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Introduction to SharePoint Designer 2010 Workflowshttp://bit.ly/kOqLnvIvan SandersSharePoint MVP Developer, Evangelistivan@dimension-si.comhttp://twitter.com/@iasanders
SharePoint Intelligence Introduction To Share Point Designer Workflows
AgendaPrototyping in Visio 2010Implementing in SPD2010Extending with VS2010Summary
SPD Workflows?SharePoint Online supports declarative workflowsCode-based workflows aren’t supported in the SandboxPrototyping in Visio 2010SharePoint specific flowchart diagramExport to SharePoint Designer 2010Implement in SharePoint Designer 2010Improved workflow designerIntegration of forms with InfoPath 2010Extend with Visual Studio 2010Custom SPD2010 actionsEvents
Workflow in SPO?New Workflow targetsReusable Workflows can be applied to any listSite Workflows can execute on site New Workflow eventsEmitted by SharePoint Online (i.e. WorkflowStarted)Custom Events, Event Receivers
Visio 2010
Prototyping in Visio 2010SharePoint specific Workflow templateDesign in Visio using SharePoint shapesProvides workflow Visualization
SharePoint Workflow ShapesTerminatorsStart/TerminateConditionsDataPermissionsDatesActionsSend EmailCreate List Item Check In/Out
Export to SharePoint Designer 2010Visio exports to a VWI file	Renamed zip file containing all workflow files.xoml and .xoml.rules define workflow.vdx file contains Visio drawing
SharePoint Designer 2010
SharePoint Designer 2010Power tool for customizing SharePoint 2010DataWorkflowDesign the look and feel of your siteCreate Site TemplatesNew User InterfaceFluent UI from Office 2010/SharePoint 2010Easy navigation from artifact to summary to galleriesDoes not require developer/web skillsUseful for Power Users, IT Pros and DevelopersFree!
SPD2010 Workflow	Supports List, Reusable, Site workflowsCustom or based on built in workflowsWorkflow SummaryManage settings, start options, formsTask designerDefine advanced settings for processWorkflow designerActions, Conditions, StepsInfoPath 2010 for forms customization
Creating Custom WorkflowsNew workflows are attached to a containerList Workflows attached to a specific listReusable Workflows are not attached to a listMay be constrained to a content typeAttached later using browserSite Workflows are attached to the current site
Copy & Modify WorkflowsBased on any Globally Reusable WorkflowsApprovalCollect FeedbackCollect SignaturesPublishing ApprovalCan be limited to specific Content Type
Workflows SummaryManage settings for workflowAssociated listsStart optionsManual Started for Human Workflows Item created/changed events for Machine WorkflowsInitiation Form ParametersCollect information for workflowLocal VariablesLeveraged in workflow executionAssociation  ColumnsApplied to associated lists for Reusable Workflows
Workflow DesignerImproved declarative workflow designer
Task Process Designer
Actions	Actions get work done in the workflowExamples:Create, copy, change, or delete list items/documentsCheck items in or outSend an e-mailCreate a task for person or groupCollect data via task for use in the workflowPause or stop the workflowLog workflow information to a History listSet workflow variables or perform calculations
Conditions	Control flow of the workflowExamples:If any value equals valueIf current item field equals valueCreated by a specific personCreated in a specific date spanTitle field contains keywords
Steps	Allow you to organize your workflowSteps performed in Serial or Parallel
Impersonation	Workflows run with permissions of userUse impersonation step to run as workflow author
WorkflowSharePoint Designer 2010Implementing Workflowsdemo
SP2010 vs. SPOCan’t export from SPD2010 to VS2010Can’t build Visual Studio code workflows in a sandboxed solution
SummaryPrototype workflows in Visio 2010Use diagrams to get sign-offImplement the workflow in SharePoint Designer 2010Custom or copy & modify built in workflowActions, conditions and stepsDevelop custom workflow actions and events in Visual Studio 2010
Who can you trust??The blogs I trust through all of the noise.Maurice Prather	http://www.bluedoglimited.com/default.aspxAndrew Connell	http://www.andrewconnell.com/blogSpence Harbarhttp://www.harbar.netJim DuncanHeather Solomon	http://www.heathersolomon.com/blogTodd Klindthttp://www.toddklindt.com/default.aspxTodd Baginskihttp://www.toddbaginski.com/blogTodd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/janPatrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspxWictorWilenhttp://www.wictorwilen.seTed Patissonhttp://blog.tedpattison.net/default.aspxLars Fastruphttp://www.fastrup.netCarstenKeutmannhttp://keutmann.blogspot.comKeith Richie	http://blog.krichie.comBill Baer		http://blogs.technet.com/b/wbaer
Thank youhttp://bit.ly/kOqLnvIvan SandersSharePoint MVP Developer, Evangelistivan@dimension-si.comhttp://twitter.com/@iasanders
What's on the Flash driveExtras
ExtrasSharePoint 2007SharePointSolutionInstallerWSPBuilderKerberosBuddySharePoint SushiSharePointManager2007 / 2010SPViewPermissionSetting.wsp2007 Office SDK1.5SQL ScriptsSharePoint 2010AutoSPInstaller2010 DocumentationBusinessIntelligenceLabs2010 Tips and tricksSQL Scriptsnpp.5.8.6Search.StandardMasterPageAdapter.wsp
ResourcesDownload SharePoint Designer 2010http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=d88a1505%2D849b%2D4587%2Db854%2Da7054ee28d66Introducing SharePoint Designer 2010http://office.microsoft.com/en-us/sharepoint-designer-help/introducing-sharepoint-designer-2010-HA101782482.aspxSharePoint Designer 2010 Workflow	http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-to-designing-and-customizing-workflows-HA101859249.aspxCreating SharePoint Workflow Solutionshttp://msdn.microsoft.com/en-us/library/ee231606.aspxWalkthrough: Create a Custom Site Workflow Activityhttp://msdn.microsoft.com/en-us/library/ee231574.aspx
PerformanceAddendum
Top Performance killers
Top Performance KillersSearch Search uses SQL in a very I/O intensive fashion.  It is sensitive to I/O latencies on the TempDB and the Query and Crawl file groups.  One of the more difficult and time consuming jobs for a Search Administrator is to schedule the Crawls so they are not over lapping while keeping Search results freshIndexing/Crawling Crawling and indexing a large volume of information, documents, and Web pages requires a large amount of computer processing. The crawl process also consumes network and other resources. The SharePoint environment must be configured properly and monitored, to ensure that the crawling and indexing process does not adversely affect the service available to users. For example, content is usually crawled and indexed during off-peak hours when servers are underused in order to maintain peak-hour services for users. Applications that may be crawling content in your production environment  Coveo Full and Incremental crawls to enable search Newsgator to Update all of the colleague information and RSS feeds DocAve for Reporting on and Performing SharePoint Management tasks WSS Search indexes the Help information provided with SharePointSharePoint Profile Import  syncs people profileOffice Search Full and Incremental updates Coveo would replace 
Top Performance KillersProfile Import Profile imports are used with NGES to sync your AD user details to provide access to your feed subscriptions and with SharePoint to sync your AD user details with your SharePoint User ProfileLarge List Operations Having large lists by itself is not necessarily a performance issue. When SharePoint Server renders the many items in those lists, that can cause spikes in render times and database blocking. One way to mitigate large lists is to use subfolders and create a hierarchical structure where each folder or subfolder has no more than 3,000 items.  Identify large lists and work with the owners of the sites and lists to archive items or pursue other mitigation strategiesHeavy User Operation List Import/Write Another scenario of users having power they don’t realize.  Importing large lists using excel or synchronizing an access db. In SQL there’s little difference between these types of user operations. Backup (SQL & Tape) Serious CPU and write disk I/O performance hit. SQL Litespeed or SQL 2008 backup with compression all help to lessen the performance hit.
SharePoint Performance
Database PerformanceDatabase VolumesSeparate database volumes into unique LUN’s consisting of unique physical disk spindles.Prioritize data among faster disks with ranking:SQL TempDB data filesDatabase transaction log filesSearch databaseContent databasesIn a heavily read-oriented portal site, prioritize data over logs.Separate out Search database transaction log from content database transaction logs.
Database PerformanceSQL TempDB Data FilesRecommended practice is that the number of data files allocated for TempDB should be equal to number of core CPU’s in SQL Server.TempDB data file sizes should be consistent across all data files.TempDB data files should be spread across unique LUN’s and separated from Content DB, Search DB, etc…TempDB Log file separated to unique LUN.Optimal TempDB data file sizes can be calculated using the following formula: [MAX DB SIZE (KB)] X [.25] / [# CORES] = DATA FILE SIZE (KB)Calculation result (starting size) should be roughly equal to 25% of the largest content or search DB.Use RAID 10; separate LUN from other database objects (content, search, etc…).“Autogrow” feature set to a fixed amount; if auto grow occurs, permanently increase TempDB size.
Database PerformanceContent Databases100 content databases per Web application100GB per content databaseCAUTION: Major DB locking issues reported in collaborative DM scenarios above 100GBNeed to ensure that you understand the issues based on number of users, usage profiles, etc…Service Level Agreement (SLA) requirements for backup and restore will also have an impact on this decision.KnowledgeLake Lab testing demonstrated SharePoint performance was NOT impacted by utilizing larger DB sizes; tests included content DB sizes that were 100GB, 150GB, 200GB, 250GB, 300GB and 350GB.
Database PerformanceContent Databases - ContinuedPre-construct and pre-sizeScript generation of empty database objects“Autogrow” feature onUse RAID 5 or RAID 10 logical unitsRAID 10 is the best choice when cost is not a concern. RAID 5 will be sufficient and will save on costs, since content databases tend to be more read intensive than write intensive.Multi-core computer running SQL ServerPrimary file group could consist of a data file for each CPU core present in SQL Server. Move each data file to separate logical units consisting of unique physical disk spindles.
Database PerformanceSearch DatabasePre-construct and pre-sizeScript generation of empty database objects“Autogrow” feature onUse RAID 10 logical unitsShould be a requirement for large-scale systemsSearch database is extremely read/write intensiveMulti-core computer running SQL ServerPrimary file group could consist of a data file for each CPU core present in SQL Server. Move each data file to separate logical units consisting of unique physical disk spindles.
Database PerformanceSearch DatabaseSearch database is VERY read/write intensive!Do not place any other database data files on any logical unit where search database files reside.If possible, try to ensure that the RAID 10 logical units for the search database data files do not share their physical spindles with other databases.Place the search database log files on an independent logical unit.
Database PerformanceDatabase MaintenancePhysical Volume File Fragmentation:Defragment your physical volumes on a regular schedule for increased performance!LUN’s need to be 20-50% larger than the data stored on them allow for effective defragmentation of the data files.Performance Monitor Counters to watch:Average Disk Queue LengthSingle Digit values are optimal.Occasional double-digit values aren’t a large concern.Sustained triple-digit values require attention.
Page PerformanceMinimize HTTP Requests80% of the end-user response time is spent on the front-end. Most of this time is tied up in downloading all the components in the page: images, stylesheets, scripts, Flash, etc. Reducing the number of components in turn reduces the number of HTTP requests required to render the page. This is the key to faster pages. For static components: implement "Never expire" policy by setting far future Expires headerAvoid RedirectsRedirects are accomplished using the 301 and 302 status codes. Here’s an example of the HTTP headers in a 301 response:Optimize ImagesAfter a designer is done with creating the images for your web page, there are still some things you can try before you uploading the  images to your web serverAvoid Empty Image srcImage with empty string src attribute occurs more than one will expect.
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SharePoint Intelligence Introduction To Share Point Designer Workflows

  • 1. Introduction to SharePoint Designer 2010 Workflowshttp://bit.ly/kOqLnvIvan SandersSharePoint MVP Developer, [email protected]://twitter.com/@iasanders
  • 3. AgendaPrototyping in Visio 2010Implementing in SPD2010Extending with VS2010Summary
  • 4. SPD Workflows?SharePoint Online supports declarative workflowsCode-based workflows aren’t supported in the SandboxPrototyping in Visio 2010SharePoint specific flowchart diagramExport to SharePoint Designer 2010Implement in SharePoint Designer 2010Improved workflow designerIntegration of forms with InfoPath 2010Extend with Visual Studio 2010Custom SPD2010 actionsEvents
  • 5. Workflow in SPO?New Workflow targetsReusable Workflows can be applied to any listSite Workflows can execute on site New Workflow eventsEmitted by SharePoint Online (i.e. WorkflowStarted)Custom Events, Event Receivers
  • 7. Prototyping in Visio 2010SharePoint specific Workflow templateDesign in Visio using SharePoint shapesProvides workflow Visualization
  • 9. Export to SharePoint Designer 2010Visio exports to a VWI file Renamed zip file containing all workflow files.xoml and .xoml.rules define workflow.vdx file contains Visio drawing
  • 11. SharePoint Designer 2010Power tool for customizing SharePoint 2010DataWorkflowDesign the look and feel of your siteCreate Site TemplatesNew User InterfaceFluent UI from Office 2010/SharePoint 2010Easy navigation from artifact to summary to galleriesDoes not require developer/web skillsUseful for Power Users, IT Pros and DevelopersFree!
  • 12. SPD2010 Workflow Supports List, Reusable, Site workflowsCustom or based on built in workflowsWorkflow SummaryManage settings, start options, formsTask designerDefine advanced settings for processWorkflow designerActions, Conditions, StepsInfoPath 2010 for forms customization
  • 13. Creating Custom WorkflowsNew workflows are attached to a containerList Workflows attached to a specific listReusable Workflows are not attached to a listMay be constrained to a content typeAttached later using browserSite Workflows are attached to the current site
  • 14. Copy & Modify WorkflowsBased on any Globally Reusable WorkflowsApprovalCollect FeedbackCollect SignaturesPublishing ApprovalCan be limited to specific Content Type
  • 15. Workflows SummaryManage settings for workflowAssociated listsStart optionsManual Started for Human Workflows Item created/changed events for Machine WorkflowsInitiation Form ParametersCollect information for workflowLocal VariablesLeveraged in workflow executionAssociation ColumnsApplied to associated lists for Reusable Workflows
  • 18. Actions Actions get work done in the workflowExamples:Create, copy, change, or delete list items/documentsCheck items in or outSend an e-mailCreate a task for person or groupCollect data via task for use in the workflowPause or stop the workflowLog workflow information to a History listSet workflow variables or perform calculations
  • 19. Conditions Control flow of the workflowExamples:If any value equals valueIf current item field equals valueCreated by a specific personCreated in a specific date spanTitle field contains keywords
  • 20. Steps Allow you to organize your workflowSteps performed in Serial or Parallel
  • 21. Impersonation Workflows run with permissions of userUse impersonation step to run as workflow author
  • 23. SP2010 vs. SPOCan’t export from SPD2010 to VS2010Can’t build Visual Studio code workflows in a sandboxed solution
  • 24. SummaryPrototype workflows in Visio 2010Use diagrams to get sign-offImplement the workflow in SharePoint Designer 2010Custom or copy & modify built in workflowActions, conditions and stepsDevelop custom workflow actions and events in Visual Studio 2010
  • 25. Who can you trust??The blogs I trust through all of the noise.Maurice Prather http://www.bluedoglimited.com/default.aspxAndrew Connell http://www.andrewconnell.com/blogSpence Harbarhttp://www.harbar.netJim DuncanHeather Solomon http://www.heathersolomon.com/blogTodd Klindthttp://www.toddklindt.com/default.aspxTodd Baginskihttp://www.toddbaginski.com/blogTodd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/janPatrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspxWictorWilenhttp://www.wictorwilen.seTed Patissonhttp://blog.tedpattison.net/default.aspxLars Fastruphttp://www.fastrup.netCarstenKeutmannhttp://keutmann.blogspot.comKeith Richie http://blog.krichie.comBill Baer http://blogs.technet.com/b/wbaer
  • 27. What's on the Flash driveExtras
  • 28. ExtrasSharePoint 2007SharePointSolutionInstallerWSPBuilderKerberosBuddySharePoint SushiSharePointManager2007 / 2010SPViewPermissionSetting.wsp2007 Office SDK1.5SQL ScriptsSharePoint 2010AutoSPInstaller2010 DocumentationBusinessIntelligenceLabs2010 Tips and tricksSQL Scriptsnpp.5.8.6Search.StandardMasterPageAdapter.wsp
  • 29. ResourcesDownload SharePoint Designer 2010http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=d88a1505%2D849b%2D4587%2Db854%2Da7054ee28d66Introducing SharePoint Designer 2010http://office.microsoft.com/en-us/sharepoint-designer-help/introducing-sharepoint-designer-2010-HA101782482.aspxSharePoint Designer 2010 Workflow http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-to-designing-and-customizing-workflows-HA101859249.aspxCreating SharePoint Workflow Solutionshttp://msdn.microsoft.com/en-us/library/ee231606.aspxWalkthrough: Create a Custom Site Workflow Activityhttp://msdn.microsoft.com/en-us/library/ee231574.aspx
  • 32. Top Performance KillersSearch Search uses SQL in a very I/O intensive fashion. It is sensitive to I/O latencies on the TempDB and the Query and Crawl file groups. One of the more difficult and time consuming jobs for a Search Administrator is to schedule the Crawls so they are not over lapping while keeping Search results freshIndexing/Crawling Crawling and indexing a large volume of information, documents, and Web pages requires a large amount of computer processing. The crawl process also consumes network and other resources. The SharePoint environment must be configured properly and monitored, to ensure that the crawling and indexing process does not adversely affect the service available to users. For example, content is usually crawled and indexed during off-peak hours when servers are underused in order to maintain peak-hour services for users. Applications that may be crawling content in your production environment Coveo Full and Incremental crawls to enable search Newsgator to Update all of the colleague information and RSS feeds DocAve for Reporting on and Performing SharePoint Management tasks WSS Search indexes the Help information provided with SharePointSharePoint Profile Import syncs people profileOffice Search Full and Incremental updates Coveo would replace 
  • 33. Top Performance KillersProfile Import Profile imports are used with NGES to sync your AD user details to provide access to your feed subscriptions and with SharePoint to sync your AD user details with your SharePoint User ProfileLarge List Operations Having large lists by itself is not necessarily a performance issue. When SharePoint Server renders the many items in those lists, that can cause spikes in render times and database blocking. One way to mitigate large lists is to use subfolders and create a hierarchical structure where each folder or subfolder has no more than 3,000 items. Identify large lists and work with the owners of the sites and lists to archive items or pursue other mitigation strategiesHeavy User Operation List Import/Write Another scenario of users having power they don’t realize.  Importing large lists using excel or synchronizing an access db. In SQL there’s little difference between these types of user operations. Backup (SQL & Tape) Serious CPU and write disk I/O performance hit. SQL Litespeed or SQL 2008 backup with compression all help to lessen the performance hit.
  • 35. Database PerformanceDatabase VolumesSeparate database volumes into unique LUN’s consisting of unique physical disk spindles.Prioritize data among faster disks with ranking:SQL TempDB data filesDatabase transaction log filesSearch databaseContent databasesIn a heavily read-oriented portal site, prioritize data over logs.Separate out Search database transaction log from content database transaction logs.
  • 36. Database PerformanceSQL TempDB Data FilesRecommended practice is that the number of data files allocated for TempDB should be equal to number of core CPU’s in SQL Server.TempDB data file sizes should be consistent across all data files.TempDB data files should be spread across unique LUN’s and separated from Content DB, Search DB, etc…TempDB Log file separated to unique LUN.Optimal TempDB data file sizes can be calculated using the following formula: [MAX DB SIZE (KB)] X [.25] / [# CORES] = DATA FILE SIZE (KB)Calculation result (starting size) should be roughly equal to 25% of the largest content or search DB.Use RAID 10; separate LUN from other database objects (content, search, etc…).“Autogrow” feature set to a fixed amount; if auto grow occurs, permanently increase TempDB size.
  • 37. Database PerformanceContent Databases100 content databases per Web application100GB per content databaseCAUTION: Major DB locking issues reported in collaborative DM scenarios above 100GBNeed to ensure that you understand the issues based on number of users, usage profiles, etc…Service Level Agreement (SLA) requirements for backup and restore will also have an impact on this decision.KnowledgeLake Lab testing demonstrated SharePoint performance was NOT impacted by utilizing larger DB sizes; tests included content DB sizes that were 100GB, 150GB, 200GB, 250GB, 300GB and 350GB.
  • 38. Database PerformanceContent Databases - ContinuedPre-construct and pre-sizeScript generation of empty database objects“Autogrow” feature onUse RAID 5 or RAID 10 logical unitsRAID 10 is the best choice when cost is not a concern. RAID 5 will be sufficient and will save on costs, since content databases tend to be more read intensive than write intensive.Multi-core computer running SQL ServerPrimary file group could consist of a data file for each CPU core present in SQL Server. Move each data file to separate logical units consisting of unique physical disk spindles.
  • 39. Database PerformanceSearch DatabasePre-construct and pre-sizeScript generation of empty database objects“Autogrow” feature onUse RAID 10 logical unitsShould be a requirement for large-scale systemsSearch database is extremely read/write intensiveMulti-core computer running SQL ServerPrimary file group could consist of a data file for each CPU core present in SQL Server. Move each data file to separate logical units consisting of unique physical disk spindles.
  • 40. Database PerformanceSearch DatabaseSearch database is VERY read/write intensive!Do not place any other database data files on any logical unit where search database files reside.If possible, try to ensure that the RAID 10 logical units for the search database data files do not share their physical spindles with other databases.Place the search database log files on an independent logical unit.
  • 41. Database PerformanceDatabase MaintenancePhysical Volume File Fragmentation:Defragment your physical volumes on a regular schedule for increased performance!LUN’s need to be 20-50% larger than the data stored on them allow for effective defragmentation of the data files.Performance Monitor Counters to watch:Average Disk Queue LengthSingle Digit values are optimal.Occasional double-digit values aren’t a large concern.Sustained triple-digit values require attention.
  • 42. Page PerformanceMinimize HTTP Requests80% of the end-user response time is spent on the front-end. Most of this time is tied up in downloading all the components in the page: images, stylesheets, scripts, Flash, etc. Reducing the number of components in turn reduces the number of HTTP requests required to render the page. This is the key to faster pages. For static components: implement "Never expire" policy by setting far future Expires headerAvoid RedirectsRedirects are accomplished using the 301 and 302 status codes. Here’s an example of the HTTP headers in a 301 response:Optimize ImagesAfter a designer is done with creating the images for your web page, there are still some things you can try before you uploading the images to your web serverAvoid Empty Image srcImage with empty string src attribute occurs more than one will expect.

Editor's Notes

  • #3: Who i I am nothing but SharePoint Clients