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Building business applications using business connectivity services using share point designer 2010 (part 1)
SESSION CODE: OFS203




  Building Business
  Applications using BCS &
  SharePoint Designer 2010
   Chakkaradeep Chandran (Chaks)
   Solutions Specialist
   Intergen
Agenda

    Overview of Business Connectivity Services (BCS)
    Building BCS Solutions using SharePoint Designer 2010
    BCS Authentication
    Workflows and BCS
    BCS Limitations
    More demos…


3   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
What is BCS
    A set of features that provide the capability to connect
    SharePoint 2010 and Office 2010 applications to any
    external system:
       Line-of-Business system (Microsoft Dynamics, Oracle, or Siebel)
       Web 2.0 service
       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
4    www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
What about Business Data Catalog (BDC)
    Introduced in Microsoft Office SharePoint 2007
    Read/Write Support
        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 take it offline?
5    www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
BCS Features
    Write-back to External Systems
    Familiar UI
    More Connectivity Options
    Extensible Provider Model
    Batch and Bulk Operation Support
    Read BLOBs
    Read and Write-back of Complex Types
    Life Cycle Management
    Rich Client Integration
6   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
BCS Tooling Support




    SharePoint Designer 2010                    Visual Studio 2010
7     www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Business Connectivity Services



  Design                  SharePoint
  Tools
External Content Types
                           Describes the schema and data access
         BCS Client        capabilities of an external data source     Customer
                           and its behavior within Office and           FirstName
                           SharePoint                                   LastName
                                                                           Email
                                     (WebService, DB, .Net
                                    object, LOB system, Web           GetCustomer()
                                        2.0 service, etc.)            GetCustomers()
                                                                     UpdateCustomer()
                                                                     DeleteCustomer()


            BCS

11   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Presentation Features
     External Lists
     External Data Columns
     Business Data Web Parts
     External Content Type Picker
     External Item Picker
     Profile Pages
     Presentation Features in Office 2010


12   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
External Lists
     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
13   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Surfacing External Data
     External Data Columns
         Add data from external content types to standard SharePoint lists
         Can be made available as Content Controls in Word
     Web Parts (SharePoint Server 2010)
         Business Data List
         Business Data Item
         Business Data Item Builder
         Business Data Related List
         Business Data Connectivity Filter
         Chart Web Part
     External Data Search (SharePoint Server 2010)
         Integrate External Data into search results
14    www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Solution Types




     •   Surface data in External Lists
     •   Connect those lists to Outlook,
         SPW                                                     Create reusable components
                                                                  (UI parts, ECTs, actions)

                   Simple                  Intermediate                Advanced



15        www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
BCS Hello World Demo




16   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Authentication in BCS
     OOB Support for:
         Windows Authentication
         Forms Based Authentication
         Claims based Authentication
     Authentication modes
         Revert-to-Self (process account)
         Pass-through (logged on user)
         Single Sign On (Secure Store)
     Secure Store Service
         Can store windows credentials or non-windows credentials
         A credentials page available to gather credentials from a user & store it in SSS
         Extensibility to plug in another SSO
17    www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Authentication in BCS
                                    SharePoint Server

                Process Account
                                                                       Credentials
             External List                                             Ticket
                                                                       Delegation Token
                                       BCS                             Other
              Web Part
                                     Runtime
Logged-on     Application                                          Secure Store
                                                                   Service
   user




                    SAML Token                       Credentials
                                     Application
                                   Delegated Token                    PassThrough (Uses logged-on user)
                                                                      RevertToSelf (Uses process account)
                                                                      SSO Authentication (Credentials, etc. from Secure Store)
            Claims Aware Service                     Legacy LOB
                                      Web 2.0
Permissions in BCS
                                                                                Method Instance
 Metadata Catalog


                                                                Method             Parameter        Type Descriptor

                           Model                            Association Group   Filter Descriptor
                                         External Content
                       External System         Type
                                                                Identifier
                         (LobSystem)     External System
                                             Instance
                                                                 Action         Action Parameter




                      Can be assigned via UI & set on the object itself

                      Can be set on the object itself             Takes it permission from Parent
19                  www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Using Secure Store Service with BCS




20   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
BCS Associations
     Sales Order Table
                                             Customers Table




                                             Sales Order External List
     Sales Order External List




21       www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
BCS Associations
     Supported Associations
        One-to-many Associations - based on a foreign key
          A foreign key must be present in the External system
     Un-Supported Associations
        Many-to-Many Associations – no foreign key
           Users will have to develop these Associations in the XML of the
           BDC Model files manually using an XML editor or through
           another External Content Type designer such as Visual Studio
           2010.
        Associations with Multiple Related External Content Types
22   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
BCS Associations Demo




23   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Searching External Data
     Create Search Content Source
     Ensure Permissions are set
     Create ProfilePage Site
     Enable ProfilePages in BCS Central Admin
     Crawl




24   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Searching External Data using BCS Demo




25   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
External Lists and Workflows
     Workflows cannot be associated with an External List
        This does not mean that workflow does not work with external
        lists
        You can create a site workflow or list workflow and have it read or
        update from an external list
     Workflows accessing BCS will always run as service account,
     even under impersonation step
     Only supported with Secure Store Service (SSS) or
     RevertToSelf authentication modes

26   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Workflows and BCS




27   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Read BLOB using BCS Demo




28   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
BCS Limitations
     Workflows cannot be configured on External List
     Item level Permissions cannot be given on items in External
     List interface
     Export to Excel feature is not available on External Lists
     Versioning cannot be configured on items in External Lists
     Item History is not available in External Lists



29   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
BCS Limitations
     Datasheet View cannot be used in External Lists
     RSS Feed cannot be configured on External Lists
     Ratings are not supported on in External Lists
     ListData.svc can’t be used for providing REST based access
     to External List data
     External Data Columns cannot be used as Site Level
     columns (can’t be consumed in Site Level Content types)


30   www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
Related Content
     Breakout sessions - Wednesday, September 1 16:15 - 17:15
     OFS401 Business Connectivity Solutions Runtime and Object Model Deep Dive
     Breakout sessions - Monday, August 30 17:25 - 18:25
     OFS209 The new world of SharePoint 2010 Architecture & Administration
     Breakout sessions - Wednesday, September 1 10:40 - 11:40
     OFS307 Office 2010 and SharePoint 2010: The whole is greater…
     Breakout sessions - Tuesday, August 31 14:55 - 15:55
     OFS303 Claims based authentication in SharePoint 2010




31      www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
What is Included in BCS
BCS Feature               SharePoint Foundation   Standard Edition    Enterprise Edition



External List

External Data column

BDC Service

Connector Framework

Secure Store Service

External Data Search

Profile Pages

Business Data Web Parts

Rich Client Integration

                www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
© 2008 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.

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Building business applications using business connectivity services using share point designer 2010 (part 1)

  • 2. SESSION CODE: OFS203 Building Business Applications using BCS & SharePoint Designer 2010 Chakkaradeep Chandran (Chaks) Solutions Specialist Intergen
  • 3. Agenda Overview of Business Connectivity Services (BCS) Building BCS Solutions using SharePoint Designer 2010 BCS Authentication Workflows and BCS BCS Limitations More demos… 3 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 4. What is BCS A set of features that provide the capability to connect SharePoint 2010 and Office 2010 applications to any external system: Line-of-Business system (Microsoft Dynamics, Oracle, or Siebel) Web 2.0 service 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 4 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 5. What about Business Data Catalog (BDC) Introduced in Microsoft Office SharePoint 2007 Read/Write Support 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 take it offline? 5 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 6. BCS Features Write-back to External Systems Familiar UI More Connectivity Options Extensible Provider Model Batch and Bulk Operation Support Read BLOBs Read and Write-back of Complex Types Life Cycle Management Rich Client Integration 6 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 7. BCS Tooling Support SharePoint Designer 2010 Visual Studio 2010 7 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 8. Business Connectivity Services Design SharePoint Tools
  • 9. External Content Types Describes the schema and data access BCS Client capabilities of an external data source Customer and its behavior within Office and FirstName SharePoint LastName Email (WebService, DB, .Net object, LOB system, Web GetCustomer() 2.0 service, etc.) GetCustomers() UpdateCustomer() DeleteCustomer() BCS 11 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 10. Presentation Features External Lists External Data Columns Business Data Web Parts External Content Type Picker External Item Picker Profile Pages Presentation Features in Office 2010 12 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 11. External Lists 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 13 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 12. Surfacing External Data External Data Columns Add data from external content types to standard SharePoint lists Can be made available as Content Controls in Word Web Parts (SharePoint Server 2010) Business Data List Business Data Item Business Data Item Builder Business Data Related List Business Data Connectivity Filter Chart Web Part External Data Search (SharePoint Server 2010) Integrate External Data into search results 14 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 13. Solution Types • Surface data in External Lists • Connect those lists to Outlook, SPW Create reusable components (UI parts, ECTs, actions) Simple Intermediate Advanced 15 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 14. BCS Hello World Demo 16 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 15. Authentication in BCS OOB Support for: Windows Authentication Forms Based Authentication Claims based Authentication Authentication modes Revert-to-Self (process account) Pass-through (logged on user) Single Sign On (Secure Store) Secure Store Service Can store windows credentials or non-windows credentials A credentials page available to gather credentials from a user & store it in SSS Extensibility to plug in another SSO 17 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 16. Authentication in BCS SharePoint Server Process Account Credentials External List Ticket Delegation Token BCS Other Web Part Runtime Logged-on Application Secure Store Service user SAML Token Credentials Application Delegated Token PassThrough (Uses logged-on user) RevertToSelf (Uses process account) SSO Authentication (Credentials, etc. from Secure Store) Claims Aware Service Legacy LOB Web 2.0
  • 17. Permissions in BCS Method Instance Metadata Catalog Method Parameter Type Descriptor Model Association Group Filter Descriptor External Content External System Type Identifier (LobSystem) External System Instance Action Action Parameter Can be assigned via UI & set on the object itself Can be set on the object itself Takes it permission from Parent 19 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 18. Using Secure Store Service with BCS 20 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 19. BCS Associations Sales Order Table Customers Table Sales Order External List Sales Order External List 21 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 20. BCS Associations Supported Associations One-to-many Associations - based on a foreign key A foreign key must be present in the External system Un-Supported Associations Many-to-Many Associations – no foreign key Users will have to develop these Associations in the XML of the BDC Model files manually using an XML editor or through another External Content Type designer such as Visual Studio 2010. Associations with Multiple Related External Content Types 22 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 21. BCS Associations Demo 23 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 22. Searching External Data Create Search Content Source Ensure Permissions are set Create ProfilePage Site Enable ProfilePages in BCS Central Admin Crawl 24 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 23. Searching External Data using BCS Demo 25 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 24. External Lists and Workflows Workflows cannot be associated with an External List This does not mean that workflow does not work with external lists You can create a site workflow or list workflow and have it read or update from an external list Workflows accessing BCS will always run as service account, even under impersonation step Only supported with Secure Store Service (SSS) or RevertToSelf authentication modes 26 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 25. Workflows and BCS 27 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 26. Read BLOB using BCS Demo 28 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 27. BCS Limitations Workflows cannot be configured on External List Item level Permissions cannot be given on items in External List interface Export to Excel feature is not available on External Lists Versioning cannot be configured on items in External Lists Item History is not available in External Lists 29 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 28. BCS Limitations Datasheet View cannot be used in External Lists RSS Feed cannot be configured on External Lists Ratings are not supported on in External Lists ListData.svc can’t be used for providing REST based access to External List data External Data Columns cannot be used as Site Level columns (can’t be consumed in Site Level Content types) 30 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 29. Related Content Breakout sessions - Wednesday, September 1 16:15 - 17:15 OFS401 Business Connectivity Solutions Runtime and Object Model Deep Dive Breakout sessions - Monday, August 30 17:25 - 18:25 OFS209 The new world of SharePoint 2010 Architecture & Administration Breakout sessions - Wednesday, September 1 10:40 - 11:40 OFS307 Office 2010 and SharePoint 2010: The whole is greater… Breakout sessions - Tuesday, August 31 14:55 - 15:55 OFS303 Claims based authentication in SharePoint 2010 31 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 30. What is Included in BCS BCS Feature SharePoint Foundation Standard Edition Enterprise Edition External List External Data column BDC Service Connector Framework Secure Store Service External Data Search Profile Pages Business Data Web Parts Rich Client Integration www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources
  • 31. © 2008 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.