journeyteam - – 801.565.9199

JourneyTEAM - www.journeyteam.com – 801.565.9199

JourneyTEAM - www.journeyteam.com – 801.565.9199

Brent TenneyJourneyTEAM

Searching Line of Business Data

JourneyTEAM - www.journeyteam.com – 801.565.9199

• Expertise:– SharePoint– Microsoft Dynamics CRM– Microsoft Dynamics ERP - Great Plains (GP), Solomon (SL)

JourneyTEAM - www.journeyteam.com – 801.565.9199

• Brent Tenney

– 8 Years of Consulting Experience

– Microsoft Certified SharePoint Trainer

– 2nd time presenting at SharePoint Saturday

JourneyTEAM - www.journeyteam.com – 801.565.9199

• Business Data Connectivity Service

• External Content Type

• Search Content Source

• Environment

• Demo

• Summary

• Q&A

Schedule

JourneyTEAM - www.journeyteam.com – 801.565.9199

• Core function is to provide connectivity to various kinds of external systems.

Business Data Connectivity Service

JourneyTEAM - www.journeyteam.com – 801.565.9199

• define data that is stored in a supported external system, such as: – a SQL Server database, – other relational database, – a SharePoint site, – a Web service, – a custom data connector.

• an XML file that defines an object, such as “Account,” “Contact,” or “Lead,” that can be used in a business application. The definition can include the following information:– The fields of data that are contained in the object– The methods to create, read, update, query, or delete that object– Actions that users can take on the object– Information that supports connecting to the external data source that

provides the object’s data

External Content Type

JourneyTEAM - www.journeyteam.com – 801.565.9199

• a set of options that you use to specify what, when, and how to crawl.

• Options include:– SharePoint sites– Web Sites– File Shares– Exchange Public Folders– Line of Business Data– Custom Repositories

Search Content Source

JourneyTEAM - www.journeyteam.com – 801.565.9199

• Window Server 2008 R2• SQL Server 2008 R2• Dynamics CRM 2011• SharePoint Server 2010– Team Site– Basic Search Center– BDC Service Application– Search Service Application

Environment

JourneyTEAM - www.journeyteam.com – 801.565.9199

Demo

JourneyTEAM - www.journeyteam.com – 801.565.9199

• Business Data Connectivity Service– Configure Profile Page Host– Set Metadata Store Permissions

• External Content Type– Read Item & Read List Operations– Set as Title– Create Profile Page

• Search Service Application– Default Content Access Account– LOB Content Source– Full Crawl

• Edit Web Part– Choose Fields

Summary

JourneyTEAM - www.journeyteam.com – 801.565.9199

Questions & Answers

JourneyTEAM - www.journeyteam.com – 801.565.9199

Brent Tenney801.565.9199brent.tenney@journeyteam.com

Contact Information