Introduction to UiPath

UiPath Overview

UiPath is one of the leading Robotic Process Automation (RPA) vendors. UiPath consists of 3 main components:

UiPath Component Architecture

1. UiPath Studio: UI tool to visually design the process to automate

   Thai
   UiPath Studio: เครื่องมือ UI เพื่อออกแบบกระบวนการให้เป็นแบบอัตโนมัติ

2. UiPath Orchestrator: Web application that manages the creation, monitoring, and deployment of all robots and processes

   Thai
   UiPath Orchestrator: เว็บแอปพลิเคชันที่จัดการการสร้างการตรวจสอบและการปรับใช้หุ่นยนต์และกระบวนการทั้งหมด

3. UiPath Robot: Runs processes that were built in UiPath Studio. Execution agent that is installed and executed in the actual machine.

   Thai
   UiPath Robot: รันกระบวนการที่สร้างขึ้นใน UiPath Studio ตัวแทนการดำเนินการที่ติดตั้งและดำเนินการในเครื่องจริง

UiPath Concepts and Terms

Here are some of the basic concepts and terms in UiPath that you should get familiar with for the tutorial later:

• Machine: Represents the actual machine the robot executes in

  Thai
  Machine: แสดงถึงเครื่องจริงที่หุ่นยนต์ทำงาน

• Environment: An environment is a grouping of Robots, that is used to deploy processes

  Thai
  Environment: สภาพแวดล้อมคือการจัดกลุ่มของ Robots ที่ใช้ในการปรับใช้กระบวนการ

• Package: A UiPath Studio project that is published

  Thai
  Package: โครงการ UiPath Studio ที่เผยแพร่

• Process: A process represents the association between a package and an environment. Each time a package is deployed to an environment, it is automatically distributed to all machines that belong to that environment.

  Thai
  Process: กระบวนการแสดงถึงการเชื่อมโยงระหว่างแพ็คเกจและสภาพแวดล้อม แต่ละครั้งที่มีการนำแพคเกจไปใช้กับสภาพแวดล้อมแพคเกจจะถูกแจกจ่ายโดยอัตโนมัติไปยังเครื่องทั้งหมดที่เป็นของสภาพแวดล้อมนั้น

• Job: A job is the execution of a process on one or multiple Robots.

  Thai
  Job: งานคือการประมวลผลของหนึ่งหรือหลายหุ่นยนต์

There are other concepts for more advanced usage that will not be used in the tutorial, such as:

• Library: A process library describes a system of activities that are reusable for sharing

  Thai
  Library: ไลบรารีกระบวนการอธิบายถึงระบบของกิจกรรมที่นำมาใช้ซ้ำเพื่อการแบ่งปัน

• Schedule: Enables jobs to be executed in a preplanned manner

  Thai
  Schedule: ช่วยให้งานที่จะดำเนินการในลักษณะที่วางแผนไว้ล่วงหน้า

• Asset: Usually represent shared variables or credentials that can be used in different projects.

  Thai
  Asset: โดยปกติจะแสดงถึงตัวแปรที่ใช้ร่วมกันหรือข้อมูลรับรองที่สามารถใช้ในโครงการต่างๆ

• Queue: A place to store multiple types of data, such as invoice information or customer details.

  Thai
  Queue: สถานที่สำหรับเก็บข้อมูลหลายประเภทเช่นข้อมูลใบแจ้งหนี้หรือรายละเอียดลูกค้า

Get Started with UiPath

Step 1: Sign Up for UiPath Cloud Platform

Let’s sign up for an account at https://www.uipath.com/platform-trial. There is a Community plan to get started for free, so we’ll Choose Community to register.

Sign up using a social account or an email, and upon registration you will be taken to a dashboard at https://platform.uipath.com.

A service represents a deployment in the company. A default service is already created e.g. DemoDefault.

Select the service name to open the UiPath Orchestrator web application.

Step 2: Install UiPath Studio and UiPath Robot

Download the UiPath Studio installer (UiPathStudioSetup.exe) from the Resource Center, and install it on the target computer. More information on UiPath Studio is available at the UiPath Studio Guide.

After installing UiPathStudioSetup.exe, start UiPath Studio from the Windows Start menu and activate it. You can start free by activating the Community Edition.

Step 3: Launch UiPath Robot and Obtain Machine Name

In the Windows Start menu, search for for UiPath Robot and start it

...

Click on the Gear icon to open the Orchestrator Settings window, and copy the Machine Name.

Step 4: Obtain Machine Key

Back in the UiPath Orchestrator, create a new Machine under the Machines menu.

View the selected Machine and copy the Machine Key.

Step 5: Connect UiPath Robot to the Machine

In the UiPath Robot, click on the Gear icon to open the Orchestrator Settings window.

Fill in the Orchestrator URL (https://platform.uipath.com for the UiPath Cloud Platform) and the Machine Key copied in the previous step, then click on Connect.on Connect.

Step 6: Create a Robot

In the UiPath Orchestrator under the Robots menu, click on the Plus icon on the top right.

...

Assign the robot to the machine created previously.

Set a “Name”, and fill in the actual Windows login for the target machine (where the UiPath Robot is installed) under Domain\Username and Password.fill in the actual Windows login for the target machine (where the UiPath Robot is installed) under Domain\Username and Password.

Step 7: Add Robot to Environment

Next, we’ll need to add the created Robot to the Environment. Select the Environments tab at the top of the Robots menu and select the Manage option.

Select the previously created robot and click UPDATE.

At this point, the robot should be successfully connected to the machine. Check the UiPath Robot Orchestrator Settings and the status should show “Connected, licensed”

Step 8: Start a Job

Now that the robot is deployed, it’s time to start a job to test it.

...

Select the pre-existing Demo Process and the previously robot, then click on Start.on Start.

In the UiPath Robot, it will show “Installing package…”. Once the package has been installed, it will show “Job started processing” which means the process has started. In this demo process, a Hello popup dialog will appear.

The robot has successfully started the job. You can monitor the robots and jobs in the Monitoring menu in the UiPath Orchestrator.

Step 9: Prepare for UiPath Integration

In June 2019, UiPath introduced a new mechanism for consuming its Cloud APIs. There are a number of steps required to retrieve some required information for integration:

1. Get Access and ID Tokens

1.1 Generate Code Challenge and Code Verifier

In a web browser, visit https://repl.it/languages/nodejs and run the following code:

function base64URLEncode(str) {
  return str.toString('base64')
    .replace(/\+/g, '-')
    .replace(/\//g, '_')
    .replace(/=/g, '');
}
 
function sha256(buffer) {
  return crypto.createHash('sha256').update(buffer).digest();
}
 
console.log("Generating challenge and Verifier");
var cryptoResult = crypto.randomBytes(32);
var verifier = base64URLEncode(cryptoResult);
var challenge = base64URLEncode(sha256(verifier));
console.log("Code challenge: " + challenge)
console.log("Code verifier: " + verifier);

Take note of the code challenge and code verifier values in the output e.g.

Generating challenge and Verifier
Code challenge: RzYlHiiGzPGgOLaRQJYftZ1mmc3sCbeicZVRftTmC-A
Code verifier: YVMnLczXQgJ9dwzV7MlMWEjGyAia4nXvTZzU4UVrAPE

...

1.2 Get Authorization Code

Replace the code challenge into the URL below, and visit the updated URL in a browser.

https://account.uipath.com/authorize?response_type=code&nonce=b0f368cbc59c6b99ccc8e9b66a30b4a6&state=47441df4d0f0a89da08d43b6dfdc4be2&code_challenge=[code_challenge]&code_challenge_method=S256&scope=openid+profile+offline_access+email &audience=https%3A%2F%2Forchestrator.cloud.uipath.com&client_id=5v7PmPJL6FOGu6RB8I1Y4adLBhIwovQN&redirect_uri=https%3A%2F%2Faccount.uipath.com%2Fmobile 

The browser should redirect to:

https://account.uipath.com/mobile?code=[authorization_code]&state=47441df4d0f0a89da08d43b6dfdc4be2

Copy the authorization_code in the URL.

1.3 Get Refresh Token

Using any API testing tool (e.g. Postman), submit a POST request to

https://account.uipath.com/oauth/token with the body below, replacing the values for [authorization_code] and [code_verifier] accordingly.

{
   "grant_type": "authorization_code",
   "code": "[authorization_code]",
   "redirect_uri": "https://account.uipath.com/mobile",
   "code_verifier": "[code verifier]",
   "client_id": "5v7PmPJL6FOGu6RB8I1Y4adLBhIwovQN"
}

Copy the value of the refresh_token from the response:

{
   "access_token": "eyJ0eX...",
   "refresh_token": "CBZcOD6vrP2FQ9qa8fuqDdfoEwnVPuR2Kpz-hitbTAIzG",
   "id_token": "eyJ0eX...",
   "scope": "openid profile email offline_access",
   "expires_in": 86400,
   "token_type": "Bearer"
}

...

1.4 Get Access Token and ID using the Refresh Token

Using any API testing tool, submit a POST request to

https://account.uipath.com/oauth/token with the body below, replacing the values for [refresh_token] accordingly.

{
   "grant_type": "refresh_token",
   "client_id": "5v7PmPJL6FOGu6RB8I1Y4adLBhIwovQN",
   "refresh_token": "[refresh_token]"
}

Copy the values for access_token and id_token from the response. 

{
   "access_token": "eyJ0eX...",
   "id_token": "eyJ0eX...",
   "scope": "openid profile email offline_access",
   "expires_in": 86400,
   "token_type": "Bearer"
}

...

2. Get UiPath Account, Service and Process Identifiers

2.1 Get the Account Logical Name

Using any API testing tool, submit a GET request to

https://platform.uipath.com/cloudrpa/api/getAccountsForUser with a request header

Authorization: Bearer [id_token]

Copy the value for accountLogicalName from the response:

{
   "userEmail": "demo@domain.com",
   "accounts": [
       {
           "accountName": "Demo",
           "accountLogicalName": "Demo"
       }
   ]
}

...

2.2 Get Service Instance Logical Name

Using any API testing tool, submit a GET request to

https://platform.uipath.com/cloudrpa/api/account/[accountLogicalName]/getAllServiceInstances with a request header

Authorization: Bearer [id_token]

Copy the value for serviceInstanceLogicalName from the response: 

[
   {
       "serviceInstanceName": "DemoDefault",
       "serviceInstanceLogicalName": "DemoDefaultzous50676",
       "serviceType": "ORCHESTRATOR",
       "serviceUrl": "https://platform-community.azurewebsites.net"
   }
]

...

2.3 Get Release Key for the Desired Process

We will now need to retrieve the Release Key, a unique identifier for a desired process. Using any API testing tool, submit a GET request to

https://platform.uipath.com/odata/Releases with request headers

Authorization: Bearer [access_token]
X-UIPATH-TenantName: [serviceInstanceLogicalName]

Copy the value for Key from the response:

{
   "@odata.context": "https://platform.uipath.com/odata/$metadata#Releases",
   "@odata.count": 1,
   "value": [
       {
           "Key": "b27c7363-459c-4520-bae5-660d4a1d3813",
           "ProcessKey": "Demo_Process",
           "ProcessVersion": "1.0.21",
           "IsLatestVersion": false,
           "IsProcessDeleted": false,
           "Description": "Demo Process",
           "Name": "Demo Process",
           "EnvironmentId": 98069,
           "EnvironmentName": "Demo Environment",
           "InputArguments": null,
           "QueueDefinitionId": null,
           "QueueDefinitionName": null,
           "Id": 120897,
           "Arguments": {
               "Input": null,
               "Output": null
           },
           "ProcessSettings": null
       }
   ]
}

...

2.4 Test Orchestrator API Call to Start a Job

At this point, make sure you have the following critical information at hand:

• refresh_token (Refresh Token)

• access_token (Access Token)

• serviceInstanceLogicalName (Service Instance Logical Name)

• Key (Release Key)

...

https://platform.uipath.com/odata/Jobs/UiPath.Server.Configuration.OData.StartJobs with 2 request headers

Authorization: Bearer [access_token]
X-UIPATH-TenantName: [serviceInstanceLogicalName]

and the body::

{ "startInfo":
  { "ReleaseKey": "[Key]",
    "Strategy": "All",
    "RobotIds": [ ],
    "JobsCount": 0,
    "Source": "Manual"
  }
}

If successful, the response will be as follows, with the status of the Job shown in the State attribute:

{
   "@odata.context": "https://platform.uipath.com/odata/$metadata#Jobs",
   "value": [
       {
           "Key": "e811bd29-26fb-4cc3-af91-7fd6308ca643",
           "StartTime": null,
           "EndTime": null,
           "State": "Pending",
           "Source": "Manual",
           "SourceType": "Manual",
           "BatchExecutionKey": "382e7a96-a5b9-4343-b258-26a80cf87f80",
           "Info": null,
           "CreationTime": "2019-06-12T08:02:03.2595408Z",
           "StartingScheduleId": null,
           "ReleaseName": "Demo Process",
           "Type": "Unattended",
           "InputArguments": null,
           "OutputArguments": null,
           "HostMachineName": null,
           "HasMediaRecorded": false,
           "Id": 10169582
       }
   ]
}

...

Integrate UiPath with Joget

How to Integrate with UiPath

UiPath provides the Orchestrator API for integration.

The most commonly used function is Starting a Job, which should satisfy a majority of use cases. We will use this function in the following integration tutorial.

Design a Process to Start a UiPath Job

Since the UiPath Orchestrator API is a REST API with data in JSON format, we can use the Joget JSON Tool to invoke the API.

Before we start, ensure that you have the following critical UiPath information at hand (obtained from the previous Prepare for UiPath Integration tutorial):

• refresh_token (Refresh Token)

• serviceInstanceLogicalName (Service Instance Logical Name)

• Key (Release Key)

Step 1. Design New App

First, let’s design a new app by clicking on Design New App in the Joget App Center.

Fill in desired values for the App ID and App Name, and click Save.

Step 2. Design New Process

Click on the Processes menu, then on the Design Process button to launch the Process Builder.

Design a simple process containing 2 tools, as shown below.

Click on the edit pencil icon after hovering over the process name along the top. Enter a suitable process name and create 3 workflow variables to store the response values from UiPath API call:

• status

• Id_token

• access_token 

Click on Deploy.

Step 3. Configure First Tool to Get UiPath Access Token

Once the process has been deployed, close the Process Builder. In the process view page, select the Map Tools to Plugins tab.

Click on Configure Plugin for the first tool and select JSON Tool, then key in the following configuration:

...

Under Store to Workflow Variable, map the variables to store the tokens in the matching workflow variables i.e.

...

Click on Submit to save.

Step 4. Configure Second Tool to Start Job Using the Access Token

Click on Configure Plugin for the second tool and select JSON Tool, then key in the following configuration:

...

Under Store to Workflow Variable, map the status variable to the State attribute in the response JSON  i.e.

...

That’s it. The Joget process has been configured to invoke the UiPath Orchestrator API to start a job.

Step 5. Run the Process

Now, let’s test the process. Click on the Run Process button at the top, then Run Process again in the confirmation dialog.

Once the process has started, the 2 tools will execute as configured. To view the results of the process, navigate to Monitor -> Completed Processes.

Select the process instance and you will see the 2 tools executed.

Click on each activity to view the values of the workflow variables which obtained the results of the Orchestrator API calls.  

If you are running Joget on-premise and have access to the system logs, you will be able to see the tool requests and responses if the debugging option is enabled.

Sample log output:

INFO 12 Jun 2019 09:28:38 org.joget.apps.app.lib.JsonTool - POST : https://account.uipath.com/oauth/token
INFO 12 Jun 2019 09:28:38 org.joget.apps.app.lib.JsonTool - Custom JSON Payload : {_ "grant_type": "refresh_token",_ "client_id": "5v7PmPJL6FOGu6RB8I1Y4adLBhIwovQN",_ "refresh_token": "CBZcOD6vrP2FQ9qa8fuqDdfoEwnVPuR2Kpz-hitbTAIzG"_}_
INFO 12 Jun 2019 09:28:39 org.joget.apps.app.lib.JsonTool - https://account.uipath.com/oauth/token returned with status : 200
INFO 12 Jun 2019 09:28:39 org.joget.apps.app.lib.JsonTool - {"access_token":"eyJ0eX...","scope":"openid profile email offline_access","expires_in":86400,"token_type":"Bearer"}
INFO 12 Jun 2019 09:28:39 org.joget.apps.app.lib.JsonTool - POST : https://platform.uipath.com/odata/Jobs/UiPath.Server.Configuration.OData.StartJobs
INFO 12 Jun 2019 09:28:39 org.joget.apps.app.lib.JsonTool - Custom JSON Payload : { "startInfo":_ { "ReleaseKey": "b27c7363-459c-4520-bae5-660d4a1d3813",_ "Strategy": "All",_ "RobotIds": [ ],_ "JobsCount": 0,_ "Source": "Manual" _ } _}_
INFO 12 Jun 2019 09:28:39 org.joget.apps.app.lib.JsonTool - Adding request header Authorization : Bearer eyJ0eX...
INFO 12 Jun 2019 09:28:39 org.joget.apps.app.lib.JsonTool - Adding request header X-UIPATH-TenantName : DemoDefaultzous50676
INFO 12 Jun 2019 09:28:40 org.joget.apps.app.lib.JsonTool - https://platform.uipath.com/odata/Jobs/UiPath.Server.Configuration.OData.StartJobs returned with status : 201
INFO 12 Jun 2019 09:28:40 org.joget.apps.app.lib.JsonTool - {"@odata.context":"https://platform.uipath.com/odata/$metadata#Jobs","value":[{"Key":"aa667a3e-04f9-4013-a8eb-ce701dac8799","StartTime":null,"EndTime":null,"State":"Pending","Source":"Manual","SourceType":"Manual","BatchExecutionKey":"68fa4d0a-0fcc-4d49-ae0d-b6631a7dfc78","Info":null,"CreationTime":"2019-06-12T09:28:12.9207318Z","StartingScheduleId":null,"ReleaseName":"Demo Process","Type":"Unattended","InputArguments":null,"OutputArguments":null,"HostMachineName":null,"HasMediaRecorded":false,"Id":10173064}]}

If you are using Joget DX, you can stream the logs directly in the web browser.

Back at the UiPath Orchestrator and UiPath Robot, you would also be able to monitor the execution of the job.

Sample Joget App

The sample app containing this process can be downloaded below:

...