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Using SharePoint Business Connectivity Services to Expose Line of Business Data
October 22, 2010
2
Session Promise (per the Abstract)
Business Connectivity Services (BCS) is the new and improved version of the Business Data Catalog. Business Connectivity Services make it easy to bring enterprise data into the familiar user interfaces of SharePoint and Office. This session will show how to leverage the power of Business Connectivity Services with Office and Visual Studio to build solutions. The demos included highlight the types of SharePoint solutions that can be created with Business Connectivity Services as well as applicable scenarios for each solution type.
Session Objectives And TakeawaysSession Objectives:
• Show how to leverage the power of Business Connectivity Services with the Office and Visual Studio
• Illustrate the types of SharePoint solutions that can be created with Business Connectivity Services
Key TakeawayBusiness Connectivity Services make it easy to
bring enterprise data into the familiar UX of SharePoint and Office
4
Today’s Agenda Includes…
• Business Connectivity Services (BCS) Overview• BCS Tools Overview• Demos• Create an ECT with SharePoint Designer • Configure ECT for Outlook Off-lining
• Q&A
5
Cogent Company | An Overview
6 ©2010. Cogent Company. Proprietary and Confidential.
Overview of Cogent Company
• We are a management and IT consulting firm focused on helping our clients• define actionable information management strategies that deliver
measurable business value• design, build and deploy sustainable and scalable information management
technology solutions• Our consultants average decades of solution design, development and
implementation experience• We partner closely with our clients to execute rapid deployment cycles that
consistently demonstrate “speed to value”• We provide industry-recognized expertise and innovation across the
spectrum of Microsoft and related technologies• We offer experience advising client executives and implementing
enterprise-class applications in multiple industries and client sizes
Our Services
7 ©2010. Cogent Company. Proprietary and Confidential.
Strategic Advisory Services
Information Management Services
Core Infrastructure Services
Custom Development Services
Productivity Services
• Solution Selection and Roadmap Development• IT Transformation and Governance• Project and Portfolio Management• Strategic Change Management
• Business Process Management and Collaboration• Application Integration• Enterprise Content Management and Search• Unified Communications
• Data Acquisition and Quality Analysis• Data Warehousing• Business Intelligence• Advanced Analytics
• Security and Networking• Data Protection and Recovery• IT Management and Security• Desktop, Device, and Server Management
• User Experience• Software Development• Service Oriented Architectures• System Integration
8
Business Connectivity Services Overview
9
BCS Connects
Users
ApplicationsData
• BCS enhances Office application and SharePoint application capabilities and their UI through features, services, and tools.
• The BCS feature set enables rapid development and deployment of scalable and security-rich solutions.
• BCS enables users to read and write data from external systems—through Web services, databases, and Microsoft .NET Framework assemblies—from within Microsoft SharePoint 2010 and Microsoft Office 2010 applications
10
BCS Scenarios• Reveal external data from enterprise applications and Web 2.0
services in Microsoft SharePoint Foundation 2010, SharePoint Server 2010, and in rich client Office applications.
• Provide Office Type behaviors (such as contacts, tasks, appointments) and capabilities to external data and services.
• Provide complete interaction with the data including write-back capabilities from Office applications and SharePoint Server to the underlying external system data and business objects.
• Enable offline use of external data and processes.
• Bridge the unstructured world of documents and people and the appropriate structured data that is locked in external systems.
Types of Solutions You Can Build Using BCS
11
Simple
Takes advantage of the native capabilities: BCS,
SharePoint 2010, and Office 2010
External ListExternal Data Columns
Web PartsOfflining
Intermediate(Declarative)
Uses no-code to create more powerful and
customized solutions.
Assemble and customize composite solutions
Create a Microsoft Outlook solution without writing
code.
Advanced(Code-based)
Uses Microsoft Visual Studio 2010 to create rich
code-based solutions.
Create reusable components
Create end-to-end solutions by using Office, SharePoint, and Business Connectivity
Services object models
Advanced Developer
Information Worker
Developers & Power User
Office Apps
Client Runtime Offline Operations Cache
DevelopmentPlatform
Business Intelligence
Enterprise content mgmt
Collaboration social
EnterpriseSearch
ECT Store Runtime Security Solution
PackagingOut of the box
UI
Web 2.0DBWCFWeb Service.NET LOB
SharePointDesign Tools
SharePoint Designer 2010
Visual Studio 2010
Business Connectivity Services StackBrings LOB Data Into SharePoint
SharePoint List with External Data Read / Write SharePoint Foundation Built on the SharePoint 2007 Business Data Catalog
Business Connectivity Services is included in Microsoft SharePoint Foundation 2010, SharePoint Server, and Office 2010.
Business Connectivity Services Feature
SharePoint Foundation 2010
SharePoint Server 2010 Standard Edition
SharePoint Server 2010 Enterprise Edition
External List √ √ √
External Data column √ √ √
Business Data Connectivity (BDC) service
√ √ √
Connector Framework
√ √ √
Secure Store Service √ √
External Data Search √ √
Profile Pages √ √
Business Data Web Parts
√
Rich Client Integration √
External Content Types
Office Clients (Rich)
SharePoint (Thin)
External Content Type (ECT)
External Data Source(Web Service, DB, .Net
object, LOB system, Web 2.0 service, etc.)
BCS
BCS BCS-enabled solutions rely on ECTs to integrate external data into SharePoint and the Office client applications
Describes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint
*formerly known as BDC Entity
The Building Blocks
• Enable reusability• Encapsulate complexities of external systems• Provide built-in Office and SharePoint behavior• Ensure secure access• Simplify maintenance• Enable external data search• Enable working offline
14
BCS Tools Overview
Solution Types, Toolsand Roles
SharePoint Designer
Advanced Developer
SharePoint SDK
VisualStudio
Power User
NO CODE* CODE
Developer
Solution Types, Toolsand Roles
Intermediate AdvancedSimple
• Customize• InfoPath forms• Outlook taskpane and
ribbon• Word (QuickParts)• Workflow• Web Part Pages
• 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)
• Surface data in External Lists
• Connect those lists to Outlook, SPW
SharePoint Designer
SharePoint SDK
DeveloperPower User
NO CODE*
Advanced Developer
VisualStudio
CODE
Advanced Developer
VisualStudio
CODE
Solution Types, Toolsand Roles
IntermediateSimple
• Customize• InfoPath forms• Outlook taskpane and
ribbon• Word (QuickParts)• Workflow• Web Part Pages
• Surface data in External Lists
• Connect those lists to Outlook, SPW
SharePoint Designer
SharePoint SDK
DeveloperPower User
NO CODE*
Advanced
• 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)
Advanced Developer
VisualStudio
CODE
Solution Creation Approaches
Power User
SharePoint Designer
Developer
VisualStudio
SharePoint
Designer
SDK
Single machine Dev EnvironmentCreate reusable ECTs that provide custom integration logic to virtually any data source using .Net codeAuthor thin and rich client UX as reusable componentsCreate Office Add-Ins in Visual Studio
Client-Server EnvironmentCompose solutions (no code) that connect to existing WCF, Sql Server databases and .Net ObjectsImplicitly author thin and rich client UX for External List and InfoPath Forms
IT AdminProduction
EnvironmentProduce
WSP
Import & Configure
SharePoint Server(Shared, Dev/Prod)
“Live” ConnectionExport, Import
& Configure
Dat
a Co
nnec
tivity
Shar
ePoi
nt a
nd O
ffice
Clie
nts
UX
Tools Feature Overview
FeaturesSharePoint
Designer 2010Visual
Studio 2010 SDK
Author External Content Types and Profile Pages• External Content Type Designer
Integrate External Data in WF• Workflow Designer
Generate and Author External Lists and InfoPath Forms• Lists and Forms Designer
Office Add-in Projects• Extend Office apps through BCS-aware code
add-ins and reusable components
Extend Outlook Declaratively• Outlook declarative ribbon (URL-based
actions) and Taskpanes extensions
Additional Samples and Utilities
Connect to existing WCF/Web Services, Sql Server or .Net Assemblies
Connect to virtually any data source through custom .Net code
20
DEMO #1Create an External Content Type With SharePoint Designer+ More Stuff
External Data ColumnsExternal Lists External Item Picker
External Data in Outlook External Data in WordBusiness Data Web PartsProfile Pages
External Data in AccessExternal Data in InfoPath
21
DEMO #2Configure External content type for Outlook Off-lining
SharePoint Designer and Visual StudioRecapCapability / Tool
SharePoint Designer 2010 Visual Studio 2010
Connect to Existing WCF, Sql Server, .Net Assembly
Any data source by creating .Net Assemblies
Modeling Approach Discover and Configure Create and Publish
Target Scenarios Author “simple” models with OOB UX (External Lists, Outlook, SharePoint Workspace, InfoPath, Search, simple FK-based associations)
- Author complex models with custom connectivity logic for aggregation, transformation, security, etc. - Author custom UX via VSTO customizations- Author reusable rich and thin UI parts (WebParts) that connect to External Data
Limitations -Data source needs to expose “proper interface shape”-Advanced stereotypes (Bulk, Batch)-Generic/polymorphic services-Only Foreign Key Associations
- Visual designer only for .Net object based models- Separate development and packaging of rich client and server components
Rich/Thin SolutionsPackaging and Deployment
BCS-
enab
led
Solu
tions Rich Client
Components
Thin ClientComponents
ClickOnce Package
WSPPackage
SharePointServer
Import
Deploy and Update
Include in WSP
Office Client
24
Cogent Company | more details
25 ©2010. Cogent Company. Proprietary and Confidential.
Cogent Thinking
•Office 2003 Programming: Real World Applications•Pro ASP.NET 2.0 Website Programming •Pro Office 2007 Development with VSTO
Books
• 5 Business Reasons for Adopting the Windows Platform - CIO.COM•Easy Time & Billing with SharePoint, Outlook, & Excel (and VSTO tool) - Devx.com•Repurpose SharePoint Services Data Using Excel's Spreadsheet XML - Devx.com•Outlook the Way You Want It—Build Custom Outlook GUIs with WinForms & VSTO - Devx.com•Create a Sales Dashboard using Excel, InfoPath and VSTO 2005 - Devx.com•VSTO's Outlook Integration Makes Building Managed Add-ins A Snap - Devx.com•An Office Developer's Timesaver: Using VSTO 2005 to Integrate Excel and Access - Devx.com
Articles (call for links)
•Business System Builder•Office Developer•Simple Talk
Blogs (call for links)
•Southern Methodist University, Cox School of Business: Adjunct Faculty; Guest Lecturer, IT and Operations Management.•University of North Texas:•Guest Lecturer in College of Business Administration and English Department•Advisory Board, College of Business Administration, Information Technology & Decision Sciences Department•Member, Center for Decision and Information Technology
Academics
26 ©2010. Cogent Company. Proprietary and Confidential.
Our ExperienceClient Firm Solution Cogent Solutions
Fortune 50 wireless telecommunications firm
Implement PMO for integration of billing and customer care systems for largest wireless merger.
Cogent PMO Toolkit
Fortune 50 financial services firm
Customize Microsoft Outlook and integrate to third party CRM system and processes.
Cogent Office Application Integration Accelerator
Fortune 50 software firm
Customize SharePoint to manage channel sales process.
• Cogent SharePoint Development Accelerator
Fortune 500 real estate services firm
Implement reporting system on legacy operations systems and processes.
• Cogent PMO Toolkit• Cogent Requirements Management Toolkit
Top US media services firm
Extract firm from 10 year IT outsourcing arrangement and implement in-house organization and processes.
• Cogent Business Value Accelerator• Cogent Requirements Management Toolkit
Global direct marketing service agency
Develop image selection application and integrate digital asset management system. Implement web site design.
Cogent SharePoint Development Accelerator
Regional Health Insurance Firm
Develop and deploy content management system and integrate 3rd party applications.
• Cogent Business Value Accelerator • Cogent Requirements Management Toolkit• Cogent SharePoint Development Accelerator
National Specialty Hospital
Deploy IT governance process and system. • Cogent Business Value Accelerator • Cogent PMO Toolkit
• Business Connectivity Services Overviewhttp://msdn.microsoft.com/en-us/library/ee557898.aspx
• Setting Up the Dev Environment for Business Connectivity Serviceshttp://msdn.microsoft.com/en-us/library/ee559625.aspx
• Top 15 BCS Object Model Classeshttp://msdn.microsoft.com/en-us/library/ee559652.aspx
• BCS Package Generatorhttp://code.msdn.microsoft.com/odcsps14bcspkgtool
Resources and Next Steps