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208 Chapter 7 Using Business Connectivity Services SharePoint Server 2010 will learn how to create profile pages and use associations, which can be used with Business Data Web Parts. Practice Files Before you can use the practice files in this chapter, you need to install them from the book’s companion Web site. For more information about practice file requirements, see “Using the Practice Files” on page xxiii. What Is Business Connectivity Services? BCS bridges the gap between various applications that a company uses and the company’s need to surface key business data from those applications into SharePoint. These applications can include Siebel, CRM, and SAP, and the data from the applications needs to appear in SharePoint sites, lists, search functions, and user profiles. In the context of BCS, these applications are known as external systems. By using BCS, a company can accomplish the following objectives: ●● ●● ●● ●● Reduce or eliminate the code required to access line-of-business (LOB) systems. Achieve deeper integration of data in places where a user works. Centralize deployment of connection definitions for use by both BCS and Office applications. This capability is a major advantage of BCS over the connection methods described in Chapter 6, “Working with Data Sources,” where each site owner needs to acquire connection details of the external system data. Reduce latency to access and manipulate data. Once an external system is defined in BCS, the connection definition is available in all site collections in Web applications within the same service application group. Then, in the browser, data from the external systems can be presented by using the XSLT List View (XLV) Web Part on Web pages and business data columns in lists and libraries. On SharePoint Server Enterprise edition, the Business Data Web Parts are available to present data from the external systems. In addition, users who can use SharePoint Designer on their sites can create a DFWP. Both an XLV Web Part and a DFWP can be used to create views or data entry forms that can create, read, update, and display (CRUD) data from the external systems.
What Is Business Connectivity Services? 209 ●● ●● Centralize data security and auditing. Perform structured data searches when a company uses SharePoint Server. Note You cannot complete the BCS central administration of external systems by using SharePoint Designer. Your server administrator can delegate these tasks to you, but you need to use the SharePoint 2010 Central Administration Web site to complete these tasks. The description of these tasks are outside the scope of this book. See Also More information on managing BCS from a SharePoint administrator’s perspective can be found in Microsoft SharePoint 2010 Administrator’s Companion, by Bill English, Brian Alderman, and Mark Ferraz (Microsoft Press, 2011) and at technet.microsoft.com/en-us/library/ ee661742.aspx. The BCS is divided into three areas: ●● ●● ●● Connectivity Before you can access data from an external system, SharePoint must know how to connect to that external system and the authentication method to use. Then you can define the data you want to use from the external system. The connection information is stored in a Business Data Connectivity (BDC) model that is used to create external content types (ECT), also known as entities. Presentation External data can be presented in Office 2010 applications and in SharePoint by using external lists, business data columns, business data search, user profile properties, and Web Parts. An external list is created from an ECT. The connectivity layer of BCS, the BDC layer, uses the information in the ECT to connect to the external system to display the data in the external list. Tools SharePoint Designer 2010 and Microsoft Visual Studio 2010 are ECT <strong>designer</strong>s, as are some third-party tools, such as BCS Meta Man from LightningTools, which can be found at lightningtools.com/. The ECT is the basic building block for using external data within SharePoint. These tools allow information workers, business analysts, and developers to define the BDC model, author the ECT, and create dashboards and composite applications based on data from the external systems. See Also You can learn more about external content types in the SharePoint SDK at msdn. microsoft.com/en-us/library/ee556391(office.14).aspx and on the Microsoft Business Connectivity Services Team blog at blogs.msdn.com/b/bcs.
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Microsoft® SharePoint® Designer 2
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Published with the authorization of
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Contents Part 1 Acknowledgments . .
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Contents ix Attaching a Master Page
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Contents xi Part 4 Advanced Customi
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Contents xiii B Creating a New Appr
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Is This the Right SharePoint Book f
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xx Introduction Your Companion eBoo
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xxii Using the Practice Files Chapt
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xxiv Using the Practice Files Clien
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xxvi Using the Practice Files SET U
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xxviii Using the Practice Files Not
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Features and Conventions of This Bo
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Part 1 Getting Started with Microso
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1 Exploring SharePoint Designer 201
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Understanding SharePoint Designer 2
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Using SharePoint Designer to Carry
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Understanding What’s New in Share
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Creating Sites with SharePoint Desi
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Creating Sites with SharePoint Desi
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Exploring the SharePoint Designer S
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Using SharePoint Designer to Explor
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Using Task Panes 27 Compatibility H
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Using Task Panes 29 7. Click Find A
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Using Task Panes 31 Close 18. In th
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Key Points 33 3. Under Site Collect
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Chapter at a Glance Create a site h
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38 Chapter 2 Working with SharePoin
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Part 2 Working with Information 3 W
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3 Working with Lists and Libraries
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Creating Lists and Libraries 71 Aft
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Creating Lists and Libraries 73 Sav
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Creating an Issue Tracking List 75
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Working with List Columns 77 6. On
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Working with List Columns 79 4. Cli
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Using Column Validation 81 5. Click
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Creating an XSLT List View Web Part
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Creating an XSLT List View Web Part
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Customizing an XSLT List View Web P
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Adding Custom Actions 89 3. On the
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Adding Custom Actions 91 3. Navigat
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Creating Server Ribbon Custom Actio
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Creating Site Columns 95 In this ex
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Using Site Columns 97 Edit Columns
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Creating Content Types 99 Content t
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Adding a Document Template to a Con
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Associating Content Types with List
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Deleting SharePoint Objects 105 CLE
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Key Points 107 Key Points ●●
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4 Creating and Modifying Web Pages
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Inserting Text, ScreenTips, Hyperli
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Inserting Text, ScreenTips, Hyperli
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Working with Web Parts 115 A common
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Working with Web Parts 117 5. Click
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Changing the Home Page for a Web Si
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Modifying a List View Page 121 6. U
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Creating List View Pages 123 The wo
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Creating and Modifying a List Form
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Creating an ASP.NET Page 131 If you
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Inserting a Web Part Zone 133 SET U
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Attaching a Master Page 135 In this
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Managing Web Pages 137 Managing Web
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Managing Web Pages 139 Check Out Ch
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Key Points 141 ●● ●● ●●
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5 Working with Data Views In this c
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Creating a Data View 145 In this ex
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Creating a Data View 147 8. Under L
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Customizing Data Views 149 Customiz
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Customizing Data Views 151 Note The
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Inline Editing 153 SET UP Using Sha
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Applying Conditional Formatting 155
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Page 205 and 206: Deploying Web Parts 169 When you ed
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Page 211 and 212: Using Data Sources 175 SharePoint D
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Page 225 and 226: Connecting to SOAP Services 189 2.
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Page 229 and 230: Connecting to a Database 193 use th
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Page 233 and 234: Using Linked Sources 197 CLEAN UP L
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Page 241 and 242: Key Points 205 Two-way arrow 11. Di
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Page 261 and 262: Creating and Managing External List
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Page 267 and 268: Exporting and Using the BDC Model 2
Page 269 and 270: Creating a Profile Page 233 The Cre
Page 271 and 272: Creating a Profile Page 235 SET UP
Page 273 and 274: Using Associations 237 CLEAN UP Clo
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11 Working with Master Pages In thi
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Understanding Master Pages 369 Logo
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Understanding Master Pages 371 fold
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Understanding Master Pages 373 that
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Understanding Master Pages 375 Find
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Copying and Saving a Master Page 37
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Customizing a Master Page 379 Save
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Customizing a Master Page 381 3. In
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Customizing a Master Page 383 9. Cl
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Changing the Default Master Page 38
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Managing Content Placeholders 387 T
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Managing Content Placeholders 389 3
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Creating a Web Page from a Master P
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Creating a Web Page from a Master P
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Exporting Master Pages 395 Two of t
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Resetting a Master Page to the Site
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Chapter at a Glance 1 RESEARCH, CON
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14 Using Controls in Web Pages In t
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Working with the Ribbon and Tag Pro
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Using a Standard ASP.NET Server Con
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Validating User Data Entry 467 2. O
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Using ASP.NET Validation Controls 4
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Using ASP.NET Validation Controls 4
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Using SharePoint Data View Controls
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Testing an ASP.NET Form 475 Save 10
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Using SharePoint Server Controls 47
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Key Points 479 8. Click OK to close
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482 Appendix A SharePoint Designer
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C Administrative Tasks Using ShareP
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Installing SharePoint Foundation 20
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Enabling All Site Templates on a Sh
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Restricting the Use of SharePoint D
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Configuring the External Content Ty
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Enabling or Disabling User-Defined
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516 Glossary customized Web page A
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518 Glossary master page A special
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520 Glossary XML Web services Compu
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522 actions, task behavior actions,
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524 calculated columns C calculated
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526 connections connections (contin
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528 customized pages customized pag
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530 dialog boxes dialog boxes (cont
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532 Enterprise Wiki Page content ty
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534 galleries G galleries All Files
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536 legislation legislation (contin
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538 master pages master pages (cont
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540 pages pages (continued) Content
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542 Publishing Approval template Pu
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544 Server Error dialog box Server
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546 sites sites (continued) root cr
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548 task panes task panes (continue
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550 v4.master V v4.master 334, 370-
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552 Web Parts Web Parts (continued)
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554 XLV Web Parts X XLV Web Parts 8
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