Create Software robots and automate business processes ...

[Pages:8]Learning Robotic Process Automation

Create Software robots and automate business processes with the leading RPA tool - UiPath

Alok Mani Tripathi

^

?

??.

BIRMINGHAM - MUMBAI

Table of Contents

Preface

Chapter 1 : What is Robotic Process Automation?

7

Scope and techniques of automation

8

What should be automated?

8

What can be automated?

9

Techniques of automation

9

Robotic process automation

10

What can RPA do?

12

Benefits of RPA

12

Components of RPA

16

Recorder

16

Development studio

17

Extensions and plugins

17

Bot runner

17

Control center

17

RPA platforms

18

Automation Anywhere

18

UiPath

19

Blue Prism

19

WorkFusion

20

Thoughtonomy

20

KOFAX

21

About UiPath

21

UiPath Studio

22

UiPath Robot

22

UiPath Orchestrator

22

The future of automation

22

Summary

23

Chapter 2: Record and Play

25

UiPath stack

25

UiPath Studio

26

UiPath Robot

27

Types of Robots

27

UiPath Orchestrator

28

Downloading and installing UiPath Studio

29

Learning UiPath Studio

34

Projects

34

The user interface

36

The Ribbon

38

Table of Contents

The Quick Access Toolbar Designer panel Properties panel Activities panel Project panel Outline panel Output panel Library panel Variable panel Argument Task recorder Advanced Ul interactions Input methods Output methods Step-by-step examples using the recorder Emptying trash in Gmail Emptying Recycle Bin Summary

Chapter 3: Sequence, Flowchart, and Control Flow Sequencing the workflow What is a Sequence? Activities Using activities with workflows What Flowcharts are and when to use them Control flow, various types of loops, and decision making The Assign activity The Delay activity Example The Break activity Example The While activity Example The Do while activity Example The For each activity Example The If activity The Switch activity Example Step-by-step example using Sequence and Flowchart How to use a Sequence How to use a Flowchart Step-by-step example using Sequence and Control flow Summary

Chapter 4: Data Manipulation

[ii]

39 40 40 41 41 42 42 43 43 44 44 52 53 53 54 55 61 67

69 70 70 74 75 78 79 80 80 80 82 82 84 84 86 86 88 88 90 93 93 94 95 96 99 105

107

i

Table of Contents

Variables and scope

108

Collections

113

Arguments - Purpose and use

115

Data table usage with examples

117

Building a data table

117

Building a data table using data scraping (dynamically)

124

Clipboard management

132

File operation with step-by-step example

138

Read cell

138

Write cell

140

Read range

141

Write range

144

Append range

148

CSV/Excel to data table and vice versa (with a step-by-step

example)

151

Reading an Excel file and creating a data table by using data from the Excel

file

152

Creating a data table and then writing all its data to an Excel file

154

Summary

158

Chapter 5: Taking Control of the Controls

159

Finding and attaching windows

160

Implementing the Attach Window activity

160

Finding the control

162

Anchor base

162

Element Exists

163

Element scope

164

Find children

164

Find element

167

Find relative element

167

Get ancestor

167

Indicate on screen

169

Techniques for waiting for a control

170

Wait Element Vanish

170

Wait Image Vanish

171

Wait attribute

171

Act on controls - mouse and keyboard activities

171

Mouse activities

172

The Click activity

172

The Double-click activity

172

The Hover activity

173

Keyboard activities

174

Send hotkey

174

Type into activity

175

Type secure text

175

[iii]

Table of Contents

Working with UiExplorer

176

Handling events

17g

Element triggering events

179

Click trigger

179

Key press trigger

180

Image triggering events

181

System triggering events

182

Hotkey trigger

182

Mouse trigger

182

System trigger

182

Revisit recorder

183

Basic recording

183

Desktop recording

184

Web recording

185

Citrix

189

Screen Scraping

190

When to use OCR

192

Types of OCR available

194

How to use OCR

195

Avoiding typical failure points

198

Selectors

198

Scope of the variable

199

Delay activity

199

Element Exists

199

Try/Catch

200

toString

200

Summary

200

Chapter 6: Tame that Application with Plugins and Extensions

201

Terminal plugin

202

SAP automation

203

How SAP Automation affects data entry jobs

205

Examples where SAP automation is used commonly

205

Java plugin

206

Why are we using the Java plugin with UiPath Studio?

206

Citrix automation

207

How does the Citrix environment work?

210

Mail plugin

214

PDF plugin

216

Web integration

218

Excel and Word plugins

221

Excel plugin

221

Word plugin

222

Credential management

224

[iv]

Table of Contents

Extensions - Java, Chrome, Firefox, and Silverlight

225

Summary

227

Chapter 7: Handling User Events and Assistant Bots

22g

What are assistant bots?

230

Monitoring system event triggers

233

Hotkey trigger

233

Mouse trigger

234

System trigger

234

Monitoring image and element triggers

235

An example of monitoring email

236

Example of monitoring a copying event and blocking it

246

Launching an assistant bot on a keyboard event

250

Summary

253

Chapter 8: Exception Handling, Debugging, and Logging

255

Exception handling

255

Common exceptions and ways to handle them

261

Unavailability of Ul element

262

Handling runtime exceptions

263

Orbit reference not set to the instant of an object

263

Index was outside the bounds of an array. Index out of the range

263

Image not found in the provided timeout

264

Click Generic error - cannot use Ul CONTROL API on this Ul node please

use Ul Hardware ELEMENTS method

265

Logging and taking Screenshots

265

Client logging

265

Server logging

266

Debugging techniques

266

Setting breakpoints

268

Slow step

270

Highlighting

270

Break

271

Collecting crash dumps

272

Enabling crash dumps

273

Disabling crash dumps

273

Error reporting

273

Enterprise Edition customers

274

Community Edition users

274

Summary

275

Chapter 9: Managing and Maintaining the Code

277

Project organization

278

Picking an appropriate layout for each workflow

278

Blank

279

[v]

Table of Contents

Simple process Agent process improvement Transactional business process Breaking the process into smaller parts Using exception handling Making your workflow readable Keeping it clean Nesting workflows How to nest a workflow inside a single workflow Reusability of workflows Invoke workflow file Templates Adding a workflow as a template Commenting techniques State Machine When to use Flowcharts, State Machines, or Sequences Using config files and examples of a config file Integrating a TFS server Summary

Chapter 10: Deploying and Maintaining the Bot Publishing using publish utility How to publish a workflow in UiPath Writing/editing the published package info into the json file Overview of Orchestration Server Queues Assets Process Deploying a process Using Orchestration Server to control bots Robot statuses Editing the Robot Deleting the Robot Displaying logs for a Robot Using Orchestration Server to deploy bots Creating a provision Robot from the Orchestrator Connecting a Robot to Orchestrator Deploy the Robot to Orchestrator License management Activating and uploading a license to Orchestrator Publishing and managing updates Packages Managing packages Uploading packages Deleting packages

[vi]

280 280 281 283 284 284 285 285 286 287 288 289 289 290 291 294 296 303 303

305 305 306 308 309 311 312 314 316 317 318 318 319 319 320 320 322 324 328 328 330 330 332 332 333

L

Summary Other Books You May Enjoy Index

Table of Contents

334 335 339

[vii]

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download