The future of Automation

Presentation Title Presentation Title

Second Line

Author
Title
 Robotic Process
Automation Design & Development

18CS745

Module:2

Prepared by:
NAEEM AHMED, AP, Dept of ECE, MVJCE
Approved by AICTE |Affiliated to VTU | Recognized by UGC with 2(f) & 12(B) status |Accredited by NBA and NAAC 2
 Book Referred
1. Tom I'aulli, The Robotic Process Automation llandbook:A
Guide to Implementing
RPA Systems,2020,lSBN-13 (electronic):978-7-4842-5729-6,
Publisher : A press

2. Alok Mani Tripathi, Learning Robotic Process Automation,

Publisher: Packt
Publishing Release Date: March 2018 ISBN: 9787788470940

Approved by AICTE |Affiliated to VTU | Recognized by UGC with 2(f) & 12(B) status |Accredited by NBA and NAAC 3
 Contents for IA-1
Module-l
RPA Foundations- What is RPA - Irlavors of RPA- I{istory of RPA- The 0B
Benefits of RPA- The downsides of RPA- RPA Compared to BPO, BPM and BPA
- Consumer Willingness for Automation- The Workforce of the Future- RPA
Skills-On-Premise Vs. the Cloud- Web Technology- Programming Languages
and Low Code- 0CR-Databases-APls- Al-Cognitive Automation-Agile, Scrum,
Kanban and Waterfall0 Devops- Flowcharts.
Textbook 1: Ch 1, Ch 2, RBTtLL,L2
Module-2
RPA Platforms- Components of I{PA- IIPA Platforms-About Ui Path- About 0B
UiPath - The future of automation - Ilecord and PIay - Downloading and
installing UiPath Studio -Learning Ui Path Studio- - Task recorder - Step-bystep
examples using the recorder.
Textbook 2= Ch l,Ch 2, RBT; LL, LZ

Approved by AICTE |Affiliated to VTU | Recognized by UGC with 2(f) & 12(B) status |Accredited by NBA and NAAC 4
Rise of the Robots

30 %
Cost reduction for business
33 %
of all highly skilled work done by doctors, lawyers,
operations by 2018 expert engineers and professors will be replaced by 2023
through smart machines by smart machines or by less skilled (non specialist)
and industrialized services humans assisted by cognitive computing technology.
Gartner 2015 Inspired by Gartner 2015

5
1. Introduction

2. Changing the future with Robotics

3. The role of Pega Robotics and

Intelligence

4. Closing remarks and questions

6
1.
Introduction
2. Changing the future with Robotics

3. The role of Pega Robotics and

Intelligence

4. Closing remarks and questions

7
Yesterday
Two Types of Resources to Do All Work

Man Machine
Business IT
Agile Rigid
Fast adaptability Slow adaptability
Low speed / volume High speed / volume
High transaction costs Low transaction costs

8
Today
Introducing the 3rd Workforce

Man Robot Machine

Business Business & IT IT
Agile Agile Rigid
Fast adaptability Fast adaptability Slow adaptability
Low speed/volume High speed/volume High speed/volume
High transaction Low transaction Low transaction costs
costs costs

9
Robotics Spectrum

Cognitive Computing / Digital / Virtual

Desktop automation Process Automation
Autonomic Assistants
Solutions
Consolidating data from Applying technology to Systems that gain knowledge Computer-generated character
multiple sources into a single manipulate existing from data as “experience” that simulates a conversation.
view to complete a process. application software to and apply what is learned in Learns and builds an AI“Brain”
Automating keystrokes complete a process upcoming situations

10
Desktop Automation Case (88% faster)

Enabling user readiness: Launch in Context, Customer 360 View,

Alerts, Offers
Desktop Assistant

Streamline activity completion: Auto-notes

Process Accelerators / Guidance: “Click and go”

11
Robotics Spectrum

Cognitive Computing / Digital / Virtual

Desktop automation Process Automation
Autonomic Assistants
Solutions
Consolidating data from Applying technology to Systems that gain knowledge Computer-generated character
multiple sources into a single manipulate existing from data as “experience” that simulates a conversation.
view to complete a process. application software to and apply what is learned in Learns and builds an AI“Brain”
Automating keystrokes complete a process upcoming situations

12
Robotics Perform Tasks Across Platforms

Web SAP

Tools
Database

Utility Application
s

System
3270

13
Robotic Automation (80% faster – 99,6%
saving)
Case: Automate Card Order and Issue – Digital Bridge

$0,1

20%
35 sec

80%
145 sec $3

Robot time Time Reduced Cost reduction Robot cost

14
Faster Intelligent Automation

Workforce Intelligence Robotic Desktop Robotic Process

Automation Automation
• Big Data cloud-based analytics • Robotics Assisting the User • Robotics Acting as a User
for insights about your people, • Automate routine tasks to simplify • Fully automate business processes
process and technology the employee experience and to reduce costs, accelerate
improve the customer experience productivity and decrease errors

15
The Desktop Problem

16
Robotic Automation – The Sum of Two Parts

•Robotic Desktop •Robotic Process

Automation (RDA) Automation (RPA)
• Personal robots for • Unattended robots
• every employee replicating
• 100% of work
• Call center, retail, branches,
back office • Back office, operations,
• 20-50% improvement repetitive
across • 100% improvement
• large workforce groups across
• smaller sub-groups
• RDA also provides dashboards
and UI enhancements • Runs on a virtual server farm
(or under your desk) 17
Robotic Desktop Automation (RDA)
(Rapid ROI: Optimize Existing Desktop Workflows and Applications)

Enabling user readiness:

Launch in Context, Customer 360 View, Alerts, Offers
Desktop Assistant

Streamline activity completion: Auto-notes

Process Accelerators / Guidance: “Click and go”

18
RDA – The Optimized Robotic Desktop
The Optimized Robotic Desktop gives you

• Faster Implementation • Largest Impact

• Smarter Workers • Dashboards if Desired

• Faster Workers • Adaptive UI to Work Type

• Error Free Work • Process Guidance

• More Work Throughput • One Click Automation

• Auto Tracking
• Multi Tasking / Multi Roles
(Notes / Compliance)

• Faster Training • Enforced or Flexible flows

• Right First Time Achievements • Uncluttered Desktop

19
RPA – Compliance Bot – Financial Services
• Credit Card Fraud Notification
– New fraud regulatory rules and customer notification rules
drove requirements for additional checks and increased review

– Bots doing the work of over 300 workers per month

• 52,000 Man saved hours per month
• 15,000 transactions per day
‒ Auto dial customer
‒ Reduce ATM and Credit Card Limits
‒ Flag account
‒ Confirm charges genuine
‒ Reestablish account limits or forward to agent

20
RPA Productivity Bot – Insurance Police Reports

• The Savings
– 6 FTE to 1
– 4.8 Man-Year Savings
– 15,000 reports per day
21
RPA Customer Support Bot – Re-Issue
Activation
• Reduced contacted Customer Support Call center by 7 FTE per month
• 6667 transactions per month

22
Build Your Library of Robotic Automations
• Write once
• Deploy as RDA or RPA
• Fully managed to scale
• Deployable to thousands
• Enhance UI with RDA too
• Management console
• Audit every step you want
• Vigilant and tireless
• Fit for RDA, RPA, Web service enablement
• Robots to find places for other robots

23
 UiPath stack

In order to make the UiPath platform fully operational at an enterprise level, there
are various components that need to be in place. There are three basic components
in UiPath:
1. UiPath Studio
2. UiPath Robot
3. UiPath Orchestrator

The UiPath platform is available in two variations:

1. Enterprise Edition
2. Community Edition
The Community Edition can be used to learn UiPath free of cost.
 1. UiPath Studio
Let us understand all three components in detail.
• UiPath Studio is the development environment of UiPath.
• It is the primary tool to develop UiPath Robots.
• It can be used to configure steps of a task or launch a full recorder to record a sequence of
steps.
• The recording facility in the Studio is a game-changing feature for RPA tools.
• Its simplicity lets even nontechnical business users design/record steps of a process.
• Most of the configuration and coding in UiPath is visual.
• By using the drag-drop facility from the toolbox, you may write a whole sequence of
workflows to perform a set of tasks by Robots.
• These steps look like a data flow diagram and are very easy to understand.
• It is one of the simplest visual flow diagramming tools.
 2. UiPath Robot
• UiPath Robot is a Windows service that can open interactive/non-interactive
window sessions to execute processes or a set of steps, developed or recorded
using UiPath Studio.
• Sometimes, it is also called an execution agent as it executes automation
projects, or a runtime agent as it executes instructions generated by
developing or recording processes in UiPath Studio.
• These Robots can be controlled by Orchestrator, which is part of the
Enterprise Edition.
• In most of our examples, we will refer to the Community Edition, which does
not have Orchestrator, and the installed Robot will work independently in
user mode.
• If you opted for Orchestrator, you can control Robots irrespective of whether
it is installed on a user machine, in user mode, or on a serve.
 2. UiPath Robot Continue…

Types of Robots

The following are types of Robots:

1. Attended: It operates on the same workstation as a human to

help the user accomplish daily tasks

2. Unattended: It can run unattended in virtual environments and

can automate any number of processes.

3. Free: Can be used only for development and testing purposes,

not in a production environment.
 3. UiPath Orchestrator

• UiPath Orchestrator is a server-based application that lets you

orchestrate your Robots, hence the name Orchestrator.

• It runs on a server and connects to all the Robots within the network,
whether Attended, Unattended, or Free.

• It has a browser-based interface that enables the orchestration and

management of hundreds of Robots with a click.

• Orchestrator lets you manage the creation, monitoring, and deployment

of resources in your environment.
 3. UiPath Orchestrator Continue…
Orchestrator's main capabilities: Behind the scenes, Orchestrator
• It helps in creating and Server uses:
maintaining the connection
• IIS Server
between Robots
• It ensures the correct delivery of • SQL Server
the packages to Robots
• Elasticsearch
• It helps in managing the queues
• It helps in keeping track of the • Kibana
Robot identification
• It stores and indexes the logs to
SQL or Elasticsearch
 3. UiPath Orchestrator Continue…
Lucene
• We have the option to store information or logs in an SQL database or
Elasticsearch (which is based on Lucene).
• If the size of the data is small, then SQL will be preferred.
• However, if we have a large chunk of data and we also need some analysis on that
data, it becomes tedious.
• Here, text search engine tools such as Lucene come into play.
• Lucene is a free and open source information retrieval software library, originally
written in Java.
• It is a full-text search library that makes it easy to add search functionality to an
application or website.
 3. UiPath Orchestrator Continue…

Now, you may be wondering what the role of Elasticsearch is.

• Elasticsearch is built on top of the Lucene engine.
• It is a JSON-based architecture that can support the REST API model.
• Elasticsearch sends all the queries to the Lucene engine for analysing the text, and the
query is returned back to Elasticsearch.
• This result, in turn, is sent back to the client in JSON format.
• There is another tool that is frequently used with Elasticsearch, known as Kibana, which
is an open source data visualization plugin for Elasticsearch.
• It provides visualization capabilities on the content indexed on an Elasticsearch cluster.
• It is used to create bar charts, line charts, scatter plots, pie charts, and maps with large
volumes of data.
 3. UiPath Orchestrator Continue…

The following modules exist in UiPath Orchestrator and help in

managing the Robots:

• Robots

• Processes

• Jobs

• Schedules

• Assets

• Queues
 Downloading and installing UiPath Studio
Follow these steps to install UiPath Studio
1. First, go to the UiPath website (https:/ / www. uipath. com/)
2. Click on Try UiPath free option
3. You have register yourself. Sign up using gmail account.
 Downloading and installing UiPath Studio
4. You will then be directed to this page.
5. In the right side you will see Download Studio/StudioX option. Download it
 Downloading and installing UiPath Studio
6. Once the download is complete, open the downloaded file,
UiPathStudioSetup.exe, double click to start installation.
 Downloading and installing UiPath Studio
7. Once the installation is complete, Sign in page will appear on the screen.
Click on sign in & it will by default have your already registered account
name.
 Downloading and installing UiPath Studio
8. Click on continue. This completes your login.
 Downloading and installing UiPath Studio
9. After successful installation and complete login you will get this welcome
screen. Click on close.
 Downloading and installing UiPath Studio
10. This is the final UiPath Studio interface. This is how it will look after
installation.
 Learning UiPath Studio

• The UiPath Studio platform helps to design Robotic

processes with a visual interface.

• Automation in UiPath Studio requires no or very little

prior programming knowledge.

• It is a Flowchart-based modelling tool.

• Thus, automation is faster and more convenient

 Learning UiPath Studio
Projects Supported by UiPath Studio
1. Sequence:

• This is suitable for simple actions or tasks.

• It enables you to go from one activity to another, without interfering with your project.

• It consists of various activities.

• Creating sequences is also useful for debugging purposes.

• One activity from a particular sequence can easily be tracked.

• The Basic type of project can be started using the Blank option in the start tab and then
adding the sequence in the diagram from the toolbox.
 Learning UiPath Studio
Projects Supported by UiPath Studio
2. Flowchart:
• This is suitable for dealing with more complex projects.
• It enables you to integrate decisions and connect activities.
• To start this kind of project, choose the Flowchart - Simple Process option from
the new project menu.
3. Assistant:
• This is suitable for developing attended or Front Office Robots: sometimes these
Robots are called assistants.
• To start this kind of project, choose the Assistant - Agent Process Improvement
option from the new project menu.
 Learning UiPath Studio

Projects Supported by UiPath Studio

4. State machine:

• This is suitable for very large projects that use a finite number of
states in their execution, triggered by a condition.

• To start this kind of project, choose the Process - Transaction

Business Process option from the new project menu:
 Learning UiPath Studio
The user interface
1. When you first open UiPath Studio, you are directed to the page shown in the following screenshot:
 Learning UiPath Studio
The user interface
2. Click on Process & name it. Click on create
 Learning UiPath Studio
The user interface
3. We will then be directed to a screen, which will display the following:
 2

1
11
10

9
3

7 6 8 5
12
Learning UiPath Studio
The user interface
1. The Ribbon
2. Quick Access Toolbar
3. Designer panel
4. Properties panel
5. Outline panel
6. Arguments panel
7. Variable panel
8. Import panel
9. Activity panel
10. Library panel
11. Project panel
12. Output panel
 Task Recorder
1. The task recorder is the main reason for RPA's success.

2. With the task recorder, we can create a basic framework for automation.

3. The user's actions on the screen are recorded by the recorder and turned into a
recording sequence in the current project.

4. That's how Robots are able to mimic human actions.

5. The recording is collection of execution steps that has to be taken, on the

applications in the scope, in order to accomplish a task.

6. These steps can be recorded one by one (manually) by pointing it on the screen or
many steps in a go that is, automatically.
 Task Recorder
There are four types of recorder in UiPath Studio:

BASIC WEB

DESKTOP
CITRIX
 Task Recorder
There are four types of recorder in UiPath Studio:

1. BASIC 2. DESKTOP 3. WEB 4. CITRIX

RECORDER RECORDER RECORDER RECORDER

1. Used to record 1. The web recorder, 1. Citrix is used to

activities on the 1. Is used to record as the name record virtual
desktop. activities on the suggests, is used to machines, VNC,
desktop. record actions on and Citrix
2. This type of
2. However, it is used web applications environments.
recorder is used for
to record and and browsers.
single activities 2. This recording
and simple automate multiple allows only
workflows. actions and keyboard, text, and
complex image automation.
3. The actions here workflows.
are self-contained
and not contained 3. Each activity here
in separate is contained in an
windows Attach Window
component
 Task Recorder
Some actions are recordable while others are not:

1. Recordable actions:

• Left-click on buttons, check boxes, drop-down lists, and other GUI elements.

• Text typing is also recordable.

2. Actions that cannot be recorded:

• Keyboard shortcuts, mouse hover, right-click.

• Modifier keys such as Ctrl and Alt cannot be recorded.

 Task Recorder
There are two types of recording:
AUTOMATIC RECORDING MANUAL RECORDING
1. Used for recording multiple actions in 1. Is used to record each step one at a time
one go. and hence offers more control over the
2. Good feature for preparing a solid recording.
foundation for automating a task. 2. Also, it can record all actions that cannot
3. Can be invoked with the Record icon be recorded using automatic recording
available in basic, desktop, and web such as keyboard shortcuts, mouse
recorders. hover, right-click, modifier keys, such as
4. The Citrix recorder does not support Ctrl and Alt, finding text from apps, and
automatic or multiple step recording. many other activities.
5. Action that cannot be recorded using
automatic, for example, hotkeys, right
click, double-click, and a few more. NOTE: While the desktop, basic, and web recorders can
6. For all these activities, you should use a automatically record multiple actions and manually
single step recorder, also know as a record single actions on the screen, the Citrix recorder
manual recorder can only record a single action (manual recording).
 Task Recorder
FLOWCHART TO REMEMBER RECORDER

RECORDER

Four types of Types of

recorder Types of Actions
Recording

1. Basic
Recorder 1. 1.
Recordable Automatic
2. Desktop actions recording
Recorder

3. Web 2. Actions
2. Manual
Recorder that cannot
recording
be recorded
4. Citrix
Recorder
 Task Recorder
We can see a Recording icon at the top of the user interface on the DESIGN tab of the
Ribbon, as shown in the following screenshot:

After clicking on this Recording icon, a list of the recording types are displayed, as shown in the
following screenshot:
 Task Recorder
Four types of recorder

The panel that appears features Start App, Click, Type, Copy, Element, Text & Image
 Step-by-step examples using recorder

Two examples of using the UiPath recorder:

1. Emptying the trash folder in Gmail

2. Emptying Recycle Bin

NOTE: You need to practically perform the above two examples in UiPath Studio
QUESTIONS
 Question Bank
 Write a program to download an image from a given website using urllib.
 How do you parse HTML using regular expressions? Write a program to illustrate
the same.
 How do you parse HTML using Beautiful Soup? Write a program to illustrate the
same.
 Briefly discuss XML and its tree representation with example
 Write a program to extract data from XML string.
 Define a Port. What is the port number used in socket programming with HTTP
 What is a web service? Name the two formats that are used to exchange data in
web
Approved by AICTE |Affiliated to VTU | Recognized by UGC with 2(f) & 12(B) status |Accredited by NBA and NAAC 59
 Question Bank
 Write a socket-based program to retrieve image form the given webpage.
 What is urllib? How is it different from socket?
 Write a note on HTTP.
 Define socket. Explain relationship between user program and socket with a
neat diagram
 Write a socket-based program to extract the data from a given webpage.
 Write a program to retrieve data from a webpage using urllib and to count the
frequency of words in that page.

Approved by AICTE |Affiliated to VTU | Recognized by UGC with 2(f) & 12(B) status |Accredited by NBA and NAAC 60