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Managing a Workflow Environment

This comprehensive guide delves into SharePoint Workflow management, offering best practices and troubleshooting strategies to enhance user experience. Participants will learn about critical requirements for developers and admins, the importance of utilizing the Windows Workflow Foundation, and how to effectively manage workflows using SharePoint Designer and Visual Studio. The session also includes demos illustrating common pitfalls and best practices for building custom workflows. Join us for an informative Q&A session to clarify your concerns and optimize your workflow environment.

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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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