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9780470617885

Professional Workflow in SharePoint 2010 No. 4 : Real World Business Workflow Solutions

by ; ; ; ;
  • ISBN13:

    9780470617885

  • ISBN10:

    0470617888

  • Format: Paperback
  • Copyright: 2011-11-22
  • Publisher: Wrox
  • Purchase Benefits
List Price: $49.99

Summary

This topic is a core need for the SharePoint community because the community is lacking guidance on how to build business solutions using the platform and this will only become more difficult with SharePoint 2010. Today, organizations have a fairly solid understanding of SharePoint document management features, or search or metadata management and other core platform features generally in isolation of each other. However, organizations struggle to provide real and cohesive business solutions using the platform even though all the components are there to do it. The introduction of yet more and expanded functionality within the SharePoint 2010 platform will only add complexity to this problem. As SharePoint continues exponential growth within the enterprise and beyond, the SharePoint community will continue to struggle to gain a better understanding of these issues, as evidenced by the fast growing online community and the explosion of SharePoint related conferences (e.g. "SharePoint Saturday" events taking place all over the country "Best Practices" conferences taking place in the U.S. and Europe, not to mention a wide array of Microsoft-sponsored events).Abbreviated TOC: Introduction: Describes what the book is about, why the reader should buy it, what we promise to deliver to them over the course of the book. New Features: What's new in SP 2010 with an eye toward the kinds of business solutions that were hard or impossible to solve with earlier versions of SharePoint. Systems Design for Power Users: Many of our readers are not classically trained IT professionals. This chapter provides the ground work for these readers to understand the basics of proper systems analysis, requirements gathering and design, always related to SharePoint 2010. Business scenario: Conference room scheduling: Use SP 2010 to implement a comprehensive conference room scheduling solution for a multi-site, multi-national company. Business scenario: Expense entry and approval. Business scenario: IT change request Business scenario: Marketing Materials Approval. This is a more advanced scenario that involves actors both within and without the organization. Business scenario: Sales pipeline management. This scenario will address reporting and escalation. Business scenario: Create and manage RFPs. Business scenario: Hire-to-retire process. Manage looking for new hire (managing resumes), managing job openings, managing on-boarding of new hire, managing job transfers and managing separation (termination, retirement, etc). This is a big chapter that may turn into 2 chapters. Technical scenario: There's a common template in SharePoint 2007 that is widely used ("training and scheduling"). This chapter describes how to upgrade that template to SharePoint 2010 and extend it with some common sense new features. Advanced topics: Creating custom activities in SharePoint designer. This chapter may extend to two chapters.

Author Biography

Paul J. Galvin is a SharePoint solutions architect with BrightStarr, a SharePoint consulting firm providing consulting services to clients worldwide. He is a four-time Microsoft SharePoint MVP.

Udayakumar Ethirajulu is a Microsoft SharePoint MVP, frequent blogger, and public speaker at SharePoint events. Uday works at RSC Solutions as Vice President & Chief Architect in New York.

Table of Contents

Forewordp. xxiii
Introductionp. xxv
Introduction To Sharepoint 2010 Workflowp. 1
Expanding the Circle of Trustp. 2
Patternsp. 4
Business Patternsp. 4
Technical Patternsp. 5
What's New in SharePoint 2010 Workfl owp. 6
Conclusionp. 7
Workflow Basicsp. 9
Getting Startedp. 9
What You Needp. 10
Create the "Hello, World" Solutionp. 12
Concepts and Defi nitionsp. 22
What Is SharePoint Designer?p. 22
Core Workfl ow Conceptsp. 23
Content Typesp. 24
Software Development Life Cyclep. 24
Designing Business Solutionsp. 25
Interviewsp. 25
Swim Lane Diagramsp. 26
Reusable Patternsp. 29
Knowing SharePoint Designer's Limitsp. 29
Summaryp. 30
Hr On-Boardingp. 31
What Is the HR On-Boarding Process?p. 32
Problem Classp. 32
Technical Patternsp. 33
Business Patternsp. 33
Business Problem Descriptionp. 33
Requirements Discussionp. 34
Actorsp. 35
Actionsp. 35
Challengesp. 36
High-Level Solutionp. 36
Solution Overviewp. 36
Swim Lane Diagramsp. 37
Technical Implementation Overviewp. 38
Detailed Technical Implementationp. 41
Setupp. 41
Create Workfl owsp. 46
Advanced Topicsp. 50
Dashboardsp. 51
Delegationp. 51
Data Cleanupp. 51
Summaryp. 52
Helpdesk Ticketingp. 53
What Is the Helpdesk Ticketing Process?p. 53
Problem Classp. 55
Technical Patternsp. 55
Business Patternsp. 56
Business Problem Descriptionp. 56
Requirements Discussionp. 57
Actorsp. 58
Actionsp. 59
Challengesp. 59
High-Level Solutionp. 59
Solution Overviewp. 59
Swim Lane Diagramsp. 60
Technical Implementation Overviewp. 62
Detailed Technical Implementationp. 63
Setupp. 64
Create Workfl owsp. 67
Managing the Processp. 76
Summaryp. 79
Time Off Managementp. 81
What Is the Time Off Management Process?p. 81
Problem Classp. 82
Technical Patternsp. 82
Business Patternsp. 83
Business Problem Descriptionp. 83
Requirements Discussionp. 83
Actorsp. 85
Actionsp. 86
Challengesp. 86
High-Level Solutionp. 87
Solution Overviewp. 87
Swim Lane Diagramsp. 89
Technical Implementation Overviewp. 90
Detailed Technical Implementationp. 91
Setupp. 91
Content Types Summaryp. 95
Custom Listsp. 95
Create Workfl owp. 97
Auditingp. 107
Managing the Processp. 108
Summaryp. 110
Interview Schedulingp. 111
What Is the Interview Scheduling Process?p. 111
Problem Classp. 112
Technical Patternsp. 112
Business Patternsp. 113
Business Problem Descriptionp. 113
Requirements Discussionp. 113
Actorsp. 114
Actionsp. 114
Challengesp. 115
Requirements Summaryp. 115
High-Level Solutionp. 116
Solution Overviewp. 116
Swim Lane Diagramp. 117
Technical Implementation Overviewp. 118
Detailed Technical Implementationp. 122
Setupp. 122
Content Types Summaryp. 126
Create Workfl owsp. 126
Create the Dashboardp. 131
Extending the Solutionp. 138
Summaryp. 139
Facilities Managementp. 141
What Is the Facilities Management Process?p. 141
Problem Classp. 142
Technical Patternsp. 142
Business Patternsp. 143
Business Problem Descriptionp. 144
Requirements Discussionp. 144
Actorsp. 146
Actionsp. 146
Challengesp. 146
High-Level Solutionp. 147
Solution Overviewp. 147
Swim Lane Diagramsp. 148
Technical Implementation Overviewp. 149
Detailed Technical Implementationp. 150
Setupp. 151
Create Workfl owsp. 155
Managing the Processp. 160
Summaryp. 162
Enterprise: Authorization For Capital Expenditurep. 165
What Is Authorization for Capital Expenditure?p. 166
Estimatesp. 166
Decision-Making Processp. 167
Problem Classp. 168
Technical Patternsp. 168
Business Patternsp. 168
Business Problem Descriptionp. 169
Requirements Discussionp. 169
Actorsp. 171
Actionsp. 171
Challengesp. 172
High-Level Solutionp. 172
Solution Overviewp. 172
CAPEX Expenditure Decision Swim Lane Diagramsp. 173
Technical Implementation Overviewp. 175
Detailed Technical Implementationp. 177
Setupp. 177
Create Workfl owsp. 184
Summaryp. 187
Marketing Contact Managementp. 189
The Anonymous Contact Us Formp. 190
Factsp. 190
Website Mythsp. 190
Golden Rulesp. 191
Problem Classp. 192
Technical Patternsp. 193
Business Patternsp. 193
Business Problem Descriptionp. 194
Requirements Discussionp. 194
Actorsp. 195
Actionsp. 195
Challengesp. 196
High-Level Solutionp. 196
Solution Overviewp. 196
An Anonymous Form Submission Processp. 197
Technical Implementation Overviewp. 199
Content Typesp. 199
SharePoint Listsp. 199
Detailed Technical Implementationp. 200
Setupp. 200
Listsp. 206
Create Workfl owsp. 210
Summaryp. 215
R&D Gateway Processp. 217
What Is the R&D (Research and Development) Gateway?p. 217
Problem Classp. 218
Technical Patternsp. 219
Business Patternsp. 219
Business Problem Descriptionp. 219
Requirements Discussionp. 219
Actorsp. 220
Actionsp. 221
Challengesp. 221
High-Level Solutionp. 222
Solution Overviewp. 222
Swimlane Diagramp. 222
Technical Implementation Overviewp. 224
Detailed Technical Implementationp. 228
Setupp. 228
Create Workfl owsp. 238
Summaryp. 256
Enhancing The User Interfacep. 257
How to Build Great User Interfacesp. 258
Enhancement Techniques in Detailp. 258
InfoPathp. 258
Data View Web Partp. 268
jQueryp. 275
Summaryp. 283
Custom Activitiesp. 285
The What, Why, and How of Custom Activitiesp. 286
What Is a Custom Activity?p. 286
Why Create a Custom Activity?p. 287
What Tools Do You Need to Create a Custom Activity?p. 287
The Business Scenariop. 288
Technical Overviewp. 289
SharePoint Designerp. 289
Actions Filep. 290
Web.confi gp. 291
The .NET Assemblyp. 291
Detailed Walk-Through: Create a Custom Activityp. 291
Creating the Custom Activity Projectp. 292
Create a Deployment Projectp. 294
Deploy, Test, and Debug - Partp. 1
299 Error Scenarios and Fixesp. 301
Finishing the Logicp. 303
Advanced Topicsp. 308
Troll for Ideasp. 308
Debugging Workfl owsp. 308
Automatically Update web.confi gp. 310
Summaryp. 310
Site Governancep. 311
What Is Site Governance?p. 311
Problem Classp. 312
Technical Patternsp. 313
Business Patternsp. 313
Business Problem Descriptionp. 313
Requirements Discussionp. 313
Actorsp. 315
Actionsp. 316
Challengesp. 317
Requirements Summaryp. 318
High Level Solutionp. 318
Solution Overviewp. 318
Swim Lane Diagramsp. 319
Technical Implementation Overviewp. 321
Content Typesp. 321
Custom Listsp. 322
Workfl owp. 323
Custom Activityp. 323
SharePoint Time Jobp. 324
Dashboardp. 325
Detailed Technical Implementationp. 325
Setupp. 325
Custom Activityp. 327
Timer Jobp. 330
Workfl owsp. 333
Create the Dashboardp. 334
Extending the Solutionp. 335
Auditingp. 335
Identifying Abandoned Sitesp. 335
Archiving Versus Deletingp. 335
Security Considerationsp. 336
Parameter-Driven Timer Jobp. 336
Summaryp. 336
Indexp. 337
Table of Contents provided by Publisher. All Rights Reserved.

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