Workflow in Microsoft Office SharePoint Server Jessica Gruber Consultant Microsoft Corporation.
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Transcript of Workflow in Microsoft Office SharePoint Server Jessica Gruber Consultant Microsoft Corporation.
Workflow in Microsoft Office Workflow in Microsoft Office SharePoint ServerSharePoint Server
Jessica GruberConsultantMicrosoft Corporation
AgendaAgendaWindows Workflow Foundation and OfficeDemo: A workflow in WSSWorkflow authoring scenariosWorkflow design and authoring toolsWorkflow design in SharePoint DesignerDemo: Workflow in one minuteWorkflow design in Visual StudioDemo: Building a workflow in Visual Studio
Windows Workflow Windows Workflow FoundationFoundation
Key ConceptsWorkflows are a set of activitiesActivities are the building blocksWorkflows run within a Host Process: Any application or serverDevelopers can build their ownCustom Activity Libraries
ComponentsBase Activity Library: Out-of-boxactivities and base for custom activitiesRuntime Engine: Workflow executionand state managementRuntime Services: Hosting flexibilityand communicationVisual Designer: Graphicaland code-based construction Host Process
WindowsWorkflow Foundation
Runtime Engine
A Workflow
An Activity
Runtime Services
Base Activity Library
Custom Activity Library
Visual Designer
Office Workflow VisionOffice Workflow VisionFacilitate human processes by attaching businesslogic to items and documents in Windows SharePoint Services, while providing context and tracking progressEmpower information workers using Office Serverwith out-of-the-box solutions and self-service tools to support a broad range of routing and tracking scenarios without IT involvementEmpower organizations to build a broad range of sophisticated workflow solutions that take advantageof the full functionality of the Windows Workflow Foundation (WinWF) platform and integrate into the SharePoint and Office experiences
Office Workflow Office Workflow EcosystemEcosystem
SharePoint ServicesSharePoint Services
WFWF WebWebServiceService
HistoryHistoryListList
ReportingReporting& Admin& Admin
SourceSourceListList
TaskTaskListList
Initiation and Initiation and parameter parameter settingsettingAd-hoc Ad-hoc CustomizationCustomization(Forward/Delegat(Forward/Delegate)e)Task CompletionTask Completion
Authoring AppsAuthoring AppsBrowser UIBrowser UI
AdministrationAdministrationReporting/StatusReporting/StatusInitiationInitiationParameter settingParameter settingAd-hoc Ad-hoc CustomizationCustomization(Forward/Delegate)(Forward/Delegate)Task NotificationTask Notificationand Completionand Completion
OutlookOutlook
Task Task NotificationNotificationTask Task CompletionCompletion
SharePoint DesignerSharePoint Designer
Wizard-based Wizard-based authoringauthoringForms Forms integrationintegrationApplication Application deploymentdeployment
Visual StudioVisual Studio
Custom Custom workflowsworkflowsDebugging Debugging EnvironmentEnvironmentForms CreationForms Creation
Who Uses Workflow?Who Uses Workflow?Adhoc participation by Knowledge workers
Participates in WSS, Office, and OutlookStarts workflows, completes tasksFocus – flexible and familiar
Familiar to WSS AdministratorsSet workflow settings (available workflows, default settings)Manage Site/Box (deployment, activation)Focus – consistent and integrated
Powerful tools for DevelopersSuited development tools
VS for professional developersSharePoint Designer for site authors
SDK with activities and samples
Starting And Completing Starting And Completing Workflows In SharePointWorkflows In SharePoint
Workflow Authoring Workflow Authoring ScenariosScenarios
Visual Studio andWorkflow SDK
Out-of-the-BoxSolutions(with customization)
SharePoint Designer Workflow
Routing and ApprovalRouting and ApprovalReview – ApprovalReview – Approval
Signature collectionSignature collectionEast Asian workflowEast Asian workflow
Structured Ad H
oc
Office Server FeaturesOffice Server FeaturesList ModerationList Moderation
Publishing ProcessPublishing ProcessDocument ExpirationDocument Expiration
Tracking ApplicationsTracking ApplicationsIssue trackingIssue tracking
LOBLOBIntegrationIntegration
Custom Form ActionsCustom Form ActionsEmail NotificationEmail Notification
Exception HandlingException Handling
Document ProcessesDocument ProcessesSpec Review Spec Review
Weekly Status ReportWeekly Status Report
Custom Tracking Custom Tracking AppsApps
Service RequestsService RequestsAsset TrackingAsset Tracking
IndustryIndustryspecific processesspecific processes
Purchase ordersPurchase ordersProduct lifecycle mgmtProduct lifecycle mgmt
Workflow Authoring ToolsWorkflow Authoring ToolsSharePoint Designer (Web Designer)SharePoint Designer (Web Designer)
ActivitiesActivitiesRe-use OOB/deployed activitiesRe-use OOB/deployed activities
FormsFormsAuto-generated FormsAuto-generated Forms-ASPX-ASPX
DeploymentDeployment Workflow authored live against serverWorkflow authored live against serverRuntime compilationRuntime compilation
Development ModelDevelopment ModelWizard-based workflow designerWizard-based workflow designer
Visual Studio (Pro-Dev)Visual Studio (Pro-Dev)
ActivitiesActivitiesRe-use OOB/deployed activitiesRe-use OOB/deployed activitiesCan author new activitiesCan author new activities
FormsForms Designed FormsDesigned Forms-InfoPath-InfoPath-ASPX-ASPX
DeploymentDeploymentSolutions package generatedSolutions package generatedBox administrator installableBox administrator installable
DevelopmentDevelopment ModelModelVisual workflow designerVisual workflow designer
FormsForms
ASPX Forms (Windows SharePoint Services and Office servers)
Server onlyInfoPath Forms (Office servers)
Server rendered by Office forms ServerOffice client integrationWrite once, run server, and client (same form)
Forms are used for: Configuring workflows,starting workflows, and completing tasks
SharePoint DesignerSharePoint DesignerScenarios: Authoring SharePoint apps
Document Workflow, e.g. My route for reviewWeb ‘Guided Process’, e.g. New Hire ProcessCustom Form Action, e.g. on click, send email
Authoring environment includesWorkflow designer based on Rules Wizard experienceBuilding blocks for workflow based SharePoint apps
Document workflowsSend mail, update list itemCustom developed workflows and building blocks
Verification and deployment of workflows
Designing WorkflowsDesigning Workflowsin SharePoint Designerin SharePoint Designer
Visual Studio Workflow Visual Studio Workflow DesignerDesignerThe Visual Studio Workflow Designer Provides a project system for developing workflow solutions It lets you quickly define a workflow graphically
Drag activities from Toolbox onto design surface
Configure activity properties in Properties windowCode-beside for business logic (your code)Provides a mechanism for compiling workflows Integrated workflow and code debugging
Sample Business ProcessSample Business ProcessRequest Approval
Send Task to Approver
Decision
Approval Completed
Request change
Revise proposal
Proposal Rejected
Approver Delegates
Simplified Business Simplified Business ProcessProcess Request Approval
Send Task to Approver
Decision
Approval Completed
Development StepsDevelopment Steps
1. Model workflow in Visual Studio2. Create and bind InfoPath forms3. Deploy to SharePoint server4. Debug the running workflow
Model Workflow In Visual StudioModel Workflow In Visual Studio
Prerequisites:Windows Workflow Foundation Beta 2 SDKOffice 2007 SharePoint Servers Beta 2Starter Kit
Create project of type “SharePoint Sequential Workflow Library”Create the workflow
Association formUser adds workflow to a listFor setting options on WF
Initiation formFor manual workflow startCollects workflow parameters
Create And Bind InfoPath Create And Bind InfoPath FormsFormsTypes of InfoPath forms in Types of InfoPath forms in WorkflowsWorkflows Task completion
formA user to edit a task from WFUser edits or enters data
Modification formLinked off WF status pageCan modify in-flight WF
Deploy To SharePoint ServerDeploy To SharePoint Server
Generate Metadata filesFeature.XMLWorkflow.XML
Create the CAB (WSP) or use install.batInstall/activate the “feature”IISResetAssociate workflow to the list/library
Debug The Running WorkflowDebug The Running Workflow
Visual Studio running on server machineOpen the workflow in Visual StudioAttach to all of the W3WP ProcessesStart the workflow
Designing WorkflowsDesigning Workflowsin Visual Studioin Visual Studio
What you’ve seenWhat you’ve seenWindows Workflow Foundation and OfficeDemo: A workflow in WSSWorkflow authoring scenariosWorkflow design and development toolsWorkflow design in SharePoint DesignerDemo: Workflow in just a minuteWorkflow design in Visual StudioDemo: Building a workflow in Visual Studio
For More Information…For More Information…The erstwhile WindowsWorkflow.net
http://wf.netfx3.com/Workflow Development for WSS
http://msdn2.microsoft.com/en-us/ms414613.aspx
Workflows in MOSShttp://msdn2.microsoft.com/en-us/ms549489.aspx
Thank you!Thank you!Questions?Please submit a session evaluation
© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.