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COL 202: Workflow in Microsoft SharePoint Products and Technologies 2007

COL 202: Workflow in Microsoft SharePoint Products and Technologies 2007. Michael O’Donovan Technical Solution Profession - SharePoint Microsoft. Agenda. Workflow in the 2007 Office System Out of the Box Workflows Custom Workflow with SharePoint Designer

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COL 202: Workflow in Microsoft SharePoint Products and Technologies 2007

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  1. COL 202: Workflow in Microsoft SharePoint Products and Technologies 2007 Michael O’Donovan Technical Solution Profession - SharePoint Microsoft

  2. Agenda • Workflow in the 2007 Office System • Out of the Box Workflows • Custom Workflow with SharePoint Designer • Custom Workflow with Visual Studio .NET • Workflow Administration

  3. Workflow in Office 2007 • Provide document-centric workflow as an integrated part of the Office experience • Empower information workers with common workflow solutions and activities out of the box • Empower organizations to build sophisticated workflow using the full functionality of the broader platform Outlook: Receive notifications and tasks SharePoint: Start/participate, customize, and track workflows SharePoint Designer: Create and customize workflows Word, PowerPoint, Excel, InfoPath: Start/participate in SharePoint workflow

  4. Out-of-the-Box Workflows

  5. Demo Out of the box workflows

  6. Windows Workflow Foundation (WF) • The programming model, engine and tools for building workflow-enabled applications on the Windows platform • Part of the .NET 3.0 Framework • Set of classes that form a workflow engine • New visual designer for Microsoft Visual Studio .NET 2005

  7. Workflow Hosting with WSS 3.0 Custom Apps Browser Office Clients WSS Worker Process • WSS Workflow Object Model WSS-created component • SharePoint Activity Library Windows Workflow Foundation • Base Activity Library Runtime Engine: provides intrinsic behaviors to activities Scheduler Rules Tracking Runtime Services: custom WSS implementations WSS Content Databases Transactions Persistence Notifications Roles Tracking Messaging

  8. Form 1 Form 2 Form 3 Form 2 Form 1 SharePoint Workflow Architecture • Workflows are run on list items and documents • Workflow templates defined by XML include assemblies and forms • Workflow templates associated with list, library or content type • One item can have one workflow instance of one association Workflow Template Collection Workflow Assembly Workflow A Content Type Farm-level Workflow Association Table Workflow Assembly Workflow B List Workflow Assembly Document Library Workflow C

  9. Microsoft SharePoint Designer

  10. Rule-Based “No Code” Workflows • Workflows are composed of pre-existing building blocks and conditional logic • Based on Events, Conditions, and Actions • Described by XOML files in Web site • Triggered by initiation form or list events • Supports rich data binding to list items • Extensible via custom actions, conditions

  11. Demo SharePoint Designer Workflow

  12. SPD Workflow FAQ • Does it detect circular workflows? • How do I debug SPD workflows? • Can I modify the built-in workflows? • Can I report across Site Collections? • Can I deploy SPD workflows from staging to production? • How well does SharePoint workflow scale? • What context does the workflow run under? • How do I set item level permissions? • Can I write my own “place your favorite WF service here (tracking, persistence, etc)” in SharePoint?

  13. What about Visual Studio .NET? • Custom Activities for SharePoint Designer • Workflow Template to be used anywhere in a site collection • 1. install the WF Extensions for Visual Studio • 2. install either the WSS SDK or the MOSS SDK • 3. start creating SharePoint Workflow projects • 4. deploy as feature • Optional: Custom Forms can be InfoPath Forms

  14. Workflow in Visual Studio .NET 2005

  15. Workflow Administration • Workflows are implemented as SharePoint Features • Workflows are enabled at a Site Collection level • But not SPD workflows • At an individual list level, you can turn on and off workflows • Central Admin permits custom workflows and external participants • Workflows that are modified while there are instances active will continue with the old version but new instances will use the new version

  16. History Tracking and Reporting • At a Site Collection level, you can view all associations and instances • Status page for each workflow instance which includes history tracking • Reports for the workflow on the status page or accessible from the list settings workflow page • History tracking is not the same as auditing and is not a security feature

  17. Demo Workflow Admin & Reporting

  18. Call to Action • Complete Evaluations!!

  19. Q&A

  20. Thank you http://www.microsoft.com/southafrica/ucs/2007

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