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ArcGIS Workflow ManagerAn Introduction

Michael Broadbent and William Moreland

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

ArcGIS Workflow Manager: An Introduction

WorkflowDefinition

• A workflow is a sequence of steps that a piece of work has to pass from initiation to completion.

What is a Workflow?

Planning

ArcGIS Workflow Manager: An Introduction

• 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

• 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

• 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

• 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

ArcGIS Workflow Manager: An Introduction

Are your workflows automated and documented today?

ArcGIS Workflow Manager: An Introduction

Common Methods of Managing Work

• Individual approach• Mock-up workflows• Whiteboards• Ticketing systems• Spreadsheets

ArcGIS Workflow Manager: An Introduction

Benefits of Work Management

AutomateEfficient

Accurate

Consistent

Cost-Saver

CentralizeQuality

Productivity

Integrated

CommunicationEnterprise

Collaborative

Consolidated

Distributed

Flexible

ArcGIS Workflow Manager: An Introduction

What is ArcGIS Workflow Manager?

A framework for operational efficiency

Configure & Create

Execute & ManageEvaluate & Improve

ArcGIS Workflow Manager: An Introduction

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

ArcGIS Workflow Manager: An Introduction

DesktopAdministrator

Application

WorkflowGeodatabase

Geospatial data

Web Applications

Server

System Framework

ArcGIS Workflow Manager: An Introduction

Key Features

Graphical Representation

Data Entry Form

Identity Based Access

User Reassignment

Report Generation

Document Integration

Geospatial Integration

Email Notifications

….and more

Workflow Management System

ArcGIS Workflow Manager: An Introduction

• 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

ArcGIS Workflow Manager: An Introduction

Anatomy of a Job

DescriptiveInformation

Geodatabase Version/ Geospatial Data

Resource

Geographical Area of Interest

Activity Log

Workflow

ArcGIS Workflow Manager: An Introduction

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)

ArcGIS Workflow Manager: An Introduction

• 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

ArcGIS Workflow Manager: An Introduction

Default and Custom Properties

Owner

Default Properties

Assignee

PriorityData

Dates

ArcGIS Workflow Manager: An Introduction

Default and Custom Properties

Owner

Default Properties

Assignee

PriorityData

Dates Meter Number

Custom Properties

Vessel ID SurveyorInfo

Station IDParcel ID

ArcGIS Workflow Manager: An Introduction

Workflow Manager Administrator Roles

• Basic Administrator- Manage configuration items

• Workflow Author- Designs and authors Workflows

• Workflow Developer- Extends workflow with custom scripts/code

ArcGIS Workflow Manager: An Introduction

Identity Stores and Credentials

• Operating System Users- Active directory- Manual entry

• ArcGIS Online/Portal Users

ArcGIS Workflow Manager: An Introduction

• 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

ArcGIS Workflow Manager: An Introduction

Client Applications

ArcGIS Pro ArcMap Workflow Manager

Web Apps

ArcGIS Workflow Manager: An Introduction

Client Applications

Web Apps

ArcGIS Pro ArcMap Workflow Manager

ArcGIS Workflow Manager: An Introduction

• 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

Key Features

• Spatial orientation of all work• Restrict work to a spatial extent

Geographic Area of Interest

ArcGIS Workflow Manager: An Introduction

GeoprocessingLaunch GP Step Type

DataProcessing

Spatial Analysis

Clip data Check out/in data

Spatial overlayCalculate field

Check In Replica

More Edits?

Clean Up

ArcGIS Workflow Manager: An Introduction

• Automate version management- Create version per job/user- Reconcile and post changes

Version Management

ArcGIS Workflow Manager: An Introduction

• Automate version management- Create version per job/user- Reconcile and post changes- Cleanup versions

Version Management

ArcGIS Workflow Manager: An Introduction

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

ArcGIS Workflow Manager: An Introduction

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

ArcGIS Workflow Manager: An Introduction

• 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

ArcGIS Workflow Manager: An Introduction

• 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

Key Features

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.

ArcGIS Workflow Manager: An Introduction

• Attachments are key- Linked to existing DMS- Linked to existing website- Embed in workflow database

Document Management

ArcGIS Workflow Manager: An Introduction

• Job Notifications- Assign Job- Create Job- Close Job

• Workflow Notifications- QC step alert- Data received

• Spatial Notifications- Feature modification

Alerts and Notifications

ArcGIS Workflow Manager: An Introduction

• One stop shop for all job information• Built-in reporting capabilities• Database tables

- Support additional reporting tools

Reports

ArcGIS Workflow Manager: An Introduction

• Non-GIS staff• Ready to use web apps

- No programming

Enterprise Offering

ArcGIS Workflow Manager: An Introduction

ExtensibilityDeveloper Options

• Integrate with other systems- Extended Properties- Desktop APIs- Web APIs

• Dashboards for GIS Work

ArcGIS Workflow Manager: An Introduction

• 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

Key Features

Your Next Steps

ArcGIS Workflow Manager: An Introduction

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

ArcGIS Workflow Manager: An Introduction

Workflow Manager to automate and document your workflows!

ArcGIS Workflow Manager: An Introduction

Resources

• Geonet- https://geonet.esri.com/community/gis/solutions/workflow-manager

• Product Page- http://esri.com/workflowmanager

• Training- http://training.esri.com/

ArcGIS Workflow Manager: An Introduction