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EBIZ327
InfoPath and BizTalk Server 2004
Scott Woodgate
Jupiter Product Planner
Agenda
InfoPathLightning Introduction
InfoPath and BizTalk Server 2004Scenarios
Messaging
Orchestration
Rules
Human based Workflow
Why are we having this session?
InfoPath is to BizTalk Server
as OutLook is to Exchange
Introducing InfoPathNew Office System application for gathering information
What does InfoPath provide?Easy & rapid design of rich “forms”
User-friendly environment for entering data
Ready-to-use sample forms
Built natively on top of XML
What customer scenarios does it address?Organizational processes
Workgroup collaboration
InfoPath
demodemo
BizTalk Server 2004 and InfoPath Usage Patterns
BizTalk Server
EAI
B2B
Business process
Business rules
300+ adapters through MS/partners to SAP, Siebel, MQSeries
Built in adapters to web services, MSMQ, SQL, and file
Messaging PatternsPattern 1: InfoPath Forms across the business
Uses: Routing
Example: Send the Absence Request Document to another user
Pattern 2: Receive XML from InfoPath and create a second InfoPath document
Example: Receive an Absence Request, Create an Absence Confirmation
Uses: Routing and Mapping
Pattern 3: Send data from the InfoPath form to an enterprise system
Example: Receive an Absence Request, Update my HR system with absence information
Uses: Routing and Mapping
Three messaging patterns
demodemo
Processing XML from InfoPath
InfoPath uses specific XML PIs to drive which template is used
<?xml version="1.0" encoding="UTF-8"?><?mso-infoPathSolution PIVersion="0.9.0.0" name="urn:schemas-microsoft-com:office:infopath:oob:PurchaseOrder:1033" solutionVersion="1.0.0.1" productVersion="11.0.4920" ?><?mso-application progid="InfoPath.Document"?>
Custom Receive PipelinePreserve Processing Instructions (True/False)
Custom Send PipelineProcessingInstructions: Append/CreateNew/Ignore Process InstructionsProcess Insructions Text
MapPreserve Processing Instructions (True/False)
Start wherever you like…
Starting from InfoPathCreate a template and save it out
Hint: InfoPath often has multiple schema files (schema1.xsd, schema.xsd)
Hint: Open both inside the BizTalk Editor
Starting from BizTalk EditorCreate schema, maps, orchestrations and make available to InfoPath
Hint: Use fields for data, not records (ie. good schema design)
Orchestration Patterns
Pattern 1: InfoPath Form initiates a business process
Example: Send an Absence Request to a business process
Pattern 2: InfoPath Form send out of a business process
Example: An Absence Request is generated from a business process
Pattern 2: InfoPath Form generated from a business process
Example: Send an approval form out of a business process to a user
Orchestration
demodemo
Web Services Patterns
Either Schema or Orchestration based
Patterns
Pattern 1: Submit To BizTalk ServerExample: Submit Absence Request
Pattern 2: Request/Reply Example Request Client Information and Submit
Web Services
demodemo
Rules Patterns
Pattern 1: InfoPath Form semantic checking
Example:
Uses: Orchestration and Rules
Pattern 2: InfoPath Form modificationExample:
Uses: Orchestration and Rules
Rules
demodemo
Human based Workflow Patterns
Pattern 1: Visualizing content and making decisions
Example: My manager receives a contract request for approval
Uses: Orchestration (HWS)
Human Based Workflow
demodemo
But wait, that’s not all…Trading Partner Patterns
Check out “Business Activity Monitoring and Configuration with BizTalk Server 2004” EBIZ343 Nagender Vedula
Post-Beta
Processing Instructions should be automatically approved
Also note you need the InfoPath beta 2 refresh to do the web services submission
Ask The ExpertsGet Your Questions Answered
Talk one-on-one with a community of your peers
Community Experts: Microsoft product teams, consultants and Tech*Ed speakers
Resources: whiteboards, internet, etc.
Location: in the middle of the Exhibit Hall
Hours: at least 12-3:30p every day
I will be available in the ATE area after this sessionI will be available in the ATE area after this session
Community Resources
Community Resourceshttp://www.microsoft.com/communities/default.mspx
Most Valuable Professional (MVP)http://www.mvp.support.microsoft.com/
NewsgroupsConverse online with Microsoft Newsgroups, including Worldwidehttp://www.microsoft.com/communities/newsgroups/default.mspx
User GroupsMeet and learn with your peershttp://www.microsoft.com/communities/usergroups/default.mspx
evaluationsevaluations
© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.