RPA Robotic Process Automation

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About The Course
This course aims to make you understand the concepts around Robotic Process Automation using the leading RPA tool named ‘UiPath’. Robotic Process Automation is the automation of repetitive and rule based human tasks working with the software applications at the presentation/UI level i.e. no software integrations are needed at middleware, server or database levels. In this course, you will learn about the RPA concepts and will gain in-depth knowledge on UiPath tool using which you will be able to automate real-world processes at the enterprise level such as Insurance Claims Processing, Accounts Payable / Purchase Orders Processing, Invoice Processing, Complaints Management, Customer Feedback Analysis, Employee Onboarding, Compliance Reporting, and many more.


Module 1
Robotic Process Automation Concepts
Goal : In this module, you will learn about various RPA concepts and RPA tools
Upon completing this module, you should be able to:
✓ Know about the concepts of RPA
✓ Understand how Robotic Process Automation works.
✓ Understand the types of Bots
✓ Learn the RPA development methodology
✓ Handle exceptions
✓ Know about various RPA tools and their selection criteria
✓ Differentiating RPA from Automation
✓ Why to automate repetitive tasks/process
✓ What is Robotic Process Automation
✓ Benefits of Robotic Process Automation
✓ How Robotic Process Automation works
✓ RPA development methodology and key considerations
✓ Types of Bots
✓ Exception Handling
✓ Security in RPA and Credential Management
✓ List of Robotic Process Automation Tools
Hands On:
✓ Use Case to perform a critical analysis of a situation that a company is facing w.r.t consumer loan applications processing. And to provide your suggestions to address the challenges being faced by this company
Module 2
Overview of UiPath
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 and its platform components
✓ Install UiPath Community Edition Software
✓ Get an overview on the types of Projects in UiPath
✓ Understand UiPath User Interface
✓ Know different Automation Activity Packages
✓ Work with workflow activities
Introduction to UiPath
Types of Projects
✓ Blank
✓ Simple Process
✓ Agent Process Improvement
✓ Transactional Business Processes
Hands On:
✓ Using component creation strategies and related metadata
✓ Using Angular lifecycle hooks
✓ Working with Services and Dependency Injection
✓ Multiple Modules
✓ Inbuilt Directives and Forms
✓ Inbuilt Pipes

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
✓ Know what is UI Automation
✓ Understand different System Activities
✓ Configure Properties of Automated Tasks
✓ Understand Variables and their usage
✓ View Output in UiPath
✓ Use Arguments
✓ Import Packages for a Custom Use Case
✓ UI Automation
• Element
• Text
• Image
• Browser
• Window ✓ System
• File
• Clipboard
• Application
• Environment
• PowerShell
• Dialog
✓ Properties
✓ Variables
• Managing Variables
• Naming Best Practices
• The Variables Panel
• Types of Variables
✓ Output Panel
✓ Arguments
• Managing Arguments
• Naming Best Practices
• The Arguments Tab
• Using Arguments
✓ Import
• About Imported Namespaces
• Importing New Namespaces
✓ Implement Text and Image Automation using UI Automation and OCR
✓ Working with key UI Automation and System Activities
✓ Set Properties for Activities
✓ Using Variables and Arguments
✓ Importing Namespaces
✓ Use Case for building and leveraging a reusable workflow
✓ Use Case for Text and Image Automation
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
✓ User Events
• Element Trigger
• Image Trigger
• System Trigger ✓ App Integration
• Excel
• Mail Automation ✓ Recorder
• Introduction to Recorder
• Recording Types
• Automatic Recording and Manual Recording
• Example of Automatic Recording with Basic and Desktop
• Example of Automatic Recording with Web
✓ Scraping
• Screen Scraping
• Data Scraping
✓ Selector
• About Selectors
• Selectors with Wildcards
• Full versus Partial Selectors


✓ Managing User Events
✓ Automating Excel
✓ Automate Data from Mail
✓ Using Recorder
✓ Scraping data from Screen
✓ Scraping data from Web
✓ Using Selectors
✓ Use Case for Data Scraping from web
✓ Use Case for working with data from Excel
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:
✓ Know what is a Workflow
✓ Understand Orchestrator
✓ Create and Execute automations in a virtual environment using Citrix Automation
✓ Implement Data Manipulation
✓ Perform PDF Automation
✓ Control Flow
✓ Flowcharts
✓ State Machine
✓ Checkpoint
✓ Invoke
• Orchestrator
✓ Queues
✓ Assets
✓ Process
• Citrix Automation
✓ Introduction to Citrix Automation
✓ Automating Virtual Environments using Citrix
✓ Automating Text and Image in the Virtual Environment
✓ Image to Text Conversion in Virtual Environment
• Data Manipulation
• PDF Automation
✓ PDF Data Extraction and Automation
✓ Designing Workflow
✓ Using Citrix Automation
✓ Data Manipulation
✓ Data Extraction using PDF
Module 6
Programming and Troubleshooting
Goal: In this module, you will learn about Programming 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
• Programming
✓ Collection
✓ String
✓ Data Table
✓ Debug
✓ Execute
✓ GenricValue
• Project Organization
✓ Extract as Workflow
✓ Workspace overview
✓ How to model a complex automation process
• Error Handling
✓ Rethrow
✓ Terminate Workflow
✓ Throw
✓ Try Catch
✓ Using Programming Activities in UiPath
✓ Automation using Data Tables
✓ Organizing Complex Projects
✓ Different ways of Error Handling
✓ Use Case for manipulating data through collections and data tables


Module 7
Orchestrator CE & Other RPA Tools
Goal: In this module, you will learn about Orchestrator CE and other top 5 RPA tools
Objectives: After completing this module, you should be able to:
✓ Deep Dive into Orchestrator Community Edition
✓ Know about different RPA tools and their trend
✓ Deep Dive into Orchestrator Community Edition
✓ Know about different RPA tools and their trend
Module 8
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.
Objectives: After completing this module, you should be able to
✓ Work through an RPA project from development and testing perspective
✓ Customer Feedback Collection, Analysis and Reporting – A health fitness product company “HealthFit” manufactures wearable health fitness products. They launch their products at regular intervals and sell them through two major channels – an online e-commerce portal and brick-and-mortar retail stores across India. They constantly want to know how their customers are feeling about their products. The company wants to improve its products and Sales process based on the issues shared by their customers as well as by leveraging positive feedback.
To achieve this, HealthFit has been collecting customer feedback data from their retail store partners as well as by visiting the online portal. Their retail store partners contact customers who have bought HealthFit wearables and collect their feedback in an excel sheet template. Retail stores then send excel based feedback to the product company (HealthFit) on a weekly basis to cf@HealthFit.com with a subject “Customer Feedback – <StoreName>”.
With the current process, the HealthFit is struggling to process the data accurately and in a timely manner. To solve this problem, HealthFit is being advised to automate the entire process using RPA so that they receive accurate and timely insights for decision making on a daily basis (based on whatever data is received). To achieve this, you are required to automate this process using UiPath RPA for HealthFit, as follows:
1. Configurable: Use configuration file for initializing project level global input/config data
2. Modular: Design the solution by logically breaking the process in sub-flows and explore automating them independently (reusability)
3. Manage Exceptions: Handle business as well as application level exceptions
4. Coding Standard: Use coding practices consistently
5. Logging: Log operational messages and errors
6. Credentials: No hardcoding of sensitive data. Use Windows Credential Manager for credentials.
7. (Bonus) Deployment: In addition to running the robot in the desktop mode and getting the process completed, also deploy the process on Orchestrator to monitor and control the robot from a central place




Course Content

Time: 10 weeks

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