Workflow Retirement Series TOC
Part 1 - SharePoint 2010 and 2013 Workflows Kaput in Office 365
Part 2 - Finding All the SharePoint 2010 Workflows in SharePoint Online
Part 3 - Find Only the Active SharePoint 2010 Workflows in SharePoint Online
Part 4 - Use PowerShell to Work with SharePoint 2010 Workflow Scan
By now you’ve probably seen Microsoft’s announcement that they’re going to remove SharePoint 2010 Workflows on November 1st, 2020. SharePoint 2013 Workflows aren’t too far behind. Not only did they not give us much time to rewrite these workflows in Power Automate, there aren’t any great ways to find out where they are in the first place. Since the beauty of SharePoint is how it empowers users to create, it’s likely that users are making workflows all over and admins have no exposure to it. Today I’m going to show you how to use the SharePoint Modernization Scanner (SMS) to find those Workflows that will soon be shown the door. The SMS is a general tool that helps people already in Office 365 to Modernize individual pieces of the platform. Workflow is one of those pieces. So while the tool wasn’t meant for exactly this scenario, it fits nicely.
To get started, download the SMS from the link on this page. It’s going to come down as an EXE, there’s no installation. I recommend copying it to its own location. When it creates its logs it creates them in the folder it was run from, and I’ve found it helpful to keep all of that in one place. In the screenshots in this blog post, I copied
SharePoint.Modernization.Scanner.exe to D:\SMAT. When you run the tool without any parameters it guides you through a UI Wizard. The first decision you have to make is how you’re going to authenticate against your tenant.
The default option is “Azure AD App Only” and it’s my recommendation that you go that route. You’ll notice there’s a very comfy looking “Username and password” option farther down the list. It’s tempting to go that route, as it’s much easier, but if you’re running the tool seriously in production, go to the extra work and create an App Registration for it. If there’s interest, I might do a blog post on that, too. It’s less scary than it seems. Here’s what my screen looked like all filled out.
The Application ID can be copied directly from the Overview page of the App Registration itself. The domain is the Azure AD domain, and it will most likely be a *.onmicrosoft.com address. This can be a bit confusing since we’re doing all of this in the context of SharePoint. It can feel like you should use tenant.sharepoint.com, but that won’t work. The App Registration is an Azure AD thing that happens to work with SharePoint. If you’re not sure what the correct Domain is, go to the Azure Active Directory Dashboard Overview page and find Primary Domain.
You will also need the PFX file for the certificate that was used for the App Registration, and the password for that cert.
After you’ve entered that hit Next. The next screen lets you choose which Site Collections you’ll be scanning. The environments I’ve run this on are small enough that I’ve been able to stick with the “Complete Tenant” option, but you can also choose them individually or feed the tool a CSV file. These options are handy if your tenant is large. You also need to enter your SharePoint tenant name in this screen.
The next screen is the whole reason we’re here, to scan those Workflows. The tool can find all manner of objects that can Modernized, and I encourage you to scan for all of them at some point, but I just chose Workflows to speed things along.
The final screen has some options. I always go with the defaults.
Hit “Start scan” and then anxiously await the report. It’ll look like this.
Maybe pop some popcorn. It might take a minute. Finally you’ll get this:
If you want to run it all from the command line like a hot shot, run this command with your own values in place of mine.
.\SharePoint.Modernization.Scanner.exe --azuretenant M365x541279.onmicrosoft.com --certificatepfx "d:\smat\SMAT App Reg.pfx" --certificatepfxpassword pass@word1 --tenant M365x541279 --mode WorkflowOnly --clientid a204b312-c2a9-4a47-861c-b0c874e8219a
If you're running version 184.108.40.206 or later you need to change the operation to WorkflowWithDetailsOnly. Starting in 220.127.116.11 WorkflowOnly gives fewer details about the individual Workflows. My 18.104.22.168 and later command line looks like this:
.\SharePoint.Modernization.Scanner.exe --azuretenant M365x541279.onmicrosoft.com --certificatepfx "d:\smat\SMAT App Reg.pfx" --certificatepfxpassword pass@word1 --tenant M365x541279 --mode WorkflowWithDetailsOnly --clientid a204b312-c2a9-4a47-861c-b0c874e8219a
It looks like this:
Once the scanner is finished it’ll drop a bunch of files into the folder listed above. Mine looked like this:
Since we only care about Workflows we can jump right into the ModernizationWorkflowScanResults.csv file and see where workflows are hiding out in our tenant. You may also want to give Errors.csv a once over just to see if everything went fine. Here’s my workflow report:
The report is pretty good. We can see I have two workflows, one 2010 and 2013. We can see which site and list they’re in. We can also see that the 2010 is published (Enabled) and the 2013 is only saved. If you go farther to the right there are also columns that indicate when it was changed last. Lots of good information there. At this point you’ll probably want to reach out to the site owner and have them verify if the Workflow is being used. You or they will have to connect with SharePoint Designer (still free) and start figuring out how to turn that workflow into a Flow.
I could end the blog post here. I’ve delivered the promised content, and did a fine job if I do say so myself. You’ve gotten your money’s worth. I want to add one additional bit though. In that same report directory is Office 365 Classic workflow inventory.xlsx. That’s another Excel document with workflow information, but it uses a fancy Pivot Table to show it. You and I, we’re technical folks. The raw spreadsheet with sites and lists is what we wanted. But we likely have bosses (with or without pointy hair) and they like pictures. That’s where this last file comes in. Open up Office 365 Classic workflow inventory.xlsx and click “Enable” in the bar at the top. When you click Enable the spreadsheet will load the information from the ModernizationWorkflowScanResults.csv file and make it look all pretty.
That version will look better on a PowerPoint. You’ve got some filters to play with, really put some polish on it.
Hopefully this will help you chase down the SharePoint 2010 and 2013 Workflows in your Office 365 tenant. Let me know how it worked. You can leave a comment here, or reach out on Twitter at @toddklindt.
Edit (7/9/20): Edited to replace wrong tool name with SharePoint Modernization Scanner.
Edit (7/10/20): Edited to add command line syntax.
Edit (7/27/20): Edited to add the 22.214.171.124 and later command line syntax.