surfacing your external data using bcs in sharepoint 2013 - dev connections 2013

Fabian WilliamsSharePoint Architect

Planet Technologies, Inc.@fabianwilliams

Corey RothPrincipal Architect

Infusion@coreyroth

Surfacing your External Data using BCS in

SharePoint 2013

www.devconnections.com

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COREY ROTH

Transplant to Houston, TX Principal Architect at Infusion

Development SP2 Apps for SharePoint 2013 Four-timeMicrosoft SharePoint MVP Specializing in ECM, Search, and apps

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WHERE IS FABIAN?


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FABIAN HAS CHICKEN POX!


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FABIAN WILLIAMS

• SharePoint Architect at Planet Technologiesin the Federal IW Practice

• SharePoint Community Activist• International Speaker

• SharePoint Saturday Speaker

• MS SharePoint Conference Speaker

• Avid/Incessant Blogger/Tweeter/Social Media Menace• @fabianwilliams

• http://www.sharepointfabian.com/blog

• Send him a tweet wishing him to get well soon!

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http://www.sharepointfabian.com/blog


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SOME CHANGES…

No Fabian = no alerts Talk will focus more on BCS and search

aspects now Feel free to leave…no hard feelings


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AGENDA

BCS Overview Configuring Search with BCS Customizing Search for BCS Search App

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WHY DO I CARE?

Line of Business integration is a great often unused SharePoint feature

Use SharePoint to search custom applications instead of writing your own

Allows global enterprise-wide search across SharePoint and applications


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BUSINESS CONNECTIVITY SERVICES (BCS)


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BCS OVERVIEW


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SUMMARY OF WHAT’S IN BCS


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LIMITATIONS AFFECTING BCS


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EXTERNAL CONTENT TYPES


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SECURE STORE


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BCS WITH SEARCH

Create models with SPD or Visual Studio

Be sure to configure a profile page site in BCS

Be sure and set Title column


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DEMOBCS Configuration


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SEARCH


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CONFIGURING SEARCH WITH BCS

Content Source – used to index BCS source

Full crawl required every time schema is changed

No security trimming by default Default content access account needs

permissions to: Database (read only)

BCS (Execute / Select in Clients)


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SEARCH SCHEMA

Defines what search can crawl, query, and refine on

Crawled properties – discovered during crawl Managed properties – usable by search 2013 - Defined at tenant, site collection, and

site level More granular and configurable in 2013


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SEARCH SCHEMA WITH BCS

Table columns mapped to crawled properties Map crawled properties to managed

properties to: Display values in search results

Query against values

Configure refinement


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MANAGED PROPERTIES - ATTRIBUTES

Searchable – included in full-text index Queryable – can be queried specifically Retrievable – can be displayed in search

results Refinable – used in refinement panel Sortable – built-in now! Safe – displayed for anonymous users Complete Matching – requires exact match


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DEMOSearch configuration with BCS


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DISPLAY TEMPLATES

Customize how individual search results look Allows BCS table columns to be shown in

search results Use managed properties marked with

Retrievable Managed as HTML snippets in Design Manager


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DISPLAY TEMPLATES


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DEMOSearching external content in SharePoint


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BUILDING A SEARCH APP


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QUERYING SEARCH

New Search REST API added Available at /_api/search/query

Use querytext parameter to query

Enclose query in single quotes

Example http://server/_api/search/query?querytext=’SharePoint’

Test directly in the browser

http://server/_api/search/query?querytext=%E2%80%99SharePoint






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REST + JAVASCRIPT

Assemble REST API URL Include path to REST API

Use KQL in querytext parameter

Use $.ajax() to execute query Include Headers: { “Accept”: “application/json;

odata=verbose” }

Retrieve search results from: data.d.query.PrimaryQueryResult.RelevantResults.Table.

Rows.results


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REST + JAVASCRIPT CODE


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SEARCH APP

Use JavaScript and REST API to search our BCS source

Result source used to pre-filter results for BCS


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DEMOBuilding an app to search external data


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RECAP

BCS Overview Configuring Search with BCS Customizing Search for BCS Search App

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RESOURCES

Search with REST and JavaScript

http://bit.ly/16LmtDj

BCS and Subscriptions

http://bit.ly/14ysPHe






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QUESTIONS?

surfacing your external data using bcs in sharepoint 2013 - dev connections 2013

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