Introduction

K2 blackpearl and the K2 platform is a large, powerful, "game-changing" application platform built on Microsoft technologies. Understanding it from top to bottom would be a great task for a single person, which is why we have gathered more than a dozen authors to supply you with the information to successfully transform your company into a process-oriented, efficient business that can grow with the K2 platform.

Who This Book Is For

Since this is the first book on K2 blackpearl, you will find a broad range of topics in this book, from the market in which K2 blackpearl is aimed to the architecture of the platform, from how to approach process design to developing your own custom user manager.

The first part of the book is meant for everyone and provides an understanding of K2 blackpearl and where it fits in the marketplace. It is included to provide a framework for thinking about various aspects of process-driven applications, including how they differ from business process management techniques; identifying processes in your company to automate, the different pieces that make up a process; measuring the success of your efforts; and finally shifting your company's culture in the direction of process efficiency. This section may be the only section you need to read if you are sponsoring a process improvement effort in your company. If you are responsible for leading the effort, make sure to read Chapters 3 and 4.

The other parts are meant to provide details on how to effectively deploy and use K2 blackpearl and include a broad range of topics. Read what you are most interested in, but also make sure to read Chapter 8, which will give you a great foundation to start designing processes with K2 blackpearl. Chapter 14 is also recommended for everyone because it provides an overview of the available K2 Designers and how you can share projects among them.

If you are a developer, you may be tempted to flip through the book looking for code, and you will find some, but we also recommend reading much of the rest of the book to learn how the API and the K2 platform extensions fit within the overall process-driven application environment. Pay particular attention to Chapter 22 and the Appendix, which may save you hours of coding or give you a no-code solution to something that you may have thought would take hundreds of lines of code to accomplish.

If you are an administrators, focus on Parts II and IV, but also take a look at the other chapters to gain an understanding of how your users will be using K2.

What This Book Covers

K2 blackpearl is the main subject of this book, although we devote an entire chapter, Chapter 23, to the add-on product K2 connect to give you an understanding of how to bring SAP data into your processes. We also talk a bit about K2 blackpoint, particularly in the SharePoint chapters. Since K2 blackpoint is built on the K2 blackpearl foundation, many of the same concepts apply to that product as well, but we do not point out the differences between K2 blackpearl and K2 blackpoint. For that information browse to www.k2.com.

How This Book Is Structured

We recommend that you approach this book in parts and perhaps read or reference each part differently. If you are working on a team, each member of the team may find one part more interesting to them than the other sections; that is expected and is how we designed the book.

  • Part I, "Introduction to K2 blackpearl and Process-Driven Applications": The first four chapters discuss what K2 blackpearl is, how the applications you can design may or may not fit the business process management (BPM) model, how to go about identifying and designing processes, and last how to measure results and shift the culture of your company to a more process-oriented business.

  • Part II, "Architecture and Installation Options for K2 blackpearl": Chapters 5 and 6 will get you started. Installing the K2 blackpearl components is a necessary step before you can start designing processes, so in these two chapters you will gain an understanding of all of the pieces of the platform, the architecture, and the supporting technology, as well as ideas on how to plan out your development, QA/staging, and production environments.

  • Part III, "K2 blackpearl Process Planning and Design Essentials": Chapters 7 through 14 give you a ton of information about how to design, build, extend, and generally work with the main pieces of the platform. From a step-by-step tutorial on building your first process to how to share processes across the different K2 Designers, you'll learn all of what you need to really get ramped up. Pay particular attention to Chapters 8 and 11, which cover the basic things you need to know about process planning and the various concepts of process design with K2 blackpearl and then provide an in-depth view of the available forms technologies that you can use for user interaction with your processes. If you are particularly interested in SharePoint, make sure to read Chapters 12 and 13.

  • Part IV, "Administration of K2 blackpearl": Chapters 15 through 20 offer an administrator's view into the platform. Things like disaster recovery, logging, security, and using the K2 Workspace for notifications, reports, assigning process permissions, and recovering from errors are all key aspects of the platform that you or someone in your company will have to understand. This section gives you everything you need to know and probably more, including how to build your own user manager to plug into the K2 platform.

  • Part V, "Advanced K2 blackpearl Concepts and Platform Extensions": The last part includes Chapters 21 through 23, and these chapters are there to round out the discussion of the platform. You'll find information about using the Event Bus to surface outside events to the K2 server and a discussion of tailoring the platform and your processes to your particular needs by going beyond the default settings of the components that you learned about in Chapter 8. Finally you'll learn about the K2 connect platform extension, which allows data from SAP (and eventually any system for which a WCF LOB adapter is released) to be used within your processes.

Last but not least, we've combed through the various K2 blog entries available at the time of this writing to give you what we think are some of the greatest tips and tricks out there for working with K2 blackpearl in the appendix. Of course you could go out and find these yourself (and we give you the links to do so), but we thought that including the best of the best right here in the book would give a complete picture of K2 blackpearl. Also take a look at the "Other Resources" section later in this introduction.

What You Need to Use This Book

There are some pieces of this book that you can sit down and read without needing a computer or access to K2 blackpearl at all, but much of this book requires you to have access to K2 blackpearl and the supporting applications as well. Whenever we talk about designing processes, we do so in the context of the K2 Designer for Visual Studio. To install this component you will need Visual Studio 2005. Support for Visual Studio 2008 may be available by the time this book is published, so look for that on www.k2.com.

For the server pieces of the platform, you will need a Windows Server 2003 environment (virtual or otherwise) and the additional components required by the K2 server. For detailed information about the K2 blackpearl requirements see the K2 blackpearl Getting Started guide available on the customer portal. For access to the portal you need a customer account, which may be obtained by contacting your nearest K2 representative. If you don't know who that is, browse to www.k2.com and click Contact. Evaluation licenses are available for K2 blackpearl.

Other Resources

There are a great number of resources available to learn more about K2 blackpearl. Here we'll give you some pointers.

K2 blackpearl Help:

The collection of Help files included in K2 blackpearl is broken down into the following:

  • The Getting Started Guide: Includes everything you need to install K2 blackpearl, from a single server installation all the way up to a fully distributed, load-balanced server farm. It even includes tips for troubleshooting Kerberos issues.

  • The User Guide: Includes information on every page of every wizard as well as overviews of each wizard to help you know how to use each wizard. The User Guide also includes information about using every other piece of the platform, from client to server, so this should be your first stop for getting "how to" information about each piece of the platform.

  • The Developer Reference: Includes information about common developer tasks, from working with design time and run-time APIs to extending the platform with custom wizards, service objects, and third-party event recorders. It's a work in progress because there are over 30,000 properties, methods, and events across the entire platform, but it's a great place to start learning about developing on the K2 platform.

K2.com (www.k2.com):

The public Web site where you can find company information, product information and videos, and customer case studies, among other things, completely built on K2 SmartObjects.

The K2 Customer Portal (portal.k2workflow.com):

This is where you can download the available beta products and submit support tickets. It requires a login, so if you are a customer and don't know your login, contact your nearest K2 office. The customer portal is also a place for reading the K2 Knowledge Base articles.

The K2 Underground (www.k2underground.com):

The place where the K2 community meets to exchange ideas, questions, tips, videos, and code. You will find interest groups, ranging from K2 user groups to public betas, and forums, blogs, whitepapers, and most importantly the K2 blackmarket, which is where really smart developers come to browse and share their code projects. There is some great stuff up there, and it's constantly growing. So, don't miss this site.

The Blogosphere:

There are many blogs out there either dedicated to K2 or with recurring posts about K2. Here is a listing of a few of them from K2 and non-K2 employees alike. Perhaps you will recognize some names:

Blogs by K2 Insiders

  • Bob Mixon (http://masteringsharepoint.com/blogs/bobmixon/default.aspx)

  • Daniel Gocsman (http://danielgocsman.com/)

  • Grumpy Wookie (http://www.devk2.net/) Chris O'Conner

  • Igor Macori (http://blogs.devleap.com/igor/default.aspx)

  • No Intelligent Life (http://charlesemes.blogspot.com/) Charles Emes

  • Naked Programmer (http://nakedprogrammer.blogspot.com/) Gabriel Malherbe

  • — =[security through absurdity]= — (http://choosing-a-blog-url-sucks.blogspot.com/) Jason Montgomery

  • Sergio Del Piccolo (http://delpiccolo.com/)

  • Stumbling Through (http://blogs.claritycon.com/blogs/tim_byrne/default.aspx) Tim Byrne

  • SOA What! (http://allsoa.wordpress.com/) Craig Butler

Blogs by K2 Employees

  • From the Bench (http://k2underground.com/blogs/fromthebench/default.aspx) K2 Consultants in North America

  • Pitchblack (http://k2underground.com/blogs/pitchblack/default.aspx) K2 Technical Specialists in the UK and Europe

  • Ramble On (http://k2underground.com/blogs/rambleon/default.aspx) K2 Consultants in the UK and Europe

  • Chris Geier (http://k2underground.com/blogs/chrisg/default.aspx) K2 Program Manager

  • How To K2 (http://k2underground.com/blogs/howtok2/default.aspx) Chris Geier

  • Why K2? (http://k2underground.com/blogs/why_k2/default.aspx) Holly Anderson, K2 Product Marketing Manager

  • Johnny's K2 Blog (http://k2underground.com/blogs/johnny/default.aspx) Johnny Fang, K2 Solutions Manager, Singapore

  • blacktop: Writings from the Road (http://www.k2underground.com/blogs/blacktop/default.aspx) David Loomis, Consultant, North America

  • jEy on K2 (http://jeylabs.com/) Jey Srikantha, K2 Technical Specialist, Australia

If you search around you're bound to find more blogs with topics on K2 or even dedicated to K2 technologies. Try Google or Technorati for those.

Conventions

To help you get the most from the text and keep track of what's happening, we've used a number of conventions throughout the book.

Note

Boxes like this one hold important, not-to-be forgotten information that is directly relevant to the surrounding text.

Notes, tips, hints, tricks, and asides to the current discussion are offset and placed in italics like this.

As for styles in the text:

  • We highlight new terms and important words when we introduce them.

  • We show keyboard strokes like this: Ctrl+A.

  • We show file names, URLs, and code within the text like this: persistence.properties.

  • We present code in two different ways:

We use a monofont type with no highlighting for most code examples.
We use gray highlighting to emphasize code that's particularly important in the
present context.

Source Code

As you work through the examples in this book, you may choose either to type in all the code manually or to use the source code files that accompany the book. All of the source code used in this book is available for downloading at www.wrox.com. Once at the site, simply locate the book's title (either by using the Search box or by using one of the title lists) and click the Download Code link on the book's detail page to obtain all the source code for the book.

Because many books have similar titles, you may find it easiest to search by ISBN; this book's ISBN is 978-0-470-29305-8.

Once you download the code, just decompress it with your favorite compression tool. Alternately, you can go to the main Wrox code download page at www.wrox.com/dynamic/books/download.aspx to see the code available for this book and all other Wrox books.

Errata

We make every effort to ensure that there are no errors in the text or in the code. However, no one is perfect, and mistakes do occur. If you find an error in one of our books, such as a spelling mistake or faulty piece of code, we would be very grateful for your feedback. By sending in errata you may save another reader hours of frustration and at the same time you will be helping us provide even higher-quality information.

To find the errata page for this book, go to www.wrox.com and locate the title using the Search box or one of the title lists. Then, on the book details page, click the Book Errata link. On this page you can view all errata that has been submitted for this book and posted by Wrox editors. A complete book list including links to each book's errata is also available at www.wrox.com/misc-pages/booklist.shtml.

If you don't spot "your" error on the Book Errata page, go to www.wrox.com/contact/techsupport.shtml and complete the form there to send us the error you have found. We'll check the information and, if appropriate, post a message to the book's errata page and fix the problem in subsequent editions of the book.

p2p.wrox.com

For author and peer discussion, join the P2P forums at p2p.wrox.com. The forums are a Web-based system for you to post messages relating to Wrox books and related technologies and interact with other readers and technology users. The forums offer a subscription feature to e-mail you topics of interest of your choosing when new posts are made to the forums. Wrox authors, editors, other industry experts, and your fellow readers are present on these forums.

At http://p2p.wrox.com you will find a number of different forums that will help you not only as you read this book but also as you develop your own applications. To join the forums, just follow these steps:

  1. Go to p2p.wrox.com and click the Register link.

  2. Read the terms of use and click Agree.

  3. Complete the required information to join as well as any optional information you wish to provide, and click Submit.

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You can read messages in the forums without joining P2P but in order to post your own messages, you must join.

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