VWF313: Designing and Building Workflow Solutions for SharePoint 2007 Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP About… • InterKnowlogy (www.InterKnowlogy.com) ● Tim Huckaby, CEO - (TimHuck@InterKnowlogy.com) ● Custom App Dev / Consulting / Software & Systems Engineering Firm headquartered in Carlsbad, CA ● Microsoft Gold Partner managed in SoCal and Redmond ● Design, Architect, Build and Deploy enterprise class applications ● Industry Experts: • 90% of the company is published • Microsoft .NET Application development for 7+ years! • Microsoft .NET Smart Client pioneers / industry leaders • Information Worker Solutions • Integration / Messaging, B2B / B2C, Wireless / Mobility • Microsoft BizTalk Web Services, Microsoft Active Directory, Security, SSO, Authorization, Authentication • Solutions on the emerging Microsoft servers • Largest Client: Microsoft Session Objectives And Key Takeaways • Session Objective: ● Office workflow development in Microsoft Visual Studio 2005/2008 ● Windows SharePoint Services V3 & 2007 Microsoft Office system workflow built on top of Windows Workflow Foundation platform ● Workflow is a powerful tool for driving customer business processes ● Microsoft Office InfoPath 2007 enables symmetric rich/reach form authoring • Key Takeaways: ● Windows Workflow Foundation is a framework for building workflow into applications ● A single workflow technology for Windows ● WF has good integration into 2007 Office system & OSS ● Solution Architecture is necessary Agenda • 5 Options for SharePoint Workflows • The business processes we will model • Describe the design, develop, debug & deploy steps • Demos: 1. Implementing Extensible “canned” Workflows in SPS 2007 & Office 2007 2. Designing & Implementing Extensible Workflows for SPS 2007 in SharePoint Designer 3. Building, Implementing and deploying workflows for SharePoint & Office 2007 in VS.NET 2005 (and VS2008) 4. Building SharePoint Workflows with K2 Using WF in SharePoint 2007 & 2007 Office System Tim Huckaby CEO – InterKnowlogy Microsoft Regional Director Microsoft MVP – .NET Windows Workflow Foundation Vision: Deliver best-in-class workflow platform & tools for Microsoft products and partner/customer ecosystem Single workflow technology for Windows ● Base for Microsoft products and ISV/customer solutions ● One technology for human and system workflow • A framework not a server product or application ● An extensible framework based on Microsoft .NET ● Ships as Part of .NET 3.0, which ships in Windows • Make workflow mainstream for .NET developers ● Strong workflow partner & solution ecosystem ● Reach mainstream application developer Workflow Scenarios LOB Structured Integration Microsoft Visual Studio Purchase Order Processing and workflow SDK Product lifecycle management Custom Tracking Apps Service Requests Asset Tracking Office SharePoint Designer workflows Custom Form Actions Document Processes Email Notification Spec Review Exception Handling Weekly Status Report Out-of-the-Box Ad Hoc Application Task and Solutions Issue Tracking Routing & Approval (with customization) Office Server Features Review List Moderation Approval Publishing Process Signature collection Document Expiration East Asian workflow Using SharePoint Designer to Build Custom Workflows Tim Huckaby CEO – InterKnowlogy Microsoft Regional Director Microsoft MVP – .NET VS.NET SPS WF Development Steps 1. Model workflow in Microsoft Visual Studio 2. Create and bind Microsoft Office InfoPath forms 3. Deploy to Microsoft Office SharePoint Server 4. Debug the running workflow (if necessary) Model & Building Workflows In Visual Studio 2005 • Prerequisites: ● Office SharePoint Server 2007 • .NET 3.0 Runtime Components ● Microsoft Visual Studio 2005 / 2008 Extensions for Windows Workflow Foundation ● Microsoft Windows Software Development Kit (SDK) Microsoft Windows Vista • Create project of type “SharePoint Sequential Workflow Library” • Create the workflow Create and Bind InfoPath Forms Types of InfoPath forms in SPS Workflows • Association form ● User adds workflow to a list ● For setting options on WF • Initiation form ● For manual workflow start ● Collects workflow parameters • Task completion form ● A user to edit a task from WF ● User edits or enters data • Modification form ● Linked off WF status page ● Can modify in-flight WF Create and Bind InfoPath Forms InfoPath forms are used in these places Create and Bind InfoPath Forms SharePoint hosts the InfoPath form Hosting Environment InfoPath Form Templates Create and Bind InfoPath Forms Data from SharePoint is passed in Hosting Environment SharePoint InfoPath Form object Templates _________ _________ _________ Create and Bind InfoPath Forms Submit the form, saves data to SharePoint Hosting Environment SharePoint InfoPath Form object Templates _________ _________ _________ Create and Bind InfoPath Forms SharePoint starts the workflow Hosting Environment SharePoint InfoPath Form object Templates _________ _________ _________ SharePoint -> Task/WF Host Create and Bind InfoPath Forms Pushing data from WF task into InfoPath SharePoint Task •instructions = Task data as xml “Please do this.” <z:row xmlns:z=“#RowSetSchema” ows_MetaInfo_instructions=“”/> InfoPath Task Form Deploy to SharePoint Server • Generate Metadata files ● Feature.XML ● Workflow.XML • Install/activate the “feature” • IISReset • Associate workflow to the list/library Debug the Running Workflow • Visual Studio running on server machine • Open the workflow in Visual Studio • Attach to all of the W3WP Processes • Start the workflow Workflows built in VS.NET Tim Huckaby CEO – InterKnowlogy Microsoft Regional Director Microsoft MVP – .NET WWW.K2.COM EXTENDING SHAREPOINT WORKFLOW WITH K2 BLACKPEARL SharePoint Workflow K2 blackpearl Data auditing Available via SharePoint metadata and document Workflow designers have the ability to specify data auditing options at design library/list versioning time. All audit information is available in the K2 Reporting environment Process auditing Available via the “Activity Duration” or “Cancellation & Available within the K2 Reporting environment in the out-of-the-box reports Error” reports found on the list or library where the provided with K2 blackpearl as well as available as data in ad-hoc, user workflow is deployed designed reports Versioning Versions of the workflow can be stored per document A new version of the process is automatically stored each time it is deployed. library or list. Options can be configured to set the Versions can be managed via the K2 Management Console which allows workflow version used for new instances as well as active rollback to any previous version of the workflow. instances. State management State information will be maintained in the document library State is managed within the K2 blackpearl server and data is available within or list that the workflow is associated with. the K2 Reporting environment. Chaining workflows Via Windows Workflow Foundation (WF) custom K2 blackpearl provides the functionality natively within the Inter-Process development. Communication event wizard. The IPC wizard provides the ability to call a sub-process synchronously or asynchronously Actions spanning Limited to the current site Support for actions across SharePoint sites, site collections, servers and farms across multiple sites Content type Not supported Fully supported association Access to originator Access to author of the library or list item, but not the user Out-of-the-box access to workflow originator information, including the information who started the workflow if different originator’s manager Escalations Via Windows Workflow Foundation (WF) custom Provided via out-of-the-box escalation wizards, including email, redirection, go development. to another step, custom code Task list Includes an “Assign a Task” activity that can be used to Tasks are available via the K2 Task List or K2 Task List web part. Task lists assign a task to a user within a MOSS task list. MOSS are specific to an individual user so users will only see tasks that they are task lists are shared among all users so users with the allowed to action. correct permissions can act on anyone’s task Host server Provided via Windows SharePoint Services. The workflow Provided via the K2 blackpearl Host server. Servers can be dedicated to engine runs in process with SharePoint and cannot be workflow transactions only and can be set up as a farm of server dedicated separated out onto a dedicated workflow server specifically to workflow processing Process Capacity Suggested limit of 15 running workflow processes per No set limitations per K2 server. SharePoint server K2 Workflows Tim Huckaby CEO – InterKnowlogy Microsoft Regional Director Microsoft MVP – .NET Call to Action • WF plugs a large hole in the platform that used to be hard because it had to be built by hand • WF provides a design time environment that makes it easy to build even the most complex workflows • The 2007 Office system and SharePoint 2007 WF integration is fantastic; consequently, integrated solutions are easy to design and build For More Information… WorkFlow on the .NET 3.0 Developer Center: http://msdn2.microsoft.com/en-us/netframework/aa663328.aspx Downloads: ● Visual Studio 2005 extensions for .NET Framework 3.0 (Windows Workflow Foundation) ● Hands-on Labs for Windows® Workflow Foundation ● Experience the 2007 Microsoft Office system ● Microsoft® Windows® Software Development Kit for Windows Vista™ and .NET Framework 3.0 Runtime Components ● Windows SharePoint Services Software Development Kit (SDK) Tim Huckaby, InterKnowlogy • More info on InterKnowlogy: ● www.InterKnowlogy.com • Contact me: Tim Huckaby ● E-mail: TimHuck@InterKnowlogy.com or v-TimHu@Microsoft.com ● Phone: 760-444-8640 ● Blog: http://blogs.InterKnowlogy.com/TimHuckaby • About Tim Huckaby ● CEO, InterKnowlogy ● Microsoft® Regional Director – Southern California ● Microsoft® .NET Partner Advisory Council Founder / Member ● Microsoft® MVP - .NET ● Microsoft® Surface Partner Advisory Council ● INETA Speaker – International .NET Users Group Association ● Windows and .NET Magazine Advisory Board Member ● .NET Developers Journal Magazine Advisory Board Member ● Author / Speaker Resources Technical Chats and Webcasts http://www.microsoft.com/communities/chats/default.mspx http://www.microsoft.com/usa/webcasts/default.asp Microsoft Learning and Certification http://www.microsoft.com/learning/default.mspx MSDN & TechNet http://microsoft.com/msdn http://microsoft.com/technet Virtual Labs http://www.microsoft.com/technet/traincert/virtuallab/rms.mspx Newsgroups http://communities2.microsoft.com/ communities/newsgroups/en-us/default.aspx Technical Community Sites http://www.microsoft.com/communities/default.mspx User Groups http://www.microsoft.com/communities/usergroups/default.mspx Your Feedback is Important Please fill out a session evaluation form and either put them in the basket near the exit or drop them off at the conference registration desk. 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