Sharepoint 2013 workflows architecture
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SharePoint 2013 Workflows Architecture. Presented by Srini Sistla @srinisistla. t hank you. MICROSOFT MANIACS USER GROUP SPONSOR(S) AUDIENCE. a bout me. AUTHOR Pro SharePoint 2013 Business Intelligence ( Apress ) Pro SharePoint 2010 Business Intelligence ( Apress )

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SharePoint 2013 Workflows Architecture

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Sharepoint 2013 workflows architecture

SharePoint 2013Workflows Architecture

Presented by

Srini Sistla

@srinisistla


T hank you

thank you

  • MICROSOFT MANIACS USER GROUP

  • SPONSOR(S)

  • AUDIENCE


A bout me

about me

  • AUTHOR

    • Pro SharePoint 2013 Business Intelligence (Apress)

    • Pro SharePoint 2010 Business Intelligence (Apress)

    • Pro SharePoint Migration (Apress)

    • SharePoint 2013 Development Machine ** (Self Published)

  • SPEAKER

    • INETA, SharePoint Saturday, CAPAREA.NET, SUGDC

  • BLOGGER

  • SHAREPOINT 2010 ARCHITECT / CONSULTANT / SME


Agenda

agenda

  • ARCHITECTURE

  • DETAILS

  • YOUR DEVELOPMENT MACHINE FOR WORKFLOWS

  • DEMO


Comparison

comparison


2010 vs 2013

2010 vs. 2013

  • SharePoint 2010 hosted the Workflow Foundation (WF) workflow runtime

    • Tightly coupled workflow to SharePoint 2010

  • Workflow data kept in SharePoint content databases

  • Challenges:

    • Designed for on-premise deployments (scale)

    • In SharePoint, extending WF meant you had to be a box admin

    • Analytics on current/previous workflow instances hard to acquire

    • Executed in the context of SharePoint as super user

  • Workflow now treated as a service in SharePoint 2013

  • Moved to Windows Azure Workflow

    • No longer runs in the content farm

    • No longer runs on SharePoint WFE / App servers

    • Harnesses the latest workflow technology from Microsoft

  • Windows Azure Workflow available for on-prem deployments

  • Improves stability, scalability & transparency


Architecture

architecture

SharePoint Designer

SharePoint

Visual Studio

Events

Content

People

Sharing

2010 WF

Access Control

OAuth

Instances

Interop

_API (REST OM)

Workflow Manager

Deployment

Messaging

Workflow Services Manager

WF Service Application Proxy

Service Bus

Workflow Client


Sharepoint 2013 and workflow service

SharePoint 2013 and Workflow Service

Access Control

SharePoint Designer

SharePoint

Visual Studio

Events

Content

People

Sharing

2010 WF

OAuth

_API (REST OM)

Workflow Manager

Workflow Services Manager

Instances

Interop

Service Bus

Workflow Client

Deployment

Messaging

WF Service Application Proxy


Architecture1

architecture


Improvements

IMPROVEMENTS

NEARLY 50 NEW/IMPROVED FEATURES AND ACTIONS THIS RELEASE!!!!

Do “App-Level” operations with App Step

Rapid design with the Visual and Text-Based Designers

Copy & Paste in the Text-Based Designer

New “Assign A Task” & “Start a Task Process” actions

Enhanced parallel blocks

Stages!

Looping!

Enhanced portability & packaging through WSP and VSDX files

Full integration with Project Server workflows

Leverage web services(HTTP/REST)

Complex data types with ‘Dictionary’ variables

Support classic 2010 workflow type and interoperability


Improvements1

IMPROVEMENTS

Rapid design with the Visual and Text-Based Designers

Copy & Paste in the Text-Based Designer

New “Assign A Task” & “Start a Task Process” actions

Do “App-Level” operations with App Step

NEARLY 50 NEW/IMPROVED FEATURES AND ACTIONS THIS RELEASE!!!!

Stages!

Looping!

Enhanced portability & packaging through WSP and VSDX files

Enhanced parallel blocks

Leverage web services(HTTP/REST)

Complex data types with ‘Dictionary’ variables

Support classic 2010 workflow type and interoperability

Full integration with Project Server workflows


Improvements2

IMPROVEMENTS

Do “App-Level” operations with App Step

NEARLY 50 NEW/IMPROVED FEATURES AND ACTIONS THIS RELEASE!!!!

Rapid design with the Visual and Text-Based Designers

Copy & Paste in the Text-Based Designer

New “Assign A Task” & “Start a Task Process” actions

Stages!

Looping!

Enhanced portability & packaging through WSP and VSDX files

Enhanced parallel blocks

Leverage web services(HTTP/REST)

Complex data types with ‘Dictionary’ variables

Support classic 2010 workflow type and interoperability

Full integration with Project Server workflows


Improvements3

IMPROVEMENTS

  • Introducing “Stages”

    • Provides support for repeating & skipping workflow steps

  • Declarative workflows have loops

    • Loop # times / with condition / with expression

  • Declarative workflows can call REST/SOAP services

  • SharePoint 2010 required developers when:

    • Call SharePoint API

    • Connect & query databases

    • Consume feeds (ATOM / REST)

    • Call Web Services / REST

  • SharePoint 2013 enables workflow authors to do all this declaratively


Workflows in designer

Workflows in designer

  • Improved visual designer

    • Integrated the Visio designer into SharePoint

    • Can switch between visual designer & sentence-style

    • Editable properties helper

  • Stages & Loops

  • Calling REST Web Services

  • Designer supports cut / copy / paste / undo / redo / select-all

  • Improved email editor (rich formatting)

  • Each stage has an entry point & gate

    • Gate: conditional transition point where workflow exits

  • Underlying core in WF4 flow step in a flowchart

  • Can contain multiple steps

  • Mitigates SharePoint Designer loop limitations


Workflows in visual studio

Workflows in visual studio

  • Can create WF 3.5 or WF 4 workflows

    • For WF 4, Azure Workflow required

    • For WF 3.5, see Workflow Interop Bridge…

  • Focus is around declarative workflows

    • Push custom code logic to Web services

  • Programmatic workflows still possible, but only in Windows Azure Workflow

  • Workflow tools: SharePoint Designer & Visual Studio


Designer vs visual studio

Designer vs visual studio


Interop bridge

Interop bridge

  • Enables SharePoint 2010 workflows to work in 2013

  • Execution engine hosted in SharePoint 2013

  • Interop bridge:

    • Negotiates between two execution engines (SP2010 & SP2013)

    • Delegates SP2010 workflows to SharePoint from WAWS

  • Invoke SP2010 workflow action from WAWS with InvokeSharePointWorkflow action


Interop bridge1

INTEROP BRIDGE


Sharepoint 2013 workflows architecture

Processing

Workflow Backend

SharePoint

Assign Task

_API

Lookup User

Reserve Task Id

Site

Users

Tasks

Create Task

GET

POST

POST

3

1

2

GET /…/web/siteuserinfolist/items?$filter=id eq {0}

POST /…/web/lists(guid'{0}')/reservelistitemid

Service Bus

Persist

POST /…/web/lists(guid'{0}')/items

  • REST/OData message format

  • Retry on failure

  • Repeatable (idempotent) Create, Read, Update and Delete

  • Merge update with conflict resolution (HTTP ETag)

Instances


Sharepoint 2013 workflows architecture

Processing

Workflow Backend

SharePoint

Workflow Frontend

Assign Task (cont)

_API

Register Interest

Wait For Notification

Site

Users

Tasks

Service Bus

Receive &

Persist

Messages

Instances


Sharepoint 2013 workflows architecture

Farm Node

WF Manager

WF Manager

WF Manager

SharePoint

SharePoint

SharePoint

Farm Node

Database

load balancer

Farm Node

Collocated Topology


Sharepoint 2013 workflows architecture

SP Farm 1

Workflow Client

Workflow Cluster

load balancer

SP Farm 2

  • Each SP farm targets a different Workflow Manager scope

  • Independent security realms

Workflow Client

Federated Topology


Configure

Configure


Configure1

Configure


Configure2

Configure


Configure3

Configure


Configure4

Configure

Register-SPWorkflowService –SPSite “http://sp/sites/awfs”

–WorkflowHostUri “http://sp:12291” –AllowOAuthHttp


Sharepoint 2013 workflows architecture

demo

how-to?


Business requirement

business requirement

A very famous actor, and producer wants to direct movie. He wants to engage, collaborate and send information to his cast and crew in timely fashion. His tech Manager delivers views in Visio diagram. Requirements at high level are –

  • Need a very quick solution

  • Find the actor information from local first and additional information from IMDB

  • Send financial information to the producer

  • Monitor if the finance statement is approved

  • Send daily schedule and notes to the actors

  • Learn if the actors have any schedule conflicts or questions on the notes and are reviewed and approved

  • Maintain all the notes and finance statements in one website and invite the producer, actors and crew to collaborate on the overall progress .

  • Use the provided Visio if possible to build the workflow


Actors

actors

Will

Leo

Ann

Jenny

Actor, Director

SP Role: Site Owner, Approver

Actor, Producer

SP Role: Designer, Visio Expert

Actress, Producer

SP Role: Content Owner, Reviewer

Actress

SP Role: Content Owner, Approver


Solution

Solution

  • Leverage SharePoint 2013 out of the box features as much as possible for

    • Quick and Rapid App Development and delivery

  • Use SharePoint Designer 2013 workflows and in specific

    • HTTP/REST Web Services

      • Use Dictionary Variables

    • Assign A Task

    • Stages

      • Demonstrate on the list what stage of the workflow currently the status is in

    • Use new Email features

  • Use the provided Visio diagram


Migrating from 2010 to 2013

Migrating from 2010 to 2013

  • 2013 is based on new architecture – Workflow Manager

  • Runs on Workflow Foundation 4

  • Declarative and is in XAML Format

  • 2010 workflows run as-is on 2013 platform

  • Recreate them if you need to use them

  • Use workflow interop – allows 2010 workflows to run within 2013.


Questions thank you and my contact

questions, thank you and my contact

@srinisistla

http://blog.srinisistla.com


Useful downloads links

USEFUL DOWNLOADS / links

SharePoint Designer 2013 – http://www.microsoft.com/en-us/download/details.aspx?id=35491

What's new in WF in 2013 – http://technet.microsoft.com/en-us/library/jj219638.aspx

Getting Started - http://technet.microsoft.com/en-us/library/jj227177.aspx

Develop using VS 2012 - http://technet.microsoft.com/en-us/library/jj163199.aspx

Setup configure WF Manger - http://technet.microsoft.com/en-us/library/jj163276.aspx

Workflow Manager 1.0 - http://technet.microsoft.com/en-us/library/jj193528.aspx


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