Miguel A.

Rivas Reyes
IBM RPA con Automation Anywhere Hybrid Cloud Technical Sales
Una plataforma para el futuro de la automatización de [Link]@[Link]
IBM BPM Certified Analyst
procesos IBM BPM Certified Developer
IBM BPM Certified Architect
IBM ODM Certified Developer
IT Specialist – Open Group
IBM Spanish South America

© IBM Corporation 1
Agenda

1. ¿Qué es RPA?
2. Beneficios
3. Casos de uso
4. RPA en el mercado
5. Componentes

© IBM Corporation 2
¿Qué es RPA?

© IBM
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Corporation
Corporation 3
¿Qué es Robotic Process Automation?

© IBM Corporation 4
¿Qué es Robotic Process Automation?

© IBM Corporation 5
¿Qué es Robotic Process Automation?

RPA es un software con capacidades de procesar tareas

repetitivas y basadas en reglas sin intervención humana.
RPA elimina la necesidad de la participación humana en la
realización de tareas que son monótonas y laboriosas

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¿Cómo trabaja RPA?

RPA “bots” replican las acciones de los humanos que

interactúan con las interfaces usuarios de las aplicaciones, por
lo tanto:

No realiza cambios a las aplicaciones actuales

Reduce los errores

Ejecuta eficientemente altos volúmenes de trabajo

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Beneficios de RPA

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Corporation
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Beneficios de RPA

Acelera el “time to Reducción de los Incrementa el Disminuye los

value” errores humanos rendimiento costos de desarrollo

Crea, prueba y entrega Elimina los errores Realizar tareas Desarrolle

nuevas cuando se ingresan o automatizadas en automatizaciones
automatizaciones en validan los datos segundos o minutos rápidamente con
días o semanas durante todo el día funciones simples de
grabación / reproducción

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RPA & Digital Labor

¿Qué acciones realiza?

Digital Labor
provee la
automatización de
tareas repetitivas.

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RPA & Digital Labor

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RPA & Digital Labor Platform

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RPA se complementa con BPM & ODM

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Casos de uso

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Corporation
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RPA se complementa con BPM & ODM

Alto Tareas Ingreso de

Volumen Repetitivas datos
de Trabajo manuales

Múltiples Lógica & Reglas Alto numero de

sistemas en procesos FTEs (Full time
legados Equivalent)

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Casos de uso

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RPA en el mercado

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Corporation
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RPA en Forrester

“The RPA Market Will Reach $2.9 Billion By

2021” Forrester, Feb 2017

• Complete Back to Front office automation

• Multiple Recording options for business user
involvement
• Easy to use robot creation tools
Enterprise Scalable with HA options
• Optional Cognitive capabilities
• Documents and semi-structured data
• Vision, NLP and more
• Optional Real-time Analytics
• IBM Synergies with IBM
• BPM end-to-end processes
• ODM decision services

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Componentes

© IBM
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Corporation
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 IBM Robotic Process Automation with Automation Anywhere V10

Bot Creators Control Room Bot Runners BPM Express

Create Manage Run

• Bot repository
• Bot scheduler
• Version control
• User management Process orchestration,
Record • Role-based access Playback automation, and
• Audit trail monitoring

Available – 22nd September 2017

Combines Automation Anywhere Enterprise with
IBM Business Process Manager Express
Provides Platform for
Automated Repetitive Desktop Tasks,
Process Orchestration and Human Tasks © IBM Corporation 20
Announcing a new partnership with Automation Anywhere

Specifics of the partnership: Announcement Letters:

• IBM and Automation Anywhere join forces to create a new RPA Geo Internal External
offering within the IBM Digital Process Automation portfolio Document ID Document ID
• Partnership announcement date was July 13, 2017
US 217-350 217-350
• IBM RPA offering announcement was August 22, 2017
• IBM RPA GAed end of September, 2017 Canada A17-0541 A17-0541

• IBM Services will continue to consult on & implement the AP AP17-0338 AP17-0338
continuum of Digital Process Automation and Robotic Process Japan JP17-0427 JP17-0427
Automation solutions LA LP17-0436 LP17-0436
Trial: EMEA ZP17-0439 ZP17-0439
[Link]
automation/robotic-process-automation/
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What Capabilities are in IBM RPA with Automation Anywhere?

Authoring Environment Asset Repository Runtime Environment

Bot Creators Control Room Bot Runners

Automation
Anywhere
Enterprise

Process Developer Process Center Process Server

IBM Business
Process
Management
Express

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Automation Anywhere RPA Software Components

Client - Bot Creators

Tasks Copied from
Control Room
Control Room - Bot Management
and Deployment
Tasks Copied to
Control Room

Client - Bot Runners

Tasks Deployed from
Control Room

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Automation Anywhere Product Topology

– SQL Server DB - stores data: users (if not

SQL Server DB
Active Directory is used), user roles, user Control Room “Shared
Services & Data”
permissions, etc.
– SubVersion - can optionally be used to File Repository
have version control on tasks, metabots,
Client Web Socket Service
workflows etc.; check-in, check-out, version Client
SubVersion
Clients
Bot Runner
history, rollback Bot
BotRunner
Runner
Bot Creator
– File Store - only required for distributed
installation where a network path is required
as repository path ? File Store
Control Room Applications
– Active Directory - can optionally be used to
store the users
Website
– Mail Server - can optionally be configured for
email notifications to users, recommended as Load Balancer Control Room API
Active Directory
account creation, password resetting etc. is
Scheduler Services
managed through this
– Load Balancer / Replicator - required for
high availability, see HA/DR guide for details, Replicator
Mail Server
but these are Windows components

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 HA / DR Topology

Two tier architecture with load balancer

and high availability with failover cluster

Source: Automaton Anywhere International

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Bot authoring options

Recorders and Task Editor – Smart Recorder - It captures objects from various applications that
Create Runnable Bot Scripts use different technologies such as html, .Net, WPF, Java, Flex and
Silverlight. These are saved as a set of Object Cloning commands.
Can locate moved controls.
– Screen (Standard) Recorder - Use it to record tasks that need to
be run on the same machine in which it is recorded. It records
mouse clicks and keyboard operations.
– Web Recorder - It understands all web controls. Hence applicable
when recording web-only tasks. Can locate moved controls. If the
properties of the web controls change, the task can be updated.
– Task Editor - Use it to create tasks manually. You can assign
relevant actions to the task using the commands provided in the
editor. Use it to edit recordings

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Smart Recorder and BPM UI Coach Views

– Smart Recorder uses a mechanism to identify element in DOM that depends on presence of unique
DOM ids.
– We have tested three BPM UI Coach Views: Text, Integer and Check Box
– In CF 2017.06 we fixed the Checkbox Coach View
• Added ID attribute to the input element based on the view id
– We plan to test and ensure all BPM UI Coach Views can be used with Smart Recorder

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IBM Internal Use Only
When to use the Task Editor?

All the time!

– To enhance recorded tasks
• Adding delays, moving windows data to variables, transforming data, etc..
– To create new programmatic tasks
• Opening MS Excel or Web Browser windows, processing files, calling external
REST services, etc..
– To test and debug tasks

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 Which recorder to use?

Smart Recorder
– Captures the UI controls/objects for a variety of frameworks. This allows it to be more resilient to automation obstacles such as screen
resolution changes. It offers more flexibility while recording tasks that use different technologies – Silverlight, Java, html, and Flex to name a
few. It can also be used to record tasks for legacy as well as web-based applications.
– Uses windows IDs for Windows UIs and for Web uses DOM structure to locate Coach Views
– Can adopt to display variations, window sizes, even minor layout changes in BPM!
– Data capture and copy is manual and slow – you must stop recording and use clipboard or variables to capture data
– Recommended for recording BPM UI Coach Views (with some limitations)
Screen (Standard) Recorder
– Can be used to build simple tasks for processes that involve mouse clicks and keyboard operations, and when you plan to run the recorded
task on the same computer on which it was recorded.
– Least reliable, very sensitive to display size variations
– Uses recorded pixel (X, Y) coordinates to locate Coach Views
– But! Quick to record, great for demos!
Web Recorder
– Used to automate pattern-based tasks for web- based applications, e.g. automatically extracting web data spread across multiple pages with
just a few clicks.
– Uses DOM structure to locate Coach Views
– Major issues with Coach Views (not recommended)
– Does not work with CSHS only HHS
– Interferes with Coach View framework (change events do not work)
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 How Smart Recorder records Web actions?

– Two things are recorded and replayed when

Bot script is executed
• Web element identification information to locate the
UI element
• The action that was performed (i.e. ‘Set Text’)

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Task Editor

Debugger Help

Screen Capture View

Desktop application command

Local Variables
Runtime delay
Command Palette

Example of a Error Handlers

control Structure

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Task Editor Palette

– Keystrokes
Interactive / Mouse
–• Edit mouse
Insert moves
message andget
box, keyinput
strokes
– Program / Files / Windows
Miscellaneous
–• Interact
Variablewith Windows OS
or Clipboard, elements
String
(files, windows, etc..)
operations,
– Conditions
System / Loops
Printers,
–• Add Services,construct
programming LDAP
– Pause / Delays / Wait
Advanced
Faultfor
–• Wait handlers, Image
window to showprocessing
up before
clicking onPack
 Integration it
– Internet
– Work with PDF, receive emails,
App Web
–• Start browserand
Integration Terminal
window, upload a file,
Emulator is
call REST APIZ NOT available in IBM
RPA
– Tasks / Scripts
 Security
• Interact with recorded tasks
– Encrypt / decrypt files
– Applications
 SAP
• Interact with applications (DB/Excel) and
– Work with SAP GUI
files (XML/CSV)
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Error Handlers

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Scripting languages

– Scripting language is MS Visual Basic and Java Script

– Use Command to can inject VB or JS scripts in Tasks
– Use it for variable manipulation (data mapping)
– MS VB provides access to operating system resources (open file, does directory exist,
make a directoryZ.)

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 MetaBots

is a building block that encapsulates tasks

• Have input and output parameters
• Enable reuse
• Can be injected in Tasks
• Changes in Control Center instance of a MetaBot
propagate to all Bots that include it
• Authored in MetaBot Designer

– Examples
• Start a Process Instance MetaBot
– Input: user credentials, process input parameters and process template name
• Claim a Task from BPM Process Portal
– Input: task name
• Capture critical information form sales orders (pdf) and transfer them to SAP
– Input: folder name that contains with sales order files © IBM Corporation 35
Mainframe Support (not included in IBM RPA)

– Automation Anywhere does automate mainframe emulators

• command
– Most of the actions performed on the emulator window (clicking of
menu items, buttons, etc.), can be captured by the Recorder, which
supports accessing mainframes from virtual machines and
desktops.
– Terminal Emulator command connects with most mainframes (vt-
100s, 3270s and 5250s).

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 OCR in Automation Anywhere Enterprise

– Use command to capture text

from live windows or files
– Extract text to variables
– Optionally trim the extracted text

This task should be used for basic OCR. For high quality, high volume, high reliability OCR
needs use IBM Datacap - [Link]
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Use MANAGE > Repository
to upload and download Bots to Control Room

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Control Room – Bot and User Management Console

• Dashboard to view Bot

activities
• Repository Manger to
manage uploaded Bots
• Task Scheduler to deploy
Bots to Bot Runners and
manage Bot dependencies
• Operation Room to view
the control room history and
tasks in progress.
• User Management to
configure users
(developers, bot runners,
administrators)
• Audit Trail to displays all
Control Room events
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Control Room – User Management and Licensing

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Bot Runners are installed on Windows server to run Bots
Three ways to run a Bot on Bot Runner

Bot can be From a desktop - Bots can be

launched launched manually from
manually from Automation Anywhere Client
Desktop

Bot Runner installed

on a desktop or a From Control Room - Bots can be
server runs Bots scheduled to start automatically

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Running Bots on Bot Runners from Control Center Repository Manager

Tasks can be started manually or

schedule to start to run on Schedule a Task to run a
selected Bot Runners Task om available an Bot
Runners

Run a Task om available

an connected Bot Runners

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Automation Anywhere Installation and Setup

Clients Control Room

Bot Creator Bot Runner

1. Install MSSQL
1. Install Client

2. Install Control Room

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