Installing Pega Robotic Automation Studio For Mac



From the table below, click the Pega Robotic Automation Studio 19.1 Installations Instructions link to download and read the installations instructions for the proper procedure to install Pega Robot Studio. The installation process requires you to install Pega Native Foundation, any necessary system components, and then Pega Robot Studio. From the table below, click the Pega Robotic Automation Studio 19.1 Installations Instructions link to download and read the installations instructions for the proper procedure to install Pega Robot Studio. The installation process requires you to install Pega Native Foundation, any necessary system components, and then Pega Robot Studio. This file contains information necessary to connect to and work with Pega Robot Manager, Pega Workforce Intelligence, and the Deployment Portal (formerly Management Console). This cloud-based server product provides a simple way to manage the testing and implementation of the solutions you create with Studio and the system updates periodically. What Is Robotic Process Automation? Robotic Process Automation saves time and human efforts to a major extent. It is a time saver and a cost-effective one too. Important features of robotic process automation include platform independence, scalability, and intelligence. Every RPA system must include the three capabilities stated below. Use the Chrome extension to Pega Robotic Automation 8.0 to interrogate and automate the Google Chrome browser. Typically, you use the Setup wizard for Robotic Automation Studio or Robotic Automation Runtime to install or update the Chrome extension.

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This Help system includes reference information and examples for Pega Robot Studio and Runtime users. The following links provide a quick way to view information on the core functional areas of Pega Robotic Automation. Use the table of contents, index, or search functions to find specific topics on using Studio, Runtime, and Agile Desktop.

You can also use the Pega Community to find additional information resources,such as build and release notes, installation guides, user and implementation guides, and information on Pega Academy offerings.

Note: For information related to the Microsoft Visual Studio framework, refer to the Microsoft MSDN website.

Topic

Description

Integrated Development Environment (IDE) for creating, building, and testing Runtime projects.

Studio provides a set of custom project items designed specifically for application integration, workflow automation, and event monitoring.

Adapter project items provide integration with enterprise applications for creating automated workflows and event monitoring.

Automation project items provide visual design surface for creating automated application tasks and application event reporting.

Provides a suite of specialty components for use in workflow automaton and application event monitoring projects.

Building and Debugging ProjectsProject Deployment
Project References

The design environment contains functions for configuring and building deployable Runtime projects as well as Studio project assemblies to use with non-Studio .NET projects.

Testing and Debugging Projects
Diagnostics
Unit Testing

Provides comprehensive set of testing and debugging functions for use with Studio projects. In addition, you can configure both Studio and Runtime application to publish detailed diagnostic messages.

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Updated: 18 June 2020

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Robotic Processing Automation known as RPA is a new emerging technology, which enables completion of tasks using Software Robots. Using RPA you can do any work faster and error free. In RPA, Robot defines an application that does the action of the user and communicates with the system user interface. The process is doing things steps by step and Automation is doing things automatically. So,RPA is deploying the robotic software which can do the work without human requirement i.e. sending automatic emails, or creating document automatically. To create Robotic Process Automation some tools are required, like blue prism, Pega and UiPath. So, UiPath is one of the tools for creating Robotic Process Automation. It is considered as the best most popular in terms of technology.A tool of UiPath, known as community edition can be downloaded and used by anyone anywhere and it is free of cost.

Mentioned below are some features of UiPath:

UiPath Studio

UiPath Studio is the software that is used to create Robotic Process Automation.It enables you to automate all your repetitive tasks from the back office. It converts the boring tasks into complete Ui automation, thus making your work faster, easier and error-free. The automation tool, UiPath Studio has two parts which are mentioned below:

1. The process designer, where the software robot is built.
2. The execution part, in which the robot is put to work and executes the automation.

UiPath ROBOT

The ROBOT executes the processes built in the Studio like a human would. Robots can work without human supervision in all the offices and all kinds of environment, be it virtual or assistants. It is easy to train UiPath robots because they see the interface like a human does. They are automated assistants to humans and are designed to work along with humans while permanently reporting on progress.

UiPath Orchestrator

It is a web application that enables you to implement, schedule, supervise and manage Robots and the processes.

The Installation process of UiPath on windows:

Requirements

  • WINDOWS computer with Internet connection only.(UiPath is not supported in Mac version)
  • Must learn MS Excel spreadsheets, MS Word, websites, and software applications.
  • Must take an RPA overview for better understanding.
  • Must take “RPA Tech Primer” course to improve tech skills.

The Windows Installer

Step 1:

To start with the installation, first, download Uipath Setup from the official website. UiPath Orchestrator component will not be displayed without launching the installer.Launch the installer as an administrator from the command line and without installing IIS 7+ is on the machine.

Step 2

After doing above mentioned steps a box of terms and conditioned will appear.After reading and agreeing to the terms ofthe License Agreement of the software, it will show the following options:

Step 3

UiPath Studio: Start with Installing the Studio. (Enabled by default)

Step 4

UiPath Robot: Installs the Robot on the local hard drive. (Enabled by default)

  • Register as Windows Service:Installing the Robot as a Windows Service or in a user mode. The Robot is installed as a Windows Service by default.
  • Install local activities feed:Installs the activities feed locally, in the UiPath Activities folder.(enabled by default) To have activity packages locally is of use if you do not have intentions to connect your Robot to Orchestrator,or if you want to have a better control of the activities which are used in an automation project.
  • Automatically start client: Running the Robot at Windows startup. (Enabled by default)
  • Java Bridge:Installation of UiPath Java Bridge is for a better automation in regards to Java applications. (Enabled by default) It takes little longer than the usual to install java applications.

Step 5

Click the button next to each featureand select one of the following options to change the default settings:
Install on the local hard drive:helps you install the corresponding feature on the local hard drive.

The entire feature will be installed on the local hard drive:It installs the corresponding feature on the local hard drive, with all its sub-features.

The entire feature will be unavailable:It does not install the corresponding feature.

Step 6

.exe Installer – Installation

You can then install Studio and a user-mode Robot using .exe file. The installation process and all other advanced options are already configured to help in getting studio run, right away.

• Types of RPA

We have discussed Robotic Process Automation in the beginning and now we’ll know about the types of RPA. 3 types of Robotic Process Automation have been introduced according to the areas of different needs:

• Attended automation

An attended bot is a bot that resides on the user’s machine and executes its automation on the user’s local workstation. They are suitable for the tasks that are focused at programmatically hard-to-detect points.Attended bots can be set up in the following ways:
1. Via the RPA product’s client toolwhere the customer service representative selects the bot to be launched.
2. Via an embedded screen button when certain conditions meet
(When the representative is talking to the customer)
3. Via an existing screen Ui element For example, if some KYC check needs to be done on a newly signed up customer’s phone numbers, Bot can be launched as soon as the phone number column is filled.This way, RPA bots can be launched automatically without any intervention from the employee.

Installing Pega Robotic Automation Studio For Mac Download

• Unattended automation

An unattended bot is a bot that runs on a dedicated workstation. They complete a data processing task in the background and do not require user interaction. They are considered best for reducing work of the back-office employees. Options for launching unattended automation are given below:
1. Data input in a specified location
2. Bot initiated
3. Orchestrator initiated
4. Specified intervals

Hybrid RPA

When both, attended and unattended RPA bots are used together to provide automation for both as a whole inthe front office and back office activities, permitting an end to end automation of a process.

Installing Pega Robotic Automation Studio For Mac

Sequence and Flowchart Diagrams

The process in UiPath studio can be defined as two types that is as sequence and flow charts. It is necessary to use either of the two based on the context.

Sequence diagram is the one which include the interactions that happen among classes as exchange of message over the time. They are even known as event diagrams. Sequence diagram is regarded as the best way for visualizing and validating various kinds of runtime scenarios. They are helpful in predicting the way system may behave and also are used for discovering responsibilities that a class should have during the process of modeling a system.

There are notations that represent each and every thing in a sequence diagram. Class roles or the participants are the notations that represent the way objects behave in any context. UML object symbol can be used for illustration class roles but the object attributes need not be listed. Activation or Execution boxes are used for representing the time that any object may need for completing a task. When the object is very busy in executing the process or waiting for the reply message, it is good to make use of very thin gray rectangle which is placed vertically on the lifeline. Messages are represented as arrows showing the communication that happens between objects. Half arrowed lines are used for representing asynchronous messages. They are sent from one object that does not wait for any response from a receiver before continuing with the tasks assigned to it. There are notations for lifelines, destroying objects and loops. Sequence diagram even have different types of messages.

Flowchart is the visual representation of sequence of the decisions and steps required for performing any process. Each step that is associated with a sequence is noted in a diagram shape. There are so many different shapes that are used as symbols representing different things in flow chart. Flow charts are even available in different forms that include swim lane flow charts; data flow diagrams influence diagrams, workflow diagrams and process flow diagrams.

Sequence diagrams are used when the tasks have to be done in sequential way and flow charts are used when there are numerous conditions or branches in the tasks. They are called workflow and they exist in workspace.

Also read:ROBOTIC PROCESS AUTOMATION –A Giant Leap in Future Present

Run and Debug/Error:

Run is the process of running the software robot in Ui environment. UiPath can run robots in attended and unattended manner. The attended robots run on your PC and you can decide when to start that. It is a good way to have control on a software bot. The unattended robots run on the remote PC and they run in the timed schedule. The attended robots are very much suitable to be used so that the productivity of the company becomes appealing in an agile and smaller company. It is one of the best ways they can make use of UiPath. In UiPath training can even be used for providing maximum return on the investment that is made on it. It is a robust, reliable solution that is highly rich in features to implement RPA in a full fledged manner in any large organization to establish the goals that they have with its implementation. Any organization would look at it as an investment that could provide very fast and appealing results. The UiPath can ensure to provide with a solution that can reduce much of headache to the developer.

If there are any errors, it is possible to run in the debug mode to find out what exactly has gone wrong. It is even possible for setting the breakpoints with UiPath so that it is much easier to figure out the exact cause of the error. With UiPath, there is no possibility to make changes dynamically. For making any change to find out the code works fine, debugging should be done in read mode, stop it and make the changes and then again to repeat the same to check the error status. It is not a very easy thing but the way it helps in pointing out the errors very effectively is something that is highly appreciable when it comes to UiPath. Any errors can be found and fixed easily with the debug mode that is available in UiPath.

Understanding and Tool Information About UiPath:

UiPath is the RPA platform that is developed to meet the needs of the enterprise environment. UiPath comprises of three major products in it that are UiPath Studio, UiPath Robot, and UiPath Orchestrator.

UiPath studio- It is an advanced tool which helps in designing the automation processes in much visually appealing manner with the help of diagrams. The sequence diagrams and flow chart diagrams are some of them used by UiPath studio for designing the processes.

UiPath Robot executes processes which are built in Studio in a similar way as any human does it. There are unattended robots available which can run on some remote location and do the work based on some timer set already for them. They keep running and the whole process gets completed without any human intervention. There are also attended robots available which can run as assistants to humans. People have to trigger them and they run a process which is built in the studio. It is something that can make the work of the people much easier for them.
UiPath Orchestrator is the web application which enables the user for deploying, scheduling, monitoring and managing processes and robots. There are also business exception handling that can be done through the centralized work queues.

The studio comes with different kinds of workflows that help in building the automation workflow based on the needs. Activities are required for automating apps like typing and clicking. More than 300 of these kinds of activities are there and they enable in interacting with the web browsers, databases, images, PDFs, terminals, email accounts and others.
The record feature available with UiPath can is used for creating workflows. Robots, UiPath executors can easily interact with larger amount of the application in the same time. It is one of the best tools to implement RPA.

RPA Use Case | RPA Case Study | HR On-Boarding

Industry – Human Resource

Use Case – Employee On-Boarding

Problem Statement
One of the leading US based MNC has 500 new joining every month across different geographies and has been facing challenges coping up with the manual day to day employee on boarding tasks, which is not only time consuming but repetitive in nature.

Pega Robotic Automation

Typical Challenges

• Painful Manual Data Entry
• Straight through Processing (Many disparate systems)
• High Lead Time
• Manual mistakes

AS-IS Process

Our Solutions

We’ve proposed RPA based approach to automate all the manual activities involve into HR Employee on boarding. The RPA bots typically performs the following activities,

• Read relevant documents
• Create Email accounts
• Add employee to mailing list
• Generate Phone extension
• Request Card
• Create AD accounts
• Scrap employment details and push to system
• Send employment and login details to employee

TO-BE Process
Tool Stack
• RPA UiPath
• OCR ABBYY

Underlying Applications
• Oracle Financials
• Service now
• Active Directory

Pega Robotics Studio Tutorial

Download PDF RPA Use Case

RPA Use Case PDF 600.13 KB

Installing Pega Robotic Automation Studio For Mac Os


Pega Robotic Automation Studio