ArcGIS Workflow Manager: Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

ArcGIS Workflow Manager: Advanced Workflows and ConceptsNishi Mishra and Kevin Bedel

Session Topics

Overview

Configure&

Design Notify&

Relationships Integrate&

Geoprocess

ArcGIS Workflow Manager Advanced Workflows and Concepts

OverviewOverview

What is ArcGIS Workflow Manager ?

A framework for continuous process improvement

Plan & Create

Execute & ManageEvaluate & Improve

ArcGIS Supports the Enterprise

Making Mapping and GIS Available Across Your Organization

Transforming the Role of GIS

ArcGIS- Workflow management

Knowledge Workers

GIS Professionals

WorkAnywhere

PublicEngagement

Executive Access

EnterpriseIntegration

Workflow Manager System Framework

DesktopAdministrator

Application

WorkflowGeodatabase

Geospatial data

Web Applications

Server

Anatomy of a job

DescriptiveInformation

Geodatabase Version/ Geospatial Data

Resource

Geographical Area of Interest

Activity Log

Workflow

Esri UC 2014 | Technical Workshop |Esri UC 2014 | Technical Workshop |

Introduction

Demo Scenario

Survey manager

• Create a workflow to update a vegetationboundary

• Create a job and assign it to a GIS specialist

GIS specialist

• Update a versioned Vegetation feature class

• Notify field crews of pending work

• Send locations that need to be trimmed (including data)

Field crew

• Perform field work

• Verify job is complete

ConfigureConfigure

Workflow Manager Administrator Roles

• Basic Administrator- Manage configuration items

• Workflow Author- Designs and authors Workflows

• Workflow Developer- Extends workflow with custom scripts/code

Basic Administrator

• Workflows

• Geodatabases

• Security role management

• SQL

Workflow Author

• Business domain

• GIS knowledge

• Workflow Manager steps

Workflow Developer

• Python and ArcPy

• Building libraries in a COM language

• JavaScript/Flex/Silverlight

• Drag-n-drop workflow designer

• Step type library- Procedural

- Ask question

- Run executable

- Open file

- Launch URL

- Custom

• Execution paths

Designing Workflows

Create versionCreate version

Clip ImageryClip Imagery PreparePrepare

Inventory Update

Inventory Update DocumentationDocumentation

Edit DataEdit Data

QC DataQC Data

CheckVersion

StartStart

NotifyNotify

Designing WorkflowsCreate Step Types

Create versionCreate version Clip ImageryClip Imagery

PreparePrepare

Inventory Update

DocumentationDocumentation

Edit DataEdit Data QC DataQC Data

CheckVersion

StartStart

NotifyNotify

ProceduralProcedural

CustomCustom

Create versionCreate version

Clip ImageryClip Imagery PreparePrepare

Inventory Update

Inventory Update DocumentationDocumentation

Edit DataEdit Data

QC DataQC Data

CheckVersion

StartStart

NotifyNotify

Version ExistsVersion ExistsVersion ExistsVersion Exists

Designing WorkflowsCreate Workflow

Designing WorkflowsConfiguring Job Types

Job TypeJob Type

WorkflowWorkflow

MapsMaps PropertiesProperties

• Monitor Progress

• Balance schedule, time and cost

• Evaluate past projects

Reporting

Sharing Workflow Manager

DesktopDesktop ServerServer

Configuring ArcGIS Workflow Manager

Designing Workflows

Notify & RelateNotify & RelateArcGIS Workflow Manager Advanced Workflows and Concepts

Notifications

SpatialSpatial

Email AlertEmail Alert

JobJob

[EMAILOF([JOB:ASSIGNED_TO])]

john43484@esri.comjohn43484@esri.com

Utilizing Tokens

Token Parsers

• Job Properties

• Extended Properties

• System Properties

• Function

• Environment variables

• Spatial Notification

Advanced Workflow ModelingChild Jobs and Dependencies

• Parent/child relationships between jobs

• Dependencies restrict workflow based on state of another job

Create Map

Collect Data 1

Create Map

Collect Data 2

Collect Data 3

All Jobs Closed

Modeling Relationships Between JobsChild Jobs and Dependencies

• CreateJobAdvanced step can create child jobs- Can also create a dependency

- Split parent job by geographic area

Integrating User Data

• Integrate with Active Directory- Import users and groups from Active Directory

- Can repeat to get up-to-date information

WMXUsersWMXUsers

AndyAndy

CharlotteCharlotte

JasonJason

WMXGroupsWMXGroups

TechniciansTechnicians

AndyAndy

JasonJason

ManagersManagers

CharlotteCharlotte

NotificationsTokensJob Relationships

Integrate & GeoProcessIntegrate & GeoProcess

Integrating Business Data

• Business-specific data

• One-to-One or One-to-Many relationships

Meter Number

Custom Properties

Vessel ID SurveyorInfo

Station IDParcel ID

Job Type

Extended Properties

• Separate geodatabase tables

• Long integer field joins to job ID

job_id job_name …

1 JOB_1

22 JOB_22 JobID Requestor …

22 Planning

1 Zoning

Jobs Table

Extended Property Table

Integrating Business DataConfiguring Extended Properties

• Create table in Workflow Manager geodatabase

• Add as an extended property table

• Configure Job Type

Advanced Workflow ModelingGeoprocessing (GP) Automation

• Steps- LaunchGPTool step

- ExecuteGPTool step

- Invoke GP services

• Workflow Manager Tools

Extended PropertiesIntegrated Geoprocessing

• Overview

• Design and Configure Workflows

• Notifications

• Advance Job Modeling

• Integrating Business Data

• Geoprocessing in Workflows

Session Recap

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

• Esri Showcase- Today until 1:30 PM

- Geodatabase Management and Web & Server GIS Islands

• ArcGIS Workflow Manager - Integrating Geoprocessing into Your Business Processes - Today 12:30 – 1 PM

- Geodatabase Demo Theater

Where to find us?

Thank you…

• Please fill out the session survey:

Offering ID: 1397

Online – www.esri.com/ucsessionsurveys

Paper – pick up and put in drop box

Esri UC 2014 | Technical Workshop | ArcGIS Workflow Manager Advanced Workflows and Concepts

ArcGIS Workflow Manager: Advanced Workflows and Concepts

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