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Share point techfest 2011 user driven data sources
 

Share point techfest 2011 user driven data sources

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This was a presentation that Andrew Alexander made at SharePoint TechFest on May 19, 2011 in Irving, TX. For more information, please see more about Cogent at www.cogentcompany.com.

This was a presentation that Andrew Alexander made at SharePoint TechFest on May 19, 2011 in Irving, TX. For more information, please see more about Cogent at www.cogentcompany.com.

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Share point techfest 2011 user driven data sources Share point techfest 2011 user driven data sources Presentation Transcript

  • SharePoint TechFest 2011
    Leveraging SharePoint lists as user-driven data sources
  • 2
    © 2011 Cogent Company. Proprietary and Confidential.
    Agenda
    • Goal
    • Why you should care
    • Our Business Scenario
    • Solution
    • Architecture overview
    • Implementation steps
    • Demo
    • Gotchas
    • Conclusion
    Sites
    Communities
    Composites
    Content
    Insights
    Search
  • 3
    © 2011 Cogent Company. Proprietary and Confidential.
    Goal
    Business Collaboration Platform
    • Show how a SharePoint list should be built to be used for SQL Integration
    • Show how the steps in SQL Server allow you to leverage the data
    • Show how to repopulate a SharePoint list from SQL Server
    • How to use PowerShell to interact with SharePoint
    Data Infrastructure & BI Platform
    SQL Server
    SharePoint List
  • Why you should care
    Respond to outside market/industry forces
    The IT department doesn’t have foresight into the market and how outside forces can affect a critical business function.
    Lynch pin problem
    More often then not there is one person who manages a certain business process or knowledge base that if they were gone tomorrow would cause problems with how the department operates.
    4
    © 2011 Cogent Company. Proprietary and Confidential.
  • 5
    © 2011 Cogent Company. Proprietary and Confidential.
    Healthcare Industry
    Month End close is dependent on accurate medical rates for revenue estimation and reporting
    Medical rates driven by outside forces (Government/Industry)
    Finance manager responsible for keeping accurate rates
    The problem
    Month end reporting is dependent on monthly medical rates for accurate calculation
    One person manages the data
    Our Business Scenario
  • 6
    © 2011 Cogent Company. Proprietary and Confidential.
    Solution Architecture
    (Lynch Pin issue) – SharePoint List
    BIDS SSIS Solution
    SharePoint Connector
    Execute SQL commands
    (Data Management issue) - SQL Server
    Temp tables and merge function
    PowerShell Script
    Truncate list
    Status Indicator
  • 7
    © 2011 Cogent Company. Proprietary and Confidential.
    SharePoint List
    Primary Key
    Title Field
  • 8
    © 2011 Cogent Company. Proprietary and Confidential.
    BIDS Solution
    SharePoint Connector
    CodePlex - SharePoint List Source and Destination
    http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
  • 9
    © 2011 Cogent Company. Proprietary and Confidential.
    SQL Server 2008
    Nothing out of the ordinary if you’re familiar with the Merge Function
    Merge Function
    Staging table and History Table
    Easy to handle slowly changing data
    Inbound and outbound temp tables
    But Incase you aren’t familiar with it
    MERGE Demo D
    USING Temp T
    ON D.ID = T.ID and D.Name = T.Name
    WHEN MATCHED THEN UPDATE SET
    D.Rate = T.Rate
    WHEN NOT MATCHED BY TARGET THEN INSERT (Rate)
    VALUES T.Rate
    OUTPUT $action INTO @RateChanges;
  • 10
    © 2011 Cogent Company. Proprietary and Confidential.
    Truncate Table
    Firm understanding of list location
    PowerShell Script
    [System.Reflection.Assembly]::LoadWithPartialName(“Microsoft.SharePoint”) | out-null
    $oContentService = [Microsoft.SharePoint.Administration.SPWebService]::ContentService;
    [Microsoft.SharePoint.Administration.SPWebApplicationCollection]$waColl = $oContentService.WebApplications;
    $siteUrl = “http://win-bidemo”
    $webName = “”
    $listName = "Demo List"
    $spSite = new-object Microsoft.SharePoint.SPSite($siteurl)
    $spWeb = $spSite.OpenWeb($webName)
    $spList = $spWeb.Lists[$listName]
    foreach($item in $spList.items) { $deaditem = $splist.GetItemById($item.ID); $deaditem.Delete(); }
  • DEMO
    11
    © 2011 Cogent Company. Proprietary and Confidential.
  • 12
    © 2011 Cogent Company. Proprietary and Confidential.
    Additional Functionality
    SharePoint list trigger for real time updates and “What if” scenarios
    Surface data in SSAS Cube
    Slowly changing data
    Auditing
    Status Indicator
  • Gotchas
    Keep the Title
    You can’t delete the title on a content type so just hide it and make it not required
    Primary Key
    Remember databases work from keys, so a primary key is needed in your SharePoint List for data integrity between SharePoint and SQL Server
    SharePoint Connector
    Must truncate SharePoint list before you can write back to them
    From SharePoint to SQL Server
    Use Ntext as SQL Server data type instead of varchar from SharePoint to SQL Server destination tables
    From SQL Server to SharePoint list
    Float instead of decimal for moving SQL Server data to SharePoint list
    nvarchar instead of Int for moving SQL Server data to SharePoint list
    PowerShell
    Take note if SSIS is executing in a 64bit machine and not 86bit
    PowerShell executable file is different.
    13
    © 2011 Cogent Company. Proprietary and Confidential.
  • 14
    © 2011 Cogent Company. Proprietary and Confidential.
    Conclusion
    Quick to implement solution for user driven data that needs to be leveraged for Data Warehouse.
    Structure and Unstructured Data
    Easy to leverage slowly changing data
    Take the responsibility out of the IT department
    Take away the lynch pin of a business process and move it away from sole ownership
  • Reference Links
    SharePoint list Source and Destination Connector
    http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
    PowerShell
    http://social.msdn.microsoft.com/Forums/en-US/sqlintegrationservices/thread/216d2ee6-0f04-480f-808d-8241bc4a8d18/
    http://stackoverflow.com/questions/3913498/sharepoint-script-fails-when-run-as-a-visual-studio-post-deployment-command
    15
    © 2011 Cogent Company. Proprietary and Confidential.
  • Q&A
    16
    © 2011 Cogent Company. Proprietary and Confidential.
  • 17
    © 2011 Cogent Company. Proprietary and Confidential.
    Andrew Alexander
    Andrew.Alexander@CogentCompany.com