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Walkthrough: Module 1 - Sending and Receiving Messages with the Windows SharePoint Services Adapter

[Unless specifically noted, the content in this topic applies to BizTalk Server 2013 and 2013 R2.]

This walkthrough shows you how to configure Windows SharePoint Services and BizTalk Server so you can send and receive a message using the Windows SharePoint Services Adapter and content-based routing (CBR). Content-based routing eliminates the need for message subscription for messages that are deterministically bound to specific ports. It also provides additional flexibility for users who want to route messages based on envelope properties or simply based on receive port configuration properties. For an introduction to the Windows SharePoint Services adapter, see What Is the Windows SharePoint Services Adapter?.

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

  • You must have a single-server deployment with a complete installation of BizTalk Server 2013 R2 running on Windows Server 2008 SP2 or Windows Server 2008 R2.

For information about using the Windows SharePoint Services adapter in a multiserver deployment, see Setting Up and Deploying the Windows SharePoint Services Adapter.

In this procedure you create a SharePoint top-level Web site that contains three document libraries. The Windows SharePoint Services adapter uses these libraries to move a message from a source library to a destination library. This message is also archived in a document library. This procedure must be done to provide the Windows Sharepoint Services site that is accessed by the Windows Sharepoint Services adapter in this walkthrough and to set user rights to enable access to this site.

Create a Windows SharePoint Services site

  1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration.

  2. Under Virtual Server Configuration, click Create a top-level Web site.

  3. Under Virtual Server List, select the Web site that you installed the Windows SharePoint Services Adapter on. For example, Default Web Site.

  4. In the Web Site Address section, in the URL name field, type WSSAdapterWalkthrough.

  5. In the Site Collection Owner section, in the User name field, type a user name. This user will be the owner for the Web site and does not need special permissions in BizTalk Server.

  6. In the Site Collection Owner section, in the E-mail field, type in an e-mail address.

  7. Click OK.

  8. On the Top-Level Site Successfully Created page, click the new top-level Web site you just created. For example, http://<server_name>/sites/WSSAdapterWalkthrough.

  9. Select the Team Site template from the list of templates, and then click OK. This will open the Team Web Site Home page.

Create a "Source" document library

  1. On the Team Web Site Home page, on the top navigation bar, click Create.

  2. Under Document Libraries, click Document Library.

  3. In the Name and Description section, in the Name field, type Source.

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

  5. In the Document Template section, in the Document Template drop-down list, select None.

  6. Click Create. The document library will be created and you will be redirected to the empty library.

Create a "Destination" document library

  1. On the Team Web Site Home page, on the top navigation bar, click Create.

  2. Under Document Libraries, click Document Library.

  3. In the Name and Description section, in the Name field, type Destination.

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

  5. In the Document Template section, in the Document Template drop-down list, select None.

  6. Click Create. The document library will be created and you will be redirected to the empty library.

Create an "Archive" document library

  1. On the Team Web Site Home page, on the top navigation bar, click Create.

  2. Under Document Libraries, click Document Library.

  3. In the Name and Description section, in the Name field, type Archive.

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

  5. In the Document Template section, in the Document Template drop-down list, select None.

  6. Click Create. The document library will be created and you will be redirected to the empty library.

  7. Close the WSSAdapterWalkthrough Web site.

  8. Close the SharePoint Central Administration Web site.

Configure Windows security

  1. Click Start, point to All Programs, point to Administrative Tools, and then click Computer Management.

  2. In the console tree, expand Local Users and Groups, and then click Groups.

  3. Right-click the SharePoint Enabled Hosts group, click Add to Group, and then click Add.

  4. In the Select Users, Computers, or Groups dialog box, under Enter the object names to select, type the name of the account that you configured the BizTalk Server Host Instance to run under, and then click OK.

  5. In the console tree, expand Services and Applications, and then click Services.

  6. Right-click BizTalk Service BizTalk Group: <BizTalk_Host_Name>, and then click Restart.

    noteNote
    <BizTalk_Host_Name> is the name of your host. By Default, this is BizTalkServerApplication.

    noteNote
    Membership does not take effect until the service is restarted.

  7. Close Computer Management.

Configure SharePoint security

  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 Team Web Site Home page, on the top navigation bar, click Site Settings.

  3. Under Administration, click Manage users.

  4. Click Add Users.

  5. In Step 1: Choose Users, type the name of the account that the BizTalk Server Host Instance is running under.

  6. In Step 2: Choose Site Groups, select the Reader and Contributor check boxes.

  7. Click Next.

  8. Clear the Send the following e-mail to let these users now they've been added check box, and then click Finish.

  9. Close the WSSAdapterWalkthrough Web site.

In this procedure you will create and configure the BizTalk Server receive ports, receive locations, and send ports for the Windows SharePoint Services adapter. These ports are points of entry into and out of BizTalk Server for documents received and sent by the Windows Sharepoint Services adapter.

Create the receive port

  1. Click Start, All Programs, Microsoft BizTalk Server 2013 R2, and then click BizTalk Server Administration.

  2. Expand BizTalk Server Administration, expand BizTalk Group, expand Applications, expand BizTalk Application 1, right-click Receive Ports, click New, and then click One-way Receive Port…

  3. In the Receive Port Properties dialog box, under General, type FromSource in the Name field.

  4. Click OK.

Create the receive location

  1. In the BizTalk Administration Console, right-click the Receive Locations node, click New, and then click One-way Receive Location.

  2. In the Select a Receive Port dialog box, select FromSource, and then click OK.

  3. In the Receive Location Properties dialog box, under General, type SourceLocation in the Name field.

  4. In the Transport section, in the Type drop-down list, select WindowsSharePointServices.

  5. Click Configure to configure the Windows SharePoint Services adapter properties.

  6. In the Adapter Web Service Port property, type the port number of the virtual server where the Windows SharePoint Services adapter Web service was installed. By default, this is port 80.

  7. Type Archive in the Archive Location property.

  8. Type 10 in the Polling Interval property.

  9. Type the URL to your SharePoint site in the SharePoint Site Url property. For example, http://<server_name>/sites/WSSAdapterWalkthrough.

  10. Type Source for the Source Document Library property.

  11. Click OK.

  12. In the Receive Location Properties dialog box, select BizTalkServerApplication as the Receive handler.

  13. In the Receive pipeline drop-down list, select PassThruReceive.

  14. Click OK.

Create the send port

  1. In the BizTalk Administration Console, right-click the Send Ports node, click New, and then click Static One-way Send Port.

  2. In the Send Port Properties dialog box, under General, type SendToDestination in the Name field.

  3. In the Transport section, select Windows SharePoint Services for the type.

  4. Click Configure to configure the Windows SharePoint Services adapter properties.

  5. In the Adapter Web Service Port property, type the port number of the virtual server where the Windows SharePoint Services adapter Web service was installed. By default, this is port 80.

  6. Type in Destination for the Destination Folder property.

  7. Type in PurchaseOrder1-%MessageID%.xml for the Filename property.

  8. Set the Overwrite property to Yes.

  9. Type in the URL to your SharePoint site in the SharePoint Site Url property. For example, http://<server_name>/sites/WSSAdapterWalkthrough.

  10. Set the Microsoft Office Integration property to No.

  11. Click OK.

  12. In the Send Port Properties dialog box, in the Send handler drop-down list, select BizTalkServerApplication.

  13. In the Send pipeline drop-down list, select PassThruTransmit.

  14. Click the Filters tab.

  15. Select WSS.InListName in the Property field.

  16. Select == in the Operator field.

  17. Type Source in the Value field.

  18. Click OK.

In these procedures you enable the receive location and start the receive port. This procedure must be completed to allow the Windows Sharepoint Services adapter to send and receive messages through the specified send port and receive location.

Enable the receive location

  1. In the BizTalk Administration Console, click the Receive Locations node.

  2. Right-click SourceLocation, and then click Enable.

Start the send port

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

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

  3. Close the BizTalk Administration Console.

In this procedure you create an XML document 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 a working directory

  • Create a directory on your computer called WSSAdapterWalkthrough. For example, C:\WSSAdapterWalkthrough.

Create an XML file

  1. Click Start, point to All Programs, point to Accessories, and then click Notepad.

  2. Type the following:

    <?xml version="1.0"?>
    <PurchaseOrder>
        <ID>1001</ID>
        <FirstName>John</FirstName>
        <LastName>Doe</LastName>
        <Amount>750</Amount>
    </PurchaseOrder>
    
  3. Save the file in your working directory as PurchaseOrder1.xml. For example, C:\WSSAdapterWalkthrough\PurchaseOrder1.xml.

Upload the XML file

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

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

  3. Click Upload Document.

  4. In the Name box, type or browse to the XML file you created above. For example, C:\WSSAdapterWalkthrough\PurchaseOrder1.xml, and then click Save and Close. You should now be able to see the file in the list.

  5. Refresh the browser window. The PurchaseOrder1.xml file will no longer be listed in this library.

    noteNote
    You may have to refresh the browser a few times since the polling interval is set at 10 seconds.

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

  7. Under Document Libraries, click Destination.

  8. In the Destination Document Library, you will now see your message listed. You will also find a copy archived in the Archive Document Library.

    noteNote
    If the message does not appear in the Destination Document Library, refer to "Troubleshooting the Windows SharePoint Services Adapter" in BizTalk Server Help.

In this walkthrough you have seen how to configure Windows SharePoint Services and BizTalk Server so you can send and receive a message using the Windows SharePoint Services adapter and content-based routing (CBR).

Now that you have completed this walkthrough, perform the Walkthrough: Module 2 - Integrating Office with the Windows SharePoint Services Adapter walkthrough, which expands on the work you have done with this walkthrough and shows you how to integrate Office with the Windows SharePoint Services adapter.

© 2014 Microsoft Corporation. All rights reserved.

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