VWF 308 Designing and Building Workflow Solutions for

VWF 308 Designing and Building Workflow Solutions for Share. Point 2007 Tim Huckaby Inter. Knowlogy, CEO Microsoft RD & MVP

About… • Inter. Knowlogy (www. Inter. Knowlogy. com) ● ● ● Tim Huckaby, CEO - (Tim. Huck@Inter. Knowlogy. com) Custom App Dev / Consulting / Software & Systems Engineering Firm headquartered in Carlsbad, CA Microsoft Gold Partner managed in So. Cal and Redmond Design, Architect, Build and Deploy enterprise class applications Industry Experts: • • • 90% of the company is published Microsoft. NET Application development for 5+ years! Microsoft. NET Smart Client pioneers / industry leaders Information Worker Solutions Integration / Messaging, B 2 B / B 2 C, Wireless / Mobility Microsoft Biz. Talk Web Services, Microsoft Active Directory, Security, SSO, Authorization, Authentication • Solutions on the emerging Microsoft servers • Largest Client: Microsoft

Session Objectives And Key Takeaways • Session Objective: ● ● Office workflow development in Microsoft Visual Studio 2005 Windows Share. Point Services V 3 & 2007 Microsoft Office system workflow built on top of Windows Workflow Foundation platform Workflow is a powerful tool for driving customer business processes Microsoft Office Info. Path 2007 enables symmetric rich/reach form authoring • Key Takeaways: ● ● Windows Workflow Foundation is a framework for building workflow into applications A single workflow technology for Windows WF has good integration into 2007 Office system & OSS Solution Architecture is necessary

Agenda • 5 Options for Share. Point Workflows • The business processes we will model • Describe the design, develop, debug & deploy steps • Demos: 1. 2. 3. 4. Implementing Extensible “canned” Workflows in SPS 2007 & Office 2007 Designing & Implementing Extensible Workflows for SPS 2007 in Share. Point Designer Building, Implementing and deploying workflows for Share. Point & Office 2007 in VS. NET 2005 (and Orcas) Building Share. Point Workflows with K 2

Using WF in Share. Point 2007 & 2007 Office System Tim Huckaby CEO – Inter. Knowlogy Microsoft Regional Director Microsoft MVP –. NET

Windows Workflow Foundation Vision: Deliver best-in-class workflow platform & tools for Microsoft products and partner/customer ecosystem Single workflow technology for Windows ● ● Base for Microsoft products and ISV/customer solutions One technology for human and system workflow • A framework not a server product or application ● ● An extensible framework based on Microsoft. NET Ships as Part of. NET 3. 0, which ships in Windows • Make workflow mainstream for. NET developers ● ● Strong workflow partner & solution ecosystem Reach mainstream application developer

Workflow Scenarios Microsoft Visual Studio and workflow SDK Office Share. Point Designer workflows Purchase Order Processing Product lifecycle management Custom Tracking Apps Service Requests Asset Tracking Custom Form Actions Email Notification Exception Handling (with customization) Document Processes Spec Review Weekly Status Report Application Task and Issue Tracking Office Server Features List Moderation Publishing Process Document Expiration Routing & Approval Review Approval Signature collection East Asian workflow Ad Hoc Out-of-the-Box Solutions Structured LOB Integration

Using Share. Point Designer to Build Custom Workflows Tim Huckaby CEO – Inter. Knowlogy Microsoft Regional Director Microsoft MVP –. NET

Development Steps 1. Model workflow in Microsoft Visual Studio 2. Create and bind Microsoft Office Info. Path forms 3. Deploy to Microsoft Office Share. Point Server 4. Debug the running workflow (if necessary)

Model & Building Workflows In Visual Studio 2005 • Prerequisites: ● Office Share. Point Server 2007 • . NET 3. 0 Runtime Components ● Microsoft Visual Studio 2005 Extensions for Windows Workflow Foundation ● Microsoft Windows Software Development Kit (SDK) Microsoft Windows Vista • Create project of type “Share. Point Sequential Workflow Library” • Create the workflow

Create and Bind Info. Path Forms Types of Info. Path forms in Workflows • • Association form ● User adds workflow to a list ● For setting options on WF Initiation form ● For manual workflow start ● Collects workflow parameters Task completion form ● A user to edit a task from WF ● User edits or enters data Modification form ● Linked off WF status page ● Can modify in-flight WF

Create and Bind Info. Path Forms Info. Path forms are used in these places

Create and Bind Info. Path Forms Share. Point hosts the Info. Path form Hosting Environment Info. Path Form Templates

Create and Bind Info. Path Forms Data from Share. Point is passed in Hosting Environment Share. Point object _________ Info. Path Form Templates

Create and Bind Info. Path Forms Submit the form, saves data to Share. Point Hosting Environment Share. Point object _________ Info. Path Form Templates

Create and Bind Info. Path Forms Share. Point starts the workflow Hosting Environment Share. Point object Info. Path Form Templates _________ Share. Point -> Task/WF Host

Create and Bind Info. Path Forms Pushing data from WF task into Info. Path Share. Point Task • instructions = “Please do this. ” Task data as xml <z: row xmlns: z=“#Row. Set. Schema” ows_Meta. Info_instructions=“”/> Info. Path Task Form

Deploy to Share. Point Server • Generate Metadata files ● ● Feature. XML Workflow. XML • Install/activate the “feature” • IISReset • Associate workflow to the list/library

Debug the Running Workflow • • Visual Studio running on server machine Open the workflow in Visual Studio Attach to all of the W 3 WP Processes Start the workflow

Building the Workflow Tim Huckaby CEO – Inter. Knowlogy Microsoft Regional Director Microsoft MVP –. NET

WWW. K 2. COM EXTENDING SHAREPOINT WORKFLOW WITH K 2 BLACKPEARL Share. Point Workflow K 2 blackpearl Data auditing Available via Share. Point metadata and document library/list versioning Workflow designers have the ability to specify data auditing options at design time. All audit information is available in the K 2 Reporting environment Process auditing Available via the “Activity Duration” or “Cancellation & Error” reports found on the list or library where the workflow is deployed Available within the K 2 Reporting environment in the out-of-the-box reports provided with K 2 blackpearl as well as available as data in ad-hoc, user designed reports Versioning Versions of the workflow can be stored per document library or list. Options can be configured to set the workflow version used for new instances as well as active instances. A new version of the process is automatically stored each time it is deployed. Versions can be managed via the K 2 Management Console which allows rollback to any previous version of the workflow. State management State information will be maintained in the document library State is managed within the K 2 blackpearl server and data is available within or list that the workflow is associated with. the K 2 Reporting environment. Chaining workflows Via Windows Workflow Foundation (WF) custom development. K 2 blackpearl provides the functionality natively within the Inter-Process Communication event wizard. The IPC wizard provides the ability to call a sub -process synchronously or asynchronously Actions spanning across multiple sites Limited to the current site Support for actions across Share. Point sites, site collections, servers and farms Content type association Not supported Fully supported Access to originator information Access to author of the library or list item, but not the user who started the workflow if different Out-of-the-box access to workflow originator information, including the originator’s manager Escalations Via Windows Workflow Foundation (WF) custom development. Provided via out-of-the-box escalation wizards, including email, redirection, go to another step, custom code Task list Includes an “Assign a Task” activity that can be used to Tasks are available via the K 2 Task List or K 2 Task List web part. Task lists assign a task to a user within a MOSS task list. MOSS task are specific to an individual user so users will only see tasks that they are lists are shared among all users so users with the correct allowed to action. permissions can act on anyone’s task Host server Provided via Windows Share. Point Services. The workflow engine runs in process with Share. Point and cannot be separated out onto a dedicated workflow server Provided via the K 2 blackpearl Host server. Servers can be dedicated to workflow transactions only and can be set up as a farm of server dedicated specifically to workflow processing Process Capacity Suggested limit of 15 running workflow processes per Share. Point server No set limitations per K 2 server.

K 2 Workflows Tim Huckaby CEO – Inter. Knowlogy Microsoft Regional Director Microsoft MVP –. NET

Call to Action • WF plugs a large hole in the platform that used to be hard because it had to be built by hand • WF provides a design time environment that makes it easy to build even the most complex workflows • The 2007 Office system and Share. Point 2007 WF integration is fantastic; consequently, integrated solutions are easy to design and build

For More Information… Work. Flow on the. NET 3. 0 Developer Center: http: //msdn 2. microsoft. com/en-us/netframework/aa 663328. aspx Downloads: ● ● ● Visual Studio 2005 extensions for. NET Framework 3. 0 (Windows Workflow Foundation) Hands-on Labs for Windows® Workflow Foundation Experience the 2007 Microsoft Office system Microsoft® Windows® Software Development Kit for Windows Vista™ and. NET Framework 3. 0 Runtime Components Windows Share. Point Services Software Development Kit (SDK)

Tim Huckaby, Inter. Knowlogy • More info on Inter. Knowlogy: ● www. Inter. Knowlogy. com • Contact me: Tim Huckaby ● E-mail: Tim. Huck@Inter. Knowlogy. com or v-Tim. Hu@Microsoft. com ● Phone: 760 -930 -0075 x 201 ● Blog: http: //blogs. Inter. Knowlogy. com/Tim. Huckaby • About Tim Huckaby ● ● ● ● ● Microsoft® Regional Director – Southern California Microsoft®. NET Partner Advisory Council Founder / Member Microsoft® MVP -. NET Microsoft® Prescriptive Architecture Group Advisory Council Microsoft Office® Developer Advisory Council Microsoft® MSF advisory board member INETA Speaker – International. NET Users Group Association Windows and. NET Magazine Advisory Board Member. NET Developers Journal Magazine Advisory Board Member Author / Speaker

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