SharePoint 2013 Workflows Architecture

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Presented by Srini Sistla @srinisistla SharePoint 2013 Workflows Architecture

description

SharePoint 2013 Workflows Architecture. Presented by Srini Sistla @srinisistla. t hank you. MICROSOFT MANIACS USER GROUP SPONSOR(S) AUDIENCE. a bout me. AUTHOR Pro SharePoint 2013 Business Intelligence ( Apress ) Pro SharePoint 2010 Business Intelligence ( Apress ) - PowerPoint PPT Presentation

Transcript of SharePoint 2013 Workflows Architecture

Page 1: SharePoint 2013 Workflows Architecture

Presented bySrini Sistla@srinisistla

SharePoint 2013Workflows Architecture

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thank you

MICROSOFT MANIACS USER GROUP SPONSOR(S) AUDIENCE

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about me

AUTHOR Pro SharePoint 2013 Business Intelligence (Apress) Pro SharePoint 2010 Business Intelligence (Apress) Pro SharePoint Migration (Apress) SharePoint 2013 Development Machine ** (Self Published)

SPEAKER INETA, SharePoint Saturday, CAPAREA.NET, SUGDC

BLOGGER SHAREPOINT 2010 ARCHITECT / CONSULTANT / SME

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agenda

ARCHITECTURE DETAILS YOUR DEVELOPMENT MACHINE FOR

WORKFLOWS DEMO

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comparison

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2010 vs. 2013 SharePoint 2010 hosted the

Workflow Foundation (WF) workflow runtime Tightly coupled workflow to

SharePoint 2010 Workflow data kept in SharePoint

content databases Challenges:

Designed for on-premise deployments (scale)

In SharePoint, extending WF meant you had to be a box admin

Analytics on current/previous workflow instances hard to acquire

Executed in the context of SharePoint as super user

Workflow now treated as a service in SharePoint 2013

Moved to Windows Azure Workflow No longer runs in the content farm No longer runs on SharePoint WFE

/ App servers Harnesses the latest workflow

technology from Microsoft Windows Azure Workflow

available for on-prem deployments

Improves stability, scalability & transparency

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architecture

SharingContentEvents People

Visu

al S

tudi

o

Shar

ePoi

nt D

esig

ner

SharePoint2010 WF

_API (REST OM)

Workflow Services Manager

Service BusInstances Interop

Deployment Messaging

WF Service Application Proxy

Workflow Manager

OAuth

Access Control

Wor

kflow

Clie

nt

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SharePoint 2013 and Workflow Service

SharingContentEvents People

Visu

al S

tudi

o

Shar

ePoi

nt D

esig

ner

SharePoint2010 WF

_API (REST OM)

Workflow Services Manager

Service BusInstances Interop

Deployment Messaging

WF Service Application Proxy

Workflow Manager

OAuth

Access Control

Wor

kflow

Clie

nt

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architecture

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Enhanced parallel blocks

Do “App-Level” operations with App Step

Rapid design with the Visual and Text-Based Designers

Stages! Looping! Enhanced portability & packaging through WSP and VSDX files

Support classic 2010 workflow type and interoperability

Leverage web services(HTTP/REST)

Complex data types with ‘Dictionary’ variables

Full integration with Project Server workflows

Copy & Paste in the Text-Based Designer

New “Assign A Task” & “Start a Task Process” actions

IMPROVEMENTS

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Enhanced parallel blocks

Do “App-Level” operations with App Step

Leverage web services(HTTP/REST)

Copy & Paste in the Text-Based Designer

Stages!

Rapid design with the Visual and Text-Based Designers

Complex data types with ‘Dictionary’ variables

Looping!

New “Assign A Task” & “Start a Task Process” actions

Enhanced portability & packaging through WSP and VSDX files

Support classic 2010 workflow type and interoperability

Full integration with Project Server workflows

IMPROVEMENTS

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IMPROVEMENTS

New “Assign A Task” & “Start a Task Process” actions

Enhanced portability & packaging through WSP and VSDX files

Support classic 2010 workflow type and interoperability

Do “App-Level” operations with App Step

Enhanced parallel blocks

Full integration with Project Server workflows

NEARLY 50 NEW/IMPROVED FEATURES AND ACTIONS THIS RELEASE!!!!

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IMPROVEMENTS

Introducing “Stages” Provides support for repeating & skipping workflow steps

Declarative workflows have loops Loop # times / with condition / with expression

Declarative workflows can call REST/SOAP services SharePoint 2010 required developers when:

Call SharePoint API Connect & query databases Consume feeds (ATOM / REST) Call Web Services / REST

SharePoint 2013 enables workflow authors to do all this declaratively

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Workflows in designer

Improved visual designer Integrated the Visio designer into SharePoint Can switch between visual designer & sentence-style Editable properties helper

Stages & Loops Calling REST Web Services Designer supports cut / copy / paste / undo / redo / select-all Improved email editor (rich formatting) Each stage has an entry point & gate

Gate: conditional transition point where workflow exits Underlying core in WF4 flow step in a flowchart Can contain multiple steps Mitigates SharePoint Designer loop limitations

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Workflows in visual studio

Can create WF 3.5 or WF 4 workflows For WF 4, Azure Workflow required For WF 3.5, see Workflow Interop Bridge…

Focus is around declarative workflows Push custom code logic to Web services

Programmatic workflows still possible, but only in Windows Azure Workflow

Workflow tools: SharePoint Designer & Visual Studio

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Designer vs visual studio

SharePoint Designer Visual Studio

Reusability Create reusable WF Create WF templates

Include in SP App

Custom Code

Custom Actions Consume, not create Yes; underlying activities

Visio Integration

Debugging

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Interop bridge

Enables SharePoint 2010 workflows to work in 2013 Execution engine hosted in SharePoint 2013 Interop bridge:

Negotiates between two execution engines (SP2010 & SP2013) Delegates SP2010 workflows to SharePoint from WAWS

Invoke SP2010 workflow action from WAWS with InvokeSharePointWorkflow action

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INTEROP BRIDGE

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Assign Task

Workflow BackendSharePoint

Tasks

Instances

Persist

_API GET1

POST2

POST3Reserve Task

Id

Create Task

Lookup User

GET /…/web/siteuserinfolist/items?$filter=id eq {0}

SiteUser

s

POST /…/web/lists(guid'{0}')/reservelistitemidPOST /…/web/lists(guid'{0}')/items

• REST/OData message format• Retry on failure• Repeatable (idempotent) Create, Read, Update and

Delete• Merge update with conflict resolution (HTTP ETag)

Service Bus

Processing

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Assign Task (cont)

Workflow BackendSharePoint

Tasks

Instances

Receive & Persist

_APIRegister Interest

SiteUser

s

Workflow Frontend

Wait For Notification

Service Bus

Messages

Processing

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Collocated Topology

Database

Farm Node

WF ManagerSharePoint

Farm Node

WF ManagerSharePoint

Farm Node

WF ManagerSharePoint

load balancer

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SP Farm 1

Workflow Cluster

SP Farm 2 load balancer

Workflow Client

Workflow Client

• Each SP farm targets a different Workflow Manager scope

• Independent security realms

Federated Topology

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Configure

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Configure

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Configure

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Configure

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Configure

Register-SPWorkflowService –SPSite “http://sp/sites/awfs”

–WorkflowHostUri “http://sp:12291” –AllowOAuthHttp

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demohow-to?

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business requirementA very famous actor, and producer wants to direct movie. He wants to engage, collaborate and send information to his cast and crew in timely fashion. His tech Manager delivers views in Visio diagram. Requirements at high level are –

1. Need a very quick solution2. Find the actor information from local first and additional information from

IMDB 3. Send financial information to the producer4. Monitor if the finance statement is approved5. Send daily schedule and notes to the actors6. Learn if the actors have any schedule conflicts or questions on the notes

and are reviewed and approved7. Maintain all the notes and finance statements in one website and invite the

producer, actors and crew to collaborate on the overall progress .8. Use the provided Visio if possible to build the workflow

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actors

LeoActor, Producer

SP Role: Designer, Visio

Expert

AnnActress, Producer

SP Role: Content Owner, Reviewer

JennyActress

SP Role: Content Owner,

Approver

WillActor, Director

SP Role: Site Owner, Approver

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Solution Leverage SharePoint 2013 out of the box features as much as

possible for Quick and Rapid App Development and delivery

Use SharePoint Designer 2013 workflows and in specific HTTP/REST Web Services

Use Dictionary Variables Assign A Task Stages

Demonstrate on the list what stage of the workflow currently the status is in Use new Email features

Use the provided Visio diagram

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Migrating from 2010 to 2013 2013 is based on new architecture – Workflow Manager Runs on Workflow Foundation 4 Declarative and is in XAML Format

2010 workflows run as-is on 2013 platform Recreate them if you need to use them Use workflow interop – allows 2010 workflows to run within

2013.

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questions, thank you and my contact

@srinisistlahttp://blog.srinisistla.com

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USEFUL DOWNLOADS / links

SharePoint Designer 2013 – http://www.microsoft.com/en-us/download/details.aspx?id=35491

What's new in WF in 2013 – http://technet.microsoft.com/en-us/library/jj219638.aspx

Getting Started - http://technet.microsoft.com/en-us/library/jj227177.aspx

Develop using VS 2012 - http://technet.microsoft.com/en-us/library/jj163199.aspx

Setup configure WF Manger - http://technet.microsoft.com/en-us/library/jj163276.aspx

Workflow Manager 1.0 - http://technet.microsoft.com/en-us/library/jj193528.aspx