# Sherpa RPA
The Sherpa RPA platform is designed for automating routine business processes using software Robots.
**RPA (Robotic Process Automation)** is a technology for automating business processes that uses customizable software Robots.
**Software Robot** is a program capable of performing standard and repetitive operations that are typically carried out by employees using a keyboard, screen, and mouse.
**Software Robot** **(Sherpa Robot)** works with any systems on a computer through graphical and command interfaces or direct calls to applications (office and accounting, web resources, databases, email services, etc.), and also utilizes third-party image recognition technologies (OCR - Optical Character Recognition), speech analysis and synthesis, artificial intelligence, and machine learning.
## **Advantages of Using the Sherpa RPA Platform**
**Cost and Time Savings**
The Sherpa RPA platform allows for savings in costs and time by delegating routine business processes to software Robots.
**Ease of Implementation**
The Sherpa RPA platform does not require significant changes to the technological infrastructure.
**Ease of Use of the Platform**
The Sherpa RPA platform provides the ability to create software Robots without writing code using a graphical editor (in No-code mode), as well as to create software Robots using a Low-Code editor.
**Cross-Platform Compatibility**
The Sherpa RPA platform supports the creation and operation of software Robots on both Windows and Linux operating systems.
**Import Substitution**
The Sherpa RPA platform consists of registered and authorized components of Russian software.
## **Areas of Use for the Sherpa RPA Platform**
**Accounting**
* Optimization of the preparation of acts and invoices;
* Optimization of account reconciliation;
* Optimization of report generation;
* Automation of data entry from primary documents;
* Robotization of transaction processing;
* Optimization of financial report preparation.
**Human Resources and HR Management**
* Optimization of hiring and termination processes;
* Optimization of preparing work accounts for new employees;
* Robotization of order and certificate processing.
**Software Development and Testing**
* Data preparation for testing;
* Automation of testing;
* Increased speed of data analysis.
**Technical and Customer Support**
* Registration of incoming requests;
* Classification of incoming requests;
* Monitoring of request fulfillment;
* Analytics of incoming customer requests;
* Improvement of customer service quality.
**Administration and Document Management**
* Optimization of financial document flow;
* Optimization of working with bank statements;
* Optimization of working with estimates;
* Robotization of departmental reports;
* Robotization of interactions with supervisory and government bodies;
* Registration and accounting of incoming documents and requests;
* Monitoring of document approvals;
* Automation of contract compliance checks with regulations.
**Sales and Procurement**
* Optimization of price monitoring and management;
* Optimization of inventory management in warehouses and marketplaces;
* Optimization of interactions with banks;
* Generation of purchase requests;
* Verification of procurement documentation;
* Increased speed of market analysis;
* Collection and comparison of offers;
* Automation of order processing;
* Synchronization of customer data in enterprise systems.
**Manufacturing**
* Optimization of production planning;
* Automation of quality control in manufacturing;
* Optimization of supply chain management processes.
## Components of the Sherpa RPA Platform
The Sherpa RPA platform consists of the following components:
* [**Sherpa Designer**](https://docs.sherparpa.ru/en/sherpa-rpa/sherpa-designer) **(Designer)** — is a visual development environment for software Robots. This is where the business process script for Robot execution is created. The script for the Robot is created as a sequence of actions from a wide palette of ready-made [Blocks](https://docs.sherparpa.ru/en/sherpa-rpa/sherpa-designer/spravochnik-blokov) or automatically using the [action recording tool](https://docs.sherparpa.ru/en/sherpa-rpa/sherpa-designer/rabota-v-sherpa-designer/osnovnoe-menyu/panel-razrabotka/menyu-zapis/zapis-deistvii-polzovatelya) for the User.
* [**Sherpa Robot**](https://docs.sherparpa.ru/en/sherpa-rpa/sherpa-robot-i-sherpa-assistant) **(Robot)** – is an agent program that takes business process scripts as input and executes the specified actions. Sherpa Assistant is used to manage Robots on a local machine.
* [**Sherpa Assistant**](https://docs.sherparpa.ru/en/sherpa-rpa/sherpa-robot-i-sherpa-assistant) **(Assistant)** — is an agent program for executing projects created in Sherpa Designer. This application allows you to run, view the list, manage the execution, and schedule business process execution.
* [**Sherpa IDP**](https://docs.sherparpa.ru/en/sherpa-rpa/shablonizator) **(Template Creator)** — is a template creation tool (visual editor). The Template Creator is not tied to any cloud services and is included in the package.
* [**Sherpa Orchestrator**](https://github.com/KonstantinMastak/SherpaDocs/blob/main/En/sherpa-rpa/sherpa-orchestrator/README.md) **(Orchestrator)** — is a tool for centralized connection and management of software Robots created on the Sherpa RPA Platform. It manages Robots, determines their status, assigns different Tasks to different Robots, organizes task execution queues, and monitors their execution.
A typical folder with a Robot project looks like this:
There are three types of Robot files:
* A file with the extension **.sherpa** – the main project file. To edit the project in the Designer, you need to select a file with this extension.
* Files with the extension **.process** – diagrams of specific Processes that make up the project.
> A fully assembled and debugged Robot does not need files with the extensions .sherpa and .process, as they are only needed during the development stage.
* A file with the extension **.robot** – the final file representing the assembled Robot. To obtain this file, you need to use the "Publish" (Robot) function, during which all source files are compiled into one final file. This file is fed into the execution program Sherpa Robot.
## System Requirements for Installing Components of the **Sherpa RPA** Platform
### System Requirements for Installing **Sherpa Designer**
| **Minimum System Requirements:** | **Recommended System Requirements:** |
| ------------------------------------------------------------------------- | -------------------------------------------------------------------------- |
| Operating System: Windows 10 and above or Windows Server 2008R2 and above | Operating System: Windows 10 / Windows 11 or Windows Server 2012 and above |
| Processor: 3GHz x 2 cores | Processor: 3GHz x 4 cores |
| RAM: 4 GB | RAM: 6 GB |
| Microsoft .NET Framework 4.8+ PowerShell 5.1+ | Microsoft .NET Framework 4.8+ PowerShell 5.1+ |
### System Requirements for Installing **Sherpa** Robot
| **Minimum System Requirements:** | Recommended System Requirements: |
| ------------------------------------------------------------------------- | -------------------------------------------------------------------------- |
| Operating System: Windows 10 and above or Windows Server 2008R2 and above | Operating System: Windows 10 / Windows 11 or Windows Server 2012 and above |
| Processor: 3GHz x 2 cores | Processor: 3GHz x 4 cores |
| RAM: 4 GB | RAM: 6 GB |
| Microsoft .NET Framework 4.8+ PowerShell 5.1+ | Microsoft .NET Framework 4.8+ PowerShell 5.1+ |
### Server Requirements for Installing Sherpa Orchestrator
| **System Requirements for up to 100 licenses:** | **System Requirements for 100 to 1000 licenses:** |
| ---------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| Processor: 3GHz x 2 cores | Processor: 3GHz x 8 cores |
| RAM: 8 GB | RAM: 16 GB |
| SSD: 100 GB free space | SSD: 100 GB free space |
| CentOS / Ubuntu / Debian / RedOS / Astra Linux, etc.\* | CentOS / Ubuntu / Debian / RedOS / Astra Linux, etc.\* |
| Docker 22+\*\* | Docker 22+\*\* |
| Ports: 80, 443 (with the ability to forward to the container when using installation via Docker container) | Ports: 80, 443 (with the ability to forward to the container when using installation via Docker container) |
| Access to the server via SSH / sFTP during installation, configuration, and debugging | Access to the server via SSH / sFTP during installation, configuration, and debugging |
\* For clarification of the minimum version of a specific distribution, please contact [technical support](https://sherparpa.ru/knowledge/kontakty/). It is possible to use on a virtual server, VPS based on virtualization tools that support Docker.
\*\*It is recommended to install using a Docker container, however, installation without a Docker container directly on the operating system is also possible. It is possible to use on a virtual server or VPS based on virtualization tools that support Docker.
### System Requirements for Sherpa RPA for Linux
| **Minimum System Requirements:** | **Recommended System Requirements:** |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Operating System:
- Astra Linux Common Edition 2.12.46.6;
- Alt Linux Workstation 10.3 SP1;
- RedOS 7.3;
- OSNOVA 6.0
| Operating System:
- Astra Linux Common Edition 2.12.46.6 and above;
- Alt Linux Workstation 10.3 SP1 and above;
- RedOS 7.3 and above;
- OSNOVA 6.0 and above
|
| Processor: 3GHz x 2 cores | Processor: 3GHz x 4 cores |
| RAM: 4 GB | RAM: 6 GB |
| Microsoft .NET 8;
Powershell 7.2
| Microsoft .NET and above;
Powershell 7.2 and above
|