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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

Course CatLog

Robotic Process Automation


using UiPath Training and
Certification

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

Why this Course

Robotic Process Automation (RPA) is an automation technology for making smart software
by applying intelligence to do high volume and repeatable tasks that are time-consuming.
RPA is automating the tasks of wide variety of industries, hence reducing the time and
increasing the output. Some of facts about RPA incudes:

 A 2016 report by McKinsey and Co. predicts that the robotic process automation
market could be worth $6.7 trillion by 2025
 According to Forrester wave Q3 2018 Report, RPA Market Will Reach $2.9 Billion by
2021
 A major global wine business, after implementing RPA, increased the order accuracy
from 98% to 99.7% while costs reduced to Rs. 5.2 Crore
 A global dairy company used RPA to automate the processing and validation of
delivery claims, reduced goodwill write-offs by Rs. 464 Million

Course Summary
This course aims to make you understand the concepts around Robotic Process Automation
using the tool UiPath. Robotic Process Automation is the automation of repetitive and rule
based tasks. In this course, you will learn about the RPA concepts and will gain in-depth
knowledge on UiPath tool using which you can automate the data extracted from the
internet, login process, image recognition process and many more.

Course Duration
 ~~ Hours

Number of Modules
 8

Target Audience
 IT Professionals
 Application Developers

Prerequisite(s)
 Computer operations
 Basic programming knowledge
 Logical thinking ability

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

Hardware/Software Requirement(s)

UiPath:

 CPU:
o Minimum Requirement – 1.4GHz 32-bit(x86)
o Recommended – Dual Core 1.8Ghz 64-bit
 RAM: 4GB
 Operating System:
o Minimum Version – Windows 7/Windows server 2008R2
o Maximum Version – Windows 10/Windows Server 2016
 .Net Framework: 4.6

Related Training(s)
None

What will you learn?


Upon completion of Robotic Process Automation using UiPath, learners will acquire both
practical and theoretical knowledge as per current IT Industry.
From this course, they will leverage the following:

 Acquires skills in basic concepts – Introduction to UI Automation


 Gain skills in Passing Data Inside a workflow
 Gain knowledge in branching a workflow
 Basic skills in Desktop Automation
 Debugging a workflow
 Enhance skills in UI automation and Data Inputs
 Reusing automation that invokes workflow and templates

Course Objectives
After completing this course, you will be able to:
 Know about Robotic Process Automations and how it works
 Know about the patterns and key considerations while designing a RPA solution
 Know about the leading RPA tool i.e. UiPath
 Gain practical knowledge on designing RPA solutions using both the tools
 Perform Image and Text automation
 Create RPA bots and perform data manipulation
 Debug and handle the exceptions through the tool

How to execute the practical’s?


All the Demo/Hands-on of UiPath is to be executed on UiPath Studio v2018.4 tool and above

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

Course Outline

Module 1: ROBOTIC PROCESS AUTOMATION CONCEPTS

Goal:
In this module, you will learn about various RPA concepts and RPA tools

Objectives:
Upon completing this module, you should be able to:

 Know about the concepts of RPA


 Understand how Robotic Process Automation works.
 Understand the RPA development methodology
 Know about the RPA Solution Architecture Patterns
 Handle exceptions
 Understand the types of Bots
 Know about various RPA tools and selection criteria
Topics:
 Why to automate repetitive tasks/process
 What is Robotic Process Automation
 Natural language processing and RPA
 How Robotic Process Automation works
 RPA development methodology and lifecycle
 RPA Solution Architecture Patterns – Key Considerations
 Input Data Handling Solution Pattern
 Exception Handling
 Transaction Logging
 Credential Management
 Secure Execution
 Monitoring and Reporting
 Types of Bots
 List of Robotic Process Automation Tools

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

Module 2 – OVERVIEW OF UI-PATH

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
 Know the types of Projects in UiPath
 Understand UiPath User Interface
 Know different Automation Activities

Topics:
 Introduction to UiPath
 Types of Projects
o Blank
o Simple Process
o Agent Process Improvement
o Transactional Business Processes
 User Interface
o Ribbon
o Activity Panel
o Properties Panel
o Configuration Panel
o Output Terminal
 Domains in Activities
o UI Automation
o User Events
o Orchestrator
o App Integration
o System
o Programming
o Workflow

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

Hands-on/Demo/Use-case:
 Setup and Configure UiPath Studio
 Create demo on different activities in UiPath (Excel / PDF/Outlook)

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

Objectives:
After completing this module, you should be able to:
 Know what is UI Automation
 Understand different System Activities
 Configure Properties of Automated Tasks
 Know about the Variables
 View Output in UiPath
 Understand Arguments
 Import Packages for a Custom Use Case

Topics:
 UI Automation
o Element
o Text
o OCR
o Image
o Browser
o Window
 System
o File
o Clipboard
o Application
o Environment
o PowerShell

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

o Dialog
 Properties
 Variables
o Managing Variables
o Naming Best Practices
o The Variables Panel
o Types of Variables
 Output
 Arguments
o Managing Arguments
o Naming Best Practices
o The Arguments Panel
o Using Arguments
 Import
o About Imported Namespaces
o Importing New Namespaces

Hands-on/Demo/Use-case
 Demo on Implement Text Automation?
 Demo on use OCR and Image Automation?
 Demo on Implementing User Events in Automating Image and Text
 Demo for using System Activities
 How to set Properties for Activities?
 Using Variables
 Using Arguments
 Importing Namespaces

Module 4 – USER EVENTS, RECORDER, AND SCRAPING

Goal:
In this module, you will learn about User Events, Recorder and different Scraping Methods.

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

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

Topics:
 User Events
o Element Trigger
o Image Trigger
o System Trigger
 App Integration
o Excel
o CSV
o Mail Automation
 Recorder
o Introduction to Recorder
o Recording Types
o Automatic Recording and Manual Recording
o Example of Automatic Recording with Basic and Desktop
o Example of Automatic Recording with Web
o Manual Recording
 Scraping
o Screen Scraping
o Data Scraping
 Selector
o About Selectors
o Selectors with Wildcards

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

o Full versus Partial Selectors


o UiPath Explorer

Hands-on/Demo/Use-case:
 Demo on Managing User Events
 Demo on Automating Excel (Read / Write/ Append/ Update)
 Demo for Automate Data Reading/Sending from Mail
 Demo with using Recorder [Basic / Desktop / Web / Citrix]
 Demo for Scraping data from Screen
 Demo for Scraping data from Web
 Demo for Using Selectors (Custom Selector)

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:
 Understand Workflow
 Understand Orchestrator
 Perform automation in a virtual environment using Citrix Automation
 Perform Data Manipulation
 Perform PDF Automation

Topics:
 Workflow
o Control Flow
o Flowcharts
o State Machine
o Checkpoint
o Invoke
 Orchestrator
o Queues
o Assets

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

o Process
 Citrix Automation
o Introduction to Citrix Automation
o Automating Virtual Environments using Citrix
o Automating Text and Image in the Virtual Environment
o Image to Text Conversion in Virtual Environment
 Data Manipulation
 PDF Automation
o PDF Data Extraction and Automation

Hands-on/Demo/Use-case:
 Designing Workflow [Sequences / Flow Chart / State Machines]
 Demo on Using Citrix Automation [Reading / Writing / Waiting for objects]
 Demo on Data Manipulation [Read from Text file and create excel file]
 Demo on Data Extraction using PDF [Both Text/Image]

Module 6 – PROGRAMMING AND TROUBLESHOOTING

Goal: In this module, you will learn about the use of Programming activity 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

Topics:
 Programming
o Collection
o String
o Data Table
o Debug
o Execute

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

o GenricValue
 Project Organization
o Extract as Workflow
o Workspace overview
o How to model a complex automation process?
 Error Handling
o Rethrow
o Terminate Workflow
o Throw
o Try Catch

Hands-on/Demo/Use-case:
 Demo on Using Programming Activity in UiPath
 Demo for Automation using Data Tables [Generate / Create / Merge / Delete / Add
Row / Update Row]
 Demo for Organizing Complex Projects
 Different ways of Error Handling [Try Catch / Retry Scope / Wait for object]

Module 7 – 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

Case Study:
A company wants to know the review of its products on an e-commerce website but due to
many products having many reviews, they are not able to read the reviews in person. So,
they want to automate the process of extracting the reviews every week and filtering out
the good and bad reviews in separate excel sheets.
The automation process must contain the following tasks:

1. Creating a bot and recording a task of extracting all reviews of the products specific
to the shop-owner who is selling it
2. Filtering out 5 stars and 3 or less star’s reviews
3. Populating the 5 stars and 3 or less stars in different excel sheets
4. Analysing the number of good ratings and bad ratings (check for re-occurring
phrases)
5. Mailing both the excel sheets to the TL/manager’s email-ID

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UI PATH TRAINING COURSE DHARMENDRA SINGH (ENU)

Module 8 – OTHER RPA TOOLS

Goal: In this module, you will learn about top 10 RPA tools

Objectives:
After completing this module, you should be able to:
 Know about different RPA tools and their trend
 Compare different RPA tools
 Understand the selection criteria for different RPA tools

Topics:
 Different RPA tools available in the market
 RPA tools trend
 Comparing different RPA tools
 Tools Selection checklist

Certification Project

 Mock Project
 RPA POC on ETRM Application
 Internal Assessment

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