Professional SharePoint 2010 Development

by Thomas Rizzo, Reza Alirezaei, Jeff Fried, Paul Swider, Scot Hillier

Overview

Updated guidance on how to take advantage of the newest features of SharePoint programmability

More than simply a portal, SharePoint is Microsoft's popular content management solution for building intranets and websites or hosting wikis and blogs. Offering broad coverage on all aspects of development for the SharePoint platform, this comprehensive book shows you exactly what SharePoint does, how to build solutions, and what features are accessible within SharePoint.

Written by a team of SharePoint experts, this new edition offers an extensive selection of field-tested best practices that shows you how to leverage the vast power of this multi-faceted tool to build custom workflow and content management applications. Plus, you'll discover how to take advantage of the new features to roll out new SharePoint sites or upgrade existing sites.

• Keeps you thoroughly up to date on all the most recent changes to SharePoint 2010
• Reveals broad and deep coverage of social media features, content management applications, enterprise search, business connectivity services, user experience development, and custom workflow
• Examines SharePoint Server 2010 vs. SharePoint Foundation Server
• Highlights ways you can take advantage of improvements to offline and mobile client capabilities, improvements to SQL Server table support, Cloud-based offerings with Azure integration, social networking additions, and more

Professional SharePoint 2010 Development, Second Edition presents you with authoritative coverage on all aspects of development for the SharePoint platform.

Product Details

ISBN-13:	9781118238684
Publisher:	Wiley
Publication date:	03/06/2012
Sold by:	JOHN WILEY & SONS
Format:	eBook
Pages:	840
File size:	63 MB
Note:	This product may take a few minutes to download.

About the Author

Tom Rizzo is a director in the Microsoft Cloud Solutions product management team.

Reza Alirezaei is the president of Development Horizon, author of technical papers and books, Microsoft SharePoint MVP, and frequent speaker at SharePoint conferences.

Paul J. Swider is an international speaker, trainer, consultant, and the founder of the Charleston SharePoint Users Group and a founder of the nonprofit organization, Sharing the Point.

Kenneth Schaefer is an independent developer and designer focusing on SharePoint and web-based solutions.

Jeff Fried is the CTO of BA Insight, holds 15 patents, and is the author of 50 technical papers.

Scot Hillier is an independent consultant, Microsoft MVP, and author.

Read an Excerpt

Professional SharePoint 2010 Development

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By Tom Rizzo Reza Alirezaei Jeff Fried Paul Swider Scot Hillier Kenneth Schaefer

John Wiley & Sons

Copyright © 2010 John Wiley & Sons, Ltd
All right reserved.
ISBN: 978-0-470-52942-3

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Chapter One

Introduction to SharePoint 2010

WHAT'S IN THIS CHAPTER?

* Information about tools to integrate with Silverlight, LINQ, and BCS

* New features in social computing

* New features in ECM

Microsoft SharePoint Server 2010 introduces a lot of new functionality that you need to understand in order to write better applications on the platform. Beyond increasing the new features in each of the SharePoint workloads, such as collaboration or portal, Microsoft has added entirely new products to the SharePoint family, including the acquired FAST technologies for Enterprise Search and the PerformancePoint services that enhance SharePoint's business intelligence (BI) capabilities. With these new additions, the surface area of SharePoint has doubled, so this chapter will quickly introduce the new set of features in both SharePoint and the Office client.

WHAT'S NEW IN THE SHAREPOINT PLATFORM AND TOOLS

SharePoint, as a development platform, has matured over time from server APIs to web services to now supporting the latest developer technologies, such as Silverlight, LINQ, and REST APIs. Developers who build on the SharePoint platform will find some very welcome additions to the platform, which users have been requesting for a number of years, such as the ability to develop and test on client operating systems, including Windows Vista and Windows 7. You no longer need to do remote development or run a virtual server OS on your client machine to develop on SharePoint. Let's look at the top new enhancements in the platform that you can build against.

Language Integrated Query (LINQ)

In the 2008 release of Visual Studio and .NET 3.5, Microsoft introduced new technology and semantics that allow developers to write against objects that map back to a number of different datasources, even if those datasources do not store the data using object storage. Effectively, LINQ is an object mapper with special operators in the .NET languages. Therefore, you can take a relational database table, use Visual Studio to map the database to your objects, and then write to your objects. For LINQ to work, you need a provider that takes the object calls and translates them into the correct native calls of the underlying datasource, such as SQL queries for databases. With SharePoint 2010, a new LINQ provider for SharePoint converts object operations into the correct SharePoint operations using the native CAML language that SharePoint understands.

List Enhancements

Lists are a critical part of the SharePoint platform. In fact, everything in SharePoint is powered by lists, whether it's a built-in application or your own custom application. With the 2010 release, lists have new, long-awaited functionality, including new scale limits, XSLT views for better customization, list relationships that allow cascade deletes and updates to work, and formula validation for columns in a list. There is also a new list type called the External Data List. This type of list allows you to surface external data, such as database or web service data, inside SharePoint with read/write capabilities. You'll learn more about this new type of list later in the book.

Business Connectivity Services

Business Connectivity Services (BCS) is the new name for the Business Data Catalog technologies from SharePoint 2007. BCS is greatly enhanced in the 2010 release with read/write capabilities, support for Windows Communication Foundation (WCF), and new client capabilities so that you have APIs both on the server and client, and can sync Line-of-Business (LOB) data from your backend systems to the client cache and work on that LOB data when offline. BCS will synchronize the data from the client with the server when you can reconnect. As part of the tooling, SharePoint Designer and Visual Studio include entity-modeling tools for BCS so that you can create business objects that connect to your LOB datasources from within these tools, and write your business logic for reading and writing your LOB data.

Silverlight Integration

If you are using SharePoint 2007, one of the biggest challenges is trying to get Silverlight to work in a SharePoint environment. You have to modify your web.config, hack around to deploy your Silverlight application to a content viewer web part, and then hope you don't need to debug the application. Silverlight shipped after SharePoint 2007, which made it difficult for the SharePoint team to foresee the requirements of being a great Silverlight host. With the 2010 release, SharePoint has become that great Silverlight host. Built into SharePoint is a Silverlight web part; you can drag and drop this web part onto your page, point it to your Silverlight application, and start using the Silverlight application in your SharePoint environment in minutes.

Client-Side OM

Frequently, developers want to write applications that need to talk to SharePoint from a client operating system and from client applications, such as the ones in the Office suite. With the addition of Silverlight integration to SharePoint, a client object model is critical because it makes it easier for developers to write applications against a full object model, rather than trying to call web services from within their client applications. Additionally, because Silverlight runs on the client rather than running server-side, the client Object Model (OM) makes it easier for developers to build rich Silverlight applications on SharePoint. SharePoint 2007 requires you to write against untyped web services for remoting your applications. The client object model provides a more productive development experience since it provides a typesafe environment that works with the Intellisense in Visual Studio.

Web 2.0 Protocols and New Standards

There are a number of new protocols and standards that SharePoint 2010 implements across its workloads. Some are considered "Web 2.0" protocols, such as Representational State Transfer (REST), Asynchronous JavaScript + XML (AJAX), JavaScript Object Notation (JSON) and ATOMSub/Pub, while others are going through standards validation, such as the Content Management Interoperability Services (CMIS). SharePoint still continues to support other standards such as WebDAV and web services. Adding these newer protocols and standards allows SharePoint to interoperate with other systems more easily, whether it is to create mash-ups between systems hosted in SharePoint or to allow data interoperability between systems.

Sandbox Solutions and Resource Governors

One of the biggest downsides to developing custom solutions in SharePoint 2007 is the requirement for the solution developer to be an administrator on the server. Often, IT administrators will not allow developers to access the server with the elevated privileges they need to deploy their solution, as custom web parts or other SharePoint solutions require that you place your code in the global assembly cache (GAC) or in the file system related to your SharePoint site. Plus, the administrator has no simple way to ensure that badly written code does not slow down the system, crash it, or perform malicious activities. You could implement code access security (CAS), but that requires the developer to write the code to implement it; in addition, managing CAS policies is not a simple task.

However, with SharePoint 2010, there is a new feature called Sandbox Solutions that allows for the deployment of SharePoint solutions inside a secure environment hosted in SharePoint. Because it is a secure environment, the IT administrator can control who can deploy solutions and how many resources these solutions receive through the new resource governors built into the system. For example, if a custom-developed solution is using too many CPU resources, SharePoint will automatically stop running the solution. That said, today the Sandbox Solution offers only a subset of the SharePoint object model, so while it might be a good solution for some custom applications, you will have to evaluate if there is enough functionality to meet your application needs.

SharePoint Designer

Besides making SharePoint Designer (SPD) free, Microsoft has invested in making SharePoint Designer better in the 2010 release. SPD has been redesigned to have more of a SharePoint-based view than the folder-based view it previously had. Now, you can browse by the types of items you are looking for rather than just through the site hierarchy. In addition, SPD introduces a new entity modeler to make it easier for you to build BCS connections to your backend systems and model the backend data inside of the SharePoint entity system. Finally, SPD has enhanced the workflow design capabilities that import Visio diagrams into SPD and allow you to add business logic to those diagrams using the SPD Workflow Designer, and then display the graphical status of your workflow overlaid on those diagrams as part of your workflow.

SPD 2010 will continue to be a free product, which makes it an invaluable tool for any SharePoint developer, even if you just use it as a simple web design or SharePoint debugging tool.

Visio and Access Services

Two new web companions are available in SharePoint 2010, Visio Services and Access Services, in addition to the previous web companions - Excel Services and InfoPath Form Services. With Visio Services, you can design your Visio diagrams, connect those diagrams to backend systems for visualization of data, and then post those diagrams to SharePoint. SharePoint will render your diagram, with the data connectivity, through the SharePoint web experience.

Please note that the Visio web rendering is read-only, and to get the Visio Services functionality, you need a high-end version of Visio called Visio Ultimate. (Incidentally, this product is not part of the Office Ultimate suite.)

With Access Services, you can convert your Access applications to web-based applications. With the previous version of Access, Access 2007, you could take certain Access databases that were compatible with SharePoint's logical data model and export that data to SharePoint but still manipulate it from within Access. With the new capabilities that Access Services provides, you can take your Access forms and move them over to web-based forms to complete the transformation of your application.

InfoPath (Forms, List Forms, Mobile Forms)

InfoPath Form Services has a number of new enhancements, including the ability to replace list item forms for activities such as editing properties on an item. This makes it easier to build richer forms with business logic and data connectivity that work in the rich client through the new SharePoint Workspace (formerly Groove), which is covered later in this chapter, and in the browser. In addition, InfoPath Forms Services adds new mobile form capabilities that let you create forms that run across mobile devices, browsers, and Office clients.

Visual Studio

With Visual Studio (VS) 2010, there is a major jump ahead for SharePoint developers. Previously, VS did not have much SharePoint development functionality and you had to download the community-supported Visual Studio Extensions for Windows SharePoint Services. With VS 2010, you can browse your SharePoint environment from the Server Explorer to quickly see your lists, libraries, content types, workflows, and other SharePoint artifacts. A visual Web Part Designer frees you from having to hand code HTML to add visual elements to your web parts. An entity modeling tool works with the BCS technologies that were discussed earlier so that you can model your business entities, write your business logic, and connect SharePoint to your backend systems. Finally, VS integrates SharePoint development into a team development environment with support for Team Foundation Server and easy deployment using the new Web Solution Package format, which is discussed next.

Web Solution Packages

To make it easier to package and deploy solutions, SharePoint 2010 improves the Web Solution Package (WSP) format so that it is supported across all tools, allowing you to export your site through the browser, SharePoint Designer, and Visual Studio. This means that you can quickly upgrade or downgrade your solutions between the tools, depending on the person working on the solution or the tool required to build the solution. In addition, SharePoint Online, the Microsoft-hosted version of SharePoint, supports this format so that you can move solutions from on-premises to the cloud without having to change formats or rework the package.

Developer Dashboard

One of most common culprits of poorly performing SharePoint sites is poorly performing code, whether the problem is bad .NET code, bad database calls the .NET code makes, or coding errors that cause excessive CPU, disk, or memory utilization. Tracking down and figuring out where the issues are in the code was a laborious process in the 2007 release. SharePoint 2010 introduces a new developer dashboard that allows you to see all the calls made on a page right inside of the user interface. Those calls can be ones that SharePoint is making or they can be your custom code. By looking at the call stack, response times, and utilization, you can quickly uncover where your code is performing poorly and try to fix it.

WHAT'S NEW IN COLLABORATION/SOCIAL COMPUTING

Collaboration and social computing are two of the fastest changing technologies in the industry. Looking back just a few years, you'll note a number of technologies in this space did not exist, such as social tagging, microblogging, and the APIs that support these technologies. SharePoint 2010 adds new capabilities in these areas, but this space is not done innovating, so at some point you may have to build your own social capabilities on top of SharePoint 2010 to take advantage of future technology advances in this area.

Enhanced Blogs and Wikis

SharePoint 2007 introduced blog and wiki capabilities to the SharePoint product. The most interesting piece of the blog and wiki capability was the integration with the rest of the SharePoint functionality for versioning and content approval. Unfortunately, blogs and wikis were a late addition to the 2007 product, so not all of the desired functionality made it into the final release. In the 2010 product, blogs and wikis are enhanced to add new capabilities to the core blog and wiki functionality. Also, these applications can take better advantage of new 2010 capabilities, such as content rating, tagging, and feeds. In addition, records management can now be applied to blogs and wikis just like any other content in SharePoint so that you can have compliance and governance on your blog and wiki content. Finally, SharePoint also introduces enterprise wikis, which combine the content publishing and social features to provide a more robust wiki solution that has capabilities such as ratings of wiki pages.

Social Tagging and Ratings

One phenomenon on the Internet is social tagging and content rating. If you have ever used Delicious or Digg, then you've used a social tagging technology where you can search, sort, and filter by tag, track what other people are tagging, and obtain feeds on your tags related to your areas of interest. Combined with tagging, ratings help you understand the value of the content and can help filter out poor content based on other people's ratings. Both of these features are implemented in the 2010 release so that you can tag anything in SharePoint, whether it's content or people. Plus, you can rate all of your content, so if you want to find all Word documents rated with four or more stars, you can quickly search your site to find this information. There is a blurring of the line between social and Enterprise Content Management (ECM) areas, as you will see throughout this book. The two areas are converging, with social being the bottom-up technology driven by users and ECM being the top-down technology that helps with compliance in your social environment. Many of the features are shared between the two technological areas, especially tagging, where the social tag infrastructure, called folksonomies, are actually open term sets in a corporate taxonomy. Finally, as everyone always asks about this in regard to 2007: yes, SharePoint 2010 does ship with a Tag Cloud web part.

(Continues...)

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Excerpted from Professional SharePoint 2010 Development by Tom Rizzo Reza Alirezaei Jeff Fried Paul Swider Scot Hillier Kenneth Schaefer Copyright © 2010 by John Wiley & Sons, Ltd. Excerpted by permission.
All rights reserved. No part of this excerpt may be reproduced or reprinted without permission in writing from the publisher.
Excerpts are provided by Dial-A-Book Inc. solely for the personal use of visitors to this web site.

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Table of Contents

INTRODUCTION xxv

CHAPTER 1: INTRODUCTION TO SHAREPOINT 2010 1

What’s New in the SharePoint Platform and Tools 1

Language Integrated Query 2

List Enhancements 2

Business Connectivity Services 2

Silverlight Integration 2

Client-Side OM 3

Web 2.0 Protocols and New Standards 3

Sandbox Solutions and Resource Governors 3

SharePoint Designer 4

Visio and Access Services 4

InfoPath (Forms, List Forms, Mobile Forms) 4

Visual Studio 5

Web Solution Packages 5

Developer Dashboard 5

What’s New in Collaboration/Social Computing 5

Enhanced Blogs and Wikis 6

Social Tagging and Ratings 6

Activity Feeds 6

Social Bookmarking 6

Organization Browser 7

Outlook Social Newsfeeds and Expertise 7

Mobile Client 7

Social Search 7

What’s New in Search 7

New Core Search Query Capabilities 8

Enhanced Core Search Results 8

Enhanced People Search: Phonetics 8

Enhanced People Search: Address Book–Style Lookups 8

Enhanced People Search Results 8

New Search Connector Framework 9

FAST Integration 9

What’s New in Enterprise Content Management 9

Document Management 9

Records Management 11

Web Content Management 12

Digital Asset Management 13

Workflow 14

What’s New in Forms 15

What’s New in Groove (SharePoint Workspace) 15

What’s New in Cloud Services 15

Summary 16

CHAPTER 2: DEVELOPER TOOLS FOR SHAREPOINT 2010 17

OOB Developer Experience 18

Understanding SharePoint Designer 2010 21

New User Interface 22

Top Ten New Features in SPD 22

Understanding Visual Studio 2010 Tools 34

Importing WSPs 34

SharePoint Server Explorer 34

Solution Explorer Integration 35

Feature Designer 35

Package Designer and Explorer 36

Project Type Templates 37

Mapping Folders 39

Setting Up Your Development Environment 40

System Requirements 40

Troubleshooting with Debugging and Testing 42

F5 Debugging 42

Debugging Using the Developer Dashboard 44

Debugging Using SharePoint Logs 48

Debugging Silverlight Code 49

Unit, Capacity, and Load Testing 49

Other Useful Tools for Debugging and Testing 52

Deploying and Maintaining Your Code 53

Customizing Deployment in VS 54

ALM with VS 2010 and SharePoint 54

New in VS 2010 Service Pack 1: IntelliTrace and Unit Testing 54

Moving from Test to Production 59

Upgrading Code from 2007 59

Summary 62

CHAPTER 3: IT PRO ENHANCEMENTS FOR THE DEVELOPER 63

Performance Improvements 63

List Throttling 64

External List Throttling 67

HTTP Request Throttling 69

Remote Blob Storage 71

Streaming Media and Bit Rate Throttling 71

High-Availability Improvements 72

Database Mirroring and Clustering 72

Read-Only Databases 73

Security Improvements in SharePoint 2010 74

Claims-Based Authentication 74

Code Access Security 77

Sandbox Solutions 77

Cross-Site Scripting 79

Management Improvements 79

Health Monitoring and Reports 79

Service Applications 80

PowerShell Support 82

Summary 84

CHAPTER 4: SHAREPOINT PLATFORM 85

Platform Overview 85

New User Interface 86

General Platform Improvements 87

Master Pages and _Layouts 87

The Ribbon 89

Status Bar and Notification Area 110

Working with Dialogs 114

Theming Infrastructure 117

List, View, and Event Enhancements 122

List Enhancements 122

View Enhancements 128

Events Enhancements 130

Overview of Data Technologies 136

SharePoint LINQ Support 136

Managed Client OM 146

jQuery and SharePoint 168

Timer Service Applications 172

Sandbox Solutions 175

Types of Solutions You Can Build 176

Executing Code in the Sandbox 176

Solution Monitoring 179

Managing Solutions 182

Mobile Solutions 188

Writing a SharePoint Mobile Adapter 188

Safe Controls and Editing the Compat.Browser File 193

Creating a Windows Phone 7 Application 195

Summary 206

CHAPTER 5: COLLABORATION AND SOCIAL COMPUTING 207

People-Centricity 208

User Profile Service Application 208

Profile Synchronization 212

Social Networking and My Site 221

Social Tagging and Ratings 223

Blogs and Wiki Site Definitions 228

Summary 231

CHAPTER 6: SEARCH 233

Search Options with SharePoint 2010 234

SharePoint Foundation 236

Search Server 2010 Express 236

Search Server 2010 237

SharePoint Server 2010 237

FAST Search Server 2010 for SharePoint 238

Choosing the Right Search Product 239

Common Platform and APIs 240

Search User Experience 241

Search Center 242

Visual Cues in Search Results 244

“Conversational” Search 246

People Search 248

Search Architecture and Topologies 249

SharePoint Search Key Components 249

FAST Architecture and Topology 253

Scale Out with FAST 254

How Architecture Meets Applications 258

Developing with Enterprise Search 258

Range of Customization 259

Top Customization Scenarios 260

Search-Driven Applications 260

Customizing the Search User Experience 261

Example: New Core Results Web Part 262

Example: Adding Sorting to Your New Web Part 264

Web Parts with FAST 266

Search Connectors and Searching LOB Systems 267

Using Out-of-Box Connectors 267

Creating Indexing Connectors 269

Deploying Connectors 272

Summary — Customizing Connectivity 274

Working with Federation 274

Customization Examples Using Federation 276

Further Considerations in Federation 277

Working with the Query OM 278

Query-Side APIs and OMs 278

Query Syntax 281

FAST Query Language (FQL) 282

Examples Using Query Customization 282

Social Search 286

End-User-Visible Functionality 286

Social Search Architecture 287

Content Enhancement 288

Metadata, Linguistics, and Search 288

Advanced Content Processing with FAST 290

Multilingual Search 292

Extending Search Using the Administrative OM 292

Authentication and Security 292

Search Reports 293

Combining Search with Other Workloads 293

Search and Content 293

Search and Insights 294

Search and Composites 296

Search and Communities 297

Combining Search with Other Features 297

Search and the Cloud 298

Search Capabilities in Office 365 298

Combining On-premises and In-cloud Content with Search 300

Summary 301

CHAPTER 7: RECORDS MANAGEMENT 303

SharePoint 2010 Records Management Overview 303

Recordization 304

eDiscovery and Holds 308

Auditing and Reporting 308

Programming RM in SharePoint 309

Declaring and Undeclaring a Record 309

Creating Retention Schedules 311

Creating Organizer Rules 318

Creating Workflows that Use RM 323

Summary 325

CHAPTER 8: WEB CONTENT MANAGEMENT 327

The Content Lifecycle in Web Content Management 327

Separation of Content and Development 329

The Important Role of Information Architecture 329

Foundations of Web Content Management 330

Activating the Publishing Features 330

Publishing Feature Components 330

Page Processing Model 331

Site Variations 332

Preparing for Variations 332

Creating Variations 333

Site Columns 337

Browser-Based Site Column Development 337

Feature-Based Site Column Development 338

Object Model–Based Site Column Development 343

Content Types 345

Understanding Content Type IDs 345

Browser-Based Content Type Development 347

Feature-Based Content Type Development 347

Object Model–Based Content Type Development 350

Client Object Model–Based Content Type Development 352

Page Layouts 354

Developing Page Layouts 355

Creating a Page Layout with SharePoint Designer 355

Create a Page Layout with Visual Studio 357

Master Pages 361

Creating a Master Page with SharePoint Designer 362

Creating a Master Page with Visual Studio 363

Setting the Master Page in Code 365

Navigation 366

Customizing Navigation with Site Settings 366

Implementing Navigation in the Master Page 369

Customizing Navigation Using the Object Model 370

Customizing Navigation with Web Parts 372

Content by Query Web Part 374

Using the Content by Query Web Part 375

Customizing Content by Query Web Part in XML 376

Using Custom XSL to Modify the Presentation of Content 379

Redeploying the Content by Query Web Part Using Visual Studio 384

Content Conversion 386

Setting Up Document Conversion 386

Using Document Conversion 387

Summary 388

CHAPTER 9: ELECTRONIC FORMS 389

Introducing the Training Management Application 391

Customizing SharePoint List Forms 392

Creating the Trainings List 393

Customizing SharePoint List Forms 394

Adding Intelligence Using Rules and Views 396

Publishing List Forms 398

Distributing the Trainings List 402

Designing InfoPath Form Templates 402

What Is a Form Library? 403

Designing Your Form Template 404

Querying SharePoint Lists in Forms 409

Querying REST Web Services 411

Submit Behavior 414

Form Programming 416

Publishing an InfoPath Form 424

Publishing to a Form Library vs. Publishing to a Content Type 427

Form Security 429

Sandboxing Your Forms 430

Form Anatomy 431

Extracting the Form’s Data 436

Tools for Form Developers 443

The Rule Inspector 444

The Design Checker 445

IE Developer Tools 446

Fiddler Tool 447

Tiny Inline Tools 448

Building Web Parts Using InfoPath 450

InfoPath Form Web Part 450

Using InfoPath to Create Connected Web Parts 451

Getting Data from Other Web Parts 455

Empowering Users with Mashups 456

Summary 457

CHAPTER 10: ECM: DOCUMENT MANAGEMENT 459

A New Enterprise Content Mindset 460

New ECM Features 460

Expanded ECM Object Model 461

Getting the Most Out of the Document Center 462

Visual Studio and the Document Center 464

Content Routing 470

Managing the Content Organizer 471

Using Document Libraries in the Document Center 473

Metadata Navigation and Filtering 475

Visual Studio and Document Libraries 476

Managed Metadata 479

Types of Metadata 479

Managed Metadata Service Application 480

Content Types 483

Document ID Service 486

Create a Custom Document ID Provider 486

Summary 489

CHAPTER 11: INTRODUCING BUSINESS CONNECTIVITY SERVICES 491

Introducing Business Connectivity Services 492

Creating Simple BCS Solutions 493

Understanding BCS Architecture 496

Understanding Connectors 497

Understanding Business Data Connectivity 497

Understanding the Secure Store Service 502

Understanding Package Deployment 505

Working with BDC Metadata Models 505

Working with External Datasources 507

Connecting with the SQL Server Connector 508

Connecting with the WCF Service Connector 512

Creating Methods 516

Implementing Method Stereotypes 516

Creating Methods for Databases 520

Creating Methods for Web Services 526

Defi ning Associations 527

Working with External Lists 531

Creating Custom List Actions 531

Creating Custom Forms 532

Summary 533

CHAPTER 12: ADVANCED BUSINESS CONNECTIVITY SERVICES 535

Creating .NET Assembly Connectors 535

Understanding the Project Tooling 536

Walking Through the Development Process 537

Packaging Considerations 554

Enabling Search Support 556

Working with the BDC Server Runtime Object Model 559

Connecting to the Metadata Catalog 561

Retrieving Model Elements 562

Executing Operations 563

Summary 575

CHAPTER 13: WORKFLOW 577

Training Approval Workflow 578

Creating the Training Content Type 579

Workfl ow Development Lifecycle 579

Prototyping in Visio 580

Customizing the Workfl ow in SharePoint Designer 581

Creating Custom Actions with Visual Studio 2010 594

Importing to Visual Studio 2010 604

Building Workflows with Visual Studio 2010 623

Site Workflows 623

Pluggable Workflow Services 640

Tapping into Workflow Events 648

Summary 650

CHAPTER 14: BUSINESS INTELLIGENCE 651

Challenges with Traditional Business Intelligence 651

Integration with SharePoint: The History 652

Highlights of Business Intelligence in SharePoint Server 2010 654

Important BI Terms and Concepts 655

Using the AdventureWorks Sample Databases 656

The Starting Point: Business Intelligence Center 658

Excel Services 660

Excel Services Architecture 662

Office Data Connection 663

Authoring Workbooks in Excel 668

Publishing the Workbook 677

PerformancePoint Services 682

Dashboard versus Scorecard 683

PerformancePoint Services Architecture 683

Introducing Dashboard Designer 686

Creating Your First Dashboard 687

One-Click Publishing to SharePoint 695

Time Intelligence Filtering 698

Reporting Services 2008 R2 701

Integration Modes 701

Local Mode Architecture 702

Connected Mode Architecture 703

Configuring the BI Center 707

BIDS 2008 R2 or Report Builder 3.0? 708

Building and Deploying Reports 709

Caching and Snapshots 725

Reporting on SharePoint Data 733

Claims and BI Solutions 741

Summary 743

CHAPTER 15: SHAREPOINT ONLINE 745

BPOS: SharePoint Online Overview 745

Developing in the Cloud 747

Debugging Your Solutions 747

Example Cloud Scenarios 749

Office 365 Overview 749

Differences Between SharePoint On-Premises and Online 750

What’s in SharePoint Online in Office 365 751

What About Hybrid Solutions? 752

Azure Overview 752

Windows Azure 752

SQL Azure 752

SQL Server Management Studio 753

Windows Azure AppFabric 753

Windows Azure Virtual Network 754

Developer Tools for Windows Azure 754

SharePoint and Azure Integration Scenarios 754

Integrating SQL Azure with SharePoint On-Premises 754

Integrating SQL Azure and SharePoint Online 761

Connecting to On-Premises from SharePoint Online 761

Writing SharePoint Online Applications 762

Identity and Authentication in Office 365 762

Calling the Client Object Model 763

Writing a Sandbox Solution in Office 365 765

Connecting Outside of Office 365 with Silverlight 766

Deploying and Debugging 767

Summary 769

APPENDIX: ADDITIONAL HELP AND RESOURCES 771

INDEX 773