The document outlines a SharePoint workflow migration from version 2010 to 2013, detailing the objectives, steps, and challenges involved in the process. It discusses the migration of out-of-the-box workflows, SharePoint Designer workflows, and custom workflows, alongside an approach using Visual Studio 2012 and leveraging SharePoint's workflow manager. Additionally, it highlights the architectural changes and capabilities of the new workflow manager in SharePoint 2013.

1. SharePoint Workflow Migration
SP 2010 to SP 2013
in association with

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4. Today’s Webinar
SharePoint Workflow Migration SP2010 – SP2013
Presenter:
Jay Mehta
SharePoint Consultant & MCT
SharePoint Workflow Migration

5. Objectives
 Experiences in SharePoint Workflow Migration
 5 Steps to Migrate SharePoint OOTB Workflows
 4 Keys to Migrate SharePoint Designer Workflows
 3 Challenges in Migrating SharePoint Custom Workflows
 An approach to workflow migration using Visual Studio 2012
 Leveraging Workflow Manager in SharePoint 2013
 Q and A
SharePoint Workflow Migration

6. CASE1
SharePoint OOTB Document Review and Approval
Workflow
CASE2
SharePoint Designer based Leave Request Approval
Workflow
CASE3
Custom Visual Studio based Co-worker Required
Approval Workflow
Experiences in Workflow Migration
SharePoint Workflow Migration

7. Plan Prepare Test Implement Validate
SharePoint 2010
SharePoint 2013
SharePoint Migration Methodology SharePoint Workflow Migration

8. Objectives
 Our Experience in Workflow Migration
 5 Steps to Migrate SharePoint OOTB Workflows
 4 Keys to Migrate SharePoint Designer Workflows
 3 Challenges in Migrating SharePoint Custom Workflows
 An approach to workflow migration using Visual Studio 2012
 Leveraging Workflow Manager in SharePoint 2013
 Q and A
SharePoint Workflow Migration

9. Set up Windows Server 2012 server with SQL Server 2008 R2 / 2012 and SharePoint 2013
farm
Copy the SharePoint Server 2010 Content Database(s) to the SharePoint 2013 Server
farm i.e. Backup SharePoint 2010 content databases and Restore to target SQL Server
A. Create SharePoint 2013 Web Application
B. Attach and upgrade the content database(s)
Upgrade the site collection(s) using deferred site collection upgrade method
Activate and Verify SharePoint OOTB Workflows Feature
5 Steps to migrate SharePoint OOTB Workflows SharePoint Workflow Migration

10. Objectives
 Our Experience in Workflow Migration
 5 Steps to Migrate SharePoint OOTB Workflows
 4 Keys to Migrate SharePoint Designer Workflows
 3 Challenges in Migrating SharePoint Custom Workflows
 An approach to workflow migration using Visual Studio 2012
 Leveraging Workflow Manager in SharePoint 2013
 Q and A
SharePoint Workflow Migration

11. Enables SharePoint 2010 Workflows to work in SP 2013
Negotiates between two versions of SharePoint
WF in SharePoint 2010
AWS in SharePoint 2013
Supports Stages and Loops, can call Web Services, WCF,
REST & JSON
Enhanced rich email editor
4 Keys to Migrate
SharePoint Designer Workflows
SharePoint Workflow Migration

12. SharePoint Workflow Interop in Action
SharePoint Workflow Migration

13. New Workflow Activities and Actions
SharePoint Workflow Migration

14. SharePoint Designer Workflow Stages
 Each stage has an entry
point and gate
 Primary core in Workflow
4 flow step in a flow chart
 It can contain multiple
steps
 Mitigates SharePoint
Designer loop limitation
SharePoint Workflow Migration

15. Creating a workflow in
SharePoint Designer 2013
SharePoint Workflow Migration

16. Objectives
 Our Experience in Workflow Migration
 5 Steps to Migrate SharePoint OOTB Workflows
 4 Keys to Migrate SharePoint Designer Workflows
 3 Challenges in Migrating SharePoint Custom Workflows
 An approach to workflow migration using Visual Studio 2012
 Leveraging Workflow Manager in SharePoint 2013
 Q and A
SharePoint Workflow Migration

17. 3 Challenges in Migrating
SharePoint Custom Workflows
1. Custom SharePoint Workflow Activities
2. Associated Custom Forms with Workflows
A. Workflow Initiation Forms
B. Workflow Association Forms
C. InfoPath Forms compatibility
3. Third Party Workflows compatibility
SharePoint Workflow Migration

18. Objectives
 Our Experience in Workflow Migration
 5 Steps to Migrate SharePoint OOTB Workflows
 4 Keys to Migrate SharePoint Designer Workflows
 3 Challenges in Migrating SharePoint Custom Workflows
 An approach to workflow migration using Visual Studio 2012
 Leveraging Workflow Manager in SharePoint 2013
 Q and A
SharePoint Workflow Migration

19. 1. Consider the SharePoint 2010 and 2013 GAC location
2. Modify .CSPROJ file of Custom SharePoint Solution
• Target Framework Version should be v4.5
• Target Office Version should be 15.0
3. Modify Package designer
• SharePoint Product Version = 15.0
4. Reload the Project and verify the references to SP 15 API
5. Add your business / code logic to Web Service / WCF Services
An approach to Workflow Migration
using Visual Studio 2012
SharePoint Workflow Migration

20. Objectives
 Our Experience in Workflow Migration
 5 Steps to Migrate SharePoint OOTB Workflows
 4 Keys to Migrate SharePoint Designer Workflows
 3 Challenges in Migrating SharePoint Custom Workflows
 An approach to workflow migration using Visual Studio 2012
 Leveraging Workflow Manager in SharePoint 2013
 Q and A
SharePoint Workflow Migration

21. Workflow in SharePoint 2013
SharePoint Workflow Migration

22. SharePoint Workflow Migration

23. Workflow in SharePoint 2013
 Workflow processing moved to Workflow Manager
 SharePoint farm & Workflow Manager farm can be on
same/different servers
 XAML Code Styling to author an Workflow
 Improves stability, scalability & transparency
SharePoint Workflow Migration

24. Workflow Manager
 SharePoint 2013 Workflow platform uses the new Workflow
Manager service.
 Built on top of Windows Workflow Foundation. Windows Workflow
Foundation is part of the .NET Framework 4.5.
 All Workflows can be authored as Declarative
 SharePoint Server 2013 uses Workflow Manager for its workflow
engine.
SharePoint Workflow Migration

25. Workflow Manager Capabilities
 High Density and Multi-Tenancy
 Elastic Scale
 Activity / Workflow Artifact Management
 Tracking and Monitoring
 Instance Management
 Fully Declarative Authoring
 REST and Service Bus Messaging
 Managed Service Reliability
SharePoint Workflow Migration

26. Architectural Changes in
SharePoint Workflow
 Powered by Windows
Workflow Foundation 4
 Executed in Windows Azure
Workflow Services(WAWS)
 Communicates with SharePoint
using Azure service bus using
common protocols (i.e. HTTP)
 Based on .NET Framework 4.5
 SharePoint events are routed to
WM & returned via REST API
SharePoint Workflow Migration

27. Write to us: info@cygnet-infotech.com
To get free consultation on your SharePoint Migration queries
SharePoint Workflow Migration