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Backing up Sharepoint Designer Workflows

  Asked By: Rosalyn    Date: Jan 14    Category: Sharepoint 2010    Views: 3203

Now, that I've created several custom workflows for my Help Desk, how do I
ensure that they don't get lost? Are they stored on the Sharepoint server?

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7 Answers Found

 
Answer #1    Answered By: Ishita Mistry     Answered On: Jan 14

They were created in Sharepoint designer 2007 for Sharepoint 2007. I wouldn't
want to lose all the time and thought put into these. So, I was wondering
where/how they are stored. If on the Sharepoint server and we do complete
backups of that machine, then I may be ok. Or is there a better recommendation?

 
Answer #2    Answered By: Gobinda Borooah     Answered On: Jan 14

Are these 2007 or 2010? Designer 2007 workflows are not portable and tied to
the specific list or library that you attach them to during creation. They
are part of the content of the site and if you save the site as a template,
with content, the workflow is saved as well. Other than that, I hope you
have them well documented.

Designer 2010 workflows can be saved as a wsp file.

 
Answer #3    Answered By: Palash Gohain     Answered On: Jan 14

As mentioned, yes you cannot package a 2007 Designer workflow. That was
one of the many limitations in 2007 and a major improvement made with 2010.
Also, as you discovered, saving the site as a template with content will
save the workflow with the site as it is considered content of the site.
Once you have the stp in the gallery you can then download that template to
any place you want, local disk, USB, network share, whatever. The issue is
that the workflow itself will always be a part of that site, and while you
can create new sites from the template that will then contain the workflow,
(and sometimes even work), it will also contain any other elements of your
site template. You can't save and reuse just the workflow itself.

 
Answer #4    Answered By: Kacy Bright     Answered On: Jan 14

The one situation where this works is if you have one environment that was
created from a backup of the other. If the list GUIDs are the same -- and
you haven't changed any other element definitions -- then your workflow can
indeed be copied. I have a client whose dev/test/production environments
are like this. It may not be ideal, but it's part of a compromise they've
worked out for deployment. After production is updated, the whole thing is
backed up and the new dev/test environments are created again.

Of course you can also copy the xoml and change all the GUIDs, but that's
just asking for trouble.

 
Answer #5    Answered By: Amisha Bhansali     Answered On: Jan 14

If done with SPD 2007 then I hope you have a good server backup strategy (:

Daniel makes a good point. You can save the site as a template and save the STP
file in your source code repository...backed up, of course....

 
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