SharePoint Workflow Migration

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SharePoint Workflow Migration SP 2010 to SP 2013 in association with

description

This 60 min webinar will introduce you to all the ideas and best practices for migration of SharePoint workflows from SP2010 to SP2013. After this webinar, you will be able to plan your migration strategy for SharePoint workflows - an important component in the overall SharePoint architecture. Our SharePoint Expert Consultant will share his personal experiences of migrating workflows in SharePoint. Overview of the Webinar Topics - Personal Experiences in Workflow Migration - 5 Steps to Migrate SharePoint OOTB Workflows - 4 Keys to Migrate SharePoint Designer Workflows - 3 Challenges in Migrating SharePoint Custom Workflows - Workflow Migration using Visual Studio 2012 - Leveraging Workflow Manager in SharePoint 2013

Transcript of SharePoint Workflow Migration

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SharePoint Workflow MigrationSP 2010 to SP 2013

in association with

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About Cygnet Infotech

We are a global IT services & solutions provider.

We provide custom software development services across technologies and domains to our clients in over 23 countries.

We are ISO 9001, ISO 27001 and CMMi Level III Certified

Learn more about us at www.cygnet-infotech.com

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Today’s Webinar

SharePoint Workflow Migration SP2010 – SP2013

Presenter:

Jay Mehta

SharePoint Consultant & MCT

SharePoint Workflow Migration

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Objectives

Experiences in SharePoint Workflow Migration

5 Steps to Migrate SharePoint OOTB Workflows

4 Keys to Migrate SharePoint Designer Workflows

3 Challenges in Migrating SharePoint Custom Workflows

An approach to workflow migration using Visual Studio 2012

Leveraging Workflow Manager in SharePoint 2013

Q and A

SharePoint Workflow Migration

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CASE1SharePoint OOTB Document Review and Approval Workflow

CASE2SharePoint Designer based Leave Request Approval Workflow

CASE3Custom Visual Studio based Co-worker Required Approval Workflow

Experiences in Workflow MigrationSharePoint Workflow Migration

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Plan Prepare Test Implement Validate

SharePoint 2010

SharePoint 2013

SharePoint Migration Methodology SharePoint Workflow Migration

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Objectives

Our Experience in Workflow Migration

5 Steps to Migrate SharePoint OOTB Workflows

4 Keys to Migrate SharePoint Designer Workflows

3 Challenges in Migrating SharePoint Custom Workflows

An approach to workflow migration using Visual Studio 2012

Leveraging Workflow Manager in SharePoint 2013

Q and A

SharePoint Workflow Migration

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Set up Windows Server 2012 server with SQL Server 2008 R2 / 2012 and SharePoint 2013

farm

Copy the SharePoint Server 2010 Content Database(s) to the SharePoint 2013 Server

farm i.e. Backup SharePoint 2010 content databases and Restore to target SQL Server

A. Create SharePoint 2013 Web Application

B. Attach and upgrade the content database(s)

Upgrade the site collection(s) using deferred site collection upgrade method

Activate and Verify SharePoint OOTB Workflows Feature

5 Steps to migrate SharePoint OOTB Workflows SharePoint Workflow Migration

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Objectives

Our Experience in Workflow Migration

5 Steps to Migrate SharePoint OOTB Workflows

4 Keys to Migrate SharePoint Designer Workflows

3 Challenges in Migrating SharePoint Custom Workflows

An approach to workflow migration using Visual Studio 2012

Leveraging Workflow Manager in SharePoint 2013

Q and A

SharePoint Workflow Migration

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Enables SharePoint 2010 Workflows to work in SP 2013

Negotiates between two versions of SharePointWF in SharePoint 2010

AWS in SharePoint 2013

Supports Stages and Loops, can call Web Services, WCF, REST & JSON

Enhanced rich email editor

4 Keys to Migrate SharePoint Designer Workflows

SharePoint Workflow Migration

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SharePoint Workflow Interop in ActionSharePoint Workflow Migration

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New Workflow Activities and ActionsSharePoint Workflow Migration

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SharePoint Designer Workflow Stages

Each stage has an entry point and gate

Primary core in Workflow 4 flow step in a flow chart

It can contain multiple steps

Mitigates SharePoint Designer loop limitation

SharePoint Workflow Migration

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Creating a workflow in SharePoint Designer 2013

SharePoint Workflow Migration

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Objectives

Our Experience in Workflow Migration

5 Steps to Migrate SharePoint OOTB Workflows

4 Keys to Migrate SharePoint Designer Workflows

3 Challenges in Migrating SharePoint Custom Workflows

An approach to workflow migration using Visual Studio 2012

Leveraging Workflow Manager in SharePoint 2013

Q and A

SharePoint Workflow Migration

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3 Challenges in Migrating SharePoint Custom Workflows

1. Custom SharePoint Workflow Activities

2. Associated Custom Forms with WorkflowsA. Workflow Initiation Forms

B. Workflow Association Forms

C. InfoPath Forms compatibility

3. Third Party Workflows compatibility

SharePoint Workflow Migration

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Objectives

Our Experience in Workflow Migration

5 Steps to Migrate SharePoint OOTB Workflows

4 Keys to Migrate SharePoint Designer Workflows

3 Challenges in Migrating SharePoint Custom Workflows

An approach to workflow migration using Visual Studio 2012

Leveraging Workflow Manager in SharePoint 2013

Q and A

SharePoint Workflow Migration

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1. Consider the SharePoint 2010 and 2013 GAC location

2. Modify .CSPROJ file of Custom SharePoint Solution

• Target Framework Version should be v4.5

• Target Office Version should be 15.0

3. Modify Package designer

• SharePoint Product Version = 15.0

4. Reload the Project and verify the references to SP 15 API

5. Add your business / code logic to Web Service / WCF Services

An approach to Workflow Migration using Visual Studio 2012

SharePoint Workflow Migration

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Objectives

Our Experience in Workflow Migration

5 Steps to Migrate SharePoint OOTB Workflows

4 Keys to Migrate SharePoint Designer Workflows

3 Challenges in Migrating SharePoint Custom Workflows

An approach to workflow migration using Visual Studio 2012

Leveraging Workflow Manager in SharePoint 2013

Q and A

SharePoint Workflow Migration

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Workflow in SharePoint 2013SharePoint Workflow Migration

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SharePoint Workflow Migration

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Workflow in SharePoint 2013

Workflow processing moved to Workflow Manager

SharePoint farm & Workflow Manager farm can be on same/different servers

XAML Code Styling to author an Workflow

Improves stability, scalability & transparency

SharePoint Workflow Migration

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Workflow Manager

SharePoint 2013 Workflow platform uses the new Workflow Manager service.

Built on top of Windows Workflow Foundation. Windows Workflow Foundation is part of the .NET Framework 4.5.

All Workflows can be authored as Declarative

SharePoint Server 2013 uses Workflow Manager for its workflow

engine.

SharePoint Workflow Migration

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Workflow Manager Capabilities

High Density and Multi-Tenancy

Elastic Scale

Activity / Workflow Artifact Management

Tracking and Monitoring

Instance Management

Fully Declarative Authoring

REST and Service Bus Messaging

Managed Service Reliability

SharePoint Workflow Migration

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Architectural Changes in SharePoint Workflow

Powered by Windows Workflow Foundation 4

Executed in Windows Azure Workflow Services(WAWS)

Communicates with SharePoint using Azure service bus using common protocols (i.e. HTTP)

Based on .NET Framework 4.5

SharePoint events are routed to WM & returned via REST API

SharePoint Workflow Migration

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Write to us: [email protected]

To get free consultation on your SharePoint Migration queries

SharePoint Workflow Migration