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SharePoint 2010 Integration and Interoperability: What you need to know

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  • 1. SharePoint 2010Integration and Interoperability:What You Need to Know Presented By: Richard Harbridge @rharbridge #SPSVB
  • 2. Who am I? I
  • 3. Our Goal Today… From Here To Here
  • 4. What we will be talking about… Business Data Challenges SharePoint’s Important Interoperability What is the BCS? External Content Types External Columns External Lists Extensibilityand Tooling 4. Demonstration 5. Limitations of BCS Bonus!
  • 5. Business Data Challenges
  • 6. Business Data in an Enterprise IT High Integration Costs (Custom) High Overhead (Maintenance, Security) Quality Financial Customers Operations Suppliers Quality Financial Customers Operations Suppliers Redundant Data and Processes! Users High Training Costs High Dissatisfaction
  • 7. Challengeswith Business Data Direct Impact Indirect Impact  
  • 8. The Outcome There are challenges that disparate and disconnected business data systems cause.
  • 9. What to watch out for… No system, product or application can completely solve business data challenges.
  • 10. SharePoint’s Important Interoperability
  • 11. What the heck is Interoperability? (IHN-tuhr-AHP-uhr-uh-BIHL-ih-tee) “Interoperability is the ability of a system.. to work with other systems.. without special effort on the part of the customer.” How?
  • 12. How do we achieve Interoperability? 1. By adhering to published interface standards. Does SharePoint do this? SPOILER ALERT! 2. By making use of a "broker" of services that can convert one system’s interface into another system’s interface "on the fly". What about this one?
  • 13. SharePoint Interoperability UI Platform Identity Platform Search Platform Data Access Platform Storage External Data
  • 14. Is it a UI Platform? UI Platform Identity Platform Search Platform Data Access Platform Storage External Data
  • 15. Why would we use SharePoint as a User Interface Platform?
  • 16. Consistent User Experience Across Browsers Well.. Almost.
  • 17. 1. By adhering to published interface standards. It’s a UI Platform HTML Standards UI Platform Identity Platform Search Platform Data Access Platform Storage External Data
  • 18. A UI Platform Bonus? Bonus! HTML Standards UI Platform Identity Platform Works in Office Search Platform Data Access Platform Storage External Data
  • 19. Leverage Office and SharePoint Interface Familiarity
  • 20. Is it an Identity Platform? HTML Standards UI Platform Identity Platform Works in Office Search Platform Data Access Platform Storage External Data
  • 21. Why would we use SharePoint as an Identity Platform?
  • 22. Because Claims is Awesome Connect with 3rd Party Authentication Providers Connecting with a Non Windows Integrated Authentication driven web site. Delegation with Back-End Systems Showing data from another server on a SharePoint web page.
  • 23. 1. By adhering to published interface standards. Claims UsesConsistent Standards WS-Federation 1.1 Provides the architecture for a clean separation between trust mechanisms, security tokens formats, and the protocols for obtaining tokens. WS-Trust 1.4 Provides a method for assessing, requesting and receiving security tokens. SAML Token 1.1 XML vocabulary used to represent claims in an interoperable way.* WS-Security… (various aspects) *Doesn’t actually support SAML Protocol (SAMLP)
  • 24. It’s an Identity Platform HTML Standards UI Platform Identity Platform Claims Works in Office Search Platform Data Access Platform Storage External Data
  • 25. Is it aSearch Platform? HTML Standards UI Platform Identity Platform Claims Works in Office Search Platform Data Access Platform Storage External Data
  • 26. Why would we use SharePoint as a Search Platform?
  • 27. Query a 3rd Party Search Engine Using SharePoint UI Federate Queries to Multiple Search Systems…
  • 28. Index Content from a Range of Content Repositories What does all of these? _ _ _ B C S B Indexes Databases, Web Services or Custom Repositories Provides Consistent Access to External Content C Has SharePoint Designer and Visual Studio Plug-ins S
  • 29. A Search Platform Bonus! Bonus! HTML Standards UI Platform Identity Platform Claims Works in Office Search Platform Open Search Data Access Platform Storage External Data
  • 30. 1. By adhering to published interface standards. Have you heard of OpenSearch? Standard (Creative Commons) for syndication and aggregation of search results Syntax for executing queries Results returned in RSS/ATOM + extensions Supported by Microsoft Search Server 2008 Clients: Windows 7, IE, FireFox, Chrome, SharePoint … Providers: Amazon, Flickr, Wikipedia, SharePoint…
  • 31. It is a Search Platform HTML Standards UI Platform Identity Platform Claims Works in Office Search Platform Open Search Data Access Platform Storage External Data
  • 32. Is it a Data Access Platform? HTML Standards UI Platform Identity Platform Claims Works in Office Search Platform Open Search Data Access Platform Storage External Data
  • 33. SharePoint Does a Great Job of Accessing SharePoint Content!
  • 34. What about External Systems and Content? _ _ _ B C S
  • 35. A Data Access Platform Bonus! Bonus! x 2 HTML Standards UI Platform Identity Platform Claims Works in Office Search Platform Open Search CMIS Data Access Platform REST Storage External Data
  • 36. Content Management Interoperability Services CMIS specification provides a Web services interface that: Is designed to work over existing repositories enabling customers to build and leverage applications against multiple repositories—unlocking content they already have Decouples Web services and content from the content management repository, enabling customers to manage content independently Provides common Web services and Web 2.0 interfaces to dramatically simplify application development Is development platform and language agnostic Supports composite application development and mash-up by the business or IT analyst A platform that allows you to build against multiple technologies without knowing anything about how all the API’s work. (If you know CMIS.) Microsoft has been implementing this from both a client and provider perspective. Not available “in the box”. Available via SharePoint Admin Toolkit
  • 37. And then there’s REST Access to SharePoint Lists and Document Libraries… RESTful interface over HTTP Uses the ADO.NET Data Services interface conventions Feature rich: retrieve, update, browse data using just URLs and XML/JSON Low barrier of entry. If you have an HTTP stack you can use it. Visual Studio Integration… Entirely built on top of the open RESTful interface No client is required Visual Studio creates proxies, visualizes schemas, provides LINQ support etc.
  • 38. 2. By making use of a "broker" of services that can convert one system’s interface into another system’s interface "on the fly". SharePoint has Interoperability HTML Standards UI Platform Identity Platform Claims Works in Office Search Platform Open Search CMIS Data Access Platform OData REST Some might even say it has storage interoperability or that OData is a standard… Storage External Data But the coolest part of interoperability? RBS BCS
  • 39. The Outcome SharePoint is a growing Interoperable UI, Identity, Search, and Data Access Platform.
  • 40. What to watch out for… Remember this? “Interoperability is the ability of a system to work with other systems without special effort on the part of the customer.” without special effort
  • 41. What is the BCS?
  • 42. BCS External Data Benefits? External Data
  • 43. You could look at this diagram… SharePoint Client BCS in Office Client Identity Federation service BCS in SharePoint BCS Meta Data Store BDC Client Data Cache BDC ASCustom Connector DB Connector WCF /WS Connector .NET Assembly Connector Client to Backend Direct Connection External data Persistence Store Data Cubes Custom .NET assembly SAP ORACLE Siebel SQL
  • 44. Or this simplified one…
  • 45. External Content Types Describes: Structure of the external system (Fields, Methods, Connection) How this data behaves within SharePoint and Office Added to the BCS Service Through: SharePoint Designer Visual Studio 2010 Via an Import into the Business Data Connectivity Service as part of a model Manage and Re-Use from a Central Location
  • 46. External Lists The external content type is leveraged in a variety of ways… Such as for Exposing External Data as an External SharePoint List Full CRUD capability Familiar UI and Navigation Sort, Filter, Group Programmatic Access via SPList OM Profile Page for Each Item Form Auto-generated OOB Upsize to InfoPath Can be Taken “Offline”
  • 47. Offline Lists External Lists also be leveraged as Offline “Lists” They can be Downloaded to a SharePoint Workspace as Lists or Word Document Libraries with External Data Columns Or Connected to Outlook as Contacts, Tasks, Calendars and Posts
  • 48. Office Applications and Search External Content Types can also be leveraged in… Or Leveraged to allow for External Data Searching or Filtering Many other Office Applications (or Custom Applications) w/ Code
  • 49. Bonus! Integration Webparts Bonus! Integration Webparts Web Parts External Data List  External Data Item External Data Item Builder External Data Related List External Data Connectivity Filter Chart Web Part (New) w/ Code
  • 50. Didn’t those webparts work with the BDC?
  • 51. So what’s different? (Besides the Chart Control?) Read/Write Capability Claims Aware Connect via ADO/SQL, WCF/WS, .Net Assembly and Custom Connectors Batch and Bulk Operation Support BDC is still used for search indexing connectors in 2010 they added blob, incremental crawl and item level security. They added symmetrical server and client runtimes. Allowing them to connect from client or server directly to external data. SQL CE database is used to cache external data which allows for “cached mode” behavior on external data basically creating a rich client cache.
  • 52. How do I actually build it out?
  • 53. Where things fit. Custom Custom connectivity for data aggregation, transformation, security, etc. Use Custom Code to Integrate Data into any Office Application Business Logic In Forms Create Reusable Components (UI parts, ECTs, Actions) Customize InfoPath Forms Workflow Web Part Pages Outlook Taskpane and Ribbon Out-of-box Surface data in External Lists Connect those lists to Outlook, SPW External Data Columns Intermediate Simple Advanced NO CODE “NO CODE” CODE SharePoint Designer SharePoint SDK Visual Studio Advanced Developer Developer Power User
  • 54. SharePoint Designer Process Discover your Data Source Database Web services .NET type Map Operations to Data Source Create, read, update, delete, lookup Connect to SharePoint and/or Office External List Contact Task Appointment Post
  • 55. Visual Studio Process Upsize IT Solutions Created in SharePoint Designer Create Connectivity Packs in Visual Studio to Aggregate data across multiple back-end systems Perform custom data transformations Execute custom business logic/rules (trigger workflow) Bring External Data into other Office clients with VSTO Add-Ins (Excel) w/ Code
  • 56. BCS Support Matrix N/A x x In code In code In code In code In code
  • 57. SharePoint Designer and Visual Studio Author External Content Types and Profile Pages External Content Type Designer Connect to existing WCF/Web Services, Sql Server or .Net Assemblies Connect to virtually any data source through custom .Net code Data Connectivity Integrate External Data in WF Workflow Designer Generate and Author External Lists and InfoPath Forms Lists and Forms Designer SharePoint and Office Office Add-in Projects Extend Office apps through BCS-aware code add-ins and reusable components
  • 58. SharePoint Designer and Visual Studio
  • 59. The Outcome The BCS has a bunch of new capabilities bundled with some old enhanced BDC ones.
  • 60. What to watch out for… Selecting the right tool is important. Practice makes perfect.
  • 61. That’s a lot of information!
  • 62. Demo!
  • 63. Business Connectivity Services Office Applications BCS Client Runtime SharePoint Design Tools SharePoint Designer Enterprise Search Dev Platform Business Intelligence Enterprise Content Management Collaboration Social External Lists Visual Studio External Content Types Business Data Connectivity Web 2.0 DB WCF Web Service LOB
  • 64. Inventory Example
  • 65. Inventory Example
  • 66. Inventory Example
  • 67. Search Example
  • 68. Permissions x x x x
  • 69. The Outcome You saw how the BCS can be leveraged in SharePoint Designer and in the SharePoint UI.
  • 70. What to watch out for… Don’t assume the tools will significantly reduce the time it takes to ‘integrate’. It typically reduces time to ‘interface’.
  • 71. What are BCSLimitations?
  • 72. General BCS Limitations BLOB No Write support for BLOB You cannot write back to BLOB fields using BCS unless you write your own method. You can access BLOB columns by defining a StreamAccessor method and presenting the external data via the BCS Data List web part by checking the Display stream fieldsproperty.
  • 73. External List Limitations Workflows cannot be associated with external lists Workaround: You can use the external data columns and manipulate it that way. NoRSS feed support for external lists No REST based access for external lists http://sharepoint/_vti_bin/ListData.svc does not support external lists LINQ to SharePoint spmetal.exe does not support external lists Cannot configurealerts for external lists Cannot export external list items to Excel (using the Export to Excel feature), Create Visio Diagram, Open with Access or Open with Project Versioningcannot be configured on external lists Version History is not available on external lists Datasheet view cannot be used in external lists XSLT is Supported (So you can basically make your own.) External Lists
  • 74. External List Limitations Continued… Ratings feature is not supported for external lists Information policies cannot be configured on external lists Item-Level permissions are not available for external lists No item or field level validation (without InfoPath) Lookups don’t work on any column but ID No attachments. External Lists
  • 75. Bonus! Bonus! External Column Limitations You cannot create a site column of type ‘External Data Column’ External data columns can be created only as list based columns and cannot be consumed in site level content types
  • 76. The Outcome You now know more about the limitations of BCS and will make fewer assumptions.
  • 77. What to watch out for… Some of the many limitations mentioned make sense. Think carefully before you build a ‘workaround’.
  • 78. What we talked about… Business Data Challenges SharePoint’s Important Interoperability What is the BCS? External Content Types External Columns External Lists Extensibility and Tooling Limitations of BCS The Challenges Aren’t All Technology Challenges Interface, Identity, Search and Data Access Platform A Set of Powerful Connection Capabilities Structured Types of External Content Leveraging External Content with Internal Content Interact Like SharePoint Lists Extensibility/Tool Range from UI to SPD to VS 2010 Good Enough and Better than Most Options
  • 79. References What’s New BCS Business Connectivity Services A plethora of wonderful people from Microsoft: Rob Lefferts, Rolando Jimenez, Brad Stevenson, and Nazeeruddin Mohammed
  • 80. Thank You!Thanks to Organizers, Sponsors andYoufor Making this Possible. Questions? Ideas? Feedback? Contact me: Twitter: @rharbridge Blog: www.rharbridge.com LinkedIn: www.linkedin.com/in/rharbridge Email me at: RHarbridge@Allin.com My company: www.Allin.com

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