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RPA Summer School Studio Session 4 AMER: Advanced practices with Studio and Orchestrator
- 1. UiPath Studio Session 4 Advanced practices with Studio and Orchestrator
- 2. 2 â–Ş Send Email using Automation â–Ş Basic String Manipulation â–Ş Date Formatting â–Ş Debugging and error handling in Studio â–Ş Leveraging Orchestrator Assets â–Ş Making use of Orchestrator Queues â–Ş How to publish a project in Studio â–Ş Deployment to Orchestrator â–Ş Wrap up and Overview of UiPath Academy Agenda
- 3. Send Email using Automation
- 4. 4 Email Automation using Studio ● Install the UiPath Mail Activities Pack to send, retrieve, and filter emails ● 'System.Net.Mail.MailMessage' represents the main data type when working with emails in UiPath ● The following can be configured while using the activities in Studio to send emails: • Add a subject • Custom body • Attachments • Even use a template
- 5. 5 Email Automation using Studio â—Ź The activities grouped under App Integration cover various protocols such as IMAP, POP3, and SMTP, or are specialized in working with Outlook and Exchange. â—Ź Outlook activities are easier to configure and do not require you to set up servers, users or other details, as they work with the API of the desktop application and with already existing Outlook accounts.
- 8. 8 String Manipulation using Studio â—Ź Strings are the data type corresponding to text. â—Ź Anytime a text needs to be captured, processed, sent between applications, or displayed, strings come in handy â—Ź String manipulation is done by using String Methods borrowed from VB.Net â—Ź Full list of String Methods from Microsoft can be found at: https://docs.microsoft.com/en-us/dotnet/api/system.string?view=netframework- 4.8#methods
- 9. 9 Common String Methods Concat Concatenates the string representations of two specified objects Ex: String.Concat(Var1, Var2) Contains Checks whether a specified substring occurs within a string and returns true or false Ex : <VarName>.Contains(“Test”) Format Converts an entire expression into a string (and Inserts them into another text). Reduces complexity and increases readability Ex: String.Format(“{0} is {1}”, VarName1, Varname2) IndexOf Returns the zero-based index of the first occurrence of a character in a string Ex: <Varname>.Indexof(“A”)
- 10. 10 Common String Methods Join Concatenates the elements in a collection and displays them as string Ex: String.Join(“|”, <CollectionVariable>) Replace Replaces all the occurrences of a substring in a string Ex: <VariableName>.Replace(“original”, “replaced”) Split Splits a string into substrings using a given separator Ex: <VariableName>.Split(“|”c)(index) Substring Extracts a substring from a string using the starting index and the length Ex: <VariableName>.Substring(StartIndex, Length)
- 12. Date Formatting
- 13. 13 Date Formats Format E.g., Result DateTime.Now.ToString("dd/MM/yyyy") 12/08/2022 DateTime.Now.ToString("MM/dd/yyyy") 08/12/2022 DateTime.Now.ToString("dd/MMM/yyyy") 12/Aug/2022 DateTime.Now.ToString("dd/MMMM/yyyy") 12/August/2022 DateTime.Now.ToString("dd MMMM yyyy") 12 August 2022 DateTime.Now.ToString("dd/MM/yyyy hh:mm:ss tt") 12/08/2022 10:08:21 PM DateTime.Now.ToString("dd/MM/yyyy HH:mm:ss") 12/08/2022 22:10:08 DateTime.Now.ToString("hh:mm:ss tt") 10:11:32 PM • dd - Represents the day of the month i.e., 03,05,18 or 30 • MM - Represents the month number with leading zero i.e., 01,08 or 12 • MMM - Represents the abbreviated month Name i.e., Jun, May or Dec • MMMM - Represents the full month name i.e., April, June or December • yyyy - Represents the year i.e., 2022 • hh - Represents the 12-hour clock with a leading 0 i.e., 07,02 or 12 • HH - Represents the 24-hour clock with a leading 0 i.e., 06,14 or 22
- 14. 14 Methods for Date Formatting Convert.ToDateTime Method Convert.ToDateTime(String) • Parameters String - The String representation of a date and Time. • Returns DateTime • Example Convert.ToDateTime(“08/12/2022”) DateTime.ParseExact Method ParseExact(String, String, IFormatProvider) • Parameters String - A string that contains a date and time to convert. Format - A format specifier that defines the required format of String. Provider - An object that supplies culture-specific format information about String. • Returns DateTime • Example DateTime.ParseExact("12/04/2022", “dd/MM/yyyy”, System.Globalization.CultureInfo.InvariantCulture)
- 16. Debugging and Exception Handling in Studio
- 17. 17 Debugging is the process of identifying and removing errors that prevent the project from functioning correctly. âž” During the design stage of the automation project, at activity, file and project level. âž” Debug can be executed from both Design or Debug tabs. Debugging Debug current file Debug project (starts from Main process)
- 18. 18 Debugging Actions Re-executes the previous activity, and throws the exception if it's encountered again. Ignores an encountered exception and continues the execution from the next activity. Debugs activities one by one. Opens the workflows in “Invoke Workflow File” activities. Restarts the debugging process from the first activity of the project. Completes the execution of activities in the current container and then pauses the debugging at the current container level. Step Over executes all activities inside a container without opening the container.
- 19. 19 Debugging Actions â—Ź Breakpoints: Places a breakpoint to selected activity to pause the debug execution. â—Ź Slow Step: Debugs at slower speeds and highlights each step of the execution flow. â—Ź Execution Trail: Shows the exact execution path at debugging. â—Ź Highlight Elements: UI elements are highlighted during debugging. â—Ź Log Activities: Debugged activities are displayed as Trace logs in the Output panel. â—Ź Continue on Exception: When enabled, exception is logged in the Output panel and the execution continues.
- 21. 21 The panel shows: â—Ź Exceptions - the description and type of the exception. â—Ź Arguments â—Ź Variables â—Ź Properties of previously executed activity - only input and output properties are displayed. â—Ź Properties of current activity Debugging Panels The Locals panel displays properties or activities and user-defined variables and arguments. The panel is only visible while debugging.
- 22. 22 Debugging Panels The Immediate panel can be used for inspecting data available at a certain point during debugging. The Call Stack panel displays the next activity to be executed and its parent containers when the project is paused in debugging. These panels are only visible while debugging.
- 23. 23 Debugging Panels The Breakpoints panel displays all breakpoints in the current project, together with the file in which they are contained. The Watch panel displays the values of variables or arguments, and values of user-defined expressions that are in scope. The panel is only visible while debugging.
- 24. 24 Business Exceptions System Exceptions Exception Handling Errors are events that a particular program can’t normally deal with. Exceptions are events that are recognized (caught) by the program, categorized, and handled.
- 25. 25 Exception Handling Holds the activity(s) that could throw an exception. Specifies the exception type and, optionally, holds an activity that informs the user about the found exception. (e.g. Log message, Send mail) Holds the activity(s) that should be executed whether when an error is caught (without being re-thrown) or Try block executed successfully. Try Catch
- 26. 26 Error Handling Throws an exception previously caught in an exception handling block. â—Ź Must be the child of a Catch handler of a TryCatch activity. Throws a custom error. â—Ź new BusinessRuleException("message As String") â—Ź new ApplicationException("message As String") Throw & Rethrow
- 27. Demo â—Ź TryCatch â—Ź Throw & Rethrow in action
- 29. 29 Leveraging Orchestrator Assets #1 Orchestrator Assets are configuration values, which are pulled at runtime by automation solutions. But, why use Assets, when I can just keep the values locally in my automations? Sure, but what data types can Orchestrator Assets store? Okay, but I need a value defined per Robot/Account, so I can’t use Assets, right? 1 2 3
- 30. 30 Leveraging Orchestrator Assets #2 Now that we know what Orchestrator Assets are and why we use them, we need to how we use them. Two main Activities for interacting with Assets: Get Asset Get Credential Though, you can also Set Asset values! 1 2 1 2
- 32. Making use of Orchestrator Queues
- 33. 33 Making use of Orchestrator Queues #1 An Orchestrator Queue is a list of items to be processed by automation solution(s). Orchestrator Queues: Enforce Unique-ness Support Robot Scaling Provide Process Metrics
- 34. 34 Making use of Orchestrator Queues #2 When making use of Queues, a common best practice is to split automation solutions into Dispatchers (shown below) and Performers.
- 35. 35 Making use of Orchestrator Queues #3 With the transaction items added to the Queue, the Performer will begin retrieving items and processing them.
- 37. How to publish a project in Studio
- 38. 38 Publishing a Project in Studio Once you have finished developing an automation solution, you can leverage the publish functionality in Studio to package/push your code to Orchestrator. Publishing: Validation errors will prevent successful publishing.
- 40. 40 Deployment to Orchestrator With our automation solution package in Orchestrator, we need to create a new process and assign it our published package.
- 41. Demo
- 42. 42 Log into UiPath Academy www.academy.uipath.com > go to the Learning by Role page > enroll for the RPA Developer Foundation course > go through the lesson titled - Email Automation with Studio, - O” Feel free to ask any questions in the UiPath Forum Please remember to use the RPA Summer School Category or Tag What’s next?