Microsoft&#174 · SharePoint&#174 · 2010 · Business Connectivity Services by Coventry, Penelope -- Read -- Imperial Library of Trantor

Index

Microsoft® SharePoint® 2010: Business Connectivity Services Dedication 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 Copyright

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