SharePoint 2010 Integration and Interoperability: What you need to know

Richard Harbridge
Richard HarbridgeTrusted Business & Technology Advisor; CTO at 2toLead; Office 365 MVP
SharePoint 2010Integration and Interoperability:What You Need to Know,[object Object],Presented By: Richard Harbridge,[object Object],@rharbridge #SPSVB,[object Object]
Who am I?,[object Object],I,[object Object]
 Our Goal Today…,[object Object],From Here                                                           To Here,[object Object]
What we will be talking about…,[object Object],Business Data Challenges,[object Object],SharePoint’s Important Interoperability,[object Object],What is the BCS?,[object Object],[object Object]
External Columns
External Lists
Extensibilityand Tooling4. Demonstration,[object Object],5. Limitations of BCS,[object Object],Bonus!,[object Object]
Business Data Challenges,[object Object]
Business Data in an Enterprise,[object Object],IT,[object Object],High Integration Costs (Custom),[object Object],High Overhead (Maintenance, Security),[object Object],Quality,[object Object],Financial,[object Object],Customers,[object Object],Operations,[object Object],Suppliers,[object Object],Quality,[object Object],Financial,[object Object],Customers,[object Object],Operations,[object Object],Suppliers,[object Object],Redundant Data and Processes!,[object Object],Users,[object Object],High Training Costs,[object Object],High Dissatisfaction,[object Object]
Challengeswith Business Data,[object Object],Direct Impact,[object Object],Indirect Impact,[object Object],,[object Object],,[object Object]
The Outcome,[object Object],There are challenges that disparate and disconnected business data systems cause.,[object Object]
What to watch out for…,[object Object],No system, product or application can completely solve business data challenges.,[object Object]
SharePoint’s Important Interoperability,[object Object]
What the heck is Interoperability?,[object Object],(IHN-tuhr-AHP-uhr-uh-BIHL-ih-tee),[object Object],“Interoperability is the ability of a system.. to work with other systems.. without special effort on the part of the customer.”,[object Object],How?,[object Object]
How do we achieve Interoperability?,[object Object],1. By adhering to published interface standards. ,[object Object],Does SharePoint do this?,[object Object],SPOILER ALERT!,[object Object],2. By making use of a "broker" of services that can convert one system’s interface into another system’s interface "on the fly".,[object Object],What about this one?,[object Object]
SharePoint Interoperability,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Search Platform,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
Is it a UI Platform?,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Search Platform,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
Why would we use SharePoint as a User Interface Platform?,[object Object]
Consistent User Experience Across Browsers,[object Object],Well.. Almost.,[object Object]
1. By adhering to published interface standards. ,[object Object],It’s a UI Platform,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Search Platform,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
A UI Platform Bonus?,[object Object],Bonus!,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Works in Office,[object Object],Search Platform,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
Leverage Office and SharePoint Interface Familiarity,[object Object]
Is it an Identity Platform?,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Works in Office,[object Object],Search Platform,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
Why would we use SharePoint as an Identity Platform?,[object Object]
Because Claims is Awesome,[object Object],Connect with 3rd Party Authentication Providers,[object Object],Connecting with a Non Windows Integrated Authentication driven web site.,[object Object],Delegation with Back-End Systems,[object Object],Showing data from another server on a SharePoint web page.,[object Object]
1. By adhering to published interface standards. ,[object Object],Claims UsesConsistent Standards,[object Object],[object Object],Provides the architecture for a clean separation between trust mechanisms, security tokens formats, and the protocols for obtaining tokens.,[object Object],[object Object],Provides a method for assessing, requesting and receiving security tokens.,[object Object],[object Object],XML vocabulary used to represent claims in an interoperable way.*,[object Object],[object Object],                                     *Doesn’t actually support SAML Protocol (SAMLP),[object Object]
It’s an Identity Platform,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Claims,[object Object],Works in Office,[object Object],Search Platform,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
Is it aSearch Platform?,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Claims,[object Object],Works in Office,[object Object],Search Platform,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
Why would we use SharePoint as a Search Platform?,[object Object]
Query a 3rd Party Search Engine Using SharePoint UI,[object Object],Federate Queries to Multiple Search Systems…,[object Object]
Index Content from a Range of Content Repositories,[object Object],What does all of these?,[object Object],_ _ _,[object Object],B C S,[object Object],B,[object Object],Indexes Databases, Web Services or Custom Repositories,[object Object],Provides Consistent Access to External Content,[object Object],C,[object Object],Has SharePoint Designer and Visual Studio Plug-ins,[object Object],S,[object Object]
A Search Platform Bonus!,[object Object],Bonus!,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Claims,[object Object],Works in Office,[object Object],Search Platform,[object Object],Open Search,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
1. By adhering to published interface standards. ,[object Object],Have you heard of OpenSearch?,[object Object],[object Object]
Syntax for executing queries
Results returned in RSS/ATOM + extensions
Supported by Microsoft Search Server 2008Clients: Windows 7, IE, FireFox, Chrome, SharePoint …,[object Object],Providers: Amazon, Flickr, Wikipedia, SharePoint…,[object Object]
It is a Search Platform,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Claims,[object Object],Works in Office,[object Object],Search Platform,[object Object],Open Search,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
Is it a Data Access Platform?,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Claims,[object Object],Works in Office,[object Object],Search Platform,[object Object],Open Search,[object Object],Data Access Platform,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
SharePoint Does a Great Job of Accessing SharePoint Content!,[object Object]
What about External Systems and Content?,[object Object],_ _ _,[object Object],B C S,[object Object]
A Data Access Platform Bonus!,[object Object],Bonus!,[object Object],x 2,[object Object],HTML Standards,[object Object],UI Platform,[object Object],Identity Platform,[object Object],Claims,[object Object],Works in Office,[object Object],Search Platform,[object Object],Open Search,[object Object],CMIS,[object Object],Data Access Platform,[object Object],REST,[object Object],Storage,[object Object],External,[object Object],Data,[object Object]
Content Management Interoperability Services,[object Object],[object Object]
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 analystA platform that allows you to build against multiple technologies without knowing anything about how all the API’s work. (If you know CMIS.),[object Object],Microsoft has been implementing this from both a client and provider perspective.,[object Object],Not available “in the box”. Available via SharePoint Admin Toolkit,[object Object]
And then there’s REST,[object Object],Access to SharePoint Lists and Document Libraries…,[object Object],[object Object]
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…,[object Object],[object Object]
No client is required
Visual Studio creates proxies, visualizes schemas, provides LINQ support etc.,[object Object]
The Outcome,[object Object],SharePoint is a growing Interoperable UI, Identity, Search, and Data Access Platform.,[object Object]
What to watch out for…,[object Object],Remember this?,[object Object],“Interoperability is the ability of a system to work with other systems without special effort on the part of the customer.”,[object Object],without special effort ,[object Object]
What is the BCS?,[object Object]
BCS External Data Benefits?,[object Object],External Data,[object Object]
You could look at this diagram…,[object Object],SharePoint Client,[object Object],BCS in Office Client,[object Object],Identity Federation,[object Object],service,[object Object],BCS in SharePoint,[object Object],BCS Meta,[object Object],Data Store,[object Object],BDC,[object Object],Client Data,[object Object],Cache,[object Object],BDC,[object Object],ASCustom,[object Object],Connector,[object Object],DB,[object Object],Connector ,[object Object],WCF /WS,[object Object],Connector,[object Object],.NET Assembly,[object Object],Connector ,[object Object],Client to Backend  Direct Connection,[object Object],External data,[object Object],Persistence Store,[object Object],Data Cubes,[object Object],Custom .NET assembly,[object Object],SAP,[object Object],ORACLE,[object Object],Siebel,[object Object],SQL,[object Object]
Or this simplified one…,[object Object]
External Content Types,[object Object],Describes:,[object Object],[object Object]
How this data behaves within SharePoint and OfficeAdded to the BCS Service Through:,[object Object],[object Object]
Visual Studio 2010
Via an Import into the Business Data Connectivity Service as part of a modelManage and Re-Use from a Central Location,[object Object]
External Lists,[object Object],The external content type is leveraged in a variety of ways…,[object Object],Such as for Exposing External Data as an External SharePoint List ,[object Object],Full CRUD capability ,[object Object],Familiar UI and Navigation,[object Object],Sort, Filter, Group,[object Object],Programmatic Access via SPList OM,[object Object],Profile Page for Each Item,[object Object],Form,[object Object],Auto-generated OOB,[object Object],Upsize to InfoPath,[object Object],Can be Taken “Offline”,[object Object]
Offline Lists,[object Object],External Lists also be leveraged as Offline “Lists”,[object Object],They can be Downloaded to a SharePoint Workspace as Lists or Word Document Libraries with External Data Columns,[object Object],Or Connected to Outlook as Contacts, Tasks, Calendars and Posts,[object Object]
Office Applications and Search,[object Object],External Content Types can also be leveraged in…,[object Object],Or Leveraged to allow for External Data Searching or Filtering,[object Object],Many other Office Applications (or Custom Applications),[object Object],w/ Code,[object Object]
Bonus! Integration Webparts,[object Object],Bonus!,[object Object],Integration Webparts,[object Object],Web Parts,[object Object],External Data List ,[object Object],External Data Item,[object Object],External Data Item Builder,[object Object],External Data Related List,[object Object],External Data Connectivity Filter,[object Object],Chart Web Part (New),[object Object],w/ Code,[object Object]
Didn’t those webparts work with the BDC?,[object Object]
So what’s different? (Besides the Chart Control?),[object Object],Read/Write Capability,[object Object],Claims Aware,[object Object],Connect via ADO/SQL, WCF/WS, .Net Assembly and Custom Connectors,[object Object],Batch and Bulk Operation Support,[object Object],BDC is still used for search indexing connectors in 2010 they added blob, incremental crawl and item level security.,[object Object],They added symmetrical server and client runtimes. Allowing them to connect from client or server directly to external data.,[object Object],SQL CE database is used to cache external data which allows for “cached mode” behavior on external data basically creating a rich client cache.,[object Object]
How do I actually build it out?,[object Object]
Where things fit.,[object Object],Custom,[object Object],[object Object]
Use Custom Code to Integrate Data into any Office Application
Business Logic In Forms
Create Reusable Components (UI parts, ECTs, Actions)Customize,[object Object],[object Object]
Workflow
Web Part Pages
Outlook Taskpane and RibbonOut-of-box,[object Object],[object Object]
Connect those lists to Outlook, SPW
External Data ColumnsIntermediate,[object Object],Simple,[object Object],Advanced,[object Object],NO CODE,[object Object],“NO CODE”,[object Object],CODE,[object Object],SharePoint Designer,[object Object],SharePoint SDK,[object Object],Visual,[object Object],Studio,[object Object],Advanced Developer,[object Object],Developer,[object Object],Power User,[object Object]
SharePoint Designer Process,[object Object],Discover your Data Source,[object Object],[object Object]
Web services
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