SharePoint 2013 Workflow from K2

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    14-Dec-2014
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- Workflow and SharePoint Through the Years - SharePoint Workflow Today - SharePoint 2013 Workflow Architecture - Workflow Manager - Design Tools with SharePoint 2013 - SharePoint 2013 Designer - SharePoint 2013 & Visio 2013 - SharePoint 2013 & Visual Studio 2012 - SharePoint 2013 Workflow Demonstration(s)

Transcript of SharePoint 2013 Workflow from K2

  • 1. WHAT YOU NEED TO KNOW ABOUT WORKFLOW IN SHAREPOINT 2013 PRESENTED BY: STEVE BOLDT steven@k2.com K2.COM
  • 2. AGENDA Workflow and SharePoint Through the Years SharePoint Workflow Today SharePoint 2013 Workflow Architecture Workflow Manager Design Tools with SharePoint 2013 SharePoint 2013 Designer SharePoint 2013 & Visio 2013 SharePoint 2013 & Visual Studio 2012 SharePoint 2013 Workflow Demonstration(s) Q & A K2.COM
  • 3. SHAREPOINT WORKFLOW THROUGH THE YEARS SharePoint 2007 / WSS 3 K2.COM
  • 4. SHAREPOINT WORKFLOW THROUGH THE YEARS K2.COM
  • 5. SHAREPOINT WORKFLOW THROUGH THE YEARS Out of box Microsoft built and is hosting some common workflows that ship with SharePoint, these workflows are easily configured and usable upon installation of MOSS attach a template to a list/library and go! Partially Customized Utilizing a combination of Visio/SharePoint Designer to implement SharePoint actions/conditions to build rules-based, non-code process Fully Customized Build it all from scratch in Visual Studio; have to manage security, reporting, deployment K2.COM
  • 6. SHAREPOINT WORKFLOW THROUGH THE YEARS K2.COM
  • 7. SHAREPOINT WORKFLOW THROUGH THE YEARS Conditions: With Specifics words in the title or other fields Modified (either in a specific time window or by a person) Created by or in a specific time frame File type File size ADVANCED Condition K2.COM
  • 8. SHAREPOINT WORKFLOW THROUGH THE YEARS Actions: Create task Update task Delete task Send email Prompt for values Change Item Status K2.COM
  • 9. SHAREPOINT WORKFLOW TODAY Workflow moved to Workflow Manager (WM) Does not run in SharePoint anymore WM is built on WF 4 WF 4 is part of Microsoft .Net 4.5 K2.COM
  • 10. SHAREPOINT WORKFLOW TODAY Workflow moved to Workflow Manager (formerly Azure Workflow Services) Does not run in SharePoint anymore WM is built on WF 4 WF 4 is part of Microsoft .NET 4.5 K2.COM
  • 11. SHAREPOINT 2013 WORKFLOW AT A GLANCE 2 Distinct workflow platforms: 2010 and 2013 Complete redesigned workflow infrastructure with Workflow Manager 1.0 (WM) Design Tool Enhancements Call Web Services Fully Declarative, no more code Visual Designer (with SP Designer) K2.COM
  • 12. WORKFLOW AND SHAREPOINT 2013 Installs OTB K2.COM Requires Workflow Manager
  • 13. WORKFLOW AND SHAREPOINT 2013 Installs OTB K2.COM Requires Workflow Manager
  • 14. SHAREPOINT 2013 WORKFLOW DEPLOYMENT LOCATIONS On-Premise Deployment: WM can be installed on the WFE or separate server Must be connected to the SharePoint 2013 farm Cannot be on a Domain Controller SharePoint Online / Office 365 (Off-Premise) Deployment: No Deployment necessary, already installed No configuration necessary K2.COM
  • 15. KEY ARCHITECTURE CHANGES IN 2013 Powered by Windows Workflow Foundation 4 (WF) SharePoint 2013 workflow is now executed in the Workflow Manager Client 1.0 server Communicates with SharePoint using Azure service bus using common protocols (I.E HTTP) Based on .NET framework 4.5 Enhanced connectivity to enable cloud-based execution of workflows. SharePoint Events are routed to WM and returned via REST API K2.COM
  • 16. SHAREPOINT WORKFLOW TODAY SharePoint 2013 Workflow Architecture K2.COM
  • 17. WORKFLOW MANAGER WHAT IS WORKFLOW MANAGER? New host which introduces new capabilities for authoring, hosting and managing workflows. Also hosts the execution processes for workflow instances. Key Points: High Density & Multi-tenancy Elastic Scale Activity / Workflow Artifact Management Tracking and Monitoring Instance Management Fully Declarative Authoring (no code) REST and Service Bus Messaging capable Interop into SP 2010 Processes K2.COM
  • 18. INTEROP BRIDGE Allows for calling of 2010 workflows (List/Site) from SharePoint 2013 (Via new Coordination Actions) Is put in place for backwards compatibility between SharePoint 2013 and SharePoint 2010 workflow engines WM will delegate workflows or portions of workflows to the 2010 Interop engine and provide Synch/Asynch mode available K2.COM
  • 19. SHAREPOINT WORKFLOWS TYPES Same as provided in 2010, which include: Site Workflows Not associated to a List or Content Type As a result, not all Actions are available Can only be started manually or via code K2.COM Reusable & Global Reusable Associated with a Content Type and not a specific list Available anywhere within a Site Collection Recommended best practice approach for SharePoint Workflow construction List Workflows Associated only to a specific List Context is the List & Columns Not portable
  • 20. OUT OF THE BOX WORKFLOWS No native 2013 workflows come out of the box. However all 2010 can be activated. Examples of SharePoint 2010 Workflow templates available to be activated: Disposition Approval Workflow Publishing Approval workflow Three state workflow K2.COM
  • 21. SHAREPOINT 2013 WORKFLOW DESIGNERS K2.COM
  • 22. IMPROVEMENTS IN SHAREPOINT DESIGNER 2013 Introducing Stages. Workflow doesnt have to be serial Provides for a state machine like experience Declarative workflows can now have loop like functionality. Loop x # of times. Loop while condition is true Workflows can now call REST/SOAP Services Improved Email editor Now supports rich formatting Designer supports Cut, Copy, Paste, Undo, Redo, Select-all Improved Visual Designer. Visio is now embedded. Can switch between visual and text-style. Can build 2010 or 2013 workflows K2.COM
  • 23. SHAREPOINT 2013 WORKFLOW BUILDING BLOCKS Stage - Stage Step - Gates Action Action Condition K2.COM - Step - Loop - Action - Condition
  • 24. STAGES AND GATES Stage Gate K2.COM
  • 25. SHAREPOINT 2013 WORKFLOW BUILDING BLOCKS - STAGES A word about Stages: A Workflow must have at least one Stage An Start shape is required outside the Stage (but not Terminate shape) Stages cannot be nested Stages cannot be executed in parallel Only Stages can be contained at the highest level of the Workflow Steps, Actions, etc. are contained within Stages No looping across Stages K2.COM
  • 26. SHAREPOINT 2013 WORKFLOW BUILDING BLOCKS - STEPS Steps are a logical grouping of Activities that get performed as a single unit of work Caveats: S