Acknowledgments
by Mike Talley, Eric Schaffer, Anthony Petro, Chris O'Connor, Colin Murphy, Jas
Professional K2 blackpearl®
- Copyright
- About the Authors
- Credits
- Acknowledgments
- Introduction
- I. Introduction to K2 blackpearl and Process-Driven Applications
- 1. Introduction to BPM and the K2 Platform
- 2. Evolving Workflow and BPM into Process-Driven Applications
- 3. Designing Process-Driven Applications
- 4. Process-Driven Applications and K2 blackpearl
- II. Architecture and Installation Options for K2 blackpearl
- 5. Planning an Effective Deployment
- 5.1. K2 Architecture
- 5.2. Building Your Deployment Plan
- 5.3. Choosing a K2 Architectural Template
- 5.4. Integrating K2 into Your Existing Environment
- 5.5. Summary
- 6. Planning an Effective Development, Testing, and Staging Environment and Strategy
- 6.1. Methodologies and the Impact on Environments
- 6.2. Formulating a Strategy
- 6.3. Common Environment Configurations
- 6.4. Debugging and Monitoring Strategies
- 6.5. Summary
- 5. Planning an Effective Deployment
- III. K2 blackpearl Process Planning and Design Essentials
- 7. Building and Using SmartObjects
- 7.1. SmartObjects Background
- 7.2. SmartObject Architecture
- 7.3. Designing a SmartObject
- 7.4. Using a SmartObject in a Process
- 7.5. Process-Generated SmartObjects
- 7.6. Advanced SmartObjects
- 7.6.1. SmartObjects Are Not Cached
- 7.6.2. Creating a SmartObject Instance
- 7.6.3. Inserting with the .NET Data Provider for K2 SmartObjects
- 7.6.4. Getting a SmartObject Instance(s)
- 7.6.5. Getting a SmartObject Instance(s) with a Filter
- 7.6.6. Getting SmartObjects with the .NET Data Provider
- 7.6.7. Using SmartObjects with Required Method Parameters
- 7.6.8. Using SmartObject Required Method Parameters with .NET Data Provider
- 7.6.9. Writing a SmartObject Service
- 7.7. Summary
- 8. Effective Process-Driven Application Planning
- 8.1. How to Start
- 8.2. Process Design Principles
- 8.2.1. Paths
- 8.2.2. The "Who"
- 8.2.3. The "What"
- 8.2.4. The "How"
- 8.2.4.1. Preceding Rule
- 8.2.4.2. Start Rule
- 8.2.4.3. Destination Rule
- 8.2.4.3.1. Static
- 8.2.4.3.2. Dynamic
- 8.2.4.3.3. Advanced Destinations
- 8.2.4.3.4. Activity Slots
- 8.2.4.3.5. Common Scenarios
- 8.2.4.3.6. Scenario #1: First Response Does So for the Group
- 8.2.4.3.7. Scenario #2: Process Collectively Unless Declined First
- 8.2.4.3.8. Scenario #3: Merge All Responses Before Proceeding
- 8.2.4.3.9. Scenario# 4: Merge Similar Responses and Proceed Immediately
- 8.2.4.3.10. Additional Information about Destinations
- 8.2.4.4. Escalation Rule
- 8.2.4.5. Succeeding Rule
- 8.2.4.6. Line Rules
- 8.2.5. The "When"
- 8.3. Advanced Process Design
- 8.4. Summary
- 9. Creating Your First Workflow
- 10. Deploying Your Processes and SmartObjects
- 11. Working with InfoPath and ASP.NET Forms
- 11.1. Client Event Forms within K2
- 11.2. Using InfoPath Forms
- 11.2.1. Background
- 11.2.2. Creating an InfoPath Process
- 11.2.3. Working with InfoPath Data
- 11.2.4. Advanced InfoPath XML Considerations
- 11.2.5. Modifying the Process
- 11.2.6. Archiving an InfoPath Form
- 11.2.7. InfoPath and SmartObject Integration
- 11.2.8. Good Design Considerations
- 11.2.9. InfoPath Process Deployment
- 11.2.10. InfoPath Integration Conclusion
- 11.3. Using ASP.NET Forms
- 11.3.1. Initiating a Workflow from Code
- 11.3.2. Customizing a Web Page Created via Forms Generation Client Event
- 11.3.3. Displaying a Custom Web Page for a Workflow Task Form
- 11.3.4. Completing an Activity from Code
- 11.3.5. K2 Server Management from Code
- 11.3.6. Viewing Activities for a Process Definition
- 11.3.7. Worklist for Current User
- 11.3.8. Additional Examples
- 11.4. Summary
- 12. Working with SharePoint
- 13. Working with Microsoft Office SharePoint Server
- 13.1. Using the K2 SharePoint Wizards
- 13.2. Using K2 SharePoint Integration for Enterprise Scenarios
- 13.3. Working with InfoPath Forms
- 13.4. Summary
- 13.5. Notes
- 14. The K2 Designers and Collaborative Process Design
- 14.1. The Right Tool for the Right Person
- 14.2. Designer Choices
- 14.2.1. K2 Designer for Visio
- 14.2.2. K2 Web Designer for SharePoint
- 14.2.3. K2 Designer for Visual Studio
- 14.2.4. Future Design Tools
- 14.3. Working Collaboratively
- 14.4. Summary
- 7. Building and Using SmartObjects
- IV. Administration of K2 blackpearl
- 15. Server and Component Administration
- 15.1. Server Architecture
- 15.2. Workspace Management Console
- 15.3. General Workflow Server Settings
- 15.4. License Management
- 15.5. Environment Library and String Table Management
- 15.6. Role Management
- 15.7. Working Hours Management
- 15.8. Process Instance Management
- 15.9. Process Version Management
- 15.10. Process Error Management
- 15.11. Worklist Administration
- 15.12. SmartObject Service Management
- 15.13. Archiving
- 15.14. Workspace Web Application Management
- 15.15. Runtime Services Management
- 15.16. Workspace Application Pool
- 15.17. Workspace Logging
- 15.18. Report Administration
- 15.19. Report Data Source Administration
- 15.20. K2 SharePoint Component Administration
- 15.21. The Configuration Manager
- 15.22. Summary
- 16. Administering Permissions and Security
- 16.1. What Is Security?
- 16.2. Deploying a Secure K2 blackpearl Installation
- 16.2.1. Organize, Plan, Test, and Document
- 16.2.2. Securing the Environment
- 16.2.2.1. Principal of Least Privilege
- 16.2.2.2. Reducing the Footprint
- 16.2.2.3. Separation of Duties
- 16.2.2.4. Logging
- 16.2.2.5. Permissions and Privileges
- 16.2.2.6. Installation Privileges
- 16.2.2.7. Service Account Privileges
- 16.2.2.8. Operating System Privileges
- 16.2.2.9. File and Folder Permissions
- 16.2.2.10. Registry Permissions
- 16.2.2.11. SharePoint Permissions
- 16.2.2.12. SQL Reporting Services Permissions
- 16.2.2.13. SQL Server Permissions
- 16.2.2.14. K2 Workspace Permissions
- 16.2.2.15. K2 Performance Monitoring Permissions
- 16.2.2.16. MSMQ Permissions
- 16.2.3. The Discovery Service
- 16.2.4. Securing K2 blackpearl Communications
- 16.3. The K2 blackpearl Security Landscape
- 16.4. Secure Development Practices
- 16.5. Troubleshooting Security Issues
- 16.6. Summary
- 16.7. Notes
- 17. Administering and Creating Security Providers
- 17.1. The Active Directory Security Provider
- 17.2. The SQL Security Provider
- 17.3. The Security Provider API
- 17.3.1. The Security Provider Object Model
- 17.3.2. A Pluggable Architecture
- 17.3.3. IHostableType
- 17.3.4. It's All About Context
- 17.3.5. IHostableSecurityProvider
- 17.3.6. IAuthenticationProvider
- 17.3.7. IAuthenticationProvider Initialization
- 17.3.8. Authenticating Users
- 17.3.9. IRoleProvider
- 17.3.9.1. Initializing the Role Provider
- 17.3.9.2. IUser and IUserCollection Interfaces
- 17.3.9.3. IGroup and IGroupCollection Interfaces
- 17.3.9.4. Retrieving Users and Groups
- 17.3.9.5. Searching for Users and Groups
- 17.3.9.6. Searching for Users
- 17.3.9.7. Searching for Groups
- 17.3.9.8. How K2 Workspace Searches a Security Provider
- 17.3.9.9. Resolving Destination Queues
- 17.3.10. Remotely Invoking the Security Provider
- 17.4. Single Sign-On (SSO)
- 17.5. Building a Custom Security Provider
- 17.6. K2 connect
- 17.7. Summary
- 18. Disaster Recovery Planning
- 18.1. What Is a Disaster Recovery Plan (DRP)?
- 18.2. Disaster Recovery and K2 blackpearl
- 18.2.1. Backup/Restoration of the Windows Server Machines
- 18.2.2. Database Disaster Recovery Options
- 18.2.3. Backup/Restoration of the K2 blackpearl Databases
- 18.2.4. K2 Web Components
- 18.2.5. K2 blackpearl Server(s)
- 18.2.6. K2 for Reporting Services
- 18.2.7. K2 for SharePoint
- 18.2.8. Additional Components
- 18.3. High-Availability Planning
- 18.4. Summary
- 19. Logging and System Reporting
- 19.1. K2 blackpearl Logging
- 19.1.1. Installation Log File
- 19.1.2. Logging Framework
- 19.1.3. Logging Framework Configuration File
- 19.1.4. Enabling K2 blackpearl Logging
- 19.1.5. Running the K2 blackpearl Server in Console Mode
- 19.1.6. Logging to the K2 blackpearl Server Log File
- 19.1.7. Viewing the K2 blackpearl Server Log File in Microsoft Excel
- 19.1.8. Logging to the Windows Event Log
- 19.1.9. Using the Archive Extension to Log to SQL Server
- 19.1.10. Using the MSMQ Extension
- 19.1.11. Extending the Logging Framework
- 19.1.12. Custom Logging
- 19.1.13. Kerberos Logging
- 19.2. K2 blackpearl System Reporting
- 19.3. Summary
- 19.1. K2 blackpearl Logging
- 20. Using the K2 Workspace and Reporting
- 20.1. K2 Workspace Overview
- 20.1.1. Working with the Worklist
- 20.1.2. Finding a Worklist Item
- 20.1.3. Viewing Managed Users' Worklists
- 20.2. K2 Reporting
- 20.3. K2 Event Notifications
- 20.4. Summary
- 20.1. K2 Workspace Overview
- 15. Server and Component Administration
- V. Advanced K2 blackpearl Concepts and Platform Extensions
- 21. The K2 Event Bus
- 21.1. Key Features of the Event Bus
- 21.2. Architecture of the K2 Event Bus
- 21.3. Exposing Process Information through SmartObjects
- 21.4. The Event Bus Scheduler
- 21.5. Event Bus Configuration Settings
- 21.6. Troubleshooting the Event Bus
- 21.7. Walkthrough: Event Bus SMTP Sample
- 21.8. Summary
- 21.9. Notes
- 22. Advanced Topics in K2 blackpearl
- 23. Introduction to K2 connect
- 21. The K2 Event Bus
- A. K2 blackpearl Tips and Tricks
- A.1. Retrieving the Value from an XML Field Element
- A.2. Super Simple Notes Field with History in InfoPath
- A.3. Retrieving Process Instance Reporting Data
- A.4. Activity Destination Users Based on a Repeating XML Element
- A.5. Differences between Stop and Start, and Sleep
- A.6. What Does the Client Event Option "Allow Any User to Finish This Client Event" Mean?
- A.7. Custom Assembly Versioning within a K2 Process
- A.8. Updating Batch Action/Outcome Results Back into InfoPath Form
- A.9. Handling Multiple Documents in the K2 blackpearl SharePoint Document Template
- A.10. Best Practice — Host Server Connections
- A.11. Default Outcomes in Escalations
- A.12. Adding an IPC Event to a Process from a Different Solution File
- A.13. Asynchronous Server Code Events
- A.14. Dynamic Escalations
- A.15. Looping through an Activity for Each SmartObject List Item
- A.16. Checking If a SharePoint Site or Workspace Exists When Calling CreateWorkspace() Methods
- A.17. Displaying the Name of the Process Instance Originator on Your InfoPath Form
- A.18. Changing the Default STMP Server Used by K2 blackpearl
- A.19. Obtaining the Serial Number for a Worklist Item in a K2 Process
- A.20. Building the URL for a SharePoint Workflow Integration Client Event
- A.21. Know Your SmartObjects
- A.22. How to Get a List of the Users and Actions Executed for a Given Process Instance
- A.23. Determining the Destination Users of an Activity in Process Event Code at Run Time
- A.24. Disabling Deployment of Workflow Reporting SmartObjects
- A.25. Using a SmartObject to Populate a Destination Set
- A.26. Using Mouse Gestures in K2 for Visual Studio to Create Activities and Events
- A.27. Using K2 Helper Classes to Get and Set Process and Activity XML Fields
- A.28. I Lost My K2 Workflow Visual Studio Project, Help
- A.29. Submitting an InfoPath Form Fails with a Generic Error
- A.30. Custom Forms and SharePoint Workflow Integrations
K2 and the book's authors wish to thank everyone who made this publication possible. K2 would like to extend a special thanks to each author who worked so hard on this, and also thanks to the authors' families for giving them the time to work on this. We also need to send out a special thanks to the following people, without whom this book would not be possible:
Adriaan Van Wyk | Koos Du Preez |
Hennie Laubscher | Wynand du Toit |
Dennis Parker | Jaco Lubbe |
Josh Swihart | Jan Joubert |
Katie Mohr | Michael Erasmus |
Kevin Kent | Leon Geldenhuys |
Hubert Cheng | Schalk de Jager |
Pieter Janson | Bob Maggio |
Johan Van Heerden | Joseph Dunagan |
Lardus Brooks | David Loomis |
Ben Fourie | Murray Foxcroft |
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