RPA

DURATION  45 hrs
CERTIFICATION
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Fundamentals:

LESSON 1 – PROCESS MATURITY MODEL

SUMMARY

  • 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

SUMMARY

  • 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

SUMMARY

  • 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

SUMMARY

  • 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 Departments

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

SUMMARY

  • 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

SUMMARY

  • 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.

 

 

 

Bot Creator:

LESSON 1 – Recorders

SUMMARY

  • 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

SUMMARY

  • 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

o Pause

o Resume

o Stop

 

LESSON 3 – Screen Recorder

SUMMARY

  • 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:

o Pause

o Resume

o Stop

  • Saving a Task:

o Select a Directory

o Specify a Filename

o Select Save

LESSON 4 – Web Recorder

SUMMARY

  • 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

SUMMARY

  • 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:

o Edit

o Delete

o Copy

o Paste

  • The Variable Manager allows you to add, modify, and copy variables within the automation tasks.

LESSON 6 – Variables

SUMMARY

  • 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:
  • Local:

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.

  • Default/System:

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

o Add

o Edit

o Delete

  • The components of Default Variables include:

o My-list-variable

o Prompt-Assignment

  • 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

SUMMARY

  • 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

SUMMARY

  • 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 Times

o List

o Condition

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

SUMMARY

  • 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 Find/Replace

o Close Spreadsheet

o Save Spreadsheet

o Run Excel Macro

 

LESSON 10- Database Command

SUMMARY

  • 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 Connect

o Disconnect

o SQL Query

o Insert/Update/Delete

o Run Stored Procedure

 

 

LESSON 11- E-mail Automation

SUMMARY

  • 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

SUMMARY

  • 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 Compare

o Find

o Join

o Length

o Lower Case and Upper Case

o Replace

o Reverse

o Split

o Sub String

o Trim

LESSON 13- XML Command

SUMMARY

  • 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

SUMMARY

  • 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 Connect

o Disconnect

o Send Text

o Get Text

o Set Field

o Get Field

o Get All Fields

o Wait

o Control

LESSON 15- PDF Integration

SUMMARY

  • 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

SUMMARY

  • 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 Connect

o Disconnect

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

SUMMARY

  • 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

SUMMARY

  • 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:

o Object

o Coordinates

o Image

LESSON 19- Error Handling Command

SUMMARY

  • 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

SUMMARY

  • 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

SUMMARY

  • The components of the Workflow Designer include:

o Start

o Run Task

o IF (Conditional)

o End

  • 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

SUMMARY

  • 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

SUMMARY

  • 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.