SPCA2013 - Windows Workflow Manager for the IT Pro

1. Windows Workflow Manager for the IT Pro Penelope Coventry

3. Speaker Bio PPP Consulting Ltd Microsoft MVP SharePoint Server MCSE: SharePoint Independent Consultant Author/Co-author of 10+ SharePoint Books Trainer Worked with SharePoint since 2001 Based in UK, work in Europe & US Blogs/Web Site http://www.sharepointdesignerstepbystep.com/ Twitter: @pjcov

4. Agenda Overview SharePoint 2013 Workflows Out-of-the-Box SharePoint 2010 Workflows SharePoint 2013 Workflows & SharePoint Designer 2013 IT Infrastructure Workflow Manager Installation

5. SharePoint 2013 : Two Workflow Engines SharePoint Workflow Host o o o o o Classic model 2010 model No enhancements Same limitations Same Actions/Conditions Workflow Manager o o New model 2013 model

6. Comparing 2010 / 2013 Workflow WF 3.5 o Workflows run inside SharePoint WF 4.5 o Workflows run outside in remote service

7. 2010 Issues that 2013 Addresses 2010 o o o o On-Premise focus Full-trust extensions Limited scale Limited robustness 2013 o o o o Cloud On-Premises CSOM/REST/OAuth Flexible scale More robust

8. Why use 2010 workflow at all? Youre upgrading You know 2010 workflow; it works Quirks well-understood No extra installations o o You have SharePoint Foundation o 3.5 and 4.5 are incompatible No upgrade / conversion option o o Workflow Manager SharePoint Server Depends on SharePoint User Profiles You want features not in 2013 o (and you dont want to use Visual Studio)

10. SharePoint 2013 Workflow Templates There isnt any

12. SharePoint 2010 Workflows As Before Workflow Foundation 3.5 Use Visio To Capture Requirements Use SharePoint Designer or Visual Studio to Build Workflow Templates

14. SharePoint 2013 Workflows New Building Blocks Stages Control Actions Loop o o App-Only Step o Loop n times Loop with Condition o Actions (activities) run as App ID permission Not restricted to permissions of initiator Parallel Block o CompletionCondition short-circuit of exit

15. New Variable Type: Dictionary Container o Actions o o o A Collection of other Variables Build Dictionary Count Items In A Dictionary Get An Item From A Dictionary Critical when using Call HTTP Web Services

16. Copy & Paste Workflow logics can be copied and pasted Pasted into Word & Notepad

17. Packaging Not only reusable workflow but also list/site workflow can be packaged

18. Views - Visual Designer New design surface in SharePoint Designer 2013 o o o Creating and editing SharePoint 2013 workflows Based off the Visio design surface Click and drag experience for creating/editing Workflow Fully integrated experience between Business Analyst and Workflow Developer o o SPD and Visio both use the same VSDX file Stage View for flow-level view

19. SharePoint 2013 Workflows: Missing Actions & Conditions Document Set related actions o o o o Capture a version of the Document Set Send Document Set to Repository Set Content Approval Status for the Document Set Start Document Set Approval Process Impersonation Step Permission related actions and conditions o o o o o o Add List Item Permissions Inherit List Item Parent Permissions Remove List Item Permissions Replace List Item Permissions Check list item permission levels (condition) Check list item permissions (condition)

20. SharePoint 2013 Workflows: Missing Features Task and Task Process related actions o o o o o o Assign a Form to a Group Assign a To-do Item Collect Data from a User Start Approval Process Start Custom Task Process Start Feedback Process Others o o o o o o Lookup Manager of a User Declare Record Set Content Approval Status Wait for Field Change in Current Item If current item field equals value (condition) Impersonation Step (Block)

21. SharePoint 2013 Workflows: No Visualization Not supported in WF4

22. Windows 2013 Workflows: No InfoPath Forms Not supported in WF4 Aspx pages are auto-generated: o o o Association Form Initiation Form Task forms

23. Mitigation Start a List Workflow Start a Site Workflow 23

24. WINDOWS 2013 WORKFLOWS: VISUAL DESIGNER TEXT-BASED DESIGNER

26. What is Workflow? Window Workflow Foundation: 3 components o Runtime Activity Programming Model Runtime Workflow Execution Workflow Lifecycle Management o Workflow Activity Library Activities Sequential State Machines Custom Activities o Activities Core Runtime (Workflow Instance) Persistence Tooling No Inherent execution process Host Runtime & Services Tracking Timers Process (.exe, IIS, ) Tooling VS Designer Rehost Designer Custom Designer 26

27. Hosting .NET Workflows Async execution of a single workflow instance Explicit, fine-grained control of the WF runtime Host application integration WF-driven UI Async execution of multiple workflow instances Supports durable timers, persistence, tracking, WCF SOAP, correlation, etc. Systems integration Service-based architecture Multi-tenant, scalable hosting of workflows Turnkey artifact management Supports durable timers, persistence, HTTP, pub/sub using Service Bus, etc. Extensible SaaS applications Workflow Application Activity Prog Model Core Runtime Host Services Workflow Service Host Activity Prog Model Core Runtime Host Services Workflow Manager Activity Prog Model Core Runtime Host Services

28. What is Workflow Manager? Design Goals o o o o o Scale & Reliability Multi-tenancy Cloud-based Messaging Turnkey WF4 Prog Model HTTP & HTTPS WF Resources .NET Client WF Backend (.EXE) WF Gateway (IIS) Service Bus

29. Workflow Manager Components 29

30. Workflow Manager Infrastructure HTTP or HTTPS communication One App Pool: WorkflowMgmtPool One Site: Workflow Management Site 6 SQL Server Databases o WFManagementDB WFInstanceManagement DB WFResourceManagemet DB 4 Windows NT Services o o o o WorkflowServiceBackend Service Bus Backend Service Bus Gateway FabricHostSvc Workflow Databases o Service Bus Databases: SBManagementDB SbGatewayDatabase SBMessageContainer01

31. SharePoint 2013 Workflows SharePoint Workflow Authoring SharePoint WF Workflow Visual Studio SharePoint Designer WF HTTP / OData Office 365 ----SharePoint Server Windows Azure Workflow ----Workflow Manager

32. Workflow Manager Architecture

34. Workflow Manager Installation: Before 1. SQL Server o o 2008 R2 SP1, Express 2008 R2 SP1, or 2012. TCP/IP connections or named pipes must be configured in SQL Server. 2. Minimum Hardware: 2 Cores, 2GB RAM o o Windows Firewall must be enabled. Ports 12290 and 12291 must be available 3. User Accounts i. ii. iii. Configuration user: administrative credential RunAs User (service account) Admin Group

35. Workflow Manager Installation Install o o o Using WebPI or Download Center Prerequisites Binaries Run Workflow Manager Configuration Wizard Create Workflow Manager Farm o o Certification Generation Key Similar to PassPhrase in a SP Farm

36. Web Platform Installer (WebPI) Free tool Makes getting the latest Web components easy o o o o o o o o Internet Information Services (IIS), SQL Server Express, .NET Framework and Visual Web Developer Service Bus 1.0 Service Bus 1.0 Cumulative Update 1 Workflow Manager 1.0 Workflow Manager 1.0 Cumulative Update 1 36

37. Autogenerated Certificates Workflow Manager Configuration wizard o Service Bus o o o Expiry date (5 years) AppServerGeneratedSBCA Farm certificate Encryption certificate Workflow Manager o o o Services SSL certificate Self-signed Encryption certificate Outbound signing certificate CA Root Certificate 37

38. Viewing Certificates 38

39. Check Workflow Manager Installation PowerShell o o o o Get-SBFarm Get-SBFarmStatus Get-WFFarm Get-WFFarmStatus Browser o https://wmnlbname:12290 39

40. Register Workflow Manager Farm with SharePoint Farm SharePoint Server : o At least KB2767999 March 2013 Cumulative Update Register-SPWorkflowService SPSite http://intranet.adventure-works.com WorkflowHostUri https://wmnlbname:12290 AllowOauthHttp If SP Server not a Workflow Node: Install Client Version of WM

41. Check Workflow Manager to SharePoint Communication Central Administration o o Workflow Service Application Proxy Workflow Service Status page Workflow is Connected Create a SharePoint 2013 workflow using SharePoint Designer 41

42. Valid Topologies and High Availability Storage No Native support in Workflow Manager o o o SQL Mirroring SQL Replication Backups and / or Backup and log shipping Service Bus o One or Three servers 42

43. Recommended Configurations Use o o o o o SSL SQL Alias for SQL Server Separate SQL Instance Dedicated RunAs (service) Account Leave everything else as defaults Use Workflow Manager Configuration Wizard or PowerShell Disaster Recovery / Business Continuity 43

44. Monitoring a Workflow Manager Farm Performance Counters Event Tracing for Windows(ETW) o Windows PowerShell o Event Viewer Get-WFFarm System Center Operations Manager Management Pack

45. Resources Spence Harbars Workflow Manager series o Andrew Connells blog o http://www.andrewconnell.com/Tags/Workflow Configure workflow in SharePoint Server 2013 o http://technet.microsoft.com/en-us/library/jj658586.aspx Workflow Manager 1.0 o http://msdn.microsoft.com/en-us/library/jj193528(v=azure.10) Service Bus Architecture o http://www.harbar.net/archive/2013/08/02/Article-Workflow-Manager-Farms-for-SharePoint2013-Part-Four-End.aspx http://technet.microsoft.com/en-us/library/72646b45-646f-4dfb-ab52e42f187655e7(v=azure.10) Disaster Recovery and Scope Restore in Workflow Manager 1.0 o http://msdn.microsoft.com/en-us/library/jj730570(v=azure.10).aspx Web Platform Installer v4 command line (WebPICMD.exe) o http://www.iis.net/learn/install/web-platform-installer/web-platform-installer-v4-command-linewebpicmdexe-rtw-release 45

46. Questions 46

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SPCA2013 - Windows Workflow Manager for the IT Pro

Technology

sql server

service bus

workflow manager

visual studio

sharepoint

windows 2013

sharepoint

2010 workflow