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Configure SAP Workflows (Duet Enterprise)

Published: December 16, 2010

This article describes how to configure the workflow solution that is provided with Duet Enterprise. You must complete the following procedures in the order listed to configure the workflow solution:

The Starter Services solution provides a workflow site as part of the Duet Enterprise sites site collection that requires you to complete the preceding procedures before you deploy Starter Services.

If you do not plan to configure Starter Services, you must also complete the Prepare a workflow site procedure to create a separate workflow site.

Specify the service account for workflow

Use this procedure to specify the user account (service account) that will be used for all workflow transactions between SharePoint Server 2010 and the SAP system. The SAP system uses this account to send workflow tasks to the computer running SharePoint Server 2010.

note Note:

You must be a member of the Windows Administrators group to complete this procedure.

To specify the service account for workflow

  1. Open a Command Prompt window and open <systemdrive>:\program files\Duet Enterprise\1.0.

  2. At the prompt, type notepad DuetConfig.exe.config and then press Enter.

    The following example is an excerpt of the workflow node in the DuetConfig.config file.

    <Workflow>
       <add key=”ServiceAccount” value=”domain\useraccount” />
    </Workflow>
    
  3. In the DuetConfig.config file, change the value of the Service Account key in the workflow node to the user account, in the format domain\user_name, that will be used to accept and send workflow protocols.

    BatonHandoffIcon

    If you are using the Deployment worksheet (http://go.microsoft.com/fwlink/p/?LinkId=205392), this name is listed in the “Workflow publisher account” row of Table 3 of the worksheet.

    note Note:

    This user account will also be added as a member of the Site Owners group on the workflow site. SharePoint Server only accepts requests from a user account that is a member of the Owners group on the workflow site. This is also the only account that can send protocols to the SAP system.

  4. Save the DuetConfig.config file and close it.

Configure the workflow solution

note Note:

To complete this procedure, you must be a member of the Farm Administrators group.

To configure the workflow solution

  1. Open a Command Prompt window and open<systemdrive>:\program files\Duet Enterprise\1.0.

  2. At the prompt, type DuetConfig /configuresolution ”Workflow” /webappurl “http://WebAppName:Port"

    where WebAppName is the name of the Web application in which you will create a workflow site. If a host name was assigned to the Web application and mapped in AD DS, use the host name. Otherwise, for a single server deployment on which a host name has not been assigned to the Web application, use the NetBIOS name of the computer running SharePoint Server 2010. Port is the port number of the customer-facing zone of that Web application.

    Tip Tip:

    You must use the Web application URL that corresponds to the zone that end-users will use to access the workflow site. Using the URL of a different zone on the same Web application can cause end users to receive email messages with invalid URLs to workflow action items.

    security Security Note:

    The Web application that you specify must be configured to use Basic authentication. For more information, see the "Prepare the Web application" section of Configure secure communications for a new Web application (Duet Enterprise) (http://go.microsoft.com/fwlink/p/?LinkID=205515).

  3. Press Enter.

    When the workflow is successfully configured, the Command Prompt window displays the following: “Solution successfully configured.”

Restart IIS

note Note:

You must be a member of the Windows Administrators group on the front-end Web server to complete this procedure.

To restart IIS

  1. Open a Command Prompt window.

  2. Type iisreset /restart and then press ENTER.

Prepare a workflow site

The Duet Enterprise sites site collection that is provided with Starter Services includes a workflow site. If you do not intend to deploy Starter Services, as described in Configure Starter Services (http://go.microsoft.com/fwlink/p/?LinkID=205817), you must perform the procedures in this section to create a workflow site. Otherwise, proceed to Configure Starter Services (http://go.microsoft.com/fwlink/p/?LinkID=205817).

Ensure that a site collection exists

Before you can create a workflow site, a site collection must already exist on which you want to create the workflow site. This site collection must also be in the Web application on which you have configured the workflow solution. If the site collection does not already exist, create it before you proceed. Note that you can create a site collection by using any site collection template that you want. For information about how to create a site collection, see Create a site collection (SharePoint Server 2010) (http://go.microsoft.com/fwlink/?LinkId=205659).

Create a workflow site

Use this procedure to create a workflow site and specify the workflow task type that site will use.

Important Important:

Before you create a workflow site and specify the task type for the site, the SAP administrator must give the correct workflow names and keys to the SharePoint administrator.

note Note:

To create a workflow site, you must be a site owner of the top-level site of the site collection where your workflow site will be created.

To create a workflow site with task types

  1. Open the top-level site of the site collection in which you want to create a workflow site.

  2. On the Site Actions menu, click Site Settings.

  3. In the Duet Enterprise Workflow Actions section, click Create new Duet Enterprise Workflow site.

    This registers a new site to display related tasks, reports, and data.

  4. On the Duet Enterprise Workflow Site page, type a description in the Site Description box.

  5. In the Template Selection box, on the Duet Enterprise tab, select the SAP Workflow Site template.

  6. In the Business Context section, in the Task Name box, type the name of the task type as it appears in the SAP environment. In the Task display name box, type the task type name that you want to see displayed in SharePoint Server.

  7. In the Task Outcomes section, type the options for the outcomes that you want.

    For example type Approve in the Text box and type 001 as the key to use in the Key box.

  8. Click Add Outcome.

    The option together with its key is displayed.

  9. Repeat steps 7 and 8 for each outcome that you want to define.

    For example, in the Task Outcomes you can type Reject in the Text box and type 002 in the Key box. After you have defined all the task outcomes, go to step 10.

  10. In the External Content Type box, click the External Content Type Picker icon, select WorkflowWebService, and then click OK.

    The Duet Enterprise Workflow Task (WorkflowWebService) appears in the External Content Type box.

  11. Click Create.

  12. Click OK to close the Site Created Successfully dialog box.

    The new Duet Enterprise Workflow site appears. Note the URL of the site. You will need it for the next procedure.

Grant users access to workflow tasks

After you create an SAP workflow task type and its site, you are ready to add the users who will receive the workflow tasks to the site and grant them permissions to the workflow tasks that you want to enable them to receive. You can add users individually, or add a group of users by adding an appropriate SAP role.

When you grant users access to the workflow by using the following procedure, Duet Enterprise confirms authorization for the requested user to access the SAP workflow elements.

To grant users access to the SAP workflow site for the new task type

  1. Navigate to the workflow site.

  2. On the Site Actions menu, click Site Settings.

  3. On the Site Settings page, locate the Duet Enterprise Workflow Actions group, and then select Grant user access to SAP workflow tasks to open the user access list.

  4. On the User Access List page, click the Items tab in the List Tools group of the Ribbon.

  5. On the Ribbon, click the down arrow next to New Item, and then click New Item to open the property page for the user access list.

  6. On the User Access List property page, do the following:

    1. Select the name of the task that you want to grant access to from the drop-down list.

    2. In the Select Users box, type the name of the user for whom you want to grant access.

      If you want to grant access to all users who have a certain SAP role, type the name of the role. You can verify the entry that you made by clicking Check Names. To browse for a name or role, click Browse.

      note Note:

      Active Directory Domain Services (AD DS) groups and SharePoint groups are not supported.

    3. In the Effective Date box, enter the date when you want the user access to begin.

      To select a date from a calendar, click the calendar icon.

    4. When you are finished, click OK to return to the User Access List.

Republish a workflow

Complete this procedure to republish the workflow instance of the site that you created in an earlier procedure. Note that you must republish each workflow that you use. You will need Microsoft SharePoint Designer 2010 to republish the workflows. For information about obtaining Microsoft SharePoint Designer 2010, see Hardware and software requirements (http://go.microsoft.com/fwlink/p/?LinkID=205818).

note Note:

You must be a site owner on the workflow site to complete this procedure.

To republish workflows in the workflow site

  1. In SharePoint Designer 2010, on the Quick Launch, click Sites.

  2. In the Open SharePoint Site section, click Open Site.

  3. In the Open Site dialog box, in the Site name box, type the full URL for the new workflow site that you created.

    For example, http://contoso /sites/WorkflowSiteName, and then click Open.

  4. When the Workflow site opens, in the Site Objects pane, click Workflows.

  5. On the Workflows tab, select the workflow that you created when you created the workflow site in the previous procedure.

  6. On the Ribbon, click Publish.

Grant SAP administrator access to the OBAWorkflowService WSDL

Before the workflow site is fully functional, the SAP administrator must create a logical port on the computer running SAP NetWeaver that is providing the Web service for the workflow site. To facilitate this, you must grant the SAP administrator a minimum of the Read permission level to the workflow site.

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If you are using the Deployment worksheet (http://go.microsoft.com/fwlink/p/?LinkId=205392), this account name is listed in the “Workflow publisher account” row of Table 2 of the worksheet.

For information about how to grant users permissions to a SharePoint site, see Roadmap: Grant permissions for a site (http://go.microsoft.com/fwlink/p/?LinkID=204629).

Provide URL to the OBAWorkflowService WSDL to the SAP administrator

The SAP administrator will need to know the URL to the OBAWorkflowService Web Service Description Language (WSDL) file for the workflow site that you created. Complete this procedure to provide this URL to the SAP administrator.

To provide OBAWorkflow Service WSDL

  1. In a browser, open the workflow site that you created.

  2. In the address box of a browser, change the last part of the URL (default.aspx) to _vti_bin/obaworkflowservice.asmx?WSDL.

    For example, if the URL of your workflow site is http://contoso/sites/Workflow/default.aspx, then the URL to the WSDL page would be http://contoso/sites/Workflow/_vti_bin/obaworkflowservice.asmx?WSDL.

  3. In the address box of your browser, change http to https.

    For example, https://contoso/sites/Workflow/_vti_bin/obaworkflowservice.asmx?WSDL

  4. Give the URL to the SAP administrator.

    BatonHandoffIcon

    If you are using the Deployment worksheet (http://go.microsoft.com/fwlink/p/?LinkId=205392), add this URL to the “URL to OBAWorkflowService for Workflow” row of Table 1 of the worksheet.

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