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SPTechCon
                                           The SharePoint
                                           Technology Conference




SharePoint 2010
Integration and Interoperability:
What you Need to Know


                             Presented By: Richard Harbridge
                                   #SPTechCon @RHarbridge


     SPTechCon
     The SharePoint
#SPTechCon @RHarbridge
     Technology Conference
SPTechCon
                                    The SharePoint
                                    Technology Conference




                        Who am I?



                                             Boston
                                           Washington




SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                  The SharePoint
                                  Technology Conference




  Our Goal Today…

           From Here    To Here




SPTechCon
The SharePoint
Technology Conference
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!

SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                        The SharePoint
                                        Technology Conference




                        Business Data
                         Challenges



SPTechCon
The SharePoint
Technology Conference
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
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
SPTechCon
                                       The SharePoint
                                       Technology Conference




                         The Outcome
  There are challenges that disparate and
disconnected business data systems cause.




 SPTechCon
 The SharePoint
 Technology Conference
SPTechCon
                                              The SharePoint
                                              Technology Conference




           What to watch out for…
                        Technology
     No system, product or application
    can completely solve business data
                challenges.
              Process



                                     People




SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                The SharePoint
                                Technology Conference




           SharePoint’s Important
              Interoperability



SPTechCon
The SharePoint
Technology Conference
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
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
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 @RHarbridge
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 Integrated
        Authentication driven web site.
     Delegation with Back-End Systems
        Showing data from another server on a
        SharePoint web page.
#SPTechCon @RHarbridge
1. By adhering to published interface standards.

                        Claims Uses
                    Consistent Standards




#SPTechCon @RHarbridge *Doesn’t actually support SAML Protocol (SAMLP)
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 to
                Multiple Search Systems…
#SPTechCon @RHarbridge
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
A Search Platform Bonus!
                               Bonus!




#SPTechCon @RHarbridge
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
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 @RHarbridge
A Data Access Platform Bonus!
                              Bonus!   x2




#SPTechCon @RHarbridge
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
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
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 interoperability
or that OData is a standard… But the coolest part of interoperability?



 #SPTechCon @RHarbridge
SPTechCon
                                      The SharePoint
                                      Technology Conference




                        The Outcome
          SharePoint is a growing
         Interoperable UI, Identity,
     Search, and Data Access Platform.




SPTechCon
The SharePoint
Technology Conference
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.”




SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                      The SharePoint
                                      Technology Conference




                        What is the
                          BCS?



SPTechCon
The SharePoint
Technology Conference
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
Or this simplified one…
                                  External Data




                                    External
                                  Content Types




                   SharePoint
                                  Outlook Forms      Office
External Lists    Workspace w/                                    Search Results
                                  and Task Panes   Applications
                 InfoPath Forms




#SPTechCon @RHarbridge
External Content Types
Describes:                                   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
External Lists
                                      External Data

   The external content type is leveraged in a variety of ways…


                                        External
Such as for Exposing External Data    Content Types
as an External SharePoint List

                               Full CRUD capability
                    SharePoint Familiar UI and Navigation
                                         Outlook Forms      Office
External 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
Offline Lists
                                          External Data
External Lists also be leveraged as Offline “Lists”


                                           External
                                         Content Types




                         SharePoint
                                         Outlook Forms      Office
External Lists          Workspace w/                                     Search Results
                                         and Task Panes   Applications
                       InfoPath Forms




                 Or Connected to Outlook as
                 Contacts, Tasks, Calendars and Posts
#SPTechCon @RHarbridge
Office Applications and Search
                                      External Data


External Content Types can also be leveraged in…

                                       External       Or Leveraged to allow for
                                     Content Types
                                                      External Data Searching or Filtering


                   SharePoint
                                     Outlook Forms        Office
External Lists    Workspace w/                                              Search Results
                                     and Task Panes     Applications
                 InfoPath Forms

                 Many other Office Applications
                 (or Custom Applications)                w/ Code



#SPTechCon @RHarbridge
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             Office
External Lists    Workspace w/                                            Search Results
                                  and Task Panes          Applications
                 InfoPath Forms



                                                          w/ Code



#SPTechCon @RHarbridge
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 ADO/SQL, WCF/WS, .Net is still used for search indexing
                                         BDC
   Assembly and Custom Connectors connectors in 2010 they added
   Batch and Bulk Operation Support 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.


#SPTechCon @RHarbridge
How do I actually build it out?




#SPTechCon @RHarbridge
Where things fit.



   Out-of-box
    • Surface data in
      External Lists
    • Connect those lists to                          • Create Reusable
      Outlook, SPW                                      Components (UI
    • External Data Columns                             parts, ECTs, Actions)

           Simple              Intermediate                  Advanced

          NO CODE              “NO CODE”                       CODE



#SPTechCon @RHarbridge
   Power User                             Developer             Advanced Developer
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
Visual Studio Process




                         w/ Code




#SPTechCon @RHarbridge
Suggested Life Cycle




#SPTechCon @RHarbridge
SPTechCon
                                        The SharePoint
                                        Technology Conference




                          The Outcome
  The BCS has a bunch of new capabilities
bundled with some old enhanced BDC ones.




  SPTechCon
  The SharePoint
  Technology Conference
SPTechCon
                                  The SharePoint
                                  Technology Conference




           What to watch out for…
  Selecting the right tool is important.
         Practice makes perfect.




SPTechCon
The SharePoint
Technology Conference
That’s a lot of information!




#SPTechCon @RHarbridge
SPTechCon
                        The SharePoint
                        Technology Conference




SPTechCon
The SharePoint
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SPTechCon
                                The SharePoint
                                Technology Conference




                        Demo!




SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                       The SharePoint
                                       Technology Conference




                         The Outcome
 You saw how the BCS can be leveraged in
SharePoint Designer and in the SharePoint
                  UI.




 SPTechCon
 The SharePoint
 Technology Conference
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’.



SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                       The SharePoint
                                       Technology Conference




                        What are BCS
                        Limitations?



SPTechCon
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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
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
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
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
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
SPTechCon
                                      The SharePoint
                                      Technology Conference




                        The Outcome
    You now know more about the
limitations of BCS and will make fewer
             assumptions.




SPTechCon
The SharePoint
Technology Conference
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’.



SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                    The SharePoint
                                    Technology Conference




                   What about
                 SharePoint 2013?



SPTechCon
The SharePoint
Technology Conference
SharePoint 2013
                Main BCS Differences
  There are basically five 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. External List Enhancements – Performance
      improvements, limit per page, filtering, sorting, and export
      to excel.
  5. More client object model support! (Office 365)

#SPTechCon @RHarbridge
SPTechCon
                                       The SharePoint
                                       Technology Conference




                         The Outcome
SharePoint 2013 BCS isn’t really different.
     Just more flexible and capable.




 SPTechCon
 The SharePoint
 Technology Conference
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.)



SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                            The SharePoint
                                            Technology Conference




What we talked about…
1. Business Data Challenges Technology Challenges
   The Challenges Aren’t All
2. SharePoint’s Important Interoperability Platform
   Interface, Identity, Search and Data Access
3. 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 2010
4. Limitations of and Better than Most Options
   Good Enough BCS

SPTechCon
The SharePoint
Technology Conference
SPTechCon
                                                     The SharePoint
                                                     Technology Conference




Thank You
Organizers, 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.com
130+ SharePoint Standards at..       SPStandards.com
15 Pages of Important Questions at.. SharePointDiagnostics.com

    SPTechCon
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    Technology Conference

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SharePoint 2010 Integration and Interoperability: What You Need to Know by Richard Harbridge - SPTechCon

  • 1. SPTechCon The SharePoint Technology Conference SharePoint 2010 Integration and Interoperability: What you Need to Know Presented By: Richard Harbridge #SPTechCon @RHarbridge SPTechCon The SharePoint #SPTechCon @RHarbridge Technology Conference
  • 2. SPTechCon The SharePoint Technology Conference Who am I? Boston Washington SPTechCon The SharePoint Technology Conference
  • 3. SPTechCon The SharePoint Technology Conference Our Goal Today… From Here To Here SPTechCon The SharePoint Technology Conference
  • 4. 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! SPTechCon The SharePoint Technology Conference
  • 5. SPTechCon The SharePoint Technology Conference Business Data Challenges SPTechCon The SharePoint Technology Conference
  • 6. 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
  • 7. 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
  • 8. SPTechCon The SharePoint Technology Conference The Outcome There are challenges that disparate and disconnected business data systems cause. SPTechCon The SharePoint Technology Conference
  • 9. SPTechCon The SharePoint Technology Conference What to watch out for… Technology No system, product or application can completely solve business data challenges. Process People SPTechCon The SharePoint Technology Conference
  • 10. SPTechCon The SharePoint Technology Conference SharePoint’s Important Interoperability SPTechCon The SharePoint Technology Conference
  • 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? #SPTechCon @RHarbridge
  • 12. 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. Is it a UI Platform? #SPTechCon @RHarbridge
  • 15. Why would we use SharePoint as a User Interface Platform? #SPTechCon @RHarbridge
  • 16. Consistent User Experience Across Browsers Well.. Almost. #SPTechCon @RHarbridge
  • 17. 1. By adhering to published interface standards. It’s a UI Platform #SPTechCon @RHarbridge
  • 18. A UI Platform Bonus? Bonus! #SPTechCon @RHarbridge
  • 19. Leverage Office and SharePoint Interface Familiarity #SPTechCon @RHarbridge
  • 20. Is it an Identity Platform? #SPTechCon @RHarbridge
  • 21. Why would we use SharePoint as an Identity Platform? #SPTechCon @RHarbridge
  • 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. #SPTechCon @RHarbridge
  • 23. 1. By adhering to published interface standards. Claims Uses Consistent Standards #SPTechCon @RHarbridge *Doesn’t actually support SAML Protocol (SAMLP)
  • 24. It’s an Identity Platform #SPTechCon @RHarbridge
  • 25. Is it a Search Platform? #SPTechCon @RHarbridge
  • 26. Why would we use SharePoint as a Search Platform? #SPTechCon @RHarbridge
  • 27. Query a 3rd Party Search Engine Using SharePoint UI Federate Queries to Multiple Search Systems… #SPTechCon @RHarbridge
  • 28. 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
  • 29. A Search Platform Bonus! Bonus! #SPTechCon @RHarbridge
  • 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… #SPTechCon @RHarbridge
  • 31. It is a Search Platform #SPTechCon @RHarbridge
  • 32. Is it a Data Access Platform? #SPTechCon @RHarbridge
  • 33. SharePoint Does a Great Job of Accessing SharePoint Content! #SPTechCon @RHarbridge
  • 34. What about External Systems and Content? ___ BCS #SPTechCon @RHarbridge
  • 35. A Data Access Platform Bonus! Bonus! x2 #SPTechCon @RHarbridge
  • 36. 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
  • 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. #SPTechCon @RHarbridge
  • 38. 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 interoperability or that OData is a standard… But the coolest part of interoperability? #SPTechCon @RHarbridge
  • 39. SPTechCon The SharePoint Technology Conference The Outcome SharePoint is a growing Interoperable UI, Identity, Search, and Data Access Platform. SPTechCon The SharePoint Technology Conference
  • 40. 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.” SPTechCon The SharePoint Technology Conference
  • 41. SPTechCon The SharePoint Technology Conference What is the BCS? SPTechCon The SharePoint Technology Conference
  • 42. 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
  • 43. Or this simplified one… External Data External Content Types SharePoint Outlook Forms Office External Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms #SPTechCon @RHarbridge
  • 44. External Content Types Describes: 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
  • 45. External Lists External Data The external content type is leveraged in a variety of ways… External Such as for Exposing External Data Content Types as an External SharePoint List Full CRUD capability SharePoint Familiar UI and Navigation Outlook Forms Office External 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
  • 46. Offline Lists External Data External Lists also be leveraged as Offline “Lists” External Content Types SharePoint Outlook Forms Office External Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms Or Connected to Outlook as Contacts, Tasks, Calendars and Posts #SPTechCon @RHarbridge
  • 47. Office Applications and Search External Data External Content Types can also be leveraged in… External Or Leveraged to allow for Content Types External Data Searching or Filtering SharePoint Outlook Forms Office External Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms Many other Office Applications (or Custom Applications) w/ Code #SPTechCon @RHarbridge
  • 48. 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 Office External Lists Workspace w/ Search Results and Task Panes Applications InfoPath Forms w/ Code #SPTechCon @RHarbridge
  • 49. Didn’t those webparts work with the BDC? #SPTechCon @RHarbridge
  • 50. 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 Batch and Bulk Operation Support 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. #SPTechCon @RHarbridge
  • 51. How do I actually build it out? #SPTechCon @RHarbridge
  • 52. Where things fit. Out-of-box • Surface data in External Lists • Connect those lists to • Create Reusable Outlook, SPW Components (UI • External Data Columns parts, ECTs, Actions) Simple Intermediate Advanced NO CODE “NO CODE” CODE #SPTechCon @RHarbridge Power User Developer Advanced Developer
  • 53. 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
  • 54. Visual Studio Process w/ Code #SPTechCon @RHarbridge
  • 56. SPTechCon The SharePoint Technology Conference The Outcome The BCS has a bunch of new capabilities bundled with some old enhanced BDC ones. SPTechCon The SharePoint Technology Conference
  • 57. SPTechCon The SharePoint Technology Conference What to watch out for… Selecting the right tool is important. Practice makes perfect. SPTechCon The SharePoint Technology Conference
  • 58. That’s a lot of information! #SPTechCon @RHarbridge
  • 59. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference
  • 60. SPTechCon The SharePoint Technology Conference Demo! SPTechCon The SharePoint Technology Conference
  • 61. SPTechCon The SharePoint Technology Conference The Outcome You saw how the BCS can be leveraged in SharePoint Designer and in the SharePoint UI. SPTechCon The SharePoint Technology Conference
  • 62. 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’. SPTechCon The SharePoint Technology Conference
  • 63. SPTechCon The SharePoint Technology Conference What are BCS Limitations? SPTechCon The SharePoint Technology Conference
  • 64. 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
  • 65. 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
  • 66. 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
  • 67. 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
  • 68. 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
  • 69. SPTechCon The SharePoint Technology Conference The Outcome You now know more about the limitations of BCS and will make fewer assumptions. SPTechCon The SharePoint Technology Conference
  • 70. 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’. SPTechCon The SharePoint Technology Conference
  • 71. SPTechCon The SharePoint Technology Conference What about SharePoint 2013? SPTechCon The SharePoint Technology Conference
  • 72. SharePoint 2013 Main BCS Differences There are basically five 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. External List Enhancements – Performance improvements, limit per page, filtering, sorting, and export to excel. 5. More client object model support! (Office 365) #SPTechCon @RHarbridge
  • 73. SPTechCon The SharePoint Technology Conference The Outcome SharePoint 2013 BCS isn’t really different. Just more flexible and capable. SPTechCon The SharePoint Technology Conference
  • 74. 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.) SPTechCon The SharePoint Technology Conference
  • 75. SPTechCon The SharePoint Technology Conference What we talked about… 1. Business Data Challenges Technology Challenges The Challenges Aren’t All 2. SharePoint’s Important Interoperability Platform Interface, Identity, Search and Data Access 3. 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 2010 4. Limitations of and Better than Most Options Good Enough BCS SPTechCon The SharePoint Technology Conference
  • 76. SPTechCon The SharePoint Technology Conference Thank You Organizers, 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.com 130+ SharePoint Standards at.. SPStandards.com 15 Pages of Important Questions at.. SharePointDiagnostics.com SPTechCon The SharePoint Technology Conference

Editor's Notes

  1. 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. 
  2. OData supportSharePoint 2013 introduces support for OData Business Data Connectivity (BDC) connections. This is in addition to data connections for WCF, SQL Server, and .NET assemblies. The Open Data Protocol (OData) is a web protocol that is used to query and update data. OData applies web technologies such as HTTP, Atom Publishing Protocol (AtomPub), and JavaScript Object Notation (JSON) to provide access to information from a variety of applications, services, and stores. For more information about OData, see Introducing OData: Data Access for the Web, the cloud, mobile devices, and more in the MSDN Library. For years, SharePoint has been an OData provider, which means a SharePoint list can be consumed by using OData. In SharePoint 2013, you can now connect to an external data source by using OData. For examples of OData providers and for more information about OData support, see “Connecting to Open Data (OData) Data Sources” in What’s new in Business Connectivity Services for developers in the MSDN Library. For more information on using OData in BCS in SharePoint 2013, see Using OData sources with Business Connectivity Services in SharePoint 2013 in the MSDN Library. Business Connectivity Services supports Anonymous, Basic, Windows, and Custom authentication to OData services when it is used with the Secure Store Service. If you want to apply permissions at more discrete levels, use OData connections. OData connections provide an easier way to create BDC models that work for both SharePoint 2013 and Office 2013 client applications. In SharePoint 2013, you can connect external lists that are surfaced through OData to Office 2013 clients and you can work with the data when you are offline. When the Office 2013 client reconnects, it performs bidirectional synchronization with the OData source. Automatic generation of BDC models for OData data sourcesBefore SharePoint 2013 or SharePoint Online can be used as an interface to external data, they must understand what kind of data source it is, how to talk to it, and what kind of authentication the external system expects. These items — and also which tables to read, which items from those tables are of interest, and which operations to perform on them — are all described to Business Connectivity Services in a BDC model. In SharePoint 2013, you must use Visual Studio 2010 to create BDC models for OData data sources. To make the BDC model creation process smoother, Visual Studio 2010 will be able to connect to the OData endpoint through Business Connectivity Services and read the OData source. Visual Studio 2010 will then automatically generate the BDC model based on the available metadata. The BDC model can then be either imported into the Business Data Catalog as a farm-scoped external content type, or be included in an app for SharePoint. Farm-scoped external content types can be used in external data lists, business data Web Parts, or business data in lists anywhere across the SharePoint farm. The BDC model will not contain any filters because it is not possible to know what these would be beforehand. By default, Visual Studio 2010 will generate all the Business Connectivity Services operations for all the OData operations (Get, Put, Post, and Delete). 7 Event listenerSharePoint 2013 provides an event listener. The event listener includes an event subscriber on the SharePoint 2013 side. The subscriber receives notifications from the event publisher (on the external system side) on changes to the data and then initiates predefined actions when changes occur. This enables SharePoint users and custom code to receive notifications of events that occur in the external system. The users and custom code need to explicitly subscribe to events on entities for which they want to receive a notification. The external system can use any of the supported connections (OData, SQL, or WCF) for transactions with the external system. However, to support eventing, the external system must implement interfaces that allow users to subscribe to events and it must send the notifications back as ATOM feeds or JSON objects to the SharePoint 2013 endpoint. Subscriptions enable event receivers on external listsSharePoint 2013 supports a pull model for getting data from an external system and it introduces a subscription model. In this version, developers can create BDC models that subscribe to published events from an event publisher in the external system. The developers can target a particular entity in the external system, such as the Customer entity, and receive notifications about events that are published on that entity. This enables developers to write custom code for external lists that trigger SharePoint events when data is changed. SharePoint users can also subscribe to alerts on external lists that are associated with a BDC model in which a developer has defined a subscription. For example, you can create a custom event on an external list that sends an email message to an employee when a customer account is assigned to that employee in the external system. You can do this by subscribing to a particular event (or alert) on a particular view of an external list. Note that users can subscribe to an event the same way that they did in SharePoint Server 2010. For information about how to subscribe to an alert, see Create an alert or subscribe to an RSS Feed on Office.com. For more information, see “Receiving Events from External Systems” in What’s new in Business Connectivity Services for developers in the MSDN Library. Support for apps for SharePointSharePoint 2013 introduces apps for SharePoint. By using apps for SharePoint, you can add functionality to a SharePoint site by using the self-contained app for SharePoint. When installed, apps for SharePoint do not make any changes to the underlying code on the computer that is running SharePoint Server. Therefore, each app for SharePoint is isolated from the rest of the system. Because apps for SharePoint contain all the resources that they need to function, they are very safe to use and also can be uninstalled cleanly. This article focuses on Business Connectivity Services support for apps for SharePoint. Business Connectivity Services supports apps for SharePoint in two ways. First, BDC models can be scoped to apps for SharePoint. Second, connection information is defined and stored separately from the app-scoped BDC model in BDC connections. About SharePoint app-scoped external content types and connectionsIn SharePoint 2013, developers of apps for SharePoint can package BDC models in an app for SharePoint. The Business Connectivity Services runtime then creates external content types that are scoped to the app for SharePoint. This limits use of the external content type to the app for SharePoint. 8 Connection properties can be specified in two ways, either in the BDC model that is contained in the app for SharePoint or in a Business Connectivity Services connection settings object that is created and stored in the Secure Store. Otherwise, if you connect to a data source that requires authentication, the connection must be defined separately in the Business Connectivity Services layer by a developer. Also, an OData connection must be used to connect the app for SharePoint to the external data source. By defining the connections separately from the BDC models that are packaged within the app for SharePoint, administrators can more easily manage connections to external systems. A Business Connectivity Services connection settings object is a combination of the following:  A name for the connection.  The endpoint URL of the data source.  A declaration of the credential type and authentication method that will be used to authenticate with the endpoint URL of the data source. You must use a credential type and authentication method that is supported by the external data source. For example, you can declare that the connection will use the credentials of the user that is logged in or a different set. Certificate details can be included also. When an administrator installs an app for SharePoint that needs to access a data feed through Business Connectivity Services, the app for SharePoint must use a BDC connection. During installation, the administrator must grant permission to the app for SharePoint to use the appropriate BDC connection. Note that external content types created from an app-scoped BDC model are scoped to only the app for SharePoint that contains the model. However, multiple apps for SharePoint — each of which contains an app-scoped BDC model — can all point to the same Business Connectivity Services connection settings object. In this way, connection settings can be reused across different apps for SharePoint. For more information about what’s new for developers forapp-scoped external content types and how to create a connection, see “App-Scoped External Content Types” in What’s new in Business Connectivity Services for developers in the MSDN Library. For a developer overview of apps for SharePoint, see App-scoped external content types in SharePoint 2013 External list enhancementsSharePoint 2013 includes enhancements to external lists that bring them to functional parity with other SharePoint lists. Performance improvements in external listsSharePoint 2013 introduces a number of improvements for external lists. These improvements reduce the load on the database servers in the SharePoint farm and increase the speed of list rendering. Performance is enhanced by having the external system do paging, filtering, and sorting of the external list data before it is sent to SharePoint. Limiting records returned by the external systemWhen a limit filter is defined for a BDC model, users can specify the number of records in the list that they want displayed per page. 9 Data source filteringUsers can use a drop-down list on a column in an external list to filter queries. Developers can prepare Collaborative Application Markup Language (CAML) queries or calls to the SPList object model to filter a list. In SharePoint 2013, if a data source filter is defined in the BDC model, the filtering occurs on the external system before it is passed to SharePoint. Sorting external listsIn SharePoint 2013, the user’s request to sort an external list is sent to the external system. The external system sorts the data, and then sends it to the external list. To do this, the solution developer adds a sort filter to the BDC model for each column in the external list that the developer wants users to be able to sort. Sorting is applied on the entire dataset in the external system, instead of just the first set of data retrieved. The result is an accurately sorted list that is displayed to the user. For more information about paging, filtering, and sorting external lists, see “Enhanced Filtering, Sorting and paging for external lists” in What’s new in Business Connectivity Services for developers in the MSDN Library. Export external lists to ExcelIn SharePoint 2013, you can export an external list to Excel 2010 or to Excel 2013. This works much like exporting SharePoint native lists to Excel in SharePoint Server 2010. However, there are some differences in how you control what gets exported and how you work with the exported data. By default, exporting external lists is enabled. However, an administrator can disable this. When you export an external list to Excel, you basically get the list as it is displayed in the browser. You get only the data that is present in the selected view and the rows and columns in Excel will have the same sorting and filtering applied as the external list. The column names in the exported data will have the same language settings as the external list and the exported data is subject to any filters that are on the external system. The process of exporting data creates a one-way (external list to Excel) link between the external list and the Excel version of the list. The Excel version can be refreshed at any time to reflect the current state of the source external list. This means that any changes users might have made to the Excel version are overwritten. Changes that are made in the Excel version are never pushed back up to the source external list. Business Connectivity Services in SharePoint Online enhancementsAll Office 365 for enterprises subscriptions include SharePoint Online. This version of SharePoint Online introduces Business Connectivity Services to the Office 365 users. By using this version, you will be able to bring external data into SharePoint Online from cloud-based data sources and from data sources that are behind your company’s firewall in a hybrid scenario. Microsoft Business Connectivity Services can consume data sources that are exposed as WCF services, SQL Azure data services, OData endpoints, and web services. 10 REST (CSOM) object model for Microsoft Business Connectivity Services for web and mobile app developersIn SharePoint 2013, Business Connectivity Services exposes the Representational State Transfer (REST) APIs for web and mobile app developers to use. These APIs provide a standard interface to the developers. Business Connectivity Services Client Runtime supports side-by-side Office 2010 and Office 2013 installationsBusiness Connectivity Services Client Runtime now supports side-by-side installation of Office 2010 and Office 2013 on the same client computer. For example, if Outlook 2010 and Lync 2013 are installed on the same client computer, by default both versions of Business Connectivity Services Client Runtime are also installed. This new feature enables Office 2010 and Office 2013 to continue to work without causing conflicts or failures when Microsoft Business Connectivity Services Client Runtime is used. OData Windows PowerShell cmdletsSharePoint 2013 includes the following six new Windows PowerShell cmdlets specifically for OData.  Get-SPODataConnectionSettingReads a Business Connectivity Services connection of a BDC service application and returns the Business Connectivity Services connection object.  Get-SPODataConnectionSettingMetadataReturns Business Connectivity Services connection metadata properties.  New-SPODataConnectionSettingCreates a new Business Data Connectivity connection.  Remove-SPODataConnectionSettingDeletes the Business Connectivity Services connection object together with its metadata object.  Set-SPODataConnectionSettingCan be used to edit the properties of an existing Business Connectivity Services connection.  Set-SPODataConnectionSettingMetadataCan be used to edit metadata properties of an existing Business Connectivity Services connection.
  3. 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&apos;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