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.