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Lesson 2 - Introduction To UiPath

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96 views132 pages

Lesson 2 - Introduction To UiPath

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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
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RPA Design

and
Development
v4.0
Lesson 2 Introduction to
UiPath
Agenda

1 UiPath and Its Products 5 Studio Installation

2 Robots and Their Types 6 Studio User Interface

3 Studio Overview 7 Features of Studio

Building ‘Hello World’


4 Orchestrator Overview 8 Automation Project
Learning Objectives

1 Describe UiPath and Its Products

2 Explain Robots and Analyze Their Types

3 Explain Studio

4 Describe Orchestrator

5 Install UiPath Studio


Learning Objectives

6 Describe Studio User Interface

7 Explain the Features of Studio

8 Build ’Hello World’ Automation Project


About UiPath
• Introduction to UiPath
• UiPath Platform
• UiPath Platform’s Core Components
Introduction to UiPath

World’s leading Offices across Helps organizations 10,000+


Founded in 2005, transform to a fully
RPA software 40+ countries customers
in Bucharest, automated
company globally
Romania enterprise
UiPath Platform and Products

UiPath Platform helps organizations expedite automation time-to-value and ongoing ROI across the
entire lifecycle.
Measure &
Govern
Measure and govern automation programs to
align with business outcomes

Discover Build Manage Run Engage

Automation Hub Studio Family Orchestrator Automation Cloud Apps


Task Capture Integration Service Test Manager Robots Assistant
Process Mining Document Understanding AI Center Attended Robots Action Center
Task Mining Marketplace Data Service Unattended Robots

Insights Test Robots

Deliver with integrated platform services—SaaS or self-hosted

UiPath Automation Cloud™ Automation Suite


SaaS Self-hosted

Deliver
UiPath Platform’s Core Components

UiPath Suite Architecture has three core components. They are:

Deploy Execute

Design automation Control, manage and Enable to run processes


workflows visually, with monitor the robots developed in Studio
minimal use of code
Robots and Their Types
• Introduction to Robots
• Types of Robots
• Attended Robots
• Unattended Robots
Introduction to Robots

Robots are UiPath’s execution agents that enable the user to run processes developed in Studio.

Improve process Mimic human actions


efficiency & save time

Are non-invasive Perform actions on


and can work 24/7 applications, files, & data

Work on predefined rules Perform complex calculations


for decision-making
Types of Robots

Robots are of two types:

Operate with Triggered Operate without Work standalone


human by user human in virtual
intervention events intervention environment
Attended Robots

What do they do?


Collaborate with a human
worker for small and repetitive
How do they work? tasks
Triggered by users or
specific user events
Where do they run?
On the same machine on
which the user performs the
day-to-day tasks
Unattended Robots

What do they do?


Run long processes or automations
without human interaction
How do they work?
Controlled through
Orchestrator
Where do they run?
On any machine connected
to Orchestrator
Studio Overview
• Introduction to Studio
• Features of Studio
• UiPath Studio Editions
Introduction to Studio

Studio is used to develop automation projects.

Studio:

Visual
Provides Automates Generates
solutions for applications, workflows to be
application tasks, & executed by
Drag-and-drop integration and processes Robots
automation

Low Code
StudioX

StudioX offers:

01 02 03

Complete solution Seamless Real-time graphic


for businesses to integration with representation of
automate Microsoft Office automation project
applications applications in Designer panel
(such as MS
Excel)
Features of Studio

Productivity Code Quality Extensibility


Drag & Drop Activities Workflow Analyzer Project Template
Manage Dependencies Create Custom Rules Browser Extensions
Validate

Version Control Debugging Reusability


Git, TFS, SVN Integration Breakpoints Libraries
File Diff and Compare Call Stack, immediate, Custom
Changes Locals, Watch Templates
Test Activity and Create Test
Bench
UiPath Studio Editions

There are three editions of Studio:

Community Edition Enterprise Edition Academic Alliance Edition

• Available for enterprise • Available to teachers and


• Available to anyone for
deployments for students for teaching,
download, practice &
businesses learning and research
development
• The user needs to • The user can access the
• The user can access the
purchase the license to license for free for 365
license for free
• access it days, and then get it
It is updated regularly
• It gets major updates renewed with alliance.
(more than once a
twice a year (April & • One license key allows
month)
• October) access on 2 different
The updates are installed
• The updates are installed machines
automatically
manually • The updates are installed
manually
Orchestrator Overview
• Introduction to Orchestrator
• Primary Functions of Orchestrator
Introduction to Orchestrator

Orchestrator is the heart of automation management and is used to create, monitor, and deploy
resources in an environment. It is an application that:

Controls & monitors Deploys the Studio Manages the Robots


the productivity of workflows to the by scheduling
Robots Robots them
Primary Functions of Orchestrator

The primary functions of Orchestrator are:

Monitoring the Managing the Triggering the


Robots remotely Queue Robots

Serving as the Ensuring correct delivery Scheduling of Storing and


control room of package to the robots Robots indexing logs
UiPath Studio Installation
Classroom Exercise

Demonstrate the steps to install UiPath


Academic Alliance Edition 2021.10.
Practice Exercise

Download and Install UiPath Academic Alliance


Edition 2021.10
Studio User Interface
• Ribbon and Tabs
• Panels
• Keyboard Shortcuts
The Ribbon

The Ribbon consists of three tabs:


• Home
• Design
• Debug

Real-time graphic
representation of
automation project
in Designer panel
Home

Home consists of six tabs:


• Start
• Tools
• Templates
• Team
• Settings
• Help
Home Start Tab

The Start tab enables the creation of new automation processes. It consists of four sections:
• Open
• Open Recent
• New Project
• New from Templates
Home Templates Tab

The Templates tab is used to browse and search for custom templates. It consists of two sections:
• Recently Used Templates
• Search for Templates
Home Team Tab

The Team tab provides access to:


• GIT repository
• TFS (Team Foundation Server) repository
• SVN (Subversion) repository
Home Tools Tab

The Tools tab is used to:


• Launch UI Explorer
• Install extensions for: Browsers, Java, Silverlight etc.
Home Settings Tab

Allows the user to change the interface language, theme, set global preferences, and manage activity
feeds. It consists of six sub-tabs:
• General
• Design
• Location
• Manage Sources
• License and Profile
• Team
Home Settings Tab General

The General sub-tab contains the following options:


• Language
• Theme
• Telemetry
• Reset Settings
Home Settings Tab Design

The Design sub-tab contains the following options:


• Save and Publish
• Execution
• Design Style
Home Settings Tab Locations

The Locations sub-tab contains options to define the:


• Project Path
• Publish Process URL
• Publish Library URL
• Publish Project Templates URL
• Custom Workflow Analyzer rules location
Home Settings Tab Manage
Sources
The Manage Sources sub-tab contains the following options:
• Default package sources
• User defined package sources
Home Settings Tab License and
Profile
The License and Profile sub-tab contains the following options:
• Change Local License
• View or Change Profile
Home Settings Tab Team

The Team sub-tab contains the following options:


• GIT
• SVN
• TFS
Home Help Tab

The Help tab offers access to:


• Product Documentation
• Community Forum
• Help Center
• Academy
• Release Notes
• Take a short survey
• Quick Tutorial
Design

Design tab has the following options:

1. New 10. Screen Scraping


2. Save 11. Data Scrapping
3. Export as Template 12. User Events
4. Debug File 13. UI Explorer
5. Cut, copy and paste activities and workflows 14. Remove Unused
6. Undo, Redo activities and workflows 15. Analyze File
7. Manage Packages 16. Test Manager
8. Manage Entities 17. Export To Excel
9. Recording 18. Publish

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Debug

Debug tab has the following options:

1. Debug File 8. Highlight Elements


2. Stop 9. Log Activities
3. Step into, Step over and step out of set of activities 10. Continue on Exception
4. Retry, ignore, restart and focus project execution 11. Picture in Picture
5. Breakpoints 12. Remote Debugging
6. Slow Step 13. Open Logs
7. Execution trail

1 2 3 4 5 6 7 8 9 10 11 12 13
The Main View

When UiPath Studio opens, the main view is displayed with different panels.
Project Panel

The Project Panel shows:


• Folders
• File location
• Dependencies
• Project Settings
Activities Panel

The Activities Panel offers:


• Access to the activities available for the workflows
• You can search for activities using the search bar
• Your most activities are displayed under Favorites
• Your latest activities used are displayed under Recent
• You can find all the activities classified under Available
Snippet Panel

The Snippet Panel enables:


• Reusing automations
• Using samples and snippets
Properties Panel

View and change the properties of a selected activity.


Outline Panel

The Outline Panel displays:


• The project hierarchy
• Available Nodes
• Activities used
Object Repository Panel

Create and reuse UI taxonomies To use the Object Repository tool, click on Project
inside and across projects. Settings in the Object Repository panel.

Switch on Modern Design Experience and


click Reload in the Info dialog box.
Resources Panel

Add resources such as Assets, Queues, Processes, and entities from Orchestrator.
Test Explorer Panel

Test Explorer panel shows information relevant to test automation.

• Displays Test Results and Test Summary indicating the total number
of tests conducted and the number of tests passed and failed
• It allows to check activity coverage by clicking the Activity Coverage
Panel
Variables Panel

Allows creating, viewing and modifying variables.


Arguments Panel

Allows creating, viewing and modifying arguments.


Imports Panel

Displays the imported namespaces which hold types of operations and variables.
Output Panel

The Output Panel displays the output of the Log Message or Write Line activities, as well as the logs
when the debug mode is activated.
Find References Panel

The Find References Panel shows all the places where an element is referenced in the project.
Error List Panel

The Error List Panel displays all the errors generated when running Workflow Analyzer.
Breakpoints Panel

The Breakpoints Panel helps in managing breakpoints added to the project.


Universal Search Bar

Enables the search of the elements used in the project, such as activities, snippets, files, variables, and
arguments.
Classroom Exercise

Overview of Studio User Interface.


Keyboard Shortcuts

The keyboard shortcuts can be used whenever the Studio is the active window. Shortcuts are available
for:

File Management Recording

Workflow Analysis
Search
and Execution

Comment Selected Activity

Debugging Miscellaneous
Keyboard Shortcuts

File Management Selected Activity


Ctrl + Shift + N Creates a new Blank Process Places the selected activity inside
Ctrl + T
the Try section of a Try Catch activity
Ctrl + O Opens a previously created workflow
Creates a new Sequence Diagram in the
Opens the folder where the Log files Ctrl + N
Ctrl + L current project
are stored
Ctrl + S Saves the currently opened workflow Ctrl + C Copies the selected activities to the clipboard

Ctrl + Shift + S Saves all the workflows currently open


Ctrl + V Pastes the copied activities
Moves focus between workflows
Ctrl + Tab Creates a variable of the same type as the
opened in the Designer panel Ctrl + K
required type of the activity
Closes the workflow file that is in focus
Ctrl + W F2 Allows for renaming the selected activity
in the Designer Panel
Shift+F2 Adds an annotation to a selected activity
Alt + F7 Moves focus between Studio panels
Enter Saves the data added in the activity input field
Keyboard Shortcuts

Search
Opens and focuses the search bar
F3 or Ctrl + Shift + P Opens the Command Palette Ctrl + Alt + A
in Properties panel
Opens the Add an Sets the focus to the search box in
Ctrl + Shift + T Ctrl + Alt + F
Activity search bar the Activities panel
Navigates to the next item in the
Opens the Go to file search
Ctrl + Shift + F Tab panel or the next element in the
bar
activity
Opens the Universal Switches to the Current File tab
Ctrl + F Ctrl + 1
Search bar in the Universal Search bar
Opens the Jump to Switches to the All Files tab in
Ctrl + J Ctrl + 2
activity search bar the Universal Search bar
Switches to the Current Ctrl + 3 Switches to the Activities tab in
Ctrl + 1 File tab in the Universal the Universal Search bar
Search bar
Keyboard Shortcuts

Debugging Recording
Marks the selected activity with a Ctrl + Alt + W Opens the Web Recording toolbar
F9
breakpoint
Ctrl + Alt + B Opens the Basic Recording toolbar
Ctrl + Shift + B Opens the Breakpoints panel
Ctrl + Alt + C Opens the Citrix Recording toolbar
Ctrl + Alt + E Opens the Error List panel
Ctrl + Alt + D Opens the Desktop Recording toolbar
When debugging, steps over the
F10 execution of a block of activities in
the currently selected workflow F2 Adds delay during a recording activity

When debugging, enables you to


F11 step into a block of activities and Lets you specify a custom recording
F3
executes the first one region

Shift + F11 When debugging, steps out of the F4 Let's you choose the UI Framework to
current container after its last record, which can be Default, AA, or UIA
activity is executed
Keyboard Shortcuts

Workflow Analysis and Execution


Runs the current project in debugging mode, starting with the .xaml file
F5
set as Main
Pauses the execution of the current workflow, in both normal and debug
Pause
mode
Stops the execution of the current workflow, in both normal and debug
F12
mode

Ctrl + F5 Runs the current project

Checks the whole project for validation errors and Workflow Analyzer
Shift + F7
violations

F8 Checks the currently opened workflow for validation errors

Shift + F8 Checks all project files for validation errors


Keyboard Shortcuts

Miscellaneous Comment
Enables you to access a help topic Ignores the activity that is currently
F1 associated with the currently Ctrl +D selected by placing it into a Comment
selected element Out container
Opens the Manage Removes the activity from the
Ctrl + P Ctrl + E Comment Out container it was placed
Packages window
in
Closes the Publish, Manage
Esc
Packages, File Diff windows

Ctrl + F1 Minimizes or expands the ribbon

Ctrl + Removes all unused project Argument


Shift + R dependencies.
Creates an In argument of the same
Ctrl + M type as the required type of the
Ctrl + Z Undo the last action. activity
Ctrl + Creates an Out argument of the same
Ctrl + Y Redo the last action you've undone. Shift + type as the required type of the
M activity
Activity Packages
• UiPath Activities
• Activity Packages
• Activity Feeds
• Managing Activity Packages
UiPath Activities

Help create a clear and Managed with the


smooth automation process Vary in their complexities help of feeds

Part of the UiPath Multiple activities needed Integrated into


Studio application to create a workflow packages
Activity Packages

An activity package is a bundle of activities that can help automate a certain application, a category of
apps, or use certain technologies in automations. Studio includes several activity packs by default along
with these default process dependencies:

System Activities Excel Activities


It manipulates data tables It aids users to
by adding or extracting automate all aspects of
information Microsoft Excel

Mail Activities UI Automation Activities


It facilitates the automation of It contains basic activities
any mail related tasks and for creating automation
covers various protocols: IMAP, projects
POP3 & SMTP
Managing Activity Feeds

Adding a Custom feed


1. Manage Packages window >
Click Settings
2. Click “+” to add feed to user
defined package sources
3. Fill name of NuGet feed
4. Source field > URL of NuGet
feed > Click Add > Save

Removing a Custom feed


1. Settings > Choose a feed
from User defined package
sources
2. Press Remove “-” button
(feed removed from All
Packages)
3. Click Save
Managing Activity Packages

The Package Manager


functionality is organized by
feed and enables:
• Downloading activity
packages, libraries,
frameworks, wrappers, and
others
• Viewing, updating, and
removing the ones already
installed
• Adding and removing
user’s own packages
Managing Activity Packages (Contd.)

1 Open UiPath Studio

2 Create a new Process

Click the Manage


3 Packages button to
verify existing activities
packages

Installing a Package
1. Click All Packages option >
type name of desired activity
pack in the Search bar
2. Click the Install button
3. Click the Save button.
4. Click the I Accept button in
the License
Acceptance popup
Managing Activity Packages (Contd.)

Updating a Package
1. Click the Manage
Packages button
2. Click button
3. Click the Save button
4. Click the I Accept button in the
License Acceptance popup
Managing Activity Packages (Contd.)

Uninstalling a Package
1. Click the Uninstall button
2. Click the Save button
Classroom Exercise

Demonstrate the steps to install Activity


Packages.
Practice Exercise

Install the following UiPath Activity Packages:


• Excel
• Email
• PDF
Managing Extensions
• Installing Studio Extensions
UiPath Studio Extensions

The UiPath Studio is built to automate apps that have a user interface.

Extensions broaden the


automation capabilities by
enabling native detection of UI
elements in third party
applications
• Web Browsers (Chrome,
Firefox, & Edge)
• Java Applications
• Silverlight Applications
• Citrix Environments
• Microsoft Remote Desktop
and Apps
• VMware Horizon
• Excel Add-in
• SAP Solution Manager
Installing Extensions: Chrome

For installing the “Chrome extension” click the “Chrome” button under UiPath Extensions
Installing Extensions: Chrome

Click on “Enable Extension” to install the UiPath extension for automating the process.
Installing Extensions: Firefox

For installing the “Firefox extension”, click the “Firefox” button under UiPath Extensions. After that, click
“Add” in the browser to install the UiPath extension.
Classroom Exercise

Demonstrate the steps to install UiPath Browser


Extensions.
• Chrome
• Firefox
• Edge
Practice Exercise

Install the following UiPath Browser Extensions.


• Chrome
• Firefox
• Edge
Reusing Automation Library
• Automation Library
• Managing Libraries
• Adding Reusable Components to
Automation Projects
Automation Library

Contains multiple Allows using same sub-


reusable components workflow in several
automation projects

Library

Installed as dependencies
Saved as .nupkg file to workflows
Managing Libraries

Creating Libraries

• Home Ribbon > Start >


Library
• Add name & location for
Library > Create
Managing Libraries

Publishing Libraries

• Design Ribbon > Publish


• Choose the publish
location
• Specify the Activities
Root Category and
check Include Sources
Adding Reusable Components to
Automation Projects

Step 1
Open existing/
create new project
Adding Reusable Components to
Automation Projects (Contd.)

Step 2
All Packages >
pick library feed >
install package
Adding Reusable Components to
Automation Projects (Contd.)

Step 3
Add package to
project by
selecting OK
Adding Reusable Components to
Automation Projects (Contd.)

Step 4
Activity in Activities
Panel (custom
category)
Classroom Exercise

Demonstrate the steps to install and use


Automation Library in Studio.
Version Control
• About Version Control
• Managing projects with GIT
• Managing projects with TFS
• Managing projects with SVN
• Context Menu
Version Control

Used to track and manage any changes done in the project

Allows users in different Offers smooth


teams & locations to collaboration between
access same resources multiple users

Allows a user to check


revision history of the
project (offers
traceability)
Enabling Version Control Plugins

Enabling Version Control


Version Control Plugins GIT, SVN and TFS
can be enabled by following these steps:

1. Open the backstage view of Studio


and click the Settings tab from the left
panel.
2. From the Settings section, click the
Team tab to display the settings for
source control plugins.
3. Click the toggle buttons for SVN and
TFS to enable these source control
systems.
Version Control in Studio

Automation projects are connected to version control systems through the Team tab in Studio.
Managing Projects with GIT

GIT is a distributed version-control system for tracking changes in source code during software
development. Options in GIT are:

Clone Repository Copy to GIT


Clone a remote GIT Copy the current
repository project to an existing
GIT repository

GIT Init Disconnect


Add the current project Disconnect current
to a new local GIT project from source
repository control
Managing Projects with GIT

Cloning a remote repository


1. Start tab > Team > Clone Repository > Clone
with HTTPS or Use SSH
2. Type Repository URL > Choose empty Check
out directory
3. Click Use Credentials (Add GIT Username &
password)
4. Click Open
5. Select project.json to open in Studio
Copying project to GIT
6. Team tab > Copy to GIT
7. Pick the existing GIT repository folder
8. Select Yes in Copy to GIT message box
Managing Projects with GIT (Contd.)

Adding a Project
GIT Init feature adds the current project to a local GIT
repository
1. Create or open a project in Studio.
Click the Start tab > Team > GIT Init
2. Select the path to initialize repository
3. Select project files to add to repository in the Commit
Changes window
4. Click the Commit and Push button
5. Use Copy to GIT button (to copy current project to
existing GIT repository)
6. Use the Disconnect option to remove subversion tag
(to disconnect from GIT)
Managing Projects with TFS

Set up TFS in Studio


1. Team tab > Open from TFS/ Add to TFS
2. Click Servers in Connect to Azure DevOps
Server window
3. Click Add in Add/Remove Azure DevOps
Server window
4. Fill repository details

Open a Project from TFS


5. Team tab > Open from TFS
6. Pick server to access from drop-down menu under
the Select a Team Foundation Server (in Connect to
Azure DevOps Server window)
7. Pick team project collection & team project >
Connect
8. Pick a Check out directory
Managing Projects with TFS (Contd.)

Managing a Project
Adding a Project to TFS
1. Create/open project. Click Start > Team > Add to
TFS button
2. Pick Server to access, team project collection & team
project in Connect to Azure DevOps Server window >
Connect
3. Provide path in Remote subfolder > Select .xaml file >
Pick Check out directory > Add
4. In the Check in Changes window, select files to check in >
Click Check In
Editing & Checking in changes
5. Connect project to TFS repository
6. Select Check Out for Edit for an .xaml file
7. Select Check In for the file. Check In window displays
8. Review changes, check Show Unversioned Files box
9. Click Check In
10. Click Start > Team > Disconnect
Managing Projects with SVN

Managing a Project
Opening a Project from SVN
1. Team tab > Open from SVN
2. Open repository browser, select a file to open.
3. Pick empty Check Out directory, fill Username
& Password in Use credentials box
4. Pull main.xaml file from repository by
choosing from two options:
• Check out latest and edit
• Open local as read only
Managing Projects with SVN (Contd.)

Managing a Project
Adding a Project to SVN
1. Create/open project. Click Start > Team > Add to
SVN button
2. Open repository browser, select a file to open
3. Pick empty Check Out directory, fill Username &
Password in Use credentials box > Click Add
4. In the Check in Changes window, select files to add to
repository > Click Check In
Editing & Checking in changes
5. Connect project to SVN repository
6. Select Check Out for Edit for an .xaml file
7. Select Check In for the file. Check In window displays
8. Review changes, check Show Unversioned Files box
9. Click Check In
10. Click Start > Team > Disconnect
Context Menu for TFS & SVN

The context menu options are:

Open Opens the selected .xaml file in the Designer panel


Rename Enables you to rename the selected file or folder, and opens the Rename Item
window
Delete Deletes the selected item (only from your local machine)
Check Out Latest
Marks the selected file or folder as locked for editing
For Edit
Finish Editing Checks in the project.json file in the repository, together with the changes and a
commit message
Add Uploads the selected item to the TFS/SVN server
Get Latest Version Downloads the latest version of the item from the repository
Show Changes Compares changes between versioned and locally mapped files
Check In Displays the Check In Changes window and enables you to upload the selected
item to the server as the newest version
Undo Displays the Undo Pending Changes window and enables you to Revert the
changes done to the project
Run Runs the selected workflow
Set as Main Sets the selected .xaml file as Main in the project
Practice Exercise

Connect your project to TFS.


Introduction to Automation Debugging
• Automation Debugging
• Debugging Activities
• Debugging Panels
• Common Automation Issues
Automation Debugging

Process of identifying and removing the errors which prevent the project from functioning correctly. In
Studio, debugging is:

Useful for verifying the


data that each activity Done at activity, file,
gets during execution & project level

Done using options


available in Debug
Ribbon
Used for finding & locating
problems easily in complex
workflows
Debugging Activities

The activities for debugging are:

• Debug File • Step Into • Retry • Breakpoints • Log Activities


• Stop • Step Over • Ignore • Slow Step • Continue on Exception
• Step Out • Restart • Execution Trail • Picture in Picture
• Focus • Highlight Elements • Remote Debugging
• Open Logs
Debugging Activities (Contd.)

Debug File Step Over


1 Starts the debugging process
4 Debugs the next activity without
opening it

Stop Step Out


2 Stops the debugging process
5 Pause execution at current
container, works with nested
sequences

Step Into Retry


3 Debugs the activities step-by-step 6 Re-execute previous activity
Debugging Activities (Contd.)

Ignore Break
7 Ignore an exception & execute
from the next activity to debug 10 Pause debugging, activity
remains highlighted, use
workflow Continue to resume debugging

Restart Slow Step


8 Restart debugging from the first
activity of project
11 Debugging at a slower rate, take
closer look at activity

Focus Execution Trail


9 Return to the activity that caused 12 Shows the exact execution path
the error & resume debugging at debugging
Debugging Activities (Contd.)

Highlight Elements Picture in Picture


13 Highlight UI elements during
debugging 16 Executes and debugs processes
or libraries in a separate session

Log Activities Remote Debugging


14 Display debugged activities as
Trace logs in the Output panel
17 Run and debug processes on
robots deployed to remote
machines

Continue on Exception Open Logs


15 Exception is logged in the Output 18 Open local folder where logs are
panel and the execution stored
continues
Setting Breakpoints

Breakpoints
• Used when the user wants to pause the debugging process at a specific activity (that causes
execution issue)
• User identifies & corrects the error
• Resume
Debugging Panels

The various panels for debugging are:

1 2 3 4 5

Locals Panel Call Stack Panel Breakpoints Panel Watch Panel Immediate Panel
Locals Panel

The Locals Panel


• Displays properties or
activities & user-
defined variables &
arguments
• Visible only while
debugging
Call Stack Panel

The Call Stack Panel


• Displays the next
activity to be executed
• Activity with exception
highlighted in red and
marked in this panel
Breakpoints Panel

The Breakpoints Panel


• Breakpoints pause
debugging on activity
causing execution
issue
• Displays all
breakpoints in the
current project
• Breakpoint Settings:
individually adjusted
for each toggled
breakpoint part
• Condition
• Hit Count
• Log Message
Watch Panel

The Watch Panel


• Displays the values of
variables, arguments,
user-defined
expressions in scope
• Visible only while
debugging
Immediate Panel

The Immediate Panel


• Used to inspect data
• Evaluates variables,
arguments, statements
• Visible only while
debugging
Common Automation Issues

Some common problems that occur in the automation process are:

Element not found Timing Issue


Classroom Exercise

Overview of the Debug panel and different


debugging techniques.
Activities Guide
• UiPath Activities Guide
UiPath Activities Guide

System UI Automation Citrix Cognitive

Contains all the basic Contains all the basic Enables users to easily Contains activities that help
activities used for creating activities used for creating automate processes for on- user to use Google's, IBM's,
automation projects & automation projects & demand management & Stanford’s, and Microsoft's
enables the robots to: enables the robots to: maintenance of Citrix virtual APIs & enables the robots
• Manipulate data tables • Simulate human machines through the to:
• Directly interact with interaction following: • Translate text from one
directories & files • Perform image & text • A new server from a language to another
automation template • Extract relevant
• Create UI behavior-based • Option to take information from a given
triggers Screenshots of virtual piece of text
• Perform browser machines
interaction • Reboot, power on/off
UiPath Activities Guide (Contd.)

Credentials Excel Form Mail

Contains activities that work Contains activities that help Contains activities that Contains activities that
with Windows Credential users to automate all enable the user to: facilitate the automation of
Manager & enables the user aspects of Microsoft Excel & • Create custom input forms any mail-related tasks &
to: enables the user to: (to collect data from enables the user to:
• Add & delete credentials • Read information from a human users) • Send, receive, delete
for specific Microsoft cell, columns, rows • Display custom callout emails
authentication packages • Write to other messages • Send attachments
• Retrieve credentials spreadsheets
• Execute macros
• Sort data & append
additional information
UiPath Activities Guide (Contd.)

PDF Terminal Web

Contains activities designed Contains activities designed Contains activities that


to extract data from PDF to connect to a terminal & enable the user to:
files & store it into string efficiently work within it & • Perform requests using
enables the user to:
variables & enables the user • Retrieve text, fields specific protocols to any
to: • Screen positions, send web APIs that support
• Extract data from the keys, text them
entire document or a • Wait for certain text or • Manipulate XML and
range of pages (Range fields to appear as triggers JSON files
property) • Connect to a specific • Automate various software
• Use OCR-based activities environment using components with less
Terminal Session activity
to extract data from effort (using APIs)
scanned documents
UiPath Activities Guide

Abbyy Cryptography Database Exchange Server FTP


Enables user to extract Provides encryption Enables user to connect to Includes activities designed Enables user to connect to
intelligent data & document services to user to encrypt a database & perform for Microsoft Exchange a File Transfer Protocol
capture processes through & decrypt sensitive data actions such as executing Server 2016 & 2019 (mail, server & perform like
OCR, Cloud OCR, data using encryption protocols transactions or queries & calendar, schedule, etc.) searching, downloading,
extraction activities non queries uploading files & directories
UiPath Activities Guide (Contd.)

Google GSuite Intelligent OCR Document Java Persistence


Enables user to automate Enables user to digitize & Processing Enables user to harness Enables user to
Google Cloud G Suite classify documents, Enables user to integrate the power of Java code by manipulate jobs, tasks,
applications (Calendar, extract data & export it own classification & initializing Java library & queues in Orchestrator
Drive, Mail, etc.) extraction activities with using further activities

Intelligent OCR activities


package
UiPath Activities Guide (Contd.)

Python Salesforce SAP BAPI Screen OCR Workflow Foundation


Enables user to invoke Enables user to automate Enables user to connect to Offers a machine-learning Provides functionality for
Python scripts & methods Salesforce processes (file an SAP system & use an based OCR for screens control flow, event
in any workflow directly & record manipulation, Invoke SAP BAPI activity handling, & communicating
from UiPath report execution) with applications and
services
UiPath Activities Guide

Active Directory VMware ML Services Omni Page OCR Word Microsoft Vision
Domain Services

Amazon Web Azure Activities Document Microsoft Azure Active Google Vision
Services Understanding ML Dynamics 365 Directory
Building ‘Hello World’ Automation
Project
Classroom Exercise

Demonstrate the steps to build a workflow that


displays ‘Hello World’ in a message box.
Practice Exercise

Build a workflow that prints ‘Hello World’ in a


message box.
• Use message box activity.
• Enter ‘Hello World’ text in the message box
activity.
Summary

1 UiPath and Its Products 7 Features of Studio

2 Robots and Their Types 8 Building ’Hello World’ Automation Project

3 Studio Overview

4 Orchestrator Overview

5 Studio Installation

6 Studio User Interface

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