Robotic Process Automation
RPA automates repetitive tasks and empowers your team to focus on what they do best.
Overview
Infor Robotic Process Automation (RPA) is a set of software components that provides the ability to automate business processes with the help of Bots to perform a sequence of meaningful activities that can mimic human behavior or perform other system activities.
Infor RPA also includes the cloud-based Multitenant component called the Mastermind, which orchestrates and allows the deployment of the workflow processes, configuration, scheduling, and monitoring capabilities.
Key Concepts and Definitions
RPA | Robotic Process Automation (RPA) is a technology that uses software robots or bots to automate rule-based, repetitive tasks in business processes, reducing manual effort and human error. |
Bot | A bot or robot in RPA refers to the software program or agent that performs tasks in an automated manner. It can mimic human interactions with computer systems. |
RPA Flow | A sequence of activities or steps that an RPA bot follows to complete a specific business process. |
Process | A list of all published RPA flows. |
Job | An execution instance; it is specific to a Process. |
Device | A physical machine where the agent (which executes the RPA process in unattended mode) is installed. |
Orchestration | The management and coordination of multiple RPA bots and processes to work together seamlessly, often through a central control system. |
Attended Mode of Execution | Attended automation involves bots working alongside human operators to assist with tasks in real-time. |
Unattended Mode of Execution | Unattended automation runs independently without human intervention, often in batch processing mode. |
Key Components
RPA Studio | A desktop application that Infor Employees, Customers, and Partners can use to build workflow processes for their business use cases. Studio allows workflow authors to design, develop, and publish RPA Processes. |
RPA Mastermind | An Infor RPA Engine that communicates between the on-premise installation and Multi-tenant cloud RPA Management to trigger the run of RPA processes. |
Agent Runtime and Robot Service | Desktop applications installed as part of unattended installations.- Agent: A Windows service that communicates with Mastermind and processes automation requests configured by the user in the RPA Management UI in an unattended mode.- Runtime: Executes the workflow processes that users have authored in Studio.- Robot Service: Communicates with the Agent inside a Windows user session and triggers Runtime. |
RPA Management API | A multitenant microservice deployed in the cloud that serves as the backend entry point for the RPA Management UI, Agent, and Tray Assistant. |
RPA Management UI | A multitenant application hosted in the Infor OS Portal. Provides a user interface for RPA users to add extra configuration for their workflow processes, including:1. Job configuration (scheduling, device assignment)2. Adding variable values3. Giving consent for workflow processes to access resources behind IONAPI4. Device registration5. Robot registration (Windows login credentials for automation)6. Task Monitoring |
RPA Tray Assistant | A desktop plugin application installed to execute processes in an attended mode.1. Gives users control to automatically trigger any of the workflow processes they have access to in Mastermind.2. Add variable values.3. View workflow process details. |
Recorder | A Chrome-based extension allowing users to record a set of activities in the Chrome browser, generating an RPA flow of activities. |
Workflow Elements
IDP | Infor Document Processor is a service designed to recognize and extract text from images or documents. |
JQ Transformation | JQ is a JSON processor used to slice, filter, map, and transform JSON data with ease. |
JSON To DataTable | Takes a flat JSON array containing the required columns for transformation and outputs a DataTable. |
ForEach | Executes the activity contained in its Body for each item in a specified Values collection. By default, the loop iterator is named |
Try Catch | An exception-handling activity that works in conjunction with the “Continue on Error” property of the activities. If |
GET OCR text | An automation activity in RPA Studio that extracts text from documents or images. |
Extract Document Key-Value | An automation activity in RPA Studio which extracts values based on provided keys. |
Extract Data | An automation activity in RPA Studio that can perform template-based text extraction. |
Want to learn more?
Quick Reference
There is a lot to learn in the Infor Technology Platform. A quick reference sheet is always helpful. Check out this RPA Cheat Sheet.
Topical Videos
Need information on a specific feature, function, or a quick overview? These short videos may be just what you are looking for. Check out our Infor Robotic Process Automation playlist on YouTube.
Written Guides
Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy-to-understand docs, see our documentation portal.
Community
Collaborating with others in your industry is a great way to learn and help others. Start participating in the Infor RPA Community today.
Courses
Infor U Campus offers learning tracks that combine video-based and instructor-led training. If you are an Infor customer, then check out courses on Infor U Campus.
Written Guides
Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see our documentation portal.
Community
Collaborating with others in your industry is a great way to learn and help others. Start participating in the Infor RPA Communitytoday.
Courses
Infor U Campus offers learning tracks that combine video based and instructor-led training. If you are an Infor customer then check out courses on Infor U Campus.
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