Is UiPath Document Understanding possible on VM citrix automation environment

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1

Hi Experts, I have a requirement like where i need to login VMware Horizon and connect to VM and login to some client application to get the file path and after that have to process the documents available in file path which we got from application using DU to extract data and write in excel.
is it possible to process DU via image based citrix automation because applications and all documents are available only in VM sharedFolder. Don’t have access locally. Kindly write me your suggestions. Thankyou in advance.

2

Hi @nithish.dhanabal1 ,
I think it is possible, but the long-term stability is not high
Regards,
LNV

3

Hi @Nguyen_Van_Luong1 thanks for your response. Can you please elaborate more about how it is possible?

4

Hi @nithish.dhanabal1 ,
UiPath has package
I think it will help you
https://docs.uipath.com/studio/standalone/2023.4/user-guide/about-vmware-automation
Hope it help you
Regards,
LNV

5

Hi @nithish.dhanabal1

Yes, it is possible to automate the process you described using UiPath and Citrix automation. Since you don’t have access locally and the applications and documents are available only in the VM shared folder, you can use Citrix automation to interact with the applications running in the VMware Horizon virtual desktop.

Here’s a outline of how you can approach this automation:

=> Login to VMware Horizon: Use the Citrix automation capabilities of UiPath to open the VMware Horizon client and login to the virtual desktop.
=> Connect to VM: Once inside the virtual desktop, use Citrix automation to navigate to the VM desktop and connect to it.
=> Login to the Client Application: Using image-based automation or Citrix recording, automate the login process to the client application in the VM. This could involve sending key presses, clicks, or image recognition to interact with the application’s user interface.
=> Get File Path from Application: After logging in to the client application, extract the file path using the Data Scraping or Screen Scraping features of UiPath, depending on the format in which the file path is displayed.
=> Access Shared Folder: Since you don’t have access to the VM’s local file system, you’ll need to interact with the shared folder via the client application or through network paths accessible within the VM. Use Citrix automation to navigate to the shared folder or access the network path to work with the files.
=> Document Understanding (DU): Use UiPath Document Understanding activities to process the documents available in the shared folder. You can use DU to extract data from documents such as invoices, receipts, or forms.
=> Write Data to Excel: Once the data is extracted using Document Understanding, write the relevant information to an Excel file using UiPath’s Excel automation activities.
=> Log Out and Close Connections: Ensure that the automation logs out of the client application, closes the VM connection, and logs out of the VMware Horizon client if necessary.

Hope it helps!!

6

Hi @mkankatala do we need to install UiPath studio on VMvare Horizon VM? to access files from shared folder and to sent to DU process?