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SPTechCon                                           The SharePoint                                           Technology Co...
SPTechCon                                    The SharePoint                                    Technology Conference      ...
SPTechCon               SPTechCon                             The SharePoint          The SharePoint                      ...
SPTechCon                                  The SharePoint                                  Technology Conference  Our Goal...
SPTechCon                                                The SharePoint                                                Tec...
SPTechCon                                        The SharePoint                                        Technology Conferen...
Business Data in an Enterprise                                       IT High Integration Costs (Custom)            High Ov...
Challenges with Business Data Challenge                                                        IT   End User Higher Overhe...
SPTechCon                                       The SharePoint                                       Technology Conference...
SPTechCon                                              The SharePoint                                              Technol...
SPTechCon                                The SharePoint                                Technology Conference           Sha...
What the heck is                     Interoperability?                (IHN-tuhr-AHP-uhr-uh-BIHL-ih-tee)        “Interopera...
How do we achieve                    Interoperability?      1. By adhering to published interface standards.              ...
SharePoint Interoperability#SPTechCon @RHarbridge
Is it a UI Platform?#SPTechCon @RHarbridge
Why would we use SharePoint as       a User Interface Platform?#SPTechCon @RHarbridge
Consistent User Experience                Across Browsers                                   Well.. Almost.#SPTechCon @RHar...
1. By adhering to published interface standards.                         It’s a UI Platform#SPTechCon @RHarbridge
A UI Platform Bonus?                               Bonus!#SPTechCon @RHarbridge
Leverage Office and SharePoint           Interface Familiarity#SPTechCon @RHarbridge
Is it an Identity Platform?#SPTechCon @RHarbridge
Why would we use SharePoint as         an Identity Platform?#SPTechCon @RHarbridge
Because Claims is Awesome     Connect with 3rd Party Authentication Providers        Connecting with a Non Windows Integra...
1. By adhering to published interface standards.                        Claims Uses                    Consistent Standard...
It’s an Identity Platform#SPTechCon @RHarbridge
Is it a Search Platform?#SPTechCon @RHarbridge
Why would we use SharePoint as          a Search Platform?#SPTechCon @RHarbridge
Query a            3rd                Party Search Engine           Using SharePoint UI                  Federate Queries ...
Index Content from a Range of          What does all of these?           Content Repositories                             ...
A Search Platform Bonus!                               Bonus!#SPTechCon @RHarbridge
1. By adhering to published interface standards.     Have you heard of OpenSearch?      • Standard (Creative Commons) for ...
It is a Search Platform#SPTechCon @RHarbridge
Is it a Data Access Platform?#SPTechCon @RHarbridge
SharePoint Does a Great Job of       Accessing SharePoint Content!#SPTechCon @RHarbridge
What about External Systems                and Content?                         ___                         BCS#SPTechCon ...
A Data Access Platform Bonus!                              Bonus!   x2#SPTechCon @RHarbridge
Content Management            Interoperability Services    CMIS specification provides a Web services  A platform that al...
And then there’s REST Access to SharePoint Lists and Document Libraries…     • RESTful interface over HTTP     • Uses the ...
2. By making use of a "broker" of services that      can convert one system’sInteroperability       SharePoint has interfa...
SPTechCon                                      The SharePoint                                      Technology Conference  ...
SPTechCon                                          The SharePoint                                          Technology Conf...
SPTechCon                                      The SharePoint                                      Technology Conference  ...
You could look at this diagram…    BCS in Office Client                            SharePoint Client                      ...
Or this simplified one…                                  External Data                                    External        ...
External Content TypesDescribes:                                   External Data   Added to the BCS Service Through:•     ...
External Lists                                      External Data   The external content type is leveraged in a variety of...
Offline Lists                                          External DataExternal Lists also be leveraged as Offline “Lists”   ...
Office Applications and Search                                      External DataExternal Content Types can also be levera...
Bonus! Integration Webparts             Bonus!                                                   Web Parts                ...
Didn’t those webparts work with                 the BDC?#SPTechCon @RHarbridge
So what’s different?                   (Besides the Chart Control?)   Read/Write Capability   Claims Aware   Connect via A...
How do I actually build it out?#SPTechCon @RHarbridge
Where things fit.   Out-of-box    • Surface data in      External Lists    • Connect those lists to                       ...
SharePoint Designer Process     1. Discover your Data Source        •   Database        •   Web services        •   .NET t...
Visual Studio Process                         w/ Code#SPTechCon @RHarbridge
Suggested Life Cycle#SPTechCon @RHarbridge
SPTechCon                                        The SharePoint                                        Technology Conferen...
SPTechCon                                  The SharePoint                                  Technology Conference          ...
That’s a lot of information!#SPTechCon @RHarbridge
SPTechCon                        The SharePoint                        Technology ConferenceSPTechConThe SharePointTechnol...
SPTechCon                                The SharePoint                                Technology Conference              ...
SPTechCon                                       The SharePoint                                       Technology Conference...
SPTechCon                                  The SharePoint                                  Technology Conference          ...
SPTechCon                                       The SharePoint                                       Technology Conference...
General BCS Limitations  • No Write support for BLOB     • You cannot write back to BLOB fields using BCS       unless you...
External Lists             External List Limitations  • Workflows cannot be associated with external lists      • Workarou...
External List                            External Lists              Limitations Continued…  •   Ratings feature is not su...
Bonus! External Column            Bonus!                   Limitations      • You cannot create a site column of type ‘Ext...
Some Data Types Not Supported      • No support for structs that are not simple types. (Do not use        non-primitive st...
SPTechCon                                      The SharePoint                                      Technology Conference  ...
SPTechCon                                    The SharePoint                                    Technology Conference      ...
SPTechCon                                    The SharePoint                                    Technology Conference      ...
SharePoint 2013                Main BCS Differences  There are basically four things you need to know:  1. oData connector...
SPTechCon                                       The SharePoint                                       Technology Conference...
SPTechCon                                The SharePoint                                Technology Conference           Wha...
SPTechCon                                            The SharePoint                                            Technology ...
SPTechCon                                                     The SharePoint                                              ...
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SPTechCon Boston 2012 - SharePoint Integration and Interoperability

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  • My dedication to you before I begin. By the end of this you will have gained 3 things. It might be new knowledge, it might be a new method but you MUST gain 3 things by the end. If you don’t my first challenge to you is to stalk me, hunt me down and make sure you get 3 things from me. Because I owe you 3 things! This is meant to help you. 
  • A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.Thank You for Reading/Listening
  • Transcript of "SPTechCon Boston 2012 - SharePoint Integration and Interoperability"

    1. 1. SPTechCon The SharePoint Technology ConferenceSharePoint 2010Integration and Interoperability:What you Need to Know Presented By: Richard Harbridge #SPTechCon @RHarbridge SPTechCon The SharePoint#SPTechCon @RHarbridge Technology Conference
    2. 2. SPTechCon The SharePoint Technology Conference Who am I? Boston WashingtonSPTechConThe SharePointTechnology Conference
    3. 3. SPTechCon SPTechCon The SharePoint The SharePoint Technology Conference Technology Conference SPTechCon The SharePoint#SPTechCon @RHarbridge Technology Conference
    4. 4. SPTechCon The SharePoint Technology Conference Our Goal Today… From Here To HereSPTechConThe SharePointTechnology Conference
    5. 5. SPTechCon The SharePoint Technology Conference What we will be talking about… 1. Business Data Challenges 2. SharePoint’s Important Interoperability 3. What is the BCS? • External Content Types • External Columns • External Lists • Extensibility and Tooling 4. Demonstration 5. Limitations of BCS and SharePoint 2013 Bonus!SPTechConThe SharePointTechnology Conference
    6. 6. SPTechCon The SharePoint Technology Conference Business Data ChallengesSPTechConThe SharePointTechnology Conference
    7. 7. Business Data in an Enterprise IT High Integration Costs (Custom) High Overhead (Maintenance, Security) Customers Suppliers Quality Operations Financial Redundant Data and Processes! High Dissatisfaction Users High Training Costs#SPTechCon @RHarbridge
    8. 8. Challenges with Business Data Challenge IT End User Higher Overhead for IT to Service User Requests   Multiple Places to Search   Multiple Places to Administer and Maintain   Multiple Places to Manage Content   Multiple Places to Secure Information   High Data Integration Costs (Often 100% Custom and One Offs)   Silos/Islands of Data Lead to Redundant Data or Processes   Multiple Interfaces; Dissatisfaction and Higher Training Costs   Higher Operational and Compliance Risk  Direct Impact  Indirect Impact #SPTechCon @RHarbridge
    9. 9. SPTechCon The SharePoint Technology Conference The Outcome There are challenges that disparate anddisconnected business data systems cause. SPTechCon The SharePoint Technology Conference
    10. 10. SPTechCon The SharePoint Technology Conference What to watch out for… Technology No system, product or application can completely solve business data challenges. Process PeopleSPTechConThe SharePointTechnology Conference
    11. 11. SPTechCon The SharePoint Technology Conference SharePoint’s Important InteroperabilitySPTechConThe SharePointTechnology Conference
    12. 12. 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?#SPTechCon @RHarbridge
    13. 13. How do we achieve Interoperability? 1. By adhering to published interface standards. Does SharePoint do this? SPOILER ALERT! that 2. By making use of a "broker" of services can convert one system’s interface into another system’s interface "on the fly". What about this one?#SPTechCon @RHarbridge
    14. 14. SharePoint Interoperability#SPTechCon @RHarbridge
    15. 15. Is it a UI Platform?#SPTechCon @RHarbridge
    16. 16. Why would we use SharePoint as a User Interface Platform?#SPTechCon @RHarbridge
    17. 17. Consistent User Experience Across Browsers Well.. Almost.#SPTechCon @RHarbridge
    18. 18. 1. By adhering to published interface standards. It’s a UI Platform#SPTechCon @RHarbridge
    19. 19. A UI Platform Bonus? Bonus!#SPTechCon @RHarbridge
    20. 20. Leverage Office and SharePoint Interface Familiarity#SPTechCon @RHarbridge
    21. 21. Is it an Identity Platform?#SPTechCon @RHarbridge
    22. 22. Why would we use SharePoint as an Identity Platform?#SPTechCon @RHarbridge
    23. 23. 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.#SPTechCon @RHarbridge
    24. 24. 1. By adhering to published interface standards. Claims Uses Consistent Standards#SPTechCon @RHarbridge *Doesn’t actually support SAML Protocol (SAMLP)
    25. 25. It’s an Identity Platform#SPTechCon @RHarbridge
    26. 26. Is it a Search Platform?#SPTechCon @RHarbridge
    27. 27. Why would we use SharePoint as a Search Platform?#SPTechCon @RHarbridge
    28. 28. Query a 3rd Party Search Engine Using SharePoint UI Federate Queries to Multiple Search Systems…#SPTechCon @RHarbridge
    29. 29. Index Content from a Range of What does all of these? Content Repositories ___ BCS B Indexes Databases, Web Services or Custom Repositories C Provides Consistent Access to External Content S Has SharePoint Designer and Visual Studio Plug-ins#SPTechCon @RHarbridge
    30. 30. A Search Platform Bonus! Bonus!#SPTechCon @RHarbridge
    31. 31. 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…#SPTechCon @RHarbridge
    32. 32. It is a Search Platform#SPTechCon @RHarbridge
    33. 33. Is it a Data Access Platform?#SPTechCon @RHarbridge
    34. 34. SharePoint Does a Great Job of Accessing SharePoint Content!#SPTechCon @RHarbridge
    35. 35. What about External Systems and Content? ___ BCS#SPTechCon @RHarbridge
    36. 36. A Data Access Platform Bonus! Bonus! x2#SPTechCon @RHarbridge
    37. 37. Content Management Interoperability Services  CMIS specification provides a Web services A platform that allows you to interface that:  Is designed to work over existing repositories enabling build customers tomultiple against build and leverage applications against multiple repositories—unlocking content they already have technologies without knowing the content  Decouples Web services and content been Microsoft has from anything about how all thecustomersfrom both a management repository, enabling API’s to manage implementing this content independently work.Provides common Web servicesprovider perspective.  (If you know CMIS.) client and and Web 2.0 interfaces to dramatically simplify application development Not available “in the box”.  Is development platform and language agnostic  Supports composite application development and mash-up by Available via or IT analyst the business SharePoint Admin Toolkit#SPTechCon @RHarbridge
    38. 38. 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.#SPTechCon @RHarbridge
    39. 39. 2. By making use of a "broker" of services that can convert one system’sInteroperability SharePoint has interface into another system’s interface "on the fly".Some might even say it has storage interoperabilityor that OData is a standard… But the coolest part of interoperability? #SPTechCon @RHarbridge
    40. 40. SPTechCon The SharePoint Technology Conference The Outcome SharePoint is a growing Interoperable UI, Identity, Search, and Data Access Platform.SPTechConThe SharePointTechnology Conference
    41. 41. SPTechCon The SharePoint Technology Conference What to watch out for… Remember this? “Interoperability is the ability of a system to without special effort work with other systems without special effort on the part of the customer.”SPTechConThe SharePointTechnology Conference
    42. 42. SPTechCon The SharePoint Technology Conference What is the BCS?SPTechConThe SharePointTechnology Conference
    43. 43. You could look at this diagram… BCS in Office Client SharePoint Client BCS in SharePoint Identity Federation service BCS Meta Client Data Data Store Cache DB WCF /WS .NET AS Custom Connector Connector Assembly Connector Connector Client to Backend Direct Connection External data Persistence Custom .NET Data Store assembly Cubes SQL SAP ORACLE Siebel#SPTechCon @RHarbridge
    44. 44. Or this simplified one… External Data External Content Types SharePoint Outlook Forms OfficeExternal Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms#SPTechCon @RHarbridge
    45. 45. External Content TypesDescribes: External Data Added to the BCS Service Through:• Structure of the external • SharePoint Designer system (Fields, Methods, Connection) • Visual Studio 2010• How this data behaves within • Via an Import into the Business Data SharePoint and Office Connectivity Service as part of a model External Content Types SharePoint and Re-Use from a Central Location Manage Outlook Forms Office External Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms #SPTechCon @RHarbridge
    46. 46. External Lists External Data The external content type is leveraged in a variety of ways… ExternalSuch as for Exposing External Data Content Typesas an External SharePoint List Full CRUD capability SharePoint Familiar UI and Navigation Outlook Forms OfficeExternal Lists Workspace w/ Search Results Sort, Filter, Task Panes InfoPath Forms and Group Applications Programmatic Access via SPList OM Profile Page for Each Item Form Auto-generated OOB Upsize to InfoPath Can be Taken “Offline”#SPTechCon @RHarbridge
    47. 47. Offline Lists External DataExternal Lists also be leveraged as Offline “Lists” External Content Types SharePoint Outlook Forms OfficeExternal Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms Or Connected to Outlook as Contacts, Tasks, Calendars and Posts#SPTechCon @RHarbridge
    48. 48. Office Applications and Search External DataExternal Content Types can also be leveraged in… External Or Leveraged to allow for Content Types External Data Searching or Filtering SharePoint Outlook Forms OfficeExternal Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms Many other Office Applications (or Custom Applications) w/ Code#SPTechCon @RHarbridge
    49. 49. Bonus! Integration Webparts Bonus! Web Parts External Data External Data List Integration External Data Item Webparts External Data Item Builder External Data Related List External External Data Connectivity Filter Content Types Chart Web Part (New) SharePoint Outlook Forms OfficeExternal Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms w/ Code#SPTechCon @RHarbridge
    50. 50. Didn’t those webparts work with the BDC?#SPTechCon @RHarbridge
    51. 51. So what’s different? (Besides the Chart Control?) Read/Write Capability Claims Aware Connect via ADO/SQL, WCF/WS, .Net is still used for search indexing BDC Assembly and Custom Connectors connectors in 2010 they added blob, Batch and Bulk Operation Support 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.#SPTechCon @RHarbridge
    52. 52. How do I actually build it out?#SPTechCon @RHarbridge
    53. 53. Where things fit. Out-of-box • Surface data in External Lists • Connect those lists to • Create Reusable Outlook, SPW Components (UI parts, • External Data Columns ECTs, Actions) Simple Intermediate Advanced NO CODE “NO CODE” CODE#SPTechCon @RHarbridge Power User Developer Advanced Developer
    54. 54. SharePoint Designer Process 1. Discover your Data Source • Database • Web services • .NET type 2. Map Operations to Data Source • Create, read, update, delete, lookup 3. Connect to SharePoint and/or Office • External List • Contact • Task • Appointment • Post#SPTechCon @RHarbridge
    55. 55. Visual Studio Process w/ Code#SPTechCon @RHarbridge
    56. 56. Suggested Life Cycle#SPTechCon @RHarbridge
    57. 57. SPTechCon The SharePoint Technology Conference The Outcome The BCS has a bunch of new capabilitiesbundled with some old enhanced BDC ones. SPTechCon The SharePoint Technology Conference
    58. 58. SPTechCon The SharePoint Technology Conference What to watch out for… Selecting the right tool is important. Practice makes perfect.SPTechConThe SharePointTechnology Conference
    59. 59. That’s a lot of information!#SPTechCon @RHarbridge
    60. 60. SPTechCon The SharePoint Technology ConferenceSPTechConThe SharePointTechnology Conference
    61. 61. SPTechCon The SharePoint Technology Conference Demo!SPTechConThe SharePointTechnology Conference
    62. 62. SPTechCon The SharePoint Technology Conference The Outcome You saw how the BCS can be leveraged inSharePoint Designer and in the SharePoint UI. SPTechCon The SharePoint Technology Conference
    63. 63. SPTechCon The SharePoint Technology Conference 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’.SPTechConThe SharePointTechnology Conference
    64. 64. SPTechCon The SharePoint Technology Conference What are BCS Limitations?SPTechConThe SharePointTechnology Conference
    65. 65. General BCS Limitations • 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 fields property.#SPTechCon @RHarbridge
    66. 66. External Lists External List Limitations • Workflows cannot be associated with external lists • Workaround: You can use the external data columns and manipulate it that way. • No RSS 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 configure alerts 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 • Versioning cannot 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.)#SPTechCon @RHarbridge
    67. 67. External List External Lists 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.#SPTechCon @RHarbridge
    68. 68. Bonus! External Column Bonus! 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#SPTechCon @RHarbridge
    69. 69. Some Data Types Not Supported • No support for structs that are not simple types. (Do not use non-primitive structs.) • No nested collections (array of arrays etc) • No support for multi dimension arrays • BDC only works with .Net 3.5 - No dynamic programming in .Net 4 • No support for ICollection or IEnumerable interfaces to represent collections in data structures (ICollection<T>, IEnumerable<T>, IList<T>…) http://msdn.microsoft.com/en-us/library/ff621599.aspx#SPTechCon @RHarbridge
    70. 70. SPTechCon The SharePoint Technology Conference The Outcome You now know more about thelimitations of BCS and will make fewer assumptions.SPTechConThe SharePointTechnology Conference
    71. 71. SPTechCon The SharePoint Technology Conference What to watch out for… Some of the many limitations mentioned make sense. Think carefully before you build a ‘workaround’.SPTechConThe SharePointTechnology Conference
    72. 72. SPTechCon The SharePoint Technology Conference What about SharePoint 2013?SPTechConThe SharePointTechnology Conference
    73. 73. SharePoint 2013 Main BCS Differences There are basically four things you need to know: 1. oData connector now available through Visual Studio OOTB (WCF, SQL, .Net Assembly Remain). 2. Remote Event Receiver capability – think of this as more of a simple framework for remote event subscription. 3. App-Scoped – Instead of only Farm level external content types developers can now build isolated app scenarios. 4. More client object model support!#SPTechCon @RHarbridge
    74. 74. SPTechCon The SharePoint Technology Conference The OutcomeSharePoint 2013 BCS isn’t really different. Just more flexible and capable. SPTechCon The SharePoint Technology Conference
    75. 75. SPTechCon The SharePoint Technology Conference What to watch out for… SharePoint 2013 introduces many new concepts/methods that you will need to learn (app-scoped, client object model focus etc.)SPTechConThe SharePointTechnology Conference
    76. 76. SPTechCon The SharePoint Technology ConferenceWhat we talked about…1. Business Data Challenges Technology Challenges The Challenges Aren’t All2. SharePoint’s Important Interoperability Platform Interface, Identity, Search and Data Access3. What of the BCS? Connection Capabilities A Set is Powerful Structured Types of External Content External Content Types Leveraging External External Columns Content with Internal Content Interact Lists External Like SharePoint Lists Extensibility/Tool Range Extensibility and Tooling from UI to SPD to VS 20104. Limitations of and Better than Most Options Good Enough BCSSPTechConThe SharePointTechnology Conference
    77. 77. SPTechCon The SharePoint Technology ConferenceThank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: Richard@RHarbridge.com Resources:700+ SharePoint IA Slides at.. PracticalIntranet.com130+ SharePoint Standards at.. SPStandards.com15 Pages of Important Questions at.. SharePointDiagnostics.com SPTechCon The SharePoint Technology Conference
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