How to create an RPA flow for IBM Cloud Data Engine Data in UiPath Studio

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for IBM Cloud Data Engine, users can embed IBM Cloud Data Engine data in the workflow.

This article walks through using the IBM Cloud Data Engine ODBC Driver in UiPath Studio to create an RPA program that accesses IBM Cloud Data Engine data.

Configure the Connection to IBM Cloud Data Engine

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

IBM Cloud Data Engine uses the OAuth and HMAC authentication standards. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

Connect UiPath Studio to IBM Cloud Data Engine Data

Now you are ready to use IBM Cloud Data Engine data ODBC DSN in UiPath Studio with the following steps.

1. From the Start page, click Blank to create a New Project.
2. Click Manage Packages then search for and install UiPath.Database.Activities.
3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
5. Double-click the Connect activity and configure the Connection.
   1. Click the Connection Wizard
   2. Select "Microsoft ODBC Data Source"
   3. In Connection Properties, select your DSN (CData IBMCloudDataEngine Source) and click OK
6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.
   

Create an Execute Query Activity

With the connection configured, we are ready to query IBM Cloud Data Engine data in our RPA.

1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
2. Double-click the Execute Query activity and set the properties as follows:
   • ExistingDbConnection: Your Connection variable
   • Sql: SELECT statement like SELECT Id, Status FROM Jobs WHERE UserId = user@domain.com
   • DataTable: Create and use a variable with the Type System.Data.DataTable

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the IBM Cloud Data Engine data.

1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
2. Double-click the Write CSV activity and set the properties as follows:
   • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
   • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting IBM Cloud Data Engine data and exporting it to CSV.

Click Run to extract IBM Cloud Data Engine data and create a CSV file.

In this article, we used the CData ODBC Driver for IBM Cloud Data Engine to create an automation flow that accesses IBM Cloud Data Engine data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live IBM Cloud Data Engine data in UiPath Studio today!