Automation Anywhere Training Deck

Confidential – do not distribute.
Automation Anywhere Client Training
Enterprise 10.0

Training Agenda
• Introduction of Automation Anywhere
• What you can Automate?
• Automation Anywhere Enterprise Architecture
• Overview of Recorders
• Overview of Task Editor
• Overview of Command Library
• Overview of Variable Manager
• Additional Features (Reports and Workflows)

Training Objective
• Learn about Automation Anywhere interface and architecture
• Get comfortable with AA commands and recorders
• Learn techniques needed for automation
• Create your own basic automated tasks

Learning Objective
After completion of this training, trainees will be able to:
• Differentiate between uses of each recorder
• Use commands to create tasks from scratch in Task Editor
• Perform basic level of automation

Introduction of Automation Anywhere
Founded in 2003
29,000 + customers trust our solutions in more than 90 countries
The fastest growing technology company in the BPA Segment
Selected to Red Herring Top 100 Technology Company List
Offices in:
 San Jose, CA
 Dallas, TX
 Chicago, IL
 Boston, MA
 East Rutherford, NJ
 Vadodara, India
 Bengaluru, India
 London, UK

Brief Automation Anywhere Overview
 Easy-to-use, drag-and-drop interface
 Non-invasive to your existing work environment
 Ability to visualize your process as you automate
 Facilitates communication between all systems
 Ensures safety of proprietary information

What Process Can you Automate ?
Automation Anywhere controls a computer through the GUI just like a human user.
Able to automate
 ‘Extracting from’ and ‘inputting to’ all
information silos
 Web – Windows – Cloud – Legacy
systems
 All Windows and Web user navigation and
actions
 Data comparison and validation
 Rule based decisions
Not able to automate
 Hand-written or scanned documents
 Non-rule-based judgment calls

Prerequisites
• Static IP
• Port No
• Same LAN network
• 1 on 1 system setup for Client Installation

Automation Anywhere Enterprise
Development Client
Run Time Client
Automation Anywhere
Control Room
Development Client
Architecture
Run Time Client

Control Room
Access and manage automation tasks from anywhere anytime

Development Client

Runtime Client

Types of Recorders

Understanding the Screen Recorder
• Screen Recorder is one of the three ways to create a bot.
• Useful for simple tasks involving mouse clicks and keyboard
operations.
• Requires to have a same OS and same Screen Resolution.
• Limited to static screens and simple desktops or web
applications.
• Faster than creating a task manually.

3 Types of Recorder
STANDARD RECORDER
 Captures all mouse events; movements, clicks, click and drag
 Captures all keystrokes as Insert Keystrokes
OBJECT RECORDER
 SMART Technology ideal for desktop applications
 Records based on a provided window title
 Captures objects based on name, type, data layer (not visible)
 User can view captured properties or set values/text within the recorded Object
WEB RECORDER
 SMART Technology ideal for websites
 Records based on a provided URL
 Extracts single data, pattern-based data, and tables
 Navigates web controls
 Strictly a Browser based tool, supports IE 100%

Two ways to start Screen Recorder
• Click the Record Button
• Click on the New Task Button and choose Screen Recorder
option.
Screen Recorder

I. Pausing the Recorder
Select the Pause button
II. Resuming the Recorder
Select the Resume button
III. Stop the Recorder
Select the Stop button

I. Saving the Task
 Select a Directory
 Specify a Filename
 Provide Password Protection (Optional)

Smart Recorder
Smart Recorder tool is capable of capturing window objects and controls such as:
• Text from drop-down menus
• List boxes
• Buttons
• Mouse click actions
• Status from radio buttons and check boxes
To launch the Smart Recorder
• Click New and select Smart Recorder
• Click the Smart Recorder link

• Once the Smart Recorder has been selected, choose the application from the Select
Window drop-down box and click “Start” to begin capturing the recording
• Click the Stop button to end the recording

Web Recorder
The Web Recorder helps you to automate Internet-related task actions. Using the Web Recorder command, you can
record tasks to extract data from the web, download data, test web sites, extract source code, and more.
Sub-Commands
The Web Recorder command provides the following sub-commands:
• Open and close websites in browser sessions
• Manage web controls
• Download data
• Extract additional data from the web
• Test websites and locate broken links
• Navigate URLs
• Extract Website source code
• Search by captions
• Navigate back
• Execute a Java Script

• Extracting Pattern-Based Data
Pattern data has one or more data elements spread
over multiple web pages
• Navigate to the data to be extracted
• Select the Extract Data option, then select
Pattern based data
• Highlight the first piece of data to be extracted
• Highlight the second piece to set the pattern
• Specify the Column name
• Save the Extract data field to display the Extract
Multiple Data menu

• Display all of the data patterns for extraction
• Select Add to set parameters for the next
pattern to extract
• Select Edit to change the name of the pattern
• Select Delete to remove one or more patterns
• Select Next to proceed

• Select the check box when data spans multiple
pages
• Press the Capture button to review the web page
and specify the means of advancing to the next
page
• Select Next to advance to the Preview Extracted
Data menu

Preview Extracted Data
• Preview Extracted Data screen list the Extract
fields and allows a preview of each field
• Specify a CSV file to receive the captured data
• Select Finish
• Stop the Web Recorder

Extract Table Data
• Data stored in tables on web pages can be
extracted with the Web Recorder
• Navigate to the table to be extracted
• Select the Extract Table option
• Move the yellow prompt bar to the table to be
extracted
• Click the yellow prompt bar to display the
Extracted Table menu

• Select the check box when data spans multiple
pages
• Press the Capture button to review the web page
and specify the means of advancing to the next
page
• Select Next to advance to the Preview Extracted
Table menu

Extract Regular Data
• When you need to extract regular data from the website, click the
Extract Data button on the Web Recorder toolbar.
• After highlighting the text, the Extract Data window is displayed,
and contains the text you selected.
• Save this copied text to an existing variable in your task.
• Optionally, save the control URL either as a new variable or to an
existing variable in your task.
• You can also assign Before and After Keywords for extracting data.
• Click Save.
• Click the Stop Recording button on the Web Recorder toolbar.
• The Save Task window pops-up, wherein you can specify a task
name. Optionally select a folder in which to save the task and click
save. You can also optionally specify a password to prevent the task
from being run by unauthorized users.

Task Editor

Creating a Task Using the Task Editor
If you want to manually create an
automated task from scratch, you
can use the Task Editor.
1. Launch the Task Editor
2. Add actions to the new task by
dragging commands from the left
pane of the editor to the Task
Actions List pane. After inserting
most commands, you are
prompted to specify the
properties that apply to those
commands.
3. Save the task.

Properties of Task
General Properties
• File Name - Displays name of the task
• Created at - Displays the date and time of task creation
• Status - Displays the last time the task was run.
• View Log - Click View Log to see historic and detailed status
of the task.
• Last Run Time - Displays the last time the task was run.
• Mouse Clicks - Lists the total mouse clicks recorded in a task,
automatically calculated based on the task.
• Keystrokes - Lists the total keystrokes recorded in the task,
automatically calculated based on the task.
• Total Clicks - Lists the total clicks (Mouse Clicks +
Keystrokes) recorded in the task.
• Priority for queuing - You can specify a priority for the task,
which will decide the precedence of the task when it is in a
queue.
• Timeout - You can specify timeout for the task to ensure that
the task gets aborted automatically after the specified time.
Timeout can be set only in minutes between the range of 0 to
9999.
• Enable this task to run with other similar files or window
titles - By default, the task recorded will only run on the
specific file(s) it was recorded on. However, SMART
Automation Technology includes an option for running the
recorded task on any file within the application it was
recorded in.
• Description/Notes - Add descriptions and notes for a task

Repeat Property
Automation Anywhere enables you to
repeat a task that is scheduled to run.
You can set the following options for the
Repeat property:
• Do not repeat: The task runs only
once. This is the default option.
• Repeat a number of times: Repeats
the task a number of times, as
specified in this field.
Example: Repeat an email task 15 times
to send 15 emails.

• Repeat until I Stop it: Repeats the
task until you stop it by clicking the
stop button or by pressing the ESC
key. Use this option when you are
not sure how many times the task
needs to run.
• Repeat for hh:mm:ss time: Repeats
the task for a time period that you
specify.
• Time between repeats: Sets a
duration of time to wait before
repeating a task.
• Upon error, continue with next
repeat: By default, running tasks are
stopped when an error occurs. By
setting this option, the task is
repeated regardless of run failure.

Adjusting the Speed of a Task
Use the Speed property to adjust the speed
at which a task runs. You can also view the
duration in hours, minutes, and seconds that
it takes the task to run.
The speed of the task can be adjusted to run
in 3 speeds:
• Standard Replay - The task runs at the
same speed as when it was recorded.
• High-Speed Replay - The task runs at a
faster speed than was recorded.
• Turbo-Action Replay - The task runs at the
fastest speed and excludes any mouse
moves.

Sending Email Notifications for a Task
• When planning to run your tasks, you
can set up email notifications that are
sent to one or more email addresses
that you specify.
• In the Notification tab under Properties,
select 'Send email notification when
task finishes' and specify one or more
email addresses.
• If you select 'Send email notification
when task finishes' check box, but do
not specify an email address.
• Automation Anywhere uses the email
address that is specified in the 'To:'
field in the Tools -> Options -> Email
Notification.

Setting up Hotkeys for a Task
You can assign a hotkey to an
automated task by using the Hotkey
property.
To assign a hotkey, follow these steps:
1. On the Properties tab, select Hotkey.
2. Either specify a hotkey in the field
provided or select a hotkey from the pop
up window.

Setting Security Features for a Task
The Security property provides the following features:
1. Prompt and Verify Password: When you specify a password, you can specify whether you want Automation
Anywhere to prompt the user for the password before editing the task and before running the task. Simply
check the options that you require for your security.
2. Auto-Login Advanced Settings: You can specify the following advanced settings for Auto-Login:
• Running this task in stealth mode: Use this option to prevent information from being displayed on the screen
while the task is running in Auto-Login mode.
• Disable mouse and keyboard for this task: Use this option to disable the computer mouse and keyboard
while the task is running in Auto-Login mode.

Understanding Variables

What are Variables?
A variable is a storage location containing information – like a mailbox containing a single letter
Information in the variable changes but the mailbox name does not – the letters come and go but the
mailbox does not change
List variables are one or more variables grouped together to simplify operations – like the centralized
mailboxes for a single floor at an apartment complex, the mail carrier only has to stop once per floor to
fill all of the boxes
Array variables are many variables grouped like by rows and columns – like the centralized mailboxes
for all of floors in an apartment complex, the mail carrier only has to stop once per complex to fill all of
the boxes
Local variables are created as they are needed – add more mailboxes as you need to store more data
System variables are predefined by AA and used for specific operations – for example a mailbox that
only contains your electric bill
AA has provided two variables – prebuilt mailboxes you can use
vVariable = vVariable + 1 is a true statement
vVariable3 = vVariable1 + vVariable2 is also a true statement

Variable Manager
Variable Manager
• Located on the far right of any task window
• Accessed by clicking the Variable Manager tab and hidden by
clicking the X in the top right corner
• Provides the list of all Local Variables available within a
particular task
• Functions within Variable Manager include
 Copy / Copy All / Paste: duplicate existing variables
 Add: create new variables
 Edit: modify existing variables
 Delete: remove existing variables
Default variables
My-list-variable – useful when referencing a list of values
Prompt-Assignment – useful when referencing a single value

Commands

Active Directory
To manage users in the Active Directory, ensure that a
connection is established between the Administrator and the
Active Directory
server. Users who are logged into the Active Directory should
have privileges for connecting to the Active Directory server
and viewing
the Server name, Domain name, user name and password
details.
Sub-Commands
The Active Directory command provides the following sub-
commands:
• Create User
• Modify User
• Create Group
• Modify Group
• Create Object
• Modify Object
• Search
• Get Property

Create User:
1. Double-click or drag the Active Directory - Create
User command to the Task Actions List pane. The
Active Directory main window is displayed.
2. To establish a connection with the Active
Directory, specify the Parent path in the Enter
LDAP Path field.
3. If you do not know the Parent path, use the
browse button to locate it.
4. The Active Directory Object Browser window is
displayed.
5. Enter the details for a new user. Check the
password option check boxes as needed.
6. Click Save to complete the process.

Modify User Command:
1. Double-click or drag the Active Directory - Modify
User command to the Task Actions List pane. The
Active Directory main window is displayed.
2. Select one of the options in the 'Select User
Action' drop-down menu.
A. Rename User: Use the check boxes in the
'Enter Modify User Details to rename the
user logon name and/or the user account
name.
B. Enable User Account: Enables a user
account.

C. Disable User Account: Disables a user account. Select the User
Name or Logon Name to disable either one, in the
'Enter Modify User Details' section.
D. Delete User: Deletes the user from the Active Directory. Select
the User Name or Logon Name to delete either one,
in the 'Enter Modify User Details' section. E. Update User Details:
Use this option to update the user's details.
F. Update Account Options: Use this option to set account attributes
for the user. Select from four attributes: User must
change password at next login, Is Active, User cannot change
password, and Password never expires.
G. Change Password: Use this option to change a user's password.
H. Set Property: Use this option to assign a value to a user property
, view the current details and update them.

Create Group Command:
1. Double-click or drag the Active Directory -
Create Group command to the Task Actions
List pane. The Active Directory main window
is displayed.
2. Select options for Group Name, Description,
Group Scope and Group Type.

Modify Group Command:
1. Double-click or drag the Active Directory - Modify
Group command to the Task Actions List pane.
The Active Directory main window
is displayed.
2. Select options for: Rename Group, Delete Group,
Add Users To Group, Remove Users From Group
and Set Property.
A. Rename Group: Use this option to rename an
existing group.
B. Delete Group: Use this option to delete an
existing group.
C. Add Users to Group: Use this option to add
additional users to a group. A user list is
displayed. Use the Add, Remove and Edit buttons
and click on Add Users to the group.

Understanding App Integration
1. Double-click or drag one of the App Integration
commands to the Task Actions List pane. The App
Integration window is displayed.
2. Select the application type from the drop-down window.
3. Select a capture option. You can capture text data from
any application window by using the following options:
• Capture Window: Specify an application window title.
When running the task, Automation Anywhere will
capture the window
as an image.
• Capture Area: Specify a specific area of an application
window to capture.
• Capture Scrollable Text: Specify an area with scrollable
text to capture all of the text in that area.
4. Select a window from which you want to capture the
text.
5. Optionally specify a range of text, and assign the
captured text to a variable.

Database Command
• Database Concepts
• Using SQL
• Database Command

Understanding Database Command
• Collection of associated two-dimensional tables
• Database programming is managed in the database system
• Data is normalized within a database
 Organized in layers
 Redundancy is removed
 Indexes are optimized for access
• SQL (Structured Query Language) is the most common means of accessing data in a RDBMS

Four Basic SQL Commands
1. Insert – adds data to the database
2. Delete – removes data from the database
3. Update – changes data in the database
4. Select – extracts data from the database (also called a database query)
SQL commands can be put together into a Stored Procedure residing inside of the database
SQL commands and Stored Procedures are invoked using the AA Database Commands
Helpful Hint – Automation
Anywhere does not build SQL
commands or Stored Procedures
Helpful Hint – To perform complex tasks to a
database, move the data to Excel, manipulate
and move back

Connect and Disconnect subcommands
Works like opening and closing an Excel
spreadsheet
Specify the data link properties

SQL Query subcommand
• Specify the session name
• Specify a SQL Select command
• Designate a maximum number of records to
read
• Designate a maximum amount of time for the
query to run
• Specify a CSV file to receive the data

• Insert/Update/Delete subcommands
• Specify the SQL command to perform the Insert,
Update or Delete
• Specify a timeout duration

Run Stored Procedure subcommands
• Specify the Stored Procedure Name from the database
• Specify any parameters the Procedure requires
• Specify a file name if data is being exported
• Specify a timeout duration

Delay/Wait Commands
1. Open the task in the Task Editor.
2. In the commands list, drag a Delay command to the Task
Actions List, in the location where you want to the task
to delay before moving to the next command. Or, you
can double-click the Delay command to insert it at the
current location.
3. Delay command is inserted in the task. You can copy this
command to add multiple delays, or move the delay to
another position in the task simply by dragging it.
4. Optionally specify that the delay be in milliseconds or
seconds. Or, insert a random delay by providing a range
of numbers that Automation Anywhere can use to
generate a random number for the delay time.

Web Recorder Commands
Wait For Window Command
Use the Wait For Window command to wait for a specified
window to open or close before the task performs the
next command.
Wait For Screen Change Command
Use this command to wait until a rectangular image on the
screen changes before the task performs the next
command

Logging and Email Automation
 Logging Concepts
 Email Automation Command
 Send Email Command
 Email System Variable

• Logging is one of the rich capabilities of Automation Anywhere
• Log more not less
• Do not log sensitive data – at least not together
Example: Member ID is okay to log, RXs are okay to log, should not log
the RXs for each member
• Logging takes a lot of disk space – but disk space is cheap!
• Limit logging screen images, instead log the data from the screen
• Logging is a production tool, not a testing technique
• Logging is not an afterthought, design logging into the task

Log to File Command
• Logs detailed task information to a file
• Not for logging business data
• Specify a receiving file
• Specify the text entry

Email Automation
Email Automation Command provides the ability to process incoming emails by:
Connect to an email server
Monitor email activities
Manage incoming emails
Download attachments to the proper folders
Extract data from emails such as:
Subject
Sent From
Sent To
CCs
Attachments
Message

Get All Messages subcommand
• Specify the Host Name
• Specify the User Name
• Specify the Password
• Select the Server Type
• Specify the Port Number
Delete Message subcommand
Deletes just the most recent email from the
Inbox
Works like the Email Automation subcommand
in the Loop command

Send to multiple recipients separated by a
semicolon
Add attachments
Format the message in HTML

Error Handling
Error Handling Command
• Provide for a set of activates to occur if the task
encounters an unexpected condition
• Take a snapshot of active screens
• Begin the execution of a different task
• Log the data to a specific file
• Send an email when the error occurs
• Snapshots can be attached to the email
• Assign a value to a specific variable
• Record locator

Excel & CSV
• Excel System Variables
• Sessions
• Excel Command
• Read from CSV / Text Command
• System Commands
• Printer Settings Command

Session
• In Automation Anywhere, a session is the link between AA and an application or dataset in memory
• It is used by the commands in AA to uniquely identify the application or dataset the command should
connect to
• The default Session Name used by AA is "Default"

Typical Uses of the Excel Command
• Transfer data from Excel to a website
• Compare two cells
• Move data from an app to a spreadsheet
• Copy data among spreadsheets
• Extract Excel data

Open, Close and Save
Spreadsheet
• Specify a session name
• Specify a spreadsheet path
• Open a specific tab or sheet
• Select if the sheet contains
header information
• Access password
information from the
Advanced View screen
Activate Sheet
Causes the specified sheet to
become active

Go To Cell subcommand
• Works on the active spreadsheet
• Select a specific cell
• Move a specific way from the active
cell

Get Cells subcommand
• Reads the content of the specified cell on the
active spreadsheet
• Select the Cell Location or use Active Cell
• Select the receiving variable
• Multiple cells can be specified
Values are assigned to an $Excel Column
(index)$, a system variable for use within
loops

Set Cell subcommand
Updates a cell in the active spreadsheet
Select the session name
Select the specific cell or active cell
Set the new value or variable name
Delete Cell subcommand
Deletes the value of the active cell
Use just like the Set Cell subcommand

Find/Replace subcommand
• Specify the range within a spreadsheet for
the search to occur
• Specify session name
• Specify search string or variable
• Specify replacement string or variable
• Specify search by row or column
• Specify case conditions
• Returns the cell addresses to a variable

Read from CSV / Text Command
• Specify CSV or Text
• Specify the file name
• Specify the proper delimiter
• Specify trim options

Files & Folders Command
File and Folder Command
• Automate creating, opening, moving, renaming,
deleting and organizing files and folders
• Work with all of the files in a folder based on
their size, creation date or modification date
Open File / Folder subcommand
• Select File or Folder
• Select Open File or Folder
• Specify the file or folder name to open

Copy File or Folder subcommand
• Use the Browse option to specify the source
file or folder
• Use the Browse option to specify the
destination file or folder
• Use the Size, or Date options to select the file
or folder
Rename File or Folder subcommand
• Use the Browse option to specify the file or
folder
• Specify the new file or folder name

Create File or Folder subcommand
• Select Create File or Folder
• Specify the new name
Delete Files or Folder subcommand
• Select Delete File or Folder
folder to delete
Print Files or Folder subcommand
• Select Print File or Folder
folder to print

Unzip File subcommand
• Select Unzip File
• Specify the Zip file name to extract
• Specify the destination folder
• Specify a password if required
Create File Shortcut subcommand
• Select source file
• Specify the shortcut destination folder (or desktop)

Understanding FTP/SFTP
FTP / SFTP Command
Provides the ability to upload and download
FTP/SFTP files
Perform website backups
Subcommands
• Connect / Disconnect
• Put Files – uploads files
• Get Files – download files
• Put Folder – upload an entire folder
• Get Files – download an entire folder
• Delete / Rename Files
• Create / Delete / Change Folder

Understanding IF/ELSE
• The IF/ELSE Command is one of the most frequently used commands to automate business rules
• IF/ELSE, also known as If – Then – Else, looks for a specific condition…
• If the condition is true then one or more actions are performed
• If it is not true then a different set of actions or no action is performed
• IF/ELSE Commands can be combined
• OR (Match Any) – if at least one of the combined conditions is true the IF/ELSE is true
• AND (Match All) – all of the conditions must be true for the IF/ELSE to be true
• IF/ELSE Commands can also be nested together
• IF/ELSE Commands are frequently used to set conditions prior to executing automation

IF/ELSE Command
Useful when a task requires conditional logic and actions
Various subcommands that drive the necessary actions
include:
• File / Folder / Window Exists / Does not Exist
• Application / Service Running / Not Running
• Script / Task / Ping Successful / Unsuccessful
• Variable
• File Size / Date
• Web / Windows Control
• Image Recognition
• Else If
• Else
• End If

File / Folder / Window Exists / Does not Exist
• Perform the specified action depending on whether or
not a file, folder, or window exists or is open
• The window exists / does not exist command can also
be used to determine if an error has occurred or a file
has downloaded
Setting a Wait Time for Conditions
• Most conditional commands allow for a delay to be
inserted to wait for a command to be true before
continuing
• The task will continue as soon as the condition is
verified to be true, even if the task has not reached
the end of the delay
• If the end of the delay is reached before the task
verifies a command to be true, it will proceed as if the
condition is false

Variable
• One of the more powerful commands,
capable of performing hundreds of checks
depending on the variables included
And / Or Conditions
• And / Or conditions are accessible through
the “Add more conditions” link
• This condition adds the ability to include
multiple conditions within a single
parameter

Understanding Image Recognition
• Search for a specific image within a source image
• Automate applications that utilize visual elements
• Locate a specific image on a screen
• Divide and manipulate images

Using the Image Recognition Command
• Select Image1 – the source image you are searching
Capture to set a section of the image
• Select Image2 – the image that might contain the matching
image. Capture to set a section of the image
• Select a Match Percentage, Tolerance and Comparison
Mode
• Determine an operation if the image is found
• Left Click
• Right Click
• Double Click
• Select whether to repeat the operation
if the image is not found
• Use the Cross-Hair to select a particular spot of an image
during the task runtime

Keystroke Command
Insert Keystroke Command
• Delivers specific keystrokes in an application as a
person would enter on a keyboard
Insert keystrokes by:
• Open the task using Task Editor
• Drag the Insert Keystrokes Command into the Task
Actions List
• Select the application needing keystrokes from the
Select Window drop-down list
• Type/insert the desired keystrokes in the Keystrokes
box
• Use the keyboard for letters, numbers, and characters
• Use the Special Keystrokes list for specific commands

Loop Command
• Loops contain a series of commands that will be executed repeatedly until a specific
condition is met
• A loop allows any number of records to be automated one at a time
• A loop must have a Loop Start and a Loop End Command
• The condition that ends the loop is determined when starting the loop
• List variables are used inside of a loop to process multiple records
• Ensure the automation sets and cleans up properly within or outside of the loop

Loop Commands
• Start Loop
• End Loop
• Exit Loop
• Continue Loop
Start Loop Subcommands
• Times
• List
• Condition
• Each row in an Excel dataset
• Each row in an Internet Explorer
Table
• Each row in a SQL query dataset
• Each file in a folder
• Each folder in a folder
• Each row in a CSV/Text file
• Each node in an XML dataset
• Each email message on server

Start Loop Subcommands
• Times
• Specify the number of times to loop through task
• The loop will perform the actions between the Start
and End Loop commands
• List
• Ideal when the number of loops necessary are
unknown
• Use the dropdown list to select an existing variable
which will determine how many times the tasks is
repeated before ending the loop

• Condition
• Loop will repeat until a specified condition is met (i.e. File exists)
• Condition can be selected by clicking “Browse” or by pressing F2 to insert a
variable
• Wait Commands and checking the condition are optional fields

Loop Commands
End Loop
• Ends the loop once the actions selected between the
Start and End Loop have been completed
• Automatically inserted into a task when a Start Loop
Subcommand is inserted
Exit Loop
• Exits the loop once a specific action or condition
occurs
• Can only exist between the Start and End Loop
Commands
Continue
• Continues to the next iteration of the loop once a
specific action or condition occurs
• Can only exist between the Start and End Loop
Commands

Manage Windows Control
• Useful when needing to capture Windows control properties, such as buttons, list box
items, text boxes, menu tabs, combo boxes, check boxes, and tables
• Once these commands are captured, specific actions can be performed or they can be
assigned to variable commands
• Available Windows controls
• Button - Edit (Text box)
• Radio Button - Checkbox
• Combo Box/Drop Down - Get Text
• Tab / Tab Item - List / List Item
• Menu/Menu Bar/Menu Item - Tree / Tree Item
• Table

• All Windows controls respond to the following
actions
• Left mouse click - Right mouse click
• Double-click
• Begin by dragging the Manage Windows
• Controls Command into the Task Action List
• Select the desired application from the drop-down
box, refreshing if necessary
• Click and hold the “Capture” button or click the
“Record” button to capture the required tasks
• Check the “Capture a control of a specific type” box
in order to isolate a specific capture command
• Select the action that needs to be performed, then
click Save

Object Cloning Command
• The Object Cloning command provides the ability to
create and run tasks against almost any application,
website or window
• Allows the user to “radar-lock” on an object and specify additional
search criteria to uniquely identify objects, which cannot be done
with other commands
• Captures objects, coordinates and images
• Perform actions on the captured objects
• Specify a window
• Click the Capture button
• Information is stored in one or more tables

Select one of the three options to use when the
task runs
Use IMAGE only if the image is static
Use COORDINATES only when the window will
not change position
Use OBJECT whenever possible for improved
accuracy

One or more properties can be utilized to identify a
captured object
Use just enough properties to ensure identification of
the correct object in the task
Click on the binocular icons to select or deselect
search criteria
Select more or less property identification criteria
using the Expand Search Criteria icon

Example Actions
• Get Name - Usually applicable to text-box, button,
label
• Get All Children Name/Get All Children Value
• Get Value
• Click Actions - Left Click, Right Click, Double Click
• Append / Set / Get Text
• Get/Set Cell
• Set Cell by Index/Set Cell by Text
• Get Cell Text by Index/Get Cell Index by Text
• Get Total Columns/Get Total Rows
• Export to CSV
• Get Property

OCR Command
The OCR Command provides the ability to capture the image and read it as text

Capturing the Image for OCR
• Capture Window specifies a window title of the image
to capture
• Capture Area subcommand to designate a portion of
the image to review
• Capture Image by Path opens an image based on the
supplied path
• Capture Image by URL captures an image located on a
web page

Using the OCR Command
• Specify an image
• Select the OCR engine
• Set a threshold amount to determine OCR
accuracy
• Assign the extracted text value in a variable

Open/Program File Command
• Open Program/File Command is used to automatically launch a file or program
• If a program requires command line parameters,
provide these parameters in the Parameters text
box
• If required, provide the directory path for the
program in the “Start in” Path text box and
Automation Anywhere will verify that this path is
valid
• Insert the current window title in a task

PDF Integration
• PDF files are common on the web and as email
attachments
• Automates getting and manipulating data from PDF files
with the following subcommands
• PDF to Image
• Extract Form Fields
• Extract Text
• Merge Documents
• Split Document
• Encrypt Document
• Decrypt Document

Extract from Fields subcommand
• Extract PDF data from all form fields into variables
• Provides a PDF viewer to capture fields
Extract Text subcommand
• Extract data from a PDF to a text file
Merge Documents subcommand
• Use the Add button to add multiple files to be merged
• Provide User and Owner password if required by the
files
Split Document subcommand
Split a PDF file by:
• Specifying a number of pages per file
• Selecting a range of pages
• Separate by blank pages
• Based on previously set bookmarks

Encrypt Documents subcommand
• Grant permissions
• Select one or more permissions
• Select the encryption level
Decrypt Document subcommand
• Provide the proper password
• Specify an output file

Prompt Command
Prompt Command
• Request information while running a task
• Receive user input such as file name, password
or email address
• Specify the Prompt Option
• Select a window for the prompt
• Create the text message
• Assign the results to a variable

Web Service Command
Web Service Command is a convenient mechanism for
exchanging information
• Specify or build the URI
• Provide authentication information
• Enter Header Parameter(s)
• Specify the output location
• Specify Whole or Selected Response

Run Script Command
• Provides the ability to run other scripts from
a task
 VB scripts
 Java scripts
• Pass parameters to the scripts
• Return values to the task

String Operation Command
• Multiple subcommands are available
• Accessed by dragging and dropping one of the String
Operation subcommands into an existing task
• The subcommand can be changed from the Select
Operation drop-down list

Before-After Command
• Use this command to specify a range of text to
extract, using Before and After keywords
• To refine your 'Before-After' string command, you can
use the 'OR' or 'AND' Logical Operators
• Use the 'AND' operator to ensure 'Before' and 'After'
conditions are met
• Use the 'OR' operator to ensure either 'Before' or 'After‘
condition is met
• Specify the number of characters to be extracted,
starting from the first character after the Before
keyword
• The extracted string can be trimmed to remove
leading or trailing spaces, and you can save the string
to a variable

Join Command
• Joins all of the elements in a list variable into a
single string
• Can only be used on a list variable
Length Command
• Provides the length of a specified string
Lower Case Command & Upper Case Command
• Convert text to ALL upper case or ALL lower case

Replace Command
• Works like a normal Find – Replace routine
• Select the number of times a sub-string is replaced in the source
string
Reverse Command
• Reverses the selected source string
Sub String Command
• Create a new string from the designated source string
• Assign a starting point for the new string
• Assign a length of the new string

Split Command
• Split the selected source string into 2 or more destination
strings
• Use a specified delimiter to determine where to split the string
• Select the number of times a string is split
• Output must be in a list variable
Trim Command
• Remove spaces from a text string
• Trim from left or right

Run Task Command
• Use when building reusable tasks
• Run one or more tasks from a “controlling” task
• Drag and drop the Run Task Command into an existing task
• Specify execution parameters
 Repeat
 Speed
 Variable to pass
• Save the command

Terminal Emulator Command
Terminal Emulator Command allows connection to
the following terminal types:
1. ANSI
2. VT1000
3. TN3270
4. TN5250
Terminal Emulator provides the following
subcommands:
• Connect / Disconnect
• Send Text / Get Text
• Set Field / Get Field
• Get All Fields
• Wait
• Control

Variable Operation Command
User Variables
• Useful when assigning a value to an existing variable that has been previously defined
• Values can be made up of variables, mathematical expressions, or something as specific as a path or address

Windows Action Command
Close Window
• Use this command to close an active window when running a task.
Maximize Window
• Use this command to maximize an active window when running a
task.
Minimize Window
• Use this command to minimize an active window when running a
task.
Re-size Window
• Use this command to re-size an active window when running a
task.
• Click the 'Capture' button to specify the dimensions to which the
window is to be re-sized.
Get Active Window Title
• Use this command to assign the active window title to a variable
when running a task.

XML Command
The XML Command captures and manipulates data
that has XML formatting
• Start XML Session
• End XML Session
• Insert Node
• Delete Node/Attribute
• Update Nodes
• Validate XML Document
• Get Node(s)
• Save Session Data
• Execute XPath Function

Additional Features

Reports
Automation Anywhere provides graphical reports that display the status of tasks and workflows, as well as
the ROI over time.
You can view the following types of reports:
• Task Run: Displays how many times a task has run successfully, and how many times it has failed
during the period. You can view this report for:
• All Tasks saved in the default location, i.e., My DocumentsAutomation AnywhereAutomationAnywhereMy Tasks
• Tasks in a specified folder
• Selected tasks.
• Workflow Run: Displays how many times a workflow has run successfully and how many times it has
failed during the period. You can view this report for:
• All workflows saved in the default location, i.e., My DocumentsAutomation Anywhere FilesAutomation Anywhere FilesMy Workflow
• Workflows in a specified folder
• Selected workflows

To run a report, simply specify your criteria in the Report Designer and click Run Report.
To run a saved report, double-click the report file in the Task List, or select the report in the Task List and click Run.
Running Reports

Schedule and Trigger
 Decide upon schedule or trigger to kick off a task before
starting automation development
 Repeat Option
 # of times
 Until I stop it
 Duration of time
 Schedule
 One time only
 Daily
 Weekly
 Monthly

Auto Login
 Auto Login must be completed to schedule or trigger a
task.
 Check Bypass Legal Disclaimer if present
 In rare case that login/unlock keystrokes do not
function correctly, contact AA Support

Workflow Designer
• To assist you in designing and improving your business workflows, Automation
Anywhere provides a Workflow Designer tool.
• The Workflow Designer helps you build Workflow flow diagrams in a graphical
environment.
• You can subsequently use these Workflow to build and run automated Workflows
using Automation Anywhere.
How to create a Workflow?
• Click on the Tools menu and select Workflow Designer. The Workflow Designer
provides the following design objects:
• Start: The starting point for the Workflow. Each Workflow can have only one Start object.
• Run Task: Runs a previously built task (.atmx file). Before proceeding to the next Workflow step, the
Workflow stops until the Run Task command is completely finished.

When you insert a Run Task object, it displays one Successful arrow and one Unsuccessful arrow. Both
arrows are required for a complete Workflow. If you accidentally delete one of these arrows, move the
mouse over the Run Task object and pull another arrow over to connect it with the desired object.
Conditional (If): Provides an event condition on which the subsequent steps in the Workflow depend. Based
on the result of the condition (True or False), the Workflow moves along the appropriate path to next steps.

• When you insert a Conditional object, it displays one True arrow and one False arrow. Both arrows are
required. If you accidentally delete one of the arrows, move the mouse over the object and pull another
arrow over to connect it with the desired object.
• Use multiple AND or OR conditions- You can include 'AND' or 'OR' conditions when you wish to include
• multiple conditions in the same command.
End: The end of the Workflow. When the Workflow reaches this object, execution is stopped.
Arrows: Connects objects and pathways in the Workflow.
To insert an arrow from any object, move the
mouse over the object until the mouse icon changes to a hand
icon

Go be great.

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