Download - Nintex Workflows 2007 Evaluation
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Introduction Product Administration Preferences and Security Settings Workflow Designer Interaction with SharePoint Common Workflow Actions Extending NW 2007 Additional Resources
Agenda
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A custom workflow solution built on top of WSS 3.0 and MOSS 2007 developed by Nintex.
What is NW2007?
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Enterprise Edition – It has all features of the product including features for integration with external LOB systems, SP search, SP Records center, Active Directory and SP User Profile integration etc.
Standard Edition – Doesn’t have the additional features mentioned above in Enterprise edition.
Workgroup Edition – It has same features as in Standard edition but is available for limited number of sites.
Feature-wise comparison of different editions of NW 2007
Variants
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Easy Drag and Drop web based interface for workflow development and management.
No code Workflow Development
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Dedicated section in SharePoint Central administration application for Product Administration.
Product Administration
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Database settings – Configuration and Content Database
Allowed Activities – Configuring the actions workflows can perform on the farm
Message Templates – Configuring the templates to be used for approval emails etc.
Licensing settings – Configuring license to use.
Global settings – Common for all sites in all farms
Product Administration
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Web Application Level – If this option is disabled, site collections / sites will not have any NW 2007 features
Site Collection Level – Activated / De-activated using site collection SharePoint Features
Site Level – Activated / De-activated using site level SharePoint Features
Activation Levels
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Provision of sending workflow alerts on Emails, Communicator and SMS in business and off-hours
Preferences
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Security settings for permission groups provided by default with product e.g. Lazy Approvers, Workflow designers etc.
Security Settings
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Pinned Action Palette with a Design Canvas for No code designing of workflows.
Workflow Designer Features
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Actions menu for Creating, Saving, Publishing, Exporting/Importing Workflows
Settings menu to Provide Workflow Startup data / options and set Workflow variables.
Workflow Designer Features
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Provision of collecting data from users at the start of a workflow and storing it in Workflow variables.
Workflow Designer (Start Data)
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Configuring whether the Workflow will be started manually or automatically when a SharePoint item is created or modified.
Workflow Designer (Start Options)
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Use of Workflow variables for storing combination of different values already existing in the system to be used later on.
Workflow Designer (Workflow Variables)
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Complete workflows can be saved as templates to be re-used later on.
Most frequently used combination of workflow actions can be saved as snippets.
Workflow Designer (Templates, Snippets and Publishing)
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Workflows like any other SharePoint artifact in Publishing site needs to be published to be used.
Multiple versions of same workflow can be published.
Workflow Designer (Publishing)
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Available for “Request Approval” and “Request Action” Workflow actions with E-mail delivery method.
Needs to be explicitly enabled.
Workflow Interaction with SharePoint (Lazy Approval)
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Users can approve a request or provide data in a workflow by replying to an E-mail with a pre-configured word recognizable by system.
Configurable informative footer text appended to mail requesting for Lazy Approval.
Administrator can configure a list of acceptable and recognizable terms.
Workflow Interaction with SharePoint (Lazy Approval)
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Any approval or review task can be configured to be delegated.
Users can configure personal task delegation preferences.
Workflow Interaction with SharePoint (Task Delegation)
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A time interval can be specified during which tasks requiring approval / review by a user will be delegated to other configured users.
Scope of delegation can be restricted to specific site or entire farm.
Workflow Interaction with SharePoint (Task Delegation)
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A library or list item can be associated with a scheduled workflow.
Workflows can be scheduled to start at a specific date and end after a specific number of occurrences or on a specific date.
Infinitely executing workflows can also be configured.
History and status of workflow associated with a list / library can be accessed on a dedicated screen.
Workflow Interaction with SharePoint (Scheduling & History)
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Commonly used web parts with Nintex Workflows are -
My Workflow task web part Workflows I’ve Started web part Graph Viewer web part – for graphical
display of workflow reports (Only available in NW 2007 enterprise edition)
Report Viewer web part – for displaying workflow reports.
Workflow Interaction with SharePoint (Web parts)
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Integration with LOB systems, Web Services, XML; managing SP Libraries, Lists, Sites, User Interaction; logical constructs and mathematical operations.
Common Workflow Actions
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Nintex provides SDK for extending NW 2007. Commonly customized features are –
InfoPath Forms Integration Custom workflows actions Custom inline functions Custom web service integration Deploying Nintex workflows as part of
SharePoint WSP
Extending NW 2007
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Demonstration Videos Feature-wise comparison of different edition
s of NW 2007
Product help files and SDK (free account creation required)
Trial Center (Access the “Get Trial” section to download trial version or evaluate the product on hosted site)
Additional Resources