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Building Solutions using the2007 Office System
Workflow Infrastructure
Rames Gantanant
[email protected], Regional Director
Microsoft, MVP
Puumsoft, Director of Business Solutions
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Vision for Windows Workflow
Single workflow technology for Windows Base for Microsoft products and ISV/customer solutions
One technology for human and system workflow
A framework not a server product or application An extensible framework based on Microsoft .NET
Ships as Part of .NET 3.0 (WinFX), which ships in Windows
Make workflow mainstream for .NET developers Strong workflow partner & solution ecosystem
Reach mainstream application developer
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PRESENTATION
ASP.NET
System.Web (2.0)Compilation
ConfigurationHandlersHosting
MailManagement
SecurityUI (2.0)
Util
Presentation Framework
System.Windows (3.0)Annotations
AutomationControlsData
DocumentsInk
InteropNavigationResources
SerializationShapes
ThreadingSystem.Windows.Media (3.0)
3DAnimation
ImagineWindows Forms
System.Windows.Forms (2.0)DesignLayout
VisualStyles
Printing Subsystem
System.Printing (3.0)
GDI+System.Drawing
DesignDrawing2DPrinting
ADO.NET
System.DataCommon
OdbcOleDb
OracleClientSql
SqlClient
ASP.NET Data Management
System.WebCachingProfile
SessionState
XML DataSystem.Xml
SchemaSerialization
XPathXsl
Windows File SystemSystem.Storage (F)
CoreAudio
CalendarContacts
DocumentsImageMedia
MessagesRulesSyncVideo
XPS Documents
System.Windows.Xps (3.0)System.IO.Packaging (3.0)
Speech Integration
System.Speech (3.0)RecognitionSynthesis
Language Integrated Query
System.Query (F)System.Data.DLinq (F)
System.Xml.XLinq (F)System.Expressions (F)
Windows Communications Foundation
System.ServiceModel (3.0)Channels
ConfigurationDiagnosticsIntegration
QueueHelperSystem.ServiceModel.Security(3.0)
ProtocolsTokens
Network Class Library
System.NetCache
Mail (2.0)Network Information (2.0)
Security (2.0)
Sockets
.NET Remoting
System.Runtime.Remoting
ASMX Web Services
System.Web.Services
Identity Management
Microsoft.InfoCards (3.0)
MSMQSystem.Messaging
Directory Services
System.DirectoryServices
DATA COMMUNICATION
FUNDAMENTALS
BASE CLASS
LIBRARIESSystemSystem.CodeDom
System.ComponentModel
System.Diagonostics
System.IO (2.0)
System.Resrouces
System.Text
System.ServiceProcess
System.Threading
System.Timers
System.EnterpriseServices
System.Transactions (2.0)
.NET Remoting
System.Runtime.Remoting
System.TextGeneric (2.0)
System.ReflectionEmail
System.Configuration
System.TextAccessControl
(2.0)
Cryptography (2.0)Permissions
PolicyPrincipal (2.0)
Managed Add-InFramework
System.Addins (F)Contact
Microsoft.Build (2.0)
System.RuntimeCompilerServices
ConstrainedExecution(2.0)InteropServices
HostingSerializationVersioning
ClickOnce Deployment
System.Deployoment (2.0)
WINDOWS VISTA
(2.0) (3.0) - New
(2.0) - Substantially Improved
- Windows Presentation Foundation
(formerly codenamed Avalon)- Windows Communication Foundation
(formerly codenamed Indigo)
- Windows Workflow Foundation
KEY
Windows Workflow Foundation
System.Workflow (3.0)System.Workflow.Activities (3.0)
RulesSystem.Workflow.ComponentModel(3.0)CompilerDesigner
SerializationSystem.Workflow.Runtime (3.0)
HostingMessaging
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Workflow Ecosystem
SharePoint Services
WF WebService
HistoryList
Reporting& Admin
SourceList
TaskList
Initiation andparameter settingAd-hocCustomization
(Forward/Delegate)Task Completion
Authoring Apps
Browser UI
AdministrationReporting/StatusInitiation
Parameter settingAd-hoc Customization(Forward/Delegate)Task Notificationand Completion
Outlook
TaskNotificationTaskCompletion
SharePoint Designer
Wizard-basedauthoringForms integrationApplicationdeployment
Access
Initiation andparameter settingTask CompletionReporting
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Structured
Ad
Hoc
Microsoft Visual Studioand workflow SDK
Office SharePointDesigner workflows
Out-of-the-BoxSolutions(with customization)
Routing & ApprovalReview
ApprovalSignature collection
Office Server FeaturesList Moderation
Publishing ProcessDocument Expiration
Document ProcessesSpec Review
Weekly Status Report
Custom Form ActionsEmail Notification
Exception Handling
Purchase OrderProcessing
Workflow Scenarios
Product lifecyclemanagement
LOBApplications
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Windows Workflow FoundationKey Concepts
Workflows are a set of activitiesActivities are the building blocks
Workflows run within a Host Process:Any application or server
Developers can build their own
Custom Activity LibrariesComponents
Base Activity Library: Out-of-boxactivities and base for custom activities
Runtime Engine: Workflow execution
and state managementRuntime Services: Hosting flexibilityand communication
Visual Designer: Graphicaland code-based construction Host Process
WindowsWorkflow Foundation
Runtime Engine
A Workflow
An Activity
Runtime Services
Base Activity Library
Custom Activity Library
Visual Designer
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Type of workflow
(Activities)
Example activities.
Like a flowchart.
2 workflow
Or a state diagram.
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Workflow Software Challenges
Orders are confirmed in
48 hours and shippedwithin 30 days
Most suppliers
confirm our orders butsome forget and we
need to followup
What is the status ofthis order and what is
the next step?
Long Running and Stateful
Workflows runfor up to 30days and must maintain
state throughout
Flexible Control Flow
Flexibility for people tooverride or skip steps in
the workflow
Transparency
Rendering runtime statewithin a visualization of the
workflow control flow
Real World Behavior Software Challenges
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Workflow Authoring ToolsSharePoint Designer (Web
Designer)
ActivitiesRe-use OOB/deployed activities
FormsAuto-generated Forms
-ASPX
DeploymentWorkflow authored live against
serverRuntime compilation
Development ModelWizard-based workflow designer
Visual Studio (Pro-Dev)
ActivitiesRe-use OOB/deployed activitiesCan author new activities
FormsDesigned Forms
-InfoPath-ASPX
DeploymentSolutions package generatedBox administrator installable
Development ModelVisual workflow designer
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Workflow Authoring Modes
.NET assembly
ctor defines
workflow
Markup Only
Declarative
XAML
Markup and
Code
C#/VB
Code Only Application
Generated
XAML C#/VB
XML defines
workflow structure
logic and data flow
XML defines
workflow
Code-besidedefines extra logic
Code creates
workflow
in constructor XAML C#/VB
App creates activity
tree and serializes
Workflow Compiler
wfc.exe
C#/VB Compiler
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Workflow
Designer
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Building a simple workflow
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Windows SharePoint Services
Windows Server 2003
Windows SharePoint Services
Site 1 Site 2
Web Browser
Internet Information Services
Site N
Microsoft Office
Applications
DocumentLibrary 1
List 1
Item A
Item B
Item C
. . .
List N
Item A
Item B
Item C
. . .
. . .
DocumentLibrary N
. . .
DocumentLibrary 1
List 1
Item A
Item B
Item C
. . .
List N
Item A
Item B
Item C
. . .
. . .
DocumentLibrary N
. . .SQL Server
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Workflow and Windows SharePoint Services 3.0
Windows Server 2003
Windows SharePoint Services
Site 1 Site 2
Web Browser
Site N
Microsoft OfficeApplications
SQL Server
WF Runtime Engine
Internet Information Services
Workflow Instances
List
Item A
Item B
Item C
. . .
Associations
Workflow
Templates
DocumentLibrary
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Development Steps 2 Choices:
Model workflow in Microsoft Visual Studio
Model workflow in Office SharePoint Designer 2007
Create and bind Microsoft Office InfoPath 2007or ASPX forms
Deploy to Windows SharePoint Services
Debug the running workflow
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Create and Bind InfoPath FormsTypes in Workflows Association form
User adds workflow to a list
For setting options on WF
Initiation form
For manual workflow start
Collects workflow
parameters
Task completion form
A user to edit a task fromWF
User edits or enters data
Modification form
Linked off WF status page
Can modify in-flight WF
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Building a Custom Workflow
with Visual Studio
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Sharepoint Project Template
If Sharepoint project template does not show inVS2005..
Open a Microsoft Visual Studio 2005 (VS)Command Prompt.
Run devenv.exe /setup. The templates should beinstalled to %Program Files%\Microsoft Visual Studio
8\Common7\IDE\ProjectTemplates\CSharp orVisualBasic under the SharePoint folder
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Activities in VS2005 Toolbox
If Sharepoint activities do not show in your toolbox
To load activities into the VS Toolbox: In workflow design mode, right click in the Toolbox. Select
Choose Items.
In the activities tab, browse for the dll at%programfiles%/Common Files/Microsoft Shared/web serverextensions/12/ISAPI/Microsoft.SharePoint.WorkflowActions.dll.
(optional) By default, all activities here are selected. You candeselect activities that you do not wish to see.
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Deploy to SharePoint Server
Generate key pairs
Compile workflow as a strong-named assembly Generate Metadata files
Feature.XML
Workflow.XML
Install/activate the feature IISReset
Associate workflow to the list/library
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Code Snippet Manager
If the code snippets are not showing up in Visual
Studio, go to Tools->Code Snippets Manager orCTRL+K CTRL+B, change the language to XML,and add %Program Files%\Microsoft VisualStudio 8\Xml\1033\Snippets\Windows
SharePoint Services Workflow to yoursnippets.
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Debug the Running Workflow
Visual Studio running on server machine
Open the workflow in Visual Studio Attach to all of the W3WP Processes
Start the workflow
WSS log file: C:\Program Files\Common
Files\Microsoft Shared\web serverextensions\12\LOGS
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Deploying and Testing a
Custom Workflow
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Developing Advanced
Workflow
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Collect Feedback Workflow
Start the workflow Collect Feedback
Feedback Received
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Making a Technology Choice VS2005 Designer for Windows
Workflow Foundation
Code-behind file enables
developer to write customMicrosoft Visual C# orMicrosoft Visual Basic code toexpress business logic
Can author custom activities
for inclusion in workflows Visual Studio debugging
available
Can author both sequentialand state workflows
Office SharePoint Designer
No code behind; workflow
rules file declarativelyencapsulates business logicinstead
Must use activities provided
No step-by-step debuggingavailable
Can author only sequentialworkflows
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Resources Download the Microsoft .NET Framework 3.0 http://www.microsoft.com/downloads/details.aspx?familyid=10CC340B-F857-
4A14-83F5-25634C3BF043&displaylang=en Download the Microsoft VS 2005 Extensions for WWF http://www.microsoft.com/downloads/details.aspx?familyid=5D61409E-1FA3-
48CF-8023-E8F38E709BA6&displaylang=en
Download the Microsoft Windows SDK Kit for Windows Vista and .NETFramework 3.0 Runtime Components
http://www.microsoft.com/downloads/details.aspx?familyid=7614FE22-8A64-4DFB-AA0C-DB53035F40A0&displaylang=en
Download the Windows SharePoint Services 3.0 http://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-
4CA2-B454-8DC2CAF93951&displaylang=en
Download the Windows SharePoint Services 3.0 SDK http://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-
4ca3-a2a0-7d4319980011&DisplayLang=en Download samples, tools, and runtime service components http://wf.netfx3.com/
http://www.microsoft.com/downloads/details.aspx?familyid=10CC340B-F857-4A14-83F5-25634C3BF043&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=10CC340B-F857-4A14-83F5-25634C3BF043&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=5D61409E-1FA3-48CF-8023-E8F38E709BA6&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=5D61409E-1FA3-48CF-8023-E8F38E709BA6&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=7614FE22-8A64-4DFB-AA0C-DB53035F40A0&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=7614FE22-8A64-4DFB-AA0C-DB53035F40A0&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://wf.netfx3.com/http://wf.netfx3.com/http://wf.netfx3.com/http://wf.netfx3.com/http://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?FamilyID=1c64af62-c2e9-4ca3-a2a0-7d4319980011&DisplayLang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid=D51730B5-48FC-4CA2-B454-8DC2CAF93951&displaylang=enhttp://www.microsoft.com/downloads/details.aspx?familyid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2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should notbe interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
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