1、K2 SmartObjects - Fundamentals,This learning module introduces K2 SmartObjects, describes how K2 SmartObjects can be used and explains how to create and use K2 SmartObjects without code or developer tools,100.SYD Version:12Revision:1 Duration: 1.5 hours, SourceCode Technology Holdings, Inc. All Righ

2、ts Reserved,Module prerequisites and target audience,Target Audience K2 workflow designers, developers and administrators SharePoint site administrators Prerequisite knowledge Familiarity with SharePoint 2010 SharePoint terminology (sites, lists, libraries, items) Compatibility K2 blackpearl V 4.5 u

3、pdate 1420 or newer Scope Learn the basics of SmartObjects How to create SmartObjects without developer tools or code How to use SmartObjects in workflows and user interfaces,SmartObjects in the K2 platform,Think of SmartObjects as an “Abstracted Data Access Layer”,How SmartObjects work,System-Speci

4、fic “connectors” (Service Brokers),K2 APIs/Services/Wizards,Common uses for SmartObjects,Data access in forms and reports Primary data integration mechanism for K2 smartforms Interact with external systems from workflows Interface between K2 SmartWizards and data sources Standardize data access mech

5、anisms for development projects Create a catalog of reusable business entities Combine disparate data sources into logical, abstracted business entities Externalize workflow business rules Dynamic rules in workflows (destinations, start rules etc.) Expose SmartObjects on SharePoint lists using BCS E

6、xpose disparate external systems through standard APIs (e.g. K2 APIs and Web Services),When NOT to use SmartObjects,Very high-volume or high-load scenarios (e.g. high-volume OLTP) Very low-latency scenarios Enterprise Data Model Design Message Bus/Transformation Engine for transactional data process

7、ing or ETL Field-level security,Standard SmartObject “connectors” (Service Brokers),Note: Based on K2 4.6.5. Additional Service Brokers and version support for third-party products are added with K2 Product Updates, so check the updates release notes!,Microsoft Products,Active Directory (Write and R

8、ead) SharePoint (On-Premise and Online) SQL Server databases SQL Server Reporting Services Exchange Server Dynamics CRM (On-Premise and Online),S Oracle databases SAP (When using K2 connect),K2 SmartBox K2 Task Allocation K2 User Role Management SmartObject Service Description K2 Workflow Reporting

9、(Generic and Solution-specific) K2 Workflow Runtime Interaction,K2 Services,Generic Brokers,Assemblies WCF Services Web Services PDF Converter,Other Products,SmartObject Abstraction: Data Types,SmartObject Abstraction: Method Types,SmartObject Property and Method Mapping,Creating SmartObjects,Exposi

10、ng SharePoint Lists and Libraries as SmartObjects,SharePoint Lists and Libraries can act as a data source for SmartObjects Its easy to create the data store since SharePoint super-users are already familiar with creating custom lists and libraries Use K2 Site Settings to expose selected lists and li

11、braries as SmartObjects Data in SharePoint can then be used by multiple other consumers SharePoint provides standard User Interfaces for interacting with the data,LAB 1: Using K2 Site Settings to create SmartObjects for SharePoint lists,In this lab you will create and deploy a SmartObject based on a

12、 SharePoint list using the K2 Site Settings feature in a SharePoint site,5 minutes,Show Context,Exposing other systems as SmartObjects,K2 supports several “connectors”/service brokers as standard Microsoft products like SQL Server, SSRS, Dynamics CRM, Active Directory, Microsoft Exchange Other produ

13、cts like , Oracle and SAP Developers can create custom brokers to expose non-supported systems as SmartObjects Covered in module 400.BLR Custom Service Brokers Creating SmartObjects that interact with other systems K2 for SharePoint in SharePoint Central Administration (SQL and CRM only) K2 Studio a

14、nd K2 for Visual Studio K2 Designer (if SmartForms is installed) K2 Tools and Utilities (e.g. SmartObject Service Tester utility),LAB 2: Create SQL-based SmartObjects using K2 in SharePoint Central Administration,In this lab you will create SQL-based SmartObjects for tables in an existing SQL databa

15、se using K2 for SharePoint inSharePoint Central Administration,5 minutes,Show Context,Using SmartObjects in Workflows,Call SmartObject methods directly in a workflow with the SmartObject Event Wizard Use SmartObject methods in Inline Functions Call SmartObject methods in the Data Event wizard Use th

16、e result of SmartObject Methods in Most Wizard textboxes (e.g. Email body or “To”) Destinations/Participants Destination Rules/Task Group Rules Preceding Rules Start Rules Escalations Succeeding rules Line Rules/Outcomes,LAB 3: Using SmartObjects in Workflow,In this lab you will learn how to use K2

17、SmartObjects in workflows, both to define workflow rules (for example, start rules and destination rules) and directly though the SmartObject event wizard,20 minutes,Show Context,Using SmartObjects in Forms and Reports,K2 smartforms SmartObjects are the default data access mechanism InfoPath Add Sma

18、rtObject methods as data sources used in Rules K2-Generated Workflow Pages (Forms generation client event) Add SmartObject properties to the generated web page Code Interact with SmartObjects using .NET code or any code that can consume WCF web services or ADO.NET Covered in module 300.YOK K2 SmartObject APIs and Services - Runtime SharePoint expose SmartObjects on SharePoint lists using BCS or BDC Reports Custom reports with the K2 workspace Report Designer Custom reports with any technology that c