Course Roadmap

K2 BLACKPEARL 101
K2 BLACKPEARL 101
COURSE ROADMAP

CONTENTS

INTRODUCTION ................................................................................................................................................. 3

THE K2 BLACKPEARL 101 ROADMAP............................................................................................................... 3

COURSE OUTLINE ............................................................................................................................................. 6

CORPORATE HEADQUARTERS EMEA HEADQUARTERS APAC HEADQUARTERS [WWW.K2.COM]

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This information is provided for informational purposes only, and SourceCode Technology Holdings, Inc. makes no warranties, expressed or
implied, with respect to this training course or the information contained within it.

Copyright © 2008. SourceCode Technology Holdings Inc. All rights reserved. Patents pending. SourceCode, K2, blackpearl, K2 blackpearl,
and Denallix 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.

Copyright © 2008. Microsoft Corporation. All right reserved.

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INTRODUCTION
K2™ provides the platform for a new generation of users to collaboratively assemble dynamic business
applications from reusable items.

Within this statement lies one of the broader intents of the K2 blackpearl product, namely to enable people
knowledgeable about the business process to work together with the people knowledgeable about the technology
and the development of business applications in creating solutions that are dynamic and less dependent upon
deep technical expertise. Some of the features and tools are more aligned to the business person and others to
the developer and it is the combination that makes the K2 product particularly powerful. The following knowledge
is essential to comprehend the full power of K2 blackpearl:

1. What Business Process Management is and why collaboration or dynamic

business applications are important.

2. How the product works and how it can be used to meet business needs.

3. How to take full advantage of the development tools.

4. How to take advantage of the collaborative approach and reusability

capabilities in organizations.

This K2 blackpearl 101 program is focused on the second knowledge area with a bit of the first sprinkled in. It is
intended to give both kinds of “users” exposure to and practice with the basic features and functions of the
software. There will be other learning opportunities addressing the other areas.

THE K2 BLACKPEARL 101 ROADMAP

The K2 blackpearl 101 course consists of 26 modules. In each module, you will learn about a new feature of K2
blackpearl. Where appropriate, lab exercises will accompany the module so you can use what you have learned
in building a process.

In these labs, you will participate in a scenario. You will build common business processes for a fictitious
company, Denallix. You will play one of three roles:

 Mike – the IT Pro

 Codi – the Business End User
 Anthony – the Business Manager

The following diagrams show the module flow and describe the scenarios that you will use to create applications
demonstrating K2 blackpearl features and functionality.

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[FIGURE 1: MODULES 1-13 OF THE K2 BLACKPEARL 101 COURSE]

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[FIGURE 2: MODULES 14-26 OF THE K2 BLACKPEARL 101 COURSE]

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COURSE OUTLINE
The following outlines what will be covered in each module:

 Module 1: K2 Fundamentals
 Overview of K2 Platform
 Introduction to common terminology
 Module 2: K2 Building Blocks
 Introduction to application building blocks, such as SmartObjects
 Introduction to process building blocks, such as activities, events, lines and rules
 Overview of the K2 designers, the K2 Workspace, reports, notifications and users and roles
 Module 3: SmartObjects
 Create SmartObjects in K2 Designer for Visual Studio
 Create associations between multiple SmartObjects
 Populate SmartObjects via an ASP.NET page or InfoPath form
 Module 4: About the K2 Designer for Visual Studio
 Overview of the K2 Designer for Visual Studio and Visual Studio 2005 features
 Introduction to Hot Keys, Mouse Gestures, Toolbox Items, the K2 Object Browser, and commonly used
windows
 Module 5: Using the K2 Designer for Visual Studio
 Work with the K2 Designer for Visual Studio to become familiar with the various pieces of a process
 Become familiar with activities and events to build a workflow project
 Understand how to work with hot keys and mouse gestures
 Understand how to include SmartObject data in the Forms Generation Client Event
 Understand how to build and deploy K2 processes
 Learn about the document view canvas
 Module 6: K2 Workspace
 Become familiar with the K2 Workspace, including Worklist items, Reports, Management Console,
Notification and Custom events
 Module 7: K2 Workspace Management Console
 Set security on a process to allow a user to start a process
 Define a role and add a role item
 Modify a process to use a role instead of a user
 Module 8: K2 Worklist
 Add the K2 Worklist Web Part to a page in SharePoint
 Use the workspace to manage worklist items
 Action items from the worklist
 Batch action items from the worklist
 Module 9: K2 Workspace Reporting
 Understand how to access the built in reports, including View Flow
 Create a report
 Use filtering and grouping in reports
 Import a SQL Reporting Services reports and view in the K2 Workspace
 Module 10: K2 Workspace Notifications
 Understand how to configure event notifications
 Take advantage of Process Fields when building event notifications

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 Module 11: K2 Web Designer

 Understand how to use Process Templates in the K2 Web Designer
 Learn how to work with Users and Groups in the K2 Web Designer
 Learn how to create Actions and Outcomes in the K2 Web Designer
 Use the Wizards in the K2 Web Designer to build a process
 Learn how to build and deploy processes via the K2 Web Designer
 Module 12: K2 Designer for Visio
 Enable K2 Integration in Microsoft Office Visio 2007
 Open a diagram and bind shapes to workflow activities
 Learn how to use Line Rules in Visio
 Deploy a process from Visio
 Module 13: Collaborative Application Design
 Export a process using the K2 Designer for Visio
 Enhance the process using the K2 Designer for Visual Studio
 Learn how to modify code in the K2 Designer for Visual Studio
 Demonstrate the complete lifecycle of process development
 Module 14: InfoPath
 Learn how to use the InfoPath Integration Process Wizard
 Learn how to configure the InfoPath Client Event Wizard
 Module 15: SharePoint Administration
 Learn about the SharePoint Sites and Workspaces, Lists and Libraries, and User Management Wizards
 Module 16: SharePoint Administration – Sites and Workspaces
 Understand how to use the SharePoint Sites and Workspaces event
 Leverage an existing InfoPath form library and InfoPath form to initiate the site creation request
 Module 17: SharePoint Administration – Lists and Libraries
 Learn to use the SharePoint Lists and Libraries process event to create, update and delete document
libraries and lists
 Module 18: SharePoint Administration – User Management
 Learn how to apply User and Group permissions for SharePoint Sites
 Learn how to manage site permissions
 Module 19: SharePoint Content Management
 Learn about the SharePoint Content Management wizards, including Workflow Integration, Event
Integration, Documents, List Items, Search Results, Records Management, and Publishing
 Module 20: SharePoint Content Management – Workflow Integration
 Understand and use the K2 SharePoint Workflow Integration Process Wizard
 Understand and use the SharePoint Workflow Integration Client Events Wizard
 Use the basic ASP.NET form for completing tasks in a SharePoint workflow process
 Use SharePoint process data in a SharePoint Workflow process
 Module 21: SharePoint Content Management – Documents and List Items
 Update document metadata in a process using the SharePoint Documents event wizard
 Insert a new list item in the Links list with a link to the updated document
 Module 22: SharePoint Content Management – Search Results
 Learn how to search for Documents in a SharePoint Document Library
 Module 23: SharePoint Content Management – Records Management
 Create a process that takes search results and archives the documents
 Place a hold on the newly archived documents in the Records Center

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 Module 24: SharePoint Content Management – Event Integration

 Create a process that is started by an event triggered from a SharePoint List and Library
 Understand the basic steps needed to integrate with SharePoint technologies
 Module 25: SharePoint Content Management – Publishing
 Build upon the basic steps needed to integrate with SharePoint technologies
 Publish a new SharePoint Publishing page based upon content within a document
 Module 26: Delivering K2 Information in SharePoint (BDC)
 Expose SmartObject data via the BDC
 Understand how to create and manage K2 Applications in the BDC

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