rpa automation anywhere tutorial pdf

rpa automation anywhere tutorial pdf

We will Know more details about “rpa automation anywhere tutorial pdf”. form this post we can know the key points of automation anywhere tools.

Automation Anywhere Key Points :

Which component of MetaBot Designer displays all the Screens, DLLs and Folders inherent to a particular MetaBot?

  • Asset

Which feature of Automation Anywhere allows you to revert or rollback to any previous version of a task?

  • Version Control

Which of the following Bot can be used to create black boxes of automation leveraging multi-level integrations to create a repeatable, complex system to system automation in conjunction with Task bots.

  • MetaBots

Using Task Editor you can add, modify, or delete actions and steps to the process.

What’s the purpose of a user variable?

  • Assigning and reinitializing data to a variable
  • Web Recorder is used for recording web sites online.
  • Activate Window allows you to bring a ‘Titled’ window to the foreground.
  • Smart Recorder is helpful in recording drpdown lists
  • Which Excel subcommand can be used to read the content of the specified cell on the active spreadsheet?
  • Get Cells
  • Object cloning command is used to capture coordinates and images of objects from desktop and web-based applications.

Build the Digital workforce:

  • Recording tasks is one of the most important activities in automation.
  • To ensure reliable tasks are created, Automation Anywhere provides various methods/Recorders to create bots as shown on the screen.

Based on the type of process that needs to be automated, you can use any one of the recorders.

The Smart Recorder features “SMART” Technology for desktop applications and websites.

  • It works on an object, coordinates, and the image playback mode.
  • It features an adjustable object identification criteria (A -> Binoculars).
  • It captures Windows objects and controls such as Text from drop-down menus, list boxes, buttons, mouse click actions, and status from radio buttons and check-boxes.

Smart Recorder has the inherent ability to identify keystroke actions such as ‘Shift + A’ as capital A. Also, special keystrokes such as ‘Tab’ and ‘Enter’ are saved as separate actions in the command.

Smart Recorder Key Takeaways:

Use Smart Recorder:

  • To record tasks in Internet Explorer 8 and above only.
  • To navigate across controls, it is recommended that you use ‘Click’ action instead of ‘TAB’.

The Screen Recorder is suited for simple tasks involving mouse clicks and keyboard operations.

  • It requires that the screen resolution is the same as of the OS.
  • Automation is limited to static screens and simple desktops or Web applications.

The Web Recorder enables automation of Internet-related task actions.

  • It features ”SMART” Technology that’s ideal for websites.
  • It records based on a provided URL.
  • It extracts single data, pattern-based data, and tables. It navigates web controls, Works as a Browser-based tool, and Supports IE 100 percent.

Automation Anywhere provides two ways to access the recorders to automate tasks.

  • One of the ways to record a task is by selecting the New button. Upon selecting the New button, select the type of Recorder you want to open.
  • Another way is to open the Record drop-down and selecting one of the recorders.

When you want to record a series of actions in the system required to capture objects from applications that use HTML, Java, WPF, Flex, or Silverlight, you can use the Smart Recorder.

Smart Recorder doesn’t anything else apart from IE 9 (Internet Explorer 9) (not even internet connection) to perform the task.

Screen Recorder:

Screen Recorder is used to record a task or a series of actions on the computer when:

  • You plan to run the automated process (the recorded task) on the same computer on which it was recorded. This ensures that the screen coordinates are the same as they were when the task was recorded.
  • And when you build simple tasks for processes that involve mouse clicks and keyboard operations.
  • Ctrl + Alt + S is the shortcut used to stop the recording.

Web Recording:

Web Recorder automates processes (tasks) that involve a web application or a browser. It understands all the web objects and controls, such as:

  • URL command line
  • Dropdown menus and command bar icons
  • Web page text fields, graphics, and buttons
  • Navigation and hotspot links
  • Forms

Most people use the Web Recorder to perform the following actions:

  • Opening web pages
  • Logging into a website
  • Navigating through search
  • Entering data into forms and submitting them
  • Extracting data and updating database records
  • Using a Web-based ERP (Enterprise Resource Planning) system
  • Extracting web data to a local file
  • Testing an online application

When a task is recorded using Web Recorder, if the layout of a web page changes and the web controls move to a different location on the page, Automation Anywhere is capable of locating the new position of these controls and running the task correctly.

Andrew has to Select the table once the recording has started and export the table data as.CSV file. Next, he needs to stop recording and name the bot that he has created and save it for the future

Recorder Summary:

You are at the end of this module. Let’s recap what we have gone through so far.

  • Recorders allow for the easiest way to create simple automation tasks.  There are three different types of recorders.
  • Smart Recorder works on an object, coordinates, and image playback mode. It captures Window objects and controls such as:
  1. Text from drop-down menus, list boxes, buttons, mouse click actions
  2. Statuses from radio buttons and check-boxes
    • Screen Recorder allows you to record tasks that need to be run on the machine with the same OS and screen resolution in which it is recorded. It records mouse clicks and keyboard operations.
    • Web Recorder enables automation of Internet-related task actions and features SMART Technology ideal for websites.
    • To access any recorder, you can follow any of the below methods:
  3. Select the New button and then select the preferred recorder from the pop-up window.
  4. Select Record and then select the preferred recorder from the dropdown menu.

Web Recorder Key Takeaway:

KEY TAKEAWAYS

Use the Web Recorder when you want to automate the following processes (tasks):

  • Opening web pages
  • Logging into a website
  • Navigating through search
  • Entering data into forms and submitting them
  • Extracting data and updating database records
  • Using a Web-based ERP (Enterprise Resource Planning) system
  • Extracting web data to a local file
  • Testing an online application

Workbench:

Actions Buttons Performs the following tasks:

  • Creates a new MetaBot Logic
  • Executes current TaskBot / MetaBot Logic
  • Saves TaskBot / MetaBot Logic
  • Enables debugging and setting snap points

Error View Tab:

  • Manages errors
  • Simultaneous updates
  • Tracks progress of longer tasks and debug them

Variable Manager Tab:

  • Displays user-defined local variables
  • Used to add, modify, and copy variables

Filters bar:

  • Manages time-consuming tasks
  • Helps in isolating problems and viewing specific commands

Bot Dependencies Tab:

  • Exports dependent files doct docx., Xls, xlxs, CSV, MVP, pkxm, exe, pdf, txt, jpg, png, PNP, and XML
  • Uploads files to the Control Room and deploys while running the TaskBot

Workbench Command Library:

The Automation Anywhere Workbench is the most powerful facility in the AAE automation tool. It provides 500+ commands to create automated processes for your organization

These commands are located in the left panel of the workbench known as Command Library.The commands can be configured together to build and enhance TaskBots/MetaBot Logics.

Based on the business process to be automated, you can use the 500+ commands displayed in the Command library to perform various tasks.

Of these 500+ commands, there are few commands that are commonly used in the industry, which are listed on the screen.

In this module, we will briefly glance at some of the key commands. The remaining commands will be covered in detail in the subsequent modules.

Microsoft Excel is one of the most highly used applications in the world today.

Most operations that involve using spreadsheets require repetitive tasks that can be automated. Therefore, the Excel command is one of the most powerful commands provided by Automation Anywhere.

Excel command enables the user to transfer data to or from the Microsoft Excel spreadsheet.

You can use this command to:

  • Copy data from one Excel spreadsheet to another
  • Delete rows or columns in Excel
  • Compare two columns or two cells in an Excel spreadsheet
  • Extract and transfer data from an application or websites to an Excel spreadsheet and vice versa
  • Transfer data from Microsoft Access to Excel

The Read from CSV/Text command enables you to automate the process of reading data from CSV and Text files. You can use this command to

  • Read List Separated or Tab-delimited data from a CSV file format
  • Read multiple lines in CSV format or text files format
  • Encode files using ANSI, UNICODE, and UTF8

In certain cases, you may need to transfer data between a database and other applications. You can use the Database command to automate such processes. You can also use the Database command to:

  • Import or export data, in various formats
  • Convert data from one format to another
  • Transfer data from a custom database to a Microsoft Excel spreadsheet, or from one database to another in predefined formats

Email Automation command enables you to automatically manage your email messages with your Automation Anywhere TaskBot / MetaBot Logic.

You can use the Email Automation command to automate task such as:

  • Managing your incoming email messages
  • Downloading attachments to specific folders
  • Clearing unwanted email messages’
  • Communicating with your mail server
  • Monitoring email activity

In certain cases, you may want a Taskbot / MetaBot Logic to wait a certain amount of time before moving to the next command. You can use a Delay command to make the task wait. You can also specify the amount of wait time.

String operations are very useful when automating business processes. When you want to extract a portion of a text block from an email, a website, or an application window, you can use the String operations.

The command can also be used to:

  • Manipulate strings after capturing them
  • Search the string for particular phrases
  • Compare two strings
  • Convert a string to upper or lowercase, and
  • Obtain the length of a stringThe PDF Integration command has taken process automation to a new level.

PDF files have become pervasive on the web, in emails, and across businesses of all sizes.

The PDF Integration command allows you to perform various simple tasks such as:

  • Converting PDF to image
  • Uploading documents to databases, websites, and other repositories
  • Extracting form fields and text
  • Merging documents
  • Splitting a document and
  • Encrypting or decrypting a document

You are at the end of this module. Let’s recap what we have gone through so far.

The Work Bench Command Library consists of more than 500 commands at its disposal.

Any command can be either double-clicked or dragged and dropped to insert it into any task.

Some of the key commands in the Command Library are listed here.

  • Directory Command
  • Database Command
  • Email Automation Command
  • Error Command
  • Excel Command
  • FTP-SFTP Command

Some of the key commands in the Command Library include:

  • IF-ELSE
  • Image Recognition Command
  • Object Cloning Command
  • OCR Command
  • PDF Integration

Variables:

Variables are one of the most important aspects of programming as they help to store information that is subject to change during program execution.

Similarly, during process automation, you may need to store information that may need to be manipulated, fetched or transferred to another application.

For this reason, Automation Anywhere provides Variables to store values that can change depending on conditions or on information passed during task execution.

Based on the declaration of the variables, Automation Anywhere defines two types of variables.

These include Local or User Defined Variables and Default or System Variables.

The System or Default variables are pre-defined by Automation Anywhere. As the name suggests, they are by default available when you install the AA Enterprise Client application and available in all tasks.

On the other hand, the local variables are declared by the users who record the task. These variables are available only within the task it is created.

Type of Variables:

Based on the values the Local Variables hold, there are four types of Local Variables, which include: List, Array, Value, and Random. Let’s learn about each in detail.

The list variable holds multiple values in a single dimension. It is used for retrieving multiple values, one by one, such as sending emails to multiple recipients, passing different values inside of a loop, and searching multiple web addresses.

An array variable is a multi-dimensional variable that holds multiple values in a table of rows and columns. Arrays are used for:

  • Extracting data from web pages
  • Extracting many rows of data from an Excel spreadsheet or a database
  • Reading or writing data from/to a legacy system, an ERP system, or another application
  • Filling out order forms with different fields from Excel to Database

The value variable is created when a user needs to hold a single value and use it in multiple places.

Random variables are useful when you need to generate a random string or random number. These are commonly used in:

  • Strings which generates test data as input for fields or forms; or
  • Numerical which generates ID numbers in batch

Variable Manager:

You can use the Variable Manager tab to create new User Variables. The Variable Manager tab also allows you to modify, delete, copy and paste the variables within automation tasks.

By default, the Variable Manager displays two pre-defined user variables, which include my-list-variable and Prompt-Assignment.

Use the my-list-variable if you need to store a list of values and use the Prompt-Assignment variable to store a single value.

You can also use the Variable Manage tab to view the list of System variables that Automation Anywhere provides. Just click on Show System Variables link to check the available System Variable to be used to automate a task.

Variable Operation Command:

Sometimes, when recording a task, you may need to reinitialize the value of a Local Variable to reuse it in another instance within the same task. In such cases, you can use Automation Anywhere’s Variable Operation Command that allows you to assign or reset a local variable.

This command can also be used to reset the value of, not all, but few System Variables, which are highlighted in the image.

F2 is pressed to insert a System Variable in the message field.

Summary (Variable Manager):

  • Variables are storage locations for information to track and or modify the value of the field
  • There are two types of variables Local or User Variable which is defined by users and default or System Variable which are defined by Automation Anywhere
  • The Variable Manager lists all Local Variables available within a particular task. It can be used to perform various actions as you can see on screen
  • The Variable Operation Command assigns or reinitializes Local Variables

Loop Command:

When automating a business process, you may need to process data repeatedly until a certain condition is met. This is repeatedly processing data until a certain condition met is called Loop.

The Loop Command is one of the 500 plus commands in the Command Library.

It is one of the most powerful commands in Automation AnywhereThis command creates loop structures in your automation task to automate repetitive tasks by:

  • Using Start Loop and End Loop commands
  • Including a series of commands within the Start and End Loop commands, which are executed repeatedly until a specific condition is met
  • Executing multiple records one at a time

Types of Loop structure:

Automation Anywhere’s Loop command provides four different loop structures to automate repetitive tasks. This includes:

  • Start Loop
  • End Loop
  • Exit Loop and
  • Continue

The Start Loop structure enables you to start the loop. You can define a series of actions to automate repetitive tasks within this structure. These actions will be repetitively executed until the condition is met.

The End loop structure enables you to end the loop after the actions defined between the Start and End Loop are completed. This command is inserted automatically with the Start loop command.

If the End Loop is mistakenly deleted, you can insert a new one.

The Exit Loop structure enables you to break out from a loop when an action or condition occurs. The Exit Loop command can exist only between the Start Loop and End Loop commands.

The Continue structure enables you to continue the next iteration of a loop when an action or condition occurs. When this structure is executed, the commands up to End Loop are skipped and the next iteration of the loop is run.

The Start Loop structure provides a list of subcommands to create a series of actions to automate a repetitive task. The Times subcommand enables you to specify the number of times to loop through a specific task.

The List subcommand enables you to select an existing variable from the dropdown list, which will determine how many times the tasks are repeated before ending the loop.

The Condition subcommand allows you to run actions based on conditions that already exist.

Each row in Excel datasheet subcommand is used in conjunction with the Get Multiple Cells subcommand of the Excel command.

Each row in an Internal Explorer Table is used in conjunction with the Extract Table subcommand of the Web Recorder command.

Each row in SQL Query Dataset is used in conjunction with various Database commands. It iterates the loop until the selected data is populated in the SQL dataset.

Each file in a folder is used to perform an action on all files in a folder. The number of files in a folder can vary.

Each folder in a folder is used to perform an action on one or more of the folders. It iterates the loop until the last subfolder of the selected folder.

Each row in a CSV or Text File is used to perform an action on every row in a CSV or Text file.

It iterates the loop until the last row of data in the CSV or Text file. Each node in an XML data set is used to perform an action on an XML dataset. It iterates the loop until the last row of data in the XML data set.

Each email message on the server is used to perform an action on email messages in an email server. It iterates the loop until the last email message on the server depending on various conditions.

Table Column variable stores the selected rows and columns of the table extracted from any website using Web Recorder Extract Table command.

Summary Loop Command:

  • The Loop command mostly used for looping the structures in automation tasks.
  • The Loop command contains four structures to create a loop which you can see on screen.
  • Some of the various sub-commands of the Start Loop structure are listed here for you.

Following are various sub-commands of the Start Loop structure:

  • Times
  • List
  • Condition
  • Each row in an Excel Dataset
  • Each row in an Internet Explorer Table
  • Each row in SQL query dataset
  • Each file in a folder
  • Each folder in a folder
  • Each row in a CSV / Text file
  • Each node in an XML dataset
  • Each email message on the server

Image Recognition Command:

How do you automate the processes of applications that use visual elements?

To automate such applications, Automation Anywhere provides Image Recognition command that searches and captures various images of different sizes using the HiDPI display within the application window.

It also allows you to compare images to ensure the right image has been captured.

We will go through the various aspects of Image Recognition Command in this module.

But before we reach there, let’s take a look at the objectives for this module. By the end of this module, you will be able to:

  • List the uses of the Image Recognitions command
  • Describe the features of the command that help locate images during runtime
  • Demonstrate how to use the Image Recognition command

One such example is the registration process where you need to type your personal information to register.

The Image Recognition command comes with loads of benefits. You can use this command to:

  • Locate an image that has been moved
  • Automate applications where UI elements may not be available
  • Check whether an image exists within another image
  • Compare the current application screen to an expected application screen, as well as ensure that all user interface elements are valid
  • Perform a click action on an image if it is found within the source image

Note that in order to locate the image at run time, it is important to specify match percentage, tolerance comparison mode and a quick test in the Image Recognition command.

A 100 percent Match Percentage means none of the pixels should mismatch between the two images.

Comparison Mode

The Comparison Mode provides four options to select from.

Advanced is the default and recommended mode of comparison.  It provides accurate results especially if the screen resolution, zooming or application scaling is subject to change.

Normal mode compares the RGB components of the pixels with the source.

Gray-scaled mode converts pixels to an appropriate level of gray-scale prior to comparing.

Monochrome mode with Threshold converts pixels to either black or white prior to comparing.

Once you’ve chosen your option and set the variables, use the Quick Test button to quickly ensure the correct image is captured. This is similar to an actual test and eliminates the need to run the entire test.

Demo:

Jason is given the task of searching images that were moved to a subdirectory. Let’s help Jason perform the activity while watching a tutorial on Image Recognition command.

Which button updates the activity application window title?

  • Refresh

Image Recognition Command Summary:

Image recognition command provides a visual approach to make your TaskBot or MetaBot Logic work with the applications and interfaces.

Image Recognition allows the recognition and comparison of images.

Image Recognition is a part of the Visualize Technology available in Automation Anywhere.

Use this command to quickly search for the desired image within a source image and to readily automate any application that uses visual elements. You can capture and process various images of different sizes using the HiDPI display.

Another major benefit of using image recognition is to locate an image after the image might be moved. Also, in some cases when application UI elements may not be available for automation, you can use Image-based automation.

The Image Recognition command is used for Image Existence and Compare Images.

To locate the image at run time, specify the match percentage, comparison mode, and quick test.

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