World Domination: Self-Service Site Creation with SPD 2013 Workflows

© Copyright 2014 SharePoint AMS

presentation for June 7, 2014

Rule the SP2013 World Using Web Services in Workflows

SPSDC SharePoint Saturday DC – Chevy Chase

www.ConnectorMan.com

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Housekeeping…

• Remember to fill out session and event evaluations…

• Phasers set to stun, mobile devices set to silent…

• You must be present to win at the wrap-up…

Thanks to our Sponsors!!!

Join us at #SharePint sponsored by Metalogix at Clyde’s of Chevy Chase in the RaceCar Bar Downstairs

Why? To network with fellow SharePoint professionalsWhat? SharePint!!!When? 5:30 PMWhere? RaceCar Bar Downstairs5441 Wisconsin AveChevy Chase, MD 20815

Thanks to?Metalogix!

© Copyright 2014 SharePoint AMS5

an Association Management Ecosystem™

Solution Delivery

• Project Based – Solution Development and Consulting

• Implementation, Integration, Creative Design,

Deployment, Training

• Public Facing Websites, Intranets, Extranets, Social

Networking, Custom Development, SEO

Customer Support

• Ongoing Solution Support and Maintenance

• Annual Agreements

• Over 100 Active Loyal Customers

Offerings

Membership Manager

Member Sites Module

Smart Forms Module

eCommerce Module


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Jim Bob Howard

Email: [email protected]

Twitter: @jbhoward

Blog: http://www.ConnectorMan.com

Sr. Solution Architect

SharePoint AMS/Invenio Partners

Husband of 1, Father of 4

20 years of software/web development for EDS, GE Capital, IBM, and several small businesses

Worked with SharePoint since 2009

http://bit.ly/SP2010atWork-jbh

Organizer

AuthorSharePoint Saturday: India, EMEA, New

Orleans, San Antonio, Houston, Austin,

New York, DC, Cape Town, Nairobi,

Virginia Beach, Philadelphia; SPTechCon;

SharePoint Fest

Speaker

Developer


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Overview

• Background

• Need/Requirements

• PMO and PMIS development

• Using the site

• Working with Web Services in Workflows

• Custom Templates

• App Steps

• Questions


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Need

• A better, easier way to track all of the projects in the practice

• Large number of small short-term projects staffed by small specialized teams

• Projects were running past their Period of Performance (POP)

• Projects have working managers:

– Managers spend most of their time providing technical expertise

– Little time for project management

– Lack of insight into budget and schedule for managers


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Requirements

• A Project Management Office (PMO) site to house the portfolio of projects

• All-inclusive Project Management Information Sites (PMIS) for PM, Project Team and Upper Management– Team workspace– Schedule management – House deliverables– Provide tools for issues tracking– Allow for risk management – Provide upper management with communications reminders

• KPI dashboards at both levels for line managers and upper management


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DEMO


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Team Leader /

Project Manager

New Project

Request

Start Create Site

Workflow

Approval Task

PMO Manager

Workflow


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Workflow

Team Leader /

Project Manager

New Project

Request

Start Create Site

Workflow

Approval Task

PMO Manager


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Workflow

PMO Manager

Rejected ApprovedRejection Email

Team Leader /

Project Manager


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Workflow

PMO Manager

Rejected ApprovedRejection Email

Team Leader /

Project Manager

Create Site Workflow

PMIS Created

Confirmation

Email


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Workflow

Approval Task

ApprovedRejected Create Site Workflow

PMIS Created

Confirmation

Email

Start Create Site

Workflow

Team Leader /

Project Manager

Rejection Email End Workflow

New Project

Request

PMO Manager


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SPD Workflow

Stage: Waiting for Approval

Rejected

Stage: Creating Site Stage: Sending Email

Start Create Site

Workflow

Approved

End Workflow


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Waiting for Approval

Waiting for Approval

Requested by

PMO Manager?

PMO Manager

Approval

Set

Outcome to

Approved

YesNo

Set

Outcome to

Rejected

Approve

Reject


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Sending an Email

Sending Email

Rejected? Yes

No

Rejection

Email

ResponseCode

OK?

Success

EmailYes

URL in Use?

No

Site Exists

EmailYes

No

Other Error

Email


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Creating Site

Creating Site

Determine Create Outcome

Build

Create

Parameters

Call HTTP

web service

to create

site

Check

Error/

Success

Responses

If ResponseCode = OK

Build

Create

Parameters

Call HTTP

web service

to add item

to list

Get Error

Codes and/

or Output

Msg

Yes

No


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REST API Calls

• Basic operations using SharePoint 2013 REST endpoints– http://msdn.microsoft.com/en-us/library/office/jj164022.aspx


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DEMO


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• Site App PermissionsSite Settings -> Site App Permissions (Users and Permissions)

App Permissions

• App Principal Permissions

• Permission Request XML

.../_layouts/15/appinv.aspx

http://www.ConnectorMan.com/create-sites-with-spd-2013-workflow/

<AppPermissionRequests><AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" />

</AppPermissionRequests>

http://sharepoint/content/sitecollection/web


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Thank you!

t) @jbhoward

e) [email protected]

b) www.ConnectorMan.com

SharePoint AMS11654 Plaza America Drive Suite 247

Reston, VA 20190-4700

www.SharePointAMS.com

Q&A

World Domination: Self-Service Site Creation with SPD 2013 Workflows

Technology

Transcript of World Domination: Self-Service Site Creation with SPD 2013 Workflows