Accessing and Surfacing LOB Data in SharePoint 2010

1. Accessing and Surfacing LOB Data in SharePoint 2010 K. Meena Director SymIndia Training & Consultancy Pvt Ltd Bangalore

2. Agenda • Challenges with External Data access/use • BCS Architecture • External Content Type – a deep look • Presentation of External Data • in SharePoint 2010 • in Office 2010 • Access using Client OMs

3. Agenda • Challenges with External Data access/use • BCS Architecture • External Content Type – a deep look • Presentation of External Data • in SharePoint 2010 • in Office 2010 • Access using Client OMs

4. Challenges With Back End Data The UI is confusing It is difficult to use – both read and write Can't work with the data when and where I want to Can’t easily search for business data It would be nice if data can be used offline Need to have office look and feel – tasks,contacts etc. Need to involve IT to service my requests for data access End User Challenges IT Challenges Islands of business data Overhead for IT to service all user requests Manage security, auditing, connectivity One off projects for connecting to external systems

5. Requirement Provide External Data in a Centrally Managed Way Bring external data into SharePoint and Office Business Connectivity Services

6. Agenda • Challenges with External Data access/use • BCS Architecture • External Content Type – a deep look • Presentation of External Data • in SharePoint 2010 • in Office 2010 • Access using Client OMs

7. Business Connectivity Services • SharePoint Design Tools • Office Applications BCS Client Dev Platform Business Intelligence Enterprise Content Management Collaboration Social Enterprise Search SharePoint Designer External Lists External Content Type Repository Visual Studio Business Data Connectivity LOB Web Service WCF DB .NET assembly

8. Data & Connectivity SharePoint Client BCS in Office Client BCS in SharePoint Identity Federation service BCS Meta Data Store BDC BDC In memory Client Cache DB Connector WCF /WS Connector .NET Assembly Connector ASCustom Connector Client to Backend Direct Connection External data Persistence Store Custom .NET assembly Data Cubes SQL SAP ORACLE Siebel

9. Agenda • Challenges with External Data access/use • BCS Architecture • External Content Type – a deep look • Presentation of External Data • in SharePoint 2010 • in Office 2010 • Access using Client OMs

10. External Content TypesThe building block • Metadata Descriptions of connectivity information and data definitions • Behaviors to apply Office Clients (Rich) BCS External Data Source (Web Service, DB, .Net object, LOB system, Web 2.0 service, etc.) External Content Type (ECT) BCS SharePoint (Thin)

11. DEMO ECT Creation via SharePoint Designer & VS 2010 K. Meena Director SymIndia Training & Consultancy Pvt Ltd

12. Agenda • Challenges with External Data access/use • BCS Architecture • External Content Type – a deep look • Presentation of External Data • in SharePoint 2010 • in Office 2010 • Access using Client OMs

13. Solution Types, Tools & Roles • 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 taskpane and ribbon • Word (QuickParts) • Workflow • Web Part Pages Advanced Simple Intermediate NO CODE* • CODE SharePoint Designer SharePoint SDK Visual Studio • Surface data in External Lists • Connect those lists to Outlook, SPW Advanced Developer Developer Power User

14. Exposing Your Data From SharePoint • External Data Columns • External Lists • Chart WebPart • Business Data WebParts • Business Data List/Related List • Business Data Item Builder • Business Data Item • BDC OM • SharePoint OM • Client Side OM (CSOM) No Code Solutions Custom Code

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

16. DEMO PRESENTATION IN SHAREPOINT & OFFICE K. Meena Director SymIndia Training & Consultancy Pvt Ltd

17. Agenda • Challenges with External Data access/use • BCS Architecture • External Content Type – a deep look • Presentation of External Data • in SharePoint 2010 • in Office 2010 • Access using Client OMs

18. BCS Client and Server

19. CSOM

20. Client Side Object Model • Remote Access • Three sets of APIs • .NET Managed Client Object model • ECMAScript • Silverlight

21. DEMO CLIENT SIDE ACCESS K. Meena Director SymIndia Training & Consultancy Pvt Ltd

22. Summary • BCS brings External Data into SharePoint and Office • Client/server connectivity with • CRUDQ operations • Online/offline access • Search and Profile Pages • Tools for rapid assembly of business solutions declaratively • Baked into the Platform • Easy surfacing of Data – Server and client

23. THANK YOU! K. Meena Director SymIndia Training & Consultancy Pvt Ltd meena@symindia.com

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