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Learning Robotic Process Automation

By : Alok Mani Tripathi

3.5 (19)

Learning Robotic Process Automation

3.5 (19)

By: Alok Mani Tripathi

Overview of this book

Robotic Process Automation (RPA) enables automating business processes using software robots. Software robots interpret, trigger responses, and communicate with other systems just like humans do. Robotic processes and intelligent automation tools can help businesses improve the effectiveness of services faster and at a lower cost than current methods. This book is the perfect start to your automation journey, with a special focus on one of the most popular RPA tools: UiPath. Learning Robotic Process Automation takes you on a journey from understanding the basics of RPA to advanced implementation techniques. You will become familiar with the UiPath interface and learn about its workflow. Once you are familiar with the environment, we will get hands-on with automating applications such as Excel, SAP, Windows and web applications, screen and web scraping, working with user events, and we'll cover exceptions and debugging. By the end of the book, you'll not only be able to build your first software robot, but you'll also wire it up to perform various automation tasks with the help of best practices for robot deployment.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

What is Robotic Process Automation?

What is Robotic Process Automation?

Scope and techniques of automation

Robotic process automation

About UiPath

The future of automation

Summary

Record and Play

Record and Play

UiPath stack

Downloading and installing UiPath Studio

Learning UiPath Studio

Task recorder

Step-by-step examples using the recorder

Summary

Sequence, Flowchart, and Control Flow

Sequence, Flowchart, and Control Flow

Sequencing the workflow

Activities

Control flow, various types of loops, and decision making

Step-by-step example using Sequence and Flowchart

Step-by-step example using Sequence and Control flow

Summary

Data Manipulation

Data Manipulation

Variables and scope

Collections

Arguments – Purpose and use

Data table usage with examples

Clipboard management

File operation with step-by-step example

CSV/Excel to data table and vice versa (with a step-by-step example)

Summary

Taking Control of the Controls

Taking Control of the Controls

Finding and attaching windows

Finding the control

Techniques for waiting for a control

Act on controls – mouse and keyboard activities

Working with UiExplorer

Handling events

Revisit recorder

Screen Scraping

When to use OCR

Types of OCR available

How to use OCR

Avoiding typical failure points

Summary

Tame that Application with Plugins and Extensions

Tame that Application with Plugins and Extensions

Terminal plugin

SAP automation

Java plugin

Citrix automation

Mail plugin

PDF plugin

Web integration

Excel and Word plugins

Credential management

Extensions – Java, Chrome, Firefox, and Silverlight

Summary

Handling User Events and Assistant Bots

Handling User Events and Assistant Bots

What are assistant bots?

Monitoring system event triggers

Monitoring image and element triggers

Launching an assistant bot on a keyboard event

Summary

Exception Handling, Debugging, and Logging

Exception Handling, Debugging, and Logging

Exception handling

Common exceptions and ways to handle them

Logging and taking screenshots

Debugging techniques

Collecting crash dumps

Error reporting

Summary

Managing and Maintaining the Code

Managing and Maintaining the Code

Project organization

Nesting workflows

Reusability of workflows

Commenting techniques

State Machine

When to use Flowcharts, State Machines, or Sequences

Using config files and examples of a config file

Integrating a TFS server

Summary

Deploying and Maintaining the Bot

Deploying and Maintaining the Bot

Publishing using publish utility

Overview of Orchestration Server

Using Orchestration Server to control bots

Using Orchestration Server to deploy bots

License management

Publishing and managing updates

Summary

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PDF plugin

PDF stands for Portable Document Format and it is used to keep the document platform independent. Why do we use PDF?

Suppose we have a Microsoft Word 2007 application installed in our system and we make a .doc file. This doc file can be opened on any system. Consider a system with Microsoft Word 2017 installed on it. If we view that doc file in this application, the format of the application is not going to be the same. This is because both Microsoft applications have different sets of architecture and specifications. Their format is not the same.

Here, PDF comes into action. It remains the same across all systems. That is why all confidential documents are sent or received using PDF. Also, if you do not want to change the behavior of the document across different platforms, you should convert the document into the PDF format.

To use any PDF activities, you have to...

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