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RPA - Module 2

The document outlines the core components of Robotic Process Automation (RPA) platforms, including the Recorder, Development Studio, Bot Runner, and Control Center, which facilitate automation of business processes. It discusses various RPA vendors like UiPath, Automation Anywhere, and Blue Prism, highlighting their features and market presence. Additionally, it addresses the future of automation, emphasizing the need for adaptation in education and the workforce as technology evolves.

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0% found this document useful (0 votes)
111 views28 pages

RPA - Module 2

The document outlines the core components of Robotic Process Automation (RPA) platforms, including the Recorder, Development Studio, Bot Runner, and Control Center, which facilitate automation of business processes. It discusses various RPA vendors like UiPath, Automation Anywhere, and Blue Prism, highlighting their features and market presence. Additionally, it addresses the future of automation, emphasizing the need for adaptation in education and the workforce as technology evolves.

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apoorvashetty82
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Robotic Process Automation Module-2 RPA Platforms 2 COMPONENTS OF R Any Robotics process automation platform provides some basic components, which together build the platform. ‘The following are the basic or core components of RPA: Recorder Development Studio Plugin/Extension Bot Runner Control Center: emecane Recorder ‘+ The recorder is the part of the development studio that developers use to configure the Robots. Robotic Process Automation ‘© Its like the macro recorder in Excel, the bot recorder in any platform, records steps. ‘© Itrecords mouse and keyboard movements on the Ul and this recording can be replayed to do the same steps again and again. © This enables rapid automation. This component has played a very big role in the popularity of RPA. Development studio + The development studio is used by developers to create Robot configuration or train the Robots. ‘+ Using the development studio, a set of instructions and decision-making logic is coded for Robots to execute, ‘* Some platforms provide flow-charting capabilities such as Visio, so it becomes very easy to plot steps ina process, whereas some other platforms require coding. ‘* Inmost studios, in order to do commercial development, developers need to have a fair amount of knowledge of programming, Example, loops, ifelse, variable assignment, and so on. Extensions and plugins ‘© Most platforms offer many plugins and extensions to ease the development and running of bots. ‘© In many applications, such as Java SAP, it is not easy to individually identify controls of the UI through traditional techniques. ‘+ RPA vendors have developed plugins and extensions to help with these issues. Bot runner is is also referred to as the Robot, other components make it run. Control center ‘© The objective of the control room is to provide Robot management capabilities ‘It monitors and controls a Robot's operation in a network. Robotic Process Automation ‘+ It-can be used to start/stop Robots, make schedules for them, maintain and publish code, redeploy Robots to different tasks, and manage licenses and credentials, 2.2 RPA Platforms ‘* RPA vendor market has been showing continual and steady growth. ‘* While the largest market is the US, followed by the UK, the market in Asia Pacific Countries(APAC) is also showing considerable progress. Successful pilot projects and increased customer satisfaction among the early adopters of RPA will encourage new players to adopt this technology ‘* There is growing demand for RPA, especially in industries that need large scale deployments ‘© The major markets for RPA are banking and finance, healthcare and pharmaceuticals, telecom and media, and retail. LAutomation Anywhere Automation Anywhere helps to automate business processes for companies. They focus on RPA, cognitive data (machine learning and natural language processing), and business analytics. Their bots are capable of handling both structured as well as unstructured data. ‘The system has three basic components: 1. A development client for the creation of a bot 2. A runtime environment for the deployment of a bot 3. A centralized command system for handling multiple bots, analyzing their performance: 2.UiPath ‘+ UiPath is an RPA technology vendor who designs and delivers software that helps automate businesses. «The RPA platform consists of three parts: ->UiPath Studio to design the processes ->UiPath Robot to automate tasks designed in UiPath Studio ->UiPath Orchestrator to run and manage the processes Blue Prism ‘* Blue Prism aims to provide automation that enterprises can use according to their needs. Robotic Process Automation ‘Blue Prism aims to do this by providing automation that is scalable, configurable, and centrally managed. It sells its software through its partners, some of which are Accenture, Capgemini, Deloitte, Digital Workforce Nordic, HPE, HCL, IBM, TCS, Tech Mahindra, Thoughtonomy, and Wipro 4, WorkFusion ‘© Work Fusion offers automation that is based on RPA and machine learning It delivers software as a solution for automating high volume data. © Work Fusion enables man and machine to work in tandem while managing, optimizing, ‘or automating tasks. S Thoughtonomy ‘© Thoughtonomy delivers software that helps automate business and IT processes. ¢ Ituses Blue Prism and other automation software and customizes it & KOFAX Kofax's RPA platform is capable of automating and delivering processes that are repetitive and rule-based. ‘* Ituses Robots for extracting and consolidating information. ‘© The software platform consists of a management console to deploy and manage bots, Robot performance, and a monitoring system. ‘© This software can also group together high priority tasks that should be completed first by the Robot during times of high workload. Kofax's software, however, doesn't have machine learning. Robotic Process Automation UiPath Blue Prism WorkFusion | Thoughtonomy | KOFAX HQ Bucharest, Romania | United Kingdom New York, | Condon, UK Trine, USA California Est 2001 2011 2013 CEO Daniel Dines ‘Alastair Bathgate Max Terry Walby Paul Rooke Yangkelivich, Andrew Volkov Key ‘Atos, AXA, BBC, | BNY Mellon, RWE | Thomson ‘Atos, Fujitsu, CGI, | Arrow Clients | Capgemini, power, and | Reuters, Unite BT, and | Electronics, CenturyLink, Telefonica 02 Infogroup, Citi, | Business Systems | Delta Dental of Cognizant, and Standard Colorado, Pitt Middlesea, Bank Ohio, Audi OpusCapita, and SAP. Source of | North America, | More than half of its | North America | Around 70% of | North America revenue | Continental Europe, | revenue source comes | provides more | revenue comes | accounts for by region | the UK, and APAC | from the UK, followed | than 80% of | solely from the | almost half of by North America, | Work Fusion’s | UK. The rest | its Continental Europe, | revenue,followe | comes from | revenue, and APAC d by Europe, | Continental followed by APAC, — and | Europe, North | Continental MEA. America, APAC, | Europe, APAC, and LATAM (Latin America) Source of | BFSI, healthcare, [BFSI, health, and] Around 90% of | A major part of ts | BFSIretall, revenue | telocom and pharmaceuticals, retail | its revenue | revenue comes | consumer, by ‘media, andretail | and consumer, telecom | comes from the | fom third party | travel, industry and media, | BFSI sector, | clients, followed by | transportation, manufacturing, public | followed bythe | BSI, public | public sector, sector, travel, and retail and sector, telecom, | manufacturing, transportation consumer healthcare, retail, | and healthcare sectors and consumer sectors Robotic Process Automation 2.3 ABOUT Ui PATH UiPath is an RPA vendor that provides software to help organizations automate their business processes, The company aims to do away with repetitive and tedious tasks, allowing humans to engage in more creative and inspiring activities UiPath was founded by Daniel Dines, who is the CEO. It has offices in London, Bucharest, Tokyo, Paris, Singapore, Melbourne, Hong Kong, and Bangalore. With clients spread across the world, from North America to the United Kingdom, Continental Europe to Asia Pacific countries, the company has shown remarkable growth in the last year, both in terms of revenue and its workforce. Today, its software is being widely used to automate business processes. However, the IT sector is also gradually embracing UiPath's software. Major clients of UiPath in the industry include BFSI, Telecom and media, healthcare, retail and consumer, and manufacturing With UiPath automation software, one can configure software Robots to mimic human action on the user interface of computer systems, The basic components of the UiPath RPA . The components of the UiPath platform are UiPath Studio, UiPath Robot, and UiPath Orchestrator, see the following sections. 1 Uipath Studi UiPath Studio helps users with no coding skills to design Robotic processes in a vis interface. It isa flowchart-based modeling tool. Thus, automation is faster and more convenient, Multiple people can contribute to the same workflow. ‘The presence of a visual signal that points out errors in the model, and a recorder that performs what the user executes, make modeling much easier 2, UiPath Robot UiPath Robot runs the processes designed in UiPath Studio. Robotic Process Automation ‘* It works in both attended (working only on human trigger) and unattended environments (self-trigger and work on their own). ‘The following are types of Robots: Attended: It operates on the same workstation as a human to help the user accomplish daily tasks. It is usually triggered by user events. You cannot start a process from Orchestrator on these type of Robots, and they cannot run under a locked screen. Unattended: It can run unattended in virtual environments and can automate any number of processes. In addition to the Attended Robot's capabilities, this Robot is responsible for remote execution, monitoring, scheduling, and providing support for work queues. Free: It is similar to Unattended Robots, but can be used only for development and testing purposes, not in a production environment. 3.UiPath Orchestrator ‘© UiPath Orchestrator is a web-based platform that runs and manages Robots, * Itis capable of deploying multiple Robots, and monitoring and inspecting their activities. ‘© Orchestrator's main capabilities: -It helps in creating and maintaining the connection between Robots -It ensures the correct delivery of the packages to Robots It helps in managing the queues -It helps in keeping track of the Robot identification ‘¢ It stores and indexes the logs to SQL or Elastiesearch ‘© Behind the scenes, Orchestrator Server uses: -IIS Server “SQL Server -Elasticsearch -Kibana 2.4 THE FUTURE OF AUTOMATION ‘© The buzzword today is the Fourth Industrial Revolution-the current age where technology is embedded within societies and even the human body-be it Robotics, 3D printing, nanotechnology, Internet of Things, or autonomous vehicles. This will fundamentally change the way we live, work, and interact with one another Robotic Process Automation ‘Technological innovation has reached a stage where machines have now entered the realm of what was once considered exclusively human. For these reasons, there is a wide section of people who fear this age of Robots ‘There are various advantages of automation today; there are also fears surrounding its advancement, which are not completely unfounded. This time automation is capable of impacting a wide range of disciplines. Thus, unlike in the past where only blue collar jobs were at risk of being replaced by machines, this time even white collar jobs are believed to be at risk. While this is not untrue, reports suggest that only around 5% of the total jobs may be totally replaced by automation. For other jobs, automation will only replace a part of the job and not completely take over. ‘There are, of course, those jobs in the 5% category that run the risk of being completely automated. These are the jobs that are routine, repetitive, and predictable. A few Examples: telemarketing, data entry operation, clerical work, retail sales, cashiers, toll booth operators, and fast food jobs. However, like in the past, people should be able to find a way to adapt to the changes. With each generation, humans become smarter, more adaptable to change, and also progressive, Also, with automation mostly taking over routine and tedious tasks, humans are provided the opportunity to make better use of their capabilities-be it reasoning, emotional intelligence, or their creativity ‘What we can do is not fret over the inevitable rather prepare for it. One way of doing so is to start changing the pattern of education, The next generation should be taught how to recognize and adapt to changes quickly. An important aspect of their education should be to learn how to learn. Robotic Process Automation 2.5 RECORD AND PLAY ‘The facility of recording user steps on a computer and playing them back has made Robotic Process Automation (RPA) highly successful. UiPath stack There are three basic components in UiPath: 1. UiPath Studio 2. UiPath Robot 3. UiPath Orchestrator ‘The UiPath platform is available in two variations: 1, Enterprise Edition: This edition is suitable for large companies starting their RPA projects and looking to scale their Robot deployments in the future. It is integrated with UiPath Orchestrator (we will discuss UiPath Orchestrator later). This version can be updated by visiting the UiPath website and by downloading the newest version of the UiPath platform installer. Running the installer automatically replaces all the old files without modifying any of your settings 2. Community Edition: This is suitable for individual developers and s nall organizations with fewer employees. The Community Edition is always up-to date, and it automatically updates ble itself as soon as a new version is av © The Community Edition can be used to learn UiPath free of cost. UiPath Studio UiPath Studio is the development environment of UiPath. It is the primary tool to develop UiPath Robots. ‘It can be used to configure steps of a task or launch a full recorder to record a sequence of steps. The recording facility in the Studio is a game-changing feature for RPA tools ‘Its simplicity lets even nontechnical business users designrecord steps of a process. This studio lets the user configure Robots, that is, develop steps to perform tasks visually. Robotic Process Automation © Most of the configuration and coding in UiPath is visual. By using the drag-drop facility from the toolbox, you may write a whole sequence of workflows to perform a set of tasks by Robots. ‘© These steps look like a data flow diagram and are very easy to understand. It is one of the simplest visual flow diagramming. The studio gives the same look and feel as a workflow. The designer. + Anactivity or action includes clicking a button, writing and reading a file, and so on, 2.6 DOWNLOADING AND I ‘UiPath Community Edition is free to use in academia, nonprofits, and small businesses ALLING UIPATH STUDIO The UiPath Community Edition has the following features: Auto update No server integration Community forum for support Online self learning No complex installation required Online activation is mandatory To get your Community Edition of UiPath Studio, type the following link in your Browser: ttps://www.uipath.com/Community. 4. A Community Edition page opens. Click on Get Community Edition Robotic Process Automation 2. On the next page, you must register yourself in order to download the Community Edition. So, use the correct details and remember them because the same email will be used to activate the software, ill in the following details: First Name*, Last Name*, and Email*. Filling in the ‘Twitter User field is not mandatory, but it is good to provide it: ---Click on REQUEST COMMUNITY EDITION, 3. You will be directed to a page that requests you to check your email for downloading the link. Click on the link to download UiPath Studio. You may also directly download UiPath Studio, Just click on the word here in download it. 4. Once the download is complete, open the downloaded file, UiPathtsudioSetup. Exe The installation will then begin. Once the installation is complete, a welcome message will be displayed. Click on the Start Free option. 6. Then, as requested, enter your Email Address once again and click on Activate. Please remember to use the same email ID that you used to download the software. This email ID will be bound to the computer. The activation will happen online. An offline activation option is not available for the Community Edition, 7. A message will then be displayed on the screen informing you of the successful installation, Close this window. For more convenient use, you can pin it to your taskbar immediately; otherwise, you may have to unnecessarily search for UiPath.Exe in your computer every time you wish to use it ‘Your UiPath Studio is now ready for us 2.7 LEARNING Ui PATH STUDIO ‘The UiPath Studio platform helps to design Robotic processes with a visual interfa ‘* Automation in UiPath Studio requires no or very little prior programming knowledge. It is a Flowchart-based modeling tool. ‘Thus, automation is faster and more convenient, Robotic Process Automation Projects ‘The main types of project supported by UiPath Studio are as follows: Sequence: This is suitable for simple actions or tasks. It enables you to go from one activity to another, without interfering with your project. -It consists of various activities. ~Creating sequences is also useful for debugging purposes. -One activity froma particular sequence can easily be tracked. ~The Basic type of project can be started using the Blank option in the start tab and then adding, the sequence in the diagram from the toolbox. Flowchart: This is suitable for dealing with more complex projects. -It enables you to integrate decisions and connect activities, To start this kind of project, choose the Flowchart - Simple Process option from the new project menu. Assistant: This is suitable for developing attended or Front Office Robots: sometimes these Robots are called assistants. To start this kind of project, choose the Assistant - Agent Process Improvement option from the new project menu, State machine: This is suitable for very large projects that use a finite number of states in their execution, triggered by a condition. -To start this kind of project, choose the Process - Transaction Business Process option ftom the new project menu ‘© However, if'you click on the New option in the DESIGN tab, you only get three options Sequence Flowehart State Machine ‘The preceding options selected from the DESIGN tab's New menu become part of an existing project and are referred to as a diagram. Robotic Process Automation THE USER INTERFACE > When you first open UiPath Studio, you are directed to the page. > You can either open an old project or create a new one. Let us say we are making a new project. > We click on Blank and name it. We will then be directed to a sereen, which will display the following: 1. The Ribbon 2. Quick Access Toolbar 3. Designer panel 4, Properties panel 5. Outline panel 6. Arguments panel 7. Variable panel 8. Import panel 9. Activity panel 10. Library panel 11. Project panel 12, Output panel 1. The Ribbon > This panel located at the top of the user interface and consists of four tabs: Robotic Process Automation 1. START: This is 2. DESIGN: This is to create new sequence used to start new proj ously made ts or to open projects pre' , Flowcharts, or state machines, or to manage variables: 3, EXECUTE: This is used to run projects or to stop them, and also to debug Projects 4, SETUP: This panel is for deployment and configuration options; it has three tools, availabl -Publish: This is used to publish a project or create a shortcut for it and schedule tasks -Setup Extensions: This is used to install extensions for Chrome, Firefox, Java, and Silver light -Reset Settings: This is used to reset all settings to defaults: 2. The Quick Access Toolbar > This panel gives the user a shortcut to the most used commands. v One can also add new commands to this panel. This is located above the Ribbon on the user interface. > The Quick Access Toolbar has been circled in the following screenshot and is indicated by the arrow:can be moved above or below the Ribbon. By default, there are two buttons available,Save and Run, which are also available in the DESIGN tab of the Ribbon. 3.Designer panel > This is the panel where one defines the steps and activities of the projects. v It is where a developer does most of the things to record activities or manually drop activities on the canvas. > In UiPath, this is equivalent to the code windows of Microsoft Visual Studio, When we develop a Robot, this is the window where we will be organizing various activities in a flow or chain to accomplish a task. v ‘The project a user makes is clearly displayed on the Designer panel and the user has the option of making any changes to it. 4, Properties panel Robotic Process Automation > The panel located on the right-hand side of the user interface is for viewing the propertis of the activities and for making any changes, ifrequired. > You need to select an activity first and then go to the Properties panel to view or change any of its properties 5. Activities panel > Located on the left-hand side of the user interface, this panel contains all the activities that can be used in building the project. > The activities can easily be used in making a project by simply dragging and dropping the required activity into the required location in the Designer pane. 6. Project panel > With the Projeet panel, you can view the details of your current project and open it ina Windows Explorer window. > Itis located on the extreme left-hand side of the design panel,below the Library panel 7.Outline panel > Asthe name suggests, this panel gives a basic outline of the project. v ‘The activities that make up the workflow are visible in this panel. > Using this, you may see a high-level outline of the project and you can drill down to see deeper. v ‘This panel is especially helpful of large automation projects, where one may otherwise have a tough time going through it 8. Output panel > This panel displays the output of the log message or writes line activities. It also displays the output during the debugging process > This panel also shows errors, warnings, information, and traces of the executed project. It is very helpful during debugging. The desired level of detail can be changed in Execute | Options | Log activities Robotic Process Automation 9. Library panel With this panel, you can reuse automation snippets. It is located on the extreme left-hand side of the Designer panel: 10. Variable panel > > This allows the user to create variables and make changes to them. This is located below the Designer panel In UiPath Studio, variables are used to store multiple types of data ranging from words, numbers, arrays, dates, times, and timetables. As the name suggests, the value ofthe variable ean be changed. ‘An important point to note is that variables can only be created if there is an activity in the Designer panel. To create new variables, you can go to the DESIGN tab on the Ribbon and click on create variable, and then choose the type of variable. Otherwise, one can simply go to the Variable panel located below the Designer panel and create a variable. Areument > While variables pass data from one activity to another in a project, arguments are used for passing data from one project to another > Like variables, they can be of various types-String, Integer, Boolean, Array, Generic, and so on. v Since arguments are used to transfer data between different workflows, they also have an added property of direction. There are four types of direction: In Out In/Out Property ‘These depend on whether we are giving or receiving data to or from another workflow 2.8 TASK RECORDER ‘The task recorder is the main reason for RPA‘ success. Robotic Process Automation > With the task recorder, we can create a basic framework for automation. The user's actions on the screen are recorded by the recorder and turned into a recording sequence in the current project. > That's how Robots are able to mimic human actions. > The recording is collection of execution steps that has to be taken, on the applications in the scope, in order to accomplish a task. > These steps can be recorded one by one (manually) by pointing it on the screen or many steps in a go that is, automatically. ‘There are four types of recording in UiPath Studio: Basic Desktop Web Citrix Basic recorder: Basic recorder is used to record activities on the desktop. This ype of recorder is used for single activities and simple workflows. The action here is self-contained and not contained in separate windows. Desktop recorder: The desktop recorder, like the basic recorder, is used to record activities on the desktop. However, it is used to record and automate multiple actions and complex workflows. Each activity here is contained in an Attach Window component ~The Attach Window component is especially important to ensure that other windows of the same application do not interfere in the workflow. Web recorder: The web recorder, as the name suggests, is used to record actions on web applications and browsers. Citrix recorder: Citrix is used to record virtual machines, VNC, and Citrix environments. This recording allows only keyboard, text, and image automation, > Some actions are recordable while others are not: Recordable actions: Lefi-click on buttons, check boxes, drop-down lists, and other GUI elements. Text typing is also recordable. Robotic Process Automation Actions that cannot be recorded: Keyboard shortcuts, mouse hover, right-click. Modifier keys such as Ctrl and Alt cannot be recorded. > ‘There are two types of recording: > Automatic recording: This is for recording multiple actions in one go. This is a very good feature for preparing a solid foundation for automating a task. It can be invoked with the Record icon available in basic, desktop, and web recorders. Example, hotkeys, rightclick,double-click, and a few more. v Manual recording: This type of recording is used to record each step one at a time and hence offers more control over the recording v Also, it can record all actions that cannot be recorded using automatic recording such as keyboard shortcuts, mouse hover, right-click, modifier keys, such as Cir! and Alt, finding text from apps, and many other activities. > Citrix recorder can only record a single action (manual recording). Shortcut keys: F2 key: This pauses the recording for 3 seconds, The countdown menu is also shown on the screen. Right-click: Exits the recording. Esc key: Exits the recording. Ifone presses the Esc key again, then the recording will be saved, Recordings ‘The functions of these recordings. The operations that can be completed with the help of recording are as follows: ‘© Click (clicking a UI element: button, image, or icon) ‘© Type (typing any value into the available text field) © Copy and paste Basic Recorder Recording. For example; Start App, Click, Type, Copy, and so on. Robotic Process Automation @PSTH =. Record Start Click Type Copy Element Tot Image ere Fe ee Te ee Wieards Actions v Start App: This is used to start an application. When we left-click on this option, we are asked to point to an application that we want to open. When we are done, we can click on the Save & Exit option. > Click: Another option is Cliek, which is used to click on a UL element. This feature is used as a mouse input. That is, it is used for clicking, checking, or selecting an item. ‘When we click on this option, we are asked to indicate the location of the UI element we ‘want to click. We can change the type of click to right-click or double-click in the Click ‘Type property from the Properties panel. ‘Type: Another option shown in the recording panel is Type. As the name suggests, itis v used for typing something inside the indicated element. All you need to do is to indicate the area where you want to type. Then, you need to type your input in the popup that appears for typing > After you are done typing, do not forget to press the Enter key. When the Enter key is pressed, the step is recorded. > You can then click on Save & Exit to view the recording sequence. v ‘The recording sequence is shown in the following screenshot. You can change the text you have written (by changing the value of the Type in the block). You can write the desired text in double quotes (*“), or you can simply use a variable to store the data > There are UI three more options in the recording panel: Element Text Image Robotic Process Automation Advanced UI interactions Advanced UI interactions are input and output interactions. In other words, it refers to the types of input methods and output techniques that are used while automating, Input methods ‘The input that we give in the form of text can be of three types: 1, Default 2. Simulate 3. Window message Default is the generated method, while the other two are available in the Properties panel. -The other two methods work in the background, Out of these three methods, the simulate type is the fastest method and is mostly preferred because in the window message input type, it types only the lowercase characters. Output methods ‘These are the methods we use for getting our output, which can be in the form of text or images. The available methods are: Native Full text ocr Native is, by default, the generated method to extract data from the window. When you indicate to any element, the scraping window appears, and here all of the options can be found, In OCR, there are two types of OCR engine: One is Google OCR and the other is Microsoft OCR. We can choose whichever displays better results. Also, we can adjust the scale mentioned in the properties of the OCR. Step-by-step examples using the recorder We will illustrate two examples of using the UiPath recorder: 1. Emptying the trash folder in Gmail (web-based application) 2. Emptying Recycle Bin (Windows based aplication) ‘The first one is to show a recording of a web-based application, and the second is Windows based. Robotic Process Automation 1 Emptying trash in Gma > This is an example of how we can empty a folder in Gmail with the help of a UiPath Robot, solely on the basis of recording ¥ To do this, we are going to record all the actions that have to be performed to empty this ‘Trash folder so that our Robot understands the sequence to be performed. > The process flow of this simple activity in the following diagram: pen Browser Process flow for emptying Gmail trash > First and foremost, we begin with a blank project in UiPath Studio and then choose Web recorder from the Recording drop-down list: Robotic Process Automation v DESIGN DAP *s New Run sae, ee | mee = con pane D Activities D vesktop f 2 = HO we n flowchart Ctr To click on the Recording option and select the type of recording. We will use Web recording for this process since we are working on a website. Just click on the Recording icon at the top of the page. From the four types of recording that appear, choose Web recording. A Web Recording panel will appear, as shown in the above screenshot. Notice Open Browser between Record and Click; this is available with web recorder to record steps in browser-based applications. Preparation: Open your favourite browser, navigate to htips://gmail.com, and keep this browser open. ‘The following are the six steps in our process flow: 1 Open Browser: Although we have already opened Gmail in the browser, we did not record that step. Here, we will note that step in the recorder using the Open Browser button in the recorder. A drop-down menu will appear. Again, choose Open Browser from the drop-down menu. It will ask to highlight the browser, highlight the already ‘opened browser and click on the top of the browser: Go to gmail.com: You will be prompted to enter the URL of the website to navigate to. ‘Type https://email.comor gmail.com and press OK: Robotic Process Automation URL gmail.cor| 3. Sign Im: Start recording by clicking on the Record icon of the recording panel. Go to the already open Gmail and click on the Email or Phone field. UiPath will pop up a prompt for typing the email: > ‘Type Email in the box provided by the UiPath recorder and press Enter. The Gmail textbox will automatically fill up with your typed content, Click on the NEXT button of the Gmail interface; it will also get recorded. v Now, you have recorded an entry in the password field. For simplicity, you may the password in the prompt provided by UiPath. Type your password in the text field of the popup that appears. v ‘Then, click NEXT to log in to your account, Clicking on the NEXT button will also get recorded. 4, Locate Trash Folder: In this step, we have to click on the search box of Gmail and type in:trash in the UiPath prompt and hit Enter: Robotic Process Automation v v v 7 Google ‘ype me aoswoa ve Gmail c rah Bre Inbox by Gmai Gooate break in {ype pasewore Z empry nett ‘Andy rom Googie | tress ener when you ore done Now, click on the Search button beside the search box. It will also get recorded automatically and the Trash folder will appear. Click on Empty Trash now: Once you are done with clicking on the Trash action, You can see a link showing Empty Trash now. Hover mouse on this link and it will get highlighted, click on it to delete all the messages in the Trash folder: Confirm: When you click on Empty Trash now. a confirmation dialog will appear asking your permission for the action, Just confirm your action by clicking on the OK button In the indicate anchor wizard, we have to indicate the adjacent button, that is, the Caneel button, so that the recorder will identify that the button is adjacent to Caneel. Now recording is complete, press Esc to get to the recording dialog. Click on the Save & Exit button. Then, in UiPath Studio, you can s recording sequence in the Designer panel. Now run it by pressing the; F5 ke it should perform the same task again. You have created your first Robot, which empties trash from your Gmail! Robotic Process Automation 2.Emptying Recycle Bin We are going to automate emptying the Recycle Bin. There are various steps that are involved. Let's map the process of how to empty the Recycle Bin: Start Go To Desktop i Open Recycle Bin | >| Click on Manage |—»| Gok on Empty Recycle Bin [>| Confirm i Close the window End This diagram is simpler and more detailed than in the Emptying trash in Gmail example; we need to do exactly the same steps in order to perform this task > Open UiPath Studio and choose a blank project. > Since we are working in the recorder, and since we are working on the desktop and not a web application, we are required to choose the desktop recorder: Start the recorder and simply perform the following steps: 1. Go to the desktop by pressing the Windows + D keys Open Recycle Bin by clicking on Recycle Bin and then pressing Enter key Click on the Manage tab of the Recycle Bin folder. Click on the Empty Recyele Bin button. Confirm by clicking on the Yes button in the dialog box. Close the Recycle Bin folder by pressing the eross button NaAweRYeD Press the Esc key and Save & Exit the recorder. Robotic Process Automation {ow your recording 1. Go to the desktop by pressing Windows + D keys: This step is not recorded! Never mind, it is not needed. Please note that the recorded steps attach themselves to an application, and execute commands for that application, so the next step (Open Recycle Bin) will be executed on the desktop whether you are there o not. 2. Open Recycle Bin by clicking on Recycle Bin and then pressing the Enter key-We can see the recorded step in the following screenshot: » G1 Attach Window ‘ProaramMa Proaman’ Desktop a “Recycle Bi > selecting the Recycle Bin is recorded, not the Enfer key. We should manually add that step. Search for Send hot key in the Activities window and insert it into the workflow just below the Select item ‘list Desktop! step, as shown in the following screenshot: > Send hotkey a Robotic Process Automation > Click on the Manage tab of the Recycle Bin folder: This is recorded as it is and so is the fourth step, click on the Empty Reeyele Bin button: Up Click ‘page tab Manage" A | ReqcieBintesis recvcewn = = US Click ‘push burton” ro. 4, confirming by clicking on the Yes button on the dialog box is also recorded Smoothly: Delete Multiple items De a TS. Click ‘Button a Robotic Process Automation In the last step, closing the Recycle Bin folder by pressing the eross button, you may have to indicate an anchor. Save it and press F5 to run it. You sce how easy it is to record steps taken on ‘a. computer and automate them.

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