LESSON 1 – PROCESS MATURITY MODEL
- The Process Maturity Model path guides organizations toward automated business processes.
- Steps in the model include:
o Automation Pipeline
o Feasibility Analysis
o Complexity Assessment
o ROI Analysis
o Automation Design
LESSON 2 – AUTOMATION PIPELINE
- The Automation Pipeline helps in identifying and prioritizing processes eligible for automation.
- There are two phases in Automation Pipeline:
o Top-level Benefit Analysis
o Candidate Prioritization
- Process prioritization helps in identifying the best candidate for automation.
LESSON 3 – FEASIBILITY ANALYSIS
- Feasibility Analysis determines if a process in the automation pipeline is:
o Technically feasible
o Feasible within the estimated cost
o Going to be profitable
- Steps in the analysis include:
o Gathering the necessary resources
o Examining the process
o Understanding process logic
o Checking for elements that can prevent automation
o Checking for elements that need further testing
LESSON 4 – COMPLEXITY ASSESSMENT
- Complexity Assessment helps in determining the following factors:
o Development Effort
o Standardization of Effort
- Complexity Assessment is performed in the fourth stage of Process Maturity Model – Basic Complexity Analysis.
- The various prerequisites for Complexity Assessment include process, Complexity Calculator, Metric Definitions and Subject Matter Expert.
- The various metrics which help in Complexity Assessment are:
o Manual Hours (Monthly)
o Personnel Quantity (People)
o Technology Landscape
o Information Silos
o Process Steps
o Data Size (Records/Rows)
o Business Logic (Complexity)
o Deployment (Complexity)
o Standardize (Complexity)
LESSON 5 – ROI ANALYSIS
- Return on Investment (ROI) helps in analysing the returns that will be gained after investing in automation.
- Return on Investment or ROI analysis is performed in the fourth stage of Process Maturity Model – Construct Business Case.
- The following inputs are required to perform ROI Analysis:
o Save Manual Hours
o Improved Quality through Error Reduction
o Productivity Gain
o Business Agility
o Customer Satisfaction and Improved Brand
o Regulatory Compliance and Data Governance
o Estimated Cost of Solution
LESSON 6 – AUTOMATION DESIGN
- Automation design enables you to define the prerequisites, plans, workflows, and infrastructure in order to start the automation of business processes.
- Automation Anywhere must be installed properly on the development machine along with all applications and permissions necessary to complete the process.
- You must make a list of all variables names needed for all input and output fields.
- You need to create an output template formatted for the customer.
- You need to contact the necessary parties to ensure that the infrastructure is ready for deployment.
LESSON 1 – Recorders
- Recorders allow for the easiest way to create simple automation tasks.
- After recording a task using the Standard Recorder, changes can be made to it using the Task Editor.
- Recording and editing a task is much faster than creating the task manually using the Task Editor.
- There are two ways to start a new Recorder:
o Using the Record button
o Use the New button
- There are four main types of Recorders:
o Smart Recorder
o Screen Recorder
o Web Recorder
o Task Editor
LESSON 2 – Smart Recorder
- Smart Recorders work on object, co-ordinates, and image playback mode.
- It uses Object Identification criteria (In AA -> Binoculars (user can select the criteria and make changes as well) to identify the objects.
- Smart Recorders capture Window objects and controls such as:
o Text from drop-down menus, list boxes, buttons, and mouse click actions
o Status from radio buttons and check-boxes
- The components of Smart Recorders include:
o Select Window
LESSON 3 – Screen Recorder
- Screen Recorder is one of the three ways to create a Bot.
o Suits simple tasks involving mouse clicks and keyboard operations
o Requires to have the same OS and Screen Resolution
o Limits to static screens and simple desktops or Web applications
- Components of the Screen Recorders are:
- Saving a Task:
o Select a Directory
o Specify a Filename
o Select Save
LESSON 4 – Web Recorder
- Web Recorder enables automation of Internet-related task actions and features SMART Technology ideal for websites.
- It records based on a provided URL and extracts single data, pattern-based data, and tables.
- Web Recorder also navigates web controls, works as a browser-based tool, and supports IE 100%.
- The components of the Web Recorder include:
o URL, Extract Data, Extract Table, and Stop Recording.
LESSON 5 – Task Editor
- The Automation Anywhere Task Editor is a powerful component that contains hundreds of commands that you can use to create automated processes for your organization.
- It allows you to Add, Modify, or Delete any command along with the line of code that was created:
- The Task Actions List allows you to insert commands and the Actions buttons allow you to manipulate commands with the following actions:
- The Variable Manager allows you to add, modify, and copy variables within the automation tasks.
LESSON 6 – Variables
- Variables are storage locations for known or unknown information.
- Information in the variable may change, but the variable name will not.
- All required actions in a task can support the use of variables; these actions include:
o Selecting Windows.
o Opening Programs.
o Working with files, folders, keystrokes, spreadsheets, logical conditions, and loops.
- The components of Variables include the Variable Manager, which lists all Local Variables available within a particular task.
- There are two types of Variables:
o Value – Holds a single value
o List – Holds multiple values in a single dimension
o Array – Holds multiple values in a table of rows and columns
o Random – Generates a random string or random number.
o Prompt-Assignment – Temporary value type variable.
o My-list-variable : Temporary list type variable
o System Variables – Displays all of the predefined System Variables/constants in Variable Manager | Show System Variables
- The actions of the Variable Manager include:
o Copy/Copy All/Paste
- The components of Default Variables include:
- User Variables are useful when assigning a value to an existing variable that has been previously defined
- Values can be comprise variables, mathematical expressions, or something as specific as a path or an address.
LESSON 7 – Command Library
- The Command Library interface consists of numerous commands that are used to record and run various automation tasks.
- To record and run a specific task, select the required command or drag and drop it from the Task Editor pane onto the Task Actions list, where you can record and run the task.
LESSON 8- Loop Command
- The Loop Command is used to create loop structures in your automation task to automate repetitive tasks.
- The Loop Command contains a series of commands that are executed repeatedly until a specific condition is met.
- It allows any number of records to be automated – one at a time; and possesses a Start Loop and End Loop command.
- Following are the various components of the Loop Command
o Each row in an Excel Dataset
o Each row in an Internet Explorer Table
o Each row in SQL query dataset
o Each file in a folder
o Each folder in a folder
- Following are the various components of the Loop Command
o Each row in a CSV/Text file
o Each node in an XML dataset
o Each email message on server
o End loop
o Exit loop
o Continue loop
LESSON 9- Excel command
- The Excel command is one of the most powerful commands used in the scenarios that include:
o Copying data from one Excel spreadsheet to another
o Extracting data from an application to an Excel spreadsheet
o Extracting data from a website to an Excel spreadsheet
o Moving data from an Excel spreadsheet to another application
o Transferring data from Microsoft Access to Excel
o Transferring Excel data to a website form
o Deleting rows or columns in Excel
o Comparing two columns or two cells in an Excel spreadsheet
o Sorting data in Excel spreadsheets and deleting duplicate rows
o Running Excel macros as part of the complete, end-to-end processes
- The Excel command consists of the following sub-commands:
o Open Spreadsheet
o Get Cells
o Set Cell
o Go to cell
o Delete Cells
o Activate Sheet
o Close Spreadsheet
o Save Spreadsheet
o Run Excel Macro
LESSON 10- Database Command
- Automation Anywhere enables you to transfer data between a database and other applications.
- You can import or export data, in various formats, and convert data from one format to another. For example, you might want to transfer and convert data while completing a data migration project.
- You can also transfer data from a custom database to a Microsoft Excel spreadsheet, or from one database to another in predefined formats.
- The Database Command provides the following sub-commands:
o SQL Query
o Run Stored Procedure
LESSON 11- E-mail Automation
- The E-mail Automation command processes incoming emails by connecting to an email server, monitoring email activities, managing incoming emails, downloading attachments to the proper folders, and extracting emails & data based on conditions such as Subject, Sent From, Sent To, CC, Attachments, and Message.
- The components of the E-mail Automation Command include:
o Get All Messages
o Delete Message
o Send Email
o Delete All Messages
LESSON 12- String Operation
- The String Operation command enables you to manipulate a text string or extract part of a string and store it in a variable.
- The String Operation command helps you to manipulate strings after capturing them..
- Following are the various components of the String Operation Command
o Before- After
o Lower Case and Upper Case
o Sub String
LESSON 13- XML Command
- The components of the XML Command include:
o Start XML Session
o End XML Session
o Insert Node
o Delete Node/Attribute
o Update Node(s)
o Validate XML Document
o Get Node(s)
o Save Session Data
o Execute XPath Function
- The XML command:
o Processes XML information generated from Web services and cloud computing applications
o Supports sessions, node editing, and XPath expression execution, based on a tree structure of an XML document
o Enables the automated task to navigate the tree and make selections based on various criteria
o Allows to capture data that has XML formatting and saves it to a specified location
LESSON 14- Terminal Emulator
- The Terminal Emulator:
o Allows access and control default, DOS-based actions of remote terminals
o Allows to send DOS commands like – dir, ipconfig, copy, recover, etc.
o Allows to transfer the exact state of an application between tasks to optimize automation logic
- The Terminal Emulator command provides the sub-commands:
o Send Text
o Get Text
o Set Field
o Get Field
o Get All Fields
LESSON 15- PDF Integration
- The PDF Integration command takes the automation process to a new level.
- The PDF files are pervasive on the web, in email, and across all sizes and shapes of business and has become critical to automate routine tasks.
- Following are the various sub-commands of the PDF Integration Command:
o PDF to Image
o Extract Text
o Extract Form Fields
o Merge Documents
o Split Documents
o Encrypt Document
o Decrypt Document
LESSON 16- FTP Command
- You can use the Automation Anywhere FTP/SFTP command to automate the following:
o Use FTP for file uploads and downloads
o Back up websites
o Use Secure FTP for secure remote file transfer
- The FTP/SFTP command includes the following options:
o Put Files
o Put Folder
o Get Files
o Get Folder
o Delete Files
o Delete Folder
o Rename Files
o Change Folder
o Create Folder
LESSON 17- PGP Command
- The PGP (Pretty Good Privacy) command helps you to automate the process of encrypting and decrypting files for security.
- The PGP Command supports symmetric and asymmetric types of encryption.
- The PGP command provides the following sub-commands:
o Encrypt Files
o Decrypt Files
o Create Keys
LESSON 18- Object Cloning Command
- The Object Cloning Command features SMART Technology used for desktop applications and websites and allows the user to “radar-lock” on an object and specify additional search criteria to uniquely identify objects.
- This command uses the most customizable or adjustable technology and it captures objects based on a selected window title.
- The components of the Object Cloning Command include:
LESSON 19- Error Handling Command
- The Error Handling Command is used to handle errors while running a task and aids in debugging the task.
- The Error Handling Command has two sub-commands, the Begin Error Handling sub-command and the End Error Handling subcommand.
- The various error handling actions include, the Continue action and the Stop task action.
- The various Error Handling options include:
o Take Snapshot
o Run Task
o Log data into file
o Send Email
o Variable Assignment
LESSON 20- Manage Windows Control Command
- The Manage Windows Control command allows you to capture Windows control properties such as, buttons, list box items, text-boxes, menu tabs, combo boxes, checkboxes, and tables.
- It enables you to perform specific actions or assign to Variable Commands once the commands are captured.
- The components of the Manage Windows Control include:
o Control Properties
o Select Actions
LESSON 21- Workflow Designer
- The components of the Workflow Designer include:
o Run Task
o IF (Conditional)
- Workflow Designer presents a high-level, graphical view of a business or an IT Workflow, with a representation of conditional logic and workflow.
- It features an intuitive, drag-and-drop interface to help design the workflows quickly.
- The Workflow Designer assists in designing and improving business workflows, enables building workflow diagrams in a graphical environment, and allows to be subsequently used to build and run automated workflows.
LESSON 22- Report Designer
- Report Designer features graphical reports that display the status of tasks and workflows, as well as the ROI over time.
- It assists in creating graphical reports of the tasks, workflows, ROI etc., and enables the exporting of reports to PDF, Excel, HTML, etc.
- Additionally, it displays the timeline, which shows how many tasks were created, modified, and deleted.
- The components of the Report Designer include:
o Select Report Type
o Select Task
o Select Date Range
- The Report Designer lets you create two sets of reports:
o Task/Workflow Run Report
o Task/Workflow Timeline Report
LESSON 23- Best practices
- There are certain best practices to be followed whenever we are automating a task. These practices help in creating robust and efficient automated tasks.
- Things to keep in mind:
o Recorder Hierarchy
o Automation-friendly formats
o Automation non-friendly formats
o Automation-friendly use-cases
o Automation non-friendly use-cases
o Tips and tricks while creating the bots: Wildcard, multiple variables, and Maximize Window
o Naming conventions for bots and variables
Machine Leaning, Artificial Intelligence and Robotics at the testing will be covered in subsequent classes.