02 - Grooper A.C.E. → 02.2 - Consultant

Consultant - Digital Documents and Data Integration (02.21)


Description
Many of Grooper’s document processing capabilities center around physically scanned pages. However, there is a whole world of digital document processing possible in Grooper. Digital documents have some special considerations that make them different in some ways than physical ones, from how they are imported in a usable format, to how multi-page files are handled, to how information is extracted from them and how they are exported. Furthermore, there are workflow considerations around where these documents are coming from and where they are going. Are they coming in from an email inbox? Will they ultimately end up in a shared repository, such as a Sharepoint site? Does the extracted data need to live in a database? Does the data need to be reconditioned or restructured along the way? Grooper has solutions for all these data integration questions.
Content
  • INTRODUCTION
  • Files to Download
  • The 5 Phases of Grooper Document Processing
  • Batch Processing for Physically Sourced Documents
  • How Does Processing Physical Documents Differ From Digital Documents?
  • Batch Processing Example for Physically Sourced Documents
  • EXPORT 101: Introduction to Export & Export Behaviors
  • Digital Documents and Data Integration - Quiz 1
  • Batch Processing for Digitally Sourced Documents
  • Import Basics and Native Text
  • Digital Documents with Native Text
  • Introduction to Import Providers
  • Sparse Import and Loading Content
  • Batch Processing Example for Native Text Documents
  • EXPORT 102: Multiple Export Behaviors in a Single Export Step
  • Digital Documents and Data Integration - Quiz 2
  • Non-Native Text Documents
  • Digital Documents without Native Text: Handling Image-Based Content
  • Batch Processing Example for Non-Native Text Documents
  • Batch Processing Example for Mixed Text Nativity Documents
  • EXPORT 103: Dynamic File Naming and Foldering
  • Digital Documents and Data Integration - Quiz 3
  • Discrete Vs Packeted Documents
  • Packeted Document Processing Considerations
  • Packeted Document Batch Processing Example
  • EXPORT 104: More on Using Content Types for Export
  • Processing Discrete and Packeted Documents Together
  • Discrete and Packeted Document Batch Processing Example
  • EXPORT 105: Content Type Scope Review
  • Digital Documents and Data Integration - Quiz 4
  • The Render Activity
  • Installing the Render Printer
  • The Render Activity in a Batch Process
  • Activity Processing Services
  • Activity Processing Requirements for Render
  • Batch Processing Example with a Render Step
  • Digital Documents and Data Integration - Quiz 5
  • Data Integration
  • Database Integration
  • Creating a Data Connection
  • Creating a Database Table from Grooper
  • Data Export
  • Database Lookups for Data Validation
  • Database Lookups For Field Population
  • Digital Documents and Data Integration - Quiz 6
  • CMIS Connections
  • Intro to CMIS Connections
  • Intro to CMIS Export
  • Intro to CMIS Import: The Import Descendants Provider
  • Digital Documents and Data Integration - Quiz 7
  • Advanced CMIS Export
  • CMIS Export Mapping: Box Example
  • CMIS Export Mappings: SharePoint Example
  • CMIS Export Mappings: ApplicationXtender Example
  • Export Guidance: Throttling the Export Activity
  • Digital Documents and Data Integration - Quiz 8
  • Advanced CMIS Import
  • Advanced CMIS Import
  • Intro to CMISQL Queries
  • Import Mappings
  • The Import Query Results Provider
  • Digital Documents and Data Integration - Quiz 9
  • Data Integration Workflow Example
  • Purchase Order & Invoice Processing Example
  • Part 1 - Purchase Orders
  • CMIS Connections
  • Database Integration
  • Purchase Orders Batch Process
  • Export Behaviors
  • Import Query Results
  • Stepping Through the Batch Process and Evaluating Export
  • Part 2 - Invoices
  • Evaluating our Integration Objects
  • Database Lookup to Validate Invoice Totals
  • Batch Process
  • Import Query Results
  • Stepping through the Batch Process
  • Export Behaviors and Reviewing our Export
  • BONUS! Spawn Batch and Send Mail Activities
  • Wrap Up
  • Wrap Up
  • Digital Documents and Data Integration - Course Survey
  • Digital Documents and Data Integration - Exam Assessment
  • Bonus Stuff
  • Import Watchers
  • Increasing Split Pages' Efficiency
  • More on Render
  • Text Rendering Behavior
  • Microsoft Office Integrations
  • Delimited Extract
  • XML Transform
Completion rules
  • You must complete the units "Files to Download, The 5 Phases of Grooper Document Processing, How Does Processing Physical Documents Differ From Digital Documents?, Batch Processing Example for Physically Sourced Documents, EXPORT 101: Introduction to Export & Export Behaviors, Digital Documents and Data Integration - Quiz 1, Digital Documents with Native Text, Introduction to Import Providers, Sparse Import and Loading Content, Batch Processing Example for Native Text Documents, EXPORT 102: Multiple Export Behaviors in a Single Export Step, Digital Documents and Data Integration - Quiz 2, Digital Documents without Native Text: Handling Image-Based Content, Batch Processing Example for Non-Native Text Documents, Batch Processing Example for Mixed Text Nativity Documents, EXPORT 103: Dynamic File Naming and Foldering, Digital Documents and Data Integration - Quiz 3, Packeted Document Processing Considerations, Packeted Document Batch Processing Example, EXPORT 104: More on Using Content Types for Export, Processing Discrete and Packeted Documents Together, Discrete and Packeted Document Batch Processing Example, EXPORT 105: Content Type Scope Review, Digital Documents and Data Integration - Quiz 4, Installing the Render Printer, The Render Activity in a Batch Process, Activity Processing Services, Activity Processing Requirements for Render, Batch Processing Example with a Render Step, Digital Documents and Data Integration - Quiz 5, Creating a Data Connection, Creating a Database Table from Grooper, Data Export, Database Lookups for Data Validation, Database Lookups For Field Population, Digital Documents and Data Integration - Quiz 6, Intro to CMIS Connections, Intro to CMIS Export, Intro to CMIS Import: The Import Descendants Provider, Digital Documents and Data Integration - Quiz 7, CMIS Export Mapping: Box Example, CMIS Export Mappings: SharePoint Example, CMIS Export Mappings: ApplicationXtender Example, Export Guidance: Throttling the Export Activity, Digital Documents and Data Integration - Quiz 8, Advanced CMIS Import, Intro to CMISQL Queries, Import Mappings, The Import Query Results Provider, Digital Documents and Data Integration - Quiz 9, Purchase Order & Invoice Processing Example, CMIS Connections, Database Integration, Purchase Orders Batch Process, Export Behaviors, Import Query Results, Stepping Through the Batch Process and Evaluating Export, Evaluating our Integration Objects, Database Lookup to Validate Invoice Totals, Batch Process, Import Query Results, Stepping through the Batch Process, Export Behaviors and Reviewing our Export, Wrap Up, Digital Documents and Data Integration - Course Survey, Digital Documents and Data Integration - Exam Assessment"