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Implementation Methodology

PREPARATION
The Leading Enterprise RPA Platform
UiPath Ecosystem

UiPath UiPath UiPath


Studio Orchestrator Robot
EXECUTE

BIG
DEPLOY
SCALE

MONITOR

o Desktop application that enables o Enterprise architecture server o Windows service that
users to automate with highly platform. Supports the following: Executes automation
intuitive tools, not code - release management instructions
o Includes the following: - centralized logging
- process recorders - reporting, auditing, monitoring
- drag & drop widgets tools
- best practices templates - remote control
- centralized scheduling
- queue/robot management 2
Attended and Unattended Robots

ATTENDED ROBOT UNATTENDED ROBOT

o Assists human operators o Doesn’t require human intervention


o Triggered manually and running locally o Triggered and running remotely
o Fit for manual, repetitive, rule-based activities, requires human o Fit for manual, repetitive, rule-based back office activities NOT
intervention requiring human intervention
o Communication with the Server is bi-directional (restricted) as o Communication with the Server is bi-directional (unrestricted)
below: as below:
- Robot to Server: Execution logs, automated - Robot to Server: Execution logs,
process upload automated process upload, robot status
- Server to Robot: Automated process - Server to Robot: Automated process
version deployment ONLY version deployment, schedule, start,
reset

Features: Features:
o Process management (automatic process update/rollback) o Process management (automatic process update/rollback)
o Agent assisted mode o Asset management
o Centralized logging, reporting and auditing tools o Centralized logging, reporting and auditing and monitoring

FO BO
Slide 3
Server Architecture

o Two data centers

o Active-active architecture

o A NLB and 2 Orchestrator nodes ensure high availability


o Round-robin network balancing algorithm
o Multiple nodes supported if required

o Full redundancy reinforced by:


o Shared storage of the NuGet packages
o The SQL Server AlwaysOn Availability
o Group feature
o A load balancer between the 2 Kibana web servers

o Reporting:
o ElasticSearch
o Kibana

Slide 4
Environment configuration order

UAT environment

02

D P

01 03

Development environment Production environment

*The Infrastructure Components document includes details about the Dev, Test and Production environment and
how to ensure that all steps are covered and the information is consolidated in the same place. This document is
Slide 5 available in the course documentation.
Best Practices in Machine Configuration

Robot Machines Development Machines

o Combine Attended and o Assign machines with enough


Unattended robots processing power
o Design a scalable solution

Slide 6
License Features

A U D

Attended Unattended Development

Slide 7
Deployment and License Activation Methods

Manual Automated
Silent Installation and
deployment tools

Slide 8
Implementation Methodology

SECURITY
Authentication
Authentication of robots

In Windows session
o The credentials used for authenticating the windows session and starting
the workflow will be stored into Orchestrator
o The robot does not require administrator privileges to run
o Various options for robot accounts: one generic account, multiple technical
accounts or user accounts
o Analyze the benefits of each approach for the automated applications.

In applications
o The work done by the robot requires using credentials.
o The credentials can be stored locally, in the Windows Credential store or in
the Orchestrator Database, encrypted.
o Each robot can use its own set of credentials. Since the robot operates as a
human operator would, it can use SSO the same way.
o Besides the two described methods for storing credentials, a third party
solution for credential storing can be used.
Authentication
Authentication of users
With username and password
o Each Orchestrator user can log in with username and password
o The associated roles can be fully customized based on granular permissions

Active Directory integration


o The login to Orchestrator can also be done using Active Directory integration.
This can be achieved by associating AD users to groups and assigning
Orchestrator roles to particular groups
o The members of the groups would be able to automatically log into
Orchestrator
Development collaboration tools

1 2 3
SVN GitHub

Slide 12
Environment Setup

Robot grouping Mentions

o Administration ease
By process o Low flexibility
o Low robot utilization

o Administration difficulty
By used applications
o High robot utilization

Mixed approach o Optimal choice


RPA Development Approach

Developer collaboration Naming strategy


Choose the developer collaboration method Adhere to the naming strategy standards
within the RPA team. suggested by the developers. The entire
Multiple technologies are supported, team should follow this convention to
including TFS and SVN, which are natively facilitate code understanding, review and
integrated with UiPath Studio. maintenance.

Environment setup Reusable components


Decide on the split between the different Agree on a strategy for reusing and
robotic environments. The advantages distributing the developed components. Save
offered by the different methods need to time and effort by defining the reusability of
be weighted per each project. components cross-department or cross-
company
Reusable Components Approach

Local File Shared File Shared Components


Custom Packaging Method
Storage Storage Package
Store the reusable components in the Use a file share location to store the Create one package containing shared Use a third party solution to create
Source Control System. Sync files in reusable components and invoke them components and distribute it using the packages that also provision the reusable
shared location. Add the network path to remotely. Orchestrator embedded provisioning components.
the Library in Studio.(RECOMMENDED) mechanism.

PROS: PROS: PROS: PROS:


✓ Easiest to implement ✓ Easy to implement ✓ Calling by reference ✓ An alternative to the Shared
✓ Most secure ✓ Calling by reference ✓ Version control Components approach
CONS: CONS: CONS: CONS:
▪ In case a reusable needs to be ▪ In case of network failure, the robots are ▪ Harder to implement ▪ The most complex approach and the
changed, manual re-publishing and not able to run ▪ Project path needs configuration hardest to implement and maintain
re-deploying are required ▪ The robots can run more slowly due to ▪ Dependent on third party components
network latency (or even trigger
exceptions)
▪ Security risk (access to shared folder)

Slide 15
RPA Project Management Methodology

w +

WATERFALL AGILE
Project scope defined in Daily developer meetings
advance
The Leading Enterprise RPA Platform
RPA Project Management Roles
Project chart

Big Scale
Security
Path to AI
Ease of Use
Ecosystem
Team members:
Technical Solution Architect

RPA Developer

Business Analyst

Process Owner / Operations

Project Manager
17
The Leading Enterprise RPA Platform
RPA Project Management Methodology
Authentication of users

Design System Integration Testing Warranty


Big Scale
Security
04 06
Path to AI 02
Ease of Use
Ecosystem
03 05
01

Analysis Development UAT


18
The Leading Enterprise RPA Platform
RPA Project Management Methodology
Analysis

Big Scale
Security
Path to AI
Ease of Use
Team members:
Ecosystem
Technical Solution Architect

RPA Developer

Business Analyst

Process Owner / Operations

Project Manager
19
The Leading Enterprise RPA Platform
RPA Project Management Methodology
Design

Big Scale
Security
Path to AI
Ease of Use
Team members:
Ecosystem
Technical Solution Architect

RPA Developer

Business Analyst

Process Owner / Operations

Project Manager
20
The Leading Enterprise RPA Platform
RPA Project Management Methodology
Development

Big Scale
Security
Path to AI
Ease of Use
Team members:
Ecosystem
Technical Solution Architect

RPA Developer

Business Analyst

Process Owner / Operations

Project Manager
21
The Leading Enterprise RPA Platform
RPA Project Management Methodology
System Integration Testing

Big Scale
Security
Path to AI
Ease of Use
Team members:
Ecosystem
Technical Solution Architect

RPA Developer

Business Analyst

Process Owner / Operations

Project Manager
22
The Leading Enterprise RPA Platform
RPA Project Management Methodology
User Acceptance Testing

Big Scale
Security
Path to AI
Ease of Use
Team members:
Ecosystem
Technical Solution Architect

RPA Developer

Business Analyst

Process Owner / Operations

Project Manager
23
The Leading Enterprise RPA Platform
RPA Project Management Methodology
Warranty

Big Scale
Security
Path to AI
Ease of Use
Team members:
Ecosystem
Technical Solution Architect

RPA Developer

Business Analyst

Process Owner / Operations

Project Manager
24
Thank You!

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