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Sps philly 2011 1-designer
- 1. SharePoint Community inPhiladelphia • Sessions for: Meeting Format 5:30-6:30 Power User Session • End Users 6:30-7:00 – News/Q&A/Networking/Food/Sponsors • Administrators 7:00-7:30 – Open Design – “Problem of the Month” 7:30-8:30 - Developer or Administrator Session • Developers • IT Pros • Meetings: Second Tuesday of the month, 5:30 to 8:30 PM, Microsoft Malvern office • Hands-On Labs: Administrators and Power Users, see website for details WEB: www.TriStateSharePoint.org (under construction) CONTACT: info@tristatesharepoint.org TWITTER: @tristateSP
- 2. Platinum Gold SWAG Event Organizers Thanks to our Sponsors!
- 3. The true powerof SharePoint Designer for workflows Presented By Peter Ward- SharePoint Solution Architect Fed 5th 2011
- 4. Q&A – We will have time at the end of the presentation for questions A copy of this presentation can be sent to you This is on my blog – www.wardpeter.com Before We Begin
- 5. Microsoft SharePoint 2010 Business Performance Enhancement- Taking the basics to the Business No-Coding Solutions for SharePoint 2010 End Users
- 6. Value of thesession Level 3 Level 2 Level 1
- 7. Agenda 10 Basic SPD concepts 10 steps to build a workflow 10 things to know before you start a workflow 10 cool 2010 features 10 things Microsoft didn't explain in SPD
- 8. 10 Basic SPDconcepts Basic SPD concepts
- 9. Workflow Terminology Approval Workflow Basic SPD concepts 1
- 10. SharePoint Terminology Basic SPDconcepts 2
- 11.
- 14. Workflow Business Process Inter - Enterprise • Press Release Enterprise • Drug Discovery • Quality Management • Treasury / Cash • Resource Planning Management Corporate • Procurement & subcontracts • Supply Chain Management • Content • Initial Public Offering • Customer Acquisition Management/Approval Department • Enrollment & Administration • Mergers and Acquisition • Order Fulfillment • ISO 9000/9001 Control • Trade Show Process • Expense Claims • Inventory Management • Safety & Regulation Control • Airline Operation • Vacation Request • Logistics • Cataloging & Distribution Maintenance • Monthly Report • Wills / Estates / • Product Engineering • Contract Risk Mitigation • News Release Incorporations • Claims Processing • Harmonized Tariff • Hiring Request (Web) • Quotation & Contract • Facilities Management Scheduling • Interview Process Costing • Bill Consolidation & Control • Federal Audit Control • Hiring/Intake Process • Exploration & Appraisal • Succession Planning • Cataloging & Distribution • “On-Exit” Process • Check Request Approval • Advertising Collection • Helpdesk Process • Real Estate Buy/Sell & Control • Financial Planning • Collections • Proposal/Sales • Internal Audit Process • Purchase Orders • Contract Approval • Pharmaceutical Trial • Localization / Globalization Basic SPD concepts 3
- 15. Excitement of thefirst day at a new job Informal Process Informal Results Here is your new desk.
- 16. Excitement of yourfirst day on the job Formal Process Formal Results Here is a new desk. Basic SPD concepts 4
- 17. Types of SharePointWorkflow Out of the box Browser based SharePoint Designer Replacement to FrontPage Can handle more complex workflows K2 – No code solutions Custom development Basic SPD concepts 5
- 18. SharePoint Designer •Designer is free • For the workflow” .Net Frame work to be installed • www.Microsoft.com/ downloads • Ribbon Interface • Similar to the Outlook rules engine • It’s very difficult crash a server with SPD Basic SPD concepts 6
- 19. Workflow Types Listworkflows Collect Feedback Collect Signatures Publishing Site workflows Must have view Web Analysts Data permissions to start these Schedule Web Analytics Alerts Schedule Web Analytics Reports Basic SPD concepts 7
- 20. Security Access to the site Saved the workflow runs on saved ID Basic SPD concepts 8
- 21. Features Steps Actions Conditions Basic SPD concepts 9
- 22. SPD Real Estate Other new features Basic SPD concepts 10
- 23. 10 steps tobuild a workflow Workflow steps
- 24. 10 steps tobuild a workflow Deploying a workflow Site workflow Using Visio to map a workflow Importing a workflow from Visio Workflow steps 1 10
- 25. 10 steps tobuild a workflow Deploying a workflow and demo Workflow steps 1
- 26. 10 things to know before you start a workflow Start a workflow
- 27. Requirements gathering process Not a one shoot deal 1st meeting questions Workflow Name How it starts, ends, milestones What is being approved? Excel doc? submitted form?, PDF? Number of approval steps Number of approvers (people) in the process Number of submitters Is there status reports/views required? Start a workflow 1
- 28. Roles Shouldbe someone engaged in the business Not the Exchange administrator Different perspectives Start a workflow 2
- 29. Pay attention tothe process TEST Start a workflow 3
- 30. First impressions Start aworkflow 4
- 31. Release process Workflows should not be a haphazard undertaking There’s no such thing as a simple workflow Start a workflow 5
- 32. Got the righttool? SharePoint Designer is not for business users, power user experience. The transition from SharePoint Designer to Visual Studio is a large leap. Start a workflow 6
- 33. Decisions need tobe made Start a workflow 7
- 34. Why do workflowsfail? It adds no value to peoples day job People don’t change their ways Someone doesn’t take ownership of the process There isn’t agreement in the process People are using it for the wrong ways There’s a BIG bang approach Basic SPD concepts 8
- 35. Keep IT inthe loop Basic SPD concepts 9
- 36. Does this processexist somewhere else? Start a workflow 10
- 37. 10 cool 2010features Cool features
- 38. 10 cool 2010features Reusable workflows Creating Association Columns Imitation and Association forms Cool features 1 10
- 39. 10 things Microsoft didn't explain in SPD Cool features
- 40. 10 things Microsoft didn't explain in SPD Limits
- 41. A simple workflow… START START $$ > 2K False < 2K True 8K > Low Approval $$ < 8K (Serial) Low Medium High Approval False Approval True Approval Declined Approved Medium Approval High Approval Clean up Update List Declined Approved Declined Approved Declined Approved Clean up Clean up Update List Update List … can become quite complicated Limits 1
- 42. > Conditions limitedto “True” or “False” > Approval limited to “Approved” or “Declined” > Duplication of business logic >> Maintenance nightmare > Processes not representing the business problem Reporting no longer accurate >> > Manual creation of workflow user interfaces >> Expensive!! START Limited to “True” or “False” Limited to “Approved” or “Declined” $$ > 2K False True Low Approval $$ < 8K False True Declined Approved Medium Approval High Approval Clean up Update List Declined Approved Declined Approved What you don’t want Duplication of business logic Clean up Update List Clean up Update List Limits 2
- 43. SharePoint Designer Pitfalls Onceyou have chosen the list, it’s difficult to change it Workflows are front end activity Work within sites Bound to site collections Can not copy and paste between steps Nested conditionals Space characters – e.g. space in URL Limits 3 10
- 44.
- 45. Assemble workflows that solve business problems
- 46. MANAGE AND MONITORPROCESSES THROUGHOUT THEIR LIFECYCLES ht t p: / / w w w . k 2 . c om
- 47. Summarize 10 Basic SPD concepts 10 steps to build a workflow 10 things to know before you start a workflow 10 cool 2010 features 10 things Microsoft didn't explain in SPD
- 48. Giveaways 20% discount codeon this book and others from this publisher $200.00 discount code for their training
- 49.
- 50. Questions? e-Peterward@wardpeter.com b-www.wardpeter.com p- 862 220 6080 Microsoft confidential internal use only Be part of the experience
Editor's Notes
- #2 The Hands on Labs are new and are turning out to be quite popularEach monthly meeting covers a Power User intro-level topic and either a Developer or Admin advanced topicThe schedule is available on our website.
- #16 The HR on-boarding process is often a less frequent and often informal process that is almost always some else's job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.
- #17 The HR on-boarding process is often a less frequent and often informal process that is almost always some else's job.Often times getting new hire process is a last minute attempt a few days before someone new arrives and the process often needs more time to make this successful.Think about the experience of arriving at a new job and no one thought about what was needed for you to get started. How does this make you feel?Maybe the best on boarding experience was in the first grade. You had a pencil, paper and a desk.. First day of school of first grade happened once per year but it needed to prepared for… did the first grade teacher have a process to welcome the new students? Think about all the processes in a business that don’t always go as designed.