Module 1: Introduction to BizTalk Server 2010

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Module 1: Introduction to BizTalk Server 2010
Time estimated: 120 Minutes
Module objective:
In this module, you will learn how to:
Describe the BizTalk message processing architecture and identify the new features and toolsets
provided in BizTalk Server 2010.
Overview
Microsoft® BizTalk® Server 2010 helps customers efficiently and effectively integrates systems,
employees, and trading partners faster than ever before. BizTalk Server 2010 introduces a host
of new performance features and an improved toolset that enables developers, IT professionals,
and business analysts to build, deploy, and analyze complex application integration and business
process automation scenarios.
Lesson 1: What Is BizTalk Server 2010?
Lesson objective:
Describe common BizTalk Server 2010 scenarios, the overall messaging architecture, and the
common job roles and toolsets used with BizTalk.
Overview
BizTalk Server 2010 solves common problems that many businesses encounter with automating
business processes: integrating multiple heterogeneous systems and communicating with
business partners. This section provides an overview of BizTalk Server 2010 and identifies
several common BizTalk integration scenarios. It will also provide a detailed look at how BizTalk
works to processes messages.
BizTalk Integration Services and Tools
Describe the services and tools provided in BizTalk Server 2010.
Overview
BizTalk Server 2010 is an efficient business-process management server that provides powerful
messaging and orchestration services and development tools. BizTalk unifies these services and
development tools to provide a smooth design experience for developers designing a business
process as well as a robust environment for deploying and executing business processes.
BizTalk Tools and Services
The following services and tools are included in BizTalk Server 2010:

Messaging services. Messaging services transform and route messages to and between
business processes

Orchestration services. The Orchestration engine is responsible for processing
documents in an automated workflow application.

Application development tools. BizTalk provides a number of graphical tools that enable
developers to perform such tasks as creating, testing, and deploying schemas, maps,
and orchestrations.

Business rule engine. The business rule composer and the associated runtime engine
enable dynamic business policies and logic to be integrated within a business process
without the need to recode and redeploy the BizTalk application.

Message activity tracking. The BizTalk Administration Console is used to monitor and
debug message activity and orchestrations.

Web services integration. BizTalk enables Web services to be consumed by a business
process (orchestration) or for a business process to be made available as a WCF service
for consumption by client applications.

Business Activity Monitoring (BAM). BAM is used to monitor real-time or archived
statistical data through end-to-end business processes.
What Problems Does BizTalk Server 2010 Solve?
Describe business and integration problems solved by BizTalk Server
Multiple Applications
Businesses often acquire multiple systems and applications from different vendors to support
their business needs. This results in a variety of applications that run on dedicated platforms and
which were not designed to work together. This is because each application is usually designed
in isolation to fulfill a specific purpose such as inventory, human resources, or customer
relationship management (CRM).
Companies wanting to integrate information from these internal applications discover that
integrating systems can be an expensive and time-consuming task. BizTalk helps to solve many
of the problems associated with integrating systems and managing business processes.
Common Complaints
Consider the following common integration complaints:

Disparate applications. “It is too difficult to integrate dissimilar applications within my
company.”

Programming overruns. “It takes too long to develop integrated applications for my
company’s enterprise resource plan with our existing development tools.”

Time-consuming deployment. “Deploying a business process to integrate with my
trading partner’s system takes practically as long as developing the process in the first
place.”

Dissimilar reports. “There is no way to generate integrated, timely reports from my
various applications, because the data is stored in so many places.”

Modification difficulties. “Once my internal applications are integrated, changing them is
arduous and expensive.”

Lack of set procedures. “My company does not have a consistent method for
implementing our critical business processes.”

Limited tracking. “I have no way of extracting usable, real-time data from a running
business process.”

Changing partners. “If another business offers me a better deal, it is too difficult to take
advantage of it because of all of the IT infrastructure changes that it would require.”
What Is BizTalk Server 2010 Integration? (Scenario)
Describe a typical BizTalk Server 2010 integration scenario.
BizTalk Integration
BizTalk Server 2010 facilitates integrating internal applications and securely connects with your
business partners over the Internet. Companies need to integrate applications, systems, and
technologies from a variety of sources. To make this easier, BizTalk delivers integration
technology and BizTalk Server 2010 offers with many industry accelerators and adapters.
Enterprise Application Integration Scenario
In this scenario, an inventory application, perhaps running on a mainframe, determines that the
stock of an item is low and issues a request to order more of that item. The following steps
occur:
1. The request is sent to a BizTalk Server 2010 application
2. The BizTalk application requests a purchase order (PO) from the organization’s
Enterprise Resource Planning (ERP) application.
3. The ERP application, which might be running on a UNIX system, sends back the
requested PO.
4. The BizTalk application informs a fulfillment application, built on the Microsoft .NET
Framework, that the item should be ordered.
In this example, each application communicates by using a different protocol, using message
formats specific to the application. This means that the BizTalk messaging engine must be able
to communicate with each application in its native communication protocol and format and also
convert the messages to the protocol and format required by the other systems. Notably, no
single application manages the complete business process. The BizTalk application has the
capability of coordinating and tracking the status of all of the parts of the complete business
process.
What Is BizTalk Server 2010 Business Process Automation?
Describe a typical BizTalk Server 2010 business process automation scenario.
Business Process Automation
Business process automation enables the coordination of business processes, such as approving
a purchase order, with people and business applications such as enterprise resource planning
(ERP), customer relationship management (CRM), or line of business (LOB) applications. These
processes frequently start as manual tasks that require integration and input with many
different systems and individuals. The process may require days, weeks, or months to complete.
For example, assume that your company receives purchase orders from several different trading
partners in various formats. Before the purchase order can be processed, it must be converted
to an internal format that is usable by your internal systems. Next, your company may have
specific rules that must be applied to a received purchase order before it can be fulfilled, such as
the availability of the product ordered, the credit worthiness of the customer, and other criteria
that may need to be applied during the life of the transaction. Also, several status messages may
need to be send to and received by the customer that eventually results in an invoice being sent
and payment being received.
BizTalk Server 2010 provides the tools and technologies for automating these business
processes.
BizTalk Orchestration
As a developer, you can implement this type of business process integration by writing your own
application by using C# or Microsoft Visual Basic®. However, creating, maintaining, and
managing complex business processes in conventional programming languages can be
challenging, costly, and time-consuming. BizTalk Server 2010 enables you to create these
business processes graphically. This results in business process automation applications being
developed faster and more cost effectively than building the process directly in a programming
language. It also makes the process easier to understand, explain, and change.
Business Rule Engine
Over time, the rules specified in an orchestration can change. The decisions embedded in a
business process—the business rules—are commonly the most volatile. For example, a
manager’s spending limit might change, or a customer’s maximum order limit might change.
BizTalk Server 2010 includes the Business Rule Engine to enable you to directly create and
modify sets of business rules called policies. These policies are created by using the Business
Rule Composer and then executed directly by the business rule engine.
BizTalk Messaging and Orchestration Services
Explain how BizTalk messaging and orchestration services work to process messages.
Overview
The two main services in BizTalk Server 2010, the messaging engine and the orchestration
engine, form the underlying architecture that enables you to integrate and exchange messages
with the many types of external systems and applications that exist in your organization and
with trading partners.
Messaging Engine
The purpose of BizTalk is to process messages. All communication within BizTalk and between a
BizTalk Server and other systems are based on the exchange of messages. For this reason, the
messaging engine is essential to all BizTalk operations.
The BizTalk messaging engine performs the following tasks:

Receives inbound messages

Parses inbound documents to identify their specific formats

Extracts key identifiers and identifies applicable routing rules

Delivers documents to their respective destinations including ports or orchestrations

Tracks documents
Message database
The MessageBox database is a Microsoft SQL Server™ database that is used by BizTalk to store
and route messages to orchestrations and send ports. When a message arrives in the
MessageBox database, the metadata associated with the message is matched and evaluated to
determine the services that subscribe to messages of this type.
Publish-Subscribe Model
BizTalk Server implements a publish-subscribe model for the routing of messages. In the publishsubscribe model, message providers (publishers) submit messages to a central store (the
MessageBox), where subscribers (send ports and orchestrations) can subscribe to specific
messages. After a message of interest is received by the MessageBox, it is sent to all subscribers.
For example, when a patient is admitted to a hospital, several processes need to be started, and
various systems need to be updated. These systems might include an ERP application and other
proprietary applications. Each of these systems usually requires a unique message format. The
creation of a new patient admission form generates the initial message that begins the process.
Each of the other systems could subscribe to these messages as separate tasks in an overall
business process.
Using the publish-subscribe model, new systems can be added and old systems updated without
the need to rewrite the integration application.
Animation: BizTalk Message Flow
To show how BizTalk processes messages.
Animation
In this animation, you will see an overview of how the BizTalk messaging and orchestration
runtime components work to process XML and flat-file messages.
BizTalk Job Roles and Tools
Identify common job roles that relate to the design, development, and management of a BizTalk
solution.
BizTalk Job Roles
Because different tasks are performed by different people in an organization, BizTalk provides a
modular toolset that offers the flexibility of a role-based user experience.
Information Workers/Business Analysts
The role of a business analyst is to define the rules and actions that make up a business process
and to define the key performance indicators used to monitor business activity. The analyst also
determines the flow of the business process and determines what information gets sent to each
application.
Business Activity Monitoring (BAM) enables monitoring of events and data produced by BizTalk
applications. Information workers use the BAM Excel Add-in to define the data they want BAM
to collect, and define the way in which the data will be shared. They use BAM activities to define
the data, and they use BAM views to define the data that other users can see. The Business
Activity Monitor (BAM) portal site can be used to monitor business processes and to view
aggregated data.
Information workers may also use the BizTalk Server 2010 Administration Console to maintain
trading partner information.
Developers
Developers use the design provided by the business analyst to create an application that models
the business process. BizTalk developer tools are integrated in Microsoft Visual Studio® 2010.
The developer uses these tools to perform tasks such as defining XML schemas for the business
documents, specifying the relationships between schemas, creating the orchestrations
necessary to implement the business process, and deploying applications to servers for testing
the business processes.
IT Professionals/Administrators
The administrator plays an important role by establishing a secure BizTalk environment, setting
up communications among the parts, deploying the application, and performing other
administrative tasks to manage the BizTalk environment and applications in a production
environment. The administrator role also includes the installation and configuration of a stable
and high-performance SQL server environment.
BizTalk Server 2010 Editions
Identify the differences between BizTalk Server 2010 editions.
Overview
Microsoft BizTalk Server 2010 is available in five editions designed to meet the needs of
organizations of different sizes and needs:

Enterprise Edition. BizTalk Server 2010 Enterprise Edition is targeted to large
organizations and trading hubs as well as digital marketplaces. Enterprise Edition offers
the complete set of BizTalk Server 2010 features. It supports an unlimited number of
internal applications running on multiple processors, and it supports clustered
deployments. Microsoft also offers a specialized edition of BizTalk Server 2010 named
the RFID Enterprise Edition that offers only RFID capability for integration of remote
RFID sensors.

Standard Edition. BizTalk Server 2010 Standard Edition is designed for small and
medium-sized organizations. It offers the same set of features as BizTalk Server 2010
Enterprise Edition, but the number of internal applications is limited to five. This is a
decrease of 5 internal applications, but there is no longer a limit to the number of
trading partners. Standard Edition will run on 2 CPUs on a single server.

Branch Edition. BizTalk Server 2010 Branch Edition is a new licensing option. Branch
Edition is designed for intra-enterprise hub and spoke scenarios. You can use Branch
Edition to integrate 1 internal application with a BizTalk Server “hub” that
coordinates/aggregates events across multiple Branch Editions. It is a subset of BizTalk
Server 2010 functionality that includes the technology adapters, RFID, mobile support
and Host Integration Server. Branch Edition does not include the application adapters,
the BizTalk Adapter Pack or any of the BizTalk accelerators. Branch Edition is limited to
2 CPUs on a single server with a single message box.

Developer Edition. BizTalk Server 2010 Developer Edition is available as a free download
from the Microsoft web-site. It provides the same set of features as Enterprise Edition,
but it is not licensed for production use. Developers can use this edition of BizTalk
Server 2010 in a development environment for application development and testing,
and for deploying applications to a full production environment.
Lesson 2: What’s New in BizTalk Server 2010?
Lesson objective:
Identify the new features and improvements for developers and administrators.
Overview
BizTalk Server 2010 builds on the previous version, BizTalk Server 2009, by offering many
improvements, including support for more efficient installations, new developer features new
management features and updated adapters. The administration features include a new BizTalk
Server Settings Dashboard, a new System Center Operations Management Pack and improved
trading partner management.
Installation and Setup
Identify new and improved installation and setup features.
Overview
There are two key improvements in the setup functionality provided by BizTalk Server 2010.
First, BizTalk Server 2010 provides full support for SysPrep which improves administrator
efficiency when scaling out a BizTalk Server Group. The second key improvement is the
clustering support offered by Windows Server 2008 R2, offering improved high-availability/failover support.
Full Support for SysPrep
BizTalk Server 2010 provides full support for SysPrep, making it easier replicate the disk image of
an existing BizTalk Server 2010 installation to new servers, including Hyper-V virtual machines.
Administrators can replicate the images from either a physical hard disk, or a virtual hard disk,
and use SysPrep to change the machine name.
Windows Server 2008 R2 Clustering
BizTalk Server 2010 can take advantage of the improved clustering support offered by Windows
Server 2008 R2. BizTalk Server can now be deployed in multi-site cluster scenarios, where
cluster nodes can reside on separate IP subnets and avoid complicated virtual LANs (VLANs).
Developer Tool Improvements
Identify new and improved developer tools.
Overview
The BizTalk developer tools have been enhanced in BizTalk Server 2010 from earlier versions.
BizTalk 2010 adds additional improvements to simplify developing BizTalk solutions.
Mapper Improvements
The BizTalk 2010 Mapper has been improved with a new user interface that eases development
of large transformations and provides new search and predictive matching functionality. The
new BizTalk Mapper also improves productivity by adding cut, copy, paste, move and undo
functions and improved support for documenting maps and readability. Readability
improvements include a new pan feature, and automatic scrolling that brings all of the relevant
links and functoids in to view when a user clicks on schema node.
Developer Tool Improvements
Identify new and improved developer tools.
Integration with AppFabric Workflows
BizTalk Server 2010 introduces a new feature “AppFabric Connect”, which combines features of
BizTalk Server development with .NET application development, enabling developers to:


Develop custom .NET applications that require connectivity to backend Line of Business
(LOB) systems like SAP, Oracle database, Oracle E-Business Suite, Seibel, and SQL Server
without writing custom code for LOB connectivity.
Develop XML-based data transformation using the BizTalk Mapper that can be launched
and used right within a .NET project.
AppFabric Connect uses Windows Workflow Foundation (WF) activities to programmatically
access BizTalk’s LOB connectivity and data transformation capabilities. This enables users to
easily create new composite applications using the WF model, which can be deployed, hosted
and managed in Windows Server AppFabric. AppFabric Connect also enables a class of short
running scenarios, such as Web-based queries, that don’t require the durability/persistence
provided by the traditional BizTalk Server message box architecture.
Deployment and Management Improvements
Identify new and improved deployment and management tools.
New BizTalk Server Settings Dashboard
The BizTalk Settings Dashboard in BizTalk Server 2010 is a new feature of the BizTalk
Administration Console that provides convenient access to all of the BizTalk performance
settings. Administrators can use the BizTalk Settings Dashboard to modify settings for the
BizTalk Group, and all the BizTalk Hosts and BizTalk Host Instances in that Group. In previous
versions, administrators had to access the settings in various locations including the Windows
registry, SQL Server databases and configuration files. The BizTalk Settings Dashboard supports
automated settings deployment with scriptable export/import operations.
New Database Administration Features
SQL Server backup compression is a new feature that is introduced in SQL Server 2008
Enterprise edition. In BizTalk Server 2010, backup compression enables administrators to create
compressed backups of BizTalk Server databases that are business critical and consume large
amounts of disk space. Creating compressed backups is supported only in SQL Server 2008
Enterprise and later versions.
When administrators run backup compression, custom databases that are a part of BizTalk
backup jobs will also be compressed. Database backups will happen without compression if
backup compression is enabled on databases that belong to non-enterprise editions of SQL
Server.
SQL Server 2008 Transparent data encryption (TDE) performs real-time I/O encryption and
decryption of the data and log files. The encryption uses a database encryption key. TDE
protects data "at rest", meaning the data and log files. It provides the ability to comply with
many laws, regulations, and guidelines established in various industries. This enables software
developers to encrypt data by using AES and 3DES encryption algorithms without changing
existing applications.
TDE does not provide encryption across communication channels. Encryption of the database
file is performed at the page level. The pages in an encrypted database are encrypted before
they are written to disk and decrypted when read into memory. TDE does not increase the size
of the encrypted database.
SQL Server 2008 Transparent data encryption (TDE) performs real-time I/O encryption and
decryption of the data and log files. The encryption uses a database encryption key. TDE
protects data "at rest", meaning the data and log files. It provides the ability to comply with
many laws, regulations,
Deployment and Management Improvements
Identify deployment and management improvements.
New System Center Operations Management Pack
The BizTalk Server 2010 Management Pack for System Center Operations Manager (SCOM)
provides comprehensive discovery and monitoring of BizTalk Server components and
applications.
The BizTalk Server 2010 Management Pack improves the visibility of an environment’s health
status by using color schemes to visually represent the health status of all BizTalk Server
artifacts. A stopped artifact is displayed as red, a started artifact is displayed as green, and an
artifact that has encountered any errors is displayed as yellow. In addition to indicating
highlighting the artifacts with errors, the BizTalk Server 2010 Management Pack provides
improved diagnostic support by including more detailed error information than did previous
versions.
The BizTalk Server 2010 Management Pack offers improved discovery of artifacts across multiple
machines. When SCOM monitors a multiple server environment, monitoring agents running on
the machines discover the same set of artifacts from the configuration database, resulting in
duplicate displays of an artifact in the SCOM console. With BizTalk Server 2010 management
pack, the monitoring agents discover the artifacts from a single machine, avoiding the
duplication.
The BizTalk Server 2010 Management Pack also offers improved discovery of relationships
between BizTalk artifacts. It optimizes the discovery of relationships by properly sequencing the
discovery of the artifacts before the discovery of relationships.
Improved Trading Partner Management
Maintaining the information required to manage trading partner relationships can be difficult
when many organizations are involved or when the parties change frequently. Previous releases
of BizTalk provided a functional party management offering that enabled customers to build
solutions that needed party management data, but it did come with a few challenges around
usability and scalability.
BizTalk Server 2010 offers improved trading partner management support to simplify the
integration of business processes with trading partners and manage trading partner
relationships. It offers improved scalability, and it provides a more intuitive user interface and
object model to reflect trading partners, their various businesses, partnerships and agreements
between partners.
The BizTalk Server 2010 trading partner implementation offers better control over user access
by introducing a new Windows role. Business users that are responsible for maintaining trading
partner data can be assigned to the new “BizTalk B2B Operator” role. The new role allows
windows users associated with the role to perform all party management operations, reducing
the burden on the BizTalk administrators to perform all trading partner management
operations.
BizTalk Server 2010 provides a party migration tool that helps upgrade customers to easily move
from previous versions of BizTalk without having to recreate hundreds of parties and
agreements
New and Updated Integration Adapters
Identify new and updated integration adapters.
Overview
BizTalk Server 2010 includes an improved FTP adapter and updated application adapters.
Improved FTP adapter
Previous versions of the BizTalk FTP adapter did not offer support for secure network
connections. The FTP adapter in BizTalk Server 2010 provides support for file transfers from an
FTPS server over Secure Sockets Layer (SSL)/Transport Level Security (TLS). SSL/TLS ensures data
confidentiality through encryption.
In the previous releases of BizTalk Server, the FTP adapter deleted the file after downloading to
avoid downloading the same file during a subsequent polling interval. Due to this design, the
adapter was limited to download files only from FTP locations that provided read-write access.
In BizTalk Server 2010, the FTP adapter supports download of files from read-only file locations.
The adapter now maintains a list of downloaded files in a database. When downloading a file,
the FTP adapter checks the list of files to determine whether or not the file has been
downloaded previously.
The FTP adapter available with the previous releases of BizTalk Server provided atomic file
transfer only for binary mode. In BizTalk Server 2010, the FTP adapter is improved to support
atomic file transfer for ASCII mode as well.
Updated Application Adapters
The BizTalk Server 2010 Adapter Pack provides connectivity to SAP 7, Oracle E-Business Suite
12.1, J.D. Edwards 9.0, SQL Server 2008 R2, Siebel and Oracle Databases. The BizTalk Adapter
Pack can be installed in conjunction with, or separately from, BizTalk Server. It is included in the
Enterprise, Standard and Developer Editions of BizTalk.
The SQL Server Adapter included in the BizTalk Server 2010 Adapter Pack replaces the SQL
Server adapter provided in previous versions of BizTalk.
The specialized BizTalk Adapter Pack Edition is no longer available as a separate product from
BizTalk Server. To purchase the BizTalk Server 2010 Adapter Pack for production use, you must
purchase either the Enterprise or Standard Edition of BizTalk Server 2010.
Upgrading Applications from Previous Versions of BizTalk Server
Describe considerations for upgrading from BizTalk Server 2006 R2 or 2009 to BizTalk Server 2010.
Upgrading to BizTalk Server 2010
BizTalk Server 2010 provides support for upgrades from BizTalk Server 2006 R2 or BizTalk Server
2010. Customers using older versions of BizTalk Server must first upgrade to either BizTalk
Server 2006 R2 or BizTalk Server 2009 before upgrading to BizTalk Server 2010.
BizTalk Server 2010 includes a Smart Setup feature that automatically scans and installs the
appropriate upgrade when upgrading from BizTalk Server 2006 R2 or BizTalk Server 2009.
Windows and SQL Server must be upgraded before upgrading BizTalk Server. Windows must be
upgraded to Windows Vista SP2, Windows 7, Windows Server 2008 or Windows Server 2008 R2.
SQL Server instances that are hosting BizTalk databases must be upgraded to SQL Server 2008
R2.
Developers must have Visual Studio 2010 installed on their workstations. BizTalk solutions
created in previous versions of Visual Studio will be upgraded automatically when opened in
Visual Studio 2010.
The document “Upgrading to BizTalk Server 2010 from BizTalk Server 2009/2006 R2” provides
detailed instructions for performing an upgrade. It is available on Microsoft’s web site.
Lesson 3: The BizTalk Server Development Environment
Lesson objective:
Identify system requirements and identify the most common tools used to develop BizTalk
applications.
Overview
The BizTalk Server 2010 development environment includes a number of tools for creating
schemas, designing business processes
System Requirements
Identify hardware and operating system requirements and required prerequisite services.
Operating System Requirements
BizTalk Server 2010 requires Windows Vista with Service Pack 2, Windows 7, Windows Server
2008 or Windows Server 2008 R2
Although a Windows Vista or Windows 7 installation would be satisfactory for a development
environment, Windows Server 2008 R2 would be the preferred choice for a production
environment.
Hardware Requirements
The minimum hardware requirements for any computer on which you intend to install BizTalk
Server 2010 for application development are as follows:

A 1-gigahertz (GHz) Intel Pentium–compatible CPU

2 gigabytes (GB) of random access memory (RAM)

10 gigabytes (GB) of available hard disk space
Hardware Recommendation (Developer)
For an optimal experience and increased performance when developing BizTalk applications, it is
recommended that you use at least the following hardware:

A 2-gigahertz (GHz) or higher Pentium–compatible CPU

3 GB or more of random access memory (RAM)

60 GB of available hard disk space
If using Hyper-V to host a virtual machine for BizTalk development, make sure that the physical
machine has sufficient resources to allocate the resources described above to the virtual
machine.
Software Requirements
Identify prerequisite and optional services required for a BizTalk development environment.
Visual Studio 2010
Before you install BizTalk Server 2010 Developer Edition, you must first install Visual Studio 2010
with C#. C# is used internally by BizTalk. Any custom components that will be used by BizTalk,
such as helper classes, can be written in any .NET language. It will be necessary to register these
custom components in the Global Assembly Cache (GAC) for BizTalk to access them.
SQL Server 2008 R2
You must have SQL Server 2008 with Service Pack 1 or SQL Server 2008 R2 installed on the
either on the computer running BizTalk Server, or it must accessible remotely.
Software Required for Optional Features
SQL Server Analysis Services must be installed if you plan on using Business Activity Monitoring
(BAM) or if you want to use the full features of message tracking.
Internet Information Server (IIS) 7.0/7.5 must be installed to use the BAM portal, to use
SharePoint, or to set up HTTP receive locations.
BizTalk Server 2010 is compatible with SharePoint Foundation 2010 or Windows SharePoint
Services 3.0 SP2.
Office Web Components 11 (SP1) must be installed to support the BAM portal.
Project Templates
Identify the Visual Studio project templates used to develop BizTalk applications.
Project Template
The BizTalk Server 2010 installation process adds the BizTalk Projects folder to the New Project
dialog box. The BizTalk Projects folder includes templates for creating the following types of
projects:

Empty BizTalk Server Project. Use the Empty BizTalk Server Project template when you
want to create a new application that runs on BizTalk Server 2010. This is the most
common BizTalk project type.

BizTalk Server BPEL Import Project. Use the BizTalk Server Business Process Execution
Language (BPEL) Import Project template to launch the BPEL Import Wizard. This wizard
will guide you through the necessary steps to import BPEL, WSDL, and XSD files into a
BizTalk Project. BPEL will be discussed further in Module 8.
Tools for Developers
Identify the purpose of the most common BizTalk developer tools.
Overview
The BizTalk developer tools are hosted in the Visual Studio 2010 environment and are used for
both messaging and orchestrations.
BizTalk Developer Tools
When the BizTalk Server 2010 developer tools are installed on a computer that has Visual Studio
2010 installed, several BizTalk project templates are available. When a project is created using
any of these templates, the following BizTalk developer tools become available as extensions in
Visual Studio:

BizTalk Editor helps you define schemas, which are used to describe the format of
messages that are used within organizations and between trading partners and which
will be processed by BizTalk Server 2010.

BizTalk Mapper presents source schemas and destination schemas side by side, making
it possible to define transformations between data fields in messages.

Pipeline Designer is used create custom pipelines that are used to process incoming and
outgoing messages. The pipelines implement such operations as encryption and
decryption, compression, reformatting, and validation.

Orchestration Designer enables you to create orchestrations that are used to model
business processes. The orchestration designer offers a toolbox of components to
model business processes.
Compiled Artifacts
The BizTalk artifacts (schemas, maps, pipelines, and orchestrations) that you create using the
developer tools just listed are compiled in Visual Studio as one or more assemblies (DLLs) that
can then be deployed to the BizTalk Server for testing or production.
BizTalk Schema Editor
Explain how the BizTalk Editor enables developers to define schemas.
Overview
BizTalk Server 2010 uses XML Schema Definition language (XSD) schemas to define the structure
of all messages it processes. Generally it is possible to work with schemas provided by thirdparty editors and schema creation tools. The BizTalk Schema Editor helps you define schemas,
which are used to describe the format of data that is processed within organizations and
between trading partners.
Each unique document type requires a separate schema that defines the records and fields
contained in the document. The XML schema defines:

The elements, attributes, and data types that appear on the document.

The ordering of tags in the document.

Fields that are mandatory or that may occur multiple times in a single document.
BizTalk Mapper
Explain how the BizTalk Mapper enables developers to create maps.
Overview
The BizTalk Mapper tool is used when it is necessary to map the contents of an incoming
message to a message format that can be processed by BizTalk. The BizTalk Mapper presents
the source schema and destination schema side by side, making it possible to define
transformations between the data fields in messages. You create a map when you want to
transform data that you receive or send from one message format to another. Compiling a map
created by the BizTalk Mapper generates an XSLT file for data transformation and translation.
Example
For example, if you receive a purchase order and want to insert the ShipTo address information
from the purchase order into an invoice, you can create a map that specifies how the
appropriate records and fields from an instance message corresponding to a source schema
should be moved to an instance message corresponding to a destination schema.
BizTalk Pipeline Designer
Explain how the how the Pipeline Designer enables developers to create pipelines.
Pipeline Designer
Pipelines are software components that are used to process messages. Messages can be
processed as they are received or just before they are sent through a send port. The Pipeline
Designer is a graphical tool that you can use to provide additional processing to messages such
as:

Normalizing data from various formats to XML.

Denormalizing data from XML to various formats.

Assembling and disassembling documents.

Decoding and encoding documents.

Decrypting end encrypting documents.

Assigning and verifying digital signatures.

Custom processing of messages.
BizTalk Orchestration Designer
Explain how the Orchestration Designer enables developers to build orchestrations.
BizTalk Orchestration Designer
BizTalk enables you to build executable business processes by using a design-time tool called the
Orchestration Designer. Rather than expressing the steps in a programming language, this tool
connects a series of shapes in a logical way to define a business process. After you have
completed an orchestration drawing, you compile your BizTalk project into an assembly that
encapsulates an executable orchestration.
BizTalk makes modeling business processes easier than could be performed by building an
integration application in a standard programming language such as C# or Visual Basic. As an
orchestration is being created, the BizTalk toolset writes C# behind the scenes (which is why C#
is required in Visual Studio 2010 regardless of the developer’s preferred language).
BizTalk Administration Console
Describe the tasks that can be performed using the BizTalk Server 2010 Administration Console.
BizTalk Server 2010 Administration Console
The BizTalk Server 2010 Administration Console is a Microsoft Management Console (MMC)
snap-in that can be installed on any computer running Windows Vista with Service Pack 2,
Windows 7, Windows Server 2008 or Windows Server 2008 R2. Similar to the BizTalk Explorer
tool, the Administrative Console enables you to view and manage the configuration details of
your BizTalk system.
Included in these management tasks are:

Viewing, managing, and configuring the BizTalk Configuration database.

Viewing installed assemblies.

Deleting installed assemblies

Enlisting, starting, stopping, and unenlisting orchestrations (enlisting is the process of
creating a subscription for messages).

Creating and editing send port groups, send ports, receive ports, and receive locations.

Creating and editing trading partner relationships.

Modifying settings for performance tuning.
The BizTalk Server 2010 Administration Console displays deployed assemblies organized into
BizTalk applications, which makes it easier to manage BizTalk and to export applications to other
servers.
Demo: The Visual Studio Development Environment
Learn how BizTalk Server project tools—including Orchestration Designer, BizTalk Editor, BizTalk
Mapper, and Pipeline Designer—are integrated as a unified development environment within Visual
Studio.
Start the Virtual Machine
1. If the Server Manager window is not already open, click on the Server Manager icon
located in the task bar next to the Start button.
2. Expand Roles, Hyper-V, Hyper-V Manager. The last node to appear displays the
machine name. Click on it to see the list of virtual machines available.
3. Double-click the virtual machine bt10d-demos to open a Virtual Machine Connection
window.
4. Click on the Action menu in the Virtual Machine Connection window and choose Start.
5. Once the virtual machine starts, press CTRL+ALT+END.
6. Log on using the user name Administrator and the password pass@word1.
7. At the Windows Activation prompt, click Ask Me Later, and then click OK.
Open BizTalk Editor
1. In Windows Explorer, navigate to C:\AllFiles\DemoCode\Module1\Demo, and then
double-click Demo.sln.
2. In Solution Explorer, double-click SalesOrder.xsd to open the SalesOrder schema in the
BizTalk Schema Editor.
3. In the left pane, right-click the <Schema> node, and then click Expand Schema Node.
The entire schema expands.
4. In the left pane, click the CustomerInfo record.
Notice that the XSD for the CustomerInfo record is highlighted.
5. Close the SalesOrder.xsd schema file.
Open BizTalk Mapper
1. In Solution Explorer, double-click SalesOrder_to_Restock.btm to open the map in the
BizTalk Mapper.
The BizTalk Mapper has three sections: the Source Schema, the Mapper Grid, and
the Destination Schema.
2. In the Source Schema, click the OrderTotal element.
This is the same schema that you examined in the previous part of the
demonstration.
3. Click the Functoids tab at the bottom of the Mapper Grid.
It is a good practice to place functoids on a separate page.
4. Click the StoreNumber field beneath the Detail record.
The Mapper will automatically pan to bring the relevant functoids in to view.
5. Point to the Toolbox tab on the left side of the Visual Studio window.
Functoids are dragged from the Toolbox to the Mapper Grid.
6. Close the SalesOrder_to_Restock.btm map file.
Open Pipeline Editor
1. In Solution Explorer, double-click SendEncryptedMessage.btp to open the
SendEncryptedMessage pipeline.
2. Point to the Toolbox tab on the left side of the Visual Studio window.
When designing pipelines and orchestrations, the pipeline components and
orchestration shapes are found in the Toolbox. You can drag them from the Toolbox
to the design surface.
3. Close the SendEncryptedMessage.btp pipeline file.
Open Orchestration Designer
1. In Solution Explorer, double-click ProcessOrder_Cash.odx.
The Orchestration Designer has the left and right port surfaces and the design
surface. Orchestration shapes are dragged from the Toolbox to the design surface.
The port surfaces hold orchestration ports that are responsible for sending and
receiving messages to and from the orchestration.
2. Point to the Toolbox tab on the left side of the Visual Studio window.
When designing orchestrations, you drag shapes from the Toolbox to the design
surface.
3. Click the Orchestration View tab located below Solution Explorer.
Orchestration View is where you configure orchestration-specific variable, such as
messages used, correlation, and role links.
4. Close all open windows, and shut down the virtual machine.
Lab: Examining a BizTalk Application
Time estimated: 30 Minutes
Scenario
Adventure Works is a retail sporting goods chain with 10 stores in the Pacific Northwest. The
company headquarters receives daily batches of orders from each retail store. These batches
are processed by a Microsoft BizTalk Server 2010 application.
In this lab, you will examine and test the BizTalk Server application that you will be building
throughout the remainder of this course. This application receives and processes sales orders. If
the application receives an order for a non-cash transaction, the loan application is
automatically approved or denied, based on predetermined business rules. If the credit
application is denied, the loan application is sent to a Microsoft Windows SharePoint Services
site for manual review. If the loan application is denied during the manual review process, the
order is canceled, and the store is notified. If the loan application is approved, the total loan
amount is evaluated to determine who the lender will be. Loans for less than $1000 are carried
by the Adventure Works finance department. Larger loans are managed by one of two banks,
based the customer’s credit rating. For all completed cash or credit transactions, the inventory
system is updated, and a sales order acknowledgement is generated.
Start the Virtual Machine
Procedure List
1. If the Server Manager window is not already open, click on the Server Manager icon
located in the task bar next to the Start button.
2. Expand Roles, Hyper-V, Hyper-V Manager. The last node to appear displays the
machine name. Click on it to see the list of virtual machines available.
3. Double-click the virtual machine bt10d-01 to open a Virtual Machine Connection
window.
4. Click on the Action menu in the Virtual Machine Connection window and choose Start.
5. Once the virtual machine starts, press CTRL+ALT+END.
6. Log on using the user name Administrator and the password pass@word1.
7. At the Windows Activation prompt, click Ask Me Later, and then click OK.
Ensure that the BizTalk Services are started
Procedure List
1. In Windows Explorer, navigate to C:\AllFiles.
2. Double-click startBtServices.cmd.
3. When prompted, press any key to close the command-line window.
Exercise 1: Examining the BizTalk Solution
Overview
BizTalk projects can contain four types of artifacts: schemas, maps, pipelines, and
orchestrations. In this exercise, you will examine the schemas, maps, and orchestrations that
make up the sales order processing application used by Adventure Works.
Start the Adventure Works BizTalk Application
Procedure List
1. On the Start menu, click All Programs, then click Microsoft BizTalk Server 2010, and
then click BizTalk Server Administration.
2. In BizTalk Administration Console, expand BizTalk Server Administration, BizTalk
Group, Applications
3. Right-click on Adventure Works and choose Start, then click on Start in the prompt that
appears.
Open the AdvWorks Solution
Procedure List
1. In Windows Explorer, navigate to C:\AllFiles\LabFiles\Lab1\AdvWorks and open
AdvWorks.sln.
The AdvWorks solution opens in Visual Studio.
Examine the SalesOrder Schema
Procedure List
1. In Solution Explorer, expand the Messaging project, and then double-click
SalesOrder.xsd to open the schema in the BizTalk Editor.
The SalesOrder schema represents the format of sales order messages that BizTalk
processes. These messages are received from various retail stores owned by
Adventure Works.
2. In the left pane, right-click SalesOrder, and then click Expand Schema Node.
3. Click the Detail record.
The Detail record contains information about the sales order, which includes the
store information and the name of the employee who took the order.
4. Click each field under the Detail record to examine the field’s properties.
Notice that the corresponding information in the XSD details pane is highlighted as
you select each field.
5. Click the CustomerInfo record.
The CustomerInfo record contains information about the customer, including
address and employment information.
6. Click the Items record.
The Items record is a repeating record of individual items in the sales order. The
Items record will repeat as many times as necessary to include all unique items in the
order. Also notice that the schema contains a Comment field, an OrderTotal field,
and a TermOfLoan field.
Examine the Restock Schema
Procedure List
1. In Solution Explorer, double-click Restock.xsd.
The Restock schema represents the format of restock messages. The restock
message is sent to the inventory system to automatically restock purchased goods.
2. In the left pane, right-click Restock, and then click Expand Schema Node.
3. Click the OrderID field.
4. Click the Products record.
The Products record is a repeating record and contains the Quantity and ID number
of the product that needs to be restocked.
Examine the SalesOrder_To_Restock Map
Procedure List
1. In Solution Explorer, double-click SalesOrder_To_Restock.btm.
This map is used to transform the data from the SalesOrder message to the Restock
message.
2. In the left pane, click the StoreNumber field beneath the Detail record.
3. Click the red square on the mapping surface.
This is a Concatenate Functoid. It is used to combine the data from the StoreNumber
and OrderNumber fields in the SalesOrder message to create a single OrderID field in
the Restock message.
4. Click the Item field beneath the Items record.
5. Click the purple square on the map surface.
This is a Looping Functoid. It is used to ensure that the Product record on the Restock
message will occur each time the Item field occurs in the SalesOrder message.
Examine the ProcessOrder_Cash Orchestration
Procedure List
1. In Solution Explorer, expand the Processes project, and then double-click
ProcessOrder_Cash.odx.
This is a basic orchestration. A sales order for a cash transaction is received, and two
new messages are constructed and sent. The Restock message is constructed by
using a map, whereas the completed sales order message is created by using an
expression shape.
Examine the ProcessOrder_Credit Orchestration
Procedure List
1. In Solution Explorer, double-click ProcessOrder_Credit.odx.
2. Right-click the orchestration design surface, point to Zoom, and then click 50%.
This orchestration is a little more complex. A sales order for a credit transaction is
received, and another orchestration is called. When calling an orchestration, the
message is passed to the called orchestration. The calling orchestration then waits
for the completed message to be sent back to it before continuing to process the
message.
3. In Solution Explorer, expand the LoanApproval project, and then double-click
ApproveLoan.odx.
This is the orchestration called by the ProcessOrder_Credit orchestration. The
message is transformed into a loan application by using a map, and then the loan
application is sent to the Business Rules Engine to be approved or denied based on a
collection of rules. If the loan application is approved, it travels down the left side of
the decide shape to be transformed again before being sent back to the
ProcessOrder_Credit orchestration. If the loan is not approved, it is transformed and
sent to a SharePoint site for manual approval or denial, and then passed back to the
ProcessOrder_Credit orchestration.
4. Switch back to the ProcessOrder_Credit orchestration.
If the loan application comes back from the Loan Approval orchestration as denied,
the message will travel down the right branch of the Loan Approved decide shape,
and then a message will be sent informing the store that the loan has been denied.
If the loan is approved, the message will travel down the left branch of the Loan
Approval decide shape. Restock and completed sales order messages will be created
similar to the ones created by cash transactions, and the message will be evaluated
again to determine whether the loan will be handled by the Adventure Works
financial department or sent to a bank for financing. If the loan is $1000 or less, it
will travel down the right branch and the LOANS table in the AdvWorks database will
be updated. If the loan is for more than $1000, another evaluation will take place to
determine which bank the loan will be sent to. If the loan-to-income ratio is less than
1.5, the message will be sent to the Woodgrove party. Everything else is sent to the
Northwind party. The orchestration waits for a response from the bank,
acknowledging that the loan application has been accepted.
Exercise 2: Test the BizTalk Application
Overview
BizTalk applications receive, process, and send messages. In this exercise, you will test the sales
order processing application by submitting test messages. You will see how cash and non-cash
(credit) messages are processed, how inventory is updated, how sales order acknowledgments
are generated, and how the loan approval process works.
Submit the CashSalesOrder1.xml Message
Procedure List
1. In Windows Explorer, navigate to and open
C:\AllFiles\LabFiles\Lab1\CashSalesOrder1.xml.
2. Examine the message.
Notice that this order is for 15.99 and has an OrderType of CASH, so it will be
processed through the ProcessOrder_Cash orchestration.
3. Close Microsoft Internet Explorer.
4. In Windows Explorer, copy CashSalesOrder1.xml to the SalesOrderIN folder.
Ensure that you copy the message rather than move it. After the message is
processed, it cannot be recovered.
5. Open the SalesOrderIN folder.
Notice that after a moment, the message you copied to this folder has been
processed and removed.
6. Navigate to the C:\AllFiles\LabFiles\Lab1\OUT folder.
Notice that a Complete{GUID}.xml message and a Restock{GUID}.xml message have
been created and sent to this folder.
7. Double-click Complete{GUID} to view the message in Microsoft Internet Explorer.
Notice that the comment field has been updated to state that the processing of this
order has been completed.
8. Close Microsoft Internet Explorer.
9. Double-click Restock{GUID} to view the message in Microsoft Internet Explorer.
Notice that the message is in the Restock schema format and contains the product
ID and quantity for the order.
10. Close Microsoft Internet Explorer.
11. Delete all of the messages in the OUT folder.
Test the Internal Financing Process
Procedure List
1. In Windows Explorer, navigate to C:\AllFiles\LabFiles\Lab1.
2. Open CredSalesOrder-Internal1.xml.
3. Notice that the CustomerName is Tude Palma, and then close Internet Explorer.
4. Open CredSalesOrder-Internal2.xml.
5. Notice that the CustomerName is Roland Hofmann, and then close Internet Explorer.
6. Open CredSalesOrder-Internal3.xml.
7. Notice that the CustomerName is Bryan Walton, and then close Internet Explorer.
8. Copy CredSalesOrder-Internal1.xml, CredSalesOrder-Internal2.xml, and
CredSalesOrder-Internal3.xml to the SalesOrderIN folder.
These three sales orders will be financed by the Adventure Works financial
department. When processed, each loan will update the LOANS table in the
AdvWorks database and generate a restock message and a completed order
message.
9. Navigate to the OUT folder and wait until the three Complete{GUID}.xml messages and
the three Restock{GUID}.xml messages appear.
10. On the Start menu, point to All Programs, point to Microsoft SQL Server 2008, and then
click SQL Server Management Studio.
11. In the Connect to Server dialog box, click Connect.
12. In Object Explorer, expand Databases, AdvWorks, Tables, right-click dbo.LOANS, and
select Select Top 1000 Rows.
13. In the query results window, notice the three entries: one entry each for Bryan Walton,
Roland Hofmann, and Tude Palma.
14. Close Microsoft SQL Server Management Studio.
15. In Windows Explorer, delete all the messages in the OUT folder.
Test the External Financing Process
Procedure List
1. In Windows Explorer, navigate to C:\AllFiles\LabFiles\Lab1.
2. Open CredSalesOrder-Northwind.xml, and then notice that the CustomerName is Josh
Pollock.
This order fulfills all requirements to be approved by the business rules engin, and
will be sent to Northwind for financing.
3. Close Microsoft Internet Explorer.
4. Open CredSalesOrder-Woodgrove.xml, and then notice that the CustomerName is
Armando Pinto.
This order fulfills all requirements to be approved by the business rules engine and
will be sent to Woodgrove for financing.
5. Close Microsoft Internet Explorer.
6. Copy CredSalesOrder-Northwind.xml and CredSalesOrder-Woodgrove.xml to the
SalesOrderIN folder.
7. Navigate to C:\AllFiles\LabFiles\Lab1\Woodgrove, open the
WoodgroveNotice{GUID}.xml file that appears, notice that the CustomerName is
Armando Pinto, and then close Microsoft Internet Explorer.
8. Move the WoodgroveNotice{GUID}.xml file from the Woodgrove folder to the BankAck
folder.
The step represents receiving an acknowledgment from the lender verifying that the
loan will be financed. The message is processed and completes the orchestration
instance.
9. Navigate to C:\AllFiles\LabFiles\Lab1\Northwind, open the
NorthwindNotice{GUID}.xml file that appears, notice that the CustomerName is Josh
Pollock, and then close Microsoft Internet Explorer.
10. Move the NorthwindNotice{GUID}.xml file from the Northwind folder to the BankAck
folder.
The step represents receiving an acknowledgment from the lender verifying that the
loan will be financed. The message is processed and completes the orchestration
instance.
11. Delete all the messages in the OUT folder.
12. Open C:\AllFiles\LabFiles\Lab1\CredSalesOrder-Denied-Northwind.xml, and then
notice that the Customer Name is Alex Hankin.
This order does not fulfill the requirements to be approved by the business rules
engine, but it can still be approved manually. If approved manually, it will be sent to
Northwind for financing.
13. Close Microsoft Internet Explorer.
14. Open C:\AllFiles\LabFiles\Lab1\CredSalesOrder-Denied-Woodgrove.xml, and then
notice that the Customer Name is David Barber.
This order does not fulfill the requirements to be approved by the business rules
engine, but it can still be approved manually. If approved manually, it will be sent to
Woodgrove for financing.
15. Close Microsoft Internet Explorer.
16. Copy CredSalesOrder-Denied-Northwind.xml and CredSalesOrder-DeniedWoodgrove.xml to the SalesOrderIN folder.
17. In Internet Explorer, navigate to http://localhost/LoanApplications.
18. Click the first message, and then in the File Download dialog box, click Open. If the
Microsoft Office Activation Wizard window appears, click on its Cancel button.
Take note of the Applicant Name; it is either Alex Hankin or David Barber.
19. In the Status list, choose Approved, and then close the form, saving your changes.
20. In the SharePoint navigation menu in Internet Explorer, click on All Documents and
choose Evaluated from the drop-down list.
The Evaluated view shows applications that have been approved or denied. Notice
that the message you modified has been picked up for processing. This may take up
to one minute to occur, so you may have to refresh your browser.
21. Click on Evaluated in the SharePoint navigation menu and choose All Documents from
the drop-down list. Click the remaining message, and then in the File Download dialog
box, click Open. If the Microsoft Office Activation Wizard window appears, click on its
Cancel button.
Take note of the Applicant Name; it is either Alex Hankin or David Barber.
22. In the Status list, choose Denied, and then close the form, saving your changes.
23. Refresh the page, and notice that the message has been picked up for processing.
This may take up to one minute to occur.
24. In Windows Explorer, navigate to C:\AllFiles\LabFiles\Lab1\OUT, and then open the
Denied{GUID}.xml message.
This is the denial message for the loan application you manually denied. The
complete and restock messages for the loan you approved are also here.
25. If you approved the loan for David Barber, navigate to
C:\AllFiles\LabFiles\Lab1\Woodgrove; if you approved the loan for Alex Hankin,
navigate to C:\AllFiles\LabFiles\Lab1\Northwind.
26. Open the newest message in the folder, and notice that this is the loan that you
manually approved.
27. Close all open windows.
Download