openSAP

How to Build Bots with SAP Intelligent Robotic

Process Automation
Week 01 Unit 01

00:00:08 Hello, and welcome to this openSAP course, How to Build Bots with SAP Intelligent
00:00:15 Robotic Process Automation. My name is Alexandre Fortin,
00:00:20 and I am a product manager at SAP Intelligent RPA. The goal of the course is to provide you
00:00:28 a detailed solution overview and step-by-step tutorials on how to create a bot,
00:00:34 from the initial application declaration, to the workflow design, the deployment,
00:00:39 and how to design user interface elements and make bots run. So with that, let's see how we will
do it.
00:00:49 The course will cover four weeks and an additional week for the final exam.
00:00:56 During the weekly assignments after each week and the final exam at the end of the course,
00:01:03 you can collect points in order to obtain a record of achievement.
00:01:08 You must score half of the available points throughout the course.
00:01:13 And let's have look at how the course content is going to be provided.
00:01:19 We are a group of seven experts who will present the course units to you,
00:01:24 Samir, Moumita, Rosa, Martin, Anja, and myself. In week one, we'll talk about, for those of you
00:01:34 who did not participate in our first openSAP course, SAP Robotic Process Automation in a
Nutshell,
00:01:42 we'll give you a short summary of the main points covered in this course.
00:01:48 We will also give you a detailed overview of the different components of the solution,
00:01:54 and guide you on how to get started with them. In week two, we'll cover the first development
phases
00:02:01 from simple and advanced declaration for designing workflow, and orchestrate and configure
them.
00:02:09 The topic of week three is then about custom developments, libraries, UI design, and
deployment.
00:02:18 In week four, we'll close the course with further topics, such as SAP connectors, opportunities
for UI automation,
00:02:26 and the latest product updates, and final summary. And week five will be your final exam,
00:02:34 which consists of 30 assignment questions and covers the complete course content.
00:02:40 The course will also provide the possibility to redo all the steps shown to you in your own
systems.
00:02:48 These exercises are an optional element of this course and not part of any assignments.
00:02:55 If you would like to do these hands-on exercises, you should get your system ready in course
week one.
00:03:02 The actual exercises will follow in week two and three. You can find more detailed information
about this topic
00:03:10 in the course material on openSAP. After this short introduction,
00:03:15 let's get started with week one. Let's understand what is
00:03:21 Intelligent Robotic Process Automation. Robotic Process Automation accelerates
00:03:28 digital transformation of business processes by automatically replicating tedious actions
00:03:33 that have low added value. And by bringing in the picture Conversational AI,
00:03:40 combining machine learning and artificial intelligence, we can push RPA to the next level,
Intelligent RPA.
00:03:47 And the journey has just started. Remember at the beginning of the last century,
00:03:55 during the industrial revolution, there were large factories with many employees
00:04:00 performing countless manual tasks. They did the same things over and over again,
00:04:07 from several hundred to thousands of times per day. Then the automation chains gradually
appeared.
00:04:15 Let me present you to robots. Robots helped humans, to free them from painful tasks,
00:04:22 to allow them to master processes, and to produce even more. In the service area, with the rise
of information technology,
00:04:32 we did not think about this automation question. Applications were designed for this purpose by
IT departments
00:04:40 or software vendors. There are still some concerns.
00:04:44 A workstation has become a collection of windows and applications.
00:04:48 Yes, applications are working fine, most of the time. But what about the links between those
applications?
00:04:57 To date, most processes need to switch from one application to another.
00:05:04 Some applications may have APIs, web services, some not. The coverage is often not good
enough.
00:05:12 Do you think that users need to continue clicking, browsing, and copy/pasting lots of
information?
00:05:18 At SAP, we believe that we should spend more time on customer care rather than tedious tasks.

00:05:26 Now, let's have a look at the business value. Intelligent RPA can improve operation.
00:05:33 By lowering or even removing manual tasks, you can focus on high-value tasks, creativity.
00:05:41 While humans can do one task at a time, Intelligent RPA enables parallelization.
00:05:48 Intelligent RPA is about reducing the cycle times. We mean improving the overall process
efficiency.
00:05:55 We reduce, no we cut process execution time. Increasing compliancy and service quality
00:06:03 is also a significant value of intelligent RPA. Repetitive tasks done during peak activity
00:06:09 can often generate errors. Bots are running all the time.
00:06:14 However, humans can now focus on valuable error handling, taking care of your customers, your
partners.
00:06:24 With artificial intelligence, bots can provide more and more.
00:06:29 Such as supporting unstructured data, being able to heal themselves, and many more here.
00:06:37 Here are some use cases covered by Intelligent Robotic Process Automation.
00:06:42 For instance, extract data from different connectors and put it into a finance system.
00:06:49 Look for invoice numbers in countless ERP instances. Log into a significant number of SAP ECC
instances,
00:06:57 collect purchase requisitions, and distribute them to shared services.
00:07:03 Intelligent RPA is all about making tasks more efficient. For example, in case of activity peaks,
00:07:11 it can reduce errors due to the delay for people in charge of entering a lot of information in a
short timeframe.
00:07:23 We often think about the kind of task which is complicated, complex,
00:07:29 which takes a significant amount of time. Yes, RPA can take care of this task, this process.
00:07:37 But what about all the tasks which are not so complex, not so complicated?
00:07:44 Users tend to forget all the simple tasks, hidden and repetitive.
00:07:50 You can focus on the tedious process. On the other hand, you could consider working on
00:07:55 the short tasks which last 5 minutes, but 40 times. Well, 5 minutes by 40 times,

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00:08:02 it's more than three hours in a day for just one person. At the end of the day, you've got
something because
00:08:10 small steps can make big changes. Here's a use case without a robot.
00:08:19 Someone needs a new laptop, a software license, or any type of equipment.
00:08:24 Until now, they have been used to sending an e- mail to the support team describing the
request.
00:08:31 On the support side, an asset management application is used to manage requests.
00:08:37 You know the kind of powerful application, over-complicated for handling simple request?
00:08:44 Hmm, at the end, the request takes ages. The internal customer is waiting.
00:08:51 The IT department would like to improve this. It created a simplified form, hosted in a simple web
app.
00:08:58 The user would need to fill out the form and that's it. However, the problem is still the same.
00:09:05 There is no link between the web app and the asset management system.
00:09:10 The user needs to copy and paste all the information between the two systems, and for all
incoming requests.
00:09:20 And here is a robot in the picture. On one side, the web app;
00:09:26 on the other side, the asset management system. Every morning, the robot alone creates
00:09:34 more than 100 requests in the system. And it gives a report on what has been done.
00:09:42 The support team can focus on high value tasks, that's it. To finish with this example, the asset
management system
00:09:52 is still there with its relevant screens. Web services or APIs are a pretty good idea,
00:09:59 but need a long time to develop because of all the mandatory checks that need to be taken to
account.
00:10:07 The migration is no longer identified for the moment. We found this case because the time and
the budget
00:10:13 were both lacking. Time or budget are often the key points of promoting bots.
00:10:21 Another example with purchase order creation. The Purchasing department receives a purchase
order
00:10:30 through mail on a daily basis. A first filter is needed for various reasons.
00:10:36 Once filtered, the team needs to identify the products, quantify the customers, and so on.
00:10:46 If you have only one product to sell, it's fine. The list is somehow defined. You can enter in your
system.
00:10:55 You launch the corresponding transaction, navigating the screen,
00:10:58 looking for all the mandatory fields, and so on. Done? Perhaps.
00:11:06 The team will need again and again to do it. And here, this is how automation
00:11:14 could handle this process, this task. You have a robot that will first read the spreadsheet.
00:11:21 Row after row, all the fields will be translated to the corresponding transaction
00:11:26 in your favorite ERP system. Once put in place,
00:11:32 it will continue to work to help the team. For the last slide, we can summarize the use case
criteria.
00:11:44 The first is related to manual and repetitive actions. When you find there are many actions,
00:11:51 often done by many employees, automation should be considered.
00:11:57 The second is volume. Taking into account hundreds or thousands of files a day,
00:12:05 even by many people, should lead you to think about a way to assign these tasks to a robot.
00:12:13 It's quite easy to a user to switch from one application to another.
00:12:18 Imagine when there are 10 or 15 applications to drive, collecting or entering data.
00:12:24 If you can hide the complexity by automatically calling the required applications, this will help the
user life.
00:12:34 And last but not least, is the ability to help an application, which is a bit boring to use.

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00:12:41 From time to time, it's a legacy application, and nobody wants to update it, to replace it.
00:12:48 Too many useless screens, containing useless data, but never mind.
00:12:54 Robots are here to clean up the place, only picking up the mandatory data,
00:12:59 and let the user do their job with more accuracy. This is the end of this unit.
00:13:06 Thank you for watching. In the next unit,
00:13:09 I will present an overview of the solution and the tools.

4
Week 01 Unit 02

00:00:10 In the previous unit, we discovered what Intelligent Robotic Process Automation is.
00:00:16 In this unit, we are going to see an overview of our solution and tools.
00:00:21 In terms of tools, we'll talk about the desktop agent, the Cloud Factory, and finally, the Desktop
Studio.
00:00:28 Let's start with the solution overview. Some key concepts of intelligent RPA.
00:00:36 It comes often with the unattended bot, the digital worker. From a technical standpoint, it is
deployed on a server.
00:00:44 It will be executed through a schedule or a trigger. From a functional standpoint, it aims to lower

00:00:50 manual processes, often repetitive with lower added value. When well identified
00:00:55 and designed, it could cover a whole process, for example, automate purchase order.
00:01:02 On the other hand, we often talk about attended bot, digital assistant.
00:01:07 From a technical standpoint, it is deployed on a user workstation, triggered by a user.
00:01:13 The goal, from a functional standpoint, is to ease manual processes, simplify them,
00:01:19 increase the user performance. Some area of the process can be automated,
00:01:24 but at the end, the user is in control. What is Intelligent RPA without
00:01:30 orchestration, without control? We provide a solution which is accessible
00:01:35 with simply an internet browser; a cloud-based solution for managing
00:01:40 all process automation resources. Have you identified an end-to-end process,
00:01:46 maybe simple with few decisions to take or even complex? It needs to be designed.
00:01:53 Process automation is designed through an on- premise tool. All authoring tasks related to
process automation
00:02:01 are performed through this tool. It starts from capturing the application,
00:02:06 build workflow, and much more. In your company landscape, you have servers,
00:02:14 business applications that were purchased, customized, or even developed.
00:02:19 Your company has in the meantime started to use cloud services with their different flavors,
00:02:23 like platform as a service, software as a service, infrastructure as a service.
00:02:28 Some of these applications are interconnected. Some are not.
00:02:33 And maybe you will ask, who is making the glue between applications that are not connected?
00:02:38 Who is going to enter again and again duplicated information?
00:02:43 The user. Intelligent Robotic Process Automation
00:02:48 comes with three main components. The first is responsible for orchestration and monitoring.
00:02:54 It's a cloud-based solution powered by SAP Cloud Platform, no deployment required, simply a
web browser.
00:03:02 The second is responsible for project development of process automation.
00:03:07 You deploy only on process automation developers' workstations.
00:03:12 The third is responsible for executing the process automation.
00:03:17 A line of business can run as attended mode. If some processes can run in a way that
00:03:22 direct human interaction is not required, we are talking about unattended mode, a digital worker
mode.
00:03:30 Both components will be linked with the cloud, securely. Intelligent Robotic Process Automation
00:03:38 is a robust and scalable solution. Its functional coverage is able to solve both attended
00:03:45 and unattended use cases. Using JavaScript language, it makes it even easier,
00:03:50 from a development standpoint, to jump into a project. The framework is fully extensible.

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00:03:56 One key element is the open mindset to third parties. Java-based, native Windows application,
legacy applications
00:04:04 are already working out of the box. And virtualization protocols are also working,
00:04:09 making communication between application and bot efficient. It works for simple projects or for
complex projects
00:04:17 involving a large number of screens, application types. Today, you start with a project,
00:04:24 but it could require changes over time. Thanks to its robust scripting language,
00:04:30 modifications can be tracked. UI elements are clearly identified
00:04:35 thanks to a powerful graphical design. Debugging can be done locally or remotely.
00:04:42 Once your project is compiled, deployment to workstations does not require significant memory
consumption.
00:04:49 Also, compared to other solutions in the market, fast response time is a key differentiator.
00:04:59 As we saw previously, here are the three main components of Intelligent Robotic Process
Automation.
00:05:06 The Desktop Agent is responsible for executing process automation.
00:05:12 Cloud Factory, which covers all orchestration and monitoring aspects.
00:05:18 Desktop Studio, which is used for authoring the process automation.
00:05:26 Let's start with the Desktop Agent. The Desktop Agent is able to work with
00:05:33 a wide range of applications and technologies; web applications, custom applications built
00:05:39 with native Window APIs, Java-based applications, terminal applications, and so on.
00:05:45 An access to dedicated applications, such as Microsoft Office, SAP GUI.
00:05:50 The Desktop Agent is able also to build your tailored user interface.
00:05:55 Web services protocol can be used to talk with on-premise or cloud-based applications.
00:06:02 To do so, the agent is using a powerful and extensible script language based on JavaScript.
00:06:08 For each technology, connectors have been developed to work as closely as possible with them.

00:06:15 The agent will simply leverage the user profile, the Windows credentials.
00:06:22 Once installed, administrator privileges are never required. When it runs as digital assistant, the
agent is able
00:06:33 to start applications in fullscreen or compact mode. And more interesting, the digital agent can
display
00:06:39 graphical forms or banners specifically dedicated to help the user in their daily work, such as a
360 view,
00:06:47 tool tips, and so on. As you can see on the right, the assistant is used
00:06:51 as a guidance for performing the main tasks for an end user because sometimes, final approval
is still required.
00:06:58 Simply by adding a confirmation, it helps the user adoption. The assistant mode can be used in
a lot of cases,
00:07:06 such as training, contextual help, quick launch. Such UIs can be built thanks to Desktop Studio
00:07:12 as we'll see later in this presentation. Trust registration to the Cloud Factory is secured.
00:07:21 An agent must be allowed prior to connecting to Cloud Factory. We have a strong authentication
mechanism,
00:07:29 and we use WebSockets protocol to establish the connection from the agent to the cloud.
00:07:34 Execution is still happening on-premise, and connection to Cloud Factory is required,
00:07:40 high-level job information on the cloud for attended and unattended usage.
00:07:47 Let's review the Cloud Factory. Cloud Factory is the central element
00:07:54 of orchestration and monitoring. In the coming releases, additional capabilities will happen.
00:08:00 Today, the Factory is responsible for managing the hierarchies, agents, or logins,

6
00:08:07 managing environments, development, test, production, importing and deploying packages from
the Studio,
00:08:13 and monitoring jobs execution. In the next slide, we will get more into the details.
00:08:24 Prior to using the whole solution, you need to declare the agent structure.
00:08:29 This is done by importing a CSV file or simply one by one. For a given hierarchy, a node or even
for an agent,
00:08:37 you can allocate time for unattended usage. In case of mixed deployment, this can be useful.
00:08:45 Intelligent RPA takes into account, at the early stage, the concept of Dev-Test-Prod.
00:08:52 However, you can define several environments. Maybe you want to separate finance from
supply chain,
00:08:58 or a location to another location. Once created, you simply bind to a well-known type
00:09:04 and link to a hierarchy by using a variable. The Packages and Deployments tabs are the activity

00:09:13 that you'll use a lot at the beginning of your project. From here, you have a view of all available
packages.
00:09:20 A package without a configuration, without triggers, has no meaning.
00:09:24 A configuration is the rules that a deployed package will use to perform its purpose.
00:09:31 In attended usage, you simply define the environment and the date ranges.
00:09:36 In unattended usage, you can specify, in addition, which scenario will be used.
00:09:44 A powerful planner gives you the ability to define some time window for which a process should
be executed or not.
00:09:51 And for unattended usage, you can define the schedule from minutes to months.
00:09:58 Within the dashboard, you've got a list of recent failed jobs.
00:10:02 The next tile will display ongoing jobs with some additional information.
00:10:06 The Agents tile will display all information about known agents with a status,
00:10:11 such as which agents are currently connected, which agents are idle, busy, or connected or not
connected.
00:10:22 You've got a history of all the completed jobs, whether successful, canceled, or failed,
00:10:27 and on a today, weekly, or monthly basis. And you can drill down to the detail
00:10:35 from the tile or from the chart. Now, an important piece of the solution; the Desktop Studio.
00:10:47 The Desktop Studio is a suite of tools, which is an integrated development environment
00:10:53 focusing on process automation development. It covers the specification
00:10:58 and the development perspective with an application capture, a code editor, and a workflow
designer, and many more.
00:11:05 Through its built-in debugger, local or remote tests are doable.
00:11:11 With the application capture, you can declare and identify all UI elements of your application.
00:11:17 This is done through a graphical user interface and the powerful UI inspectors.
00:11:22 In addition, a validation wizard helps you to check the completeness and uniqueness of your UI
elements.
00:11:31 SAP GUI for Windows is supported. We even improve our web driver for SAP UI5,
00:11:37 which is used by S/4HANA and even a lot of applications now.
00:11:41 We added the methods, such as WaitReady, for ensuring the UI is able to respond to next
actions.
00:11:48 Better support of UI5-based applications when running in the background.
00:11:54 You can bootstrap your project with the workflow designer perspective.
00:11:58 With the Workflow Designer, you identify the key workflows. You can even use it for quick
specification
00:12:04 or documentation of the business process you would like to automate.
00:12:09 Once the workflow is completed, code generation can happen with a one-click button.

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00:12:15 Take some time to review, add comments, and make all necessary adjustments and
improvements.
00:12:25 Managing scripting language - a JavaScript framework based on which code is generated
00:12:30 from Workflow Designer or created directly. You have several wizards for your projects, your
scenarios.
00:12:37 Code generation is automated from screen captures. While you are doing coding, you have
helpers,
00:12:43 like syntax checking and autocompletion. At any time, you can navigate between objects and
code.
00:12:51 You have access to the SDK, the framework, the libraries, and plugins.
00:12:55 You have also access to HTML page templates, samples, and tutorials.
00:13:01 It is important to test early during the automation. So to do so, you have a full JavaScript
debugger
00:13:09 with step by step, local variables, test console, page, event, scenario viewers, and many more,
00:13:16 helpers for regression testing. But even with good dev habits,
00:13:21 sometimes you need to solve issues later. For this purpose, you can count on the record/replay
mode
00:13:27 for remote investigations. You can replay task cases captured
00:13:33 on end user desktops, on user consent. Application modifications detection,
00:13:39 diagnosis functions to gather incidents or specific cases. Finally, let's review the major steps of
project delivery.
00:13:52 It starts with the Studio, the SDK which includes the framework,
00:13:57 plugins, and common resources; the project itself, which includes the code,
00:14:04 the resources, and application declarations. They are all merged into a package.
00:14:11 The package contains all resources needed, such as the compiled project
00:14:15 and scenarios, framework, and so on. You import your package within the Factory.
00:14:22 The Factory will allow you to create configurations, triggers, and will take care of a job delivery
and monitoring.
00:14:30 Configured packages are now distributed to agents. When a user triggers it, it creates a job
behind the scenes.
00:14:40 With an event, such as schedule, agents running in unattended mode will process the job.
00:14:49 Let's conclude this unit. Intelligent Robotic Process Automation aims to accelerate
00:15:00 the digital transformation by automatically replicating actions that have lower added value.
00:15:07 It provides a suite of tools, cloud and on- premise, and a growing ecosystem, which can work for
both attended
00:15:14 and unattended usage. It works with a wide range of applications and technologies.
00:15:22 It is powered by SAP Cloud Platform, machine learning, and AI.
00:15:30 The Desktop Agent is responsible for executing the process automation.
00:15:35 The Cloud Factory is responsible for orchestration and monitoring the process automation,
00:15:41 and the Desktop Studio is focusing on defining the process automation.
00:15:46 And that's all for the solution and tools overview. In the next unit, we'll do an end-to-end demo.

8
Week 01 Unit 03

00:00:08 Welcome to week one, unit three of How to Build Bots

00:00:12 with SAP Intelligent RPA. In this unit, I will show you an end-to-end demo
00:00:18 of the solution. Let's start...
00:00:26 Let's start with the installation. I have already added the desktop package component.
00:00:36 So I select the language. I click on Next.
00:00:40 Next again. I'm going to select the Studio component.
00:00:46 Click on the Next button. Okay, everything looks good.
00:00:51 So I can start the installation program. We just need to wait a couple of seconds
00:00:58 for the component be installed on the computer. Just be patient.
00:01:08 Let's copy the new file, getting the components, and in a couple of seconds now,
00:01:14 the Desktop Studio should appear on the desktop now. Okay... Good.
00:01:27 It's pretty much it. Fantastic, now we can click Launch Studio,
00:01:33 making the registration of the component on the Factory.
00:01:37 I need to copy/paste the tenant URL. Good. Register.
00:01:47 Now I go to open and to fill my credentials with this tenant.
00:01:53 My name. Okay.
00:01:59 And then I could finish by... Yes. Okay. And my password. Good.
00:02:13 Login. Login Successful. And that's it.
00:02:18 Now we can check if everything is working fine. So I'm launching the Desktop Studio now.
00:02:28 Yes. Okay. Good. Now I can create directly a new project.
00:02:39 So I go on the File here, New project. I fill in the project name.
00:02:51 MyFirstProject. I put a title, most likely the same, MyFirstProject.
00:02:59 And the client name, SAP. After a couple of seconds now,
00:03:07 I should be able to browse, and what I'm going to do,
00:03:10 I will create a new workflow here. I'll leave the default name for now.
00:03:19 Okay. I can go now to the Activities. I will browse for going to show a popup.
00:03:27 I put the message box just below the Start. I click on the Properties.
00:03:31 I need to explain a little bit here on the Properties panel.
00:03:35 I fill the Name. My... Title... Message box, the title.
00:03:46 The Title. And then a wonderful message
00:03:50 with "Hello World". And I just need to click on Wait closing. Good.
00:03:59 Perfect, that's it. So I'm switching to the Debug mode.
00:04:05 The project is going to be compiled. I just need to wait a couple of seconds now.
00:04:11 Good. Okay. Now the trace viewer is appearing here.
00:04:20 And it should be working. I just need to expand a little bit this window.
00:04:24 Clicking on the agent, click on the test workflow, and yes. Hello World is working properly.
00:04:31 So now, for sure, my setup is complete. I was able to create a small project here.
00:04:39 Very basic. Opening the Studio and launching this kind
00:04:44 of small scenario. That's it...
00:04:56 Now we can start to use an existing project. So let's open the Studio
00:05:06 and use an existing project. I look under File.
00:05:14 I already have a project here. It's opening. It's based on the S/4HANA SAP GUI
00:05:20 and so on. On the application, I can browse the applications

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00:05:25 that have been already captured here, with S/4HANA here,
00:05:31 with all the pages that have been captured. You see the overview here.
00:05:36 So I switch now to the workflow. I can expand the different workflows
00:05:41 that have been created previously. With the logon, with create supplier,
00:05:49 and the purchase order. I can open here the logon.
00:05:56 Opening the purchase order, so we see the workflow for this scenario.
00:06:02 And now what I'm going to do, I will simply export this project
00:06:07 to import later on within the Cloud Factory. Again, the compilation is happening.
00:06:16 And after a couple of seconds, I should be able to see the export properly...
00:06:27 Okay. Looks good. The export is done....
00:06:41 Good. So let's go to the next demo. I'm using here the Cloud Factory.
00:06:56 So let's review. We have the Home, the Packages tab,
00:07:01 the Deployments tab, the Monitoring tab, and the Management tab,
00:07:07 which has been already prepared. So I go back to Home.
00:07:11 I click on Packages, and I'm going to import the package
00:07:16 that I just created with the Desktop Studio. I'm browsing for the desktop package.
00:07:23 It's located in the Documents. SAP, Intelligent RPA, Desktop Studio, and this one.
00:07:35 It goes on the export folder. And it's the zip file here.
00:07:39 I open it. I just don't need to put a package name,
00:07:45 it's already provided by me, by the system.
00:07:48 I'm going to import. I need to wait a couple of seconds now.
00:07:56 And that's it. So what's imported?
00:08:00 I just need to go on this button here, on the Deploy.
00:08:06 I fill the name here, which is a purchase order.
00:08:13 As you can see below, the environment has been already selected automatically.
00:08:20 Okay. It's been deployed now, and what I'm going to do now
00:08:25 is to create a trigger in unattended mode.
00:08:29 So it's going to be a schedule here... I can fill Trigger name,
00:08:37 but let's select the date range or select the recurrence.
00:08:41 So I'm going to do on a daily basis. One day.
00:08:48 Select the start time. So I just need to wait two minutes.
00:08:54 That will be, in fact, good for the demo. Okay. It's pretty much it.
00:09:03 Ah, yes, I need to select the scenario which is PurchaseOrder here.
00:09:08 Okay, looks good. The name is automatically provided, good,
00:09:13 so I can click on Add now. Okay. Now we can see that the trigger
00:09:19 is just below the package that has been deployed here. We can see that the next schedule,
00:09:25 the next execution is due in one minute. So I can pause, run now, if I need...
00:09:32 I don't need to run now for now... Okay. Yeah, I can edit the trigger.
00:09:42 Let's have a look, okay. Nothing needs to be updated, okay.
00:09:48 So let's have a look at the Monitoring now.
00:09:55 I click on the Jobs. Okay, the job is ready.
00:10:01 The agent is preparing this job. And, yes, it should work now. Start. Okay.
00:10:12 Now the machine, the agent, is taking control of this project, and will very shortly open the
package.
00:10:22 Yes. Okay. So it's going to connect to S/4 now.
00:10:28 Selecting the appropriate time. Okay, Manage Purchase Orders is showing on the screen.

10
00:10:39 So you have nothing to do, just watch what's happening... Okay... Good.
00:10:51 It's going to create a new purchase order. Okay. It will start by selecting the supplier. Good...
00:11:07 Okay, fill the item of the purchase order with the plant.
00:11:14 All the needed components and all the needed fields for this demo.
00:11:24 Okay. It's validating. The order is pretty much it. Okay.
00:11:34 All the validation is happening in the background. Okay. The purchase order has been saved.
00:11:40 And we can log off. It's done. Okay...
00:11:51 Good. Now we can go back to the agent, and under Jobs, and it's successful.
00:12:03 That's it. Okay, so I hope you enjoyed the demo
00:12:08 and got a good understanding of what SAP Intelligent RPA looks like in action.
00:12:14 In the next two units of this week, Rosa will explain to you how to set up the single components.

00:12:21 Thank you.

11
Week 01 Unit 04

00:00:05 Hi, my name is Rosa Orihuela and I am part of the Intelligent RPA team.
00:00:09 I take care of customer support. Welcome to week one, unit four,
00:00:14 Getting Started with Cloud Factory. So now that you've seen the product in action,
00:00:18 it is time to get started by setting up the Cloud Factory. The Cloud Factory manages scenarios,
agent hierarchies,
00:00:26 environments, projects, and packages for both attended and unattended usage.
00:00:30 It also monitors jobs. To access the Cloud Factory,
00:00:36 you first need to create your SAP Intelligent RPA subaccount in the SAP Cloud Platform cockpit.

00:00:42 To complete this step, you need to have an SAP Cloud Platform global account on Cloud
Foundry, and you also need to have
00:00:50 a Cloud Foundry subaccount in SAP Cloud Platform. In the navigation area of your subaccount,
00:00:56 click Subscriptions to see the applications that are available to you.
00:01:00 If you don't see the SAP Intelligent RPA tile under Subscriptions,
00:01:05 it means that you haven't been granted entitlement, which should be granted once you've signed

00:01:09 your commercial contract with SAP. Raise a BCP Ticket using the MLIPA label
00:01:16 to ask for information about the entitlement of your global account.
00:01:21 Click the Intelligent RPA tile to enter the Overview page, and then click the Subscription button.
00:01:30 Once your SAP Intelligent RPA subaccount is created and the subscription is completed,
00:01:35 the Subscribed button is enabled. Let's make a pause here and talk
00:01:39 about the trust configuration. SAP ID Service is the default identity provider
00:01:46 of SAP Cloud Platform. The SAP ID service in your SAP Intelligent Robotic
00:01:51 Process Automation subaccount is pre- configured in the Cloud Foundry environment of SAP
Cloud Platform
00:01:58 by default, so you can start using it without further configuration.
00:02:01 You can thus proceed directly to the management of the role collections.
00:02:07 Now we shall set up the authorization for your tenant and create Intelligent RPA roles.
00:02:13 We offer various roles in SAP Intelligent RPA. Roles are automatically configured,
00:02:18 and you do not have to create new ones. By assigning roles to users, you can grant them
access
00:02:23 to specific applications, data sources, or environments such as development, test, or production.

00:02:29 Users can manage the application, along with its cloud and on-premise resources according to
their roles.
00:02:36 There are five roles. Intelligent RPA Agent User is for users
00:02:40 who need to register an agent. There are three main use-cases.
00:02:44 Development: A developer needs this role to run a local agent for testing.
00:02:49 Attended mode: The person triggering the jobs must have this role.
00:02:53 Unattended mode: The person registering the agent must have this role as well.
00:02:58 Intelligent RPA Supervisor is the role for IT people who need to check
00:03:02 if jobs run properly and that resources are properly used. Intelligent RPA System Manager
00:03:09 is the role of IT people in charge of setting up the projects for test and production.
00:03:14 They manage the packages and their configurations, together with the hierarchies and
environments.

12
00:03:19 Intelligent RPA Officer is the role of the person responsible for the whole SAP Intelligent RPA
application.
00:03:26 They can do everything that agent users, supervisors, and system managers can.
00:03:31 Officers can also perform operations such as removing references to former employees
00:03:36 within the application tables. Intelligent RPA Personal Data Access
00:03:41 gives access to job details. By default, job details are not visible because they might
00:03:47 contain sensible or personal information. To access this information,
00:03:51 users must have the IRPA Personal Data Access role. To do so, go to select Security,
00:03:59 click on Role Collections, then click on the New Role Collection button.
00:04:03 Enter the name and the description of your role collection and save your changes.
00:04:10 Click on your newly created role. Click on Add Role. In the Application Identifier
00:04:17 dropdown list, select the one as shown to create the administrator of the tenant.
00:04:26 This step you need to repeat for all the users, for those that want to configure Intelligent RPA
bots
00:04:31 on the Cloud Factory, you need to add them with Intelligent RPA Officer role.
00:04:36 For those who want to run Intelligent RPA bots, you need to add them with Intelligent RPA
AgentUser role.
00:04:43 Make sure you configure the role collection. Go to Trust Configuration and click on SAP ID
Service.
00:04:51 Type your e-mail, then click on Show Assignments. If necessary click on Add User
00:04:56 then click on Assign Role Collection. Choose the role you want to give to the user
00:05:03 from the dropdown and then click on Assign Role Collection. Now click on the Go to Application
button.
00:05:15 Now you have access to the Cloud Factory, where you can manage scenarios, agent
hierarchies,
00:05:20 environments, projects, and packages for both attended and unattended usage.
00:05:25 You can monitor jobs as well. And this is it for Cloud Factory.
00:05:29 In the next unit, I will show you how to set up the Desktop Studio and Desktop Agent.

13
Week 01 Unit 05

00:00:06 Hi, it's me again. Welcome to week one, unit five,

00:00:10 Getting Started with Desktop Agent and Desktop Studio, where we will set up the Studio and
Agent
00:00:15 to get started with Intelligent RPA. The setup program is provided in the form
00:00:20 of an industry-standard Windows Installer package. You can download it from the SAP Software
Center
00:00:27 such as SAP Service Marketplace or SAP download center. Launch the executable.
00:00:32 Select Next. You can stop the installation process at any time
00:00:36 by clicking Cancel. Select which component you want to install.
00:00:42 You can choose to install the components according to your needs.
00:00:45 The Desktop Agent installation is enabled by default. Install the Desktop Agent for runtime
machines
00:00:52 where automation projects are executed. Select the installation of the optional components,
00:00:57 Desktop Studio and SDK, to achieve a complete setup. It enables full use
00:01:02 of SAP Intelligent Robotic Process Automation: development, orchestration, and execution of
automation projects.
00:01:11 This step is optional. If you want to change the destination folder,
00:01:15 just choose Browse to change the destination of the installation folder.
00:01:20 Select Install to start the installation. The installation process may take a few seconds to
complete.
00:01:26 An authorization request to bring changes to the computer might appear.
00:01:34 Once the installation has been successfully completed, select the checkbox to launch
00:01:39 Intelligent Robotic Process Automation Desktop and click Finish.
00:01:43 The Desktop Agent Tenant Registration window pops up. You now need to register the Desktop
Agent
00:01:48 to finalize the installation. The Desktop Agent tenant registration is a requirement
00:01:56 for the use of SAP Intelligent Robotic Process Automation. Before registering your tenant,
00:02:01 you first need to declare your login or machine hierarchy using SAP Intelligent Robotic Process
Automation Factory.
00:02:08 The tenant registration is automatically required during the first execution of the Desktop Agent
00:02:14 once you finished the installation steps of the SAP Intelligent Robotic Process
00:02:18 Automation setup wizard. When the Desktop Agent Tenant Registration window pops up,
00:02:23 enter the name of your tenant and the SAP IRPA Factory tenant URL you want to connect to,
00:02:29 then click on Register. Log in to your Factory tenant with your user name
00:02:34 or e-mail and password. If you do not know the SAP IRPA tenant URL,
00:02:41 you can find it following these steps: First, select Go to Application
00:02:45 in your SAP Intelligent RPA Factory account in the SAP Cloud Platform cockpit.
00:02:51 If the URL of your SAP Intelligent Robotic Process Automation Factory tenant is
http://ipa.sap.hana.demand.com,
00:03:02 it means that the base URL is the same. Then copy the base URL and paste it
00:03:09 into the Desktop Agent Tenant Registration window. Now that we are logged in to the Factory,
00:03:17 let's create a hierarchy and a node with the host name of your machine.
00:03:21 First, we click on Management. Then we click on hierarchies.
00:03:29 Then we click on the New Hierarchy button. Enter a name for the new environment
00:03:35 and possibly a description. There's a maximum of 256 characters that you can use.
00:03:41 Choose the type of environment. Machine, if the hierarchy defines machines;

14
00:03:45 Login, if the hierarchy defines users. Then click on Create.
00:03:53 Open the newly created hierarchy. You might have to search for it, as the content is paginated.
00:04:01 You now have your own hierarchy. We'll create a node referencing your machine,
00:04:06 but we need first to get your host name. To find your host name, we can launch Command
Prompt.
00:04:14 Enter host name in the CMD box. Confirm your entry by pressing the Enter key.
00:04:20 Select the name and save it. Create a new node by clicking on the plus sign.
00:04:30 Paste the host name you just copied in the Name and Label fields.
00:04:34 Click then on the Create button. If the button doesn't activate,
00:04:38 click in one of the fields and hit any arrow key. Select the newly created node.
00:04:45 Select the checkbox to configure unattended usage. Drag in the small box of a specific hour.
00:04:55 In this case, 6:00 a.m. Stop dragging further in the week.
00:04:59 In this case 8:00 p.m. on Saturday. Then click on Save.
00:05:03 Now you are all set to start using the Factory. That's all for this week.
00:05:09 In the next week, we'll put everything together in development. Goodbye.

15
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