Using SharePoint Business Connectivity Services to Expose Line of Business Data October 22, 2010

Session Promise (per the Abstract) 2 Business Connectivity Services (BCS) is the new and improved version of the Business Data Catalog. Business Connectivity Services make it easy to bring enterprise data into the familiar user interfaces of SharePoint and Office. This session will show how to leverage the power of Business Connectivity Services with Office and Visual Studio to build solutions. The demos included highlight the types of SharePoint solutions that can be created with Business Connectivity Services as well as applicable scenarios for each solution type.

Session Objectives And Takeaways Session Objectives: Show how to leverage the power of Business Connectivity Services with the Office and Visual Studio Illustrate the types of SharePoint solutions that can be created with Business Connectivity Services

Today’s Agenda Includes… 4 Business Connectivity Services (BCS) Overview BCS Tools Overview Demos Create an ECT with SharePoint Designer Configure ECT for Outlook Off-lining Q&A

Cogent Company | An Overview 5

Overview of Cogent Company We are a management and IT consulting firm focused on helping our clients define actionable information management strategies that deliver measurable business value design, build and deploy sustainable and scalable information management technology solutions Our consultants average decades of solution design, development and implementation experience We partner closely with our clients to execute rapid deployment cycles that consistently demonstrate “speed to value” We provide industry-recognized expertise and innovation across the spectrum of Microsoft and related technologies We offer experience advising client executives and implementing enterprise-class applications in multiple industries and client sizes 6 ©2010. Cogent Company. Proprietary and Confidential.

Our Services 7 ©2010. Cogent Company. Proprietary and Confidential. Strategic Advisory Services Information Management Services Core Infrastructure Services Custom Development Services Productivity Services Solution Selection and Roadmap Development IT Transformation and Governance Project and Portfolio Management Strategic Change Management Business Process Management and Collaboration Application Integration Enterprise Content Management and Search Unified Communications Data Acquisition and Quality Analysis Data Warehousing Business Intelligence Advanced Analytics Security and Networking Data Protection and Recovery IT Management and Security Desktop, Device, and Server Management User Experience Software Development Service Oriented Architectures System Integration

Business Connectivity Services Overview 8

BCS Connects 9 Structured data that exists in the organization's enterprise applications Unstructured data in business productivity applications such as those in Microsoft Office Users Applications Data BCS enhances Office application and SharePoint application capabilities and their UI through features, services, and tools. The BCS feature set enables rapid development and deployment of scalable and security-rich solutions. BCS enables users to read and write data from external systems—through Web services, databases, and Microsoft.NET Framework assemblies—from within Microsoft SharePoint 2010 and Microsoft Office 2010 applications

BCS Scenarios 10 Reveal external data from enterprise applications and Web 2.0 services in Microsoft SharePoint Foundation 2010, SharePoint Server 2010, and in rich client Office applications. Provide Office Type behaviors (such as contacts, tasks, appointments) and capabilities to external data and services. Provide complete interaction with the data including write-back capabilities from Office applications and SharePoint Server to the underlying external system data and business objects. Enable offline use of external data and processes. Bridge the unstructured world of documents and people and the appropriate structured data that is locked in external systems.

Types of Solutions You Can Build Using BCS 11 Simple Takes advantage of the native capabilities: BCS, SharePoint 2010, and Office 2010 External List External Data Columns Web Parts Offlining Intermediate (Declarative) Uses no-code to create more powerful and customized solutions. Assemble and customize composite solutions Create a Microsoft Outlook solution without writing code. Advanced (Code-based) Uses Microsoft Visual Studio 2010 to create rich code-based solutions. Create reusable components Create end-to-end solutions by using Office, SharePoint, and Business Connectivity Services object models Advanced Developer Information Worker Developers & Power User

Office Apps Client Runtime Offline Operations CacheCache DevelopmentPlatformDevelopmentPlatform Business Intelligence Enterprise content mgmt Collaboration social EnterpriseSearchEnterpriseSearch ECT Store RuntimeRuntimeSecuritySecurity Solution Packaging Out of the box UI Web 2.0 DBWCF Web Service.NET LOB SharePoint Design Tools SharePoint Designer 2010 Visual Studio 2010 Business Connectivity Services Stack Brings LOB Data Into SharePoint SharePoint List with External Data Read / Write SharePoint Foundation Built on the SharePoint 2007 Business Data Catalog Business Connectivity Services is included in Microsoft SharePoint Foundation 2010, SharePoint Server, and Office Business Connectivity Services Feature SharePoint Foundation 2010 SharePoint Server 2010 Standard Edition SharePoint Server 2010 Enterprise Edition External List√√√ External Data column√√√ Business Data Connectivity (BDC) service √√√ Connector Framework√√√ Secure Store Service√√ External Data Search√√ Profile Pages√√ Business Data Web Parts √ Rich Client Integration√

External Content Types BCS-enabled solutions rely on ECTs to integrate external data into SharePoint and the Office client applications Describes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint *formerly known as BDC Entity Enable reusability Encapsulate complexities of external systems Provide built-in Office and SharePoint behavior Ensure secure access Simplify maintenance Enable external data search Enable working offline Enable reusability Encapsulate complexities of external systems Provide built-in Office and SharePoint behavior Ensure secure access Simplify maintenance Enable external data search Enable working offline

BCS Tools Overview 14

Solution Types, Tools and Roles Advanced Developer Power User NO CODE* CODE Developer

Solution Types, Tools and Roles Intermediate Advanced Simple Surface data in External Lists Connect those lists to Outlook, SPW Developer Power User NO CODE* Advanced Developer CODE Advanced Developer CODE

Solution Types, Tools and Roles Intermediate Simple Customize InfoPath forms Outlook taskpane and ribbon Word (QuickParts) Workflow Web Part Pages Surface data in External Lists Connect those lists to Outlook, SPW SharePoint Designer SharePoint SDK Developer Power User NO CODE* Advanced Advanced Developer CODE

Solution Creation Approaches Power User Developer VisualStudioVisualStudio SharePointDesignerSharePointDesigner SDKSDK Single machine Dev Environment Create reusable ECTs that provide custom integration logic to virtually any data source using.Net code Author thin and rich client UX as reusable components Create Office Add-Ins in Visual Studio Client-Server Environment Compose solutions (no code) that connect to existing WCF, Sql Server databases and.Net Objects Implicitly author thin and rich client UX for External List and InfoPath Forms IT Admin Production Environment Produce WSP Import & Configure SharePoint Server (Shared, Dev/Prod) “Live” Connection “Live” Connection Export, Import & Configure

Tools Feature OverviewFeaturesSharePoint Designer 2010 Visual Studio 2010 SDK Author External Content Types and Profile Pages External Content Type Designer Integrate External Data in WF Workflow Designer Generate and Author External Lists and InfoPath Forms Lists and Forms Designer Office Add-in Projects Extend Office apps through BCS-aware code add-ins and reusable components Extend Outlook Declaratively Outlook declarative ribbon (URL-based actions) and Taskpanes extensions Additional Samples and Utilities Connect to existing WCF/Web Services, Sql Server or.Net Assemblies Connect to virtually any data source through custom.Net code

DEMO #1 Create an External Content Type With SharePoint Designer+ More Stuff 20 External Data Columns External Lists External Item Picker External Data in OutlookExternal Data in Word Business Data Web Parts Profile Pages External Data in Access External Data in InfoPath

DEMO #2 Configure External content type for Outlook Off-lining 21

SharePoint Designer and Visual Studio Recap Capability / Tool SharePoint Designer 2010 VisualStudio 2010 Visual Studio 2010 Connect toExisting WCF, Sql Server,.Net Assembly Any data source by creating.Net Assemblies Modeling ApproachDiscover and ConfigureCreate and Publish Target ScenariosAuthor “simple” models with OOB UX (External Lists, Outlook, SharePoint Workspace, InfoPath, Search, simple FK-based associations) - Author complex models with custom connectivity logic for aggregation, transformation, security, etc. - Author custom UX via VSTO customizations - Author reusable rich and thin UI parts (WebParts) that connect to External Data Limitations-Data source needs to expose “proper interface shape” -Advanced stereotypes (Bulk, Batch) -Generic/polymorphic services -Only Foreign Key Associations - Visual designer only for.Net object based models - Separate development and packaging of rich client and server components

Rich/Thin Solutions Packaging and Deployment Thin Client Components WSPPackage SharePointServer Import Deploy and Update Include in WSP Office Client

Cogent Company | more details 24

Cogent Thinking Office 2003 Programming: Real World Applications Pro ASP.NET 2.0 Website Programming Pro Office 2007 Development with VSTO Books 5 Business Reasons for Adopting the Windows Platform - CIO.COM Easy Time & Billing with SharePoint, Outlook, & Excel (and VSTO tool) - Devx.com Repurpose SharePoint Services Data Using Excel's Spreadsheet XML - Devx.com Outlook the Way You Want It—Build Custom Outlook GUIs with WinForms & VSTO - Devx.com Create a Sales Dashboard using Excel, InfoPath and VSTO Devx.com VSTO's Outlook Integration Makes Building Managed Add-ins A Snap - Devx.com An Office Developer's Timesaver: Using VSTO 2005 to Integrate Excel and Access - Devx.com Articles (call for links) Business System Builder Office Developer Simple Talk Blogs (call for links) Southern Methodist University, Cox School of Business: Adjunct Faculty; Guest Lecturer, IT and Operations Management. University of North Texas: Guest Lecturer in College of Business Administration and English Department Advisory Board, College of Business Administration, Information Technology & Decision Sciences Department Member, Center for Decision and Information Technology Academics 25 ©2010. Cogent Company. Proprietary and Confidential.

Our Experience 26 Client FirmSolutionCogent Solutions Fortune 50 wireless telecommunications firm Implement PMO for integration of billing and customer care systems for largest wireless merger. Cogent PMO Toolkit Fortune 50 financial services firm Customize Microsoft Outlook and integrate to third party CRM system and processes. Cogent Office Application Integration Accelerator Fortune 50 software firm Customize SharePoint to manage channel sales process. Cogent SharePoint Development Accelerator Fortune 500 real estate services firm Implement reporting system on legacy operations systems and processes. Cogent PMO Toolkit Cogent Requirements Management Toolkit Top US media services firm Extract firm from 10 year IT outsourcing arrangement and implement in-house organization and processes. Cogent Business Value Accelerator Cogent Requirements Management Toolkit Global direct marketing service agency Develop image selection application and integrate digital asset management system. Implement web site design. Cogent SharePoint Development Accelerator Regional Health Insurance Firm Develop and deploy content management system and integrate 3 rd party applications. Cogent Business Value Accelerator Cogent Requirements Management Toolkit Cogent SharePoint Development Accelerator National Specialty Hospital Deploy IT governance process and system. Cogent Business Value Accelerator Cogent PMO Toolkit ©2010. Cogent Company. Proprietary and Confidential.

Business Connectivity Services Overview Setting Up the Dev Environment for Business Connectivity Services Top 15 BCS Object Model Classes BCS Package Generator Resources and Next Steps