SharePoint Use Cases

16 Feb, 2009

Use case: Integrating SharePoint with LOB applications

Posted by: Toni Frankola In: SharePoint  Bookmark and Share

Last week I was listening to SharePoint Pod Show – Episode #16 where Brett interviewed Todd Bleeker. Todd presented some of the benefits of custom SharePoint field types which reminded me of a project we have finished few days ago.

Problem

A customer wanted to integrate proprietary LOB system (project management application) with SharePoint. Their requirement was simple: they wanted to show a list of their clients and projects as SharePoint document library columns.

OOTB solution for this would be Business data catalog. However, Business Data Columns have a lot of problems with Document Information Panels (example) and for such a solution you need SharePoint Enterprise CALs.

Because of that, I decided to build the solution as custom SharePoint field type which we named “Database lookup”.

Solution

The solution we prepared is a custom column that can be deployed to any SharePoint site. It connects to a database and retrieves data. Data is being stored as document property and can be inserted to the document itself as Quick Part. It does NOT require Enterprise CAL, and it works with WSS.

createcolumnIt is easy to add a custom column

usecolumn

Custom column shows data from LOB system and it does not require Enterprise CAL

Pros/Cons

Here are Pros/Cons for this solution…

Pros Cons
Enterprise CAL not required Cannot be edited in the datasheet view
Work with WSS You need to edit item to update lookup’s value
Can be used in Word as Quick Part Custom solution
Easier to setup than BDC Cannot be edited in Document Information Panel like other document properties
Customizable it to suite our needs


Documentation Toolkit for SharePoint

Comments

2 | Nevena

February 17th, 2009 at 1:01 am

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Just another one in Cons columns – Cannot be edited in Document Information Panel like other document properties.
This one has a solution though (is it a pro or a con it’s a question now) – Custom Document Information Panel has to be developed in Infopath in order to change properties directly in clients application.

3 | Toni

February 18th, 2009 at 7:27 am

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@Nevena: Yes, you are correct, but in next post we are going to talk more about custom Document Information Panel… your help is much appreciated…

4 | Ted Fowler

March 17th, 2009 at 12:11 pm

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Do you have more detailed instructions for setting this up? We would like to tag visitor stats stored in a SQL 2005 database into our SharePoint site.

5 | David Sykes

March 24th, 2009 at 9:43 pm

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Hi,

Looks great. I would also like more detailed instructions on setting this up if possible.

Thanks

David

6 | Toni Frankola

March 26th, 2009 at 5:06 pm

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@David: We will soon be releasing this as open source. Stay tuned.

7 | David Sykes

March 31st, 2009 at 11:31 pm

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Tony,

Excellent, this will save me a bunch of work…do you have a rough idea on when it will be released?

Thanks

David

8 | Toni Frankola

April 1st, 2009 at 12:31 pm

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@ David: Probably in a month or so…

10 | Jeremy Bevins

October 24th, 2009 at 2:24 pm

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Looks Great.. How do I get it?

11 | Toni Frankola

November 1st, 2009 at 4:08 pm

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@Jeremy: Check your email…

12 | David Sykes

November 1st, 2009 at 4:36 pm

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Is this available now Tony? I am still very interested!

Thanks

David

13 | Toni Frankola

November 29th, 2009 at 5:35 am

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@David did I email you the source?

14 | David Sykes

November 29th, 2009 at 2:48 pm

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Hi Toni,

I haven’t seen anything come through and still very interested…

Thanks again

David

15 | Raj

January 25th, 2010 at 8:26 pm

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Hi Toni Frankola, I am a new guy in SharePoint technology. I have the similar requirement in my project. can you give more detailed instructions on setting this up if possible. Thanks in advance.

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All postings on this blog are provided "AS IS" with no warranties, and confer no rights. All entries in this blog are my opinion and don't necessarily reflect the opinion of my employer.

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