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SharePoint Workflows In A Nutshell 200

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SharePoint Workflows In A Nutshell 200

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    1. SharePoint Workflows In A Nutshell (200) Michael Foertsch Idera

    2. Welcome to Houston SharePoint Saturday Please turn off all electronic devices or set them to vibrate. If you must take a phone call, please do so in the hall so as not to disturb others. Thanks to our Platinum Sponsors:

    3. Who am I? Lead Architect, Idera SharePoint Product Group .NET developer, especially Windows service development Architect and developer of Idera SharePoint Backup services Architect and developer of Idera SQLsafe services

    4. Overview What is workflow? SharePoint 2007: How we do it today Built-in workflows SharePoint Designer 2007 Workflows built with Visual Studio 2005/2008 SharePoint 2010: Whats new? Built-in workflows SharePoint Designer 2010

    5. A simple but important question What is workflow?

    6. Workflow Types People-centered (manual) Computer-centered (automated) Sequential workflows One step follows another State machine workflows No sequence, can and do revisit states

    7. Windows Workflow Foundation First available in .NET 3.0 Where does my workflow run? Concept of the host process Persistence Timer Workflow definitions Declarative (XAML) Code-based (.NET)

    8. Workflow in SharePoint Workflow definitions What are the steps, etc. in the workflow Workflow associations What is my workflow bound to? Workflow instances The actual running workflow on an object

    9. SharePoint 2007 Built-in Workflows Approval Collect Feedback Collect Signatures Disposition Approval Three-State Translation Management

    10. SharePoint 2007 Built-in Workflows Lets create a simple Approval workflow

    11. SharePoint Designer 2007 Originally intended for non-technical people Didnt really work out that way Define steps Conditions control which/when steps are processed Steps can call activities Lots of built-in activities More are available to download Can define initiation and task forms Sequential workflows only No support for state machine workflows

    12. SharePoint Designer 2007 No-code workflows Workflow is defined in XAML (.xoml) files Workflows can only be bound to a single list Not portable across lists Well, not without a lot of manual work and GUID fiddling Every time a workflow is saved, a new version of the workflow is defined

    13. SharePoint Designer 2007 Lets create a simple SharePoint Designer workflow

    14. Visual Studio 2005/2008 Workflows When the basic tools just dont cut it Can do pretty much anything you want, as long as you can code it Both sequential and state machine workflows are supported Need to install various support libraries/prerequisites for development Visual Studio Extensions for WF 32-bit development only Of course, can run in x64 servers

    15. Visual Studio 2005/2008 Workflows Workflow Designer allows drag-and-drop workflow building But dont be fooled, youll still be writing lots of code Define your tasks Use event handlers to move workflow along Forms can be defined with InfoPath or roll your own with ASP.NET Workflow deployment can be tricky

    16. So, whats new in SharePoint 2010? Built on WF in .NET 3.5 Built-in workflows pretty much stay the same BUT, they can now be customized using SharePoint Designer 2010! Built-in workflows were actually made using SPD 2010 Initiation and association forms can be modified using InfoPath Workflow logic can be modified

    17. SharePoint Designer 2010 Complete redesign Lots of new actions User lookups (administrator access, etc.) Interact with lists external to the workflow New workflow types List Web site Content type Reusable (finally!) High privilege workflows In other words, impersonation (finally!)

    18. SharePoint Designer 2010 New task process framework Manage approval process within activity Escalation process(es) Delegation What to do if document is changed Workflows can be packaged for portability Visual workflow designer in SPD Can use as a prototyper for more complex workflows in Visual Studio 2010 Visio 2010 can now also be used as a visual workflow designer

    19. SharePoint Designer 2010 Lets do a simple modification of the document approval workflow in SharePoint Designer 2010

    20. Questions? Comments? Michael Foertsch mfoertsch@idera.com http://www.idera.com/ Twitter: @weneversleep

    21. Session Evaluation Please complete and turn in your Session Evaluation Form so we can improve future events. Presenter: Michael Foertsch Session Name: SharePoint Workflows In A Nutshell

    22. Thanks to our Sponsors

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