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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