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MicrosoftOfficial Course

Module 11

Automating Business Processes

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Module Overview

Understanding Workflow in SharePoint 2013

Building Workflows by using Visio 2013 andSharePoint Designer 2013

Developing Workflows in Visual Studio 2012

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Lesson 1: Understanding Workflow in SharePoint2013

Introduction to the SharePoint Workflow Platform

Workflow Associations and Subscriptions

Types of Workflow

Workflow Development

Discussion: Choosing a Suitable DevelopmentApproach

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Introduction to the SharePoint WorkflowPlatform

WindowsAzure

ServiceBus

SharePointServer 2013

SharePoint 2010Workflow Platform

(legacy support)

WorkflowManager 1.0

Workflow ManagerClient 1.0 ServiceApplication Proxy

REST calls

Events

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Workflow Associations and Subscriptions

SharePoint and workflows communicate by using the

Windows Azure publication/subscribe service

Workflow associations:

Bind the definition of a workflow to a scope

Represent a set of subscription rules

Workflow subscriptions:

Enable a workflow to interact with associations

Respond to events from an object

Starting workflows: Manually

Automatically

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Types of Workflow

List workflows

Site workflows

Reusable workflows

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Workflow Development

Visio 2013

SharePoint Designer

Visual Studio 2012

i i Ch i S i bl l

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Discussion: Choosing a Suitable DevelopmentApproach

Review the scenario in the student workbook

Which approach to development would you use ineach scenario and why?

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Lesson 2: Building Workflows by using Visio2013 and SharePoint Designer 2013

Creating Workflows by Using Visio

Creating and Editing Workflows in SharePointDesigner

Publishing Workflows to a Live Site

Using Workflows Demonstration: Creating Workflows in SharePointDesigner

Packaging and Deploying SharePoint DesignerWorkflows

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Creating Workflows by Using Visio

Shapes: Components

Actions

Conditions

Structure of a workflow

Connecting shapes

Validating workflows

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Creating and Editing Workflows in SharePointDesigner

Creating workflows

Using the Visual Designer

Using the text-based designer

Importing workflows

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Publishing Workflows to a Live Site

Workflow settings: Settings

Start options

Publishing workflows: Publishing list workflows

Publishing reusable workflows

Publishing site workflows

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Using Workflows

Starting workflows automatically: Create or change an item in the list or library

Browse to the workflows for any item in the list or libraryto review all in-scope workflows

Review the tasks or history for an individual workflow

Starting workflows manually: Browse to the workflows for a list or library

- OR - Browse to the SITE WORKFLOWS page

Start a new workflow or review running and completedworkflows

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Demonstration: Creating Workflows inSharePoint Designer

In this demonstration, you will see how to:

Create workflows in SharePoint Designer

Publish workflows

Use workflows in SharePoint

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Packaging and Deploying SharePoint DesignerWorkflows

Packaging a workflow: Use the Save a Template feature in SharePoint Designer Creates a WSP file in the Site Assets library

Exporting workflows: Use the Export File feature on the ASSETS tab of the

ribbon

Creates a WSP file on the local computer

Deploying and activating workflows: Use the Upload Solution feature in the SharePoint site

Activate the solution, and then activate the site feature

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Lab A: Building Workflows in Visio 2013 andSharePoint Designer 2013

Exercise 1: Creating Workflows by Using Visio

Exercise 2: Editing Workflows by Using SharePointDesigner

Logon Information Virtual Machine: 20488B-LON-SP-11

User name: CONTOSO\Administrator Password: Pa$$w0rd

Estimated Time: 30 minutes

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Lab Scenario

Contoso produces information leaflets for all of their

pharmaceutical products. The publishing process for theseinformation leaflets consists of several steps. The first draft

is created by a pharmacologist (Paul West) and then

submitted to a copy editor (Danny Levin). If changes are

required, they must be incorporated by the original author

(Paul West). If there are no copy edit changes, the leaflet

can be published by Dominik Dubicki. After the

information leaflet is published, it must be reviewed for

accuracy at least once every 12 months. Your task is to

develop a workflow to automate this process.

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Lesson 3: Developing Workflows in Visual Studio2012

Introduction to Visual Studio Workflows

Adding a Workflow Custom Activity to a Project

Creating the Workflow Logic

Creating the actions4 File

Deploying and Publishing a Workflow Activity

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Introduction to Visual Studio Workflows

Declarative workflows

No custom code

Built on Windows Workflow Foundation 4

Packaged as Features

Workflow templates: Workflow

Workflow Custom Activity

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Adding a Workflow Custom Activity to a Project

Workflow Custom Activity template comprises:

Feature1.feature

.xaml

.action4

Elements.xml

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Creating the Workflow Logic

Using variables, arguments, and imports: Variables

store date during the workflow

Arguments pass data in and out of the workflow

Imports import namespaces into the workflow

Using workflow controls: Add to workflow by using the Toolbox

Configure by using the Properties pane

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Creating the actions4 File

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Deploying and Publishing a Workflow Activity

Deploying a workflow activity: Deploy to the site defined when you created the project Clear the SharePoint Designer cache

Use the workflow activity from the Custom group in theActions list

Publishing a workflow activity: Publish to an alternative site:

Clear the SharePoint Designer cache

Use the workflow activity

Publish to the file system:

Copy the .wsp file to the target server

Upload the solution

Activate the solution

Lab B: Creating Workflow Actions in Visual

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Lab B: Creating Workflow Actions in VisualStudio 2012

Exercise 1: Creating Custom Workflow Actions

Exercise 2: Using a Custom Workflow inSharePoint Designer

Logon Information Virtual Machine: 20488B-LON-SP-11

User name: CONTOSO\Administrator Password: Pa$$w0rd

Estimated Time: 30 minutes

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Lab Scenario

Your colleague, Dominik Dubicki, who is responsible for

publishing the Contoso product information leafletsmentions to you that whenever he publishes a leaflet he

has to use another application to discover the distribution

area for the leaflet. He asks if you can use this application

in your workflow to include the information in his task title.

You decide to develop a workflow custom activity in Visual

Studio to query the distribution web service and outputthe distribution area. You will then incorporate this action

into the existing workflow and add the distribution area to

the task assigned to Dominik.

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Module Review and Takeaways

Review Question(s)