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Using SharePoint Business Connectivity Services to Expose Line of Business Data

Using SharePoint Business Connectivity Services to Expose Line of Business Data. October 22, 2010. Session Promise (per the Abstract).

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Using SharePoint Business Connectivity Services to Expose Line of Business Data

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  1. Using SharePoint Business Connectivity Services to Expose Line of Business Data October 22, 2010

  2. Session Promise (per the Abstract) Business Connectivity Services (BCS) is the new and improved version of the Business Data Catalog. Business Connectivity Services make it easy to bring enterprise data into the familiar user interfaces of SharePoint and Office. This session will show how to leverage the power of Business Connectivity Services with Office and Visual Studio to build solutions. The demos included highlight the types of SharePoint solutions that can be created with Business Connectivity Services as well as applicable scenarios for each solution type.

  3. Session Objectives And Takeaways Key Takeaway Business Connectivity Services make it easy to bring enterprise data into the familiar UX of SharePoint and Office Session Objectives: • Show how to leverage the power of Business Connectivity Services with the Office and Visual Studio • Illustrate the types of SharePoint solutions that can be created with Business Connectivity Services

  4. Today’s Agenda Includes… • Business Connectivity Services (BCS) Overview • BCS Tools Overview • Demos • Create an ECT with SharePoint Designer • Configure ECT for Outlook Off-lining • Q&A

  5. Cogent Company | An Overview

  6. Overview of Cogent Company • We are a management and IT consulting firm focused on helping our clients • define actionable information management strategies that deliver measurable business value • design, build and deploy sustainable and scalable information management technology solutions • Our consultants average decades of solution design, development and implementation experience • We partner closely with our clients to execute rapid deployment cycles that consistently demonstrate “speed to value” • We provide industry-recognized expertise and innovation across the spectrum of Microsoft and related technologies • We offer experience advising client executives and implementing enterprise-class applications in multiple industries and client sizes ©2010. Cogent Company. Proprietary and Confidential.

  7. Our Services • Solution Selection and Roadmap Development • IT Transformation and Governance • Project and Portfolio Management • Strategic Change Management • Data Acquisition and Quality Analysis • Data Warehousing • Business Intelligence • Advanced Analytics • Security and Networking • Data Protection and Recovery • IT Management and Security • Desktop, Device, and Server Management • User Experience • Software Development • Service Oriented Architectures • System Integration • Business Process Management and Collaboration • Application Integration • Enterprise Content Management and Search • Unified Communications ©2010. Cogent Company. Proprietary and Confidential.

  8. Business Connectivity Services Overview

  9. BCS Connects Applications • BCS enhances Office application and SharePoint application capabilities and their UI through features, services, and tools. • The BCS feature set enables rapid development and deployment of scalable and security-rich solutions. • BCS enables users to read and write data from external systems—through Web services, databases, and Microsoft .NET Framework assemblies—from within Microsoft SharePoint 2010 and Microsoft Office 2010 applications Data Users • Structured data that exists in the organization's enterprise applications • Unstructured data in business productivity applications such as those in Microsoft Office

  10. BCS Scenarios • Reveal external data from enterprise applications and Web 2.0 services in Microsoft SharePoint Foundation 2010, SharePoint Server 2010, and in rich client Office applications. • Provide Office Type behaviors (such as contacts, tasks, appointments) and capabilities to external data and services. • Provide complete interaction with the data including write-back capabilities from Office applications and SharePoint Server to the underlying external system data and business objects. • Enable offline use of external data and processes. • Bridge the unstructured world of documents and people and the appropriate structured data that is locked in external systems.

  11. Types of Solutions You Can Build Using BCS Advanced Developer Developers & Power User Information Worker

  12. Business Connectivity Services StackBrings LOB Data Into SharePoint Business Connectivity Services is included in Microsoft SharePoint Foundation 2010, SharePoint Server, and Office 2010. Office Apps Client Runtime Offline Operations Cache Design Tools SharePoint Visual Studio 2010 Enterprise Search Development Platform Business Intelligence Enterprise content mgmt Collaboration social SharePoint Designer 2010 ECT Store Runtime Security Solution Packaging Out of the box UI .NET LOB Web Service WCF DB Web 2.0 • SharePoint List with External Data • Read / Write • SharePoint Foundation • Built on the SharePoint 2007 Business Data Catalog

  13. External Content Types The Building Blocks Describes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint *formerly known as BDC Entity • Enable reusability • Encapsulate complexities of external systems • Provide built-in Office and SharePoint behavior • Ensure secure access • Simplify maintenance • Enable external data search • Enable working offline Office Clients (Rich) BCS External Data Source (Web Service, DB, .Net object, LOB system, Web 2.0 service, etc.) External Content Type (ECT) BCS-enabled solutions rely on ECTs to integrate external data into SharePoint and the Office client applications BCS SharePoint (Thin)

  14. BCS Tools Overview

  15. Solution Types, Toolsand Roles NO CODE* CODE SharePoint Designer SharePoint SDK Visual Studio Advanced Developer Developer Power User

  16. Solution Types, Toolsand Roles • 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 Simple Intermediate Advanced NO CODE* CODE CODE SharePoint Designer SharePoint SDK Visual Studio Visual Studio Advanced Developer Advanced Developer Developer Power User • Surface data in External Lists • Connect those lists to Outlook, SPW

  17. Solution Types, Toolsand Roles • 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 Simple Intermediate Advanced NO CODE* CODE SharePoint Designer SharePoint SDK Visual Studio Advanced Developer Developer Power User • Surface data in External Lists • Connect those lists to Outlook, SPW

  18. Solution Creation Approaches • Client-Server Environment • Compose solutions (no code) that connect to existing WCF, Sql Server databases and .Net Objects • Implicitly author thin and rich client UX for External List and InfoPath Forms • Single machine Dev Environment • Create reusable ECTs that provide custom integration logic to virtually any data source using .Net code • Author thin and rich client UX as reusable components • Create Office Add-Ins in Visual Studio Import & Configure Produce WSP “Live” Connection Export, Import & Configure Developer Power User Visual Studio SharePoint Server (Shared, Dev/Prod) SharePoint Designer IT Admin Production Environment SharePoint Designer SDK

  19. Tools Feature Overview • Author External Content Types and Profile Pages • External Content Type Designer Connect to existing WCF/Web Services, Sql Server or .Net Assemblies Connect to virtually any data source through custom .Net code Data Connectivity • Integrate External Data in WF • Workflow Designer • Generate and Author External Lists and InfoPath Forms • Lists and Forms Designer • Office Add-in Projects • Extend Office apps through BCS-aware code add-ins and reusable components SharePoint and Office Clients UX • Extend Outlook Declaratively • Outlook declarative ribbon (URL-based actions) and Taskpanes extensions Additional Samples and Utilities

  20. External Lists External Data Columns External Item Picker DEMO #1Create an External Content Type With SharePoint Designer+ More Stuff External Data in Outlook External Data in Word Business Data Web Parts Profile Pages External Data in Access External Data in InfoPath

  21. DEMO #2Configure External content type for Outlook Off-lining

  22. SharePoint Designer and Visual StudioRecap

  23. Rich/Thin SolutionsPackaging and Deployment Office Client Deploy and Update ClickOnce Package Rich Client Components SharePoint Server Include in WSP BCS-enabled Solutions Thin Client Components WSP Package Import

  24. Cogent Company | more details

  25. Cogent Thinking ©2010. Cogent Company. Proprietary and Confidential.

  26. Our Experience ©2010. Cogent Company. Proprietary and Confidential.

  27. Resources and Next Steps • Business Connectivity Services Overview http://msdn.microsoft.com/en-us/library/ee557898.aspx • Setting Up the Dev Environment for Business Connectivity Services http://msdn.microsoft.com/en-us/library/ee559625.aspx • Top 15 BCS Object Model Classes http://msdn.microsoft.com/en-us/library/ee559652.aspx • BCS Package Generator http://code.msdn.microsoft.com/odcsps14bcspkgtool

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