Surfacing your External Data
using BCS in SharePoint 2013
Fabian Williams

SharePoint Architect
Planet Technologies, Inc.
...
SESSION TITLE

COREY ROTH
 Transplant

to Houston, TX

 Principal

Architect at Infusion
Development

 SP2

Apps for Sh...
SESSION TITLE

WHERE IS FABIAN?

www.devconnections.com

3
SESSION TITLE

FABIAN HAS CHICKEN POX!

www.devconnections.com

4
SESSION TITLE

FABIAN WILLIAMS
•

SharePoint Architect at Planet Technologies
in the Federal IW Practice

•

SharePoint Co...
SESSION TITLE

SOME CHANGES…
 No

Fabian = no alerts 

 Talk

will focus more on BCS and search
aspects now

 Feel

fr...
SESSION TITLE

AGENDA
 BCS

Overview

 Configuring

Search with BCS

 Customizing

Search for BCS

 Search

www.devcon...
SESSION TITLE

WHY DO I CARE?
 Line

of Business integration is a great
often unused SharePoint feature

 Use

SharePoin...
SESSION TITLE

BUSINESS CONNECTIVITY SERVICES
(BCS)

www.devconnections.com

9
SESSION TITLE

BCS OVERVIEW

www.devconnections.com

10
SESSION TITLE

SUMMARY OF WHAT’S IN BCS

www.devconnections.com

11
SESSION TITLE

LIMITATIONS AFFECTING BCS

www.devconnections.com

12
SESSION TITLE

EXTERNAL CONTENT TYPES

www.devconnections.com

13
SESSION TITLE

SECURE STORE

www.devconnections.com

14
SESSION TITLE

BCS WITH SEARCH
 Create

models with SPD or Visual Studio

 Be

sure to configure a profile page site in
...
SESSION TITLE

DEMO
BCS Configuration

www.devconnections.com

16
SESSION TITLE

SEARCH

www.devconnections.com

17
SESSION TITLE

CONFIGURING SEARCH WITH BCS
 Content

source

Source – used to index BCS

 Full

crawl required every tim...
SESSION TITLE

SEARCH SCHEMA
 Defines

what search can crawl, query, and
refine on

 Crawled

properties – discovered du...
SESSION TITLE

SEARCH SCHEMA WITH BCS
 Table

columns mapped to crawled properties

 Map

crawled properties to managed
...
SESSION TITLE

MANAGED PROPERTIES - ATTRIBUTES


Searchable – included in full-text index



Queryable – can be queried ...
SESSION TITLE

DEMO
Search configuration with BCS

www.devconnections.com

22
SESSION TITLE

DISPLAY TEMPLATES
 Customize
 Allows

results

how individual search results look

BCS table columns to b...
SESSION TITLE

DISPLAY TEMPLATES

www.devconnections.com

24
SESSION TITLE

DEMO
Searching external content in SharePoint

www.devconnections.com

25
SESSION TITLE

BUILDING A SEARCH APP

www.devconnections.com

26
SESSION TITLE

QUERYING SEARCH
 New

Search REST API added

 Available

at /_api/search/query



Use querytext paramete...
SESSION TITLE

REST + JAVASCRIPT
 Assemble

REST API URL



Include path to REST API



Use KQL in querytext parameter
...
SESSION TITLE

REST + JAVASCRIPT CODE

www.devconnections.com

29
SESSION TITLE

SEARCH APP
 Use

JavaScript and REST API to search
our BCS source

 Result

BCS

source used to pre-filte...
SESSION TITLE

DEMO
Building an app to search external data

www.devconnections.com

31
SESSION TITLE

RECAP
 BCS

Overview

 Configuring

Search with BCS

 Customizing

Search for BCS

 Search

www.devconn...
SESSION TITLE

RESOURCES
Search with REST and JavaScript

http://bit.ly/16LmtDj
BCS and Subscriptions

http://bit.ly/14ysP...
SESSION TITLE

QUESTIONS?

www.devconnections.com

34
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Surfacing Your External Data using BCS in SharePoint 2013 - Dev Connections 2013

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Surfacing Your External Data using BCS in SharePoint 2013 - Dev Connections 2013

  1. 1. Surfacing your External Data using BCS in SharePoint 2013 Fabian Williams SharePoint Architect Planet Technologies, Inc. @fabianwilliams Corey Roth Principal Architect Infusion @coreyroth
  2. 2. SESSION TITLE COREY ROTH  Transplant to Houston, TX  Principal Architect at Infusion Development  SP2 Apps for SharePoint 2013  Four-timeMicrosoft  Specializing www.devconnections.com SharePoint MVP in ECM, Search, and apps 2
  3. 3. SESSION TITLE WHERE IS FABIAN? www.devconnections.com 3
  4. 4. SESSION TITLE FABIAN HAS CHICKEN POX! www.devconnections.com 4
  5. 5. SESSION TITLE FABIAN WILLIAMS • SharePoint Architect at Planet Technologies in the Federal IW Practice • SharePoint Community Activist • • SharePoint Saturday Speaker • • International Speaker MS SharePoint Conference Speaker Avid/Incessant Blogger/Tweeter/Social Media Menace • • • @fabianwilliams http://www.sharepointfabian.com/blog Send him a tweet wishing him to get well soon! www.devconnections.com 5
  6. 6. SESSION TITLE SOME CHANGES…  No Fabian = no alerts   Talk will focus more on BCS and search aspects now  Feel free to leave…no hard feelings  www.devconnections.com 6
  7. 7. SESSION TITLE AGENDA  BCS Overview  Configuring Search with BCS  Customizing Search for BCS  Search www.devconnections.com App 7
  8. 8. SESSION TITLE WHY DO I CARE?  Line of Business integration is a great often unused SharePoint feature  Use SharePoint to search custom applications instead of writing your own  Allows global enterprise-wide search across SharePoint and applications www.devconnections.com 8
  9. 9. SESSION TITLE BUSINESS CONNECTIVITY SERVICES (BCS) www.devconnections.com 9
  10. 10. SESSION TITLE BCS OVERVIEW www.devconnections.com 10
  11. 11. SESSION TITLE SUMMARY OF WHAT’S IN BCS www.devconnections.com 11
  12. 12. SESSION TITLE LIMITATIONS AFFECTING BCS www.devconnections.com 12
  13. 13. SESSION TITLE EXTERNAL CONTENT TYPES www.devconnections.com 13
  14. 14. SESSION TITLE SECURE STORE www.devconnections.com 14
  15. 15. SESSION TITLE BCS WITH SEARCH  Create models with SPD or Visual Studio  Be sure to configure a profile page site in BCS  Be sure and set Title column www.devconnections.com 15
  16. 16. SESSION TITLE DEMO BCS Configuration www.devconnections.com 16
  17. 17. SESSION TITLE SEARCH www.devconnections.com 17
  18. 18. SESSION TITLE CONFIGURING SEARCH WITH BCS  Content source Source – used to index BCS  Full crawl required every time schema is changed  No security trimming by default  Default content access account needs permissions to:  Database (read only)  BCS (Execute / Select in Clients) www.devconnections.com 18
  19. 19. SESSION TITLE SEARCH SCHEMA  Defines what search can crawl, query, and refine on  Crawled properties – discovered during crawl  Managed  2013 level properties – usable by search - Defined at tenant, site collection, and site  More granular and configurable in 2013 www.devconnections.com 19
  20. 20. SESSION TITLE SEARCH SCHEMA WITH BCS  Table columns mapped to crawled properties  Map crawled properties to managed properties to:  Display values in search results  Query against values  Configure refinement www.devconnections.com 20
  21. 21. SESSION TITLE MANAGED PROPERTIES - ATTRIBUTES  Searchable – included in full-text index  Queryable – can be queried specifically  Retrievable – can be displayed in search results  Refinable – used in refinement panel  Sortable – built-in now!  Safe – displayed for anonymous users  Complete Matching – requires exact match www.devconnections.com 21
  22. 22. SESSION TITLE DEMO Search configuration with BCS www.devconnections.com 22
  23. 23. SESSION TITLE DISPLAY TEMPLATES  Customize  Allows results how individual search results look BCS table columns to be shown in search  Use managed properties marked with Retrievable  Managed www.devconnections.com as HTML snippets in Design Manager 23
  24. 24. SESSION TITLE DISPLAY TEMPLATES www.devconnections.com 24
  25. 25. SESSION TITLE DEMO Searching external content in SharePoint www.devconnections.com 25
  26. 26. SESSION TITLE BUILDING A SEARCH APP www.devconnections.com 26
  27. 27. SESSION TITLE QUERYING SEARCH  New Search REST API added  Available at /_api/search/query  Use querytext parameter to query  Enclose query in single quotes  Example   Test http://server/_api/search/query?querytext=’SharePoint’ directly in the browser www.devconnections.com 27
  28. 28. SESSION TITLE REST + JAVASCRIPT  Assemble REST API URL  Include path to REST API  Use KQL in querytext parameter  Use $.ajax() to execute query  Include Headers: { “Accept”: “application/json; odata=verbose” }  Retrieve  search results from: data.d.query.PrimaryQueryResult.RelevantResults.Table.Ro ws.results www.devconnections.com 28
  29. 29. SESSION TITLE REST + JAVASCRIPT CODE www.devconnections.com 29
  30. 30. SESSION TITLE SEARCH APP  Use JavaScript and REST API to search our BCS source  Result BCS source used to pre-filter results for www.devconnections.com 30
  31. 31. SESSION TITLE DEMO Building an app to search external data www.devconnections.com 31
  32. 32. SESSION TITLE RECAP  BCS Overview  Configuring Search with BCS  Customizing Search for BCS  Search www.devconnections.com App 32
  33. 33. SESSION TITLE RESOURCES Search with REST and JavaScript http://bit.ly/16LmtDj BCS and Subscriptions http://bit.ly/14ysPHe www.devconnections.com 33
  34. 34. SESSION TITLE QUESTIONS? www.devconnections.com 34
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