Ever been completing a mundane, repetitive data entry task and thought to yourself “there must be a better way of doing this...”? If that’s you, then you’ve come to the right place. During this webinar, we’ll take you through three everyday tasks you can automate to save on time, money, and other resources across your organization. Including: - Auto formatting across different formats (CAD, Microsoft Office, etc). - File Management (archiving files, deploying code) - Triaging incoming requests (slack notifications, gmail) Let us empower you to meet the New Years resolution of becoming your best, most efficient self when it comes to managing your data. It’s a new year, new you, and now new data automation tricks up your sleeve. And the best part is, these resolutions will last past January! 

2. Type into the question panel:
What mundane task
do you wish you could
automate?

3. Meet the Presenters
Christian Berger
Support Specialist,
Customer Solutions
Sanae Mendoza
Support Specialist,
FME Server
Laura Wu
Technical Support Team
Lead, FME Server
Mark Warren
Support Specialist,
FME Server

4. Agenda
● Introduction to Safe & FME
● Auto formatting with templates
(CAD, Microsoft Office, etc).
● File Management (archiving files,
deploying code)
● Triaging incoming requests (slack
notifications, gmail)
● Resources
● Q&A

5. Ever been completing a mundane, repetitive data
entry task and thought to yourself:
“there must be a better way of
doing this...”?

6. Automating tasks allows
you to save on time, money,
and other resources across
your organization.

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

10. Unrivaled Data Support

11. Automate the Formatting with
Templates

12. Focus on the data, not the
formatting.

13. Tips for Faster Workflows
Parameter Presets
Save, and reuse, sets of parameter values in transformers, readers and writers.
Workspace Templates (*.fmwt)
Create a workspace from a predesigned format and structure. Bundle up the workspace
with itʼs data sources and data caches to easily reuse or share with others.
Writer Templates
Leverage an existing fileʼs formatting and schema to write new data.

14. Flash Demo
Presets and Workspace Templates

15. Simplify with Writer Templates
Some writers offer the option to reference an external template file.
Populate data into preset schemas, charts, custom formatting, and formulas.
Advantages:
● Save time
● Reduce errors
● Consistent presentation
● Easy to share
● Low maintenance

16. Writer Templates for Spatial Data
Esri Geodatabase
Tutorial: How to use an Esri Template
Geodatabase
AutoCAD DWG
Tutorial: Give Your DWG Some Style: Using the
DWGStyler, template files, blocks and more

17. Writer Templates for Microsoft Office Suite
Excel
Write out worksheets with charts,
summaries, and pivot tables.
Powerpoint
Fill in a slidedeck with your data, or
convert between presentation formats.
Word
Build off an existing base file to
append new data with format
headings, fonts, colours, etc.

18. Automating Reports in Excel
The Goal
Produce Excel
reports from new
incoming data on a
regular schedule.
The Obstacles
Data entry and
formatting is time
consuming and
interferes with
other work
The Solution
Use an existing excel
file as a template to
automatically create
reports with new
data
The Result
A workflow that
will produce
Microsoft Excel
reports from new
data

19. Demo

20. Automating Reports in Excel
Why reinvent the wheel?
Write out data using an
existing Excel document as
a template.
● Named Ranges tell FME where to
write the data
● Automate the math. FME can
understand Excel formulas!
● Set up the Writer to truncate the
data so reports are always up to date

21. File Management
Archiving files & Deploying code

22. Automatically Archive Files
Scenario: In a Directory Watch Automation, we want to process incoming files and
move them into an internal file system afterwards.

23. Solution
In the Automation, add a file archiving workspace that uses the File
Copy writer.
The combination of a dynamic PATH reader, File Copy writer, and
Automation keys can handle any incoming file format and name.
Advantages:
● Automatically move files and create directory structures.
● Optional: Automatically share files with stakeholders.

24. Demo

25. Automating File Management
Why manually move and copy
files when FME can do it for you?
Combine the power of the Path
reader and Directory writer to
enhance your Directory Watch
Automations!
● The File Copy writer can copy, move,
and optionally overwrite files
● The Filter Action in Automations will
prevent sidecar files from running
excessive work

26. Code Deployment
Scenario: safe.com/demos
Javascript based demos are
maintained by Support
Code kept in Github
Web pages hosted via
AWS S3 Buckets

27. The Challenge
When making updates to the web applications, must remember to copy the changed
files to S3 in addition to publishing them to GitHub

28. Automate it!
The Goal
Make updating app
code a 1-step
process
The Obstacles
Need a way to
automatically
update S3 when
changes are
pushed to GitHub
The Solution
Webhooks in GitHub
and FME Server to
trigger a workspace
to handle moving
files where they need
to go
The Result
Apps can be
updated simply by
pushing changes to
GitHub and FME
takes care of the
rest

29. Demo

30. Tips & Tricks
Webhooks can be very powerful
Use HTTPCallers and Web Connections
to interact with systems without a
Reader or Writer
Error handling is important and easy
with FME

31. Triaging incoming requests (slack
notifications, gmail)

32. How to Prep for Vacation so Nothing Goes Wrong
Top reasons why you don’t take vacation
1. No time to complete tasks orr wrap up before you leave
2. No time to transition work to others to handle while
they’re covering
3. No time to catch up on work while you are gone
How to get your work in order for an Extended Period:
1. Name your backup - who to call
2. Name your backup:
a. Status of projects/tasks
b. Access to information
c. List of your contacts
d. How to reach you
3. The list goes on

34. Automating Triage at Safe
Support Specialists “Own” Cases
Problem:
● Salesforce doesnʼt have an out of office notifier/case notification routing
○ You can either own the case or join the case team to be notified via email
Solution:
● Schedule a job to run which scans their personal queue and posts notifications to
an internal chat so work can be assigned based on availability

35. 1) Ensure customers are supported while support specialists are off
2) Ensure support specialists donʼt come back to a full cases queue
Automating Triage at Safe

41. Collaborative Triaging
Other considerations - this applies to more than just Salesforce
● Project management software like Jira, Monday, Asana, etc. via an API
● Notification Services like Slack, Teams, email, etc.
● Frequency:
○ Scheduled x times per day
○ Near real time > Webhook to kick off an automation

42. Stop wasting
time performing
these tedious
tasks when FME
can do it for you.

43. Next Steps
Download FME 2021.2 Download the
workspaces from this
webinar
Apply it to your own
data to manage
changes
Free Trial | Upgrade

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45. The Peak of Data Integration 2022 UC
August 24-26, 2022 Vancouver, Canada
Appy to present | Register now

46. Check out our upcoming
& on-demand webinars:
safe.com/webinars

47. Q&A

48. Thank you!
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