Blue Prism Foundation - Hands on Enterprise RPA

Discover how to access blue prism by emailing to request a link and access details.

Shows how to install the prerequisites for Blue Prism by installing the .NET framework 4.5 and SQL Server Express 2014, then guides the Blue Prism setup.

Open Configuration Manager, select single server services, configure the SQL Server service log on to local system, and repeat for the SQL Server Browser.

Install Blue Prism, configure a connection to a local host using Windows authentication and SQL Express, create the bp course database, test the connection, and log in as admin.

Explore Blue Prism overview by touring the studio, the control room, and the scheduler, and learn how to organize processes, objects, and calendars into packages and releases for automated processes.

Create and connect your first Blue Prism process by naming, describing, linking stages, and handling errors using code stages like decision, calculation, and data items in Process Studio.

Create your first data item in Blue Prism, setting its name, type, and initial value while choosing page or global exposure and enabling reset on every page execution.

Explore the calculation stage by assigning expressions to variables, using text variables and concatenation, validating and evaluating expressions, and performing date time conversions with Blue Prism functions.

Use the multi calculation stage to chain multiple expressions, concatenate date and file names, replace slashes with underscores, and save the result in a text variable for timestamped Excel files.

Explore the decision stage, using a boolean expression to route flow through true and false outbound links, with variables and evaluation guiding the process.

Learn how to implement circular paths to loop and retry a process up to three times using a counter and max comparison, and when to retry system versus business exceptions.

Set a breakpoint to inspect and modify variables during debugging by right-clicking the line. Observe counter values and verify how changes affect increments.

Explore the collection data type by building an accounts table with fields count, quantity, and date, adding rows, and preparing to loop through the collection.

Drag and drop the loop, connect the start, and observe how it iterates over a collection, so actions inside run for each item—three rows in the accounts collection.

Explore building a realistic Blue Prism automation by defining variables, a collection and output, using choices and decisions with dates and quantities, looping through accounts to defer or close.

Create your first page in process studio, refactor complex automations into modular pages, then link references and connect in points to run a complete account process.

Master nested pages by keeping depth to three levels, organizing a main page with a process page that houses email, data, update status, and send notification blocks for clear readability.

Learn how to manage pages in Blue Prism by right-clicking to group and reorder them, moving important pages up or down to organize the workspace.

Delete unused pages by right-clicking to remove dummy pages, while keeping the email page for future code work.

Send input data from the accounts page to the email sub page by defining input arguments, a parameter name, and a data type, and passing a local variable.

Learn to use output variables in Blue Prism to pass data from a page back to the parent, storing results in an output variable.

Explore how global variables span pages in Blue Prism, main, process accounts, and email pages, distinguishing them from local variables and resolving naming conflicts when promoting to global scope.

Learn how the step over works in Blue Prism by running code from the main page, producing the same output without entering the pages.

Explore step in to go inside code and observe actions, contrasted with step over that skips inside, and debug by inspecting values at stages like start page and email.

compare step out, step over, and step into actions in enterprise rpa debugging; step out executes remaining parts of a stage and advances to the next step.

Publish your process to the control room to run it outside debug mode. See how to publish, locate, drag to a resource, refresh, and start, view, or delete published process.

Run a process from the control room, save the first control run, and observe it complete despite a laggy bug in Blue Prism that hides each step.

View session logs to inspect each process stage and its parameters in the control room; quickly debug by searching for a step name to see the bot's actions.

Object studio captures an external application's functionality as a business object for a process, similar to process studio yet with two default pages, a flat group, and no main page.

Import visual business objects (VBOs) in Blue Prism from the control room, installing them one by one. These reusable objects let you interact with data, Excel, Word, and Active Directory.

Apply Blue Prism internal business objects to create a collection named accounts and add a row with account, quantity, and date, using the add rows action and its parameters.

Create an Excel instance, build a workbook, and write the accounts collection to a workbook with headers, then save and run the result to observe the updated file.

Demonstrates the excel vbo show action in blue prism, guiding you to copy elements, set up the steps, and run the action to complete the task.

Explore hiding an Excel item after saving and copying data. Run the action to verify the Excel integration in Blue Prism RPA.

Learn how to set a cell in Excel using VBA, assign text and variables, and run or step through code to debug when the Excel window is on another screen.

Apply the remove empty row action in Excel VBA to delete blank rows, using copy, paste, and run steps to see the row removal.

Explore the collection contains action in Blue Prism by using a boolean variable and a decision to test for an exact quantity value within a column.

Learn to merge two collections in Blue Prism by reading an Excel file, handling column names, creating and closing instances, and producing a merged collection.

Remove empty rows from a collection and store the result back in the same collection, showing the row count drop from 15 to 12.

Discover how to filter a collection with Blue Prism's filter collection without loops, using query strings and expressions to extract exact data.

Sort a collection by quantity in collection 3, applying ascending order after removing empty rows to produce a clean, accurately ordered dataset.

Create a directory by checking for existence and creating it if needed, using the error-if-exists flag to control whether an error is thrown, and avoid errors if it already exists.

Drag directory exist action from file management into your workflow, set the Excel path, and run to obtain a yes or no flag that confirms the directory exists before searching.

Explore how to retrieve folders in file management, get folder names, and save results to a collection for automation on shared drives.

Explore how the file management vbo get file retrieves files by extension using a wildcard pattern, returning path, folder, name, and metadata to enable batch file processing.

Use the copy file action to move a file to a different destination instead of the same one, preventing overwrites, and verify the copied workbook appears on the desktop.

Demonstrates delete file and delete files actions in blue prism foundation vbo, selecting a file or using a pattern in a folder, running, and verifying success.

Discover how the move file action in file management VBO renames a file during transfer, enabling you to relocate it and organize it into folders.

Demonstrate the general VBO sleep action by applying a 10 second delay to pause a process before rechecking a record, with intelligent wait introduced as a better alternative later.

Create your first custom object in Blue Prism, named Yahoo, with an initial and cleanup page for lifecycle management. Learn to read, navigate, and click, and separate logic from actions.

Connect a browser-based application to a custom object using the application monitor, select the application model, launch the browser, and prepare for element mapping.

Learn to build two Blue Prism actions—navigate and search—by identifying elements on Yahoo Finance pages, dragging targets into actions, and configuring a ticker value to retrieve results.

Learn how to spy elements in Blue Prism by identifying stable attributes, especially the ID, and select reliable properties across development, test, and production environments.

Explore static waits in Blue Prism by setting explicit wait times, such as 10 seconds, to synchronize element spying, navigation, and basic error handling during automated web interactions.

Learn to implement intelligent waits in Blue Prism by waiting for page loads and element existence, with timeouts and exception handling to ensure correct page state.

Define global timeouts as centralized variables (xs 1s, s 5s, m 10s, l 30s, xl 60s) and replace hardcoded values for easy, scalable rpa workflows.

launch the prod environment page first, then use an intelligent wait to ensure the input exists and navigate with the main object to the desired page.

Explore the Terminator action by creating a new page named Terminator, set it as the main parent over terminate, and run the application to demonstrate how termination works.

Learn to attach and detach applications in Blue Prism by checking a connected flag, attaching when not connected, and managing the daily stock market window.

Learn how to detach from an application using the detach page, a single action similar to the terminate page. Call detach and grab the parent to detach, leaving you detached.

Publish pages from the process studio by right-clicking publish to make actions usable. Include a summary to track versions and enable rollback to a previous version for developers.

Output data in Blue Prism by sending outputs to search and process studio, handling exceptions and error messages, and signaling success or failure with a success flag.

Discover how to find references in Blue Prism by right-clicking an action to view how others use it, and learn the prerequisites and return variables to reuse an object's action.

Explore area management and the handling of unexpected errors in processes or objects, enabling recovery or continuation where possible and guiding what to do when recovery isn't feasible.

Set up and understand how to throw exceptions in Blue Prism, distinguish business and system exceptions, and decide when to stop or retry.

Learn how Blue Prism recovers from exceptions by using recover and resume, capture the exception type and details inside the recovery, and resume to the next stage.

The block stage groups exceptions to apply different recoveries, printing custom messages, bubbling errors when no recovery exists, and handling code sections differently to control error flow.

Enable preserve current exception to keep details during recovery, then read and rethrow them before resuming; avoid using preserved data after resume.

Explore how exception handling and bubbling work in Blue Prism: catch and recover at the page or main level, preventing rethrows and enabling the bot to resume processing.

Explore how work queues manage cases in Blue Prism by enabling multiple bots to process items, update statuses, and defer or retry failed cases.

Configure your first Blue Prism work queue by mapping the accounts collection to the queue and setting the key field to account, with quantity and date fields included.

Load the Excel file into a collection, open the workbook, and add items to the Blue Prism queue using the collection and item names.

Explore how to retrieve the next item from a work queue, including filtering by key, accessing its data collection and item id, and managing tags, priority, and status.

Learn how to mark as complete in Blue Prism by releasing a paused item, making the data item global, and validating no exceptions after running next item in eight seconds.

Learn how to mark an item as an exception, set the exception reason, view the exception message in the control room, and understand automatic cleanup when items aren’t marked.

Learn to defer an item in a Blue Prism RPA process, set its date, and retry it from the queue after an exception or incomplete workflow.

Set the max attempts in Blue Prism work queues to control item retries, defaulting to one. Mark exceptions to trigger a retry and adjust retry limits in system work queues.

Learn to override the max attempt setting in Blue Prism by marking an item as an exception and choosing not to retry, regardless of the system's max attempts.

Discover how to use log and session log views to trace a run from start to error, and manage stage logging by selecting stages and enabling or disabling logs.

Learn how to create and use environment variables in control room to dynamically supply path values for processes and objects, enabling updates without opening process studio or object studio.

Learn to configure a Blue Prism scheduler in the control room, create a calendar schedule for Wednesday, assign the accounts process tasks, and retire unused schedules.

Discover how the release manager uses the package manager to create, export, and import releases, packaging processes, work queues, environment variables, and calendars for cross-environment migration.

Explore blue prism email automation using POP3, including setup basics and limitations, with optional custom code via Microsoft Office Interop Outlook for 32-bit versus 64-bit Outlook.

Build a center of excellence with a robotic operating team to guide governance and change management. Progress from proof of concept to pilot, validating automation fit and ROI across processes.

Assess automation suitability by prioritizing highly manual, repetitive, rule-based processes with structured data and low exceptions, especially high-volume inputs like Excel templates.

the rpa workshop aligns process owners and providers to define the process definition document, then create a solution design document, review code, test, deploy, and transfer knowledge.

Filter emails with analysis form subject and attachments. Look up company name or ticker to extract p/e, enterprise value, price-to-book, return on equity, and five year average dividend; update status.

Map objects and actions for Blue Prism Foundation enterprise RPA by defining Outlook, Excel, Web browser, and file folders interactions with input and output parameters and reusable data extraction steps.

Create your first Blue Prism objects, the sec and yahoo objects. Set up a finance stock lookup project and configure a browser-based object with the Yahoo url.

Learn to create Blue Prism actions to search a company by building a window page with a search input and button, using intelligent waits, data writes, and navigation to results.

Walk through building a select 10q automation in Blue Prism Foundation, creating a report variable, spying elements, using intelligent wait and a success flag, then navigating to filing detail page.

Select 10 q filings in Blue Prism by building small, single-purpose actions, linking pages, extracting state and name data into a collection, and validating results with a read data workflow.

Build a Yahoo object in Blue Prism, initialize weights, identify the search field and button, and extract price to book, return on equity, and average dividend from Yahoo data.

Implement exception handling across objects, using a navigate page setup, a global error message, and two data items (success and message) to capture failures, enable recovery, and control process flow.

Add a terminate applications page to the video workflow, drag it into the navigation, publish, and save the changes.

Create your first Blue Prism process by organizing a folder, selecting and renaming templates, importing basic designs, and preparing to build a custom process using Blue Prism's design templates.

Develop a queue loader in Blue Prism by reusing existing page code, configure environment paths to load Excel file names, count records, and enqueue file paths for processing.

Initialize apps, fetch the next item, and drive the process handler through complete or exception paths. Implement recovery, reset globals, and perform an orderly close down.

Initialize apps in Blue Prism by configuring two actions, view action in order studio, and using global variables on the main page to manage visibility and errors.

Master the process handler to fetch the next item from a queue, use the queue name, and decide to mark items as complete or exception, then retry as needed.

Code the open workbook process, create the instance and path, and manage process requests. Build a collection to reset values and read Excel rows to start processing data.

Create a code skeleton to loop through a collection of 100 Excel rows starting at row 2, processing each item and updating status before closing the workbook.

Mentorship accelerates success in Blue Prism enterprise RPA development; the instructor shares personal growth through guidance and offers to mentor you, inviting an email to begin your journey.

Develop a blue prism process to fetch sec data by ticker, search 10-q's, and extract key details. Enhance reliability with trimming, retries, and robust error handling.

Build and save Yahoo data to Excel by extracting company metrics such as price-to-book and dividends, organizing into rows, and managing wait times and errors during retrieval.

Learn to implement mark as complete and mark as exception in Blue Prism, configuring safe stop, queue handling, and moving items to completed or exception folders.

Clear errors and run the process from the control room, publish and reset global variables, and monitor logs. The next video covers scheduling and loading the package.

Create and schedule a stock lookup workflow in Blue Prism, wiring a loader to trigger a handler, and release a package with dependencies packaged for exchange, while avoiding load overload.