I. Introduction to K2 blackpearl and Process-Driven Applications
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
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