SharePoint Workflows - SharePoint Saturday Twin Cities April 2012
Upcoming SlideShare
Loading in...5
×

Like this? Share it with your network

Share

SharePoint Workflows - SharePoint Saturday Twin Cities April 2012

  • 1,662 views
Uploaded on

This was my presentation for SPSTC April 2012.

This was my presentation for SPSTC April 2012.

More in: Technology , Business
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
1,662
On Slideshare
1,662
From Embeds
0
Number of Embeds
0

Actions

Shares
Downloads
46
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1. SharePoint Workflow:Taking the Manual Out of Your Process Donald Donais
  • 2. Donald DonaisAvtex IT Pro Consultant ddonais@avtex.comBlog – Tales from IT Side http://talesfromitside.wordpress.comTwitter @dondonais
  • 3. Overview• Business Process Management• Crawl, Walk, Run Approach• Crawl  OOB SharePoint Workflows• Walk  SharePoint Designer 2010  3rd Party Vendor Workflow Products
  • 4. Business Process Management What is Business What is Process What is a Business Mgt? Process? Process? Systematic A series of Activities or set approach lookingActions, directed of Activities that at org workflowtoward a specific accomplish more effectively, aim or goal Business Goals by reducing human error
  • 5. BPM Survey• June 20th, 2011 Assoc. for Information and Image Management (AIIM)• SharePoint Survey – Expectation for future users• #1 – “Lack of strategic plans on what to use it for” with to SharePoint** https://www.nothingbutsharepoint.com/sites/eusp/Pages/SharePoint-and-BPM-Whats-your-Strategy.aspx
  • 6. Survey ContinuedWhich of the following types of add-on packagesplanning to use with SharePoint? Workflow /BPM #1 Search #2 /Analytics Secure #3 & Rights Mgt
  • 7. Survey ContinuedWhich of the following process have youautomated with SharePoint Project Mgt #1 Internal #2 IT Other #3 Support LOB Processes
  • 8. Tips when Automating BusinessProcess• Make sure to define the process• Define reasons for automation• Necessary to define initial investment and maintenance costs• Do not automate every step in the process• Take the time to analyze potential ROI from process automation• Make sure to consider the human element within process
  • 9. Approaching SharePoint WorkflowsCrawl, Walk, Run…
  • 10. Crawl• Out of the Box Workflows
  • 11. Walk• Introduce SharePoint Designer 2007/2010  Workflows  CodePlex Actions• Introduce 3rd Party Workflow Tools 2007/2010• Use Visio Services to Visualize Business Processes 2010
  • 12. Run• Develop more robust workflows• .NET workflows• Integrated systems• Custom .NET Actions and Conditions for SharePoint Designer• Advanced 3rd Party Workflow Tools
  • 13. Why Workflow?• One version of the truth• Flexibility• Auditability
  • 14. Basic Workflow Capabilities• Start Workflow Manually or Automatically• Visibility into Running Workflows• Collection of Historical Workflow Data – Status of approval, errors,…• Stop (or Terminate) a Running Workflow• Tight Integration with Office
  • 15. Understanding The Workflow Lifecycle Remove Association Initiation Running Termination Association• Association  When a workflow is associated with a list  Data can be associated with the workflow• Initiation  When the workflow is first started on a list item  Data can be associated with the instance of the workflow• Running  Status page reflects state of the workflow  User primarily interacts via Tasks• Termination  End an instance of a workflow• Remove Association
  • 16. Workflows 2007 Out of the Box SharePoint Designer 2007 Visual Studio 2005 & 2008
  • 17. Workflows 2010• Out of the Box  New Site Level Workflows  Customizable with SharePoint Designer  Visualization with Visio 2010• SharePoint Designer  Parallel Execution Paths  Reusable Workflow  Visualization/Design with Visio  Exportable to Visual Studio• Visual Studio Workflow  Built-in Deployment/Debugging Tools  Workflow Events  Pluggable Workflow Services
  • 18. Out Of the Box SharePoint 2007 •Approval Site Content Types •Collect Feedback •Collect Signatures •Disposition Approval •Approval Lists and Libraries •Collect Feedback •Collect Signatures •Disposition Approval Lists •Three State* •Translation Management Publishing •Publishing Approval *WSS 3.0
  • 19. Out Of the Box SharePoint 2010 •Three State* •Approval – SharePoint 2010 Site Content Types •Collect Feedback – SharePoint 2010 •Collect Signatures – SharePoint 2010 •Disposition Approval •Three State* •Approval – SharePoint 2010 Lists and Libraries •Collect Feedback – SharePoint 2010 •Collect Signatures – SharePoint 2010 •Disposition Approval Lists •Three State •Translation Management Publishing •Publishing Approval * SharePoint Foundation
  • 20. Out of the Box Workflows
  • 21. SharePoint Designer 2007• Next version of FrontPage!• UI comprised of multiple panels• Only Compatible with SharePoint 2007 (all versions)• Allow Users to Create Workflows• Associate Workflow to List or Library• Workflow Designer• Conditions & Actions – Augmented by CodePlex
  • 22. SharePoint Designer 2010• Redesigned for SharePoint 2010• New UI• Only Compatible with SharePoint 2010• Allow Users to Create New Workflows• Associate Workflow to List, Library or Reusable (Content Types)• Import/Export to Visio• New Workflow Designer Wizard
  • 23. SharePoint Designer and Visio Workflows
  • 24. Let’s set it up!• Sales Documents Process• If Estimate is >$100000 then . . .• Automatically approved if less• Manager Approved and email Sales and VP of Sales
  • 25. Custom .NET Workflow• Bring in the Reinforcements!• You are here because:  Missing Specific Feature  SharePoint Designer Missing Action  Custom Data or Actions Needed  Existing Windows Workflow Investment  State Machine Workflow Requirement  Expose the Full Power of .NET• Word of Warning – There is a steep learning curve
  • 26. Custom .NET Workflow – The Platform• Windows Workflow Foundation• Its not just a SharePoint Platform  Built into .NET 3.0
  • 27. Workflow – Platform Implications• Workflow a Core .NET Feature  Workflow can be ‘hosted’ anywhere  SharePoint was Microsoft’s first host (CRM 4 uses it now too)• Custom applications can host it as well• Standardized Format  XML based file format (XOML)• Widespread Availability
  • 28. 3rd Party SharePoint Workflows• Nintex  Workflow 2007 & 2010  Forms 2007 & 2010• K2  Blackpearl  Blackpoint  K2 Forms
  • 29. K2• Visual Designer based in SharePoint• Implement workflow logic without code  Also has Visual Studio integration• Rich visual designer from SharePoint• Connect to AD or LOB data sources
  • 30. Nintex• Expand workflows beyond SharePoint Designer• Implement workflow logic without code• Rich visual designer from SharePoint• Connect to AD or LOB data sources
  • 31. Nintex• Small Installation Footprint• Start in SharePoint, stay in SharePoint• Document Assembly and Conversion• User Defined Actions (UDA)• Lazy Approval• Workflow Change Approval
  • 32. Nintex Workflow 2010
  • 33. ResourcesSharePoint Workflow:• Workflow Resource Center | SharePoint 2010 (Dev): http://msdn.microsoft.com/en-us/sharepoint/hh295805• Workflows in SharePoint Server 2010: http://technet.microsoft.com/en- us/sharepoint/ff819861SharePoint 2010:• SharePoint 2010: http://sharepoint2010.microsoft.com• SharePoint MSDN: http://msdn.microsoft.com/en- us/sharepoint/default.aspx
  • 34. Questions?
  • 35. Donald Donais ddonais@avtex.com Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais