SharePoint 2010 BCS

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

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  • Viktor
  • Viktor
  • Viktor
    Read-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
  • Hans

    SQL

    WCF

    In VS


    .Net Assembly connector: Written for perticular instance: for your perticular exchange server, quarcks -> creater IT staff

    Custom Connector: big C: Written for any type system, for any exchange server -> 3the partys to give access to their product


    BDC -> nameing convention from 2007 B D Catalog
    -> set of compontent to do thing
    -> Runtime: API
    -> MetaData: Store Declarative XML, Describese external system, and how we gone access it

    -> Get Data into sharepoint

    -> First run into External List
    -> Culomns and suplement profiles, Lists,

    IMPORTANT : Symetry

    BDC Client Runtime; Client Side Cache (metadata store, take things offline)

    ->Use it
    -> use it in outlook vb
    -> or Custom solutions


    VSTO Package
    When you take External List offline when you sync to outlook
    ->Creation of VSTO click once package
    -> server to client

    When you take data offline -> always direct one.
    -> you dont need sharepoint anymore



  • Hans

    You can create in BCS

    Basic (no code) Server solution: SP Designer

    Why is Excel on the list?
    -> Already in db

    Left: No Code Solutions



  • Jan
  • Jan
  • Jan
  • Jan
  • Jan
  • Jan
  • Viktor
  • Hans
  • Hans
  • Hans
    Key Mile stone!
    Looks just the same…
    Document – Folder / Excel – Year

    No Code solutions -> For easy solutions
    -> No blob

    In BussinesLine -> no access to edit
  • Hans
  • Hans
    BCS

    Subset of operations with no way to customize the implementation
    -> Stream
    -> Blob in db
    ->
  • How do we take control of this?

    Have to understand the undelying XML


    System.Io.Stream
  • Hans
    ASP.net problem children
  • Hans
    BCS

    Subset of operations with no way to customize the implementation
    -> Stream
    -> Blob in db
    ->
  • Hans
  • Hans
    BCS

    Subset of operations with no way to customize the implementation
    -> Stream
    -> Blob in db
    ->
  • Hans
    2 ways search security

    BinarySecurityDescriptorAccessor
    Does its Trimming at crawl time
    Checks security
    Is check index, it knows it already
    efficient
    Access Checker
    Not always possible, with different usernames and passwords
    Query time trim
    Get results out of index
    Can scott see this…,….
    Slow
    Tak Care, limit to 200, narrow query


    No-code solution knows already how to search


  • Hans
  • Hans
  • Hans
    BinarySecurityDescriptorAccessor
    -> implementing
    -> Crawltime

    Access Checker
    ->Slow
    ->QueryTime
  • Hans
  • Hans
  • Viktor
  • Viktor
  • Viktor
  • Viktor
  • Viktor
  • Viktor
  • Viktor
  • Viktor
  • Viktor
  • SharePoint 2010 BCS

    1. 1. www.orbitone.com Raas van Gaverestraat 83 B-9000 GENT, BELGIUM E-mail info@orbitone.com Website www.orbitone.com Tel. +32 9 330 15 00 VAT BE 456.457.353 Bank 442-7059001-50 (KBC) H. De Smedt, J. De Clercq, V. Bardadym 14 July, 2010 SharePoint 2010 Business Connectivity Services- Possibilities and Limitations
    2. 2. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations Summary Overview of BCS BCS Architecture Getting started No-Code BCS Solutions and Limitations Overcome No-Code Limitations Test Cases Questions & Answers
    3. 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. 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. 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. 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 Integration with 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. 7. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations Summary Overview of BCS BCS Architecture Getting started No-Code BCS Solutions and Limitations Overcome No-Code Limitations Test Cases Questions & Answers
    8. 8. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations BCS Architecture SQL WCF .NET Assembly Custom Connectors Business Data Connectivity Office Integration Office 2010 Client Business Data Connectivity SharePoint Site SharePoint Server 2010
    9. 9. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations Solution Types Client Server Basic Advanced SharePoint Designer SharePoint Workspace Declarative Solutions Microsoft Outlook VSTO Solutions .NET Assembly Connector Microsoft Word Custom Web Parts
    10. 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. 11. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations Summary Overview of BCS BCS Architecture Getting started No-Code BCS Solutions and Limitations Overcome No-Code Limitations Test Cases Questions & Answers
    12. 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. 13. How to make a list in BCS 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    14. 14. How to make a list in BCS 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    15. 15. Set user permission to BCS 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    16. 16. How to make a list in BCS 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    17. 17. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations Summary Overview of BCS BCS Architecture Getting started No-Code BCS Solutions and Limitations Overcome No-Code Limitations Test Cases Questions & Answers
    18. 18. What can you 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. 19. Demo External document management system (DMS): Quick Walktrough SharePoint 2010 Business Data Connectivity - Possibilities and Limitations 14 July, 2010
    20. 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. 21. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations External Content Type List Start SharePoint Designer Create External List
    22. 22. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations External DMS: Result http://hdesmedt-deskt/sites/HansPoint/default.aspx
    23. 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. 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. 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 knows what Io.Stream is! Operations SPD doesn’t have
    26. 26. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations Intermezzo SharePoint Development Binding to sharepoint? If you have Custom Database Use SharePoint WebParts to show it via Declaritive XML Write BCS app against that •No Binding •No Guiding BCS is the way to bring applications to SharePoint
    27. 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. 28. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations Overcoming UI Limitations Visual Webpart: GridView Use BCS to call the external system Retrieve items for the current folder from DB
    29. 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. 30. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations No search security support What happens: • ReadAllItems • 1 root finder method – builds index • ShowInSearchUI
    31. 31. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations No search security support Security • Secure Store Service • Maps windows id to your identities (GetDmsUserName) • Single sign on service • Individual / Group maps
    32. 32. 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations No search security support Customizations Url Author …
    33. 33. 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
    34. 34. 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 sync with Outlook
    35. 35. 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
    36. 36. What are the limitations? SharePoint 2010 Business Data Connectivity - Possibilities and Limitations 14 July, 2010
    37. 37. 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
    38. 38. Can we do it with 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
    39. 39. Can we do it with 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
    40. 40. 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
    41. 41. How can 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
    42. 42. 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
    43. 43. How static / dynamic are BCS data? Can we keep some BCS data static in documents, so that the next year the class does not change in the documents for the current year? If the data are always dynamic, can we assign the current value to the document as default ? Mel: no What happens in documents on SharePoint sites if in the data source we have a deleted record? Mel: has to be an error after refreshing 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    44. 44. 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
    45. 45. Alternatives - comparison Discussion 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    46. 46. Third party solution – Layer 2 http://www.layer2.de/en/community/FAQs/BDLC/Pages/Feature-comparision-sharepoint-external-list.aspx Feature SharePoint 2010 External List SharePoint BDLC List Integrate external data from various sources into SharePoint A complete SharePoint list with all list features is implemented OOB almost any type of data source is supported (.NET Type / WCF Service / SQL Server) (more info) Full SharePoint 2007 / WSS 3.0 support (SharePoint Foundation 2010 supported) No additional tools, modelling or programming are required to create a list (SharePoint Designer has to be installed and used) Connection can be established in just some minutes (more info) OOB full search capabilities (not for SharePoint Foundation?) OOB web part connectivity (not for SharePoint Foundation?) Full Offline capabilities (2010 only) (with SharePoint 2010 only, SharePoint 2007 for V2.0 and certain list types only) OOB-support for the SharePoint Client Object Model OOB-support for REST-services OOB-support for making associations to other SharePoint lists Event-triggering Alerts will be fired on data change Email notification on data change RSS notification on data change Workflows can start business actions on data change Datagrid editing supported Lookups can display any column (ID Only) Support for joins as data source Support for common SharePoint list types, e.g. contacts, tasks, events etc. Original data source is not queried every time the list is displayed with performance side effects (some kind of cache seems to be implemented) OOB there is no row limit (it seems to be a row limit of 2000 preconfigured, more info) Data source can be updated (if primary key available) (for a few data sources only) (if supported by data source) 14 July, 2010 SharePoint 2010 Business Data Connectivity - Possibilities and Limitations
    47. 47. www.orbitone.com SharePoint 2010 Business Data Connectivity - Possibilities and Limitations 14 July, 2010 Q & A
    48. 48. www.orbitone.com SharePoint 2010 Business Data Connectivity - Possibilities and Limitations 14 July, 2010 Many thanks to Mel Gerats and Thijs ter Beek for support!

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