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#SPSBEAutomating Business Processes   Using SharePoint Online             #SPSBE31          Penny Coventry
About me•   Independent Consultant•   Author/Co-author 10 SharePoint Books•   Trainer•   Worked with SharePoint since 2001...
A big thanks to our sponsorsPlatinum SponsorsGold Premium Sponsors          Venue SponsorGold Sponsors
CONTENT• Office 365 / SharePoint Online Overview• SharePoint Online Workflows  • Creating Declarative Workflows with Share...
OFFICE 365 / SHAREPOINT ONLINE OVERVIEW• Office 365 – Cloud based subscription service• SharePoint Online  • Hosted in Clo...
SHAREPOINT ONLINE &SHAREPOINT SERVER          Sites &       Content    Search      Business        Communities   Managemen...
P AND E PLANS• Office 365 Service Updates  • community.office365.com/en-    us/w/office_365_service_updates/default.aspx• ...
WORKFLOW DISCOVERY• Based on SharePoint Server 2010  • Activated by Site Collection Features  • Site Settings – Site Admin...
P PLAN WORKFLOWS (APRIL 2012)• One Site Collection• Built-in workflows & customization through  SharePoint Designer - Subs...
E3 PLAN (APRIL 2012)• Multiple Site Collections   • Private   • Public• Workflows   • Workflow Templates Activated      • ...
Demo  Discovery Workflows in SharePoint Online
SHAREPOINT DESIGNER ONLINE WORKFLOWS• Same as on-premise installations   • Create workflows in Visio 2010 Premium      • U...
CHANGE MANAGEMENT                    • Change Request                    • Technical Review                    • Change Co...
Demo  Reusing Workflows
EXTENDING WORKFLOWS IN SPO• User Defined / Declarative Workflow• Sandbox Solutions
LIMITATIONS OF USER DEFINED / DECLARATIVEWORKFLOWS• Can be created using SPD & Visual Studio• Non Compiled Initially• Perf...
KEY SANDBOX LIMITATIONS• No access to the file system• Code restrictions:   • GAC deployment prohibited   • Restricted set...
SANDBOX RESOURCE QUOTA• Processor Cycles• Database Queries• Other Resource Usage• Solution Blocked  • Unhandled Exceptions...
SANDBOXED WORKFLOW SOLUTIONIMPLICATIONS• Declarative Workflows• Sandboxed Custom Actions• Site / Web Scoped Features• Offl...
SANDBOX SOLUTION DEVELOPMENT                     • Create / Test on-prem                     • Create SPO Test Site       ...
DEMO  Visual Studio Custom Workflow Actions  Creating Sandbox Solution and Deploying in SPO
SUMMARY• Prototype in Visio 2010 Premium• Create and Test in SPD 2010 in Development  (on-premise) environment• Develop Cu...
RESOURCES• Office 365 Trial    • http://www.microsoft.com/en-gb/office365/online-software.aspx• SharePoint Online General ...
We need your feedback!               Scan this QR code or visit               http://svy.mk/sps2012be               Our sp...
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Penny coventry auto-bp-spsbe31

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In this session using Visio 2010 and SharePoint Designer, Penny explores the options available when automating business process in the cloud with SharePoint Online (Office 365), and how such processes can be extended using Visual Studio 2010.

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Transcript of "Penny coventry auto-bp-spsbe31"

  1. 1. #SPSBEAutomating Business Processes Using SharePoint Online #SPSBE31 Penny Coventry
  2. 2. About me• Independent Consultant• Author/Co-author 10 SharePoint Books• Trainer• Worked with SharePoint since 2001• Based in UK, work Europe & US• Microsoft MVP SharePoint Server• Blogs/Web Site • http://www.sharepointdesignerstepbystep.com/• Twitter: @pjcov
  3. 3. A big thanks to our sponsorsPlatinum SponsorsGold Premium Sponsors Venue SponsorGold Sponsors
  4. 4. CONTENT• Office 365 / SharePoint Online Overview• SharePoint Online Workflows • Creating Declarative Workflows with SharePoint Designer 2010 • Extending workflow with Visual Studio 2010• Summary• Resources
  5. 5. OFFICE 365 / SHAREPOINT ONLINE OVERVIEW• Office 365 – Cloud based subscription service• SharePoint Online • Hosted in Cloud (Software as a Service – SaaS) • Hosted in multiple Microsoft datacentres • Financially backed - 99.9 % Guaranteed Uptime
  6. 6. SHAREPOINT ONLINE &SHAREPOINT SERVER Sites & Content Search Business Communities Management Intelligence & Composite Applications
  7. 7. P AND E PLANS• Office 365 Service Updates • community.office365.com/en- us/w/office_365_service_updates/default.aspx• SharePoint Online Developer Feature Availability Matrix • msdn.microsoft.com/en-us/library/gg271151.aspx
  8. 8. WORKFLOW DISCOVERY• Based on SharePoint Server 2010 • Activated by Site Collection Features • Site Settings – Site Administration - Workflow
  9. 9. P PLAN WORKFLOWS (APRIL 2012)• One Site Collection• Built-in workflows & customization through SharePoint Designer - Subsites Only• Only Three-State Workflow Activated• Can See Other Workflow Templates • No Site Collection Features to Activate them• Not all Actions/Conditions can be used in SPD – Feature not activated
  10. 10. E3 PLAN (APRIL 2012)• Multiple Site Collections • Private • Public• Workflows • Workflow Templates Activated • Depends on Site Template • Site Collection Features • Workflow • SharePoint 2007 Workflows • Publishing approval Workflow
  11. 11. Demo Discovery Workflows in SharePoint Online
  12. 12. SHAREPOINT DESIGNER ONLINE WORKFLOWS• Same as on-premise installations • Create workflows in Visio 2010 Premium • Use SharePoint Workflow Template • Flowchart shapes hard-code into Visio • Export to SharePoint Designer 2010 • Complete Workflow Definition in SharePoint Designer 2010 • List, Site, Reusable, Globally Reusable workflows • Initiation and Association Forms – InfoPath Services • Need InfoPath 2010 Designer to customize forms
  13. 13. CHANGE MANAGEMENT • Change Request • Technical Review • Change Control Board • Research Needed
  14. 14. Demo Reusing Workflows
  15. 15. EXTENDING WORKFLOWS IN SPO• User Defined / Declarative Workflow• Sandbox Solutions
  16. 16. LIMITATIONS OF USER DEFINED / DECLARATIVEWORKFLOWS• Can be created using SPD & Visual Studio• Non Compiled Initially• Performance impact on First Run – Thereafter non existence• Harder to program if not generated by tool• State workflow limited to Task related actions• Workflows can be developed and tested rapidly
  17. 17. KEY SANDBOX LIMITATIONS• No access to the file system• Code restrictions: • GAC deployment prohibited • Restricted set of allowed assemblies• No server side external calls• No Web Application/Farm scoped functions• No full-trust proxy allowed SPO standard • http://www.wictorwilen.se/Post/Understanding-the-SharePoint- 2010-Sandbox-limitations.aspx • http://msdn.microsoft.com/en-us/library/ff798382.aspx
  18. 18. SANDBOX RESOURCE QUOTA• Processor Cycles• Database Queries• Other Resource Usage• Solution Blocked • Unhandled Exceptions • Long-running processes
  19. 19. SANDBOXED WORKFLOW SOLUTIONIMPLICATIONS• Declarative Workflows• Sandboxed Custom Actions• Site / Web Scoped Features• Offload logic to External System • http://blogs.msdn.com/b/steve_fox/archive/2011/11/1 2/leveraging-wcf-services-to-connect-bcs-with- sharepoint-online.aspx
  20. 20. SANDBOX SOLUTION DEVELOPMENT • Create / Test on-prem • Create SPO Test Site Collection (E Plan) • Deploy / Activate Solution Gallery
  21. 21. DEMO Visual Studio Custom Workflow Actions Creating Sandbox Solution and Deploying in SPO
  22. 22. SUMMARY• Prototype in Visio 2010 Premium• Create and Test in SPD 2010 in Development (on-premise) environment• Develop Custom Actions in VS 2010• Save Reusable Workflows as Templates• SPO Upload .wsp into Solutions Gallery
  23. 23. RESOURCES• Office 365 Trial • http://www.microsoft.com/en-gb/office365/online-software.aspx• SharePoint Online General Reference • http://msdn.microsoft.com/en-us/library/gg271151.aspx• Office Online for Office 365 Developer Guide • http://www.microsoft.com/download/en/details.aspx?id=17069• Office 365 Developer Training • Additional Resources – Training Courses http://msdn.microsoft.com/en-us/library/gg271151.aspx • Kit - June 2011 Update http://www.microsoft.com/download/en/details.aspx?id=14889• Visual Studio 2010 SharePoint Power Tools • http://visualstudiogallery.msdn.microsoft.com/8e602a8c-6714-4549-9e95- f3700344b0d9• Office 365 Sandbox FxCop Rules http://o365fxcoprules.codeplex.com/
  24. 24. We need your feedback! Scan this QR code or visit http://svy.mk/sps2012be Our sponsors:
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