SFO K2 Designer for SharePoint Intermediate.pptx

1、The K2 Designer for SharePoint (Intermediate),This learning module extends on fundamental knowledge of the K2 Designer for SharePoint and describes how to use SmartObjects, dynamic business rules and complex task allocation,200.SFO Version:1 Revision:4 Duration: 3.5 hours, SourceCode Technology Hold

2、ings, Inc. All Rights Reserved,Module prerequisites and target audience,Target Audience SharePoint administrators, site owners, SharePoint designers and SharePoint developers Prerequisite knowledge Basic knowledge of the K2 Designer for SharePoint (100.LAX module) Familiarity with SharePoint 2010 Sh

3、arePoint terminology (sites, lists, libraries, items) Creating new lists and libraries Working with list items and documents in SharePoint SharePoint Security and Groups Compatibility K2 blackpearl 4.5 update 1420 or higher K2 blackpoint 4.5 update 1420 or higher Scope Building more advanced workflo

4、ws in K2 Designer For SharePoint Conditional outcomes and dynamic task allocation Using SmartObjects in K2 Designer for SharePoint workflows,Understanding K2 SmartObjects,Why use K2 SmartObjects?,Integrate with systems and technologies as part of a workflow, without writing any code Expose systems a

5、nd technologies in a consistent manner Wrap complex system objects into easy-to-understand business objects Combine data from different systems into one logical business object Interact with external systems in forms Expose K2 SmartObjects to SharePoint External Lists (BCS) Use data from external sy

6、stems on reports Re-use the same business objects in multiple K2 projects Simplify maintenance by removing dependencies on external system interfaces,Standard SmartObject Data Sources/Providers,SharePoint Libraries and Lists (including SharePoint 2010 External Lists using BCS) K2 SmartBox K2 Workflo

7、ws K2 Task Allocation Microsoft SQL Server Microsoft CRM SQL Server Reporting Services* Active Directory* Microsoft Exchange* SalesF*,(* K2 blackpearl only),Creating SmartObjects,K2 Site Settings in SharePoint sites Generate SmartObjects for Lists and Libraries SharePoint Central Administration - K2

8、 for SharePoint Generate SmartObjects for SQL databases and Microsoft CRM K2 Design tools Create SmartObjects for any available provider Create more complex and advanced SmartObjects K2 Utilities Generate SmartObjects using the K2 SmartObject Tester Utility*,(* K2 blackpearl only),Using K2 Site Sett

9、ings in SharePoint to create SmartObjects for Lists and Libraries,Create the SharePoint lists or libraries Use K2 Site Settings to create SmartObjects for the lists and libraries (or import/export SmartObject configuration) Use K2 Site Settings to select which SmartObjects should be available to pro

10、cess designers using K2 Designer for SharePoint,Using SharePoint Central Admin to create K2 SmartObjects for SQL and Dynamics CRM,Open the Data Management section of K2 for SharePoint in Central Administration Configure connections and settings for specific SQL databases and CRM objects Use K2 Site

11、Settings to select which SmartObjects should be available to process designers using K2 Designer for SharePoint,Using K2 Tools to create SmartObjects for any available provider,Create simple and complex SmartObjects using K2 Design Tools K2 Studio K2 for Visual Studio* Generate SmartObjects using K2

12、 utilities K2 SmartObject Utility* Use K2 Site Settings to select which SmartObjects should be available to process designers using K2 Designer for SharePoint,(* K2 blackpearl only),Using SmartObjects in workflows,After particular SmartObjects have been enabled Designers can add SmartObject methods

13、as steps into a process Designers can use the results from SmartObject list methods in outcomes, participant rules, wizards and inline functions,Using SmartObjects in forms and reports,InfoPath Forms SharePoint External Lists (BCS) Custom Reports* Other Forms technologies,(* K2 blackpearl only),Usin

14、g SharePoint Lists and SmartObjects to maintain business rules,Dynamic values that impact business rules should be stored outside the process Values can be stored in a SharePoint list or some other supported Data Source Expose the List or Data Source as a SmartObject Use the SmartObject result when

15、defining process rules in Outcomes Participants Task Groups Escalations Wizard content Inline Functions,DEMO 1: Using a SharePoint list to maintain business rules,15 minutes,This demonstration illustrates how SharePoint lists can be used to store business rules that affect the execution of a process

16、. In this example, an expense report approval process will route approval tasks according to business rules defined in a SharePoint list,Interacting with SharePoint Documents during a process,Check document(s) in and out Delete Document(s) Copy Document(s) Move Documents(s) Update Document(s) metada

17、ta (columns) Add Document Reference Create Document Set Create Folder,Modifying Word Documents during a process,Add Document Reference Convert Document(s) Create Document Update Document Content Control,LAB 1A : A Document Approval Process,In this lab, you will build a sample document approval proce

18、ss for managing corporate policies in SharePoint. This lab will illustrate how to create a SmartObject from a SharePoint list, and how to use SmartObjects and Document wizards in a process.,45 minutes,Show Context,Advanced Participant rules and outcomes,Task Groups Route the same task to different p

19、articipants based on some rule Dynamic Participants Use data fields/results from SmartObjects/values from a list item column to specify the participant(s) for a task “All at once” vs. “One at a time” All-at-once assigns the same task in parallel One-at-a-time assigns the same task in sequence until

20、an Outcome is true Multiple inputs on the same task Use Outcomes to define how many Actions are required for a specific outcome, e.g. for Approval 3 must Approve, but for Rejection 2 must Reject,“Approve”,A task with a single Approval decision,Add a Task to each users K2 Task List,Determine the Task

21、 Participants and check whether to route the task “All at Once” or “One at a Time”,Wait for a user to action the task,Check the Users decision against the Outcome Rules,If the Outcome rule is met, expire the other users tasks and continue with the appropriate path in the process,“Approve”,A Task wit

22、h 2 Approval decisions,Add a Task to each users K2 Task List,Determine the Task Participants and check whether to route the task “All at Once” or “One at a Time”,Wait for a user to action the task,Check the Users decision against the Outcome Rules,If the Outcome rule is met, expire the other users t

23、asks and continue with the appropriate path in the process,The Outcome rule hasnt been met, so wait for another user to action their task,“Approve”,LAB 1B : Extending the Document Approval Process,In this lab, you will edit the existing document approval process and add another review step with mult

24、iple approvals. You will also use the View Flow report to monitor the execution of a process instance.,15 minutes,Show Context,Interacting with Active Directory,Active Directory Steps/wizards* Create, update and disable a AD user account Create, update and remove AD groups Add and remove a user account from a specific group Remove a user from all their AD groups Add and remove multiple users from a specific AD group Active Directory read-only SmartObjects Group Organizational Unit User,(* K2 blackpearl only),Interacting with Exchange,Exchange