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SharePoint Intelligence Extending Share Point Designer 2010 Workflows With Custom Actions
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SharePoint Intelligence Extending Share Point Designer 2010 Workflows With Custom Actions

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Automating business processes with SharePoint is a powerful way to increase efficiency within any organization. With SharePoint Designer 2010, no-code (or declarative) workflows can be built to run …

Automating business processes with SharePoint is a powerful way to increase efficiency within any organization. With SharePoint Designer 2010, no-code (or declarative) workflows can be built to run either SharePoint 2010 On-Premise or in the cloud with Office 365. In this session, we’ll develop an expense report workflow from beginning to end to show how SharePoint Designer Workflows are being used in business today.


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  • Who i I am nothing but SharePoint Clients
  • Transcript

    • 1. Extending SharePoint Designer 2010 Workflows with Custom Actions
      http://bit.ly/kOqLnv
      Ivan Sanders
      SharePoint MVP Developer, Evangelist
      ivan@dimension-si.com
      http://twitter.com/@iasanders
    • 2.
    • 3. Workflow Actions Schema Overview
      Schema Elements
      I placed these in alphabetical order for easier reference, not in order of hierarchy. I will post the hierarchy the next time.
      Action Element
      Contains the information needed for the workflow engine to process a workflow activity, which is called an action in Windows SharePoint Services 3.0. A workflow Action element represents a workflow activity, such as sending e-mail notifications, updating Windows SharePoint Services 3.0 list items, creating and assigning tasks, as well as many other activities.
      Condition Element
      Represents a Condition statement, which is part of a rule sentence that can be displayed in a declarative, rules-based, code-free workflow editor, such as Microsoft Office SharePoint Designer 2007.
    • 4. Workflow Actions Schema Overview
      Default Element
      The Default element is a container for other elements and has no definable attributes.
      Option Element
      Used to populate DesignerType drop-down list box controls that are not data bound. Option elements contain text and value pairs that can be used to build a workflow sentence. They also contain information about their .NET data types.
      Parameter Element
      Used to describe the input and output parameters for a custom Actions or Conditions method call.
      RuleDesignerElement
      Complex type element. The RuleDesigner element contains information needed to render a workflow sentence in a declarative, code-free workflow editor such as Microsoft Office SharePoint Designer 2007.
      WorkflowInfo Element
      WorkflowInfo is the root element of the Actions schema. This element must be included in any .ACTIONS file that is installed on the server.
    • 5. Workflow in SPO?
      New Workflow targets
      Reusable Workflows can be applied to any list
      Site Workflows can execute on site
      New Workflow events
      Emitted by SharePoint Online (i.e. WorkflowStarted)
      Custom Events, Event Receivers
    • 6. Workflow Designer
      Improved declarative workflow designer
    • 7. Task Process Designer
    • 8. Actions
      Actions get work done in the workflow
      Examples:
      Create, copy, change, or delete list items/documents
      Check items in or out
      Send an e-mail
      Create a task for person or group
      Collect data via task for use in the workflow
      Pause or stop the workflow
      Log workflow information to a History list
      Set workflow variables or perform calculations
    • 9. Conditions
      Control flow of the workflow
      Examples:
      If any value equals value
      If current item field equals value
      Created by a specific person
      Created in a specific date span
      Title field contains keywords
    • 10. Steps
      Allow you to organize your workflow
      Steps performed in Serial or Parallel
    • 11. Impersonation
      Workflows run with permissions of user
      Use impersonation step to run as workflow author
    • 12. WorkflowSharePoint Designer 2010Implementing Workflows
      demo
    • 13. Custom Workflow Actions
      Define class/method in Visual Studio 2010
      Sandbox Solutions API
      Define new action via <WorkflowActions> schema
      Maps designer to method call
      <Action>
      <RuleDesigner>
      <Parameters>
    • 14. Workflow Events
      Implemented via Workflow Event Receiver
      Override SPWorkflowEventReceiver
      Scope
      SPSite
      SPWeb
      SPList
      SPContentType
      Events
      WorkflowStarting
      WorkflowStarted
      WorkflowCompleted
      WorkflowLoading
      WorkflowUnloading 
      WorkflowPostponed
    • 15. Creating and Deploying DocumentSet Actions & Customizable Conditions
      demo
    • 16. SP2010 vs. SPO
      Can’t export from SPD2010 to VS2010
      Can’t build Visual Studio code workflows in a sandboxed solution
    • 17. Summary
      Implement the workflow in SharePoint Designer 2010
      Custom or copy & modify built in workflow
      Actions, conditions and steps
      Develop custom workflow actions and events in Visual Studio 2010
    • 18. Who can you trust??
      The blogs I trust through all of the noise.
      Maurice Prather http://www.bluedoglimited.com/default.aspx
      Andrew Connell http://www.andrewconnell.com/blog
      Spence Harbarhttp://www.harbar.net
      Jim Duncan
      Heather Solomon http://www.heathersolomon.com/blog
      Todd Klindthttp://www.toddklindt.com/default.aspx
      Todd Baginskihttp://www.toddbaginski.com/blog
      Todd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/jan
      Patrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspx
      WictorWilenhttp://www.wictorwilen.se
      Ted Patissonhttp://blog.tedpattison.net/default.aspx
      Lars Fastruphttp://www.fastrup.net
      CarstenKeutmannhttp://keutmann.blogspot.com
      Keith Richie http://blog.krichie.com
      Bill Baer http://blogs.technet.com/b/wbaer
    • 19. Thank you
      http://bit.ly/kOqLnv
      Ivan Sanders
      SharePoint MVP Developer, Evangelist
      ivan@dimension-si.com
      http://twitter.com/@iasanders
    • 20. What's on the Flash drive
      Extras
    • 21. Extras
      SharePoint 2007
      SharePointSolutionInstaller
      WSPBuilder
      KerberosBuddy
      SharePoint Sushi
      SharePointManager2007 / 2010
      SPViewPermissionSetting.wsp
      2007 Office SDK1.5
      SQL Scripts
      SharePoint 2010
      AutoSPInstaller
      2010 Documentation
      BusinessIntelligenceLabs
      2010 Tips and tricks
      SQL Scripts
      npp.5.8.6
      Search.StandardMasterPageAdapter.wsp
    • 22. Resources
      Download SharePoint Designer 2010
      http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=d88a1505%2D849b%2D4587%2Db854%2Da7054ee28d66
      Introducing SharePoint Designer 2010
      http://office.microsoft.com/en-us/sharepoint-designer-help/introducing-sharepoint-designer-2010-HA101782482.aspx
      SharePoint Designer 2010 Workflow
      http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-to-designing-and-customizing-workflows-HA101859249.aspx
      Creating SharePoint Workflow Solutions
      http://msdn.microsoft.com/en-us/library/ee231606.aspx
      Walkthrough: Create a Custom Site Workflow Activity
      http://msdn.microsoft.com/en-us/library/ee231574.aspx
    • 23. Performance
      Addendum
    • 24. Database Performance
      Database Volumes
      Separate database volumes into unique LUN’s consisting of unique physical disk spindles.
      Prioritize data among faster disks with ranking:
      SQL TempDB data files
      Database transaction log files
      Search database
      Content databases
      In a heavily read-oriented portal site, prioritize data over logs.
      Separate out Search database transaction log from content database transaction logs.
    • 25. Database Performance
      SQL TempDB Data Files
      Recommended practice is that the number of data files allocated for TempDB should be equal to number of core CPU’s in SQL Server.
      TempDB data file sizes should be consistent across all data files.
      TempDB data files should be spread across unique LUN’s and separated from Content DB, Search DB, etc…
      TempDB Log file separated to unique LUN.
      Optimal TempDB data file sizes can be calculated using the following formula: [MAX DB SIZE (KB)] X [.25] / [# CORES] = DATA FILE SIZE (KB)
      Calculation result (starting size) should be roughly equal to 25% of the largest content or search DB.
      Use RAID 10; separate LUN from other database objects (content, search, etc…).
      “Autogrow” feature set to a fixed amount; if auto grow occurs, permanently increase TempDB size.
    • 26. Database Performance
      Content Databases
      100 content databases per Web application
      100GB per content database
      CAUTION: Major DB locking issues reported in collaborative DM scenarios above 100GB
      Need to ensure that you understand the issues based on number of users, usage profiles, etc…
      Service Level Agreement (SLA) requirements for backup and restore will also have an impact on this decision.
      KnowledgeLake Lab testing demonstrated SharePoint performance was NOT impacted by utilizing larger DB sizes; tests included content DB sizes that were 100GB, 150GB, 200GB, 250GB, 300GB and 350GB.
    • 27. Database Performance
      Content Databases - Continued
      Pre-construct and pre-size
      Script generation of empty database objects
      “Autogrow” feature on
      Use RAID 5 or RAID 10 logical units
      RAID 10 is the best choice when cost is not a concern.
      RAID 5 will be sufficient and will save on costs, since content databases tend to be more read intensive than write intensive.
      Multi-core computer running SQL Server
      Primary file group could consist of a data file for each CPU core present in SQL Server.
      Move each data file to separate logical units consisting of unique physical disk spindles.
    • 28. Database Performance
      Search Database
      Pre-construct and pre-size
      Script generation of empty database objects
      “Autogrow” feature on
      Use RAID 10 logical units
      Should be a requirement for large-scale systems
      Search database is extremely read/write intensive
      Multi-core computer running SQL Server
      Primary file group could consist of a data file for each CPU core present in SQL Server.
      Move each data file to separate logical units consisting of unique physical disk spindles.
    • 29. Database Performance
      Search Database
      Search database is VERY read/write intensive!
      Do not place any other database data files on any logical unit where search database files reside.
      If possible, try to ensure that the RAID 10 logical units for the search database data files do not share their physical spindles with other databases.
      Place the search database log files on an independent logical unit.
    • 30. Database Performance
      Database Maintenance
      Physical Volume File Fragmentation:
      Defragment your physical volumes on a regular schedule for increased performance!
      LUN’s need to be 20-50% larger than the data stored on them allow for effective defragmentation of the data files.
      Performance Monitor Counters to watch:
      Average Disk Queue Length
      Single Digit values are optimal.
      Occasional double-digit values aren’t a large concern.
      Sustained triple-digit values require attention.
    • 31. Page Performance
      Minimize HTTP Requests
      80% of the end-user response time is spent on the front-end. Most of this time is tied up in downloading all the components in the page: images, stylesheets, scripts, Flash, etc. Reducing the number of components in turn reduces the number of HTTP requests required to render the page. This is the key to faster pages.
      For static components: implement
      "Never expire" policy by setting far future Expires header
      Avoid Redirects
      Redirects are accomplished using the 301 and 302 status codes. Here’s an example of the HTTP headers in a 301 response:
      Optimize Images
      After a designer is done with creating the images for your web page, there are still some things you can try before you uploading the images to your web server
      Avoid Empty Image src
      Image with empty string src attribute occurs more than one will expect.