sharepoint 2013 workflow ups and downs

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Workflows 2013 Ups and Downs #SPSSTHLM10 Bernd Rickenberg (@bernd.rickenberg) Pointwork January 25 th , 2014 SharePoint Saturday Stockholm

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Do you want to use declarative, scalable and robust workflows? Do you want to get rid of 3rd party workflow products in your SharePoint farm? Do you want to have visual designer support and easy extensibility? Do you want to be able to deploy the same workflows automatically to all staging environments? SharePoint 2013 workflows is one of the most exciting new features in SharePoint and provides all these features. One serious limitation is the somewhat un-polished state of the current user, developer and administrator experience. This session will walk you safely through this feature set from beginning to the end and enable you to use SharePoint 2013 workflows today. You will see some good and easy scenarios on how to install the workflow infrastructure, how to create, deploy and maintain workflows. While doing so you will get to know lots of tricky details from hard-learned real-life experience with the product. You will learn about the common pitfalls and errors when installing the workflow infrastructure, show you how to automate, trouble-shoot, reconfigure, develop, maintain and deploy workflows. All workflow examples are created in SharePoint Designer and PowerShell is used to automate infrastructure setup and workflow deployment. As opposed to SharePoint 2010 workflows the new workflow infrastructure, Workflow Manager, is detached from the product and must be installed separately. This gives you the option to host the workflow engine on isolated servers (one or more) and hence provides a great deal of flexibility. This setup requires Workflow Manager Client, IIS web server, Workflow Manger and Service Bus installation accompanied with a couple of SQL server databases. UI configuration tools as well as a PowerShell snap-in are provided by Microsoft. The communication from workflows to SharePoint relies on the SharePoint REST API. Workflow designers must have a good understanding of REST services and JSON to use the capabilities fully. I used this slide deck for my presentation during the SharePoint Saturday 2014 in Stockholm (25th January 2014).

TRANSCRIPT

Page 1: SharePoint 2013 Workflow Ups and Downs

Workflows 2013 Ups and Downs

#SPSSTHLM10Bernd Rickenberg (@bernd.rickenberg)PointworkJanuary 25th, 2014

SharePoint Saturday

Stockholm

Page 2: SharePoint 2013 Workflow Ups and Downs

Thanks to our sponsors!

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Page 3: SharePoint 2013 Workflow Ups and Downs

Agenda Architecture Overview Installing the Infrastructure Creating Workflows Deploying Workflows Nintex vs. Microsoft References

Page 4: SharePoint 2013 Workflow Ups and Downs

Architecture Overview

Source: Microsoft 16-07-2012http://msdn.microsoft.com/en-us/library/office/jj163177.aspx

Page 5: SharePoint 2013 Workflow Ups and Downs

Agenda Architecture Overview Installing the Infrastructure Creating Workflows Deploying Workflows Nintex vs. Microsoft References

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Installing the Infrastructure

App Management SA User Profile SA Workflow Client on all

servers

• Single server, on-premise

• One account: Current login, SharePoint application pool and Workflow Manager

• SharePoint 2013 with December CU

• WFM 1.0 CU 1 and Service Bus 1.0 CU1

Prerequisites (SharePoint)

DEV Environment

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Installing the Infrastructure Install binaries with WebPI Deploy service bus and workflow manager farm

Connect SharePoint to workflow manager farm

Page 8: SharePoint 2013 Workflow Ups and Downs

Demo

Installing the Infrastructure

Page 9: SharePoint 2013 Workflow Ups and Downs

Agenda Architecture Overview Installing the Infrastructure Creating Workflows Deploying Workflows Nintex vs. Microsoft References

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Creating Workflows

Visual Studio SharePoint Designer Visio Fiddler for debugging

Tools SharePoint Designer VersionsVersion Issue

RTM Call web service action does not keep values

15.0.4433.1506KB2752031, 11-12-2012

Ok

15.0.4454.1000KB2767858, 12-02-2013

Ok

15.0.4535.1507KB2768006, 08-10-2013

Error when switching to Visio view

15.0.4551.1003KB2837633, 10-12-2013

Visio export not working

Page 11: SharePoint 2013 Workflow Ups and Downs

Demo

Creating Workflows

Page 12: SharePoint 2013 Workflow Ups and Downs

Agenda Architecture Overview Installing the Infrastructure Creating Workflows Deploying Workflows Nintex vs. Microsoft References

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Deploying Workflows

List Site Reusable

• Visio export/import• WSP• Server Side API• Client Side APIs: JSOM,

CSOM• PowerShell with

custom CSOM tool

Workflow Types Deployment Options

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Demo

Deploying Workflows

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Agenda Architecture Overview Installing the Infrastructure Creating Workflows Deploying Workflows Nintex vs. Microsoft References

Page 16: SharePoint 2013 Workflow Ups and Downs

Nintex vs. Microsoft (On-Premise)

Nintex 2013 Azure Workflows

Activities 100+1 36

Custom activities

Yes Yes

Workflow Engine

WF 3.5 WF 4.5

Visual Designer Yes Yes

Deployment NWF XAML

Requires developer skills

Depends Still

Notes:1 – Plus Nintex Live: Amazon EC2, Bing, Dropbox, Exchange, Google, Yammer, …

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Nintex vs. Microsoft (SharePoint Online)

Nintex 2013 Azure Workflows

Activities 361 36

Custom activities

No No

Workflow Engine

WF 4.5 WF 4.5

Visual Designer Yes Yes

Deployment XAML XAML

Requires developer skills

Depends Still

Notes:1 – Plus Nintex Live: Amazon EC2, Bing, Dropbox, Exchange, Google, Yammer, …

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Agenda Architecture Overview Installing the Infrastructure Creating Workflows Deploying Workflows Nintex vs. Microsoft References

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References Installing Workflows (all HTTPS)

http://www.harbar.net/archive/2013/07/26/Article-Workflow-Manager-Farms-for-SharePoint-2013-Part-One-Core.aspx

Debugging Workflowshttp://msdn.microsoft.com/en-us/library/dn508412.aspx

OAuth Tokenshttp://blogs.msdn.com/b/kaevans/archive/2013/04/05/inside-sharepoint-2013-oauth-context-tokens.aspx http://blogs.msdn.com/b/kaevans/archive/2013/08/25/creating-a-fiddler-extension-for-sharepoint-2013-app-tokens.aspx

Dynamic Valueshttp://msdn.microsoft.com/en-us/library/windowsazure/jj193441(v=azure.10).aspx

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...and visit our sponsors who made this day possible!

Thank you!

Please rate this session...

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Appendix: Known Issues SharePoint 2013 workflows do not appear in the dropdown in SharePoint

designer and the 'Workflow Service Application Proxy' is connectedSolution: The service connection for the current web application to the 'Workflow Service Application Proxy' is missing

Installation fails when adding the workflow host with 'Could not successfully create management Service Bus entity 'WF_Management/WFTOPIC'…'Solution: This usually happens when you are not running the installation with workflow runas account

When running a workflow in SharePoint you get the error message when trying to get a list from client.svc: 'Unauthorized access. Invalid JWT token. Could not resolve issuer token.' Solution: This typically happens when you reinstalled a Workflow Manager farm with HTTP front-end. Use register the workflow farm using the HTTPS endpoint instead

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Appendix: Known Issues Workflows do not work after content database was replicated from an

other SharePoint farm (e.g. from production to test)Solution: Re-publish all workflows

Workflows do not work on a blank team site (STS#1)Solution: Use a standard team site (STS#0)

Running a workflow in SharePoint you get unauthorized access errorsSolution 1: You are logged on with the system account. Activate the site feature 'Workflows can use app permissions' Solution 2: You are logged on with a user account. Create a user profile for the user

Register-SPWorkflowService fails: Failed to query the OAuth S2S metadata endpoint at URI 'http://demo2/_layouts/15/metadata/json/1‘Solution: Use the –AllowOAuthHttp switch

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Appendix: Remove WF Farm Leave the workflow farm via 'Workflow Manager Configuration' tool Uninstall Cumulative Update for Workflow manager 1.0, Cumulative Update for Service

Bus 1.0 (from add/remove programs – view installed updates) Then uninstall workflow manager, service bus and windows fabric via add/remove

programs (from add/remove programs) Manually delete all six databases (only if all prior steps have succeeded). If you delete the

databases before that you must also manually delete the registry key HKLM\Software\Microsoft\Service Bus

Manually delete the folder c:\program files\workflow manager (if still there) Manually delete the remaining windows services (if still there)

sc delete "Service Bus Message Broker"sc delete "Service Bus Gateway"sc delete "Workflow Manager Backend"sc delete "Windows Fabric Host Service"

Delete all instances of the Workflow Service Application Proxy from the SharePoint farm