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Required Slide. SESSION CODE: OSP202. Business Connectivity Services in Microsoft SharePoint 2010: Overview. Juan Balmori Program Manager – BCS Team Microsoft Corporation. Feedback on BDC – SharePoint 2007. Read/Write Read is nice… Write back would be even more powerful Tooling Support

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Business Connectivity Services in Microsoft SharePoint 2010: Overview


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business connectivity services in microsoft sharepoint 2010 overview

Required Slide

SESSION CODE: OSP202

Business Connectivity Services in Microsoft SharePoint 2010: Overview

Juan Balmori

Program Manager – BCS Team

Microsoft Corporation

feedback on bdc sharepoint 2007
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?
challenges with back end data
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

challenges with back end data1
Challenges With Back End Data

Provide External Data in a Centrally Managed Way

Bring external data into SharePoint and Office

Business Connectivity Services

bcs in a nutshell
BCS in a nutshell

Customers

BCS

Sales

Products

Inventories

BCS Cache

ECM

Friends

Twits

Songs

Blogs

Contacts

Document

Libraries

Content DB

Site Collections

Lists

in summary bcs is
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..
connecting external data to sharepoint

Connecting External Data to SharePoint

…in less than 10 minutes

DEMO

contoso sales solution
Contoso Sales Solution

SQL Server 2008 R2

Customers

Database

Solution

E-List

Customers DB

BCS MD

SPD

ECT

investment areas
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
external content type ect the building block
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
external content type ect the building block1
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
external content type the building block
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

presentation external lists in sharepoint
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
presentation external lists vs regular lists
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
presentation offline external list

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
presentation surfacing external data
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
demo overview
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
using external data

Using external data

Outlook, InfoPath and Word

Using Business Data Parts

DEMO

connectivity
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

connectivity connecting to external data
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
external data search

External Data Search

Finding items on external systems…

DEMO

connectivity authentication
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
connectivity authentication1
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

support matrix
Support Matrix
  • Presentation
  • Connectivity
  • Tooling

n/a

x

x

In code

In code

In code

In code

In code

tooling easily create and customize solutions
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
solution types

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

tooling assemble solutions via sharepoint designer
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
tooling building prodev apps using visual studio 2010
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)
bcs tooling experiences

BCS Tooling Experiences

Visual Studio 2010

DEMO

lifecycle management
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
investment areas1
Investment Areas
  • Presentation
  • Connectivity
  • Tooling
baked into the platform
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

business connectivity services key takeaways
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/

learn more about sharepoint 2010
Learn More about SharePoint 2010

Information forIT Prosat TechNet

http://MSSharePointITPro.com

Information forDevelopersat MSDN

http://MSSharePointDeveloper.com

Information forEveryone

  • http://SharePoint.Microsoft.com
related content

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/
track resources

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
related content1

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
resources

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
slide39

Required Slide

Complete an evaluation on CommNet and enter to win!

slide40

Sign up for Tech·Ed 2011 and save $500 starting June 8 – June 31st

http://northamerica.msteched.com/registration

You can also register at the North America 2011 kiosk located at registrationJoin us in Atlanta next year

slide41

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!

slide42

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.

slide43

© 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.