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● Web recorder: to web based processes, extracting data or filling web forms.
Internet related task action. Allows to open web pages, login, search, extract
data, test online apps. It understands all the web objects and contorls, such as:
URL command line, Drop-down menus and command bar icons, web page text field,
graphics, buttons, navigation and hotspot links, forms.
Workbench
Business process specialist, IT.
● Action list: task bots, meta bots
● Command panel.
● Actions buttons: create,execute,save new task/meta bot.
● Error view: manage error, debug, simultaneous update.
● Variable manager: display user defined local variable, used to add, modify,
and copy variables
● Bot dependencies: export dependent files (doc, docx, xls, xlsx, csv, mvp,
pkxm,exe, pdf, txt, jpg, png, pnp, xlm), upload files to control room and deploy
while running the taskbot.
● Filter.
The workbech library consists of more than 500 commands at its disposal.
Any command can be either double-clicked or dragged and dropped to insert it
into any task
Command library
● Commands
○ Excel: copy data, delete row/col, compare, extract & transfer data
○ Read from CSV/text: read list separated, multiple lines, ANSI, Unicode,UTF-
8.
○ Database: transfer data, import, export, convert.
○ Email automation: monitoring email activity, incoming email, download
attach,clearing unwanted email.
○ Delay: wait time.
○ String operations: length, extract portion text, manipulate, sort, compare.
○ PDF integration: convert to img, extract form & text, encrypt/decrypt.
Variables
Types:
● Default or system variables: predefined by AA, available in all tasks.
● Local or user defined variables: defined by user for a task, only available
there.
Based on values
● List variable: multiple values, single dimension.
● Array variables: multi dimensional (row, columns).
● Value variable: single value, multiple places.
● Random variable: generate random int or string.
● Dictionary variable: value o directamente de un csv.
Variable manager
● Show system variable
● Prompt assignment: value variable
● My list variable: list of variable
Loop command
● Start loop, end loop.
● Includes series of commands executed repeatedly.
● Execute multiple records one by one.
● 4 structures to create
○ Start: define series of actions to automate until condition is
met
○ End: is inserted along start
○ Exit: break a loop when additional condition is met. Between
start and end.
○ Continue: continue next iteration of a loop. With condition
between start and end.
● Subcommands of start loop:
○ Times: #Loops through specific task. $Counter$ -> Integer
○ Condition: run action based on conditions that already exists.
(if/else command).
○ Each row in a IE explorer: use with extract table of web
recorder. $Table Columns$, $Excel columns$ stores cell values.
○ Each file in a folder: all files in a folder. $FileName$
○ Each row in a CSV/Text file: until last row of data. $Filedata
Column$
○ Each email msg on server.
○ List: select existing variable, determine #loops.
○ Each row excel dataset: get multiple cells. $Excel column$.
○ Each row in sql query dataset: until selected data is populated
in sql dataset.
○ Each folder in a folder: until last subfolder. $Folder Name$
○ Each node in XML dataset: until last row of data. $XML Data
Node$
Para obtener los datos de una queue solo debemos asociar la Qeue Category y usar la
variable $Work Item$. Para insertar elemento en una queue usar el comando Insert
Work Item.
Subcommands
● Begin error handling
● End error handling
Handlings (Options)
● Take snapshot: screenshot of error screen a file. Saved in temp
folder.
● Run task: run another task.
● Log data into file.
● Send email: attached snapshot or text file containing the value of
all variables.
● Variable assignment: set a variable and
Manage web control: Web Controls are objects on webpages that run when the page is
requested and render markup to a browser. This command assists in capturing objects
on the web page and work with item.
Objects on web pages captured by this command.
● Links
● Drop Down menus
● Checkboxes
● Radio buttons
Subcommands are located inside web recorder. Para ver los detalles de un objeto
capturado utilizar la vista Advanced View
Log to file
Create log file with info in txt of CSV.
Encoding: ansi, unicode or UTF-8.
IF/Else command
Subcommands
● File exists/ does not exists.
● Folder exists/ does not exists.
● Windows exists/ does not exists (program , error has occurred, file
download has completed.
● Application running/ not running (even in the background).
● Script successful/ unsuccessful: integrates third-party scripts (VB
scripts, javascript).
● Task successful/ unsuccessful: depending return code.
● Ping successful/ unsuccessful: checks whether a machine or server is
running, and takes apropiaste action based on the result.
● Variable: copy data from app or website, numeric string. Compare to
variable or fixed data.
● Web control: if exists on web page, used editing logic of task bots
created using web recorder.
● File date: checks date & time, date ranges using between or before
keywords.
● File size: comparison.
● Services running/not running.
● Image recognition: if img exists within another img.
● Window control: if specific control exists in active windows such as
command buttons, list box items, text boxes or menu tabs.
● Object Properties
Object cloning command: capture windows that use Flex, HTML, Java, Silverlight
Create and play tasks that used technology specific apps.
3 modes to capture objects from desktop and web based apps.
● Object.
● Coordinates: fixed positions.
● Image.
Recapture image for any discrepancy in captured coordinates or image.
Introduction to metabot
● Elements
○ Visual screen captures (GUI components of an app).
○ API (interfaces allow low-level operations). External dlls.
○ Navigational flows (pre config. use cases of an app). Logic.
● Reusable building blocks. Automation blueprints.
METABOT Designer
Bot creator user with metabot repository access permissions.
With enabled version control: bot creator can checkout for editing and view
history.
Need required access privileges by control room admin to access metabots.
Workspace:
● Assets: visual captures, APIs, dlls.
○ Each metabot in its own tab.
○ Add folder: manage.
○ Add screen: add single screen for exec. app running. It has to
be open.
■ Standar or OCR (capture objects over other apps
like citrix).
○ Record screen: captures multiple screens (UI elements as menu
items, popup that are not captured in add screen).
○ Add DLL: add API or dll in your metabot.
○ Configure: edit properties.
○ Calibrate: compare existing screen with a new.
○ Delete: it deletes metabot in metabot designer, it does not
delete it from control room).
○ If an app has multiples exe’s you are required to create a
separate metabot for each.
● Logic: navigational flows based on available assets.
○ Add folder.
○ Add logic: create navigational flow.
○ Record logics.
○ Edit.
○ Delete.
● Type:
○ Application specific.
○ All applications (images from multiple applications).
Device Pool Admin: Permite a los usuarios ver, crear y administrar todos los grupos
de dispositivos.
Device Pool Owner: puede ver,edit y delete the device pool. Ademas de asignar a
otro owner. Se asigna por usuario.
Device Pool Consumer: Se asigna por rol.
Benefits
● Centralizes definition and management of W.I.
● Process queues on a collection of devices.
● Add queues manually and automatically.
● Enhance the control of queues with specific roles and permissions.
Components
● Queues: collection of work items.
○ Create, update and control WI in queues. Solo usuarios con
privilegios de Owner Qeueue pueden crear una cola.
○ Created by control room admin with create queue privilege. Solo un
administrador de la sala de control con permiso de crear colas puede crear una.
○ Define his column manually or by excel worksheet.
○ Solo puede ver las colas de las que sea owner, participant o
consumer.
○ If queue is not in use or in draft, name and status will show not
applicable N/A.
○ Panel: search bar, refresh, delete, show/hide columns. Status, name,
my access, automation name, automation status.
● SLA Calculator: asses how long will it take to process WI based on device
pool size.
○ Define number of WI and number of devices required to process.
○ Needs SLA calculator permissions.
○ Panel: 2 tabs
■ Automation: select an active automation for SLA calculation.
■ Calculation: populates the number of WI processed and average
processing time of a WI for an automation.
Status de Queue
● In use (automatizacion asignada).
● Draft (WI not structured, not defined).
● Not in Use (automatizacion no asignada).
Queue Admin: Permite a los usuarios ver y administrar todas las listas de
prioridad.
Queue Owner: Puede crear y adminsitrar una o más listas de prioridad. Ademas puede
agregar wortk items. Se asigna por usuario.
Queue Participant: Puede ver la cola y agregar work items, pero no puede editar
otras propiedades de la cola. Se asigna por roles.
Queue Consumer: Puede ver la cola y sus work items. Puede usar la cola cuando
corren bots. Se asigna por rol.
Migration
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