AUTOMATION ANYWHERE - RPA

Overview: -
Capabilities
Automation Anywhere can reduce a wide array of tasks to a single keystroke:

1. Business processes
2. IT process and administration task
3. Web tasks
4. Data transfer
5. Data import/export (from any application, to any application, or from files)
6. Web data extraction
7. Data backup and file management
8. Job scheduling
9. Batch data processing
10. Automated software testing, Web testing
11. Automated FTP
Benefits
 Very easy to use – no programming knowledge is required. Simply record your actions, or just
point and click the action wizards.
 Eliminates human error
 Increases transaction speed
 Huge savings in time and costs
 SMART Automation Technology is highly reliable and accurate.

What Can I Do with Automation Anywhere?

Automation Anywhere speeds your workflow by automating many complex tasks – for example:

 Use Automation Anywhere to automate time-consuming business processes: check inventory,

re-order supplies, generate reports, enable fast data entry and formatting, etc.
 Automation Anywhere is ideal for automating complex IT tasks: website monitoring, website
testing, repetitive system administration tasks, etc.
 Automate Web tasks. For example: logging in to websites, searching, submitting forms, updating
records.
 Use Automation Anywhere to automate data transfers, and import or export data between
 applications or from files.
 Automate routine backups and file management tasks.
 Automate software testing and routine Web development testing tasks.
 Use Automation Anywhere to automate job scheduling.
 Automation Anywhere is ideal for batch data processing.
 Automate FTP tasks.

Privacy and Security

Powerful privacy and security features protect the integrity and privacy of your data:

1. To ensure privacy, Automation Anywhere stores tasks on your local computer. So passwords
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that you enter while recording tasks are stored only on your local computer.

2. Automation Anywhere’s password protection lets you lock tasks so that only you can edit or run
them. (Password protection is available only in the purchased version.)

3. Password-protected tasks are stored with industry-standard strong encryption.

4. Automation Anywhere lets you hide sensitive information and passwords that you type on the
screen, to prevent unauthorized persons from seeing them as you work.

5. Automation Anywhere offers secure auto-login – you can schedule a task to run at a later time,
then lock the computer and go home. At the scheduled time, Automation Anywhere will
automatically log in, run the task, and lock the computer again. Auto-login offers many additional
security options as well. For example:

* If someone tries to use the computer during secure auto-login, Automation Anywhere
automatically locks the computer, ensuring security.
* Turn on stealth-mode auto-login to prevent information from being displayed on the screen
during auto-login.
* Disable the mouse and keyboard so that unauthorized persons cannot access the system during
auto-login.

Recording and running simple tasks takes just three steps:

Record  Save  Run

The detailed steps are:

1. Click Record to begin recording your activity (keystrokes, mouse clicks, or both).

The Automation Anywhere window “goes away,” and a Stop window appears in the bottom
right corner of your screen.

2. Perform the activities you want to automate.

3. Click Stop to stop recording the task.
4. In the Save Task dialogue, type the name of the directory where you want to save the task, or
accept the default directory (My Tasks).
5. Type a filename for your task and click Save.
If you have a purchased version, you can type a password to protect the task.
6. To create a shortcut to the task on the Windows desktop, select Create Shortcut on Desktop.

7. When you want to repeat the actions you recorded, choose the task in the Task
List in the Automation Anywhere Window List, and click Run. (Or double-click the task.)
Automation Anywhere performs the actions you recorded. To abort the operation while it runs,
press the ESC key for 2-3 seconds.
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Adding features to a task: -

You can add the following features to any task. For details, follow the supplied link to the appropriate
section.
1. Properties. You can have Automation Anywhere repeat a task a specified number of times, or
repeat the task for a specified number of hours, minutes, and seconds. You can specify how
quickly or slowly the task should run, and you can have Automation Anywhere send an email to
an address that you specify after it runs the task. You can assign the task to a keystroke and
secure the task by telling Automation Anywhere to require the user to type a password before
the task runs. You can run the task without displaying the actions on the screen during playback,
and you can disable the keyboard and mouse while the task runs. For more information, see
Task Properties.

2. Schedule: You can tell Automation Anywhere to run the task at a specific time. For example,
you can schedule the task to run once a day, once a week, once a month, only on specified days
of the week, etc. For more information, see Scheduling Tasks.

3. Trigger: To automatically run a task in response to events that occur on your computer, click the
Trigger tab. Here you can tell Automation Anywhere to run the task when, for example, a
new window opens, or a specific file is created or deleted, etc. For details, see Triggers.

Click Edit to change, optimize, or customize your tasks without re-recording

them. For more information, see Task Editor.

Click New to create a new task using any one of three methods: with the Record
feature, the Web Recorder, or based on a Template. (described later)

Running task
The following special keys are available when recording and playing simple tasks:
To abort a running task, press and hold the ESC key for 2-3 seconds. The next time
you run the task, Automation Anywhere starts the task from the beginning.

Pause the task 

To pause a task during playback, press the Pause/Break key. While you pause a
task, a Resume button appears at the bottom right corner of the screen. To continue
the task, click the Resume button. Note: This feature is handy for long tasks, when
you need to interrupt a task to use your computer.

Task Shortcut 
To create an icon on the Windows desktop that you can click to run the task
quickly, first select the task in the Task List in the Automation Anywhere window,
then right-click the task and choose Send To -4> Desktop (Create Shortcut).
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Create a Task: -
Automation Anywhere gives you four easy ways to create a task:
1. Record
(Click for details.) Record offers the easiest way to create simple tasks. After you record a task, you can
make changes using the Edit feature. In most cases, recording and editing a task is much faster than
creating the task from scratch in the Task Editor.

2. Templates
(Click for details.) Automation Anywhere includes sample templates for common computer tasks: data
backup, auto-shutdown, FTP, data transfer, Web data extraction, and so on. To customize a template,
or to create a new template, choose New > Templates in the Automation Anywhere window, choose a
category and template, and follow the wizard to create the new task.

3. Task Editor
(Click for details.) To create a task manually, choose New > Task Editor, and add actions to the task
using the commands available in the Editor.

4. Web Recorder
(Click for details.) For Web-only tasks, choose New > Web Recorder. The Web Recorder understands
all Web controls. If a website changes and the controls on a page move, Automation Anywhere can find
the correct controls and adjust the task so that it will continue to work.

Recording Tasks: -
Recording a task is usually the easiest way to create a new task. Follow these steps:

1. Click Record to begin recording keystrokes and mouse movements.

2. Perform the activities you want to automate.

3. Click Stop (the small window in lower right corner of the screen) to stop
recording your activity.
The Save Task dialog appears.

4. Type a Filename for the task and click Save. If you have the purchased version, you can specify
a password that Automation Anywhere will require the user to type before it runs the task.

5. When you want to repeat the actions you recorded, double-click the task in the
Task List in the Automation Anywhere window, or highlight the task and click Run. Note: To
abort a task while it runs, press and hold the ESC key for 2-3 seconds.

Using Templates: -
Automation Anywhere provides templates for automating a number of common tasks on your
computer,
including data backups, FTP functions, data transfers, Web data extraction, and so on.
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Using templates is easy:

1. Click New > Templates to open the list of available templates.
2. Select a template from the list and click OK.
3. Follow the wizard and answer the questions. Automation Anywhere will create a new task for
you, based on the supplied template.
Tip: After you create a new
task from a template, you
can make changes to it
manually. Choose the task
in the Task List and click
Edit. The task opens in the
Task Editor, where you can
make your changes,
using dozens of convenient,
click-to-enter commands.

List of Automation Templates

When you purchase Automation Anywhere, you receive the following professional templates:

Auto Shutdown, Restart, Logoff

This template can automatically shut down, restart, or log off your computer at a predefined
time. You
can configure it to run at any time, for example, every night, once a week, on specific days of
the week or month, etc.
Here are some uses for this template:
 Have Automation Anywhere shut down and restart your PC at specified intervals.
 Automatically shut down your PC at night to save power and spare the environment.
Note: Actions in Automation Anywhere that save energy and spare the environment are

indicated with the following Go Green icon:

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Automate Data Backups

Use this template to specify the data that you would like to back up, and where and how often
you would like Automation Anywhere to save backup files. When you answer the questions in
the template wizard, Automation Anywhere creates a backup task that saves your data in a Zip
file to minimize storage space.
Automation Anywhere can perform incremental backups – that is, it can back up only those
files that have changed since the last backup. You can tell Automation Anywhere to save the
backup file on a local computer, a network computer, or an FTP site.

Here are some uses for this template:

 Back up critical files at a regular interval that you choose. Protect your data from
computer crashes, viruses, accidental deletions, disk failures, etc.
 Have Automation Anywhere back up your data automatically, on a regular schedule.
You’ll never need to worry about remembering to back up your critical files again.

Automate File Operations

Use this template to schedule file tasks to execute automatically at the times you specify; for
example, copying, renaming, deleting, or printing files.
Here are some uses for this template:
 Delete unwanted files (for example, temporary files) every day to keep your machine
clean and conserve disk space.
 Print all documents in a folder with a single click.
 Rename all files created on a specific date by inserting a timestamp in the filename.

Automate FTP Tasks

This template lets you automate FTP tasks such as uploading, downloading, and deleting files
from a website or FTP file storage site. This template supports anonymous logins for guest
access.
Here are some uses for this template:
 Download large files overnight, to avoid slow downloading during peak-traffic hours.
 Schedule website backups once a week, or at any other interval you choose.

Download Files from Internet

This template automates downloading files from the Internet. For example:
 Perform routine tasks such as downloading stock data, customer data, log files, or
software patches.

Super Task (Create Task Chain)

This template creates a “super-task” that can run multiple tasks in a row. For example:
 Chain several smaller tasks together in a single super-task and run it with a single mouse
click.
 Break down long, complex tasks into smaller tasks that are easier to edit and manage.
You can reuse the smaller tasks in new tasks.
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Transfer Data From Database

 Use this template to automate data transfers or migrations from an SQL database. For
example:
 Query an SQL database to pull out selected data and transfer it to another application,
e.g., a spreadsheet, database, or Web design application.

Transfer Data From Excel

Use this template to create a task that copies data from Excel to another application using Copy
and Paste. For example:

 Automatically transfer data from a column or row containing thousands of values.

 Automate data transfers from Excel, where the data is formatted in a non-standard way
(e.g., in alternate rows or columns).

Using Task Editor to Create Tasks: -

Advanced and intermediate users will enjoy the powerful features of the Automation Anywhere
Task Editor. The Editor offers more than 150 convenient command wizards for creating and
editing tasks – no programming required. Just select a command from a list, choose the
properties to apply to the command, and save the command in the current task.

Using Web Recorder: -

Automation Anywhere can automate any tasks that you perform in a Web browser.
The Web Recorder tool understands all Web controls (e.g., Forward, Back, selecting buttons, filling in
and saving forms, etc.). If the layout of a Web page changes and the Web controls move to a different
location on the page, Automation Anywhere will locate the relocated controls and run the task correctly.
You can use the Web Recorder to automate any Web tasks, including logging in to a website, searching,
submitting forms, updating database records, using a Web-based ERP (Enterprise Resource Planning)
program, extracting Web data, testing an online application, etc.

Follow these steps to create a new task using the Web Recorder:

1. In the Automation Anywhere window, click New, then click Web Recorder, or choose Tools >
Web Recorder.
The Enter Website URL dialog appears.
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2. In the URL: text box, type the address of a website, and click Start.
3. Automation Anywhere opens the website in Internet Explorer and displays the Web Recorder
toolbar.

4. If the tasks will include extracting tabular data, click Extract Table.
Many websites have data organized in HTML tables. Extract Table makes it easy to save tabular
data in a CSV (comma-delimited) file that you can open in most spreadsheet and database
applications, including Excel and Access.
If your actions will include extracting or copying other data, such as paragraphs of text, etc., click
Extract Data.

5. To stop recording keyboard and mouse actions, click Stop Recording in the toolbar.

6. Type a name for the task and click Save to save the task. If you have a purchased version of
Automation Anywhere, you can type a password to prevent the task from being run by
unauthorized users.

7. When you want to run the task, double-click the task, or select it and click RUN.
Automation Anywhere will perform the actions in the task. Note: To abort a running task, press and hold
the ESC key for 2-3 seconds.