Configuración

Información general

To successfully establish a connection and send requests to the Form Recognizer API, the Azure Form Recognizer Scope activity must provide a subscription key that validates your subscription to the Azure Form Recognizer service.

Para generar una clave de suscripción y permitir que las otras actividades envíen solicitudes a las operaciones de la API de Reconocimiento de formularios, debe completar los siguientes requisitos previos y pasos:

1. Crear un recurso de Azure del Reconocedor de formularios

2. Crear y cargar un conjunto de datos de entrenamiento

3. Obtener firma de acceso compartido

4. Construya su proyecto

   

1. Create a Form Recognizer Azure resource

Complete Microsoft's documented steps to create a Form Recognizer resource.

Nota:

The Azure Form Recognizer service is available in a limited-access preview. Because of this, the process to create a resource may be different when compared to other Azure services (to learn more, see request access in the Microsoft documentation).

Cuando finaliza la implementación de tu recurso Reconocedor de formularios:

1. Find and select it from the All resources list in the portal.

2. Click the Quick start tab under RESOURCE MANAGEMENT to view your subscription data.

3. Nota:

   the values of Key1 and Endpoint (you'll enter these in the Azure Form Recognizer Scope activity).

   

2. Build and upload a training data set

Follow Microsoft's documented tips and input requirements to build a training data set for a custom model.

Nota:

To build a training data set for our examples, we used the files in the Train folder of Microsoft's provided sample data set.

After building your training data set, follow Microsoft's documented steps to create a container (you may need to create a storage account first if you don't have one).

Después de crear su contenedor:

1. Go to Storage Explorer in the Azure portal.

2. Under Subscriptions, find and select the storage account that you created your container in.

3. Under the account's Blob containers, select the container that you created.

4. Upload your training data set (e.g., 5 PDF invoices).

   

3. Get shared access signature

The Train Model activity requires a URI to the container that has your training data set.

Para obtener el URI del contenedor:

1. Go to Storage Explorer in the Azure portal.

2. Under Subscriptions, find and select the storage account that you created your container in.

3. Under the account's Blob containers, right-click the container that you created.

4. Click Get Shared Access Signature (this opens Shared Access Signature window).

5. Enter your Access policy,Start time,Expiry time,Time zone, and Permissions.

   • At a minimum, select *Read
   • and *List
   • from the Permissions list.

6. Haz clic en Crear.

7. Nota:

   the URI value.

   

4. Cree su proyecto

1. Crear un nuevo proyecto de automatización.

   1. Open UiPath Studio.

   2. Under New Project, click Process (this opens a New Blank Process window).

   3. Enter a project Name, Location, and Description.

   4. Haz clic en Crear.

      

2. Install the UiPath.AzureFormRecognizer.Activities package.
   1. In the Design ribbon, click Manage Packages (this opens the Manage Packages window).
   2. Under All Packages, click Go.
   3. In the Search bar, enter Azure.
   4. Click, install and accept the license for the UiPath.AzureFormRecognizer.Activities.

      • For more information about Uipath Studio packages, see Managing Packages in the Studio Guide.

        

¡Ya está!

Ahora que ha completado la configuración, puede empezar a añadir las actividades Reconocedor de formularios de Azure a su proyecto.

Próximos pasos

To learn more about the Azure Form Recognizer activities (including example property inputs/outputs), see the Activities page for a complete list of activities and links to the detail pages.