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1、The K2 Designer for SharePoint (Fundamentals),This learning module introduces the K2 Designer for SharePoint and describes the design, assembly and deployment of SharePoint-centric workflow applications using K2 Designer for SharePoint,100.LAXVersion:2 Revision:1Duration: 2.5 hours, SourceCode Techn
2、ology Holdings, Inc. All Rights Reserved,Module prerequisites and target audience,Target AudienceSharePoint administrators, site owners, SharePoint designers and SharePoint developersPrerequisite knowledgeFamiliarity with SharePoint 2010SharePoint terminology (sites, lists, libraries, items)Creating
3、 new lists and librariesWorking with list items and documents in SharePointSharePoint SecurityFamiliarity with Microsoft InfoPath (optional)K2 fundamentals (100.SEA module)CompatibilityK2 blackpearl V 4.5 update 1420 or higherScopeUsing K2 Designer for SharePoint to build workflow solutionsFundament
4、als of designing, assembling, deploying, executing and monitoring K2 applications built with K2 Designer for SharePoint,SharePoint concepts and terminology,K2 Designer for SharePoint,K2 Designer for SharePoint Introduction,Web-based Process Design Tool (Requires Microsoft Silverlight)Accessed throug
5、h SharePoint Lists and LibrariesUsed to design SharePoint-centric or InfoPath-based processesPublishes workflows to a K2 Server,Enabling and accessing the K2 Designer for SharePoint,Access the K2 Designer for SharePoint from a List or Library,Enable the K2 Designer by activating the K2 Designer for
6、SharePoint Menu Item feature for the site, using SharePoint Site Settings,Typical workflow applications built with K2 Designer for SharePoint,SharePoint Item-centric workflow applicationsWorkflows that are based on and interact with content items like Documents and List itemsDocument review, rework
7、and approvalList Item submission, approval and updatingInfoPath form-based workflow applicationsUse InfoPath forms to start workflow and capture user input during user tasksInfoPath forms provide rich User Interfaces that do not require codingWorkflows with simple to intermediate complexityUse K2 Sm
8、artForms to complete user tasksVoting scenarios, escalations and email notificationsRework loops Parallel steps Integrate with external LOB systems through SmartObjectsNote: writing custom code IN a workflow is not possible in K2 Designer for SharePoint,LAB A: “Hello, World!” using K2 Designer for S
9、harePoint,In this guided lab exercise, the instructor will guide you through creating a simple workflow using the K2 Designer for SharePoint.,10 minutes,K2 Designer for SharePoint Terminology,Process/Workflow,Step,Outcomes,User Task,Server Task,Application Development Cycle,DESIGNProcess Discovery a
10、nd DesignDetermine Integration with LOB systemsDesign User Interfaces and Reports,ASSEMBLEGenerate (or build) SmartObjectsCreate InfoPath/SmartForm User Interfaces, if neededCreate workflows using the K2 Designer for SharePointIntegrate with systems using wizards and SmartObjectsConfigure workflow r
11、ules and behaviorBuild custom reports,DEPLOYPublish K2 artifacts to K2 ServerConfigure process portal (optional)Configure additional securityPublish other application artifacts,EXECUTEStart workflowComplete tasksRespond to notifications,MONITORError managementWorkflow ReportsOptimization,DESIGN,ASSE
12、MBLE,DEPLOY,EXECUTE,MONITOR,Design (1/2),PeopleWho are the participants and how are they identified (Roles, Groups, Org Structure etc.)Who is allowed to start, report on or administer the workflow?Other application security/authorization concernsFormsHow will users interact with the application?What
13、 data is important on the Forms to allow users to complete their work?Form mock-ups or use cases are very usefulDataWhat data is important in the workflow, and how should that data be captured/retrieved/updated?Will the data be used elsewhere?What systems does the application need to interact with a
14、nd how would that integration work? Are these existing SmartObjects for the integration?,DESIGN,Note: Learning module 200.IDO Gathering specifications and requirements for K2 projects describes the design process in much more detail,Design (2/2),WorkflowHow will the workflow be started? Manually by
15、a user or automatically when an item is created?What are the steps in the workflow?Are the Steps performed by a human or a system?If tasks are performed by people, who are those people?What work is performed in each task?What are the decision points, conditions and paths in the workflow?What are the
16、 rules regarding Notifications and Escalations?Are the rules static or dynamic?Draw a Workflow diagramReportsWhat reports are required?How will users access reports?,DESIGN,Assemble: High-level tasks,Set up resources and dependenciesCreate the required SharePoint Lists or Libraries and other data so
17、urcesSet up integration pointsDefine security groups (SharePoint, AD, K2 Roles)Create SmartObjectsCreate and deploy SmartObjectsCreate FormsCreate InfoPath or SmartForm forms, if neededCreate WorkflowsSetup workflow Start, Properties, Data fields and securityAdd User Tasks and set up Participants, Notifications, Actions and OutcomesAdd and configure Server TasksConfigure EscalationsDesign ReportsIf required, create custom reports (external design tool),
