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Bill Osuch - Random geek notes

I'm assuming you already know the basics of EDI and party configuration in BizTalk before reading this...

In BizTalk 2009, you created a party, then right-clicked to set the EDI Properties of that party (both as sender and receiver). The home organization (i.e. you) did not require a partner for itself. In 2010, each organization, including yourself, is represented as a trading partner (or party).

Configuring a trading partner agreement in 2010 is very similar to 2009; you just have your options located in different areas now. To begin, create two parties, one to represent yourself and one to represent the trading partner. For the party representing yourself, make sure the Local BizTalk processes messages received by the party or supports sending messages from this party checkbox is selected. Do not check this box for the other party. In the Parties and Business Profiles window, you'll see that each party automatically has a business profile created beneath it. This is also a new concept in BT 2010 - you can set up different profiles within your business (say, for example, the Invoice and Shipping departments) and specifically define how they interact with other trading partners (who can themselves have multiple business profiles). You could create one profile that sends X12 messages while another sends EDIFACT.

Once your two parties are defined, you'll create a specific Trading Partner Agreement between them to define the encoding and/or transport protocols. This is the part that's new, but it should be familiar to you once you play around with it. Right-click on the party that represents your organization and choose New -> Agreement. Enter the following information:

  • Protocol: X12
  • Second Party - Party: Choose the other party you created
  • Second Party - Business: The profile that was created should be automatically selected

The Contact Page and Additional Properties are the same as if you had clicked EDI Properties in 2009; as before they are for informational purposes only.

Once you've added the second party information, you should see two new tabs created: Party1->Party2 and Party2->Party1. These are similar to the Party as Interchange Sender and Party as Interchange Receiver tabs in 2009.

I'm not going to go through every tab and setting, but I'll summarize where the 2009 settings moved to in 2010.

In BizTalk2009 party properties:

X12 Properties -> Party as Interchange Sender -> X12 Interchange Processing Properties
You'll find the Interchange control header information on the Party1->Party2 tab, Interchange Settings -> Identifiers
Duplicate checking is now located at Interchange Settings -> Validation
Enable custom transaction set definitions is now located at Transaction Set Settings -> Local Host Settings


X12 Properties -> Party as Interchange sender -> Validation and ACK Generation
These settings are split across:
Interchange Settings -> Acknowledgements
Interchange Settings -> Local Host Settings

X12 Properties -> Party as Interchange Receiver -> X12 Interchange Envelope Generation -> ISA Segment Definition
The import thing to remember here is that if the party in BT 2009 is the interchange receiver, it's YOU sending to THEM, so you need to be sure to switch to the Party2->Party1 tab!
The fields from the ISA Segment Definition have been moved to:
Interchange Settings -> Identifiers
Interchange Settings -> Envelopes
Interchange Settings -> Character set and separators

X12 Properties -> Party as Interchange Receiver -> X12 Interchange Envelope Generation -> GS and ST Segment Definition
These settings are split across:
Interchange Settings -> Local Host Settings
Transaction Set Settings -> Envelopes

X12 Properties -> Party as Interchange Receiver -> Validation and ACK Processing
These settings are in:
Transaction Set Settings -> Validation

Try creating three parties: one to represent yourself, and the other two representing outside trading partners. For one of those partners, leave the Local BizTalk processes messages received by the party or supports sending messages from this party checkbox checked, and un-check it on the other. Create two agreements, one each between yourself and each outside party, and examine the differences on each screen - you'll see that some selections are greyed out (for example, the Batch Configuration on the Party2->Party1 tab) for the agreement where the second party where the Local BizTalk processes ... checkbox is not checked.

Posted on Tuesday, November 23, 2010 12:00 PM BizTalk | Back to top


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