ArcGIS Workflow Manager Advanced Workflows and Concepts

Esri UC2013 . Technical Workshop .

Technical Workshop

2013 Esri International User ConferenceJuly 8–12, 2013 | San Diego, California

ArcGIS Workflow Manager Advanced Workflows and Concepts

Kevin Bedel

Nishi Mishra


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



ArcGIS Workflow Manager Overview


What is ArcGIS Workflow Manager

A framework for continuous process improvement

Plan & Create

Execute & ManageEvaluate & Improve

• Allows users to:

- Plan and create

workflows efficiently

- Execute and manage

standardized workflows

- Evaluate and improve

performance continuously



Workflow Manager System Framework

Geospatial Data

…Standard or higher

Desktop

Administrator

Application

ServerWeb applications

…Standard or higher

Web APIsWeb APIs



Intro

Demo


Scenario – Map Production Workflow

• Improve existing business process

• Use business information to notify stakeholders

• Reduce number of manual steps

Type Presentation Name Here


Configuring ArcGIS Workflow Manager


Configuring ArcGIS Workflow Manager

• Designing workflows

• Integrating user and business data

• Utilizing tokens

• Sending notifications

• Advanced workflow modeling



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



Designing WorkflowsWorkflow Design Cycle

• Create step types

• Create workflow- Drag step types into canvas- Connect steps using paths

• Configure step properties and path conditions



Designing WorkflowsConfiguring Job Types

• Choose a workflow

• Associate maps

• Set default properties

• Execute upon creation



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



Designing Workflows

Demo


Integrating User Data

• Integrate with Active Directory- Import users and groups from Active Directory- Can repeat to get up-to-date information


WMXUsersWMXUsers

AndyAndy

CharlotteCharlotte

JasonJason

WMXGroupsWMXGroups

Technicians

AndyAndy

JasonJason

Managers

CharlotteCharlotte


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



Extended Properties

• Stored in separate geodatabase tables

• Must contain a long integer field that joins to job ID

job_id job_name …

1 JOB_1

22 JOB_22 JobID Requestor …

22 Planning

1 Zoning

Jobs Table

Extended Property Table



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



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



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- Job events and activities- Important work milestones

Manager

GIS Analysts

Data CollectionData Collection

Data Processing

Data Processing

Edit Data and MapEdit Data and Map

Perform Quality Check

Perform Quality Check

Create theFinal OutputCreate the

Final Output



Extended PropertiesTokensNotifications

Integrating Business Data

Demo


Advanced Workflow ModelingWorkflow Automation

• Embed workflows within a workflow- Reusable sequences of steps- Automatically executed together



Advanced Workflow ModelingGeoprocessing (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



Advanced Workflow ModelingIntegrated Geoprocessing



Advanced Workflow ModellingChild 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

Collect Data 1

Create Map

Collect Data 2

Collect Data 3

All Jobs Closed


• CreateJobAdvanced step can create child jobs- Can also create a dependency- Split parent job by geographic area


Advanced Workflow ModellingChild Jobs and Dependencies


Sub-workflowsIntegrated Geoprocessing

Advanced Workflow Modeling

Demo


Extending ArcGIS

Workflow Manager


Extending ArcGIS Workflow ManagerDeveloper Options

• Extend the workflow- Custom steps

• Extend the User Interface- Commands and tools- Application panels- Job views- Custom web viewers



Extend the WorkflowCustom 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



Extend Desktop User InterfaceCustom 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



Extending Desktop UICustom Job Panels

• Custom Job Panel adds a new tab in Job View- Tied to a specific job- Display custom business information

Your Tab Here



Custom Web Applications

• Source code is provided for out-of-the-box viewers

• Can also create custom viewers- JavaScript, Flex and Silverlight APIs



Custom Steps

Extending ArcGIS Workflow Manager

Demo


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



Resources

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

• Resource Center - http://resources.arcgis.com/en/communities/workfl

ow-manager/

• Training- http://training.esri.com/

• Forums- http://

forums.arcgis.com/forums/71-Workflow-Manager



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



Please fill out the session evaluation

Offering ID: 1352

Online – www.esri.com/ucsessionsurveys

Paper – pick up and put in drop box

Thank you…


Esri UC2013 . Technical Workshop . ArcGIS Workflow Manager Advanced Workflows and Concepts

ArcGIS Workflow Manager Advanced Workflows and Concepts

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