Exploring RPA | Robotic Process Automation

Course Objectives

This “skills-centric” course is about 50% hands-on lab and 50% lecture, with extensive practical exercises designed to reinforce fundamental skills, concepts and best practices taught throughout the course.  Working in a hands-on learning environment, led by our Automation Learning expert instructor, students will explore:

• Robotic Process Automation and its impact on the modern world
• How to design, test, and perform enterprise automation task with UiPath
• How to create Automation apps and deploy them to all the computers in your department.
• Robotic Process Automation technology
• UiPath programming techniques to deploy robot configurations
• Various data extraction techniques
• Integrations with various popular applications such as SAP and MS Office
• Debugging a programmed robot including logging and exception handling
• Maintaining code version and source control
• How to deploy and control Bots with UiPath Orchestrator

Need different skills or topics?  If your team requires different topics or tools, additional skills or custom approach, this course may be easily adjusted to accommodate.  We offer additional deep learning / AI / machine learning, analytics / data science, programming, automation and other related courses which may be blended with this course for a track that best suits your learning objectives. Our team will collaborate with you to understand your needs and will target the course to focus on your specific learning objectives and goals.

Course Prerequisites

This course is geared for attendees with Intermediate development skills (in any modern language) who wish to learn Robotic Process Automation and to perform a wide range of RPA tasks with minimal cost and maximum ROI.

Pre-Requisites:  Students should have

• Basic to Intermediate IT Skills.
• Badic Python skills. Attendees without a programming background like Python may view labs as follow along exercises or team with others to complete them.
• Good foundational mathematics or logic skills
• Basic Linux skills, including familiarity with command-line options such as ls, cd, cp, and su

Please see the Related Courses tab for specific Pre-Requisite courses, Related Courses that offer similar skills or topics, and next-step Learning Path recommendations.

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We will work with you to tune this course and level of coverage to target the skills you need most.

1. What is Robotic Process Automation?

• Scope and techniques of automation
• Robotic process automation
• About UiPath
• The future of automation

2. Record and Play

• UiPath stack
• Downloading and installing UiPath Studio
• Learning UiPath Studio
• Task recorder
• Step-by-step examples using the recorder

3. Sequence, Flowchart, and Control Flow

• Sequencing the workflow
• Activities
• Control flow, various types of loops, and decision making
• Step-by-step example using Sequence and Flowchart
• Step-by-step example using Sequence and Control flow

4. Data Manipulation

• Variables and scope
• Collections
• Arguments – Purpose and use
• Data table usage with examples
• Clipboard management
• File operation with step-by-step example
• CSV/Excel to data table and vice versa (with a step-by-step example)

5. Taking Control of the Controls

• Finding and attaching windows
• Finding the control
• Techniques for waiting for a control
• Act on controls – mouse and keyboard activities
• Working with UiExplorer
• Handling events
• Revisit recorder
• Screen Scraping
• When to use OCR
• Types of OCR available
• How to use OCR
• Avoiding typical failure points

6. Tame that Application with Plugins and Extensions

• Terminal plugin
• SAP automation
• Java plugin
• Citrix automation
• Mail plugin
• PDF plugin
• Web integration
• Excel and Word plugins
• Credential management
• Extensions – Java, Chrome, Firefox, and Silverlight

7. Handling User Events and Assistant Bots

• What are assistant bots?
• Monitoring system event triggers
• Monitoring image and element triggers
• Launching an assistant bot on a keyboard event

8. Exception Handling, Debugging, and Logging

• Exception handling
• Common exceptions and ways to handle them
• Logging and taking screenshots
• Debugging techniques
• Collecting crash dumps
• Error reporting

9. Managing and Maintaining the Code

• Project organization
• Nesting workflows
• Reusability of workflows
• Commenting techniques
• State Machine
• When to use Flowcharts, State Machines, or Sequences
• Using config files and examples of a config file
• Integrating a TFS server

10. Deploying and Maintaining the Bot

• Publishing using publish utility
• Overview of Orchestration Server
• Using Orchestration Server to control bots
• Using Orchestration Server to deploy bots
• License management
• Publishing and managing updates

Course Materials

Student Materials: Each participant will receive a digital Student Guide and/or Course Notes, code samples, software tutorials, step-by-step written lab instructions (as applicable), diagrams and related reference materials and resource links. Students will also receive the project files (or code, if applicable) and solutions required for the hands-on work.

Hands-On Setup Made Simple! Our dedicated tech team will work with you to ensure our ‘easy-access’ cloud-based course environment, or local installation, is accessible, fully-tested and verified as ready to go well in advance of the course start date, ensuring a smooth start to class and effective learning experience for all participants. In some cases we can also help you install this course locally if preferred. Please inquire for details and options.

Every-Course Extras = High-Value & Long-Term Learning Support! All Public Schedule courses include our unique EveryCourse Extras package (Course Recordings, Live Instructor Follow-on Support, Free *Live* Course Refresh Re-Takes, early access to Special Offers, Free Courses & more). Please inquire for details.