Upload
prashant-g-bhoyar
View
394
Download
2
Embed Size (px)
DESCRIPTION
Slide Deck of the session "Getting Started with SharePoint 2013 Workflows" Date : 25 October 2014 Event : SPSEvents Washington DC Reston Place : Microsoft Technology Center, 12012 Sunset Hills Road, Reston , Virginia USA 20190 Twitter Handle: #SPSDC
Citation preview
#SPSDC @pgbhoyar
Getting Started With
SharePoint 2013 Workflows
Prashant G Bhoyar
#SPSDC @pgbhoyar
Housekeeping…
• Download EventBoard Mobile and remember to fill out
session evaluations…
• Phasers set to stun, mobile devices set to silent…
• You must be present to win at the wrap-up…
#SPSDC @pgbhoyar
Thanks to our Sponsors!!!
#SPSDC @pgbhoyar
Join us at #SharePint sponsored by K2 at World of Beer
of Reston in the Towncenter just across the bridge
Why? To network with fellow SharePoint professionals
What? SharePint!!!
When? 6:00 PM
Where?
World of Beer Reston
1888 Explorer Street
Reston, VA 20190
Thanks to?
K2!
#SPSDC @pgbhoyar
5
• Senior Consultant at Portal Solutions
Product – AuthentiMate, TaskR
Services – We Love SharePoint ..
• Guy with Multiple Hats
• University of Maryland College Park
Alumni
• Recipient of Antarctic Service Medal
Who AM I ?
#SPSDC @pgbhoyar
Recent Announcements
• Ignite Conference – Registration is open
Unified Microsoft Enterprise suite conference will be held in May 14 2015, Chicago IL
One conference to rule them all !!!!!!
• Windows 10 Preview is availble
http://windows.microsoft.com/en-us/windows/preview
• Students and Teachers may get Office365 for free
http://windows.microsoft.com/en-us/windows/preview
6
#SPSDC @pgbhoyar
Recent Announcements
• Starting Jan 01, 2015, Pearson VUE centers will be
conducting Microsoft Certification Exams
• “As of 11-24-2014 Office Web Apps Server will be removed
from the Microsoft Download Center. At that time it will
only be available for download under Volume Licensing
agreements.”http://blogs.technet.com/b/office_sustained_engineering/archive/2014/10/22/
web-apps-server-removal-from-download-center.aspx
7
#SPSDC @pgbhoyar
8
• I have thick accent; Raise
your hand if things are not
clear
• Sharing is Caring
• Ask Questions
Learn from yesterday, live
for today, hope for
tomorrow. The important
thing is not to stop
questioning. –Albert
Einestein
• Let the learning begins…
About Today’s Session
Image Source : http://onlyfreewallpaper.com/view/smiley-kitty-1280x1024.html
#SPSDC @pgbhoyar
• What are Workflows
• Limitations of SP2010 workflows
• Architectural Changes in SP2013 Workflows
• Workflow Manager
• Enhancement in SP2013 Workflows
• SP2013 OOTB Workflows• Enhancements in SPD2013• Limitations of SPD2013 workflows• Workflows in Visual Studio 2012• Limitations of Visual Studio Workflows• Best Practices• Forms in SP2013 Workflows
• Third Party Products
Agenda
Outcome:
Familiarity with
SharePoint 2013
Workflows
Objective: Getting
Stared with
SharePoint 2013
Workflows
#SPSDC @pgbhoyar
#SPSDC @pgbhoyar
Helps to Automate Business Processes
Helps to meet the Industry Standards
Helps Organizations to function Effectively
Important for success of SharePoint
Implementations
11
What are Workflows?
#SPSDC @pgbhoyar
#SPSDC @pgbhoyar
Reliable – Last machine reboots
Visualize Workflow Graphically
Reporting is supported
Reusable Workflows
Use of LOB Data
13
Why Workflows with SharePoint?
#SPSDC @pgbhoyar
#SPSDC @pgbhoyar
Types of Workflows
Sequential State Machine
• Activities occur in sequence
• On rejection , begin from start
• Simple Business Processes example, Leave Request
• Activities are not sequential
• Can by pass activities based on business logic
• Complex business processes example, Financial Aid
#SPSDC @pgbhoyar
Typical SharePoint Workflow Life Cycle
#SPSDC @pgbhoyar
Started with MOSS 2007 -> Based on Workflow
Foundation.
Workflow Foundation was introduced in the
release .NET 3.0 and its capabilities updated in
.NET 3.5 and .NET 3.5 SP1
In MOSS 2007 custom workflows can be created
using SPD 2007 and Visual Studio
No reusable workflows
17
History of Enhancements in SharePoint Workflows
#SPSDC @pgbhoyar
18
Major Enhancements in SharePoint 2010
Workflows
Architecturally similar to MOSS 2007
Site Based Workflows
Modify OOTB workflow templates by importing them into SharePoint 2010 Designer
Create Reusable workflow and using Visio Services visualize the status of the Workflow
Import SPD 2010 workflows in Visual Studio 2010
#SPSDC @pgbhoyar
#SPSDC @pgbhoyar
#SPSDC @pgbhoyar
21
Limitations of SharePoint 2010 Workflows
Designed primarily for OnPremisedeployments
Workflows are not scalable, they are stored in Content Database
Looping is not supported out of the box
State Machine workflows can only be created using Visual Studio 2010
Extending Workflows usually requires full trust solutions
Performance and Scalability remained key challenge
#SPSDC @pgbhoyar
The SharePoint Forecast is …. Cloudy
“Craig Roth, Managing Vice President: Communication, Collaboration, and
Content, Gartner Group”
#SPSDC @pgbhoyar
SP2013 workflows are built using WF 4.5 and run out
of SharePoint
Workflow is separate server Product called Windows
Azure Workflow and not part of SP Infrastructure
The name “Azure” is confusing….this Product runs on
Premise
SP2013 workflows execute in an Azure service called
Workflow Manager 1.0
23
New SharePoint 2013 Workflows Architecture
#SPSDC @pgbhoyar
Architecture of SharePoint 2013 Workflows
24
#SPSDC @pgbhoyar
Types of Windows Azure Workflow
Windows Azure Workflow Server
• Provides scalable robust workflow
capabilities for on-premise
deployment
Windows Azure Workflow
Services
• Provides a scalable robust,
workflow platform in Office 365
and cloud based solutions
Two
#SPSDC @pgbhoyar
Workflow Manager server application should be
installed on separate server (Part of SP2013 farm or
separate)
SP WFE includes Workflow client software that
handles the integration between the manager and
the SP Farm
Communication between manager and client
occurs using REST API and Oauth
26
New SharePoint 2013 Workflows Architecture
#SPSDC @pgbhoyar
27
Workflow Manager
Separate Product
Separate farm/Co locate with SPFarm
Installation
Disaster Recovery
1 or 3 server farms
Debugging
Fiddler
Maintenance
#SPSDC @pgbhoyar
SP2013 workflows are not supported on SP2013 Foundation
SP2013 workflows are fully declarative
SP2013 workflows are no longer compiled into .NET assemblies instead XAML files defines workflow and their execution No more custom code
Build WebServices for custom business logic
SP2013 workflows are available in SharePoint Online
28
New SharePoint 2013 Workflows Architecture
#SPSDC @pgbhoyar
PowerShell Command to Register SharePoint Site
collectionRegister-SPWorkflowService -SPSite http://sp2013:80 -
WorkflowHostUri "http://sp2013:12291" -AllowOAuthHttp
Need to explicitly register the site collection
Good news….in SharePoint Online/Office 365 all
steps are already done…
29
New SharePoint 2013 Workflows Architecture
#SPSDC @pgbhoyar
How the workflows will run?
Workflow
Starts
SP2010
Style
Workflow?
Use SP2010
Workflow Engine
Use New
Workflow
Manager
Workflow
Executes
Workflow Ends
Workflow
Executes
Yes No
#SPSDC @pgbhoyar
DEMO
#SPSDC @pgbhoyar
32
Major Enhancements in SharePoint 2013
Workflows
Multi-Tenancy
Fully Declarative Authoring
SP2013 workflows call SP2010
workflows and vice versa
SP2010 workflows will continue to
work in SP2013 but will not be
upgraded to SP2013 workflows
Option of manual upgrade
#SPSDC @pgbhoyar
33
SharePoint 2013 Workflows Associations
List/Libraries
No Content Types
Solution :
Check the content type column and then initiate the workflow
Use SP2010 workflow & attach that to Content Type. Call SP2013 workflow from SP2010 workflow
Sites
SPD 2013 Workflows
Visual Studio Workflows
#SPSDC @pgbhoyar
DEMO
#SPSDC @pgbhoyar
Which option to select?
#SPSDC @pgbhoyar
36
SharePoint 2013 OOTB Workflows
Approval - SharePoint 2010
Collect Feedback - SharePoint 2010
Collect Signatures - SharePoint 2010
Disposition Approval
Three-State
Note: Uses Workflow Engine Inside SharePoint 2013
#SPSDC @pgbhoyar
DEMO
#SPSDC @pgbhoyar
Workflow Manager is installed
Site Collection is registered with Workflow Manager
User Profile Service is setup and sync has run at least once To execute the workflow, we will need valid upn ( User Principal Name)
In SharePoint Online everything is already setup for you.
38
Before we start creating SharePoint 2013 in SPD 2013
#SPSDC @pgbhoyar
39
Major Enhancements in SharePoint 2013
Designer
A visual Workflow development experience that uses Visio 2013
A new action that enables no-code web service calls from within a workflow
New Actions for creating a task and starting a task
A new Dictionary data type for working with complex data type
New workflow building blocks such as Stage, Loop, and App Step
#SPSDC @pgbhoyar
40
Improved Workflow Logic & Control
SharePoint 2013 Designer
Stages – Can create State Machine
workflows using Stages
Loop : Repeat one or more actions a
specified number of times
SP2010 Workflow Re-Use: SPD2013
enables starting an existing SP2010
workflow, including passing initiation
parameters. Reuse SP2010 workflows.
#SPSDC @pgbhoyar
DEMO
#SPSDC @pgbhoyar
42
Improved Design Features in SharePoint
2013 Designer
Visual Workflow Designer – SPD 2013
includes both a text based designer
and a visual designer
Copy and Paste : SPD2013 supports
copy and pasting logic and actions
within the text designer
Better Packaging : Save list workflows
as template and reuse.
#SPSDC @pgbhoyar
DEMO
#SPSDC @pgbhoyar
44
Limitations of SharePoint 2013 Designer
Workflows
Can not create full trust solutions
Can not deploy workflows as
SharePoint Apps
No Source Control
#SPSDC @pgbhoyar
45
SharePoint 2013 Workflows Using Visual
Studio 2012
Full access to the Workflow Foundation in .NET Framework 4.5
Supports deployment as full trust solutions, Sandbox Solutions as well as SP Apps
You can use Source Control
Create Custom Activities
Create Custom Forms for workflows
Set Breakpoints on Activities
#SPSDC @pgbhoyar
DEMO
Rich Set of Actions/Activities in VS Toolbox
#SPSDC @pgbhoyar
47
Limitations of Visual Studio Workflows
Steep learning curve
Deployment Risks
Costly Bugs
Management/Resourcing
#SPSDC @pgbhoyar
#SPSDC @pgbhoyar
Guidance for forms - InfoPath
• InfoPath will continue to be supported for a long time
• Don’t invest more on InfoPath
• Consider other alternative for the short-term/long-term
• Wait until Microsoft guidance materialized
49
#SPSDC @pgbhoyar
Forms Options
Source : http://formsquo.com/solution-matrix/
#SPSDC @pgbhoyar
Third Party Tools
#SPSDC @pgbhoyar
Third Party Tools
#SPSDC @pgbhoyar
53
• Requirements
• Limitations
• Life Cycle
• Functionality
• Budget/Resources
Factors to Consider
#SPSDC @pgbhoyar
54
• Don’t use OOTB Task List and History List as audit log
• For large lists, don’t remove the workflow, but set to no new instance
Do it in non business hours
• Don’t let the workflow manager cert expires
• Keep workflow initiation activity to minimum
• Use logging-
“Log to History List”
Best Practices
#SPSDC @pgbhoyar
Q&A
#SPSDC @pgbhoyar
References
Appendix/ResourcesMSDN/TechNet:
http://msdn.microsoft.com/en-us/library/office/jj163181(v=office.15).aspx
Blogs :
http://www.harbar.net/
Training Videos (Paid):
http://www.Pluralsight.com
#SPSDC @pgbhoyar
Questions? Feedback? Contact me:
Twitter: @PGBhoyar
Blog: http://pgbhoyar.wordpress.com (limited contents)
Email: [email protected]
Speaker Evaluation : Please fill out speaker evaluations
Thank You
Organizers, Sponsors and You for Making this Possible.