![18
• A persistent data storage service and no-code data modeling solution easily
integrated in your RPA projects or Apps.
• Relational data types (allowing links between Entities)
• UiPath Cloud-hosted (no infrastructure required)
• Easy to handle Types such as: Text, Number, Yes/No, Date-Time and even
Files and individual «Choice Sets»
• Can be accessed via API
• https://cloud.uipath.com/[CloudName]/[Tenant]/dataservice_/api/DataSe
rvice
Data Service Benefits](https://image.slidesharecdn.com/2022-06-08-configmanagementanddataserviceinclappendix-220609082001-bc2cc096/85/Config-Management-and-Data-Service-Deep-Dive-18-320.jpg)
![28
RPA Community / Slack
• Link to our Johannesburg Community on UiPath.com:
https://community.uipath.com/johannesburg/
• Link to our Zurich Community on UiPath.com:
https://community.uipath.com/zurich/
• Link to our Slack-Channel
[see Meetup Chat]
• Reach out to us via LinkedIn
[see introduction above / Meetup Chat]](https://image.slidesharecdn.com/2022-06-08-configmanagementanddataserviceinclappendix-220609082001-bc2cc096/85/Config-Management-and-Data-Service-Deep-Dive-28-320.jpg)
![Andy Menon
We have moved our Config files out of our framework. Back in 2019 we enhanced the framework to
have multiple Config options.
I have a couple of Gold Star components in the Market place:
• One version can store config entries in an external config file
• The second version uses Data Service, Entries are centrally administered in Data Service
https://marketplace.uipath.com/listings/advanced-automation-template-with-dataservice
Even our Attended Automations are REF based. Our users are fully trained to work with the Config
file that is stored externally on their machine and passed in as Argument to Main
https://marketplace.uipath.com/listings/advanced-enterprise-rpa-process-template
m.san
"classic" REF config file as default but the project accept a file path as argument that will overide the
default config file path. These files can be placed in SMD shared directories, etc.. providing flexibility
and environment settings orientation
Data Service Access, Cloud-Hosting and Security
Jacqui Muller
There are two Azure data centers available in South Africa. I will get feedback from UiPath regarding
how the Cloud offerings are deployed and if the SA data centers are utilised.
Andrew Harmse
https://docs.uipath.com/overview-guide/docs/data-residency-cloud
→ No dataservices in SA [South Africa]
Neacail
I had to set up a cloud tenant this morning and SA wasn’t on the list. I don’t believe UiPath Cloud
hosts in SA, I think the closest is Europe? Is this correct? If so what would the POPIA factors that we
would need to consider?
Related Comment by Andrew Harmse
From a Popi perspective, we shouldn't have too much issues choosing Europe. These are in
Netherlands and Ireland as far as I know. [Additional comment by Roman Tobler: An
additional option is Frankfurt am Main, Germany]
Related Comment by Jacqui
Good question. Since POPIA is derived from GDPR, the same factors should apply.
Personally Identifiable Information should be stored securely. If you have multiple business
users accessing the data, you may want to consider storing personal info in [a password
encrypted] file uploaded to data services.](https://image.slidesharecdn.com/2022-06-08-configmanagementanddataserviceinclappendix-220609082001-bc2cc096/85/Config-Management-and-Data-Service-Deep-Dive-31-320.jpg)
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Config Management and Data Service Deep Dive
- 1. UiPath Studio X Citizen Development Good Practises – In Practice (with a practical use case)
- 2. 2
- 3. 3 JACQUI MULLER UiPath MVP & Johannesburg Chapter Leader Application Architect at Dimension Data Decision Support Systems Lecturer at North West University Python Lecturer at Brainster Author of TheJPanda and JD Bots blogs LinkedIn The JPanda JD Bots
- 4. 4 ROMAN TOBLER Co-CEO and Owner of Routinuum Zurich RPA Community Chapter Leader Author of Excelblog.ch (mainly in German) LinkedIn Routinuum Excelblog.ch
- 5. 5 • Introduction to Configuration Management and Methods; • Portal-based Config Management; • Introduction & Deep Dive into UiPath Data Service; • Apps & Data Service – Integrations within UiPath; • Discussion, Q&A. • Next Meetups Johannesburg Community: 25 August & end of September • Next Meetups Zurich Community: 6 July & 7 September Agenda
- 6. 6 Configuration Management Introduction to Config Management and Methods: Obstacles and Challenges for mid-/long-term Solutions
- 7. 7 • Hardcoding in the Project / Processes • Excel Datatable • JSON files • SQL Database • (Orchestrator) Assets Methods of Config
- 8. 8 Assigning Variables and Arguments (or setting Default values) Hard-coding
- 9. 9 Excel Datatable (REF – Config)
- 10. 10 Expanding / «Tweaking» Excel
- 11. 11 JSON or SQL Config • JSON as with Excel: Same challenges due to «file characteristics» • Less intuitive to use (for users) – if any involvement is required at all • Additional Packages are required (in your template): • JSON: UiPath.WebAPI.Activities Package (Official – by UiPath) • Databases: UiPath.Database.Activities Package (Official – by UiPath) • Activities to be used thereafter (some examples)
- 12. 12 Portal-Based Configuration Management Introduction to using a portal-based configuration management approach
- 13. 13 The Approach
- 14. 14 An Example of Using Portal-Based Config https://community.uipath.com/events/details/uipath-johannesburg-presents-uipath-configuration-management/ The Interface
- 15. 15 An Example of Using Portal-Based Config https://community.uipath.com/events/details/uipath-johannesburg-presents-uipath-configuration-management/ The Middleware Library – Implemented in Process Properties: - Current Directory - Environment - Output Config Dictionary
- 16. 16 UiPath Data Service An introduction into Data Service
- 17. 17 • Data Service is located in UiPath Cloud (needs to be enabled on the Tenant) • There are 4 components in Data Service: • Entities • Fields • Records • Relationships Data Service – Introduction
- 18. 18 • A persistent data storage service and no-code data modeling solution easily integrated in your RPA projects or Apps. • Relational data types (allowing links between Entities) • UiPath Cloud-hosted (no infrastructure required) • Easy to handle Types such as: Text, Number, Yes/No, Date-Time and even Files and individual «Choice Sets» • Can be accessed via API • https://cloud.uipath.com/[CloudName]/[Tenant]/dataservice_/api/DataSe rvice Data Service Benefits
- 19. 19 • Ask where your Cloud-Setup is being hosted (Data Center) • Individual Access Management to available (Automation Cloud) User or Groups at Entity-Level Data Service Benefits – Security
- 20. 20 • Adding a new Entity, Fields and Records • Create a Studio WF and access/manage the newly-created Entity • Install Data Service Activities Package • Query Record(s), show Results • Update single/multiple Record(s) Data Service Introduction & Examples
- 21. Let’s Discuss Potential Use Cases?
- 22. 22 UiPath Apps & Data Services Introduction to using UiPath Apps and Data Services as an approach to configuration management github.com/JacquiM/UiPath-Configuration-Management/
- 23. 23 • Easy-to-use • Quick to setup • Integrates with UiPath Data Services • Can kick off processes Introduction to UiPath Apps
- 24. Let’s Explore Further Live Demonstration
- 25. 25 Next Meetups & Discussion Meetups, Connect with our Chapters/Communities; Q&A, Discussion and Remarks
- 26. 26 Next Meetups - Johannesburg • Virtual Meeting, Thursday, 25 August 2022 • AI/ML: A Demonstration in UiPath • In-Person Meeting, end of September (in Johannesburg) • A day in the life of a citizen developer
- 27. 27 Next Meetups - Zurich • In-Person-Meeting, Wednesday, 6 July 2022 (in Zürich) • After-Work BBQ & Drinks at Lake Zurich • Infos via Community Page & Slack-Channel • Wednesday, 7. September 2022 • Robot Maintenance and Success Factors of Bot-Human-Interactions
- 28. 28 RPA Community / Slack • Link to our Johannesburg Community on UiPath.com: https://community.uipath.com/johannesburg/ • Link to our Zurich Community on UiPath.com: https://community.uipath.com/zurich/ • Link to our Slack-Channel [see Meetup Chat] • Reach out to us via LinkedIn [see introduction above / Meetup Chat]
- 30. Config Management & Data Service Deep Dive – Wrap-Up Appendix Helpful links and comments Access to resources and Meetup content via GitHub: https://github.com/JacquiM/UiPath-Configuration-Management/ UiPath Apps-Data Service Integration Playlist by Andy Menon: https://www.youtube.com/playlist?list=PLRkGXPS5Bo2vVeQwZNcFFflBFuYOI_Zwj UiPath / RPA Communities Links for future content and meetups Johannesburg UiPath Chapter: https://community.uipath.com/johannesburg/ Zurich UiPath Chapter: https://community.uipath.com/zurich/ Methods for Configuration Management and Config Files Yves yeah, config saved in documents of a RPA sharepoint site is also a way Gil Silva At DWF, we are using Storage Buckets to keep the classic Config file for each process. It's a good solution to avoid using an 'external' databases and at the same time facilitates any potential change, without the need to republish a process. Andrew Harmse Using Excel from any source had issues from time to time for us where it would either corrupt, or remain open. Completely possible, but still has some issues. Assets can also get very cluttered. If you don't have a clear folder structure or naming convention, configs can easily get 'lost' in the clutter Related Comment by Neacail Agree Andrew, but If you do use assets then setting them up as a per robot set up so that dev and prod machines don’t clash…but i rate it should be avoided Reply by Andrew Harmse Agreed Naecail. We try and avoid per robot asset values because it becomes a pain if your servers change. If you spin up new servers over peak periods or decommission servers and bring them up with new names, all per robot assets have to be changed. Definitely useful for dev/prod values and it has its place
- 31. Andy Menon We have moved our Config files out of our framework. Back in 2019 we enhanced the framework to have multiple Config options. I have a couple of Gold Star components in the Market place: • One version can store config entries in an external config file • The second version uses Data Service, Entries are centrally administered in Data Service https://marketplace.uipath.com/listings/advanced-automation-template-with-dataservice Even our Attended Automations are REF based. Our users are fully trained to work with the Config file that is stored externally on their machine and passed in as Argument to Main https://marketplace.uipath.com/listings/advanced-enterprise-rpa-process-template m.san "classic" REF config file as default but the project accept a file path as argument that will overide the default config file path. These files can be placed in SMD shared directories, etc.. providing flexibility and environment settings orientation Data Service Access, Cloud-Hosting and Security Jacqui Muller There are two Azure data centers available in South Africa. I will get feedback from UiPath regarding how the Cloud offerings are deployed and if the SA data centers are utilised. Andrew Harmse https://docs.uipath.com/overview-guide/docs/data-residency-cloud → No dataservices in SA [South Africa] Neacail I had to set up a cloud tenant this morning and SA wasn’t on the list. I don’t believe UiPath Cloud hosts in SA, I think the closest is Europe? Is this correct? If so what would the POPIA factors that we would need to consider? Related Comment by Andrew Harmse From a Popi perspective, we shouldn't have too much issues choosing Europe. These are in Netherlands and Ireland as far as I know. [Additional comment by Roman Tobler: An additional option is Frankfurt am Main, Germany] Related Comment by Jacqui Good question. Since POPIA is derived from GDPR, the same factors should apply. Personally Identifiable Information should be stored securely. If you have multiple business users accessing the data, you may want to consider storing personal info in [a password encrypted] file uploaded to data services.
- 32. Related Comment by Andrew Harmse This link might help. It doesn't really indicate which regions are acceptable, but more about what it needs to adhere to in regards of POPi. Hope this helps. https://www.linkedin.com/pulse/data-sovereignty-provisions-popi-can-i-lawfully-store-theo- watson/ Data Service / Apps Licensing Model https://docs.uipath.com/data-service/docs/license-allocation Yves mh problem with data service is: Maximum API calls per day =10000. that limit is quickly reached About the Meetup A comparison of Options for Config Management and storing Config Items, from Excel files to databases and UiPath Data Services - and their Integration in Robot Projects and (UiPath) Apps. Hosted via UiPath and the UiPath Community Chapters «Johannesburg» and «Zurich» https://community.uipath.com/events/details/uipath-johannesburg-presents-configuration- management-and-data-service-deep-dive/ https://community.uipath.com/events/details/uipath-zurich-presents-configuration-management- and-data-service-deep-dive/ by Jacqui Muller and Roman Tobler https://www.linkedin.com/in/jacqui-muller-957316131/ https://www.linkedin.com/in/roman-tobler/