TotalAgility Administrator

This learning path delivers a comprehensive overview of TotalAgility's function, components, and operations.  

It is the recommended entry point for anyone new to TotalAgility and forms a prerequisite for study towards specific areas of accreditation such as TotalAgility Workflow and Capture Fundamentals, as well as the advanced learning paths.  

Topics covered in the Getting Started Learning path are: 

• TotalAgility features and essential capabilities 
• Software components and architecture 
• Navigating the TotalAgility designer and workspace 

The focus of this learning path is to provide training in the installation of Kofax TotalAgility 7, utilizing instruction and hands-on labs. The result will provide the technical skills necessary to install Kofax TotalAgility 7. Attendees can learn how to install TotalAgility On-Premise, On-Premise Multi-Tenancy, Integration Server, and Transformation Designer.

This learning path is intended for technical professionals/administrators who need to understand how to install Kofax TotalAgility. Learning is accomplished through e-Learning content, demonstration videos, and hands-on labs.

Topics Covered:

Upon completion of this learning path, you will become proficient in the following areas:

• TotalAgility installation options
• TotalAgility licensing
• TotalAgility On-Premise Overview
• TotalAgility Cloud overview
• TotalAgility On-Premise Multi-Tenancy Overview
• TotalAgility Integration Server Overview
• TotalAgility Transformation Designer Overview
• Installing TotalAgility 7.10 On-Premise
• Installing TotalAgility 7.10 On-Premise Multi-Tenancy
• Installing TotalAgility 7.10 Integration Server
• Installing TotalAgility 7.10 Transformation Designer

Skills Badge

There is no skill badge for this learning path.

Audience: This learning path is intended for technical professionals/administrators responsible for the installation of Kofax TotalAgility.

Prerequisites: To maximize the learning experience, it would be beneficial if you have the following:

• Basic working knowledge of:
  • Windows Server Operating Systems
  • SQL Server/SQL Server Express
  • SQL Server Management Studio
  • Microsoft Internet Information Services (IIS) Manager
  • Windows/SQL Permissions

This training component provides TotalAgility Administrators with the skills to administer and troubleshoot TotalAgility. 

Topics covered in this training component are: 

• Introduction to Administration 
• Access the Designer and Import a package 
• Manage Resources, User Accounts, and Multifactor Authentication 
• Create a Job/Case 
• Use the Repository Browser 
• Access the TotalAgility Workspace  
• Perform Job Actions 
• Perform Activity Actions 
• Troubleshoot Jobs 
• Troubleshoot Services 
• Housekeeping 
• Access Permissions 
• Troubleshoot Triggers and Exceptions 
• Troubleshoot Business Rules and Update Business Data 
• Database Troubleshooting and Performance Monitoring 
• System Queries 
• Management Console (On-Premise) 
• Identify Serial Number, License Information, and Product Version 
• Kofax Technical Support Requests 

Module Objectives:  

• Locate and run the various products that make up Kofax TotalAgility 
• Understand the services, databases, and app pool that are part of Kofax TotalAgility 
• Access the Designer and Import a package 
• Understand different process types e.g. business process, case definition 
• Manage Resources, User Accounts, and Multifactor Authentication 
• Create a Job/Case 
• Use the Repository Browser 
• Access the TotalAgility Workspace  
• Find Jobs 
• Administer jobs using the TotalAgility Workspace 
• Perform job actions e.g. Suspend, Activate, Terminate, On Hold 
• View a running job 
• Restart a job 
• Add a note to a job 
• Upgrade jobs 
• Troubleshoot jobs and activities 
• Troubleshoot suspended jobs  
• Reassign an activity 
• Reset taken activities to pending 
• Error logging 
• Troubleshoot services 
• Perform general housekeeping 
• View logged-on users 
• Logoff users 
• Remove finished jobs 
• View the audit log 
• Remove audit log entries 
• Add Job schedules 
• Configure a Retention policy 
• Configure access permissions 
• Troubleshoot triggers and exceptions 
• Troubleshoot business rules and update business data 
• Perform database troubleshooting and performance monitoring 
• Run system queries 
• Use the management console 
• Identify serial number, license information, and product version 
• Raise Kofax support requests  

Prerequisites:  

To maximize the learning experience, it would be beneficial but not essential if the student had the following:  

• Completion of Capture/Workflow Fundamentals training 
• Basic working knowledge of 
  • Microsoft SQL Server databases and Microsoft SQL Server Management Studio 
  • Microsoft Internet Information Services (IIS) Manager 
  • Client/Server Architecture 

• Microsoft Tools 
  • Service Management (locate services, start/stop services) 
  • Windows Event Viewer (event logs) 
  • Microsoft SQL Profiler (traces) 
  • Microsoft Performance Monitoring (Windows performance counters) 

Skills Badge 

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Administrator Skills Badge, validating your abilities and achievements in administration and troubleshooting. A score of 80% or higher is required to pass the exam.  

Product Version(s): 

7.10 

This training component provides TotalAgility Administrators with the skills to become proficient in tenant administration including creating, configuring, and managing tenants using TotalAgility On-Premise Multi-Tenancy. 

Topics covered in this training component are: 

• Introduction to Tenant Administration 
• Access the Tenant Management System 
• Create SQL Users and Add Tenant Database Server 
• Create a Tenant 
• Access the Tenant Designer and Workspace
• Configure Tenant Resources and Access Permissions 
• Configure Tenant System Settings 
• Create, Access, and Reconfigure a Different Tenant 
• Upgrade and Manage Tenants 
• Tenant Management 
• Manage Message Connector Pools 
• Manage Tenant Management System Users 

Module Objectives:  

• Access the Tenant Management System 
• Create a Tenant Database Server 
• Create Tenants 
• Add/Manage TotalAgility Resources and Access permissions 
• Configure Tenant System Settings 
• Upgrade and Manage Tenants 
• Access Different Tenants 
• Create a Shared Message Connector Pool 
• Manage Tenant Management System Users 

Prerequisites:  

To maximize the learning experience, it would be beneficial but not essential if the student had the following: 

• Completion of Capture/Workflow Fundamentals training 
• Basic working knowledge of 
  • Microsoft SQL Server databases and Microsoft SQL Server Management Studio 
  • Microsoft Internet Information Services (IIS) Manager 

Skills Badge 

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Tenant Administrator Skills Badge, validating your abilities and achievements in tenant administration. A score of 80% or higher is required to pass the exam. 

Product Version(s): 

7.10 

This learning path will cover the new features and enhancements offered by TotalAgility 7.11. You will learn about the function, benefits, and high-level implementation steps of key new features and enhancements.

Topics covered:

• General Enhancements                                                              
• Work Queue Automation                                                          
• Advanced Table Extraction                                                        
• Solution Rollback                                                                          
• Secure Secret Storage                                                                 
• Quick RPA                                                                                        
• Advanced Bar code and Patch Code                           
• Quick Workflow and Loop Activity
• Transformation Enhancements                                   
• Document Conversion Enhancements

By the end of this course, you will be able to:

• List the new General Enhancements
• Describe high-level steps for implementation of the key new features
• Explain the function, benefit, user impact, and implementation of the new features and enhancements.

Passing the Skill Exam with a score of 80% or greater will earn a skill badge for TotalAgility 7.11 Update Training

Discover the exciting new features and enhancements this latest version of TotalAgility offers. This course is ideal for those seeking a high-level understanding of TotalAgility 8.0's new capabilities.

Module objectives:

Upon completion of this module, you will be able to describe the function and benefit of features in the following categories:

• Generative AI and Copilot
• Developer collaboration and citizen developer governance
• Transformation & the Document Library
• Solution Management
• Integration & the Import Connector
• General Enhancements

Module Prerequisites:

• This training is for those with general knowledge about TotalAgility's function and purpose.

TotalAgility 8.1 introduces exciting new capabilities, features, and enhancements in areas such as Generative AI, Copilot functionalities, cloud operations, and more.

In this training, you will learn about the latest features, the benefits, and implementation.

Goal: Upon completing the course, you will be aware of all TotalAgility 8.1 updates and be able to articulate the function and benefits of the admin related new featuress.

Estimated Completion Time: 1 hour

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

• List the features and general enhancements introduced with TotalAgility 8.1
• Explain the function and benefits of the new features in the following areas along with implementation if required
  • Generative AI
  • Azure Blob Storage
  • Azure Document Intelligence integration
  • Cloud Management Console
  • General Enhancements and Rebranding
  • Import Connectors and Document Conversion

Learning Prerequisites: Previous professional developer-level training and experience with TotalAgility administration and system management.

Target Audience: Technical personnel responsible for TotalAgility administration.

Skill Badge: An exam is offered to validate your knowledge and receive a skill badge for TotalAgility 8.1 Update for Professional Developers. A score of 80% or greater is required to pass the exam.

This learning path will provide product training for TotalAgility to develop administration and operation skills needed to administer and troubleshoot Kofax TotalAgility.

Methodology:  Illustrated lecture and discussion, demonstrations, and hands-on lab exercises.

Audience:  This course is intended for technical professionals who need to understand how to administer and support TotalAgility. Learning is accomplished through presentations, demonstrations, and hands-on labs.

Prerequisites: To maximize the learning experience, it is strongly recommended for the student to have the following:

• Awareness of programming concepts (you do not have to write code on this course)
• Understanding of Capture/BPM Concepts
• Basic working knowledge of: (KTA Cloud subscribers do not need this pre-requisite)
  • SQL databases
  • Microsoft Internet Information Services (IIS) Manager

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

• Locate and run the various products that makeup Kofax TotalAgility
• Understand the services, databases, and app pool that are part of Kofax TotalAgility
• Import a package
• Understand different process types e.g. business process, case definition
• Manage Resources, User Accounts, and Multi-factor Authentication
• Create a job/case and use the Repository Browser
• Find Jobs
• Administer jobs using the TotalAgility Workspace
• Administer activities using the TotalAgility Workspace
• Troubleshoot jobs and activities
• Understand error logging
• Perform general housekeeping
• Configure access permissions and Workspace menu security
• Troubleshoot triggers, exceptions, and business rules
• Perform database troubleshooting, performance monitoring, and system queries
• Identify serial number, license information, and product version
• Raise Kofax support requests

Kofax TotalAgility version Compatibility
You can take the KTA Administration on-demand course on either TotalAgility 7.7 or 7.8 as the functionality covered in the course, is identical on both versions.
Note that the exam certificate will say 7.7.

The focus of this course is to provide product training for Kofax TotalAgility 7 On-Premise Multi-Tenancy (OPMT), utilizing instruction and hands-on labs to develop administration and operation skills for the software. The result will provide the technical skills necessary to become proficient in installing and configuring tenants using Kofax TotalAgility 7 OPMT. Attendees will be able to understand the architecture, Install components and how to configure and manage tenants. This course is intended for technical professionals who need to understand how to install, configure, design, implement, and support the operation of On-Premise Multi-Tenancy solutions using Kofax TotalAgility. Learning is accomplished through presentations, demonstrations, and hands-on labs. This course is designed to provide a comprehensive technical overview of the Kofax TotalAgility OPMT product, its functionality, configuration, and integration. Students will also become familiar with the functionality differences of OPMT and standard installs of TotalAgility, resulting in the use of the Integration Server. Students will learn how to install and configure the integration Server and its purpose in the OPMT environment.