Microsoft SharePoint and Workflow - SharePoint Saturday Sacramento

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Transcript of Microsoft SharePoint and Workflow - SharePoint Saturday Sacramento

  • 1. May 19, 2011
    WF 101SharePoint 2010 and Workflow
    Roy Higgs
    Technical specialist
    royh@k2.com

2.

  • K2 is a platform for automating process-driven applications

3. Founded in 1997 -300+ employees 4. Global presence; headquartered in Redmond, Washington 5. 2,500+ customers worldwide, including 15 percent of the Fortune 100 6. Customers in more than 54 countries, over 1 Million Users 7. Deep Microsoft Partnership as a Global Independent Software Vendor (ISV)WHO IS K2?
8. Workflow Overview
Build a Workflow - Demo
Agenda
9. Defining terms
Business Process - A set of one or more linkedprocedures or activities which collectively realize an objective or policy goal in the context of an organizational structure defining functional roles and relationships.
Workflow- The automation of a business process, in whole or part, during which documents, information or tasks are passed from one participant to another for action, according to a set of procedural rules.
Business Process Management (BPM) The practice of developing, running, performance measuring, and simulatingBusiness Processes to effect the continued improvement of those processes.Business Process Management is concerned with the lifecycle of the Process Definition.
10. 90%
4.04
88%
3.92
88%
3.60
80%
78%
3.24
76%
3.12
66%
3.04
62%
Why bpm / why workflow
Expected Benefits
Reasons Why
What are the main reasons your organization is using, or plans to use, workflow, business process management, document management or content management technology?
What do you see as the key benefits of workflow, document management and content management technology?
Productivity
improvements
Better customer
service
Improves knowledge
sharing
Greater accuracy
Cost savings
Improved
management control
Enhanced team working
Helps with legal
compliance issues
To improve service
To introduce greater efficiencies
or improved productivity
To reduce operational costs
To improve organizational agility
To improve the visibility of
Processes
To meet regulatory requirements
or legal compliance issues
2.0 2.5 3.0 3.5 4.0 4.5 5.0
0%20%40%60%80%100%
On a scale of 1 to 5, where 1 = "not important" and 5 = "very important"
Percentage of respondents
Note: respondents could choose more than one option
Source: PMP Research
11. PRESCRIPTIVE
Submitter
Document routing
Approvals
Simple forms
Review and Approvals
Rework
Solutions

  • Document Approval

12. Time Sheets 13. Expense ReportsNotification
14. PRESCRIPTIVE
Submitter
Solutions
Document routing
Approvals
Simple forms
Business application
Complex routing
Dynamic logic
External data sources
Integrated reporting

  • Policy & Compliance Review

15. Help Desk 16. Customer OnboardingReview and Approvals
Rework
Notification
17. PRESCRIPTIVE
ASSISTIVE
Submitter
Document routing
Approvals
Simple forms
Business application
Complex routing
Dynamic logic
External data sources
Integrated reporting
Core processes
Non-linear process
Visibility by stage
Performance metrics
Adhoc
Audit
Checklists
Review and Approvals
Rework
Notification
18. Workflow solution complexity
Highest Adoption
Capabilities & Complexity
SPD Workflows
OOB Workflows
WF Workflows
Documents
Lists
Sites
Records
List Forms (InfoPath)
BCS
InfoPath
ASP.NET
Web Services & WCF
General DAL
Reporting & BI
Search
Publishing
.NET Development
Effort
SharePoint Users
Power Users
Developers/Admins
Developers
19. Solution Technology Selection

  • Resourcing

20. System Support 21. Development Support 22. BA Support 23. Internal / Contractor 24. Project Plan 25. Costing 26. General Constraints 27. BusinessBuy in 28. Source Accessibility 29. Unstructured (Documents) 30. SharePoint Usage 31. Number of Sources 32. Available API 33. New Sources 34. Source Owners 35. Archiving 36. Data Dependencies 37. Number of Fields 38. Number of records 39. SharePoint UsageRequirements

  • Rules

40. Users 41. Notifications 42. SLA / Escalations 43. Page Flow 44. Form Validation 45. External Lookups 46. Data Density 47. LoggingDashboards 48. Data Sources KPIs 49. Realtimevs ScheduledEffort
Process
Data Sources
Reporting
Forms
Requirements
50. Microsoft SharePoint 2010 & Workflow
Sites
Workflow

  • InfoPath Form Services

51. Business Connectivity Services 52. External Lists 53. OOB Workflows 54. Visio Premium 55. SharePoint Designer 56. Visual Studio 57. API Enhancements 58. REST/ATOM/RSSCommunities
Composites
Content
Insights
Search
59. Reusable Workflows
Not bound to a single list or content type
Portable across environments e.g. from dev to production
Ultimately owned by a content type but can be associated with All content types
Should be the most common type of workflow created going forward
Site Workflows
Associated with site as owning container
Can run on any item with a site e.g. the site itself, one or more lists, one or more list items
Typically a specific solution to a niche problem where a reusable workflow cant be used
List Workflows
What we had in SharePoint 2007
Attached to a single list
Not portable
Generally should not be used anymore
Types of workflows
60. High-privilege workflows
61. List Events
List is being Added/Deleted
List was Added/Deleted
Workflow Events
Workflow is Starting
Workflow was Started/Postponed/Completed
Web Events
Site is being Provisioned/was Provisioned
List Email
List received an email message
New SharePoint events
62. New actions
63. New conditions
64. SharePoint 2010 is based on the .NET Framework version 3.5
Thus, all workflows in SharePoint 2010 are not Workflow Foundation 4.0 Workflows
Actions exposed to users is still Yes/No within non-developer designers
Workflow history still maintained within lists that have an inherent shelf-life
Whats not new
65. New SharePoint Workflow stencil-set for Visio Premium
Visio 2010 as a workflow designer
66. Caveats
10 Nested Ifs
Uses new SPD Stencils and requires Visio 2010 Premium
No recursion (back to parent or re-work steps)
Only outcomes are Yes or No
Visio 2010 as a workflow designer
67. Visualization of workflow status via Visio Services
Visio services as workflow visualization
68. From Visio, migrate into SharePoint Designer 2010 as a reusable workflow
Once deployed, it can be saved to a template
The template can then be imported into Visual Studio 2010 and modified
Visio 2010 process deployment
Deploy
Package
Save to File System
Create New ProjectImport WSP
File system
WSP
Visio
VWI
69. QUESTIONS?