endava @ codecamp cluj - sharepoint 2010 for business needs by levente veres
TRANSCRIPT
SharePoint 2010 for business needs? How to create easily Workflows and
present with Visio in SharePoint 2010
Levente Veres23.03.2012
IN YOUR ZONE
About Me
What I do :• System & Business analystPast:• Solution Consultant• Business Process Management• IT Manager, PM, Developer• System administrator
Hobby:• I like to be Scrum Master, I like Kanban• Reading and apply: Leadership skills, Motivational approaches, Innovations• Continuous learning
“Remember, the greatest enemy of learning is knowing. And the goal of all learning is action, not knowledge.”
John Maxwell
Don't tell people how to do things, tell them what to do and let them surprise you with their results.
George S. Patton
• See the problem.
•Overview SharePoint 2010
• SharePoint Designer 2010 & WF
•Alternatives
• See in the action …
• KISS
Agenda
3
4IN YOUR ZONE
The Story
O n c e u p o n a ti m e …
happily until their …
A Business Man dream:
“I want to travel with my family from Cluj-Napoca to Roma, to relax in Toscana some day, drink a Bootle vine near Garda Lake …”
5IN YOUR ZONE
The Story
. . a n d i t h a p p e n s …
The Tech Man ….
“I have the solution, you need the big, the number one, the special one, the ….”
6IN YOUR ZONE
The Story
… t h i c k e t t o t h e …
7IN YOUR ZONE
The Story
. . B u t t h e t e c h m a n d o n ’ t l i s t e n …
The business man ….
“Yes I can buy a ticket for a plane but I would like to see more countries, cities and I what to travel now like in my youth, so the SOLUTION is … ?”
8IN YOUR ZONE
The Story
. . . N e w i d e a o f t e c h m a n …
The SOLUTION =
TRAIN =
Speed, Luxury, Travel
9IN YOUR ZONE
The Story
. . . W h e n t h e b o s s i s a b o s s …
"You don't understand. I want to be
surprised...astonish me, sport, new info, don't care
where or how you get it, just get it..."
10IN YOUR ZONE
The Story
W h a t i s t h e S o l u ti o n ? ? ?
"Show Me the Money."
11IN YOUR ZONE
The Story
T h e p o s s i b l e s o l u ti o n …
“There is no real ending. It’s just the place where you stop the story.” Frank Herbert
12IN YOUR ZONE
Sharepoint Server 2010
13IN YOUR ZONE
SharePoint Server 2010 Architecture
14IN YOUR ZONE
Today we speak about
NOT about a programmatically created Workflows
About SharePoint Workflows
About SharePoint 2010 Designer
Visio workflows
15IN YOUR ZONE
Workflow tools usage cycle
Other installable packages…
Tool
s us
age
com
plex
ityU
ser knowledge requirem
ents
16IN YOUR ZONE
Workflow authoring, deployment, and initiation process
SharePoint is a Collaboration Platform
Human or system Interaction
Flows, Process always changing = adaptation
Workflows = Management
17IN YOUR ZONE
Workflows in Sharepoint 2010
Sequential & state machine
Declarative and compiled
Workflow templates
Workflow associations
Custom solutions
Sequential
State machine
18IN YOUR ZONE
Reusable workflows
• Not tightly coupled to specific lists
• Associated with lists or content types
• Association columns• Promotable to “globally”
reusable• Out-of-box workflows work this
way now
Declarative Workflows
Performance improvements*
InfoPath forms for association, activation, tasks
Reusable workflows
• Content types
• Association columns
• Promotable to “globally” reusable
• Out-of-box workflows work this way now
Site workflows*
Workflows on document sets*
Impersonation steps*
Export to Visual Studio
19IN YOUR ZONE
Workflows solutions
Out-of-Box Workflows
• Ready to use• Common
approval scenarios
Out-of-Box Customization
• Association and initiation settings
• Modify logic in SharePoint Designer
• Design forms in InfoPath
Custom Declarative
• Start from scratch or from existing
• New actions• Task process
framework• More types of
workflows
Custom Activities
• Encapsulate custom code in new action
• Deploy in full or partial trust (as user code)
Custom Non-Declarative
• Import solution into Visual Studio
• Advanced modeling
• Hook up workflow to events
Incr
easi
ng F
uncti
onal
ity
Browser Visual StudioSharePoint Designer
20IN YOUR ZONE
Workflows Designer vs Visual StudioCapability/Requirement SharePoint
DesignerWF Workflow Designer in
Visual Studio
Workflows can be created using only actions that are approved by site administrators?
Yes No
Workflows are accessible in client applications (other than the browser)?
Yes Yes
Can use Microsoft Visio Professional to create workflow logic? Yes No
Need to write code? No Yes
Additional activities (other than those provided by SharePoint Server) are provided?
No Yes
Can create custom activities? No Yes
InfoPath forms can be used in the workflow? Yes Yes
Workflow can be modified while it is running? No Yes
One-click publishing of workflows? Yes Yes
Workflows can be deployed remotely? Yes No
Can be made available across the farm? No Yes
Can be scoped to a site collection? Yes Yes
http://technet.microsoft.com/en-us/sharepoint/ff819861
21IN YOUR ZONE
Workflows in Sharepoint 2010 - Difference
WORKFLOW CUSTOMIZATION IN SHAREPOINT WORKFLOW CUSTOMIZATION IN SHAREPOINT DESIGNER•Specify the workflow name•Specify the associated Task list and History list•Allow the workflow to start automatically when new items are created•Allow the workflow to start automatically when items are changed•Allow the workflow to be manually started and optionally, require Manage Lists Permissions•Make the workflow approve publishing a major version of an item•Specify the approvers for the workflow•Specify the order of approval: serial or parallel•Add approval stages•Expand groups and assign tasks to each member•Specify the message in the workflow•Specify due date for all tasks•Specify duration per task and duration units: days, weeks, or months•Add users to carbon copy (CC) field•End workflow on first rejection•End workflow if document changes•Enable content approval on the workflow
•Specify workflow name, description, and owner•Enable visualizations on workflow status page•Disable automatic workflow start when new items are created•Disable automatic workflow start when items are changed•Disable manual start of workflows•Add and remove fields on the task completion form•Customize appearance and behaviour of all workflow forms: association, initiation, and task•Specify that only task recipients and process owners can read and edit tasks•Allow reassignment of tasks•Allow change requests of tasks•Change task outcome buttons, like approve and reject•Change the parameters in the association and initiation forms•Add and customize local variables used in the workflow•Change the completion conditions for the workflow•Customize each stage of the individual task – when it's assigned, pending, expires, deleted, and completes•Customize each stage of the overall task process: when it starts, running, cancelled, and completed•Add more workflow functionality above and around the approval process to integrate it into existing workflows.•Create copies of the workflow to customize.•Save the custom workflow as a template.•Publish the workflow globally so that it is available to all sites in the site collection.
http://office.microsoft.com/en-us/sharepoint-designer-help/understand-approval-workflows-in-sharepoint-2010-HA101857172.aspx
22IN YOUR ZONE
Flow through the SharePoint development tools
Application Lifecycle Management in SharePoint 2010
23IN YOUR ZONE
Workflow architecture in SharePoint
Witch version of .NET is supported for workflows in SharePoint 2010?
.NET 3.5 Framework
Document Set
24IN YOUR ZONE
SharePoint Visio Services
• Browser based diagramsSharing
• Live editing and rendering of Visio documentsLiving Diagrams
• Interaction with other web parts and information.Context Aware Facilitate
Human Process
Empower information
workers
Empower organization
25IN YOUR ZONE
SharePoint Visio Services
• Big design interface improvements• Full screen, more available context data, import/export, nested logic• It’s what we’ve been using for all of the demos so far
SharePoint Designer 2010
• Allow business analysts to design workflows• Provide graphical workflow status (Visio Services)Visio 2010
26IN YOUR ZONE
SharePoint Visio Services
27IN YOUR ZONE
Visio Example process
28IN YOUR ZONE
Visio inside SharePoint example
29IN YOUR ZONE
Action
Story: Project Management Board
Use the Designer
Dashboard & Workflow with Visio
Import / Export
30IN YOUR ZONE
Why optimize the Workflow creation?Gartner BPM Summit (Business Process Management)
Which of the following BUSINESS PRIORITIES are driving your investments
in and development of Business Process Management? 75% answered cost savings
What are the biggest obstacles preventing you from improving processes?
56% answered lack of resources
“ fully two-thirds (66%) of BPM projects are funded by line of business, not by IT.”
31IN YOUR ZONE
Lessons learning …
Keep it simple, Stupid! By Kelly Johnson
32IN YOUR ZONE
“Everything should be made as simple as possible, but not simpler“ Albert Einstein
"Simplicity is the ultimate sophistication“ Leonardo
"Less is more“ Mies Van Der Rohe
“Life is really simple, but we insist on making it complicated. ” Confucius
(Kelly Johnson)
33IN YOUR ZONE
The End
Levente Veres | System Analyst [email protected]: [email protected]: @bergermanus LinkedIn: http://ro.linkedin.com/pub/veres-levente/2/b40/56
thank you