book

Professional SharePoint® 2010 Development

Name: Professional SharePoint® 2010 Development
ISBN: 9780470529423

by Tom Rizzo, Reza Alirezaei, Paul Swider, Jeff Fried, Scot Hillier, Kenneth Schaefer

May 2010

Intermediate to advanced

695 pages

19h 43m

English

Wrox

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Copyright
ABOUT THE AUTHORS
ABOUT THE TECHNICAL EDITORS
CREDITS
ACKNOWLEDGMENTS
INTRODUCTION
WHAT THIS BOOK COVERSIntroductory ChaptersPlatform ServicesWorkload ChaptersOnline ServicesHOW THIS BOOK IS STRUCTUREDWHAT YOU NEED TO USE THIS BOOKCONVENTIONSSOURCE CODEERRATAP2P.WROX.COM
1. Introduction to SharePoint 2010
1.1. WHAT'S NEW IN THE SHAREPOINT PLATFORM AND TOOLS1.1.1. Language Integrated Query (LINQ)1.1.2. List Enhancements1.1.3. Business Connectivity Services1.1.4. Silverlight Integration1.1.5. Client-Side OM1.1.6. Web 2.0 Protocols and New Standards1.1.7. Sandbox Solutions and Resource Governors1.1.8. SharePoint Designer1.1.9. Visio and Access Services1.1.10. InfoPath (Forms, List Forms, Mobile Forms)1.1.11. Visual Studio1.1.12. Web Solution Packages1.1.13. Developer Dashboard1.2. WHAT'S NEW IN COLLABORATION/SOCIAL COMPUTING1.2.1. Enhanced Blogs and Wikis1.2.2. Social Tagging and Ratings1.2.3. Activity Feeds1.2.4. Social Bookmarking1.2.5. Organization Browser1.2.6. Outlook Social Newsfeeds and Expertise1.2.7. Microblogging and Mobile Client1.2.8. Social Search1.3. WHAT'S NEW IN SEARCH1.3.1. New Core Search Query Capabilities1.3.2. Enhanced Core Search Results1.3.3. Enhanced People Search: Phonetics1.3.4. Enhanced People Search: Address Book Style Lookups1.3.5. Enhanced People Search Results1.3.6. New Search Connector Framework1.3.7. FAST Integration1.4. WHAT'S NEW IN ECM1.4.1. What's New in ECM: Document Management1.4.1.1. Metadata Management and Navigation1.4.1.2. Location-Based Metadata1.4.1.3. Document Routing1.4.1.4. Unique Document IDs1.4.1.5. Taxonomy Services1.4.1.6. Document Sets1.4.1.7. Word Services1.4.1.8. CMIS Support1.4.2. What's New in ECM: Records Management1.4.2.1. Multi-Stage Disposition1.4.2.2. In-Place Records Management1.4.3. What's New in ECM: Web Content Management1.4.3.1. Standards and Browser Support1.4.3.2. One-Click Page Layout1.4.3.3. Enhanced Page Libraries1.4.3.4. Social Computing Crossover Features1.4.4. What's New in ECM: Digital Asset Management1.4.4.1. Digital Asset Content Types1.4.4.2. Bit Rate Throttling with IIS1.4.4.3. Content Rating1.4.4.4. Remote BLOB Storage1.4.4.5. Image Property Promotion1.4.4.6. Silverlight Web Part and Media Player1.4.5. What's New in ECM: Workflow1.4.5.1. OOB Modifiable Workflows1.4.5.2. Site Workflows1.4.5.3. Visio Services1.4.5.4. Forms Support in SharePoint Designer1.4.6. What's New in Forms1.4.6.1. Replacing Default Forms with InfoPath Forms1.4.7. What's New in Groove (SharePoint Workspace)1.5. SUMMARY
2. Developer Tools For Sharepoint 2010
2.1. OOB DEVELOPER EXPERIENCE2.2. SHAREPOINT DESIGNER2.2.1. New User Interface2.2.2. Top Ten New Features in SPD2.2.2.1. Improved Workflow Design2.2.2.2. New Workflow Actions2.2.2.3. Reusable Workflows2.2.2.4. Site Workflows2.2.2.5. InfoPath Integration2.2.2.6. Integration with Visio2.2.2.7. Task Process Designer2.2.2.8. Editable OOB Workflows2.2.2.9. BCS Integration2.2.2.10. Browser to SPD2.2.2.11. WSP Integration2.2.2.12. Locking Down SPD2.3. VISUAL STUDIO 20102.3.1. Importing WSPs2.3.2. SharePoint Server Explorer2.3.3. Solution Explorer Integration2.3.4. Feature Designer2.3.5. Package Designer and Packaging Explorer2.3.6. Project Type Templates2.3.7. Mapping Folders2.4. SETTING UP YOUR DEVELOPMENT ENVIRONMENT2.4.1. System Requirements2.4.1.1. Operating System Requirements2.4.1.2. Virtual or Physical?2.4.1.3. SQL Server Version2.4.1.4. .NET Framework Support2.5. TROUBLESHOOTING WITH DEBUGGING, AND TESTING2.5.1. F5 Debugging2.5.2. Debugging Using the Dev Dashboard2.5.2.1. Turning On the Developer Dashboard2.5.2.2. Why Use the OnDemand Setting?2.5.2.3. Customizing the Developer Dashboard2.5.2.4. Monitoring Your Own Code with the Dashboard2.5.3. Debugging Using SharePoint Logs2.5.4. Debugging Silverlight Code2.5.5. Unit, Capacity, and Load Testing2.5.5.1. Visual Studio 2010 Test Tools2.5.5.2. Load Testing Kit2.5.5.3. Best Practices for Capacity and Load Testing2.5.6. Other Useful Tools for Debugging and Testing2.5.6.1. SPDisposeCheck2.5.6.2. Internet Explorer 8 Developer Tools2.5.6.3. FireFox and Firebug2.5.6.4. Visual Round Trip Analyzer2.5.6.5. Fiddler2.6. DEPLOYING AND MAINTAINING YOUR CODE2.6.1. Customizing Deployment in VS2.6.2. ALM with VS 2010 and SharePoint2.6.3. Moving from Test to Production2.7. UPGRADING CODE FROM 20072.8. SUMMARY
3. It Pro Enhancements For The Developer
3.1. PERFORMANCE IMPROVEMENTS3.1.1. List Throttling3.1.1.1. Working with the Throttle Programmatically3.1.2. External List Throttling3.1.3. HTTP Request Throttling3.1.4. Remote Blob Storage3.1.5. Streaming Media and Bit Rate Throttling3.2. HIGH AVAILABILITY IMPROVEMENTS3.2.1. Database Mirroring and Clustering3.2.2. Read-Only Databases3.3. SECURITY IMPROVEMENTS3.3.1. Claims-Based Authentication3.3.1.1. What Is the Value of Claims?3.3.1.2. When to Use Claims3.3.1.3. Claims-Based Authentication Simplifies Your Authentication Code3.3.1.4. How Does Claims-Based Authentication Work?3.3.1.5. SharePoint Claims3.3.2. Code Access Security3.3.3. Sandbox Solutions3.3.4. Cross-Site Scripting3.4. MANAGEMENT IMPROVEMENTS3.4.1. Health Monitoring and Reports3.4.2. Service Applications3.4.3. PowerShell Support3.4.3.1. PowerShell Tools3.4.3.2. PowerShell Basics3.5. SUMMARY
4. SharePoint Platform
4.1. PLATFORM OVERVIEW4.2. NEW USER INTERFACE4.2.1. General Platform Improvements4.2.2. Master Pages and _Layouts4.2.3. The Ribbon4.2.3.1. Ribbon Extensibility4.2.3.2. XML-Only Operations4.2.3.2.1. Replacing Existing Controls4.2.3.2.2. Using URL Actions4.2.3.2.3. Why Doesn't My Button Show Up?4.2.3.2.4. Rights and Site Administrators4.2.3.2.5. Hiding Existing Controls4.2.3.2.6. Writing Code to Control Menu Commands4.2.3.2.7. Creating New Tabs and Groups4.2.3.2.8. ToolTips and Help4.2.3.2.9. Writing a Page Component4.2.3.2.10. Adding Buttons with SPD4.2.3.2.11. Contextual Tabs and Groups with Web Parts4.2.4. Status Bar and Notification Area4.2.4.1. Customizing the Status Bar4.2.4.2. Customizing the Notification Area4.2.5. Working with Dialogs4.2.5.1. Programming the Dialog Framework4.2.6. Theming Infrastructure4.2.6.1. Programming Using the Theme API4.3. LIST, VIEW, AND EVENT ENHANCEMENTS4.3.1. List Enhancements4.3.1.1. SharePoint Designer and Visual Studio Support4.3.1.2. List Relationships with Cascade or Block4.3.1.3. Validation with Excel-Like Formulas4.3.1.4. Ensuring Uniqueness4.3.1.5. List Joins4.3.1.6. Customize Default Forms Using Web Parts or InfoPath4.3.2. View Enhancements4.4. EVENTS ENHANCEMENTS4.4.1. New Events4.4.2. New Event Registration Feature4.4.3. Post-Synchronous Events4.4.4. Custom Error Pages4.4.5. Impersonation Enhancements4.5. OVERVIEW OF DATA TECHNOLOGIES4.5.1. SharePoint LINQ Support4.5.1.1. Getting Started with SharePoint LINQ: SPMetal4.5.1.2. What about Default Fields?4.5.1.3. Adding References in VS4.5.1.4. Working with DataContext Object4.5.1.5. Typed Data Classes and Relationships4.5.1.6. Querying Data, Enumerating, and Inefficient Queries4.5.1.7. Adding, Updating, and Deleting Data and Dealing with Conflicts4.5.1.8. Inspecting the CAML Query4.5.1.9. Best Practice: Turning off Object Change Tracking4.5.1.10. When to Use CAML and LINQ4.5.2. Managed Client OM4.5.2.1. Which DLLs Implement the Client OM4.5.2.2. Adding References Inside VS4.5.2.3. Authentication4.5.2.4. ClientContext Object4.5.2.5. Retrieving Items from SharePoint4.5.2.6. Properties Returned and Requesting Properties4.5.2.7. Load vs. LoadQuery4.5.2.8. Nesting Includes in your LoadQuery4.5.2.9. Using CAML to Query Lists4.5.2.10. Using LINQ with Queries4.5.2.11. Creating Lists, Fields, and Items4.5.2.12. Deleting Lists and Items4.5.2.13. Working with Users and Groups4.5.2.14. Working Asynchronously4.5.2.15. Working with ECMAScript4.5.2.16. Working in Silverlight4.5.2.17. Programming Using REST4.5.2.17.1. Using REST in Visual Studio4.5.2.17.2. External List Support and REST4.5.2.17.3. JQuery and SharePoint4.6. SANDBOX SOLUTIONS4.6.1. Types of Solutions You Can Build4.6.2. Executing Code in the Sandbox4.6.2.1. Subset Object Model4.6.2.2. What about Accessing External Data?4.6.2.3. What about Iframes?4.6.2.4. Code Access Security (CAS)4.6.2.5. API Block List4.6.2.6. Visual Studio Support4.6.3. Solution Monitoring4.6.3.1. What Is Monitored?4.6.4. Managing Solutions4.6.4.1. Solution Validation4.6.4.2. Full-Trust Proxy4.7. SUMMARY

5. Collaboration and Social Computing
5.1. PEOPLE-CENTRICITY5.1.1. User Profile Service Application5.1.1.1. Use PowerShell to Automate Creating a UPA in Your Development Environments5.1.2. Profile Synchronization5.1.2.1. User Subtypes5.1.2.1.1. User Profile Customization and Code5.2. SOCIAL NETWORKING AND MY SITE5.2.1. Social Tagging and Ratings5.2.1.1. Social Data Web Service5.2.1.2. Activity Feeds5.2.1.2.1. Tags and Notes5.3. BLOGS AND WIKI SITE DEFINITIONS5.3.1. Enterprise Wiki Sites5.4. SUMMARY
6. Search
6.1. SEARCH OPTIONS WITH SHAREPOINT 20106.1.1. SharePoint Foundation6.1.2. Search Server 2010 Express6.1.3. Search Server 20106.1.4. SharePoint Server 20106.1.5. FAST Search Server 2010 for SharePoint6.1.6. Choosing the Right Search Product6.1.7. Common Platform and APIs6.2. SEARCH USER EXPERIENCE6.2.1. Search Center6.2.2. Visual Cues in Search Results with FAST6.2.2.1. Thumbnails and Previews6.2.2.2. Visual Best Bets6.2.2.3. Exploration and Refinement6.2.3. "Conversational" Search6.2.3.1. Sort Results on Managed Properties6.2.3.2. Similar Results6.2.3.3. Result Collapsing6.2.3.4. Contextual Search Capabilities6.2.3.5. Relevancy Tuning by Document or Site Promotions6.2.3.6. Synonyms6.2.4. People Search6.3. SEARCH ARCHITECTURE AND TOPOLOGIES6.3.1. SharePoint Search Key Components6.3.1.1. Search Topologies, Scaling, and High Availability6.3.1.2. High Availability and Resiliency6.3.2. FAST Architecture and Topology6.3.3. Scale-Out with FAST6.3.4. How Architecture Meets Applications6.4. DEVELOPING WITH ENTERPRISE SEARCH6.4.1. Range of Customization6.4.2. Top Customization Scenarios6.4.3. Search-Driven Applications6.5. CUSTOMIZING THE SEARCH USER EXPERIENCE6.5.1. Example: New Core Results Web Part6.5.2. Example: Adding Sorting to Your New Web Part6.5.3. Web Parts with FAST6.6. SEARCH CONNECTORS AND SEARCHING LOB SYSTEMS6.6.1. New Connector Framework Features6.6.2. Creating Indexing Connectors6.6.2.1. Model Files6.6.2.2. Tooling in SPD and VS20106.6.2.3. Writing Custom Connectors6.6.2.4. A Few More Tips6.6.2.5. Deploying Connectors6.6.3. FAST-Specific Indexing Connectors6.6.4. Customizing Connectivity in Summary6.7. WORKING WITH FEDERATION6.7.1. Customization Examples Using Federation6.7.2. Further Considerations in Federation6.8. WORKING WITH THE QUERY OM6.8.1. Query-Side APIs and OMs6.8.1.1. The Federation Object Model (OM)6.8.1.2. The Query Web Service6.8.1.3. The Query RSS Feed6.8.1.4. The Query Object Model6.8.2. Query Syntax6.8.3. FAST Query Language (FQL)6.8.4. Examples Using Query Customization6.9. SOCIAL SEARCH6.9.1. End-User-Visible Functionality6.9.1.1. Mining and Discovering Expertise6.9.1.2. Improving Search Based on Social Behavior6.9.2. Social Search Architecture and Operations6.9.2.1. Architecture and Key SSAs6.9.2.2. Managing User Profiles6.9.2.3. Social Tags6.10. CONTENT ENHANCEMENT6.10.1. Metadata, Linguistics, and Search6.10.1.1. Crawled Properties, Managed Properties, and Schemas6.10.1.2. Multilingual Search6.10.1.3. The Problem of Missing Metadata6.10.2. Advanced Content Processing with FAST6.10.2.1. Content Pipeline Configuration6.10.2.2. Content Pipeline Extensibility6.10.3. Multilingual Search6.11. EXTENDING SEARCH USING THE ADMINISTRATIVE OM6.11.1. Authentication and Security6.11.2. Search Reports6.12. SUMMARY: CUSTOMIZING SEARCH WITH SHAREPOINT 2010
7. ECM: Records Management
7.1. SHAREPOINT 2010 RECORDS MANAGEMENT OVERVIEW7.1.1. Recordization7.1.2. eDiscovery and Holds7.1.3. Auditing and Reporting7.2. PROGRAMMING RM IN SHAREPOINT7.2.1. Declaring and Undeclaring a Record7.2.2. Creating Retention Schedules7.2.3. Creating Organizer Rules7.2.4. Creating Workflows That Use RM7.3. SUMMARY
8. Web Content Management
8.1. THE CONTENT LIFECYCLE IN WEB CONTENT MANAGEMENT8.1.1. Separation of Content and Development8.1.2. The Important Role of Information Architecture8.2. FOUNDATIONS OF WEB CONTENT MANAGEMENT8.2.1. Activating the Publishing Features8.2.1.1. Publishing Feature Components8.2.2. Page Processing Model8.2.3. Site Columns8.2.3.1. Browser-Based Site Column Development8.2.3.2. Feature-Based Site Column Development8.2.3.3. Object Model-Based Site Column Development8.2.4. Content Types8.2.4.1. Understanding Content Type Ids8.2.4.2. Browser-Based Content Type Development8.2.4.3. Feature-Based Content Type Development8.2.4.4. Object Model-Based Content Type Development8.2.4.5. Client Object Model-Based Content Type Development8.2.5. Page Layouts8.2.5.1. Developing Page Layouts8.2.5.2. Create a Page Layout with SharePoint Designer8.2.5.3. Create a Page Layout with Visual Studio8.2.6. Master Pages8.2.6.1. Create a Master Page with SharePoint Designer8.2.6.2. Create a Master Page with Visual Studio8.2.6.3. Setting the Master Page in Code8.2.7. Navigation8.2.7.1. Customizing Navigation with Site Settings8.2.7.2. Implementing Navigation in the Master Page8.2.7.3. Customizing Navigation Using the Object Model8.2.7.4. Customizing Navigation with Web Parts8.2.8. Content by Query Web Part8.2.8.1. Using the Content by Query Web Part8.2.8.2. Customize Content by Query Web Part in XML8.2.8.3. Use Custom XSL to Modify the Presentation of Content8.2.8.4. Redeploy the Content by Query Web Part Using Visual Studio8.2.9. Content Conversion8.2.9.1. Setup Document Conversion8.2.9.2. Using Document Conversion8.3. SUMMARY
9. Electronic Forms
9.1. INTRODUCING THE TRAINING MANAGEMENT APPLICATION9.2. CUSTOMIZING SHAREPOINT LIST FORMS9.2.1. Creating the Trainings List9.2.2. Customizing SharePoint List Forms9.2.3. Adding Intelligence Using Rules and Views9.2.4. Publishing List Forms9.2.5. Distributing the Trainings List9.3. DESIGNING INFOPATH FORM TEMPLATES9.3.1. What Is a Form Library?9.3.2. Designing Your Form Template9.3.3. Querying SharePoint Lists in Forms9.3.4. Querying REST Web Services9.3.5. Submit Behavior9.3.6. Form Programming9.3.7. Publishing an InfoPath Form9.3.8. Publishing to a Form Library vs. Publishing to a Content Type9.3.9. Form Security9.3.10. Sandboxing Your Forms9.3.11. Form Anatomy9.3.12. Extracting the Form's Data9.4. TOOLS FOR FORM DEVELOPERS9.4.1. The Rule Inspector9.4.2. The Design Checker9.4.3. IE Developer Tools9.4.4. Fiddler Tool9.4.5. Tiny Inline Tools9.5. BUILDING WEB PARTS USING INFOPATH9.5.1. InfoPath Form Web Part9.5.2. Using InfoPath to Create Connected Web Parts9.5.3. Getting Data from Other Web Parts9.5.4. Empowering Users with Mashups9.6. SUMMARY
10. ECM: Document Management
10.1. A NEW ENTERPRISE CONTENT MINDSET10.1.1. New ECM Features10.1.2. Expanded ECM Object Model10.2. GETTING THE MOST OUT OF THE DOCUMENT CENTER10.2.1. Visual Studio and the Document Center10.2.1.1. Creating and Customizing a Document Center10.2.1.1.1. Exporting the SharePoint Site10.2.1.1.2. Importing the .wsp File10.2.1.1.3. Debugging and Deploying the Project10.3. CONTENT ROUTING10.3.1. Managing the Content Organizer10.3.1.1. The Drop Off Library10.3.1.2. Creating Rules10.3.1.2.1. Rules List10.4. USING DOCUMENT LIBRARIES IN THE DOCUMENT CENTER10.4.1. Metadata Navigation and Filtering10.4.1.1. Queries and Indices10.4.2. Visual Studio and Document Libraries10.4.2.1. Create a Document Library List Definition in Visual Studio10.5. MANAGED METADATA10.5.1. Types of Metadata10.5.1.1. Tagging and Taxonomy10.5.2. Managed Metadata Service Application10.5.2.1. Term Store Management Tool10.5.2.1.1. Create a Term Set Manually10.5.2.2. Managed Metadata Columns10.5.2.3. Taxonomy Object Model10.6. CONTENT TYPES10.6.1. Content Type Syndication10.6.1.1. Publishing10.6.2. The Document Set10.7. DOCUMENT ID SERVICE10.7.1. Create a Custom Document ID Provider10.7.1.1. Create a Document ID Provider10.8. SUMMARY
11. Business Connectivity Services
11.1. INTRODUCING BUSINESS CONNECTIVITY SERVICES11.1.1. Creating Simple BCS Solutions11.1.1.1. Creating External Content Types11.1.1.2. Creating External Lists11.2. UNDERSTANDING BCS ARCHITECTURE11.2.1. Understanding Connectors11.2.2. Understanding Business Data Connectivity11.2.2.1. Managing the Business Data Connectivity Service11.2.2.2. Introducing the BDC Server Runtime11.2.2.3. Understanding the Client Cache11.2.2.4. Introducing the Office Integration Runtime11.2.3. Understanding the Secure Store Service11.2.4. Understanding Package Deployment11.3. UNDERSTANDING AUTHENTICATION SCENARIOS11.3.1. Configuring Authentication Models11.3.1.1. Understanding Passthrough Authentication11.3.1.2. Understanding RevertToSelf11.3.1.3. Understanding Secure Store Options11.3.2. Accessing Claims-Based Systems11.3.3. Accessing Token-Based Systems11.3.4. Managing Client Authentication11.3.5. Managing Authorization11.4. CREATING EXTERNAL CONTENT TYPES11.4.1. Creating Operations11.4.2. Creating Relationships11.4.3. Defining Filters11.5. USING ECTS IN SHAREPOINT 201011.5.1. Creating Custom Forms11.5.2. Using External Columns11.5.3. Business Data Parts11.5.4. Creating a Profile Page11.5.5. Searching External Systems11.5.6. Supplementing User Profiles11.6. USING ECTS IN OFFICE 201011.6.1. Using the SharePoint Workspace11.6.2. Understanding Outlook Integration11.6.3. Using Word Quick Parts11.7. CREATING CUSTOM BCS SOLUTIONS11.7.1. Using the Runtime Object Model11.7.2. Using the Administration Object Model11.7.3. Creating .NET Assembly Connectors11.8. SUMMARY
12. Workflow
12.1. TRAINING APPROVAL WORKFLOW12.1.1. Creating the Training Content Type12.2. WORKFLOW DEVELOPMENT LIFECYCLE12.2.1. Prototyping in Visio12.2.2. Customizing the Workflow in SharePoint Designer12.2.2.1. Reusable Workflows12.2.2.2. Association and Initiation Form Parameters12.2.2.3. Customizing the Workflow Logic12.2.2.3.1. Step 1: On Approval Process12.2.2.3.2. Step 2: After Approval Process12.2.2.4. Workflow InfoPath Forms12.2.2.5. Associating a Workflow to a Content Type12.2.2.6. Testing the Workflow12.2.3. Creating Custom Actions with Visual Studio 201012.2.3.1. Setting Up the Visual Studio Project12.2.3.2. Coding the Activity12.2.3.3. Preparing the Activity for Deployment12.2.3.4. Deploying the Activity12.2.3.5. Completing SharePoint Designer Workflow12.2.3.6. Workflow Visualization and Monitoring12.2.4. Importing to Visual Studio 201012.2.4.1. Identifying the Missing Pieces12.2.4.2. Adding the Missing References12.2.4.3. Packaging the InfoPath Forms12.2.4.4. Associating the Forms with the Workflow12.2.4.5. Switching to the Right InfoPath View Based on the Workflow Context12.2.4.6. Displaying Tasks Using the WrkTaskIP.aspx Page12.2.4.7. Associating the Workflow with the Training Content Type12.2.4.8. Adding Some Code to the Workflow12.2.4.9. Putting It All Together12.3. BUILDING WORKFLOWS WITH VISUAL STUDIO 201012.3.1. Site Workflows12.3.1.1. Building a Sequential Site Workflow12.3.1.2. Adding an ASPX Initiation Form12.3.1.3. Coding the Activities12.3.1.4. Compiling and Deploying12.3.1.5. Debugging the Workflow12.3.2. Pluggable Workflow Services12.3.3. Tapping into Workflow Events12.4. SUMMARY
13. Business Intelligence
13.1. CHALLENGES WITH TRADITIONAL BUSINESS INTELLIGENCE13.2. INTEGRATION WITH SHAREPOINT: THE HISTORY13.3. HIGHLIGHTS OF BUSINESS INTELLIGENCE IN SHAREPOINT SERVER 201013.4. IMPORTANT TERMS AND CONCEPTS13.5. USING THE ADVENTURE WORKS SAMPLE DATABASES13.6. THE STARTING POINT: BUSINESS INTELLIGENCE CENTER13.7. EXCEL SERVICES13.7.1. Excel Services Architecture13.7.2. Office Data Connection13.7.2.1. The Unattended Service Account13.7.3. Authoring Workbooks in Excel13.7.3.1. PivotTable and PivotCharts13.7.3.2. Label Filtering13.7.3.3. Visual Slicers13.7.3.4. Sparklines13.7.3.5. Show Value As13.7.3.6. Named Sets13.7.3.7. What-If Analysis13.7.4. Publishing the Workbook13.7.4.1. Trusted Locations13.7.4.2. Publishing to Excel Services13.7.4.3. Switching to Edit Mode13.7.4.4. Excel Web Access Web Part13.8. PERFORMANCEPOINT SERVICES13.8.1. Dashboard vs. Scorecard13.8.2. PerformancePoint Services Architecture13.8.2.1. The Unattended Service Account13.8.3. Introducing Dashboard Designer13.8.4. Creating Your First Dashboard13.8.4.1. Dashboard Datasource13.8.4.2. Datasource Authentication Types13.8.4.3. Tracking Performance Using KPIs13.8.4.4. Building the Scorecard13.8.4.5. Native Reporting13.8.4.6. Putting Everything Together13.8.5. One-Click Publishing to SharePoint13.8.5.1. What Else Is in the Box?13.8.6. Time Intelligence Filtering13.9. REPORTING SERVICES 2008 R213.9.1. Integration Modes13.9.2. Local Mode Architecture13.9.3. Connected Mode Architecture13.9.3.1. Authentication Mode13.9.3.2. Supporting Multiple Zones13.9.3.3. Anonymous Access to Reports13.9.3.4. Reporting Services Execution Account13.9.4. Configuring the BI Center13.9.5. BIDS 2008 R2 or Report Builder 3.0?13.9.6. Building and Deploying Reports13.9.6.1. Authoring Reports13.9.6.2. Laying Out Your Report13.9.6.3. Data Visualizations13.9.6.4. Tablix13.9.6.5. Publishing Your Report to SharePoint13.9.6.6. Publishing Report Parts13.9.6.7. Report Viewer Web Part13.9.6.8. Connectable Report Viewer Web Part13.9.6.9. Report as a Data Feed13.9.6.10. Open with Report Builder13.9.7. Caching and Snapshots13.9.7.1. Stored Credentials13.9.7.2. Managing Parameters13.9.7.3. What's the Plan?13.9.7.4. Caching Your Report13.9.7.5. Managing Cache Refresh Plans13.9.7.6. Snapshots13.10. REPORTING ON SHAREPOINT DATA13.10.1. How About Querying Large Lists?13.10.2. Creating a Sample List13.10.3. Using SQL Server Reporting Services 2008 R213.10.4. Using Access 2010 and Access Services13.11. CLAIMS AND BI SOLUTIONS13.12. SUMMARY
14. SharePoint Online
14.1. SHAREPOINT ONLINE OVERVIEW14.2. DEVELOPING IN THE CLOUD14.2.1. Visual Sandbox Web Parts14.2.2. Debugging Your Solutions14.3. EXAMPLE CLOUD SCENARIOS14.4. SUMMARY
A. Additional Help and Resources
A.1. HELP FILES FROM MICROSOFTA.2. ONLINE HELP FROM MICROSOFTA.3. HELP FROM THE COMMUNITY

Content preview from Professional SharePoint® 2010 Development

Chapter 11. Business Connectivity Services

WHAT'S IN THIS CHAPTER?

An overview of Business Connectivity Services
How to create simple no-code BCS solutions
How to administrate BCS
How to enhance BCS solutions using SharePoint components
How to create advanced BCS solutions in Visual Studio 2010

While Microsoft SharePoint Server 2010 is an excellent platform upon which to build information solutions, it will never be the only system in an organization. The simple fact is that organizations will always have additional systems — such as customer relationship management (CRM) and enterprise resource planning (ERP) systems — that target specific data sets and business processes. Additionally, organizations may have other custom applications, databases, and web services that are not part of the SharePoint infrastructure. These external systems (external to SharePoint that is) contain significant amounts of data and represent significant financial investments. As a consequence, these systems will not be replaced by any solution created solely in SharePoint.

The challenge, however, is that SharePoint solutions are often closely related to the data and processes contained in external systems. For example, a document library containing invoices may contain metadata also found in the ERP system or be addressed to a customer whose information is also in the CRM system. Without some way of utilizing data from the external systems, the SharePoint solution would be forced to duplicate the same information. ...

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Inside Microsoft® SharePoint® 2010

Andrew Connell Ted Pattison Scot Hillier, and David Mann