UiPath - Advanced Enterprise Robotic Process Automation
- 5 hours on-demand video
- 2 articles
- 18 downloadable resources
- Full lifetime access
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- Certificate of Completion
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- The need for an Enterprise-grade Robotic Process Automation (ERPA) Framework
- Setting up a Centralized Configuration Database to drive the ERPA Processes
- Configuring settings for an ERPA Process in the Configuration database
- Get a Deep-dive of the Enterprise Robotic Process Automation (ERPA) Framework template
- Understand UiPath Selectors and Selector Expressions
- Build and Test functional RPA sub components that consume Selectors as configuration parameters
- Build a Complete end-to-end ERPA Process flow that will demonstrate all concepts learned in this course
- This course is for audience familiar with UiPath
- Level 1 and Level 2 UiPath Training is required before taking this course
- Basic familiarity with Microsoft Access Office Product (or equivalent) is required
- Basic familiarity with Microsoft Excel (or equivalent) is required
- Very basic knowledge of Structured Query Language (or SQL ) is welcome but not required
- Familiarity with UiPath Robotic Enterprise Framework (REFramework) would be excellent!
Robot Process Automation (RPA) is the next step in the evolution of technology. Until recent times businesses have been spending a lot of time and resource on automating back-end systems. And now, the focus of automation has bubbled up to the front-end!
Tools like UiPath have made it very easy to get started with building front end automation.
But like all fields, RPA isn't without its challenges. Sure, we can build an automation or two. But the efficiency of any system is dictated by how easily it can be organized, built and managed on a large enterprise scale.
In this course, we'll take a demonstrative look at how to organize, build and manage RPA processes for the Enterprise using an open-source Enterprise RPA (ERPA) Framework. We'll start by discussing the current methods of managing automation and justify the need for the new approach.
Regardless of the scale of your business or practice, be it a one man shop, a small business or a large organization, this course demonstrates how you can build and manage your RPA processes with an enterprise-like approach.
Join me in taking small steps to a larger goal!
- Developers experienced with building Robotic Process Automation using UiPath Studio and Orchestrator
- UiPath Developers who've already cleared Level 3 Training
- RPA Developers experienced with other RPA Tools and moving to UiPath
Here we'll take a look at the prerequisites for this course. And personally, I would like to share with the audience the unrealized prerequisites that we'll need in order to build reliable RPA processes. This is something that I've come to realize with my experience working with RPA.
Audience are requested to give this portion of the lecture a second thought.
In this lecture we'll take a look at the traditional Robotic Enterprise Framework and discuss some of reasons that lead to the development of the ERPA Framework template. We'll discuss a few practical constraints using configuration files and the logistical pains that come with it. You'll see the reasoning behind why you might want to set up an Enterprise-like scenario regardless of the scale of your business processes.
In this lecture, we'll deep-dive into the ERPA Configuration database named ConfigDB. The database is an MS Access file that comes packaged with the ERPA project template. We'll start with the traditional Config.xlsx configuration Excel file and make our way into the database design whilst drawing parallels between the Excel file and the database.
We'll also linger on the good and bad practices when interacting with a database, and why it justifies the need for an interface view.
By the end of this lecture, you should be comfortable with the first view of the configuration database.
Audience are requested to download the database that's attached as a resource to this section and also quickly breeze through the companion Readme.txt file.
In this lecture, we'll be moving the configuration database to a centralized location. The purpose of this move is to keep the configuration settings for all the ERPA processes across the enterprise in a central location.
As part of the centralization, we'll unlock the database and then lock it down again with a password of our choice for security reasons.
By the end of this lecture, you should've relocated the database at a central location and locked it down with a new password of your choice.
Please do not work with the default password - change it preferably by the end of this lecture!
Also make sure to remember the password as you'll be requiring it for future access to the database
You'll need the databases attached to the previous lecture for this course. If your version of Office is not compatible with the .accdb file, then you can start with the .mdb database file.
In this section, we'll create a connection the Centralized configuration database without writing any code.
For this lecture, you'll need to have the following details from the previous lecture:
the full path to the central location where your database is situated
the password that you used to lock down the database
Please record the name of the connection that you create as part of this lecture
from here on you'll need this connection name for all practical purposes
In this lecture, we'll confirm that the connection we set up to the configuration database works from outside of the MS Access environment. To do that, we'll use the Data Source Name (DSN) to connect to the database from Microsoft Excel and project the data from the interface view into the Excel spreadsheet.
This exercise will also give you an insight into how the ERPA process connects to this database to load the configuration settings. That said, we'll think a bit about the pros and cons of the approach that we've used to establish connections to the configuration database.
For this exercise you'll need the following from the previous lectures
The password used to lock down the database
The Data Source Name (DSN) created in the last lecture
In this chapter, we'll be taking a look at the inner workings of the ERPA Process flow Framework, interchangeably referred to as the ERPA process flow template.
You can download this template from the UiPath GO! Marketplace:
Prior knowledge of the UiPath REFramework is immensely welcome to extract maximum benefit from this course.
We'll look at the enhanced Init State Machine by setting up requirements of a theoretical RPA process. Based on this process, we'll see what functions this State machine performs and segue into the MasterConfig.xlsx Excel configuration file that is a new addition into the framework.
Here, we'll get down into the Init State machine and see how it loads the process settings from the Configuration database that we centralized in the previous chapter. We'll tie the Interface View , the DSN connection, the MasterConfig.xlsx file and the traditional Config.xlsx file in this lecture.
We'll also see where you might want to alter the framework template if you choose to load settings from a remote configuration database using a Connection string instead of a DSN.
If audience want a refresher on the database and how it was centralized, then now would be the time to step back into Chapter 4
We'll deep-dive into using the feature queries in the Access Configuration database and use them to quickly and efficiently set up configuration entries for a new RPA process. We will also see how we can clone settings from existing projects and also delete them with minimal effort.
We'll use this knowledge to set up the Sample ERPA Process that we'll be building later down the line.
Selectors are the less glamorous by artistic part of building reliable RPA processes. We'll take a look at how to use selectors and selector expressions as parameters to our ERPA processes.
By the end of this chapter, you will have come up with a summarized list of Selectors and Selector Expressions that you will use to build a simple sequence that demonstrates the working of our Sample ERPA process.
Now, it's time to look at how the Robot is going to deliver the results after it as processed the incoming file. When automating the MS Access application database, we'll once again revisit why we might want to simplify our thinking to achieve our goal of successfully building this automation.
By the end of this section, we would've built up our sequence to process data end to end.
This is it! This is where put our end goal into action! We start organizing and creating the folder structures for our project and move on to setting up user-defined configurations for our process in the configuration database.
The functional components that we built into the realistic test harness at the end of previous chapter will be integrated into the various State Machines of our ERPA Sample application. The way we organized these functional components will align with how we place them into the state machines.