Tài liệu Module 8: Exchanging Business Data ppt

Contents Overview 1 Exchanging Data 2 Manipulating XML 7 Lab 8.1: Building B2B Services 19 Using SQL Server 2000: Internet and XML Support 24 Introducing BizTalk 38 Overview of BizTalk Server 2000 44 Lab 8.2: Creating Business Document Specifications Using BizTalk Editor 52 Using BizTalk Server 2000 56 Lab 8.3: Creating Transformation Maps Using BizTalk Mapper 63 Lab 8.4: Creating Business Document Specifications Using BizTalk Orchestration Designer 77 Review 86 Module 8: Exchanging Business Data Information in this document is subject to change without notice. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Complying with all applicable copyright laws is the responsibility of the user. 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Microsoft, Active Directory, ActiveX, BizTalk Server, FoxPro, FrontPage, Hotmail, Jscript, Outlook, PowerPoint, Visio, Visual Basic, Visual C#, Visual C++, Visual Studio, Windows, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A. and/or other countries. Other product and company names mentioned herein may be the trademarks of their respective owners. Module 8: Exchanging Business Data iii Instructor Notes This module focuses on data exchange formats and how to exchange data between diverse systems. The module covers Extensible Markup Language (XML) and explains it as the most ideal and universal format for exchanging business data. The module also goes into details about how XML, as an industry standard, is supported by Microsoft. Specific products covered here are Microsoft ® SQL Server ™ 2000 and Microsoft BizTalk ™ Server 2000. After completing this module, students will be able to:  Describe the common types of data exchanged as part of business-to- business (B2B) solutions.  Identify the advantages of using XML as a data-interchange format.  Explain the purpose of XML schemas.  Describe how business documents can be converted between grammars by using Extensible Stylesheet Language Transforms (XSLT).  Identify the features in SQL Server 2000 that make it Web enabled.  Identify the role of the Microsoft BizTalk Framework.  Describe the main parts of a BizTalk message.  Explain how to set up mappings between BizTalk document types.  Describe how BizTalk documents are sent, received, and routed. Materials and Preparation This section provides the materials and preparation tasks that you need to teach this module. Required Materials To teach this module, you need the following materials:  Microsoft PowerPoint ® file 2260A_8.ppt  Module 8, “Exchanging Business Data”  Lab 8.1, “Building B2B Services”  Lab 8.2, “Creating Business Document Specifications Using BizTalk Editor”  Lab 8.3, “Creating Transformation Maps Using BizTalk Mapper”  Lab 8.4, “Creating Business Document Specifications Using BizTalk Orchestration Designer” Preparation Tasks To prepare for this module, you should:  Read all of the materials for this module.  Complete the labs. Presentation: 80 Minutes Labs: 95 Minutes iv Module 8: Exchanging Business Data Module Strategy Use the following strategy to present this module:  Exchanging Data Ensure that the students understand the basic concepts and issues that come up with exchanging data between organizations. Outline the different formats available for data exchange, and conclude that XML is the format that will be used in modern B2B solutions.Stress the advantages of using XML for this type of solution. Cover the example of the Purchase Order as described in this section because this will help the students design their own purchase order in Lab 8.2, “Creating Business Document Specifications Using BizTalk Editor.”  Manipulating XML It is fundamental to this module that the students understand the different mechanisms that are available to manipulate XML structures. The focus of this section is manipulating XML on the server for B2B purposes. Describe the mechanisms such as XSLT and the Document Object Model (DOM), but keep the context in which you discuss these technologies in the B2B area. Do not discuss using XSLT for display purposes because this is not relevant here.  Lab 8.1, “Building B2B Services” This lab prepares the foundation for a B2B procurement solution. It involves creating Web sites and message queues and compiling Component Object Model (COM) components. The students might find this lab easy to complete because they may have carried out all or most of these tasks at their workplace before.  Using SQL Server 2000: Internet and XML Support Discuss SQL Server 2000 Internet and XML support features. Do not go into any more detail about SQL Server 2000 than what is covered here. The important features of SQL Server are XML support and the support for accessing SQL Server by using the Hypertext Transfer Protocol (HTTP). Both of these are new features of SQL Server 2000 and are major contributions to its status as a Microsoft .NET-enabled Relational Database Management System (RDBMS).  Introducing BizTalk Describe the BizTalk initiatives. It is critical that the students understand the concept of the BizTalk Framework and initiatives because they lay the groundwork for understanding how businesses can exchange data in an open, extensible manner. This section must be used to set the stage for discussing the BizTalk-compliant exchange of data. Do not discuss BizTalk Server 2000 or its functionality in any detail in this section. BizTalk Server 2000 is covered in detail in the next section.  Overview of BizTalk Server 2000 Describe the constituent parts of BizTalk Server 2000 at a high level. Introduce the services and components of BizTalk Server 2000. Do not go into any more detail than what is provided in this section because some of the components and services are discussed in more detail (and in a B2B context) in the next section. Module 8: Exchanging Business Data v  Lab 8.2, “Creating Business Document Specifications Using BizTalk Editor” In this lab, the students will use BizTalk Editor to complete a partially filled document specification. You must tell the students that in the real world, they would have to create the whole specification from scratch. Building a specification from scratch would be very repetitive in terms of lab instructions. Therefore, a partially filled specification has been provided. The instructions are step by step, and the students should find them clear and easy to follow. However, it is likely that this is the first time that many of them are using BizTalk Editor.  Using BizTalk Server 2000 Discuss in detail the services and components of BizTalk Server 2000. Begin with a discussion of the services provided, and then overview each of its components. Taking your lead from the topics in this module, delve into more depth about each of the components, such as BizTalk Editor, BizTalk Mapper, and BizTalk Orchestration Designer. Conclude this section with a discussion of BizTalk Orchestration and integration with existing Electronic Data Interchange (EDI) systems.  Lab 8.3, “Creating Transformation Maps Using BizTalk Mapper” In this lab, students will create XSLT maps by using BizTalk Mapper. They will use the document specifications that they created in the previous lab. The instructions are step by step, and the students should find them clear and easy to follow. However, it is likely this is the first time that many of them are using BizTalk Mapper.  Lab 8.4, “Creating Business Document Specifications Using BizTalk Orchestration Designer” In this lab, students will implement BizTalk Orchestration from the perspective of the business analyst and the developer. They will use BizTalk Orchestration Designer to synchronize all of the tasks that they have undertaken in the previous three labs. The instructions are step by step, and the students should find them clear and easy to follow. However, it is likely that this is the first time that many of them are using BizTalk Orchestration Designer. Module 8: Exchanging Business Data 1 Overview  Exchanging Data  Manipulating XML  Using SQL Server 2000: Internet and XML Support  Introducing BizTalk  Overview of BizTalk Server 2000  Using BizTalk Server 2000 *****************************I LLEGAL FOR N ON -T RAINER U SE ***************************** To exchange business data between applications, you must carefully choose the format of the data. Although a variety of formats exist, the Extensible Markup Language (XML) has emerged as the most ideal and universal format for data exchange. In this module, you will learn how XML can be used to exchange information and how XML documents can be manipulated, validated, and transformed. Also, you will be introduced to the Microsoft ® BizTalk ™ Framework, an important development that defines the next generation of business-to-business (B2B) solutions. You will learn about the role of and the need for the BizTalk Framework and examine the structure of BizTalk messages and schemas. Finally, you will learn about the functionality and tools provided with Microsoft BizTalk Server 2000. After completing this module, you will be able to:  Describe the common types of data exchanged as part of B2B solutions.  Identify the advantages of using XML as a data-interchange format.  Explain the purpose of XML schemas.  Describe how business documents can be converted from one grammar to another by using Extensible Stylesheet Language Transforms (XSLT).  Identify the features in Microsoft SQL Server ™ 2000 that make it Web enabled.  Identify the role of the BizTalk Framework.  Describe the main parts of a BizTalk message.  Explain how to set up mappings between BizTalk document types.  Describe how BizTalk documents are sent, received, and routed. Topic Objective To provide an overview of the module topics and objectives. Lead-in To exchange business data between applications, thought must be given to the format of the data. 2 Module 8: Exchanging Business Data    Exchanging Data  Types of Business Documents  Data-Exchange Formats *****************************I LLEGAL FOR N ON -T RAINER U SE ***************************** Business data comes in a variety of formats. This section examines the types of business data that can be exchanged between applications and discusses the options for how this data can be represented. Topic Objective To introduce the topics in this section. Lead-in Business data is available in a variety of formats. Module 8: Exchanging Business Data 3 Types of Business Documents  Examples of Document Types  Purchase orders  Invoices  Delivery notes  Requests for price quotes  The details in a purchase order can be grouped into:  Header information  Shipment details  Payment collections  Payment reminders  Product offers  List of items  Total cost of the order *****************************I LLEGAL FOR N ON -T RAINER U SE ***************************** Many different types of documents are exchanged between applications and organizations in e-business. Examples of Document Types Some of the document types that are used in e-business data exchange are as follows:  Purchase orders  Invoices  Delivery notes  Requests for price quotes  Payment collections  Payment reminders  Product offers Examining a Sample Document Type: Purchase Orders A purchase order usually has header information at the beginning, which specifies the following details:  Purchase order issue date  Buyer reference number  Supplier reference number  Details of the buyer, such as name and address  Tax details, such as tax percentage, location (for sales tax calculations), tax code, taxable amount, and total tax payable  Order currency Topic Objective To discuss the various types of business documents. Lead-in Many different types of documents are exchanged between applications and organizations in e-business. 4 Module 8: Exchanging Business Data A purchase order also contains shipment details, such as the following:  Delivery charge details  Whether partial shipment is allowed  Requested delivery date  Details of the ship-to party, such as the order contact name and address, and the receiving contact name and address  Transport type, for example, “road” or “air” The rest of the purchase order consists of the list of items being purchased. For each item, the following details are typically provided:  Item number in the purchase order (1, 2, 3, and so on)  Supplier part number  Quantity required, including unit of measurement  Buyer's expected unit price  Final recipient for this order item  Requested delivery date  Any special handling required for this item, such as fragile, hazardous, and so on Finally, the total cost of the order is usually specified at the bottom of the purchase order. [...]... number of trading partners EDI handles business transactions only It does not address the wider business needs of e-commerce, such as marketing, customer research, and customer loyalty programs 6 Module 8: Exchanging Business Data Custom Data Format Organizations may agree upon a custom data format to be used when exchanging information electronically The custom data format might be based on text files,... handle the data Indeed, it is quite feasible and straightforward to aggregate XML data in a variety of formats and transform the data into a new format The next topic discusses mechanisms for transforming XML data 10 Module 8: Exchanging Business Data Transforming XML on the Server Topic Objective To discuss the techniques that can be used for transforming XML on the server Lead-in Because each business. . .Module 8: Exchanging Business Data 5 Data- Exchange Formats Topic Objective To discuss the various formats available for data exchange EDI Lead-in XML Business information can be formatted in a number of ways in B2B solutions Custom Data Format Sample XML code Make widgets... data formats into the agreed-upon custom data format that is used when exchanging information with other trading partners XML XML is a text-based language that provides a universal format for describing data By using XML, you can retrieve data from legacy applications, relational databases, object-oriented databases, or other applications in the business The data can then be represented in a universal... the B2B procurement solution in Lab 8.4, “Creating Business Document Specifications Using BizTalk Orchestration Designer.” 24 Module 8: Exchanging Business Data Using SQL Server 2000: Internet and XML Support Topic Objective To introduce the topics in this section Lead-in SQL Server 2000 is the primary database engine used in any Microsoft-based e -business application IIS Virtual Directory Retrieving... specify the format of an XML document and how to use these schemas to validate the content of an XML document 8 Module 8: Exchanging Business Data Handling Multiple XML Formats Topic Objective To discuss handling multiple XML formats Lead-in XML is an ideal format to use for exchanging business documents over the Internet Issues with XML The Need for Standards Transforming XML Document Types One XML... have not yet achieved the recommendation status in the W3C Microsoft offers an interim technology known as XML -Data Reduced (XDR), and many of the XML documents exchanged in e -business today use this technology to define the grammar of the XML documents 13 14 Module 8: Exchanging Business Data The following sample schema corresponds to the DTD example shown above This schema complies with the XDR schema... valid when it is received Note It is advisable that both the sender of the document validates the data by applying the schema before it is sent and that the receiver validates the documents as it is received to minimize the risk that data has been tampered with in transit 18 Module 8: Exchanging Business Data Misinterpretation of XML schema XML schemas perform a dual role In addition to enabling validation... stocks for resale through their business- to-consumer (B2C) Web site The business managers at LitWare Books have defined that: Any purchase order request for a total value of 1,000 dollars or less can be automatically approved Any purchase order request with a total value of more than 1,000 dollars must not be automatically approved 20 Module 8: Exchanging Business Data You will create a message queue... XML data formats defined by others? Because XML is inherently an extensible markup language, different organizations can (and often do) define their own XML data formats It is possible to define a Document Type Definition (DTD) or an XML Schema to describe the allowed elements and attributes in an XML document These concepts are covered in Defining XML Grammar in this module Module 8: Exchanging Business . respective owners. Module 8: Exchanging Business Data iii Instructor Notes This module focuses on data exchange formats and how to exchange data between diverse. for data exchange. Lead-in Business information can be formatted in a number of ways in B2B solutions. 6 Module 8: Exchanging Business Data Custom Data