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Automation Anywhere Client Training

Enterprise 10.0

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Training Agenda

Introduction of Automation Anywhere


What you can Automate?
Automation Anywhere Enterprise Architecture
Overview of Recorders
Overview of Task Editor
Overview of Command Library
Overview of Variable Manager
Additional Features (Reports and Workflows)

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Training Objective

Learn about Automation Anywhere interface and architecture


Get comfortable with AA commands and recorders
Learn techniques needed for automation
Create your own basic automated tasks

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Learning Objective

After completion of this training, trainees will be able to:


Differentiate between uses of each recorder
Use commands to create tasks from scratch in Task Editor
Perform basic level of automation

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Introduction of Automation Anywhere

Founded in 2003
29,000 + customers trust our solutions in more than 90 countries
The fastest growing technology company in the BPA Segment
Selected to Red Herring Top 100 Technology Company List

Offices in:
San Jose, CA
Dallas, TX
Chicago, IL
Boston, MA
East Rutherford, NJ
Vadodara, India
Bengaluru, India
London, UK

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Brief Automation Anywhere Overview

Easy-to-use, drag-and-drop interface


Non-invasive to your existing work environment
Ability to visualize your process as you automate
Facilitates communication between all systems
Ensures safety of proprietary information

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What Process Can you Automate ?
Automation Anywhere controls a computer through the GUI just like a human user.

Able to automate
Extracting from and inputting to all
information silos
Web Windows Cloud Legacy
systems
All Windows and Web user navigation and
actions
Data comparison and validation
Rule based decisions

Not able to automate


Hand-written or scanned documents
Non-rule-based judgment calls

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Prerequisites

Static IP
Port No
Same LAN network
1 on 1 system setup for Client Installation

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Architecture

Automation Anywhere Enterprise


Automation Anywhere Enterprise
Development Client
Run Time Client

Automation Anywhere
Control Room
Automation Anywhere Enterprise Automation Anywhere Enterprise
Development Client Run Time Client

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Control Room
Access and manage automation tasks from anywhere anytime

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Development Client

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Runtime Client

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Types of Recorders

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Understanding the Screen Recorder

Screen Recorder is one of the three ways to create a bot.

Useful for simple tasks involving mouse clicks and keyboard

operations.

Requires to have a same OS and same Screen Resolution.

Limited to static screens and simple desktops or web

applications.

Faster than creating a task manually.

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3 Types of Recorder

STANDARD RECORDER
Captures all mouse events; movements, clicks, click and drag
Captures all keystrokes as Insert Keystrokes
OBJECT RECORDER
SMART Technology ideal for desktop applications
Records based on a provided window title
Captures objects based on name, type, data layer (not visible)
User can view captured properties or set values/text within the recorded Object
WEB RECORDER
SMART Technology ideal for websites
Records based on a provided URL
Extracts single data, pattern-based data, and tables
Navigates web controls
Strictly a Browser based tool, supports IE 100%

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Screen Recorder

Two ways to start Screen Recorder

Click the Record Button

Click on the New Task Button and choose Screen Recorder

option.

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I. Pausing the Recorder

Select the Pause button

II. Resuming the Recorder

Select the Resume button

III. Stop the Recorder

Select the Stop button

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I. Saving the Task
Select a Directory
Specify a Filename
Provide Password Protection (Optional)

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Smart Recorder
Smart Recorder tool is capable of capturing window objects and controls such as:
Text from drop-down menus
List boxes
Buttons
Mouse click actions
Status from radio buttons and check boxes
To launch the Smart Recorder
Click New and select Smart Recorder
Click the Smart Recorder link

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Once the Smart Recorder has been selected, choose the application from the Select
Window drop-down box and click Start to begin capturing the recording

Click the Stop button to end the recording

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Web Recorder
The Web Recorder helps you to automate Internet-related task actions. Using the Web Recorder command, you can
record tasks to extract data from the web, download data, test web sites, extract source code, and more.

Sub-Commands
The Web Recorder command provides the following sub-commands:
Open and close websites in browser sessions
Manage web controls
Download data
Extract additional data from the web
Test websites and locate broken links
Navigate URLs
Extract Website source code
Search by captions
Navigate back
Execute a Java Script

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Extracting Pattern-Based Data
Pattern data has one or more data elements spread
over multiple web pages

Navigate to the data to be extracted


Select the Extract Data option, then select
Pattern based data
Highlight the first piece of data to be extracted
Highlight the second piece to set the pattern
Specify the Column name
Save the Extract data field to display the Extract
Multiple Data menu

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Display all of the data patterns for extraction
Select Add to set parameters for the next
pattern to extract
Select Edit to change the name of the pattern
Select Delete to remove one or more patterns
Select Next to proceed

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Select the check box when data spans multiple
pages
Press the Capture button to review the web page
and specify the means of advancing to the next
page
Select Next to advance to the Preview Extracted
Data menu

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Preview Extracted Data
Preview Extracted Data screen list the Extract
fields and allows a preview of each field
Specify a CSV file to receive the captured data
Select Finish
Stop the Web Recorder

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Extract Table Data
Data stored in tables on web pages can be
extracted with the Web Recorder
Navigate to the table to be extracted
Select the Extract Table option
Move the yellow prompt bar to the table to be
extracted
Click the yellow prompt bar to display the
Extracted Table menu

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Select the check box when data spans multiple
pages
Press the Capture button to review the web page
and specify the means of advancing to the next
page
Select Next to advance to the Preview Extracted
Table menu

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Extract Regular Data

When you need to extract regular data from the website, click the
Extract Data button on the Web Recorder toolbar.
After highlighting the text, the Extract Data window is displayed,
and contains the text you selected.
Save this copied text to an existing variable in your task.
Optionally, save the control URL either as a new variable or to an
existing variable in your task.
You can also assign Before and After Keywords for extracting data.
Click Save.
Click the Stop Recording button on the Web Recorder toolbar.
The Save Task window pops-up, wherein you can specify a task
name. Optionally select a folder in which to save the task and click
save. You can also optionally specify a password to prevent the task
from being run by unauthorized users.

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Task Editor

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Creating a Task Using the Task Editor

If you want to manually create an


automated task from scratch, you
can use the Task Editor.
1. Launch the Task Editor
2. Add actions to the new task by
dragging commands from the left
pane of the editor to the Task
Actions List pane. After inserting
most commands, you are
prompted to specify the
properties that apply to those
commands.
3. Save the task.

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Properties of Task
General Properties
File Name - Displays name of the task
Created at - Displays the date and time of task creation
Status - Displays the last time the task was run.
View Log - Click View Log to see historic and detailed status
of the task.
Last Run Time - Displays the last time the task was run.
Mouse Clicks - Lists the total mouse clicks recorded in a task,
automatically calculated based on the task.
Keystrokes - Lists the total keystrokes recorded in the task,
automatically calculated based on the task.
Total Clicks - Lists the total clicks (Mouse Clicks +
Keystrokes) recorded in the task.
Priority for queuing - You can specify a priority for the task,
which will decide the precedence of the task when it is in a
queue.
Timeout - You can specify timeout for the task to ensure that
the task gets aborted automatically after the specified time.
Timeout can be set only in minutes between the range of 0 to
9999.
Enable this task to run with other similar files or window
titles - By default, the task recorded will only run on the
specific file(s) it was recorded on. However, SMART
Automation Technology includes an option for running the
recorded task on any file within the application it was
recorded in.
Description/Notes - Add descriptions and notes for a task

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Repeat Property
Automation Anywhere enables you to
repeat a task that is scheduled to run.
You can set the following options for the
Repeat property:
Do not repeat: The task runs only
once. This is the default option.
Repeat a number of times: Repeats
the task a number of times, as
specified in this field.
Example: Repeat an email task 15 times
to send 15 emails.

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Repeat until I Stop it: Repeats the
task until you stop it by clicking the
stop button or by pressing the ESC
key. Use this option when you are
not sure how many times the task
needs to run.
Repeat for hh:mm:ss time: Repeats
the task for a time period that you
specify.
Time between repeats: Sets a
duration of time to wait before
repeating a task.
Upon error, continue with next
repeat: By default, running tasks are
stopped when an error occurs. By
setting this option, the task is
repeated regardless of run failure.

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Adjusting the Speed of a Task
Use the Speed property to adjust the speed
at which a task runs. You can also view the
duration in hours, minutes, and seconds that
it takes the task to run.
The speed of the task can be adjusted to run
in 3 speeds:
Standard Replay - The task runs at the
same speed as when it was recorded.
High-Speed Replay - The task runs at a
faster speed than was recorded.
Turbo-Action Replay - The task runs at the
fastest speed and excludes any mouse
moves.

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Sending Email Notifications for a Task

When planning to run your tasks, you


can set up email notifications that are
sent to one or more email addresses
that you specify.

In the Notification tab under Properties,


select 'Send email notification when
task finishes' and specify one or more
email addresses.

If you select 'Send email notification


when task finishes' check box, but do
not specify an email address.

Automation Anywhere uses the email


address that is specified in the 'To:'
field in the Tools -> Options -> Email
Notification.

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Setting up Hotkeys for a Task

You can assign a hotkey to an


automated task by using the Hotkey
property.
To assign a hotkey, follow these steps:
1. On the Properties tab, select Hotkey.
2. Either specify a hotkey in the field
provided or select a hotkey from the pop
up window.

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Setting Security Features for a Task

The Security property provides the following features:


1. Prompt and Verify Password: When you specify a password, you can specify whether you want Automation
Anywhere to prompt the user for the password before editing the task and before running the task. Simply
check the options that you require for your security.
2. Auto-Login Advanced Settings: You can specify the following advanced settings for Auto-Login:
Running this task in stealth mode: Use this option to prevent information from being displayed on the screen
while the task is running in Auto-Login mode.
Disable mouse and keyboard for this task: Use this option to disable the computer mouse and keyboard
while the task is running in Auto-Login mode.

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Understanding Variables

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What are Variables?
A variable is a storage location containing information like a mailbox containing a single letter
Information in the variable changes but the mailbox name does not the letters come and go but the
mailbox does not change
List variables are one or more variables grouped together to simplify operations like the centralized
mailboxes for a single floor at an apartment complex, the mail carrier only has to stop once per floor to
fill all of the boxes
Array variables are many variables grouped like by rows and columns like the centralized mailboxes
for all of floors in an apartment complex, the mail carrier only has to stop once per complex to fill all of
the boxes
Local variables are created as they are needed add more mailboxes as you need to store more data
System variables are predefined by AA and used for specific operations for example a mailbox that
only contains your electric bill
AA has provided two variables prebuilt mailboxes you can use

vVariable = vVariable + 1 is a true statement

vVariable3 = vVariable1 + vVariable2 is also a true statement

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Variable Manager
Variable Manager
Located on the far right of any task window
Accessed by clicking the Variable Manager tab and hidden by
clicking the X in the top right corner
Provides the list of all Local Variables available within a
particular task
Functions within Variable Manager include
Copy / Copy All / Paste: duplicate existing variables
Add: create new variables
Edit: modify existing variables
Delete: remove existing variables
Default variables
My-list-variable useful when referencing a list of values
Prompt-Assignment useful when referencing a single value

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Commands

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Active Directory

To manage users in the Active Directory, ensure that a


connection is established between the Administrator and the
Active Directory
server. Users who are logged into the Active Directory should
have privileges for connecting to the Active Directory server
and viewing
the Server name, Domain name, user name and password
details.
Sub-Commands
The Active Directory command provides the following sub-
commands:
Create User
Modify User
Create Group
Modify Group
Create Object
Modify Object
Search
Get Property

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Create User:
1. Double-click or drag the Active Directory - Create
User command to the Task Actions List pane. The
Active Directory main window is displayed.
2. To establish a connection with the Active
Directory, specify the Parent path in the Enter
LDAP Path field.
3. If you do not know the Parent path, use the
browse button to locate it.
4. The Active Directory Object Browser window is
displayed.
5. Enter the details for a new user. Check the
password option check boxes as needed.
6. Click Save to complete the process.

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Modify User Command:
1. Double-click or drag the Active Directory - Modify
User command to the Task Actions List pane. The
Active Directory main window is displayed.
2. Select one of the options in the 'Select User
Action' drop-down menu.
A. Rename User: Use the check boxes in the
'Enter Modify User Details to rename the
user logon name and/or the user account
name.
B. Enable User Account: Enables a user
account.

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C. Disable User Account: Disables a user account. Select the User
Name or Logon Name to disable either one, in the
'Enter Modify User Details' section.
D. Delete User: Deletes the user from the Active Directory. Select
the User Name or Logon Name to delete either one,
in the 'Enter Modify User Details' section. E. Update User Details:
Use this option to update the user's details.
F. Update Account Options: Use this option to set account attributes
for the user. Select from four attributes: User must
change password at next login, Is Active, User cannot change
password, and Password never expires.
G. Change Password: Use this option to change a user's password.
H. Set Property: Use this option to assign a value to a user property
, view the current details and update them.

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Create Group Command:
1. Double-click or drag the Active Directory -
Create Group command to the Task Actions
List pane. The Active Directory main window
is displayed.
2. Select options for Group Name, Description,
Group Scope and Group Type.

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Modify Group Command:
1. Double-click or drag the Active Directory - Modify
Group command to the Task Actions List pane.
The Active Directory main window
is displayed.
2. Select options for: Rename Group, Delete Group,
Add Users To Group, Remove Users From Group
and Set Property.
A. Rename Group: Use this option to rename an
existing group.
B. Delete Group: Use this option to delete an
existing group.
C. Add Users to Group: Use this option to add
additional users to a group. A user list is
displayed. Use the Add, Remove and Edit buttons
and click on Add Users to the group.

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Understanding App Integration

1. Double-click or drag one of the App Integration


commands to the Task Actions List pane. The App
Integration window is displayed.
2. Select the application type from the drop-down window.
3. Select a capture option. You can capture text data from
any application window by using the following options:
Capture Window: Specify an application window title.
When running the task, Automation Anywhere will
capture the window
as an image.
Capture Area: Specify a specific area of an application
window to capture.
Capture Scrollable Text: Specify an area with scrollable
text to capture all of the text in that area.
4. Select a window from which you want to capture the
text.
5. Optionally specify a range of text, and assign the
captured text to a variable.

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Database Command

Database Concepts

Using SQL

Database Command

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Understanding Database Command

Collection of associated two-dimensional tables

Database programming is managed in the database system

Data is normalized within a database

Organized in layers

Redundancy is removed

Indexes are optimized for access

SQL (Structured Query Language) is the most common means of accessing data in a RDBMS

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Four Basic SQL Commands

1. Insert adds data to the database

2. Delete removes data from the database

3. Update changes data in the database

4. Select extracts data from the database (also called a database query)

SQL commands can be put together into a Stored Procedure residing inside of the database

SQL commands and Stored Procedures are invoked using the AA Database Commands

Helpful Hint Automation Helpful Hint To perform complex tasks to a


Anywhere does not build SQL database, move the data to Excel, manipulate
commands or Stored Procedures and move back

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Connect and Disconnect subcommands

Works like opening and closing an Excel


spreadsheet

Specify the data link properties

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SQL Query subcommand

Specify the session name

Specify a SQL Select command

Designate a maximum number of records to


read

Designate a maximum amount of time for the


query to run

Specify a CSV file to receive the data

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Insert/Update/Delete subcommands

Specify the session name

Specify the SQL command to perform the Insert,


Update or Delete

Specify a timeout duration

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Run Stored Procedure subcommands

Specify the session name

Specify the Stored Procedure Name from the database

Specify any parameters the Procedure requires

Specify a file name if data is being exported

Specify a timeout duration

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Delay/Wait Commands

1. Open the task in the Task Editor.


2. In the commands list, drag a Delay command to the Task
Actions List, in the location where you want to the task
to delay before moving to the next command. Or, you
can double-click the Delay command to insert it at the
current location.
3. Delay command is inserted in the task. You can copy this
command to add multiple delays, or move the delay to
another position in the task simply by dragging it.
4. Optionally specify that the delay be in milliseconds or
seconds. Or, insert a random delay by providing a range
of numbers that Automation Anywhere can use to
generate a random number for the delay time.

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Web Recorder Commands

Wait For Window Command


Use the Wait For Window command to wait for a specified
window to open or close before the task performs the
next command.

Wait For Screen Change Command


Use this command to wait until a rectangular image on the
screen changes before the task performs the next
command

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Logging and Email Automation

Logging Concepts

Email Automation Command

Send Email Command

Email System Variable

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Logging is one of the rich capabilities of Automation Anywhere

Log more not less

Do not log sensitive data at least not together

Example: Member ID is okay to log, RXs are okay to log, should not log
the RXs for each member
Logging takes a lot of disk space but disk space is cheap!

Limit logging screen images, instead log the data from the screen

Logging is a production tool, not a testing technique

Logging is not an afterthought, design logging into the task

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Log to File Command

Logs detailed task information to a file

Not for logging business data

Specify a receiving file

Specify the text entry

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Email Automation

Email Automation Command provides the ability to process incoming emails by:
Connect to an email server
Monitor email activities
Manage incoming emails
Download attachments to the proper folders
Extract data from emails such as:
Subject
Sent From
Sent To
CCs
Attachments
Message

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Get All Messages subcommand
Specify the Host Name
Specify the User Name
Specify the Password
Select the Server Type
Specify the Port Number

Delete Message subcommand


Deletes just the most recent email from the
Inbox
Works like the Email Automation subcommand
in the Loop command

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Send to multiple recipients separated by a
semicolon
Add attachments
Format the message in HTML

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Error Handling

Error Handling Command


Provide for a set of activates to occur if the task
encounters an unexpected condition

Take a snapshot of active screens

Begin the execution of a different task

Log the data to a specific file

Send an email when the error occurs

Snapshots can be attached to the email

Assign a value to a specific variable

Record locator

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Excel & CSV

Excel System Variables

Sessions

Excel Command

Read from CSV / Text Command

System Commands

Printer Settings Command

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Session

In Automation Anywhere, a session is the link between AA and an application or dataset in memory

It is used by the commands in AA to uniquely identify the application or dataset the command should
connect to

The default Session Name used by AA is "Default"

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Typical Uses of the Excel Command

Transfer data from Excel to a website

Compare two cells

Move data from an app to a spreadsheet

Copy data among spreadsheets

Extract Excel data

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Open, Close and Save
Spreadsheet
Specify a session name
Specify a spreadsheet path
Open a specific tab or sheet
Select if the sheet contains
header information
Access password
information from the
Advanced View screen
Activate Sheet
Causes the specified sheet to
become active

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Go To Cell subcommand

Works on the active spreadsheet

Specify the session name

Select a specific cell

Move a specific way from the active

cell

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Get Cells subcommand

Reads the content of the specified cell on the


active spreadsheet

Select the Cell Location or use Active Cell

Select the receiving variable

Multiple cells can be specified

Values are assigned to an $Excel Column


(index)$, a system variable for use within
loops

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Set Cell subcommand

Updates a cell in the active spreadsheet

Select the session name

Select the specific cell or active cell

Set the new value or variable name

Delete Cell subcommand

Deletes the value of the active cell

Use just like the Set Cell subcommand

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Find/Replace subcommand
Specify the range within a spreadsheet for
the search to occur
Specify session name
Specify search string or variable
Specify replacement string or variable
Specify search by row or column
Specify case conditions
Returns the cell addresses to a variable

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Read from CSV / Text Command

Specify CSV or Text

Specify the file name

Specify the session name

Specify the proper delimiter

Specify trim options

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Files & Folders Command

File and Folder Command


Automate creating, opening, moving, renaming,
deleting and organizing files and folders
Work with all of the files in a folder based on
their size, creation date or modification date

Open File / Folder subcommand


Select File or Folder
Select Open File or Folder
Specify the file or folder name to open

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Copy File or Folder subcommand
Use the Browse option to specify the source
file or folder
Use the Browse option to specify the
destination file or folder
Use the Size, or Date options to select the file
or folder

Rename File or Folder subcommand


Use the Browse option to specify the file or
folder
Specify the new file or folder name

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Create File or Folder subcommand
Select Create File or Folder
Specify the new name
Delete Files or Folder subcommand
Select Delete File or Folder
Use the Browse option to specify the file or
folder to delete
Print Files or Folder subcommand
Select Print File or Folder
Use the Browse option to specify the file or
folder to print

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Unzip File subcommand
Select Unzip File
Specify the Zip file name to extract
Specify the destination folder
Specify a password if required
Create File Shortcut subcommand
Select source file
Specify the shortcut destination folder (or desktop)

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Understanding FTP/SFTP

FTP / SFTP Command


Provides the ability to upload and download
FTP/SFTP files
Perform website backups
Subcommands
Connect / Disconnect
Put Files uploads files
Get Files download files
Put Folder upload an entire folder
Get Files download an entire folder
Delete / Rename Files
Create / Delete / Change Folder

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Understanding IF/ELSE

The IF/ELSE Command is one of the most frequently used commands to automate business rules

IF/ELSE, also known as If Then Else, looks for a specific condition

If the condition is true then one or more actions are performed

If it is not true then a different set of actions or no action is performed

IF/ELSE Commands can be combined

OR (Match Any) if at least one of the combined conditions is true the IF/ELSE is true

AND (Match All) all of the conditions must be true for the IF/ELSE to be true

IF/ELSE Commands can also be nested together

IF/ELSE Commands are frequently used to set conditions prior to executing automation

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IF/ELSE Command
Useful when a task requires conditional logic and actions
Various subcommands that drive the necessary actions
include:
File / Folder / Window Exists / Does not Exist
Application / Service Running / Not Running
Script / Task / Ping Successful / Unsuccessful
Variable
File Size / Date
Web / Windows Control
Image Recognition
Else If
Else
End If

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File / Folder / Window Exists / Does not Exist
Perform the specified action depending on whether or
not a file, folder, or window exists or is open
The window exists / does not exist command can also
be used to determine if an error has occurred or a file
has downloaded
Setting a Wait Time for Conditions
Most conditional commands allow for a delay to be
inserted to wait for a command to be true before
continuing
The task will continue as soon as the condition is
verified to be true, even if the task has not reached
the end of the delay
If the end of the delay is reached before the task
verifies a command to be true, it will proceed as if the
condition is false

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Variable
One of the more powerful commands,
capable of performing hundreds of checks
depending on the variables included
And / Or Conditions
And / Or conditions are accessible through
the Add more conditions link
This condition adds the ability to include
multiple conditions within a single
parameter

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Understanding Image Recognition

Search for a specific image within a source image

Automate applications that utilize visual elements

Locate a specific image on a screen

Divide and manipulate images

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Using the Image Recognition Command

Select Image1 the source image you are searching


Capture to set a section of the image
Select Image2 the image that might contain the matching
image. Capture to set a section of the image
Select a Match Percentage, Tolerance and Comparison
Mode
Determine an operation if the image is found
Left Click
Right Click
Double Click
Select whether to repeat the operation
if the image is not found
Use the Cross-Hair to select a particular spot of an image
during the task runtime

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Keystroke Command

Insert Keystroke Command


Delivers specific keystrokes in an application as a
person would enter on a keyboard
Insert keystrokes by:
Open the task using Task Editor
Drag the Insert Keystrokes Command into the Task
Actions List
Select the application needing keystrokes from the
Select Window drop-down list
Type/insert the desired keystrokes in the Keystrokes
box
Use the keyboard for letters, numbers, and characters
Use the Special Keystrokes list for specific commands

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Loop Command

Loops contain a series of commands that will be executed repeatedly until a specific
condition is met

A loop allows any number of records to be automated one at a time

A loop must have a Loop Start and a Loop End Command

The condition that ends the loop is determined when starting the loop

List variables are used inside of a loop to process multiple records

Ensure the automation sets and cleans up properly within or outside of the loop

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Loop Commands
Start Loop
End Loop
Exit Loop
Continue Loop
Start Loop Subcommands
Times
List
Condition
Each row in an Excel dataset
Each row in an Internet Explorer
Table
Each row in a SQL query dataset
Each file in a folder
Each folder in a folder
Each row in a CSV/Text file
Each node in an XML dataset
Each email message on server

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Start Loop Subcommands

Times
Specify the number of times to loop through task
The loop will perform the actions between the Start
and End Loop commands

List
Ideal when the number of loops necessary are
unknown
Use the dropdown list to select an existing variable
which will determine how many times the tasks is
repeated before ending the loop

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Condition
Loop will repeat until a specified condition is met (i.e. File exists)
Condition can be selected by clicking Browse or by pressing F2 to insert a
variable
Wait Commands and checking the condition are optional fields

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Loop Commands

End Loop
Ends the loop once the actions selected between the
Start and End Loop have been completed
Automatically inserted into a task when a Start Loop
Subcommand is inserted
Exit Loop
Exits the loop once a specific action or condition
occurs
Can only exist between the Start and End Loop
Commands
Continue
Continues to the next iteration of the loop once a
specific action or condition occurs
Can only exist between the Start and End Loop
Commands

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Manage Windows Control
Useful when needing to capture Windows control properties, such as buttons, list box
items, text boxes, menu tabs, combo boxes, check boxes, and tables
Once these commands are captured, specific actions can be performed or they can be
assigned to variable commands
Available Windows controls
Button - Edit (Text box)
Radio Button - Checkbox
Combo Box/Drop Down - Get Text
Tab / Tab Item - List / List Item
Menu/Menu Bar/Menu Item - Tree / Tree Item
Table

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All Windows controls respond to the following
actions
Left mouse click - Right mouse click
Double-click
Begin by dragging the Manage Windows
Controls Command into the Task Action List
Select the desired application from the drop-down
box, refreshing if necessary
Click and hold the Capture button or click the
Record button to capture the required tasks
Check the Capture a control of a specific type box
in order to isolate a specific capture command
Select the action that needs to be performed, then
click Save

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Object Cloning Command

The Object Cloning command provides the ability to


create and run tasks against almost any application,
website or window
Allows the user to radar-lock on an object and specify additional
search criteria to uniquely identify objects, which cannot be done
with other commands
Captures objects, coordinates and images
Perform actions on the captured objects
Specify a window
Click the Capture button
Information is stored in one or more tables

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Select one of the three options to use when the
task runs

Use IMAGE only if the image is static

Use COORDINATES only when the window will


not change position

Use OBJECT whenever possible for improved


accuracy

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One or more properties can be utilized to identify a
captured object

Use just enough properties to ensure identification of


the correct object in the task

Click on the binocular icons to select or deselect


search criteria

Select more or less property identification criteria


using the Expand Search Criteria icon

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Example Actions
Get Name - Usually applicable to text-box, button,
label
Get All Children Name/Get All Children Value
Get Value
Click Actions - Left Click, Right Click, Double Click
Append / Set / Get Text
Get/Set Cell
Set Cell by Index/Set Cell by Text
Get Cell Text by Index/Get Cell Index by Text
Get Total Columns/Get Total Rows
Export to CSV
Get Property

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OCR Command
The OCR Command provides the ability to capture the image and read it as text

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Capturing the Image for OCR

Capture Window specifies a window title of the image

to capture

Capture Area subcommand to designate a portion of

the image to review

Capture Image by Path opens an image based on the

supplied path

Capture Image by URL captures an image located on a

web page

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Using the OCR Command

Specify an image
Select the OCR engine
Set a threshold amount to determine OCR
accuracy
Assign the extracted text value in a variable

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Open/Program File Command

Open Program/File Command is used to automatically launch a file or program

If a program requires command line parameters,


provide these parameters in the Parameters text
box
If required, provide the directory path for the
program in the Start in Path text box and
Automation Anywhere will verify that this path is
valid
Insert the current window title in a task

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PDF Integration

PDF files are common on the web and as email


attachments
Automates getting and manipulating data from PDF files
with the following subcommands
PDF to Image
Extract Form Fields
Extract Text
Merge Documents
Split Document
Encrypt Document
Decrypt Document

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Extract from Fields subcommand
Extract PDF data from all form fields into variables
Provides a PDF viewer to capture fields

Extract Text subcommand


Extract data from a PDF to a text file

Merge Documents subcommand


Use the Add button to add multiple files to be merged
Provide User and Owner password if required by the
files

Split Document subcommand


Split a PDF file by:
Specifying a number of pages per file
Selecting a range of pages
Separate by blank pages
Based on previously set bookmarks

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Encrypt Documents subcommand
Grant permissions
Select one or more permissions
Select the encryption level

Decrypt Document subcommand


Provide the proper password
Specify an output file

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Prompt Command

Prompt Command
Request information while running a task
Receive user input such as file name, password
or email address
Specify the Prompt Option
Select a window for the prompt
Create the text message
Assign the results to a variable

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Web Service Command
Web Service Command is a convenient mechanism for
exchanging information

Specify or build the URI

Provide authentication information

Enter Header Parameter(s)

Specify the output location

Specify Whole or Selected Response

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Run Script Command

Provides the ability to run other scripts from


a task

VB scripts

Java scripts

Pass parameters to the scripts

Return values to the task

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String Operation Command

Multiple subcommands are available

Accessed by dragging and dropping one of the String


Operation subcommands into an existing task

The subcommand can be changed from the Select


Operation drop-down list

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Before-After Command
Use this command to specify a range of text to
extract, using Before and After keywords
To refine your 'Before-After' string command, you can
use the 'OR' or 'AND' Logical Operators
Use the 'AND' operator to ensure 'Before' and 'After'
conditions are met
Use the 'OR' operator to ensure either 'Before' or 'After
condition is met
Specify the number of characters to be extracted,
starting from the first character after the Before
keyword
The extracted string can be trimmed to remove
leading or trailing spaces, and you can save the string
to a variable

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Join Command

Joins all of the elements in a list variable into a


single string

Can only be used on a list variable

Length Command

Provides the length of a specified string

Lower Case Command & Upper Case Command

Convert text to ALL upper case or ALL lower case

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Replace Command
Works like a normal Find Replace routine
Select the number of times a sub-string is replaced in the source
string
Reverse Command
Reverses the selected source string

Sub String Command


Create a new string from the designated source string
Assign a starting point for the new string
Assign a length of the new string

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Split Command

Split the selected source string into 2 or more destination


strings

Use a specified delimiter to determine where to split the string

Select the number of times a string is split

Output must be in a list variable

Trim Command

Remove spaces from a text string

Trim from left or right

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Run Task Command
Use when building reusable tasks

Run one or more tasks from a controlling task

Drag and drop the Run Task Command into an existing task

Specify execution parameters

Repeat

Speed

Variable to pass

Save the command

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Terminal Emulator Command
Terminal Emulator Command allows connection to
the following terminal types:
1. ANSI
2. VT1000
3. TN3270
4. TN5250
Terminal Emulator provides the following
subcommands:
Connect / Disconnect
Send Text / Get Text
Set Field / Get Field
Get All Fields
Wait
Control

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Variable Operation Command
User Variables

Useful when assigning a value to an existing variable that has been previously defined

Values can be made up of variables, mathematical expressions, or something as specific as a path or address

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Windows Action Command
Close Window
Use this command to close an active window when running a task.

Maximize Window
Use this command to maximize an active window when running a
task.

Minimize Window
Use this command to minimize an active window when running a
task.

Re-size Window
Use this command to re-size an active window when running a
task.
Click the 'Capture' button to specify the dimensions to which the
window is to be re-sized.

Get Active Window Title


Use this command to assign the active window title to a variable
when running a task.

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XML Command
The XML Command captures and manipulates data
that has XML formatting
Start XML Session
End XML Session
Insert Node
Delete Node/Attribute
Update Nodes
Validate XML Document
Get Node(s)
Save Session Data
Execute XPath Function

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Additional Features

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Reports

Automation Anywhere provides graphical reports that display the status of tasks and workflows, as well as
the ROI over time.
You can view the following types of reports:
Task Run: Displays how many times a task has run successfully, and how many times it has failed
during the period. You can view this report for:
All Tasks saved in the default location, i.e., My Documents\Automation Anywhere\AutomationAnywhere\My Tasks
Tasks in a specified folder
Selected tasks.
Workflow Run: Displays how many times a workflow has run successfully and how many times it has
failed during the period. You can view this report for:
All workflows saved in the default location, i.e., My Documents\Automation Anywhere Files\Automation Anywhere Files\My Workflow
Workflows in a specified folder
Selected workflows

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Running Reports

To run a report, simply specify your criteria in the Report Designer and click Run Report.
To run a saved report, double-click the report file in the Task List, or select the report in the Task List and click Run.

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Schedule and Trigger
Decide upon schedule or trigger to kick off a task before
starting automation development
Repeat Option
# of times
Until I stop it
Duration of time
Schedule
One time only
Daily
Weekly
Monthly

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Auto Login

Auto Login must be completed to schedule or trigger a


task.
Check Bypass Legal Disclaimer if present
In rare case that login/unlock keystrokes do not
function correctly, contact AA Support

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Workflow Designer

To assist you in designing and improving your business workflows, Automation


Anywhere provides a Workflow Designer tool.
The Workflow Designer helps you build Workflow flow diagrams in a graphical
environment.
You can subsequently use these Workflow to build and run automated Workflows
using Automation Anywhere.

How to create a Workflow?


Click on the Tools menu and select Workflow Designer. The Workflow Designer
provides the following design objects:
Start: The starting point for the Workflow. Each Workflow can have only one Start object.
Run Task: Runs a previously built task (.atmx file). Before proceeding to the next Workflow step, the
Workflow stops until the Run Task command is completely finished.

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When you insert a Run Task object, it displays one Successful arrow and one Unsuccessful arrow. Both
arrows are required for a complete Workflow. If you accidentally delete one of these arrows, move the
mouse over the Run Task object and pull another arrow over to connect it with the desired object.

Conditional (If): Provides an event condition on which the subsequent steps in the Workflow depend. Based
on the result of the condition (True or False), the Workflow moves along the appropriate path to next steps.

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When you insert a Conditional object, it displays one True arrow and one False arrow. Both arrows are
required. If you accidentally delete one of the arrows, move the mouse over the object and pull another
arrow over to connect it with the desired object.
Use multiple AND or OR conditions- You can include 'AND' or 'OR' conditions when you wish to include
multiple conditions in the same command.

End: The end of the Workflow. When the Workflow reaches this object, execution is stopped.

Arrows: Connects objects and pathways in the Workflow.


To insert an arrow from any object, move the
mouse over the object until the mouse icon changes to a hand
icon

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Go be great.

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