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SlideShare a Scribd company logo
Type into the question panel:
What mundane task
do you wish you could
automate?
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
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
Ever been completing a mundane, repetitive data
entry task and thought to yourself:
“there must be a better way of
doing this...”?
Automating tasks allows
you to save on time, money,
and other resources across
your organization.
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
Automate the Formatting with
Templates
Focus on the data, not the
formatting.
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.
Flash Demo
Presets and Workspace Templates
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
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
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.
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
Demo
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
File Management
Archiving files & Deploying code
Automatically Archive Files
Scenario: In a Directory Watch Automation, we want to process incoming files and
move them into an internal file system afterwards.
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.
Demo
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
Code Deployment
Scenario: safe.com/demos
Javascript based demos are
maintained by Support
Code kept in Github
Web pages hosted via
AWS S3 Buckets
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
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
Demo
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
Triaging incoming requests (slack
notifications, gmail)
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
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
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
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
Stop wasting
time performing
these tedious
tasks when FME
can do it for you.
Next Steps
Download FME 2021.2 Download the
workspaces from this
webinar
Apply it to your own
data to manage
changes
Free Trial | Upgrade
Claim Your Community Badge
Get community badges for
watching webinars!
fme.ly/WebinarBadge Todayʼs Code: ASMBG
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
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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Tasks Your Business Should Automate in 2022 That Just Make Sense

  • 1.
  • 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
  • 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
  • 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
  • 33.
  • 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
  • 36.
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  • 38.
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  • 40.
  • 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
  • 44. Claim Your Community Badge Get community badges for watching webinars! fme.ly/WebinarBadge Todayʼs Code: ASMBG
  • 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! Download FME 2021.2 Free Trial | Upgrade 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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