Federal GIS Conference February 9 10, 2015 Washington, DC ArcGIS Workflow Manager: An Overview Heather Murnane & Elizabeth Wilcox
Session Topics Overview Key Features Notification & Reporting
Overview Work Management
Benefits of Work Management
Common Methods of Managing Work Project Management software Mock-up workflows Whiteboards Individual approach Spreadsheets
What is ArcGIS Workflow Manager? Plan & Create Evaluate & Improve Execute & Manage A framework for continuous process improvement
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
System Framework Server Web Applications Administrator Desktop Geospatial data Application Workflow Geodatabase
System Framework, cont. Workflow Geodatabase Workflow Manager Administrator Workflow Manager Desktop Client
Key Features
Workflow Manager Administrative Roles Administrator - Manage configuration items Workflow Author - Designs and authors Workflows Workflow Developer - Extends workflow with custom scripts/code
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
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
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
Anatomy of a Job Descriptive Information Activity Log Resource Workflow Geodatabase Version/ Geospatial Data Geographical Area of Interest
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
Workflow Manager Database Users Create users individually or integrate with Active Directory
Workflow Manager Groups and Privileges Groups and privileges can restrict access to steps in the workflow
Designing and configuring a workflow
Access Workflow Manager through ArcGIS Pro
Create a new job through ArcGIS Pro
Update Descriptive Information for the job
Key Features..continued
Geographic Area of Interest Spatial orientation of all work Restrict work to a spatial extent
Default and Custom Properties Default Properties Data Priority Dates Assignee Owner
Default and Custom Properties Default Properties Custom Properties Data Priority Parcel ID Station ID Assignee Dates Owner Vessel ID Meter Number Surveyor Info
Custom Steps More Edits? Data Processing Spatial Analysis Check In Replica Clean Up Clip data Check out/in data Spatial overlay Calculate field
Version Management Automate version management - Create version per job/user - Reconcile and post changes
Version Management Automate version management - Create version per job/user - Reconcile and post changes - Cleanup versions
Tasks Standardize steps in ArcGIS Pro - Author, share and use tasks Promotes sharing of knowledge - Communicate best practices Automated tasks.provides consistency and efficiency
Document Management Attachments are key - Link to existing location - Link to existing website - Embed in workflow database Notes captured
ArcGIS Pro and ArcMap Tools
ArcGIS Pro Project Based System Workflow Connection Jobs Maps Data GP Tools
ArcGIS Pro Context Driven UI Workflow View Job Views Map Views
ArcGIS Pro Access Multiple Jobs
ArcGIS Pro Offline Jobs Access Jobs off the network Track all job related actions offline Check in jobs back to production
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
Context driven tools in ArcGIS Pro With ArcGIS Pro tools only display when it applies
Assign job to User
Explore job properties Workflow, Descriptive Information, History, Extended Properties Workflow History Descriptive Information Extended Properties
Defining the AOI
Access to job properties tab while defining the AOI
Executing the workflow
Editing Data using Tasks Use tasks to configure commands in lists and streamline the editing process
Notification & Reporting
Alerts and Notifications Job Notifications - Assign Job - Create Job - Close Job Workflow Notifications - QC step alert - Data received Spatial Notifications - Feature modification
Reports One stop shop for all job information Built-in reporting capabilities Database tables - Support additional reporting tools
Enterprise Offering Non-GIS staff Ready to use web apps - No programming
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
Viewing job notifications Embed job information into notifications, such as Job Name, Job ID, Due Date, etc Send group alias, email or text notifications to inform your team of work
Taking a job offline in ArcGIS Pro Creates a disconnected geodatabase to maintain job related information when away from the network
Launching the Workflow Manager Web Viewer
Access job properties through the Web Viewer
Reporting through the Web Viewer
Advancing the workflow through the Web Viewer
Resources Product Page - http://www.esri.com/software/arcgis/extensions/arcgis-workflow-manager Resource Center - http://resources.arcgis.com/en/communities/workflow-manager/ Training - http://training.esri.com/ Forums - https://geonet.esri.com/community/gis/solutions/workflow-manager
Federal GIS Conference February 9 10, 2015 Washington, DC Don t forget to complete a session evaluation form!