Saturday, February 21, 2009
Business Data Catalog in Microsoft Office SharePoint Server 2007
There are two approaches for working with BDC: creating the XML schemas manually or employing SharePoint's Object Model to programmatically interact with the LOB system.
Because the BDC definition is based in an XML schema, apart from general knowledge of XML, no specialized understanding of programming or software development is required to access data from databases to display in SharePoint. For the first time, in a relatively undemanding manner, database administrators are able to present information buried in tables and views in a web interface.
Likewise, SharePoint's Model Object provides the tools to work programmatically with schemas, giving developers control over all aspects of the Data Catalog.
Various possibilities exist in the presentation of data in SharePoint; applying SharePoint default WebParts, employing customized ASPX, and utilizing web applications or WebParts. This enables companies to ensure that their business information is more accessible, thus saving money, time, and human resources.
Introduction to the Business Data Catalog and Its Integration Within MOSS
An Intranet is the ideal platform to share all types of information within a business or enterprise. But, information is not restricted to structured materials as in Microsoft Office files (Word documents, Excel spreadsheets) or non-structured data as in lists of any sort, but also information originating from back-end systems and applications. SharePoint is Microsoft's Intranet solution, and until recently, it was only capable of conserving and organizing its own structured and non-structured materials. To display back-end information, it was necessary to make custom-built, specialized software.
The latest version of SharePoint, Microsoft Office SharePoint Server (MOSS), offers an effective way to unlock information contained in back-end and Line of Business systems using a metadata model known as the Business Data Catalog. Although only the most advanced and expensive version of SharePoint 2007 (MOSS Enterprise) is equipped to utilize the BDC, individuals interested in testing and experimenting with the product can download a 180-day trial version from the Microsoft site.
Data from business applications that is unlocked using the BDC can be employed directly in MOSS using its WebParts infrastructure, Lists, and Content Types utilized in the user's profile or searched by the SharePoint search engine.
MOSS 2007 is delivered with five out-of-the-box WebParts to service the BDC, but other WebParts can be purpose-built using the SharePoint Object Model. The following are the standard WebParts:
* Business Data List WebPart: The principal WebPart to display information in the user interface of SharePoint. It provides a way to display a list with the elements found by the BDC and a means to apply filters and activate the BDC actions. Figure 1 illustrates an example of the WebPart displaying data from a BDC entity.
* Business Data Item WebPart: Exhibits the details of one element. It is possible to connect this WebPart to the List WebPart, allowing the details of the selected element to be displayed in the latter.
* Business Data Related List WebPart: Presents a sub-list of elements from a main List of the first WebPart. For example, to display all the orders for a selected client in the Business Data List WebPart
* Business Data Action WebPart: With this tool, actions can be configured to redirect to a related place (a site, for example) or to initialize an application. This WebPart displays the available actions of the BDC
* Business Data Item Builder WebPart: Applied to create a Business Data Item based in one value in the QueryString of the BDC definition
SharePoint page displaying data from a BDC ("AnimalsEntity List")
After creating and installing the BDC definition, SharePoint Administrators can install and configure each of the WebParts in a SharePoint site, making the data visible to users. Users with appropriate rights inside a site page also can apply the WebParts to display BDC data individually or for a subset of users. WebParts are an integral ingredient of SharePoint and the application and configuration of the BDC WebParts is no different from the exercise of any other type of WebPart.
Architecture and XML Structure
The Business Data Catalog is a "shared service" of MOSS. Shared Service Providers (SSPs) is a novel element of MOSS 2007 and grants a set of services that can be centrally configured and used by all SharePoint instances in a server farm. The BDC definitions are saved in one of the SSP repositories, and, using DataBase ODBC, ADO.Net, or WebServices connections, query the back-end or LOB information.
The BDC definitions are saved as XML structures based in a metadata-schema in the eponymous repository of the SSP. The final XML definition file describes all the necessary elements to connect with the LOB system (type and localization of the provider, data about the DataBase servers, authorization and authentication), to consult it (queries or Stored Procedures, input parameters), definition of the subsystems (actions, associations), and some metadata to describe the BDC (name, title).
Metadata model of the BDC schema (Source: MOSS SDK)
The BDC does not copy the data from the business application, but captures the data directly each time it needs to be displayed. To avoid delays in rendering the data, SharePoint uses a software caching mechanism that is refreshed each minute: If the data has been changed, the cache is deleted and refilled; the consequence is that rapidly changing data is restricted to one-minute snapshots. As a counterbalance, by utilizing the BDC Object Model, the caching of parts of the BDC can be shut down programmatically, permitting no-caching and accelerating the data display (for fast-changing systems) or releasing server resources (for never-changing systems).
Friday, February 20, 2009
Thursday, February 19, 2009
Basic Difference between MOSS 2007 and Sharepoint 2003
SharePoint Server, or MOSS 2007, is an additional product from Microsoft which layers on top of SharePoint Services and adds advanced features like the ability to search across SharePoint sites, Excel Services, Forms Server, and Business Data Catalog. While SharePoint Services is free, MOSS 2007 requires the purchase of licenses
Steps to Create Site Definitions
e. Log in to one of your front end web servers. Browse to the famous template directory. There is a folder called site templates. This folder contains many site definitions for team sites, meeting workspaces and publishing sites. This post will not describe how to redesign a publishing template. Many examples on the Internet already do. Just keep in mind that this post is about a non-publishing, basic team site.
f. The basic team site is located in the STS folder. We will create a new design and take this one as a starting point.
g. Create a copy of the existing sts site definition, in my case called SPEdmondsSchool
2. Add master page to site definition
a. There is no master page in this folder yet. We will take a copy of the default master page which is located in the GLOBAL folder and called default.master.
b. Next, create a copy of default.master and put it in the site definition folder SPEdmondsSchool. Rename the file (in our case called domestic.master)
c. Edit ONET.XML in your new site definition folder
d. For each configuration tag, add the following attributes: CustomMasterUrl="_catalogs/masterpage/ EdmondsSchool.master" MasterUrl="_catalogs/masterpage/EdmondsSchool.master"
e. Add a module where you provision the EdmondsSchool.master file to the _catalogs/master folder.
f. First you'll have to define your module (look at one example that is already there),
g. next you'll have to add the module to your configuration.
h. Open default.aspx from your site definition with notepad and change the masterURL property of the first line to: MasterPageFile="~masterurl/custom.master". Note: not EdmondsSchoolMaster but just custom.master. That is a predefined token which will resolve to EdmondsSchoolMaster
3. Add imagery
a.Put your custom imagery where you want, but I found it very convenient to put them in _layouts/1033/styles/ SPEdmondsSchool.
b. Because images from the stylesheet, master and page layout all use different relative paths and you cannot always use $SPURL:~sitecollection in all controls or HTML tags. Now you can use /_layouts/1033/styles/ SPEdmondsSchool / as a reference everywhere!
4. Add the template to the farm
a. Finally, create a new webtempXXX.xml file and specify your new template SPEdmondsSchool. Perhaps you'll need to IISReset your front end.
b. At this point you'll see a new site template on the site creation page. Try to create a new site using the new SPEdmondsSchool template.
5. Change master page and page layout
I would suggest making changes to your new master page and default.aspx located in the new SPEdmondsSchool folder. Changes are immediately visible on the site because the site is unghosted.
6. Package, deploy and store
Sharepoint Questions..
Portal Collaboration Software.
• What is the difference between SharePoint Portal Server and Windows SharePoint Services?
SharePoint Portal Server is the global portal offering features like global navigation and searching. Windows SharePoint Services is more content management based with document libraries and lists. You apply information to certain areas within your portal from Windows SharePoint Services or directly to portal areas.
• What is a web part zone?
Web part zones are what your web parts reside in and help categorize your web parts when designing a page.
• How is security managed in SharePoint?
Security can be handled at the machine, domain, or sharepoint level.
• How are web parts developed? Web parts are developed in Visual Studio .Net. VS.Net offers many web part and page templates and can also be downloaded from the Microsoft site.
• What is a SharePoint farm?
Multiple machines running services for SharePoint. Otherwise known as Topology.
• What is a site definition?
It’s a methods for providing prepackaged site and list content.
• What is a template?
A template is a pre-defined set of functions or settings that can be used over time. There are many templates within SharePoint, Site Templates, Document Templates, Document Library and List Templates.
• How do you install web parts?
Web Parts should be distributed as a .CAB (cabinet) file using the MSI Installer.
• What is the difference between a site and a web?
The pages in a Web site generally cover one or more topics and are interconnected through hyperlinks. Most Web sites have a home page as their starting point. While a Web is simply a blank site with SharePoint functionality built in; meaning you have to create the site from the ground up.
• What are the differences between web part
page gallery, site gallery, virtual server gallery and online gallery? Web Part Page Gallery is the default gallery that comes installed with SharePoint. Site Gallery is specific to one site. Virtual Server gallery is specific to that virtual server and online gallery are downloadable web parts from Microsoft.
• What is the GAC? Global Assembly Cache folder on the server hosting SharePoint. You place your assemblies there for web parts and services.
• What is a DWP? The file extension of a web part.
• What is CAML?
Stands for Collaborative Application Markup Language and is an XML-based language that is used in Microsoft Windows SharePoint Services to define sites and lists, including, for example, fields, views, or forms, but CAML is also used to define tables in the Windows SharePoint Services database during site provisioning.
• What is a document library?
A document library is where you upload your core documents. They consist of a row and column view with links to the documents. When the document is updated so is the link on your site. You can also track metadata on your documents. Metadata would consist of document properties.
• What is a meeting workspace?
A meeting workspace is a place to store information, attendees, and tasks related to a specific meeting.
• What is a document workspace? Document workspaces consist of information surrounding a single or multiple documents.
• What is a web part? Web parts consist of xml queries to full SharePoint lists or document libraries. You can also develop your own web parts and web part pages.
• What is the difference between a document library and a form library? Document libraries consist of your core documents. An example would be a word document, excel, powerpoint, visio, pdf, etc… Form libraries consist of XML forms.
• What are themes?
Themes provide a quick a easy way to change the appearance of your SharePoint site
• What is presence? Allows users to see if other users are online and can send them instant messages.
• Can web parts be connected? if so, how? Web Parts can be connected by Modifying the Shared Part and providing the connection with the correct fields to share.
• What is a personal view and what is a shared view? Personal views are specific to a user while Shared View is common across all users.
• What is an STP file? The file extension that applies to site templates.
• What is an FWP file? The file extension that applies to SharePoint sites that have been backed up.
• How does SharePoint support MS Outlook integration? Via Web Parts available at the Microsoft Web Component Directory. Oh yeah and Active X Controls.
• How can you extend lists in SharePoint? If you mean extend by adding columns of data and have specific data types for each column the answer is yes. You can also use Data Views in FrontPage 2003 to pull in XML data from other sites, lists or document libraries to make the information more presentable for users.
• Explain the document versioning in SharePoint document libraries When versioning is enabled everytime the document is edited from the SharePoint site it creates a new version. You can restore or delete old versions of documents. Version numbers are incremented by the system itself.
• Where are web part resources contained? The SharePoint file system, SQL, and the GAC folder. They are also referenced in the web.config folder.
• What are the different installation methods for deploying web parts? and what are the pros/cons? The best way is via a CAB file using the MSI Installer.
• What is a ghosted/unghosted page? Page that is created from a template oppsed to being created from scratch.
• How is site data stored? Site data is stored in your content database that either resides in SQL Server 2000 or MSDE.
• Where is metadata for a web stored? In the content databases stored in SQL.
• What is an audience and describe the use? Audiences are a pre-defined set of users that you can apply information to. You can apply information to their personal sites as well for dailey information or job tasks.
• What are the trust levels and what is the default trust associated with SharePoint? SSL and the basic IIS security. SharePoint comes with Integrated Windows Authentication turned on.
• What are the two logging mechanisms for usage statistics? By default creates log files in the \%windir%\system32\LogFiles\STS directory on the front-end Web server, although an alternate location can be specified. The STS directory contains a folder for each virtual server on the Web server, each named with a GUID that identifies the respective virtual server. Each virtual server folder contains subfolders for each day, which in turn contain the daily usage log for each virtual server. In addition to containing information per virtual server, the Windows SharePoint Services logs are also useful because they associate users with page hits and with time stamps. what functionality does owssup.dll provide for client side activities?
• What is STSAdm and what can it be used for? STSADMIN is a tool that can do many things from a command prompt like manage users, create new sites and add files to the file system.
• Can WSS search subsites? Not without the new CorasWorks Search Web Part.
• Can you register alerts for users? Not unless you are logged in as that user.
• Are PDFs searchable? Out of the box only the metadata collected in the upload form is search able. Unless you download and install the Adobe iFilter.
• Describe a large deployment Many front-end webserver with a SQL cluster with the possibility of multiple international locations.
• How can you synchronize custom Active Directory attributes to SharePoint? Via the Profile Importer.
• If it is anticipated that our organization would need to store 1 terrabyte of documents, what is the recommended configuration and storage requirement? Multiple front-end web servers with content databases across the server farm. The amount of web-servers can depend on how many users you have and what the typical size of a document is.
• Explain how you would deploy SharePoint on an extranet Usually servers that are accessible from external sources are housed in DMZ’s. Depending on the requirements and the workflow for publishing content you could go with Multiple Servers hosting the same information. One server would reside inside with the SQL Cluster while the external server resides in the DMZ simply calling data. Security would be handled by the same or different active directory domain clusters as well increasing security.
• What is the BKM for maximum number of virtual servers configured for SharePoint on a single box? I believe its 15.
• what are the migration strategies for moving sites around? You could use the SharePoint Portal Server backup and restore tool as well as the STSADMIN and GUI STSAMIN tools. We have migrated databased from the SQL Level and have simply reconnected the front end.
SharePoint Web Services
The SharePoint Web Services
Windows SharePoint Services was being designed and developed during the time when Microsoft was beginning to heavily push Web services. It should be no surprise, then, to find out that you can get at the data in SharePoint through Web services. In fact, there's not just one Web service involved; there are 16. Here's a brief rundown of the Web services that a SharePoint server makes available out of the box:
http://server:5966/_vti_adm/Admin.asmx - Administrative methods such as creating and deleting sites
http://server/_vti_bin/Alerts.asmx - Methods for working with alerts
http://server/_vti_bin/DspSts.asmx - Methods for retrieving schemas and data
http://server/_vti_bin/DWS.asmx - Methods for working with Document Workspaces
http://server/_vti_bin/Forms.asmx - Methods for working with user interface forms
http://server/_vti_bin/Imaging.asmx - Methods for working with picture libraries
http://server/_vti_bin/Lists.asmx - Methods for working with lists
http://server/_vti_bin/Meetings.asmx - Methods for working with Meeting Workspaces
http://server/_vti_bin/Permissions.asmx - Methods for working with SharePoint Services security
http://server/_vti_bin/SiteData.asmx - Methods used by Windows SharePoint Portal Server
http://server/_vti_bin/Sites.asmx - Contains a single method to retrieve site templates
http://server/_vti_bin/UserGroup.asmx - Methods for working with users and groups
http://server/_vti_bin/versions.asmx - Methods for working with file versions
http://server/_vti_bin/Views.asmx - Methods for working with views of lists
http://server/_vti_bin/WebPartPages.asmx - Methods for working with Web Parts
http://server/_vti_bin/Webs.asmx - Methods for working with sites and subsites
To use any of these Web services, replace server with the name of your SharePoint server. Because they're implemented using ASP.NET code, you can retrieve the matching WSDL file for any service by appending ?WSDL to the end of the URL. When you do so, you'll discover that each one supports multiple methods, making this one of the richest sets of Web services of any current product. For full information on the available Web methods, download the SharePoint Products and Technologies 2003 SDK.
Improve your sharepoint serach
http://searchforsharepoint.com/Default.aspx
Wednesday, February 18, 2009
Sharepoint Basic Questions
* what is SharePoint?
* what is the difference between SharePoint Portal Server and Windows SharePoint Services?
* what is a document library?
* what is a meeting workspace?
* what is a document workspace?
* what is a web part?
Mid-level SharePoint Consultant
* what is the difference between a document library and a form library?
* what is a web part zone?
* how is security managed in SharePoint?
* how are web parts developed?
* what is a site definition?
* what is a template?
* how do you install web parts?
* what is the difference between a site and a web?
* what are the differences between web part page gallery, site gallery, virtual server gallery and online gallery?
* what is the GAC?
* what is a DWP?
* what is CAML?
* what are themes?
* what is presence?
* can web parts be connected? if so, how?
* what is a personal view and what is a shared view?
* what is an STP file?
* what is an FWP file?
* can you upload MP3's to SharePoint?
* how does SharePoint support MS Outlook integration?
* how can you extend lists in SharePoint?
* explain the document versioning in SharePoint document libraries
Senior SharePoint Consultant
* where are web part resources contained?
* what are the different installation methods for deploying web parts? and what are the pros/cons?
* what is a ghosted/unghosted page?
* how is site data stored?
* where is metadata for a web stored?
* what is an audience and describe the use?
* what are the trust levels and what is the default trust associated with SharePoint?
* what are the two logging mechanisms for usage statistics?
* what functionality does owssup.dll provide for client side activities?
* what is the difference between a site owner and a site administrator?
* what is STSAdm and what can it be used for?
* can WSS search subsites?
* can you register alerts for users?
* are PDFs searchable?
SharePoint Architect
* what is a SharePoint farm?
* describe a large deployment
* how can you synchronize custom Active Directory attributes to SharePoint?
* if it is anticipated that our organization would need to store 1 terrabyte of documents, what is the recommended configuration and storage requirement?
* describe the implementation of SharePoint and Project Server
* what are the BKMs for workflow and SharePoint?
* explain how you would deploy SharePoint on an extranet
* what is the BKM for maximum number of virtual servers configured for SharePoint on a single box?
* what are the migration strategies for moving sites around?
* what are the archiving strategies?