penny coventry auto-bp-spsbe31
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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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