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

  • ExpressSendToGIS

    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

  • KeepInAsBuilt

    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

  • Create Express Design

    Creates a design for use with Designer Express.

    Database: Enterprise

    Node Type: Work Request

    Transition: Design Work Request

    Assign Subtasks: (in order as shown)

    1. Create Design

    2. Set to Express Design 

  • Open Express Design

    Opens a design for use with Designer Express.

    Database: Enterprise

    Node Type: Design

    Roles: Designer

    Assign Subtasks: (in order as shown)

    1. Open Express Design

  • Open Express Design for As-Built Editing

    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)

    1. Open Express Design for As-Builts

  • Close Express Design

    Closes the currently open Express design.

    Database: Enterprise

    Node Type: Design

    Roles: Designer

    Assign Subtasks:

    • Close Express Design (to close an express design without submitting it to the Geodatabase Manager)

      or

    • Close Express Design with GDBM (to submit an express design to the geodatabase manager while closing it.)

  • Send to GIS

    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.

  • Node Type: Design

  • Deleter: 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. 

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