UiPath RPA Developer Training Manual | EmergenTeck

Table of Contents

 Introduction to Robotic Process Automation (RPA)

 Why and What is RPA?
 Industry coverage of RPA
 Why UiPath?
 UiPath Installation & Setting Up the Browser
 RPA Implementation Lifecycle
 UiPath Studio
 Introduction to UiPath Components
 Orchestrator
 Robots
 Software and Hardware Configuration for UiPath
 UiPath Studio Configuration
 Different Project Types
 Sequences and Flowcharts
 Types of Panels in UiPath Studio
 Manage Packages
 Ribbon Modules
 Properties Panel and Its Importance
 System Activities and Process components
 Variables and Arguments
 Different Types of loops
 Decision Types and switch activities
 Variable Scope
 UiPath Excel Activities
 How to Read and Write Data in Excel with UiPath
 Example: How to Read Data from an Excel Spreadsheet
 UiPath Selectors
 What are selectors?
 How to make selectors dynamic
 UiExplorer
 Data Scraping from different sources
 Send and Read Email
 Send Email
 Read Email
 Email Attachment Download
 SMTP and IMAP Email
 Work Queues in UiPath Orchestrator
 Process Debugging
 Debugging techniques
 What are Exceptions/Errors
 Types of Errors/Exceptions
 How to handle exceptions Try Catch

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  Introduction to Robotic Process Automation (RPA): RPA is a type of technology that allows
software robots to mimic human actions interacting with computer applications. It can be used
to automate repetitive tasks, improve efficiency, and reduce costs.
 Why and What is RPA: RPA can be used to automate a wide range of tasks, including data
entry, web scraping, generating reports, and more. It can be used to improve efficiency,
accuracy, and compliance.
 Industry coverage of RPA: RPA is being used by businesses in a wide range of industries,
including finance, healthcare, manufacturing, and logistics.
 Why UiPath: UiPath is a leading provider of RPA software. UiPath offers a wide range of
features and capabilities that make it a good choice for businesses of all sizes.
 UiPath Installation Setting Up the Browser: UiPath Studio is the application used to design
and develop RPA workflows. There are different ways to set up UiPath Studio depending on
your needs. On-premise deployment offers more control over the RPA environment, while
cloud-based deployment is easier to set up and maintain.
 RPA implementation lifecycle: The RPA implementation lifecycle involves several stages,
including planning, development, testing, deployment, and support.

Introduction to UiPath Components

UiPath Studio is a desktop application used to design and develop Robotic Process Automation (RPA)
workflows. It includes features for designing the workflow, recording user actions, configuring robots,
and managing packages.

 Orchestrator: UiPath Orchestrator is a web-based platform that is used to manage and deploy
RPA workflows. It provides features for scheduling robots, monitoring execution, and
managing users and permissions.
 Robots: UiPath Robots are software programs that execute RPA workflows. They can be
deployed on-premises or in the cloud.

Software and Hardware Configuration for UiPath

The software and hardware requirements for UiPath Studio will vary depending on the complexity of
your RPA workflows. However, here are some general recommendations:

 Operating System: Windows 10 or later

 Processor: Intel Core i5 or equivalent
 Memory: 8 GB RAM or more
 Storage: 500 GB or more of free disk space

UiPath Studio Configuration

UiPath Studio offers a variety of configuration options that allow you to customize the development
environment to meet your specific needs. Here are some of the most common configuration options:

 User Interface: You can customize the user interface of UiPath Studio to show or hide different
panels and menus.
 Activities: Activities are the building blocks of RPA workflows. You can configure UiPath Studio
to display different sets of activities depending on the type of workflow you are developing.
 Shortcuts: You can create custom keyboard shortcuts to make it easier to work in UiPath
Studio.

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Different Project Types

There are two main types of projects in UiPath Studio:

 Process projects are used to develop RPA workflows.

 Library projects are used to create reusable components that can be used in multiple process
projects.

Sequence and Flowcharts

Sequences and flowcharts are two different ways to represent the logic of an RPA workflow.

 Sequences are a linear list of activities that are executed one after the other.
 Flowcharts use a flowchart diagram to represent the logic of the workflow. Flowcharts can
include decision points, loops, and other control flow elements.

Types of Panels in UiPath Studio

UiPath Studio includes a number of panels that provide different views of the RPA workflow and its
properties. Here are some of the most common panels:

 Project Panel: The Project Panel displays the hierarchy of the project, including the process
file, libraries, and resources.
 Activities Panel: The Activities Panel displays a list of all available activities that can be added
to the workflow.
 Properties Panel: The Properties Panel displays the properties of the selected activity or
element.
 Outline Panel: The Outline Panel displays the hierarchy of the workflow in a text format.

Manage Packages

UiPath Studio uses packages to manage reusable components. Packages can include activities,
variables, arguments, and other resources.

 Import Packages: You can import packages from a file or from the UiPath Marketplace.
 Ribbon Modules: The Ribbon Modules provide access to a variety of features and
functionalities in UiPath Studio. Some of the most common ribbon modules include the
Design, Manage, and Execute modules.

Properties Panel and Its Importance

The Properties Panel is an important part of UiPath Studio. It allows you to view and edit the properties
of the selected activity or element. The properties of an activity determine how it behaves when the
workflow is executed. For example, the properties of a "Click Activity" might include the target
element that the activity should click on.

 System Activities and Process components

System activities are pre-built activities that can be used to perform a variety of tasks in UiPath Studio.
They are categorized into different groups, such as Core, Web, Excel, File, and Data. Process

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components are reusable building blocks that can be used to create modular and maintainable RPA
workflows. They can include variables, arguments, sequences, and other elements.

Here are some of the common system activities:

 Click Activity: Clicks on a UI element on the screen.

 Type Into Activity: Types text into a UI element on the screen.
 Read Text Activity: Reads text from a UI element on the screen.
 Start Process Activity: Starts another RPA workflow.

Here are some of the common process components:

 Variables: Variables are used to store data that can be used throughout the RPA workflow.
 Arguments: Arguments are used to pass data into a process component.
 Sequences: Sequences are a linear list of activities that are executed one after the other.
 Variables and arguments

Variables are used to store data that can be used throughout the RPA workflow. They can be of
different data types, such as string, integer, boolean, and date. Arguments are used to pass data into
a process component. They can be used to make process components more reusable and flexible.

Here are some of the different ways to create and use variables in UiPath Studio:

 Declare variables: You can declare variables in the Variables panel.

 Assign values to variables: You can assign values to variables using the Assign activity.
 Use variables in activities: You can use variables in activities by referencing the variable name.

Here are some of the different ways to create and use arguments in UiPath Studio:

 Define arguments: You can define arguments in the process properties.

 Pass arguments to a process: You can pass arguments to a process when you start it.
 Use arguments in a process: You can use arguments in a process by referencing the argument
name.
 Different Types of loops

Loops are used to repeat a block of activities multiple times. There are different types of loops
available in UiPath Studio, each of which has its own purpose.

Here are some of the different types of loops in UiPath Studio:

 For Each loop: The For Each loop iterates over a collection of items.
 While loop: The While loop continues to iterate as long as a condition is true.
 Do While loop: The Do While loop iterates at least once, and then continues to iterate as long
as a condition is true.
 Decision Types and switch activities

Decision shapes are used to control the flow of execution in an RPA workflow. There are two main
types of decision shapes:

 If Else: The If Else shape allows you to execute a different sequence of activities depending on
whether a condition is true or false.

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  Switch: The Switch shape allows you to execute a different sequence of activities depending
on the value of a variable.
 Variable Scope

Variable scope refers to the visibility of a variable within an RPA workflow. There are three different
scopes for variables in UiPath Studio:

 Global variables: Global variables are visible throughout the entire RPA workflow.
 Local variables: Local variables are only visible within the process or sequence where they are
declared.
 Arguments: Arguments are a special type of variable that is used to pass data into a process
component.

UiPath Excel Activities

UiPath Studio provides a variety of activities that can be used to automate tasks in Microsoft Excel.
These activities are grouped under the Excel category in the Activities panel. Here are some of the
most common Excel activities:

 Read Range: Reads a range of cells from an Excel spreadsheet and stores the data in a
DataTable variable.
 Write Range: Writes data from a DataTable variable to a range of cells in an Excel spreadsheet.
 Append Range: Appends data from a DataTable variable to an existing Excel spreadsheet.
 Insert Row: Inserts a row of data into an Excel spreadsheet.
 Delete Row: Deletes a row of data from an Excel spreadsheet.
 Clear Range: Clears the contents of a range of cells in an Excel spreadsheet.
 Get Cell Value: Gets the value of a specific cell in an Excel spreadsheet.
 Set Cell Value: Sets the value of a specific cell in an Excel spreadsheet.

How to Read and Write Data in Excel with UiPath

Here's a general outline on how to read and write data in Excel with UiPath Studio:

1. Use the Excel Application Scope activity: This activity encapsulates all your Excel operations
within the scope.
2. Read data from Excel:
o Use the Read Range activity to read data from a specific range of cells in an Excel
spreadsheet.
o The output of the Read Range activity is a DataTable variable that contains the data
from the Excel spreadsheet.
3. Write data to Excel:
o Use the Write Range activity to write data from a DataTable variable to a specific
range of cells in an Excel spreadsheet.

Example: How to Read Data from an Excel Spreadsheet

Here's an illustrative example of how to read data from an Excel spreadsheet using UiPath Studio:

1. Drag and drop the Excel Application Scope activity onto the workflow designer.
2. Inside the Excel Application Scope activity, drag and drop the Read Range activity.
3. Configure the properties of the Read Range activity:

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 oFile Path: Specify the path to the Excel spreadsheet file.
oSheet Name: Specify the name of the worksheet that contains the data you want to
read.
o Start Row: Specify the row number where you want to start reading data.
o Start Column: Specify the column number where you want to start reading data.
o End Row: Specify the row number where you want to stop reading data (optional).
o End Column: Specify the column number where you want to stop reading data
(optional).
o Add Headers: Specify whether the first row of the data contains header names
(optional).
o Output: This should be a DataTable variable that will store the data read from the
Excel spreadsheet.
4. Run the workflow. The data from the specified range in the Excel spreadsheet will be read
and stored in the DataTable variable.

Selectors are essential for UiPath Studio as they allow you to uniquely identify elements on the screen
that you want to interact with during the RPA automation process.

What are selectors?

Selectors are strings that use XPath or CSS Selectors syntax to pinpoint a specific UI element on an
application or website. UiPath Studio uses selectors to locate elements that the robot should click on,
type into, read from, and so on.

Here are some of the important aspects of selectors:

 Accuracy: Selectors need to be accurate and specific to avoid accidentally selecting the wrong
element.
 Maintainability: Selectors should be designed to be adaptable to minor changes in the
application interface to prevent errors.

How to make selectors dynamic

Ideally, selectors should be dynamic whenever possible. This means that they should use attributes of
the UI element that are less likely to change, such as its role or aria-label attribute, rather than its
position on the screen or specific text content. This makes the automation more robust in the event
of minor UI changes.

UiPath Studio offers a variety of features to help you create dynamic selectors, including:

 UiExplorer: UiExplorer is a built-in tool that helps you visually identify UI elements on the
screen and generate selectors for them. It allows you to inspect the application interface and
see the underlying HTML code.
 Attribute Explorer: The Attribute Explorer allows you to view the different attributes of a UI
element and identify which attributes can be used to create a dynamic selector.

Ui Explorer

UiExplorer, as mentioned above, is a valuable tool for working with selectors in UiPath Studio. Here
are some of its key functionalities:

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  Identify UI elements: UiExplorer allows you to visually inspect the user interface of an
application and identify the elements that you want to automate.
 Generate selectors: UiExplorer can automatically generate selectors for the identified UI
elements. You can then refine these selectors to make them more dynamic and robust.
 Verify selectors: UiExplorer allows you to test your selectors to ensure that they are correctly
identifying the target UI elements.

Data Scraping from different sources

Data scraping is the process of extracting data from various sources, such as websites, applications,
and PDFs. UiPath Studio offers a variety of activities that can be used to scrape data from different
sources. Here are some of the most common activities used for data scraping:

 Web Scraping: Activities such as "Scrape Web Page" and "Data Scraping" can be used to
extract data from websites. These activities typically rely on selectors to locate the data on
the web page.
 Screen Scraping: Activities such as "Screen Scraping" can be used to extract data from desktop
applications that do not have a web interface. These activities typically use OCR (Optical
Character Recognition) to extract text from the screen.
 PDF Scraping: Activities such as "PDF Text Extraction" can be used to extract text from PDF
documents.

 Send and Read Email

UiPath Studio provides activities that allow you to automate sending and reading emails.

 Send Email: The "Send SMTP Mail" activity allows you to configure an email message and send
it through an SMTP server. You can specify the recipient email address, subject line, body of
the email, and attach files.
 Read Email: The "Get IMAP Mail" activity retrieves emails from an IMAP server. You can filter
the emails based on various criteria, such as sender, recipient, subject, or keywords in the
body of the email.
 Email Attachment Download

UiPath Studio offers functionalities to download attachments from emails:

 Download Attachments: After retrieving emails using "Get IMAP Mail" activity, you can use
the "Move Mail Attachment" activity to download specific attachments to your local machine.
 Extracting Data from Attachments: UiPath Studio offers various activities depending on the
file type of the attachment. For example, "Read PDF Text" can be used to extract text from
PDF attachments, while "Excel Application Scope" activities can be used to extract data from
Excel attachments.
 SMTP and IMAP Email

SMTP (Simple Mail Transfer Protocol) and IMAP (Internet Message Access Protocol) are two protocols
that are commonly used for sending and receiving emails.

 SMTP is used for sending emails. UiPath Studio's "Send SMTP Mail" activity requires
configuration settings such as the SMTP server address, port number, username, and
password.

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  IMAP is used for retrieving emails. UiPath Studio's "Get IMAP Mail" activity requires
configuration settings such as the IMAP server address, port number, username, and
password.

What are Work Queues?

Work queues are a core feature of UiPath Orchestrator that allows you to manage and process data
for your RPA workflows. They act as a centralized repository where you can store and manage the
tasks that your robots need to complete.

Here are some of the key benefits of using work queues:

 Improved organization: Work queues help you organize your RPA tasks and ensure that they
are processed in a specific order.
 Scalability: Work queues allow you to scale your RPA deployments by adding more robots to
process tasks from the queue.
 Visibility and control: UiPath Orchestrator provides visibility into the status of your work
queues, allowing you to monitor the progress of your RPA processes.

Working with Work Queues in UiPath Orchestrator

UiPath Orchestrator provides a number of features for working with work queues. Here's a breakdown
of the functionalities mentioned in the table:

 Add items to queue (Load data into Queue): You can add items to a work queue using the
Orchestrator user interface or through the UiPath API. When adding items to a queue, you
can specify the data that each item should contain.
 Get items from queue: Robots can retrieve items from work queues and process the data they
contain. Orchestrator offers features to manage how robots acquire items from queues, such
as round robin or picking items based on priority.
 Delete Queue Items: Queue items can be deleted manually through the Orchestrator user
interface, or programmatically using the UiPath API. This can be useful for removing items
that have been processed successfully or that are no longer needed.
 Set Queue Item Status: The status of a queue item can be used to track its progress through
the RPA process. Common queue item statuses include "New," "In Progress," "Completed,"
and "Failed." You can update the status of a queue item manually through the Orchestrator
user interface, or programmatically using the UiPath API.
 Bulk add queue items: You can add multiple items to a work queue at once using the
Orchestrator user interface or through the UiPath API. This can be useful for quickly
populating a queue with data for your RPA workflows.

 What is process debugging

Process debugging is the process of identifying and fixing errors in your RPA workflows. It involves
examining the execution of your workflow step-by-step to identify where issues are occurring.

 Debugging techniques

UiPath Studio offers a variety of debugging techniques that you can use to troubleshoot your RPA
workflows. Here are some of the most common techniques:

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  Breakpoints: Breakpoints are pausing points that you can insert into your workflow. When
the execution reaches a breakpoint, the workflow will pause, allowing you to examine the
values of variables and the state of the application.
 The Locals Panel: The Locals Panel displays the values of variables at the current point in the
execution of your workflow. This can be helpful for identifying issues with how variables are
being used.
 The UiPath Robot Logs: The UiPath Robot logs contain information about the execution of
your workflow, including any errors that occur. You can review the logs to identify potential
issues.
 What are Exceptions/Errors

Exceptions are errors that occur during the execution of your RPA workflow. They can be caused by a
variety of factors, such as invalid data, network issues, or application errors.

 Types of Errors/Exceptions

There are two main types of errors in UiPath Studio:

 System Exceptions: These exceptions are caused by issues within the UiPath platform itself.
They are typically rare and indicate a problem with UiPath Studio or the robot.
 Application Exceptions: These exceptions are caused by errors in the application that your
RPA workflow is interacting with. They are more common and can be caused by a variety of
factors, such as invalid data or unexpected application behavior.
 How to handle exceptions Try Catch

The Try Catch activity is a common way to handle exceptions in UiPath Studio. It allows you to specify
a block of code that will be executed if an exception occurs. This allows you to gracefully handle errors
and prevent your workflow from failing.

Here's how the Try Catch activity works:

1. The Try block contains the normal execution flow of your workflow.
2. The Catch block contains the code that will be executed if an exception occurs within the Try
block. The Catch block can access information about the exception, such as the error message
and the type of exception.

By using Try Catch blocks, you can make your RPA workflows more robust and resilient to errors.

Here are some additional resources that you may find helpful:

 UiPath Documentation: The UiPath documentation provides detailed information on all of

UiPath's products and services https://docs.uipath.com/
 UiPath Forum: The UiPath Forum is a great place to ask questions and get help from other
RPA developers https://forum.uipath.com/

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