Office 2010 workflow developing collaborative solutions. - Description based on print version record. - Includes index

Prelim......Page 1 Contents at a Glance......Page 6 Contents......Page 7 Office Workflows......Page 21 Summary......Page 22 About the Author......Page 23 About the Technical Reviewers......Page 24 Acknowledgments......Page 25 About This Book......Page 26 Introduction......Page 29 End-User Perspective......Page 31 Workflow Overview......Page 33 Business Connectivity Services......Page 34 Technology Overview......Page 35 Summary......Page 38 Single-Computer Installation......Page 39 Installing SharePoint on a Server OS......Page 40 Installing SharePoint on a Desktop......Page 54 Installing SharePoint Server......Page 60 Installing Other Applications......Page 67 Configuring E-mail......Page 70 Summary......Page 71 Columns......Page 73 Lists and Libraries......Page 79 Subsites......Page 81 Templates......Page 82 Summary......Page 84 Using Workflows......Page 85 Creating a New Site......Page 87 Associating the Workflow......Page 93 Using the Work Request Workflow......Page 98 Workflow Tasks......Page 102 Summary......Page 104 Creating a SharePoint Site......Page 105 Using the Document Workflow......Page 110 Integrating the Task List......Page 117 More About Tasks......Page 120 Summary......Page 123 Creating the Site......Page 125 Using Visio to Define a Workflow......Page 128 Importing a Visio Workflow......Page 130 Executing the Workflow......Page 142 Exporting to Visio......Page 145 Summary......Page 146 Reusable Workflows......Page 147 Site Workflows......Page 172 Summary......Page 181 Workflows in Visual Studio 2010......Page 183 Creating a Simple Site Workflow......Page 185 Using Visual Studio 2010......Page 186 Designing a SharePoint Workflow......Page 196 Deploying the Workflow......Page 199 Resolving Retract Issues......Page 204 Summary......Page 207 Creating a SharePoint Project in Visual Studio......Page 209 Writing SharePoint Details to the History List......Page 213 Scanning the Tasks List......Page 221 More About Content Types......Page 225 Summary......Page 226 Creating a Sequential Workflow......Page 227 Adding an Initiation Form......Page 228 Implementing the Workflow......Page 234 Content Types......Page 242 Creating Custom Task Forms with InfoPath 2010......Page 254 Summary......Page 267 Modifying the Calendar List......Page 269 Designing the Workflow......Page 274 Testing the Workflow......Page 297 Summary......Page 301 Setting Up the Project......Page 303 SPMetal......Page 307 Using LINQ to SharePoint......Page 316 Testing the Workflow......Page 324 Summary......Page 327 Creating the Sample Project......Page 329 Creating the BugList Workflow......Page 355 Designing the Workflow......Page 363 Handling the Work Task......Page 378 Adding Additional State Processing......Page 382 Implementing the Event Handlers......Page 384 Adding an Association Form......Page 398 Testing the Workflow......Page 402 Summary......Page 409 Miscellaneous Topics......Page 411 Setting Up the Project......Page 413 Designing the Workflow......Page 418 Using the DelayActivity......Page 427 Testing Your Workflow......Page 429 Summary......Page 432 Creating a Workflow in the SharePoint Designer......Page 433 Importing the Workflow......Page 442 Summary......Page 451 Setting Up the SharePoint Project......Page 453 Implementing the Custom Activity......Page 457 Defining the Action......Page 464 Deploying the ActivityLibrary......Page 469 Testing Your Custom Action......Page 473 Testing the Workflow......Page 476 Summary......Page 478 Creating the Workflow Project......Page 479 Creating a Local Service......Page 482 Implementing the Workflow......Page 492 Testing the Workflow......Page 497 Summary......Page 499 Business Connectivity Services (BCS)......Page 501 Creating External Content Types......Page 503 Creating a Read-Only List......Page 504 Creating an Updatable List......Page 521 Defining an Association......Page 527 Summary......Page 535 Creating the Business Data Connectivity Project......Page 537 Using the BDC Explorer......Page 541 Implementing the CRUD Operations......Page 552 Creating a Updatable External Content Type......Page 562 Creating an Association......Page 575 Summary......Page 580 Linking the External Content Type......Page 581 Synchronizing Data......Page 588 Linking the Territories List......Page 593 Summary......Page 599 Index......Page 601 Apress Prelim 1 Contents at a Glance 6 Contents 7 Preface 21 Office Workflows 21 Integrating External Data 22 Diverse Authoring Tools 22 Summary 22 About the Author 23 About the Technical Reviewers 24 Acknowledgments 25 Introduction 26 About This Book 26 Introduction 29 Overview of Microsoft Office 31 End-User Perspective 31 Workflow Overview 33 Business Connectivity Services 34 Technology Overview 35 Summary 38 Setting Up a Development Environment 39 Single-Computer Installation 39 Installing SharePoint on a Server OS 40 Installing SharePoint on a Desktop 54 Installing SharePoint Server 60 Installing Other Applications 67 Configuring E-mail 70 Summary 71 SharePoint Primer 73 Columns 73 Content Types 79 Lists and Libraries 79 Subsites 81 Templates 82 Summary 84 Using Workflows 85 Three-state Workflow 87 Creating a New Site 87 Associating the Workflow 93 Using the Work Request Workflow 98 Workflow Tasks 102 Summary 104 Office Applications as Workflow Participants 105 Creating a SharePoint Site 105 Using the Document Workflow 110 Integrating the Task List 117 More About Tasks 120 Summary 123 Creating Workflows with SharePoint Designer 125 Creating the Site 125 Using Visio to Define a Workflow 128 Importing a Visio Workflow 130 Executing the Workflow 142 Exporting to Visio 145 Summary 146 Creating Reusable and Site Workflows 147 Reusable Workflows 147 Site Workflows 172 Summary 181 Workflows in Visual Studio 2010 183 Creating a Simple Site Workflow 185 Using Visual Studio 2010 186 Designing a SharePoint Workflow 196 Deploying the Workflow 199 Resolving Retract Issues 204 Summary 207 Exploring the SharePoint Object Model 209 Creating a SharePoint Project in Visual Studio 209 Writing SharePoint Details to the History List 213 Scanning the Tasks List 221 More About Content Types 225 Summary 226 Custom Workflow Forms 227 Creating a Sequential Workflow 227 Adding an Initiation Form 228 Implementing the Workflow 234 Content Types 242 Creating Custom Task Forms with InfoPath 2010 254 Summary 267 Handling Events 269 Modifying the Calendar List 269 Designing the Workflow 274 Testing the Workflow 297 Summary 301 LINQ to SharePoint 303 Setting Up the Project 303 SPMetal 307 Using LINQ to SharePoint 316 Testing the Workflow 324 Summary 327 Using State Machine Workflows 329 Creating the Sample Project 329 Creating the BugList Workflow 355 Designing the Workflow 363 Handling the Work Task 378 Adding Additional State Processing 382 Implementing the Event Handlers 384 Adding an Association Form 398 Testing the Workflow 402 Summary 409 Miscellaneous Topics 411 Using a ConditionedActivityGroup 413 Setting Up the Project 413 Designing the Workflow 418 Using the DelayActivity 427 Testing Your Workflow 429 Summary 432 Importing Reusable Workflows 433 Creating a Workflow in the SharePoint Designer 433 Importing the Workflow 442 Summary 451 Creating Custom Actions 453 Setting Up the SharePoint Project 453 Implementing the Custom Activity 457 Defining the Action 464 Deploying the ActivityLibrary 469 Testing Your Custom Action 473 Testing the Workflow 476 Summary 478 Pluggable Workflow Services 479 Creating the Workflow Project 479 Creating a Local Service 482 Implementing the Workflow 492 Testing the Workflow 497 Summary 499 Business Connectivity Services (BCS) 501 Creating External Content Types 503 Creating a Read-Only List 504 Creating an Updatable List 521 Defining an Association 527 Summary 535 Implementing a .NET Assembly Connector 537 Creating the Business Data Connectivity Project 537 Using the BDC Explorer 541 Implementing the CRUD Operations 552 Creating a Updatable External Content Type 562 Creating an Association 575 Summary 580 Using External Lists in Outlook 581 Linking the External Content Type 581 Synchronizing Data 588 Linking the Territories List 593 Summary 599 Index 601 9781430229049

Workflow is the glue that binds information worker processes, users, and artifacts. Without workflow, information workers are just islands of data and potential. Office 2010 Workflow details how to implement workflow in SharePoint 2010 and the client Microsoft Office 2010 suite to help information workers share data, enforce processes and business rules, and work more efficiently together or solo.

This book covers everything you need to know—from what workflow is all about to creating new activities; from the SharePoint Designer to Visual Studio 2010; from out-of-the-box workflows to state machine workflows. There’s even a section on integrating external data with Business Data Services.

Want solid knowledge of how to implement workflow in the new world of Office and SharePoint? Pick up Office 2010 Workflow today.

What you’ll learn

• Understand the complete range of design tools available for both developers and non-technical staff.
• Understand how to design effective, reusable, declarative workflows.
• Use the vastly improved SharePoint Designer 2010 to edit workflows.
• Design workflow processes with Visio 2010.
• Use Visual Studio 2010 to create complex workflows.
• Create custom declarative activities in Visual Studio that you can then use in SharePoint Designer.
• Integrate your business data through SQL mapping or with .NET code.

Who this book is for

This book is for anyone who wants to learn how to implement workflows within SharePoint and Office 2010. It is an intermediate-level book that assumes a working familiarity with SharePoint and elementary coding skills.

Table of Contents

1. Overview of Microsoft Office
2. Setting Up a Development Environment
3. SharePoint Primer
4. Three-state Workflow
5. Office Applications as Workflow Participants
6. Creating Workflows with SharePoint Designer
7. Creating Reusable and Site Workflows
8. Creating a Simple Site Workflow
9. Exploring the SharePoint Object Model
10. Custom Workflow Forms
11. Handling Events
12. LINQ to SharePoint
13. Using State Machine Workflows
14. Using a ConditionedActivityGroup
15. Importing Reusable Workflows
16. Creating Custom Actions
17. Pluggable Workflow Services
18. Creating External Content Types
19. Implementing a NET Assembly Connector
20. Using External Lists in Outlook