Lesson 2 - Introduction To UiPath
Lesson 2 - Introduction To UiPath
and
Development
v4.0
Lesson 2 Introduction to
UiPath
Agenda
3 Explain Studio
4 Describe Orchestrator
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
Deliver
UiPath Platform’s Core Components
Deploy Execute
Robots are UiPath’s execution agents that enable the user to run processes developed in Studio.
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
Orchestrator is the heart of automation management and is used to create, monitor, and deploy
resources in an environment. It is an application that:
Real-time graphic
representation of
automation project
in Designer panel
Home
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
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
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Debug
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
Create and reuse UI taxonomies To use the Object Repository tool, click on Project
inside and across projects. Settings in the Object Repository panel.
Add resources such as Assets, Queues, Processes, and entities from Orchestrator.
Test Explorer Panel
• 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
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
Enables the search of the elements used in the project, such as activities, snippets, files, variables, and
arguments.
Classroom Exercise
The keyboard shortcuts can be used whenever the Studio is the active window. Shortcuts are available
for:
Workflow Analysis
Search
and Execution
Debugging Miscellaneous
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
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
Checks the whole project for validation errors and Workflow Analyzer
Shift + F7
violations
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
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:
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
The UiPath Studio is built to automate apps that have a user interface.
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
Library
Installed as dependencies
Saved as .nupkg file to workflows
Managing Libraries
Creating Libraries
Publishing Libraries
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
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:
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
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
Process of identifying and removing the errors which prevent the project from functioning correctly. In
Studio, debugging is:
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
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
1 2 3 4 5
Locals Panel Call Stack Panel Breakpoints Panel Watch Panel Immediate Panel
Locals Panel
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.)
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.)
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
3 Studio Overview
4 Orchestrator Overview
5 Studio Installation