Wednesday, January 18, 2012

How to move the sharepoint designer workflow from development to production server and on which account the workflow is to run?

I have created a workflow for the document library using SharePoint designer, how should I move it to production server?


Use a migration tool like DocAve, Metalogix, Quest, etc.

If you don't have a tool, then you have to do a manual copy/edit like this:
  1. Create a new workflow on the Production site with the same name.  Be sure to add a fake condition and one fake activity.  This will generate the standard workflow files
  2. Copy the XOML and RULES files from your workflow in Dev (open the folder in SPD2010 and copy these specific files)
  3. Paste those files into the workflow folder you created in step 1
  4. Open the workflow again in Prod, and click through all the steps to reassociate each data point (simply click on the item, and it will re-associate)
  5. If you have any lookups like "Update List Item," then you'll need to manually edit the XOML file in SPD or Notepad so that you can find/replace the GUID of the associated list.  Of course, that list must already exist on the Prod site, too.
  6. When done, click Finish to publish the workflow with the copied settings, and it should now work.

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