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Learning Robotic Process Automation
Learning Robotic Process Automation

Learning Robotic Process Automation: Create Software robots and automate business processes with the leading RPA tool – UiPath

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Learning Robotic Process Automation

Record and Play

The facility of recording user steps on a computer and playing them back has made Robotic Process Automation (RPA) highly successful. Without this feature, the adoption of the technology might have been very slow and it would have been seen as another automation/scripting tool.

In the previous chapter, we gained a basic understanding of Robotic process automation. In this chapter, we will see how to use the recorder as the first step of automation in our journey. Before that, let us understand the UiPath tool and learn how to install it (you can only use the recorder after installing it). We will cover:

  • The UiPath stack and components of the platform.
  • How to download and install UiPath components.
  • Understanding the Project Studio in detail. The Project Studio is the place where developers spend most of their time configuring the Robots.
  • The recorder, with two...

UiPath stack

In order to make the UiPath platform fully operational at an enterprise level, there are various components that need to be in place. 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 small organizations with fewer employees. The Community...

Downloading and installing UiPath Studio

To learn UiPath, you need the software. Fortunately, UiPath has provided multiple options to learn and use the platform. You may get a free trial for 60 days, which is the fully working Enterprise Edition, or you may opt for the Community Edition, which is free for learning purposes. Commercial use, however, is not allowed.

For commercial use, you need to buy licences from UiPath. To buy licences, please contact sales@UiPath.com. You can also contact me if you face any difficulty in obtaining commercial licences.

UiPath Community Edition is free to use in academia, nonprofits, and small businesses with an annual turnover of less than $1 million or 250 workstations. (This may change over time, so please check license agreements at the time of downloading).

The UiPath Community Edition has the following features:

  • Auto update
  • No server integration...

Learning UiPath Studio

The UiPath Studio platform helps to design Robotic processes with a visual interface. 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. The presence of a visual signal that points out errors in the model, along with the recorder, which performs what users execute, makes modeling much easier.

We will study UiPath Studio in detail now. First and foremost, let us understand the types of project available and which should be used when.

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...

Task recorder

The task recorder is the main reason for RPA's success. 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

We will talk about them later. The user can modify the recorded sequence even after the recording is over. This is especially helpful in cases where small changes have to be made to the recording sequence. The option to...

Step-by-step examples using the recorder

In this section, we will illustrate two examples of using the UiPath recorder:

  1. Emptying the trash folder in Gmail
  2. Emptying Recycle Bin

The first one is to show a recording of a web-based application, and the second is Windows-based. These are very simple examples, and show how a simple task can be automated quickly.

Emptying trash in Gmail

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.

We can see the process flow of this simple activity in the...

Summary

In this chapter, we have learned about components of the UiPath platform and their functions. In the next chapter, readers will examine the project that we generated with the recorder, explain the structure of the program flow (workflow), and understand the use of sequences and the nesting of activities. Readers will learn how to use the building blocks of a workflow Flowchart and control flow (looping and decision making).

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Key benefits

  • A beginner's guide to learn Robotic Process Automation and its impact on the modern world
  • Design, test, and perform enterprise automation task with UiPath
  • Create Automation apps and deploy them to all the computers in your department

Description

Robotic Process Automation (RPA) enables automating business processes using software robots. Software robots interpret, trigger responses, and communicate with other systems just like humans do. Robotic processes and intelligent automation tools can help businesses improve the effectiveness of services faster and at a lower cost than current methods. This book is the perfect start to your automation journey, with a special focus on one of the most popular RPA tools: UiPath. Learning Robotic Process Automation takes you on a journey from understanding the basics of RPA to advanced implementation techniques. You will become familiar with the UiPath interface and learn about its workflow. Once you are familiar with the environment, we will get hands-on with automating applications such as Excel, SAP, Windows and web applications, screen and web scraping, working with user events, and we'll cover exceptions and debugging. By the end of the book, you'll not only be able to build your first software robot, but you'll also wire it up to perform various automation tasks with the help of best practices for robot deployment.

Who is this book for?

If you would like to pursue a career in Robotic Process Automation or improve the efficiency of your businesses by automating common tasks, then this book is perfect for you. Prior programming knowledge of either Visual Basic or C# will be useful.

What you will learn

  • Understand RPA
  • Learn UiPath programming techniques to deploy robot configurations
  • Explore various data extraction techniques
  • Learn about integrations with various popular applications such as SAP and MS Office
  • Debug a programmed robot including logging and exception handling
  • Maintain code version and source control
  • Deploy and control Bots with UiPath Orchestrator

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Mar 28, 2018
Length: 360 pages
Edition : 1st
Language : English
ISBN-13 : 9781788396516
Vendor :
UiPath
Tools :

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Product Details

Publication date : Mar 28, 2018
Length: 360 pages
Edition : 1st
Language : English
ISBN-13 : 9781788396516
Vendor :
UiPath
Tools :

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Table of Contents

11 Chapters
What is Robotic Process Automation? Chevron down icon Chevron up icon
Record and Play Chevron down icon Chevron up icon
Sequence, Flowchart, and Control Flow Chevron down icon Chevron up icon
Data Manipulation Chevron down icon Chevron up icon
Taking Control of the Controls Chevron down icon Chevron up icon
Tame that Application with Plugins and Extensions Chevron down icon Chevron up icon
Handling User Events and Assistant Bots Chevron down icon Chevron up icon
Exception Handling, Debugging, and Logging Chevron down icon Chevron up icon
Managing and Maintaining the Code Chevron down icon Chevron up icon
Deploying and Maintaining the Bot Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Full star icon Full star icon Full star icon Half star icon Empty star icon 3.5
(19 Ratings)
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4 star 10.5%
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2 star 10.5%
1 star 26.3%
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7-BlackHawk- Dec 03, 2020
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Excellent product.
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Fernando 2393 Aug 23, 2018
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the book came to me in good condition recommended
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Amazon Customer Dec 20, 2018
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Very useful for myself and my grandson. Thank you so much
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Harshit Singh Feb 18, 2020
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Nice book for beginners, who want to start and want to understand what actually RPA is.Great explanation with screenshot.
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rajkaran reddy Mar 08, 2020
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It’s good book where you can learn from scratch
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