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MOSS WorkflowsWorkflow Technologies Overview
November 15, 2007Sogeti USA
Agenda
• About Sogeti• Workflow Overview• MOSS Workflow Technologies Overview
>MOSS Out of the Box Workflows>SharePoint Workflow Designer>Windows Workflow Foundation>K2 Black Pearl
• Question and Answer Session• SWAG
Agenda
Sogeti’s MOSS Qualifications
• Number of MOSS engagements>175+ nationally>17 MS certified MOSS consultants
• Scope of engagements>Quick POC’s to global, $MM projects>Migrations, Upgrades, Intranets,
Extranets, Internet presence, application development, BPIO, etc.
>Currently leading 2nd largest MOSS deployment in the world (global pharma)
Workflow – Overview
• Wikipedia>A workflow is a reliably repeatable
pattern of activity enabled by a systematic organization of resources, defined roles and mass, energy and information flows, into a work process that can be documented and learned...blah, blah, blah
• Sogetipedia>Automation of a business process (BP)>A. K. A.: Business Process Management
(BPM)
Workflow – Why it matters
• Ability to Improve Business Processes>Most BPs are manual or require human
interactions -not efficient, less reliable>BPs often lack visibility>Lack of escalation>Most BPs are not clearly defined
• Good Opportunities to Leverage Workflow>Better and more robust tools available>Necessary infrastructure exists>Increased integration
Workflow – Integration with MS
• Outlook>Receive Notifications and Tasks
• Word, Power Point, Excel, IP>Start and Participate in Workflows
• SharePoint Designer>Create and Customize Workflows
• MOSS>Start, Participate, Customize and Track
Workflows
MOSS Workflow Technologies Overview
Rob
ustn
ess
Complexity
Workflow – Out of the Box Workflows
• Out of the box workflows>Approval, Collect Feedback, Collect
Signatures, Disposition Approval, Group Approval, Translation Management, Three State (issue tracking)
Workflow - Out of the Box Workflows (cont)
SharePoint Designer Workflows - Overview
• Wizard-based approach• No coding web designers• Out of the box workflows
>Building blocks>Events>Actions (parallel/serial)>Conditions
• Output: XOML file
SharePoint Designer Workflows – Features
• Sounds great, but…>Workflow is data-bound at design time>Can’t author against a content type>No step-by-step debugging>Only sequential workflows>No cross site interaction between lists
• So when do I use it?>You’re not a developer>Need to create a less complex WF for an
application for a site>Basically, when it makes sense to
SharePoint Workflow Designer – Demo
User goes to MOSS site
User fills out PTO eForm
Item assigned to Boss
Email alert sent to Boss
Email notification of denied request
Email notification of approved request
HR Email Notification
Store in HR PTO lib
rary
Set appropria
te policies on
item
Approved
Denied
♠Sogeti
Windows Workflow Foundation - Overview
• Overview>Microsoft .NET 3.0
technology >Define, create, execute and
manage workflows>Supported by set of VS 2005
extensions• Visual workflow designer
enables workflow design, debugging and compiling
Windows Workflow Foundation – Design Requirements
• Design Requirements> Windows SharePoint Services 3.0> VS 2005, with VS 2005 Extensions for Windows
Workflow Foundation> Enterprise Enterprise Content Management (ECM)
Starter Kit
Windows Workflow Foundation - Features
• WF Advantages>Extremely robust, complete control over
solution>Free if you already have VS 2005
• WF Disadvantages>Complicated configuration steps,
especially in regards to deployment>Learning curve very steep>Developer needs to be involved every
time the workflow changes>Even simple workflows take significant
time to develop
Windows Workflow Foundation – How To
• Quick How To>Install all the proper extensions for VS
2005>Open VS and create a WF project>Create and Code the Workflow
Windows Workflow Foundation – How To (cont)
• Quick How To (cont)>Edit multiple configurations in files such
as feature.xml>Deploy workflow as a feature through
stsadm command line utility>Associate Workflow with a MOSS list
K2 .Net Black Pearl - Overview
• Application used to design and create WF workflows
• Empowerment of the Business User
K2 .Net Black Pearl - Features
• K2 Advantages>Create robust workflows quicker and
more efficiently• Wizard driven interoperability
– Site, Library and List, Document Manipulation, List Item, Records Management, Event Process Publishing, User Management, Workflow Integration
> Easy deployment> Multiple Design Tools> Reporting Capabilities
• Standard reports leveraging MS SQL Reporting Services
• K2 Report Designer for custom reporting
K2 .Net Black Pearl – Design Tools
• K2 Studio Designer• K2 Web Designer• Visio
K2 .Net Black Pearl - Features
• K2 Disadvantages>Licenses can be costly
• Implementations can easily cost as much as $40k> Solution still new and sometimes unstable
• Release due 12-2007 which is suppose to fix a large number of bugs
K2 .Net Black Pearl - Demo
User goes to MOSS site
User fills out PTO eForm
Item assigned to Boss
Email alert sent to Boss
Email notification of denied request
Email notification of approved request
HR Email Notification
Store in HR PTO lib
rary
Set appropria
te policies on
item
Approved
Denied
♠Sogeti
Questions
SWAG
• Name some of the MOSS OOB workflows• Name some of the advantages and
disadvantages of using SPD• Name some of the advantages and
disadvantages of WF• Name some of the advantages and
disadvantages of K2• Name the 3 K2 design tools
MOSS WorkflowsWorkflow Technologies Overview
November 15, 2007Sogeti USA