Posts Tagged ‘BizTalk’

This next posts will focus on installing and configuring BizTalk Server 2013 R2 and additional components

Make sure that you have installed all the latest critical Windows updates from Microsoft and all the prerequisites before you install BizTalk Server 2013 R2.

Validate Mail account used by BizTalk to send BAM Alerts

After you configure with success BizTalk Server 2013 R2 BAM Alerts, the configurator will create a new Database Mail Account called “BAM_Alerts_Account” that will be used by BizTalk to send BAM Alerts.

To Validate Mail account used by BizTalk to send BAM Alerts:

  • Press the “Windows key” to switch to the Start screen, type “SQL Management” or “SQL” and click in “SQL Server Management Studio” option from the Search menu.
  • In Object Explorer panel, connect to the SQL Server instance you want to configure Database Mail on, and expand the server tree.
  • Expand the “Management” node and double click “Database Mail” to open the Database Mail Configuration Wizard.
  • On the Welcome to Database Mail Configuration Wizard page, click “Next” to continue
  • On the Select Configuration Task page, select “Manage Database Mail accounts and profiles” option and click “Next”

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  • On the Manage Profiles and Accounts page, select “View, change or delete an existent account” option, and click “Next”

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  • On the Manage Existent Account page, select “BAM_Alerts_Account” option under “Account name” and validate the configuration. After that click “Next” to make any change or “Cancel” to exit.

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  • On the Complete the Wizard page, click “Finish”.

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Finally you should test sending an email with this Database Mail Account, to do that:

  • Right-click on Database Mail and select “Send Test E-Mail…”

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  • On the Send Test E-mail from windows, specify a “To:” email and click “Send Test E-Mail”

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If all goes well you should receive the email in a few seconds. If you have received the email, you have been able to configure Database Mail successfully.

Related links

This next posts will focus on installing and configuring BizTalk Server 2013 R2 and additional components

Make sure that you have installed all the latest critical Windows updates from Microsoft and all the prerequisites before you install BizTalk Server 2013 R2.

Configure SQL Server Network Configuration protocols

Under certain stress conditions (such as clients accessing SQL Server from the same computer), the SQL Server Shared Memory protocol may lower BizTalk Server performance. You can resolve this problem by disabling the use of the Shared Memory network protocol in SQL Server Network Configuration. Also, to facilitate transactions between SQL Server and BizTalk Server, you must enable TCP/IP and Named Pipes in SQL Server.

To configure the protocols for SQL Server:

  • Press the “Windows key” to switch to the Start screen, type “SQL Server Configuration Manager” and click in “SQL Server Configuration Manager” option from the Search menu.

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  • In SQL Server Configuration Manager windows, from the left-hand pane expand “SQL Server Network Configuration” option and then click “Protocols for MSSQLSERVER”
    • Verify that both “TCP/IP” and “Named Pipes” are enabled;
      • If not, right-click in the protocol, and then click “Enable”
      • Repeat to enable the other protocol if necessary.
    • Verify that “Shared Memory” id Disable.
    • If not, right-click Shared Memory, and then click “Disable”

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  • In the left-hand pane, click “SQL Server Services”, right-click “SQL Server (MSSQLSERVER)”, and then click “Restart”. Or click “Stop” and when the service has stopped, right-click “SQL Server (MSSQLSERVER)” again, and then click “Start”.

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  • Close SQL Server Configuration Manager.
Related links

This next posts will focus on installing and configuring BizTalk Server 2013 R2 and additional components

Make sure that you have installed all the latest critical Windows updates from Microsoft and all the prerequisites before you install BizTalk Server 2013 R2.

Install BizTalk Server 2013 R2

In this section you’ll install BizTalk Server, confirm that the installation succeeded, and then configure BizTalk Server.

When you installed SQL Server, setup granted your account Database Administrator rights. Since these rights are also required for installing BizTalk Server, you must do one of the following:

  • Use the same account you used when you installed SQL Server.
  • Or make sure the account you’re using now also has Database Administrator rights and is also local administrator.

To install BizTalk Server 2013 R2:

  • Close any programs you have open. Run the BizTalk Server 2013 R2 installer as Administrator.
  • On the Start page, click “Install Microsoft BizTalk Server 2013 R2”

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  • On the Customer Information page, type your user name and organization, enter your product key, and then click “Next”

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  • On the License Agreement page, accept the license agreement, and then click “Next”

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  • On the Customer Experience Improvement Program page, specify whether you want to participate in the program, and then click “Next”
    • BizTalk Server 2013 R2 participates in the Customer Experience Improvement Program. As part of this support, you can choose to provide useful feedback to Microsoft regarding feature usage reporting functionality of BizTalk Server. The data collected from you is anonymous and cannot be used to identify you. Microsoft collects feature usage statistics as part of this program. By participating in this program, you can help improve the reliability and performance of various features of BizTalk Server. For more information about this program and its privacy policy, see Microsoft BizTalk Server CEIP Privacy Policy (http://go.microsoft.com/fwlink/?LinkId=269607).

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  • On the Component Installation page, review the available components and select the ones you want to install.
    • Choose all possible components
    • Accept the default installation location or click Browse to move to the location where you want to install BizTalk Server 2013 R2.
    • And then click “Next”

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  • On the Redistribute Prerequisites page, if your computer is missing a prerequisite component such as ADOMD.NET, Setup is able to install redistributable prerequisites automatically either from the Web or from a pre-downloaded CAB file. You can either:
    • Select “Automatically install the redistributable prerequisites from the web”, this option will require internet access.
    • Or if you prefer you can select “Automatically install the redistributable prerequisites from a CAB file” if you have already downloaded the CAB file. If you select this, you can then browse to the location of the CAB file and select it.
    • And then click “Next” to continue.

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  • On the Summary page, verify that the components that you select to install are correct.
    • To enable auto-logon after a system reboot, click “Set” and provide your logon information. Auto-logon is enabled only for reboots during setup, and is disabled when setup is complete.
    • Click “Install” to start the installation process.

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  • On the Installation Completed page, clear the “Launch BizTalk Server Configuration” check box, and then click “Finish”

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Verify Your Installation

You can check to see whether your installation was successful by using either Programs and Features or the Registry.

To verify installation using Programs and Features

  • Press the “Windows key” to switch to the Start screen.
  • Type “Programs and Features” and click in “Programs and Features” option from the Search menu.
  • When the list is fully populated, look for “BizTalk Server 2013 R2 <Edition name> Edition”. If it appears in the list, the setup was succeeded.

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To verify installation using the Registry:

  • Press the “Windows key” to switch to the Start screen, type “regedit” and click in “regedit” option from the Search menu.

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  • When the Registry opens, browse to HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\BizTalk Server\3.0
    • If files exist in the 3.0 folder, the setup was succeeded.

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  • Close the Registry, and then close the command prompt.

Configure BizTalk Server

Use the following procedure to complete a basic configuration of BizTalk Server. For information on customizing your configuration, see Custom Configuration.

Note: If your BizTalk Server environment uses SQL Server 2014 and you wish to configure BAM Alerts, you must have already configured SQL Server Database Mail feature.

To configure BizTalk Server 2013 R2 using Basic Configuration:

  • Press the “Windows key” to switch to the Start screen, type “BizTalk Server Configuration” or “BizTalk”, right-click “BizTalk Server Configuration” option from the Search menu, and then click Run as Administrator.

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  • On the Microsoft BizTalk Server 2013 R2 Configuration page, apply the following configurations and then click “Configure” to continue:
    • Select “Basic configuration” option
    • In the “Database server name” field under “Database” properties, enter the name of the local computer.
    • In the “Service credential” properties, type the User name and Password for the account that the BizTalk services will run under.

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    • Note: You may receive a warning if you enter a user name with administrative credentials on this computer. Click “Yes” to continue.

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  • On the Summary page, review the configuration about to be performed, and then click “Next”

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  • On the Completion page, click “Finish”

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We now have BizTalk Server 2013 R2 successfully Installed and Configured!!!

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Pin BizTalk Server Administration to taskbar

Everybody knows that BizTalk Server Administration Console is the most important tool, it’s a Microsoft Management Console (MMC) that you can use to manage and monitor BizTalk Server, and that you can use to deploy and manage your BizTalk Server applications.

With the new UI in Windows Server 2012 or 2012 R2, almost all programs are “hidden” and can be easily be accessed through context search from the Start screen. However be constantly doing this type of operation eventually becomes annoying.

So to be able to quickly and easily access BizTalk Server Administration Console you can pin the console to the taskbar, to accomplish that you need:

  • Press the “Windows key” to switch to the Start screen, type “BizTalk Server Administration” or “BizTalk” and right click in “BizTalk Server Administration” option from the Search menu, and select “Pin to taskbar” option to add “BizTalk Server Administration” to your desktop taskbar.

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Related links

This next posts will focus on installing the BizTalk prerequisites and perform the necessary configuration on BizTalk Server machine.

Before installing BizTalk Server or its prerequisites, make sure you have installed the latest critical Windows updates from Microsoft.

Configure SQL Server Database Mail feature

If you wish to configure BAM Alerts on your BizTalk Server 2013 R2 environment then you must already have configured SQL Server Database Mail feature before you try to configure BAM Alerts, otherwise the BizTalk Basic configuration will ignore this feature (BAM Alerts). This is because BAM Alerts with SQL Server 2014 or SQL Server 2012 uses Database Mail in SQL Server instead of SQL Notification Services that were used by previous versions of BizTalk Server with SQL Server 2008 R2 or bellow.

Database Mail is an enterprise solution for sending e-mail messages from the SQL Server Database Engine. Using Database Mail, your database applications can send e-mail messages to users. The messages can contain query results, and can also include files from any resource on your network. You can read more here: http://msdn.microsoft.com/en-us/library/ms189635.aspx

Note: You still can have BAM Portal with activities and aggregations without alerts, this is mandatory if you want alerts.

Before we begin, we need to determine the server name and port number for the Simple Mail Transfer Protocol (SMTP) server that we will use to send e-mail (If the SMTP server requires authentication, determine the user name and password for the SMTP server). In our case will be the local SMTP Server that we previous install and configure.

To Configure SQL Server Database Mail Account:

  • Press the “Windows key” to switch to the Start screen, type “SQL Management” or “SQL” and click in “SQL Server Management Studio” option from the Search menu

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  • In Object Explorer panel, connect to the SQL Server instance you want to configure Database Mail on, and expand the server tree.
    • Expand the “Management” node

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  • Double click “Database Mail” to open the Database Mail Configuration Wizard.
    • Or right click under “Database Mail” and select the option “Configure Database Mail”

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  • On the Welcome to Database Mail Configuration Wizard page, click “Next” to continue

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  • On the Select Configuration Task page, select “Set up Database Mail by performing the following tasks:” and click “Next” to continue.
    • Set up Database Mail by performing the following tasks: Perform all of the tasks required to set up Database Mail for the first time. This option includes all of the other three options.
    • Manage Database Mail accounts and profiles: Create new Database Mail accounts and profiles or to view, change, or delete existing Database Mail accounts and profiles.
    • Manage profile security: Configure which users have access to Database Mail profiles.
    • View or change system parameters: Configure Database Mail system parameters such as the maximum file size for attachments.

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  • If Database Mail has not been enabled, you will receive the message: “The Database Mail feature is not available. Would you like to enable this feature?” Click “Yes” to continue.

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  • On the New Profile page, specify the “Profile name” and “Description” to be included in the profile, and click “Add…” to specify an account

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  • On the New Database Mail Account page, specify the account name, description, mail server information, and authentication type. Click “OK”
    • A Database Mail account contains the information that SQL Server uses to send e-mail messages to an SMTP server. Each account contains information for one e-mail server and doesn’t correspond to a SQL Server account or a Microsoft Windows account. Database Mail can be sent using the credentials of the SQL Server Database Engine, using other credentials that you supply, or anonymously. When using basic authentication, the user name and password in a Database Mail account are only used for authentication with the e-mail server. An account need not correspond to a SQL Server user or a user on the computer running SQL Server.
      • Account name: Type the name of the new account.
      • Description: Type a description of the account. The description is optional.
      • E-mail address: Type the name of the e-mail address for the account. This is the e-mail address that e-mail is sent from. For example, an account for SQL Server Agent may send e-mail from the address SqlAgent@Adventure-Works.com.
      • Display name: Type the name to show on e-mail messages sent from this account. The display name is optional. This is the name displayed on messages sent from this account. For example, an account for SQL Server Agent may display the name “SQL Server Agent Automated Mailer” on e-mail messages.
      • Reply e-mail: Type the e-mail address that will be used for replies to e-mail messages sent from this account. The reply e-mail is optional. For example, replies to an account for SQL Server Agent may go to the database administrator, danw@Adventure-Works.com.
      • Server name: Type the name or IP address of the SMTP server the account uses to send e-mail. Typically this is in a format similar to smtp.<your_company>.com. For help with this, consult your mail administrator. As I say early we will use our local SMTP Server, so the server name will be “localhost”
      • Port number: Type the port number of the SMTP server for this account. Most SMTP servers use port 25.
      • This server requires a secure connection (SSL): Encrypts communication using Secure Sockets Layer.
      • Windows Authentication using Database Engine service credentials: Connection is made to the SMTP server using the credentials configured for the SQL Server Database Engine service.
      • Basic Authentication: Specify the user name and password required by the SMTP server.
      • Anonymous authentication: Mail is sent to the SMTP server without login credentials. Use this option when the SMTP server does not require authentication.

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  • Back on the New Profile page, click “Next” to continue

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  • On the Manage Profile Security page, you will be able to set the Public, Private and Default Profiles, select our profile as public and default and click “Next”.

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  • On the Configure System Parameters page, leave the default values and click “Next”

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  • On the Complete the Wizard page, review the actions to be performed and click “Finish” to complete creating the new account.

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  • On the “Configuring…” page, ensure that all actions succeed and then click “Close”

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The Database Mail should now be configured successfully and all should be correctly setup to send emails, but we must make sure by testing it. So we will send a test email and confirm the reception. To do that:

  • Right-click on Database Mail and select “Send Test E-Mail…”

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  • On the Send Test E-mail from windows, specify a “To:” email and click “Send Test E-Mail”

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The Database Mail Test E-Mail dialog box confirms that the test message that Database Mail attempted to send the message and provides the mailitem_id for the test e-mail message. Check with the recipient to determine if the e-mail arrived. Normally e-mail is received in a few minutes or seconds. If you have received the email, you have been able to configure Database Mail successfully, but the e-mail can be delayed because of slow network performance, a backlog of messages at the mail server, or if the server is temporarily unavailable. Use the mailitem_id for troubleshooting.

Related links

This next posts will focus on installing the BizTalk prerequisites and perform the necessary configuration on BizTalk Server machine.

Before installing BizTalk Server or its prerequisites, make sure you have installed the latest critical Windows updates from Microsoft.

Install SQL Server 2014

BizTalk Server provides the capability to specify a business process and also a mechanism by which the applications used in that business process can communicate with each other. SQL Server is the main repository for this communication mechanism. For optimal performance, Microsoft recommends using the Enterprise Edition of SQL Server.

Note: Using SQL Server Express Edition is not recommended or supported. The Express edition does not include certain features needed by BizTalk Server.

Note: BizTalk Server supports SQL Standard Edition version. However to use Business Activity Monitoring real-time aggregation (BAM RTA), you must install SQL Server Enterprise Edition because BAM real-time aggregation (RTA) is not supported in the Standard Edition of SQL Server.

Note: To fully use the BizTalk Server SDK or deploy BizTalk Server applications from a Visual Studio, you should install the SQL Server Development Tools

Note: BizTalk Server supports all case-sensitive and case-insensitive SQL Server collations except for binary collations. Binary collations are not supported.

To install SQL Server 2014:

  • Insert the SQL Server installation disk into the DVD-ROM drive. The setup program will begin automatically. If prompted for automatic installation of prerequisite software, click “OK”
  • On the SQL Server Installation Center, click “Installation” and then click “New SQL Server stand-alone or add features to an existing installation”

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  • On the Product Key page, enter your product key and click “Next”

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  • On the License Terms page, select “I accept the license terms”, and then click “Next”

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  • In the Global Rules page, the setup procedure will automatically advance to the Product Updates window if there are no rule errors. Otherwise review the information and resolve any issues, and then click “Next” to continue.

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  • On the Product Updates page, the latest available SQL Server product updates are displayed. If no product updates are discovered, SQL Server Setup does not display this page and auto advances to the Install Setup Files page. Otherwise review the information and resolve any issues, and then click “Next” to continue.

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  • On the Install Setup files page, Setup provides the progress of downloading, extracting, and installing the Setup files. If an update for SQL Server Setup is found, and is specified to be included, that update will also be installed.
    • The System Configuration Checker verifies the system state of your computer before Setup continues.
    • If prompted to restart the computer, click “OK”
  • On the Install Rules page, another rule check will be run to ensure everything is in place so the setup will be successful. If a rule check fails, the setup application will provide the corrective measures to take so installation may proceed. Click on “Next” to continue.

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  • On the Setup Role page, select “SQL Server Feature Installation”, and then click “Next” to continue to the Feature Selection page.

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  • On the Feature Selection page, select the following features, and then click “Next”
    • Database Engine Services
      • SQL Server Replication
      • Full-Text and Semantic Extractions for Search
    • Analysis Services
    • Reporting Services – Native
    • Shared Features
      • SQL Server Data Tools
      • Client Tools Connectivity
      • Integration Services
      • Management Tools – Basic
        • Management Tools – Complete

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  • On the Feature Rules page, Setup verifies the system state of your computer before Setup continues. The Feature Rules page will automatically advance if all rules pass. Otherwise review the information and resolve any issues, and then click “Next” to continue.

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  • On the Instance Configuration page, select “Default instance”, leave the rest of the default values, and then click “Next” to continue.

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  • On the Server Configuration page, you can specify login accounts for each SQL Server services. You can assign the same login account to all SQL Server services, or you can configure each service account individually. You can also specify whether services start automatically, are started manually, or are disabled (Microsoft recommends that you configure service accounts individually to provide least privileges for each service).
    • Leave the default login account to all SQL Server services
    • Configure all of them with the startup type: “Automatic”
    • And then click “Next”

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  • On the Database Engine Configuration page, select “Windows authentication mode”, click “Add Current User”, and then click “Next”
    • Authentication Mode: Select “Windows authentication mode”. If you select Mixed Mode Authentication, you must provide a strong password for the built-in SQL Server system administrator account.
    • Specify SQL Server administrators: You must specify at least one system administrator for the instance of SQL Server. To add the account under which SQL Server Setup is running, click “Add Current User”

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  • On the Analysis Services Configuration page, select “Multidimensional and Data mining Mode”, click “Add Current User”, and then click “Next”
    • Server Mode: Select “Multidimensional and Data mining Mode”. Server mode determines which memory and storage subsystems are used on the server. If you plan to run multidimensional cube databases on the server, choose the default option, Multidimensional and Data Mining server mode.
    • Specify which users have administrative permissions for Analysis Services: you must specify at least one system administrator for Analysis Services. To add the account under which SQL Server Setup is running, click Add Current User.

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  • On the Reporting Services Configuration page, select “Install and configure”, and then click “Next” to continue.

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  • On the Feature Configuration Rules page, this is another steep to checks if everything is fine, setup will automatically advance to the next page if all rules pass. Otherwise review the information and resolve any issues, and then click “Next”

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  • On the Ready to Install page, review the information, and then click “Install”

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  • On the Complete page, click “Close”

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Note: Once again, after this installation, I like to do a Windows update, this step is not necessary.

Related links

This next posts will focus on installing the BizTalk prerequisites and perform the necessary configuration on BizTalk Server machine.

Before installing BizTalk Server or its prerequisites, make sure you have installed the latest critical Windows updates from Microsoft.

Install Visual Studio 2013

The BizTalk Server development tools are based on Visual Studio and it provides a development environment for building BizTalk Server applications. Ultimate Edition is recommended, but Premium and Professional are also supported. Like previous versions of the product, at a minimum, you must have the Microsoft Visual C#® .NET component of Visual Studio installed on your computer if you wish to install the BizTalk Server Developer Tools and SDK component. However, like the previous versions of Visual Studio (VS 2012) with Visual Studio 2013 you cannot customize the features that you want to install to the point of only install Visual C#, at least that I know of.

Note: Visual Studio 2013 is not required if you are installing BizTalk Server on a production environment (runtime only), on which it is not required to do application development and/or application debugging.

Important Note: The BizTalk Server runtime components require .NET Framework 4.5. In addition, the .NET Framework 3.0 is required if the Windows Communication Foundation (WCF) adapter or WCF Interceptor are planned to be installed.

Additional Note: If you install Visual Studio before installing BizTalk Server, and then upgrade to Visual Studio Team Explorer, you may need to repair your BizTalk Server installation from the Control Panel / Programs option.

To install Visual Studio 2013:

  • Insert the Visual Studio 2013 installation disk into the DVD-ROM drive.
  • On the Start page, accept the license agreement by selecting “I agree to the License terms and conditions” and then click “Next”.

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  • In Optional features to install, select the options you need and then select Install. BizTalk Server does not require any of the optional features. however I think that is important at least to install “Microsoft Web Developer Tools“. Add the following features to your installation:
    • Microsoft Web Developer Tools
    • Microsoft Office Developer Tools (not required)

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  • And then click “Install”
  • On the Finish page, close the window or click “Launch”.

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Important Note: Because we cannot customize the Visual Studio 2013 installation, your version of Visual Studio will include Microsoft SQL Server Express or compact as an optional feature that will be automatically installed. This feature is not used by BizTalk Server and may cause BizTalk Server setup to fail. As a best practice, uninstall Microsoft SQL Server Express or/and Compact.

Remove Microsoft SQL Server Express

As I say previous your version of Visual Studio will include Microsoft SQL Server Express or compact as an optional feature that will be automatically installed. This feature it may cause BizTalk Server setup to fail and should not be installed but as we cannot customize the Visual Studio 2013 installation, so it’s very important that we remove this features.

To avoid futures complications I choose to uninstall this two features:

  • Microsoft SQL Server 2012 Express LocalBd
  • Microsoft SQL Server Compact 4.0 SP1 x4 ENU: Microsoft SQL Server Compact 4.0 is a free, embedded database that software developers can use for building ASP.NET websites and Windows desktop applications. SQL Server Compact 4.0 has a small footprint and supports private deployment of its binaries within the application folder, easy application development in Visual Studio and WebMatrix, and seamless migration of schema and data to SQL Server

To uninstall this features:

  • Press the “Windows key” to switch to the Start screen.
  • Type “Programs and Features” and click in “Programs and Features” option from the Search menu.

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  • Select “Microsoft SQL Server 2012 Express LocalBd” and click “Uninstall”.

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  • Repeat the process, select “Microsoft SQL Server Compact 4.0 SP1 x4 ENU” and click “Uninstall”.

 

Related links

This next posts will focus on installing the BizTalk prerequisites and perform the necessary configuration on BizTalk Server machine.

Before installing BizTalk Server or its prerequisites, make sure you have installed the latest critical Windows updates from Microsoft.

Install Microsoft Office Excel 2013

Microsoft Office Excel is required for using the Business Activity Monitoring (BAM) feature in BizTalk Server. You will use the BAM Office Excel Workbook to define the business processes you want to monitor and you will also use the BAM Excel Workbook to define the way in which business users see the data collected by BAM.

Important Note: BizTalk Server 2013 R2 supports only 32-bit version of Microsoft Office.

The following procedure installs only Microsoft Office Excel. You can install additional Microsoft Office system applications and tools if you wish, but they are not necessary to complete the installation of BizTalk Server.

Important Note: To successfully load BAM.xla into Excel, you will need to install the “Visual Basic for Applications” option under “Office Shared Features. Otherwise, you may get the error “This workbook has lost its VBA project, ActiveX controls and any other programmability-related features.”

To install Microsoft Office Excel:

  • Insert the Microsoft Office installation disk into the DVD-ROM drive.
  • On Read the Microsoft Software License Terms screen, select “I accept the terms of this agreement” and click “Continue”

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  • On the Type of Installation screen, select Custom Install, and then click “Next”.

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  • On the Custom Setup screen, ensure that:
    • Microsoft Excel option is selected.
    • And “Visual Basic for Applications” option under Office Shared Features is select.

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  • And then click “Install Now”.
  • On the Setup Completed screen, click “Finish”.

After installing the office Excel and tools I like to do a Windows update, this step is not necessary.

Related links

This next posts will focus on installing the BizTalk prerequisites and perform the necessary configuration on BizTalk Server machine.

Before installing BizTalk Server or its prerequisites, make sure you have installed the latest critical Windows updates from Microsoft.

Install and configure SMTP Server Feature (optional)

Again in the previous step “BizTalk Server 2013 R2: Installation and Configuration – Enable Internet Information Services (Part 2)” I mentioned that we should install the SMTP Server feature, why?

If you wish to configure BAM Alerts, you must have configured SQL Server Database Mail feature (we will see how to accomplish that afterwards) and I will intend to configure this features using your local SMTP Server.

Note: This type of configuration is optional and you don’t need to install the local SMTP Server, you can and you should configure SQL Server Database Mail feature using an external SMTP.

If you didn’t previous install SMTP Server then you should following this steps:

  • Start by running the “Server Manager”, if it is not already open, from either:
    • On the Windows taskbar, click the Server Manager button
    • On the Start screen, click Server Manager.
  • Under “Manage” menu, select “Add Roles and Features” (or press “Add roles and features” under the Dashboard panel)
  • On the Before You Begin screen, click “Next”
  • On the Installation Type screen, select “Role-based or Feature-based Installation” and click “Next”
  • On the Server Selection screen, select the appropriate server, leave the default options and click “Next”
  • On the Server Roles screen, click “Next”
  • On the Features screen, select “SMTP Server” and click “Next”
    • If prompted, click “Add Features”, and then click “Next”
  • On the Confirmation screen, select “Restart the destination server automatically if required” and click “Install”:
  • When the installation completes, the wizard reflects the installation status on the Results screen
  • Click “Close” to exit the wizard.

To configure the SMTP Server you should following this steps:

  • Press the “Windows key” to switch to the Start screen and type “IIS 6.0 Manager” on the Start Search box, click in “Internet information Services (IIS) 6.0 Manager” option.

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  • Right click on the SMTP Server ([SMTP Virtual Server #1]) and select “Properties” to open the properties window

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Note: For the purpose of this installation, we will assume that email only can be generated from this machine. If the application that generates the email runs on a separate server, you need to grant relaying access for that server in IIS SMTP.

  • On the Properties windows, click on the “Access” tab and click “Relay…” under “Relay restrictions”

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  • On Rely Restrictions windows, click” Add…”

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  • On Computer window, enter 127.0.0.1 for the address and then click “OK”

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    • The Connection setting controls which computers can connect to the SMTP server and send mail. By granting only localhost (127.0.0.1) access limits only the server itself the ability to connect to the SMTP server. This is a requirement for security, it prevents the SMTP server from being an open relay and being used to send unsolicited spam email by other computers on the internet, which could lead to the SMTP server being blacklisted.

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  • On the Properties windows, click on the “Delivery” tab and click “Outbound Security…”

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  • On the Outbound Security windows, select “Basic authentication” and enter the login credentials you use for your Exchange or personal account (Gmail, Live and so on). Click “OK” to continue.
    • If required, enable “TLS encryption”
    • This will be the account that will transmitted the emails.

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  • On the Outbound Security windows, click “Advanced…”. Enter the SMTP server URL you got in the previous step in the Smart host edit box and then click “OK” to continue.

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  • On the Outbound Security windows, click on “Outgoing connections…” and set the port of your server
    • Limit number of connections to: When the check box is selected, this option specifies the total number of simultaneous outbound connections to all remote domains that can exist at one time. The default is 1,000 connections. The minimum is 1.
    • Time-out (minutes): Specifies the time allowed before an inactive connection is closed. The default is 10 minutes.
    • Limit number of connections per domain to: When the check box is selected, this option limits connections to any single remote domain. The default is 100 connections. This number should be less than or equal to the value for the Limit number of connections to option.
    • TCP port: Designates the TCP port used for outgoing transmissions. The default is port 25. The outgoing port setting can be the same as that for incoming transmissions or it can be different.

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  • Click “Ok” twice to apply the settings on the SMTP local server
  • Right-click SMTP Virtual Server #1 again, and then restart the service to pick up the new configuration.
Verify Your Installation

The next step is to verify if the SMTP is successful configured by using the simple Telnet Client.

If you don’t have Telnet Client installed, then you need to:

  • Start by running the “Server Manager”, if it is not already open, from either:
    • On the Windows taskbar, click the Server Manager button
    • On the Start screen, click Server Manager.
  • Under “Manage” menu, select “Add Roles and Features” (or press “Add roles and features” under the Dashboard panel)
  • In the Features Summary section, click “Add features”.
  • In the Add Features Wizard, select Telnet Client, and then click “Next”.

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  • On the Confirm Installation Options page, click “Install”.
  • When installation finishes, on the Installation Results page, click “Close”.

To send a test email:

  • Open a command prompt window by pressing the “Windows key” to switch to the Start screen, type “cmd” and then click in “Command Prompt” option from the Search menu.
  • Type the following sequence of command:
telnet localhost 25
Helo serevr
mail from:email
rcpt to:email
data
put the body of the email message

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Related links

This next posts will focus on installing the BizTalk prerequisites and perform the necessary configuration on BizTalk Server machine.

Before installing BizTalk Server or its prerequisites, make sure you have installed the latest critical Windows updates from Microsoft.

Install Windows Identity Foundation

In the previous step “BizTalk Server 2013 R2: Installation and Configuration – Enable Internet Information Services (Part 2)” I mentioned that we should install the Windows Identity Foundation 3.5 feature, why?

If we plan to use/configure SharePoint Services adapter or SharePoint Online when used with SharePoint Services Client Side Object Model (CSOM), then Windows Identity Foundation (WIF) feature is required.

WIF is required if you are planning to use:

  • SharePoint Services Adapter with CSOM
  • SharePoint Online with CSOM

WIF is not required if you are planning to use:

  • SharePoint Services Adapter Web Service (deprecated)
  • No plan to use SharePoint

Windows Identity Foundation is included with the operating system (Windows Server 2012 R2, Windows Server 2012 and Windows 8.1) as a Feature in Turn Windows features on or off. (If you plan to use Windows 7 SP1 the download is available here Windows Identity Foundation):

If you didn’t previous install WIF then you should following this steps:

  • Start by running the “Server Manager”, if it is not already open, from either:
    • On the Windows taskbar, click the Server Manager button
    • On the Start screen, click Server Manager.
  • Under “Manage” menu, select “Add Roles and Features” (or press “Add roles and features” under the Dashboard panel)
  • On the Before You Begin screen, click “Next”
  • On the Installation Type screen, select “Role-based or Feature-based Installation” and click “Next”
  • On the Server Selection screen, select the appropriate server, leave the default options and click “Next”
  • On the Server Roles screen, click “Next”
  • On the Features screen, select “Windows Identity Foundation 3.5” and click “Next”

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  • On the Confirmation screen, select “Restart the destination server automatically if required” and click “Install”:

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  • When the installation completes, the wizard reflects the installation status on the Results screen
  • Click “Close” to exit the wizard.
Related links

This next posts will focus on installing the BizTalk prerequisites and perform the necessary configuration on BizTalk Server machine.

Before installing BizTalk Server or its prerequisites, make sure you have installed the latest critical Windows updates from Microsoft.

Enable Internet Information Services

Microsoft Internet Information Services (IIS) provides a Web application infrastructure for many BizTalk Server features. BizTalk Server requires IIS for the following features:

  • HTTP adapter
  • SOAP adapter
  • Windows SharePoint Services adapter
  • Secure Sockets Layer (SSL) encryption
  • BAM Portal
  • EDI
  • UDDI

To install IIS 8.5, use the following steps:

  • Start by running the “Server Manager”, if it is not already open, from either:
    • On the Windows taskbar, click the Server Manager button
    • On the Start screen, click Server Manager.
  • Under “Manage” menu, select “Add Roles and Features” (or press “Add roles and features” under the Dashboard panel)

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  • On the Before You Begin screen, click “Next”

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  • On the Installation Type screen, select “Role-based or feature-based installation” and click “Next”

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  • On the Server Selection screen, select the appropriate server, leave the default options and click “Next”
    • Select a server from the server pool
    • local is selected by default

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  • On the Server Roles screen, select “Web Server (IIS)” option
    • If prompted, click “Add Features”, and then click “Next”

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  • On the Features screen, no additional features are needed for IIS, however, in addition to the default values, we will need or should select the following options:
    • .Net Framework 3.5 Features
    • SMTP Server (If prompted, click “Add Features”) – optional
    • Windows Identity Foundation 3.5 – optional: Windows Identity Foundation (WIF) is required for the SharePoint Services adapter or SharePoint Online when used with SharePoint Services Client Side Object Model (CSOM).

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  • Then click “Next”
  • On the Web Server Role (IIS) screen, click “Next”
  • On the Role Services screen under Web Server Role (IIS), we will customize our installation of IIS with the following options:
    • Common HTTP Features
      • Default Document
      • Directory Browsing
      • HTTP Errors
      • Static Content
    • Health and Diagnostics
      • Http Logging
      • Logging Tools
      • ODBC Logging
      • Request Monitor
      • Tracking
    • Performance
      • Static Content Compression
      • Dynamic Content Compression
    • Security
      • Request Filtering
      • Basic Authentication
      • Digest Authentication
      • Windows Authentication
    • Application Development
      • Select all options
  • o Management Tools
      • IIS Management Console
      • IIS 6 Management Compatibility
        • IIS 6 Metabase Compatibility
        • IIS 6 Management Console
        • IIS 6 Scripting Tools
        • IIS 6 WMI Compatibility

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  • Then click “Next”
  • On the Confirmation screen, click “Install”

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  • When the IIS installation completes, the wizard reflects the installation status on the Results screen
  • Click “Close” to exit the wizard.
Running the BAM Portal in a 64-bit Environment

BAMRunning the BAM Portal in a 64-bit Environment Portal runs only runs on a 32-bit mode. If you are using Internet Information Services (IIS) in a 64-bit environment, you must set IIS to 32-bit mode to run the BAM portal. To do this, follow these steps:

  • Open a command prompt as administrator and run the adsutil command.
    • To do this, Press the “Windows key” to switch to the Start screen and type “cmd” on the Start Search box, right-click in “Command Prompt” and select from the context menu the “Run as administrator” option.

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  • Type the following at the command prompt: cscript c:\inetpub\adminscripts\adsutil.vbs SET W3SVC/AppPools/Enable32bitAppOnWin64 1
  • Close the command prompt.

Or:

  • Press the “Windows key” to switch to the Start screen.
  • Type “Internet Information Services (IIS) Manager” or “IIS” and click in “Internet Information Services (IIS) Manager” option on Apps menu.
  • Expand the server and click on “Application Pools” to display available application pools in center panel.
  • Right-click on ‘DefaultAppPool’ and select “Advanced Settings”.

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  • Change the value of ‘Enable 32-bit Applications’ from False to True. Click “OK”.

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Related links