Automation Anywhere

Enterprise Training
Day 1
GBS Robotic Automation Center
 Agenda – Day 1

• Personal Introductions • Task Properties/Options

– Name, Job Title, Organization, Work Location – Task Properties
and Tenure – Schedules and Triggers

• Capabilities and Limitations of the Tool • Applying Dell EMC Settings to Automation
Anywhere
• Architectural Setup of Automation Anywhere
– Auto Login Settings
– Control Room
– Email Server Settings
– Development Client
– Run Time Client • Recorders
– Task Editor – Web Recorder
– Screen Recorder
– SMART Recorder

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Introduction to RPA and
the RAC
 Introduction to RPA and the RAC

• Robotics Process Automation or RPA is a technology which mimics human actions in performing
repeatable, rule based tasks and is not intrusive (meaning it doesn’t require changes to
underlying systems) in nature

• Overview Video: https://inside.dell.com/videos/26178

• In the GBS Robotics Automation Center (RAC), we use Automation Anywhere software to
develop our RPA projects. Our BOTs maintain the ability to work 24x7x365 meaning an increase
in productivity while maintaining or improving accuracy.

Worldwide Competency Centers

 Bangalore India
 Franklin, MA USA

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Robotic Process Automation (RPA)
It automates rules-based business
RPA or the software “robot”
processes and interacts across all
is a list of tasks
systems, emulating a user

Benefits of RPA

Cost Savings - With automation of

01 work processes, administrative costs
can be reduced by up to 50%

24x7x365 Productivity - Robots can

Drag & Drop 02 work around the clock, on nights and
Commands weekends.

Speed - Reduce time spent on labor

03 intensive/repetitive tasks by 25%

Accuracy - Robots don't make

Tasks 04 judgment calls, and they don't get
tired.

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GBS ROBOTICS PROGRAM TIMELINE
• 100+ Developers
• 200+ workloads in pipeline
• 57 “Bots” / 100+ Processes
• Vendor Evaluation • >90 aFTEs
with 3 Top Suppliers • Industry Accolades
• Infrastructure setup • Innovation
with EMC IT • Process Improvement

RESEARCH Q3 2015 PILOT

TODAY
Q2 2015 ASSESSMENT Q4 2015 FULL DEPLOYMENT

• Pilots
• 3 Month Industry
• Offer Letters
Research with • Renewal Quotes
Gartner, Accenture, • HR Reporting
KPMG • Employee Training
• 57 resources
X
• 2 competency
 centers

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Three Tiered Partnership for Robotics

01
Business Users
Development • Enhancements • Service Management

Robotic Automation Center (RAC)

Methodology • Standards • Production • SMEs •
Application Support • Complex Development

IT Infrastructure
Servers • Security • Architecture

Emphasis On
Coordinated Compliance, Mass Deployment Value Creation
Governance Security, and Velocity
Resilience

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RPA Infrastructure

• Development Client

• Control Room

• Run Time Client / “BOT”

• Robotic User ID

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SAMPLE AUTOMATIONS (in production)
FUNCTIONAL
PROCESS DESCRIPTION
AREA
Sales Email Notifications: Automates sending an email notification to the customer
Operations that their maintenance contract is about to expire
Customer Database Clean-Ups: Identification and removal of obsolete/duplicate data
Service based on service request numbers.

Finance / Contract Updates: This automation removes equipment from a maintenance

Bookings contract based on a customer request

Sales Systemic Updates: Updates a Salespersons Territory in the tracking system

Operations based on changes that have taken place.

Quoting and Bookings: Automated the process of creating a renewal

Sales
maintenance contract quote for all values under $5K and emailed it directly to
Operations
the customer.
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THE ROBOT AT WORK – BACKLOG REPORT

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THE ROBOT AT WORK – TRANSFER OF TITLE

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THE ROBOT AT WORK – QUOTE CREATION

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JOINING US ON INSIDE DELL

• RAC Inside Dell Page:

https://inside.dell.com/groups/robotic-automation-center
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 What Processes 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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Automation Anywhere
Architecture
 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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 Automation Anywhere Enterprise

 Control Room

Automation Anywhere
 Development Client Automation Anywhere
Enterprise Enterprise
Development Clients Run Time Clients

 Runtime Client

Automation Anywhere
Control Room

Automation Anywhere Automation Anywhere

Enterprise Enterprise
Development Clients Run Time Clients

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 Control Room
Regulate development and deployment

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 Log into the Control Room

• You should have received an email from

admin.rac@emc.com that contains your
username. It will also include a link to set up
your password.

• Control Room Links:

• Legacy EMC
http://gbsrpabprd02.corp.emc.com:8080/controlroom
• Legacy EMC Training
http://gbsrpacprd03.corp.emc.com:8080/controlroom
• Legacy DELL
• http://ausiwrpaapp01.aus.amer.dell.com:8080/control
room/
• Legacy DELL Training
• http://auspwrpacntrlrm.aus.amer.dell.com:8080/contr
olroom/

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 Development Client

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 Run Time Client

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 Task Editor

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Task Properties\Options
 Task Properties (General)

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 Task Properties (General)

• The General Tab show generic information about your task:

– File Name
– Created Date
– Status – Shows the status of the last run (Complete, Failed or Blank)
– View Log – Brings up a log file to show all historical information about previous runs of the task
– Last Run Time
– Mouse Clicks/Keystrokes – Number of mouse click or keystroke commands within task
– Priority – Determines how critical the task is to run compared to other tasks (Low, Medium or High)
– Timeout – Aborts the task after x minutes of inactivity
– Enable this task to run with other similar files or window titles – will allow the task to determine all
windows of a certain program to change windows without editing code
– Description/Notes – Personal Notes or Description of the Task

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 Task Properties (Other)

• Repeat
– Allows you to repeat the task a specified number of times or specified amount of time. You can also choose
the delay between repeats and force the task to continue with the next repeat if an error is found
– This feature is useful for testing tasks or running routine maintenance tasks

• Speed
– Gives you the ability to see the duration of the previous run as well as giving you the ability to change the
replay speed of a recorded task

• Notification
– Gives you the ability to send a generic email to one or more email addresses upon completion of the task

• Hotkey
– Gives you the ability to choose a hotkey or shortcut to launch the task. This shortcut can be pressed without
Automation Anywhere running and the task will start

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 Task Properties (Security)

• Task security allows you to apply a password to your task to ensure nobody can edit or run your
task without proper access (the password)

• Prompt and Verify Password

– When you specify a password, you can choose if Automation Anywhere should prompt the user for the
password before running and/or editing the task

• Auto-Login Advanced Settings

– Running task in stealth mode
› Stealth mode runs the task in the background while in auto-login mode to ensure that any unauthorized users cannot see the
applications and information that would be on the screen
– Disable mouse and keyboard
› Disables both the mouse and keyboard while in Auto-Login mode to prevent unauthorized users from gaining control of a task
that is currently running

• Security applied to a parent task, is inherited by any child tasks

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 Schedule and Trigger

• Schedule
– Your Automation Task will be launched based
on a set scheduled time and cadence

• Trigger
– Your Automation Task will be launched upon a
change that occurred on the system

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Setup of AA Options
 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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 Email Settings

• Email Setting must be set up in order to send

emails from Automation Anywhere

• Our email server does not use a secure

connection (SSL/TLS) and it does not require
authentication

• The go green message is entirely optional

• Email Settings:
– EMC Host: mailhub.lss.emc.com
– Dell Host: smtp-out.us.dell.com
– Port (Both): 25
– *settings should match the picture 

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 Automation Anywhere Account

• An Automation Anywhere account allows you

to access AA’s entire help catalog on your
own. It is an excellent resource and we
recommend you sign up for one

• To sign up for an account:

– Click on Login from Development Client
› Located in the Top Right (Under Minimize)
– Click Create an Account
– Fill Out the Form and Click Submit
– Note: The confirmation email will show up in the
email digest, so you must release and safe list
the message to sign up

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Recorder/SMART
Command Overview
 The Different Recorders

• SMART Recorder
– SMART Technology ideal for desktop applications
– Records based on a provided window title
– Captures objects based on name, type and data layer (not visible)
– User can view captured properties or set values/text within the recorded object

• Screen Recorder
– Captures all mouse events; movements, clicks, click and drag
– Captures all keystrokes as Insert Keystrokes

• 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 tool, supports Internet Explorer 100%

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 Selecting a Recorder

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 Exercise – Web Recorder

• Exercise 1:
– Navigate to Inside Dell (www.inside.dell.com)
– Browse  Groups
– Change Page Layout to Details
– Capture the Top Result into a New Variable called “vGroup”

• Exercise 2:
– Navigate to Inside Dell (www.inside.dell.com)
– Browse  Groups
– Change Page Layout to Details
– Capture all results along with group type (Open/Private)
– Export data into CSV “D:\Groups.csv”

• Exercise 3:
– Navigate to Inside Dell (www.inside.dell.com)
– Click on “Inside DELL Help”
– Capture the Recent Content Table
– Export data into CSV “D:\Help.csv”

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 Exercise – Screen Recorder

• Exercise 1:
– Navigate to Inside Dell (www.inside.dell.com)
– Browse  Groups
– Change Page Layout to Details
– Click on the Top Result

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 Exercise – SMART Recorder

• Exercise:
– Navigate to Inside Dell (www.inside.dell.com)
– Click on Find People
– Click on Org Chart
– Click “View in Org Chart” Next to Your Manager’s Name

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