9/8/2019 11:03 PM © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

OS302 – The Business Data Catalog 9/8/2019 11:03 PM OS302 – The Business Data Catalog Mark Bower Senior Consultant Microsoft UK http://blogs.msdn.com/bowerm © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Customer Needs Based on SPS 2003 feedback 9/8/2019 11:03 PM 9/8/2019 11:03 PM Customer Needs Based on SPS 2003 feedback Less integration code Deep integration of data into the places users work New application types that blend data and collaboration Lack of structured data search Bridge portal and business application UI Centrally manage security, auditing, connections 3 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Data Catalog (BDC) Connects Office servers to business data 9/8/2019 11:03 PM 9/8/2019 11:03 PM Business Data Catalog (BDC) Connects Office servers to business data Web Parts Lists Search User Profiles Custom Apps List store Search Index Profile Store Metadata Business Data Catalog WS Proxy ADO.NET Web Service Database BizTalk, SAP, Siebel, Legacy, … SQL Server, Oracle, OLEDB, ODBC 4 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Design Motivations Why do we need the BDC? 9/8/2019 11:03 PM 9/8/2019 11:03 PM Design Motivations Why do we need the BDC? No code integration Centralized deployment Real-time access Centralized data security Designed for portal & collab. scenarios Data query, indexing, personalization The BDC is not: Transactions, workflow, data transformation, adapters 5 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Data Web Parts Simple business apps with no code 9/8/2019 11:03 PM 9/8/2019 11:03 PM Business Data Web Parts Simple business apps with no code Scenario 360-degree view of customer Today Clipping, custom web parts, data view Office 12: Reusable biz data web parts Show new data with no new code or binaries Master-detail applications with no code Integrated with dashboards and filters Customizable in SharePoint Designer 6 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Data Web Parts 9/8/2019 11:03 PM 9/8/2019 11:03 PM Business Data Web Parts 7 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Data Search Search data, not just documents 9/8/2019 11:03 PM 9/8/2019 11:03 PM Business Data Search Search data, not just documents Scenario: Find an account manager in Siebel Today Vertical applications lack full-text search Most users can’t locate or access vertical apps Hard to crawl business data with SharePoint Office 12: Search any database or web service No need to write custom IFilters or protocol handlers No need to create HTML representations of data Highly customizable results Integrated with scopes and search center 8 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Full-Text Account Search 9/8/2019 11:03 PM 9/8/2019 11:03 PM Full-Text Account Search 9 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Data in Lists Collaborate around business data 9/8/2019 11:03 PM 9/8/2019 11:03 PM Business Data in Lists Collaborate around business data Scenarios Tag a proposal with a customer Track and annotate key support cases Pick from the canonical list of cost centers Today Text or lookup fields Irregular data, duplicated lists of values Office 12: Business data column One column type that stores any entity One-click refresh Integrates with list features: workflow, versioning, etc. 10 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Tagging Proposals with Accounts 9/8/2019 11:03 PM 9/8/2019 11:03 PM Tagging Proposals with Accounts Use Demo 3 Script  11 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Actions and Writeback Link, don’t replicate 9/8/2019 11:03 PM 9/8/2019 11:03 PM Actions and Writeback Link, don’t replicate Scenario Edit customer in SAP Launch InfoPath form for writeback Today Great actions for people Actions on other data means custom code Office 12: Actions on any entity Action is just a URL associated with an entity Actions appear everywhere an entity appears Users can take action in context 12 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Actions on Accounts 9/8/2019 11:03 PM 9/8/2019 11:03 PM 13 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/8/2019 11:03 PM 9/8/2019 11:03 PM Business Data in User Profiles Business-specific targeting & personalization Scenarios Show news about your customers Automatically filter dashboard by region Today Code required to augment user profile with non-Active Directory data Personalized web parts require custom code Office 12: Join user profile store and BDC Map user profile property to field of entity Filter web parts with user-profile filters 14 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Data Catalog (BDC) Connects Office servers to business data 9/8/2019 11:03 PM 9/8/2019 11:03 PM Business Data Catalog (BDC) Connects Office servers to business data Web Parts Lists Search User Profiles Custom Apps List store Search Index Profile Store Metadata Business Data Catalog Ok so I have covered the features, now I just wanted to talk about the API and the metadata model… WS Proxy ADO.NET Web Service Database BizTalk, SAP, Siebel, Legacy, … SQL Server, Oracle, OLEDB, ODBC 15 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Development Lifecycle Key shift: From code to metadata Analyst defines business requirements IT Pro / developer writes and tests application definition (metadata) IT Pro uploads application definition Analyst builds solution using business data features Key shift – Many integration tasks, no need to write code, you just use the meta data in the BDC Therefore the development lifecycle is…… <1234> Important to highlight that on step four it is an analyst not a developer that builds the solution For some tasks there is code to write but for most a developer may not be needed  16 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Metadata Model Two purposes Key objects Describe a system’s API 9/8/2019 11:03 PM 9/8/2019 11:03 PM Metadata Model Two purposes Describe a system’s API Give meaning to the API; make it easily usable Key objects System – A data source (Siebel) Entity – A real-world thing (Customer) Method – An operation on an Entity (GetCustomerList) Association – A relationship between Entities (Customers have Orders) Skipped this in demo! Show the simple XML for the customer web service 17 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Data Catalog API Two halves: runtime and administration 9/8/2019 11:03 PM 9/8/2019 11:03 PM Business Data Catalog API Two halves: runtime and administration Runtime API Browse metadata, execute methods, retrieve instances, traverse relationships For custom application builders Administration API Create, read, update, and delete metadata and manage permissions For administrators For ISVs building metadata management tools OOB features use these public APIs 18 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

AuthN, AuthZ, And Auditing Centralized security and auditing 9/8/2019 11:03 PM AuthN, AuthZ, And Auditing Centralized security and auditing Two authentication patterns Trusted subsystem Impersonation / delegation Two authorization patterns Mid-tier authorization Backend authorization One place to audit Log who accesses which data when © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9/8/2019 11:03 PM 9/8/2019 11:03 PM Calls to Action Use the business data features to create new and better applications faster Expose your line-of-business data via web services or databases Write BDC-friendly web services Finders, SpecificFinders, IDEnumerators, … Simplify your custom integration code with the BDC Runtime API Write tools to simplify metadata creation with the BDC Administration API 20 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

© 2006 Microsoft Corporation. All rights reserved. 9/8/2019 11:03 PM © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.