UiPath Automation. Walkthrough. Walkthrough Calculate Client Security Hash

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1 UiPath Autmatin Walkthrugh Walkthrugh Calculate Client Security Hash

2 Walkthrugh Calculate Client Security Hash Start with the REFramewrk template. We start ff with a simple implementatin t demnstrate the REFramewrk withut using Orchestratr Queues. Please have a quick glance at the input data (queue item list); we can extract the whle table with the Data Scraping wizard. The transactin item is a data rw frm the list. The same apprach applies when the input is a datatable extracted frm Excel spreadsheets, CSV files and Databases. It s a gd practice t keep the values that are prne t changes in the cnfiguratin file. Open the Data\Cnfig.xlsx wrkbk and switch t the Settings sheet. Add settings fr System1 URL and SHA1 Online URL. The System1 applicatin requires authenticatin; we ll use Orchestratr Assets t stre the credentials fr System1. Add anther setting, System1_Credential, t stre the Credential name. Add an Asset f the Credential type and write the username and passwrd fr System1. Make sure that the Asset name matches the value f the System1_Credential setting. Switch t the Cnstants sheet in the Cnfig wrkbk and set the value f MaxRetryNumber t 2. This parameter cntrls hw many times the framewrk tries t prcess a wrk item when it fails with an applicatin exceptin, befre mving n t next ne. Make the fllwing changes in the framewrk. The TransactinItem variable in the Main file shuld be f the System.Data.DataRw type, as we are extracting the entire table t prcess it ne rw at a time. Yu shuld als change the argument type in the GetTransactinData, Prcess and SetTransactinStatus wrkflws t match the TransactinItem type. Remve the three SetTransactinStatus activities frm the SetTransactinStatus wrkflw as we are nt using the transactin functinality prvided by Orchestratr. We are using tw applicatins in this exercise, ACME System1 and SHA1-Online.cm. Create tw flders, System1 and SHA1Online, in the slutin rt directry, and use them fr the wrkflws created fr the tw applicatins. Walkthrugh Calculate Client Security Hash 1

3 Create a blank sequence in the System1 flder, fr the System1 lgin prcess. We want t create a reusable cmpnent which can be used with many different credentials. It s a gd practice t start yur new sequence with a shrt anntatin meant t explain the purpse f the wrkflw. That s what we re ging t d in all the future files. The anntatin starts with the descriptin that includes the arguments used, a Precnditin, and a Pst actin. Create tw In Arguments - ne fr System1 URL, and the ther fr System1 Credential. Invke the Framewrk\GetAppCredential wrkflw file. Use the System1 Credential argument as input. Create tw variables t stre the tw utput values username and passwrd. This is what the sequence shuld lk like: Use an Open Brwser activity t navigate t System1 URL. By default, Internet Explrer is used unless the BrwserType prperty is edited. Optinally, in the D sequence in Open Brwser, add a Maximize Windw activity fr better visibility when perfrming the next three activities. Use a Type Int activity t prvide the username. Make sure the SimulateType checkbx in the Prperties panel is selected. Walkthrugh Calculate Client Security Hash 2

4 Use a Type Secure Text activity t enter the passwrd. Make sure the SimulateType checkbx in the Prperties panel is selected. Use a Click activity t select the Lg In buttn. Make sure the SimulateClick checkbx in the Prperties panel is selected. This is what the Open Brwser activity shuld lk like. Walkthrugh Calculate Client Security Hash 3

5 It s always a gd practice t think abut the exceptins that might ccur during the executin f ur prcess. In this case, we shuld check if the lgin was successful r nt. This requirement is als presented in the PDD file. Try t lg in with wrng credentials and ntice the difference. Use an Element Exist activity t check whether the lgin succeeded by searching fr an element that is shwn nly in this case. Use an If activity t check if the lgin attempt failed. If s, perfrm the actins belw. Send an with the exceptin. It is recmmended t create a separate reusable wrkflw and invke it in the Then sectin. Clse the errr message thrugh a Click activity. Thrw an exceptin fr Incrrect Credentials supplied t System1 t stp the prcess. This is what the If activity shuld lk like: Walkthrugh Calculate Client Security Hash 4

6 Unit test the created file using the default values f the arguments. Next, we ll create the wrkflw t lg ut and clse System1. Create a blank sequence in the System1 flder. The new sequence shuld start with an anntatin. Use the Attach Brwser activity t attach t the brwser windw cntaining the System1 applicatin. We can extract frm here the first prerequisite fr this wrkflw System1 applicatin is pened. Inside the attached brwser activity, drag and drp a Click activity. Set the target t the Lg Out buttn. This is the secnd prerequisite fr this wrkflw the Lg Out buttn is accessible. Use a Clse Tab activity t clse the System1 brwser windw. This is hw the sequence shuld lk: Walkthrugh Calculate Client Security Hash 5

7 Next, we ll d the same fr the ther applicatin used in the SHA1 Online prcess. Create a blank sequence wrkflw in the SHA1Online flder t pen the applicatin. This sequence is simpler, as the applicatin des nt require authenticatin. Of curse, we start with an anntatin. The URL f the applicatin shuld be passed t the wrkflw using an argument, t make the prject easier t maintain. The URL value is stred in the prcess cnfiguratin file. Use an Open Brwser activity with the created argument as input URL. By default, Internet Explrer is used unless the BrwserType prperty is edited. Optinally, yu culd use a Maximize Windw activity n the brwser windw. Walkthrugh Calculate Client Security Hash 6

8 This is what the sequence shuld lk like: Create a blank sequence t clse the SHA1Online applicatin. This ne shuld be straightfrward. Nw that we have the wrkflws that pen and clse bth applicatins, we can d the changes in the framewrk initializatin and clsing parts. Open the Framewrk\InitAllApplicatins wrkflw Drag and drp the System1_Lgin file. An Invke Wrkflw File activity is created autmatically. Click Imprt Arguments and bind the values t thse in the Cnfig file. This is what Invke Wrkflw File activity lks like: Walkthrugh Calculate Client Security Hash 7

9 Drag and drp the SHA1Online_Lgin wrkflw. Click Imprt Arguments and bind the URL argument t the value in the Cnfig file. Open Framewrk\ClseAllApplicatins. Drag and drp the tw wrkflws created t clse the System1 and SHA1Online applicatins. This is what the resulting sequence lks like: Walkthrugh Calculate Client Security Hash 8

10 Open Framewrk\KillAllPrcesses. Bth ur applicatins are hsted inside a web brwser. If the default value f the BrwserType prperty in the Open Brwser activities has nt been changed, Internet Explrer is used. Use a Kill Prcess activity and set the Prcess Name t iexplre. Create a blank sequence wrkflw in the System1 flder t navigate t Wrk Items in the System1 applicatin. We want this actin t be included in a separate wrkflw, as we are ging t navigate t Wrk Items in ther prjects as well. Add the necessary anntatin. Use a Click activity n the Wrk Items buttn. Make sure t use a full selectr, as this activity is nt inside an Attach Brwser scpe. This is what the prject shuld lk like: Walkthrugh Calculate Client Security Hash 9

11 Befre starting t prcess transactins, we need t add the activities that are necessary t read the input data in the Init State. Usually, this is very simple - yu can use either Read Range r Read CSV. In ur prcess hwever, the input data is stred n a website, s mre steps are required. Remember the purpse f this prcess, namely t retrieve the hash cde fr each item f the WI5 type. T d that, first we need a list f all the WI5 items. Create a blank sequence wrkflw in the System1 flder, t extract a Data Table variable that hlds all the Wrk Items in the System1 applicatin. We ll extract all the available wrk items and filter the WI5 type later. Use the Data Scraping wizard t extract the entire HTML table. When asked if the data spans multiple pages, answer Yes, and pint t the next page buttn. Set the Maximum number f results ptin t 0, s that all the identified elements can be extracted as utput. Create an utput argument and assign it the value f the the extracted data table. If yu added an anntatin, yu re dne with this wrkflw! If yu didn t, add the anntatin nw. Open the Main wrkflw and expand the Init state by duble clicking it. On the Entry regin, lcate where the KillAllPrcesses wrkflw is invked. Add a new sequence after the Invke KillAllPrcesses activity t read the input transactins data table. Inside this sequence, invke fur f the previusly created wrkflws, as fllws: System1 Lgin Walkthrugh Calculate Client Security Hash 10

12 System1 Navigate t Wrk Item System1 Extract Wrk Item Data Table System1 Clse Imprt and bind arguments where necessary. Frm the list f wrk items, extract nly the items needed in the current prcess - thse f the WI5 type, with the status set t Open. Use the DataTable.Select methd t filter ut the elements that d nt match the criteria abve. Assign the result t a new variable. This is what the Assign activity shuld lk like: We are ging t prcess each item in the array at a time. This way, all DataRw bjects becme Transactin Items. The transactin index starts at 1, but the arrays are zer-based, hence the item index in the array is 1 less than the transactin number. Open the Framewrk\GetTransactinData wrkflw Update the anntatin fr the current prcess. Add an input argument fr the array f Wrk Items. Remember that ur Transactin Item is ne bject in the Wrk Item array. We can have a new transactin nly if the transactin number is less than r equal t the index f the array element. Add an If activity t check if there is any new transactin t prcess. In the Then sectin, use an Assign activity t set the value f the utput Transactin Item argument accrding t its index. In the Else sectin, set the Transactin Item value t Nthing. This is what the Get Transactin Data sequence lks like: Walkthrugh Calculate Client Security Hash 11

13 Als, when there are Transactin Items left t be prcessed, we need t set the Transactin ID t the value f the Wrk Item ID. The activities are already in place, s we nly need t change the value f TransactinID in the Assign activity t ut_transactinitem("wiid").tstring. At this pint, the framewrk cnfiguratin is cmplete. We can test the Main wrkflw by running it, and then checking the extractin f input data. Use the Output lg windw t see if the data is crrect. Nw let us start t develp the wrkflws that prcess the Wrk Items. Create a blank sequence in the System1 flder, t navigate t the Wrk Item Details page. Name it System1_NavigateT_WIDetails. We can use the Wrk Item ID t navigate directly t the Item Details page. Open a wrk item and ntice the frmat f the URL - it is cmpsed f the System1 URL, the /wrk-item/ string, and the Wrk Item ID. Wrk Item ID and System1 URL cnstitute the required input. Create tw in arguments - ne f the Int32 type, and the ther, f the String type. Attach t System1 Dashbard and then use a Navigate T activity t g the Wrk Item Details page. This is what the sequence lks like: Walkthrugh Calculate Client Security Hash 12

14 Create a blank sequence wrkflw in the System1 flder called System1_ExtractClientInfrmatin. We will use it t retrieve the details f an item. There are n input arguments in this wrkflw. There is nly a precnditin - the Wrk Item Details page has t be already pen. We need 3 utput arguments: Client ID, Client Name and Client Cuntry. Befre getting the text frm the web page, we have t make sure that the page is laded, and all the elements are available. Add an Attach Brwser activity. In the D sectin, we ll use a Get Text activity with the WaitFrReady prperty set t Cmplete. This is what the wrkflw lks like: Walkthrugh Calculate Client Security Hash 13

15 In the same wrkflw, we need t extract the value f Client ID, Client Name and Client Cuntry. Add an Assign activity. Use the utput argument fr Client ID in the T field. In the Value field, we are using the Substring and Split methds t extract the required infrmatin nly. The resulting expressin is ClientInfrmatin.Substring(ClientInfrmatin.IndexOf("Client ID: ")+"Client ID: ".Length).Split(Envirnment.NewLine.TCharArray)(0) Add tw mre Assign activities fr Client Name and Client Cuntry. The input in the Value field shuld be similar t the ne we used fr the Client ID argument. After that, it s a gd practice t write the extracted values t the Output panel, using the Write Line activity; that can help us t debug ur wrkflw later n. Open the Prcess wrkflw Walkthrugh Calculate Client Security Hash 14

16 Edit the anntatin. Invke the System1_NavigateT_WIDetails wrkflw. Imprt and bind the arguments. This is what it lks like: Invke the System1_ExtractClientInfrmatin wrkflw. Bind the three utput arguments t the lcal variables. Nw let s create a wrkflw t retrieve the hash value frm the SHA1Online.cm applicatin. Create a blank sequence wrkflw the in SHA1Online flder. Name it SHA1Online_GetHashCde. We need an input argument f the String type. Its value is the ne whse hash cde we have t btain. We als need an utput argument f the String type fr the cmputed hash cde. Add a Type Int activity and cnfigure it t type the input argument int the hash field in the System1 applicatin. Optinally, in the Prperties panel, select the checkbx in the Simulate Type field if yu want this activity t wrk in the backgrund accurately. Walkthrugh Calculate Client Security Hash 15

17 Add a Click activity t select the hash buttn. Optinally, g t the Prperties panel t select the checkbx in the Simulate Click field if yu want this activity t wrk in the backgrund accurately. Nw we can get the result by using a Get Full Text activity; use the utput argument t stre the utput text. Finally, we need t return t the initial page f the applicatin, s that we can use the same sequence t prcess the next item. T d that, add a G Back activity t navigate t the initial page. Remember that we must cmpute the hash cde fr [ClientID]-[ClientName]- [ClientCuntry], s we need cmpse that string. Let s use the utput value f the System1_ExtractClientInfrmatin wrkflw as input argument in the SHA1Online_GetHashCde wrkflw. G back t the Prcess wrkflw. Add an Invke Wrkflw activity and select SHA1Online_GetHashCde. Imprt the arguments. Use the hash frmula as input argument. Create a new variable t stre the hash result. This is what the wrkflw lks like: Create a blank sequence wrkflw in the System1 flder, t update Wrk Items with the cmputed hash cde. It s best t create a generic wrkflw that can be reused in future prjects. T update the wrk items, we simply need t add a cmment, set the new status, and then submit the changes. Start the new sequence by adding an anntatin. The precnditin is that the Wrk Item Details page is pen, s we can update the Wrk Item. Add tw input String arguments, ne fr the cmment, and the ther fr the new status. Walkthrugh Calculate Client Security Hash 16

18 Add a Click activity and set the Update Wrk Item buttn as its target. In the Prperties panel, select the checkbx in the Simulate Click field. Use a Type Int activity t fill in the cmment field n the Update Wrk Item page. Als, select the Simulate Type checkbx in the Prperties panel. Nw we shuld update the status f this wrk item. T d that, drag and drp a Select Item activity. Click Indicate n Screen and then select the drp-dwn bx in the New Status field. Yu re prbably getting an errr message stating that this cntrl des nt supprt select item. That is because we have ther UI Elements n tp f the Select input. Open UiExplrer and click Select Target Element. The returned element can be a Buttn r a Span UI Element, depending n where yu clicked. Click the New Status field. Select element belw the Buttn r Span, in Visual Tree panel and use the generated selectr fr the Select Item activity. This is hw it lks in UiExplrer: Finally, set the Item prperty t the in_status argument. Add a Click activity fr the Update Wrk Item buttn. Make sure the Simulate Click ptin is enabled. A cnfirmatin message pps up, s we need t use anther Click activity t select the OK buttn. The Simulate Click ptin shuld be enabled here as well. Nw yu can clse the Update Wrk Item windw by clicking n the clse buttn in the upper-right crner. G back t the Prcess wrkflw and invke the newly created wrkflw. Be sure t use the right variables as values f the input arguments. Finally, we need t leave the applicatin in its initial state, s that we can prcess the next item. T d that, invke the wrkflw created t navigate t the Dashbard page. Walkthrugh Calculate Client Security Hash 17

19 We are dne with the prcess implementatin. Next, we need t test the entire prcess. Yu shuld have already tested each individual wrkflw, right after develpment, using default values fr the arguments. Run the Main wrkflw several times and see that every time it is executed crrectly. If nt, fix the issues and run again. Use the Reset test data ptin in the User ptins menu, t generate a fresh set f data fr testing. Test the retry functinality. Set the MaxRetryNumber parameter in Cnfig.xlsx t 1 and interfere with the rbt by clicking n a different link menu, i.e. n Hme link just after the rbt pens current Wrk Item. This way, the Update Wrk Item buttn is nt available and a System Exceptin is thrwn because the UI element is nt fund. The prcess is re-initialized and the executin is resumed frm failed wrk item. If yu interfere again, the prcess will stp as the maximum number f retries is reached. Prcess implementatin ntes We started by retrieving the list f all the items that need t be prcessed, using the Data Scraping wizard. Ask yurself this: What happens if yu have a large set f transactins and the Extract Data activity in the Init state fails due t a brwser timeut? Hw culd we imprve the design t increase errr handling? We prcessed ne item at a time. All the items are independent f ne anther, s we culd als prcess them in parallel, using multiple rbts. In the next exercise, we will see hw the Orchestratr Queues functinality can be used t implement a prcess in which the wrk items are distributed amng the rbts and prcessed nly nce, in parallel. Walkthrugh Calculate Client Security Hash 18

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