Presented by Presented by

Kashif Akram Kashif Akram

User Group Lead – User Group Lead – www.dev30.com

Microsoft Office SharePoint server 2007 Microsoft Office SharePoint server 2007

An overview of business data An overview of business data catalogcatalog

Agenda Agenda

Overview Overview

Architecture Architecture

Business data features Business data features

Meta data model Meta data model

Prerequisites Prerequisites

Microsoft Office SharePoint server Microsoft Office SharePoint server

Microsoft Office Microsoft Office SharePoint server SharePoint server

Microsoft Office SharePoint Server 2007 is Microsoft Office SharePoint Server 2007 is an integrated suite of server capabilities an integrated suite of server capabilities that can help improve organizational that can help improve organizational effectiveness by providing comprehensiveeffectiveness by providing comprehensive content managementcontent management and and enterprise enterprise searchsearch, , accelerating shared business accelerating shared business processesprocesses, and , and facilitating information-facilitating information-sharing across boundariessharing across boundaries for better for better business insightbusiness insight

CollaborationCollaboration

PortalPortal

SearchSearch

Content ManagementContent Management

Business Process and FormsBusiness Process and Forms

Business IntelligenceBusiness Intelligence

ManagementManagement

PlatformPlatform

SharePoint Feature AreasSharePoint Feature AreasDocs/tasks/calendars, blogs, Docs/tasks/calendars, blogs,

wikis, e-mail integration, wikis, e-mail integration, project management “lite”, project management “lite”,

Outlook integration, Outlook integration, offline docs/listsoffline docs/lists

CollaborationCollaborationBusinessBusiness

IntelligenceIntelligence

PortalPortal

Enterprise Portal Enterprise Portal template, Site template, Site

Directory, My Sites, Directory, My Sites, social networking, social networking,

privacy controlprivacy control

Enterprise scalability,Enterprise scalability,contextual relevance, rich contextual relevance, rich people and business data people and business data

searchsearch

Rich and Web Rich and Web forms based front-forms based front-ends, LOB actions, ends, LOB actions, pluggable SSOpluggable SSO

Server-based Excel Server-based Excel spreadsheets and data spreadsheets and data visualization, Report visualization, Report Center, BI Web Parts, Center, BI Web Parts, KPIs/DashboardsKPIs/Dashboards

Integrated document Integrated document management, records management, records management, and Web management, and Web content management content management with policies and with policies and workflowworkflow

BusinessBusinessFormsForms

SearchSearchContentContentManagementManagement

PlatformPlatformServicesServices

Workspaces, Mgmt,Workspaces, Mgmt,

Security, Storage,Security, Storage,

Topology, Site ModelTopology, Site Model

CollaborationCollaboration

Collaboration FeaturesCollaboration Features

Real-time presence and communicationReal-time presence and communication

Social Networking Web PartSocial Networking Web Part

Standard site templatesStandard site templates

WikisWikis

BlogsBlogs

People and Groups listsPeople and Groups lists

CalendarsCalendars

E-mail integrationE-mail integration

Task coordinationTask coordination

SurveysSurveys

Document collaborationDocument collaboration

Issue TrackingIssue Tracking

PortalPortal

My Site personal siteMy Site personal site

Content syndicationContent syndication

Privacy and securityPrivacy and security

Site DirectorySite Directory

User Profiles and the Profile StoreUser Profiles and the Profile Store

Audience targetingAudience targeting

Site ManagerSite Manager

Mobile device supportMobile device support

Portal site templatesPortal site templates

SharePoint Sites and Documents SharePoint Sites and Documents Aggregation Web PartsAggregation Web Parts

Colleagues and Memberships Web PartsColleagues and Memberships Web Parts

Integration with Microsoft Office Access Integration with Microsoft Office Access 2007, Excel 2007, PowerPoint 2007, and 2007, Excel 2007, PowerPoint 2007, and Word 2007 Word 2007 

Integration with Microsoft Office Outlook Integration with Microsoft Office Outlook 20072007

Integration with Microsoft Office SharePoint Integration with Microsoft Office SharePoint Designer 2007Designer 2007

SearchSearch

Search (UI, relevance, security, search Search (UI, relevance, security, search results)results)

Cross Site Collection SearchCross Site Collection Search

Enterprise Content SourcesEnterprise Content Sources

People SearchPeople Search

Search FederationSearch Federation

Business Data SearchBusiness Data Search

Search CenterSearch Center

No Pre-Set Document LimitsNo Pre-Set Document Limits

Extensible Search ExperienceExtensible Search Experience

Relevance TuningRelevance Tuning

Continuous Propagation IndexingContinuous Propagation Indexing

Indexing ConnectorsIndexing Connectors

Security Trimmed ResultsSecurity Trimmed Results

Unified Administration DashboardUnified Administration Dashboard

Query and Results ReportingQuery and Results Reporting

Streamlined InstallationStreamlined Installation

High Availability & Load BalancingHigh Availability & Load Balancing

Content ManagementContent Management

Business Document Workflow SupportBusiness Document Workflow Support

Document Management Site TemplatesDocument Management Site Templates

Integration with Microsoft Information Integration with Microsoft Information Rights Management (IRM)Rights Management (IRM)

Document Information Panel Document Information Panel

Document Action Bar Document Action Bar

Retention and Auditing PoliciesRetention and Auditing Policies

Records RepositoryRecords Repository

E-Mail Content as RecordsE-Mail Content as Records

Legal HoldsLegal Holds

High Fidelity Websites with Consistent High Fidelity Websites with Consistent BrandingBranding

Navigation ControlsNavigation Controls

Content Authoring Content Authoring

Content Publishing and DeploymentContent Publishing and Deployment

Site TemplatesSite Templates

Page LayoutsPage Layouts

Site VariationsSite Variations

WYSIWYG Web Content EditorWYSIWYG Web Content Editor

Slide LibrariesSlide Libraries

Policies, Auditing and CompliancePolicies, Auditing and Compliance

Business Process and Business Process and FormsForms

Browser-based FormsBrowser-based Forms

Centralized Forms Management and Centralized Forms Management and ControlControl

““Design Once” Development ModelDesign Once” Development Model

Form Import WizardForm Import Wizard

Integrated Deployment Model for “No-Integrated Deployment Model for “No-code” Formscode” Forms

Compatibility CheckerCompatibility Checker

Business IntelligenceBusiness Intelligence

Integrated, Flexible Spreadsheet PublishingIntegrated, Flexible Spreadsheet Publishing

Share, Manage, and Control SpreadsheetsShare, Manage, and Control Spreadsheets

Web-based Business Intelligence Using Web-based Business Intelligence Using Excel ServicesExcel Services

Data Connection LibrariesData Connection Libraries

Business Data CatalogBusiness Data Catalog

Business Data Web PartsBusiness Data Web Parts

Business Data ActionsBusiness Data Actions

Integrated Business Intelligence Integrated Business Intelligence DashboardsDashboards

Report CenterReport Center

Key Performance IndicatorsKey Performance Indicators

Filter Web Parts Filter Web Parts

ManagementManagement

Configuration ManagementConfiguration Management

Administration User InterfaceAdministration User Interface

DelegationDelegation

Re-ParentingRe-Parenting

ProvisioningProvisioning

Usage AnalyticsUsage Analytics

MonitoringMonitoring

PlatformPlatform

RSS FeedsRSS Feeds

Consistent User ExperienceConsistent User Experience

Rights Trimmed User InterfaceRights Trimmed User Interface

Automatic Breadcrumb BarAutomatic Breadcrumb Bar

Quick Launch BarQuick Launch Bar

Top Navigation BarTop Navigation Bar

View ImprovementsView Improvements

Descriptive Menu ActionsDescriptive Menu Actions

Simplified Web Part User InterfaceSimplified Web Part User Interface

AccessibilityAccessibility

Recycle BinRecycle Bin

Backup/Restore Support for VSS (Volume Backup/Restore Support for VSS (Volume Shadow Copy Service)Shadow Copy Service)

Document LibrariesDocument Libraries

Large-List and Cross-List IndexingLarge-List and Cross-List Indexing

MetadataMetadata

Content TypesContent Types

Application TemplatesApplication Templates

WorkflowWorkflow

Tree ViewTree View

Append-only and Multi-Value Lookup FieldsAppend-only and Multi-Value Lookup Fields

Extensible Site and List TemplatesExtensible Site and List Templates

Subsite PromotionSubsite Promotion

Support for ASP.NET 2.0Support for ASP.NET 2.0

ASP.NET Master PagesASP.NET Master Pages

Performance CachingPerformance Caching

Object ModelObject Model

Field TypesField Types

Site ColumnsSite Columns

Content Type SettingsContent Type Settings

Folders in ListsFolders in Lists

Folder MetadataFolder Metadata

List IndexingList Indexing

Cross-List QueriesCross-List Queries

List ItemsList Items

Property BagsProperty Bags

Web ServicesWeb Services

Change LogsChange Logs

Event ReceiversEvent Receivers

Job ServiceJob Service

Feature FrameworkFeature Framework

Solution Deployment ModelSolution Deployment Model

Extensibility and Programmability of Extensibility and Programmability of SearchSearch

Excel Spreadsheet Developer Reuse and Excel Spreadsheet Developer Reuse and ExtensibilityExtensibility

Version HistoryVersion History

Major and Minor Version TrackingMajor and Minor Version Tracking

Folder- and Item-Level Access ControlsFolder- and Item-Level Access Controls

Virtual Server Security PoliciesVirtual Server Security Policies

Pluggable AuthenticationPluggable Authentication

LDAP Pluggable Authentication ProviderLDAP Pluggable Authentication Provider

Single Sign-On (SSO)Single Sign-On (SSO)

Common Search Technology and Common Search Technology and InfrastructureInfrastructure

Interoperability and IntegrationInteroperability and Integration

Overview Business Data Overview Business Data CatalogCatalog

BDC provides an easy way to integrate BDC provides an easy way to integrate business data from back-end server business data from back-end server applications, such as SAP or Siebel, with applications, such as SAP or Siebel, with your corporate portal to provide rich your corporate portal to provide rich solutions for end users without writing any solutions for end users without writing any code. You register business data exposed code. You register business data exposed in databases or through Web services in in databases or through Web services in the Business Data Catalog by creating the Business Data Catalog by creating metadata that describes the database or metadata that describes the database or Web service. The Business Data Catalog Web service. The Business Data Catalog then uses this metadata to make the right then uses this metadata to make the right calls into the data source to retrieve the calls into the data source to retrieve the relevant data.relevant data.

Customer NeedsCustomer NeedsBased on SPS 2003 feedbackBased on SPS 2003 feedback

Less integration codeLess integration code

Deep integration of data into the places Deep integration of data into the places users workusers work

New application types that blend data and New application types that blend data and collaborationcollaboration

Bridge portal and business application UIBridge portal and business application UI

Centrally manage security policy, auditing Centrally manage security policy, auditing policy, connectionspolicy, connections

OverviewOverview

What can we access?What can we access?WebServicesWebServices

SAP / SiebelSAP / Siebel

DatabasesDatabasesOracle / SQL ServerOracle / SQL Server

DemoDemoShared services & BDCShared services & BDC

Business Data Catalog Business Data Catalog (BDC)(BDC)Connects Office servers to business Connects Office servers to business datadata

MetadatMetadataa

MetadatMetadataa

Business Data Business Data CatalogCatalog

Business Data Business Data CatalogCatalog

Web Web PartsPartsWeb Web PartsParts ListsListsListsLists SearchSearchSearchSearch User User

ProfilesProfilesUser User

ProfilesProfilesCustom Custom

AppsAppsCustom Custom

AppsApps

DatabaseDatabaseDatabaseDatabase

WS WS ProxyProxyWS WS

ProxyProxyADO.NEADO.NE

TTADO.NEADO.NE

TT

Web Web ServiceServiceWeb Web

ServiceService

SQL Server, Oracle, OLEDB, ODBCSQL Server, Oracle, OLEDB, ODBCBizTalk, SAP, Siebel, Legacy, …BizTalk, SAP, Siebel, Legacy, …

BDC low level architecture BDC low level architecture

Business data features Business data features

Business Data Web PartsBusiness Data Web Parts   Generic Web Parts that    Generic Web Parts that display any entity from the Business Data Catalog, without display any entity from the Business Data Catalog, without deploying new code. The Web Parts provide customization, deploying new code. The Web Parts provide customization, Web Part connections, and the standard Microsoft Windows Web Part connections, and the standard Microsoft Windows SharePoint Services look-and-feel capabilities (paging, SharePoint Services look-and-feel capabilities (paging, filtering, and style).filtering, and style).

Business Data in ListsBusiness Data in Lists      New field type that allows you to New field type that allows you to add any entity defined in the Business Data Catalog to a add any entity defined in the Business Data Catalog to a SharePoint list or document library.SharePoint list or document library.

Business Data ActionsBusiness Data Actions   Business Data Actions bridge the    Business Data Actions bridge the gap between Office SharePoint Server 2007 and a native gap between Office SharePoint Server 2007 and a native application user interface by providing a link back to the application user interface by providing a link back to the back-end data source. You can use Business Data Actions to back-end data source. You can use Business Data Actions to build applications with write-back scenarios, such as a build applications with write-back scenarios, such as a Customer Profile view that allows a user to update profile Customer Profile view that allows a user to update profile information directly in a back-end server application, such information directly in a back-end server application, such as SAP or Siebel. Actions are implemented as links, so you as SAP or Siebel. Actions are implemented as links, so you can also use actions to perform simple actions such as send can also use actions to perform simple actions such as send an e-mail message or open a customer’s home page.an e-mail message or open a customer’s home page.

Business Data SearchBusiness Data Search     Offers full-text search of  Offers full-text search of the data sources registered in the Business Data the data sources registered in the Business Data Catalog. You can create new search result types Catalog. You can create new search result types based on the specific data entities registered in based on the specific data entities registered in the Business Data Catalog.the Business Data Catalog.

Business Data in User ProfilesBusiness Data in User Profiles      You can You can augment Office SharePoint Server 2007 user augment Office SharePoint Server 2007 user profiles from any external data source registered profiles from any external data source registered in the Business Data Catalog.in the Business Data Catalog.

DemoDemoBDC Webparts BDC Webparts

Securities -Authentication Securities -Authentication Authentication Mode Applies to Scenarios

PassThrough Databases and Web Services Use this mode if you are in a testing environment with a single-box configuration (Database server and SharePoint Server on the same box) or if Kerberos Delegation is enabled in your domain. You might also use it if the destination server or the Web Service uses anonymous authentication or SSL connections.

RevertToSelf Databases and Web Services IIS App Pool Impersonation

WindowsCredentials Databases and Web Services Use this mode if your database server or Web Service uses Windows authentication. You need to set up SSO for this mode.

RdbCredentials Database Systems only Use this mode if your database server uses Database Credentials. For example if your SQL Server uses SQL Server authentication instead of Windows authentication. You need to set up SSO for this mode.

Credentials Web Service Systems only Use this mode if your Web Service uses credentials other than Windows credentials You need to set up SSO for this mode.

Authorization Authorization

Back End Back End Server side of LOBServer side of LOB

Middle tier Middle tier Multilevel like Multilevel like

Application RegistryApplication Registry   .   .

LobSystemLobSystem

EntityEntity

MethodMethod

MethodInstanceMethodInstance

Metadata modal Metadata modal

The BDC Application The BDC Application DefinitionDefinitionUse the BDC Metadata XSD for Intellisense in VS Use the BDC Metadata XSD for Intellisense in VS

20052005C:\Program Files\Microsoft Office Servers\12.0\Bin\bdcmetadata.xsdC:\Program Files\Microsoft Office Servers\12.0\Bin\bdcmetadata.xsd

Set the schemalocation in your XMLSet the schemalocation in your XML<LobSystem xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" <LobSystem xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

xsi:schemaLocation="./BDCMetadata.xsd" Type="Database" …xsi:schemaLocation="./BDCMetadata.xsd" Type="Database" …

DemoDemoBDC ADF BDC ADF

The BDC Application The BDC Application DefinitionDefinition

Create a Destination EntityCreate a Destination EntityDestination Entity will have an Input Parameter, Destination Entity will have an Input Parameter, which is an identifier from the Source Entitywhich is an identifier from the Source Entity

Create a Destination EntityCreate a Destination EntityDestination Entity will have an Input Parameter, Destination Entity will have an Input Parameter, which is an identifier from the Source Entitywhich is an identifier from the Source Entity

Create a Destination EntityCreate a Destination EntityDestination Entity will have an Input Parameter, Destination Entity will have an Input Parameter, which is an identifier from the Source Entitywhich is an identifier from the Source Entity

Create the AssociationCreate the Association

BDC RolesBDC Roles

Business AnalystBusiness Analyst

Metadata AuthorMetadata Author

AdministratorAdministrator

DeveloperDeveloper