PGDM – Research & Business Analytics

Cognitive Technologies
Session 6
G. N. Ramachandran
[email protected] +91-9740044711
Recap from session 5
• Getting started with UiPath Solution
• Attended Robots
• Unattended Robots
• Installation and Configuration

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 Session 6
• UiPath Studio project types
• First steps with UiPath Studio
• Panel & layouts
• Project and activities window
• Execution entry point
• Properties panel
• Snippets panel
• Outline panel
• Output window
• Manage dependencies
• Undo & redo

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UiPath StudioX Vs UiPath Studio

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 Workflow Automation Approach

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 Bottom-up Vs Top-down
Key Technological Features
Top-down RPA

Sophisticated Orchestration /
AI / Scalability / Security /
Company Human-in-the-loop Capability
Digitization

Orchestration /
Process Automation Attended & Unattended Robots /
BPM-type capabilities
Bottom-up RPA

Simplicity of development /
Task Automation Simplicity of deployment

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 UiPath Project Types
Process:
Simplest way to create an automation
Starting point for any other project type
Library:
To reuse components and share it
among multiple robots

Test Automation:
Allows to create RPA robots that are
testing some external application

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Library Components to share
between the robots

Libraries are used when we

have two or multiple robots
involved in the same process

Process is standalone – can be run alone by a

UiPath Robot
Library is not - cannot be run as a standalone

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 Testing Process:
• Creating test scenarios

Test Automation • Running test scenarios

• Scenarios need to pass every release
• Ensure passing scenarios over years in case of a
large applications
• Tests are run repetitively on every change / release

Client Testers Developers

Test the application to
Requests for and agrees Create software as per the
ensure adherence to client
for a software application client’s requirement
requirements
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 Test Automation..
• Test automation project allows us to create
RPA robots that can do such testing
automatically
• The process to create automated tests is
the same as creating a normal RPA robot
• Need to follow few extra steps like
publishing in orchestrator and setting up
these tests to run automatically

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 Templates
Orchestration process
• For long running transactions, where
multiple robots can go for the same
process
• Works with orchestrator for more
complex scenarios

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 Templates..
Background process
• Allows to create a process which can
start in the background
• Cannot interact with user inputs, say
from keyboard / mouse
• A robot can run multiple background
processes at the same time

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 Templates..
Mobile testing project
• Helps create a RPA robot for testing a
mobile application
• Similar to test automation but specific for
testing mobile applications
• Helps connect with cloud providers who
offer on premise physical or emulator
devices
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 Templates..
Robot enterprise framework
• Recommended best practice for large scale
deployments
• Aligns RPA developers to a certain project
organization
• For advanced scenarios, not for a beginner
• Framework benefits: Configuration reading,
automatic retry, Exception handling, Taking
screenshots etc
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 Templates..
Trigger based attended automation
• For attended processes
• Execution linked to a trigger
• Triggers can be a keyboard shortcut, mouse event
• Or even a window that is visible on the user’s screen
• For e.g., triggering a Robot to start an automation
based on a mouse click on a certain panel in an
ecommerce portal
• Or having a robot to fill in credentials automatically on
a login window
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 Templates..
Transactional process
• To create automation modelling a process as a flow chart and use sequences for
implementing steps
Start

Init
Yes

Excep No Get next

tion? transaction item

Yes No
Process Proc
Stop
Transaction ess?

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 First steps with UiPath Studio
• Panels & layouts
• Change position, auto-hide
• Project window
• Shows the files / dependencies required to run the robot
• Tightly coupled with the file folder where we created the
project
• We can open the project folder by right clicking on the
project name and choosing the option Open Project Folder
• If we create new files under the project folder those will be
automatically synced with the project (Use refresh button to
view synced files)

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 Project window..
• Under dependencies we can install multiple packages
• A package is a set of activities or a group that are meant to do a single
thing
• The below 4 packages are added by default
• The excel activities package is used to interact with Microsoft Excel files
• Mail is used for working with emails
• System activities are used to interact with the screen, like pressing a
button or typing something in the keyboard
• The UIAutomation activities package contains all the basic activities
used for creating automation projects
• Activities Window
• You can use the activities window to review and use all the activities
that we can carry out using an installed package

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 Project window..
• We can use Project window to carry out tasks
like
• Changing Project Settings
• Adding: Folder, Sequence, Flowchart, State
machine, global handler
• Import test cases
• Import workflows
• Import files
• Add the project to source control
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 Execution entry point
• Entry point where the UiPath Robot will start
• Every Robot will have one and only one
execution entry point
• By default, the execution entry point will be
highlighted in bold
• If we have multiple files which are potential
execution entry points (for e.g., multiple
sequences as part of a project), we can choose
one of them| right click | Set as main to make
that file the execution entry point.
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 Execution entry point..
• Let us say we add a sequence
• Add a message box to the sequence
• Set the sequence as main execution
entry point
• Run the program from Design | Debug
File | Run File
• You will be shown the Message that we
just coded as part of the sequence
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 Utility of multiple entry points
• Useful during the development phase
• During development, keep the
main.xaml file with the same name as
the main execution entry point
• Have a separate sequence for
development and testing purposes
• This will decrease our development time
a lot
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 Properties panel
• Reflects the content for the chosen
activity
• Used to change the behaviour of an
activity
• For example, for the message box that
we added earlier, we can set Display
Name, Button Type, Caption, Input Text
etc
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 Snippets panel
• Has two nodes – Samples & Snippets
• Has common things that we need to do as an RPA
developer
• For e.g. to extract text between labels, Split Words etc
• Similarly, we have other snippets: Delay, Loops,
Orchestration
• Don’t worry if it sounds difficult now
• We will go deep into working with text as well as other
snippets later

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 Outline panel
• The Outline panel displays the project hierarchy, all available
variables and nodes, and includes a search box.
• This enables you to easily navigate through large automations.
• You can highlight activities in this panel by selecting them in
the Designer panel, or you can go to a specific activity by
selecting it in the Outline panel.
• Remembering and understanding old code and workflows,
even developed by us, will become increasingly difficult with
passage of time
• We should follow best practices like well-defined workflows,
specific display names for each activity etc for easy
maintainability of code in the longer run
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 Output Panel
• The Output panel enables you to display the output of the Log
Message or Write Line activities, as well as the logs when the debug
mode is activated.
• You can hide or show timestamps, errors, warnings, information or
trace data, by clicking the buttons in the panel’s header.
Additionally, the Clear All button erases all info displayed in the
Output panel.
• Double-clicking a message displays further details about it.
• We can create custom log entries by adding log message activities
to our sequence and configuring them accordingly
• Please be careful not to log user sensitive information like user
name, password, email id etc as we discussed during our review of
data privacy regulations like GDPR, CCPA etc

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 Manage dependencies
• Project dependencies in Studio refer to
packages linked into a specific project,
containing activities, either default or custom.
• Dependencies are contextual and take into
consideration each project's definition,
including the activities that it uses, variables,
input/output arguments.
• Therefore, a dependency is set only if it has at
least one reference in the project's definition.
• All project templates available in Studio come
with their own default dependencies packages.

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 Manage dependencies..
• We can additional dependencies by
• Right clicking on Dependencies folder under projects and
select manage
or
• selecting manage packages from Menu
• For e.g. let us add UiPath.PDF.Activities dependency by
searching for pdf under All packages, selecting the above
package, install and save
• Best Practices:
• Update packages used in RPA projects atleast once per year
even for those for which UiPath does not force an update
• Test the Robot fully after each package update

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 Undo & Redo
• Go back (Undo) with Ctrl + Z
• Go forward (Redo) with Ctrl + Y
• Will work only when the focus is on the
sequence window (and not on the project
window or elsewhere)
• Useful to avoid / correct mistakes during
development
• Will work only on open files – not after saving
a file
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 Thank You

Any Questions?

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