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Sql Saturday 228 Rapid Data Integration Using SharePoint BCS

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Rapid Data Integration
using SharePoint
Business Connectivity Services (BCS)
Anthony Obi
SQLSaturday #228: 28th September 2013
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
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’
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’
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
SQL Server DBs
SQL Instance 001
SharePoint DBs

SQL Instance 002
Sample Databases

Database:
AdventureWorks2008R2
Table Name:
Production.ProductModel
Table Name:
Production.Product
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.
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
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
What is Business Connectivity Services?
(…the Long Picture Version)

http://technet.microsoft.com/en-us/library/ee661740.aspx#section1
Demo 01
Creating the
Business Connectivity Services
Service Application
… via the GUI
… 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
Demo 02
Creating
External Content Types (ECTs)
… via SharePoint Designer
… Authentication Options
Demo 03
Creating the Secure Store
Service Application
… via the GUI
… 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
Example External Content Type (ECT)
Demo 04
Creating
External Lists
Demo 05
Creating CRUDQ (or CRRUD)
ECT Operations
… via SharePoint Designer
Demo 06
Creating CRUDQ
External Lists in SharePoint
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.
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
Demo 07
Displaying SQL Data using
Business Data Web Parts
Business Data Web Parts
And Now…
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.
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
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
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
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
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
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
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
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
Sql Saturday 228   Rapid Data Integration Using SharePoint BCS

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Sql Saturday 228 Rapid Data Integration Using SharePoint BCS

  • 1. Rapid Data Integration using SharePoint Business Connectivity Services (BCS) Anthony Obi SQLSaturday #228: 28th September 2013
  • 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. 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. 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. 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. SQL Server DBs SQL Instance 001 SharePoint DBs SQL Instance 002 Sample Databases Database: AdventureWorks2008R2 Table Name: Production.ProductModel Table Name: Production.Product
  • 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. 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. 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. What is Business Connectivity Services? (…the Long Picture Version) http://technet.microsoft.com/en-us/library/ee661740.aspx#section1
  • 11. Demo 01 Creating the Business Connectivity Services Service Application
  • 12. … via the GUI
  • 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
  • 15. … via SharePoint Designer
  • 17. Demo 03 Creating the Secure Store Service Application
  • 18. … via the GUI
  • 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
  • 22. Demo 05 Creating CRUDQ (or CRRUD) ECT Operations
  • 23. … via SharePoint Designer
  • 24. Demo 06 Creating CRUDQ External Lists in SharePoint
  • 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. 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. Demo 07 Displaying SQL Data using Business Data Web Parts
  • 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. 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. 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. 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. 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. 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. 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. 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. 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