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EIEIO / AUTOMATION & EMERGING TECHNOLOGY

UiPath Training

Course outline

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Duration

3-4 days

Robotic Process Automation Concepts

Goal: In this module, you will learn about various RPA concepts and RPA tools

Objectives: Upon completing this module, you should be able to:

  • Know about the concepts of RPA
  • Understand how Robotic Process Automation works.
  • Understand the RPA development methodology
  • Know about the RPA Solution Architecture Patterns
  • Handle exceptions
  • Understand the types of Bots
  • Know about various RPA tools and selection criteria

Topics:

  • Why to automate repetitive tasks/process
  • What is Robotic Process Automation?
  • Natural language processing and RPA
  • How Robotic Process Automation works
  • RPA development methodology and lifecycle
  • RPA Solution Architecture Patterns – Key Considerations
  • Input Data Handling Solution Pattern
  • Exception Handling
  • Transaction Logging
  • Credential Management
  • Secure Execution
  • Monitoring and Reporting
  • Types of Bots
  • List of Robotic Process Automation Tools

Hands-on/Demo/Use-case:

Use Case to perform a critical analysis of a situation that a company is facing w.r.t consumer loan applications processing. And to provide your suggestions to address the challenges being faced by this company

Overview of UiPath

Goal: In this module, you will learn about UiPath and its basic concepts

Objectives: After completing this module, you should be able to:

  • Understand what is UiPath and its platform components
  • Install UiPath Community Edition Software
  • Get an overview on the types of Projects in UiPath
  • Understand UiPath User Interface
  • Know different Automation Activity Packages
  • Work with workflow activities

Topics:

  • Introduction to UiPath
  • Types of Projects
  • Blank
  • Simple Process
  • Agent Process Improvement
  • Transactional Business Processes
  • User Interface
  • Ribbon
  • Activity Panel
  • Properties Panel
  • Configuration Panel
  • Output Terminal

Domains in Activities

  • UI Automation
  • User Events
  • Orchestrator
  • App Integration
  • System
  • Programming
  • Workflow
  • Workflow Files in UiPath
  • Sequence
  • Flowchart
  • State Machine

Hands-on/Demo/Use-case:

  • Setup and Configure UiPath Studio
  • Demo on how to use some of the key activities in UiPath
  • Use Case for building a solution workflow
  • Use Case for building a vending machine functional workflow (state machine)

UI Automation and System Activities

Goal: In this module, you will learn about UI Automation, System Activities, Properties, Variables, Output, Arguments,

Imports and their usage.

Objectives:

After completing this module, you should be able to:

  • Know what is UI Automation
  • Understand different System Activities
  • Configure Properties of Automated Tasks
  • Know about the Variables
  • View Output in UiPath
  • Understand Arguments
  • Import Packages for a Custom Use Case

Topics:

  • UI Automation

Element

  • Text
  • OCR
  • Image
  • Browser
  • Window
  • System
  • File
  • Clipboard
  • Application
  • Environment
  • PowerShell
  • Dialog
  • Properties
  • Variables
  • Managing Variables
  • Naming Best Practices
  • The Variables Panel
  • Types of Variables
  • Output
  • Arguments
  • Managing Arguments
  • Naming Best Practices
  • The Arguments Panel
  • Using Arguments
  • Import
  • About Imported Namespaces
  • Importing New Namespaces
  • Implement Text and Image Automation using UI Automation and OCR
  • Working with key UI Automation and System Activities
  • Set Properties for Activities
  • Using Variables and Arguments
  • Importing Namespaces
  • Use Case for building and leveraging a reusable workflow
  • Use Case for Text and Image Automation

Events, Recorder and Scraping

Goal: In this module, you will learn about User Events, Recorder and different Scraping Methods.

Recorder helps us to record the sequence of the task that we need to automate.

Scraping enables us to extract data from our browser, application or document to a database, .csv file or even Excel

spreadsheet

Objectives: After completing this module, you should be able to:

  • Understand User Events
  • Perform App Integration
  • Automate using Recorder in UiPath
  • Perform Scraping
  • Understand Selectors

Topics:

  • User Events
  • Element Trigger
  • Image Trigger
  • System Trigger
  • App Integration
  • Excel
  • CSV
  • Mail Automation
  • Recorder
  • Introduction to Recorder
  • Recording Types
  • Automatic Recording and Manual Recording
  • Example of Automatic Recording with Basic and Desktop
  • Example of Automatic Recording with Web
  • Manual Recording
  • Scraping
  • Screen Scraping
  • Data Scraping
  • Selector
  • About Selectors
  • Selectors with Wildcards
  • Full versus Partial Selectors
  • UiPath Explorer

Hands-on/Demo/Use-case:

  • Managing User Events
  • Automating Excel
  • Automate Data from Mail
  • Using Recorder
  • Scraping data from Screen
  • Scraping data from Web
  • Using Selectors
  • Use Case for Data Scraping from web
  • Use Case for working with data from Excel

Workflow, Citrix and Data Manipulation

Goal: In this module, you will learn about workflow, orchestrator, citrix and data manipulation

Objectives: After completing this module, you should be able to:

  • Understand Workflow
  • Understand Orchestrator
  • Perform Citrix Automation
  • Perform Data Manipulation
  • Perform PDF Automation

Topics:

  • Workflow
  • Control Flow
  • Flowcharts
  • State Machine
  • Checkpoint
  • Invoke
  • Orchestrator
  • Queues
  • Assets
  • Process
  • Citrix Automation
  • Introduction to Citrix Automation
  • Automating Virtual Environments using Citrix
  • Automating Text and Image in the Virtual Environment
  • Image to Text Conversion in Virtual Environment
  • Data Manipulation
  • PDF Automation
  • PDF Data Extraction and Automation

Hands-on/Demo/Use-case:

  • Designing Workflow
  • Using Citrix Automation
  • Data Manipulation
  • Data Extraction using PDF

Programming and Troubleshooting

Goal: In this module, you will learn about Programming in UiPath, organizing projects, debugging projects and handling

exceptions

Objectives: After completing this module, you should be able to:

  • Understand Programming Activity
  • Understand Project Organization
  • Perform Error Handling

Topics:

  • Programming
  • Collection
  • String
  • Data Table
  • Debug
  • Execute
  • GenricValue
  • Project Organization
  • Extract as Workflow
  • Workspace overview
  • How to model a complex automation process
  • Error Handling
  • Rethrow
  • Terminate Workflow
  • Throw
  • Try Catch

Hands-on/Demo/Use-case:

  • Using Programming Activity in UiPath
  • Automation using Data Tables
  • Organizing Complex Projects
  • Different ways of Error Handling
  • Use Case for manipulating data through collections and data tables

Orchestrator CE & Other RPA Tools

Goal: In this module, you will learn about Orchestrator CE and other top 5 RPA tools

Objectives: After completing this module, you should be able to:

  • Deep Dive into Orchestrator Community Edition
  • Know about different RPA tools and their trend

Topics:

  • Deep Dive into Orchestrator Community Edition
  • Know about different RPA tools and their trend

In-Class Project

Goal: In this module, you will do an in-class project based on all the concepts you have learned in the entire course

Objectives: After completing this module, you should be able to:

  • Work through an RPA project from development and testing perspective

Topic:

  • Customer Feedback Collection, Analysis and Reporting – A health fitness product company “HealthFit” manufactures wearable health fitness products. They launch their products at regular intervals and sell them through two major channels – an online e-commerce portal and brick-and-mortar retail stores across India. They constantly want to know how their customers are feeling about their products. The company wants to improve its products and Sales process based on the issues shared by their customers as well as by leveraging positive feedback.
  • Configurable: Use configuration file for initializing project level global input/config data
  • Modular: Design the solution by logically breaking the process in sub-flows and explore automating them independently (reusability)
  • Manage Exceptions: Handle business as well as application level exceptions
  • Coding Standard: Use coding practices consistently
  • Logging: Log operational messages and errors
  • Credentials: No hardcoding of sensitive data. Use Windows Credential Manager for credentials.
  • (Bonus) Deployment: In addition to running the robot in the desktop mode and getting the process completed, also deploy the process on Orchestrator to monitor and control the robot from a central place

Certification Project

Health Insurance Policy Renewal Reminders

A major insurance agency having many offices across the country needs to keep a track on health insurance policies of their customers. They need to send reminders to their customers well in advance for renewal of their policies. Sending reminders is a continuous process which involved policy data collection, due dates analysis and sending reminder emails. It is observed that many a times reminders are sent late and sometimes to wrong policy holders.

To improve the process for efficiency as well as accuracy, the agency wants to implement an RPA automation to interact with their internal applications and send reminders in a timely manner with no errors.

Using the following inputs, you are required to build this automation using UiPath software product and deploy the solution on Orchestrator so that the Robot(s) can be tasked and monitored from agency’s HQ.

Programme scope, delivery arrangements and suitability are confirmed during enquiry.