Sharepoint 2007

1. Sharepoint 2007 Workflow Solutions for Business Users and Knowledge Workers Brendan Giles , PMP, MCP November 30th, 2010

2. Overview • Workflows Out-of-the-box • Windows Sharepoint Services 3.0 • Microsoft Office Sharepoint Server 2007 • Custom Workflow Creation • Internet Explorer • Microsoft Office Sharepoint Designer • Events, Actions, Conditions and Steps • Microsoft Visual Studio • Questions and Wrap-up

3. MPUG? Sharepoint is a large component of Microsoft Enterprise Project Management solutions. Project Managers rely on Sharepoint workflows with Sharepoint Project Workspaces as part of their document approval process. Microsoft Office Project Web Access 2007 is a Sharepoint web site with workflow capabilities. Workflows are run against documents or list items within Sharepoint lists and libraries.

4. Workflows Out-of-the-Box • Windows Sharepoint Services 3.0 (WSS) • Three State Workflow • Microsoft Office Sharepoint Server 2007 (MOSS) • Approval • Collect Feedback • Collect Signatures • Disposition Approval • Group Approval (Some Languages) • Translation Management (Language based)

5. Workflows Out-of-the-BoxThree State Workflow • Easily Created in a Web Browser • Simple 3 state process • Pending • Approved • Rejected • Common usage • Simple Document Review Process • Software development process

6. Three State Workflow

7. Three State Workflow

8. Three State Workflow

9. Workflows Out-of-the-BoxApproval • Routing of an item for approval • Individuals • Groups • Tasks created in a special task list • Serial or Parallel Approval Tasks • e-mail notifications sent • Workflow history kept • Approve, reject or request changes • Disposition notice to workflow initiator at completion

10. Approval Workflow

11. Approval Workflow

12. Workflows Out-of-the-BoxCollect Feedback • Assign Multiple Tasks to Multiple Recipients • Run Serially or in Parallel • Terminate when all or one recipient responds • Can set expiration dates

13. Collect Feedback

14. Collect Feedback

15. Collect Feedback

16. Workflows Out-of-the-BoxCollect Signatures • Route Documents for digital signature • Works with Word 2007 documents or Excel 2007 spreadsheets with digital signature lines

17. Collect Signatures

18. Workflows Out-of-the-BoxCollect Signatures • Route Documents for digital signature • Works with Word 2007 documents or Excel 2007 spreadsheets with digital signature lines

19. Workflows Out-of-the-BoxDisposition Approval • Allows for expiration of content using information management policies • User invokes an information management policy on a document and then can kick off a disposition workflow • Owner can then delete or archive the document.

20. Disposition Approval

21. Custom WorkflowBrowser • Allows for expiration of content using information management policies • User invokes an information management policy on a document and then can kick off a disposition workflow

22. Custom WorkflowMicrosoft Office Sharepoint Designer • Choose from a series of actions and events

23. Custom WorkflowMicrosoft Office Sharepoint Designer • A wizard style logic builder

24. Custom WorkflowMicrosoft Office Sharepoint Designer • Access to all Sharepoint Site Lists and Libraries

25. Custom WorkflowMicrosoft Office Sharepoint Designer A demonstration

27. Custom WorkflowMicrosoft Office Sharepoint Designer • Examples at : http://office.microsoft.com/en-us/sharepoint-designer-help/CH010066766.aspx

28. Custom WorkflowVisual Studio • Deploy workflow templates

29. Questions and Answers