UiPath: Robotic Process Automation (RPA)

Course details

Get started with UiPath, a leading robotic process automation (RPA) tool. This course offers a hands-on guide to automating a variety of software-controllable process using this popular tool. Instructor Bryan Lamb helps to acquaint you with the main capabilities of UiPath and demonstrates how to use key features to automate business processes against a variety of target systems, including Excel spreadsheets. He also shows how to work with flowcharts to document enterprise processes, how to handle errors, how to schedule and manage your software robots with Orchestrator, and more.

Learning objectives
Why UiPath?
Creating new projects
Opening and reading text files
Using a loop to repeat work
Debugging
Using variables to handle data
Handling errors
Controlling your robots with Orchestrator
Creating a reusable workflow
Creating data tables
Excel automation basics

Concepts

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

Community Edition Installation (Windows)

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

Orientation

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

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

Debugging

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

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

Script Control Flow

If else - Making a choice
Flowchart decision diamond
Switch - Handling many choices
Flow switch

Handling Errors

Try catch intro - Catch an exception
Create and throw a new exception

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+)

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

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

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

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

Mainframe Automation Basics

Mainframe intro
Mainframe automation