Course/Exam Description
Course Title: ControlSuite Technical Support Certification Training
Course ID: EL-CTS-TS-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 workflows, and troubleshoot ControlSuite and its component applications of AutoStore, Equitrac, and Output Manager. This course will also prepare you how to gather the appropriate logs and escalate issues to Kofax Support.
If your company is a Kofax-contracted business partner, and your job responsibilities require you to escalate issues directly to Kofax Support, this course is right for you.
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.
- Configure and implement capture, print management, document transformation, and output management workflows.
- Describe the integration capabilities of ControlSuite and its applications.
- Troubleshoot basic installation issues with ControlSuite applications.
- Escalate issues with the required documentation and logs to Kofax Support
Target Audience:
Technical personnel whose job responsibilities may include analyzing and resolving technical issues with ControlSuite, AutoStore, Equitrac, and Output Manager.
- Helpdesk
- Field Support Engineers
- Post-Sales Consultants
- Professional Services 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) Tech Support | ControlSuite AutoStore 8.2
- (Skill) Tech Support | ControlSuite Equitrac 6.2
- (Skill) Tech Support | ControlSuite Output Manager 5.2
- (Certification) Tech Support | ControlSuite 1.2 Capture & Equitrac Print
- (Certification) Tech Support | 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, configure, and troubleshoot ControlSuite with AutoStore by covering the capabilities, architecture, installation, initial setup, workflow configuration, common issues, and logs.
A ControlSuite AutoStore 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]
ControlSuite Troubleshooting [50 Minutes]
AutoStore Troubleshooting [45 Minutes]
Case Notes Creator [25 Minutes]
AutoStore 8.2 Tech Support Skill Exam
This learning path will prepare you to install, configure, and troubleshoot ControlSuite with Equitrac by covering the capabilities, architecture, installation, initial setup, workflow configuration, common issues, and logs.
A ControlSuite Equitrac 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]
ControlSuite Troubleshooting [50 Minutes]
Equitrac Troubleshooting [65 Minutes]
Case Notes Creator [25 Minutes]
Equitrac 6.2 Tech Support Skill Exam
This learning path will prepare you to install, configure, and troubleshoot ControlSuite with Output Manager by covering the capabilities, architecture, installation, initial setup, workflow configuration, common issues, and logs.
A ControlSuite Output Manager 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]
ControlSuite Troubleshooting [50 Minutes]
Output Manager Troubleshooting [35 Minutes]
Case Notes Creator [25 Minutes]
Output Manager 5.2 Tech Support 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). This learning path will also prepare you on how to gather the appropriate logs and escalate issues to Kofax Support.
Tech Support| ControlSuite 1.2 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:
- Tech Support | ControlSuite AutoStore 8.2 Certification learning path
- Tech Support | ControlSuite Equitrac 6.2 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 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]
ControlSuite Troubleshooting [50 Minutes]
AutoStore Troubleshooting [45 Minutes]
Equitrac Troubleshooting [65 Minutes]
Case Notes Creator [25 Minutes]
Tech Support | 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). This learning path will also prepare you on how to gather the appropriate logs and escalate issues to Kofax Support.
Tech Support| 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:
- Tech Support | ControlSuite AutoStore 8.2 Certification learning path
- Tech Support | 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]
ControlSuite Troubleshooting [50 Minutes]
AutoStore Troubleshooting [45 Minutes]
Output Manager Troubleshooting [35 Minutes]
Case Notes Creator [25 Minutes]
Tech Support | 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
Training component modules and exams
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 troubleshoot 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 troubleshoot problems with Equitrac billing and charging, routing rules, Equitrac Workstation Client and high availability deployment.
Training component modules and exams
Equitrac 6.3 - Billing Codes and Charging [80 Minutes]
Equitrac 6.3 - High Availability Print Submission and Print Release [45 Minutes]
Equitrac 6.3 - Routing Rules [55 Minutes]
Equitrac 6.3 - Workstation Client Deployment and Configuration [40 Minutes]
Equitrac 6.3 Advanced Deployment Skill Exam
Troubleshooting Output Manager's print management, security, and document processing capabilities requires 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 troubleshoot issues with 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 Tech Support Certification Exam
Enrollment Options
Name | Duration/Dates | Price | Link |
---|---|---|---|
ControlSuite Technical Support Certification Training | EL-CTS-TS-012 | Perpetual | FREE |