EBIZ327 InfoPath and BizTalk Server 2004 Scott Woodgate Jupiter Product Planner

Agenda InfoPath Lightning Introduction InfoPath and BizTalk Server 2004 Scenarios Messaging Orchestration Rules Human based Workflow

Why are we having this session? InfoPath is to BizTalk Server as OutLook is to Exchange

Introducing InfoPath New 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 demo demo

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 Patterns Pattern 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 demo demo

Processing XML from InfoPath InfoPath uses specific XML PIs to drive which template is used Custom Receive Pipeline Preserve Processing Instructions (True/False) Custom Send Pipeline ProcessingInstructions: Append/CreateNew/Ignore Process Instructions Process Insructions Text Map Preserve Processing Instructions (True/False)

Start wherever you like… Starting from InfoPath Create 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 Editor Create 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 demo demo

Web Services Patterns Either Schema or Orchestration based Patterns Pattern 1: Submit To BizTalk Server Example: Submit Absence Request Pattern 2: Request/Reply Example Request Client Information and Submit

Web Services demo demo

Rules Patterns Pattern 1: InfoPath Form semantic checking Example: Uses: Orchestration and Rules Pattern 2: InfoPath Form modification Example: Uses: Orchestration and Rules

Rules demo demo

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 demo demo

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 Experts Get 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 session

Community Resources Most Valuable Professional (MVP) Newsgroups Converse online with Microsoft Newsgroups, including Worldwide User Groups Meet and learn with your peers

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