Workflow in the 2007 Microsoft Office System

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ISBN: 9781590597002 | 1590597001
Cover: Paperback
Copyright: 2/19/2007

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Workflow is the glue that binds information worker processes, users, and artifacts. Without workflow, information workers are just islands of data and potential.Workflow in the 2007 Microsoft Office Systemdetails how to implement workflow in SharePoint 2007 and the rest of the 2007 Office System to help information workers share data, enforce processes and business rules, and work more efficiently together or solo.This book covers anything you're likely going to need to know -- from what workflow is all about, to creating new Activities; from InfoPath forms to ASP.NET forms; from the Rules Engine to the object model. Theres even a section on integrating Office 2003 clients with SharePoint 2007 workflows. Youll come away from reading this book with solid knowledge of how to implement workflow in the new world of Office and SharePoint.

Foreword	p. xiii
About the Author	p. xv
About the Technical Reviewer	p. xvii
Acknowledgments	p. xix
A New Beginning
Introduction	p. 3
Introducing Workflow	p. 3
Workflow Scenarios	p. 5
Types of Workflow	p. 7
Workflowasaurus: Workflow in the Pre-Office 2007 Mesozoic	p. 16
Ladies and Gentlemen...Windows Workflow Foundation	p. 17
Windows Workflow Foundation Architecture	p. 17
Office 2007 Workflow Technology	p. 22
Introducing the Office 2007 Client	p. 23
Introducing the Office 2007 Servers	p. 28
The Cast of Ben-Hur	p. 32
Key Facts Summary	p. 33
Sample Office 2007 Workflow Scenarios	p. 34
Summary	p. 35
Getting Started	p. 37
Setting Up the Environment	p. 37
Scenarios in This Book	p. 43
Welcome to KCD Holdings	p. 43
Scenarios in the Chapters	p. 46
Summary	p. 47
Having an Out-of-the-Box Experience
Using the Default Workflows	p. 51
The Out-of-the-Box Workflows	p. 51
WSS Workflow: Three-State	p. 52
MOSS Workflow: Document Approval	p. 53
Solving the Problem: The Workflow Administrator's Role	p. 55
Showcasing the Solution	p. 62
Permutations = Power	p. 73
Benefits of the Solution	p. 76
Workflow in Previous Office Versions	p. 77
Summary	p. 78
Using the SharePoint Designer	p. 79
Introducing the SharePoint Designer	p. 79
Overview of the Workflow Designer	p. 80
Steps	p. 81
Conditions	p. 81
Actions	p. 83
Variables	p. 86
Workflow Lookups	p. 87
Initiation	p. 89
Check Your Workflow	p. 89
Information Types	p. 90
Workflow Forms	p. 93
Constructing a Workflow with the Workflow Designer	p. 93
Going Through the Steps	p. 95
Deploying Our New Workflow	p. 106
Testing 1, 2, 3...Testing 1, 2, 3	p. 106
Summary	p. 109
Teaching Your Workflow to Dance
Activities	p. 113
Simple Activities	p. 113
Composite Activities	p. 115
Out-of-the-Box Activities	p. 115
WF Activities	p. 116
SharePoint Activities	p. 121
Building a Custom Simple Activity	p. 124
Setting Up the Environment	p. 127
Coding the Activity	p. 128
Adding Custom Properties	p. 135
Wrapping It All Up	p. 138
Finishing and Compiling	p. 146
Deploying Our Activity	p. 146
Building a Custom Composite Activity	p. 146
Setting Up the Environment	p. 147
Coding the Activity	p. 148
Compiling and Finishing	p. 154
Summary	p. 155
Building a Workflow with Visual Studio 2005	p. 157
Getting Started	p. 157
New Project Types	p. 157
Building a Sequential Workflow	p. 159
Working in the Designer	p. 161
Adding Activities	p. 165
Writing All That Code	p. 174
Compiling and Wrapping Up	p. 176
Deploying Our Workflow	p. 176
Testing Our Workflow	p. 183
Wrap Up	p. 186
Building a State Machine Workflow	p. 186
Exploring State Machines and the State Machine Designer	p. 187
Working in the Designer	p. 195
Deploying and Testing	p. 202
Deploying to Production	p. 202
Summary	p. 203
Workflow Forms	p. 205
Types of Forms	p. 205
Introducing InfoPath	p. 205
ASP.NET	p. 208
Association and Initiation Forms	p. 208
Modification Forms	p. 210
Task Forms	p. 211
Creating Custom Workflow Forms	p. 212
Using InfoPath Forms	p. 212
Using ASP.NET Forms	p. 239
Summary	p. 151
Turning Things Up a Notch
Workflow Rules	p. 255
Rule Mechanics	p. 257
Code Conditions	p. 259
Declarative Rule Conditions	p. 260
Policy Activity	p. 266
Office Workflow External Policy Solution	p. 275
External Policy Activity	p. 276
Rule Management	p. 284
Putting It All Together-A Sample Workflow	p. 295
Summary	p. 300
A Workflow Smorgasbord	p. 301
Dehydration	p. 301
Reality Check	p. 302
Workflow Processing	p. 302
Debugging	p. 304
Going Mobile	p. 306
SharePoint Mobile Views	p. 307
Outlook Synchronization With SharePoint	p. 309
The Mobile Experience	p. 310
Fault Handling	p. 313
Configuring Fault Handlers	p. 316
Local Scope	p. 318
Fault Handling Summary	p. 319
Canceling Workflows	p. 319
Tools Comparison	p. 321
Integrating Office 2003	p. 322
Getting Started	p. 323
Write a Web Service	p. 325
Create the VSTO Solution	p. 329
Create the File Share	p. 334
Publish the Solution	p. 334
Create Site and Document Library	p. 335
Move VSTO Document	p. 335
Switch New Document Template	p. 335
Set Security	p. 336
Test	p. 336
Celebrate	p. 337
Wrapping Up	p. 337
Picking On People-The InfoPath Contact Picker and the ASPX People Editor	p. 338
InfoPath Contact Picker	p. 340
ASPX People Editor	p. 345
Building with Blocks-The Makings of an ASPX Form	p. 350
XAML	p. 355
Hiding Documents During Workflow Processing	p. 357
Custom Conditions and Actions for SPD	p. 359
Custom Actions	p. 359
Custom Conditions	p. 363
Activity Verbs	p. 365
Workflow Reports	p. 367
Odds and Sods	p. 368
Summary	p. 369
The Workflow Object Model	p. 371
Primary Objects	p. 371
SPWorkflow	p. 372
SPWorkflowCollection	p. 374
SPWorkflowFilter	p. 375
SPWorkflowActivationProperties	p. 376
SPWorkflowAssociation	p. 378
SPWorkflowManager	p. 381
SPWorkflowState	p. 382
SPWorkflowTask	p. 383
SPWorkflowTaskProperties	p. 384
SPWorkflowTemplate	p. 384
SPWorkflowHistoryEventType	p. 385
Workflow Throughout the Object Model	p. 386
MOSS	p. 387
Workflow Web Service	p. 387
Extensions to the Core Object Model	p. 388
Summary	p. 388
Frequently Asked Questions	p. 389
Introduction and General Questions	p. 389
Development Questions	p. 391
Administration Questions	p. 396
Glossary	p. 399
Index	p. 405
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