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1 Microsoft BizTalk 2010: Line of Business Systems Integration A practical guide to integrating Line of Business systems with BizTalk Server 2010 Kent Weare Richard Seroter Sergei Moukhnitski Thiago Almeida Carl Darski [ Jf** ' ^ J?* ^MJ,>^''J' 1 PUBLISHING enterprise 'jroic'ssiona! expertise disthiea - BIRMINGHAM MUMBAI

2 Table of Contents Preface 1 Chapter 1: Consuming ASDK-based Adapters 7 Understanding the ASDK-based adapter 8 ASDK-based Adapters vs. WCF services 10 Installation Installing the WCF LOB Adapter SDK 13 Installing the BizTalk Adapter Pack Using the ASDK development tools 16 Echo adapter 16 Building the BizTalk application 18 The WCF-Custom adapter and SOAP actions 41 Action Mappings 43 Setting SOAP actions dynamically 44 ASDK tools and features 45 Generating the schemas 45 Timeouts Tracing and message logging Summary Chapter 2: WCF LOB SQL Adapter 53 Supported operations 54 Inbound operations 54 Outbound operations 55 Consuming ASDK SQL Adapter in Visual Studio 56 Providing credentials 56 Connecting to SQL Server URI properties 58 Binding Properties 59 Generating schemas 60 ASDK SQL Adapter in the BizTalk Administration Console

3 Table of Contents Inbound operations Outbound operations WCF-SQL vs. WCF-Custom adapter ASDK SQL adapter examples Example 1 TypedPolling and debatching Example 2 Select, Table Valued Function, and Execute Reader 77 Example 3-Query notification and multiple result sets 89 - Example 4 Composite Operations 98 Summary ^5 Chapter 3: Integrating BizTalk Server and Microsoft Dynamics CRM 15Z What is Microsoft Dynamics CRM? 107 Why Integrate Dynamics CRM and BizTalk Server? 108 Communicating from BizTalk Server to Dynamics CRM 109 Integrating Directly with the Dynamics CRM 2011 SOAP API 111 Querying Dynamics CRM from BizTalk Server 111 Adding New Records to Dynamics CRM from BizTalk Server 126 Using a Dynamics CRM proxy service with BizTalk Server 134 Setup 134 Generating a proxy service 134 Building the BizTalk components 138 Configuring the BizTalk endpoints 140 Communicating from Dynamics CRM to BizTalk Server 142 Integration to BizTalk Server 143 Setup 143 Writing the Dynamics CRM plugin 147 Registering the plugin 151 Testing the plugin 155 Summary 156 Chapter 4: WCF SAP Adapter Sending and Receiving IDOCs 157 Why do people use SAP? 158 Why do people choose BizTalk to integrate with SAP? 159 Challenges that BizTalk Developers may face 160 Installation of WCF SAP Adapter bit vs. 64-bit 161 SAP Prerequisite DLLs 161 WCF-SAP Adapter vs WCF Customer Adapter with SAP binding 168 Supported SAP configurations 171 IDOC schema generation 172 What are IDOCs? 172 How to generate IDOC schemas 172 IDOC Deep Dive ^0

4 Sending Table of Contents - Building a BizTalk application IDOC 183 Testing BizTalk Application 192 Custom IDOCs 193 Receiving a custom IDOC from SAP 195 Testing BizTalk Application Receiving custom IDOC 200 Receiving flat file IDOCs 205 Summary 207 Chapter 5: WCF SAP Adapter RFCs and BAPIs 209 Overview of SAP RFCs and BAPIs 209 RFCs 210 BAPIs 211 RFCs/BAPIs vs. IDOCs 211 Synchronous vs asynchronous 211 Does an out-of-box interface exist? 212 Are you trying to chain multiple events/processes together? 212 Workflow 212 Schema generation 212 Outbound operations 212 Inbound Operations 214 Calling RFCs/tRFCs hosted in BizTalk 214 Custom objects 215 Transactions 216 Custom vs. out-of-box RFCs/BAPIs 217 Building a BizTalk application RFC walkthrough 218 Testing BizTalk application RFC walkthrough 229 Building a BizTalk application BAPI walkthrough 231 Testing BizTalk application BAPI walkthrough 249 Tips, pitfalls, and troubleshooting 251 Summary 252 Chapter 6: BizTalk Integration with Windows Azure Platform AppFabric 253 What is Windows Azure AppFabric? 254 AppFabric Access Control 254 Problem scenarios 254 The solution 255 Service Bus 256 Problem scenarios 256 The solution 256 Publishing Service Bus messages to BizTalk Server 257 Scenario description 257 Building the BizTalk solution components 259 Defining message schemas 259

5 Table ofcontents Exposing a service endpoint 261 Building the Access Control Service Components 264 Building the Token Validator WCF behavior 269 Configuring the BizTalk Service to verify claims 276 Building the service consumer 277 Creating Service Bus Access Control permissions 281 Reconfiguring a BizTalk solution to use Service Bus binding 283 Reconfiguring the Service Consumer to use Service Bus Binding 286 Publishing BizTalk Server messages to the Service Bus 288 Scenario description 288 Solution design 288 Building the Access Control Service components 289 Building the BizTalk solution components 290 Configuring BizTalk Solution to use Service Bus bindings 294 Summary 296 Chapter 7: Integrating with SharePoint SharePoint and BizTalk integration: Why SharePoint is better with BizTalk 299 Capturing equipment replacement images 299 Vehicle maintenance lists 300 Field incident reporting 300 Understanding the components of SharePoint and BizTalk integration 301 Installation of Windows SharePoint Services Adapter Web Service 303 FinalizeDocuments 308 GetDocuments 309 IsAlive 309 PutDocuments 309 Windows SharePoint Services Adapter configuration 309 Receive Adapter 310 Adapter Web Service port 310 Archive File Location URL 311 Batch Size 311 Namespaces Aliases 311 Polling Interval 311 SharePoint Site URL 311 View Name 312 Send Adapter 312 Adapter Web Service Port 313 SharePoint Site URL 313 Namespaces Aliases 313 Microsoft Office Integration 314 Template Document Library 314 Templates Namespace Column 314

6 Tabic of Contents SharePoint Columns 314 Other Considerations 315 Context Properties 315 Windows SharePoint Services Adapter is a one-way adapter 315 Receiving documents from SharePoint 316 Building InfoPath Form and SharePoint Forms Library 317 Creating SharePoint view 325 Creating SharePoint archive library 327 Building the application 329 Testing the application 336 Sending documents to SharePoint 338 Creating the SharePoint Forms Library 338 Building the BizTalk application 348 Testing the application 354 Summary 357 Chapter 8: Integrating with SharePoint 2010 Web Services 359 SharePoint List overview 360 SharePoint's List Web Services 360 Consuming SharePoint List scenario walkthrough 364 Creating Custom SharePoint List 365 Custom List GUIDs 368 Building BizTalk application 370 Generating schemas for SharePoint Web Service 370 Orchestration initialization 377 Mapping SharePoint request 378 SharePoint's unstructured responses 387 ERP flat file 392 Deploying and configuring the BizTalk solution 395 Testing BizTalk application 403 Other ways to integrate with SharePoint 405 SharePoint Client Object Model 405 SharePoint REST services 406 Business Connectivity Services (BCS) 406 Determining the right solution 407 Summary 407 Chapter 9: Microsoft Dynamics AX 409 What is Dynamics AX? 410 Methods of integration with AX 410 Installing the adapter and.net Business Connector 411 Configuring Dynamics AX 2009 Application Integration Framework for BizTalk Adapter 412 Synchronous walkthrough example currency exchange rates 420

7 Table of Contents Dynamics AX schemas 421 Dynamics AX query message 428 Dynamics AX create message 429 Orchestration setup 430 Port configuration 434 Asynchronous walkthrough example Dynamics AX message outflow 439 Message setup 440 Orchestration setup 442 Port configuration 444 Batch setup in Dynamics AX 449 Using the.net business connector 452 Other development and configuration notes 454 Development 454 Configuration 455 Maintenance 455 Summary 456 Chapter 10: Integrating BizTalk Server and Salesforce.com 457 What is Salesforce.com? 458 Why integrate Salesforce.com and BizTalk Server? 458 Communicating from BizTalk Server to Salesforce.com 459 Configuring the foundational BizTalk components 461 Customizing Salesforce.com data entities 463 Consuming the Salesforce.com WSDL in BizTalk Server 466 Configuring BizTalk messaging ports to call Salesforce.com 473 Testing the application 475 Communicating from Salesforce.com to BizTalk Server 476 Sending outbound messages from Salesforce.com to BizTalk Server 477 Configuring a Salesforce.com workflow with Outbound Messaging 478 Building the BizTalk recipient of the Outbound Message 482 Triggering the outbound message from Salesforce.com 486 Querying BizTalk Server from Salesforce.com 489 Building the cloud-enabled REST service proxy 489 Building a Visualforce page that consumes the cloud service 493 Summary 502 Index 505