building business applications using business connectivity services using share point designer 2010...

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Chakkaradeep Chandran (Chaks)Solutions SpecialistIntergen

Building Business Applications using BCS & SharePoint Designer 2010

SESSION CODE: OFS203

3 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Agenda

Overview of Business Connectivity Services (BCS)Building BCS Solutions using SharePoint Designer 2010BCS AuthenticationWorkflows and BCSBCS LimitationsMore demos…

4 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

What is BCSA set of features that provide the capability to connect SharePoint 2010 and Office 2010 applications to any external system:

Line-of-Business system (Microsoft Dynamics, Oracle, or Siebel)Web 2.0 serviceCustom home-grown application

Provides read/write capabilities to those external systemsIt provides out-of-box features, services and tools that streamline development to deeply integrate external data and services

5 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

What about Business Data Catalog (BDC)

Introduced in Microsoft Office SharePoint 2007Read/Write Support

Read is nice Write back would be even more powerful

Tooling SupportNeed an easier way to create, debug and maintain appdef XML files

I wish it was baked into the PlatformWouldn’t it be nice to take it offline?

6 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

BCS Features

Write-back to External SystemsFamiliar UIMore Connectivity OptionsExtensible Provider ModelBatch and Bulk Operation SupportRead BLOBsRead and Write-back of Complex TypesLife Cycle ManagementRich Client Integration

7 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

BCS Tooling Support

SharePoint Designer 2010 Visual Studio 2010

Business Connectivity Services

BCS Client

SharePoint

Business Data Connectivity

External Content Type Repository

External Lists

Dev PlatformEnterprise

SearchBusiness

IntelligenceCollaboration

Social

Enterprise Content

Management

Web 2.0DBWCFWeb ServiceLOB

Design Tools

SharePoint Designer

Visual Studio

11 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

External Content Types

External Content Type (ECT)

*formerly known as BDC Entity

External Data Source(WebService, DB, .Net

object, LOB system, Web 2.0 service, etc.)

Office Clients

BCS ClientDescribes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint

SharePoint

BCS

CustomerFirstNameLastName

Email

GetCustomer()GetCustomers()

UpdateCustomer()DeleteCustomer()

12 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Presentation Features

External ListsExternal Data ColumnsBusiness Data Web PartsExternal Content Type PickerExternal Item PickerProfile PagesPresentation Features in Office 2010

13 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

External Lists

Expose external data as a native SharePoint list Full CRUD capability Familiar UI and navigationSort, Filter, GroupProgrammatic access via SPList OMProfile page available for each item in the list Form

Auto-generated OOBUpsize to InfoPath

Offline-able

14 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Surfacing External Data

External Data Columns Add data from external content types to standard SharePoint listsCan be made available as Content Controls in Word

Web Parts (SharePoint Server 2010)Business Data List Business Data ItemBusiness Data Item BuilderBusiness Data Related ListBusiness Data Connectivity FilterChart Web Part

External Data Search (SharePoint Server 2010)Integrate External Data into search results

15 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Solution Types

Simple Advanced

• 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)

• Surface data in External Lists

• Connect those lists to Outlook, SPW

Intermediate

• Customize• InfoPath forms• Outlook task pane and

ribbon• Workflow• Web Part Pages

16 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

BCS Hello World Demo

17 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Authentication in BCS

OOB Support for:Windows AuthenticationForms Based AuthenticationClaims based Authentication

Authentication modesRevert-to-Self (process account)Pass-through (logged on user)Single Sign On (Secure Store)

Secure Store ServiceCan store windows credentials or non-windows credentialsA credentials page available to gather credentials from a user & store it in SSSExtensibility to plug in another SSO

Authentication in BCS

SharePoint Server

Legacy LOBWeb 2.0

Claims Aware Service

Process Account

Logged-onuser

CredentialsTicketDelegation TokenOther

CredentialsApplicationDelegated

Token

SAML Token

BCSRuntime

Application

Web Part

External List

PassThrough (Uses logged-on user)RevertToSelf (Uses process account)SSO Authentication (Credentials, etc. from Secure Store)

Modes:

Secure Store Service

19 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Permissions in BCSM

etad

ata

Cata

log

Model

External System (LobSystem)

External Content Type

Method

Method Instance

Parameter Type Descriptor

Filter DescriptorAssociation Group

Identifier

Action Action Parameter

External System Instance

Can be assigned via UI & set on the object itself

Can be set on the object itself Takes it permission from Parent

20 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Using Secure Store Service with BCS

21 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

BCS AssociationsSales Order Table

Customers Table

Sales Order External ListSales Order External List

22 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

BCS Associations

Supported AssociationsOne-to-many Associations - based on a foreign key

A foreign key must be present in the External systemUn-Supported Associations

Many-to-Many Associations – no foreign keyUsers will have to develop these Associations in the XML of the BDC Model files manually using an XML editor or through another External Content Type designer such as Visual Studio 2010.

Associations with Multiple Related External Content Types

23 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

BCS Associations Demo

24 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Searching External Data

Create Search Content SourceEnsure Permissions are setCreate ProfilePage SiteEnable ProfilePages in BCS Central AdminCrawl

25 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Searching External Data using BCS Demo

26 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

External Lists and Workflows

Workflows cannot be associated with an External ListThis does not mean that workflow does not work with external listsYou can create a site workflow or list workflow and have it read or update from an external list

Workflows accessing BCS will always run as service account, even under impersonation stepOnly supported with Secure Store Service (SSS) or RevertToSelf authentication modes

27 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Workflows and BCS

28 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Read BLOB using BCS Demo

29 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

BCS Limitations

Workflows cannot be configured on External ListItem level Permissions cannot be given on items in External List interfaceExport to Excel feature is not available on External ListsVersioning cannot be configured on items in External ListsItem History is not available in External Lists

30 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

BCS Limitations

Datasheet View cannot be used in External ListsRSS Feed cannot be configured on External ListsRatings are not supported on in External ListsListData.svc can’t be used for providing REST based access to External List dataExternal Data Columns cannot be used as Site Level columns (can’t be consumed in Site Level Content types)

31 www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

Breakout sessions - Wednesday, September 1 16:15 - 17:15OFS401 Business Connectivity Solutions Runtime and Object Model Deep Dive

Breakout sessions - Monday, August 30 17:25 - 18:25OFS209 The new world of SharePoint 2010 Architecture & Administration

Breakout sessions - Wednesday, September 1 10:40 - 11:40OFS307 Office 2010 and SharePoint 2010: The whole is greater…

Breakout sessions - Tuesday, August 31 14:55 - 15:55OFS303 Claims based authentication in SharePoint 2010

Related Content

What is Included in BCSBCS Feature SharePoint Foundation Standard Edition Enterprise Edition

External List

External Data column

BDC Service

Connector Framework

Secure Store Service

External Data Search

Profile Pages

Business Data Web Parts

Rich Client Integration

www.chakkaradeep.com || chaks@intergen.co.nz || http://bit.ly/bcs-resources

© 2008 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.

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