Ui path| RPA

RPA OVERVIEW
> Robotic automation is the application of software to automate tasks
and processes otherwise performed by humans. To Simplify, robotic
automation is software automating software.
>Software robots can fully automate essential business transactions
through Robotic Process Automation (RPA) or optimize the way
people work with Robotic Desktop Automation (RDA).
>The goal of robotic automation is an improved customer experience
and operational excellence through increased efficiency,
performance, and agility in the day-to-day activities across the
enterprise.
>What distinguishes RPA from traditional IT automation is RPA
software's ability to be aware and adapt to changing circumstances,
exceptions and new situations.

UI PATH PRODUCT
SUITE
1. UIPath Studio:
- Designer to build automated processes.
- Powerful Recorder.
-Code less and Rich library templates.
2. UIPath Robot:
UiPath Robot executes processes with faultless precision. It can run assisted,
automatically executing tasks under your employees' control and supervision, or
unassisted, processing high-volume work independently from human interaction.
3. UIPath Orchestrator:
-Orchestrator manages your entire workforce, handling all the critical enterprise
duties: release management, centralized logging, reporting, auditing and
monitoring, remote control, workload balancing and asset management.

UIPATH
STUDIO
1. Activities pane
2. Library pane
3. Project pane
4. Main view
5. Properties pane
6. Variables |Arguments|Imports
7. Output

UIPATH | WORKFLOWS
Types:
Sequences:
Flowcharts
State machines
Sequences are the smallest type of workflow. They are suitable to linear processes as
they enable you to go from one activity to another seamlessly, and act as a single
block activity. One of the key features of sequences is that they can be reused time and
again, as a standalone workflow or as part of a state machine or flowchart.
Ex: Create a sequence to take information from a .pdf file and add it to a spreadsheet,
and reuse it in a different setting, while changing just a few properties
Flowcharts can be used in a variety of settings, from large jobs to small projects that
you can reuse in other workflows.
The most important aspect of flowcharts is that, unlike sequences, they present
multiple branching logical operators, that enable you to create complex business
processes and connect activities in multiple ways.
A state machine is a type of workflow that uses a finite number of states in its
execution. It can go into a state when it is triggered by an activity, and it exits that
state when another activity is triggered.
Another important aspect of state machines are transitions, as they also enable you to
add conditions based on which to jump from one state to another. These are
represented by arrows or branches between states.
There are two activities that are specific to state machines, namely State and Final
State, and they are found under Workflow > State Machine.

UIPATH STUDIO | ACTIVITIES
- Drag and drop + Point and click automation
- Hundreds of Built-in libraries that help automate more tasks faster.
- Some examples of activities supported are:
: Windows /web based application
: Read/write Excel and CSV files
: working with PDF
: Word, XPS, Database, Mail API (SMTP,Outlook etc), Terminals
- Best in Citrix Automation
- Image Recognition engines available(Microsoft, Google and ABBYY)

UIPATH ACTIVITIES
UI Automation
User Events
App Integration
System
Programming
Workflow
Cognitive
Orchestrator

UIPATH SELECTORS
UiPath uses what we call selectors.
These store the attributes of a
graphical user interface element and
its parents, in the shape of an XML
fragment.
Selectors are stored in
the Properties panel of activities,
underInput > Target > Selector. All
activities related to graphical elements
have this property.

UIPATH
EXPLORER
-UIPath Explorer is a tool used
to recognize the elements of
the active applications.
-UIPath has a unique way of
identifying elements.
-UIPath Selectors used can be
customized accordingly by
modifying the attribute values.

UIPATH
VARIABLES
In UiPath Studio, variables are
used to store multiples type of
data. Another key aspect of
variables is that their value can
change so that you can, for
example, control how many
times the body of a loop is
executed.
The data stored within a variable
is called a value, and it can be of
multiple types. In UiPath, we
support a large amount of types,
ranging from generic value, text,
number, data table, time and

From the Variables panel:
In the Main panel, click Variables.
The Variables panel is displayed.
Click the Create Variable line. A new
variable with the default values in
displayed.
Promoting Variables to Global Scope
Some variables, when created directly in
an activity (from the context menu of an
activity), are automatically given the
smallest scope they belong to. To make
them available in your entire workflow,
do the following:
Click the smallest container in a
workflow.
On the Design ribbon tab, in
the Variables group, select Manage
Variables > Promote to Global Scope. All
the variables used in the selected
container now have a global scope.

ARGUMENTS
Arguments are used to pass data
from a workflow to another. In a
global sense, they resemble
variables, as they store data
dynamically and pass it on. Variables
pass it to other activities, while
arguments pass it to other
workflows. As a result, they enable
you to reuse workflows time and
again
Due to the nature of arguments, you
are going to use them a lot in
relation with the Invoke Workflow
File and Launch Workflow
Interactive activities. They can be
found in the Activities panel,
under Workflow > Invoke and they
enable you to browse for a

IMPORTED NAMESPACES
VB.Net namespaces in UiPath Studio
represent containers that store
different types of data. They enable
you to define the scope of your
expressions, variables and arguments.
For example, if you have
the System.Data namespace imported,
you can further
use DataTable, DataView, DataColumn
, DataRowand other classes that are
available in it, without having to
always
type System.Data.DataTable and so
on.
All imported namespaces are
displayed in the Imports panel. Note
that some namespaces are
automatically imported when you
browse for a .Net type variable or
argument, for example.
To open this panel, click Imports in
the Main panel.

CONTROL
FLOW
All of these activities can be found in
the Activities panel, under Workflow >
Control Flow.
They enable you to define rules and
automate decisions for a given workflow,
through if…else or for each statements or
loops, as well as add delays so that you can
perfectly time two activities.
Loops represent an important part of
workflows as they enable you to easily check
dependencies between variables, activities
and conditions. They are created once and
enable you to iterate data a specified
number of times, until a condition is met,
once for each item in a collection or
indefinitely.

UIPATH RECORDING
Recording is an important part of
UiPath Studio, that can help you
save a lot of time when
automating your business
processes. This functionality
enables you to easily capture a
user’s actions on the screen and
translates them into sequences
Recordable Non-recordable
•Left-click on buttons, check boxes, drop-
down lists and other GUI elements
•Text typing
•Keyboard shortcuts
•Modifier keys
•Right-click
•Mouse hover
Regardless of the type of recording selected,
some actions are recordable and some are not.

RECORDING TYPES
Basic – generates a full selector for each
activity and no container, the resulted
workflow is slower than one that uses
containers and is suitable for single
activities.
Desktop – suitable for all types of desktop
apps and multiple actions; it is faster than
the Basic recorder, and generates a
container (with the selector of the top level
window) in which activities are enclosed,
and partial selectors for each activity.
Web – designed for recording in web apps
and browsers (supported: Internet
Explorer, Google Chrome), generates
containers and uses the Simulate
Type/Click input method by default.
Citrix – used to record virtualized
environments (VNC, virtual machines,
Citrix, etc.) or SAP, permits only image,
text and keyboard automation, and
requires explicit positioning.

CITRIX
RECORDIN
G
Automatic Recorder Manual Recorder
•Left-clicks on windows, buttons, check boxes, drop-down lists etc.
•Text typing
•Modifier keys
•Right-click
•Mouse hover
•Getting text
•Find elements and images
•Copy to Clipboard
To figure out if you should use automatic or manual recording in your workflow, you should better understand the differences
between them and their capabilities.

UI ELEMENTS
UI elements refer to all graphical
user interface pieces that
construct an application, be they
windows, check boxes, text
fields or drop-down lists, and so
on. Knowing how to interact with
them enables you to implement
UI automation much faster and
easier.
Input Actions Output Actions
•Clicks
•Text Typing
•Right-clicks
•Mouse hover
•Clipboard actions
•Etc.
•Getting text
•Finding elements and images
•Clipboard actions
•Etc.
Input Methods and Output or Screen Scraping
Methods.

UI ELEMENT PROPERTIESContinueOnError – specifies if the workflow
should continue, even if the activity throws
an error. This field only supports boolean
values (True, False).
DelayAfter – adds a pause after the activity,
in milliseconds.
DelayBefore – adds a pause before the
activity, in milliseconds.
TimeoutMS – specifies the amount of time
(in milliseconds) to wait for a specified
element to be found before an error is
thrown. The default value is 30000
milliseconds (30 seconds).
WaitForReady – wait for the target to
become ready, before performing the
activity. There are three available options:
 None – does not wait for the target to be ready.
 Interactive – waits until only a part of the app is
loaded.
 Complete – waits for the entire app to be loaded.
Target – identifies the UI element the
activity works with.

INPUT
METHOD
S
Input actions require you or the robot to directly interact with
an opened application or web page. There are three types of
input methods for click and type actions, that differ in terms of
compatibility and capability. We generally recommend
the Simulate Type/Click method as it is the fastest of the three
and works in the background, but only if you do not need to
send special keyboard shortcuts. If this does not work for you,
try the Windows Messages method and then the Default one, as
it is the slowest.
Method
Capabilit
y
Compati
bility
Backgro
und
executio
n
Speed
Hotkey
Support
Auto
Empty
Field
Default 100% no 50% yes no
Window
Message
s
80% yes 50% yes no
Simulate
Type/Clic
k
99% -
web apps
60% -
desktop
apps
yes 100% no yes

OUTPUT METHODS
Output or screen scraping
methods refer to those activities
that enable you to extract data
from a specified UI element or
document, such as a .pdf file.
To understand which one is
better for automating your
business process, let’s see the
differences between them.
OCR:
1. Google
2.Microsoft
MethodCa
pability
Speed Accuracy
Backgroun
d Execution
Extract
Text
Position
Extract
Hidden
Text
Support for
Citrix
FullText 10/10 100% yes no yes no
Native 8/10 100% no yes no no
OCR 3/10 98% no yes no yes
FullText is the default method, it is fast and accurate, yet unlike
the Native method, it cannot extract the screen coordinates of the
text.

DATA SCRAPING
Data scraping enables you to extract
structured data from your browser
to a database, .csv file or even Excel
spreadsheet.
Structured data is a specific kind of
information that is highly organized
and is presented in a predictable
pattern. For example, all Google
search results have the same
structure (a link at the top, a string
of the URL and a description of the
web page), which enables Studio to
easily extract the information, as it
always knows where to find it.
The scraping wizard can be opened
from the Design tab, by clicking
the Data Scraping button

IMAGE & TEXT AUTOMATION
To enable image and text-based process automation, UiPath Studio
features activities that simulate keyboard and mouse input, such as
clicking, hovering or typing, text recognition and OCR activities that use
screen scraping to identify UI elements, and image recognition activities
that work directly with images to identify UI elements. Specialized
recording wizards for Screen Scraping and Citrix recording can also
automatically generate the activities required for each process.
Image and Text automation is useful in situations when UI automation
does not work, such as in virtual machine environments, where selectors
cannot be found by using normal methods.

DEBUGGING
Debugging is the process of
identifying and removing errors
from a given workflow. Coupled
with logging and breakpoints, it
becomes a powerful functionality
that offers you information about
your project and step-by-step
highlighting, so that you can be
sure it is error-free.

MANAGING
PACKAGES The package manager
functionality enables you to
download activity packages,
libraries, frameworks, wrappers
and others, view the ones already
installed on your computer and
update them, as well as add and
remove your own.
These features are available
through the Manage Packages
window that you can open by
clicking the Manage
Packages button on
the Activities panel.

RELEASES
UiPath v2017.1
UiPath v2016.2
UiPath v2016.1

UIPATH ROBOT
The Robot is UiPath’s execution agent
that enables you to execute automation
projects built in Studio.
A Robot is installed as a Windows
Service by default. As a result, the
Robot can open Windows sessions
(interactive or non-interactive), and has
all the rights of a Windows service.
Types of Robots:
1. Attended
2. Unattended
3. Free
The UiPath Robot tray enables you to:
1. View all the available automation
processes
2. Start processes
3. View the running process and stop
them, as in the following screenshot

ROBOT <------------
>ORCHESTRATOR
1. From the Orchestrator and
Robot Settings window
2. From the command line
3. Using the Connection String

UIPATH ROBOT SETTINGS
Deploy the Robot to Orchestrator
On the Robot machine, do the
following:
In the system tray, click
the UiPath Robot icon. The UiPath
Robot window is displayed.
Click Advanced > Settings.
The Settings window is
displayed.

ORCHESTRATOR
UiPath Orchestrator is a web application that enables you to organize your UiPath Robots
in executing repetitive business processes.
Orchestrator lets you manage the creation, monitoring, and deployment of resources in
your environment, acting in the same as an integration point with third party solutions
and applications
Orchestrator Main Capabilities
Provisioning creates and maintains the connection between Robots and web application
Deployment - assures the correct delivery of the package versions to the assigned Robots
for execution
Configuration - maintains and delivers Robot environments and processes configuration
Queues - ensures the queues and queue items management
Monitoring - keeps track of Robot identification data and maintains user permissions
Logging - stores and indexes the logs to an SQL database and/or ElasticSearch
(depending on your architecture and configuration)
Inter-connectivity - acts as the centralized point of communication for 3rd party solutions
or applications

CONCEPTS OF UIPATH
ORCHESTRATOR
users Robots, Users
Roles Administrator, Robot
Robots
Environments
Packages
Processes
Assets
Queues & Transactions
Jobs
Schedules
Alerts
Logs
Audit

USERS
A user is an entity that stores the assigned role(s), email settings and
enables you to login to Orchestrator. A user’s view of Orchestrator is
dependent on the assigned roles.
There are two types of users: Robot and User. The Robot user is
automatically created when you deploy a Robot to Orchestrator, with
the Robot role.

ROLES
The Roles page enables you to manage
user permissions in Orchestrator. A
user’s view of Orchestrator is
dependant on the role(s) assigned to it.
By default, only
the Administrator and Robot roles
exist. They cannot be changed or
removed.

ENVIRONMENTS
An environment is a grouping of Robots, that is used
to deploy processes.
Multiple types of environments are available in
UiPath. The types are used to help your automation
team know how the Robot environments should be
used, as follows:
Dev - for development purposes;
Test - for testing what the development team has
created;
Prod - in production, after an automation project
has passed all the necessary tests.

PACKAGES
The Packages page displays all the projects published from
UiPath Studio, as well as the ones that were manually
uploaded. For more information, see Publishing a Project
from Studio to Orchestrator.

PROCESSES
The Processes page enables you to deploy an uploaded
package to Robot environments, manage previously created
associations and keep all your processes up to date. This
helps you distribute packaged on the Robot machines and
execute processes faster from the Jobs page.

JOBS
A job is the execution of a process on one
or multiple Robots. After creating a
process (deploying a package to an
environment), the next step is to execute
it with the assigned Robots. This can be
done manually from the Jobs page or in a
preplanned manner,
from the Schedules page.

ASSETS Assets usually represent shared variables or credentials that
can be used in different automation projects. They give you
the opportunity to store specific information so that the
Robots can easily have access to it

QUEUES
A queue is a container that enables you to hold
an unlimited number of items. Queue items can
store multiple types of data, such as invoice
information or customer details. This
information can be processed in other systems
- SAP or Salesforce, for instance.
New queues created in Orchestrator are empty
by default. To populate queues with items, to
change their status and process them, you have
to use Studio activities. As soon as queue items
are processed, they become transactions.

ALERTS
The Alerts page displays
notifications for Robots, queue
items, schedules, and jobs. The
notifications appear in real time
and have the following severity
levels: Info, Success, Warn, Error
and Fatal.

LOGS
The Logs page displays logs generated by
Robots. To make it easier to sift through
all the generated data, you can view it in a
filtered manner, as follows:
all logs generated by an indicated Robot,
from the Robots page
all logs generated by a Robot within an
indicated job, from the Jobs page
Messages are logged on the following
levels: Trace, Debug, Info, Warn, Error and
Fatal.
Custom messages can also be sent to this
page from Studio, with the Log
Message activity. The messages can be
logged at all the levels described above
and should be used for diagnostic
purposes.

AUDIT
The Audit page displays the audit
trail for actions performed by all
entities in Orchestrator.

RPA | UIPATH ROLES IN THE
INDUSTRY
> QA Software Engineer
> Robotic Process Automation
consultant
> Robotic Process Developer
> .Net Developer

UIPATH ACADEMY
CERTIFICATION PROGRAM1. RPA Developer Foundation Diploma
free of charge to those who have successfully
completed the RPA Developer Foundation Training,
through our massive open online courses platform.
The Final Test for the beginner-level diploma is
comprised of 45 questions, with no time limit.
Candidates must score a minimum of 70% to pass
the test.
The RPA Developer Foundation Diploma
acknowledges that the graduate has attained basic
knowledge about the UiPath components, features,
and technology, is familiar with UiPath methods of
automating business processes and is qualified for
enrolling in the RPA Developer Advanced Training.
2. RPA Developer Advanced Certification
The RPA Developer Advanced Certification is
available to candidates with strong programming
skills, who are expected to fulfill the role of RPA
Developer, RPA Service Support or RPA Solution
Architect in the future RPA Centre of Excellence.
The enrollment in the Certification exam can be
done through your company RPA Sponsor. The
exam is instructor-led and is organized into 2 parts:
the first part consists of an online quiz, with a 70%
passing score; the second part is a practical webinar
conducted by one of our RPA Experts, where
passing score is 70%.
Only those candidates who have already passed the
online quiz will be eligible for the practical
examination. The RPA Developer Advanced
Certification attests that the graduate has attained
in-depth knowledge about the UiPath components,
features, and technology, has successfully
automated a real life project based on UiPath best
practices and automation principles, and is now
qualified to fulfill any of the key technical roles such
as RPA Developer, RPA Solution Architect or RPA
Service Support within an RPA Center of Excellence.
Certification Fee: There is a certification fee applied
by the individual user. Please contact our Sales
department for the pricing model available for this

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