arcgis workflow manager: an introduction · 2015-07-30 · prepare workflow geodatabase • import...
TRANSCRIPT
![Page 1: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/1.jpg)
ArcGIS Workflow Manager: An Introduction
Tope Bello and Michael Broadbent
![Page 2: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/2.jpg)
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
![Page 3: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/3.jpg)
• 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
![Page 4: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/4.jpg)
Are your workflows automated and documented today?
![Page 5: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/5.jpg)
Common Methods of Managing Work
• Individual approach• Mock-up workflows• Whiteboards• Ticketing systems• Spreadsheets
ArcGIS Workflow Manager: An Introduction
![Page 6: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/6.jpg)
Benefits of Work Management
Automate
Efficient
Accurate
Consistent
Cos
t-S
aver
CentralizeQuality
Integrated
Inte
gra
ted
Effi
cien
t
Acc
ura
te
Ente
rpri
se
Collaborative
Consolidated
Dis
trib
ute
d
Flexible
ArcGIS Workflow Manager: An Introduction
![Page 7: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/7.jpg)
What is ArcGIS Workflow Manager?
A framework for operational efficiency
Configure & Create
Execute & ManageEvaluate & Improve
![Page 8: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/8.jpg)
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
![Page 9: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/9.jpg)
DesktopAdministrator
Application
WorkflowGeodatabase
Geospatial data
Web Applications
Server
System Framework
![Page 10: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/10.jpg)
Workflow Manager Administrator Roles
• Basic Administrator- Manage configuration items
• Workflow Author- Designs and authors Workflows
• Workflow Developer- Extends workflow with custom scripts/code
![Page 11: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/11.jpg)
Key Features
ArcGIS Workflow Manager: An Introduction
![Page 12: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/12.jpg)
Graphical Representation
Data Entry Form
Identity Based Access
User Reassignment
Report Generation
Document Integration
Geospatial Integration
Email Notifications
….and more
Workflow Management System
![Page 13: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/13.jpg)
• 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
![Page 14: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/14.jpg)
Anatomy of a Job
DescriptiveInformation
Geodatabase Version/ Geospatial Data
Resource
Geographical Area of Interest
Activity Log
Workflow
![Page 15: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/15.jpg)
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)
![Page 16: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/16.jpg)
• 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
![Page 17: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/17.jpg)
Default and Custom Properties
Owner
Default Properties
Assignee
PriorityData
Dates Meter Number
Custom Properties
Vessel ID SurveyorInfo
Station IDParcel ID
![Page 18: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/18.jpg)
Identity Stores and Credentials
• Operating System Users- Active directory- Manual entry
• ArcGIS Online/Portal Users
ArcGIS Workflow Manager: An Introduction
![Page 19: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/19.jpg)
• 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
![Page 20: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/20.jpg)
• 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
![Page 21: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/21.jpg)
Key Features…..continued
ArcGIS Workflow Manager: An Introduction
![Page 22: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/22.jpg)
Client Applications
ArcGIS Pro ArcMap Workflow Manager
Web Apps
ArcGIS Workflow Manager: An Introduction
![Page 23: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/23.jpg)
Client Applications
Web Apps
ArcGIS Pro ArcMap Workflow Manager
ArcGIS Workflow Manager: An Introduction
![Page 24: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/24.jpg)
• Spatial orientation of all work• Restrict work to a spatial extent
Geographic Area of Interest
![Page 25: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/25.jpg)
GeoprocessingLaunch GP Step Type
DataProcessing
Spatial Analysis
Clip data Check out/in data
Spatial overlayCalculate field
Check In Replica
More Edits?
Clean Up
![Page 26: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/26.jpg)
• Automate version management- Create version per job/user- Reconcile and post changes- Cleanup versions
Version Management
![Page 27: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/27.jpg)
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
![Page 28: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/28.jpg)
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
![Page 29: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/29.jpg)
• 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
![Page 30: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/30.jpg)
• 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
![Page 31: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/31.jpg)
Key Features…..continued
ArcGIS Workflow Manager: An Introduction
![Page 32: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/32.jpg)
Offline Jobs
• Consistent workflows across organizations is key!• Provide documentation for staff in and around • Support remote staff
Job ID: 1202 Editing_Job 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
![Page 33: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/33.jpg)
• Attachments are key- Linked to existing DMS- Linked to existing website- Embed in workflow database
Document Management
![Page 34: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/34.jpg)
• Job Notifications- Assign Job- Create Job- Close Job
• Workflow Notifications- QC step alert- Data received
• Spatial Notifications- Feature modification
Alerts and Notifications
![Page 35: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/35.jpg)
• One stop shop for all job information• Built-in reporting capabilities• Database tables
- Support additional reporting tools
Reports
![Page 36: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/36.jpg)
• Non-GIS staff• Ready to use web apps
- No programming
Enterprise Offering
![Page 37: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/37.jpg)
ExtensibilityDeveloper Options
• Integrate with other systems- Extended Properties- Desktop APIs- Web APIs
• Dashboards for GIS Work
![Page 38: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/38.jpg)
• 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
![Page 39: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/39.jpg)
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
![Page 40: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/40.jpg)
Workflow Manager to automate and document your workflows!
![Page 41: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/41.jpg)
Resources
• Geonet- https://geonet.esri.com/community/gis/solutions/workflow-manager
• Product Page- http://esri.com/workflowmanager
• Training- http://training.esri.com/
• Resource Center - http://resources.arcgis.com/en/communities/workflow-manager/
ArcGIS Workflow Manager: An Introduction
![Page 42: ArcGIS Workflow Manager: An Introduction · 2015-07-30 · Prepare workflow geodatabase • Import users and templates Manage user access • Add users to groups • Assign privileges](https://reader031.vdocuments.mx/reader031/viewer/2022013009/5ec9c26f178b1d3a601cf468/html5/thumbnails/42.jpg)