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Accessing BCS Data:
               Query vs. Search

Anthony Obi
SUGUK:EA 12th June 2012
About Me
 Independent SharePoint Consultant - Obilogic Ltd
  (a SharePoint ‘All Hat’)

 Working with SharePoint since Portal Server 2001
  (10 years+)
 MCITP / MCTS SharePoint 2010

 Blog:    http://community.obilogic.co.uk
 Twitter: @obilogic
 Email: aobi@obilogic.co.uk
Agenda

Querying BCS Data via SharePoint :
  Fundamentals
  Approaches

Searching BCS Data via SharePoint:
  Fundamentals
  Approaches

Title Fight: Query vs. Search

Questions (and hopefully Answers)
The Challenge

Identify the best approach for retrieving and
displaying external data in SharePoint 2010

Based on:
  Practicality
  Flexibility
  Scalability
  General Awesomeness!!! (Title Fight!)
Environment


TWO-TIER FARM   •   SharePoint 2010 (sp1 + Feb2012 cu)
                •   BCS Service Application
                •   Secure Store Service Application
                •   SharePoint Designer 2010


                • SQL 2008 R2 (x2 instances)
                • All SharePoint Databases
                • Adventure Works 2008 R2 Sample DBs
                    http://social.technet.microsoft.com/wiki/contents/
                    articles/3735.sql-server-samples-readme-en-
                    us.aspx#Readme_TOC_worknow
SQL Server DBs


SQL Instance 001   SQL Instance 002
 SharePoint DBs      Sample Databases




                           Database:
                           AdventureWorks2008R2

                           Table Name:
                           Person.Person
SharePoint 2010
     SharePoint 2010 Presentation

External Lists                  SP Search

      Business Connectivity Services

AdvWorks ECT             AdvWorks-Search ECT

             Sample Databases
                        Database:
                        AdventureWorks2008R2

                        Table Name:
                        Person.Person
So…Query vs. Search
         What’s the difference?

In a nutshell:

  SPQuery
 (Microsoft.SharePoint.SPQuery)

   VS.

  KeywordQuery
  (Microsoft.office.Server.Search.Query.KeywordQuery)
Demo 01

Simple ‘Query vs. Search’
  PowerShell Examples
#SPQuery (Microsoft.SharePoint.SPQuery)

# get the splist (external list)
$spList = $web.Lists["AdvWorks-Person"]

# set the spquery (+ some properties)
$spQuery = new-object Microsoft.SharePoint.SPQuery
$camlQuery =
"<Where>
<Eq>
<FieldRef Name='LastName' />
<Value Type='Text'>Troyer</Value>
</Eq>
</Where>"

$spQuery.Query = $camlQuery
$spQuery.RowLimit = 10

# issue the query
$spListItemCollection = $spList.GetItems($spQuery)
#SP Search (Search.Query.KeywordQuery)

# setup a keyword query object
$site = New-Object Microsoft.SharePoint.SPSite https://sp2010test;
$kq = New-Object Microsoft.office.Server.Search.Query.KeywordQuery $site;

# set the keyword query (+ some properties)
$kq.QueryText = "Troyer";
$kq.ResultTypes =
[Microsoft.Office.Server.Search.Query.ResultType]::RelevantResults;
$kq.RowLimit = 5;
$kq.ResultsProvider =
[Microsoft.Office.Server.Search.Query.SearchProvider]::SharepointSearch;
#alternatives ::FASTSearch or ::Default

# issue the search
$resultTableCollection = $kq.Execute();
SPQuery: Dataflow


        SharePoint                    BCS
           API        External List   •Secure Store
       (PowerShell)
                                                      Database:
                                                      AdventureWorks2008R2



                                                      Table Name:
                                                      Person.Person
User
        SharePoint                    BCS
           API        External List   •Secure Store
       (PowerShell)
SP Search: Dataflow


       SharePoint API
                                SP Search      Mapped ‘Crawl’ and
        (PowerShell)                           ‘Managed’ Properties

                        SP Search Databases:        BCS
                                    CrawlDB
                                                    •Secure Store
                                 PropertyDB
                           SearchServAppDB
User                                                         Full / Incremental
        SharePoint                                           Crawls (Scheduled)
           API                 SP Search
       (PowerShell)                                          Database:
                                                             AdventureWorks2008R2



                                                             Table Name:
                                                             Person.Person
SPQuery
Demo 02

Displaying SPQuery Data with
  the XsltListViewWebPart
Demo 03

Filter SPQuery Data with the
     XsltListViewWebPart
       & FilterWebParts
SPQuery:
   Filters Aren’t As Good As They Seem

  How u might think they work:

           SharePoint      Filter                               BCS
                                             External List      •Secure Store
          Presentation    WebParts

                                                                                Database:
                                                                                AdventureWorks2008R2



                                                                                Table Name:
User                                                                            Person.Person


            SharePoint                                       BCS
                                    External List            •Secure Store
           Presentation
SPQuery:
   Filters Aren’t As Good As They Seem

  How they ACTUALLY work:

           SharePoint                                     BCS
                                External List
          Presentation                                    •Secure Store

                                                                                Database:
                                                                                AdventureWorks2008R2



                                                                                Table Name:
User                                                                            Person.Person


           SharePoint       Filter                              BCS
                                          External List         •Secure Store
          Presentation   WebParts
Demo 04

Filter SPQuery Data with the
  Business Data Web Parts
Demo 05

Displaying ‘True’ SPQuery Data
with the XsltListViewWebPart
SP Query:
                           True Query Re-cap

  Passing SPQuery Parameters:


           Form / Filter      XSLT View          BCS ECT
           WebParts           WebPart            ReadList         Database:
                                                                  AdventureWorks2008R2

               •Form            •List Param       •ReadList
                Param           •Finder Filter     Filter Param   Table Name:
User                                                              Person.Person
SharePoint Versions:
  What’s Included
SP Search
SP Search: Dataflow
                       (Recap)

        SharePoint                           Full / Incremental
                             SP Search
       Presentation                          Crawls (Scheduled)

                      SP Search Databases:         BCS
                                  CrawlDB
                                                   •Secure Store
                               PropertyDB
                         SearchServAppDB
User
        SharePoint
                             SP Search
       Presentation
                                                            Database:
                                                            AdventureWorks2008R2



                                                            Table Name:
                                                            Person.Person
SPQuery: Dataflow
                (Search Comparison)

        SharePoint                    BCS
                      External List
       Presentation                   •Secure Store

                                                      Database:
                        Ext. Lists                    AdventureWorks2008R2
                         Missing!
                          (Not
                        Required)                     Table Name:
                                                      Person.Person
User
        SharePoint                    BCS
                      External List
       Presentation                   •Secure Store




                       SP Search
Demo 06

Creating Enterprise Content
    Type For SP Search
Demo 07

Creating ECT Content Source
       For SP Search
Demo 08

Mapping ECT Properties
    For SP Search
Demo 09

Creating Search & Results
   Pages For SP Search
Demo 10

Creating Custom Results
  Pages For SP Search
SPQuery: Weigh In

                           Pros                                                              Cons
Practicality               Flexibility              Scalability      Practicality            Flexibility          Scalability
Crawls + Searches any      Easily Create            Available in                             Missing SPList       XSLTViewWP
supported external         Multiple Views           SP Foundation                            Features (no RSS,    restricted to current
content source             (SPLIst / SPDesigner)    (NO Enterprise                           Excel, Add column,   SPWeb
                                                    License Req’d)                           data sheet views,    (guid restriction)
                                                                                             item permissions
Multiple (Ext)SPLists      Multiple Custom          x2 Levels        Requires an SPList                           May need to grant
From single / multiple     SPViews                  available to                                                  unnecessary
ECT(s) – across multiple   across single /          Add /Restrict                                                 permissions on ECT
sites / site collections   multiple (Ext) SPLists   Permissions                                                   (if x2 SPLists share x1
                                                    (SPList / ECT)                                                ECT)

Real Time Queries to       Perform ‘True” SPQuery                    Deploying Custom                             Performance???
External Datasource        (using parameters)
                                                                     XSLTViewWP arts                              Lots of real-time
(Knock Out Punch!)                                                   through dev lifecycle                        queries of ‘large data
                                                                     (dev, test, prod)                            sources’
SP Search: Weigh In

                        Pros                                                             Cons
Practicality            Flexibility           Scalability          Practicality          Flexibility             Scalability
Crawls + Searches any   All Search Features   Very Scalable !      Default results       Difficult customising   NOT Available in
supported external      available (RSS,       (Search Service      display NOT very      (XSLT only – NO         SP Foundation
content source          alerts etc)           App Architecture)    user friendly         SPList Config UI)       (Enterprise License
                                                                                                                 IS Required)

Does NOT need SPList    Only need to grant    Can give users       Content Sources       Advance planning
(Only ECT)              ECT permissions to    search access        determined by ECT     required
                        DefaultCrawlAcc       without granting     “data source name”    (if want to separate
                                              access to            (NOT ECT name)        multiple tables from
                                              underlying ECT                             same datasource)

Schedule when data is   Perform ‘Custom”      Can get around       Queries to
“Crawled”               Data Queries          BCS Throttle limit
                                                                   External Datasource
                                              using “LastIdSeen”
(Extracted)             (using custom ECT     and IDEnumerator
                                                                   NOT REAL TIME
 - eg. Overnight        parameters)           methods
(Knock Out Punch!)                            (Knock Out Punch!)
Title Fight !!!
Lets Get Ready To Ruuuummmble!



     x2 Volunteers Please! 

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Obilogic - Accessing BCS Data: Query vs Search (sugukea)

  • 1. Accessing BCS Data: Query vs. Search Anthony Obi SUGUK:EA 12th June 2012
  • 2. About Me  Independent SharePoint Consultant - Obilogic Ltd (a SharePoint ‘All Hat’)  Working with SharePoint since Portal Server 2001 (10 years+)  MCITP / MCTS SharePoint 2010  Blog: http://community.obilogic.co.uk  Twitter: @obilogic  Email: aobi@obilogic.co.uk
  • 3. Agenda Querying BCS Data via SharePoint : Fundamentals Approaches Searching BCS Data via SharePoint: Fundamentals Approaches Title Fight: Query vs. Search Questions (and hopefully Answers)
  • 4. The Challenge Identify the best approach for retrieving and displaying external data in SharePoint 2010 Based on: Practicality Flexibility Scalability General Awesomeness!!! (Title Fight!)
  • 5. Environment TWO-TIER FARM • SharePoint 2010 (sp1 + Feb2012 cu) • BCS Service Application • Secure Store Service Application • SharePoint Designer 2010 • SQL 2008 R2 (x2 instances) • All SharePoint Databases • Adventure Works 2008 R2 Sample DBs http://social.technet.microsoft.com/wiki/contents/ articles/3735.sql-server-samples-readme-en- us.aspx#Readme_TOC_worknow
  • 6. SQL Server DBs SQL Instance 001 SQL Instance 002 SharePoint DBs Sample Databases Database: AdventureWorks2008R2 Table Name: Person.Person
  • 7. SharePoint 2010 SharePoint 2010 Presentation External Lists SP Search Business Connectivity Services AdvWorks ECT AdvWorks-Search ECT Sample Databases Database: AdventureWorks2008R2 Table Name: Person.Person
  • 8. So…Query vs. Search What’s the difference? In a nutshell: SPQuery (Microsoft.SharePoint.SPQuery) VS. KeywordQuery (Microsoft.office.Server.Search.Query.KeywordQuery)
  • 9. Demo 01 Simple ‘Query vs. Search’ PowerShell Examples
  • 10. #SPQuery (Microsoft.SharePoint.SPQuery) # get the splist (external list) $spList = $web.Lists["AdvWorks-Person"] # set the spquery (+ some properties) $spQuery = new-object Microsoft.SharePoint.SPQuery $camlQuery = "<Where> <Eq> <FieldRef Name='LastName' /> <Value Type='Text'>Troyer</Value> </Eq> </Where>" $spQuery.Query = $camlQuery $spQuery.RowLimit = 10 # issue the query $spListItemCollection = $spList.GetItems($spQuery)
  • 11. #SP Search (Search.Query.KeywordQuery) # setup a keyword query object $site = New-Object Microsoft.SharePoint.SPSite https://sp2010test; $kq = New-Object Microsoft.office.Server.Search.Query.KeywordQuery $site; # set the keyword query (+ some properties) $kq.QueryText = "Troyer"; $kq.ResultTypes = [Microsoft.Office.Server.Search.Query.ResultType]::RelevantResults; $kq.RowLimit = 5; $kq.ResultsProvider = [Microsoft.Office.Server.Search.Query.SearchProvider]::SharepointSearch; #alternatives ::FASTSearch or ::Default # issue the search $resultTableCollection = $kq.Execute();
  • 12. SPQuery: Dataflow SharePoint BCS API External List •Secure Store (PowerShell) Database: AdventureWorks2008R2 Table Name: Person.Person User SharePoint BCS API External List •Secure Store (PowerShell)
  • 13. SP Search: Dataflow SharePoint API SP Search Mapped ‘Crawl’ and (PowerShell) ‘Managed’ Properties SP Search Databases: BCS CrawlDB •Secure Store PropertyDB SearchServAppDB User Full / Incremental SharePoint Crawls (Scheduled) API SP Search (PowerShell) Database: AdventureWorks2008R2 Table Name: Person.Person
  • 15. Demo 02 Displaying SPQuery Data with the XsltListViewWebPart
  • 16. Demo 03 Filter SPQuery Data with the XsltListViewWebPart & FilterWebParts
  • 17. SPQuery: Filters Aren’t As Good As They Seem How u might think they work: SharePoint Filter BCS External List •Secure Store Presentation WebParts Database: AdventureWorks2008R2 Table Name: User Person.Person SharePoint BCS External List •Secure Store Presentation
  • 18. SPQuery: Filters Aren’t As Good As They Seem How they ACTUALLY work: SharePoint BCS External List Presentation •Secure Store Database: AdventureWorks2008R2 Table Name: User Person.Person SharePoint Filter BCS External List •Secure Store Presentation WebParts
  • 19. Demo 04 Filter SPQuery Data with the Business Data Web Parts
  • 20. Demo 05 Displaying ‘True’ SPQuery Data with the XsltListViewWebPart
  • 21. SP Query: True Query Re-cap Passing SPQuery Parameters: Form / Filter XSLT View BCS ECT WebParts WebPart ReadList Database: AdventureWorks2008R2 •Form •List Param •ReadList Param •Finder Filter Filter Param Table Name: User Person.Person
  • 22. SharePoint Versions: What’s Included
  • 24. SP Search: Dataflow (Recap) SharePoint Full / Incremental SP Search Presentation Crawls (Scheduled) SP Search Databases: BCS CrawlDB •Secure Store PropertyDB SearchServAppDB User SharePoint SP Search Presentation Database: AdventureWorks2008R2 Table Name: Person.Person
  • 25. SPQuery: Dataflow (Search Comparison) SharePoint BCS External List Presentation •Secure Store Database: Ext. Lists AdventureWorks2008R2 Missing! (Not Required) Table Name: Person.Person User SharePoint BCS External List Presentation •Secure Store SP Search
  • 26. Demo 06 Creating Enterprise Content Type For SP Search
  • 27. Demo 07 Creating ECT Content Source For SP Search
  • 28. Demo 08 Mapping ECT Properties For SP Search
  • 29. Demo 09 Creating Search & Results Pages For SP Search
  • 30. Demo 10 Creating Custom Results Pages For SP Search
  • 31. SPQuery: Weigh In Pros Cons Practicality Flexibility Scalability Practicality Flexibility Scalability Crawls + Searches any Easily Create Available in Missing SPList XSLTViewWP supported external Multiple Views SP Foundation Features (no RSS, restricted to current content source (SPLIst / SPDesigner) (NO Enterprise Excel, Add column, SPWeb License Req’d) data sheet views, (guid restriction) item permissions Multiple (Ext)SPLists Multiple Custom x2 Levels Requires an SPList May need to grant From single / multiple SPViews available to unnecessary ECT(s) – across multiple across single / Add /Restrict permissions on ECT sites / site collections multiple (Ext) SPLists Permissions (if x2 SPLists share x1 (SPList / ECT) ECT) Real Time Queries to Perform ‘True” SPQuery Deploying Custom Performance??? External Datasource (using parameters) XSLTViewWP arts Lots of real-time (Knock Out Punch!) through dev lifecycle queries of ‘large data (dev, test, prod) sources’
  • 32. SP Search: Weigh In Pros Cons Practicality Flexibility Scalability Practicality Flexibility Scalability Crawls + Searches any All Search Features Very Scalable ! Default results Difficult customising NOT Available in supported external available (RSS, (Search Service display NOT very (XSLT only – NO SP Foundation content source alerts etc) App Architecture) user friendly SPList Config UI) (Enterprise License IS Required) Does NOT need SPList Only need to grant Can give users Content Sources Advance planning (Only ECT) ECT permissions to search access determined by ECT required DefaultCrawlAcc without granting “data source name” (if want to separate access to (NOT ECT name) multiple tables from underlying ECT same datasource) Schedule when data is Perform ‘Custom” Can get around Queries to “Crawled” Data Queries BCS Throttle limit External Datasource using “LastIdSeen” (Extracted) (using custom ECT and IDEnumerator NOT REAL TIME - eg. Overnight parameters) methods (Knock Out Punch!) (Knock Out Punch!)
  • 33. Title Fight !!! Lets Get Ready To Ruuuummmble! x2 Volunteers Please! 