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Microsoft BizTalk Server 2004 Unleashed

Microsoft BizTalk Server 2004 Unleashed

Scott Woodgate, Stephen Mohr, Brian Loesgen

Nov 2004, Paperback, 768 pages
ISBN13: 9780672325984
ISBN10: 0672325985
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Microsoft BizTalk Server 2004 Unleashed is your tool to unleash the power of Microsoft's BizTalk Server 2004. Learn how to use the server as an enterprise application integration tool and how to exploit its key strengths to orchestrate e-commerce business processes in B2B and B2C environments. Providing complete coverage of system architecture, application integration, messaging and migration, Unleashed also illustrates practical application of the server through an entire section dedicated to real-world case studies of businesses using BizTalk Server 2004 on a daily basis. As seen in these examples, there can be obstacles along the way to success, but Microsoft BizTalk Server 2004 Unleashed will help you overcome each one.

Microsoft BizTalk Server 2004 Unleashed is your tool to unleash the power of Microsoft's BizTalk Server 2004. Learn how to use the server as an enterprise application integration tool and how to exploit its key strengths to orchestrate e-commerce business processes in B2B and B2C environments. Providing complete coverage of system architecture, application integration, messaging and migration, Unleashed also illustrates practical application of the server through an entire section dedicated to real-world case studies of businesses using BizTalk Server 2004 on a daily basis. As seen in these examples, there can be obstacles along the way to success, but Microsoft BizTalk Server 2004 Unleashed will help you overcome each one.

I. INTRODUCING BIZTALK SERVER 2004.

1. An Overview of BizTalk Server 2004.

The Need for Integration Architecture.

Integration Architecture Tier 1: Connecting Two Applications.

Integration Architecture Tier 2: Connecting Multiple Applications.

Integration Architecture Tier 3: Business Process.

Integration Architecture Tier 4: Business Rules.

Feature Overview of BizTalk Server 2004.

BizTalk Server 2004 Architecture and Topology Improvements.

BizTalk Server 2004 Development Tools.

BizTalk Server 2004 Management Tools.

Plugging in the Business User.

Summary.

2. Your First BizTalk Server Integration.

Architecture 101-How BizTalk Organizes Things.

Messages.

The BizTalk MessageBox.

Messaging Ports and Pipelines.

Process Orchestration.

BizTalk Rules.

Messaging Adapters.

BizTalk Developer Tools Overview.

Editor.

Mapper.

Pipeline Designer.

Orchestration Designer.

Explorer.

Your First Integration Project.

Message Formats.

Message Map.

Process.

Deployment and Testing.

Summary.

II. DEVELOPING WITH BIZTALK SERVER 2004-MESSAGING.

3. Building Message Specifications.

Editor Details.

Schema Properties.

Adding Records and Fields.

Sample Schema: Structure.

Node Properties.

Inheritance and New Types.

Creating Schemas from Existing Schemas.

Creating a Schema from an Instance Document.

Flat-File Specifications.

Schema Node Additions.

Record Node Additions.

Field Node Additions.

Sample Delimited Specification.

Sample Positional Specification.

Property Promotion and Property Schemas.

Using InfoPath Documents with BizTalk.

Summary.

4. Mapping Messages.

Purpose and Scope of Mapping.

Mapper Basics.

Creating a Map File.

A Quick Look at the Map Properties.

Specifying Links.

Test Properties and the Validation and Testing Process.

Direct Links Sample.

Functoids in BizTalk.

Standard Functoids.

Using Functoids.

Configuring Functoid Parameters.

Revised Sample: Table Extractor.

Custom Functoids.

Deployment Choices.

Functoid Basics.

Custom Functoids Sample.

Summary.

5. Building Pipelines.

Pipeline Concepts.

Default Pipelines.

Types of Pipeline Development.

Receive Pipelines.

Decode Stage.

Disassemble Stage.

Validate Stage.

Party Resolution Stage.

Send Pipelines.

Preassemble Stage.

Assemble Stage.

Encode Stage.

Pipeline Components.

General Components.

Assembling Components.

Disassembling Components.

Probing Components.

Default Components.

Building a Pipeline.

Creating the Activity Message Schema.

Validating Receive Pipeline.

Deploying and Using the Solution.

Custom Pipeline Components.

IBaseComponent Members.

IComponentUI Members.

IPersistPropertyBag Members.

IComponent Members.

Building a Custom Component for Our Sample Pipeline.

Declarations and References.

Properties and Logic.

Implementing IBaseComponent.

Implementing IcomponentUI.

Implementing IpersistPropertyBag.

Implementing Icomponent.

Modifying the Receive Pipeline.

Summary.

6. Receiving and Sending Messages.

Receive and Send Ports in Detail.

Receive Ports.

Configuring Receive Ports.

Receive Locations.

Send Ports.

Send Port Groups.

Settings.

Message Security.

Subscription Filters.

Messaging Solution Sample.

Message Schemas.

Sending Application Stub.

HTTP Receive Location.

File Send Ports.

Test the Solution.

Summary.

7. Working with Adapters.

Adapter Overview.

Adapter Design-Time Configuration.

Adapter Communication Patterns.

Handlers and Ports.

Dynamic Send Ports.

Add Adapter Wizard and Metadata Harvesting.

Native Adapters.

Developing Custom Adapters.

Adapter Design-Time Development.

Property Browser.

Add Adapter Wizard Integration.

Adapter Runtime Development.

The Messaging Architecture.

A BizTalk Message.

Message Engine Interfaces.

Adapter Interfaces.

Receive Interfaces.

Send Interfaces.

Adapter Initialization.

Receive Adapter Initialization.

Send Adapter Initialization.

Adapter Termination.

Loading Configuration.

Loading Handler Configuration.

Loading Endpoint Configuration.

Transport Proxy Batch.

Batch Callback.

One-Way Receive.

Request Response.

One-Way Send.

Solicit Response.

Dynamic Send.

Adapter Registration.

Adapter Registration Wizard.

Add Adapter to BizTalk.

Summary.

8. Using Single Sign-On.

What Is Single Sign-On?

Enterprise Single Sign-On Scenarios.

Windows Initiated SSO.

Configuration Store.

Unsupported Scenarios.

The Enterprise Single Sign-On System.

SSO Architecture.

How Single Sign-On Works.

Single Sign-On Windows Accounts.

Master Secret Server.

SSO Command-Line Utilities and APIs.

Auditing SSO Services.

Managing Affiliate Applications.

Managing Mappings.

Using Tickets.

SSO Caching.

Integrating SharePoint SSO.

Summary.

III. DEVELOPING WITH BIZTALK SERVER 2004 -BUSINESS PROCESSES.

9. Introducing Orchestration.

Business Processes and Orchestration Defined.

Orchestration Designer.

Shapes.

Flow of Control.

Nesting.

Rule Expression Basics.

Transaction Basics.

Messages.

Ports.

Using .NET Components.

Deployment.

Sample Orchestration Solution.

Messages.

Manufacturing Component.

Orchestrations.

Orchestration and BPEL.

Summary.

10. Orchestrating Web Services and Correlation.

Correlating Messages in Orchestration.

Creating a Correlation Type.

Creating a Correlation Set.

Calling Orchestrations.

Web Services and Orchestration.

Using Web Services in Orchestration.

Using a Web Service Sample.

Exposing an Orchestration as a Web Service.

Orchestration Facade Sample.

Orchestration Debugging.

Summary.

11. Developing Rules.

Rules Architecture.

Conditions.

Building Rules from Conditions and Actions.

Policies-Collections of Rules.

Rule Execution.

Using Policies in Applications.

Rules Development.

.NET Objects Fact Sources.

Database Fact Sources.

XML Document Fact Sources.

Vocabularies.

Fact-base.

Policy Caching.

Authoring Policies and Vocabularies.

BRL-Syntax XML Documents.

.NET APIs for Rule-Based Application Development.

Rule Development APIs.

Policy.

RuleSet.

Rule.

LogicalExpression.

ActionCollection.

FileRuleStore.

IFactRetriever Interface.

Business Rule Composer.

Building Vocabularies.

Building Policies.

Building Rules.

Rules Deployment and Versioning.

Policy Testing.

Standalone Rules Sample.

RFP Vocabulary.

RFP Policy.

Database Fact Retriever.

Rules Host Application.

Summary.

12. Orchestrating-Advanced Concepts.

Advanced Transactions.

Atomic Transactions.

Long-Running Transactions.

Exception Handling in Transactions.

Compensation in Transactions.

Exceptions and Compensation Sample.

Orchestration Hydration.

Orchestration and Rules.

Call Rules Shape.

Call Rules Sample.

Direct Port Binding Between Orchestrations.

Parties, Roles, and Role Links: Indirection for Enterprise Deployments.

Parties and Roles.

Role Links.

Summary.

IV. SELECTED IMPLEMENTATION PATTERNS ON BIZTALK SERVER 2004.

13. Messaging Patterns.

Pattern 1: Using the SQL Adapter.

Scenario.

Implementation Steps.

Pattern 2: Importing a CSV File.

Scenario.

Implementation Steps.

Pattern 3: Importing a Positional File.

Scenario.

Implementation Steps.

Pattern 4: Uniform Sequential Convoy Pattern.

Scenario.

Implementation Steps.

Summary.

14. Orchestration Patterns.

BizTalk Server 2004 and InfoPath.

Introducing the Patterns.

Pattern 1: File-Drop Orchestration Activation.

Scenario.

Implementation Steps.

Pattern 2: Consuming a Web Service.

Scenario.

Implementation Steps.

Pattern 3: Using InfoPath with Orchestration.

Scenario.

Implementation Steps.

Pattern 4: Multiple Entry Points for Orchestration Activation.

Scenario.

Implementation Steps.

Summary.

V. MANAGING, MONITORING, AND DEPLOYING BIZTALK SERVER 2004.

15. Deployment.

Distributed Deployment.

Deploying for Scalability.

Scaling Out BizTalk Servers.

Scaling Out SQL Servers.

Scaling Up BizTalk Servers.

Scaling Up SQL Servers.

Deploying the Various BizTalk Server Services.

Enterprise Single Sign-on Service (ENTSSO.exe).

The BizTalk Service (BTSNTSvc.exe).

The Tracking Sub-Service [BTSNTSvc.exe].

The MSMQT Sub-Service (BTSNTSvc.exe).

Rules Engine Update Service (RuleEngineUpdateService.exe).

Various Deployment Topologies.

Scaling Out Receiving Transports.

Deploying for High Availability.

Configuring the BizTalk Server Tier for High Availability.

Configuring the SQL Server Tier for High Availability.

Clustering the SSO Master Secret Server.

Installing the BizTalk Server Service on an MSCS Cluster.

Summary.

16. Health and Activity Tracking.

Debugging a BizTalk Application.

Replay Mode Debugging.

Live Mode Debugging.

Remote Debugging.

Tracking BizTalk Applications.

Configuring BizTalk Application for Tracking.

Tracking the Path of a Message.

Tracking EDI Data.

Troubleshooting the Problems with BizTalk Application.

Saving the Message Body.

Finding the Messages.

Setting Tracking Options at Host Level.

Service and Message Metrics.

Archiving Tracking Database.

Viewing the Archived Data.

Creating and Saving Custom Tracking Queries.

Summary.

17. Management.

Understanding BizTalk Entities.

Design Factors for Multiserver Topology.

Creating and Configuring BizTalk Entities.

Viewing the Microsoft BizTalk Server 2004 Properties Dialog Box.

Creating, Deleting, and Managing MessageBox.

Creating and Deleting Host.

Installing, Starting, Stopping, Deleting, and Configuring Host Instance.

Enabling, Disabling, and Configuring Receive Location.

Enlist, Start, Stop, and Unenlist Send Port.

Enlist, Start, Stop and Unenlist Orchestrations.

Installing an Adapter.

Creating and Deleting Receive Handler.

Configuring Send Handler.

WMI Programming for BizTalk Object Model.

Classes Provided in the BTSWMISchema.mof File.

Classes Provided in Microsoft.BizTalk.Hws.AdminWMIProvider.mof.

Programming Host Example.

Mapping HostInstance Example.

Adding MSMQT Adapter Example.

Example for Resuming Service Instance.

BizTalk Server 2004 Enterprise Edition Management Pack.

Installing and Configuring MOM for BizTalk 2004.

Installing MOM Agent on Remote BizTalk Servers.

Summary.

VI. INVOLVING THE INFORMATION WORKER WITH BIZTALK SERVER 2004.

18. Human-based Workflow.

Workflow Model.

Programming Model.

Building an Action.

Creating an Action Project.

Modifying the Schemas.

Modifying the Action Logic.

The Synchronize Message.

Action Deployment and Administration.

Registering the Action with HWS.

HWS Security and Constraints.

Creating System Constraints.

Constraint Evaluation.

Adding Constraint Properties.

Using the HWS Web Service.

Creating Activity Flows Using the HWS Web Service.

The Acting User Parameter.

Querying Activity Flow Information.

Responding to Task Messages.

Continuing Activity Flows.

Interrupting a Running Action or Activity Flow.

Developing Activity Models.

Activity Model Design.

Creating an Activity Model.

Executing Activity Models.

Dependent and Independent Transitions in Activity Models.

Constraints in Activity Models.

Interaction Between Activity Models and Ad-Hoc Actions.

Summary.

19. Business Activity Services.

Business Scenarios for BAS.

Trading Partner Integration.

Interdepartmental Integration.

Business User Interaction.

Development of a Sample BAS Project.

Sample Scenario.

Getting Started with the Sample BizTalk Server Project.

Document Schemas.

InfoPath Forms.

TPPubWS Web Service.

BAS Port Types.

BAS Role Link Types.

Using BAS Types.

Configuring a BAS-Enabled Orchestration.

Deployment of a BAS Project.

Set Up the BAS Site.

Deploying the Sample BizTalk Project.

Configuring Sample Trading Partners and Business Process.

Security Considerations.

Configuring Self Profiles.

Configuring Partner Profiles.

InfoPath Templates.

Extending Profiles.

Configuring Agreements with Trading Partners.

Partner Groups.

Trading Partner Management Administration.

Executing and Interacting with the Sample Business Process.

Interacting with Documents in Trading Partner's InBox.

Sending Documents to Trading Partner via the OutBox.

SentItems.

Monitoring the Sample Business Process.

Summary.

20. Business Activity Monitoring.

The BAM Solution.

BAM in BizTalk Server 2004.

BAM User Roles.

BAM Architecture.

The BAM.EventObservation Object.

The BAM Query Web Service.

Configuring and Deploying BAM Step by Step.

Creating BAM Activities.

Creating BAM Views.

Configuring the Pivot Tables and Charts.

The BAM Management Utility.

Using the Tracking Profile Editor.

Viewing Real-Time Aggregations.

Configuring OLAP.

Summary.

VII. APPENDIXES.

Appendix A. Installing BizTalk Server 2004.

Hardware Requirements and Recommendations.

Software Requirements.

Operating System Requirements.

Other Software Requirements.

Preparing Server for Installing BizTalk Server 2004.

Installing IIS 6.0.

Installing SQL Server 2000.

Installing Analysis Services.

Enabling Network DTC Access on Windows 2003 Server.

Installing Windows SharePoint Services 2.0 for BAS.

Testing SharePoint Configuration.

Installing BizTalk Server.

Appendix B. Migration from Previous BizTalk Version.

Planning a Migration Project.

Migration Project Scope.

Migration Planning.

Migrating Messaging Scenarios.

Using the Migration Wizard.

Migrating Application Integration Components and Preprocessors.

Migrating Orchestration Scenarios.

Creating the Orchestration Project.

Creating the Orchestration Artifact.

Defining the Schemas to Be Used.

Analyzing and Converting Implementation Shapes.

Analyzing and Converting Control Shapes.

Migrating Complex BizTalk 2002 Scenarios.

Publish/Subscribe Messaging Scenarios.

Large Document Processing Scenarios.

Messaging Correlation Scenarios.

First-In First-Out Messaging Scenarios.

Synchronous Orchestration Calls.

Appendix C. Using BizTalk Native Adapters - Online.

Index.

Scott Woodgate is a Lead Product Manager for BizTalk Server at Microsoft corporate campus in Redmond. Scott has been a member of the product team since the heady days when BizTalk Server was merely a code name. He currently manages the BizTalk Server technical product management team. His team provides worldwide technical readiness, competitive analysis, and plans future versions of the product on the basis of customer, partner, and analyst feedback. Scott has contributed to two previous BizTalk Server books; he holds five university degrees, including a PhD in Organometallic Chemistry specializing in osmabenzenes, and he is a huge fan of his native country New Zealand's major sport, rugby.

Stephen Mohr is a senior software systems architect with Omicron Consulting and XMLabs in Philadelphia, USA. He has more than 15 years of experience developing software and systems for various platforms. Stephen is the author of numerous books for Wrox and Que and has spoken at a variety of international conferences. He has research interests in distributed computing using service-oriented architectures. Stephen holds BS and MS degrees in computer science from Rensselaer Polytechnic Institute.

Based in San Diego, Brian Loesgen is a principal consultant with Neudesic, a firm that specializes in .NET development and Microsoft Server integration. Brian is a Microsoft MVP for BizTalk Server 2004. Brian has more than 18 years of experience in building advanced enterprise and mobile solutions. He is a coauthor of the Professional XML, Professional ASP/XML, Professional Windows DNA, Professional ASP.NET Web Services, and Professional VB.NET Web Services books from Wrox. In addition, Brian has written technical white papers for Intel, Microsoft, and others. Brian has spoken at numerous major technical conferences worldwide. Brian is a cofounder and President of the International .NET Association (ineta.org). He is the President of the San Diego .NET user group, leads the San Diego Software Industry Council Web Services SIG, and is a member of the Editorial Board for the .NET Developer's Journal.

Susie Adams is a MTC Technical Director with Microsoft Corporation. She has more than 18 years of application integration and development experience and currently focuses her attention on the architecture, design, and integration of service-oriented enterprise Web applications as well as traditional Enterprise Integration (EAI) using .NET and BizTalk Server. She has contributed to several industry technical journals, was the lead author of BizTalk Server Unleashed, a contributing author of Visual InterDev Unleashed, bothpublished by Sams, and a contributing author of Microsoft Press's Visual InterDev 6.0 Enterprise Developer's Workshop. She has spoken at several industry trade show conferences, including the Visual Basic Insider Technical Summit (VBITS), Microsoft Developer Days, and Microsoft TechEd. Susie can be reached at susiea@microsoft.com.

Alex Cobb is a Senior Technical Product Manager in the Business Process and Integration division of Microsoft Corporation. He has been a member of the BizTalk Server team for four years. Alex is a frequent speaker at Microsoft events and conferences. Prior to joining Microsoft, Alex held both technical and business positions in the financial services and international trade industries. Alex received a Bachelor of Science degree in Business Management from the University of Colorado.

Benjamin Goeltz is a system architect specializing in the enterprise application integration space. He has designed and implemented solutions for each version of BizTalk Server and was heavily involved with prerelease versions of BizTalk Server 2004 and its associated adapters. Ben's work has been focused in the energy, professional sports, manufacturing, and food processing and distribution industries, where he has deployed solutions integrating both internal (EAI) and external (B2B) systems to support mission-critical business processes. In addition to his client work, Ben has authored content used in BizTalk Server 2004's help file, as well as a published white paper on the product. Ben works for the Bellevue, WA branch of the Interlink Group (http://www.ilg.com), which is a Microsoft Gold Partnered consulting firm headquartered in Denver, CO.

Brandon Gross is a solution architect for the services company Interlink. He received a degree in Information Systems and Accounting from the University of Washington. Since graduation, Brandon has worked on Microsoft-based integration projects for medium-to-large enterprise clients in a wide range of industries, including government, resources, high-tech manufacturing, and the software industry. He has experience in a breadth of Microsoft technologies, including Com+, .NET, BizTalk 2002, and most recently, BizTalk 2004. He also has experience with industry business-to-business standards, including RosettaNet and OAGIS.

Chris Whytock works as a software engineer in Microsoft's business process and integration division. In his seven years of professional engineering, he has developed applications in a wide range of fields, including graphics, precision measurement, audio/video processing, and business processes. He has also written for MSDN and has a bachelor's degree in mathematics from the University of Waterloo.

Erik Leaseburg has been a consultant with Microsoft Premier Services for the past five years. He works with .NET and BizTalk Server early adopter partners and customers to provide training, support, consulting, and architectural guidance. Erik's technical focus areas include .NET and COM-based architectures, BizTalk Server 2000/2002/2004, .NET integration, deployment, operations, monitoring, support, and .NET development/migration. He has been a consultant for 10 years developing applications, Web sites, and EAI architectures that span multiple operating systems and environments.

Gavin Islip is a consultant with the Microsoft Services Partner Advantage group based in Issaquah, Washington. He works with major Microsoft partners, including Independent Software Vendors and System Integrators, to help them develop solutions based on Microsoft technology. He is currently working at the Unisys Microsoft Innovation Center in Redmond where he helped develop the BizTalk Server 2004 Certification Program. Gavin has been a software development consultant for eight years, spending the last four years working at Microsoft. In his previous life he worked as a professional trombonist with the Orquesta Sinfonica de Tenerife in the Canary Islands.

Imran Aziz has a bachelor's degree in computer science and engineering from the University of Wisconsin, Madison. He has worked in the software industry for more than eight years in varying roles, such as software design engineer, development consultant, and program management. He is currently working at Microsoft as a lead program manager in the business process and integration division.

Kevin Smith has worked for Microsoft for the past six and a half years. He worked as a software design engineer in the core engine team for BizTalk Server 2000 and 2002 and was the Technical Lead SDE for the Messaging Sub-Service for the BizTalk Server 2004 release. He now works for Microsoft Consulting Services in the U.K., helping customers architect enterprise solutions using BizTalk Server 2004.

Michael Roze is a Software Design Engineer with Microsoft Corporation and Redmond, USA. He has worked on the BizTalk team for over 2 years with expertise in Performance, Scalability, High Availability and distributed computing. He has over 14 years experience developing software and systems for various platforms. He has also consulted on Microsoft and other competitive technologies.

Naveen Goli is a Test Lead with Microsoft Corporation in Redmond, USA. He is currently working with the BizTalk Server product unit at Microsoft Corporation. He has more than 12 years of experience developing software and systems on Unix and Windows platforms. Naveen holds a postgraduate Diploma in International Trade from Bharatiya Vidya Bhavan in India and a MS degree in computer science from Monmouth University.

Puru Amradkar is currently working as Program Manager on the BizTalk team with Microsoft Corporation.

Stephen Roger is a director with Interlink in Seattle, Washington. He has more than 15 years of experience in developing business applications, with a current focus on solutions based on integration technologies such as BizTalk Server. Interlink has been designing and building solutions with BizTalk Server since its initial release in December 2000.

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