Workflow in the 2007 Microsoft Office System

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Overview

Workflow is the glue that binds information worker processes, users, and artifacts. Without workflow, information workers are just islands of data and potential. Workflow in the 2007 Microsoft Office System details how to implement workflow in SharePoint 2007 and the rest of the 2007 Office System to help information workers share data, enforce processes and business rules, and work more efficiently together or solo.

This book covers anything you're likely going to need to know—from what workflow is all about, to creating new Activities; from InfoPath forms to ASP.NET forms; from the Rules Engine to the object model. Theres even a section on integrating ...

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More About This Book

Overview

Workflow is the glue that binds information worker processes, users, and artifacts. Without workflow, information workers are just islands of data and potential. Workflow in the 2007 Microsoft Office System details how to implement workflow in SharePoint 2007 and the rest of the 2007 Office System to help information workers share data, enforce processes and business rules, and work more efficiently together or solo.

This book covers anything you're likely going to need to know—from what workflow is all about, to creating new Activities; from InfoPath forms to ASP.NET forms; from the Rules Engine to the object model. Theres even a section on integrating Office 2003 clients with SharePoint 2007 workflows. Youll come away from reading this book with solid knowledge of how to implement workflow in the new world of Office and SharePoint.

Product Details

  • ISBN-13: 9781590597002
  • Publisher: Apress
  • Publication date: 2/15/2007
  • Edition number: 1
  • Pages: 456
  • Sales rank: 383,621
  • Series: The Expert's Voice in Workflow Series
  • Product dimensions: 0.92 (w) x 9.25 (h) x 7.50 (d)

Meet the Author

David Mann is the principal architect for portal and collaborative solutions at Anexinet, a Microsoft Gold-Certified partner headquartered in Philadelphia. Anexinet provides solutions for customers spanning the entire Microsoft stack. Dave has been working with portal, information worker, and content management technologies for just shy of 300 years (OK, really for 12 years). He has designed and delivered solutions for Fortune 500, international conglomerates, small family-run businesses, and everything in between—always with a focus on end users and making their lives easier. Dave can be reached at the website for the book: www.kcdholdings.com.

Table of Contents


Foreword     xiii
About the Author     xv
About the Technical Reviewer     xvii
Acknowledgments     xix
A New Beginning
Introduction     3
Introducing Workflow     3
Workflow Scenarios     5
Types of Workflow     7
Workflowasaurus: Workflow in the Pre-Office 2007 Mesozoic     16
Ladies and Gentlemen...Windows Workflow Foundation     17
Windows Workflow Foundation Architecture     17
Office 2007 Workflow Technology     22
Introducing the Office 2007 Client     23
Introducing the Office 2007 Servers     28
The Cast of Ben-Hur     32
Key Facts Summary     33
Sample Office 2007 Workflow Scenarios     34
Summary     35
Getting Started     37
Setting Up the Environment     37
Scenarios in This Book     43
Welcome to KCD Holdings     43
Scenarios in the Chapters     46
Summary     47
Having an Out-of-the-Box Experience
Using the Default Workflows     51
The Out-of-the-Box Workflows     51
WSS Workflow: Three-State     52
MOSS Workflow: DocumentApproval     53
Solving the Problem: The Workflow Administrator's Role     55
Showcasing the Solution     62
Permutations = Power     73
Benefits of the Solution     76
Workflow in Previous Office Versions     77
Summary     78
Using the SharePoint Designer     79
Introducing the SharePoint Designer     79
Overview of the Workflow Designer     80
Steps     81
Conditions     81
Actions     83
Variables     86
Workflow Lookups     87
Initiation     89
Check Your Workflow     89
Information Types     90
Workflow Forms     93
Constructing a Workflow with the Workflow Designer     93
Going Through the Steps     95
Deploying Our New Workflow     106
Testing 1, 2, 3...Testing 1, 2, 3     106
Summary     109
Teaching Your Workflow to Dance
Activities     113
Simple Activities     113
Composite Activities     115
Out-of-the-Box Activities     115
WF Activities     116
SharePoint Activities      121
Building a Custom Simple Activity     124
Setting Up the Environment     127
Coding the Activity     128
Adding Custom Properties     135
Wrapping It All Up     138
Finishing and Compiling     146
Deploying Our Activity     146
Building a Custom Composite Activity     146
Setting Up the Environment     147
Coding the Activity     148
Compiling and Finishing     154
Summary     155
Building a Workflow with Visual Studio 2005     157
Getting Started     157
New Project Types     157
Building a Sequential Workflow     159
Working in the Designer     161
Adding Activities     165
Writing All That Code     174
Compiling and Wrapping Up     176
Deploying Our Workflow     176
Testing Our Workflow     183
Wrap Up     186
Building a State Machine Workflow     186
Exploring State Machines and the State Machine Designer     187
Working in the Designer     195
Deploying and Testing     202
Deploying to Production      202
Summary     203
Workflow Forms     205
Types of Forms     205
Introducing InfoPath     205
ASP.NET     208
Association and Initiation Forms     208
Modification Forms     210
Task Forms     211
Creating Custom Workflow Forms     212
Using InfoPath Forms     212
Using ASP.NET Forms     239
Summary     151
Turning Things Up a Notch
Workflow Rules     255
Rule Mechanics     257
Code Conditions     259
Declarative Rule Conditions     260
Policy Activity     266
Office Workflow External Policy Solution     275
External Policy Activity     276
Rule Management     284
Putting It All Together-A Sample Workflow     295
Summary     300
A Workflow Smorgasbord     301
Dehydration     301
Reality Check     302
Workflow Processing     302
Debugging     304
Going Mobile     306
SharePoint Mobile Views     307
Outlook Synchronization With SharePoint     309
The Mobile Experience     310
Fault Handling     313
Configuring Fault Handlers     316
Local Scope     318
Fault Handling Summary     319
Canceling Workflows     319
Tools Comparison     321
Integrating Office 2003     322
Getting Started     323
Write a Web Service     325
Create the VSTO Solution     329
Create the File Share     334
Publish the Solution     334
Create Site and Document Library     335
Move VSTO Document     335
Switch New Document Template     335
Set Security     336
Test     336
Celebrate     337
Wrapping Up     337
Picking On People-The InfoPath Contact Picker and the ASPX People Editor     338
InfoPath Contact Picker     340
ASPX People Editor     345
Building with Blocks-The Makings of an ASPX Form     350
XAML     355
Hiding Documents During Workflow Processing     357
Custom Conditions and Actions for SPD     359
Custom Actions     359
Custom Conditions     363
Activity Verbs      365
Workflow Reports     367
Odds and Sods     368
Summary     369
The Workflow Object Model     371
Primary Objects     371
SPWorkflow     372
SPWorkflowCollection     374
SPWorkflowFilter     375
SPWorkflowActivationProperties     376
SPWorkflowAssociation     378
SPWorkflowManager     381
SPWorkflowState     382
SPWorkflowTask     383
SPWorkflowTaskProperties     384
SPWorkflowTemplate     384
SPWorkflowHistoryEventType     385
Workflow Throughout the Object Model     386
MOSS     387
Workflow Web Service     387
Extensions to the Core Object Model     388
Summary     388
Frequently Asked Questions     389
Introduction and General Questions     389
Development Questions     391
Administration Questions     396
Glossary     399
Index     405

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