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1. Introduction to SharePoint Designer
2010 Workflows
By
Quontra Solutions

2. Agenda
 Prototyping in Visio 2010
 Implementing in SPD2010
 Extending with VS2010
 Summary

3. 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

4. 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. Prototyping in Visio 2010
 SharePoint specific Workflow template
 Design in Visio using SharePoint shapes
 Provides workflow Visualization

7. SharePoint Workflow Shapes
 Terminators
 Start/Terminate
 Conditions
 Data
 Permissions
 Dates
 Actions
 Send Email
 Create List Item
 Check In/Out

8. 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

10. 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!

11. SPD2010 Workflow
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12. 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

13. Copy & Modify Workflows
 Based on any Globally Reusable Workflows
 Approval
 Collect Feedback
 Collect Signatures
 Publishing Approval
 Can be limited to specific Content Type

14. Workflows Summary
 Manage settings for workflow
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16. Workflow Designer
 Improved declarative workflow designer

17. Task Process Designer

18. 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

19. 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

20. Steps
 Allow you to organize your workflow
 Steps performed in Serial or Parallel

21. Impersonation
Workflows run with permissions of user
 Use impersonation step to run as workflow author

22. Workflow
SharePoint Designer 2010
Implementing Workflows

23. SP2010 vs. SPO
 Can’t export from SPD2010 to VS2010
 Can’t build Visual Studio code workflows in a
sandboxed solution

24. 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

25. 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 Harbar http://www.harbar.net
 Jim Duncan
 Heather Solomon http://www.heathersolomon.com/blog
 Todd Klindt http://www.toddklindt.com/default.aspx
 Todd Baginski http://www.toddbaginski.com/blog
 Todd Bleeker http://bit.ly/edlSm5
Jan Tielens http://weblogs.asp.net/jan
 Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx
 Wictor Wilen http://www.wictorwilen.se
 Ted Patisson http://blog.tedpattison.net/default.aspx
 Lars Fastrup http://www.fastrup.net
 Carsten Keutmann http://keutmann.blogspot.com
 Keith Richie http://blog.krichie.com
 Bill Baer http://blogs.technet.com/b/wbaer

26. What's on the Flash drive

27. 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

28. Resources
 Download SharePoint Designer 2010
 http://www.microsoft.com/downloads/en/details.aspx?displayla
ng=en&FamilyID=d88a1505%2D849b%2D4587%2Db854%2Da70
54ee28d66
 Introducing SharePoint Designer 2010
 http://office.microsoft.com/en-us/sharepoint-designer-help/
introducing-sharepoint-designer-2010-HA101782482.aspx

 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

29. Performance

31. 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

32. 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.

34. 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.

35. 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.

36. 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.

37. 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.

38. 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.

39. 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.

40. 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.

41. 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.