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

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

Importance of managing work ArcGIS Workflow Manager : Introduction

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

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

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

Optimize Resources Geographically dispersed offices ArcGIS Workflow Manager : Introduction

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

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

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

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

Top 10 Capabilities ArcGIS Workflow Manager : Introduction

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

Geodatabase Version/ Geospatial Data 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 Geodatabase Version/ Geospatial Data Resource Geographical Area of Interest Activity Log Workflow ArcGIS Workflow Manager : Introduction

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

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

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

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

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

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

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

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

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

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

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

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

8b. GIS Task Automation Automate version management Create version 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

8c. GIS Task Automation Step to launch ArcMap in preconfigured state 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 Collect data Generate Packet Edit Data and Map Data Validation Required ArcGIS Workflow Manager : Introduction

8d. GIS Task Automation Standardize steps in ArcMap 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

8e. GIS Task Automation Set current job Access to entire workflow 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

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

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

9. Reporting One stop shop for all job information 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

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

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

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

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

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

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

Resources Product Page Resource Center Training Forums 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

Please fill out the session evaluation 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

Please fill out the session evaluation Thank you… Please fill out the session evaluation Offering ID: 1426 Online – www.esri.com/ucsessionsurveys Paper – pick up and put in drop box ArcGIS Workflow Manager : Introduction

ArcGIS Workflow Manager : Introduction