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K2 BLACKPEARL 101
K2 BLACKPEARL 101
COURSE ROADMAP
CONTENTS
INTRODUCTION ................................................................................................................................................. 3
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.
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:
2. How the product works and how it can be used to meet business needs.
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.
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:
The following diagrams show the module flow and describe the scenarios that you will use to create applications
demonstrating K2 blackpearl features and functionality.
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