Contents

Foreword xix

Answers to Your

BizTalk Questions

Q: What file formats does BizTalk Server support?

A: XML, flat files (delimited and positional), and EDI (ANSI X12 and EDIFACT) documents. In addition, it has an open binding architecture that allows for additional third-party add-ons to increase this support using the supplied SDK that ships as part of the Enterprise Edition.

Chapter 1 The Role of BizTalk in the

.NET Server Family 1

Introduction 2

Overview of Microsoft BizTalk Server 2000 2

The .NET Enterprise Servers 3

An Example of .NET Server Integration 4

Features of BizTalk Server 2000 5

Administration 6

Document Tracking 6

Orchestration 7

Messaging 7

Development Tools 7

BizTalk Editor 7

BizTalk Mapper 9

BizTalk Orchestration Designer 10

BizTalk Server Administration 11

Why Use BizTalk? 12

Open Binding Architecture 14

Language Support 14

Management Capabilities 14

Tools 15

Object Model 15

BizTalk 2000 Application Model 17

BizTalk Messaging Services 17

BizTalk Orchestration Services 18

BizTalk 2000 Administration Model 18

BizTalk Queue Management 19 XLANG Schedule and Instance Management 21

Complete Coverage of BizTalk Server 2000

BizTalk Server 2000 includes the following tools:

■ BizTalk Orchestration Designer

■ BizTalk Document Tracking

■ BizTalk Editor

■ BizTalk Mapper

■ BizTalk Messaging Manager

■ BizTalk Server Administration

Server and Group Management 22

Additional Options 23

Implementation of Open Standards 24

BizTalk 2.0 Framework 24

SOAP 25

Other Frameworks 25

RosettaNet 26

ebXML 26

Summary 27

Solutions Fast Track 28

Frequently Asked Questions 29

Chapter 2 Planning an Installation of BizTalk 2000 31

Introduction 32

Identifying System Requirements 32

Hardware 33

Software 33

Windows 2000 33

IIS 36

Message Queuing 37 A Summary of Optimal Performance Suggestions Recommended for a

Large Organization 38 Scaling the BizTalk Server Vertically and Horizontally for Large

Organizations 39

Designing and Planning Your Installation 41

Documenting Your Environment 42

Which Version of BizTalk 2000? 43

Enterprise 43

Standard 43

Developer 43

Licensing 44

Installing and Configuring SQL Server 44

Setup 44

Cluster Server Scenarios 46

Implementing BizTalk Server

■ Use the methods of the Interface object to exchange a business document between an application and BizTalk Server 2000 directly.

■ You can use the BizTalk Server Administration tool to create receive functions.

■ The Submit method is used to submit documents in an asynchronous fashion without waiting for a receipt document.

Testing 47 Installing on Microsoft Windows 2000

Professional 47

MSSQL 2000 48

Installing and Configuring Visio SR-1A 48

Setup 48

Testing 48

Visio 10/2002 50

Installing and Configuring BizTalk Server 50

Complete/Custom Installation 50 Performance-Enhancing Registry

Changes 64

The Internet Explorer Security Setting 64

Review the Supplied Tutorials 65

Tools Installation 66

Unattended Options 67

Uninstallation Instructions 71 Required XLANG Schedules

Post-Installation Configuration 73 Advanced XLANG Schedule Configuration 74

Summary 75

Solutions Fast Track 75

Frequently Asked Questions 77

Chapter 3 Testing the Installation 79

Introduction 80

The BizTalk Server 2000 Tutorial 80

Setup and Configuration 81

Installation Instructions 82

Testing the Basic Configuration 84 Generating a Purchase Request Rejection 84 Generating a Purchase Request

Acceptance 85

Implementation 85

Submitting Documents to BizTalk Server 86

Receive Functions 86

Using the Interface Object 89

NOTE

When configuring an ordinary channel that processes a document requesting a receipt, you must provide details of the receipt channel that will handle the receipt. Therefore, you must configure the receipt channel and its associated messaging ports prior to configuring the ordinary channel that uses it.

BizTalk Server Final Prep and Tests Inspect the Event Viewer Check the Microsoft Knowledge Base Summary

Solutions Fast Track

Frequently Asked Questions

Chapter 4 Understanding BizTalk Messaging Services

Introduction

BizTalk Messaging Services Document Definitions

Considerations for Tracking and Querying Document-Specific Data Field Level Document Level Specifications

Industry Awareness Source and Destination Organizations

Organization Types Communication between Multiple Organizations Organization Identifiers Channels

Channel Types

Receipt Channels User Defined Channels Channel Filtering Using The Channel Wizard Receipt Configuration Ports

Static and Dynamic Using the Messaging Port Wizard Distribution Lists Messaging Services Object Model Summary

100 100 102

105 107 107 111 111 113

116 116 117

118 122 123

128 136

The Functoid Palette

Solutions Fast Track 137

Frequently Asked Questions 139

Chapter 5 Specifications and Mapping 141

Introduction 142

Creating and Using Specifications 142

Using the BizTalk Editor 142 BizTalk Editor User Interface and

Menu Structure 144

Creating a New Specification 148 Creating a New Specification from a Predefined Standard 151

Importing/Exporting Specifications 154

Property Configuration 158

Record-Based Properties 158

Field-Based Properties 160

Mapping Data between Documents 160 Creating the Specifications and

Preparing the Mapping Tool 161

BizTalk Map Types 163

Creating, Compiling, and Testing the Map 164

Creating and Compiling the Map 164

Extensible Stylesheet Language 166

Testing and Saving Your Map 166

Functoids 167

Functoid Palette 168

Adding a Simple Functoid to a Map 168 Working with Predefined Functoids in the Functoid Palette 170 Creating Predefined Specifications and Mapping Them with Functoids 172

Scripting 175

Using WebDAV 177

Summary 179

Solutions Fast Track 179

Frequently Asked Questions 181

BizTalk Document

Tracking

■ Document tracking data is stored in the SQL Server 2000 InterchangeDTA database.

■ Document definitions and channel configurations provide the means for selecting individual document fields to persist to the database.

■ The BizTalk Server Administrator allows you to configure the server to log all interchanges and document content to the tracking database.

Chapter 6 Tracking and Receipts 183

Introduction 184

BizTalk Document Tracking 184

Document and Interchange Queries 189

Advanced Queries 190

Reading the Results 191

Receipts 195

Reliable Messaging Receipts 197

Parser Limitations 200

Summary 201

Solutions Fast Track 202

Frequently Asked Questions 203

Chapter 7 BizTalk Orchestration Services 205

Introduction 206

Diagramming Business Processes 206

Documenting Requirements 207

Modeling the Interactions 218

Reviewing Current Practices 227

BizTalk Orchestration Designer 229 Compiling the XLANG Schedule Drawing 230

Business Process Drawings 232

Data Flow Definition 235

Transactions 236

Timed 246

Short-Lived, DTC-Style 248

Long-Running 249

Nested Transactions 249 Flowchart, Communication, and

Implementation Shapes 251

Shapes 251

Shapes from a Developer's Perspective 251 Shapes from a Business Analyst

Perspective 257

Binding and Communication Wizards 262

COM Component Binding Wizard 262

Script Component Binding Wizard 268

Assessing Employees' Roles

Perform the following steps to assess the roles of employees who will be working with the BizTalk application:

1. Make an overview of all the roles and put them in groups, based on the type of use they will make of the application. Try to minimize the number of groups—the more groups, the more administration involved, and the greater the chance of error.

2. Determine for each group which parts of the BizTalk solution they will need to use, and what type, or level, of access this will require. Be very strict about this. If users only need read-only access, that should be all they get.

3. Add only the usernames of the employees you have identified as needing access to the BizTalk solution to the groups. Review these group members at least twice a year, since employees have a tendency to change jobs.

4. Never give access rights at user level, as this only complicates the system administration tasks.

Message Queuing Binding Wizard 270

BizTalk Messaging Binding Wizard 275

XML Communication Wizard 276

Component Communication Wizard 280

Defining Rules 283

Concurrent Actions 286

Implementing a Business Process: An Example 289

Summary 298

Solutions Fast Track 300

Frequently Asked Questions 304

Chapter 8 Security 307

Introduction 308

Defining Your Security Policy 308

Awareness 309

Risk Analysis and Risk Management 309

Calculating the Cost of Risks 310

Auditing 312

Contingency Plan 313

Testing 315

Roles and Access Levels 315

Security Patches 316

Physical Security Considerations 317

Routers, Firewalls, and Proxies 319

Routers 319

Firewalls 321

Proxies 325

Server Configurations 327

Installing the Servers 332

Safeguarding Installations 337

Proactive Maintenance 337

Network Protection 338

IPSec Policies 342

Equipment Access 349

Securing XLANG Schedules 350

NTFS 351

Role Definitions 359

Developing & Deploying...

Binding Order

You might want to check your binding orders if running multiple protocols. Try to make TCP/IP (or the protocols most used) the first protocol to be looked at first when bound to the NIC cards by placing it at the top of the binding order in you network and dial-up connections settings. This can be found in the Advanced menu under Advanced Settings..

Component-Level Security 361 Machine-Wide Security Settings for COM+ 363

COM+ Application Security Settings 367

Context Delegation 371

Roles 373

Database Security 377

Database Access 377

Database Logins 378

Database Roles 380

Database Object Access 382

Data Loss Prevention 387

Backup/Recovery 387

Online Database Copy 389

Certificates and the CryptoAPI 390

Certificates Services 390

Working with Trading Partners 395

CryptoAPI 401

Transport-Level Encoding 411

Kerberos 417

Summary 426

Solutions Fast Track 427

Frequently Asked Questions 431

Chapter 9 Performance and Monitoring 435

Introduction 436

Planning for High Availability 436

Clustering 436 Clustering Services and Return on Investment 437

Load Balancing 437

BizTalk Load Balancing and Clustering 439

Failover Clustering with BizTalk Server 439

Scale BizTalk Up and Out 441 Optimizing Service with BizTalk

Server Groups 441

Adding a Server Group 442

Server Group Status States 445

Defining Schedule Status Displayed in XLANG Monitor

Icon

State

Green dot

Running

XLANG

schedule

Blue lines

A suspended/

paused

schedule

Blue

A dehydrated

snowflake

schedule

Red dot

Complete

schedule—

with errors

Black dot

Complete

schedule—

successful

Planning and Watching Performance 445

Hardware Design Considerations 446 Optimizing BizTalk Server Group

Properties 447 Monitoring Performance with the System

Monitor 449

Configuring Counters 450 Recommendations for Increasing Your

System's Performance 451

Integrating with Application Center 2000 452

Health Monitor 454

Understanding WMI in BizTalk Server 455

Summary 457

Solutions Fast Track 457

Frequently Asked Questions 459

Chapter 10 Troubleshooting 461

Introduction 462

Process Profiling 462

Interchanges as Objects 462

Viewing the Complete System 464

Using XLANG Monitor 465

Troubleshooting Means Service Packs 470

BizTalk SP1 470

Windows 2000 SP2 471

Troubleshooting Permissions 472

Locating the Errors 474

Troubleshooting Message Queuing 478

Installation Issues 478

Properties 478

Naming 479

Interchange Size Limits 479

Refreshing the Elements 482

Managing Receive Functions 483

Debugging XLANG 485

Working with WebDAV 488

Miscellaneous Issues 489

XLANG Message Type

489

Distributed Transaction Coordinator

490

Slowing Interchanges

491

Document Tracking Database

491

Enveloping Flat Files

491

E-Mail Server

492

Antivirus Software

492

Summary

493

Solutions Fast Track

495

Frequently Asked Questions

499

Index

501

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