Saturday, October 29, 2011

Administering BizTalk 2010: Roles and Responsibilities

Roles and Responsibilities

BizTalk 2010 Administration is a team effort. It involves the BizTalk Server Administrator, BizTalk Applications Administrators, DBA’s, System Administrators, BizTalk Developers, and Business Analysts.

All Roles require a solid understanding of how BizTalk 2010  works and how it can be utilized to solve current and future needs.

They should be familiar with the following:

  • BizTalk 2010 in the Enterprise
  • BizTalk Roles and Responsibilities
  • Understanding the Message Bus
  • Business Rules Engine (BRE)
  • Business Activity Monitoring (BAM)
  • Single Sign-On Services (SSO)
  • Pipelines and Components
  • WCF LOB Adapters
  • WCF Services
  • Design Patterns and Practices
  • BizTalk 2010 Enterprise Service Bus 2.1
  • The BizTalk Server Environment
  • The BizTalk Project
  • BizTalk Operations
  • Deployment and Managing BizTalk Applications
  • Application Lifecycle Management with BizTalk Server 2010
  • Business Process Modeling Notation (BPMN)


BizTalk 2010 Administrator Role

The BizTalk 2010 Administrator has overall responsibility for the BizTalk 2010 Server Environment.


The following are some of the key responsibilities.

Installing BizTalk 2010

  • Single Server environment
  • Multi-server environment
  • Virtual Machine environment


  • Configure BizTalk Server for single server environments
  • Configure BizTalk Server for multi-server environments
  • Configure BizTalk Server for Virtual Machine environments

BizTalk Hosts

  • Creating Hosts
  • Managing Hosts

BizTalk Host Instances

  • Creating and configuring Host Instances

BizTalk Adapters

  • Installing Adapters
  • Installing adapter prerequisites
  • Configuring Adapter prerequisites
  • Assigning Host Instances to Adapters

Routine Performance Checklists

  • Routine Maintenance Checklists
  • Weekly Action Items

Maintaining the BizTalk Group

  • Operational Readiness Checklists

Security and SSO

  • Security Policies
  • BAM Security
  • BRE Security
  • Using SSO Affiliate Applications
  • Managing SSO Affiliate Applications

Disaster Recovery

  • Creating a disaster recovery plan
  • Planning a disaster recovery test
  • Implementing a disaster recovery test

Deploying and Managing BizTalk Applications

  • Generating MSI packages
  • Generating Binding Files
  • Importing MSI packages
  • Importing Binding Files
  • Port configuration
  • Adapter configuration
  • WCF-Adapter configuration
  • Deployment validation
  • Documenting Deployments

Business Rules Engine (BRE)

  • Publishing BRE Artifacts
  • Deploying BRE Artifacts
  • Tracking

Business Activity Monitoring (BAM)

  • Installing and Configuring BAM for single server environments
  • Installing and Configuring BAM for multi-server environments
  • Installing and Configuring BAM for Virtual Machine environments
  • Deploying BAM Applications
  • Managing BAM Applications
  • BAM Management
  • Managing the BAM Portal
  • Creating and managing security
  • Monitoring BAM

Change Management for BizTalk

  • Change Management Documentation
  • The approval process

The Performance Lab

  • End to end performance testing
  • Creating a performance lab.
  • Running a performance lab.

Performance Optimization

  • Performance Counters
  • Host Throttling


  • Monitoring Techniques
  • WMI
  • Tools

System Center Operations Manager (SCOM)

  • Planning
  • Installation
  • Configuration
  • Administration

BizTalk Database Administration

  • Configuring the SQL Agents
  • Monitoring the SQL Agent Jobs

Enterprise Service Bus 2.1

  • Installing the ESB Toolkit 2.1
  • Configuring the ESB Toolkit 2.1
  • Deploying the ESB Application and Services
  • Installing the ESB Portal
  • Managing the ESB Portal
  • ESB Portal Security
  • ESB Fault Management
  • Creating Fault Subscriptions
  • Integrating the ESB with SCOM
  • Monitoring

IIS Administration

  • Managing IIS on BizTalk
  • Creating Application Pools
  • Security
  • ESB Services Management

Documenting your BizTalk Environments

  • Hardware Summary Diagram
  • BizTalk Server Configuration
  • Documenting BizTalk Applications


  • Troubleshooting techniques

Third-Party Tools

  • Installing
  • Configuring
  • Usage


Thursday, October 13, 2011

Using Visio 2010 BPMN* To Design, Model and Document BizTalk solutions


The PowerPoint 2010 Presentation, Visio 2010 BPMN Sample, and Excel Attribute Shape Report used for the Lake County .NET Users Group Oct 13: Visio 2010 Business Process Modeling Notation (BPMN) are available for download form my Skydive Public Folder.


Wednesday, October 12, 2011

The BPMN modeling procedure

Its purpose is,

To analyze a building block (what it is supposed to do)
To synthesize its implementation (how it does this) as the explicit coordination of other building blocks (processes or activities)
It is iterative – we can apply it until we have left only indivisible building blocks (i.e. activities)
Artifacts are constructed recursively

Principles of the modeling procedure

it treats human and automated activities equally
it is primarily for capturing the flow of control, and not for optimization
it is a tool for both the business and the IT
it provides validation by simulation
it provides validation by quick prototyping – real services can be invoked
it is a visual programming approach

General BPMN Modeling Concepts

General Modeling Concepts

  • A process is chronological. Accurate models should be oriented on a time line (in general, from left to right in sequence).
  • Processes generally begin with triggering events, and work their way through to significant business results.
They can also represent smaller segments of re-usable work.
  • All tasks or activities are assigned to roles that are meaningful to people in the business.

Be sure you have captured all relevant roles, which may sometimes be outside of the company.

  • A complete model should display how objects or data (or both) are transferred and where they are going.
  • A process can be modeled in a hierarchical fashion (e.g., with Sub-Processes).
  • The choices made for decisions, which occur within a process, determine which of all possible paths will be taken.
  • Establish organization standards or guidelines for developing models and naming model elements, e.g.,
Establish naming conventions for each type of modeling object. For example, all activity names could have the following format:  

verb + (adjective/descriptor) +

Avoid redundancy in naming, e.g., do not include the word Process in the Process names or the words Task or Activity in Task names.
To help with report outputs, names should be 32 characters or less.
To help with readability, all words should be capitalized.
  • Establish a set of standard nouns, verbs, and acronyms that are used for naming objects.
  • Establish standards for versioning methods associated at the process model and artifact level to provide requirement traceability.

Saturday, October 8, 2011

Using Visio 2010 Premium to create a BPMN Document


Creating a New Visio 2010 BPMN Document

The following step will show you how to create the document and setup your workspace

1. From the Visio File Menu Select “Flowchart”.

2. Select “BPMN Diagram”.





3. From the BPMN Basic Shapes, drag a “Start Event” shape onto the page.

4. “Right click” on the “Start Event” shape and click on “BPMN Attributes” as shown below.










5. Position the “Shape Data” window as shown in the example below.






The Visio 2010 BPMN Shapes

Basic Shapes








BPMN Event Shapes











BPMN Activities










BPMN Gateways







BPMN Connecting Objects








Visio 2010 BPMN Menu Items

The Visio 2010 “Process Menu”






Check Diagram

When you “click” on the “Check Diagram” in the menu, all the pages in your document are validated against the “built-in” BPMN Validation Rules.

If the “Issues Window” item is checked, you will see the”Issues Window” as show in the sample below.

Issues Window






If the diagram fails validation you are presented with the error information as shown in the sample below

Issues Window with errors





“Double Clicking” on the line will highlight the where the issue occurs within the diagram.


Subprocess Menu Items

Link to Existing

If you select a shape on your drawing and then “click” on the “Link to Existing” menu item, you are presented with a drop down menu as show below.

Pages in this Document







You can create a “hyperlink” from the selected shape to any page within the document.

If you select “Browse to Other Document”, you can also create a “hyperlink” to any file type this can be an Excel Mapping document, Message Schema, Message sample, Business Rule Document, etc.

Create New

If you select a “Sub-Process” shape in the diagram and select “Create New” in the menu, a new diagram page is created. The page is named from the shape.

A hyperlink is created from the selected shape to the new page.

Create from Selection

If you select a group of elements on a page and select “Create from Selection”, this will create a new “Sub-process” Page. A new shape is added to replace the shapes moved to the new page.The page name is not labeled for the sub-process.

An example of the shape is shown below.

Sub-process link shape