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Endava @ CodeCamp Cluj - SharePoint 2010 for business needs by Levente Veres

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  • 1. SharePoint 2010 forbusiness needs? How to create easily Workflows and present with Visio in SharePoint 2010 Levente Veres 23.03.2012
  • 2. About Me What I do : • System & Business analyst Past: • Solution Consultant • Business Process Management • IT Manager, PM, Developer • System administrator Hobby: • I like to be Scrum Master, I like Kanban • Reading and apply: Leadership skills, Motivational approaches, Innovations • Continuous learning “Remember, the greatest Dont tell people how to do things, tell enemy of learning is knowing. them what to do and let them surprise And the goal of all learning is action, not knowledge.” you with their results. John Maxwell George S. PattonIN YOUR ZONE
  • 3. Agenda • See the problem. • Overview SharePoint 2010 • SharePoint Designer 2010 & WF • Alternatives • See in the action … • KISS 3
  • 4. The Story Once upon a time … A Business Man dream: “I want to travel with my family from Cluj-Napoca to Roma, to relax in Toscana some day, drink a Bootle vine near Garda Lake …” happily until their …IN YOUR ZONE 4
  • 5. The Story .. and it happens … The Tech Man …. “I have the solution, you need the big, the number one, the special one, the ….”IN YOUR ZONE 5
  • 6. The Story … thicket to the …IN YOUR ZONE 6
  • 7. The Story .. But the tech man don’t listen … The business man …. “Yes I can buy a ticket for a plane but I would like to see more countries, cities and I what to travel now like in my youth, so the SOLUTION is … ?”IN YOUR ZONE 7
  • 8. The Story ... New idea of tech man … The SOLUTION = TRAIN = Speed, Luxury, TravelIN YOUR ZONE 8
  • 9. The Story ... When the boss is a boss … "You dont understand. I want to be surprised...astonish me, sport, new info, dont care where or how you get it, just get it..."IN YOUR ZONE 9
  • 10. The Story What is the Solution ??? "Show Me the Money."IN YOUR ZONE 10
  • 11. The Story The possible solution … “There is no real ending. It’s just the place where you stop the story.” Frank HerbertIN YOUR ZONE 11
  • 12. Sharepoint Server 2010IN YOUR ZONE 12
  • 13. SharePoint Server 2010 ArchitectureIN YOUR ZONE 13
  • 14. Today we speak about NOT about a programmatically created Workflows About SharePoint Workflows About SharePoint 2010 Designer Visio workflowsIN YOUR ZONE 14
  • 15. Workflow tools usage cycle Other User knowledge requirements installable packages… Tools usage complexityIN YOUR ZONE 15
  • 16. Workflow authoring, deployment, andinitiation process SharePoint is a Collaboration Platform Human or system Interaction Flows, Process always changing = adaptation Workflows = ManagementIN YOUR ZONE 16
  • 17. Workflows in Sharepoint 2010 Sequential State machine Sequential & state machine Declarative and compiled Workflow templates Workflow associations Custom solutionsIN YOUR ZONE 17
  • 18. Declarative Workflows Performance improvements* InfoPath forms for association, activation, tasks • Not tightly coupled to specific Reusable workflows lists • Content types • Associated with lists or content • Association columns types Reusable • Association columns • Promotable to “globally” reusable workflows • Promotable to “globally” • Out-of-box workflows work this way now reusable Site workflows* • Out-of-box workflows work this way now Workflows on document sets* Impersonation steps* Export to Visual StudioIN YOUR ZONE 18
  • 19. Workflows solutions Custom Non- Declarative • Import Custom solution into ActivitiesIncreasing Functionality Visual Studio • Encapsulate • Advanced custom code modeling Custom • Hook up in new action Out-of-Box Declarative workflow to • Deploy in full Customization events • Start from or partial trust Out-of-Box scratch or (as user code) • Association Workflows from existing and initiation settings • New actions • Ready to use • Task process • Modify logic • Common in SharePoint framework approval Designer • More types of scenarios workflows • Design forms in InfoPath Browser SharePoint Designer Visual Studio IN YOUR ZONE 19
  • 20. Workflows Designer vs Visual Studio Capability/Requirement SharePoint WF Workflow Designer in Designer Visual StudioWorkflows can be created using only actions that are approved Yes Noby site administrators?Workflows are accessible in client applications (other than the Yes Yesbrowser)?Can use Microsoft Visio Professional to create workflow logic? Yes NoNeed to write code? No YesAdditional activities (other than those provided by SharePoint No YesServer) are provided?Can create custom activities? No YesInfoPath forms can be used in the workflow? Yes YesWorkflow can be modified while it is running? No YesOne-click publishing of workflows? Yes YesWorkflows can be deployed remotely? Yes NoCan be made available across the farm? No YesCan be scoped to a site collection? Yes Yes http://technet.microsoft.com/en-us/sharepoint/ff819861IN YOUR ZONE 20
  • 21. Workflows in Sharepoint 2010 - DifferenceWORKFLOW CUSTOMIZATION IN SHAREPOINT WORKFLOW CUSTOMIZATION IN SHAREPOINT DESIGNER•Specify the workflow name •Specify workflow name, description, and owner•Specify the associated Task list and History list •Enable visualizations on workflow status page•Allow the workflow to start automatically when new items are •Disable automatic workflow start when new items are createdcreated •Disable automatic workflow start when items are changed•Allow the workflow to start automatically when items are •Disable manual start of workflowschanged •Add and remove fields on the task completion form•Allow the workflow to be manually started and optionally, •Customize appearance and behaviour of all workflow forms:require Manage Lists Permissions association, initiation, and task•Make the workflow approve publishing a major version of an •Specify that only task recipients and process owners can read anditem edit tasks•Specify the approvers for the workflow •Allow reassignment of tasks•Specify the order of approval: serial or parallel •Allow change requests of tasks•Add approval stages •Change task outcome buttons, like approve and reject•Expand groups and assign tasks to each member •Change the parameters in the association and initiation forms•Specify the message in the workflow •Add and customize local variables used in the workflow•Specify due date for all tasks •Change the completion conditions for the workflow•Specify duration per task and duration units: days, weeks, or •Customize each stage of the individual task – when its assigned,months pending, expires, deleted, and completes•Add users to carbon copy (CC) field •Customize each stage of the overall task process: when it starts,•End workflow on first rejection running, cancelled, and completed•End workflow if document changes •Add more workflow functionality above and around the•Enable content approval on the workflow approval process to integrate it into existing workflows. •Create copies of the workflow to customize. •Save the custom workflow as a template. •Publish the workflow globally so that it is available to all sites in the site collection. http://office.microsoft.com/en-us/sharepoint-designer-help/understand-approval-workflows-in-sharepoint-2010-HA101857172.aspxIN YOUR ZONE 21
  • 22. Flow through the SharePoint development tools Application Lifecycle Management in SharePoint 2010IN YOUR ZONE 22
  • 23. Workflow architecture in SharePoint Document Set Witch version of .NET is supported for workflows in SharePoint 2010? .NET 3.5 FrameworkIN YOUR ZONE 23
  • 24. SharePoint Visio Services Sharing • Browser based diagrams Living • Live editing and rendering of Visio documents Diagrams Context • Interaction with other web parts and information. Facilitate Aware Empower Human organization Process Empower information workersIN YOUR ZONE 24
  • 25. SharePoint Visio Services SharePoint • Big design interface improvements • Full screen, more available context data, import/export, nested logic Designer 2010 • It’s what we’ve been using for all of the demos so far Visio 2010 • Allow business analysts to design workflows • Provide graphical workflow status (Visio Services)IN YOUR ZONE 25
  • 26. SharePoint Visio ServicesIN YOUR ZONE 26
  • 27. Visio Example processIN YOUR ZONE 27
  • 28. Visio inside SharePoint exampleIN YOUR ZONE 28
  • 29. Action Story: Project Management Board Use the Designer Dashboard & Workflow with Visio Import / ExportIN YOUR ZONE 29
  • 30. Why optimize the Workflow creation? Gartner BPM Summit (Business Process Management) Which of the following BUSINESS PRIORITIES are driving your investments in and development of Business Process Management? 75% answered cost savings What are the biggest obstacles preventing you from improving processes? 56% answered lack of resources “ fully two-thirds (66%) of BPM projects are funded by line of business, not by IT.”IN YOUR ZONE 30
  • 31. Lessons learning … Keep it simple, Stupid! By Kelly JohnsonIN YOUR ZONE 31
  • 32. (Kelly Johnson)  “Everything should be made as simple as possible, but not simpler“ Albert Einstein  "Simplicity is the ultimate sophistication“ Leonardo  "Less is more“ Mies Van Der Rohe  “Life is really simple, but we insist on making it complicated. ” ConfuciusIN YOUR ZONE 32
  • 33. The End Levente Veres | System Analyst levente.veres@endava.com Gmail: levente.veres@gmail.com Twitter: @bergermanus LinkedIn: http://ro.linkedin.com/pub/veres-levente/2/b40/56 thank youIN YOUR ZONE 33