ArcFM Desktop Configuration Guide
Upgrade to 9.3.1
Version: 10.2.1c and 10.2.1c SP3 |
| ArcFM Desktop > Set Up Process Framework Tools > Upgrade Workflow Manager > Upgrade to 9.3.1 |
With release 9.3.1, changes were made to support Designer Express functionality. The following upgrades are necessary only if you wish to implement Designer Express.
These instructions are intended for GIS administrators who currently are in production with Workflow Manager and who want to upgrade to the most recent release of the ArcFM Solution. This document does not apply if you are not currently using Workflow Manager and will be implementing it with the most recent version of the ArcFM Solution (i.e., you are new to ArcFM and are starting with the most recent release). If this is the case, refer to Set Up Workflow Manager.
If you are upgrading your Process Framework, you may also need to use the Process Framework Database Upgrade tool.
Create Role
The Role must be spelled and capitalized exactly as shown below. However, the Role Name is how it appears in the user interface and can be any name you'd like. Assign this role to any user that will access the Cost Item Library Manager.
Role: EXPRESS_POWER_USER (must be spelled and capitalized exactly as shown)
Extensions: MMWorkflowManager
Create Transitions
Database: Enterprise
Transition Name: Send Express Design to GIS
Node Type: Design
Roles: Assign roles as appropriate
From States: <None> and In Design
To State: As-Built Editing
Database: Enterprise
Transition Name: Keep in As-Built Phase
Node Type: Design
Roles: Designer
From States: <None> and As-Built Editing
To State: As-Built Editing
Create Tasks
Creates a design for use with Designer Express.
Database: Enterprise
Node Type: Work Request
Transition: Design Work Request
Assign Subtasks: (in order as shown)
- Create Design
- Set to Express Design
Opens a design for use with Designer Express.
Database: Enterprise
Node Type: Design
Roles: Designer
Assign Subtasks: (in order as shown)
- Open Express Design
Opens an Express design for as-built editing.
Database: Enterprise
Node Type: Design
Transition: Keep in As-Built Phase
Assign Subtasks: (in order as shown)
- Open Express Design for As-Builts
Closes the currently open Express design.
Database: Enterprise
Node Type: Design
Roles: Designer
Assign Subtasks:
Sends the selected express design to the GIS and converts it to a regular design.
Database: Enterprise
Node Type: Design
Transition: Send Express Design to GIS
Assign Subtasks: No subtasks are required, but they can be assigned. For example, Change Owner, Is Express Design (recommended).
Update Deleter
On the Node Types tab, update the following node type to use the Express Deleter.
Configuration Values
On the Configuration tab, add the following configuration values.
ExpressEstimateStylesheet: Used by Designer Express. This value provides a path to the XSL stylesheet used when exporting the Design Estimate report to Excel or a web browser (as HTML). Enter the path and file name. If you do not enter a value, the Design Estimate report will be exported into the default stylesheet included with Designer Express.
ExpressEstimateOpenWith: Used by Designer Express. This value determines in what format the Design Estimate report is exported. There are three valid options for this config value:
Browser: Export the Design Estimate report to a web browser as HTML. This uses the stylesheet indicated by the ExpressEstimateStylesheet value.
Excel: Export the Design Estimate report to Excel. This uses the stylesheet indicated by the ExpressEstimateStylesheet value.
Excelxmlmap: Export the Design Estimate report to an Excel template with an embedded map. This uses the Excel file indicated by the ExpressEstimateWorkbook value and the workbook within that file indicated by the ExpressEstimateExcelXmlMap value.
ExpressEstimateWorkbook: Used by Designer Express. This value provides a path to the Excel template to be used when exporting the Design Estimate report to an Excel spreadsheet that contains and embedded map. This value is only necessary if the ExpressEstimateOpenWith config value is set to Excelxmlmap.
ExpressEstimateExcelXmlMap: Used by Designer Express. This value provides the name of the workbook that contains the embedded map. This value is only necessary if the ExpressEstimateOpenWith config value is set to Excelxmlmap.
