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A PAYGLOBAL PRESENTATION

A PAYGLOBAL PRESENTATION. Donald Harman. Overview Intro. Business Data Catalogue investigation. Investigate the BDC Business Data Catalogue. Case to use for proof of concept. Search through another business system i.e. Pivotal using the BDC and Enterprise Search of MOSS 2007

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A PAYGLOBAL PRESENTATION

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  1. A PAYGLOBAL PRESENTATION Donald Harman

  2. Overview Intro Business Data Catalogue investigation Investigate the BDC Business Data Catalogue Case to use for proof of concept. Search through another business system i.e. Pivotal using the BDC and Enterprise Search of MOSS 2007 Face business data in another manner than the Pivotal UI Issues and development steps. Why did I choose this method rather than a report?

  3. Issues in Pivotal Issues within Pivotal – You need to know the number or description name, then once you have issue you can then click on individual development steps to “walk through” the steps of where this Issue is at

  4. Why go there? • So what’s my point? • Make issues easier to search. • Learn more about the data and use it better. • Can we capture this data better and improve our information.

  5. The pain • BDC tools I looked at • Microsoft Business Data Catalogue • BDC Meta Man • And the winner was….

  6. BDC Metaman Source PMP Research

  7. A little of SQL knowledge helps SharePoint did not like Binary ID’s The BDC Metaman definition file is an XML file within this file I was able to manipulate the SQL query part of the file. Whenever I had a BinaryID I cast it as an Integer CAST ([Issue_Id] as Int) AS [Issue_Id] I was well pleased with this as I was able to successfully import the definition. But there was more I also had to change the type descriptors as well<TypeDescriptor TypeName="System.Int32" Name="Issue_Id" IdentifierName="[Issue_Id]" /> MOSS now liked the file. I ended up using filters which you can set up with the tool.

  8. Filtering…

  9. Lock and load. • Import the file

  10. The Entities The Tables are now entities with a relationship to the development steps

  11. Add the content to be crawled Add Content Source

  12. One I have previously prepared SharedServices > Search Settings > Content Sources

  13. Add them web parts

  14. The parts • Search – am html part which sends me to the Issues page • <DIV onkeydown="JavaScript:if(event.keyCode==13) SubmitGoogleSearch();" noWrap><A href="http://pgl-80/SearchCenter/Pages/Issues.aspx" target=_blank></A><INPUT id=q maxLength=254 size=24><IMG onmouseup="this.src='/_layouts/images/icongo02.gif'" onmousedown="this.src='/_layouts/images/icongo03.gif'" onmouseover="this.src='/_layouts/images/icongo02.gif'" style="CURSOR: hand" accessKey=s onclick=JavaScript:SubmitGoogleSearch(); onmouseout="this.src='/_layouts/images/icongo01.gif'" alt="Execute search" src="http://pgl-80:4586/_layouts/images/icongo01.gif" align=absMiddle border=0><INPUT id=newPage type=checkbox>New</DIV>

  15. The Issue Part • The Issue list

  16. The Issue Part • now viewed by severity + visual conditional formatting

  17. SharePoint Designer • Set up filtering and conditional formatting

  18. Issues Search results Search page

  19. Click through to the Issue plus more

  20. See the development steps as well…

  21. Might get the BDC tool in the next budget! • Conclusion: • Some folk were way impressed. • Some folk still want to view stuff in a spreadsheet. • Still got many battles to win. • Next step is presenting a business case for other benefits. • Perhaps a dashboard of Search results from different systems. • Documentation – Development – Finance Lists that can grab data from different areas and use shared lists rather than siloed spreadsheets • Some wins so far with MOSS

  22. Past success

  23. Success in progress

  24. Early adopter

  25. That’s all folks • Thanks for listening.

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