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RPA training plan

Set up RPA dev environment

DAY 1

  1. Set up RPA Dev Environment.
  2. Set up WorkFusion Studio.

Common RPA dev environment problems observed in training facilities

  1. Missed installation steps. Make sure you followed each step from setup guide.
  2. Proxy. Check corporate PROXY settings and use it in WorkFusion Studio. Make sure you have PROXY exceptions for localhost / 127.0.0.1 so IDE can communicate to local RPA Bot Relay.
  3. IE Settings. Check that "Private Mode" checkbox is unchecked for ALL zones. Also IE should start from Blank page, not Previously Opened Pages.
  4. RPA Grid. Make sure Hub and at least 1 Node are running. Check Console to make sure you have available Drivers of required type.

Architecture

DAY 1

  • Robotics – RPA
  • Automation Technology Classification
tip

Assignment: Review Examples. Download actual RPA Bot Task examples – bot-samples.zip

Review examples in your local Eclipse IDE. Run them. Ask questions.

Web applications RPA

Tools to find web application controls guide

DAY 2

  1. Take the XPath Tutorial and see Practical Examples.
  2. Use browser inspectors.
  3. Use special tools - ElementLocator, XPath Helper.
  4. Learn element selectors.
note

Assignment: browser dev tools + locators

  1. Setup ElementLocator to Firefox.
  2. Setup XPath Helper to Chrome.
  3. Open cnn.com and using XPath get
    • all Top Stories links
    • all Top Stories titles
  4. Open http://toolsqa.wpengine.com/automation-practice-form and using XPath get:
    • all radio-buttons Years of Experience
    • Automation Tester checkbox from Profession
    • all options from Continent drop-down
    • element of button

Learn Robotics API guide

DAY 2

note

Assignment: web table scraping

  1. Start from https://invoiceplane.workfusion.com.
  2. Log in as wf-robot@mail.com / freedom4ROBOTS.
  3. Navigate to Products > View Products.
  4. Parse Products table: Family | SKU | Product name | Product description | Price.
  5. Provide Products in Results Data.
  6. Put Products into Excel (use the list-to-excel plugin).
  7. Save Excel into S3 (save to temp.bucket bucket, create [your_name] folder in this bucket).

Advanced WebDriver Topics

DAY 3

  • Execute JavaScript
  • Drag-and-drop
  • Mouse move
  • Handle JavaScript alerts
  • Switch between browser windows and tabs
  • Handle browser iFrames
  • Webdriver wait commands
  • Take screenshots

Assignment: RPA + Data Stores + S3 + Excel Apache POI

  1. Start from https://invoiceplane.workfusion.com.
  2. Log in as wf-robot@mail.com / freedom4ROBOTS.
  3. Get invoiceplane account from Secure Storage.
  4. Create Data Store manually by uploading your CSV file - for DS names use Invoices[YOUR_NAME]. Create 2 Invoices. Invoices should contain 3 and 5 Products - come up with single table. Now it's OK to duplicate Products in Invoices table.
  5. In BPs Machine Task read data from Data Store you've created using the datastore plugin. Use this data in RPA script to populate into controls while automating Invoice creation.
  6. Create 2 Invoices. Notice that each Invoice creation requires two steps:
  • General Invoice form. Client | Invoice Date.
  • Extended Invoice form:
    • Payment Type: Paypal
    • Add all Products you've linked in DB to your Invoice. Fields of Product - Item | Quantity | Price | Description
    • Each invoice should have different combination of items
    • Set total Discount to 10%
    • Save your new Invoice
    • Take screenshot of each invoice entered. Upload on S3. Put S3 link into Result Data.
  1. Open the View Invoices page.
  2. Scrap the Invoices data from page.
  3. Take screenshot of Invoices page. Upload on S3. Put S3 link into Result Data.
  4. All Invoices should be exported to XLSX file using Apache POI library. Fields to export - Status | ID | Created | Due Date | Client Name | Amount | Balance
  5. Save Excel into S3 (save to temp.bucket bucket, use [your_name] folder in this bucket). Put S3 link into Result Data.

Simplified RPA API

DAY 3

Desktop Automation Using AutoIt

DAY 4

Examples

  • Notepad with Save As Dialog
  • Handle file download
  • Automate file upload
  • Automate basic authentication
  • Calculator automation
note

Assignment: PRA + Windows System Dialog + S3

  1. Start from https://invoiceplane.workfusion.com.
  2. Log in as wf-robot@mail.com / freedom4ROBOTS.
  3. Generate Reports > Invoice Aging report and save it to RPA Agent file system.
  4. Upload this file into S3 and delete from RPA Agent. Put S3 link into BP Result Data.

Java applets automation using Inspector

DAY 4

Examples

  1. Launch applet and insert-extract data.
  2. Automate SwingSet App.
note

Assignment: Automate Java applet application

SwingSet application https://rpa-tutorial.s3.amazonaws.com/demo/jfc/SwingSet2/custom/SwingSet2.html

  1. Parse textual table data from the JTable demo tab.
  2. Convert data into CSV.
  3. Save CSV into S3.
  4. Have link on CSV in result data of you BP run.
  5. For each value from column 'Favorite movie' search for movie and scrap data: Poster picture | Year | Actors | Director | Description | Rating | Budget.
  6. Prepare movies description as HTML table and send it with robotic script in email body from tuk.tuk.rpa@gmail.com / work4WorkFusion into aharhots@gmail.com.

Mainframe automation using AutoIt

DAY 5

  • Automate mainframe applications
  • Automate command line
note

Assignment: Automate Mainframe Application

  1. Download and setup Windows SSH/Telnet client PUTTY - http://www.chiark.greenend.org.uk/~sgtatham/putty/download.html.
  2. Your RPA code should launch PUTTY and connect to WF playground Linux machine as putty.exe -ssh traning@traning-ssh.workfusion.com -pw dEFgEmzL.
  3. Your task is to remotely generate SSH key with command: ssh-keygen -t rsa -C "your_email@example.com".
  4. After you launch command, you will be asked questions - your script should answer all of them (you can easily find guides of keys generation, for example, http://www.cyberciti.biz/faq/linux-unix-generating-ssh-keys).
  5. As a result, you will get PRIVATE and PUBLIC keys in files.
  6. Read contents from these files and put it into result data of your BP.

Large RPA Project Design

DAY 5

  • Page objects design
note

Assignment: Design with Page Objects + MCB

  1. Refactor your Create Invoices RPA script. Split it into multiple files containing corresponding Page Objects. Use Page Objects in main Controller.
  2. Configure MCB on your Eclipse.
  3. Start from Kickstart project
  4. Follow the MCB project structure to refactor your project with Page Objects.
  5. Deploy your package into your WF instance. Pull Bot Tasks into new BP. Test that all works.
  6. Send the URL of BP.
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