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SharePoint Action Framework

http://saf.codeplex.com
By Collaboris



   01 March 2010
What is SAF?

   SAF is the “SharePoint Action Framework”
   It’s Open Source, hosted on Codeplex
   Automates and repeats configuration changes in
    SharePoint via “Macros”
   Easy to run from Msbuild, Stsadm, Feature
    receiver (and very soon WIX/MSI)
   It’s an engine written in C#
   It allows 3rd party actions to be written


              Collaboris Consultancy Services    2

              Collaboris
What Problems does SAF Solve ?
   Replaces manual effort and non-standard scripts
       This can saves months of dev effort!
   Allows you create Macros once, and re-use in the
    technology that fits best
       e.g Msbuild, Feature Receiver, Stsadm, WIX
   Allows a common approach to scripting SharePoint
       .net Actions, stsadm, powershell, batch
   Makes SharePoint Deployments standardised and
    simpler
   Allows “Environment-aware” scripts through dynamic
    property placeholders.
                                                         3

                 Collaboris
SAF Architecture Diagram




                           4

        Collaboris
What is a Macro ?
   Is the top-level container in SAF
   A Macro contains one or more Actions
       Examples :
         Deploy Solution (Add Solution, Deploy Solution)
         Create Farm (Create a SharePoint Farm)
         Configure Search (install & configure search service)
   A Macro is authored as XML using Spring.Net
   A Macro can be a template (parameterised) or instance
   Macro can substitute Properties at run time
   Macro’s can easily be reused by sharing XML


                                                                 5

                  Collaboris
What is an Action
   An Action is a unit of work to execute in SharePoint
       Examples :
         Add Lookup Column to List
         Create Publishing Page
         Add Web Parts to Page
   An action is written in managed .Net code
   3rd Party Custom Actions can easily be added to SAF
   An action implements 3 methods
       DoAction()
       UndoAction()
       IsValid()

                                                           6

                    Collaboris
Properties and Expressions
   A Property passes information to the Action
       e.g. Site Name, Urls, Titles, and so on.
   A Property (for an Action) can be set
       literally:
         <property name=“SiteTitle” value=“Accounts”/>
       via a runtime Placeholder:
         <property name=“SiteTitle” value=“${SiteName}”/>
       via an expression:
         <property name=“Date” expression=“date('1974-08-24') + 5” />




                                                                        7

                     Collaboris
What is a SAF Context?
   A property bag that is passed into every Action
   Contains resolved Properties
   Created by the SAF Engine at start-up
   Contains references to the current SharePoint Context
       e.g Farm, Web Application, SPSite, SPWeb




                                                            8

                  Collaboris
Do you want to
make your SharePoint deployments
        run smoothly?...




                                   9

      Collaboris
...let’s get started...




                            10

Collaboris
Getting Started ?
   Download the latest version from here:
        http://saf.codeplex.com
   Download working samples:
        http://collaboris.co.uk/saf/doc
   Read the WIKI
        http://www.collaboris.co.uk/Projects/SafWiki/SAF_WIKI/Contents_Pa
         ge.aspx
   Read the blog
        http://www.collaboris.co.uk/blogs.aspx?CntCatID=dc5a1df9-790f-
         43ee-b3e8-c0124927b7af
   Follow me on Twitter
        http://twitter.com/MarkQJones


                                                                             11

                     Collaboris
SAF Road Map 2010
   Version 2.1 (mid March)
       Tight WIX Integration (MSI’s)
       More Actions
       WCF Service beta
   Version 2.5 (end June)
       SAF working in SharePoint 2010
       XML-less configuration
       GUI to create Macros visually
       WCF Service releases


                                         12

                 Collaboris

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Share Point Action Framework

  • 2. What is SAF?  SAF is the “SharePoint Action Framework”  It’s Open Source, hosted on Codeplex  Automates and repeats configuration changes in SharePoint via “Macros”  Easy to run from Msbuild, Stsadm, Feature receiver (and very soon WIX/MSI)  It’s an engine written in C#  It allows 3rd party actions to be written Collaboris Consultancy Services 2 Collaboris
  • 3. What Problems does SAF Solve ?  Replaces manual effort and non-standard scripts  This can saves months of dev effort!  Allows you create Macros once, and re-use in the technology that fits best  e.g Msbuild, Feature Receiver, Stsadm, WIX  Allows a common approach to scripting SharePoint  .net Actions, stsadm, powershell, batch  Makes SharePoint Deployments standardised and simpler  Allows “Environment-aware” scripts through dynamic property placeholders. 3 Collaboris
  • 5. What is a Macro ?  Is the top-level container in SAF  A Macro contains one or more Actions  Examples : Deploy Solution (Add Solution, Deploy Solution) Create Farm (Create a SharePoint Farm) Configure Search (install & configure search service)  A Macro is authored as XML using Spring.Net  A Macro can be a template (parameterised) or instance  Macro can substitute Properties at run time  Macro’s can easily be reused by sharing XML 5 Collaboris
  • 6. What is an Action  An Action is a unit of work to execute in SharePoint  Examples : Add Lookup Column to List Create Publishing Page Add Web Parts to Page  An action is written in managed .Net code  3rd Party Custom Actions can easily be added to SAF  An action implements 3 methods  DoAction()  UndoAction()  IsValid() 6 Collaboris
  • 7. Properties and Expressions  A Property passes information to the Action  e.g. Site Name, Urls, Titles, and so on.  A Property (for an Action) can be set  literally: <property name=“SiteTitle” value=“Accounts”/>  via a runtime Placeholder: <property name=“SiteTitle” value=“${SiteName}”/>  via an expression: <property name=“Date” expression=“date('1974-08-24') + 5” /> 7 Collaboris
  • 8. What is a SAF Context?  A property bag that is passed into every Action  Contains resolved Properties  Created by the SAF Engine at start-up  Contains references to the current SharePoint Context  e.g Farm, Web Application, SPSite, SPWeb 8 Collaboris
  • 9. Do you want to make your SharePoint deployments run smoothly?... 9 Collaboris
  • 10. ...let’s get started... 10 Collaboris
  • 11. Getting Started ?  Download the latest version from here:  http://saf.codeplex.com  Download working samples:  http://collaboris.co.uk/saf/doc  Read the WIKI  http://www.collaboris.co.uk/Projects/SafWiki/SAF_WIKI/Contents_Pa ge.aspx  Read the blog  http://www.collaboris.co.uk/blogs.aspx?CntCatID=dc5a1df9-790f- 43ee-b3e8-c0124927b7af  Follow me on Twitter  http://twitter.com/MarkQJones 11 Collaboris
  • 12. SAF Road Map 2010  Version 2.1 (mid March)  Tight WIX Integration (MSI’s)  More Actions  WCF Service beta  Version 2.5 (end June)  SAF working in SharePoint 2010  XML-less configuration  GUI to create Macros visually  WCF Service releases 12 Collaboris