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Module 2

The document provides an introduction and overview of the UiPath platform for robotic process automation (RPA). It describes the key components of UiPath including Studio, Orchestrator, and Robots. Studio is used to visually build automated processes, Orchestrator controls and monitors robots, and robots execute workflows. The benefits of RPA with UiPath are also outlined, such as increased productivity, reliability, and resource optimization. Instructions are provided on installing UiPath and browser extensions to enable web automation. An introduction to projects in UiPath is also given, describing the options for new projects, templates, and building reusable libraries.
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
39 views

Module 2

The document provides an introduction and overview of the UiPath platform for robotic process automation (RPA). It describes the key components of UiPath including Studio, Orchestrator, and Robots. Studio is used to visually build automated processes, Orchestrator controls and monitors robots, and robots execute workflows. The benefits of RPA with UiPath are also outlined, such as increased productivity, reliability, and resource optimization. Instructions are provided on installing UiPath and browser extensions to enable web automation. An introduction to projects in UiPath is also given, describing the options for new projects, templates, and building reusable libraries.
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Learning Objectives

UiPath Platform UiPath Academic UiPath


components Alliance edition User Interface

Benefits of UiPath Browser “Hello World”


adopting RPA Extensions Robot

Hello and Welcome back to Step into RPA course! By the end of this section, you
should be able to:

• Describe the UiPath platform components


• List of benefits to adopting RPA
• Install UiPath Academic Alliance edition
• Install UiPath browser extensions
• Describe UiPath user interface
• Create your first “Hello World” Robot

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Introduction of UiPath UiPath is the fastest
growing enterprise
software company

UiPath was founded in


2005 by Daniel Dines

UiPath is the world’s


leader in Robotic
Process Automation
software
UiPath has 53 offices
in 20 countries

UiPath is valued at
more than $7B

Let’s start with an Introduction of UiPath. UiPath is the fastest growing software
enterprise company in history. It was founded by Daniel Dines in 2005 in Bucharest,
Romania. The company is the world’s leader in Robotic Process Automation
software. It has 53 offices in 20 countries. 50% of the top 50 Global Fortune 500
companies are UiPath customers. It has received about $1B in funding and is
currently valued at more than $7B

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UiPath components

The basic components of UiPath are:

Deploy Execute

Studio
Orchestrator Robot

Designs automation
Controls, manages and Executes workflows
workflows
monitorsvisually, with
the robots and instructions
minimal use of code

The basic structure of UiPath has three components: Studio, Orchestrator, and
Robots. Let’s discuss each in detail:

The Studio is where the automated processes are built in a visual manner, using the
built‐in recorder, drag & drop widgets, and best‐practice templates.

The Orchestrator is a server application that can be accessed through a browser, for
example, Google Chrome. With the help of Orchestrator, you can control,
manage, and monitor the robotic workforce.

The Robots execute the workflows, steps, and instructions transmitted by the
Orchestrator or the code which we have generated. Robots are of two types:
Attended and Unattended robots.
Attended Robots operate alongside a human and are triggered by user events.
These robots work on the same workstation or computer as a human worker.
Unattended Robots operate without any human intervention in virtual
environments. This type of robot can automate any number of processes efficiently.
Tasks to unattended Robots are assigned through Orchestrator and they work 24X7.

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Robot for every person Consistent
Robot takes over boring, Performs the assigned
mundane and repetitive tasks tasks efficiently each time

Benefits of
High productivity Accurate
Lowers execution time
UiPath Less prone to errors
Automation

Reliability Resource optimization


24*7 working Robots Allocate liberated bandwidth
to decision-making/human
tasks

Benefits of UiPath Automation:


When you create your first Robot, you will realize how it not just liberates you from monotonous tasks but
also saves time and increases your productivity Let us look at the benefits of UiPath Automation for people,
businesses, and people at businesses.
1. Robot for every person:
With UiPath anyone can create Robots that can take over the repetitive, rule‐based, time‐consuming tasks,
thereby saving time, which can be used for other more meaningful and productive work. As a result, the
nature of work is undergoing a fundamental shift. Increasingly more workers shall have their own Robots for
completing a portion of their tasks. This combination of Human and Robot will transform the global economy
in the next few years. UiPath has the vision of equipping every person on this planet with a Robot.
2. Higher Productivity:
With a portion of your tasks being completed by a Robot, you can better plan and leverage resources
available to you. This will lead to enhanced productivity.
3. Reliability:
Robots, unlike humans, do not get tired or bored. Once deployed they can continuously work with the same
accuracy and precision. They are highly reliable.
4. Consistent:
Robots are highly consistent as they perform the assigned tasks efficiently each time, every time.
5. Accurate:
Robots execute tasks based on pre‐defined rules. They are highly accurate and precise in operations.
6. Resource Optimization:
A robot can quickly execute lots of tasks in a short span of time which helps to allocate liberated bandwidth
of available resources to more meaningful and productive tasks. This leads to optimal usage of resources as

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well as Resources optimization.

4
Installing the Browser Extensions

Click on Tools in the Start Toolbar.

The next step is to install browser extensions. This will enable you to automate web
applications.

We will learn how to install Chrome extension and firefox extension.

For installing chrome extension, Open UiPath studio, click on “Tools” in the Start
toolbar and click on “Chrome Extension” button under Extensions.

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Installing the Browser Extensions: Chrome

Installs the browser extension for automating the websites in Chrome.

Now open the Chrome browser and click on the notification as shown on the
screen. you will get a prompt, click on “Enable extension” button and installation of
the Chrome extension is complete.

6
Installing the Browser Extensions: Firefox

Installs the browser extension for automating websites in Firefox.

For installing Firefox extension, Open UiPath studio, click on “Tools” in the Start
toolbar and click on “Firefox Extension” button under Extensions. Mozilla firefox
opens up, and a confirmation pop‐up is displayed. Click the “Add” button and click
on “OK” to confirm. This completes the installation of UiPath Firefox extension.

You don’t need to install UiPath Internet explorer extension as UiPath by default is
compatible with Internet explorer.

These extensions enable UiPath to read, change, and manage various activities in
the browser.

7
About Projects

New Project has two options: Process and Library

A. Process section is used to develop simple robots. You will use this frequently and
also in developing your first Robot.
B. Library section helps you create reusable components and publish them together
as a library. Libraries can be added as dependencies to automation processes.

New from Template has three sections:

A. Transactional process. These templates create a transactional process. They are


used by Enterprises to create enterprise‐level robots. Enterprise‐level robots can
perform multiple tasks like logging, error handling, etc. These templates provide
basic building blocks for a developer to start creating automation. With
Transactional process a builder can model a process as a flowchart.

B. Agent process improvement where you can trigger automation in response to a


mouse or keyboard user event.

C. Robotic Enterprise framework where you can create a transactional business


process that follows the best practices for large scale deployments.

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The User Interface

Once you have opened or created a project, you come to the main screen of UiPath
studio. This is the real workplace where you will create Robots. You can see lots of
buttons and panels. We will discuss each of these in the next few minutes.

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About Panels

Properties panel
Activities panel Designer panel

Lets look at the three main panels in UiPath Studio:

Activities Panel contains activities corresponding to most of the actions that a user
can take on a computer which are click, open, type and read. You may search in the
activities, the action you want to perform on application. For example if you want to
type into a text box you may search “Type” and you get that activity. If you want to
read something from a file you should search “Read” and you will get multiple read
options to choose from. If you want to click on the button you search “click”. Once
you get the “Click” activity or other activities in this panel and you can drag drop
them on designer panel to perform the actions.

Designer Panel is the largest area in the middle of the screen. This is where the
automations are actually built. Once the business processes have been mapped and
split into simple operations, they are converted into workflows and built in the
designer panel as automation projects.

The Properties Panel displays all related properties of the activities and selected
items. You can view and modify the properties as per your requirement. So for
example if you drag some activity in the designer panel and click on the activity in
the designer panel, the property panel will show the properties of that activity. If
you have drag “Click” activity in the designer panel, in the properties panel you can

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see all the properties which you can change or customize.

10
The Ribbon

This is known as Ribbon. Ribbon has three tabs: start, design, and execute. The
design tab offers the options to start new automation project using specific times
available, manage activities packages of operations used in automation, filled
interactions using the user interface elements like data scraping. Remove the
unused variable in project, export a project to eek excel and publish a project to
orchestrator or another feed.

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Now let's create our first Robot. This Robot is going to display “Hello World” on the
screen.

Open UiPath Studio, Click on “Start”, Click on “Process” and enter the name of the
project. In this example, we will create a project by the name of HelloWorld. Click
on “Create” to start the project.

This is the Designer panel. This is the Activities panel. In the Activities panel search
for “Message Box” activity.

Double click on “Message Box” activity and it will automatically appear in the
designer panel.

Within the message box in the designer panel, type “Hello World”. Make sure that
its in double quotes

Click on Run and the Robot will display the message “Hello World” on your screen.

You can click on “Publish” button to publish the Robot. Now open UiPath Robot and
you will see your Robot by the name of “HelloWorld”. You can execute the robot any
time from here.

Congratulations on creating your first Robot!

12
Check Your Knowledge

Now it’s your turn to test what you have learned so far. I will challenge you with 5
questions. You need to answer each question correctly to move to the next one. You
can take as many attempts as you want. If in doubt, I will encourage you to go back
and revisit the relevant section of the course.

13
Who is the founder of UiPath?

a) Daniel Redcliffe

b) Daniel Dines

c) Danny Dines

d) Daniel Willington

Who is the founder of UiPath?

a) Daniel Redcliffe

b) Daniel Dines

c) Danny Dines

d) Daniel Willington

The correct answer to this question is option b

14
What are the components of UiPath?

a) Studio, Robots and Process

b) Studio, Orchestrator and Robots

c) Developer, Robots and Orchestrator

d) Studio, Orchestrator and Project

What are the components of UiPath?

a) Studio, Robots and Process

b) Studio, Orchestrator and Robots

c) Developer, Robots and Orchestrator

d) Studio, Orchestrator and Project

The correct answer to this question is option B

15
Is a flowchart visually more appealing that a sequence?

a) True

b) False

Is a flowchart visually more appealing than a sequence?

a) True

b) False

The correct answer to this question is option A.

16
Which panel displays all related properties of the
activities and selected items?

a) Activities Panel

b) Designer Panel

c) Properties Panel

d) All of the above

Which panel displays all related properties of the activities and selected
items?

a) Activities panel

b) Designer panel

c) Properties panel

d) All of the above

The correct answer to this question is option is option C.

17
Which type of project should be used for simple
processes?

a) Process

b) Library

c) Robotic Enterprise Framework

d) Transactional process

Which type of project should be used for simple processes?

a) Process

b) Library

c) Robotic Enterprise

d) Transactional process

The correct answer to this question is option A

18
So far, we have discussed…

Introduction to UiPath
UiPath is the world’s leader in Robotic Process Automation

UiPath components
The basic components of UiPath are Studio, Orchestrator and
Robots

Benefits of UiPath Automation


Enhances productivity, efficiency, accuracy and better utilization of
resources

Installing UiPath and browser extensions


Installation of UiPath Studio community edition and browser
extensions for Google Chrome, Mozilla Firefox and Internet Explorer

Let’s summarise what we have learnt in this section. We learnt about origins of
UiPath. Then we installed UiPath Academic Alliance edition along with browser
extensions. We understood the user‐interface and finally tested the environment
with a “Hello World” robot. That brings us to the end of this section! Thank you for
watching!

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