VWF313: Designing and Building Workflow Solutions for SharePoint 2007

1. VWF313: Designing and BuildingWorkflow Solutions for SharePoint 2007 Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

2. 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

3. 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

4. Agenda • 5 Options for SharePoint Workflows • The business processes we will model • Describe the design, develop, debug & deploy steps • Demos: • Implementing Extensible “canned” Workflows in SPS 2007 & Office 2007 • Designing & Implementing Extensible Workflows for SPS 2007 in SharePoint Designer • Building, Implementing and deploying workflows for SharePoint & Office 2007 in VS.NET 2005 (and VS2008) • Building SharePoint Workflows with K2

5. Using WF in SharePoint 2007 & 2007 Office System Tim Huckaby CEO – InterKnowlogy Microsoft Regional Director Microsoft MVP – .NET

6. 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

7. Workflow Scenarios LOB Integration Microsoft Visual Studio and workflow SDK Purchase Order Processing Product lifecycle management Custom Tracking Apps Service Requests Asset Tracking Office SharePoint Designer workflows Structured Ad Hoc Custom Form Actions Email Notification Exception Handling Document Processes Spec Review Weekly Status Report Out-of-the-BoxSolutions(withcustomization) Application Task and Issue Tracking Routing & Approval Review Approval Signature collection East Asian workflow Office Server Features List Moderation Publishing Process Document Expiration

8. Using SharePoint Designer to Build Custom Workflows Tim Huckaby CEO – InterKnowlogy Microsoft Regional Director Microsoft MVP – .NET

9. VS.NET SPS WF Development Steps • Model workflow in Microsoft Visual Studio • Create and bind Microsoft Office InfoPath forms • Deploy to Microsoft Office SharePoint Server • Debug the running workflow (if necessary)

10. 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

11. Create and Bind InfoPath FormsTypes 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

12. Create and Bind InfoPath FormsInfoPath forms are used in these places

13. Hosting Environment InfoPath Form Templates Create and Bind InfoPath FormsSharePoint hosts the InfoPath form

14. Hosting Environment InfoPath Form Templates Create and Bind InfoPath FormsData from SharePoint is passed in SharePoint object _________ _________ _________

15. Hosting Environment InfoPath Form Templates Create and Bind InfoPath FormsSubmit the form, saves data to SharePoint SharePoint object _________ _________ _________

16. Hosting Environment InfoPath Form Templates Create and Bind InfoPath FormsSharePoint starts the workflow SharePoint object _________ _________ _________ SharePoint -> Task/WF Host

17. Task data as xml Create and Bind InfoPath FormsPushing data from WF task into InfoPath • SharePoint Task • instructions =“Please do this.” <z:row xmlns:z=“#RowSetSchema” ows_MetaInfo_instructions=“”/> InfoPath Task Form

18. Deploy to SharePoint Server • Generate Metadata files • Feature.XML • Workflow.XML • Install/activate the “feature” • IISReset • Associate workflow to the list/library

19. 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

20. Workflows built in VS.NET Tim Huckaby CEO – InterKnowlogy Microsoft Regional Director Microsoft MVP – .NET

21. Extending SharePoint Workflow with K2 Blackpearl

22. K2 Workflows Tim Huckaby CEO – InterKnowlogy Microsoft Regional Director Microsoft MVP – .NET

27. 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

28. 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)

29. Tim Huckaby, InterKnowlogy • More info on InterKnowlogy: • www.InterKnowlogy.com • Contact me: Tim Huckaby • E-mail: TimHuck@InterKnowlogy.comor 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

31. Resources

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