Introduction to UiPath
This video is a presentation of our RPA platform. It features three main products:
UiPath Studio - an advanced tool that enables you to design automation processes in a visual manner, through diagrams.
UiPath Robot - executes the processes built in Studio, as a human would. Robots can work unattended (run without human supervision in any environment, be it virtual or not) or as assistants (a human triggers the process).
UiPath Orchestrator - a web application that enables you to deploy, schedule, monitor and manage Robots and processes, while business exception handling is available through centralized work queues.
In this tutorial you are going to learn a lot of basic information about the three apps presented above, and keywords used with these.
Workflow Types and Activities
Multiple types of workflows are available in Studio (sequences, flowcharts and transactional business processes) that help you build your automation workflow according to your needs.
To create these workflows, you need activities (actions that you use to automate apps, such as clicking and typing). Around 300 of these activities exist, and they enable you to interact with web browsers, desktop apps, PDFs, images, databases, terminals, Excel spreadsheets, email accounts and many others, while you can also easily create HTTP and SOAP requests.
The easiest manner to create workflows is by using the record feature. Four types of recordings are available: Basic, Desktop, Web and Citrix. The first two can help you automate desktop applications, while the others enable you to properly handle web apps and virtual environments.
Variables and .Net Functions
A variable enables you to store a value, but only of a certain type. In addition to these, .Net functions can also be used to enhance your automation, such as .Trim which removes the spaces from the beginning and end of a string, or .ToString which transforms a certain type of variable into a string.
Robots and Orchestrator
Robots, the UiPath executors, can interact with a large amount of applications in the same time. An example is provided in the video.
Orchestrator, the final piece of the puzzle, is used to manage multiple deployed Robots. This type of environment is usually found in large enterprises, that need to automate many business processes.The first thing you need to do in this web app is register your Robot(s). After that, you need to group them together in an environment.
Workflows published to this platform have to be linked to an environment, and from there, you start executing: be it right now or based on a customly-defined schedule.
You can run a process on one or multiple Robots, a specified number of them or on all the Robots that are grouped in an environment.
Assets and Queues
Since Robots may need to share information, a special kind of variables are introduced in Orchestrator, assets. These enable you to store information (including credentials) in the web app’s database, so that changing a value that is used in multiple processes becomes easy, and multiple Robots can have access to it.
UiPath also makes use of work queues to distribute the load of a transactional process among multiple Robots. They can be scheduled to begin before or after a certain date, and detailed information contained in each queue item can be viewed.
Logs, Audit, Alerts and Others
In the Logs tab you can easily see how the Robots performed, what jobs were completed or failed. In addition, every step carried out by the user can be audited, and alerts are sent by email to all those who have the required permissions.
Finally, roles management is available, along with other nice features such as importing users from an Active Directory group, splitting up automation processes among teams through multiple tenants, and displaying information in neat charts.