ArcGIS Workflow Manager Introduction

1. 2013 Esri International User Conference July 8–12, 2013 | San Diego, California Technical Workshop ArcGIS Workflow Manager Introduction Tope Bello Michael Broadbent

2. Why are you here? • Importance of standardizing GIS and non-GIS workflows. • ArcGIS Workflow Manager allows you • Organize • Centralize • Execute workflows • Additional ArcGIS Workflow Manager resources* ArcGIS Workflow Manager : Introduction

3. Importance of managing work ArcGIS Workflow Manager : Introduction

4. Automate Processes • Process Documentation • Ensure work is done the right way • Enforce standards ArcGIS Workflow Manager : Introduction

5. Automate Processes • Reduce Errors Processes and Data • Geometry • Attributes • Increase productivity and Reduce Cost ArcGIS Workflow Manager : Introduction

6. Optimize Resources • Limited Resources • Variation in skills Law enforcement, epidemiologist, urban planners, scientists, engineers ArcGIS Workflow Manager : Introduction

7. Optimize Resources • Geographically dispersed offices ArcGIS Workflow Manager : Introduction

8. Enhance Communication • Alerts and notifications • Status updates • Transparent processes • Reporting to stakeholders ArcGIS Workflow Manager : Introduction

9. What is ArcGIS Workflow Manager? Allows users to: • Plan and create workflows efficiently • Execute and manage standardized workflows • Evaluate and improve performance continuously Plan & Create Evaluate & Improve Execute & Manage A framework for continuous process improvement ArcGIS Workflow Manager : Introduction

10. ArcGIS Workflow Manager Orchestrating business processes Public Engagement Executive Field Crew GIS Professionals Subject Matter Experts Enterprise Systems Admin Staff ArcGIS Workflow Manager : Introduction

11. Workflow Manager System Framework Server Flex Other GIS data sources Enterprise Geospatial data System Tables JavaScript Desktop REST/SOAP Administrator Application …Standard or higher ArcGIS Workflow Manager : Introduction

12. Top 10 Capabilities ArcGIS Workflow Manager : Introduction

13. 1a. Workflows Documentation Document and automate processes Outline steps Connect steps with paths Update step and path properties Graphical representation of the work Collect data Step Path Load Data Edit Data and Map Perform Quality Check More Edits? Create Output ArcGIS Workflow Manager : Introduction

14. 1b. Workflows Workflow Organization Workflows are organized as jobs! Examples: Create data packet for field data collection Updating data for vegetation boundaries Creating maps of specific scale in various areas. Descriptive Information Resource Activity Log Workflow Geographical Area of Interest Geodatabase Version/ Geospatial Data ArcGIS Workflow Manager : Introduction

15. 2. Job Discovery • Queries • Search • Grid/Map view ArcGIS Workflow Manager : Introduction

16. 3. Work Allocation • Automatically route work • Manage large workforces • Target specific groups • Varying staff skills GIS Analyst Jim Smith QC Analyst Collect data Load Data Edit Data and Map Cartographer Perform Quality Check Cartographer More Edits? Create Output ArcGIS Workflow Manager : Introduction

17. Demo 1 Create a workflow Job Discovery, Workflows and Assignment ArcGIS Workflow Manager : Introduction

18. Demo Scenario – Power line Height GIS Specialist tasked by a Survey Manager to: • Compute preliminary power line crossing height • Notify Field Crews to survey the crossing directly if the data is unsatisfactory • Pass the final result to the QA/QC team for review ArcGIS Workflow Manager : Introduction

19. 4. Area of Interest • Spatial orientation of all work • Restrict work to a spatial extent ArcGIS Workflow Manager : Introduction

20. 5a. Documentation Descriptive information Convey work importance Due date, priority, status, etc. Capture business specific properties Extended properties ArcGIS Workflow Manager : Introduction

21. 5b. Documentation Descriptive information Support documents Attachments Notes Step descriptions ArcGIS Workflow Manager : Introduction

22. 5c. Documentation Relationships – holds and dependencies Restrict or suspend workflow execution Models relationships between jobs parent/child jobs Job Closed Job A Job B Job B cannot be started until job A is closed. ArcGIS Workflow Manager : Introduction

23. 6. Communication Notifications and History Enhance communication Emails Automation of tasks Increase accountability Log actions on job Real time updates ArcGIS Workflow Manager : Introduction

24. 7. Geographically Dispersed Workforces Filters and Replication Distribute workflows Create and manage work ArcGIS Workflow Manager : Introduction

25. Demo 2 Using a workflow Properties, AOI concept, Notifications ArcGIS Workflow Manager : Introduction

26. 8a. GIS Task Automation Step types – Geoprocessing Automate and integrate spatial analysis Data Validation Required Start Generate Packet Estimate Project Cost Secure Budget Edit Data and Map Collect data ArcGIS Workflow Manager : Introduction

27. 8b. GIS Task Automation Step types – Version Management Automate version management Create version Reconcile and post changes Cleanup versions Create Job Version Load Data Reconcile And Post Clean up ArcGIS Workflow Manager : Introduction

28. 8c. GIS Task Automation Step Types – Open Map Step to launch ArcMap in preconfigured state Predefined layers and cartography Zooms to job’s area of interest Tools for geospatial audits Data Validation Required Edit Data and Map Generate Packet Collect data ArcGIS Workflow Manager : Introduction

29. 8d. GIS Task Automation Step Types – Task Assistant Manager (TAM) Standardize steps in ArcMap Author, share and use tasks Promotes sharing of knowledge Communicate best practices Automated tasks Provides consistency and efficiency ArcGIS Workflow Manager : Introduction

30. 8e. GIS Task Automation ArcMap Productivity Tools Set current job Access to entire workflow Manage steps Job Information window Update properties Add notes, attachments Execute current steps View history Jobs ArcGIS Workflow Manager : Introduction

31. Demo 3 GIS automation Maps, geoprocessing, versioning… ArcGIS Workflow Manager : Introduction

32. 9. Reporting Per job or entire system Tracking Reporting on work Data Validation Required Start Estimate Project Cost Secure Budget Collect data Generate Packet Edit Data and Map Implementation Complete Preparation Analysis Stop Synchronize All Databases Alert Stakeholders ArcGIS Workflow Manager : Introduction

33. 9. Reporting Centralized repository One stop shop for all job information Built-in reporting capabilities Database tables Support additional reporting tools Workflow System Tables ArcGIS Workflow Manager : Introduction

34. 10a. Enterprise Offering • Non-GIS staff • Ready to use web apps • No programming Organization-wide Workflow System ArcGIS Workflow Manager : Introduction

35. 10b. Enterprise Offering Extensibility Integrate with other systems Web APIs Extended properties Dashboards for GIS work ArcGIS Workflow Manager : Introduction

36. Demo 4 Tracking a workflow in a web application History, Reporting, Auditing ArcGIS Workflow Manager : Introduction

37. Summary • Manage your work • Standardize and automate your processes • Integrate your GIS workflows with your existing systems Plan & Create Evaluate & Improve Execute & Manage ArcGIS Workflow Manager : Introduction

38. Where can you find us? • Esri Showcase • Today until 6:00, Tomorrow 9:00 – 1:30 @ Geodatabase Management and Web & Server GIS Islands • ArcGIS Workflow Manager: Advanced Workflows and Concepts • Wednesday 3:15 – 4:30 in Room 14A ArcGIS Workflow Manager : Introduction

39. Where can you find us? • Geodatabase Management Exhibit Hall C • Integrating ArcGIS Data Reviewer & ArcGIS Workflow Manager to automate Data Quality Control Workflows • Wednesday 1:30PM – 2:00PM • Web & Server GIS Exhibit Hall C • ArcGIS Workflow Manager for Server - Extending the Sample Web Applications • Wednesday 10:00AM – 10:30AM • ArcGIS Workflow Manager for Server - Understanding the Web APIs • Thursday 11:00AM – 11:30AM ArcGIS Workflow Manager : Introduction

40. Resources • Product Page • http://www.esri.com/workflowmanager • Resource Center • http://resources.arcgis.com/en/communities/workflow-manager/ • Training • http://training.esri.com/ • Forums • http://forums.arcgis.com/ ArcGIS Workflow Manager : Introduction

41. Thank you… Please fill out the session evaluation Offering ID: 1339 Online – www.esri.com/ucsessionsurveys Paper – pick up and put in drop box ArcGIS Workflow Manager : Introduction

42. ArcGIS Workflow Manager : Introduction