Session Manager Database Setup - PostgreSQL

After installing ArcFM Desktop, the following scripts are placed in C:\Program Files (x86)\Miner and Miner\ArcFM Solution\Documentation\Process Framework Enterprise\PostgreSQL, and are used to create the Process Framework and Session Manager schema on a SQL Server instance:

AddWFMData_PostgreSQL.sql
CreatePXTables_PostgreSQL.sql
CreateSMTables_PostgreSQL.sql
CreateWFMTables_PostgreSQL.sql
GrantSMRole_PostgreSQL.sql
GrantWFMRole_PostgreSQL.sql

Database Set Up:

The tables required by the Process Framework engine can be placed in the same PostgreSQL database that contains the SDE geodatabase. The tables (created by the scripts) must be owned by a user named "PROCESS."

Create the PROCESS user in the PostgreSQL instance. It is mandatory that the user name is named "PROCESS." Grant this user access to the database that contains the Process Framework tables.
Open the pgAdmin tool or use psql in a command prompt, connecting to the database discussed in step 2 as the new PROCESS user.
Run the CreatePxTables_PostgreSQL script. This script creates the tables required by the Process Framework engine.
Run the CreateSMTables_PostgreSQL script. This creates the tables required by Session Manager.
As a superuser in PostGresSQL, create a role called "SM_USER." This can either be done in pgAdmin or psql. This role is used to assign the appropriate table privileges to users of Session Manager. The name of this role is not mandatory; however, if you use a different name for this role you must alter the SQL script in the next step.
Connect to the database as the PROCESS user and Run the GrantSMRole_PostgreSQL script. This script grants the appropriate table privileges to the "SM_USER" role. Again, if you changed the role name as discussed in step 6, you must alter this script to use the name you chose.
Grant the various existing PostgreSQL users access to the database discussed in step 2. Since the number of users involved in this step is probably equal to the number of users that access SDE, you should create a script to perform this task.
Add the various existing PostgreSQL users to the "SM_USER" role. Since the number of users involved in this step is probably equal to the number of users that access SDE, you should create a script to perform this task.

Session Manager Administration

Add each user involved in step 8 above to the Process Framework with the "Users" tab in the Process Framework Administration Tool. After you have imported the workflow (see Add Workflow, below), you can also use the "Users" tab to assign the Session Manager user roles to each user.

Add Workflow

The following steps allow you to export the workflow from the sample database provided with the ArcFM Solution installation and import that workflow into your own Process Framework database. Once imported, this workflow can be modified to meet your specific business needs.

To add a workflow, use the Import/Export tab in the Process Framework Administration tool and the sample Session Manager database (SessionManager.mdb) provided with the ArcFM Solution install.
Log in to SessionManager.mdb as "PROCESS."
Select the Import/Export tab.
Select the Export radio button and select the Process Framework Workflow Importer/Exporter checkbox.
Designate an XML file name to which the workflow should be exported.
Click Export and select the MMSessionManager extension.
Close the Process Framework Admin tool when the export is complete so you can log in to your enterprise database.
Log in to your Session Manager database (your enterprise database) as "PROCESS."
Select the Import/Export tab.
Select the Import radio button and browse to the XML file you just exported from the sample data.
Click Import.

For more information about the Process Framework Administration Tool and the Import/Export tab, refer to the Process Framework Administration topics.

Access the Process Framework Administration Tool via the Start menu > ArcFM Solution > Process Framework > Admin.