arc03 business data catalog: integrating lob data and applications mike fitzmaurice senior technical...
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ARC03Business Data Catalog: Integrating LOB Data and Applications
Mike FitzmauriceSenior Technical Product ManagerMicrosoft [email protected]
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Session Objectives• Learn what the Business Data Catalog (BDC) is• See how to use it within pages, lists, search, and profiles• See how to register new applications with the BDC• Understand issues with design, security• Understand what it doesn’t do and how you can address
that with additional technology• Get an introduction to emerging tools
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What is the Business Data Catalog?
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Customer Feedback
Less custom integration code
Deep integration of data into the places users work
New application types that blend data, collaboration
Need for of structured data search
Bridge portal and business application UI
Centrally manage security, auditing, connections
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Design MotivationsReduce the need for custom front-end code
Reuse SOA investments already in placeCreate manageable method for reusing data
Centralized deploymentCentralized data securityLow latency
Designed for portal & collaboration scenariosData query, indexing, personalization
The BDC is not about: transactions, workflow, data transformation, adapters, precomposition
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Overview of Components
MetadataBusiness Data Catalog
Web Parts
Lists SearchUser Profiles
Custom Apps
Database
WS Proxy ADO.NET
Web Service
SQL Server, Oracle, OLEDB, ODBC
BizTalk Server, SAP, Siebel, Legacy, …
List storeSearchIndex
Profile Store
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Business Data Web PartsRoutine business apps with no code
Scenario
360-degree view of customer
Office 2003:
Clipping, custom Web Parts, DataViews
Office 2007: Reusable business data Web Parts
Show new data with no new code or binaries
Master-detail applications with no code
Integrated with dashboards and filters
Customizable in SharePoint Designer
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Business Data Web Parts
demo
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Business Data Search
Scenario: find an account manager in Siebel
Office 2003:Vertical applications lack full-text searchMost users can’t locate or access vertical applicationsHard to have an index gatherer “see” business data
Office 2007: search any database/Web serviceReduced need to write IFilters or protocol handlersNo need to create HTML representations of dataIntegrated with scopes and Search CenterLast-minute bonus: custom query-time trimming
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Searching Structured Business Data
Mike Fitzmaurice
Senior Product Manager - Portals
Microsoft Office Business Platform
demo
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Business Data In ListsCollaborate around business data
ScenariosTag a proposal with a customerTrack and annotate key support casesPick from the canonical list of cost centers
Office 2003:Text or lookup fieldsIrregular data, duplicated lists of values
Office 2007: Business data columnOne column type that stores any entityIntegrates with list features: workflow, versioning, etc.One-click refresh
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Business Data in Lists
demo
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Actions And Write-backLink, don’t replicate
ScenarioEdit customer in SAPLaunch InfoPath form for writeback
Office 2003:Great actions for peopleActions on other data means custom code
Office 2007: Actions on any entityAction is just a URL associated with an entityActions appear everywhere an entity appearsUsers can take action in context
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Custom Actions
demo
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User Profile ImportBusiness-specific targeting & personalization
ScenariosShow news about your customersAutomatically filter dashboard by sales rep’s region
Office 2003:Code required to augment user profilePersonalized Web Parts require custom code
Office 2007: import business data into user profileMap user profile property to field of entityFilter Web Parts with user profile filters
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How Does One Connect an Application to the BDC?
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Development LifecycleWrite Metadata, not Code
1. Analyst defines business requirements
2. IT Pro / developer writes and tests application definition (metadata)
3. IT Pro uploads application definition
4. Analyst builds solution using business data features
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Application DefinitionsMetadata Model Overview
• System – A data source• Entity – A real-world thing in a System• Method – An operation on an Entity• MethodInstance – A way to use a Method
– E.g. Finder, SpecificFinder, IDEnumerator• Association – A relationship between Entities• Metadata has two purposes
– Describe a system’s API– Give meaning to the API; make it easily usable
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Application DefinitionsProperties
• Every MetadataObject has a Properties collection• Business Data Features make use of certain annotations• You can extend the metadata for your own applications
<Entity Name=“Customer”> <Properties> <Property Name=“Title”>CustomerName</Property> </Properties> ...</Entity>
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Application DefinitionsFinder Methods
• One method of an entity is designated the Finder, another the SpecificFinder
• Finder returns a collection of instances given a set of filters
• SpecificFinder returns a single instance given a key
<Entity Name=“Customer”> <Methods> <Method Name=“GetCustomer”> <MethodInstance Type=“Finder” ... /> ... </Method> </Methods></Entity>
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Application DefinitionsFilters
• Control the data that Finder methods return• Annotations on a Method’s input parameters• Declare which inputs users can override• Various types: wildcard, exact match, …• System filters allow BDC to securely set values, e.g., user
token
<Method Name=“GetCustomer”> <FilterDescriptors> <FilterDescriptor Name=“Region” Type=“ExactMatch”/> </FilterDescriptors> <Parameters> <Parameter Name=“Region” Direction=“In”> <TypeDescriptor ... AssociatedFilter=“Region”/> ...</Method>
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Application DefinitionsAssociations
• Model relationships between entities• Has one or more source entities and one destination
entity• Is a method instance• Takes source instance(s) and returns a destination
instance<Association
Name=“CustomerToOrder“ AssociationMethodName=“GetOrdersByCustomer“> <SourceEntity Name=“Customer"/> <DestinationEntity Name=“Order"/></Association>
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Application DefinitionsIDEnumerators And Search
• Full-text search any application• BDC crawl protocol has two phases
– ID Enumeration: Fetch all entity instance IDs– Detail fetch: Fetch details for each instance
• IDEnumerator returns the IDs• SpecificFinder returns the details
<Method Name=“GetCustomerIDs”> <Parameters> ... </Parameters> <MethodInstance Type=“IDEnumerator” ... /></Method>
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Application DefinitionsActions
• Link, don’t replicate• Scenarios so far are read-only• For writes, link to InfoPath forms, web forms, or app UI• Actions are links that travel everywhere with an entity• Users can take action in context
<Entity> <Actions> <Action Name=“Edit” Url=“http://customerweb/edit.aspx”/> </Actions></Entity>
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Application DefinitionsAuthN, AuthZ, And Auditing
• Centralized security and auditing• Two authentication patterns
– Trusted subsystem– Impersonation / delegation
• Two authorization patterns– Mid-tier authorization– Backend authorization
• One place to audit– Log who accesses which data when
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Tools for Building Definitions• Metadata Manager for MOSS 2007 BDC
– http://www.bdcmetaman.com/– Free version for SQL Server data sources– Licensed version adds Web service, Oracle, ODBC
• Action builder• Visual designer• Multiple entity support• Configuration of LOBSystems, LOBSystemInstances,
Entities, Methods, etc.• Various efforts on CodePlex, GotDotNet• BDC Metadata Editor
– Not-yet-released, semi-supported tool written by development team
– Runs on server, edits BDC metadata store directly
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Application Generation Tools
demo
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Business Data Catalog APITwo halves: Runtime and administrationRuntime API
Browse metadata, execute methods, retrieve instances, traverse relationshipsFor custom application builders
Administration APICreate, read, update, and delete metadata and manage permissionsFor administratorsFor ISVs building metadata management tools
OOB features use these public APIs
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What Is Still Needed In Addition to the BDC?
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Integration Prerequisites
• Communication– SOAP– ADO.NET
• Authentication– MOSS SSO– Kerberos
• Composition– LOB Vendor middleware– BizTalk Server– 3rd Party middleware or custom components
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What About Write-back?
• Use custom actions to take users to:– Server-side InfoPath forms– Custom ASP.NET pages– The LOB vendor’s own Web interface
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What About LOBi?
• “LOBi” was introduced last June at Tech-Ed Boston as a technology– Appeared to be a technology at the time
• There was a reorganization– “LOBi” is now one of the teams under “MOSS 14”– The old BDC team is part of the LOBi team
• Envisioned key features (all subject to change)– Client-side functionality (in addition to server-side)– Write-back– Composition
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Summary / Call to Action
• The BDC’s job is to reduce, perhaps eliminate, custom code on the front-end
• You still need to:– Expose LOB data
• You’ve been doing this anyway, we hope, for SOAs– Make sure the exposed data makes sense– Provide a usable means of identity sharing
• MOSS provides SSO, Windows provides Kerberos• This has a bright future, and the next release will build
forward from this investment
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Additional Information
• SharePoint Team Blog– http://blogs.msdn.com/sharepoint
• SharePoint Server 2007 Developer Portal– http://msdn.microsoft.com/office/sharepoint
• Product information– http://www.microsoft.com/sharepoint