TECHNICAL TRAINING LAB INSTRUCTIONS

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1 In this lab you will learn how to login to the TotalAgility Designer and navigate around it. You will also learn how to set common Server Settings, create a simple capture workflow business process, save, release, lock, unlock a process, and how to categorize the process. Lab 03-1 Login to the Designer Azure Cloud Based As part of the agreement with Kofax, a new instance of TotalAgility is created. An is sent to you detailing your login credentials to both the TotalAgility Designer and Workspace. We will look at the Workspace in later labs. 1. From your , click the link to the TotalAgility Designer. On Premise/Training Image During the install of Kofax TotalAgility a Windows user account and password is specified. 1. Open Internet Explorer. 2. To access the Designer enter 3. To access the TotalAgility Workspace enter 4. Enter your username and password (this will not be needed if the system is using Windows Authentication). You should be presented with the Home Page with a list of available Modules. Training Image 5. Open Internet Explorer. 6. To access the Designer enter 7. To access the TotalAgility Workspace enter Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 1

2 8. The Designer Home page is displayed: 9. You logon details are displayed at the top right corner of the Designer. 10. You can Logout using the Logout hyperlink. Lab 03-2 Configure Common Server Settings Configure common Server Settings In this lab you will learn how to configure common Server Settings after installing TotalAgility. 11. On the Home page of the TotalAgility Designer click the System Settings Module. 12. Click Settings. On the General tab: 13. Set Allow Multiple Logon to No. 14. Set Session Timeout to 8 hours. 15. Set Archive Finished Jobs to Yes. Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 2

3 16. Click the Work Process link and set Use Business Calendar to Yes. 17. Click the link. Configure the settings as follows: 18. Note: Password is password. 19. Click Save. (Top left of the TotalAgility Designer). Note: both the TotalAgility Core Worker Service and the TotalAgility IIS Application Pool need restarted. 20. Click OK. Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 3

4 Restart the TotalAgility Core Worker Service 21. From the Start Menu click Control Panel. Click Administrative Tools and click Services. 22. Locate the Kofax TotalAgility Core Worker Service, right-click and select Stop. 23. Once the progress bar has finished; right-click and select Start. Restart the TotalAgility IIS Application Pool 24. From the Start Menu click Internet Information Services (IIS) Manager. 25. Expand the Machine name and select Application Pools. Locate the TotalAgilityAppPool, right-click and select Stop. 26. Right-click again and select Start. Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 4

5 In this lab you will learn how to design and create a new Business Process. You will construct the process using the Process Designer Module. You will also learn about some basic process design principles. Lab 03-3 Create a Capture Workflow Business Process Create a Business Process 27. On the Home page of the TotalAgility Designer click the Process Designer Module. 28. The following Process Designer Staging page is displayed. 29. From the Process Designer Staging area, select Process. 30. A new Business Process is created, and the Process Designer Module is displayed. Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 5

6 Actions Bar Modeling Bar Online Help Toolbox/Explorer Extended Properties Modeler area Properties area Open Modules Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 6

7 31. Locate the Properties area and set the Name property of the process to Capture Applications. 32. From the Properties area, click the Extended Properties icon. Extended Properties icon Add Ordinary Activities In this part of the lab, you will add ordinary activities to the Capture Applications process. 33. Click the Start node to display the Satellite nodes. 34. Click the Activity Node to add Activity 1. Hold and drag Activity 1 to reposition. 35. Set the Name property of the activity to Classification. 36. Draw the process illustrated in the graphic below: Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 7

8 Add an End Point In this part of the lab, you will add an end point. 37. Select the Verification node and from the Satellite nodes click the End Point node. Note: The completed process should look like this: Rearrange Process In this part you will learn how to automatically arrange the process. 38. In the Actions toolbar click the Rearrange icon. Notes: (i) This option only works if you have Pools (general property of the process) turned off. (ii) Pools are part of the BPMN standard, and are not covered on this course. Save the Process In this part of the lab, you will save the process. 39. Click the Save command on the Actions Bar. 40. Click Ok. 41. The process is Saved with a version number of Each time you click Save the version number will increment by Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 8

9 Release the Process In this part of the lab, you will release the process. 42. Click the Release command on the Actions Bar. 43. Click Ok. 44. The process is Release with a version number of 1.0. Each time you click Release the version number will increment by 1.0. Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/2014 9

10 Lab 03-4 Locking/Unlocking Processes In this part of the lab, you will lock and unlock the process. 1. Close the Capture Applications process. 2. In the Process Designer staging page in the Explorer pane click Processes. 3. Click Process. Notice the process is Locked. When you initially created the process, the process was locked under your user account. 4. Click the icon to the left of Capture Applications. 5. Select Unlock and click Yes to unlock the process. 6. Click the Capture Applications process. 7. Select Ok to Lock the process for modification (Cancel will open the process as read-only). Search the Explorer In this part of the lab, you will learn how to search the Explorer. 8. Close the Capture Applications process to return to the Staging view for the Process Designer. 9. In the Explorer area, click the back arrow beside Process to navigate up one level. Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/

11 10. Click All. TECHNICAL TRAINING LAB INSTRUCTIONS 11. In the Category dropdown select All. 12. Click into the search textbox and Enter ap and click Search (the magnifying glass). 13. The Search Results are displayed in the Explorer. 14. Open the Capture Applications process (locked for modification). Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/

12 In this lab you will create a category. Categories can be used as a filing system for the various TotalAgility objects you create. You can restrict access to categories using permissions. Lab 03-5 Categories Create a New Category In this part of the lab, you will create a new category. 1. Click the System Modeling link on the Modeling toolbar to access the System Settings module. Modeling link Note: You can also access the System Settings module by selecting the Home (Kofax logo) icon at the bottom left corner of the screen, and then click System Settings. 2. Click Categories to Manage the Categories. 3. Enter Applications as the category name. 4. Click Save. Hint: in the top left corner. Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/

13 5. Click Categories in the Explorer to view the new category. Note: You can also create a subcategory by specifying a Parent Category (see above screenshot). 6. Close the System Settings module (the Capture Applications process should be active). Assign a Process to a Category You will now practice how to assign your process to the new category. 7. Ensure the Capture Applications process is active. Note: If the process is not active, you can click the Active Items icon in the Actions bar. 8. In the Properties area, click the Extended Properties icon. The General Settings for the Capture Applications process are displayed. 9. Click the Category consume icon. 10. From the explorer, drag the Applications category to the Category consume area. 11. Close the extended properties. 12. Release and close the Capture Applications process. 13. Select Processes in the Explorer, and select All. 14. Select the Applications category and ensure the process is visible (if the category is not visible you may have to close the Process Designer module and re-open it). 15. Open (click) the Capture Applications process and leave the process open for the next lab. Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/

14 Lab 03-6 Import Distribution Process Importing Distribution Process Before we move to the next lab, you will import a Distribution process. This process is used to bring in Categories, Resources and other items that will be used throughout this course. 1. Click the Back button in the Actions Bar to go back to the Process Staging area. 2. In the Process Staging area click Import Processes. 3. Click the Browse link (top right corner) and navigate to: C:\KTAEssentials\LabFiles\LabSetup\Processes\. 4. Select Distribution Process.zip and click Open. 5. Leave all defaults and click Ok. The process will be imported. Click Cancel when prompted to Lock for Modification. 6. Close the process (use the x at the top right of your screen). Lab03 - Create a Capture Workflow Process.doc Last Revision: 26/11/

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