Tim Bauer’s Running Thoughts

Semi-daily webcast summaries/insights

Healthcare: Strategic Value of BI

watched this webcast

Priority One: Measure Everything - Strategic Value of Healthcare Business Intelligence and Data Warehousing` Presented by Scott Wanless


today by WI’s Scott Wanless. Not a bad overview of the healthcare space with the last 15 minutes talking about Fujitus’s offering there. Some keys:

    1. If M$FT likes it … Talks are underway with MSFT to have this be a solution Fujitsu might jointly push nationally.
    2. Another angle for workflow … As you listen to Wanless talk about the drivers for the solution you can easily expand to other solution alternatives versus what he is offering (PIR).  One that came to mind for me is efforts to extend workflow adjustments / definitions in the the laymans hands. Many of the errors are in the workflow I suspect. There is too much data to act on effectively in the trenches (daily). How does the data (from things like PIR) get into a micro discussion … when it should … and stay in the background … when it shouldn’t. Workflow and rules engines my friends.
    3. Doc / Nurse consulting … Watching these slides makes me think i need to change professions. What a shortage projected. 46% of GDP in healthcare by 2050 (god i hope not, we will be bankrupt for my kids).

PIR - Drivers, Products, Uses, Benefits

Here are my detail notes.

    • Scott Wanless
    • 2:30 - Intro
    …………..○ The problems
    …………..○ The prescription
    …………..○ The possibilities
    …………..○ The payoff
    • [bauer comment - note his style of ppt]
    • 3:00 - The problem:
    …………..○ 30% Waste in Healthcare
    …………..○ Accurate? Matter? Quoted 8 times a day
    …………..○ 45k to 100k deaths due to error
    …………..○ Uninsured - 45k
    …………..○ Prescriptions - 44% of people
    …………..○ Annual cost increase (8%)
    …………..○ HER adoption - 13-28%
    …………..○ Doc Shortage - 200k
    …………..○ US pop 65 or > - 20% by 2020
    …………..○ Annual Growth in medical info (800 years)
    …………..○ 9:00 - 17% of GDP tied to Healthcare
    ……………………….§ 2050 (he says) 46% of GDP … hrm … sensationalism?
    • 10:15 - Prescription
    …………..○ Its Info Tech
    …………..○ 100’s of ways to invest ….
    ……………………….§ HER
    ……………………….§ EMR
    ……………………….§ BI / DW
    …………..○ John Melski (measure everything - inside for protection)
    ……………………….§ Scott’s - Use the data you have,
    • 15:07 - Where Do We Begin?
    …………..○ Formula - Bridge (relative to BI)
    ……………………….§ Drivers
    ……………………………………□ Problems, plans, priorities, issues, trends, goals, ideas, requests
    ……………………….§ Products
    ……………………………………□ Applications, Processes, DW, Marts, Reporting
    ……………………….§ Uses
    ……………………………………□ Answers, support, share info / best practices, collaboration, support, put evidence in evidence based machine
    ……………………….§ Benefits
    ……………………………………□ Clinical, Business, Research, Mission, Strategic, Ops, Tech (Chasm Book mention)
    • 22:45 - BI Value Bridge
    …………..○ Restate above in 1 slide
    • 24:00 - Patient Intelligence Registry (PIR)
    …………..○ 1940’s started
    …………..○ DPUB for PIR
    ……………………….§
    ……………………….§ [see jpg]
    ……………………….§ Persistance need (view activity of person)
    ……………………….§ Disease mgmt (serve populations appropriately)
    ……………………….§ Trends: Answer question of how to best serve demographic xyz
    ……………………….§ Capabilities: CMS measures. HHS rules. Better performance data for employee groups and payers. How to staff and mix.
    ……………………….§ Value: See it and market value our staff can / is driving
    • 31:30 - Begin Using the Bridge
    …………..○ Look for the bridge in conversations
    …………..○ Look for the bridge on your plan
    …………..○ Talk to it in strategic value discussion enablers.
    • 33:00 - Q&A
    …………..○ Other industries / countries that are effective? Number of industries do this. Telco, MFG, etc. Socialized health plans (Norway) is a solid example.
    …………..○ Best of breed? Start w/ stack @ clients
    …………..○ Cost health care? How does BI control. #1 cost is people. A lot of the cost in infrastructure as well. Also cost in right application of medicine / treatment.
    …………..○ Point of diminishing returns due to silos? Yes. However 1st steps are key with assessment of cost/bene by step.
    • 41:00 - Closure
    …………..○ Probably ~15 beeps … (# of attendees @ end)

June 28, 2006 Posted by bauertim | Uncategorized | , | No Comments

MSFT: SP/MOSS - Advanced Search

Watched this webcast this morning.

Advanced Search in MOSS 2007 — Bill English MVP, MSCE, MCT MindShare


I was just looking for background noise but this one turned out to be quite intriguing. Here are some key thoughts.

    1. Value in Knowledge Aggregation I wouldn’t have put together the value of a singular aggregator embedded in the framework for collaboration till I watched this. Consider our Communities of practice. Would love to be able to embed into a give team site (say Project Services) an aggregated search index for ALL sources known to the big guy (intranet, extranet, web, ERP, etc). One stop shop for knowledge. Definite value message to clients … stop surfing the web for tidbits … have it be crawled for you.

    2. No MOSS on this Stone. Sharepoint 2003 search was weak … due to indexes by site w/ no cross index relevance. Listening to the improvements this guy rattled off (including one index for all — so relevance will work) made me raise my eyebrow. I think they have really improved thier product here (still has gaps … but doesn’t everyone?)

    3. Clarity of Why Help is Needing Setting Up MOSS? It was an interesting point by the speaker. If you deploy a search solution and it doesn’t work well to start … users will stop using it. MOSS can work well if you THINK about it awhile (model how your users will be searching, etc). Clients risk spending a ton of money rolling out content aggregators but not having a solid search design on top of it … and getting no ROI from the investment. We need to help them understand the complexity of setting up search CORRECTLY and play from there.


As always, here are my detail notes. I actually didn’t get to the end of this one (doh!) I suspect he kept going to around 1:20. I included a screen shot of search differences (2003 to MOSS).

Search Features in Sharepoint

Quote:
• Bill English MVP, MSCE, MCT MindShare
• Tech Ed (live in Boston)
• Mindsharp

• 2:00 - MOSS / SP 2007
………….○ 50% MOSS
………….○ 50% wss v3
• 4:00 - Search Strat
………….○ Content on desktop / fileservers (unstructured)
………….○ ERP content (Structured)
………….○ Desktop, Team, Division, Enterprise, Extranet, Internet
………….○ In short, crawl structured/unstructured data at any of these levels.
• 7:00 - Search Consistent
………….○ New core search engine is in WSS
………….○ Install MOSS on Top of WSS … add functions for enterprise
………….○ Majority investment in relevance / ranking (#1 customer issue due to multiple index files so no cross ranking across files). Create one index
• 10:00 - New Search Concepts
………….○ Click distance. Lower in result set if authoritative site resource is multiple clicks away. For example MySite (far away), Portal home (good).
……………………..§ Need to edit (in admin) the relevance sites (top, 2nd, 3rd are the groups)
………….○ Anchor Text. URL hyperlink text (on hover) will be indexed.
………….○ URL Depth. Higher in hierarchy rates higher.
………….○ URL Matches. Query matches words in URL name.
………….○ Metadata. Extracts from docs titles / authors .. 1st slide is title author on 1st slide. Not talking about meta fields (it derives it). By file type look in certain locations of file.
………….○ File Type Bias. PPT is more relevant.
………….○ Text. Typical full text.
• 20:00 - Other improvements
………….○ Hit highlights
………….○ Search center
………….○ Duplicate collapse
………….○ Did you mean (google)
………….○ Alerts (result set changes … only once a day or week)
……………………..§ Immediate wasn’t really happening in 2003 (depends on how often you crawled)
• 22:30 - Indexing
………….○ Choose what to crawl, rules, log
………….○ One index per SSP (Shared Svcs Provider). It is a ‘farm service’.
………….○ SSP design is key. One index per SSP.
………….○ Multiple start addresses per content source … so you can crawl segments of a source. Don’t need to create multiple content sources (ie 2003 way).
……………………..§ So you could crawl all the SP blogs on the web under one content source
………….○ Search scopes are from managed properties. In 2003 URN. So you can roll up same ‘content’ fields but separate fields and search it as one field (so multiple system definitions of ‘author’).
• 29:46 - Crawl Process
………….○ Load (protocol, index, site path rules, crawl settings, site hit freq).
………….○ Connect
………….○ Stream meta, content (pass to plug ins - indexer, archival plug in (schema plugin)). No more persistent query service. No category assisstant / topic assistant.
………….○ Meta in sql (not sps.edb)
• 32:20 - Arch Updates
………….○ Alerts daily
………….○ Shadow indexes (resolves network down issues) … continuous propagated to query server (chunking) … scheduling w/ 200-300 content sources is resolved (problems in 2003 at least). More available … quicker to end user (chunking). Query server in MOSS>
• 36:00 - Demo - Creating a Content Source
………….○ Types (sharepoint servers)
………….○ Web sites
………….○ File shares
………….○ Exchange public folders
………….○ Business Data (BDC searching of ERP)
………….○ Q&A
……………………..§ Unique security for above done by site path rule
……………………..§ File extension defaults 2003 and above (pdf filter, and others are still 3rd party)
……………………..§ 2003/2001 .. Add on for notes … in 2007. Don’t know if can crawl in 2007. Assume can via BDC.
………….○ Add site path rule
……………………..§ Hit page but only index below
……………………..§ Crawl complex pages (ie ones w/ question marks).
……………………..§ Sp as http
……………………..§ Add account pw (https certificate)
………….○ Search center
……………………..§ Pick site(s)
……………………..§ Get folder and doc
……………………..§ To customize page (search results).. Can edit page now
……………………..§ Flag ignoring of buss words (like G&R)
……………………..§ Stemming was always on … in 2003 ” was indicating proximity (so you can’t look for exact phrases still)
……………………..§ Q&A
…………………………………□ Will it crawl SP Service? Hit top but wouldn’t go lower in 2003. Not sure in 2007.
…………………………………□ Customize Search Interface? Yes. Just like results page.
• 58:00 - Broader Content Aggregation
………….○ Blogs
………….○ Wiki’s
………….○ ERP systems
………….○ Colleagues and Partners (people search)
……………………..§ Search people and their expertise
……………………..§ Reporting structure
……………………..§ Teams in past
……………………..§ Teams now
……………………..§ Who knows who
……………………..§ External contacts
……………………..§ Connections
• 1:03 - Shared Search Services
………….○ Indexing is resource intensive.
………….○ Avoid redundant
………….○ Always on
………….○ Control central, managed by consumer
………….○ Users can define search scope. Tied to content source. You can search pieces of the index. Scope by any meta data you want (authoer, project, customer, etc)
………….○ 1st impression of search is key [deployment point, weave into discussions w/ clients] … if it isn’t good the 1st or 2nd time they will leave or stop trying … [push UX]
• 1:09 - Demo Create Scope
………….○ Show how fields map to one field (for singular search)
• 1:12 - Query Reporting
………….○ See what people are looking for

June 27, 2006 Posted by bauertim | Uncategorized | , , | No Comments

MSFT: WWF Overview

Watched this webcast today

Intro to WWF


Not so much as it was new material but I was curious on if the message had matured since earlier (intro to WWF webcasts). It had a bit. The keys I took away were

    1. Good Overview Slides. Had two good overview slides that I captured for you (see below). One on Biztalk vs WWF. The other on base execution view.

    2. Domain Specific Activities. Its interesting that the Domain Specific Activities might be a way to seperate ourselves from the pack. For example, our investment in Patient Intelligence Registry (BI Play) will have Domain specific workflows (or could). Nice way to extend that play (as we are right now trying to build a Sharepoint front end based on Business Data Catalogue).

    3. State. It’s interesting that this time around I began to think our messaging should be around state. Sequential is in there (granted). But state can be the forest business layer that triggers sequential flows when appropriate.


Detail notes are below:

Quote:
Gerald Walsh. Developer Evangelist.
Introduction to WWF (100)
…………..○ 1:30 - Agenda
……………………….§ Intro
……………………….§ Integration
……………………….§ Workflow basics
……………………….§ Building a workflow
……………………….§ Activities
……………………….§ Execution and Control Flow
……………………….§ Workflow design tools
……………………….§ Integration w/ Office
……………………….§ Summary
……………………….§ Resources
…………..○ What is a workflow? Activities to coordinate people and/or software.
…………..○ Two categories
……………………….§ Flow chart
……………………….§ State diagram (less transactional, more human)
…………..○ 4:30 Challenges
……………………….§ Long running & Stateful
……………………….§ Flexible control flow
……………………….§ Transparency
…………..○ Release
……………………….§ Beta 2.2
……………………………………□ WinFX dropped
……………………………………□ Launced in .NET 3.0 (put in WCF, WWF, WPF, etc)
…………..○ BizTalk vs WWF
……………………….§ BizTalk superset of WWF
……………………………………□
…………..○ 10:30 - WWF
……………………….§ Compiled DLL (reside in host process)
……………………….§ Workflow, Activity Library, Workflow Runtime Engine, Runtime Services (state mgmt, persistance, tracking, timer svcs, transaction svcs, intfc for custom run time svcs)
……………………….§ Interfaces to work on workflow
……………………………………□ Sharepoint Designer (Frontpage next release)
……………………………………□ VS 2005 plug in
…………..○ 15:00 - 2 ways to define
……………………….§ Code
……………………….§ Markup (XML). Nice (enables the external app definition of a workflow)
…………..○ 17:00 - Demo
……………………….§ 17:30 - 2 types of projects
……………………………………□ Console (prog file to allow run in console file)
……………………………………□ Workflow library (where you have a host)
……………………….§ Review of Activities that could be done in workflow (part of VS2005)
……………………….§ 25:30 - End demo (shows console firing up, msg, and closing)
…………..○ 26:00 - Authoring Modes
……………………….§ XAML only
……………………….§ XAML and Code
……………………….§ Code Only
……………………….§ Application Generated
…………..○ 28:00 - Activities Basics
……………………….§ Activities Building Blocks of Workflows
……………………….§ Activities are Classes
……………………………………□ Base
……………………………………□ Custom Activities
………………………………………………..¨ Compose Activities (aggregate)
………………………………………………..¨ Extend
………………………………………………..¨ Author New
……………………………………□ Domain Specific Workflow Packages
………………………………………………..¨ Opp for GR/FC?
…………..○ 33:30 - Workflow Execution
……………………….§
……………………….§ 35:30 - Dehydrate / Rehydrate the workflow (where the workflow is saved to disk after inactivity)
…………..○ 37:00 - Flexible Control Flow
……………………….§ Sequential (flowchart)
……………………….§ State Machine
……………………………………□ setup external comm
……………………………………□ Event drive (host is beefier)
……………………….§ Rules Driven
……………………………………□ Complex policies
……………………………………□ CAG (Constrained Activity Group) is key foundation
…………..○ 39:00 - State Demo
……………………….§ 43:30 - Bumbling around.
……………………….§ Couldn’t link the states (in GUI) … DOH!
…………..○ 45:00 - Taking Workflow Mainstream
……………………….§ Design - VS 2005
……………………………………□ Sequential Designer
……………………….□ State Machine Designer
……………………………………□ Activity Designer
……………………….§ Office
……………………………………□ Sharepoint Server manages workflow typically (outlook can be a client using VB tools for office)
……………………………………□ Example, invoice in word, save to sharepoint, trigger workflow, etc
……………………………………□ Sharepoint Designer allows non-tech to design workflows (employee tracking, invoice tracking, etc)
…………..○ 53:00 - Q&A
……………………….§ Remoting
……………………….§ Nothing else notable

June 26, 2006 Posted by bauertim | Uncategorized | , | No Comments

MSFT: MOSS - WCM

Watched this webcast

Preparing for Web Content Management w/ Microsoft Office Sharepoint Server 2007

today based on (1) the set of our annuity accounts that are currently on CMS 2002 and (2) the rumor that certain clients are migrating from tier1 ECM products (like Documentum) to the o2007 Microsoft Office Sharepoint Server (MOSS) suite.

So here is what i took away:

    1. Solid Marketing vs ECM Space. Good slides and discussion (at a high level) on how the pieces of MOSS can provide not just WCM (focus of this presentation) but the macro view of ECM in ways. For example records management.
    2. WSS / WWF Based … AGAIN. Another product that is basing off the core of Windows Sharepoint Services and Windows Workflow foundation. It is clear that MSFT is standardizing on this infrastructure. If you aren’t grappling with what these features can do for you in an application framework — get on it.
    3. Sizzle No Steak? Interesting how they didn’t show the product (this was captured in March however). So at that time it was probably too unstable for demo. Has anyone looked at it (Ruska? Baldwin?) since then?

Anyway, here is my detail list:

    • Preparing for Web Content Management w/ Microsoft Office Sharepoint Server 2007

    • Manish Sharma - Sr. Product Mgr
    • Arpan Shah - Group Product Mgr

    • 1:44 Agenda
    …………….○ Evolution of WCM (cms2001, moss 2007)
    …………….○ Features in MOSS
    …………….○ New capabilities
    …………….○ Migration cms 2002 to MOSS
    • 2:00 Evolution
    …………….○ CMS 2001
    …………….○ CMS 2002
    …………….○ MOSS 2007
    • 3:30 Overview of MOSS 2007
    …………….○ Collab
    …………….○ Portal
    …………….○ Search
    …………….○ Content Management
    …………….○ Business Processes
    …………….○ Business Intelligence
    • 7:00 ECM
    …………….○ User Intfc : office, Web, 3rd party
    …………….○ ECM: Doc Mgmt, WCM, Records Management, Forms Mgmt
    …………….○ Svcs: Workflow, Meta, Policies, Library Svcs, Search, security, IRM, Collab
    …………….○ Unified Storage: WSS + SQL Server
    …………….○ [bauer comment - 1st time I have seen a ECM vision slide from MSFT, similar to Documentum and Stellent angles (at least in marketing points)]
    • 10:00 - Author web content
    …………….○ Talks to RM impacting (being available)
    …………….○ WSIWYG editor (new)
    • 11:45 - In Place Authoring Editing
    …………….○ Author content with WSIWYG editor
    …………….○ Spell check /tables
    …………….○ Server side conversions (word to web page leveraging master page of site)
    • 13:00 - Publish
    …………….○ Templates - separate content and presentation
    • 17:00 - Deploy and Manage
    • 18:00 - Present content to Web Users
    …………….○ High scale / performance
    • 20:00 - Benefits
    …………….○ Lower mgmt costs multi site / multi lang
    …………….○ Business Driven content
    • 20:30 - Liscensing Models
    …………….○ Server / Cal (intranet models)
    …………….○ Per Server (internet sites)
    • 22:30 - Q&A
    …………….○ Migration
    …………….○ Availability - End 2006
    …………….○ Public Beta - End of 6/30
    …………….○ SQL Server 2005 Supported
    • 23:30 - Key Arch Points (CMS and MOSS)
    …………….○ No client footprint this time
    …………….○ Editing - Users can add webparts and content (applications)
    …………….○ Sharepoint Designer = Next Version of FrontPage
    …………….○ Page Layouts = Templates
    …………….○ WSS based = for example web content in WSS lists so you get page lock down, recycle bin, RSS feeds on page, workflow on pages, etc … all via WSS .. Also auth provider model works (could write a app provider in asp .net 2.0).
    …………….○ Built on WWF. O2007 features. Configurable workflow templates. Serial, parallel, events, create workflows (via designer, or vs2005).
    • 30:00 - Coexistance
    …………….○ Can run in parallel (CMS and SP 2007)
    …………….○ CMS - content, cms files (templates, etc), config
    …………………………..§ Will have tools to move content
    …………………………..§ Incremental or big bang content movements
    …………………………..§ Templates - Get a blank template for every CMS templates (will generate). Won’t move code behinds. Manual apply code, styles (css files could port).
    …………….○ Custom Code
    …………………………..§ Search (Out of Box - OOB)
    …………………………..§ Nav - OOB (plus Whidbey provider)
    …………………………..§ Summary Roll Up - OOB (listings, TOC, rollup)
    …………………………..§ Deploy Scripts - OOB
    …………………………..§ Form Login - OOB
    …………………………..§ Workflow - Better OOB
    …………………………..§ Console Customizations - OOB
    …………………………..§ Custom Placeholder Server Controls - Rewrite as WSS field control
    • 42:00 - Application Code Migration
    …………….○ Key point not 100% migration of customization on CMS
    • 43:00 - Best Practices
    …………….○ Get on SP2
    …………….○ Minimize Templates (less than 30 per site)
    …………….○ Get rid of going directly to the DB (use API’s and workarounds)
    …………….○ Don’t put login in pages
    …………….○ Leverage Whidbey provider models for navigation and forms (via SP2)
    …………………………..§ Enables cool OOB Whidbey Nav
    …………………………..§ Makes Nav and Form Login Simple
    • 48:00 - Migration Resources
    …………….○ Migration Whitepapers
    …………….○ Public Beta is avail on 7/5
    …………….○ Assessment Tool
    …………………………..§ Application that you run on a dev machine and it looks at CMS2002 … tells you what you need to look at (in a way)
    …………….○ Arch Guidance
    …………….○ Review Reusability and ECM Whitepaper
    …………………………..§ ECM - www.microsoft.com/office/preview/ecmwhitepaper.mspx
    …………………………..§ BETA - get that
    • 51:00 - QA
    …………….○ What is Whidbey? ASP .NET 2.0
    …………….○ Browser support better than CMS2002 (subscribers supports all models)
    …………….○ WSS v2 to v3 is an upgrade … beta2 will address. Reuse on WSS will also be addressed.
    …………….○ Blogs.msdn.com/arpans
    …………….○ Highly distributed? Can publish to multiple farms
    …………….○ Multi Lingual? O2007 on wss.v3 … can have different areas (called sites now) can have different languages. Page level translation is workflow. Control to switch to lang (in template)
    …………….○ CM2001 migration. Write ASP code to asp.net.
    …………….○ Offline. Take any stuff offline (groove, wss features, etc)

June 23, 2006 Posted by bauertim | Uncategorized | , , | No Comments

MSFT: Sharepoint 2007 - New Stuff

Watched this webcast this morning (working off the fat of vacation)

Office Sharepoint Server 2007 (Whats New)

John Daniels presented. He is the lead relative to FCIS around SP 2007 and is probably the broadest SP resource I have seen in all divisions to date. Overall had the following keys for me.

    1. Great Attendance / Q&A. Looks like 80 some people attended and the reservations was around 150. So GREAT involvement (first one was 160 people online). More telling was the interaction during Q&A. 20 minutes of that. Most I have seen in a webcat by FAR (which says something).
    2. Workflow is it my friends. ~50% of attendees said they wanted to understand workflow. Validates my belief that the biggest value around Sharepoint is FIRST focusing on business process re-engineering (optimization) and then how to enable that in workflow (SP or 3rd party or Manual). Need to keep digging into WWF (or WF i hear) and BizTalk. I suspect this ‘workflow’ focus is quite pervasive at this time.
    3. Good Brand / Marketing Deck. This deck was more on establishing our grasp of the topic. Didn’t come up w/ any notable ah - ha’s from it. Probably focused more on high level consumers. To drive that I believe followup webinars are being formulated.

Here are the rough notes from the presentation:

    Office Sharepoint Server 2007 (Whats New)
    John Daniels (associate director, collaboration and portals)

    ………….○ 1:00 - Bad music
    ………….○ 3:00 - Agenda
    ……………………..§ About Fujitsu
    ……………………..§ Background on Sharepoint
    ……………………..§ Why Start Now?
    ……………………..§ Top Ten Features
    ………….○ 4:18 - Presenter
    ……………………..§ Nice overview of John
    ………….○ 5:00 - Pool on roles (to guide depth of discussion)
    ……………………..§ Around 70 people responding
    ………….○ 5:45 - Fujitsu Overview
    ………….○ 7:00 - Sharepoint Background (2003 v2)
    ……………………..§ Released in 2003
    ……………………..§ Fastest adopted in MSFT history
    ………….○ 9:00 - Why start now?
    ……………………..§ 6 to 8 months on MSFT 2007 start implementations
    ………….○ 10:00 - Context for Webinar
    ………….○ 10:40 - Top Ten Features
    ……………………..i. Master Pages
    …………………………………1) Ability to push look to multiple sites
    ……………………..ii. Item Level Security
    …………………………………1) Manage permissions at parent or item
    …………………………………2) Global breadcrumb at top (site nav @ left)
    ……………………..iii. Security Trimmed UI
    …………………………………1) Menu dynamic
    …………………………………2) Much better site admin path via menue (1 click) versus the 2-3 of old
    ……………………..iv. Workflow
    ……………………..v. Recycle Bin
    ……………………..vi. Site / Library Templates
    ……………………..vii. Content Policies & Expiration
    ……………………..viii. My Site
    ……………………..ix. Mobile Enabled Sites/Lists
    ……………………..x. Total integration w/ Content Management Server
    ………….○ 17:00 - Demo
    ……………………..§ Covering the above (1-3)
    ………….○ 20:30 - Workflow
    ……………………..§ Every doc lib, list has 2 workflows embedded
    …………………………………□ Collect feedback
    …………………………………□
    ……………………..§ Use Sharepoint Designer or VS 2005
    ……………………..§ Workflow in o12 2007
    ……………………..§ Sharepoint Designer
    …………………………………□ Show properties and css by region / page
    ………….○ 24:00 - Site Templates
    ……………………..§ New in Collab (wiki, blog)
    ……………………..§ Internet Presence Website
    ……………………..§ Personalization
    ……………………..§ Report Center
    ……………………..§ Search Center
    ……………………..§ etc
    ………….○ 25:00 - List Templates
    ……………………..§ Wiki library
    ……………………..§ Picture / Report Library
    ……………………..§ Translation Management Library
    ……………………..§ Data Collection Library - Key Part of Business Data Catalogue
    ………….○ 27:30 - Project Mgmt Lite Site
    ……………………..§ Easy Gantt
    ……………………..§ Simple tasks / dependancies
    ……………………..§ Promote project to professional
    ………….○ 28:30 - Mobile Enable Sites
    ……………………..§ One click
    ……………………..§ Domestic and International phone. Reduce images and size appropriately
    ………….○ 29:30 - Document Management
    ……………………..§ Research content types
    ……………………..§ Workflow and approval
    ……………………..§ Minor/major versions
    ……………………..§ Security and tracking
    ………….○ 31:00 - Centrally Admined Policy Templates
    ……………………..§ Archival workflow
    ………….○ 32:00 - Record Repository
    ……………………..§ Capture rich meta data
    ……………………..§ Content types can kick off workflow
    ……………………..§ Major/minor versioning (see published version - highlighted)
    ………….○ 34:00 - Slide Library
    ……………………..§ Ability to pull from one screen the thumbnails of slides that you need to include.
    ……………………..§ Will notify when those ‘master’ slides change. Keep them in synch
    ………….○ 36:10 - Forced checkout
    ……………………..§ Comments, version type, etc
    ………….○ 37:00 - Integration to Outlook
    ……………………..§ Can push site tasks to outlook tasks
    ……………………..§ Same for calendar
    ……………………..§ Can take docs from site offline (synch). Briefcase like.
    ………….○ 39:00 - RSS Feeds
    ……………………..§ Every list, every doc lib can be an rss feed
    ………….○ 42:00 - Mysite
    ……………………..§ User profile
    ……………………..§ Org Structure (what you have in common). Helps the social network.
    ……………………..§ Social network add on (degree’s of separation)
    ………….○ 44:00 - Content Management
    ……………………..§ Web content Management
    ……………………..§ Staging (setup scheduled tasks)
    ………….○ Poll - Greatest Challenge
    ……………………..Workflow was 47% of the problem. Workflow. 30 people.
    ……………………..○ Nice example of how to do a pool (talking points to each bullet)
    ………….○ 49:00 - Call to action
    ……………………..○ Readiness Assessment
    …………………………………□ Analyze your environment
    …………………………………□ Complexity matrix
    …………………………………□ Understand the migration path and business impact
    ……………………..○ Beta2. 5/23. 1.4M downloads. 14,000 ftp servers
    ……………………..○ RTM for volume liscenses in Oct.
    ……………………..○ Full 2007 in 01/07 w/ Vista.
    ………….○ 50:00 - Q&A
    ……………………..§ Prior 2007 version integration?
    …………………………………□ Document forthcoming. Good, better, best.
    ……………………..§ Sharepoint Designer add-on?
    …………………………………□ Comes w/ Office Pro (or buy as add on)
    ……………………..§ Webpart search across libraries?
    …………………………………□ Yes. One index in 2007 (better relevance / rankings)
    …………………………………□ Search is full open API
    …………………………………□ Need server to search across sites.
    …………………………………□ Can use meta tags
    …………………………………□ Storage limitations (2000 docs in folder or in list is a perf limit). Tree view comes out of box.
    ……………………..§ Taking docs offline doesn’t checkout? True.
    ……………………..§ 2003 integration / disconnection of portal and sharepoint.
    …………………………………□ Sharepoint server on WSS. Sites look the same.
    …………………………………□ WSS will be free still. WSS v3. Get certain features w/ pricing.
    ……………………..§ Printer friendly pages? Yes has been extended.
    ……………………..§ Save from office directly w/o drive? Yes use URL
    ……………………..§ 2003 to 2007 migrations how easy? Wait?
    …………………………………□ Non blocking strategy. 2003 and CMS 2002.
    …………………………………□ Different levels of migration complexity. For example Front page is fine.
    …………………………………□ Custom site definitions need additional work.
    …………………………………□ Look at non-blocking strategies. Readiness assessments.
    …………………………………□ Tools MSFT will release to ease migration.
    ……………………..§ Features in WSS?
    …………………………………□ All shown minus Internet site w/ CM.
    ……………………..§ O2003 for view? Yes.
    ……………………..§ Sharepoint 2007 how compare versus other CMS systems?
    …………………………………□ Top right on Gartner per John.
    …………………………………□ Especially w/ policy and content solid.
    …………………………………□ Scalability is key.
    ……………………..§ How bundled? Separate SKU. Groove allows you to have extranet capability (share SPS site outside of intranet or content).
    ……………………..§ Migration SP 2001 to 2007? Ideally 2001 -> 2003 -> 2007? What you really want is the content not the arch. So its more about a content port.
    ……………………..§ Mobile Access Devices Supported? Security settings to make avail on www?
    …………………………………□ All devices w/ windows mobile.
    …………………………………□ Render to mobile device based on international sites.
    …………………………………□ Enabled security (same as extranet model)
    ……………………..§ Integration w/ Small Business Server?
    ……………………..§ Infopath required? No. Forms Server go over? Works w/ all browsers (zero client footprint). Does require different liscensing.
    ……………………..§ Index capabilities? 2007 can be pointed to content source. Will index it. Basically Index server. Still have capabilities to hit 2003 SPS, Notes, Shared Drives, etc.

June 19, 2006 Posted by bauertim | Uncategorized | , | No Comments

MSFT: WWF - Insider Sneak Peek

I watched this webcast (just for fun) today .. a quicky … with just 40 minutes in duration … 10 slides, 20 demo, 10 q&a.

Sneak Preview of WWF from an Early Adopters Perspective

It was definitely for the developers out there … 10 minutes of slides the rest of the time on code … and Q&A. From that here is my thoughts.

    1. Stable or not Stable … unclear The more I look at more trench level information on WCF it seems unstable at this time. The code examples they were providing seemed to be more rigid than flexible. Perhaps its just thier focus … definitely not synching w/ earlier demonstrations.
    2. I would grab thier code samples however … I would grab thier code samples … first time I have seen a different focus on the demo’s (versus building extensions off the same code base). They started from scratch … so could be a good baseline to review.

Here are my detail notes for those amused. Don’t go into withdrawls while I am on vacation (no posts from me next week on this stuff). [wink]

Quote:
Sneak Preview of WWF from an Early Adopters Perspective

Willy-Peter Schaub. BB&D MSFT Tech Unit. South Africa

…………..○ 1:00 - Agenda
……………………….§ WCF Overview
……………………….§ Perception
……………………….§ Roadmap
……………………….§ Demo
…………..○ Perception
……………………….§ Bad
……………………………………□ Code, feature, doc churn is high
……………………………………□ Lack of Integration w/ WCF GUI w/ VS is hard on admin
……………………………………□ X509 tricky
……………………………………□ 3rd interoperability on WS-*
……………………………………□ Currently lack of VSTS intg and WCF model artificats
……………………….§ Good
……………………………………□ SOA dev model is solid
……………………………………□ Abstraction and standard reduces code, complexity, and errors
……………………………………□ Unified dev model
………………………………………………..¨ Address, Binding, Contract is not an issue now
……………………………………□ Core infra
………………………………………………..¨ Distributed computing
………………………………………………..¨ Better performance (versus earlier releases)
…………..○ Roadmap
……………………….§ If you can use WCF … do
……………………….§ Target .NET 2.0
……………………………………□ If not use WSE2 or other tech
……………………….§ If WCF stable/released use it else use WSE 3.0 (good migration to WCF)
…………..○ 6:00 - Resources
……………………….§ www.saArchitects.net, www.saDevelopers.net
……………………….§ www.drop.co.za (Dev readiness program)
……………………….§ Presenters
……………………………………□ Willy@bbd.co.za, garret@bbd.co.za
……………………………………□ http://dotnet.org.za/willy
……………………………………□ http://dotnet.org.za/besserg
……………………………………□ Book2 - .NET Ent Solutions - Interoperability for the Connoiseur … IBN 0 620 34680 9
…………..○ 5:00 - Demo
……………………….§ Service and Data Contract definition
……………………….§ 10:00 - Create calculator service. (this is the demo a WWF based calc)
……………………….§ 11:30 - Define WWF configuration file (example on their website)
……………………….§ Right now WCF creates new instance on each call … so state is lost across calls … seo create session and sequence control code
……………………….§ Extend request/respond
……………………….§ Implement logic in calc service
……………………….§ Note, WCF bindings implement security so no need for further work
……………………….§ 19:00 Code focus is on transaction management through methods at this point
……………………….§ So calc service is now created
……………………….§ Now create client that consumes
……………………….§ Use cmd line to create a proxy via svcutil
……………………….§ Add proxy a linked file to client proj
……………………….§ Client callback defaults to port 80 …
……………………….§ The UI Is cmd line … (console)
……………………….§ Demonstrate error if methods in flow are out of sequence
…………..○ 29:00 - Q&A
……………………….§ Where get code?
……………………………………□ Uploading source code … to their site
……………………….§ What is instance context?
……………………….§ Online resources?
……………………………………□ SDK on WinFX
……………………….§ Request is what?
……………………………………□ Indigo objects. Serialized via SOAP. Could go to binary.
……………………….§ Ordering roles for 1st and Last, other way?
……………………………………□ No. 1st, last, svcs between. Otherwise sesion comes down.
……………………………………□ Configuration channel can assist in synch
……………………….§ Stateless … how inforced?
……………………………………□ First, Last, Intermediate works w/ stateless … still testing

June 10, 2006 Posted by bauertim | Uncategorized | , | No Comments

Proj Mgmt: Agile Innovation

So I watched this webcast this morning.

Agile Project Management - Reliable Innovation

Recently (last 4 to 5 qtrs) we have been approached by clients that are trying to apply agile in thier environments. With that in mind I am beginning to be more curious on what the ‘pioneers’ in this space are doing.

At a high level I took this away:

    1. Agile Doesn’t Mean Agile All the Time It was interesting how the speaker had a variety of points where he made sure to clarify Agile isn’t agile all the time. Its about being flexible in how you deliver primarily around the uncertainty in the project. More uncertainty more agile. Less uncertainty more classical (still pieces of agile). Good message.

    2. They still avoid that budget thing The metrics quoted by this guy were about match to business goals … not about cost to achieve them. The unanswered question is … did we achieve 100% match but spend 80% of the budget (w/ overrung) to achieve the last 20%? Does that last 20% really drive the 80% of the value? Our estimating model does a better job (could be applied in agile structures) of showing the cost associated with various features. From which clients could assess lining out specific areas (lacking payback).

    3. Liked Thier Parking Lot Status They showed an example of a parking lot status. If some watches snapshot it. Basically it was a 10,000 foot view of all the subject areas, activities in those, sub activites (metrics on stories that are ‘done done’) with stoplighting at the activity level. Could do that with process views as well.

Here are my detail notes for those inclined.

Quote:
• Road to Agile Series
…………….Avoiding the Four Roadblocks to Agile Adoption
…………….The Agile Customer Toolkit
…………….Moving from Test-Last to Test-Driven.
…………….Agile Project Management - Reliable Innovation
• 3:00 - Presenter - Jim HighSmith
…………….○ Author, 25 yrs, Co Author of Agile Manifesto
• 5:00 - Agile
…………….○ Deliver value
…………….○ Have a good time
• 5:30 - Objectives
…………….○ Realibility / Value Via
…………………………..§ Continous Innovation
…………………………..§ Product Adaptability
…………………………..§ Reduced Delivery Schedules
…………………………..§ People / Process Adaptability
…………………………..§ Reliable Results
• 8:00 - Example - Tablet PC Graphics Package
…………….○ Envision and Evolve project (not defined and locked down)
…………….○ 3 stories: Version 1, Tech Debt, Agility
• 9:45 - Essence of APM (Agile Project Management)
…………….○ Innovation
…………….○ Get Right People Delivering
…………….○ Core Values & Principles (ala Agile Manifesto)
…………….○ Process Framework / Practices (evision, speculate, adapt, explore, close)
• 11:30 - Characteristics
…………….○ Vision / Customer Value Driven
…………….○ Key usage is projects w/ uncertainty of goals
…………………………..§ Change over: Time, Understanding, Cone of Uncertainty
…………………………..§ Respond to Change is critical
…………….○ Feature Driven Development
…………………………..§ Features are “done done” (meaning it is developed and accepted)
…………….○ Iterative Development
…………….○ Collaborative Development
• 15:00 -
…………….○ Client producing documentation … extensive but not formalized.
…………….○ Collaborative development sessions
…………….○ Peer programming (team areas and cube workspaces). Most of time in workspaces
• 16:30 - Envision, Explore
…………….○ Colloborative Planning, Development
…………….○ Envision, multiple Explores … envision … cycle
• 17:30 - Experimentation
…………….○ Harvard Business School - 2003 … Experimentation is key. Organizations impede it. Examples of how experimentation driven down cost (computer simulations, virtual crashes, 30% advantages in design).
• 20:00 - Problem Domains
…………….○ Optimization - Production Drilling for example
…………….○ Adaptation - Exploration for oil
• Exploration Factor -
…………….○ Requirements Vector: Erratic, flux, routine, stable
…………….○ Tech vector: Bleeding edge, leading, familiar, well known
• 22:30 - Manage “Uncertain Projects” via adaptive and measure success differently.
…………….○ Manage to vision on adaptive
…………….○ Manage to budget on optimization
• 23:30 - Stages of Project Management
…………….○ 1 - Chaos
…………….○ 2 - Prescriptive Control
…………………………..§ Plan work. Work plan.
…………………………..§ Waterfall
…………….○ 3 - Adaptive Control
…………………………..§ Comformance to end goal (not plan)
…………………………………………□ [bauer thought - end goal is sometime budget w/ features]
• 25:00 - Parking Lot Diagram
…………….○ Status report (12 years)
…………….○ Subject areas macro
…………….○ Activity areas micro
…………….○ Sub Activity (metrics - # stories complete)
…………….○ [bauer thought - stories could equal classic processes]
• 27:00 - What is agility
…………….○ Create change
…………….○ Respond to change
…………….○ Balance of flex and structure
• 28:30 - APM Guiding Principals
…………….○ Customer-Product
…………………………..§ Deliver customer value
…………………………..§ Champion Tech excellence
…………………………..§ Employ iterative feature delivery
…………….○ Leadership-Collaboration
…………………………..§ Build adaptive teams
…………………………..§ Inspire Exploration
…………………………..§ Simplify
• 29:30 - Help teams define their ‘own’ values
…………….○ Speak to interaction
…………….○ Speak to how decision process
• 30:30 - Q&A
…………….○ Barely Sufficient definition?
…………………………..§ What is docs / rigor that is ‘barely’ acceptable for that client (informal docs to rigor)
…………….○ Hard ROI on Agile versus classic?
…………………………..§ Internal study shows that new agile projects … industry norms … both more productive. Order of magnitude of few defects
…………………………..§ [bauer note: no metrics on budget performance difference]
• 33:45 - APM Lifecycle
…………….○ Envision
…………………………..§ Product Vision Box
…………………………………………□ Example - Create a vision of the product. Sell your produce on a box. Essence of product of what the customer wants.
…………………………………………□ Elevator pitch model
…………………………..§ Project Data Sheet (Scope)
…………………………..§ Project Community (Project Mgr/Dev, Product Mgr/Customers)
…………………………..§ Serial to Iterative
…………………………………………□ Iteration 0 (arch framework, dev requirements)
…………………………..§ Balance Anticipation / Adaptation
…………………………………………□ A lot of Technical depth drives it to be unmaintainable
…………………………..§ Feature Cards (Documentation)
…………………………………………□ Conversation level (not a requirements spec)
…………………………………………□ Confirmation is acceptance test)
…………………………………………□ Pink cards are iterations, stack iterations below
…………….○ Speculate
…………….○ Adapt
…………….○ Explore
…………………………..§ Exploration planning, development, review / adapt w/ customer
…………………………..§ Iteration planning …
…………….○ Close
…………………………..§ Team Retrospectives. Team, product, process. What Went Well (WWW). Concerns / Improvements. Questions.
• Command - Control … to … Leadership / Collaboration
…………….○ “Simple, clear purpose principles give risk to complex, intelligent behavior”
…………….○ Build adaptive teams … self discipline, self organization
…………….○ Manager Role
…………………………..§ Right people
…………………………..§ Barely sufficient framework
…………………………..§ Open flows
…………………………..§ Steer don’t control
…………………………..§ Share decision making
…………….○ Team Members Role
…………………………..§ Accountability for:
…………………………………………□ Results
…………………………………………□ Relationships
…………………………..§ Confront reality with rigor thinking
…………………………..§ Engage in intense interaction
• Gnatt example
…………….○ Waterfall. No feedback. % complete on artifacts.
…………….○ Agile. Plan, collaborate, development. Feedback and control mech is shippable control features (as shown by parking lot)
• Resources
…………….○ agilepmgroup@yahoogroups.com
…………….○ www.adaptivesd.com (his site)
• 52:00 - Q&A
…………….○ Measure Productivity in Agile?
…………………………..§ Function points
…………………………..§ Lines of code (bad)
…………………………..§ Problem in measurement in agile … what is the measure of delivering but being zero value. Agile insures that unnecessary features are cut out via process
…………….○ Don’t keep detailed documentation?
…………………………..§ Clarify.
…………………………………………□ Format is different. Documentation is there. Flip charts. Digital images.
…………………………………………□ Timing might be different (sometimes formalized at end)
…………….○ Planning?
…………………………..§ Release planning (all project)
…………………………………………□ Same estimating techniques
…………………………………………□ High uncertainty … problem
…………………………………………□ Put graph in of time and % of certainty.
…………………………..§ Iteration planning
…………….○ How agile should project be?
…………………………..§ What is uncertainty? But … replace existing system had change and requirements (people wanted new stuff). Difficult to dig out code features (more documentation). Still be adaptive and agile (iterative dev, planning)

June 9, 2006 Posted by bauertim | Uncategorized | , | No Comments

Documentum: EDM Overview

How many E’s, via ackroynms, can I get in a subject? Looks like three.

    EMC = EMC
    EDM = Enterprise Doc Mgmt
    ECM = Enterprise Content Management

Anyway I watched this ‘quick’ (25 min) Sales Training: EDM [15545] webcast on the myLearn site of Documentum. If you need a login for that search the forums another post discusses it. I watched it because we continue to see ECM pipeline in WI and Documentum continues to be in the mix at all times. Specifically the pipeline is around EDM (Enterprise Document Management) so I was curiuos on Documentum’s angle in this space.

Turned out that this was a very overview webcast but, as always, there are tidbits:

    • 1. Bundle Strategy They talked about how Documentum has a bundled strategy on pricing. They offer the whole enchilada. Not pieces. That is great if you are a hungry customer. But if you want more of a Weight Watchers fare … you are going to overpay (or put alot of food in the freezer). Kidding aside this is a serious point. We need to understand if the client needs all those bundled extensions and, if not, are there other options that are similar for the extensions they do want for less cost.
      3. One repository (Beats Stellent) I get the sense from this discussion that EMC has build a one repository model for the EDM line. This is relevant because other products (like Stellent) actually have one repository optimized for images … and another, lighter weight one, optimized for electronic documents from a knowledge worker. This is a benefit in my mind. I believe Stellent intends on consolidating but it is vaporware right now.
      3. Nice Overview Slides My favorite was the list of document types (~200 by EMC’s count) in a typical org. So when you talk about the value of ECM products … think about what is going on around those document types. I have attached the images at the bottom of this post

Typical Documents by Functional Download

doc_types_typical_org_2.gif

doc_workflow_overview.gif

Here are my detail notes for those amused by such things:

Quote:
Naomi Miller - Director of Product Marketing
………….○ 1:00 - Agenda
……………………..§ Business Drivers
……………………..§ Challenges
……………………..§ Documentum’s Solution / Value
……………………..§ Customers Example / Payback
………….○ 1:00 - Trends
……………………..§ Standardization / Optimize (TCO)
……………………..§ Content Enable Apps (ERP, CRM, SCM, PLM, etc)
……………………..§ Compliance - Documentum got their start w/ Pharma companies
……………………..§ Enterprise Publishing - any info, any audience, any lang, any time
………….○ 4:00 - Documents Fuel the Enterprise
……………………..§ Image
………….○ 6:00 - Business Challenges w/ Paper
……………………..§ Volume & Variety (form)
……………………..§ Inefficient / Expense
……………………..§ Inadequate Access
……………………..§ Compliance - Litigation. If you can’t produce the docs you are assumed to be guilty (actual case law on this)
……………………..§ Customer Service Requirements
………….○ 8:30 - Overview of Key Aspects
……………………..§ Capture.
…………………………………□ High volume scan of docs / faxes
…………………………………□ Partner w/ Captiva & Kofax
…………………………………□ ADM uses Documentum to do 50,0000 images a day
…………………………………□ Can also do natively from word lines
…………………………………□ Integrated to Photoshop, Quark, WCM solutions, Autocad as well … etc
……………………..§ Content Services (all bundled is their msg)
…………………………………□ Workflow (bundled)
…………………………………………….¨ GUI tool. Tied to product.
…………………………………………….¨ Services on those flows.
…………………………………□ Security / Audit
…………………………………□ Versioning
…………………………………□ Lifecycle
…………………………………………….¨ State of document
…………………………………………….¨ Business rules to drive workflow
…………………………………………….¨ Permissions set. Labels applied as you go through workflow (ie security changes)
…………………………………□ XML
…………………………………□ Virtual Doc
…………………………………………….¨ Pieces to a virtual file
…………………………………………….¨ Compound docs
……………………..§ Integration w/ Enterprise Applications
…………………………………□ SAP, Siebel, PSOFT, others
……………………..§ 19:00 - Benefit
…………………………………□ Op Efficiency
…………………………………□ Knowledge Mgmt
…………………………………□ Compliance Risk & Costs (decrease)
…………………………………□ Leverage Content Infra
……………………..§ 20:30 - Customer success -
…………………………………□ Corp Express
…………………………………………….¨ 150,000 products
…………………………………………….¨ 12 million invoices
…………………………………………….¨ Move to a self service model on invoices instead of call center
…………………………………□ NCSU _ North Car State U
…………………………………………….¨ Replace legacy imaging system
…………………………………………….¨ Push to PSOFT
……………………..§ 23:00 - Q&A
…………………………………□ BPM. Compete w/ EAI & WOrkflow tools (Tibco, vitria)? Etc
…………………………………………….¨ Strategy. Have workflows for docs. Do need a standrads based way to communicate w/ the EAI/Tools. Tie via BPM.
…………………………………………….¨ Connect between workflows. BPM is the client workflow tool … model there …
…………………………………………….¨ So not outside of document repository … connect to enterprise bus.

June 7, 2006 Posted by bauertim | Uncategorized | | No Comments

MSFT: BTS and WWF

Ah, now here was an example of a webcast where the summary and title sounded great but the horse flagged early in the race:

Integrating BizTalk Server 2006 and Windows Workflow Foundation

This guy was a MVP for MSFT on the BizTalk line and pointed to how they had built a $3M global system that had a plug and play forms model that business users did (basically where workflows or parts can be edited/added on the fly by the business). Unfortunately he didn’t show that too much … but did clearly have a deep DEEP grasp of BTS and WWF. He wandered around like a mad hatter at times.

Still there were keys:

    1. BTS Can’t Do the Hosted Rules Model? He didn’t talk to it but one of his slides alluded to it. In short WWF can allow rules to be done in a variety of places (and managed in there). This enables the business to use a tool of thier choice versus a howitzer tool like the BTS Rules Composer. A good reason to weave together BTS and WWF if true.

    2. WWF Can Scale Hosted By ASP.NET. Made an interesting point here that if the WWF process is loaded under ASP.NET it would inherit (as any webservice) alot of the scaling. He still feels if you are doing serious applications that BTS should step in for that role.

    3. WWF is not the silver bullet. He talked about how alot of shops are getting all warm and fuzzy over WWF and basing apps just on that. He thinks it is too early to say if what the SLA and performance of a WWF solution can be (still in beta). For now BTS should be leveraged and, if it helps, a plan to weave it out if WWF if POC’d at some point to handle the load well alone for a give app.

In short, an intersting deck … but not as cool as the name implies … here are my raw notes.

Quote:
MSDN Webcast: Integrating BizTalk Server 2006 and Windows Workflow Foundation (Level 200)

Pasted from <http://www.microsoft.com/events/webcasts/calendar/MonthView.aspx?audience=Developer>

Mike Badran - BTS MVP
Training & Integration Specialist, Breeze Training Pty Ltd
http://blogs.breezetraining.com.au/mickbv-mickba@microsoft.com

…………○ 1:00 — How BTS and WWF work together
……………………§ Use mgmt, framework, robust of bts 2006
……………………§ WWF for state based workflows and describe them in framework and then use the metadata from those flows in bts
…………○ 3:00 — Agenda
……………………§ $3M system demo that is a global system repository that leverages WWF and BTS
…………○ 4:30 — BTS 2006
……………………§ Robust, Scalable, Highly Avail
……………………§ BAM
……………………§ Solid Admin / Dev Tools
……………………§ Tried and Tested in mission critical
……………………§ Powerful rules engine
……………………§ Loves XML but will do any files format
……………………§ 6:30 — Their solution had the business uploading files and extending the system w/o intervention
…………○ 8:30 — WWF Overview
……………………§ Framework for describing a workflow
……………………§ Long running and stateful
……………………§ Access to lower levels of workflow runtime engine (lower that BizTalk)
……………………§ Host it somewhere (no server)
……………………§ Rules can be hosted … rules engine can look to XLS for example … highly requested feature (implied by slide NOT IN BTS not commented on but listed on slide)
……………………§ Can run 2000 rules at a time in BTS … but it is considerable less in WWF
……………………§ If sequence begins to fail (too complex for linear) move to state based
……………………§ State based is ‘code heavy’ at this time but less and less w/ each release
…………○ 20:00 — User Requirements for the $3M System they build (the demo)
……………………§ Hard to update existing forms (processing rules) .. Make easier
……………………§ Want users to create new forms in < 20/hrs (versus tech taking > 40/hr)
……………………§ Simple to implement for users
……………………§ Solution must scale
……………………§ Approach
………………………………□ Use BTS to manage forms processing (workflow process)
………………………………□ Use BTS for enterprise class
………………………………□ Use WWF for workflow plugable arch (where users change stuff)
…………………………………………¨ Could use BTS a little in workflow, WWF prime
…………………………………………¨ Could use BTS for prime, and WWF for small pieces
…………○ 25:30 - Put pieces together
……………………§ BTS
………………………………□ manage overall, validate msgs, promote properties
………………………………□ Long / short running processing
………………………………□ Exposure bts orchestrations as services
………………………………□ Use content based routing for flexible mgmt arch
…………………………………………¨ Use msg information (context) for routing, packet,
…………………………………………¨ Put filters on orchestrations …
…………………………………………¨ 3-4 milliseconds cost … run v2/v1 of forms at same time
………………………………□ Persistence of messages in BTS makes him feel safer (could do in WWF)
……………………§ WWF
………………………………□ Use State Based Workflows for rich workflow metadata
………………………………□ Articulate state transitions
………………………………□ Can pass typed information to workflow from application … create a reference to type of data … not loose binding … would req form library … use reflection via config info … WWF can do that
………………………………□ Host in?
…………………………………………¨ BTS as method call or as an adapter
…………………………………………¨ ASP.NET web service
……………………………………………………◊ Gives scale, cluster, load balanced
……………………………………………………◊ Persistence possible as normal
……………………………………………………◊ Set session timeouts to longest a workflow could run … since you store in the session object
……………………………………………………◊ BAD? … translate ASP.NET session ID to workflow ID … so you need to track / exhibit …
……………………§ Overall Solution
………………………………□ BTS
…………………………………………¨ Schema Validation, Property Extraction (fascade, form mgt)
…………………………………………¨ Central schema validation versus distributed in WWF
………………………………□ Workflow Services — Loader of workflow, specific workflows plugged in here
…………○ 41:00 - Demo
……………………§ In VS
………………………………□ Form Envelope / Container (not in Schema) … used to manage any form
………………………………□ Most important piece of info Form Type
………………………………□ Travel form to WorldCup
………………………………□ Look at XML returned by workflow
…………………………………………¨ Workflow ID key. WWF can take in that ID to trigger workflows
…………………………………………¨ Assembly (dll)
…………………………………………¨ Workflow Name
………………………………□ Look at orchestration for form
…………………………………………¨ Filters that allow Orchestration to pick up
………………………………□ Look at state workflow behind travel form. Based on Superstate. A derived class (to get workflow states to show on form).
………………………………□ Get Workflow Type from instance (get current state, or what are possible states, fantastic seperates workflow) … shows how to load form from reflection (vs hardcoding which wouldn’t allow plug and play). Available from his blog.
………………………………□ BTS - Rules Composer 2006
…………○ 57:20 - Resources
……………………§ Demos/slides: Http://blogs.breezetraining.com.au/mickb
…………○ 58:00 - Q&A
……………………§ K2.net positioning?
………………………………□ They are basing their codebase on WWF. Coding with it. In next release it will be based on WWF.
……………………§ Where Rules?
………………………………□ Simple rules in WWF and let business users have easier path. Not as scalable. BTS rules can scale better. Out of box w/ WWF you can put the rules anywhere. Samples on wwf.net for a central repository.
……………………§ WWF Price?
………………………………□ Free. Toolset. WinFX.
……………………§ Restart and Multi Thread WWF?
………………………………□ Yes. Tons of performance options. Use manual Workflow scheduler. Add to runtime prior to start. Internally in runtime there are queues. Actions get queued there. Then you kick the workflow … clears queue. Then it stops till next ‘run’ trigger.
……………………§ XLS leverage of rules.
………………………………□ Excel can do rules intg. Part of code brings into memory. On xls click evaluate. That comes back and says high/med/low based on rules outcomes.
……………………§ Books?
………………………………□ No. A lot of hype of WWF. A lot of people are saying use WWF for everything. But if they did there are scenarios where its 20,000 lines in WWF but 5 lines in BTS. Next slice of BTS will have WWF designer and WWF Adapter … (around 2007 or 2008?). R2. Performance is a big unknown right now. In beta. Always going through intermediary … pass to via runtime.

June 6, 2006 Posted by bauertim | Uncategorized | , , | No Comments

MSFT: WWF - Primer

Watched this webcast today (still gearing on a specific estimate for a client that heavily involves workflow)

Getting Up To Speed with Windows Workflow Foundation (Level 200)

Interesting point I only watched it because it wanted to watch something while I ran. Turns out that a ton of insights came out of it (seems MSFT is gearing up on this topic as well - getting more robust examples each week).

    1. Visual Designer (can be hosted outside of VS). Bingo. This is what I have been looking for. The ability for end users to not have to go into VS to edit workflows. They showed a sample application that can allow a user to edit specific areas of workflows defined in VS. Take that and add some G&R/FC special sauce and you have something pretty cool (think similar to ECM templates and global regions couples w/ user definable areas on a website - now think process flow). Huzzah!

    2. Sneaky MSFT or shall I say Brillant. It also became evident on what thier angle is on bundling / offering all this power on workflow/rules for free (in effect) to developers. Get the applications hooked on this style of construct and then let the applications dictate when the BizTalk server is needed to support applications that flounder hosting the workflow services on thier own. Brillant.

    3. Free Workflow Monitor. They showed a sample application that allows a workflow manager to (1) select a workflow (2) see the history of threads that have gone through it or active ones and (3) drill into one historical thread and see why it pathed the way it did. Huzzah again. More special sauce and you have a nice workflow manager dashboard + a customer service troubleshooting tool (why did transaction xyz process the way it did).

Man … talk about lucking out. I assume that there will be subsequent webcasts that drill into the examples above (typical MSFT style) but this one is definitely worth watching … for the technical and business sides.

Here are my detail notes:

Quote:
MSDN Webcast: Getting Up To Speed with Windows Workflow Foundation (Level 200)

Pasted from <http://www.microsoft.com/events/webcasts/calendar/MonthView.aspx?audience=Developer>

…………○ 1:00 - Agenda
…………○ 2:00 - What is a Workflow
……………………§ Coordinations of People and Software
……………………§ Like a flowchart (sequential diagram … good for workflows that are know flows simple) or diagram (state machine / diagram … adhoc workflow)
……………………§ Rules Engine. Complex rules to get a credit score, pricing. It is a workflow since the rules are organized in a similar structure.
…………○ 5:00 - Arch
……………………§ Part of WinFX
……………………§ Set of Assemblies
……………………§ Needs to be hosted in another process (exe, iis, SP server, etc)
……………………§ Components
………………………………□ Base Activity Library
………………………………□ Runtime Engine
………………………………□ Runtime Services
………………………………□ Visual Designer (can be hosted outside of VS)
…………○ 9:36 - Activity Arch
……………………§ Fundamental Building Blocks
……………………§ Composite Activities
……………………§ Extendable (especially activities)
………………………………□ Composition (assemble of other activities)
………………………………□ Author new ones
………………………………□ Extend existing ones
………………………………□ Build Activity Libraries for domains (compliance, crm, rosetta, etc)
…………○ 13:30 - Runtime Extensions
……………………§ Persistence Service (allows workflows to sleep - out of mem)
………………………………□ Default is Writing to SQLServer could go to file
………