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II. Presenting External Data
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II. Presenting External Data
by Brett Lonsdale Penelope Coventry and Phill Duffy
Microsoft® SharePoint® 2010: Business Connectivity Services
Dedication
Special Upgrade Offer
A Note Regarding Supplemental Files
Introduction
Who Should Read This Book
Who Should Not Read This Book
Assumptions
System Requirements
Organization of This Book
Part I: Planning and Maintaining Business Connectivity Services
Part II: Presenting External Data
Part III: Extending the Out-of-the-Box Business Connectivity Services Functionality
Conventions
About the Companion Content
Acknowledgments
Support and Feedback
Errata
We Want to Hear from You
Stay in Touch
I. Planning and Maintaining Business Connectivity Services
1. Making SharePoint the Central Hub for Business
Reviewing How Businesses Store Data
Bringing Data Together in One Place with Business Connectivity Services
Using SharePoint as the Central Hub for All Your External Data Sources
Building New Solutions
Summary
2. Introducing Business Connectivity Services
What Is Business Connectivity Services?
Types of BCS Solutions
The Structure of a BCS Solution
External System
Connectivity
Presentation
Tools
Interaction Between the Layers
Alternative Methods of Connecting SharePoint 2010 with External Systems
Introducing the BCS Architecture
Connecting to Business Applications
BDC Administration
BDC Runtime
External Content Types
BCS Security
Authentication
Authorization
Taking External Data Offline
Extending Solutions
Planning to Use BCS
Summary
3. Creating and Maintaining Business Data Connectivity Service Applications
What Are Service Applications?
BCS and the Service Application Architecture
Using Multiple Service Applications
Sharing Service Applications Across Farms
Partitioning Service Applications
BCS and the Service Application Infrastructure
Service Instance
Service Application Proxy
Service Application Groups
BCS Security Options
Authentication
Authentication Modes
Authentication Methods
Client Authentication Considerations
Authorization
BDC Metadata Store Permissions
BDC Objects
Creating BDC Service Applications
Configuring Business Data Connectivity Service Applications
Creating a BDC Service Application Administrator
Importing and Exporting BDC Models and Resource Files
Importing a BDC Model
Exporting a BDC Model
Setting BDC Metadata Store Permissions
Configuring Profile Page Creation
Creating a Profile Page
Configuring the Secure Store Service
Creating a Secure Store Service
Using the Secure Store Service
Creating a Target Application ID
Setting Field Credentials
Troubleshooting Connection Problems
Configuring an ECT to Use Secure Store Service Credentials
Using Windows PowerShell to Administer BCS
Enabling the RevertToSelf Authentication Method
Importing a BDC Model
Modifying External System Throttling
Administrating BCS in a Tenant Environment
Creating a PartitionMode BDC Service Application
Managing BCS from the Tenant Administration Site
Summary
4. Defining External System Connections Using SharePoint Designer
Creating ECTs Using SharePoint Designer
Using the ECT Summary View
Create an ECT
Areas on the Summary View Page
Using the Operations Design View
Using the Summary View and Operations Design View Ribbon Tabs
Views
Connection Properties
Operation
Field
Lists & Forms
Profile Page
Creating and Modifying Data Connections
Defining a SQL Server Database Connection
Authentication
Data Source Explorer
Defining a WCF Service Connection
Defining a .NET Assembly Connection
Modifying a Data Connection
Creating and Maintaining Data Source Operations
Defining Parameters for an Operation
Identifier
Show In Picker
Office Property
Understanding Filters
Creating Associations
Operation Considerations
Exporting ECTs
Summary
II. Presenting External Data
5. Creating External Lists and Using External Data in Lists and Libraries
Creating and Using External Lists
Creating an External List
Creating External Lists Using SharePoint Designer
Managing External List Views and Forms
External Data and Throttling
Creating Views Using the Browser
Creating Views Using SharePoint Designer
Creating and Modifying Forms
Managing Forms Using the Browser
Creating Forms in SharePoint Designer
Site Columns and External Data
Manipulating Data in External Lists with Workflows
Using External Data in Lists and Libraries
Using External Data Actions
Profile Page
Summary
6. Building Business Data Dashboards
Building SharePoint 2010 Dashboards
Designing a Dashboard
PerformancePoint Dashboards
Using a Report Library to Create Dashboards
Exploring the Business Data Web Parts
Business Data List Web Part
Edit View
Formatting Data
Using SharePoint Designer to Format Data
Business Data Item and Business Data Item Builder Web Parts
Business Data Related List Web Part
Business Data Connectivity Filter Web Part
Business Data Actions Web Part
Chart Web Part
Other Business Data Web Parts
Excel Web Access Web Part
Status List and Indicator Details
Visio Web Access
Summary
7. Using External Data with Office Client Applications
Surfacing External Data in Word 2010
Using External Data in InfoPath Forms
Using External Data as Lookup Data
Implications of Web Forms vs. Client Forms
InfoPath Data Connections
Customizing External List Forms with InfoPath
Connecting External Data with Office Client Applications
SharePoint Workspace 2010
External Data and Access 2010
Data Visualization in Excel and Visio
Troubleshooting BCS Solutions on the Client
Optimizing Back-End Synchronization
Summary
8. Finding Information from External Systems
How SharePoint Search and BCS Work Together
Creating Content Sources to Crawl External Systems
Creating a Search Scope and Scope Rules
Configuring Crawled and Managed Properties
Customizing the Search Center
Creating Search Tabs
Introducing the Search Web Parts
Search Box Web Part
Search Core Results Web Part
Amending the Search XSLT
Creating Advanced Search Properties
Summary
9. Using External Data in User Profiles
Audience Targeting
People Search
Introducing User Profile Service Applications
Mapping External Data to User Profile Properties
Business Data Connectivity Synchronization Connection
Importing User Profile Properties from External Systems
Using Duet Enterprise for Microsoft SharePoint and SAP
Displaying HR Information from SAP Applications in My Site
Summary
10. Exploring Office 365 and Connecting to External Data
Introducing Office 365
Exploring BCS Functionality in SharePoint Online
Differences Between BCS in Office 365 and On-Premises SharePoint 2010 Installations
Building BCS Solutions in SharePoint Online
Different SharePoint Online Scenarios
Connecting to SQL Azure with SharePoint Online
Creating the SQL Azure Database
Creating the Windows Azure WCF Web Service
Connecting to the Windows Azure Web Service Using SharePoint Designer
Using a Data Source in SharePoint Designer to Expose External Data
Summary
III. Extending the Out-of-the-Box BCS Functionality
11. Using Client-Side Code and External Data
Creating Web-Based Solutions Using External Data
Server-Side vs. Client-Side Code
SharePoint 2010 Client Object Model
Client Object Model and Business Data Connectivity
Building External Data Solutions Using jQuery
Other Example Scenarios
Creating Client Application Solutions
Client Object Model vs. BCS Client Runtime
BCS Cache
BCS Sync
Using the BCS Client Runtime in an Excel Add-In
Creating VSTO Add-Ins
Declarative Outlook Solutions
Creating a Declarative Outlook Solution for BCS
Subscription Files
OIR File
BDCM File
Relationship File
Packaging the Outlook Declarative Solution
Outlook Advanced Code-Based Solutions
Data Solution for Office Add-In
Client-Side Authentication Considerations
Client-Side Caching Considerations
Summary
12. Building Server-Side BCS Solutions
Using Visual Studio 2010 to Create SharePoint Solutions
Creating BCS Connectors
Stepping Through a BCS Connector Example
Understanding the User Interface with the “Hello World” Example
Creating Your First External Content Type
Adding Filters
Adding a SpecificFinder Method
Writing C# Code for the BDC Model
Using Custom Connectors
Connecting to Non-Microsoft SQL External Data Sources
Importing BDC Models into Visual Studio
Building Solutions Using the BCS Application Programming Interface
Building Workflows with External Data
Deploying BDC Models
Summary
A. BCS Model Infrastructure
Basic Structure
Model
Access Control List
LobSystems
Properties
LobSystemInstances
Entities Element
Entity
Identifiers
Methods Element
Method
Method Properties
Filter Descriptors
Parameters
Type Descriptor
Method Instance
Index
About the Authors
Special Upgrade Offer
Copyright
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4. Defining External System Connections Using SharePoint Designer
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5. Creating External Lists and Using External Data in Lists and Libraries
Part II. Presenting External Data
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
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