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Course Details

ControlSuite Installer Certification Training | EL-CTS-INSTALL-012

Course/Exam Description

Course Title: ControlSuite Installer Certification Training
Course ID:  EL-CTS-INSTALL-012
Skill Level: Intermediate

 

Description: Kofax ControlSuite integrates print, capture, output management, and mobile workflows into a single solution. ControlSuite provides increased efficiencies and productivity while maximizing document security.

This course will prepare you to confidently install, license, configure, implement, build valuable workflows, and troubleshoot ControlSuite and its component applications of AutoStore, Equitrac, and Output Manager.

If your job responsibilities include installation, configuration, print management implementation, or document workflow creation, this is the right course for you. 

NOTE: Modules covering minor or dot level release training may be included in this course. This course contains the following update training. ControlSuite v1.3

Objectives: Upon completion of this course, you will be able to:

  • Describe the Kofax ControlSuite Platform, core services, shared services, and security framework.
  • Locate and reference system requirements, documentation, and support resources.
  • Install and license ControlSuite, AutoStore, Equitrac, and Output Manager using the ControlSuite Install Assistant.
  • Configure ControlSuite, AutoStore, Equitrac, and Output Manager using the ControlSuite Configuration Assistant.
  • Setup AutoStore, Equitrac, and Output Manager for operation and workflow creation.
  • Troubleshoot basic installation issues with ControlSuite applications.
  • Configure and implement capture, print management, document transformation, and output management workflows.
  • Describe the integration capabilities of ControlSuite and its applications.

Target Audience:

Technical personnel whose job responsibilities may include installing products in customer production, proof of concept, and demo environments.

  • Installation Engineers
  • Sales Analysts
  • Technical Consultants
  • PS Consultants

Self-paced learning:

The training consists of learning paths containing a series of self-paced eLearning modules and an exam that covers ControlSuite and one of its component applications.

Learning Paths:

  • (Skill) ControlSuite AutoStore Installer
  • (Skill) ControlSuite Equitrac Installer
  • (Skill) ControlSuite Output Manager Installer
  • (Certification) ControlSuite 1.2 Capture & Equitrac Print
  • (Certification) ControlSuite 1.2 Capture & Output Manager Print
  • (Skill) ControlSuite 1.3 Update
  • (Skill) ControlSuite 1.4 Update
  • (Skill) ControlSuite AutoStore Advanced Deployment
  • (Skill) ControlSuite Equitrac Advanced Deployment
  • (Skill) ControlSuite Output Manager Advanced Deployment
  • (Certification) ControlSuite 1.3 Advanced Tech Support Certification Exam

Note: A skill learning path supports a single ControlSuite product. To prepare for a certification exam, pass all the skill exams leading up to the certification exam.

Knowledge Prerequisites: 

No previous ControlSuite experience is required. However, experience with navigating Windows server operating systems, knowledge of protocols, and other IT related topics is recommended.

 

 

Training Components

Click on the course topics below to learn more.

This learning path will prepare you to install and configure ControlSuite with AutoStore by covering the capabilities, architecture, installation, initial setup, and workflow configuration.

A ControlSuite AutoStore Installer skill badge is earned by completing the learning path and passing the examination with a score of 85%.


Training component modules and exams
  • Introducing ControlSuite   [25 Minutes]
  • Introducing AutoStore   [25 Minutes]
  • ControlSuite Architecture   [20 Minutes]
  • AutoStore Architecture   [20 Minutes]
  • ControlSuite Installation, Configuration, and Licensing   [45 Minutes]
  • AutoStore Installation and Configuration   [25 Minutes]
  • AutoStore Initial Configuration   [50 Minutes]
  • AutoStore Workflow Configuration   [140 Minutes]
  • ControlSuite Integrated Workflows   [15 Minutes]
  • ControlSuite 1.2 Upgrade   [40 Minutes]
  • AutoStore 8.2 Installer Skill Exam

This learning path will prepare you to install and configure ControlSuite with Equitrac by covering the capabilities, architecture, installation, initial setup, and workflow configuration.

A ControlSuite Equitrac Installer skill badge is earned by completing the learning path and passing the examination with a score of 85%.


Training component modules and exams
  • Introducing ControlSuite   [25 Minutes]
  • Introducing Equitrac   [25 Minutes]
  • ControlSuite Architecture   [20 Minutes]
  • Equitrac Architecture   [50 Minutes]
  • ControlSuite Installation, Configuration, and Licensing   [45 Minutes]
  • Equitrac Installation and Configuration   [30 Minutes]
  • Equitrac Initial Configuration   [60 Minutes]
  • Equitrac Workflow Configuration   [80 Minutes]
  • ControlSuite Integrated Workflows   [15 Minutes]
  • ControlSuite 1.2 Upgrade   [40 Minutes]
  • Equitrac 6.2 Installer Skill Exam

This learning path will prepare you to install and configure ControlSuite with Output Manager by covering the capabilities, architecture, installation, initial setup, and workflow configuration.

A ControlSuite Output Manager Installer skill badge is earned by completing the learning path and passing the examination with a score of 85%.


Training component modules and exams
  • Introducing ControlSuite   [25 Minutes]
  • Introducing Output Manager   [20 Minutes]
  • ControlSuite Architecture   [20 Minutes]
  • Output Manager Architecture   [20 Minutes]
  • ControlSuite Installation, Configuration, and Licensing   [45 Minutes]
  • Output Manager Installation and Configuration   [25 Minutes]
  • Output Manager Initial Configuration   [40 Minutes]
  • Output Manager Workflow Configuration   [50 Minutes]
  • ControlSuite Integrated Workflows   [15 Minutes]
  • ControlSuite 1.2 Upgrade   [40 Minutes]
  • Output Manager 5.2 Installer Skill Exam

This learning path will prepare you to confidently install, license, configure, implement, build workflows, and troubleshoot ControlSuite and its component applications of AutoStore (Capture) and Equitrac (Print Management).

Installer | ControlSuite Capture and Equitrac Print Certification is earned by completing the learning path and passing the examination with a score of 85%.

Note: The modules in this learning path are the same as all the modules in the:

  1. Installer | ControlSuite AutoStore Certification learning path
  2. Installer | ControlSuite Equitrac Certification learning path

If you previously completed all the modules in the separate learning paths listed above, they will show completed in this learning path and will only need to complete the exam to receive the certification.


Training component modules and exams
  • Introducing ControlSuite   [25 Minutes]
  • Introducing AutoStore   [25 Minutes]
  • ControlSuite Architecture   [20 Minutes]
  • AutoStore Architecture   [20 Minutes]
  • ControlSuite Installation, Configuration, and Licensing   [45 Minutes]
  • AutoStore Installation and Configuration   [25 Minutes]
  • AutoStore Initial Configuration   [50 Minutes]
  • AutoStore Workflow Configuration   [140 Minutes]
  • Introducing Equitrac   [25 Minutes]
  • Equitrac Architecture   [50 Minutes]
  • Equitrac Installation and Configuration   [30 Minutes]
  • Equitrac Initial Configuration   [60 Minutes]
  • Equitrac Workflow Configuration   [80 Minutes]
  • ControlSuite Integrated Workflows   [15 Minutes]
  • ControlSuite 1.2 Upgrade   [40 Minutes]
  • Installer | ControlSuite 1.2 Capture & Equitrac Print Certification Exam

This learning path will prepare you to confidently install, license, configure, implement, build workflows, and troubleshoot ControlSuite and its component applications of AutoStore (Capture) and Output Manager (Print Management).

Installer | ControlSuite 1.2 Capture and Output Manager Print Certification is earned by completing the learning path and passing the examination with a score of 85%.

Note: The modules in this learning path are the same as all the modules in the:

  1. Installer | ControlSuite AutoStore 8.2 Certification learning path
  2. Installer | ControlSuite Output Manager 5.2 Certification learning path

If you previously completed all the modules in the separate learning paths listed above, they will show completed in this learning path and will only need to complete the exam to receive the certification.


Training component modules and exams
  • Introducing ControlSuite   [25 Minutes]
  • Introducing AutoStore   [25 Minutes]
  • ControlSuite Architecture   [20 Minutes]
  • AutoStore Architecture   [20 Minutes]
  • ControlSuite Installation, Configuration, and Licensing   [45 Minutes]
  • AutoStore Installation and Configuration   [25 Minutes]
  • AutoStore Initial Configuration   [50 Minutes]
  • AutoStore Workflow Configuration   [140 Minutes]
  • Introducing Output Manager   [20 Minutes]
  • Output Manager Architecture   [20 Minutes]
  • Output Manager Installation and Configuration   [25 Minutes]
  • Output Manager Initial Configuration   [40 Minutes]
  • Output Manager Workflow Configuration   [50 Minutes]
  • ControlSuite Integrated Workflows   [15 Minutes]
  • ControlSuite 1.2 Upgrade   [40 Minutes]
  • Installer | ControlSuite 1.2 Capture & OM Print Certification Exam

This training component covers the new features, enhancements, implementation, and configuration information for ControlSuite 1.3 core, AutoStore 8.3. Equitrac 6.3, and Output Manager 5.3.


Training component modules and exams
  • ControlSuite 1.3 Update Training   [70 Minutes]
  • ControlSuite 1.3 Update Skill Exam

ControlSuite 1.4 delivers changes, enhancements, and new features. This learning path will prepare technical personnel to describe, install, upgrade, and implement new features of ControlSuite 1.4 and its software components. The training also includes a bonus module that covers integrating modern authentication with ControlSuite and AutoStore.

Estimated Completion Time: 2.75 hours

Objectives: Upon completion of the training, you will be able to:

  • List and describe the benefits and impact of the new features and changes.
  • List technical specification changes and end-of-life features.
  • Explain the new Security Framework and deployment options
  • Deploy Security Framework to a single server, multi-sever, and ControlSuite upgrade.
  • Install and upgrade ControlSuite 1.4.
  • Describe AutoStore new features and changes.
  • Configure the OP Converter component.
  • Describe how documentation has been improved
  • Describe and configure modern authentication for AutoStore components and Azure AD as an identity provider.

Learning Prerequisites:

Completion of any of the following ControlSuite Installer learning paths.

  • Installer | ControlSuite AutoStore
  • Installer | ControlSuite Equitrac
  • Installer | ControlSuite Output Manager
  • Installer | ControlSuite Capture and Equitrac Print Certification
  • Installer | ControlSuite Capture and Output Manager Print Certification

Target Audience: 

Technical personnel whose job responsibilities may include installing products in customer production, proof of concept, and demo environments.

  • Installation Engineers
  • Sales Analysts
  • Technical Consultants
  • PS Consultants

Skill Exam: 

Upon successful completion of this learning path (and exam), you will be awarded a ControlSuite 1.4 Update Skills Badge validating your knowledge and ability. A score of 80% or higher is required to pass the exam.


Training component modules and exams
  • ControlSuite 1.4 Update What's New Overview   [30 Minutes]
  • ControlSuite 1.4 Update Security Framework   [50 Minutes]
  • ControlSuite 1.4 Update AutoStore Components   [25 Minutes]
  • ControlSuite 1.4 Modern Authentication with Azure   [26 Minutes]
  • ControlSuite 1.4 Update Skill Exam

Configuration and implementation of AutoStore production-level workflows and advanced document processing capabilities require greater knowledge of components, options, and setup. Upon completion of this learning path, you will be able to apply your knowledge and Kofax resources to build AutoStore workflows with advanced configuration of a variety of commonly used components and how Knowledge Packages are used to extend the capability and processing capacity of AutoStore.


Training component modules and exams
  • AutoStore 8.3 - Batch Scanning, Barcode, and OCR   [40 Minutes]
  • AutoStore 8.3 - Batch Scan Automatic Archiving   [35 Minutes]
  • AutoStore 8.3 - Convert Office Files and Route to SharePoint   [40 Minutes]
  • AutoStore 8.3 - Redaction of Personally Identifiable Information PII   [45 Minutes]
  • AutoStore 8.3 - Electronic Form Overlay and Data Export   [40 Minutes]
  • AutoStore 8.3 – Working with Knowledge Packages   [120 Minutes]
  • AutoStore 8.3 Advanced Deployment Skill Exam

Configuration and implementation of Equitac's billing and charging, document routing, workstation client function, and high availability require greater knowledge of features, components, options, and setup. Upon completion of this learning path, you will be able to apply your knowledge and Kofax resources to configure Equitrac billing and charging to implement a charging strategy, configure and implement routing rules to intercept jobs and automate print management, deploy the Equitrac Workstation Client and configure user interactions, describe the high availability deployment options for Equitrac components.


Training component modules and exams
  • Equitrac 6.3 - Billing Codes and Charging   [80 Minutes]
  • Equitrac 6.3 - Routing Rules   [55 Minutes]
  • Equitrac 6.3 - Workstation Client Deployment and Configuration   [40 Minutes]
  • Equitrac 6.3 - High Availability Print Submission and Print Release   [45 Minutes]
  • Equitrac 6.3 Advanced Deployment Skill Exam

Configuration and implementation of Output Manager's print management, security, and document processing capabilities require greater knowledge of charging, billing, profiles, and rules options and configuration. Upon completion of this learning path, you will be able to apply your knowledge and Kofax resources to implement print management, account billing, print rules, business rules, and advanced document processing.


Training component modules and exams
  • Output Manager 5.3 - Job Costing, Billing, & Allowances   [40 Minutes]
  • Output Manager 5.3 - MenTel Invoice printing - Setup and Demo   [220 Minutes]
  • Output Manager - Rules-Based Printing   [40 Minutes]
  • Output Manager 5.3 - Business Rules   [60 Minutes]
  • Output Manager 5.3 - Security Check - Setup and Demo   [80 Minutes]
  • Output Manager 5.3 - High Availability   [20 Minutes]
  • Output Manager 5.3 - Total Print Reporting - Setup and Demo   [125 Minutes]
  • Output Manager 5.3 - UPPD - Print and Archive - Setup and Demo   [125 Minutes]
  • Part 1 - Output Manager - Velotech Order Printing - Setup and Demo   [107 Minutes]
  • Part 2 - Output Manager - Velotech Order Printing - Setup and Demo   [120 Minutes]
  • Part 3 - Output Manager - Velotech Order Printing - Setup and Demo   [62 Minutes]
  • Output Manager 5.3 Advanced Deployment Skill Exam


Training component modules and exams
  • ControlSuite 1.3 Advanced Installer Certification Exam



 

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ControlSuite Installer Certification Training | EL-CTS-INSTALL-012 Perpetual FREE

Badges

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Certifications

Installer | ControlSuite 1.2 Capture & Equitrac Print Certification Exam
Installer | ControlSuite 1.2 Capture & OM Print Certification Exam
ControlSuite 1.3 Advanced Installer Certification Exam

Associated Courses / Exams