Step-by-Step Guide: UiPath Working Process
UiPath is a powerful tool that simplifies automation through its intuitive interface and well-connected components. In this guide, we will focus on the practical process of creating a workflow in UiPath Studio, publishing it to Orchestrator, and executing it step-by-step.
Step 1: Creating a Workflow in UiPath Studio
1. Open UiPath Studio:
Launch UiPath Studio on your computer.
Select "Process" to create a new automation project.
2. Design the Workflow:
Use drag-and-drop activities from the Activities panel to design your automation.
Example: Automate data entry from an Excel file to a web form.
Use "Excel Application Scope" to open the Excel file.
Use "Read Range" to extract data.
Use "Type Into" to input the data into the web form.
3. Test the Workflow:
Click on the "Debug" button to test your workflow step-by-step.
Fix any errors or issues that appear during the test.
4. Save the Project:
Save your project to ensure no progress is lost.
Step 2: Publishing the Workflow to Orchestrator
1. Publish the Workflow:
Once the workflow is complete, click the "Publish" button in UiPath Studio.
Select "Orchestrator Tenant" as the destination.
Provide a name and description for your package, then click "Publish."
2. Confirm the Published Package:
Go to UiPath Orchestrator and log in.
Navigate to the "Packages" section under "Tenant" to see your published package.
Step 3: Creating a Process in Orchestrator
1. Create a New Process:
In Orchestrator, go to the "Processes" tab and click "+ Add Process."
Select the published package from the list.
Assign a name to the process and choose the appropriate package version.
2. Link the Process to a Folder:
Assign the process to a folder where it will be executed.
Step 4: Setting Up Folders in Orchestrator
1. Organize Your Work:
Use folders to group related processes, assets, and robots.
Example: Create a folder named "DataEntryAutomation" to store all relevant resources.
2. Assign Roles and Permissions:
Define who can access and manage each folder.
Step 5: Running a Job in Orchestrator
1. Start a Job:
Navigate to the "Jobs" tab in Orchestrator.
Click "+ Start Job" and select the process you created.
Choose the robot that will execute the job.
Click "Start."
2. Monitor the Job:
Use the Orchestrator dashboard to monitor the progress and status of the job.
Check logs for any errors or issues during execution.
End-to-End Example:
Scenario: Automate a process to scrape data from a website and save it to an Excel file.
Create the Workflow in UiPath Studio:
Use "Open Browser" to navigate to the website.
Use "Data Scraping" to extract the required data.
Use "Write Range" to save the data to an Excel file.
Publish to Orchestrator:
Publish the workflow to Orchestrator with the name "WebDataScraping."
Create a Process:
Create a process named "WebDataScrapingProcess" in Orchestrator.
Set Up a Folder:
Create a folder named "WebScraping" and assign the process to it.
Run the Job:
Start the job in Orchestrator and monitor its progress.
How UiPath Components Work Together
Design Phase:
You design workflows in UiPath Studio.
Deployment Phase:
Workflows are published from Studio to Orchestrator.
Execution Phase:
Orchestrator assigns tasks to Robots, which execute the workflows.
Monitoring Phase:
Orchestrator provides real-time logs and analytics to track performance.
Conclusion
By following these steps, you can effectively create, deploy, and run automation workflows in UiPath. Understanding how the components interact ensures smooth execution and management of your automation projects. Happy automating!
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