Configuration

Vue d'ensemble (Overview)

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.

Pour générer une clé d'abonnement et permettre aux autres activités d'envoyer avec succès des requêtes aux opérations de l'API Reconnaissance de formulaires, vous devez remplir les conditions préalables et suivre les étapes suivantes :

1. Créer une ressource Azure de reconnaissance de formulaires

2. Créer et télécharger un ensemble de données d'entraînement

3. Obtenir la signature d'accès partagé

4. Construisez votre projet

   

1. Create a Form Recognizer Azure resource

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

Remarque :

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).

Lorsque votre ressource Form Understanding a terminé le déploiement :

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. Remarque :

   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.

Remarque :

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).

Après avoir créé votre conteneur :

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.

Pour obtenir l'URI du conteneur :

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. Cliquez sur Créer (Create).

7. Remarque :

   the URI value.

   

4. Construisez votre projet

1. Créez un nouveau projet d'automatisation.

   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. Cliquez sur Créer (Create).

      

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.

        

Vous avez terminé !

Maintenant que vous avez terminé la configuration, vous pouvez commencer à ajouter les activités Azure Form Understanding à votre projet.

Prochaines étapes

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.