Tool overview – how to capture – how to create basic workflow .pptx

INTERNAL
Moumita Bera, SAP
Month 09, 2020
Solution & Tool Overview

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INTERNAL
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Execute process automation
 Attended bot (digital assistant)
 Unattended bot (digital worker)
Define process automation
 Integrated development
environment
 Process analysis
 Project design, specification, test
 User interface design
Orchestrate, Monitor and
Assemble process automation
 Manage agent hierarchies
 Manage environments
 Configure and distribute packages
from Studio
 Monitor
 Project Assemble
Solution and Tools Overview
Tools and products
Desktop Agent Cloud Factory
Cloud Studio
Desktop Studio

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Orchestration
&
Monitoring
Servers
Unattended / Digital Worker
Desktops
Lines of Business
Attended / Digital Assistant
Deployment
Project
Development
Business
Apps
Azure
aws

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Desktop Agent

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Desktop Agent – Architecture
Cloud
On-Premise
Leverage user profile –
lower security risks
Powerful & extensible script
language based on JS
Works with wide range of
applications and technologies
Supported OS
Web Services
Web-Based
Connectors
Desktop
Application
Connectors
HTML Engine
Dedicated API
Connectors
On-Premise Applications (Native, Web, Java…)
Orchestrate
Manage /
Monitor
Authoring /
Capture
Web
Application
Web
Application
Web
Application
Tailored User
Interface
Application
Application
Application
Native
Application
Native
Application
Custom
Application
Both worlds: cloud powered & on-premise execution
Capture
Authoring
On-Premise /
Cloud API
Integration
Azure
aws
Project /
Scenario
Framework

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Desktop Agent – Registration
Trust registration
 An agent must be allowed prior to run
 Secured WebSockets communication
 Configurable identity provider (SAML v2)
 Token-based authentication
Execution still happens on-premise
 Cloud Factory is required
 High-level job information on the cloud for all
usage

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Cloud Factory

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Cloud Factory – Overview
Dedicated for bot management
 Home page with important information
 Manage groups of agents
 Manage environments
 Manage projects and packages for
attended and unattended usage
 Monitor jobs and agents
Available in several languages
Includes clearing request for
data protection and privacy

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Cloud Factory – Import packages and deploy them
Enable project and scenario deployment
 View of all packages
 Import projects packaged by Studio
 Bind to an environment
 Make it available for attended or unattended
 Connect with API trigger and notifier
 Tailored schedule planner
 From minutes to months

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Cloud Factory – Manage environments & agents
Define dozens of environments
 Bind to well-known type (Dev-Test-Prod)
 Define variables
Define the agents structure
 Create or import a hierarchy (csv file)
 Customize per node or per agent
 Cut/Paste support

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Cloud Factory – Monitoring and dashboarding
Get a status of
 Recent failed jobs
 Ongoing jobs
 Agents
Get a history of executed jobs
 Successful – Canceled – Failed
 Today – Weekly – Monthly
Get details of Agents
 Mode – Events – Projects – Jobs
 Troubleshoot Agents if needed
Drill down to the details

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BAM - Business Activity Monitoring
What is “BAM”?
• Define probes in your process
• Record on a regular basis
• Analyze… and improve
Leverage “BAM” information
• Add extra information in your project script
• Starting Event, Ending Event or Duration
• Half-structured information stored securely
and automatically in Cloud Factory
Download CSV
• Events are stored for 3 months (rolling)
• Only available with “Officer Role”
• Reuse in your preferred Analytics Tool

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Desktop Studio

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Development Phases
Declaration Phase: declaration of the
entities that Desktop Agent has to monitor
Workflow Design And Script
Generation Phase: Define business logic
& development of the automation scripts

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Technology choice
 WEB: Web application running in a Web browser
(Internet Explorer, Chrome, Firefox)
 WIN: Windows Desktop application (Win32 or
WinForms)
 UIAutomation: Other desktop applications
(WPF, Silverlight, QT, etc.) can also be used for
WIN applications (Win32 or WinForms)
 HLLAPI: Desktop mainframe application running in
an HLLAPI-compatible emulator (Attachmate, etc.)
 SWG: Desktop Java application (AWT, Swing,
custom classes, etc.)
Different Type of Desktop Application Technology

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Declaration
Application capture
 Application
 Any EXE application running on the desktop with
user interface (UI). Includes the following
technologies: Windows, Java, Browser based
Application.
 Page
– Each individual view of the application can be
define as Page
 A subpage is a subtree of the current DOM
structure.
 Item
– Each individual control of a page can be defined
as an item such as Button, Input field
Application
Page
Item

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Surface Automation / OCR Support (Optical Character Recognition)
Surface Automation using OCR
• Automation of UI w/o DOMs or APIs
• For non-accessible UIs (Flash, RDPs…)
Language support
• Three languages (English, French, German)
• One language per recognition call
PUI8 BES PUI8, BES
RECOGNITION
This gives the content
DETECTION
This tells where the text areas are
located on the screen

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Activities
Define
Context
• Define
Sequence of
activities.
• Context : Data
structure to
store data. It
can contains
Folder and
Items.
• Right Side
properties can
be used to
rename
Activities and
provide
input/output
parameter
Already
Defined
Application
Define Workflow

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Asynchronous Loop:
• Start loop activity: the starting of the loop
• Loop next activity: the limit of the loop
• Exit loop activity: the condition that
allows to exit the loop
Asynchronous Loop

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Wait Multiple: unpredictable branch in the workflow.
Wait Multiple

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Switch Output
Switch Output: predictable branch in the workflow.

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Reuse step
Drag and drop a step from a first workflow (scLauncher) to the second workflow (scSimpleScenario)

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 Build : Build to
generate code
respective to workflow
sequence.
Build & Code Generation
Build Workflow
Javascript code
The Javascript code is generated from
a workflow
• Changes/Iterations
• Change the way code is grouped in Steps
• Change the step name
• Create a sub flowcharts : Only for visual organisation of
the workflow. The code is the same as without sub
flowcharts
• Set blocks as Scenario starter
• By the user with menu item
• By a wait event of the monitored application: when a first bloc
is not a step or contains a wait event

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Code Generation
Workflow  Link  Code
• Workflow to Code
1) Right click on the Workflow
PageActivity or Activity
2) Choose Goto Code
1) Right click on the Workflow generated GUID code
2) Chose Go to workflow

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Merge Tool
Code modification
• Code can be modified manually
• Workflow modifications are generated only after setting a Merger tool
• Managing the merge between Manual and generated code
• Merge requires a third party 3-Ways Merger tool : KDiff3, BeyondCompare, etc…
• Merger settings : StudiofilesettingsWorkflow
• Automatic merge is performed if possible, manual merge is required otherwise
• Exclude Workflow  disable Code generation

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 Debug : To test execution of
automation sequence and
application, page and item
recognition
Debug
Debug Button
Note : Connection with Factory is needed to debug code

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Cloud Studio

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(*) Windows-based client (Agent /
Browser Extension) required for capture purpose
Cloud Studio – RPA New Generation[new]
100% Web-based Authoring Client(*)
 Specification and development
 Application capture
 Editor
 Automation designer
 Test and validation
 Online tester/debugger
BETA

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More resource for developer and business
CUSTOMER
Developer Guide
• Documentation and active Developer
Community
• https://open.sap.com/courses/rpa2
• https://open.sap.com/courses/rpa4
Ready-to-Use/Competitive Offering
• Bot Templates for SAP S/4HANA and ECC
• Cross-LoB content/SAP-best practices as
pre-packaged bots available on SAP
Intelligent RPA Store

Thank you.
Contact information:
SAP Intelligent RPA
rpa@sap.com

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Tool overview – how to capture – how to create basic workflow .pptx