39,40 €
Learn RPA by building business solutions such as ERP and CRM automation, software robots, and intelligent process automation from scratch
Key Features
Book Description
Robotic Process automation helps businesses to automate monotonous tasks that can be performed by machines.
This project-based guide will help you progress through easy to more advanced RPA projects. You'll learn the principles of RPA and how to architect solutions to meet the demands of business automation, along with exploring the most popular RPA tools - UiPath and Automation Anywhere. In the first part, you'll learn how to use UiPath by building a simple helpdesk ticket system. You'll then automate CRM systems by integrating Excel data with UiPath. After this, the book will guide you through building an AI-based social media moderator using Google Cloud Vision API. In the second part, you'll learn about Automation Anywhere's latest Cloud RPA platform (A2019) by creating projects such as an automated ERP administration system, an AI bot for order and invoice processing, and an automated emergency notification system for employees. Later, you'll get hands-on with advanced RPA tasks such as invoking APIs, before covering complex concepts such as Artificial Intelligence (AI) and machine learning in automation to take your understanding of RPA to the next level.
By the end of the book, you'll have a solid foundation in RPA with experience in building real-world projects.
What you will learn
Who this book is for
This RPA book is for enterprise application developers, software developers, business analysts, or any professional who wants to implement RPA across various domains of the business. The book assumes some understanding of enterprise systems. Computer programming experience will also be beneficial.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 273
Veröffentlichungsjahr: 2020
Copyright © 2020 Packt Publishing
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Commissioning Editor: Pavan RamchandaniAcquisition Editor: Heramb BhavsarContent Development Editor: Divya VijayanSenior Editor: Mohammed Yusuf ImaratwaleTechnical Editor:Deepesh PatelCopy Editor: Safis EditingProject Coordinator:Kinjal BariProofreader: Safis EditingIndexer:Tejal Daruwale SoniProduction Designer:Joshua Misquitta
First published: May 2020
Production reference: 1220520
Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.
ISBN 978-1-83921-735-7
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To everyone out there striving to make work more fun!
To my mother, Vijayalakshmi, and to the memory of my father, Vasudevan, for their unconditional love and support.
To my wife, Anjali, for being my loving partner throughout our life journey.
To my loving wife, Harini, and my beautiful daughter, Nakshatra, for supporting me in completing this book in the most difficult and uncertain period of my life.
To my parents, Asokan and Selvi, for their love, support, prayers, and inspiration throughout my life.
To all the brave souls fighting the COVID-19 virus head-on, risking their lives for others.
Nandan Mullakara is the CEO of Innomatiq, an automation consulting firm that is helping organizations to discover, develop, and deploy automation with Robotic Process Automation (RPA) and Artificial Intelligence (AI).
He was most recently the head of RPA consultancy at Fujitsu America, where he helped enable the Fujitsu Digital Workforce offering. He blogs on RPA and technology at nandan.info.
Arun Kumar Asokan is an Assistant Vice President (AVP) at EXL Service. He is an intelligent automation consultant and business process management professional. Currently, he is helping clients design and operate RPA Centers of Excellence (CoEs) and build AI and Intelligent Document Processing (IDP) capabilities. He has previously worked for different digital consulting groups in HCL, Infosys, and Wipro, helping clients in different parts of the world. In addition to this, Arun promotes RPA and AI technologies by educating junior RPA developers with demo videos and thought leadership articles.
Rameshwar Balanagu is an experienced enterprise architect leading intelligent automation practice and is an active speaker about and supporter of the use of automation to enable rapid digital transformation.
He has led in various roles in enterprise architecture, analytics, and intelligent automation. He has worked in various areas, such as databases, middleware, Enterprise Resource Planning (ERP), Software as a Service (SaaS), Business Intelligence (BI), cybersecurity, and more. He also runs the sixth-largest intelligent automation meetup in the US.
In his spare time, he likes to teach and blog, and he loves playing badminton and ping-pong.
If you're interested in becoming an author for Packt, please visit authors.packtpub.com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea.
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Title Page
Copyright and Credits
Robotic Process Automation Projects
Dedication
Contributors
About the authors
About the reviewer
Packt is searching for authors like you
About Packt
Why subscribe?
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Code in Action
Conventions used
Get in touch
Reviews
Getting Started with Robotic Process Automation
Technical requirements
What is RPA? 
A quick definition
Benefits of RPA
Types of RPA
Attended automation
Unattended automation
Our RPA tools – UiPath and Automation Anywhere
UiPath 
UiPath Studio
UiPath Orchestrator
UiPath Robot
UiPath – an integrated view
Automation Anywhere
Enterprise Control Room
Build
Manage
Analyze
IQ Bot
Our projects 
Installation and setup
Installing UiPath
UiPath Studio and Robot
Configuring Automation Anywhere
Registration and setup
Installing the bot agent and verifying the setup
Summary
Help Desk Ticket Generation
Technical requirements
Project overview
Project detail
Project groundwork
Creating project folders
Creating an Excel sheet with ticket data
Registering and logging in to Zoho Desk
Main workflow
Project setup
Configuring the initial part of the main workflow
Reading from Excel
Exception handling
Invoking the Excel workflow from Main
Creating a support ticket in the Zoho Desk ticketing system
Recording ticket creation activities
Configuring the recorded activities
Validating successful ticket creation
Handling exceptions
Putting it all together
Testing the automation
Project enhancements 
Summary
CRM Automation
Technical requirements
Project overview
Project details
CRM preparation
Setting up the project
Extracting the customer list from CRM
Preparing the browser
Web recording
Data scraping
Using a Catch block for the Get Customer List Sequence
Looking up customer information
Creating a data table
Looping and creating company URLs
Extracting company details from Crunchbase.com
Invoking the RequestCustomerDetails workflow from the Main workflow
Updating the CRM with customer information
Looping through the data table and updating the CRM
Summary
Moderating Social Media Using AI
Technical requirements
Project overview
Project detail
Getting started with the project
Project groundwork
Reading parameters from the configuration file
Passing the configuration parameters to the main workflow
Reading image files from the input folder and creating a list
Reading files in the input folder
Reading and writing the image path list to the ImageDetails Excel file
Handling exceptions for the BuildExcelList workflow
Testing the BuildExcelList workflow
Setting up the Google Cloud Vision API's key and credentials
Setting up the Google Cloud Vision API services
Setting up a credential manager
Reading credentials from Windows Credential Manager
Looping through images and invoking the Google Cloud Vision API
Installing the UiPath GoogleVision package from UiPath Go!
Adding SafeSearch to the main workflow
Updating the image sheet with the API results
Passing the parameters and invoking SafeSearch 
Moving processed images to the Output folder 
Testing the automation 
Summary
Purchase Order Processing with UiPath ReFramework
Technical requirements
Project overview
Robotic Enterprise Framework (ReFramework)
Project detail
Project groundwork
Creating the PO spreadsheet
Setting up Apptivo
Getting started with the project
Purchase order Dispatcher
Purchase order Performer
Init state changes
Updating the InitAllApplications workflow
Invoking the InitAllApplications workflow
Process state changes
Attaching and activating the PO application
Creating the POs
Preparing to input PO data
Inputting the PO data
Handling PO entry errors 
Capturing the PO
Updating the PO in the spreadsheet
Testing the Automation
Summary
Completing an RPA Challenge
Technical requirements
Project details
Project groundwork
Completing the challenge with UiPath
Getting started with the UiPath project
Creating the challenge automation
Reading the RPA challenge Excel data
Inputting data into the RPA challenge forms
Testing the UiPath challenge automation
Recapping the UiPath projects
Automation Anywhere A2019
Completing the challenge with Automation Anywhere
Getting started with the Automation Anywhere control room
Creating the RPA challenge automation bot
Reading the RPA challenge Excel data
Preparing the RPA challenge website for input
Looping through each row and column
Iterating through each column and reading headers
Mapping and inputting the challenge data to the website
Testing the Automation Anywhere challenge automation 
Summary
Sales Order Processing
Technical requirements
Project overview 
Project details
Project groundwork
Creating the Parent bot 
Exception handling 
Opening and reading Excel data
Creating the Child bot for SO processing
Using the recorder to capture SO creation
Filling in customer details for an SO
Filling in item details for an SO
Passing the SO number 
Invoking the Child bot and updating the Excel sheet 
Looping through rows and invoking the Child bot
Updating Excel with the SO number
Moving the Excel file to the Processed folder
Testing the automation
Summary
ERP User Administration
Technical requirements
Project overview 
Project detail
Project groundwork
Creating a user request PDF
Signing up for Saas application 
Opening the Automation Anywhere A2019 control room
Creating the Parent bot
Exception handling 
Extracting user details from PDF
Assigning user data to row variables
Extracting user details with String operations
Validating email addresses with regular expressions
Creating the Child bot for new user creation
Creating a new user in Freshsales
Handling form validation errors
Handling exceptions 
Invoking the Child bot and creating the new user
Moving the PDF to the Processed folder on success
Notifying the user in case of insufficient data
Logging errors and sending email notifications
Triggers
Testing the automation
Summary
Employee Emergency Notifications
Technical requirements
Project overview 
Twilio
Project details
Project groundwork
Creating the employee spreadsheet 
Signing up for Twilio
Opening the Automation Anywhere A2019 Control Room
Creating a Child bot to send messages
Exception handling 
Saving Twilio credentials
Adding variables for the Child bot
Invoking the Twilio REST post method
Returning a response flag to the Parent bot
Unit testing the Child bot
Creating the Parent bot
Initializing Twilio and opening the employee Excel file
Looping through the employee list and sending text messages 
Checking and logging responses from the Child bot
Exception handling in the Parent bot
Testing the automation
Summary
Using AI and RPA for Invoice Processing
Technical requirements
Intelligent document processing
UiPath – Document Understanding
Automation Anywhere – IQ Bot
Project overview 
Project details
Project groundwork
Opening the Automation Anywhere A2019 Control Room
Downloading sample invoices
Creating the IQ Bot learning instance 
Setting up the initial IQ Bot learning instance
Reviewing and updating field mappings
Uploading invoices to IQ Bot 
Downloading structured data from IQ Bot
Checking the automation
Automation Anywhere projects – recap
Summary
Appendix A and B for UiPath
Appendix A – Connecting UiPath Robot to Orchestrator
Getting started
Creating a Standard Robot in Orchestrator
Adding an environment for the Bot
Connecting Orchestrator to the local Robot
Appendix B – Publishing to Orchestrator
Publishing to Orchestrator
Creating a new process
Running the process
Scheduling the process
Appendix: Looking Forward and Next Steps
Future of RPA
Hyperautomation
Future technologies and trends
Artificial intelligence (AI)
Document processing
Conversational AI
Process mining and process discovery
RPA as a service
RPA marketplaces
Conclusion
Other Books You May Enjoy
Leave a review - let other readers know what you think
RPA is an exciting new technology seen as the first step for using advanced new technologies to automate enterprise processes. We will see how RPA brings advances to automation compared to earlier techniques, which involved scripts and macros.
In this book, we will carry out a few real-world Robotic Process Automation (RPA) projects.
By the time you complete this book, you will be equipped with the knowledge, techniques, and mindset that you need to work on RPA projects of simple to medium complexity with UiPath and Automation Anywhere, with minimal guidance.
This book is for anyone who would like to get started with a few real-world RPA projects. Building these projects is like getting an on-the-job training on Automation. They may seem a bit tough to get through at first, but if you can use the book along with the supporting code, you will have completed some robust projects in the way that they would be executed in enterprises.
You will benefit from this book if you are any of the following:
An IT professional looking to build your first RPA project
A technology-savvy business professional (perhaps in finance or HR) seeking to explore automation via RPA
An IT or Business line manager, director or executive (any managers or directors in these areas) who would like to understand applied RPA
Chapter 1, Getting Started with Robotic Process Automation, gives you a quick introduction to RPA, its types, and its benefits. We walk you through the installation of UiPath and Automation Anywhere, the tools we will use for our projects.
Chapter 2, Help Desk Ticket Generation, shows you how to automate helpdesk support tickets using spreadsheets. This is an attended automation, which you can invoke using a shortcut.
Chapter 3, CRM Automation, demonstrates automating a typical "swivel chair activity" wherein you look up data from one application and use it to update another system. Here, we look up customer information and update that information in our CRM system.
Chapter 4, Moderating Social Media Using AI, teaches you to use AI to automatically moderate images that are uploaded to social media sites. The automation uses the Google Vision API and sends the administrator a spreadsheet with its moderation recommendations.
Chapter 5, Purchase Order Processing with UiPath ReFramework, uses the advanced UiPath ReFramework to process purchase orders. We read the purchase orders from a spreadsheet and input them into a purchase order application.
Chapter 6, Completing an RPA Challenge, sees you solving the RPA challenge at rpachallenge.com using both UiPath and Automation Anywhere A2019.
Chapter 7, Sales Order Processing, shows you how to take sales order data from an Excel spreadsheet and create orders on a web-based business application using Automation Anywhere A2019.
Chapter 8, ERP User Administration, sees you building a bot that automates new user creation. The bot looks up user information from a user creation request and creates the user in a SaaS application.
Chapter 9, Employee Emergency Notifications, shows how organizations can be enabled to send notifications to employees in the case of pandemics, hurricanes, floods, and so on. We look up a list of employees and send them a mass text message (SMS).
Chapter 10, Using AI and RPA for Invoice Processing, teaches you to use Automation Anywhere's IQ Bot to convert invoice data from an unstructured format into a structured format that we can use for automation.
Since RPA is a productivity tool, you mainly need the right version of the RPA tools.
In this book, we are using UiPath and Automation Anywhere, so ensure that you have the right version installed.
You also need access to a few SaaS applications and APIs, as documented in the Technical requirements section of each chapter.
Here is a summary of the software and hardware used:
Software/hardware covered in the book
OS requirements
UiPath Community Edition, version 19+
Windows 10
Automation Anywhere A2019 Community Edition
Windows 10
This book is compatible with the latest version of UiPath at the time of publishing (UiPath 2020.x).
If you are using the digital version of this book, we advise you to type the code yourself or access the code via the GitHub repository (link available in the next section). Doing so will help you avoid any potential errors related to the copying and pasting of code.
You can download the example code files for this book from your account at www.packt.com. If you purchased this book elsewhere, you can visit www.packtpub.com/support and register to have the files emailed directly to you.
You can download the code files by following these steps:
Log in or register at
www.packt.com
.
Select the
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tab.
Click on
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Enter the name of the book in the
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box and follow the onscreen instructions.
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The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Robotic-Process-Automation-Projects. In case there's an update to the code, it will be updated on the existing GitHub repository.
We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!
Code in Action videos for this book can be viewed at https://bit.ly/2Zo0s1u.
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Hello there! In this book, we will be guiding you through a few real-world Robotic Process Automation (RPA) projects. Thanks for joining us. By the time you complete this book, you will be equipped with knowledge, techniques, and the mindset to work on simple to medium complexity RPA projects with UiPath and Automation Anywhere with minimum guidance.
RPA is an exciting new technology that is being seen as the first step to using new and advancing technologies to automate enterprise processes. We will learn how RPA brings a level of advancement to automation that is much more evolved than the earlier automation process through its use of scripts, macros, and so on.
RPA is advancing rapidly and is part of a bigger movement to low code and no-code tools. Compared to traditional coding, these tools are easier to use and faster to deploy. Organizations are now using these rapid development tools with emerging technologies such as process mining, artificial intelligence (AI), and analytics to enable end-to-end process automation. We'll take an in-depth look at the future of RPA in the Appendix – Looking Forward and Next Steps.
In this first chapter, we will cover the following topics:
A quick introduction to RPA, its benefits, and the types of RPA
Overview of top RPA platforms
–
UiPath and Automation Anywhere
Installing and setting up UiPath and Automation Anywhere
To set up the RPA tools for this chapter, please ensure that you have the following:
A machine that is running
Windows 7 or
above.
At least
4 GB RAM, though i
deally, your machine should have 8 GB or more.
The Google Chrome and Internet Explorer web browsers installed.
If you have your hardware and software ready, then let's get started!
Robotic Process Automation (RPA) excels at automating manual and repetitive tasks. RPA, therefore, gives us a tool that we can use to automate all the unexciting work you may have been doing so you can do some exciting work! With this tool, you have more time to spend on unique human activities such as delighting your team, boss, and customers.
So, let's have a quick look at what exactly RPA is and the amazing benefits that makes it the hot technology that it is today.
RPA allows software robots to carry out tasks on a computer just like a human would.
The best way to visualize RPA would be to think of someone working on the computer and doing their daily work by clicking through computer screens, sending emails, and so on. Now, what if the computer clicks through, enters the required data, and performs the same work automatically? That is what RPA helps us do.
Here is an example of what RPA can do for you.
Let's say you are responsible for processing invoices in an Enterprise Resource Planning (ERP). You would log in to your ERP, go to a specific screen, and enter the invoice details one by one. Now, if you'd like to automate this task with RPA, you would configure these task sequences to create a "bot." Once this bot has been deployed, it would carry out the same tasks automatically – it would log in automatically and carry out the tasks without you having to do this repetitive work!
RPA doesn't just automate ERP transactions. As we will see later, throughout our projects, there are many business areas where RPA comes in handy and automates business and IT processes. This results in some great benefits to businesses. Let's have a look at a few of them.
The benefits of RPA are as follows:
Improved productivity:
More than
60% to 90% of the repetitive effort can be removed, with RPA increasing the output for each of your employees.
Rapid results and in-year benefits:
Rapid implementation and results are a key promise of RPA as you can conceive, design, develop, and deploy in weeks, not months or years.
Low startup costs:
Each of the bot licenses is less costly compared to other software tools and the bot can perform the work of about two to three
Full Time Equivalent
(
FTE
)
, ensuring the startup costs are low.
Reduced processing costs:
The costs of processing are reduced drastically
as
the bot costs around one third to one fifth the cost of an employee, depending on location.
Improved quality and accuracy:
Your bots perform assigned work with 100% accuracy, thereby reducing any rework that may have been required.
Improved compliance:
RPA activities are logged and
can be reviewed at any time. This gives you a greater degree of oversight and control over your operations.
You can gain these benefits using two types of RPA that have emerged so far – one runs on your desktop and the other type runs on a server.
We will complete projects with both types of RPA in this book. Now, let's take a look at what these types of automation are.
We have two kinds of RPA automation that are based on how the RPA tool helps you automate. One of them is like an assistant that you call upon to help you complete the tasks, while the other is a kind of automation that's mostly used for back-office work. What does that mean? Let's find out.
These are the assistants that run on your computer and help you complete parts of the tasks that you are performing. For example, if you usually copy and paste data from one application to multiple applications, you can invoke an attended RPA to take over just these sets of activities. The control is then returned to you by RPA to carry out the next set of tasks.
This type of automation is popular with agents at call centers. With this, the long, repetitive processes that an agent does are replaced with single clicks! This greatly reduces the time it takes to train your representatives. Therefore, attended RPA can reduce the average handling times, improving your customer experience.
You would use attended bots for the following reasons:
Tasks that need real-time human-system interaction
To augment your employee's day-to-day work, enabling them to do it faster and better
To help your employees understand and embrace automation
If you don't need a representative or worker interaction to execute a process, you can usually run the process on a backend server. This is known as unattended automation, which can be used to automate back-office work.
In unattended automation, workflows are self-triggered and run on servers. They usually run to a predetermined schedule and are available 24/7. For example, you can batch your invoices and process them at certain times during the day. The bot would later send you a report, indicating the invoices that could not be processed automatically. You can review the report and only work on the invoices that need your intervention.
These automated tasks can be scheduled or started through control rooms. You can allocate tasks, adjust priorities, manage queues, and intervene, in the case of performance issues, through the control room.
Usually, unattended automation gives you more control over the automation process. It follows your rules to complete a process automatically. You would use unattended automation for the following reasons:
Tasks that are structured and can be fully mapped
To replace entire roles where possible
To gather, sort, analyze, and distribute large amounts of data
You can use both unattended and attended automation either by themselves or together to implement use cases that give your business a distinct advantage. Most of the top tools give you the capability to implement both types of RPA. Let's look at two of them – UiPath and Automation Anywhere – both of which we will be using for our projects.
RPA tools help you automate business processes using multiple technologies. It all started with screen scrapping and workflow configurations to automate BPO processes. The emergence of AI technologies has helped the RPA tools include cognitive aspects. RPA, along with AI, is now being called "Intelligent Automation."
UiPath and Automation Anywhere are two of the top RPA platform vendors, as per the rankings from respected analysts such as Forrester and Gartner. They have taken different paths, as we will see, and have evolved into the top RPA platforms that we see today. In this book, we will be using these two platforms for our projects. So, let's understand a bit about them and their makeup before we dive into the projects.
UiPath is a top RPA platform by many measures. The company is one of the most funded in this space and gives you a sense of what investors consider the best RPA tool in the long run.
It is quite popular and has a big community. The secret to this is that Uipath made the platform easily accessible quite early. It is also one of the easiest RPA platforms with a comparatively low learning curve. This is why we have selected UiPath as one of the platforms for our projects in this book.
UiPath started as DeskOver in 2005. They first started by building automation libraries and software development kits for companies such as IBM, Google, and Microsoft. These libraries are still part of some of the products from these companies.
UiPath, which was DeskOver at that time, launched the first UiPath Desktop Automation product line around 2012. This product specifically targeted the RPA market. They worked with BPO providers to realize the market fit with RPA.
Fast forward to today, and UiPath is a top enterprise RPA platform. The UiPath platform helps you develop automation rapidly while being secure and scalable.
The platform has three main components:
UiPath Studio
UiPath Orchestrator
UiPath Robot
Let's check out each of these components.
