TotalAgility 8.1 Capture, Advanced Capture, and Technical Update training are available now. Log into the course to see the new Capture & Advanced Capture Certification training sections, and the TotalAgility 8.1 Technical Update training in Product Update Training section.
Attention all previously certified users!
If you hold a current TotalAgility 7.8 or 7.10 Professional Developer certification, you can now update your certification to version 8.1. To do so, simply pass the 8.0 and 8.1 update skill exams. This is a great opportunity to stay current with the latest features and advancements in our product.
Start the update skill exams today!
Course Title: TotalAgility Professional Developer Course ID and Course P/N: KTA-TRN-RPDEVV-000 Duration: The course duration tag includes video and reading time for all course components. Expect to spend 120 hours to complete the content, labs, and exams to earn badges through certification. Skill Level: Advanced Description: Completing this multiple component comprehensive training will prepare you with the knowledge and skills needed to:
Gain a deep understanding of the features used regularly in capture and case management
Install/access a TotalAgility system
Perform initial configuration
Design, configure, and operate basic and advanced capture solutions
Design, configure, and operate basic and advanced process/case workflows
Objectives: Upon completion of this course, the learner will:
Have a deep understanding of TotalAgility across both capture and workflow components
TotalAgility Capture Fundamentals component:
The starting point for new users for Capture based processing. This is a broad area covering an introduction to TotalAgility designer, attendees will be able to build a capture enabled process incorporating separation, classification, extraction and validation capabilities. You will become familiar with process design features and front-end solution building. Users will examine different Import options.
TotalAgility Workflow Fundamentals component:
The starting point for new users for bpm/case management processing. This is a broad area covering an introduction to TotalAgility designer, attendees will be able to build a bpm/case management solution covering basic process flow, email notification, SLA's, business rules, branching rules, form building and basic form customization.
TotalAgility Capture Advanced component:
This area is focused on capture related features within TotalAgility. Users will gain a deep understanding of the features used regularly in capture-based solutions. Areas of focus include:
Separation profiles and Folders, working with multiple Extraction Groups and Classification Groups, Classification Benchmarking, Configuring Formatters, Configuring Validation and building a process to handle the contents of a single folder
You will then focus on the Transformation Designer features and examine a range of different locators, all targeted at locating specific data on your documents. It is important to know how your system is performing so you will also learn how to create Golden files and how to improve automated extraction results using Extraction Benchmarking. For runtime users, you will customize the Validation activity and Document form to add various Search options.
As the capture process concludes, you may wish to pass data to a downstream line of business process or learn how to validate a folder to ensure all relevant documents are present within the process
In terms of table data, you will examine Manual table Extraction and configure Automated Table Extraction
Lastly you will use Content and Instruction based classification to classify documents, configure Trainable Document Separation and use Natural Language Processing (NLP) features including Sentiment Analysis and Named Entity Extraction for document processing
TotalAgility Workflow Advanced component:
This area is focused on workflow related features within TotalAgility. Users will gain a deep understanding of the features used regularly in case management solutions. Areas of focus include:
The difference between a standard process approach and case management approach, and when to use each.
Understand process design tools including designing an advanced case-based process with mandatory and optional fragments, building re-usable processes with advanced workflow rules, leverage dynamic due dates, resources, and roles, handle exceptions and SLA breaches, work with states, events and preconditions, branching rules, and business rules
Use more advanced features e.g., scripting, expressions, web services, and .NET activities
Design process templates and skins, dynamic BPM, build and customize a case-based forms site
Create form templates, dynamic dropdowns, and create lookups, configure form validation, configure calculation and business rules, create display rules, and configure localization
Lastly you will examine team collaboration and deployment
Methodology: Illustrated lecture , demonstrations and hands-on lab exercises. Knowledge retention and ability to understand product documentation will be measured by a 50 question certification examination at the end of each course in this bundle.
Course Access: 365 days from enrollment date
Training Components
Click on the course topics below to learn more.
Publish Date: 2024-11-15
Module Duration: 60 minutes
Module Overview: This training is the first step in your TotalAgility learning journey as a developer. You will learn about intelligent workflow automation and the main features of TotalAgility. We will cover how to develop workflows, navigate the system, and use Gen AI tools, including Copilot, which helps with extraction, development, and gaining insights.
Your Learning Objectives: By the end of the course, you will be able to:
Explain the function, core capabilities, and benefits of TotalAgility intelligent workflow automation.
Describe TotalAgility's Gen AI capabilities of Copilot for Extraction, Copilot for Development, and Copilot for Insights.
List the full suite of Tungsten solutions that seamlessly integrate with TotalAgility.
Define process types and the primary components of a TotalAgility workflow.
Target Audience: Professional developers who are tasked with designing, developing, or maintaining automated business processes.
Training component modules and exams
TotalAgility Uncovered: A Comprehensive Overview for Professional Developers [60 Minutes]
Learning Path Description
This learning path focuses on providing product training for Tungsten Automation TotalAgility 8.1, utilizing instruction and hands-on labs to develop software operation skills. The result will provide the technical skills necessary to become certified in TotalAgility 8.1. Attendees can build a capture-enabled process incorporating separation, classification, extraction, and validation capabilities.
This learning path is intended for technical professionals who need to understand how to configure, design, implement, and support the operation of capture-enabled business process management solutions using TotalAgility. Learning is accomplished through e-learning content, demonstration videos, and hands-on labs.
This learning path is designed to provide a comprehensive technical overview of the TotalAgility product, including its functionality, configuration, and integration. During this training, the attendee will become familiar with capture process design features and front-end solution building.
Topics Covered:
Upon completion of this learning path, you will become proficient in the following areas:
The components that make up TotalAgility
Using the TotalAgility Designer
The design of a capture-enabled process that will provide the ability to perform separation, classification, extraction, and validation
Configuration of SLAs, resources, formatters, validators, folders, and profiles
Configuration of classification and extraction in the Transformation Designer
Building a user interface for the process
Debugging processes and forms
Testing a solution at runtime
Extending the process for straight-through processing, quality control, and transactional-based processing
Extending forms by customizing capture forms
Configuration and use of Import features such as mailbox and file
Documenting a process, exporting the process image, and exporting the solution
Self-learning topics include Generative AI and exporting data using the text export connector
Skills Badge
Upon completing this learning path (and exam), you will be awarded a TotalAgility Capture Fundamentals Skills Badge, validating your abilities and achievements in cognitive capture process design. A score of 80% or higher is required to pass the exam.
Audience: This learning path is intended for technical professionals responsible for configuring, supporting, and maintaining a TotalAgility solution.
Prerequisites: To maximize the learning experience, it would be beneficial if you have the following:
Awareness of programming concepts (you do not have to write code in this training component)
Understanding of Capture Concepts
Basic working knowledge of:
SQL databases
Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Introduction to the Transformation Designer [60 Minutes]
Export Extracted Data [25 Minutes]
Compare Processes and Document Process Design [20 Minutes]
Introduction to the Designer [35 Minutes]
Import Sources [40 Minutes]
Customize Capture Forms [40 Minutes]
State Management [15 Minutes]
Test a Solution at Runtime [60 Minutes]
Create a User Interface [80 Minutes]
Introduction to TotalAgility Capture Fundamentals [30 Minutes]
Course Prerequisites [20 Minutes]
Classification [15 Minutes]
Introduction to the TotalAgility Workspace [20 Minutes]
Manage Activities and Jobs [55 Minutes]
Straight Through Processing [15 Minutes]
Export a Solution [45 Minutes]
Create a Capture Process [45 Minutes]
Quality Control [20 Minutes]
Classification Online Learning [15 Minutes]
SLAs [30 Minutes]
Style a User Interface [30 Minutes]
Extraction - Advanced Zone and Barcode Locators [40 Minutes]
Transactional-Based Processing [30 Minutes]
Resources and Capture Operations [25 Minutes]
Debug a Form [20 Minutes]
Extraction - Trainable Group Locator [30 Minutes]
Extraction and Classification Groups [20 Minutes]
Field Formatters and Validators [25 Minutes]
Folders and Profiles [30 Minutes]
Configure a Capture Process [40 Minutes]
Debug a Process [30 Minutes]
TotalAgility 8.1 | Extend Form Design Skill Exam
TotalAgility 8.1 | Test a Solution Skill Exam
TotalAgility 8.1 | User Interface Design Skill Exam
TotalAgility 8.1 | Capture Process Design Skill Exam
TotalAgility 8.1 | Capture Process Design Skill Exam
Learning Path Description
This learning path focuses on providing product training for Tungsten Automation TotalAgility 8.1, utilizing instruction and hands-on labs to develop software operation skills. The result will provide the technical skills necessary to become certified in TotalAgility 8.1. Attendees can build a capture-enabled process incorporating separation, classification, extraction, and validation capabilities.
This learning path is intended for technical professionals who need to understand how to configure, design, implement, and support capture-enabled business process management solutions from a workflow perspective using TotalAgility. Learning is accomplished through e-learning content, demonstration videos, and hands-on labs.
This learning path is designed to provide a comprehensive technical overview of the TotalAgility product, including its functionality, configuration, and integration. During this training, attendees will become familiar with advanced capture process design features and front-end solution building.
Please note that you will not use the Transformation Designer in this learning path. A complete learning path is available for Transformation features.
Topics Covered:
Upon completion of this learning path, you will become proficient in the following areas:
Importing a package as completed via the Capture Fundamentals learning path
Folder validation, field formatting using business rules, field validation using regular expressions, multi-field validation, and post validation
Implementing Partial Completion
Processing sub-folders and passing various types of data to downstream processes
The Mark Finished flag, its use in Retention policies, and the Mark Complete flag
Importing and running the Capture Starter Pack solution
Testing a solution at runtime
Configuring Online Learning at the server level, and testing Online Learning at runtime from an Extraction and Trainable Document Separation perspective
Extending capture forms by implementing Alternative and Fuzzy search
Extending forms by implementing dynamic dropdowns and form actions
Implementing multi-step Validation and Temporary Masking
Enabling and configuring Document Lifecycle Management features, including the ability to handle missing/trailing documents
Self-learning topics include Third Party Data extraction
Certification Badge
Upon completing this learning path (and exam), you will be awarded a TotalAgility Capture Advanced Certification badge, validating your abilities and achievements in cognitive capture process design. A score of 80% or higher is required to pass the exam.
Audience: This learning path is intended for technical professionals who want to go beyond the fundamentals in configuring, supporting, and maintaining a TotalAgility solution.
Prerequisites:
Capture Fundamentals Certification badge
To maximize the learning experience, it would be beneficial if you have the following:
Awareness of programming concepts (you do not have to write code in this training component)
Understanding of Capture Concepts
Basic working knowledge of:
SQL databases
Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
01 - Separation Profiles and Folders [20 Minutes]
01 - Folder Validation [25 Minutes]
01 - Partial Completion [20 Minutes]
01 - Online Learning [40 Minutes]
01-Document Lifecycle Management [40 Minutes]
01-Third Party Data Extraction [45 Minutes]
Introduction to TotalAgility Capture Advanced [20 Minutes]
01-Fuzzy Search and Alternative Search [30 Minutes]
02 - Barcode and Patch Code Handling [40 Minutes]
02 - Field Formatting [25 Minutes]
02 - Processing Folders [25 Minutes]
02-Manage Missing Documents [30 Minutes]
Course Prerequisites [20 Minutes]
03 - Data Models [10 Minutes]
03 - Field Validators [25 Minutes]
03 - Passing Data between Processes [30 Minutes]
02-Form Actions, Radio Buttons, and Dynamic Dropdowns [40 Minutes]
03-Reuse Processes [20 Minutes]
Access TotalAgility Designer and Import a Package [15 Minutes]
04 - Post Validation [30 Minutes]
04 - Mark Finished, Retention Policy, and Mark Complete [20 Minutes]
03-Multi-Step Validation and Temporary Masking [40 Minutes]
05 - Multi-Field Validation [30 Minutes]
05 - Capture Starter Pack, Rejections, and Quality Control [50 Minutes]
TotalAgility 8.1 Workflow Fundamentals - Extended Form Design Skill Exam
TotalAgility 8.1 Workflow Fundamentals - Extended Process Design Skill Exam
TotalAgility 8.1 Workflow Fundamentals - User Interface Design Skill Exam
TotalAgility 8.1 Workflow Fundamentals - Case Process Design Skill Exam
TotalAgility 8.0 offers new capabilities, features, and enhancements that boost solution development, expand quick app design with no-code features, and introduce generative AI for both design and runtime.
In this training, you will learn about the latest features and opportunities offered by TotalAgility 8. By understanding the benefits and implementation of these features, you'll be better equipped to leverage the full potential of TotalAgility 8.
Goal: After completing the course, you will be able to explain the function and benefits of the new feature and understand the implementation process.
Estimated Completion Time:
Overview Modules 2 hours
Deep Dive Modules 6.25 hours
The training consists of overview and deep-dive modules organized by areas of interest, giving you the flexibility to complete the areas in your preferred order.
Overview modules that introduce what’s new, describe the function and help you to comprehend the benefits.
Deep dive modules that cover technical detail and hands-on lab activities where needed to prepare you for implementation and utilization of the new features.
Objectives: Upon completion of the training, you will be able to:
Explain the function, and benefit, and describe the implementation of:
Generative AI and Copilot for solution development and at runtime
Features that facilitate collaboration between developers
Citizen developer governance for access control and developer enablement
Transformation features and enhancements
Document Library Service
Solution management features
Import connector enhancements
Integration opportunities
Describe general enhancements in the areas of process design, workspace options, and system settings
Learning Prerequisites: Previous professional developer-level training and experience with TotalAgility solution development and system management.
Target Audience: Technical personnel responsible for TotalAgility deployment, configuration, solution development, or system management.
Skill Badge: An exam is offered to validate your knowledge and receive a skill badge for TotalAgility 8.0 Update for Pro-Developer. A score of 80% or greater is required to pass the exam.
TotalAgility 8.0 Update Professional Developer Skill Exam
This TotalAgility 8.0.1 Technical Update training will explore the exciting new features, Copilot for Extraction and Text support/Narration, introduced with TotalAgility 8.0.1.
Module Objectives:
Upon completion of this module, you will be able to:
Describe the function, value, and configuration of Copilot for Extraction
Add a Copilot Auto Extract field within Quick Capture
Create a Transformation Auto Extract Locator
Describe the function and benefits of using text support, also known as narration, over sending images to the AI provider
Configure AI Provider settings for Text support
Module Prerequisites:
Previous training and experience with TotalAgility Quick Capture, Designer, and Transformation.
Training component modules and exams
TotalAgility 8.0.1 Technical Update [30 Minutes]
TotalAgility 8.0.1 Technical Update Skill Exam
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 explore the latest features and opportunities provided by TotalAgility 8.1. By understanding the benefits and implementation of these enhancements, you'll be better prepared to harness TotalAgility's full potential.
Goal: Upon completing the course, you will be able to articulate the function and benefits of the new feature, as well as comprehend the implementation process.
Estimated Completion Time: 2 hours
Objectives: Upon completion of the training, you will be able to:
List and define 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
Capture and Transformation features
Import Connectors and Document Conversion
Learning Prerequisites: Previous professional developer-level training and experience with TotalAgility solution development and system management.
Target Audience: Technical personnel responsible for TotalAgility deployment, configuration, solution development, or system management.
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.
Training component modules and exams
TA 8.1 Update What's New Overview [20 Minutes]
TA 8.1 Update GenAI Innovation [25 Minutes]
TA 8.1 Update Capture Features [25 Minutes]
TA 8.1 Update Enhanced Ecosystem Support [20 Minutes]
TA 8.1 Update Cloud Operational Management [15 Minutes]
TotalAgility 8.1 Update Professional Developer Skill Exam
Legacy Training Components
The following components cover previous product versions and are included in the course.
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
Training component modules and exams
Introduction to Your Getting Started with TotalAgility Course [08 Minutes]
What is Kofax TotalAgility? [19 Minutes]
Architecture and components [21 Minutes]
Navigating TotalAgility [18 Minutes]
TotalAgility 7.10 Getting Started Exam
The focus of this learning path is to provide training in the installation of Tungsten TotalAgility 7, utilizing instruction and hands-on labs. The result will provide the technical skills necessary to install Tungsten 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 Tungsten 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:
The focus of this learning path is to provide product training for Kofax TotalAgility 7, utilizing instruction and hands-on labs to develop operation skills for the software. The result will provide the technical skills necessary to become certified in Kofax TotalAgility 7. Attendees will be able to build a capture-enabled process incorporating separation, classification, extraction, and validation capabilities.
This learning path is intended for technical professionals who need to understand how to configure, design, implement, and support the operation of capture-enabled business process management solutions using Kofax TotalAgility. Learning is accomplished through e-Learning content, demonstration videos, and hands-on labs.
This learning path is designed to provide a comprehensive technical overview of the Kofax TotalAgility product, its functionality, configuration, and integration. During this training, the attendee will become familiar with capture process design features, and front-end solution building.
Topics Covered:
Upon completion of this learning path, you will become proficient in the following areas:
The components that make up TotalAgility and the Intelligent Automation Platform
Using Kofax TotalAgility Designer
The design of a capture-enabled process that will provide the ability to perform separation and classification, extraction, and validation
Building a web-based forms solution for the process
Configure classification and extraction in the Transformation Designer
How the Quick Capture solution was implemented
Bypass document review and validation, and re-scan
Loop documents in a folder
Configuration and use of Import features such as email and watched folders
Documenting a process and exporting process image, and exporting the solution as a package
Self-learning topics include exporting data using the text export connector, configuring mobile, MFP, and scanners as Capture Input Sources, and debugging
Skills Badge
Upon successful completion of this learning path (and exam), you will be awarded a TotalAgility Capture Fundamentals Skills Badge, validating your abilities and achievements in cognitive capture process building. A score of 80% or higher is required to pass the exam.
Audience: This learning path is intended for technical professionals responsible for the configuration, support, and maintenance of a Kofax TotalAgility solution.
Prerequisites: To maximize the learning experience, it would be beneficial if you have the following:
Awareness of programming concepts (you do not have to write code in this training component)
Understanding of Capture Concepts
Basic working knowledge of:
SQL databases
Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Introduction to the TotalAgility Capture Fundamentals Course [14 Minutes]
Introducing Capture Processes [18 Minutes]
Resources and Capture Operations Permissions [17 Minutes]
Extraction Groups and Classification Groups [25 Minutes]
Field Formatters and Field Validation [16 Minutes]
Folders, Separation Profile, and Scan VRS Profile [31 Minutes]
Process Properties, Capture Activities, and Variables [47 Minutes]
Sites, Forms, and Navigation [14 Minutes]
Access a Site and TotalAgility Workspace [14 Minutes]
Introduction to the Transformation Designer [32 Minutes]
Classification [43 Minutes]
Extraction - Advanced Zone and Barcode Locator [51 Minutes]
Configure Email and Watched Folders as Capture Input Sources [34 Minutes]
Document Process Design and Export Process Image [14 Minutes]
Export a Solution as a Package [9 Minutes]
TotalAgility 7.10 Capture Fundamentals Skill Exam
Learning Path Description
The focus of this learning path is to provide product training for Kofax TotalAgility 7, utilizing instruction and hands-on labs to develop operation skills for the software. The result will provide the technical skills necessary to become certified in Kofax TotalAgility 7. Attendees will be able to build a case process incorporating resources, variables, fragments, branching rules, and business rules.
This course is intended for technical professionals who need to understand how to configure, design, implement, and support the operation of case management/business process solutions using Kofax TotalAgility. Learning is accomplished through e-Learning content, demonstration videos, and hands-on labs.
This learning path is designed to provide a comprehensive technical overview of the Kofax TotalAgility product, its functionality, configuration, and integration. During this training, the attendee will become familiar with process design features, and front-end solution building.
Topics Covered:
Upon completion of this learning path, you will become proficient in the following areas:
The components that make up TotalAgility and the Intelligent Automation Platform
Using Kofax TotalAgility Designer
The design of a case definition process, case fragment, sub-process, and embedding a process
Resources and variables
Retrieval of data from an external database
Building processes that use branching rules and business rules
Building a web-based forms solution for the process
Sending emails and generating Microsoft Word documents
The setting of SLA’s and using triggers
Configuring states
Creation of process templates and skins
Customization of forms
Documenting a process and exporting a solution in a package
Skills Badge
Upon successful completion of this learning path (and exam), you will be awarded a TotalAgility Workflow Fundamentals Skills Badge, validating your abilities and achievements in workflow process building. A score of 80% or higher is required to pass the exam.
Audience: This learning path is intended for technical professionals responsible for the configuration, support, and maintenance of a Kofax TotalAgility solution.
Prerequisites: To maximize the learning experience, it would be beneficial if you have the following:
Awareness of programming concepts (you do not have to write code in this training components
Basic working knowledge of: • SQL databases • Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Introduction to the TotalAgility Workflow Fundamentals Course [14 Minutes]
Introducing Case Processes [30 Minutes]
Resources
Variables [35 Minutes]
Case Fragments [22 Minutes]
Embedded Processes [10 Minutes]
Sub-Processes [12 Minutes]
Sites, Forms and Navigation [16 Minutes]
Access a Site and TotalAgility Workspace [14 Minutes]
Data Access Activity [15 Minutes]
Business Rules and Business Data [35 Minutes]
Branching Rules [13 Minutes]
Email Notification and Document Creation [30 Minutes]
The Store [5 Minutes]
SLAs and Triggers [27 Minutes]
State Management [17 Minutes]
Process Templates and Skins [36 Minutes]
Customize Forms [37 Minutes]
Customize Header Form [15 Minutes]
Document Process Design and Export Process Image [6 Minutes]
The focus of this training is to provide you with the knowledge and skills necessary for configuring and utilizing the advanced capture features of TotalAgility.
Building upon the capabilities gained during your TotalAgility Fundamentals training, you will become proficientwith cognitive capture design and front-end solution building.
Upon completion, you will be able to build business and case workflows incorporating advanced features such as Classification and Benchmarking, Database Locators, Alternative and Fuzzy Searches, Trainable Document Separation, and Natural Language Processing.
Topics Covered:
Upon completion of this learning path, you will become proficient in the following areas:
Accessing the Designer and Importing a Package
Separation Profile and Folders
Classification and Benchmarking
Folder Validation and Advanced Field Validation
Single Application Handler Process
Pass Extracted Data to Downstream Processes
Format Locators
Trainable Group Locators and Online Learning
Knowledge Bases and Project Maintenance
Database Locators, Alternative and Fuzzy Search
Improving Project Extraction
Evaluators
Document Lifecycle Management
Managing Missing Documents
Reusing Processes
Manual Table Extraction
Automated Table Extraction
Script Locators
Content, Instruction, and Paragraph Classification
Trainable Document Separation and Online Learning
Natural Language Processing
Skills Badge and Certification
Upon successful completion of this learning path (and exam), you will be awarded aTotalAgility Capture Advanced Skills Badge, validating your abilities and achievements in cognitive capture process building.
This will also contribute toward your gaining Advanced Professional Developer Certification in capture process creation and maintenance (Conditional on previous completion of the Fundamental learning paths).
Audience:This course is intended for technical professionals responsible for the configuration, support, and maintenance of a Kofax TotalAgility solution.
Prerequisites: To maximize the learning experience, it would be beneficial if you have the following:
Completed the TotalAgility Capture Fundamentals training component and skill exam • Awareness of programming concepts (you do not have to write code in this training component) • Understanding of Capture Concepts • Basic working knowledge of: • SQL databases • Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Introduction to the TotalAgility Capture Advanced Course [14 Minutes]
Access the Designer and Import a Package [13 Minutes]
Separation Profile and Folders [22 Minutes]
Classification and Benchmarking [35 Minutes]
Folder Validation and Advanced Field Validation [39 Minutes]
Single Application Handler Process [24 Minutes]
Pass Extracted Data to Downstream Processes [40 Minutes]
Format Locators [22 Minutes]
Trainable Group Locators and Online Learning [48 Minutes]
Knowledge Bases and Project Maintenance [52 Minutes]
Database Locators, Alternative and Fuzzy Search [50 Minutes]
Improving Extraction [46 Minutes]
Evaluators [42 Minutes]
Document Lifecycle Management [43 Minutes]
Managing Missing Documents [23 Minutes]
Reusing Processes [38 Minutes]
Manual Table Extraction [42 Minutes]
Automatic Table Extraction [59 Minutes]
Script Locators [38 Minutes]
Content, Instruction, and Paragraph Classification [49 Minutes]
The focus of this training is to provide you with the knowledge and skills necessary for configuring and utilizing the advanced features and attributes of TotalAgility.
Building upon the capabilities gained during your TotalAgility Fundamentals training, you will become proficient with process orchestration design features and front-end solution building.
Upon completion, you will be able to build business and case workflows incorporating advanced features such as Business Rules and Business Data, Dynamic Due Dates, Dynamic Resources, Scripts, Web Services, and advanced Form Design.
Topics Covered:
Upon completion of this learning path, you will become proficient in the following areas:
Accessing the Designer and Importing a Package
Cases and Case Fragments
Business Rules and Business Data
Dynamic Due Dates and Milestones
Exceptions
Advanced Workflow Rules
Dynamic Resource Allocation and Roles
Process Events and Preconditions
Scripts, .Net, Expressions, and Web Service Activities
Custom Services
Form Templates and Form Controls
Form Field Validation
Customize Forms
Calculation Rule, Business Rule, and Display Rule Actions
Popup Forms and Begin/End Conditions
Work Types, Work Queue Queries, and Job Queries
Charts and Tiles
Export a Solution as a Package
Skills Badge and Certification
Upon successful completion of this learning path (and exam), you will be awarded aTotalAgility Workflow Advanced Skills Badge, validating your abilities and achievements.
This will also contribute toward you gaining Advanced Professional Developer certification in workflow creation and maintenance (If you have already completed the Fundamental learning paths).
Audience:This course is intended for technical professionals who need to understand how to install, configure, design, implement, and support the operation of business process/case management solutions using Kofax TotalAgility. Learning is accomplished through presentations, demonstrations, and hands-on practice labs.
Prerequisites: To maximize the learning experience, it would be beneficial if you have the following:
Awareness of programming concepts (you do not have to write code in this course)
Basic working knowledge of the topics below if you are required to perform an installation
SQL databases
Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Introduction to the TotalAgility Workflow Advanced Course [38 Minutes]
Access the Designer and Import a Package [19 Minutes]
Cases and Case Fragments [32 Minutes]
Business Rules and Business Data [33 Minutes]
Dynamic Due Dates and Milestones [23 Minutes]
Exceptions [25 Minutes]
Advanced Workflow Rules [17 Minutes]
Dynamic Resources and Roles [51 Minutes]
Process Events and Preconditions [16 Minutes]
Scripts, .Net, Expressions, and Web Service Activities [53 Minutes]
Custom Services [17 Minutes]
Form Templates and Form Controls [40 Minutes]
Validation [29 Minutes]
Customize Forms [21 Minutes]
Calculation Rule, Business Rule, and Display Rule Actions [28 Minutes]
Popup Forms and Begin/End Conditions [22 Minutes]
Work Queues and Job Queries [38 Minutes]
Charts and Tiles [20 Minutes]
Export a Solution in a Package [22 Minutes]
TotalAgility 7.10 Workflow Advanced Skill Exam
This learning path will introduce the new features and enhancements offered by TotalAgility 7.11 and prepare technical personnel for utilizing these new features when developing, implementing, and maintaining KTA systems and solutions.
Training prerequisite is either:
TotalAgility 7.8 Capture Fundamentals or later
TotalAgility 7.8 Workflow Fundamentals or later
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.
Enable Work Queue Automation and create a Work Queue Automation Rule Here and below are Pro dev only
Configure the Advanced Table Locator
Enable Solution Rollback and Rollback of a Solution
Configure Bar Code and Patch Code Profiles
Configure a Workflow to route documents using a Barcode/Patch Code Type or Value
Import External Storage Sample Processes
Retrieve a Secure Secret and Generate a Security Key
Create a Quick RPA solution
Create a Quick Workflow with a Loop Activity
Passing the Skill Exam with a score of 80% or greater will earn a skill badge for TotalAgility 7.11 Update Training
Training component modules and exams
Introduction to TotalAgiIity 7.11 Update Training for Pro-Developers [5 Minutes]
Feature and Enhancement Summary [30 Minutes]
Lab Prerequisite [15 Minutes]
Work Queue Automation - Overview [25 Minutes]
Work Queue Automation - Lab [60 Minutes]
Advanced Table Extraction – Overview [35 Minutes]
Advanced Table Extraction – Lab [40 Minutes]
Solution Rollback - Overview [10 Minutes]
Solution Rollback - Lab [20 Minutes]
Secure Secret Storage - Overview [10 Minutes]
Secure Secret Storage - Lab [30 Minutes]
Quick RPA - Overview [15 Minutes]
Quick RPA - Lab [25 Minutes]
Advanced Bar Code and Patch Code - Overview [15 Minutes]
Advanced Bar Code and Patch Code - Lab [50 Minutes]
Quick Workflow and Loop Activity - Overview [8 Minutes]
Quick Workflow and Loop Activity - Lab [30 Minutes]
This learning path delivers a comprehensive overview of TotalAgility's function, components, and operation. It is the recommended entry point for anyone new to TotalAgility.
Topics covered in the Getting Started Learning path are:
TotalAgility features and essential capabilities
Software components and architecture
Navigating the TotalAgility designer and workspace
Training component modules and exams
TotalAgility | What is TotalAgility? [15 Minutes]
TotalAgility | Architecture, Components, and Implementation [30 Minutes]
TotalAgility | User Interfaces [45 Minutes]
What is Intelligent Automation? [22 Minutes]
Intelligent Automation Demonstration [23 Minutes]
TotalAgility | Getting Started Exam
This section is for anyone who needs to install Kofax TotalAgility.
If you are unable to source the pre-requisite software, you can rent an environment by clickingVM for Hire
The cost of the VM is $150 and is available for 40 hours over a 4 week period.
The software evaluation license needed for the course is provided below. You will need the Product Code and Serial # during the install. The license lasts approx 1 year and supports 24 concurrent users, and a 10,000 page volume count.
Description: The focus of this training component is to provide product training for Kofax TotalAgility 7, 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 certified in Kofax TotalAgility 7. Attendees will be able to build a capture-enabled process incorporating separation, classification, extraction, and validation capabilities.
This training component is designed to provide a comprehensive technical overview of the Kofax TotalAgility product, its functionality, configuration, and integration. During this training component, the attendee will become familiar with process design features and front-end solution building.
Objectives: Upon completion of this training component, students will be able to:
Understand the components installed and how to configure Kofax TotalAgility 7 (a recording of the installation is provided). Configure common server settings.
Understand the components that make up the Intelligent Automation Platform
Understand some of the components used in the quick capture solution and capture starter pack
Exhibit competency using Kofax TotalAgility Designer
Design a capture enabled process that will provide the ability to perform separation and classification, extraction, and validation
Build a web-based forms solution for the process
Bypass document review, bypass validation, and re-scan.
Loop through documents in a folder.
Configure and use import features such as email and watched Folders
Document the process
Export the solution as a package
Optional topics include export, configuring MFP, mobile devices, and scanners as capture input sources
Pass a skill examination with a score of 80% or higher
Methodology: Illustrated lecture and discussion, demonstrations, and hands-on lab exercises. Knowledge retention and the ability to understand product documentation will be measured by a skill examination. Audience:This training component is intended for technical professionals who need to understand how to install, configure, design, implement, and support the operation of capture-enabled business process management solutions using Kofax TotalAgility. Learning is accomplished through presentations, demonstrations, and hands-on labs.
Prerequisites: To maximize the learning experience, it would be beneficial if the student had the following:
Awareness of programming concepts (you do not have to write code in this training component)
Basic working knowledge of the topics below if you are required to perform an installation
SQL databases
Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Demonstration of Capture Applications [10 Minutes]
Module 01: Introduction to Capture Fundamentals KTA [10 Minutes]
Module 01: Demonstration 01 [8 Minutes]
Module 02: Create a Capture Workflow Process [23 Minutes]
Module 02: Demonstration 02 [16 Minutes]
Module 03: Resources and Capture Operations Permissions [5 Minutes]
Module 03: Demonstration 03 [5 Minutes]
Module 04: Create Extraction Groups and Classification Group [7 Minutes]
Module 04: Demonstration 04 [12 Minutes]
Module 05: Field Formatters and Field Validation [4 Minutes]
Module 13: Loop through Documents in a Folder [6 Minutes]
Module 13: Demonstration 13 [17 Minutes]
Module 14: Configure Email and Watched Folders as Capture Input Sources [6 Minutes]
Module 14: Demonstration 14 [11 Minutes]
Module 15: Document Process Design and Export Process Image [4 Minutes]
Module 15: Demonstration 15 [4 Minutes]
Module 16: Export a Solution as a Package [7 Minutes]
Module 16: Demonstration 16 [7 Minutes]
Module 17: Course Review [5 Minutes]
TotalAgility 7.8 Capture Fundamentals Skill Exam
This training component should be completed on a clean install of TotalAgility.
Description: The focus of this training component is to provide product training for Kofax TotalAgility 7.8 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 certified in Kofax TotalAgility 7.8 Cognitive Capture Advanced. Attendees will be able to build and configure processes used for scanning, separating, classifying, extracting, validating, verifying, and exporting documents to downstream Line of Business Processes. This training component is intended for technical professionals who need to understand how to design, implement, and support the operation of capture-enabled business process management solutions using Kofax TotalAgility.
Objectives: Upon completion of this training component, students will be able to:
Import a pre-configured solution and process – similar to the final solution after completing the TotalAgility 7.8 Capture Fundamentals training component
Modify Separation Profiles and Folders Configure a Classification Group to use multiple Extraction Groups
Configure Classification and examine Classification Benchmarking
Configure Folder Validation and Advanced Field Validation
Build a process to handle the contents of a single folder
Learn how to pass different data components to downstream processes
Create a Format Locator
Create Extraction Golden Files
Create a Trainable Group Locator and implement Online Learning
Create a Knowledge Base and complete Project Maintenance
Configure a Database Locator, customize the Validation activity and Document form to add Alternative Search and Fuzzy Search options
Learn how to improve automated extraction results using Extraction Benchmarking
Examine Extraction Evaluators
Implement Advanced Folder Validation using a Business Rule
Configure a process for reuse, examine Sub Jobs and Create New Job activity types
Import the Capture Starter Pack solution and examine Manual Table Extraction
Configure Automated Table Extraction
Understand Scripting concepts and implement a Script Locator
Use Content and Instruction based classification to classify documents
Configure Trainable Document Separation
Understand and configure Natural Language Processing features including Sentiment Analysis, Named Entity Extraction, Themes and Summaries
Examine Project Export options
Examine Deployment options and Team-Based Development
Pass a skill examination
Methodology:Illustrated lecture and discussion, demonstrations, and hands-on lab exercises. Knowledge retention and the ability to understand product documentation will be measured by a skill examination.
Audience:End Users, Partners, and Kofax employees responsible for the configuration, support, and maintenance of a Kofax TotalAgility solution.
Prerequisites:To get the most from this class, trainees should have:
Completed the TotalAgility 7.8 Capture Fundamentals training component and skill exam • To maximize the learning experience, it would be beneficial if the student had the following: • Awareness of programming concepts (you do not have to write code in this training component) • Understanding of Capture Concepts • Basic working knowledge of: • SQL databases • Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Module 01: Introduction to Capture Advanced KTA [30 Minutes]
Module 01: Demonstration [6 Minutes]
Module 02: Import Package [10 Minutes]
Module 02: Demonstration [13 Minutes]
Module 03: Modify Separation Profile and Folders [7 Minutes]
Module 03: Demonstration [11 Minutes]
Module 04: Configure Classification and Classification Benchmarking [14 Minutes]
Module 04: Demonstration Part 1 [10 Minutes]
Module 04: Demonstration Part 2 [22 Minutes]
Module 05: Folder Validation and Advanced Field Validation [14 Minutes]
Module 05: Validation - Additional Information [5 Minutes]
Module 05: Demonstration Part 1 [11 Minutes]
Module 05: Demonstration Part 2 [7 Minutes]
Module 06: Create a Single Folder Handler Process [9 Minutes]
Module 06: Demonstration [16 Minutes]
Module 07: Pass Extracted Data to Downstream Line of Business Process [9 Minutes]
Module 07: Demonstration Part 1 [17 Minutes]
Module 07: Demonstration Part 2 [9 Minutes]
Module 08: Format Locators [4 Minutes]
Module 08: Demonstration [19 Minutes]
Module 09: Trainable Group Locators and Online Learning [17 Minutes]
Module 09: Demonstration Part 1 [11 Minutes]
Module 09: Demonstration Part 2 [12 Minutes]
Module 09: Demonstration Part 3 [9 Minutes]
Module 10: Knowledge Bases and Project Maintenance [20 Minutes]
Module 10: Demonstration [18 Minutes]
Module 11: Database Locators and Alternative Search [15 Minutes]
Module 20: Natural Language Processing [20 Minutes]
Module 20: Demonstration Part 1 [9 Minutes]
Module 20: Demonstration Part 2 [5 Minutes]
Module 20: Demonstration Part 3 [5 Minutes]
Module 20: Demonstration Part 4 [3 Minutes]
Module 23: Course Review and Certification [21 Minutes]
Module 21: Demonstration [14 Minutes]
Using a Custom Entity within the Named Entity Locator [5 Minutes]
TotalAgility 7.8 Capture Advanced Skill Exam
Description: The focus of this training component is to provide product training for Kofax TotalAgility 7, 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 certified in Kofax TotalAgility 7. Attendees will be able to build a case process incorporating resources, variables, case fragments, business rules, branching rules, SLAs, etc.
This training component is designed to provide a comprehensive technical overview of the Kofax TotalAgility product, its functionality, configuration, and integration. During this training component, the attendee will become familiar with process orchestration design features and front-end solution building. Note also that features demonstrated in this training component can also be applied to Cognitive Capture processes.
Objectives: Upon completion of this training component, students will be able to:
Understand the components installed and how to configure Kofax TotalAgility 7 (a recording of the installation is provided). Configure common server settings.
Understand the components that make up the Intelligent Automation Platform
Exhibit competency using Kofax TotalAgility Designer
Design a case process that facilitates understanding of process orchestration features
Create resources, variables, and case fragments
Use the data access activity
Create business rules and branching rules
Build a web-based forms solution for the process
Use email notification and document creation
Configure process and activity SLAs and create a trigger process to raise an escalation
Customize auto-generated forms and the header form
Document the process
Export the solution as a package
Optional topics include form regeneration and debugging
Pass a skill examination with a score of 80% or higher
Methodology: Illustrated lecture and discussion, demonstrations, and hands-on lab exercises. Knowledge retention and the ability to understand product documentation will be measured by a skill examination.
Audience:This course is intended for technical professionals who need to understand how to install, configure, design, implement, and support the operation of business process/case management solutions using Kofax TotalAgility. Learning is accomplished through presentations, demonstrations, and hands-on labs.
Prerequisites: To maximize the learning experience, it would be beneficial if the student had the following:
Awareness of programming concepts (you do not have to write code in this course)
Basic working knowledge of the topics below if you are required to perform an installation
SQL databases
Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Loan Application - Demonstration [12 Minutes]
Module 01: Introduction to Workflow Fundamentals KTA [9 Minutes]
Module 01: Demonstration 01 [12 Minutes]
Module 02: Create a Case Process [24 Minutes]
Module 02: Demonstration 02 [17 Minutes]
Module 03: Resources [4 Minutes]
Module 03: Demonstration 03 [4 Minutes]
Module 04: Variables [8 Minutes]
Module 04: Demonstration 04 [7 Minutes]
Module 05: Case Fragments [3 Minutes]
Module 05: Demonstration 05 [3 Minutes]
Module 06: Embedded Processes [3 Minutes]
Module 06: Demonstration 06 [2 Minutes]
Module 07: Data Access Activity [4 Minutes]
Module 07: Demonstration 07 [8 Minutes]
Module 08: Business Rules [6 Minutes]
Module 08: Demonstration 08 [9 Minutes]
Module 09: Branching Rules [5 Minutes]
Module 09: Demonstration 09 [4 Minutes]
Module 10: Create Site, Forms, and Navigation [12 Minutes]
Module 10: Demonstration 10 - Part 1 [11 Minutes]
Module 10: Demonstration 10 - Part 2 [16 Minutes]
Module 11: Email Notification and Document Creation [9 Minutes]
Module 11: Demonstration 11 [13 Minutes]
Module 12: SLA's and Triggers [9 Minutes]
Module 12: Demonstration 12 [9 Minutes]
Module 13: Customize Forms [11 Minutes]
Module 13: Demonstration 13 [17 Minutes]
Module 14: Customize Header Form [3 Minutes]
Module 14: Demonstration 14 [9 Minutes]
Module 15: Demonstration 15 [4 Minutes]
Module 16: Export a Solution as a Package [6 Minutes]
Module 16: Demonstration 16 [7 Minutes]
Module 17: Course Review - Part 1 [10 Minutes]
TotalAgility 7.8 Workflow Fundamentals Skill Exam
This training component should be completed on a clean install of TotalAgility.
Description: This training component is intended for technical professionals who need to understand how to design, implement, and support the operation of case/business process management solutions using Kofax TotalAgility. The training component is designed to provide a comprehensive deep dive into the Kofax TotalAgility product, its functionality, configuration, and integration. During this training component, the attendee will become familiar with advanced process design features, case management concepts, and front-end solution building.
Objectives: Upon completion of this training component, students will be able to:
Understand the fundamentals of architecture
Describe the difference and understand when to use a standard process approach and when to use a case management approach
Understand process design tools
Design an advanced case-based process with mandatory and optional fragments
Build re-usable processes
Use advanced workflow rules
Leverage dynamic due dates, resources, and roles
Handle exceptions
Work with states, events and preconditions, branching rules, and business rules
Use more advanced features e.g. scripting, expressions, web services, and .NET activities
Create a custom service group and service
Design process templates and skins, dynamic BPM
Build and customize a case-based forms site
Create form templates, dynamic dropdowns, and create lookups
Configure form validation
Create calculation rules, business rules, display rules, and popup forms
Create work types, work queue queries, and custom work queues
Create charts and tiles that display query results
Team collaboration and deployment
Pass a certification examination with a score of 85% or higher
Methodology:Illustrated lecture and discussion, demonstrations, and hands-on lab exercises. Knowledge retention and the ability to understand product documentation will be measured by a skill examination.
Audience:End Users, Partners, and Kofax employees responsible for the configuration, support, and maintenance of a Kofax TotalAgility solution.
Prerequisites:To get the most from this class, trainees should have:
Completion of the TotalAgility 7.8 Workflow Fundamentals training component
To maximize the learning experience, it would be beneficial if the student had the following:
Awareness of programming concepts (you do not have to write code on this training component)
Understanding of BPM concepts
Basic working knowledge of:
SQL databases
Microsoft Internet Information Services (IIS) Manager
Training component modules and exams
Module 01: Introduction to Workflow Advanced KTA [13 Minutes]
Module 01: Demonstration 01 [13 Minutes]
Module 02: Import Package [6 Minutes]
Module 02: Demonstration 02 [6 Minutes]
Module 03: Case, Case Fragments, and Sub Processes [15 Minutes]
Module 03: Demonstration 03 - Part 1 [17 Minutes]
Module 03: Demonstration 03 - Part 2 [8 Minutes]
Module 04: Dynamic Due Dates, Business Rules, Branching Rules, and Milestones [18 Minutes]
Announcement
TotalAgility Uncovered: A Comprehensive Overview for Professional Developers [60 Minutes]
TotalAgility 8.1 | Extend Form Design Skill Exam