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

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Slides from my talk on BCS and Search at 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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