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8 – 10 March 2011 | Dubai, UAE

Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

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With the introduction of Business Connectivity Services (BCS) in SharePoint 2010, It's now easy to build no-code productivity solutions that extend LOB Systems to the user level by means of powerful and familiar interfaces (and what's more familiar than Office?). This session introduces BCS, Office Business Applications (OBA) and shows the power that SharePoint 2010, Office 2010 and BCS brings to the table.

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Page 1: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

8 – 10 March 2011 | Dubai, UAE

Page 2: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

8 – 10 March 2011 | Dubai, UAE

Ayman El-HattabSharePoint MVPTwitter: @AymanElHattab

Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010

SESSION CODE: PRE104

Muhammed NabilTSP, Microsoft MEATwitter: @Muhammed_Nabil

Page 3: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Agenda

Business Connectivity Services (BCS) Overview

Demo: Contoso Sales OBA

Building No-Code OBA

Summary

Office Business Application (OBA) Overview

Page 4: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

What is an Office Business Application?

OBA: An application that integrates Office Client and/or SharePoint with a LOB System

OBA: An application that extends a LOB System to the user level by means of powerful and familiar interfaces (And what is more familiar than office?)

Page 5: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

A bit of Terminology…

• Business Connectivity Services – Connect to external LOB systems and surface data in SharePoint and Office (Read/Write)

• External Content Type (ECT) - The building block that describes:• Structure of the external system (Fields, Methods, Connection)• How this data behaves within SharePoint and Office

• Business Data Connectivity (BDC) – plumbing, runtime, connectivity

• Model – XML file (may contain more than one ECT)

Page 6: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Outlook Forms and Task PanesSharePoint External Lists

SharePoint Workspace

Search Results

External Content TypeThe building block

Office Applications

External Content TypeCustomer:

CustomerID FirstName LastName PhoneNumber EmailAddress

External data

Page 7: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

A look under the hood!

SAP ORACLE Siebel

SQL

Custom .NET assembly

DBConnector

WCF/WSConnector

.NET AssemblyConnector

Client to Backend Direct Connection

BDC Client Runtime

ECT Repository

External data

Business Data Connectivity (BDC)

BDC Server Runtime

Client DataCache

Presntation in SharePoint

ECT

Page 8: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Office 2010 Client

SharePoint Server 2010

External (CRM) Systems

Contoso Sales OBA

SalesDatabaseSOA Layer

(Web Services)

Page 9: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

What is business our scenario..?

I’m Ayman a sales rep for Contoso and will be travelling on the road…

- Check product availability and create a new quote document from SharePoint Workspace

3

- Receive e-mail from customer requesting a quote- In Outlook, learn more about customer’s sales history

2

- Fill out the quote in Word, send it to the customer

4

- Prepare for the upcoming trip by installing the OBA on the Laptop and syncing data

1

- Sync with corporate network

5

Page 10: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Contoso OBA in ActionDemo

Page 11: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Building the OBA

Create Word Doc Lib with External Data

Columns

2

Create External Content Types,

Associations and Lists

1

Create Outlook SolutionPackage

3

Page 12: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Building the OBA

Create Outlook SolutionPackage

3

Create Word Doc Lib with External Data

Columns

2

Create External Content Types,

Associations and Lists

1

Page 13: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

External Content Types (ECTs) in SharePoint Designer

Define ECT operations and data fields• Describe the external source capabilities by mapping to CRUD operations• Describe the data schema available to SharePoint and Office by mapping

parameters/columns• Describe the Association between the External Content Types.

Define ECT behavior in SharePoint and Office• Map ECT fields to Office Item types• Enable/Disable Offlining

Create External Content TypesConnect to WCF

Configure ECT Connectivity

ECTECT

CustomerOrders

Association

Page 14: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Adding Associations Between External Content Types

Association in SharePoint 2010

Page 15: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Adding Associations Between External Content Types

Association in Office 2010

Page 16: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Creating the ECTs, associations and listsDemo

Page 17: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Building the OBA

Create External Content Types,

Associations and Lists

1

Create Outlook SolutionPackage

3

Create Word Doc Lib with External Data

Columns

2

Page 18: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Create Word Document Library with External Data Columns

SPD or Browser

• Create a new Document Library• Add External Data Column and Lookup Fields• Create Word Template for Document Library• Use Quick Parts to embed external data in Word Template• Save Template back to Library

Access External Data from within Word and Document Libraries

Page 19: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Creating the Sales Quote Word TemplateDemo

Page 20: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Building the OBA

Create External Content Types,

Associations and Lists

1

Create Word Doc Lib with External Data

Columns

2

Create Outlook SolutionPackage

3

Page 21: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Creating Outlook Solution Package

The Easy Way!

• Download BCS Artifact Generator and BCS Packaging Tool from http://code.msdn.microsoft.com/odcsps14bcsgnrtrtool &http://code.msdn.microsoft.com/odcsps14bcspkgtool

• Export External Content Types from SharePoint Designer• Create the needed artifacts using BCS Artifacts Generator• Package into .vsto using BCS Packaging Tool

Extend Outlook with custom ribbon, forms, taskpanes and actions

Page 22: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Creating the Sales Outlook ExtensionsDemo

Page 23: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Session Summary

• It’s easy to build OBA’s without writing code• SPD provides simple wizard-based UI to connect to external data sources• External Lists enable you to richly integrate external data into SharePoint• Outlook and SPW allow you to work with external data while offline• Use Quick Parts to embed external data in Word Templates (Works in

Offline mode too)• BCS Artifacts Generator and BCS Packaging Tool can make your life easy!

Page 24: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

Connect with us

• Blogs:www.aymanelhattab.com blogs.technet.com/meacoexwww.sharepoint4arabs.com

• Follow us on twitter@AymanElHattab@Muhammed_Nabil

Page 25: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

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Page 26: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

8 – 10 March 2011 | Dubai, UAE

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Page 27: Creating No-Code BCS Solutions in SharePoint 2010 and Office 2010–From TechEd Middle East 2011

© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee

the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.