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ArcGIS Workflow Manager Advanced Workflows and Concepts

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  1. 2013 Esri International User Conference July 8–12, 2013 | San Diego, California Technical Workshop ArcGIS Workflow Manager Advanced Workflows and Concepts Kevin Bedel Nishi Mishra

  2. Session Topics • ArcGIS Workflow Manager Overview • Configuring ArcGIS Workflow Manager • Designing Workflows • Integrating Business Data • Utilizing Tokens • Sending Notifications • Advanced Workflow Modeling • Extending ArcGIS Workflow Manager ArcGIS Workflow Manager Advanced Workflows and Concepts

  3. ArcGIS Workflow Manager Overview ArcGIS Workflow Manager Advanced Workflows and Concepts

  4. 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 ArcGIS Workflow Manager Advanced Workflows and Concepts

  5. Workflow Manager System Framework Web applications Server Web APIs …Standard or higher Desktop Administrator Geospatial Data Application …Standard or higher ArcGIS Workflow Manager Advanced Workflows and Concepts

  6. Demo Intro ArcGIS Workflow Manager Advanced Workflows and Concepts

  7. Scenario – Map Production Workflow • Improve existing business process • Use business information to notify stakeholders • Reduce number of manual steps Type Presentation Name Here

  8. Configuring ArcGIS Workflow Manager ArcGIS Workflow Manager Advanced Workflows and Concepts

  9. Configuring ArcGIS Workflow Manager • Designing workflows • Integrating user and business data • Utilizing tokens • Sending notifications • Advanced workflow modeling ArcGIS Workflow Manager Advanced Workflows and Concepts

  10. Designing Workflows • Drag-n-drop workflow designer • Step type library • Procedural • Ask question • Run executable • Open file • Launch URL • Custom • Execution paths • Workflow integrity rules ArcGIS Workflow Manager Advanced Workflows and Concepts

  11. Designing Workflows Workflow Design Cycle Create step types Create workflow Drag step types into canvas Connect steps using paths Configure step properties and path conditions ArcGIS Workflow Manager Advanced Workflows and Concepts

  12. Designing Workflows Configuring Job Types Choose a workflow Associate maps Set default properties Execute upon creation ArcGIS Workflow Manager Advanced Workflows and Concepts

  13. Sharing Workflow Manager Service • Use Workflow Manager Administrator • Connect to your Workflow Manager geodatabase • Publish as a service • Server Manager for managing services • Connection is published, not the data • Online users can collaborate with desktop users ArcGIS Workflow Manager Advanced Workflows and Concepts

  14. Demo Designing Workflows ArcGIS Workflow Manager Advanced Workflows and Concepts

  15. Integrating User Data • Integrate with Active Directory • Import users and groups from Active Directory • Can repeat to get up-to-date information WMXGroups WMXUsers Technicians Andy Andy Charlotte Jason Jason Managers Charlotte ArcGIS Workflow Manager Advanced Workflows and Concepts

  16. Integrating Business Data • Extended Properties for business-specific data • Bound to an ArcGIS Workflow Manager job • Support for One-to-One or One-to-Many relationships ArcGIS Workflow Manager Advanced Workflows and Concepts

  17. Extended Properties • Stored in separate geodatabase tables • Must contain a long integer field that joins to job ID Jobs Table Extended Property Table ArcGIS Workflow Manager Advanced Workflows and Concepts

  18. Configuring Extended Properties • Create table in Workflow Manager geodatabase • Add as an extended property table using Administrator • Configure Job Type to display the extended properties ArcGIS Workflow Manager Advanced Workflows and Concepts

  19. Utilizing Tokens • Intelligent text substitution (Variables) • For job and system related information • Examples • Job naming schemes and history messages • Queries • Step arguments • Types of Tokens • Job Properties, Extended Properties, System Properties, Functions, Environment Variables [EMAILOF([JOB:ASSIGNED_TO])] [JOBEX:request.Requestor] john43484@esri.com Planning ArcGIS Workflow Manager Advanced Workflows and Concepts

  20. Sending Notifications • Spatial notifications • What’s happening in a certain area • When a change happens to a dataset • When editing outside a certain area • Job notifications • Job events and activities • Important work milestones Data Collection Data Processing GIS Analysts Edit Data and Map Perform Quality Check Manager Create the Final Output ArcGIS Workflow Manager Advanced Workflows and Concepts

  21. Demo Integrating Business Data Extended Properties Tokens Notifications ArcGIS Workflow Manager Advanced Workflows and Concepts

  22. Advanced Workflow Modeling Workflow Automation Embed workflows within a workflow Reusable sequences of steps Automatically executed together ArcGIS Workflow Manager Advanced Workflows and Concepts

  23. Advanced Workflow Modeling Geoprocessing (GP) Automation LaunchGPTool step Provides dialog to provide or override arguments ExecuteGPTool step Doesn’t require user interaction Desktop and Server Integrate ArcGIS or custom GP tools Invoke GP services ArcGIS Workflow Manager Advanced Workflows and Concepts

  24. Advanced Workflow Modeling Integrated Geoprocessing Integrate Workflow Manager GP tools into your models and python scripts Located in Workflow Manager system toolbox ArcGIS Workflow Manager Advanced Workflows and Concepts

  25. Advanced Workflow Modelling Child Jobs and Dependencies Parent/child relationships between jobs Dependencies restrict workflow based on state of another job Combining these concepts allow you to divide work Create Map Create Map All Jobs Closed Collect Data 1 Collect Data 2 Collect Data 3 ArcGIS Workflow Manager Advanced Workflows and Concepts

  26. Advanced Workflow Modelling CreateJobAdvanced step can create child jobs Can also create a dependency Split parent job by geographic area Child Jobs and Dependencies ArcGIS Workflow Manager Advanced Workflows and Concepts

  27. Demo Advanced Workflow Modeling Sub-workflows Integrated Geoprocessing ArcGIS Workflow Manager Advanced Workflows and Concepts

  28. Extending ArcGIS Workflow Manager ArcGIS Workflow Manager Advanced Workflows and Concepts

  29. Extending ArcGIS Workflow Manager Developer Options Extend the workflow Custom steps Extend the User Interface Commands and tools Application panels Job views Custom web viewers ArcGIS Workflow Manager Advanced Workflows and Concepts

  30. Extend the Workflow Custom Steps Encapsulate your business logic within a workflow Can provide UI dialogs to ease step configuration Use COM-compliant language: C#, C++, Java Can execute scripts from a step ArcGIS Workflow Manager Advanced Workflows and Concepts

  31. Extend Desktop User Interface Custom Commands and Tools Add custom commands to the Workflow Manager toolbar Add AOI tools to the Workflow Manager AOI tab Update configuration file to deploy ArcGIS Workflow Manager Advanced Workflows and Concepts

  32. Extending Desktop UI Custom Job Panels Custom Job Panel adds a new tab in Job View Tied to a specific job Display custom business information Your Tab Here ArcGIS Workflow Manager Advanced Workflows and Concepts

  33. Custom Web Applications • Source code is provided for out-of-the-box viewers • Can also create custom viewers • JavaScript, Flex and Silverlight APIs ArcGIS Workflow Manager Advanced Workflows and Concepts

  34. Demo Extending ArcGIS Workflow Manager Custom Steps ArcGIS Workflow Manager Advanced Workflows and Concepts

  35. Session Recap • ArcGIS Workflow Manager Overview • Configuring ArcGIS Workflow Manager • Designing Workflows • Integrating Business Data • Utilizing Tokens • Sending Notifications • Advanced Workflow Modelling • Extending ArcGIS Workflow Manager ArcGIS Workflow Manager Advanced Workflows and Concepts

  36. 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/forums/71-Workflow-Manager ArcGIS Workflow Manager Advanced Workflows and Concepts

  37. Where to find us? • Esri Showcase • Today until 6:00, Tomorrow 9:00 – 1:30 • Geodatabase Management and Web & Server GIS Islands • ArcGIS Workflow Manager - An Introduction • Tomorrow 8:30 – 9:45 • Room 14A • ArcGIS Workflow Manager for Server - Understanding the Web APIs • Tomorrow 11:00 – 11:30 • Web & Server GIS Demo Theater ArcGIS Workflow Manager Advanced Workflows and Concepts

  38. Thank you… Please fill out the session evaluation Offering ID: 1352 Online – www.esri.com/ucsessionsurveys Paper – pick up and put in drop box ArcGIS Workflow Manager Advanced Workflows and Concepts

  39. ArcGIS Workflow Manager Advanced Workflows and Concepts