arcgis workflow manager: advanced workflows and concepts

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

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ArcGIS Workflow Manager: Advanced Workflows and Concepts. Nishi Mishra and Kevin Bedel. Session Topics. Overview. Configure & Design. Notify & Relationships. Integrate & Geoprocess. Overview. What is ArcGIS Workflow Manager ?. Plan & Create. Evaluate & Improve. Execute & Manage. - PowerPoint PPT Presentation

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Page 1: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

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

Page 2: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Session Topics

Overview

Configure&

Design Notify&

Relationships Integrate&

Geoprocess

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 3: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

OverviewOverview

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 4: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

What is ArcGIS Workflow Manager ?

A framework for continuous process improvement

Plan & Create

Execute & ManageEvaluate & Improve

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 5: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

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

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 6: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Workflow Manager System Framework

DesktopAdministrator

Application

WorkflowGeodatabase

Geospatial data

Web Applications

Server

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 7: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Anatomy of a job

DescriptiveInformation

Geodatabase Version/ Geospatial Data

Resource

Geographical Area of Interest

Activity Log

Workflow

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 8: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

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

Introduction

Demo

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 9: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

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

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 10: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

ConfigureConfigure

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 11: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Workflow Manager Administrator Roles

• Basic Administrator- Manage configuration items

• Workflow Author- Designs and authors Workflows

• Workflow Developer- Extends workflow with custom scripts/code

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 12: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Basic Administrator

• Workflows

• Geodatabases

• Security role management

• SQL

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 13: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Workflow Author

• Business domain

• GIS knowledge

• Workflow Manager steps

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 14: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Workflow Developer

• Python and ArcPy

• Building libraries in a COM language

• JavaScript/Flex/Silverlight

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 15: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

• 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

CheckVersion

StartStart

NotifyNotify

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 16: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Designing WorkflowsCreate Step Types

Create versionCreate version Clip ImageryClip Imagery

PreparePrepare

Inventory Update

Inventory Update

DocumentationDocumentation

Edit DataEdit Data QC DataQC Data

CheckVersion

CheckVersion

StartStart

NotifyNotify

ProceduralProcedural

CustomCustom

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 17: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Create versionCreate version

Clip ImageryClip Imagery PreparePrepare

Inventory Update

Inventory Update DocumentationDocumentation

Edit DataEdit Data

QC DataQC Data

CheckVersion

CheckVersion

StartStart

NotifyNotify

Version ExistsVersion ExistsVersion ExistsVersion Exists

Designing WorkflowsCreate Workflow

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 18: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Designing WorkflowsConfiguring Job Types

Job TypeJob Type

ArcGIS Workflow Manager Advanced Workflows and Concepts

WorkflowWorkflow

MapsMaps PropertiesProperties

Page 19: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

• Monitor Progress

• Balance schedule, time and cost

• Evaluate past projects

Reporting

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 20: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Sharing Workflow Manager

DesktopDesktop ServerServer

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 21: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

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

Configuring ArcGIS Workflow Manager

Demo

Designing Workflows

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 22: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Notify & RelateNotify & RelateArcGIS Workflow Manager Advanced Workflows and Concepts

Page 23: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Notifications

ArcGIS Workflow Manager Advanced Workflows and Concepts

SpatialSpatial

Email AlertEmail Alert

JobJob

Page 24: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

[EMAILOF([JOB:ASSIGNED_TO])]

[email protected]@esri.com

Utilizing Tokens

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 25: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Token Parsers

• Job Properties

• Extended Properties

• System Properties

• Function

• Environment variables

• Spatial Notification

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 26: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

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

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 27: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Modeling Relationships Between JobsChild Jobs and Dependencies

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

- Split parent job by geographic area

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 28: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

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

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 29: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

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

NotificationsTokensJob Relationships

Configuring ArcGIS Workflow Manager

Demo

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 30: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Integrate & GeoProcessIntegrate & GeoProcess

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 31: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Integrating Business Data

• Business-specific data

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

Meter Number

Custom Properties

Vessel ID SurveyorInfo

Station IDParcel ID

ArcGIS Workflow Manager Advanced Workflows and Concepts

Job Type

Page 32: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

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

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 33: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Integrating Business DataConfiguring Extended Properties

• Create table in Workflow Manager geodatabase

• Add as an extended property table

• Configure Job Type

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 34: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Advanced Workflow ModelingGeoprocessing (GP) Automation

• Steps- LaunchGPTool step

- ExecuteGPTool step

- Invoke GP services

• Workflow Manager Tools

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 35: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

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

Extended PropertiesIntegrated Geoprocessing

Configuring ArcGIS Workflow Manager

Demo

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 36: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

• Overview

• Design and Configure Workflows

• Notifications

• Advance Job Modeling

• Integrating Business Data

• Geoprocessing in Workflows

Session Recap

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 37: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

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

Page 38: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

• 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?

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 39: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

Esri UC 2014 | Technical Workshop |

Thank you…

• Please fill out the session survey:

Offering ID: 1397

Online – www.esri.com/ucsessionsurveys

Paper – pick up and put in drop box

ArcGIS Workflow Manager Advanced Workflows and Concepts

Page 40: ArcGIS Workflow Manager:  Advanced Workflows and Concepts

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