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Microsoft

Work with WinAutomation

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn about the global options that will help you keep your WinAutomation system running the way you want.
  • In this module, you will:

    • Examine configurations and options of WinAutomation.
    • Configure notification settings.
    • Take backup of the database file and restore it.
    • Create a concurrency policy.
    • Become familiar with global exception handling.
    • Sign out and connect with a Microsoft Power Automate account.
  • Module 2: Learn how to configure WinAutomation process properties.
  • In this module, you will:

    • Set the various configurations and options of WinAutomation processes.
    • Configure the security settings of a process.
    • Set what happens when a process is run interactively or automatically.
    • Set a concurrency policy for a process.
    • Configure error handling for a process.
    • Enable logging for a process.
  • Module 3: In this module, we will examine the ways in which users can automate tasks by performing them manually and recording the process.
  • In this module, you will:

    • Use the Macro Recorder to generate Actions automating local Windows UI-based tasks
    • Deploy the Web Recorder to automate interactions with a web browser
    • Preview and edit the automatically generated Actions during and after the recording
  • Module 4: Learn how to use conditional actions to configure a process to vary behavior at runtime-based information in the environment.
  • In this module, you will:

    • Use If conditionals
    • Deploy “Switch” conditionals in order to compare a single variable with multiple possible values
    • Explore additional options when evaluating conditions
    • Provide default and alternative behaviors for processes based on the environment data
  • Module 5: Learn how to use loops to repeat blocks of actions in a process.
  • In this module, you will:

    • Use simple loops to perform a given number of repetitions and iterate through data
    • Deploy loop conditions in order to repeat actions until a condition is met
    • Iterate through the items of a list using for each loops
    • Explicitly end loops when required
  • Module 6: In this module, we'll discuss how to create, access, edit and manipulate variables in WinAutomation.
  • In this module, you will:

    • Create, edit and manipulate variables.
    • Examine the variable pane and the variables manager.
    • Become familiar with all the variable data types and their properties.
    • Configure persistent and external variables.
  • Module 7: In this module, we'll discuss how to use controls and images through the WinAutomation repositories.
  • In this module, you will:

    • Create controls by using the Controls repository.
    • Capture images in the Images repository.
    • Create multiple selectors for a control.
    • Edit selectors.
  • Module 8: In this module, we'll discuss how to configure exception and error handling behavior.
  • In this module, you will:

    • Configure the exception handling properties of individual actions.
    • Set up exception blocks that will handle possible exceptions from groups of actions.
    • Configure the error handling properties of individual processes.
    • Apply global error handling properties that will come into effect when any process fails.

Syllabus

  • Module 1: Configure WinAutomation options
    • Introduction to WinAutomation options
    • Configure notification settings
    • Back up and restore the database file
    • Create a global concurrency policy
    • Set files to be treated as ASCII in FTP actions
    • Configure global error handling
    • Sign in with a Power Automate account
    • Check your knowledge
    • Summary
  • Module 2: Configuring process properties in WinAutomation
    • Configure properties for a WinAutomation process
    • Configure process security
    • Set what happens when a process is run interactively or automatically
    • Set a process concurrency policy
    • Configure process error handling
    • Logging Options in process properties
    • Check your knowledge
    • Summary
  • Module 3: Generate WinAutomation processes by recording
    • Introduction to Macro and Web Recorders
    • Recording actions
    • Web Recorder
    • Exercise - Use the Macro Recorder to Record Desktop Actions
    • Check your knowledge
    • Summary
  • Module 4: Adjust process behavior using conditional actions with WinAutomation
    • Introduction to conditional actions
    • Conditional actions
    • The If group of actions
    • Exercise - If group of actions
    • The Switch group of actions
    • Check your knowledge
    • Summary - Conditionals
  • Module 5: Automate repetitive tasks using loops in WinAutomation
    • Introduction to loops
    • Loop actions
    • Simple loop actions
    • For Each loop actions
    • Loop condition actions
    • Exercise - Loops
    • Check your knowledge
    • Summary
  • Module 6: Handle variables in WinAutomation
    • Introducing variables
    • Create, edit, and use variables
    • Variable data types
    • Advanced data types
    • Persistent and external variables
    • Manipulate variables in WinAutomation
    • Exercise - Create, access and manipulate variables
    • Check your knowledge
    • Summary
  • Module 7: Using repositories in WinAutomation
    • Introducing the controls and images repositories
    • Create controls using the Controls repository
    • Capture images in the Images repository
    • Edit selectors
    • Check your knowledge
    • Summary
  • Module 8: Configure exception and error handling in WinAutomation
    • Introduction
    • Levels of exception and error handling in WinAutomation
    • Levels 1 and 2 – Exception handling
    • Exercise – Exception handling
    • Levels 3 and 4 – Error handling
    • Exercise – Exception handling
    • Check your knowledge
    • Summary

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