ArcGIS Workflow Manager: An Overview

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1 Federal GIS Conference February 9 10, 2015 Washington, DC ArcGIS Workflow Manager: An Overview Heather Murnane & Elizabeth Wilcox

2 Session Topics Overview Key Features Notification & Reporting

3 Overview Work Management

4 Benefits of Work Management

5 Common Methods of Managing Work Project Management software Mock-up workflows Whiteboards Individual approach Spreadsheets

6 What is ArcGIS Workflow Manager? Plan & Create Evaluate & Improve Execute & Manage A framework for continuous process improvement

7 ArcGIS Supports the Enterprise Knowledge Workers Executive Access Public Engagement Work Anywhere Enterprise Integration GIS Professionals ArcGIS - Workflow management Making Mapping and GIS Available Across Your Organization Transforming the Role of GIS

8 System Framework Server Web Applications Administrator Desktop Geospatial data Application Workflow Geodatabase

9 System Framework, cont. Workflow Geodatabase Workflow Manager Administrator Workflow Manager Desktop Client

10 Key Features

11 Workflow Manager Administrative Roles Administrator - Manage configuration items Workflow Author - Designs and authors Workflows Workflow Developer - Extends workflow with custom scripts/code

12 What is a Workflow? A workflow is a sequence of steps that a piece of work has to pass from initiation to completion. Map Creation Workflow Collect Data Add data to map Generate Output

13 Step Anatomy of a Workflow Start Start job Path Check Version Conditional path Create version Clip Imagery Prepare Concurrent steps Inventory Update Documentation Edit Data QC Data Notify End step

14 Workflow Assignment Automatically route work Target specific groups Varying staff skills Manage large workforces Prepare Documentation Edit Data Technical Writer Editing team QC Data QA team Notify

15 Anatomy of a Job Descriptive Information Activity Log Resource Workflow Geodatabase Version/ Geospatial Data Geographical Area of Interest

16 Software Demonstration Where are the cases of Ebola? Health manager GIS specialist Field crew Create a workflow to evaluate Ebola affected communities Create a job and assign it to a GIS specialist Update a versioned Affected Zones feature class Notify field crews of pending work Bring job offline Perform field work

17 Workflow Manager Database Users Create users individually or integrate with Active Directory

18 Workflow Manager Groups and Privileges Groups and privileges can restrict access to steps in the workflow

19 Designing and configuring a workflow

20 Access Workflow Manager through ArcGIS Pro

21 Create a new job through ArcGIS Pro

22 Update Descriptive Information for the job

23 Key Features..continued

24 Geographic Area of Interest Spatial orientation of all work Restrict work to a spatial extent

25 Default and Custom Properties Default Properties Data Priority Dates Assignee Owner

26 Default and Custom Properties Default Properties Custom Properties Data Priority Parcel ID Station ID Assignee Dates Owner Vessel ID Meter Number Surveyor Info

27 Custom Steps More Edits? Data Processing Spatial Analysis Check In Replica Clean Up Clip data Check out/in data Spatial overlay Calculate field

28 Version Management Automate version management - Create version per job/user - Reconcile and post changes

29 Version Management Automate version management - Create version per job/user - Reconcile and post changes - Cleanup versions

30 Tasks Standardize steps in ArcGIS Pro - Author, share and use tasks Promotes sharing of knowledge - Communicate best practices Automated tasks.provides consistency and efficiency

31 Document Management Attachments are key - Link to existing location - Link to existing website - Embed in workflow database Notes captured

32 ArcGIS Pro and ArcMap Tools

33 ArcGIS Pro Project Based System Workflow Connection Jobs Maps Data GP Tools

34 ArcGIS Pro Context Driven UI Workflow View Job Views Map Views

35 ArcGIS Pro Access Multiple Jobs

36 ArcGIS Pro Offline Jobs Access Jobs off the network Track all job related actions offline Check in jobs back to production

37 Software Demonstration Where are the cases of Ebola? Health manager GIS specialist Field crew Create a workflow to evaluated Ebola affected communities Create a job and assign it to a GIS specialist Update a versioned Affected Zones feature class Notify field crews of pending work Bring job offline Perform field work

38 Context driven tools in ArcGIS Pro With ArcGIS Pro tools only display when it applies

39 Assign job to User

40 Explore job properties Workflow, Descriptive Information, History, Extended Properties Workflow History Descriptive Information Extended Properties

41 Defining the AOI

42 Access to job properties tab while defining the AOI

43 Executing the workflow

44 Editing Data using Tasks Use tasks to configure commands in lists and streamline the editing process

45 Notification & Reporting

46 Alerts and Notifications Job Notifications - Assign Job - Create Job - Close Job Workflow Notifications - QC step alert - Data received Spatial Notifications - Feature modification

47 Reports One stop shop for all job information Built-in reporting capabilities Database tables - Support additional reporting tools

48 Enterprise Offering Non-GIS staff Ready to use web apps - No programming

49 Software Demonstration Where are the cases of Ebola? Health manager GIS specialist Field crew Create a workflow to evaluate Ebola affected communities Create a job and assign it to a GIS specialist Update a versioned Affected Zones feature class Notify field crews of pending work Bring job offline Perform field work

50 Viewing job notifications Embed job information into notifications, such as Job Name, Job ID, Due Date, etc Send group alias, or text notifications to inform your team of work

51 Taking a job offline in ArcGIS Pro Creates a disconnected geodatabase to maintain job related information when away from the network

52 Launching the Workflow Manager Web Viewer

53 Access job properties through the Web Viewer

54 Reporting through the Web Viewer

55 Advancing the workflow through the Web Viewer

56 Resources Product Page - Resource Center - Training - Forums -

57 Federal GIS Conference February 9 10, 2015 Washington, DC Don t forget to complete a session evaluation form!

58

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