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Building Your First
Digital File Submission
Meet the Presenters
Christian Berger
Support Specialist,
Customer Solutions
Sienna Emery
Support Specialist,
Customer Solutions
Poll
Have you started your digital file submission project yet?
Agenda
● Intro to Safe Software & FME
● How to get started with your first
digital file submission project
● Building a digital file submission
project
● Tips and Tricks
FME enables the automation of
Data Validation and Transformation
However, getting starting
may seem overwhelming.
We hope this webinar will help guide you through starting to
plan your digital file submission workflow.
Our Mission
To help you maximize the value of
your data.
Years of solving data challenges
27+
13,000+
Organizations trusting us worldwide
Global partners delivering FME Services
150+
128
Countries with FME customers
Safe Software
Company Profile
www.safe.com
Users active in FME Community
16,000+
FME®
Integration Platform
Connect. Transform. Automate.
FME Desktop FME Server FME Cloud
Build & Run Data Workflows Automate Data Workflows
(on-premises)
Automate Data Workflows
(cloud)
Get a free trial of FME Desktop and FME Server at safe.com
Unrivaled Data Support
Planning
CUSTOMER STORY
PROJECT
BCOneCall - Dial before you Dig
SOLUTION
FME automatically extracts information
from GIS and asset management systems
to fulfill underground information
packages.
RESULTS
● Reduced package turnaround time
from 3 days to 3 minutes.
● Re-allocated dedicated staff resource
to other high-value services.
● Removed the risk of manual errors.
CITY OF BURNABY
“Because of FME we were able to
process tickets 24/7 - anytime,
anywhere.”
- Herman Louie, City of Burnaby
https://www.safe.com/customers/city-of-burnaby/
Technical Considerations
Define/Follow Standards and Procedures to validate against:
● Acceptable:
○ File format (.dwg, .dgn, .kml, etc.)
○ Attribute values (date formats, data types,
missing values, etc.)
● Sufficient quality
● Compliant with established business rules
Resource: Automating Digital Survey Plan Submission and Quality Control
Benefits of Digital File Submissions
For the Enterprise
● Reduce Errors and Costs
● Improve Quality
● Reduced Effort
● More Secure
● More Information and Detail
For the End User:
● User Friendly
○ Visual Checks
● Faster approvals
● Notifications for missing
information
MNC Case Study: FME Integration with ParcelMap BC (PMBC)
Enterprise Considerations
Departments involved in current process
● Automated process of Inbound emails
● GIS: File handling, digitization, SDE integration
● Engineering: Attribute validation
(i.e. Civil 3D Object Data)
● Finance: Audit of constructed infrastructure
Who needs access to data? What format would be best?
Automation Considerations
How will the user submit the file?
● Self Serve Application
● Email
● Directory Watch
Build the workflow with the automation in mind
Resource: Getting Started with Automations
Sending Files
How will receive files back?
● Self Serve Application
● Email link
● Email attachment
How large will the file be? How long will your workspace run?
File Storage and Request Tracking
● How will you store files?
○ Will files be stored, on premise or cloud?
○ How long will they be stored?
● How will you track requests?
○ Job history will be lost during an FME Server upgrade and Automation logs are
temporary
○ Youʼll likely want to track requests in another tool
Building Part I
CAD File submission and validation
Connect
Data between
450+ systems
Extend
Capabilities with custom
connections, transformers,
R & Python
Run
Workflows locally or publish
to FME Server
FME Desktop
Quickly author repeatable, self-documenting data integration
workflows using an intuitive visual interface.
No coding required.
Call Before You Dig
The Goal
Protect underground
assets and increase
safety on job sites
The Obstacles
A steady increase
(and surges) in
incoming requests
The Solution
Utilize FME Server
Automations to
process request in a
fraction of the time
The Result
Reduced number
of staff required to
fulfill requests and
faster turn around
Demo
Workspace Recap
Key Transformers for
validation workspace:
● AttributeValidator
● DuplicateFilter
● GeometryValidator
● SchemaScanner
Building Part II
Transforming and sharing the data
Build
Create schedules, web
applications and
automations in a GUI.
Scale
Process massive amounts
of data as needed.
Control
Cost effectively deploy
processing
close to the source.
FME Server
Connects more than just data and applications, it
connects teams.
Automations Or a Server App…. why not both?
Sometimes you can get the best of both worlds!
● Automations allow users to string multiple
workspaces and actions together to be
processed…. Automatically
● Server Apps allow users to upload files, run
a workspace and get immediate feedback
● But what if a solution requires both?
Automating after a Server App
● The FME Server App triggers the FMEServerResourceConnector to upload a file to
the Server
● This uploads triggers and automation to run using the Directory Watch trigger
CAD to ArcGIS Online and Excel
Once the users CAD file is validated, the automation kicks off a workspace that sends
the data to ArcGIS Online
The GIS and accounting departments are immediately notified through email.
Resource: Working with CAD Data and FME
Guaranteed Delivery
Automated Retries is a new feature in FME Server Automations 2021.0 that allow
Workspace Actions and External Actions to be automatically retried in the case of a
failure
Resource: Configuring Guaranteed Delivery in FME Server Automations with Automated Retries
Upload to your Cloud Storage
Keeping the Receipts!
● Original files can be
uploaded with a text
file with timestamps
or any important
information from the
file
Connector Transformer (within job):
● AmazonS3
● AutoDesk A360/BIM360
● Box
● DropBox
● GoogleDrive
● OneDrive
● ProjectWise
● SharePoint
Cloud Storage and Archive
External Action (Automation):
● DropBox
● S3
Demo
Recap
In 2020 alone, Burnaby
estimates they saved:
● 1.56 staff members
(annual)
○ ~342.5 hours
Since May 2017
● 36,270 requests
processed
A Little Less Talk, a Lot More Action
Tips & Tricks
Donʼt start from scratch:
● Demoʼs, templates, articles!
● Find the right balance of details
required for submissions
● Consider implementing in phases
○ P1. File Validation
○ P2. Integrate with other depts.
Plan:
● Gather resources and start small
Build:
● QA and deploy the project
Retrospective:
● What works well? Where can it be
improved?
● Who else could benefit?
Key Takeaways
“Because of FME we were able to process
tickets 24/7 - anytime, anywhere.”
- Herman Louie, City of Burnaby
Next Steps
Download
FME 2021.2 &
the webinar
workspaces
Apply the
workspaces to your
own data to
manage changes
Free Trial | Upgrade
Contact us. We
would love to chat
with you about
anything data
info@safe.com
Resources
● Bridging Between CAD & GIS: 8 Ways to Automate Data Integration
● City of Burnaby Customer Story
● Local Government Data Integration Solutions
● Local Government Customer Spotlights
Claim Your Community Badge
Get community badges for
watching webinars!
fme.ly/WebinarBadge Todayʼs Code: APMBL
The Peak of Data Integration 2022 UC
August 24-26, 2022 Vancouver, Canada
Appy to present | Register now
Check out our upcoming
& on-demand webinars:
safe.com/webinars
Q&A
Thank you!
Download FME 2021.2 Free Trial | Upgrade
Contact us info@safe.com
Connect with us in the Community
Connect with us for more FME
Please share
your feedback
with us through
the webinar
survey!

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Building Your First Digital File Submission

  • 1. Building Your First Digital File Submission
  • 2. Meet the Presenters Christian Berger Support Specialist, Customer Solutions Sienna Emery Support Specialist, Customer Solutions
  • 3. Poll Have you started your digital file submission project yet?
  • 4. Agenda ● Intro to Safe Software & FME ● How to get started with your first digital file submission project ● Building a digital file submission project ● Tips and Tricks
  • 5. FME enables the automation of Data Validation and Transformation
  • 6. However, getting starting may seem overwhelming. We hope this webinar will help guide you through starting to plan your digital file submission workflow.
  • 7. Our Mission To help you maximize the value of your data.
  • 8. Years of solving data challenges 27+ 13,000+ Organizations trusting us worldwide Global partners delivering FME Services 150+ 128 Countries with FME customers Safe Software Company Profile www.safe.com Users active in FME Community 16,000+
  • 9. FME® Integration Platform Connect. Transform. Automate. FME Desktop FME Server FME Cloud Build & Run Data Workflows Automate Data Workflows (on-premises) Automate Data Workflows (cloud) Get a free trial of FME Desktop and FME Server at safe.com
  • 12. CUSTOMER STORY PROJECT BCOneCall - Dial before you Dig SOLUTION FME automatically extracts information from GIS and asset management systems to fulfill underground information packages. RESULTS ● Reduced package turnaround time from 3 days to 3 minutes. ● Re-allocated dedicated staff resource to other high-value services. ● Removed the risk of manual errors. CITY OF BURNABY “Because of FME we were able to process tickets 24/7 - anytime, anywhere.” - Herman Louie, City of Burnaby https://www.safe.com/customers/city-of-burnaby/
  • 13. Technical Considerations Define/Follow Standards and Procedures to validate against: ● Acceptable: ○ File format (.dwg, .dgn, .kml, etc.) ○ Attribute values (date formats, data types, missing values, etc.) ● Sufficient quality ● Compliant with established business rules Resource: Automating Digital Survey Plan Submission and Quality Control
  • 14. Benefits of Digital File Submissions For the Enterprise ● Reduce Errors and Costs ● Improve Quality ● Reduced Effort ● More Secure ● More Information and Detail For the End User: ● User Friendly ○ Visual Checks ● Faster approvals ● Notifications for missing information MNC Case Study: FME Integration with ParcelMap BC (PMBC)
  • 15. Enterprise Considerations Departments involved in current process ● Automated process of Inbound emails ● GIS: File handling, digitization, SDE integration ● Engineering: Attribute validation (i.e. Civil 3D Object Data) ● Finance: Audit of constructed infrastructure Who needs access to data? What format would be best?
  • 16. Automation Considerations How will the user submit the file? ● Self Serve Application ● Email ● Directory Watch Build the workflow with the automation in mind Resource: Getting Started with Automations
  • 17. Sending Files How will receive files back? ● Self Serve Application ● Email link ● Email attachment How large will the file be? How long will your workspace run?
  • 18. File Storage and Request Tracking ● How will you store files? ○ Will files be stored, on premise or cloud? ○ How long will they be stored? ● How will you track requests? ○ Job history will be lost during an FME Server upgrade and Automation logs are temporary ○ Youʼll likely want to track requests in another tool
  • 19. Building Part I CAD File submission and validation
  • 20. Connect Data between 450+ systems Extend Capabilities with custom connections, transformers, R & Python Run Workflows locally or publish to FME Server FME Desktop Quickly author repeatable, self-documenting data integration workflows using an intuitive visual interface. No coding required.
  • 21. Call Before You Dig The Goal Protect underground assets and increase safety on job sites The Obstacles A steady increase (and surges) in incoming requests The Solution Utilize FME Server Automations to process request in a fraction of the time The Result Reduced number of staff required to fulfill requests and faster turn around
  • 22. Demo
  • 23. Workspace Recap Key Transformers for validation workspace: ● AttributeValidator ● DuplicateFilter ● GeometryValidator ● SchemaScanner
  • 24. Building Part II Transforming and sharing the data
  • 25. Build Create schedules, web applications and automations in a GUI. Scale Process massive amounts of data as needed. Control Cost effectively deploy processing close to the source. FME Server Connects more than just data and applications, it connects teams.
  • 26. Automations Or a Server App…. why not both? Sometimes you can get the best of both worlds! ● Automations allow users to string multiple workspaces and actions together to be processed…. Automatically ● Server Apps allow users to upload files, run a workspace and get immediate feedback ● But what if a solution requires both?
  • 27. Automating after a Server App ● The FME Server App triggers the FMEServerResourceConnector to upload a file to the Server ● This uploads triggers and automation to run using the Directory Watch trigger
  • 28. CAD to ArcGIS Online and Excel Once the users CAD file is validated, the automation kicks off a workspace that sends the data to ArcGIS Online The GIS and accounting departments are immediately notified through email. Resource: Working with CAD Data and FME
  • 29. Guaranteed Delivery Automated Retries is a new feature in FME Server Automations 2021.0 that allow Workspace Actions and External Actions to be automatically retried in the case of a failure Resource: Configuring Guaranteed Delivery in FME Server Automations with Automated Retries
  • 30. Upload to your Cloud Storage Keeping the Receipts! ● Original files can be uploaded with a text file with timestamps or any important information from the file
  • 31. Connector Transformer (within job): ● AmazonS3 ● AutoDesk A360/BIM360 ● Box ● DropBox ● GoogleDrive ● OneDrive ● ProjectWise ● SharePoint Cloud Storage and Archive External Action (Automation): ● DropBox ● S3
  • 32. Demo
  • 33. Recap
  • 34. In 2020 alone, Burnaby estimates they saved: ● 1.56 staff members (annual) ○ ~342.5 hours Since May 2017 ● 36,270 requests processed A Little Less Talk, a Lot More Action
  • 35. Tips & Tricks Donʼt start from scratch: ● Demoʼs, templates, articles! ● Find the right balance of details required for submissions ● Consider implementing in phases ○ P1. File Validation ○ P2. Integrate with other depts.
  • 36. Plan: ● Gather resources and start small Build: ● QA and deploy the project Retrospective: ● What works well? Where can it be improved? ● Who else could benefit? Key Takeaways
  • 37. “Because of FME we were able to process tickets 24/7 - anytime, anywhere.” - Herman Louie, City of Burnaby
  • 38. Next Steps Download FME 2021.2 & the webinar workspaces Apply the workspaces to your own data to manage changes Free Trial | Upgrade Contact us. We would love to chat with you about anything data info@safe.com
  • 39. Resources ● Bridging Between CAD & GIS: 8 Ways to Automate Data Integration ● City of Burnaby Customer Story ● Local Government Data Integration Solutions ● Local Government Customer Spotlights
  • 40. Claim Your Community Badge Get community badges for watching webinars! fme.ly/WebinarBadge Todayʼs Code: APMBL
  • 41. The Peak of Data Integration 2022 UC August 24-26, 2022 Vancouver, Canada Appy to present | Register now
  • 42. Check out our upcoming & on-demand webinars: safe.com/webinars
  • 43. Q&A
  • 44. Thank you! Download FME 2021.2 Free Trial | Upgrade Contact us info@safe.com Connect with us in the Community Connect with us for more FME Please share your feedback with us through the webinar survey!