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V. Developing workflows
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V. Developing workflows
by Paolo Pialorsi
Microsoft SharePoint 2013: Developer Reference
Microsoft SharePoint 2013: Developer Reference
Dedication
A Note Regarding Supplemental Files
Introduction
Who should read this book
Assumptions
Who should not read this book
Organization of this book
Finding your best starting point in this book
Conventions and features in this book
System requirements
Code samples
Acknowledgments
Errata & book support
We want to hear from you
Stay in touch
I. Getting started
1. Microsoft SharePoint 2013: A quick tour
What is SharePoint?
Main benefits
Share
Organize
Discover
Build
Manage
SharePoint basic concepts
SharePoint Central Administration
SharePoint Administration via PowerShell
Site collections and websites
Lists, libraries, items, documents, and other apps
App Parts and Web Parts
Architectural overview
Logical and physical architecture
Service applications
The role of databases
SharePoint editions
SharePoint Foundation
SharePoint Server Standard
SharePoint Server Enterprise
SharePoint Online
SharePoint for developers
ASP.NET integration
Server-side technologies
Client-side technologies
App Parts, Web Parts, and the UI
Data provisioning
Event receivers and workflows
Features, solutions deployment, and sandboxing
Security infrastructure
Business Connectivity Services
Windows PowerShell for developers
Developer tools
SharePoint Designer 2013
Microsoft Visual Studio 2012
SharePoint Server Explorer
Solution Explorer and the Feature Designer
Summary
2. SharePoint data fundamentals
Lists of items and contents
Creating a new list
Standard list templates
Custom list templates
Views
Creating a document library
Site columns
Content types
Sites
Summary
II. Developing SharePoint Solutions
3. Data provisioning
Site columns
Content types
Content type IDs
More about content types
Document content types
List definitions
List schema file
The List element
The MetaData element
Defining a custom view
The ListTemplate definition file
Working with lists in Visual Studio 2012
Summary
4. SharePoint features and solutions
Features and solutions
Feature element types
Feature deployment
Solution deployment
Packaging with Visual Studio 2012
Upgrading solutions and features
Feature receivers
Handling FeatureUpgrading events
Summary
5. Server Object Model
Startup environment
Objects hierarchy
SPFarm, SPServer, SPService, and SPWebApplication
SPSite and SPWeb
SPList and SPListItem
SPDocumentLibrary and SPFile
SPGroup, SPUser, and other security types
SPControl and SPContext
Common and best practices
Resource disposal
Handling exceptions
Transactions
AllowUnsafeUpdates and FormDigest
Real-life examples
Creating a new site collection
Creating a new website
Lists and items
Creating a new title
Creating a new list item
Modifying an existing list item
Concurrency conflicts
Deleting an existing list item
Querying for list items
Document libraries and files
Creating a new document library
Uploading a new document
Downloading a document
Document check-in and checkout
Copying and moving files
Managing versions of documents
Groups and users
Creating a new user
Managing group membership
Managing user and group permissions
Summary
6. LINQ to SharePoint
LINQ overview
The goal of LINQ
LINQ under the hood
Introducing LINQ to SharePoint
Modeling with SPMetal.exe
Querying data
Managing data
Inserting a new item
Deleting or recycling an existing item
Advanced topics
Handling concurrency conflicts
Identity management and refresh
Disconnected entities
Model extensions and versioning
Summary
7. Client-side technologies
Architectural overview
Client Object Model
.NET Client-Side Object Model
Authenticating
Data retrieval and projection
ClientObject vs. ClientValueObject
Silverlight Client Object Model
The JSOM
Client Object Model examples
Creating a new list
Creating and updating a list item
Exception handling with lists
Deleting an existing list item
Paging queries of list items
Creating a new document library
Uploading and downloading documents
Checking documents in and out
Copying and moving files
The REST API
Querying for data with .NET and LINQ
Managing data
Summary
III. Developing SharePoint apps
8. SharePoint apps
Introducing apps
Development environment
Your first app
Sample SharePoint-hosted app outline
The app website
Provisioning content
Using the Client-Side Object Model
Inside AppManifest.xml
The General tab
The Permissions tab
The Prerequisites tab
The Supported Locales tab
The Remote Endpoints tab
App Parts and custom UI extensions
Creating App Parts
Creating custom UI extensions
Autohosted apps
Creating an autohosted app
Converting a site to a SharePoint app
Handling a SQL Azure database
The SharePoint Chrome control
Provider-hosted apps
Publishing apps and the Office Store
Deploying a SharePoint app
Publishing a SharePoint app
The corporate app catalog
The Office Store
Upgrading apps
App management configuration and deployment
Security infrastructure
Summary
9. The new SharePoint REST API
Introducing the REST API
API reference
Querying data
Managing data
Cross-domain calls
Security
Common REST API usage
Creating a new list
Creating and updating a list item
Deleting an existing list item
Querying a list of items
Creating a new document library
Uploading or updating a document
Document check-in and checkout
Deleting an existing document
Querying a list of documents
Summary
10. Remote event receivers
Architecture of remote event receivers
Architecture and contracts
Scopes and types of receivers
A sample remote event receiver
Deployment and registration
App-related receivers
Callback capability
Security
Summary
IV. Extending SharePoint
11. Developing Web Parts
Web Part architecture
A Hello World Web Part
Web Part deployment
Real Web Parts
Classic Web Parts
Visual Web Parts
Configurable Web Parts
Configurable parameters
Editor Parts
Handling display modes
Custom Web Part verbs
Connectable Web Parts
Deployment and versioning
Security: Safe controls and cross-site-scripting safeguards
The SharePoint-specific WebPart class
Summary
12. Customizing the UI
Custom actions
The CustomAction element
The CustomActionGroup element
The HideCustomAction element
Server-side custom actions
Ribbons
Ribbon commands
Custom content
Images and generic content
Application pages
Content pages, Web Part pages, and galleries
Status bar and notification area
Dialog framework
Summary
13. Web templates
The core techniques
Site definitions
Custom site definitions
Site definitions with Visual Studio
Site and web templates
Site definitions vs. web templates
Summary
14. Business Connectivity Services
Overview of BCS
Accessing a database
BDC authentication modes
BDC model file
Offline capabilities
Accessing a WCF/SOAP service
Consuming OData services
.NET custom model
Developing a custom model from scratch
Associating entities
Summary
V. Developing workflows
15. Windows Workflow Foundation
Architecture of Windows Workflow Foundation 4.5
Your first workflow project
Hosting and execution
Custom activities
Runtime scheduler and workflow process life cycle
Workflow persistence
Summary
16. SharePoint workflow fundamentals
The new architecture
Deployment of Workflow Manager 1.0
Your first workflow with SharePoint Designer 2013
More about workflows
Exception management
Reusable workflows
Versioning workflows
Summary
17. Developing workflows
Consuming REST services
Visual Studio 2012 for creating workflows
Workflow and SharePoint apps
Workflow forms
Custom workflow tasks
Workflow deployment
Farm-level workflow
SharePoint app workflow
Flowcharts and state machines
Summary
18. Advanced workflows
Custom actions
Creating a declarative activity
Deployment of declarative actions
Creating a code activity
Deployment of code activities
Security and workflow app principal
Workflow Services Manager
Using Workflow Services Manager
Summary
VI. Security infrastructure
19. Authentication and authorization infrastructure
Authentication infrastructure
Claims-based authentication
Migrating from classic to claims-based mode
Claims-based authentication types
Windows authentication
Forms-Based Authentication
Configuring FBA with SQL Membership Provider
Configuring the SQL Server database
Configuring SharePoint web.config files
Configuring SQL Server permissions
Configuring SharePoint
Enabling FBA users or roles
Authorization infrastructure
Summary
20. Claims-based authentication, federated identities, and OAuth
Claims-based authentication and WS-Federation
Implementing an IP/STS with WIF
Building an STS
Building a relying party
SharePoint trusted IPs
Trusting the IP/STS
Registering the IP and mapping claims
Configuring the target web application
Creating a custom claims provider
Federating with Windows Azure ACS
Understanding OAuth
Configuring server-to-server apps
Summary
A. About the Author
Index
About the Author
Copyright
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14. Business Connectivity Services
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15. Windows Workflow Foundation
Part V. Developing workflows
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