Accessing and Surfacing LOB Data in SharePoint 2010

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Presentation transcript:

Accessing and Surfacing LOB Data in SharePoint 2010 K. Meena Director SymIndia Training & Consultancy Pvt Ltd Bangalore

Agenda Challenges with External Data access/use BCS Architecture External Content Type – a deep look Presentation of External Data in SharePoint 2010 in Office 2010 Access using Client OMs

Agenda Challenges with External Data access/use BCS Architecture External Content Type – a deep look Presentation of External Data in SharePoint 2010 in Office 2010 Access using Client OMs

Challenges With Back End Data Microsoft SharePoint Conference 2009 9/4/2018 Challenges With Back End Data IT Challenges The UI is confusing It is difficult to use – both read and write Can't work with the data when and where I want to Can’t easily search for business data It would be nice if data can be used offline Need to have office look and feel – tasks,contacts etc. Need to involve IT to service my requests for data access End User Challenges Islands of business data Overhead for IT to service all user requests Manage security, auditing, connectivity One off projects for connecting to external systems © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft SharePoint Conference 2009 9/4/2018 Requirement Bring external data into SharePoint and Office Provide External Data in a Centrally Managed Way Business Connectivity Services © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Agenda Challenges with External Data access/use BCS Architecture External Content Type – a deep look Presentation of External Data in SharePoint 2010 in Office 2010 Access using Client OMs

Business Connectivity Services Office Applications BCS Client Design Tools SharePoint Dev Platform Business Intelligence Enterprise Content Management Collaboration Social Enterprise Search SharePoint Designer External Lists Visual Studio External Content Type Repository Business Data Connectivity LOB Web Service WCF DB .NET assembly

Data & Connectivity SharePoint Client BCS in Office Client Client to Backend Direct Connection BDC In memory Client Cache SharePoint Client BCS in SharePoint Identity Federation service BCS Meta Data Store BDC DB Connector WCF /WS Connector .NET Assembly Connector AS Custom Connector Persistence Store SAP ORACLE Siebel SQL Data Cubes Custom .NET assembly External data

Agenda Challenges with External Data access/use BCS Architecture External Content Type – a deep look Presentation of External Data in SharePoint 2010 in Office 2010 Access using Client OMs

External Content Types The building block Metadata Descriptions of connectivity information and data definitions Behaviors to apply Office Clients (Rich) BCS External Data Source (Web Service, DB, .Net object, LOB system, Web 2.0 service, etc.) External Content Type (ECT) BCS SharePoint (Thin)

DEMO ECT Creation via SharePoint Designer & VS 2010 K. Meena Director SymIndia Training & Consultancy Pvt Ltd

Agenda Challenges with External Data access/use BCS Architecture External Content Type – a deep look Presentation of External Data in SharePoint 2010 in Office 2010 Access using Client OMs

Solution Types, Tools & Roles 9/4/2018 9:12 PM Custom connectivity for data aggregation, transformation, security, etc. Use custom code to integrate data into any Office app Business logic in forms Create reusable components (UI parts, ECTs, actions) Customize InfoPath forms Outlook taskpane and ribbon Word (QuickParts) Workflow Web Part Pages Surface data in External Lists Connect those lists to Outlook, SPW Simple Intermediate Advanced NO CODE* Advanced Developer Visual Studio CODE SharePoint Designer SharePoint SDK Power User Developer © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Exposing Your Data From SharePoint External Data Columns External Lists Chart WebPart Business Data WebParts Business Data List/Related List Business Data Item Builder Business Data Item BDC OM SharePoint OM Client Side OM (CSOM) No Code Solutions Custom Code

Presentation Offline External List Connect to Outlook as Contacts Tasks Calendars Posts Download to SharePoint Workspace as Lists Word doc libraries with external data columns

DEMO PRESENTATION IN SHAREPOINT & OFFICE K. Meena Director SymIndia Training & Consultancy Pvt Ltd

Agenda Challenges with External Data access/use BCS Architecture External Content Type – a deep look Presentation of External Data in SharePoint 2010 in Office 2010 Access using Client OMs

BCS Client and Server

CSOM

Client Side Object Model Remote Access Three sets of APIs .NET Managed Client Object model ECMAScript Silverlight

DEMO CLIENT SIDE ACCESS K. Meena Director SymIndia Training & Consultancy Pvt Ltd

Summary BCS brings External Data into SharePoint and Office Client/server connectivity with CRUDQ operations Online/offline access Search and Profile Pages Tools for rapid assembly of business solutions declaratively Baked into the Platform Easy surfacing of Data – Server and client

THANK YOU! K. Meena Director SymIndia Training & Consultancy Pvt Ltd meena@symindia.com

© 2011 Microsoft Corporation. All rights reserved © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.