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Exposing SQL data with SharePoint
Business Connectivity Services
Scott Brickey, SharePoint Practice Manager
www.sds-consulting.com
About Us
SDS provides SharePoint solutions
Agile development and SharePoint experience create an
optimal solution for your unique SharePoint needs.
• Business Intelligence : Self service, team, and enterprise
• Collaboration, Content Management
• Intranets, Portals, and Public Websites
• Workflow + forms = application
Agile Practices for proven faster delivery, higher quality, & increased business value.
A Brief Forward
• Focus on the subject
– Feel free to ask questions
• Slides are available online
www.sbrickey.com/Tech/Calendar
www.sds-consulting.com
www.slideshare.net/Scott_Brickey/SQL-Saturday-Columbus-2014-
Exposing-SQL-data-with-SharePoint
Some quick question…
Quick Survey
• Who is currently using: SharePoint 2007
Quick Survey
• Who is currently using: SharePoint 2010
Quick Survey
• Who is currently using: SharePoint 2013
Exposing SQL Data
This a GOOD thing?
Data
Exposing SQL Data : The Need
• Often, data in SQL has no UI
– Control tables for custom apps
• Searching beyond the application’s ability
– LIKE vs FULLTEXT
– Based on a JOIN, or external data
• Data analysis
– What do you mean I need to “wait for the BI team”
Exposing SQL Data : The Problems
• Only accessible via LAN
– 1433 should not be exposed
• Authentication options are limited
– Windows or SQL only
• Limited tools / functionality
– JOINs? Good luck!
Exposing SQL Data : SP Solutions
• SharePoint is a WEB based platform
– Port 80/443
– Multiple authentication (identity) options
• Windows/Kerberos, LDAP
• Local database (SqlMembershipProvider)
• Claims Based Auth (SAML, OpenID, OAuth, Federation)
• Control the access to data
– How will user auth to SQL? (Kerb, stored creds, etc)
– What data / objects is exposed (Table, View, Sproc)
– Row/Record based security? Sure!
SharePoint : A brief overview
SharePoint : A Brief Overview
• Front-End : Web Applications
– “URLs”
• Back-End : Service Applications
– Business Connectivity Services
• Bring data from an external system into SharePoint
• Extensible for various backend systems
• Built-in support for SQL
– Secure Store
• Password vault
– Search
– Workflow
SharePoint : A Brief Overview
http://SharePoint
Service Applications
• Business Connectivity Services
• Secure Store
• Search
• Workflow
REST
Authentication Options
• Kerberos
– May require special configuration
• Impersonation / Stored Credentials
– SQL User
– Windows User
– Per person or group (first match)
• SharePoint BCS Service Account
Data Queries
• SELECT *  List Views
• SELECT PK  ID Enumerator
• SELECT 1  Display Form
• INSERT
• UPDATE
• DELETE
• Foreign Key  Association
• BLOB / Stream Accessor  Attachment
• Security Trimmer  Row based permission
• Event Subscriber  Workflow / Alert notification
Event Unsubscriber
Search Indexing
• Columns  Crawled Properties
– On their own: Meaningless
• Crawled Properties  Managed Properties
– Searchable: data included in search index
– Queryable: field can be filtered specifically
• Like adding “site:Microsoft.com” to Google search
– Retrievable: can be displayed in search results
– Refinable: can be included in Refinement Panel
Exposing via Excel
• Downloads owssvr.iqy
– Just a data connection
Exposing via PowerPivot
Exposing via PowerPivot
• http://sharepoint/_api/web/lists/
getByTitle(‘listName')/items?param1&param2
– select=columnA which fields are returned
– filter=Presenter eq ‘SBrickey’
– top=100 Returns only the first n items
– skip=10 Skips the first n items
– orderby Sort the data
Exposing via Search + REST
• http://sharepoint/_api/search/query
– querytext=‘abc’
– selectproperties=‘columnA,column’
• add headers
“Accept” = “application/json; odata=verbose”
What does it look like?
Building the connection / model
SQL Saturday Columbus 2014 Exposing SQL Data with SharePoint
Unsupported Data Types
• Spatial (Geography)
• HierarchyId
References
• BDC Model file
http://sbrickey.codeplex.com/SourceControl/latest#Samples/SharePoint/Business
Connectivity Services/AdventureWorks.Production.Product.bdcm
• PowerShell script
http://sbrickey.codeplex.com/SourceControl/latest#Samples/SharePoint/API - Web
Services/Lists ASMX to query AdventureWorks Products.ps1
Questions?
MORE INFORMATION
• Strategic Data Systems
http://sds-consulting.com
Lunch and Learn sessions
• SharePoint Library
http://sdsSharePointLibrary.codeplex.com/
• Scott Brickey
http://www.sbrickey.com

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SQL Saturday Columbus 2014 Exposing SQL Data with SharePoint

  • 1. Exposing SQL data with SharePoint Business Connectivity Services Scott Brickey, SharePoint Practice Manager www.sds-consulting.com
  • 2. About Us SDS provides SharePoint solutions Agile development and SharePoint experience create an optimal solution for your unique SharePoint needs. • Business Intelligence : Self service, team, and enterprise • Collaboration, Content Management • Intranets, Portals, and Public Websites • Workflow + forms = application Agile Practices for proven faster delivery, higher quality, & increased business value.
  • 3. A Brief Forward • Focus on the subject – Feel free to ask questions • Slides are available online www.sbrickey.com/Tech/Calendar www.sds-consulting.com www.slideshare.net/Scott_Brickey/SQL-Saturday-Columbus-2014- Exposing-SQL-data-with-SharePoint
  • 5. Quick Survey • Who is currently using: SharePoint 2007
  • 6. Quick Survey • Who is currently using: SharePoint 2010
  • 7. Quick Survey • Who is currently using: SharePoint 2013
  • 8. Exposing SQL Data This a GOOD thing? Data
  • 9. Exposing SQL Data : The Need • Often, data in SQL has no UI – Control tables for custom apps • Searching beyond the application’s ability – LIKE vs FULLTEXT – Based on a JOIN, or external data • Data analysis – What do you mean I need to “wait for the BI team”
  • 10. Exposing SQL Data : The Problems • Only accessible via LAN – 1433 should not be exposed • Authentication options are limited – Windows or SQL only • Limited tools / functionality – JOINs? Good luck!
  • 11. Exposing SQL Data : SP Solutions • SharePoint is a WEB based platform – Port 80/443 – Multiple authentication (identity) options • Windows/Kerberos, LDAP • Local database (SqlMembershipProvider) • Claims Based Auth (SAML, OpenID, OAuth, Federation) • Control the access to data – How will user auth to SQL? (Kerb, stored creds, etc) – What data / objects is exposed (Table, View, Sproc) – Row/Record based security? Sure!
  • 12. SharePoint : A brief overview
  • 13. SharePoint : A Brief Overview • Front-End : Web Applications – “URLs” • Back-End : Service Applications – Business Connectivity Services • Bring data from an external system into SharePoint • Extensible for various backend systems • Built-in support for SQL – Secure Store • Password vault – Search – Workflow
  • 14. SharePoint : A Brief Overview http://SharePoint Service Applications • Business Connectivity Services • Secure Store • Search • Workflow REST
  • 15. Authentication Options • Kerberos – May require special configuration • Impersonation / Stored Credentials – SQL User – Windows User – Per person or group (first match) • SharePoint BCS Service Account
  • 16. Data Queries • SELECT *  List Views • SELECT PK  ID Enumerator • SELECT 1  Display Form • INSERT • UPDATE • DELETE • Foreign Key  Association • BLOB / Stream Accessor  Attachment • Security Trimmer  Row based permission • Event Subscriber  Workflow / Alert notification Event Unsubscriber
  • 17. Search Indexing • Columns  Crawled Properties – On their own: Meaningless • Crawled Properties  Managed Properties – Searchable: data included in search index – Queryable: field can be filtered specifically • Like adding “site:Microsoft.com” to Google search – Retrievable: can be displayed in search results – Refinable: can be included in Refinement Panel
  • 18. Exposing via Excel • Downloads owssvr.iqy – Just a data connection
  • 20. Exposing via PowerPivot • http://sharepoint/_api/web/lists/ getByTitle(‘listName')/items?param1&param2 – select=columnA which fields are returned – filter=Presenter eq ‘SBrickey’ – top=100 Returns only the first n items – skip=10 Skips the first n items – orderby Sort the data
  • 21. Exposing via Search + REST • http://sharepoint/_api/search/query – querytext=‘abc’ – selectproperties=‘columnA,column’ • add headers “Accept” = “application/json; odata=verbose”
  • 22. What does it look like? Building the connection / model
  • 24. Unsupported Data Types • Spatial (Geography) • HierarchyId
  • 25. References • BDC Model file http://sbrickey.codeplex.com/SourceControl/latest#Samples/SharePoint/Business Connectivity Services/AdventureWorks.Production.Product.bdcm • PowerShell script http://sbrickey.codeplex.com/SourceControl/latest#Samples/SharePoint/API - Web Services/Lists ASMX to query AdventureWorks Products.ps1
  • 27. MORE INFORMATION • Strategic Data Systems http://sds-consulting.com Lunch and Learn sessions • SharePoint Library http://sdsSharePointLibrary.codeplex.com/ • Scott Brickey http://www.sbrickey.com