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Initiating and Advancing
Your Strategic GIS
Governance Strategy
Don
Murray
Co-Founder
Safe Software
Théo
Drogo
GIS Strategic Advisor
Consortech
Lesley
MacKenzie
Director of Innovation,
Consortech
Francis
Vanden Bulcke
GIS Application Manager
District09
Jelle
De Zwaef
Founder / FME Expert
Nordend
Agenda
1 Introduction
2 Nordend & District09 | Governance on FME Flow at
3 Consortech | FME Governance Start of the Right Foot
4 Resources
5 Next Steps
6 Q&A Discussion
Agenda
Municipality of Ghent
with a Simple Self-Assessment
Welcome to Livestorm.
A few ways to engage with us during the webinar:
Audio issues? Click this for 4 simple
troubleshooting steps.
Poll:
What is the biggest challenge you
face in implementing GIS/data
Governance in your organization?
1
Introduction
Today…
Gain tools for efficient deployment
and management of a GIS/Data
Governance strategy within your
own organization.
Introduction
One platform, two technologies
FME Form FME Flow
Build and run data workflows Automate data workflows
FME Flow Hosted
Safe Software managed instance
fme.safe.com/platform
FME Enterprise Integration Platform
Introduction to FME
2
Governance on
FME Flow at
Municipality of
Ghent
We are
● Strategic ICT partner of City of Ghent
We provide
● IT infrastructure
● Application development
● Digital Innovation
● E-inclusion
⇒ To the city and its partner organisations
We are
● Consultants in FME-BIM-GIS
● Bronze Partner
We provide
● FME-BIM-GIS Consultancy
● Data Governance Services
● Training in FME - GIS
⇒ To public services as well as private market
Introduction
Agenda
1. Best Practices FME Flow
2. Resources
3. SDE / DB / Web Connections
4. Python / Deployment Parameters
5. Roles & rights
6. Project Deployment
Introduction
Best Practices on FME
Flow when processes are
made by Business
Introduction
Best Practices at District09
Governance can help to:
• Manage access to Repositories / Resources / DB Connections / Web Connections
• Avoid passwords in Workspaces (and Github)
• Make Business self-reliant
• Deploy to PR without modifications in the Workspace
Introduction
Implementation
of Governance
Resources
● No granular access to
FME_SHAREDRESOURCE_DATA
● Add network locations on Staging and PR
Implementation of Governance
SDE Connections
● Use Parameter in FME Form
● Central Share: AD User / Staging and
PR: SQL User
Implementation of Governance
DB Connections / Web Connections
● Use Parameter in FME Form
● Different content on central share and Staging /
PR
● Desktop: AD User / Staging and PR: SQL User
Implementation of Governance
Main idea for Access
● FME Form: AD user
● FME Flow: service accounts
Implementation of Governance
Passwords
● Python files next to Workspaces
● No check-in to Github
Implementation of Governance
Replace by Deployment Parameters
● Replace Python
■ Text (e.g. API keys, passwords)
● Replace DB / Web Connections in Workbench
■ No import of XML file with all connections
■ Different access rights
Implementation of Governance
Deployment Parameters: Improvements
● Text parameter: make it hidden + give description
● Values visible in FME Form (passwords)
● All types (text/web/DB) are mixed 🡪 categories
● Access rights in store directly (not only in items)
● Not selectable in Readers/Writers
Implementation of Governance
Deployment Parameters: Improvements
Implementation of Governance
Change existing Workspaces
● Read Workspaces as text and look for passwords
● Migrate 500+ Workspaces to new deployment method
Implementation of Governance
Roles and rights
● Developer: can only publish on Staging
● User: can test on FME Flow
Implementation of Governance
Roles and rights
Use load template to give the
same basic rights to developers
and to avoid mistakes.
Implementation of Governance
Roles and rights
● AD Groups to Repositories and Resources
● Self-reliant management AD groups
Implementation of Governance
Roles and rights: external tool
Data manager of a city
department can grant
rights to users.
Implementation of Governance
Roles and rights: improvement on FME Flow
● Permissions on FME Flow not consistent:
■ DB/Web Connections: only full access (Automations: View/Run/Full
Access)
■ Schedules: only full access
■ Flow Apps: not possible to share directly
Implementation of Governance
● Already on the list
● Important to detect conflicts
Implementation of Governance
Calendar view for FME Flow schedules
Deployment Preparation
● FME Developer of Business prepares Project
● Project is validated:
■ Content Project: no DB/Web Connections,
Tokens, Users, Python files
■ Workspaces: no passwords, no embedded
connections, existence of SDE/DB/Web
Connections on PR environment
Implementation of Governance
Deployment Execution
● Business creates ticket
● Import project:
■ Overwrite existing
■ Token for Flow/Automation App are
disabled on the target system until
explicitly enabled.
Implementation of Governance
Conclusion
Summary
● Split access of AD and Service Users
● Let business prepare the Projects
● Validate the projects
● Deploy to PR with minimal effort
Conclusion
The customer can work
flexibly, under full control of
the FME Administrator
Conclusion
Next Steps
Conclusion
1
Apply Governance
FME Flow
2
Deploy processes by
system admin instead of
publishing directly to PR
Thank you Francis Vanden Bulcke
Francis.VandenBulcke@district09.gent
Jelle De Zwaef
Jelle@nordend.eu
3
FME Governance:
Start on the Right
Foot with a Simple
Self-Assessment
Agenda
1 Introduction
2 Brief overview of governance around FME
3 How to do an FME Assessment
4 Assessment in action
5 Conclusion
We are
● GIS Consultants - 34 years in business
● Sole FME Platinum Partner in North America
We provide
● Strategic consulting, assessment, governance
● A structure implementation methodology
● Skills transfer (training, coaching, codev)
● Resale of licenses and needs analysis
GIS must-have
complementary technologies
Introduction
Grew organically in most
organizations
Managed by a few experts
Little to no organization
The cool unknown tool secretly
crunching away on data
Since 2008
FME Server(Now
FME Flow)
Inevitable
Challenges a
decade later
These include:
● Quality Control
● Staff Turnover
● Permissions and security
issues
● Volume of content with no
organization
● Legacy content
A Brief History
Challenges
faced by
everyone
● Changing IT Landscape
○ More deployment
options
○ IT security concerns are
increasing
● Integrations are not limited
to just GIS systems
● Bigger implementations of
FME
Solution? FME Governance
and Implementation Plan.
Introduction
Our Pillars for FME Governance
Technology
People
Practices
Key Pillars
of how we approach
FME Governance
● The business needs drive all the
REST
● What are you doing with FME
and WHY?
● What do you want to do with
FME?
○ Six months
○ 1 year
○ 3 years
The Main Driver The Mindset
● Avoid scarcity-based thinking
● Measure the value FME is
bringing to solutions
● Collaborative thinking
What
Governance
is not
✖ A 3000-page rule book
✖ One size fits all
✖ Static in time
Introduction
Assessing
your FME
Platform
Where do we stand
with FME?
Assessing your FME Platform
Regardless of the scenario, the assessment
methodology must be the same…
Initial
diagnostic
Analysis and
cross-reference
Prioritization and
recommendation
Roadmap &
implementation
Depending on the initial context, certain steps will be analyzed in greater depth.
Assessing your FME Platform
1. Initial diagnostic
• Implementation history
• Organizational context
• Users (type and skills)
• Overview of systems
• FME vision
FME Global
Context
• Infrastructure
• Architecture
• Security
• Configuration
FME Flow
environment • Backup
• DEV vs UAT vs PROD
• Monitoring
• Maintenance
• User management
• Etc.
FME Flow
Management
• Workspaces
• Automated processes
• FME apps
• Etc.
Business
use of FME
A sequence of workshops, each having specific objectives
Assessing your FME Platform
Evaluate the information gathered
during the workshops
● Cross-reference and brainstorm
on specific topics
● Identify challenges
● Etc.
Technical analysis of the most
representative processes
● Workspaces
● Notification streams
● Etc.
2. Analysis phase
You can also use FME to analyze FME…
Assessing your FME Platform
Take into consideration
the organization’s …
● Priorities
● Orientation
● Constraints
3. Define priorities
and recommendations
Assessing your FME Platform
☑ Identify gaps between the
current and the target state
☑ Synthesize gathered
information to establish
recommendations
☑ Agree on the elements that
should be implemented
This step will help
define a clear roadmap
for the next stage.
Assessing your FME Platform
4.
Roadmap &
implementation
Assessment
in Action
Assessment in Action
Conclusion
Summary
● Business needs drive everything
● Measure your success
● Assess where your organization is today
● Pick impactful actions
● Don’t think with a scarcity mindset
Conclusion
Get your FREE
FME Governance
self-assessment
Resources
bit.ly/FME-Governance
Thank you
Lesley MacKenzie
lesleym@consortech.com
Théo Drogo
theod@consortech.com
4
Resources
29+
27K+
128
190
20K+
years of solving data
challenges
FME Community
members
countries with
FME customers
organizations worldwide
global partners with
FME services
29+
29K+
128
140+
25K+
years of solving data
challenges
FME Community
members
countries with
FME customers
organizations worldwide
global partners with
FME services
200K+
users worldwide
Safe & FME
Check out how-to’s & demos
in the knowledge base
community.safe.com
/s/knowledge-base
Knowledge Base Webinars
Upcoming & on-demand
webinars
safe.com/webinars
Get our Ebook
Spatial Data for the
Enterprise
fme.ly/gzc
Data is not just a commodity but
a catalyst for real change.
academy.safe.com
FME Academy
5
Next Steps
We’d love to help you get
started.
Get in touch with us at
info@safe.com
Experience the FME Accelerator
Contact Us
A world where data is not just a
commodity but a catalyst for
real change.
academy.safe.com
ClaimYour Community Badge
● Get community badges for watching
webinars!
● fme.ly/WebinarBadge
● Today’s code: GFMAL
Join the Community today!
6
Q&A
ThankYou
Recap of Next Steps
1 Join the FME Community
2 Contact today’s speakers:
Jelle@nordend.eu
Francis.VandenBulcke@district09.gent
lesleym@consortech.com
theod@consortech.com
3 Experience the FME Accelerator
Please fill out our webinar survey

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Initiating and Advancing Your Strategic GIS Governance Strategy

  • 1. Initiating and Advancing Your Strategic GIS Governance Strategy
  • 2. Don Murray Co-Founder Safe Software Théo Drogo GIS Strategic Advisor Consortech Lesley MacKenzie Director of Innovation, Consortech
  • 3. Francis Vanden Bulcke GIS Application Manager District09 Jelle De Zwaef Founder / FME Expert Nordend
  • 4. Agenda 1 Introduction 2 Nordend & District09 | Governance on FME Flow at 3 Consortech | FME Governance Start of the Right Foot 4 Resources 5 Next Steps 6 Q&A Discussion Agenda Municipality of Ghent with a Simple Self-Assessment
  • 5. Welcome to Livestorm. A few ways to engage with us during the webinar: Audio issues? Click this for 4 simple troubleshooting steps.
  • 6. Poll: What is the biggest challenge you face in implementing GIS/data Governance in your organization?
  • 8. Today… Gain tools for efficient deployment and management of a GIS/Data Governance strategy within your own organization. Introduction
  • 9. One platform, two technologies FME Form FME Flow Build and run data workflows Automate data workflows FME Flow Hosted Safe Software managed instance fme.safe.com/platform FME Enterprise Integration Platform Introduction to FME
  • 10. 2 Governance on FME Flow at Municipality of Ghent
  • 11. We are ● Strategic ICT partner of City of Ghent We provide ● IT infrastructure ● Application development ● Digital Innovation ● E-inclusion ⇒ To the city and its partner organisations
  • 12. We are ● Consultants in FME-BIM-GIS ● Bronze Partner We provide ● FME-BIM-GIS Consultancy ● Data Governance Services ● Training in FME - GIS ⇒ To public services as well as private market Introduction
  • 13. Agenda 1. Best Practices FME Flow 2. Resources 3. SDE / DB / Web Connections 4. Python / Deployment Parameters 5. Roles & rights 6. Project Deployment
  • 15. Best Practices on FME Flow when processes are made by Business Introduction
  • 16. Best Practices at District09 Governance can help to: • Manage access to Repositories / Resources / DB Connections / Web Connections • Avoid passwords in Workspaces (and Github) • Make Business self-reliant • Deploy to PR without modifications in the Workspace Introduction
  • 18. Resources ● No granular access to FME_SHAREDRESOURCE_DATA ● Add network locations on Staging and PR Implementation of Governance
  • 19. SDE Connections ● Use Parameter in FME Form ● Central Share: AD User / Staging and PR: SQL User Implementation of Governance
  • 20. DB Connections / Web Connections ● Use Parameter in FME Form ● Different content on central share and Staging / PR ● Desktop: AD User / Staging and PR: SQL User Implementation of Governance
  • 21. Main idea for Access ● FME Form: AD user ● FME Flow: service accounts Implementation of Governance
  • 22. Passwords ● Python files next to Workspaces ● No check-in to Github Implementation of Governance
  • 23. Replace by Deployment Parameters ● Replace Python ■ Text (e.g. API keys, passwords) ● Replace DB / Web Connections in Workbench ■ No import of XML file with all connections ■ Different access rights Implementation of Governance
  • 24. Deployment Parameters: Improvements ● Text parameter: make it hidden + give description ● Values visible in FME Form (passwords) ● All types (text/web/DB) are mixed 🡪 categories ● Access rights in store directly (not only in items) ● Not selectable in Readers/Writers Implementation of Governance
  • 26. Change existing Workspaces ● Read Workspaces as text and look for passwords ● Migrate 500+ Workspaces to new deployment method Implementation of Governance
  • 27. Roles and rights ● Developer: can only publish on Staging ● User: can test on FME Flow Implementation of Governance
  • 28. Roles and rights Use load template to give the same basic rights to developers and to avoid mistakes. Implementation of Governance
  • 29. Roles and rights ● AD Groups to Repositories and Resources ● Self-reliant management AD groups Implementation of Governance
  • 30. Roles and rights: external tool Data manager of a city department can grant rights to users. Implementation of Governance
  • 31. Roles and rights: improvement on FME Flow ● Permissions on FME Flow not consistent: ■ DB/Web Connections: only full access (Automations: View/Run/Full Access) ■ Schedules: only full access ■ Flow Apps: not possible to share directly Implementation of Governance
  • 32. ● Already on the list ● Important to detect conflicts Implementation of Governance Calendar view for FME Flow schedules
  • 33. Deployment Preparation ● FME Developer of Business prepares Project ● Project is validated: ■ Content Project: no DB/Web Connections, Tokens, Users, Python files ■ Workspaces: no passwords, no embedded connections, existence of SDE/DB/Web Connections on PR environment Implementation of Governance
  • 34. Deployment Execution ● Business creates ticket ● Import project: ■ Overwrite existing ■ Token for Flow/Automation App are disabled on the target system until explicitly enabled. Implementation of Governance
  • 36. Summary ● Split access of AD and Service Users ● Let business prepare the Projects ● Validate the projects ● Deploy to PR with minimal effort Conclusion
  • 37. The customer can work flexibly, under full control of the FME Administrator Conclusion
  • 38. Next Steps Conclusion 1 Apply Governance FME Flow 2 Deploy processes by system admin instead of publishing directly to PR
  • 39. Thank you Francis Vanden Bulcke Francis.VandenBulcke@district09.gent Jelle De Zwaef Jelle@nordend.eu
  • 40. 3 FME Governance: Start on the Right Foot with a Simple Self-Assessment
  • 41. Agenda 1 Introduction 2 Brief overview of governance around FME 3 How to do an FME Assessment 4 Assessment in action 5 Conclusion
  • 42. We are ● GIS Consultants - 34 years in business ● Sole FME Platinum Partner in North America We provide ● Strategic consulting, assessment, governance ● A structure implementation methodology ● Skills transfer (training, coaching, codev) ● Resale of licenses and needs analysis GIS must-have complementary technologies Introduction
  • 43. Grew organically in most organizations Managed by a few experts Little to no organization The cool unknown tool secretly crunching away on data Since 2008 FME Server(Now FME Flow) Inevitable Challenges a decade later These include: ● Quality Control ● Staff Turnover ● Permissions and security issues ● Volume of content with no organization ● Legacy content A Brief History Challenges faced by everyone ● Changing IT Landscape ○ More deployment options ○ IT security concerns are increasing ● Integrations are not limited to just GIS systems ● Bigger implementations of FME
  • 44. Solution? FME Governance and Implementation Plan. Introduction
  • 45. Our Pillars for FME Governance Technology People Practices Key Pillars of how we approach FME Governance
  • 46. ● The business needs drive all the REST ● What are you doing with FME and WHY? ● What do you want to do with FME? ○ Six months ○ 1 year ○ 3 years The Main Driver The Mindset ● Avoid scarcity-based thinking ● Measure the value FME is bringing to solutions ● Collaborative thinking What Governance is not ✖ A 3000-page rule book ✖ One size fits all ✖ Static in time Introduction
  • 48. Where do we stand with FME? Assessing your FME Platform
  • 49. Regardless of the scenario, the assessment methodology must be the same… Initial diagnostic Analysis and cross-reference Prioritization and recommendation Roadmap & implementation Depending on the initial context, certain steps will be analyzed in greater depth. Assessing your FME Platform
  • 50. 1. Initial diagnostic • Implementation history • Organizational context • Users (type and skills) • Overview of systems • FME vision FME Global Context • Infrastructure • Architecture • Security • Configuration FME Flow environment • Backup • DEV vs UAT vs PROD • Monitoring • Maintenance • User management • Etc. FME Flow Management • Workspaces • Automated processes • FME apps • Etc. Business use of FME A sequence of workshops, each having specific objectives Assessing your FME Platform
  • 51. Evaluate the information gathered during the workshops ● Cross-reference and brainstorm on specific topics ● Identify challenges ● Etc. Technical analysis of the most representative processes ● Workspaces ● Notification streams ● Etc. 2. Analysis phase You can also use FME to analyze FME… Assessing your FME Platform
  • 52. Take into consideration the organization’s … ● Priorities ● Orientation ● Constraints 3. Define priorities and recommendations Assessing your FME Platform ☑ Identify gaps between the current and the target state ☑ Synthesize gathered information to establish recommendations ☑ Agree on the elements that should be implemented This step will help define a clear roadmap for the next stage.
  • 53. Assessing your FME Platform 4. Roadmap & implementation
  • 57. Summary ● Business needs drive everything ● Measure your success ● Assess where your organization is today ● Pick impactful actions ● Don’t think with a scarcity mindset Conclusion
  • 58. Get your FREE FME Governance self-assessment Resources bit.ly/FME-Governance
  • 61. 29+ 27K+ 128 190 20K+ years of solving data challenges FME Community members countries with FME customers organizations worldwide global partners with FME services 29+ 29K+ 128 140+ 25K+ years of solving data challenges FME Community members countries with FME customers organizations worldwide global partners with FME services 200K+ users worldwide Safe & FME
  • 62. Check out how-to’s & demos in the knowledge base community.safe.com /s/knowledge-base Knowledge Base Webinars Upcoming & on-demand webinars safe.com/webinars
  • 63. Get our Ebook Spatial Data for the Enterprise fme.ly/gzc Data is not just a commodity but a catalyst for real change. academy.safe.com FME Academy
  • 65. We’d love to help you get started. Get in touch with us at info@safe.com Experience the FME Accelerator Contact Us A world where data is not just a commodity but a catalyst for real change. academy.safe.com
  • 66. ClaimYour Community Badge ● Get community badges for watching webinars! ● fme.ly/WebinarBadge ● Today’s code: GFMAL Join the Community today!
  • 67. 6 Q&A
  • 68. ThankYou Recap of Next Steps 1 Join the FME Community 2 Contact today’s speakers: Jelle@nordend.eu Francis.VandenBulcke@district09.gent lesleym@consortech.com theod@consortech.com 3 Experience the FME Accelerator Please fill out our webinar survey