Course Overview

Estimated Duration: 12 to 14 hours

Version: 2.1

Publish Date: October 2016

Based on product version: 4.7 (Later versions of K2 may have additional features or functionality not covered in this learning module)

Course Description

In the K2 for SharePoint: Application Builder training course, participants will learn how use the K2 for SharePoint App to build SharePoint Workflow Applications and Business Applications in SharePoint, using K2's web-based design tools.

Intended Audience

The K2 for SharePoint: Application Builder training course is intended for roles who will use the K2 web-based design tools to build SharePoint Workflow Applications and Business Applications with Data, Forms, Workflows and Reports. Typical roles that would benefit from this course include:

• SharePoint Site Owners and Administrators
• Citizen Developers and SharePoint Developers

This course is a 100-level course and participants do not require any K2 knowledge or experience prior to starting this course. See additional requirements in the Course Prerequisites section.

Outcomes

After completing this course, participants should know how to use the K2 for SharePoint App and K2 web-based design tools to build SharePoint Workflow applications as well as Business Applications that combine Data, Forms, Workflows and Reports. Participants will understand the life cycle of K2 applications in SharePoint, how to deploy applications between environments, how to integrate with external systems, how to build customized user interfaces and reports using K2 SmartForms, how to build more advanced workflows and how to integrate with external systems using K2 SmartObjects.

Course Prerequisites

To get most out of this training course, it is highly recommended that the participants have the following skills and proficiency levels.

Technology/Skill	Proficiency	Notes and examples	Links
Microsoft SharePoint 2013 Site Administration	Intermediate	Participants should be able to perform at least the following functions in SharePoint 2013: Create SharePoint Sites, Lists and Libraries Add and configure Apps and App Parts	Overview of sites and site collections in SharePoint 2013 Install and manage apps for SharePoint 2013 Add apps for SharePoint to a SharePoint 2013 site

Course Learning Materials

This online site contains the course materials for this training course.

If required, the course materials are also available as downloadable files.

Item	Format	Notes
Course Handbook	PDF	Contains the content of this training guide, excluding the step-by-step exercises
Exercise Guide	PDF	Contains the step-by-step instructions to complete the hands-on exercises in this course

Environment for practical exercises

The course includes several exercises where participants will build a K2 application in a SharePoint environment. For training events led by a K2 instructor or purchased with K2 credits, a K2 Virtual Machine will be provided in either local (virtual machine) or hosted (cloud) modes. Depending on the course logistics and delivery mechanism, K2 may provision the hosted environments ahead of time or participants will use on-demand provisioning to set up their virtual environments. Please refer to the K2 Knowledge Base article KB001397 for more information about the different Virtual Machine options and the prerequisites for each approach.

For hosted (cloud) virtual machines, participants should verify that they are able to access the virtual machine as described in the Knowledge Base article KB001279 prior to the training event starting, to allow sufficient time to troubleshoot connectivity issues.

For self-directed training where K2 does not provide a cloud-hosted virtual machine, participants may download a Virtual Machine image and use virtualization software to run the machine. This procedure is described further in the Knowledge Base article KB001613. Alternatively, the hands-on exercises in this training course can be repeated in any environment with K2 and SharePoint 2013 installed, provided that the participant has sufficient rights to deploy K2 applications to their K2 environment. When using your own environment to complete the exercises, some screenshots may be different (for example when searching for users or environment-specific settings shown in screenshots), but fundamentally the exercises can be rebuilt in any K2 for SharePoint environment.

Course Content

This course will take approximately 12 to 14 hours to complete (excluding breaks and depending on the additional exercises selected). The course is divided into two modules:

100.SBA - Using K2 for SharePoint to build SharePoint Workflow Applications

This module covers building SharePoint workflow applications in SharePoint, using the available web-based K2 design tools, especially the workflow designer. Typical examples of these workflow applications include Document Review and Approval, Policy Management and List-Item based processes like Announcement approvals.

Part 1: K2 for SharePoint Basics

Part 1 introduces K2 for SharePoint and covers the basics of using the K2 for SharePoint App.

• How and why the K2 for SharePoint App is used
• K2 Application Elements
• Data, Forms, Workflows, Reports
• Working with K2 for SharePoint
• Build, Deploy, Run, Report, Manage
• Installing and configuring the K2 for SharePoint App
• Exercise 1: Add the K2 App to a SharePoint Site

Part 2: Building SharePoint Workflow Applications with K2

In Part 2 we will look at how you use the K2 for SharePoint App to build simple SharePoint Workflow Applications.

• High-level tasks and steps to create a SharePoint Workflow Application
• Exercise 2: Build a simple “Hello, World” application
• Updating existing Applications

Part 3: Diving Deeper into SharePoint Workflow Applications

In Part 3 we will explore the K2 design tools in a little more detail, and you will learn more about some of the workflow features available in K2.

• Understanding Item References and the Workflow Context Browser
• Working with SharePoint artifacts
• List Items, Documents, Sites, Lists, Libraries, Groups, Users
• Workflow concepts
• Start Options, Task Assignments, Actions, Outcomes and Escalations
• Form concepts
• Forms, Views, Controls, Rules
• Exercise 3: Modify and extend the “Hello, World” application

Part 4: Build your own SharePoint Workflow Application (Optional)

Part 4 is optional, and it consists of a number of hands-on tutorials which you can build on your own.

• Exercise 4: Choose one or more of the sample Applications and Build It Yourself

200.SJC - Using K2 for SharePoint to Build Applications with Data, Forms, Workflows and Reports

This module covers building business Applications in SharePoint, using the available web-based K2 design tools. This includes the ability to build Data (SmartObjects) that integrate with both SharePoint and other systems, Forms (K2 smartforms) that allow you to build customizable and rich user interfaces, Workflows and Reports (including custom Reports). Typical examples of these business applications include back-office applications like Expense Claim approval, CAPEX requests, Leave Requests and larger solutions like Customer or Employee Onboarding.

The 200.SJC module consists of six parts:

Part 1: Applications with Data, Forms, Workflows and Reports

Part 1 is an overview of K2 Applications that combine Data, Forms, Workflows and Reports.

• Overview and concepts
• High-level architecture of K2 for SharePoint and how K2 integrates with SharePoint and other systems
• The Expense Claim application we will build in this module
• Exercise 1: Set up SharePoint

Part 2: Data (SmartObjects)

In Part 2 we will look at the Data components of K2 Applications and specifically K2 SmartObjects.

• Understanding K2 SmartObjects
• Using SmartObjects to integrate with other systems
• Using K2 SmartBox
• Advanced SmartObjects and SmartObject associations
• Exercise 2: Build SmartObjects to integrate with other systems (K2 SmartBox, Web Service and SQL database)

Part 3: Forms (SmartForms)

In Part 3 we will look at the Forms component of K2 Applications and specifically K2 smartforms.

• Introduction to SmartForms
• SmartForms concepts and components
  • Forms and Views
  • Controls
  • Rules
  • Expressions
  • Validations
• More advanced SmartForms concepts like Master-Detail Forms
• Exercise 3: Build complex Forms (Master-detail Forms, data integration, complex rules and validation)

Part 4: Workflows

Part 4 describes some more advanced things you can do with K2 Workflows when using the web-based K2 workflow design tool.

• Building more advanced Workflows
• Manually integrating Workflows and SmartForms
• Advanced destination Rules and Outcomes
• Exercise 4: Build a workflow and manually integrate Forms with workflows

Part 5: Reports

Part 5 covers the Reports component of K2 Applications, and includes some information on creating custom Reports.

• Creating custom reports with reporting controls
• Exercise 5: Build custom reports with SmartForms

Part 6: Package and Deployment

Part 6 explains how to use K2 tools to Package and Deploy K2 Applications.

• Using the Package and Deployment tools to deploy applications between environments
• Exercise 6: Test the Expense Claim Application

Additional content and resources

Beyond this course, the following resources and content are also available to users of K2 for SharePoint.

Content/Resource	Overview and notes
K2 for SharePoint Product Documentation	The official product documentation for K2 for SharePoint
K2 Community Site	A community of K2 professionals featuring forums, blogs, samples and other resources
K2 Knowledge Center	K2’s Knowledge Base
K2 Product Support	The K2 portal where you may log product support requests

Questions, Comments or Feedback about this training course?

Please E-mail learning@k2.com with your comments or feedback. We appreciate any feedback that helps us to improve the quality of our learning material.