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Walkthrough: Module 2 - Integrating Office with the Windows SharePoint Services Adapter

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This walkthrough is a continuation of Walkthrough: Module 1 - Sending and Receiving Messages with the Windows SharePoint Services Adapter and shows you how to integrate Microsoft Office with the BizTalk Server content-based routing (CBR) application you created. For an introduction to the Windows SharePoint Services adapter see What Is the Windows SharePoint Services Adapter?.

Prerequisites

The following are prerequisites for performing the procedures in this topic:

Create a BizTalk project

In this procedure you create an empty BizTalk project and a schema using the BizTalk Editor. This procedure is required to create the schema for the InfoPath form that is used later.

Create a strong name key file

  1. Start Visual Studio Command Prompt.

  2. Type sn -k C:\WSSAdapterWalkthrough\OrderProcess.snk, and then press Enter. The key pair will be written.

  3. Close the command prompt.

Create an empty BizTalk project

  1. Start Microsoft Visual Studio.

  2. Click File, New, and then click Project.

  3. Under Project types, select BizTalk Projects.

  4. Under Templates, select Empty BizTalk Server Project.

  5. Type OrderProcess in the Name field.

  6. Type the file path to your working directory in the Location field. For example, C:\WSSAdapterWalkthrough\.

  7. Click OK.

Associate the key file with the assembly

  1. In Solution Explorer, right-click the OrderProcess project, and then click Properties to launch the Project Designer.

  2. Click the Signing tab.

  3. Select Sign the assembly option, click drop-down list for the Choose a strong name key file option, and then click Browse.

  4. Type C:\WSSAdapterWalkthrough\OrderProcess.snk.

  5. Click Open.

Create an XSD schema by using the BizTalk Editor

  1. In Solution Explorer, right-click the OrderProcess project, click Add, and then click New Item.

  2. Under Categories, click Schema Files.

  3. Under Templates, click Schema.

  4. Type OrderProcessSchema in the Name field, and then click Add.

  5. In the Properties Window for OrderProcessSchema, select Qualified for the Element FormDefault property.

  6. In the Properties Window for OrderProcessSchema, type http://OrderProcess.PurchaseOrder in the Target Namespace field.

  7. In the BizTalk Editor, right-click Root, click Rename, and then type PurchaseOrder.

  8. Right-click the PurchaseOrder node, click Insert Schema Node, then click Child Field Element.

  9. Name it PurchaseOrderID.

  10. Create another child field element and name it BillTo.

  11. Create another child field element and name it Amount.

  12. In the Properties Window, set the Data Type property for Amount to xs:unsignedInt.

  13. Create another child field element and name it PurchaseOrderDate.

  14. In the Properties Window, set the Data Type property for PurchaseOrderDate to xs:dateTime.

  15. Click File, and then click Save All.

  16. Close Visual Studio.

Create an InfoPath form

In this procedure you create another document library and an InfoPath form based on the schema you created in the last procedure. This InfoPath form will be used to submit a document to BizTalk Server.

Note

This walkthrough requires Microsoft Office InfoPath 2007

Create a new document library

  1. Open a Web browser and navigate to the URL of the site you created. For example, http://<server_name>/sites/WSSAdapterWalkthrough.

  2. On the top navigation bar, click Create.

  3. Under Document Libraries, click Document Library.

  4. In the Name and Description section, type InfoPathSolutions in the Name field.

  5. In the Navigation section, select Yes to display this form library on the Quick Launch bar.

  6. In the Document Template section, select None for the Document Template.

  7. Click Create. You will be redirected to the empty library you just created.

  8. On the left side, click Modify Settings and Columns.

  9. Under Columns, click Add a New Column.

  10. Under Name and Type, type Namespace in the Name field.

  11. Click OK.

  12. Close the WSSAdapterWalkthrough Web site.

Create an InfoPath form based on the OrderProcessSchema schema file

  1. Click Start, point to All Programs, point to Microsoft Office, and then click Microsoft Office InfoPath 2007.

  2. In the Fill Out a Form dialog box, select Design a Form.

  3. In the Design a Form task pane, select New from XML Document or Schema.

  4. In the Data Source Wizard, click Browse and select the schema file you created in the last procedure. For example, C:\WSSAdapterWalkthrough\OrderProcess\OrderProcess\OrderProcessSchema.xsd.

  5. Click Next, and then click Finish.

  6. In the Data Source task pane, right-click the PurchaseOrder node, and then click Section with Controls. This will create the form on the template.

  7. Click File, click Save, and then click Save.

  8. In the Save As dialog box, type PurchaseOrder.xsn in the File name field, and then click Save.

  9. Click File, and then click Publish.

  10. In the Publishing Wizard, click Next.

  11. Select To a Web Server, and then click Next.

  12. Type the path and filename to your InfoPathSolutions document library, and then click Next. For example, http://<server_name>/sites/WSSAdapterWalkthrough/InfoPathSolutions/PurchaseOrder.xsn.

  13. Click Finish, and then click Close.

  14. Close Microsoft InfoPath.

Modify the SharePoint document libraries

In this procedure you will update the namespace property for the PurchaseOrder.xsn file and modify the Destination Document Library. This namespace is used as a variable when determining subscribers of published documents for content based routing scenarios.

Update the namespace for PurchaseOrder.xsn

  1. Open a Web browser and navigate to the URL of the site you created. For example, http://<server_name>/sites/WSSAdapterWalkthrough.

  2. On the left side, under Documents, click InfoPathSolutions.

  3. Move the pointer over PurchaseOrder.xsn, right-click it, and then click Edit Properties.

  4. Type http://OrderProcess.PurchaseOrder in the Namespace field, and then click Save and Close.

Modify the Destination document library

  1. On the top navigation bar, click Documents and Lists.

  2. Under Document Libraries, click Destination.

  3. On the left side, click Modify Settings and Columns.

  4. Under Columns, click Add New Column.

  5. Under Name and Type, type Partner Name in the Column name field.

  6. Click OK.

  7. Close the WSSAdapterWalkthrough Web site.

Modify the send port from walkthrough 1

In this procedure you modify the send port from walkthrough 1. This procedure is required to ensure that the document processed in this walkthrough is correctly routed to the send port.

Modify the send port

  1. Open BizTalk Server Administration.

  2. Expand Microsoft BizTalk Server Administration, expand BizTalk Group, expand Applications, expand BizTalk Application 1, and then click the Send Ports node.

  3. Right-click SendToDestination, and then click Properties.

  4. Under Transport, click Configure.

  5. In the Filename field, type PurchaseOrder2-%XPATH=//pons:PurchaseOrder/pons:PurchaseOrderID%.xml.

  6. In the Namespace Aliases field, type pons="http://OrderProcess.PurchaseOrder".

  7. In the Templates Document Library, type InfoPathSolutions.

  8. In the Templates Namespace Column, type Namespace.

  9. Select Yes for the Microsoft Office Integration property.

  10. Under Windows SharePoint Services Integration, type Partner Name in the Column 01 field.

  11. Type %XPATH=//pons:PurchaseOrder/pons:BillTo% in the Column 01 Value field, click OK, and then click OK again to exit the Send Port Properties dialog box.

Restart the send port

  1. In the BizTalk Administration Console, click the Send Ports node.

  2. Right-click SendToDestination, and then click Unenlist.

  3. Right-click SendToDestination, and then click Start.

  4. Close the BizTalk Administration Console.

Send a message through the system

In this procedure you create an InfoPath form and upload it to the Windows SharePoint Services Web site. The Windows SharePoint Services adapter will take that message, archive it in the Archive document library, and then send it to the Destination document library. This procedure demonstrates how a document flows from a Sharepoint web site, through BizTalk Server, and to a Sharepoint Services Web site using the Windows Sharepoint Services adapter.

Create an InfoPath form to send through the system

  1. Open a Web browser and navigate to the URL of the site you created. For example, http://<server_name>/sites/WSSAdapterWalkthrough.

  2. On the left side, under Documents, click InfoPathSolutions.

  3. Click the PurchaseOrder file to display the File Download dialog box, and then click Open. InfoPath will load the form.

  4. In the Purchase Order ID field, type 1002.

  5. In the Bill To field, type John Doe.

  6. In the Amount field, type 750.

  7. In the Purchase Order Date field, type 1/2/2005.

  8. Click Save.

  9. In the Save As dialog box, type http://<server_name>/sites/WSSAdapterWalkthrough/Sourcein the file name field, and then hit Enter.

  10. Type PurchaseOrder2.xml in the file name field, and then click Save.

  11. Close Microsoft Office InfoPath.

  12. In the Web browser, on the top navigation bar, click Documents and Lists.

  13. Under Document Libraries, click Destination.

  14. In the Destination document library, you will now see your message listed. You will also find a copy archived in the Archive document library.

  15. In the Destination document library, click PurchaseOrder1.xml. Note that this XML file is opened in Microsoft Internet Explorer.

  16. In the Destination document library, click PurchaseOrder2.xml. Note that this XML file is opened in Microsoft Office InfoPath.

Note

In the Destination document library, the file name column should contain the value of the PurchaseOrderID field and the Partner Name column should contain the value of the BillTo field.

Summary

In this walkthrough you have seen how to add tighter integration with Microsoft InfoPath using the Windows SharePoint Services Adapter and content-based routing (CBR).

Next Steps

Now that you have completed this walkthrough, perform the Walkthrough: Module 3 - Accessing SharePoint Properties from an Orchestration walkthrough which expands on the work you have done with this walkthrough, integrates an orchestration into the project, and shows you how to access SharePoint properties from within it.

See Also

What Is the Windows SharePoint Services Adapter?
Windows SharePoint Services Adapter Walkthroughs