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Share point 2010 : Managing Data Connections (part 1) - Setting BCS Permissions, Configuring Profile Page Creation

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11/9/2012 3:49:02 PM
The BCS allows you to connect your external systems to Web applications without writing any code. To manage the BCS data connections to the external systems, you need to perform the following administrator tasks.
  • Configure page creation (SharePoint 2010).

  • Set access permissions, auditing, and authentication settings. 

  • Configure Single Store Service if any of the BDC model imported into the metadata store plan to use this authentication mechanism.

  • Import the BDC model that contains the metadata information.

  • Deploy custom business data solutions such as dashboards if any have been created.

You will use the Service Application Information page, shown in Figure 1, to view, add, modify, and delete BDC models, external systems, and ECTs, as well as to configure permissions. In SharePoint 2010, there is an additional group on the Ribbon to manage ECT profile pages. The Service Application Information page displays information from the metadata store in three different views: BDC Models, ECT, and external systems.

Figure 1. Business Connectivity Service Application Information page



Note:

You can import resource files that contain the localized names, properties, and permissions for one or more ECTs. Imported localized names and properties are merged with the existing localized names and property descriptions in the metadata store.


1. Setting BCS Permissions

You can set permissions on the following objects.

  • The metadata store

  • Model

  • External system

  • ECT

Setting permission on the repository should be one of the first tasks you complete after you have created a BCS application. Use the following steps to complete this task.

  1. Open a browser and go to the SharePoint Central Administration website.

  2. Under Application Management, click Manage Service Applications.

  3. On the Service Applications page, click the name of the Business Data Connectivity Service for which you want to manage permissions.

  4. On the Service Application Information page, click Set Metadata Store Permissions on the Edit tab of the Ribbon.

  5. On the Set Metadata Store Permissions page, shown in Figure 2, enter the appropriate users or groups and assign the appropriate permissions. Permissions set at this level can be copied to any Model, external system, or ECT imported into this specific BCS.

  6. Click OK.

Figure 2. Add Users/Groups on the Set Metadata Store Permissions page



Note:

To assign administrators for a BCS application, select all the check boxes—that is, select Edit, Execute, Selectable In Clients, and Set Permissions—and then select the option Propagate Permissions To All BDC Models, External Systems And External Content Types In The BDC Metadata Store. Doing so will overwrite existing permissions.


To set permissions on one or more models, external systems, or ECTs, complete the following steps.

  1. On the Service Application Information page, in the View group on the Edit tab, select BDC Models, External Systems, or External Content Types from the drop-down menu, as shown in Figure 3.

    Figure 3. View BDC Models, External Systems, or External Content Types

    The page displays only objects of the type you have chosen.

  2. Select the objects you want to modify and then click Set Object Permissions in the Permissions group on the Edit tab.

  3. On the Set Object Permissions page, enter the appropriate users or groups and assign the appropriate permissions.


Note:

Permissions set at this level can be copied to any child objects; for example, if you are setting the permissions for external systems, then permissions can be propagated to all ECTs that belong to the external systems. Be aware, however, that this will overwrite existing permissions.


2. Configuring Profile Page Creation

The profile page is used to display the details of an instance of an ECT. For example, when you create an ECT that points to an external system where all your customer details are stored, then the profile page for the customers’ ECT would display the details for one customer. You do not create a profile page for each customer—instead, when you pass a customer ID to the profile page, it pulls the customer details from the external system and displays information about the customer, such as name, address, country, telephone number, and any other properties or fields that are defined in the BDC Model. In SharePoint Foundation, you must build these profile pages yourself and place controls or Web Parts to display the data. In SharePoint 2010, you can create profile pages with one click of a button using the Central Administration website or SharePoint Designer.

ECT profile page configuration can be different for each BCS application in your SharePoint farm. Prior to configuring the profile page location for your BCS application, you need to create a site that will host the profile pages and set the permissions so all users who have access to the data from the external system can also access this site. The Read-only permission right is usually sufficient for such users.

When you use SharePoint Designer to create profile pages, then you must map to users who access the data from the external system so that, at a minimum, they have the Design permission level, which contains the Add and Customize Pages permission right.


Note:

If you create a new Web application to host the profile site, ensure that the Web application is associated with all BCS applications that will create profiles on that Web application.


After you have set permissions on the repository, you should then configure Profile page creation. Use the following steps to complete this task.

  1. Open a browser and go to the SharePoint Central Administration website.

  2. Under Application Management, click Manage Service Applications.

  3. On the Service Applications page, click the name of the Business Data Connectivity Service that you want to configure.

  4. Click Configure in the Profile Pages group on the Edit tab to display the Configure External Content Type Profile Page Host dialog box, as shown in Figure 4.

    Figure 4. Configuring External Content Type Profile Page Host

  5. Select Enable Profile Page Creation and type the URL of the site where the profile page will be hosted.

  6. Click OK.

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