8/13/2008. MOSS, K2 and Mixon Automating your Customer On-boarding process with Microsoft Office SharePoint Server (MOSS) 2007 and K2 blackpoint

Transcription

1 August 13, 2008 MOSS, K2 and Mixon Automating your Customer On-boarding process with Microsoft Office SharePoint Server (MOSS) 2007 and K2 blackpoint PRESENTED BY: Glen Bryant and Bob Mixon AGENDA An introduction to K2 An introduction to Mixon Consulting Live session - Why Automate the Customer On-boarding Process? Wrap up and Q and A PROCESS-DRIVEN APPLICATIONS. FAST. > K2 is a platform for building process-driven applications > Automate and manage business processes > Reuse existing components, code and processes > Enabling business people with visual tools and technical people with tools they know. > Everything is visual, declarative, reusable and intuitive. 1

2 WE HAVE A GLOBAL PRESENCE; AND WE ARE GROWING > Founded in 2000 > More than 300 employees > Headquarters in Redmond, Washington > Offices in Africa, Australia, Canada, China, Europe, New Zealand and Singapore > Increased revenues 200 percent from 2005 to 2007 > Customers in more than 40 countries > 15 percent of Fortune 100 companies > 1,500 customers > More than 1 million users WE HAVE A STRONG COMMUNITY > K2 Underground with more than 4,000 users People who use and sell our software, offer help and share insight and solutions. > K2 Insiders Hand-selected, global leaders in the K2 community drive conversation and content on the Underground. THE K2 PLATFORM 2

3 Introducing blackpoint SharePoint workflow. More features. No code. > A powerful way to build workflows and process-driven applications > Built on K2 blackpearl for unparalleled capabilities and extensibility > Easy-to-use tools with an Office look and feel Try it free. Buy it for less than you think. WHO IS MIXON CONSULTING, INC. Premier provider of Microsoft SharePoint Training and Implementation Consulting Services Focusing on Information as an Asset WHY AUTOMATE THE CUSTOMER ON-BOARDING PROCESS? Ease of use Consistent Site Provisioning Manual site and content provisioning is prone to errors and inconsistencies Enforce Governance Manage many different category lists Why K2 blackpoint? No code Promotes workflow process agility Zero-code Process Supports incremental development lifecycle Applications on SharePoint! Supports true source code control Supports development/qa/production staging environment 3

4 HOW ARE WE GOING TO BUILD IT? Microsoft Office SharePoint Server (MOSS) 2007 Create a Customer List K2 blackpoint Create a SharePoint Integrated K2 blackpoint Workflow; manual start Approve/Decline Customer Creation Request Provision the new Legal Matter Management Site Create a Process Portal Test It No-code LOGGING IN TO YOUR VIRTUAL MACHINE User: Administrator Password: k2pass CREATING THE CUSTOMER LIST We could use InfoPath 2007 and Form Services to deliver this form; we are going to use a simple list for demonstration purposes. Navigate to Matter Management Center. On the top-level site, click on the View All Site Content link. From the All Site Content page, click the Create link. From the Create page, in the Custom Lists section, click on the Custom List link. 4

5 CREATING THE CUSTOMER LIST - CONTINUED From the New page, in the Name and Description section, for the Name type Customers. For the Description type List of customers. Your page should look similar to the figure below. When you are ready, click the Create button. CREATING THE CUSTOMER LIST - CONTINUED From the Customers list page, click the Settings -> List Settings list menu option. Scroll down to the Columns section, click the Create column link. From the Create Column: Customers page, for the Column Name type Customer Name. Leave the Data Type as Single line of text. Scroll to the bottom of the page and click the OK button. CREATING THE CUSTOMER LIST - CONTINUED While still on the Customize Customers page, in the Columns section, click the Add from existing site columns link. From the Add Columns from Site Columns: Customers page, select the Core Contact and Calendar Columns option from the group drop down. In the Available site columns list, scroll down and locate the Customer ID Number item. Select the Customer ID Number item with a single left mouse click. Click the Add button. When ready, click the OK button. 5

6 CREATING THE CUSTOMER LIST - CONTINUED While still on the Customize Customers page, in the Columns section, click the Create column link. From the Create Column: Customers page, for the Column Name type Primary Attorney. For the Data Type, select the Person or Group option. When ready, click the OK button. CREATING THE CUSTOMER LIST - CONTINUED While still on the Customize Customers page, in the Columns section, click the Create column link. From the Create Column: Customers page, for the Column Name type Practice Area. For the Data Type, select the Choice (menu to choose from) option. In the list box titled Type each choice on a separate line, type Bankruptcy, Business, Consumer and Criminal. Note, we are limiting the practice areas for the purposes of this demonstration. When ready, click the OK button. CREATING THE CUSTOMER LIST - COMPLETE Your Customer List should look similar to the following figure. 6

7 CREATING THE K2 BLACKPOINT WORKFLOW Minimize your browser. Double-click the K2 Studio icon on the desktop. On the ribbon bar, click the Home link. On the Home ribbon bar, click the New link. On the New dialog, in the Templates section, click the K2 Process link. On the New dialog, in the Blank and Templates section, click the SharePoint link. For the New Item Name, type Customer On-boarding. Click the Create button. On the Save As dialog, double-click the K2 Projects directory. Name the new project CustomerOn-boarding. Click the Save button. Our K2 blackpoint workflow project has now been created. 7

8 In the left tool bar, click the Process Wizards item. Click, drag-n-drop the SharePoint Workflow Integration item on to the workflow process canvas. Connection Settings 8

9 SharePoint Workflow Configuration. Metadata Mapping and Folio. From the Finished page, click the Would you like to run a client event now check box. 9

10 SharePoint Workflow Integration Client Wizard Event Name and Configuration. 10

11 Configure Actions. Configure Outcomes. Default Action. 11

12 Destination Users. Our SharePoint Workflow Integration and Client Event is now complete. From the Event Wizards toolbox, drag-n-drop a Mail Event on to the workflow canvas. 12

13 Decline Settings. Send the Decline back to the originator. Decline Message Body. You can include any process data! Decline complete. 13

14 From the Event Wizards toolbox, drag-n-drop a Mail Event on to the workflow canvas. Approval Settings. Approval Message Body. 14

15 Approval Activity. Add a SharePoint Sites and Workspaces Event to the existing Approved Activity. SharePoint Sites and Workspaces Event Wizard. 15

16 Event Name and Action. SharePoint Site URL. Don t forget the trailing / character! Site Settings. 16

17 Provision Customer Matter Site Complete. Deploying our Process Workflow. Server and Project Settings. 17

18 Deployment Summary. Deploy our Process Workflow! OUR K2 BLACKPOINT WORKFLOW HAS BEEN DEPLOYED TO SHAREPOINT 18

19 CREATE AND CONFIGURE A PROCESS PORTAL Process Portal and Configuration is done through SharePoint Central Administration. CREATE AND CONFIGURE A PROCESS PORTAL - CONTINUED CREATE AND CONFIGURE A PROCESS PORTAL - CONTINUED Process Portal created in the Matter Management Center Site Collection. In your Production Environment you may wish to create a separate Site Collection for all K2 blackpoint Process Portals. 19

20 CREATE AND CONFIGURE A PROCESS PORTAL - CONTINUED Each user of a process must be given permissions to execute and work with it. CREATE AND CONFIGURE A PROCESS PORTAL - CONTINUED You can also give the users access to the Process Portal Site. This is accomplished using standard SharePoint permissions. TESTING OUR NEW WORKFLOW Log in to SharePoint as BPUser. Add a New Customer. 20

21 USING THE K2 WORKLIST NEW MATTER MANAGEMENT SITE PROVISIONED WHAT ELSE CAN WE DO? Set site security; SharePoint User Management Event Wizard. Automatically add content; i.e. Lists and Libraries. Send an to the requestor with the new site URL. 21

22 DESIGN Processes and applications with simple tools and familiar environments ASSEMBLE Business processes, people, services, existing information and code into a single application. EXECUTE Work in familiar environments. MONITOR Everything by assembling reports or subscribe to events happening in your business. OPTIMIZE Processes and applications when business needs shift allowing technical and business people to collaborate. Bob Mixon Bob@MixonConsulting.com (866) x2 Glen Bryant glen@k2.com or 877 U CALL K2 22