K2 Insiders Conference

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K2 Insiders Conference 2009

Not wanting to spoil any K2 announcements and presentations at the Microsoft SharePoint in Las Vegas, I decided to wait until now to start posting on some of the events and information at the K2 Insider Conference held last week.

Keynote Presentation

The conference started of with the Keynote Presentation by SourceCode CEO, Adriaan Van Wyk. Adriaan spoke about SourceCode’s need to ensure that software quality and performance were the number one priority for the K2 line of products. He went into the roadmap going forward and mentioned that even in the current economic climate SourceCode was performing well - profitable and cash flow positive.

He reiterated that K2 blackpearl was all about solving business problems, and was it was the natural progression from K2.net 2003  solving some of the latter’s challenges, a lack of proper event monitoring, policies and reporting functionality. In addition, it added the SmartObjects layer which provides a  single source of data for workflows.

Going forward, the next major release for K2 blackpearl is currently called 090x. It includes some new features and enhancements to the current version, including:

  1. K2 blackpearl and K2 blackpoint will originate from the same code base. As a result K2 blackpearl will include all of the features that currently exist in the K2 blackpoint. K2 blackpoint will be a true subset of K2 blackpearl.
  2. K2 connect will be updated for 90x compatibility (clustering made easier).
  3. Enhanced installer platform allowing for:
    • Simple / full installation.
    • Custom installation.
    • A configuration manager and health checking feature to make for a simple installation process.
  4. Platform enhancements including:
    • Workflow Server enhancements to improve scalability and resource management.
    • Smart Objects enhancements to improve performance and scalability.
    • New APIs and enhancements to existing ones.
  5. An improved browser experience, including the following new features:
    • A new K2 Designer for Microsoft SharePoint.
    • Inline Functions, the ability to include more functions in workflows without needing to resort to code.
    • Process portals for Microsoft SharePoint.
    • Enhanced reporting.
  6. An improved development experience including:
    • K2 Studio for K2 blackpearl development. The K2 Studio is an Office-like development tool geared at power-users.
    • Visual Studio 2008 and Visual Studio 2005 support.
    • Inline Functions.
    • SmartObject Filters.

While no official release date for the 090x version was announced, it can be assured that it will be after a stringent QA cycle has been completed, ensuring the highest quality with a much user experience being the top priority.

K2 Release Management

This provided a nice segue into the Release Management presentation by Olaf Wagner, Senior VP for Product Management. Olaf spoke about the four main areas of SourceCode’s release management cycle:

  1. K2 Release Strategy:
    • Major releases every 3/4 years. The version being slated for 2011.
    • Minor releases twice per year. The next release being 090x. Minor releases will Includes new features.
    • Updates (hotfixes) to be released every 2nd Tuesday. They are cumulative but customers can access older updates.
  2. Support strategy:
    • Major release support – includes the current and previous version (e.g. K2.net 2003)
    • Minor release support - includes the current and previous minor version of current major version, i.e. currently K2 blackpearl.
    • Updates release support - current updates are supported
  3. Coexistence:
    • It is possible to export from older client to an updated server unless specifically stated in release notes.
  4. Product Shipping Vehicle:
    • It will be simpler with the single codebase after the release of 090x.
    • K2 blackpoint will be a true subset of K2 blackpearl.
    • All products will ship on the same day, which means that new features will not ship in one product ahead of another.
    • The above mentioned point will allow for enhanced quality assurance from SourceCode for the entire product line.

What’s new in K2 blackpearl 090x

The next presentation by Holly Anderson and Renier Britz from SourceCode delved into the new features and enhancements around the upcoming 090x release. These include so many new features and enhancements, I’ve decided to list them in point form:

  1. Installation
    • The Installation and Configuration wizard are merged into a single wizard for a simpler installation process.
    • New install options allowing for simple or custom installation.
    • A new Configuration Analysis Tool to check the K2 environment for potential issues.
    • The ability to install to a non-Active Directory environment. It must be noted that there is no support Forms based authentication in SharePoint at this time.
    • The ability to perform unattended installs.
    • The option to activate K2 features on default SharePoint site collections.
    • Auto-chaining with the latest K2 update.
  2. Administration
    • K2 has been updated for SharePoint administration tools.
    • All K2 features are deployed as solutions to the SharePoint environment.
    • The ability to manage the K2 server from SharePoint.
    • Enhanced SharePoint SmartObject administration.
    • The Process Portal site will be available on any SharePoint site.
  3. Infrastructure
    • Scalability enhancements.
    • SmartObject performance enhancements.
    • New Dynamic SQL ServiceObject supporting stored procedures (with Out parameter), views and tables.
    • Windows 2008 R2 and SQL Server 2008 support.
    • SSL support for SharePoint.
    • Internationalization support.
  4. End User Experience
    • Process Portals with process and user reports.
    • Silverlight based View Flow.
  5. Design and Development Experience
    • K2 Designer for Visual Studio
      • Visual Studio 2008 support
      • Enhancements to ADO.Net data provider including: Paging, ANSI SQL Support and Query performance enhancements.
      • ServiceObject APIs.
      • Instance Management APIs.
      • Inline Functions including Math, String formatting, Expressions, Integration with SmartObjects. These are also extendable.
    • K2 Studio
      • Targets non-developers and SharePoint power users. It’s a full breadth designer, minus the code.
      • K2 studio is an office-like think client designer.
      • No Visual Studio dependencies.
      • No additional licensing requirements.
      • Assemble item and non-item based workflow applications and solutions.
      • No code.
      • Line-Of-Business (LOB) integration.
      • A Reference Wizard which can call out to an external assembly/web service.
      • Use SharePoint records management and publishing.
    • K2 Designer for SharePoint
      • Silverlight based workflow designer aimed at less technical users and Microsoft Office power users.
      • It requires no client site installation and includes a rich design experience.
      • The layout is workflow controlled and is focused on item-based workflows
      • The ability to quickly create SharePoint based workflow applications and solutions with no need to burden IT resources.
      • No coding required.
  6. General
    • InfoPath forms supports.
    • Inline Functions.
    • Custom task notifications.
    • Task groups allowing multiple destination sets.
    • Export process to K2 studio (downstream movement only).
    • Process data fields.
    • Use SmartObject in process design.
    • Ability to connect sibling nodes.
    • Save workflows and workflow steps into favourites.
    • New wizards, including:
      • Set folio and process data field.
      • Switch InfoPath view.
    • The ability to save email templates.
    • The ability to split workflow from the Start activity.
    • Process Portals - administration view of process and instances.

Custom Inline Functions

Koos Du Preez, SourceCode CTO, spent some time going over the Inline Functions to be introduced in the 090x version, and how to build custom ones.

Building custom Inline Functions are quite simple. The steps are:

  1. Create .Net 3.5 project Visual Studio 2008.
  2. Add references to:
    • SourceCode.Framework
    • SourceCode.Workflow.Functions
    • SourceCode.Workflow.Functions.Design
    • System.Drawing
  3. Add Using statements for the referenced assemblies.
  4. Declare the class with a Category (single category per class) – you can reuse K2 categories or create your own.
  5. Declare the “Name”, “Description” and “Icon” methods for the inline function.
  6. Declare method parameters as function parameters (inside the method signature).
  7. Provide the function implementation (use static functions).

To install the function the Design Time steps are:

  1. Quit the designer.
  2. Copy the assembly to K2 Bin folder
  3. Restart designer.

The Runtime steps are:

  1. Stop the K2 Host Server.
  2. Copy the assembly to K2 bin folder.
  3. Start the K2 Host Server.

It is important to note that you will need to manually deploy on alls clients and servers for all environments and reference the assembly deployed manually (including in the GAC).

Debugging the functions is simple to. Simply start the K2 Host server, attach to  the K2HostServer.exe process and debug.

090x Performance & Stability Enhancements

Koos also spent some explaining some the performance and stability enhancements that will come with the 090x version. These include:

  1. Design Experience
    • There was a big effort to analyze process memory allocation and usage patterns using tools like windbg with SOS, CLR profiler, perfmon and of course code reviews.
      • IDisposable pattern extensively
      • Freed memory early disposing large resources like images, icons, etc.
      • Replaced all string manipulations with StringBuilder
      • Remove unnecessary cloning and creation of objects
      • Wizard framework rewritten using XAML and control templates. No control via code.
  2. Runtime
    • K2 Workflow Server
      • There was a big effort to analyze process memory allocation and usage patterns using tools like windbg with SOS, CLR profiler, perfmon, code review
        • Ensure unused objects disposed early
        • Process runtime state management improvements (kept current version only)
        • Bypassed socket transmissions for local IPC’s
        • IPC authentication cashing implemented
      • Used SQL Profiler to isolate longest and most expensive queries
        • Common Table Expressions rewrite of Worklist (not using temp tables anymore)
        • Actions per Item refactored to use Common Table Expressions for action union
        • Additional indexes on Transaction and Log databases
        • Added constraints to force integrity
      • Validating investment
        • The Microsoft Technology Centre experience, where SourceCode did some benchmarking using 0807 release.
  3. SmartObjects & ADO.NET
    • High Level Enhancements
      • There was a great deal of SmartObject stack analysis, to minimise client/server calls.
      • “Join Discovery” identified as a bottleneck & implemented relationship caching.
      • Bypassed discovery and force/allow the use of SQL joins in reports.
      • Schema retrieval indentified as bottleneck & implemented object definition caching.
      • ADO data sets returns less than 15-20k results in batch (rather than row by row).
      • ADO Direct Execution (Including Bulk Insert) - option for Service Object to directly execute SQL code. Supported by
        • Dynamic SQL Service
        • SmartBox
        • K2 Reports
      • Compressed Double Buffering (more involved than a one-liner).
      • Double Buffered Data Readers.
      • Server Side Paging (SmartObject API & ADO).
      • Greatly enhanced SQL Syntax support for ADO.
  4. Reporting
    • Pushed 50 GB database and analysed built-in reports.
    • SQL Profiler to most expensive queries.
      • Pushed for ADO based paging (SSRS does local paging)
      • Report Query optimizations
      • Altered log database indexes

With that we ended the first day of the conference. It made for a long but rewarding day of sessions. Next, to dinner and a chance to meet some of the new Insiders.

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2009 K2 Insiders Conference: I’m Presenting!

Conferences, K2 2 Comments »

PIW This week sees the start of the annual K2 Conference. It will be held at the MGM Grand in Las Vegas from October 16th – 18th. The conference is attended by senior management from SourceCode and K2 Insiders. For those of you unfamiliar with K2 Insiders, they are K2 advocates who share their expertise within the K2 community (and are not SourceCode employees).

This year I will have the opportunity to present the Partner Integrated Workflow program that I have been working on at Avantage Partners. It involves streamlining business processes among multiple organisations, allowing them to become more efficient in their business practices and thus gaining a competitive advantage in the market. K2 blackpearl makes for the perfect tool to implement a Partner Integrated Workflow solution.

As I did last year, I will be blogging on the developments at the conference for any interested readers.

Last year’s posts: Day 1Day 2Day 3

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K2 blackpearl now supports Windows Server 2008 & SQL Server 2008!

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K2identity_4C_RGB_gif K2 announced the release of K2 blackpearl 0807 and K2 blackpearl Update 0807. The 0807 release contains improvements to enhance performance and memory usage optimization. Also included in the new release are the following:

  • Support for Microsoft Windows 2008 and Microsoft SQL Server 2008 (on 32 bit and 64 bit platforms).
  • An updated Migration Utility which allows for the physical migration of data from K2.net 2003 to K2 blackpearl.
  • An updated version K2 Connect for SAP. The K2 Connect for SAP provides user friendly tooling for development interaction with the SAP BAPI infrastructure. This now supports Microsoft Windows Server 2008.

Note that for new installations, or installations of K2 blackpearl 0803 and earlier, use the K2 blackpearl 0807 release. For current installations of K2 blackpearl 0807, use the K2 blackpearl Update 0807 release.

Links:
K2 blackpearl 0807, K2 blackpearl 0807 Update, Migration Utility
K2 connect for SAP

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BizTalk ESB Toolkit 2.0 Available

BizTalk, SOA No Comments »

 BizTalk Server Logo  On Monday Microsoft announced the release of the next version of the ESB Toolkit (renamed from the ESB Guidance). The toolkit and it’s documentation is available for download, there is a ESB Toolkit MSDN site as well as a forum.

The ESB Toolkit 2.0 provides key building blocks required for implementing a service-oriented infrastructure (SOI) including:

  • Endpoint run-time discovery and virtualization. The service consumer does not need to be aware of the service provider location and endpoint details; a new or modified service provider can be added to the ESB, without interruptions to the service consumer.
  • Loosely coupled service composition. The service provider and service consumer do not need to be aware of service interaction style.
  • Dynamic message transformation and translation. The mapping definition between distinct message structure and semantics is resolved at run time.
  • Dynamic routing. Run-time content-based, itinerary-based, or context-based message routing.
  • Centralized exception management. Exception management framework, services, and infrastructure elements that make it possible to create, repair, resubmit, and compensate fault messages that service consumers or BizTalk components submit.
  • Quality of service. An asynchronous publish/subscribe engine resolves different levels of service availability and provides high availability, scalability, and message traceability for ESB implementations.
  • Protocol transformation. Providing the ability for service provider and service consumer to interact via different protocols including WS-* standards for Web Services. For example, a service provider can send an HTTP Web Service request, which will result in sending a message via Message Queuing.
  • Extensibility. Provides multiple extensibility points to extend functionality for endpoint discovery, message routing, and additional BizTalk Server adapters for run time and design time.

For more information, see SOA and Web Services section in the New Features in BizTalk 2009 Web page.

Links:
ESB Toolkit 2.0
Documentation
MSDN ESD Toolkit site
ESB Toolkit Forum

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BizTalk Server 2009 Released

BizTalk No Comments »

BizTalk Server Logo

Microsoft released BizTalk Server 2009. New features in BizTalk include the following:

  • Support for the latest platform technologies - including Windows Server 2008, SQL Server 2008, Visual Studio 2008 SP1, and the .NET Framework 3.5 SP1.
  • Support for Microsoft Visual Studio Team System 2008 and Team Foundation Server. This enables the following capabilities:
    • Support for team development (including project manager, architects, developers, tester and ITPros.)
    • Seamless integration with Microsoft Project Server
    • Consistent automated application builds for ITPros with Microsoft build engine: MSBuild
    • Integrated source control
    • Bug tracking system
    • Support for unit testing
  • Enterprise Service Bus (ESB) Guidance 2.0 – extends the capabilities of Microsoft BizTalk Server 2009 to support a loosely coupled messaging architecture.
  • BizTalk Adapter Pack - The Windows Communication Foundation Line of Business (WCF LOB) SDK & BizTalk Adapter Pack 2.0 is now upgraded to the latest platform. In addition to enhancements to the existing adapters, the pack includes two new adapters:
    • The BizTalk Adapter for SQL Server
    • BizTalk Adapter for Oracle eBusiness Applications
  • Improvements to Host Integration Server 2009 and the BizTalk Adapters for Host Systems.
  • Enhanced Business Activity Monitoring (BAM).
  • Extended BizTalk RFID capabilities.
  • Enhance support for EDI and AS2.

Interestingly, the following BizTalk 2006 features were replaced in BizTalk 2009:

  • Base EDI Adapter - BizTalk Server 2009 includes support for processing EDI and AS2 messages using XSD-based EDI schemas and pipeline components. This feature replaces the Base EDI Adapter and schemas included in previous releases of BizTalk Server.
  • The MSMQt adapter - to communicate with Microsoft Message Queuing (MSMQ,) use the MSMQ adapter.
  • Human Workflow Services (HWS) - as an alternative for Human workflow solutions, you should now use Office SharePoint Server.
  • Business Activity Services (BAS) - You can use the EDI and AS/2 features for this functionality.
  • Health and Activity Tracking (HAT) Tool - The tracked services and tracked messages reports that used to reside in the HAT module are now part of the New Query tab of the HUB group page.

Links
A 120 day trial of BizTalk Server 2009
Detailed feature list of BizTalk Server 2009

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BizTalk Server 2009 Technical Overview

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BizTalk Logo

Published earlier this month is the BizTalk Server 2009 Technical Overview. This word document is a technical overview providing a guided tour of BizTalk Server 2009. It includes the important features and business benefits that BizTalk Server provides and contains a detailed primer on how developers, administrators, and business users use BizTalk Server to develop and manage business process solutions.

Link: BizTalk Server 2009 Technical Overview 

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BizTalk HotRod Returns

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BizTalk Hotrod

After what seems like a lengthy layoff (10 months without an issue), BizTalk HotRod has returned. Issue #5 is available and contains some interesting articles on BizTalk unit testing, SOA and BAM. The issue includes the following:

  • Application Servers: BizTalk Vs Dublin
  • Unit Testing in BizTalk Server 2009
  • Better Together - The Solution for Tough Economic Times
  • Monitoring a WCF Service with BAM
  • Operations Management for BizTalk
  • Governing the SOA Runtime with AmberPoint
  • BizTalk monitoring and exception handling from any desktop
  • Add Governance to BizTalk with SOA Software

Links
Read and download the current issue (and past issues): BizTalk Hotrod site
Subscribe: Editor@biztalkhotrod.com

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Business Activity Monitoring Whitepaper

BizTalk No Comments »

BizTalk Server Logo There’s a relatively new BAM whitepaper on MSDN that’s worth reading if you’re interested in finding out more about Business Activity Monitoring. Written by Jesus Rodriguez and Joe Klug it covers the following topics:

  • a deep, low-level review of how BAM works and how it can be extended
  • a review of BAM basics showing ways in which BAM data can be collected
  • the BAM infrastructure
  • a demonstration of methods for collecting BAM data
  • how BAM can be extended to non-Microsoft technologies

Read here article here - http://msdn.microsoft.com/en-us/library/dd320628.aspx 
Downloaded the whitepaper with sample code here - http://go.microsoft.com/fwlink/?LinkId=139086

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K2 blackpoint Released!

Business Process, K2, Workflow No Comments »

image

K2 released K2 blackpoint today. K2 blackpoint is feature-rich software eliminating complexity and allowing business users and non-developers to quickly build workflow solutions and process-driven applications within Microsoft Office SharePoint Server 2007 and Windows SharePoint Services 3.0. K2 blackpoint offers drag-and-drop tools, a Microsoft Office-style designer (K2 Studio) and a Silverlight-based K2 Web Designer.

It can be used to create new SharePoint workflows that span libraries, sites, InfoPath forms, server farms and organizations; manage approvals; and route documents and list items. With K2 blackpoint everything can be built without code, and users can assemble new applications from information that already exists and workflows that have already been built.

K2 blackpoint is a subset of K2 blackpearl features and tools. It offers an upgrade path so organizations can grow their investment and add capabilities over time. K2 blackpearl is the centrepiece of the K2 platform for building enterprise-ready, process-driven applications.

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Pricing for K2 blackpoint is extremely competitive starting at $5,000 for up to 200 users. Automated workflow is now more achievable than ever!

Make sure you evaluate K2 blackpoint today!

K2 Underground - K2 blackpoint forums

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K2 blackpearl & MetaStorm

Business Process, K2 No Comments »

image  I was recently asked about how MetaStorm compares to K2 blackpearl. Having spent a great deal of time with K2 technology and none with MetaStorm, I decided some research was required. Luckily for me one of my fellow K2 Insiders, Jason Apergis, has pondered the same question. He wrote a great article on what each does and what their differentiators are. His article can be viewed here: http://www.k2distillery.com/2009/02/k2-blackpearl-and-metastorm-comparison.html

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