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Create a Workflow site (Duet Enterprise)

Duet 1.0
 

Applies to: Duet Enterprise for Microsoft SharePoint and SAP

Topic Last Modified: 2011-08-05

This article describes how to create a workflow site and then how to specify the workflow task type for your workflow site to use.

Follow these steps to create the workflow site and then specify the workflow task type that site will use.

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 within 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 using any site collection template that you want. For information about creating a site collection, see Create a site collection (SharePoint Server 2010) (http://go.microsoft.com/fwlink/p/?LinkID=205659).

noteNote
To create the workflow site, you must be a site owner on the top-level site of the site collection where your workflow site will be created.
importantImportant
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.
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 to grant users access to the new workflow site.

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 to 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. Click Site Actions, and then 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 text box, type the name of the user to 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.

      noteNote
      Active Directory Domain Services (AD DS) groups and SharePoint groups are not supported.
    3. In the Effective Date box, enter the date that 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.

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