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BizTalk 2010 Recipes : EDI Solutions - Creating and Configuring a Trading Partner

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5/14/2011 4:03:48 PM

1. Problem

You are ready to begin trading EDI documents with an external trading partner. You need to configure this party's information in BizTalk in order to route documents properly.

2. Solution

Setting up and configuring a trading partner consists of several key elements: a BizTalk party, one or more business profiles on that party, and one or more agreements associated with that business profile. To make sense of this, think of the party as an organization, such as a supermarket chain. This supermarket chain may consist of one or more divisions, for example, North American and South American headquarters. These divisions are business profiles. Each division has individual agreements with vendors and suppliers, and trades EDI documents with each, which are configured as agreements on each business profile.

NOTE

In many cases, you may have a single business profile with a single agreement for each party you configure.

To configure each of these components, take the following steps:

  1. Create a new BizTalk party that represents the sender by clicking the Parties folder in the BizTalk Administration console. Right-click the white area in Parties and Business Profiles window, and select New => Party (see Figure 1). Give the party a logical name.

    Figure 1. Creating a new party
  2. To create a Business Profile, right-click the party you just created, and select New => Business Profile. Give the business profile a descriptive name, and then click the Identities tab. Configure the identities based on the information you have for this trading partner (see Figure 2).

    Figure 2. Setting a business profile's identities
  3. Once the business profile has been created, you can set up an agreement, which is where the real heart of EDI configuration sits. Right-click the business profile you just created, and select Agreement. The Agreement Properties window will open (see Figure 3).

    Figure 3. The Agreement Properties window
  4. Give the agreement a descriptive name, and then set the key properties identifying what this agreement represents; also supply the Protocol and the Second Party settings. Protocol can be set to X12. The Second Party settings need to be set to a second BizTalk party (if you haven't created one, go ahead and create one now—just give it a name, and you are finished).

  5. Once Party and Business have been set in the Second Party settings, you will notice two additional tabs appear within the Agreement Properties window (see Figure 4). These tabs represent the configurations for data flow between the parties.

    Figure 4. Two new tabs appear once the Second Party properties are defined

3. How It Works

The organization of parties, business profiles, and agreements allows for the configuration of any kind of document interchange between trading partners. Previous versions of BizTalk did not allow for the kind of flexibility and functionality that BizTalk 2010 provides. The entire trading partner management user interface is entirely new and is packed with features that ease setup, configuration, and maintenance.

NOTE

There is no direct migration path of EDI trading partners between BizTalk 2010 and previous versions of BizTalk. The hierarchy and architecture is completely different, so a manual migration will be necessary.

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