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Managing a Workflow Environment

Managing a Workflow Environment. David Mann MOSS MVP www.mannsoftware.com/blog. Agenda. SharePoint Workflow Overview Best Practices and Recommendations Troubleshooting Workflows Demo : When Things Go Wrong Managing Workflows Demo : Workflow Management Q&A Wrap Up. Door Points.

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Managing a Workflow Environment

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  1. Managing a Workflow Environment David Mann MOSS MVP www.mannsoftware.com/blog

  2. Agenda • SharePoint Workflow Overview • Best Practices and Recommendations • Troubleshooting Workflows • Demo: When Things Go Wrong • Managing Workflows • Demo: Workflow Management • Q&A • Wrap Up

  3. Door Points • Requirements for Developers • Requirements for Admins • Tools and Information Available • Best Practices

  4. SharePoint Workflow in 90 seconds • Built on Windows Workflow Foundation • People, Document/Item/Form and Task centric • MOSS: 5 samples • WSS: 1 sample • Custom workflows built with SharePoint Designer or Visual Studio • Can create custom components to extend workflow environment

  5. SharePoint Workflow in 90 seconds • SharePoint Workflows must be attached to a List or DocLib • Custom Workflow built from Components: • Visual Studio: Activities • SharePoint Designer: Actions • SharePoint Designer: Conditions

  6. Workflow Components • Activities • Building Blocks of all Workflows • 50+ Out of the Box • Visual Studio Workflows only • Actions and Conditions • Extended Activities • 32 Out of the Box • SharePoint Designer only

  7. Deploying Custom Components • Features and Solutions • Assemblies –> GAC • Register Conditions and Actions • .Actions File • Web.config Entries

  8. Building a Custom Workflow • Declarative • Build and Deploy via SharePoint Designer • Wizard-like interface • Code • Build a Template: Visual Studio • Deploy a Template: Features/Solutions

  9. Associating a Workflow • Makes Workflow available on a particular List or Library • No-Code Workflow – not necessary • Code Workflow – programmatic or manual

  10. Best Practices/Requirements • Administrators • Features and Solutions • GAC Deploy • Code Reviews • Security Reviews • Monitor Environment

  11. Best Practices / Requirements • Developers • Logging • Defensive Coding • Verify Before Use • MethodInvoking • State Machine • Prevention • Event Receivers • Fault Handlers • Cancellation Handlers • Custom Status • http://www.mannsoftware.com/Blog/?p=114

  12. Recommendations • State Machines whenever possible • Be aware of the strengths and weaknesses of SharePoint Designer for workflows before you start using it • Use the Rules Engine whenever possible

  13. Best Practices for Components • Use Validator class

  14. Troubleshooting Workflow

  15. Troubleshooting Workflow • ULS Logs • Workflow Reports • Event Logs

  16. Workflow Reports • MOSS Only

  17. Demo: When Things Go Wrong

  18. Managing Workflows

  19. Workflow Security • Declarative workflows – run as System Account • Default Actions run with “user” permissions • Code workflows – run as System Account

  20. Managing Workflows • Determining which workflows are running • Starting and stopping workflows • Collecting workflow info

  21. Demo: Workflow Management

  22. Wrap Up • Thanks for Coming! • Please remember to fill out your evals! • Material will be posted on my blog/CodePlex • Blog: www.MannSoftware.com/blog

  23. Q&A

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