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SharePoint Intelligence Introduction To Share Point Designer Workflows
 

SharePoint Intelligence Introduction To Share Point Designer Workflows

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This session introduces the basics of SharePoint Designer 2010 workflows. When you understand the building blocks of workflow actions, conditions, and steps you can quickly add workflows to automate ...

This session introduces the basics of SharePoint Designer 2010 workflows. When you understand the building blocks of workflow actions, conditions, and steps you can quickly add workflows to automate processes and help improve your organization’s productivity and efficiency.

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  • Who i I am nothing but SharePoint Clients

SharePoint Intelligence Introduction To Share Point Designer Workflows SharePoint Intelligence Introduction To Share Point Designer Workflows Presentation Transcript

  • Introduction to SharePoint Designer 2010 Workflows
    http://bit.ly/kOqLnv
    Ivan Sanders
    SharePoint MVP Developer, Evangelist
    ivan@dimension-si.com
    http://twitter.com/@iasanders
  • Agenda
    Prototyping in Visio 2010
    Implementing in SPD2010
    Extending with VS2010
    Summary
  • SPD Workflows?
    SharePoint Online supports declarative workflows
    Code-based workflows aren’t supported in the Sandbox
    Prototyping in Visio 2010
    SharePoint specific flowchart diagram
    Export to SharePoint Designer 2010
    Implement in SharePoint Designer 2010
    Improved workflow designer
    Integration of forms with InfoPath 2010
    Extend with Visual Studio 2010
    Custom SPD2010 actions
    Events
  • 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
  • Visio 2010
  • Prototyping in Visio 2010
    SharePoint specific Workflow template
    Design in Visio using SharePoint shapes
    Provides workflow Visualization
  • SharePoint Workflow Shapes
    Terminators
    Start/Terminate
    Conditions
    Data
    Permissions
    Dates
    Actions
    Send Email
    Create List Item
    Check In/Out
  • Export to SharePoint Designer 2010
    Visio exports to a VWI file
    Renamed zip file containing all workflow files
    .xoml and .xoml.rules define workflow
    .vdx file contains Visio drawing
  • SharePoint Designer 2010
  • SharePoint Designer 2010
    Power tool for customizing SharePoint 2010
    Data
    Workflow
    Design the look and feel of your site
    Create Site Templates
    New User Interface
    Fluent UI from Office 2010/SharePoint 2010
    Easy navigation from artifact to summary to galleries
    Does not require developer/web skills
    Useful for Power Users, IT Pros and Developers
    Free!
  • SPD2010 Workflow
    Supports List, Reusable, Site workflows
    Custom or based on built in workflows
    Workflow Summary
    Manage settings, start options, forms
    Task designer
    Define advanced settings for process
    Workflow designer
    Actions, Conditions, Steps
    InfoPath 2010 for forms customization
  • Creating Custom Workflows
    New workflows are attached to a container
    List Workflows attached to a specific list
    Reusable Workflows are not attached to a list
    May be constrained to a content type
    Attached later using browser
    Site Workflows are attached to the current site
  • Copy & Modify Workflows
    Based on any Globally Reusable Workflows
    Approval
    Collect Feedback
    Collect Signatures
    Publishing Approval
    Can be limited to specific Content Type
  • Workflows Summary
    Manage settings for workflow
    Associated lists
    Start options
    Manual Started for Human Workflows
    Item created/changed events for Machine Workflows
    Initiation Form Parameters
    Collect information for workflow
    Local Variables
    Leveraged in workflow execution
    Association Columns
    Applied to associated lists for Reusable Workflows
  • Workflow Designer
    Improved declarative workflow designer
  • Task Process Designer
  • 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
  • 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
  • Steps
    Allow you to organize your workflow
    Steps performed in Serial or Parallel
  • Impersonation
    Workflows run with permissions of user
    Use impersonation step to run as workflow author
  • WorkflowSharePoint Designer 2010Implementing Workflows
    demo
  • SP2010 vs. SPO
    Can’t export from SPD2010 to VS2010
    Can’t build Visual Studio code workflows in a sandboxed solution
  • Summary
    Prototype workflows in Visio 2010
    Use diagrams to get sign-off
    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
  • 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
  • Thank you
    http://bit.ly/kOqLnv
    Ivan Sanders
    SharePoint MVP Developer, Evangelist
    ivan@dimension-si.com
    http://twitter.com/@iasanders
  • What's on the Flash drive
    Extras
  • 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
  • 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
  • Performance
    Addendum
  • Top Performance killers
  • Top Performance Killers
    Search
    Search uses SQL in a very I/O intensive fashion. It is sensitive to I/O latencies on the TempDB and the Query and Crawl file groups. One of the more difficult and time consuming jobs for a Search Administrator is to schedule the Crawls so they are not over lapping while keeping Search results fresh
    Indexing/Crawling
    Crawling and indexing a large volume of information, documents, and Web pages requires a large amount of computer processing. The crawl process also consumes network and other resources. The SharePoint environment must be configured properly and monitored, to ensure that the crawling and indexing process does not adversely affect the service available to users. For example, content is usually crawled and indexed during off-peak hours when servers are underused in order to maintain peak-hour services for users.
    Applications that may be crawling content in your production environment
    Coveo Full and Incremental crawls to enable search
    Newsgator to Update all of the colleague information and RSS feeds
    DocAve for Reporting on and Performing SharePoint Management tasks
    WSS Search indexes the Help information provided with SharePoint
    SharePoint Profile Import syncs people profile
    Office Search Full and Incremental updates Coveo would replace
     
  • Top Performance Killers
    Profile Import
    Profile imports are used with NGES to sync your AD user details to provide access to your feed subscriptions and with SharePoint to sync your AD user details with your SharePoint User Profile
    Large List Operations
    Having large lists by itself is not necessarily a performance issue. When SharePoint Server renders the many items in those lists, that can cause spikes in render times and database blocking. One way to mitigate large lists is to use subfolders and create a hierarchical structure where each folder or subfolder has no more than 3,000 items. Identify large lists and work with the owners of the sites and lists to archive items or pursue other mitigation strategies
    Heavy User Operation List Import/Write
    Another scenario of users having power they don’t realize.  Importing large lists using excel or synchronizing an access db. In SQL there’s little difference between these types of user operations. 
    Backup (SQL & Tape)
    Serious CPU and write disk I/O performance hit. SQL Litespeed or SQL 2008 backup with compression all help to lessen the performance hit.
  • SharePoint Performance
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.