Appendix¶

Languages Supported in IDP¶

Generating RPTDESIGN File¶

For uploading an RPTDESIGN file in the template entity, you need to create an RPTDESIGN file in the Business Intelligence and Reporting Tool (BIRT Report Generation tool).

• Prerequisites: Software Requirements - JDK, Eclipse, BIRT Report Generation tool.

• Downloading BIRT Report Generation Tool: In Eclipse, navigate to Market place and download BIRT Report Generation Tool

• In the BIRT tool, create a project (Business Intelligence and Reporting Tools > Report Project and design the report as per your requirement. After that, create Data Sources and Data Variables as needed.
  The Platform supports the following data source types available in the BIRT for the current version.

  • Classic Models Inc. Sample Database

  • Flat File Data Source

  • JDBC Data Source

  • Scripted Data Source

The Data source and the Data Variables that you provide in the BIRT Report Generation Tool while generating the RPTDESIGN file are configured in BIRT activity Configuration (Info Actions) in the platform.

• Run and download the BIRT Report (rptdesign file). The rptdesign file generated is uploaded in the entity, Template of type RPTDESIGN.

RPA Studio References¶

• Event Listener: https://www.computerhope.com/jargon/e/event-listener.htm

• XPath Selectors: https://www.w3schools.com/xml/xpath_syntax.asp

• CSS Selectors: https://www.w3schools.com/cssref/css_selectors.asp

• HTML DOM Element Object: https://www.w3schools.com/jsref/dom_obj_all.asp

• Mustache syntax: https://mustache.github.io/mustache.5.html

• Wildcards: https://ryanstutorials.net/linuxtutorial/wildcards.php

Generating App Password¶

Different SMTP/IMAP hosts have different way of getting authentication password.

If the SMTP/IMAP host is not enabled with 2-step authentication, you can provide the password of the user in the password field to trigger the email.

If an SMTP/IMAP host is enabled with 2-step authentication, you need to generate 16 digit app password and then provide that password in the Auth = true > Password field.

The following is an example of generating app password for the SMTP/IMAP host (Gmail) where 2-step authentication is enabled.

Example – Gmail Host¶

Follow the steps to generate the password for Gmail account.

1. Login to the Google account (the account that you want to configure in SMTP/IMAP) using your credentials.

2. Navigate through Google Account > Manage your Goolge Account. Google Account page opens.

3. On the right-side menu click Security. The Security page appears.

4. In the Signing into Google section, click 2-Step verification. 2-Step verification page appears.

   If you have already turned on the 2-step verification, go to step 13 or else if you have not turned on 2-step verification go to step 5.

5. Click Get Started. You will be logged out and prompted for password to continue. This is a verification process.

6. Enter your password and click Next. You will be redirected to the 2-step verification page.

7. Under What phone number do you want to use?, provide the Phone number.

8. Under How do you want to get codes?, select the option Text message (preferred) if you want to get the code as text message or select the option Phone Call if you want to get the codes through a phone call.

9. Click Next. A verification code is send as SMS to the phone number that you entered above.

10. Enter the code in the specified field and click Next. A success message is displayed (if correct code is entered).

11. Click Turn On. Now the 2-Step Authentication is switched on. If the 2-Step Verification is switched off, you can just give your account password in the password field in the Platform > Manage > Configuration Management > SMTP/IMAP properties.

12. Navigate back to Security page > Signing into Google section.

13. Click App Passwords. You will be logged out and prompted for password to continue.

14. Enter your password and click Next. App Password page opens. It will prompt for the app (Select app) and device (Select device). That is, in which app you need to access or which device you need to access the account.

15. Click Select App > click Other (Custom Name) as we are using it for Platform, we need to specify that.

16. Enter Platform and click Generate. An app password is generated and displayed.

17. Under Your app password for your device, copy the 16 characters (password may be displayed in normally or in asterisks).

18. Click Done.

Now you have copied the app password and you can copy this password in the Platform > Manage > Configuration Management > SMTP/IMAP properties.

Creating JSON File in Google Vision¶

For creating JSON Files in Google Vision, you should have a Google Vision account. The following are the steps to create a Google Vision account and generate the JSON key.

1. Navigate to https://console.cloud.google.com/. Email Sign-In pop-up appears.
2. Sign in with your Google account. Google Cloud page appears.
3. In the Google Cloud title bar, click the drop-down right side of the Google Cloud logo title. Select a Project pop-up appears.
4. Click NEW PROJECT on the top-right of the pop-up.
5. Enter a project name and click Create. A new project is created in Google Cloud for your account.
6. In the APIs and Services List on the left side, click Enabled APIs and Service. Enable APIs and Services Page appears.
7. Click “+ENABLE APIs AND SERVICES” on the top of the screen. Google Cloud API Library page appears.
8. In the API Library, search for Cloud Vision API and click Cloud Vision API.
9. Click Enable. Now the Cloud Vision API is enabled.
10. Navigate to the left panel and click on the Create Service Account option.
11. Enter the details and create a service account.
12. Select the service account, navigate to the keys section, and click Create a new key.
13. Select the type as JSON and generate the JSON.
14. Download the JSON key.
15. In the left panel of the screen, navigate to the Billing Section and proceed to create a new billing account by entering the Debit/Credit card details.

The JSON file created in Google Vision will work only when the billing account is enabled and IDP in the platform in turn is dependent on the JSON file.

Generating Endpoint URL and Secret Key in Azure¶

For generating an Endpoint URL and Secret Key, you should have an account in Azure for creating Azure projects. The following are the steps to create an Azure account, create an Azure Resource, and generate the Endpoint URL and Secret Key.

Accessing Azure Form Recognizer API

1. Navigate to the URL: https://portal.azure.com
2. If you are already using Azure you will have an Azure account or else register for a free Azure account.
3. After creating an Azure account, click Subscriptions and create a subscription.
4. Click Resource Group and create a Resource Group.
5. In the search box, search for Form Recognizer and click Form Recognizer. Applied AI Services|Form Recognizer page appears.
6. Click +Create - This is to assign the instance of form recognizer subscription to the Resource Group. Provide the required details that include the selection of your Resource Group (mandatory), your subscription name (mandatory), etc.
7. Click Review and Create. Terms and conditions details appear.
8. Read the details and click Create. Microsoft.CognitiveServicesForm ReCognizer page appears that shows the deployment status of your subscription.
9. Once the deployment is completed, click Go to Resource.
10. On the displayed page, Click Keys and Endpoint (left side menu).
11. Click the copy icon adjacent to the Key to copy the API key. Paste it wherever you need.
12. Click the copy icon adjacent to the Endpoint to copy the Endpoint URL address. Paste it wherever you need.

You can use the Key and Endpoint in the Platform (In process flows > Form Recognizer activity configuration) or in any JSON file in the platform.

For example, To create a JSON file, provide the following code.

{
“API_KEY”: “paste_copied_API_Key”.
“ENDPOINT”: “paste_copied_ENDPOINT_URL”
}