ArcGIS Workflow ManagerAn IntroductionAarthi Dwarakanath & Sam West

Our Plan Today

• Reasons for process improvement of GIS and

non-GIS workflows

• Overview of ArcGIS Workflow Manager

- Configure

- Organize

- Centralize

- Execute Workflows

• Additional Resources

ArcGIS Workflow Manager: An Introduction

Our Organizations

People Processes Software/Hardware

ArcGIS Workflow Manager: An Introduction

Business

Manager

Production Manager

GIS ManagerGIS Specialist

Our Roles

Configure & Create Execute & Manage Evaluate & Improve

WORKFLOW MANAGER PROCESS

What is ArcGIS Workflow Manager?

ArcGIS Workflow Manager: An Introduction

Benefits of Work Management

Simplify Process

Improve Data Quality and Accuracy

Reduce Production Cost

Optimize Resource Allocation

Enhance Communication

Reduce Risk and Uncertainty

Example Workflow: Data Editing

ArcGIS Workflow Manager: An Introduction

Distributed Work

ArcGIS Workflow Manager: An Introduction

User Success – City of Los Angeles

• Used by the planning

department for over 10 years

• Used to simplify data editing,

ensure data quality and track

historical changes

• Using Workflow Manager

editors more than doubled

their productivity

Desktop

Administrator

Client

Applications

Workflow

Geodatabase

Geospatial Data

Web Applications

Server

System Framework

ArcGIS Workflow Manager: An Introduction

Key Features

Workflow Manager – Key Features

Workflow

Diagram

Area

of InterestGeospatial Data

Integration

Work

AssignmentNotifications

Descriptive

Information

Controlled

Access

Business-

Specific

Information

Document

Integration

Report

Generation

GP/Python

Integration

Work

Prioritization

Anatomy of a Job

Descriptive

Information

Geodatabase Version/

Geospatial Data

Resource

Geographic Location of

Interest

Activity Log

Workflow

ArcGIS Workflow Manager: An Introduction

Anatomy of a Workflow

Create version

Prepare

Inventory

UpdateDocumentation

Edit Data

QC Data

Check

Version

Start

Notify

Starting Step

Path

Concurrent Steps

End Step

Merge Point

(Dependence)

ArcGIS Workflow Manager: An Introduction

Step

Return Loop

• Automatically route work

• Target specific groups

• Varying staff skills

• Manage large teams

Workflow Assignment

Prepare

Documentation

Edit Data

QC Data

Notify

QA Team

Technical Writer

Editing Team

ArcGIS Workflow Manager: An Introduction

Identity Stores and Credentials

• Operating System Users

- Active directory

- Manual entry

• ArcGIS Online/Portal Users

Workflow Manager Administrator Roles

ArcGIS Workflow Manager: An Introduction

• Basic Administrator

- Manage configuration items

• Workflow Author

- Designs and authors workflows

• Workflow Developer

- Extends workflow with custom scripts/code

• 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

Software Demonstration

Parcel EditsView Job Progress, History,

and Reporting

Business

Manager

Create a Workflow and Job

• Design the workflow

• Assign the job to the GIS

Specialist

Production

ManagerField Crew

Survey the property and

Mark Job as Complete

Inspect zoning date

• Inspect data for issues

• Update data

• Send data to Field Crew

GIS Specialist

Demo Recap• Users and Groups

• Configure Workflows

• Create Jobs

• Spatial orientation of all work

• Restrict work to a spatial extent

• Location of Interest can be:

- Polygon (AOI) or Point (POI)

Geographic Location of Interest (LOI)

ArcGIS Workflow Manager: An Introduction

Geoprocessing

DataProcessing

Spatial Analysis

Clip data

Check out/in data

Spatial overlay

Calculate field

Check In

Replica

More

Edits?

Clean Up

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

• 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

- Clean up versions

- Support for Branch Versioned Feature

Services

Version Management

ArcGIS Workflow Manager: An Introduction

• Step to open a map/layout in preconfigured state

- Predefined layers and cartography in 2D and 3D

- Zooms to job’s location of interest

- Update layer source

Map Management

ArcGIS Workflow Manager: An Introduction

• Restrict selection or editing

of features near or within a

job’s area of interest

Restrict Editing

ArcGIS Workflow Manager: An Introduction

Tasks and Workflow ManagerMicro and Macro Workflows

• Tasks are tailored for repeatable

GIS tasks in ArcGIS Pro

• Workflows are enterprise-wide

• Workflow Manager steps can load

Tasks

ArcGIS Workflow Manager: An Introduction

Editing

Task

QC

QC Task

Software Demonstration

Parcel Edits

View Job Progress, History,

and Reporting

Business

Manager

Create a Workflow and Job

• Design the workflow

• Assign the job to the GIS

Specialist

Production

Manager

Field Crew

Survey the property and

Mark Job as Complete

Inspect zoning date

• Inspect data for issues

• Update data

• Send data to Field Crew

GIS Specialist

Demo Recap• Open a map and task

• Incorporate Model Builder

• Send a notification

• 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

• Attachments are a useful tool

- Link to files

- Link to websites

- Store items directly in the

workflow database

Document Management

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

ArcGIS Supports the Enterprise

ArcGIS- Workflow Management

Knowledge Workers

GIS Professionals

Work AnywherePublic EngagementExecutive Access Enterprise Integration

ArcGIS Workflow Manager: An Introduction

• Non-GIS staff

• Ready to use web apps

- No programming

Enterprise Offering

ArcGIS Workflow Manager: An Introduction

Software Demonstration

Parcel Edits

View Job Progress, History,

and Reporting

Business

Manager

Create a Workflow and Job

• Design the workflow

• Assign the job to the GIS

Specialist

Production Manager

Field Crew

Survey the property and

Mark Job as Complete

Inspect zoning date

• Inspect data for issues

• Update data

• Send data to Field Crew

GIS Specialist

Demo Recap• Field Work

• JavaScript Web Viewer

• Reporting

Job FilteringBased on job type or the group they’re

assigned to

Holds and

Dependencies

Restrict job progress based on outside

conditions or dependencies to other work

Parent/Child JobsDefine relationships between jobs for

distributed work

Spatial NotificationsSend alerts when there are changes to

datasets, specific areas, or features

Advanced Capabilities

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

Workflow Manager Python API

• Automate your business workflow through Python

• Integrate with other Python and geoprocessing functionality

ArcGIS Workflow Manager: An Introduction

Access

Edit

Execute

Configuration, Jobs, and Tools

Configuration and Jobs

Jobs

WorkforceCreate Workforce assignments from Workflow

Manager

Collector Create a feature service for collection and

distribute the URL using Workflow Manager

Operation Views Widget See the status of jobs in your organization

Web AppBuilder Widget Create Workflow Manager jobs

Compatibility with Esri Apps

ArcGIS Workflow Manager: An Introduction

Samples available on Github

Create Job Widget

• Empower users to create

work quickly and easily in

your organization by

integrating ArcGIS

Workflow Manager Server

technology in Web

AppBuilder apps.

Resources

• GeoNet

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

• Product Page

- http://esri.com/workflowmanager

- https://server.arcgis.com/en/workflow-manager/

• Training

- http://training.esri.com/

• Samples

- https://github.com/Esri/workflowmanager-viewer-js

- https://github.com/Esri/workflowmanager-samples

- https://github.com/Esri/production-dashboard-js

- https://github.com/Esri/workflowmanager-createjob-widget

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See Us Here

WORKSHOP LOCATION TIME FRAME

Tuesday, July 09

ArcGIS Workflow Manager: An

Introduction

SDCC - Room 30 C 10:00 am - 11:00 am

ArcGIS Workflow Manager:

Integrate Tasks in Pro and

Workforce for ArcGIS

SDCC - Expo Demo Theater 04 1:15 pm - 2:00 pm

ArcGIS Workflow Manager: The

Road Ahead

SDCC - Room 30 B 4:00 pm - 5:00 pm

Thursday, July 11

Gas Utility Data Management and

Access

SDCC - Room 25 A 10:00 am - 11:00 am

ArcGIS Workflow Manager: The

Road Ahead

SDCC - Room 30 D 1:00 pm - 2:00 pm