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ArcGIS Workflow Manager An Introduction

July 24, 2012. ArcGIS Workflow Manager An Introduction. Kevin Bedel Nishi Mishra. Session Topics. Introduction to ArcGIS Workflow Manager Defining and executing workflows Integrating workflows with ArcGIS Tracking and reporting progress Demonstrations Questions. Introduction.

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ArcGIS Workflow Manager An Introduction

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  1. July 24, 2012 ArcGIS Workflow ManagerAn Introduction Kevin Bedel Nishi Mishra

  2. Session Topics • Introduction to ArcGIS Workflow Manager • Defining and executing workflows • Integrating workflows with ArcGIS • Tracking and reporting progress • Demonstrations • Questions

  3. Introduction

  4. What is ArcGIS Workflow Manager • Enterprise workflow management application • Manages organization-wide projects • Integrates GIS and non-GIS workflows

  5. What is ArcGIS Workflow Manager Allows users to: • Plan and create workflows efficiently • Execute and manage standardized workflows • Evaluate and improve performance continuously Plan & Create Evaluate & Improve Execute & Manage A framework for continuous process improvement

  6. Workflow Manager System Framework Web applications Server Web APIs …Standard or higher Desktop Administrator Geospatial Data Geodatabase Application …Standard or higher

  7. Defining your Business Processes

  8. Defining Workflows • How do I “model” my business processes? • Using 3 steps • Outline steps to represent activities • Connect steps with paths to define the flow • Update step and path properties to improve efficiency

  9. Outline Steps • Break down business process into activities • Translate activities into workflow and step types Collect data Load Data Edit Data and Map Perform Quality Check Create Output

  10. Connect Steps • Steps are connected by defining their paths • Paths can be conditional • Document Collect data Step Path Load Data Edit Data and Map Perform Quality Check Create Output

  11. Update Step and Path Properties • Preset default behavior on steps and paths Edit Data and Map Perform Quality Check

  12. Workflows

  13. Utilizing your Business Processes

  14. Executing Workflows • How do I make these processes operational? • Associate workflow to job type • Create a job (an instance of the workflow) • Examples: • Evaluate a new development plan • Create a 1:50,000 scale map product for a specific area

  15. Accessing Jobs • Queries • Search • List / Map view

  16. Components of a Job Descriptive Information Resource Activity Log Workflow Geographical Area of Interest Geodatabase Version

  17. Job Component: Descriptive Information Standard Name, due date, priority, etc. Extended Custom, business specific For e.g. Plan Number, Department, Permit ID

  18. Attachments and Notes Attachments Files supporting a job Notes Free form text Miscellaneous information

  19. Job Component: Resource Assign resource to job or individual step User Group User can belong to multiple groups GIS Analyst Jim Smith QC Analyst Collect data Load Data Edit Data and Map Cartographer Cartographer Perform Quality Check Create Output

  20. Application Privileges • Enables access to functionality • Examples: • Create Job • Assign Job • Delete Job • User group links privileges and user User Group Privilege belongs to contains

  21. Job Component: Area of Interest Spatial component of job Defines work location for users Can restrict edits to given area

  22. Step Descriptions • Documents the current task • HTML-based • Link to any URL or design your own

  23. Workflow Execution Tools Tools to navigate and execute workflow Progression defined via Paths and Step Properties Branching Required steps Automatically executed steps Automatic reassignment of job

  24. Holds and Dependencies Holds Suspension of job Prevents step execution Dependencies Restricts job execution Models relationships between jobs Collect data Load Data Edit Data and Map Perform Quality Check ! HOLD for Resource Create Output

  25. Job Management

  26. Integrating ArcGIS with your Business Processes

  27. ArcGIS in your Business Processes • Manage your geodatabase • Versioning • Standardized editing • Automate advanced GIS tasks • Batch execution • Create map templates

  28. Version Management • Automate version creation • Associate version with task/job • Automate clean up of unused versions

  29. Data Management • Access data from multiple geodatabases • Control user access to database • Associate editing version with job • Simplify user experience when working with versions … access the right data at the right time

  30. Map Document Management • Associated and persisted with job • Predefined layers and symbology • Shared by all users working on the job

  31. ArcMap Integration • Step to launch ArcMap in preconfigured state • Predefined layers and symbology • Zooms to job’s area of interest • Load Task Assistant Manager documents

  32. Task Assistant Manager • Standardize steps in ArcMap • Promotes sharing of knowledge • Communicate best practices • Automated tasks • Provides consistency and efficiency

  33. ArcMap Integration • Access to entire workflow within ArcMap • Manage steps • Set current job • Use Job Information window to • Update properties • Add notes, attachments • Execute current steps • View history

  34. Feature Tracking • Extends geodatabase archiving • Investigate edits that happened on jobs • Revert changes to features

  35. Geoprocessing Tools • Step to launch geoprocessing tools • Automation • Standardization • Increased productivity • Workflow Manager Toolbox

  36. ArcGIS Integration

  37. Tracking your Work Progress

  38. Why Track Progress? • Enhance communication • Route work to appropriate resource • Identify problem spots within workflow • Provide real time status to stakeholders

  39. Notification • Email notifications • Job action • Job Created • Job Assigned • Workflow step • Fully configurable Collect data Load Data GIS Analysts Edit Data and Map Perform Quality Check Manager Create Output

  40. Spatial Notifications • Triggered by feature edits • Create rules for changes to: • Feature class • Features • Geographic area

  41. Job Component: History • What’s happened on this job? • Tagged with user and date • Supplemented with user input

  42. Reporting Job Information • Report on resource allocation, job status, etc. • Information stored in central geodatabase • Present contents of repository using: • Built-in reports • Web charts • 3rd party reporting

  43. Tracking and Notification

  44. Summary The right work, completed the right way, by the right person, at the right time Translate business objectives into practices Integrate business systems Effectively manage projects and resources Streamline and automated production processes Plan & Create Evaluate & Improve Execute & Manage

  45. Where We Are • Geodatabase Management and Web Islands • Today until 6:00 pm • Tomorrow 9:00 am – 6:00 pm • Thursday 9:00 am - 1:30 pm

  46. Other Sessions • Workflow Manager: Advanced workflows and concepts • Thursday 1:30 – 2:45 in Room 04 • Demo Theaters • Understanding the ArcGIS Workflow Manager Web APIs • Integrating GIS Workflows with other Business Systems Using ArcGIS Workflow Manager • Extending the ArcGIS Workflow Manager Sample Web Applications • Leveraging Geoprocessing inside your workflows using ArcGIS Workflow Manager • Managing a distributed workforce with ArcGIS Workflow Manager • Working with ArcGIS Workflow Manager Administrator Utilities

  47. Resources • Product Page • http://esri.com/workflowmanager • Resource Center • http://resources.arcgis.com/en/communities/workflow-manager/ • Training • http://training.esri.com/ • Forums • http://forums.arcgis.com/

  48. Steps to evaluate UC sessions • My UC Homepage > “Evaluate Sessions” • Choose session from planner OR • Search for session www.esri.com/ucsessionsurveys

  49. Thank you for attending • Have fun at UC2012 • Open for Questions • Please fill out the evaluation: • www.esri.com/ucsessionsurveys • First Offering ID: 635 • Second Offering ID: 948

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