ArcGIS Workflow Manager: Advanced Workflows and Concepts

1. ArcGIS Workflow Manager: Advanced Workflows and Concepts Kevin Bedel & Nishi Mishra

2. Session Topics Overview Configure & Design Notify & Relationships Integrate & Geoprocess ArcGIS Workflow Manager Advanced Workflows and Concepts

3. Overview

4. ArcGIS Workflow Manager A framework for continuous process improvement Plan & Create Execute & Manage Evaluate & Improve ArcGIS Workflow Manager Advanced Workflows and Concepts

5. ArcGIS Workflow Manager Benefits Standards Efficiency Documentation Distributed Enterprise Ready Centralized Consistency Secure Accuracy Automation Quality Integrated Cost-Saver Visualization Usability Productivity Communication ArcGIS Workflow Manager Advanced Workflows and Concepts

6. ArcGIS Platform WorkAnywhere Enterprise Integration Knowledge Workers Executive Access Public Engagement Web GIS ArcGIS - Workflow management GIS Professionals Making Mapping and GIS Available Across Your Organization ArcGIS Workflow Manager Advanced Workflows and Concepts

7. Workflow Manager System Framework Server Web Applications Desktop Administrator Geospatial data ArcGIS Pro Workflow Geodatabase Application ArcGIS Workflow Manager Advanced Workflows and Concepts

8. Anatomy of a job Descriptive Information Activity Log Resource Workflow Geodatabase Version/ Geospatial Data Geographical Area of Interest ArcGIS Workflow Manager Advanced Workflows and Concepts

9. Demo Introduction

10. Demo Scenario • Is vegetation growth encroaching on a rail line? GIS specialist Field crew Survey manager • Create a workflow to • Updateaversioned • Perform field work update a vegetationboundary Vegetationfeature class • Verify job is complete • Notifyfieldcrewsof • Create a job and pendingwork assign it to a GIS specialist • Sendlocationsthat needtobetrimmed (includingdata) ArcGIS Workflow Manager Advanced Workflows and Concepts

11. Configure

12. Workflow Manager Administrator Roles Basic Administrator Workflow Author Workflow Developer ArcGIS Workflow Manager Advanced Workflows and Concepts

13. Basic Administrator SQL ArcGIS Workflow Manager Advanced Workflows and Concepts

14. Workflow Author ArcGIS Workflow Manager Advanced Workflows and Concepts

15. Workflow Developer COM C# Python ArcPy JavaScript ArcGIS Workflow Manager Advanced Workflows and Concepts

16. Designing Workflows Start • Drag-n-drop workflow designer • Step type library • Procedural • Ask question • Run executable • Open file • Launch URL • Custom • Execution paths Check Version Create version Clip Imagery Prepare Documentation Inventory Update Edit Data QC Data Notify ArcGIS Workflow Manager Advanced Workflows and Concepts

17. Designing Workflows Create Workflow Start Check Version Version Exists Version Exists Create version Clip Imagery Prepare Documentation Inventory Update Edit Data QC Data Notify ArcGIS Workflow Manager Advanced Workflows and Concepts

18. Designing Workflows Workflow Configuring Job Types Job Type Maps Properties ArcGIS Workflow Manager Advanced Workflows and Concepts

19. Sharing Workflow Manager Desktop ArcGIS Workflow Manager Advanced Workflows and Concepts

20. Sharing Workflow Manager Server ArcGIS Workflow Manager Advanced Workflows and Concepts

21. Demo Designing Workflows

22. Notify and Relate

23. Notifications Job Spatial Email Alert ArcGIS Workflow Manager Advanced Workflows and Concepts

24. Utilizing Tokens [EMAILOF([JOB:ASSIGNED_TO])] john1234@esri.com ArcGIS Workflow Manager Advanced Workflows and Concepts

25. Token Parsers Job Properties Extended Properties Spatial Notification Tokens System Properties Environment Variables Function ArcGIS Workflow Manager Advanced Workflows and Concepts

26. Advanced Workflow Modeling Child Jobs and Dependencies Collect Data CreateMap ArcGIS Workflow Manager Advanced Workflows and Concepts

27. Advanced Workflow Modeling Child Jobs and Dependencies Create Map Create Map All Jobs Closed Collect Data 1 Collect Data 2 Collect Data 3 ArcGIS Workflow Manager Advanced Workflows and Concepts

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

29. Demo Notifications Tokens Job Relationships

30. Integrate and GeoProcess

31. Integrating Business Data • Business-specific data • One-to-One or One-to-Many relationships • Geodatabase tables • Long integer field joins to job ID Custom Properties Station ID Parcel ID Meter Number Surveyor Info Vessel ID Job Type ArcGIS Workflow Manager Advanced Workflows and Concepts

32. Integrating Business Data Configuring Extended Properties Create table in geodatabase Add as extended property table Configure properties for job type ArcGIS Workflow Manager Advanced Workflows and Concepts

33. Advanced Workflow Modeling Geoprocessing Steps & Tools Provide parameter at runtime Use pre-defined parameters Output automatically drives workflow Invoke geoprocessing services Workflow Manager Tools ArcGIS Workflow Manager Advanced Workflows and Concepts

34. Advanced Workflow Modeling Python API Manage Holds and Dependencies Repoint Map Templates Create Customized Jobs Manage Extended Properties Manage Job Properties Execute Steps Manage Attachments Manage Job Maps Trigger Notifications ArcGIS Workflow Manager: Integrating Geoprocessing into Your Business Processes

35. Advanced Workflow Modeling Python API Configuration, Jobs and Tools Access Configuration and Jobs Edit Jobs Execute ArcGIS Workflow Manager Advanced Workflows and Concepts

36. Demo Extended Properties Integration Geoprocessing

37. Session Recap • Overview • Administrator roles • Design and Configure Workflows • Notifications and Tokens • Advance Job Modeling • Integrating Business Data • Geoprocessing in Workflows • Python API ArcGIS Workflow Manager Advanced Workflows and Concepts

38. Resources • Product Page • http://esri.com/workflowmanager • GeoNet Forums • https://geonet.esri.com/community/gis/solutions/workflow-manager • Training • http://training.esri.com/ ArcGIS Workflow Manager Advanced Workflows and Concepts

39. Sessions and Demonstrations • Esri Production Mapping: Automate Map Production With ArcGIS Workflow Manager • Wednesday, 22 Jul 2015, 3:30pm - 4:15pm • @Demo Theater 9 - Mapping & Visualization • ArcGIS Workflow Manager: An Introduction • Thursday, 23 Jul 2015, 1:30pm - 2:45pm • @ Room 16 B ArcGIS Workflow Manager Advanced Workflows and Concepts

40. Sessions and Demonstrations @ Demo theater 6 - Geodata Island ArcGIS Workflow Manager: Tasks and Enterprise Workflows Tuesday, 21 Jul 2015, 4:30pm - 5:15pm ArcGIS Workflow Manager: Using Custom Properties to Automate Workflows Tuesday, 21 Jul 2015, 5:30pm - 6:15pm ArcGIS Workflow Manager: Integrating Geoprocessing into your Business Processes Thursday, 23 Jul 2015, 10:30am - 11:15am ArcGIS Workflow Manager Advanced Workflows and Concepts

41. Thank you… • Session survey in your mobile app • ArcGIS Workflow Manager: Advanced Workflows and Concepts ArcGIS Workflow Manager Advanced Workflows and Concepts