General settings for classification
 Standard KT Document Separation
 DEMO
 LAB

Module 17 - Content Classification, Auto Clustering and Trainable


Document Separation (TDS)

 Classifying by Content – The Adaptive Feature Classifier


 Creating a Training Set
 Importing Folder Structure
 Training
 Auto clustering
 Building a TDS configuration
 Testing
 Separation Benchmarking
 DEMO
 LAB

Module 18 - Additional Training Classes

 Scripting for KTM 5 and KT 6

Module 19 - Review and Q&A

 Review
 Q&A

Module 20 - Certification and Testing

 Certification requirements
 The certification exam
 Taking the exam
 Receiving your certificate

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