Blue Prism – Useful Resources The following resources contain additional information on Blue Prism. Please use them to get more in-depth knowledge on this topic. Useful Links on Blue Prism – Blue Prism Official page. – Wikipedia reference for Blue Prism. To enlist your site on this page, please drop an email to [email protected]
Discuss Blue Prism RPA is the process of automating routine tasks by using software robots such that these tasks are performed automatically without any human intervention. These tasks include IT management, sales operations, procurement process, data entry, data extraction, auto generation of reports, customer service operations, etc. This tutorial provides basic understanding of RPA and its implementation using Blue Prism.
Blue Prism – Credentials Manager Credentials are a secure repository for details used to log in to target applications. They are encrypted in the Blue Prism database to make them only accessible to those who should be able to use them. The Credentials Management system determines which Processes, Resources and Roles have permission to access the information, and a special Internal – Credentials Business Object provides actions for using credentials. To configure the credentials, Go to System Manager → Security → Credentials. Before creating the credentials first, we need to configure the key, then only it will allow to create credentials. Creating the credentials.
Blue Prism – Work Queues A work queue is an internal configurable list that enables a Process to manage its workload. A process can use different work queues and a work queue can be shared by multiple processes if required. The Queue Management tab in Control Room provides the operational user interface for work queues. The tab is divided into two: a list of queues is shown in the upper half, and the lower half shows a list of the items in a queue. Work Queue Configuration Work queues are created in System Manager, the administrative are of Blue Prism. Tags A Tag is a keyword of term assigned to a Work Queue item as a method of categorizing or grouping that item. Adding tags Adding a Tag to a Work Queue item simply requires the use of an Action Stage. Add an Action stage into your process flow. In the Action stage, perform the following actions − Select the Internal – Work Queues Business Object. Select the Tag Item Action. Set the Item ID Input Parameter to be the Item ID for the Work Queue Item you wish to tag. The item does not need to be locked to add a tag. Set the Tag Input Parameter to be the Tag that you want to add to the Work Queue item. Click OK. Removing Tags Removing a Tag from a Work Queue item also requires the use of an Action stage. To remove a Tag, follow the below steps in Process Studio − Add an Action stage into your process flow. In the Action Properties, perform the following − Select the Internal – Work Queues Business Object. Select the Untag Item action. Set the Item ID Input Parameter to be the Item ID for the Work Queue Item you wish to un-tag. The item does not need to be locked to remove a Tag. Set the Tag Input Parameter to be the Tag that you want to remove from the Work Queue item. Click OK. The following screenshot explains the above steps clearly − Status Each Work Queue item has a status. The status can be used as a method of recording what work has been done so far on a Work Queue item Setting the Status for a Work Queue item simply requires the use of an Action stage. The following steps will be required − Add an Action stage into your process flow In the Action Properties do the following − Select the Internal – Work Queues Business Object. Select the Update Status action. Set the Item ID Input Parameter to be the Item ID for the Work Queue Item you wish to assign a status to. Set the Status Input Parameter to be the Status that you want to update the Work Queue item with. Click OK The following screenshot explains the above steps clearly − Using Status Your process can also be configured to use the item status to ensure steps within your process that should never be repeated. To use the Item Status, simply add decision stages to your process that checks the Item Status so that any parts of your process that have already been done for the item can be skipped. Remember, the Item Status can be returned as an output from the Get Next Item action. Priority When designing an automated solution, you should consider if any different work types or scenarios within the process should be worked before the other worked items. Using Priority The Priority for a Work Queue item is done when the item is first added to the queue using the Add To Queue action. The Priority of an item cannot be changed after it has been added to the queue. Active Queues Using the traditional session management model, sessions are started on resources which poll the work queue for cases to work. These sessions are started in Control Room manually, or via a scheduler service which is running on a Blue Prism Server instance. Active queues introduce an alternative mechanism for managing the sessions which work the queues, made possible by creating a closer association between work queues and sessions. Instead of creating sessions separately in Control Room and then moving to the queue management page to see the results, active queues allow you to set a target number of resources which should be working the queue. Blue Prism uses the active queue configuration to determine how to achieve that target. Active Work Queues are only useful when running dozens of sessions for one process. When this is not the case, the benefits of Active Work Queues will not be realized.
User, Role and Log Management In this chapter, we shall discuss about User, Role and Log Management in Blue Prism Environment. Step 1 Login into blue prism Step 2 Select system → Security →User Step 3 Window will open right side we can find the new option click on it. Step 4 Window will open with name as create user wizard their enter name and password. Step 5 Click next button and a window will open give the password duration and assign the role. Step 6 We gave permission to access development then click finish. Now logout form the admin user and then login with user which we created. We can observe that access home and studio because gave permission to access the development only.
Blue Prism – Application Modeller Application modeller is used for spying the applications. Spying is identifying the elements in the Applications. Application modeller window is as follows − Spying Modes We have 4 different types of spying modes as shown below − Win32 Mode HTML Mode Accessibility Mode Region Mode Follow the below steps to select any of the spying modes or to switch between different modes − Use Ctrl and Left-Click to select the highlighted item in spying modes. Use Ctrl and Right-Click to Cancel. Press the Alt Key to switch spy modes. Working with Web Applications We shall now discuss how to work with web applications − Facebook login and logout First, let us create a business object and enter a name for it. We need to configure the Application Modeller. Now we are going to spy the login button, username and password fields. Now, we shall start the implementation part. Create data items for email and passwords. Use ”write stage” to type email id and password into Facebook site. Click on Login button using Navigate Stage. We are not getting the Click Actions in Navigate Stage. So, go to Application Modeller and change the Login Element type to button. Here, we are using the wait stage to load the site before launching the website. Now login to Facebook site. To logout from account, we need to prepare the element in Application Modeller. Spy the required elements, first check what are the elements required for logout. Then, we need to spy the arrow and sign-out option. Use Navigate stage to click on arrow and click on logout. After login button the site will take some time to load Account information. It depends on our network mean internet speed. After login use conditional wait to hold the bold until the logout arrow will exists. Working with Windows Applications and Multiple Windows We shall learn how to automate the training order system with the step-wise procedure given below. The screenshots given in the subsequent sections help you understand the process clearly. Step 1 − Create the business object. Step 2 − Configure the Application modeller. Step 3 − Spying the Sign in window. Use Ctrl+Left to highlight the element, and ordinal element is used to Unique Identification. Step 4 − Spying the staff number. Step 5 − Spying the password. Step 6 − Spying the sign in button. Now we start the implementation part. Step 7 − Using the Navigation stage to launch the application. Step 8 − Using write stage to configure the staff number. Step 9 − Using another write stage to configure the Password. Step 10 − Using Navigate stage to Sign IN. Step 11 − Link the process.
Email and Surface Automation We shall discuss email automation and surface automation topics in this chapter. Email Automation Before performing email automation, we need to give permission to our Gmail account we are currently using. Follow the below steps to give the permission to the Gmail account − Go to My Account page → Click on Sign-in & Security → Scroll to end of the page and select less Secure apps option → Enable it. Step 1 − We need to configure the email settings in action. Step 2 − Create two data items for username, password, from email address and to email address. Step 3 − Provide the POP3 and SMTP server details Step 4 − Provide the POP3 and SMTP port Details. Step 5 − Provide the true for POP3 UseSSL and SMTP UseSSL. The screenshot given below explains all the above steps clearly. Step 6 − Let us name it as “Send mail”. Step 7 − Next step is to link the process. Surface Automation Blue Prism provides Surface Automation techniques that can be used as an alternative when technology connectors are not available. Some of these Surface Automation techniques are briefly described in: Regions, Character Matching, Global Clicks, and Keys sections. Follow the below steps to run surface automation in your device. Screenshots are included after each step for easy understanding − Step 1 − Create the business object and configure the Application modeller with Surface Automation. Step 2 − In the next step, we need to define a new application model name as given below − Step 3 − Based on the application type in use, select one as shown below − Step 4 − Indicate the type of application being used. Step 5 − In this step, enter the path where the .exe file is saved or browse the location using Browse button as shown below − Step 6 − Enter the Element details and launch the application. Step 7 − We can launch the application using the launch button at the bottom as given below. Step 8 − Login into the application using the credentials. Step 9 − Identify the spy elements as shown below − Step 10 − In this step, we need to identify the username and password. Step 11 − Identify the User Name. Step 12 − Identify the password. Step 13 − Identify the login button. Step 14 − Create the two data items: username and password. Step 15 − Launch the application using the navigation stage. Step 16 − Configure the username using the navigation stage. Step 17 − Configure the password using the navigation stage. Step 18 − Now, run the process.
Blue Prism – Object Studio Object studio is mainly used to develop the objects. Inside the object, we have different types of actions as follows − the Application Modular to Spy the Elements initialize page and clean up page Creating the Object from Object Studio After launching the Blue Prism, open Studio tab, right click on Objects and select Create Object. The screenshots clearly explain the process of creating objects − Provide a name for new business object. It will create an object in objects list. Different Stages in Object Studio The different stages in the Object Studio are listed below − Link Block Read Write Navigate Code Wait Process Page Action Decision Choice Calculation Multi Calculation Data Item Collection Loop Note Anchor End Exception Once you create an object, the initialize, cleanup and action pages will be created and the initialize page will be launched with the above mentioned stages. The below Business Object (VBO) will give you more detailed explanation of how the stages can be used and how the VBO works. Understanding Collections to Excel Multiple values stored in the form of rows and columns are called collections. We call add rows to collections using the below two ways − Using Internal VBO as “collections”. Using “Utility-Collection Manipulation” VBO. Create a Business Object Enter the name of the business object you like to create as shown below − Now, enter the description of the business object as shown below − Then, click on Finish. Double click on newly created VBO to open it. In the action tab, the start and end stages will be created by default with a link to them, select the link and delete, so that the actual stages can be implemented in it. Create a collection and add rows to the collection using the internal VBO. Provide the collection name, description and provide details in fields: name, type, description and fields. Use Add field to add any extra field. Use Loop Stage Select Loop from the stages, loop will have start and end parts. It is used to execute the stages in the loop with the mentioned iterations. Provide the name for the loop and select the correct collection from the drop down list. Create four date items Using the data item stage, create four data items as given below − C no C name Limit Jdate Use Multi Calculation to add data to collection in the empty row. Provide a name to that multi calculation, drag the expression from collection list to expression, and drag the data items from the data item list to Store In values. Link the stages using Link and save the Business object. Execute the VBO by clicking on play button. The result will be with the proper outputs which were provided in the collection as shown below − We will understand the collections with Excel as shown below − First, we need to create an instance and take the output as ”handle” then open the work book name and pass the handle as input parameters. It will write the work book name, then perform another action get worksheet as collections. Step 1: Create instance Action − Name: Create instance Description: Create instance Business Object − Ms Excel VBO Action: Create Instance Output: Handle Step 2: Open Business Object: Ms Excel VBO Action: Open workbook Input − Value= Handle File Name Output: store in workbook. Step 3: Show Business Object: Ms Excel VBO Action: Show Input − Value = Handle Step 4: Read data into collections Business Object: Ms Excel VBO Action: Get worksheet as collection (Fast) Output: store in Customer Details. Step 5: Loop Go to Loop properties Name: Read the data from collection Description: Read the data from collection Collection: Customer Details. Step 6: Multi Calculation Name: Customer data Customer details. Understanding Choice with Collection and Excel We need to create student Data with the given data − Grade A >=90 Grade B >=75 Grade C >=60 Grade D >=50 Step 1: Create instance Action − Name: Create instance Description: Create instance Business Object − Ms Excel VBO Action: Create Instance Output: Handle Step 2: Open Business Object: Ms Excel VBO Action: Open workbook Input − Value= Handle File Name Output: store in workbook. Step 3: Show Business Object: Ms Excel VBO Action: Show Input − Value= Handle Step 4: Read data into collections Business Object: Ms Excel VBO Action: Get worksheet as collection (Fast) Output: store in Students Details. Step 5: Loop Go to Loop properties Name: Read the data from collection Description: Read the data from collection Collection: Student details Step 6: Choice Choice Name Choice Criterion Grade A Student Details Marks>=90 and <=100 Grade B Student Details Marks>=75 Grade C Student Details Marks>=60 Create one data item as Grade. Create calculation as follows − Grade A Grade B Grade C Before the loop, we need to configure the values. Take the Action stage: Name: Default Cell Business Object: Ms Excel VB Action: Active workbook Then, Perform another action – Current Cell Business Object: Ms Excel VBO Action: get Active Cell Output store in Current cell. Then, Write the data into excel Business Object: Ms Excel VBO Action: Set Cell Value Perform another action – Go to Next Cell Business Object: Ms Excel VBO Action: Go to Next Empty cell down Input: store in current cell.
Blue Prism – Schedule Management In this section, we shall discuss about schedule management. Scheduler Blue Prism tool allows to execute processes at specified times and repeat their execution at various intervals. It is termed as Scheduler. Configure Scheduler In the System tab, we have Scheduler option. Configure the scheduler as shown below − After we configure the scheduler, we need to click on the Check box to activate the scheduler as shown below − If the resource is offline, we have retry option under Resilience in the scheduler. We can choose to retry in the terms of seconds and number of times.
Blue Prism Tutorial Job Search RPA is the process of automating routine tasks by using software robots such that these tasks are performed automatically without any human intervention. These tasks include IT management, sales operations, procurement process, data entry, data extraction, auto generation of reports, customer service operations, etc. This tutorial provides basic understanding of RPA and its implementation using Blue Prism. Audience This tutorial is targeted for beginners in RPA and gives you the basic understanding of the tool from where it could be taken to advanced level of expertise. Prerequisites There are no prerequisites for learning RPA. A little of analytical and logical thought procedure to build a process is required.