SharePoint 2010 Composites James May and Mel Leeb Bennett Adelson

SharePoint 2010 Composites James May and Mel Leeb Bennett Adelson SharePoint Deployment Planning Services

SharePoint 2010 Composites Overview

Overview What are Composites? Composites Features Business Connectivity Services Building Composite Applications Planning - External Content Types / Lists Architecture Demos

Microsoft SharePoint 2010 The Business Collaboration Platform for the Enterprise and the Web Sites Composites Communities Connect and Empower People Cut Costs with a Unified Infrastructu Insights Content Rapidly Respond to Business Needs Search 4

Challenges of IT Development Teams Productivity Demands Backlog Resource scarcity Governance Business Satisfaction

Tension between business and IT EMPOWERMENT CONTROL Access Agility Adaptability Self-service Innovation Governance Management Centralization Consolidation Cost controls

Challenges With Back End Data End User Challenges IT Challenges Islands of business data Multiple user interfaces Overhead for IT to service all user requests External systems can be difficult to use Manage security, auditing, connectivity One off projects for connecting to external systems Can't work with the data when and where I want to Can’t easily search for business data Need to involve IT to service my requests for data access

SharePoint Composites Functionality Unlock the value of your enterprise data Leverage enterprise enterprise data data through through Business Business Connectivity Connectivity Leverage Services Services Surface enterprise enterprise data data in in Outlook, Outlook, Word, Word, and and Workspace Workspace Surface Provide full full read read and and write write access, access, offline offline or or while while Provide connected connected Easily enable enable Search Search across across these these systems systems Easily Rapidly create nocode collaborativ e solutions Empower business business users users with with browser-based browser-based Empower customizations customizations Build declarative declarative sophisticated sophisticated solutions solutions with with SharePoint SharePoint Build Designer Designer Create human human workflows workflows and and visualizations visualizations with with Visio Visio Create Services Services Share and and publish publish databases databases with with Access Access Services Services Share Maintain control over end user solutions Manage custom custom code code with with Sandboxed Sandboxed Solutions Solutions Manage Manage desktop desktop solutions solutions with with Visio, Visio, InfoPath InfoPath and and Access Access Manage Services Services Maintain flexibility flexibility with with deployment deployment online online or or on on premise premise Maintain Maintain operational operational insight insight with with health health monitoring monitoring Maintain

SharePoint 2010 Composites Features

Composite Services Access Services Business Communications Services Forms Services Visio Services Workflows

Business Connectivity Services External Lists Read / write capability Secure integration to Office 2010 clients Users can take their lists off-line through SharePoint Workspaces, or Outlook 2010 and synchronize updates or refresh LOB data that they use on the road

SharePoint Workspace Offline capable InfoPath forms UI (customizable) Respects SharePoint view settings (filter/sort/group) Error/conflict resolution Search across business data

Building Composite Applications

Development Environment Browser-based customization SharePoint Designer 2010 Visual Studio Sandbox Solutions

Solution Types Custom Out-of-box Surface data in External Lists Connect those lists to Outlook, SPW External Data Columns Simple Customize InfoPath forms Workflow Web Part Pages Outlook task pane and ribbon NO CODE* Power User Create reusable Intermediate SharePoint Designer connectivity for data aggregation, transformation, security, etc. Use custom code to integrate data into any Office app Business logic in forms components (UI parts, ECTs, actions) Advanced CODE SharePoint SDK Visual Studio Developer Advanced Developer

SharePoint Designer 2010 Designed to easily and securely connect with external data sources through BCS Enhanced workflow designer Custom actions Code-free Manageable

Assemble Solutions with SharePoint Designer Discover Database Web services .NET type Map operations Create, read, update, delete, lookup Connect to SharePoint/Office External List Contact Task Appointment Post

Build Applications with VS2010 Professional developer solutions in Visual Studio Simple drag and drop experience Create reusable components (UI parts, External Content Types, actions) Custom Office Integration (add-ins) Custom connectivity .NET Assembly Connector Custom Connector Code-based business logic

Planning

What is an External Content Type? Reusable collections of metadata Contain Connectivity information Data definitions Behaviors Dedicated Business Data Connectivity service database Example, Customer or Order

Using External Content Types SharePoint External Lists SharePoint Workspace with InfoPath Forms Outlook Forms and Task Panes External Content Type Customer CustomerID FirstName LastName PhoneNumber EmailAddress Search Results External data Office Applications

BCS Features by SharePoint Version The following features are supported in SharePoint Foundation 2010: External Lists External Data Columns Business Data Connectivity (BDC) Service The following additional features are supported in SP 2010 Standard: Secure Store External Data Search Profile Pages The following additional features are supported in SP 2010 Enterprise: Business Data Web Parts Rich Clients Integration (Office Professional Plus 2010) The following features are supported in Office Professional Plus 2010: External Data in Outlook, Word, SharePoint Workspaces

Architecture

New Decisions with New Features

BCS vs. BDC – Architectural Differences BCS has richer feature set for Presentation of data Data is now available in SharePoint Workspace, Office Clients, etc. Wider choice when it comes to Connectivity BDC could only talk to Web Services or ADO.NET data providers. BCS can also communicate with WCF services or .NET components BDC was read-only. BCS is designed for both read and write BDC was difficult to create solutions because of the lack of a designer. BCS has much better tooling support in both SharePoint Designer and Visual Studio

Connectivity Business data connectivity enhancements Read/write capability Batch and bulk operation support Claims aware Available now in SP Foundation (Enterprise CAL not needed) Connect via ADO/SQL, WCF/WS, .NET Assembly connectors Symmetrical server and client runtimes Connect from client or server directly to external data Rich client cache Allows for “cached mode” behavior on external data

Business Data Connectivity Presntation Presntation in in SharePoint SharePoint BDC BDC Client Client Runtime Runtime Client Data Cache BDC Metadata Store Business Business Data Data Connectivity Connectivity (BDC) (BDC) BDC Server Runtime DB Connecto r WCF/WS Connector Client to Backend Direct Connection External data SQL SAP ORACLE Siebel .NET Assembly Connecto r Custom .NE T assembly Custom Connecto r

Business Connectivity Enhance SharePoint platform capabilities with out-of-box Services features, services and tools that streamline development of solutions with deep integration of External Data and Services. Office Apps Offline Operation s BDC Client Runtime Design Tools SharePoin SharePoin t Designer Visual Studio SharePoint Business 2010 Social Intelligenc Comp e ECT Store BDC Runtim e Dynamics SAP Enterprise content mgmt Securit y Siebel Cache Collaboratio n Solution packagin g LOB Enterprise Search Out of box UI Web 2.0

BCS Architecture Office Client SharePoint Server 2010 SharePoint Site VSTO External Package List External Business Parts Custom Code Office Integration Search, Workflow, Web Parts Business Connectivity Services Client Runtime Secure Store Service (SSS) Business Connectivity Services Server External Content Runtime Types (ECT) Cache SQL WCF Custom External Data .NET Connector

Secure Store Service (SSS) The SharePoint 2007 Single Sign On (SSO) service is now replaced with the SSS Allows you to securely store credentials in an encrypted database, which can be queried at runtime by running applications You can provide credential “mapping” down to a per-user, per application basis if you wish Problems the SSS helps solve for you Managing identities in a central location Connection Pooling – You can map many users to a single login The “Double Hop” Issue

Demos

Creating a “No Code” BCS Solution Implementing CRUD functionality for the Northwind Customers data Steps Create an External Content Type Specify the mapping to Outlook (ex. - be represented as a Contact list) Create a Profile page for an ECT Use that Content Type inside of an External List Ensure access to BCS Entity and database are configured in the Secure Store Service

Using ECTs in Office Clients

Editing External Contacts in Outlook “Connect to Outlook” button in SharePoint UI will generate a .vsto package at runtime and prompt you to install it After installation, note that all of the Northwind customers are now available as “Contacts” in a separate .pst file

Using the Secure Store Service Configuring the Northwind ECT to use the SSS Service Mapping users identities to backend SQL Server Logins

Custom Solutions with Visual Studio and BCS

Why create a VS Solution for BCS? Example: BCS knows how to render info in LOB in lists in SP w/o having to write any code using SharePoint Designer but the look is a "FLAT" list. (Ex. - What if our data is stored such that we need / want to display it in a hierarchical fashion?) How? Create a ".NET Assembly Connector“ ("Business Data Connectivity Model" project type in VS 2010) A connector between SP and an external data store Can allow you to implement portions of BCS that are not implemented in the SP designer

Creating a .NET Connector Assembly and Custom Web Part to Display LOB Data

Why not write a custom Web Part yourself to get the External Data Yourself? A lot of items related to presenting a scalable application in SP is already a part of what BCS gives you, such as built-in support for: BCS has built-in support for paging, throttling results Is integrated with SharePoint so it knows how to render basic lists with little to no code Items in BCS can be used in many other ways You can use your ECT as a “lookup" for other Lists You can use it as metadata that appears in Word (i.e. - Quick Parts) You can run searches against your ECT

Working with Offline Documents in BCS Create an Add-In to take our BCS documents offline (in Word) Office 2010 installs on the client machine a client-side "cache" for BCS (i.e. - so you can take your SP lists offline) Providing the offline “Sync” functionality via code

Additional SharePoint 2010 Resources Scott Hillier‘s “10 Solutions Every SharePoint Developer Should Know How to Create” LiveLessons DVD at Amazon.com Building Solutions for SharePoint 2010 by Sahil Malik