探索SharePoint 2010工作流实践

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"SharePoint 2010 Workflows in Action" 本书《SharePoint 2010 Workflows in Action》由Phil Wicklund撰写，详细介绍了Microsoft SharePoint 2010平台中的工作流功能。SharePoint 2010是一款企业级的信息管理和协作平台，而工作流是其核心特性之一，它允许用户自动化业务流程，提高效率和协作。在SharePoint 2010中，工作流是一个关键的概念，它涉及了多个方面，包括设计、部署和管理。书中的内容可能涵盖以下几个重要知识点： 1. **工作流基础**：解释了工作流的基本概念，如工作流的定义、类型和作用，以及在SharePoint中的应用场景。 2. **SharePoint Designer 2010**：作为主要的工作流设计工具，本书可能深入讲解如何使用SharePoint Designer创建和定制工作流，包括使用模板、添加自定义步骤和条件。 3. **Visual Studio集成**：对于高级开发人员，可能会讨论如何使用Visual Studio 2010来开发更复杂的工作流，利用.NET Framework和Windows Workflow Foundation（WF）进行编程。 4. **工作流模板**：介绍SharePoint内置的工作流模板，如三状态审批流程、收集数据等，并指导如何根据实际需求调整这些模板。 5. **工作流触发和执行**：详细阐述了如何设置工作流触发条件，以及工作流的执行过程，包括任务分配、状态更新和通知机制。 6. **权限和安全性**：讨论了与工作流相关的权限管理，确保只有合适的用户可以访问和操作工作流。 7. **监控和管理工作流**：涵盖如何跟踪工作流实例，查看历史记录，以及解决工作流中的问题和异常。 8. **最佳实践和案例研究**：提供实用的建议和技巧，可能包含真实世界的案例，帮助读者理解如何在实际项目中成功实施工作流。 9. **扩展性和定制化**：可能涉及如何通过API和Web服务扩展SharePoint工作流功能，以及自定义工作流活动的开发。 10. **持续集成与部署**：介绍如何将工作流解决方案打包、测试和部署到生产环境，以及版本控制策略。这本书旨在帮助IT专业人士和开发人员充分利用SharePoint 2010中的工作流功能，提升组织的业务流程自动化水平。通过深入学习，读者能够掌握设计、实现和维护高效SharePoint工作流所需的知识和技能。

acknowledgments

Many people contributed to this project during the many months I worked on it. Sin-

cere thanks to Todd Bleeker, MVP, for inspiring me to write the book in the first place,

and to Paul Grafelman and Eric Hanes, contributing authors, for sharing their exper-

tise. Paul wrote chapters 3 and 5 about SharePoint Designer, and Eric contributed

chapters 2 and 6 about out-of-the-box workflows and Office Visio.

At Manning Publications, I’d like to thank Marjan Bace; Mike Stephens; develop-

ment editor Susan Harkins; and the production team of Betsey Henkels, Nermina

Miller, Mary Piergies, and Gordan Salinovic. Special thanks to Wayne Ewington,

MCM,

for his careful technical review of the final manuscript during production.

The following reviewers offered valuable feedback after reading the manuscript

several times during its development and made this a much better book as a result:

Kunal Mittal, Jonas Bandi, Raymond Mitchell, Brandon Kobel, Andrew Grothe, Mar-

griet Bruggeman, Nikander Bruggeman, Monty Grusendorf, Darren Neimke, and

Berndt Hamboeck.

I’d also like to thank the readers of Manning’s Early Access Program (

MEAP) for

their contributions and corrections posted in the online forum.

I also want to extend my thanks to my employer,

RBA Consulting. It has been an

honor for me to work with such a great group of people, and my family is very thank-

ful for the employment and provision we receive through them. This book wouldn’t

have been possible without

RBA Consulting’s support as its foundation.

But most of all, I’d like to thank my wife Sarah and my three kids Adalyn, Noah,

and Molly. There’s no doubt in my mind that their sacrifice was greater than mine,

ABOUT THIS BOOK

xviii

Making the jump to Visual Studio happens only after you determine that SharePoint

Designer won’t be sufficient. Then, chapters 8 through 12 focus on how to build the

most advanced solutions with Visual Studio.

Roadmap

This book is divided into three parts.

Part 1, “Introduction to SharePoint workflows,” introduces workflows, discusses

where SharePoint comes into play, and explains which tools to use and how to config-

ure one of the out-of-the-box workflows:

■

Chapter 1 gets you started with workflows by introducing you to the types of

SharePoint workflows and their architecture. It also introduces tools you can

use to build custom workflows and provides a list of workflow features that are

new with the release of SharePoint 2010.

■

Chapter 2 leads you through the workflow basics by helping you use an out-of-

the-box workflow, the Three State workflow. You’ll see how to add and remove

workflows, start and stop workflows, and view a workflow’s history.

In part 2, “No-code SharePoint workflows,” the book transitions into how to build cus-

tom workflows without writing code. Chapters 5 to 7 will be right up the alley of folks

who aren’t programmers, although programmers shouldn’t skip these chapters. As a

seasoned programmer, I use no-code workflow techniques more frequently than cod-

ing techniques:

■

Chapter 3 takes you through your first custom workflow, using a tool called

SharePoint Designer. This tool provides an intuitive user interface to create cus-

tom workflows; the chapter leads you through this interface and the core

actions that your workflow can perform.

■

Chapter 4 takes a SharePoint Designer workflow to the next level by discussing

task processing within workflows. Almost all workflows revolve around human

interaction, which you can accomplish by issuing tasks.

■

Chapter 5 extends SharePoint Designer workflows further by covering tech-

niques such as templates and workflows involved in document sets and security.

The chapter also covers workflow interactions with external data via Business

Continuity Services.

■

Chapter 6 digs into business analyses connected with workflows by introducing

Office Visio workflows. The chapter covers the technique of diagramming a work-

flow in Visio and subsequently importing that workflow into SharePoint Designer.

■

Chapter 7 discusses using custom forms with InfoPath. SharePoint workflows

and InfoPath are coupled together. For an InfoPath and SharePoint newbie,

this is a great introduction. You’ll learn how to customize the out-of-the-box

forms, publish custom forms to content types, and map form data to columns.

In part 3, “Custom-coded SharePoint workflows,” you’ll put on your development hat

and learn how to build the most complex workflows:

ABOUT THIS BOOK

xix

■

Chapter 8 is the first chapter in which you use Visual Studio to build a custom

workflow. The chapter covers how workflows are packaged and deployed into

SharePoint. Then, we discuss sequential workflows and state-machine workflows.

■

Chapter 9 takes the Visual Studio workflow discussion further by demonstrating

how to introduce custom forms into your workflows. The chapter covers both Info-

Path and

ASP.NET forms, as well as association, initiation, and modification forms.

■

Chapter 10 covers task-edit forms. The chapter is dedicated to task processing

in custom Visual Studio SharePoint workflows.

■

Chapter 11 is focused on how to build custom activities for your Visual Studio

workflows. The chapter leads you through how to publish those custom activi-

ties into SharePoint Designer as actions. We also cover custom conditions for

SharePoint Designer.

■

Chapter 12 is a compilation of shorter but valuable workflow developer tech-

niques. These include how to debug and handle errors in your workflows. We

discuss versioning workflows, as well as workflow events. The chapter ends with

a brief discussion of the workflow object model.

Code conventions and downloads

All code in the book is presented in a

fixed-width

font

this

to separate it

from ordinary text. Code annotations accompany many of the listings, highlighting

important concepts. In some cases, numbered bullets link to explanations that follow

the listing.

In longer code examples, only the important code segments are included in the

book. You will find the full code for all the examples in the book available for down-

load from the publisher’s website at www.manning.com/wicklund or www.man-

ning.com/SharePoint2010WorkflowsinAction.

Software requirements

Because this is a SharePoint 2010 workflow book, you’ll obviously need Share-

Point 2010. If you’re a programmer, this will include a SharePoint development work-

station where you have your own local instance of SharePoint 2010. For nondevelopers,

browser access to a SharePoint site is sufficient. Workflow in SharePoint 2010 is a fea-

ture of SharePoint Foundation, which means SharePoint Server isn’t required. But if

your workflow will use server features such as InfoPath Forms Server, you may need

SharePoint Server, Microsoft Office Visio 2010, SharePoint Designer 2010, and Visual

Studio 2010 (for developers).

Author Online

The purchase of SharePoint 2010 Workflows in Action includes free access to the private

online forum hosted by Manning Publications. There comments can be made, questions

can be asked, and help can be given, all on a voluntary basis by the authors and other

forum geeks. You can access the forum for this book at www.manning.com/

SharePoint2010WorkflowsinAction.

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