Course Catalog Robotic Process Automation using UiPath

Course Catalog

Robotic Process Automation

using UiPath Training and
Certification
Course Catalog Robotic Process Automation using UiPath

Why this Course

Robotic Process Automation (RPA) is an automation technology for making smart software
by applying intelligence to do high volume and repeatable tasks that are time-consuming.
RPA is automating the tasks of wide variety of industries, hence reducing the time and
increasing the output. Some of facts about RPA incudes:

A 2016 report by McKinsey and Co. predicts that the robotic process automation
market could be worth $6.7 trillion by 2025
According to Forrester wave Q1 2017 Report, RPA Market Will Reach $2.9 Billion By
2021
A major global wine business, after implementing RPA, increased the order accuracy
from 98% to 99.7% while costs reduced to Rs. 5.2 Crore
A global dairy company used RPA to automate the processing and validation of
delivery claims, reduced goodwill write-offs by Rs. 464 Million

Course Summary
This course aims to make you understand the concepts around Robotic Process Automation
using the tool UiPath. Robotic Process Automation is the automation of repetitive and rule
based tasks. In this course, you will learn about the RPA concepts and will gain in-depth
knowledge on UiPath tool using which you can automate the data extracted from the
internet, login process, image recognition process and many more.

Course Duration
24 Hours

Number of Modules
8

Target Audience
IT Professionals
Application Developers

Prerequisite(s)
Computer operations
Basic programming knowledge
Logical thinking ability
Course Catalog Robotic Process Automation using UiPath

Hardware/Software Requirement(s)

UiPath:

CPU:
o Minimum Requirement 1.4GHz 32-bit(x86)
o Recommended Dual Core 1.8Ghz 64-bit
RAM: 4GB
Operating System:
o Minimum Version Windows 7/Windows server 2008R2
o Maximum Version Windows 10/Windows Server 2016
.Net Framework: 4.6

Related Training(s)
None

What will you learn?

Upon completion of Robotic Process Automation using UiPath, learners will acquire both
practical and theoretical knowledge as per current IT Industry.
From this course, they will leverage the following:

Acquires skills in basic concepts Introduction to UI Automation

Gain skills in Passing Data Inside a workflow
Gain knowledge in branching a workflow
Basic skills in Desktop Automation
Debugging a workflow
Enhance skills in UI automation and Data Inputs
Reusing automation that invokes workflow and templates

Course Objectives
After completing this course, you will be able to:
Know about Robotic Process Automations and how it works
Know about the patterns and key considerations while designing a RPA solution
Know about the leading RPA tool i.e. UiPath
Gain practical knowledge on designing RPA solutions using both the tools
Perform Image and Text automation
Create RPA bots and perform data manipulation
Debug and handle the exceptions through the tool

How to execute the practicals?

All the Demo/Hands-on of UiPath is to be executed on UiPath Studio v2017.1 tool
Course Catalog Robotic Process Automation using UiPath

Course Outline

Module 1: ROBOTIC PROCESS AUTOMATION CONCEPTS

Goal:
In this module, you will learn about various RPA concepts and RPA tools

Objectives:
Upon completing this module, you should be able to:

Know about the concepts of RPA

Understand how Robotic Process Automation works.
Understand the RPA development methodology
Know about the RPA Solution Architecture Patterns
Handle exceptions
Understand the types of Bots
Know about various RPA tools and selection criteria

Topics:

Why to automate repetitive tasks/process

What is Robotic Process Automation
Natural language processing and RPA
How Robotic Process Automation works
RPA development methodology and lifecycle
RPA Solution Architecture Patterns Key Considerations
Input Data Handling Solution Pattern
Exception Handling
Transaction Logging
Credential Management
Secure Execution
Monitoring and Reporting
Course Catalog Robotic Process Automation using UiPath

Types of Bots
List of Robotic Process Automation Tools

Module 2 OVERVIEW OF UI-PATH

Goal:
In this module, you will learn about UiPath and its basic concepts

Objectives:
After completing this module, you should be able to:
Understand what is UiPath
Know the types of Projects in UiPath
Understand UiPath User Interface
Know different Automation Activities

Topics:
Introduction to UiPath
Types of Projects
o Blank
o Simple Process
o Agent Process Improvement
o Transactional Business Processes
User Interface
o Ribbon
o Activity Panel
o Properties Panel
o Configuration Panel
o Output Terminal
Domains in Activities
o UI Automation
o User Events
o Orchestrator
o App Integration
o System
Course Catalog Robotic Process Automation using UiPath

o Programming
o Workflow

Hands-on/Demo/Use-case:
Setup and Configure UiPath Studio
Demo on different activities in UiPath

Module 3 UI AUTOMATION AND SYSTEM ACTIVITIES

Goal:
In this module, you will learn about UI Automation, System Activities, Properties, Variables,
Output, Arguments, Imports and their usage

Objectives:
After completing this module, you should be able to:
Know what is UI Automation
Understand different System Activities
Configure Properties of Automated Tasks
Know about the Variables
View Output in UiPath
Understand Arguments
Import Packages for a Custom Use Case

Topics:
UI Automation
o Element
o Text
o OCR
o Image
o Browser
o Window
System
o File
o Clipboard
o Application
Course Catalog Robotic Process Automation using UiPath

o Environment
o PowerShell
o Dialog
Properties
Variables
o Managing Variables
o Naming Best Practices
o The Variables Panel
o Types of Variables
Output
Arguments
o Managing Arguments
o Naming Best Practices
o The Arguments Panel
o Using Arguments
Import
o About Imported Namespaces
o Importing New Namespaces

Hands-on/Demo/Use-case
How to Implement Text Automation
How to use OCR and Image Automation
Implementing User Events in Automating Image and Text
Using System Activities
How to set Properties for Activities
Using Variables
Using Arguments
Importing Namespaces
Course Catalog Robotic Process Automation using UiPath

Module 4 USER EVENTS, RECORDER, AND SCRAPING

Goal:
In this module, you will learn about User Events, Recorder and different Scraping Methods.
Recorder helps us to record the sequence of the task that we need to automate.
Scraping enables us to extract data from our browser, application or document to a
database, .csv file or even Excel spreadsheet

Objectives:
After completing this module, you should be able to:
Understand User Events
Perform App Integration
Automate using Recorder in UiPath
Perform Scraping
Understand Selectors

Topics:
User Events
o Element Trigger
o Image Trigger
o System Trigger
App Integration
o Excel
o CSV
o Mail Automation
Recorder
o Introduction to Recorder
o Recording Types
o Automatic Recording and Manual Recording
o Example of Automatic Recording with Basic and Desktop
o Example of Automatic Recording with Web
o Manual Recording
Scraping
o Screen Scraping
o Data Scraping
Course Catalog Robotic Process Automation using UiPath

Selector
o About Selectors
o Selectors with Wildcards
o Full versus Partial Selectors
o UiPath Explorer

Hands-on/Demo/Use-case:
Managing User Events
Automating Excel
Automate Data from Mail
Using Recorder
Scraping data from Screen
Scraping data from Web
Using Selectors

Module 5 WORKFLOW, CITRIX, AND DATA MANIPULATION

Goal:
In this module, you will learn about workflow, orchestrator, citrix and data manipulation

Objectives:
After completing this module, you should be able to:
Understand Workflow
Understand Orchestrator
Perform automation in a virtual environment using Citrix Automation
Perform Data Manipulation
Perform PDF Automation

Topics:
Workflow
o Control Flow
o Flowcharts
o State Machine
o Checkpoint
o Invoke
Course Catalog Robotic Process Automation using UiPath

Orchestrator
o Queues
o Assets
o Process
Citrix Automation
o Introduction to Citrix Automation
o Automating Virtual Environments using Citrix
o Automating Text and Image in the Virtual Environment
o Image to Text Conversion in Virtual Environment
Data Manipulation
PDF Automation
o PDF Data Extraction and Automation

Hands-on/Demo/Use-case:
Designing Workflow
Using Citrix Automation
Data Manipulation
Data Extraction using PDF

Module 6 PROGRAMMING AND TROUBLESHOOTING

Goal: In this module, you will learn about the use of Programming activity in UiPath,
organizing projects, debugging projects, and handling exceptions

Objectives:
After completing this module, you should be able to:
Understand Programming Activity
Understand Project Organization
Perform Error Handling

Topics:
Programming
o Collection
o String
Course Catalog Robotic Process Automation using UiPath

o Data Table
o Debug
o Execute
o GenricValue
Project Organization
o Extract as Workflow
o Workspace overview
o How to model a complex automation process
Error Handling
o Rethrow
o Terminate Workflow
o Throw
o Try Catch

Hands-on/Demo/Use-case:
Using Programming Activity in UiPath
Automation using Data Tables
Organizing Complex Projects
Different ways of Error Handling

Module 7 IN-CLASS PROJECT

Goal: In this module, you will do an in-class project based on all the concepts you have
learned in the entire course

Case Study:
A company wants to know the review of its products on an e-commerce website but due to
many products having many reviews, they are not able to read the reviews in person. So,
they want to automate the process of extracting the reviews every week and filtering out
the good and bad reviews in separate excel sheets.
The automation process must contain the following tasks:

1. Creating a bot and recording a task of extracting all reviews of the products specific
to the shop-owner who is selling it
2. Filtering out 5 stars and 3 or less stars reviews
3. Populating the 5 stars and 3 or less stars in different excel sheets
Course Catalog Robotic Process Automation using UiPath

4. Analysing the number of good ratings and bad ratings (check for re-occurring
phrases)
5. Mailing both the excel sheets to the managers email-ID

Module 8 OTHER RPA TOOLS

Goal: In this module, you will learn about top 10 RPA tools

Objectives:
After completing this module, you should be able to:
Know about different RPA tools and their trend
Compare different RPA tools
Understand the selection criteria for different RPA tools

Topics:
Different RPA tools available in the market
RPA tools trend
Comparing different RPA tools
Tools Selection checklist

Certification Project

TBD