Business Connectivity Services in Microsoft SharePoint 2010: Overview

1. Required Slide SESSION CODE: OSP202 Business Connectivity Services in Microsoft SharePoint 2010: Overview Juan Balmori Program Manager – BCS Team Microsoft Corporation

2. Feedback on BDC – SharePoint 2007 • Read/Write • Read is nice… Write back would be even more powerful • Tooling Support • Need an easier way to create, debug and maintain appdef XML files • I wish it was baked into the Platform • Wouldn’t it be nice to offline?

3. Challenges With Back End Data Multiple user interfaces External systems can be difficult to use Can't work with the data when and where I want to Can’t easily search for business data Need to involve IT to service my requests for data access Islands of business data Overhead for IT to service all user requests Manage security, auditing, connectivity One off projects for connecting to external systems End User Challenges IT Challenges

4. Challenges With Back End Data Provide External Data in a Centrally Managed Way Bring external data into SharePoint and Office Business Connectivity Services

5. BCS in a nutshell Customers BCS Sales Products Inventories BCS Cache ECM Friends Twits Songs Blogs Contacts Document Libraries Content DB Site Collections Lists

6. In summary…. BCS is: • A set of features that provide the capability to connect SharePoint 2010 and Office 2010 applications to any external system, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics, Oracle, or Siebel) a web 2.0 service, or a custom home-grown application • Provides read/write capabilities to those external systems • It provides out-of-box features, services and tools that streamline development to deeply integrate external data and services..

7. Connecting External Data to SharePoint …in less than 10 minutes DEMO

8. Contoso Sales Solution SQL Server 2008 R2 Customers Database Solution E-List Customers DB BCS MD SPD ECT

9. Investment Areas • Extend Office and SharePoint‘s UX and capabilities to external data and processes • Presentation • Read-write capable connectivity from client and server to databases, WCF/WebServices and .NET sources • Connectivity • Integrated tooling experience scales from simple solutions to advanced pro-dev apps with rich client packaging and deployment • Tooling

10. External Content Type (ECT)The building block • Superset of entity capabilities; describes: • Structure of the external system (Fields, Methods, Connection) • How this data behaves within SharePoint and Office • Manage and reuse from a central location • Added to the Business Data Connectivity service through: • SharePoint Designer • Visual Studio 2010 • Import into the Business Data Connectivity service as part of a model

11. External Content Type (ECT)The building block • BCS-enabled solutions rely on ECTs to integrate external data into SharePoint and the Office client applications • Can be reused in • External List • Search • Outlook • SharePoint Workspace • Word • InfoPath • Access • Other Office applications via code

12. External Content TypeThe building block SharePointWorkspace with InfoPath Forms Outlook Forms and Task Panes SharePoint External Lists External Content Type Customer CustomerID FirstName LastName EmailAddress Search Results External data Office Applications

13. PresentationExternal Lists in SharePoint • Presentation • Connectivity • Tooling • Expose external data as a native SharePoint list • Full CRUD capability • Familiar UI and navigation • Sort, Filter, Group • Programmatic access via SPList OM • Profile page available for each item in the list • Form • Auto-generated OOB • Upsize to InfoPath • Offline-able

14. PresentationExternal Lists vs. Regular Lists • Presentation • Connectivity • Tooling • Key Differences • No default fields – Title, Created (By), Modified (By) • List Items don’t have a unique int32 ID • No Event notifications (eg. items being changed) • Item level permissions provided by external source • Read/Write depends on external source support • Data stored in the External System • List features that behave differently • Search • Lookup columns • Paging (UX only; use filters to scope the view) • Not supported • RSS feeds • Edit in Datasheet/grid view • Export to Excel • REST interface

15. Connect to Outlook as Contacts Tasks Calendars Posts PresentationOffline External List • Presentation • Connectivity • Tooling • Download to SharePoint Workspace as • Lists • Word doc libraries with external data columns

16. PresentationSurfacing External Data • Presentation • Connectivity • Tooling • External Data Columns • Add data from external content types to standard SharePoint lists • Can be made available as Content Controls in Word • Web Parts Scenario: Use for Dashboard pages • Business Data List  • Business Data Item • Business Data Item Builder • Business Data Related List • Business Data Connectivity Filter • Chart Web Part • External Data Search • Integrate External Data into search results

17. Demo Overview Bring Customer data into Outlook • External Content Type • External List • Outlook integration Use InfoPath Forms to View and Edit Customer Data • Upsize to InfoPath Forms • Use Customized Form in an External List/SharePoint Workspace Create a Customer agreement document in Word • External Data Column • Word Content Controls

18. Using external data Outlook, InfoPath and Word Using Business Data Parts DEMO

19. Connectivity Business Data Connectivity (BDC) • Business Data Catalog (BDC) Presntation in SharePoint Business Data Connectivity (BDC) BDC Metadata Store BDC Client Runtime BDC Server Runtime Client Data Cache DB Connector WCF/WS Connector .NET Assembly Connector Custom Connector Client to Backend Direct Connection External data Custom .NET assembly SQL SAP ORACLE Siebel

20. ConnectivityConnecting to External Data • Presentation • Connectivity • Tooling • Business Data Connectivity enhancements • Read/write capability • Claims aware • Connect via ADO/SQL, WCF/WS, .Net Assembly and Custom Connectors • Batch and bulk operation support • BDC used for Search indexing connectors • Added blob, incremental crawl and item level Security • Symmetrical server and client runtimes • Connect from client or server directly to external data • Rich client cache • SQL CE database is used to cache external data • Allows for “cached mode” behavior on external data

21. External Data Search Finding items on external systems… DEMO

22. ConnectivityAuthentication • Presentation • Connectivity • Tooling • OOB Support for: • Windows Auth • FBA • Claims based Authentication • Authentication modes • Revert to Self • Passthrough • SSS • Secure Store Service • Can store windows credentials or non-windows credentials • A credentials page is available to gather credentials from a user and store it in SSS • Extensibility through ISSSProvider to plug in another SSO

23. ConnectivityAuthentication • Presentation • Connectivity • Tooling SharePoint Server Process Account External List CredentialsTicket Delegation Token Other BCS Runtime WebPart Application Logged-on user Secure Store Service Modes: SAML Token Application Delegated Token Credentials PassThrough (Uses logged-on user) RevertToSelf (Uses process account) SSO Authentication (Credentials, etc. from Secure Store) Claims Aware Service Legacy LOB Web 2.0

24. Support Matrix • Presentation • Connectivity • Tooling n/a x x In code In code In code In code In code

25. ToolingEasily create and customize solutions • Presentation • Connectivity • Tooling • Assembly • No-code solutions in SPD • External Content Type definitions • Form layout and validation • Workflow integration • Build • Pro-Dev Solutions in Visual Studio • Create reusable components (UI parts, ECTs, actions) • Custom Office Integration (add-ins) • Custom connectivity • .Net Assembly Connector • Custom Connector • Code-based business logic

26. Surface data in External Lists Connect those lists to Outlook, SPW Solution Types • Custom connectivity for data aggregation, transformation, security, etc. • Use custom code to integrate data into any Office app • Business logic in forms • Create reusable components (UI parts, ECTs, actions) • Customize • InfoPath forms • Outlook task pane and ribbon • Workflow • Web Part Pages Simple Intermediate Advanced

27. ToolingAssemble Solutions via SharePoint Designer • Presentation • Connectivity • Tooling • Discover • Database • Web services • .NET type • Map operations • Create, read, update, delete, lookup • Connect to SharePoint/Office • External List • Contact • Task • Appointment • Post

28. ToolingBuilding ProDev Apps using Visual Studio 2010 • Presentation • Connectivity • Tooling • Simple drag and drop experience • Create connectivity packs in Visual Studio to • Aggregate data across multiple back-ends • Perform custom data transformations • Execute custom business logic/rules (e.g., trigger workflow) • Upsize IT solutions created in SharePoint Designer • Bring external data into other Office clients with VSTO Add-Ins (e.g., Excel)

29. BCS Tooling Experiences Visual Studio 2010 DEMO

30. Lifecycle Management • Presentation • Connectivity • Tooling • Part of WSP-based SharePoint application packaging, deployment, and administration • Deploy solution to Server and Client • Artifacts are packaged into a single versioned unit • Solution Package is published to SharePoint • Deployed to Office Client using ClickOnce • Application upgrade management

31. Investment Areas • Presentation • Connectivity • Tooling

32. Baked into the Platform… SharePoint Server 2010 Office 2010 Secure Store Service Rich Client Extensions BDC Client Runtime External Data Search Profile Pages External Data Web Parts SharePoint Foundation 2010 External List External Data Column Business Data Connectivity Service

33. Business Connectivity ServicesKey Takeaways • Bring External Data into SharePoint and Office • Client/server connectivity with • Read/write • Online/offline • Tools for rapid assembly of business solutions • Baked into the Platform Learn more about BCS: http://blogs.msdn.com/bcs/

34. Learn More about SharePoint 2010 Information forIT Prosat TechNet http://MSSharePointITPro.com Information forDevelopersat MSDN http://MSSharePointDeveloper.com Information forEveryone • http://SharePoint.Microsoft.com

35. Required Slide Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session. Related Content • Sessions • OSP302 Building Solutions with BCS – Scot Hillier 6/9 3:13pm Rm 252 • Hands-on Labs (session codes and titles) • OSP02-HOL - Business Connectivity Services, using external lists • OSP06-HOL - Developing a Microsoft Business Connectivity Services External Content Type with Microsoft Visual Studio 2010. • Visit the SharePoint booth • http://blogs.msdn.com/bcs/

36. Required Slide Track PMs will supply the content for this slide, which will be inserted during the final scrub. Track Resources • For More Information – http://sharepoint.microsoft.com • SharePoint Developer Center – http://msdn.microsoft.com/sharepoint • SharePoint Tech Center – http://technet.microsoft.com/sharepoint • Official SharePoint Team Blog – http://blogs.msdn.com/sharepoint

37. Required Slide Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session. Related Content • Breakout Sessions – See Conference Guide for full list of OSP Track Sessions • Interactive Sessions – OSP Track has 10 Interactive Sessions – OSP01-INT – OSP10-INT • Hands-on Labs – OSP01-HOL – OSP20-HOL • Product Demo Stations – Yellow Section, OSP • Office 2010, SharePoint 2010, Project Server 2010, Visio 2010 have kiosks and demos

38. Required Slide Resources Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers • http://microsoft.com/technet • http://microsoft.com/msdn

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41. Play the Microsoft Office & SharePoint Track Tag Contest Download the Microsoft Tag Reader Open the internet browser on your mobile phone and visit http://gettag.mobi Grand Prize (1) Xbox 360 Prize Package and Microsoft® Office 2010 Daily Prizes 40 copies of Microsoft® Office 2010 Come to the Expo Hall – Yellow Section OSP Info Desk for Official Rules & Collect Additional Tags from all OSP Track Sessions, Speakers and Expo Hall!

42. Q&A Thank you! © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

43. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

44. Required Slide