A Step-by-Step Guide On Automation Anywhere Installation

Automation Anywhere is one of the most popular RPA tools, used by startups to multinational companies
to automate different kinds of tasks. This article is going to be a brief guide on Automation Anywhere
Installation, where I am going to show you the steps to set up and install the following:

 Pre-requisites
 Installation Modes
 Microsoft SQL Server Setup
 Automation Anywhere Control Room Installation
 Automation Anywhere Enterprise Client Setup

So, if you follow the below steps, you should be able to download and install Automation Anywhere on
your Operating Systems, completely hassle-free. Lets, get started.

Before, I tell you how to go forward with Automation Anywhere Installation, let me mention the pre-
requisites for the installation.

Pre-requisites

The following are the pre-requisites to install Automation Anywhere on your systems. Now, it may
happen that SQL Server might not be present in the system. In, that scenario, you have to install and setup
MS SQL Server, before setting up the Control Room.

The next thing, you must know, before installing Automation Anywhere is that there are two installation
modes.Automation Anywhere Installation | Install and Setup Automation Anywhere Control Room |
Edureka

Installation Modes  

The two installation modes present are as follows:

Express Mode

 This mode is used for quick installation with default setup configuration.
 Express mode is recommended when you want to install Automation Anywhere on your device
only.
 This mode is mostly recommended for internal use, proof-of-concept, training, and evaluation.
Custom Mode 

 This mode is used to configure a customized setup and manually configure various
configurations.
 Custom Mode is mostly recommended for an enterprise environment setup where you wish to
install Automation Anywhere on multiple systems.
 This mode is used when you need high availability, disaster recovery, and high productivity.

In this article on Automation Anywhere Installation, I am going to use the Express Mode. Now, to

install Automation Anywhere Enterprise Edition, you have to first buy their License. Once you take their
License, you will get a link, from which you have to download the ZIP folder as below.

Once, you download, the above folder, unzip the folder, extract all files and then you are good to get
started with setting up Automation Anywhere. Refer below.

Automation Anywhere Installation

Now, before I show you how to configure Control Room and Client, let me show you, how to set up of
Microsoft SQL Server.
Microsoft SQL Server Setup

To set up the SQL Server, you have to follow the below steps:

Step 1: Double click on the SQL Server application file to initialize the installation.

Step 2: Once you double-click on the application file, you will see the below dialog box to choose the
directory for the extracted files.  Choose the directory for the files and then click on Ok. Here, I will let
it be as it is.

Step 3: Now, once the files are extracted, you

will see the below SQL Server Installation Setup wizard. Here, in this wizard, you see two options
such as New SQL Server stand-alone installation and Upgrade from SQL Server.
Step 4: In the above wizard, choose the first option i.e. New SQL Server stand-alone installation.
Once, you click on the first option, you will see the wizard accept the License Agreement.

Step 5: So, go forward, read and accept the License Agreement by checking the radio button and then
click on Next.

Step 6: After that, in the Global Rules section, if all the parameters are successful, then it will
automatically move forward to the Microsoft Update.

Note: In the Global Rules section, if the restart fails, then you have to restart your system before
installing SQL Server.

Step 7: Then,  just click on Next in the Microsoft Update Wizard. Refer below.
Once, you click on Next, the installation will continue automatically till Feature Selection section.
Step  8: Then, in the Feature Selection section, make sure all the checkboxes are selected. Then check
the Instance root directory, Shared feature directory and Shared feature directory(x86). After that, click
on Next. Refer below.

Once, you click on Next, the installation continues till the Instance Configuration section.
Step 9: In this section, you have to choose the name of the instance and the Instance ID. Here, I will let
it be as it is, i.e. SQLExpress. Then, click on Next.
Step 10: Once, you click on Next, you will re-directed to Server Configuration wizard where you have
to make sure that SQL Server Database Engine’s startup type is Automatic and SQL Server
Browser is Disabled. Then, click on Next. Refer below.
Step 11: In the next wizard, you have to choose the authentication mode. Here I will choose the Mixed
Mode. Then, you have to enter the password and confirm the password. After that check, the device
used as SQL Server Administrator and click on Next. Refer below.
Step 12: As soon as you click on Next, the installation will continue and once it finishes, you will see the
following wizard.

The above wizard will display all the features installed with SQL Express. Then, just click on Close to
close this wizard. Now, once the installation is completed, you have to enable the TCP/IP Port and make
sure that your system is connected to the SQL Server database. To do that, follow the below steps:

Check Connection of SQL Server

Step 13: Go to SQL Server 2014 Configuration Manager, choose Protocols for
SQLEXPRESS under SQL Server Network Configuration. Then, right-click on the TCP/IP
section and choose Properties.
Step 14: After that, go to the IP Addresses tab in the dialog box which opens and scroll down to the end.
You will find an IPAll section. Here, mention the port number in the Dynamic Ports section as 1433.
After that, click on OK. Refer below.

You will see a dialog box showing warning, as below. Click on OK.
Step 14:  Now, you have to enable Named Pipes and TCP/IP services, by right-clicking on both of them
and choosing the Enable option.

Step 15: Then, you have to go to the SQL Server Services section, and then restart the SQL
Server(SQLEXPRESS) service, by right-clicking on the server and choosing the option to restart the
service.

Step 16: Once, the service has been restarted, you have to check whether your system is connected to the
SQL Server or not. To do that, you have to enable the Telnet Client. So, to enable the Telnet Client, go
to Control Room -> Programs -> Programs and Features -> Turn Windows Features On or Off.
Step 17: In the dialog box, which opens up, choose Telnet Client and click on OK.

Step 18: After that, go to the command prompt, and mention telnet localhost 1433 as below. If you see
an output as connecting to localhost your system is connected to the SQL Server.

With this, we come to an end to setup and installation of  Microsoft SQL Server. Now, let us understand,
how to set up and install Automation Anywhere Control Room.
Automation Anywhere Control Room Installation

To setup Automation Anywhere Control Room, you have to follow the below steps:

Step 1: Go back to the initial folder, and then right-click on the application and choose Run as
Administrator. Refer below.

Once, the installation is initialized, you will see the below dialog box throwing a warning. Just click
on Yes.
Step 2: Once the below wizard opens just click on Next.

Step 3: In the next dialog box, which opens up you have to accept the License Agreement, by clicking
on the radio-button. Then click on Next. Refer below.
Step 4: After that, in the next wizard as below, you have to choose the installation mode. As mentioned
before, I will install the Control Room using the Express Mode. So, I will check-in the Express Mode
and click on Next.

Step 5: Next, you have to check the configurations of Database Configuration in the below wizard and
then click on Next. The following should be the configuration:

 Database Port – 1433

 Authentication Mode – Windows Authentication
 Name of Control Room Database – CRDB-NEW
 Name of BotInsight – BotInsight
Step 6: Once, you click on Next, you see a wizard which says Ready to Install the Program. So, if you
have checked all the required details, go forward and click on the Install option.
Once the installation is complete, you see an installation completed wizard as below. In this wizard, you
can check-in the option, to Launch Automation Anywhere Enterprise. Then, click on Finish.

Now, this ends your installation of Automation Anywhere Control Room. Lets, next see how to set up
Control Room.

Set Up Automation Anywhere Control Room

Step 7: So, as soon as you finish installing Automation Anywhere Enterprise, the Control Room will be
automatically launched. Here, you have to mention the details of the Control Room administrator as
below to create the first user in Control Room:
Then, click on Next.

Step 8: After that, mention 3 security questions and answers as below. After that, click on Next.
Step 9: Next, you have to choose the connection mode for the Credential Vault from the below page.
Since I have installed using the Express Mode, I will choose the Express Mode radio button and
the save the Master Key for future purpose. Then, click on Save and Log in.

You will be logged in as the admin now. Refer below.

So, that’s how folks you can set up and install and Automation Anywhere Control Room. Now, let us see
how to set up and install Automation Anywhere Enterprise Client.
Automation Anywhere Enterprise Client Setup

To setup Automation Anywhere Enterprise Client, you have to follow the below steps:

Step 1: Go to the Setup folder of Automation Anywhere Enterprise Client and right-click and
choose Run as administrator.

Step 2: In the wizard, which opens, click on Next, to begin the installation.
Then, read and accept the License Agreement by clicking on the radio button. Then, click on Next.

Step 3: After that, choose the destination folder and click on Next.

Step 4: Once, you click on next, you see a ready to install wizard as below. Here, click on Install.

Step 5: After the installation is complete, you see a wizard as below.

Click on Finish, in the above wizard.

With this, we come to an end to the installation and setup of Automation Anywhere Enterprise Client.
Now, to login to Client, create a user in Control Room, and then use its credentials to login on the Client.
You can refer to my article on Control Room, where I have shown how to create a role, create a user, and
upload a bot on Control Room from Enterprise Client. Also, if you wish to practice a few use-cases on
how to automate tasks using Automation Anywhere, you can refer to my article on Automation
Anywhere Examples.

So, folks, we come to an end to this article on Automation Anywhere Installation. I hope you found this
article informative.

We at Edureka, offer instructor-led RPA Using Automation Anywhere training. Edureka is a trusted

online learning company with a network of more than 250,000 satisfied learners spread across the globe.
This training will help you gain deep knowledge in Robotic Process Automation and hands-on
experience in Automation Anywhere
RPA Automation Anywhere – A Beginner’s Guide To Automation Anywhere

RPA Automation Anywhere:

Automation has been into existence since the 1920s but it has only gained popularity in the early 1990s.
As the word automation suggests, this software provides assistance to various kinds of daily tasks such as
Data Entry, Invoice Processing, etc. To perform such kinds of tasks we need robotic process
automation. Robotic Process Automation(RPA) is a new age technology that helps you perform tedious
tasks with ease. Automation Anywhere is one of the leaders in the RPA market and in this RPA
Automation Anywhere article, you will learn all the concepts of the popular RPA tool, Automation
Anywhere and learn how it can be used for automation.

The following topics will be covered in the blog:

 Introduction To Robotic Process Automation

 RPA Tools
 What is RPA Automation Anywhere?
o Automation Anywhere Architecture
o Products of Automation Anywhere
 Steps To Install Automation Anywhere
 Industries using Automation Anywhere
 RPA Automation Anywhere: Case Study
 Demo

So, let us get started with the article now.

Introduction To Robotic Process Automation

Consider an instance where an employee’s sole job is just entering details on a server daily basis at a
specific time of a day. Now, do you think the employee should do this manually or try to just automate
this task?

Obviously, the second option sounds better right?

So, the employee can simply make a robot do the job for him, by configuring the required actions. This
process of robots doing a set of tasks without any human intervention, to help human use their talents in a
better way is said to be Robotic Process Automation.

You can go through this RPA video lecture where our RPA Training expert is discussing each & every
nitty gritties of the technology.
What is Robotic Process Automation (RPA) |

In this video, you will get an introduction to RPA its leading tools such as UiPath, BluePrism and
Automation Anywhere.

Now, when I say robots perform your jobs, they are not actual physical robots performing your jobs, but
the various tools present in the RPA Market perform your jobs. These tools offer various products and
functionalities to do so. Now, let me quickly brief you over the market leaders in RPA.

RPA Tools
There are a various number of tools available in the RPA industry, but the top tools which own the market
are UiPath, Blue Prism, and Automation Anywhere. Refer to the below image.

As you can see from the above trend, UiPath emerges as the clear winner among the trio. But, the other
tools are also good enough to start your career, as Blue Prism is used for large enterprises, and
Automation Anywhere offers a 30-day free trial. So, since this article is about Automation Anywhere, let
us move forward and learn the products, installation and practical implementation of this tool.

What is RPA Automation Anywhere?

Automation Anywhere is an RPA Tool whose motive is to provide its users scalable, secure and resilient
services. This tool offers a 30 Day free trial to let you first explore the tool and automate tasks, and then
provides you with an enterprise service.

Automation Anywhere offers better performance as it has the ability to integrate to different platforms
and also scale simultaneously.  This tool is meant to be used in the enterprise level and is mainly designed
for solving complexity issues.

Next in this blog on RPA Automation Anywhere, let me introduce you the architecture of Automation
Anywhere.
Automation Anywhere Architecture
Automation Anywhere follows a Distributed Architecture. Through this architecture, Centralized
Management is accomplished via Automation Anywhere’ Control Room.

The architecture of this tool is mainly segregated into Bot Creators and Bot Runners. Both of these
components are connected to the Control Room as you can see in the diagram below.

So, let’s look into each of these components one by one.

Bot Creators
As the name suggests Bot Creators are used to create bots. These are Desktop based applications which
authenticate against an active Control Room and only have access to upload or download bots. On
configuring these bots, for the control room, multiple developers can create individual tasks/bots and can
execute all of them at once.

Control Room 
Control Room is the most important component of the architecture.  It is a web server that basically
controls the bots created by the Bot Creators. As Automation Anywhere focuses on Centralized
Management, the Control Room offers features such as centralized user management, automation
deployment, source control and provides a Dashboard.
Also, let me tell you that there are 2 types of Licenses available in Automation Anywhere.

 Dev License: If you have this license, then you can create, edit and run a bot.
 Run License: If you have this license, then you will not have any edit access but you can only
run a bot.

Bot Runners
Bot Runners are used to execute the bots. Multiple bots can be executed in parallel and cannot update or
create automation. They are run time clients which are installed on windows machines and can report
back the execution log status to the control room.

So, if you summarize all the three components together, then once a Developer creates a task/bot and
updates on the Control Room. The Control Room can hereby schedule and execute these bots on the Bot
Runners, based on the Requirements or priority.

Products of Automation Anywhere

Apart from the above three products, Automation Anywhere also offers three other products. Refer
below.

 IQ Bots
 Bot Insight
 Bot Farm

Let us know what they are one by one.

IQ Bots
IQ Bots or Cognitive Bots think like a human and have features such as self-learning ability, algorithm-
based decision making, and subject matter expertise. These bots extract data from semi-structured and
unstructured data and use a semantic model to do so.

Bot Insight
Bot Insight is a tool used to analyze the performance of each and every bot. With this product of
Automation Anywhere, you can see the statistics and the graphs of your business.

Bot Farm

Bot Farm allows you to create multiple bots based on the on-demand Digital Workforce. This also
provides Robotic Process Automation as a service through the Automation Anywhere Enterprise.

So, folks that were all about the Automation Anywhere architecture and the products it offers. Now,
moving forward in this blog on RPA Automation Anywhere, let us get into the installation of this tool.

Steps To Install Automation Anywhere:

Installation of Automation Anywhere mainly implies installation of the IQ Bots and the RPA Enterprise.
So, once you log in to get the free trial, you will have to install both of these products of Automation
Anywhere.
Let us get started step by step.

Step 1: Go to the Automation Anywhere official website, for the free trial Download Link. Then, choose
the option of Start Trial.

Step 2: Once you click on the Start Trial, mention the below details. Refer to the snapshot below.

Step 3: Once you mention all the details, click on the Start Trial option and then you will see a message
which will display that you have got separate emails for Enterprise RPA and IQ Bots. Refer to the
snapshot below.
Step 4: Let us now learn how to configure IQ Bots and RPA Enterprise. First, let us look into configuring
IQ Bots.

Configuring IQ Bots
Step 1: Go to the IQ Bot Login Page that you must have got in the mail.

Step 2: Mention the username and password that you must have got in the mail as below.

Step 3: This will get you logged in to your IQ Bots and you will see this page.
Now, let us look into the configuration of RPA Enterprise.

RPA Enterprise
Step 1: Open the mail you have got for RPA Enterprise and Download and unzip the Enterprise Client
file into your desired folder.

Step 2: Launch the Client by double-clicking on Automation_Anywhere_Enterprise_Client_11.2.0.EXE

Step 3: Once you launch the Client, click on Install. Refer to the image below.
Step 4: Then click on Next, accept the License Agreement and again click on Next.

Step 5: Choose the Destination folder, and again click on Next.

 Step
6: Review your installation choices and click on Install.
Step 7: Once the Wizard is complete, click on Finish.
Step 8: Once you click on Finish, Login to the Control Room using the credentials that you must have
got in your email. After that click on Login.
 Step 9: Once you Login, you
will see the below dialog box, where you can choose to Automate or Help me Automate. Choose either
of the option or simply Skip the option and then you will be redirected to the Automation Anywhere
Dashboard.
Step 10: In the above snapshot, you can see an option of Smart Recorder, Screen Recorder, and Web
Recorder. You can start using these recorders if you wish to record any action.

Now, that you know how to Install Automation Anywhere, next in this article on RPA Automation
Anywhere, let me cover the top industries using this tool.
Industries using Automation Anywhere
The top industries using this tool are as follows:

 Business Process Outsourcing: Automation is used in this industry to reduce the operational

costs, improve operational performance, and increase the capacity of the workforce.
 Telecom: Telecom industry is used to provide support to the connected customer, increase
efficiency, and enable rapid growth.
 Healthcare: Healthcare uses Automation Anywhere to engage effectively with patients, reduce
the risk, and analyze critical healthcare data.
 Financial Services: Automation Anywhere helps in the Financial sector to improve efficiency,
reduce fraud and reduce compliance also.
 Manufacturing: Manufacturing uses automation to streamline supply chain management, reduce
costs and accelerate production.

Now, that you know the top industries using this tool, next in this article on RPA Automation Anywhere,
let me show you a practical implementation where a company benefited by using this tool.

Case Study: Genpact 

Genpact is a services firm that aims to deliver digital transformation. A client of Genpact creates cameras,
lenses and sells them to major companies.

Problem Statement
Genpact’s client’s order fulfillment procedure was quite an inefficient manual process, as humans had to
query the system for new orders manually. This caused quite a chaos as humans had to constantly log into
the system. Also, they had to validate the order purchased and apply the relevant prices and discounts.
Now, obviously, this procedure was quite tedious, time taking and was prone to errors.

To benefit their business, Genpact decided on automating this process.

Solution
Automation Anywhere and Genpact decided to re-engineer the above-mentioned process using the Smart
Enterprise Processes. Their aim was to remove the inaccuracies, inefficiencies and the human errors
caused in the system. So, the execution team decided on to integrate the legacy systems with Automation
Anywhere and make sure humans have an eye on the entire process getting executed. Refer below for the
flow of Automation.
Flow created for Automation

The flow created for automation is as follows

 The system will first extract the data from the customer database and checks for the new purchase
orders.
 Then once, a purchase order gets downloaded it is immediately pushed into the legacy system.
 After that, the agent keeps an eye on the process and manually validates the order for maintaining
accuracy.
 Finally, Automation Anywhere uploads the purchase into Oracle and then Discounts are
automatically applied.
 Agents cross-check the fulfilled order and ensure quality control.

Results 
The results observed due to the collaboration of Genpact and Automation Anywhere are as follows:

 The productivity rate was increased by 40%

 The transaction rate was increased by 25%
 There was a significant reduction in the costs incurred and errors.
 90% of the manual workforce was reduced.

So, folks, that’s how a company benefited by using Automation Anywhere. Next in this article on RPA
Automation Anywhere let me show you how to practically use Automation Anywhere.

Demo: Extracting data from PDF Documents

In this hands-on, I will show you how you can read data from PDF Documents and store the data in an
Excel sheet. Follow the below steps to do so.

Step 1: Login to the Control Room, and open the Automation Anywhere Enterprise Client.
Step 2: Now, click on the New option and choose Workbench. This will redirect you to the workbench of
this enterprise.

Step 3: Now choose the PDF from which you want to extract data and also take note of all the fields that
you want to extract data. The below snapshots shows the document from which I want to extract data.
Here I want to extract Date, Invoice, CustomerID, Due Date, Description, Unit Price, Quantity, Amount,
Tax Rate, Total.
Step 4: Now, go to the Variable Manager on the right-hand side of your Workbench and add the
variables for all the fields from which you want to extract data. Here you have to create 10 variables. Let
me show you how to create a single variable. Refer below.

Step 4.1: Click on the Add option. In the dialog box that opens up, mention the name of the variable in
the Name field and click on Save.
Step 4.2: Repeat the above steps to create the other 9 variables.

Step 5: Now click the Excel command from the left panel and double click on the Open-
Spreadsheet subcommand. This opens a dialog box.

Step 5.1: Now go to the ellipses button and mention the path of the Excel file where the extracted data
should be mentioned. Then, click on Save. This step will design the task to open an Excel file.
Step 6: Now, you have to make sure that your data is getting filled automatically from the A2 Cell. To
create an action for this Double-click on the Go-to-cell subcommand and enter A2 in the specific cell
section. After that click on Save. Refer below.
 This
step will design a task to open your spreadsheet and place your cursor at the A2 cell.

Step 7: Now, you have to start extracting data from the PDF File. To do so follow the below steps.

Step 7.1: Click on the PDF-Integration command and Double-click on the Extract Form

Fields subcommand.

Step 7.2: Now click on the ellipses button and choose the PDF file from which you want to extract data.
Step 7.3: After this, from the Inserted Fields section, choose the Add option and drag the mouse over the
required field.

Step 7.4: Now, right-click the selected field, and choose the Add Field.

Step 7.5: In the extracted text window, choose the suitable variable name and enter the field name. Then
click Ok.

This will store the extracted data for the specified variable and the field name.

Step 7.6: Similarly repeat the steps for the other 9 fields/variables.

Step 7.7: Finally click on Save.

Step 8:  Now, you have to store the extracted data in the respective cells in the Excel File. To do this
follow the below steps.

Step 8.1: Click on the Excel command and Double-click on the Set Cell subcommand.

Step 8.2: In the dialog box that opens up, go to the Cell value section, press on F2 and choose the
variable name that you would like to choose. Then click on Insert. Here I will choose the IssueDate.
This action will make you store the data in A2 cell. Now, the next extracted data should be stored in the
next cell that is B2. To do that, double-click on the Go to cell subcommand and choose the option of One
cell to right. After that click on Save.
Step 8.3: Now, to insert the value to the B2 cell, again double click on the Set Cell subcommand and
press on F2. Choose the variable name and click on Insert.

Step 8.4: Now, insert the next value to C2 cell. To do that repeat the above steps.

Now, you have extracted the data for a single PDF, if you wish to extract data from various other PDFs.
You have to store the data in the next row right?
Step 9: To do so, Double click on the Go to Cell subcommand and choose One cell below.

Step 10: To go to the beginning cell i.e the first cell in the row, choose the Go to cell subcommand and
choose Beginning of the row.
 Step 11: Now, all
the above actions were to extract data from a single PDF File. To extract data from multiple PDF Files,
follow the below steps.

Step 11.1: Click on the section action in the task pane and then Double click the Loop command from the
left panel.

Step 11.2: Over here choose Double click on the Each File in a Folder command and from
the Browse option mention the path of the folder which contains all the PDF Files. Then click on Save.
Step 11.3: Move the End Loop command below the last line of the action list.

Step 11.4: Double click the PDF Integration command and insert the required variable ($FileName$) in
the PDF Name section.
This is how your final task list should look like.
Now, click on the Save button, save your task and execute the task by clicking on the Run button.

You would see the below output.

Automation Anywhere Control Room – One Stop Solution To The Brain of Automation Anywhere

Since Automation came into existence, various tools have been emerging in the market. Automation
Anywhere is one such popular RPA tool used by the industries to automate various kinds of tasks. Now,
this obviously makes us realize the need to enhance our RPA skills and understand the architecture of this
tool. In this article on Automation Anywhere Control Room, I am going to discuss the following topics:

 What is Automation Anywhere?

 Automation Anywhere Architecture
o Bot Creators
o Bot Runners
o Control Room
 Control Room Components
o Dashboard
o Activity
o Bots
o Devices
o Workload
o Audit Log
o Administration
 Hands-On

Automation Anywhere Control Room | Control Room Administration | Edureka

This session will cover the basics of Automation Anywhere Control Room.
What is Automation Anywhere?

Automation Anywhere is an RPA Tool which aims to provide the users with a digital workforce
composed of software bots. These bots are responsible to complete an end-to-end process by
simultaneously providing scalability and security.

This tool has recently launched a community edition which will help you to first explore the tool and
automate tasks. Once you are proficient enough with this tool it also offers an Enterprise Edition with a
30-day free trial.

Now, that you know what is Automation Anywhere, let us now look into the architecture of Automation
Anywhere.

Automation Anywhere Architecture

The architecture of Automation Anywhere is a Distributed Architecture. This architecture has mainly 3
components that work together to help the user achieve his tasks. Those are the Bot Creators, Control
Room, and Bot Runners. The Bot Creators and the Bot Runners are connected to the Control Room, and
the Control Room is the brain of Automation Anywhere.

Now, let us understand each of these components one by one.

Bot Creators
Bot Creators are simply used to create bots. These are desktop-based applications whose sole role is to
upload or download bots and connect them to the control room. Also, multiple users can create bots that
are created and configured for the Control Room.

Bot Runners
Bot Runners are responsible to run or execute the scheduled bots. Multiple bots can be executed in
parallel, but the Bot Runners cannot update or create automation. This component of the Automation
Anywhere is also connected to the Control Room and have the ability to report back the execution log
status to the control room.

Control Room
Control Room is the most important component of the architecture. It is a web server that basically
controls the bots created by the Bot Creators and also handles the automation executed by the Bot 
Runners. The Control Room ensures centralized management by offering features such as centralized user
management, automation deployment, source control and so on. You can refer to the below image for a
summary of the Control Room.
Now, once you have downloaded the Community Edition or the Enterprise Edition, you have to log in to
the Control Room using the credentials. You can find these credentials in your email inbox. Refer the
below screenshot:

Once you have logged in, you will be redirected to the dashboard of Control Room. Refer the below
screenshot:
NOTE: In the above dashboard, please remember that you will not find the option of Administration on
the left-hand side, if you do not have an Enterprise Edition.

As you can see from the above image, there are few components of Dashboard which you need to
understand to use the Control Room dashboard. So, next in this article, let us look into components of
Control Room.

Control Room Components

The components of the Control Room are as follows:

Dashboards:
The Dashboard feature of Control Room basically provides stats of various parameters. It has the
following 5 options under it:

 Home – The Home dashboard shows the users the bot run status, total queues, total bot
schedules, total users, bot velocity and the capacity of bots vs bot runners.
 Bots –  The bots dashboard show the users the bot heartbeat, MVP bots, bot status, failure
reasons, and the upcoming schedule of bots.
 Devices –  The devices dashboard focus on hardware utilization such as CPU utilization, Memory
Utilization, HDD Utilization, Upcoming Device Utilization, and Failure Analysis.
 Audit – The Audit tab keeps track of all the activities or actions performed by various users.
 Workload – The Workload Dashboard has two tabs: Executive Dashboard and Operation
Manager’s Dashboard. The Executive Dashboard provides visualizations for queue status, queue
with avg time, device pools by backlog and queues by time to complete. Similarly, the Operation
Manager’s Dashboard provides visualization for device pools by FTE, pools by decreasing error
rate, queues with avg time, device pools by backlogs.
 Insight – The Bot Insight focuses on providing real-time business insights and the digital
workforce.
Activity:
The activity feature of the Control Room dashboard is mainly used to check the history and the progress
of the scheduled activities. It has the following 3 options under it:

 In progress: The In Progress Activity tab is used to check the status of the activity which is
currently executing. It gives all the details related to the activity such as the username, bot name,
item name, progress, etc.
 Scheduled: The Scheduled activity tab is used to check the details of the activity which is
scheduled to execute sometime later. It gives all the details related to the activity such as the
username, bot name, item name, progress, etc.
 Historical: The historical activity tab is used to check the details of the activity which might have
completed, finished, stopped or timed out.  It gives details related to the device name, automation
name, bot name, user, started on, etc.

Bots:
The Bots feature of Control Room dashboard to see the details of tasks created. It gives details such as the
task name, credentials, client name, etc. It has the following 3 options under it:

 My Bots: The bots tab lists the tasks and its details such as the name, client name, last modified
date.
 Credentials: The credentials tab displays the credentials, lockers, and credentials requests. 

Devices:
The Devices feature displays whether a user is logged into the client UI on the device or not. Also, if the
username is disabled then the device is shown ‘Offline’ and if the username is deleted then the device
name will no longer appear.

Workload:
The workload feature of the Control Room Dashboard displays the load of the queues by displaying
details such as queue name, automation name, automation status, bot name, and device pool. 

Audit Log:
The Audit Log feature is used to keep track of all the actions performed by various users.

So, folks, these were the various components of Control Room.

Now, if you have the enterprise edition of Automation Anywhere, then you get an additional feature
known as the Administration. So, nect in this article, let us look into the various options of this feature.

Administration
The Administration feature is used to configure the Control Room. It basically has 5 options under it:

 Settings: The settings tab provides the configuration settings of control room such as the
database configurations, bots configurations, client application settings, credentials, and email
notifications.
 Users: The Users tab is used to create users with various roles.
 Roles: The roles tab shows a list of predefined roles or you can create a role.
 Licenses: Shows a list of product and device licenses. It also shows which licenses are purchased
and whether they are used or not.
  Migration: The Migration tab is used to migrate information from an old version of the Control
Room.

So, now that you know the various components of Control Room, let us go ahead and look into a hands-
on.

Hands-On
In the following hands-on, I am going to show you how to upload a bot on the control room.

Solution:
The following steps have to be followed to upload a bot:

1. Create a User
2. Assign the User with roles
3. Allocate a License to the User
4. Login to Automation Anywhere Client with the user details
5. Choose the task, which has to be uploaded

Creating a User
Step 1: Login to the control room, and go to Administration ->Users. Then, choose the option of Create
a User on the right-hand side.

Step 2: Once you choose the option, to create a user, you will be redirected to the following screen,
where you have to fill in general details as shown below:
Assign the User with roles
Step 1: After mentioning the general details, you have to next assign a role to the user. So, scroll down
the page and choose the role you wish to give to the user. After that, click on the right-arrow beside the
list, to assign the role to the user. Refer below.

NOTE: Here, I will be assigning the AAE_Basic role to the user. You may assign more than one role to
the user.

Allocate a License to the User

Step 1: Now, scroll down again, and choose the license which you wish to allocate to the user. Refer
below.
Step 2: Finally, scroll up the page and click on Create User as below.

Once, you click on Create User, a user will be automatically created and you can see the user on the
Users tab as below:
Login to Automation Anywhere Client with the user details
Now, once a user is created, you have to log in to the Automation Anywhere Enterprise Client, with the
same username and password, you have mentioned above while creating a user. Also, to know the
Control Room URL, you can go to the Administration -> Settings -> General. 

Now, run the Client application and mention the details as below:
Choose the task, which has to be uploaded
Once, the Client opens, choose the task, you wish to upload and click on the option of Upload present on
the right-hand side.

As soon as you click on the option of Upload, you will see the following output.

Finally, you can check whether the bot is uploaded or not, by going to the My Bots section as shown
below.

So
Automation Anywhere Bots – All You Need To Know About Bots In Automation Anywhere

We hear a lot about how automation will change the world and how it will satisfy the needs of the manual
workforce. Robotic Process Automation is the new-age technological marvel that is utilized by
enterprises to automate the day – to- day manual tasks and processes. To apply RPA in real life, we
need RPA tools, and one such tool in Automation Anywhere. In this article on Automation Anywhere
Bots, I will brief you about the different bots offered by this tool.

The following topics are covered in this article:

 What is Automation Anywhere?

 What are Bots?
 Difference Between Types of Bots
 Bots of Automation Anywhere
o Task Bots
o MetaBots
 Features available in MetaBot Designer
o IQ Bots
 Automation Anywhere Products

So, let’s get started!

What is Automation Anywhere?

Automation Anywhere is an RPA Tool whose motive is to provide its users scalable, secure and resilient
services. This tool has recently launched a Community edition, to let you first explore the tool and
automate tasks. It also provides you with an enterprise service with a 30-day free trial.

Automation Anywhere offers better performance as it has the ability to integrate to different platforms
and also scale simultaneously.  This tool is meant to be used at the enterprise level and is mainly designed
for solving complex issues.

What are Bots?

Bots in simple language are entities which mimic human actions and are used to perform simple and
repetitive tasks. Bots follow the rules defined by a user to program them and execute the actions required.

There are mainly two types of bots: Attended Bots and Unattended Bots.

So, next is this article on Automation Anywhere Bots, let’s look into the differences between the types of
bots.
Difference Between Types of Bots
Refer the table below for the differences between the Attended and the Unattended Bots.

Attended Bots Unattended Bots

Handle tasks for an Automates back offices

employee processes

Bots complete processes

The user directs a bot to
without any human
perform a task
intervention

Bots complete the tasks

Users can trigger a bot any
according to the pre-
time
determined schedule.

Now, that you know what bots are, let us look into the different types of bots in Automation Anywhere.

Automation Anywhere Bots

There are mainly three types of bots in Automation Anywhere. They are:

 Task Bots
 MetaBots
 IQ Bots

Task Bots
The Task Bots are the core of automation which execute repetitive rule-based tasks. These tasks are easy
to build and can execute multi-step processes with no errors.

If you wish to create a Task Bot, you can use the New or Record button from the Automation Anywhere
Client. Refer below.
After you click on either of the two options, a dialog box pops up as below. This dialog box shows the

different ways through which you can create a task.

Once a task is created and the bot executes the actions defined in it, then it is said to be a Task Bot.
MetaBots
MetaBots are the next type of bots available in  Automation Anywhere. These bots are the advanced bots
to that of the Task Bots. Meta Bots are used to automate applications on a PC. Meta Bots can be created
using Application API’s, Visual Captures and Integration Flow.

Let me now show you how to create MetaBots step by step.

Step 1: Click on the MetaBots option in the Automation Anywhere Client.

RPA using Automation Anywhere

 Instructor-led Sessions
 Real-life Case Studies
 Assessments
 Lifetime Access

Explore Curriculum

Step 2: Now, add a new MetaBot using the New MetaBot option present on the top right-hand side of the
screen.
NOTE: Before you click on the New MetaBot option, remember to open your application previously, to
further choose the application. Here I will use the Amazon Signup page opened in the Internet Explorer.

Step 4: Once you click on the New MetaBot, mention the MetaBot name,  and choose the MetaBot
Type and application. Then click on Create. Refer below.
Once you click on Create, you will be redirected to the MetaBot Designer.

So, that’s how guys, you can create MetaBot.

Now, next in this article on Automation Anywhere Bots, let us look into the different features available in
the MetaBot Designer.

Features available in MetaBot Designer

The MetaBot Designer mainly has two features: Assets and Logic.

Assets
Talking about Assets, Assets are used to capture screen on which you wish to automate tasks. You can
capture multiple screens.

The Assets tab has mainly four options:

  Add Folder
 Add Screen
 Record Screens
 Add DLL

Add Folder
This option is used to create a folder inside which you can place all the chosen screens.

Add Screen
This option is used to add a screen into the task pane. To add a screen, click on the Add Screen
option and choose either the Standard or OCR option. If you choose the OCR option, then you have to
further select the OCR Engine.

The screen which will be captured will be the screen that you might have chosen while creating the
MetaBot.

Here I am selecting the standard option and the open Amazon Sign in page screen is captured. Refer
below.

Record Screens
The Record Screens option is used to record the actions occurring on the application. To record a screen,
just click on the Record Screens option and choose the Screen. Then you have to perform the actions
which needed to be recorded and click on Stop on the Recording Tab.

Add DLL
The Add DLL option is used to add the Dynamic Link Libraries from your PC.
Apart from these features, the Assets tab also has the following two options:

 Configure
 Calibrate

Configure
The Configure option is used to configure the various options of the selected screen. This option shows
the various objects which are automatically identified on the screen. Refer below.

Robotic Process Automation Training

Calibrate
The Calibrate option is used to compare two screens and check the changes on the updated screen. This is
used generally, as a web page keeps on changing on a regular basis. So, to keep a track of the changes
which have happened on the screen you can use this option.

NOTE: The screen which is considered for the Calibrate option, is the screen that is Captured. So, even if
you scroll a screen and compare it with the original screen, then it will show you changes in the screen. 

Refer below.
So, that was about Assets. Now, let us look into the next feature of MetaBot Designer i.e. the Logic.

Logic
The Logic tab is used to add the rules to design the automation.

The Logic tab has mainly three options:

 Add Folder
 Add Logic
 Record Logic

Add Folder
This option is used to create a folder inside which you can place multiple amount of logic that you might
have added for a single screen or multiple screens.
Add Logic
This option is used to add logic for a specific screen. To add the logic you have to follow the below steps:

Step 1: Make sure that you have selected the screen from the Assets tab. Here I have selected the screen
that we captured previously, i.e. the Amazon Sign in page.

Step 2: Now, choose the Add Logic option. This step will open the Automation Anywhere Workbench,
with the selected screen on the right-hand side. Refer below.

Step 3: Now, let us say, we want to enter the email id and password. To do that, you have to double-
click on the area of Email and Password and you will get an option of Set Text. Enter the required text in
the section of Enter Text. Then click on Add. Refer below.
Similarly, do it for the password field also.

Step 4: Now, save your task and Execute it by clicking on the Run button. You will see that the details
get automatically filled into the fields.

So, that’s how you can add a logic.

Record Logic
The Record Logic option is used to record the actions occurring on the application. To record a logic, just
click on the Record Logic option and choose the Screen. Then you have to perform the actions which
needed to be recorded and click on Stop on the Recording Tab.

So, this was about MetaBots. Next, in this article on Automation Anywhere Bots, let us look into the
IQBots.

IQ Bots
IQ bots are next-generation intelligent bots that allow developers to add cognitive capabilities to
processes. These bots use cognitive capabilities to extract information from semi and unstructured data.

IQ bots also learn to detect patterns so that the next time the pattern is encountered the bot knows exactly
what has to be done. With every human validation, it learns and grows smarter to execute the actions.

So, this was all about the different types of Bots in Automation Anywhere.

Now, let us look into the different products of Automation Anywhere.

Automation Anywhere Products
The products of Automation Anywhere are:

 Bot Insight: Bot Insight consists of Embedded analytics that measures and predicts how bots are
performing. In simple terms, it is basically the analysis of Bots running.
 Bot Farm: Bot Farm is the industry’s first RPA-as-a-service platform which delivers on-demand
RPA.
 Bot Store: Bot Store is the market place for bots. It has predefined bots, which you can use as per
requirement.

Automation Anywhere IQ Bots – All You Need To Know About Cognitive Automation

Cognitive automation is something that everyone wishes to use in day to day lives. Automation
Anywhere being one of the key leaders in the RPA Industry, provides features and functionalities to bring
intelligence to information-intensive processes with the help of IQ Bots. So, in this article on Automation
Anywhere IQ Bots, I will walk you through the below topics which form an integral part of the skills
required by an RPA Professional:

 What is Automation Anywhere?

o Types of Bots
 What are IQ Bots?
o Features of IQ Bots
 IQ Bots Process Workflow
 Hands-On

Let us get started!

What is Automation Anywhere?

Automation Anywhere is one of the most popular tools in the RPA industry and it aims to provide its
users with secure, scalable and resilient services. This tool comes with 2 editions: Community Edition and
the Enterprise Edition. The community edition is free for a lifetime, and the enterprise edition is free for
30 days. You can also understand Automation Anywhere as the summation of the Robotic Process
Automation, Cognitive Automation and Workforce Analytics which come together to reduce human
intervention and automation processes.

Now, Automation Anywhere comes with mainly 3 types of bots. So, next in this article, let us look into
the different types of bots offered by Automation Anywhere.

Types of Bots
As I mentioned before, there are mainly three types of bots in Automation Anywhere. They are:

 Task Bots – These Bots are the core of automation and execute repetitive rule-based tasks.
 MetaBots – Meta Bots are used to automate applications on a PC. Meta Bots can be created using
Application API’s, Visual Captures and Integration Flow.
 IQ Bots – IQ bots use cognitive capabilities to extract information from semi and unstructured
data.
If you want a detailed explanation of the different types of bots, you can refer to my article on
Automation Anywhere Bots.

Since, you now know that IQ Bots are a type of Automation Anywhere Bots, next in this article lets look
into what are IQ Bots.

What are IQ Bots?

IQ bots are next-generation intelligent bots that allow developers to add cognitive capabilities to
processes. These bots use cognitive capabilities to extract information from semi and unstructured data.
Automation Anywhere IQ bots also learn to detect patterns, so that the next time the pattern is
encountered the bot knows exactly what has to be done. Also, with every human validation, it learns and
grows smarter to execute the actions.

Features of IQ Bots
The features of IQ Bots are as follows:

 IQ Bots distinguish /categorize data types & formats by applying multiple layers of classification
methods
 These Bots use machine learning techniques to recognize patterns
 IQ Bots leverage existing automation platform and provide a variety of triggers such as emails,
workflow, files folders, etc.
 They store human expertise using semantic models and feed data into task bots.

IQ Bots Process Workflow

IQ Bots are used to process unstructured data or semi-structured data with the help of learning instances
that a user creates.  So, the IQ Bots Process Workflow is as you can see below:

Documents which are in the form of unstructured data are processed when a user creates a learning
instance. As the documents are uploaded on the learning instance, the bot is created, and then the bot is
trained to perform the required actions.  After that, you can generate a performance report and validate the
results. After that, you can store the extracted data in a CSV file.
n Anywhere

 Instructor-led Sessions
 Real-life Case Studies
 Assessments

Now, that I have discussed the IQ Bots workflow, let us next look into a hands-on, where I will show you
the various steps from the above process workflow.

Hands-On
Task: To automate the processing of different invoices with the help of IQ Bots.

Step 1: Open the IQ Bot Login Page and choose the option of Learning Instances. Refer below.

Step 2: Now, click on the New Instance Option as below:

Step 3: Once you click on New Instance, you will be re-directed to the below page. Here, you have to fill
details such as Learning instance name, description, document type, and primary language of
documents.
Step 4: Once you have filled in the general information, you have to next upload the documents which
you wish to process. Here, I will upload two different types of invoices, and I will upload 4 documents.

Step 5: Next, you have to select the fields which you wish to extract data from the form fields and table
section.

NOTE: If you want to create a new field, you can mention the name in the other fields section and choose
either Add as form or Add as table.

Step 6: Click on Create Instance and Analyze. 

Step 7: Once, you click

on Create Instance and Analyze, the selected documents will be analyzed and you will be redirected to
the below page, where you have to validate whether the data is correctly extracted or not.

To verify data, you have to click on each field to verify the label value present in the document. For
example, if I have to check the Invoice Number, then I will select Invoice Number Field, mention the
field value and verify from the document.
Step 8: Now, you can take either of the following three actions:

 See Extraction Results: You can choose this option to see the extracted results.
 Save and Close: You can choose this option to save the data and close training the bot
 Save and go to the next group: You can choose this option to save training the bot for this group
and then go to the next group and validate results.

Here, I will choose Save and go to the next group.

Step 9: Again, you have to validate the results as you did in Step 7. Once, you think the results are
extracted in a proper format, you can go ahead and see the extraction results or click on Save and
Close.

 
Step 10: Once, you click on Save and Close, you will see a pop -up which says Congratulations on
training the bot. Then, you will be redirected to the following page, where you can see the group
summary.

Now, if you observe in the above steps, we just checked and validated the data for a single document in
each of the groups. So, you do not have to repeat the steps for other documents. The IQ Bot, will now
automatically train the data  from the other documents in a similar way.s
Automation Anywhere Examples – Top Examples That You Can Practice

What is Automation? How to automate tasks using RPA Tools? What are the Automation
Anywhere Examples?

I believe you might have wondered the answers to these questions. Well, with UiPath, Blue
Prism or Automation Anywhere, you can easily automate multiple tasks with few action commands. In
this article on Automation Anywhere Examples, I am going to discuss the top automation examples that
will help you automate tedious tasks. This will help you upskill your career as an RPA Certified
Professional and standout in today’s market.

The following topics will be covered in this article:


 What is Automation Anywhere?
 Automation Anywhere Features
 Examples of Automation Anywhere
 Basic Automation Anywhere Commands

Windows Actions

Mouse Clicks

String Operations

Files & Folders

Web Recorders

Optical Character Recognition (OCR)

KeyStrokes

Rest Web Services

 Complex Examples

 Excel Automation
 PDF Automation

So let’s get started!

What is Automation Anywhere?
Automation Anywhere is an RPA tool which aims to provide its users with scalable, secure and resilient
services. It offers better performance as it has the ability to integrate into multiple platforms and also
scale simul

taneously. You can also summarize this tool as a summation of Robotic Process Automation, Cognitive
Analytics, and Workforce Analytics. Refer to the image below.

Apart from this, Automation Anywhere has recently launched a Community Edition / Free Trial version
which is free for lifetime and offers an Enterprise Edition which you can use with a 30 Day Free Trial.

Now, next in this article on Automation Anywhere Examples, let us look into the features of Automation
Anywhere.

Automation Anywhere Features

The features of Automation Anywhere are as you can refer from the below image:
Now, that you know what is Automation Anywhere, let us next look into the various automation
examples.

Examples of Automation Anywhere

For your better understanding, I have divided the examples to be shown in the following two sections:

 Basic Automation Anywhere Commands

 Complex Examples

Basic Automation Anywhere Commands

This section of the article on Automation Anywhere Examples will consist of the basic commands and
different kinds of automation which will help you learn the tool better.

So, let us get started.

Windows Actions

The Windows Actions are used to automate tasks such as opening/closing/minimizing/maximizing a

window and even getting the Active Window Title.

Problem Statement:
To automate the action of getting the title of an active window.

Solution:
Step 1: Open the Automation Anywhere Workbench and drag the Get Active Window Title command
into your workspace.

Step 2: Assign a variable. Here, I will assign the Clipboard system variable. Click on Save.

Step 3: Drag a Message Box and mention the Clipboard variable to display the output. Click on Save.
Refer to the below image.
Step 4: Save and Execute the task.

When you execute the task, you will see that the active window title will be displayed. Here the output is
Run Time Window as you can see below.

Now, this was just one command guys, you can use the
other commands to open/close/resize a window by dragging your mouse over the window.

Mouse Clicks

The Mouse Clicks are used to automate the tasks which are related to clicking at a specific position on the
application or a window

Problem Statement:
To automate the action of closing a notepad window.

Solution:
Step 1: Open the Automation Anywhere Workbench and drag the Insert Mouse Click command into
your workspace.

Step 2: Select the window on which you want to click. Here I want to click on the Notepad window.

Step 3: Now click on Capture and hover your mouse over the area where you want to click. Here I
want to click on the Close symbol.

Step 4: Now, click on Save. Refer to the below image.

Step 5: Save and Execute the task.

When you execute the task, you will see that the notepad window is closed automatically.

String Operations

The String operations like in any other programming knowledge are used to perform various operations
such as comparing two strings, replacing a string, finding a length of the string, reversing a string,
splitting a string and so on.

Problem Statement:
To automate the task of replacing a few characters from a string.

Solution:
Step 1: Open the Automation Anywhere Workbench and assign the source strings, find and replace
values to three different variables.

Step 2: Now, drag the Replace command from the String Operation section.

Step 3: In the source string section mention the initial string or the variable assigned to store the initial
string.

Step 4: In the find and the replace section mention the find and the replace strings or the variables
assigned to it.

Step 5: Assign the output variable. Here I have assigned the output to Clipboard variable. Now, click
on Save. Refer to the below image.

NOTE: Here our source string is edureka. Find value will be ‘reka’ and we have to replace it with ‘tech’. 

Step 6: Drag a Message Box and mention the Clipboard variable to display the output. Click on Save.

Step 7: Save and Execute your task.

When you execute the task, you will see that the string is replaced as below.
 Now, this was just one command guys, you can use the
other commands to compare/ find the length/ find a sub-string/ trim and do many other operations on the
strings.

Files & Folders

The files and folders command deals with the various actions which you can perform with the files or
folders like copying/deleting/renaming/moving/zipping/ printing and so on.

Problem Statement:
To automate the task of copying the files from a source folder to the destination folder.

Solution:
Step 1: Open the Automation Anywhere Workbench and go to the Files/Folders activity. Now, choose
the Copy Files action and drag it to your workspace.

Step 2: Over here choose the option Folder since we wish to move a folder from a source path to the
destination path.

Step 3: Then mention the source path in the Source File section and the Destination path in the
Destination path section. Refer below.
 Step 4: Save and Execute your task.

Once you execute the task you will see that files present in a folder in the source path will be moved to
the destination path.

Web Recorders
The web recorders are used in Automation Anywhere to extract text from the web, find broken links,
navigate URL, manage web controls, download file and so on.

Problem Statement:
To automate the task of extracting a table from a webpage.

Solution:
Step 1: Open the Automation Anywhere Workbench and drag the Extract Table command.
RPA using Automation Anywhere

 Instructor-led Sessions
 Real-life Case Studies
 Assessments
 Lifetime Access

Explore Curriculum

Step 2: Now, mention the URL and click on Launch. This will open your website.

Step 3: Next, click on Capture Table and hover your mouse over the table you wish to extract. Refer
below.

Step 4: Next, extract the table data to a CSV file by mentioning the path of the CSV file. 

Step 5: You can also click on view extracted table by clicking on the View Extracted Table option.
Then, click on Save. Refer below.
 Step 7: Save and Execute your task.

When you execute your task, you will observe that the table is extracted and stored into a CSV file as
below.
Optical Character Recognition(OCR)
The optical character recognition aka OCR is used to capture an area, window or capture an image by
path or URL.

Problem Statement:
To automate the task of extracting a text from a window and displaying the output.

Solution:
Step 1: Open the Automation Anywhere Workbench and drag the Capture Area command from the
OCR section.

Step 2: Now, select the window from where you wish to extract text and choose the OCR Engine. By
default, TESSERACT is chosen.

Step 3: Next, click on Capture Area and drag your mouse over the area from which you wish to extract
data. Refer below.

Step 4: You can also view the Captured Text by clicking on View Captured Text. Then click on Save.
Refer below.
 Step
5: Assign the output to a variable. Here, I am assigning the variable to the Clipboard variable.

Step 6: Now,  drag and drop a Message Box and mention the output variable to display the output.

Step 7: Save and Execute the task.

When you execute the task, you will see that the text is being extracted from the Notepad and is displayed
on the Message Box as below.
KeyStrokes
Keystrokes are used to automate the tasks of writing text into an application. With the help of keystrokes,
you can make sure you enter the text in any manner that you wish.

Problem Statement:
To automate the task of writing text into a notepad file.

Solution:
Step 1: Open the Automation Anywhere Workbench and drag and drop the Insert Keystrokes
command.

Step 2: Type in your text that you want to display on a notepad using the keystrokes. In the below
snapshot I have used ENTER, CAPS LOCK keystroke.

Step 3: Save
and Execute the task.

Once you execute the task you will see the text is automatically mentioned below.
Rest Web Services
The Rest Web Services are used to automate the task of fetching data from JSON APIs’ and storing it.

Problem Statement:
To automate the task of extracting the data from a JSON file and displaying the output in a Message Box.

Solution:
Step 1: Open the Automation Anywhere Workbench and drag and drop the REST Web
Service command.

Step 2: Now mention the URL of the JSON API and choose the method as GET.

Step 3: Now, go to the Response section save the response to a variable.

Step 4: Drag a Message Box and mention the variable. Refer below.

Step 5: Save and Execute the task.

Once you execute the task, you will see the data being extracted from the JSON file and is being
displayed on the Message Box. Refer below.

Now, with this, we come to an end of this section of this article on Automation Anywhere Examples.
Next, in this article, I will show you some complex automation like Excel and PDF.

Complex Examples
In this section of the article on Automation Anywhere Examples, I will discuss the Excel and PDF
automation.

So, let us get started guys!

Excel Automation
Excel Automation is used to tasks related to Excel such as opening/closing a spreadsheet, activating cells,
going to a specific cell and so on.

Problem Statement
To automate the task of extracting the data from an Excel File according to some condition and storing
the extracted data in another File.

Solution
Step 1: Open the Automation Anywhere Workbench.

Before I move forward with the steps, let me show the file from which we are going to extract data and
the output file.

Step 2: Now, your next step is to open both the spreadsheets. To do that, drag the Open Spreadsheets
command from the Excel section.
Step 3: Mention the path of the first spreadsheet( from where you have to extract data), check in the
box of Contains Header and click on Save. Refer below.

Step 4: Repeat the above two steps for

the second spreadsheet and change the session name to Default1 so that it doesn’t clash with the
session name of the first spreadsheet. Refer below.
Step 5: Now, drag the Get Cell command and choose the  Get All Cells option. Then, mention the
session name to be Default(which is the session name for the first spreadsheet). Then click
on Save. Refer below.
Step 6: Drag the Get All Cells action in between the actions of opening both the spreadsheets. This step
will help you get the data from all the cells in the first spreadsheet.

Your task pane should look like the below image:

Step 7: Now, you have to start a loop. To do that, drag the Each Row in an Excel Dataset
command from the loop section. Mention the session name as Default. Then, click on Save. Refer
below.

Robotic Process Automation Training

Step 8: Now, you have to mention the condition based on which you wish to extract data. To do that
follow the below steps.

Step 8.1: Drag and drop the variable command from the If section.

Step 8.2: Now click on the Edit option and set the condition using the following steps:

Step 8.2.1: Mention the variable as Excel Column by pressing on CTRL + F2 and then click on Insert.
After that mention the value 12 since we want to set a condition on the 12th column of the dataset. Press
on OK.
NOTE: Here the 12th column in the dataset is the Sales column. The condition is to extract data of all
those rows whose sales < 10000. 

Step 8.2.2: Now, select the operator. Here I will select the Less Than(<) operator.

Step 8.2.3: In the value section mention the value 10000 and click on Save. Refer below.

Step 9: Next, you have to iterate the loop of filling data for the number of columns present in the dataset.
Since 16 columns are present in the dataset, you have to iterate the loop for 16 times. To do that, drag
the Times command from the Loop section and mention 16 in the Times section. Then click on Save.
Refer below.
Step 10: Now, you have to fill the data into specific cells. To do that you have to set the cell as follows:

Step 10.1: Drag the Set Cell command from the Excel command and in the Cell Value section mention
the variable ExcelColumn and click on Insert. Then mention the Counter variable by pressing
on CTRL + F2.  Finally, click on Save.

Step 11: Next, you have to go to one cell towards the right of the active cell, to store the next extracted
data. So, to do that, drag the Go To Cell command from the Excel section and choose One Cell Right.
Refer below.
 Step 12: Once the data is stored for
a specific row, you have to go to the next row to store the next set of data. To do that, you have to go the
beginning of a row and one cell below from the active cell.
Step 12.1: So, to do that, drag the Go To Cell command from the Excel section and choose Beginning
of the row. Refer below.
Step 12.2: Again drag the Go To Cell command from the Excel section and choose One Cell

Below. Refer below.

Your final task list should look like below:

Step 13: Now, click on the Save button, to save your task and execute the task by clicking on
the Run button.

You would see the below output.

PDF Automation
The PDF Automation or the PDF Integration command is used in Automation Anywhere to automate
tasks on PDFs’ such as merge two documents, extract text, split documents, convert PDF to image, and
encrypt/decrypt a document.

Problem Statement
To automate the task of extracting the data from multiple PDF documents and storing the data into a CSV
file.

Solution
Step 1: Open the Automation Anywhere Workbench.

Step 2: Now choose the PDF from which you want to extract data and also take note of all the fields that
you want to extract data. The below snapshots shows the document from which I want to extract data.
Here I want to extract RecieptNo, TransactionID, StudentEnrolmentNo, StudentName, Grade,
FeeModeofPayment, TotalAmount, DateofPayment.
Step 3: Now, go to the Variable Manager on the right-hand side of your Workbench and add the
variables for all the fields you want to extract data. Here you have to create 8 variables. Let me show you
how to create a single variable. 

Step 3.1: Click on the Add option. In the dialog box that opens up, mention the name of the variable in
the Name field and click on Save. Refer below.

Step 3.2: Repeat the above steps to create the other 7 variables.

Step 4: Now click on the Excel command from the left panel and double click on the Open-
Spreadsheet subcommand. This opens a dialog box.

Step 4.1: Now go to the ellipses button and mention the path of the Excel file where you want to store
the extracted data. Then, click on Save. This step will design the task to open an Excel file. Refer below.
Step 5: Now, you have to make sure that the extracted data is getting filled automatically starting from
the A2 Cell. To create an action for this Double-click on the Go-to-cell subcommand and enter A2 in
the specific cell section. After that click on Save. Refer below.
This step will design a task to place your cursor at the A2 cell in the spreadsheet which is open.

Step 6: Now, you have to start extracting data from the PDF File. To do so follow the below steps.

Step 6.1: Click on the PDF-Integration command and double-click on the Extract Form

Fieldssubcommand.

Step 6.2: Now click on the ellipses button and choose the PDF file from which you want to extract data.

Step 6.3: After this, from the Inserted Fields section, choose the Add option and drag the mouse over
the required field.

Step 6.4: Now, right-click the selected field, and choose the Add Field. Refer below.
Step 6.5: In the extracted text window, choose the suitable variable name and enter the field name. Then
click Ok. This will store the extracted data for the specified variable and the field name. Refer below.

Step 6.6: Similarly repeat the steps for the other 7 fields/variables.

Step 6.7: Finally click on Save.

Step 7: Now, you have to store the extracted data into respective cells in the Excel File. To do this follow
the below steps:

Step 7.1: Click on the Excel command and double-click on the Set Cell subcommand.

Step 7.2: In the dialog box that opens up, go to the Cell value section, press on F2 and choose the
variable name that you would like to choose. Then click on Insert. Here I will choose RecieptNo. Refer
below.

This action will make you store the data in the A2 cell.

Step 7.3: Now, the next extracted data should be stored in the next cell that is B2(which is in the same
row, but different column). To do that, double-click on the Go to cell subcommand and choose the option
of One cell to right. After that click on Save.
Step 7.4: Now, to insert the value to the B2 cell, again double click on the Set Cell subcommand and
press on F2. Choose the variable name and click on Insert.

Step 7.5: Now, insert the next value to the C2 cell. To do that repeat the above steps.

Now, you have extracted the data for a single PDF, if you wish to extract data from various other PDFs.
You have to store the data in the next row right?
Step 8: To do so, Double click on the Go to Cell subcommand and choose One cell below.
Step 9: To go to the beginning cell i.e the first cell in the row, choose the Go to cell subcommand and
choose Beginning of the row. Refer below.
Step 10: Now, all the above actions were to extract data from a single PDF File. To extract data from
multiple PDF Files, follow the below steps.

Step 10.1: Click on the section action in the task pane and then Double click the Loop command from
the left panel.

Step 10.2: Over here choose Double click on the Each File in a Folder command and from
the Browse option mention the path of the folder which contains all the PDF Files. Then click on Save.
Step 10.3: Move the End Loop command to the last line of the action list.

Step 10.4: Double click the PDF Integration command and insert the required variable ($FileName$) in
the PDF Name section.
This is how your final task list should look like.

Step 11: Now, click on the Save button, to save your task and execute the task by clicking on
the Run button.

You would see the below output.

s

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