Module 1 - Class Introduction

 Duration, prerequisites and materials

 Goals
 Class structure and module overviews

Module 2 - Kofax Transformation (KT) Overview

 What is Kofax Transformation?

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

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Module 3 - Installing Kofax Transformation

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

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

 Project Builder GUI orientation

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

 Fixed Form Extraction (Bar Code Locators / Advanced Zone

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

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

 Acquiring document knowledge (Classification / Extraction /

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

Module 7 - Document Sets

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

Module 8 - Extracting Data Based on Format: Format Locators

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

Module 9 - Using Trainable Locators for Invoice Processing

 Generic Knowledge Bases

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

Module 10 - Trainable Group Locators

 Uses and limitations

 Setup and training
 Testing
 DEMO
 LAB

Module 11 - Knowledge Base Maintenance and Management

 Extraction Level and Project Level Loops for Specific Knowledge

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

Module 12 - Standard Evaluators

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

Module 13 - Database Locators and Lookups

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

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

Module 15 - Remote Thin Client Validation and Verification

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

Module 16 - Classifying by Matching Words or Phrases; Multiple

Classification Methods; Standard Separation 

 Instruction Classification Setup

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

Module 17 - Content Classification, Auto Clustering and Trainable

Document Separation (TDS)

 Classifying by Content – The Adaptive Feature Classifier

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

Module 18 - Additional Training Classes

 Scripting for KTM 5 and KT 6

Module 19 - Review and Q&A

 Review
 Q&A

Module 20 - Certification and Testing

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