building advanced project server workflows with nintex workflow for project server
DESCRIPTION
Building advanced Project Server workflows with Nintex Workflow for Project Server as presented at the Microsoft Project Conference in Phoenix, AZ in March 2012TRANSCRIPT
Building advanced Project Server workflows with Nintex Workflow for Project ServerAlexander BurtonNintex@alexanderb
Mark McDermottNintex@nintexmark
#PC332
Agenda
Tips & tricks
Project workspaces Event driven Real world scenarios
Demand management
Who is ?
Leader in SharePoint Workflow 5 Million+ Licensed Users 3000+ Customers 500+ Partners 90+ Countries 18+ Languages
Easy to use
Easy to draw
Easy to deploy
Easy to govern
Easy to design
Easy to extend
Easy to monitorEasy to secure
Easy to understand
Users Developers IT
The stack
Nintex Workflow for Project Server 2010
SharePoint Server 2010
Project Server 2010
Demand management
Nintex Workflow 2010
Event driven Project workspaces
Demand management
Demand management workflows What is demand management?
Project lifecycle, not just demand Key driver for upgrades
Complexity of implementation Demand management is complex in nature Specialist skill requirements
Typical requirements for demand management
Simple
Sequential process Implementation of
Business rules Approval / Rejection Notifications Interact with Project
Properties
Advanced
Complex looping Multiple outcome
approvals Read schedule data Pull & Push information
from other systems Skip to Stage Change owner
An example
Determine PMProposal Assign PMPMO review
Business Unit review
End
Demand management
demo
What we saw..
State machineBuild non sequential workflows
Flexi tasksMultiple outcome tasksSimple to useLazy approvals
Query project serverRead project data using the PSI from any data store
Update project propertyUpdate project property information
Event driven
Server side event handlers What is a Server side event handler?
Events that are raised by Project Server as a result of changes in data
There are two types of events: Pre events e.g. Project Publishing or Resource Saving
Post events e.g. Project Published or Resource Saved
Hard to implement Need a custom assembly to be associated Requires specialist skills
Introducing event driven workflows Initiate a workflow from an event
All the capabilities of Nintex Workflow 2010, plus: Query project server Update project Retrieve event data
Bind to over 115 post events
Available event handlers
Scenarios for use
Integration SyncSecurityNotifications
Audit
plus many more….
Process
Event driven workflow
demo
What we saw..
Get event dataExposes event data to the workflow
Build stringString manipulation directly from within the workflow
Call web serviceAllows web services to be called directly from the workflow
Associate eventAssociate an event with a workflow
Project workspaces
Project workspace workflows Project workspaces are SharePoint sites
Different types of workflow use: Predefined within the workspace template Predefined and integrated with demand management workflows Ad-hoc workspace workflows developed by the team
All the capabilities of Nintex Workflow 2010 100+ workflow actions Non Demand management actions Access to Nintex Live Integration with Nintex Forms
Scenarios for use
CloudApprovalsRisks & Issues
Doc assemblyIntegration
Notifications
An example
Artifact ApprovedPM review Share
Project workspace workflows
demo
What we saw..
Request approvalInbuilt approval actionIntegrated permissions
Nintex LiveProvide access to powerful cloud services
Upload to Office 365Upload to Office 365 from within the workflow
Disable actionsAbility to disable individual actions for debugging
Nintex Workflow for Project ServerVersion 2.0 is now available
announcing
Useful linksNintex Workflow for Project Server www.nintex.com/project
Nintex Workflow 2010www.nintex.com/workflow
Blogwww.epmsource.com
Bit.ly link bundlehttp://bit.ly/pc332
Conclusion
Event driven
Workflow for everyone
Project workspaces Demand
management
Simple and powerful
Integration
Thank you…
Alexander [email protected]@alexanderbwww.nintex.comwww.epmsource.com
Mark [email protected]@ninmcdmwww.nintex.com
© 2012 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 not be 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. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.