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Workflow in SharePoint 2010<br />Elaine van Bergen<br />Architect<br />OBS<br />
The Connected EnterpriseWhere workflow fits in<br />Collaboration happens in SharePoint<br /><ul><li>People at work
Data they make and use</li></ul>Workflows to manage it<br />Two flavours<br /><ul><li>System – move data inand out of Shar...
Human – support peoplewith long-running processes</li></li></ul><li>Human Workflow Examples<br /><ul><li>Managing how peop...
Document approval & feedback
Collaborative reviews & discussions
Gathering signatures
Business logic in action
Rules for SharePoint content
Applied automatically or on demand
“Glue” used to build common business apps</li></li></ul><li>"Whats New" for SharePoint 2010<br />For the end-user<br /><ul...
Visio visualization</li></ul>For the power-user<br /><ul><li>Improved nested  logic
New Task Process designer
Customizable OOB workflows</li></ul>For the developer<br /><ul><li>Visual Studio 2010 SharePoint tools
Workflow Events
Pluggable External Data Exchange Services</li></li></ul><li>Windows Workflow Foundation<br />Workflow engine shipped as pa...
Windows Workflow Foundation<br />Workflow Services<br />SharePoint<br />CRM<br />LOB<br />Workflow<br />Workflow<br />Work...
Workflow Solution Spectrum<br />Increasing Functionality<br />Browser<br />SharePoint Designer<br />Visual Studio<br />
Prototype, Design and DevelopSharePoint 2010 offers new development process<br /><ul><li>Envision workflows in Visio
Import into SharePoint Designer</li></ul>Parameterize<br />Export to Visual Studio 2010<br /><ul><li>Add code</li></li></u...
A Gartner 2008 survey showed that:<br /><ul><li>67% of companies that are "doing BPM" changed some of their business proce...
18% needed to make changes on a monthly basis
10% on a weekly basis and
4% on a daily basis</li></li></ul><li>Visio to Designer<br />Live Demonstration<br />
Tool Enhancements<br />SharePoint Designer 2010<br /><ul><li>Big design interface improvements
Full screen, more available context data, import/export, nested logic
It’s what we’ve been using for all of the demos so far</li></ul>Visio 2010<br /><ul><li>Allow business analysts to design ...
Provide graphical workflow status (Visio Services)</li></li></ul><li>Declarative workflows<br /><ul><li>Performance improv...
InfoPath forms for association, activation, tasks
Reusable workflows
Content types
Association columns
Promotable to “globally” reusable
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SharePoint Saturday Workflow in Action

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The story for workflow in SharePoint 2010 has changed significantly. This sessions details the new capabilities that allow for business users designing workflows in Visio, through to SharePoint designer improvements and finishing in visual studio.

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SharePoint Saturday Workflow in Action

  1. 1. Workflow in SharePoint 2010<br />Elaine van Bergen<br />Architect<br />OBS<br />
  2. 2. The Connected EnterpriseWhere workflow fits in<br />Collaboration happens in SharePoint<br /><ul><li>People at work
  3. 3. Data they make and use</li></ul>Workflows to manage it<br />Two flavours<br /><ul><li>System – move data inand out of SharePoint
  4. 4. Human – support peoplewith long-running processes</li></li></ul><li>Human Workflow Examples<br /><ul><li>Managing how people work
  5. 5. Document approval & feedback
  6. 6. Collaborative reviews & discussions
  7. 7. Gathering signatures
  8. 8. Business logic in action
  9. 9. Rules for SharePoint content
  10. 10. Applied automatically or on demand
  11. 11. “Glue” used to build common business apps</li></li></ul><li>"Whats New" for SharePoint 2010<br />For the end-user<br /><ul><li>New targets to run a workflow
  12. 12. Visio visualization</li></ul>For the power-user<br /><ul><li>Improved nested logic
  13. 13. New Task Process designer
  14. 14. Customizable OOB workflows</li></ul>For the developer<br /><ul><li>Visual Studio 2010 SharePoint tools
  15. 15. Workflow Events
  16. 16. Pluggable External Data Exchange Services</li></li></ul><li>Windows Workflow Foundation<br />Workflow engine shipped as part of the .NET 3.0 Framework<br />Model workflows as state machines or sequential steps<br />Long-running and stateful<br />
  17. 17. Windows Workflow Foundation<br />Workflow Services<br />SharePoint<br />CRM<br />LOB<br />Workflow<br />Workflow<br />Workflow<br />WorkflowRuntime<br />Scheduler<br />Persistence<br />Batching<br />Tracking<br />
  18. 18. Workflow Solution Spectrum<br />Increasing Functionality<br />Browser<br />SharePoint Designer<br />Visual Studio<br />
  19. 19. Prototype, Design and DevelopSharePoint 2010 offers new development process<br /><ul><li>Envision workflows in Visio
  20. 20. Import into SharePoint Designer</li></ul>Parameterize<br />Export to Visual Studio 2010<br /><ul><li>Add code</li></li></ul><li>Declarative vs. Code-Based Workflows<br />Developed with .NET code<br />Compiled to template assemblies<br />Packaged as features<br />Deployed via WSP packages<br />Added to feature galleries<br />Activated per-site collection<br />Versioned like code<br />Can do all of the work in internal code <br />and/or call activities<br />Code-Based Workflows Declarative Workflows<br />Developed as XOML (eXtensible Orchestration Markup Language)<br />JIT compiled and run by a template assembly provided by SharePoint<br />Published to containers (lists, libraries, etc.)<br />Versionable like documents (with help)<br />Connect activities together, but the activities do the work<br />
  21. 21. A Gartner 2008 survey showed that:<br /><ul><li>67% of companies that are "doing BPM" changed some of their business processes at least twice a year.
  22. 22. 18% needed to make changes on a monthly basis
  23. 23. 10% on a weekly basis and
  24. 24. 4% on a daily basis</li></li></ul><li>Visio to Designer<br />Live Demonstration<br />
  25. 25. Tool Enhancements<br />SharePoint Designer 2010<br /><ul><li>Big design interface improvements
  26. 26. Full screen, more available context data, import/export, nested logic
  27. 27. It’s what we’ve been using for all of the demos so far</li></ul>Visio 2010<br /><ul><li>Allow business analysts to design workflows
  28. 28. Provide graphical workflow status (Visio Services)</li></li></ul><li>Declarative workflows<br /><ul><li>Performance improvements*
  29. 29. InfoPath forms for association, activation, tasks
  30. 30. Reusable workflows
  31. 31. Content types
  32. 32. Association columns
  33. 33. Promotable to “globally” reusable
  34. 34. Out-of-box workflows work this way now
  35. 35. Site workflows*
  36. 36. Workflows on document sets*
  37. 37. Impersonation steps*
  38. 38. Export to Visual Studio</li></ul>*not just for declarative workflows; also for code-based workflows<br />
  39. 39. Reusable Workflows<br /><ul><li>Not tightly coupled to specific lists
  40. 40. Associated with lists or content types
  41. 41. Association columns
  42. 42. Promotable to “globally” reusable
  43. 43. Out-of-box workflows work this way now</li></li></ul><li>SharePoint 2010 Workflow Targets<br />Site<br />List Item<br />
  44. 44. Site Workflows<br />Bound to site, not to a list or content type<br />Started manually <br />Accessible from Site Actions menu<br /><ul><li>Go to View All Site Content to see them</li></ul>Perfect for workflows that:<br /><ul><li>Work on groups of content
  45. 45. Work mostly on non-SharePoint content</li></li></ul><li>Custom activities<br />Plug in your own custom activities<br /><ul><li>Fully trusted deployment model
  46. 46. Sandboxed code in the user solution gallery</li></ul>Build on top of existing activities<br /><ul><li>OfficeTask exposed in Visual Studio</li></ul>Flexibility of custom code, reusable in code-based and declarative workflows alike<br />
  47. 47. New and improved out-of-the-box actions<br />User profile lookups<br />Document sets<br />Declare record<br />Set permissions<br />Read/write to external lists<br />Utility actions<br />Task Processes<br /><ul><li>e.g., Office Task
  48. 48. Composite activities
  49. 49. Design dialogs</li></li></ul><li>How It Works: The “OfficeTask”<br />Workflow activity<br />Workflow activity<br />Approval start behavior<br />Approval in progress<br />Approval end behavior<br />For each task…<br />Exit conditions<br />Task start behavior<br />Task in progress<br />Task end behavior<br />
  50. 50. Example: Expense Reporting<br />Workflow activity<br />Workflow activity<br />Check metadata on uploaded report<br />Approval in progress<br />Set status to either Approved or Rejected, and notify submitter<br />If anyone rejects, cancel the approval<br />Task start behavior<br />Send daily reminders when due date passes<br />Task end behavior<br />
  51. 51. Designer<br />Live Demonstration<br />
  52. 52. What’s new in Visual Studio 2010<br />Site Workflows<br />ASP.NET Form Templates<br />New events<br />External Data Exchange<br />
  53. 53. Developing Site Level Workflows<br />Site Workflows <br /><ul><li>List / Item properties are null
  54. 54. No auto-start</li></li></ul><li>Creating ASP.NET Workflow Forms<br />Generates the required code<br />Updates the elements.xml file<br />Available:<br /><ul><li>Association
  55. 55. Initiation</li></li></ul><li>Workflow Events<br />Events fired during workflow lifetime<br /><ul><li>Started, Completed…</li></ul>Scenarios<br /><ul><li>Call sub-workflows and wait for completion
  56. 56. Provide more elaborate error handling</li></ul>Familiar model for developers<br />
  57. 57. SPWorklowEventReceiver<br />public class MyWorkflowEventReceiver<br /> : SPWorkflowEventReceiver<br />{<br />public override void WorkflowStarting(<br />SPWorkflowEventProperties properties)<br /> {<br />// your code here<br />base.WorkflowStarting(properties);<br />}<br />}<br />Base class for handling workflow events<br />Register on site / list / content type<br />
  58. 58. External Data in SharePoint 2007<br />External Data<br />SharePoint Data<br />Correlated Events<br />
  59. 59. Pluggable EDE Services<br />Interact with LOB systems by using custom External Data Exchange services<br />Requires low-level understanding of WF layer<br />You can write your own events<br /><ul><li>No partial trust</li></li></ul><li>Flow of Events<br />Workflow<br />Call External Method<br />WorkflowRuntime<br />Raise Event<br />External System<br />EDE Service<br />Or<br />Subscriptions<br />External System<br />WCF Service<br />
  60. 60. Visual Studio<br />Live Demonstration<br />
  61. 61. Question and Answer Time<br />@laneyvb<br />http://laneyvb.blogspot.com<br />
  62. 62. Feedback details<br />Connect to the “GUEST” wireless network<br />Browse to the URL http://10.2.70.199<br />At the Cliftons log on screen use these credentials<br />User: CSC<br />Password: 9A4F<br />Select “forms authentication” and then log on with the details you were emailed during the week<br />If you need a logon or need help, see Brian or Lewis at the front desk<br />How to do tell us what you think<br />
  63. 63. Thanks for Listening!<br />And Thank You To Our Sponsors!<br />

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