A smart RPA operation and maintenance platform and its construction method

Abstract

The present invention discloses a smart RPA operation and maintenance platform and a construction method thereof, and relates to the technical field of smart RPA platforms; the platform comprises an RPA designer, an RPA controller platform and an RPA robot, wherein the RPA designer and the RPA robot are client software, and the RPA designer and the RPA robot can be deployed on a user's PC or intensively deployed on a server virtual machine, and the RPA controller platform belongs to a server-side system and is deployed on a server or in the cloud; the present invention closely combines artificial intelligence with RPA technology, vigorously builds a smart RPA platform, frees employees from repetitive and mechanical work such as system inspections and log monitoring, and allows them to focus more energy and time on more valuable work, while improving the completion efficiency and quality of traditional operation and maintenance work, establishing a knowledge base and sample library of common and frequent failures of information systems, and realizing timely processing and resolution of operation and maintenance failures.

Description

Technical Field

[0001] The present invention relates to the technical field of smart RPA platforms, and specifically to a smart RPA operation and maintenance platform and a construction method thereof. Background Art

[0002] With the rapid development of the digital economy and the accelerating pace of digital transformation of enterprises, internal information systems of enterprises are becoming more and more complex, and the demand for automation and intelligence of business processing is growing. It is difficult to keep up with the development of the times by adopting traditional business processing models. Empowering daily business office processes of operation and maintenance through intelligent automation technology and realizing digital transformation are of great value to the operation and maintenance department and even the company's development and digital reform. The current company's operation and maintenance work mainly has the following business pain points: 1. Existing operation and maintenance personnel cannot meet the increasing system operation and maintenance needs, and it is urgent to carry out the construction of the intelligent RPA operation and maintenance platform project to provide operation and maintenance personnel with operation and maintenance auxiliary support tools; 2. In daily operation and maintenance work, there are highly repetitive, mechanized, and regular transactional operations, which take up a lot of working time of operation and maintenance personnel, and it is difficult to invest more time in high value-added work.

[0003] At present, the company has an increasing number of professional application systems and platforms in daily maintenance. In system management and operation and maintenance work, it is often necessary to switch between multiple systems. The data in these systems are relatively independent, and a large number of mechanical and repetitive operations are generated when extracting and checking data, which brings a great burden to employees. For this reason, we proposed an intelligent RPA operation and maintenance platform and its construction method to solve the above problems. Summary of the invention

[0004] In view of the shortcomings of the prior art, the present invention provides an intelligent RPA operation and maintenance platform and a construction method thereof to solve the problems raised in the above background technology.

[0005] In order to realize the deployment of an intelligent RPA operation and maintenance platform, the present invention provides the following technical solutions: an intelligent RPA operation and maintenance platform, including an RPA designer, an RPA controller platform and an RPA robot. The RPA designer and the RPA robot are client software. The RPA designer and the RPA robot can be deployed on the user's PC or intensively deployed on a server virtual machine. The RPA controller platform belongs to a server-side system and is deployed on a server or in the cloud.

[0006] To further optimize this technical solution, the RPA designer, RPA robot, and RPA controller platform must access each other within the same network to enable mutual calls, and the smart RPA operation and maintenance platform requires a total of 3 virtual machines or cloud containers.

[0007] To further optimize this technical solution, the RPA designer is also called an RPA integrated development environment or a design factory. Developers or implementation engineers can use the RPA designer to formulate specific process instructions according to specific business scenario requirements.

[0008] To further optimize this technical solution, the RPA designer has a built-in RPA robot operating environment, supports process design, parameter setting, debugging, operation, packaging and publishing and other functions. The RPA designer supports design modes such as intelligent recommendation, visualization and code mode. Non-IT professional developers can quickly master the use through short-term training, and supports PC and mobile phone automation.

[0009] To further optimize this technical solution, the RPA controller platform is also called the RPA server, which is the "robot" responsible for managing the RPA robot. Its main responsibilities include RPA function version management, RPA client (robot) operation monitoring, task allocation, operation result display and log analysis, etc.

[0010] To further optimize the technical solution, the RPA client runs in a robot container in a terminal machine environment and can load a series of process instructions designed by a designer.

[0011] A method for building intelligent RPA operation and maintenance includes the following steps: S1. The RPA designer issues instructions to the RPA control center, and the RPA control center loads the process instructions into the PRA mall. S2. The RPA control center communicates with the robot service interface through the Https protocol. The interface can be called externally / integrated with external interfaces for interactive operations. S3 and the RPA control center control and monitor the RPA clients, which are server robots, attended robots, and unattended robots respectively; S4. The RPA designer transmits the received instructions to the creation process application. The process application is exported locally, published to the enterprise market, and published to the robot. S5. Export locally and publish to the enterprise market to transmit the instructions to the RPA controller, and the RPA controller creates tasks for the RPA robot; S6. Create a process application to transfer the process instructions to the robot, and publish it to the robot to directly transmit the instructions to the RPA robot.

[0012] To further optimize the technical solution, the process instructions loaded by the RPA client in step S3 can be divided into "interactive" and "non-interactive". The non-interactive does not require human participation, while the "interaction" of the interactive RPA can be understood as "human-computer interaction".

[0013] To further optimize this technical solution, it is determined whether the robot's startup requires manual triggering. Robots that must be started by manual triggering are also called foreground robots. RPA foreground users are required to process data that RPA cannot process. It also supports automation on PC and mobile phones.

[0014] To further optimize the technical solution, the export local in step S4 can directly transmit the received instructions to the RPA robot.

[0015] Compared with the prior art, the present invention provides a smart RPA operation and maintenance platform and a construction method thereof, which has the following beneficial effects: 1. The intelligent RPA operation and maintenance platform and its construction method create corresponding intelligent RPA operation and maintenance platform, simulate the user's keyboard and mouse input according to the pre-set program, and call the workflow to solve the problem of the shortage of company systems and operation and maintenance personnel resources, specifically in the following three aspects: 1. Assist in operation and maintenance and reduce personnel input 1) Application integration without data and application interfaces: It acts as a "ferry" between systems and applications, does not affect the IT system structure, and solves interface problems.

[0016] 2) It is cross-system, multi-business application process integration: automatically complete process switching between multiple businesses, output data, and achieve 24-hour online work.

[0017] 3) It is an efficient integration of processes across departments and by different people: Replacing people with process management can achieve integration between different businesses and effectively reduce workflow processing time.

[0018] 2. Solve daily repetitive and regular transactional operations and release manpower.

[0019] 1) Create automatic program calls through the intelligent RPA operation and maintenance platform. By simulating keyboard input, mouse movement and clicks, calling Windows, folder and file operations, etc., trigger the calling of various applications, including: Word / Excel operations, web page operations, printing documents, recording / screen recording, opening cameras, remotely logging into servers, calling operations on various business application systems, etc., and abstracting these operation behaviors into information that computers can understand and process.

[0020] 2) Realize human-machine collaborative office by assisting operation and maintenance personnel. Assist operation and maintenance personnel to complete repetitive and regular mechanized operation and maintenance tasks, speed up operation and maintenance work, and release manpower.

[0021] 2. The smart RPA operation and maintenance platform and its construction method. The present invention closely combines artificial intelligence and RPA technology to vigorously build a smart RPA platform, freeing employees from repetitive and mechanical work such as system inspections and log monitoring, and focusing more energy and time on more valuable work, while improving the completion efficiency and quality of traditional operation and maintenance work. In addition, based on the "two libraries and one platform" of artificial intelligence, a knowledge base and sample library of common and frequent failures of information systems are established to achieve timely processing and resolution of operation and maintenance failures, and to achieve intelligent automation of processes for different task processing processes of the operation and maintenance department. The smart RPA operation and maintenance platform is guided by the working idea of ​​"unified planning, encouraging application, and building and using in one", and coordinates the construction of smart RPA operation and maintenance platform capabilities, service sharing, scenario application, and achievement precipitation, to build a capability opening service for co-construction and sharing, and promote RPA The large-scale application of services empowers front-line operation and maintenance production, helps service companies reduce costs and increase efficiency, and realizes the "human-machine collaboration" operation and maintenance model through the intelligent RPA operation and maintenance platform, helping to open up cross-system and cross-application operations and complete mechanized repetitive operations. Humans only need to handle decision-making operations based on subjective judgment, which reduces the burden on grassroots operation and maintenance personnel and improves the quality and efficiency of the enterprise. BRIEF DESCRIPTION OF THE DRAWINGS

[0022] Figure 1 A smart RPA operation and maintenance platform and its construction method proposed by the present invention; The core architecture diagram of the smart RPA operation and maintenance platform; Figure 2 A smart RPA operation and maintenance platform and its construction method proposed by the present invention; a flow chart of collaboration between software on the smart RPA operation and maintenance platform; Figure 3 This is a network deployment architecture diagram of a smart RPA operation and maintenance platform and a construction method thereof proposed by the present invention: Figure 4 A flowchart of an intelligent RPA operation and maintenance platform and a construction method thereof proposed in the present invention. DETAILED DESCRIPTION

[0023] The following will be combined with the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0024] Example: Please refer to Figure 1-4As shown, an intelligent RPA operation and maintenance platform includes an RPA designer, an RPA controller platform and an RPA robot. The RPA designer and the RPA robot are client software. The RPA designer and the RPA robot can be deployed on the user's PC or intensively deployed on a server virtual machine. The RPA controller platform belongs to a server-side system and is deployed on a server or in the cloud. The RPA designer, the RPA robot and the RPA controller platform must access each other in the same network to realize mutual calling, and the intelligent RPA operation and maintenance platform requires a total of 3 virtual machines or cloud containers. The RPA designer is also called an RPA integrated development environment or design factory. Developers or implementation engineers can use RPA according to specific business scenario requirements. The designer formulates specific process instructions; the RPA designer has a built-in RPA robot operating environment, which supports functions such as process design, parameter setting, debugging, operation, packaging and publishing. The RPA designer supports design modes such as intelligent recommendation, visualization and code mode. Non-IT professional developers can also quickly master the use through short-term training, and support PC and mobile phone automation; the RPA controller platform, also known as the RPA server, is the "robot" responsible for managing the RPA robot. Its main responsibilities include RPA function version management, RPA client operation monitoring, task allocation, operation result display and log analysis, etc.; the RPA client runs in the robot container of the terminal machine environment, and can load a series of process instructions designed by the designer.

[0025] A method for building intelligent RPA operation and maintenance includes the following steps: S1. The RPA designer issues instructions to the RPA control center, and the RPA control center loads the process instructions into the PRA mall. S2. The RPA control center communicates with the robot service interface through the Https protocol. The interface can be called externally / integrated with external interfaces for interactive operations. S3 and the RPA control center control and monitor the RPA clients, which are server robots, manned robots, and unattended robots. The process instructions loaded by the RPA client in step S3 can be divided into "interactive" and "non-interactive". Non-interactive does not require human participation, while the "interaction" of interactive RPA can be understood as "human-computer interaction". It determines whether the robot's startup requires manual triggering. Robots that must be manually triggered are also called foreground robots. RPA foreground users are required to process data that RPA cannot process. It also supports PC and mobile automation. S4. The RPA designer transmits the received instructions to the created process application. The process application is exported locally, published to the enterprise market, and published to the robot. The local export in step S4 can directly transmit the received instructions to the RPA robot. S5. Export locally and publish to the enterprise market to transmit the instructions to the RPA controller, and the RPA controller creates tasks for the RPA robot; S6. Create a process application to transfer the process instructions to the robot, and publish it to the robot to directly transmit the instructions to the RPA robot.

[0026] This technical solution deploys the intelligent RPA operation and maintenance platform: completes the deployment of the intelligent RPA operation and maintenance platform (RPA portal) and completes the research and development of functions such as automatic generation of daily inspection reports, automatic email forwarding, and automatic scanning of multiple documents. 1. Automatic generation of daily inspection reports: A new function of automatic generation of daily inspection reports has been added, as follows: 1. Automatically download system inspection records according to preset rules; 2. Automatically read the document content and synchronize the content to the daily inspection template; 3. Automatically summarize operation and maintenance information.

[0027] 2. Automatic email forwarding: Added automatic email forwarding function, as follows: 1. Automatically log into the system; 2. Automatically filter emails in your inbox based on preset rules and conditions; 3. Automatically forward emails to designated members as needed.

[0028] 3. Multi-document automatic scanning: Added multi-document automatic scanning function, as follows: 1. Automatically start the scanning function; 2. Scan multiple documents according to preset rules; 4. Automatic generation of daily inspection reports: Added the function of automatic generation of daily inspection reports, as follows: 1. Automatically download system inspection records according to preset rules; 2. Automatically read the document content and synchronize the content to the daily inspection template; 3. Automatically summarize operation and maintenance information.

[0029] The implementation plan of the smart RPA operation and maintenance platform project is as follows: Project management will be carried out from the following aspects: (1) Personnel management: The project contractor shall ensure the stability of the project personnel. Without the consent of the project contractor, personnel shall not be replaced at will. The replacement of project personnel shall be applied for two weeks in advance and can only be replaced after the project contractor agrees and completes the handover procedures. The project team shall strictly control the entry and exit of project personnel and do a good job in project personnel management.

[0030] (2) Full-process project control: Establish a centralized project control model to control from multiple angles such as project communication, project progress, project quality, and project risks. Perform full-process control from project preparation, data analysis, system implementation, system training, user testing to system launch and launch implementation to ensure the smooth progress of the project.

[0031] (3) Standardize management system and establish assessment and evaluation mechanism: Establish a project management system, clarify the division of responsibilities, and effectively plan, organize, lead and control the project in order to achieve the smooth launch of the project. At the same time, establish a reasonable and comprehensive manufacturer assessment and evaluation mechanism, conduct monthly assessment and evaluation of manufacturers, assess from the dimensions of attendance, service, and standardization, make reports, and do a good job in logistics and project publicity management to fully support the smooth progress of the project.

[0032] The beneficial effects of the present invention are as follows: by creating a corresponding intelligent RPA operation and maintenance platform, according to a pre-set program, simulating the user's keyboard and mouse input, and calling through workflows, the problem of the shortage of company systems and operation and maintenance personnel resources is solved, specifically in the following three aspects: 1. Assist in supporting operation and maintenance and reduce personnel input: 1) Application integration without data and application interfaces: It acts as a "ferry" between systems and applications, does not affect the IT system structure, and solves interface problems.

[0033] 2) It is cross-system, multi-business application process integration: automatically complete process switching between multiple businesses, output data, and achieve 24-hour online work.

[0034] 3) It is an efficient integration of processes across departments and by different people: Replacing people with process management can achieve integration between different businesses and effectively reduce workflow processing time.

[0035] 2. Solve daily repetitive and regular transactional operations and release manpower.

[0036] 1) Create automatic program calls through the intelligent RPA operation and maintenance platform. By simulating keyboard input, mouse movement and clicks, calling Windows, folder and file operations, etc., trigger the calling of various applications, including: Word / Excel operations, web page operations, printing documents, recording / screen recording, opening cameras, remotely logging into servers, calling operations on various business application systems, etc., and abstracting these operation behaviors into information that computers can understand and process.

[0037] 2) Realize human-machine collaborative office by assisting operation and maintenance personnel. Assist operation and maintenance personnel to complete repetitive and regular mechanized operation and maintenance tasks, speed up operation and maintenance work, and release manpower.

[0038] 2. The smart RPA operation and maintenance platform and its construction method. The present invention closely combines artificial intelligence and RPA technology to vigorously build a smart RPA platform, freeing employees from repetitive and mechanical work such as system inspections and log monitoring, and focusing more energy and time on more valuable work, while improving the completion efficiency and quality of traditional operation and maintenance work. In addition, based on the "two libraries and one platform" of artificial intelligence, a knowledge base and sample library of common and frequent failures of information systems are established to achieve timely processing and resolution of operation and maintenance failures, and to achieve intelligent automation of processes for different task processing processes of the operation and maintenance department. The smart RPA operation and maintenance platform is guided by the working idea of ​​"unified planning, encouraging application, and building and using in one", and coordinates the construction of smart RPA operation and maintenance platform capabilities, service sharing, scenario application, and achievement precipitation, to build a capability opening service for co-construction and sharing, and promote RPA The large-scale application of services empowers front-line operation and maintenance production, helps service companies reduce costs and increase efficiency, and realizes the "human-machine collaboration" operation and maintenance model through the intelligent RPA operation and maintenance platform, helping to open up cross-system and cross-application operations and complete mechanized repetitive operations. Humans only need to handle decision-making operations based on subjective judgment, which reduces the burden on grassroots operation and maintenance personnel and improves the quality and efficiency of the enterprise.

[0039] The intelligent RPA operation and maintenance platform of the present invention should follow the principles of openness, advancement, security, reliability, and ease of use: 1. Openness principle: adopt internationally and domestically accepted standard protocols; Supports various software products from mainstream computer platforms, operating systems and database manufacturers.

[0040] 2. Principle of advancement Adopt advanced technologies and solutions in the field of intelligent automation at home and abroad; In the solution, business systems and services should be organically combined to achieve seamless integration; The intelligent RPA operation and maintenance platform is technologically advanced and in line with the development of contemporary information technology. It provides good technical support and technical services to meet the company's business needs and enable the business or production system to have strong operational capabilities.

[0041] 3. High reliability and availability The intelligent RPA operation and maintenance platform provides the company with a highly reliable solution, equipped with technical measures such as accident monitoring and network security and confidentiality to ensure the safety, reliability and high availability of the platform.

[0042] 4. Flexibility and scalability The intelligent RPA operation and maintenance platform has good scalability and upgradeability, and can flexibly adapt to relevant changes when the connected business system is transformed or the front-end application requirements change.

[0043] 5. Easy to maintain The intelligent RPA operation and maintenance platform pays attention to the daily maintainability of the system in its overall system design, and the system software is simple to install and easy to operate.

[0044] In the description of this specification, the description with reference to the terms "one embodiment", "some embodiments", "example", "specific example", or "some examples" etc. means that the specific features, structures, materials or characteristics described in conjunction with the embodiment or example are included in at least one embodiment or example of the present invention. In this specification, the schematic representations of the above terms do not necessarily refer to the same embodiment or example. Moreover, the specific features, structures, materials or characteristics described may be combined in any one or more embodiments or examples in a suitable manner. In addition, those skilled in the art may combine and combine the different embodiments or examples described in this specification and the features of the different embodiments or examples, without contradiction.

[0045] Although embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that various changes, modifications, substitutions and variations may be made to the embodiments without departing from the principles and spirit of the present invention, and that the scope of the present invention is defined by the appended claims and their equivalents.

Claims

1. A smart RPA operation and maintenance platform, characterized in that: It includes RPA designer, RPA controller platform and RPA robot. The RPA designer and RPA robot are client software. RPA designer and RPA robot can be deployed on the user's PC or intensively deployed on a server virtual machine. The RPA controller platform is a server-side system and is deployed on a server or in the cloud.

2. According to claim 1, the intelligent RPA operation and maintenance platform is characterized in that: The RPA designer, RPA robot, and RPA controller platform must access each other within the same network to enable mutual calls, and the smart RPA operation and maintenance platform requires a total of 3 virtual machines or cloud containers.

3. According to the intelligent RPA operation and maintenance platform of claim 1, it is characterized in that: The RPA designer is also called the RPA integrated development environment or design factory. Developers or implementation engineers can use the RPA designer to formulate specific process instructions according to specific business scenario requirements.

4. According to claim 1, the intelligent RPA operation and maintenance platform is characterized in that: The RPA designer has a built-in RPA robot operating environment and supports functions such as process design, parameter setting, debugging, operation, packaging and publishing. The RPA designer supports design modes such as intelligent recommendation, visualization and code mode. Non-IT professional developers can quickly master its use through short-term training. It supports PC and mobile phone automation.

5. According to the intelligent RPA operation and maintenance platform of claim 1, it is characterized in that: The RPA controller platform, also known as the RPA server, is the "robot" responsible for managing the RPA robot. Its main responsibilities include RPA function version management, RPA client operation monitoring, task allocation, operation result display and log analysis.

6. The intelligent RPA operation and maintenance platform according to claim 1, characterized in that: The RPA client runs in a robot container in a terminal machine environment and can load a series of process instructions designed by a designer.

7. A smart RPA operation and maintenance construction method according to any one of claims 1 to 6, characterized in that: The following steps are involved: S1. The RPA designer issues instructions to the RPA control center, and the RPA control center loads the process instructions into the PRA mall. S2. The RPA control center communicates with the robot service interface through the Https protocol. The interface can be called externally / integrated with external interfaces for interactive operations. S3 and the RPA control center control and monitor the RPA clients, which are server robots, attended robots, and unattended robots respectively; S4. The RPA designer transmits the received instructions to the creation process application. The process application is exported locally, published to the enterprise market, and published to the robot. S5. Export locally and publish to the enterprise market to transmit the instructions to the RPA controller, and the RPA controller creates tasks for the RPA robot; S6. Create a process application to transfer the process instructions to the robot, and publish it to the robot to directly transmit the instructions to the RPA robot.

8. According to claim 7, a smart RPA operation and maintenance construction method is characterized in that: The process instructions loaded by the RPA client in step S3 can be divided into two types: "interactive" and "non-interactive". The non-interactive does not require human participation, while the "interaction" of the interactive RPA can be understood as "human-computer interaction".

9. According to claim 8, a smart RPA operation and maintenance construction method is characterized by: Determine whether the robot's startup requires manual triggering. Robots that must be started by manual triggering are also called foreground robots. They require RPA foreground users to process data that RPA cannot process. They support automation on both PC and mobile phones.

10. The intelligent RPA operation and maintenance construction method according to claim 7 is characterized in that: The export local in step S4 can directly transmit the received instructions to the RPA robot.

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