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Microsoft BizTalk Server 2010 Unleashed


Microsoft BizTalk Server 2010 Unleashed Cover


Synopses & Reviews

Publisher Comments:

This is the eBook version of the printed book.

"Microsoft BizTalk Server 2010 Unleashed" is the 100% new, 100% practical developer's guide to Microsoft's most powerful version of BizTalk Server. Written by an expert team of Microsoft insiders and BizTalk MVPs, it reflects unsurpassed experience with all phases of BizTalk enterprise solutions development, from planning through deployment and administration.

The authors begin by introducing BizTalk Server's architecture and key integration concepts. Next, they offer in-depth coverage of BizTalk's foundational features, including schemas, maps, orchestrations, and pipelines. You'll learn how to effectively utilize both standard and custom adapters; monitor integration services; leverage cloud computing via Windows Azure; implement operational BI solutions; and make the most of business rules and BizTalk's Business Rules Engine (BRE).

The authors offer best practices and "in the trenches" tips for everything from managing deployments through implementing state-of-the-art mobile RFID solutions. No other book offers this much useful, pragmatic, and tested knowledge for successful BizTalk development.

Brian Loesgen is a Principal Architect Evangelist on Microsoft's Azure ISV team. A six-time Microsoft MVP, he has extensive experience in building advanced enterprise, ESB, and SOA solutions. He has coauthored eight books, including "SOA with .NET and Windows Azure." Charles Young, a principal consultant at Solidsoft, and Jan Eliasen, an IT architect at Logica, have each been honored repeatedly as BizTalk MVPs, and are highly respected bloggers in the BizTalk community. Scott Colestock, chief architect for Trace Ventures, specializes in using BizTalk to implement integration and service orchestration solutions. He is a member of Microsoft's Architectural Advisory Board and a BizTalk MVP. Anush Kumar, CTO of S3Edge, served as Microsoft's RFID business leader and was heavily involved in designing and architecting its BizTalk RFID offerings. Jon Flanders is an independent consultant, instructor for Pluralsight, BizTalk MVP, and author of "RESTful .NET."

  • Apply BizTalk Server's sophisticated, scalable message exchange model to support virtually any business requirement
  • Get your schemas right the first time, so you can avoid major problems downstream
  • Use BizTalk Mapper to create maps for transforming inbound and outbound XML messages and supporting business processes
  • Use orchestration to automate even highly-complex processes
  • Utilize adapters and WCF to integrate any application, service, or system
  • Extend your application's reach with Windows Azure AppFabric
  • Capture key BizTalk infrastructure, services, and business metrics
  • Build powerful rules-based solutions with Microsoft's Business Rules Framework
  • Establish an Enterprise Service Bus (ESB) that uses BizTalk Server as core messaging infrastructure
  • Efficiently manage, configure, and troubleshoot BizTalk through the Administration Console
  • Create RFID applications ranging from simple label printing to end-to-end business processes

About the Author

Brian Loesgen is a Principal Architect Evangelist with Microsoft on the Azure ISV team. Based in San Diego, Brian is a six-time Microsoft MVP and has extensive experience in building sophisticated enterprise, ESB, and SOA solutions. Brian was a key architect/ developer of the “Microsoft ESB Guidance,” initially released by Microsoft October 2006. He is a coauthor of the SOA Manifesto and is a coauthor of eight books, including SOA with .NET and Windows Azure, and is the lead author of BizTalk Server 2010 Unleashed. He has written technical white papers for Intel, Microsoft, and others. Brian has spoken at numerous major technical conferences worldwide. Brian is a cofounder and pastpresident of the International .NET Association (ineta.org), and past-president of the San Diego .NET user group, where he continues to lead the Architecture SIG, and is a member of the editorial board for the .NET Developer’s Journal. Brian has been blogging since 2003 at http://blog.BrianLoesgen.com, and you can find him on Twitter as @BrianLoesgen.

Charles Young, MVP, MCPD, is a principal consultant at Solidsoft, an independent integration specialist working with BizTalk Server and related technologies. He has been a professional developer for a quarter of a century, worked for several years as a technical trainer, and has more than a decade of experience as a consultant. Charles has worked extensively with BizTalk Server since joining Solidsoft in 2003. He architects, designs, and implements enterprise-level integration applications for public- and private-sector customers, delivers seminars and workshops, and maintains a blog site. In recent years he has specialized in the area of decision systems and business rule processing and is vicechair of Rules Fest, an annual technical conference for developers and researchers involved in the implementation of reasoning systems.

Jan Eliasen, MVP, MCTS, has a Master of Science degree in Computer Science and has been in the IT industry since 2003, currently working at Logica as an IT architect, focusing on delivering solutions to customers that meet the customers’ needs. He started working with BizTalk 2002 just after graduation in 2003 and has been working with BizTalk ever since. He has passed the exams in BizTalk 2000, 2004, 2006, 2006R2, and 2010 and is a five-time MVP in BizTalk Server. He is a well-known contributor on the online MSDN forums and a blogger at http://blogs.eliasen.dk/technical/. You can follow him on Twitter as @jan_eliasen.

Scott Colestock lives and works in Minnesota. He has consulted on BizTalk, WCF, CQRS architecture, Agile methods, and general performance engineering. Recently, he has focused deeply on mobile and SaaS architectures using Windows Azure. He is an MVP and frequent speaker at conference events.

Anush Kumar is the chief technology officer at S3Edge (www.s3edge.com), a software solutions company focused on Auto-ID technologies, which he helped cofound following a distinguished career at Microsoft that spanned closed to a decade of working on multiple incubations from concept to shipping. In his last avatar at Microsoft, Anush was BizTalk RFID’s leading light from early incubation of the project to its recent productization efforts, and has been heavily involved in the design and architecture of the RFID product, with multiple patents to his name. His efforts have also resulted in the vibrant partner and customer ecosystem for the product, and he is a sought-after speaker and thought leader in this space. Prior to RFID, Anush worked on the business rules engine for BizTalk Server 2004, technology that has been deployed by several enterprise customers to improve agility and increase efficiency of their business processes. In his spare time, Anush enjoys backpacking off the beaten track; volunteers for organizations focused on education; and is a huge fan of Malcolm Gladwell, Guy Kawasaki, cricket, cooking, bungee jumping, and of course, All Things RTVS™ (http://rtvs.wordpress.com), his blog that spans RFID, and more! Anush holds a Bachelor of Engineering degree in Computer Science from University of Madras and a Master degree in Engineering from Dartmouth College.

Jon Flanders is a member of the technical staff at MCW, where he focuses on connected systems technologies. Jon is most at home spelunking, trying to figure out how things work from the inside out. Jon is the author of RESTful .NET and ASP Internals, and was a coauthor of Mastering Visual Studio.NET. Jon’s current major interest is helping people to understand the advantages of REST and how REST connects to products such as SharePoint 2010. You can read his blog at http://www.rest-ful.net/

Table of Contents

Foreword xxii

Part I The Basics

1 What Is BizTalk Server? 3

A Brief History of Application Integration 3

BizTalk Server Capabilities 7

Adaptation 7

Mediation 8

Exception Handling 8

Orchestration and Choreography 9

Performance and Scalability 9

Security 10

Insight 10

Electronic Data Interchange 11

RFID Event Handling 11

What Is a “Typical” BizTalk Solution? 11

BizTalk Server, WCF, and WF 12

Summary 14

2 Schemas 15

BizTalk Schemas 16

XML Schema Definition 16

Properties 17

Internal Schemas 18

XML Schemas 20

Existing XSDs 20

Generating an XSD 21

Creating an XSD 21

Flat File Schemas 36

Add Existing Schemas 38

Creating by Hand 38

Flat File Schema Wizard 47

EDI Schemas 60

Messages That Are Not XML and Not Flat File 60

Pass-Through Pipeline 60

Custom Disassembler 61

Custom Editor Extensions 61

Third-Party Components 61

Property Promotion 61

Distinguished Fields 63

Promoted Properties 65

Property Demotion 66

When to Use What 67

Versioning of Schemas 69

No Long-Running Transactions and a Short Downtime Acceptable 69

Long-Running Transactions or a Short Downtime Is Unacceptable 70

Testing 71

Validate Schemas 71

Validate Instances 72

Generate Instances 74

Unit Testing of Schemas 75

Testing Using Pipeline Tools 80

Schemas for Scenario Used in This Book 81

FineFoods.Common.Schemas 81

FineFoods.CreditCheck.Schemas 82

FineFoods.Customers.C1701 82

FineFoods.Customers.C1702 83

FineFoods.Customers.Schemas 84

FineFoods.Inventory.Schemas 84

FineFoods.Orders.Schemas 84

FineFoods.PurchaseOrders.Schemas 87

Summary 88

3 Maps 89

The Mapper 90

Layout of Mapper 90

Initial Considerations 92

Creating a Simple Map 94

Functoids 108

String Functoids 111

Mathematical Functoids 112

Logical Functoids 113

Date/Time Functoids 115

Conversion Functoids 116

Scientific Functoids 116

Cumulative Functoids 117

Database Functoids 118

Advanced Functoids 120

Third-Party Functoids 122

Advanced Maps 123

Mapping Optional Fields 123

Looping Functoid 123

Index Functoid 125

Database Lookup 127

Scripting Functoid 129

Functoid Combination 131

Combination of Functoids for If-Then-Else 131

Create Separated List 132

Table Looping Functoid 132

Conditional Creation of Output Nodes 135

Custom XSLT 136

Cross Referencing 136

Building Custom Functoids 140

Initial Setup 141

Normal Functoid 146

Cumulative Functoid 151

Developing Advanced Functoids 155

Deployment of Custom Functoids 157

Debugging 161

Testing of Maps 163

Validating Maps 164

Testing Maps 164

Debugging a Map 167

Unit Testing 168

Summary 172

4 Orchestrations 173

Orchestration Designer 174

Defining Orchestrations 177

Building Orchestrations 178

Messages 182

Variables 186

Shapes 188

Delivery Notification and Handling Retries 217

Calling Pipelines 218

Web Services 221

Dehydration and Rehydration 228

Correlations 229

Convoys 234

Parallel Convoys 234

Sequential Convoys 235

Zombies 236

Transactions 237

Atomic 238

Long Running 240

Compensating Code 241

Persistence Points 246

Exception Handling 247

Debugging 250

Send Out Messages 250

Debug and Trace 250

Breakpoints in Orchestration Debugger 250

Summary 255

5 Pipelines 257

Stages in Pipelines 258

Stages in a Receive Pipeline 259

Stages in a Send Pipeline 261

Built-In Pipelines 262

Receive Pipelines 262

Send Pipelines 263

Built-In Pipeline Components 263

XML Components 264

Flat Files 268

Encoding, Encrypting, and Signing 272

BizTalk Framework 275

Validator and Party Resolution 280

Custom Pipelines 283

Using the Built-In Pipeline Templates 283

Creating Custom Pipeline Templates 284

Custom Pipeline Components 287

Resources, Attributes, and Constructors 288

Interfaces 292

Message and Context Interfaces 305

Miscellaneous Functionality 309

Streaming 314

Properties 317

Really Fast Pipeline Component Implementation 323

Deployment 324

Debugging 327

Pipeline Component Wizard 329

Testing 330

Pipeline exe 330

Unit Testing 331

Summary 334

6 Adapters 337

BizTalk Adapters 337

Native Adapters 338

Line-of-Business Adapters 339

BizTalk Adapter Pack 339

Host Adapters 339

Third-Party and Custom Adapters 339

Additional Microsoft Adapters 340

The Role of WCF Adapters 340

Adapter Characteristics 340

Direction 341

Push and Pull 341

Message Interchange Pattern 341

Hosting 342

Configuration 342

Batches 343

Transactions 344

Message Context 344

Metadata Harvesting 344

Registering Adapters 345

Creating Adapter Handlers 346

Port-Level Configuration 349

Configuring Receive Locations 350

Configuring Send Ports 352

Adapter Properties 355

Deploying Bindings 355

Native Adapters 357

File Adapter 357

Robust Interchange 357

Polling Locked Files 358

File Renaming 359

Reliable Messaging Issues 359

Path and File Names 359

Security 360

Additional Send Handler Issues 360

FTP Adapter 360

FTP Issues 361

Handling Duplicate Messages 362

Staging Files in Temporary Folders 362

Raw FTP Commands 363

Secure Messaging 363

HTTP Adapter 364

Using HTTP Receive Handlers 364

Using HTTP Send Handlers 366

Additional Configuration 366

MQ Series Adapter 367

Using MQ Series Receive Handlers 368

Using MQ Series Send Handlers 369

Managing Queues 369

Configuring MQSAgent 370

MSMQ Adapter 370

Using MSMQ Receive Handlers 371

Using MSMQ Send Handlers 372

Authenticating and Securing Messages 374

POP3 Adapter 375

Using POP3 Receive Handlers 376

Handling Encrypted Messages 377

SMTP Adapter 377

Using SMTP Send Handlers 378

Windows SharePoint Services Adapter 379

Using WSS Receive Handlers 380

Using WSS Send Handlers 381

Mapping SharePoint Columns 383

SOAP Adapter 383

WCF Adapters 384

Windows Communication Foundation 385

Comparing WCF to BizTalk Server 386

The Role of BizTalk Native WCF Adapters 388

Hosting Native WCF Adapters 389

The WCF Service Publishing Wizard 389

Publishing Orchestrations 392

Publishing Schemas 392

WCF Send Handlers 394

Importing MEX Endpoints 395

Importing Metadata Files 396

Dynamic Ports 397

Configuring WCF Adapters 397

Addresses and Identity 398

Bindings 399

Behavior 400

Security and Credentials 401

Message Handling 402

Using the SQL Server LoB Adapter 404

WCF LoB Framework and SDK 404

SQL Server Adapter 404

Polling and Notification 405

Performing Operations via a Send Handler 407

Additional Adapter Capabilities 408

Metadata Harvesting 409

Summary 412

Part II Advanced Topics

7 BizTalk 2010 and WCF: Extensibility 415

WCF Extensibility 416

The WCF Channel Stack 416

ABCs Reviewed 417

ServiceContract in BizTalk 418

WCF Behaviors 420

Example of WCF Extensibility in BizTalk 420

Summary 429

8 BizTalk and Windows Azure 431

Extending the Reach of BizTalk Applications 431

The AppFabric SDK 432

Receiving Messages 433

Sending Messages 434

Static Send Port 435

Dynamic Send Port 436

ESB Off-Ramp 436

Using InfoPath as a Client 438

Summary 439

9 Business Activity Monitoring with BizTalk BAM 441

BAM and Metrics 441

What Is BizTalk BAM? 442

Using BizTalk BAM 444

End-to-End, High-Level Walkthrough of the BAM Process 444

Real-Time Versus Scheduled Aggregations 446

Defining Activities and Views 447

Progress Dimension 450

Data Dimension 450

Numeric Range Dimension 450

Time Dimension 450

Using the Tracking Profile Editor 452

Using the BAM APIs 453

DirectEventStream (DES) 453

BufferedEventStream (BES) 453

OrchestrationEventStream (OES) 454

IPipelineContext Interface 454

Creating a Higher-Level API Specifically for Service Metrics 454

Working with the WCF and WF Interceptors 457

Using Notifications 460

Rapid Prototyping 460

REST and BAM 461

Managing BAM 461

BAM Database Considerations 461

Deployment and Management 461

Security 462

Scripting Deployment 462

Summary 465

10 The Business Rules Framework 467

The Importance of Rules 468

Processes and Policies 468

Business Policies 469

Policy Externalization 469

Policy Scenarios 471

Business Versus Executable Rules 472

Business Rule Management 473

BRMS and the BRF 475

Example Scenario: Order Processing 476

Incomplete and Implicit Business Rules 478

Indirect Policy Mapping 478

Technical Policy 479

Data Models 479

Programmatic Bindings 479

Priority 479

Traceability 479

Refactoring 480

Testing, Publishing, and Deployment 480

Managing Change 481

Real-World Rule-Processing 482

Using Vocabularies 483

What About Performance? 484

Inference and Reasoning 485

The Business Rules Framework 487

Introducing the BRF 487

Rule Storage and Administration 488

Rule Deployment 489

Rule Modeling 495

Rule Execution 497

Components and Tools 499

Microsoft Business Rule Language 499

Business Rules Database 499

Pub-Sub Adapter 504

Rule Store Components 505

SqlRuleStore 505

OleDbRuleStore 505

FileRuleStore 506

Rule Set Deployment Driver 507

Business Rules Language Converter 507

Business Rules Engine 507

Policy Class 507

Policy Tester Class 509

BizTalk Server 2010 Rule Engine Extensions 511

Rule Definition and Deployment 511

The Rule Composer 512

Loading Rule Stores 513

Using the Policy Explorer 516

Using the Facts Explorer 520

Composing Rule Conditions 525

Creating Rule Actions 530

Rule Engine Component Configuration 532

Testing Rule Sets 534

Vocabularies 538

Strategies for Vocabulary Versioning 543

Publishing and Deployment 545

The Rules Engine Deployment Wizard 546

Using Rules with BizTalk Server 547

ESB Toolkit 547

RFID Server 548

Using Rules in Custom Code 548

Policy Management in the Administration Console 548

The Call Rules Orchestration Shape 551

Policy-Driven Features of the ESB Toolkit 556

The RFID Server BRE Event Handler 558

Summary 561

11 Rule-Based Programming 563

The Roots of Confusion 563

Declarativity 564

Set-Based Programming 565

Recursive Processing 565

Blended Paradigms 566

Limits of Expressivity 567

Understanding the Rule Engine 568

Understanding Production Systems 568

Understanding Short-Circuiting 571

Using OR Connectives 573

Understanding Implicit Conditions 576

Common Rule Patterns 577

Implementing Quantification 577

Handling Negation-as-Failure 581

Using Strong Negation 583

Designing Rule Sets as State Machines 584

Exploiting Situated Reasoning 587

Rule Engine Mechanisms 589

Understanding Working Memory 589

The Match-Resolve-Act Cycle 590

Introducing the Rete Algorithm 593

Managing Conflict Resolution 594

Forward- and Backward-Chaining 595

Working with Facts 597

Using Typed Fact Classes 597

Handling XML Documents 598

Setting XPath Properties in the Rule Composer 599

XML Type Specifiers 600

Handling XML Namespaces 602

Reading and Writing XML Data 602

Managing Optional XML Nodes 603

Handling ADO NET DataTable and DataRow Objects 606

Handling Data Connections 607

Handling NET Types 609

Invoking Static Type Members 613

Optimizing Rule Sets 615

Controlling Side Effects 615

Optimizing the Rete Network 617

Programming with the Rule API 618

Using the Policy Class 618

Handling Long-Term Facts 623

Implementing Compensation Handlers 624

Using the RuleEngine Class 627

Implementing Custom Rule Store Components 628

Managing Deployment Programmatically 630

Creating Rules Programmatically 633

Summary 637

12 ESB with BizTalk Server 639

What Is an ESB? 639

Introducing the Enterprise Service Bus 639

What Problems Does an ESB Solve? 640

What Are the Components of an ESB? 641

Dynamic Routing 643

Dynamic Transformation 644

Message Validation 644

Message-Oriented Middleware 645

Is BizTalk a Fully Functional ESB? 645

What Is the ESB Toolkit? 645

History of the ESB Toolkit 646

What Is in the ESB Toolkit? 646

What’s the Difference Between Native BizTalk Server and BizTalk Server with the ESB Toolkit? 646

The Magic Behind an ESB 647

The ESB Toolkit Stack 649

Itineraries 650

Specifying Itineraries 651

The Itinerary Lifecycle 652

Dynamic Resolution: The Resolvers 653

Adapter Providers 655

Service Composition 656

Messaging-Only Implementations 657

Unified Exception Management 658

Exposing Core Services 660

Distributed ESBs 660

REST and BizTalk ESB 661

A Stylistic Comparison 661

Incorporating REST into the BizTalk ESB 662

Management 662

Provisioning and Runtime Governance 662

SLA Enforcement 663

Monitoring 663

Organizational Considerations 664

Ensuring a Smooth Transition 664

Gatekeeper Process 665

Summary 666

Part III Deployment and Administration

13 Administration Console Concepts 669

Introducing the Administration Console 669

BizTalk Group Properties 670

BizTalk Settings Dashboard 672

Group Hub and Query View 678

Applications Node 680

Platform Settings 681

Hosts 681

Host Instances 681

Servers 682

Message Boxes 683

Adapters 684

Summary 685

14 Deployment Concepts 687

The Work to Be Done 687

“Application” as a Formal Concept 689

Where Does It All Begin? (Inside Visual Studio) 691

Folder and Project Structure 691

Namespaces and Assembly Names 692

Applying Strong Names 693

Setting Deployment Properties 694

Fine Foods Solution 696

Deploying from Visual Studio 697

Binding and Starting the Application 698

Edit/Debug Cycle 700

Handling Binding Files During Development 703

Creating and Managing Deployable Packages 704

Other Types of Resources 707

Binding Files as Resources 708

Deployment Scripts as Resources 709

Exporting MSI Files 712

Handling MSI Export on a Build Server 713

Deploying MSI Packages to a BizTalk Group 715

Import/Install via Command Line 717

Handling Other Deployables 718

Business Activity Monitoring 718

Rule Vocabularies and Policies 719

Handling Upgrade and Versioning Scenarios 719

Summary 720


15 BizTalk RFID 723

RFID Overview 724

The BizTalk RFID Framework 725

Installation Notes for BizTalk RFID 727

Device Applications 731

Vendor Extensions and Extensibility 743

Tag Operations 749

Introducing RFID Processes 756

Exception Handling 771

Debugging (Process Hosting Model) 773

Integration and Deployment Considerations 773

Summary 778

16 BizTalk RFID Mobile 779

Mobile RFID Overview 779

The BizTalk RFID Mobile Framework 780

Installation Notes 781

Device Applications 782

Running Your First Mobile Application 787

Barcode Support 791

BizTalk RFID Mobile Connector Architecture (Store and Forward) 792

Remote Device Management 796

Summary 798

Closing notes 799

Index 803

Product Details

Computers : Client-Server Computing - General
Eliasen, Jan
Colestock, Scott
Loesgen, Brian
Flanders, Jon
Young, Charles
Kumar, Anush
Publication Date:
September 2011

Related Subjects

Computers and Internet » Database » Client Server

Microsoft BizTalk Server 2010 Unleashed
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