Book Image

Learning Robotic Process Automation

By : Alok Mani Tripathi
Book Image

Learning Robotic Process Automation

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.

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Table of Contents (12 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
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
2
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
3
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
4
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
5
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
6
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
7
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
8
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
9
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
10
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
11
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Record and Play

The facility of recording user steps on a computer and playing them back has made Robotic Process Automation (RPA) highly successful. Without this feature, the adoption of the technology might have been very slow and it would have been seen as another automation/scripting tool.

In the previous chapter, we gained a basic understanding of Robotic process automation. In this chapter, we will see how to use the recorder as the first step of automation in our journey. Before that, let us understand the UiPath tool and learn how to install it (you can only use the recorder after installing it). We will cover:

  • The UiPath stack and components of the platform.
  • How to download and install UiPath components.
  • Understanding the Project Studio in detail. The Project Studio is the place where developers spend most of their time configuring the Robots.
  • The recorder, with two...
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