penny coventry auto-bp-spsbe31
DESCRIPTION
In this session using Visio 2010 and SharePoint Designer, Penny explores the options available when automating business process in the cloud with SharePoint Online (Office 365), and how such processes can be extended using Visual Studio 2010.TRANSCRIPT
Penny Coventry
Automating Business Processes
Using SharePoint Online
#SPSBE
#SPSBE31
About me
• Independent Consultant
• Author/Co-author 10 SharePoint Books
• Trainer
• Worked with SharePoint since 2001
• Based in UK, work Europe & US
• Microsoft MVP SharePoint Server
• Blogs/Web Site
• http://www.sharepointdesignerstepbystep.com/
• Twitter: @pjcov
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CONTENT
• Office 365 / SharePoint Online Overview
• SharePoint Online Workflows
• Creating Declarative Workflows with SharePoint Designer 2010
• Extending workflow with Visual Studio 2010
• Summary
• Resources
OFFICE 365 / SHAREPOINT ONLINE OVERVIEW
• Office 365 – Cloud based subscription service
• SharePoint Online • Hosted in Cloud (Software as a Service – SaaS)
• Hosted in multiple Microsoft datacentres
• Financially backed - 99.9 % Guaranteed Uptime
Search
SHAREPOINT ONLINE &
SHAREPOINT SERVER
Sites &
Communities
Content
Management
Business
Intelligence &
Composite
Applications
P AND E PLANS
• Office 365 Service Updates
• community.office365.com/en-
us/w/office_365_service_updates/default.aspx
• SharePoint Online Developer Feature Availability
Matrix
• msdn.microsoft.com/en-us/library/gg271151.aspx
WORKFLOW DISCOVERY
• Based on SharePoint Server 2010
• Activated by Site Collection Features
• Site Settings – Site Administration - Workflow
P PLAN WORKFLOWS (APRIL 2012)
• One Site Collection
• Built-in workflows & customization through SharePoint Designer - Subsites Only
• Only Three-State Workflow Activated
• Can See Other Workflow Templates
• No Site Collection Features to Activate them
• Not all Actions/Conditions can be used in SPD – Feature not activated
E3 PLAN (APRIL 2012)
• Multiple Site Collections
• Private
• Public
• Workflows
• Workflow Templates Activated
• Depends on Site Template
• Site Collection Features
• Workflow
• SharePoint 2007 Workflows
• Publishing approval Workflow
Demo
Discovery Workflows in SharePoint Online
SHAREPOINT DESIGNER ONLINE WORKFLOWS
• Same as on-premise installations
• Create workflows in Visio 2010 Premium
• Use SharePoint Workflow Template
• Flowchart shapes hard-code into Visio
• Export to SharePoint Designer 2010
• Complete Workflow Definition in SharePoint Designer 2010
• List, Site, Reusable, Globally Reusable workflows
• Initiation and Association Forms – InfoPath Services
• Need InfoPath 2010 Designer to customize forms
CHANGE MANAGEMENT
• Change Request
• Technical Review
• Change Control Board
• Research Needed
Demo
Reusing Workflows
EXTENDING WORKFLOWS IN SPO
• User Defined / Declarative Workflow
• Sandbox Solutions
LIMITATIONS OF USER DEFINED / DECLARATIVE
WORKFLOWS
• Can be created using SPD & Visual Studio
• Non Compiled Initially
• Performance impact on First Run – Thereafter non existence
• Harder to program if not generated by tool
• State workflow limited to Task related actions
• Workflows can be developed and tested rapidly
KEY SANDBOX LIMITATIONS
• No access to the file system
• Code restrictions:
• GAC deployment prohibited
• Restricted set of allowed assemblies
• No server side external calls
• No Web Application/Farm scoped functions
• No full-trust proxy allowed SPO standard
• http://www.wictorwilen.se/Post/Understanding-the-SharePoint-2010-Sandbox-limitations.aspx
• http://msdn.microsoft.com/en-us/library/ff798382.aspx
SANDBOX RESOURCE QUOTA
• Processor Cycles
• Database Queries
• Other Resource Usage
• Solution Blocked
• Unhandled Exceptions
• Long-running processes
SANDBOXED WORKFLOW SOLUTION
IMPLICATIONS
• Declarative Workflows
• Sandboxed Custom Actions
• Site / Web Scoped Features
• Offload logic to External System
• http://blogs.msdn.com/b/steve_fox/archive/2011/11/1
2/leveraging-wcf-services-to-connect-bcs-with-
sharepoint-online.aspx
SANDBOX SOLUTION DEVELOPMENT
• Create / Test on-prem
• Create SPO Test Site
Collection (E Plan)
• Deploy / Activate
Solution Gallery
DEMO
Visual Studio Custom Workflow Actions
Creating Sandbox Solution and Deploying in SPO
SUMMARY
• Prototype in Visio 2010 Premium
• Create and Test in SPD 2010 in Development
(on-premise) environment
• Develop Custom Actions in VS 2010
• Save Reusable Workflows as Templates
• SPO Upload .wsp into Solutions Gallery
RESOURCES • Office 365 Trial
• http://www.microsoft.com/en-gb/office365/online-software.aspx
• SharePoint Online General Reference
• http://msdn.microsoft.com/en-us/library/gg271151.aspx
• Office Online for Office 365 Developer Guide
• http://www.microsoft.com/download/en/details.aspx?id=17069
• Office 365 Developer Training
• Additional Resources – Training Courses http://msdn.microsoft.com/en-us/library/gg271151.aspx
• Kit - June 2011 Update http://www.microsoft.com/download/en/details.aspx?id=14889
• Visual Studio 2010 SharePoint Power Tools
• http://visualstudiogallery.msdn.microsoft.com/8e602a8c-6714-4549-9e95-f3700344b0d9
• Office 365 Sandbox FxCop Rules http://o365fxcoprules.codeplex.com/
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