Microsoft SharePoint and Workflow - SharePoint Saturday Sacramento
-
Upload
royhiggs -
Category
Technology
-
view
121 -
download
5
description
Transcript of Microsoft SharePoint and Workflow - SharePoint Saturday Sacramento
K2 Confidential WWW.K2.COM
PRESENTED BY:
WF 101SharePoint 2010 and Workflow
May 19, 2011
ROY HIGGS
TECHNICAL SPECIALIST
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
> K2 is a platform for automating process-driven applications> Founded in 1997 - 300+ employees> Global presence; headquartered in Redmond, Washington> 2,500+ customers worldwide, including 15 percent of the Fortune 100> Customers in more than 54 countries, over 1 Million Users > Deep Microsoft Partnership as a Global Independent Software Vendor (ISV)
WHO IS K2?
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
• Workflow Overview• Build a Workflow - Demo
AGENDA
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
DEFINING TERMS
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 - A set of one or more linked procedures or activities which collectively realize an objective or policy goal in the context of an organizational structure defining functional roles and relationships.
Business Process Management (BPM) – The practice of developing, running, performance measuring, and simulating Business Processes to effect the continued improvement of those processes. Business Process Management is concerned with the lifecycle of the Process Definition.
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
To improve service
To introduce greater efficienciesor improved productivity
To reduce operational costs
To improve organizational agility
To improve the visibility ofProcesses
To meet regulatory requirementsor legal compliance issues
Productivityimprovements
Better customerservice
Improves knowledgesharing
Greater accuracy
Cost savings
Improvedmanagement control
Enhanced team working
Helps with legalcompliance issues
2.0 2.5 3.0 3.5 4.0 4.5 5.0 0% 20% 40% 60% 80% 100%
4.04
3.92
3.60
3.24
3.12
3.04
90%
88%
88%
80%
78%
76%
66%
62%
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?
On a scale of 1 to 5, where 1 = "not important" and 5 = "very important"
Percentage of respondentsNote: respondents could choose more
than one optionSource: PMP Research
Reasons Why Expected Benefits
WHY BPM / WHY WORKFLOW
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
PRESCRIPTIVE
Document routing
Approvals
Simple forms
Review and Approvals
Rework
Submitter
Notification
Solutions
• Document Approval
• Time Sheets
• Expense Reports
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
PRESCRIPTIVE
Document routing
Approvals
Simple forms
Business application
Complex routing
Dynamic logic
External data sources
Integrated reporting
Review and Approvals
Rework
Submitter
Notification
Solutions
• Policy & Compliance Review
• Help Desk
• Customer Onboarding
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
Document routing
Approvals
Simple forms
Business application
Complex routing
Dynamic logic
External data sources
Integrated reporting
PRESCRIPTIVE ASSISTIVE
Core processes
Non-linear process
Visibility by stage
Performance metrics
Adhoc
Audit
Checklists
Review and Approvals
Rework
Submitter
Notification
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
WORKFLOW SOLUTION COMPLEXITY
Capa
biliti
es &
Com
plex
ity
Effort
Documents
Lists
Sites
RecordsList Forms (InfoPath)
BCS
InfoPath
ASP.NET
Web Services & WCF
General DALReporting & BI
SPD Workflows
OOB Workflows
WF Workflows
SharePoint Users Power UsersDevelopers/Admins
Developers
SearchPublishing
.NET Development
Highest Adoption
K2 Confidential WWW.K2.COMWWW.K2.COMK2 Confidential
• Solution Technology Selection
Requ
irem
ents
Process
Forms
Data Sources
Reporting
Requirements
•Rules•Users•Notifications•SLA / Escalations
•Archiving•Data Dependencies
•Page Flow•Form Validation•External Lookups•Data Density
•Number of Fields•Number of records•SharePoint Usage
•Number of Sources•Available API•New Sources•Source Owners
•Source Accessibility •Unstructured (Documents)•SharePoint Usage
•Logging Dashboards•Data Sources KPIs•Realtime vs Scheduled
Effor
t
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
MICROSOFT SHAREPOINT 2010 & WORKFLOW
Communities
Search
Sites
Composites
ContentInsights
Workflow• InfoPath Form Services• Business Connectivity Services• External Lists• OOB Workflows• Visio Premium• SharePoint Designer• Visual Studio• API Enhancements• REST/ATOM/RSS
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
• 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 can’t 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
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
HIGH-PRIVILEGE WORKFLOWS
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
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
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
NEW ACTIONS
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
NEW CONDITIONS
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
• 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
WHAT’S NOT NEW
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
New SharePoint Workflow stencil-set for Visio Premium
VISIO 2010 AS A WORKFLOW DESIGNER
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
Caveats• 10 Nested If’s• 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
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
Visualization of workflow status via Visio Services
VISIO SERVICES AS WORKFLOW VISUALIZATION
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
• 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
File system
WSP
Deploy Package
Save to File System Create New ProjectImport WSP
Visio
VWI
K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM
QUESTIONS?