Sharing parts of a document using search framework

• US 8,671,078 B2
• Filed: 08/31/2011
• Issued: 03/11/2014
• Est. Priority Date: 08/31/2011
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Zimmerman, Josh C., Gustafson, David Scott, Ziegler, Kurt Leonard
• Primary Examiner(s): Mahmoudi, Tony
• Assistant Examiner(s): PHAN, TUANKHANH D
• Application Number:
  US13/222,017
• Publication Number:
  US 20130054610A1
• Time in Patent Office: 923 Days
• Field of Search: 707609-746, 709/206, 715/711
• US Class Current: 707/673
• CPC Class Codes: G06F 16/38 Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually
• CPC Class Codes: G06F 16/951 Indexing; Web crawling techniques
• CPC Class Codes: G06F 16/9538 Presentation of query results

Abstract

Embodiments are configured to provide sharing of business logic items. A document may contain business logic items, for example, sets, members, or measures. Some business logic items may be created by a publisher who wants to make the business logic available to other users so that others can access the business logic. Embodiments provide for using an integrated server platform search component to automatically retrieve business logic items which exist in one or more documents stored in a document library. This may allow for a publisher to provide business logic to other users without having to rely on the other users to retrieve the business logic from a specific document, and without requiring the other users to know of the existence of the business logic. Restrictions may be placed so that a publisher can control what specific pieces of business logic may be made available.

Claims

1. A method for sharing business logic items, the method comprising:

receiving an annotation associated with one or more business logic items in a first document, the annotation designating the one or more business logic items as a connection default business logic item;

generating an identifier for each of the one or more annotated connection default business logic items, the identifier being generated when the one or more annotated connection default business logic items are shared in a document;

publishing the first document to an integrated server platform document library;

populating an index component with the one or more annotated business logic items and associated identifiers, the index component being utilized to index and catalog shared business logic items, the index component using one or more of metadata, content and other information when indexing against one or more disparate information sources, the index component being further utilized to identify unique document parts;

querying the index component for connection default business logic items related to a second document;

automatically storing the related connection default business logic items in the first document for access by the second document; and

maintaining references to unique business logic items, the references comprising at least a relative path of a parent document site collection and the identifier, the identifier being utilized to repair a reference that is no longer available, the identifier being separate from the relative path.

2. The method of claim 1, further comprising:

receiving a selection of one or more of the related connection default business logic items;

reading the first document containing the one or more selected connection default business logic items from the integrated server platform document library;

providing the one or more selected connection default business logic items to the second document; and

maintaining connection default business logic item relationship data and identifiers.

3. The method of claim 1, wherein receiving an annotation associated with one or more business logic items in a first document, the annotation designating the one or more business logic items as a connection default business logic item allows the business logic item to be automatically added to a document connection using similar data.

4. The method of claim 3, wherein publishing the document to the integrated server platform document library enables connection default behavior.

5. The method of claim 1, wherein querying the index component for connection default business logic items related to the second document is in response to a triggering event, the triggering event including a data refresh of the second document or a manual selection to search for related connection default business logic items.

6. The method of claim 1, further comprising:

receiving an annotation associated with one or more business logic items in the first document, the annotation designating the one or more business logic items as a shared business logic item;

generating an identifier for each of the one or more annotated shared business logic items;

populating the index component with the one or more annotated shared business logic items and associated identifiers;

receiving a query input to search for related shared business logic items;

querying the index component for related shared business logic items;

providing a list of one or more search results of related shared business logic items;

receiving a selection of one or more of the one or more search results of related shared business logic items;

reading the first document containing the one or more related shared business logic items from the integrated server platform document library;

providing the one or more selected shared business logic items to the second document; and

maintaining shared business logic item relationship data and identifiers.

7. The method of claim 1, wherein receiving an annotation associated with one or more business logic items in a first document, the annotation designating the one or more business logic items as a shared business logic item allows the business logic item to be available to other documents.

8. The method of claim 1, further comprising receiving an indication that a business logic item has been modified in the first document and populating the index component with the modified business logic item.

9. The method of claim 8, further comprising:

receiving an indication of a document connection refresh of the second document;

querying the index component for new related connection default business logic items and modified business logic items; and

updating the second document with any new related connection default business logic items and modified business logic items.

10. The method of claim 1, wherein a business logic item includes text, a grouping, a rule, a calculation, a set, a member, or a measure.

11. A system for providing sharing of business logic items, the system comprising:

a memory for storing executable program code; and

a processor, functionally coupled to the memory, the processor being responsive to computer-executable instructions contained in the program code and operative to;

provide application functionality to a user to create, access, and edit a first document, the first document including one or more business logic items;

receiving an annotation associated with one or more business logic items in the first document, the annotation designating the one or more business logic items as a connection default business logic item or a shared business logic item;

generate an identifier for each of the one or more annotated connection default business logic items and shared business logic items;

publish the first document to an integrated server platform document library;

automatically store the related connection default business logic items in the first document for access by the second document;

crawl documents stored in an integrated server platform document library for annotated business logic items;

populate an index component with the one or more annotated business logic items and associated identifiers, the index component being utilized to index and catalog shared business logic items, the index component using one or more of metadata, content and other information when indexing against one or more disparate information sources, the index component being further utilized to identify unique document parts;

query the index component for connection default business logic items related to second document based on a data source of the second document; and

maintain references to unique business logic items, the references comprising at least a relative path of a parent document site collection and the identifier, the identifier being utilized to repair a reference that is no longer available, the identifier being separate from the relative path.

12. The system of claim 11, wherein the processor is further operable to:

read the first document containing the one or more selected connection default business logic items from the integrated server platform document library upon receiving an indication that one or more of the related connection default business logic items has been selected;

provide the one or more selected connection default business logic items to the second document;

maintain connection default business logic item relationship data and identifiers;

receive an indication that a business logic item in the first document has been modified; and

provide the second document with the modified connection default business logic item.

13. The system of claim 11, wherein an annotation associated with one or more business logic items in a first document, the annotation designating the one or more business logic items as a connection default business logic item or a shared business logic item allows the business logic item to be automatically added to a document connection using similar data.

14. The system of claim 13, wherein connection default behavior is enabled when a document is published to the integrated server platform document library.

15. The system of claim 11, wherein to query the index component for connection default business logic items related to second document based on a data source of the second document is in response to a triggering event, the triggering event including a data refresh of the second document or a manual selection to search for related connection default business logic items.

16. The system of claim 11, wherein the processor is further operable to:

receive a query input to search for related shared business logic items;

query the index component for related shared business logic items; and

provide a list of one or more search results of related shared business logic items.

17. The system of claim 11, wherein the processor is further operable to:

receive an indication that one or more of the one or more search results of related shared business logic items has been selected;

read the first document containing the one or more selected related shared business logic items from the integrated server platform document library;

provide the one or more selected shared business logic items to the second document; and

maintain shared business logic item relationship data and identifiers.

18. A computer-readable storage device storing computer-executable instructions which when executed by a computer perform a method for sharing business logic items, the method comprising:

receiving an annotation associated with one or more business logic items in a first document, the annotation designating the one or more business logic items as a shared business logic item;

generating an identifier for each of the one or more annotated shared business logic items;

publishing the first document to an integrated server platform document library;

populating an index component with the one or more annotated shared business logic items and associated identifiers, the index component being utilized to index and catalog shared business logic items, the index component using one or more of metadata, content and other information when indexing against one or more disparate information sources, the index component being further utilized to identify unique document parts;

receiving a query input to search for related shared business logic items;

querying the index component for related shared business logic items;

providing a list of one or more search results of related shared business logic items; and

maintaining references to unique business logic items, the references comprising at least a relative path of a parent document site collection and the identifier, the identifier being utilized to repair a reference that is no longer available, the identifier being separate from the relative path.

19. The computer readable storage device of claim 18, the method further comprising:

receiving a selection of one or more of the one or more search results of related shared business logic items;

reading the first document containing the one or more related shared business logic items from the integrated server platform document library;

providing the one or more selected shared business logic items to the second document;

maintaining shared business logic item relationship data and identifiers;

receiving an indication that a shared business logic item has been modified in the first document;

populating the index component with the modified shared business logic item;

receiving an indication of a document connection refresh of the second document;

querying the index component for modified business logic items; and

updating the second document with any new modified shared business logic items.

20. The computer readable storage device of claim 18, the method further comprising:

receiving an annotation associated with one or more business logic items in the first document, the annotation designating the one or more business logic items as a connection default business logic item;

generating an identifier for each of the one or more annotated connection default business logic items;

populating an index component with the one or more annotated connection default business logic items and associated identifiers;

querying the index component for connection default business logic items related to a second document; and

automatically storing the related connection default business logic items in the first document for access by the second document;

receiving a selection of one or more of the related connection default business logic items;

reading the first document containing the one or more selected connection default business logic items from the integrated server platform document library;

providing the one or more selected connection default business logic items to the second document;

maintaining connection default business logic item relationship data and identifiers;

receiving an indication that a connection business logic item has been modified in the first document;

populating the index component with the modified connection business logic item;

receiving an indication of a document connection refresh of the second document;

querying the index component for new related connection default business logic items and modified connection default business logic items; and

updating the second document with any new related connection default business logic items and modified connection default business logic items.