ArcGIS Workflow Manager: An Introduction - Workflow Manager: An Introduction. Workflow Manager to automate and document your workflows! Resources

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<ul><li><p>ArcGIS Workflow Manager: An Introduction</p><p>Tope Bello and Michael Broadbent</p></li><li><p>Our plan today</p><p> Definition of workflow Importance of standardizing GIS and non-GIS workflows ArcGIS Workflow Manager allows you</p><p>- Configure- Organize - Centralize- Execute Workflows</p><p> Additional Resources</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p> A workflow is a sequence of steps that a piece of work has to pass from initiation to completion. </p><p>What is a Workflow? </p><p>Planning Forest Management Crime Analysis Emergency Management</p><p>Human Health</p></li><li><p>Are your workflows automated and documented today? </p></li><li><p>Common Methods of Managing Work</p><p> Individual approach Mock-up workflows Whiteboards Ticketing systems Spreadsheets</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p>Benefits of Work Management</p><p>Automate</p><p>Efficient</p><p>Accurate</p><p>Consistent</p><p>Cos</p><p>t-S</p><p>aver</p><p>CentralizeQuality</p><p>Integrated</p><p>Inte</p><p>gra</p><p>ted</p><p>Effi</p><p>cien</p><p>t</p><p>Acc</p><p>ura</p><p>te</p><p>Ente</p><p>rpri</p><p>se</p><p>Collaborative</p><p>Consolidated</p><p>Dis</p><p>trib</p><p>ute</p><p>d</p><p>Flexible</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p>What is ArcGIS Workflow Manager?</p><p>A framework for operational efficiency</p><p>Configure &amp; Create</p><p>Execute &amp; ManageEvaluate &amp; Improve</p></li><li><p>ArcGIS Supports the Enterprise</p><p>Making Mapping and GIS Available Across Your Organization</p><p>Transforming the Role of GIS</p><p>ArcGIS- Workflow management </p><p>Knowledge Workers</p><p>GIS Professionals</p><p>WorkAnywhere</p><p>PublicEngagement</p><p>Executive Access</p><p>EnterpriseIntegration</p></li><li><p>DesktopAdministrator</p><p>Application</p><p>WorkflowGeodatabase</p><p>Geospatial data</p><p>Web Applications</p><p>Server</p><p>System Framework</p></li><li><p>Workflow Manager Administrator Roles</p><p> Basic Administrator- Manage configuration items</p><p> Workflow Author- Designs and authors Workflows</p><p> Workflow Developer- Extends workflow with custom scripts/code</p></li><li><p>Key Features</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p>Graphical Representation</p><p>Data Entry Form</p><p>Identity Based Access</p><p>User Reassignment</p><p>Report Generation</p><p>Document Integration</p><p>Geospatial Integration</p><p>Email Notifications</p><p>.and more</p><p>Workflow Management System</p></li><li><p> Document and automate processes</p><p> Graphical representation of the work- Canvas with shapes</p><p> Organized as Jobs- Create data packet for field data collection- Updating data for vegetation boundaries</p><p>Workflows</p></li><li><p>Anatomy of a Job</p><p>DescriptiveInformation</p><p>Geodatabase Version/ Geospatial Data</p><p>Resource</p><p>Geographical Area of Interest</p><p>Activity Log</p><p>Workflow</p></li><li><p>Anatomy of a Workflow</p><p>Create version</p><p>Clip Imagery Prepare</p><p>Inventory Update Documentation</p><p>Edit Data</p><p>QC Data</p><p>CheckVersion</p><p>Start</p><p>Notify</p><p>Starting stepStep</p><p>Path Conditional path</p><p>Concurrent steps</p><p>End step</p><p>Merge Point (Dependence)</p></li><li><p> Automatically route work Target specific groups Varying staff skills Manage large workforces</p><p>Workflow Assignment</p><p>Prepare</p><p>Documentation</p><p>Edit Data</p><p>QC Data</p><p>Notify</p><p>QA team</p><p>Technical Writer</p><p>Editing team</p></li><li><p>Default and Custom Properties</p><p>Owner</p><p>Default Properties</p><p>Assignee</p><p>PriorityData</p><p>Dates Meter Number</p><p>Custom Properties</p><p>Vessel ID SurveyorInfo</p><p>Station IDParcel ID</p></li><li><p>Identity Stores and Credentials</p><p> Operating System Users- Active directory- Manual entry</p><p> ArcGIS Online/Portal Users</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p> Control User actions- Creating jobs- Assigning jobs- Closing jobs</p><p> Show/hide functionality- History- Map view tab- Reports</p><p>Application Access Control</p><p>Quality TeamGIS Managers GIS Analysts</p></li><li><p> Is vegetation growth encroaching on a rail line?</p><p>Software Demonstration</p><p>Survey manager</p><p> Create a workflow to update a vegetationboundary </p><p> Create a job and assign it to a GIS specialist</p><p>GIS specialist</p><p> Update a versioned Vegetation feature class</p><p> Notify field crews of pending work</p><p> Send locations that need to be trimmed (including data)</p><p>Field crew</p><p> Perform field work</p><p> Verify job is complete</p></li><li><p>Key Features..continued</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p>Client Applications</p><p>ArcGIS Pro ArcMap Workflow Manager</p><p>Web Apps</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p>Client Applications</p><p>Web Apps</p><p>ArcGIS Pro ArcMap Workflow Manager</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p> Spatial orientation of all work Restrict work to a spatial extent</p><p>Geographic Area of Interest</p></li><li><p>GeoprocessingLaunch GP Step Type</p><p>DataProcessing</p><p>Spatial Analysis</p><p>Clip data Check out/in data</p><p>Spatial overlayCalculate field</p><p>Check In Replica</p><p>More Edits?</p><p>Clean Up</p></li><li><p> Automate version management- Create version per job/user- Reconcile and post changes- Cleanup versions</p><p>Version Management</p></li><li><p>Tasks</p><p> Repeatable interactive workflows</p><p> Represent a micro level workflow in Pro</p><p> Integrates with Workflow Manager- Support macro level workflows- Associate task with many users- Ensures consistency across organizations</p></li><li><p>Tasks and Workflow ManagerMicro and Macro workflows</p><p> Tasks are tailored for GIS tasks</p><p> Workflows are enterprise wide</p><p> Allows multiple sessions</p><p> The right tool in the right time</p><p>Prepare</p><p>Documentation</p><p>Edit Data</p><p>QC Data</p><p>Notify</p><p>QA Task</p><p>Editing Task</p></li><li><p> Step to open a map in preconfigured state- Predefined layers and cartography in 2D and 3D- Zooms to jobs area of interest- Update layer source </p><p>Map Management</p></li><li><p> Is vegetation growth encroaching on a rail line?</p><p>Software Demonstration</p><p>Survey manager</p><p> Create a workflow to update a vegetationboundary</p><p> Create a job and assign it to a GIS specialist</p><p>GIS specialist</p><p> Update a versioned Vegetation feature class</p><p> Notify field crews of pending work</p><p> Send locations that need to be trimmed (including data)</p><p>Field crew</p><p> Perform field work</p><p> Verify job is complete</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p>Key Features..continued</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p>Offline Jobs</p><p> Consistent workflows across organizations is key! Provide documentation for staff in and around Support remote staff</p><p>Job ID: 1202 Editing_Job 1202Workflow Manager </p><p>Repository</p><p>Take job offline. User working with job in disconnected mode</p><p>Bring job online. Changes made offline are checked in.</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p> Attachments are key- Linked to existing DMS- Linked to existing website- Embed in workflow database</p><p>Document Management</p></li><li><p> Job Notifications- Assign Job- Create Job- Close Job</p><p> Workflow Notifications- QC step alert- Data received</p><p> Spatial Notifications- Feature modification</p><p>Alerts and Notifications</p></li><li><p> One stop shop for all job information Built-in reporting capabilities Database tables</p><p>- Support additional reporting tools</p><p>Reports</p></li><li><p> Non-GIS staff Ready to use web apps</p><p>- No programming</p><p>Enterprise Offering</p></li><li><p>ExtensibilityDeveloper Options</p><p> Integrate with other systems- Extended Properties- Desktop APIs- Web APIs</p><p> Dashboards for GIS Work</p></li><li><p> Is vegetation growth encroaching on a rail line?</p><p>Software Demonstration</p><p>GIS specialist</p><p> Update a versioned Vegetation feature class</p><p> Notify field crews of pending work</p><p> Send locations that need to be trimmed (including data)</p><p>Field crew</p><p> Perform field work</p><p> Verify job is complete</p><p>Survey manager</p><p> Create a workflow to update a vegetationboundary</p><p> Create a job and assign it to a GIS specialist</p></li><li><p>Prepare workflow geodatabase</p><p> Import users and templates</p><p>Manage user access</p><p> Add users to groups</p><p> Assign privileges to groups</p><p>Configure Business process</p><p> Author workflows and job types</p><p> Configure notifications</p><p>Deploy to all users</p><p> Install and share connection</p><p>ArcGIS Workflow Manager: An Introduction</p></li><li><p>Workflow Manager to automate and document your workflows!</p></li><li><p>Resources</p><p> Geonet- https://geonet.esri.com/community/gis/solutions/workflow-manager</p><p> Product Page- http://esri.com/workflowmanager</p><p> Training- http://training.esri.com/</p><p> Resource Center - http://resources.arcgis.com/en/communities/workflow-manager/</p><p>ArcGIS Workflow Manager: An Introduction</p><p>https://geonet.esri.com/community/gis/solutions/workflow-managerhttp://esri.com/workflowmanagerhttp://training.esri.com/http://resources.arcgis.com/en/communities/workflow-manager/</p></li><li><p>ArcGIS Workflow Manager: An IntroductionOur plan todayWhat is a Workflow? Slide Number 4Common Methods of Managing WorkBenefits of Work ManagementWhat is ArcGIS Workflow Manager?ArcGIS Supports the EnterpriseSystem FrameworkWorkflow Manager Administrator RolesSlide Number 11Workflow Management SystemWorkflowsAnatomy of a JobAnatomy of a WorkflowWorkflow AssignmentDefault and Custom PropertiesIdentity Stores and CredentialsApplication Access Control Software DemonstrationSlide Number 21Client ApplicationsClient ApplicationsGeographic Area of InterestGeoprocessingVersion ManagementTasksTasks and Workflow ManagerMap Management Software DemonstrationSlide Number 31Offline JobsDocument ManagementAlerts and NotificationsReportsEnterprise OfferingExtensibility Software DemonstrationSlide Number 39Slide Number 40ResourcesSlide Number 42</p></li></ul>

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