Robotic Process Automation

(CSUA40182B)

Mrs. Leena A Deshpande

Leena.deshpande@viit.ac.in

Department of Computer Engineering

BRACT’S, Vishwakarma Institute of Information Technology, Pune-48

(An Autonomous Institute affiliated to Savitribai Phule Pune University)

(NBA and NAAC accredited, ISO 9001:2015 certified)
Unit II
• Dashboard in Automation Anywhere
• Task Bots, Recording the task. , Create Task, .Task Editor and its usages
.Features in Task Editor. Dashboard applications.
Two types of BOTS : Broad category
Attended Bots Unattended Bots

Handle tasks for an employee Automates back offices processes

The user directs a bot to perform a Bots complete processes without any
task human intervention

Users can trigger a bot any time Bots complete the tasks according to
the pre-determined schedule.
Bot Creator user interface

• Task editor
• A workbench used when creating a bot. It provides a commands panel, task actions list for
design or code views, actions buttons, variable manager panels, filters, and search. See Create
a bot.
• Event watcher
• An executable service. See Viewing System Logs.
• Reports
• Graphical reports that display the status of tasks and workflows, as well as the ROI over time.
See What is a Report?.
• Bot Player
• Service invoked by the Enterprise Client. See Postupgrade checklist.
• Bot Creator background services provide the following functions:
Auto-login
• Bots logging into the target machines to complete tasks, using the provided
credentials.
• Control Room communications
• Managing communication between the Enterprise Client and Control Room.
• Local scheduler
• Component that runs the bots per the specified schedule on the machine that
is local relative to the bot tasks.
 TaskBots
• TaskBots: are used to automate rule-based business processes which
use structured data. TaskBots are built using solution accelerators
(such as SMART Recorder, extensive command library) available in Bot
Creator.
• TaskBots are built for Object-based, Image-based or Coordinate-based
automation, depending on the application type. TaskBot properties
can also be configured to set automation triggers, execution
priority, bot timeout, bot re-runs, alert notifications and security
controls.
Recording in AA
• Automation Anywhere records activities, including keystrokes, mouse
movements and mouse clicks.
• Before recording task, take these best practices into consideration:
• Avoid using mouse clicks
• Use keystrokes and shortcuts when possible
• Maximize all windows
• Avoid clicking applications that are not part of the process you want to record
and automate
• Record the task at low speed
• Avoid dragging windows while recording
• Avoid double-clicking on application icons to start applications while recording
Procedure
• Click Record.
• The Enterprise Client window disappears from view, and a small Stop
Recording window appears.
• Perform the actions to record.
• Open applications, new windows, click buttons, fill in forms, search a
website, and so on.
• Click Stop.
• Record simple tasks that run on the computer.
• Stop when finished recording the task. The Save Task window is displayed.
• Enter the directory name to save the recorded task.
• Supply name or accept the default directory, My Tasks.
• Enter a name for the recorded task.
• Optionally, select Create Shortcut on Desktop to provide a shortcut on the desktop to run the
recorded task.
• Note: Create the shortcut after saving the task as follows:
• In the Enterprise Client window, select the task in the Task List.
• Right-click on the task, and choose Send To→ Desktop (Create Shortcut).
• Save the task.
• If necessary, enter a password to protect the task.
Task Editor components
• The Task Editor provides the following user interface components:
• Drag and drop Commands panel
• Task Actions List in Design view, Code view, or both.
• Action buttons
• Variable Manager panels
• Filters
• Search capabilities
• The Task Actions List bar provides buttons for manipulating
commands. The following options are available:
• Edit: Opens the command settings window to enable you to edit them.
• Delete: Removes the command from the Actions List.
• Copy: Copies a command for use in another location of the task.
• Paste: Pastes a copied command at the location below the cursor.
Task Editor Actions :
• Actions: Click the Actions button to select one of the following actions :
• Bulk Edit: Make changes to multiple Delay or Keystroke commands simultaneously.
• Duplicate: Duplicate a command in the location below the selected command.
• Convert to Variable: Convert a Keystroke command to a variable.
• Convert to Prompt: Convert a Keystroke command to a prompt message.
• Convert to if Web Control Exists: Runs the command if the specified Web control exists.
• Convert If Windows Control Exists: Runs the command if the specified Windows control exists.
• Insert If Condition: Inserts an IF condition for a selected block of commands.
• Insert Error Handling: Inserts an Error Handling command for a selected block of commands.
• Change Window Title: Change the name of a window title to one or more application windows.
• Run from this Step: Runs the task when encountering this command.
• Enable: Activates a command.
• Disable: Disables a command.
• Move Up:Moves a command up in the Task Action List.
• Move Down:Moves a command down in the Task Action List.
Commands to access excel

• Copy data from one Excel spreadsheet to another.

• Extract data from an application to an Excel spreadsheet.
• Extract data from a website to an Excel spreadsheet.
• Move data from an Excel spreadsheet to another application.
• Transfer data from Microsoft Access to Excel.
• Transfer Excel data to a website form.
• Delete rows or columns in Excel.
• Compare two columns or two cells in an Excel spreadsheet.
• Sort data in Excel spreadsheets and delete duplicate rows.
• Find/Replace
• Searches spreadsheet for cells that contain a matching value, and
optionally replaces cell contents with the new value.
• Specific Sheet Name: Select this check box if working with multiple
spreadsheets to specify the sheet name.
Open Spreadsheet
• Opens an Excel spreadsheet based on selected Spreadsheet Path.
• Note: Do not use the same session name in the Open spreadsheet command more than one time within the
same bot. This is applicable even if the open command is commented out.
• Specific Sheet Name: Select this check box if working with multiple spreadsheets to specify the sheet name.
• Contains Header: Select this check box to retrieve data from a spreadsheet that contains headings in the first
row. You can enable this option to apply it to later operations in the session.
• Load Add-ins: Select this check box if working with a spreadsheet in which add-ins are required.
• Advanced View:
• Spreadsheet Password: Select this check box to open a password protected spreadsheet. Specify the
passwords to open and modify the spreadsheet.
• Press the F2 key to insert a Credential Variable for enhanced security. See Assigning credential variables from
credential lockers.

• Open Read-Only Recommended Spreadsheet: Select this check box to open a spreadsheet in Read Only
Mode or Editable Mode.
Dashboards overview
• The Control Room dashboard
• provides graphical insight into your RPA infrastructure so that you can
analyze, interpret, and make informed decisions for your bots.
Why use dashboards?
• Leverage real-time analytics to make business decisions.
• Enforce corrective actions on resource allocations, configurations, and
automation sequence based on operational details.
• Generate customizable dashboards specific to each entity using
features, for example, filtering and sorting, to identify and alert
abnormal activities.
• Get insight into all operational details of the bots as they are running.
• Ensure comprehensive insight into digital workforce performance by
setting the time bar for each widget.
Operational analytics
Monitor the performance of a bot, task status, past and
upcoming schedules of tasks, audit information, utilization of
various resources, workload status, and health of the machine
on which the tasks are running.
The dashboards available for operational analytics are home,
bots, devices, audit, and workload.
Business analytics
Leverage transactional analytics information to make business
decisions, for example, the total sales in a month, invoicing and
payment trends, insight about new customers, and quote to
order ratio.
Access business analytics from the Insights dashboard in the
Control Room.
• View Dashboard permissions can view the workload status of device pools,
queues, and work items in the Executive or Operation Manager Dashboards.
• Workload dashboard
• The Workload dashboard provides information about the status of device
pools, queues, and work items in the Executive dashboard tab and
the Operation Manager's dashboard tab.
• The Executive dashboard tab enables you to monitor the progress of the
queues for which you are an owner or a consumer. The Operation
Manager's tab enables you to monitor the queues for which you are an
owner, consumer, or participant.
EXECUTIVE DASHBOARD
• Device pools by backlog: Provides information about the device pools by backlog.
• It is measured as the time required to complete the existing work item from all
automation tasks in that pool.
• You can adjust the device pool size or reorder the automation tasks as per your
requirement.
• Queues by time to complete: Provides information about the list of queues
ordered by time to complete.
• It is measured as the time required to complete the existing work items.
• You can pause or change the priority of an automation task.
• You can click an individual queue to view details such as queue name, number of
open items, average processing time, and expected time to complete.
• Queue status: Provides information about the queues that are
processed in the last 7 days.
• The status for the work items of each queue is displayed and enables
you to monitor the progress of your workload items.
• Queue with average processing time: Provides information about the
queues that were processed in the last 7 days with the average
processing time.
• The queues listed are based on the average processing time for a
work item compared to a daily average.
OPERATION MANAGER'S
DASHBOARD
• Device pools by FTE: Enables you to view pools in descending order of Full Time
Equivalent (FTE).
• This allows you to evaluate the value of each pool in the equivalent manual effort
required to process the same work item.
• Pools by decreasing error rate: Enables you to view pools ordered by decreasing error
rate and enables you to identify the pools that require attention.
• The error rate is calculated as the number of work items with an error by the number of
work items processed from that pool.
• Device pools by backlog: Provides information about the device pools by backlog
• . The device pool backlog is measured as the time required to complete the existing work
item from all automation tasks in that pool.
• You can adjust the device pool size or reorder the automation tasks as per your required.
OPERATION MANAGER'S
DASHBOARD..
• Queues with average wait time: Enables you to view the list of queues that
are processed in the last 7 days with the average wait time. T
• his helps you to decide whether to increase the priority or pool size as per
your business needs.
• The wait time is calculated by subtracting the processing start time from the
automation start or resume time.
• Queues by decreasing error rate: Enables you to view the list of queues
ordered by decreasing error rate and helps you identify the queues that
require attention.
• The error rate is calculated as the number of work items with error divided by
the number of work items processed from that pool.
Task to perform the analysis on simple BOT
• Create a csv file having following information
• Sno, rno,, student name, branch, cgpa, email address
• E.g 1,121,XYZ,Computer, 7.6,xyz.Deshpande@viit.ac.in
• Use assign string, assign numbers to assign the labels of csv files to
these variables
• Use analyse action
• And Close
How to create a Dashboard
• Bot insight
• https://www.youtube.com/watch?v=1clTIG3eD1M
• https://www.youtube.com/watch?v=IemcZf01vEc&t=763s