- Winshuttle Foundation
Workflow System Maintenance
Workflow provides several maintenance mechanisms, including:
- Re-assign workflow processes in bulk (in the event of a staffing change, vacation, or policy change, for example
- Graph and monitor performance so you can evaluate process and workflow participant productivity.
- Back Up and Restore Data for disaster recovery.
If you need to re-assign Workflow processes (in the event of a staffing change, vacation, or policy change, for example), you can re-assign multiple Workflows in bulk.
- Navigate to The Winshuttle CENTRAL Workflow site, sign in as an Administrator and click the Winshuttle Process List header.
- In the Actions menu, select Bulk Reassignment.
- In the Reassign from the user with this user name box, type the domain/username of the person whose assignments you want to reassign.
- In the To the user with this user name box, type the domain/username of the person to whom you want to assign the tasks.
- Click Reassign to open the ShareVis Bulk Reassignment Select and Confirm window.
- Use the checkboxes to set the reassignment rules, and click Confirm Reassignment.
- The selected assignments and processes are now updated with the new user assigned to them.
Workflow Graphs allow you to monitor and evaluate the performance and efficiency of a process, its tasks, and the workflow participants, providing insight into process bottlenecks and user patterns, which can be used to streamline and improve a process.
To create a graph:
- Open the Workflow Central Administrator site.
- Under Reporting, click Charts.
- Enter the URL for the server.
- In the Report Type menu, select the report to generate:
- Site Performance Analysis — includes data for all processes on the site.
- Process Performance Analysis — presents the time (in days) that it takes for a process to complete.
- Task Performance by Process Analysis — presents the time (in days) that it takes for tasks assignments in a process to complete.
- Performers Performance by Process Analysis — presents the time (in days) that it takes a performer to complete their task assignments in a process.
- In the Process menu, select the process you want to analyze.
- In the Report Period menu, select the date range of the chart.
- In the Chart Title box, type a name for the chart.
Note: It is a good idea to use names that contain only alphanumeric characters and underscores. Avoid using spaces and non-alphanumeric characters.
- From the Chart Type menu, select the type of chart you want to create:
- Bar Chart — the criteria in your report will be presented in a bar chart.
- Pie Chart — the criteria in your report will be presented in a pie chart.
Note: The Pie Chart option is only available when running a Process Performance Analysis.
- Click Generate.
Note: Only a person with the Manage Lists permissions may view charts.
Backing Up and Restoring DataBack to top
Regularly backing up your data is a recommended practice.
Backing up data
- Back up the SharePoint content databases on your SQL Server instance.
- Back up the Winshuttle databases on your SQL Server instance.
- Back up the sharevis.config files in all of your Workflow-extended Web root directories.
- Reinstall SharePoint.
- Create the same Web applications as you had on the old system.
- Install Workflow.
- Configure all Web applications with Workflow as you had on the old system.
- Detach and delete all SharePoint content databases from the SharePoint Central Administration and then in SQL Server.
- Delete all Workflow databases in SQL Server.
- Restore all SharePoint content databases from your backup.
- Attach the SharePoint content databases from the SharePoint Central Administration.
- Restore all Workflow databases.
- Restore all backed up sharevis.config files.
Should any authentication parameters need to be changed, they all reside in the sharevis.config files in your Web root directories.