Download - Meeting # 76 Meeting # 76 Welcome to the Minnesota SharePoint User Group March 9 th, 2011 Workflow
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Welcome to the Minnesota SharePoint
User Group
March 9th, 2011
Workflow and Business Process Automation
Phil Jirsa, Veasnar Yem, Raymond Mitchell
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Agenda
• Introductions• Crawl, Walk, and Run• Out of the Box Workflows • SPD Workflows + Visio 2010• Break• Visual Studio Workflows• 3rd Party Options
http://www.sharepointmn.com
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User Group Goal / Objectives
Develop and support a local community focused on Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies• Transfer knowledge within the community• Communicate best practices• Introduce new products / solutions
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Introductions – MNSPUG Sponsors
Avtex (www.avtex.com) • Technology consulting company• Practice area focused on SharePoint
Benchmark Learning (www.benchmarklearning.com)• Training on many technologies
Microsoft (www.microsoft.com)
Wrox Press (www.wrox.com)
http://www.sharepointmn.com
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www.sharepointmn.com
• Website for user group• SharePoint resource documents• SharePoint resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations
• [email protected] www.sharepointmn.com
http://www.sharepointmn.com
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Social Networking• Linked In group – The most interactive… includes job postings…
– http://www.linkedin.com/groups?gid=1878792
• Facebook group– http://www.facebook.com/home.php?#/group.php?gid=27333305456
• Twitter: @MNSPUG and #MNSPUG
http://www.sharepointmn.com
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Upcoming Schedule
• Next Meeting • April 13th 9:00 AM to 11:30 AM• Microsoft’s Bloomington Office• Topic: TBD
Check www.sharepointmn.com for updates!
• Ongoing Schedule• 2nd Wednesday of every month• 9:00 to 11:30 am• Microsoft’s Bloomington Office
http://www.sharepointmn.com
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Local Events
SharePoint Saturday – April 9, 2011Normandale Community College
Schedule, Sessions Details available at:
http://www.sharepointsaturday.org/twincities
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Conferences
Best Practices Conference – Nowishhttp://www.bestpracticesconference.comLa Jolla, CA
SharePoint Connections – March 27-30th, 2011http://www.devconnections.com/conf/default.aspx?s=162Orlando, FL
TechEd, North America – May 16-19th, 2011http://northamerica.msteched.com/Atlanta, GA
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Books
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Quick Intro
• Raymond Mitchell– Senior SharePoint
Consultant– Author– Dad & Packers Fan
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Quick Intro
• Phil Jirsa– SharePoint Consultant– MCTS – WSS and MOSS
Development– Water Ski Fanatic
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Quick Intro
• Vish Yem– SharePoint Consultant– MCTS: WSS and MOSS
Development– Dog owner
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Crawl, Walk, Run…
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Business Process & Workflow
• Replace manual business processes or steps with automated steps and flows
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Business Process & Workflow
Crawl:• Introduce simple list and InfoPath forms• Use out of the box workflows
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Business Process & Workflow
Walk: • Introduce SharePoint Designer workflows• Introduce 3rd Party workflow tools• Use Visio Services to visualize business processes
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Business Process & Workflow
Run: • Develop more robust workflows, .NET workflows, integrated
systems• Custom .NET Actions and Conditions for SharePoint Designer
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Business Process & Workflow
Other Notes:• Don’t attempt to fully automate every step of every business
process. Evaluate which steps are appropriate and stop there. • Take the time to analyze potential ROI from process
automation
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Business Process Automation
• You already have it.• What is the #1 tool?
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Why Workflow?
• One Truth• Flexibility• Auditability
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SharePoint Workflow
• OOB SharePoint• SharePoint Designer + Visio• Visual Studio
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Basic Workflow Capabilities
• Start Workflow Manually or Automatically
• Visibility into Running Workflows• Collection of Historical Workflow
Data– Status of approval, errors,…
• Stop (or Terminate) a Running Workflow
• Tight Integration with Office
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Understanding The Workflow Timeline
• Association– When a workflow is associated with a list– Data can be associated with the workflow
• Initiation– When the workflow is first started on a list item– Data can be associated with the instance of the workflow
• Running– Status page reflects state of the workflow– User primarily interacts via Tasks
• Termination– End an instance of a workflow
• Remove Association
Association Initiation Running Termination Remove Association
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Out of the Box• New Site Level Workflows• Customizable with SharePoint Designer• Visualization with Visio 2010
SharePoint Designer• Parallel Execution Paths• Reusable Workflow• Visualization/Design with Visio• Exportable to Visual Studio
Visual Studio Workflow• Built-in Deployment/Debugging Tools• Workflow Events• Pluggable Workflow Services
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Lists and Libraries
Lists
• Approval• Collect Feedback• Collect Signatures• Disposition Approval
• Three State*• Translation Management
Out of the Box
* SharePoint Foundation
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Out-of-the-Box Workflows
DEMO
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SharePoint Designer 2010• Redesigned for SharePoint 2010• New UI• Only Compatible with SharePoint 2010
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SharePoint Designer 2010• Create Reusable Workflows• Import/Export to Visio• New Workflow Designer Wizard
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SPD + Visio 2010
DEMO
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BREAKSorry… BYO Coffee and Donuts today.
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Custom .NET Workflow
• Bring in the Reinforcements!• You are here because:
– Missing Specific Feature– SharePoint Designer Missing Action– Custom Data or Actions Needed– Existing Windows Workflow Investment– State Machine Workflow Requirement – Expose the Full Power of .NET
• Word of Warning – There is a steep learning curve
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Custom .NET Workflow – The Platform
• Windows Workflow Foundation• Its not just a SharePoint Platform
– Built into .NET 3.0
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Workflow – Platform Implications
• Workflow a Core .NET Feature– Workflow can be ‘hosted’ anywhere– SharePoint was Microsoft’s first host (CRM 4 uses it now
too)
• Custom applications can host it as well• Standardized Format
– XML based file format (XOML)
• Widespread Availability
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Visual Studio
DEMO
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3rd Party Options
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3rd Party Options
• Two major players
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3rd Party Options
• Expand workflows beyond SharePoint Designer• Implement workflow logic without code• Rich visual designer from SharePoint
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K2 blackpoint• Larger installation footprint• Runs outside of SharePoint
– Process Portals– K2 Worklist
• Maintains data within own database– Detailed reporting
• Error handling• SmartObjects• K2 Studio
– Alternate designer
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Nintex
• Small installation footprint• Start in SharePoint, stay in SharePoint• Document assembly and conversion• User Defined Actions (UDA)• Lazy Approval• Workflow change approval
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Nintex
DEMO
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Recap
• Factors to consider– IT Limitations– Requirements– Functionality– Budget
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• Paul Andrew - http://blogs.msdn.com/pandrew/• SharePoint 2010 -
http://sharepoint2010.microsoft.com• SharePoint MSDN -
http://msdn.microsoft.com/en-us/sharepoint/default.aspx
• K2 – http://www.k2.com• Nintex – http://www.nintex.com
References
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Q & A
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Thanks for coming!
http://www.sharepointmn.com