RPA M2.pdf

Module-2
RPA Platforms
Components of RPA
RPA Platforms
About Ui Path- About UiPath
The future of automation
Record and PIay
Downloading and installing UiPath Studio
Learning Ui Path Studio
Task recorder
Step-by-step examples using the recorder.

Components of RPA
• Any Robotics process automation platform provides some basic
components, which together build the platform.
• These components together help to automate repetitive and rule-based
processes.
The core components of Robotic Process Automation are listed below:
 Recorder
 Development Studio
 Plugin/Extension
 Bot Runner
 Control Center

Recorder:
• It’s a part of development studio that developers use to configure Robots.
• Macro Recorder in Excel: We can record the steps or certain tasks
by excel record macro function, call it whenever required by any
assigned hotkey, or call it from View Macros.
Example: It records mouse and keyboard movements on the UI and this
recording can be replayed to do the same steps again & again.
..Record-Macro-Excel-Template.xlsx

Development Studio:
• Used by the developers to create Robot configuration or train the bots.
• Using the studio, a set of instructions and decision making logic is coded for
Robots to execute.
• Some platforms provides flow-charting capabilities eg:Visio,very easy to
plot the steps in the process.
• Some platforms require coding.
Extensions and plugins:
• Most of the platforms provides many plugins and extensions to ease the
development and running of bots.
Eg.: In java sap,it is not easy to identify controls of the UI through traditional
techniques, RPA vendors have developed plugins and extensions to help
these issues.

Bot runner:
 This is a Robot ,where other components make it to run.
Control center:
• It monitors and control bot’s operation in a network.
• It can be used to start/stop Robots, make schedules for them, maintain
and publish code, redeploy Robots to different tasks and manage licenses
and credentials.

1. AutomationAnywhere
Automation Anywhere helps to automate business processes for companies. They focus
on RPA, cognitive data (machine learning and natural language processing), and
business analytics. Their bots are capable of handling both structured as well as
unstructured data.
The system has three basic components:
1. A development client for the creation of a bot
2. A runtime environment for the deployment of a bot
3. A centralized command system for handling multiple bots
RPA Platforms

2. UiPath
UiPath is an RPA technology vendor who designs and delivers software that
helps automate businesses. The RPA platform consists of three parts:
• UiPath Studio to design the processes
• UiPath Robot to automate tasks designed in UiPath Studio
• UiPath Orchestrator to run and manage the processes:
3. Blue Prism
Blue Prism aims to provide automation that enterprises can use according to
their needs.
Blue Prism aims to do this by providing automation that is scalable,
configurable, and centrally managed. It sells its software through its partners,
some of which are Accenture, Capgemini, Deloitte, Digital Workforce Nordic,
HPE, HCL, IBM, TCS, Tech Mahindra, Thoughtonomy, and Wipro.

4. WorkFusion
WorkFusion offers automation that is based on RPA and machine learning. It delivers
software as a solution for automating high volume data. WorkFusion enables man and
machine to work in tandem while managing, optimizing, or automating tasks.
5. Thoughtonomy
Thoughtonomy delivers software that helps automate business and IT processes. It uses Blue
Prism and other automation software and customizes it:
6. KOFAX
Kofax's Kapow RPA platform is capable of automating and delivering processes that are
repetitive and rule-based.
It uses Robots for extracting and consolidating information. The software platform consists
of a management console to deploy and manage bots, Robot performance, and a monitoring
system.
This software can also group together high priority tasks that should be completed first by
the Robot during times of high workload.
Kofax's software, however, doesn't have machine learning:

About UiPath
Today, its software is being widely used to automate business processes. However, the IT
sector is also gradually embracing UiPath's software.
Major clients of UiPath in the industry include BFSI, Telecom and media, healthcare, retail and
consumer, and manufacturing.
With UiPath automation software, one can configure software Robots to mimic human action
on the user interface of computer systems. The basic components of the UiPath RPA platform
are UiPath Studio, UiPath Robot, and UiPath Orchestrator.
UiPath Studio - helps users with no coding skills to design Robotic processes in a visual
interface. It is a flowchart-based modeling tool. Thus, automation is faster and more
convenient. Multiple people can contribute to the same workflow. The presence of a visual
signal that points out errors in the model, and a recorder that performs what the user
executes, make modeling much easier.
UiPath Robot - runs the processes designed in UiPath Studio. It works in both attended
(working only on human trigger) and unattended environments (self-trigger and work on
their own).
UiPath Orchestrator - is a web-based platform that runs and manages Robots. It is capable of
deploying multiple Robots, and monitoring and inspecting their activities.

About UiPath
The Uipath platform is available in two variations:
1. Enterprise Edition:
• This edition is suitable for large companies ,who wants to deploy the RPA Robot in future.
• This version is integrated with Orchestrator.
• This version can be updated by visiting the UiPath website and by downloading the
newest version of the UiPath platform installer.
• Running the installer ,automatically replaces all the old files without modifying any of
your settings.
2. Community Edition:
This is suitable for individual developers and small organizations with fewer employees. It
automatically updates itself as soon as new version is available.

Components of Uipath
1. UiPath Studio
• User can design a Robotic processes in a visual interface with no coding skill. It
is a flowchart-based modeling tool, very easy to understand..
• By using the drag-drop facility ,a whole sequence of workflows that performs
a set of tasks by Robots can be written.
• The designer/vendor gives you the full control of the execution order and
actions taken.
• These actions ,also known as activities such as clicking the button, writing and
reading a file and so on.

2. UiPath Robot:
• Runs the processes designed in Studio.
• UiPath Robot is a Windows service that opens interactive/non-interactive
window sessions to execute a processes or a set of steps, developed or
recorded using UiPath Studio.
• These Robots are also called as execution agent or runtime agent.
• Can be controlled by Orchestrator, a part of Enterprise Edition, when
installed on a user machine either in user mode or a server.
• In community Edition ,which does not have Orchestrator, installed Robot
works in user mode.
• These installed Robots in user mode will have exact same rights as the
user.(mimics user).

Types of Robots:
1. Attended Robots
 Work side-by-side with humans and take on their routine tasks. So people get a lot more done with a lot less
stress. The result is a better employee experience and continuous growth for your business.
 This Robot is basically designed to cooperate with employees in business activities where human intervention
is required.
 It resides on the employee’s workstation, triggered when needed by direct command.
2. Unattended Robots
 It can run unattended in virtual environment and can automate any number of processes.
 This Robot does remote execution, monitoring, scheduling and providing support for work queues.
3. Free
 It has all the features of the Unattended Robot, can be used for development and testing purposes, but it
cannot be used in production environments .

• The Front Office Robot has been renamed to Attended.
It cannot run under a locked screen and it cannot be started
from Orchestrator. This type of Robot is triggered by a user and runs
only under human supervision.
• The Back Office Robot has been renamed to Unattended.
It can be started from Orchestrator and can run under a locked screen
without human supervision.

UiPath Orchestrator:
• It’s a server based application that lets you to organize/orchestrate your
robots to produce the effect. Hence the name Orchestrator.
• It runs on a server and connects to all the robots within the network.
• It has a browser-based interface that enables the orchestration and
management of hundreds of robots with a click.
• It manage the creation, monitoring and deploying of resources in your
environment.
• Orchestrator Server uses :
IIS server, SQL server, Elastisearch, Kibana

• Go to the following link
https://www.uipath.com/developers/community-edition
• Then click on “Get community edition”
• Then sign up using your email account
• Now Fill the relevant details like name and country and click submit
• You’ll be guided to UiPath orchestrator ,click on resource Centre and click on
download uipath studio community edition
• Wait for the download to finish and then run the set up
• Choose activate community edition.
Downloading and installing UiPath Studio

The future of automation
Technological changes and innovations are taking place today at an unprecedented pace and scope and are having an
impact on many disciplines. Technological innovation has reached a stage where machines have now entered the realm
of what was once considered exclusively human. For these reasons, there is a wide section of people who fear this age
of Robots. While the arguments over how much of our lives will be taken over by Robots are endless, what cannot be
denied is that Robots are here to stay. There are various advantages of automation today; there are also fears
surrounding its advancement,which are not completelyunfounded.
As mentioned earlier, this time automation is capable of impacting a wide range of disciplines. Thus, unlike in the past
where only blue collar jobs were at risk of being replaced by machines, this time even white collar jobs are believed to
be at risk. While this is not untrue, reports suggest that only around 5% of the total jobs may be totally replaced by
automation.For other jobs, automationwill only replace a part of the job and not completelytake over.
There are, of course, those jobs in the 5% category that run the risk of being completely automated. These are the jobs
that are routine, repetitive, and predictable.A few examples
are telemarketing, data entry operation,clerical work, retail sales, cashiers, toll booth operators, and fast food jobs.
However, like in the past, people should be able to find a way to adapt to the changes. With each generation, humans
become smarter, more adaptableto change, and also progressive.
Also, with automation mostly taking over routine and tedious tasks, humans are provided the opportunity to make
better use of their capabilities - be it reasoning, emotional intelligence, or their creativity. What we can do is not fret
over the inevitable rather prepare for it. One way of doing so is to start changing the pattern of education. The next
generation should be taught how to recognize and adapt to changes quickly. An important aspect of their education
should be to learn how to learn.

Projects
The main types of project supported by UiPath Studio are as follows:
Sequence: This is suitable for simple actions or tasks. It enables you to go from one
activity to another, without interfering with your project. It consists of various
activities. Creating sequences is also useful for debugging purposes. One activity from
a particular sequence can easily be tracked. The Basic type of project can be started
using the Blank option in the start tab and then adding the sequence in the diagram
from the toolbox.
Flowchart: This is suitable for dealing with more complex projects. It enables you to
integrate decisions and connect activities. To start this kind of project, choose the
Flowchart - Simple Process option from the new project menu.
Assistant: This is suitable for developing attended or Front Office Robots: sometimes
these Robots are called assistants. To start this kind of project, choose the Assistant -
Agent Process Improvement option from the new project menu.
State machine: This is suitable for very large projects that use a finite number of states
in their execution, triggered by a condition. To start this kind of project, choose the
Process - Transaction Business Process option from the new project menu:

Ribbon Tabs Title Bars
Designer Panel
CommandPalette
Variable/Arguments/importPanel
Project Panel
Status Bar

7 Imports Panel Manage imported namespaces.
8 Project Panel
View the contents of your current project, managefiles, folders, and
dependencies, and adjust project settings.
9 Activities Panel View all available activities and add activities to your automation.
10 Snippets Panel Use pre-built workflows and add your own reusable automations.
11 Properties Panel View and configure the properties of a selected activity.
12 Outline Panel View the hierarchy of the current workflow and all available nodes.
13 Resources Panel
Add resources such as assets, queues, processes, and entities from
Orchestrator.
14 Object Repository Panel Create and reuse UI taxonomies inside and across projects.
15 Output Panel
View the output of the Log message and Write Line activities, status
information regarding the execution of your project, errors generated by
activities packages, and more.
16 Error List Panel View all the errors generated when running the Workflow Analyzer.
17 Find References Panel View all the places where an element is referenced in your project.
18 Breakpoints Panel Manage breakpoints added to the project.
19 Status Bar
View status information and manage the Orchestrator connection and
source control integration.

Step-by-step examples using the recorder
In this section, we will illustrate two examples of using the UiPath
recorder:
1. Emptying the trash folder in Gmail
2. Emptying Recycle Bin

Start the recorder and simply perform the following steps:
1. Go to the desktop by pressing the Windows + D keys.
2. Open Recycle Bin by clicking on Recycle Bin and then pressing Enter key.
3. Click on the Manage tab of the Recycle Bin folder.
4. Click on the Empty Recycle Bin button.
5. Confirm by clicking on the Yes buttonin the dialog box.
6. Close the Recycle Bin folder by pressing the cross button.
7. Press the Esc key and Save & Exit the recorder

Project Templates
• Project templates can speed up automation design when used as a starting point for new
automation projects.
• You can use one of the built-in templates or use custom templates from other sources, such
as the organization-wide template feed.
• In addition, you can create and publish your own customtemplates.
• The following built-in project templates available on the Start tab in Studio Backstage View:
• Background Process
• Mobile Testing Project
• Orchestration Process
• Robotic Enterprise Framework
• Trigger Based Attended Automation
• Transactional Process

Creating a Basic Process
The example opens a browser, loads a certain web page, scrapes information, and writes
it to the Output panel, and in a Notepad file.
Select Windows - Legacy for the Compatibility option
and VB for Language.
Open Internet Explorer and navigate
to https://www.uipath.com/product/studio.You can use any
supported browser, but make sure the required UiPath
extension is installed.
In the Activities panel, search for Use
Application/Browser anddrag it to the Designer panel.
Notice that the activity is automaticallyaddedinside
a Sequence.
In Use Application/Browser,click Indicate application to
automate, and then move the mouse pointerto the browser
page you just opened. When the window is highlighted,click
anywhere in the browser page.
https://docs.uipath.com/studio/docs/creating-basic-process

From the Activities panel, add a Get Text activity to the Do container of the Use Application/Browser activity.
Click Indicate in IE, and click on the text that you want to scrape from the previouslyloaded web page.
In the Variables panel, create a new string variablecalled GetText, and set its scope to Sequence. The purpose of this
variableis to store the scraped information.
In the Get Text activity, insert the GetText variablein the Save to field.
From the Activities panel, drag a Write Line activity. In the input text field, add the previously created variable.This
activity writes the scraped data to the Output panel.

• Add another Use Application/Browser activity to the project. Open a Notepad
instance, click Indicate application to automate, and then move the mouse pointer to
the Notepad window you just opened. When the window is highlighted, click anywhere
inside it.
The Use Application/Browser activity is updated, the path is added to the Application
path field, and a screenshot of the window appears inside the activity.
• Add a Type Into activity in the Use Application/Browser activity’s Do container.
Click Indicate in App to select the Notepad window, and add the GetText variable to
the Type this field. This activity writes the scraped text to a Notepad window.

In the ribbon, click Run File or use the Ctrl + F6 shortcut to
execute the project.

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