UiPath Setup for Beginners

UiPath Setup for Beginners

How to set up UiPath Studio on your system?

To install UiPath Studio, some pre-requisites are to be matched related to both Hardware and Software. 

  1. Hardware pre-requisites

A 4 x 2.4 GHz 64-bit (x64) CPU core, 8 GB RAM and 3.5 GB (for new installations) + 5 GB (for upgrades) of Disk Space is recommended. However, 2 x 1.8 GHz 32-bit (x86) CPU core and 4 GB RAM are also sufficient to install Studio.

  1. Software pre-requisites

UiPath supports Window versions of – 8.1, 10 and 11. It offers compatibility with browsers such as – Google Chrome (v64 or higher), Internet Explorer(v8.0 or higher), Mozilla Firefox(v52.0 or greater), Microsoft Edge on Windows 10 (v1803 or greater) and Microsoft Office Applications (v2013, 2016, 2019, Office 365).

How to Install UiPath Studio?

UiPath offers Enterprise and Community Editions for installation. If your organization has purchased the UiPath platform, install the Enterprise Edition. If you need a trial version, use the Community Edition of the installer. Below are the steps for community users: –

To download the application on your system, you need to set up a UiPath Automation Cloud account.Navigate to https://cloud.uipath.com/portal_/register

navigate to cloud uipath

2. Create a Microsoft or Google account.

3. Enter the details – First Name, Last Name, Country, State and click on Next.

UiPath Automation Cloud

4. Enter the name of your choice and click on Create Organization.

Create Organization

5. You will be redirected to the Cloud console.

cloud console

6. Click on Download UiPath Studio. The .msi file will get downloaded.

Launch installer once

7. Run the “UiPathStudioCommunity.msi” installer file to launch the UiPath setup.

UiPath Setup

8. Select the Quick type of installation and accept the License Agreement

Choose an installation package

9. Choose from the provided packages according to your requirements. You can also modify the Advanced Settings.

10. Click on Install, wait for the installation to complete and then go to the option of “Launch UiPath Studio”.

11. After launching, you will need to activate the Studio.

How to Activate UiPath Studio?

  1. You will be asked to sign in to your UiPath account after launching.
sign in to get started

2. Click on Sign in. Continue UiPath Login with your email.

Continue UiPath Login

3. After successful login, click Open UiPath. You will be redirected to Studio.

Open UiPath

4. Click Continue and you will be connected to your tenant.

Select a tenant you would like to connect

5. You have successfully signed in to your UiPath account and connected to Orchestrator in both Studio and Assistant. There is a quick step-by-step tutorial at the beginning which helps you start with your automation.

Provisioning Machines in UiPath Orchestrator

Navigate to the Machines page on Orchestrator to add one so that a connection can be established with the installed UiPath Studio. Machine connection allows UiPath Robots to connect to the orchestrator in order to run your processes.

  1. Login to UiPath Orchestrator and go to Tenant🡪Machines🡪Add machine.
  2. Select the type of machine as per requirement.
  • Machine template is used to connect the robot for multiple orchestrator accounts. This is done by using a key which works for any machine on which UiPath Robot is installed.
  • Standard machine is used to connect the robot to only one machine. The machine key generated holds the same workstation’s name and hence can only be used for that particular machine.
Standard Machine

3. To begin with, add a standard machine. To find out your machine name, go to the command prompt and enter “hostname”. Copy this exact name to this field and then click on Provision.

Copy this exact name to this field and then click on Provision

4. The machine will successfully be created with the ID and Secret.

The machine will successfully be created with the ID and Secret

5. Connect UiPath Assistant to Orchestrator using the key generated from provisioning.
6. Open UiPath Assistant from the Start menu and go to Preferences.

UiPath Home

7. Go to Orchestrator Settings, mention the Orchestrator URL i.e. “https://cloud.uipath.com” and the generated machine key. Click on Connect to establish a connection to the orchestrator.

Click on Connect to establish a connection to the orchestrator

Adding Robot Account to Orchestrator

  1. Now, go to Manage Access🡪Manage Accounts & Groups🡪Robot accounts🡪Add Robot Account.
go to Manage Access

2. Enter the details and click on Add.

Add Robot Account

3. After successful addition of the Robot account, navigate to Manage Access🡪Assign Roles🡪Robot account.

4. Enter your Robot account and fill in the roles.

Enter your Robot account and fill in the roles

5. Click on Next. Enter the machine login credentials. This will be utilized when the robot runs in an unattended mode. The robot will login using the credentials you provide here.

The robot will login using the credentials you provide here

6. Click on Next and then Assign.

Click on Next and then Assign

7. Your Robot Account is all set up. You can try running a job.

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Welcome to SOAIS Newsletter of September 2021!

Continuous Testing with Remote Execution
 
The speed of innovation continues to increase, driving rapid and relentless change for today’s ever-evolving IT landscapes, creating greater risk as IT and business teams scramble to ensure timely delivery. How can your organization keep pace? Test more, worry less. With Worksoft’s Connective Automation Platform, you can easily build and maintain automated tests, accelerating testing time without losing scope or volume. You can schedule and execute remote, continuous tests to intercept defects sooner and prioritize remediation - without sacrificing your nights and weekends. Explore how continuous test automation and remote execution can empower your organization.

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Skip Costly Rework with Dynamic Change Resiliency​

Change resiliency is imperative in ever-evolving IT environments. Our patented object action framework streamlines change management by assigning object definitions to your shared assets. The same object may be used in a thousand automation steps, but it can be easily updated by making one simple change to the model definition. The change automatically propagates to every single instance where that object may have been used without a single line of code or manual human involvement. For more change readiness you can also engage our Impact Analysis for SAP to predict how changes in SAP transports will affect your business processes. 

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SOAIS Blog – Nuts and bolts of Certify Database Maintenance​

One of the key thing, which is often missed by the organizations, who have invested in using Worksoft Certify for automating their Business Process Validation initiatives, is implementing a Database Maintenance Plan. While the business and the test automation consultants get excited about the shiny new thing that they have got and start building the regression suite; planning and executing a database maintenance plan for most of the customers gets pushed down the priority list. However, since all the test assets in Certify are stored in a Database, a robust database maintenance plan is very important to maintain smooth operation of Certify with acceptable performance criteria. The customers usually start facing issues once they have built significant number of Certify processes which they have started executing on regular basis. Such executions add a lot of data to the tables storing results data and increase the overall size of the Certify database.

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Worksoft Blog – Process Intelligence: A Multi-Dimensional Approach

The ability to extract process knowledge has become easier through the years. Technology has evolved to the point where we can deploy capabilities that connect at multiple levels to extract different types of process insight. In the past, organizations were forced to spend enormous energy extracting data manually from different applications and databases. Then, they would have to use things like spreadsheets to transform the data and convert it into meaningful information. 

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