Blue Prism Foundation - Hands on Enterprise RPA

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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 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.

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.

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.

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.

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.

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.

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.

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

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 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.

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.

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.

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.

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.

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.

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.