UiPath: Robotic Process Automation (RPA)

Introduction

• About the course
• About me
• Why UiPath?
• Who can use the free version of UiPath?
• Demo: Build a simple software robot
• Where to go for fast technical assistance
• A note on the RPA Tech Primer

1. Community Edition Installation (Windows)

• Install UiPath Studio
• Install important packages
• Examine the installed activities
• Set up browsers
• Renewing a community edition license

2. Orientation

• UIPath orientation
• Create new projects
• Open and copy existing projects
• Project and tool windows tour

3. Basic UiPath Skills

• Basic UIPath skills overview
• Quick tour of all activities
• Sequences and flowcharts
• Display a message box
• Logging to the output window
• Open and read a text file
• Use a loop to repeat work
• Send email

4. Debugging

• Run in debug mode
• Set a break point and debug line by line

5. Using Variables to Handle Data

• Variables
• Using the Variables pane
• Browsing for special variable types
• Using the Assign activity
• Variables as the output of activities
• Variable scope

6. Script Control Flow

• If/else: Making a choice
• Flowchart decision diamond
• Switch: Handling many choices
• Flow switch

7. Handling Errors

• Try/catch intro: Catch an exception
• Create and throw a new exception

8. Control Your Robots with Orchestrator

• Orchestrator overview
• Create an Orchestrator account
• Login, setup, and tour of the UI
• Connecting a robot
• Create environment and associate the robot
• Publish a package
• Create a process from the package
• Run an attended robot and examine logs
• Fix the robot and republish
• Schedule and run an unattended robot
• Assets: Overview and creation
• Assets: Consuming from a robot
• Robot-level input parameters
• Pause an attended robot (version 2018.4+)

9. Web Browser Automation Basics

• Create the assets and project
• Retrieve the assets
• Open and close the browser
• Log in and log out
• Perform a search
• Enabling pop-up windows

10. Reusable/Shareable Workflows

• Workflow overview
• Create a reusable/shareable workflow
• Pass data into a reusable workflow
• Get data out of a reusable workflow
• Extract a workflow

11. Data Tables

• Introduction to data tables
• Tour of data table activities
• Create a data table
• Edit data table columns (version 2018.3+)
• Add data table rows
• Loop through the rows of a data table
• Query the table
• Difficult: Delete a data table row

12. Excel Automation Basics

• About worksheets
• Excel/worksheet activity overview
• Read worksheet into a data table
• Write data table into a worksheet
• Append data table into a worksheet
• Read and write worksheet cell data
• Read range, transform table, and write range

13. Mainframe Automation Basics

• Mainframe intro
• Mainframe automation