ArcGIS Workflow Manager An Introduction Michael Broadbent and William Moreland
ArcGIS Workflow ManagerAn Introduction
Michael Broadbent and William Moreland
Our plan today
• Definition of workflow• Importance of standardizing GIS and non-GIS workflows• ArcGIS Workflow Manager allows you
- Configure- Organize - Centralize- Execute Workflows
• Additional Resources
ArcGIS Workflow Manager: An Introduction
WorkflowDefinition
• A workflow is a sequence of steps that a piece of work has to pass from initiation to completion.
What is a Workflow?
Planning
ArcGIS Workflow Manager: An Introduction
• A workflow is a sequence of steps that a piece of work has to pass from initiation to completion.
What is a Workflow?
Planning Forest Management
ArcGIS Workflow Manager: An Introduction
• A workflow is a sequence of steps that a piece of work has to pass from initiation to completion.
What is a Workflow?
Planning Forest Management Crime Analysis
ArcGIS Workflow Manager: An Introduction
• A workflow is a sequence of steps that a piece of work has to pass from initiation to completion.
What is a Workflow?
Planning Forest Management Crime Analysis Emergency Management
ArcGIS Workflow Manager: An Introduction
• A workflow is a sequence of steps that a piece of work has to pass from initiation to completion.
What is a Workflow?
Planning Forest Management Crime Analysis Emergency Management
Human Health
ArcGIS Workflow Manager: An Introduction
Are your workflows automated and documented today?
ArcGIS Workflow Manager: An Introduction
Common Methods of Managing Work
• Individual approach• Mock-up workflows• Whiteboards• Ticketing systems• Spreadsheets
ArcGIS Workflow Manager: An Introduction
Benefits of Work Management
AutomateEfficient
Accurate
Consistent
Cost-Saver
CentralizeQuality
Productivity
Integrated
CommunicationEnterprise
Collaborative
Consolidated
Distributed
Flexible
ArcGIS Workflow Manager: An Introduction
What is ArcGIS Workflow Manager?
A framework for operational efficiency
Configure & Create
Execute & ManageEvaluate & Improve
ArcGIS Workflow Manager: An Introduction
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: An Introduction
DesktopAdministrator
Application
WorkflowGeodatabase
Geospatial data
Web Applications
Server
System Framework
ArcGIS Workflow Manager: An Introduction
Key Features
Graphical Representation
Data Entry Form
Identity Based Access
User Reassignment
Report Generation
Document Integration
Geospatial Integration
Email Notifications
….and more
Workflow Management System
ArcGIS Workflow Manager: An Introduction
• Document and automate processes
• Graphical representation of the work- Canvas with shapes
• Organized as Jobs- Create data packet for field data collection- Updating data for vegetation boundaries
Workflows
ArcGIS Workflow Manager: An Introduction
Anatomy of a Job
DescriptiveInformation
Geodatabase Version/ Geospatial Data
Resource
Geographical Area of Interest
Activity Log
Workflow
ArcGIS Workflow Manager: An Introduction
Anatomy of a Workflow
Create version
Clip Imagery Prepare
Inventory Update Documentation
Edit Data
QC Data
CheckVersion
Start
Notify
Starting stepStep
Path Conditional path
Concurrent steps
End step
Merge Point (Dependence)
ArcGIS Workflow Manager: An Introduction
• Automatically route work• Target specific groups• Varying staff skills• Manage large workforces
Workflow Assignment
Prepare
Documentation
Edit Data
QC Data
Notify
QA team
Technical Writer
Editing team
ArcGIS Workflow Manager: An Introduction
Default and Custom Properties
Owner
Default Properties
Assignee
PriorityData
Dates
ArcGIS Workflow Manager: An Introduction
Default and Custom Properties
Owner
Default Properties
Assignee
PriorityData
Dates Meter Number
Custom Properties
Vessel ID SurveyorInfo
Station IDParcel ID
ArcGIS Workflow Manager: An Introduction
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: An Introduction
Identity Stores and Credentials
• Operating System Users- Active directory- Manual entry
• ArcGIS Online/Portal Users
ArcGIS Workflow Manager: An Introduction
• Control User actions- Creating jobs- Assigning jobs- Closing jobs
• Show/hide functionality- History- Map view tab- Reports
Application Access Control
Quality TeamGIS Managers GIS Analysts
ArcGIS Workflow Manager: An Introduction
Client Applications
ArcGIS Pro ArcMap Workflow Manager
Web Apps
ArcGIS Workflow Manager: An Introduction
Client Applications
Web Apps
ArcGIS Pro ArcMap Workflow Manager
ArcGIS Workflow Manager: An Introduction
• Is vegetation growth encroaching on a rail line?
Software Demonstration
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: An Introduction
Key Features
• Spatial orientation of all work• Restrict work to a spatial extent
Geographic Area of Interest
ArcGIS Workflow Manager: An Introduction
GeoprocessingLaunch GP Step Type
DataProcessing
Spatial Analysis
Clip data Check out/in data
Spatial overlayCalculate field
Check In Replica
More Edits?
Clean Up
ArcGIS Workflow Manager: An Introduction
• Automate version management- Create version per job/user- Reconcile and post changes
Version Management
ArcGIS Workflow Manager: An Introduction
• Automate version management- Create version per job/user- Reconcile and post changes- Cleanup versions
Version Management
ArcGIS Workflow Manager: An Introduction
Tasks
• Repeatable interactive workflows
• Represent a micro level workflow in Pro
• Integrates with Workflow Manager- Support macro level workflows- Associate task with many users- Ensures consistency across organizations
ArcGIS Workflow Manager: An Introduction
Tasks and Workflow ManagerMicro and Macro workflows
• Tasks are tailored for GIS tasks
• Workflows are enterprise wide
• Allows multiple sessions
• The right tool in the right time
Prepare
Documentation
Edit Data
QC Data
Notify
QA Task
Editing Task
ArcGIS Workflow Manager: An Introduction
• Step to open a map in preconfigured state- Predefined layers and cartography in 2D and 3D- Zooms to job’s area of interest- Update layer source
Map Management
ArcGIS Workflow Manager: An Introduction
• Is vegetation growth encroaching on a rail line?
Software Demonstration
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: An Introduction
Key Features
Offline Jobs
• Consistent workflows across organizations is key!• Provide documentation for staff in and around • Support remote staff
Job Name: 1202 Job Name: 1202Workflow Manager
Repository
Take job offline. User working with job in disconnected mode
Bring job online. Changes made offline are checked in.
ArcGIS Workflow Manager: An Introduction
• Attachments are key- Linked to existing DMS- Linked to existing website- Embed in workflow database
Document Management
ArcGIS Workflow Manager: An Introduction
• Job Notifications- Assign Job- Create Job- Close Job
• Workflow Notifications- QC step alert- Data received
• Spatial Notifications- Feature modification
Alerts and Notifications
ArcGIS Workflow Manager: An Introduction
• One stop shop for all job information• Built-in reporting capabilities• Database tables
- Support additional reporting tools
Reports
ArcGIS Workflow Manager: An Introduction
• Non-GIS staff• Ready to use web apps
- No programming
Enterprise Offering
ArcGIS Workflow Manager: An Introduction
ExtensibilityDeveloper Options
• Integrate with other systems- Extended Properties- Desktop APIs- Web APIs
• Dashboards for GIS Work
ArcGIS Workflow Manager: An Introduction
• Is vegetation growth encroaching on a rail line?
Software Demonstration
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
Survey manager
• Create a workflow to update a vegetationboundary
• Create a job and assign it to a GIS specialist
ArcGIS Workflow Manager: An Introduction
Key Features
Your Next Steps
ArcGIS Workflow Manager: An Introduction
Prepare workflow geodatabase
• Import users and templates
Manage user access
• Add users to groups
• Assign privileges to groups
Configure Business process
• Author workflows and job types
• Configure notifications
Deploy to all users
• Install and share connection
ArcGIS Workflow Manager: An Introduction
Workflow Manager to automate and document your workflows!
ArcGIS Workflow Manager: An Introduction
Resources
• Geonet- https://geonet.esri.com/community/gis/solutions/workflow-manager
• Product Page- http://esri.com/workflowmanager
• Training- http://training.esri.com/
ArcGIS Workflow Manager: An Introduction