sql saturday 228 rapid data integration using sharepoint bcs
TRANSCRIPT
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Rapid Data Integration using SharePoint
Business Connectivity Services (BCS)
Anthony ObiSQLSaturday #228: 28th September 2013
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About Me Independent SharePoint Consultant -
Obilogic Ltd
Working with SharePoint since Portal Server 2001
MCITP / MCTS SharePoint 2010
Blog: http://community.obilogic.co.uk Twitter: @obilogic Email: [email protected]
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What is SharePoint Business Connectivity Services (BCS)?
Setting up Business Connectivity Services (BCS)
How to Recognise Different Types of Trees From Quite a Long Way Away
Working with External SQL Data: Connecting to SQL Databases SQL Authentication Options Performing ‘CRUDQ’ operations Displaying SQL Data using Business Data Web Parts
Real World Scenarios: Know Your SharePoint Environment The ‘Cloud’
Agenda
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What is SharePoint Business Connectivity Services (BCS)?
Setting up Business Connectivity Services (BCS)
How to Recognise Different Types of Trees From Quite a Long Way Away
Working with External SQL Data: Connecting to SQL Databases SQL Authentication Options Performing ‘CRUDQ’ operations Displaying SQL Data using Business Data Web Parts
Real World Scenarios : Know Your SharePoint Environment The ‘Cloud’
Agenda
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Environment
TWO-TIER FARM
• SharePoint 2013 Enterprise Edition
• SharePoint Designer 2013
• SQL 2008 R2 (x2 instances)• All SharePoint Databases• Adventure Works 2008 R2 Sample
DBs
available via http://msftdbprodsamples.codeplex.com/ and/or http://social.technet.microsoft.com/wiki/contents/articles/3735.sql-server-samples-readme-en-us.aspx
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SQL Server DBs
SQL Instance 001 SharePoint DBs
SQL Instance 002 Sample
Databases
Database: AdventureWorks2008R2
Table Name: Production.Product
Table Name: Production.ProductModel
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Business Connectivity Services is a centralized service in SharePoint that enables the use of SharePoint and Office clients as interfaces to data which is stored externally to SharePoint itself.
So…What is Business Connectivity Services?
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Business Connectivity Services is a centralized infrastructure in SharePoint that supports integrated data solutions. With Business Connectivity Services, you can use SharePoint and Office clients as interfaces into data that doesn’t live within SharePoint itself. For example, this external data may be in a database and is accessed by using the out-of-the-box BCS connector for that database. Business Connectivity Services can also connect to data that is available through a web service, or data that is published as an OData source or many other types of external data. It does this through out-of-the box or custom connectors. The connectors, as the name implies, are the communication bridge between SharePoint and the external system that hosts the external datahttp://technet.microsoft.com/en-us/library/ee661740.aspx#section1
Business Connectivity Services (BCS) was introduced in SharePoint Server 2010 as an evolution of the Business Data Catalog (BDC) released in SharePoint Server 2007. BCS enables SharePoint 2013 to work with data that is hosted externally. Possible sources can include databases, web services, Windows Communication Foundation (WCF) services, Open Data Protocol (OData) sources, and other proprietary data that can be accessed by using custom .NET assemblies.http://msdn.microsoft.com/en-us/library/jj163251.aspx
What is Business Connectivity Services?(…the Long Version!)
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SharePoint 2013 Presentation
External Lists External Columns Web Parts
Business Connectivity Services
External Content Types (ECTs) Connectors Secure Store
Database: AdventureWorks2008R2
Sample Data
Table Name: Production.Product
Table Name: Production.ProductModel
What is Business Connectivity Services?
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http://technet.microsoft.com/en-us/library/ee661740.aspx#section1
What is Business Connectivity Services?(…the Long Picture Version)
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Demo 01
Creating the Business Connectivity
Services Service Application
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… via the GUI
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#Get SharePoint ServiceApp Application Pool$AppPool = Get-SPServiceApplicationPool -Identity <AppPoolName>
#Create New SharePoint BCS Service Application $ServiceApplication = New-SPBusinessDataCatalogServiceApplication –ApplicationPool $AppPool –DatabaseName <BCSDatabaseName> –DatabaseServer <DatabaseServer> –Name <NewBCSServiceName>
#Get SharePoint BCS Service Instance$ServiceInstance = Get-SPServiceInstance | Where-Object { $_.TypeName -like "*Business*" }
#Start SharePoint BCS Service InstanceStart-SPServiceInstance $ServiceInstance
… via PowerShell
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Demo 02
CreatingExternal Content Types (ECTs)
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… via SharePoint Designer
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… Authentication Options
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Demo 03
Creating the Secure Store Service Application
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… via the GUI
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#Get SharePoint ServiceApp Application Pool$AppPool = Get-SPServiceApplicationPool -Identity <AppPoolName>
#Create New SharePoint SecureStore Service Application $ServiceApplication = New-SPSecureStoreServiceApplication –ApplicationPool $AppPool –AuditingEnabled:$false –DatabaseName <SecureStoreDatabaseName> –DatabaseServer <DatabaseServer> –Name <NewSecureStoreServiceName>
#Create New SecureStore Service Application Proxy$ServiceApplicationProxy = New-SPSecureStoreServiceApplicationProxy –ServiceApplication $ServiceApplication –Name <NewSecureStoreProxyName>
#Get SharePoint SecureStore Service Instance$ServiceInstance = Get-SPServiceInstance | Where-Object { $_.TypeName -like "*Secure*" }
#Start SharePoint BCS Service InstanceStart-SPServiceInstance $ServiceInstance
… via PowerShell
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Example External Content Type (ECT)
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Demo 04
CreatingExternal Lists
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Demo 05
Creating CRUDQ (or CRRUD) ECT Operations
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… via SharePoint Designer
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Demo 06
Creating CRUDQExternal Lists in SharePoint
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The Business Data Web Parts are designed to work with data from external lists
Main benefits:
No coding requiredBusiness Data Web Parts enable you to display data on your SharePoint site without writing any code.
Reusability Business Data Web Parts are generic and can show any type of data (entity) registered in the Business Data Catalog.
Connect-abilityBusiness Data Web Parts support 'Web Part connections' and make it easier to create Master-Detail applications (without writing any code).For example, you can display ‘products’ and their ‘details’ using the ‘Business Data List’ and ‘Business Data Item’ Web Parts by simply connecting them.
Business Data Web Parts
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SharePoint 2013 includes six ‘Business Data Web Parts’
http://office.microsoft.com/en-gb/sharepoint-server-help/use-the-business-data-web-parts-HA102770986.aspx
Business Data Web Parts
Web Part Description
Business Data List Displays a list of items from an external list.Business Data Item Displays an item from an external list.Business Data Actions Displays an action of an external list.Business Data Connectivity Filter
Filters the contents of a connected Business Data Web Part by using a list of values from an external list.
Business Data Item Builder
Creates a Business Data item from parameters in a URL query string and provides it to other Business Data Web Parts.
Business Data Related List
Displays a list of child items related to a parent item from an external list. Requires an association.
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Demo 07
Displaying SQL Data using Business Data Web Parts
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Business Data Web Parts
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And Now…
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Know Your SharePoint Environment
When you create or use a SharePoint BCS solution, there are significant differences in the features and functionality available based on your SharePoint environment.
Real World Scenarios
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Know Your SharePoint Environment
On-premiseIf you create a solution in which your users and your solution are entirely on-premise, then all Business Connectivity Services features are supported.
Real World Scenarios
http://office.microsoft.com/en-gb/sharepoint-server-help/introduction-to-external-data-HA102891586.aspx#_Toc353550777
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Know Your SharePoint Environment
CloudIf you are using SharePoint Online (Plan 2, E3 and E4) in Office 365, then only a subset of features are available. Furthermore, you can only connect to these data sources:
1. WCF Web Services2. Odata3. SQL Server Azure.
Real World Scenarios
http://office.microsoft.com/en-gb/sharepoint-server-help/introduction-to-external-data-HA102891586.aspx#_Toc353550777
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Know Your SharePoint Environment
SharePoint Versions
Real World Scenarios
FeatureSharePoint 2013
SharePoint 2010
Office 365
BCS: Business Data Webparts
Yes Yes Yes
BCS: Profile Pages Yes Yes No
BCS: External List Yes Yes Yes
BCS: Secure Store Service Yes Yes Yes
BCS: Rich Client Integration
Yes Yes No
BCS: Alerts for External Lists
Yes No Yes
BCS: App Scoped ECTs Yes No Yes
BCS: OData Connector Yes No Yes
BCS: Tenant-Level External Data Log
Yes No Yes
http://technet.microsoft.com/en-us/library/jj819267.aspx
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Know Your SharePoint EnvironmentOn-premise “all Business Connectivity Services features are supported”(..nudge, nudge, wink, wink)
Real World Scenarios
http://technet.microsoft.com/en-us/library/jj819267.aspx#bkmk_FeaturesOnPremise
Feature
SharePoint 2013 Enterprise CAL
SharePoint 2013 Standard CAL
SharePoint 2013 Foundation
BCS: Business Data Webparts
Yes Yes No
BCS: Profile Pages Yes Yes No
BCS: External List Yes Yes Yes
BCS: Secure Store Service Yes Yes Yes
BCS: Rich Client Integration
Yes No No
BCS: Alerts for External Lists
Yes Yes No
BCS: App Scoped External Content Types (ECTs)
Yes Yes No
BCS: OData connector Yes Yes No
BCS: Tenant-Level External Data Log
Yes No No
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Know Your SharePoint EnvironmentCloud – O365BCS feature availability across Office 365 Plans
Real World Scenarios
Feature
Small / Midsize BusinessEnterprise E1/ K1Education A2 Government G1 / K1
Enterprise E3 / E4Education A3 /A4Government G3 / G4
BCS: Business Data Webparts
No Yes
BCS: Profile Pages No No
BCS: External List No Yes
BCS: Secure Store Service No Yes
BCS: Rich Client Integration
No No
BCS: Alerts for External Lists
No Yes
BCS: App Scoped External Content Types (ECTs)
No Yes
BCS: OData connector No Yes
BCS: Tenant-Level External Data Log
No Yes
http://technet.microsoft.com/en-us/library/jj819267.aspx#bkmk_tableo365
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Know Your SharePoint EnvironmentCloud BCS feature availability across SharePoint Online service plans
Real World Scenarios
FeatureSharePoint Online Plan 1
SharePoint Online Plan 2
BCS: Business Data Webparts
No Yes
BCS: Profile Pages No No
BCS: External List No Yes
BCS: Secure Store Service No Yes
BCS: Rich Client Integration
No No
BCS: Alerts for External Lists
No Yes
BCS: App Scoped External Content Types (ECTs)
No Yes
BCS: OData connector No Yes
BCS: Tenant-Level External Data Log
No Yeshttp://technet.microsoft.com/en-us/library/jj819267.aspx#bkmk_tablespo
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Know Your SharePoint Environment
HybridYour organization may already have significant investments in on-premise data sources, but may also be in a hybrid SharePoint environment, in which some employees are on-premise and some are in the cloud.
It is possible to create a hybrid external data solution so that users in the cloud can access an on-premise data source.
However, you can connect to any supported on-premise data source, but you must use OData Services (..and extensive development and configuration may be required)
Real World Scenarios
http://office.microsoft.com/en-gb/sharepoint-server-help/introduction-to-external-data-HA102891586.aspx#_Toc353550777
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ResourcesBusiness Connectivity Services in SharePoint 2013http://office.microsoft.com/en-gb/sharepoint-server-help/introduction-to-external-data-HA102891586.aspx http://technet.microsoft.com/en-us/library/ee661740.aspx http://msdn.microsoft.com/en-us/library/jj163251.aspx
BCS & Secure Store PowerShell Cmdletshttp://technet.microsoft.com/en-us/library/ff793361.aspx http://technet.microsoft.com/en-us/library/ee906549.aspx
Compare Feature Availabilityhttp://technet.microsoft.com/en-us/library/jj819267.aspx
Business Data Web Partshttp://office.microsoft.com/en-gb/sharepoint-server-help/use-the-business-data-web-parts-HA102770986.aspx
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