R PA R obot ic Process Aut om at ion

Not es:

G lobal Except ion al Han dler ~ > T h e j ob of R PA D ev elopers becom es easier by u sin g th is featu re, sin ce
t h e h an dler on ly n eeds t o be defin ed on ce per each aut omat ion proj ect an d, un like t h e T ry Cat ch
blocks, does n ot n eed t o be att ach ed t o each act iv it y . It will ex ecu t e ev ery t im e an act iv it y fails t o
execu t e.

R epo Browser ~ > It allows y ou t o browse th rou gh , open , and sav e sh ared au t om at ion proj ect s st ored in
T FS an d SVN reposit ories.

WebHook ~> R egardless of h ow com pl ex th e app n et work th at was in t egrat ed wit h O rch est rat or is,
in form at ion can be sen t t o a v ariet y of t ools su ch as dy nam ic case m an agem ent , bu sin ess process
m an agem ent or ev en cu st om er relat ion sh ip m an agem ent program s.

D ev elopm en t R obot D ecou plin g featu re ~ > a “ float in g” robot can be u sed bet ween mu lt iple m ach in es by
t h e Adm in ist rat ors in a D ev elopm en t en v iron m ent with out h av in g t o associat e it wit h a cert ain
m ach in e. In addit ion , St an dard At t en ded robot s can also be con v ert ed t o “ float in g” robot s. an d on ly
Adm in ist rat ors can access th is robot .

Activities Descriptions
VB - > Visu al Basic

T o creat e a v ariable click on act iv ity dialog box an d t h en creat e

Sin gle act iv it y can h av e m u lt iple in pu t boxes

M essage box is u sed t o prin t som e ou tpu t t o screen , gen erally u sed t o prin t th e v ariabes

O pen Browser- > T o open a browser by program

G et v isible T ext - > u sed t o in dicat e wh ich t ext t o work on an d in out put sect ion select t h e v ariable
n am e t o st ore t h e dat a

Writ e Lin e- > u sed t o writ e lin es

O pen Applicat ion -> u sed t o open an applicat ion

T ype Int o - > u sed t o writ e som et h in g in side t h e applicat ion

T o gen erat e n ew ran dom v alu es we can u se th e fu n ct ion new R an dom ( ) . Next ( ran ge)

T o close an y applicat ion , we can u se t h e close applicat ion act iv ity .

T o get th e path of t h e D eskt op , u se En v iron m ent . G et FolderPat h ( Env iron m en t. SpecialFolder. D eskt op)

For filt er wit h G mail Sm t p we can apply som et h in g like SU BJECT on e- key word - for- su bj ect

Propert ies

Presen t on righ t h an d side tab

u sed t o defin e wh at ou r act iv it y will do

In put

T it le - > defin es a m essage as for wh at th e in pu t is m ade for

Label - > u sed t o defin e th e qu est ion th e u ser will be prom pt ed wit h

R esu lt - > t h e v ariable t o st ore t h e inpu t t o

Variables

In U IPAT H v ariables can st ore differen t t y pes of dat a like

Nu m bers

T ext

Im ages

Files

Colors

D at a T ypes for variables are:

In t eger

St rin g ( bet ween " ")

Boolean ( T ru e or False)

G en eric ( All of t h e abov e)

Array of ( A list of an y t y pe)

D efau lt colum n in variable is u sed t o set som e defau lt v alue for an y variable

Scope is t h e region or field in side wh ich a v ariable will be v isible an d can be u sed

WorkFlows

T h ere are 3 t y pes of workflows in U IPAT H:

Sequ en ce ~> If ou r process is lin ear an d in v olv es execu t ion of sev eral con secu t iv e act ion s, it s best

Flowch art ~> If ou r process in v olv es com plex conn ect ion s bet ween act iv it ies , t h en flowchart s are m ore
con v en ien t

State Machine->
Assign

It is u sed t o assign som e v alu e t o a v ariable

som et h in g like x= 7 wit h x as v ariable

Con t rol Flow

It is th e process of defin in g th e ru les an d t h e au t omat ic decision s t h at will be t aken du rin g t h e

execu t ion of workflow, t h rou gh th e u se of if/ else decision s, loops, an d so on .

O perat ors

% is repres en t by m od

! = is represen t by < >

= = is represen t by =

* * is represen t ed by ^

/ / is represen t ed by \

Bin aray left sh ift operat or is represen t ed as < <

Bin aray righ t sh ift operat or is repres en t ed as > >

FlowCh art

T o ch eck som e in con dit ion in side a flow chart we u se Flow D ecision

Sequ en ce

It u ses If act iv it y for ch eckin g codit ion s

It con sist s of 3 colu mn s

Con dit ion ~> ch eck t h e T ru e or False con dit ion

T h en ~> it does t h e work if a specific con dit ion is set T ru e

Else ~> t h is block is ru n wh en t h e con dit ion is fou n d False

Loops

Loops are st ru ct u res m ost oft en u sed t o au t om at e repeat itiv e t asks

easily im plem en t ed in Flowchart s

Always m ake su re t o prov ide an exit poin t in t h e flowch art

T ypes of Loops in Sequ en ce

1 . wh ile Loop ( pre - con dit ion ch eck)

2 . D o Wh ile Loop ( post - con dit ion ch eck)

3 . For Each Loop ( it works on it erat ion ov er it em s of a list j u st like it erat ion in py th on list )

Sel ect Folder

it is an act ion th at allows y ou t o access all files in side t h e specifed folder

T o get files from a folder, in t h is M isc sect ion of Select Folder t y pe in t o th e Valu e field

t o get t h e list of files u se th e comm an d D irect ory . G et Files( pat h - of- folder)

T ype of variable sh ou ld be array of st rin gs Sy st em . St rin g( )

G en eric Valu e M et h ods

Cert ain fu nct ion s in bu ild in U IPAT H th at are h elpfu l in t y pe con v ersion are :

Split

R eplace

Su bst rin g

Len gt h

Con t ain s

T rim

In dexO f

T oU pper, T oLower

T oIn t

T oSt rin g

D at a M anu plat ion

Scalar Variables ~ > Holds a sin gle v alu e of a fixed ty pe, for exam ple Ch aract ers , Boolean s , Num bers,
D at e T im es

Coll ect ion s ~> Like Array s, List s an d Qu eu es or St rin gs, D ict ion aries

T ables ~> A T able is siilar t o an array of dict ion aries wh er e v alu es are accessible by row in dex an d
colu m n n am es

G en eric Valu e ~ > It can represen t basic ty pes of dat a, in clu din g t ext , nu m ber an d dat e/ t im es.
ct rl + k creat e t h e variable wit h appropriat e dat a t y pe in propert ies of a part icu lar act iv ity

G et Password

By defau lt U iPath is n ot able t o t y pe in a st rin g int o a password elem en t

For t h at pu rpose, we u se G et Password act iv it y t o creat e or con v ert a st rin g t o password t y pe v araible
qwert y12345 t o * ** * * ** *

Aft er creat in g a password t y pe v ariable sim ply u se T y pe Int o act iv it y t o perform t h e t ask

T o con v ert Sy st em. Secu reSt rin g t o Sy st em . St rin g , we u se new

Syst em . Net . Net workC reden t ial( St rin g. Em pt y , Secu reSt rin g) . Password

Array an d List s & D ict ionary

T O defin e an array t y pe variable, wit h v ariable t y pe Array of T or St rin g[ ] an d defau lt array can also be
writ t en

T o defin e an list we set t h e variable dat a ty pe as List< St rin g> an d wit h defau lt v alu e as n ew List ( of
St rin g) from [ 'v 1 ', 'v 2 ']

In v oke M et h od is u sed t o appen d n ew elem en t s t o th e List

D ict ion ary h as t h e dat a t y pe D ict ion ary < St rin g, St rin g> an d v alu es can be appended t o it u sin g
sim ply Assign fun ct ion an d works like n orm al dict ion ary does

Syn t ax for dict ion ary is n ew D ict ion ary (O f St rin g, In t 32 ) From { { "key 1 ", v al1 } , { "key 2 ", v al2 }}

St rin g Fu nct ion s

T h e st rin g fun ct ion s h ere works sim ilarly as py th on

For exam ple, t o ch eck if a St rin g con t ain s a part icu lar word j u st u se v ariable- n am e. Cont ain s(word - t o-
fin d)

In Split ( " "c) fu n ct ion , we can u se ct rl + sh ift + space t o find all kin ds of exam ples we can u se
wit h split m et h od

c in Split st an ds for t oCh arArray

In split fu nct ion we can pass m ore t h en on e delim et er t o split st rin g u sin g
an array as v ariable. Split ( { "word1 ", " word2 "} , St rin gSplit O pt ion s. Non e)

U iPat h offers 2 differen t act iv it ies t o apply regu lar expres sion on t ext :

M at ch es - > prov ides a list of all m at ch es from a st rin g based on prov ided regu lar expression , ou t pu t
syn t ax is like O u tpu t- v ariable( it em - n o). v alu e with dat a t ype as Sy st em .T ext . R egu larExpression s. M at ch

IsM at ch - > It ch ecks for a sin gle v alu e, if it m at ch es a particu lar v alu e or n ot - > ou t pu t as T ru e or False

T o replace m u lt iple n ew lin es, spaces, t abs, blan k lin es et c, we can u se St rin g. Join ( " ", Variable -
Nam e. Split ( { En v iron m en t. NewLin e, v bcrlf, v blf, "
", v bt ab,v bcr, v bNewLin e} , St rin gSplit O pt ion s. R em ov eEm pty En t ries) )

T o get th e ASCII Valu e of an y charact er, we can u se Conv ert . T oBy t e( Con v ert . T oChar( v ariable) ) and can
lat er con v ert t o in t for m an ipu lat ion

Han dlin g T ext

T o prin t dat e ju st u se th e fun ct i on Now. T oSt rin g

T o prin t on ly M on t h And Year u se Now. T oSt rin g( 'M MM M y y yy ')

D at et im e. ParseExact ( “1 2 / 0 5/ 2 0 1 9” , “ dd/ M M/ y y y y” , Sy st em .G lobalizat ion . Cu lt u reIn fo. In v ariant Cu lt u re) t

o con v ert a st rin g t o D at eT im e dat a t y pe
T able Act iv it y

R ead csv files by u sin g act iv it y R ead CSV

T o creat e a T able from csv file u se t h e fu n ct ion ou t pu t dat a t able

it is preferable u sed wh ile web scrappin g

T o access dat a from t able ju st like D BM S u se som et h in g like v ariable- n am e. Select ( "con dit ion ")

T able- Nam e. Sel ect ( "Age > 2 0 AND Age < 5 0 ") . CopyT oD ataT able

T o access a specific colum n of a specific row , u se sampleD at a.R ows( 0 )( "Nam e") . T oSt rin g

We m u st u se [ ] with th e Select m et h od wh en th e colu mn nam e con tain s spaces.

Accessin g a specific v alu e from a row, row( "First ") . T oSt ring

T o color an y cell, we can u se set color ran ge act iv it y wh ich t akes an Sy st em. drawin g. Color. red v ariable
t o h igh light an y cell wit h part icu lar color

Q u iz Lesson 3

How can a st rin g v ariable called m y St rin g be con v ert ed t o an all - capitals repres en t at ion for fu tu re u se?
An s. By u sin g an Ass ign act iv it y wit h my St rin g on t h e left side an d m y St rin g. T oUpper on th e righ t side.

Wh ich . Net m et h od of th e dat at able obj ect can be u sed t o filt er a t able by a con dit ion ? An s. Select

Wh ich act iv it y can be u sed t o loop th rou gh each row from a D ataT able? An s. For Each R ow

Wh ich act iv it y can be u sed t o m odify t h e valu e of an exist in g cell in a D at aT able? Ans. M odify Cell
Act iv it y

How can you iden t ify a colum n in a dat a table? ( Select all t h at apply . ) An s. U sin g colu mn in dex and
n am e

Wh ich of t h e followin g stat em en t s are t ru e regardin g t h e O u t pu t D ataT able act iv it y ? An s. R etu rn s t h e

dat a con t ain ed in a Dat aTable as a st rin g in a csv form at

T h e St rin g. Form at( “ In put = { 0 } an d Ou t pu t = { 1} ” , “ 1 ” ,” 2 ”) expression ret u rn s wh ich of t h e followin g

t ext : An s. In put = 1 an d O ut put = 2

How can we t est if a giv en address ( a st rin g v ariable calle d fu llAddress) can be foun d on a part icu lar
st reet ( a st rin g variable called st re et Nam e) ? An s. fu llAddress. Con t ain s( st reet Nam e)

How can t h e in dex int eger v ariable be display ed in side a Message Box act iv it y ? An s. “ Cu rren t in dex is:
“ + in dex. T oSt rin g

R ecordin g

Sin gle t im e ESC pau se t h e recordin g

D ou ble T im e Esc St op th e recordin g

T o u se som e kin d of h ot - key s , do t h e followin g

Press Esc on ce ~ > T o pau se th e recordin g

In Type opt ion u se th e sen d Hot key opt ion t o u se an y sh ortcu t

F2 pau ses t h e recordin g for 3 seconds

R igh t - click exit t h e recordin g

In web recordin g , it will work sim ilarly as selen iu m wait ing t im e

U iPat h h as 4 t y pes of R ecordin g:

Basic

D eskt op

Web
Cit rix

Cit rix is u sed for aut om at in g stu ff with v irtu al m ach in es

T h e recorder is able t o reco rd:

left clicks on but t on s, ch eckboxes and oth er clickable it em s

T ypin g in t o edit able fields

Som e n on - recordable t h in gs t o rem em ber are: T h ese are M an u al R ecordin g

Keyboard Sh ort cu t s

M od ifier Keys

R igh t click

M ou se h ov er

et c

D eskt op recorde r is differen t from basic j u st becau se it prov ides a cont ain er based workflow t hat is
differen t act ion s in sam e applicat ion are separat ed by differen t con t ain ers

In dicat e on Screen is a good fu nct ion t h at can be u sed t o ch an ge th e snapsh ot u sed for au t om at ion

T ext fun ct ion in recorder h as copy fun ct ion , t h at can be used t o copy som e t ext an d st ore in
a v ariable wh ich is creat ed it self

Basic R ecordin g

gen erat es a fu ll select or for each act iv it y an d n o con t ain er, t h e resu lt ed aut om at ion is slower t h an on e
t h at u ses con t ain ers an d is su itable for sin gle act iv it ies.

Act ion s are self - con t ain ed

Sim pler Wo rkflow

Can cau se in t erferen ce

D eskt op

su it able for all t y pes of deskt op apps an d mu lt iple act ion s ; it is fast er t han t h e Basic recorder, an d
gen erat es a con t ain er ( wit h t h e select or of t h e t op - lev el win dow) in wh ich act iv it ies are en closed, an d
part ial select ors for each act iv it y .

Act ion s are cont ain ed in side an Att ach Win dow compon en t

No in t erfer en ce issu es

M ore Com plex workf low

Web R ecorin g

design ed for recordin g in web apps an d browsers, gen erat es con t ain ers an d u ses th e Sim u lat e
T ype/Click in put m eth od by defau lt .

Cit rix

u sed t o record v irt u alized en v iron m en t s ( VNC, v irt u al mach in es, Cit rix, et c.) o r SAP, perm it s on ly
im age, t ext an d key board au t om at ion , an d requ ires explici t posit ion in g.

T h e Cit rix R ecordin g t oolbar en ables y ou t o:

Click an im age or t ext

Sim u lat e keyst rokes or h ot key s

Sel ect an d copy t ext from a win dow

Scrape U I elem en t s

Look for el em en t s or wait for th em t o v an ish

Fin d an image or wait for it t o van ish

Act iv at e a win dow

M anu al R ecordin g

Variou s t ypes of sin gle act ion s th at can n ot be aut om at ed by sim ple recordin g are don e u sin g m an u al
recordin gs

Variou s T ypes of Sin gle Act ion s are :

St art an d St op an App or Browser ~ > T h ese sin gle act ion s en able y ou t o open an app or browser, as well
as close t h em , by poin t in g and clickin g th em .

Click ~> T h ese t ypes of act ion s en able y ou t o record clicks on th e deskt op or a run n in g applicat ion ,
selec t an opt ion from a drop - down list or com bo box, and select a ch eck box or a radio bu tt on

T ype ~> T h ese sin gle act ion s inclu de th ose t h at requ ire inpu t from th e key board, su ch as key board
sh ort cu t s and key presses. T o ach iev e t h is, t wo pop -u p windows are u sed t o ret riev e y ou r key board
in pu t.

Copy ~> T h ese act ion s en able y ou t o copy a select ed t ext from an o pen ed applicat ion or web browser,
so t h at you can u se it lat er in t h e proj ect . Screen scrapin g is also av ailable un der t h e Copy m en u, as it
en ables you t o ext ract im ages an d t ext from an app or browser.

M ou se Elem en t ~ > T h ese t ypes of act ion s enable y ou t o sim u lat e m ou se m ov em ent s th at can n ot be
record ed bu t giv e y ou access t o m ore fu n ct ion alit ies, such as righ t -clickin g, h ov erin g or dou ble -
clickin g.

Fin d Elem en t ~> Th ese t y pes of sin gle act ion s en able y ou to iden t ify specific U I elem en t s or pau se th e
au t om at ion u nt il a part icu lar win dow closes or an U I elem en t is n o lon ger display ed. Th e fin d relat iv e
elem en t act ion is u sefu l with apps t h at do n ot allow direct in t eract ion wit h U I elem en t s, su ch as
Cit rix.

Win dow Elem en t ~ > Win dow elem en t act ion s enable y ou t o close win dows. Stu dio does th is by h ookin g
in th e operat in g sy st em t o m ake su re t h e applicat ion is closed.

T ext ~> T ext sin gle act ion s en able y ou t o select or h ov er ov er t ext t o m ake t oolt ips v isible for
scrapin g, righ t- click t o make t h e con t ext m en u v i sible, copy and past e t ext an d m any oth ers.

Im age ~> Im age sin gle act ion s en able y ou t o wait for a specified im age t o disappear, t o fin d a specific
im age in an app or websit e, righ t - click or h ov er ov er an im age an d ot h ers. T h is t y pe of m anu al
recordin g can be u sefu l wit h U I elem en t s t h at are sav ed as graph ics, as th ey can n ot be h igh ligh t ed as
n orm al fields or t ext

Lesson 4 Qu iz

How can you delay t h e Au t om at ic R ecordin g? An s. By h it t ing t h e F2 key

Can you com bin e aut om at ic recordin g wit h st ep - by- st ep recordi n g in th e sam e recordin g sequ en ce?
An s. Yes

Wh ich recordin g wizard wou ld y ou u se t o au t om at e Virt ual M ach in e act ion s? An s. Cit rix R ecordin g

Wh en is it recom m en ded t o u se D eskt op recordin g? An s. Wh en y ou au t om at e m ore st eps in t h e sam e

win dow

Wh ich con t ain er will Basic R ecordin g gen erat e? An s. No con t ain er

D at a Scrapin g

D at a Scrapin g is a fun ct ion wh ich can be u sed t o R ecord any kin d of data wh ich is available in lin k form

For an y kind of lin k t o be ext ract ed as dat a, y ou n eed t o specify at least two lin ks t o get h er

T h en click on n ext and prov ide th e colu mn nam es of each colu m n or dat a t y pe y ou wish t o scrap dat a
an d wan t in csv or excel file

T o ext ract m ore data of differen t t y pe , click on Ext ract corr elat ed dat a an d follow t h e abov e st eps
on ly

T h e m axim um n um ber of fields repres en t t h e n um ber of ent ries y ou wish t o scrap ov er t h e webpage

Aft er t h is, click on fin ish an d click on t h e n ext but t on ov er t h e webpage from wh ich y ou are scrapin g
t h e data
T h e abov e t ask will m ake su re t h at th e page will be c lick n ext as soon dat a from sin gle page is
ext ract ed su ccessfu lly

D at a Scrapper is also able t o ext ract a t abu lar dat a as well v ery easily , as it ext ract s t h e t able it self
on j ust sin gle click

In put M eth ods

D efau lt (G en erally u sed, h ot key s can be u sed)

Win dow M essages( Can work in backgrou n d,h ot key s can be u sed)

Sim u lat e T ype (Fast est ,u sed or prefered wit h Virt u al Machin es, h ot key s can n ot be u sed)

O u t pu t Screen Scrapin g

Fu ll T ext ~> High speed an d accu racy , can work in backgrou n d an d able t o ext ract t h e h idden t ext

Nat iv e ~> G et t ext by posit ion with h igh speed bu t u n able t o work in backgrou n d

O CR ~> u ses google an d m icrosoft O CR an d works great with cit rix au t om at ion

U I Act iv it ies Propert ies

T h ere are m u lt iple act iv it ies th at can be u sed t o au t om at e apps or web - apps an d y ou can fin d t h em in
t h e Act iv it ies pan el, u n der th e U I Au t omat ion cat egory .

Con t in u eOn Error – specifies if t h e au t omat ion sh ou ld con t in u e, ev en if th e act iv it y t h rows an error.
T h is field on ly su pport s boolean v alu es (T ru e, F alse) . T h e defau lt v alu e in th is field is False.

D elayAft er – adds a pau se aft er t h e act iv it y , in m illisecon ds.

D elayBefor e – adds a pau se before t h e act iv it y , in m illisec on ds.

T im eou t M S – specifies t h e am oun t of t im e ( in m illisecon ds) t o wait for a specif ied elem en t t o be foun d
before an erro r is t h rown . T h e defau lt valu e is 3 00 0 0 m illisecon ds ( 3 0 secon ds).

Wait ForR eady - Before perform in g t h e act ion s, wait for the t arget t o becom e ready . Th e followin g
opt ion s are av ailable:

Non e - D oes n ot wait for an yt h in g except th e t arget U I ele m en t t o exist before execu t in g th e act ion

In t eract iv e/Com plet e - Wait s all of t h e UI elem en t s in t h e t arget app t o exist before act u ally execu t in g
t h e act ion .

Lesson 5 Qu iz

Wh ich is t h e best opt ion for scrapin g t ables from a web page?
An s. D at a scrapin g wizard

Wh at is t h e Dat a Scrapin g wizard for? ( Select all t h at apply. )

An s. [ Ext ract in g wh ole t ables from th e web or oth er applicat ion s, Ext ract in g correlat ed dat a from t h e
web or ot h er applicat ion s]

By u sin g th e Fu ll T ext scrapin g m e t h od, t h e robot is able to:

An s. [ G et edit able t ext . ,G et h idden in form at ion. , G et t h e en t ire v isible t ext . ]

Wh ich of t h e t ext ext ract ion m et h ods can ret u rn th e h idden t ext from a U I elem en t ?
An s. Fu llT ext

Wh ich of t h e followin g t ext scrapin g m et h ods preserv e t h e t ext posit ion?

An s. [ O CR , Nat iv e]

Sel ect ors

Sel ect ors are t h e way we iden t ify U ser Int erface elem en t s on th e screen . T h ey are a xm l st rin g wh ich
con t ain som e propert ies t h at un iqu ely defin e th e specified elem en t .

T h ese are of 2 ty pes:

Fu ll Sel ect ors ~ > U sed in gen eral au t om at ion

Part ial Sel ect ors ~ > Com es in u se wh en cont ain erisat ion aut om at ion is don e

A select or h as t h e followin g st ru ct u re: <n ode_ 1 / >< n ode_ 2/ > . . . <n ode_ N/ >
WildCards

T h ere are basically 2 t y pes of wildcards in U iPath t h at are:

* ~> R eplace an y nu m ber of ch aract ers

? ~> R eplace exact ly on e ch aract er

High ligh t

It is an act iv it y th at is u sed t o sim ple High ligh t an U I Elem en t as t h e n am e su ggest es

U IExplore r

It is Au t om at ion T ool wh ich is u sed t o easily m an age or edit t h e Select ors

T o add som e v ariable in side th e select or t h e followin g way sh ou ld be followed

<win d som e- select ors - code "+ v ariable n am e + " fu rth er sel ect or code>

It is u sed t o be able t o aut om at e an d m an age dyn am ic sele ct ors faced du rin g web au t omat ion

An ch or Base Act iv it y

T h is act iv it y is u sed t o fin d elem en t s wit h un reliable s elec t ors

It u ses t h e posit ion of elem en t s on screen

Fin d Elem en t t h is colu m n is u sed t o in dicat e th e reliable f ield in t h e elem en t we wish t o search for ou r
au t om at ion su ch as t h e n am e of th e field

Act iv it y Field is u sed t o declare t h e t ask t o be don e on ce th e in dicat ed elem en t or field is fin ded
by Anch or Base Act iv it y

An ch or P osit ion ~ > it is t h e propert y of t h is act iv ity wh ich can be u sed t o defin e t h e posit ion wh ere t h e
requ ired e lem en t t o search for

R elat iv e Sel ect or

It works in backgrou n d an d relies on t h e in t ern al st ru ctu re of applicat ion

Propert ies

Variou s propert ies of s elect o rs are:

Validat e ~>Th e but t on sh ows th e st atu s of t h e select or by ch eckin g th e v alidit y of th e select or

defin it ion an d t h e v isibilit y of th e t arget elem en t on t h e screen .

In dicat e Elem en t ~ > Indicat e a n ew UI elem en t t o replace th e prev iou s on e.

R epair ~> En ables y ou t o re - in dicat e th e sam e t arget U I elem en t and repair t h e select or. T h is operat ion
does n ot complet ely replac e t h e prev iou s select or. T h e but t on is av ailable on ly wh en th e select or is
in v alid.

High ligh t ~> Brin gs th e t arget elem en t in t h e foregrou n d. T h e h igh ligh t st ay s on u n t il t h e opt ion is
disabled wit h a click. T h e bu t t on is en abled on ly if t h e select or is v alid.

Edit At t ribut es ~ > Con t ain s all th e applicat ion com pon en t s n eeded t o iden t ify th e t arget applicat ion ( a
win dow, a bu t t on et c. ). Th is sect ion is edit able.

Edit Select or ~ > Holds t h e actu al select or. T h is sect ion is edit able.

O pen in U I Explorer ~ > Laun ch es t h e U I Explorer. T h e opt ion is en abled on ly for v alid select ors.

Lesson 6 Qu iz

Can v ariables be u sed t o bu ild dyn am ic sel ect ors? An s. Yes

How can you see t h e fu ll list of at t ribut es of U i elem en t s? An s. By u sin g th e U iExplorer t ool.

Wh at is a Select or? An s. Th e “ pat h ” t o t h e U I elem en t , st art in g from th e root , all t h e way t o t arget
elem en t .

Wh ich of t h e followin g is t ru e reg ardin g t h e An ch or Base act iv it y ? An s. U se th e screen posit ion of th e

an ch or an d t h e target elem en t .
Wh at are th e su pport ed wildcard ch aract ers for select ors in U iPat h St u dio? An s. * an d ?

Im age an d T ext Au t om at ion

M ou se Act iv it ies

U sin g click im age we can click on alm ost an y th in g t h at is bu t t on, ch eckbox, t ext field et c

Click T ext u ses oCR t o scan th e screen of Virt u al M ach in e.. . wh ere as click im age fast er and m ore
reliab le u t fails on ly if backgrou nd color ch an ges

T h is is don e u sin g Im age R ecordin g , it is preferred t o be u sed wh en we are workin g on an im age of a

syst em th at cou ld be referred as t h e AWS in st an ce or a Virt u al Box

In th is , th e m ain fun ct ion of recordin g is click image an d t h e recordin g t o be don e m anu ally on ly

click im age - > th is fu nct in or act iv ity is u sed as draggin g an d select in g an area with respect t o wh ich
we can decide wh ere t o click

click T ext it does th e sam e way as click im age bu t in a differen t m ann er, it t akes an O CR of th e im age
an d t ries t o fin d t h e elem en t with sam e nam e as prov id ed an d click wit h respect t o it s posit ion

Keyboard Act ion s

If som et im es, t h e m ou se act ion s fails t o fin d th e elem en t , we can u se t h e key board act ion s an d
au t om at e th e workflow u sin g t h e key board sh ort cu t s su ch as t ab, ct rl+ v et c.

Sel ect an d Copy

t h is act iv it y is u sed t o copy th e select able fields in side an v irt u al en v ironm en t

it works sim ilarly as , select in g th e field we wish t o copy

Scrap R elat iv e

T h is act iv it y is u sed t o copy dat a from n on- clickable area wh ich is don e or preferred t o be don e
u sin g G oogle O CR and it can be set t o fin d elem en t wit h respect t o som e relat iv e posit ion

Lesson 7 Qu iz T im e

Creat in g au t omat ion s in a Cit rix en v iron m ent is ch allen ging becau se: An s. You n eed t o in t eract wit h
t h e app u sin g Image R ecogn it ion or O CR .

Is R eset Clip pin g R egion m an dat ory t o be execu t ed at th e en d of a scrape relat iv e sequ en ce? An s. No,
for t h e n ext act ion s we can use ot h er Clippin g R egion s.

Wh at act iv it ies can be u sed t o in t eract wit h applicat ion s in a Cit rix env iron m en t ? Ans . T y pe in t o, Click
Im age, Click T ext

How can you scrape a field on a Cit rix Env iron m en t wh en th e v alu e in t hat field ch an ges each
t ran sact ion? An s. Fin d a stat ic elem en t n earby and use Scrape R elat iv e

Click Im age an d Click O CR T ext are n ot 1 0 0 % reliable in Cit rix en v iron m en t s. Wh at m eth od can be u sed
in st ead ( wh en applicable) t o h av e safer act ion s? An s. Set t in g focus on a reliable el em en t an d t h en
n av igat in g aroun d th e ap p u sin g key board (u p/ down arrows, t ab, et c) or u sin g key board
sh ort cu t s. ( Failed in abov e at t em pt )

Hav in g an app in a Cit rix en v iron m en t with mu lt iple t ext - boxes t h at look th e sam e ( size/ sty le) , h ow
can you ident ify on e of th em t o t y pe int o? An s. By clickin g relat iv e t o an u n iqu e t ext / image n ext t o t h e
t ext box. , You can’ t ident ify it if it doesn ’ t h av e som et h ing u n iqu e n ext t o it ( t ext / image) .

Is it possible t o click a but t on with Click Im age Act iv it y if t h e t arget is n ot v isible on th e screen ?
An s. No, you cou ld click a bu tt on wh ich is n ot v isible on ly u sin g select ors

Con sider h av in g an applicat ion in Cit rix En v iron m ent th at h as a but t on n am ed ‘ Accept ’ an d also a label
t h at con tain s t h e Accept word. How can Click T ext be cu stom ized in order t o access th e co rrect
bu t t on ? An s. By u sin g t h e Occu rren ce propert y .

How can you im prov e accu racy wh en scrapin g with O CR a region t h at cont ain s on ly digit s? Ans. U se
G oogle O CR wit h “ Nu mbers O n ly ” ( Passed in abov e at t em pt)

Adv an ced Cit rix Au t om at ion

Fin d Im age
T h is act iv i t y is u sed t o pau se th e st at e of program u n t il an cert ain Elem en t is n ot fou nd or loaded
com plet ely

As ou t pu t it giv es th e elem en t wh ich is defin ed t o be found

High ligh t

it is u sed t o det ect / sh ow/h igh ligh t a cert ain elem en t ov er screen

High ligh t in g a cert i an elem en t can be don e u sin g

Clippin g R egion

Sel ect or

Elem en t

High ligh t T im e ~ > T h e t im eou t or th e am ou nt of t im e for wh ich t o h igh ligh t a cert ain elem en t is
calcu lat ed in m icrosecon ds th at is 2 00 0 == 2 sec

In h igh ligh t t h e color can be defin ed as well for cu st om ized workflow

Workin g wit h open in g applicat ion s

A bet t er pract ice t o open a cert ain a p p or applicat ion is to set sh ort cut s an d open th e app u sin g sen d
h ot key act iv it y

Pick Act iv ity

T h is act iv it y is a con tain er based act iv i t y wh ich fu rt h er accom odat es Pick bran ch es

T h is act iv it y is u sed t o set a cert ain act iv it y t o be com plet ed in differen t possible con dit ion s or
scen arios

Basically we prov ide a sam e act ion like open in g a folder t o be au t om at e bu t in m ore th en on e possible
con dit ion of screen or backgrou n d

Lesson 8 Qu iz T im e

Wh at can be don e wh en th e Win dows R em ot e Conn ect ion doesn ’ t allow sen din g h ot key s? An s. It sh ou ld
work if t h e Win dows R em ot e Conn ect ion is in ‘ fu ll - screen ’ m ode.

How can t h e robot pass a v ariable argu m ent wh en open in g an applicat ion in Cit rix ( eg: a web address
for a browser) ? An s. In t h e com m an d prom pt , t y pe in th e pat h t o th e applicat ion an d th e argu m ent

Wh ich of t h e followin g act iv it ies can be u sed t o select an it em in drop down list , in Cit rix? ( Select all
t h at apply. ) Ans. Click Image , Click O CR T ext

Wh at h appen s if Fin d Im age doesn ’ t actu ally find th e desired im age? An s. An except ion is t h rown. .

Wh at is t h e EASIEST n av igat ion m eth od t o be u sed in a form with in Cit rix? An s. By sendin g key board
com m an ds/h ot key s ( Passed)

Excel Au t om at ion

Excel applicat ion scope ~ > it is a cont ain er based act iv ity an d is u sed t o do all workflows regardin g t h e
Excel file

Visible ~> It is an in bu ilt act iv it y wh ich if we ch ecked t ells U iPath t o work on file u sin g M SO ffice an d if
n ot th en all t asks are perform ed in t ern ally

Wh ile u sin g D irect access on ly sin gle process can work wh ere as wh ile u sin g M SO ffice mu lt iple can be
don e at t h e sam e t im e

A ran ge can be specified by defin in g t h e cells separat ed by : . A1 : C5

Bu ild D at a T able ~ > th is act iv it y is u sed t o creat e m ore dat a t ables wit h v ery easy and sim ple GU I

Add D at a R ow ~ > th is act iv it y is u sed t o add an ot h er row( dat a) in side th e bu ild dat a t ab le act iv ity or
t able m ade from it

Appen d Ran ge ~ > It is u sed t o appen d m ore dat a t o sam e file

D at a t ables are zero- in dexed sam e as a list in pyt h on

sort dat a t able ~ > T h is act iv it y is u sed t o sort som e t abu lar dat a based on a cert ain colu m n

Sel ect R an ge ~ > Th is act iv it y is u sed t o select a ran ge of cells ov e r wh ich fu rt h er act ion s
like copy/delet e/ past e can be perform ed

Join D at a T able ~ > Th is act iv it y is u sed t o perform th e JO IN operat ion

T h e Join O perat ion is of 4 ty pes:

in n er j oin

left j oin

fu ll j oin

T h e t able j oin crit eria can be defin ed u sin g eit h er colu mn dat a t y pe or sim ple by colum n n am e writ t en
in side dou ble- qu ot es

t h e con dit ion s can be set as m ore t h en on e or eit h er on one u sin g AND an d OR logical operat ors

O u t pu t D ata Table ~ > T h is act iv ity is u se d t o con v ert a data t able t y pe v ariable t o St rin g

R ead Cell ~> u sed t o read a specific cell from an excel file

Writ e Ce ll ~> u sed t o writ e in a specific cell from an excel file

All n u m eric dat a read by R ead Ran ge fu n ct ion from Excel is in t erpret ed as an D ou ble dat a ty pe

G et row it em ~ > th is act iv it y is u sed t o fet ch th e v alu es of a specific colum n from a cert ain row

Add data row ~ > th is act iv it y is u sed t o add a n ew row in an Excel file u sin g an array of dat a wh ich is
defin ed u sin g circu lar or cu rly bracket s as ( v ar1 ,v ar2 ) or {v ar1 , v ar2 }

in pu t sT able. R ows. Coun t ~ > it can be u sed t o cou nt th e t otal n um ber of rows

U se of Workbooks is prefferabl e ov er Exce l files as t h ey do n ot requ ire Excel t o be in st alled

T o rev erse a D at aT able obj ect , we c an do so by D atat able-

n am e. AsEnu m erable. R ev erse. Copy T oD at at able

U sin g M acros wit h Excel

M acros can on ly be u sed with Excel Applicat ion Scope

M acros are sav ed in file wit h M acro En abled Workbook ext en sion th at is . xlsm

M acros are writ t en in v ba an d can be recorded in excel and edit ed for ease of u se

T h e M acros act iv ity has 2 in pu t s

Pat h of file t h at con t ains ou r m acro

O bj ect Array of param et ers t o be passed t o th e macro

T h e M acro act iv it y has 1 ou t pu t t hat can be u sed wh en workin g wit h Fu n ct ion inst ead of Su b

T o Execu t e th e M acro av ailable in differen t file, we can giv e t h e macro n am e

as FileNam eCon t ain in gM acro. xlsm ! M acroNam e

T o Su ppress any applicat ion alert s like delet e con firm at ion , u se Applicat ion. D isplay Alert s= False

T o Creat e a Pie Ch art , for an y data u se t h e followin g code sam ple

Su b PieCh art ( )

'Code t o creat e a Pie Ch art

Act iv eSh eet . Sh apes. AddCh art 2 ( 25 1 , xlPie) . Sel ect

' Set t h e ran ge of th e dat a t o creat e ch art from

Act iv eCh art . Set Sou rceD at a Sou rce: = R an ge( "Sh eet 1 ! $ A$ 1: $ B$ 5 ")

Cov erR an geWit h ACh art

En d Su b
T o Creat e a Bar Ch art , for an y data u se t h e followin g code sam ple

Su b BarCh art ( )

'Code t o creat e a Bar Ch art

Act iv eSh eet . Sh apes. AddCh art 2 ( 20 1 , xlColu m n Clu st ered) . Select

Act iv eCh art . Set Sou rc eD at a Sou rce: = R an ge( "Sh eet 1 ! $ A$ 1: $ B$ 5 ")

Cov erR an geWit h ACh art

En d Su b

T o m ov e th e posit ion of an y ch art , with referen ce t o cell r an ge, u se t h e code sam ple

' Code t o ch an ge th e posit ion of a ch art

Su b Cov erR an geWit h ACh art( )

D im R n gT oCov er As R an ge

D im Ch t Ob As Ch art Obj ect

' D efin e th e ran ge wh ere y ou wish t o pu t y ou r chart at

Set Rn gT oCov er = Act iv eSh eet . R an ge( "L5 : S1 9 ")

Set Cht O b = Act iv eCh art . Paren t

Ch t Ob. Heigh t = Rn gT oCov er. Heigh t ' resize

Ch t Ob. Widt h = R n gT oCov er. Widt h ' resize

Ch t Ob. T op = R n gT oCov er. T op ' reposit ion

Ch t Ob. Left = R n gT oCov er. Left ' reposit ion

En d Su b

T o M erge m u lt iple colu m n s

' Code t o m erge m u lt iple cells of an excel

Su b M ergeCel l( )

R an ge( "A1: F1 ") . Select

Select ion . M erge

En d Su b

In v oke VBA

R equ ires T ru st Access t o th e VBA t o be en abled inside t h e Excel

In v oke VBA act iv it y en ables dev eloper t o execu t e m acros from ou t side th e file wit h out open in g excel

Basically In v oke VBA act iv it y works in side Excel Applicat ion Scope an d is u sed t o execu t e an y VBA code
presen t an ywh ere in t h e local sy st em

T h e VBA code sh ou ld be sav ed in a . v b ext en sion file

T h is Act iv it y requ ires T h ree param et ers

File In pu t Path

Nam e of t h e Procedu re t o ca ll

Array<obj ect > for paramt ers t o be passed

A sam ple v ba code can be:

'Sav e t h is in a . v b file
Su b M acro1( Word1 As St rin g, Word2 As St rin g)

R an ge( "C2") . Sel ect

Act iv eCell. Form u laR 1 C1 = Word1

R an ge( "D 2") . Select

Act iv eCell. Form u laR 1 C1 = Word2

R an ge( "E2") . Sel ect

Act iv eCell. Form u laR 1 C1 = Word1 + " " + Word2

R an ge( "E3") . Sel ect

En d Su b

T h is act iv it y wou ld be u sefu l in scen arios wh ere m acros are n ot t o be sav ed in side t h e sam e in pu t file
an d t hu s n o n eed t o open th e m acro file for au t om at ion

Lesson 9 Qu iz T im e

Wh at h appen s if th e AddHeaders opt ion is ch ecked for R ead R an ge Act iv ity ? An s. T h e first row from th e
specified ran ge is con sidered t o be t h e colu m n n am es

In order t o loop t h rou gh all t h e rows of a dat a t able, wh ich act iv it y sh ou ld be u sed? An s. For Each row

Wh at act iv it y can y ou u se t o creat e a Dat aT able from an in put st rin g? An s. G en erat e Dat a T able

Wh at h appen s if y ou t ry t o u se a Writ e R an ge act iv it y t o a . xlsx file t h at does n ot exist ? An s. It will

creat e t h at file for y ou and writ e th e dat a in it .

Can Excel relat ed act iv it ies be u sed wit h out h av in g th e Excel Applicat ion in st alled? An s. Yes, bu t on ly
for xlsx files ( Passed)

PD F Au t om at ion

R ead PD F ~> T h is act iv it y is u sed t o read t ext from a PD F

R ead PD F with O CR ~ > It goes by th e n am e an d is able t o read t h e Im age T ext presen t in th e PD F

Wh ile u sin g O CR t o read PD F's , we hav e got 3 opt ion s

G oogle O CR

M icrosoft O CR

Abby's O CR ~> M ain t ain s th e st ru ct u re of t ext presen t in PD F

PD F act iv it ies are cat egorised in t o 2 part s:

Processin g large ch u n ks of dat a

Workin g on specific part of th e file

An ch or base m et h od is m ore reliable t h en ot h ers sin ce it can h an dle st ruct u ral ch an ges

Wh ile t ryin g t o read t ext it is preferable t o u se R ead PD F rat h er t h en R ea d PD F wit h O CR as O CR is

m ore pron e t o erro rs

In propert ies of PD F, t h e ran ge of PDF pages can be set in t h e followin g form at "1-4 "

Lesson 10 Qu iz T im e

Will t h e R ead PD F wit h O CR act iv it y open th e PD F docum en t on th e screen in order t o read it ? Will t h e
R ea d PD F with O CR act iv it y open th e PDF docu m en t on t h e screen in order t o read it ? An s. No

Wh at is t h e easiest way t o get t h e in v oice nu mber from a n at iv e PD F file? An s. O pen t h e PD F file with
Adobe Acrobat R eader and scrape on ly t h e relev an t inform at ion .

Wh ich of t h e followin g act iv it ies requ ires t h e PDF file t o be open ed wit h Acrobat R eader in order t o
read it ? An s. G et T ext

How can a robot read on ly t h e first page of a PD F file, u sin g th e PD F act iv it ies? An s. Set th e R an ge
propert y t o: “ 1 ”
If t h e PD F con t ain s bot h im ages an d n at iv e t ext, wh at act iv it y sh ou ld y ou u se t o read all t h e t ext from
it ? An s. R ead PD F with O CR

Em ail Au t omat ion

Variou s act iv it ies su pport ed in em ail au t om at ion are:

SM T P ~> u sed t o sen d m ails

PO P3 ~> u sed t o reciev e m ails su pport ed by variou s dom ain s

IM AP ~> support s readin g m essages as well as m arkin g t h em read or sh ift in g t o differen t folders

Exch an ge ~> M icrosoft su pport ed act iv it y for all kin ds of em ail act iv it ies

O u t look ~> aut om at e th e pr e in st alled ou t look soft ware

Fou r act iv it ies presen t t o ch eck m ail are :

PO P3

O u t look

IM AP

Exch an ge

T h e dat a type of m essages is Sy st em . n et. m ail. m essage

Sav e At t ach m en t s act iv it y is u sed t o sav e at t ach m en t s from a m ail, it requ ires t wo argu m en t s a m ail
t yp e in stan ce an d path t o sav e folder

m ail. Headers( 'D at e') prov ides t h e Dat e T im est am p for any m ail

t o filt er m ails fet ch ed by U iPat h set a filt er in t h e propert ies m en u su ch as "[R eciev edT im e] >
'14/10/2019 0 9 : 41 AM '" or "[ R eciev edT im e] > Now. AddD ay s( - 1 ) . T oSt rin g( 'MM / dd/ y y y y hh : mm t t ') "

T ake Screen sh ot is t h e act iv ity u sed t o take a screen sh ot at ru n t im e wh ich is t o be sav ed in a cert ain
locat ion u sin g sav e im age act iv it y

T h e att ach m en t sect ion of th e Sen d M ail act iv it y requ ires a file pat h t o be sent

T o m a ke som eth in g like m essage D yn am ic in sen din g m essages we can u se form at t y pe sam e
as pyth on j u st replace t h e cont en t t o be ch an ged dy n am ically wit h {0 } an d prov ide t h e argum en t
in body sect ion of sen d m ail act iv it y

T o Access D ifferen t Folders from G m ail, u se t h e followin g form at for M ailFolder:

In box - > INBO X

All M ail - > [ Gm ail] / All M ail

D raft s - > [ Gm ail] / D raft s

Sen t M ail - > [ G mail] / Sen t M ail

Spam - > [ Gm ail] / Spam

St arred - > [ G m ail] / St arred

T rash -> [G m ail] / T rash

Q u iz T im e Lesson 1 1

Wh at act iv it y can y ou u se t o sen d an em ail wit h ou t ent erin g th e u sern am e an d password of t h e em ail
accou nt ? An s. Sen d Ou t look M ail M essage

Wh at act iv it ies can y ou u se t o sen d an em ail m essage? An s. Sen d Ou t look M ail M essage. an d Sen d SMT P
M ail M essage.

Wh at is t h e su pport ed v ar iable t y pe in th e Ou t pu t propert y field of all G et M ail act iv it ies ( PO P3 , IM AP,

O u t look, Exchan ge) ? An s. List (M ailM essage)

If you are u sin g t h e For Each act iv it y t o loop th rou gh a list of M ailM essage v ariables, what sh ou ld y ou
set t h e TypeArgu m en t propert y t o? An s. Sy st em . Net . M ail. MailM essage
T h e Sen d Ou t look M ail M essage act iv it y will work wit h out h av in g M icrosoft O u t look in st alled: An s. False

Wh ich of t h e followin g propert ies are fou n d in th e G et O utlook M ail M essages act iv it y ? An s. M ailFolder

Wh ich of t h e followin g act iv it ies will allow y ou t o on ly retriev e on ly u n read m essages? ( Select all t h at
apply. ) An s. G et OU T LOO K M ail M essage an d G et IM AP M ail M essage

If you want t o get on ly filt ered M ailM essage v ariables, wh at act iv it y sh ou ld y ou u se? An s. G et Ou t look
m ail m essages

Wh ich Visu al Basic propert y wit h in th e M ailM essage class will y ou u se t o get t h e D at e of an email?
An s. Headers( “ D at e” ) (Passed)

D ebu ggin g An d Except ion Han dlin g

Slow St eps ~> T h is is th e t ool prov ided wit h D ebu ggin g T oolkit , it h igh li gh t s each act iv ity execu t in g

In Opt ion s ~> High ligh Elem en t act iv it y , h igh ligh t s th e U iElem en t bein g in t eract ed wit h a R ed Color

Breakpoin t ~> It is set an act iv ity wh ere we feel som e e rro r m igt h occu r an d th en we h av e 3 opt ion s t o
con t inu e ou r program ex ecu t ion

Con t in u e

St ep O v er

St ep In t o

In In put Act iv it ies we hav e an opt ion Sim u lat e ch eck in t heir prope rt ies wh ich t en d t o send th e in pu t
u sin g Backgroun d Processes wit h ou t u sin g th e m ou se or key board

T im eou t propert y makes t h e act iv it ies wait for an elem en t t o appear or th e act iv it y t o execu t e before
giv in g an error

Elem en t Exist s ~ > T h is act iv it y ret u rn s a boolean v alu e th at is T ru e or False for an Elem en t t o be
presen t on sceen or n ot

Log M essage ~ > th is act iv it y can be u sed t o set or giv e some m ess age in ou tpu t t ab giv en in righ t side
Propert ies pan el. . . t h at is seen wh ile execu t ion

Fin d Elem en t ~> St ops t h e workflow un t il an elem en t is fou n d

Wait Elem en t Van ish ~ > Wait s for an elem en t t o disappear before con t in u in g

T ry Cat ch Fin ally

T ry Cat ch act iv it y ~ > it works sam e as in program m in g , if an y act iv ity fails in T ry block
t h en cat ch block will ru n followed by fin ally block

Syst em . Except ion ~ > It cat ch es all t y pes of errors

T o select all act iv it ies, it is easy by ju st draggin g th e cu rsor on all

O n ce th e t ype of Except ion is select ed in cat ch block. . followed by en t er collapses t h e t ry block an d

we can st art addig act iv it ies t o work wh en error occu rs

ret h row act iv it y ~ > is u sed in cat ch block t o sh ow an error popu p

except ion . m essage t h is is a prim it iv e v ariable wh ich cont ain s th e error m essage t h at m igh t h av e
occu red

Loggin g Lev els

T h ere are 6 log lev e ls in U iPath :

Verbose

T race

In form at ion

Warn in g

Erro r

Crit ical
Each log lev el h as it s own sign ificance

Verbose < T race < In form at ion < Warn in g < Error < Crit ical

Creat in g u ser- defin ed log fields t h at h av e t h e sam e n am e as a defau lt log field cau ses t h e loggin g
process t o becom e corru pt ed an d m ay cau se issu es in th e workflow y ou are ru n n in g.

Variou s D efau lt Log Fields are:

M essage - Th e log m essage.

Lev el - D efin es t h e log sev erit y .

T im est am p - T h e exact dat e an d t im e th e act ion was perform ed.

FileNam e - T h e n am e of th e . xam l file bein g execu t ed.

j obId - T h e key of th e j ob run n in g th e process.

processNam e - T h e nam e of t h e process th at t riggered t h e loggin g.

processVersi on - Th e v ersion nu m ber of t h e process.

win dowsIden t it y - Th e n am e of th e u ser th at perform ed t he act ion th at was logged.

robot Nam e - T h e n am e of t h e robot ( as defin ed in O rch est rat or) .

for t ype con v ersion t o in t eger we can u se CInt a s CInt ( v ariable)

You can separat e in div idu al compon en t s of y ou r aut om at ion int o differen t workflow files an d t h en call
t h em u sin g In v oke Workflow.

Q u iz T im e Lesson 1 2

If you n eed t o kn ow if a U I Elem en t is av ailable on th e screen or n ot , wh at act iv it y sh ou l d y ou u se?

An s. Elem en t Exists

Wh at does th e Locals pan el display wh en you are workin g in D ebu g m ode? An s. Th e cu rren t valu es of
you r v ariables.

How m an y Cat ch es can y ou h av e in a T ry / Cat ch block? An s. T h ere is n o lim it on t h e n um ber of cat ch es.

Wh at act iv it y can be u sed in a Cit rix en v iron m ent t o ch eck wh et h er a U I elem en t is display ed or n ot ?
An s. Im age Exist s

T h e Finally block of a T ry / Cat ch act iv it y is execu t ed wh en: An s. Ev ery t im e, regardless if an except ion
occu rred or n ot . ( Passed)

Proj ect O rga n izat ion

Followin g t h e best pract ices m akes ou r proj ect :

R eliable ~> Solid R obu st workflows t hat can h an dle erro rs

Efficien t ~> Sh ort er dev elopm en t t im e and sm oot h execu t ion in produ ct ion en v iron m ent

M ain t ain able ~ > Easy t o u pdat e wh en ch an ges are requ ired

Ext en sible ~> New U secases can be added

Best Pract ice

Pick an appropriat e lay ou t for each workflow

m ain WF - > flowch art / st at e m ach in e

bu ssin ess logic - > flowch art

U i In t eract ion s( worin g in sam e order) - > Sequ en ce

Av oid n est ed If else an d u se flowch art in st ead

Break t h e wh ole process in t o sm aller workflows

D ev elop an d t est pieces in depen den t ly

reu se workflows across proj ect s

collaborat e workin g on separat e files

U se Except ion Han dlin g

Pu t problem at ic workflows in side T ry _ Cat ch

Pu t ext ern ally in v oked Workflows

Im plem en t recov er sequ en ce

M ake you r workflows readable

G iv e descript iv e n am es t o act iv it ies

leav e explan at ory n ot es an d comm en t s u sin g comm en t act iv it y

log real t im e ex ecu t ion process

Keep it clean close applicat ion s, win dows an d web pages not bein g u sed

In v oke Workflow

U iPat h offers an act iv ity sam e as im port in py th on t h at is In v oke Workflow act iv it y

In th is act iv it y , we can execu t e an y workflow an d ev en pass argu m en ts an d import argu m ent s

Argu m en t s j u st work as v alu es wh ich are prov ided for v ariables an d th ese argu m en t s or v alu es of
v ariables, can be eith er giv en as in put or can be ext ract ed as an out put for an ot h er a ct iv it y

D irect ion colu m n in v ariables defin e t h e redirect ion of v alu es wh ich can be In or O u t or bot h In /O ut

D eseriali ze JSO N act iv it y ~ > It is u sed t o parse a j son file an d can be u sed t o read or ext ract data from
it

t o con v ert a v ariable. . . we can do it like con v ert .T oIn t 32 (v ariable - n am e)

Q u iz T im e Lesson 1 3

Wh at is t h e recom m en ded lay ou t for sequ en t ial act iv it ies? An s. Sequ en ce

Wh at type of argum en t s can y ou u se in a workflow? An s. In/ O u t Ou t In

Is n ot ifyin g th e u ser v ia a M essage Box act iv it y a good way t o keep t rack of a workflow’ s execu t ion
progress ? An s. No

Wh at is t h e recom m en ded lay ou t for a sequ en ce of U I in t eract ion s? An s. Sequ en ce

Wh ich of t h e followin g is a good exam ple of a workflow n am e? An s. G et Cust om erNu m ber. xam l ( Passed)

R PA D ev eloper Fou n dat ion T rain in g - Fin al T est

( Passed Su ccessfu lly )

Lev el 2 O rch est rat or T rain in g

Lin k T O Version D et ails O f D ifferen t O rch est rat ors

U iPat h O rch est rat or is a web based applicat ion

It En ables efficien t resou rce m an agem en t

It allows Workload allocat ion , Sch edu lin g an d m on it orin g of robot s

St ream lin es t h e t eam work

Sh ou ld St op

T h is act iv it y is u sed in workflow t o st op a execu t in g process from O rch est rat or

It ret u rn a Boolean Valu e wh ich can be u sed by D ecision Flow

Asset
In U iPat h St u dio we h av e an act iv ity called G et Asset

It get s th e asset v alu e from th e O rch est rat or an d t h is act iv it y works on ly wh en t h e workflow is
pu blish ed t o O rch est rat or

Asset is basically ju st a variable wh ich can be defin ed in th e O rch est rat or an d u sed by t h e workflow

It can be specified for mu lt iple robot s or in div idual t hat is u sin g sam e asset v ariable for m u lt iple bot s
wit h differen t v alu es

In propert ies pan el, n am e of asset sh ou ld be writ t en as st rin g th at is if th e n am e is Nam e t h en in

propert ies writ e it as "Nam e"

Asset s are of 4 Dat a T y pes:

Creden t ials

T ext

Boolean

In t eger

G et Creden t ials

Creden t ials t y pe requ ires 2 in pu t v alu es (U sern am e an d Password) in Stu dio as well as O rch est rat or

Basically wh en Creden t ial Asset is m ade with t wo valu es wh ich are U sern am e an d Password

T h en t h ey are fet ch ed and used at ru n t im e in St u dio u sin g G et Creden t ial act iv ity

T o u se th e pass acqu ired from t h e G et Creden t ials we wou ld n eed t o u se T y pe Secu re T ext act iv ity

T o u se Win dows Creden t ials u se U iPat h . Creden t ial. Act iv it ies

T ype Secu re t ext

T h is act iv it y is u sed t o decry pt th e . NET secu red st rin g from en cry p t ed password t o n orm al decry pt ed
t ext

Q u eu e

t h e t ran sact ion it em s in a qu eu e are processed in ch ron ological order

T h e it em s in side Qu eu es can be processed by m u lt iple R obot s.

T h e priorit y order of a qu eu e it em is based on Priorit y an d D eadlin e

T h e Priorit y is giv en in order t h at is High Priorit y and Low D eadlin e if an y deadlin e is specified an d
if n o deadlin e is specified t h en O n ly Priorit y is ch ecked

A Q u eu e It em with Priorit y an d D eadlin e defin ed has m ore priorit y ov er a qu eu e it em with h igh priorit y
an d n o deadlin e defin ed

Add Qu eu e It em

T h is act iv it y is u sed t o send v alu es or add th e it em s t o Queu e in O rch est rat or

D eadLin e ~> T h is propert y is u sed t o set a sepecific t im e lim it with in wh ich t h e qu eu e it em is su pposed
or requ ired t o be processed e. g. , dat et im e. Now. addHou rs(2 4 )

Post Pon e ~> T h is propert y is u sed t o post pon e th e act iv ity u pon reach in g D eadlin e by
som e t im e like dat et im e. Now. addHou rs( 2)

M u lt iple robot s can be assign ed t o process t h e sam e Qu eu e

R eferen ce prope rt y can be set t o an it em t o ident ify it un iqu ely in O rch est rat or

It em In form at ion ~> th is propert y is u sed t o defin e t h e values t o be added in th e Qu eu e presen t in

O rch est rat or

G et T ran sact ion It em

T h is act iv it y is u sed t o fet ch v alu es or it em s from t h e Q u eu e m ade in O rch est rat or

Wh en t h is act iv it y is set int o loop it it erat es ov er an d fet ch all t h e it em s in t h e Q u eu e

t ran sact ion. SpecificCon t en t ( "Colu mn -n am e") . t oSt rin g

Set T ran sact ion St atu s

It is u sed t o set st atu s of t h e processed it em from t h e Q u eu e

If t h e St at u s is n ot set by t h e R obot t h en it is set t o Abandon aut om at ically aft er 2 4 h ou r

Set T ran sact ion Progress

It is u sed t o set som e Valu e for th e progress colu m n in O rch est rat or regardin g t h e Processes in Qu eu es

Com plet e D ocu m en t at ion can be foun d at

O rch est rat or

T erm in at in g an d st oppin g a process

Pressin g St op requ ires y ou t o u se t h e Sh ou ld St op act iv it y in St u dio wh ile dev elopin g t h e process. Th e

act iv it y ret u rn s a boolean v alu e. It inform s wh et h er t h e Stop bu tt on h as been pressed in O rch est rat or
by th e t im e th e Con t rol Flow reach ed th e Sh ou ld St op act iv it y . T h is is sim ilar t o a Sav e G am e fun ct ion
in a com put er gam e.

Pressin g Kill is t h e equ iv alen t of st oppin g a process from th e St u dio. O rch est rat or will con n ect t o y ou r
R obot an d sen d a st op comm an d t o t h e process.

T rigger

T rigger is lik e Sch edu lin g a process th at is h av in g O rch est rat or press Play for y ou at a t im e wh ich y ou
specify.

St eps t o U se O rch est rat or

Creat e you r workflow t h at y ou wish t o depl oy ov er O rch estrat or

O pen th e Followin g u rl Clou d U ipat h

In Serv ice sect ion , select th e St u den tD efau lt serv ice ( U iPat h O rch est rat or will be open ed)

Creat e a m ach in e

Click on M ach in e in Left pan el u n der M ANAG EM ENT sect ion

Click on + icon followed by St an dard M ach in e

In Nam e writ e th e Nam e of y ou r Lapt op(y ou can get t hat from n ext st ep) an d D escript ion as y ou like

Click on Prov ision

O pen U iPat h R obot on y ou r local M ach in e

Click on Set t in gs icon

Sel ect O rch est rat or Set t in gs opt ion

En t er t h e M ach in e Key ( y ou can get t h at by clickin g on edit on Mach in e m ade in prev iou s st ep)

In O rch est rat or U rl t y pe th e clou d - orch est rat or- u rl

Click on Con n ect ( Local Sy st em get s conn ect ed t o O rch est rat or at clou d)

Now t o Add y ou r R obot

In U iPat h St u dio , click on Pu blish but t on giv en in D esign Pan el( j u st click ok)

Sel ect M ach in e Nam e giv en in prev iou s st ep

In U sern am e, t y pe t h e n am e con figu red with y ou r U iPath St u dio

Click creat e

Set En v iron m en t

In R obots t ab, Click on en v iron m ent s

add a n ew en v ironm en t
Click on m an age in propert ies of en v iron m ent

Sel ect you r robot and click on U pdat e

Set T h e Process

G o t o Process T ab

Click on + icon

Sel ect t h e Package Nam e an d En v iron m en t

Click on Creat e

Fin ally you are ready t o ru n / execu t e y ou r bot

G o t o Jobs

Click on St art Bu tt on

Sel ect T h e Process m ade in prev iou s st ep

Sel ect you r R obot

Click St art an d all don e

Lev el 3 Adv an ce T rain in g

U iPat h R obot ic En t erprise Fram ework

T h is Fram ework is a T em plat e prov ided by U iPat h for t ran sact ion al act iv it ies or workflow

T ran sact ion al Act iv it ies~ > Basically ev ery proj ect can be div ided in t o 4 st at es

In it ial St at e ~> St art /O pen all applicat ion s

G et T ran sact ion al In form at ion ~ > T ake In pu t or Fet ch from Q u eu e/ Excel all t h e D at a n eed t o be
processed or u sed for processin g

Process T ran sact ion ~ > Process all t h e in form at ion ( calcu lat ion , D ecision t akin g,D at a Con v ersion et c)

En d Process ~ > Close all t h e applicat ion s wh ich are n ot requ ired

It can be accessed t h rou gh ST ART pan el of U iPat h Stu dio in th e T em plat e Sect ion

R EFram ework con sist s of few pre - bu ild workflows wh ich are u sed t o simplify th e Au t om at ion T ask in a
proper m an n er t h at are:

In it AllSet t in gs ~ > Processes / R eads th e co n fig file con t ainin g essen t ial det ails

In it AllApplicat ion s ~> St art t h e In it ial St at e an d O pen all neccessary applicat ion s

G et AppCreden t ial ~ > In t erm s of Login , gain u ser creden t ials wit h proper secu rit y

G et T ran sact ion D at a ~> G et T ran sact ion al In form at io n from U ser/ Q u eu es/ Excel Files et c

Set T ran sact ion St atu s ~ > Set th e st at u s for in form at ion bein g
u sed( Processed/ ret ri ed/ aban don / NeedT oBeProccessed et c)

KillA llPr ocess ~ > T o St op t h e Process com plet ely on reciev in g ST O P sign al

CloseAl lApplicat ion s ~ > Close t h e applicat ion s in Workflow as soon as th eir work is com plet ed

T akeScre en sh ot ~ > Du rin g Except ion O ccu rren ce, U sed t o Take Scre en sh ot an d st ore
in Except ion s_ Screen sh ot s folder, t o h elp dev eloper

R efFram ework is based on t h e prin ciple th at dat a is st ored in th e form of a Qu eu e th at is FIFO

Bu ildin g produ ct iv e R obot s requ ire:

Proper Except ion Han dlin g( t ry _ Cat ch )

R ecov ery Abilit ies( R eSt art or R ecov er from Possible failu re s)
Effect iv e Loggin g( Secu re t h e St at u s of Each part of workflow)

R eport in g Fun ct ionalit ies( logs an d screen sh ot s)

High M ain t ain abilit y

Ext en sibilit y( Easy t o m odify)

R eu sabilit y

Ease of D ev elopm en t

T h e Fram ework files can be down loaded from t h e following G it hu b R eposit ory lin k Fram eWork

R equ est Creden t ial ~ > T h is is an act iv it y u sed t o get creden t ials from u ser sam e as in put dialog

T h is Fram ework m ain ly works on St at e mach in e act iv it y which in clu des

M ain St at e M ach in e

Except ion s Handlin g

R ecov ery M et h ods

St at es

In it St at e( Con fig file, In it AllApplicat ion s) ~ > In it ializat ion (Open Applicat ion, login t o websit e, start u p
requ ired v alu es et c)

G et T ran sact ion D ata( T ran sact ionIt em ,T ran sact ion Nu m ber)

Process T ran sact ion

En d St at e

Set T ran sact ion St atu s

G et AppCreden t ials

T h e Flow of St at e M ach in e is like First th e en t ry act ion is com plet e, t h en t h e t riggers for t h e st at e's
t ran sit ion s are sch edu led. Wh en a t ran sit ion t o an ot h er stat e is con firm ed, t h e act iv it ies in th e exit
act ion are execu t ed, ev en if th e st at e t ran sit ions back t o t h e sam e st at e. Aft er t h e exit act ion
com plet es, t h e act iv it ies in t h e t ran sit ion 's act ion execu t e , an d th en th e n ew st at e is t ran sit ion ed t o,
an d it s en t ry act ion s are sch edu led.

In it AllSet t in gs

In Th e R efram ework, it is t h e In it ial xam l file t o be u sed

It cont ain s a Con fig workbook wit h 3 sh eet s

Set t in gs ~> We can st ore an y con figu rat ion relat ed t o t h e bu sin ess process such as
U rls, filepat h s, creden t ials an d an y process specific piece of in form at ion

Con st ant s ~> It st ores t h e t ech n ical set t in gs th at are u seful for D ev elope rs, it con tain s in form at ion like
n u mber of delay s , ret ries, t im eou t s, im age accu racy set t ings, st at ic log part s

Asset s

In Set t in gs Sh eet , th ere are 3 colu m n s

Nam e ~> Alway s con tain s a st rin g wh ich is t h e key in th e Dict ion ary

Valu e ~> Holds t h e dict ion ary valu e

D escript ion ~ > Holds t h e det ailed accou nt of each set t in g

Except ion s

T h ere are 2 kin ds of Except ion th at are:

Bu sin ess Except ion ~ > In Case of issu es in data , in v alid dat a, m issin g in form at ion in dat a. bu sin ess ru le
except ion s are som et h in g y ou defin ed wh ile bu ildin g t h e process( except ion s wh ich are expect ed an d
t h ere is n o chan ce of record get t in g su ccess ev en if we retry ) T ran sact ion st atu s is set as failed an d
t ran sact ion is n ot re- t ried
Syst em /Applicat ion Except ion ~> In case applicat ion n ot av ailable( U I Elem en t n ot av ailable or u n kn own
err or) T ran sact ion is re- t ried

We can gen erat e except ion s u sin g th e Th row act iv it y , like t o gen erat e Bu sin ess Except ion u se n ew
Bu sin essR u leExcept io n ( "M essage t o Pass with Except ion ")

Workin g of R EFram ework

Not e:

In case Except ion occu rs an ywh ere we set Sy st em Error t o e xcept ion with dat a t y pe Exept ion

At Ev ery Phase of Th is Fram ework , loggin g is don e for bett er dev elopm en t experi en ce an d Easy
D ebu ggig

We always in it iat e t h e workflow wit h m ain . xm l file

It cont ain s a Flowch art with followin g T ran sact ion s

In it

G et T ran sact ion D ata

Process T ran sact ion

En d Process

St art in g Wit h In it t ran sact ion , It con t ain s a T ry _ Cat ch_ Finally block of act iv it y

Assign a Syst em Error v ariable t o n ot h in g wh ich u sed for Except ion Verificat ion

For first T im e, by defau lt reads t h e config file presen t at Folder/ D at a/ con fig. xlsx t o acqu ire basic pre -
set set t i n gs/valu es an d kills all in it ally ru n n in g processes as defin ed in KillAllP rocesss. xam l

R u n In it AllApplicat ion s. xam l t o open all requ ired applicat ion u pon wh ich we h av e t o work

U pon Failu re of abov e process we m ov e t o En dProcess T ransact ion else

M ov e t o G et T ran sact ion D at a t ran sact ion

It ch ecks for St opSign al t h at is reciev ed from Clou d Con sole

St art s t o access/ fet ch dat a from Qu eu e in O rch est rat or u sin g G et T ran sact ion It em wh ich giv es an
Q u eu e as ou t pu t

If som e Error occu rs, logs are set an d T ran sact ion It em is set t o Not h in g

If n o dat a/T ran sact ion It em is fet ch ed from abov e T ran saction , Th e workflow m ov es t owards En d
Process t ran sact ion else

M ov e t o Process T ran sact ion

In th is, we in it iat e t h e main Processin g workflow xam l file t h at u ses t h e in put an d com plet e t h e t ask

If Som e Error is Faced t h e workflow set s t h e Bu ssin ess Except ion an d Sy st em Except ion t o in it iat e t h e
R ecov ery Process

M ost of t h e t im e, U pon reciev in g Error, it s best t o st op the processin g

Aft er Com plet ion of th e act iv it ies. . a Fin ally block is u sed t o alway s set th e t ran sact ion st atu s of each
T ran sact ion It em

U pon R each in g t h e En d Process t ran sact ion

It in t ially t ry t o n orm ally Close all applicat ion s an d u pon not bein g able t o do so

It u ses KillAllProc ess t o forcefu lly t o it s work

T ran s act ion Processin g

A t ran sact ion represen t s t h e m in imu m am ou nt of dat a an d t h e n ecessary st eps requ ired t o process th e
dat a, as t o fu lfill a sect ion of a bu sin ess process

O n ce processed, th e dat a is n o m ore requ ired

A Bu sin ess process can be div ided int o 3 cat egories:

Lin ear ~> Th e st eps of t h e process are perform ed on ly on ce an d, if th ere is t h e n eed t o process
differen t dat a, th e au t om at ion n eeds t o be execu t ed again.

INIT ~ > G ET D AT A ~ > PRO CESS D AT A ~> END

It erat iv e ~> Th e st eps of t h e process are perform ed m u lt iple t im es, bu t each t im e differen t dat a it em s
are u sed

INIT ~ > G ET D AT A ~ > | Process D at a in Loop | ~ > END

T ran sact ion al ~ > Sim ilarly t o it erat iv e processes, t h e st eps of t ran sact ion al processes repeat m u lt iple
t im es ov er differen t dat a it em s. Howev er, t h e au t om at ion is design ed so th at each repeat able part is
processed in depen den t ly

D ispat ch er ~> Th e dispat ch er is a process u sed t o pu sh t ran sact ion it em s t o an O rch est rat or qu eu e. It
ext ract s dat a from on e or mu lt iple sou rces an d u ses it t o creat e Q u eu e it em s t o be processed by
Perform e r robot s.

Perform e r ~> T h e perform er is a process u sed t o pu ll t ran sact ion it em s from an orch est rat or qu eu e and
process t h em as n eeded in th e com pan y. Qu eu e it em s are processed on e at a t im e. It u ses error
h an dlin g and ret ry m ech an ism s for each processed it em .

D ispat ch er an d Perform er m odels adv ant ages:

Bet t er sepe rat ion o f processes ( bet ween dispatch er & perform er)

Bet t er separat ion & dist in ct ion bet ween arch it ect u re an d process lay ers

Bet t er er ror h an dlin g an d ret ry m ech an ism

Possibilit y t o ru n processes across sev eral m ach in es ( av ailabilit y )

Bet t er re- u sabilit y wit h in y o u r proj ect 's creat ed com pon ent s

Im prov ed bu ilt - in configu rat ion & O rch est rat or in t egrat ion

Prev iou s workflows creat ed wit h ou t R EFram ework can be easily adapt ed an d deploy ed in order t o u se
R EFram ework an d t h e dispat ch er / perform er m odel

R e- Fram ework M eet u p Learn in g

In Con fig file, we h av e got 3 sh eet s

Set t in gs ~> Con t ain data we wish t o access su ch as em ail,url, u sern am e or password

Con st ant ~> Som et h in g like ret ry cou n t

Asset s ~>

A Con fig variable is of D ict ionary ( St rin g, Obj ect )

R efram ework can be u sed fo r m u lt iple in pu t t y pes (qu eu es, dat atable, array , list et )

U iPat h Secu rit y T rain in g

Layers in O rch est rat or

Presen t at ion Lay er( accessed v ia browser)

Com m un icat ion bet ween clien t s ( browser, robot s) an d O rchest rat or is en cry pt ed u sin g th e secu re h t tps
ch ann el

u ser session is sav ed in a session cookie( wit h a configu red expirat ion t im e)

t h e password com plexit y is con figu rable

accou nt au t om at ic lockin g aft er a configu rable n um ber of failed at t em pt s

Prot ect ion again st CSR F t oken

Serv ice Laye r( con t ain in g t h e bu sin ess logic)

R ole- based access con t rol( R BAC)

n o data sen t ou t side cu st om ers n et work

loggin g - defau lt act ion s are logged for au dit in g, an d so are t h e u sers act ion s

t h e sect ion con t ain in g t h e en cry pt ion key in th e con figu rat ion files can be en cry pt ed

Persist en ce Lay er ~ > Bu ild u sin g SQ L an d elast ic search

en crypt ed com mu n icat ion wit h SQ L serv er

each password is en cry pt ed wit h a differen t en cry pt ion key

login at t em pt s are logged - resu lt , IP Address, t im est am p , browser in fo

u ser roles can be defin ed for dat a st ored in SQ L serv er t o prev en t u nau th orized access

Pot en t ial R isks associat ed with R PA Proj ect s are:

R obot s hav in g access t o Creden t ials n orm ally u sed by hu man worke rs

R obot s hav in g access t o priv ileged in form at ion su ch as person al dat a of comm pan y st aff, finan cial dat a

U n aut h orized m odificat ion s of au t om at ion workflows in the dev elopm en t or t est in g ph ase

U n aut h orized m odificat ion of au t om at ion workflows or ru nt im e pa ram et ers in t h e produ ct ion
en v iron m en t

Feat u res

Feat u res are t h e charact erist ics t hat are em bedded in th e produ ct or solu t ion and im plem en t ed in
order t o en h an ce th e secu rit y an d m it igat e risks

G u idelin es

Best Pract ices t o be u sed wh ile set t in g u p R PA work flows

Code R ev iew

It aim s t o en su re t h at th e process t h at will ru n on t h e liv e dat a is safe an d n o secu rit y breach es are
possible

Ch ecks wh et h er th e creden t ials are u sed on ly wh ere n eede d an d are n ot passed out side t h e t ru st ed
en v iron m en t

Prev en t sen din g s en sit iv e data out side t h e t ru st ed scope

Not es

We can keep t rack of R PA proj ect s wit h mu lt iple dev elope rs in workin g by keepin g t h e sou rce code
files( XAM L files) in Sou rce Code Con t rol Syst em

T o St ore Creden t ials in U iPat h we u se:

O rch est rat or Creden t ial As set s ~ > en cry pt ed u sin g AES 2 56 an d st ored on th e SQ L serv er base bu t sh ou ld
be con figu red with v alu e per robot t o prev en t u n au th orize d access

Win dows Creden t ial M an ager ~ > works as a local m ach in e st orage an d sh ou ld be u sed on ly in case
O rch est rat or in n o t accessible

Prot ect Sen sit iv e D at a

Con figu rin g a t ru st ed Ch ann el : VPN Conn ect ion s, secu re FTP sesion s, HT T PS websit es

D at a encrypt ion , wh en u sin g u n t ru st ed ch ann els

U sage of lim it ed access env iron m en t s, su ch as rest rict ed sh ared folders or r est rict ed Sh arepoin t
dom ain s

En v iron m en t Isolat ion

D u rin g R PA Proj ect s t h e D ev eloper T eam an d Product ion Team sh ou ld work in differen t env iron m en t s

D ev elopm en t En v iron m en t

T h e R PA D ev elopers an d th eir robot s in t eract on ly wit h sy st em s th at h av e san dbox en v iron m ent s

t h e robot s sh ou ld n ot be able t o con n ect t o th e U AT an d produ ct ion orch est art or

Produ ct ion En v iron m ent

T h e robot s perm an ent ly m on it ored for m aliciou s t emperin g of packages an d t h e execu t ion of correct
v ersion of t h e package

access t o th e robot s in t h e produ ct ion sh ou ld be rest rict ed t o th e t ru st ed in div idu als

M u lt it en an cy

It is a feat u re of O rch est rat or t hat allows complet e sepera t ion of D at a am on g t en a n t s, prov idin g a
dedicat ed sh are of th e in st an ce in clu din g it s dat a, con figu rat ion , u ser an d role m an agem en t u p un it l
licen se m an agem en t

In sim ple t erm s, u sin g Sin gle O rch est rat or In stan ce an organ isat ion can hav e, m u lt iple role based u sers
each h av in g h av i n g seperat e:

R obot s

processes

Asset s

Q u eu es

D at a

Con figu rat ion

U sers

R oles

Prot ect in g dat a in T ran sit an d at R est u sin g

T ran sport Lev el Secu rit y 1 . 2 Prot ocol

Adv an ced En cry pt ion St an dard on 2 5 6 - bit ciph er

Secu re Hash Algorit h m 2

Q u iz T im e

Wh at are th e m ain differen ces bet ween gu idelin es and secu rit y featu res? An s. Gu idelin es are
recom m en ded gen eral best pract ices, wh ile secu rit y features are al ready im plem en t ed in t h e produ ct

U ser access t o th e O rch est rat or web app is prot ect ed u sing t h e followin g featu res: An s. a)
com m un icat ion bet ween clien t an d O rch est rat or is encry pted wit h HT T PS; b) Password complexit y is
con figu rable; c) t h e accou nt is locked aft er a con figu rable n um ber of un successfu l att em pt s

Is St orin g Creden t ials a feat u re or a gu idelin e? An s. Feat u re

Au t h en t icat in g th e u sers on t h e O rch est rat or plat form can be don e wit h: An s. G oogle accou n t s with
O pen Aut h ent icat ion 2 . 0, Local u sern am e an d password, Act iv e D irect ory u sern am e, u sin g Win dows
Au t h en t icat ion , Azu re Act iv e D irect ory aut h ent icat ion

A v alid SSL cert ificat e is requ ired t o in st all O rch est rat or. An s. T ru e

Is Package Secu rin g a feat u re or a gu idelin e? An s. Feat u re

Wit h th e Accoun t Lockout secu rit y feat u re y ou can prev en t addit ion al login s for a period of t im e aft er
a nu m ber of failed att em pt s. Ans. T ru e

T h e Audit page on th e O rch est rat or plat form allows y ou t o filt er by : An s. Com pon en t an d Act ion

Wh at is t h e com m on pract ice t o keep t h e differen t v ersions of each XAM L file in an R PA proj ect ?
An s. Sou rce Code Con t rol Sy st em

Packages u plo aded int o O rch est rat or ( eit h er m anu ally or pu blish ed from Stu dio) are aut om at ically
u ploaded by O rch est rat or t o all robot s th at can execu t e these packages. An s. False

O rch est rat or offers t h e fun ct ion alit y t o creat e an y nu m ber of cu st om roles. An s. T ru e

In an organ izat ion with D ev elopm en t , T est in g an d Produ ct ion en v iron m ent s, an R PA D ev eloper sh ou ld
n ot h av e access t o th e Produ ct ion Env iron m en t An s. t ru e
CyberArk can be in t egrat ed with th e O rch est arat or in order t o ret riev e t h e robot creden t ials from
CyberArk in st ead of SQ L Serv er D B. An s. T ru e

Is Isolat in g En v iron m ent s a feat u re or a gu idelin e? An s. G uidelin e

Secu rit y risks can appear in : An s. Bot h dev elopm en t an d produ ct ion ph ases

U iPat h Licen sin g T rain in g

Licen se for St u dio

Nam ed U ser ~ > Sin gle specific U ser, en ables each u ser t o access t h e software at an y t im e , on an y
m ach in e

Con cu rren t U ser ~ > U sefu l in BPO scen arios, in dicat es h ow m an y u sers can access t h e soft ware
sim u lt an eou sly

Con cu rren t Ru n t im e ~ > In dicat es th e n um ber of robot s th at can be simu lt an eo u sly conn ect ed t o
O rch est rat or , regardless of t h e u ser or m ach in e

Serv e r Licen se ~ > is requ ired t o in st all orch est rat or in st ace

Not es

All t h e licen ses for all t h e robot s can be easily m an aged by O rch est rat or

Nam ed an d Con cu rren t User Licen se can n ot coexi st in sin gle orch est rat or in st an ce

All t h e plat form licen se m ust h av e sam e ann iv ersary dat e

Host Licen sin g

It prov ides fu ll cont rol of all t h e licen ses belon gin g t o an organ izat ion

Allows cen t ralised licen se m an agem en t an d dist ribu t ion

St an dAlon e Licen se

U sed wh en O rch est rat or is n ot u sed

Nam ed U ser Licen se

Node Locked Licen se ~ > com plet ely sim ilar t o Con cu rren t U ser licen se
Licen se Act iv at ion

T o Act ivat e an y licen se in m ach in e follow t h e followin g steps:

O pen CMD as adm in ist rat or

CD t o U ipat h stu dio folder

ru n comm an d regu t il act iv at e / em ail_ address / licen se_ code

T o ch eck if licen se act iv at ed su ccessfu lly ru n com man d regu t il. exe get - in fo, it sh ows com plet e
in form at ion abou t licen se

T o export t h e inform at ion t o a file, ru n com m an d regu t il export - in fo / out _ file= Pat h- t o- st ore

Q u izT im e

Wh at R obot ty pe is u sed t o t est an aut om at ion workflow? An s. Non Produ ct ion

A Node Locked Licen se. . . An s. Can be act ivat ed an d u sed on a sin gle m ach in e, allows m u lt iple u sers t o
work su ccessiv ely on a m ach in e u sin g t h e sam e soft ware inst an ce, is av ailable for un at t ended robot s

A dev elopem en t robot An s. Act iv at es stu dio, en ables workflow execu t ion on local m ach in e, en su res th e
abilit y t o con n ect t h e local stu dio in st ance t o orch est rat or

A Con cu rren t User Licen se is dedicat ed t o a sin gle specific u ser. An s. False

Wh ich licen se t y pes are av ailable for At t en ded R obot s an d St u dio? An s. Nam ed U ser an d Con cu rren t
U ser

Wh ich U iPat h Plat form l icen ses can be m anaged th rou gh Orch est rat or? An s. Con cu rren t User, Nam ed
U ser, Con cu rren t Ru n t im e

Con cu rren t U ser licen ses are u su ally su it able in BPO scen arios, for com pan ies wh ose em ploy ees work in
sh ift s. An s. T ru e

Nam ed U ser an d Concu rren t U ser licen ses can coexist with in a sin gle O rch est rat or t en an t . An s. False

All t h e plat form licen ses ( m an aged th rou gh O rch est rat or) m u st h av e t h e sam e an n iv ersary dat e.
An s. T ru e

For U n att en ded R obot s, th e on ly av ailable St an dalon e Licen se opt ion is An s. Node Locked

T h e nu m ber of Con cu rren t Ru nt im e licen ses in dicat es. . . Ans. Th e nu m ber of robot s th at can be
sim u lt an eou sly conn ect ed t o O rch est rat or , regardless of t h e u ser or m ach in e

Wh at is t h e requ ired licen se t y pe in a scen ario wh ere em pl oy ees m u st be able t o execu t e processes
wh en ev er n eeded? An s. Nam ed U ser

SAP Au t omat ion

Wh en aut om at in g SAP, st art with recordin g th e act ion s, m ost of th e t im e it will work fin e

T o Int eract with un recogn ised elem en t s y ou can u se ClickText & ClickIm age an d key board sh ort cu t s t o
reach d ifficu lt bu tt on s or m en u it em s

For Elu siv e U I Elem en t s , sim u lat e h um an act iv it ies th at is wh at hu man will do act iv at e it

For t abu lar data y ou hav e t o u se loops , alth ou gh th at is hardly SAP specific

T o R ead an t abu lar dat a of un kn own len gt h, read each row in an in fin it e loop un t il an operat ion fails

T o work on ch eckboxes an d special elem en t s , u se t h e getAt t ribu t es act iv it y, it sh ows a bu n ch of

h idden in form at ion t hat can prov e t o be v ery u sefu l

Q u izT im e

Can SAP clien t be aut om at ed if it is web h ost ed? An s . It 's a t rap. SAP is n ot av ailable on web

In a sit u at ion wh ere a dat a t able can n ot be scraped by u sin g D at a Scrapin g but each cell is accessible
by select ors, h ow can th e robot ext ract all th e cells from a colu mn with a large n u mber of rows?
An s. By gen erat in g a select or for t h e first cell an d configurin git s T ableR ow propert y t o it erat e t h rou gh
all t h e rows
If you want t o record a Click act iv it y on an eph em eral el e m en t th at appears on ly aft er focu sin g on a
t ext - box relat iv e t o it , can t hat be don e? An s. Yes, press F2 an d in t h e 3 secon d pau se pu t th e focu s on
t h e t ext - box.

In a SAP applicat ion , y ou wou ld like t h e robot t o click on a specific folder in a folder h ierarch y . T h e
pan el con t ain in g t h e h ierarch y doesn ’ t allow m ore gran u lar select o rs in side of it , t hu s n o select or can
be creat ed for a specific folder. Wh at can be u sed? An s. A Click Im age act iv it y, A Click T ext act iv it y
wit h Nat iv e as scrapin g m eth od.

Som e U I Elem en t s are n ot select able in SAP clien t, bu t som e of th em are. Wh ich m igh t be t h e p roblem ?
An s. T h e script in g is en abled on ly on t h e clien t side

Wh ich is t h e easiest m et h od in order t o ext ract a t able from SAP th at h as th e script in g enabled on both
sides? An s. U sin g t h e D at a Scrapin g wizard

How can t h e robot iden t ify if a ch eckbox is ch e cked or n ot? An s. By u sin g get Att ribu t e act iv it y

Con sider h av in g t o click a bu tt on wh ich can n ot be accessed by u sin g a select or. Wh at oth er opt ion s can
be u sed? An s. Click relat iv e t o an elem en t t hat can be iden t ified by a select or, U se a Click Im age
act iv it y set t o click t h e image of th at bu tt on , See if clickin g th e but t on can be replaced wit h sendin g a
com bin at ion of key s.

R PA D ev eloper Con t in u ou s Learn in g

R egex Se lect ors

A R egu lar Expression , regex or r egexp is a sequ en ce of ch aract ers t h at defin e a sear ch patt ern .

In order t o u se it :

You can specify t h e t arget search t ag by u sin g m at ch in g: < tag_ n am e> =’ regex’ ;

You can specify t h e search pat t ern by u sin g < t ag_n am e> = '<regex_ com m an d> ' e. g. , aanam e= { { regex} }
m at ch in g: aan am e= 'regex' wh ere reg ex is v ariable wit h requ ired expression

Fu zzy Select or

Fu zzy st rin g m atch in g is a t echn iqu e t o search st rin gs wh ich are n ot 1 0 0 % m at ch , an d m at ch a pat t ern
approxim at ely , rat h er th an exact ly .

A select or’ s fu zzy search capabilit y en ables y ou t o locat e st rin gs based on a pat t e rn , rat h er t han on an
exact m atch t o y ou r in pu t .

In order t o u se th e fu zzy search capabilit ies, y ou n eed t o in clu de in t h e t op - lev el t ag of th e t arget

select or a m at ch in g opt ion:

You can specify t h e t arget search t ag by u sin g m at ch in g: < tag_ n am e> =fu zzy ;

D et erm in es t h e m at ch in g th resh old by u sin g fu zzy Lev el: < t ag_ n am e> = <nu m erical_ v alu e> .

T h e v alu es su pport ed are nu m erical from 0 t o 1 , a closer to 0 v alu e ret u rn s resu lt s with lower
sim ilarit y, an d a v alu e closer t o 1 ret u rn s t h e resu lt s with h igh er sim ilarit y .

If m ore elem en t s are fou n d, th e t arget act ion is execu t ed on th e first on e. e. g. , aan am e= {{ regex} }
m at ch in g: aan am e= 'fu zzy ' fu zzy lev el: aan am e= '0 . 7 '

Non - G reedy Sel ect or

Non - G reedy s earch giv es y ou t h e opt ion t o search th e su bsequ en t t ags in all t h e win dows th at m at ch
t h e t op - lev el t ag.

In order t o u se th e Non - G reedy search capabilit ies, y ou n eed t o in clu de in th e t op - lev el t ag of t h e

t arget select or an Idx( ) at t ribut e: You can search th rou gh all act iv e win dow in st an ces for th e elem en t
m at ch in g t h e t op- lev el t ag by u sin g < idx= '* '> .

Please n ot e t h at t h e < idx= '1 '> opt ion on ly search es th rou gh th e win dow in stan ces in focu s.

So if t h ere are m u lt iple t abs open an d y ou wan t Bot t o apply or f in d th e giv en select ors t o all t abs
wit h out brin gin g t h em t o foregrou n d t h en we u se th ese Non - G reedy Select or

Non - G reedy Sel ect ors are su pport ed on ly for an d .

Not e:
You sh ou ld ext end th e select or defin it ion t o h av e a n ew nam espace for search mat ch in g an d for t h e
fu zzy lev el wh ere: m at ch in g = regex, fu zzy , fu zzy words, fu zzy Lev el = 0 . . 1

WebD riv er

WebD riv er is a rem ot e con t rol in t erface t h at en ables in t rospect ion an d man ipu lat ion of D ocu m en t
O bj ect M odel ( D O M) elem en t s in web browser.

T h e D ocu m ent O bj ect M odel (D O M) is a cross - plat form an d lan gu age - in depen dent int erface t h at t reat s
an XM L or HT M L docu m en t as a t ree st ru ct u re wh erein each n ode is an obj ect represen t in g a part of t h e
docu m en t.

U sin g th is prot ocol, h eadless browser au t omat ion ( simu late work) becom es possible au t om at in g web
pages t h rou gh th e WebD riv er API, wit h out h av in g t o in st all ext en sion s an d ev en with out u sin g t h e GU Is

Headless t est in g is wh en y ou ru n a U I - based browser t est wit h out sh owin g th e browser U I. It 's ru nn in g a
t est or ru n n in g a script again st a browser bu t with ou t t h e browser, U I st art in g u p.

T ypes of su pport ed driv ers:

Ch rom e D riv er

M ozilla Firefox

In st allin g th e Web D riv er Prot ocol

St art by down loadin g t h e WebD riv er execu t able correspon din g t o t h e browser y ou wan t t o u se;

In st all and down load WebD riv er in a locat ion of y ou r ch oice, su ch as C: \webdriv er\Ch rom e

Sel ect t h e Path v ariable eit h er from U ser or Sy st em an d Edit

Click an d set pat h as C: \webdriv er\Ch rom e

R est art th e R obot Serv ice for t h e ch an ges t o t ake effect an d y ou are good t o go

Act iv it y Con figu rat ion

T o en able t h e WebD riv er capabilit ies in y ou r browser act ivit ies select t h e browser y ou are u sin g from
t h e BrowserT y pe field , t h en t h e WebD riv er opt ion from t he Com m u n icat ion s M et h od

T o perform act iv it ies with out th e Headless Browser l eav e t h e Hidden ch eckm ark un ch ecked with in
t h e Propert ies pan el else v ice- v ersa

T riggers

In New O rch est rat or, we h av e 2 t ypes of t riggers:

T im e T riggers ( ex Sch edu le) : plan s a recu rren t j ob

Q u eu e T rigger : T riggers j ob wh en ev er n ew it em s are added t o Qu eu e

A Q u eu e can h av e on ly 1 t rigger associat ed wit h it

Wh en we en able an SLA, t h e associat ion bet ween t h e process an d t h e qu eu e is au t om at ically made

Creden t ial St or e In t egrat ion in O rch est rat or

A Creden t ial St ore is a n am ed locat ion with in a secu re st ore from wh ich y ou can ret riev e robot
creden t ials an d creden t ial asset s wh en n eeded.

M ost ly U sed on es are:

CyberArk in t egrat ion

Azu re KeyVau lt in t egrat ion

O rch est rat or dat abase ( defau lt)

T o add 3rd part y plu gin s, e dit th e web. con fig file fou nd in t h e inst alled orch est rat or files by lookin g
for plu gin s. Secu reSt ores an d add file n am es sim ply by addin g v alu es u sin g com ma . an d rest art
orch est rat or serv ice

IT Au t om at ion
T h e act iv it ies are bu ilt on t op of th e official APIs or SD Ks prov ided by th e t echn ology v en dors ( e. g.
M icrosoft , Am azon , VM ware, Cit rix, an d oth ers)

T h e act iv it ies ru n in t h e backgrou n d, n ot v ia t h e UI

T h e act iv it ies are dev eloped an d own ed by U iPat h

T h ey are publish ed on t h e official feed an d we offer lon g term su pport an d official m aint en ance

T h e act iv it ies are cert ified an d scann ed with VER ACO D E and FO SSA

Wh at are th e capabilit ies of IT Au t om at ion Act iv ity Packages?

Easy t o U se - Easily creat e, u pdat e, m an age and run IT autom at ion processes

T h e list of su pport ed t ech n ologies is con t in u ou sly expan din g - Au t om at ion for On - Prem ise an d Clou d IT
in frast ru ctu res & serv ices, U ser M anagem en t sy st em s, Virtu alized En v iron m en t s;

Seam less in t egrat ion - secu re in t egrat ion wit h y ou r exist ing Sy st em s & Appli cat ion s.

Exam ples: D eploy Serv er( C lou d/ on prem ) , AD - Creat e U ser/ R eset U ser Password, VM ware export VM t o
O VF. .. an d m an y m ore

Feat u res

easy t o u se by drag an d drop

redu ced set u p t im e

backgrou n d run n in g v ia APIs

n o addit ion al cost s wit h im plem en t at ion

blen ds wit h y ou r exist in g part n er ecosy st em

secu re Veracode cert ifi ed

official lon g - t erm su pport by U iPath

In t egrat ion

Self S erv ice & D elegat ion , T riggers, In t egrat ion s

sch edu le j obs from t h e O rch est rat or web applicat ion - for exam ple, t h e cont rolled m ain t en an ce power-
off of a dat acen t er

j obs aut om at ically t riggered by an ev en t - for exam ple, a password reset based on a t icket

n igh t ly t rigger a serv ers powe r - off j ob t o st op un u sed compu t ers an d sav e cost s.

O rch est rat or m obile app

st art process j obs from y ou r m obil e dev ices

access logs an d report s on t h e go

reply t o Lon g R un n in g Workflows approv al requ est s

react t o crit ical IT requ est s in real t im e.

In t egrat e t h e exist in g IT script s in th e U iPath au t omat ion s

in creased secu rit y - for exam ple, creden t ials can be safely st ored in O rch est rat or asset s or secu re
v au lt s

access con t rol - delegat e workflow execu t ion s t o oth er colleagu es

m obilit y: ru n th em on th e go

in t egrat ed wit h approv al an d persist en ce

su pport for Au dit / ISO cert ificat ion s - loggin g lay er an d report in g.
Im port an t T erm s

M icrosoft Act iv e D irect ory

Act iv e D irect ory ( AD ) is a direct ory serv ice t h at M icrosoft dev eloped for t h e Win dows dom ain n etworks.
It is inclu ded in m ost Win dows Serv er operat in g sy st em s as a set of processes an d serv ices. Act iv e
D irect ory u ses Ligh t weigh t D irect ory Access Prot ocol ( LD AP) v ersion s 2 an d 3 , M icrosoft 's v ersion of
Kerb eros, an d D NS.

Fore m ore in fo

D om ain Con t roller

A Serv er ru n n in g in Act iv e D irect ory D om ain Serv ice( AD D S) is called a domain con t roller. It
au th en t icat es an d aut h orizes all u sers an d com put ers in a Win dows dom ain ty pe n et work - assign in g an d
en forcin g secu rit y policies for all com pu t ers an d in st allin g or u pdat in g soft ware

sAM Accoun t Nam e

T h e sAM Accoun t Nam e propert y is a login n am e u sed t o support clien t s an d serv ers from t h e prev iou s
v ersion s of Win dows, su ch as Win dows NT 4 . 0, Win dows 9 5 ,Win dows 9 8 , and LA N M an ager. T h e login n am e
m u st be less t h an 20 ch aract ers an d be un iqu e am on g all secu rit y prin cipal obj ect s with in t h e domain

Fore m ore in fo

M icros oft Exch an ge Serv er

M icrosoft Exch an ge Serv er is a m ail serv er an d calen darin g serv er dev e loped by M icrosoft . It ru n s
exclu siv ely on Win dows Serv er operat in g sy st em s

Fore m ore in fo

M ailBox

U ser m ailboxes are Exch an ge m ailboxes t h at are associat ed wit h people, t y pically on e m ailbox per
person . Each u ser m ailbox h as an associat ed Act iv e D irect ory accou nt th at giv es th e person access t o
t h e m ailbox t o sen d an d receiv e em ail m es sages an d create m eet in gs an d appoint m ent s

Fore m ore in fo

Exch an ge Man agem ent Sh ell

T h e Exchan ge M an agem en t Sh ell is bu ilt on Win dows PowerSh ell t ech n ology an d prov ides a powerfu l
com m an d - lin e int erface t h at en ables th e au t om at ion of Exch an ge adm in ist rat ion t asks.

It can be u sed t o:

Creat e em ail accou n t s

Creat e Sen d con n ect ors

R eceiv e con n ect ors

Con figu re m ailbox dat abase propert ies

M an age dist ribu t ion grou ps

Bu lk O perat ion s

In fact , wh en y ou do som et h in g in th e Exch an ge adm in cent er ( EAC) , th e Exch an ge Con t rol Pan el ( ECP) ,
or t h e Exch an ge M an agem en t Con sole ( EM C) , it 's t h e Exch an ge M anagem en t Sh ell t h at does th e work
beh in d th e scen es.

Fore m ore in fo

Act iv e D irect ory an d Exch an ge Serv er Act iv it y

Prer equ isit es for Act iv e D irect ory

Act iv e D irect ory Serv er

U sern am e

Password

It offers act iv it ies for M icrosoft Act iv e D irect ory D om ain Serv ices ( AD D S)

It prov ides a h ierarch ical dat a st orage for obj ect s in a n etwork. T h is set of act iv it ies en ables IT
profession als t o easily au t omat e im port an t operat ion s with Act iv e D irect ory obj ect s like
u sers, grou ps, an d com pu t ers
Possible operat ion s t h at can be au t om at ed are:

Creat in g an d u pdat in g u ser grou ps

M an agin g grou p m em bersh ip

AD obj ect m an agem en t

Access con t rol an d

righ t s m an agem en t

M icrosoft Exch an ge Serv er

In st all Exch an ge M an agem en t sh ell on th e Exch an ge Serv er

T h e m ach in e wh ere t h e workflow is ru nn in g sh ou ld be domain - j oin ed wit h t h e Exch an ge Serv er, an d

access sh ou ld be av ailable - FQ D N( Fu lly Q u alified D om ain Nam e ) of th e Exch an ge Serv er sh ou ld be
kn own /resolv ed by th e robot m a ch in e. e. g., Mail. dev sl. local

It offers adm in ist rat ion act iv it ies for O n - Prem M icrosoft Exch an ge Serv er 2 0 1 6 an d 20 1 9

Wit h th ese act iv it ies, y ou can delet e an d creat e Exch an ge m ailboxes , as well as en able an d disable
arch iv in g for exist in g m ailboxes.

Variou s Possible Processes t h at can be au t om at ed

Em ployees O n boardin g

Wh en a n ew em ploy ee is h ired in a com pan y , th e HR depart m en t prov ides t h e inpu t for a U iPath
au t om at ion process wh ich can be in any form at , let 's say Excel.

O u r workflow will creat e a corres pon din g n ew u ser accou nt in Act iv e D irect ory , will gen erat e a ran dom
password for it an d will set it t o expire aft er t h e first login , an d last ly adds t h e u ser accoun t t o a list
of specified grou ps.

Em ployees O ffboardin g

Wh en an em ploy ee leav es t h e com pan y , t h e associat ed Activ e D irect ory u ser accou nt is rem ov ed from
t h e grou ps it belon gs t o an d t h e u ser accoun t is disabled.

Password R eset & U ser Accoun t Un lock

T h ese are t h e m ost comm on IT operat ion s t h at are happen in g on a daily basis in an y com pany .
Au t om at in g t h em will m ake t h e life of IT adm in s easier.

For exam ple, em ploy ees can m ake requ est s t o an IT Help Desk Ch at bot wh ich au t om at ically t riggers a
U iPat h process t o respon d t o t h eir requ est s for password reset or u ser accou n t un lock. Th is can h appen
alm ost in stan t ly.

Act iv e D irect ory O bj ect s M an agem en t

T h ese are t h e m ost comm on IT operat ion s t h at are happen in g on a daily basis in an y com pany .
Au t om at in g t h em will m ake t h e life of IT adm in s easier.

For exam ple, em ploy ees can m ake requ est s t o an IT Help Desk Ch at bot wh ich au t om at ically t riggers a
U iPat h process t o respon d t o t h eir requ est s for password reset or u ser accou n t un lock. Th is can h appen
alm ost in stan t ly.

Access Con t rol & R igh t s D elegat ion

You can m an age th e access t o m iscellan eou s r esou rces v ia Act iv e D irect ory grou p m em bersh ips.

O rch est rat ion Process

Lon g- ru n n in g workflows

A Lon g run n in g workflow is a workflow wh ich n eeds t o wait for an ext ern al serv ice t o com plet e a period
of t im e t o pass or a Hum an u ser t o prov ide inpu t before it can con t inu e

T h ese go in t o a su spen ded stat e un t il th e con dit ion s are met for it t o resu m e. T h is great ly redu ces
resou rce u sage

Wh ile t h e lon g - ru nn in g workflow is wait in g, t h e workflow con t ext (T h e stat e v ariables ad of th e

execu t ion ) rem ain s persist en t
Asyn ch ron ou s Processin g

Wh en execu t in g a set st eps sy nch ron ou sly , like in t h e case of a For Each act iv it y , th e sy st em wait s for
each it erat ion of t h e loop t o com plet e before execu t in g t o t h e n ext on e.

Wh en execu t in g t h e st eps asyn ch ron ou sly , like in t h e case o f a Parallel for Each act iv it y ,m u lt iple
t ran sact ions can be processed at t h e sam e t im e. Th e t ran sact ion s are execu t ed in differen t th reads .
T h reads are series of act iv it ies th at can ru n con cu rren t ly .

Wh en sh ou ld we ch oose O rch est rat ion Process

Wh en ou r process will ru n in an un att en ded env iron m en t an d requ ires t h at we u se a ru les en gin e t o
st it ch t oget h er robot t asks, hu m an tasks an d asy n ch ron ou s processin g.

Wh en t h e execu t ion of ou r process n eeds t o wait for an even t t o com plet e an d we don 't want th e ro bot
t o keep pollin g for resou rc es

U n iv ersal Blob St orage

T h e Un iv ersal Blob St orage all ows y ou t o pu blish a set of gen eric st orage API m et h ods. By u sin g t h is
approach , t h e applicat ion serv ices becom e agn ost ic of t h e n at iv e st orage prov ider

T h e U BS makes t h e process of swit ch in g bet ween differen t flav ou rs of st orage solu t ion s easy an d
t ran sparen t , facilit at in g cost opt im izat ion , perform an ce scalin g an d data cent er im prov em en t s

U iPat h - St orage Fram ework

D efin it ion of T erm s

St orage ~> Abst ra ct a key - v alu e st orage solu t ion . Th e St orage Clien t API in t erface is com plian t wit h th e
O bj ect St orage clou d t erm in ology . Th e API u ser sh ou ld design th e dat a with respect t o a flat
m odel( bu cket like) .

St orage Prov ide r ~ > T h e u ndern eat h implem en t at ion of th e persist en ce sy st em , t h e st orage wapped by
t h e St orage Clien t API int erface
St orage Bu cket ~ > Bu cket as it is described by t h e Obj ect St orage con cept s. By an alogy with t h e
t radit ion al file sy st em s, t h e bu cket sh ou ld be read as a disk v olu m e

St orage Con t en t ~ > T h e act ual dat a bein g persist ed in t o t he wrapped st orage solu t ion

St orage Con t en t Prefix ~ > Th e m ech an ism t o logically group t h e sav ed cont en t u nder a sin gle bu cket

St orage Locat ion ~ > It fu lly describes t h e locat ion of t h e con t en t in side th e st orage, t hat 's th e tu ple
( key, prefix, bu cket ) . T h e key mu st be un iqu e across t h e enclosin g bu cket

St orage T ran sact ion ~ > It 's a best effort m echan ism t o address t h e all - or- n ot h in g requ est for a set of
st orage com m ands

AI Com put er Vision D em o

T o in stall, fi rst we n eed t o rem ov e U IAu t om at ion act iv it ies wh ich com es pre - in st alled

G o t o Man age Package an d in stall Com pu t er Vision act iv it ies package giv en officially by U iPath

It G iv es v ariou s act iv it ies an d Com pu t er Vision R ecorder

serv er pat h is cv. u ipat h . com

ESC ~> St op R ecorder

F2 ~> D elay

F5 ~> R efresh CV scope

ALT + left ~> t o back t o m ain page

All t h e act iv it ies are select ed based on An ch ors

yellow colo r ~ > Sim ilar select ion s are pres en t on screen

red color ~> Se lect ion is n ot u n iqu e or does n ot h av e prope r u n iqu e an ch or

green colo r ~ > select ion an d it s an ch or is un iqu e an d u sable

CV High ligh t ~ > T h is act iv ity is u sed t o h igh ligh t an y part icu lar elem en t in ou r workflow du rin g
execu t ion . It can u se ou t pu t obj ect of som e act iv it y as it s in pu t obj ect t o det ect an d h igh light an
obj ect /elem en t

Art icle for m ore l earn in g

In t elligen t O CR Act iv it ies

T axon om y M an ager ~ > Creat e an d edit a set of docu m ent ty pes t h at are sort e d by G rou ps an d
Cat egories

T h e creat ed t axon om y can be u sed by con v ert in g it in t o a . NET dat a t y pe wit h t h e Load
T axon om y act iv it y

T h e D igit ize D ocu m en t act iv it y is u sed t o tu rn th e docs in to digit alized docs gen erat in g classificat ion
algos u sed by t h e Cla ssify D ocum en t Scope act iv it y

T h e Classify D ocu m en t Scope act iv it y allows for t h e u sage of an y classificat ion algorit h m t o iden t ify
t h e t ype of a docu m ent

classificat ion R esu lt s.An y t ells if classificat ion is possible or dat a is possible t o be ext ract ed

T h e D at a Ext ract ion Scope act iv it y en ables u s t o ret riev e i n form at ion from docu m en t s based on th e
t axon om y and docu m en t t y pe by callin g t h e dat a ext ract ion algorit h m s we con figu re

T h e obj ect can be m apped t o a D at aSet u sin g th e Export Ext ract ion R esu lt s a ct iv it y , or u sed as- is for
m ore com plex qu eries

T h e T rain Classifiers an d Ext ract ors scope act iv ity allows for t h e com plet ion of t h e feedback loop for
an y classifiers and dat a ext ract ion algorit h m s capable of learn in g ( th e Key word Based Classifier for
exam ple)

Im port an t D ocs t o be referred wh en u sin g t h ese act iv it ies In t elligen t O CR act iv it ies

T h ese are sim ilar t o IQ Bot fun ct ion in g

U iPat h R em ot e Ext en sion

U sed t o au t om at e applicat ion s in side R em ot e Applicat ion s

Needs t o be in st alled in R em ot e Sy st em s

Can be obt ain ed th rou gh Con t act s form from U iPat h website easily

h elps t o u se an y Nat iv eD eskt op RD P an d Cit rix Au t om at ion

R PA Solu t ion Arch it ect R ole

T h e R PA Solu t ion Arch it ect will design th e en d -t o- en d archit ect u re of t h e R PA solut ion , ty pically t h is is
ach iev ed th rou gh a diagram t hat represen t s t h e logical con n ect ion s bet ween th e robot s, th e en t it ies
u sed, all t h e in v olv ed sub - processes, an d t h e in put an d out pu t data

In v olv ed in v ariou s st ages su ch as dev elopm en t , t est in g an d perform an ce an aly t ics

D ecide h ow man y robot s t o be u sed, wh at t h eir con figu rat ion s are goin g t o be an d h ow t h ey will be split
bet ween files an d O rch est rat or asset s as well as wh at Qu eu es, sch edu les an d docum en t s will be u sed

Loggin g an d R eport in g

Needs kn owledg e of Serv e rs, st orage, fir ewalls, load balan cers, rou t ers et c.

St ages of an R PA Proj ect

In frast ru ctu re Set u p ( En able)

D esign in g th e serv er arch it ect u re

In st allin g an d con figu rin g t h e arch it ect u re

Set t in g u p dev , t est & product ion en v iron m en t s

Proj ect G ov ern an ce ( Preparat ion )

Agreein g on t h e proj ect dev elopm en t approach

R ev iewin g t h e R PA best pract ices

Workflow D esign ( D esign )

Fillin g t h e Process D esign D ocu m ent ( PD D )

Creat in g t est cases an d dat a

D esign in g th e solu t ion

Workflow D ev e lopm en t ( Bu ild)

Bu ildin g th e workflows

Perform in g U n it an d Fun ct ional t est in g

Creat in g t h e D ev elopm en t Specificat ion D ocu m ent (D SD )

Q u alit y Assu rance ( T est )

Execu t in g th e t est cases

R eport in g t h e resu lt s

M akin g th e G o/ NoG o descision

Hypercare ( Su st ain )

Perform in g workflow su pport

M an agin g Ch an ges and im prov em ent s

Pyt h on

T h e Pyt h on Act iv it ies can be u sed u sin g th e Package U iPath . Py th on. Act iv it ies

T h is Package Con sist s of followin g act iv it ies:

Pyt h on Scope

Load Pyth o n Script

In v oke Pyth on M et h od

G et Pyth on O bj ect

R u n Pyth on Script

Pyt h on Scope

T h is Act iv it y is u sed t o set or con n ect U iPath robot wit h py t h on en v iron m ent inst alled on y ou r sy st em .

T h is act iv it y requ ires pat h t o th e folder con t ain in g th e pyth on . exe file
U iPat h cu rren t ly on ly su pport s py th on v ersion < 7

T h e Path t o pyt h on. exe can be acqu ired from t h e Win dows En v iron m ent Variables t ab

M ake su re pyt h on 3. 6 or less v ersion can be accessed by cm d usin g py t h on key word.

Load Pyth on Script

T h is act iv it y en ables t wo kin d of in pu t s

Code ~> You can ju st t y pe t h e complet e code as with in "" ( D ou ble Qu ot es)

File ~> Best approach is t o writ e y ou r code in a pyt h on file an d giv e pat h t o t h e file in t h is in put field

T h is act iv it y giv es an pyt h on in st ance t o be ref erred t o in an ot h er act iv it es

In v oke Pyth on M et h od

T h is act iv it y is u sed t o execu t e specific fun ct ions from ou r py th on code t h at are presen t in py th on
in st ance wh ich is t h e out put of t h e Load Py th on Script act iv it y

T h is act iv it y en ables 3 kin ds of param et e rs:

In put Param et ers ~ > Any nu mber of in put y ou wou ld like t o prov ide t o y ou r fu nct ion . Th is in pu t sh ou ld
be in th e form at of obj ect T h e obj ect sh ou ld be like { "som e st rin g", "ch arcat er like / "} Assu m in g ou r
pyt h on code is

from collect ion s im port Cou nt er

def Calcu lat eCh aract erLen gt h ( st rin g,ch ar) :

st rD ict = Coun t er( st rin g)

ret u rn st rD ict[ char]

In st an ce ~> It t akes py th on in st an ce t o work u pon

Nam e ~> Th e in pu t t o th is field is th e exact fun ct ion n am e t o be called

T h e ou tpu t of t h is act iv ity is a py th on obj ect or pyt h on in st an ce wh ich again n eeds t o be con v ert ed
t o . n et obj ect t o be u sed alon g with oth er act iv it ies

G et Pyth on O bj ect

T h is act iv it y is u sed t o Conv ert Py th on obj ect t o requ ired dat a t y pe t o be u sed in ot h er u ipat ha
at iv it ies

R u n Pyth on Script

T h is act iv it y is u sed t o execu t e an y py th on code as sim ilar t o double - clickin g an py t h on .py file

U se Case

T o Sen d Images in Email Body em beded in lin e, we can u se followin g py t h on code alon g wit h ou r bot

# Sen d an HTM L em ail with an em bedded image an d a plain t ext m essage for

# em ail clien t s th at don 't wan t t o display t h e HT M L.

im port sm tplib

from em ail. m im e. mu lt ipart import M IM EMu lt ipart

from em ail. m im e. t ext im port M IM ET ext

from em ail. m im e. im age import M IM EIm age

def Sen dM ail( From , T o, Password, M essage, Su bj ect , Im gPath ):

# D efin e t h ese on ce; u se th em twice!

st rFrom = From
 st rT o = T o

# Creat e t h e root m essage an d fill in t h e from , t o, and su bj ect h eaders

m sgR oot = MIM EM u lt ipart ( 'relat ed')

m sgR oot [ 'Subj ect '] = Su bj ect

m sgR oot [ 'From '] = st rFrom

m sgR oot [ 'T o'] = st rT o

m sgR oot .pream ble = 'T h is is a m u lt i -part m essage in M IM E form at . '

# Encapsu lat e t h e plain an d HT M L v ersion s of t h e m essage body in an

# 'alt ern at iv e' part, so m essage agen t s can decide wh ich th ey wan t t o display .

m sgAlt ern at iv e = M IM EM u lt ipart ( 'alt ern at iv e')

m sgR oot .at t ach (m sgAlt ern at iv e)

#m sgT ext = M IM ET ext ( 'T h i s is th e alt ern at iv e plain t ext m essage. ')

#m sgAlt ern at iv e. at t ach (m sgT ext )

# We referen ce t h e im age in th e IM G SR C at t ribu t e by th e ID we giv e it below

# '<b>Som e < i> HT M L</ i> t ext </ b> an d an im age. < br> < img src= "cid: im age1 " width = 2 0 px
h eigh t =30px> < br> Nift y ! '

m sgT ext = M IM ET ext ( M essage, 'h t m l')

m sgAlt ern at iv e. att ach ( m sgT ext )

# Th is example assu m es t h e im age is in t h e cu rren t direct ory

fp = open ( Im gPath , 'rb')

m sgImage = M IM EIm age( fp. read( ) )

fp. close( )

# D efin e t h e image's ID as referen ced abov e

m sgImage. add_h eader( 'Con t en t - ID ', '< im age1 > ')

m sgR oot .at t ach (m sgImage)

# Sen d t h e em ail ( th is example assu m es SMT P au th en t icat ion is requ ired)

sm t p = sm t plib. SM TP( 'smt p. gmail. com ', 5 8 7)

sm t p. st art t ls( )

sm t p. login ( st rFrom , Password)

sm t p. sen dmail( st rFrom , st rT o, m sgR oot . as_ st rin g( ) )

sm t p. qu it ( )
 ret u rn "M ail Sen t "

U iPat h T est Su it e

Soft ware T est in g ~ > Soft ware t est in g is t h e process of v erify in g th at a soft ware m eet s cert ai n
requ irem en t s an d behav es as expect ed

T h e requ irem en t s can be differen t iat ed in t o 2 aspect s:

Fu n ct ion al ~> refers t o an expect ed beh av iou r

Non Fun ct ion al ~ > Sy st em Efficien cy

D ifferen t lev els of T est in g:

U n it or Com pon en t T est in g ~ > In t h is on e we focu s o n t est in g in div idu al 'code' u n it s, down t o t h e lev el
of m et h ods an d fun ct ion s (don e by soft ware dev elopers)

In t egrat ion T est in g ~ > In th is we focu s on th e in t eract ion s bet ween t h e compon en t s or sy st em s

Syst em T est in g ~ > In t h is we focu s on t h e beh av iou r of an en t ire soft ware sy st em or produ ct. Also
refe rr ed t o as End - t o- En d t est in g

Accept an ce T est in g ~> In th is t est in g, we in clu de en d u sers an d ot h er key st akeh olders, t o ch eck h ow
t h e u sers beh av e wit h th e soft ware differen t ly or as int ended.

D ifferen t t ypes of t est in g:

Black Box T est in g ( Focu s on In pu t & O u tpu t ) ~ > Black box t est in g solely focu ses on prov idin g a cert ain
in pu t and v erify in g t h e out put

Wh it e Box T est in g ( Access t o Implem en t at ion ) ~> Wh it e box t est in g prov ides a cert ain am ou nt of
access t o th e sou rce code t o t h e t est er

M anu al T est in g ( Ru n by a person ) It is fu rt h er div ided in t o * Script ed ( R equ ires Processin g) ~ > pre -
defin ed st eps of operat ion s, followed by specific v erificat ion st eps * Explorat ory ( R equ ires T h in kin g) ~>
M anu ally perform ed, bu t it t ypically prov ides on ly a h igh - lev el ch art er, t h en it leav es th e rest t o th e
act u al t est in g t o explore in det ail.

Au t om at ed T est in g ( R un u n at t en ded by a R obot ) It is fu rth er div ided in t o * U I T est in g ~ > T est th e

bu sin ess layer * API T est in g ~ > T est t h e API lay er. It in clu des sev eral in t erfaces an d prot ocols, su ch as
Soap, R est , Q u eu es an d m an y oth er

Act iv it y Cov erage Widget - > T h e Act iv ity Cov erage Widget calcu lat es t h e t ot al nu mber of act iv it ies t h at
were su ccessfu lly ru n form t h e origin al workflow or flowchart . O n ce an act iv ity h as run su ccessfu lly it
will be becom e gre en . Wh ile t h e workflow ru n s th e widget get s u pdat ed in real t im e.

T h e cov erage of each in div idu al workflow can be v erified in div idually by h igh ligh t in g th em ;

Wh en creat in g n ew t est cases in Stu dioPro by right - clicking an R PA Workflow an d select in g Creat e T est
Cases you will be presen t ed wit h t h e st andard G iv en, Wh en , T h en con t ain ers st ru ctu re

T h e R PA workflow wh ich was righ t - clicked was aut om at ically in v oked in t h e Wh en sect ion

T h e Th en sect ion acts as t h e v erificat ion poin t . T h is is achiev ed by u sin g a Verify Con t rol At t ribu t e
act iv it y t hat ch ecks if t h e pat h for t h e ou t pu t folder h as been creat ed.

D at a - driv en t est cases can be easily creat ed by righ t - clickin g sim ple t est cases and select in g Add t est
dat a or by select in g t h e Creat e D at a - D riv en T est Case bu tton from th e ribbon sect ion

For an y ch an ges in t h e excel, t h e u ser n eeds t o reload t h at t est dat a in t o t h e bot

T h e St u dio, it self bu ilds argu m en t s with sam e n am e as colu m n nam e t o u se excel dat a

Verify Con t rol At t ribu t e - > Th is act iv it y ch ecks if t h e ou t pu t of an y act iv it y is equ al t o t h e giv en fixed
in pu t

T h e ou tpu t of t h is act iv ity is v isible in th e O ut put Pan el

For m ore in fo on Jen kin s in t egrat ion wit h R PA, Ch eck O ut

U iPat h D ocu m en t U nderst an din g

T h is t opic is div ided in t o 7 sect ion s:

In t rodu ct ion

T axon om y

D igit ize

Classify

Ext ract

Validat e

Post Preprocessin g

In t rodu ct ion

D ocu m ent Un derst an din g is t h e abilit y t o ext ract an d in t erpret in form at ion an d m ean in g from a wide
ran ge of docum en t t y pes, st orage form at s ( e. g. , im ages, PD Fs, t ext ) , an d obj ect s ( e. g., h an dwrit in g,
st am ps, logos) .

T h ere are t wo t y pes of dat a ext ract ion m et h odologies:

R u le- Based dat a ext ract ion

M odel- Based dat a ext ract ion

R u les - Based dat a ext ract ion ~ > It relies on a set of ru les to ext ract dat a from a docum en t ( like u sin g
regex)

M odel- Based dat a ext ract ion ~ > It is based on M ach in e Learn in g

Sem i- st ru ct u red docum en t ~ > it ext ract s t h e sam e data from each docum en t , and it requ ires a pre -
t rain ed M L m odel with fu rt h er ret rain in g

Non - st ru ctu red docu m ent ~> It n eeds t o "read" t h e t ext t o ext ract t h e m ean in g an d iden t ify th e righ t
dat a.T hu s it also requ ires pre - t rain ed m odels an d ret rain in g.

O CR is a m eth od th at reads t ext from im ages, recogn izin g each ch aract er and it s posit ion . It com es
h an dy in th e D igit ize st ep of t h e process wh en dealin g with n on - nat iv e docu m ent s, like scann ed files

D ocu m ent Un derst an din g Fram e work

T axon om y ~> In t h is pre - processin g st ep, y ou can add mu ltiple docu m en t t y pes an d t h e fields y ou are
in t erest ed in ext ract in g. e. g. , T otal Am oun t ,Pat ien t Nam e , U ser/ Produ ct Id et c

D igit izat ion ~> As t h e docu m ent s are processed on e by on e, t h ey go th rou gh t h e digit iat ion process. Th e
ou t put s of t h is st ep are t h e D ocum en t O bj ect M odel an d a st rin g v ariable con t ain in g all t h e docu m en t
t ext an d are passed down t o t h e n ext st eps

Classificat ion ~ > If y ou are workin g with m u lt iple docum ent s t y pes in th e sam e pr oj ect , t o ext ract data
proper ly you n eed t o kn ow wh at t ype of docum en t y ou 're workin g wit h . Th e im port ant th in g is th at y ou
can u se mu lt iple classifiers in t h e sam e scope, y ou can configu re t h e classifiers an d, lat er in th e
fram ework, t rain th em . T h e classi ficat ion resu lt s h elp in apply in g th e righ t st rat egy in ext ract ion

Ext ract ion ~> Ext ract ion is get t in g ju st t h e dat a y ou are int erest ed in . In t h is fram ework, y ou can u se
differen t ext ract ors, for t h e differen t docu m ent st ruct u res, in t h e sam e scope applic at ion . Th e
ext ract ion resu lt s are passed fu rth er for v alidat ion .

Validat ion ~> Th e ext ract ed dat a can be v alidat ed by a h um an u ser t h rou gh th e Validat ion St at ion .
Validat ion resu lt s can t h en be export ed an d u sed in fu rth er au t om at ion act iv it ies

Export ~> U se th e v alidat ed in form at ion or sav e it in dat atable or an y wh ere else y ou wan t.

T rain in g Classifiers an d Ext ract ors ~ > Classificat ion an d Ext ract ion are as efficient as t h e classifiers
an d ext ract ors u sed are. If a docum en t wasn 't classified properly , it m ean s it was u n kn own t o t h e act iv e
classifiers. T h e sam e way goes for th e in correc t dat a ext ract ion .

In t elligien t O CR Act iv it ies

T axon om y M an ager ~ > With th e T axon om y M anager Wizard, y ou can creat e t h e Taxon om y for y ou r
docu m en t un derst an din g proj ect , m ean in g th e in form at ion t h at y ou wan t t o ext ract an d t h e t y pe of
t h at in form at ion . e. g ., Dat a T able, T ext , Dat e et c

Load T axon om y ~> Loads t h e taxon om y creat ed wit h th e h elp of t h e T axon omy M an ager in t o a v ariable
t h at can be fu rt h er u serd with oth er act iv it ies

D igit ize D ocu m ent ~ > For scan n ed docu m ent s or im ages, t his act iv ity will u se O CR t o ext ract th e t ext
an d t h e D ocu m ent Obj ect M odel , a JSO N obj ect con t ain in g in form at ion regardin g t h e posit ion s of t h e
words on th e docum en t . ( For digit al docu m ent s, t h e t ext will be ext ract ed wit h ou t t h e u se of t h e O CR
en gin e)

Classify D ocum en t Scope ~ > Th e scope allows m u lt iple classifiers t o be u sed in order t o classify t h e
docu m en ts. You can find classifiers in th e int elligen t O CR act v it y package, as well as in ot h er U iPath or
t h ird - part y packages( e. g. , Abby y act iv it ies)

Con figu re Classifiers Wiza rd ~ > U se it t o con figu re t h e Classify D ocu m en t Act iv it y . It allows m u lt iple
classifiers t o be u sed in order t o classify t h e docu m ent s. You can also est ablish a con fiden ce th resh old
for each t ype of classifier

D at a Ext ract ion Scope ~ > Th e scope allows m u lt iple ex t ract ors t o be u sed in order t o ext ract th e data
from t h e docu m ent s. e. g. , U iPat h .D ocum en t Un derst an din g. M L. Act iv it ies or y ou r own ext ract or

Con figu re Ext ract ors Wizard ~ > Wit h t h is Wizard, y ou can cu st om ize wh ich ext ract ors will be u sed for
each in div idu al field, of each docu m en t t y pe.

Presen t Validat ion St at ion ~> Open s th e Validat ion St at ion, wh ich en ables y ou t o rev iew an d correct
docu m en t classificat ion an d au t om at ic dat a ext ract ion resu lt s.

In t egrat ed Validat ion St at ion ~ > T h is act iv it y pair allows for t h e creat ion of Validat ion St at ion h um an
t asks in a web - based en v iron m ent , t h rou gh U iPat h 's Act ions

Validat ion St at ion ~> Th e ext ract ed dat a can be correct ed an d con firm ed by a h um an u ser th rou gh t h e
Validat ion St at ion

Export Ext ract ion R esu lt s ~ > On ce y ou h av e ext ract ed in form at ion , y ou can u se it as it is, or sav e it in
a D ataT able form at th at can be conv ert ed v ery easily in t o an Excel file

T rain th e Classifiers an d Ext ract ors u sed ~ > Som et im es, the workflow m ay fail t o recogn ize t h e
docu m en t or ext ract th e correct dat a. T o im prov e t h e classifiers an d ext ract or's perform an ce, ev en if
t h ey recogn ized t h e correct dat a, th ey sh ou ld be t rain ed.

T axon om y

It st art s wit h cat egorizin g th e docum en t s an d defin in g t h e in form at ion y ou wan t t o ext ract .
G rou p th e docum e n t s based on t h e depart m en t or pu rpose of t h e docu m ent ext ract t ables an d n am es or
ev en pick th e lan gu age docu m ent is writ t en in.

T h ere can be on ly on e t axin om y file per proj ect st ored in D ocu m ent Processin g folder u n der th e
proj ect folder

O n ce th e t axon om y file is creat ed t h en it can be u sed in th e workflow u sin g Load T axon om y act iv ity

T axon om y M an ager

D efin in g th e D ocu m ent Ty pe:

Sel ect or creat e t h e grou p an d cat egory t h at t h e docu m en t i s a part of

Add n ew docum en t t y pe an d defin e its fields

Not e: A grou p can cont ain mu lt iple cat egories an d a cat egory can con t ain mu lt iple docu m ent ty pes

D efin in g D ocu m en t Fields

Edit in g th e n am e of th e docum en t, it s belon gin gs, and defin e t h e fields th at in t erest y ou in ext ract in g

D efin in g th e fields in t h e docu m ent , select in g th e area and pairin g th em wit h t h eir respect iv e v ariable

New Field ~> Sel ect in g New Field open s u p t h e win dow on t h e righ t , wh ere y ou can edit t h e field's
in form at ion

Edit in g th e D ocu m en t s Field

Ch oose a n am e for t h e field, specify wh et h er it is mu lt i - v alu e an d ch oose it s t y pe T axon omy M an ager

D oc T o st ore t axon om y file at dif feren t locat ion

D igit izin g Scann ed an d Nat iv e D ocum en t s

All t h e docu m en t s t h at are t o be processed ( nat iv e an d scan n ed) m u st pass th rou gh t h is st ep in order
for t h e robot t o u n derst an d th e kin d of docu m en t it 's workin g with an d wh at data is relev an t

T u rn in g th e docum en t in t o a DO M an d ext ract in g th e t ext is don e with th e D igit ize D ocu m en t act iv it y

T h e D egree of Paralle lism defin es h ow m any pages t h e workflow will an aly ze in parallel

Su pport ed En t en sion s are: . pn g, . gif, . jpe, . j pg, . jpeg, . t iff, .t if, .bm p an d . pdf M ore Abou t D igit ize
D ocu m ent at ion

D ocu m ent Obj ect M odel

T h is con t ain s basic in form at ion regardin g th e processed docu m en t such as n am e, cont en t t y pe, t ext
len gt h , an d in form at i on about each page

Variable dat a t ype is docum en t

It is u sed du rin g v alidat ion For M ore. . .

D ocu m ent Classificat ion

T h is st ep is u sed wh en dealin g with m u lt iple docum e n t t y pes

It is don e u sin g Classify D ocu m ent Scope act iv it y

T h e D ocu m ent Classificat ion Scope Wizard will open at select in g th e Con figu re Classifiers opt ion and it
allows u sers t o cu st om ize wh ich classifier will be u sed for each in div idu al t y pe of docu m ent

For t h is, first we creat e a classify .j son file

We h av e 2 classifiers by defau lt

In t elligen t Key word CLassifier

Keyword Based Classifie r

Keyword based requ ries v ariou s kin ds of key words th at m ay cam e u p in th e docum en t in differen t
form s, su ch as for Inv oic es : stat em en t, in v oice, inv oiec , in - v oice, in v oice et c

Con figu re Classifier is u sed t o select t h e docu m en t t y pe for wh ich t h e classifer is su pposed t o be u sed

We can hav e mu lt iple classifiers u sed at th e sam e t im e

Presen t Classificat ion St at ion

In M an y ca ses, docu m ent files com es as a package. with in t h e sam e file, th ere are m u lt iple docu m en t
t ypes t hat con t ain differen t set s of inform at ion an d wh ich n eed t o be t reat ed separat ely as far as dat a
ext ract ion an d post -processin g goes.

T h is act iv it y is u sed t o :

m anu ally split files in t o logical docum en t s, by select in g a docu m en t t ype an d a t an ge of pages
applicable for it

Verify an y au t omat ic classificat ion an d split t in g of a file in t o logical docum en t s an d perform correct ios
t o t h e au t om at ically proposed class ificat ion and separat ion

St eps:

Aft er t h e Classify D ocu m en t Scope , add th e Presen t Classificat ion St at ion act iv it y

At ru n t im e, t h e classificat ion st at ion will open an d sh ow t h e aut om at ic classificat ion resu lt s

If n eeded, on e can adj u st th e Classificat ion resu lt s.

Aft er clickin g on th e Sav e bu t t on, th e workflow con t in u es wit h t h e hu man v alidat ed classificat ion
in form at ion Classificat ion St at ion D oc

D at a Ext ract ion

T h is is t h e st ep t o ext ract t h e requ ired dat a from t h e docum en t s

D at a Ext ract ion Scope

Based on th e st ru ct u re of th e docum en t , differen t ext ractors com e t o play

T h e D at a Ext ract ion Scope Wizard will open at select in g t he Con figu re Ext ract ors opt ion an d it allows
u sers t o cu st om ize wh ich ext ract ors will be u sed for each in div idual field

It allows u sers t o m ix and mat ch ext ract ors as well as u se ext ract ors in parallel based on wh ich
ext ract or h as th e h igh est con fiden ce lev el

If classificat ion resu lt is prov ided th en D ocum en t ID is n ot requ ired

St eps t o work wit h form ext ract or:

We added t h e Form Ext ract or in side th e D ata Ext ract ion scope an d prov ided th e API Key from th e Clou d
Plat form accoun t . Next , we start ed t o M an age T emplat e s

Creat ed a n ew t em plat e for th e W - 4 form , usin g a file from th e proj ect 's folder, an d t h e O m n iPageO CR
an d we st ared con figu rin g it

We m at ch ed t h e first page wit h represen t at iv e key words. T o m ake th e mu lt iple select ion s, we pressed
t h e CT R L key

We st art ed m at ch in g t h e fields with th e v alu es defin ed in t h e t axon om y . We did th is eit h er by ch oosin g

t h e select ion m ode or pressin g t h e D + X key s.

Wh en we fin ish ed m appin g all t h e v alu es, we sav ed t h e t em plat e.

For u n st ruct u red or sem i - st ruct u red dat a, we can also regex based ext ract or

For sem i- st ru ctu red dat a, M L Ext ract ors can also be u sed

T h ey can be in st alled u sin g U iPat h .D ocum en t Un derst an ding. M L. Act iv it ies package

T h in gs t o rem em ber:

T h e en dpoint for comm un it y work is ht t ps:/ / inv oices. u ipath . com

API key can be f ou n d at plat form . u ipat h. com

Set - u p each field in correspon dan t t o pre - con figu red field t y pes/ n am es

O t h er En dpoin t s can be fo un d at

Validat ion
For 100% accu racy of t h e resu lt s, hu m an validat ion is alway s recom m en ded. T h is st ep is t riggered by
t h e Presen t Validat ion St at ion act iv it y

Presen t Validat ion St at ion

T h is act iv it y t riggers t h e open in g of th e v alidat ion st at ion.

It 's th e t ool t h at allows y ou t o rev iew an d, if n ecessary correct t h e docu m ent classificat ion an d
au t om at ic dat a ext ract ion resu lt s

U se t h is act iv ity in side a T ry - Cat ch act iv it y t o ch eck an d workarou n d of bu sin ess except ion s

For M ore. . .
KeyBoard
Sh ort cu t s
Export in g Ext ract ion R esu lt s

Aft er you validat e t h e ext ract ed dat a, y ou can export it t o wh at ev er en v iron m en t y ou n eed in order t o
con su m e it . T h e ext ract ion resu lt s can be export ed as a D at aSet v ariable wh ich can be fu rt h er
processed.

Export Ext ract ion R esu lt s

T h is act iv it y export t h e dat a ext ract ed t o a D at aSet .

Wh en u sed wit h t h e au t om at ic ext ract ion resu lt s an d t h e In clu deCon fiden ce flag is t o T ru e, it is t h e
perfect way of accessin g th e ext ract ed data, with th e pu rpose of an y R PA - based v alidat ion logic
av ailable

T h e D at aSet v ariable ou t pu t by t h e Export Ext ract ion R esult s act iv ity has a fixed st ru ct u re as follows:

T able n am ed Simple Fields ~ > Con t ain s colum n s wit h n am e equ al t o each field n am e in y ou r docu m en t
t ype, an d th e v alu es ( on th e su bsequ ent lin es ) pert ain in g t o each field. M ore t h an on e v alu e in a
colu m n is possible if :

You defin e a field as m u lt i-v alu e in y ou r taxon om y

for a field , wit h mu lt iple su ggest ion s

T able n am ed Simple Fields - Form at t ed ~ > it is sam e as sim ple fields bu t it prov ides t h e ou t pu t in
proper form at t ed way like for dat e YYYY- M M - DD an d for Address an d Nam e fields, th ese v alu es cont ain
a JSO N repres en t at ion of t h e Address an d Nam e part s respect iv ely

A collect ion of t ables ~ > t wo for each t able field in t h e docu m en t t ype

Not e: It is st ron gly recom m en ded, for easy iden t ificat ion an d u n derst andin g of t h e ou t pu t D at aSet
con t en t , t o exercise by loopin g th rou gh t h e Dat aSet . T ables in a For Each act iv it y , an d writ in g each
T able in a sh eet of an Excel file u sin g t h e Writ e R an ge activ it y .

T rain Classifiers Scope

T h is act iv it y has abilit y t o t rain th e classifiers u sin g eit h er t h e ou t pu t of th e Hum an Validat ed

Classificat i on St at ion or t h e ou t pu t of th e Validat ion St at ion - as both set s of in form at ion are hu man
con firm ed an d can be in gest ed by t h e classifiers t o self - learn

It is u sed u sin g T rain Classifier Scope act iv it y

In t elligen t Form Ext ract or

U sed got ext ract in g h an dwr it t en words/ ch aract ers from docu m en ts

Has few lim it at ion s for Comm un it y edit ion :

T h e size of th e docum en t s is lim it ed at 1 page.

Com m un it y endpoin t s are rat e - lim it ed per IP address at 5 0 requ est s per h ou r.

If t h e rat e- lim it is reach ed, an 42 9 - T oo M any R equ est s error is display ed, an d t h e IP address is
blocked for 1 h ou r. T o Learn M ore. . .

Access t o On D em an d Webin ar t o D ocum en t U n derst andin g

Sch edu le T ask u sin g Win dows Sch edu ler

Not e: T h is process is n ot officially su pport ed by U iPath

T o Sch edu le y ou r bot, follow t h e giv en st eps

Pu blish you r bot t o packages t h at is creat e a . nu pkg file

Creat e a . bat file with cont en t as "Path - t o- U iR obot . exe" - file "pat h - of-
n u pkg" e. g. , "C: \U sers \piy u s\AppD at a \Local\U iPat h \a pp-2 0 .6 . 0 - bet a00 9 3 \U iR obot. exe" - file
"C: \Prog ram D at a \U iPath \Packages \JU . Paren t Port al. 1 . 0. 1 .nu pkg"

O pen Win dows T ask Sch edu ler

Click on Creat e T ask

G iv e som e n am e t o y ou r Bot Sch edu le

Set Con figu re for t o Win dows Vist a , Win dows Serv er 2 0 0 8

In T riggers t ab creat e a n ew t rigger, select O n a Sch edu le an d set som e t im e

In Act ion s tab, set th in gs as

Act ion : Start a Program

Program /Script : cm d

Add a argu m en t: / c "file - n am e- with - ext en sion "

St art in : path - t o- t h e- direct ory - con tain in g- file( wit h out dou ble qu ot es)

In Con dit ion s tab, u nch eck th e box with St art t ask on ly at AC Power

Click ok an d close t h e sch edu ler, bot is sch edu led su ccessfu lly

Au t om at ion Hu b

It ia collaborat iv e t ool for au t om at ion opport un it y iden t ificat ion , pipelin e m an agem en t and process
reposit ory

Au t om at ion Hu b is u sed by :

Em ployees wit h au t om at ion ideas ~ > Bu sin ess u sers n eed t ran sparen cy on th e au t om at ion pro gram , on
t h e on e han d, an d an easy way t o cont ribu t e th eir ideas and expert ise

T h e C- su it e ~ > T h e C - su it e n eeds a sin gle sou rce of t rut h on th e perform an ce of th e aut om at ion
program , as well as reliable an d easy t o read inform at ion for t h e decision m akin g p rocess

Cen t er of Excell en ce Leaders an d t h eir t eam s ~ > Cen t er of Excellen ce m em bers n eed on e place t o st ore
all t h e in form at ion , docu m ent at ion and cont ribu t e t o t h e au t om at ion ideas t o tu rn t h em in t o realit y .

Process M in in g

U iPat h Process M in in g is a Proce ss M in in g Solu t ion th at t ran sform s dat a from y ou r IT sy st em s int o v isu al
in t eract iv e dashboards, allowin g y ou t o see exist in g valu e decreases, bot t len ecks an d discrepan cies, as
well as u n derst an din g th e root - cau ses an d possible risks.
Produ ct Arch it ect u re
Adm in Pan el ~ > A clou d h ost ed web applicat ion th at allows t h e cu st om er t o con figu re th e proj ect s. Th e
port al en ables an adm in t o inv it e an d m an age u sers, con figu re proj ect set t in gs an d v isu alize resu lt s
from past proj ect s

U ser Workst at ion ( R ecorder) ~ > Th e R ecorder ru n s on t h e users m ach in e an d collect s dat a abou t t h e
t asks th ey perform . T o be m ore specific, th e recorde r coll ect s dat a about th e applicat ion th at t h e u ser
in t eract s with , captu res key st rokes an d clicks, an d t akes a screen sh ot for each act ion

Processin g Q u eu e ~ > Th e D ata Preprocessin g com pon ent analy zes locally al l t h e captu red dat a and
rem ov es t h e n on - essent ial or con fiden t ial in form at ion, based on th e con figu rat ion s t h at th e adm in set .
It also en crypt s and packages t h e dat a in order t o prepa re it for u plaod.

In t ern al St orage ~ > Th e packaged dat a is st ored on cu st omer prem ises, in in t ern al st orage

U ploader Applicat ion ~ > U sin g t h e u ploader applicat ion , t he dat a is u ploaded t o t h e U iPat h clou d

An alyzer ~> Analy zer will decry pt t h e dat a an d will apply AI t o iden t ify tasks. Aft er t h e an aly sis is
fin ish ed, dat a can be im port ed an d v isu alized in t h e adm i n pan el.

O t h er Feat u res

D ash board T ab ~ > T h e D ash board t ab is u sed t o t rack t h e progr ess of t h e proj ect an d keep th e
st akeh olders in form ed by u sin g th e graph ical display s of t he real - t im e dat a av ailable.
U sers t ab ~> Th e adm in can in v it e u sers t o part icipat e in a st u dy an d t h ey can v iew and man age th e
u sers recordin g st at u s an d t h e u ser's act iv ity

Set t in gs T ab ~ > Helps t h e adm in s con figu re t h e proj ect s by set t in g u p t h e dat a v olu m e lim it s,
con figu rin g t h e folder pat h for t h e dat a t o be st ored, an d m an agin g th e list of applicat ion s t o be
record ed

Processes T ab ~ > T h e adm in can v iew in form at ion about the com plet ed processes an d im port n ew files
prov ided by th e U iPath R epresen t at iv e aft er t h e An aly zer st age h as been com plet ed

T ask Captu re

It is a process discov er t ool t h at h elps y ou get det ailed in sigh t s abou t au t om at ion can didat es direct ly
from you r em ploy ees.

It is main ly u sed by em ploy ees wit h deep expert ise on t h e process an aly zed ( or Su bj ect M at t er Expert s,
as t h ey are ca lled oft en ) and by Bu sin ess An aly st s.

T ask Captu re is n ot licen sed separat ely , bu t rat h er com es bu n dled with Au t omat ion Hu b. For ev ery
Au t om at ion Hu b licen se, y ou will get an un lim it ed am oun t of T ask Capt u re act iv at ion s.

Feat u res

New Process D efin it ion D oc um en t ( PDD ) t em plat e

Sav e t h e diagram as an image

New localizat ion s

O fflin e act ivat ion

T elegram API M essagin g

T o sen d an y m essage u sin g t elegram bot API, we will requ ire a bot agen t t o sen d m essages as a user

T o creat e a T elegram Bot :

O pen T elegram an d sea rch for Bot Fat h er ( t elegram official u ser)

Join t h e ch ann el an d sen d m essage / n ewbot

G iv e a n am e t o y ou r Bot an d a u n iqu e U sern am e

O n ce don e you will receiv e a m essage sim ilar t o

U se t h is t oken t o access th e HT TP API: 1 36 XXXXXXX: AAHYYYYYYY

Keep you r t oken secu re an d st ore it safely , it can be u sed by any on e t o con t rol y ou r bot.

Sav e t h e HTT P API t oken wh ich is y ou r BO TT oken v ery securely as it can be u sed t o sen d m essages u sin g
you r creat ed bot .

T o u se th e creat ed bot , we n eed t o add it in som e grou p an d for th at:

Creat e a n ew grou p

Add all t h e m em bers y ou wan t t o be in th at grou p

click on Add M em ber an d search for @ BotU sern am e wh ere Bot U sern am e is th e u sern am e prov ided by you
wh ile creat in g T elegram Bot

Now t h e fin al t h in g requ ired is ou r chat id for t h at :

O pen Browser

Nav igat e t o ht t ps:/ / api.t elegram . org/ bot < You rBO T T oken >/ get U pdat es

You will see a m essage sim ilar t o

"m essage": { "m essage_ id": 2 , "from ": { "id ": 6 0 77 6 0 3 21 , "is_ bot ":false, "first _ n am e": "Piy u sh ", "last _ nam e": "Agar
wal", "u sern am e": "Py kid", "lan g u age_ code": " en "} , "ch at ": { "id": -
100126620304 4 , "t it le": "T est ", "t y pe": "su pergr ou p"} , "dat e": 1 5 9 8 1 5 79 9 3 , "t ext ": "Hello"} } ] }

Copy an d sav e th e ch at id as fou nd in th is m essage - 10 0 1 26 6 2 0 3 04 4 an d n ow we are ready t o in t egrat e

it wit h ou r own Bot s
In M an age Package s, in clu de U iPath . Web. Act iv it ies

U sin g Htt p R equ est act iv it y set , t h e en d poin t

as h tt ps: //api. t elegram . org/ bot < BO TT oken > / sen dM essage?ch at _ id= < Ch at ID >& t ext = <T ext T oSen t >

R equ est M eth od can be PO ST as well as G ET

Accept respon se as JSO N

Au t h en t icat ion is n ot requ ired so set it as Non e an d Clien t Cert ificat e fields a s Em pt y

You can t est by clickin g on Prev iew an d if y ou receiv e t h e R espon se as

"ok": t ru e,

"resu lt ": {

"m essage_ id": XX,

"from ": {

"id": XXXXXXXX,

"is_bot ": t ru e,

"first _nam e": "T est bot ",

"u sern am e": "T est bot t est in gbot "

},

"ch at ": {

"id": XXYYYYYYY,

"t it le": "T est ",

"t ype": "supergrou p"

},

"dat e": 159 81 6 0 2 56 ,

"t ext ": "Hello World "

An d you Bot is ready .

D at abase Con n ect iv ity with U iPath

U iPat h u ses U iPat h. D at abase. Act iv it ies package t o in egrate wit h dat abase

Con n ect ~> T o conn ect t o t h e My Sql dat abase set th e connect ion st rin g
as "Serv e r=localh ost ; D at abase= db - n am e; U id=u ser- n am e; Pwd= u ser- password; " and creat e an ou tpu t
con n ect ion conn

Execu t e Q u ery ~ > T o Perform Select operat ion on dat abase, u se it by giv in g exist in g conn ect ion as conn

Execu t e Non Q u ery ~> T o Perform In sert / U pdat e/ D elet e operat ion s on th e database

In sert ~> T o perform in sert operat io n for a set of rows, t h is act iv ity is u sed t o in sert a com plet e
t abu lar dat a in th e dat at able in side dat abase

St ored Procedu r es ~ > It can be u sed by u sin g Execut e Q u ery act iv it y by ch an gin g th e comm an d
t ype t o st ored procedu re

St rin g Bu ilder

It can be u sed t o creat e a lon g st rin g

It s syn t ax is n ew St rin gBu ilder wit h dat a ty pe Sy st em . t ext .St rin gBu ilder
A good u se- case is t o sen d D at aT able as M ail M essage t o any on e

St eps t o Con v ert Excel D at aT able in t o Ht m l T able:

Creat e a St rin gBu ilder v ariable cal led st rbu ilder

U se Appen d fu nct ion of St rin gBu ilder t o appen d t ext for HT M L code

bu ilder. Appen d( "

<h t m l>

<h ead>

<st yle>t h ,t r, t d{ border: 1 px solid black;} < /sty le>

<body>

<t able><t r>")

For each colu mn n am e t o be in sert ed as h eader, u se For each act iv it y with valu e
as D ataT able. Colu mn s an d dat a -t y pe as Sy st em . D at a.D at aColu m n

Appen d th e colu mn h eaders as

bu ilder. Appen d( "

<t h >"+it em. Colu m n Nam e.T oSt rin g+ "< / t h> "

Sim ilarly Appen d cells v alu es for each row and ev ery colum n of in div idu al row

Win dows Applicat ion u sin g U iPat h Apps

U iPat h Apps is th e lat est featu re of U iPath 20 2 0 t h at giv es y ou freedom t o dev elop & cu st om ize an App
like in t erface an d in t egrat e with y ou r O rch est rat or & U iPat h Bot

For t h is Applicat ion , n pm sh ou ld be in st alled in sy st em .

You can down load it u sin g Node JS

O n ce th e Process is ready - > Con v ert int o package an d pu blish it t o O rch est rat or

G o t o U iPat h Sam ple Applicat ion

D own load th e Z ip file

O pen Main . j s file an d do th e requ ired m in or ch an ges

Ch an ge RU NT IM E UR L : T h is is th e U R L of you r U iPath App, Aft er pu blish in g y ou r app wh en y ou open it ,

t h e u rl of th e browser is wh at we n eed

Win dow Param et : if y ou wish y ou can ch an ge th e win dow size

O pen package. j son , h ere y ou can ch an ge th e display n am e wh ich is t h e t it le of win dows applicat ion

icon . j pg im age is th e Win dows Applicat ion icon , t hat y ou can replace wit h an y ot h er im age ju st with
sam e n am e

O n ce don e, open y ou r cm d and m ov e t o respect iv e direct ory wit h files

R u n th e com man d, npm st art -> It will v erify for requ irem en t s n ecessary for ou r applicat ion

R u n th e com man d, npm run dist t o dev elop t h e final . exe files wh ich can be run on clien t m ach in e

T h is applicat ion requ ires Bot t o be conn ect ed t o O rch est rat or so t h at app can properly t rigger t h e bot

Allow an y U ser t o u se U iPath App

We can creat e an app an d allow an y person t o access it wit h ou t in st allin g U iPath in h is sy st em

T h e U ser wou ld n eed t o ju st cr eat e an accou nt on U iPat h Clou d an d t h e creat or of app sh ou ld add th e
u ser in h is organ izat ion

R ole - > It can be un derst ood as an posit ion in t h e T en an t wit h specific powers/ priv ileges t o serv ices
G rou p - > It is a grou p of users y ou wan t t o cat egorise wit h sim ilar powers

U iPat h App R oles - > In U iPat h app t h ere are 2 roles wh ich can be prov ided t o a u ser ( on ly on e per u ser)

U ser ( can run ) - > U ser wit h t h is role will on ly be able t o ru n t h e app

Co- Au t h or (can edit an d run ) - > U ser will be able t o edit th e app an d ru n as well

Process

Creat e a n ew G rou p ( will be h elpfu l wit h mu lt iple u sers)

Login t o you r U iPath Clou d

G o t o Adm in - > U sers an d G rou ps

Click on G rou ps -> Add G rou p

G iv e a n am e, say U iPat h Apps

Creat e a n ew R ole

Lau n ch you r O rch est rat or

G o t o T en ant - > R oles

Add a n ew R ole, say AppU ser

Add T en an t Perm ission : Webh ook ( View) an d Folder Perm ission : Job ( Creat e)

Click R ev iew an d Su bm it

Add th e grou p creat ed in st ep 1 t o O rch est rat or

In M y Folders , select D efau lt - > th e folder t o wh ich u ser wou ld h av e access

G o t o Set t in gs ( T op R ight )

Click on Assign U ser or G rou p

En t er U iPat h Apps and click on Assign

Assign a role t o th is grou p

G o t o T en ant in O rch est rat or

G o t o U sers

You will see u ipat h apps list ed, click on M ore Act ion s

Sel ect Edit and ch oose R ole a s AppU ser and U pdat e

T o add an y u ser t o t h is grou p

G o back t o you r U iPath Clou d

G o t o Adm in - > U sers an d G rou ps

Click on U sers

Click on In v it e U sers

Sel ect G rou p m em bersh ip as U iPat h Apps

En t er t h e u sers em ail an d click on Inv it e

Fin ally t o giv e access t o run y ou r app,

G o t o you r U iPath App

From t h e M ore O pt ion s of y ou r creat ed App select Sh are

Click on A dd U ser

En t er t h e u ser nam e t o wh om y ou wan t t o giv e access

Assign a R ole, say U ser ( can run )

Wit h th is wh en u ser accept s th e in v it e an d creat e h is accou n t h e will h av e access t o y ou r T en ant an d
will be able t o access apps

U ser will n ot h av e an y access t o ot h er serv ices or O rch est rat or an d will on ly be able t o see Webh ook
calls

An d n ext t im e t o add a n ew user, y ou will j ust h av e t o add h im t o U iPat h Apps G rou p an d giv e access t o
specific App y ou wan t.

Cu st om In pu t

T h is act iv it y is u sed t o get dat a from HTM L webpages

It requ ires a JS t o be em beded in t o t h e code t h at is

<! D O CT YPE ht m l>

<h t m l>

< ! - - Sim ple HTM L Code - - >

<body>

<h 2>Sim ple Form < /h 2 >

<form act ion= "/ act ion_ page. php">

First n am e: < br>

<in pu t t ype= "t ext " nam e= "first n am e" id= "First Nam e">

<br>

Last n am e: < br>

<in pu t t ype= "t ext " nam e= "last n am e" id= "Last Nam e">

<br>

Age: <br>

<in pu t t ype= "t ext " nam e= "age" id= "Age">

<br><br>

<in pu t t ype= "su bm it " valu e= "Su bm it " id= "Su bm it Bu tt on " >

</form >

< ! - - Sim ple Htm l code en ded - ->

< ! - - Im port ant Script t o get data -- >

<script >

docu m ent . get Elem en t By Id( "Su bm it Bu tt on ") . onclick = fu nct ion ( ) {

v ar First Nam e = docu m ent . get Elem en t By Id( "First Nam e") . v alu e;

v ar Last Nam e = docum en t . get Elem en t By Id( "Last Nam e") . v alu e;

v ar Age = docu m en t. get Elem en t By Id( "Age") . v alu e;

v ar O ut put St rin g = "{ \"First _ Nam e\": \"" + First Nam e + " \", " + "\"Last _ Nam e\": \" " +
Last Nam e + "\", " + "\"Age\ ": \" " + Age + "\"} ";

win dow. ext ern al. s et R esu lt ( Ou t pu t St rin g);

};

</script >
< ! - - Im port ant Script t o get data en ded - - >

</body>

</h tm l>

For bet t er u se of t h e O ut put Variable, we can u se t h e deseriali ze JSO N act iv it y from

t h e U iPat h . Web. Act iv it ies t o creat e an JSO N obj ect t h at can be easily u sed.

Form s

It prov ides a look of Boot St rap

D ism issed Propert y - > U sed t o ch eck if t h e form is filled or abru pt ly closed t h at is T ru e if closed
abru pt ly

T o in sert data in side form s from ou t side, we can u se FormFieldsCol lect ion wh ere Nam e ref ers
t o F ieldKey an d Valu e we wan t t o in sert

T o Con v ert a dat at able in t o a Json O bj ect, we u se Newt on soft . Json . Json Conv ert . Seriali zeO bj ect ( T able -
Nam e)

If abov e code doesn 't work, th en open Im port s an d add Newt on soft n am espace in it

T o in sert a D at aT able data in side a form , we j u st sam e T ext Fields t o represen t t abu lar dat a for sin gle
row wit h Sam e FieldKey Nam e a s Colu m n Nam e placed in side t h e D at aG rid Com pon en t

D at aG rid an d Edit G rid both works t h e sam e way j u st differen t with looks

T o Creat e drop - down s dyn am ically , p robably like St at es and respect iv e cit y nam es

// Th is code will m ake th e do block of form execu t e with ou t closin g t h e form

con st .u pdat eOn Chan ge = in st an ce. updat eOn Ch an ge;

in st ance. u pdat eO n Ch an ge = fun ct ion ( flags, ch an ged){

if ( flags.m odified) {

in st an ce. em it( 'dropdown Chan ged', 'drop') ;

ret u rn u pdat eOn Ch an ge. call( in st an ce, flag, chan ged) ;

An d if t h e body is execu t ed t h en again th e param et ers/ v ariables are reassign ed in t o t h e form

Act ion Cen t er

U iPat h Act ion Cen t er is th e com pon en t of t h e U iPath R PA Plat form m eant t o enable Hu man s t o st art
processes, t h en st ep in , v alidat e, an d m ake decision s regardin g t h e work of R obot s in complex
processes t h at requ ire except ion s, escalat ion s, an d approvals. T hu s, it prov ides th e m ean s for en d t o
en d process au t om at ion

Wh en ev er bot s requ ire h u m an validat ion ,m ake decison s or an y th in g in wh ich hu m an in put is requ ired
t h en , it can u se Act ion s Cen t er t o creat e a form and wait for t h e in pu t or pau se th e cu rren t t ask an d
m ov e t o an ot h er work

R egardless on h ow Act ion Cen t er is accessed, be it from On - Prem ises or Clou d Serv ices, t h e
fu n ct ion alit y of th e plat form will be th e sam e

U sers can h av e differen t lev els of perm ission with th e platform , bein g able
t o View or M anage act iv it ies.

U sers can resolv e t asks as well as start processes from t h e Act ion Cen t er plat form

If you are lookin g for a specific t ask, y ou can eit h er search for it direct ly if y ou rem em ber t h e t ask's
n am e, u se th e Sort by Priorit y or Filt er by Priorit y fun ct ion s

Act iv it ies ou tside Act ion Cen t er su ch as creat in g a Jira t icket or addin g dat a t o Salesforce can
also t rigger t ask creat ion an d com plet ion in side Act ion Cen t er.

Part s of Act ion Cen t er

Act ion s Pan el - > T h is is wh ere t asks are m an aged. Here y ou can v iew, se lect , search for specific t asks
an d filt er t h rou gh th em

Con t rols - > D ifferen t con t rol opt ion s will be display ed depen din g on t h e t y pe of in t eract ion requ ired by
t h e assign ed act iv ity

T ab Select ion - > From h ere y ou can access th e Hom e, Act ion s an d Processes T abs.

T asks - > Here on e can v iew at t ask in det ail.

Act ion St at u s

U n assign ed Act ion St atu s - > On ce an act ion is gen erat ed for a Hu man u ser, it will be display ed in th e
Act ion s page wi t h t h e U n assign ed St atu s .T h is m ean s t h at no u ser h as been allocat ed t o it

Com plet ed Act ion s St atu s - > O n ce an act ion is com plet ed by ou r Hum an u ser, it will be display ed in t h e
Act ion s page wit h t h e Com plet ed st atu s an d t h is will allow t h e R obot t o resum e t h e au t omat ed bu sin ess
process

Pen din g Act ion St at u s - > If an act ion is already assign ed t o a Hum an user it will be display ed in
t h e Act ion page h av in g th e Pen din g st atu s . M ost likely a qu eu e of such it em s will form an d will be
com plet ely in order depen din g on th eir priorit y

U iPat h Ch at Bot

U iPat h giv es th e feat u re t o creat e y ou r own ch atbot by integrat in g t h e O rch est rat or wit h t h e
dialogflow an d lev eragin g t h e power of google dialogflow en gin e an d NLP power

T o creat e you r own chat bot , v isit ch at bot .u ipath . c om

St eps:

Click on Creat e n ew ( + )

G iv e a n am e t o t h e Conn ect ion an d Sav e

Next go t o h tt ps: / /dialogflow. clou d. google. com /

Creat e an Agen t an d ch at bot wit h feat u res as y ou like an d t est in dialogflow

In Bu ild Part , Conn ect y ou r D ialogflow agen t an d O rch est ra t or Serv ice

In M ap Part , M ap th e process wit h sin gle in t en t th at h as all t h e requ ired v ariables

You are all set

St eps t o Con n ect D ialogflow agen t

O pen you r D ialogflow Con sole

Click on Set t in gs G ear icon

Copy t h e Proj ect - ID an d past e in conn ect ion details

O pen h t t ps: // con sole. clou d. google. com /

Sel ect you r Proj ect , Sam e as Proj ect ID

G o t o Nav igat ion > IAM & Adm in > Serv ice Accoun t s

Creat e a n ew Serv ice Accou n t

G iv e an y n am e t o accoun t an d role of D ialogflow API Adm in an d click on D on e

Copy t h e Email t o Chat bot Con n ect ion as Serv ice Accoun t

G en erat e a key from Serv ice Accou n t by clickin g on t h e side 3 dot s an d copy th e Priv at e Key t o Ch at bot
Con sole

Click on con n ect and y ou are don e

St eps t o Con n ect O rch est rat or Serv ice

Set D eploym en t t y pe as U iPat h Clou d

O pen h t t ps: // clou d. u ipat h .com /

G o t o Adm in

O pen th e D rop - down of y ou r T enan t Nam e

Click on API Access

Copy all t h e det ails t o Ch at bot Con sole

Click on Con n ect an d y ou are D on e

En crypt T ext

En crypt ion of cont en t can be don e u sin g U iPath . Cry pt ograph y . Act iv it ies

It con sist s of 4 featu res:

En crypt T ext

D ecrypt T ext

En crypt File

D ecrypt File

T h e Algorit h m s t h at can be u sed are:

AES

D ES

R C2 ( Non - FIPS)

R ij n dael ( Non - FIPS)

T ripleD ES

T h e Key or Password for th e files t o be en cry pt ed wit h are u ser- defin ed and th u s y ou can
basically Password - Prot ect y ou r files u sin g t h is package

En codin g field are t h e in put ed with th e m eth ods of Sy st em . T ext . En codin g

T h e act iv it es are easy t o u se an d can be u t ilized for m aintain in g dat a secu rit y ov er th e clou d

LINQ Q u ery

LINQ st an ds for Lan gu age Int egrat ed Q u ery

It s gen eral sy n t ax is for < ran ge> in < it erable> wh ere < con dit ion > grou p < grou pin g> select < resu lt >

Few exam ples for u sin g LINQ wit h U iPat h are:

T o get all rows of datat able as enu m erable from row in D T1 . As Enu m erable select row

T o get all dist in ct valu es presen t in a part icu lar colu m n ( from row in DT 1 . AsEn um erable grou p row by
v ariable1=row. it em ( colu m n -n am e/ in dex) int o grp= G rou p select v ariable1 ) . t oList

T o con v ert t h e dat a table of list elem en t s like abov e, ( from row in D T 1. AsEnu m erable grou p row by
v ariable1=row. it em ( colu m n -n am e/ in dex) int o grp= G rou p select Con v ert . t oSt rin g( v ariable1 ) ) . t oList

T o list differen t colu mn s from a t able j u st like SQ L u sin g aggregat e fu n ct ion s, ( from row in
D T 1. AsEn um erable grou p r ow by v ar1 = row. it em( 0 ) in t o grp= G rou p let col1 _ sum = grp. SU M ( Fu n ct ion ( x)
CD bl( x. it em ( colu mn - in dex) ) ) let col2 _ su m = grp. SU M (Fun ction ( x) CD bl( x. it em ( colu mn - in dex) ) ) select
{ v ar1, col1_sum , col2 _ su m })

LINQ qu eries are way fast er t h en n orm al u ipath act iv it ies p robably 1 0 t im es

St ru ct u re of Lin q

O bt ain D at a Sou rce

D efin e Filt ers

D efin e G rou pin g O perat ion s

D efin e R esu lt
It s gen eral sy n t ax is for < ran ge- variable> in < it erable> where < con dit ion > grou p < grou pin g - logic> select
<resu lt >

T o get a list of ran ge of n um ber s u sin g LINQ , y ou can u se (from n um in list 1 select nu m+ 1 ) .t oList

T o get th e t y pe of Lin q Q u ery resu lt , y ou sim ply u se G etT ype fu n ct ion

Lin q with Excel

En u m erable D at a is a collect ion of dat a th at can be it erated ov er, t h ou gh AsEnu m erable is n ot really
requ ired in lat est u ipath v ersion s

G rou p keyword refers t o a G rou p ty pe for a v ariable n am e

New Wit h is som et h in g we u se wh en we wan t t o grou p ou r rows bas ed on m u lt iple colu mn s an d it is

u sed t oget h er wit h an ot h er key word called Key

T o get th e en t ires colu m n v alu es for a part icu lar colum n , from row in DT 1 . AsEn um erable sel ect
row. it em ( 0)

T o get th e desired dat a ty pe for t h e v alu es in ou r collect ion , from row in DT 1 . AsEn um erable sel ect
Con v ert . t oSt rin g( row. it em ( 0 ) )

T o get a list of dist in ct it em s in a colum n, ( from row in D T1 . AsEnu m erable select

Con v ert . t oSt rin g( row. it em ( 0 ) )) . t oList .D ist in ct . t oList or ( from row in D T 1. AsEnu m erable grou p row by
pn =row. it em ( "colu mn -n am e"/ in dex) in t o grp= G rou p select pn ) . t oList

T o get sum of a colum n for du plicat e colum n s, ( from row in DT 1 . AsEn um erable grou p row by
pn =row. it em ( "colu mn -n am e"/ in dex) in t o grp= G rou p select grp. Su m ( Fun ct ion ( x) x. it em ( "colu mn -
n am e"/in dex) ) ). T oList

T o get mu lt iple colu m n s alt oget h er, ( from row in DT 1 . AsEnu m erable grou p row by pn = row. it em ( 0) int o
grp=G rou p let v ar1 = grp. Su m( Fun ct ion ( x) x. it em ( "colu mn - nam e"/ in dex) ) select
{ pn ,v ar1. T oSt rin g} ). T oList

T o con v ert t h e list t o a dict ion ary , we can u se T oList . T oD ict ion ary ( Fu n ct ion ( x) x( 0 ), Fun ct ion ( x) x( 1 ) )

T o u se select fun ct ion of G rou p m eth od, sy nt ax is like grp. Sel ect ( Fu n ct ion ( x)
x. Field( O fSt rin g) ( "colu m n Nam e"/ in dex) )

T o grou p rows based on m u lt iple colu mn condit ion s, u se ( from row in DT . AsEnu m erable grou p row by
pn =New Wit h { Key . A= row. it em ( "colu m n - n am e"/ in dex) , Key . B= row. it em ( "colu m n -n am e"/ in dex) } in t o
grp=G rou p select { pn .A, pn. B} ) .T oList

T o m erge differen t row v alu es for a part icu lar colu mn , u se ( from row in D T. AsEnu m erable grou p row by
pn =New Wit h { Key . A= row. it em (0 ) , Key . B= row. it em ( 1) } in t o grp= G rou p select
{ pn . A, pn . B, St rin g. Join ( "/ ", grp. select ( Fu n ct ion ( x) x. Field( of st rin g) ( "St atu s") ) ) }) . T oList( 0 )

T o get a list of D at aR ow obj ect wh ich is grou ped based on som e specific colu mn s, we can u se ( from row
in DT . AsEnu m erable grou p row by pn = New Wit h{ Key . A= row. it em ( 0 ) , Key . B= row. it em ( 1) } in t o grp= G rou p
select grp. First ) . T oList - > In t h is rows will be grou ped on th e basis of first and secon d colu mn an d t h e
first grou p it em will be available

AI Fabric

M L Skill - > act iv it y u sed t o ch eck t h e in put

U pload File - > act iv it y u sed t o re - t rain th e m odel

In Ent erprise T rial, we get on ly 2 R obot s wh ich is equ iv alen t t o u sin g 4 M L M odels and we wou ld n eed
t o keep on e licen se free for pipe lin e if we wan t ou r M L M odel t o t rain as well

T o ret rain an y m odel, go t o O bj ect D et ect ion

M L Skills are dep loy ed on an T en an t an d n ot on O rch est rator su ch t h at M L Skill creat ed on T enan t1
won 't be av ailable on T enan t2

O O T B M odels

Also kn own as Ou t of th e Box Packages

Can be fou n d un der M L Packages

It cont ain s v ariou s m ach in e learn in g m odels for differen t use - cases
Im age An alysis

It h as t wo packages: Im age M oderat ion an d O bj ect D et ect ion

Im age M odera t ion is u sed t o ch eck th e m oderat ion lev el of im ages

It is n on - t rain able

O bj ect D et ect ion

Iden t ify obj ect s from im ages

T rain ed on CO CO D at aset

It is R et rainable

G u ide f or O bj ect D et ect ion

G o t o AI Fabric

Creat e a Proj ect

Click O N M L Packages

Sel ect O bj ect D et ect ion from O pen Sou rce Packages

Creat e a package u sin g basic in form at ions

G o t o M L Skills

Package M aj or Version = 1 , M in or Version = 0, creat e th e package ( t akes 3 ~ 4 m in u t es)

St at u s of package can be ch eck in M L SKills T ab in th e orch est rat or

R equ ires t h e Package U iPat h. M LServ ices. Act iv it ies in Stu dio

Creat e In pu t O ut put folder in th e h om e direct ory an d st ore t h e t est dat a in in put folder

U se M L act iv it y t o u pload t h e file an d get an j son ou t pu t hav in g base6 4 st rin g of iden t ified obj ect s an d
predict ion dat a

T o con v ert t h e base6 4 st rin g t o im age, we can lev erage

t h e ht t ps://m arket place. u ipat h .com / list in gs/ encode - decode- act iv it ies cu st om act i v it y

En glish T ext Classificat ion

It is a ret rain able m odel

It is based on R oBER T a

D ocu m ent at ion

M icah 's D at a Set for classificat ion

R est au rant Sen t im ent An aly sis Kaggle D at a

Lan gu age D et ect ion is su pport ed by Facebook and can det ect th e lan gu age of t h e t ext

A G ood approach t o re - t rain th e m odel, wou ld be t o do it weekly

G u ide t o En glish T ext Classificat ion

G et t h e dat a t o t rain th e m odel

U se R est au rant Dat a Kaggle D at a

T h e abov e dat a is classified in t o Posit iv e an d Negat iv e

T h e st an dard split t in g of data sh ou ld be 8 0- 2 0

R eplace all 1 t o Yes an d 0 t o No

Creat e N ew Proj ect

Click on creat e D at aSet s

Creat e a folder for T rain Set an d u pload th e T rain .csv data

Creat e a folder for T est Set an d u pload t h e dat a

Nav igat e t o M L Packages and select t h e En glish T ext Classificat ion M odel

G o t o pipelin e and creat e n ew

Ch oose t h e T rain ru n an d T rain D at a folder

First Colu m n n am e u sed be in put an d secon d as t arget , if you wan t differen t h eaders, creat e param et ers

Sav e t h e pipelin e

D own load th e t rain ed m odel from t h e pipelin e wh ich can be u sed lat er on in an y proj ect s

O n ce th e T rain data is deploy ed , run th e sam e on Ev aluat ion pipelin e wh ere dat a will be T est D ata

For M L skills , m odel v ersion s are m in or & m aj or as 1

Creat e a n ew process wit h M L Package an d Web Act iv it ies package

R est procedu re is sam e as earlie r wit h Obj ect D et ect ion

Sen t im en t An aly sis

We don 't n eed an y dat aset as it is an Pre- t rain ed M odel and t hu s can n ot be R et rain ed

O pen sou rced by facebook research , t rain ed on Am azon s produ ct dat a rev iew

Possible predict ion s are Very n egat iv e, Negat iv e, Neu t ral, Posit iv e, Very Posit iv e

M ost ly u sed AI Fabric m odel

Blog wit h U secases

G u ide t o Sen t im en t al An aly sis

Creat e you r M L Package ( V2)

Creat e M L Skil l

Sim ply you r skill is ready an d t hu s it can be u t ilized in an y st u dio workflow

T h e M L skill wou ld defin it ely giv e an error if n o inpu t is passed t o it

Lan gu age Com preh en sion

All t h e m odels are NLP based m odels

Q u est ion An swerin g

Can giv e an swer for an y qu est ion by an aly zin g giv en paragraph

We don 't n eed an y dat aset as it is an Pre- t rain ed M odel and t hu s can n ot be R et rain ed

In put is in th e form of j son st rin g

Exam ple "{ \"paragraph \": an y t ext , \qu est ion \: an y qu est ion} "

Newlin e ch aract ers are n ot su pport ed in side paragraph

Sem an t ics Sim ilarit y

Fin ds sim ilarit y bet ween 2 sent en ces

Score of 0 - > No Sim ilarit y

Score of 5 - > High Sem an t ic Sim ilarit y

T ext Su mm arizat ion

Works for abou t 3 0 0 charact ers on ly as of n ow

Prov ides back an sum m ary of paragraph prov ided t o it as an in pu t

Lan gu age T ran slat ion

All t h e packages are Non R e- T rainable

T h ere are f ew lan gu age t ran slat ion m odels:

En glish T o Fren ch

En glish T o G erm an

En glish T o R u ssian

G erm an T o En glish

R u ssian T o En glish

T h e m odels are open - sou rced by Facebook AI R esearch

In put an d O u tpu t are sim ple st rin gs

T o det ect th e lan guage of an y st rin g, th ere are t wo way s:

Lan gu age D et ect ion m odel

G oogle Vision Package - > Can det ect lan guage from im age

D eployin g t h ese m odels are also v ery sim ple an d easy t o u se, sam e as oth er

T PO T M odel

It is an T rain able m odel

Aft er Su ccessfu l t rain in g, it prov ides u s wi t h T rain ed M L Model t h at is m odel. sav

Need t o T rain t h e M odel :

By T rain Pipelin e

By Ev alu at ion Pipelin e

T h e R at io sh ou ld be of 80 : 2 0 Percen t age

T h e T PO T M odel t akes in pu t in an j son form at a s

{ "colu m n -n am e1 ": [ valu e- colu mn 1 ] , "colu mn -n am e2 ": [ valu e-colu m n 2 ], "colu m n- n am e3 ": [ v alu e- colum n 3 ]. . . }

Predict ed v alu es are n ot exact but close t o th e ran ge of expect ed v alu e

Accu racy is direct ly proport ion al t o th e T rain in g D at a

In v oke M et h od

T h e Inv oke m et h od act iv it y h elps u s call a m et h od th at is ou t side t h e st andard bu ilt - in act iv it ies

T h e act iv it y calls a pu blic m eth od of a specified t y pe or obj ect

It act s eit h er on T arget T y pe or Target O bj ect

U ses

Wh en we h av e a class library / D LL in vb. n et or c# an d wan t t o call t h e m et h od

Wh en we wan t t o u se a m eth od wh ich does n ot gen erat e an out put , th us can n ot be u sed in an Assign
act iv it y

Wh en we wan t t o u se a m eth od wh ich gen erat es sev eral pi eces of ou t put ( example, T ry Parse wh ich
gen erat es a Bool an d Int 3 2 )

M et h od Types

M et h od Type defin e th e way of configu rin g t h e In v oke M eth od act iv it y

It is of 2 types:

St at ic - > T arget Ty pe and M eth odNam e are u sed (T arget O bj ect n ot)

In st an ce - > T h e obj ect from wh ich th e m eth od or m em bers are deriv ed n eeds t o be defin ed
( T arget O bj ect is u s ed)
T o figu re ou t wh eth er a m et h od is a St at ic or an In st an ce m et h od, y ou can ch eck th e M eth od sign at u re
in on t h e M SD N websit e. Below, y ou can fin d t h e sign atu res for a St at ic m et h o d, R ou nd( D ecim al) , and
an In st an ce m eth od Sort ( Com parison ) .

A qu ick way t o t ell wh at kin d of m eth od y ou are dealin g wit h is t o ch eck if th e m et h od sign at u re
con t ain s th e word "st at ic. If it does, th e m eth od is st at ic. If it doesn 't, it 's in stan ce.

G Su it e

T h ere are v ariou s G Su it e featu res t h at we can lev erage u sin g U iPat h

Su ch as

Sh eet s

AppsScript s

Calen dar

D ocs

D riv e

G m ail

Ev eryt h in g works in side t h e G Su it e Applicat ion Scope

T h ere are 2 t h in gs requ ired t o u se G Su it e Act iv it ies

Clien t ID

Clin et Secr et

Set t h e O Au t h Clien t t o Cu st om

In Con figu re scopes , select t h e Su it e Apps y ou wan t t o u se

Now you can drag an d u se an y act iv ity from G Su it e in side th e Scope

T o Access th e applicat ion s on G su it e, first t im e u ser will hav e t o giv e access t o th e a pplicat ion
on Browser open ed by U iPath an d G oogle m igh t sh ow t h e Applicat ion t o be U nt ru st ed bu t n oth in g t o
worry an d M ov e Adv an ce and G iv e t h e R equ ired Perm ission s

D elet e Fil e act iv it y rem ov es th e file from th e D riv e com plet ely t h at is it can n ot be ret ri ev ed from Bin

Con figu re Scope is an act iv it y th at is u sed t o prov ide access t o th e Applicat ion t o specific
resou rces, n eeds t o be don e on ly once

G en erat in g Clien t ID an d Secret

G ot o ht t ps:// con sole. clou d. google. com /

Creat e a New Proj ect

G ot o APIs & Serv ices in th e Left Nav igat ion Bar

O pen Library

Sel ect G oogle D riv e API an d G oogle Sh eet s API

R epeat St ep 3 an d G o t o O Aut h Con sen t Screen

Creat e an n ew app , giv e an y n am e y ou prefer

R epeat St ep 3 an d G o t o Creden t ials

Creat e a creden t ial, an d sav e t h e Clien t ID an d Secret Key

R em em ber n ot t o sh are th ese wit h an y on e

O bj ect ID of Sh eet

In G Su it e, we do n ot access files based on n am es rat h er u sin g obj ect Id

T o get th e O bj ect Id , we h av e got 2 way s:

T h rou gh U R L as
in ht t ps://docs. google. com / spreadsh eet s/ d/ 1 Bm i3 T M xLE2O M G k2 Wz1 mFm 3O 3 HJy D dy Awrv Z cXxEz2 Fw/ edi
t #gid=0 t h e obj ect id is 1 Bm i3 TM xLE2 O MFk2 Wz1 m Fm3 O 3 HJy D dy AwrvZ cXxEz2 Fw t hat is
bet wwen /d/ and / edit

T h rou gh D riv e act iv it y Fin d Files an d Folders , we specify th e Search Expression a s "n am e = 'n am eoffile -
wit h out Ext en sion '"

Access Files from Folder

T o access all th e files from a folder, we n eed t h e obj ect id of th e respect iv e folder

T o get th e O bj ect Id of folder, we can u se th e Fin d files an d Folders act iv ity with in put
as "n am e='Folder- Nam e'" an d sav e t h e Id in a va riable say FolderId

T o get a list of G oogle. Apis. D riv e. v 3 .D at a. File wh ich is basically a file presen t in G oogle D riv e again
u se Fin d files an d Folders act iv it y wit h in pu t as "'"+ FolderI d+ "' in paren t s and nam e cont ain s '* '" wh ich
will giv e a list of files av ailable in th e m en t ion ed folder

Bu gs

FileExt en sion propert y does n ot ret u rn an y st rin g

Fu llFileExt en sion propert y does n ot ret u rn an y st rin g

D own load File act iv it y will down load t h e files with ju st pat h bein g giv en bu t will down load "Excel" as
"PD F" on ly

G en erat e Q R Code

Q R Codes can au t omat ed u sin g U iPath . QR CodeLib. Act iv it ies

It prov ides u s wit h act iv it ies t o read QR Code from im ages direct ly or by prov idin g an pat h t o th e im age

It also giv es u s act iv it ies t o gen erat e Q R Code eit h er direct ly sa v in g im age t o path or creat in g an im age
v ariable t o be u sed

Fix R obot Error

In st all all lat est Win dows U pdat es.

U n in st all St u dio from Apps & Featu res m en u

Nav igat e t o th ese folders an d m ake su re t o delet e an y left ov er files

rm dir /s /q "C: \Program Files ( x 8 6 ) \U iPat h "

rm dir /s /q "C: \Program Files ( x8 6 ) \U iPat h Plat form "

rm dir /s /q "C: \Program Files \U iPat h "

rm di r /s / q "C: \Program Files \U iPat h Plat form "

rm dir /s /q C: \Program D at a \U iPath

rm dir /s /q %APPD ATA% \U iPat h

rm dir /s /q %APPD ATA% \Nu G et

rm dir /s /q %LO CALAPPD AT A% \T em p \n u get

rm dir /s /q %LO CALAPPD AT A% \T em p \Nu G et Scrat ch

rm dir /s /q %LO CALAPPD AT A% \Nu G et

rm dir /s /q %LO CALAPPD AT A% \U iPat h

rm dir /s /q %APPD ATA% \R oam in g \U iPat h

rm dir /s /q %U SER PR O FILE% \. nu get

G et you r lat est St able St u dio Com mu n it y Edit ion . exe in stalle r from ou r Au t omat ion Clou d resou rces:

Aft er in st allat ion , y ou get a few ch oices t o licen se y ou r St u dio. Th e m ost foolproof m et h od is t o
con n ect you r R obot t o O rch est rat or
M icrosoft T eam s

T o sen d an m essage t o an y ch an n el, we can u se In com in g Webh ook con n ect or

T o con figu re t h is con n ect or in any ch ann el:

In th e left pan el, click on . .. icon

Search for In com in g Webh ook in Fin d an app

Click on Add t o a t eam

Sel ect t h e chann el n am e

Click on set u p a conn ect or

G iv e an y n am e t o webh ook

U pload an im age for it ( opt ion al)

click on creat e an d copy t h e en d - poin t

U se HT T P R equ est from U iPat h . Web. Act iv it ies t o sen d an m essage in backen d t o t eam s as

R equ est Type: Post

BodyForm at : applicat ion /j son

Body: "{ ' T ext ': 'Any m essage y ou wan t t o sen d'}

API

T o call an y API cert ain param et ers are fixed wh ich can be creat ed as v ariables like

T en an t Nam e
Accou nt Logical Nam e

Folder Id

O rch est rat or U rl

T o call API 2 h eaders are alway s requ ired

"Au th orizat ion ": "Bear e r < access_ t oken > ",

"X -U IPAT H - T enan t Nam e": "< t en ant Nam e> "

Au t h en t icat in g API

For t h is, u se Postm an

G et t h e followin g in form at ion from u ipath clou d

U ser Key

Accou nt Logical Nam e

T en an t Nam e

Clien t Id

Creat e a PO ST requ est on u rl h tt ps: // accou n t. u ipat h .com /oau t h/ t oken

Headers as

"Cont en t -T y pe": "applicat ion /j son ",

"X -U IPAT H - T enan t Nam e": "< You r T en ant Nam e from above> "

Body as

"grant _t ype": "refresh _ t oken ",

"clien t _id": "<y ou r clien t id> ",

"refresh _t oken ": "< y ou r u ser key > "

Click on Sen d

Copy t h e access_ t oken receiv ed in R espon se

R em em ber t h is access t oken will be v alid for th e n ext 2 4 hou rs t o u se an y ot h er API

G et All En v iron m en t Nam es

T o G et folder id

O pen you r orch est rat or

Sel ect t h e pa rt icu lar folder

from u rl fet ch t h e id fid= xxxxx

U se a G ET requ est u sin g {{ u rl} } / odata/ Env iron m en t s?$ expan d= R obot s

Set Headers as

X- U IPATH - T en an t Nam e: t en an t Nam e,

X- U IPATH - O rgan izat ion Un it Id: < copy folder if from u rl>
Set Au t h orizat ion as

Beare r T oken : < acc ess_ t oken >

T h is will resu lt in an R espon se in an JSO N form at con t ain ing t h e requ ired in form at ion

Sim ilarly we can get mu lt iple det ails from O rch est rat or like Processes , Jobs , Q u eu es , Asset s et c

G et Part icu lar Asset

T h e idea beh in d callin g an y API is sam e as abov e

For t h is th e R equ est U R L will be { { u rl} } / odata/ Asset s? $filt er= Nam e eq 'T est '

for t h e ? $filt er= Nam e eq 'T est ' part, in Post man go t o Param s an d set v alu e as $ filt er: Nam e eq
'asset Nam e'

Bu sin ess Analy st T rain in g

T h e m ain com pon ent s of a process are :

In put s - wh ich are ev en t s t hat t rigger t h e process

Process Flows - t h ese are sequ en ces of su bprocesses or activ it ies u n dert aken in th e process

Sou rce Applicat ion s - represen t in g th e applicat ion s or sy stem s u sed t o perform t h e subprocesses or
act iv it ies of t h e process

O u t pu t s - wh ich represen t t h e resu lt gen erat ed by th e process

A Procedu re is a fun ct ion al docum en t t hat describes th e way a process is carried ou t .

Workflows an d procedu res are creat ed on ly aft er t h e bu siness h as decided (based on t h e in put pro v ided
by th e BA) on wh at process n eeds t o be au t om at ed

A Procedu re m ain ly explain s:

Wh en each part of t h e process n eeds t o occu r

T h e way a process is carried ou t

Wh o is respon sible for each part of t h e process

How t o han dle except ion s

R ole of BA

A Bu sin ess An aly st is a bridge bet ween t h e stakeh olders re qu est in g a solu t ion and th e on es deliv erin g
t h e solu t ion

U n derst an ds th e bu sin ess requ irem en t s a& problem s

T ran salat es th e bu sin ess problem in t o t ech n ology problem an d prov ides a h igh - lev el solu t ion

Assist s i n solu t ion design an d con firm s th e solu t ion

Validat es t h at th e solu t ion does what was int en ded t o do

Skil ls R equ ired

Cu riosit y

Com m un icat ion Skills

Pat ien ce

Bu sin ess & In du st ry Kn owledge

An alyt ical Skills

Vision