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Business Connectivity Services in SharePoint

Business Connectivity Services in SharePoint. Kyle Mitchell February 2014. Quick Bio about Kyle. Recently moved to Victoria and seeking employment as a consulting or business systems analyst Experience implementing and administering integrated Microsoft solutions SharePoint

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Business Connectivity Services in SharePoint

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  1. Business Connectivity Services in SharePoint

    Kyle Mitchell February 2014
  2. Quick Bio about Kyle Recently moved to Victoria and seeking employment as a consulting or business systems analyst Experience implementing and administeringintegratedMicrosoft solutions SharePoint MS Dynamics NAV ERP SQL Server Business Intelligence Experience working primarily in the public and not-for-profit sectors (BC Hydro, Tides Canada)
  3. Agenda Jargon BCS Overview External Content Types Secure Store Service Prospecting Site Example Overview BCS Profile Page & Business Data Web Parts List View Web Part Parameters External Lists 26 Slides
  4. Jargon BCS (Business Connectivity Services) ECT (External Content Type) SSS (Secure Store Service) SQL (Structured Query Language)
  5. BCS Overview Source: MSDN Blogs
  6. Prospecting Site Overview An ECT “NAV CN” has been created to integrate external data from our CRM system into this otherwise standard SharePoint list
  7. BCS Profile Page And with one click the user is shown a summary overview of linked external data about the list item contact
  8. External Content Types A content type with columns from an external data object Create them in SharePoint Designer Easiest way to conceptualize one is a view or able within a database Utilize CRUD operations
  9. Customer ECT Creating An ECT: http://msdn.microsoft.com/en-us/library/office/ee557243(v=office.14).aspx
  10. External Item Picker Source: sharepointpt.org
  11. External Item Picker Source: lightningtools.com
  12. Secure Store Service Setup Configure Secure Store Service in SharePoint Central Administration to deal with “double hop” issue Stores a list of SharePoint users allowed to use SSS Stores credentials for accessing the external system External Database Credentials External System Secure Store Service SharePoint User ID BCS Profile Page Prospecting List SharePoint User
  13. Prospecting Site Overview External Data Columns in SharePoint lists have an Action drop down list Default action is to go to the Profile page of that ECT record
  14. BCS Profile Page Made up of interconnected Business Data Web Parts – One Business Data Item Builder and multiple Business Data Lists
  15. ECT Actions Source: sharepointobservations.wordpress.com
  16. ECT Associations Constituent and Grants have a “many-to-many” relationship and require a “bridge view” A shared “ID” field is required to link the ECTs together. CN# is used in this example. SharePoint: BCS Profile Page (Business Data Web Parts)
  17. BCS Profile Page The three grant web parts all point back to the same ECT (Grant) and have a filter applied on their default view
  18. Prospecting Site Summary Create SQL Views in SQL Server Management Studio for each data entity I want to see in SharePoint Provision and configure Secure Store Service in SharePoint Central Administration Create an ECT for each SQL view in SharePoint Designer Create parent-child associations between the ECTs in SharePoint Designer Create a list in a SharePoint with an external data column for the “parent” ECT (e.g. Constituent) Modify the BCS Profile Page of the parent ECT in SharePoint Designer for formatting & layout
  19. Prospecting Site Overview 1 2 /prospecting/lists/StaffFiltered?Staff=Alexandra 1 /prospecting/lists/VolunteerFiltered?Staff=Joel 2
  20. Views With Parameters Within our view we can set the filter equal to the parameter
  21. Views With Parameters Create a parameter on a view in SharePoint Designer Then create a URL somewhere on the site with the parameter referenced /prospecting/lists/StaffFiltered?Staff=Alexandra Staff
  22. Summary – BCS Tools SharePoint Central Administration SharePoint Designer SQL Server Management Studio SharePoint Visual Studio (Optional)
  23. Summary – Core BCS Entities External Lists External Content Types (ECT) ECT Associations SQL Views BCS Profile Pages External Data Columns Secure Store Service Application
  24. ca.linkedin.com/in/kdmitchell/ Thank You & Questions Feel free to contact me with any questions or leads for consulting opportunities in Victoria – I’m new here! Kyle Mitchell kyle.d.Mitchell@gmail.com ca.linkedin.com/in/kdmitchell (403-971-5607)
  25. External List
  26. External List Functionality Limits No item-level permissions No item or list alerts No user ratings, tags or notes No add new column option No column validation No content types No check-in/check-out No versioning
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