K2 Smartobjects - Fundamentals

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K2 Smartobjects - Fundamentals 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 Contents Module Overview .................................................................................................................................. 4 SmartObjects in the K2 platform ........................................................................................................... 6 How SmartObjects work ....................................................................................................................... 7 Common uses for SmartObjects ........................................................................................................... 9 When NOT to use SmartObjects ........................................................................................................ 12 Standard SmartObject Service Brokers .............................................................................................. 14 SmartObject Abstraction: Data Types ................................................................................................ 17 SmartObject Abstraction: Method Types ............................................................................................ 19 SmartObject Property and Method Mapping ...................................................................................... 20 Creating SmartObjects........................................................................................................................ 22 Exposing SharePoint Lists and Libraries as SmartObjects ................................................................ 29 LAB 1: Using K2 Site Settings to create SmartObjects for SharePoint lists ....................................... 30 Exposing other systems as SmartObjects .......................................................................................... 32 LAB 2: Create SQL-based SmartObjects using K2 in SharePoint Central Administration ................. 33 Using SmartObjects in Workflows ...................................................................................................... 36 LAB 3: Using SmartObjects in workflow ............................................................................................. 41 Using SmartObjects in Forms and Reports ........................................................................................ 43 LAB 4: Using SmartObjects in an InfoPath Form ............................................................................... 45 REVIEW .............................................................................................................................................. 47 Additional Resources .......................................................................................................................... 48 100.SYD Version: 2 Revision: 1 © SourceCode Technology Holdings, Inc. All Rights Reserved. 100.SYD - K2 SmartObjects - Fundamentals The information contained in this document and its associated resources, including uniform resource locators and identifiers, is subject to change without notice. Unless explicitly stated otherwise, the people, organizations, companies, places, domain names, e-mail addresses, products, logos, and events depicted are fictitious and no association with any actual people, organizations, companies, places, domain names, e-mail addresses, products, logos, and events is intended, or should be inferred under any circumstance. SourceCode may have patents, patent applications, trademarks, copyrights, and/or other intellectual property rights covering all or part of the subject matter in this document and its associated resources. Except as expressly permitted by license agreement with SourceCode Technology Holdings, Inc. the furnishing of this document and associated resources, does not grant any license whatsoever to these patents, trademarks, copyrights, and/or other intellectual property. This document and its associated resources are the sole property of SourceCode Technology Holdings, Inc. and SourceCode reserves all rights related to the information contained herein. Without limiting rights under copyright, no part of this document or its associated resources, may be reproduced, stored or introduced into a retrieval system, or transmitted in any form or by any means, without the prior written consent of SourceCode Technology Holdings, Inc. Copyright © 2011. SourceCode Technology Holdings, Inc. All rights reserved. SourceCode software products are protected by one or more U.S. Patents. Other patents pending. SourceCode, K2, K2 blackpearl, K2 blackpoint, K2 connect, the four squares logo and K2 logotype are registered trademarks or trademarks of SourceCode Technology Holdings, Inc. in the United States and/or other countries The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Questions, Comments or Feedback about this training module? Please E-mail [email protected] with your comments or feedback. We appreciate any feedback that helps us to improve the quality of our learning material. © SourceCode Technology Holdings, Inc. All Rights Reserved Page 2 100.SYD - K2 SmartObjects - Fundamentals Conventions The following table documents the conventions used throughout this module: Convention Description Bold Text With Border Represents commands, controls, items, menus, options, parameters, and file and folder paths. For example, in an instruction to click on the OK button; look for a control on the page with OK as its name. When you see text represented like this, you should see a control, window or field on the user interface with the same name. Fixed-pitch font Represents text (or code) that must be entered exactly as shown. When you see text represented in this style, you should be typing this text into a textbox, control, code window or other UI component. [Italic text in Square Represents variables or values to be selected from the K2 Context browser Brackets] Fixed-pitch italic Represents additional instructions, explanations or a description of expected font behavior in Demonstrations and Lab Exercises <ALL CAPITALS> Represents a key to be pressed on the keyboard. For example, <CTRL> represents the Control key on the keyboard. Represents a best practice. Best practices are the recommended approach or guidance for specific scenarios. When you see the Best Practice icon, consider how this practice impacts your requirements or how you can implement this practice in your environment. Represents important information. Important information is highlighted in order to draw attention to a key piece of information, and typically serves as a warning or point you should bear in mind when using the K2 platform in your K2 solutions. Represents a note. Notes explain a topic or provide additional information, and can provide a summary or explanatory point about a topic. Explains a concept, or a provides an explanation for a step in an exercise Represents a hint, tip or available tools and resources that can help you during the design and development cycles of a K2 solution. Denotes technical information. This information is not vital in terms of meeting the goals of the learning module, but may be of interest to technical users. Represents trivia. The text included next to this icon is for interest only – think of it as a quick break from learning about K2. © SourceCode Technology Holdings, Inc. All Rights Reserved Page 3 100.SYD - K2 SmartObjects - Fundamentals Module Overview Module Overview This learning module introduces K2 SmartObjects, describes how K2 SmartObjects can be used and explains how to create and use K2 SmartObjects. This introductory module will cover the most common and fundamental use cases for SmartObjects. (Other K2 Learning modules will extend on the basic knowledge gained in this learning module.) Target Audience This module is intended for business analysts, SharePoint power users and site administrators, developers and solution architects. Outcomes At the end of this module, participants will have a good fundamental understanding of K2 SmartObjects and how these are created and used in real-world scenarios. Complexity This Module Level Definition 100 Introduction to the topic or overview and assumes little or no expertise with the topic being covered. Typically level 100 modules cover concepts, functions, features and benefits. 200 Covers intermediate learning materials and assumes 100-level knowledge and provides specific details about the topic and a fairly complete understanding of the features. 200-level training may discuss case studies that cover a breadth of common scenarios or explain how to use more advanced features. 300 Covers advanced learning materials and assumes 200-level knowledge, and an in-depth understanding of product features in a real-world environment. 300-level training provides a detailed technical subset of product technologies that illustrate specific aspects of the product that are key to improving performance or interoperability and include architecture, performance, migration, development and deployment. 400 Expert learning materials and assumes a deep level of technical knowledge and experience, as well as a detailed, thorough understanding of the topic. 400-level courses are essentially expert-to-expert sessions and the 400-level training content provides the means for customers to push products to maximum performance, achieve the broadest possible interoperability
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