Sql Saturday 228 Rapid Data Integration Using SharePoint BCS

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Sql Saturday 228 Rapid Data Integration Using SharePoint BCS

  1. 1. Rapid Data Integration using SharePoint Business Connectivity Services (BCS) Anthony Obi SQLSaturday #228: 28th September 2013
  2. 2. About Me  Independent SharePoint Consultant - Obilogic Ltd  Working with SharePoint since Portal Server 2001  MCITP / MCTS SharePoint 2010  Blog: http://community.obilogic.co.uk  Twitter: @obilogic  Email: aobi@obilogic.co.uk
  3. 3. Agenda What is SharePoint Business Connectivity Services (BCS)? Setting up Business Connectivity Services (BCS) How to Recognise Different Types of Trees From Quite a Long Way Away Working with External SQL Data: Connecting to SQL Databases SQL Authentication Options Performing ‘CRUDQ’ operations Displaying SQL Data using Business Data Web Parts Real World Scenarios: Know Your SharePoint Environment The ‘Cloud’
  4. 4. Agenda What is SharePoint Business Connectivity Services (BCS)? Setting up Business Connectivity Services (BCS) How to Recognise Different Types of Trees From Quite a Long Way Away Working with External SQL Data: Connecting to SQL Databases SQL Authentication Options Performing ‘CRUDQ’ operations Displaying SQL Data using Business Data Web Parts Real World Scenarios : Know Your SharePoint Environment The ‘Cloud’
  5. 5. Environment TWO-TIER FARM • SharePoint 2013 Enterprise Edition • SharePoint Designer 2013 • SQL 2008 R2 (x2 instances) • All SharePoint Databases • Adventure Works 2008 R2 Sample DBs available via http://msftdbprodsamples.codeplex.com/ and/or http://social.technet.microsoft.com/wiki/contents/a rticles/3735.sql-server-samples-readme-en-us.aspx
  6. 6. SQL Server DBs SQL Instance 001 SharePoint DBs SQL Instance 002 Sample Databases Database: AdventureWorks2008R2 Table Name: Production.ProductModel Table Name: Production.Product
  7. 7. So… What is Business Connectivity Services? Business Connectivity Services is a centralized service in SharePoint that enables the use of SharePoint and Office clients as interfaces to data which is stored externally to SharePoint itself.
  8. 8. What is Business Connectivity Services? (…the Long Version!) Business Connectivity Services is a centralized infrastructure in SharePoint that supports integrated data solutions. With Business Connectivity Services, you can use SharePoint and Office clients as interfaces into data that doesn’t live within SharePoint itself. For example, this external data may be in a database and is accessed by using the out-of-the-box BCS connector for that database. Business Connectivity Services can also connect to data that is available through a web service, or data that is published as an OData source or many other types of external data. It does this through out-of-the box or custom connectors. The connectors, as the name implies, are the communication bridge between SharePoint and the external system that hosts the external data http://technet.microsoft.com/en-us/library/ee661740.aspx#section1 Business Connectivity Services (BCS) was introduced in SharePoint Server 2010 as an evolution of the Business Data Catalog (BDC) released in SharePoint Server 2007. BCS enables SharePoint 2013 to work with data that is hosted externally. Possible sources can include databases, web services, Windows Communication Foundation (WCF) services, Open Data Protocol (OData) sources, and other proprietary data that can be accessed by using custom .NET assemblies. http://msdn.microsoft.com/en-us/library/jj163251.aspx
  9. 9. What is Business Connectivity Services? SharePoint 2013 Presentation External Lists External Columns Web Parts Business Connectivity Services External Content Types (ECTs) Connectors Sample Data Database: AdventureWorks2008R2 Table Name: Production.ProductModel Table Name: Production.Product Secure Store
  10. 10. What is Business Connectivity Services? (…the Long Picture Version) http://technet.microsoft.com/en-us/library/ee661740.aspx#section1
  11. 11. Demo 01 Creating the Business Connectivity Services Service Application
  12. 12. … via the GUI
  13. 13. … via PowerShell #Get SharePoint ServiceApp Application Pool $AppPool = Get-SPServiceApplicationPool -Identity <AppPoolName> #Create New SharePoint BCS Service Application $ServiceApplication = New-SPBusinessDataCatalogServiceApplication – ApplicationPool $AppPool –DatabaseName <BCSDatabaseName> –DatabaseServer <DatabaseServer> –Name <NewBCSServiceName> #Get SharePoint BCS Service Instance $ServiceInstance = Get-SPServiceInstance | Where-Object { $_.TypeName -like "*Business*" } #Start SharePoint BCS Service Instance Start-SPServiceInstance $ServiceInstance
  14. 14. Demo 02 Creating External Content Types (ECTs)
  15. 15. … via SharePoint Designer
  16. 16. … Authentication Options
  17. 17. Demo 03 Creating the Secure Store Service Application
  18. 18. … via the GUI
  19. 19. … via PowerShell #Get SharePoint ServiceApp Application Pool $AppPool = Get-SPServiceApplicationPool -Identity <AppPoolName> #Create New SharePoint SecureStore Service Application $ServiceApplication = New-SPSecureStoreServiceApplication –ApplicationPool $AppPool –AuditingEnabled:$false –DatabaseName <SecureStoreDatabaseName> –DatabaseServer <DatabaseServer> –Name <NewSecureStoreServiceName> #Create New SecureStore Service Application Proxy $ServiceApplicationProxy = New-SPSecureStoreServiceApplicationProxy – ServiceApplication $ServiceApplication –Name <NewSecureStoreProxyName> #Get SharePoint SecureStore Service Instance $ServiceInstance = Get-SPServiceInstance | Where-Object { $_.TypeName -like "*Secure*" } #Start SharePoint BCS Service Instance Start-SPServiceInstance $ServiceInstance
  20. 20. Example External Content Type (ECT)
  21. 21. Demo 04 Creating External Lists
  22. 22. Demo 05 Creating CRUDQ (or CRRUD) ECT Operations
  23. 23. … via SharePoint Designer
  24. 24. Demo 06 Creating CRUDQ External Lists in SharePoint
  25. 25. Business Data Web Parts The Business Data Web Parts are designed to work with data from external lists Main benefits: No coding required Business Data Web Parts enable you to display data on your SharePoint site without writing any code. Reusability Business Data Web Parts are generic and can show any type of data (entity) registered in the Business Data Catalog. Connect-ability Business Data Web Parts support 'Web Part connections' and make it easier to create Master-Detail applications (without writing any code). For example, you can display ‘products’ and their ‘details’ using the ‘Business Data List’ and ‘Business Data Item’ Web Parts by simply connecting them.
  26. 26. Business Data Web Parts SharePoint 2013 includes six ‘Business Data Web Parts’ Web Part Description Business Data List Business Data Item Business Data Actions Business Data Connectivity Filter Displays a list of items from an external list. Displays an item from an external list. Displays an action of an external list. Filters the contents of a connected Business Data Web Part by using a list of values from an external list. Creates a Business Data item from parameters in a URL query string and provides it to other Business Data Web Parts. Displays a list of child items related to a parent item from an external list. Requires an association. Business Data Item Builder Business Data Related List http://office.microsoft.com/en-gb/sharepoint-server-help/use-the-business-data-web-partsHA102770986.aspx
  27. 27. Demo 07 Displaying SQL Data using Business Data Web Parts
  28. 28. Business Data Web Parts
  29. 29. And Now…
  30. 30. Real World Scenarios Know Your SharePoint Environment When you create or use a SharePoint BCS solution, there are significant differences in the features and functionality available based on your SharePoint environment.
  31. 31. Real World Scenarios Know Your SharePoint Environment On-premise If you create a solution in which your users and your solution are entirely onpremise, then all Business Connectivity Services features are supported. http://office.microsoft.com/en-gb/sharepoint-server-help/introduction-to-external-dataHA102891586.aspx#_Toc353550777
  32. 32. Real World Scenarios Know Your SharePoint Environment Cloud If you are using SharePoint Online (Plan 2, E3 and E4) in Office 365, then only a subset of features are available. Furthermore, you can only connect to these data sources: 1. 2. 3. WCF Web Services Odata SQL Server Azure. http://office.microsoft.com/en-gb/sharepoint-server-help/introduction-to-external-dataHA102891586.aspx#_Toc353550777
  33. 33. Real World Scenarios Know Your SharePoint Environment SharePoint Versions Feature SharePoint 2013 SharePoint 2010 Office 365 BCS: Business Data Webparts Yes Yes Yes BCS: Profile Pages Yes Yes No BCS: External List Yes Yes Yes BCS: Secure Store Service Yes Yes Yes BCS: Rich Client Integration Yes Yes No BCS: Alerts for External Lists Yes No Yes BCS: App Scoped ECTs Yes No Yes BCS: OData Connector Yes No Yes BCS: Tenant-Level External Data Log Yes No Yes http://technet.microsoft.com/en-us/library/jj819267.aspx
  34. 34. Real World Scenarios Know Your SharePoint Environment On-premise “all Business Connectivity Services features are supported” (..nudge, nudge, wink, wink) Feature SharePoint 2013 Enterprise CAL SharePoint 2013 SharePoint 2013 Standard CAL Foundation BCS: Business Data Webparts Yes Yes No BCS: Profile Pages Yes Yes No BCS: External List Yes Yes Yes BCS: Secure Store Service Yes Yes Yes BCS: Rich Client Integration Yes No No BCS: Alerts for External Lists Yes Yes No BCS: App Scoped External Content Yes Types (ECTs) Yes No BCS: OData connector Yes Yes No BCS: Tenant-Level External Data Log Yes No No http://technet.microsoft.com/en-us/library/jj819267.aspx#bkmk_FeaturesOnPremise
  35. 35. Real World Scenarios Know Your SharePoint Environment Cloud – O365 BCS feature availability across Office 365 Plans Feature Small / Midsize Business Enterprise E1/ K1 Education A2 Government G1 / K1 Enterprise E3 / E4 Education A3 /A4 Government G3 / G4 BCS: Business Data Webparts No Yes BCS: Profile Pages No No BCS: External List No Yes BCS: Secure Store Service No Yes BCS: Rich Client Integration No No BCS: Alerts for External Lists No Yes BCS: App Scoped External Content No Types (ECTs) Yes BCS: OData connector No Yes BCS: Tenant-Level External Data Log No Yes http://technet.microsoft.com/en-us/library/jj819267.aspx#bkmk_tableo365
  36. 36. Real World Scenarios Know Your SharePoint Environment Cloud BCS feature availability across SharePoint Online service plans Feature SharePoint Online Plan 1 SharePoint Online Plan 2 BCS: Business Data Webparts No Yes BCS: Profile Pages No No BCS: External List No Yes BCS: Secure Store Service No Yes BCS: Rich Client Integration No No BCS: Alerts for External Lists No Yes BCS: App Scoped External Content No Types (ECTs) Yes BCS: OData connector No Yes BCS: Tenant-Level External Data Log No Yes http://technet.microsoft.com/en-us/library/jj819267.aspx#bkmk_tablespo
  37. 37. Real World Scenarios Know Your SharePoint Environment Hybrid Your organization may already have significant investments in on-premise data sources, but may also be in a hybrid SharePoint environment, in which some employees are on-premise and some are in the cloud. It is possible to create a hybrid external data solution so that users in the cloud can access an on-premise data source. However, you can connect to any supported on-premise data source, but you must use OData Services (..and extensive development and configuration may be required) http://office.microsoft.com/en-gb/sharepoint-server-help/introduction-to-external-dataHA102891586.aspx#_Toc353550777
  38. 38. Resources Business Connectivity Services in SharePoint 2013 http://office.microsoft.com/en-gb/sharepoint-server-help/introduction-to-externaldata-HA102891586.aspx http://technet.microsoft.com/en-us/library/ee661740.aspx http://msdn.microsoft.com/en-us/library/jj163251.aspx BCS & Secure Store PowerShell Cmdlets http://technet.microsoft.com/en-us/library/ff793361.aspx http://technet.microsoft.com/en-us/library/ee906549.aspx Compare Feature Availability http://technet.microsoft.com/en-us/library/jj819267.aspx Business Data Web Parts http://office.microsoft.com/en-gb/sharepoint-server-help/use-the-business-data-webparts-HA102770986.aspx

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