Microsoft BizTalk Server 2009 Technical Overview

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1 Microsoft BizTalk Server 2009 Technical Overview Microsoft Corporation April 2009 Abstract Microsoft BizTalk Server 2009 helps organizations meet the challenges of creating automated business processes that connect diverse systems. From its initial roots in EAI and B2B integration, BizTalk Server continues to add new capabilities and engine improvements that allow developers to create powerful service-oriented architectures and business process integration and management solutions, and that enable administrators and business users to more effectively monitor ongoing business processes. BizTalk Server 2009 represents the next release in Microsoft s long-term strategy to enable the connected enterprise. This technical overview provides you with a guided tour of BizTalk Server It provides a walkthrough of the important features and business benefits of BizTalk Server and provides a detailed primer on how developers, administrators, and business users use BizTalk Server to develop and manage business process solutions.

2 The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This technical overview is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Unless otherwise noted, the companies, organizations, products, domain names, addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred Microsoft Corporation. All rights reserved. Microsoft, BizTalk, Hyper-V, InfoPath, PerformancePoint, SharePoint, Visual Studio, Windows, Windows PowerShell, and Windows Server are trademarks of the Microsoft group of companies. SAP, R/3, mysap, mysap.com, xapps, xapp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. All other trademarks are property of their respective owners. 2

3 Contents Microsoft BizTalk Server 2009 Technical Overview... 1 Abstract... 1 PRODUCT OVERVIEW...5 BizTalk Server 2009 Key Capabilities... 5 New Features in BizTalk Server Updated Platform Support... 6 Hyper-V Virtualization Support... 6 Improved Failover Clustering... 6 Enhanced Business Activity Monitoring (BAM)... 6 Enhanced Support for AS Enhanced Support for EDI... 7 Improvements to Host Integration Server 2009 and the BizTalk Adapters for Host Systems... 7 BizTalk RFID... 7 Universal Description Discovery and Integration (UDDI)... 7 Enterprise Service Bus BizTalk Adapter Pack... 9 Changed features and tools... 9 The Role of BizTalk Server in a Service-Oriented Architecture BizTalk Server Business Scenario How BizTalk Server Works The Publish/Subscribe Model How Messaging and Orchestration Services Process Messages Building a BizTalk Application BizTalk Projects and Assemblies CREATING A MESSAGING APPLICATION Building Schemas Mapping Data Connecting Through Adapters Processing Messages Through a Pipeline BUILDING A BIZTALK ORCHESTRATION Orchestration Designer The BizTalk Orchestration Engine

4 Calling External Assemblies Service Integration Scenarios BizTalk Service Integration Capabilities BizTalk Orchestration in SOA Designs THE BUSINESS RULES FRAMEWORK The Business Rule Composer Business Rule Policy The Rule Engine Deployment Wizard BUSINESS-TO-BUSINESS INTEGRATION EDI Parties BizTalk Server Accelerators BUILDING RFID SOLUTIONS BizTalk RFID Infrastructure MONITORING BUSINESS ACTIVITY Business Activity Monitoring (BAM) BAM Activities BAM Views Aggregating and Filtering Data Gaining Better Visibility in SOA Solutions MANAGEMENT AND OPERATIONS Deploying a BizTalk Application Tracking and Debugging BizTalk Processes Using the Group Hub Page Monitoring BizTalk Applications Using MOM Implementing Load Balancing Securing Applications SUMMARY

5 Product Overview BizTalk Server is Microsoft's premier server for building business process and integration solutions. BizTalk Server 2009, the sixth major version of the product, builds on the innovation and success introduced by the previous four versions and now includes full support and integration with Windows Server 2008, SQL Server 2008, and Visual Studio BizTalk Server 2009 offers significant improvements and capabilities over BizTalk Server 2006 R2 for connecting applications and businesses, automating and managing business processes, and building solutions based on a service-oriented architecture. What used to take customers months and years to design and implement can now be accomplished in just days and weeks. BizTalk Server 2009 Key Capabilities BizTalk Server provides a host of capabilities that enable developers to create powerful business process integration and management solutions and allow administrators and business users to effectively monitor ongoing business processes. BizTalk Server 2009 includes the following core capabilities: Messaging. BizTalk Server enables the efficient processing of incoming and outgoing messages. This capability provides connectivity to disparate systems and trading partners through a variety of file formats and adapters and is enforced by message-level security. Orchestration. BizTalk orchestration provides transactional and non-transactional message processing through centrally managed business processes. Orchestrations enable the automation and standardization of complex processes that are composed in an intuitive visual drawing and executed by the BizTalk Orchestration engine at run time. Business Rules Framework. The Business Rules Framework enables the creation of business rule policies that define the logic for a given business process. The policy logic abstracts the business process logic out of an orchestration. This enables updates to be made to the business process logic without requiring recoding of the orchestration. Business-to-Business integration. Electronic transactions with trading partners can play a vital role in enterprise business processes. BizTalk Server enables business-to-business integration through industry standards and well-established protocols such as Electronic Data Exchange (EDI) data (including X12, EDIFACT, and HIPAA support) and Availability Statement 2 (AS2) data for EDI over the Internet. BizTalk Server Accelerators speed up the development of B2B solutions within specific industry segments that adhere to specific protocols such as SWIFT, HL7, and RosettaNet. BizTalk RFID. BizTalk RFID provides a device management and event processing platform that enables the development, deployment, and management of Radio Frequency ID (RFID) and sensor solutions. Business Activity Monitoring (BAM). BAM provides real-time monitoring and archived statistical data of BizTalk processes. BAM enables business users to gain true end-to-end visibility of these processes. Management and operations. BizTalk Server has robust management of the BizTalk Server runtime environment, including application management, application deployment, host management, and process execution tracking and reporting. Tools. BizTalk Server provides a number of tools that help configure, design, deploy, manage, and view BizTalk processes and capabilities. These tools come in a variety of forms; some are integrated into Microsoft Visual Studio 2008, some are add-ins to the Microsoft Management Console (MMC), while others are Web-based. 5

6 This technical overview will provide you with a technical overview of these BizTalk Server 2009 capabilities. For more detailed information, refer to the BizTalk Server 2009 Capabilities Guide and Poster. New Features in BizTalk Server 2009 BizTalk Server 2009 builds on the core architecture of BizTalk Server 2006 and makes strides in many aspects of application-to-application, business-to-business, and business-process automation. The following is a list of both new and enhanced features in this release. Updated Platform Support BizTalk Server 2009 supports the latest Microsoft platform technologies, including Windows Server 2008, SQL Server 2008, Visual Studio 2008 SP1, and the.net Framework 3.5 SP1. These platform updates enable greater scalability and reliability, and many advances in the latest developer tools. Integration with Windows Server 2008 offers modular, minimal installation, improved network performance and control, improved high availability features, enhanced administration and management with Server Manager and Windows PowerShell command-line interface, and enhanced virtualization with Hyper-V. Integration with SQL Server 2008 (while maintaining support for SQL Server 2005) offers better manageability and scalability, an optimized virtual SQL Server implementation, improved performance (especially in a 64-bit environment), BAM enhancements, support for Unified Dimensional Model (UDM) cubes in SQL Server Analysis Services, and scalable realtime aggregation. Integration with Visual Studio 2008 SP1 introduces a number of improvements to the underlying Visual Studio-based BizTalk project system, which enhances debugging support for artifacts such as BizTalk maps (XSLT), pipeline components, and XLANG orchestrations, BizTalk Server 2009 enables support for unit testing with Microsoft Visual Studio Team System 2008 Test Edition. With new support for the latest version of.net Framework and improved integration with Visual Studio, developers can now take advantage of BizTalk artifact property pages being integrated into Project Designer tabs, as well as migration with the Visual Studio Project Update Wizard, support for the Microsoft Build Engine (MSBUILD), and support for both release and debug builds. One new component of Microsoft Visual Studio Team System 2008 Team Foundation Server is the Application Life-Cycle Management (ALM) feature. This enables development teams to leverage the integrated source control, bug tracking, support for team development, integration with Microsoft Office Project Server 2007, and support for automating builds by using MSBuild. Hyper-V Virtualization Support BizTalk Server 2009 takes advantage of the latest virtualization improvements included as part of Windows Server 2008 Hyper-V, which can lead to reduced costs through lower hardware, energy, and management overhead, plus the creation of a more dynamic IT infrastructure. Improved Failover Clustering By taking advantage of Windows Server 2008 clustering, BizTalk Server can now be deployed in multisite cluster scenarios, where cluster nodes can reside on separate IP subnets and avoid complicated VLANs. Enhanced Business Activity Monitoring (BAM) By expanding the system-provided BAM functionality with SQL Server 2008 Analysis Services, BizTalk Server 2009 provides support for UDM cubes and scalable real-time aggregations, which enhances support for Microsoft PerformancePoint Server

7 Enhanced Support for AS2 Transmitting EDI transactions over the Internet is an efficient alternative to sending and receiving EDI using value-added networks (VANs). Using the Internet for data exchange reduces costs, increases efficiency, and has advantages in terms of redundancy and scalability. To support this trend, BizTalk Server 2006 R2 introduced support for EDIINT AS2 (Applicability Statement 2). AS2 is a specification that enables transport of business data over the Internet in a safe and reliable manner. BizTalk Server uses AS2-defined methods to send, receive, encrypt, decrypt, decompress, sign, and verify signatures between partners using HTTP over the Internet. BizTalk Server helps ensure the security of messages through the use of encryption keys, digital signatures, certificates, and non-repudiation. BizTalk Server 2009 expands these capabilities with support for multiple message attachments, configurable auto message resend, end-to-end file name preservation, improved reporting to address new features, and Drummond recertification. Enhanced Support for EDI Electronic Data Interchange (EDI) is one of the most prevalent means by which businesses exchange data electronically. It represents approximately 75 percent of all business-to-business electronic transactions and grows at about 5 to 7 percent per year. EDI usage entails message syntax and standards (including ANSI X12 and UN/EDIFACT), messaging protocols, and transports. BizTalk Server 2006 R2 introduced the ability to process EDI messages using EDI pipeline components, as well as AS2 support. BizTalk Server 2009 improves EDI support with control of envelope headers, automatic rollover of control numbers, configurable content delimiter character, support for multiple batches per party, HIPAA schemas now supporting equivalent segments, and updated reporting to cover all new features. Improvements to Host Integration Server 2009 and the BizTalk Adapters for Host Systems In addition to the new platform support, Host Integration Server now offers two new features: the WCF Channel for WebSphere MQ (Transport Channel, Data Format Channel Encoder), and the WCF Service for Host Applications (based on Transaction Integrator). Host Integration Server also offers support for new versions of IBM products such as CICS, IMS, CICS HTTP transport, DB2, DB2/400, and DB2 Universal Database. Transaction Integrator now has a fully managed runtime, extended data conversions, and performance improvements. The Host Files & DB2.NET Data Provider offer extended data conversions, performance improvements, the entity data model provider, Workflow Foundation for data activity scenario, an offline file load scenario, the BizTalk Adapter for WebSphere MQ, and a pipeline data conversion component which works with Visual Studio Designer. BizTalk RFID BizTalk RFID has been extended to mobile devices (such as handheld devices and forklift readers), and integrates with BizTalk Server. It also offers support for key industry standards, enabling the use of new readers with Low Level Reader Protocol (LLRP), machine readable tag data standards (TDT for EPC), and Web Services for device management and Discovery, Configuration, Initialization (DCI). Universal Description Discovery and Integration (UDDI) Version 3.0 of UDDI supports registry affiliation, subscription API, digital signatures, and other extended discovery features. Microsoft Enterprise Service Bus Guidance 2.0 Microsoft Enterprise Service Bus (ESB) Guidance 2.0 is an offering from the Microsoft Patterns & Practices (P&P) team ( that includes architectural guidance, patterns, practices, and a set of BizTalk Server 2009 and.net components to simplify the development of an Enterprise Service Bus (ESB) on the Microsoft platform. ESB Guidance 2.0 7

8 extends the capabilities of Microsoft BizTalk Server 2009 to support a loosely coupled messaging architecture. Most developers are familiar with code-oriented, procedural, or object-oriented development paradigms; however, when starting to develop BizTalk Server solutions, developers tend to overlook the message-oriented capabilities of BizTalk Server. BizTalk Server includes a powerful publish/subscribe mechanism that works by creating and filling subscriptions. When a new message arrives in the MessageBox database, a message agent identifies subscribers and sends the message to any endpoints that have subscriptions. Subscriptions can be created in several ways, including binding an orchestration to a receive port, having a correlated receive waiting for a message, or creating a send port with a filter condition that matches a property of the message (such as the type, the receive point, or the value of a routable property). By providing this efficient and scalable approach, BizTalk Server enables developers to create a series of discrete sub-processes, define the types of messages that trigger their invocation, and not worry about the sequence. A process initiated by the arrival of a message performs its processing on the message, and may then deliver this or another message to the MessageBox database, which in turn may activate one or more sub-processes. Microsoft provides key building blocks that are required for building comprehensive service-oriented Infrastructures, including Windows Server 2008,.NET Framework, and BizTalk Server Microsoft ESB Guidance 2.0 is founded on BizTalk Server 2009 because it provides the basis for the most common ESB services, including the following: Message routing Message validation Message transformation Extensible adapter framework for connectivity Service orchestration Business rules engine Business activity monitoring Web service and WS-* integration (WCF adapter) Microsoft ESB Guidance 2.0 extends the functionality of BizTalk Server 2009 to provide a range of new capabilities focused on building robust, connected, service-oriented applications. Microsoft ESB Guidance 2.0 treats BizTalk Server components as individual units of work that can be connected as desired to form loosely coupled solutions. The following are some of the core capabilities provided by ESB Guidance 2.0 to enhance BizTalk Server 2009: Policy-driven mediation: o o o Provides itinerary-based service invocation that supports lightweight service composition at the time of message publication. The Itinerary mechanism dynamically resolves service endpoints and mediation requirements, and routes messages using a registry or the rules engine. This approach enables developers to implement loosely coupled patterns such as VETO/VETRO. Adds support for server-side itineraries, processing instructions that are dynamically added to messages upon receipt. Hosting itineraries in a central location enables the ESB to process messages from clients that are completely unaware of itineraries or the internal processes that will process submitted messages. Uses an enhanced version of Microsoft ESB Resolver and Adapter Provider Framework, which enables dynamic resolution of endpoints and transformation requirements, effectively decoupling the consumer from the services. 8

9 Connecting systems: o o o o o Provides pipeline components that perform normalization of XML message namespaces. Provides WebSphere MQ connectivity. Facilitates messaging patterns that enable dynamic service aggregation, message routing, message validation, and message transformation. Incorporates service registry and repository integration using UDDI 3.0 and WS- MetadataExchange. Supports the LOB adapters that are addressed through WCF-Custom. Management and monitoring: o o o o o SOA governance: o BizTalk Adapter Pack Implements exception mediation and fault management. Includes a sample Web portal that facilitates message repair and resubmission. Provides BizTalk Server endpoint and registry integration, management, and publication. Provides a centralized repository of versioned server-side itineraries. Supports reporting and analytics for exceptions, alerts, and registrations. Integrates with third-party SOA governance solutions, including management agents for BizTalk Server 2009 from AmberPoint and SOA Software. The Windows Communication Foundation Line of Business (WCF LOB) SDK & BizTalk Adapter Pack 2.0 is now upgraded to the latest platform. In addition to enhancements to the existing adapters, the pack includes two new adapters: the BizTalk Adapter for SQL Server and BizTalk Adapter for Oracle ebusiness Applications. Changed features and tools The following features and tools were available in BizTalk Server 2006, and are replaced by new features in BizTalk Server Base EDI Adapter BizTalk Server 2009 includes support for processing EDI and AS2 messages using XSD-based EDI schemas and pipeline components. This feature replaces the Base EDI Adapter and schemas included in previous releases of BizTalk Server. MSMQt Adapter The MSMQt adapter is not included in BizTalk Server To communicate with Microsoft Message Queuing (MSMQ,) use the MSMQ adapter. Human Workflow Services (HWS) HWS is not included in BizTalk Server As an alternative, you should now use Windows Workflow Foundation, which is installed as part of the.net Framework. Business Activity Services (BAS) Business Activity Services (BAS) is not included in BizTalk Server You can use the EDI and AS/2 features for this functionality. BizTalk Server Migration Project The BizTalk Server Migration Project enabled migration BizTalk Server 2002 artifacts to a BizTalk Server 2006 project. The BizTalk Server Migration Project is not included in BizTalk Server BizTalk Server 2009 uses the Visual Studio.NET Migration Wizard to migrate BizTalk Server projects and artifacts from earlier versions of BizTalk Server. (Note that migration of projects and artifacts from versions earlier than BizTalk Server 2006 is not supported.) 9

10 Health and Activity Tracking (HAT) Tool The tracked services and tracked messages reports that used to reside in the HAT module are now part of the New Query tab of the HUB group page. The Role of BizTalk Server in a Service-Oriented Architecture Service-Oriented Architecture (SOA) is an IT architectural style that supports the transformation of IT assets into a set of linked services or repeatable business tasks that can be accessed as needed over a network. The value of implementing BizTalk Server as a platform for SOA is apparent when you consider how an organization can improve operational processes, achieve greater alignment of IT with the business goals, and maximize the reuse of IT assets through composite applications. The BizTalk messaging capability contributes to service orientation by enabling applications to be exposed as services, or rather by creating service façades that enable the application to interact with other services. BizTalk orchestration provides the ability to design workflows to automate business processes and to compose services from multiple service providers. By providing real-time visibility into BizTalk and non-biztalk processes, Business Activity Monitoring (BAM) is a major asset in the realm of management and governance. As an example, BizTalk Server can play a major role in SOA by allowing enterprises to implement very agile service oriented infrastructure using the Enterprise Service Bus (ESB) Guidance 2.0 For more information on creating SOA solutions using Microsoft products and technologies, refer to BizTalk Server Business Scenario BizTalk Server 2009 supports a broad spectrum of business scenarios and industries from financial services to manufacturing and healthcare. To understand how BizTalk Server solves common business problems, we ll use a sample scenario throughout this technical overview to demonstrate how a fictitious company, Northwind Traders, has implemented BizTalk Server as an integration and business process management solution to support its supply chain business requirements. Northwind Traders is large retail chain store with locations throughout the United States. Northwind Traders has several LOB applications that are used to manage internal business processes at different levels within the company. A CRM application is used to manage customer account information for the sales department and a centralized ERP application is used to manage inventory for the entire business. 10

11 Figure1: The Northwind Traders business scenario Each store has a custom inventory application that is used to maintain inventory for that particular store. Each of these systems presents its own unique integration challenges. Additionally, in the past Northwind Traders has had difficulty with accurate inventory tracking within and to a given store and has decided to implement an RFID strategy to better track inventory. Northwind Traders has hundreds of suppliers located throughout the world that provide Northwind Traders with its in-store products. Integration with these trading partners has been one of the greatest challenges for Northwind Traders since each partner often uses it own proprietary systems and unique document formats to exchange purchase order information and shipping acknowledgments. Also, changing or adding new suppliers has always been a time-consuming process that requires several layers of approvals and sometimes even changes to the business process itself. Finally, as with many companies, Northwind Traders has had challenges in enabling its business managers to make timely and critical business decisions due to lack of information about the state of various business processes. Latency in inventory and sales reporting information has often resulted in loss of sales opportunities and prevented managers from executing on critical buying opportunities. As you review this technical overview, you will learn how Northwind Traders has successfully implemented BizTalk Server 2009 to solve many of its integration and business process automation requirements. How BizTalk Server Works At the core of BizTalk Server 2009 are the Messaging Engine and the Orchestration Engine, which provide the underlying architecture for integrating and exchanging messages between various services, both within and outside your organization. The BizTalk Messaging Engine: Receives inbound messages. Parses inbound messages to identify their specific formats. 11

12 Evaluates message content to identify how the message is to be routed and processed. Delivers messages to their respective destinations. Tracks the status and state of documents. The BizTalk Orchestration Engine, in contrast, coordinates and schedules message processing and performs complex logic on the message as it is passed through a defined workflow. The Publish/Subscribe Model BizTalk Server implements the publish/subscribe model to route messages. The publish/subscribe model enables developers to design processes and services that subscribe to messages rather than create point-to-point connections between two services. This enables new service providers and consumers to be added or existing services to be modified without having to redesign the application. In this model (as shown in Figure 1) the message providers, also called the publishers, submit messages to a central store (the MessageBox database). The subscribers, which can be send ports or orchestrations, subscribe to specific messages. After the MessageBox receives a message of interest, the message is delivered to all subscribers. Subscriptions in BizTalk Server are based on matching expressions to name and value pairs associated with each message that is processed by BizTalk Server. These name and value pairs are known as message context properties. Each BizTalk message has a message context associated with it, which travels with the message as it is processed by BizTalk Server. The message context is represented in memory as an object, and persisted with the message as a set of name and value pairs when stored in the MessageBox database. When a message is received by the MessageBox, certain message context properties are evaluated against known subscriptions, which are expressions made up of potential message context properties and values and operators (such as And, Or, and Exists ). For example, in the Northwind Traders solution, restock orders are submitted by each retail store. These orders are received by BizTalk Server where they are routed to the orchestration that is responsible for coordinating the restock process across multiple systems. As this orchestration processes the restock order, it will eventually create a purchase order and send it to a subscribing send port to reach a specific supplier. 12

13 How Messaging and Orchestration Services Process Messages Figure 2. The BizTalk Server publish/subscribe model Figure 2 shows how BizTalk Server implements the publish/subscribe model. 1. Messages enter the BizTalk Server system through a receive port. Each receive port contains one or more receive locations. Each receive location is configured with an adapter, which defines the communication method used to connect to and receive data from an external system or application, such as a file folder, an HTTP site, an SQL database, or a third-party application. 2. The received message is processed by the receive pipeline. A pipeline can contain various components that help decrypt a secure message, split batched messages, convert a message from its native format into an XML document, or validate the digital signature of a message. 3. Receive ports can optionally be configured with one or more maps, which transform messages from one data structure to another. Maps are used to transform messages from various disparate formats to a single internal or canonical format used by the BizTalk application. 4. The message is then delivered to a Microsoft SQL Server database, called the MessageBox. When a message arrives in the MessageBox, the metadata associated with the message is evaluated against the existing subscriptions to determine which send ports or orchestrations the message should be delivered to. 5. An orchestration defines the logic that controls a business process workflow. A business process can use one or more orchestrations. Each of these orchestrations consists of specific types of shapes that are used to express conditions, loops, and other behaviors. 13

14 6. The message, which may or may not be processed by an orchestration, can be delivered to a send port. The send port can transform the message data using a map and then process the message through a send pipeline. 7. The send pipeline may convert the message from the internal XML format used by BizTalk Server to the format required by its destination as well as encrypt the message for secure communication. 8. The send port then uses an adapter to connect and transmit the data to the external system or application. Building a BizTalk Application BizTalk Server 2009 provides a rich set of development tools for designing, organizing, and building the various elements of a BizTalk application. The BizTalk project system is hosted in Visual Studio 2008 and provides developers with a fully integrated design experience to create parts of a BizTalk application or an entire business solution. As shown in Figure 3, the core element of a BizTalk solution is a BizTalk project a collection of items (artifacts) including schemas, orchestrations, pipelines, maps, Web message types, classes, and references. These artifacts are compiled into an assembly before deployment for testing or to a production environment. Figure 3. BizTalk projects hosted within Visual Studio 2008 BizTalk Projects and Assemblies A simple BizTalk Server business application may consist of a single BizTalk project compiled into a single assembly. However, a more complex business solution that integrates many disparate systems and processes may require many different assemblies that are deployed individually to several different BizTalk Server computers. Individual BizTalk projects can be developed separately by different developers who are responsible for specific parts of an application. These projects can be deployed individually or combined into a single application solution. 14

15 A BizTalk project consists of one or more artifacts, which are saved as specific file types. Each type of artifact plays a specific role in the BizTalk solution. The BizTalk project system provides a corresponding graphical design tool for creating and modifying each type of artifact. Schemas. A schema provides a definition for the structure of the data within an XML message. While BizTalk Server natively processes XML formatted messages, special extensions of the XSD standards enable BizTalk Server to process EDI and flat-file messages. BizTalk Editor is the design tool that simplifies the process of defining schemas. Maps. A map is used to transform the data from one structure to another. BizTalk Mapper is the design tool that presents a source schema and destination schema side-by-side and enables you to define transformations between the data elements of different messages. Pipelines. A pipeline performs a variety of operations to prepare incoming or outgoing messages for further processing. Pipeline Designer enables you to implement operations such as encryption and decryption, compression, reformatting, and validation. Orchestrations. An orchestration represents the workflow for a business process. Orchestration Designer enables you to design the logic and flow for an orchestration by dragging and configuring different graphical shapes to the designer surface. 15

16 Creating a Messaging Application The BizTalk Server 2009 messaging subsystem enables communication with a wide range of systems and applications. It supports the conversion to and from different data formats to handle proprietary protocols and standards-based services. BizTalk Server relies on the use of structured documents for all internal messaging and orchestration operations. Regardless of the format of the incoming message (for example, XML, flat-file, or EDI) the BizTalk messaging and orchestration engines can only process XML formatted messages internally. To create a basic message processing application, a developer must: 1. Create the schema definitions for all types of messages to be processed by BizTalk Server. 2. Create one or more maps to transform the data from one schema structure to another. 3. Configure the receive ports and receive locations to enable the receiving of messages. 4. Configure the send ports for the sending of data to external systems. 5. Create a custom pipeline for any custom processing that the message data requires. Building Schemas The schemas processed by BizTalk Server can come from a variety of different sources. A schema definition might be predefined by some external application or it might be sent by a trading partner. To integrate with an existing EDI application, BizTalk Server provides over 8,000 different schemas to support existing EDIFACT and X12 message standards. However, in many cases you will have to create the schemas yourself for XML or flat-file document structures by using BizTalk Editor. Supported Schema Types BizTalk Server 2009 natively supports the following schema types: XML. The BizTalk messaging and orchestration engines require that all messages be in XML format. An XML schema defines the hierarchical structure of an XML message. BizTalk Server identifies and validates all messages against an associated schema. Flat-file. A flat-file schema defines the structure of messages that are received in a flat-file format. A flat file can be either delimited or positional. The XML Schema Definition language (XSD) does not natively support the flat-file structure; therefore, BizTalk Server uses the annotation capabilities of XSD to store this extra information within the XSD schema itself. BizTalk Server defines a rich set of specific annotation tags that can be used to store all of the required additional information. EDI. BizTalk Server enables the creation and use of schemas to represent standard EDI document formats such in EDIFACT and X12. An EDI message is a variation of a text message and does not use typical delimiters such as carriage returns and linefeeds. As with flat-file schemas, BizTalk Server uses the annotation capabilities of XSD to store the extra information related to the format of the EDI messages. It's not uncommon for a single solution to use all three schema types. In the case of Northwind Traders, all communications between Northwind Traders and its suppliers use flat-file or standard EDI message formats as defined by X12 or EDIFACT. Communications among BizTalk Server, internal systems, and Web services use XML. 16

17 BizTalk Editor You use BizTalk Editor to create, edit, and manage the schemas for a BizTalk application without needing to learn all the intricacies of the XSD syntax. This tool runs within the Microsoft Visual Studio 2008 environment and starts automatically when you either add a new schema to a BizTalk project or open an existing schema in the project. As shown in Figure 4, BizTalk Editor displays a hierarchical order of records, field elements, and field attributes to represent the structure of message instances. Figure 4. BizTalk Editor Creating and Validating Schemas You can use the following methods to create and validate schemas by using BizTalk Editor: Create a schema from scratch. You may use this method to create XML, flat-file, or EDI schemas for those messages which do not have any instances, or for messages meant only for internal use. You can also use this method when other tools do not provide the necessary functionality. Create a schema from scratch in conjunction with other schemas. In real-world scenarios, you will mostly create complex schemas by modifying the existing schemas by using the XSD processes of importing, including, and redefining schemas created previously. Modify existing schemas. Regardless of the original source of a schema, you can use the BizTalk Schema Editor to modify and ensure the validity of an XSD schema. Use the Flat File Schema Wizard. The Flat File Schema Wizard provides a simple-to-use wizard interface to assist in the development of flat-file schemas. Generate a schema from an instance message. You can generate an XML schema that corresponds to a particular instance message that consists of well-formed XML. Mapping Data You use a BizTalk map to convert an input message that conforms to one schema into an output message that conforms to a different schema. These conversions can be either simple or complex, involving calculations and consolidation of information. 17

18 A map defines the relationship between an input and output schema by using links and functoids. A link defines a direct data copy of a record or field. A link specifies the basic function of copying data from an element or attribute in an input instance message to an element or attribute in an output instance message. You create links between records and fields in the source and destination schemas at design time. As a result, during run time, links direct the creation of an output instance message conforming to the destination schema from an input instance message conforming to the source schema. Links may either directly connect to items in the other schema or form connections through functoids. Functoids are described in a later section. Transforming and Translating Messages Maps enable you to transform and translate messages. Transformation is the process of converting an XML document that conforms to one schema into an XML document that conforms to another schema. In other words, transformation is the process of taking information from one message and inserting it into another message. A transformation can simply change the formatting applied to the data, but more often, data transformation results in some structural changes in the document. In addition to simply mapping data between two messages, the transformation process can include operations such as: Flattening records received in a message that has a hierarchical format to one with a flatter design Averaging data from multiple input nodes and sending the output to a single field in the destination message Applying mathematical functions on values in the source message and then writing the result to the destination message Concatenating multiple elements from the source message into a single field in the destination message Looking up a value from the source message in a database or an in-memory table and extracting new values to be written to the destination message Translating Messages Translation is a special case of data transformation that involves changing the format of an instance message, typically from non-xml (flat-file or EDI) to XML format, or vice versa. For example, if your internal processes utilize XML data but your trading partner needs to receive messages in a flat-file format, you can perform the necessary translation before sending messages to the trading partner. Data translation can be especially helpful in solving enterprise application integration problems by rendering a given type of message into alternative formats required by existing systems. Data transformation and translation is typically common when building integration solutions. BizTalk maps allow you to translate or transform messages. You can use maps in orchestrations or when processing a message in a send or receive port. This section discusses the role played by BizTalk maps in the BizTalk Server architecture. Message transformation and translation are an important part of the Northwind Traders implementation. The restock orders from each store are received in XML format. The data in the restock message must be transformed into an IDOC structure in order to update the SAP ERP system. Additionally, Northwind Traders uses a single XML format when processing orders internally. However, each supplier requires its own unique format, either flat-file or EDI, for purchase orders sent by Northwind Traders. When the purchase order is being processed by the send port, a map is used to 18

19 transform the message from the standard internal XML format to the supplier-specific EDI or flat-file format. BizTalk Mapper BizTalk Mapper is a tool that runs within the Microsoft Visual Studio 2008 environment and enables you to create and edit maps. You use BizTalk Mapper to define the relationship between an input and an output schema by using links and functoids as shown in Figure 5. BizTalk Mapper supports one-toone and one-to-many links. For example, a link can connect a single record or field from the source schema to a single record or field in the destination schema. A link can also connect a single record or field from the source schema to multiple records or fields in the destination schema. BizTalk Mapper supports complex structural transformations from records and fields in the source schema to records and fields in the destination schema. Figure 5. BizTalk Mapper BizTalk Mapper provides a solution for a variety of mapping scenarios, ranging from simple parentchild tree-type operations to detailed operations that are complex and involve looping records and hierarchies. BizTalk Mapper stores maps in a file with a.btm extension. The file saves design information about the map, such as the locations of icons that represent functoids, the links between schema items and functoids, etc. When you build or compile the map, BizTalk Mapper converts the information about the map into the corresponding XSLT stylesheet. As with most other BizTalk artifacts, before the map can be used by BizTalk Server, the project containing the map needs to be compiled into an assembly. As you develop a map, BizTalk Server generates compiler errors if it encounters any type mismatches between the source and destination schemas. The compiled map is generated into XSLT code that is executed when the map is applied by BizTalk Server during run time. Functoids While links copy values from one message to another, functoids perform more complex data manipulations on the contents of the message, such as: 19

20 Adding the value of two fields in the source schema and copying the result to the destination schema Converting a character to its American Standard Code for Information Interchange (ASCII) format Returning the average of a field in a repeating record and copying the result to a field in the destination schema Functoids enable you to graphically create complex transformations more easily than you can with standard XSLT. They allow you to extend the functionality of the map to perform a variety of operations on data as the data is being transformed from the source message to the destination message. There are approximately 70 functoids that provide simple mathematical functions, string manipulation, date and time insertion, and complex scientific calculations. The most common use of a functoids is to perform numeric calculations, such as summing the total number of products ordered. Functoids that can have zero or more inbound links can be chained to provide additional functionality. The basic functoid categories for predefined functoids include: Functoid Conversion Cumulative Date and Time Logical Mathematical Scientific String Description Perform conversions between numeric bases, such as from hexadecimal to decimal. Perform accumulation operations for values that occur multiple times within an instance message. Introduce the current date, time, or both into the message or add days to a specified date, in the output data. This enables you to insert the processed date and time into a message or calculate an anticipated ship date. Perform specific logical tests at run time or determine whether output instance data is created at run time. These functoids return either True or False. Perform calculations by using specific values (arguments) in a specified order or structure. Convert a numeric value to a scientific value. For example, the Cosine functoid takes a value in radians from a field or record and returns the value of the cosine. Manipulate data strings by using string functions. The String Concatenate functoid combines two or more inputs, such as nodes, constants, or other functoids, and builds a string. The String Find functoid finds one text string within another text string and returns the position of the first character of the found string. Functoids perform calculations by using predefined formulas and specific values, called arguments. These calculations are executed based on the designated order of the records and fields. To use a functoid in a BizTalk application, you simply need to drag it from the Toolbox to the grid page and link it to the source and destination schema nodes as shown in Figure 6. 20

21 Figure 6. BizTalk Functoids Note: For more information on different categories of functoids available in BizTalk Server, refer to the Functoid Categories article on at In addition to using the predefined functoids, you can also write your own functoids as a script file or a.net assembly. The BizTalk Server SDK contains examples on how to use scripting functoids as well as create custom functoids. Connecting Through Adapters BizTalk Server 2009 requires specialized adapters to exchange messages with disparate applications and systems. An adapter is a.net-based software component that enables BizTalk Server to interface with different types of systems through standards-based protocols and with specialized applications that use proprietary communication mechanisms. Most adapters support both send and receive operations, whereas others support communication in a single direction only. You define the behavior of an adapter by configuring the properties of the send port or the receive location for a given instance of an adapter. Receive adapter A receive adapter works in conjunction with a receive port and a receive pipeline to retrieve messages from the source location, also known as the endpoint. Once received, the messages are saved to the MessageBox database. Each receive adapter has specific context information about the message or the metadata that is associated with the protocol that it supports. This metadata can include information such as the original file name, the time the message was received, and the sender information. The metadata is saved along with the message data and can be accessed by the BizTalk Messaging Engine when evaluating subscriptions for routing purposes or by the BizTalk Orchestration Engine to make processing decisions within an orchestration instance. Send adapter A send port adapter and the send pipeline work together via the messaging engine to send the message from the MessageBox to a specific endpoint. Native Adapters 21

22 BizTalk Server 2009 natively provides adapter support for communicating with many different systems. The following table describes the native adapters available in BizTalk Server: Adapter File FTP HTTP SOAP MSMQ MQ Series SQL Windows SharePoint Services POP3 SMTP Description For transferring files in and out of BizTalk Server through the local file system. The File adapter consists of two adapters, a receive adapter and a send adapter. For exchanging data between an FTP server and BizTalk Server, and allows for the integration of vital data stored on a variety of platforms with line-ofbusiness (LOB) applications. The FTP adapter consists of two adapters, a receive adapter and a send adapter. For exchanging data between BizTalk Server and an application by means of the HTTP protocol. Applications can send messages to a server by sending HTTP POST or HTTP GET requests to a specified HTTP URL. For receiving and sending data through Web service requests. The SOAP adapter supports bi-directional communication. This adapter is provided for backward compatibility. For new implementations the WCF-BasicHttp adapter should be used in place of the SOAP adapter. Supports Microsoft Message Queuing 2.0 and Message Queuing 3.0 from BizTalk Server Enables communications across heterogeneous networks and systems that may be temporarily offline. Serves as a bridge between BizTalk Server and IBM MQSeries servers. For exchanging data between BizTalk Server and a SQL Server database. The SQL adapter can be used to poll data from one or more data tables and then transmit the data as one or more XML messages to BizTalk Server. Also, you can use the SQL adapter to insert, update, and delete the data in SQL Server tables by using SQL updategrams or by invoking stored procedures. Exchanges messages between BizTalk Server and Windows SharePoint Services. Enables two-way transformations of messages to and from Microsoft Office InfoPath. To receive messages from a POP3-enabled mailbox to BizTalk Server. To send messages to an address by using the SMTP protocol. In the case of Northwind Traders, the ability to use native adapters included with BizTalk Server 2009 enabled them to easily integrate users, internal systems, and trading partners. For example, each store manager submits restock orders through a SharePoint site that is monitored by BizTalk Server using the Windows SharePoint Services adapter. During the processing of orders, updates are sent to users via using the SMTP adapter. Approval messages are received via using the POP3 adapter. The SAP adapter is used to communicate with the ERP system, and the SQL adapter is used to send to and receive data from the warehouse inventory system. Northwind Traders service-enabled each of the remote store inventory systems to enable communication using the WCF adapter. Northwind Traders communicates with its many suppliers by using adapters for FTP, HTTP, SOAP, and POP3/SMTP. 22

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