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No-Code BCS Solutions and Limitations, Overcome No-Code Limitations. …

No-Code BCS Solutions and Limitations, Overcome No-Code Limitations.

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  • Viktor
  • Viktor
  • ViktorRead-write. You can create, read, update and delete external data from SharePoint and Office applications. More connectivity options. In addition to database and web services, connect to WCF services or plug your own code into a .Net assembly connector to handle transformation or aggregation of data. Full support for Claims-enabled services as well as Secure Store Service (formerly SSO) to map user credentials. Design and customization tools. Huge investments in SharePoint Designer 2010 and Visual Studio 2010 to allow creation and customization of code-less and code-based solutions. Composite solutions can be collaboratively built by a team with each member using the tool(s) of their choice. Build applications faster and easier. Rich Client integration. Expose data as a native SharePoint list and then connect it to SharePoint Workspace or Outlook. Customize InfoPath forms to add business logic surfaced consistently in SharePoint and SharePoint Workspace. Customize Outlook to provide views, forms, ribbon buttons or show contextual data in a taskpane – all without writing code!Work online or offline. External data is cached in a SQL CE database installed with Office 2010. When connectivity is lost, the cache automatically goes into offline mode. When connectivity is restored, BCS can synchronize data changes directly to the external system.Application Lifecycle. Deploy composite SharePoint solutions to Office 2010 machines, and enable users to check for updates to those solutions.
  • Viktor
  • Viktor
  • Hans
  • HansSQLWCFIn VS.Net Assembly connector: Writtenforperticularinstance: foryourperticular exchange server, quarcks -> creater IT staffCustom Connector: big C: Writtenforany type system, forany exchange server -> 3the partystogive access totheir productBDC -> nameingconventionfrom 2007 B D Catalog -> set of compontentto do thing -> Runtime: API -> MetaData: Store Declarative XML, Describeseexternal system, andhow we gone access it-> Get Data intosharepoint-> First run intoExternal List-> Culomnsandsuplementprofiles, Lists, IMPORTANT : SymetryBDC Client Runtime; Client Side Cache (metadata store, take things offline)->Useit -> useit in outlook vb -> or Custom solutionsVSTO PackageWhenyou take External List offline whenyousyncto outlook ->Creation of VSTO click once package -> server toclientWhenyou take data offline -> always direct one.-> youdontneedsharepointanymore
  • HansYoucancreate in BCSBasic (no code) Server solution: SP DesignerWhy is Excel on the list?-> Already in dbLeft: No Code Solutions
  • Jan
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  • Hans
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  • HansKeyMilestone!Looksjust the same…Document – Folder / Excel – YearNo Code solutions -> For easy solutions -> No blobIn BussinesLine -> no access toedit
  • Hans
  • HansBCSSubset of operations with no way to customize the implementation-> Stream-> Blob in db->
  • How do we take control of this?Have tounderstand the undelying XMLSystem.Io.Stream
  • HansASP.netproblemchildren
  • HansBCSSubset of operations with no way to customize the implementation-> Stream-> Blob in db->
  • Hans
  • HansBCSSubset of operations with no way to customize the implementation-> Stream-> Blob in db->
  • Hans2 ways search securityBinarySecurityDescriptorAccessorDoes its Trimming at crawl timeChecks securityIs check index, it knows it alreadyefficientAccess Checker Not always possible, with different usernames and passwordsQuery time trimGet results out of indexCan scott see this…,….SlowTak Care, limit to 200, narrow queryNo-code solution knows already how to search
  • Hans
  • Hans
  • HansBinarySecurityDescriptorAccessor-> implementing->CrawltimeAccess Checker->Slow->QueryTime
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Transcript

  • 1. 14 July, 2010
    SharePoint 2010 Business Connectivity Services-
    Possibilities and Limitations
  • 2. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Summary
    Overview of BCS
    BCS Architecture
    Gettingstarted
    No-Code BCS Solutions and Limitations
    Overcome No-Code Limitations
    Test Cases
    Questions & Answers
  • 3. What is BCS, previously BDC
    Business Connectivity Services (BCS) is the way to bring your external data to SharePoint sites. 
    SharePoint 2007 had a similar facility, Business Data Catalog (BDC), which made external data available within its site.
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 4. What's new in SP 2010 BCS:
    Read-write.
    More connectivity options.
    Design and customization tools.
    Rich Client integration.
    Work online or offline.
    Application Lifecycle.
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 5. Where we (are going to) use BCS / BDC @ Orbit One
    Education International – Membership Dues (SP 2007, BDC to CRM)
    Orbit One Intranet – FogBugz
    Lucerna school, Students’ Follow-Up – Data from Informat
    InSites Consulting – Navision (projects, clients,...)
    Amonis – Panoramix (internal ERP)
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 6. What editions of 2010 is it in, and what are the differences
    Foundation
    Business Connectivity Services
    Standard
    Business Connectivity Services Profile Page
    Enterprise
    Business Data Integrationwith the Office Client
    Business Data Web Parts
    In 2007 BDC was only in Enterprise Edition
    http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-Comparison.aspx
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 7. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Summary
    Overview of BCS
    BCS Architecture
    Gettingstarted
    No-Code BCS Solutions and Limitations
    Overcome No-Code Limitations
    Test Cases
    Questions & Answers
  • 8. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    BCS Architecture
    Office 2010 Client
    SharePoint Server 2010
    CustomCode
    External Business Parts
    ExternalList
    VSTO Package
    Office Integration
    SharePoint Site
    BDC ClientRuntime
    BDC ServerRuntime
    Cache
    Metadata
    Business Data Connectivity
    Business Data Connectivity
    WCF
    .NET Assembly
    Custom
    Connectors
    SQL
  • 9. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Solution Types
    Client
    Microsoft Word
    Microsoft Outlook
    VSTO Solutions
    SharePoint Workspace
    Declarative Solutions
    Basic
    Advanced
    SharePoint Designer
    .NET Assembly Connector
    Custom Web Parts
    Server
  • 10. Connections
    SQL (FogBugz)
    WCF (Lucerna)
    .Net
    When to choose? What are limitations of each?
    We make a site with three different connections
    Connections are prepared in advance
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 11. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Summary
    Overview of BCS
    BCS Architecture
    Gettingstarted
    No-Code BCS Solutions and Limitations
    Overcome No-Code Limitations
    Test Cases
    Questions & Answers
  • 12. Prerequisites
    Permissions
    External data source (example: WCF)
    Who makes BCS?
    Information worker (“no-code”)
    Developer (code)
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 13. How to make a list in BCS
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 14. How to make a list in BCS
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 15. Set user permission to BCS
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 16. How to make a list in BCS
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 17. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Summary
    Overview of BCS
    BCS Architecture
    Gettingstarted
    No-Code BCS Solutions and Limitations
    Overcome No-Code Limitations
    Test Cases
    Questions & Answers
  • 18. Whatcanyou do with BCS
    Search:
    Crawling of the external database (indexing)
    Show in SharePoint search results
    Drill down / filter using facets
    External list
    List with bcs property
    Webparts
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 19. DemoExternal document management system (DMS): Quick Walktrough
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    14 July, 2010
  • 20. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    External DMS: Data
    Excel Documents: Generated with points of students
    Hierarchy: Documents organized by year
    Search support: into these documents
  • 21. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    External Content Type List
    Start SharePoint Designer
    Create External List
  • 22. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    External DMS: Result
    http://hdesmedt-deskt/sites/HansPoint/default.aspx
  • 23. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Challenges with No-Code Solutions
    Subset of operations with no way to customize the implementation
    No folder support
    No attachment support
    No search security support
    No support for Word or Excel add-ins
  • 24. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Subset of operations with no way to customize the implementation
    XML file
    Declarative
    Connector LobSystem Type: Dot Net Assembly
  • 25. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Subset of operations with no way to customize the implementation
    Out-of-the-box webpart knowswhatIo.Stream is!
    Operations SPD doesn’t have
  • 26. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Intermezzo
    SharePoint Development
    Binding tosharepoint?
    Ifyou have Custom Database
    Use SharePoint WebPartsto show it via DeclaritiveXML
    Write BCS appagainstthat
    No Binding
    No Guiding
    BCS is the way tobringapplicationsto SharePoint
  • 27. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Challenges with No-Code Solutions
    Subset of operations with no way to customize the implementation
    No folder support
    No attachment support
    No search security support
    No support for Word or Excel add-ins
  • 28. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Overcoming UI Limitations
    Use BCSto call the external system
    Visual Webpart: GridView
    Retrieve items for the current folder from DB
  • 29. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Challenges with No-Code Solutions
    Subset of operations with no way to customize the implementation
    No folder support
    No attachment support
    No search security support
    No support for Word or Excel add-ins
  • 30. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    No search security support
    What happens:
    • ReadAllItems
    • 31. 1 root finder method – builds index
    • 32. ShowInSearchUI
  • 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    No search security support
    Security
    • Secure Store Service
    • 33. Maps windowsidtoyouridentities (GetDmsUserName)
    • 34. Single sign on service
    • 35. Individual/ Group maps
  • 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    No search security support
    Customizations
    Url
    Author

  • 36. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Challenges with No-Code Solutions
    Subset of operations with no way to customize the implementation
    No folder support
    No attachment support
    No search security support
    No support for Word or Excel add-ins
  • 37. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    No support for Word or Excel add-ins
    Overview of your documents
    99% Word Add-in
    Same Code as WebPart
    Same as syncwith Outlook
  • 38. 14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    Summary
    No-Code BCS Solutions are great for a quick start
    Lots of support for operations, associations, search, sync
    Can’t control the implementation
    Has some limitations around folders, attachments
    Overcoming No-Code Limitations
    .NET Assembly Connectors
    Custom Web Parts
    Search Security
    Data-Only Solutions
    Custom VSTO Solutions
  • 39. What are the limitations?
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    14 July, 2010
  • 40. BCS External List Limitations
    Be careful!
    Workflows cannot be configured on External Lists
    Cannot create Information Management Policies
    No versioning or history
    No Inline Editing or Datasheet View out of the box
    No ratings
    No "No-Code" ability to Export to Excel, Create Visio Diagram, Open with Access or Open with Project
    No REST access through ListData.svc to External Lists
    No RSS Feeds
    No Item Level Permissions
    No item or field level validation
    http://www.sharepointanalysthq.com/2010/07/bcs-external-list-limitations/
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 41. Can we do itwith BCS list?
    Define columns to display?
    Yes
    Sort?
    Yes
    Filter?
    Yes
    Group?
    Yes
    Calculate?
    No
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 42. Can we do itwith BCS item picker?
    Search in item picker – how does it work?
    Can be chosen during configuration
    Search complete value (Filter Type = Comparison)
    Search beginning of the value
    Search any substring (Filter Type = Wildcard)
    What fields are searched in item picker?
    Can be defined in come from SQL
    Not from WCF
    Can we use cascade filtering in item picker?
    (e.g. Campus = Brussels, then Class = 2MW)
    No
    Can we set sorting order in item picker?
    No
    Can we filter the list in item picker?
    Yes
    Can we select columns in item picker?
    Yes
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 43. Can we make content types and columns with BCS?
    Can we create a lookup column on a BCS list?
    Yes, but with limitations
    No addintional fields to show (not handy with people’s list if we only choose family name)
    With certain paramaters the column values are not shown in list views.
    Can we create a lookup column with multiple values on a BCS list?
    No
    Can we create a content type with lookup columns on BCS lists?
    Yes
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 44. Howcan we show BCS data?
    Content query web part on a BCS list
    No
    Content query web part on a list with BCS lookup columns
    Yes
    Data view web part on a BCS list
    Limited to functionality of list view web part
    Calendar view on BCS data
    No
    Pictures
    Only if represented as Image type in the database
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 45. Can we search in BCS?
    Yes
    Refining search
    Edit XML in web part
    on search result page.
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 46. How static / dynamic are BCS data?
    Can we keep some BCS data static in documents, sothat the nextyear the class does notchange in the documentsfor the currentyear?
    If the data are alwaysdynamic, can we assign the currentvalue to the document as default ?
    Mel: no
    What happens in documentson SharePoint sites if in the data source we have a deleted record?
    Mel: has to beanerrorafterrefreshing
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 47. Alternatives
    BDC
    Third party solutions
    Sync from external sources to SharePoint lists
    Custom solutions
    Code
    ASCX web part connected to external source
    External links in Excel & Access
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 48. Alternatives - comparison
    Discussion
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 49. Third party solution – Layer 2http://www.layer2.de/en/community/FAQs/BDLC/Pages/Feature-comparision-sharepoint-external-list.aspx
    14 July, 2010
    SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
  • 50. SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    14 July, 2010
    Q & A
  • 51. SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    14 July, 2010
    Many thanks to Mel Gerats and Thijs ter Beek for support!