Showing posts with label WWF. Show all posts
Showing posts with label WWF. Show all posts

Thursday 19 April 2007

WWF - Persisting WorkFlow

Why Persist?
The workflow host, which could be anything from a console application to a full fledged service application like MOSS, is not expected to maintain the state of the workflow instance in memory all the time. This is simply to save server resources and make them available. This considers the fact that workflows could be running for days.

Persisting - The common path
To save/persist/dehydrate/stream/serialize (yes, all denote the same idea conceptually) workflows, you usually use a workflow persistence service object such as the SqlWorkflowPersistenceService. This object could either be consumed directly within your own hosting application codebase or set up via a config file.In either of the case, you could ask for an automatic save when the workflow is 'idle' using the UnloadOnIdle entry.

What needs to be noted here is that all objects used by our workflow should be serializable in order for the host to persist the workflow (and the related objects) OK. An exception is guaranteed otherwise.

When does the save happen?
The workflow runtime appears to persist the workflow on these scenarios ('persist points') :
Against an activity, when it gets completed. (Check out the PersistOnCloseAttribute declared against Activities.)
When the workflow is completed or idle (delays, event waits)
When the workflow is forcefully unloaded.

Writing Custom Persistence Layer

Overriding a few functions by descending from the WorkflowPersistenceService class makes it easy to write a custom persistence class. Further, this new class could be made active against the workflow via the config file. But, most of us should be happy with the out of box SqlWorkflowPersistenceService which does seem to do the job good.

Persistence under MOSS
MOSS as a host has its own persisting service which uses the SPWinOePersistenceService object by default. [haven't tried forcing a different persistence object via the config though]. Waiting for external actions which include delays, waiting for events to fire etc causes the workflow to be persisted/saved to DB. The workflow appears to be serialized to the WorkFlow table (check out the InstanceData column) in the Content DB for the site.

Wednesday 18 April 2007

Sharepoint - Integrating MOSS+WWF+ASPX - Part 3

Exposing our WWF workflow to MOSS
There are two more bits we need to do in the WWF workflow application to make it available to MOSS. We need to declare the feature and the workflow xml.

feature.xml
MOSS introduced features for the developers to create site items/functionality which can later be linked with sharepoint collectons/sites. Within this XML file, you would also tell which XML would contain the feature specific details - in our case workflow.xml.

workflow.xml
Describes stuff about our workflow to sharepoint, including name, description , id etc. This also defines the pages which would be used for workflow Instantiation, association and modification. We shall have a look at an example of Instantiation later in a different blog entry. Modification of workflow (say you would to add more reviewers) at runtime needs a few extra steps and this is when the modification page comes into effect.

Defining Custom Pages for Task Initiation
For ease, all of these three pages needs to derive from Microsoft.Sharepoint.WebControls.LayoutsPageBase with sharepoint master pages (~/_layouts/application.master) being used in the ASPX definition. MOSS provides a lot many master pages which give the consistent look and feel of standard MOSS pages. The content placeholders within the masterpages would need to be filled in by us to define the various entries for the page. Since the master pages would not be usually available at the developer machine, designing these pages is not the easiest of task. Did try copying the pages locally to my machine, but VS.NET does not want to pick these, no matter what.

What we would want to do within the initialisation page is to serialize all the user entered stuff and call a Web.Site.WorkflowManager.StartWorkflow with the serialized data. Its this data which the OnWorkFlowActivated event in the WWF workflow would contain (refer to part 2 of this series)

The important points to note here would be the layouts page, the master page , calls to sharepoint functions and the way the page data transfer data to WWF via MOSS.

We have on more VS.NET task remaining, which is creating the task updating page. This page would be used by users to approve/reject tasks. This works a bit different from the three pages listed above; exploits ContentTypes. Next Blog.

Thursday 5 April 2007

Sharepoint - Integrating MOSS+WWF+ASPX - Part 2

Starting with SharePoint Workflow Project
Once you have the sharepoint extension installed, the default project based on these templates would have the OnWorkFlowActivated activity placed as the first activity in the workflow. When Sharepoint initiates our workflow, its this activity it calls as the first step - acting as the entry point into our workflow.

Data Sharing
Sharepoint shares data with the workflow using one of the following ways:
1.) Instance of SPWorkflowActivationProperties would anytime contain the workflow properties, the most important of which is the initiation data. Initiation data could basically be any custom string passed in while you start the workflow from sharepoint. If you happen to have a custom initiation page (we shall discuss later) which explicitly initiates the workflow within sharepoint, it could perhaps serialise a data class instance based on the form data which we could use via this activation property.

2.) Events - Each of the OnXX events against an activity have event properties passed applicable to the context.

3.) Activity Properties - Each activity have certain properties which map to a workflow property/variable, which you usually setup during design time.
eg:- CreateTask activity has got two properties TaskID, TaskProperty. If you refer to the same variable in a different activity property, (say CompleteTask.TaskID), you are effectively refering to the same task. Also, any data you set to these variables are also passed back to Sharepoint. What you acheive here is sharing/relating data items between activities and between workflow & sharepoint.

Correlation-Token
Nearly all activities have a correlation token which is an identifier for the workflow context. This is for sharepoint to understand the context in which the activity is working. Eg:- you would use the same correlation-token for the createtask, ontaskchanged, completetask activities to specify that all these are of the same workflow context.

Does sharepoint persist the workflow?
Ofcourse it does. There is no way sharepoint can remember workflows running for days (say the task may not have been looked yet by the user). In these special cases when sharepoint is explicitly waiting for an event (
during a while activity, during a delay activity etc), sharepoint automatically serializes the workflow. When the related event happens , sharepoint deserializes the workflow and returns control back to the workflow. At this point, its the correlation token which is used to relate the item in concern with the workflow context [eg:- identify the task context]

Example
So to try out some basic stuff, add the basic activities - CreateTaskActivity and within a WhileActivity put the OnTaskChangedActivity and finally a CompletetaskActivity. If your property links and the correlation token is right, there is nothing more to be defined at the workflow definition designer.
To define what happens at each activity (some code finally):
At the CreateTask activity, setup values for the task property like who is the recipient, description, taskid etc.
At the whileactivity, check if the task has been completed - perhaps using a public variable which was inturn set at the OnTaskChanged activity.
And at the completetask, setup the task status to 'complete'.

Guess we are done defining the Workflow.

Next lets define the custom pages which we would use for initiation of the task and also relate these pages to the workflow. Please await for part 3 :)


Tuesday 3 April 2007

Sharepoint - Integrating MOSS+WWF+ASPX - Part 1

MOSS 2007 brings out the capability to use workflows defined within WWF; though not in the very easiest of ways. The number of steps to perform this action is a bit extensive. Sharepoint by default does let you define simple workflows using the sharepoint designer, but you would definitely have to go via the WWF path if there are too many custom business actions which needs to be performed during the workflow. Think about it, you get the full flexibility of the C# language and the .NET library once you start using the WWF - two steps away from heaven

Stuff you would need to define the workflow
WWF extension to VS.NET - to get the workflow designer and basic workflow project templates.
Sharepoint 2007 SDK - to get the sharepoint workflow templates and activities.

Quickest intro to WWF
Activities interact in sequence (sequential workfow) or via a trigger/state change (state machine workflow) to complete the work-flow. Activities are the building blocks for the workflow; once the WWF extensions are installed, you get a good set of activities to work with - while,if-else,delay,code etc etc.

Custom activities could be defined by the user (check out System.Workflow.Activities) such that these could be plugged into the workflow. While defining workflow, its interesting to note that the workflow definition could be defined in an XML file (XOML file actually) very easily. Its the same XML definition which gets depicted as interconnected boxes in the designer.

Once you have your workflow defined, whats remaining is hosting the same - the easiest option to test a workflow would be to write a console application which initiates the runtime (System.Workflow.Runtime.WorkflowRuntime) and starts the workflow by creating an instance of the previously created workflow using a WorkflowRuntime.CreateWorkFlow. Simple? Try it out... :)

Workflow for Sharepoint using WWF
Once you have the sharepoint SDK installed, you get a two new project templates and custom activities specific to sharepoint like createtask, deletetask, onwtaskchanged etc. We shall use these items in the next session to create a sharepoint workflow and later integrate this workflow into sharepoint.

Until then.