Category: blue Prism

Blue Prism – Process Studio Process studio has only Main page. If the page is published, we can call from the process studio. We use the Process studio for developing and testing. Difference between Process and Object Studio Major difference between process and object studio are given below − Process Studio Object Studio It is created as diagram that looks like flow diagram by development tool Create Objects graphically by development tool Stages: We have Alert stage in Process Studio Stages: Read, Write, Navigate, Code and Wait We have the Main Page We have initialize and clean up Page Process interacts with object studio and control room Object Studio interacts with external Application. Launch and Application Modeller is not available Launch and Application Modeller is available Stages in Process Studio Various stages in the Process Studio are given below − Link Block Process Page Action Decision Choice Calculation Multi Calculation Data Item Collection Loop Note Anchor End Alert Exception Publishing the object studio pages We can publish the object studio pages using the below steps − Develop the Business Object. Deploy the Business object actions. Publish the object studio. After publishing the process, we can run from the Process Studio. Publishing the Process to Control Room We can publish the process to control room using below steps − Develop the process object. Double click on the description. Then select the check box publish the process to control room. The published process displayed in the available process. Input/Output Parameters Passing We want to pass some parameters to one page to another page using the input/output parameters. We create the input and output parameters in process studio. We need to declare the input parameters at the start stage. We need to declare the output parameters at the end stage. We shall look at a step-wise approach to pass Input and Output parameters − Step 1 − Create the business object. Step 2 − Define the input parameters in Start stage. Step 3 − Double click on Start Stage to configure the input parameters. Step 4 − Define the output parameters in End Stage. Step 5 − Go to calculation Stage for simple calculation. Step 6 − Connect the process and save it. Step 7 − We must publish the process. Step 8 − After publishing the process, we can run from the Process Studio. Step 9 − We need to create the process in process studio. Step 10 − Use the Action stage to call the process from object studio. Step 11: Create the data items and run the process.

Blue Prism – Exceptions Handling Exception handling is defined by the management of  in . It ensures that problems can be automatically resolved if possible, or easily identifiable and repairable by system administrators or passed for human completion where appropriate. The success of exception handling depends on how well it is implemented during development. Achieving Exception handling in Blue Prism Exception handling is a critical part of any blue prism solution. An exception is a problem that arises during the execution of a process/object. When errors are encountered in blue prism, it generates exceptions. Exception Handling Stages Exception handling can be achieved by using resume, recover and exception stage. Recovery − Begins a block for handling exceptions. Resume − Ends a block for handling exceptions. Exception − Explicitly raises an exception in the execution of process or object. Types of Exceptions We have 3 types of exceptions in Blue Prism − Internal Exceptions System Exceptions Business Exceptions Internal Exceptions Internal Exceptions come based on our missing mandatory data in stages. Suppose, we want to save the data for newly created excel. However, we missed to provide path, then we get the internal exceptions. Another example is when we give invalid expression in calculation stage, we get internal exceptions as shown below − Create 3 data items i.e X, Y and Z with text type. Use calculation stage to perform the simple calculation Now, run the process. Business Exceptions These exceptions are not actually exceptions, however, based on the business rules, we are creating the exceptions. We need to fire manually through bot. Let us suppose, we working on excel data having the employee name and his account balance. Reading these data into collections and checking the balance of each employee. If the balance of any employee is zero, we need to fire exception and log the message. As per business rules, if the balance is zero, the payments cannot be done. Step 1 − First, we will read the data and store the collection. Step 2 − We need to loop collections and check if the column has zero. If yes, then throw an exception. Step 3 − We need to configure the Exception stage. As we have so many exceptions types, we need to configure this as Business Exception. System Exceptions System Exceptions will occur based on internet is down or our bot need internet or any system failures. We need to handle these Exceptions using the Recovery and Resume stages. We don”t need to link to recovery stage, whenever and whereever exceptions fires, immediately the recovery stage catches those exceptions. Exception Bubbling When the Exception is fired, it moves upwards towards the flow until it gets caught by recovery is called Exception blubbing.

Blue Prism – Introduction to RPA A robot is a machine that mimics the human user in performing various tasks, such as clicks, navigations, typing, etc. Sequence of meaningful activities that may involve multiple systems or applications make up a process. Automation is the sequence of steps which are performed without any human interference (once configured). Robotic Process Automation Robotic process automation (RPA) allows using software robots instead of people to drive the business. It is used to automate regular tasks so the user can concentrate on accomplishing complex tasks rather than routine work manually. This would in turn reduce the human errors. RPA Benefits The following are the advantages of RPA − Building a unified view of the customer Increased customer satisfaction Increased employee productivity More accuracy and quality Cost effective Up to 80% reduction in AHT (Average Handle Time) Up to 90% reduction in ART (Average Resolution Time) Increased ROI (Return on Investment) within 3 months on an average. RPA Tools We have the following popular tools available in market for RPA − Blue Prism Automation Anywhere Ui Path Work Fusion Open Span Uses of RPA The following are the uses of RPA − Dual data entry scenarios Data manually entered in one system need not be reentered into another system. RPA replaces such dual human effort since invoices are indexed in the workflow and then manually reentered in ERP. Straight-through processing Inputs arriving from various systems such as web pages for customer orders, workflow for invoices, emails or excel files must be entered into ERP. However, if the input is clean and the rules are well laid out that data entry can be done through RPA. Virtual integration between different systems Standalone, Legacy, ERP or workflow systems often do not communicate with one another and integrating them would cost millions of dollars and precious IT time, RPA can provide light weight integration connecting disparate systems at the user interface level. Responding to data extraction and responding requests When data and report requests come from multiple process owners, vendors, and even end customers, employees log into a system to extract the data, format it, and send an email to the requestor. RPA lends itself well to such rule-based tasks. Rule based decision making RPA can execute decision-based tasks provided the rules driving those decisions are well laid out. For instance, on an invoice coming from a utility vendor, RPA can change payment terms to “immediate” from whatever is on the invoice. Life Cycle of RPA The lifecycle of RPA is given below − Analyze and Identify Step one of RPA life cycle is to analyze a business problem for RPA development. This is usually done by business analysts and RPA architects. Processes which can be automated are identified, timelines for the development are decided, approach is documented, and approval is obtained from stakeholders to start the development. Implement RPA developers work on the requirements in development environment to automate the manual processes. Development is done in wizard and these is a limited requirement to perform coding in developing the bots. Testing In this phase, bots are tested to evaluate the quality and to correct errors if any. Go Live After the bot is tested thoroughly, it would be deployed into the live environment where users start using it. It enters maintenance phase where support and change requests for the bot are entertained and defects are fixed with immediate effect. Types of Robot in RPA There are two types of robots in RPA as given below − Back Office Robots Front Office Robots Back Office Robots Following are the features of back office robots − Back office robots will run unattended. They are in batch Mode. They run in virtual environments. Back office robots are not supervised by any one. The back office robots send heartbeats to the server, so that it knows instantly when a robot is down. Back office robots help in error reduction and are cost effective. Front Office Robots Following are the features of front office robots − Front office robots share the same workstation as an employee who has control over where and when it is used. Front office robots are stand alone and they need human interference. User triggers these robots and they run only under manual surveillance. Front office robots operate from local machine and cannot be run or scheduled remotely.

Blue Prism – Introduction Blue prism is a UK-Based Software Company and is one of the leading robotic process automation tools. It is used to automate mundane tasks such that they could operate without any manual intervention. Blue prism has gained edge over its competitors as it has better security, flexibility, scalability, compliance, and resilience. Pre-requirements for Blue Prism The following are the pre-requisites for the Blue Prism. It is the only software which − Creates and supports a digital workforce of industrial strength and enterprise scale Does not require IT skills to implement Can be implemented in sprints of 4 to 8 weeks (Start to finish) Is very low cost compared to the TCO of alternative solutions Provides tremendous payback with self-funding returns and an ROI that has been as high as 80% Can be managed within IT infrastructure and processes Installation of Blue Prism The following are the installation requirements for Blue Prism − Windows 7 (Preferred) OS, 64 bit or 32 bit Blue prism installation Software, 64 or 32 bit, depending on your OS Blue Prism License File SQL Server Express Edition, 64 or 32 bit depending on your OS We shall look at the process of installing Blue Prism with SQL Server Management Studio − Installation of SqlExpr Download SQL server, SqlExpr.exe file from Microsoft official website and after the download click on SqlExpr. This will launch the Sql Server that can be used to install the Sql connection. Installing Blue Prism Once the SQL server is installed, we need to install Blue Prism using the steps given below and the screenshots − Step 1 − Click on Blue Prism 5.0.10_x64 for the installation to start. Step 2 − Click on next on the dialogue box. Step 3 − Agree to the License Agreement. Step 4 − Choose the installation folder. Step 5 − Click on next. Step 6 − Once you click on next, the installation processes. Step 7 − Once the installation is completed, close the window. This completes the installation of Blue Prism and the icon appears on the desktop. Opening Blue Prism Once the installation of Blue Prism is completed, we shall look at how to open the application using the below steps − Click on Icon The default Username and Password for Blue Prism are as follows − Username: Admin Password: Admin Creating the Database We shall now create a database using Blue Prism as shown in the below images − First, open the installed application and go to File and then click on Create Database. Now that the database is created, sign with the default username and password. After clicking on sign in button, choose a new password for user. Different tabs of Blue Prism There are 6 types of tabs in Blue Prism as follows − Home Studio Control Dashboard Releases System The following is the overview of different parts of Blue Prism − Home Home has displays different charts which gives information about the blue prism database. Workforce availability shows the run time resources that we are using, total automations shows the number of queues and automations in the database, queue volumes now gives the queue volumes by status and largest database tables shows the largest tables in the blue prism database. Studio Studio is an important part of Blue Prism where we implement actual automation steps. There are two studios: Object Studio and Process Studio. Control Control room is the central point of administration in Blue Prism where it handles control, monitor, execute and schedule of process executions on the distributed bots. Dashboard Dashboard is used to depict different charts displaying information about robotic work force. Releases Release manager is used to manage import and export of configuration packages between different blue prism environments. System System tab is used by administrator for user management.

Blue Prism – Quick Guide Blue Prism – Introduction to RPA A robot is a machine that mimics the human user in performing various tasks, such as clicks, navigations, typing, etc. Sequence of meaningful activities that may involve multiple systems or applications make up a process. Automation is the sequence of steps which are performed without any human interference (once configured). Robotic Process Automation Robotic process automation (RPA) allows using software robots instead of people to drive the business. It is used to automate regular tasks so the user can concentrate on accomplishing complex tasks rather than routine work manually. This would in turn reduce the human errors. RPA Benefits The following are the advantages of RPA − Building a unified view of the customer Increased customer satisfaction Increased employee productivity More accuracy and quality Cost effective Up to 80% reduction in AHT (Average Handle Time) Up to 90% reduction in ART (Average Resolution Time) Increased ROI (Return on Investment) within 3 months on an average. RPA Tools We have the following popular tools available in market for RPA − Blue Prism Automation Anywhere Ui Path Work Fusion Open Span Uses of RPA The following are the uses of RPA − Dual data entry scenarios Data manually entered in one system need not be reentered into another system. RPA replaces such dual human effort since invoices are indexed in the workflow and then manually reentered in ERP. Straight-through processing Inputs arriving from various systems such as web pages for customer orders, workflow for invoices, emails or excel files must be entered into ERP. However, if the input is clean and the rules are well laid out that data entry can be done through RPA. Virtual integration between different systems Standalone, Legacy, ERP or workflow systems often do not communicate with one another and integrating them would cost millions of dollars and precious IT time, RPA can provide light weight integration connecting disparate systems at the user interface level. Responding to data extraction and responding requests When data and report requests come from multiple process owners, vendors, and even end customers, employees log into a system to extract the data, format it, and send an email to the requestor. RPA lends itself well to such rule-based tasks. Rule based decision making RPA can execute decision-based tasks provided the rules driving those decisions are well laid out. For instance, on an invoice coming from a utility vendor, RPA can change payment terms to “immediate” from whatever is on the invoice. Life Cycle of RPA The lifecycle of RPA is given below − Analyze and Identify Step one of RPA life cycle is to analyze a business problem for RPA development. This is usually done by business analysts and RPA architects. Processes which can be automated are identified, timelines for the development are decided, approach is documented, and approval is obtained from stakeholders to start the development. Implement RPA developers work on the requirements in development environment to automate the manual processes. Development is done in wizard and these is a limited requirement to perform coding in developing the bots. Testing In this phase, bots are tested to evaluate the quality and to correct errors if any. Go Live After the bot is tested thoroughly, it would be deployed into the live environment where users start using it. It enters maintenance phase where support and change requests for the bot are entertained and defects are fixed with immediate effect. Types of Robot in RPA There are two types of robots in RPA as given below − Back Office Robots Front Office Robots Back Office Robots Following are the features of back office robots − Back office robots will run unattended. They are in batch Mode. They run in virtual environments. Back office robots are not supervised by any one. The back office robots send heartbeats to the server, so that it knows instantly when a robot is down. Back office robots help in error reduction and are cost effective. Front Office Robots Following are the features of front office robots − Front office robots share the same workstation as an employee who has control over where and when it is used. Front office robots are stand alone and they need human interference. User triggers these robots and they run only under manual surveillance. Front office robots operate from local machine and cannot be run or scheduled remotely. Blue Prism – Introduction Blue prism is a UK-Based Software Company and is one of the leading robotic process automation tools. It is used to automate mundane tasks such that they could operate without any manual intervention. Blue prism has gained edge over its competitors as it has better security, flexibility, scalability, compliance, and resilience. Pre-requirements for Blue Prism The following are the pre-requisites for the Blue Prism. It is the only software which − Creates and supports a digital workforce of industrial strength and enterprise scale Does not require IT skills to implement Can be implemented in sprints of 4 to 8 weeks (Start to finish) Is very low cost compared to the TCO of alternative solutions Provides tremendous payback with self-funding returns and an ROI that has been as high as 80% Can be managed within IT infrastructure and processes Installation of Blue Prism The following are the installation requirements for Blue Prism − Windows 7 (Preferred) OS, 64 bit or 32 bit Blue prism installation Software, 64 or 32 bit, depending on your OS Blue Prism License File SQL Server Express Edition, 64 or 32 bit depending on your OS We shall look at the process of installing Blue Prism with SQL Server Management Studio − Installation of SqlExpr Download SQL server, SqlExpr.exe file from Microsoft official website and after the download click on SqlExpr. This will launch the Sql Server that can be used to install the Sql connection. Installing Blue Prism Once the SQL server is installed, we need to install Blue Prism using the steps given below and the