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