arcgis workflow manager an introduction · management. arcgis workflow manager: an introduction ......
TRANSCRIPT
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ArcGIS Workflow ManagerAn Introduction
Michael Broadbent and William Moreland
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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
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WorkflowDefinition
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• A workflow is a sequence of steps that a piece of work has to pass from initiation to completion.
What is a Workflow?
Planning
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• 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
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• 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
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• 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
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• 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
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Are your workflows automated and documented today?
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Common Methods of Managing Work
• Individual approach• Mock-up workflows• Whiteboards• Ticketing systems• Spreadsheets
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Benefits of Work Management
AutomateEfficient
Accurate
Consistent
Cost-Saver
CentralizeQuality
Productivity
Integrated
CommunicationEnterprise
Collaborative
Consolidated
Distributed
Flexible
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What is ArcGIS Workflow Manager?
A framework for operational efficiency
Configure & Create
Execute & ManageEvaluate & Improve
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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
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DesktopAdministrator
Application
WorkflowGeodatabase
Geospatial data
Web Applications
Server
System Framework
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Key Features
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Graphical Representation
Data Entry Form
Identity Based Access
User Reassignment
Report Generation
Document Integration
Geospatial Integration
Email Notifications
….and more
Workflow Management System
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• 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
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Anatomy of a Job
DescriptiveInformation
Geodatabase Version/ Geospatial Data
Resource
Geographical Area of Interest
Activity Log
Workflow
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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)
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• 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
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Default and Custom Properties
Owner
Default Properties
Assignee
PriorityData
Dates
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Default and Custom Properties
Owner
Default Properties
Assignee
PriorityData
Dates Meter Number
Custom Properties
Vessel ID SurveyorInfo
Station IDParcel ID
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Workflow Manager Administrator Roles
• Basic Administrator- Manage configuration items
• Workflow Author- Designs and authors Workflows
• Workflow Developer- Extends workflow with custom scripts/code
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Identity Stores and Credentials
• Operating System Users- Active directory- Manual entry
• ArcGIS Online/Portal Users
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• 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
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Client Applications
ArcGIS Pro ArcMap Workflow Manager
Web Apps
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Client Applications
Web Apps
ArcGIS Pro ArcMap Workflow Manager
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• 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
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Key Features
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• Spatial orientation of all work• Restrict work to a spatial extent
Geographic Area of Interest
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GeoprocessingLaunch GP Step Type
DataProcessing
Spatial Analysis
Clip data Check out/in data
Spatial overlayCalculate field
Check In Replica
More Edits?
Clean Up
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• Automate version management- Create version per job/user- Reconcile and post changes
Version Management
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• Automate version management- Create version per job/user- Reconcile and post changes- Cleanup versions
Version Management
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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
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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
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• 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
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• 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
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Key Features
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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.
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• Attachments are key- Linked to existing DMS- Linked to existing website- Embed in workflow database
Document Management
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• Job Notifications- Assign Job- Create Job- Close Job
• Workflow Notifications- QC step alert- Data received
• Spatial Notifications- Feature modification
Alerts and Notifications
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• One stop shop for all job information• Built-in reporting capabilities• Database tables
- Support additional reporting tools
Reports
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• Non-GIS staff• Ready to use web apps
- No programming
Enterprise Offering
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ExtensibilityDeveloper Options
• Integrate with other systems- Extended Properties- Desktop APIs- Web APIs
• Dashboards for GIS Work
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• 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
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Key Features
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Your Next Steps
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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
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Workflow Manager to automate and document your workflows!
ArcGIS Workflow Manager: An Introduction
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Resources
• Geonet- https://geonet.esri.com/community/gis/solutions/workflow-manager
• Product Page- http://esri.com/workflowmanager
• Training- http://training.esri.com/
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