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

  • Question

  • HI

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

    help is appreciated.

    • Edited by Mike Walsh FIN Thursday, April 21, 2011 5:23 AM Second question removed. Post one question per thread.
    • Moved by Mike Walsh FIN Thursday, April 21, 2011 5:24 AM workflow question (From:SharePoint - Development and Programming (pre-SharePoint 2010))
    • Edited by Naresh.v82 Thursday, April 21, 2011 6:31 AM
    Thursday, April 21, 2011 4:49 AM

Answers

  • 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.

    SharePoint Architect || Microsoft MVP || My Blog
    Planet Technologies || SharePoint Task Force
    • Marked as answer by Naresh.v82 Monday, April 25, 2011 3:09 AM
    Thursday, April 21, 2011 6:18 AM
  • Thanks to replay.

    That I know, the way you said.

    Is there any other way,Like by taking backup and restore option 


    Only if you backup and restore the entire site collection.  If you do this, then everything will work just the same.
    SharePoint Architect || Microsoft MVP || My Blog
    Planet Technologies || SharePoint Task Force
    • Marked as answer by Naresh.v82 Monday, April 25, 2011 3:09 AM
    Thursday, April 21, 2011 6:51 AM

All replies

  • 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.

    SharePoint Architect || Microsoft MVP || My Blog
    Planet Technologies || SharePoint Task Force
    • Marked as answer by Naresh.v82 Monday, April 25, 2011 3:09 AM
    Thursday, April 21, 2011 6:18 AM
  • Thanks to replay.

    That I know, the way you said.

    Is there any other way,Like by taking backup and restore option 

    Thursday, April 21, 2011 6:36 AM
  • Thanks to replay.

    That I know, the way you said.

    Is there any other way,Like by taking backup and restore option 


    Only if you backup and restore the entire site collection.  If you do this, then everything will work just the same.
    SharePoint Architect || Microsoft MVP || My Blog
    Planet Technologies || SharePoint Task Force
    • Marked as answer by Naresh.v82 Monday, April 25, 2011 3:09 AM
    Thursday, April 21, 2011 6:51 AM
  • Hello,

    There is a 3rd party tool designed to transfer workflows from development to production environment, along with migrating workflows between different SharePoint versions and even between on-premise and SharePoint Online: http://www.harepoint.com/Products/HarePointWorkflowMigration/

    Thanks,

    Alexey Shlibanov.

    Tuesday, August 20, 2013 9:34 AM