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Solution Tour and Partner Training Plans

Solution Tour and Partner Training Plans

Dec 01, 2023

Solution Tour and Introduction to the Digital Worker administration platform

 

Time Schedule

 

  • This is a paid training course

  • Anyone can receive this training. (Resellers receive discounts)

  • Schedule can be flexible but reserving 5 consecutive days is preferred

  • No limits in number of participants but up to 6 will ensure productive and interactive training

  • One day schedule will look like this

 

NOTE: The training will be given online via Zoom - Please make sure participants can view both the Instructor's screen and their own screen simultaneously.

Agenda

Date

Topic

Contents

Date

Topic

Contents

Day 1

1) Getting Started

a. Components, architecture, and terminologies

b. General Workflow

c. Account structure and RBAC

d. Hardware Software requirements

e. Downloading the tools (STU and PAM)

f. Installation and Sign Up

  • If you have used your email previously for another ARGOS account

       1. Our SV/STU account supports the "email plus(+) sign" scheme when you want to use an email address which has been already used at any other accounts.
       2. For example, new registration with example+2@argos-labs.com is possible after example@argos-labs.com has been used to register an account already.
           The correspondences will go to the correct address
       3. (More here: https://gmail.googleblog.com/2008/03/2-hidden-ways-to-get-more-from-your.html)


g. Logging onto Supervisor

h. Switching on the Plugins

2) STU Overview and Support Resources

a. Key Sections from the STU screen

  • Main Menu

  • Scenario information

  • Time Out

  • Steps and Functions

  • Variable

  • Toolbox (how to customize)

  • Timeline

  • Parameter section

b. Where to get help

  • FAQ from STU (You can access FAQ from our website too)

       1. https://wiki.argos-labs.com/display/RPARELNOTE/FAQ

  • Keyword search

       1. FAQ
       2. Toolbox

  • STU links to help

       1. The [HELP] tab
          a. Benny’s page for Variables
          b. FAQ access
          c. tech@argos-labs.com
             i. 24-hour email support      

  • Help for specific Operations

          a. The Question Mark buttons

  • The Learn More links

          a. Variable
          b. Return Value

  • Tutorial Materials/Videos

       1. 90 min Rocket Start videos
          a. https://www.argos-labs.com/rocket-start/

  • How to "UNDO" while editing your scenario

3) PAM Settings and Registration

a. Test your PAM
b. Check to see if Supervisor sees your PAM

4) The First Bot

a. How operations connect with each other
b. How ARGOS Low-code variables work
c. Auto Rec
d. Manual Bot Development

e. Combining Manual Development and Auto Rec
f. Test locally with your PAM
h. Execution result at Supervisor

Day 2

5-1) Various Automation Capabilities

a. Bot navigation schemes
    i. API driven
    ii. Code/Object driven
       1. HTML
       2. JavaScript
       3. Python
       4. PowerShell
       5. Run Program
       6. Window object
    iii. Properties/Windows metadata
    iv. Shortcut Keys
    v. Image Processing/GUI base

b. Triggering the bot execution based on events

  • By monitoring email inbox

  • By monitoring a folder

  • Kick-starting from another bot

c. Calling functions
d. Operating major business apps

  • MS Excel

  • MS Word

  • Adobe PDF

Day 3

5-2) Various Automation Capabilities

e. Web application
    i. Data entry
    ii. Data extraction – Webscraping
       1. Open Browser
       2. Python Selenium
       3. Other plugins
f. Files and folders
g. Sending emails

h. Repeat processes – setting up loops

i. AI base tools

  • OCR

  • NLP

  • Others - Translate

j. Data Science tools

  • Large data processing (pandas)

  • Pandas profiling

  • Regression/Prediction

  • Presentation tools

Day 4

6) Deployment

a. ebot

b. On-demand remote execution

c.Scheduled execution

d. API

7) Stability and Robustness

a. Windows focus/Active application
b. Verification operations
c. App performance/Resource release and use of delays
d. Retry loop implementation and in-bot error notification
e. Try catch should be in Stability and Robustness

8) Troubleshooting

a. Tips - where to look first
b. Supervisor execution results
c. Supervisor Reporting/Notification features
d. How to add helpful built-in execution logs into bots
e. How to isolate the problem (view variables and step by step execution)
f. Real data vs visible data

Day 5

9) POT SDK

– building your own Plugin/Operations

This section is OPTIONAL 

You will build your own Plugins/Operations. This part requires Python coding experience (or any other programming experiences)

Instead of POT SDK you can use Day-5 to build a pilot bot (POC) together.