Extending business automation with RPA
Technical Sales Level 3 demo

In addition to the Technology Zone provided environment, you will need access to the IBM RPA SaaS environment. If you are already onboarded to a RPA SaaS tenant, you will need the login information.

If you are not already onboarded to a RPA SaaS tenant:

For IBMers, refer to the RPA contact person to establish your RPA account in the cloud tenant.

• Contact your IBM RPA TechSales Geo Lead (refer to the table below) for access to your IBM local IBM RPA tenant.
• Once onboarded, you will receive an email with account details and link to complete the onboarding. You will need this information in section 3 - Install RPA Studio, step 5.

For Business Partners, request your own RPA Server SaaS tenant for your organization. To submit a request for an IBM server SaaS tenant, provide the following:

• Company Name and CEID (which can be found in your PartnerWorld profile)
• Full Name (first and last) of the individual who will be set up as administrator of the account
• Company email address of the individual listed above (non-company email addresses will be rejected)
• Data Center choice (choose one: Dallas, Frankfurt, London, Singapore, Sao Paulo)
• Use the following subject line: RPA BP Tenant Access Request
• Send an email to Burt Hughes (buhughes@us.ibm.com)

Go to top

1. Reserve a Technology Zone demo environment here.
   
2. Wait until your reservation status is Ready on the IBM Technology Zone’s My Library → My Reservations page. (You can either keep refreshing the My Reservation page or wait for a confirmation email.)
   
   When your reservation is Ready, click the reservation tile to view the reservation details.
   
3. On the reservation details page, scroll down and click to open the RPA VM Remote Console. It is the link on the right.
   
   
   
4. The console will open. Click Full screen.
   
   
5. Click inside the window to bring up the log in screen. Type the password ‘il0vedem0s’ (those are zeros in the password).
   
   
   
   
6. (Optional) Right-click on the Windows desktop and select Display settings. Adjust the display resolution to best fit your desktop.
   

Go to top

1. Open the RPA VM Remote Console (if it is not already open). Use the links on the reservation page. Open the link on the right. Then click to open the console in Full screen.
   
   
2. Using File Explorer, navigate to This PC (1). Right click to bring up the menu, and select Properties (2). Click Rename this PC (3).
   
   
3. Enter a new computer name, which needs to be unique to your SaaS RPA tenant. Use ‘WIN–your initials–your postal code’ (1). Click Next (2).
   
   
4. Restart the VM.
   
   

Next, download, install, and log in to RPA Studio.

1. Open Chrome within the VM. Use the link provided in your RPA tenant email from section 1 to log in to the RPA cloud tenant and download the RPA Studio installer. Have your server and license information available to enter in these steps.
   
   
2. Using Chrome, go to your RPA tenant server login page.
   
   
3. From the server home page, click the “i” (top right) and then Download Installer.
   
   
4. Using File Explorer, navigate to Setup.exe. Then, right click and select Run as Administrator.
   
   
5. Click Next.
   
   
6. Click Next.
   
   
7. Accept the terms, and click Next.
   
   
8. Select Complete Install.
   
   
9. Click Next to begin the install.
   
   
10. Click Next (No proxy configuration is needed so leave the box unchecked).
    
    
11. Enter the license information, which should have been provided to you by your RPA SaaS administrator.
    
    
12. Wait for the install to complete.
    
    
13. Exit the installer. If necessary, the VM will restart.
    
    
14. Note that the desktop icons for RPA Studio will be created.
    
    
15. Open RPA Studio.
    
    
    
    
16. Log in to IBM RPA. To log in, first fill in your User Name and click Login. Then the interface will let you input your password.
    
    

Go to top

1. Log in to your RPA SaaS tenant.
   
   
2. Click Scripts in the side menu.
   
   
3. Initiate a search by clicking the Search icon.
   
   
4. Enter GetQuoteFCQS in the search field and ensure the GetQuoteFCQS bot script appears.
   
5. Click the desktop icon to open IBM RPA Studio and log in.
   
   
6. Click the Open button on the menu ribbon.
   
   
7. Select the Get Quote.wal file (located in c:\WDG\WAL), and click Open.
   
   
   
8. Click the Publish button on the menu ribbon.
   
   
9. Enter the following fields:
   • Name: GetQuoteFCQS (1)
   • Description: RPA demo (2)
   • Set as production: toggle to true (3)
   

Then click Publish (4).

Go to top

1. Log in to your RPA SaaS tenant.
   
   
2. Click Machine Learning in the side menu.
   
   
3. Initiate a search by clicking on the Search icon.
   
   
4. Enter ‘IngridKB’ in the search field (1) and ensure IngridKB appears in the results (2).
   
5. Download the IngridKB export file here.
   
6. Click the desktop icon to open IBM RPA Studio and log in.
   
7. In the menu bar on the header, select the Tools tab.
   
   
8. Click the Machine Learning Model Builder button.
   
   
9. Complete the Machine Learning Model Builder form with the following information:
   • In the Name field, type IngridKB (1).
   • In the Culture field, select English (2).
   • In the Algorithm field, select Knowledge Base V2 (3).
   • In the Options field, select Use synonyms (4).
   • In the File field, select the IngridKB export file in XLSX format (5).
   • Enable the Set as production option (6).
   
   Click Save (7).
   

Go to top

1. Open the BAW VM Remote Console. Use the links on the reservation page. Open the link on the left. Then click to open the console in Full screen.
   
   
2. Click the red Ctrl+Alt+Del button.
   
   
3. Log in to the Administrator account using the password IBMPlatinumDem0s! (that is a “zero” in ‘Dem0s’).
   
   
4. The command window will appear automatically. (You will need to wait 5-10 minutes after the commands execute for the BAW server to be fully started.)
   
   
5. You can now close the BAW console. The subsequent steps will be performed using the RPA VM console.
   

Go to top

1. Open the RPA VM Remote Console (if it is not already open). Use the links on the reservation page. Open the link on the right. Then click to open the console in Full screen.
   
   
2. Click the desktop icon to open IBM RPA Bot Studio.
   
   
3. Use the Open button on the menu ribbon to open the scripts.
   
   
   
4. Click the Open button (1) in the menu ribbon. Navigate to and select the Get Quote.wal file (2).
   
   
5. Click the GetQuote routine (this action doesn’t change anything functionally, but will look best during the demo).
   
   
6. Click the Open button (1) in the menu ribbon, and select the Insurance Ingrid.wal file (2).
   

Go to top

1. First, use Firefox to open Workflow Center. In the Firefox bookmarks bar, open BAW -> Workflow Center - Solutions.
   
   
   
2. Log in to Workflow Center using admin/admin.
   
   
3. Under Start Building, Process Apps, click View all.
   
   
4. Open the New Insurance Quote process app.
   
   
5. Open the New Insurance Quote process definition.
   
   
6. The New Customer Quote process definition is now open.
   

Go to top

1. Use Chrome to open Process Portal. In the Chrome bookmarks bar, open BAW -> Process Portal.
   
   
   
2. Leave the page open to the Process Portal login screen. The username is customerService and the password is password. You are now ready to show the demo.
   
   

Go to top