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JourneyTEAM - www.journeyteam.com – 801.565.9199
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JourneyTEAM - www.journeyteam.com – 801.565.9199
JourneyTEAM - www.journeyteam.com – 801.565.9199
Brent TenneyJourneyTEAM
Searching Line of Business Data
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Expertise:– SharePoint– Microsoft Dynamics CRM– Microsoft Dynamics ERP - Great Plains (GP), Solomon (SL)
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Brent Tenney
– 8 Years of Consulting Experience
– Microsoft Certified SharePoint Trainer
– 2nd time presenting at SharePoint Saturday
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Business Data Connectivity Service
• External Content Type
• Search Content Source
• Environment
• Demo
• Summary
• Q&A
Schedule
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Core function is to provide connectivity to various kinds of external systems.
Business Data Connectivity Service
JourneyTEAM - www.journeyteam.com – 801.565.9199
• define data that is stored in a supported external system, such as: – a SQL Server database, – other relational database, – a SharePoint site, – a Web service, – a custom data connector.
• an XML file that defines an object, such as “Account,” “Contact,” or “Lead,” that can be used in a business application. The definition can include the following information:– The fields of data that are contained in the object– The methods to create, read, update, query, or delete that object– Actions that users can take on the object– Information that supports connecting to the external data source that
provides the object’s data
External Content Type
JourneyTEAM - www.journeyteam.com – 801.565.9199
• a set of options that you use to specify what, when, and how to crawl.
• Options include:– SharePoint sites– Web Sites– File Shares– Exchange Public Folders– Line of Business Data– Custom Repositories
Search Content Source
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Window Server 2008 R2• SQL Server 2008 R2• Dynamics CRM 2011• SharePoint Server 2010– Team Site– Basic Search Center– BDC Service Application– Search Service Application
Environment
JourneyTEAM - www.journeyteam.com – 801.565.9199
Demo
JourneyTEAM - www.journeyteam.com – 801.565.9199
• Business Data Connectivity Service– Configure Profile Page Host– Set Metadata Store Permissions
• External Content Type– Read Item & Read List Operations– Set as Title– Create Profile Page
• Search Service Application– Default Content Access Account– LOB Content Source– Full Crawl
• Edit Web Part– Choose Fields
Summary
JourneyTEAM - www.journeyteam.com – 801.565.9199
Questions & Answers
