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SharePoint 2010 BCS

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

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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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  • jagadish-mandala

    Apr. 20, 2012
  • julianamota2

    Dec. 5, 2014

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

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