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© Copyright 2014 SharePoint AMS
presentation for June 7, 2014
Rule the SP2013 World Using Web Services in Workflows
SPSDC ...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Housekeeping…
• Remember to fill out session and event evaluations…...
Thanks to our Sponsors!!!
Join us at #SharePint sponsored by Metalogix at Clyde’s
of Chevy Chase in the RaceCar Bar Downstairs
Why? To network with ...
© Copyright 2014 SharePoint AMS
5
an Association Management Ecosystem™
Solution Delivery
• Project Based – Solution Develo...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Jim Bob Howard
Email: JimBob@SharePointAMS.com
Twitter: @jbhoward
B...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Overview
• Background
• Need/Requirements
• PMO and PMIS developmen...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Need
• A better, easier way to track all of the projects in the pra...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Requirements
• A Project Management Office (PMO) site to house the ...
www.ConnectorMan.com
anAssociationManagementEcosystem™
DEMO
www.ConnectorMan.com
anAssociationManagementEcosystem™
Team Leader /
Project Manager
New Project
Request
Start Create Site...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Workflow
Team Leader /
Project Manager
New Project
Request
Start Cr...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Workflow
PMO Manager
Rejected ApprovedRejection Email
Team Leader /...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Workflow
PMO Manager
Rejected ApprovedRejection Email
Team Leader /...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Workflow
Approval Task
ApprovedRejected Create Site Workflow
PMIS C...
www.ConnectorMan.com
anAssociationManagementEcosystem™
SPD Workflow
Stage: Waiting for Approval
Rejected
Stage: Creating S...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Waiting for Approval
Waiting for Approval
Requested by
PMO Manager?...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Sending an Email
Sending Email
Rejected? Yes
No
Rejection
Email
Res...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Creating Site
Creating Site
Determine Create Outcome
Build
Create
P...
www.ConnectorMan.com
anAssociationManagementEcosystem™
REST API Calls
• Basic operations using SharePoint 2013 REST endpoi...
www.ConnectorMan.com
anAssociationManagementEcosystem™
DEMO
www.ConnectorMan.com
anAssociationManagementEcosystem™
• Site App Permissions
Site Settings -> Site App Permissions (Users...
www.ConnectorMan.com
anAssociationManagementEcosystem™
Thank you!
t) @jbhoward
e) JimBob@SharePointAMS.com
b) www.Connecto...
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World Domination: Self-Service Site Creation with SPD 2013 Workflows

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Published on

Building SharePoint Designer 2013 to create sites using Web Services

Based on blog post: http://www.connectorman.com/create-sites-with-spd-2013-workflow/

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World Domination: Self-Service Site Creation with SPD 2013 Workflows

  1. 1. © Copyright 2014 SharePoint AMS presentation for June 7, 2014 Rule the SP2013 World Using Web Services in Workflows SPSDC SharePoint Saturday DC – Chevy Chase
  2. 2. www.ConnectorMan.com anAssociationManagementEcosystem™ Housekeeping… • Remember to fill out session and event evaluations… • Phasers set to stun, mobile devices set to silent… • You must be present to win at the wrap-up…
  3. 3. Thanks to our Sponsors!!!
  4. 4. Join us at #SharePint sponsored by Metalogix at Clyde’s of Chevy Chase in the RaceCar Bar Downstairs Why? To network with fellow SharePoint professionals What? SharePint!!! When? 5:30 PM Where? RaceCar Bar Downstairs 5441 Wisconsin Ave Chevy Chase, MD 20815 Thanks to? Metalogix!
  5. 5. © Copyright 2014 SharePoint AMS 5 an Association Management Ecosystem™ Solution Delivery • Project Based – Solution Development and Consulting • Implementation, Integration, Creative Design, Deployment, Training • Public Facing Websites, Intranets, Extranets, Social Networking, Custom Development, SEO Customer Support • Ongoing Solution Support and Maintenance • Annual Agreements • Over 100 Active Loyal Customers Offerings Membership Manager Member Sites Module Smart Forms Module eCommerce Module
  6. 6. www.ConnectorMan.com anAssociationManagementEcosystem™ Jim Bob Howard Email: JimBob@SharePointAMS.com Twitter: @jbhoward Blog: http://www.ConnectorMan.com Sr. Solution Architect SharePoint AMS/Invenio Partners Husband of 1, Father of 4 20 years of software/web development for EDS, GE Capital, IBM, and several small businesses Worked with SharePoint since 2009 http://bit.ly/SP2010atWork-jbh Organizer Author SharePoint Saturday: India, EMEA, New Orleans, San Antonio, Houston, Austin, New York, DC, Cape Town, Nairobi, Virginia Beach, Philadelphia; SPTechCon; SharePoint Fest Speaker Developer
  7. 7. www.ConnectorMan.com anAssociationManagementEcosystem™ Overview • Background • Need/Requirements • PMO and PMIS development • Using the site • Working with Web Services in Workflows • Custom Templates • App Steps • Questions
  8. 8. www.ConnectorMan.com anAssociationManagementEcosystem™ Need • A better, easier way to track all of the projects in the practice • Large number of small short-term projects staffed by small specialized teams • Projects were running past their Period of Performance (POP) • Projects have working managers: – Managers spend most of their time providing technical expertise – Little time for project management – Lack of insight into budget and schedule for managers
  9. 9. www.ConnectorMan.com anAssociationManagementEcosystem™ Requirements • A Project Management Office (PMO) site to house the portfolio of projects • All-inclusive Project Management Information Sites (PMIS) for PM, Project Team and Upper Management – Team workspace – Schedule management – House deliverables – Provide tools for issues tracking – Allow for risk management – Provide upper management with communications reminders • KPI dashboards at both levels for line managers and upper management
  10. 10. www.ConnectorMan.com anAssociationManagementEcosystem™ DEMO
  11. 11. www.ConnectorMan.com anAssociationManagementEcosystem™ Team Leader / Project Manager New Project Request Start Create Site Workflow Approval Task PMO Manager Workflow
  12. 12. www.ConnectorMan.com anAssociationManagementEcosystem™ Workflow Team Leader / Project Manager New Project Request Start Create Site Workflow Approval Task PMO Manager
  13. 13. www.ConnectorMan.com anAssociationManagementEcosystem™ Workflow PMO Manager Rejected ApprovedRejection Email Team Leader / Project Manager
  14. 14. www.ConnectorMan.com anAssociationManagementEcosystem™ Workflow PMO Manager Rejected ApprovedRejection Email Team Leader / Project Manager Create Site Workflow PMIS Created Confirmation Email
  15. 15. www.ConnectorMan.com anAssociationManagementEcosystem™ Workflow Approval Task ApprovedRejected Create Site Workflow PMIS Created Confirmation Email Start Create Site Workflow Team Leader / Project Manager Rejection Email End Workflow New Project Request PMO Manager
  16. 16. www.ConnectorMan.com anAssociationManagementEcosystem™ SPD Workflow Stage: Waiting for Approval Rejected Stage: Creating Site Stage: Sending Email Start Create Site Workflow Approved End Workflow
  17. 17. www.ConnectorMan.com anAssociationManagementEcosystem™ Waiting for Approval Waiting for Approval Requested by PMO Manager? PMO Manager Approval Set Outcome to Approved YesNo Set Outcome to Rejected Approve Reject
  18. 18. www.ConnectorMan.com anAssociationManagementEcosystem™ Sending an Email Sending Email Rejected? Yes No Rejection Email ResponseCode OK? Success Email Yes URL in Use? No Site Exists Email Yes No Other Error Email
  19. 19. www.ConnectorMan.com anAssociationManagementEcosystem™ Creating Site Creating Site Determine Create Outcome Build Create Parameters Call HTTP web service to create site Check Error/ Success Responses If ResponseCode = OK Build Create Parameters Call HTTP web service to add item to list Get Error Codes and/ or Output Msg Yes No
  20. 20. www.ConnectorMan.com anAssociationManagementEcosystem™ REST API Calls • Basic operations using SharePoint 2013 REST endpoints – http://msdn.microsoft.com/en-us/library/office/jj164022.aspx
  21. 21. www.ConnectorMan.com anAssociationManagementEcosystem™ DEMO
  22. 22. www.ConnectorMan.com anAssociationManagementEcosystem™ • Site App Permissions Site Settings -> Site App Permissions (Users and Permissions) App Permissions • App Principal Permissions • Permission Request XML .../_layouts/15/appinv.aspx http://www.ConnectorMan.com/create-sites-with-spd-2013-workflow/ <AppPermissionRequests> <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" /> </AppPermissionRequests>
  23. 23. www.ConnectorMan.com anAssociationManagementEcosystem™ Thank you! t) @jbhoward e) JimBob@SharePointAMS.com b) www.ConnectorMan.com SharePoint AMS 11654 Plaza America Drive Suite 247 Reston, VA 20190-4700 www.SharePointAMS.com Q&A

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