ArcGIS Workflow Manager Advanced Workflows and Concepts Kevin Bedel Nishi Mishra
2013 Esri International User Conference July 8–12, 2013 | San Diego, California Technical Workshop ArcGIS Workflow Manager Advanced Workflows and Concepts Kevin Bedel Nishi Mishra Esri UC2013 . Technical Workshop . Session Topics • ArcGIS Workflow Manager Overview • Configuring ArcGIS Workflow Manager - - • Designing Workflows Integrating Business Data Utilizing Tokens Sending Notifications Advanced Workflow Modeling Extending ArcGIS Workflow Manager Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts ArcGIS Workflow Manager Overview Esri UC2013 . Technical Workshop . 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 Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Workflow Manager System Framework Web applications Server Web APIs …Standard or higher Desktop Administrator Geospatial Data Application …Standard or higher Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Demo Intro Esri UC2013 . Technical Workshop . Scenario – Map Production Workflow • Improve existing business process • Use business information to notify stakeholders • Reduce number of manual steps Esri UC2013 . Technical Workshop . Type Presentation Name Here Configuring ArcGIS Workflow Manager Esri UC2013 . Technical Workshop . Configuring ArcGIS Workflow Manager • Designing workflows • Integrating user and business data • Utilizing tokens • Sending notifications • Advanced workflow modeling Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Designing Workflows • Drag-n-drop workflow designer • Step type library - - Procedural Ask question Run executable Open file Launch URL Custom • Execution paths • Workflow integrity rules Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Designing Workflows Workflow Design Cycle • Create step types • Create workflow - • Drag step types into canvas Connect steps using paths Configure step properties and path conditions Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Designing Workflows Configuring Job Types • Choose a workflow • Associate maps • Set default properties • Execute upon creation Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Sharing Workflow Manager Service • Use Workflow Manager Administrator - Connect to your Workflow Manager geodatabase Publish as a service • Server Manager for managing services • Connection is published, not the data - Online users can collaborate with desktop users Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Demo Designing Workflows Esri UC2013 . Technical Workshop . Integrating User Data • Integrate with Active Directory - Import users and groups from Active Directory Can repeat to get up-to-date information WMXGroups WMXUsers Technicians Andy Andy Charlotte Jason Jason Managers Charlotte Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Integrating Business Data • Extended Properties for business-specific data • Bound to an ArcGIS Workflow Manager job • Support for One-to-One or One-to-Many relationships Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Extended Properties • Stored in separate geodatabase tables • Must contain a long integer field that joins to job ID Jobs Table … job_id job_name 1 JOB_1 Extended Property Table 22 JOB_22 JobID Requestor 22 Planning 1 Zoning Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts … Configuring Extended Properties • Create table in Workflow Manager geodatabase • Add as an extended property table using Administrator • Configure Job Type to display the extended properties Extended Property Display Types Date Text GIS Dataset Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Files Folders Value List Utilizing Tokens • Intelligent text substitution (Variables) - • For job and system related information Examples Job naming schemes and history messages - Queries - Step arguments - • Types of Tokens - Job Properties, Extended Properties, System Properties, Functions, Environment Variables [JOBEX:request.Requestor] [EMAILOF([JOB:ASSIGNED_TO])] Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Planning john43484@esri.com Sending Notifications • Spatial notifications - • What’s happening in a certain area When a change happens to a dataset When editing outside a certain area Job notifications - Data Collection Data Processing GIS Analysts Job events and activities Important work milestones Edit Data and Map Perform Quality Check Manager Create the Final Output Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Demo Integrating Business Data Extended Properties Tokens Notifications Esri UC2013 . Technical Workshop . Advanced Workflow Modeling Workflow Automation • Embed workflows within a workflow - Reusable sequences of steps Automatically executed together Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Advanced Workflow Modeling Geoprocessing (GP) Automation • LaunchGPTool step - • Provides dialog to provide or override arguments ExecuteGPTool step - Doesn’t require user interaction Desktop and Server • Integrate ArcGIS or custom GP tools • Invoke GP services Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Advanced Workflow Modeling Integrated Geoprocessing • Integrate Workflow Manager GP tools into your models and python scripts • Located in Workflow Manager system toolbox Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Advanced Workflow Modelling Child Jobs and Dependencies • Parent/child relationships between jobs • Dependencies restrict workflow based on state of another job • Combining these concepts allow you to divide work Create Map Create Map All Jobs Closed Collect Data 1 Collect Data 2 Collect Data 3 Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Advanced Workflow Modelling Child Jobs and Dependencies • CreateJobAdvanced step can create child jobs - Can also create a dependency Split parent job by geographic area Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Demo Advanced Workflow Modeling Sub-workflows Integrated Geoprocessing Esri UC2013 . Technical Workshop . Extending ArcGIS Workflow Manager Esri UC2013 . Technical Workshop . Extending ArcGIS Workflow Manager Developer Options • Extend the workflow - • Custom steps Extend the User Interface Commands and tools - Application panels - Job views - Custom web viewers - Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Extend the Workflow Custom Steps • Encapsulate your business logic within a workflow • Can provide UI dialogs to ease step configuration • Use COM-compliant language: C#, C++, Java • Can execute scripts from a step Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Extend Desktop User Interface Custom Commands and Tools • Add custom commands to the Workflow Manager toolbar • Add AOI tools to the Workflow Manager AOI tab • Update configuration file to deploy Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Extending Desktop UI Custom Job Panels • Custom Job Panel adds a new tab in Job View - Tied to a specific job Display custom business information Your Tab Here Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Custom Web Applications • Source code is provided for out-of-the-box viewers • Can also create custom viewers - JavaScript, Flex and Silverlight APIs Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Demo Extending ArcGIS Workflow Manager Custom Steps Esri UC2013 . Technical Workshop . Session Recap • ArcGIS Workflow Manager Overview • Configuring ArcGIS Workflow Manager - - • Designing Workflows Integrating Business Data Utilizing Tokens Sending Notifications Advanced Workflow Modelling Extending ArcGIS Workflow Manager Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Resources • Product Page - • Resource Center - • http://resources.arcgis.com/en/communities/workfl ow-manager/ Training - • http://esri.com/workflowmanager http://training.esri.com/ Forums - http://forums.arcgis.com/forums/71-WorkflowManager Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Where to find us? • Esri Showcase Today until 6:00, Tomorrow 9:00 – 1:30 - Geodatabase Management and Web & Server GIS Islands - • ArcGIS Workflow Manager - An Introduction Tomorrow 8:30 – 9:45 - Room 14A - • ArcGIS Workflow Manager for Server Understanding the Web APIs Tomorrow 11:00 – 11:30 - Web & Server GIS Demo Theater - Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Thank you… Please fill out the session evaluation Offering ID: 1352 Online – www.esri.com/ucsessionsurveys Paper – pick up and put in drop box Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts
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